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Unchained

Crypto Sentiment Is Down Bad. The Reality Is Far Different, Says Ryan Watkins

Unchained

Laura Shin

News, Tech News, Business News

4.61.3K Ratings

🗓️ 29 January 2026

⏱️ 29 minutes

🧾️ Download transcript

Summary

Thank you to our sponsor, Adaptive Security! As AI makes deception easier, security gets harder. Adaptive runs deepfake and phishing simulations so your team can train for real-world threats. Explore more: http://adaptivesecurity.com Why is crypto sentiment so low despite the growing adoption narrative? In this episode of Unchained, Syncracy Capital co-founder Ryan Watkins unpacks why he thinks crypto is in a “twilight zone” and why the market could take investors by surprise. He also sheds light on why he thinks bitcoin is underperforming gold and what needs to change. Plus what he is excited about in the coming years and why crypto is not just fintech. Is a big move ahead? Listen to find out! Guests: Ryan Watkins, Co-Founder of Syncracy Capital Links: Why Gold Rose and Bitcoin Tumbled on Japan Bond Turmoil Has Bitcoin Failed to Live Up to the Digital Gold Narrative? Will Bitcoin’s New Phase Change It Forever? And Is the 4-Year Cycle Dead? Why the Crypto Markets Seem Down Bad as Bitcoin Dips Below $100K Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

There's been, I think, an enormous amount of selling from kind of the OG bitcoins

0:07.0

throughout this period, like the most ever throughout any cycle.

0:10.5

I mean, and this is like the common story that you know, people who have to talk about

0:13.5

now, but there's like so many wallets that like literally did not touch their Bitcoin

0:17.8

for 10 years or 12 years. And they held through 80% 90% drawdowns multiple

0:25.3

times seeing their net worth being incinerated and do not sell a dime of Bitcoin.

0:30.6

And now they're finally starting to sell and they're selling them mostly ever have.

0:39.1

Hey everyone.

0:40.2

Welcome to Unchained.

0:41.2

You're no-hyped resource for all things crypto.

0:43.1

I'm your host, Laura Shin.

0:44.6

Thanks for joining this live stream.

0:46.5

Before we get started, a quick reminder.

0:48.4

Nothing you hear on Unchained is investment advice.

0:50.8

This show is for informational and entertainment purposes only,

0:53.6

and my guest and I may hold

0:54.7

assets discussed on the show. For more disclosures, visit UnchainedCrypto.com. This episode is brought to you by

1:02.1

Adaptive Security, the first cybersecurity company backed by Open AI. As AI makes deep fakes and synthetic

1:09.4

identities easier than ever, Adaptive helps companies test

1:13.4

and strengthen their defenses. Learn more at Adaptive. Redeem your Labbucks on free bet spins or

1:19.4

even cash in for real money. That's Latisfaction from Lab Brooks. And for extra

1:23.4

satisfaction, here's the T's and C's. Let's rock. If crypto Take time to think Yeah, but who are I'm

...

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