Is the Bitcoin Bottom In? Why the Outlook for Real Rates Is in Its Favor

Unchained

Laura Shin

News, Tech News, Business News

4.6 • 1.3K Ratings

🗓️ 6 March 2026

⏱️ 68 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Analysts Will Clemente, Joe Vezzani and Marcus Wu share their Bitcoin outlook amidst war. Plus, Will shares his thesis on Gen Z’s future, and Marcus previews his Bitcoin game theory model. Thank you to our sponsors! ⁠Nexo ⁠Crypto Tax Girl Bitcoin's price has largely held steady despite President Donald Trump's escalation of hostilities with Iran. Is this the bottom signal the market has been waiting for? STIX investments chief Will Clemente, LunarCrush co-founder Joe Vezzani and Delphi Digital Research Analyst Marcus Wu explain why it looks like Bitcoin is bottoming, why a 10/10-style crash would have happened in crypto even without the Binance glitch, and why, regardless of the Jane Street rumors, it’s not beyond Wall Street to manipulate an asset. They also address speculation that Jane Street has been suppressing Bitcoin's price and how AI's rapid advancement could impact crypto in light of Citrini Research's article and Jack Dorsey's Block layoffs. Don't miss Joe's reasoning on why Trump could come to the market's rescue and Will's thesis on why zoomers face four unique financial and technological challenges. Plus Marcus also previews his new game theory model for trading the Bitcoin market. Guest: ⁠Marcus Wu, Research Analyst at Delphi Digital Joe Vezzani, Co-founder and CEO of LunarCrush Will Clemente, Investments at STIX Previous appearances on Unchained: Bitcoin Crashed Below $100K, But Smart Money Is Buying the Dip Strong Hands Aren't Selling Bitcoin. So Who Is? - Ep. 183 Arthur Hayes and Will Clemente on the 2024 Bitcoin Halving Links: Unchained:⁠⁠ Why Gold Rose and Bitcoin Tumbled on Japan Bond Turmoil Is Nic Carter Exaggerating Bitcoin’s Quantum Risk? Yes, Says One Core Dev Bitcoin Rebounds as ETF Inflows Return, Jane Street Speculation Swirls Terraform Estate Targets Jane Street in Explosive Terra Collapse Lawsuit Crypto’s Black Friday Was Its Largest Liquidation Ever. What the Hell Happened? Will’s essay Climbing a Broken Ladder: A message to my fellow Zoomers Marcus’s Bitcoin game theory model Bitcoin Game Theory on Delphi Digital Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Hi everyone. Welcome to Unchained, your no hype resource for all things Crypto.
0:05.0	I'm your host, Laura Shin. Thanks for joining this live stream. Before we get started, a quick reminder, nothing new here on Unchained is an investment device.
0:12.0	This show is for informational and entertainment purposes only, and my guest tonight may hold assets discussed in the show.
0:18.0	For more disclosures, visit UnchainedCrypto.com. Introducing Nexo, the premier
0:23.7	digital wealth platform. Receive interest on your digital assets. Barrow against them without selling.
0:29.8	Trade a variety of cryptocurrencies. All in one platform. Now available in the U.S.
0:35.7	Get started today at nexo.com slash unchained.
0:40.3	Quick note before we get into today's episode. Bits and Bits Now has its dedicated feed. We're
0:44.7	spinning off from the Unchained feed and moving to a new podcast and YouTube channel. So if you
0:49.0	want to keep up with our weekly live streams and macro meets, crypto breakdowns, make sure to
0:53.0	subscribe to Bits and Bips directly.
0:54.6	We won't publish there until March, but subscribe today so you can be ready for launch.
0:58.8	Be sure to subscribe to the new feeds at Unchained Crypto.com slash Bits and Bips.
1:08.5	Today we have a two-part interview all around the topic of where is Bitcoin headed?
1:13.9	Here to start the discussion are Will Clemente, Investments at Stix, and Joe Vassani, co-founder
1:20.6	and CEO of Lunar Crush.
1:22.6	Welcome, Bill and Joe.
1:24.6	Laura, thanks for having us.
1:26.6	Great to see you all. Yeah. So we're coming off a weekend. Joe. Laura, thanks for having us.
1:28.8	Great to see you all.
1:29.8	Yeah.
1:35.0	So we're coming off a weekend that saw the U.S. and Israel attack Iran taking out his leader.
	...

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