Why Bitcoin’s Biggest Bears Might Be Wrong

📣NEAR HACKATHON | $250,000 PRIZE POOL https://bankless.cc/near-hackathon --- Bitcoin to $57K or a new bull market? Ryan and David unpack the wildly conflicting price predictions, Hyperliquid’s Wall Street breakthrough, the fight over tokenized stocks, Robinhood Chain’s revenue collapse, and Zcash’s governance controversy. --- BANKLESS SPONSOR TOOLS: 🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near2026 🛡️VIZOR | THE WALLET ZCASH DEVS USE https://bankless.cc/vizor 🌎RIPIO | LOCAL CURRENCIES, ONCHAIN https://bankless.cc/ripio 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless --- TIMESTAMPS & RESOURCES 0:00 Intro 0:12 Bitcoin's $57K Warning & Macro Fears https://x.com/Jason/status/2114956980674605075 https://x.com/KobeissiLetter/status/2115504620219007201 https://polymarket.com/event/fed-decision-in-december 10:17 Bitcoin Price Predictions: $200K to $1.6M https://x.com/willywoo/status/2114852726337347670 https://x.com/intangiblecoins/status/2114730275242426648 https://x.com/Bitwise/status/2115494114980458741 https://x.com/coinbureau/status/2114690544588996809 https://x.com/TrustlessState/status/2115791352579391896 24:30 Hyperliquid's Wall Street Breakthrough https://x.com/tradexyz/status/2115755854125478285 https://x.com/standuquesne/status/2115777839622689036 https://x.com/elonmusk/status/2115823011399938182 https://x.com/NYSE/status/2115802359959790069 31:43 The War Over Tokenized Stocks https://www.theblock.co/news/business/2026-10-05-okx-ice-joint-venture-tokenized-stock-trading-417613 https://x.com/mikemaccana/status/2114427237521117472 https://x.com/toly/status/2115483790109974844 https://x.com/haydenzadams/status/2115648239525585168 44:45 Robinhood Chain's Revenue Collapse https://x.com/ceterispar1bus/status/2115402880253300753 https://x.com/AltcoinDaily/status/2115205102533509141 https://x.com/econoar/status/2114838303266705789 52:58 Zcash's $125M Dev Fund Controversy https://x.com/Bankless/status/2115433097822949732 https://x.com/ebfull/status/2114911107718742451 59:16 Venice's $1M Token Burn & Buyback Debate https://x.com/TrustlessState/status/2115565172047675604 https://x.com/TrustlessState/status/2115132856934535434 https://x.com/tulipking/status/2115270309309829334 https://x.com/fejau_inc/status/2008302312402686110 1:04:30 Ethena's 12% Yield & Anthropic's $2T IPO https://x.com/ethena/status/2115413879840989651 https://x.com/KobeissiLetter/status/2114710153417118191 https://x.com/socialcapital/status/2114740894914187557 --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures