Unchained
Unchained
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Is the Bitcoin Bottom In? Why the Outlook for Real Rates Is in Its Favor
1 hour 7 minutes Posted Mar 6, 2026 at 3:56 pm.
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Show notes
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.
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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
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