Published: Monday, November 17, 2025 · 3:03 PM | Updated: Monday, November 17, 2025 · 3:03 PM
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00:00 Speaker A
I was reading a good note from Bernstein this morning and they said the sell off essentially because uh this happens every four years. I mean, it’s not exactly mind-blowing research, but those are the fears in the marketplace.
00:15 Enes Ferré
Yeah, that’s right. That uh the four-year cycle for Bitcoin and whether or not we’ve seen the peak or not. Um Bernstein is saying, no, we haven’t seen the peak yet. This is a short-term correction. They point to institutions that are owning ETFs. They point to the government that has been very pro crypto, the Trump administration. Um and the Clarity Act uh that is in Congress as well. That should send crypto prices higher. The question is whether or not we have seen a bottom, whether or not there’s a consolidation around here and then you uh you know, you go higher from there. Um Sean Farrell of Fundstrat was was sort of eyeing the low 90s. Uh Bernstein is saying that you could see a better entry point in the 80s. So perhaps we haven’t seen uh a bottom when it comes to these uh prices.
00:59 Speaker A
Allie, it’s really and it’s not just Bitcoin off the high. I mean, across the board. We were just showing a great graphic. I mean, the selloff has been widespread, almost like we were just talking about an AI.
01:10 Allie Canal
Yeah, you’re seeing some of those other alt coins also struggle. And that tends to happen if Bitcoin is lower, you’re going to see Ethereum, some of those other crypto names drag lower as well. And the opposite is the case too. When there’s a rally in Bitcoin, typically you see these this rally in those other alt coins. But this chart is also pointing to some of those names that are exposed to crypto, exposed to Bitcoin. Robin Hood, one of those examples there. So, this isn’t just a story about crypto, it’s also the ripple effect that it’s having as more companies uh adopt cryptocurrencies, adopt stable coins. This is now become more a part of the vernacular of all of these different companies in a way that we haven’t seen over the past years. So, uh what does that mean when it comes to balance sheets if there’s an overreliance on crypto. You have a company like strategy. We spoke uh to the CEO Michael Sailor at our Invest conference last week, who is very heavily invested in Bitcoin and they gobbled up even more Bitcoin over the past week during this sell-off. Uh what is the risk reward there for investors? And I think that’s going to be a question that investors need to ask themselves moving forward as crypto becomes more a part of this main stage of finance finance, uh you know, the the the stock market and finance news.
02:26 Speaker A
Chad, no small surprise that this latest sell-off at crypto coincides with that more hawkish tone from the last Fed meeting.
02:37 Chad Morganlander
Without a doubt. I mean, look, you know, crypto, the whole world of crypto is like trading vall and the most volatile uh group is this sector. So the old old coins started to fade and then you started to see Bitcoin, and then you started to see a Solana, they all started to trade off uh with Ethereum. Uh we expect the Federal Reserve to be dovish going into the next meeting and to reduce rates once again, regardless of uh what the numbers are, uh the economic numbers that will be delayed that will come out.
03:13 Speaker A
Well, Chad, what would you tell folks that uh purchased Bitcoin and various cryptos at the top? I this just was over about a month ago. I mean, Bitcoin was trading about almost $127,000. What should you be doing?
03:26 Chad Morganlander
So my message for on this segment entirely is to make sure that you you size your portfolio correctly anticipating additional vall within the market. So I would if the if they are overweight in that position within their entire net worth, you may need to scale some back and be just mindful that this segment of the financial world is going to perhaps have 3x, 4x or 5x the volatility of the S&P 500 or the Dow.
04:06 Speaker A
Great insight. A big thanks to my opening bid round table, Chad Morganlander, Ali Canal and Esrey. I appreciate it.
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