Wochenrückblick #149 - Korrektur 1 Jahr nach Allzeithoch, Haltefrist-Debatte im Bundestag, Robinhood kauft Bitcoin, Metaplanet mit kuriosem Trade
Summary
This episode analyzes Bitcoin's weak weekly performance, highlighting a correction to $82,800 and $681 million in ETF outflows driven by rising US bond yields. It explores the breaking of traditional Bitcoin cycle patterns, noting the bear market has lasted less than nine months, and questions if the halving effect is diminishing. A major focus is the German debate on abolishing the crypto holding period, featuring strong opposition from the CDU/CSU and industry bodies who argue the proposed tax regime unfairly penalizes long-term holders. The show also covers corporate news, including Robi…
Topics discussed
Intro: Bitcoin price drop and MetaPlanet news
Weekly market performance: BTC, NASDAQ, Gold
ETF outflows and SpaceX debt impact
Geopolitics: Iran tensions and market recovery
Bitcoin cycle prediction: The 2025 All-Time High
Bear market duration analysis and historical patterns
Chart structure and support levels at $82,800
Probability of new lows in October 2025
Halving impact and decreasing cycle reliability
October 10 liquidation event and BlackRock report
German crypto tax reform: Criticism of draft
Tax fairness: Bitcoin vs. stocks and gold
Bundestag debate: Green and Left party proposals
Left party proposal: Tax evasion and sanctions
Green party stance: Abolishing holding period
Olaf Gutting's statement on tax justice
CDU/CSU position: Discussing new tax gaps
Data exchange with non-EU states and privacy risks
Georg Günther: Against system change for crypto
Robinhood adds $25M Bitcoin to balance sheet
MetaPlanet Q3: Sell, rebuy, and dilution issues
Strategy Q3: Bitcoin purchases and S&P 500 status
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