Cantor Fitzgerald pinpoints late October 2026 as the Bitcoin bear cycle bottom using three-cycle structural math — here's what it means for positioning. Plus: record BlackRock ETF outflows, Solana's on-chain governance launch, India's RBI rejects crypto legal status, the SEC opens an ETF framework review, and Trump's $500M crypto exposure.
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Cantor Fitzgerald is putting a date on the Bitcoin bear cycle bottom. Late October twenty twenty-six.
The cycle data lands in context of a rough June for institutional Bitcoin exposure. ETF outflows hit four point five billion dollars last month, a record.
Solana launched its onchain governance system this week, and the market responded immediately. SOL surged ten percent in twenty-four hours to eighty-two dollars and fifty-nine cents on the announcement.
India's central bank appeared before a Parliamentary Standing Committee on Finance and formally rejected granting crypto any legal status. It's the first time the RBI has made this position directly on the record in Parliament, and it reinforces a decade of structural opposition.
The SEC has formally opened a sixty-day comment period on updating its twenty-nineteen ETF rules. The market those rules were written for was worth four trillion dollars.
One disclosure worth noting: a recent ethics filing revealed that Donald Trump holds over five hundred million dollars in crypto exposure. That includes two cold-storage Bitcoin wallets each valued above fifty million dollars, plus stakes in World Liberty Financial and memecoin royalties.
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