The Last Time Bitcoin Did This, It Went Up 9,800% - Are You Ready? | Truth Block
9/7/2026 · 17 min · transcript via mlx
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Key topics
— Bitcoin has decoupled from the S&P 500 for only the second time in history; the last decoupling in 2015 preceded a 9,800% rally to $20,000 by December 2017.
— The MVRV (market value to realized value) indicator flipped green for the first time in 329 days, a signal that has preceded every major bull market since 2015.
— Japan has spent $170 billion defending the yen this year while the US intervened for the first time since 1998, signaling fiscal dominance and currency debasement.
— The President demanded lower interest rates via social media despite strong jobs data and elevated inflation, confirming monetary policy is now political rather than data-driven.
— Wall Street institutions are accumulating Bitcoin through spot ETFs ($731 million in a single day on September 3rd), while retail remains largely asleep and asking when Bitcoin drops to $60,000.
— Bitcoin comprises just 1% of global money supply ($1.6 trillion of $157 trillion), leaving room to reach $1.3 million by 2035 according to Bitwise's Matt Hogan.
Market & price signals
— Bitcoin consolidated near $79,000–$82,000 following its biggest August in history with a $15,700 price gain. The 50-day moving average crossed above the 200-day (golden cross) for the first time in 16 months. Bitcoin reclaimed its 200-day moving average and closed above it for 15 consecutive days. On September 3rd alone, $731 million entered spot Bitcoin ETFs (largest day since January), with BlackRock's fund accounting for $454 million. Retail spot trading volume ranks in the 15th percentile of the past year, while options volume ranks in the 79th percentile, indicating institutional activity dominates over retail. At current price levels, Bitcoin would pass the British pound at $214k, the yen at $499k, the euro at $943k, the US dollar at $1.2M, and gold at $1.6M.
Actionable insights
— If you hold Bitcoin long enough, life will demand dollars for taxes or emergencies; consider Ledn's Bitcoin-backed lending to access liquidity without triggering capital gains.
— Retail remains under-positioned while Wall Street is actively buying; most people asking when Bitcoin drops to $60k may get shaken out instead of participating in the parabolic move already underway.
— Diversify bond exposure by shortening duration (moving from 10-year to 3-month treasuries) and allocating 5–10% to Bitcoin instead of holding zero; 0% Bitcoin exposure is increasingly viewed as a misallocation in a fiscal dominance environment.
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