"Distinguish fear-driven selloffs from fundamental breaks Discussing Bitcoin's Q1 2026 correction, the hosts cited Bernstein analyst Gautam Chhugani's report which argued that the selloff was "fear driven" — retail investors sold on headline risks while institutional buyers with "diamond hands" never left, as evidenced by near-complete reversal of year-to-date ETF outflows. The contrasting view from analyst Michael Nato warned that on-chain cycle indicators like the 200-day moving average had not yet reached bear-market lows, suggesting the bottom was not confirmed. Before buying any dip, check whether cycle-level technical indicators (not just sentiment headlines) have actually reset — otherwise you may be catching a falling knife mid-cycle. Source: Ryan Sean Adams & David Hoffman, Bankless, Weekly Rollup – Iran War, Stablecoin Yield, NYSE Tokenization"