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Luke Gorman is without doubt one of my favourite macro commentators to listen to

Recently he’s been bearish Bitcoin, to his credit he is saying what he believes, and taken some profits

I think he’s wrong in terms of price action

Macro indicators could well be showing a tough start to 2026, and often Bitcoin is the canary in the coal mine when it comes to economic strife

But we’re only ever just one public announcement away from a total shift

Just one big player

And boom

The whole market can just accelerate to a new tier

Digital scarcity has never been seen before

All models are wrong, some are helpful

And price gains happen fast

Really fast

So timing the market is MUCH harder, than time in the market

So there is no place I prefer to be than long Bitcoin

💪🏻

I like Luke but he shit the bed with that one & I'm sure he will admit that with time.

I didn't realise he'd been in as long as he had.

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Yeah he seems a straight shooter, in that he explains what he sees with integrity

Not many would be willing to actually do that

We’re all wrong all the time

Time will tell!

🙏🏻

Yup

Over the last 5 years I've learnt to trust my gut even when everything in my mind sees reason to doubt it.

For the last 2 years I've been repeatedly been shown to be patient. That I'm early but not wrong.

I had no idea I'd have to be this patient.

This is the definition of the “diamond hands” in my mind

And highlights the truth: just because you’re early, doesn’t mean you’re wrong

Indeed, being early can feel wrong, purely as a function of the status quo