What Bitcoin Did
What Bitcoin Did
Danny Knowles
Bitcoin Crashed. What Comes Next? | Joe Consorti
1 hour 18 minutes Posted Feb 9, 2026 at 11:41 am.
Bitcoin's Discounted Price and Market Misunderstanding
Bitcoin Volatility in the Post-ETF Era
Bitcoin Sell-Off Driven by Decline in Risk Appetite
Credit Spreads Widening and Impact on Bitcoin
Bitcoin and Software ETF Correlation
Bitcoin's Correlation with Gold Breaks Down
The Four-Year Cycle and the ETF Era
ETF Holder Behavior During Market Volatility
Is a Bitcoin Bottom Near?
Equities, Global Liquidity and Bitcoin's Price
Bitcoin as Collateral: Risk Management
Horizon: Utilizing Home Equity for Bitcoin
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1:18:45
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Show notes

Joe Consorti is a Market Analyst & Head of Growth at Horizon. In this episode, he breaks down one of Bitcoin’s most volatile days since the 2022 bear market. We unpack what’s really driving the selloff, why this isn’t a Bitcoin-native event, and how risk appetite, credit spreads, and Fed policy are shaping the move and the future. We also look at ETF behaviour, the dollar, and why Bitcoin may be deeply mispriced at current levels.

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