What Bitcoin Twitter Is Signaling About the Market Bottom w/ Michael Sullivan

🚨 CHECK OUT TBL PULSE FOR FREE: https://research.thebitcoinlayer.com/ In this episode, Nik welcomes Michael Sullivan, a bitcoin researcher who analyzes market sentiment through language. Michael explains how he runs natural language models across thousands of tweets, cohorting bitcoiners into newer retail accounts versus longer-term holders, to measure moods like anger, conviction, optimism, and apathy over time. He covers why bitcoin is in one of the most prolonged anger regimes on record, why Michael Saylor has become the main target of that disapproval, and how the current mix of low engagement, fading excitement, and apathy resembles the conditions you tend to see near a market bottom. Nik and Michael also discuss the AI trade pulling mindshare from bitcoin. Get Nik's weekly bitcoin and macro research: https://thebitcoinlayer.com/subscribe Timestamps: 00:00 Sentiment analysis as a fourth lens on the market 01:52 Finding stories hidden in language 03:12 How the mood models work 05:03 Plebs anger and one of the longest angry regimes on record 07:23 The AI trade lapping bitcoin 10:09 Why AI and global macro are becoming one 12:16 The current mood and its cyclicality 16:03 Saylor as the main target of disapproval 18:37 Excitement, volatility, and the roller coaster 19:56 Why Twitter data over podcasts 22:31 The signal: fading the current narrative 24:14 What to watch for when optimism returns 26:54 Where sentiment fits alongside other frameworks 30:14 Where to find Michael 📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm. ▶️ Subscribe and turn on notifications for TBL on YouTube. 🎙 Subscribe to The Bitcoin Layer on your favorite podcast platform. 🐦 Follow TBL on X: /thebitcoinlayer Nik Bhatia's Twitter: /timevalueofbtc Researcher Demian Schatt's Twitter: https://x.com/demianschatt Lead Statistician Augustine Carrasco Twitter: https://x.com/AugustineCarrB