Over The Horizon: A Bitcoin Podcast

About Over The Horizon: A Bitcoin Podcast

Learn from industry leaders and experts across bitcoin, real estate, and global macro as they discuss what's happening and what's over the horizon.

Publisher

Horizon

Category

business · news · technology

Language

en

Explicit

No

First episode

18 Jul 2025

Latest episode

5 Feb 2026

Latest episodes

22 episodes in the feed.

1. 

   5 Feb 2026

   Bitcoin Crashes to $67,000: Navigating The Bear Market with Caleb Franzen

   In this episode of Over The Horizon, I’m joined by Caleb Franzen, Founder of Cubic Analytics, to break down why Bitcoin’s crash to $67,000 matters and what the data says about where price could go next. Caleb explains why the breakdown below the 2-day 200 moving average is so important, how risk appetite is collapsing across speculative assets, and how investors should think about survival, capitulation, and accumulation during a Bitcoin bear market. We cover: • Why the 2-day 200 moving average breakdown matters • How Bitcoin trades as a risk asset alongside software stocks • Where key support levels sit if downside continues • What capitulation really looks like in a bear market • Why Bitcoin’s long-term thesis remains intact despite near-term pain • How to think about accumulation during periods of fear If you care about protecting capital now so you can win big later, this is a must-watch. Follow Caleb on X → https://x.com/CalebFranzen Cubic Analytics → https://cubicanalytics.substack.com Stack Bitcoin using your home equity → https://joinhorizon.com See your home's Bitcoin potential → https://joinhorizon.com/calculator Schedule a 1-on-1 consultation → https://calendly.com/d/cryw-39y-2j4/horizon-consultation Follow Joe on X → https://x.com/JoeConsorti 00:00 Introduction to Bitcoin Analysis 01:43 Navigating Market Trends and Indicators 04:23 Balancing Bullish and Bearish Sentiments 06:39 Identifying Key Support Levels 09:55 Understanding Market Dynamics and Correlations 17:04 Risk Appetite and Its Impact on Bitcoin 24:29 Evaluating Economic Indicators and Their Relevance 26:17 The Primacy of Price in Market Analysis 28:31 Understanding Macroeconomic Indicators and Their Impact 29:22 Bitcoin's Influence on Equity Markets 31:50 Navigating Market Trends and Speculative Risks 33:13 The Role of Technical Indicators in Market Analysis 36:32 Capitulation Events and Market Psychology 39:32 The Transition of Bitcoin: From Risk Asset to Reserve Asset 44:58 Using Undervalued Indicators for Market Advantage 50:22 Strategizing for Long-Term Success in Bitcoin Investment Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites. Subscribe to Over The Horizon: A Bitcoin Podcast (https://mysoundwise.com/soundcasts/1761099461996s) on Soundwise (https://mysoundwise.com/soundcasts/1761099461996s)

2. 

   28 Jan 2026

   Why Bitcoin Is Headed to $10,000,000 with Rajat Soni

   Rajat Soni is a CFA charterholder who worked in traditional finance for nearly a decade. Today, he creates personal finance and bitcoin content full time. In this episode, we break down why bitcoin is cash, why real estate became financialized into a distorted savings vehicle, and why inflation is required for the current system to function. We discuss why “bitcoin has no cash flow” misses the point entirely, why leverage is dangerous for most people, how emergency funds should actually be structured, and why real wealth is built during bear markets, not bull markets. Rajat also lays out his long-term thesis for why bitcoin could reach $10,000,000 as it absorbs the monetary premium from real estate, bonds, gold, and other traditional stores of value. Guest links Rajat on X → https://x.com/Rajatsoni Rajat on YouTube → https://www.youtube.com/@rajatsonifinance Stack Bitcoin using your home equity → https://joinhorizon.com See your home's Bitcoin potential → https://joinhorizon.com/calculator Schedule a 1-on-1 consultation → https://calendly.com/d/cryw-39y-2j4/horizon-consultation Follow Joe on X → https://x.com/JoeConsorti Timestamps 00:00 Introduction and Rajat’s background 05:56 Why bitcoin is different from every other asset 13:00 Real estate as a financialized savings account 19:29 Cash vs bitcoin in financial planning 23:03 Why owning bitcoin changes decision-making 26:12 Leverage, debt, and emergency funds 32:57 Why the system cannot allow deflation 35:18 Inflation and asset ownership 36:45 Building wealth in bear markets 40:46 Long-term thinking and time horizons 43:19 Bitcoin vs gold 47:59 How to properly learn bitcoin 53:49 The biggest financial mistakes people make 58:00 Bitcoin’s long-term potential Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites. Subscribe to Over The Horizon: A Bitcoin Podcast (https://mysoundwise.com/soundcasts/1761099461996s) on Soundwise (https://mysoundwise.com/soundcasts/1761099461996s)

3. 

   22 Jan 2026

   $340,000 Bitcoin Before the Next Halving with British HODL

   In this episode, I sit down with British HODL, one of the most direct voices in Bitcoin and a former real estate, gold, and TradFi investor who went all-in after understanding Bitcoin’s monetary nature. We cover why Bitcoin is now the global liquidity sink, why BlackRock’s ETF was the most important event in Bitcoin’s history, and why the four-year cycle is effectively over. We also dig into Bitcoin versus real estate, capital flight from housing, institutional absorption, and why owning Bitcoin has become a question of allocation rather than belief. Topics we discuss: • Why Bitcoin is absorbing global liquidity • Real estate’s declining role as a store of value • Why BlackRock’s ETF changed everything • The death of the four-year cycle narrative • Institutional absorption vs retail speculation • Why Bitcoin still looks “boring” before its next major move • British HODL’s $340k Bitcoin thesis before the next halving If you’re trying to understand where Bitcoin sits in the global financial system today, and what actually matters from here, this conversation lays it out clearly. Guest links Follow British HODL on X → https://x.com/BritishHodl British HODL on YouTube → https://www.youtube.com/@britishhodl23 Follow Joe on X → https://x.com/JoeConsorti Stack Bitcoin using your home equity → https://joinhorizon.com See your home's Bitcoin potential → https://joinhorizon.com/calculator Schedule a 1-on-1 consultation → https://calendly.com/d/cryw-39y-2j4/horizon-consultation 00:00 Introduction to Bitcoin and British Hodl's Background 03:00 Transition from Traditional Assets to Bitcoin 05:38 Bitcoin vs. Gold: Understanding Market Perceptions 08:30 Liquidity and Market Dynamics 11:34 Diminishing Returns and Bitcoin's Future 14:22 Institutional Adoption and the BlackRock ETF 17:16 Securitization of Bitcoin and Market Implications 20:00 Real Estate's Role in the Bitcoin Economy 23:12 Young Investors and the Future of Asset Ownership 26:38 The Evolution of Bitcoin's Value Proposition 29:15 Michael Saylor's Bitcoin Strategy 31:52 Portfolio Management and Bitcoin 34:50 Retail Behavior and Market Manipulation 38:48 The Four-Year Cycle and Market Dynamics 47:26 BlackRock's Influence on Bitcoin 50:12 The Power of a Simple Message Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites. Subscribe to Over The Horizon: A Bitcoin Podcast (https://mysoundwise.com/soundcasts/1761099461996s) on Soundwise (https://mysoundwise.com/soundcasts/1761099461996s)

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Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.