This episode of Simply Bitcoin discusses the recent underperformance of Bitcoin compared to stocks like the S&P 500 and gold. The hosts analyze Bitcoin's historical data, particularly performance on September 15th over the years, and note that 2025 has had one of the worst yearly returns when looked at this way. They attributed some of the Bitcoiners' disatisfaction to the long-term expectations built up from Bitcoin's history of explosive performance. It is also mentioned that Treasury companies' perfromance is low in the market. The discussion then shifts to Bitcoin's potential to do better than other assets like gold if the Fed cuts rates, and a brief summary of the article. However, they suggest there is a shift underway toward stablecoins, and how that might benefit the dollar.