Sam MacDonald

Fund manager CCICapital | Head Analyst CCI Australia. Freelance travel writer in another life. Fix the money, fix the world #Bitcoin

[Sam MacDonald @SamuelPMacD]

Check out our wide-ranging interview with @JSeyff from @business

- What he expects from the SpaceX IPO
- hyperliquid:native ETF is a stunning success
- The Clarity Act is pissing everyone off
- Doomer CT is missing the forest for the trees

Really enjoyed this one, and I hope you do too

Source: via @_checkonchain @CCI_Crypto

[Crypto Consulting Institute @CCI_Crypto]

LIVE NOW Wall Street's Crypto Strategy: Insider Talks with Bloomberg ETF Analyst

In this session, James Seyffart, Senior Research Analyst at Bloomberg Intelligence, breaks down the ETF flows, IPO dynamics and regulatory shifts that are reshaping how Wall Street interacts with crypto in 2026.

We cover:
- Why Bitcoin ETF holders refused to sell through the recent drawdown
- The SpaceX, OpenAI and Anthropic IPO wave and the impact on crypto capital flows
- The standout Hyperliquid ETF launch and what it tells us about institutional demand
- Ethereum's narrative struggles in the US advisor channel
- The CLARITY Act and the next decade of Wall Street adoption
- Why the four year cycle still matters

If you are serious about crypto this cycle, this is essential viewing.

TIMESTAMPS
0:00 Intro & Setting the Scene
5:00 The SpaceX IPO Wave Explained
10:00 Could the Mega Cap IPOs Mark the Top?
13:00 SpaceX Fast Unlock Mechanics
16:00 The Tesla and SpaceX Trade
18:00 Standout Hyperliquid ETF Launch
19:00 Ethereum vs Bitcoin ETF Outflows
22:00 Why TradFi Gets the Hype Narrative
23:00 Real World Speculation on Hyperliquid
35:00 Who is Buying the Bitcoin ETFs
38:00 The Four Year Cycle Debate
39:00 Ethereum's ETF Struggle
41:00 The Microsoft Analogy for Ethereum
42:00 The CLARITY Act Explained
45:00 Banking Lobby Pushback
55:00 James's Upcoming Book

Watch now and understand where Wall Street is positioning across digital assets next.

@JSeyff #CryptoETF #BitcoinETF #DigitalAssets

[Sam MacDonald @SamuelPMacD]

@NeilJacobs @chooserich He clearly got rinsed in Dubai and has now moved back home to doomerbash everyone and everything

[The Wolf Of All Streets @scottmelker]

I bought Bitcoin today.

And I hope it goes MUCH lower, so that I can buy more, cheaper.

You don't have to agree, it's just what I am doing.

The cheaper, the better.

[Eric Balchunas @EricBalchunas]

BAD TIMES: Bitcoin ETFs in a big step back mode.. $4.4b out over past month which sent the YTD number negative again (it had worked hard to get positive too). That said, some silver lining: $IBIT & a few others STILL positive YTD (unreal) and total net lifetime is still +$55b (less than 10b from high water mark, not bad at all for this type of drawdown and negative sentiment, gold went down like this a few yrs after GLD debuted and 40% of the assets left, much stronger holders here so far). But yeah, to quote Henry Hill, "this is the bad times"

[Sam MacDonald @SamuelPMacD]

@Crypto_Chase It really isn't. Doom posting for clout

[Sam MacDonald @SamuelPMacD]

@fibbbtc @_Checkmatey_ I have heard that theory too

[Sam MacDonald @SamuelPMacD]

@GhostNumbe50967 @_Checkmatey_ something I've learned over the years is to enjoy the banging and even participate

[Sam MacDonald @SamuelPMacD]

@FreedomMatt1 @leadlagreport Bitcoin actually fixes this when it inevitably goes back up

[Sam MacDonald @SamuelPMacD]

@GreighWard @Pentosh1 My thesis was dead wrong. Not afraid to admit that.

Buying more sats 🤝

[Sam MacDonald @SamuelPMacD]

@GreighWard @Pentosh1 My thesis was dead wrong. Not afraid to admit that.

Buying more sats 🤝

[Sam MacDonald @SamuelPMacD]

@jondelarroz He looks like a gayer McKay with an annoying voice

[Sam MacDonald @SamuelPMacD]

@Empiricist871 There is a reason for that too - it was peak western civilisation and has only decayed since then

[Sam MacDonald @SamuelPMacD]

@JoeCarlasare https://t.co/Vwq3rmvOit

[Sam MacDonald @SamuelPMacD]

$BTC

Monthly RSI

2026 - 43
2022 - 40
2019 - 43.80
2015 - 44

🤔

[Sam MacDonald @SamuelPMacD]

@WardoftheStates Everyone loved Star gate. It had wonder, adventure, integrity, compassion, combat and a moral core

[pan robaczek @panrobaczek]

We've seen the signs... ;)

[Sam MacDonald @SamuelPMacD]

$BTC

Monthly RSI

2026 - 43
2022 - 40
2019 - 43.80
2015 - 44

🤔

[Sam MacDonald @SamuelPMacD]

@simpsonreloaded @Richy_GITC @BaronDestructo No it’s not. Capitalism brought is the original stargate! This is more woke crap from the content approved thinking they need to appeal to absolutely everyone on the rainbow

[Sam MacDonald @SamuelPMacD]

Remember, you're supposed to buy bitcoin:native when you feel like puking your guts up

[Sam MacDonald @SamuelPMacD]

@J0hnADouglas The modern audience wants f nostalgia they just don’t know it!

So sad