CRYPTO LIQUIDATION AFTERMATH - NOW WHAT?
New episode w/ @cmsholdings & @SplitCapital
This is a deep dive into the circumstances that led to the cascading selloff, what it means moving forward, why this will happen again(!), bearwhale shortseller, alts vs BTC, cycle inflection points, too many coins thesis, and more...
TIMESTAMPS:
0:00 Altcoin crash quantified
06:47 Cascading liqs & market makers
11:43 Circuit breakers
13:18 Cabal or coincidence
16:43 Why this will happen again
20:01 New exchanges = new games
22:43 Narrative violation
25:59 Bearwhale insider(?)
27:38 Jin Bitforex lore
31:00 Impact of giant sellers
33:45 Binance reimbursements & CZ villain arc
36:47 Too many coins thesis
41:25 Altcoin ETFs = pump or fade?
43:36 New runners
45:44 Current winners vs Q4 launches
"We are anticipating over 100 crypto ETFs launching in the next year." - @EricBalchunas
If a coin has futures trading on Coinbase, get ready for an ETF launch very soon.
The first altcoin spot ETFs are about to start launching much sooner than anyone realizes.
@EricBalchunas covers the new SEC rule change, which coins will get spot ETFs first, altseason ETFs, baskets of coins, wall street appetite, and what to watch out for.
Enjoy.
TIMESTAMPS:
0:00 The first major altcoin ETF launches
1:15 How spot ETFs are different
3:11 New SEC crypto rule change
5:05 Which coins will be first??
6:40 AltAltseason
8:45 Wall street gold rush
9:50 Crypto treasury companies
14:11 How will spot ETF impact price?
17:00 Crypto ETF baskets
18:25 Which altcoin ETF will be biggest
23:00 Catalyst and interest
24:30 Will wall street buy & hold?
27:45 Money flowing to crypto
Earlier this year @Travis_Kling published his thesis on the rise of Financial Nihilism and "A Lack of Pretense That Any of This Shit Does Anything"
That played out perfectly as $BTC & memes were the only coins that went up in 2024.
But now where do we go from here??
(0:03) Bullish Bear Market
(1:03) FTX Exchange Redemptions
(6:40) Uncomfortable Truths
(10:08) Financial Nihilism
(12:48) Bitcoin 3 Up 1 Down
(14:40) The Altcoin Believability Crisis
(17:20) Distortions in Risk Taking
(22:20) Evolution of Alt Valuations
(28:24) Memecoin Mania Dead-end
(34:56) Soul Searching Market
(41:58) The Alt Season Spark
(45:45) Orange Man Orange Coin
(56:10) Off The Juice
(57:00) Pervasive Quiet Quitting
(1:02:37) Next Major Unlock
(1:07:24) Collapse Hangover
(1:10:36) Is it Destiny?
New podcast with @CrashiusClay69 is live!
ā¢How to find top projects early
ā¢Base vs Solana vs....
ā¢Holding vs doubling down
ā¢Which coin could replace $WIF
ā¢Strategy evolves during the cycle
Learn what it takes to turn $15k bets into 7figure wins:
https://t.co/sxuZ50vwcT
The SEC regulation by enforcement & crusade vs crypto is accelerating
"Everyone talks about Gary. It's not him. It's ALL Elizabeth Warren. This was a pro-crypto guy, why do you think he changed his mind?" - @wagieeacc
RT so we don't re-elect someone building an anti-crypto army
New episode w/ @wagieeacc is live:
ā¢Exposing potential $1B crypto Ai scheme
ā¢What prison life is like for SBF/CZ
ā¢Gensler & SEC's real motive
ā¢Predicting $1M $BTC by end of 2024
ā¢Nations secretly accumulating
ā¢Musk, Neuralink, brain interfaces
This one was WILD. Enjoy!
The $BTC shorter cycle theory is gaining popularity.
@Kevin_Kelly_II explains why it's unlikely and the macro factors that could lead to a new paradigm for Bitcoin.
"It's not just speculative hopium, it's just what the math says."
��: https://t.co/SmV8yOnxN5
Brought to you by @0xMantle, an L2 backed by a $4.4 billion treasury, one of the largest in the industry.
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One of the most viewed @StacksPodcast episodes is now live on iTunes/Spotify: https://t.co/plEKRj8IZq
ā¢Billion dollar trades
ā¢Biggest lessons & mistakes from last cycle
ā¢Collapse, risk, and the human condition
ā¢Prison life & SBF
ā¢The new L1 trade in 2024
ā¢Current portfolio
ā¢Memecoin paradigm & DOGE ETF
How could the presidential election cycle impact $BTC?
"The last thing the incumbent party needs right now, especially when you're seeking re-election, is to have markets falling off a cliff." - @Kevin_Kelly_II
Bullish!
š§: https://t.co/6r9tveZhYB
This episode is brought to you by @0xMantle.
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The best post-halving Bitcoin episode w/ @Kevin_Kelly_II is now live on Youtube.
ā¢What's driving the 4yr cycle?
ā¢Presidential election impact on markets
ā¢Why shortened cycle is less likely
Tons of alpha packed into a quick 20 minute breakdown: https://t.co/ILjN7BCGvk
"The 4 year Bitcoin cycle isn't just a coincidence, it's predictable."
@Kevin_Kelly_II made a $BTC prediction 6 months ago that played out perfectly. We discuss how the model works, shorter cycle theory, election market impact, 2024 outlook....
Powerful post-halving episode š
Why crypto games with bad graphics have a better chance of mainstream adoption than AAA games.
@Jihoz_Axie explains how you can use this when evaluating which games have the most potential.
ā¶ļø https://t.co/Jyl9k53nrI