The Wolf Of All Streets

In this Crypto Town Hall episode, host Scott discusses Bitcoin's consolidation around $66K amid extreme fear signals, potential bottoming processes, and macro uncertainty from geopolitical tensions and tariffs. The panel debates Vitalik's ETH sales, Ethereum Foundation austerity, Meta's stablecoin comeback plans, Kraken's 24/7 tokenized stock perps, and the rise of financial nihilism via prediction markets potentially reducing altcoin speculation. Guests explore whether stablecoins extend U.S. dollar dominance (kicking the fiat can down the road) or accelerate global currency erosion, while affirming Bitcoin's long-term store-of-value narrative despite current bearish sentiment and lack of clear catalysts.

Bitcoin accumulation is approaching extreme levels at the same time cracks are beginning to show across the broader financial system. As trillions are wiped from global equities amid AI disruption fears, trade tensions rise, and short-term Treasury issuance surges, liquidity conditions are tightening and confidence in traditional markets appears increasingly fragile. Yet beneath the volatility, on-chain data suggests large players are quietly absorbing supply.

Bitcoin is heading toward its worst month since the last crypto winter as macro pressure and risk-off sentiment intensify. At the same time, AI-driven disruption fears have wiped trillions from global equities, adding to broad market instability. With liquidity tightening across asset classes, the question is whether Bitcoin is just caught in global deleveraging — or if this signals a deeper structural reset underway.

Bitcoin is dumping as markets react to renewed uncertainty around President Trump’s latest tariff actions, sending shockwaves through global risk assets. In this livestream, we break down whether Bitcoin is simply moving in lockstep with broader macro risk, or if deeper structural pressures in derivatives and ETF flows are accelerating the selloff. With geopolitical uncertainty rising and liquidity tightening, the question now is whether this is a short-term panic move or the start of a larger risk-off shift across markets.

In this Crypto Town Hall episode, host Scott announces the show is shifting to Monday/Wednesday/Friday due to bandwidth and redundant discussions in the current down market. The panel explores Bitcoin's sideways grind near $66K amid extreme fear, macro uncertainty from the Supreme Court striking down Trump's tariffs (with his defiant response and looming legal battles), Iran tensions, and Bitcoin's risk-asset behavior rather than digital gold status. Guests debate the low odds of the Clarity Act passing, banks' pushback on stablecoin yield, stablecoins' inevitable disruption of finance, AI agents' future payments, and long-term optimism—viewing the drawdown as a buying opportunity while altcoins face ongoing pain.