The Wolf Of All Streets

Is the Bitcoin four-year cycle officially dead or are we misreading this entire market? In this conversation, we break down why Bitcoin topped at $126K instead of $150K, whether OG holders are really dumping, and why this cycle felt fundamentally different. We discuss weak retail demand, the absence of a true alt season, AI and silver stealing speculative attention, and why stablecoins may be quietly reshaping global adoption. We also cover Bitcoin’s strange correlation to software stocks, why bullish news hasn’t moved price, and what could actually trigger the next cycle. Is this just consolidation before the next expansion or a structural shift in how Bitcoin trades?

Bitcoin’s rally has stalled just as global markets face a new wave of uncertainty. Mass layoffs across major corporations and growing anxiety around artificial intelligence disruption are shaking investor confidence, draining liquidity from risk assets, and raising fears about broader economic instability. As trillions fluctuate across equities and tech stocks reprice around the AI narrative, Bitcoin is struggling to regain momentum.

Bitcoin is ripping higher as legal pressure mounts around Jane Street, one of the most influential players in Bitcoin ETF market structure. Following the federal lawsuit tied to the Terra collapse, speculation is growing that a major source of persistent sell pressure may be weakening. As headlines hit, Bitcoin and crypto markets have responded with a sharp pump — fueling the narrative that structural suppression could be fading.

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.