Institutional Interest and IPO Insights in the Crypto Market

On this week’s Weekly Rollup Ryan and David ask if the cycle top is in and whether alt season is coming, debating if it is time to buy the dip or sell everything while reviewing 30 market signals. ETH ETFs pull in over $3B as Tom Lee buys and Saylor mints more MicroStrategy shares, yet prices remain stuck and treasury premiums compress. Meanwhile the Fed signals a pro-crypto shift, Wyoming unveils a state stablecoin, and New York threatens new taxes, setting up another pivotal week in crypto.

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TIMESTAMPS & RESOURCES

0:00 Intro

0:10 What if $124,000 was the cycle top and there won’t be an altseason?

https://x.com/QuintenFrancois/status/1957893416282648646

5:10 Markets

https://x.com/TheStalwart/status/1958179878940901700

https://x.com/TheStalwart/status/1958179988802302124

https://www.cnbc.com/2025/08/18/openai-sam-altman-warns-ai-market-is-in-a-bubble.html

https://www.theverge.com/ai-artificial-intelligence/759965/sam-altman-openai-ai-bubble-interview

https://www.tradingview.com/chart/1RYLG2gC/

https://finance-commerce.com/2025/08/fed-rate-cut-debate-jobs-inflation/

https://polymarket.com/event/fed-decision-in-september?tid=1755697973403

https://farside.co.uk/eth/

https://x.com/hildobby/status/1957489251890962578

https://x.com/Cointelegraph/status/1957491638671949895

21:12 Treasuries keep buying…but mNAV losing it’s premium.. Is the treasury meta over? 

Bitmine became the 2nd largest crypto treasury 

https://x.com/SERdotxyz/status/1957417581138288945

https://x.com/arkham/status/1956387897830965711

https://x.com/RyanSAdams/status/1957849710678384977

https://www.strategicethreserve.xyz/

https://x.com/Cointelegraph/status/1957623767443587218

https://www.tradingview.com/chart/1CDu50yK/?symbol=NASDAQ%3AETHZ

https://x.com/saylor/status/1957413273122287738

https://x.com/kale_abe/status/1957433733025288674

https://youtu.be/hEJueJxftuU?si=682aUZrlLGwuDDCg 

https://blockworks.co/analytics/treasury-companies/bitcoin-treasury-companies

https://www.coindesk.com/business/2025/08/18/btcs-to-pay-first-ever-ether-dividend-loyalty-bonus-to-discourage-short-selling

41:00 Is the current crypto cycle over?

https://www.coinglass.com/bull-market-peak-signals

https://x.com/fejau_inc/status/1957672639054639465 

https://x.com/nic__carter/status/1957875046002680141

https://x.com/NateGeraci/status/1957074513365016952

https://cointelegraph.com/news/norway-sovereign-wealth-fund-bitcoin-exposure

50:05 Gemini is getting ready for its IPO

https://www.theblock.co/post/367160/gemini-ipo-filing-exchange-targets-nasdaq-as-gemi-reveals-dip-in-revenue

51:06 New York proposed 0.2% tax on digital asset transactions starting September

https://x.com/Cointelegraph/status/1956423461342969915

53:43 Wyoming launched the first stablecoin issued by a US state

https://x.com/eleanorterrett/status/1957763504435524055

55:01 Exec director crypto whitehouse - Bo Hines left exchanged White House for Tether

https://tether.io/news/tether-appoints-former-white-house-crypto-council-executive-director-bo-hines-as-strategic-advisor-for-digital-assets-and-u-s-strategy/

57:35 SEC is investigating the CEO of WLFI treasury company 

https://x.com/zoomerfied/status/1957856353537372614

https://x.com/ALT5_Sigma/status/1957946923647922519

https://x.com/Jonisaac702/status/1957903664393384023

59:04 FED is turning bullish on crypto

https://www.theblock.co/post/367508/we-stand-at-a-crossroads-feds-bowman-urges-more-of-an-embrace-toward-crypto-and-tech

1:02:05 Closing & Disclaimers

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