The Wolf Of All Streets Bitcoin Inflows EXPLODE As The Fed & Wall Street Adoption Continues! What's Next?
8 snips
Dec 8, 2025 Joining the discussion are Dave Weisberger, an insightful entrepreneur and crypto commentator, alongside market strategist Mike and macro expert James. They delve into the Federal Reserve's sudden liquidity actions and its impact on Bitcoin, revealing a surge in crypto fund inflows. The trio debates potential government interventions in a market crash and the significance of advisor allocations toward Bitcoin. They also explore the divergence between risk-on stocks and crypto's fear, emphasizing the need for robust fundamentals amid altcoin weakness.
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Gold's Outperformance Signals Market Stress
- Gold taking alpha signals broader market stress and a shift into safe havens.
- Mike (panelist) expects the Bitcoin/gold ratio to continue declining as gold outperforms risk assets.
Adjust Prices For Money Supply
- Nominal price charts mislead if you ignore money supply growth and currency debasement.
- Dave Weisberger argues real (currency-adjusted) measures show assets aren't as stretched as nominal charts imply.
Prepare For Fed Reserve Purchases
- Expect the Fed to begin reserve management purchases to shore up bank reserves via T-bill buying.
- Position for a steady liquidity inflow rather than an immediate firehose unless a credit event occurs.
