

$135K Bitcoin Next? Ethereum Rally Heats Up!
35 snips Aug 12, 2025
This installment features Andrew Parish and Tillman Holloway from Arch Public, alongside Joshua Frank from The Tie. They dive into the potential Bitcoin breakout to $135K and Ethereum nearing all-time highs. The trio discusses market dynamics influenced by institutional investments and the effects of recent CPI data. They also explore the significance of treasury strategies and automation tools for maximizing trading profits, all while keeping the conversation insightful and engaging.
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Macro Data Still Moves Crypto
- CPI mattered because treasury yields and Powell expectations drive crypto moves.
- Market treated this CPI as a "nothing burger" given belief Fed won't act aggressively.
Institutional Buying Lifts Bitcoin Floor
- Andrew sees shrinking Bitcoin volatility and a rising institutional floor.
- He expects Bitcoin to benefit massively if rates drop and money supply increases.
Trade Vs Hold When Treasuries Buy Alts
- Distinguish short-term trades from long-term holds when treasury funds buy alts.
- Expect some alts to rip briefly and then possibly crash when leverage unwinds.