The Wolf Of All Streets Bitcoin & Crypto Dominate Washington As Gold’s Capital Rotation Begins!
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Oct 25, 2025 Markets are buzzing as Trump pardons Binance founder CZ Zhao, shaking up crypto politics. JPMorgan hints the Fed may end tightening soon, potentially igniting Bitcoin's next bull run. Observations of a capital shift from gold to Bitcoin raise intriguing questions. Major whales move over $3 billion as BlackRock ETF trading takes off, suggesting institutional interest is heating up. Meanwhile, crypto CEOs face challenges in tense Senate meetings about regulation. It's a whirlwind of potential change in the financial landscape!
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Gold-to-Bitcoin Rotation Is Fragile
- Bitwise's gold-to-Bitcoin rotation thesis suggests small gold flows could dramatically lift Bitcoin prices.
- The hosts warn the narrative is fragile and timing/price of gold makes such forecasts highly uncertain.
Fed Rethinks Payment Rails For Crypto
- The Fed is exploring allowing stablecoins and fintechs limited access to Fed payment rails.
- Nathaniel frames this rhetoric shift as bullish because it recognizes new actors in the financial system.
Engage Policymakers, But Expect Slow Progress
- Give credit to policy wins but expect many details to be worked out before access is meaningful.
- Encourage engagement: regulatory clarity requires continued pressure and participation from industry stakeholders.