Bell Curve Gold Hits All-Time Highs, Stablecoin Adoption, and Historic Liquidations | Roundup
21 snips
Oct 17, 2025 Gold hits all-time highs, triggering discussion on its implications for Bitcoin and the broader crypto market. The podcast dives into institutional adoption of crypto, revealing how bankers are shifting toward recommending crypto allocations. Stablecoins are explored as transformative tools for finance, while the hosts analyze significant market liquidations and lessons learned from DeFi versus CeFi dynamics. They also touch upon prediction markets and the evolving landscape of tokenized financial systems.
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Turtleneck Embarrassment In London
- Mike shared a turtleneck story from London where he tried a new look and got roasted by teammates.
- The anecdote highlighted informal team banter and cultural moments from travel to DAS London.
Gold As A Lead Indicator For Risk Assets
- Gold's breakout to new highs signals a broader debasement narrative that could precede a risk rally.
- Michael Anderson and Vance Spencer see gold rising before Bitcoin and risk assets follow as debasement concerns intensify.
Banks Turning On Crypto Allocations
- Institutional allocation to crypto is accelerating as banks can now recommend 2–4% allocations without client-initiated requests.
- That change should drive significant flows into brokered crypto products like iBTC, broadening demand beyond crypto-native buyers.
