The Wolf Of All Streets Bitcoin Crashes While Stocks Rally! Is The Crypto Bull Run Over?
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Nov 3, 2025 Dave Weisberger, a crypto commentator, James, a market analyst, and Mike, a bond strategist, delve into the recent Bitcoin decline amidst a stock market rally. They discuss whether Bitcoin's pullback is a cycle top or healthy consolidation. The trio examines liquidity's role in price movements, with James highlighting a $50B draw in standing repos. They also explore how banks are improving crypto custody and the impacts of AI on demand and market dynamics. Insights on macro signals and government shutdown effects add depth to their analysis.
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Gold Versus Bitcoin As A Risk Signal
- Mike warns the Bitcoin-to-gold disparity is historically extreme and worrying for markets.
- He tracks the Bitcoin/gold ratio and commodity divergences as early systemic risk signals.
Weekend Crypto Drop Was Momentum, Not Macro
- Dave says recent weekend crypto drops reflect momentum-driven liquidations, not macro death knells.
- He notes altcoins fell harder and traders' stops triggered a cascade after trade disappointments.
Don't Rely On Simple Seasonality Rules
- Dave urges skepticism about seasonality and four-year cycle rules when making investment calls.
- He warns against overfitting small datasets to predict markets.