The Wolf Of All Streets "Crypto Is DEAD" - Bitcoin's Silent Exodus Continues As Markets Bleed!
Dec 18, 2025
Sid Pal, a DeFi and crypto lending executive from Maple Finance, shares his insights on the current state of Bitcoin and the broader crypto market. He argues that instead of dying, crypto is integrating into traditional finance, especially with tokenization gains. The duo discusses the implications of large Bitcoin sell-offs and ETF trends, alongside upcoming revenue opportunities in DeFi. Sid emphasizes the need for innovative, value-generating products in crypto, predicting a strong institutional adoption trajectory by 2026.
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Crypto Is Becoming Invisible Infrastructure
- Crypto is no longer a standalone industry and is becoming embedded in broader finance and payments rails.
- Products must use crypto rails invisibly and solve real problems, not target crypto-native audiences.
Whale Exodus Released Pent-Up Supply
- Roughly $300 billion of long-dormant whale wallets moved in 2025 creating major sell pressure and market volatility.
- Much of that supply may have been absorbed by institutions who will hold or pledge it, reducing repeat risk.
Tokenization Will Follow An S‑Curve
- Institutional tokenization and DTCC moves suggest TradFi settlement will shift on-chain but timelines follow an S-curve.
- Full migration in two years is unlikely, but multi-year acceleration of tokenization is plausible.