The Wolf Of All Streets Major Bitcoin Setback Imminent? Gold & Silver Volatility Signals Market Stress!
Jan 27, 2026
Joshua Frank, crypto analyst at The TIE, breaks down metals, market flows, and industry trends. He explains supply and demand drivers behind the gold and silver surge. Conversations cover battery-driven silver demand, massive ETF flows, capital rotation from crypto into public markets, and whether Bitcoin is treated as a risk asset or store of value.
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Commodities In Price-Discovery Mode
- Silver and gold experienced extreme short-term volatility driven by concentrated demand and supply frictions.
- Andrew Parish explains industrial uses and supply contracts (e.g., Samsung) are amplifying price discovery.
Capital Is Shifting Toward Public Crypto Equities
- Crypto capital is shifting toward publicly listed crypto companies and VC-style investments.
- Andrew Parish warns liquid hedge funds struggle to raise capital compared with VC raises.
Favor Revenue-Generating Tokens
- Treat tokens like businesses: focus on revenue-generating protocols that can buy back supply.
- Parish suggests fundamentals will matter once speculative sellers wash out.