The Wolf Of All Streets Bitcoin Shaky On Mixed Fed Sentiment #CryptoTownHall
Dec 11, 2025
This discussion features Dave Weisberger, a crypto market commentator, Mike, an expert in macroeconomics and precious metals, and Paul, a crypto technologist. They explore the interplay between Fed policy and Bitcoin's volatility, cautioning about precious metals attracting investors away from crypto. Key topics include regulatory challenges, the tension between Bitcoin as a store of value versus utility, and the impact of upcoming economic trends on market psychology. The panel also highlights how geopolitical influences affect capital flows and Bitcoin's everyday usability hurdles.
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Hot Money Shifting To Precious Metals
- Scott Melker and Mike note hot money is flowing into precious metals, particularly silver, rather than crypto this cycle.
- That shift explains part of Bitcoin's muted performance despite broader liquidity in markets.
Trim Positions When Metals Grab Alpha
- Mike advises lightening up on precious metals once they show extreme, stretched moves and alpha grabs.
- He warns new longs at those levels face poor risk-reward and large drawdowns can follow.
Risk Assets Drive Fed Cut Dynamics
- Mike argues risk assets falling is the primary historical trigger for Fed rate cuts, with crypto as the leading edge of that risk move.
- He sees crypto and precious metals showing similar late-cycle piling behavior.
