The Wolf Of All Streets Crypto Falls Despite US-China Deal! What’s Going On? | CryptoTownHall
41 snips
Nov 3, 2025 
Mauricio Di Bartolomeo, co-founder of Ledn and a key voice in Bitcoin-backed lending, shares insights on the rapidly evolving crypto landscape. He discusses Ledn's impressive growth and the factors driving Bitcoin-backed lending, highlighting the demand primarily from the U.S. Mauricio explains the importance of proof of reserves for customer trust and how increasing institutional capital could lower borrowing rates. He also reveals that borrowers are leveraging loans to access liquidity while retaining their Bitcoin positions.
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AI Deals Create Crypto Sector Catalysts
- AI deals (AWS/OpenAI/Microsoft) are driving stock and miner moves, creating sector-specific catalysts separate from crypto fundamentals.
- Bitcoin benefits indirectly from compute/electricity demand as new grids and stability solutions become necessary.
Sentiment Often Outweighs Fundamentals
- Market moves are often driven by sentiment more than fundamentals, creating buy opportunities when fear is highest.
- Scott and Dave note optimal contrarian times: buy when fearful, sell when everyone is greedy.
Institutional Adoption Is A Long Game
- Institutional adoption could dramatically raise Bitcoin's institutional NAV, but that value may take years and retrace further before realizing.
- Institutional moves don't happen overnight and MNav can stay depressed for long periods.