The Wolf Of All Streets $1.7B Crypto Longs Gone in MINUTES! What’s Next? #CryptoTownHall
Sep 22, 2025
Featuring Brian Rudick, an executive from UPEXI with a focus on Solana-driven treasuries, and Alan, UPEXI's co-founder, this discussion dives into the fallout from a $1.7 billion liquidation in crypto markets. They explore how this event shapes market sentiment and the implications for treasury firms. The duo also unpacks recent M&A strategies, spotlighting the STRIVE/Semler deal, and emphasizes the need for transparency in investor metrics and registration challenges. It's an insightful look at liquidity and risks in an evolving digital asset landscape.
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Alt-Led Liquidation Was Unusual
- The $1.7B liquidation was broad across alts and not mainly Bitcoin, signaling a different market dynamic.
- It retraced 50% quickly and then entered a tight range, suggesting a one-off flush pattern rather than sustained collapse.
Exchange Concentration Amplified The Flush
- Bybit accounted for more than half the liquidations, implying exchange-concentrated positioning risk.
- Spot dumps during liquid times cascaded into derivatives closures and amplified the move.
Options Markets Stayed Surprisingly Calm
- Options implied volatility barely moved despite the flush, which is noteworthy for risk pricing.
- A modest volatility pick-up may follow, but initial option markets stayed calm.