The Wolf Of All Streets BTC Flash Crash: Final Shakeout Before Liftoff? | CryptoTownHall
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Nov 5, 2025 The hosts tackle Bitcoin's recent sharp decline, exposing market fear and retail capitulation. They analyze short-term holder losses and the intriguing bullish divergence despite the panic. With historical drawdowns in view, they discuss the implications of macro liquidity and its influence on the crypto landscape. Key conversations include mining economics, ETF trading patterns, and the growing interest in utility-driven tokens. Insightful predictions emerge around behavioral changes in trading and the evolving role of Bitcoin in investment portfolios.
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Retail Capitulation Pattern
- Retail-led sell-offs follow a pattern: morning weakness, afternoon reversal, then late-day margin-driven acceleration.
- Dave Weisberger says yesterday looked like a capitulation that benefited market makers widening spreads.
Short-Term Loss Spike Signals Exhaustion
- Short-term holder realized losses spiked to levels not seen since April, signaling seller exhaustion.
- Andre notes the drawdown (~21%) matches normal bull-market corrections in depth and is shorter in duration so far.
Sovereign Miners Change Hash Dynamics
- Mining market shows mixed actors: commercial miners and sovereign players lowering price sensitivity.
- Marshall estimates nation-state/miners ~15% today and growing, affecting hash rate and difficulty.