The Wolf Of All Streets Bitcoin PRIMED To Rally As Vanguard Launches & Fed QT Ends?
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Dec 2, 2025 Josh Frank, a data-driven crypto commentator from The Tie, shares insights on fund flows and institutional capital. Tillman Holloway discusses retail behavior and the implications of MicroStrategy's strategies. Andrew Parish offers anecdotes on trading platforms and institutional dynamics. The guests analyze Vanguard's surprising Bitcoin ETF move and its impact on market sentiment. They also delve into Tether's balance sheet controversy and dissect current liquidity trends, highlighting opportunities and risks for retail investors amid a shifting crypto landscape.
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Institutions Follow Winners, Not Ideology
- Vanguard's spot ETF move signals institutions following winners like BlackRock rather than ideological shifts.
- Andrew Parish says Vanguard's capitulation reflects competitive pressure and customer demand.
ETF Demand Persists Despite Pullbacks
- ETF inflows persist even during pullbacks, showing structural demand for Bitcoin.
- Joshua Frank notes that funds are raising far less capital now than in 2021–22, limiting broader crypto deployment.
Buy Pullbacks Prudently
- Treat deep pullbacks as disciplined buying opportunities but keep cash ready for future entries.
- Tillman Holloway advises not to overextend and to keep powder dry for more favourable dips.
