The Wolf Of All Streets Bitcoin Supercycle Still Ahead? Institutions, Banks & Governments Accumulate!
Nov 13, 2025
Iago, a crypto entrepreneur and developer focusing on Bitcoin infrastructure, joins to discuss the groundbreaking approval of the U.S. spot XRP ETF, signaling a surge in institutional interest. He also covers Taiwan's potential Bitcoin reserve plans and the implications of the SEC's new 'Token Taxonomy' for future regulations. The conversation dives into how stimulus checks might influence retail crypto demand and whether the traditional four-year Bitcoin cycle is evolving into something new. The episode offers an engaging blend of insights into crypto markets and institutional adoption.
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Token Taxonomy Could Shift Oversight
- Paul Atkins' token taxonomy would sort tokens into payments, utility, commodities, and securities, shifting most oversight away from the SEC.
- This reclassification could move the majority of crypto regulation to the CFTC and enable freer cross-border trading.
Regulatory Convergence Brings Stability
- Atkins' taxonomy mirrors earlier international frameworks and adds a 'commodity' bucket that comfortably fits Bitcoin.
- That change signals regulators backing down and could bring long-term stability to crypto rules.
Maturity Reduces Security Risk
- Atkins ties token status to network maturity and diminishing issuer control using the Howey framework.
- Mature networks trading without reliance on an issuer may no longer be securities under this view.