Steady Lads Can ETH Keep Pumping Or Is It All Over?!
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Aug 16, 2025 
This podcast features Jeff Park, CIO of ProCap BTC and Bitwise advisor, and Dim Selk, a trader at Selini Capital, sharing their deep insights on the crypto landscape. They discuss the resurgence of Ethereum amidst market volatility and the evolving dynamics of stablecoins. Jeff explains the concept of ETH Treasury companies, while Dim delves into the potential for alt season and market trends. Their expert predictions balance optimism and caution, navigating the complexities of crypto investments and trading strategies.
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Access And Hyper-Financialization Drive Crypto
- Global capital markets now blur institutional and retail access, amplifying crypto demand through new products.
- Hyper-financialization and retail-sized institutional products create lasting tailwinds for crypto treasuries.
Borrow, Buy, Build Explains Treasury Alchemy
- Treasury companies succeed by borrowing, buying, and building on top of assets to create alpha.
- Saylor-style leverage and innovative preferreds unlocked new financing and retail participation in treasuries.
Liquidity Plus Volatility Is A Unique Product
- Liquidity plus volatility at scale is rare and creates a powerful financial product when combined.
- Bitcoin uniquely offers both scale and a perceived credit floor, enabling distinct financing arbitrage.