The Wolf Of All Streets Bitcoin Whales Dump $45B While The Fed Pumps In $50B To Save Markets!
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Nov 5, 2025 Mark Yusko, founder of Morgan Creek Capital and a visionary in macro investing, joins technical analyst TX West Capital to dissect the tumultuous crypto landscape. They dive into the alarming $4.5 billion sell-off by Bitcoin whales amid $50 billion in Fed liquidity injections. Yusko explains the mechanics behind large institutional sales and critiques market volatility, while TX West identifies crucial support levels and breakout criteria for Bitcoin and Ethereum. Together, they navigate the risks of CBDCs, market sentiment, and the fragility of altcoins in a shifting financial atmosphere.
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Whale Selling Versus ETF Demand
- Large whale sell-offs are materially affecting Bitcoin price despite ETF inflows.
- Scott Melker highlights $45B+ of whale selling alongside heavy Fed reverse repo activity as market pressures.
Fund Redemptions Force Sales
- Mark Yusko described returning fund capital that may force selling of Bitcoin holdings.
- He explained institutional constraints require returning investor capital even if it means selling crypto.
Market Cap Illusion And Low Cost Bases
- Low cost-basis holders can sell large positions without needing the price to stay high.
- Yusko stresses market-cap illusions: single trades set headline prices that overstate liquidity.