The Wolf Of All Streets JPMorgan Says De-Risking Is Over. Turn Incoming? #CryptoTownHall
Jan 9, 2026
In this engaging discussion, macro expert Amateo sheds light on Fed backstops and liquidity strategies impacting crypto markets. Andre digs into the relationship between market dynamics, volume trends, and realized profits/losses. Meanwhile, CJ shares insights on dollar dilution and the shift towards gold as a hedge. The panelists explore how fiscal spending and sector shifts could catalyze a rotation from precious metals into Bitcoin. With optimism for 2026, they debate risk appetites and the implications of a changing labor market on retail crypto interest.
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Time-Based Capitulation Can Suddenly Flip
- Bitcoin's months-long tight range around $90K-$92K reflects "time-based capitulation," not necessarily market failure.
- One large green candle (rapid rally) could trigger reflexive FOMO and change sentiment quickly.
Position For Sudden Catalysts
- Prepare for rapid sentiment shifts by sizing positions conservatively and avoiding excessive leverage.
- Expect one unforeseen catalyst (like SVB) to reorder allocations and trigger large flows.
Market Is Waiting; Volumes Are Cratered
- Spot, futures, ETF and options volumes are all unusually low, producing low realized profits and losses.
- Low volume suggests the market is waiting for an exogenous catalyst before resuming clear direction.