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Crypto Struggling, Metals Ripping, Active Trading, Death of Crypto Twitter

17 snips
Jan 20, 2026
This week, the hosts dive into the struggles of crypto against the backdrop of soaring metals. They explore promising altcoins and Avi shares insights on active trading strategies. The shift from crypto opportunities to equities and commodities is discussed, highlighting declining liquidity. They also address the decay of Crypto Twitter and the community's move to alternative platforms like Telegram. Finally, geopolitical influences driving capital into precious metals are analyzed, alongside a bullish outlook on gold and silver.
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INSIGHT

Prolonged Standstill Creates Supply Overhang

  • Bitcoin and altcoins have been largely sideways for over a year, testing participant patience.
  • Large holders are selling accumulated Bitcoin, creating persistent supply pressure before a potential rebound.
INSIGHT

Metals Outperform Crypto Right Now

  • Precious metals are ripping while Bitcoin lags despite similar macro drivers.
  • Some capital is shifting into gold, silver, and other commodities as an alternative to US assets.
ANECDOTE

OG Founders Selling Bitcoin To Fund New Firms

  • Avi relayed a story of Bitcoin OG founders selling BTC to fund a trading firm.
  • Their selling of Bitcoin funds other ventures and pressures prices from legacy wallets.
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