
The Wolf Of All Streets Is The Bitcoin Bottom In? #CryptoTownHall
Feb 3, 2026
Carlos (legal and crypto policy expert) and Dave Weisberger (markets and tokenization commentator) discuss whether Bitcoin has bottomed, citing oversold signals and cautious optimism. They cover stablecoin regulation as political theater, rising institutional tokenization, and the risks and opportunities of autonomous AI agents creating on-chain activity.
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Episode notes
Bottoming Is A Process Not A Moment
- Scott Melker and panel prefer the term "bottoming" because market bottoms are processes, not single events.
- Extreme fear, oversold indicators, and macro liquidity make the current price a compelling buy even if one more low occurs.
Watch Stablecoin Policy Theater Closely
- Carlos warns regulators' theater (stablecoin meeting) signals no real compromise; expect continued battles.
- Do monitor policy moves closely because they materially affect crypto's neobank and banking incumbents' competition.
Agentic AI Will Reshape Crypto Usage
- Panel sees autonomous AI agents as an upcoming major force in crypto usage and trading.
- Early risks include hacks, tax and legal gray areas, and chaotic agent-to-agent market activity.
