The Wolf Of All Streets Is Bitcoin Still A Risk Asset? | Macro Monday
24 snips
Jul 28, 2025 
Join Dave Weisberger, a seasoned market advisor, Mike McGlone, a macro crypto strategist, and James Lavish, a macro analyst, as they delve into Bitcoin's shifting perception as a risk asset. They explore a significant $9B Bitcoin whale move and the implications of recent Ethereum ETF inflows. The trio discusses the potential for stagflation affecting Bitcoin, historical context for its investability, and the socio-economic impacts of technology adoption and wealth distribution. Tune in for their insights on the evolving financial landscape!
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Size Positions By Market Liquidity
- Asset managers size their positions based on liquidity and impact cost, which depend on volatility and volume.
- Improved Bitcoin market liquidity and low volatility make it more investable for large funds now.
Massive Bitcoin Sale Exhibits Maturity
- Bitcoin's improved investability is demonstrated by a $9 billion 80,000 BTC whale sale causing less than 3% price impact.
- This contrasts strongly with prior sales showing much higher market disruption, signaling market maturity.
Fed Independence Is An Illusion
- The Federal Reserve is not truly independent but functions as a private institution serving the banking cartel.
- This contributes to wealth inequality and social issues through control of money and policy manipulation.
