Unchained Bits + Bips: How Wall Street Could Make a Killing off the Next Crypto Winter - Ep. 908
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Sep 23, 2025 
Austin Campbell, Founder of Zero Knowledge Consulting, and Vinny Lingham, Co-founder of Praxos Capital, dive deep into the crypto landscape. They discuss the recent $1.5 billion in liquidations and what it could mean for the market. The duo explores how tokenized stocks might provide insider advantages and debates the merits of gold even at record highs. Additionally, they provide a bearish outlook on liquidity risks and the implications of DAT proliferation, raising important questions about market fragility.
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Vinny’s Early Crypto Entrepreneurship
- Vinny recounted building Civic, selling to First Data, and early Bitcoin involvement since 2013.
- He said Civic survived a tough regulatory period and is launching a new product.
Short-Term Liquidations Mask Bigger Signals
- Liquidation spikes followed seasonal weakness, post-options expiry flow, and lack of catalysts, not a single fundamental shock.
- Ram advises these events can be buyable if managed carefully and watched day-to-day.
Match Reporting Cadence To Company Type
- Consider reporting frequency by company type: more frequent for banks, less for stable retailers.
- Ram and Austin suggest tailored cadence improves focus for management while balancing investor transparency.