James (newsletter author)
Market commentator and newsletter author focused on macro, liquidity and crypto distribution; provides forensic takes on repo activity and long-term coin movement.
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Nov 3, 2025 • 1h 2min
Bitcoin Crashes While Stocks Rally! Is The Crypto Bull Run Over?
Dave Weisberger, a crypto commentator, James, a market analyst, and Mike, a bond strategist, delve into the recent Bitcoin decline amidst a stock market rally. They discuss whether Bitcoin's pullback is a cycle top or healthy consolidation. The trio examines liquidity's role in price movements, with James highlighting a $50B draw in standing repos. They also explore how banks are improving crypto custody and the impacts of AI on demand and market dynamics. Insights on macro signals and government shutdown effects add depth to their analysis.
