The Wolf Of All Streets

“BLACKROCK HEAD OF DIGITAL ASSETS ROBERT MITCHNICK SAYS BITCOIN SENTIMENT IS TURNING AS $BTC DECOUPLES FROM STOCKS”

“David Duong on when he thinks Bitcoin buyers come back "How do we time when to get into Bitcoin, when does it come back? We're in the summer doldrums, liquidity isn't great right now. Probably this drags on another 4 to 6 weeks, that's my guess" "That puts us sometime in September, which also puts us before that 10/10 event from 2025" "I think that's the sweet spot for people to start accumulating Bitcoin again and coming back"”

“Bitcoin Is Setting Up For A BREAKOUT - $853m Just Flooded Into ETFs https://t.co/QcPQgMp4bY”

“Bitcoin Is Setting Up For A Breakout - $853m Just Flooded Into ETFs Discussing Live @ 9 AM EST https://t.co/xnBThuP5Mr https://t.co/m7nh1lQlPL”

“Bitcoin Has ZERO Bank Liquidity - That's About To Change | Christopher Perkins https://t.co/tdP9F8cOjZ”

“Bitcoin Has ZERO Bank Liquidity - That's About To Change | Christopher Perkins Discussing Live @ 9 AM EST https://t.co/RGUW2VLlTW https://t.co/w9ggRc1QSA”

“BERNSTEIN SAYS TEXAS DATA CENTER AUDIT COULD BOOST $BTC MINERS AND AI INFRASTRUCTURE VALUE”

“"If you're in the bowels of Crypto Twitter it's the era of despair, but when you talk to Morgan Stanley or Wells Fargo, it's completely different" Bitwise CIO Matt Hougan on the gap between Crypto Twitter's despair and Wall Street's calm "If you're in the bowels of Crypto Twitter, it's the era of despair, Bitcoin is over, this is the end. But when you talk to Morgan Stanley, Wells Fargo, UBS or Merrill Lynch, it's completely different. They started reorienting around Bitcoin two years ago, and they move in decade long cycles, so they're now pointing their guns at this industry and starting to move ahead" "That's why Morgan Stanley is launching Solana ETFs even when Solana is down from its all time high. Imagine we're six months from now and Bitcoin has rallied. Twitter, in despair right now, will recast today, they'll say Bitcoin is maturing, our pullback was only 50%, it was 75% in the last drawdown, this is exactly on trend" "That's the story at Wall Street already. They're like, Bitcoin goes in four year cycles, this one looks better than the last, of course we're going to allocate. There's no worry on Wall Street. What will Crypto Twitter say in six months is the conversation happening right now on Wall Street, this is a nice pullback, a good entry point"”

“BITMINE $BMNR CHAIRMAN TOM LEE SAYS ETHEREUM $ETH OUTPERFORMED NASDAQ 100 IN JULY”

“JIM CRAMER SAYS HE WILL SELL $BTC DUE TO QUANTUM THREAT”

“Kyle Reidhead says why buy crypto when the stock market looks this good "I just think we're in the best earnings season we've been in in years. I don't see a reason for the stock market to go a lot lower than it already has. We've kind of completed a big correction, and I think we're going to have a great end to the year" "I agree crypto probably doesn't go along with it, because it's just too much competition. If there's this much money going into the stock market and the earnings are this good, why would I buy crypto assets that have no growth? Stablecoins haven't grown since October" "There's just not a lot of things happening in the crypto world, so I don't really see that having a big moment. But I do think the stock market will do extremely well"”

“Dave explains why Ethereum has been holding up against Bitcoin lately "Crypto has been in a ridiculous bear market since October, so we're coming up on 10 months now. Bitcoin bottomed, a lot of other cryptos haven't, and that dichotomy is there" "We saw a rally of Ethereum versus Bitcoin last week, it bounced off the 0.03 level and it's now 0.029 and a half or below. Why does this matter?" "It's because Tom Lee has been buying while Saylor's been selling, and that's probably the biggest reason for that. Liquidity does tend to trump things"”

“Kyle Reidhead says Saylor's selling is the red flag keeping buyers out of Bitcoin "For Bitcoin to have a big day, there's a lot of things that need to go right and happen right now, and none of them are really happening. I think Saylor is still putting a bit of a red flag on the market, so a lot of people don't want to come into the market until he figures out whatever the heck he's doing" "I'm not overly concerned about it, but it's dragged on longer than people thought. Bitcoin, or at least the crypto industry outside of Bitcoin, is a little different because they're not as affected by this" "I do think people are kind of afraid to go and allocate to Bitcoin while Saylor keeps raising dollars and selling Bitcoin at the moment, as we saw this morning. I think he sold, was it over a thousand Bitcoin? I'm pretty sure"”

“Mike McGlone says treasuries will be the best performing asset this year "What I think is happening in metals now is very similar to what I've seen in crypto for almost a year now. People keep fighting the trade. 2025 was the best year ever for these non-income producing assets, for that whole narrative of unstoppable deficit spending, but markets lead narratives and then they shift" "That's why I still think bottom line, this year the best performing assets will be treasuries" "Anybody who's been selling risk like gold, silver and Bitcoin on rallies and going over to treasuries is doing fine. What's going to happen in the next few months, that's the big thing, that's what's going to really matter"”

“BOTTOM SIGNAL: Bitcoin's longest historical "FEAR" stretch “When you zoom out on the one-year trend, this was the longest period we’ve ever spent in fear and extreme fear in history” “Are people usually right when they’re extremely fearful? Is that a top signal or a bottom signal? Of course it’s a bottom signal, and we still remain in fear to this day” “Historically, long extended periods of extreme fear are bottom signals, not top signals””