
CRYPTO LIQUIDATION AFTERMATH - NOW WHAT?
New episode w/ @cmsholdings & @SplitCapital
This is a deep dive into the circumstances that led to the cascading selloff, what it means moving forward, why this will happen again(!), bearwhale shortseller, alts vs BTC, cycle inflection points, too many coins thesis, and more...
TIMESTAMPS:
0:00 Altcoin crash quantified
06:47 Cascading liqs & market makers
11:43 Circuit breakers
13:18 Cabal or coincidence
16:43 Why this will happen again
20:01 New exchanges = new games
22:43 Narrative violation
25:59 Bearwhale insider(?)
27:38 Jin Bitforex lore
31:00 Impact of giant sellers
33:45 Binance reimbursements & CZ villain arc
36:47 Too many coins thesis
41:25 Altcoin ETFs = pump or fade?
43:36 New runners
45:44 Current winners vs Q4 launches
English







