11 Million BTC Underwater… Capitulation or Opportunity? #...

What this episode covers

11 million Bitcoin underwater...capitulation or opportunity? Today's panel explains why the stat is overstated due to custodial ETF and exchange holdings where transfers no longer signal real ownership. They cover record long-term holder conviction, the persistent four-year cycle with possible lower lows into Q3/Q4, and lack of true capitulation without leverage deleveraging. Macro pressures from SpaceX liquidity drains, geopolitics, and inflation are weighed against stablecoins powering dollar dominance, tokenization, and RWAs. The discussion highlights crypto’s bifurcation into Bitcoin as neutral collateral versus infrastructure for AI agents and machine-to-machine payments. Special focus on MicroStrategy’s STRC yields, MNAV debates, dilution risks, cash runway issues, and “investigation” headlines as law firm class-action PR, alongside current bear market frustration and the constructive long-term outlook. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Frequently Asked Questions

How long is this episode of The Wolf Of All Streets?

This episode is 53 minutes long.

When was this The Wolf Of All Streets episode published?

This episode was published on June 26, 2026.

What is this episode about?

11 million Bitcoin underwater...capitulation or opportunity? Today's panel explains why the stat is overstated due to custodial ETF and exchange holdings where transfers no longer signal real ownership. They cover record long-term holder conviction,...

Can I download this The Wolf Of All Streets episode?

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