OVER DEZE AFLEVERING
In this episode, Pete Janney and Greg Cipolaro discuss signs of market stabilization following bitcoin’s sharp drawdown despite broader stresses emerging across the crypto ecosystem. They examine volatility levels, ETF outflows, pressure on digital asset treasury companies, and how institutionalization may be increasing bitcoin’s correlation to traditional risk assets during periods of market stress.
The conversation also explores deleveraging across crypto markets, consolidation dynamics following major selloffs, evolving investor positioning, and why quieter market conditions may ultimately help establish a longer-term bottom. Finally, they discuss potential catalysts ahead, including legislative momentum, institutional participation, and renewed interest in upside exposure through options markets.
