The Wolf Of All Streets Bitcoin CRUMBLES As Global Uncertainty Hits All Time High's! Should We Be Worried?
Feb 18, 2026
Mark Yusko, founder and CIO of Morgan Creek Capital and macro/digital asset investor, joins to dissect shifting Bitcoin ownership. They trace quiet institutional accumulation and falling individual holdings. They debate whether halving cycles still matter and explore market structure, miner economics, and regulatory risks. Conversation touches on prediction markets, on-chain shares, and Bitcoin as a hedge against rising global uncertainty.
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Silent Institutional Accumulation
- Bitcoin ownership is shifting from individuals to institutions as ETFs and companies accumulate supply.
- This change weakens the original narrative of money separated from the state but strengthens institutional liquidity and price support.
Uncertainty Peaks While Individuals Exit
- Global uncertainty indices are at historical highs, surpassing COVID and 9/11 periods.
- High uncertainty coexists with weak individual Bitcoin holdings, reflecting distrust and concentration of assets.
Avoid Heavy Leverage On Bitcoin
- Avoid heavy leverage on Bitcoin because high volatility makes large positions risky.
- Use disciplined risk management: cut losers fast and press winners to survive market cycles.