The Wolf Of All Streets Bitcoin Breaks $112K Resistance! Are All Time Highs Next?
Sep 11, 2025
Josh Frank, a crypto expert, dives into Bitcoin's surge past $112,000 and the implications of upcoming all-time highs. He discusses the Avalanche Foundation's innovative $1 billion fundraising and how it alters market strategies. The conversation also highlights the challenges of tracking investor behavior in digital assets and the impact of regulatory changes. Additionally, Frank humorously reflects on John McAfee's bold predictions and the wild dynamics of retail investor reactions in a volatile market. It's a deep dive into the changing landscape of cryptocurrencies!
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Premium Harvesting Drives Treasury Demand
- Treasury vehicles create potential MNAV arbitrage: buy in-kind at a discount, sell shares at a premium to NAV.
- That structure lets investors and projects capture immediate value without direct token sales.
Funds Hold Massive Positions They Can't Dump
- Many large investors already held huge token positions and couldn't publicly sell without crashing prices.
- Funds sometimes return value via in-kind dividends rather than market selling their token stakes.
Verify Fundraise Details Before Assuming Value
- Scrutinize fundraising claims and demand transparency about cash vs in-kind components.
- Favor deals disclosing percentages of tokens contributed in-kind versus cash purchases.