The Wolf Of All Streets

$258M ETF Inflows. Fear at 11. Bottom In? #CryptoTownHall

Feb 25, 2026
Discussion of Bitcoin consolidation around $66K and whether a market bottom has formed. Debate over Vitalik's ETH sales and Ethereum Foundation treasury moves. Analysis of Meta planning a stablecoin return and implications for dollar dominance. Examination of Kraken and Coinbase tokenized, 24/7 stock perps and how prediction markets shift crypto speculation.
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INSIGHT

Multiple Bottom Signals Around $66K

  • Bitcoin shows multiple bottoming signals despite market fear and consolidation around $66k.
  • Scott Melker cites crypto Fear & Greed at 5 then 11, weekly RSI touching all-time low, and MicroStrategy heavy shorting as reasons this could be a bottom.
INSIGHT

24/7 Tokenized Stock Perps Create Weekend Risk

  • Tokenized stocks with 24/7 perps blur crypto and legacy markets, creating new liquidity and unusual weekend volatility risks.
  • Scott warns Kraken will offer tokenized stock perps but still require T+1 settlement mechanics and special margin handling in the US.
ADVICE

Trade Tokenized Stock Perps With Extreme Caution

  • Be cautious trading tokenized-stock perps because they can diverge from regular market prices and have complex settlement rules.
  • Scott notes Kraken's perps will still face T+1 settlement in the US and unusual liquidation mechanics, so manage leverage carefully.
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