Crypto’s Next Risk-On Phase, BAYC’s Social Club Bet
About this episode
Cap discusses the potential for a new risk-on phase in crypto driven by various market factors and policy discussions.
Cap framed crypto as a market that feels closer to a loaded spring than a breakdown, arguing that ETF inflows, stablecoin growth and more capital moving onchain are setting up the next real risk-on phase. He tied that optimism to near-term policy and macro catalysts, from the Clarity Act window to renewed conversation around a Strategic Bitcoin Reserve, while stressing that the next big winner may still be something the market is not fully watching yet. That broader thesis met pushback in a l...
People in this episode
Host: Cap
Topics covered
- crypto markets
- ETF inflows
- stablecoin growth
- risk-on phase
- policy catalysts
- macro catalysts
Mentioned in this episode
Organizations: BAYC
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