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This was objectively one of our best episodes
29.7.2025
New episode is out now! @jvb_xyz @AviFelman
We discuss:
- Galaxy sells 80,000 BTC
- How do OTC desks work?
- The rise of DATs (will they blow up)
- Has ETH/BTC bottomed, alt season & more!
Timestamps:
00:00 Intro
01:33 Galaxy Sells 80,000 BTC
10:53 Ads (Kraken OTC, Katana)
11:59 How To Execute Large OTC Sales
18:46 The Rise Of Crypto Treasury Companies
32:21 Ads (Kraken OTC, Katana)
33:27 What Would Cause An Unwind In DATs?
44:32 Has ETH/BTC Bottomed?
49:41 Can ETH Outperform?
55:46 Final Thoughts
Links below ↓
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