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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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This episode dissects the converging signals that point to severe structural pressure in crypto, combining news, technicals, social sentiment, and expert commentary.
We examine institutional ETF outflows, Grayscale’s quiet altcoin listings, and thin liquidity that produces violent liquidation cascades on leveraged altcoins, while highlighting Monad’s tokenomics that could create short-squeeze risk.
Macro threats — a Deutsche Bank warning on Japan’s bond/yen dynamics and rising geopolitical risks — could force broad liquidations and hurt risk assets like crypto.
Finally, two bearish narratives clash: a multi-year cycle-driven grind to 2026 versus an ETF-fueled rapid unwind. The episode asks whether incoming institutional infrastructure can ultimately reverse this pressure.
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