All Things Crypto

ATC quote · Jun 4, 2026 · 0:30:50

“You know, I I think with the liquidity thing, I always get... I always start thinking about question marks because we've been covering AI now for two years at HOL, and we've been looking…”

Kantorcodes @Kantorcodes

From All Things Crypto- Knicks Take Game 1 & Empress $HYPE Victory Lap, Jun 4, 2026 · Episode page

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0:30:33 Dave @DCBK2LA: Here's what we're gonna do. We're gonna... Like like, find them up. Let me say what's up to Cantor. We're gonna go around. I wanna hear Empress' hype, obviously, like, flood corrections on on on what everybody else has been saying out here, and then I'm gonna swing back around to you. But let me say what's up to Cantor. Cantor, what's good?

0:30:50 Kantorcodes @Kantorcodes: You know, I I think with the liquidity thing, I always get... I always start thinking about question marks because we've been covering AI now for two years at HOL, and we've been looking specifically at this big liquidity event. And it's not just SpaceX, and I know that, Alpha, you hinted at this too. There's at least $5,000,000,000... I mean, $5,000,000,000,000 of valuations looking to IPO at this point. Right?…

0:33:24 Landy @CryptoLandy: There is a lot of money that is going to consolidate, and we're gonna see rotation. Everybody always points to global liquidity rising, but we're actually gonna enter, I think, a period of liquidity crunch in the middle of all of these IPOs. And I think this is gonna cause markets... Market structure overall to buoy and stay up, but the... We're gonna keep seeing successive shocks to markets over and over and over…

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