ATC quote · Jun 4, 2026 · 0:33:24
“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…”
Landy @CryptoLandy
From All Things Crypto- Knicks Take Game 1 & Empress $HYPE Victory Lap, Jun 4, 2026 · Episode page

In context
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…
0:36:22 Kantorcodes @Kantorcodes: I I mean, I'll probably just get a lot of slack for this. It's been... That's fine. My my kinda take is that if you're rotating out of crypto so that you can capitalize on these IPOs, if you're planning to invest in a company that's not a chip or at the CapEx level, then I feel like that is a mistake because the unit economics haven't been figured out yet. That... That's what I'm trying to say. And it... It's so…
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