All Things Crypto

ATC quote · Jun 4, 2026 · 0:36:22

“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…”

Kantorcodes @Kantorcodes

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

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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…

0:36:58 Landy @CryptoLandy: Well, Cantor, I mean, what what we're seeing is the tale of two markets. Right? One in a in a bull market that never broke structure and one in a bear market that did break structure, that being crypto. We're going through and we'll continue to go through even in the bull markets. We'll... Obviously, that's when we see most of the distribution. But we're going through a distribution period within crypto, and you're…

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