In this episode of the Thinking Crypto Podcast, Tony Edward discusses the current altseason, highlighting the rotation of liquidity from Bitcoin to altcoins like Ethereum, XRP, and Solana. He analyzes market trends, noting the overbought condition of Bitcoin and the subsequent movement of liquidity into altcoins. Tony also touches on the potential approval of the Genius Act, the US government's Bitcoin holdings across different agencies, and the CME's exploration of 24/7 crypto trading, emphasizing the growing institutional interest in crypto. The episode also covers Talos' acquisition of CoinMetrix, underscoring the maturation of the crypto asset class and the importance of understanding market cycles and global liquidity.
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