Podcast Summary: Bitcoin & Crypto PRIMED For BULLISH Reversal Into September?

The Wolf Of All Streets – Host: Scott Melker
Guests: Andrew & Tillman
Date: August 19, 2025

Episode Overview

In this vibrant and timely discussion, Scott Melker is joined by returning guests Andrew and Tillman to analyze whether Bitcoin and the broader crypto market are about to flip bullish as September approaches. The trio unpacks technical signals, institutional flows, landmark stablecoin moves by the State of Wyoming, Ripple’s rapidly-evolving ecosystem, shifting regulatory climates, and the ripple effects for altcoins and DeFi. The episode is both informative and entertaining, with ongoing banter and a focus on actionable insights for crypto investors.

Key Discussion Points & Insights

1. Technical Set-up: Is The Retracement Over?

• Scott Melker’s Favorite Bullish Signal
  • Points to “bullish divergence” on the 4-hour RSI for Bitcoin.
  • “It's probably got an 80% hit rate at least for like temporary bottoms and tops... it feels like we're bottoming at the very least here.” – Scott (01:29)
• Andrew on Seasonality and Institutional Flows
  • Notes that as Wall Street returns from summer break, capital usually flows back into markets, notably through ETFs.
  • “Selling May and go away is literally coming to an end as we speak. And we're headed higher... you simply can't argue with large inflows of capital in the fall.” – Andrew (01:51)
• Tillman’s Perspective
  • Emphasizes that even if there is more short-term downside, these are buying opportunities, and believes the bull run is far from over.
  • Reiterates faith in the four-year cycle, dismissing claims that it’s dead.
  • “We haven't even begun the race... price should bounce pretty good.” – Tillman (03:38)

2. Seasonal Trends and Market Positions

• They reflect on the typical market action in August and May, mocking pessimism around dips, and comparing recent summer price movements.
  • “When do we ever get an up summer and we're bitching coming out of August?” – Scott (04:17)
  • Andrew references “reply guys” who wrongly predicted a sideways summer. (04:43)
• Discussion of upcoming crypto-related IPOs and institutional capital flows as major liquidity drivers.

3. Major News: Wyoming’s State-Issued Stablecoin

• Wyoming debuts the first US dollar stablecoin issued by a state, launching on seven blockchains (Arbitrum, Avalanche, Base, Ethereum, Optimism, Polygon, Solana).
  • “To have a state issue a stablecoin I think is an ace.” – Tillman (06:38)
  • Andrew highlights the strategic shift of incorporating in Wyoming due to its progressive policies and innovation. (07:33)
• Technical Choices & Real-World Use
  • Highlights Avalanche as the chain of choice due to its maturity; mentions the pilot program reducing government contractor payments from 45 days to seconds.
  • “Streamlining government payments is going to reduce costs, period. The end... Now imagine what's next, real time tax refunds.” – Tillman (08:50)
• Interoperability & Practicality
  • Discussion about the stablecoin being useable on Visa cards, bridging the digital with everyday spending (11:08).

4. Ripple’s Expanding Role & Institutional Adoption

• Ripple launches a new stablecoin, enables IPO proceeds (e.g., Bullish’s IPO) payments via its own stablecoin, arranges vast credit facilities (e.g., Gemini’s $175m).
  • “They're now offering IPO services and payment through their stablecoin. That's, that's first of its kind.” – Tillman (14:41)
  • “If I'm going to launch my IPO and I'm a big crypto company... you force people to buy it in your stable coin.” – Tillman (17:03)
  • Andrew likens this to the ICO boom, but with much more capital and institutional attention (16:00).

5. Altcoin Season & Coinbase’s Strategic Position

• Coinbase’s Monthly Outlook: “Altcoin Season Cometh”
  • “That's a full-throated endorsement of Alt Season... Coinbase is a monster and they are not slowing down.” – Andrew (18:06, 20:45)
  • They analyze Coinbase’s dominant position, customer loyalty, and its role as more than just an exchange (20:06).
  • Discussion of the regulatory, operational, and innovation-driven advantages Coinbase enjoys.
• Brian Armstrong Praised
  • “It's bet the jockey, right? And he's [Armstrong] one of the jockeys I would bet on.” – Tillman (21:14)

6. Regulatory Movements, Tether, and the “Revolving Door”

• Bo Hines leaves government for Tether, accelerating moves to bring Tether into US regulatory compliance.
  • “Tether dominates globally in terms of stablecoin usage... bringing them quote unquote onshore, there's nobody better to do that than Bo Hines.” – Andrew (22:32)
  • “They're just stacking chips right now to make sure that Tether is not left out when the Stable act is... fully realized.” – Scott (23:35)
• Reflection on the rapid change in regulatory sentiment—from “crypto hell” 18 months ago to today’s embrace by states and mainstream players.

7. MicroStrategy: Risks, FUD, and Resilience

• Discussion of MicroStrategy’s policy change allowing sales of shares below previous NAV thresholds as their share price falls.
  • Andrew highlights vocal critics like Jim Chanos (who is short MSTR) but dismisses the wider FUD:
    • “Bitcoin will survive anything, first of all. So there is no fear.” – Tillman (27:49)
    • Scott: “If I was throwing a yellow at the MicroStrategy chart, that is at a support level you would want to buy right there... all the vibes of a dead ass bottom.” (31:10)
  • Concerns about sustainability, transparency, and parallels to prior short squeezes discussed.

8. Arch Public’s Tools, Market Adaptation & Trading Automation

• Andrew and Tillman discuss the continued performance and growth of their platform, Arch Public.
  • Flexibility & Customization
    • Users can tailor strategies to harvest volatility across exchanges and coins, without giving up custody or trading control.
    • “What we want is people to use the tool, people to see the value... the time it saves them, the amount of emotional stress that it saves them...” – Tillman (36:01)
  • Performance Update
    • $10,000 portfolio has grown to $16,000+ in a year (36:32)
    • Significant recent trade: 8% profit in under 30 minutes.
  • Supporting Multiple Exchanges
    • Works across Kraken, Gemini, Coinbase; more integrations coming.
  • “You deposit your money in your brokerage account at your exchange of choice, and you plug in through TradingView to our software... completely user driven.” – Tillman (41:37)

Notable Quotes & Memorable Moments

• Scott (On the Market Mood):

  • “We're going to be so bored if we're talking about $115,000 bitcoin as bad.” (04:17)

• Andrew (On Regulatory Change):

  • “A reminder, 18 months ago, we were in crypto hell... now we're in a position where we're just crypto leaning forward across a bunch of different versions of regulatory bodies associated with finance here in the United States.” (24:34)

• Tillman (On Bull Market Resilience):

  • “Bitcoin will survive anything, first of all. So there is no fear...” (27:49)

• Scott (On Market Psychology):

  • “Maximum FUD price at the lowest level in a while... all the vibes of a dead ass bottom.” (31:10)

• Andrew (On Coinbase):

  • “You can't understate the behemoth that Coinbase is... it's where they have large, large portions of their... capital.” (20:06)

Timestamps for Key Segments

• 00:01 – Introduction, market retracement, Scott’s favorite RSI signal
• 01:48 – Andrew & Tillman on seasonality, institutional flows, and four-year cycle
• 06:16 – Wyoming’s new state-issued stablecoin
• 08:50 – Why Avalanche and real-world government payment disruption
• 11:08 – Multi-chain stablecoins and Visa card discussion
• 13:13 – Ripple’s stablecoin strategy, Gemini IPO, new capital flows
• 17:38 – Coinbase predicts “altcoin season cometh”
• 20:06 – Coinbase’s market dominance and business model
• 22:29 – Bo Hines moves from government to Tether; Tether’s US compliance push
• 26:07 – MicroStrategy changes policy, market skepticism and FUD
• 31:10 – Technical bottom in MicroStrategy stock, comparison to Tesla short squeeze
• 33:53 – Arch Public platform updates, new assets, concierge program
• 36:32 – Performance of $10,000 portfolio, recent trades and automation benefits
• 38:22 – Using altcoin volatility to grow Bitcoin positions
• 40:32 – Multi-exchange support and expansion plans

Episode Summary

This episode provides a comprehensive look at the catalysts shaping the coming months in crypto—from technical signals to institutional momentum, state-level stablecoin launches, and the impact of new regulatory clarity. Ripple, Wyoming, and Coinbase each emerge as pivotal players in a rapidly-evolving landscape. There’s optimism about a bullish September, skepticism about lingering FUD, and enthusiasm for using volatility and new tools to build wealth in the coming cycle.

For more: Check out ArchPublic.com and follow Scott Melker and guests for future updates.