Podcast Summary: The Wolf Of All Streets Episode: Bitcoin EXPLODING To $110,000?! Altcoin Season About To ERUPT? Release Date: July 9, 2025

In this engaging episode of The Wolf Of All Streets, host Scott Melker delves deep into the current state of the cryptocurrency market, focusing on Bitcoin’s potential surge to $110,000 and the prospects of an impending altcoin season. Joined by expert guests Tom Dunleavy and Chris Inks, the discussion navigates through market sentiments, stablecoin dynamics, institutional adoption, and the challenges facing the altcoin ecosystem.

1. Bitcoin’s Bullish Momentum Towards $110,000

The episode kicks off with Tom Dunleavy highlighting the prevailing bullish market sentiment surrounding Bitcoin. As Bitcoin edges closer to the $110,000 mark, optimism grows that new all-time highs are just around the corner.

Tom Dunleavy (00:00): "Market sentiment is bullish as bitcoin pushes towards $110,000 leading many to believe that new all time highs are imminent."

2. The Potential for an Altcoin Season

The conversation shifts to the possibility of an altcoin season, with Chris Inks and Tom Dunleavy debating whether the conditions are ripe for altcoins to surge in tandem with Bitcoin.

Tom Dunleavy (02:11): "Agreed. So to the first point, you know there are a few plays that make a lot of sense when you're looking at stable coins."

However, Tom expresses skepticism about a broad-based altcoin rally, suggesting that only select altcoins may benefit due to the concentrated influx of capital into Bitcoin and the looming approval of crypto ETFs.

Unknown Guest (08:45): "That's my view. I don't, I don't think we're having like, like, like we're not having the season where it's like, oh wow, bitcoin's up, you know, whatever 2x and everything else is up 5x..."

3. Stablecoins and Real-World Asset (RWA) Adoption

A significant portion of the discussion centers on stablecoins and their role in the cryptocurrency ecosystem. Tom Dunleavy references an article by Bitwise, emphasizing Ethereum (ETH), Solana (SOL), XRP, and Chainlink (LINK) as prime candidates for stablecoin and RWA-related growth.

Tom Dunleavy (01:24): "Bitwise calls Eth Solana XRP link the cleanest plays as tokenization narrative builds..."

Tom elaborates on how these stablecoins could see increased adoption and liquidity, potentially fueling the next wave of crypto investment.

Tom Dunleavy (03:01): "So I think this alt season is certainly going to be different this time... at a much, much higher level than they were previously."

4. Institutional Adoption and Bitcoin ETFs

The episode delves into the impact of institutional adoption on Bitcoin’s valuation. The approval of Bitcoin ETFs is seen as a catalyst for massive capital inflow, further solidifying Bitcoin’s dominance in the market.

Tom Dunleavy (10:43): "But that said, it's not like there's no VCs in this world who are trying to fund all these projects that are coming online."

The discussion highlights how institutions like BlackRock managing substantial Bitcoin assets underscore the growing acceptance and integration of Bitcoin into mainstream financial portfolios.

Unknown Guest (17:25): "BlackRock actually makes more off of that one ETF than they do on their S&P 500 ETF because of the fee structure which is like absolutely crazy..."

5. Challenges in Crypto Venture Capital and Funding

Tom Dunleavy and Unknown Guest explore the current landscape of crypto venture capital, noting the difficulties faced by VCs in raising new funds amidst the crypto market’s volatility.

Unknown Guest (11:42): "All of those VCs who raised in 2122 are effectively out of capital and are now raising. Right now those VCs are having zero luck raising."

This segment underscores the shift from the expansive funding environment of 2021-2022 to a more constrained and selective investment climate.

6. The Role of Treasury Companies in the Crypto Market

A critical examination of crypto treasury companies reveals skepticism about their long-term viability and impact on the market.

Unknown Guest (18:24): "I don't know if this is contrarian or not. I think all of these treasury companies are like really sort of stupid..."

The conversation questions the sustainability of these companies, suggesting that they may be a fleeting trend rather than a foundational element of the crypto ecosystem.

7. Technical Analysis and Specific Altcoin Prospects

Chris Inks provides a technical analysis of various altcoins, including MIRA and ZBN, discussing their potential breakout points and market structures.

Chris Inks (33:33): "If we're breaking out above this point, 0.0666, that's going to break that bearish market structure."

The analysis highlights cautious optimism for certain altcoins, emphasizing the importance of technical indicators in predicting price movements.

8. Concluding Thoughts on Altseason and Investment Strategies

Wrapping up the episode, Tom Dunleavy and Chris Inks concur that a traditional, broad-based altcoin season is unlikely. Instead, selective investments in top-tier altcoins with strong fundamentals may offer the best opportunities.

Chris Inks (39:38): "There's going to be some that I think are going to do really great. Some sectors probably going to do really great. We just need to pay a little bit more attention..."

The emphasis is on strategic, informed investing rather than chasing high-risk, high-reward tokens, advocating for proper risk management and consistency.

Tom Dunleavy (40:23): "Play the chart and take your small loss if it goes bad and don't worry about the thousand X's for every token you're holding."

Notable Quotes:

• Tom Dunleavy (00:00): "Market sentiment is bullish as bitcoin pushes towards $110,000 leading many to believe that new all time highs are imminent."

• Unknown Guest (08:45): "That's my view. I don't, I don't think we're having like, like, like we're not having the season where it's like, oh wow, bitcoin's up..."

• Tom Dunleavy (10:43): "But that said, it's not like there's no VCs in this world who are trying to fund all these projects that are coming online."

• Unknown Guest (17:25): "BlackRock actually makes more off of that one ETF than they do on their S&P 500 ETF because of the fee structure which is like absolutely crazy..."

• Tom Dunleavy (40:23): "Play the chart and take your small loss if it goes bad and don't worry about the thousand X's for every token you're holding."

Conclusion:

This episode of The Wolf Of All Streets offers a comprehensive analysis of the current cryptocurrency landscape, emphasizing Bitcoin’s potential surge and the nuanced prospects for altcoins. Tom Dunleavy and Chris Inks provide valuable insights into market dynamics, institutional influences, and investment strategies, guiding listeners through the complexities of a rapidly evolving market.

For those navigating the crypto waters, the discussion underscores the importance of informed, selective investing and the need to stay attuned to both macro trends and individual asset performance.