| Ripple Effect — November 18, 2025
When markets panic, the smart money buys.
It was true on Main Street when Mr. Potter bought for fifty cents on the dollar in It’s a Wonderful Life, and it’s true on modern Wall Street. Big money loves a selloff.
With bitcoin down nearly 30% from a peak set just last month, big investors have backed up the truck:  The number of bitcoin wallets with at least 1,000 BTC – known in the industry as whales – has surged beyond summer highs amid the latest selloff. (Source: Cointelegraph) Bitcoin has historically weathered 30%+ corrections while still in a bull market.
Global liquidity fears and lower odds of a Fed rate cut in December are driving bitcoin and other cryptos lower at present.
As Andrew Zatlin described on Thursday's Live! we can expect a series of stimulus efforts next year, ahead of the midterms, driving new liquidity. The $2,000 “tariff rebate” checks President Trump has been touting are but one example.
When higher liquidity hits the market – in whatever form it takes – today’s bitcoin buyers will be waiting.
Make like the whales, and use market selloffs and stimulus to your advantage.
~ Addison P.S. We’ll have more thoughts on what’s going on with bitcoin and “Dollar 2.0” this week on Grey Swan Live! with Mark Jeftovic and Ian King.
Since the October 21st Payments Innovation Conference hosted by the Fed, the regulatory environment has continued apace, despite the government shutdown, the SEC, IRS and CFTC have all updated guidance.
Even whales will tell, a sound regulatory environment is good for the digital asset space. The Treasury under the Trump administration is counting on stablecoins to mature enough that the U.S. dollar preserves its reserve currency status in the burgeoning digital economy.
Join us on Thursday as we get into the weeds a little and identify opportunities opening up quickly.
If you have requests for new guests you’d like to see join us for Grey Swan Live!, or have any questions for our guests, send them here.
How did we get here? Find out in these riveting reads: Demise of the Dollar, Financial Reckoning Day, and Empire of Debt — all three books are now available in their third post-pandemic editions. You might enjoy one or all three. 
(Or… simply pre-order Empire of Debt: We Came, We Saw, We Borrowed, now available at Amazon and Barnes & Noble or if you prefer one of these sites: Bookshop.org, Books-A-Million or Target.)
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