Jeff Park is the Partner & Chief Investment Officer at ProCap BTC. In this conversation, we break down the latest FUD around Strategy and Tether — what’s real, what’s noise, and why these narratives keep coming back. Jeff also explains why crypto sentiment feels so beaten down, what’s actually driving price action, and how to think about the current liquidity backdrop. We wrap with why QT is effectively over, QE is creeping back, and what that means for bitcoin going forward.

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Timestamps:

• 0:00 – Intro

• 1:54 – Why crypto sentiment feels so bad right now

• 7:21 – Bitcoin vs altcoins: supply, leverage & liquidations

• 9:33 – Correlation, institutions & the 4-year cycle

• 14:41 – How to evaluate Strategy right now & should they sell bitcoin?

• 26:26 – What’s really going on with Tether?

• 32:33 – QT is over, QE is back & what that means moving forward