Wall Street Legend Predicts Bitcoin Short Squeeze! Biggest in History

Former Wall Street options trader Scott (@DarkSide2030_) explains his "Big Long" thesis - how Bitcoin's unique properties as a digital bearer asset will trigger an unprecedented derivatives crisis. Unlike gold or traditional assets, Bitcoin can be verified on-chain and taken into self-custody within hours, creating impossible dynamics for Wall Street's rehypothecation schemes. As institutions adopt Bitcoin and derivatives markets expand, the system faces a liquidity crunch when investors flee to self-custody during the next financial crisis. This feedback loop could cause systemic collapse as banks struggle with counterparty risk while Bitcoin becomes increasingly scarce and unavailable for borrowing.

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0:00 - Intro
0:55 - Scott’s background & thesis setup
5:11 - Options boogeymen
9:33 - Evolution of derivatives
12:19 - Rehypothecation & fixed supply
19:53 - Bitkey & Opportunity Cost
21:32 - 2023 companies fleeing to bitcoin
23:54 - Institutional scaling
29:02 - Will Wall Street recognize risks
35:48 - Unchained
36:14- Is the Big Long good for bitcoin?
38:35 - Timing and inevitability
43:42 - Liquidity or confidence crisis
47:26 - Stablecoins
55:25 - Scale & aftermath of The Big Long
58:02 - Powell and Fed merge
1:00:19 - Are cycles over?
1:05:49 - Self custody

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