Analyzing Post-Crash Volatility: Leverage Risks, Treasury Drag, and the Commodity Surge
Gain clarity on why last week's massive crypto liquidations occurred, understand the structural shift favoring dangerous perpetuals over altcoins, and learn why gold and commodities are currently outpacing Bitcoin.
Short Summary
- Liquidations hit an estimated $19 billion, highlighting the scale of leverage failure across the market.
- Perpetual derivatives grew into a high-risk substitute for altcoins as investors chased rapid returns, exacerbating volatility.
- Corporate Bitcoin treasury entities are currently underperforming, potentially signaling market saturation or a failure to execute sound macro strategies.
- Physical assets, particularly precious metals, are seeing massive capital inflows driven by geopolitical uncertainty and fiat debasement concerns.
This discussion dissects the immediate fallout from the recent market crash, focusing heavily on the dangers arising from inflated leverage usage in perpetual trading. The hosts evaluate why Bitcoin held up better than most altcoins and assess the impact of corporate Bitcoin holders on current price action before pivoting to a detailed analysis of the surging commodity market, which is currently drawing significant liquidity away from risk assets.
Unlock all features
FREE: Get instant access to 10 AI summaries, chats, or transcripts per day.
Unlock all features
FREE: Get instant access to 10 AI summaries, chats, or transcripts per day.
Unlock all features
FREE: Get instant access to 10 AI summaries, chats, or transcripts per day.
Unlock all features
FREE: Get instant access to 10 AI summaries, chats, or transcripts per day.
Unlock all features
FREE: Get instant access to 10 AI summaries, chats, or transcripts per day.
Related videos
NFA Live! Bitcoin in 2026!
Benjamin Cowen
18.7k views
NFA Live! Bitcoin in 2026
Benjamin Cowen
18.6k views
NFA Live! Bitcoin in 2026
Benjamin Cowen
20.5k views
NFA Live! Bitcoin in 2025!
Benjamin Cowen
30.1k views
NFA Live! Bitcoin in 2025
Benjamin Cowen
51.8k views
NFA Live! Bitcoin in 2025
Benjamin Cowen
36.9k views
NFA Live! Bitcoin in 2025
Benjamin Cowen
47.1k views
NFA Live! Bitcoin in 2025
Benjamin Cowen
38.3k views
NFA Live! Bitcoin in 2025!
Benjamin Cowen
50.4k views
NFA Live! Bitcoin in 2025
Benjamin Cowen
42.3k views
Top Comments (10)
I think the important Takeaway here is “alt coins are speculative nonsense. “ 😅
Excellent show guys, the best trio on the net
Thank you Peter Schiff for letting me live in your pool house
0:00 - NFA Live (10/16/25) 0:08 - Today’s Program 0:30 - Friday’s Crash and Leverage Liquidations? 17:24 - Bitcoin Treasury Companies? 23:19 - Is the Four-Year Cycle Intact? 25:14 - What about the HeavyMetalVerse? 30:38 - What Are You Building? 32:48 - HeavyMetalVerse(Part II) 38:58 - Audience Q & A 👁🗨Check out the *ITC Premium Pro* plan: Get access to👉Ben’s Weekly *Ask Me Anything(AMA)* Livestream✔️Premium Videos, Charts & Indicators, Risk Dashboard and more! Watch an ITC Premium preview on the ITC website: *IntoTheCryptoVerse•Com* #DYOR #MakeYourOwnDecisions🤔 ⚠️Note: beware of fake Ben *scamBots.* • Only *scammers* post an Email or Ph#. • Report all Email, Tgram & Ph# *scams.*
That camera man understood the assignment...
Ben going out of town is a bullish indicator
We're in crypto PTSD. 😅
BTC is same as inauguration day. It has not yet jumped up.
Been awhile guys.. nice to see you all!
Replay 🎉🎉🎉 NFA 💪🍀👌
Unlock the Data Inside
Turn Videos into Knowledge
- Get FREE 10/day: transcripts, summaries, chats
- Chat with videos, export text & PDF
- $1 free API credit for RAG, chatbots & research
Free forever plan • All features unlocked
Top Comments (10)
I think the important Takeaway here is “alt coins are speculative nonsense. “ 😅
Excellent show guys, the best trio on the net
Thank you Peter Schiff for letting me live in your pool house
0:00 - NFA Live (10/16/25) 0:08 - Today’s Program 0:30 - Friday’s Crash and Leverage Liquidations? 17:24 - Bitcoin Treasury Companies? 23:19 - Is the Four-Year Cycle Intact? 25:14 - What about the HeavyMetalVerse? 30:38 - What Are You Building? 32:48 - HeavyMetalVerse(Part II) 38:58 - Audience Q & A 👁🗨Check out the *ITC Premium Pro* plan: Get access to👉Ben’s Weekly *Ask Me Anything(AMA)* Livestream✔️Premium Videos, Charts & Indicators, Risk Dashboard and more! Watch an ITC Premium preview on the ITC website: *IntoTheCryptoVerse•Com* #DYOR #MakeYourOwnDecisions🤔 ⚠️Note: beware of fake Ben *scamBots.* • Only *scammers* post an Email or Ph#. • Report all Email, Tgram & Ph# *scams.*
That camera man understood the assignment...
Ben going out of town is a bullish indicator
We're in crypto PTSD. 😅
BTC is same as inauguration day. It has not yet jumped up.
Been awhile guys.. nice to see you all!
Replay 🎉🎉🎉 NFA 💪🍀👌