Matt Sheffield(@sheffieldreport):This market feels like a liquidity and narrative story perpetuating each other more than a structural change. If I’m right, it’s short lived and resolves post SpaceX (assuming the bankers stick the landing, and there’s a stacked team working on it). If the IPO goes well the effect works in reverse (positive for crypto). 1/n 🧵

Matt Sheffield

@sheffieldreport

CIO at @Sharplink (NASDAQ: SBET) | Fmr. @FalconXGlobal and @Bridgewater. Views my own, not financial advice.

Joined May 2021

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Matt Sheffield@sheffieldreport

2026.06.05 13:08

This market feels like a liquidity and narrative story perpetuating each other more than a structural change. If I’m right, it’s short lived and resolves post SpaceX (assuming the bankers stick the landing, and there’s a stacked team working on it). If the IPO goes well the effect works in reverse (positive for crypto). 1/n 🧵