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Market Talk- Big Week for Crypto!?Stocks going crazy!? Melt up season?
Recorded: Jan. 16, 2026 Duration: 1:59:52Space Recording
Short Summary
The crypto market is witnessing significant growth trends, with major indices like the S&P 500 and Bitcoin poised for record weekly closes. Discussions highlight a surge in on-chain activity, institutional interest, and the potential for altcoins to outperform Bitcoin, signaling a vibrant and optimistic outlook for the crypto ecosystem.
Full Transcription
Thank you. Thank you. Thank you. Thank you. Thank you. you . Oh, yeah. Just break your back! All you better!
All you can't bear!
All you better!
They divide it all!
But I'm here!
Guys, I'm here!
All I'm here to play!
Guys, you want this guy?
I have to buy this! I'm here to go! I'm here to go! guys Thank you. Thank you.
Thank you. I sit eyes everywhere What I do because I claim the world that claim your name
With the two of the undercase
Crown yourself to be on a scene
So you carry on
That's all you bear
That's all you bear
That's all you bear
That's all you bear
That's all you bear That the way you're found All you know
I don't think
I don't think
I don't think
I don't think
I don't think
I don't think
I don't think
I don't think
I don't think
I don't think I don't think ah music All right. Thank you. Oh, yeah. Yeah. Yeah. Yeah. Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. I'm gonna love your time! Nice! First base!
Out!
Nice!
Got it! Okay. yo what's going on guys happy friday knock it what's going on evan how are you bud
louie i see you in the audience i'll send you guys uh invites to speak right now
markets are about to put in uh one of their highest weekly closes ever for the iwm this is the uh highest weekly
close and uh man it really seems like tradfire is rotating out of mega cap tech into low caps
you also have the s p 500 about to put in the highest weekly close ever and man on chain my goodness man the space
that we had yesterday was absolutely fire for the first half in the second half we had a lot of our
macro guys or a lot of our usual macro guys come in we had mike alfred gary cardone and uh we also
had um the mining guy btc mining guy He comes in our spaces from time to time.
And man, that first half, you guys really need to be tuning in to Market Talk.
Just absolute alpha on these spaces.
And on-chain is freaking lit, man.
And I got to give a shout out to one of our Discord members, Dorito.
He had sent me a list of tickers and uh they absolutely
fucking gassed it literally they gassed it to the upside and um man solana really is a chain that
loves to surprise people you have uh multiple tickers in this new AI sector. I think we were talking about it last Friday, I believe,
when Naga came back.
We were talking about Sol the Tomato,
which is basically like another iteration of GOAT.
At least that's how I'm taking it.
I think that one hit like 30 mil market cap.
We also have Gastown hitting like 45 mil.
Anatoly, actually no actually no 60 mil excuse me
we had anatoly anthem and a few other people from the solana ecosystem shout that entire ecosystem
out um i did miss out on ralph i think that one hit like 45 mil but um nonetheless things on chain
are actually starting to pick up and if you guys have been tuning in over the last weeks,
when we were talking about White Whale, when it was trading at about 25 to 30 mil,
we were discussing how it's likely going to be causing some risk on and on-chain.
Whenever you start to have a new runner where a lot of people are sidelined
and it just continues to grind up and grind up and up and up and crosses that chasm between 60 to 70 mil you usually start to have
some froth and then you have monero also blasting off in the beginning of the year alongside pepe
and here we are things are truly aligning um in a very big. I think the last thing that we really need is something like
the QQQ to blast into price discovery. That's really the last thing that we really need.
And we also have the Nikkei, the Japanese stock index, putting in its highest weekly close ever as well so i mean the trajectory looks
absolutely beautiful same thing uh with the euro stocks uh i think that yeah the ticker is uh
i think the ticker is sx5e from from uh from what i see that's the uh the euro stocks 50 it's basically like the s&p of uh of europe that just put in
a massive weekly all-time high and you know you also have the uh even the dow jones man even the
dow jones year to date is now green and that also is about to put in its highest weekly close ever so markets are looking fantastic
um and apologies guys if the space rugs or um the space rugs u x has been completely unusable today
for whatever reason i'm not able to see my algo i'm not able to see my algo. I'm not able to see like what people post
I actually have to like click on following and
Go to people's profiles and interact with their stuff
At least that's how it's been today
I'm not sure for what reason anytime for whatever reason anytime markets
Start to get a bunch of liquidity and they start to grind up, this app just loves to rug itself from time to time.
But we also have coins like Meteora also doing okay over the last, I would say over the last couple of weeks meteora has done quite well
it's up like it's up like um yeah it's up like 60 from the december lows and it's one of um
it's one of solana's most used products and that one could be a silent killer man that one could
be a silent killer uh just like the PumpFun token is.
But it really seems like the Bags app, the FinBags ecosystem,
that's the one that's kind of going crazy right now, man.
And Solano, once again, is just proving that it is the chain to do all things on chain-in.
And this Gastown token was at was at like three million i thought nothing of it man like i didn't think this thing was going to do
a damn thing um i didn't even have much in it to be honest but uh we'll see if this like ai slot
meta comes back in a big way um the guys from anthropic are interacting with some of this stuff
claude also shouted it out during our spaces yesterday when we were mentioning how like
wouldn't it be funny if claude starts like the actual claude profile starts interacting with
all this slop but um i mean just to to go away from the discussion of allcoins. BTC, if we have a weekly close above $96K, that's going to
be absolutely insane. And at least the trend, whenever you start having broader markets and
also things like the IWM, continuously make new all-time highs, especially going into this long
weekend, because markets are closed on Monday. so we're about to enter a long weekend
and usually after markets close there is an opportunity for the crypto market to kind of
catch up i think if we put in a weekly close above 96k we could see something absolutely incredible
going on that'll make people actually believe again even if it's just like a little rally to like
99k or just over 100k and we see some more breadth in the market and then we just stall
out for a few weeks crypto has a way of doing that it makes new it blasts out to a new range
blasts through its range high and then just chillaxes there for a bit if you guys remember
the way this market was in december we were ping-ponging in a in a three thousand dollar
range for the majority uh of december we were stuck between like 84 to 88k with these small
deviations above 90k so i think that's that's likely going to be the price action right now
because so many people just got destroyed after 10-10 and post-10-10
that I think you actually need new money to come into the system.
So that's what I have to say about that, guys.
There's really not much more for me to say.
Yesterday was an insane show we streamed for
about four and a half hours if you guys missed yesterday's stream go on ahead and
listen to the replay it was an absolute cook session man and as always naka uh got into an
argument with some people and uh it was it was quite funny man we had some dude uh yesterday i forgot who it was
he was saying stuff about like polygon being an l2 or whatever which really who cares like the
only thing that matters for these all coins is is price going up nobody cares if something is an l2
or or whatever the only thing that matters is is it easy to buy is it not are there
are there people that are actively buying and selling is there liquidity all this other stuff
is kind of pointless and um yeah polymarket is built on polygon but like literally nobody cares
a lot of the activity on polymarket no one even knows that it's actually built on crypto
at least for like retail people that use it but outside of that i mean the top 100 looks okay um
and btc looks great east looks great solana looks great and i think i think what's happening right
now like people are actually starting to be active
they've seen multiple things starting to run over the last few weeks on chain and people are ready
to trade and something that i've mentioned on this show is like the way quarter one ends is usually
the way the rest of the year ends and you usually get an idea of how Q1 is going to be
within like that first week of February.
And here we are.
We have some insane volatility.
And these markets are awesome, honestly.
I'm kind of surprised that we're having this kind of price action to start off the year.
I personally thought we were just going to flatline for a bit, but here we are.
Take a chance, man.
Take a chance.
But anyways, I'm just going to give the usual welcome back message, guys.
Welcome back to Market Talk.
Brought to you by BB. My name's Wabi i'm here joined by evan and naka we're gonna have josh join us in a little bit same thing
with some of our other speakers and uh just want to say i hope you guys are having a fantastic
friday or saturday wherever you are and we're gonna go ahead and get rolling these spaces are
always recorded guys you guys can always circle back.
I want to welcome all the new followers that we've gotten this week.
Welcome, welcome.
And, guys, before we officially get started, if you guys can go ahead and show some love to the stream, show some love to Market Talk, show some love to BB.
The best way to do that, guys, is by doing a number of things.
It's not that hard.
It doesn't take that much effort.
The best way to show some love, guys, is by clicking the number of things it's not that hard doesn't take that much effort best way to show some
love guys is by clicking the spaces tab once you guys do that you'll see a link above our profile
picture that says x.com slash i slash spaces you guys can go ahead click that link hit up the like
button hit up the repost button helps to bring the show more out into the algorithm especially on a day like today where the algorithm is just completely messed up i'm assuming that they're
doing that huge update on the algorithm and it's just imploding everything right now but uh we're
still going to cook for you guys and thankfully these spaces are recorded so in case some of our
usual people aren't able to listen right now they they're not able to get into the space.
They'll be able to listen to the recording.
And these kind of things happen all the time.
So pardon, guys, if the space is rugs all of a sudden or you're not able to hear people or the space goes in and out or whatever.
But with that being said, N naka what's going on bro
how are you did you buy some uh did you buy some uh more cheap monero i see uh there's a
no i i didn't buy any more i didn't buy any more yesterday but i see that it has gone down it's
kind of getting a bit closer to my entry so i might might want to buy some more. Um, yeah, I mean, you know,
I haven't really changed my mind much since yesterday's space, but one thing I did think
when I was sort of thinking through everything that was said was basically most of the other
people in that space who were bullish were just bullish because like they felt bullish
and they were kind of rationalizing it, which is okay. I mean, you know,
like bull markets run on good vibes. Um, and you know, maybe that's how it'll play out.
But, uh, some of the stuff that I've seen on the timeline about, um, I can't remember who it was
that posted this one at some, some big crypto fire account posted that ethereum basically you know it
pays a yield and it can't really go down it's sort of up only and it pays a yield so you can just put
your money in it and i was like this seems a little bit complacent you know and honestly if
this is the complacency shoulder the mood is basically perfect for it. Um, I don't think I, you know,
I don't think I want to be super deterministic. I think if we get above the moving averages that
I'm looking at, you, you kind of have to, you know, reevaluate and say, well, maybe we do get
another leg of the bull market. And to be honest, um, that would probably be sort of quite painful for people.
Imagine if we end up making a marginal new high at 140K,
everyone starts saying it's going to a million,
and then we get the bear market.
I mean, that would be quite painful, right?
Yeah, I do see a lot of that complacency shoulder talk, man. The only thing, man, is like the broader indice markets are kind of like crypto, right? The Nikkei is kind of like, it's kind of like OG Bitcoin.
Yeah, I do see a lot of that complacency shoulder talk, man.
um as far as like it's like um how do i put this into words man i just i just had a total
brain fart man it's like an indication of global liquidity is what i want to say
um that's that's the nikai that is the nikai and if the nikai is going to continue to make
new all-time highs then like like all coins is probably gonna
it's probably gonna continue upwards and like knock i i kind of see that 80.
why why using the nikai rather than like you know just just the s p
why why the nikai brother yeah yeah yeah. So I can give a good example.
So if you look at the way the Nikkei price action is, for example, like quote unquote last cycle, you'll see that that peak that it had was in the spring of 2021, which is essentially the I guess you can call it mania.
Right. Dogecoin peaked out around that time. Matic peaked out. which is essentially the, I guess you can call it mania, right?
Dogecoin peaked out around that time.
Matic peaked out.
ADA, for the most part, finished its entire run.
DeFi peaked out at that time as well.
And same thing with this cycle, if you want to call it this current cycle, right?
The Nikkei had that peak
uh in the spring of 2024 that's when Pepe had its huge run most of its run happened in that time
um you also had things like Whiff peaking out AI shitters on ETH peaked out um and I also think
that just on the on-chain market in general was the hottest at that time in q1 of 2024 that's just
the the trend that i've noticed and also um the nikki is that is that kind of like reliable and
i mean can you just and and this is just like my low iq left curve take i'm not really trying to
like i'm not really trying to have like a huge thesis here but if i just look at the chart usually these local peaks that the nakai has as well before the s&p tops out you usually have the
nakai outperforming a little bit and then it stalls out and then the s&p picks up so if i'm
seeing something like the nakai continuing um to make new all-time highs and i just think to myself
all right s&p probably makes new me all time highs. But I mean,
I'm not I'm not some like researcher that writes blogs or anything like that. I just try to use
some small signal and move off of that. And if I'm wrong, then OK, then I lose money. But
as of now, it's it's been pretty good. It's been very good.
And if the Nikkei has been breaking out, it officially broke out, I believe, last year in late August.
It broke through that 89 high.
Japan had that huge stock market rally in the late 80s and basically went
into a downtrend for like 20 years it's been slowly grinding up and then some odd like 40
almost 40 years later it's in vast price discovery and now it's just turbocharging so you're talking about like a multi-decade move breakout um similar
to something like the silver right and silver hasn't stopped it just keeps going up and up and
up and up and up after that peak that it had basically since basically since before you were
born bro i think silver peaked out in like the late 70s, early 80s,
and didn't really do much since then.
And it's only recently where it's blasted through price discovery.
And if we just use that as an example, right,
we see the kind of price action that we can see.
So it's more of like risk on liquidity signal and all that stuff.
And USDJPY breaking out, that's like another piece of confluence i get that from tommy and so i just kind of think that like
perhaps we're about to repeat um a credit bubble right a late 80s sorry when you say usd jpy is
breaking out you mean the dollar is appreciating against the yen or the opposite?
I think it's the USDJPY.
It's the USD against
the yen.
So the yen is weakening?
I guess so.
I guess so, man.
I think it's been the opposite
lately.
We're doing like full
vibe macro.
Yeah.
One or the other.
Whichever one is bullish, that's the one that's
happening, right? You are asking me
questions well above my
IQ level, man.
I need Joe up.
Somebody look at a chart. I think the
yen's done a little bit well against the USD in
the last few months, but theoretically, probably if Powell pauses and acts more hawkish over the
next few months, then the USD would outperform the Yen. The same could be said about the Euro
as well, I believe. I'm not an expert on it, though. I haven't looked at it in a few days.
Why are people picking on Japan in particular? particular i mean is it just like a sort of
anime thing or like is there some actual legit macroeconomic reason for it if you're gonna ask me
like the same question a million different times i i literally do not know the answer man
because after 40 and when you've been waiting since 1990 when you were 40 years old and you
bought the nikai in 1990 in japan and now you're 90 and it finally came back and you're only down
60 percent based on inflation that's where we pay attention that's that's that's real man that's a
real thing it's like it's like silver right um it's like silver and you
start seeing these assets break out then it's like okay then perhaps okay but for real for real
silver silver pumping do we think that is like a kind of early cycle thing or do we think that's
a kind of late cycle thing it doesn't seem very early cycle to me right
like silver is kind of like the altcoin if gold is like the bitcoin right silver is their altcoin
okay it's kind of like you know when when they said that litecoin is digital silver right and
then litecoin like constantly loses value against bitcoin and then occasionally has a really sharp
pump and then loses value again for another five occasionally has a really sharp pump and then
loses value again for another five years. Well, that's what silver does against gold. If you look
at the silver gold chart, it's been in a downtrend since like the year 1300. Um, so like this is kind
of the trad five version of light coin pumping, right? I don't think it's particularly early cycle
thing. Um, and like, it's's kind of like it's not even early
in the silver pump we're probably quite close to the top of that silver pump i think so i mean i
don't know whether i would interpret that as bullish um it seems kind of bearish to me
i think that gold and silver could generally do pretty well against the S&P 500 for up to like the next 10 years, potentially.
If you're looking at a changing world order, if you're comparing this to kind of the late 1920s,
I think it peaked out, you know, against the S&P 500 and probably even against the UK's stock market,
like mid-1930s. So in those cycle areas, and also if you look at the pattern of when gold and silver
generally outperforms the s&p 500 it was 1970s obviously by a ton and then it was 2000 to 2010
then that decade if you know this notice the pattern usually it doesn't do too well for 20
years and then it does well for 10 years so based on that pattern 2010s it's out. Now, this is a little bit different.
I think it shows the weakening of kind of the U.S. as a world power and all that, because
technically gold has outperformed the S&P 500 since the year 2000, the past 25 years,
but not by a ton, obviously.
So I would say that 2030s, probably gold will, I think if we're kind of preluding, you know,
the next recession, the 2030s being like gold will, I think if we're kind of preluding, you know, the next recession,
the 2030s being like a bad decade, but I think it could be more of a ferocious crash somewhere
between 2028 to 2032 due to this new emerging technology, AI, I mean, potentially China invading
Taiwan, all sorts of bad crap potentially. So I would say maybe a little bit earlier, like instead of 2040, you peak out
against the S&P 500 for gold in like mid-2030s. Last thing I'll say quickly is that if you look at
where gold, like 1960s, gold jumped up against the S&P 500 for a while, and then it was kind
of stagnant against the S&P 500 from like, I think 1966 to almost 1970, and then you had a nice jump
up. So I think the next few years for SPY versus gold,
like SPY could be sideways or slightly outperform it.
But then once you get the next recession,
then it would keep going.
In terms of cycles though, to answer that question,
I mean, I'd say you're like mid cycle for gold and silver.
Maybe like in terms of USD value,
you could be like a little bit past mid-cycle but i think
gold could hit you know 8 000 to 12 000 by the mid to late you know 2030s i don't know about
silver though that thing's nuts yeah yeah i mean the silver price action uh is obviously nice for
people who already invested but it doesn't look it doesn't scream
sustainable bull market to me right that looks like the blow off top for silver is happening
right now and it could be done in a couple of weeks i mean i'm not really interested in what's
going to happen in 2030 i'm interested in what's going to happen between now and the end of the year right so like is is is this stuff bullish for now i mean
i don't know i i listened to some lynn alden podcasts and she seems to be uh pretty bullish
she's kind of like um bared up on the four-year cycle thesis she thinks that's probably dead
and that we just kind of like keep being bullish um so there's
actually quite a lot of people quite a lot of smart people who are bullish over the next 12 months
six to 12 months i think silver is going to go down with everything else probably bro i mean yeah
i think that's the most you know common situation here especially history repeats so closely
sometimes because i don't know if you guys saw the greenland trump wants to put tariffs on countries that don't support us taking the u.s
taking greenland so it's just like the freaking bro greenland has a population of like 40 000 dude
it's not even a country it's a village but it is a stupid question but but Denmark does control it now, right? It's not a...
I have no idea, man.
Yeah, Denmark owns it.
It is effectively a territory owned by Denmark.
It's a province, yes.
Jeez, man, it's...
Prometheus, you've seen Vinland Saga, right?
The Vinland Saga is the best. Yeah, Greenland is literally Vinland Saga, right? The Vinland Saga is the best.
Yeah, Greenland is literally Vinland Saga, man.
It's like one of the only pieces of land in modern civilization
that doesn't have all these capitalist buildings like huge banks and city mall center which is why we need to build
the trump tower in greenland yeah they should be where ice headquarters belongs dude bro green
yeah ice headquarters exactly that is so awesome ice headquarters will be there and the leftists
couldn't get to it.
Yeah.
I don't think Greenland is leftist.
I think they're like center right.
I was thinking just an ice joke because there's a lot of ice there. Yeah, yeah, yeah.
It's like cold 95, 98% of the year.
Yeah.
It's actually colder than Iceland.
Greenland has colder temperature than Iceland.
But, yeah, you were saying...
If we take it, we need to change the name of Greenland to Iceland and Iceland to Greenland.
Well, you know why they named it Greenland and not Iceland?
So when people looked at a map, they would go to greenland and they wouldn't go to iceland and everybody lived on
iceland at the time genius are you serious it was yeah they deliberately they deliberately gave it
a name that would entice people to settle there because you know they wanted like people to go
there to like feed their
colony right and so they called it greenland to make people think it was lush and green but it
isn't whereas iceland iceland actually does have grass like i've actually been to iceland
um there is grass there it's a bit like scotland the the sun disappears from iceland
for a few months out of the year, doesn't it?
I believe it does, yeah. It's in the Arctic Circle, I think.
But, you know, it does have grass, right?
If you're there in the summertime, it actually is green anyway.
But this is a bit kind of off-topic.
So, anyone got any opinions on the, you know, complacency shoulder thesis?
opinions on the you know complacency shoulder thesis on whether the four-year cycle is cooked
on whether we can look forward to a bullish 2026 i'm i'm bullish for the year man um again the
fact that the nakay continues to make new all-time highs same thing with the iWM. Because after those locally topped, it gives the high-cap indices room to run.
And this breakout for the IWM is actually real this time.
Same thing with the Nikkei.
It's actually real this time.
And that's kind of my thing.
But my thing is on-chain.
And on-chain over the last few weeks has has honestly been it's honestly been okay man
like you've you've been here on you were here on the space when i pilled you on tomato um it's the
most ridiculous thing ever dude it's like a tomato overviewed by claude um and i have no idea what
gas sound even does dorito just sent me a list and i'm like all right i'm just gonna
get the highest cap token because at that time earlier this week psyop anime was running up like
crazy and i'm pretty sure someone in the comment section also uh commented on psyop anime but
again it's it's still kind of um i mentioned this yesterday but on chain right now it's still kind of, I mentioned this yesterday, but on-chain right now, it's still kind of like, it's kind of like a ticker pickers market, right?
It's like this closed niche.
It's not like Q4 of 2024.
But I will say this, the fact that you have a handful of tickers blasting through 40 mil, Ralph, Tomatoph tomatoes it was close to hitting that gastown um i think
i'm maybe i'm missing one other token but you have a plethora of tokens blasting through that like
30 25 mil ceiling um and the ceilings are getting a bit higher six seven coin also hit like 40 mil
so you also have memes um doing decent and i think it all started with this white whale token i i i
can't stop bringing it back to that so market conditions are actually improving little by
little again it's not like q4 of 24 definitely not like q1 of 24 but it's a gradual steady step
right um and i think can you hear me yeah sorry if spaces suck man this thing has been rugging
you're good for a bit last year if we said in 2024 if we said that we're enthusiastic
about our ceilings being at 40 mil
we would have laughed bro yeah that's the crazy part man that's actually the crazy part that's
the crazy part and um anatoly ansem and like a few other guys from the soul eco uh shouted out
gas town and if that would have happened in 2024,
it would be trading at 200 mil.
Yeah, it would be trading at like 150, 120,
right around there.
Just like when they shilled Griffin in the winter of 24,
they shouted that out
and that one went on an absolute tear.
Nothing's really happening on base virtuals
really has to like step it up here in my opinion if we're gonna grind up but like as far as on
chain and all that stuff like i think we're gonna have to wait just a few more months
probably until the summer um summer early fall just for us to like regain some of that liquidity from 1010
and then like you know q4 is going to be fucking awesome in my opinion usually q1 is indicative of
how q4 is going to be and um that's what i have to say about that um yeah that those are kind of
my my thoughts um small cap sniper my bad bro you didn't
get to speak yesterday feel free to give some of your thoughts on the market man yeah no worries
man uh i i couldn't jump into some of those debates you guys were holding a sick space was
uh i was laughing i was loving it but um yeah i i agree with you as far as your bullish standpoint on the market.
And I think, you know, a lot of it has to do like monetary policy, monetary conditions matter.
I think that, you know, every bull market in the history of in financial history stems from one main theme, and that's easing monetary conditions.
And we're kind of seeing that right now, right?
You know, the Federal Reserve is in a balance sheet expansion phase. And like historically,
when it comes to the price action of Bitcoin, and you know, you can talk crypto, but specifically
Bitcoin here, that's these phases of expanding the balance sheet, no more quantitative tightening
has been very good for Bitcoin in the past.
And the Fed's already started injecting liquidity.
It's $40 billion a month.
And the question is going to be, are they going to increase that number?
But right now, not to bore people, because the Fed and the stats
and just all the monetary conditions, it can kind of get a little
little boring but we see the uh the federal funds rate sitting at like a little bit over three and
a half percent which is in the middle of their target at like three and a half to three and
three quarters so uh you know it follows the the the the rate cut in in december third in a that year, and it brought us down from higher levels
is obviously inflation cooled, but it still remains sticky. And right now, the Fed is like,
there's no credibility whatsoever when it comes to inflation. Before, I talk about this all the
time, expanding the balance sheet used to be a response to stress in the markets pre-2008 global financial crisis.
Now we find ourselves almost 20 years after that, we've gone through five or six of these cycles.
Like rarely, rarely did that happen before 2008.
2008. So that's something interesting to take into account. Typically, when liquidity gets
So that's something interesting to take into account, right?
injected, it might take some time. We might consolidate for a little bit, but historically,
that's when Bitcoin has kind of bottomed and trended higher. So if you look ahead in 2026,
the Fed's stance seems cautious, but it's like it's not restricted, right? Like the last dot plot in December shows a projection of just one cut throughout the year, 25 basis points.
And the federal funds rate ending at like three and a quarter, three and a half or slightly higher depending on distribution.
So there's, you know, and there's widespread dispersion, too.
Like a lot of these guys don't see no cuts at all. And then others are projecting 50 or more, but the median reflects normalization
bias, right? Like easing gradually as disinflation resumes, but only if data cooperates. So I think
the market is pricing in, you know, these tools with caution, right? Like for January 27, 28,
you know, these tools with caution, right? Like for January 27, 28, there's like a 95%
probability of no, or excuse me, 26, 27, there's a 95% chance of nothing happening. So like,
I think we're in a stable and non-restrictive phase, which is perfect historically. And just
in general, like liquidity sensitive assets, sensitive assets like Bitcoin,
it's perfect for bull momentum as institutions,
you know, front run adoption.
And you could layer it with geopolitics too, right?
Like, you know, what's happening in Japan
with the yield curve and like,
it's turning crypto and Bitcoin from niche to necessity uh and you know i was kind of upset
earlier this week we saw like the clarity act clarity bill get up and i think a lot of that
has to do you know all politics aside elizabeth warren really just came in and added like 20
different uh things that she wanted within this bill which I mean, it's just ridiculous and goes to show how fiat economies
are, um, like, uh, legal privileges and they allow these people in, in, in, in policy to just
do whatever they want. It's bullshit. It never works. We saw the same thing happen or we didn't
see it. We were all, you know, this was thousands of years ago, but the Roman Empire, exact same thing happened.
They debased Daenerys with silver, right?
Selling silver, selling all, doing everything that they, it's the exact same thing that's
happening right now.
It's not a matter of if, it's just a matter of when.
So I think 2025, 2026 is going to be a pretty, pretty good year for Bitcoin.
I don't, again, I think we can consolidate here and like some liquidity
can be pulled out of the market before we trend higher it'd be interesting to see you know what
the fed does but it's just noise man like all this with people talking about you know i hear a lot
about 50 and i'm getting a little off topic but 51 like attack and uh what is it the miners some sort of like minor
it's all bullshit these people have been on the sidelines for years and bearish on bitcoin bearish
on ai all this shit and and it's just like coping mechanisms it's fud monger so i think it's gonna
be a pretty solid year it just We might have a little bit of chop
in this like 90, 95k area, but I don't really know what stops Bitcoin from getting back to highs,
if not this year. I mean, I think it's going to get back to highs this year, but
just like what there's nothing stopping it. So I'll pause it there.
So I'll pause it there.
No, you're good, man.
I also forgot to mention Iron and its price action today.
I mentioned it earlier this week.
I think things like Iron are going to shock people and probably outperform MSTR moving forward in a big way, in my opinion and um i'm not like the biggest ai guy but i know um claude had that huge update
like a couple of weeks back um it's it's i think they call it vibe coding man like it's actual
vibe coding that's what that's what it's called and um it seems like what openAI did for markets in late 2022,
that's what Cloud is doing to markets. It could be like just as big, right?
Because OpenAI, that alone,
added trillions to NVIDIA's market cap.
But I think at the very least,
like it'll add to AI's growth and the story, right?
I would say still,
like I don't know if people have used any of the, like,
vibe coding, like, products yet, which vibe coding is kind of, like,
for anybody in the audience who doesn't know what vibe coding is,
it's just, like, referring to people that are just, like,
like, coding because they are building something, like, they enjoy,
whether it's, like, a lo-fi playlist or it's, like, a product idea.
I've been using, like, Replay and, like, Claude and Lovable
and, like, all these AI products. I do think
in the next 12 months, we're going to be at a position where anybody that doesn't even know
how to code, I don't know how to code. And I'm literally almost, it's not, it's like 70% of the
way there. But I think in 12 months, people that do not know how to code, but just understand how
to use AI prompts and just understand how to plug in backend systems like through Stripe
or other mechanisms that you can Shopify, et cetera, you will be able to ship products from
your brain as an idea to the app store within 24 hours. I do think that's going to be a pretty
monumental moment for consumer products. But I do agree to the sense that it's not like obviously
billions of people are going to use that. I just think there's going to be a lot of
consumer-based products. And it's really unfortunate because I that it's not like obviously billions of people are going to use that. I just think there's going to be a lot of consumer-based products.
And it's really unfortunate because I think it's actually kind of detrimental to a lot of these L1s
and these companies that have raised hundreds of millions of dollars and have not shipped any products
and have put in hundreds of millions of dollars into development.
I think development is going to become easier and less expensive very, very quickly.
expensive very very quickly and i do think that happens in the next 12 months
And I do think that happens in the next 12 months.
hey small cat man i want to bring something your way so i guess you can you can say the dot-com boom
really started probably like in the like in the early 80s right and And that's when things like Intel started to come about and all that stuff. And
then going from the mid 80s, that was basically Reagan's like power hour, mid 80s, late 80s,
you started to see Japan going absolutely ballistic. And then for the rest of the decade,
America completely dominated. And if you look at what's going on over in Japan, right, you see some
robotics names doing quite well. And if Japan is going to lead on that, then if we just circle back
to a trend before that, which was tech, right, something that was in its initial infancy stages,
which AI was in its infancy stage in late 2022, early 2023,
if history repeats itself, then you probably see an AK blow off
sometime in the next 18 months maybe,
and you just see the NASDAQ going absolutely crazy.
And that just means crypto is going to shock and surprise people,
in my opinion.
You combine that with Trump bringing in his Fed pick, we're in for some exciting times, man, I think.
Something that only happens a few decades, like every few decades.
And I know COVID was absolutely insane, but that was an anomaly right it's not like
we're gonna see trillions in helicopter money but as far as growth right like global growth
specifically i think joe mentioned i see me in the audience i said i'm an invite to speak but
joe mentioned an index um that covers all global markets es ESM or something like that.
It's EEM, bro. EEM.
EEM. Yeah, EEM.
And if that's doing well, then it's like,
I really don't see how 2026 can be a bad year, right?
And the fact that we're seeing a lot of these names rip off off of uh the yearly open right even things like minors and like you you
you now see iron uh and a few other names like back in a higher time frame uptrend now mind you
mstr still looks completely terrible it's still down like what is it 70 over the last few months
or whatever but a lot of these other beta names, they're catching up to speed, and it's probably only a matter of time
until MSTR circles back up.
And as far as sentiment, I do see people that were pessimistic
near the true complacency shoulder, which was 116K, actually getting angry. If you remember when BTC crossed
20K after that CPI reading in January three years ago, in January 2020, we had a spike from 16K
to 23K in a matter of hours. And the macro doomers were kind of just angry saying,
how can this happen? can this happen oh just
you wait till this report just you wait till that report and the market just kept on grinding more
and more and more so a lot a lot yeah to unpack there man i'm sorry i i i ran no no you're good
no i i completely agree with you and then you, as far as like sector-wide, the miners
having this transitioning to AI hosting and just data center infrastructure, you know, you got obviously like Iron Cipher, they outperformed like top crypto stocks in 2025,
right? In 2026, it looks stronger. Power is without a doubt the bottleneck and you know it's it's
starting to sound pretty annoying because like we hear it every day and but it's true power is the
bottleneck you know uh like a lot of these large firms and and uh investment banking reports
goldman blackstone they see like north of 60 gigawatts needed, uh, by, or so like, I think it's like North
of 80 gigawatts needed by the end of next year.
And then by 2020 by 2030, it's like in the hundreds and we have a big shortage of it.
So that gives these guys with a moat, uh, gives these guys like iron cipher or terror
wolf, you know, a moat with like low cost renewable
grids and pre-securing it.
So they obviously flex between Bitcoin mining and AI hosting, right?
Diversifying revenue while Bitcoin trends higher on Fed liquidity and like having cycles
or having scarcity, it means something.
But I really see like a lot of these, these miners fully transitioning to,
to AI and, and maybe not fully, right. It depends on the price of Bitcoin. I'm sure that a lot of
them are still going to keep some Bitcoin operations because it's a great like cash
engine to fund AI. But like you were talking a little bit about, you know, the.com bubble and like,
I love talking about this. I even got into it kind of with, uh, with, with Jim Chanos a little
bit on one of my posts. Like he, he commented something because I was talking about power and
like the needs for power. And he was basically saying that, uh, you know, if you think power
is the permanent limiting factor, I can't help you. And I was like, you know, cheap power. He's saying that we have tons of abundant land, abundant cheap power. And
I was saying like cheap power is skyrocketing, right? Transmission upgrades take five to 10
years. You can't just like go out and secure power. It's the guys who have the power now are
going to benefit the most. And he was saying to me that like, if that was the case, then all these
miners turned data center companies
should be signing five to seven-year deals at a 20 to 30 return on investment capital today,
but they're not. And I was like, what are you talking about? Iron was five years with Microsoft,
Cypher 15 years, AWS, Wolf, Terra Wolf 25 years with Fluidstack and backed by Google.
Obviously, the return on investment capital is not
going to be there at the beginning, right? Depreciation drags early. The front-loading
CapEx forces return on investment capital to build over time. So once utilization hits,
I think that they're going to start pulling in 20% to 30%. But long story short, the main thing of
the argument, I like how you brought up the dot-com bubble because there's obviously some similarities, but I think it's a totally
different ballgame. I mean, I don't really know how old you guys are. I wasn't even alive during
the dot-com bubble, the real bubble, right? 97, 98, 99. But I've had to do hours and hours of
research and podcasts and watching the news stations back when it was all happening to truly understand it as an investor in this space right now. So
if you like think about, if you try to compare them, right, you think about the late nineties
dot com hype. So the NASDAQ in one year in 99, it surged like 85, 90%, almost a hundred percent.
You had like these companies like Qualcomm, Qcom, up over 2,000%, 2,600%. Companies
were literally doubling in 10 days. VC poured in, IPOs were popping off, and these valuations hit
the stratosphere. But again, it was all smoke and mirrors, right? These companies, these dot-coms
were pre-revenue startups.
They had no profits and they were burning cash on hype alone.
Like obviously, NVIDIA, Microsoft, all these companies that are leading it, these hyperscalers,
they're burning cash on hype as well.
Sure, I'm not going to say they're not.
But at the same time, we're seeing the application come and it's not pre-revenue.
These are the largest companies on the planet, the most exciting companies that are making trillions and trillions
of dollars. So again, it's led by like profitable giants, NVIDIA, Google, Microsoft. It's not like
flybynight.com. So, you know, like if we talk valuations, which is a key parallel, but with a
bullish twist on AI, and that's like why I am bullish on AI, at least for two to four years. I don't think we're going to have to worry about a reckoning
for some time. In 99, these stocks were trading at wild multiples. NASDAQ 100 was at a 60
price to earnings before peak. Today, it's like 30 to 35. And a lot of these AI leaders like Google and
maybe not NVIDIA, but Google, you know, Amazon, they're cheap compared to dot-com peaks.
And, you know, I was reading something from Goldman. They said that there's obviously echoes
of 97, 98, but it's not a bubble. It's like, it's not at bubble burst levels yet, right? There's,
we're seeing imbalances building like the nineties, but there's way more discipline. There's like,
people aren't just throwing money at bullshit. Private funding is, is strong and the financial
strength in big tech keeps everything grounded. So, and again, the federal reserve comes in,
they play a big factor into the idea that AI's outlook is brighter than dot-com.
And in 99 and 2000, they hiked rates to combat inflation, and it pricked the bubble a lot, and it sent everything tumbling.
Like, if you contrast that to today, we're in easing mode. Like, we're going into easing monetary conditions. It's just a fact, right?
monetary conditions. It's just a fact, right? You got rate cuts, 175 points in 24 and 25.
I'm thinking we might have two more this year. And they're projecting like 2.5% GDP growth for
2026. So I think it's like an accommodative stance. It'll be interesting. And like, I, and last thing, you know, Michael Burry, he talks about
the circular ecosystem, right? Like Nvidia is spending money, is investing in companies that
are buying their chips, right? So it, he calls it fraud and not a flyway. It calls it like a Ponzi
scheme, customers being funded by their dealers. Sure. that's fair on the surface looking at it it's sketchy when i first saw it like three months
ago i was kind of or two months ago i was a little not that concerned but like it's it's not
self-dealing this is vertical integration in like a brand new industry and that's that's what's
happened throughout history like you need to vertically integrate in brand new industry. And that's what's happened throughout history. Like you need to vertically integrate
in brand new industry.
And we think like the auto supply chain, right?
Ford did the same shit in 2019.
And like they were investing in battery startups
who bought Ford, like Ford parts and Ford cars.
It's not a scam.
It's just securing the ecosystem.
So, and the CapEx spending spending it's not even close like
1999 whatever dot-com bubble the percentage of capex spending to revenue back then was like over
400 today it's 25 nvidia microsoft literally 25 of revenues is what they're spending so
um i think that these people are just but isn't it probably a lot higher if you just consider the AI departments? I mean, you're throwing in that, you know,
revenue from an entire existing business, which doesn't really have anything to do with AI.
If you just consider the AI businesses, I bet it's fairly similar or perhaps even worse.
Um, well, I don't think that it's like only in ai right like like where does nvidia make their
revenue from where do they make their money from the the gaming is over game's been over for what
like five years so i mean i think that you have a good point but there's a difference when in for
example another thing that i like to think about like chat gpt how quickly it got 100 million users it took you know
these other yeah sure i mean ai's ai's got a lot of penetration but you know that's already
happened right like you know what's the next 10x in like revenue are people going to upgrade
their 30 a month chat gpt to 300 to 3 000 a month are you are people going to spend more $30 a month chat GPT to $300 to $3,000 a month. Are people going to spend
more on chat GPT than on rent? And I don't think that's going to happen. Yeah. And I agree with
you. I don't think that's going to happen either, but this is like the concern. And I, and I
understand that concern, but we're not even close to being there yet. These companies haven't even started
most of their computing processes. XAI, it's an extremely homogeneous model. They're depending
on one technology, one location for the most part until a couple of weeks ago in Mississippi.
Things haven't even started yet. So that is for sure the concern like correlating it to the capex spending um but
like my view on it is just like i think we're some time away um and i can't like miss out
some time away from what though if if this is if there's a bubble right and if
a bubble is gonna burst it's not happening within the next six to 12 months, in my opinion.
Like things haven't even gotten.
Why not though?
Well, because things haven't even gotten off.
Like we haven't even gotten started yet, right?
Like a lot of these, for example, like even with the smaller mining companies, if you are the smaller like AI infrastructure companies, you have iron, cypher.
companies you have iron uh cypher these guys have secured deals right for compute that is
so minimal compared to what the hyperscalers are doing like in-house with themselves
but they haven't even started yet right like the land the land process uh building out like you're
getting you know secured electrical power with your grades priced in though right sure it's
already priced in but again it's just one deal.
The thing is,
are people going to start
spending $2,000
a month on AI as opposed to $20
a month?
If the spend
that people want to actually spend on AI...
The Gemini was going to be free. That's why
Anthropic is having a fucking aneurysm
right now.
The thing is is like it's it's just like a self-consuming it's like the snake that's just eating its own tail right self-consuming in a way and i think the
real question is going to be like when they have to figure out like like how are we generating
you know real revenue through through these like through ai right like anthropic 80 of their 80
of the revenue is from a 20 a month subscription right um when you have like google just come out
and be like hey we're gonna give it to everybody for free uh you know and then they're then
anthropics gonna have to come out and be like hey we'll give it to you for free too we're just gonna
have like ads on the side kind of thing um it's like the real question is going to be like, didn't open AI announce ads today?
I think they did.
Right.
I mean,
they have to because they realize that they're not going to be able to like
here pretty soon.
It's like,
they're,
they're not gonna be able to charge anybody's subscription.
Right.
Here's nobody's going to use it.
Right.
I mean,
people are already using just Google.
Like they used to use Google and you know what i'm saying uh it's instead of having to type in chat gpt.com or chat gpt and
then and then go to chat gpt they just like open up their chrome and then they just type in chrome
and just right there right it's like you cut you cut them out of the process um it's like ease of
use yeah i mean there is there is there is that risk you know that basically
instead of people spending more and more money on ai people actually spend less and less money on it
and instead of people spending more and more money on compute people actually spend less money on
compute because the algorithms get more efficient i mean ai algorithms at a given level of performance
get more compute efficient at a
very like a terrifying rate right like so i don't know i mean like i think there is a
if you think like yeah this has still got you know like we're still not even 10 of the way done
like you know it's all bullish like there is an embedded prediction in there that somehow people
are going to want to spend like thousands
of dollars on AI a month as opposed to like tens of dollars and that somehow AI will do
something that's actually like super useful.
Um, and I'm not so clear about that happening, right?
I'm pretty clear that what, that what exists now is useful because I use it all the time,
but like, I'm not, it's not sort of good enough and
relevant enough that i want to 10x my ai spent right now forward thinking as well and if you
think about it too from a uh from like a computer perspective uh i think bezos talked about it maybe
like last week or like two weeks ago and first off small small cap i want to give you your props great analysis uh but they jeff bezos had said that the future for like computers is you're just
going to rent out like you're going to rent a computer you're and like it's going to be on the
cloud right that's where that's where everything's going and then to knock it to your point with like
the ai you don't it's not like good as $1,000 a month.
What do you want from $1,000 a month?
I mean, it will get there, right?
And it's happening pretty fast.
I mean, we can't ignore that.
Why?
What's AI going to do for you that's worth $1,000 a month?
Whoever can answer that question is going to be a multi-billionaire.
I mean, if I had that answer, I maybe but maybe there isn't an answer right maybe there
maybe there just isn't anything that it can do that's worth a thousand dollars a month
well nakamoto i think i think like you're slightly looking at it in a like in a in a
shelled perspective like um it like looking at ai is specifically just chat GPT, right. And, and, and paying prescriptions,
I think is not really like what the, the whole idea is. So like AI on the hyperscale perspective,
right. It's, it's not going to be just monetized through subscriptions.
And it's funny because you say these words and I feel like you're going to say, well, what does that mean?
Which is fair. It's monetized through computing consumption and automation and enterprises and spending on infrastructure.
The real money is flowing into the hardware
and the data centers themselves and hyperscalers are, they're deploying tens of billions. It's
going to be trillions by the time we get to 2030 into capacity because AI, like it sits on an
infrastructure stack that makes the revenue. But what you're talking, like what you're looking
for, I think is the enterprise layer right like
companies aren't buying chat gpt subscriptions in the app they're buying productivity some of them
are no no no no no of course of course they are but i'm talking about okay literally yes they are
buying it but the whole idea of it on the enterprise layer is not chat gpt it's buying like automation productivity
and uh systems that make decisions um like inference at scale and like labor that compresses
time and uncertainty with decision making so it doesn't show up like when you're talking about
that the budget doesn't show up as subscriptions it It shows up like as, uh, it spend and like cloud commitments.
Um, but, but that's, is you got to remember that all of this infrastructure stuff is a
cost, not a benefit, right?
Like it's kind of like, you know, if you say, if I said to you, why is steel going to be
important?
And you said, well, steel is going to be important and you said well steel is going to be
important because we have all of these like mines and steel mills and i'm like yeah but that's like
steel mills are a cost not a benefit the benefit of steel is like a fork or a plate or a navy ship
or a car made of steel right things that are actually made of it that people use right it
ultimately has to so ai ultimately has to turn into something that somebody is going to use. Right. So it could be like an automated medical doctor. It could be an
automated teacher for your child. It could be, you know, things like that, but it's, it's like,
you know, is AI going to get there to the point where it can replace your doctor? And then maybe
if you, maybe if AI can replace your doctor doctor You actually would pay a thousand dollar a month for it because you know, you're already paying a thousand
But the problem is if it already is you see like if you can get the quality of a human doctor on a $20 a month subscription
Why would you pay a thousand for it? Um, right? Well, we'll knock it like I
Okay, I get what you're saying what I feel like it's just a little bit too literal.
And the reason for that is when you say, like, infrastructure is a cost and not a benefit, like, people frame AI infrastructure, like, people frame it as a cost, like a cost center, right?
But I kind of disagree.
That's what it is.
But with the premise, I disagree.
Like infrastructure looks like a cost if you're looking at it through a short-term P&L statement.
But in computing, infrastructure has always been an indicator of productivity for the future.
And it's not been a drag. It true for uh mainframes for pcs cpus
networking and it's like that's what that's what we're betting on for it to be true for ai right
you have to build the substrate before the applications can monetize it's kind of like
saying i i feel like that's kind of like saying uh um you know it's like you got to use some lube before you get going.
Right.
Right.
Right.
But,
but,
well,
I mean, I mean,
it only makes sense to build,
you know,
computer components.
If ultimately at some point people are going to use them for some purpose
that they actually need.
Right.
So like with,
with,
for example,
say like screens,
right.
Like,
you know,
computer screens, why are computer screens good? Because we want to buy them and they want to look at them right like if you get to the
point where you're building computer screens that are the size of a football field that nobody can
actually use right that's not a profit center that's just a loss but it's just waste but but
but they are like making incredible like it's happening i think you might
just like not be looking into it like enough right i get what you're saying like it needs to do stuff
but it has i mean uh well the problem is the stuff that ai currently does fits nicely into like a
20 a month monthly subscription people use it for like you know personal research questions they use
it for writing stuff they use it for writing stuff they use it for making memes
they use it for all sorts of things right but like it doesn't seem like anyone's willing to bite on
the thousand dollar a month version and it doesn't really seem like it's going to like actually like
to the extent that it does stuff it tends to do it like cheaply at a relatively mediocre-ish level
of quality okay and nobody's actually cracked into
like the the the kind of like version way or like yeah this ai is so good but i'm gonna i'm gonna
live in my car stop paying rent and pay for the ai instead right we haven't to your point from a
market dynamics perspective you and i both understand that that is like that level of
it's not gonna sit at that level of
stagnation and complacency forever right the ever-evolving efficiency why not ever evolving
because we live in a capitalist structure brother the problem is efficiency the problem is what
efficiency is going to do is going to make it cheaper right like when you look at the the
quality versus cost plots for ai, they all get cheaper very,
very quickly,
but the,
the max quality doesn't go up very much.
So there is this risk that it basically all just becomes very cheap.
I don't know.
I think you're looking at it from the wrong,
like,
what do you,
what are,
so if I ask you,
what is the like groundbreaking things that AI has done?
What,
what would you say to that question?
What over the last five years? Yeah like ever since the conception of these like whether it's an llm or just like computing models like what has ai done that because because basically what you're
saying is you don't think it's done anything other than you know kind of make it easy to cheat on
tests for kids and just answer questions, right?
Well, I mean, it's done a lot of things that look like, you know, text processing, question answering, research, kind of, it's, you know, one thing it's very good at now is software
development, right? So it's very good at writing code, and it's going to get a lot better at
writing code. The problem is the things that we really
spend a lot of money on, like for
example, healthcare and rent, seem
a little bit hard
for AI to break into.
You know where the future is?
There's a limit to the future.
Neuralink, right? Cyberpunk
where you literally just are able
to download these huge
data sets into your memory and to where you don't have to where learning becomes instantaneous
and not process based.
Yeah.
You want to know what I would use AI for, man?
I would use a neural link and hook it up to Alan's mind to find the next
runner on.
Bro, did you say Alan?
You did not just call him
Ellen
yeah his name was Alan isn't it
Ellen Minsk
I'm talking about the pump fund guy
dude think about it imagine
someone sells their Neuralink
data oh you're talking about
yeah
that's the real just to come back Oh, you're talking about Alan. Yeah, dude, yes.
Yes, that's the real... Oh, I thought you were talking about Elon.
But just to come back to the serious stuff,
I think the issue with AI right now is basically,
it's like, as the tech improves,
AI mostly gets cheaper, not better.
And, like, that's not particularly...
Like, people are very balled up.
Like, AI had a big spurt of progress. Like, pre- pre 2020, you know AI's couldn't talk to you, right?
They couldn't pass the turing test
Well now we've got over that and they can talk to you and they can write and they can write code
and they can make pictures and they can make videos and so on and so on right but like
They're not yet at the point where they're going to be able to
Do the things that we really care about with that. We really pay a lot of money for right? But like, they're not yet at the point where they're going to be able to, you know,
do the things that we really care about, that we really pay a lot of money for. Maybe they will,
but, you know, it's again, it's a question of like, AI has a tendency when it learns how to do
something to just very quickly learn how to do it extremely cheaply, right? It's sort of like,
learn how to do it extremely cheaply right it's sort of like it keeps destroying its own markets
um you know so like when when ai so one thing that ai has like really thoroughly taken over
is like graphic uh graphics work you know artists right so if you go back to 2019
yeah if you go back to 2019 and you wanted like some, some graphics work, some illustration done,
you had to pay a person and you would have to pay like a couple of hundred dollars for a nice
illustration, right? Well, now you can go to Grok or, you know, chat GPT or mid journey or whatever,
and you can get that same picture at the same quality with much more customization and much
quicker feedback loops. you can get that for
like 10 cents now so the thing has got like you know a thousand times cheaper and the quality is
like slightly better but like what that's mostly done is it's like made a bunch of these illustrators
unemployed made them very pissed off uh but it hasn't made like a ton of money for AI right people are paying for relatively cheap AI subscriptions that do all of these
things right I'm still paying for mid journey I think but it's not much right
it's like five dollars a month or something I can't remember it's not very
much right so there is kind of the risk that it just turns into this the AI
basically becomes something that is sort of like um a sort of generalist task
uh program that will do sort of like small self-contained tasks that are to do with
writing or illustrating or movies and maybe longer tasks to do with software but again in software
the risk is just that it just drives the cost of software not good just answer this question dude when are you deploying the coin like you're so smart dude
like you do not understand man if there's anyone that can deploy a project using clod
using everything that you know dude like this is your market man this is your market well
you never know you never know what's the space like you you see the people that are dude the
people that launched ai slop like the zerebro guy dude you run miles around him man like you run miles um yeah i don't even think you'd need that
much funding to be honest man but um yeah ai and crypto it's like a nice synergy that
started with um the singularity guy agix that one went crazy last bull market, man.
But his coin released.
His name is Ben.
I forgot his last name.
Yeah, Ben Gertzel.
The funny thing is I know Ben Gertzel from 2009 because I spoke at his conference.
Bro, oh, my gosh, Naka.
Like, you met Vitalik before his token.
You met Ben before AI was even a thing.
Dude, you're a renaissance, man.
Dude, I knew Shane Legg before DeepMind, right?
Did he have all of his legs or only one?
No, no, Shane Legg is like the number two guy at DeepMind.
That's crazy, man.
Dude, you know what's funny?
Dude, there's this girl that's like walking on my balcony.
Like I'm on my balcony right now and she's like walking and she's carrying a box that's like bigger than her, dude.
My gosh, that's funny.
But going back to markets, dude, like this whole AI thing started a while back.
Remember DeepBrainChain? Anyone remember Neo? going back to markets dude like this whole ai thing started a while back uh remember deep brain chain anyone remember neo that was like a coin built on neo deep brain chain i think that ticker
doesn't even exist i think it was called dbc deep brain chain and then um fetch ai you know what's
crazy man like edward he's our web dev he used to run a discord group
that was literally my first group ever man i joined in like late 2017 and uh i remember when
fetch ai launched on binance it was an ieo on binance an initial exchange offering and he was
like yeah crypto and ai might actually be a thing fetch is huge and uh yeah fetch went
ballistic that cycle so it's always been around right then you had tau which i think tau was like
way overhyped for for uh for everything that that it was like promised to do and all that stuff um
to do and all that stuff um yeah i think tau was probably like the most over overheated overhyped
uh crypto ai project but what you were talking about naka yesterday like a chain specifically
for agents and stuff like that that's going to be jensen ai but the valuation is already obscene
dude i don't think i don't think we're going gonna make much money on it if any at all because you
know how these vc launches are right they're kind of like pudgy penguins monad pump fun they pump for
the first two days and then they they just giga rug um that's just that's just how the trend has
been with the exception of like a celestia. I think IP Story just
giga pumped right off the bat and went
up like crazy.
But most of these VC launches have been
quite bad and Jensen
is valued at billions right now.
So I'm not sure if we're going to be
playing on that.
Jensen's a savage, bro.
Jensen's a savage.
No, I'm not talking like Jensen. Oh, you're not talking about Wang? You're talking about the other's an absolute savage no no no i'm not talking like jensen
for you're not talking about yeah you're talking about the other no no no okay no no it's not a
guy it's a project called jensen g-e-n-s-y-n and i mean it's it's built by people from like NVIDIA and Google, all that usual tech jargon, all that word salad.
But the valuation is obscene.
It's kind of like Sui, right, where Sui was valued at an insane valuation, but it had people from a good background or whatever.
So maybe Jensen ends up being like a Suey where yeah like giga rugs after that first
initial pump but then it goes on a tear um but i just think like ai projects have to just launch
on chain build in public you don't need to have all this like fundraising dude you can just
learn learn about tokenomics liquidity pools and all that bootstrapping stuff and actually have something
that has a roadmap something that's tangible right and let the uh let the market decide you just let
the market decide but um that's my take on like crypto ai um there have been some rumblings over the last like i'd say nine months with ai you had
that tibber coin going to like 500 mil last year um virtuals had a nice echo bubble rally
and now you have this stuff on solana so it's not like ai is going to go away kind of like memes
right you had useless going to like 500 mil troll going to 300 stuff like that so it's
like those are kind of the predominant uh things in crypto so yeah that's kind of my take uh
how am i take on that if you guys have anything else that you want to say
If you guys have anything else that you want to say outside of AI, you're more than welcome to.
outside of ai you're more you're more than welcome to
Yeah, I mean, I was going to talk about a little bit of the TA.
I think we're still patiently waiting for, I think the big place that everyone thinks we're going to go up to is that 100K, which is 50 weekly moving average.
I mean, if we don't get up to at least, I mean, I guess you could hit it, you know, maybe in two weeks when it's at like i don't know 99k maybe you don't quite get there there's obviously a lot of different possibilities
but yeah i think that's the big thing i think it will um happen probably before the next fomc
meeting if history repeats like last year i mean it rhymes even with the new tariff um
potentials we're still waiting on the supreme court with um my guess is they may
side with trump there but i have no clue i have no clue when they're they're even going to make
that decision um but yeah i mean coming up a little bit more and i think after that you probably
will see some bearish months probably a bearish february would be my main take here um and that's
not even based on the four-year cycle.
That's just based on, you know, how things look in terms of how overheated it is and all that.
You know, NASDAQ, S&P 500, you know, they're kind of sideways right now, struggling a little
bit. NASDAQ still, I mean, I think it's been a few months since you made a new all-time high for
the NASDAQ. So yeah, yeah i mean probably a couple bearish months
here makes the most sense um you know when i look at a lot of things xmr you know obviously monero
going crazy um it rejected perfectly off of a huge huge fib level and i mean that could be
you know kind of a level what What's that? What level?
Oh, I don't have it in front of me right now.
Let me give you two seconds.
I'll get it up.
But before I tell you that, I mean, that could be kind of a precursor to what happens with Bitcoin in a couple of weeks, kind of that rejection.
It's also kind of rhyming with what happened with Zcash. And I mean, I could be completely wrong on this but my theory with those um is that people
are trying to some big monies trying to take profits um and they so the level on xmr is 798
about just about 800 it's a fib level if you draw like a long-term fib all the way back from like the
all-time high in freaking what was the last bull run like 2021 probably
um yeah from like that high of may 21 all the way to the bottom in like june of 22
and that's one of the fib levels that comes up so i think it's pretty significant there um i don't
really see this you know jumping up to a thousand it definitely probably will you know maybe make a
new all-time higher run to those levels again as we've seen i mean maybe it's hard to predict these but i do think that that's gonna
you know see a pullback as long as well as zcash as well as a lot of these things i think some of
the the all coins that i know i know i sound like a debbie downer here but i know a lot of the all
coins that did jump up a bit like i feel like they may peak out you know a week of the altcoins that did jump up a bit, like I feel like they may peak out, you know, a week or two kind of before Bitcoin here.
And then everything kind of drops down.
Now, the positive here is that like for altcoins, like if you can pick the right ones, you know, there's obviously so many.
But if you can pick the right ones, I think the majority of them overall for like total three or outside the top 10 market cap, others versus Bitcoin, will outperform Bitcoin solely, you know, based on monetary policy going forward, all the money printing and all that.
And I mean, that's, that's kind of like an ended decade thing. Like it kind of, you know,
presumes the next couple of years will be bullish, which I think most people,
most of the masses, including myself, would, you know, obviously agree with that. And I think
that's very likely, but next six to eight months, especially with energy, you know,
generally when energy does well, that's one of the few things that could do well while the S&P 500, NASDAQ, Bitcoin does come down.
So that's the big thing there.
You know, I think ETH is kind of the most attractive thing to me in terms of crypto right now because it's a good bank for your buck and it's probably going to outperform Bitcoin based on monetary policy into the end of the decade. In terms of like, you know, last few
months, and I'll admit it, I completely kind of missed out on silver. I've been in gold, but
last few months, nothing looked that attractive to me really since like November, December,
nothing really looked too attractive to me to buy. But right now, energy is like the only thing that
actually like looks attractive to me for the next like six to eight months, at least four months.
Like, you know, XLE, uranium, even I would take that bet that you could probably, you know, kind of make an all time high or get close to that area within a year from that 2011 high on like the global uranium ETF URA, kind of following the footsteps of gold and silver.
Keep in mind, though, this isn't, well, silver was kind of the sequel to gold.
So this would be the treacle, the third.
So maybe it gets even worse.
You know, be careful.
But I think XLE is probably one of the safer bets now.
The Occidental Petroleum I've talked about, it's a Berkshire Hathaway one.
They're down on it slightly.
They've had it for a few years.
I think that will run for a couple months.
And I think converting some of these into attractive crypto prices in like six to eight months could be really good.
Especially like, I know it's going to sound like a ton down, but like, you know, for if you can get things 30, 40 percent down from where they are right now, like we would hope for, you know, a 60K Bitcoin, a 50 something K Bitcoin,
we'd hope for an 18 to $2,000 Ethereum.
We would hope for, you know, Solana, maybe down 40, 30% from where it is right now.
Those type of things, then potentially that's life changing wealth.
You know, if you can get, let's say ETH goes up to 10K by the end of the decade,
which I think is kind of a conservative estimate
to a certain extent.
It could go higher than that.
But if you can get it in a 2K, you know, that's a 5X.
That's pretty good for something
with the market cap of Ethereum.
And, you know, 20K can become 100K.
I know this is like chump change for some people,
a lot of money to, you know,
it depends what your goals are. But there's that you know there's definitely that and then some
altcoins you know diversified portfolio into you know six months from now eight months from now
probably can run up more than that you know kind of into the end of this decade um i think that
from a technical perspective ai not every ai really depends but i think things like palantir that have you know
only gone up you know since um january 23 are it's interesting too that kind of bottomed out
around bitcoin have only gone up since then like that needs to have a correction at some point but
if you can come down you know i would look for our that's one that's a try you know it topped
around 200 if you can get down to i'll take 100 and i mean
this is uh people who like palantir probably hate this but 70 bucks would be freaking great man i
mean if you can get down that low your p.e ratio would be much much better what do you have for p
right now you're at like 414 so you know you're due to get a better ratio at some point there so
you know that's my kind of my two cents there's always going to be some type of bull run somewhere.
What looks attractive to me right now is energy, including uranium.
I think you can ride that up quite a bit more than some people may think
for the next six to eight months.
I think kind of FOMOing into silver right now doesn't really make too,
too much sense.
I think that I've been in the game long enough or you know the
longer you know in the game you know when things go parabolic like not to say it can't go higher
but you know things will start to you know kind of outperform it and i think the gold silver ratio
i think gold will start to outperform that um pretty soon as well so you know i think i think
it's a little bit exciting you know just seeing something move because last two months was kind of
unless you were in silver it was just boring you know what i mean but there's some more there's some opportunities
coming you got to be a little bit patient for it especially if you're kind of a spot trader
aggregate trader like myself i'm also i also do short-term stuff too but that's a that's a whole
different you know whole different animal and different techniques to do to do here i just
wanted to say quickly that if you look at bitcoin on like for example the 16 hour 20 hour 22 hour does look a little bearish it would support the
fact of coming back to like 92k maybe 90k and then jumping up to 100 into the FOMC meeting like end of
this month so if I had a guess here that's what I would probably guess. And then if you reject from 50 weekly moving average, 50 weekly SMA, 200 daily SMA, we are in a simulation, man, because that's what's happened every single time in the bear market year, the two years post-having.
So keep that in mind.
But, yeah.
Man, Dash is up like 150% from the start of the week until now man talking about like uh
cryptos that might pump and things that um could rally hard i'm wondering if like all these privacy
coins are going to rally super hard if we do get that big correction later this year if it happens right if it happens um
typically when you see zcash have that blow off top that's basically the top for all privacy coins
but now you had monero going up like crazy and dash going up like crazy um i don't think dash is like like as as complex as monero is right um with its ring
signatures and all that stuff but i know there's some privacy features on dash but the true privacy
coin is monero like that is like the privacy coin it's not i don't think it's zcash like you have
to look at all right if this is a privacy coin,
then the founders and devs have had a bunch of fines against them.
They've had a bunch of lawsuits.
They've been to prison, all that stuff, right?
That's indicative of, like, all right,
these guys are actually building some stuff that could cause some disruption,
right, from Big Brother, the all-seeing eye right like
tornado cash for example that is a coin that could absolutely go ballistic if this privacy narrative
actually continues moving forward um but of course they need the protocol to to be back up and
running and all that stuff um is there anything else that you guys want to say,
by the way, anything else you want to talk about? But before that, before any of you guys answer
that, if there's anyone in the audience, I usually do this on Fridays. If there's anyone in the
audience that's listening right now, wants to come up, talk some shop, ask some questions,
give your thoughts on the market, whether it's something that we spoke about
or something that you think is worth discussing if any of you guys there's almost 300 people in here
if there's anyone in the audience that uh wants to come up talk shop feel free to hit that request
button just click the spaces tab and then to the bottom left you'll see that nice little mic button
that says requests and uh i'll bring you right on up so i'll give that nice little mic button that says requests and I'll bring you
right on up. So I'll give that a few moments. But me personally, I've discussed like everything I
can possibly yap about unless unless I give a history lesson, which I've I've given enough of
that. But I think we covered a nice myriad of topics, covered price action over the last few trading sessions.
This is a long weekend, guys.
So Monday, we will not be streaming as the stock market is closed.
So we will be back on Monday at 3.30 p.m.
Tuesday, excuse me.
excuse me, we'll be back on Tuesday at 3.30 p.m. ESC.
We'll be back on Tuesday at 3.30 p.m. ESC.
But if there's anyone on the panel, if you guys want to discuss anything else,
any kind of last-minute discussions, Prometheus, you're free to go ahead, man,
if there's anything that you want to touch upon, man.
You know what?
I want to say one thing if Prometheus isn't going to go.
Yeah, what's up no no are you gonna speak did you want to say something no no go ahead okay um i i just want
like real quick i hate to go back on the topic with naka because i'm sitting here just like
thinking about it um naka i'm gonna i'm gonna get you like you're gonna come on to the same train that
i'm on one day it's not you're not gonna stay like this uh thinking that ai is just chat gpt
i promise you you're gonna see it soon but like it's it's doing we're doing things way more or
not we i'm not doing anything but ai is doing way more than just like large language
models and i think like a good thing to see what do you what do you think it is what do you think
it is doing that isn't an ally i think it's going to be doing massive like biotech discovery and
like and we've already seen this people were talking about like quantum computing doing it
like ai is is solving these problems that we haven't been able to solve in for years.
And you're going to,
the problem is biotech like is, um,
something where you actually need to do experiments, right?
You can't just do biotech in silico. That doesn't work. Um,
you need to confirm it at least with, with real experiments. Um,
whereas the things that, the things that the things that lms are good
at like like lms are finding real product market fit with code because when you write code you don't
have to touch the real world right so the whole thing can just happen on a server 24 7 very low
latency very fast so i predict that lMS will basically go really hard on mathematics,
code, and anything else that's purely silicon based. But anything that has to touch the real
world now has this unavoidable lag of like, okay, well, you've got some ideas. Now it's going to
take two weeks to do those in the lab. Whereas if you've got an idea for code, you can try it in two seconds. Right. But we're still doing it. AI is still doing it 50 years faster than
like, you got to look into some of these models, like deep mind group. It's through Google, you
know, deep mind alpha fold. Yeah. I, I know deep mind. I knew, I know the founder, right?
I know Shane like, but you see the problem with the problem with the deep mind
stuff is like they've done, you know, alpha fold and stuff like that.
But alpha fold required huge amounts of experimental data, lots of input from
sub from like a subject experts in the field.
Like anything that touches the real world is much harder.
But, but, but it is like deep mind is solving problems that have been 50 year questions in biology and biotech.
Like it's happening there.
If you go on to deep mind right now, like it's.
I think, I think the deep mind bio stuff is, is kind of marketing.
I don't think it's real.
Like, I think like they put a lot of their engineering effort into like alpha fold protein.
Folding is like kind of okay.
Like they're not bad at it, but that, you know, it's still required to, like you have
to understand the way they built these things required subject matter experts to put in
a huge amount of like custom knowledge that these people had of how these things worked
and, and also huge amount of experimental data.
And that's just not scalable right you can't scale up experimental data and subject knowledge by just building more
gpus but on the coding side well you actually can right because coding has no connection to the real
world you can just have a server that just runs lots of code and then add more gpus and run even
more of it and it just gets really really good at code so i think there's going to be this sort of asymmetric uh singularity if you like where things
that don't touch the real world go through a very fast sort of take off to become like very super
human and things that do have to touch the real world kind of get stuck. Okay. Yeah. I mean, listen, we'll, we'll see.
There's been incredible like results and proof of more than just proof of concept with minimal
use of power and minimal GPUs like Blackwells are, they're not even in the millions yet
as far as utilized in America to, to someone could correct me if I'm wrong, but we're like
right now we're using like 1% of global
electricity on AI and that's going to basically triple. Maybe it's one and a half. It's going to
double or triple by 2030. There's going to be, I mean, I think things happen when you have more
GPUs. Uh, I don't know if that's what, if like you disagreed there. The problem is that the,
the sort of, um, performance of a machine learning model based upon the amount
of compute you put in is typically logarithmic. So if we're already using 1% of all the power in
the world, right, increasing that to 3% doesn't really make any difference. It was all of the
progress was what we already did to get from using basically nothing to using 3% of the power in the
world. In log terms, that's most of the gains. So that means most of the power in the world in log terms that's
most of the gains so that means most of the gains have already happened hey let me put it this way
everybody in the world has to fail at trying to innovate ai outside of lms and all it takes is
one person to be successful at it and based off a probability standpoint i'd rather take the side
that one person is going to get it right and they're going to find ways to utilize ai outside of lms maybe but um you know like if
you look at what everyone is like would you bet on the there's going to be one person going to get
it right or are you going to bet on everybody failing um i think it rather than think of it in a binary term like pass fail you just think about
it in terms of rates like yeah they're going to succeed but is it going to take 50 years 75 years
etc right like there's so there's going to be an asymmetry where the things that you can do
without touching the real world those things are going to go very fast compared to the things where
you have to run an experiment or you have to talk to a person, or a robot has to move something around,
or it has to have some kind of real world input. Those things are going to go much more slowly.
So yeah, I mean, we will cure cancer, we will unlock the secrets of immortality,
you know, we will travel to the stars, we'll do all of these things. But it's like,
what's going to happen most quickly, and the thing that's going to happen most quickly,
is AI is going to get better at code. That's going to happen more quickly.
So do you think, I don't know, man, I don't think that, I think more power allows us to
scale exponentially with compute. Like, do you think AI scaling is linear with electricity?
exponentially with compute like i do you think ai scaling is linear with electricity
no it's logarithmic so you basically take the logarithm of the amount of electricity you put
in and that's how much like effect you get but you can get more computing with larger models
and ingesting and just more data with yeah so the the performance of these models is like the log of all of these things added together. Like it's log, electricity.
I have a feeling we're going to see a billion dollar runner on AI on-chain slop.
I've just got a feeling, man.
Did this spur on your on-chain juices, Wabi?
Yeah, did this spur on your on-chain sensories?
Yeah, man. Doritos sent me a list and I'm like all right let's see what's up and it like when totally start chilling something and some
dude anthropic and clod interacted with the tomato and it wasn't a top you know um i think
they also interacted with ralph as well so it's like what the hell am i
gonna buy you know like you will bridge the solana and you will like it you will bridge the solana
and you will like it everything else is i don't know I mean, Meteora is like the only one that I can possibly be bullish on outside of Pump.
If you want to talk like mid caps, high caps, like it's Pump and Meteora.
It's Pump and Meteora.
You guys will remember like a few days ago, I said I went on a space, right?
I think it was like two days ago.
And I'm like, i think pump fun is
the trade instead of monero and you take a look at the uh at the pump pump against xmr
pump is going up against xmr so that's what i have to say about that. And a lot of that money on XMR is probably going to go into some of these on-chain altcoins.
I think so.
As crazy as that sounds.
I want to bring up Tommy up here so he can say how Chud Jacks are going to get blown out, man.
Someone is going to get blown out.
Something is going to happen all at once which it kind of
already is right you see the Nikkei basically about to go parabolic and if Japan is leading
the robotics trade which is basically the same thing as the AI trade then yeah it just is what
it is right that's my thesis Nikkei going going up means on chain is going to do quite well over
the last few years since 2021 anytime the nikai has outperformance against uh us indices for
whatever reason all coins do quite well um or at least a a cohort of all coins, right? Because if you just go on the top 100, right,
like there's just a bunch of trash that no one really bids.
It's just valued at that reason because of bots or whatever.
But yeah, Smallcaps just sent me an invite.
He's going to go.
Yeah, appreciate it, brother.
Thank you for having me on, guys.
Nice meeting you all.
Yeah, no doubt, man.
Be back again for sure.
Yes, sir, man. Thanks for coming, for sure. Yes, sir, man.
Thanks for coming on.
It was a great show having you.
Those are kind of like my last remaining thoughts.
No one is really requesting to speak.
So Snorlax, I mean, Sully, I'm sending you an invite to speak.
If you can't speak, then it's fine.
And then I'll just wrap it up here guys. Um, unless Prometheus, you have any,
anything, um, else that you, uh, that you want to say, I know,
I know you're training right now, so if you can't speak, that's fine, man. Um,
I'll just give it a few moments. I'll give it a few moments.
If you guys have any like last last minute statements that you guys want to
make before we sign off for the long weekend
all right guys i'm gonna go ahead and wrap up so guys thank you all so much for tuning in if you
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Excuse me.
God bless you all.
And I'll see you all on tuesday
thank you all so much peace out guys and uh have a good rest of your day take care guys bye bye Thank you. Look at the sky.
It's the color of love.
There must have been an angel by my side.
Something hell came down from above.
He led me to you.
He led me to you.
He believed.
I preached to your heart all the way.
How many times
love inside I can say
When I was led to you
I knew you were all for me
I swear the whole world could feel my heart beat
When I lay eyes on you
You are made of me Oh He gave me the kisses like Kiss all night Oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, Full of love. Yes, God.
Full of love.
It is.
I wish to leave my heart. All the way.
How I need to run.
Now this time I can't stay.
You gave me the kiss of life, kiss of life.
You gave me the kiss of's life, a kiss of God.
You gave me the kiss that's life, a kiss of God.
You gave me the kiss that's life.
Insights
P
Markets are poised for one of their highest weekly closes ever, indicating a significant trend towards bullish sentiment in the crypto space.
louie i see you in the audience i'll send you guys uh invites to speak right now
markets are about to put in uh one of their highest weekly closes ever for the iwm this is the uh highest weekly
close and uh man it really seems like tradfire is rotating out of mega cap tech into low caps
The S&P 500 is also on track to achieve its highest weekly close, reflecting a broader growth trend across major indices.
markets are about to put in uh one of their highest weekly closes ever for the iwm this is the uh highest weekly
close and uh man it really seems like tradfire is rotating out of mega cap tech into low caps
you also have the s p 500 about to put in the highest weekly close ever and man on chain my goodness man the space
The discussion highlights a surge in on-chain activity, suggesting a growing interest and investment in the crypto market.
close and uh man it really seems like tradfire is rotating out of mega cap tech into low caps
you also have the s p 500 about to put in the highest weekly close ever and man on chain my goodness man the space
that we had yesterday was absolutely fire for the first half in the second half we had a lot of our
The mention of Solana's unexpected performance in the AI sector indicates a trend of innovation and interest in AI-related projects within the blockchain space.
fucking gassed it literally they gassed it to the upside and um man solana really is a chain that
loves to surprise people you have uh multiple tickers in this new AI sector. I think we were talking about it last Friday, I believe,
when Naga came back.
The conversation notes that tokens are beginning to break through previous market caps, signaling a growth phase in the crypto market.
out um i did miss out on ralph i think that one hit like 45 mil but um nonetheless things on chain
are actually starting to pick up and if you guys have been tuning in over the last weeks,
when we were talking about White Whale, when it was trading at about 25 to 30 mil,
A potential weekly close above $96K for Bitcoin could indicate a significant growth opportunity, potentially leading to a rally.
wouldn't it be funny if claude starts like the actual claude profile starts interacting with
all this slop but um i mean just to to go away from the discussion of allcoins. BTC, if we have a weekly close above $96K, that's going to
be absolutely insane. And at least the trend, whenever you start having broader markets and
The mention of a four and a half hour stream filled with engaging discussions suggests a vibrant community and growing interest in crypto topics.
Yesterday was an insane show we streamed for
about four and a half hours if you guys missed yesterday's stream go on ahead and
listen to the replay it was an absolute cook session man and as always naka uh got into an
The speaker notes that people are becoming more active in trading, indicating a resurgence in market engagement.
and btc looks great east looks great solana looks great and i think i think what's happening right
now like people are actually starting to be active
they've seen multiple things starting to run over the last few weeks on chain and people are ready
The Federal Reserve's balance sheet expansion is seen as a positive indicator for Bitcoin's price, suggesting a favorable environment for growth.
You know, the Federal Reserve is in a balance sheet expansion phase. And like historically,
when it comes to the price action of Bitcoin, and you know, you can talk crypto, but specifically
Bitcoin here, that's these phases of expanding the balance sheet, no more quantitative tightening
The discussion around the Fed's cautious stance and potential rate cuts indicates a supportive environment for market growth.
that's when Bitcoin has kind of bottomed and trended higher. So if you look ahead in 2026,
the Fed's stance seems cautious, but it's like it's not restricted, right? Like the last dot plot in December shows a projection of just one cut throughout the year, 25 basis points.
And the federal funds rate ending at like three and a quarter, three and a half or slightly higher depending on distribution.
The mention of institutions front-running adoption of Bitcoin suggests a growing institutional interest, which is a positive sign for market growth.
in general, like liquidity sensitive assets, sensitive assets like Bitcoin,
it's perfect for bull momentum as institutions,
you know, front run adoption.
The speaker expresses optimism for Bitcoin's performance in 2026, indicating a long-term growth outlook.
It's not a matter of if, it's just a matter of when.
So I think 2025, 2026 is going to be a pretty, pretty good year for Bitcoin.
I don't, again, I think we can consolidate here and like some liquidity
The speaker believes that altcoins will outperform Bitcoin due to favorable monetary policy, indicating a growth opportunity in the altcoin market.
Now, the positive here is that like for altcoins, like if you can pick the right ones, you know, there's obviously so many.
But if you can pick the right ones, I think the majority of them overall for like total three or outside the top 10 market cap, others versus Bitcoin, will outperform Bitcoin solely, you know, based on monetary policy going forward, all the money printing and all that.
And I mean, that's, that's kind of like an ended decade thing. Like it kind of, you know,
The speaker anticipates that Ethereum could reach $10K by the end of the decade, indicating a strong growth potential.
And, you know, 20K can become 100K.
I know this is like chump change for some people,
a lot of money to, you know,
