Market Talk- Bitcoin, Crypto, Stocks , Macro and miners.Q4 discussion

Recorded: Sept. 29, 2025 Duration: 1:23:10
Space Recording

Short Summary

In a lively discussion, crypto enthusiasts explored the impressive growth of Hood's stock, which has surged 250% since April, alongside trends indicating a bullish Q4 for the crypto market. Key partnerships and upcoming token launches were also highlighted, suggesting a vibrant landscape for investment and innovation.

Full Transcription

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Oh, yeah. Oh, yeah. Oh
You carry on
See wrong You can't react, or you fail, with the rise of the day.
I hate you. I hate you. I hate you.
I hate you.
I hate you.
I hate you.
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I hate you.
I hate you.
I hate you.
I hate you.
I hate you.
I hate you.
I hate you.
I hate you.
I hate you.
I hate you. I hate you. I hate you. I hate you. I hate you. Oh Okay. Music I'm going to go. Fuck Music Thank you. Let's all love yourself Go on your pride! All of the dreams of the pain, Riding in the water in the sky, And the sun's eyes,
How do you feel on your own,
How do you feel alone?
What do you feel on your own,
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What do you feel on your own,
What do you feel on your own,
What do you feel on your own,
What do you feel on your own,
What do you feel on your own, What do you feel on your own, Oh Yo, what's going on, guys?
Donnie, Afro, what's going on, man?
Matt, I sent you a speaker invite.
Happy Monday, guys.
Dude, this hoodstock is just an absolute beast. I remember being on a space, I think it was last
night. I'm pretty sure it was last night. I was on a space with a few TradFi guys. I think it was
Saturday, either one of those two days. I know I was on a space over the weekend, and I was talking TradFi with a few guys,
and we were talking about what is a stock that's live right now that could be a future Mag7.
And the stock that's talked about here the most,
at least since I've been streaming here on BecauseBitcoin,
coming up on three years in December,
pretty much at the bear market lows,
has been hood,
and Matt can attest to it.
I think when I had that,
I used to do these interviews.
Thank God I don't really do them anymore because the interviews i think they really suck now um that's just me but i remember when i was discussing this with matt
the prospect of uh hood against coin and um how those stocks could perform over the next five to
ten years and uh matt really pilled me on robin, to be honest. And since the recent bear market lows in April of this year, I think Hood is up 250%.
Take a look at the top 100.
There's not many altcoins that are up 250%.
And there's something to be said there.
I was listening to the call, the afternoon call in our Discord community,
and Prometheus was yapping that Mike Alfred is now a part of Backed.
Apparently Uncle Mike was talking about that stock here last week.
here last week it must have been way over my head maybe i didn't hear him correctly and i look at
It must have been way over my head.
Maybe I didn't hear him correctly.
the stock um a couple of minutes ago and it's trading at a market cap of 500 mil which is
honestly insane that's that's unheard of and i think uncle mike he moved the stock by like 200
percent or something like that um but again it is stratify right you can't really
you can't really compare a 500 mil market cap stock compared to a 500 mil all coins liquidity
dynamics are completely different um what a 5 to 20 mil all coin on chain is in crypto land that's what that valuation of 500 mil is 600 millish
is for trad fi and we see the velocity of how these stocks have moved uh since trump has come
into office and really um started to swing the hammer for the golden age and so that's why during
these shows um i've often times over the last few months have encouraged people to
also mess around with some stocks even though most of my stuff is concentrated on all coins
um it's still pretty good to dabble in some equities and um i would honestly consider it a separate part of uh of your total net worth with what you play with because
equities in crypto they're two completely different ball games um specifically when you buy things outside of btc for the long term um you take a look at any
altcoin um against something like hood from last cycle there's not really much um that's that's
basically been up to par same thing with nvidia from both of their previous all-time highs from last cycle
um i think equities are a lot better compared to all coins longer term but as far as uh the short
term rotations all coins remain number one in my opinion and um we also have gold hitting a new
all-time high today or at least the etf trust uh that i look at hit a a new year to new all-time high today or at least the ETF trust that I look at hit a new year to
date all-time high and I know Donnie has touched upon a rotation to be made as far as big liquidity
flows and I'm in agreement with that I'm still I'm still of the belief that Q4 is probably going
to see a massive uptick in the crypto space although I still believe that there's going to see a massive uptick in the crypto space. Although I still believe that
there's going to be certain sectors that outperform as we've seen during previous Q4s when liquidity
has expanded. We saw Global M2 and liquidity and all that stuff mark up in Q4 of last year and Q4
before that. And you always have these sectors that outperform. And so when you also take a look at the equity markets,
when you look at indexes like ARK Invest, the ticker is ARKK, which has also made a new year
to date high, it's coming to that mark of, it's trading at 86, but once it gets above 100 you're really really starting to flirt with with gap ups and
we've seen how these massive gap ups reflect in the crypto space if we take a look at the
s p 500 once the s p got above 4 800 um which was the late 21 early 2022 all-time high crypto caught up like an absolute beast and when we look at
things like ARKK which is basically another variant of the IWM that's very bullish for the
altcoin space as a whole when we talk about breadth right breadth is what you want to what you want to look at and right now that
breadth from what we've noticed has been concentrated into a few select names
over the last few weeks but I like the way pump is shaping out to be if anyone
missed that run it looks pretty good it bounced off nicely I think it locally bottomed out just below .005, which is like 25% ICO price,
which I think is a pretty clean entry, in my opinion. So I've got Donnie up here,
got Matt up here, got Afro. I don't really have much to say outside of that in the markets.
afro i don't really have much to say outside of that in the markets um i am looking to perhaps
get some getting some backed i'm pretty bullish on mike alfred and when i look at a lot of these
all coins um i'm not too comfortable in holding them for the long term i'm talking multiple years
and at least in this part of my investing career and I've been a
part of these markets for almost eight years now December 2017 is when I got in
and I'd like to park some capital over the long term and I think something like
a backed potentially could be something like that we spoke about iron before
when it was trading at 12 13 bucks when the market cap was what?
Three bill?
Something like that.
And you take a look at some altcoins that were valued at that same market cap and they've
barely moved since then.
And there's something to be said about that, honestly.
But guys, go ahead, show some love to the space click the
spaces tab once you guys do that smash up the like button hit that repost button helps get more
people in here and all that good stuff but i'll pass it on over first to donnie um the space today
i'm gonna keep it pretty constructive probably not gonna have it for more than 45 minutes after i pass over the mic
um we do have some macro events happening like some jobs data and all that stuff which i'm sure
matt will get into but i'll pass it on over uh first to donnie donnie what's going on man
majors are perking up btc about to cross over 115 perhaps we get over that 117.8 mark uh soul touching about 215 ish and uh yeah man um
there does seem to be a bid for uh some large cap all coins and usually when that happens it's only
a matter of time before uh the trickle down effect man um especially. Especially if we just take a look at the trends that have happened with majors
whenever gold starts to outperform BTC over the short term,
when that catch-up trade happens, man.
It's honestly a sight to see.
And just taking a look as well with what Hood is doing.
I see Uncle Mike in the audience.
I'll send him an invite to speak.
Seeing what Robin Hood is doing, you uncle mike in the audience i'll send an invite to speak seeing what robin hood
is doing you can only imagine what happens um once brett's happened in the crypto space right
solana probably gaps up to like 320 330 east to 5800 and i did put out a man, where I'm not sure why, but like whenever someone mentions just some local targets, they say, oh, why too bearish?
When in reality, it's not that bearish at all.
If we take a look at the price action on how majors have reacted during expansion, they don't really go parabolic.
expansion, they don't really go parabolic. They usually move 20%, 30% from their local highs,
and then they go through an accumulation phase again. At least that's what the trend has been
since Q1 of last year, right? Seoul barely expanded from its Q1 2024 highs. Same thing with BTC, that was what, a 40% move from Bitcoin, 35% from its March 24 high to the December
So it's not going to be something like 2017 where these expansions happen by 2 to 3x,
but more gradual stair step, especially if you look at who's actually buying these products
in size man and
nonetheless even if we don't really have those huge parabolic moves it's it's still it's still
something to be said for the beta right which still has those same parabolic moves but uh i'll
pass it over to you now man what's going on thanks for coming up bro hey bro thanks for hosting the
space hope you had a good weekend.
Man, I'm super excited to see the price action over Sunday and Monday.
There's a lot going on.
It's not just the BTC price action itself, but it's kind of what that is signaling across
other charts as well.
So you know I've had like a technical target for gold ever since it's been ranging to about
4,000, somewhere around there.
It doesn't have to be precise, just the technical level on the chart.
And I've kind of been saying as BTC does, you know, bottom here around that 107k, you
know, we had the obvious 106.7k liquidity cluster, which we front run.
And again, on this pullback, there was tons of people, you know, eyeing up that level, including myself, seeing if we're going to take it or not.
And again, you get this big impulse off the bottom after everybody capitulates and calls for a cycle top.
But while in the background, gold is appreciating towards that technical level.
So what that indicates is if you see every other time, I don't have the charts available for me right now, so I'll just do a commentary. If you see every other time that Bitcoin
has formed a range and continuously stabs the lows, constant shakeouts, things like this,
and gold has been rallying, let's just take 2024 as an example. As gold approaches its technical
level, you can see that BTC starts to round the bottom in 2024. And then when
that actual local top or target gets met for gold, you have the massive impulse coming out of the BTC
chart. So today you've got gold, you know, 3.830, I think it hit today, and BTC impulse off the low
like this. Also, while the stocks were red today. So that's kind of the first signal.
And you've cleared the prior market structure that you left behind at 113.8K. You've actually
cleared that today, which is a really big level. You wouldn't be clearing that if there was no
signal on the chart. So looking now at the BTC versus gold pair chart, you actually came into a support zone right on that zone and bounced aggressively off of that low point.
And the same with the BTC and SPX pair chart.
You actually deviated the low and came roaring back into the range again with a super strong impulse off the Bitcoin low.
So this is just the first signal or first sign of okay gold likely goes higher uh stocks maybe they actually
calm down here for just like you know a couple of weeks or three weeks and if we keep seeing
btc taking these upside levels to me that's indicating that okay golden uh stocks have ran
up enough to where people that are trading these
assets are maybe starting to rotate into things further out on the risk curve like crypto, right?
The Bitcoin chart is really showing that off today's impulse.
I particularly like that even though we have that liquidity below, the reason why I was calling for a higher low on this pullback is because we already came to 107k on the last pullback, right?
And we didn't take that very obvious zone, which was only like 500 points lower.
That has indicated as of recent times on the Bitcoin chart that these super obvious zones,
these liquidity pockets, these demand zones, they keep getting front run by these market makers who
are controlling these pivot points, right? So again, we were targeting that same zone on this
higher low and people were really capitulating all their bags in hopes that we go even lower
and sweep all of that liquidity below. And now we massively impulse
off the bottom like this, leaving tons of demand behind again. I think it's a really big signal
that potentially the low is actually safe at 107k. You don't know for sure. And this is why
the setup is so good. Until you get above 118, you could still go for those lows. But the fact
that it was so impulsive off the bottom,
I'm just leaning more towards that the low is actually still in at 107k.
So yeah, lots of disbelief that I can see on Twitter today
when I was just having a scroll.
People still calling for lower,
drawing new lines on the chart,
pointing to the downside and stuff like that.
But yeah, I'm just liking what I'm seeing across the board.
Gold rallying towards 4K, but BTC coming off the low like this,
it's signaled that as that asset starts to overheat and get a little bit,
it needs some time to at least cool off a little bit.
You could really see those rotations come into the Bitcoin price.
And that's where I kind of like, not disagree with you, YB, a little bit you could really see those rotations come into the bitcoin price and that's where i kind of like not disagree with you yb a little bit but if the if these charts
start to play out right if you do have btc gold actually mark a low here and gold form some sort
of range or at least just slow down at 4k while bitcoin impulsively rallies off the lows like
this to me that's indicating that there's rotations coming out of gold and potentially even SPX into BTC, right?
As you're approaching the all-time high, which could lead to a massive breakout.
I'm already expecting a massive breakout this year, kind of at the latest, like mid
to late November, but it could happen sooner than that if these charts continue to go in
the direction that they're going.
So yeah, I really like it.
I got one visual that I just wanted to share in the direction that they're going. So yeah, I really like it. I got one visual that I just wanted to share in the nest.
This is basically the green highlighted zone
in the background is just all of Bitcoin's price action
over the last 13 years or whatever,
weighted into one chart of where it performs
or how it performs over like each month, basically.
And, you know, since the April lows, we've been trailing this, you know,
with the price action pretty closely, right?
Even with these like little stall out points that you can see on the green highlighted zone, we stole out a little bit, deviated the lows,
and then we continue to rally and trace this pretty nicely.
And it looks like, you know know the q4 seasonality which everybody knows about is obviously pointing to upside but
now all of a sudden that the seasonality hasn't played out uh you know earlier times in this year
like the sell in man go away thesis and all that kind of stuff uh all of a sudden the bears kind
of want to fade the q4 seasonality even though every single chart
is kind of aligned for us to actually go higher uh for the remainder of the year it's you know
it's it's quite funny to be fair um i think it's going to play out and you just have to be a little
bit more patient but i really do think that line in the sand for um btc to really you know start
chipping away at that all-time high is just 118k if you get above that
with a convincing break which we didn't manage to do last time we kind of just deviated above 117 ish
um that's going to be the signal for basically everything to start going up but i also noticed
on this uh rally off the low that bitcoin dominance is kind of strong where it is right now you're
seeing eth and other coins obviously appreciate with you know
bitcoin uh on this bounce but you're not seeing massive follow-through on like the eth btc chart
or uh sole btc chart or anything like that it's kind of healthier that way if bitcoin does actually
lead this rally at least to get above 118 because then i think people will start to be more
comfortable with the rally and not be trapped
in disbelief and actually start bidding other things, right? But that means most of the liquidity
will be pulled into Bitcoin. But that also gives a little bit of confluence that if the BTC gold
chart starts to also go higher while gold cools down and Bitcoin comes off this low, that the
liquidity that's coming into the sector is going directly to BTC, right? It's pretty unlikely for liquidity coming out of gold to go straight to Solana, for example.
So a Bitcoin dominance strengthening chart, while Bitcoin breaks out here, would actually
further solidify that we are, in fact, getting rotations out of these higher cap assets into BTC.
And that's what's going to lead to a monstrous rally because you can see how much
gold has been moving. Obviously, there are central banks buying gold and things like that,
but still it's such a big asset that any amount of liquidity coming out of that into BTC is going
to lead to a monstrous rally. We got a glimpse of that in November of 2024 when gold had a 9%
dip and just chilled out for a little bit. We pumped by like 60% by the mark that gold topped.
So a much more inflated gold with some of that liquidity going into VTC.
I think it's going to be, you know, quite a surprising rally.
I'm leaning more to my targets are still 138 to 182.
But I'm leaning more towards those higher targets, if these charts
can just give that little bit, you know, just go a little bit further than they are right now to
actually like confirm on the chart itself. But yeah, everything is looking super clean to me.
I like it. Also, one last thing was the USDT dominance chart, you came into a really pivotal
point on the chart where you basically
had to reject this zone or you were going to shoot like significantly higher and you
rejected very cleanly off that actually gave the bottom signal better than BTC did.
And you cleanly rejected off that area.
And now you're basically disrespecting any sort of support, quote unquote, that you have
on this chart below you to where basically makes
it look like the low is in even on this higher low on BTC. But obviously, things can still reverse
is just a chart. But it's just everything is looking super clean. So yeah, I'm liking what
I'm seeing, man. I just want to see a little bit more follow through. Obviously, we're transitioning
into Q4 into a new month, expect a little bit of volatility and things like that.
But overall, even if you do go for a lower sweep or whatever,
that's basically it.
I wouldn't toss up too much about like,
is it going to go to 106?
Is it going to go to 107?
Is the low already in?
The trend is still pointing higher.
And all these charts are kind of indicating that a big wave is coming to the BTC and crypto sector.
So a little bit more patient.
I don't know how to follow.
I don't know if I'm up or not, Lobby, but I don't know if it's possible to follow that at this point. I tried to follow Donnie on April 7th of this year when we had our big drawdown
when everyone on Twitter said, this is the end and the cycle's over and we're going lower.
And I just got to say, I still remember this vividly. Donnie was one of the only voices that just consistently stayed bullish at what, in retrospect, was one of the best buying opportunities of the last 20 years.
The returns off the bottom from April 7th, particularly in small cap crypto linked equities, has been absolutely insane.
Absolutely insane. Absolutely insane, right? Like, I think Cypher
was trading at 186 that day, and it hit 1550 something during regular market hours and
like $17 post market. I mean, we're talking like a near 10x in less than six months by just buying
the fear and holding quality assets.
So yeah, a lot of money has been made this year by people who listen to Donnie Dicey.
Don't really know much about Donnie Dicey other than he made a lot of people a lot of
Sounds British to me.
Probably live somewhere in London.
Probably go...
New Zealand, Mike.
Oh, you're from New Zealand.
We've never even talked.
I had no idea.
I thought you were English.
But you probably also vacation some of the same spots anyway, right?
So as a lot of the Brits.
But listen, we're coming up on the critical period.
As Donnie was talking about, seasonality's flipped over.
The market's front front running seasonality like bitcoin's going to go higher the next three
months at some point it's going to be a lot higher uh ethereum's going to be higher i really like
the ethereum treasury companies relative to the bitcoin treasury companies but even the
bitcoin treasury companies are going to go up um the ai capex trade is is just starting anyone
who tells you that the ai capex trade is over or it's a bubble, they're either Sam Altman basically playing psyops on people trying to convince you not to compete with them, or you're just an idiot.
There's really only two options.
You just have no idea what you're talking about, or you're an idiot, or you're saying it for some specific reason to throw people off.
talking about or you're an idiot or you're saying it for some specific reason to throw people off.
But all you have to do is look at how much money is coming in over the next two to three years
into AI CapEx relative to data centers, GPUs, etc. to know that there's no way that there's a top
in the short term because there's so much capital that's literally being sourced now
from Tradify as we speak. So Cypher did this deal last Thursday with Flux at Google.
It's $3 billion over 10 years with some extensions that get them up to $7 billion.
They said they wanted to do $800 million in a convertible that morning
with a $120 million green shoe.
They upsized it to $ 1.1 by Friday. And then by today, we hear
they've taken down over 1.3. That's just one small deal. It's only 168 megawatts net of critical IT
load, 244 megawatts gross. It still leaves another 56 megawatts at just that one site. They have another
300 megawatts of power available now, which I suspect they're going to do another deal.
That'll bring in another, I mean, they need $1.8 billion just to complete that deal for
FluidStack Google. But my suspicion is they're probably going to raise another $5 to $10 billion
over the next 12 to 18 months. Look, as everyone knows, I'm on the board of IREN.
I'm seeing the flow there and all of the interest in the sites
and all the capital providers that are hovering around trying to provide capital.
I'm seeing dozens of AI application developer,
like lab-type companies that are raising money in private deals right now.
And then you just have to realize that the amount of capital coming from hyperscalers
alone right now is going to be absolutely massive. And these companies are the
biggest companies in the world with the most cash flow and the biggest balance sheets,
and they're going all in on this sector so i just
think uh you know if you're not super long i've been saying this for a long time but even now if
you're not super long and you're dicking around and like over trading and hedging too much and
like waiting for some moment of clarity where you're going to be long like it's not too late
but like the longer you wait the the dumber it's going to be long, like it's not too late, but like the longer you wait, the,
the, the dumber it's going to be when you eventually flip long, right? You want to be
long when everybody's afraid. You want to be really long when nobody's interested. And then
maybe you want to like de-risk a little bit as everybody becomes interested, but we are still in,
we're on this journey between everybody being either completely
uninterested or completely scared over the last two and a half years to what I think
is about to flip into everybody going into a mania phase over the next two, three, four,
five, six months where everybody you know is going to be interested in AI stocks.
I'm seeing it already.
The zeitgeist has moved.
Like normal people want to talk about iron, right?
Like if you had told me
that two and a half years ago i would have believed you but i would have said wow it seems like a long
way away from here we're trading at one two three bucks there's like a couple million shares traded
a day there's like almost no interest right and and now like people in my neighborhood like people
at the airport uh random people at conferences, they want to talk about Iron,
they want to talk about Cypher, right? And now they want to talk about Bax, too, which, again,
another company that nobody wanted to talk about a month ago, and now it's up 150% in a week,
and everybody wants to talk about it. So this is just what happens in markets. Like, it's, these public markets are tricky you uh you you have to really understand
what you're trading and what you own and even then the market will go out of its way for long
periods of time to convince you that you have no idea what you're doing and you have to have enough
skill and enough confidence to stick with your positions long enough to actually get paid
properly and that's the process that's happening now, right? And I think April,
in retrospect, was absolutely required. They had to shake out as many more beginner traders,
investors, as many more scaredy cats, as many more primarily chart squiggler type of people
that don't really know what they own. They had to reset the liquidity. They had to reset
the cost basis. They needed a bunch of big institutions, needed
another entry point. As late as it was and as obvious as it was, people fell for it.
A lot of people sold stuff. A lot of people got short or turned bearish right at the wrong time
and right before what, in retrospect, looks like the beginning of a potentially generational rip.
So here we are. i i don't see
any reason to change positioning here like someone asked me you know i have five million shares of
cypher right that that i started accumulating at a dollar and averaged up traded around the core
probably bank somewhere around 10 to 15 million of already realized gains but i'm i'm sitting on
whatever it is right now like uh 40 or something 40 plus million of unrealized gains just on that one position.
And someone asked me like last week, because the stock shot up to 17 and then went back to 11.
I'm like, did you sell me? I said, absolutely not. I don't think Cypher's worth $12. I don't
think it's worth $15. I think it's worth's worth 30 to 50 dollars so ask me again when it's
30 to 50 and i'll tell you what i'm doing what i'm thinking but for now i don't change my positions
and i don't change my views based on short-term price action that has nothing to do with the
longer-term fundamental value or at least is only part of the journey on the way to fundamental
value right so like it's going to go up it's's going to go down, and all these things are going to
go up or down.
But the only thing that matters is what is it worth when it gets to some place where
it's fully reflecting the value that's being created in that business.
So look, I think we're still third, fourth inning for some of these companies.
And I think we're maybe at worst sixth or seventh inning for the Bitcoin part of the liquidity cycle, and maybe later for the broader equity markets.
But it's hard to see how that could be true if NVIDIA is the largest equity and the demand for NVIDIA chips seems to be unending.
Like you have a whole bunch of new players all of a sudden who want to buy Nvidia chips that didn't have any interest in Nvidia chips a year
ago and that seems to be accelerating at this moment so there will be a time to
be cautious there will be a time to be bearish there will be a time to take
chips off but from my from where I sit right now it's still a little bit too
early Right now, it's still a little bit too early.
You guys can, yeah, by the way.
You don't have to, like, raise a hand or anything.
Mike, what wine did you have this weekend, bro? I know you usually like to have a wine on uh on sundays or saturdays
um i mean the last major wine that i opened was the 2019 screaming eagle
which was last friday i opened some other great bottles since then and i've got some bottles
coming tomorrow that i really like uh but
i think look there's going to be a lot of wine that's going to need to get drunk between now
and the end of the year right and so as i've consistently pointed out to people like you
should be stockpiling before the rip not afterwards right because by the time i'm done sweeping the
market of some of these harlins and colgans and Scarecrows and Screaming Eagles, the prices are going to be higher.
So do you want to wait until after I've swept the whole market and I've cleaned out a lot of these collectors who use brokers to sell their wine?
Or do you want to buy it when no one was interested in it?
So I always buy them in advance, and I open the Screaming Eagle in advance of the week where I knew that Iron was going to announce that they were doubling the GPU fleet.
I obviously knew that the week before, but I opened the Screaming Eagle on the Friday before the Monday.
I knew that my board seat at back was going to be announced on Monday, but I opened the Screaming Eagle on Friday.
You want to be thinking ahead, right?
You don't want to be doing things after the fact, right?
So there's a lot of people now who want to talk about Cypher and Iron now when they had
two and a half years to accumulate at much lower prices.
And some people actually were sniffing up the tree.
They were in the right areas, but they got scared out by kid analysts who told them that
they should sell everything and roll into MetaPlanet or Nakamoto or one of these Bitcoin treasury companies, right?
And look, it is what it is.
It's too late to fix mistakes that were made before, but it's not too late to make better
decisions in the future.
And that starts, at least for me on on x about being very careful and curating
who you listen to on this platform there are a ton of people on here that are not
professionals i'm not really sure what they do exactly um they're like doctors and dentists and
um you know like janitors and pool cleaners and whatnot. And everybody is all of a sudden an expert on Bitcoin.
Everyone's all of a sudden an expert on investing. And there's no harm in having an evolution as a
person and pursuing different things and exploring different options. But not everybody who's talking
about investing is an actual expert in investing or has a real track record of investing successfully.
And I see dozens and dozens and dozens of so-called influencer people where it's just unclear what
they were literally doing like a year or two ago. So like if you don't know what they were doing a
year or two ago, it's unlikely that they become expert at, for example, AI data centers in the
last like 24 months, right? It's just a very hard thing to become an expert on overnight.
And so if you listen to that and it ends up being wrong,
it's ultimately, it is your fault.
You can't blame the influencer.
It was your job to understand that they were literally cleaning pools a year ago,
and now they're an expert on Bitcoin treasury companies and Ethereum and AI
data centers. And they're telling you to rotate from one to the other, right? Like it sounds
insane when you say it out loud, but I see people doing it. I've watched them doing it over the last
24 months repeatedly. And it's been a very expensive lesson for some people. But as I said,
it's not too late in the cycle to get this right. you know plant your flag position yourself correctly in
in good company and let's see what happens over the next call three to six months i think it's
going to be a good period donnie we're gonna have to rotate bro we're gonna have to rotate and start
popping wine bottles i think i'm thinking uh the day before uh after this back trade i think there's gonna be a
lot of wine bottles bro are you guys are you guys in back yet or no i actually haven't opened
i bought some calls at 15 when you when the announcement went public last week just put
the fuck it why not i didn't even know what they did last you're right mike last any of us heard of backed it was uh 2019 2020 previous administration but i mean
you know play the hot hand yeah someone asked me in my group they were like mike alfred's talking
about this he's on the board now what do you think donia and i was just like don't fade mike
simple as that and just
get ripping so i still haven't even opened a position myself but you know you bid on people
nowadays uh for a lot of these uh trades and you know who bidded a bit on the mic i think i think
you always do right like if you think back to three years ago bitcoin mining specifically that
vertical there was sort of the brands of the
companies that you'd heard of going into this cycle. And then there were the actual people
running the company. And if you could have accurately assessed, as I did, who was a real
killer, who was really here for the right reasons, who was a real founder mentality, who was going to
execute versus like the mercenaries who just wanted to get paid it's perfectly
correlated with what happened so the same thing that sequoia and andreessen horowitz does at a
seed stage round in terms of reading a founder's soul like looking at him in the eyes and can this
can this motherfucker actually do what he says he's going to do right can can they actually build
the thing that they say they're going to build right right? It's two things at the seed stage, right? It's market size, right? And founder quality, and that's it. Like
everything else is some detail around those two things. And it's not different with public
companies. It's just people convince themselves that there's way more complexity than there
actually is. You still have to ask yourself, is this a good market to be in? And is this founder, is this CEO the person you want to back? And so for me,
it was really easy to choose Dan Roberts at Iron, right? It was very easy to say,
this guy's a killer. He's the only guy in this space that has deep infrastructure development
experience. At the bottom of the cycle, he was the only guy that had that. And you look at what's happened, and Iron is now the largest publicly
traded Bitcoin miner in the world. It's not an accident. Now, look at Bakkt. Akshay may
be the fiercest killer in all of fintech. The guy, he worked directly for Masa. When
he was running his own fund, he had NVIDIA as his biggest position back in 2017, right?
Like before anyone who's Johnny-come-lately is who showed up in NVIDIA in the last few years and even knew what NVIDIA was, he had a huge position.
And he recommended the purchase of ARM holdings to Masa before they purchased it at SoftBank.
Guy knows more about AI, knows more about chips,
knows more about fintech than almost any other person in the world.
And this is his first time being a public company CEO.
So do you want to bet on people that are highly touted
that haven't proven that they have that sort of pedigree and mentality?
Or do you want to bet on the guy who has a lot to prove,
but has proven that he's a super high quality guy that can execute um and so look you don't have to know
everything that back's going to do i know a lot about what back's going to do next over the next
like couple quarters that the market doesn't know which is why i'm so confident
it's going higher but you don't even have to know what i know to know that it's going to go up if
you understand who actually is as a person right and that's what I bet on. So I'm not that different than Sequoia
at the seed stage, but I'm taking the similar lens since I love seed stage investing. And I also love
post IPO public liquid investing. Like you're just using that same lens to evaluate public CEOs. It's
just, I guess most people don't have access to public CEOs because they're a bit more elusive,
right? Because they're constantly bit more elusive, right?
Because they're constantly, you know, under pressure.
They're constantly having to do earnings calls.
There's blackout periods.
There's quiet periods, right?
Like they can't talk about certain things because there's all these SEC rules around that and, you know, exchange-related rules around that.
Whereas, like, private CEOs are easier to access.
They're always raising money.
They're smaller, right?
They're hoping to talk to investors every day.
And so it's easier to get to a seed or A or B founder than it is to get to a public CEO.
But the process you'd use to evaluate them is not that dissimilar.
Matt, if you want to get a word in, man, feel free to do so, brother.
We haven't heard from you.
Oh, no, Mike's cooking.
I didn't want to interrupt.
I don't know how much time you've got, Wabi.
You're going to let the space go?
We can run it for like another 40 minutes or something.
I'm actually in Columbia right now.
So it's actually not even like 4 o'clock where I'm at.
So, yeah, I can run it.
I can run it for like another 40 minutes or something like that.
So, yeah, Matt, feel free to give us some of your discussions.
And, you know, I gave Mike his flowers when it came to Iron.
I think it was like right when it was uh crossing 15 i put it up on the nest and i said
thank you for red pulling me on iron um but that was like of course i think mike when he spoke
about iron on the show i think it was like near the april lows yeah it was like three months ago
yeah i was like he gave you the single digit entry yeah
i was just so focused on all coins it wasn't until um that stall out that btc had and like
most of the crypto market outside of a few names in like mid mid july early july where i started
to like really really look into it if you remember matt and then when it finally when it was finally testing the yearly open at like 15 ish i'm like yo this thing is about to go crazy and i think
that's when donnie was saying like if this thing breaks through 20 you're gonna you're gonna see
like 50 in the snap of a finger and i mean take a look at any and take a look at any altcoin outside of the top 10, top 10, top 100, whatever
it may be.
The first page on CoinGecko.
Take a look at any name that was worth the same market cap as iron.
Hardly any of them have moved off of those levels.
And when you start seeing like lower cap stocks move with velocity at some point that trickles down into crypto but
like we saw during the 2020-21 liquidity cycle um we saw kind of the same pattern where crypto kind
of halted in mid-q3 and we saw things like arc invest iwm the low cap indexes going up like crazy
and same things kind of happening right now.
So I'm excited for the market conditions.
And I'm being active on both markets.
But I'm definitely taking the equity markets completely different to crypto.
crypto with equities I'm thinking like multi-year holds to be honest as I do
With equities, I'm thinking like multi-year holds, to be honest.
think like this Trump administration is going to have an environment like we've
seen over the last few months where it's like the late 90s all over again where
stocks generate an insane return you take a look at hood right hood hood is
now valued at what a hundred thirty four? We were talking about Hood at $10.
Now it's $120.
At sub $10.
We were talking about that at sub $10 bill.
And we were comparing it to Solana.
And when I was at that space, I think one of Joe's buddies was doing it.
One of the miner bugs.
Not Goldbug.
He's a miner bug.
He loves miners.
I forgot his name and um we were discussing
like the prospect of something like a hood compared to like a soul and i'm confident that hood can
go to insane valuations uh whether it's soul like, Sol could hit a trillion in market cap. But because Solana is proof of stake, you have that insane dilution effect of like five plus percent a year.
So that's something to take note of.
But yeah, Matt, feel free to give some of your thoughts on the market.
I think hood is a future trillion dollar stock.
I think just how, and I've said this so many times over the last, like, probably two years,
three years, almost just how Google is the center of all information or how it used to be
the center of all information. Hood is the center of all information hood is the center of all fine financial applications
um there's prediction markets incoming you can play with futures leverage crypto you can send
stable coins uh as i said they're also going to have prediction markets at some point um they're
also building like defy applications so they're touching every single bit of finance and they're putting it
into the hands of the people and what are the people credit card the whole thing everything
everything everything and this this might sound a little bit too ludicrous but when it comes to like
a multi-generational trade like a trade that you hold for like 20 plus years
um through drawdowns and all that stuff.
You kind of have to be a bit crazy, right? And so this is dubious speculation, again, just dubious speculation.
But just how Buffett led the industrial trade, right, from 50s, 60s, 70s,
all that stuff where industrials went up like crazy. I think Ken Griffith, right, Griffith,
Citadel Securities, and also Vlad. Vlad is also an investor. He's on the board for many like
seed companies and all that stuff. I think they're going to be kind of the same leaders,
but in tech, right? At least how I view it, I think tech is going to have a massive resurgence, which indicates small cap outperformance over the next few years rather than just like a couple of quarters like we saw in 2020 and 21, where they did have periods of outperformance, but it was for a very short time period.
where they did have periods of upperformance, but it was for a very short time period.
But because of where we're at in the liquidity cycle that Donnie has explained multiple, multiple times,
the setup that we have here, especially with this administration shooting for 6%, 7% GDP,
it's the best environment for small caps over the next like five plus years.
And I know hood right now at 120, 130 might seem a bit crazy to equity people.
And even for crypto people, when they look at IRON, it's like, oh, like 15 bill, 20 bill market cap, that's way too high.
What those valuations are right now is actually not the same amount on how they were valued in 21 and 2021 because of inflation, right?
Because purchasing power has gone down tremendously since that time period.
So what was 100 bill today actually had more purchasing power back then, right?
But that's just my little rant
right there man and just look at the massive rise that nvidia has had so why can't hood pull off a
move like that um and it's crazy man because the original trade was just hood flipping coin
and then yeah hood versus coinbase and then that turned and then
that turned into hood against mstr where at the at the april lows i remember like a few of the mstr
reply guys were gunning from my head because i i said the mstr story is kind of capped out against
something like a hood you pair pair hood against MSTR,
the story is right there in front of you.
But go ahead, Matt.
Feel free to kind of give your thoughts, brother.
Well, I'm right there with Donnie.
I appreciate that he's stuck to his guns all year long, and I'm sticking to mine.
I've been saying $150K by Christmas Day for Bitcoin all 2025.
And I think that still is the goal,
is the price to look forward to.
I shared up in the nest,
we've been consolidating all summer.
And I think a lot of bears and a lot of traders,
they kept waiting for some sort of big Bitcoin capitulation.
They kept waiting for some sort of like big blue chip
and video meta, you know, Google, you name it,
capitulation over the summer.
They never got it, never got it.
And now we've hit bullish seasonality.
Q4 starts this week. What happens if you get
another month of decent jobs data? We're just going to all, we're just all going up the whole
thing. Bitcoin, broader markets, all of it. And if you think NVIDIA going from 95 to 180,
if you think Bitcoin going from, you know, call it 75, 80K to 125,
if you think that was cute, like, just wait for Q4.
And then as you go farther out the risk curve,
if Bitcoin is going to give a 2x, if NVIDIA is going to give a 2x,
if the Mag7 are going to give you a 2x,
everything that's beta to those, you know, 3x, 4x, 5x, better, easily.
That's just how that works.
So, yeah, obviously the best time to buy was back in the tariff capitulation.
But the next best time, as I set up up in my post is now, is right now.
This was as good as it was going to get.
Like whatever sell-off you thought was going to happen, capitulation,
people get bored, start taking profits.
This was it.
Summer's over.
Like we're getting ready to launch in the fall.
And anything could be the catalyst that sends us.
We don't know which
it'll be maybe it's a u.s congress finds a budget deal and they fund the government maybe it's
oh an unexpected really bullish jobs week where wow triple digit job gains in 80 did uh did matt cut off yeah oh so b1 oh yeah i cut off a little there um and then and then we're
off to the races so yeah um i i hope everyone was uh accumulating whatever was on their watch list
all summer long that was your best entries um and you know we'll we'll compare notes at christmas
in the holidays but uh it's it's going to get really exciting it's been it's been a great year
already and we're barely halfway over yeah there's gonna be a lot of gifts to open under the tree
i'm very confident uh in december uh you may have opportunities to sell or take some profits on things just before you
have Turkey or just afterwards. But I really don't think that's it. There may be a couple of
small drawdowns between now and the end of the year and then more in Q1. But I tend to think
because AI is driving this liquidity globally and driving equities
globally and to some degree even driving crypto, this could go a lot further than people think.
And I think the biggest risk right now is to not be long enough or to trim or sell or de-risk too
soon. It's a really hard thing to do in trading, right?
Like no one's perfect at this
and there's no right answer in every moment.
But I think the one thing I'll call out
is that a lot of people who've been around
for the last two and a half, three years have PTSD
because every time it seemed like
we were going to have a more sustainable breakout,
particularly in the crypto linked equity space,
like you saw huge drawdowns
and so i think everybody's on a hair trigger thinking they've got to sell every move up
right now because we're about to have another drawdown and that's actually when the regime
flips and traps a bunch of people out right before this sort of like big melt up that you can't really find a good entry point in. And that's where you get the parabolic.
Parabolic move always happens when there's a bunch of people chasing because they got,
they either weren't in and they're FOMOing it or they weren't in and they got out too
And I think because of the way this market has traded over the last two and a half years,
you have this like mass psychosis PTSD across a bunch of different verticals within crypto, like miners,
treasury companies, like third tier cryptos, right? Like you have a bunch of people who thought
they're going to make a bunch of money and then they got slapped in the face and like knocked
back down 50 to 80% multiple times. And so now they're convinced that there's not going to be
any sort of sustainable cycle. And that is typically when everything flips.
And I think that's what's potentially happening right now, where if we go vertical now, there's
a whole bunch of people who listen to Dr. Doom and Dr. Prophet and Ben Cowan and a bunch
of people talking about the wrong things for the past few quarters.
And they're going to get caught without any exposure
right before the biggest profits of this cycle,
which of course will be bigger if you were in from the bottom and just held.
But as I've said from the bottom, it's really hard to do that.
I understand why most people didn't.
You'd obviously be much better off, for example,
if your cost basis in iron was 1, 2, 3.
But if you buy at 40 and it goes to a hundred or 150, like I'm not
saying it will, but if it does that, then you'll still make a lot of money. You just won't make as
much money as the people who bought it at one, two, three, but that's okay. Right. Just don't
be the guy who let the whole time is going up. It's like, Oh, I should, I could have bought it
at 10 and I did. And I could have bought it at 15 and I didn't, I could have bought it at 20 and I
didn't. Right. Like, don't be that guy because then you will
FOMO in eventually probably just at much higher prices. Anyway, I got to run and get a haircut,
guys, but thanks for having me. Have a good rest of your session.
It was a pretty good talk. Thanks, Mike. It's always a pleasure to have you up, man. Talk some
shop. It's been great to narrate this story since the April lows.
And when we talk about things like the melt-up,
looking back during those April lows, we were called crazy people.
And look at what's happened.
You have a near 2,000% rally on the S&P.
IWM goes up to macro range highs.
You start having ARK Invest,
which honestly, if history is any indication,
has given great signal for trends
when we refer to beta
and has made new highs
from its late 2022 lows today.
And it's honestly going to be a beautiful thing once the crypto market catches up.
And I do think there's going to be like an on-chain run.
And I think it's time to be active.
But others, BTC, I'm still expecting that to happen next year.
That's going to be, like, I guess the real alt season that people are accustomed to.
But, Afro, what's going on, man?
Glory to the Lord Jesus that you're here with us, bro.
Over 1,500 people, man.
I haven't heard from you in a minute.
What's going on, on man feel free to give
uh some of your thoughts man no you know irl just busy busy and uh you know it's been doing
doing me basically and uh i see your messages pop up say come on the show and uh it's just been a
just been a busy season for me personally uh but, but you know, I'm still on my dolo trade
Um, I actually just bought a little bit right now around the 10 cent mark because I really think between
You know, it's kind of funny
I mentioned to you the last time I was on spaces that something was like we're expecting a dip and I don't think anybody here was
Was doubting that for a second. Um
But you know it it came and i'm glad that it did because it gave me a really good
buying opportunity i had ran into a couple uh it's kind of funny when you go through a little
bit of your wallet so you may not like look that in a little bit and you end up finding you know
quite a bit of change in there so uh i just used the opportunity while we're at 3800 to scoop up
a little bit more eth and um go into you know dolomite um i don't know if we go a little bit more ETH and, um, uh, go into, you know, Dolomite. Um, I don't know if
we go a little bit lower, but typically, you know, when we get these runs to all time highs,
like we did with ETH a couple of weeks ago, uh, you have a drawdown, which is super normal. So,
I mean, 10, 25, maybe 30%. And I think from our all time high to our low, we were like at 22. So,
you know, I'm, I'm'm i'm calling bottom there for me
personally and uh i'm just excited about you know what's coming in in q4 uh the seasonality like
uh donnie mike and i think matt were mentioning i mean it's there and um i'm still not i'm still
not 100 uh you know bulleded up on an extended market rally.
But I also, in the Discord, we were discussing, hey, well, credit is expanding.
Liquidity is expanding.
M2 is going up.
So something's got to give.
And regardless, I mean, if you position yourself well enough, which hindsight's 2020,
the best position that anybody could have taken
was selling in january after ai craze and just waiting until april to you know buy bottom but hey
you know coulda shoulda woulda and it doesn't really matter anymore what matters is that you
know we're here and um you're better off being in the market than out of the market so uh you know
right now just kind of just chilling,
uh, kind of the same thing that I had before. I'm chilling in spot and just DCA into, into my spot positions and, uh, just looking into, you know, some potential alts. Uh, I'm sure you guys talked
about Astra a couple of weeks ago. Um, and we spoke about Astra at 50 cents and we gave the
thesis here. That's the thing with this show right it's never
hindsight it's never hindsight we spoke about that ticker at 50 cents um and we were discussing
how that actually might start off the next run and then you had stbl and avances also ran uh and then pump ended up like finally like it stopped bleeding out
so now i can actually like get back into pump after writing that rotation um and then we also
have xpl which has insane farms by the way just for stables in general and um any time we see one i i have and i also got some meme um because ansem
tweeted it out and i actually thought it was like gonna go to zero so i didn't really shove much
into it uh it was called trillions and it actually marked 50 mil and i'm like wow bro
yeah so this chain might actually have some motion um and yeah i'm just focusing on just
like the rotations because when when we start to have that ai season again um or q3 2023 when those
rotations happen after the rotations that's when like everything starts to melt up and when
everything starts to melt up which when everything starts to melt up which
is usually when like high cap meme coins start going up because if high cap meme coins are going
up then everything's going up right yep um when bonk was rallying ray made new all-time highs
alch made all-time highs uh tibber was going on an absolute tear um so usually that's like a sign of the end like high cap memes actually
pumping are actually an omen uh for the rest of the market because when they pump it's basically
like a ticking time bomb um and that's not bad that's not bad that means everyone's gonna win
for like maybe a week and a half two weeks and that's just from the velocity and how these markets
have moved and and that's that right you never want to like you never want to be someone that is stuck in a
bag um after a massive liquidity wave right um like with what happened at the election after
the election you had a ton of signs that the market was cooked and people honestly got angry.
And I put out a tweet on my personal profile and I saw some of like the sameer, that means they have to check their own heart and they should seek the Lord Jesus.
You never make your plans.
Yeah, because you know, as the word says, right, Jesus provides a peace that the world can't offer.
And that's what I have to say about that, man.
Like, this market is meant for you to actually change your life like take take your profits man to add to that i mean you already
know i mean if the lord cares about the birds and the flowers and gives them their daily their daily
provisions how much more he cares for you so you know it's on us to take advantage of all that so
uh you know i'm i'm i'm excited i mean i think um i just i need
october to hurry up you know i just want october and the seasonality to flip because i know that
something's coming up and i've positioned myself in a couple bags that i uh i think are going to
do really well like i said i'm i'm pretty good on astra and um was with a couple of buddies of mine and we're
debating longing XPO at launch and a couple of them did and I ended up just buying spot and it ended up just being a no-brainer trade, right? So
Man, I just don't know man. It's it's gonna be good
I'm just not really I'm kind of more doing me
You know take I'm a business owner as you know
So I'm just taking care of business and and not paying too much attention to the markets, but always it's on the back of my mind.
Right. So I'm checking it maybe at the end of the day or during the beginning of the day.
And, you know, I found these stables on a couple of wallets.
So just group it together and just decide on what to buy.
And really, this is probably going to be one of the easiest times in crypto
because it's going to be probably going up only all of, you know,
if not part of Q4 until we hit that euphoria.
And you already know you got maybe like 10, maybe 14, 18 days max
for alt season to, you know, hit its peak and then get out.
But I mean, profit is profit at the end of the day.
And I'm not going to be one to try to time the market, but I have written on my fridge the number
that I would like to exit at. And I use the 85% rule, right? So if some of you guys out there are,
you guys want to make a million or 2 million, take 85% of that and, and then take it there. Right. So stop moving your goalposts because then that's when greed comes in and, uh, you end
up losing, you end up not, not being able to, to enjoy all of those gains.
Cause you're married your bags or you're, you're drinking the euphoric Kool-Aid and the euphoric
Kool-Aid is very good.
But, uh, having, having money and having a lot more of it because you ignored a
maybe you ignored a little bit that greed that you have is a lot better
yeah man dude it was great catching up with you um i'm gonna wrap it up here guys it was it's been
a great show we started a lot earlier uh due to some time constraints and all that stuff but we'll be back on wednesday
um i'll probably stream on x live and twitch i haven't streamed there in a long time man um
but uh yeah the trades over the last over the last uh couple of weeks um on these newer tokens have been great pump aster stable xpl and um i think we have the monad
launch happening next month and that airdrop is going to be one of the biggest airdrops
probably ever given their fdv um i think hyperliquid also gave an airdrop to people that wanted to claim that NFT.
So that was like a five-figure stimmy for a lot of people.
Some other launches happening when the AI space happened next quarter, which I think are going to do some pretty good numbers. Similar to Q4 of 23, right?
You had these low float, high FDV launches, and they don't really perform like on-chain tickers, but on-chain wasn't really doing much in Q4 of 23.
You had these low float, high FDV launches.
Whether it's this time, next accumulation phase before hire.
We all know the saying, right?
No on-chain until Pump goes into roaring price discovery.
At least for me, I think that happens during the next leg up,
because when Pump was rallying, some memes didn't really do much.
But I'm going to go ahead and wrap it up here, guys.
Thank you, Matt. Thank you, Donnie. Thank you, Afro.
Thank you, Uncle Mike, for coming up and talking some shop.
Guys, if you enjoyed this conversation, I understand we have a pretty large audience today.
I think we went up to just over 1,300 people.
So that's pretty nice glory to
god um but uh god bless each and every single one of you if this is your first time tuning in
and um the show came across your algorithm and you've enjoyed the conversation over the last
hour and a half we're because bitcoin we produce multiple shows for you guys here on X and also on YouTube. My name is Wabi. I'm the one that hosts these spaces here on X Spaces Monday through Friday.
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Usual start time between 11 a.m. ESC to 11.15 a.m. ESC.
The show also goes on for about an hour.
The spaces are recorded, guys, in case you guys want to check out any of the stuff that was discussed that you might want
to go back to and uh listen to or in case you weren't here in the beginnings all of our shows
here on x spaces are recorded and feel free to check out all of the links that we have in our
bio if you guys are interested in joining inner Circle Alpha community over on our Discord,
the link to that is in our bio.
And if you have any questions in regards to our Inner Circle, feel free to send us a DM
and we'll get back to you within 24 hours.
We have multiple channels within the Discord where we discuss all things markets.
We have an equities channel.
We have a crypto general channel. we have an off topic music channel anything community related we have in the
discord as well as specific channels for certain sectors in the crypto space if you guys love
trading on chain we have an eth slash base channel we have a soul channel and we also have some
private live streams for you guys which are all archived in a separate channel.
In case you guys miss out on those, we cover markets twice a day.
We have a morning and an afternoon call and those are usually hosted throughout the week.
So in case you miss one call, there's always another one to catch up to.
And we also have an AI that likes to summarize the calls
in case you guys want some quick bullet points.
And if you guys are looking,
those that are more experienced on chain
and are looking to add a tool into their arsenal
to navigate the markets,
feel free to check out BB Terminal
as we do have multiple macro indicators
to help you navigate the markets
and we'll also be going live with our very own order execution decks which goes live here in
the next quarter or two and you guys are going to absolutely love that product love love love
that product we've been working on this for well over a year now and we're very excited for
uh the product that's about to roll out so if you want to keep up with all that follow the profile
bb terminal and as i said if you have any questions in regards to any of our packages whether it's
terminal or whether it's the discord send us a dm and we'll get back to you within 24 hours but
what an insane show guys we put on an absolute clinic over the
last hour and a half may the lord jesus bless each and every single one of you and uh shout
out to my lord and savior for providing me another day of health to talk markets with uh each and
every single one of you i always have to give him the glory without him none of this would be
possible god is good all the time all the time god is good seek the kingdom of heaven and everything else will be added on to you so that being said god
bless everyone and uh take care have a good rest of your monday or tuesday and we'll see you on the
next one guys make sure to follow everyone make sure to follow uh the because bitcoin account
and turn on bell notifications so you can be made aware of when it is that we go live, products, memes, and all that good stuff.
So peace out, guys.
Take care.
Be safe out there. Thank you. I'm all your things in my room. I miss you all the time.
You make it look so easy, leaving everything.
I like when it's a storm.
October will kill me I'm walking these roads now I 30 on my 13.
Not asking for advice now your lady will call me I still not just just feel so It feels like
I love you
I want your thing tonight
I just feel so
I want your thing tonight
I want your things in life.
I want your time. I want your stuff.
And everything. Oh, my God. No handlebars you wanna