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Market Talk- BTC 105k soon!? IWM hits new highs!? Crypto to follow!?
Recorded: Jan. 22, 2026 Duration: 3:10:24Space Recording
Short Summary
In a dynamic discussion, crypto enthusiasts explored the latest trends and growth opportunities in the market, highlighting the bullish sentiment surrounding Bitcoin and Ethereum, the impact of strategic partnerships, and the ongoing evolution of DeFi mechanisms. With significant price movements in gold and silver, the conversation underscored the potential for crypto assets to gain traction as institutional interest grows.
Full Transcription
Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. I'm going to be listening. Oh, yeah. Oh Oh, no, Fuck. Fuck.
Fuck.
Fuck.
Fuck.
Fuck.
Fuck.
Fuck.
Fuck.
Fuck.
Fuck.
Fuck. Fuck. Oh All you care, all you care The place you ride on
Die on the day
Die in the time of the pain
All of the freedom of the pain
Die in the wall of the sky
Ashton's rise
How does the pain at the road
From the world alone
Just die Just die Just die I'm going to go! Oh! Just a nice day!
Just a nice day!
Just a nice day!
Just a nice day!
I'm going to start it off. Okay. Music Thank you. Music Music Music
Music
Music
Music
Music
Music
Music
Music
Music
Music
Music Music Thank you. I don't know. I don't want your pride. All you've been to.
All you care is.
All you care is.
All you care is.
All you care is.
Place your pride in the heart.
I don't pray.
I don't pray.
I don't pray.
I don't pray.
I don't pray. I don't pray. Cool. Cool. Guys.
First place. How is the feeling thrown?
Now let the world go down.
Clutch it at any time.
Clutch it at any time.
First place. All right. so
yo what's going on guys what's up bitcoin ai guy evan afro prometheus how are y'all doing
welcome back to market talk brought to you by bb my name's wabi and man i'm just gonna go ahead
and start this off man the infinite swap bid on gold and silver truly is remarkable to see. That is some insane price action.
And so many people, including myself, have tried calling tops on this thing.
But I'm just going to stop doing that.
I'm just going to stop doing that, man.
And as far as Cryptoland goes, the infinite twop on River continues.
We've talked about it a few times here on the show.
It's like that stable coin chain, similar to STBL.
And I always forget that other one, XPL, right?
It seems like everyone was right on the narrative,
but they were wrong on the ticker.
And Arthur Hayes had the last laugh.
But, I mean, outside of that, you have the S&P and also the Qs,
green on the day, BTC kind of doing a whole lot of nothing now.
It's so funny when BTC does that thing where it's now officially going to be
in that new $2,000 to $3,000, maybe $4,000 range
while equities are just going to
continue to gap up higher but the iwm man it's it's true it truly is remarkable it's it's literally
doing exactly what the nakey did a while back when uh it finally broke its 1989 all-time high
and it's just trickling up little by little and people just don't really
know what's going on who the hell is bidding low caps right i guess i guess uh i guess the people
with money that's always the question who's gonna buy this who's gonna buy that and the price just
keeps going up just like uh silver and gold right it's it's it's's this statement that I made a few shows ago. It's as if
nation states are buying up loads of silver and gold. And I'd like to think at some point that's
going to happen with BTC. And we were discussing this on the show yesterday, but crypto right now,
it's kind of like the market nobody wants to talk about. But at some point, it will be the dominant market that everyone loves to discuss.
And I understand, right, when you have a lot of the breadth in this crypto market, right?
People call it on chain.
People just call it all coins.
I like to call it on chain when you have things that happen on solana for example
right where you see a token going from zero to 50 mil and you see people like the co-founders of
solana interacting with it and then the dev tweets out an article saying how he doesn't want to
associate with the token and it goes to zero then you know people have a sour taste in their mouth
and then at the same time you have a ticker that goes from like what was it like 20 mil to 200 mil
that seeker coin so for anyone who bought the solana seeker phone which is the second solana phone you basically got almost five figures worth
of free money if you if you use the phone but at the same time if you have the saga phone which
was discontinued in services and also uh for security you didn't really qualify for the airdrop. So it's like, imagine having, I heard this on a space earlier today,
but it's like, imagine having an iPhone 15, right?
And you use it a lot.
And then the iPhone 16 comes out and the iPhone 16,
people who use the iPhone 16 are qualified for thousands of free dollars
because you have an older version you don't get anything even if you know
you're a lifelong Apple customer or whatever they said no no airdrop for you
so whatever the chart is is insane it got listed on a bunch of like these asian exchanges
and a bunch of other exchanges as well and it's quite crazy um it went from like half a cent
all the way to like six or seven cents which actually yeah like like right under seven cents
which is insane it's actually insane and I didn't really see it on my timeline.
Like, the Sol Foundation really knows how to crime up a token at times.
At times.
So, gosh, crypto is such a different market right now compared to stocks.
market right now compared to stocks um they were discussing this on the show uh when intel had
a day where it was up like 11 intel year to date is up like 40 plus percent um i think it's actually
about to close the week and uh at new all-time highs if we continue this trajectory and the s&p
actually hit something like 7 000 i know some people think the s&p is just going to have this gap up within like
a week where it hits 7 200 something along those lines i think there's a pretty important fib level
right right around those levels like 70 between 72 and 7400 i think there's a fib level. Perhaps Runeathius mentioned it a while back. And those fib levels, I tell you, man, they have a way of hitting the 1618, the fabled 1618.
But outside of that, guys, that's what I got for the intro.
Gold, silver, new all-time highs.
United Healthcare and some healthcare stocks are actually doing
quite well today as well.
We had David on the show yesterday and he's like, pay attention to healthcare.
And lo and behold, the following day, which is today, healthcare stocks are doing quite
well now.
I'm not sure what's going on in that sector.
I, quite frankly, have never looked at a single healthcare stock, not even during COVID.
Not once did I ever look at Pfizer or Moderna during that time period. But there's always a
bull market somewhere. I think Prometheus also mentioned Exxon. That one's up like 10%,
close to 10% year to date. I think that also hit new year to date highs so
there's a bull market practically in almost every single sector right now not necessarily in high
caps because the queues still aren't in price discovery but as far as low caps mid tap mid
caps within different sectors those have been doing quite well.
Whether it's crypto, it's kind of like hit or miss.
And it's been a rotationary market where the ceilings, unfortunately, as we've mentioned here on the show, are stuck between 20 and 60 million.
With a few anomalies that surge beyond that.
It's kind of funny.
There's a ticker
that i like called surge that one actually peaked out uh a little above 60 or 70 mil
um we also have white whale having a huge bounce today i think it bottomed the right when the guy
his name is white whale posted this huge article or whatever talking about how the mission is the
same whatever nothing's changed something
like that just a bunch of jargon it's up like 100 plus percent today i'm not sure if it's coming back
but the solana graveyard is absolutely massive you have these tickers that they always peak out
around the same market caps it could be between 20 to 60 mil and then you have the usual suspects that top out
um between 200 300 mil we had things like launch coin topping out around those levels last year
where it's hardio muumuu in 2024 so that's something actually has to happen with the
solana price for these things to actually not happen.
So I think Sol has to actually zoom past $180 for on-chain to be somewhat fruitful and not this grift fest where something trends for two to four days, maybe five days max,
and then it just pulls the plug.
And, man, what happened with that Ralph token really is something else, I tell you.
Even myself, someone who is so enthusiastic about on-chain,
I'm not really confident in going in with size in any of these plays it's like
shred carefully because like the market within majors hasn't really done much but
there's a trend in crypto where people literally chop themselves up to bits while majors do nothing
literally chop themselves up to bits while majors do nothing because during these times people are
bored they go on chain and they just get sliced and diced and they round trip they size in too
heavily they think they're buying a dip and then the dev puts out an article saying that they want
nothing to do with it um yeah i want to be enthusiastic but the market really is doing a number it
really is it truly is outside of majors man outside of majors but anyways I got
a number of people up here got AI guy Evan Afro Prometheus we're gonna go ahead
and get started guys I think that's enough intro yapping for me I know I
usually go on this long monologue.
I actually went out for a long walk yesterday. It's cold here in South Florida, and it's also
been raining, but it's like that sideways rain, so it creates this effect where it's really foggy,
and it looked like the movie Blade Runner, really cyberpunk-ish.
So in between my walks, uh, I just stood still and aura formed while I looked at price.
But anyways, um, I'll send you another invite again, Evan.
I see that spaces are probably rugged again.
But anyways, guys, before we get started, if you guys can go ahead and show some love for the space social with the stream you guys already know what
to do click the spaces tab below once you guys do that right above our profile pictures right up on
the nest or the box whatever it is you want to call it there's a nice link there that says x.com
slash is last spaces go on ahead guys hit up the like button smash up the repost button with all your force
whether you're bullish bearish or crabish whether you love the market right now or hate the market
right now show some look to the stream hit the like button repost button all that good stuff
uh feel free to comment on uh on the purple pill thingy with the chat box if there's anything that
you guys want us to discuss any questions you guys might might have and we're gonna go we're gonna go ahead and and yeah but yeah
like the stream repost and all that good stuff and then I've given the same
intro so many times some of you guys are probably tired of me saying it but I'm
gonna say it again it's it brings the show more out into the algorithm helps
please our tech overlords and all that good stuff.
And we're going to go ahead and get started.
It's been recorded as always, guys.
So I'm going to pass it on over first to Bitcoin AI guy.
How are you, man?
What are your thoughts on this crazy price action that we're seeing um on uh on names like intel man i think
that's probably one of um the next trillion dollar stocks if if everything goes well man i think um
i think it's gonna pull at the very least an amd where it breaks a multi-year high
and intel has this high in 2000 so we're talking about multi-decade high similar to the
nikkei but i think it's gonna blast through man and i think that's gonna be well for some of the
miners that you might like uh i know you like iron cipher and uh yeah i guess we can start off like that, man. Well, hang on. When I talk about those tickers 24-7, I think we can talk about those tickers nonstop, but I think I want to comment on what you first brought up, like Bitcoin and crypto, and there's always a bull market somewhere.
I get really excited when tourists are gone, right? We weren't friends
a few years ago. I wasn't really active, an active poster on Twitter before last cycle,
this cycle, I don't know, whatever you draw the line. But I remember end of 2022, beginning of 23, when Bitcoin and Twitter was absolutely dead.
Right?
I'm not seeing that today.
There's still activity.
There's OGs.
Well, there's people been in crypto multiple cycles that are still active posting, shitposting, holding spaces like yourself, like myself.
But what I'm not seeing is the hype, right? I'm not seeing like people pushing like,
you know, the ninth best Solana treasury, you know, the seventh best Ethereum treasury,
you know, the 17th Bitcoin treasury company.
I'm not seeing, I'm not seeing that, right?
What I'm seeing is, hey, what's Bitcoin doing?
When are we going to hit 100K?
You know, I'm hearing, you know, when are we going to hit 40K, 30K?
And that's when I start getting excited, right?
I think bottom range for bitcoin is like 75 85
right um but on a longer scale like you know 5 10 years if you can buy bitcoin under 100 grand
and you can hold for 5 10 years least, that is an incredible opportunity.
And you mentioned gold and others.
I think the narrative that when you use Bitcoin and gold in the same sentence is like competition
for money.
What is money? What is, you know, what is the narrative that Bitcoin and gold are getting, right?
And I think, you know, this dollar debasement trade is just gaining momentum.
But I think this is a 10, 20, 30 year opportunity, right?
I think it's clear that we're in an inflationary environment and those who have wealth are,
you know, however they accumulate it through, you know, creating business monopolies, owning
great assets.
I think there's a rotation happening where assets are being sold and rotated into assets like gold, right?
And Bitcoin eventually is going to get that, you know, those flows.
I don't think it's a Bitcoin versus gold, you know, a fight.
gold, you know, you know, a fight. I just think this is a weakening, like there's just
like an awareness that fiat is a scam, right? And I think that's what attracts people to
crypto. I think crypto and it's like in its pure form is anti-fiat. And Bitcoin and Ethereum and Solana,
I mean, I think the main goal
is what's going to be the future of money,
the future of finance,
the future of capital, right?
And seeing gold and silver run,
I think, is bullish for crypto, right?
And seeing the tourists disappear is incredibly bullish, right?
I keep tabs on a number of communities on Twitter,
and there was a point where you would see, you know,
some of these, you know, Bitcoin equity communities,
like you'd see like a post every 15 seconds.
Now you're seeing a post every day, a post every three days, a post every week, right?
You know, that creates incredible opportunities for asymmetric investments, right?
If you're bullish, you know, on some of these names like MSTR and the 400s or whatever it was, I think taking a small
allocation and some of those names could be a great opportunity.
But people forget to buy the underlying thing.
You should buy Bitcoin.
You shouldn't be all in on BMNr right you should if you want ethereum exposure
you should build your bitcoin position first uh you should own some ethereum and uh you know uh
if if bmnr uh has some true upside uh and you trust the management team to deliver that could
be an opportunity but most people won't do that, especially not in times of euphoria.
So when you see a 50%, 60% discount on some of these equities, I think taking a measured, disciplined approach and allocating a percent, which is not sexy, could lead to some great gains into whatever asset you want to accumulate, whether it be Bitcoin or
Ethereum or whatever. I think we're in an institutional age of crypto. It doesn't seem
like that on the day-to-day price action. But Bitcoin is still over in the 80Ks and the 90Ks.
Ethereum hasn't done anything over the past five years, but Wall Street clearly
wants tokenization. They want stable coins to flourish, right? And there's all these other
opportunities that makes crypto exciting for investors. And that's not priced in.
So one of the contrarian bets I'm making is Ethereum.
What I plan on doing is buying a lot more Bitcoin this year off the back of my success in AI investments.
You already named some of those tickers.
I don't need to repeat them.
Everyone, my followers know what they are.
And I, you know, talk enough about them.
But, you know, when I get too excited about AI and I'm making, you know, millions of dollars too easily on AI, I get nervous, right?
It's not like I don't think AI is topping.
I think we're very early stages of AI.
But I look for, you know, I look for pain.
I look for discomfort.
I look for like narratives where people don't like to talk about, right?
Like the Bitcoin maxis absolutely hate Ethereum, right?
Maxis absolutely hate Ethereum, right?
So I get excited talking about Ethereum now that no one wants to talk about it.
No one in AI.
I talked to some really large AI investors.
Very few of them are interested in Bitcoin.
Very few of them are interested in Ethereum.
And I know a lot of Bitcoiners.
I know a lot of Bitcoin Maxis and a lot of Bitcoin equity investors. None of them in Ethereum. And I know a lot of Bitcoiners, I know a lot of Bitcoin maxis,
and a lot of Bitcoin equity investors, none of them like Ethereum. And I get a lot of, you know,
thumbs down when I talk about Ethereum, but that's why I'm excited about it. Right? It's not,
it's not that I need to be all in on SBED or BMNR.
I want to allocate a decent percentage of my portfolio this year and slowly accumulate Ethereum. Because over the next three, four, five years, this could be a $15,000 per Ethereum to $30,000 just from what we saw happening to Bitcoin, right?
Like bottom of the cycle, December 22, Bitcoin was like a $350 billion asset cost, right?
And I've been in Bitcoin since 2012, 2013, right?
I've been around the block and I'm like a cockroach a cockroach. I still haven't been killed yet.
So I'm one of the lucky ones.
I'm just sharing my survivorship bias.
This is not financial advice.
But Ethereum looks very similar to what Bitcoin looked like end of 22, early 23.
Very similar size market cap, except thewinds for ethereum look a lot better
right today than what bitcoin had end of 2022 beginning of 23 and it's 78x right uh i i think
bitcoin is a is a monopoly i think it's the best currency but i'm just speaking as an investor right making a small allocation i i don't think you should i don't think it's the best currency, but I'm just speaking as an investor, right?
Making a small allocation.
I don't think it's Bitcoin or Ethereum.
I think, hey, if I have 30, 50% of my net worth in Bitcoin,
1 to 5% bet on Ethereum could be pretty big, right?
And 5% of that could be into some of these Ethereum treasuries or whatever,
but it shouldn't be that exciting, right? But for sure, the hype is gone. I think we're
going to see some more institutional flows into the spot. Ethereum ETFs, I think, you know, the Clarity Act and that passing and all of those are going to be,
you know, tailwinds for Ethereum. And then obviously the macro backdrop, I think we're in
an easing, early easing cycle. I'm starting to see some bullishness on, you mentioned healthcare,
but healthcare, so, you know, such a large is such a large market. I used to work in healthcare, biotech, and barma, and I'm starting to see some early excitement, biotech and crypto, aka non-Bitcoin crypto, tends to correlate.
I think there's a trend when biotech is running, crypto starts to run.
And I think being positioned for that is important for an investor.
And, you know, I haven't done a lot of research on some of the asymmetric biotech plays, but Ethereum is still here.
Right. It hasn't gone to zero.
There's a lot of tourists have been washed out on some of the equity names.
on some of the equity names.
And I'm thinking of making a serious allocation
this year, next year, and the year after that
and building a long-term Ethereum position.
I think AI is the most exciting opportunity,
especially on the data center level.
You know, I think the shortage of power narrative is being circulated and the time of power narrative
is being circulated in the investor communities. But you're not seeing that baked into the stock
prices today, which is an opportunity. So I think if you're looking for alpha, look for
So I think if you're looking for alpha, look for, you know, companies that have power that can develop those AI data center assets and do so at scale.
I think it's very early days for that.
I think that could be a 5, 10, 20x opportunity over the next one to three years or zero three years.
Right. But back to crypto. next opportunity over the next one to three years or zero three years, right?
But back to crypto, I'm looking at buying a lot more Bitcoin this year.
And, you know, I always like poking at the Bitcoin maxis.
We've gotten a little louder, you know, dunking on sale or as MSTR has bottomed out. But the investor in me, someone who's trying to stay independent,
is looking for opportunities always.
And I think Ethereum is that next mover in crypto.
Evan, that's exactly what you think, isn't it?
Yeah, well, in terms of ETH outperforming,
I mean, it's solely based on monetary policy.
Ethereum should outperform Bitcoin probably, you know, next two, three, four years.
I mean, I would say at least until like the end of 2028.
So two, three years, you know, that kind of area or three years, I should say, or two
years, excuse me, sorry, three years, including this year.
So, yeah, I think in terms of monetary
policy, that's very likely. I think that the big thing that I'm really waiting for here,
and I mean, the market overall from a technical perspective right now looks pretty atrocious. I
mean, history is kind of repeating a lot of kind of January of last year, I would say S&P 500,
NASDAQ. I mean, I would, anything could happen. I would take the more bare case on that,
that we're not going up to 7,200,
that we're going to correct, you know.
And I mean, it's kind of like a healthy correction.
I don't think we're going into recession.
I don't think anything that bad is going to happen.
I'm thinking like a very light version of 2022,
where like your S&P 500 corrects maybe 10%, maybe 15.
Your NASDAQ corrects, you know, somewhere between 15 and 20.
And you see like a much lighter version of 2022 in terms of commodities and oils coming up. Now,
how does that kind of tie into Ethereum? Well, compared to 2022, Ethereum bottomed up before
Bitcoin in 2022. You know, in May of 2022, Ethereum bottomed, I believe, or no, it was June,
excuse me. And I think that this year, it could even be a month earlier, maybe May would be a bottom
for Ethereum.
Just keep this in mind, like Ethereum and all coins, you know, like your Solana's, your
XRP's, Chainlink are ones that look generally pretty promising for the next three, four
years, two, three years.
They can outperform Bitcoin through a damn pandemic, you know, like they did during COVID.
But that doesn't mean they're going to go up on their USD pair. They could still go down. Like,
you know, my main guess would be Ethereum somewhere between 1800 to 2000, while you see Bitcoin at
like 50k, 48k. And that still would be, I think that's like close to a 50% correction for Bitcoin
from the local high we saw. And it would be like a 40% for Bitcoin from the local high we saw.
And it would be like a 40% for Ethereum from the local high.
You know, that kind of situation I think is very likely.
I think, you know, when you look at the charts, when you look at, you know, S&P 500 versus Bitcoin, gold versus Bitcoin, you know, whoa.
What's the narrative?
We're in a large area where, you know, the facts are the facts. You know, S&P 500 has outperformed Bitcoin since July, since that billionaire whale
wallet for the first time moved their Bitcoin out in over 10 years.
I guarantee you they probably put some of that money into the S&P 500 and got more diversified,
more cautious.
So, you know, that was a perfect trade on their part.
I think that'll continue to outperform Bitcoin, just like gold will probably continue to outperform Bitcoin for the next couple months. That trend probably will change relatively
soon. Gold and silver, what's funny, Bobby, is you're getting to the point where everyone,
including myself, is starting to say, oh man, I'm going to stop trying to call the top on gold and
silver. What does that mean? That means we're kind of getting close i think i think that
you know what i've said for a while is that powell is probably going to do everything in his might
to try to get gold and silver to come down a little bit i think your safest bet for just
trying to outperform the s&p 500 outperform bitcoin for next four to six months probably
is the energy sector like energy ETFs.
Hey Evan.
Go on.
Explain why Powell wants gold and silver to come down.
I think for his legacy, I mean if you're the Fed share, you know, you tell me this.
If you're the Fed share and you're, you know, you're, I don't know how old Powell is.
Is he 90?
No, he's probably 70 something.
But, you know, you're trying to, do you want your legacy to be that silver went up 3x during the last six months or last year on your watch?
Do you really want to?
I mean, that's an inflationary metric.
Look at the 1970s.
That's a recessionary and inflationary metric.
The last two decades, silver's had this type of performance.
It was 1970s and from 2000 to 2010.
Those were lost decades. Now, in terms of that pattern, we're a little bit early. So, I mean, if I was Powell,
I don't want my legacy to be that I just completely allowed silver to get out of hand.
Inflation still is not at the mark Powell's wanted it to get to, you know, 2%. We're at what,
2.8 or something. Some numbers came out today that were slightly higher, but I think at this point, no one cares. No one gives a, no one cares
at all that it's everything, anything under three, I guess is fine, you know, but I think his main
narrative is that we still want to get it down to 2%, which is the, um, what's the word, the, uh,
responsible thing to try to do. Will that happen? Probably not. But I think he'll say some things to probably bring it down.
That's my, you know, my opinion.
If I were Powell, I would not want my legacy to be left out on that.
I let gold and silver just go crazy.
And I would think that if he can knock that down a little bit or just naturally people
will take profits a bit, you know, hopefully within a month and some of that
money will roll over into energy.
I don't think it's going to roll over into all coins or anything that high risk, not
yet, especially with the tariffs and the uncertainty with Greenland and all that.
I think that's going to take kind of six months to get sorted out or something.
So I think energy could mirror some ways of kind of 2022 being the next thing, uranium
as well um and i think that you'll see
a typical correction that you see you know once a year once every two years for s&p 500
maybe 10 15 for the nasdaq those areas downwards so i think the golden buying opportunity for
bitcoin ethereum too same points on the charts If you can get down to your freaking two-week 200 SMA, not the weekly SMA, two-week 200 SMA, that's where Ethereum bottomed in April of 2025.
That's a good isometric bet, too.
And if you look at it, I was looking at Nassim Taleb, some of his strategies.
His main thing, one of his things was 80% of your cash, you put in ultra-safe stuff, you know, S&P 500, some bonds, you know, stuff
like that, really safe stuff. But 10 or 20%, you put in something really high risk. I think at this
point, we, most of us would consider Bitcoin, you know, over a trillion dollar market cap to be
pretty medium risk, I would say moderate risk, but Ethereum still is that high risk thing. So
there you go, $1,800 Ethereum, you know, an asymmetric bet with like
10% or something in that, you know, that could easily do a five to 10X, five to seven X into
the end of this decade. You know, that's pretty good. 10%, even if the rest of your net worth
just stayed stable, you know, you almost doubled your net worth through that bet. You just with
10%.
So it was interesting looking at some of the Seemte Labs things.
Ironically, I think he's against crypto.
He called it a Ponzi scheme or whatever, but I don't know.
It found some of his strategies interesting.
Anybody there?
Yeah, sorry.
I think 10% is pretty aggressive for ethereum
uh unless you have like thousands of bitcoin right uh you know most people don't have that
it depends how you're approaching it i mean not not everybody's like comparing their waiting
versus bitcoin you know it's it just depends and i mean the point, like with a lot of the crypto guys would consider Bitcoin like a lower risk, you know, bet on the market.
Now, if you look at like your traditional money managers, people that are managing, you know, serious amounts of capital,
and they look at the performance that Bitcoin did specifically last year in 25, none of them are considering it low risk or even medium risk or considering it
actually like high risk. You know, massive decoupling and decorrelation from the broader
markets. You know, there was like a 30% difference on your returns. It's not one of like there needs
to be stability. And the issue with crypto right now specifically i mean just the entire
asset class as a whole is the shenanigans going on right now of you know this decoupling and
decorrelation really need to stop if you want to see serious flows come in over this next you know
decade and i think the decoupling needs to stop rather soon um You're seeing massive exoduses. You know, I mean, we're seeing people, people
exit in a meaningful way. And where are they entering into? They're entering into precious
metals. They're entering into, you know, continued, you know, the continued trade over an AI or the continuation over an AI and the list kind of goes on and on and on.
I personally do not think that Bitcoin is going to receive any of the flows that gold has seen
or silver has seen. I mean, China and Russia buying gold does not translate into money going going into Bitcoin, guys. Bitcoin flourishes from middle class people being rich. And what we've
seen, unfortunately, really since 2022 has been quite the opposite. We've seen one of the largest
transfers of wealth the world has ever seen. And we've seen the middle class actually become quite poor. You've seen
disposable income largely collapse in on itself. Savings rates are lower now than they were in 2017.
Even though we've done all this money printing, right, cost of living has skyrocketed. Average
median household income or salaries have been flatlined for really the past four or five years.
And if you kind of look across the board, who moves these markets, right? Because institutions,
they do all their bidding and dark pools, right? They don't move the markets, right?
And there's a whole discussion of Coinbase writing, you know, paper Bitcoin and all that jazz,
which we could go down that rabbit hole.
But really, the markets move from retail participation. And the reason why you've
seen the depth of volatility is because everybody, because deck a billion dollars worth of funds got
liquidated on October 10th. People can say there wasn't something to happen on October 10th,
but there clearly was.
The argument that nothing, that it was just a run-of-the-mill liquidation flush on October 10th is a fallacy.
Anyways, I'm not going to get into that.
And because of that, you have seen ever since that date a lack of participation in crypto.
And that's translated clearly into the
underlying price, right? Everybody can see it. You don't have to be a genius to see the sheer
amount of underperformance that's happened, right? People, and interestingly enough, too,
a big proponent of price factor, this cycle has been perpetual has been perps right perpetual futures and
you haven't been you haven't seen people largely buying you know raw crypto or raw bitcoin anymore
what do people do nowadays they buy ibit you sell calls against your ibit you generate cash
on that position and you earn some income right and? And as of right now,
you don't have any flows on chain, right?
People in crypto are poor,
like literally poor.
Like if you go ask the average crypto participant
this cycle,
they have not made money.
That is an inherent issue.
I understand that people talk about the Clarity Act being bullish for the space.
And it is a structural bill that is not an equivalent to flows within the market like the ETF was, right?
It's similar in ways, but it's not the same.
It is structural.
Structural bills from an incorporation perspective take years, years for that structure to be built to lay a foundation so that passive flows are incorporated so that people can actually bid.
If you think, genuinely speaking, people are like, oh, well, then it allows allows all these banks and people to come into it that haven't had access to.
That's not how it works.
If you look at the 70s and you look at the 80s, if you look at what they did with gold, what did they do with gold?
They went in.
They bought a shit ton of fucking gold.
What did they do after that? And they said, hey, we need you all to recommend to all of our customers or all the people that we're advising that they should have allocation into gold.
These advisors, right, and these big institutions, they don't start by recommending allocations to their clients and customers until they have a position.
They already have a position.
There's no more marginal buyers. You had BlackRock. You have the largest money managers in the world buying Bitcoin. Who else is going to buy at this point? And if you ask yourself too, mind you,
you ask yourself, Bitcoin's undervalued here, but the market is just buyers and sellers.
Don't be fooled, right? Don't
be fooled. Now ask yourself, are you buying Bitcoin right here? Because everybody that I talk to is
saying, I'm going to wait to buy Bitcoin. So nobody I know, and probably if you ask the people
in your circle, nobody you know is actually buying Bitcoin here. There's no marginal buyers.
And you just had people over the last 12 months plus that bought the top
and you've generated a tremendous amount of selling liquidity or sellers within the market.
So you just have really a big pool of sellers and you don't have any more marginal buyers,
right? And because of that too, I think that there's a reconcentration that needs to happen within crypto that I think is going to be fantastic for the space so that we can actually bring legitimacy back to the space and to where people actually feel comfortable investing their hard-earned cash into it. Because if a class of people have become poor, right, why the hell, if they have less money now than they did in, you know, in like over the last, they've had less money now than they've had over the past four years, why the hell would But right now, right now, from a buyer's perspective, genuinely speaking, I think that this asset class, the price of Bitcoin goes much lower. And structurally, there is something flawed in the system. Anyways, I'm gonna stop yapping. I got to go in for an appointment.
anyways i'm gonna stop yapping i gotta go in for employment they're they're sports betting man
they're sports betting that's what they're doing and they're in prediction markets that's way harder
hotter than uh than crypto right now i think you'd actually need to change in narrative man because
it kind of is the truth right you go on chain and you look at all the pristine names that
were actually trending on tick tock and Instagram and they're just destroyed.
And then you take a look at the stock market and it's like, dude, that's the real all-season.
Sandisk, Intel, Hood, a bunch of other names have done tremendously over the last recent over over over the last uh recent times last
year or two um zach what's up man yo what's up bobby um yeah i just want to speak to that point
man that was a great point and i was hitting on this this morning too man so i think the key word
here is dilution that's what's happened in crypto since 2021 to now. So to give you guys a few numbers,
okay, so CoinGecko Terminal said there was roughly 430,000 crypto projects in 2021.
Now we know a lot of that stuff is in and out, meme coins, whatever. But to give you an idea, over 20 million 500 000 in 2021 20 million in 2025 so i mean just think about that and and yeah i
mean crypto adoption has grown but not that much right like so there's less people more tokens more
dilution and you know you could point your finger to a lot of different things, pump dot fun. And now you got prediction markets and now you got sports betting and gambling.
And I mean, just the stock market last year.
I mean, everybody started chasing AI and now you got, you know, metals moving.
Of course, everybody's going to go jump ship.
So I think what's happening right now is if I really zoom out, like look at the macro,
we're going through a big structural change in crypto with the institutional era.
I thought Grayscale put out a really good report in December.
You can Google it and find it.
I thought it was a really good report just talking about how much things have changed since 2021 to now.
And I feel like we're going through growing pains.
And I think it was a speaker before just talking about Ethereum.
I mean, that's what I'm doing right now.
I'm just trying to keep it simple in terms of like altcoins. I mean, look at the drop off from Solana to Tron,
you know, I think six and seven, right? And market cap. I mean, Ethereum right there at the top,
you know, BNB, Solana, XRP. I'm almost just focused there in addition to Bitcoin. And we
really need to get to a point where this market's clear in terms of like what
we actually have here and what's worth investing long term into spot positions. Right. And I feel
like we just went completely the opposite way from 2021 to 2025. Right. We just kept getting
more and more projects. Hell, I mean, 90% of the 120 new launches in 2025,
90% of them are below TGE price. You know, that just, again,
it just speaks to the, the, the level of dilution in the market. I mean,
there's just, there's too much shit thrown at the wall right now. And you know,
maybe,
maybe that changes with the clarity act and institutions
actually kind of show us which direction they're going to go with with all coins because in the
same vein i do believe they're going to go after some other things like eat and solana and some of
the top ones but until then man it's it's been hard because you know you know how retail is
they're just going to chase the new shiny object and there's there's too many there's too much stuff out there
that is insane that is quite the insane chart man um and there's really nothing to do on chain
there i think like there was only a tron season for a couple of weeks, and that was during the late summer of 2024.
And if you just pull up the macro chart for TRX,
like, man, gosh, this thing is up like 7x off of the low.
And at the top, it was up like like 12x but if we even like further down
um yeah there's like an infinite twop on tron um some people say it's like money laundering or
whatever but i don't know i think people just look at price going up and they're like oh let me go ahead and buy honestly um it's definitely like the best looking major on like the top the top 20 top 30
most top alts don't really look great they're just and they kind of look higher time frame
bottom than being if i'm if i'm being honest um think that a higher low that we hit in late November,
early December, maybe it holds.
But if it does break, if these levels do break, like the Solana does break 116, 120,
wherever it was, the exact number where it bottomed, all the other alts are just going
to, are just going to puke.
If you think about it, Sol is what kind of started this like alt run right from
december of 22 all the way up until now so i think that's important i think that's really important
kind of like last bull run right what really started things off was uh was eth and then
you had luna and once those started to basically go to the Gulag in the spring
of 22, it was effectively over for every other ult after that. Didn't matter what sector you
tried to hide in. There was nowhere to hide after that. Absolutely nowhere. Afro, what's going on,
man? I haven't heard you speak yet. How are you, man?
I was actually, like, a little bit of sleep.
I don't know who was talking, but your words, they were enough to let me.
I just got back from the gym, so I was really tired. I had just eaten and kind of crashed a little bit while waiting to talk.
But whoever was speaking where we're speaking
you need to make those asmr videos man and you can help me help me go to sleep that'd be great
dude i think evan hasn't my asmr voice dude that's like look a looks maxing voice man it's
it's it's deep and profound man i just wanted to say trx man 15 cents is a good buy on that
like anything down freaking 40 to 50 right now trx or something there but i wouldn't buy right now
i wouldn't buy anything right now really have you dude have you seen what's been going on on
chain dude they're making shaw look a saint man. I know and he keeps
He keeps posting he literally posted about Ralph and the crazy part is like I thought I like blocked him or just took him off
But I I guess I didn't and I saw the other day
He was like shitting on Ralph and he's like it's fake. It's a LARP blah blah blah blah blah
And like not even like a day later freaking Ralph just giga nukes
Yeah, the guy the guy uh one clipped like he literally one clipped his stack man
he was
bro, that that was
bro, that was like
2024 memories man, like you had a new ai token it shoots up to like
20 mil within the first day 25 mil i saw it go to like 50 million dude yeah it actually hit a new all-time high yesterday
but the thing is right like if you're on solana right and you catch a runner that goes above 20
mil you know at that point that's like your first tee
because anything and i mean anything can happen at that point man anything no matter how good
project is you know i think um there was a i forgot who posted but they were basically went
like they did like the uh you know your risk factors and meme coins and anything on chain.
And you're 100% right.
Basically, 0 to 20, 50 mil is really uncharted territory.
Anything can happen.
And then once you get to that 50 to 200 mil range, it kind of ranges and doesn't go below 10 million or something or something like that and then if it gets up from there then it's off to the races or some crap like that
but it really is man like the the that zero to 20 mil zero 50 range like
It either giga just giga pumps or like it just it just nukes like it just like what just happened
Yeah, that's what a I 16 Z didn did remember it went from zero to like 80 then it
just ranged between 10 to 40 and then after uh after bitcoin broke out of like 85k that's when
ai16z went ballistic same thing with zerebro i think people forget that the original volatility
on zerebro was insane man all of it was it was. You were getting hosed either way.
It was a complete just emotional driven thing at that point because nobody knew what was going on.
I mean, we're getting in memes and we're getting out, right?
We're trying to rotate.
But that wasn't a time to rotate.
That was a time to just wait for it to fully play out which you know
AI 16z started in October at the end of October. It topped out
You know it topped out mid-january
And then everything kind of just went to hell after that
Yeah, um
I don't know if he's gonna run it back man but nah i i do think there will be an ai
crypto run that lasts for more than a quarter but you actually need the entire market to cooperate
because people think ah nah do the market nukke because of all these AI LARPs?
No, it didn't, man. The first AI run that we had was in late 22, and that stopped.
Hang on.
Clarify what AI run you're talking about.
Are you talking about equities or are you talking about AI crypto coins?
Crypto.
Crypto.
yeah crypto right now um i know iron didn't really start its run um and so after it bottomed
Yeah, crypto right now.
out at like two bucks or whatever it didn't really do much until like this year honestly
when it ran from like four or five bucks i know it bottomed out at like a dollar and change right
below two bucks i could be wrong on the exact dollar amount but i know i bought them down uh so 2025 the low was around five
um but you're the two dollar the one to two dollar range you're talking about was uh like
late 2022 early 23. yeah so like most of irons run was done this year um if you're talking about
momentum that is momentum right but uh like crypto had multiple ai runs you
had the fat the initial fat agix render all that stuff run and that died off when most of uh
that initial bottom pump happened off 15k right around like early february late february no actually no mid february excuse me
that's when that blur airdrop happened i remember that extremely clearly and most alts just
most alts that outperformed just peaked around that time you had things like aptos
peak at that time kanto peaked at that time uh this is for all the unks right this is like three years ago and then you
had the q4 23 run and early 24 run which again topped out when bitcoin topped that 74 and then
ai16z and all that stuff topped out right when uh right when the s&p was topping out because
bitcoin had already topped out in december so you kind of had a run after btc and eth topped
out on base and a few select ai coins on soul and the entire market went to crap like equities
had a massive drawdown that was relative relatively the same as the covet crash but in a
in a slower motion so i do think it'll come back but it's just contingent on like market conditions
honestly it's just right now anytime that the market over the last few months has caught breadth
you have a bunch of these grips come out that don't really last as long um as the projects
that we had mentioned where you were able to size into these dips
over the course of like a month, two months, whether it's now, like you're only able to
scale in and like one to two dips and the price doesn't go up much after that if you're
not quick, right?
A lot of this is just bots and all that crap
and ralph gas they only lasted what a couple of days you know maybe they come back maybe they
don't but i think the market right now is just conditioned to buy ai and memes in in crypto crypto that's kind of like their secondary nature the whole stable coin
chain with X PL and ST BL and and River that could be a narrative it's there's
just not many options you only have those three and yeah I'm not even sure
who the hell's buying River from if I'm being honest, man.
The thing is just up only.
I own none of it.
But that's just the nature of crypto.
Like, you can't own everything.
And anyone that tells you that they're catching all these moves is just, like, LARPing.
But, yeah, that's kind of my thoughts as far as like things on chain crypto ai and all
that stuff i think i think it's here to stay man um just think right now like there's not
there's not an nvidia um or a google or an Amazon that you can constantly buy into.
And it's like the reflexive bid in TradFi and crypto.
Some people say it's Tau.
I don't think so.
I don't think so at all.
But at some point, like, I do think there is going to be something
that sticks around for a while in crypto.
That's a good proxy to the TradFi AI bid at some point.
And I think it happens during the Trump administration.
It's just extremely, extremely, extremely difficult because this market's just filled
with a ton of noise.
AI, what are some names that you like, man?
Do you dabble in alts or do you mainly try to find beta within the equity markets?
Because I know you had mentioned things like SBED and BM&R.
And I know if trends repeat itself, then, you know, those beta names in the stock market could end up being quite good.
I know there was one miner last cycle.
I forget the name.
The name escapes me right now.
But off of the COVID lows and a little bit after the COVID lows when you had time to bid,
that particular name went almost up like 60, 70x.
Yeah, there was a couple.
So I think Marathon did like 180x or something crazy
that's the one that's the one that's the one man I had this trad fight guy who
who like I've known for like eight years or something like that and he doesn't
like buying also he just buys miners and he legitimately just buys miners and um i think you could get relatively
the same amount of returns in the equity markets um that you can in crypto via some of these like
bro i was all that in 2022 right so i was friends with some really large crypto whales you know
had hundred millions of dollars in ethereum and Solana Bitcoin in 2002, right?
After the crash, you know, they're sitting on a lot of spot.
And, you know, I traded Bitcoin mining stocks, like, pretty well.
But I lost some money on some of them, too.
And, you know, the miners you mentioned, right, like they went down like 98%.
And I was more excited about buying Bitcoin and some of these equities over any shit coins.
One of the reasons, one of the reasons for that was like I could own them in a Roth IRA.
Right. for that was like I could own them in a Roth IRA, right?
So I was like, similar to you, like, hey, how can I find Bitcoin, based on Bitcoin,
but also like crypto upside in the equities and do so in a tax advantage efficient way,
right? So this was like, I was talking to some of my friends at crypto, and I was like,
guys, like, you guys are some whales, you guys should think of buying some of these
Bitcoin equities. And they're like, dude, we don't even have a brokerage account.
These are crypto whales that don't even have, you know, a stock trading account, which I
thought was hilarious.
Right.
And yeah, I mean, we kind of separated like that was, you know, they held on to spot,
you know, they weren't really, you know, active this cycle, which I thought was weird.
Right.
They just kind of like sat back and held spot, which was the right thing to do. And a lot of them lost a lot of money
on investing in, you know, being crypto VCs too, but they're still very wealthy. But me, I just saw, I was just so myopic, so narrow, nearly focused on this market.
I was obsessed with learning everything about these Bitcoin mining stocks.
And I was just treating it like a value investment, right?
I was like, hey, like, these are some of the biggest Bitcoin miners in the world.
If I liked, you know, if people like this stock at $80, they're gonna like it at $3.
Right. And then I obviously was stacking Bitcoin at the time. And I was like, look, I want to
accumulate these. And I was actually sizing in pretty, you know, more than I felt comfortable
with. And that was a lucky move. Right? Now I'm saying like, hey, you should
be careful with some of these equity plays and you should have more spot. But I did the opposite
and got very lucky. But yeah, I was buying like Marathon, CleanSpark, you know, all the names,
right? At the bottom, I had a nice basket. And I focused on like the
fundamentals of the companies that were actually executing, you know, buying, you know, efficient,
you know, Bitcoin A6 and scaling into this bear market, and very few were actually like moving,
right, fundamentally, I'm not talking about the stock price and you know that clean spark at two in size and that was a 10x within like 12 months
and that was like really the one of the moves that really kicked off the entire bull market in
Bitcoin right and then the clean spark you know hype went into MSTR and then IREN, etc.
I didn't expect, honestly, that the stock market would eat the crypto market and all these new crypto equities would be the next big thing.
I just saw an opportunity in a very small market that had asymmetry.
I just saw an opportunity in a very small market that had asymmetry.
And I was seeing in 2020 and 2021 that some of these Bitcoin miners were building massive data centers, right, in Texas.
And they look completely different than the traditional Bitcoin miners I knew.
Well, I didn't know.
I just like, you know, the plug miners that were mining in their mom's basement, a shed, you know,
a warehouse, they're completely different, right?
So I was like, this is going to be a transformation.
And I called it institutional Bitcoin mining, right, at scale.
And I said, part of my thesis was like, in order to support this, there has to be like
billions and billions of revenue. And I was not, I'm still not an AI expert,
but I figured like, hey, if they have all this space, they should be able to monetize it in
some other way, whether it be another, you know, crypto miner or a traditional data center, right?
And that's what's exactly happening right now with AI, right? Some of the largest Bitcoin miners are building AI data centers,
and their advantage is they have a lot of power that they've secured via the grid.
And Texas is slowly, not slowly,
rapidly becoming one of the largest AI data center markets in the world, right?
Or even a data center market in the world.
Over the next few years, three, five years, Texas will be a major market for data centers.
And I didn't see all of this coming.
I just saw that there's some fundamental value here.
And I've been to Bitcoin for a long time. I understood that without, you know, Bitcoin miners, you know, Bitcoin is nothing, right?
really burnt out studying shitcoins that were mostly vaporware and exhausted, trying to pretend
like I understood the technical narratives in the previous cycle. And I said, look, Bitcoin is very
simple to build.
And a lot of these companies have already built strong balance sheets because they ATM'd or
they sold a lot of shares to raise capital. And the stock price is super low. So I just thought it was an exciting asymmetric play. And I didn't sell when Bitcoin was peaking because the AI story was just starting.
miners, you know, last year, right? If there was no AI story, because I would have already made my
whatever, 20, 30, 40, 50X just off that. But with this AI thing, I think some of these names could
be 100, 200X, 300X, 400X, 500X if you cut off the bottom. And that's the wave I'm riding right
now, right? It's, I stole these stocks at the bottom. And now these are
going to be some of the, you know, AI powerhouses, you know, this year, next year, the year after
that. So that's the, that's the major play. Crypto? Yeah, I mean, like, dude, I'm still a
Bitcoin guy at the end of the day. So I'm using these gains to get more Bitcoin and look for the next asymmetric play. And that's where I've been, you know, increasingly more excited about Ethereum, especially when no one's talking about it.
I just wanted to mention, I feel like, you know, you look at the crypto Super Bowl in 2022.
Super Bowl in 2022, what's this Super Bowl, kind of the AI Super Bowl?
What's this Super Bowl, kind of the AI Super Bowl?
You know, on Polymarket, it's over 90% chance of all the main AI companies to have some
type of ad.
So also Time Magazine person of the year was the Architects of AI.
You know, when you look at like Palantir, a lot of these charts, they look so overheated.
So I would say, you know, obviously there's
probably going to be some blood next four to six months, eight months, but I don't think it's like
a full bubble pop. I think it's more like, you know, 2018 or 2022 for Bitcoin, you know,
good opportunities to get in on those kinds of dips. And I think there's a lot of potential
there. Like I'd be really looking at Palantir if that dumps down you know a lot like over you know 50 hopefully something of that nature and i just
think you know like right now in this market it's more about preserving kind of your wealth and then
aggregating it towards these ai opportunities probably eth Ethereum as well, you know, most likely in the second half
of this year for, you know, when we look at these cycles, potentially, you know, a five to seven X
on some of these big potential gains in the next couple of years. So, you know, even if you just
have 10 grand to invade, even small amounts like that. I mean, 50 to 70 grand if done correctly in the
next, you know, two, three years could be huge. Obviously, if you have more than that, you know,
30, 40 grand, you know, you do the math, that's over, you know, that's over 100 grand. Obviously,
we want more than that. But, you know, you get the point, you get the point. I just think that
like AI right now, like the odds are so high that there's going to be a sell off for that. I mean, you could mess with put options, obviously riskier.
Most people, you know, find a way to lose with that.
But, you know, there's just following that kind of trend there.
I mean, the only thing that really looks attractive to me at the moment, like I mentioned, is probably like energy right now.
You know, everything else doesn't really it's more about preserving your wealth, in my opinion.
I get excited when people talk on Twitter about preserving wealth.
Right. Especially when they're talking about Bitcoin, crypto and, you know, a mega trend like AI.
Right. So, you know, that's my philosophy is if you're scared by Bitcoin.
Right. If you're an investor, you know investor looking and you have capital, just buy Bitcoin.
It's the simplest thing.
Don't overcomplicate it.
Hold on to it for at least 10 years.
You'll be all right at some point. And I think the people who, the very few people that have been making money consistently, like the 1%, you know, the cockroaches like myself, right, that have been very lucky, that got into, you know, Bitcoin and crypto very early, they're making money on AI that was early to somebody's AI names.
AI names, I think the momentum continues, right? By holding your winners and looking for,
you know, dead sectors that are going to have a tidal wave of capital, like, you know,
like crypto, for example, I think that's why I'm more excited about it, because I've been making a ton of money, you know, off Bitcoin, off of, you know, Bitcoin equities, off of AI equities.
And I think, you know, people are kind of shy to talk about Ethereum.
So that's why I'm a little bit more excited.
But I'm still going to be protecting my capital by buying Bitcoin this year.
Right. So, yeah, I agree. It's just the hardest thing
about this is, you know, sizing your positions, right? You know, that's why I'm starting to,
you know, talk about things in percentages, right? Like, I think Bitcoin should be at 30.
If you actually are a serious person, I think a 30% makes sense if you understand Bitcoin.
And that could sound like crazy talk to standard investors that haven't really done their research on Bitcoin.
And then some people would say, hey, I think 80% of your net worth should be Bitcoin and everything else should be growth opportunities to accumulate more Bitcoin, whatever it is, I think, you know, if Ethereum was an IREN or an AI equity, AI data center
stock, it's priced at when IREN was 10 bucks, right?
I remember when IREN was $10 December 2024.
I bought IREN when it was 5, right?
I sized it at 5.
But when it was 10, I was like, this could 7X within 12 months.
And it did, right?
It also went down 50%. But I see Ethereum, what it's trading at today, market cap,
it's like iron again.
It's like a $10 iron.
But instead, I'm not betting on the fact that it's going to do a 7x in a year.
I think that's disingenuous.
It could happen, right?
But I would say it's a low probability thing and it should be a low probability, you know, a percent to 5% of my growth assets, right? But I'm willing to hold three to fiveK, three, four, five years. That's a very boring investment for most crypto degens
because the crypto degens that were flipping mean coins
and trading shit coins, AI cryptos,
they're all looking for 50, 100X in a month, right?
So that's not what this is.
I have a longer timeframe.
I'm not shooting for 100X in a year.
I fortunately don longer time frame. I'm not shooting for 100x in a year. I fortunately don't need that. I think moonshots are exciting and they could be valuable. But I think Ethereum is asymmetry is, right? So that's why I'm
excited about it. Again, very small percentage of my Bitcoin, but you should be excited about
Bitcoin right now. I think all the noise is gone. If you're a serious investor with capital,
five, 10 years, you can hold this thing. It's a no brainer. But it's not sexy if you're some
17, 18, 19, 21 year old with like $1,000 in your bank account, you're seeing Bitcoin in the 80,000,
you're like, this is impossible. Those people aren't the ones that are going to be pushing
up the price. Those are the people that need it the most. Those are the people that should be saving in Bitcoin. I think, again, we're in this investor class that are just taking allocations. I'm not talking
about BlackRock. I'm talking about, you know, the 45, 55, even some of the outliers who are in their
30s like myself that have millions, right, in capital investments that want to make an allocation,
right?
Like, and if it's not 30%, it's probably closer to, you know, 1% to 5%, but it's still going
to move the price over a longer period of time.
I think, bro, like, I mean, in general, like, I feel like you should save up before you're
going to invest in, like, I mean, in general, like, I feel like you should save up before you're going to invest in like anything more risky.
I feel like you just should try to save up 50 grand or like 100 grand first and either try to invest that money in yourself, start a business or something, or then invest in, you know, kind of crypto.
Because it seems like everybody who only has like 500 or there's always that talk about and all these spaces that irritates me.
It's like, what if a person only has $1,000?
I'm like, if a person only has $1,000,
they should try to save up 50 grand before they start to, like, you know what I mean?
Yeah, so that's like where I've noticed a change, right?
In 2013, 2014, 2015, those were the kids, right, that were, like, even 2020, right? Like, those are,
like, the kids that were, like, just speculating, right? You know, before this institutionalization
happened in 2024, right? You know, but today, my primary message is not, is really directed to the
investor class, right? If you're a broke college
kid, I think you should strive to make as much money as possible through your labor and making
smart decisions and you should save in Bitcoin. But unfortunately, I don't think, I think people
are too distracted. Those people are too distracted by so many different things that they're not going to save Bitcoin.
But I'm not bearish on Gen Alpha or Gen Z. I think they're going to make good decisions.
And when they do have capital, I think Bitcoin will be or crypto will be more exciting for that class.
But my message is really for the people who have capital today.
It's a good capital decision to make in allocation to Bitcoin.
And if you only have a thousand bucks, you should not be on the space.
You should be looking for a job on indeed or LinkedIn or whatever you do.
Most of them lawns on the weekends or shovel some snow.
Uh, does the indeed and LinkedIn even work?
I feel like that's those sites are just pure AI slop.
Um, you could find stuff on there.
It's like anything.
I've found people on there.
I've hired people through there.
But, you know, it's like anything else.
It's hit or miss.
Mario, what's up, bro?
The email.
What's up, brother?
What's up, bro?
It's been a minute.
Yeah.
Yeah, man.
Just been listening.
The other day, well, first of all, I hope everyone is doing great. Zach, the other day you killed me, man, just been listening. The other day, well, first of all, I hope everyone is doing great.
Zach, the other day you killed me, man.
I wish I had you in a ring to go one-on-one, bro,
when you said we're waiting for retail.
You love that, man.
No, you killed me.
I almost left the space.
I almost left.
I'm like, fuck this guy.
I'm leaving, you know, because I'm still waiting for retail
while they're still buying gold and stocks.
But yeah, man, it's pain out there.
Embarcado.
I'll tell you what, man. We're in a nasty bear market, but Bitcoin is not participating in it.
You know? So how about Bitcoin?
Every day that goes by, love my maxis even though you know you
got zach there he used to hear me all the time how much hate i had towards them but you learn man
and then you just move on but i've said this many times man and i'll make this quick man you you
invest in bitcoin you invest in silver you invest in gold, you buy altcoins, you're fucking gambling, bro. You are not.
I don't care if you buy Ethereum, Ethereum, Solana.
You are gambling because for now, it's just gambling.
It's not an investment.
What do they have, bro?
They have nothing.
What's the reason?
Tokens, smart contracts, they don't do shit.
And that's the true value in these blockchains.
And they ain't doing shit. These tokens are the true value in these blockchains. And they ain't doing shit.
These tokens are all rugs.
It's all garbage.
And until we don't start getting those tokens moving to the billions that they're attached to some real-world business or real-world use, whatever it is, instead of these mincoins, I see these altcoins like Ethereum just stuck around around these prices man probably for years i'm being
honest i mean i said this early on a space the biggest test for these altcoins uh these coins
were i want to say late 23 early 24 they couldn't hold they couldn't hold that halfway all-time
uh all-time high they had in 21. And I think that's the biggest issue.
Their value, the value in these coins are the smart contracts.
Mar, I think at some point, maybe you can go over to Noque Barato.
Noque Barato.
Yeah.
They can sell you some altcoins.
Yeah, man.
At Noque Barato.
You know where that is, right?
Right.
Oh, no.
Yeah.
Listen, I've made money on all coins but my mentality for all coins is an extraction of money to go back into bitcoin
and some stocks that's it that's all it is for me it's a fucking casino for me bro it's gambling
yes that's exactly what you gotta and this guy man you got a thousand dollars go work your ass
off for more money you know to come and play with more money,
put some, invest into Bitcoin.
Do I see altcoins as an investment in the future?
Hell yeah.
But for now, man, it's just pure gambling.
I'm sorry, man.
And I wouldn't be surprised if we go years without seeing an all-season.
Man, I think it has been years, Mar.
I think it has been years. It's i i think it has been years it's been
i mean oh yeah more years as we know it's been it's been like four years it's like
i'll end up playing with this go to the top you know five years yeah it's been five years bro
go to the top 100 there's almost no tokens it's all these blockchains selling you a dream.
And the pump that we got in 21, from 20 to 21, we're going to get that.
But it's going to be expanded in like 10, 15 years.
That shit, it ain't going to happen again, bro.
That dream, that was one chance out of a lifetime, unless we get this new whatever it is, you know.
Another market.
But yeah, you left me off the nuts when you said prediction markets.
I'm like, what?
It's true.
That's been the offseason, man, with some stocks.
Yeah, that's where a lot of people are going.
You know, they bet it against Andrew Tate losing.
um you know they they they do these bets sports bets um prediction stuff on polymarket or calci
and that's where a lot of uh alt season liquidity is and as far as solana like
you play these on-chain trades and like you need to take profit and enrich yourself. I feel like there are a lot of communities here on X where it's like you want to enrich others except yourself.
And there's this like bias to just hold to zero no matter what.
Right.
And then you hear people say, I'm still holding.
I'm still holding.
I'm still holding.
It's like, no, you're not.
You're not holding bro like
it's it's down it's down over 90 i don't uh i don't i don't buy that we're waiting on retail
i'm still holding man i'm still holding we're still waiting on retail man dude dude that's
like the biggest meme right like over the years like people are always like uh wait till we uh
retail comes wait till retail comes. Wait till retail comes.
And I'm like, dude, we are retail.
We're retail, bro.
It's not retail.
We're retail, bro. Not retail.
Weetail, because we are retail, right?
Weetail.
Yeah, the
huddle mentality is...
I think the huddle mentality for everything outside of DTC is a dangerous game for crypto.
I mean, outside of like ETH and SOUL, I would say.
I think those two are safe, in my opinion.
I see Uncle Mike.
I'm going to send him an invite to speak.
It's been over a week since we had him up here.
And there he is there he is uncle mike
what's going on man great to have you back what's the what's what's the wine for the week
what's the wine well there's no such thing as a wine for the week guys come on gotta think
gotta think bigger um it's all right tell us i have not been able to come as often.
I've just had a lot of board-related stuff.
I've been saying this for a while, but I've got to get off a board or two.
I've got one company that I'm selling, and it was supposed to close in January,
but now it looks like it's not going to close until the end of March.
Private company.
Turnaround situation. Company where we're going to make, the end of March. Private company. Turnaround situation.
Company where we're going to make, I don't know, 10 or 15x cash on cash, which is pretty good.
Large dollars.
And we've been taking distributions, getting another distribution tomorrow.
We've been taking distributions every five to six weeks.
It's gotten big enough that if all I had was the distribution from this one company,
I'd still be able to service all of my obligations.
But I just can't wait to get off this freaking board because everybody thinks they want more, more, more.
It's sort of like when you go out to dinner and you're eating this really amazing food and the first few bites are fantastic.
And if you stop at the right time, you just remember it as a wonderful meal. If you eat too much of the good food, eventually you go home and you have a sour stomach and maybe you even get
sick. And then all you remember is that you overate. And I think a lot of life is like that.
It's an old cliche now, but like all things in moderation, right? And I think basically for a period of time,
like maybe you need to go out of moderation
in order to achieve great results.
But I think, you know, if you're not careful,
you risk overconsumption.
And so I try to be thoughtful and careful about that,
but I've definitely been in a situation
from time to time where I'm like,
I took on so many things.
Like I'm trying to do,
basically in a given week, I do like 18 different jobs, right? If like I actually segmented off all
the things I do, there'd be like 18 different job functions. And if I hired some 30 year old kid
or 25 year old to do it, they try to charge me 120 K to do a bunch of these jobs. And they'd ask
for a bonus and a raise every year. Um, and so the reason why I don't hire thek to do a bunch of these jobs and they'd ask for a bonus and a raise every year
and so the reason why i don't hire the person to do and i just do it myself is because i don't
want to deal with that shit but it doesn't mean i have to do 18 jobs for one person and so from
time to time it feels good because you're like i don't have any employees i don't have any drama
i don't have any noise and then other times you're like holy crap i'm doing 18 jobs at once
so anyway i try to make it into these spaces as much as I can,
but there's only so much time in the day.
Yeah, man, dude, it's great to have you up.
It really is.
We got the IWM continuing to break out.
We got the IWM continuing to break out.
The Nikkei also, along with the Eurostoxx on Friday, had their highest weekly close ever.
And Uncle Mike, I just don't see this year going by without any new all-time highs for the crypto asset class, if I'm being honest.
For the crypto asset class, if I'm being honest.
Well, I'm surprised by that because you host all of these spaces
and you bring in these 25-year-old bearers that know everything about the future.
Mike, I'm 32, bro. Come on.
Okay, not you, man.
Like the guy who just talked, he's 32, but he's like a 60-year-old soul.
And like me, he's been bullish correctly from the absolute lows.
Like literally December 27, 27 2022 this bitcoin guy
sitting next to me on stage he was he was bullish because i remember i can vouch for him
but almost everybody else who's been in these spaces has flipped bearish repeatedly over the
last 36 months it's just wild um and then there's a whole bunch of revisionist history that's done
right like people rewrite well actually my green dot and my green arrow shows that i was actually bullish it's like no dude you were bearish on iron
at 37 like three weeks ago don't lie to me so anyway you host a lot of these what i notice is
uh your spaces are great because they're an almost perfect encapsulation of like where
sentiment is skewed at any given moment. Like you attract the
guys who literally swing with sentiment perfectly. Like I love Matt, but like Matt is always bearish
at the bottom. He's just always bearish at the bottom. Um, I love Prometheus because he is always
right on every trade. Like, I love that. Like that's, it's absolutely wonderful. Those guys
are really easy to fade.
And again, I legitimately like them.
I think of this as a sport.
It's like if you go in a ring and you spar with somebody, you don't try to kill them.
You just beat them up a little bit, and then you spar with them again next week. To me, the space is just sparring.
I'm not fighting to kill.
Even Mario, I'm not trying to kill anyone.
I'm just trying to extract you know decent alpha uh but i think look everybody got a bit too bearish because of price action november december
um anybody who's too deep into crypto in a one-way sort of mindset is has been in a world of hurt for
several years um i think the field is cleared now i think it is a great setup there's no guarantee
but it is a wonderful setup. There's no guarantee,
but it is a wonderful setup. If you are going to have a crypto bull market now, you're going to have a lot of money chasing because almost nobody is correctly positioned for a bull market in
crypto. Because if you are correctly positioned for a bull market, you probably spent the last
couple of years getting positioned. It was probably extremely painful. And this is the thing about
markets. It's like you look at a chart or you look at a price in any given moment in time, It was probably extremely painful right and this is the thing about
Markets is like you look at you look at a chart or you look at a price and you give a moment in time Like you don't get to keep all the institutional memory of the guy who traded that ticker
Over the last three years. You only see it when you pull it up. So like I see people pulling up
Things down like oh, I would buy that I'm like, maybe you'd buy it
But I doubt you would have held it if you had been buying it for the last three months or the last two years uh and so i don't i just don't
see i don't think anybody's positioned correctly for that uh and so if we do get uh like a looser
money higher liquidity type of environment uh in the coming months then you know there's a good
chance that some of that money finds its way into the most neglected parts of the system.
Look, year-to-date, equal-weighted S&P outperforming the S&P 500, right?
That's great.
Small caps outperforming large caps, that's great.
Some of the metals outperforming equities, that's fine.
Bitcoin, where is it?
Like up a couple percent?
You know, it started at 87.5 or whatever, and then Bitcoin, I don't even know where it is right now. Where is it, 89 is it? Like up a couple percent. You know, it started at 87.5 or whatever.
And then Bitcoin, I don't even know where it is right now.
Where is it?
89 something.
After retracing from 97.
Like I actually like where we are because things look quite constructive here.
But like the mood has not shifted at all.
So when I look around the market, even with some all-time highs like in the russell
uh and the s&p and nasdaq not far from all-time highs like i still see quite a bit of negativity
and quite a bit of fear like just talking about greenland and like japanese yields for a couple
days like all of a sudden everybody's scared and bearish again i mean this week feels like we're in
a deep bear market year to date but
actually almost everything that most of us follow is up right like a lot of the high beta small cap
equities are up a lot the space stocks the ai data center stocks like iron's up a lot ciphers up um
rocket lab and ast and you go down the list the, E, like all this stuff is up and it's
outperforming the large equity indices and it's outperforming almost everything.
So this week, nonwithstanding, again, this reminds me a lot of March, April last year
where you had all of this tariff kind of saber rattling.
And in retrospect, it was just static.
It was just noise.
There was actually nothing deeply fundamental about it i think anybody who's intellectually honest even if they voted for trump
like i did can hopefully admit if they're honest right they can hopefully admit
that tariffs have been a huge waste of time um they certainly aren't like making the the field
any clearer or making it easier for people to do business uh and the net economics of it are not
positive for american consumers so like it's really hard to do business. And the net economics of it are not positive for American consumers.
So it's really hard to argue that other than some sort of thing that Trump's doing
to bolster his own ego, it's unclear what we're even doing there.
Now, if the net result is we get control of more territory to set up more missile defenses
or something, and it was all geopolitics
in the first place. Like maybe that is the art of the deal maybe. Um, but I think, you know,
the one thing I am seeing outside of the tariff shenanigans is a lot more of a constructive view
on like how we can make the economy better for most people in the United States. And if that
continues on the path that we are now, we're going to have a lot more weeks like last week
and the week before
and a lot fewer weeks like this week,
I think, going out as we look out a few months.
And I think at some point that means
that we get significant all-time highs.
Like a full-scale breakout in the Russell 2000 that runs.
New all-time highs in the Qs.
New all-time highs in Bitcoin.
New all-time highs in Ethereum eventually. And new all-time highs in Bitcoin, new all-time highs in Ethereum
eventually. And I'm just not sure that we're going to see any sort of significant bear market beyond
what we've already seen over the last two, three months. I don't think we see anything worse than
that until we see actual price discovery, parabolic price movement, higher euphoria and positive sentiment amongst
the average investor. Until I see those things, I'm really not interested in being bearish. I am
continuing to short silver here and there and having a lot of fun doing that. And currently,
I think I'm short, I think 61,000 shares of the SLV ETF. So it's like 5 million bucks or whatever.
What's the price at now?
I'm not even able to think of it right now for whatever reason.
What's the SLV trading at?
Somebody tell me.
It's trading at 96.
SLV, the ETF?
No, that's the... Oh, no.
What's the SLV ETF trading at?
87 something, right?
Yeah, so I've been lagging into that today.
I'm hoping to get my cost basis on that.
Like maybe 70, 80, 90,000 shares
at a cost basis in the 87, 87.50 range,
and then it'll go back down to...
It does this every single day.
It'll go back down to 85 or 86, and then I'll close it and then wait for it to go to $88, $89,
and then take it again, and then it goes down $2 and then close it.
I have nothing else to do in terms of trading right now other than to short silver,
so I'm just enjoying doing that for basically 30, 45 minutes every day.
It's like a workout.
Everybody gets their...
And I do like 45 minutes every day. It's like a workout. You know, everybody gets their
And I do like 45 minutes of so SLV training every day just to keep my instincts good
But it's probably like honestly it may go higher first So like nobody else should be doing that unless they want to lose money
I don't know how I'm getting away with it, but the market just keeps giving me in the overnight session
It always drops the price like every overnight session like you go from after hours to overnight
and the price drops two bucks on sov like every day just like it's just too easy anyway i'll
pause there but i'm just having so much fun this year hey mike can i say something real quick
since you were talking about spouring yeah go, you know, one of my favorite quotes,
everyone has a plan until they get punched in the mouth.
Yeah, Mike Tyson.
Who's got the sound effects? I can't even see who's running that.
Yeah, I'm not able to see it.
It's not me this time yeah that's wild yeah no one knows
yeah spaces are uh they're a bit of a tricky situation sometimes man sometimes i'm not able
to see like the full panel it just says like listener and like they they can speak when i
bring them up um small cap what's up man
hey what's up brother how you guys doing uh mike i got a quick question for you you know just from
like a macroeconomic standpoint i'm a little again i'm a younger guy i haven't been in the
market as as many years as you and some of the other guys but like taking into basic principles when, when real yields are soaring,
right. Like the, the treasury yields, um, inflation adjusted returns, they're all climbing.
Like typically gold is supposed to be getting crushed, right? Like same logic hit silver,
um, just a little bit after, or maybe even before more cyclically. Um, so I'm wondering, you know,
I mean, I, I get it. Like it's, the yields are climbing. It's a little bit different than
typically because it's more so, you know, distrust in, in, you know, inflation and monetary
systems, monetary policy. Um, but don't like, do you, don't you find it a little bit weird how,
cause typically the rules, right?
And I know the market doesn't follow rules, but just growing up and learning about economics and the law of it is when yields are high, are climbing.
It's typically supposed to be bearish for gold and silver.
Yeah, I don't think an economic textbook, particularly an economic textbook written by Keynesian economists, the type of people who work at the Fed, is going to be that useful in this environment.
Because those people, those MMT style thinkers don't think that there's a limit to how much debt you can create in the fiat system.
They think you can just print debt forever and print
money forever and there'll never be consequences. And I think the issue is we have a level of a
national debt in the U.S. that's far exceeds anything in previous economic cycles. So when
you have whatever it is now, 37 or 38 trillion of debt and where you have the interest expense on that debt at a level where it starts to have a material impact on the budget because it's approaching the level of the defense budget and probably going to be the number one expense.
At some point, that's just unlike any other cycle before.
So in previous cycles, you thought you had control of the yield
because you thought there were like a couple of levers to control them.
And maybe once you get to a certain level of a national debt, right,
like the levers don't work the same way that you used to,
that they used to, right,
where people largely it's a reflection of people's trust in
the government and buying gold and silver is in some ways a sort of vote for whoever's doing that
if they could stop because it's not helping at all it's not even funny like at least do the
clapping one right the clapping one is funny so the the gold, the gold, silver buying actually makes sense to me. And I don't think
it's, I don't think it's inconsistent with higher yields. If the reason for higher yields is a
distrust of the level of the deficit and the level of spending, right. And the level of the
national debt in absolute terms, if that's really what's driving it and a realization that a lot more money printing is coming, then maybe it all makes sense. Separate from that,
we have this AI, which is a massive deflationary force that's sort of playing out in contrast to
all that, where the money printing and the deficit and all that is inflationary, but the AI and this
technology push right now, this massive massive technology push is fundamentally deflationary
I mean if you listen to Citadel what's his name Griffin Ken Griffin at Davos he was saying basically
this is the AI is air cover for CTOs and basically every organization in the world to massively
increase their expenditure for for for all technology not just ai and also to reduce
spending on headcount and so if that if that's true and those are both playing out at the same
time then you could actually have this like balancing force where the cross currents are
just strong enough that even though the the national debt is insane right and the level
of money printing that's coming is insane also the level of def printing that's coming is insane. Also, the level of deflation that's coming because of AI completely disrupting the way businesses work and increasing profitability and increasing productivity, etc., is actually balancing that out.
that right now is so different from previous cycles in a lot of different dimensions in terms
of like, what are the conditions coming into the current situation such that it's really hard to
compare it to previous situations. So no, I'm not surprised by what we're seeing. I think it's
playing out in a way that kind of makes sense based on the things that I'm seeing. But I think
in the meantime, you want to continue betting on the things that are sort of going to benefit from the money printing
and benefit from the AI and productivity that's coming from it.
Evan, I think you also had your hand up too, man, while Mike was talking.
Yeah, I mean, obviously, you know, I think what I agree a ton with Mike on the macro,
and I think that, I know you said last time,
when I really liked it, in comparison to kind of late 1990s,
I'd say we're in kind of 1996.
Obviously, there's going to be a lot of differences too.
I mean, you could compare this to the 1920s,
that later area, the 1920s, even the 1960s.
I do think, it's like every, I'd be curious on a lot of your guys,
I mentioned it before, but it's like, it's the AI Superbowl now, you know, it's all be all those
like AI commercials in the Superbowl. And, you know, you look at things like Palantir, you know,
they kind of hit like a hard stop, you know, they've kind of lost a lot of momentum. Even
Bitcoin to a certain extent has lost a lot of momentum. And I think that, you know, with the AI potential Super Bowl, it seems like every single time you have like that much notoriety around it, you do see yourself.
But it's like I don't think it's going to be like that bad.
I just think the bear market will continue probably, you know, until May, June, those kind of areas.
Like I think we'll see the worst of it kind of in the next few
months generally for kind of that buying opportunity but like the thing too what i would
really agree with mike is like i mean i think he would obviously agree that like dcaing makes the
most sense rather than i think most people would agree you know dcaing rather than just putting all
your eggs in one basket immediately would make the most sense like i think i think just preview you know if you look at most of this stuff like if you dc it in for
like the next four to six months you would probably get a good good exposure even if you dc it in on
the way up you would kind of still make a lot of that money i just think like when i look at stuff
with like the p and e ratios and palantir when i look at a lot of that stuff it just think like when I look at stuff with like the P and E ratios and Palantir, when I look at a lot of that stuff, it just seems like it seems like you need a healthy correction.
When I look at the S&P 500, the NASDAQ, those things as well, it seems like nothing too crazy, you know, maybe 10 percent, you know, maybe I think the big thing that a lot of people
may not, haven't taken it seriously, including myself, you know, is monetary policy. And I think
that's a mistake a lot of us made by being too altcoin heavy, you know, in the last few years,
rather than we should have been more Bitcoin heavy, and we would have done a lot better.
But now you're seeing the end of qt which is good and i think most
all coins not most all coins i think things like ethereum will probably outperform bitcoin into the
end of this decade but you look at potentially with gold and silver going crazy and you know
talks about shorting silver not a terrible idea i mean that thing's going has gone nuts and probably
i think if you're pal you're going to do in your power to try to knock those things down and be more, I mean, the responsible thing would be
to be more hawkish. And I think that's what you're going to get into. And especially with
the Trump stuff, I think Powell is just so irritated. He's just going to go up there and
just say F you to everyone. I mean, you got to look at the words. I mean, I don't know if you
take it too seriously, but the goal has always been 2% inflation. You're at 2.8 right now. So if you're Powell and you're actually going to follow
what you've been saying to a certain extent, you're going to sound more hawkish. And if we
just look at monetary policy, when they paused back in January of 2025, that led to a bear market
for a few months. So I think we're going to rhyme with last year to a certain extent and see things get to better evaluations more attractive
prices i think you'll rhyme a little bit with 2022 in terms of energy that just looks so attractive
right now i think for the next next few months energy will do well and i think that gold and
silver are getting i think some of that will rotate into other metals uranium but especially
energy too like things like xle i think are the safest bet you're
probably not going to make as much as you would make buying something like you know occidental
petroleum or maybe even exxon or things like that but xle probably can outperform bitcoin for you
because i'm just looking at the charts i'm looking at like what the trend is like xle just keeps
outperforming bitcoin s p 500 keeps outperforming bitcoin gold keeps outperforming bitcoin now we
know that that's going to change but is that going to change automatically right now probably not
probably a few more months wait till june that's the next time they're probably going to cut rates
a new fed share comes in and that would be attractive to convert those things over and
now that's kind of just aggregate trading which is what what a lot of what I do. And the last thing I'll say here is like, I mean, you could, you could believe what you want, but
I've, I've always been more of that cycle guy. I mean, I've generally, and Wabi, you probably
remember, I've generally been more bullish, you know, since kind of middle to early kind of 2023
with some hesitation, but like super ultra bullish throughout 2024 and into until October of 2025 last year,
end of October, that's when I rotated out heavily just because macro bearish signs that you haven't
seen in a few years. So I thought it was a better bet to make and go into more safer things. I mean,
I would agree with everybody who's bearish on the dollar. Obviously, I'm not going to move my money
from Bitcoin over the US dollar, but S&P 500, Berkshire Hathaway, some energy.
I had some gold too.
I missed that on silver, but I've had gold.
And those things I'm planning on converting over back into Bitcoin
when it seems more attractive, probably four to six months.
So that's the way I've been doing it.
I mean, I think that most people probably,
not trying to sound arrogant, but I that most people probably not trying to sound
arrogant, but I think most people don't follow the markets enough. Most people don't have
really the knowledge or attention to really be able to make those aggregate trades. But
I think that's like that aggregate kind of trading, I think works really, really well,
too, because it's like, even if you're wrong, like you're not going to lose that much in the
freaking, you know, S&P 500 and all that, it's just kind of hedging, you know,
here's where I want to take more of that risk and go into, you know, I would say a medium
risk asset.
Like we were talking about like Bitcoin, I would say the higher risk asset, you know,
Ethereum that could potentially do a five X or more, that'd be Ethereum.
And then Bitcoin, you know, two or three X next few years, maybe more, hopefully.
So, yeah.
Man, what an absolute cook sesh.
What an absolute cook sesh, guys.
Dang, there's a ton of people
requesting to speak.
I think these are all bots, though.
They're all like these AI bots
Like they don't look they don't look
Real oh Prescott pollen. He's uh, he's the war guy. I think he was here a few months ago
Prescott what's up, man? It's been a long time
Yeah, just got out of work here and popping in to say hello.
It's nice to see the countries moving forward in a good direction.
Arrests are being made.
People are being lifted up where they need to be.
I think we're on a good track.
Hey, yo, Prescott, I got a question for you.
Prescott, I got a question for you.
What is that energy weapon we used in Venezuela, brother?
What is that energy weapon we used in Venezuela, brother?
So first off, I'm up here in my personal capacity, not speaking on any Department of War topics.
You can't give us a little breadcrumb trail or something for us conspiracies?
I wish I worked on directed energy weapons.
I think those are pretty wild um it seems to me in my personal opinion only it seems to me like uh yeah we have
a lot of unresolved questions about our people and other countries that have been impacted by these
things and you know if we have that capability great i think that's a positive development but
i personally have more questions about our our Americans being impacted by directed energy weapons when they go into foreign areas and they're serving overseas.
I think we should do more to protect them.
And I hope that the people that have been impacted by them get the justice that they seek.
But so far, that hasn't been the case.
been the case. So you're telling me that the United States is potentially not the only country
that has one of these directed energy waves? Have you heard of Havana syndrome? I mean,
just do a quick Google, man. You'll find tons of stuff on. No, I haven't. That's crazy.
That's yeah. And in Cuba, there have been American personnel impacted. You know,
question mark. Is it, is it Russian? Is it Chinese? Is it, you know question mark is it is it russian is
it chinese is it you know it's probably not cuban it's probably not from smoking a cigar so what's
it from there's been you know investigations done and people have come back and said well we can't
prove anything and so i don't know i i i just wish that of the people that had been impacted and have had brain trauma and long-term effects from it, that they could be taken care of.
It's hard, though.
When you work for the military, I believe that we have a really good care system for veterans.
When you are an employee of other agencies and you're impacted in the line of duty, you don't have the VA.
You're kind of screwed, in my opinion,
in those other lines of service.
Now, being that you work for the Department of War,
I believe that's what you call it now.
It could be.
That's correct.
Has working directly for the department
made you become more bullish on tickers like ITA. I don't know if
you know what ITA is. It is a, so it's a, it's a defense and it's a defense aerospace ETF. And
just seeing some of these charts, some of these defense stocks, man, I i mean they've been up only like literally up only like
lockheed martin right raytheon right the list kind of goes on well i personally think spacex is um
a lot more of a market cap than lockheed and raytheon as of recent seems like elon's doing
a fantastic job there no endorsement of any particular company but i think uh you know you
gotta you gotta look at not just what's up in the sky, but what's going on in space. And I think that's the next real game changer.
Now, does this make you bullish on nuclear and uranium?
That's not my field. So I couldn't speak to any capacity about that. But what I can tell you is
that I live usually in central Illinois, I go to DC as well. And I'll go, well, I go a lot of places,
but they're down the street for me
in central Illinois and Clinton.
Meta just purchased a nuclear power plant
that was potentially going out of business
and was not well managed.
So it's going to be really interesting
as we move into looking at what's the,
you know, future of AI and high performance compute, Bitcoin mining,
all that stuff, right? It takes energy. I think you're going to see a lot more of that
industrial or private sector play in energy management. And I think that there's going to
be a lot more collaboration, like the recent presidential executive order on the Genesis
mission. If you haven't heard of it, go Google it. That's with the
Department of Energy. And DOE is now working on high-performance compute across all the national
laboratories, which is a great opportunity for the different departments in and of themselves to
collaborate with one another. So, for example, if the Department of War could improve its
collaboration with the Department of Energy through Genesis mission, I think that's a win for the warfighters. I think it's a win for Americans. And I also think it's
a huge win for industry. If power can be managed more effectively, you see a lot of Bitcoin miners
that are able to spin up when there's excess capacity on the grid, and then they can easily
spin down when they have increased demand in other areas. So I personally think that Bitcoin is a very,
in terms of mining, is a very complimentary approach for energy management when it comes
to high performance compute. And then, you know, when we have the ability to run other loads for
AI and training and other areas of high performance compute, when those, you know,
when the capacity is available and we can use that for our
national security needs. I think that's also a huge win. And then when military bases with
their own power capabilities have extra capacity, for example, all the employees go home from their
daytime shift, there's still power that can be generated. So why not use that in the evenings
or in your less peak demand demand time so those are some general
thoughts that i have on the topic uh by the way i am not an employee of the government i did not
uh lobby prescott uh he just uh echoed by both esists that would say for the past few years
hey right on dude does anyone know how to explain what just went on in fortnight dude it means uh long bitcoin long ai i mean you are not bullish enough this is uh you know i'm
not here like shilling some shit coin dude like this is we're building uh the future of the
internet the digital age uh and uh're going to fix the money.
Well, and no one really talks about energy diplomacy either, but I also think that that is a topic worth discussing because, you know, think about all the military bases that we
have all over the world and all the partnerships that we have all over the world.
As the time zones shift and the demand shifts across the world, can you have almost this optimized utility framework
where the demands can be utilized in the most efficient capacity?
But as the world turns, we're able to spread that out so you can have the most effective
Bitcoin mining and AI capabilities all over the world.
They're all networked together.
And I'm not the genius on that topic,
but I do think energy diplomacy is an important topic, you know, compared to the allied nations
that work with the United States versus Russia and China. So that to me is a worthy conversation,
no matter where the world spends. Man, I'm not, I'm not sure how to follow that up man um energy in the war sector
and the space sector is something i frankly have no clue about but perhaps it is going to be um
like a sector that people can can make money off of in a big way. Yeah.
Well,
even Elon's talking about compute in space,
right?
I mean,
if you think about it,
Starlink,
if they can have the compute and the AI side handled like Grok in space on a
satellite,
you can process things faster and a query that comes from a phone connected to
Starlink or,
you know,
a laptop or,
you know,
whatever it goes through Starlink. It doesn't just have to go up to Starlink or a laptop or whatever.
It goes through Starlink.
It doesn't just have to go up to Starlink and come back down to Earth in a different location.
It can just be processed right there in space and give you a super fast result.
And I think that's where Elon's head is at. He's like, hey, if we can also own AI compute in space and handle the heat management that's going to be required,
that could be a major game changer for putting compute up in space.
So that, to me, is also very much worth discussion.
Man.
Small cap.
I think this is in your realm.
Is small cap an account on here or something?
I think he's a listener.
Yeah, he's listening.
Oh, good.
Oh, it says he's a speaker on my end.
That's odd.
Now I see him up here.
That's really odd.
Oh, spaces is glitching.
Oh, of course it is glitching.
I mean, in other news, about 20 minutes ago, 30 minutes ago,
Walter Bloomberg posted that Trump just announced that uh he's about to announce
his new fed chair shortly he says soon in all caps and we have the fomc here in a couple of days
so walter i've never heard of that it's an account it's uh delta one yeah he's like it's it's it's this i don't you know i don't know
if he's even real to be honest uh like i i think it's like some ai it's for sure i slop
is there is there actually like a chance that the fed chairman's stepping down with
is that like a happening thing or i don't i don't know i i just
think that like that moment where trump visited the the fed building wearing a hard hat with
jerome powell that's like a reality tv moment man and then he taps him on the shoulder and he's like
we're gonna lower those rates right and he just gives them the old right buddy you know you gotta wonder
how many people in this room or you know are trump supporters i feel like if you're a bitcoiner you
kind of got to support what's going on because the administration's pretty much on your side but
i've also i also imagine in these rooms there's somebody listening to our chats it's just like
fuming and pissed off for like you know whatever crazy reasons they have
for whatever crazy reasons they have.
A lot of the TradFi guys
in New York are Democrats.
I mean, historically,
a lot of those guys are...
Isn't Think a Democrat, man?
Yeah, historically, he's supported the
Democratic nominee and has donated a lot of money over the years.
I think this was the first republican candidate that he was that he actually backed so it's kind of impressive honestly this
kind of goes to show the you know one side versus the other going into that election let's just be
real but yeah well the long grift too, the amount of fraud that is being exposed
right now is just insane. The more it gets exposed, the more I'm just like, how can you people support
this other party? It's like literally the party of fraud. And, you know, they're trying to protect
these complete criminals that are just doing horrible things to our Americans' children's.
Now, I got a question is for the panel, what are your guys's thoughts on the new fed chair
is this a bullish or bearish um piece of news like wait so wait how do we know who the new
fed chair is because the first one i would have to step down right
well trump is going to announce his who he's going to elect for the fed chair right pal
whether or not pal steps down he's going to be out of office regardless i think in may
oh okay i didn't know that that's good news thanks yeah yeah so like my thoughts with it are
are one of two things right you have somebody who's been a stabilizer within the market regardless
of if you like pal or not it does like that does not matter.
He has largely, largely brought tremendous stability to the market in a period of time of massive uncertainty.
Right. So we remove that. You remove a stabilizer. Right. That's one.
Two, he's had to combat the chaos agent or the destabilizer being Trump.
So now whoever is elected is obviously going to be under Trump's arm, right?
They're going to be just a puppet to the player kind of thing, right?
And so you're losing the stabilizer that was helping to stabilize the destabilizer.
destabilized the destabilizer. And now the destabilizer has direct intervention with the
new Fed chairman that had largely been at one point his kind of counterbalance within the market.
And if we look to what Powell has done, he has done a fantastic job. He brought interest rates down. The S&P almost doubled since the October 23 lows.
You saw gold and silver melt face. Is that really his doing? Probably not. But things didn't blow up,
right? This wasn't like the 80s like everybody thought it was going to be, you know, granted, the whole question was, you know, the whole idea was like soft landing or hard landing, but there never really was a landing kind of thing.
come in as the new chairman is going to be cutting rates now and and and largely not be
data dependent for all we know at this point and how do you guys think the market digests that
because my thoughts is is it adds a tremendous amount of volatility to an already heightened
volatility regime within the market um and i can't see, too, the fact that, you know, the Fed can't control
the long end, right? And so if they cut, they're kind of facing this dilemma where, sure, you might
be like, you're going to, they're going to try to bring down rates, but that long end does not want to come down. And that's something that we've been seeing for, I mean, really the past past like month, month and a half. Right. Is that the long end is sticky right now. Right. So I see Craig, you had your hand up, but I would, but what was that last thing that you said?
Prometheus?
Well, the, Oh, all right, bro.
We're not even going to, I just,
out of all of that, I was really liking when you said the destabilizer,
it made me think of a movie with equalizer and like just some finance guy
that goes and becomes the equalizer, but he's called the destabilizer.
Trump is a chaos agent bro
he's a chaos agent i'm telling you uh so good what's up craig hey i just want to ask y'all's
opinion about um little context i'm close to seven figures invested into these mining
uh crypto mining companies like iron um and I'm just curious what your thoughts are
when Elon launches the base data centers,
how that will affect our on-climate stocks.
Dude, are you diversified at all?
Do you mind me asking if you are diversified?
Yeah, yeah.
I'm diversified.
I have a large position and i probably said that
with a very like like a yeah like yeah kind of like i'm you know i i have about i have 30
of my portfolio in in these crypto minings i have a large bet yeah so it's not but there's a bunch of like spy and some of these
other like more s p 500 stocks is what i have the rest of my money in okay well let's clear the air
of the room first because bitcoin ai guy is like over here laughing consistently tell like open the
mic man what's why are you laughing at craig what is funny about this dude it's because uh you
know i do you know craig is craig one of your guys i don't know who you're talking to no i'm i'm
nobody in this room knows me oh okay i didn't know if you guys knew each other i just think it's
funny uh because i i joined the space to talk about like crypto and ethereum and bitcoin
and then naturally like because i've i've been in a heavy investor in this market people people
want to talk about uh you know these names that have drastically outperformed everything
which makes sense right but um and then mike mike alford then, you know, the number of listeners went up like 10x, right? And then all of his followers came, some of my followers are listening. And, you know, I have no idea what's going to happen in space.
The last person to ask what's going to happen, you know, data centers in space, like I have, like my opinion shouldn't count, but I think the demand for power dedicated to AI specifically is accelerating.
is accelerating. I think every research report will tell you that. I think the White House will
tell you that. I think the best investors will tell you that. I think the trillion dollar
companies are clearly telling you that. My community definitely is biased in favor of that thesis.
My survivorship bias will echo the same thing, but I've been saying this for years.
I don't know how that will impact.
I think just to put it lightly, I think AI data centers on Earth are beachfront real estate. I think if you have
power today in gigawatts, you have an edge, right? And I'm going to be careful, because there's,
you know, there's people from the government listening, right? Like, I don't want to say
the word monopolies, but I think some of these companies, especially the hyperscalers, they're definitely monopolies, right?
But, you know, there's also relative monopolies or strong modes, defensible modes that some of the legacy Bitcoin miners have on time to power.
But that doesn't mean they're all going to be fantastic builders of AI data
centers, right?
I don't think space is a threat in the next, you know,
one to zero to five years to the beachfront real estate.
I think maybe over a longer period of time. And I have,
you know, friends that used to work at some of these space companies. And even them,
these guys who are serious investors today, don't really see the vision for AI data centers today.
Right. And these are some very smart engineers. I'm not a very smart engineer, right? I just,
And these are some very smart engineers.
I'm not a very smart engineer.
I just, you know, I'm a very lucky retail investor that has made some good decisions around Bitcoin and AI.
And I don't think there's anything to worry about.
And I suggest studying the supply and demand of power, right?
the supply and demand of power, right? Let's say there's 50 to 100 gigawatts of demand
for AI just over the next one to four years by 2030, right? Where do you see 50 gigawatts,
right? I mean, I don't see it other than a select few companies, right?
So that's just my opinion.
Right on.
No, I think all those thoughts are super valuable.
So Craig, where do you want to take that now, just hearing what he had to say?
Because I would love to fill in any gaps that you got on the space questions.
No, I'm just curious i saw a post from elon today talking about 100
gigawatts a year in space and i'm like uh that would change these these on earth companies
pretty quickly um if they were able to achieve that so i was just curious just because we're
talking about the crypto space and crypto mining space, about these companies that are fully trying, doing the mining, what the impact do you all see from that?
So I thought that was a good insight.
We can go anywhere.
A lot of these companies are losing money mining Bitcoin.
They diluted a lot of their shareholders.
They've effectively burned billions and billions collectively as a sector.
Very few have done it successfully and will do it successfully in the public markets.
I'm not bearish on Bitcoin at all. I'm very bullish on Bitcoin, but I think this compute opportunity
gives some of these companies
another opportunity to increase
their cash flows,
improve their margins
relative to mining Bitcoin
and build a sustainable business
that's not as volatile as mining
Bitcoin, right?
Yeah.
So, you know, it's different, right, for each company.
And I think the most important thing, if you're an investor, is are you investing in a good
management team, right?
Totally.
Yeah, I definitely agree with that.
And I think the other piece to look at, right,
is where are your biggest sources of power coming from?
I'll give you three examples here.
Like one most recently with XAI
building the macro hard data center, right?
Hopefully somebody knows more about this than I do.
But last I recall seeing,
there was some tweet, maybe it was from Elon, I don't recall. I think it was something that was
on the border of Tennessee and Mississippi, and there was some power issue and some regulatory
issue. I believe the McElharr Center is built on the border of Tennessee and Mississippi,
or something like that, where I think it's on the Tennessee side.
And then the power, what they're doing is they're basically building a giant power facility
right south of the border in Mississippi and connecting that. I think that's what's happening.
So just like the fact that you have to be thinking at that strategic level of maybe we put an AI data
center, but we go over a state line and there's different power and regulatory concerns, but yet you can connect them and tie them together, right? If Elon's
thinking like that, and he's also a huge proponent for solar, this would be the second example,
he said most recently that the costs with tariffs and things are making it very untenable,
but he believes that manufacturing will eventually happen for more solar capabilities
for us and elon's huge on solar being a very strong source of power well the other thing that
he has uniquely is through spacex he can launch into space not it doesn't have to be in the u.s
right so if they were to take space launch capacity and move it somewhere else where let's say they
have more solar capability and they can bring that in. Maybe it's an Asian country, maybe through that country they source
some materials through China, whatever. I have no idea. This is completely speculative, right?
But if they could take that space launch capacity and bring it to one of those countries, get access
to solar components cheaper, manufacture there, launch it into space, but then
move that satellite so that it goes over and has utility. Maybe it's over America. Do you have to
pay tariffs on that? I don't think so. So solar and then also nuclear. I think nuclear in space
gets very interesting if you can have the ability to put up some really high quality source of power
and have it shoot off a really great amount of power. I think that's
very relevant. I don't know that we're thinking about doing that on the moon, but I've heard
people talk about it. At one point that sounded crazy, but now I'm like, maybe it's not so crazy.
Maybe there's some mining to be had on the moon and they want to go stick power and compute on
the moon. Again, I don't know why. Pres so basically so basically what you're saying is that kathy wood is about to make a ton of money uh personally honestly i love kathy wood
you know if if i had the opportunity to have dinner with somebody she's on my like top five
list of people i would love to sit and have dinner with and hopefully have a follow-on conversation
because i respect the hell out of her yeah Yeah, same, same here, man.
I mean, some of her ETFs look quite good.
I've been looking at ArcG.
That's like biohacking and stuff.
I think that's the trend that's up and to the right for the next few years with things like peptides, geonomics, and as I said, biohacking.
I think that's going to be huge.
Yeah, totally.
And also on social media, like looks maxing has gone absolutely parabolic.
I think we're in a looks maxing bubble, dude.
Come on.
I don't know.
I mean, his picture on his profile picture right there, looks maxing.
I mean, the world's biggest streamer is Clav.av he's a looks maxer dude i think that's it
come on bro dude we went we went he's getting his five minutes of fame bro he's getting his five
minutes we we look we went from kaisena to uh what's this other kid's name neon and now clav and i don't think that's going to the younger
generation is down bad bro i mean yes yes and the best way the best way to capitalize on that is by
focusing on trends where money is going to funnel in well dude let me jump in here like i think
we're you know just a few months ago, we're all in the Bitcoin equity space.
For a second, make this a metaphor.
We were in a Bitcoin per share bubble.
Let's just put that out there.
I think we're in a looks-maxing bubble.
And I think over a longer period of time, I think GLP-1s are going to benefit. But in the short term, people
overemphasize KPIs and buzzwords that don't matter. I think Bitcoin per share was overhyped
in the short term, but undervalued over a five, 10-year time horizon. I think I agree with you.
I would like to make investments outside of crypto and stuff.
Yeah.
Look at ArcG like anyone go on TradingView and put ArcG and look at that monthly.
Look at that monthly, man.
Oh, dude.
I used to work in the industry.
I was executive in the industry.
Weed and alcohol are like in permanent bear markets, man.
Like the Dorito and Mountain Dew trend is down low.
Bro, it's so funny you say that.
Because I remember 2020, just like it was yesterday,
and I was in a group chat with some of my close friends,
and one of them is a large YouTuber,
you know, 10 plus million, whatever.
And then he was like,
how are we going to trade?
How are we going to trade this work from home pandemic thing?
And he was like,
I'm going to go long Doritos and long neck beards.
And we're now in a completely different time.
Well, having just turned 40,
I can tell you that my looks are maxing.
I'm not getting any better looking as I get older.
Bro, you need to study some Botox, some peptides, some collagen threads.
I'm telling you, my guy, get it done.
This sounds like a narrative from the pharmaceutical companies, to be honest.
I know, right?
I'm telling you, bro.
You're going to come home.
Your wife is going to be like, oh my God.
Right.
Get on some TRT.
Trisepatide.
Bump up that dose.
It's funny.
Like my dad is big into peptides, right?
He's like my, you know, my almost 70 year old father is like trying to tell me about
peptides and saying this is the best thing that's ever happened.
Bro, he's getting to more stages of life.
He's maxing out, bro.
Exactly.
And this is really the Pico bottom for the looks maxing guys
because if you think about it because you think about it you got to think about it right and the
reason why i say that is because study crisper right study crisper in the future the ipad baby
generation is going to be able to create designer children you're going to be able
to go in and be like dude i i want a six they've been saying this for like 20 years bro no it's
gonna happen bro i'm telling it's only a matter of time did my to remove genetic diseases let me
give you some alpha i'm telling you my customer invented crisper my former customer right jennifer dwadna uh this was one of my customers
like back when i had a job um i love that line so so uh i am again these these narratives come out
uh when there's like speculation again we're starting to see some more activity
uh in the biotech market a lot of these stocks are pumping but there's still we're starting to see some more activity in the biotech market. A lot of these stocks are pumping,
but we're still in a depression for that market.
It's just like crypto, right?
Like, you know, Bitcoin outperformed.
Ethereum has done nothing over five years, right?
And I think the same thing is happening in biotech, right? And a lot of the same narratives that were being pushed 5, 10, 15 years ago
are starting to come back,
which tells me, you know, you know, I think we're going to have another fantastic bull run soon.
But yeah, like I worked in genomics. I worked in biotech. When i was an undergrad i i was researching i'm gonna tell
you a lot of these guys that are on chain are gonna be significant investors in girth extensions
let me tell you brother let me tell you
dude i heard the long end is sticky bro that's all i heard from you today man amazing boys i'm telling you the the real way the way
of the warrior the way of the warrior it's it's a one path direction from here i'm telling you
what you're gonna get is you're gonna get into an interracial marriage i'm telling you you're
gonna create a superhuman right that superhuman then is going to be able to breed with another superhuman and
design that baby 6'6 250 delts the size of the moon boys what like what are we talking about
bro basically and androgynic bro that's that's that's that's and and androgenic bro he's like six five six six and 250 bro he's a
boy you're gonna be able to design your kids you're gonna be able to make them look like
whatever you want them to look you can already you can already design your kids already via
ivf and pgd well study two back in the world's fair back in and a lot of people don't know this
jerry seinfeld's father was an incubator baby
back in the day you're able to go to the world's fair that's wild and you're able to get a child
in an incubator and grow the thing right you could you could see the same thing
especially like you see a lot of twins and triplets and whatever via IVF, right? But from that similar technology, you can screen for genetic diseases,
gender, and all these other superficial phenotypes, right?
So I think that's already going on, and you could see it in the royal families too.
Like, why are they all men, right?
But I think that technology has a lot of potential,
but people have been literally repeating this for, for like 10, 15 years now.
Hey, what's going on, Grant? I saw you requested. How are you, brother?
Hey guys, how's it going?
Doing great, man.
We're just talking about peptides. You got to tell us about 10X Health.
Also, we saw, I saw on your brother's timeline, timeline by the way a picture of you and him back in the day
man you were you were young in that picture brother oh yeah that looked good well you'll
look back on all your pictures and say the same thing yeah did you guys notice that trump i've
been saying for a couple days now that trump had some people come down and ask about housing two weeks ago, two Mondays ago.
And I've been waiting for him to drop the idea of accelerated depreciation or a single family home.
He dropped that today, by the way, in Davos.
Oh, nice.
Dude, that would be so big. I don't know if you guys understand what that would do for housing in America, but it would be bigger than 2% interest rates.
So I saw your tweet, Grant, about the math, and I wasn't tracking on the math.
So if you can break it down, Barney Stout, I'd appreciate it.
Oh, okay.
So let's say you buy a $500,000's say 400 000 of it is the asset the building itself
not land yeah you today you're able to write that off over you know most of that over 27 years
when you're an institution and you're buying investment, you write off most of that in year one. It's accelerated bonus depreciation.
So, you know, I told his administration, I said, guys, it's already been approved for institutions.
Just ask Congress to extend it to the single family home and you'll have the biggest fucking housing boom in the history of the United States of America.
Like, it'll be massive.
It'll be way bigger than waiting for interest rates to get lowered.
And it costs, it benefits the taxpayer, benefits the middle class.
And it'll cause people to sell their homes, or I'm sorry, to buy a home,
despite what the rate is.
despite what the rate is.
So today in Davos, he just, he said,
okay, hey, what if we were looking at extending this?
So you would take the 400 grand,
rather than distributing your depreciation
over 27 years for simple math,
you would take it all this year.
You would take it as a paper loss against earned income.
And let's say you earn80,000 a year.
Well, you don't have taxes for five years.
People would buy fucking homes that don't want one.
Yeah, exactly.
That makes sense.
Okay.
Very cool.
So what's next?
You basically got to get Congress to do something on this
to make it a reality for the average American?
Well, obviously he's got to see the interest.
The guy wants to do
something to
loosen up the housing.
Only thing that's not
in his favor right now, if he could pull
that off. He wants to do that
without destroying the equity
that
half of America has.
He doesn't want to destroy their equity.
So this would be a boom, man.
Look, I'm not a big single family home guy.
I think they're terrible investments,
but it would be back in the nineties.
Most people don't know this,
but back in the early nineties,
when you bought a,
when I bought a $4 million piece of real estate, I wrote all of it off year one.
So every investment was basically a return of equity when you purchased it.
And then what changed the laws?
Say again?
What changed after the 90s then?
Was it laws? Well, you just couldn't write it
all off in year one you know as slowly they're trying to take away those depreciation laws
very cool well if there's anything we can do to help move it along happy to do it
yeah we'll just reshare that reshare that uh post, you know, because he sees that shit.
I know for sure.
I mean, not 100%, but he looks at X.
He sees certain people and what they're doing and talking about.
It's almost faster to get a message to him there
than it is to try to send something to DC.
All right, I'm going to drop that link into chat
so if everybody sees it and can reshare that for you,
that'd be awesome.
Yo, Grant, what do you think about this whole looks-maxing thing?
About what?
Looks-maxing.
Look-maxing. I don't know anything about it no
looks uh someone explain what looks maxing is to grant
it's basically maxing out all of your physical facial facial features you
train in the gym clean diet and you stay away from anything that bloats your face
um and you maximize skin care hair hair care
routines um yeah basically everything physical that you can max out uh teeth whitening strips
um yeah basically anything to improve your looks and you stream you put that i mean
the reason i don't know what that is is because i don't need any of
that yeah that's basically what it is oh yeah and bone matching for metrosexual right like
it's been rebranded metrosexual has been rebranded right back when uh metrosexual dude was that was
the on-ramp to being gay come on exactly these are
people that are not serious people about leg day they have no idea what leg day is they're
only optimizing their tinder profile photo basically and also uh like hair transplants
like the moment you see any sort of thinning like it's it's it's hair transplant time it's that that's that's another trend that's like up into the right i'm
not sure why um many people get hair transplants and like it doesn't even work um like a bunch of
strong men have gotten hair transplants like half thor bjornsson he got a hair transplant he's still like half of his dome is still gone so um dude if i was
losing my hair i would just i'd own it i'd own it and i'd be bald and i'd be fine with it
the issues of the guys that try to hold on to every last strand like that is the
it's like brother you just dude it's like bitcoin they're holding on for dear life
hodl hodl your hair brometheus what why did you shave off all your hair what are you talking
you had a long mane you had a long mane before bro oh yeah yeah my hair used to be super long
not anymore then i actually had to look not homeless you know i mean that was kind of the was that during the hog pen yeah that was
back in the old hog pen um that was back in the old hog pen gosh that must have been the life dude
that must have been the life plane raid the darkness all right oh boy so
joe brother how are you man i'm i'm terrified with this market give me some
terrified give me some hope you're terrified about joe's got a good head of hair i know man
i've got prometh what are you talking about i've got prometh look i've got prometheus saying that
the the long end is looking oh my god you know how i got when we talk about the long end i'm not sure what
that means for my all coins so frustrating guys getting an all-time high today in iwm all-time
high i know isn't that aren't you excited about that i mean that i'm i'm pumped man this is uh
this market looks primed um i mean look at the reap why are the key why are the cues not in
price discovery i'm shocked shocked. This is insane.
Aren't the queues like 2.5% off the all-time high?
What are you talking about?
Something like that.
They should be roaring in price discovery.
It's been like three months, Uncle Joe.
What's going on here?
What's that?
What did you say?
Who's playing music?
Alexa, stop.
Sorry, my doorbell went off.
A little bit of Depeche Mode.
You know what?
Uncle Joe using AI
live on the space.
No, it's Depeche Mode.
Depeche Mode, man.
No, I just can't get enough.
I just can't get enough of new all-time highs from IWM.
No, that's my doorbell. Sorry.
But, yeah uh is that
is that pal knocking you know you're too young you don't even know who depeche mode is you have
no idea you have no idea it's uh i do i do for you it's all the six seven bs and all this no
you know what you know what looks maxing was called in the 80s it's called taking a shower
and cleaning up that's all it was called it was called like we used to call people who didn't look smacks bumps they were it
was chess king that was the store back in the day right joe yeah everybody if you didn't take care
of yourself you're a bum today like bum is the norm like some guy walking out you know i saw this guy
dude what's up with a younger generation joe all these children or not children but these kids these the younger generation these 15 year olds what's with
them they literally want to look homeless exactly like i saw a guy walking in with bags on his feet
he might have been homeless actually but why is the vibe now to look homeless like their hair is
like rough and like dude i don't know i don't know get yourself a suit get yourself like a yeah a
decent haircut okay i just don't get it uh none of this i woke up and now i'm here like who does
that this is a civilized world we need to take personal responsibility and pride when you you
know when you go about in the world you should do something with it lobby people should notice when
you enter a room i feel like they notice when you enter a room lobby i've never been in the world, you should do something with it, Wabi. People should notice when you enter a room. I feel like they notice when you enter a room.
I've never been in the same room with you.
Yeah, I am a
large and tall man.
They have storage for that.
I'm like two inches shorter than Tucker, though.
No, I think Prometheus
is taller than Tucker, I think.
I think Prometheus is like...
In all seriousness, you do need to listen to Depeche Mode
just a little bit. I mean, if you haven't gotten into it.
Yeah, I know.
Every time I come in here, you hadn't seen Rounders.
Remember that time?
I did see Rounders.
That was awful.
I did see Rounders, and I know Depeche Mode.
It's that song that goes like, words like violence, break the silence.
They made more than one song.
I am happy to report.
But yeah.
But Joe, so when are the keys going in price discovery, man?
That's what we want to know.
I think we break through this.
I think we break this gridlock because we've been in gridlock for months now.
That is a true statement.
I think we break through this with the FOMC, which is coming up on the 29th, which is next week.
So I expect these things to be breaking through.
It's been frustrating.
I won't lie.
I won't.
I thought I was going to move quicker.
But here's the thing.
What is moving?
What is moving is, I think, going to be mostly a lot of winners this year.
Like, I think I continue to expect Intel.
What's that?
Intel.
I thought you said Intel. What's that? Intel. I thought you said Intel.
Look at emerging markets.
Look at VXUS.
Look at IWM.
You know, your winners tend to win for a while.
And they've got clear momentum.
And I view that as a healthy rebalancing of the market.
I don't view it as bearish at all.
I think it's magnificent that Bitcoin is still hanging around 90K. You know, we're like what?
Like almost, what has it been?
Well over 60 days since the 80K bottom.
You know, you've got some of the mega caps at or near all time highs.
Yeah, I mean, I'm very, very optimistic here.
I want to get this FOMC behind us.
And, you know, the big thing that
I think was, I mean, you saw the reaction, right, with, and I know you guys don't care about media
narratives, and I'm sympathetic to that, but look at the reaction once we got that, you know,
detente about Greenland, which was a surprise to no one with a thinking brain. Everybody,
you know, I think expected that to come. fact uh i'll give nick g who's on here
um i was at a space with him a while back he he had a tweet like literally he nailed it he's like
by when trump likes to start these configurations over the weekend and by wednesday they're over
right sure enough by wednesday they're over hey joe i got a question for you oh did he just drop
off no i'm sure man, what's up?
Question. What are your thoughts? I mean, one.
With the new Fed chair, do you think how do you think the market is going to digest it?
And do you think it's going to be good for the market or like because my thought is, is Powell has been a stabilizer.
And I mentioned this before you get it, got in here.
Powell's been a stabilizer for the markets largely for the past three years. Right. And Trump has been this chaos of agent,
like you just, like you just mentioned, right. He's been this chaos agent and those two forces
have kind of, you know, you think they've kind of counteracted one another. Right. But now the new
fed chair is most certainly going to just be, you know, underneath Trump's arm and can be kind of played as a puppet, potentially forced into, you know,
more rate cuts. What are your thoughts on that? Yeah, no, it's a great question. So here's,
here's the deal. I think it was a big move when he essentially ruled out Hassett. And for those
that aren't following the head Fed chair horse racing,
which, you know, that's a pastime of mine,
go look up what Warsh has said in the past.
Warsh was hawkish into 2008 when the banking system was like on the verge of collapse.
Warsh, by the way, has one of the probably the worst track records
during his tenure as a governor. Just awful. But the reason why I think it's interesting is that
if you were looking at like the lapdog in the race, the guy who would face a ton of scrutiny
to get through the confirmation process about just being beholden to Trump, it was
Hassett. So by Trump ruling him out and, you know, he did it in his typical Trumpian way where he
came out and he said, oh, I really like you.
You did a great job on TV.
I got to keep you where you're at.
I'm paraphrasing, but he said something like, we're going to have to keep you where you're at.
By him doing that, he effectively ruled out the lap.
And that's when the prediction markets all moved against Hassett and said that he has a very low chance.
He effectively ruled out the lapdog.
So the leader now is Warsh. And he, I mean, I think people still think Waller has a very low chance, he effectively ruled out the lapdog. So the leader now, you know, is Warsh.
And he, I mean, I think people still think Waller has a chance.
I don't.
But, you know, if the betting market started to be trusted and he is the clear frontrunner,
he's politically protected, I think, from the accusation from his enemies,
Trump's enemies, that he's just going to put a lapdog in there.
Because there's probably few people on record that have been more hawkish than Warsh.
And I view that as a positive, right?
His longstanding record of, you know, the central bank is too easy.
The central bank has had too much relaxed monetary policies.
Those statements are going to protect him. And yes, he will get the grilling from the Senate Democrats about, you know, he's been being, you know, Trump beholden Trump.
But there's not a whole lot on paper that's going to tie him to easy monetary policy. His whole record has been, you know, a hawkish policy.
So it's smooth through the confirmation process. Now, I have said this for months.
Like, to me, it's anyone's guess what actually happens when he gets through.
So in other words, for me, there's like the story of, you know, what his candidacy is going to be.
And I think the media is going to try to paint him out as just Trump's lapdog.
But there's going to be protection based on his record and his rhetoric over the last, you know, 10 years plus.
And that's going to help him get through.
And when he gets through and gets in there, then the real story starts.
And what is he going to do?
Is he actually going to just cut aggressively?
I know that Joseph Wang, the Fed guy on here, he still thinks that the market is underestimating
and underpricing the potential for significant cuts coming up when the new Fed chair takes
hold. And then the other
key issue that I think people are, they've kind of forgotten about is that, you know, I was,
I was really struggling, and this is not directly answering your question, but it's relevant.
I was struggling to understand this leak about the subpoena to the Fed and Jerome Powell coming
out and saying that, you know, the threat
to the Federal Reserve and its independence is that issue. And why was he doing this? Because
it doesn't really make a whole lot of sense in a first order thinking. Because just think about it,
he's got like four or five months left. If Trump really went through and there was a prosecution
and litigation trying to remove Powell, by the time it actually got to any court of meaning,
like the Supreme Court or courts of appeals, it would just be too late. He'd be done anyway. So why do this? Why do this? Well,
the reason that I think he's done this is because I believe it is a pressure point to get Powell to
resign his seat. Now, remember, his chair tenure ends in May, but he will still be on the board.
He will still be a voting member. And if you can force him out and potentially force out Lisa Cook, both of those, you basically get full control of monetary policy.
You get two more appointments.
Even if his tenure is done with this constant threat, the dangling sword of potential criminal indictment is going to be enough for him to just say, look, I'm done.
I did my tenure.
I finished my position as chair.
I'm just done with the board.
I'm not going to sit around for two more years in a really awkward role as a former chair.
Most of the time, former chairs just resign.
They're done.
But Powell might be thinking, oh, I need to protect the institution.
I need to hang on. And if Trump can get both him and Cook out, that's massive.
You know, we could we could be having significantly lower front end interest rates.
Man, so Trump is going to be like the Fed chair in many ways.
He's going to give the rules, which is, as he says, Uncle Joe, he's going to double the Dow right after it sends past 50,000.
I also was hearing some rumors as a side that they've been consistently funding at the front end, right?
But that's been the Yellen policy for years, right?
I heard a rumor, Wabi, that because of the election year,
that they're contemplating even a higher bills issuance and fewer coupons being issued in the latter half of this year,
which will obviously juice equities, you know, obviously going to the midterms.
If that happens, that's massive too.
Yeah, that means all season is going to happen then.
I'm excited for that.
And my favorite Uncle Joe, low caps, low caps, low caps, low caps.
Sandisk is a monster.
This thing is up like 1, percent over the last uh five months and what's crazy is
that the trump administration for for the stock market has been extremely well and historically
it's like democratic administrations that are usually better for stock markets but this is uh an anomaly and where's the where's the ta bobby on eem tell me about the
emerging markets ta who's who's got that okay so i'm pulled up who's who's um what's the what's
the monster is should i beg calls with an 80 strike on emerging markets hold on hold on uncle
joe let me pull up let me pull up Google right now and put EEM stock price.
Tell me the leap straight.
Give me the leap straight for EEM right now, Bobby.
Financial advice.
Leap straight.
Okay, okay.
So I'm pulling up the max chart on Google on EEM.
It just broke out.
So perhaps I would get some calls.
Perhaps. That sounds very wishy-washy i i i i i would max
like like you know like a max chart like like no no no i'm pulling up like the history like the
whole history of uh of eem right that's the i shares msci emerging markets etf did you know
this existed before i was asking you about it nope did you think i was talking about an altcoin probably man knowing me possibly you don't know
about the pest code and you don't know about eem in the same conversation this is insane i know and
i still haven't seen uh rounders with uh with matt damon which is uh crazy but i have seen that movie but anyways
yeah perhaps uh some okay what happens at the end you've seen it firing see like rounders he makes
he makes his i'm gonna spoil it for all you people he makes his money back um and he walks away with
like 28 or 25 grand uh to walk away with and that's like a bigger net worth than half of
crypto twitter you realize that and that was in the early what was that 90s it was late 90s yeah
yeah that is in the 90s so that's like that's like that's like uh 150 bands right now maybe
back then the dgens played poker they didn't just uh you know gamble on all points yeah yeah and then uh he has a last conversation with uh
his ex and he just walks away which i think at some point like a lot of people are just going to
walk away many people from crypto twitter eventually just walk away and they don't
really like talk markets or any stuff like that can't blame them um but uh yeah that's kind of what
happens at the end of uh at the end of round just like bit i liked it a lot better i liked it a lot
better than boiler room yeah boiler room had a had a crappy ending it was a great movie but it was a
bad ending and they kind of tossed away ben affleck's character um going into like the second half of
the movie and it turns into this like weird drama um i also don't think wolf of wall street aged well
that movie did not age well it's not timeless it was just like kind of like all right we're going to come out with this movie right as um i think the s p
500 and the nasdaq were going into price discovery right when that movie was released yeah and then
people stopped using quaaludes too that didn't work well and jordan was trying to sell his own
system of how to get rich after he'd gone to prison huh yeah i think that guy actually tried to come back um last bull market
like then the covet era he tried coming out with like an nft and a coin and it's like yeah now he's
just he's just in his little bubble now he does he's not really active okay get back to the ta
i mean it looks i mean it looks it I mean, it looks good, Uncle Joe.
Like, it looks like...
Are we heading for 80 by the end of the year?
What does the chart say?
I would assume so.
So the chart says that it's probably going to copy what AMD did, right?
AMD broke out after a multi-year compression, made a new all-time high.
And I would say even more recently, the Nikkei right talking decades of not making an all-time high and when it broke out
I got another one for you tell me the TA on EPOL on the KRE oh no no EPOL you know what that is I
watched that guy I got a little I got a little sweet taste of it a couple months back.
E-Pol.
E-P-O-L.
Do you know what that is?
That's from Poland.
$5 if you can tell me what that is.
It's Poland.
It's the Poland ETF.
I know.
Oh, you own some of it?
No, no, no.
Because we were talking about looks maxing, and I know this Polish girl, and she's into markets.
Yeah, the Polish always looks max.
So what does the TA say on ePoll?
Are we going to 56?
It's close to making an all-time high.
I know the all-time high is like right under 40.
Why do you think that's happening, Bobby?
What's the fundamental driver of ePoll?
I honestly have no idea, if I were to be honest with you.
I have no idea at all.
Yeah.
Isn't this market talk?
I mean, you get no clue?
I have zero idea. Okay, you guys are doing on in the poland economy
emerging and developed markets outside the united states this is a market talk special
i gotta go but next time we're going to talk about this just tell me why e-poll
is about to put in a high not seen since 2010. i really love to hear that okay
especially from prescott and Matt
and all these other smart people.
Oh, I even see my buddy over here.
I got a thesis.
Okay, go ahead, Matt.
You got one minute.
Is it because of energy or something like that?
No, one minute.
Okay, because what if the U.S.
no longer has Poland's back?
Poland needs to spend on their own defense.
They need to spend on their own infrastructure.
They've got a Gliath to their east and eu is weak so who's going to defend poland if not
themselves okay one one final one matt reconcile this one then okay vx ux yeah it talks about this
a lot vx yes this is the vanguard total world excluding US markets VXUS okay why
is it up only this man this my friends look at this chart what's the TA say probably yes
are we saying trade trade the trade away from US is on it's are we heading to 105
what is it right now I don't I'm not looking oh my. Oh, my God. I mean, I'm just saying if... I mean, it's going higher.
Sure.
I don't need to look at it.
It's hard to know that trade away from U.S. is absolutely on.
Every time Trump, you know, what's new now?
Greenland, no wait, he means Iceland.
No wait, it's Venezuela.
Like, all of that does is just fuels the buy anything except us uh trade and I think that's
what's causing you know a lot of assets gold silver vx us you name it so Matt uh Prescott
Wabi Prometheus why aren't you guys all oh Zach I didn't mean to leave you out why aren't you guys
all fully ported into foreign stock markets right now with call options?
Well, I can tell you the Department of Work, I can't do the foreign ones.
Bitcoin is my international exposure.
That's a great point.
That's probably the best answer.
Yeah.
What do I need to sell?
Do I need to sell Bitcoin to buy VXUS?
Hell no.
Yeah, the long end is a little sticky right now.
That's why I'm not, you know.
Yeah.
Okay, well, guys, we'll talk next time.
Good chat.
Wabi, your homework is Depeche Mode.
I'll talk to you.
See you, Jeff.
Okay.
Good talk, Joe.
Matt, what's going on?
Yeah, what a great space.
This has been fire today.
I love hanging out with you guys.
Thanks for including me. Yeah, it's been a great space this has been fire today i love hanging out with you guys thanks for including me yeah it's been a great stream how's it going bro how are you doing great good uh i
think the trump taco yesterday midday the intraday taco was spot on look you got decent follow-through
with the indexes um major reaction from the MAG7.
And they haven't even reported earnings yet.
Again, you know, I said it yesterday in the stream.
I'll say it again today.
I think that was just another higher low.
And this next rally, I think, punches a hole through S&P 500, 7,000, and NASDAQ, 2,400.
I think it's on.
Joe listed a bunch of them, but you have way too many catalysts that if they line up bullish, it's too much.
The bears will capitulate and give up their lines of resistance.
You know, he mentioned FOMC.
Obviously, you're in the middle of earnings season and the biggest, best companies have yet to report.
No one thinks no one's worried.
You know, you just had GDP, Atlanta Fed tell you again, it's somewhere between 4% and 5% and they don't see any slowdown in sight.
You know, you'll have jobs week coming up as well.
But we've had very good initial jobless claims all throughout January.
No sign of softness there. if whether you believe it or not, all it takes is for the Bureau of Labor Statistics
to see somehow the participation rate
of job seekers decreased,
and then therefore they can make
the unemployment number decrease too.
That is too, that's just so easy.
That is just too easy.
So, I mean, if this is literally the hurdle
that we have to jump over, it's barely a foot
off the ground.
And again, you don't even need five out of five or four out of five.
Like three out of five, it's plenty.
Like if earnings come in good and of another cut, up we go.
There's just too much in the bull side of the yard.
And I don't like the hand that the bears are holding, to give a mixed metaphor.
Max, what does taco mean for those that are listening?
Trump always chickens out.
Trump always chickens out.
Normally, this time last year, with the Liberation Day, it took him a whole month.
We remember how painful it was watching markets capitulate lower from late January, early February, all the way into March.
You could even say early April.
But that was a month long of pain.
And it seemed like every fresh week there was some new terrible headline.
But eventually, he pivoted.
And we don't have 50% tariffs on Europe. We don't have 150%
tariffs on China. We don't have any of those crazy numbers that he initially released
on those plaques on Liberation Day. That's the trade. It's just like, eventually,
because he's no dummy. He's not an idiot. he's a lot of things. But when he sees the markets capitulating, when he goes and looks at his, when he goes
and looks at the Dow and the NASDAQ and the S&P 500, just having red candle on red candle
week after week, he knows what's up.
And he listens to his billionaire friends.
Yeah.
So, you know, you can make fun of it.
You can accept it.
But I just want to make money off of it.
Trump always chickens out.
The art of the deal.
Right.
Yeah.
I mean, yeah, it's not an idiot thing.
Like, you push as hard as you can, things start to break,
and then, okay, I'm going to back off a bit.
Like, I get it.
It's not how I would do things.
Maybe not you either, but, like, I get what he's doing.
And if you see that, like, oh, he's not actually going to push things over the edge,
he gets right up to that cliff, He gets right up to that cliff.
He gets right up to that point and then finds a way to, you know,
a middle ground or, oh, did I say that?
I don't remember saying that.
I don't think I ever said that.
I'm taking it back.
Like, you know, fill in your excuse here or there.
But the answer every time, every single time has been just buy your buy whatever's
on your watch list and hold your breath for a week or or even as short as 48 hours as we saw
this these past few days and we're a hell of a higher than we were uh tuesday wednesday so Tuesday, Wednesday.
Well, guys, is there anything else that you want to mention before I wrap up
today's show?
I'll give it just like
a question in D.C., definitely send me
a DM. Love to chat.
Yeah, no problem, man.
No problem.
Well, guys, I'm going to go ahead and wrap up today's show.
What a – wow.
What an incredible stream, honestly.
Over three hours of awesomeness.
So many speakers, man.
So many heavy hitters.
I want to thank all of you, each and every single one of you that came up to speak.
I want to thank Matt, Prometheus, Zach, Prescott, Grant, Cardone, Mike, Alfred.
I want to thank AfroDuck.
I want to thank Evan Aldo.
Small cap sniper. I want to thank AfroDuck. I want to thank Evan Aldo. Small Cap Sniper.
Man, I'm pretty sure I'm missing a few.
Bitcoin AI guy as well.
Shout out to him.
Shout out to all you speakers.
And same thing with every single one of you that are tuning in live right now.
Thank you all so much.
Whether you're listening live or you're listening to the recording.
Thank you. Thank new here and you've been enjoying the content
over the last three plus hours and you've enjoyed what uh has been discussed here feel free to give
the because bitcoin a follow and also all the speakers guys i go live here throughout the week
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but also uh our free live streams guys and for those
of you that are looking for something a bit more private we do have an inner
circle alpha group that link is in our bio multiple channels covering all
things crypto markets on chain and also equities we also have private live
streams on there which are archived in a separate channel with myself and all of our other analysts and we also have for all of you guys that are a bit more advanced
trading these markets we do have our own trading terminal called bb terminal with dozens of
indicators and also on-chain order execution coming in soon as well as a mobile app and also
some uh very cool products if you guys like using things like hyper liquid we do have
something that will be integrated with hyper liquid that'll be coming out soon guys so feel
free to follow not only the because bitcoin account but also the bb terminal account that
is in our bio and for all things inner circle alpha group you can check the link in our bio or
my bio or any of our affiliates's bio my personal profile is here
up on the panel as king lobby you guys can check out the link that's in my bio as well you can
check out all of our premium packages and not only can you do that but you can also check out any of
our testimonials from our customers see what they think about and if you have any questions in regards not only to our inner circle alpha group but also our BB terminal you
can send us a DM via the because Bitcoin profile or any of our affiliates and
we'll get back to you within 24 hours guys any questions that you may have any
comments or any feedback you can send us a DM and we'll get back to you but nonetheless guys that's some of the products that we
offer on the premium side and some plugs for some of our other shows that we have
throughout the day so here because Bitcoin we have something for all of
you whether you like live streams whether you want a hive mind group to
seek alpha and produce a phenomenal trades here in these
markets and also learn most of all education we have something for all of you so welcome welcome
guys to because Bitcoin we hope you find a home we hope you find a family here and once again
feel free to give us a follow and feel free to tell a friend to tell a friend about what we do here at BB. Navigating these markets by yourself isn't the easiest,
but with a community that's been around for multiple years,
through the ups, through the downs, and also through the crab,
we'd be more than happy to welcome you all.
So with that being said, once again, shout out to all the speakers.
Thank you all so much for coming up on the show.
And shout out to all of you guys that have recently given us a follow or have been with us uh for the last few months or even
years for some of uh our og listeners thank you all so much for the support my name is wabi i'm
signing out i'm gonna go ahead and train now thank you all shout out to my lord and savior jesus
christ for allowing me another day of health to talk markets with you all i don't take any of
this for granted and i'm always grateful to uh learn from some of the speakers here up on the panel and just
talk marcus with you all but uh regardless not regardless but nonetheless i'm gonna go ahead and
i'm gonna go ahead and uh wrap up the spaces so thank you guys so much and i'll see you all the
next one take care guys bye bye we'll see you all tomorrow the next one. Take care, guys. Bye-bye.
We'll see you all tomorrow at the same time at 3.30 p.m. EST.
Take care, y'all.
