Market Talk- CPI &PPI come in cool! Sol & PUMP to new highs!? 130 BTC?

Recorded: Sept. 11, 2025 Duration: 1:28:32
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Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you.ご視聴ありがとうございました Oh, yeah. It's a feeling in the heart, and even with hope is gay, so
Red giving hope against your own hope
There is so much at stake, it seems our freedom's open against the rules
Got the problem with this man, is it easy for us?
I'm not going against just us can't
just about
come on Oh There comes surrender Though a God is so strong
His spirit cries together
He cannot so
The crying in the air
Knows it's you against you
It's the paradise that ties us on
It's the world of wills
It's the heat of attack It's the battle of wheels, it's a heat of attack
It's the passion that kills, the victory starts
In a burning heart, just a two-first
It was mine, since I went to my face
It's a rocket star, rising like a spy Oh music Oh Oh hey guys what's going on welcome back to market talk i did take the day off yesterday due to some of the horrific events that occurred.
And, you know, for this show and probably for tomorrow's show, probably my tone is probably going to be a bit more serious, a bit not monotone, but definitely a bit more serious. But guys, we did have plenty of things occur this week.
We had PPI come in yesterday. And I also believe that we had CPI today. And PPI came in a lot
cooler than expected. That is what the Federal Reserve uses for their inflation metrics.
And CPI came in right as expected. So PPI came in cool. CPI came in right as expected.
We did see a little bit of an uptick in housing due to rents.
And as far as just the crypto market in general, we have Sol BTC about to make a fresh higher high on the weekly.
Same thing with Sol ETH.
Pump continues to lead the market.
And we also have Sol USD making fresh local highs after that April bottom.
And we are now back in an environment where not only is sole USD,
sole BTC, but sole ETH leading,
but we also have sole on chain,
absolutely ripping face.
And we also have cards,
which is an asset that I spoke about here on the show at the start of the month, which is holding up very strongly and is very close to making new all-time highs.
And with Pump leading, guys, one thing that I've used here on the show is comparing it to hype over the last probably the last little over two weeks ago.
Pump was trading at point.
Oh, oh, two, seven, two, eight, somewhere along that line.
And we were discussing the revenues that hyper liquid makes and what other products are similar to Hyperliquid that Wall
Street would actually put big money in. PumpFun is the only platform next to Hyperliquid
in startup history that has generated a net income of over a billion dollars since inception.
You take a look at any startup in history, there are no startups outside of hyperliquid
and pump that have generated over a billion dollars in net income and uh i do believe that pump
actually raised a lot less money than uh some of the big mega cap tech names that you now know and adore your amazons netflix's stuff like that
and most of the revenue comes from users how does on chain start how does alt season start
it comes from the users it comes from users man the more users that are active the more people
that are engaged that that's what makes a market not just
one or two whales you want multiple people actively engaged and the trend does seem to be
revenue generating products for the majority of this year if you want to talk about outperformers
in majors you first had hype lead from the april lows, I think it was early April all the way until like, let's call it late June.
Let me just pull up the, uh, the hyper liquid chart up here.
Um, yeah, up until like late, up until like late June,-june we're hyped first touched 50 and then
about two months after that uh you had eth actually lead and right as eth started to cool off at 4800
4700 that's when the pump started to uh really pump off of those lows aggressively and it's honestly crazy how long pump was just
consolidating um below a bill um yeah it was trading for quite some time below a bill in circ
and we do have ray cuts happening in a couple of days. And that meeting, guys, is expected to have an announcement
where quantitative tightening should be coming at an end if,
and that's if, we just pay attention to the language that Jerome Powell had used
during Jackson Hole, where he said verbatim,
the Federal Reserve is now in line to shift monetary policy. And monetary policy over
the last three plus years has been restricting liquidity via quantitative tightening. And the
only other time period in history, if we look over the last 10, 15 years, where they stopped quantitative tightening would be going into the second half of 2017,
where then we started to see the basis of U.S. exceptionalism coming back.
And you started to see U.S. markets outperform broader markets.
hotter markets and speaking of equities we also have the iwm making new year-to-date highs
and you've been seeing the iwm um just chatting very very very slowly over the last few weeks and
over the last few weeks and we are officially back at post-election highs which is that that
240 mark so if we do end up getting a weekly close here tomorrow at uh 242 let me see that
yeah 242 we would match that pico top, which occurred the day before Thanksgiving.
So I think the difference here, guys, is just the massive capitulation that we experienced at the start of the year,
where we saw the indices marked down by 20 plus percent, Usually the drawdown of these small bear markets that U.S. equities have had over the last 16 years or so since that March 2009 low, we haven't really had a greater drawdown.
In the ETFs, your IWMs, your Qs, your S&Ps, typically the drawdown is about 20 to 30 percent and i think the
s&p drew down by like 23 the mcnasdaq drew down by like 28 27 and you had some of these names like
nvidia having trillions wiped off of their market cap that's honestly insane in in six weeks and
market cap. That's honestly insane in six weeks. And if you just take a look at like how massively
oversold things were on a macro timeframe, something as simple as a, uh, as a sole BTC,
for example, um, we were so oversold that we nearly, we nearly retested that level of when Solana was at $8, $9.
That's insane.
That's honestly ridiculous, if we're being honest here.
And even if we look at something like Others BTC, I think this bull market has so much room to grow.
This is the longest uptrend that Others BTC has had since 2023. And if we just take a look at
what happened in the equity market, we just have so much confidence to extend this cycle a lot higher
you see gold making all-time highs the dollar keeps on depreciating and the fed is going full
on zimbabwe mode over the last over the next year year and a half um if we take a look at these
four-year cycles that people love to, then the bull market is apparently supposed
to be ending in six weeks.
18 months after the halving is usually when these crypto bull markets have come to an
But I beg to differ.
In the 2016-2017 cycle, the market got nuked because a lot of the money that was tied in the market was trapped in ponzi
schemes like us us i think it's called usi tech um and all the cloud mining schemes and bitconnect
it was the equivalent of what occurred to luna and the indices kept on running until early september
kept on running until early September. And if we look at the bull markets after that in 2021,
the markets topped because the Fed had said that they're about to stop QE, they're about to stop
ZERP, and they're about to hike. And I think it was after that CPI reading of 6%, the markets broadly topped in unison.
Yes, you had the indices mark up a little bit more, but for the most part, everything
was just flat out cooked.
So the avid monetary policy is about to shift from hawkish to neutral to dovish, and Scott
Bessent is still intent on shooting to six to seven percent gdp
the market is just primed for growth it is now it is set in an environment where you will see
these startups going absolutely berserk and um it's really beautiful to see the setup that's happening here where you truly wig everybody out, right? We talk about September seasonality. And if you guys remember on the show in August, as ETH was rallying, myself and Donnie were saying, you know what? September is going to be green. This is going to be the most bullish September that the crypto market has ever, ever, ever, ever seen.
Over the last few years since this bull market had started, since the FTX low, the lows are typically in.
They're usually in. Again, they're usually in before September.
They're usually in, again, they're usually in before September. They're usually in before September.
Now, this time the low was in going into the monthly open.
And if you mark out the monthly open across any trending asset in the crypto market, whether it's Bitcoin, ETH, Sol, Hype, Pump PEPPE, they're all up like 10 plus percent.
I think SOUL is up like 20 percent.
I'm pretty sure SOUL is up like 20 percent off the monthly open.
Let me just like check here.
Actually, SOUL is up like almost 30 percent from the monthly open.
That's insane, man. That is honestly crazy crazy we have rate cuts coming in a few days and just take a look at what happened
to the market after rate cuts so in 2023 after rate cuts we started seeing bonk and soul absolutely
chat up um i i still remember when i got on a call with max and i'm like brother we need to make a
video on solana i think solana is about to absolutely chat it's about to mark up aggressively
and for those of you that have been following me in my king wabi account you'll know that
from the lows on soul between like eight to ten dollars I made up a narrative looking back on it it was good but
I didn't really have that much of a bigger thesis and it was the Solana phone you're putting crypto
in the hands you're putting crypto in the pockets of of thousands if not millions of people and
they're going to be using a phone where they're not even going to notice that they're dabbling in
crypto and I think that's a huge product market fit and it's something that's tangible people be using a phone where they're not even going to notice that they're dabbling in crypto.
And I think that's a huge product market fit.
And it's something that's tangible.
People, there are a lot of people that want to get in this market, but they want to do something more than just like buy and hold.
They want to be interactive with it.
And as ridiculous as it may sound to some of the unks in the space, the unks are not
the sole consumer for the cycle. It's the
zoomers. It's the people that are terminally online and want something tangible. And that's
why you see live streaming kicking off to such a big degree via PumpFun, via Abstract, and so many
other crypto platforms. You want this market to reflect what's going out what's go what's trending
in the real world and um with that being said guys i don't want to go on for too long we have a decent
panel here we have donnie prometheus and matt so here's the deal we're going to go ahead and stream
for about 45 minutes tops i really want to make this stream as quick and concise as possible
to give you guys um some some some sweet to the point alpha given that we do have fomc next week
and after fomc the trend has usually been um about a week or two after fomc the market gets crazy
About a week or two after FOMC, the market gets crazy.
And before that, usually a week or two after Labor Day, things start to trend very slowly.
And that's the time period that we're at right now.
It's been close to two weeks after Labor Day.
Well, it's going to be two weeks on Monday.
But usually two weeks after Labor Day and about a week or two after FOMC, that's the
time period where it's kind of your last opportunity
to about what's trending in the market before things send off into the races. And it's very
confluent with what we're seeing in the equity markets. It's very rare if you take a look at
history over the last 20 plus years for Q3 to be this bullish.
And with all the tailwinds we have with monetary policy,
just the way charts are looking right now,
you take a look at the IWM,
which over the last couple of weeks has been outperforming the mega cap tech indexes
like the S&P, like the Qs,
things are about to get absolutely nutty.
And we all know when the
market gets nutty it's usually only for about a month and a half two months tops before
things do nothing and just consolidate and chop but before we officially get started guys before
we officially get started i want to thank each and every single one of you that are tuning into
this show usually this time slot is a peak hour
for streaming so i want to thank all of you guys that tune into the show day in and day out and
shout out to you guys that are listening to the recording as well but if you guys can go ahead
and show some love to the space best way to do that is by clicking the spaces tab. And once you guys do that, right above our profile pictures, you'll see a nice link that says x.com slash I slash spaces.
Go on ahead, smash up that like button, hit up that repost button, and let's go ahead and get the party started.
So I'm going to kick it off as usual and pass it on over to Donnie.
Donnie, the setup is here, man.
The playbook has been unfolding.
I think we said on the Monday show that the market is about to pull off an insane move over the next 72 hours.
And that's exactly what happened, dude.
Exactly as predicted on the show exclusive info
here on the stream during monday's emergency market meeting the playbook is unfolding the
setup is unreal and uh you know what scott besant told that one guy who was bearish on the economy
he said i'm gonna punch you in your effing face that's exactly what scott
said i think we had i think we had a gov a governor chair saying something bearish about like
the regime saying that uh it's impossible to get to seven percent gdp and you look at scott
beset's physiognomy he's a giga chad bro he has the patrick bateman haircut he has
a strong jawline he has blue eyes like that that is elite bro that is elite and he said i'm going
to punch you in your effing face and this trump administration is very very serious about this economy. And even if we look at jobs,
this is a job markets president.
He is adding actual real jobs into this economy,
not these ghost kitchen jobs via Uber Eats, man.
Actual jobs because there's just no way
that everyone is going to be an Uber driver
or a doorjash delivery person
that is the biden economy but um either way donnie what's going on bro i see you got some
charts cooking how are you brother hey bro i'm doing good man um yeah it's been quite weak
basically in the charts um lots of Lots of just ranging price action.
But as of recently, we actually did reclaim...
Oh, if you guys pull up the charts that I shared on the Nest.
If you just pull up the first BTC chart,
you'll see we're now poking into that key upside level
that I've got marked in red.
And prior to that, we were basically having
fake distributive price action the entire time, rallying from the bottom where it kind of looks
like you're going to go for the cleanup of the lows, but you just never get it. And it's kind
of reminiscent of the 74k lows that we had in April and the subsequent up only uptrend that we had from there. There was a similar sort of
liquidity point on the heat maps and just technically on the chart around 72 to 70k,
which we never ended up cleaning up. And that really did leave a lot of people sidelined or
even worse, drawing arrows to the downside at every key upside level rather than looking at it from a reclaim perspective.
So you had, let's say, I forgot the levels now,
it was like 80k or whatever was the level,
99.5k was the level,
they would just draw arrows pointing to the downside
because you did not clean up those lows.
But you have to understand that that's just one part of the equation of the chart, right?
These liquid zones, if you're constantly staring at heat maps and just looking at these
as your main signal for how the chart should play out,
it doesn't have the highest weighting in the overall analysis.
So yes, we can still clean up the lows if we don't clear the zone significantly.
But there's been a lot of progress made, a lot of accumulative price action as well,
specifically at 107.3 prior to this slight uptrend that we've had.
So what rests above 114.9 is just upside liquidity.
So if you get a convincing break of this 114.9,
it makes for a very easy price cascade,
at least up to 121k,
where most of the upside liquidity lies,
most of the thickest part of it,
where price can just cascade straight up to there.
But I think we do have the context for new all-time highs.
And I've been thinking up until, well, over the last few weeks
that equities were going to trend upwards.
I thought BTC would be trending upwards into FOMC as well.
And obviously it is now from the bottom,
but it hasn't made much significant progress towards the 124k high yet.
But then I was just looking back at some,
you know, local price action. The most recent one was July the 9th, all the way to July 14th,
when we came up and hit 123k. As the all time high back then, that literally took four days
of price action. So we're about, you know, four or five days out from the FOMC, which we know we are pricing in some sort of upside
around these rate cuts until then, clearly,
because the Russell and the SPX are going up only, basically,
ever since all of these developments around the FOMC.
If we do get above this 114.9, let's say today or tomorrow,
I think you could have a really sharp rally at least up to 121k,
if not a new all-time high or coming close to it before FOMC.
Now, what happens after that?
I'm not too sure because I've kind of been thinking that it would be a,
not for any bearish reason, but I would
just think that because we've rallied into FOMC expecting rate cuts, that equities would
chill out.
At least the stock market, the SPX, would pull back just for a couple of weeks or something.
Nothing too significant.
No prior all-time high test or anything like that.
Just like literally a local pullback just for a couple of weeks or something nothing too significant no prior all-time high test or anything like that uh just like a literally a local pullback just for a couple of weeks
until we start pricing and more upside so we'll see how btc and the russell react if that is the
case um they could well and truly still go higher while spx kind of pulls back for a couple of weeks
so yeah interested to see uh how the price action plays out from now until FOMC, specifically
for Bitcoin, because as you can see, it's kind of lagging everything else. But it is making progress
from the low. And again, when it does break these key levels, you get super impulsive price action,
which, you know, within a few days, you can be all the way back at a new all time high.
So can't rule out that scenario just yet, because we're right on the edge of that key level break
for me that that confirms with as close to 100% waiting as you can you know because nothing is
100% that the low is in if you cross that with a convincing break so it's super close let's see
if we get it but yeah DXY is trending in the right direction that we want. We want it to go lower.
We know that's going to be upwards pressure on gold.
We know BTC follows gold.
And overall, that's just going to unlock the next batch of global liquidity, essentially.
That's kind of the main lever in this whole macro environment at the moment.
And anytime the dollar has had any significant pullbacks from the inauguration highs,
we've seen massive stimulus coming
out of a lot of the other countries in their economy, specifically China.
So let's see what this next leg down does for the DXY.
I think that's basically cemented in stone.
Yields are also dropping, sniffing out kind of this next chapter of kind of the Fed jumping on board
with the Trump admin playbook of pro-growth, pro-markets.
They've stalled it out for a very long time.
But yeah, I think it's basically happening now.
I think I had one more chart that I wanted to show.
The Iron chart, bro.
You got to share the Iron chart, man.
Iron has made new year-to-date highs.
We've been talking about that on this show since $10.
Since $10, ladies and gentlemen.
At least consistently.
I know Mike was talking about that here on the show at like 4,
but as far as recent man iron
pulled off a 200 move since we've been talking about it pretty much on on every stream and uh
it's insane it's insane but could continue donnie i just uh wanted to to bring some some uh some
small fun to the conversation
because I know that's a chart that we always pull up on the show here.
Yeah, I actually sent that to Mike in his DMs as it had a local pullback.
And I was like, damn, man, this chart has performed exceptionally well,
even better than I thought when I was signaling the technical setup
the technical setup around like $8 or whatever,
around $8 or whatever, saying that it's going to hit $20.
saying that it's going to hit $20.
I sent it to him after it pulled back from $29 to $25-ish,
and I was like, bro, this chart looks like a pre-parabolic chart to me now.
You might get a local pullback to that weekly demand at $21.60 or whatever
as like the worst case, and it didn't even pull that.
It just went straight back up.
So yeah, it seems there's crazy demand for this.
You don't leave a weekly demand block like you did on Iron, right up pressing into the
all-time highs like that if you're not going to break out into a significant price discovery
So yeah, that chart looks crazy.
But the chart that I shared in the nest is kind of the last piece to the puzzle for our cycle this time around, because we know that there's been many pockets of liquidity that have been added to the system ever since the 2022 lows, right? So liquidity has been trending up into the right globally since then, basically. And the only thing that really
hasn't started to pick up in a meaningful way, or really at all
is the ISM, the business cycle, and even the global business
cycle has really been struggling ever since COVID. So we're kind
of going through this post pandemic rebuild globally. and that's kind of where we're at right
now so if the fed does jump on board here and actually does signal you know a decent amount
of cuts they've got their rate projections on the 16th i think that we are definitely going to go
much higher specifically uh leading through the rus Russell and then obviously crypto is just organically going to catch up to that. You can see on this chart, the key level on the ISM is around
50. And every time we've been below that, you've had these massive corrections in the market to
where it's basically marked the bear market bottom. But also when it's above 50, you can see
an acceleration phase in risk assets further out on the risk curve.
As these businesses start doing well, it indicates the liquidity cycle is flowing well.
Credit is easier to access.
Businesses are doing well because there's more economic activity and all that kind of stuff.
You can see on this chart that Russell, the past two cycles, actually three cycles, but the last two were more sort of applicable to actually look at from a data perspective.
The Russell has led the all-time high breaks by a matter of weeks and months for BTC.
This is the only cycle, obviously, thanks to all of the catalyst-driven price action that BTC has had,
basically since 22K, that it's beaten Russell to a new all-time high
this cycle. But now that the Russell is kind of resetting to its normal place of leading crypto
here, I think that it's just going to add a ton of upwards pressure to BTC and obviously the rest
of the market while the ISM is upticking, while the Fed is cutting into
that as well. And even if you just take it from a technical perspective, the ISM being below 50
for the last three years, you can still see higher highs and higher lows being built on this chart.
The last really spike that we had was when they cut 50 basis points last September. And you did
have a sharp uptick in ISM, but obviously, Fed pivoted hawkish around all of
the tariff stuff and the Trump playbook and all this and rates stayed too high. And subsequently,
the ISM has pulled back, obviously, according to all of the tariff stuff as well. So we're kind of
getting out of that now. And yeah, it really feels like we're about to enter a very significant
acceleration across all markets. So but yeah, the one important like we're about to enter a very significant acceleration across all markets.
So, but yeah, the one important thing that I wanted to talk about this that I just find interesting was how BTC has obviously had this catalyst driven cycle, you know, starting with ETF rumors around 20 something K or whatever it was.
And then, you know, getting slow updates around that.
They actually filed for it.
It went through BTC went to around 49K the day that it launched, had a bit of a pullback.
And then a ton of ETF inflows and all of that sent it to about 74K, having a new all-time high before the hump.
So all of this is with a weak business cycle.
Because liquidity was still being injected through other means, sort of stealth QE
measures, but the business cycle was still massively hurt from the COVID cycle and everything
that happened around that. The only people that can access BTC in that time is obviously not the
low to middle income households, the people who
are relying on rates to basically, you know, function or have any sort of economic activity
or prosperity. Only the whales and people that actually have cash or other assets, they can,
you know, kind of rotate into the sector, we're able to allocate into BTC, specifically after the
ETF went live, and you had 300-day reaccumulation.
So now you're kind of, you know, BTC has been walked up to these prices, catalyst after catalyst, another catalyst obviously being Trump himself, very pro-crypto and all the
other stuff that comes with it, passing all these bills.
Now you're having the low to middle income household sort of enter the market at a much
more inflated level as all of
their side of the equation starts to ease. So I just found that super interesting as I've been
thinking about it, about, you know, getting BTC and all of these assets to this point and having
the entire macro picture that we've got now and basically accelerating from here, kind of indicating
that they're going to be slowly piling in on top
of the people who are already allocated to this thing at much lower levels.
So yeah, it's kind of an interesting setup.
Let's see how it unfolds.
But it's looking super good to me.
Honestly, you start chipping away at these key levels on BTC
and get the Fed really dovish around the situation,
you're going to have, I think, a multi-quarter uptrend.
That's including Q4 and one or two or three quarters next year.
It doesn't mean it's just going to be up only,
but it means that you will be having higher highs and higher lows
while all of that plays out.
Donnie, if we just look at also... That was a great cook by the way if we look at the russell
again the russell has done this expedited version of what uh the the cues and the mcnasdac did
from um their peak in march of 2000 all the way to like 2011, I would say.
So if you look at the right on the Russell, if you're like looking at TradingView, you'll see that the McNASDAQ capitulated going into March of 2003, right?
So perhaps that would be like like the covid, the covid drop.
Right. And then the drop that we had recently.
Right. Earlier, earlier in April, perhaps that would be that second capitulation that the NasDAQ had in March of 2009.
And we're just speed running.
We're basically about a speed run 2009 all the way to 2021, in my opinion.
Maybe you see the similarities.
Maybe I'm just crazy, man.
But at least I feel like those two drops right the covid the covid drop and this most recent drop are very similar to that long consolidation followed by one more drop on the iwm to the nasdaq
and kind of like the the framework in which i i want to lay out this conversation, right? From 2011 all the way to 2024, right?
Let's just call it like that.
The narrative was very mega cap tech driven, right?
And we only had one small startup wave, which was from the second half of 2020 to early 21 where we saw multi-quarter outperformance from
the IWM against the broader indices and we saw stuff like ARK Invest outperform like crazy
and of course you also saw startups like Robinhood turn into a mega cap tech
or at least or at least a mid cap tech right um it's not necessarily
mega cap it's not over a trillion but it is a mid cap it is mid mega cap if that's even a phrase
but um where i'm going with this donnie is that the setup that we have here what you saw in mega
cap tech for a decade and a half i i think we're about to see that with
low caps man i think we're about to see that with low cap tech stocks and um just growth in general
and that would precede a narrative where crypto is going to be at the forefront just as mega cap
tech was for about a decade and a half and i mean just imagine that dude imagine a
multi a multi-year outperformance from low caps versus mega cap tech because i mean if we just
take a look at the mega cap tech names how much longer could they actually run and outperform
these low caps which are just waiting for that next liquidity tap. And the liquidity tap is being turned on without there being a pandemic or emergency cuts,
which we saw in 08 and 09 and also in 2020.
This is just a change in monetary policy.
It's a simple change in monetary policy and global policy even.
And I'm excited to see what you
have to say about that man yeah everything that you said there has potential obviously to play out
um but it's it's good to just not zoom all the way out and try and kind of roadmap where it all
leads instead just take what's kind of in front of us
and what we have kind of as forward-looking data
over the next like at least six to nine months.
Again, if you just go back to that chart
that I shared with ISM, Russell, and BTC,
you can see the most recent red zone
that I've marked from 2022 till now on the ISM.
Literally just visually look at that and then look at the Russell price action below. It's almost trading exactly the same as that,
right? So if we're about to enter sort of an economic expansion wave, while the Fed is cutting
into that, while the dollar nukes and global liquidity picks up, you've literally got like the holy trinity of bull market dynamics playing out.
It doesn't really get any more bullish than that.
And again, when the ISM or economic activity picks up like that and businesses are doing well, that typically lasts for a while as it trickles through the entire economy.
So to me, it still looks like we've got all of 2026.
I guess you could be more conservative and say at least Q1 of 2026,
starting from now,
because the Russell's literally about to break all-time highs.
The gold is sniffing out another DXY nuke.
It's actually been leading global liquidity.
If you pull up gold and let's even just pull up M2,
gold has actually been breaking out before M2,
which is why I'm thinking that it's sniffing out the dollar downtrend
or loss of structure, which is just 97.1.
If you lose that, I think it's going to quickly go down to the mid-90s at least.
go down to the mid-90s at least.
Gold already broke out on a high time frame.
Gold already broke out on a high timeframe.
So yeah, I just think 2026 is being heavily slept on
and people aren't really positioned for that equation that I said.
Business cycle picking up, economic expansion,
tons of stimulus, rate cuts, and the business cycle picking up
where everybody feels a little bit more rich
and they're doing a little bit better.
And that money pours into markets.
I agree with that.
Who wants to speak next, Matt or Prometheus?
Either one of you gentlemen can go up next.
Matt, you want to go?
Just kind of give your thoughts on me to go.
I'm fine with whatever.
Go ahead, Prometheus.
Yeah, what's going on?
I mean, kind of weird starting off.
Wabi, you got a question for me or something?
I feel like it's weird kind of starting off.
No, just let – we'll have this be a conversation, brother.
I'm not in conversation.
I'm not in question mode, man.
This is a conversation, not the late night show with Jay Leno.
I try to avoid, like, not for real, dude.
If you look at spaces, when it's just question after question after question, it's just boring it's boring like i agree like put it like
this i i would never do a stream that i would not personally tune into right but i guess like
prometheus just like just to lay out the groundwork right so you know we've got this massive fed
meeting where monetary policy is actually about a shift in a big
way right we take a look at the last three years and i guess this is the part of the show where we
talk on chain now right so we talked majors we talked macro some trad fi now i guess this this
next half of this conversation can be like for on chain and stuff
like that right so piggyback off of donnie yeah yeah we'll get on into it yeah it's just weird
like things went silent and i was like uh no but uh thanks for having that yeah jay leno
that guy's chin um but anyways just big piggybacking off of what Donnie said, you know, and what Wabi said, really structurally, Russell looks really good.
I find it very interesting if you look at kind of the correlation between mega cap tech right now and what a lot of the other smaller and mid cap names are doing.
More specifically, the names that are kind of been at depressed prices and valuations over the last, you know, 12 to 24
months now really starting to pick up across the board and you're starting to see liquidity flood
out onto the risk curve. When you start to see rate cuts historically, um, there is generally,
you know, a lot of people like to point out, oh, that typically marks the, you know, the quote
unquote cycle top before we enter into like contractionary period. I get it. The job market is deteriorating. Like there's no way around that. But there is a window where
typically what you see, where you see rate cuts kind of coming down the pipeline. And there's
like this Goldilocks period where liquidity really has an opportunity to float out onto the risk
curve. Donnie had mentioned, you know, making liquidity more available to the lower and middle class incomes households. That's something that is going to be very, very real. You talk about
small businesses making up a good majority of all the businesses within the United States. I know
me personally, I buy a majority of my goods and food from smaller businesses. I like to support
my local communities, even though it might be a little bit more
expensive than, you know, your Walmarts, your Kroger's, your Costco's, wherever you're at.
I like to support those local businesses, but they can't necessarily shoulder
when the cost of capital is where it's currently at, right? You know, when you have more of a
constrictive monetary conditions, it makes it difficult on them. And that constriction
is then passed on to the consumers. It's passed on to the people that are paying the money.
And then, you know, it creates tighter financial conditions for those, you know, lower income to
middle-class households, like I had said. And really, when we start to see these rate cuts kind of come in, I think you are going to see the opportunity for people who potentially didn't have the opportunity to step into the markets now kind of start to be able to.
I also like what I was talking about with MegaCap Tech and the correlation there between it and the broader market.
We look at the ES today specifically at new all-time highs.
The Russell looks fantastic. And MegaCap Tech, besides Google, is largely lagging behind the
broader indices, where that's something we haven't seen for the past two to three years. We've seen
the S&P kind of dilly-dallying around, just kind of choppy, grindy price action higher,
while MegaCap tech was absolutely ripping
to new all-time highs after new all-time highs, obviously NVIDIA being a big proponent of that,
but the rest of them followed suit. And now what we're seeing is kind of the opposite where
indices are leading and now mega cap is largely lagging behind. And it just goes to show in
correlation and in a reflection of what we're seeing in Bitcoin and crypto right now.
Bitcoin is completely lethargic.
There's no way around it.
I still am targeting 129, 130K Bitcoin before, you know, anything else.
But you're seeing, obviously, Ethereum, Solana really starting to pick the ball up.
You know, Hype and Pump looking fantastic.
Other names across the
board looking really good, more specifically altcoin focused. And ones, in my opinion,
that are really going to lead the way in Q4, these ones that are going to be riding off the
back in the wave, the mindshare wave, and what I believe is going to come is the idea and kind of
the like broader arching narrative heading into Q4 is that not fundamentals,
but the institutional focus on the sector with potentially a Doge ETF. I think the deadline is
October. XRP, you know, what's going to be right behind that? Solana, we're seeing the Solana
DAT, you know, DAT companies come out, digital asset treasury companies coming out left and right.
you know, DAC companies come out, digital asset treasury companies coming out left and right.
Mike Novogratz came out, I think tweeted out today that he's raising, I think a billion or
2 billion to buy Solana, potentially in the open market even, which would be insane.
So the list goes on and on and on. I think the front runners for Q4 are going to be,
like the Chainlink, the XRPs, the Solanas, the Hyperlook, the Kitas, you know, and then Doge.
And Doge ETF is going to be huge for the meme coin space as well.
And just the broader altcoin sector in general is going to prosper here headed into Q4 is what I truly, truly believe.
I mean, the list kind of goes on and on.
You look at total two, you look at total three ESBTC,
a chart that I've harped on for months and months and months now, continues to just shape up
according to what we're seeing with Bitcoin lagging and now ETH and Solana leading the way.
Obviously, Ethereum locally here has looked nasty. It's been kind of just in a liquid environment across the sector,
which is to be expected. You're in September seasonality. Also catalyzed with FOMC, CPI,
and PPI all at the same time. It's to be expected that we see kind of a little bit of a lethargic
price action, some nasty market maker shenanigans, nasty chop within the range, however you want to look at it or say it. But shaping up beautifully here in the Q4, things are looking fantastic.
And what I like to see are things popping off across multiple different chains. I'm going to
continue to harp on that. The more chains that you can have popping off, creating wealth effects
brings much more prosperous environments for traders, right? And for just the
broader sector in general, you talk about Circle putting in like a almost a 20% meat stick today,
I called that out to the discord yesterday at the lows. You know, looking really, really good there.
I think Hype's wanting to issue or like announcing a stablecoin
USDTH, I believe, off the top of my head, which is big for the space continued growth within the
stablecoin sector in general. You just can't underestimate what that does either for the,
you know, broader, larger picture heading, you know, into the future, the integration,
the adoption, you know, what do institutions want and need most, the integration, the adoption. What do institutions
want and need most of the time? They want yield. You got to think about the investor base that is
not young, that are income focused, and they derive that income through yield generation.
So that's big for the space. You're seeing a lot of names try to capture that mind share and
that um kind of whole idea and thesis right now we'll see which ones are successful in doing so
or i guess i don't know capture the mind share the best uh with whatever catalyst may be here
moving forward you talk about gemini ipoing here very soon, also alongside that FIGR,
another blockchain-focused company. Shout out to Enast in the audience. I see him up there,
and he brought FIGR to my attention. So more and more Bitcoin-related focused companies coming to
our IPO-ing now. That is big for the space. The list just goes on
and on and on. I look at structures from a charting perspective for altcoins, you know, just this like
really beautiful accumulation. They're putting in higher highs and higher lows, largely over the
last 12 to 24 months, a really long time horizon. And most of them have had two drives and in my
opinion are gearing up for that third drive. And if you're a chartist and you look at charts and you understand pattern recognition,
it is something where you usually see that third drive typically be the largest of the three.
So very, very stoked for that.
And I think things are setting up beautifully.
Homebuilders, another thing that have been popping off, snipe the lows on that.
You see miners popping off.
I know you guys touched on that. I could go into a four hour long tangent about that. Um, but the monitor,
they're able to monetize their energy now, which is unbelievable. Uh, that is huge for the space,
uh, for the minor space. So things just look good. Like things just look good. Um, and could we see some more shenanigans,
you know, am I going to try to bust out a crystal ball and tell you guys exactly what's going to
happen around FOMC? No. Are we going to get 50 basis point cut? Most likely not. I think it's
actually an issue if we see a 50 basis point cut, to be honest. Uh, but ultimately that'll probably
resolve itself like a week or two after
the meeting and nobody will give a shit about it anymore. And we'll move on with our lives. But
things look good, man. So just kind of rambling off the top of my dome,
what I'm seeing in the markets and kind of what's going on.
Yeah, man.
The DAT narrative, I think it's really similar to what we saw with Sailor in September of 2020
when MicroStrategy started buying some Bitcoin.
We had about a year left in the market, a little over a year left.
We had about a year left in the market, a little over a year left.
And, you know, I see a setup here to where, just as Donnie has mentioned, where the market can still continue on a macro uptrend up until midterm elections.
And I think that's going to be a dip that you buy. Whatever correction happens after that, like this market that Trump has set in front of us, the way he wants to get some things up, I think it's going to take some more time than people realize.
I just don't.
Would it even be possible for GDP to spike up to 7% in 12 months, guys?
Is that even possible compared to where we're at right now?
The issue right now is Donnie touched on it earlier, but we are a services-driven economy right now,
and you really need manufacturing to pick up in a big way for that to happen.
Yeah, so that's going to take like two and a half years then, probably.
Probably until the next halving.
Yeah, that's going be that's gonna be insane man um now that this industry is at the forefront and i mean we have
gold outperforming btc right now at least locally and usually once btc starts to catch up, it pulls off an insane move.
And I think we're in for mania.
At least an echo bubble of what we saw in Q4 of last year.
But is there anything else that you guys want to touch upon?
Or do you guys feel like this is a nice place to wrap up, man?
What I would love, real quick, Wabi,
I'd love a list from you and Donnie.
Give me five tickers each of names that you guys would hold going into next cycle.
Oh, man, that's tough, man.
That's really tough.
Yeah, with all coins, it's really, really tough um yeah with all coins it's really really tough it truly is I mean I can give
you a list of names for the remainder of the cycle yeah I think yeah I think uh well I can't
really say it explicitly because like this is a recorded space and I'm talking about this through
the company profile but like if you're mainly focused in all coins, then probably something like Pump.
We've touched upon this over the last like couple of weeks now on the show when Pump was trading at like one bill circulating market cap.
bill circulating market cap and again like you have a billion dollar company that makes that that
makes just as much monthly recurring revenue about half as much as hyperliquid uh when it first when
it first wasn't wasn't in inception and now you have that same startup pump which is now which is now caught up to the revenues
that hyperliquid has caught up to and the market has put a valuation on hyperliquid of about 55
bill fdv uh 15 bill close to 20 bill circulating market cap and that that product, Hyperliquid, is mostly focused on perps,
so perpetuals. And then you have Pump, which is valued at like 10%, 15%. And their focus
is user onboarding. Their focus is attention-driven, driven right their focus on the next set of users
their focus on trends and they're also focusing on streaming and i gave my thesis on streaming and
content creators in the crypto space months and months ago in like mid-June, early June.
So they're touching actual retail, right? They're touching the younger generations.
They're touching the demographics that are trending in attention right now, right? So
if you take a look at live streams, you look at Twitch, you look at Kik,
those live streams get tens of thousands hundreds of thousands of live viewers this platform spaces it is not scaled to that amount
i think the largest space that's ever been done was by trump and the issues in that space as far as lags, pauses, was insane.
And I think it barely touched like 200,000.
You take a look at a Kai Sanat stream, it's like, that's a slow day for Kai, right?
And I think with the idea of these protocols that make money and they invest it back into their
into their own ecosystem into the chain itself being Solana I think from a fundamental basis
pump is the top all coin from an FA perspective the chart looks exactly how Stay looked in 2023, that nice huge cup and handle pattern.
And they have the most mindshare in the entire space.
And they facilitate to the customers right now what makes an all season the demand, whatever the customers want.
We are customers. whenever we go on
chain we're a customer and they're the biggest facilitator of that right that that phrase the
picks and shovels right for for for gold that's pump right now so pump would be like my top pick
is if you want something that's like super super super liquid and you can size
into it and i'm talking things outside of like ethan soul right like of course soul right now
is going to be like the top major in in alts right if you want like if you want a token that is
is objectively like the Bitcoin of all coins.
It's going to be Solana, man.
When Solana outperforms, the amount of insane trades that occur are very vast.
You had things going to billions in Q4 of last year.
Farcoin, billions.
AI-16Z, billions.
Goat, billions.
The list goes on and on and on and on.
And so Pump would be my top pick.
Second one, I mean, second one, I guess it would be Hype, man.
I guess it would be either Hype or Pengu.
I still hold my Pengu.
I think what they're doing in rwas is insane they have a product
a tangible product a virtual product with their video games that actually gets usage by the way
um gosh top five is top five is different man because then you start dabbling into low caps but
i i i really like cards um that company collective crypt they make like 50 mil a month
just off of their gotchas and i think the uh the rwa meta like this is our all are all rwas man pump is rwa pengu is rwa um
yeah i'm just bullish on rwas man to be honest with you so pump pengu hype cards and then um
it would be ray i think like if ai is going to come back in a big way, Ray is going to be it.
And then Kida as well.
I think Kida at the very least can tap into some of the valuations that we saw with other L1s like an Elrond.
like an Elrond.
Bro, Elrond went to 10 bill market cap.
and the only product that it had
was an NFT marketplace.
So Kida is the only other L1
that has been listed this cycle
outside of Injective.
I think they listed Injective
and Say and Sui,
but it's like the only other
asset that's an l1 that was launched on base and actually is releasing a product right you have a lot of fa products on base that haven't really materialized yet but kita they move pretty fast so i mean that that that would be it bro that would be it i'm not
really um big into memes right now i i'm just not and the reason for that is is because
when you start seeing memes going crazy and i'm talking like the bigger cap memes right like i
am bullish on lower cap memes like Bucky, right?
Everyone knows that at this point.
But things like Bucky, things like Useless, like the newer names, I think they will trend.
It's just like what we saw in Q1 of last year, by the time that happens, and that was the real meme rally, by the way, Q1 of last year.
By the time that happens, I just think AI is going to be right on par with the amount of gains.
So with memes, I just think you have to be selective, in my opinion,
and I just think it's mostly going to be on Solana, if I'm being honest.
That dormant liquidity that's in Seoul is just waiting to pile in.
And I truly think that the reason why on Solana you've seen a lot of these tokens reach escape velocity so quickly,
like we saw in Q4 of last year, things like FWOG, things like Chill Guy, right?
I'm not hating on memes um by any mean
by by like any means am i hating memes i'm not trying to do that here i'm just saying that like
whenever you see the dormant liquidity on soul tap into these new tickers and you start seeing
memes going crazy it's not just memes man it. It's AI as well.
And we saw that last year.
We saw AI16Z pump like crazy right alongside Chill Guy.
We saw GOAT pump like crazy right alongside Flog.
So as a whole, it's just sticking to Solana, in my opinion. So that's kind of like what I'm going to be focusing on until the next quote unquote cycle.
But it's really difficult to try to look at these things like cycles now, just given so, so much on how correlated we are to the equity market.
related we are to the equity market, right? I mean, unless something catastrophic happens,
right? Like if Hyperliquid goes to zero and, you know, pump, that pump website gets taken down and
goes to zero, then I mean, it's 2022 all over again and we decouple, we decouple, right?
all over again and we decouple we decouple right equities bottomed out in october of 2022
and then crypto bottomed out like a month and a half later in late november before equities had
that double bottom in december so like sure we could decouple a little bit but not by much
we're mostly correlated now to trad fly especially with all these dads coming out
and all the etfs that are now in place um if we just take a look at the price action that
occurred this year we bottomed out literally on the same day and we have been did you see
paypal just tweeted out about a potential partnership between them and hyper liquid yeah man i i think i i think
i think if you if you miss the hyper liquid trade at least from eight dollars you simply just have
to size up man like at least the thesis with hyper liquid is coming to pass and the gap between hype
and bnb could actually be filled that that's the trade the trade for hype
is flipping BNB because number one nobody uses Binance anymore bro like
it's it's mostly all decks nobody uses exchanges anymore bro like can anyone
here honestly say that they use the centralized exchange more than a Dex
bro like you just buy your ETH or your soul on coinbase everyone here uses coinbase
barely anybody uses gemini i'm sorry to say it but like we mostly use coinbase or kraken that
that is it that is it man and you send it to your phantom wallet or your metamask if you're an unk
and that's it and then you you stay like that you stay like that and
for the most part i would assume that a lot of you partake in like airdrops and all that stuff and
you know you can multiply your stack like that um the pump on airdrop is going to be pretty fun
i'll say that much um there are rumors that they're actually going to be airdropping soul which i hope they do i hope they actually airdrop solana and not pump token but um either way i uh
i i just think we're just so correlated to trad five but at least at least in the short term right
because our goal is to be here for decades to come.
To be a pioneer in this space.
To be here from the very beginning.
At least for the short term.
Short term being like a year, two years or whatever.
I just think Seoul is that platform until proven otherwise.
And whenever Seoul is proclaimed as dead,
it comes back just as quickly.
Excuse me.
But those are kind of my things.
It's RWA and memes,
but the tickers,
One, Pump, Pengu, Hype, Cards,
and then for meme exposure,
things within the Bonk Fun ecosystem, like a Bucky, like a Useless.
So that's off the top of my head, to be honest, man.
And I do have some dubious speculation that Fartcoin,
again, this is just being optimist even if i don't like hold the token
but perhaps far coin is doing something similar to pepe where it ran to billions in the first like
few months so just to put into context pepe launched in early april of 2023 and within a month it peaked out on Cinco de Mayo at like 1.7 1.8 bill
and then Pepe did absolutely nothing nothing nothing nothing nothing for 10 and a half months
from May actually no nine months excuse me it did nothing for nine months after that drawdown
from the high and then it bottomed out in June it did nothing for close to nine months so if we
overlay that time period right for coin went from zero to billions in about two months it peaked
out at what three bucks or something like that a little under three
bucks so if the high was in january and if we just overlay the time period with uh that huge macro
consolidation that pepe did and what nine months so we're on month eight by next month if farcoin
does start to move in a big way and if that bottom is actually confirmed
that 69 cents then perhaps far coin could pull off like a pepe echo bubble right um and go to like
six seven bucks my only caveat to uh to far coin is far coin was kind of like the one token to bet on pump fun right it was one of the
biggest winners that pump fun has ever seen it was the first token launched on pump fun that went to
billions it was the first one that went to billions actually no i think it was actually
It was the first one that went to billions.
Actually, no, I think it was actually Go, excuse me.
But I do believe that Farcoin actually flipped it, if I'm not mistaken.
But it was one of the few tokens that went to billions that was launched on PumpFun.
And it was sort of chosen as like the token for the trenches, right?
Like your exposure for majors on the trenches and
I feel like after the launch of pump fun token that wasn't really consensus
anymore because with pump fun token you actually have the entire team buying the
token and as a holder of pump you benefit from pump fun success and on
chain success is directly one-to-one to pump
fund to pump fund success.
They are like the blue chip for,
at least for now they are like the Binance for on chain or whatever Binance
used to be as far as leaders for exchanges.
So that that's my take for like other stuff like far coin.
But if the liquidity tab is going to be turned on bro then
like everything rallies and what i say just gets thrown out the window throw a dart basically but
um donnie what about you man like what's your top five or like i guess top five narratives top three
narratives if you want to touch on that before i wrap up here. For me, honestly, it's pretty simple.
I think the whole market's going to go up.
I think the conditions that are ahead are of what we've seen in prior cycles, but stronger.
So like you said, you can basically throw a dart at the wall and just make money.
I prefer to just have a cash position to trade stuff short term and then just keep adding to the same stuff that I've just been consistently adding
basically this whole time. For me, that's Pepe narrative stuff, Fartcoin narrative stuff. I
recently added a big position in Bucky and then the rest, I literally just trade things that are
short term because there is a bunch of cool stuff, right? Even the pump token at the lows, I should
have got into that. I basically just faded that and didn't even look at it at all.
There's been tons of opportunity, but a lot of these new tokens,
they have to go through a large rally and then quite a big reset.
And I just don't want to be left waiting for that reset to play out for the next wave,
which is why I just continue to add on the higher conviction stuff.
I also have a large majority of my portfolio in SUI kind of the higher conviction stuff. I also have like a large majority
of my portfolio in SUI from around the $2 lows. And I've just been, you know, holding that. I think
that's going to do extremely well. Just as the market inflates, right? Same with Pepe. It's just
guaranteed to go up if the market plays out, if ETH does what I think it's going to do, if Bitcoin
dominance does what I think it's going to do. I just prefer to play that longer time horizon, not shuffle my portfolio too much. I literally
haven't changed it since the 74k lows when I opened up that SUI position. So yeah, it's
just very simple for me. I wanted one L1 that's not ETH that can outperform ETH on upside.
I think SUI is going to do that no problem. And then yeah, Pepe, Fartcoin and a bunch
of other Sol memes. I still hold a big bag of
mudang as well. I just think they all go up when the market makers fire the cylinders and then
everyone's looking for this chart bottomed out. Let me get in. Boom, boom, boom. As the whole
floor tends to raise in the entire market and opportunities tends to slip away, liquidity just
pours into things that haven't moved yet. It just happens every time. So yeah, I'm very chilled out with my approach to that. And yeah, in terms of holding stuff until
the next cycle, I will definitely not do that. I will be taking a lot off the table into cash
and just playing bottoms whenever I see them. If I see a big macro sort of red signal flashing in
terms of a cycle top,
even though I don't think it's going to last that long,
I will definitely still sell.
At the most, I will just rotate into BTC.
A large majority of that, but
I'll still keep at least 50% cash,
if not way more.
Good stuff, Donnie. Good stuff, man.
And, you know, you do see things like troll pop up here
and there right um where like they run to 300 mil then they have those huge resets and uh i think
that's the danger with chasing sometimes where it's like sometimes you just simply have to miss
out um i remember seeing troll at like literally at five mil eight mil and i'm like man this thing
could actually be something and then like you just have to end up buying higher but i think the
danger zone is like when you end up buying at like plus 80 mil when something goes from like five mil
to 80 mil it's best like all right bro it's one of those tokens right where it just spikes up and
then it just resets for some time.
And you hold those bags and you see everything else run.
I think that's some of the danger, man.
But dude, definitely with Solana,
here's the difference between Sol and ETH.
I think maybe if you guys want to touch on this too
or agree or disagree, whatever,
we don't have to go on for that much longer.
But with Solana, it's like dormant
liquidity as i said earlier you have dormant liquidity where donnie as you said right they
just click that buy button boom boom boom whether it's eith they do it slowly right it's like all
right the market's moving we're gonna do this very slowly like really methodically, right? Even with KTA, that run-up was like very, very, very smoothly.
You compare like KTA and AI-16Z.
AI-16Z was a straight up and a straight line.
Where there was Kira, it was like really gradual.
Same thing with virtuals, very gradual.
So I'm excited, guys.
It was a great show.
Thank you all so much for tuning in Donnie Prometheus
Matt didn't get to speak
you missed Matt
you missed Matt bro
you just went right on over
but hey this time he decided
to leave but anyways thank you guys
so much for tuning in this is your first time
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So tune in tomorrow.
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Thank you. Thank you. Thank you.
Thank you. Thank you.
Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you for coming.
I'm sorry that the trees are on the wall.
I let them hear if I could have a storm.
These are my celebrities.
They'll be in the air.
Just another play for today.
Oh, but I'm proud of you.
But I'm proud of you.
Nothing likes to make me feel small.
Luck has left me standing so tall.
God, always believe in your soul.
You've got the power to know you're in this soul.
Always believe in your soul. You've got the power to know you're indestructible. Always believing you still are good.
Landed to dance to return to something I could have learned.
You're indestructible.
Always believing.
it's only two years ago i'm a man with a suit and a face knew the heaps there on the case.
Now he's in love with you, he's in love with you.
A little bit like a hard prison wall, and you could leave me standing so tall. Oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, I'm about to return Something I could have done
You're really stuck at all
Always believing Thank you. Music
Music Music Oh, oh, oh.