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Market Talk- CRYPTO MELT UP! BTC HITS 123k!!!
Recorded: July 14, 2025 Duration: 1:12:40Space Recording
Short Summary
The crypto market is experiencing a significant growth phase, with Bitcoin reaching new all-time highs and Ethereum's price surging above $3,000. Discussions around cultural influences on market trends, potential political shifts, and the performance of altcoins like Solana's Useless token highlight the dynamic nature of the current crypto landscape.
Full Transcription
Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. The Thank you. The I don't like you ever do. Let's do this.
Get in the drink.
What's up, guys?
What is up, man?
What an incredible last three days. Donnie, I sent you a... Oh, I didn't even send you a co-host. Let's do this. Get in the drink. a cook session me and donnie cooked for about two hours man what an insane past 72 hours btc was making all-time highs after all-time highs after all-time highs and just wouldn't stop we even had
um eath poke above uh 3 000 i think it almost tested 3100 i'll be posting up a chart later up
on the space with eath btc and uh man the music is about to start the music is about to start it really
reminds me of late 2020 when BTC started stealing the show and then just after the slightest pull
back that is when all started to catch up we saw this also during the election rally BTC was rallying
into the election stealing a lot of the liquidity on alts. But once BTC got to 80K, that's when alts really started to melt face, if you guys remember that.
But, man, quite the impressive show, ladies and gents.
Of course, most of the action in this market has been on the weekends for whatever reason.
But we have the Qs hitting close to all-time highs. I think the S&P 500 just made an all-time high earlier today.
Just by the smallest, by the smallest, actually, no.
We're actually trading a bit below the all-time high that we hit on Thursday.
But for the most part, the S&P hasn't really done much at all
this month. It's just kind of been choppy. You guys remember on a previous show about two weeks
ago, we were discussing, hey, while the S&P and the Qs pull back a little bit and chop around,
this is the time period where crypto can steal the show. And the show it has we also have coins like useless
on solana blasting through 300 mil i think it hit an all-time high of like 350 uh earlier today but
um geez i i think um a lot of us are about to have some nostalgia if you guys have been here
for more than one cycle but if you're
new here perhaps uh an echo bubble of what we saw in q4 i think that's about to happen or uh if
you've been here since the very beginning and the lows of this cycle at 15k if you guys remember in
q4 of 2023 others btc rallied well over 20 and uh if you look at others btc we're slowly slowly starting to coil up just
at the slightest bit and i think we're in for some fireworks but i'm gonna go ahead and get the show
started guys but of course as always if you guys can go ahead and share the stream show some love
to the space the best way that you can do that is by clicking the spaces tab once you
guys do that you'll see a little link above it says x.com slash i slash spaces you guys can go
ahead and hit up that like button smash up the repo smash up the retweet button whatever you
want to call it as it does a number of things helps get us more out into the algo helps get
more eyes and ears to the space and all that stuff, guys.
A lot of cool stuff ramping up, but we're going to get the show well underway here, man.
There's a lot to discuss, but Donnie, what's going on, man?
We had quite the insane cook session yesterday.
Two hours.
We had a ton of people in there, man, and we caught the action live, bro.
These last 72 hours have been insane
and uh i remember we were discussing on wednesday and i'm like look man btc is about heading to
price discovery i posted that chart with btc overlead by the qs eth is about a blast through
3 000 and the superman movie is coming out we is coming out. We have a lot of confluence, man.
The Superman movie is a real thing, by the way.
The last time a Superman movie came out was in 2013.
I'm talking about a standalone Superman movie.
Okay, study the Superman and BTC price correlation.
and BTC price correlation.
When Man of Steel came out in Q2 of 2013,
BTC blasted from $150 all the way to $1,200 within six months.
And even before that,
when Batman v Superman came out in 2016,
BTC blasted from about $500 all way back to 1100. So it's something to pay
attention to nonetheless, bro. But man, it's going to be an insane show, guys. So welcome back to
Market Talk brought to you by Because Bitcoin. I'm your host, W wabi and for the next 45 minutes to an hour we're
gonna go ahead and talk all things crypto markets price action narratives and dubious
speculation so donnie what's going on bro talk to me hey bro what's up man yesterday's video was uh
such a good one can't believe it went on for two hours. That honestly felt like 30 minutes to me. There was so much
alpha dropped in there. If you guys missed it,
go and check out
Go and rewatch
that whole thing because
these spaces are good just for daily updates
and stuff, but being
able to see the charts as
we do a commentary
over them, it helps you understand
more visually
what really is going on
and what the picture really is.
So I think that was a really good video.
And yeah, it's going to be definitely one to look back on
maybe 6 to 18 months down the line.
So yeah, the setup obviously remains the same.
Today with BTC, I literally just pulled up the charts now.
I haven't even checked anything.
But this is kind of looking similar to the 99.5k level,
which was the key level that we actually discussed in yesterday's video,
where we came up into that level.
We actually poked above it for a bit,
and we had a little bit of a
sell-off just back to like 99k and then you had the real sharp move that actually crossed that key level and kind of triggered all those algos we were mentioning yesterday where on chain and
everything starts to fire up and people start bidding uh basically across the board now that
key level on the chart uh back then 99.5 it's much easier to identify where that key level is right now because we're in price discovery. You could say it's this 120, 125 or 130. It'll be somewhere here. same direction, you're going to kind of just skip a bunch of price action and maybe like
teleport to the $130k plus, which when that move comes through is when everything really
does start to roll.
You'll probably get a sharp move on ETH following that above that key level of $3.4k.
ETH BTC will likely start approaching the weekly market structure shift around $0.03k.
And we might see Bitcoin dominance actually start to push below 60% or something like that.
So we'll see.
I think over the next four to six weeks, you're just going to keep going higher.
I don't think anything stops this.
And one thing we actually didn't discuss was
the whole situation around Jerome Powell potentially wanting to leave.
I haven't actually looked into it, but it would be interesting also to hear your thoughts,
Wabi,
on what you think that would bring if he actually resigned himself.
Now,
I know he said that he would literally rather die than resign,
but there's some pretty smart,
you know,
analysts on Twitter that have made some really great calls over the years
with, you know with very hard to
predict things like this. And they're pretty sure he's going to leave within the next one to three
months. So that's pretty interesting. I think that could actually be very bullish short term,
but it might lead to maybe, in my view, a little bit of an earlier top potentially,
or we go a little bit too high,
and then that creates a top which we have to really digest
because, honestly, it would just throw in someone
that's just going to slash rates,
and people would just front run that anyway
because they know it's just going to be a gigadove.
But I think that's a really, really important catalyst.
a really, really important catalyst.
If that does actually materialize, that would be
If that does actually materialize, that would be insane.
insane.
It's like
an inverse black swan, in my view.
It would just be so bullish.
We would probably melt
up pretty, pretty hard from that.
What do you think about that, Bobby?
I'll touch upon
this first, guys, and Donnie.
The video, the live
stream that me and Donnie did uh it was done
on my twitch and also on x live the replays are on kick i have them up on the nest just click the
spaces tab guys and above our profile pictures you'll see a tweet from my personal profile
in case you want uh to see a stream where you see charts and graphs and all sorts of all that analysis.
Even some memes we put in that clip where Trump said,
when I get elected, you're going to see a brand new Trump economic boon.
We put in that sound clip of Besant saying that the VIX is topped and the market was bottoms.
At that Monday open when the S&P was at 4,800, we included all that stuff,
some cool memes and music and all that.
So feel free to check that out, guys.
It's up on The Nest.
But as far as my thoughts, oh, yeah, and those live streamers, by the way,
are done Thursday, Saturday, and Sunday at 4.30 p.m. EST.
But as far as my thoughts on pal leaving office i mean i i think the uh personally i
think the eth btc chart is is foretelling that to be honest i i really do um and i'll go ahead
and i'll put that chart up on the nest if you guys um want to check that out it's pretty simple
analysis really um whenever you want to see a lower
time frame momentum check out the nest above guys i just tweeted it out from my personal profile
it's pretty simple the moment that ethbcc gets above the four hour 200 ema all coins are going
to blast face and if you guys open up the, you'll see that we've had these instances where we blast through the four hour 200.
The last time was in Q1 of 2024.
And we've been in a downtrend since then.
Since Q1 of 2024, when Pepe ripped face, when Mog ripped face.
And since then, those assets have been perma-topped against majors, we have not gotten above the 200 for our EMA on ETH BTC. And you'll see that it's really just bottomed out since this whole new narrative on pro-growth, pro-growth, pro-growth has really started.
So, God, I messed up here, man.
It's actually the daily.
God, it's actually the daily.
My goodness, man.
It looks like I need to sharpen up uh my
typing skills bro i've been so excited that um i'm moving all over the place i'm moving all over the
place but you guys are gonna have to excuse my voice i was up really late last night just um
going over some charts and going over um some new alts i recently got this one called ava which blasted
face and um elon actually shouted it out and i was just in awe that that would happen bro elon
shouting out one of my bags but i mean eth btc is uh is foretelling eth btc is foretelling
is foretelling. ETH BTC is foretelling on the one day, not on the four hour, but on the one day,
the 200 daily moving average on ETH BTC. And the 200 daily moving average is one of the biggest
indicators for a bull market, for a bull market in an asset and again each btc hasn't
really gone above um that moving average since q1 of 24 so if you have all this stuff uh piling in
powell leaving beset saying that he's the new fed he's the new janet yellen then the chart is foretelling the
narrative right and you can even see on the rsi below the chart that i have by the way guys check
that out check that chart out by the way you'll see the rsi below we're not even in heated territory
we are not even in heated territory at all we can rally all the way up to 4200 and
potentially not even get towards 80. So we are correcting a little bit on the RSI so lower
time frame momentum has died off a bit but I do think that we make a new a new high later this week and potentially cool off um during the trump
unlock i think the trump unlock those tokens get released on the 18th so perhaps the market
can rally a bit more on chain stuff can make one more higher high and then cool off uh until the
weekend but ava is a new one to to watch out for same thing with ray
i discussed this one on the discord at 30 mil ava looks pretty similar to ray when i bottomed out
and um i i had vocal fry when i just said that bro i hate vocal fry you know what vocal fry is
donnie nah bro what's that it's like the way kim kardashian speaks and when someone talks
it's it like it sounds like really rattled right like uh like oh i just had my coffee
and it wasn't really great you know yeah bro yeah dude and i hate and i i i i really want to pay attention to the way i speak
and um it's just going to take some time bro live streaming every single day it takes
takes a minute to get used to i don't remember the last time i did this
over the last like i think the last time i was live streaming every day was two years ago
when i was on market check and doing spaces and going on other people's spaces.
But I mean, now is the time to be locked in in markets, to be honest, bro. You even have Bonk.
Bonk earlier this weekend got above its resistance that it's had for a couple of months. And coincidentally, it was the last bit of resistance before it melted face in late 2023 when it pulled back a bit.
And then in Key1, it had that insane rally.
And again, we also have Useless making a new all-time high, which has been the leader for things on chain.
And then we have some other stuff on Bonk Fun, like Ikun and Hosika, which have been trailing it.
And Seoul is still getting its feet.
We also had Hyperliquid going to almost $50.
I think hype is really pulling off that fractal that we discussed a little over a month ago relative to Solana and what Solana did during the second half of uh 2021 where it bottomed out
at like 15 bucks 20 bucks and then it melted face um to 220 but we have a lot of things over the
last few weeks that i've been front running a Powell announcement that he might walk away.
But I know some people think that it's bearish or whatever,
but these events aren't really bearish.
No event has been bearish because it gets eaten up by the market.
The tariffs are probably going to continue to be pushed back.
Since Liberation Day.
NVIDIA is up over 50% and is in price discovery.
So during a Trump administration, it's just going to be a lot of volatility.
But for the most part, it's going to be up and to the right.
But that's kind of my long-winded response, but also some charts to back it up.
If you guys want to check out the chart feel free to check up the nests just click the spaces tab and right above our profile pictures you'll see it
all so keep it keep it simple i would say right east btc above the uh 200 daily moving average
we're going to rip face below it alter probably just going to continue below it, alts are probably just going to continue to consolidate.
Yeah. Yeah, BTC here, basically, you know, you could take out some liquidity below around like
116, if that's like the point of this uh move to the downside because you did have
again that psychological level of 120 it's also the range break from uh the prior range that we
were in which was 109 to 74k so you could clean up some of that before you go uh higher or you just
literally bolt up higher any day now it could literally just be like a mond quick sell-off, like a fake move down, and then you just go bang, 130.
This whole time, even from 74K to when we came up to 112,
there was so many distributive-looking structures on the chart
where you literally just kept getting the God candle print.
I literally think it's the same.
These next four weeks look pretty strong for risk,
and literally every chart is pointing up into the right.
MSTR is doing well.
SBIT, the ETH sort of treasury companies also looking clean.
Everything is looking clean, like 50 to 20 confluent charts,
all pointing in the same direction with a bunch of bullish catalysts
over these next couple of months.
So, you know, I don't know.
I wouldn't fight this trend.
And yeah, just keep your eyes
peeled for these god candles because they're honestly just going to keep popping out donnie
want to talk about uh insane looking charts iron bro yeah we by the by the way ladies and gents
by the way ladies and gents we uh talked about iron on the show at 12 bucks um or at least i pointed it out i think donnie pointed out at like
10 or 9 bucks but i don't lose yeah yeah that's up 2x and i remember when matt was up here i'm
like matt you want to know what chart reminds me of robin hood um in uh in q1 of 24 iron you have that opening ipo that massive dump and then this multi-year
accumulation you have your clear range highs and you also had ark invest breaking out so iron is
clearly going to follow i think iron can melt up to like 100 bucks and i'm being real this thing is
under five bill market cap and it combines ai and btc we have the perfect narrative
man i mean what would you rather buy soul spot or hype spot or something that not only has ai but
is also backed by a bunch of tradify people buying bitcoin i think it's a great trade man but but
continue man i just wanted to point that out because this chart looks insane. Yeah, that's pretty much all I was going to say is everything just looks really good and you just shouldn't fade it.
Even Tether Dominance looking good.
Stablecoin market cap just keeps increasing.
Another 1.5 billion.
1.5 billion. I don't know. The trend is clearly bullish. So I think once we get over this
I don't know.
The trend is clearly bullish.
line in the sand, whether it's 120, 125, 130, it's going to be everything will just start
rapidly appreciating and escaping. So it's good to be positioned, man.
A brand new Trump economic boom, bro. I'm going gonna play that sound bite bro that was that was uh that
was back last summer i believe and um yeah as we discussed last stream donnie i'm gonna go ahead
and um play the stream oh that's a must listen hold on i'll i'll go ahead and um I'll go ahead and I'll go ahead and play the clip. Hold up. Here it is.
When I win, you are all getting tax cuts and you're getting a brand new Trump economic boom.
Dude, and here we are, bro. In February, as we discussed last stream, they've been giving us the playbook hand over fist.
February, they said the market is sick, needs to cool off.
There's going to be some pain.
And right at the low, first five minutes of the opening bell, he said, now's a perfect time to buy.
And then Basant goes on TV after the market closes.
And then this whole crypto week and what used to be sell the news is just the new norm.
I think we have to take a step back and realize that the entire crypto market as a whole is essentially worth what Amazon is.
And that's just one company.
That's just one company.
So that puts things into perspective.
And if Basant is talking about two-trill market cap for stablecoins,
then that would basically put ETH at like $30,000, $35,000,
which would take ETH to the same market gap as Amazon.
Obviously, that's not going to happen this cycle.
If it does.
This is the whole thing around the word cycle.
I hate using it because it can change.
It's a moving target.
So yeah, it just depends.
But obviously, that's ridiculous.
You could expect that maybe by, let's let's say 2030 or something like that depending on how stupid we get this cycle which
i believe it's going to be very stupid um yeah 35k eth they're gonna hit 20k bro be happy with that high. Yeah, that would take ETH to
trill market cap?
Something like that? Yeah, and we discussed it yesterday.
You'd essentially need BTC
somewhere above 200k
and ETH BTC at that 0.1
which is not out of the picture.
With
QE, nothing's out of the picture man or like
0.8 with a 250k btc or 300k btc at the end of next year yeah the eth btc actually making new
all-time highs would would shock people i mean it's been eight years since that happened. June 2017 was when that top occurred.
I think one of our guys, Ed, who I brought on as a web dev team, he bought ETH at five bucks.
And ETH didn't really start to move until like early February.
And within four months, ETH basically did near 100x.
That must have been crazy, to be honest.
That must have been insane.
We also have XRP probably going to make a new all-time high.
Actually get above its all-time high from January 2018.
And then I think to myself like if xrp right now is uh at the same highs that it was
trading at uh back in q4 of last year how does it compare to the vibes right now retail was slowly
starting to come back they were talking about xRP, but right now it's like,
I really think a lot of people, as we discussed yesterday,
they've kind of just been ingesting this news flop.
Like, Trump said this, Trump said that, tariff this, tariff that.
This is happening halfway across the world.
And meanwhile, they're getting left behind.
They're getting left behind because
these markets are, these markets going up viciously is basically debasing the dollar.
That's what it is. So what's worth $100,000 right now might only have the purchasing power
of 60 grand right now in the next seven years or something like that.
I think Trump is going to print a ton of money for what it's worth.
I think it's going to be an echo bubble of, of COVID.
At least,
at least that's,
that's what I think,
man.
And Mike Alfred talked about this.
And during his last spaces,
you have a lot of people that they enter markets
for the first time, they get really good at it, and then they see their first bear market,
they walk away, and they're like, damn, that $200,000 that I cashed out at the time
might seem like a lot, but I look at my runway, $200,000 is gone within three, four years.
way 200k is gone within three four years if you have no external source of income you know like
200k can go away pretty quickly and if you don't invest that money either if you're not using that
money uh to compound so um markets right now are uh in a really strange spot. Very similar to what happened in the late 90s.
A lot of immigration talk and all that.
A lot of geopolitical madness.
But pro-growth, pro-growth is the narrative now
as it was back then.
So the valuations are going to get crazy, man.
What are you thinking about ARK Invest, man?
That one has been on a chair.
And also, IWM is looking pretty hot, in my opinion.
Yeah, Russell's looking good.
It's so close to passing the key level on the chart, which for me is 2.3k.
If it slices above that, it's going straight to a new all-time high.
And I think that'll definitely
trigger something on the ETH chart and ETH BTC.
And you got very close, and now
you're printing another green candle today.
You're literally like,
the recent local high was about
$30 off of that. So
Russell's looking clean, and I think it's
just going to keep going higher, like trending
higher, of course. You can have local
pullbacks and things like that. But let me out arc real quick it just made a a fresh look like
arc arc innovation v reverse fell into a fresh new high it's looking like when i posted that
uh chart of it last time where literally it had like the same exact pattern it moved up uh going into
like february of 2020 and then it just tanked uh from the covid uh nuke and then just via reversed
all the way pretty much unstoppable rally all the way to 160 bucks same sort of thing happened
right now on the chart yeah and um arc arc the the arc etf is, and you can pair this up, by the way. I just haven't uploaded charts in the last two days outside of this one. ETF with ETH BTC, you'll see that ARK typically leads and then ETH BTC just goes absolutely bazookas.
That move is close, bro, I'm telling you.
Yeah.
It happens quick.
Like, honestly, yesterday's stream is such a must watch.
It's going to be very similar to when we cross 99.5k you'll have a rush across
every single coin when we get this next move higher i'll put it up again on the nest guys
if you want to check out the live stream that me and donnie did just click the spaces tab once you
do that just look above the box you'll see a tweet from my personal profile and uh just watch that replay it's on my kick
all streams are uploaded on there but i usually stream it from um x live and twitch and yeah if
you guys like it who knows maybe we'll do it every sunday man those streams are uh are killer and i
really do hope at some point spaces like spaces like like this could end up being reflected on and saying, damn, what a wonderful time to be active in the market.
What a wonderful time, man.
But Donnie, if there's any charts that you want to share, man, I know you were discussing things that you were charting.
things that you were charting. Feel free
Feel free to put them on the nest, man.
to put them on the nest, man.
I didn't have any time this morning to actually
do them up and stuff. I'm just flicking
through them now. Yeah, it's alright, man.
I got Prometheus
and Doc. Doc, what's up,
man?
What's up, Lobby? Yeah, no, dude. I was
listening yesterday to Sp uh, I was listening
Yesterday to spaces. I was gonna watch tv and then I was just like no
I need to lock in right now because there's ain't no way this is going higher and it was a lot of really good energy in the space yesterday
I was listening and actually it's kind of funny
That you mentioned the uh, the ava trade you you tuned into the stream, bro
Oh, yeah, I mean I have a Twitch account. I just forgot the
password, so I was just
one of those guys in the crowd.
You watched it on X Live?
I guess, man. I don't even know.
I think it was like Twitch or whatever.
But anyways. By the way,
Duck, I'm actually
talking to the Ava team
to make like
an anime intro and outro for the show.
Dude, it's going to be absolutely sick, man.
Dude, that's cool.
Yeah.
So funny enough, I know a lot of the people or I know of a lot of people on the team.
I know like DCF God is like one of the seed investors and whatnot.
of uh one of like the seed investors and whatnot and uh through some mutuals um kind of i don't
know the play but i know that they can run this thing up like insane like funny enough let me
tell you this when ai uh happened like the in november i found uh ava on um using photon just
going through like you know the the filters and whatnot and i found it
at 80k and i i threw in like two or three soul something like that or like four whatever something
small and i didn't know what it was like whatever like at all so like i sold like four times you
know i made like 20 soul and thinking i'm a genius for trading this out and me being the retard that I am.
So I just kept going bigger and bigger.
But luckily we had called it.
And there's a guy in my discord.
He literally rode that thing from like 100K all the way up to like almost damn near the top.
And he ended up making like a clean, maybe mid six fig bag on it.
And it was it was pretty awesome to see.
So he was all freaked out about it.
And then, you know, we're congratulating him.
So I think it can, it can run up again, certainly.
So I got in actually the day before you posted about it,
I got in maybe like around 32 again.
So I just put a bag in there figuring that I can do some numbers and that,
that team that's behind that, they have a lot of capital.
They have a lot of capital.
They are loaded.
They are loaded.
And I think Binance is like one of their investors, aren't they?
I believe so.
They're just – they have a lot of money.
They have guys who are really smart.
And honestly, they have really good money.
Elon interacted
With all the tweet, bro. Yeah. Yeah. Hey remember peanut the squirrel dude
These things can move really really fast and if there's anything in this market anything at all
That I've said that can pull off the escape velocity moves that meme coins have done this cycle
It's AI AI for some reason, I'm not sure why,
but this cycle has lulled market participants
into thinking that if it's not a meme coin, it can't run.
But yet AI is the biggest narrative
that this market has ever seen.
And it got to a point where
when I was doing these spaces in Q4,
the only thing that we were talking about was AI because there was nothing else to talk about.
Like everything was bleeding against the GOAT.
It was bleeding against AI16Z and virtuals and AIXBT.
Bro, the entire time I remember when AIXBT, we were talking about it on these spaces at 100 mil, 90 mil.
Everyone's like, oh, it's just an AI slap chop bot.
And it's like, dude, what does your altcoin do?
It's just a picture with Reply Guys.
That's it.
Altcoins are just trades, right?
Altcoins are just trades.
You rent them out for small periods of attention, and then you scale it out into bitcoin or stables that's exactly
right that's exactly right you know you play your alt so you can gather more eth more bitcoin
stable so you can get more bitcoin or eth so once i once i figured that out you know a couple years
back like how to trade this a little bit better i'm not a trader by any means i just sometimes i
get lucky and and
i'm thankful enough to have uh good friends who are way smarter than me that say hey you know
maybe this is a good trade and then we got we got donnie and wabi saying hey you know maybe
base spark coin is a good trade here and i was like ah i might as well get in so you know i've
been super fortunate in that area but uh it's funny enough that you mentioned AI16Z again because a couple guys on my Discord were just talking about how
apparently the new Degen Spartan
AI that like Sink and all the other like devs over there
have been doing like apparently it's making like killer trades. I haven't
verified any of that. I haven't personally seen it, but you know
it can run up again and shaw is not in the
picture too much anymore at least not publicly and that can only be a good thing for ai16z at this
point so who knows maybe that has another run up but you're you're completely right so but what why
why wouldn't something like ray and ava catch up market share to AI 16Z?
Like these AI, by the way, like all this AI talk, you can actually use them.
I do believe Ray, you can use their beta, just message them.
Same thing with Ava.
And these things, it's basically like talking to a person.
And they pull up charts or graphs, any kind of variable that you want to use,
like human population and GDP growth overlaid with like, uh,
M2, all that stuff. Like it pulls it out with a snap of the finger.
And it also has personality.
It's like you're actually speaking with a person and it doesn't pull off that
thing that GPT does, which does which is oh due to my
constrictions or whatever i'm not able to pull this up i'm not able to pull this up
it's like you're talking to slop right but unfortunately a lot of these crypto projects
they're probably not going to survive the next five years because their runway is just not as
big as gpt um or deep seek or any of that stuff, man.
But for now, dude, it's insane.
It just shows us the capabilities of AI.
But just AI 16Z, I feel like they lost a lot of their momentum.
they lost a ton of it they lost a ton of it because they didn't have any good tokenomics
They lost a ton of it.
They lost a ton of it because they didn't have any good tokenomics.
and it all goes down to like you know hats off to the guys that you know what is it called dow.fun
or whatever the heck it was like they they started something but they couldn't really
follow up on it i don't think because you had ava coming in making their launch pad and you
had really virtuals making their their launch pad and saying hey you got to buy some virtuals and
burn it and they do buybacks all that stuff and a lot of people started doing the whole buyback and burn
thing which for me personally you know when we did rai stuff we didn't we didn't do that just
because we felt that that was kind of short term but i mean in terms and it kind of screws over
some some holders but you know in terms of a trade i I mean, that's, it's pretty good. If you get some, you know, escape velocity, you can create,
you know,
constrained supply to where you're going up only and to what a lot of these
things did. And, you know, it took AI 16 Z, you know,
probably till like February, end of February, early March to say, okay,
we're doing a launch pad. And then it kind of sucked,
which I already knew that it would
so i didn't really participate in too much of anything that was going on over there
they still got some really smart guys over there but i mean and they have enough money so they so
they say uh they have good runway but if you saw if you remember some of shaw's posts he was like
coping and and like being all upset and saying like teams don't launch on pump fun because you won't have control of your own supply.
And if you get big and make it, then you're not going to have enough to sell to, you know, sexes and market makers to, uh, you know, keep your stuff going.
And he was kind of just projecting his mistakes on the timeline.
And he was kind of just projecting like his mistakes on the timeline.
And obviously hindsight is 20-20, but you could just see it, man.
He's basically telling everybody, don't make the mistakes I did.
And it didn't go any higher than $2 billion because of that.
because of that, they didn't have enough supply.
They didn't have enough supply.
They didn't control enough.
But now with some of the stuff that they're doing,
I think that they're slowly getting it back.
I just don't know.
I also don't know where the whole open source ethos goes with AI
because open source sounds great.
And don't get me wrong, without it,
I couldn't have done what, what I did with agency and we couldn't have gotten it to, you know, 20 million MCAP, but my first, you know, our first like actual try of founding something.
like anybody can steal your stuff.
And that's something that I think virtuals and like Ava,
like I'm not sure if Ava is open source.
I don't think it is,
but virtuals in and of itself,
I know that they're like not really open source.
Like they really,
they kind of keep their cards closer to their chest.
And really like in this game where,
you know,
anyone can rip off your stuff.
Like,
I'm not sure if that's really helping them.
Like,
yeah,
it's cool because you want everybody to be embracing and you see the the the the names on their bio accelerate
and do all this i'm like well you know like it's cool to accelerate and i'm super glad to leverage
any of this technology in my daily life or like financials but if you're gonna get front ran by
somebody who has more money,
then like you might be the smartest dude in the world.
Then you might have a great work ethic.
But if a lot of people,
if one person has a ton of money and invest,
you know,
200 Gs on a team of developers and they can emulate what you do and just
make it better than,
you know,
GG well played.
You just,
you just get front run.
Yeah. It's like what happened on Facebook with Winklevoss and Zuckerberg.
I think Winklevoss, the Winklevoss twins are, like,
way more base than Zuck, to be honest.
But, dude, who uses Facebook anymore, to be honest?
Like, who still uses that?
I mean, family, bro.
That's how you say it's a family.
That's about it.
Yeah.
Yeah, I guess, man.
I guess.
Dude, like, a lot of these project leads, like these VC leads,
I remember, like, in Q4, while the market was raging,
I got, I had some time on my hands and I'm like, bro, let me see who these people are.
And I won't mention the guy, but like his project has like almost a million followers on Twitter.
And he has like a hundred thousand followers plus. And like, let me see who this guy is so i i searched up his socials and bro like
his uh facebook and ig only like 100 people and super super private like damn bro like it's truly
a double life people in crypto that i think that's the greatest opsec to do private life
outside of ct and then ct is like an extension of whatever it is
you're trying to build. Because a lot of people in this industry are kind of freakish, to be honest.
It's like straight out of a Boondocks episode. I brought up somebody up, by the way. If people
want to come up and talk shop, I didn't do this on Friday. So if you guys want to come up,
ask any questions. But I would encourage you guys to think out of the box. And instead of
asking questions, if you guys want to talk markets, give us your insights, what you're
seeing in the market. Maybe there's something that you're seeing that we're not, something that you want to bring to our attention
that's worth discussing,
something alarming that could shape the very matter
of what this market is comprised of.
Just click the Spaces tab
and then hit the mic to the bottom left.
Before I do that,
Donnie, is there anything else
that you want to put up on the nest and discuss, no i think i think that's it man okay okay i'll i'll pass it to uh
connector connector what's up man what have you got for us today hello guys thank you for giving
me the floor it's my first time that i speak in your space i've been here before but never
that I speak in your space. I've been here before but never spoken before.
I hear it. It's very interesting what you have analyzed so far.
And I totally agree that we're not even at the beginning yet,
because especially when the new laws come about crypto,
it will be the signal for the liquidity to start flowing massively into Bitcoin and the rest.
So it doesn't need for Bitcoin dominance to drop as long as new capitals continue to flow
into crypto.
And even if we keep the same dominance, like 65%, that is now 65%, if we go above eight nine trillion in the world market cap it
will be the same result for the Alts and eventually sometimes dominance will go
lower and then have a second huge run for the Alts and now I've heard you
talking about Ava yeah I've seen it back when it ran hard.
And I also saw them, they were really active in the social dominance at the time.
But lately they're not.
I like to pick my projects according to social dominance and not one week.
dominance and not one week like Luna crush can give you the social donors of
memes for the last months and if you see who are there where they are the last
five six months you can definitely pick some winners yeah I remember lunar crush uh from last cycle man um not lunar the token but lunar crush
it was this uh this social website i haven't used it as much uh as i did last cycle
just given that a lot of the attention is pretty much um straightforward it's just been hype some things on soul and of course
base has been ripping face with uh with ai um ray my goodness man i've been talking about that one
for months now um it almost broke into price discovery it went to like 160 yesterday all-time highs at 180
and we also have mammo hitting all-time highs that one broke wait did it no not a yeah 100
mil fdv it smashed through that hit 140 mil um let me see where indexy is that that one was something that i was paying attention
to yeah there's also this other low cap called indexy that's been uh making some noise that one
hit 12 mil kta reached escape velocity a few months back i think early june late may it went to
Like early June, late May, it went to almost two bill FDV.
You've had a lot of runners on base.
And I think what happened with AI on Sol, that's going to happen to ETH and base, in my opinion.
The liquidity pool is actually being used.
All those stables that are on ETH are actually now being deployed after years of doing nothing.
The metric was all the liquidity is on ETH.
But it's like, yeah, but when is that liquidity going to actually come into the chart?
And base and ETH are more than just Pepe and Brett, in my opinion.
And you said about Facebook, who's using Facebook,
but actually Facebook are the boomers' application.
I mean, the people that you really want to bring them in
because they hold a lot of money,
but they know what to do and where to invest them.
So if you know how to control these platforms
and actually attract the boomers,
they don't have a clue about x you can uh yeah you can lead some things to the right direction yeah i understand man we have
someone else the ordinal side i think uh that profile has come up before i think it was like
two years ago ordinals what's up man how are you hey uh not much i'm
surprised you remember me but uh yeah i've been on your space once before um yeah i was just listening
and i do listen to your spaces all the time so i appreciate all the information that comes from it
um but yeah no i just wanted to give like a little um heads up on what's going on in the ordnance
ecosystem i don't know if you're
familiar with BRC 2.0s or not, but they're going to be releasing, they're going to be upgrading BRC
20s into BRC 2.0, which is pretty interesting, right? There's two separate dates. There's August
17th and then September 17th. On August 17th, all the smart contracts will be enabled on any new BRC20s that are going to come out.
And then on September 17th, all the old, like any old BRC20s, they're going to be smart contract compatible.
So basically, you'll be able to move your ORDI to BRC2.0 and then use it in a full DeFi manner right so I think that is gonna
be a very interesting time for Ordi on September 17th so yeah I don't know if you're familiar with
it or not but I just kind of wanted to bring it up and if you're not then you know you could look
into it yeah well thanks man I'm looking at already right now. It's up 50%
Over the last three weeks. So who knows man, but I
I'm honestly like way too lazy to
interact with
Like complex bridging and all that stuff
I'd rather just buy it on a centralized exchange and then bridge it off
But I understand your enthusiasm, bro.
I understand.
And I hope it goes nuts, man, because I remember that Ordi pump.
And as a matter of fact, I remember the Discord playing into Ordi in 2023.
That was a play that Jack gave in Q4 of 2023.
And it ran from $3 to $80 in a couple of months.
And when Ordi was running, the entire market was running.
And that brings me up to my next point, man, the others BTC chart.
When that thing runs, even if it is for a couple of weeks,
the entire market is very, very, very, very fruitful.
But, man, I think we covered quite a lot today
in a short period of time.
We got straight to the point.
We got some alpha coverage and all that stuff.
Duck, is there anything else that you wanted to say,
anything that you want to bring up,
anything interesting that you're seeing in the market,
anything at all?
Right now, right now, man, I'm just enjoying seeing btc at all time high again
it feels just like 2020 and i'm just here for it man like it's just good times to be in crypto and
um i'm slowly gonna be you know getting out of some positions and and i'm not gonna don't fade
it this year man really don't if you've been i'll just say if you've been in crypto for since 2020 or before
that and you didn't sell and you round tripped a lot of stuff man take some profits take some
profits we're probably not there yet exactly uh for the pico top but uh you know just take some
profits and uh if you if you're making some life-changing money
apply it to change your life like that's that's what i'm going to be doing for sure
and talking about things going into price discovery something that i didn't talk about
on today's stream was uh pengu pengu is like a 50 pump away from retesting its all-time high and
as far as taking profits man you know
it's not gonna happen dude i'm sure like 75 of people that just aren't gonna do that
we we talk about this all the time taking profits don't forget to take profits this and that
but you want to know what happens when it's time to take profit new share coins starts to launch
oh buy this oh buy that buy this collection. Oh, get into this seed round.
And then, of course, lifestyle inflation. If you're if you're printing hand over fist and you inflate your lifestyle by two to three X,
it's no different than someone working an extra job just to fund momentary pleasures like a vacation, right?
I think that's what a lot of retail is doing, Afro.
They're using things like Klarna and Afterpay, and they're in the gig economy outside of their
nine-to-five, and rather than going into the market, they're just living in the moment
because they've seen what's happened in previous cycles before.
They saw BitConnect. They saw Mt. Gox. because they've seen what's happened in previous cycles before they saw bit connect they saw mount
gox they saw what happened with luna and ftx and some people would rather just live in the moment
instead of thinking about their future and that's just that that's just that that is that just is
what it is and um that's why i think like unless qe comes, like direct QE like we've seen in the past, this crazy, crazy stuff that we saw in 2021, it's probably just going to be an echo bubble.
An echo bubble, I think.
Until Basent starts injecting that money into the economy.
That's when things get crazy.
But for now, things are slowly starting to coil up here, man. 0% starts injecting that money into the economy. That's when things get crazy.
But for now, things are slowly starting to coil up here, man.
Don, anything else that you want to say, bro, before I close up shop here?
No, I think that's it.
We covered pretty much everything.
Don't get caught up on low timeframes.
And basically, the trigger for the market to ignite is probably around the corner.
Give it some time. But when it does happen, it starts to stay.
It gets fun and it stays fun for back-to-back weeks.
And that's where you really make the gains.
As far as taking profit and stuff,
if you're smart enough to be able to redeploy the next series of lows,
then do it.
I wouldn't exit fully out of the market.
I think you're going to end up chasing as it's going to go higher for longer.
And that's where you get wrecked, actually,
is when you take profit and then you watch the party
just keep pumping.
And then you start chasing new coins
because the coins that you like, they already escaped.
You need something that's not pumping now.
You need something new and fresh.
And you get wrecked and wrecked and chase and get wrecked. And then that's the snowball effect, the death of
a thousand clicks. So enjoy the profit, the upside. But yeah, I wouldn't be too quick to just start
exiting everything because once you flip into that psychological state, you can really mess up your whole portfolio. So scale out and stuff, but don't be 100% clipping out because honestly, I've done that before in the past and you'll end up chasing.
You just can't help it.
So yeah, scale out rather than clip out aggressively and just monitor the market, see how it's going and stuff.
Don't rush to either side buy or sell
all right guys so with that being said thank you all so much for tuning in donnie afro thank you
so much for coming up thank you ordinal side and connector for coming up asking your questions
giving your thoughts on the market thank you all so much for tuning in over the last hour and 10
minutes but
guys if you enjoyed today's stream and you're thinking to yourself man i really like what these
guys have been talking about i really liked what i've been hearing over the last hour plus and
really want to keep up with what they're doing when do they go live well i've got the answers
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But both shows, by the way, guys, whether it's our morning show or whether it's our afternoon
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But also, just as important, guys, don't forget to follow
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speakers also. But guys,
thank you all so, so, so
very much for tuning in to today's
stream. Shout out to my Lord and Savior, Jesus
Christ, for allowing me another day of
health to talk Marcus with you all.
Without him, none of this is possible. None of
this engagement is possible. None of this growth is
possible. All credit goes to Jesus. And guys guys thank you all so very much as well for uh for uh
tuning in to my personal streams on twitch and uh and x live and once again feel free to check out
the nest up above ladies and gentlemen uh if you want to catch the stream that me and donnie did
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and we'll get back to you within 24 to 48 hours.
And spaces are recorded as always, guys,
in case you've been in and out of the space
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So thank you all so much.
I'm going gonna go ahead and
do some more charts for you guys so feel free to follow me on my personal profile as well and also
don't forget to follow all the other speakers here and check out donnie's stuff too he runs a
pretty tight ship over on uh over on his group probably one of the only other paid services that I'd vouch for. So Donnie, bro, thank you so much for joining me on the stream once again.
And hopefully we get on board with another Twitch stream on the weekend.
Bro, it was absolutely sick.
The people absolutely loved it.
So guys, thank you for the support.
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So thank you all so much. Take care and God bless you all. Peace out. Thank you. Oh Oh Thank you. Продолжение следует... Music Music Music
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