Projects
![]()
No projects found
Investors
New
DAO Treasuries
DATs
Lend / Borrow APRs
Chains
Categories
Spaces
Market Talk- New All time highs this month!?WELCOME TO UPTOBER!
Recorded: Oct. 1, 2025 Duration: 1:06:10Space Recording
Short Summary
As Bitcoin approaches the pivotal 118k mark, the crypto market is witnessing a surge in growth, with major assets showing positive trends. The discussion highlights strategic partnerships, emerging altcoins gaining traction, and a bullish sentiment fueled by significant capital inflows, setting the stage for a potentially explosive Q4.
Full Transcription
Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. you Oh Oh Oh The leaders rising high
The world is just me
The time I'm lying to the same
The sound breaks the heart and the pain I'm trying to stay here at the door.
I'm starting to break so hard.
I'm trying to break so hard.
I'm trying to break so hard.
I'm trying to break so hard.
I'm trying to break so hard.
I'm trying to break so hard.
I'm trying to break so hard.
I'm trying to break so hard. The regulations I know, me anymore
Hearts on fire, star desire, praises me with you
Hearts on fire, me as rising, Oh This is the last one. so
Oh, here we find the way to see you.
Okay.
Okay.
Okay.
We are rising, we are rising, we are rising. so
so that
me Music I'm going to go to the next video. Yo, what's going on guys?
Welcome to October.
Welcome to the first day of Q4.
What an insane way to get the month started. What an insane and massive way.
BTC just about to flip 118k. Majors green across the board. Robin i believe hit a new all time high earlier today s&p 500 well above 6700 it's about to hit that meme line at 6900 that's
gonna be uh that's gonna be pretty funny to witness i think that's actually going to be history 6900 imagine if that's when uh
all starts to go ballistic and speaking of all we have pump fun back in uh in a new uptrend
i'm excited for that one got repositioned on that yesterday and man i think i want to kick it off
immediately over to Donnie.
I'm sure a lot of you guys know how I feel about the markets.
But, guys, I want to welcome you all back to Market Talk.
I hope you guys are doing well today on this beautiful Wednesday or Thursday.
I know the time zone differences vary on the listeners of this show.
But thanks for tuning in, guys, whether you're here listening live or you're listening to the recording,
I want to thank you all so much.
I think it's been a couple of sessions on this show that I haven't thanked you guys.
There's plenty of other shows that go on during this time.
You guys decide to tune in to this show out of all the dozens that go on during this time.
But we're going to go ahead and get started immediately.
So, guys, hit the spaces tab once you guys do that you'll see a nice link that says x.com slash
isa spaces hit the like button hit the retweet gold shares etf that hit a new all-time
high today as well um just absolute insanity going across the board in the equity land so
at some point that is going to trickle down into uh crypto we saw that happen last year
down into crypto. We saw it happen last year. And of course, throughout multiple times this year,
we also have ARK, the ARK ETF that we've discussed at length here for such a long time over the last
few months. That also hit a new all-time high earlier today not all time I excuse me a fresh local high excuse
me excuse me for that don't quote me on that but uh fresh local highs as well for the Ark Invest
ETF Russell not so much but we do have the SMP on the queues hitting all-time highs majors in
crypto as I said green pump seems to be leading the charge and uh we'll see
if things like aster um ignite that next rally i'm definitely not going to fade cz and i noticed
that when aster was leading the charge uh last week we also had a bunch of uh these other newer
alts start to move as well.
And we know the trend with these newer alts.
We saw that with GOAT last year in the AI sector.
When GOAT started that second wave, which was, I would go out and say that that second leg that GOAT had from about 200 mil to a bill was that real wave that ignited that little alt season that we had last year. And I don't think this time is any different, but I'm going to kick it off over to Donnie.
Donnie, what's going on, man? I'm pretty sure it's going to be a space of where it's just you
and I, man. So it's going to be a lot of alpha shared in this discussion. and Murad, Stephen Murad, you said he was appointed last Friday and he's getting to work.
I think he has a spreadsheet and that spreadsheet is called the playbook.
Perhaps Scott Bessent passed chapter two of the playbook or maybe even chapter one of the playbook perhaps these last couple of
months was the epilogue for the playbook and chapter one is going to be called steven
murad mode not moran murad so donnie exciting times man Things are shaping up, and I can just feel it, man.
You have CZ also pointing towards a bullish October.
He put some price history chart for the price of BNB from October of 2017, and he's talking in riddles.
But he's basically saying, I am going to pump this market extremely fast, and you're all going to like it.
And I know that seasonality this year hasn't really played out as much.
Q1 was bearish, and q2 and q3 were bullish and over the last few years that wasn't
exactly the case right q3 tends to be choppy with a crash in the middle q2 was somewhat bearish it's
just bearish chop not much to do and this year it was the complete opposite so perhaps positioning will be ah if q1
was bearish and q4 surely bearish without understanding it's just going to be a repeat
of the playbook and the playbook was mentioned in april at the lows so brother you'll take the stage from here man welcome back to the
show what's up bro good to be back man um the price action today is just phenomenal bro like
honestly this this price action from btc from the higher low that we put in super impulsive and it's
happening at the right time while leading assets like gold and SPX
are coming to these technical levels,
which I keep talking about
because that's super important
because if BTC is behaving like this
while they're approaching,
quote unquote, resistance
or a level where they should cool off
or at least people take profit, right?
They're TP zones.
So if you're taking profit out of gold or SPX
and you know the environment is still hot
for risk to do well, it's likely
you're going to rotate that into something like BTC.
If you see it going higher, if you see SPX going higher, it's just you've got, what's
it called, diminishing returns from that point, let's say above 7k or something like that.
So that's why it's super important to take note of that.
They're approaching these TP levels, BTC is acting impulsively off the low.
That's massive signal to you that something is going on
and likely you're going to experience even bigger upside on BTC.
That doesn't mean that it's going to happen today or tomorrow or next week.
It could play out over the next few weeks, but it's still signal.
If you can understand that the macro environment is supporting that gold stocks
and Bitcoin likely continue to trend higher,
at least for the remainder of this year and into Q1 at the moment, right?
Plus a bonus to that, the dollar dropping towards the low 90s, which we've been waiting for for a while.
We had a bit of a pump recently from the low.
I think we went to like 96.2 on DXY right on the FOMC.
And then we've shot up a little bit since then.
But I think this was just a little bit of a liquidity cleanup above.
And likely this thing starts to trend towards those low 90s to finish off the year.
But what that does is that unlocks another batch of global liquidity.
And we can clearly see what global liquidity has done to these markets since the April lows, right?
Literally,
you have been up only. BTC has pulled back and had some stabs of lows, liquidity cleanups on the
downside, but it still hasn't been a ripe environment to get these rotations out of the
higher cap assets like golden stocks up until right now. So getting the rotation plus more liquidity coming
if DXY drops, which it should, to finish off the year,
you're setting up for a monster rally
that's likely going to last months
and maybe even quarters, right?
Q4, Q1, maybe even into Q2 or one big wave.
I don't know.
We'll take it step by step, but it's all playing out.
So it's just good to see, man, like good to see this
price action off the low. And I had a gut feeling I was saying that we're probably going to put in
a higher low because why would they go to 107, right? The market makers who control these pivot
points, why would they go to 107 and not just go another 500 points lower, get that liquidity and
fill their buys and then push price up if they were not trying to front
run that zone in the first place and keep it there so people continuously expect that low to
be swept right it's very clear that you know everybody can see a bitcoin heat map if they
just search on google and go on glass node or whatever it is so i've noticed these zones get
front run a lot even on the world war threeout, I was saying that the low is probably going to be 98k.
We went to like 98.2 and we front ran the zone at 97.6.
Plus there was liquidity around like 95.5 ish.
We completely front ran that very obvious liquidity zone.
And the same with the April lows at 74.4k.
The obvious demand zone was 73.6 plus liquidity at 72. You front ran it and you mooned
52k since that area. And same thing just happened now. So that's why I was like,
okay, we can still sweep 106.7, but that's probably the bottom because there's nothing
left to take after that. And why would they ruin the chart structure to send it to 100k
when everything in the macro environment is pointing that you're
going to go higher. Makes no sense to go below 106.7 unless there's something fundamentally
wrong in the thesis, which there wasn't because gold is mooning and so is SPX, right? BTC is just
a laggard of those two. And so it was clear. But you front ran it again, you front ran the 107k lows,
which was my gut feeling and you've impulsed off those lows
and yeah you had a higher low basically with a lower low in sentiment so perfect uh area to have
this impulsive price action and it played out so now we're basically at the main level on the chart
to really like get things to speed up which is 118k and you've obviously you know come right into
that area of course you have just literally back to back impulse off the low.
So it would be normal to slow down a little bit here.
But also, I wouldn't be surprised if you go to like 122 first and then you actually
pull back to 118 before you break the all time high, something like that.
So you're either going to chill below 118 now and hold 114.7 which was the area you just left behind
uh and then start chipping away at the upside levels that will take you know until the end of
the month both scenarios kind of pointing towards the end of the month but if we get the immediate
bullish scenario we could probably see like the third week of october actually pressing against
the all-time high and if not if we range let's say we stay below 118, spend some time above 115, above 114, and then get above 118, then chop around a little bit more. You're looking at like first two weeks of November kind of thing. So again, it's all pointing higher. I wouldn't even like worry about the price action, you know, what's happening locally or whatever. Even if you're looking at your own bags, like you've seen this monstrous rally
off the low for Bitcoin.
You're like, why are my bags not moving too much?
Well, that's just not how it works, right?
You need to chip away at these upside levels
because there's still people looking at 118
and thinking, okay, we've tagged 118.
We're going to go to a fresh low.
And they'll say the same thing when you go to 121.
They'll say, oh, we have to at least go back to 111
or fill the CME gap or something like that
because they just have no idea what's going on.
And then once it actually breaks into all-time highs
is where everybody capitulates into long
because they realize,
whoa, that thesis was completely wrong about going lower.
So alts tend to catch up
as those incremental levels get taken.
And obviously the steeper,
the higher the level,
the steeper the rally will become
in the altcoin market.
And a good sort of flashback
of where these algos on the altcoins turn on
is when we had that 99.5k break
after the 74k low, right?
I keep mentioning that
because it was very obvious.
You look at all the charts
on chain right now let's say all the decent meme coins that have been doing well let's just say
i don't know fart coin troll useless you name it pump all of their volume is like relatively low
compared to when we crossed 99.5k off those lows everything just like 10x in volume and that just
tells you that literally the market makers are turning on the algos, ramping up the volume, pushing prices higher,
things like that. And that's the signal that you want to get for the alts to do super well.
But you won't get that until a certain level on the Bitcoin chart is taken. And it could be 118,
it could be 124, which is the all-time high it could be 130 i don't know
but you just want to wait for that because the next breakout is leading into a multi-month rally
and once those algos turn on there's just no stopping it from there because you're in price
discovery this time and you've got bitcoin dominance looking super heavy you got ethbtc
about to break like a very clear resistance zone on the next leg 0.44 to 0.57 you get above
that it's just complete euphoria in the old coin market so why would you stress about your coins
you know range trading 50% up and down when you're just waiting for the big wave to kick in and
everything gets wiped all at once so as long as you have the idea or a belief that,
and obviously the data backing it,
that things are going to go higher eventually, and probably soon now that we're getting this price action,
kind of validating it even more,
you just sit and wait and you keep stacking
because it'll all happen at once.
And then that's where you profit.
If you're like trying to hyper manage your positions right now,
based off of like all of these swings,
you risk overthinking you risk
cooking your bags and then you risk getting priced out and buying higher and then eating a dip on the
chin when it's the wrong time uh to enter and then you'll get shaken out on that dip and sell and it
just leads to you know chaos basically and yeah you don't want to be in that position you kind of
just want to detach yourself uh from all the emotion and just wait.
So that's kind of where we're at right now.
And it's just looking super, super clean, right?
The last space we did, was it yesterday?
I was saying the same stuff, right?
Now that the candle is slightly higher, people will agree.
But when the candles were lower, nobody wanted to agree.
But nothing has changed.
That's the whole point of what I'm trying to say is all of these low time timeframe swings, none of it matters. Like in the grand scheme of things, none of it
matters. If your macro viewpoint is on point, and it's playing out and being validated by other
charts, remember, everything is just leads and lags. If the leaders are validating that your
macro thesis is correct, you have zero worry about BTC. Zero worry. You're just waiting. So that's
where we're at and we're
waiting and these upside levels are being taken so a little bit more patience and then all at once
hey don you want to know something uh insane it's kind of massive man i'm not sure if the
people are ready for this but uh did you know that when pump peaked out
uh two weeks ago that's when others btc also took a little bit of a break if you go back on the
chart both respective peaks happened uh at the same time and now pump is leading off of the lows pump is up like 45 percent from the lows
on the 27th of september and um now is when others is starting to like bottom out here uh locally
that wick that formed on the 22nd.
And if we push above that September 29th high, I'd say others BTC can honestly start to actually
test the yearly open.
I think that's like a conservative target, man.
The yearly open for others BTC. I think that's like bare target, man. The yearly open for Others BTC,
I think that's bare minimum, in my opinion,
for this next wave up.
And I think it happens pretty quick.
And what happens after that,
we'll let the market decide.
I'm just pulling up the chart now.
Others BTC.
Yeah, there could be, obviously, you know,
Others BTC is like a very high timeframe chart, right?
So it can obviously be correlated to a pump.
Or how about this, Donnie? How about this um others btc right and we look at that
against um the arc etf and you'll you'll you'll you'll kind of see uh so what am i saying in the
arc below it yeah yeah yeah you'll you'll see
something man you'll see something and that high from february of 2025 consider that the yearly open
or others all i know bro is that everything is going up very soon. And to the right, up and to the right.
Very simple.
And like others BTC right now,
literally all you need to do is pump what?
20% and it's going to get pretty crazy
after 20% pump on that,
which obviously that's the entire space.
But this chart moving that much,
you're going to already be running pretty hard.
But again, I think this chart
makes its way to a new all-time high. That doesn't mean that it's going to happen within this wave hard. But again, I think this chart makes its way to a
new all time high. That doesn't mean that it's going to happen within this wave that we're about
to experience or it could. I still believe that there is decent probability that you're going to
have legs in this market all the way until the end of 2026, like into the midterms. And potentially
you're setting up for two waves into that obviously
you would want to sell this first wave especially if it goes super high like 180k btc or something
like that because you're just prone to a correction because things have gone up so much and then you
can rebuy those lows but yeah i don't know if uh because this this chart right this others btc chart
even it's probably better if i share it just to the audience.
I'll just quickly post it.
Give me two seconds.
This is the most important chart, right?
For your bags.
All right, I shared it in the nest.
You're exactly at the pivot point that you were going into 2020 of last cycle.
If you're looking at it purely from a chart perspective,
you had the same sort of thing.
You had the prior cycle peak.
You had a bunch of like failed rallies in this slowly downtrending.
You deviate that range low.
You spend time down there and you finally reclaim it and start rallying.
That was the sort of wave one in 2020.
And then you had the big correction.
And then you had the huge second rally in others,
which sent it parabolic into new all-time highs.
But you're at that pivot point right now
where you're about to reclaim that range low
and go into your first wave,
which again to me is pointing towards
the first two quarters of 2026,
likely the first quarter,
maybe like January, February, top, something like that.
And then you correct, reaccumulate, and then you shoot up for the second wave going into,
let's say, midterms of 2026.
And that would make sense because if you're basing all of the economic factors of what
they're trying to do to improve small businesses, low to middle income households, you take
the ISM into that, which is just the business cycle, that's kind of very reliant on rates at the moment. If rates are also coming down next year,
by the time all of that is trickling through the economy and people actually feel a little bit
richer and they're investing in these markets, i.e. retail is here in a big way, you're looking at
the end of 2026 because these processes take multiple quarters to actually trickle through
the economy. So this first wave is likely you know still it
will still have retail interest probably near the top but that second wave is where you would get
you know the large majority coming in and it makes sense going into midterms they want to win the
midterms they're campaigning into that markets will be doing exceptionally well they're getting
everything in place for the market to be optimal in those periods. And it's very clear by these charts that that's the case.
So, yeah, I'm still playing a two-wave sort of idea.
But obviously, you know, that's me projecting one year out.
You just have to see how it all plays out.
But it makes sense.
Yeah, the late 2026 thing actually, like, is starting to make sense here.
If we take the four-year cycle the cycle
is supposed to be ending in two weeks it's not gonna happen yeah um i mean even the s even the
s&p it's like it's still not up 10 plus percent from uh the all-time high back in february like
it it still hasn't been an insane year for the indices.
Perhaps for a few select names, right?
For the indices, it's not really frothy until you start seeing the S&P up 20-plus percent year-to-date.
S&P right now, year-to to date is up like 14 um so it gets get the s p to like 7 000 and then like
perhaps we can talk about a low time frame kind of correction at least on the indices um but for
crypto we usually have that catch-up trade happen in a couple of days.
Did you see that open AI thing that it can now create anime?
That's insane, man.
I saw that.
That's the first iteration of it as well.
So imagine in a couple of years.
Man, you know the propaganda that we can create?
The bullish propaganda? Because those uh images that i made
back in august and last month that was all just using um that was all just using like the image
generation but for the video man the amount of bullish propaganda that can happen is going to be
happen is going to be uh absolutely insane like can you imagine uh the scott beset playbook opening
man and then you see jerome powell printing money in the background but uh dude you know i i actually
think at least locally um eth btc can lead and then soul btTC happens. ETH BTC looks like it can actually
have an impulse before SOL BTC
does.
And that's kind of the trend that we
saw off the bottom
in April, May.
ETH BTC went
crazy and then SOL BTC
followed after.
I think that next breakout that E that eth has we're definitely going to
see close to 6 000 and once we see soul flip 250 man that's going to be absolutely um insane man
like really insane um the velocity of that move is going to be quick. Yeah, I agree. I think ETH goes to like 7 to 11k in this first wave.
And then from there, we'll kind of see.
And for Seoul, I think my targets were 600 to 800 or 600 to 1,000 on this wave.
And those numbers sound like big and all that to people.
But literally, if you just work out the math of where BTC is going
where ETH BTC is going to go, it just all points to there
and then you obviously know ETH sitting at 4.3 right now
if it goes up over 2x from here, what will happen to the entire space?
and again, it probably happens in the next two quarters
incrementally, but steeper and steeper with each leg
but speaking of pumps, do you remember that pump? incrementally. But steeper and steeper with each leg.
But speaking of pumps,
do you remember that pump?
The pump that Aura had in the summer?
I still don't know
what caused that pump. I never actually
looked into it too much.
It went from zero, basically,
to 250 or something.
250 mil.
Yeah, in like like two three days
which is which which is insane i'm hoping for pumps uh that have those kind of gains but it actually lets people uh size in right like with peanut the squirrel it was impossible to catch that trade unless like
you saw that elon had it on his on his pin tweet for those first two days because after that right
like you saw it go from 15 mil to 200 mil and you think to yourself man there's no way like i'm
gonna get into this i completely missed out and it does a 12x from there um but if you look at something like a chill
guy you actually had some time to position yourself in it um yeah it makes me wonder man like
i know we were talking about certain tickers what if they released during that time
if troll had released in that era yeah it would have gone civilians man just like uh i reckon it would have done a few bill
easily like that's the thing is conditions come first and everything else follows that
yes sir man yes sir um i mean outside of that man um i don't really think there's uh
Outside of that, man, I don't really think there's much to discuss.
I know we have FOMC at the end of the month, but, man, just to start out the month, there's already some volume coming back, not just on-chain, but also on centralized exchange tokens.
And, dude, one of the tokens that really that really like ran it back off of these uh
local lows was cards man that thing is up like 3x off of the lows and what i noticed is like
the hype for cards was a lot more during the first initial run-up and now it's like
a lot more during the first initial run-up and now it's like it's so muted it's so muted and um
that's the thing like whenever a coin has the second leg up the sentiment is is more muted
than the first wave but the velocity of that second move does does have the potential to be a lot stronger man um and it makes me wonder
if we're starting to see some soul coins starting to trickle up and there's also one coin that i
just i i i just can't mention it on this space because it is like it is a bit graphic as far as like what this token is going up for but this thing is like at 80 mil
and i'm not positioned in it i can't say the ticker but uh it it is honestly like disgusting on
why this token is actually going up but it just i'm just trying to paint a picture like some things on Sol are slowly starting to trickle up.
And we even have LaunchCoin.
That was a good trade back in May.
That was a really good trade back in May.
But even LaunchCoin is threatening to make fresh local highs here from the August lows.
I know they have a rebrand they're gonna
rebrand from launch coin to blv believe and a lot of coins in that ecosystem have made all-time highs
you have pql which i think i played back in like may for like a 3x or something from like 1.3 mil to like 8 mil or something like that
um and now it's at 40 and clad which is one of chill's favorite tokens that hit 40 mil as well
um so things are happening on Seoul for sure, man.
What are you thinking about Aster, bro?
The revenue that those people are making is going to be twopped in, apparently, to the buybacks.
And over the last two weeks, they've been making tens of millions on fees.
And we know what happened with the Pump Fund token.
But the caveat to that, rather the counter argument, is that the market cap for Aster is a bit higher than when Pump started doing those buybacks for their token.
started doing those buybacks for their token.
But as of right now, I think Pump and Aster have the same market cap as of now.
But the amount of money that CZ is able to swap into,
because it's basically CZ's coin at this point, is astronomical.
is astronomical.
We're talking like 100 plus mil, 200 plus mil
worth of fees to swap into, man.
And that is a lot of buying pressure for an altcoin.
Yeah, I reckon it'll be a good trade.
Because now that BTC has obviously performed well off the low,
if it maintains the momentum that it's got now,
i.e. holding 115 and then pushing higher,
then Esther shouldn't really go lower than $1.25.
If you get a bigger shakeout or something like that in BTC,
then I think you can lose that level and head towards $1
or maybe even lower than that.
So I would just manage the position.
But yeah, I think if you do hold above $1.15 for BTC
and then start pushing up higher, this thing should bottom pretty soon.
And then it might just spend some time digesting,
obviously, the huge pump that it had.
It could take some weeks before it actually finishes this reaccumulation
and then rallies but yeah i think um somewhere above 125 should find the low so long as btc stays in check
and then yeah it can run you know much higher but i just know that like but this was different as
well because i was looking at it uh relative to hype and hype had a very similar rally right launched rallied super aggressively from there uh non-stop to like 30 something bucks and then
that was in the peak of december 24 i think and then obviously we had uh you know some corrections
from there the fed pivoted hawkish and then hype went all the way down to eight dollars but if
we're now about to break out, it's kind of a different dynamic
unless you get that big shakeout.
So I wouldn't expect Aster to go towards $0.80
or lower than that unless we get a big shakeout
in the broader market,
which seems less likely than...
Yeah, less likely.
Yeah, dude, if BTC has a correction to like 98k to have it out of the
picture i mean bro if that if that were to happen like 112 like 112 something like that no no like
100 sub 100k is literally it's always always out of the picture in my view yeah dude someone's gut said
that the market was like fully topped um and that it was a great trade to like long to long leverage
long xpl at the top my gosh i actually had to cut xpl and like i was thrown stones for for for having risk management I cut XPL
at like a block oh a a buck oh nine I got in at 140 like yeah route like 140 139 138 something
like that I like using limit orders for size trades.
I don't really like to market by.
But I think that was like a 25, 24% loss.
And I got that position and I put it into pump at like 0.0057, 0.058.
And I've remade those losses back.
And XPL is now making its way to its low that it made
after the listing that it had on exchanges.
I think it had that initial pump to one dollar ish and then
it dumped to like 60 cents and then it had that 2x 3x move off of uh off of the bottom and it just
it started to remind me of like of like the price action that pump and pengu and that say had during their tge where they come out
they pump during their first day and then it's like a slow grind down and then it just chops in
the bottom for accumulation and by the time it starts to pump you've already missed so many
opportunities so i'm like nah um one token is in a downtrend and then the other is breaking out of its local accumulation, which was pump. Right. And that's the thing with this market. Like sometimes you have to pivot on a swivel. You can be super bullish on one asset and then you can receive information based on what you see an hour later and switch your bias.
It's kind of like Luna, right?
Oh, I'm so bullish on Luna.
Doquan is buying BTC.
And then you start seeing that a bunch of people with size are shorting UST and selling their Luna.
And you start seeing UST DPEG.
And it's like, all right, I have to sell my Luna.
And then people are like, oh, but you were so bullish on Luna yesterday.
What's going on?
What's going on?
And it's like, damn, bro, like crypto people and stock people are like two different breeds.
A lot of crypto people are almost like a character of a boondocks episode.
And that just is what it is.
And it comes with the territory when you put your thoughts
out there um but uh that's what makes this market entertaining man like you can say you're bullish
one asset and bearish another asset and just like the emotional reaction of this industry is is
amazing bro it really really really is even with like btc right um and the
miners you'll have people that like hate miners but they love btc like they don't want any sort
of positioning on miners even though it's going to be the miners that allow you to have a bigger
spot position on Bitcoin, right?
Like with Iron, right?
I think, shout out to Mike Alfred again, man. I think Iron also made a, let me see here.
No, I didn't make an all time.
didn't make an all-time it's it's basically at the highs it's like iron is literally
It's basically at the highs.
10 cents away from making a new all-time high like actually no a dollar excuse me yeah about
a dollar for making uh new all-time highs um whether it's btc that's not really doing much, honestly,
compared to the opening of Q3.
Go ahead, man. You can talk.
I was going to ask, so XPL wasn't the future of finance?
I mean, I think it's going to go into price discovery at some point.
No, it's all good.
I'm confident it's going to go into price discovery um it's just going to be one of those like vc launches where um i mean look at the pengu chart
and the pump chart it's almost the same pattern you have a pump on day one and then some
distribution and then it starts to dump to find uh a low to accumulate in
and then that's when it'll be uh an outperformer right um yeah it's all for these new launches
bro that's the thing yeah and aster like wasn't even a fresh fresh launch it was actually a multi like the token is actually
multiple years old um i think the old ticker for aster because there was a rebrand that's
that's something crazy as well uh i think the original ticker for aster was like
axp or apx something like that um and if you go on binance marchain like you'll actually
you'll actually see before the migration this thing was like at 10 cents eight cents um and
then when cz shouted them out it it pulled out like a 6x and went to 60 cents 50 cents um
one to 60 cents 50 cents um it's it's almost like what happened to matic um matic i think
matic did a rebrand and they moved over to polygon uh they rebranded from matic to polygon
and they went from like a penny to three bucks um but the move from asher was of course like much more aggressively
given that cz uh i think cz bought like almost 40 percent of the supply um that was that was a
move bro they did have an unlock today though i think they had an unlock today um but uh
bottoms on xpl i'm not i'm not even sure man um maybe this is the bottom but i i just think
momentum wise pump has it all dude um i think Pump is going to go into price discovery.
If this is going to be an actual uptober, something with some chart history,
and perhaps if XPL breaks like $110, $115, something like that,
then it could be used for a scalp or something like that then it could be used for like a scalp or something like that um
but i did see like a lot of heavy whale wallets like 90 of the whale wallets move their stacks
over uh to some exchanges so yeah uh from their wallets like they moved their stacks to binance and stacks we all uh xpl right right
yeah and we all know what that means bro yeah yeah man yeah um but other than that it looks
clean bro like it had a nice bottom there. It broke out of that range.
And now it just has to hold 0.06.
And then probably it can push towards a new all-time high.
Yeah, I'm thinking, like,
Seoul getting above 250.
The drawdown that Seoul had from like 250 to like 198 199 was really quick
it happened within a week um this market moves so fast and the crazy thing is is like solana and robinhood are now close to the same market cap but the volatility
um with some of these crypto assets like like a solana and like a bnb are much more than some
assets in trad fi um and i i'm guessing that's just because the liquidity in crypto is just not the same as in TradFi.
But I think with this next wave of these digital asset treasury companies and ETFs that are going to go live later on this quarter or the next quarter after this one perhaps that's going to be like the the breakout
candle the solana etf yeah the sole etf um that's what i'm looking forward to man but is there
anything else that you want to yap about bro anything else that's uh that's on your mind
no not really i think um it's a nice show yeah i think the end of october should be
we should have an answer of like you know what's really happening are we going to break out or not
kind of thing it's leaning around that pivot point now like transitioning from october to november
and then just enjoy until december jan Feb, something like that.
So a rally similar to Q4 of 23 all the way to Q1 of 24.
Yeah, I want that rally to happen.
And the crazy thing is, is like the IWM is at macro range highs with liquidity conditions.
At the very least, they are improving in Shradify.
And I just can't help to think like all this dormant capital
with stable coins that are being printed,
Tether and USDC and now USDF and now USST with stable,
where is that money going to go into?
Because when it starts pouring in, it's going to happen very fast.
Like Aster type moves, man, where people see something.
I think Aster at 50 cents was at like 800 mil or something like that.
Let me check again.
I got it here.
Yeah, so at like 50 cents,
Aster was at like
just over a bill,
I believe. Wait, no. aster was at like just over a bill i believe wait no um okay just under a bill so like 900 mil and
that is looked at as a high cap in crypto and it still ran up like four plus x um and these stables are probably going to push
into like not only things on chain but also some high caps man and um it's going to be a nice ride
man it's going to be a really nice ride and if anyone survived like this this like
strange market dynamic where
breadth the breadth
of this market was
only held in a few select
tokens then I think
you're going to be rewarded at the very least
with an echo bubble bounce I think man
an echo bubble bounce at the very
least especially with IWM
breaking out into range
highs man but i think we can close it off bro how high bro like if you were to give an others btc
estimate from here to the end of the year where do you think where do you think uh we end up
from here to the end of this year yeah what do you think where do you think we end up on others btc ah yeah nah it won't
be like new all-time highs for sure but it'll be a good balance right um but i mean like peak cycle
type stuff this this cycle is better than uh the last cycle that we had new all-time highs bro for
for this cycle easily yeah yeah easily easily others btc will have new all-time highs i think
Easily, easily.
Others, BTC will have new all-time highs, I think.
I mentioned in like a space ages ago
how it's similar to the COVID setup,
not obviously in terms of like just rampant inflation
and things like that.
It's much better because you may even get a hint of growth this time,
i.e. people actually having capital that they're earning
and can continuously put into markets and other companies, bigger companies, things like that.
Plus, you have BlackRock and US government adoption side, plus similar, if not greater liquidity conditions.
So it's just like, it's just you've got everything that you need to have, honestly, a monstrous bull run. And the way that they're trying to run the economy, i.e. super hot,
to grow out of the problem, it's just all coming together
for a massive asset bubble, I think.
And obviously, the center of that, again, being marketed by the US government
and BlackRock is crypto.
So it's going to pay to be patient, I think.
And, you know, all you have to do is survive the shakeouts,
which is easier said than done.
But I think if you do survive and don't, you know,
let go of your bags, literally no matter how low they go,
it'll all get wiped in one wave and exponentially higher.
So, yeah, I'm still super excited.
I still believe.
I've had the same belief since 2023.
When I heard Trump was running for president, that may have been like early 23, if I'm mistaken,
something like that. It all started to come together, then heard about the ETF. And I was
like, wow, that's insane. I didn't even know about the timeline or anything like that. I just knew
stay giga bullish. It's going to play out no matter what is said, no matter how bad the
economy is seeming to be by all these pros, just stay long. Like, you know, rotate your bags around
whatever, manage your positions accordingly so you can try to maximize it. But just stay long and
you'll end up winning in the end, no matter how many years it takes, basically. And it's turning
out to be even better than what i had
envisioned back then because you're just having the adoption side of things just turbo into place
right they're passing all kinds of bills to regulate this space it's just nuts and that's
that's the mass adoption side that you need that's how you get big pools of capital actually flooding
to the space so it's all going to play out.
And yeah, we're in the transition point
to where the macro actually starts to play out on the charts.
And BTC is at 120, basically.
So pretty crazy to have that at these prices.
prices and you're about to expand like exponentially higher in my view
And you're about to expand exponentially higher, in my view.
my price range price range for 26 is still yeah if we get this leg down on dxy like that's the
thing for me to get btc over 200k like with a high probability let's just say it's gonna happen i'm
pretty confident it will i think btc goes 200 to 400k next year. Obviously, that's a price range. Like you can't say I'm calling for 400K.
I'm calling for 200 to 400.
It could be 201K.
And I'm still, you know, that's still in the price range.
But it could also go all the way to 400.
So as it unfolds and as you see more data,
then you can, you know, kind of pinpoint how,
where exactly that target will be.
But yeah, far out.
Seeing a 400K BTC next year with a Bitcoin dominance nuke,
obviously you'd have some push and pull on that chart
before a big nuke, but yeah, that'll be ridiculous.
And I still think Max Payne is much higher.
Even for the people that have gone through
the three years of torture in this market
of stopping and starting the market,
they are going to, because they always ask, who's going to buy our bags? You're going to buy your
own bags higher, if that plays out. And that's how you get these exponential parabolas across
the board. If you sell soon in a 3x, let's say, overall, your portfolio does a 2, 3x, and you sell,
soon and like a 3x let's say like overall your portfolio does a 2 3x and you sell and you're
happy you made some money you know you're finally up but then everybody else comes into the space
and they start outperforming you because they're just reckless and it's like everything's going up
bid bid bid buy this new coin buy that new coin and they're destroying whatever gains you made in
the last three years you just won't stay outside of the market it's just impossible and it happened
to people last cycle as well but it'll be 10 times worse this time around because it's been such a brutally long
wait and people are just tired people that are actually here but like 80 90 95 percent of the
world isn't even here or not even paying attention um when i speak to like regular people and they
ask they ask me like what i do or something like that and i even mention crypto they're like oh
like how's that you know what price is bitcoin at and you tell them it's above 100k and they ask they ask me like what I do or something like that and I even mentioned crypto they're like oh like how's that you know what price is Bitcoin at and you tell them it's above
100k and they're like shocked they have no idea I think that's a great way that is a great way to end the show, bro. What do you think, man?
Yeah. Pretty sweet.
Guys, thank you all so much
for tuning in. If you guys enjoyed
the last hour, if you've been tuning in
for the last hour plus
and you enjoyed today's stream, feel free
to give us a follow. We go live
here throughout the week between
4.30 p.m. EST to 5.00 p.m.
EST. Show is usually about an hour
sometimes on the lower end of 45 minutes sometimes in the upper end of two to three hours so it all
depends on the day what there is to discuss all that jazz and we speak on all things markets
whether it's trad fi crypto macro narratives all that good stuff. You've enjoyed it. Give us a follow.
Follow BecauseBitcoin account.
Follow Donnie's account.
Follow my personal account.
And feel free to turn on bell notice on the BecauseBitcoin account
so you can be made aware of whenever it is that we go live.
We also have a YouTube show called Market Check.
If you guys are into TA, that show is hosted on YouTube throughout the week.
Start time is between 11 a.m esc to 11 30 a.m esc show
also goes on for about 45 minutes an hour sometimes an hour and a half again depending on the day so
we have content in regards to multiple styles if you guys like audio if you guys like visual we
have it all so thank you all so much spaces are recorded and if you guys like visual, we have it all. So thank you all so much.
Spaces are recorded.
And if you guys are interested in joining an Inner Circle Alpha group where we have multiple channels covering various sectors of the market as well as private live streams, you can check out the link in our bio.
Feel free to send us a DM if you guys are also interested in upgrading your toolkit to navigate the market
check out bb terminal a lot of exciting updates including a bridge list decks which goes live
later this quarter and next quarter of uh q1 of next year lots of exciting things in regards to
that so follow the bb terminal account and if you guys have any questions in regards to any premium
packages you can send us a dm i'll get back to you within 24 hours so thank you all so much shout
out to my lord savior jesus christ for allowing me another day of health to talk markets with
you all without god none of this would be possible all the glory goes back to him so
thank you all so much for tuning in and we'll see you on the next one peace Thank you.ご視聴ありがとうございましたん
んん Thank you. Gracias. Thank you. .
