A conversation with @jvisserlabs on why everyone giving up on crypto is doing so at exactly the wrong time. We discuss the dot-com bubble comparisons, why Bitcoin is not a simple liquidity trade anymore, using China's ghost cities as a model, how the crypto & Ai trade are linked, and what this next phase will look like... 00:00 Intro 00:43 When Believers Give Up 03:07 Wall Street Calling 04:41 Bitcoin’s 7 Sigma Reversal 06:23 When Sellers Run Out 07:47 Price Moves Before Stories 09:17 Biggest Move Loading 12:01 Beyond the Money-Printing Trade 14:32 Ghost Cities 15:43 Does the Fed Still Matter? 19:39 Markets Shrug Off Bad News 21:23 Sponsored by Kraken 22:12 Agents As Economic Players 23:30 AI’s Acceleration Point 27:39 Why Agents Choose Crypto 32:06 Missing the Move 35:56 Who Profits From AI Agents? 38:06 Trapped Wealth vs Money 41:05 Robinhood's Role 48:44 Unpacking Tokenization 51:17 AI x Crypto Link

Pumpfun is paying people millions of dollars to "callout" coins and if you don't sell the +6% one-minute candle spike higher, then you're likely down -48% just one hour later? this is such an insane chart

A conversation w/ @CryptoHayes on OpenAi & Anthropic being worthless, why China is especially interesting right now, agentic money systems, crypto token disparity, quantum risk vs reality, and what changed his mind about Ethereum. 00:00 Intro 00:27 Bitcoin to 1 Million 00:57 Why Governments Always Print Money 03:31 Ai Tokens vs Crypto Tokens 04:30 AI Is a Waste of Money 06:11 Zcash vs. Ethereum 07:29 Why Only a Few Coins Win 10:38 China's Coming Money Printing 11:51 Stablecoins vs. Local Currencies 14:03 AI Model Companies Are Worthless 15:17 Agentic Payment Systems 17:28 Why Agents Won't Use Stablecoins 18:56 Poetry and Trading Competitions 21:17 Ai Money > BTC 22:52 Tokenization Supercycle 24:43 Michael Saylor Szn is Over 26:12 Central Banks Buying Coins 27:29 Is Quantum Risk Overhyped? 27:54 Consensus Trades 29:35 Favorite Coins 30:20 Why ETH Will Outperform

Conversation with @nic_carter to discuss the quantum risk for crypto, Ai math advancements, Satoshi's warning, and what comes next. 00:00 Intro 00:50 Bitcoin Investor Unrest 02:08 Finding Risks and Ideas Early 05:36 Why Bitcoin Needs Upgrade 07:10 Satoshi Warning About Quantum 10:06 What Quantum Computers Can Break 12:41 Crypto Market Examples 16:14 Lessons from the Bitcoin Cash Fork 17:49 The Unavoidable Risk for Bitcoin 19:54 Race Between China and US 22:01 The Base Case: Who Gets the BTC 25:21 Why BlackRock or Coinbase Can't Help 29:48 Michael Saylor Opinion of Quantum 34:29 Warning from Google 36:01 Are Altcoins like ZEC or ETH Safe? 38:20 How Markets Could React 41:22 Could This Boost Price 44:01 The Scariest Part About Quantum Risk 47:16 Is it Already Too Late? 48:41 How Ai is Accelerating Risk 50:08 What Happens Next

If you spent more than 30 seconds this week trying to handicap today’s Fed decision, I have one question: What edge do you think you have over every institutional investor and economist in the world? Don’t confuse what everyone is talking about with where the opportunity is. Look for alpha where you actually have a chance of finding it.

Vlad (CEO of Robinhood) & Johan (Robinhood crypto lead) - “stock tokens and stock pairs are literally the future and we are going full force into this new primitive” CT - “you probably shouldn’t buy these stock pairs I think they’re kinda mid, probably over soon”

📜 new CLARITY act text dropped last night. two big things stand out: the ethics sunset has been deleted entirely. the ban is now permanent, broader, and enforceable by state AGs and what appears to be a big compromise on BRCA.. all refs to 18 USC 1960 are GONE

Jamie Dimon and Stan Druckenmiller both agree the US debt and fiscal situation are screwed within 10 years. The problem is they said that 10.5 years ago (April 2016.) Time may be up...nothing a significant USD devaluation v. gold cannot fix though.

Wanted to get a better look at BTC bear market rallies. Seems like as a general rule, the more time that passes, the probability that big moves stick rises. Current move is well out of danger zone, but not yet all clear. ~70-75% odds that we have cycle bottomed based on this.