Bitcoin just closed its first red October since 2018 as Jerome Powell’s hawkish tone spooked the markets and triggered a brutal sell-off across crypto. In this week’s livestream, we break down what went wrong — and why November might be setting up for a big comeback. In this episode, we dive into: 💣 Red October recap — How Powell’s comments and Trump’s tariff threat crashed sentiment 📉 BTC price action — Key breakdown levels, whale selling, and long-term holder capitulation 💼 Macro reset — Fed, earnings, an ...

Never trust a weekend pump. It's a popular saying in crypto and that's because when crypto pumps over the weekend, it tends to create a CME gap which gets filled 65 to 90% of the time depending on your source. And this means that crypto prices are almost guaranteed to fall to fill the CME gap left from the previous week.Everyone knows this, but nobody understands why it happens or when it will stop. And that's why today we're going to tell you everything you need to know about CME gaps, including when they ...

Debasement Trade Overview - The debasement trade involves rotating out of fiat currencies into assets like stocks, gold, Bitcoin, and real estate due to concerns about the declining purchasing power of cash and government bonds [4] - The core idea is that investors prefer owning productive or scarce assets over holding fiat currencies that are perceived to be losing value [4] - Debasement doesn't necessarily mean hyperinflation or currency collapse, but rather persistent deficits and a policy bias towards managing debt [12] Asset Class Implications - US stocks benefit as owning businesses becomes more attractive when cash is perceived to be melting, particularly those driving economic growth [5] - Gold serves as a traditional hedge against money printing and a safe haven amid geopolitical uncertainty, recently reaching all-time highs [7][8] - Bitcoin is viewed as digital gold with a limited supply of 21 million, gaining mainstream acceptance through ETFs [9][10] - Real estate is considered a physical, scarce asset that provides essential shelter, maintaining high prices despite fluctuating mortgage rates [11] Drivers of the Debasement Trade - Fiscal dominance, where large government deficits and rising debt servicing costs constrain central bank monetary policy, is a key factor [14] - US net interest costs on debt are projected to exceed defense costs in 2025, signaling a significant burden [16] - Global debt stands at over 235% of GDP, driven by public borrowing, making the debasement trade feel rational [18] Bull Case for Continuation - History suggests governments tend to rely on policies that lower real rates to manage heavy debt, a concept known as financial repression [22] - Structural flows, such as US ETF flows projected at $14 trillion in 2025 and automatic enrollment in 401(k) plans, support equity markets [23][24] - Central banks' consistent gold purchases, exceeding 1,000 tons for three consecutive years, indicate a long-term reweighting [27] Counterarguments and Nuances - Market moves may be driven by market cycle exuberance and sentiment rather than solely by debasement concerns [35][37] - Concentration in a few mega-cap stocks can explain market highs without relying on a macro thesis [38] - Liquidity conditions, such as the Fed's pivot on rate hikes and potential end to quantitative tightening, may be a more significant factor [40]

Market Overview - October 2025 experienced a significant market downturn, contrasting with the expected bullish trend [1][2] - A major liquidation event occurred, exceeding the combined impact of the FTX collapse and the COVID panic in March 2020 [7][8] - The crypto fear and greed index plummeted into extreme fear territory [11] Key Events and Triggers - Bitcoin reached a new all-time high of $126,296 before the crash [4] - Geopolitical tensions, specifically trade war concerns, triggered a deleveraging event [6] - The Federal Reserve's rate cut and the end of quantitative tightening (QT) initially led to a market sell-off due to cautious remarks [12] Financial Impact - $1937 billion in leveraged positions were liquidated, impacting 16 million traders [7] - Bitcoin plunged 18% from its all-time high, while Ethereum fell over 20% [9] - Altcoins experienced more severe losses, with some coins losing 60% to 80% of their value [10] Potential for Recovery - The market purge of excess leverage could create a healthier foundation for a future rally [17][18] - The end of QT and potential further rate cuts could provide a tailwind for risk assets like crypto [21] - Institutional demand remained resilient, with Bitcoin ETFs seeing net inflows even after the crash [22] Future Outlook - Bitcoin and Ethereum could potentially break through their all-time highs by the end of the year, but the path is narrow [24] - Altcoin season is less likely in the immediate future, with Bitcoin dominance increasing [28][29] - The next altcoin rally will likely be more selective, favoring high-quality projects with strong fundamentals [32]

They've been delisted, dismissed, and declared dead more times than we could count. And yet, privacy coins refuse to disappear. I'm still right here.In recent weeks, they've been pumping like crazy, reminding everyone just how important privacy really is in crypto. But is this just another fleeting rally or the start of a much bigger shift. Today, I'll break down everything you need to know about privacy coins, including how they work, why they're so important, which ones should be on your radar, and what t ...

I don't think that mainstream adoption looks like everybody sells all their real estate and all their gold and all their stocks and then they all buy Bitcoin and 100% of everyone's portfolio is Bitcoin. That's not realistic. I I think what's realistic is that the percent of everyone's portfolio that's Bitcoin or cryptocurrency goes from sub 1% to 5% which you know would get you to that million dollar per bitcoin number.then everything else in their portfolio, you know, as an asset manager, a sovereign wealt ...

Commercial real estate or CRA is now more screwed than it was in 2008. Nearly 12% of US office loans are dead. Apartment loan defaults doubled in the last year and a trillion dollar of CRA needs refinancing by December at rates that make the maths impossible.Meanwhile, private equity has assembled a $400 billion war chest for what they're calling quote the greatest distressed cycle in 40 years. And somehow none of this is front page news. My name is Guy and today we're going to talk about the $20 trillion c ...

We've got a very special guest for you straight out of MDC. It is none other than Mr. . Sam Bankman Freed himself.Sam, welcome to the Coin Bureau. >> Hey. Uh, so great to be here.I really appreciate the opportunity. Uh, coin. I I don't get to watch much YouTube and prison.>> Are you sure that the gods are allowing you to do this interview. Because I know with the Tucker Carlson interview the last time it was a bit >> a few a few strings that had to be pulled, you know. Uh but you know I I I guess maybe ther ...

Bitcoin is back in recovery mode after a wild week of liquidations, short squeezes, and major macro headlines. In this Bitcoin price analysis livestream, we break down the key support levels, whale activity, and catalysts that could set the tone for the final stretch of Uptober. In this episode, we dive into: 📈 Bitcoin bounce — From the $107K drop to the weekend breakout ⚠️ Funding & futures — Shorts piling in and the squeeze that followed 🌍 Macro fuel — CPI surprise, Fed QT shift, and Trump’s shock move on ...

Black Rockck has been quietly preparing to capture your savings and now their technical solution has arrived. CEO Larry Frink recently confirmed that the world's largest asset manager is developing its own proprietary system to tokenize assets. But instead of using public blockchains, Black Rockck is building something far more centralized and scary.And that's why today we're uncovering the real $68 trillion reason behind Black Rockck's tokenization push. How they plan to use crypto for control and what it ...