Price Prediction - Bitcoin is predicted to potentially reach $9,999,999 by 2027 [1] - The potential blowoff top for Bitcoin could be $9,999,999 or even higher [2] Market Dynamics - Politicians' monetary policy of printing money is seen as a reason to hold Bitcoin [2] - There is discussion around whether Bitcoin will decouple from NASDAQ and act more like gold [3] - The nature of Bitcoin is being questioned, specifically whether it is a risk-on or risk-off asset [3]

helped manifest some green candles over the weekend, right. So, I should do it more often. >> You took one for the team fortuitous.You managed to You managed to tear yourself away from working for a few precious hours to pump everyone's bags. >> Exactly. Yeah.Take do my deed for the community. >> That's very good of you, Nick. That's very good of you.We appreciate it. >> The most important question for us in the retail crowd, the plebs, >> when token, >> when token >> Yes. Um, so there's been a speculation ...

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 ...

CME Gaps and Crypto Market Dynamics - Weekend crypto pumps often create CME gaps, with a 65-90% chance of prices falling to fill them [1][13][19][33] - Derivatives markets, estimated to be 4-5 times larger than spot markets, significantly influence crypto prices [4] - CME gaps occur when crypto prices move significantly above or below the last CME futures contract price while the CME is closed [12][14][15] - Bitcoin leads the market, so Bitcoin CME gaps have the most significant impact [13][33] - Bitcoin CME gaps typically fill within 2 weeks, with 80% filling within 30 days [17][36] Institutional Trading and CME Gaps - Institutional investors use basis trades (buying spot Bitcoin ETFs and shorting Bitcoin on the CME) to profit from price discrepancies [21][22] - CME gaps are filled due to institutional trading strategies that realign spot prices with futures prices [23][24] - CME gaps highlight that crypto spot markets may not be as liquid as advertised [26][27] CME's Response and Future Outlook - The CME will introduce 24/7 futures trading in early 2026 to reduce volatility caused by CME gaps [29][30][32] - CME gaps increase volatility in the crypto market, which is undesirable for both traders/investors and institutions [31][32] - Trading CME gaps can be a profitable strategy with proper position sizing, low leverage, and patience [34][42]

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 Market Overview - US office loan defaults are nearly 12%, apartment loan defaults doubled in the last year, and $1 trillion of commercial real estate needs refinancing by December [1] - Private equity has assembled a $400 billion war chest for distressed commercial real estate [2] - The American commercial real estate market is worth $207 trillion, exceeding two-thirds of the US Treasury market and America's GDP [10] - $15 trillion in US commercial real estate loans needed to be repaid or refinanced by the end of 2025, later data shows it's closer to $1 trillion [28] Sector Performance - Office sector is in critical condition, retail is facing an identity crisis, industrial is exceeding expectations, and multifamily is watching nervously [9] - Office buildings in San Francisco have lost 70% of their value since 2019 [17] - 46% of securitized multifamily loans maturing by the end of 2025 are insolvent, totaling $473 billion in underwater apartment loans [23] - Total commercial real estate distress hit $116 billion by March 2025, the highest in over a decade and up 23% year-over-year [25] Financial Institutions and Lending - Delinquency rate for office loans hit 117% last month, worse than the 107% peak during the 2008 financial crisis [19] - Small banks with under $20 billion in assets hold 561% of all commercial property loans [32] - 25% of the $15 trillion, approximately $35 billion, will be hard to refinance [33] - Deutsche Fund Brief Bank is exiting the US market, writing off a €41 billion portfolio loss [39] Private Equity and Market Strategies - Private equity's war chest has grown to $400 billion, with 64% targeted at North America [41] - Brookfield raised a record $16 billion distressed real estate fund, deploying $18 billion in Q1 2025 [42]

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 ...