"Bubble talk is stupid."Jordi Visser (@jvisserlabs) ran capital at Weiss Multi-Strategy as CIO.30 years on Wall Street. Built one of the first vol-arbitrage frameworksfor systematic hedge funds.On the @new_era_finance podcast, he explained why:"PE goes UP in bubbles, not down. Right now PE is contracting whileearnings grow 27%. That's the opposite of a bubble.""Bitcoin is the truest scarce asset. AI will not change Bitcoin. AI isthe force that funnels money into something with a moat that does notget destro ...

There are still so many opportunities in the altcoin markets.People are just to stubborn and lazy to chase them as people refuse to spend energy into researching protocols.They’d rather want to chase ‘cheap’ flips with Swatch <> AP watches that flop.Some very simple examples: $HYPE, $NEAR, $TAO, $ZEC.Which am I missing? ...

The most important read from this chart is the heaviness of the recent crash on Bitcoin.It was just 50% from the highs, but in terms of indicators, it was the most severe crash the asset has ever seen.The likelihood of having another leg down is relatively slim.It only happened in 2022. During that period, it only happened because one of the major exchanges broke down.All completely different this time.Quinten | 048.eth (@QuintenFrancois):Bitcoin 2-week MACD bull crossEvery time this happened after a bear m ...

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"They are not going to be able to raise rates."Jordi Visser (@jvisserlabs) ran capital at Weiss Multi-Strategy Advisers as CIO. 30 years on Wall Street. Built one of the first volatility-arbitrage frameworks for systematic hedge funds.Managed billions through three crises, never had a thesis-driven blow-up year."Interest payments on US debt are now bigger than what we spend on defense. Over a trillion dollars a year. This is what Bitcoin was made for."We cover:— Why the Fed is mathematically trapped and how ...

The reason I went all-in into altcoins is quite simple: this is the final window of opportunity for excessive returns on assets.They've been presented through the commodity and energy sectors.Now, it's semiconductors.The moment #Bitcoin breaks through $90-100K, Bitcoin's valuation will likely go way higher than most of us expect it to go.That's always how markets behave. During excessive bear markets, nobody believes the markets to turn around and they undervalue the upside.The moment Bitcoin breaks that cr ...

The financial system cracks.I do think that we're in the final inning of this entire financial cycle.Compare the current period with 1928.There's 1-2 years of fun to come, in a period where everyone believes that everything is fine.They'll be buying properties, expensive watches, cars, they'll be betting on crypto and altcoins again.That rise of crypto and Bitcoin in the upcoming cycle will be the tipping point of the entire financial system. Tipping over the financial system requires only a fraction of mon ...

#Bitcoin doesn't look great.Far from it.Five consecutive days of red candles, liquidations on the long side, Michael Saylor buying another $2 billion in assets, and there's no momentum at all taking place.There's still an outstanding CME gap at $79,100 waiting for the markets to be filled.That's also the crucial area to break through in order to be getting back some momentum in the markets, as it's currently facing a crucial resistance zone for support.If this are doesn't hold, then we're most likely cascad ...

Bitcoin started the week with the heaviest liquidation on long side in three months.Price hasn't fallen down at all.Bitcoin's price is just a mere 1% lower since the start of the week and altcoins are acting significantly stronger than Bitcoin.No surprise, the moment that oil rallies upwards, you'll see Trump jump around and say that there's some form of 'peace' on the horizon.Only to manipulate the markets even more.Two crucial factors:- Yields continue to rally, especially in Japan. I would expect to see ...