So, I I think Bitcoin is setting up literally for a 50% move uh by the end of February. And so, we were at 98,000 today. A 50% move gets us to a little under 150 actually. Um I think we can hit 150 um in February. I think we can still hit 140 by the end of the year. What are the things that you'd have to see in the Bitcoin market that would make you change your mind? What's going on, guys? Today we got a great episode with Mel Madison. Mel is here to tell everyone in the Bitcoin community, calm down. Everyt ...

to me like it is a little concerning that like the the count overall has been going down. And the reason this is so like important to me, like existentially important to me is because the old people that buy Bitcoin, right, will always buy Bitcoin if they know that eventually young people are going to buy it. Because that's kind of the ultimate reflexivity built into the thesis of Bitcoin. The old want to buy it because the young love it and they want to participate in that wealth transfer. But the young pe ...

What's going on, guys. Today we got a great episode with John Pompiano. We cover everything.What Scott Besson thinks about the US economy, why Tom Lee is so bullish, how Jordy Visser thinks the Bitcoin market is going through an IPO moment, and then we even talk about job creation, mega AI deals, what's going on with the New York City mayor race, which is happening today, and of course, I give you all my thoughts on Bitcoin stocks, and much more. Here's my latest conversation with John Pompiano. All right, ...

Institutional Crypto Adoption & Strategy - Coinbase's institutional business is poised to surpass its consumer business due to larger capital pools [1] - Bitcoin serves as a gateway for institutional investors, leading to the adoption of ETH and other crypto products [2] - Institutions are progressively engaging with crypto, starting with spot trading, then futures and financing, and finally options [2] - The passing of the Genius Act has acted as a catalyst, prompting traditional financial institutions to explore crypto's disruptive potential [2] Tokenization & Digital Asset Treasuries (DATs) - Tokenization is seen as a bridge between the crypto-native and traditional finance worlds, with asset managers seeking new distribution paths through it [3][4] - Digital Asset Treasuries (DATs) are emerging as a new avenue for capital to enter the crypto space, with approximately 260 DATs representing $15 billion of new capital [2][41] - Coinbase is providing custody, trade execution, and financing services to DATs, with Coinbase Asset Management (CBAM) offering outsourced asset management [44][45] Regulatory Landscape & Future Outlook - Regulatory clarity in the US, particularly the Genius Act, is a significant catalyst for institutional crypto adoption, reversing the previous advantage held by other countries [62][63] - The US is leapfrogging the rest of the world in crypto innovation due to regulatory developments [62] - Despite progress, the crypto industry must avoid repeating past mistakes with bad actors to maintain regulatory favor and continue growth [70][71] - There is a potential tipping point where over 50% of traditional financial institutions' revenue will come from crypto-related products [24]

What's going on guys? Today we got a great episode with John Pompiano. In this conversation we get deep into the details of what's going on with the DeFi mullet. How stable coins are taking on the traditional financial system. We talk about the US China trade deal. What's going to happen when Scott Besson, Donald Trump, Howard Lick, and the entire administration get that deal done. Why investors are becoming very bullish. How you should think about Bitcoin and gold and the relationship of a Bitcoin bull mar ...

We've got stocks at relatively high valuations. We've already had a strong rally in bonds. We've got gold and silver on just historical runs and now consolidating. So, what's the asset class that's left to absorb that marginal dollar of capital? I think it's going to be Bitcoin. When I look at my trend work and my channels on Bitcoin, um I do think and 150 has been my call by the end of the year on Bitcoin. What's going on, guys? Today we got a great episode with Mel Madison. Mel is one of the greatest macr ...

Market Analysis & Investment Strategies - Gold has delivered an 11% annualized return over the last 20 years, outperforming productive assets due to currency debasement [1] - Bitcoin has significantly outperformed gold, with a 1500% increase compared to gold's 150% increase since 2020 [1] - The market environment has shifted, with macro factors like currency debasement (30% purchasing power loss since 2020) becoming more critical than individual company fundamentals [1] - A potential Bitcoin standard in the Western world is more likely than a return to the gold standard, while China may explore a gold-backed currency [2] - The US government has indirectly acquired $15 billion worth of Bitcoin through seized assets [2] Retail vs Institutional Investors - Retail investors have been continuously buying the dip, demonstrating a different investment behavior compared to institutions [11][13] - Retail investors excel in momentum and dip buying, potentially outperforming institutional investors due to fewer constraints [15][21] - Retail investors are often smarter than institutional investors because they are unconstrained [21] - Independent investors are well-positioned for the future due to their independent thinking and lack of allegiance to specific companies or ideas [24] Government & Economic Factors - The US national debt is approximately $37-38 trillion [2] - The government shutdown has a limited impact on financial markets and the average American, with the stock market responding more to presidential communications [23][24] - The Fed is expected to cut rates, and failure to do so could erode investor confidence [25]

And the reason I'm buying Bitcoin is because I think when we get through the all-time highs again and basically get rid of this 4-year cycle belief, now there's no imaginary place for people to ever again care about. And that's normally what happens in equity markets. And oh, by the way, 2017 was the end of the Donald Trump tax cuts. We've had tariffs this year. We've had bad stuff happened this year. The equity market in 18 was bad. At one point, it was down 20% year to date in December. In 2022, the equit ...

Bitcoin Market Analysis - Bitcoin price decreased 138% from its October high of $126894 to $107967 due to risk aversion, macro fears, and institutional ETF outflows [1] - Bitcoin's safe haven status is debated, with some arguing it serves as a safe haven for millions globally who prefer it for long-term value storage [2][3] - Generational trends indicate younger people favor Bitcoin as a digital version of sound money principles, contrasting with gold as an analog version [4] - Bitcoin's performance remains strong, up 1500% since 2020, outperforming traditional assets when denominated in Bitcoin [6] - S&P is up 100% since January 2020, but down 88% when denominated in Bitcoin; gold is up 150% since January 2020, but down 84% when denominated in Bitcoin [6][7] Crypto Market Dynamics - Tether's tokenized gold (XAUD) reflects the demand for traditional assets within the digital realm [9][10] - A $19 billion liquidation in crypto assets occurred, partly influenced by President Trump's market-moving statements after stock market hours [12][13] - Market frothiness and excessive leverage contributed to the crypto sell-off, highlighting the importance of market resets [14] Investment Opportunities - Open Door is highlighted as an attractive stock due to decreasing interest rates, housing market recovery, and a turnaround driven by retail investors and new leadership [15][16][17][18] - The AI space is considered undervalued, with companies like Meta demonstrating real growth in revenue and profit [20] - Long-term investment perspective suggests AI companies are likely to be significantly bigger in 3-5 years, making them currently underpriced [21][23]

Gold Market Analysis - Gold is seen as a viable alternative to the dollar, especially with the acceleration of de-dollarization driven by sanctions and concerns about US fiscal policy [2] - Mainstream investors are starting to participate in the gold market, with major Wall Street banks recommending gold exposure in portfolios [2] - Central banks are expected to continue buying gold, competing with private investors and driving prices higher [4] - The dollar is expected to lose value, with the Federal Reserve cutting interest rates into rising inflation, further driving demand for gold [4] - China's central bank is divesting from US dollars and treasuries, replacing them with gold reserves to establish an independent monetary system [4] - The debasement trade narrative is taking hold as people recognize the flawed nature of CPI and seek assets that retain value [4][5] - Gold investors have outperformed US stock market investors, especially when pricing stocks in gold [3][4] Bitcoin vs Gold - Bitcoin is considered a risk asset correlated with the NASDAQ, while gold is seen as a safe haven store of value [8] - There is a risk of money flowing out of Bitcoin ETFs back into gold ETFs and gold stocks [1][8] - Bitcoin treasury companies may face downside risk and potential liquidation of their Bitcoin holdings [9] US Economic Policy - The Trump administration receives a failing grade (F) on economic policy due to massive government spending and deficits [13] - Tariffs are viewed as taxes that make American industry less competitive [14][15] - The speaker advocates for balanced budgets, debt restructuring, and deregulation to address fundamental economic problems [21][22][25]