RT Bitcoin For Corporations (@BitcoinForCorps)📺 The Bitcoin For Corporations ShowEpisode 17 now live — hosted by @BitcoinPierrePierre Rochard hosts Steven Lubka (@DzambhalaHODL) of @Nakamoto to discuss #Bitcoin treasury strategy, today’s shifting market cycle, and whether gold, fiscal dominance, and corporate adoption could spark a long-awaited super cycle.00:00 – Intro: Different This Time01:18 – Steven's Journey03:25 – Nakamoto’s Playbook07:43 – Global Opportunities11:35 – Intelligent Leverage18:30 – Divi ...

Macroeconomic Outlook - The analysis suggests the economy is in a late phase, evidenced by central banks starting to ease, deteriorating job numbers, and declining short-term yields with topping long-term yields [1] - The real economy is facing challenges, with 156% of the US population struggling to put food on the table, impacted by high rates and inflation [1][5] - Liquidity cannot stem the tide of a rolling-over real economy, distinguishing the current situation from previous stimulus efforts [1] - The analyst anticipates non-farm payrolls will worsen, leading to a stock market top and a potential Bitcoin surge to $160,000, followed by a market correction [1][6] Market Bubbles and Valuations - The stock market is in a blowoff top, with market capitalization at 216% of GDP, exceeding levels seen in 2007 (109%), 2000 (136%), and 1929 (89%) [2] - The current bubble encompasses both tech stocks and the housing market, resembling a combination of the 2000 and 2007 crises [4] - Despite arguments about improved company efficiency and productivity, current valuations are historically high relative to the economy [3] Monetary Policy and Inflation - Central banks' attempts to stimulate the economy through monetary easing are likely to be ineffective due to reintroduced inflation and a struggling consumer [2][7] - The era of easy monetary policy is ending, with the Fed unable to sustain the real economy's downturn [2] - A deflationary phase is expected in the short term, followed by a resurgence of inflation due to continued stimulus efforts [7] Investment Strategy - The analysis suggests studying investment strategies from the 1940s to navigate the coming market shakeout [8] - Gold is recommended as a long-term investment, although it may experience a pullback during the deflationary bust [16][17] - Caution is advised regarding crypto investments, with a potential secular top in Bitcoin and a subsequent crash [6][7][19] - A strong dollar is anticipated during the deflationary phase, followed by a shift towards commodities, gold, and silver during stagflation [22]

Hey everyone, thanks for jumping back into the cryptoverse. Today we're going to talk about Ethereum dubious speculation. If you guys like the content, make sure you subscribe to the channel, give the video a thumbs up, and also check out the sale on into the cryptoverse premium at into the cryptoverse.com. Let's go ahead and jump in. So, we just had a a jobs report recently and of course, Ethereum uh and risk assets alike were not too fond of it as there were a significant amount of revisions to some of th ...

Market Trend Prediction - Bitcoin market cycle may have less than 100 days remaining [1] - Potential market top is predicted to occur in October of this year [1] Sentiment Analysis - The report prompts audience to consider if this cycle is different from previous bull markets [1] - Encourages audience engagement and discussion regarding market predictions [1]

Market Cycle Analysis - The traditional 4-year Bitcoin cycle may be evolving due to new market dynamics [2][11] - Institutional investors and corporate treasuries are major drivers of Bitcoin demand, differing from past cycles dominated by retail traders [12][13] - Regulatory landscape is becoming more favorable for crypto, with clearer guidelines and support from government entities [22][23] Key Market Participants - US spot Bitcoin ETFs hold approximately $135 billion in BTC [13] - BlackRock's iShares Bitcoin Trust holds about 692,000 BTC, representing 33% of the total Bitcoin supply [14] - MicroStrategy holds 592,345 BTC, valued at around $64 billion [14] - Publicly traded companies collectively hold just under 4% of the Bitcoin supply, worth around $89 billion [15] - US Treasury has established a strategic Bitcoin reserve, initially estimated at 104,000 BTC [31][39] Altcoin Market Trends - Memecoins have become a significant part of altcoin trading, with a large percentage of DEX volume coming from memecoin pairs [20][34] - Real-world asset (RWA) tokenization is growing, with public blockchains hosting approximately $24 billion in tokenized assets [46] - Tokenized treasury sector has grown 545% since the start of 2024, outpacing other RWA verticals [48] Future Outlook - Total crypto market cap could reach $5 trillion, a 55% expansion from current levels [54] - JP Morgan analysts predict Bitcoin reaching $150,000 this year, while Standard Chartered forecasts $200,000 [55]