
EllioTrades
@elliotrades • 930,384 subscribers
Narrative Dealer and Builder Next move loading... [email protected]
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When California proposed a billionaire tax earlier this year it lost over $1.5 TRILLION in tax base All because a handful of Big Tech billionaires moved out of state As the socialist movement grows, the world's RICHEST will seek out the new swiss bank account A truly private form of globally portable, shielded wealth Add in quantum fears and we se why there been a massive frenzy around $ZEC EVERY Billionaire will own Zcash and it deserves consideration for your portfolio Private money is also pretty badass if you think about it
EllioTrades289,825 просмотров • 29 дней назад

Absolutely NO ONE is talking about how the National Debt is creating the next 1000X opportunity for ALTCOINS For the first time the US has a FORCED buyer of their debt in STABLECOINS But there's a problem, 300B of stablecoins isn't enough to move the needle on the debt They need WAY WAY MORE Now how can you get ENOUGH demand for stablecoins to actually make an impact? Well there's a reason why Larry Fink, Vlad Tenev and the Trump Admin are OBSESSED with tokenization As stocks come onchain, the amount of stables needed will grow durably. Tokenizing the stock market is the way they will bail out the National Debt But the numbers needed are MASSIVE, and the consequences for our bags are.... GENERATIONAL
EllioTrades58,751 просмотров • 6 дней назад

Hot take: MEMES are mid curve now I haven't been this bullish on $ETH and its ecosystem since 2020 BUT something HUGE has changed and you must grok it before its too late... Big VC tokens have finished emissions and pivoted to buybacks This is like a QUINTUPLE HALVING
EllioTrades121,265 просмотров • 16 дней назад

RobinHood Chain is one of the most asymmetric opportuniities in crypto HISTORY 70% of RobinHood's 28M accounts were onboarded during the "memestock" movemevent That is 19M TRADFI DEGENS RH = crypto's spiritual tradfi twin And it's still early Vlad Tenev wouldn't you agree?
EllioTrades134,470 просмотров • 1 месяц назад

Andrew Kang turned a few early stage robotics investments into a $500 Million publicly traded empire RoboStrategy He is widely considered THE leading investor in robotics Andrew Kang believes the ChatGPT moment for Robotics is happening RIGHT NOW and it will be BIGGER THAN BITCOIN This interview is a masterclass on Robotics investing in 2026 1:18 – Why robotics today feels like crypto in 2015 4:23 – Is robotics a bigger opportunity than Bitcoin? 10:30 – Robotics 101: players, problems & bottlenecks 16:40 – Who's leading the race: Tesla vs Figure 23:10 – China's 100+ robotics companies & the real investment risk 25:28 – US vs China: who's actually ahead? 33:40 – How many human jobs will be replaced? 38:00 – The "ChatGPT moment" for robotics 43:55 – UBI & the new social contract 46:30 – Why Andrew built Robo Strategy 51:20 – Lessons from Bitmine, MicroStrategy & Saylor 1:07:50 – The Boston Dynamics question 1:12:09 – His most contrarian bet: avoid model-only companies 1:19:55 – Tesla or Figure? 1:23:26 – Figure's valuation in 5 years: bear, base & bull 1:29:20 – Final words of wisdom
EllioTrades333,720 просмотров • 4 месяцев назад

The US government is spending $7.6 trillion on AI infrastructure by 2031. Microsoft has $80 BILLION in unfulfilled Azure orders... NOT because of demand, but because they simply CANNOT get enough GPUs, power, or land. GPUs have a 36-52 week lead time. Blackwell is sold out through mid-2027. TSMC's 3nm wafers have demand exceeding capacity by 3x. The hyperscalers can't build fast enough. Enter the NEOCLOUDS. Pure-play AI cloud providers that do ONE thing, and one thing ONLY: rent GPUs. The neocloud market went from $0 to $25 billion revenue in just 3 years. It's projected to hit $400 billion by 2031. The biggest question is this: WILL THOSE PREDICTIONS ACTUALLY COME TRUE? If so, this industry is set to explode. If not, it may crumble. Three companies are leading the charge: $NBIS $IREN $CRWV Along with a slew of small and microcaps: $BRUN $WYFI $SHAZ and more... This is the biggest infrastructure buildout since the internet itself. The last time we saw spending at this scale, it created Amazon, Google, and Meta. This is the infrastructure layer of the AI revolution. Don't sleep on it. Timestamps: 0:00 Intro 0:40 The Black Swan 1:20 What is a Neocloud 3:40 Iren Overview 7:15 Nebius Overview 10:22 Corweave Overview 11:26 The Small Fish 12:47 The Black Swan That Wasn't 16:58 Final Thoughts
EllioTrades181,062 просмотров • 3 месяцев назад

Bitcoin just had its first GOD CANDLE in well over a year and the reason why is WAYYY more important than the price action We all know Tump posted to "buy all crypto assets" to Truth Social, and then gave a hard shill on live TV... but that's not why the market went bananas... he's been doing that for 2 years The real reason is that Treasury Sec. Scott Bessent just forcefully intervened in the Bond Market This signals that the Trump Admin is NOT comfortable with interest rates, and need to stop things from getting out of hand The timing isn't a coincidence, this comes as hyperscalers have run out of cash and are forced to raise debt to continue financing the AI buildout The future of the AI dream relies on cheap debt, and that means the Treasury, and quite possibly the FED, will need to become the buyers of that debt Bessent signaled this morning that he is willing to do this repeatedly (as needed) to stabilize the long end of the curve. For the first time Bitcoin is a direct beneficiary of the AI buildout. Long Digital AND Physical Gold is the trade if this continues $BTC $GOLD $META $GOOG $NVDA $AMZN
EllioTrades95,528 просмотров • 1 месяц назад

The biggest inflection point in markets this year is NOT the SpaceX IPO Arthur Hayes believes Trump will pop the AI bubble to win the midterm elections "He can't fix inflation, he can't end the war... the only option he has left is to flip on the AI bros." He predicts H2 will be risk off across crypto and equities as Trump Watch the full interview now 00:00 Welcome Arthur Hayes + The HYPE Trade 02:00 Arthur’s Trading System and Narrative Shifts 04:15 Why HYPE Became Attractive Again 06:11 Why HYPE Stayed Strong vs Competitors 08:20 H2 Macro Outlook and the Iran/Oil Risk 11:21 Why Higher Energy Prices Threaten the AI Story 14:13 Why Arthur Dumped Risk Assets 15:48 Balancing Macro Signals with Momentum 17:20 Liquidity, Treasury Issuance, and the AI Bubble 18:21 Has Crypto Delivered on Its Original Promise? 20:21 Bitcoin to $1M and the Money Printing Thesis 21:34 Bitcoin vs Gold and Long-Term Store of Value 22:34 Can You Still “Make It” in Crypto? 24:52 Trading vs HODLing: What Actually Works Now 25:49 Lifestyle, Money, and What Actually Buys Happiness 27:48 Arthur’s Big Contrarian Prediction on AI 30:17 Trump, Politics, and the Power Game 32:21 Attention, Entertainment, and Financial Commentary 34:31 Why Being Entertaining Matters More Than Being Right 36:20 Arthur’s Bitcoin Bottom Prediction 36:58 House Music, Ibiza Picks, and Final Thoughts
EllioTrades152,824 просмотров • 4 месяцев назад

Listen UP BITCOIN bottomed almost EXACTLY the day that MICRON $MU double topped earlier this summer Since then AI names have collapsed and crypto has flourished BUT THAT JUST CHANGED Now AI stocks are flipping bullish again as BTC is at a key resistance Hopefully both asset classes can pump together this time due to increased liqiudity from Treasury Sec Scott Bessent But crypto is still vulerable if AI steals the show again WATCH
EllioTrades44,559 просмотров • 1 месяц назад

THIS IS THE DIP YOU BUY Crypto is RISK ON, dips = opportunities Bears are coping hard right now As long as we're over $70K this is a GODDAMN BULL MARKET! And it's still EARLY, which means you can still buy the best assets in the space and make massive gains I've grouped my buys into 3 categories: - Revenue Behemoths - Tokemonics Updators - Relative Strength Let's cook this cycle
EllioTrades53,859 просмотров • 1 месяц назад

25 year old Brandon Hong traded from ZERO to Hundreds of Millions with a simple 4 part system Brandon Hong lays out how any trader can reliably beat the market and compound their way to Generational Wealth He's also a prolific early stage investor, buying into the leading AI and Robotics labs before the hype train This is a masterclass in market psychology and exposing yourself to trends in ANY MARKET 1:35 – Macro View & Why $SPCX will disappoint 7:20 – From meme coins to a repeatable trading system 9:27 – The framework behind Brandon's trades 12:37 – Why Brandon thinks crypto has changed forever 14:19 – Michael Saylor's biggest Bitcoin risk 23:04 – Why charts matter more than narratives 25:45 – The mindset shift that changed Brandon's trading 31:11 - You have to be Asset Agnostic 33:10 – Buy the rumor, sell the news 39:44 – Why all-time highs are bullish 44:22 – Why capital is leaving crypto 46:45 – The opportunity Brandon sees in private markets 49:52 – The easiest way to build wealth in private markets 52:22 – Why money isn't Brandon's biggest motivator 57:48 – How Brandon would start over from scratch 1:03:37 – Final thoughts
EllioTrades116,273 просмотров • 4 месяцев назад

This is it... $BLACK is coming (LAST CHANCE) It's time to discuss the launch...
EllioTrades165,297 просмотров • 1 год назад

LAST CHANCE FOR $BLACK TGE TOMORROW AT 6PM PST EVERYTHING YOU NEED TO KNOW FOR LAUNCH
EllioTrades113,373 просмотров • 1 год назад




