Sujal Jethwani
@SujalJethwani • 15,508 subscribers
I speak on Crypto, Ai & Tech | Host - @TheSujalShow | 400k+ Community | 🏆 Awarded Top 100 Voices by @Binance | built a 4M followers meme pages
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🎙️ The Sujal Show Ep. 21: Eowyn "What Happens If Binance Gets Hacked Tomorrow" Binance CMO & former Trust Wallet CEO Eowyn Chen reveals 3 things to check before joining an exchange, the hardest scams for exchanges to stop, why self-custody isn't for 90% of beginners, & Binance's roadmap to 1 billion users We discussed on The Sujal Show: - Her journey: joining crypto in 2018, at the bear market bottom - Why Binance is betting big on India 🇮🇳 - India’s 30% crypto tax problem - India vs PAK vs UAE vs Nigeria: Biggest crypto superpower? - What happens to your money if Binance ever gets hacked - How Binance responded to its own 2019 hack - Lessons from the FTX collapse - The hardest scams for any exchange to actually stop - Inside the Gujarat case: $24M traced, 14 arrests made - $1 test that can save your entire portfolio - Exchange or self-custody? Her honest answer - Binance’s vision for 3 billion users - Gold vs Bitcoin, what Indians will hold in 10 years - 1 life advice for making it big in crypto Timestamps: 00:00 Intro 02:11 Who Is Eowyn Chen? 03:09 Why Is Binance Betting Big on India? 06:24 Binance’s Future in India 10:20 3 Things to Check Before Investing 14:06 What Happens If Binance Fails? 16:00 How Does Binance Stop Crypto Scams? 21:37 How to Avoid Crypto Scams 24:30 Exchange vs Self-Custody: What’s Safer? 29:42 Why Should Indians Care About Tokenization? 35:45 Can AI Make Crypto Traders Richer? 41:39 How to Protect Yourself From AI Deepfakes 45:34 Rapid Fire 48:35 Outro She's led growth at both Binance and Trust Wallet. Here's her real playbook for staying safe in crypto. Watch Now 👇
Sujal Jethwani35,956 views • 22 days ago
🎙 The Sujal Show Ep. 11: Arthur Hayes “Why I’m Betting Big on Hyperliquid (Over Bitcoin)” The man behind BitMEX, Arthur Hayes, reveals why 90% of traders lose money, says decentralization is “mostly marketing,” why he’s all-in on Hyperliquid & Zcash, 3 altcoins, & gives his 2028 election thesis and how it will affect Bitcoin. We Discussed on The Sujal Show: - The 2017 moment BitMEX started printing real money - Why insider trading should be legal - Why 90% of traders lose money (90/10 rule of trading) - How to build wealth in crypto - His $150 price target for Hyperliquid by end of August - Why Hyperliquid could become the largest exchange in the world - His take on Gracy Chen's "Hyperliquid is centralized" claim - Narrative that will make stupid money - His portfolio revealed - The timeline for Bitcoin to hit $500k (gave a specific year) - Why Ethereum is still the best L1 - Zcash to $2,000–$3,000? & 10% Of Bitcoin His privacy thesis - 3 coins to outperform Bitcoin TIMESTAMPS 00:00 Intro 02:08 How to Get Rich in Crypto Without Gambling 03:30 Why 90% of Traders Lose Money 05:32 Will AI Replace 99% of Traders? 06:23 How Salaried People Should Build Wealth in Crypto 07:25 Arthur Hayes’ Current Portfolio 07:35 Is Ethereum Still a Long-Term Bet? 08:19 Zcash to $2,000–$3,000? 09:09 Can Quantum Computing Threaten Bitcoin & Zcash? 09:42 Hyperliquid Price Prediction 10:14 How Big Can Hyperliquid Become? 11:05 Is Hyperliquid Really Decentralized? 13:11 Is Bitcoin Truly Decentralized? 13:50 Has Bitcoin Bottomed Already? 14:47 Bitcoin Future Prediction 16:34 Should Insider Trading Be Legal? 17:37 Would Legal Insider Trading Make Markets More Manipulative? 19:25 The Sujal Show Prediction Round 23:59 Is Trump Good or Bad for Crypto? 25:22 Advice for the Younger Generation From Citibank fired to crypto billionaire. His trading psychology will good for to recover loss Watch now 👇
Sujal Jethwani ✈️ Token2049🇸🇬109,866 views • 5 months ago
🎙️ The Sujal Show Ep. 4: Michael Saylor - Calling Bitcoin a Gamble to buying $50 Billion of Bitcoin On The Sujal Show, Michael Saylor (Founder of Strategy) revealed whether Bitcoin will crash 80% again, whether the AI bubble is about to burst, warned altcoin holders, addressed falling $MSTR stock, & exposed gold's flaws for 100M+ Indian gold investors 🇮🇳 We discussed: - Will Bitcoin crash 70–80% again? - Is a huge market crash coming due to the AI bubble & Currency Collapse? - His 3 wishes with genie - 1 minute pitch to sell your house & buy Bitcoin - India's 🇮🇳 $3T gold market, his message to every indian family - What to buy if you need money in 4 weeks, 4 years, or 10 years? - Digital capital (BTC) vs Digital credit (STRK) vs Digital equity (MSTR) - Best advice from 45 years of career - Can altcoins really do 100x? - Formula to protect wealth - Message to scared $MSTR & $BTC investors - Why Bitcoin is the new digital gold - Blueprint for young entrepreneurs & Bitcoin builders - And he said it in Hindi: "Bitcoin is future" Timestamps: 00:00 Intro 01:54 From $250K to $50B Journey 03:23 Why He Went All-In on Bitcoin 04:24 Message to Indian Gold Holders 05:25 Strategy $MSTR correction 07:00 Can Bitcoin 10x–100x Again? 08:20 AI Bubble & Market Crash Warning 09:15 Digital assets will make us wealthy 09:35 Will BTC Drop 80% Again? 10:39 Bitcoin is being less volatile 10:55 Best Advice of His Life 12:05 His Current Mission & Life Focus 12:40 Framework for Young Builders 13:07 15,000-page book everyone should read 13:28 “Bitcoin Is the Future” Thanks to Bitcoin MENA Conference, SkyNet X Solutions, & Bonnie for making this possible Watch The Sujal Show Ep. 4 and learn from the man who went all in on Bitcoin 👇
Sujal Jethwani ✈️ Token2049🇸🇬139,624 views • 7 months ago
🎙️ The Sujal Show Ep. 19: shaams 🐂 "I Made $45M Trading Meme Coins" 20 y/o meme coin trader Shaams Nur reveals how he turned a Chipotle paycheck into $45M, lost 90% of it, his memecoin bull run prediction, and what he’d tell someone starting with $1,000 today. We discussed on The Sujal Show: - How he built his first six figures trading solana:7GCihgDB8fe6KNjn2MYtkzZcRjQy3t9GHdC8uHYmW2hr and solana:EKpQGSJtjMFqKZ9KQanSqYXRcF8fBopzLHYxdM65zcjm - The exact amount he started with - His prediction for the next meme coin bull run - Why meme coin trading is a skill, not gambling - His 3-step framework for new traders - Why 99% of tokens go to zero & How he filters coins using narratives - How he front-ran the entire Robinhood ecosystem before Vlad even followed cash-cat:native - Inside the Asteroid trade: buying after an Elon reply, exiting near $170M - What it actually costs to attend a solana:6p6xgHyF7AeE6TZkSmFsko444wqoP15icUSqi2jfGiPN token holder event - What October 10, 2025 actually was, the largest liquidation event ever - Why he calls his $45M crash a "slow bleed," not a single bad day - The truth behind his viral "$17,000" tweet - The biggest lesson from losing 90% of his net worth - His parents' reaction to his first $40K - Why "insider info" is the biggest lie in crypto - Advice for someone starting with just $1,000 today Timestamps 00:00 Intro 02:00 How His Crypto Journey Started 03:50 Starting With His First Investment at 18 04:40 From Chipotle to Making Millions in Crypto 05:48 What Is Pump.fun & How Meme Coins Work 06:56 Meme Coins: Investing or Gambling? 12:31 Ad Break 13:08 His Biggest Trade & Single-Day Profit 14:00 How He Filters Winning Meme Coins 20:11 Finding Real Opportunities on Twitter 23:20 How to Turn $1,000 Into a Fortune 30:48 Meeting Trump 32:36 From $45M to Losing 90% of His Net Worth 35:40 The Plan to Rebuild to $50M–$200M 37:45 What Separates the Top 1% of Traders 40:00 His Biggest Lesson 41:53 Will the Meme Coin Summer of 2024 Return? 45:16 How to Position Yourself for the Next Bull Market 46:53 What It Felt Like Losing Most of His Net Worth 49:40 Two Years of Trading Lessons in One Conversation 51:21 Outro He made $45M by 20. He lost 90% of it just as fast. Watch the full story 👇
Sujal Jethwani ✈️ Binance Campus19,171 views • 1 month ago
🎙️ The Sujal Show Ep. 14: Andrei Grachev 🦅🟠 $FF – The Man Behind 1,000 Crypto Deals Just Told Us Everything DWF Labs founder Andrei Grachev reveals what retail never sees, token listing secrets, his $1,000 crypto playbook, how market makers really make money, and his personal holdings. We Discussed on The Sujal Show:👇 - Why he sold most of his mined ETH at $5 - Why retail is the product, not the player - What DWF is quietly building - Where to put $1,000 today (his exact playbook) - Privacy coins like $ZEC: sustainable or hype? - 3 crypto categories that die in 5 years - Why 1B+ cap coins won’t 10x - Why CeDeFi (centralized DeFi) is the next big narrative - The coin loan model nobody explains clearly - How exchanges & market makers decide your opening price - Why most "smart money" wallets on Hyperliquid are only showing half the picture - How to spot fake volume on any exchange - Why AI trading agents are "not good” - 3 altcoins he'd put his own money - His BTC price prediction for this cycle Timestamps: 00:00 Intro 01:26 How Andrei got inside crypto's inner circle 03:47 Is crypto really the most manipulated market? 06:43 What market makers actually do 11:12 How market makers make (and lose) money 12:50 The smart money playbook nobody talks about 16:14 His exact $1,000 crypto strategy today 17:54 The FBI fake token sting explained 19:03 Market making vs. market manipulation 21:00 How to spot a fake pump in real time 24:25 What happens before your coin hits the exchange 29:23 The truth about stop loss hunting 35:05 Where DWF is quietly moving money right now 39:04 The $25M Trump token deal & Justin Sun drama 40:11 Rapid fire He mined ETH at $5. Bootstrapped DWF Labs. Now he’s telling you how the game really works. Watch now 👇
Sujal Jethwani ✈️ Token2049🇸🇬40,571 views • 4 months ago
🎙 The Sujal Show Ep. 9: Crypto Exchange CEO “The 4‑Year Cycle Isn’t Dead, 2026 Will Be Bullish” Bitget CEO Gracy Chen @Bitget reveals why Bitcoin hits $1M by 2035, how she helped save Bybit after their $1.5B hack, why 90% of Bitcoin treasuries will fail, and warns that perp DEXs aren’t truly decentralized We Discussed on The Sujal Show: - The TV host who became CEO of a top 10 exchange - How she got hooked on Bitcoin in 2014 at $300 - Why she offered 40k ETH to Bybit after their hack (no collateral, no interest) - Why MicroStrategy’s 3% Bitcoin supply is a concentration risk - Hidden danger of Bitcoin treasury companies: 90% will go bust - Why the 4 year cycle isn't dead yet - Why perp DEXs like Hyperliquid are not really decentralized (the Jelly incident) - Why CEX & DEX will integrate, not fight - Why RWA and PayFi are the next killer apps - Her 2026 price target for Bitcoin - $BGB price prediction - Narrative that will die next cycle - Meme coins: net damage for crypto, not net positive - Her 3‑step framework for young women TIMESTAMPS: 00:00 Intro 02:06 Gracy’s journey 04:12 The turning point 10:55 Why Bitget now offers gold, stocks & oil 13:48 Vision for $BGB 15:01 Can $BGB become the next BNB? Her roadmap 16:56 Where BGB will be in 2027 & 2030 20:11 The Jelly incident: why Hyperliquid isn’t really a DEX 23:12 Will DEXs kill CEXs? 27:06 Views on MicroStrategy & Michael Saylor 32:30 Future of AI tokens (and their risks) 40:46 Is the 4‑year cycle dead? 43:10 Bitcoin price target for 2026 44:09 Bitcoin price target for 2030 & $1M prediction 46:30 Advice and roadmap for young girls entering crypto 51:12 Creepy behavior women face in crypto 57:24 Next big thing in crypto to watch 59:25 Rapid fire She began as a journalist, now she runs a platform serving 120 million users. Watch the full episode 👇
Sujal Jethwani54,953 views • 6 months ago
Why banning Telegram Messenger is a international shame for India! 🇮🇳
Sujal Jethwani31,673 views • 4 months ago
🎙️ The Sujal Show Ep. 13: Ishan Sharma – The Blueprint for Building Wealth with AI in 2026 4M creator Ishan Sharma reveals his exact AI workflow, shares 3 skills that will save you from AI, 5 junior roles at risk from AI, how to build an AI automation agency, and drops zero‑coding money methods We Discussed on The Sujal Show:👇 - 3 skills that AI cannot replace - Biggest mistake college students make that AI can’t fix - Why he avoids AI avatars (and why you should too) - The easiest way to make ₹1 lakh per month with AI - Ways to make money with AI right now (no coding) - Degree vs personal brand – which actually matters in 2026? - Why he prefers Claude over ChatGPT - Which junior jobs are already dying in 2026? - The “2% rule” for success mindset - Why did he refuse a ₹1Cr brand deal? - Why vibe coding is a trap for serious founders - AI workflow that saves him 20 hours a week - His favorite AI models for 2026 Timestamps: 00:00 Intro 01:50 How deep he is in AI 02:12 Degree vs Personal Brand in the AI Era 04:23 Are Tier-3 College Degrees Still Worth It? 08:50 Top 10 Ways to Make Money with AI in 2026 15:18 How to market your AI product 16:38 Ishan Sharma's Highest-Earning Year 20:15 Roadmap for a 14-Year-Old to Build a Personal Brand Using AI 22:33 His Content Creation Workflow 27:51 The AI Prompts Ishan Uses Daily 29:19 Most Underrated AI Tool 47:41 Cost of Building AI Automations 48:40 How to Get Hired in the AI Age 52:04 Best Way to Learn AI, Sales & Communication Skills 54:07 Job market 2026 57:38 Top 5 AI Models He dropped out at 20. Built a 4M+ empire. His AI workflow will save you years.
Sujal Jethwani34,133 views • 4 months ago
🎙 The Sujal Show Ep. 12: Anthony Scaramucci “🇺🇸White House Is More Brutal Than Wall Street” $2B SkyBridge Capital founder & financier Anthony on getting fired by Trump, claims the Iran war was a cover-up, breaks down his 80/10 crypto portfolio, discusses Trump family insider trading allegations & meme coins, and predicts Bitcoin hit $1M within 5–7 years. We Discussed on The Sujal Show:👇 - The phone call that got him fired after 11 days - Is Trump in control or a puppet? - Why he believes nobody actually likes Trump - The moment he turned from defender to critic - Insider trading allegations around the Trump family - His crypto portfolio (80% in one coin) - On Arthur Hayes “insider trading should be legal” he disagrees - Remarks on Obama vs Trump vs Biden - Admits he’s been wrong on every price target - Why he believes Gavin Newsom will be the next president - Why the Clarity Act could trigger institutional buying - The secret reason Trump attacked Iran - The Altcoin bear market Timestamps: 00:00 Intro: The man fired after 11 days 01:08 Trump vs Anthony: Power, Ego & Empathy 03:01 Does Trump Actually Care About America? 03:58 The Exact Moment I Stopped Defending Trump 08:06 Can Trump Realistically Be Impeached by 2026? 08:53 Is Someone Actually Trying to Kill Trump? 14:54 Is Trump a puppet? 15:41 Trump, Oil Futures & Insider Trading Allegations 17:25 Kevin Walsh as Fed chair 19:06 Why the Iran war started 22:26 Is Iran Winning? How This War Could End 25:11 Obama vs Biden vs Trump: Best President? 27:59 Why Iran is different from 🇮🇳India/Pakistan🇵🇰 on nukes 30:20 Trump Family’s Crypto Empire 32:11 Should Insider Trading Be Legal? 33:16 Anthony’s Current Crypto Portfolio Breakdown 34:20 Bitcoin Price Target for 2026 35:01 $1 million Bitcoin in 5-7 years 35:40 Rapid Fire: Next U.S. President? 36:29 Final Message: What Must People Know About Trump? He lost everything three times and built it back. His advice on success, resilience, and being yourself will stick with you. Watch now👇
Sujal Jethwani ✈️ Token2049🇸🇬27,396 views • 5 months ago
"Hyperliquid is not a DEX. It's a centralized exchange." Gracy Chen @Bitget, CEO of Bitget, on the JELLY incident: "I'm not saying they did wrong. I'm saying call it what it is. Don't wear the DEX hat while doing centralized behavior." Watch the full conversation 👇
Sujal Jethwani30,664 views • 6 months ago
Founder Talk Ep 5 (Charles Hoskinson) Had fun conversation with the founder of the cult Cardano Community Fav insights >Future of Cardano till 2030 >Privacy last 100x opportunity? >Trump policies & Indian talent >Building billion dollar company Redemption arc of the $ETH killer
Sujal Jethwani44,353 views • 1 year ago
🎙️ The Sujal Show Ep. 16: Haseeb Qureshi ＞|＜ "I Turned $50 Into $100K With a Stranger's ID" Managing Partner Haseeb Qureshi, a former top-10 poker player, reveals why crypto was secretly built for AI, his 5 rules to survive every crypto cycle, the 3 skills that matter most, his controversial take on Ethereum vs. Bitcoin, and the dark period after quitting poker. We Discussed on The Sujal Show: - Turning $50 into $100,000 in one year playing poker - Why he gave away his poker fortune and restarted with just $10,000 - The viral blog post that made Silicon Valley notice him - Why crypto was never built for humans - Will $ETH ever flip $BTC? - Can $SOL overtake $ETH? - Why he never left crypto for AI investing - Inside Dragonfly's early bets: Bybit, Polymarket, $HYPE, Monad - 2 skills that matter most in a post-AI world - 30 straight job rejections before landing 7 offers as a coder - His 5 unfiltered rules for surviving crypto cycles - The MMORPG theory of crypto relationships - The real reason perp DEXs like Hyperliquid took off - His advice to a 16-year-old with $50 today Timestamps: 00:00 Intro 01:44 Why Haseeb refuses to call himself a gambler 04:35 The traits that made him invaluable in crypto 07:00 His unbelievable $50 → $100K poker story 11:36 Making $1M/year before turning 20 14:55 Why money doesn't create happiness 18:44 Why he donated millions and restarted with $10K 20:20 If he had just $50 today, here's the playbook 23:00 Where young people can still find an edge 24:12 The 3 highest-ROI skills in the AI era 25:45 His framework for building powerful relationships 29:07 Why crypto was actually built for AI 32:53 The biggest opportunity ahead 35:03 Inside Dragonfly: $4B AUM, check sizes, and portfolio 36:13 Why he never left crypto for AI 38:23 From college dropout to Silicon Valley 38:17 The mindset that survives every setback 44:14 Ethereum vs. Bitcoin | Solana vs. Ethereum 46:18 5 rules for surviving crypto cycles 51:25 Why RWAs could unlock crypto's next chapter 54:22 Final advice He turned $50 into a $4B fund. His 5 rules will keep you in the game. Watch now 👇
Sujal Jethwani ✈️ Token2049🇸🇬15,019 views • 3 months ago
🎙 The Sujal Show Ep. 10: Yat Siu “The Man Behind Sandbox, Axie Infinity & 600+ Crypto" Animoca Brands co-founder Yat Siu reveals his 400x return, why altcoins could beat Bitcoin, how agentic AI will reshape distribution, why he loves bear markets, and the 3 tokens he’s bullish on. We Discussed on The Sujal Show: - How Animoca went from mobile games to 600+ crypto investments - How a $300M seed round became a $10B valuation - How CryptoKitties crashing Ethereum in 2017 changed everything - 4,000% returns & his biggest investing mistake - How Apple, Google, and X censor crypto and how agents break through - Why he’s more bullish on utility tokens than memecoins - Why he believes the 4-year cycle isn’t dead - His 3 filters for finding Top projects - Why education is a $7‑10 trillion market - Why he is bullish on agentic AI, education, and digital identity - 3 altcoins he is bullish on - Next BIG narratives in crypto - Why he avoids prediction markets TIMESTAMPS: 00:00 Intro 01:56 Who is he & what does he do today? 02:27 3 things he’s most proud of in 35 years 07:06 First heard about Bitcoin in 2014, why it didn’t click 10:30 Next big crypto narrative (2026 & beyond) 18:22 AI agents: what comes after automation? 26:07 AI altcoins with massive potential 28:43 Biggest return from 600+ investments 36:05 Why bear markets create real opportunities 37:06 How to invest $1K–$10K in crypto (beginner portfolio) 40:00 Will altcoins outperform Bitcoin? 49:09 Framework for finding 100x projects 51:51 Biggest loss & lessons learned 54:13 How to start a career as a VC (step-by-step) 56:01 Final advice before leaving the world He turned $4M into a billion‑dollar ecosystem. Now he’s betting on AI agents and digital identity. Watch the full episode 👇
Sujal Jethwani20,842 views • 6 months ago
🎙️ The Sujal Show Ep. 7: Davinci Jeremie - The Man Who Told You to Buy Bitcoin at $1 Davinci, the legend behind the 2013 “buy $1 of Bitcoin” video, warned the dollar collapse has 1–5 years left, said Trump is manipulating crypto, called $XRP a scam and revealed who is behind the Oct 10 crash. We Discussed on The Sujal Show: - Why he tried to prove Bitcoin was a scam & what he found instead - How banks make you a slave - How whales manipulate dips to grab your crypto - What bankers told him off-camera about XRP - Why gold became part of Indian🇮🇳 religion - Is Comex manipulating Silver prices? - How the "4-year cycle" is used against retail - 2030 price predictions for $BTC & $ETH - Timeline for the dollar collapse - How Trump crashed Bitcoin by $10K - 2011 YT message that changed his life - Altcoins that might pump (Sol, Sui & ..) & why he’s cautious - Dirty secret of how governments manipulate crypto prices - Altcoin that could destroy lives - The 5-year rule that made him successful Timestamps: 00:00 Intro 01:31 Who were you before Bitcoin? The untold story 04:52 The turning point 06:46 Explaining Bitcoin to a 10-year-old 14:29 How market manipulation actually works 16:20 What happens behind closed doors in crypto 17:43 How governments manipulate without touching price 20:00 Hidden powerful players in crypto 21:02 Biggest liquidation event: What really happened? 29:57 Can the dollar go to zero? 31:16 Why Bitcoin could replace global currencies 34:50 Recession fears, AI bubble & global uncertainty 43:45 Is it still early to buy Bitcoin? 45:08 Surviving bear markets (real advice) 48:23 3 crypto opportunities 50:05 $XRP: Good investment or not? 51:48 Price predictions (BTC, ETH & more) 54:48 Final message He was right about Bitcoin at $1. See what he's right about now. Full episode 👇
Sujal Jethwani ✈️ Token2049🇸🇬18,735 views • 7 months ago
WHY BITCOIN IS FALLING WHILE STOCKS ARE AT ALL-TIME HIGHS Nic Puckrin (Nic) of Coin Bureau recently laid out one of the clearest explanations of the strange decoupling happening between Bitcoin and US equities right now, and it's worth understanding because the historical correlation has completely broken down. His starting point is the dollar. The DXY has broken through an 18-month high, and Bitcoin is historically negatively correlated with dollar strength. When the dollar strengthens, Bitcoin tends to fall. That alone explains a meaningful portion of the move. Layered on top, Kevin Warsh's first press conference as Fed chair came in unexpectedly hawkish. He removed any mention of monetary easing, which immediately tightened the liquidity outlook for risk assets and triggered selling pressure across crypto into the end of last week. But the dollar and the Fed only explain part of the story. The deeper issue is that Bitcoin has quietly decoupled from the Nasdaq in a way that almost no one outside the crypto industry has acknowledged. According to Nic, the breaking point was the October 10 deleveraging event. A massive forced unwind in crypto caused Bitcoin and altcoins to crash far harder than equities, and the correlation that had defined the previous cycle never fully recovered. The hangover from that event is still being absorbed by the market. The institutional picture is even more concerning. ETF outflows have accelerated over the past two to three weeks. The same vehicles that drove the bulk of Bitcoin's accumulation over the last year are now net sellers. Easy in, easy out. And the digital asset treasury companies that had been mechanical buyers, led by Strategy, have shifted posture. Strategy made its first Bitcoin sale in years just two or three weeks ago, which took the market by complete surprise and removed a major price-insensitive buyer from the bid stack. What's left is a market with no obvious bidder. The retail wave that historically appeared at this point in the cycle is not showing up the way it used to, in part because attention and capital have rotated to AI stocks and the SpaceX IPO. Institutions are selling. Treasury companies are pausing. And the macro backdrop is the most unfavorable it has been for crypto in nearly a year. Nic's framework for when this changes is useful. On the macro side, he wants to see easing inflation data and a more dovish Fed. On the crypto side, he wants ETF accumulation to return, the Coinbase premium to flip positive and hold, and Bitcoin to recover key technical levels including the 200-week exponential moving average around $68,000. None of these conditions exist yet. For a market many investors had assumed would simply track equities higher, the divergence is a wake-up call. Bitcoin is not behaving like a tech stock right now. It's behaving like an asset working through a deleveraging cycle while its largest holders quietly reassess their positions. That's a fundamentally different setup, and the right move is to understand it before assuming the old correlations come back. Timestamps 00:00 His crypto net worth breakdown 02:31 The FTX collapse & his 7-figure loss 05:16 Trading vs. hodling, which actually wins 06:44 Wealth-building framework every crypto investor should know 08:07 Where the biggest opportunity outside Bitcoin lies 10:00 Is AI really pulling capital out of crypto? 12:08 Bitcoin, gold, or AI stocks, his 5-year pick 14:25 Nick's AI investing strategy: When will he sell? 16:18 Anthropic vs. OpenAI: who has the edge 18:43 Why Bitcoin keeps falling while stocks hit highs 21:58 What signals the start of the next Bitcoin bull run? 26:51 Is Bitcoin's bottom already in? 28:10 Strategy's Bitcoin holdings & the risk of forced selling 33:12 What the "liquidity cycle" actually means 37:02 The Clarity Act, why odds of passing are falling 41:09 The quantum computing threat, explained 42:39 Would he ever sell his Bitcoin over quantum risk? 45:44 One top-10 coin he predicts won't survive 47:01 Why meme coins have zero long-term value 48:30 His final lesson from 10 years in crypto
Sujal Jethwani ✈️ Token2049🇸🇬11,326 views • 3 months ago