Video wird geladen...

Video konnte nicht geladen werden

Beim Laden dieses Videos ist ein Problem aufgetreten. Dies könnte an einem vorübergehenden Netzwerkproblem liegen oder das Video ist möglicherweise nicht verfügbar.

Bitcoin ETFs are experiencing their most aggressive outflows EVER, creating huge short-term sell pressure. ⚠️ But buying during outflows & selling into inflows returned 452.6% vs 58.1% for buy & hold; a 7.79x edge across BTC, and even Gold and the S&P 500! 📊 Full video 👇

Bitcoin Magazine Pro

23,701 subscribers

19,676 Aufrufe • vor 25 Tagen •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

0 Kommentare

Keine Kommentare verfügbar

Kommentare vom Original-Post werden hier angezeigt

Ähnliche Videos

How, in 7 Weeks, Bitcoin ETFs Reached Inflows That Took Gold ETFs 3 Years In this episode, Eric Balchunas, senior ETF Analyst at Bloomberg Intelligence, discussed the performance of #Bitcoin ETFs since their launch two months ago. Balchunas noted that the ETFs’ performance exceeded his expectations, with a faster and more intense “second wind” than anticipated. He attributed this to a combination of asset managers buying in, retail interest, and the “ETF effect” where the knowledge of incoming flows encourages non-ETF investors to buy. Balchunas also predicted that BlackRock’s Bitcoin ETF would likely be the most successful of the nine new spot Bitcoin ETFs, while also doubting that any of the smaller issuers would bow out. He also discussed the potential for spot Ether ETFs, but was less optimistic about their success compared to Bitcoin ETFs. Timestamps: 00:00 Introduction 01:35 Bitcoin ETF performance in the first weeks 10:38 Bitcoin's rally to all-time highs 15:15 BlackRock: the winner? 18:14 When options will be approved 19:01 In-kind redemptions 19:55 Outflows from GBTC 22:36 Ether ETFs won't have as much demand? 27:01 Approval of ETH ETFs 36:36 Short-term projection for bitcoin 38:23 Long-term inflows in the ETFs 44:23 Weekly recap

How, in 7 Weeks, Bitcoin ETFs Reached Inflows That Took Gold ETFs 3 Years In this episode, Eric Balchunas, senior ETF Analyst at Bloomberg Intelligence, discussed the performance of #Bitcoin ETFs since their launch two months ago. Balchunas noted that the ETFs’ performance exceeded his expectations, with a faster and more intense “second wind” than anticipated. He attributed this to a combination of asset managers buying in, retail interest, and the “ETF effect” where the knowledge of incoming flows encourages non-ETF investors to buy. Balchunas also predicted that BlackRock’s Bitcoin ETF would likely be the most successful of the nine new spot Bitcoin ETFs, while also doubting that any of the smaller issuers would bow out. He also discussed the potential for spot Ether ETFs, but was less optimistic about their success compared to Bitcoin ETFs. Timestamps: 00:00 Introduction 01:35 Bitcoin ETF performance in the first weeks 10:38 Bitcoin's rally to all-time highs 15:15 BlackRock: the winner? 18:14 When options will be approved 19:01 In-kind redemptions 19:55 Outflows from GBTC 22:36 Ether ETFs won't have as much demand? 27:01 Approval of ETH ETFs 36:36 Short-term projection for bitcoin 38:23 Long-term inflows in the ETFs 44:23 Weekly recap

Laura Shin

49,589 Aufrufe • vor 2 Jahren

With STRIKE's Bitcoin Line of Credit (BLOC) You may never have to sell a single satoshi ever again This is a huge leap forward for digital capital Here are 3 ways you can use a BLOC to build an empire while keeping your stack intact: 1️⃣ Living off BTC (Tax-Free) 2️⃣ Leveraging for more BTC 3️⃣ Buying a business All while your BTC collateral appreciates over the long-term Watch the video for a breakdown of each strategy These are just 3 options, but the possibilities are limitless Jack Mallers and his team have changed the game

With STRIKE's Bitcoin Line of Credit (BLOC) You may never have to sell a single satoshi ever again This is a huge leap forward for digital capital Here are 3 ways you can use a BLOC to build an empire while keeping your stack intact: 1️⃣ Living off BTC (Tax-Free) 2️⃣ Leveraging for more BTC 3️⃣ Buying a business All while your BTC collateral appreciates over the long-term Watch the video for a breakdown of each strategy These are just 3 options, but the possibilities are limitless Jack Mallers and his team have changed the game

Mitchell Askew

60,770 Aufrufe • vor 4 Monaten

BOOOM!🚨🚨🚨 $XRP SPOT ETF INFLOWS OUTPERFORMED BITCOIN AND ETHEREUM FOR FOUR STRAIGHT WEEKS. While both bled billions. The divergence is now impossible to dismiss. Four consecutive weeks. $XRP green every single one. Bitcoin hemorrhaging over $5 billion across the same window. Ethereum bled over $800 million. The combined outflows from BTC and ETH: approximately $5.8 BILLION. In four weeks. During the same period, $100+ million flowed INTO XRP. Yes, XRP inflows cooled from $60M to $2.6M. The pace slowed. But it never turned red. Not once. Through four weeks of the most aggressive institutional capital exit from the two largest crypto assets in ETF history. That distinction matters more than most people realize. Slowing inflows during market-wide de-risking means the buyers getting in are conviction holders. Not momentum chasers. Not speculative capital. Allocators who evaluated the thesis and decided to hold or add exposure while the rest of the market ran. Bitcoin: aggressive capital exit accelerating weekly. Ethereum: sustained consistent bleeding. XRP: cooling but still positive. Still absorbing. Still green. The market is treating XRP fundamentally different from every other crypto asset right now. The ETF flow data across four weeks proves it with numbers that don't require interpretation. When the cycle turns, the asset that attracted capital during maximum fear leads the recovery. That asset is $XRP.

BOOOM!🚨🚨🚨 $XRP SPOT ETF INFLOWS OUTPERFORMED BITCOIN AND ETHEREUM FOR FOUR STRAIGHT WEEKS. While both bled billions. The divergence is now impossible to dismiss. Four consecutive weeks. $XRP green every single one. Bitcoin hemorrhaging over $5 billion across the same window. Ethereum bled over $800 million. The combined outflows from BTC and ETH: approximately $5.8 BILLION. In four weeks. During the same period, $100+ million flowed INTO XRP. Yes, XRP inflows cooled from $60M to $2.6M. The pace slowed. But it never turned red. Not once. Through four weeks of the most aggressive institutional capital exit from the two largest crypto assets in ETF history. That distinction matters more than most people realize. Slowing inflows during market-wide de-risking means the buyers getting in are conviction holders. Not momentum chasers. Not speculative capital. Allocators who evaluated the thesis and decided to hold or add exposure while the rest of the market ran. Bitcoin: aggressive capital exit accelerating weekly. Ethereum: sustained consistent bleeding. XRP: cooling but still positive. Still absorbing. Still green. The market is treating XRP fundamentally different from every other crypto asset right now. The ETF flow data across four weeks proves it with numbers that don't require interpretation. When the cycle turns, the asset that attracted capital during maximum fear leads the recovery. That asset is $XRP.

X Finance Bull

31,722 Aufrufe • vor 1 Monat

BOOM! 🚨🚨🚨 $XRP SPOT ETF FLOWS OUTPERFORMED BITCOIN AND ETHEREUM FOR TWO STRAIGHT WEEKS. 👇 Yes, I know the XRP price is going down. And institutions are loading up HARDER! Ask yourself why. Last two weeks: XRP ETFs: +$82.54M in net inflows. Bitcoin ETFs: -$2.26 BILLION in net outflows. Ethereum ETFs: -$471.10M in net outflows. BTC and ETH are bleeding institutional capital at a pace that should alarm every holder. Combined: over $2.7 billion walked out the door in 14 days. Meanwhile XRP attracted $82.54M in fresh capital during the same window. May 15: +$60.50M. May 22: +$22.04M. Cumulative inflows pushed from $1.39B to $1.41 Billion. The price dropped through both of those weeks. The chart looked ugly. Sentiment was negative. And institutional money flowed IN. Not out. That behavior tells you something the daily candle can't. The institutions buying $XRP through regulated ETF products are not reacting to weekly price action. They're positioning ahead of catalysts. 🟢CLARITY Act. 🟢Warsh at the Fed. 🟢DTCC tokenization going live in July. 🟢Ripple Prime's $200M facility. 🟢Mastercard and JPMorgan settlement on XRP Ledger. And many more When Bitcoin loses $2.26B and Ethereum loses $471M while XRP gains $82M, institutional capital is telling you exactly which asset they believe in through the downturn. The price goes down. The smart money goes in. That contradiction resolves one way. LOCK TF IN! 🔒

BOOM! 🚨🚨🚨 $XRP SPOT ETF FLOWS OUTPERFORMED BITCOIN AND ETHEREUM FOR TWO STRAIGHT WEEKS. 👇 Yes, I know the XRP price is going down. And institutions are loading up HARDER! Ask yourself why. Last two weeks: XRP ETFs: +$82.54M in net inflows. Bitcoin ETFs: -$2.26 BILLION in net outflows. Ethereum ETFs: -$471.10M in net outflows. BTC and ETH are bleeding institutional capital at a pace that should alarm every holder. Combined: over $2.7 billion walked out the door in 14 days. Meanwhile XRP attracted $82.54M in fresh capital during the same window. May 15: +$60.50M. May 22: +$22.04M. Cumulative inflows pushed from $1.39B to $1.41 Billion. The price dropped through both of those weeks. The chart looked ugly. Sentiment was negative. And institutional money flowed IN. Not out. That behavior tells you something the daily candle can't. The institutions buying $XRP through regulated ETF products are not reacting to weekly price action. They're positioning ahead of catalysts. 🟢CLARITY Act. 🟢Warsh at the Fed. 🟢DTCC tokenization going live in July. 🟢Ripple Prime's $200M facility. 🟢Mastercard and JPMorgan settlement on XRP Ledger. And many more When Bitcoin loses $2.26B and Ethereum loses $471M while XRP gains $82M, institutional capital is telling you exactly which asset they believe in through the downturn. The price goes down. The smart money goes in. That contradiction resolves one way. LOCK TF IN! 🔒

X Finance Bull

35,271 Aufrufe • vor 2 Monaten

WHY YOU’RE GOING TO LOSE MONEY ON STOCKS THIS DECADE! Legendary investor Howard Marks puts it bluntly: “When you buy the S&P 500 at a 23x P/E, your 10-yr annualized return has always fallen between +2% and –2%, IN EVERY CASE, EVERY CASE.” Today the market sits at a 25x P/E. Add inflation… and your “returns” are negative. So what’s Marks doing? Buying bonds! During the 2000–2002 crash: - Long-term Treasuries: +40–45% - NASDAQ: –78% History doesn’t repeat perfectly, but it rhymes. We might only be in the first inning of the next pullback. I’m already reallocating heavily into long-term bond ETFs like $TLT and $ZFL.TO, and I think they’ll outperform for years.

WHY YOU’RE GOING TO LOSE MONEY ON STOCKS THIS DECADE! Legendary investor Howard Marks puts it bluntly: “When you buy the S&P 500 at a 23x P/E, your 10-yr annualized return has always fallen between +2% and –2%, IN EVERY CASE, EVERY CASE.” Today the market sits at a 25x P/E. Add inflation… and your “returns” are negative. So what’s Marks doing? Buying bonds! During the 2000–2002 crash: - Long-term Treasuries: +40–45% - NASDAQ: –78% History doesn’t repeat perfectly, but it rhymes. We might only be in the first inning of the next pullback. I’m already reallocating heavily into long-term bond ETFs like $TLT and $ZFL.TO, and I think they’ll outperform for years.

Common Sense Investor (CSI)

2,154,326 Aufrufe • vor 8 Monaten

🐂 “What’s going to happen to Strategy is going to be absolutely mind blowing come summer/fall of 2025” - Preston Pysh sees insanity on the horizon. Michael Saylor’s playing a 4D game of chess that is carefully engineered around the BTC cycles. James Check (_Checkmate 🟠🔑⚡☢️🛢️) hasn’t studied $MSTR fully, but understands the market dynamics at play and what can happen to a equity that has a options market with absurd volatility that is tied to Bitcoin during a bull run. The velocity of the flywheel shows up as short sellers are forced to buy high, and $MSTR shareholders sell to convert to BTC. Listen to Preston and James discuss what’s in stor e for this cycle on the latest The Investor's Podcast episode. 🗯️ “The market moves slower than people expect, but being prepared puts you in a better position.” - James Check Key insights: 💼 Institutional Demand Holds Strong: After a 7-month consolidation above $1.2 trillion, Bitcoin proved its staying power. Every dip was met with significant buying, signaling strong institutional absorption. “Bitcoin belongs above $1 trillion—and now, $1.7 trillion,” says James Check. (02:29) 📊 On-Chain Trends: Long-term holders sold significantly during the consolidation, but selling pressure eased mid-November, paving the way for the current rally. Supply suffocation by holders below $20K creates a strong market floor. (09:02) 🏦 Evolving Exchange Dynamics: Borrowing against Bitcoin instead of selling it is maturing the market. This reduces sell pressure and positions BTC as pristine collateral, even drawing interest from traditional banks. (12:22) ⚡ Bullish Catalysts: A pro-Bitcoin U.S. president, ETF launches, and derivatives are energizing the market, with potential for explosive growth by 2025. However, risks like custody failures or copycat investing strategies loom. (28:30) 🔥 “Euphoria Zone” Alert: New retail interest is surging, yet historical patterns warn this euphoria may only last 6-18 months. Will Bitcoin hit $300K or consolidate before the next leg up? (59:13) Full video: #Bitcoin #Crypto #BTC #MarketTrends #FinancialFreedom

🐂 “What’s going to happen to Strategy is going to be absolutely mind blowing come summer/fall of 2025” - Preston Pysh sees insanity on the horizon. Michael Saylor’s playing a 4D game of chess that is carefully engineered around the BTC cycles. James Check (_Checkmate 🟠🔑⚡☢️🛢️) hasn’t studied $MSTR fully, but understands the market dynamics at play and what can happen to a equity that has a options market with absurd volatility that is tied to Bitcoin during a bull run. The velocity of the flywheel shows up as short sellers are forced to buy high, and $MSTR shareholders sell to convert to BTC. Listen to Preston and James discuss what’s in stor e for this cycle on the latest The Investor's Podcast episode. 🗯️ “The market moves slower than people expect, but being prepared puts you in a better position.” - James Check Key insights: 💼 Institutional Demand Holds Strong: After a 7-month consolidation above $1.2 trillion, Bitcoin proved its staying power. Every dip was met with significant buying, signaling strong institutional absorption. “Bitcoin belongs above $1 trillion—and now, $1.7 trillion,” says James Check. (02:29) 📊 On-Chain Trends: Long-term holders sold significantly during the consolidation, but selling pressure eased mid-November, paving the way for the current rally. Supply suffocation by holders below $20K creates a strong market floor. (09:02) 🏦 Evolving Exchange Dynamics: Borrowing against Bitcoin instead of selling it is maturing the market. This reduces sell pressure and positions BTC as pristine collateral, even drawing interest from traditional banks. (12:22) ⚡ Bullish Catalysts: A pro-Bitcoin U.S. president, ETF launches, and derivatives are energizing the market, with potential for explosive growth by 2025. However, risks like custody failures or copycat investing strategies loom. (28:30) 🔥 “Euphoria Zone” Alert: New retail interest is surging, yet historical patterns warn this euphoria may only last 6-18 months. Will Bitcoin hit $300K or consolidate before the next leg up? (59:13) Full video: #Bitcoin #Crypto #BTC #MarketTrends #FinancialFreedom

J64

115,060 Aufrufe • vor 1 Jahr

🚨 MICHAEL SAYLOR IS ABOUT TO SELL BITCOIN 🚨 And it's much worse for the market than you think. Let me explain Saylor built the most aggressive Bitcoin accumulation machine in corporate history The model was simple: 1. Raise capital 2. Buy BTC 3. Reinvest returns 4. Repeat Every dip was a buy. Every week a new purchase. 5 years straight BUT Then Q1 2026 happened BTC dropped from 87k to 68k in three months. Strategy posted a $12.54B loss But even that's not the real problem Here's the real problem To fund the machine, Saylor issued STRC - preferred stock paying investors 11.5% annual dividend $8.5 billion raised - all of it went into BTC The catch - dividends don't stop when Bitcoin drops Strategy now owes investors $1.2 billion every single year. Regardless of price So yesterday Saylor admitted it publicly The man who screamed "never sell your Bitcoin" on every podcast - may now sell Bitcoin In isolation, selling to cover dividends isn't catastrophic But the narrative just broke And once the narrative breaks, the damage is structural Here's how it plays out Every time BTC drops and stays low - Strategy sells more BTC to cover the $1.2B obligation Every sale pushes price down Lower price means more BTC needed to cover the same obligation Which means more and more selling Strategy holds 818,000 BTC - 3.9% of all Bitcoin that will ever exist At current prices, covering annual dividends alone requires selling roughly 15,500 BTC per year That's not a number the market quietly absorbs For 5 years Saylor was the floor under every dip Now he's potentially the ceiling June 8 - shareholder vote on dividends. Watch that date BTC doesn't like forced sellers. It never has NOTIFS ON!

🚨 MICHAEL SAYLOR IS ABOUT TO SELL BITCOIN 🚨 And it's much worse for the market than you think. Let me explain Saylor built the most aggressive Bitcoin accumulation machine in corporate history The model was simple: 1. Raise capital 2. Buy BTC 3. Reinvest returns 4. Repeat Every dip was a buy. Every week a new purchase. 5 years straight BUT Then Q1 2026 happened BTC dropped from 87k to 68k in three months. Strategy posted a $12.54B loss But even that's not the real problem Here's the real problem To fund the machine, Saylor issued STRC - preferred stock paying investors 11.5% annual dividend $8.5 billion raised - all of it went into BTC The catch - dividends don't stop when Bitcoin drops Strategy now owes investors $1.2 billion every single year. Regardless of price So yesterday Saylor admitted it publicly The man who screamed "never sell your Bitcoin" on every podcast - may now sell Bitcoin In isolation, selling to cover dividends isn't catastrophic But the narrative just broke And once the narrative breaks, the damage is structural Here's how it plays out Every time BTC drops and stays low - Strategy sells more BTC to cover the $1.2B obligation Every sale pushes price down Lower price means more BTC needed to cover the same obligation Which means more and more selling Strategy holds 818,000 BTC - 3.9% of all Bitcoin that will ever exist At current prices, covering annual dividends alone requires selling roughly 15,500 BTC per year That's not a number the market quietly absorbs For 5 years Saylor was the floor under every dip Now he's potentially the ceiling June 8 - shareholder vote on dividends. Watch that date BTC doesn't like forced sellers. It never has NOTIFS ON!

NoName

57,688 Aufrufe • vor 2 Monaten

"This really does feel like a silent IPO." James Seyffart (James Seyffart) is the ETF analyst at Bloomberg Intelligence. Spent his career inside the machine that tracks every dollar flowing through US ETFs. Predicted the spot Bitcoin ETF approval timing months before Wall Street consensus. Now tracking what advisors are actually doing, not what they're saying. "Q1 2026 was the most successful quarter Bitwise ever had. Selling Bitcoin ETFs to wealth advisors. Despite the price not doing well at all." We cover: — Why advisors loaded up on Bitcoin while retail was selling — The "silent IPO" frame: ETFs in, MicroStrategy in, retail out, and what happens when that flips — Why the Iran weekend was the real Bitcoin turning point nobody talked about — The Facebook moment thesis: why ETF growth keeps compounding even as crypto-native traders lose interest — Six years ago people asked if Bitcoin would be banned, what changed in DC — Why gold ETFs went from $130B to $300B+ and what that means for the next BTC leg — The basket ETF and prediction market ETF wave coming through SEC pipeline right now — Why James can't be more bullish than he is on ETF structure and the inflow numbers backing it up — Which wealth advisors are now writing Bitcoin into 60/40 portfolios as a structural allocation — The Clarity Act window and why his colleague has never put odds below 60% Thanks to James for joining us again on New Era Finance Podcast. Highlights: 00:00 - Intro 02:13 - The Iran Moment Shock 02:33 - Bitwise's Best Quarter Ever 03:34 - Crypto's Inverse Adoption Curve 12:08 - Tokenization & The Stablecoin Cliff 20:00 - Gold ETFs vs Bitcoin ETFs 21:00 - Six Years Ago vs Now 24:48 - The Gold Bull Run Explained 30:15 - Basket ETFs Coming 32:50 - Clarity Act Odds 33:40 - Why ETF Inflows Hit New ATHs 36:08 - The Silent IPO Frame

"This really does feel like a silent IPO." James Seyffart (James Seyffart) is the ETF analyst at Bloomberg Intelligence. Spent his career inside the machine that tracks every dollar flowing through US ETFs. Predicted the spot Bitcoin ETF approval timing months before Wall Street consensus. Now tracking what advisors are actually doing, not what they're saying. "Q1 2026 was the most successful quarter Bitwise ever had. Selling Bitcoin ETFs to wealth advisors. Despite the price not doing well at all." We cover: — Why advisors loaded up on Bitcoin while retail was selling — The "silent IPO" frame: ETFs in, MicroStrategy in, retail out, and what happens when that flips — Why the Iran weekend was the real Bitcoin turning point nobody talked about — The Facebook moment thesis: why ETF growth keeps compounding even as crypto-native traders lose interest — Six years ago people asked if Bitcoin would be banned, what changed in DC — Why gold ETFs went from $130B to $300B+ and what that means for the next BTC leg — The basket ETF and prediction market ETF wave coming through SEC pipeline right now — Why James can't be more bullish than he is on ETF structure and the inflow numbers backing it up — Which wealth advisors are now writing Bitcoin into 60/40 portfolios as a structural allocation — The Clarity Act window and why his colleague has never put odds below 60% Thanks to James for joining us again on New Era Finance Podcast. Highlights: 00:00 - Intro 02:13 - The Iran Moment Shock 02:33 - Bitwise's Best Quarter Ever 03:34 - Crypto's Inverse Adoption Curve 12:08 - Tokenization & The Stablecoin Cliff 20:00 - Gold ETFs vs Bitcoin ETFs 21:00 - Six Years Ago vs Now 24:48 - The Gold Bull Run Explained 30:15 - Basket ETFs Coming 32:50 - Clarity Act Odds 33:40 - Why ETF Inflows Hit New ATHs 36:08 - The Silent IPO Frame

New Era Finance Podcast

145,056 Aufrufe • vor 2 Monaten

Michael Saylor: in the long run, whether we join the S&P 500 doesn't really matter On November 23, MicroStrategy co-founder Michael Saylor said in a CoinDesk podcast interview that whether the S&P 500 includes them doesn't matter in the long run. In discussing how Bitcoin and digital assets are being accepted by the financial world, he pointed out that these assets once faced challenges from credit rating agencies and regulators — even the Basel regulations assigned Bitcoin a value of zero. But now those institutions have started to accept Bitcoin. If Bitcoin truly is digital capital superior to gold, he argued, the invisible hand of the free market will allocate capital accordingly. Short-term decisions by index managers, insurers, or banks won't change this trend — they'll only create bigger opportunities for other investors. Source：

Michael Saylor: in the long run, whether we join the S&P 500 doesn't really matter On November 23, MicroStrategy co-founder Michael Saylor said in a CoinDesk podcast interview that whether the S&P 500 includes them doesn't matter in the long run. In discussing how Bitcoin and digital assets are being accepted by the financial world, he pointed out that these assets once faced challenges from credit rating agencies and regulators — even the Basel regulations assigned Bitcoin a value of zero. But now those institutions have started to accept Bitcoin. If Bitcoin truly is digital capital superior to gold, he argued, the invisible hand of the free market will allocate capital accordingly. Short-term decisions by index managers, insurers, or banks won't change this trend — they'll only create bigger opportunities for other investors. Source：

Wu Blockchain

27,624 Aufrufe • vor 7 Monaten

🔊 “Short-term price action is noise. Focus on the thesis. The goal is to win long-term.” describes the aggressive BTC accumulation from Michael Saylor as “loading the spring” for a potential outbreak in 2025. There’s likely motives that are driving this behavior behind speculation of the SBR and how to optimize the new accounting changes from FASB. It will be interesting to see the narrative that the Strategy team focuses on in 2025 as Bitcoin continues to push to new all time highs. MicroStrategy isn’t just a Bitcoin play—it’s the Bitcoin strategy. Tune into Anders_ ✝️🇩🇰🇧🇷🥩🥩🍸 MSTR Monday’s with and Adrian to hear their expectations for MicroStrategy heading into 2025. Key insights from full discussion: 🕰️ Long-Term Vision: Saylor’s strategy prioritizes Bitcoin per share growth. Short-term volatility is noise; the company remains focused on building value through Bitcoin accumulation. [03:57] 📈 Bitcoin Stockpile Growth: MicroStrategy aims for 500,000 BTC by year-end, aggressively frontloading ahead of potential nation-state accumulation that could reshape markets. [17:31] ➡️ NASDAQ-100 Rebalancing: MicroStrategy’s NASDAQ-100 inclusion triggers significant capital shifts starting this month, with billions in buy pressure expected. Momentum builds. [18:31] 🌟 2025 Outlook: Catalysts are aligning: favorable accounting rules, Bitcoin’s price appreciation, and post-halving momentum set the stage for MicroStrategy to dominate. [22:53] 🇺🇸 US Reserve Speculation: Speculation grows that the US could adopt Bitcoin in its reserves. If true, it could set off global demand, price surges, and unprecedented market dynamics. [30:17] Full video:

🔊 “Short-term price action is noise. Focus on the thesis. The goal is to win long-term.” describes the aggressive BTC accumulation from Michael Saylor as “loading the spring” for a potential outbreak in 2025. There’s likely motives that are driving this behavior behind speculation of the SBR and how to optimize the new accounting changes from FASB. It will be interesting to see the narrative that the Strategy team focuses on in 2025 as Bitcoin continues to push to new all time highs. MicroStrategy isn’t just a Bitcoin play—it’s the Bitcoin strategy. Tune into Anders_ ✝️🇩🇰🇧🇷🥩🥩🍸 MSTR Monday’s with and Adrian to hear their expectations for MicroStrategy heading into 2025. Key insights from full discussion: 🕰️ Long-Term Vision: Saylor’s strategy prioritizes Bitcoin per share growth. Short-term volatility is noise; the company remains focused on building value through Bitcoin accumulation. [03:57] 📈 Bitcoin Stockpile Growth: MicroStrategy aims for 500,000 BTC by year-end, aggressively frontloading ahead of potential nation-state accumulation that could reshape markets. [17:31] ➡️ NASDAQ-100 Rebalancing: MicroStrategy’s NASDAQ-100 inclusion triggers significant capital shifts starting this month, with billions in buy pressure expected. Momentum builds. [18:31] 🌟 2025 Outlook: Catalysts are aligning: favorable accounting rules, Bitcoin’s price appreciation, and post-halving momentum set the stage for MicroStrategy to dominate. [22:53] 🇺🇸 US Reserve Speculation: Speculation grows that the US could adopt Bitcoin in its reserves. If true, it could set off global demand, price surges, and unprecedented market dynamics. [30:17] Full video:

J64

20,996 Aufrufe • vor 1 Jahr

🚨 GOLD IS REPEATING THE SCENARIO OF THE 2013 CRASH I've seen this before and I don't like how it ends Back then, people also believed that after years of gains, it was just a correction Since the beginning of 2026, gold has already fallen about 24% from its all-time high of $5,600 per ounce And March turned out to be the worst month since June 2013 - the exact moment when the most painful phase of the previous bear market began The scenario is repeating: Rally → ATH → Hawkish Fed → ETF outflows → Loss of momentum → Deep correction So far, almost everything lines up: 1. After the ATH, profit-taking accelerated Just like in 2011, gold rallied for years on fear, inflation, and crisis expectations But after peaking, the market started losing momentum 2. The Fed is once again the main source of pressure In 2013, investors feared tapering and rising real yields Today looks similar: the Fed remains hawkish, inflation is still elevated, the dollar is strengthening, and real yields are rising Historically, that's one of the worst environments for gold 3. Safe-haven demand is fading Tensions around Iran have eased Some capital is already rotating out of safe-haven assets and back into risk 4. ETFs are starting to reverse March saw strong outflows from gold ETFs Historically, major ETF outflows often appear when the market regime starts changing Yes, central banks are still buying gold But even record purchases by central banks can only soften the downside if the macro environment continues to deteriorate for gold If the Fed stays hawkish and the U.S. economy remains strong, the $4,100-4,200 zone may end up being just a temporary stop The main idea is simple: The market has already gone through the euphoria phase And if the 2011-2013 analogy continues to hold, the current decline may not be the end of the correction I've said this before, and everything is still playing out exactly according to plan Turn on notifications. If you're not following me yet, you might realize later that it was a mistake because I warned you Bookmark this. The next phase is gonna be very important

🚨 GOLD IS REPEATING THE SCENARIO OF THE 2013 CRASH I've seen this before and I don't like how it ends Back then, people also believed that after years of gains, it was just a correction Since the beginning of 2026, gold has already fallen about 24% from its all-time high of $5,600 per ounce And March turned out to be the worst month since June 2013 - the exact moment when the most painful phase of the previous bear market began The scenario is repeating: Rally → ATH → Hawkish Fed → ETF outflows → Loss of momentum → Deep correction So far, almost everything lines up: 1. After the ATH, profit-taking accelerated Just like in 2011, gold rallied for years on fear, inflation, and crisis expectations But after peaking, the market started losing momentum 2. The Fed is once again the main source of pressure In 2013, investors feared tapering and rising real yields Today looks similar: the Fed remains hawkish, inflation is still elevated, the dollar is strengthening, and real yields are rising Historically, that's one of the worst environments for gold 3. Safe-haven demand is fading Tensions around Iran have eased Some capital is already rotating out of safe-haven assets and back into risk 4. ETFs are starting to reverse March saw strong outflows from gold ETFs Historically, major ETF outflows often appear when the market regime starts changing Yes, central banks are still buying gold But even record purchases by central banks can only soften the downside if the macro environment continues to deteriorate for gold If the Fed stays hawkish and the U.S. economy remains strong, the $4,100-4,200 zone may end up being just a temporary stop The main idea is simple: The market has already gone through the euphoria phase And if the 2011-2013 analogy continues to hold, the current decline may not be the end of the correction I've said this before, and everything is still playing out exactly according to plan Turn on notifications. If you're not following me yet, you might realize later that it was a mistake because I warned you Bookmark this. The next phase is gonna be very important

Leni

276,522 Aufrufe • vor 1 Monat

Most crypto traders only know spot and perps. That’s a mistake. I finally spent time learning crypto options on Derive.xyz, and it’s one of the most underused tools in this market. Simple example: You’re long 1 BTC, bullish long-term, but don’t want to panic through a short-term drawdown. You buy a protective put. Downside is capped during the bar. Upside stays open unlike a perp short since you don't get liquidated for more than the cost. Your max loss is known in advance. This lets you hold spot through all the bear market drops without panic selling. Options are already massive in TradFi. In new financial markets like crypto, they always mature last. We’re already seeing: • Institutions driving options volume to ATHs • Volatility harvesting replacing Old “yield” strategies • Spot and perps infra reaching full saturation This is where crypto trading is heading. Just scratching the surface in this video 👇

Most crypto traders only know spot and perps. That’s a mistake. I finally spent time learning crypto options on Derive.xyz, and it’s one of the most underused tools in this market. Simple example: You’re long 1 BTC, bullish long-term, but don’t want to panic through a short-term drawdown. You buy a protective put. Downside is capped during the bar. Upside stays open unlike a perp short since you don't get liquidated for more than the cost. Your max loss is known in advance. This lets you hold spot through all the bear market drops without panic selling. Options are already massive in TradFi. In new financial markets like crypto, they always mature last. We’re already seeing: • Institutions driving options volume to ATHs • Volatility harvesting replacing Old “yield” strategies • Spot and perps infra reaching full saturation This is where crypto trading is heading. Just scratching the surface in this video 👇

VirtualBacon

52,412 Aufrufe • vor 7 Monaten

My Bitcoin Treasury discussion with Joe Burnett, MSBA. 0:00 – Intro 1:00 – First priority as Director of Bitcoin Strategy 3:11 – Should Bitcoin companies copy MSTR’s preferreds? 5:02 – Structuring credit: BTC Ratings from 2 to 10 6:25 – Long-term CAGR for Bitcoin vs. S&P 500 8:28 – Why Bitcoin has fewer risks than stocks 10:36 – The global index with no counterparty risk 15:14 – Is Bitcoin a global productivity index? 16:56 – Will MSTR join the S&P 500? 18:14 – Why Vanguard owns MSTR 19:23 – Unlocking passive capital for Bitcoin 21:14 – Why BTC companies magnetize capital 23:24 – Mag 7 adoption playbook: fast vs. slow 25:47 – Most CEOs don’t want the money 27:15 – Who should adopt Bitcoin—and who won’t 29:20 – Why MSTR is going all-in on preferreds 31:21 – Preferreds are better than convertibles 32:32 – Will BTC companies still trade above NAV in bear markets? 34:09 – Why 2022 was a crypto-catalyzed bear market 35:14 – The difference between 1.1x and 100x leverage 37:07 – How to defend BTC NAV with credit instruments 39:14 – How to create a Bitcoin short squeeze 41:20 – Why shorts don’t have the courage 43:20 – The future of BTC-backed credit and equity 45:04 – A new theory of Bitcoin corporate finance 49:30 – Copy MSTR: it’s good for everyone 50:26 – Harvard’s outdated Bitcoin case study 52:16 – Why the smartest firms are making bad moves 54:16 – Why academics ignore Strategy’s success 55:15 – How the world could look in four years 57:09 – Final thoughts and wrap-up

My Bitcoin Treasury discussion with Joe Burnett, MSBA. 0:00 – Intro 1:00 – First priority as Director of Bitcoin Strategy 3:11 – Should Bitcoin companies copy MSTR’s preferreds? 5:02 – Structuring credit: BTC Ratings from 2 to 10 6:25 – Long-term CAGR for Bitcoin vs. S&P 500 8:28 – Why Bitcoin has fewer risks than stocks 10:36 – The global index with no counterparty risk 15:14 – Is Bitcoin a global productivity index? 16:56 – Will MSTR join the S&P 500? 18:14 – Why Vanguard owns MSTR 19:23 – Unlocking passive capital for Bitcoin 21:14 – Why BTC companies magnetize capital 23:24 – Mag 7 adoption playbook: fast vs. slow 25:47 – Most CEOs don’t want the money 27:15 – Who should adopt Bitcoin—and who won’t 29:20 – Why MSTR is going all-in on preferreds 31:21 – Preferreds are better than convertibles 32:32 – Will BTC companies still trade above NAV in bear markets? 34:09 – Why 2022 was a crypto-catalyzed bear market 35:14 – The difference between 1.1x and 100x leverage 37:07 – How to defend BTC NAV with credit instruments 39:14 – How to create a Bitcoin short squeeze 41:20 – Why shorts don’t have the courage 43:20 – The future of BTC-backed credit and equity 45:04 – A new theory of Bitcoin corporate finance 49:30 – Copy MSTR: it’s good for everyone 50:26 – Harvard’s outdated Bitcoin case study 52:16 – Why the smartest firms are making bad moves 54:16 – Why academics ignore Strategy’s success 55:15 – How the world could look in four years 57:09 – Final thoughts and wrap-up

Michael Saylor

483,895 Aufrufe • vor 1 Jahr

Jordan Belfort (yes, the Wolf of Wall Street) just gave the most boring investing advice you'll ever hear. And he admits that's exactly the problem. When asked what someone just starting out should invest in, his answer was almost anticlimactic: "It's really simple. Just buy a Vanguard No-Load S&P 500 and hold it and don't ever sell it. There you go. And the more money you have, just keep reinvesting and reinvest the dividends and over time you'll do okay." Then he revealed something surprising: "Which is really my whole 401k." The man who built (and lost) fortunes running one of the most aggressive brokerages in history keeps his own retirement money in a plain index fund. His reasoning is grounded in math, not hype: "Even the most successful hedge fund managers can't beat the S&P over the long term. And especially when you're including the fees they charge, the commissions, the tax advantages of buying and holding and reinvesting dividends. So, you're going to end up much much better off. And it's been mathematically proven if you simply buy the S&P and just hold it for 30 years." But here's where it gets interesting. The interviewer pushed back with the real problem: "I tell people that, but it doesn't sound sexy enough." Jordan Belfort 's response cut straight to the conundrum he's now writing an entire book about: "That's the best advice I can give you. But I know you're not going to follow it." So instead of just preaching the index fund gospel, he's accepted reality. People are going to chase the exciting stuff anyway. His book aims to teach them "how to at least navigate these other worlds without getting slaughtered."

Jordan Belfort (yes, the Wolf of Wall Street) just gave the most boring investing advice you'll ever hear. And he admits that's exactly the problem. When asked what someone just starting out should invest in, his answer was almost anticlimactic: "It's really simple. Just buy a Vanguard No-Load S&P 500 and hold it and don't ever sell it. There you go. And the more money you have, just keep reinvesting and reinvest the dividends and over time you'll do okay." Then he revealed something surprising: "Which is really my whole 401k." The man who built (and lost) fortunes running one of the most aggressive brokerages in history keeps his own retirement money in a plain index fund. His reasoning is grounded in math, not hype: "Even the most successful hedge fund managers can't beat the S&P over the long term. And especially when you're including the fees they charge, the commissions, the tax advantages of buying and holding and reinvesting dividends. So, you're going to end up much much better off. And it's been mathematically proven if you simply buy the S&P and just hold it for 30 years." But here's where it gets interesting. The interviewer pushed back with the real problem: "I tell people that, but it doesn't sound sexy enough." Jordan Belfort 's response cut straight to the conundrum he's now writing an entire book about: "That's the best advice I can give you. But I know you're not going to follow it." So instead of just preaching the index fund gospel, he's accepted reality. People are going to chase the exciting stuff anyway. His book aims to teach them "how to at least navigate these other worlds without getting slaughtered."

Black Edge

14,797 Aufrufe • vor 2 Monaten

James Check: Spot Buyers Saving Bitcoin Amid Time Pain | SLP755 _Checkmate 🟠🔑⚡☢️🛢️ of _Checkonchain, joins me to break down the current cycle through on-chain data and market psychology. We’ve seen sales from ETFs and some Treasury Companies, but spot demand remains in a shallow bear market. Check examines why short-term holders flipped into high-conviction buyers, 53K realized price might be a floor and the Pareto distribution among Bitcoin treasury companies. Timestamps: 00:56 — Last Day of Bear Feels Worst 03:26 — Time Pain Grinds Out Weak Hands 05:53 — Shallowest Bear Market Ever Seen 08:53 — Spot Buyers Saving Bitcoin From Zero 11:14 — Short-Term Holders Are Now Smart Money 15:28 — July Bear Bottom: 8-Method Average 18:50 — 53K Realized Price Now the Floor 23:00 — Buy Bottom 15% and Just DCA 28:30 — The AI Trade 30:46 — Bitcoin and Gold Share a Rare Moat 35:23 — Will Most Bitcoin Treasuries Fail? 37:37 — MSTR's Sale of Bitcoin 41:28 — Bitcoin Treasuries Follow Harsh Pareto Rule 47:30 — Bitcoin Treasuries Next Cycle 49:05 — High-Yield Trap?

James Check: Spot Buyers Saving Bitcoin Amid Time Pain | SLP755 _Checkmate 🟠🔑⚡☢️🛢️ of _Checkonchain, joins me to break down the current cycle through on-chain data and market psychology. We’ve seen sales from ETFs and some Treasury Companies, but spot demand remains in a shallow bear market. Check examines why short-term holders flipped into high-conviction buyers, 53K realized price might be a floor and the Pareto distribution among Bitcoin treasury companies. Timestamps: 00:56 — Last Day of Bear Feels Worst 03:26 — Time Pain Grinds Out Weak Hands 05:53 — Shallowest Bear Market Ever Seen 08:53 — Spot Buyers Saving Bitcoin From Zero 11:14 — Short-Term Holders Are Now Smart Money 15:28 — July Bear Bottom: 8-Method Average 18:50 — 53K Realized Price Now the Floor 23:00 — Buy Bottom 15% and Just DCA 28:30 — The AI Trade 30:46 — Bitcoin and Gold Share a Rare Moat 35:23 — Will Most Bitcoin Treasuries Fail? 37:37 — MSTR's Sale of Bitcoin 41:28 — Bitcoin Treasuries Follow Harsh Pareto Rule 47:30 — Bitcoin Treasuries Next Cycle 49:05 — High-Yield Trap?

Stephan Livera

15,763 Aufrufe • vor 15 Tagen

If you've been confused watching gold crash during this war, you're not alone. The financial media won't cover it but there are three macro conditions driving it's price down. Understanding these will help you decide whether to buy more or sell. Here's what they are: 1) The Oil Shock Margin Call Countries that import oil need dollars to pay for increased energy bills. Turkey imports 90% of its oil and 98% of its gas. They were forced to sell 58 tons of gold in two weeks to stay afloat, becoming responsible for the most selling pressure than every other gold ETF investor who are also selling. Countries relying on these imports are doing the same. 2) Currency Peg Defense Every Gulf state pegs their currency to the dollar, which upholds when oil money flows in. Since the Iran war shut the Strait of Hormuz, dollars are still flowing out through food imports, military costs, and capital flight. They have to sell gold to keep their currency stable instead of letting the peg break, which would lead to hyperinflation and economic collapse. 3) War Funding Russia sold $30 billion in gold last year and is banning gold exports over 100 grams starting April 2026. Poland is talking about liquidating $13 billion worth of it for defense spending. That's just two examples of countries converting gold reserves into cash for military spending. Gold crashed because three macro forces margin called entire countries at the same time. The thread below explains why none of this changes the long-term bull case for gold.

If you've been confused watching gold crash during this war, you're not alone. The financial media won't cover it but there are three macro conditions driving it's price down. Understanding these will help you decide whether to buy more or sell. Here's what they are: 1) The Oil Shock Margin Call Countries that import oil need dollars to pay for increased energy bills. Turkey imports 90% of its oil and 98% of its gas. They were forced to sell 58 tons of gold in two weeks to stay afloat, becoming responsible for the most selling pressure than every other gold ETF investor who are also selling. Countries relying on these imports are doing the same. 2) Currency Peg Defense Every Gulf state pegs their currency to the dollar, which upholds when oil money flows in. Since the Iran war shut the Strait of Hormuz, dollars are still flowing out through food imports, military costs, and capital flight. They have to sell gold to keep their currency stable instead of letting the peg break, which would lead to hyperinflation and economic collapse. 3) War Funding Russia sold $30 billion in gold last year and is banning gold exports over 100 grams starting April 2026. Poland is talking about liquidating $13 billion worth of it for defense spending. That's just two examples of countries converting gold reserves into cash for military spending. Gold crashed because three macro forces margin called entire countries at the same time. The thread below explains why none of this changes the long-term bull case for gold.

Felix Prehn 🐶

22,927 Aufrufe • vor 3 Monaten

BITCOIN'S "DIGITAL GOLD" NARRATIVE JUST FAILED ITS BIGGEST TEST While gold surged past $5,000 and silver hit record after record... Bitcoin dropped 6% in 2025. Silver is up 138%. Bitcoin? Down 30% from its October high. The "digital gold" thesis is collapsing. But here's what most people are getting wrong about WHY... My good friend Michael Howell at CrossBorder Capital/ GLIndexes nailed it: This isn't a "Great Debasement" trade. If it were, Bitcoin would be celebrating and bonds would be in freefall. Neither is happening. THE REAL DRIVER: CHINA The People's Bank of China has added $1.1T to Chinese money markets over the past year. And they'll likely do the same again this year. This aggressive monetary debasement is pushing Chinese residents into gold as an inflation hedge. You see, Chinese residents are big gold buyers but NOT big Bitcoin buyers. Why? The PBoC banned cryptocurrencies onshore. So when China prints money, it flows into gold, not crypto. And because the Yuan is stable against the dollar (capital controls and trade surplus), changes in the Yuan gold price transmit virtually 1:1 into the US dollar gold price. Bitcoin gets none of this flow. THE LIQUIDITY PROBLEM Michael's research shows something critical: Cryptocurrencies are the most liquidity-sensitive assets on the planet. And Global Liquidity is starting to slow. During the last liquidity downswing from late 2021 through 2022, Bitcoin fell from $65k to under $20k. In the next upswing, it gained over $100k. Now liquidity is peaking again. Bond term premia have stopped rising. Bitcoin is flatlining. The correlation between Global Liquidity and Bitcoin is ironclad. And the cycle is turning against crypto. THE OCTOBER CRASH EXPOSED EVERYTHING On October 10, 2025, Trump's 100% China tariff threat triggered the largest single-day liquidation in crypto history. $19B wiped out in 24 hours. 1.6M accounts blown up. Bitcoin plunged from $126,000 to below $105,000. Order book depth collapsed 98%. This was a stress test And Bitcoin failed. THE "HEDGE" THAT ISN'T During recent geopolitical tensions over Greenland: Gold rose 8.6%. Bitcoin dropped 6.6%. NYDIG found that Bitcoin behaves like an "ATM" during crises. Investors sell it first to raise cash. That's not a hedge. That's a liquidity source. Meanwhile, central banks are buying gold at record levels. They're not touching Bitcoin. THE MINING DEATH SPIRAL Hashprice - the key profitability metric - fell to $35-36 per PH/s/day in November. Below breakeven for most operations. 2025 was the "harshest margin environment of all time." ROI on new mining rigs? 1,000 days. In 2017? Same equipment paid for itself in 3-6 months. AI data centers are outbidding miners for cheap electricity. The squeeze is structural. WHERE THIS IS HEADING Paolo Ardoino, Tether's CEO, said it himself last week: "There are foreign countries buying a lot of gold, and we believe these countries will soon launch tokenized versions of gold as a competitive currency to the US dollar." Gold is being repositioned as foundational collateral beneath a fragmented digital monetary landscape. The BRICS are building gold-backed currencies to accelerate dedollarization. And ironically, the US will use gold-backed stablecoins to DEFEND the dollar's dominance. Gold, forever the bane of the dollar's existence, is being resurrected as its savior. A new monetary age is coming. And Bitcoin isn't part of it. MY TAKE My good friend Michael is right: Monetary debasement is a long-term investment strategy, not a short-term trade. But Bitcoin's cycle is no longer a simple 4 year halving cycle based on supply. It's a complex demand cycle driven by Global Liquidity. And that liquidity is peaking. When Chinese liquidity floods into gold while Bitcoin sits banned on the mainland... When Global Liquidity peaks and crypto flatlines... When the asset fails every stress test thrown at it... There's a serious problem.

BITCOIN'S "DIGITAL GOLD" NARRATIVE JUST FAILED ITS BIGGEST TEST While gold surged past $5,000 and silver hit record after record... Bitcoin dropped 6% in 2025. Silver is up 138%. Bitcoin? Down 30% from its October high. The "digital gold" thesis is collapsing. But here's what most people are getting wrong about WHY... My good friend Michael Howell at CrossBorder Capital/ GLIndexes nailed it: This isn't a "Great Debasement" trade. If it were, Bitcoin would be celebrating and bonds would be in freefall. Neither is happening. THE REAL DRIVER: CHINA The People's Bank of China has added $1.1T to Chinese money markets over the past year. And they'll likely do the same again this year. This aggressive monetary debasement is pushing Chinese residents into gold as an inflation hedge. You see, Chinese residents are big gold buyers but NOT big Bitcoin buyers. Why? The PBoC banned cryptocurrencies onshore. So when China prints money, it flows into gold, not crypto. And because the Yuan is stable against the dollar (capital controls and trade surplus), changes in the Yuan gold price transmit virtually 1:1 into the US dollar gold price. Bitcoin gets none of this flow. THE LIQUIDITY PROBLEM Michael's research shows something critical: Cryptocurrencies are the most liquidity-sensitive assets on the planet. And Global Liquidity is starting to slow. During the last liquidity downswing from late 2021 through 2022, Bitcoin fell from $65k to under $20k. In the next upswing, it gained over $100k. Now liquidity is peaking again. Bond term premia have stopped rising. Bitcoin is flatlining. The correlation between Global Liquidity and Bitcoin is ironclad. And the cycle is turning against crypto. THE OCTOBER CRASH EXPOSED EVERYTHING On October 10, 2025, Trump's 100% China tariff threat triggered the largest single-day liquidation in crypto history. $19B wiped out in 24 hours. 1.6M accounts blown up. Bitcoin plunged from $126,000 to below $105,000. Order book depth collapsed 98%. This was a stress test And Bitcoin failed. THE "HEDGE" THAT ISN'T During recent geopolitical tensions over Greenland: Gold rose 8.6%. Bitcoin dropped 6.6%. NYDIG found that Bitcoin behaves like an "ATM" during crises. Investors sell it first to raise cash. That's not a hedge. That's a liquidity source. Meanwhile, central banks are buying gold at record levels. They're not touching Bitcoin. THE MINING DEATH SPIRAL Hashprice - the key profitability metric - fell to $35-36 per PH/s/day in November. Below breakeven for most operations. 2025 was the "harshest margin environment of all time." ROI on new mining rigs? 1,000 days. In 2017? Same equipment paid for itself in 3-6 months. AI data centers are outbidding miners for cheap electricity. The squeeze is structural. WHERE THIS IS HEADING Paolo Ardoino, Tether's CEO, said it himself last week: "There are foreign countries buying a lot of gold, and we believe these countries will soon launch tokenized versions of gold as a competitive currency to the US dollar." Gold is being repositioned as foundational collateral beneath a fragmented digital monetary landscape. The BRICS are building gold-backed currencies to accelerate dedollarization. And ironically, the US will use gold-backed stablecoins to DEFEND the dollar's dominance. Gold, forever the bane of the dollar's existence, is being resurrected as its savior. A new monetary age is coming. And Bitcoin isn't part of it. MY TAKE My good friend Michael is right: Monetary debasement is a long-term investment strategy, not a short-term trade. But Bitcoin's cycle is no longer a simple 4 year halving cycle based on supply. It's a complex demand cycle driven by Global Liquidity. And that liquidity is peaking. When Chinese liquidity floods into gold while Bitcoin sits banned on the mainland... When Global Liquidity peaks and crypto flatlines... When the asset fails every stress test thrown at it... There's a serious problem.

George Noble

133,758 Aufrufe • vor 5 Monaten

🚨 THE S&P 500 IS MORE DANGEROUS RIGHT NOW THAN IT LOOKS The illusion of safety is what makes people poor. I keep seeing people say the same thing: “It probably won’t crash. It always goes up. Just buy the index.” That is exactly what concerns me. When you buy an individual stock, you understand you can lose money. But with the S&P 500, it is different. Most people do not even consider the possibility of a real crash anymore. Just look at the Dot-Com Bubble: Back then, everyone also thought everything was fine. The internet was real. The companies were real. The index kept climbing, and people convinced themselves it would keep climbing for years. But the final stage of every bubble begins when prices become absurd and fear disappears. And prices right now are absurd again. The S&P 500 is printing new highs with barely any meaningful pullbacks. AI-related stocks are carrying the index. Capital is concentrated in a small group of companies. And retail confidence is once again moving into extreme territory. That is where we are now. People are not buying because the setup is cheap. They are buying because they believe the S&P 500 cannot fail. Remember: the market becomes most vulnerable when the majority stops seeing any risk. For the record: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

🚨 THE S&P 500 IS MORE DANGEROUS RIGHT NOW THAN IT LOOKS The illusion of safety is what makes people poor. I keep seeing people say the same thing: “It probably won’t crash. It always goes up. Just buy the index.” That is exactly what concerns me. When you buy an individual stock, you understand you can lose money. But with the S&P 500, it is different. Most people do not even consider the possibility of a real crash anymore. Just look at the Dot-Com Bubble: Back then, everyone also thought everything was fine. The internet was real. The companies were real. The index kept climbing, and people convinced themselves it would keep climbing for years. But the final stage of every bubble begins when prices become absurd and fear disappears. And prices right now are absurd again. The S&P 500 is printing new highs with barely any meaningful pullbacks. AI-related stocks are carrying the index. Capital is concentrated in a small group of companies. And retail confidence is once again moving into extreme territory. That is where we are now. People are not buying because the setup is cheap. They are buying because they believe the S&P 500 cannot fail. Remember: the market becomes most vulnerable when the majority stops seeing any risk. For the record: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

91,330 Aufrufe • vor 1 Monat

🚨 WARNING: THIS IPO WILL CRACK THE S&P 500 Apple IPO: under $2B. SpaceX IPO: nearly $2T. And people still think this is normal. Retail is being pulled into one of the most expensive IPOs in market history. Right as insiders sit on MASSIVE private ownership and future sell pressure. Fidelity minimized the investment barrier for everyone. Billions of retail cash are rushing in. Meanwhile, the cash to buy this hype has to come from somewhere. That means people are selling other assets to chase it: Retail selling. Institutions selling. Liquidity draining. One IPO doesn’t create new demand ➜ It pulls money out of everything else. Over the next few days, I’ll break down my full strategy for how I’m planning to profit from it. Follow me and turn notifications on. You don’t want to miss this.

🚨 WARNING: THIS IPO WILL CRACK THE S&P 500 Apple IPO: under $2B. SpaceX IPO: nearly $2T. And people still think this is normal. Retail is being pulled into one of the most expensive IPOs in market history. Right as insiders sit on MASSIVE private ownership and future sell pressure. Fidelity minimized the investment barrier for everyone. Billions of retail cash are rushing in. Meanwhile, the cash to buy this hype has to come from somewhere. That means people are selling other assets to chase it: Retail selling. Institutions selling. Liquidity draining. One IPO doesn’t create new demand ➜ It pulls money out of everything else. Over the next few days, I’ll break down my full strategy for how I’m planning to profit from it. Follow me and turn notifications on. You don’t want to miss this.

Rekt Fencer

83,348 Aufrufe • vor 1 Monat