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Bitcoin's 4-year cycle is NOT REAL!? Why Smart Money Is Getting Bullish On Crypto Timestamps: 0:22 - The case for $200k BTC 1:08 - #1 Biggest Mistake 1:22 - “4-year cycle not real” 3:54 - Adam Back: 200w MA is KEY! 5:07 - Tom Lee admits he was wrong... show more

Altcoin Daily

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70,759 views • 2 months ago •via X (Twitter)

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Altcoin Daily

31,286 views • 3 months ago

If you think the 4-year crypto cycle is real, then you should probably just sell everything now and set a reminder to buy back in October 2026. That's the logical conclusion if crypto truly follows a predictable calendar. Also, if 4 year cycle is right, altcoins are done! But if crypto is following the business cycle, then not even btc has had its real bull market yet. Intro 00:00 Fundamentals 1:30 But BTC had its bull market 2:25 Altcoins are done then… 5:00 The real bull market hasn't started 7:30

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Cantonese Cat 🐱🐈

58,990 views • 5 months ago

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27,638 views • 2 months ago

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16,381 views • 4 months ago

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I sat down with Matt Hougan, CIO of @BitwiseInvest, the firm managing $15 billion in crypto assets. He told me the 4-year cycle is self-fulfilling. That Bitcoin holders sold in anticipation of the crash and created it themselves. "You haven't seen anything yet. This is the pregame. The game hasn't started yet." Very pleased to have Matt on New Era Finance Podcast. TIMESTAMPS: 0:00 Introduction 0:38 Why Bitcoin really collapsed 5:16 Paper Bitcoin vs physical demand 7:44 Gold stole Bitcoin's spotlight 9:44 Why gold's rally is actually bullish for Bitcoin 11:40 The 4-year cycle is dead — here's the data 15:07 How institutions invest differently 15:55 Institutions are licking their chops 17:19 Why central banks bought gold (and will buy Bitcoin) 20:52 Stablecoins will onboard billions 24:47 What Trump actually delivered for crypto 28:55 The Genius Act: "You haven't seen anything yet" 30:13 Will the Clarity Act pass? 32:09 Quantum FUD is slowing institutions 36:59 Every AI scenario leads back to Bitcoin 41:03 What will drag us out of this crypto winter 44:30 Is the market undervaluing Ethereum? 47:43 The Mount Rushmore of crypto: BTC, ETH, SOL, LINK 51:14 Best advice for a 25-year-old investor 52:55 How to stay sane in a bear market

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190,693 views • 5 months ago

LIVE NOW - Tom Lee & Arthur Hayes: How Crypto Flips Wall Street This might be the most bullish Bankless episode ever. Thomas (Tom) Lee (not drummer) FundstratDirect.com & Arthur Hayes go on record: - BTC: $200–250k - ETH: $10–12k They unpack Bitmine (NYSE-BMNR) $ETH $BMNP’s ETH accumulation, tokenization, stablecoins, perps vs. leveraged ETFs, prediction markets vs. TradFi, and why banks are turning into on-chain tech companies. A must-listen. 🎧 -------------- TIMESTAMPS 0:00 Intro 0:42 BTC All Time Highs 5:07 ETH Performance & Bitmine 9:32 DATs Market 15:26 4-Year Cycles 25:32 5% Bitmine’s Target 28:00 Tom’s Involvement in Ethereum 32:42 ETH’s Position 38:37 Compute for Finance 40:53 Tether’s $500B Valuation 44:57 USDT Flips BTC? 46:35 Crypto Equities 48:26 Hacks & Exploits 50:39 Financial Entertainment 55:13 Perps 58:38 Price Targets 1:00:45 2026 Wish List 1:03:06 Closing & Disclaimers

LIVE NOW - Tom Lee & Arthur Hayes: How Crypto Flips Wall Street This might be the most bullish Bankless episode ever. Thomas (Tom) Lee (not drummer) FundstratDirect.com & Arthur Hayes go on record: - BTC: $200–250k - ETH: $10–12k They unpack Bitmine (NYSE-BMNR) $ETH $BMNP’s ETH accumulation, tokenization, stablecoins, perps vs. leveraged ETFs, prediction markets vs. TradFi, and why banks are turning into on-chain tech companies. A must-listen. 🎧 -------------- TIMESTAMPS 0:00 Intro 0:42 BTC All Time Highs 5:07 ETH Performance & Bitmine 9:32 DATs Market 15:26 4-Year Cycles 25:32 5% Bitmine’s Target 28:00 Tom’s Involvement in Ethereum 32:42 ETH’s Position 38:37 Compute for Finance 40:53 Tether’s $500B Valuation 44:57 USDT Flips BTC? 46:35 Crypto Equities 48:26 Hacks & Exploits 50:39 Financial Entertainment 55:13 Perps 58:38 Price Targets 1:00:45 2026 Wish List 1:03:06 Closing & Disclaimers

Bankless

178,370 views • 10 months ago

🎙️ New The Edge Podcast 🧘 Why This Ethereum Bull Remains Steadfast While Markets Panic 0:00 - Intro 3:04 - Leo’s background 4:18 - Why focus on Ethereum? 5:45 - When Ethereum was being attacked 9:46 - ETH is not a tech stock 18:02 - $80k ETH price target and how we get there 20:39 - The 4-year halving cycle is breaking 28:32 - Are we in a bear market or just a pullback? 34:52 - The CLARITY Act: Crypto's biggest catalyst 41:23 - Tokenization, the $100T opportunity 44:15 - Private blockchains are smoke and mirrors 52:22 - Vitalik's L2 tweet: What he actually meant 1:00:06 - Rapid fire: Flipping BTC, TVL, scaling 1:03:05 - When clarity passes, what happens? 1:04:06 - Signal the BTC 4-year cycle is broken 1:05:46 - When will ETH reach new highs? 1:06:26 - ETH hits $80K when TVL reaches $3T 1:07:13 - What could break Leo’s bull case? 1:09:44 - Closing 🙏 Thanks to Leo Lanza | Lanza.eth for joining us!

🎙️ New The Edge Podcast 🧘 Why This Ethereum Bull Remains Steadfast While Markets Panic 0:00 - Intro 3:04 - Leo’s background 4:18 - Why focus on Ethereum? 5:45 - When Ethereum was being attacked 9:46 - ETH is not a tech stock 18:02 - $80k ETH price target and how we get there 20:39 - The 4-year halving cycle is breaking 28:32 - Are we in a bear market or just a pullback? 34:52 - The CLARITY Act: Crypto's biggest catalyst 41:23 - Tokenization, the $100T opportunity 44:15 - Private blockchains are smoke and mirrors 52:22 - Vitalik's L2 tweet: What he actually meant 1:00:06 - Rapid fire: Flipping BTC, TVL, scaling 1:03:05 - When clarity passes, what happens? 1:04:06 - Signal the BTC 4-year cycle is broken 1:05:46 - When will ETH reach new highs? 1:06:26 - ETH hits $80K when TVL reaches $3T 1:07:13 - What could break Leo’s bull case? 1:09:44 - Closing 🙏 Thanks to Leo Lanza | Lanza.eth for joining us!

DeFi Dad ⟠ defidad.eth

36,295 views • 6 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 👇

🎙 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 Jethwani

20,842 views • 4 months ago

My full interview with Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) which he called one of his favorite convos ever! We spoke about his experience in emerging technologies, the crypto supercycle, his family and background and of course, Ethereum. Timestamps: 03:00 - Who is the real Tom Lee? 06:54 - Tom Lee’s first 100x trade 08:52 - Trading advice to young traders 10:48 - Is Crypto still a profitable trade? 16:00 - How did Fundstrat and the Tom Lee brand come to life? 22:07 - Crazy 90’s trading stories 26:20 - Tom’s “AHA” moment on Crypto 31:40 - Why Ethereum? 41:50 - Why being a Permabull makes you more money 49:28 - Tom’s wildest ETH price call 52:45 - The “glitch” of 10/10 and ETH bottom call 56:16 - Thoughts on Digital Asset Treasuries and Saylor’s Strategy 1:03:32 - How are you feeling about 2026? 1:06:15 - Thoughts on Prediction Markets

Farokh

419,521 views • 8 months ago

Tom Lee claims that when the correction in 1) Memory Chip Companies 2) AI Stocks 3) S&P 500 / Nasdaq-100 Is over… That we will hit MUCH MUCH HIGHER NEW ALL TIME HIGHS! Bullish for ETFs: 1) $DRAM 2) $SMH 3) $QQQM 4) $VOO 5) $SPMO 6) $XLK 7) $CHAT 8) $AIS 9) $AIPO 10) $SOXX Bullish for Stocks: 1) Micron $MU 2) Sandisk $SNDK 3) NVIDIA $NVDA 4) AMD $AMD 5) Lam Research $LRCX 6) Google $GOOG 7) Marvell $MRVL 8) TSMC $TSM 9) Broadcom $AVGO 10) Nebius $NBIS

Tom Lee claims that when the correction in 1) Memory Chip Companies 2) AI Stocks 3) S&P 500 / Nasdaq-100 Is over… That we will hit MUCH MUCH HIGHER NEW ALL TIME HIGHS! Bullish for ETFs: 1) $DRAM 2) $SMH 3) $QQQM 4) $VOO 5) $SPMO 6) $XLK 7) $CHAT 8) $AIS 9) $AIPO 10) $SOXX Bullish for Stocks: 1) Micron $MU 2) Sandisk $SNDK 3) NVIDIA $NVDA 4) AMD $AMD 5) Lam Research $LRCX 6) Google $GOOG 7) Marvell $MRVL 8) TSMC $TSM 9) Broadcom $AVGO 10) Nebius $NBIS

Marcos Milla

106,268 views • 1 month ago