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"Bitcoin's probably going towards 10,000, and we need to get MicroStrategy Saylor stopped out. There's only one thing that matters for him right now, Bitcoin has to go up" Mike McGlone on why crypto is in a severe bear market that's just getting started "Cryptos are in a severe,...

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The Wolf Of All Streets

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171,087 просмотров • 3 месяцев назад •via X (Twitter)

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Комментарии: 34

Фото профиля bob saget
bob saget3 месяцев назад

Yea... I will not watch a show with him. I can't do it. Reading this was difficult enough.

Фото профиля Mike
Mike3 месяцев назад

This bs from mcglone is EXACTY why i left macro monday. When the time to apologize comes, he will make it like its no big deal, say he was wrong and move on. All the while crushing people on the way..talk about someone not seeing "the forest thru the trees" he just hurts the show and your audiance now. But whatever, I simply don't care what he thinks anymore...this 10K B.S. did me in for macro monday. Daves gonna lose his shit one of these days....lol

Фото профиля Tyler Div | BitcoinCurate
Tyler Div | BitcoinCurate3 месяцев назад

McGlone still keeps saying cryptos have "unlimited supply" while not EVER saying Bitcoin's supply is capped. He also says stablecoins compete with Bitcoin which is the most asanine thing I've ever heard from an analyst. Every single week he LIES about Bitcoin , but you keep having him on your show. @dmweisberger you guys should be ashamed to sit around and let McGlone continue to LIE about BTC on a consistent basis.

Фото профиля The 20 Delta Guy
The 20 Delta Guy3 месяцев назад

McGlone just cannot stop lumping in Bitcoin with "other cryptos." It's a tired, ignorant take. He's smart enough to know there's a difference or at least he should be.

Фото профиля Harry Beckwith
Harry Beckwith3 месяцев назад

Mike has become Ms. Cleo for financial markets.

Фото профиля SatoshEh
SatoshEh3 месяцев назад

I stopped watching Scott entirely because I can’t stand McGlone. I started to avoid macro Monday specifically and then just never bothered watching any of the shows.

Фото профиля DaddyRist_WSB
DaddyRist_WSB3 месяцев назад

gyatt, mcglone wants saylor stopped out at 10k, mans been perma bear the whole run and the only thing getting purged here is his own track record

Фото профиля The Wolf Of All Streets
The Wolf Of All Streets3 месяцев назад

FT @mikemcglone11

Фото профиля Another Name
Another Name3 месяцев назад

I’ve been asking myself this question this whole time but nobody else seems to worry about it. It’s tech. Why does everyone think it’s the last “good” currency technology we’ll ever come up with? Or why doesn’t that matter? Its never sat right with me

Фото профиля BitKane
BitKane3 месяцев назад

Crypto is in a bear market because Polymarket and Kalshi found better product market fits: gambling without the enormous hack vector.

Фото профиля Brooklyn
Brooklyn3 месяцев назад

He should be discredited just because he says "cryptos".

Фото профиля Wallace George
Wallace George3 месяцев назад

McGlone has been saying the bear market is just getting started for so long now. It’s good to have a contrary opinion but it’s just the same comments every week. That’s his conviction though but he’s been wrong for a while IMO

Фото профиля Mike Johnson
Mike Johnson3 месяцев назад

this show has lost credibility..... hyperbolic narratives....

Фото профиля HedgeF
HedgeF3 месяцев назад

🤡

Фото профиля Bryan Stacks ₿🧡
Bryan Stacks ₿🧡3 месяцев назад

If this McClown character keeps you from buying Bitcoin, then you were never meant to own cheap sats. To everyone else keep stacking sats and laugh at these fiat psyops 😂

Фото профиля Brent
Brent3 месяцев назад

the first 12 times McGlone n your crew had a barney was kind interesting listening It is a bit dull 45 times in, i respect his right to a view and maybe he'll be right...however his failure to learn diff between bitcoin v crypto blows my mind

Фото профиля Johnny Utah
Johnny Utah3 месяцев назад

Sigh…. This is why he has no cred. The number one thing is rapidly advancing technology, which is bearish because there's an unlimited supply of cryptos

Фото профиля JonnyB
JonnyB3 месяцев назад

I no longer listen to your monday show because you continue to give a platform to mike mcglone. Having different takes is one thing, but platforming someone on a crypto show, when they lack even basic understanding of bitcoin, is nonsensical.

Фото профиля Leland
Leland3 месяцев назад

If BTC goes to 10k im buying dozens

Фото профиля jt4
jt43 месяцев назад

When I see this guy on your show I immediately shut it off. Why?

Фото профиля J Mackay
J Mackay3 месяцев назад

@mikemcglone11 was an oil bear throughout covid when it was the world's best long. He called for a deflationary recession since like 2022. He called for US stock market crashes for years and called to be long treasuries. Maybe stop quoting people who are constantly wrong.

Фото профиля Trading Cartel
Trading Cartel3 месяцев назад

$10K Bitcoin. McGlone has said this since BTC was at $20K. He was wrong then. Strategy selling $216M gives him his best argument yet. Being early and being right aren't the same thing in markets.

Фото профиля VAKT
VAKT3 месяцев назад

bear market now ? how can people follow u ?

Фото профиля Avy
Avy3 месяцев назад

Mike McGlone was right all along. Bitcoins is going to 10k.

Фото профиля Brian D Nibley
Brian D Nibley3 месяцев назад

So sick of this type of ragebait content.

Фото профиля Vik London
Vik London3 месяцев назад

Silly billy. Bitcoin is not 'a crypto' and nobody cares how many sh!tcoins there are. Let them make a million more, BTC will always be the First mover and the scarce asset!

Фото профиля uhonyn
uhonyn3 месяцев назад

I have been listening Mike for the last 3 years, always talking about 10k for one reason or the other, clearly this time is not about Saylor but his pride to not accept to be wrong

Фото профиля Edison Thrustwell
Edison Thrustwell3 месяцев назад

Why do you platform idiots?

Фото профиля Ryan Visconti
Ryan Visconti3 месяцев назад

Scott, I stopped watching any of your shows with @mikemcglone11. He’s unbearable.

Фото профиля WOLFOFSTOLLINGS
WOLFOFSTOLLINGS3 месяцев назад

Clown 🤡

Фото профиля CryptoSensei
CryptoSensei3 месяцев назад

Bold prediction. Markets have a way of humbling consensus, in both directions.

Фото профиля Mujtaba Ali 🇨🇦🇮🇳
Mujtaba Ali 🇨🇦🇮🇳3 месяцев назад

Lol... its so Idiotic to discuss on Saylor Selling BTC Strategy now holds: 843,775 BTC Sold 3,588 BTC That's approximately - 0.42% of its Bitcoin holdings. In other words - They still own 99.58% of their Bitcoin.

Фото профиля dogsaid₿
dogsaid₿3 месяцев назад

Mike is a clown

Фото профиля Nihat Yıldırım
Nihat Yıldırım3 месяцев назад

Saylor hiç bir şey bilmiyor,saylor şirketinde analist almıyor saylor grafik bilmiyor saylor şansa zengin olmuş saf saf btc alıyor ,ama bir tek bu ruh hastası fenomen denen aşşağalık lar btc nin düşeceğimi biliyorlar.siz bir gerizekalısınız komiksiniz gerçekten

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The Wolf Of All Streets

30,121 просмотров • 1 месяц назад

Chamath and Larry Summers Debate the Market Reaction to Trump's Tariffs Lawrence H. Summers: "If this is such a terrific thing, why do markets think it's so terrible for the American economy?" "Maybe the market's just completely wrong ... but the job of markets is to look forward." "It's to look passed the immediate." "It's to see what the long run consequences are going to be." "And markets are making a pretty devastatingly negative judgment on this step." Chamath Palihapitiya: " Larry, that's not true." " So let's just establish a couple facts about 'the markets.'" "Number one, there are two markets and they behave totally differently, and sometimes inversely to each other." "There's the stock market and there's the bond market." 1) Stocks: mean reversion "With respect to the stock market, what they are debating, and you're right Larry, is what is the effective long-term rate of return a dollar needs to generate in order to pay me back that dollar?" "That is what the fundamental stock market does." "And what we've seen for many years with trade imbalances, trade deficits, and close-to-zero interest rates, of which more of that happened under Democrats than Republicans, we have allowed the stock market to inflate past historical averages." " What we've actually seen happen in the last week is what most people would call mean reversion." "The stock market is still way above where it was last year, two years ago, three years ago." "What has happened is that the forward multiples have compressed. So that's number one. That's a fact." 2) Bonds: it's possible a major trade blew up "And then with respect to bonds, what we are seeing now is there are two very complicated issues." "In the last two days, we saw one part of the bond market totally get out of whack." "And what we know is that the yields changed materially in a very acute way, which is atypical of how the bond market typically digests a philosophical change in approach to policy." " What we heard in the last 24 hours is a lot of this move may have been attributed to an enormous levered bet on US treasuries by a Japanese hedge fund." " It will take three, and four, and five, and six weeks for us to really know." 3) Private credit: something to watch closely " Separately, what we do know, though, where the structural complexity of the market — and this is where, Larry, I agree with you — is acute and important to observe is in the credit markets for private companies." "And that is where you have to pay a lot of attention."
2:18

Chamath and Larry Summers Debate the Market Reaction to Trump's Tariffs Lawrence H. Summers: "If this is such a terrific thing, why do markets think it's so terrible for the American economy?" "Maybe the market's just completely wrong ... but the job of markets is to look forward." "It's to look passed the immediate." "It's to see what the long run consequences are going to be." "And markets are making a pretty devastatingly negative judgment on this step." Chamath Palihapitiya: " Larry, that's not true." " So let's just establish a couple facts about 'the markets.'" "Number one, there are two markets and they behave totally differently, and sometimes inversely to each other." "There's the stock market and there's the bond market." 1) Stocks: mean reversion "With respect to the stock market, what they are debating, and you're right Larry, is what is the effective long-term rate of return a dollar needs to generate in order to pay me back that dollar?" "That is what the fundamental stock market does." "And what we've seen for many years with trade imbalances, trade deficits, and close-to-zero interest rates, of which more of that happened under Democrats than Republicans, we have allowed the stock market to inflate past historical averages." " What we've actually seen happen in the last week is what most people would call mean reversion." "The stock market is still way above where it was last year, two years ago, three years ago." "What has happened is that the forward multiples have compressed. So that's number one. That's a fact." 2) Bonds: it's possible a major trade blew up "And then with respect to bonds, what we are seeing now is there are two very complicated issues." "In the last two days, we saw one part of the bond market totally get out of whack." "And what we know is that the yields changed materially in a very acute way, which is atypical of how the bond market typically digests a philosophical change in approach to policy." " What we heard in the last 24 hours is a lot of this move may have been attributed to an enormous levered bet on US treasuries by a Japanese hedge fund." " It will take three, and four, and five, and six weeks for us to really know." 3) Private credit: something to watch closely " Separately, what we do know, though, where the structural complexity of the market — and this is where, Larry, I agree with you — is acute and important to observe is in the credit markets for private companies." "And that is where you have to pay a lot of attention."

The All-In Podcast

98,290 просмотров • 1 год назад

Mike says energy has broken the bond market, we're all stock puppets now, and if stocks stay high, the Fed keeps tightening "Europe is actually much more dependent on diesel than the US. Having lived in Europe for a year, that was in another life. But 55 to 60% of passenger car vehicles are diesel. And now that's really changed since Dieselgate in 2015 in Europe, but that's going down." "In the US, it's much less. We're 20% diesel dependent. They're 55% diesel dependent, and they're a major net importer. The US uses a little less than 4 million gallons of diesel today. We produce over 5. We're a net exporter. So that's where the problem is." "But everything you're seeing from Trump right now is almost everything is desperate delusion. The $5,000 check if Republicans win. And now there's a potential deal with Russia. I mean, they would be exporting if they could, but they really can't, because Ukraine's hitting them hard. And what did Mr. Trump do? He opened the beehive. He hit one of Russia's major allies. Boom, here we are." "But this is part of the whole thing, the point I pointed out, is the energy market has broken the bond market. And we have things like, crypto's going down. Even precious metals have peaked and are going down. Only thing left is the stock market." "So right now, the way I look at it, we're all stock puppets. And if stock markets stay high, the Fed keeps tightening, unfortunately, because it's the number one source of inflation."
1:31

Mike says energy has broken the bond market, we're all stock puppets now, and if stocks stay high, the Fed keeps tightening "Europe is actually much more dependent on diesel than the US. Having lived in Europe for a year, that was in another life. But 55 to 60% of passenger car vehicles are diesel. And now that's really changed since Dieselgate in 2015 in Europe, but that's going down." "In the US, it's much less. We're 20% diesel dependent. They're 55% diesel dependent, and they're a major net importer. The US uses a little less than 4 million gallons of diesel today. We produce over 5. We're a net exporter. So that's where the problem is." "But everything you're seeing from Trump right now is almost everything is desperate delusion. The $5,000 check if Republicans win. And now there's a potential deal with Russia. I mean, they would be exporting if they could, but they really can't, because Ukraine's hitting them hard. And what did Mr. Trump do? He opened the beehive. He hit one of Russia's major allies. Boom, here we are." "But this is part of the whole thing, the point I pointed out, is the energy market has broken the bond market. And we have things like, crypto's going down. Even precious metals have peaked and are going down. Only thing left is the stock market." "So right now, the way I look at it, we're all stock puppets. And if stock markets stay high, the Fed keeps tightening, unfortunately, because it's the number one source of inflation."

The Wolf Of All Streets

19,783 просмотров • 22 часов назад

TCG Outpost warns the Pokémon market is entering dangerous territory “The Pokemon high-end market has gotten to a level that is just like the numbers don't even make any sense anymore” “Things going for over $100,000 has become the norm. Like if we're talking, oh, it's only $10,000 or it's only $5,000 now. We are in a territory that is starting to get pretty scary” “When it comes to specifically vintage high-end Pokemon, I would be very afraid touching that market right now because like everything is baseline $5,000 right now” “Anything that was a couple hundred like $600 is at $3,500 to $8,000 right now just because it's vintage Pokemon”
0:47

TCG Outpost warns the Pokémon market is entering dangerous territory “The Pokemon high-end market has gotten to a level that is just like the numbers don't even make any sense anymore” “Things going for over $100,000 has become the norm. Like if we're talking, oh, it's only $10,000 or it's only $5,000 now. We are in a territory that is starting to get pretty scary” “When it comes to specifically vintage high-end Pokemon, I would be very afraid touching that market right now because like everything is baseline $5,000 right now” “Anything that was a couple hundred like $600 is at $3,500 to $8,000 right now just because it's vintage Pokemon”

Jack

35,013 просмотров • 4 месяцев назад

"Bitcoin is a narrative. It will always be a narrative. And that's its moat." Jordi Visser (Jordi Visser) on why Bitcoin survives every bear market and what's actually holding it back right now: "It has a moat because belief is harder than fundamentals. Fundamentals come and go. Belief systems don't." "It's survived many, many bear markets. It's in the stage of long-term acceptance now." "The problem is simple: it needs money. And right now the money is going somewhere else." Translation: Bitcoin's strength isn't a cash flow or a fundamental you can model, it's belief, and belief is harder to kill than any balance sheet. That's why it keeps surviving. But belief doesn't move price on its own. It needs capital flowing in, and in a market where AI is absorbing every available dollar, that's the one thing Bitcoin isn't getting yet. Belief keeps it alive. Money makes it move. Which one are you betting shows up first? Jordi Visser: BTC is a narrative, it will always be a narrative. Its in the stage of a long term acceptance, the problem is, it needs money.
3:01

"Bitcoin is a narrative. It will always be a narrative. And that's its moat." Jordi Visser (Jordi Visser) on why Bitcoin survives every bear market and what's actually holding it back right now: "It has a moat because belief is harder than fundamentals. Fundamentals come and go. Belief systems don't." "It's survived many, many bear markets. It's in the stage of long-term acceptance now." "The problem is simple: it needs money. And right now the money is going somewhere else." Translation: Bitcoin's strength isn't a cash flow or a fundamental you can model, it's belief, and belief is harder to kill than any balance sheet. That's why it keeps surviving. But belief doesn't move price on its own. It needs capital flowing in, and in a market where AI is absorbing every available dollar, that's the one thing Bitcoin isn't getting yet. Belief keeps it alive. Money makes it move. Which one are you betting shows up first? Jordi Visser: BTC is a narrative, it will always be a narrative. Its in the stage of a long term acceptance, the problem is, it needs money.

Michaël van de Poppe

35,125 просмотров • 3 месяцев назад