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Bitcoin’s relative strength at 17 signals extreme weakness, pacing for its worst week since November 2020. Context matters: - BTC has traded in line with risk assets this year. - The IGV software index is down 21%, with many software stocks off 30–40%. - Locally, Bitcoin looks oversold. Cosmo... show more

Pantera Capital

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13,912 просмотров • 5 месяцев назад •via X (Twitter)

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"Bitcoin is oversold. It's been artificially lumped in with software stocks for no good reason." Lyn Alden (Lyn Alden) on why the crash hit Bitcoin harder than it should have: "The washout from the Treasury company mNAVs was painful. The quantum FUD had to be explored. The four-year cycle had to be tested. But I think the majority of the pain is behind us." "Gold went from undervalued to fairly valued fast, the market rightsized it. It's not a bubble, but it's somewhat euphoric right now." "Sentiment on Bitcoin is unfairly negative, to say the least." "Gun to my head, if I had to bet Bitcoin or gold over the next two to three years, I'd bet Bitcoin. I own both. I've always owned both. But if I had to pick, it's Bitcoin." Translation: the crash lumped Bitcoin in with the AI software selloff it has nothing to do with. Gold ran its move and is now near fair value. Bitcoin got sold on sentiment, not fundamentals, which is exactly the setup that reverses when risk appetite returns.

"Bitcoin is oversold. It's been artificially lumped in with software stocks for no good reason." Lyn Alden (Lyn Alden) on why the crash hit Bitcoin harder than it should have: "The washout from the Treasury company mNAVs was painful. The quantum FUD had to be explored. The four-year cycle had to be tested. But I think the majority of the pain is behind us." "Gold went from undervalued to fairly valued fast, the market rightsized it. It's not a bubble, but it's somewhat euphoric right now." "Sentiment on Bitcoin is unfairly negative, to say the least." "Gun to my head, if I had to bet Bitcoin or gold over the next two to three years, I'd bet Bitcoin. I own both. I've always owned both. But if I had to pick, it's Bitcoin." Translation: the crash lumped Bitcoin in with the AI software selloff it has nothing to do with. Gold ran its move and is now near fair value. Bitcoin got sold on sentiment, not fundamentals, which is exactly the setup that reverses when risk appetite returns.

Michaël van de Poppe

127,417 просмотров • 1 месяц назад

I sat down with Jordi Visser to discuss why bitcoin is selling off, why software multiples are compressing, and how capital is shifting toward scarce, physical assets. We cover data centers, AI, energy, and semiconductors, plus insights on Elon Musk, Tesla, SpaceX, and what it all means for markets. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 – Intro 0:50 – Why is bitcoin crashing? 3:01 – The big crypto utility shift & why software multiples are collapsing 10:55 – The rotation: hardware/commodities outperforming software 17:14 – How AI agents disrupt legacy enterprise software 33:51 – Jordi’s “turbulence model” & what it’s signaling in markets 40:34 – Tesla/Elon: bull case, risks, & the path to $10T 50:25 – Should Elon merge Tesla + SpaceX + xAI + X? 53:22 – Wrap & what Jordi is publishing next

I sat down with Jordi Visser to discuss why bitcoin is selling off, why software multiples are compressing, and how capital is shifting toward scarce, physical assets. We cover data centers, AI, energy, and semiconductors, plus insights on Elon Musk, Tesla, SpaceX, and what it all means for markets. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 – Intro 0:50 – Why is bitcoin crashing? 3:01 – The big crypto utility shift & why software multiples are collapsing 10:55 – The rotation: hardware/commodities outperforming software 17:14 – How AI agents disrupt legacy enterprise software 33:51 – Jordi’s “turbulence model” & what it’s signaling in markets 40:34 – Tesla/Elon: bull case, risks, & the path to $10T 50:25 – Should Elon merge Tesla + SpaceX + xAI + X? 53:22 – Wrap & what Jordi is publishing next

Anthony Pompliano 🌪

44,334 просмотров • 5 месяцев назад

Doesn't matter if you think bottom is in or we are 3 months from bottom, crypto is looking awesome! Today's CPI print was the biggest monthly drop since May 2020. The disinflation narrative I've been talking about for weeks is now showing up. So watch how fast the headlines start flipping. ETH/BTC is also breaking out today. This is the chart that kicks off the altcoin market. Bitcoin sitting at the 200-week MA with full momentum reset. Whether the bottom is in now or in October, this window took years to get to. Position and prepare based on your risk tolerance. Intro 00:00 Is the bottom in? 1:35 Inflation falls 3:50 Is BTC looking this bad? 5:35 Altcoin bottom signals 10:45 ETH/BTC breakout 13:25

Doesn't matter if you think bottom is in or we are 3 months from bottom, crypto is looking awesome! Today's CPI print was the biggest monthly drop since May 2020. The disinflation narrative I've been talking about for weeks is now showing up. So watch how fast the headlines start flipping. ETH/BTC is also breaking out today. This is the chart that kicks off the altcoin market. Bitcoin sitting at the 200-week MA with full momentum reset. Whether the bottom is in now or in October, this window took years to get to. Position and prepare based on your risk tolerance. Intro 00:00 Is the bottom in? 1:35 Inflation falls 3:50 Is BTC looking this bad? 5:35 Altcoin bottom signals 10:45 ETH/BTC breakout 13:25

Dan Gambardello

24,094 просмотров • 5 дней назад

Gold since April 2025: +60% Bitcoin since April 2025: -30% Gold since its January high: still near all-time highs. Bitcoin since its October high: -48%. 5 consecutive red months for Bitcoin. A 0.55 correlation with the S&P 500 as of March 1st. And people still call it "digital gold." Let me explain why that framing will cost you money: When the Middle East escalated, gold surged above $5,300. Bitcoin dropped. When equities sold off, gold held. Bitcoin sold with them. When uncertainty spiked, gold hit all-time highs. Bitcoin bled. This isn't an accident. It's the nature of WHAT these assets actually are. Gold is an asset that isn't somebody else's liability. It's not correlated with the general level of risk assets. It doesn't shift identities depending on what the market needs it to be that week. Bitcoin does. Sometimes it's digital gold. Sometimes it's correlated to NASDAQ. Sometimes it follows the dollar. Sometimes it follows liquidity. It depends on whatever narrative is convenient at the time. And narrative always follows price. That's the way it works. When Bitcoin was ripping to $126,000 in October, everyone called it a store of value. Now that it's trading at $66,000 with 5 red months, NOBODY talks about the digital gold thesis anymore. Gold doesn't have that problem. Central banks bought 863 tonnes of gold in 2025. Accumulating at the fastest pace in decades. China is buying like crazy for months. Nobody's buying Bitcoin for their sovereign reserves. Nobody's rewriting the gold thesis every quarter. I said this on back in April last year when Bitcoin was reclaiming $90,000 and everyone wanted me to be bullish on crypto: "If NASDAQ takes a header, if risk assets take another leg down, you want to bet Bitcoin goes up or down? I'd vote down." NASDAQ took a header. Risk assets took a leg down. Bitcoin went down. Gold went up. It's not complicated. Gold is insurance against irresponsible policies from central bankers and government officials. It protects you against the falling dollar. It's been doing this for 5,000 years. Bitcoin is a speculative instrument that acts like protection only when everything else is going up too. And in the environment we're heading into (geopolitical risk at generational highs, the dollar under pressure, central banks still buying, the Fed boxed in on rates) you want the real thing. Not the imitation. GOLD SURVIVED EMPIRES BITCOIN SURVIVED TWITTER

Gold since April 2025: +60% Bitcoin since April 2025: -30% Gold since its January high: still near all-time highs. Bitcoin since its October high: -48%. 5 consecutive red months for Bitcoin. A 0.55 correlation with the S&P 500 as of March 1st. And people still call it "digital gold." Let me explain why that framing will cost you money: When the Middle East escalated, gold surged above $5,300. Bitcoin dropped. When equities sold off, gold held. Bitcoin sold with them. When uncertainty spiked, gold hit all-time highs. Bitcoin bled. This isn't an accident. It's the nature of WHAT these assets actually are. Gold is an asset that isn't somebody else's liability. It's not correlated with the general level of risk assets. It doesn't shift identities depending on what the market needs it to be that week. Bitcoin does. Sometimes it's digital gold. Sometimes it's correlated to NASDAQ. Sometimes it follows the dollar. Sometimes it follows liquidity. It depends on whatever narrative is convenient at the time. And narrative always follows price. That's the way it works. When Bitcoin was ripping to $126,000 in October, everyone called it a store of value. Now that it's trading at $66,000 with 5 red months, NOBODY talks about the digital gold thesis anymore. Gold doesn't have that problem. Central banks bought 863 tonnes of gold in 2025. Accumulating at the fastest pace in decades. China is buying like crazy for months. Nobody's buying Bitcoin for their sovereign reserves. Nobody's rewriting the gold thesis every quarter. I said this on back in April last year when Bitcoin was reclaiming $90,000 and everyone wanted me to be bullish on crypto: "If NASDAQ takes a header, if risk assets take another leg down, you want to bet Bitcoin goes up or down? I'd vote down." NASDAQ took a header. Risk assets took a leg down. Bitcoin went down. Gold went up. It's not complicated. Gold is insurance against irresponsible policies from central bankers and government officials. It protects you against the falling dollar. It's been doing this for 5,000 years. Bitcoin is a speculative instrument that acts like protection only when everything else is going up too. And in the environment we're heading into (geopolitical risk at generational highs, the dollar under pressure, central banks still buying, the Fed boxed in on rates) you want the real thing. Not the imitation. GOLD SURVIVED EMPIRES BITCOIN SURVIVED TWITTER

George Noble

11,852 просмотров • 4 месяцев назад

POMP BREAKS DOWN WHAT’S REALLY HAPPENING WITH BITCOIN Bitcoin didn’t “break.” It rotated. Here’s the play-by-play: From believers to institutions: $BTC is moving from hardcore retail and early adopters to Wall Street essentially its IPO phase. Volatility has dropped from ~80 to ~40, exactly what large institutions want: predictable, tradable risk. Deflation risk overlooked: AI and tariffs are exerting deflationary pressure, and realtime data (Trueflation) shows <1.5%, far below the 2.7% headline. That’s rate-cut territory, supportive for risk assets like Bitcoin. Less global chaos matters: As uncertainty fades, Bitcoin pauses not because it’s weak, but because ownership is changing hands before the next leg up. This isn’t a dip. It’s a structural rotation preparing the market for the next big move. Bitcoin is quietly transitioning from speculative playground to institutional infrastructure.

POMP BREAKS DOWN WHAT’S REALLY HAPPENING WITH BITCOIN Bitcoin didn’t “break.” It rotated. Here’s the play-by-play: From believers to institutions: $BTC is moving from hardcore retail and early adopters to Wall Street essentially its IPO phase. Volatility has dropped from ~80 to ~40, exactly what large institutions want: predictable, tradable risk. Deflation risk overlooked: AI and tariffs are exerting deflationary pressure, and realtime data (Trueflation) shows <1.5%, far below the 2.7% headline. That’s rate-cut territory, supportive for risk assets like Bitcoin. Less global chaos matters: As uncertainty fades, Bitcoin pauses not because it’s weak, but because ownership is changing hands before the next leg up. This isn’t a dip. It’s a structural rotation preparing the market for the next big move. Bitcoin is quietly transitioning from speculative playground to institutional infrastructure.

Crypto Tice

232,232 просмотров • 5 месяцев назад

I sat down with Mel Mattison to discuss why he believes bitcoin is quietly building a strong base for its next move higher. We also cover the key macro forces shaping markets, including Fed policy, the Supreme Court’s tariff decision, the sustainability of the AI boom, and rising geopolitical tensions. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 – Intro 1:17 – How Mel views uncertainty in markets today 3:18 – Government shutdown & Supreme Court tariffs impact 6:55 – What could actually cause a bear market 9:20 – Why Mel is bullish on bitcoin’s base at $100K 13:02 - What would make Mel turn bearish on bitcoin 16:39 – Three negative market signals in stocks 21:10 - Has bitcoin’s 4-year cycle changed? 26:22 – White House Asset Management and US industrial policy 29:26 – Any concern around US – Venezuela tensions?

I sat down with Mel Mattison to discuss why he believes bitcoin is quietly building a strong base for its next move higher. We also cover the key macro forces shaping markets, including Fed policy, the Supreme Court’s tariff decision, the sustainability of the AI boom, and rising geopolitical tensions. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 – Intro 1:17 – How Mel views uncertainty in markets today 3:18 – Government shutdown & Supreme Court tariffs impact 6:55 – What could actually cause a bear market 9:20 – Why Mel is bullish on bitcoin’s base at $100K 13:02 - What would make Mel turn bearish on bitcoin 16:39 – Three negative market signals in stocks 21:10 - Has bitcoin’s 4-year cycle changed? 26:22 – White House Asset Management and US industrial policy 29:26 – Any concern around US – Venezuela tensions?

Anthony Pompliano 🌪

37,937 просмотров • 8 месяцев назад

1/ Systems of record are the backbone of so many businesses–especially when they store valuable customer and prospect data (Salesforce does $35B a year in top line!). But AI is flipping the sales cycle on its head, redefining what it means to sell. CRMs and other sales tools can now have much more context, and context is what human beings use to make decisions. Joe Schmidt IV and I break down what this means for the future of sales and software.

1/ Systems of record are the backbone of so many businesses–especially when they store valuable customer and prospect data (Salesforce does $35B a year in top line!). But AI is flipping the sales cycle on its head, redefining what it means to sell. CRMs and other sales tools can now have much more context, and context is what human beings use to make decisions. Joe Schmidt IV and I break down what this means for the future of sales and software.

Marc Andrusko

116,855 просмотров • 1 год назад

i took a trip to the PlanetScale office last week to chat with Sam Lambert about a couple of under-discussed topics: - AI (heard it's a big deal) - Anxiety - Are software engineers screwed? i have a feeling this MOTS extra will calm a lot of people down 01:07 - Databases and reliability in the AI era 05:20 - Crashing out online 07:00 - AI’s contribution to software slop 09:25 - Custom software 11:03 - Software engineer midwit curve 14:52 - Is AI making engineers dumber? 17:30 - AI is just another abstraction 18:28 - Sam’s advice to engineers feeling anxious 21:40 - Hiring bloat and ZIRP hangover 23:58 - You want more of the right engineers using AI

i took a trip to the PlanetScale office last week to chat with Sam Lambert about a couple of under-discussed topics: - AI (heard it's a big deal) - Anxiety - Are software engineers screwed? i have a feeling this MOTS extra will calm a lot of people down 01:07 - Databases and reliability in the AI era 05:20 - Crashing out online 07:00 - AI’s contribution to software slop 09:25 - Custom software 11:03 - Software engineer midwit curve 14:52 - Is AI making engineers dumber? 17:30 - AI is just another abstraction 18:28 - Sam’s advice to engineers feeling anxious 21:40 - Hiring bloat and ZIRP hangover 23:58 - You want more of the right engineers using AI

atlas

27,964 просмотров • 4 месяцев назад

Bitcoin just hit $ 61K. My altcoin portfolio barely moved. That's not normal. In a typical Bitcoin drawdown, altcoins fall twice as hard. This time the opposite is happening and it might be the most important shift in this market. In this video I break down what's actually going on: – Bitcoin sits on the 200-week moving average at $ 61K. The same level that marked the bottom in 2013, 2015, 2018 and 2020. The daily RSI is near 19, the lowest since COVID, the Aug 2023 crash and the Feb 2026 crash. Every prior time, price was higher within months. – The trigger was Strategy's first Bitcoin sale in over three years, 32 BTC to fund its STRC dividend. Economically tiny. Symbolically heavy. The market reacted to the narrative break, not the size. – But here's what matters: Bitcoin dominance is falling. Altcoins are holding, some are up triple digits while BTC bleeds. The correlation is breaking. – I added my final $4,000 into EigenLayer during the correction. Fully allocated, buying into strength, not weakness. We might not be in a Bitcoin bull market. We might already be in an altcoin one. Full breakdown 👇

Bitcoin just hit $ 61K. My altcoin portfolio barely moved. That's not normal. In a typical Bitcoin drawdown, altcoins fall twice as hard. This time the opposite is happening and it might be the most important shift in this market. In this video I break down what's actually going on: – Bitcoin sits on the 200-week moving average at $ 61K. The same level that marked the bottom in 2013, 2015, 2018 and 2020. The daily RSI is near 19, the lowest since COVID, the Aug 2023 crash and the Feb 2026 crash. Every prior time, price was higher within months. – The trigger was Strategy's first Bitcoin sale in over three years, 32 BTC to fund its STRC dividend. Economically tiny. Symbolically heavy. The market reacted to the narrative break, not the size. – But here's what matters: Bitcoin dominance is falling. Altcoins are holding, some are up triple digits while BTC bleeds. The correlation is breaking. – I added my final $4,000 into EigenLayer during the correction. Fully allocated, buying into strength, not weakness. We might not be in a Bitcoin bull market. We might already be in an altcoin one. Full breakdown 👇

Michaël van de Poppe

36,858 просмотров • 1 месяц назад

I sat down with Jordi Visser this week to discuss the recent sell-off in asset prices, including why the absence of a clear catalyst matters, how it may change the way you think about your portfolio, and where Jordi believes capital could rotate over the next 12–16 months. We also dig into Bitcoin’s lackluster performance, whether investors should be worried, and how to interpret the current market environment. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:55 - Why assets are selling off with no clear catalyst 7:21 - Will markets stabilize into year-end? 9:30 - The CoreWeave bottleneck & AI infrastructure limits 11:43 - The next big theme: AI + pharmaceuticals 17:59 - Innovation waves: humanoids, pharma, bitcoin 24:10 - Bitcoin sentiment, distribution & long-term thesis 37:38 - Jordi’s winners through 2026

I sat down with Jordi Visser this week to discuss the recent sell-off in asset prices, including why the absence of a clear catalyst matters, how it may change the way you think about your portfolio, and where Jordi believes capital could rotate over the next 12–16 months. We also dig into Bitcoin’s lackluster performance, whether investors should be worried, and how to interpret the current market environment. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:55 - Why assets are selling off with no clear catalyst 7:21 - Will markets stabilize into year-end? 9:30 - The CoreWeave bottleneck & AI infrastructure limits 11:43 - The next big theme: AI + pharmaceuticals 17:59 - Innovation waves: humanoids, pharma, bitcoin 24:10 - Bitcoin sentiment, distribution & long-term thesis 37:38 - Jordi’s winners through 2026

Anthony Pompliano 🌪

170,737 просмотров • 8 месяцев назад

🔥HOW I AM GOING TO GET FILTHY RICH WITH METAPLANET🔥 Metaplanet is trading like Wall Street found a Bitcoin vault, looked inside, saw 40,000+ BTC, checked the EV mNAV, saw it under 1x, and said... “Interesting, but have you considered buying a software company at 900 times earnings?” In this video, I break down why I think Metaplanet could be one of the most mispriced Bitcoin treasury plays on Earth. We’re talking: Bitcoin exposure at a discount Metaplanet’s BTC accumulation strategy Why the prefs could be massively misunderstood CEBE analysis on what common shareholders actually own $200k and $275k Bitcoin scenarios The 100,000 BTC and 210,000 BTC goal cases ..and why this thing could become a financial flamethrower if Bitcoin returns to trend. The market sees a weird Japanese Bitcoin stock. I see a potential balance sheet weapon before consensus arrives. If Metaplanet pulls this off, the people ignoring it now are going to be sitting in index funds eating room-temperature deli meat while the Bitcoin treasury companies turn into sovereign wealth funds with stock tickers. This is the thesis. This is the math. This is how I am trying to get filthy rich with Metaplanet:

🔥HOW I AM GOING TO GET FILTHY RICH WITH METAPLANET🔥 Metaplanet is trading like Wall Street found a Bitcoin vault, looked inside, saw 40,000+ BTC, checked the EV mNAV, saw it under 1x, and said... “Interesting, but have you considered buying a software company at 900 times earnings?” In this video, I break down why I think Metaplanet could be one of the most mispriced Bitcoin treasury plays on Earth. We’re talking: Bitcoin exposure at a discount Metaplanet’s BTC accumulation strategy Why the prefs could be massively misunderstood CEBE analysis on what common shareholders actually own $200k and $275k Bitcoin scenarios The 100,000 BTC and 210,000 BTC goal cases ..and why this thing could become a financial flamethrower if Bitcoin returns to trend. The market sees a weird Japanese Bitcoin stock. I see a potential balance sheet weapon before consensus arrives. If Metaplanet pulls this off, the people ignoring it now are going to be sitting in index funds eating room-temperature deli meat while the Bitcoin treasury companies turn into sovereign wealth funds with stock tickers. This is the thesis. This is the math. This is how I am trying to get filthy rich with Metaplanet:

Adam Livingston

48,909 просмотров • 2 месяцев назад

I sat down with Lyn Alden for over an hour. She told me the 4-year cycle is dead. That gold is euphoric. And that Bitcoin, down 50%, is where she'd put her money right now. "Gun to my head, Bitcoin over gold for the next 2-3 years." This might be the most important conversation I've had on New Era Finance Podcast. TIMESTAMPS: 0:00 Introduction 0:46 Why there hasn't been enough Bitcoin demand this cycle 5:03 The 4-year cycle is dead 7:22 Are we near the bottom? 8:50 The future of treasury companies 15:03 Why Bitcoin underperformed this year 17:24 Bitcoin is trading like a software stock 21:07 Can anything replace Bitcoin? 26:13 Bitcoin mining and stranded energy 30:35 Will quantum computing destroy Bitcoin? 37:06 How to think about AI as an investor 45:00 We're entering a multipolar world 53:00 Bitcoin vs Gold — gun to my head 58:56 The #1 thing every investor should study 1:06:34 Diversification with conviction

I sat down with Lyn Alden for over an hour. She told me the 4-year cycle is dead. That gold is euphoric. And that Bitcoin, down 50%, is where she'd put her money right now. "Gun to my head, Bitcoin over gold for the next 2-3 years." This might be the most important conversation I've had on New Era Finance Podcast. TIMESTAMPS: 0:00 Introduction 0:46 Why there hasn't been enough Bitcoin demand this cycle 5:03 The 4-year cycle is dead 7:22 Are we near the bottom? 8:50 The future of treasury companies 15:03 Why Bitcoin underperformed this year 17:24 Bitcoin is trading like a software stock 21:07 Can anything replace Bitcoin? 26:13 Bitcoin mining and stranded energy 30:35 Will quantum computing destroy Bitcoin? 37:06 How to think about AI as an investor 45:00 We're entering a multipolar world 53:00 Bitcoin vs Gold — gun to my head 58:56 The #1 thing every investor should study 1:06:34 Diversification with conviction

Michaël van de Poppe

333,436 просмотров • 4 месяцев назад

Bitcoin is taking over Wall Street and the ETF boom isn't slowing down. I sat down with Eric Balchunas to discuss the record year for ETFs, leverage and new financial products, the shifting regulatory outlook and what investors are missing about the Magnificent 7. He also explained why he disagrees with Michael Green's views on passive investing risks. 0:00 - Historic ETF boom 3:02 - More ETFs than stocks 6:30 - Leverage risks 9:45 - Public & Generated Assets 10:55 - New SEC and regulation 16:07 - Bitcoin on Wall Street 21:27 - Vanguard approves crypto ETFs 24:14 - Magnificent 7 concentration 30:50 - Debating Mike Green’s passive investing views 37:53 - Demographic risk in passive investing

Bitcoin is taking over Wall Street and the ETF boom isn't slowing down. I sat down with Eric Balchunas to discuss the record year for ETFs, leverage and new financial products, the shifting regulatory outlook and what investors are missing about the Magnificent 7. He also explained why he disagrees with Michael Green's views on passive investing risks. 0:00 - Historic ETF boom 3:02 - More ETFs than stocks 6:30 - Leverage risks 9:45 - Public & Generated Assets 10:55 - New SEC and regulation 16:07 - Bitcoin on Wall Street 21:27 - Vanguard approves crypto ETFs 24:14 - Magnificent 7 concentration 30:50 - Debating Mike Green’s passive investing views 37:53 - Demographic risk in passive investing

Phil Rosen

14,119 просмотров • 7 месяцев назад

CATHIE WOOD JUST DOUBLED DOWN ON HER MEGA-BULL CASE Cathie Wood isn’t backing off her target. Even after volatility and ETF outflows, she’s still calling for $1.5M $BTC by 2030. Her reasoning is straightforward: 📉 We’re in a temporary risk-off stretch 🔁 #Bitcoin is only halfway through its four-year cycle 📈 ARK still sees this as an active bull market 🏛️ U.S. deregulation is unlocking institutional demand 📊 Adding $BTC improves a portfolio’s risk-adjusted returns To her, nothing about the long-term thesis has changed -- only sentiment has. Cathie isn’t flinching, she’s doubling down. 💯

CATHIE WOOD JUST DOUBLED DOWN ON HER MEGA-BULL CASE Cathie Wood isn’t backing off her target. Even after volatility and ETF outflows, she’s still calling for $1.5M $BTC by 2030. Her reasoning is straightforward: 📉 We’re in a temporary risk-off stretch 🔁 #Bitcoin is only halfway through its four-year cycle 📈 ARK still sees this as an active bull market 🏛️ U.S. deregulation is unlocking institutional demand 📊 Adding $BTC improves a portfolio’s risk-adjusted returns To her, nothing about the long-term thesis has changed -- only sentiment has. Cathie isn’t flinching, she’s doubling down. 💯

CryptosRus

133,655 просмотров • 7 месяцев назад

This week Jordi Visser and I discuss rising inflation, higher oil prices, and why he believes markets are entering a new regime driven by supply shocks and geopolitical risk. We also explore asset rotation into commodities, risks in private credit, and bitcoin’s growing role as liquidity and capital flows shift globally. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:56 - Has the market officially entered a new regime? 3:58 - Global shortages & why inflation is rising again 11:25 - Where smart money is moving right now 16:09 - Could inflation spike back above expectations? 21:31 - Why stocks struggle in high inflation environments 25:31 - Will markets recover or stay flat this year? 27:30 - Why bitcoin could lead the next cycle 33:29 - Why most altcoins won’t outperform bitcoin 37:55 - How AI is disrupting markets & software 41:15 - Why bitcoin is the ultimate asset in this shift

This week Jordi Visser and I discuss rising inflation, higher oil prices, and why he believes markets are entering a new regime driven by supply shocks and geopolitical risk. We also explore asset rotation into commodities, risks in private credit, and bitcoin’s growing role as liquidity and capital flows shift globally. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:56 - Has the market officially entered a new regime? 3:58 - Global shortages & why inflation is rising again 11:25 - Where smart money is moving right now 16:09 - Could inflation spike back above expectations? 21:31 - Why stocks struggle in high inflation environments 25:31 - Will markets recover or stay flat this year? 27:30 - Why bitcoin could lead the next cycle 33:29 - Why most altcoins won’t outperform bitcoin 37:55 - How AI is disrupting markets & software 41:15 - Why bitcoin is the ultimate asset in this shift

Anthony Pompliano 🌪

58,832 просмотров • 3 месяцев назад

WHY IS NO ONE TALKING ABOUT THIS? $60K was probably the $BTC bottom, and that too based on the 4-year cycle. Each cycle, BTC has made a new ATH. And the bottom happened exactly 23 months after making a new ATH. In Jan 2017, Bitcoin made a new ATH. The bottom happened exactly 23 months later, in December 2018. In December 2020, Bitcoin made a new ATH. The bottom happened exactly 23 months later, in November 2022. This cycle, Bitcoin made a new ATH in March 2024. If it goes by history, the bottom has already happened in Feb 2026 (23 months). And there are other things too supporting this. During the Feb 2026 dump: - Weekly RSI hit a 4-year low - The sentiment index went to its lowest ever - Retest of the 2021 cycle ATH All these things combined have previously marked the bottom for Bitcoin, and maybe "THIS TIME IT'S NOT DIFFERENT."

WHY IS NO ONE TALKING ABOUT THIS? $60K was probably the $BTC bottom, and that too based on the 4-year cycle. Each cycle, BTC has made a new ATH. And the bottom happened exactly 23 months after making a new ATH. In Jan 2017, Bitcoin made a new ATH. The bottom happened exactly 23 months later, in December 2018. In December 2020, Bitcoin made a new ATH. The bottom happened exactly 23 months later, in November 2022. This cycle, Bitcoin made a new ATH in March 2024. If it goes by history, the bottom has already happened in Feb 2026 (23 months). And there are other things too supporting this. During the Feb 2026 dump: - Weekly RSI hit a 4-year low - The sentiment index went to its lowest ever - Retest of the 2021 cycle ATH All these things combined have previously marked the bottom for Bitcoin, and maybe "THIS TIME IT'S NOT DIFFERENT."

Ash Crypto

248,787 просмотров • 2 месяцев назад

🚨This is the BOTTOM for XRP...🚨 XRP is at $1.30, down from $3.50 last year — and signs are pointing to the crash being nearly over. The RSI is EXTREMELY oversold, and interest in crypto on Google Trends and X has collapsed — historically, that’s when bottoms form.📉 Rate cuts are expected soon, global tensions may cool, and liquidity could surge back into risk assets. The total crypto market cap is about $2.3 TRILLION — still tiny compared to the stock market. That’s why many investors believe crypto is just getting started. Years from now, we may look back at these prices as a gift.🎁 This could be the bottom for XRP. #XRP #Ripple #Bitcoin #Crypto #Altcoins

🚨This is the BOTTOM for XRP...🚨 XRP is at $1.30, down from $3.50 last year — and signs are pointing to the crash being nearly over. The RSI is EXTREMELY oversold, and interest in crypto on Google Trends and X has collapsed — historically, that’s when bottoms form.📉 Rate cuts are expected soon, global tensions may cool, and liquidity could surge back into risk assets. The total crypto market cap is about $2.3 TRILLION — still tiny compared to the stock market. That’s why many investors believe crypto is just getting started. Years from now, we may look back at these prices as a gift.🎁 This could be the bottom for XRP. #XRP #Ripple #Bitcoin #Crypto #Altcoins

Crypto X AiMan

12,590 просмотров • 3 месяцев назад