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Expert analyst SHOCKS with 4 year cycle prediction Feat. PlanC 00:00 Intro 02:09 Plan C’s Background & The 4-Year Cycle 10:15 Volatility, Drawdowns, and Institutional Staircase vs Retail Parabolas 18:26 COVID money printing, rate hikes, and FTX collapse 20:12 Leverage Flush-Out & System Health 25:29 Discussion on personal portfolio...

67,427 görüntüleme • 10 ay önce •via X (Twitter)

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Here's my recent talk at Sui Basecamp in Dubai—Enjoy! 00:00 - PALvatar introduces the episode 01:04 - Reframing the macro fear narrative 01:26 - The Everything Code and liquidity 01:51 - Debt cycles and macro structure 02:10 - Demographics, debt, and GDP 02:38 - Aging populations and GDP drag 03:00 - Liquidity as the real driver 03:25 - Fed balance sheet to total liquidity 03:50 - M2 and asset correlations 04:23 - Why the rich get richer 04:47 - Global tax via currency debasement 05:21 - Crypto as a generational opportunity 05:48 - Banana zones and BTC decoupling 06:13 - Bitcoin log regression and upside 06:37 - 850K $BTC and market cycles 06:56 - Debasement and asset returns 07:19 - Liquidity vs. traditional returns 07:48 - Why tech and crypto matter 08:10 - Bitcoin vs Nasdaq performance 08:38 - Crypto: best asset in history 09:03 - The "Don’t F*ck This Up" thesis 09:38 - Liquidity and the macro setup 09:58 - Volatility is the price for returns 10:31 - Tariffs, rates, and market lag 11:01 - Economic surprises and liquidity 11:37 - 2017 tariffs and liquidity boost 12:01 - Twitter narratives vs macro truth 12:24 - What assets lead market cycles 12:51 - Inventory buildup and Q1 GDP 13:12 - Philly Fed confirms thesis 13:31 - ISM and forward outlook 14:00 - #Bitcoin and DeMark analysis 14:21 - Trump cycle deja vu 14:38 - My Bitcoin trading mistake 14:57 - Dollar strength and the Trump pivot 15:16 - Why the dollar isn’t over 15:36 - A weak dollar lifts global growth 15:56 - The 2017 breakout comparison 16:18 - One of the best setups ever 16:40 - Global M2 and debt cycle 17:03 - Basel IV and monetary creation 17:25 - Liquidity cycles repeat 17:45 - Debt refi cycles and patterns 18:06 - Liquidity leads Bitcoin 18:29 - Banana Zone phases 18:50 - Global M2 vs BTC chart 19:09 - Breakouts and corrections 19:29 - The voodoo chart: M2 + BTC 19:50 - One-way street ahead 20:08 - China, the dollar, and liquidity 20:31 - Central banks printing 20:50 - Liquidity surge from all angles 21:14 - Correlation with BTC and Nasdaq 21:39 - The Everything Code plays out 22:03 - Business cycle and crypto 22:32 - Bitcoin and ISM outlook 22:54 - Bitcoin at 450K? 23:21 - Altseason and business cycle 23:48 - Earnings, spending, and risk 24:16 - Altcoins = risk curve 24:40 - ISM >50 = big signal 25:06 - Everyone's fearful at the bottom 25:35 - Bearish sentiment at extremes 26:03 - Institutions still not in 26:29 - Indicators signal reversals 26:56 - Bitcoin corrections are normal 27:18 - The 2017 rollercoaster 27:42 - Technicals: #Solana & $SUI 28:00 - Sui charts breaking out 28:28 - Sui vs $SOL: faster horse 28:50 - $DEEP: top performer 29:16 - Ecosystem growth & excitement 29:45 - Market reacting to the vision 30:07 - Follow liquidity, not noise 30:27 - RSI and breakouts 30:47 - Liquidity patterns repeat 31:13 - We are in the Banana Zone 31:30 - No cycle top in sight 31:56 - This is just the beginning 32:19 - Banana Zone map 32:44 - Final advice: don’t mess this up 33:08 - Cycle could run into Q2 2026 33:39 - Stick to the program and DFTU

Raoul Pal

533,987 görüntüleme • 1 yıl önce

Who's Watching the Bitcoin Network? with B10C | SLP707 b10c and I discuss censorship resistance, mining pools, and the real impact of OFAC sanctions. We also explore how B10C’s Peer Observer project and the Bitcoin Network Operations Collective helps monitor the Bitcoin network for anomalies and attacks. (00:00) - Intro (00:17) - Who is B10C? (03:48) - Are some of the Bitcoin transactions OFAC compliant? (07:53) - Are mining pools filtering transactions? (10:59) - Censorship resistance in Bitcoin mining; U.S vs China Bitcoin mining insights (13:59) - Multiple mining pools using the same block template? (20:28) - Payout structures for Bitcoin mining pools; IPC Mining interface by Bitcoin Core V30 (25:47) - What is the Peer Observer Project? (30:00) - Monitoring Bitcoin’s P2P Network through the lens of different configurations (33:20) - Insights from the Peer Observer Project (36:17) - What are the costs associated with running the Peer Observer Project? (38:05) - Tooling, infrastructure, data analysis aspects of the Project (40:11) - What is the expected behaviour of a Bitcoin node?; Network attacks and privacy risks (49:32) - What do we know about ‘Linking Lion’? (53:11) - Chain surveillance on Bitcoin (55:46) - Compact Block Relay (1:05:03) - Broad trends of block reconstruction rates (1:15:39) - Core vs Knots point of view on block propagation (1:20:39) - What is the Bitcoin Network Operations Collective? (1:23:09) - Closing thoughts

Stephan Livera

10,537 görüntüleme • 8 ay önce

From Taxi Driver to Bitcoin Man! (My FULL Story) [like & repost] _____________ Timestamps 00:00 Intro 01:55 how we met 03:25 Personal Milestones Achieved 04:14 The Crypto Network 05:57 Conferences & Community 08:05 Youtuber‘s behind the scenes 09:03 My background as a Taxi driving student 10:14 The moment I found Bitcoin 12:09 My Professor‘s Advice 12:45 Economics 13:53 Why Bitcoin and how it works 18:15 The Future of Money 20:01 Brian Rose & Michael Saylor 21:54 Michael Saylors impact on Bitcoin & Crypto 24:50 BlackRock & Big Cooperations 26:14 Bitcoin Supercycle 27:19 Bitcoin is a free market 29:04 The Solution for economic disaster 30:17 My personal Focus 32:09 No. 1 Trader on Bybit 33:43 XRP & Altcoins: My strategy 37:06 My Trading Strategy 43:59 How to Store your Crypto‘s 46:04 Freedom & Safety 49:07 Will the public ever learn the fundamentals about Bitcoin and Crypto? 50:15 My Bitcoin necklace and its meaning behind 52:10 Reflection of my career 01:02:44 Crypto for Charity 01:05:30 My Future goals 01:08:13 My Health issues 01:12:49 my important advise!!!! 01:13:12 this is an EXTREMELY important factor 01:18:15 interesting times! TRUMP!!! 01:22:34 advise to my younger self 01:23:22 best advise I ever received from.. 01:24:53 my final advise.. (important) ___________ I really want to give a HUGE shoutout to Brian Rose for not only being the best Interviewer I ever had, but also for providing me the Stage and the content to publish myself!

MMCrypto

78,393 görüntüleme • 22 gün önce