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The last time Bitcoin hit this fear level, it never stayed cheap for long. $63K crash. 200W SMA approaching. Here's why I'm not timing the bottom, I'm accumulating it. 0:00 Introduction – Why $58K Is a Key Level 1:49 200-Week Simple Moving Average Explained 3:27 Historical Bare Market Bottoms...

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VirtualBacon

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69,347 görüntüleme • 7 ay önce •via X (Twitter)

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My target for Bitcoin. First level: 65k. That's the previous all-time high. We're already there. If you buy the thesis, it's already time. Second level: 58k. The 200-week simple moving average. In 2020, the 200W SMA caught the COVID crash. In 2018, it marked the absolute bottom. In 2015, it was touched four times but never closed below on a weekly candle. This level has been one of the most reliable buying zones in Bitcoin's history. And right now it sits at 58k. You don't need to time the exact bottom. You need to be in the range.
0:59

My target for Bitcoin. First level: 65k. That's the previous all-time high. We're already there. If you buy the thesis, it's already time. Second level: 58k. The 200-week simple moving average. In 2020, the 200W SMA caught the COVID crash. In 2018, it marked the absolute bottom. In 2015, it was touched four times but never closed below on a weekly candle. This level has been one of the most reliable buying zones in Bitcoin's history. And right now it sits at 58k. You don't need to time the exact bottom. You need to be in the range.

VirtualBacon

165,985 görüntüleme • 7 ay önce

Bitcoin hit $100,000! Here's what I think happens to Bitcoin, Ethereum, and the rest of the Crypto Market. Am I buying Altcoins now or waiting for a pullback? Which Cryptos am I focusing on next? 02:04 - Is the Bitcoin top in at 100k? 05:35 - Too late to buy Bitcoin at 100k? 08:05 - Bull Run Estimate based on Halving Cycles 10:52 - Bull Run Estimate based on Bitcoin Price 14:08 - Bitcoin's Reaction at $100k vs $10k 16:00 - Bull Run Estimate based on Money Printer and QE 18:44 - How long will the Bull Run Last? 19:31 - My Exit Strategy on Bitcoin 22:50 - Why Altcoins will Run Longer than Bitcoin 29:36 - Ethereum vs Bitcoin 33:43 - My Exit Strategy on Ethereum and Altcoins 37:13 - Other Altcoins vs Bitcoin 40:03 - Expected Return of Altcoins 44:33 - Why I'm Heavily Buying Ethereum 45:22 - Ethereum vs Solana 48:05 - Why Ethereum ETF can Pump Price Massively 56:00 - Other Altcoin Narrative to Target
59:42

Bitcoin hit $100,000! Here's what I think happens to Bitcoin, Ethereum, and the rest of the Crypto Market. Am I buying Altcoins now or waiting for a pullback? Which Cryptos am I focusing on next? 02:04 - Is the Bitcoin top in at 100k? 05:35 - Too late to buy Bitcoin at 100k? 08:05 - Bull Run Estimate based on Halving Cycles 10:52 - Bull Run Estimate based on Bitcoin Price 14:08 - Bitcoin's Reaction at $100k vs $10k 16:00 - Bull Run Estimate based on Money Printer and QE 18:44 - How long will the Bull Run Last? 19:31 - My Exit Strategy on Bitcoin 22:50 - Why Altcoins will Run Longer than Bitcoin 29:36 - Ethereum vs Bitcoin 33:43 - My Exit Strategy on Ethereum and Altcoins 37:13 - Other Altcoins vs Bitcoin 40:03 - Expected Return of Altcoins 44:33 - Why I'm Heavily Buying Ethereum 45:22 - Ethereum vs Solana 48:05 - Why Ethereum ETF can Pump Price Massively 56:00 - Other Altcoin Narrative to Target

VirtualBacon

65,534 görüntüleme • 1 yıl önce

On the Trade Secrets, Nansen 🧭 CEO Alex Svanevik Alex Svanevik 🐧 says Bitcoin at $1M could quickly become the new normal once it happens. “It sounds crazy to say Bitcoin at $1M from our vantage point, but I'm sure it sounded crazy to say $100,000 in 2018.” How far can Bitcoin go from here, and how soon? #TRADESECRETS 00:00 – Intro 04:50 – How can traders profit from BNB? 06:15 – Is HYPE actually different from other overhyped altcoins? 07:52 – How high can HYPE realistically go? 10:20 – Why the Solana memecoin narrative is "ridiculous" 13:15 – How would a Robinhood token perform? 15:20 – Has Bitcoin already found its bottom? 16:40 – Why Michael Saylor has "de-risked" his Bitcoin strategy 19:30 – Where is Bitcoin headed for the rest of 2026? 23:15 – Bitcoin developers roadmap for quantum would push Bitcoin’s price 27:00 – Could Bitcoin hit $1 million by 2030? 31:00 – What happens if the CLARITY Act fails?
34:44

On the Trade Secrets, Nansen 🧭 CEO Alex Svanevik Alex Svanevik 🐧 says Bitcoin at $1M could quickly become the new normal once it happens. “It sounds crazy to say Bitcoin at $1M from our vantage point, but I'm sure it sounded crazy to say $100,000 in 2018.” How far can Bitcoin go from here, and how soon? #TRADESECRETS 00:00 – Intro 04:50 – How can traders profit from BNB? 06:15 – Is HYPE actually different from other overhyped altcoins? 07:52 – How high can HYPE realistically go? 10:20 – Why the Solana memecoin narrative is "ridiculous" 13:15 – How would a Robinhood token perform? 15:20 – Has Bitcoin already found its bottom? 16:40 – Why Michael Saylor has "de-risked" his Bitcoin strategy 19:30 – Where is Bitcoin headed for the rest of 2026? 23:15 – Bitcoin developers roadmap for quantum would push Bitcoin’s price 27:00 – Could Bitcoin hit $1 million by 2030? 31:00 – What happens if the CLARITY Act fails?

Cointelegraph

74,216 görüntüleme • 1 ay önce

We're deep in the bear market, and everyone is expecting deeper corrections from here. That's exactly why this is the moment to have a game plan. In this video I break down every scenario for Bitcoin, what I'll do in each one, and the exact altcoin positions I'm watching. What I cover: – Bitcoin: holding the 200-week MA right now. As long as that holds, this is the cycle bottom. If it breaks, I'll show you the levels and how I de-risk. – The STRC depeg: why the panic dragging Bitcoin down is overblown, and what's actually going on under the hood. – Ondo: why 25-27 cents is my accumulation zone if we sweep the lows. – NEAR: my largest position, and the levels where I'm adding. – Wormhole: the bullish divergence I'm tracking for a potential double. We're hitting the same bottoming levels we saw in 2012, 2015, 2018 and 2022. Accumulating here is the key part of this entire market period. Full breakdown 👇🏼
12:00

We're deep in the bear market, and everyone is expecting deeper corrections from here. That's exactly why this is the moment to have a game plan. In this video I break down every scenario for Bitcoin, what I'll do in each one, and the exact altcoin positions I'm watching. What I cover: – Bitcoin: holding the 200-week MA right now. As long as that holds, this is the cycle bottom. If it breaks, I'll show you the levels and how I de-risk. – The STRC depeg: why the panic dragging Bitcoin down is overblown, and what's actually going on under the hood. – Ondo: why 25-27 cents is my accumulation zone if we sweep the lows. – NEAR: my largest position, and the levels where I'm adding. – Wormhole: the bullish divergence I'm tracking for a potential double. We're hitting the same bottoming levels we saw in 2012, 2015, 2018 and 2022. Accumulating here is the key part of this entire market period. Full breakdown 👇🏼

Michaël van de Poppe

34,763 görüntüleme • 3 ay önce

My discussion on how and why $STRC works with Jordan Walker. 00:00 Intro 00:51 - CJ Joins The Bitcoin Team At Strategy 02:12 - What CJ Actually Does Day To Day 05:25 - Behind The Scenes On Saylor’s Messaging And Strategy’s Content 08:34 - What CJ’s Learned Working Closely With Saylor 11:22 - Why Strategy Uses AI So Aggressively 14:21 - How The Bitcoin And Software Sides Fit Together Internally 17:07 - The Big Picture Strategy Model Explained (Jesse Meyers Graphic) 24:27 - What Stretch Is And Why It Exists 27:27 - How Stretch Helps Strategy Buy More Bitcoin 31:07 - How The Stretch Dividend Rate Gets Set And Adjusted 34:43 - Stretch Vs Stablecoin Yield 38:44 - Why Stretch Could Be Strategy’s “iPhone Moment” 41:41 - Who Can Copy This Model And Why Size Matters 44:46 - Using Stretch To Build Products Outside The US 46:28 - A UK Bank Product Backed By Stretch 47:48 - Why Stretch Is Attractive For Businesses Holding Cash 50:07 - Bitcoin For Corporations Is Now Stretch 52:53 - Where To Learn More And What’s Coming Next
55:33

My discussion on how and why $STRC works with Jordan Walker. 00:00 Intro 00:51 - CJ Joins The Bitcoin Team At Strategy 02:12 - What CJ Actually Does Day To Day 05:25 - Behind The Scenes On Saylor’s Messaging And Strategy’s Content 08:34 - What CJ’s Learned Working Closely With Saylor 11:22 - Why Strategy Uses AI So Aggressively 14:21 - How The Bitcoin And Software Sides Fit Together Internally 17:07 - The Big Picture Strategy Model Explained (Jesse Meyers Graphic) 24:27 - What Stretch Is And Why It Exists 27:27 - How Stretch Helps Strategy Buy More Bitcoin 31:07 - How The Stretch Dividend Rate Gets Set And Adjusted 34:43 - Stretch Vs Stablecoin Yield 38:44 - Why Stretch Could Be Strategy’s “iPhone Moment” 41:41 - Who Can Copy This Model And Why Size Matters 44:46 - Using Stretch To Build Products Outside The US 46:28 - A UK Bank Product Backed By Stretch 47:48 - Why Stretch Is Attractive For Businesses Holding Cash 50:07 - Bitcoin For Corporations Is Now Stretch 52:53 - Where To Learn More And What’s Coming Next

Chaitanya Jain

96,491 görüntüleme • 6 ay önce

Veteran crypto investor Michael Terpin reveals that he isn’t convinced $BTC has found its bottom yet, suggesting there could still be more downside ahead, with prices potentially falling into the $40,000 range. “One of the defining hallmarks of the bottom is that it doesn’t pop back. You have to be very judicious to catch the top.” #TRADESECRETS 00:00 – Intro 01:10 – Is Bitcoin about to fall further? 03:45 – When is the Bitcoin supercycle coming? 07:25 – Understanding Bitcoin's four market seasons 09:40 – When could Bitcoin hit $1 million? 13:40 – Why Bitcoin bear markets last about a year 14:30 – How much downside is left for Bitcoin? 16:50 – What unexpected events could kill the Bitcoin supercycle 22:30 – Why narratives drive the altcoin market 27:20 – How to make money in altcoins right now 33:35 – Will AI crypto tokens make a comeback? 36:50 – Why crypto holders should avoid ETFs 40:30 – What does a $1 million Bitcoin world look like? 42:45 – Bitcoin's worst-case price next cycle
47:17

Veteran crypto investor Michael Terpin reveals that he isn’t convinced $BTC has found its bottom yet, suggesting there could still be more downside ahead, with prices potentially falling into the $40,000 range. “One of the defining hallmarks of the bottom is that it doesn’t pop back. You have to be very judicious to catch the top.” #TRADESECRETS 00:00 – Intro 01:10 – Is Bitcoin about to fall further? 03:45 – When is the Bitcoin supercycle coming? 07:25 – Understanding Bitcoin's four market seasons 09:40 – When could Bitcoin hit $1 million? 13:40 – Why Bitcoin bear markets last about a year 14:30 – How much downside is left for Bitcoin? 16:50 – What unexpected events could kill the Bitcoin supercycle 22:30 – Why narratives drive the altcoin market 27:20 – How to make money in altcoins right now 33:35 – Will AI crypto tokens make a comeback? 36:50 – Why crypto holders should avoid ETFs 40:30 – What does a $1 million Bitcoin world look like? 42:45 – Bitcoin's worst-case price next cycle

Cointelegraph

85,688 görüntüleme • 1 ay önce

This is the interview to make you feel super bullish. Had a great time hosting Bill Miller on the show for the first time! We touched on a large range of topics, let us know what you think! Timecodes: 00:00 Why Bill is Bullish on Bitcoin 4:22 Gemini Orange Bitcoin Credit Card 5:43 Why Bitcoin Hasn't Gone Fully Mainstream…Yet 9:10 Rise of Corporate Bitcoin Treasuries 11:36 Bitcoin-Backed Securities 13:10 Bullish on Semler Scientific 14:18 Market Misunderstands Semler Scientific? 15:13 Bitcoin Rewards Cards and Points Inflation 17:54 Are Bitcoin Treasuries a Bubble 18:42 Stablecoins 20:42 Bitcoin and the US Treasury Market 21:34 Economic Outlook, Market Trends 23:05 Is a Recession Looming? 23:57 Bitcoin Price Predictions 25:13 The Future of Bitcoin Taxation 27:34 Inside Miller Value Partners’ Strategy 28:49 Can Anything Beat Bitcoin? 29:22 Becoming a Bitcoin Believer 30:03 Bitcoin Changes Your Worldview 31:22 Growing Up Around Legendary Investors 33:36 Bonding Over Bitcoin 35:19 The Pressure of a Famous Father 36:09 Trump vs. Elon Powered by Gemini with a shoutout about the Gemini credit card in the talk! 💳🧡
38:32

This is the interview to make you feel super bullish. Had a great time hosting Bill Miller on the show for the first time! We touched on a large range of topics, let us know what you think! Timecodes: 00:00 Why Bill is Bullish on Bitcoin 4:22 Gemini Orange Bitcoin Credit Card 5:43 Why Bitcoin Hasn't Gone Fully Mainstream…Yet 9:10 Rise of Corporate Bitcoin Treasuries 11:36 Bitcoin-Backed Securities 13:10 Bullish on Semler Scientific 14:18 Market Misunderstands Semler Scientific? 15:13 Bitcoin Rewards Cards and Points Inflation 17:54 Are Bitcoin Treasuries a Bubble 18:42 Stablecoins 20:42 Bitcoin and the US Treasury Market 21:34 Economic Outlook, Market Trends 23:05 Is a Recession Looming? 23:57 Bitcoin Price Predictions 25:13 The Future of Bitcoin Taxation 27:34 Inside Miller Value Partners’ Strategy 28:49 Can Anything Beat Bitcoin? 29:22 Becoming a Bitcoin Believer 30:03 Bitcoin Changes Your Worldview 31:22 Growing Up Around Legendary Investors 33:36 Bonding Over Bitcoin 35:19 The Pressure of a Famous Father 36:09 Trump vs. Elon Powered by Gemini with a shoutout about the Gemini credit card in the talk! 💳🧡

Natalie Brunell ⚡️

191,877 görüntüleme • 1 yıl önce

Bitcoin just broke below its daily higher low at $65.8K, ending the two-week uptrend. Oil is back above $100 as the Iran conflict escalates with ground troops preparing for Kharg Island, dragging the S&P below the 200-day SMA. If the S&P doesn't reclaim that level within two weeks, history says 13-15% drawdown, which maps to a Bitcoin target in the low 50Ks. Meanwhile, Bernstein, Goldman Sachs, and Morgan Stanley are all making bottom calls. 0:00 Bitcoin's Uptrend Just Broke 2:32 Bitcoin Price Levels: the 63K to 72K Range 5:22 Sideways Period and What to Expect 9:57 The Iran War and Oil Price Impact 12:22 S&P 500 Below the 200-Day SMA 13:57 Moving Average Deviation: How Bad Can It Get 17:27 How S&P Drawdowns Map to Bitcoin 19:59 Wall Street Bottom Calls: VanEck, Fidelity, Goldman, Bernstein 23:33 Morgan Stanley's Bitcoin ETF Launch 25:33 The Big Picture: Oil, S&P, and the Path Forward
30:50

Bitcoin just broke below its daily higher low at $65.8K, ending the two-week uptrend. Oil is back above $100 as the Iran conflict escalates with ground troops preparing for Kharg Island, dragging the S&P below the 200-day SMA. If the S&P doesn't reclaim that level within two weeks, history says 13-15% drawdown, which maps to a Bitcoin target in the low 50Ks. Meanwhile, Bernstein, Goldman Sachs, and Morgan Stanley are all making bottom calls. 0:00 Bitcoin's Uptrend Just Broke 2:32 Bitcoin Price Levels: the 63K to 72K Range 5:22 Sideways Period and What to Expect 9:57 The Iran War and Oil Price Impact 12:22 S&P 500 Below the 200-Day SMA 13:57 Moving Average Deviation: How Bad Can It Get 17:27 How S&P Drawdowns Map to Bitcoin 19:59 Wall Street Bottom Calls: VanEck, Fidelity, Goldman, Bernstein 23:33 Morgan Stanley's Bitcoin ETF Launch 25:33 The Big Picture: Oil, S&P, and the Path Forward

VirtualBacon

35,597 görüntüleme • 6 ay önce

Welcome back to The Bitcoin Treasuries Podcast. Powered by Onramp. Today's guest is Shone Anstey, Founder and CEO of LQWD Technologies Corp. (TSXV: LQWD|OTCQB: LQWDF). We discuss his background, the lightning network, LQWD's Bitcoin Treasury Strategy, and more. Here's my conversation with Shone Anstey 🇨🇦 ฿⚡. 0:00 - Intro 0:16 - Shone’s background and journey to Bitcoin 1:19 - What led Shone to LQWD? 3:42 - What is the Lightning Network? 7:34 - Do transactions get cheaper with more volume on the Lightning Network? 12:57 - Shone’s Bitcoin Treasury strategy 21:06 - How Shone explains Bitcoin to someone 23:52 - How Shone approaches the price bias of Bitcoin 27:40 - Canadian market vs US Market 31:26 - How Shone sees things playing out over the next few years 33:49 - Shone’s take Michael Saylor’s framework on digital currencies 37:34 - Closing thoughts and where to find Shone online
38:19

Welcome back to The Bitcoin Treasuries Podcast. Powered by Onramp. Today's guest is Shone Anstey, Founder and CEO of LQWD Technologies Corp. (TSXV: LQWD|OTCQB: LQWDF). We discuss his background, the lightning network, LQWD's Bitcoin Treasury Strategy, and more. Here's my conversation with Shone Anstey 🇨🇦 ฿⚡. 0:00 - Intro 0:16 - Shone’s background and journey to Bitcoin 1:19 - What led Shone to LQWD? 3:42 - What is the Lightning Network? 7:34 - Do transactions get cheaper with more volume on the Lightning Network? 12:57 - Shone’s Bitcoin Treasury strategy 21:06 - How Shone explains Bitcoin to someone 23:52 - How Shone approaches the price bias of Bitcoin 27:40 - Canadian market vs US Market 31:26 - How Shone sees things playing out over the next few years 33:49 - Shone’s take Michael Saylor’s framework on digital currencies 37:34 - Closing thoughts and where to find Shone online

Tim Kotzman

22,984 görüntüleme • 1 yıl önce

Why do people always buy the top and sell the bottom? _Checkmate 🟠🔑⚡☢️🛢️ is one of the best on-chain analysts in Bitcoin and is here to explain. This new episode is about where we are in the cycle, what the data says about investor behavior, and why the crowd always times it wrong. TIMESTAMPS: 00:00 What is on-chain analysis and why it matters 2:57 Spent vs. unspent Bitcoin: the framework everyone should know 7:12 Long-term vs. short-term holders: who's actually moving the market 10:39 Bulls' last stand at $95K? What the data showed 14:49 Why the 2025 bull run stalled -- the real story 20:04 Unrealized losses...how scared should we be? 26:08 Is the Bitcoin bottom in? James gives his read 32:29 How James became one of Bitcoin's best analysts 35:33 Quantum computing and Bitcoin -- threat or hype? 39:19 The 118x Bitcoin multiplier myth busted 42:30 Retail vs. institutional buyers: who's winning right now
49:24

Why do people always buy the top and sell the bottom? _Checkmate 🟠🔑⚡☢️🛢️ is one of the best on-chain analysts in Bitcoin and is here to explain. This new episode is about where we are in the cycle, what the data says about investor behavior, and why the crowd always times it wrong. TIMESTAMPS: 00:00 What is on-chain analysis and why it matters 2:57 Spent vs. unspent Bitcoin: the framework everyone should know 7:12 Long-term vs. short-term holders: who's actually moving the market 10:39 Bulls' last stand at $95K? What the data showed 14:49 Why the 2025 bull run stalled -- the real story 20:04 Unrealized losses...how scared should we be? 26:08 Is the Bitcoin bottom in? James gives his read 32:29 How James became one of Bitcoin's best analysts 35:33 Quantum computing and Bitcoin -- threat or hype? 39:19 The 118x Bitcoin multiplier myth busted 42:30 Retail vs. institutional buyers: who's winning right now

Natalie Brunell ⚡️

177,966 görüntüleme • 6 ay önce

NEW PODCAST "With FTX or Voyager or Celsius, you knew you were taking a risk. With Coldcard, a lot of people thought they were doing the right thing." Benjamin Cowen on where Bitcoin and the people who hold it go from here. TIMESTAMPS 00:00 - Introduction And The Coldcard Hack — What It Means For Bitcoin Holders 04:00 - Self Custody After The Hack — Where Do You Even Keep Your Bitcoin Now 07:15 - Why Ben Stopped Trying To Orange Pill People Years Ago 10:06 - Why The Price Did Not Move After The Hack And What The Charts Show 18:59 - ETF Holdings Declining And Where The Real Bitcoin Buy Pressure Is Coming From 28:24 - Does The US Debt Crisis Actually Matter For Bitcoin 30:05 - Ben's Stock Market Correction Call — September And What Triggers It 36:42 - Did Bitcoin Lose Its Way This Cycle And What Went Wrong 41:16 - Saylor Selling Bitcoin — What It Signals And Why The Message Matters More Than The Amount 45:34 - Bitcoin Conferences Have Become Treasury Company Promotional Events 50:38 - Ben's ITC Conference Miami November 21st — Who Is Speaking And Why It Is Different 53:12 - When Ben Plans To Start Turning Bullish On Bitcoin Again
57:09

NEW PODCAST "With FTX or Voyager or Celsius, you knew you were taking a risk. With Coldcard, a lot of people thought they were doing the right thing." Benjamin Cowen on where Bitcoin and the people who hold it go from here. TIMESTAMPS 00:00 - Introduction And The Coldcard Hack — What It Means For Bitcoin Holders 04:00 - Self Custody After The Hack — Where Do You Even Keep Your Bitcoin Now 07:15 - Why Ben Stopped Trying To Orange Pill People Years Ago 10:06 - Why The Price Did Not Move After The Hack And What The Charts Show 18:59 - ETF Holdings Declining And Where The Real Bitcoin Buy Pressure Is Coming From 28:24 - Does The US Debt Crisis Actually Matter For Bitcoin 30:05 - Ben's Stock Market Correction Call — September And What Triggers It 36:42 - Did Bitcoin Lose Its Way This Cycle And What Went Wrong 41:16 - Saylor Selling Bitcoin — What It Signals And Why The Message Matters More Than The Amount 45:34 - Bitcoin Conferences Have Become Treasury Company Promotional Events 50:38 - Ben's ITC Conference Miami November 21st — Who Is Speaking And Why It Is Different 53:12 - When Ben Plans To Start Turning Bullish On Bitcoin Again

Bitcoin News

61,907 görüntüleme • 1 ay önce

Strategy $MSTR is one of the most misunderstood stocks in the market. And Robin Seyr believes it could eventually become the most valuable company in the world. In our latest conversation, we went deep into: → Why $MSTR could massively outperform Bitcoin in the next bull market → Strategy selling Bitcoin to support $STRC → The rapidly growing $4.65B USD reserve → Why $STRC could return to par → Strategy vs. Strive $ASST & Metaplanet $MPJPY $MTPLF → The hidden custody risks of Bitcoin treasury companies → The Coldcard incident & the future of self-custody → The risk of Bitcoin rehypothecation → And Robin's extraordinary long-term 200–300x $MSTR thesis Robin went from dismissing Strategy entirely to believing it may be the biggest investment opportunity he's ever seen. This was a fun one. 00:00 From Tesla to Bitcoin — Robin’s Investment Journey 07:31 Why Robin Is So Bullish on Strategy (MSTR) 14:36 Could 2026 Be Strategy’s Best Bitcoin Accumulation Year Ever? 21:24 Why $STRC Will Return to $100 25:30 Why Is $MSTR So Cheap Right Now? 34:01 Strategy’s $4.65B Cash Reserve — Is It Too Big? 39:50 Would Robin Buy Strategy Preferred Stock? 44:49 Strategy vs. Strive, Metaplanet & Other Bitcoin Treasuries 53:27 The Coldcard Incident Changed Bitcoin Self-Custody 59:09 The Biggest Risks When Investing in Strategy (MSTR) 01:04:33 Is Bitcoin Rehypothecation a Real Risk for Strategy? 01:12:08 The 200–300x Long-Term Strategy Thesis 01:14:40 Robin’s Most Important Advice for Bitcoin Investors 01:15:59 Where to Follow Robin Seyr Full episode 👇
1:16:43

Strategy $MSTR is one of the most misunderstood stocks in the market. And Robin Seyr believes it could eventually become the most valuable company in the world. In our latest conversation, we went deep into: → Why $MSTR could massively outperform Bitcoin in the next bull market → Strategy selling Bitcoin to support $STRC → The rapidly growing $4.65B USD reserve → Why $STRC could return to par → Strategy vs. Strive $ASST & Metaplanet $MPJPY $MTPLF → The hidden custody risks of Bitcoin treasury companies → The Coldcard incident & the future of self-custody → The risk of Bitcoin rehypothecation → And Robin's extraordinary long-term 200–300x $MSTR thesis Robin went from dismissing Strategy entirely to believing it may be the biggest investment opportunity he's ever seen. This was a fun one. 00:00 From Tesla to Bitcoin — Robin’s Investment Journey 07:31 Why Robin Is So Bullish on Strategy (MSTR) 14:36 Could 2026 Be Strategy’s Best Bitcoin Accumulation Year Ever? 21:24 Why $STRC Will Return to $100 25:30 Why Is $MSTR So Cheap Right Now? 34:01 Strategy’s $4.65B Cash Reserve — Is It Too Big? 39:50 Would Robin Buy Strategy Preferred Stock? 44:49 Strategy vs. Strive, Metaplanet & Other Bitcoin Treasuries 53:27 The Coldcard Incident Changed Bitcoin Self-Custody 59:09 The Biggest Risks When Investing in Strategy (MSTR) 01:04:33 Is Bitcoin Rehypothecation a Real Risk for Strategy? 01:12:08 The 200–300x Long-Term Strategy Thesis 01:14:40 Robin’s Most Important Advice for Bitcoin Investors 01:15:59 Where to Follow Robin Seyr Full episode 👇

One Chair

33,701 görüntüleme • 1 ay önce

E182: Jordi Visser - Why Aging is a disease, Why Bitcoin is a hedge against abundance and why you shouldn't buy a house! Jordi Visser spent three decades on Wall Street, from a Morgan Stanley trading desk to CIO at Weiss Multi-Strategy. These days he studies AI, macro, and longevity full time. We cover why he thinks aging is optional, why Bitcoin is the only asset he'd bet on for the next decade, and why money never actually made him happy. 00:00 Intro 02:10 Jordi's Weekend Recap 03:49 The Blueprint For Living To 100 04:31 Why Longevity Became An Obsession 05:44 What Kills A Healthy Habit 07:20 Supplements & Meds: Worth It? 09:51 Partnerships: Variational Bitwise 10:44 The First Step Into Longevity 12:17 Wealth's Hidden Effect On Longevity 14:03 Peptides & Hormones: Jordi's Take 17:47 What Is Heart-Rate Variability? 21:21 How To Track Your HRV 23:17 Average vs. Great HRV 25:12 Lessons From The Finance World 29:10 Learning What Money Really Means 31:58 Partnership: KAST 32:47 Why Make More Money At All 35:20 "AI Will Make Everything Abundant" 38:20 Does Abundance Mean Cheaper? 38:54 Why We'll Still Need Wealth 41:22 How Jordi Fell Into Bitcoin 47:44 Jordi's Bitcoin Thesis, Simplified 50:10 How Much Bitcoin Is In His Portfolio 50:48 Would Jordi Ever Sell? 51:52 Partnerships: Jupiter Ethena 52:38 How Big Can Bitcoin Get 54:00 On "Bitcoin Is Too Expensive" 55:28 Why A Crypto Channel, Not Just Bitcoin 56:25 Does Jordi Own Other Crypto 57:24 Other Scarce Assets He's Bought 58:41 Should 20-Somethings Buy A House 01:02:00 Routine vs. Unique 01:03:57 Why Allergies Aren't Real 01:07:02 Closing Thoughts
1:07:34

E182: Jordi Visser - Why Aging is a disease, Why Bitcoin is a hedge against abundance and why you shouldn't buy a house! Jordi Visser spent three decades on Wall Street, from a Morgan Stanley trading desk to CIO at Weiss Multi-Strategy. These days he studies AI, macro, and longevity full time. We cover why he thinks aging is optional, why Bitcoin is the only asset he'd bet on for the next decade, and why money never actually made him happy. 00:00 Intro 02:10 Jordi's Weekend Recap 03:49 The Blueprint For Living To 100 04:31 Why Longevity Became An Obsession 05:44 What Kills A Healthy Habit 07:20 Supplements & Meds: Worth It? 09:51 Partnerships: Variational Bitwise 10:44 The First Step Into Longevity 12:17 Wealth's Hidden Effect On Longevity 14:03 Peptides & Hormones: Jordi's Take 17:47 What Is Heart-Rate Variability? 21:21 How To Track Your HRV 23:17 Average vs. Great HRV 25:12 Lessons From The Finance World 29:10 Learning What Money Really Means 31:58 Partnership: KAST 32:47 Why Make More Money At All 35:20 "AI Will Make Everything Abundant" 38:20 Does Abundance Mean Cheaper? 38:54 Why We'll Still Need Wealth 41:22 How Jordi Fell Into Bitcoin 47:44 Jordi's Bitcoin Thesis, Simplified 50:10 How Much Bitcoin Is In His Portfolio 50:48 Would Jordi Ever Sell? 51:52 Partnerships: Jupiter Ethena 52:38 How Big Can Bitcoin Get 54:00 On "Bitcoin Is Too Expensive" 55:28 Why A Crypto Channel, Not Just Bitcoin 56:25 Does Jordi Own Other Crypto 57:24 Other Scarce Assets He's Bought 58:41 Should 20-Somethings Buy A House 01:02:00 Routine vs. Unique 01:03:57 Why Allergies Aren't Real 01:07:02 Closing Thoughts

MR SHIFT 🦁

157,650 görüntüleme • 1 ay önce

E176: Eric Larchevêque - Why Bitcoin Is the Only Money You Actually Own Eric Larchevêque is the co-founder of Ledger, the hardware wallet used to secure billions in crypto worldwide. He built his first company from zero, sold it for €27 million, lost his savings in a Latvian bank collapse, had his gold bars confiscated by a Luxembourg bank, and went 100% Bitcoin in 2013. He's now building TBSO - La Société Bitcoin - a publicly listed company co-founded with NBA legend Tony Parker Timestamps: 0:00 Introduction 2:00 Eric’s First Podcast In English 2:32 Where Does Eric’s Optimism Come From 3:31 The First Thing Eric Thinks Of Every Morning 4:03 What Eric’s AI Agents Do 5:47 What Does Eric Do & Why 6:53 Are The Majority Of People Ready For Responsibility? 8:01 Why People Need To Hit A wall 9:42 When Did Eric Take Responsibility For His Future? 11:48 Eric Had No Idea What Building A Company Meant 12:39 Who Is Eric Larcheveque? 13:21 Eric’s First Major Leap For His Company 14:30 What Will Become A Commodity In 5+ Years 18:21 Going From Building Websites To Bitcoin 27:31 Partnerships: Trezor @BitwiseInvest 28:17 Why Eric Went All In On Bitcoin 34:37 Did Eric Question The Volatility Of Bitcoin 38:52 Eric Believes He Could Still Be Wrong About Bitcoin 40:24 100% Of Eric’s Liquid Networth Is In Bitcoin 41:39 Eric’s Explanation Of Bitcoin & Time Preference 46:50 Why Look At Bitcoin As A Long-Term Asset Only 49:59 You Should Build A Bitcoin Strategy 53:07 Where Does Bitcoin Go In 10 Years 54:47 What Does A Bitcoin Dominant World Look Like 59:24 Partnership: KAST 1:00:12 Why Bitcoin Will Never Hit 0 1:03:54 How To Understand Bitcoin, Explained Simply 1:10:47 What Eric Learned While Building Ledger 1:16:03 Co-Founder Kidnapping Discussion & Advice 1:23:11 How Eric Sleeps Knowing Bad Situations Happen 1:25:56 Why Eric Stays In France 1:27:23 Partnerships: Jupiter Ethena 1:28:07 What Is The Bitcoin Society 1:32:25 Who’s Backing Bitcoin Society 1:32:51 What Does Tony Parker Do With Bitcoin? 1:33:46 Eric’s View On Learning To Learn 1:34:38 Why Eric Creates Videos When He Could Chill 1:37:19 Is Eric Building A Personal Brand? 1:39:00 Does Eric Feel Happier Now With Money? 1:40:04 Being An Entrepreneur Requires Sacrifice 1:41:22 Experiences Over Buying Extra Bitcoin 1:44:06 Do Everything To Achieve This One Thing 1:45:11 Closing Thoughts
1:46:01

E176: Eric Larchevêque - Why Bitcoin Is the Only Money You Actually Own Eric Larchevêque is the co-founder of Ledger, the hardware wallet used to secure billions in crypto worldwide. He built his first company from zero, sold it for €27 million, lost his savings in a Latvian bank collapse, had his gold bars confiscated by a Luxembourg bank, and went 100% Bitcoin in 2013. He's now building TBSO - La Société Bitcoin - a publicly listed company co-founded with NBA legend Tony Parker Timestamps: 0:00 Introduction 2:00 Eric’s First Podcast In English 2:32 Where Does Eric’s Optimism Come From 3:31 The First Thing Eric Thinks Of Every Morning 4:03 What Eric’s AI Agents Do 5:47 What Does Eric Do & Why 6:53 Are The Majority Of People Ready For Responsibility? 8:01 Why People Need To Hit A wall 9:42 When Did Eric Take Responsibility For His Future? 11:48 Eric Had No Idea What Building A Company Meant 12:39 Who Is Eric Larcheveque? 13:21 Eric’s First Major Leap For His Company 14:30 What Will Become A Commodity In 5+ Years 18:21 Going From Building Websites To Bitcoin 27:31 Partnerships: Trezor @BitwiseInvest 28:17 Why Eric Went All In On Bitcoin 34:37 Did Eric Question The Volatility Of Bitcoin 38:52 Eric Believes He Could Still Be Wrong About Bitcoin 40:24 100% Of Eric’s Liquid Networth Is In Bitcoin 41:39 Eric’s Explanation Of Bitcoin & Time Preference 46:50 Why Look At Bitcoin As A Long-Term Asset Only 49:59 You Should Build A Bitcoin Strategy 53:07 Where Does Bitcoin Go In 10 Years 54:47 What Does A Bitcoin Dominant World Look Like 59:24 Partnership: KAST 1:00:12 Why Bitcoin Will Never Hit 0 1:03:54 How To Understand Bitcoin, Explained Simply 1:10:47 What Eric Learned While Building Ledger 1:16:03 Co-Founder Kidnapping Discussion & Advice 1:23:11 How Eric Sleeps Knowing Bad Situations Happen 1:25:56 Why Eric Stays In France 1:27:23 Partnerships: Jupiter Ethena 1:28:07 What Is The Bitcoin Society 1:32:25 Who’s Backing Bitcoin Society 1:32:51 What Does Tony Parker Do With Bitcoin? 1:33:46 Eric’s View On Learning To Learn 1:34:38 Why Eric Creates Videos When He Could Chill 1:37:19 Is Eric Building A Personal Brand? 1:39:00 Does Eric Feel Happier Now With Money? 1:40:04 Being An Entrepreneur Requires Sacrifice 1:41:22 Experiences Over Buying Extra Bitcoin 1:44:06 Do Everything To Achieve This One Thing 1:45:11 Closing Thoughts

MR SHIFT 🦁

103,729 görüntüleme • 3 ay önce

Is the overall market crashing because of 1) bearish divergence on RSI, 2) #Bitcoin is a leading indicator, and 3) people moving to defensive stocks? I don't necessarily think so. Here's me thinking a bit harder on these topics for you. Timestamps: 00:00 Introduction 03:00 RSI bearish divergence. Market crashing? 07:50 1) What if it's just a large to small cap rotation? $IWM $QQQ $SPY 12:00 2) If it crashes, I'm bullish? 13:40 3) Rotation between stocks and gold 16:35 4) $QQQ/$SPY & Ichimoku Tenkan catch-up 20:30 Bitcoin crashed, and so will stocks because it's a leading indicator? 21:00 1) The 5 year cycle because of copper/gold 26:00 2) Rotation between Bitcoin and stocks 27:30 3) Bitcoin flash crash similar to stock flash crash from April 2025 31:00 4) Bitcoin technical analysis 34:00 5) Bitcoin dominance vs altcoin dominance 36:00 $DOGE 37:30 More thought on metal to crypto rotation 38:30 People buying defensive dividend stocks, that's bad for the market, right? $SCHD
43:39

Is the overall market crashing because of 1) bearish divergence on RSI, 2) #Bitcoin is a leading indicator, and 3) people moving to defensive stocks? I don't necessarily think so. Here's me thinking a bit harder on these topics for you. Timestamps: 00:00 Introduction 03:00 RSI bearish divergence. Market crashing? 07:50 1) What if it's just a large to small cap rotation? $IWM $QQQ $SPY 12:00 2) If it crashes, I'm bullish? 13:40 3) Rotation between stocks and gold 16:35 4) $QQQ/$SPY & Ichimoku Tenkan catch-up 20:30 Bitcoin crashed, and so will stocks because it's a leading indicator? 21:00 1) The 5 year cycle because of copper/gold 26:00 2) Rotation between Bitcoin and stocks 27:30 3) Bitcoin flash crash similar to stock flash crash from April 2025 31:00 4) Bitcoin technical analysis 34:00 5) Bitcoin dominance vs altcoin dominance 36:00 $DOGE 37:30 More thought on metal to crypto rotation 38:30 People buying defensive dividend stocks, that's bad for the market, right? $SCHD

Cantonese Cat 🐱🐈

72,914 görüntüleme • 7 ay önce

E137: From exposing Bitcoin’s biggest weakness to onboarding FIFA and MapleStory - Avalanche🔺 CEO and Founder Emin Gün Sirer🔺⚔️ - founder of Ava Labs 🔺, the company behind Avalanche - shares the journey from building Karma (a pre-Bitcoin digital currency) to pioneering Avalanche, the multi-chain blockchain reshaping crypto's infrastructure. From early academic battles with Bitcoin maxis to onboarding FIFA and MapleStory Universe, this is one of the wildest rides in Web3. Timestamps 0:00 Introduction 1:59 Opening Comments 2:55 What Is Your Mission 3:39 Who Are You 6:00 Business vs PHD Program 7:21 Chip on The Shoulder 9:32 Partnerships Jupiter, Money Badgers, Mantle 10:27 Chip On The Shoulder (Continued) 11:55 What Is An Internet Currency 13:55 Why Was Bitcoin Better 15:46 Biggest Flaws In Bitcoin 19:17 Is Maximalism A Good Thing 21:18 Does Maximalism Help Bitcoin 22:05 Fascination With Bitcoin & Crypto 23:33 Evolution With Time 25:11 Broader Crypto Use 27:26 Partnerships Trezor Sui 28:15 Avalanche Explained Simply 28:48 Shiny Object, Why People Fall For It 33:08 Moving Towards Show Me Era 34:27 What Emin Did Different 36:45 What Did You Do Wrong 38:10 Does The Best Tech Win 40:03 Avalanche, Home of Layer Ones? 42:10 How Does Avalanche Scale 43:38 The Gaming Blockchain 48:21 Real World Assets on Defy 50:31 How Big Is RWA 50:58 Why Transformation Is Slow 52:36 FIFA On Avalanche Blockchain, Why? 53:28 Endgame For Avalanche 56:48 Personal Difficulties While Building 58:30 What Did You Change Afterwards 1:01:25 Why Live In New York 1:03:40 Debanked After Moving 1:09:05 Crypto Full Mainstream, How? 1:10:43 Biggest Prediction In 12 Months
1:12:36

E137: From exposing Bitcoin’s biggest weakness to onboarding FIFA and MapleStory - Avalanche🔺 CEO and Founder Emin Gün Sirer🔺⚔️ - founder of Ava Labs 🔺, the company behind Avalanche - shares the journey from building Karma (a pre-Bitcoin digital currency) to pioneering Avalanche, the multi-chain blockchain reshaping crypto's infrastructure. From early academic battles with Bitcoin maxis to onboarding FIFA and MapleStory Universe, this is one of the wildest rides in Web3. Timestamps 0:00 Introduction 1:59 Opening Comments 2:55 What Is Your Mission 3:39 Who Are You 6:00 Business vs PHD Program 7:21 Chip on The Shoulder 9:32 Partnerships Jupiter, Money Badgers, Mantle 10:27 Chip On The Shoulder (Continued) 11:55 What Is An Internet Currency 13:55 Why Was Bitcoin Better 15:46 Biggest Flaws In Bitcoin 19:17 Is Maximalism A Good Thing 21:18 Does Maximalism Help Bitcoin 22:05 Fascination With Bitcoin & Crypto 23:33 Evolution With Time 25:11 Broader Crypto Use 27:26 Partnerships Trezor Sui 28:15 Avalanche Explained Simply 28:48 Shiny Object, Why People Fall For It 33:08 Moving Towards Show Me Era 34:27 What Emin Did Different 36:45 What Did You Do Wrong 38:10 Does The Best Tech Win 40:03 Avalanche, Home of Layer Ones? 42:10 How Does Avalanche Scale 43:38 The Gaming Blockchain 48:21 Real World Assets on Defy 50:31 How Big Is RWA 50:58 Why Transformation Is Slow 52:36 FIFA On Avalanche Blockchain, Why? 53:28 Endgame For Avalanche 56:48 Personal Difficulties While Building 58:30 What Did You Change Afterwards 1:01:25 Why Live In New York 1:03:40 Debanked After Moving 1:09:05 Crypto Full Mainstream, How? 1:10:43 Biggest Prediction In 12 Months

MR SHIFT 🦁

93,188 görüntüleme • 1 yıl önce