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Today on MCG: Amrix 🧙🏽‍♂️ | Karma | $KARMA Karma currently is a crypto-native "everything" app which allows you to bank, spend and trade Here's the breakdown: 02:13 - Amrix's background 03:11 - $KARMA origin story 04:40 - The lesson 06:20 - MoonPay is aggressively acquiring crypto products every...

17,190 просмотров • 1 месяц назад •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

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533,748 просмотров • 1 год назад

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhood’s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoin’s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhood’s Lean Crypto Team 18:46 - Robinhood’s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhood’s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Haven’t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesn’t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhood’s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vlad’s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhood’s UX Won’t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead

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📁 2024 #이정현 챌린지 연말결산 00:00 Like I Do (1) 00:19 3D 00:36 흠뻑 00:58 첫 만남은 계획대로 되지 않아 01:22 Grillz 01:41 으르렁 01:55 JACKPOT 02:10 뉴스쿨 올드스쿨 02:37 사랑 없는 노래 02:59 Two of Hearts 03:10 때깔 03:27 전방향 미소년 03:37 전야 03:55 To. X 04:08 my alter ego 04:19 Everytime We Touch 04:34 Donkey Donkey Donk 04:49 What You Won’t Do for Love 04:59 TAP 05:29 Mongkol Challenge 05:51 Boo Thang 06:07 WISH 06:19 올 듯 말 듯 06:45 Smoothie 07:13 Boyfriend 07:29 Swag 07:50 꽁꽁 얼어붙은 한강 위로 08:04 SWEAT 08:25 Earth, Wind & Fire 08:40 포켓몬 댄스 08:53 아낀다 09:06 MILLIONS 09:21 ZOMBIE 09:33 WORK 09:51 Wet & Wild (WATERBOMB) 10:14 LIKE THAT 10:30 내가 S면 넌 나의 N이 되어줘 10:51 Small girl 11:07 STUPIDZ 11:27 Shooting Stars 11:47 Stay With Me 12:06 Treasure 12:20 Open Always Wins 12:45 Underground 13:00 Feels 13:19 Deja vu 13:34 삐그덕 13:48 태양의 후예 14:03 Chk Chk Boom 14:29 다라리 14:35 VOICEMAIL 14:53 Jus Know 15:11 Supernatural 15:36 MCNasty 15:53 Lay It Down 16:09 Loyal 16:33 MILLION DOLLAR BABY 16:49 ZOO 17:17 doodle 17:34 시카노코 (1) 17:45 Spin 17:59 시카노코 (2) 18:10 So Hot 18:30 Big Dawgs 18:44 샹하이 로맨스 19:03 Young, Wild & Free 19:31 Tell Me 19:43 꿈빛 파티시엘 19:59 APT. 20:05 Boyfriend 20:20 Hit the Floor 20:34 혀끝 21:00 LOVE, MONEY, FAME 21:28 I Don’t Care 21:47 TRIGGER 22:04 No Doubt 22:24 머리어깨무릎발 22:34 igloo 22:53 너와의 모든 지금 23:17 Maps 23:34 Knock Knock 23:42 Like I Do (2) 24:04 Santa Tell Me 24:16 Must Have Love #EVNNE #LEEJEONGHYEON #이정현

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