Video wird geladen...

Video konnte nicht geladen werden

Beim Laden dieses Videos ist ein Problem aufgetreten. Dies könnte an einem vorübergehenden Netzwerkproblem liegen oder das Video ist möglicherweise nicht verfügbar.

US equities just had their fifth consecutive losing week, with the Nasdaq down 11% YTD and the Dow entering correction territory. A second war front is opening as Yemen's Houthis launched missiles at Israel, threatening to close the Bab al-Mandab Strait alongside the already-constrained Strait of Hormuz. Oil is... back above $100, the S&P is below the 200-day SMA, and if it stays there, history points to a 13-15% drawdown that maps to a Bitcoin target in the low 50Ks. Powell gave his final speech before leaving in May, rate cut odds have collapsed, and Apple just made its biggest AI move yet. 0:00 US Equities Enter Correction Territory 2:15 How the S&P Correction Impacts Bitcoin 6:50 Yemen Houthis Open a Second War Front 8:45 Bab al-Mandab Strait and Saudi Arabia 11:24 Macro Update: Oil, the Fed, and Rate Cuts 14:25 Treasury Yields, DXY, and Bitcoin 19:28 Saylor's Bitcoin Buys and ETF Flows 23:01 David Sacks Leaves Crypto Czar Role 25:23 Powell's Final Speech Before Leaving in May 27:03 Apple's Big AI Play: Opening Siri to All Modelsshow more

VirtualBacon

231,514 subscribers

12,881 Aufrufe • vor 3 Monaten •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

0 Kommentare

Keine Kommentare verfügbar

Kommentare vom Original-Post werden hier angezeigt

Ähnliche Videos

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

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 Aufrufe • vor 4 Monaten

Q1 is officially over, and it was the worst quarter for the stock market since 2022 and for Bitcoin since 2018. Oil surged 80%, driving the entire drawdown in just 32 trading days. Tonight Trump addresses the nation on Iran at 9 PM Eastern, and this is decision week: if the S&P doesn't recover above the 200-day SMA within the next few days, history points to another 13-15% drawdown, which maps to a Bitcoin target in the low 50Ks. The core PCE delay means the next three inflation prints will all be bad regardless of what happens with the war. Here's my full Q2 game plan. 0:00 Q1 Recap: Worst Quarter Since 2022 4:17 The Iran Situation: Trump's Speech Tonight 8:45 Oil Price Is the Only Chart That Matters 14:22 Gold: the Best Macro Play Right Now 17:00 Inflation, Core PCE, and the Fed's Delay Problem 22:00 Short-Term News vs Long-Term Data 25:15 Why the Next Three Inflation Prints Will Be Bad 30:05 Unemployment: When Bad News Is Good News 33:40 S&P 200-Day SMA: Decision Week 40:15 Two Standard Deviations: the Crash Signal 42:47 Bitcoin Scenarios: 63K to Low 50Ks 48:50 Full Catalyst Calendar for Q2

Q1 is officially over, and it was the worst quarter for the stock market since 2022 and for Bitcoin since 2018. Oil surged 80%, driving the entire drawdown in just 32 trading days. Tonight Trump addresses the nation on Iran at 9 PM Eastern, and this is decision week: if the S&P doesn't recover above the 200-day SMA within the next few days, history points to another 13-15% drawdown, which maps to a Bitcoin target in the low 50Ks. The core PCE delay means the next three inflation prints will all be bad regardless of what happens with the war. Here's my full Q2 game plan. 0:00 Q1 Recap: Worst Quarter Since 2022 4:17 The Iran Situation: Trump's Speech Tonight 8:45 Oil Price Is the Only Chart That Matters 14:22 Gold: the Best Macro Play Right Now 17:00 Inflation, Core PCE, and the Fed's Delay Problem 22:00 Short-Term News vs Long-Term Data 25:15 Why the Next Three Inflation Prints Will Be Bad 30:05 Unemployment: When Bad News Is Good News 33:40 S&P 200-Day SMA: Decision Week 40:15 Two Standard Deviations: the Crash Signal 42:47 Bitcoin Scenarios: 63K to Low 50Ks 48:50 Full Catalyst Calendar for Q2

VirtualBacon

17,811 Aufrufe • vor 3 Monaten

Oil just hit $85 and Wall Street is projecting $100+. The Strait of Hormuz has been blocked for 6 days. JP Morgan says producers run out of storage in 25 days. Here's why this could be the crisis that finally triggers massive rate cuts and QE by Q3. 0:00 Intro: Day 6 of the Iran War & Oil Crisis 0:55 War Update: US Sinks Iranian Warship, Escalation Continues 4:44 Strait of Hormuz Blocked: The Oil Supply & Storage Problem 7:41 JP Morgan: 25 Days Before Oil Production Shuts Down 9:13 Wall Street Oil Price Projections ($85 → $100+) 16:50 What $90-$100+ Oil Means for Inflation & the Fed 19:22 Fed Timeline: Why Rate Cuts Are Blocked Until August 25:09 What This Means for Bitcoin & Crypto 28:04 The Engineered Crisis Theory (Trump + Kevin Warsh) 35:37 Arthur Hayes' Thesis: Short-Term Pain → Massive QE 38:29 My Strategy: DCA Bitcoin & Prepare for Volatility 41:50 Why This Time the Timeline Actually Lines Up 45:12 Outro

Oil just hit $85 and Wall Street is projecting $100+. The Strait of Hormuz has been blocked for 6 days. JP Morgan says producers run out of storage in 25 days. Here's why this could be the crisis that finally triggers massive rate cuts and QE by Q3. 0:00 Intro: Day 6 of the Iran War & Oil Crisis 0:55 War Update: US Sinks Iranian Warship, Escalation Continues 4:44 Strait of Hormuz Blocked: The Oil Supply & Storage Problem 7:41 JP Morgan: 25 Days Before Oil Production Shuts Down 9:13 Wall Street Oil Price Projections ($85 → $100+) 16:50 What $90-$100+ Oil Means for Inflation & the Fed 19:22 Fed Timeline: Why Rate Cuts Are Blocked Until August 25:09 What This Means for Bitcoin & Crypto 28:04 The Engineered Crisis Theory (Trump + Kevin Warsh) 35:37 Arthur Hayes' Thesis: Short-Term Pain → Massive QE 38:29 My Strategy: DCA Bitcoin & Prepare for Volatility 41:50 Why This Time the Timeline Actually Lines Up 45:12 Outro

VirtualBacon

27,658 Aufrufe • vor 4 Monaten

Every time the S&P drops 1%, $BTC drops about 2%. This ratio has held consistently through every correction this cycle. Right now the S&P is sitting on its 200-day moving average, and if it loses that level, history says a 13-15% drawdown follows. That maps to Bitcoin in the low $70Ks, which lines up almost perfectly with the 2024 breakout retest zone. I'm not panicking, but I am watching that level closely.

Every time the S&P drops 1%, $BTC drops about 2%. This ratio has held consistently through every correction this cycle. Right now the S&P is sitting on its 200-day moving average, and if it loses that level, history says a 13-15% drawdown follows. That maps to Bitcoin in the low $70Ks, which lines up almost perfectly with the 2024 breakout retest zone. I'm not panicking, but I am watching that level closely.

VirtualBacon

22,714 Aufrufe • vor 3 Monaten

🇾🇪🇮🇱 Yemen just escalated the war They’ve launched missiles at Israel and are now threatening to block the Bab el-Mandeb Strait, a key global trade route. This is critical because that strait handles a major share of oil shipments to Europe. Last time it was disrupted, around 10% of flows were affected. Now combine that with tensions in the Strait of Hormuz, and you have 2 of the world’s main energy chokepoints at risk. If Bab el-Mandeb closes, ships reroute around Africa, driving up time, costs, and global prices. Yemen is also warning that any country supporting the U.S. or Israel could become a target. This is how a regional war could collapse the global economy. Source: worldhistorynetwork

🇾🇪🇮🇱 Yemen just escalated the war They’ve launched missiles at Israel and are now threatening to block the Bab el-Mandeb Strait, a key global trade route. This is critical because that strait handles a major share of oil shipments to Europe. Last time it was disrupted, around 10% of flows were affected. Now combine that with tensions in the Strait of Hormuz, and you have 2 of the world’s main energy chokepoints at risk. If Bab el-Mandeb closes, ships reroute around Africa, driving up time, costs, and global prices. Yemen is also warning that any country supporting the U.S. or Israel could become a target. This is how a regional war could collapse the global economy. Source: worldhistorynetwork

Mario Nawfal

346,091 Aufrufe • vor 3 Monaten

It was great to have Jordi Visser back on the show to discuss macro breaking points - Iran War, energy shortages and AI disruption. His takeaway: Bitcoin is the best macro trade he's ever seen. Timestamps: 00:00 Do Our Leaders Have a Plan? 2:37 Iran, the Strait of Hormuz & Energy Markets 6:35 Helium Issues Rising 7:45 Strait of Hormuz Closure, Longer War Ahead? 9:44 Inflation Heading Back to 4–5% 10:39 How to Position as an Investor Right Now 13:51 AI Disrupting Industries 19:17 OnlyFans, Young People & the Broken Economy 21:36 How Deep Does AI Really Go? Jordi's Daily Practice 23:12 Rising Price of AI Chatbots 24:04 Intersection of AI & Bitcoin 26:32 Bitcoin Adoption 31:28 Risks and Opportunities

It was great to have Jordi Visser back on the show to discuss macro breaking points - Iran War, energy shortages and AI disruption. His takeaway: Bitcoin is the best macro trade he's ever seen. Timestamps: 00:00 Do Our Leaders Have a Plan? 2:37 Iran, the Strait of Hormuz & Energy Markets 6:35 Helium Issues Rising 7:45 Strait of Hormuz Closure, Longer War Ahead? 9:44 Inflation Heading Back to 4–5% 10:39 How to Position as an Investor Right Now 13:51 AI Disrupting Industries 19:17 OnlyFans, Young People & the Broken Economy 21:36 How Deep Does AI Really Go? Jordi's Daily Practice 23:12 Rising Price of AI Chatbots 24:04 Intersection of AI & Bitcoin 26:32 Bitcoin Adoption 31:28 Risks and Opportunities

Natalie Brunell ⚡️

176,688 Aufrufe • vor 3 Monaten

Bitcoin 2026 in Las Vegas is WEEKS away! We break down what's new (hint: AI!), what's changed, and why this year's conference is unlike any before. From a brand-new Deal Day to the 5th Annual Women of Bitcoin celebrating Senator Cynthia Lummis, this is your inside look at the biggest Bitcoin event of the year. 🎟️ Get discounted tickets → Use code: HODL at TIMESTAMPS: 00:00 Gearing Up For Bitcoin Conference 2026 2:23 What to Expect at Bitcoin 2026 6:25 AI, Emerging Tech & Bitcoin 6:51 Bitcoin 2026 Speakers 8:16 Bitcoin in a Bear Market 9:18 How the Bitcoin Conference Can Change Your Career 12:12 Women of Bitcoin: 5th Anniversary Updates 13:17 Honoring Senator Cynthia Lummis 15:27 Bitcoin for Corporations Symposium & Deal Day 16:45 Will President Trump be at Bitcoin 2026? 17:45 Governor Newsom and Bitcoin 18:14 Is the Bitcoin Conference Worth the Cost? 19:33 Bitcoin Conference Socializing 24:06 Retail Adoption & Bitcoin Treasury Companies

Natalie Brunell ⚡️

44,403 Aufrufe • vor 4 Monaten

AMERICA AND BITCOIN A historical speech. Here is Donald Trump's full speech at the Bitcoin Conference with timestamps and transcript. TIMESTAMPS 1:36 - Shoutouts to David Bailey, Winklevosses, Michael Saylor, Cathie Wood, Ron Paul and Rand Paul, Vivek, and the victims of the July 13 assassination attempt. 7:00 - How Bitcoin rose from an idea on an anonymous message board to the 9th most valuable asset in the world. 10:00 - America is a nation in decline, and we cannot let China dominate Bitcoin. The US must lead in tech, science, manufacturing, AI, space, and power generation. 14:50 - Bitcoin will be mined, minted, and made in the USA. If it goes to the moon, it'll get there from America. 16:20 - How the Biden/Harris administration has waged war on crypto for the last three and a half years, by choking off banking support. 22:00 - The Biden/Harris administration is against Bitcoin, because it stands for freedom, sovereignty, and independence from government coercion and control. 25:00 - The day Trump takes the oath of office, Joe Biden, Kamala Harris, and Elizabeth Warren's anti-crypto crusade will be done. He will fire Gary Gensler on day one! 27:57 - Trump commits to immediately shutting down Operation Chokepoint 2.0, and creating a Bitcoin and Crypto Presidential Advisory Council. In 100 days, fair rules written by people who want crypto to thrive. 29:28 - There will never be a CBDC. And he will defend the right to self-custody, freedom of transaction, freedom of association, and freedom of speech. 30:25 - He'll support USD stablecoins and global savings in Bitcoin. And he recognizes that the behavior of the current US government is the threat to the dollar, not Bitcoin. 35:30 - Biden/Harris has presided over the biggest inflation in the history of America. 38:30 - Inflation destroyed Weimar Germany. Bitcoiners understood inflation better than anyone else. Inflation is stealth taxation, a national disgrace. 43:30 - Make the US the lowest cost energy producer in the world, given its natural resources, and turn it into a Bitcoin mining powerhouse. Americans will not need to move to China. 44:20 - The US government has violated the cardinal rule: never sell your Bitcoin. He will stop the US government from selling its Bitcoin. This will serve as the core of the strategic national Bitcoin stockpile. 46:00 - He will commute the life sentence of Ross Ulbricht to time served. 46:26 - He commits to becoming the pro-innovation, pro-Bitcoin, and pro-tech president that America deserves. And will make America and Bitcoin stronger, richer, freer, and greater than ever before. Full transcript in next post. 👇

AMERICA AND BITCOIN A historical speech. Here is Donald Trump's full speech at the Bitcoin Conference with timestamps and transcript. TIMESTAMPS 1:36 - Shoutouts to David Bailey, Winklevosses, Michael Saylor, Cathie Wood, Ron Paul and Rand Paul, Vivek, and the victims of the July 13 assassination attempt. 7:00 - How Bitcoin rose from an idea on an anonymous message board to the 9th most valuable asset in the world. 10:00 - America is a nation in decline, and we cannot let China dominate Bitcoin. The US must lead in tech, science, manufacturing, AI, space, and power generation. 14:50 - Bitcoin will be mined, minted, and made in the USA. If it goes to the moon, it'll get there from America. 16:20 - How the Biden/Harris administration has waged war on crypto for the last three and a half years, by choking off banking support. 22:00 - The Biden/Harris administration is against Bitcoin, because it stands for freedom, sovereignty, and independence from government coercion and control. 25:00 - The day Trump takes the oath of office, Joe Biden, Kamala Harris, and Elizabeth Warren's anti-crypto crusade will be done. He will fire Gary Gensler on day one! 27:57 - Trump commits to immediately shutting down Operation Chokepoint 2.0, and creating a Bitcoin and Crypto Presidential Advisory Council. In 100 days, fair rules written by people who want crypto to thrive. 29:28 - There will never be a CBDC. And he will defend the right to self-custody, freedom of transaction, freedom of association, and freedom of speech. 30:25 - He'll support USD stablecoins and global savings in Bitcoin. And he recognizes that the behavior of the current US government is the threat to the dollar, not Bitcoin. 35:30 - Biden/Harris has presided over the biggest inflation in the history of America. 38:30 - Inflation destroyed Weimar Germany. Bitcoiners understood inflation better than anyone else. Inflation is stealth taxation, a national disgrace. 43:30 - Make the US the lowest cost energy producer in the world, given its natural resources, and turn it into a Bitcoin mining powerhouse. Americans will not need to move to China. 44:20 - The US government has violated the cardinal rule: never sell your Bitcoin. He will stop the US government from selling its Bitcoin. This will serve as the core of the strategic national Bitcoin stockpile. 46:00 - He will commute the life sentence of Ross Ulbricht to time served. 46:26 - He commits to becoming the pro-innovation, pro-Bitcoin, and pro-tech president that America deserves. And will make America and Bitcoin stronger, richer, freer, and greater than ever before. Full transcript in next post. 👇

Balaji

1,287,814 Aufrufe • vor 2 Jahren

The world has moved closer to a bitcoin standard over the last few months. I sat down with Saifedean Ammous to understand what is happening, why bitcoin will eat gold & the US dollar, and why he thinks everyone is underestimating what is happening right in front of our eyes. This was a great conversation filled with unique insights. Enjoy! YouTube: Spotify: Apple Podcast: TIMESTAMPS: 0:00 - Intro 1:15 - Are we headed to a bitcoin reserve currency? 4:36 - What role do stablecoins play? 9:51 - Impact of US bitcoin strategic reserve 12:38 - Can gold continue its rally? 18:32 - Are bitcoin ETFs a net positive? 21:23 - Can a company have too much bitcoin? 25:20 - Altcoins and rest of crypto market 29:30 - The current worldview of US 37:36 - Tariffs and global trade 52:14 - Uncertainty and messaging around tariffs 59:00 - What should Trump do? 1:02:01 - How to use bitcoin as the solution 1:04:28 - Future of robotics and payments 1:08:12 - Where to follow Saifedean

The world has moved closer to a bitcoin standard over the last few months. I sat down with Saifedean Ammous to understand what is happening, why bitcoin will eat gold & the US dollar, and why he thinks everyone is underestimating what is happening right in front of our eyes. This was a great conversation filled with unique insights. Enjoy! YouTube: Spotify: Apple Podcast: TIMESTAMPS: 0:00 - Intro 1:15 - Are we headed to a bitcoin reserve currency? 4:36 - What role do stablecoins play? 9:51 - Impact of US bitcoin strategic reserve 12:38 - Can gold continue its rally? 18:32 - Are bitcoin ETFs a net positive? 21:23 - Can a company have too much bitcoin? 25:20 - Altcoins and rest of crypto market 29:30 - The current worldview of US 37:36 - Tariffs and global trade 52:14 - Uncertainty and messaging around tariffs 59:00 - What should Trump do? 1:02:01 - How to use bitcoin as the solution 1:04:28 - Future of robotics and payments 1:08:12 - Where to follow Saifedean

Anthony Pompliano 🌪

134,716 Aufrufe • vor 1 Jahr

I sat down with Jeff Park (Jeff Park) to go on a macro global tour — from Argentina to China to London and back to the U.S. — breaking down what’s happening in different economies. We cover why the US dollar, gold, bitcoin, and global swap lines all matter right now. We also discuss market sentiment, bitcoin’s recent price action compared to gold, and whether investors should actually be worried. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:05 - Argentina’s economy and dollar swap lines 7:19 - Why the US is buying pesos before bitcoin 10:51 - Bitcoin as a strategic reserve asset 12:45 - China’s trade war and capital flows 17:49 - Lessons from the Bank of England and gold’s staying power 23:11 - How bitcoin could follow gold’s path 27:09 - Founding of America and monetary history 30:43 - Market sentiment and crypto disappointment 32:53 - Bitcoin adoption and trade-offs

I sat down with Jeff Park (Jeff Park) to go on a macro global tour — from Argentina to China to London and back to the U.S. — breaking down what’s happening in different economies. We cover why the US dollar, gold, bitcoin, and global swap lines all matter right now. We also discuss market sentiment, bitcoin’s recent price action compared to gold, and whether investors should actually be worried. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:05 - Argentina’s economy and dollar swap lines 7:19 - Why the US is buying pesos before bitcoin 10:51 - Bitcoin as a strategic reserve asset 12:45 - China’s trade war and capital flows 17:49 - Lessons from the Bank of England and gold’s staying power 23:11 - How bitcoin could follow gold’s path 27:09 - Founding of America and monetary history 30:43 - Market sentiment and crypto disappointment 32:53 - Bitcoin adoption and trade-offs

Anthony Pompliano 🌪

52,702 Aufrufe • vor 9 Monaten

BITCOIN RAILS #55: WHAT HAPPENED TO BITCOIN TREASURY COMPANIES? | with David Bailey🇵🇷 $2.0mm/btc is the floor & Brandon 🔗 YOUTUBE: 🌿 SPOTIFY: This most recent bull market was inarguably defined by one dominant narrative: the rise of Bitcoin treasury companies and their dramatic retracement as crypto "DATs" flooded markets. David Bailey🇵🇷 $2.0mm/btc is the floor — former CEO of Bitcoin Inc. (Bitcoin Magazine bitcoin conference) — raised $760M for treasury company Nakamoto, which catapulted to a peak valuation of 33X MNAV before sliding down below MNAV after a seeming burst in treasury mania last year. David joins me and the newly appointed CEO of Bitcoin Inc. Brandon, to share the history of one of the most influential companies in Bitcoin history (Bitcoin Inc.), how their treasury play changed everything, and what we can expect from Bitcoin treasury companies moving through 2026 and beyond. In this episode, the three of us discuss: - The history of Bitcoin Inc., and the rise of Bitcoin Magazine and Bitcoin Conference empire. - The role of UTXO Management (VC and trading fund) in the team's strategy over time - How the fund’s entry into Metaplanet Inc. and their subsequent seeding of nearly a dozen Bitcoin Treasury companies since - The rise of Nakamoto and its subsequent 99% slide in price from ATHs - How David sees the Treasury thesis playing out from here… and projected winners and losers when/if these companies rebound. This episode of Bitcoin Rails is powered by: - Best In Slot (Best in Slot | BRC2.0 🧑‍🍳) — the leading API for Ordinals and BRC20 data aggregation and indexing. - Spark (Lightspark) — a statechains implementation advancing Bitcoin-powered payments. - Citrea (Citrea | Mainnet Live 🍊🍋) — a leading Bitcoin rollup technology and BitVM alliance contributor. TIMESTAMPS 00:00 Intro 01:45 Hit Pieces and Psyop Jokes 05:53 David Bailey Origin Story 12:24 Buying Bitcoin Magazine 15:18 Early Spam “Wars” 19:55 BM Experimentation Phase 26:33 Defining What “Bitcoin Only” Means 32:39 What Being a Bitcoin Maxi Means 34:47 Bitcoin L2 Over Altchains 37:00 Why Securities Matter 41:23 Going Bitcoin Only 46:47 Bitcoin Conference Explosion 54:10 UTXO Bets And Treasury Wave 01:12:10 Seeding Treasury Startups 01:15:44 Taking Nakamoto Public 01:32:51 Treasury Thesis Future Products

BITCOIN RAILS #55: WHAT HAPPENED TO BITCOIN TREASURY COMPANIES? | with David Bailey🇵🇷 $2.0mm/btc is the floor & Brandon 🔗 YOUTUBE: 🌿 SPOTIFY: This most recent bull market was inarguably defined by one dominant narrative: the rise of Bitcoin treasury companies and their dramatic retracement as crypto "DATs" flooded markets. David Bailey🇵🇷 $2.0mm/btc is the floor — former CEO of Bitcoin Inc. (Bitcoin Magazine bitcoin conference) — raised $760M for treasury company Nakamoto, which catapulted to a peak valuation of 33X MNAV before sliding down below MNAV after a seeming burst in treasury mania last year. David joins me and the newly appointed CEO of Bitcoin Inc. Brandon, to share the history of one of the most influential companies in Bitcoin history (Bitcoin Inc.), how their treasury play changed everything, and what we can expect from Bitcoin treasury companies moving through 2026 and beyond. In this episode, the three of us discuss: - The history of Bitcoin Inc., and the rise of Bitcoin Magazine and Bitcoin Conference empire. - The role of UTXO Management (VC and trading fund) in the team's strategy over time - How the fund’s entry into Metaplanet Inc. and their subsequent seeding of nearly a dozen Bitcoin Treasury companies since - The rise of Nakamoto and its subsequent 99% slide in price from ATHs - How David sees the Treasury thesis playing out from here… and projected winners and losers when/if these companies rebound. This episode of Bitcoin Rails is powered by: - Best In Slot (Best in Slot | BRC2.0 🧑‍🍳) — the leading API for Ordinals and BRC20 data aggregation and indexing. - Spark (Lightspark) — a statechains implementation advancing Bitcoin-powered payments. - Citrea (Citrea | Mainnet Live 🍊🍋) — a leading Bitcoin rollup technology and BitVM alliance contributor. TIMESTAMPS 00:00 Intro 01:45 Hit Pieces and Psyop Jokes 05:53 David Bailey Origin Story 12:24 Buying Bitcoin Magazine 15:18 Early Spam “Wars” 19:55 BM Experimentation Phase 26:33 Defining What “Bitcoin Only” Means 32:39 What Being a Bitcoin Maxi Means 34:47 Bitcoin L2 Over Altchains 37:00 Why Securities Matter 41:23 Going Bitcoin Only 46:47 Bitcoin Conference Explosion 54:10 UTXO Bets And Treasury Wave 01:12:10 Seeding Treasury Startups 01:15:44 Taking Nakamoto Public 01:32:51 Treasury Thesis Future Products

Isabel Foxen Duke⚡️

35,495 Aufrufe • vor 4 Monaten

Jerome Powell, why must you be so cruel? The latest FOMC meeting announced expectations of fewer cuts than expected in 2025. This sent the Stock and Crypto Markets tumbling, with Bitcoin going from $108K to under $97K in just 48 hrs. BUT, I think this is a massive opportunity. I still think we are in full bull market mode and this is just a correction. 01:59 - Bitcoin Trend Analysis 06:22 - How to survive volatility 09:43 - December FOMC Summary 10:36 - Why slow rate cuts is good 12:52 - Slow rate cut means no recession 16:51 - Unemployment Rate is falling, very good! 19:01 - Inflation is rising again, what this means for assets 20:48 - Money printing delayed until January 29 23:30 - Why money printing is inevitable in next few months 26:03 - US Debt can only be solved by money printing 28:03 - How to track money printer in next FOMC 35:28 - Summary

Jerome Powell, why must you be so cruel? The latest FOMC meeting announced expectations of fewer cuts than expected in 2025. This sent the Stock and Crypto Markets tumbling, with Bitcoin going from $108K to under $97K in just 48 hrs. BUT, I think this is a massive opportunity. I still think we are in full bull market mode and this is just a correction. 01:59 - Bitcoin Trend Analysis 06:22 - How to survive volatility 09:43 - December FOMC Summary 10:36 - Why slow rate cuts is good 12:52 - Slow rate cut means no recession 16:51 - Unemployment Rate is falling, very good! 19:01 - Inflation is rising again, what this means for assets 20:48 - Money printing delayed until January 29 23:30 - Why money printing is inevitable in next few months 26:03 - US Debt can only be solved by money printing 28:03 - How to track money printer in next FOMC 35:28 - Summary

VirtualBacon

110,423 Aufrufe • vor 1 Jahr

"I haven't sold a single sat." Michael Saylor (Michael Saylor) is Executive Chairman of Strategy, the largest corporate holder of Bitcoin on earth. While crypto twitter blamed him for the correction over a 32-coin sale, he sat down with me in Prague and explained why Bitcoin is really lagging and why it has almost nothing to do with Bitcoin. "We bought 175,000 Bitcoin this year, which is like 20% of all the Bitcoin ever bought. We sold 32. 32 works out to be two basis points." We cover: - Why Bitcoin is lagging while the S&P prints all-time highs, the "massive AI black hole" pulling capital out of crypto - Why he thinks the money rotates back by Q4 - The 32-BTC sale, the scapegoat dynamic, and why he hasn't sold a sat of his own - Why a 50% drawdown is normal, the 2022 one was 75% - The Apple and Amazon adoption curve, and the "Warren Buffett moment" he says is still coming - What actually happens to Strategy if Bitcoin stalls for 40 years - Why he believes being irrelevant is the only thing worse than being hated Thanks to Michael for coming on New Era Finance Podcast. Highlights: 00:00 - Intro 00:25 - Bitcoin Is Now Digital Capital 03:30 - Digital Credit, Invented In 12 Months 07:40 - Why Bitcoin Is Lagging The Market 12:15 - The Apple & Amazon Comparison 18:30 - Did Saylor Sell His Bitcoin? 21:00 - We Bought 175,000. We Sold 32. 25:00 - Defending The Credit & The Equity 29:30 - What If Bitcoin Stalls For 40 Years? 33:00 - The Warren Buffett Moment Is Coming 37:00 - Being Hated vs Being Irrelevant

"I haven't sold a single sat." Michael Saylor (Michael Saylor) is Executive Chairman of Strategy, the largest corporate holder of Bitcoin on earth. While crypto twitter blamed him for the correction over a 32-coin sale, he sat down with me in Prague and explained why Bitcoin is really lagging and why it has almost nothing to do with Bitcoin. "We bought 175,000 Bitcoin this year, which is like 20% of all the Bitcoin ever bought. We sold 32. 32 works out to be two basis points." We cover: - Why Bitcoin is lagging while the S&P prints all-time highs, the "massive AI black hole" pulling capital out of crypto - Why he thinks the money rotates back by Q4 - The 32-BTC sale, the scapegoat dynamic, and why he hasn't sold a sat of his own - Why a 50% drawdown is normal, the 2022 one was 75% - The Apple and Amazon adoption curve, and the "Warren Buffett moment" he says is still coming - What actually happens to Strategy if Bitcoin stalls for 40 years - Why he believes being irrelevant is the only thing worse than being hated Thanks to Michael for coming on New Era Finance Podcast. Highlights: 00:00 - Intro 00:25 - Bitcoin Is Now Digital Capital 03:30 - Digital Credit, Invented In 12 Months 07:40 - Why Bitcoin Is Lagging The Market 12:15 - The Apple & Amazon Comparison 18:30 - Did Saylor Sell His Bitcoin? 21:00 - We Bought 175,000. We Sold 32. 25:00 - Defending The Credit & The Equity 29:30 - What If Bitcoin Stalls For 40 Years? 33:00 - The Warren Buffett Moment Is Coming 37:00 - Being Hated vs Being Irrelevant

Michaël van de Poppe

473,305 Aufrufe • vor 28 Tagen

My brand new interview with Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com We discuss his bullish outlook on Bitcoin (new ATH this fall?), the national debt, Fed policy, corporate treasury boom, the U.S. acquiring Bitcoin and more. Let us know what you think in the comments below. Timecodes: 00:00 Tom Lee’s Market Outlook: Wall Street & U.S. Economy 1:27 Why Skepticism Is Good for the Markets 1:56 Why Tom Lee Is Bullish on Bitcoin and S&P 500 5:53 Government Debt: A Growing Economic Concern? 6:58 Should the Fed Cut Interest Rates? 8:46 What Happens If the Fed Lowers Rates? 9:38 Bitcoin Price Outlook: What’s Next? 10:47 Corporate Bitcoin Treasuries: Who’s Leading the Way? 12:45 Top Companies Holding Bitcoin in Treasury 14:04 Semler Scientific: Bitcoin as a Treasury Reserve 15:25 Fundstrat Strategy Breakdown: Key Offerings 18:48 Trump: “Bitcoin Is the New Oil” - What It Means 19:45 Can the U.S. Government Nationalize a Bitcoin Company? 22:57 Ethereum Investment: Why Tom Lee Is Buying 26:55 What Are the Risks of Holding Ethereum? 28:39 What Single Asset Would Tom Bet On?

Natalie Brunell ⚡️

236,850 Aufrufe • vor 11 Monaten

Welcome Back to The Hurdle Rate. Episode 58: Exponential Innovation The crew is back this week diving into Strive’s evolution into “The Daily Dividend Company” and what that could mean for the future of financial products. They discuss the experience of ringing the opening bell at Nasdaq, break down how Strive paid off its debt, and explore just how large this opportunity could become. Finally, they unpack the infrastructure operating behind the scenes and how Bitcoin could play a major role in Strive’s future. Here's the latest with Tim Kotzman, Matt Cole, Jeff Walton, and Ben Werkman. 0:00 - Welcome Back to The Hurdle Rate 2:00 - Strive: The Daily Dividend Company 6:02 - Ringing The Opening Bell at Nasdaq 24:20 - How Strive Paid Off Its Debt 27:30 - How Big Is This Idea? 41:51 - The Infrastructure Behind The Scenes 47:30 - How Bitcoin Will Be Involved In Strive’s Future

Welcome Back to The Hurdle Rate. Episode 58: Exponential Innovation The crew is back this week diving into Strive’s evolution into “The Daily Dividend Company” and what that could mean for the future of financial products. They discuss the experience of ringing the opening bell at Nasdaq, break down how Strive paid off its debt, and explore just how large this opportunity could become. Finally, they unpack the infrastructure operating behind the scenes and how Bitcoin could play a major role in Strive’s future. Here's the latest with Tim Kotzman, Matt Cole, Jeff Walton, and Ben Werkman. 0:00 - Welcome Back to The Hurdle Rate 2:00 - Strive: The Daily Dividend Company 6:02 - Ringing The Opening Bell at Nasdaq 24:20 - How Strive Paid Off Its Debt 27:30 - How Big Is This Idea? 41:51 - The Infrastructure Behind The Scenes 47:30 - How Bitcoin Will Be Involved In Strive’s Future

The Hurdle Rate Podcast

119,020 Aufrufe • vor 2 Monaten

I sat down with Nik Bhatia, ex-Treasury bond trader, USC professor, and author of Layered Money and The Bitcoin Age. While Bloomberg's Mike McGlone is calling Bitcoin to $10,000, Nik Bhatia says $1 million is coming sooner than anyone thinks. "The US built the global dollar system but lost control over how it works. $12-15 trillion in offshore Eurodollar claims operate outside any American regulatory authority. Stablecoins are the tool that brings it all back." He just published a paper with the Bitcoin Policy Institute and is presenting it in Washington DC this week. Full episode on New Era Finance Podcast. TIMESTAMPS: 00:00 — Why $1 Million Bitcoin is Inevitable 05:00 — The $15 Trillion Eurodollar Problem 12:00 — Stablecoins as Statecraft: His DC Paper 18:00 — The GENIUS Act Changes Everything 25:00 — Why the Fed Already Lost Control 32:00 — Bitcoin is Replacing the Treasury Bond 40:00 — Layered Money: How the System Actually Works 48:00 — Why This is the Time to Buy Bitcoin 55:00 — The Macro Reset Nobody Sees Coming

I sat down with Nik Bhatia, ex-Treasury bond trader, USC professor, and author of Layered Money and The Bitcoin Age. While Bloomberg's Mike McGlone is calling Bitcoin to $10,000, Nik Bhatia says $1 million is coming sooner than anyone thinks. "The US built the global dollar system but lost control over how it works. $12-15 trillion in offshore Eurodollar claims operate outside any American regulatory authority. Stablecoins are the tool that brings it all back." He just published a paper with the Bitcoin Policy Institute and is presenting it in Washington DC this week. Full episode on New Era Finance Podcast. TIMESTAMPS: 00:00 — Why $1 Million Bitcoin is Inevitable 05:00 — The $15 Trillion Eurodollar Problem 12:00 — Stablecoins as Statecraft: His DC Paper 18:00 — The GENIUS Act Changes Everything 25:00 — Why the Fed Already Lost Control 32:00 — Bitcoin is Replacing the Treasury Bond 40:00 — Layered Money: How the System Actually Works 48:00 — Why This is the Time to Buy Bitcoin 55:00 — The Macro Reset Nobody Sees Coming

Michaël van de Poppe

45,404 Aufrufe • vor 2 Monaten

My Bitcoin Treasury discussion with Joe Burnett, MSBA. 0:00 – Intro 1:00 – First priority as Director of Bitcoin Strategy 3:11 – Should Bitcoin companies copy MSTR’s preferreds? 5:02 – Structuring credit: BTC Ratings from 2 to 10 6:25 – Long-term CAGR for Bitcoin vs. S&P 500 8:28 – Why Bitcoin has fewer risks than stocks 10:36 – The global index with no counterparty risk 15:14 – Is Bitcoin a global productivity index? 16:56 – Will MSTR join the S&P 500? 18:14 – Why Vanguard owns MSTR 19:23 – Unlocking passive capital for Bitcoin 21:14 – Why BTC companies magnetize capital 23:24 – Mag 7 adoption playbook: fast vs. slow 25:47 – Most CEOs don’t want the money 27:15 – Who should adopt Bitcoin—and who won’t 29:20 – Why MSTR is going all-in on preferreds 31:21 – Preferreds are better than convertibles 32:32 – Will BTC companies still trade above NAV in bear markets? 34:09 – Why 2022 was a crypto-catalyzed bear market 35:14 – The difference between 1.1x and 100x leverage 37:07 – How to defend BTC NAV with credit instruments 39:14 – How to create a Bitcoin short squeeze 41:20 – Why shorts don’t have the courage 43:20 – The future of BTC-backed credit and equity 45:04 – A new theory of Bitcoin corporate finance 49:30 – Copy MSTR: it’s good for everyone 50:26 – Harvard’s outdated Bitcoin case study 52:16 – Why the smartest firms are making bad moves 54:16 – Why academics ignore Strategy’s success 55:15 – How the world could look in four years 57:09 – Final thoughts and wrap-up

My Bitcoin Treasury discussion with Joe Burnett, MSBA. 0:00 – Intro 1:00 – First priority as Director of Bitcoin Strategy 3:11 – Should Bitcoin companies copy MSTR’s preferreds? 5:02 – Structuring credit: BTC Ratings from 2 to 10 6:25 – Long-term CAGR for Bitcoin vs. S&P 500 8:28 – Why Bitcoin has fewer risks than stocks 10:36 – The global index with no counterparty risk 15:14 – Is Bitcoin a global productivity index? 16:56 – Will MSTR join the S&P 500? 18:14 – Why Vanguard owns MSTR 19:23 – Unlocking passive capital for Bitcoin 21:14 – Why BTC companies magnetize capital 23:24 – Mag 7 adoption playbook: fast vs. slow 25:47 – Most CEOs don’t want the money 27:15 – Who should adopt Bitcoin—and who won’t 29:20 – Why MSTR is going all-in on preferreds 31:21 – Preferreds are better than convertibles 32:32 – Will BTC companies still trade above NAV in bear markets? 34:09 – Why 2022 was a crypto-catalyzed bear market 35:14 – The difference between 1.1x and 100x leverage 37:07 – How to defend BTC NAV with credit instruments 39:14 – How to create a Bitcoin short squeeze 41:20 – Why shorts don’t have the courage 43:20 – The future of BTC-backed credit and equity 45:04 – A new theory of Bitcoin corporate finance 49:30 – Copy MSTR: it’s good for everyone 50:26 – Harvard’s outdated Bitcoin case study 52:16 – Why the smartest firms are making bad moves 54:16 – Why academics ignore Strategy’s success 55:15 – How the world could look in four years 57:09 – Final thoughts and wrap-up

Michael Saylor

483,895 Aufrufe • vor 1 Jahr

The Dollar is Rotten: A Winemakers Journey to Bitcoin w/ Ben Justman Ben Justman🍷 joins Eric V Stacks to explore the spiritual and agricultural roots of winemaking, how Bitcoin reshaped his understanding of scarcity, and why all problems trace back to fiat. They discuss addiction and its relationship to fiat currency, how Bitcoin is fuel for an optimistic outlook on life, and how the only thing more scarce than Bitcoin, is time. 0:00 – WiM Episode Trailer 1:09 – Ben’s Background in Winemaking 7:13 – The Art and Philosophy of Winemaking 15:29 – Bitcoin and the Commodification of Wine 24:17 – iCoin Bitcoin Wallet 25:47 – Cowbolt: Settle in Bitcoin 27:02 – Fertilization and Soil Remineralization 28:49 – Ben’s Discovery of Bitcoin 32:09 – Selling Wine Direct-to-Consumer Online 41:24 – Heart and Soil Supplements 42:24 – Mine Bitcoin with Blockware Solutions 43:49 – Why Wine Causes Hangovers 55:04 – Addiction, Fiat Currency, and the History of Wine 1:00:59 – Helping Lightning Startups with In Wolf’s Clothing 1:01:52 – Onramp Bitcoin Custody 1:03:15 – Pesticides, Organics, and Sulfur in Wine 1:11:02 – Hedging Business Risk with a Bitcoin Treasury 1:18:40 – Mind Lab Pro Supplements 1:19:50 – Buy Bitcoin with Coinbits 1:21:00 – Bitcoin at Steak n Shake 1:26:06 – SBR, Politics, and Trump 1:30:33 – How Bitcoin Fuels Optimism 1:34:50 – All Problems Are Fiat Problems 1:38:55 – Bitcoin Is Improving Lives Beyond Its Users 1:43:02 – The Farm at Okefenokee 1:44:12 – Orange Pill App 1:44:37 – Trying Ben’s New Pinot Noir 1:56:21 – Wine, Bitcoin, and the Scarcity of Time 2:00:44 – Where to Find Ben Justman

The Dollar is Rotten: A Winemakers Journey to Bitcoin w/ Ben Justman Ben Justman🍷 joins Eric V Stacks to explore the spiritual and agricultural roots of winemaking, how Bitcoin reshaped his understanding of scarcity, and why all problems trace back to fiat. They discuss addiction and its relationship to fiat currency, how Bitcoin is fuel for an optimistic outlook on life, and how the only thing more scarce than Bitcoin, is time. 0:00 – WiM Episode Trailer 1:09 – Ben’s Background in Winemaking 7:13 – The Art and Philosophy of Winemaking 15:29 – Bitcoin and the Commodification of Wine 24:17 – iCoin Bitcoin Wallet 25:47 – Cowbolt: Settle in Bitcoin 27:02 – Fertilization and Soil Remineralization 28:49 – Ben’s Discovery of Bitcoin 32:09 – Selling Wine Direct-to-Consumer Online 41:24 – Heart and Soil Supplements 42:24 – Mine Bitcoin with Blockware Solutions 43:49 – Why Wine Causes Hangovers 55:04 – Addiction, Fiat Currency, and the History of Wine 1:00:59 – Helping Lightning Startups with In Wolf’s Clothing 1:01:52 – Onramp Bitcoin Custody 1:03:15 – Pesticides, Organics, and Sulfur in Wine 1:11:02 – Hedging Business Risk with a Bitcoin Treasury 1:18:40 – Mind Lab Pro Supplements 1:19:50 – Buy Bitcoin with Coinbits 1:21:00 – Bitcoin at Steak n Shake 1:26:06 – SBR, Politics, and Trump 1:30:33 – How Bitcoin Fuels Optimism 1:34:50 – All Problems Are Fiat Problems 1:38:55 – Bitcoin Is Improving Lives Beyond Its Users 1:43:02 – The Farm at Okefenokee 1:44:12 – Orange Pill App 1:44:37 – Trying Ben’s New Pinot Noir 1:56:21 – Wine, Bitcoin, and the Scarcity of Time 2:00:44 – Where to Find Ben Justman

The "What is Money?" Show

16,540 Aufrufe • vor 1 Jahr

Michael Saylor may have just revealed the future of Bitcoin treasury companies… and Strive is already building it. In this conversation with Strive's Chief Strategy Officer Avik Roy, we break down: • Why Strategy’s latest earnings call changed the game • The rise of digital credit ($STRC, $SATA & beyond) • Why some Bitcoin treasury firms failed • Why selling Bitcoin can actually be bullish • The next phase of institutional $BTC adoption One of the most insightful discussions we’ve had on Bitcoin treasury strategy. 00:00 Avik Roy’s Bitcoin Origin Story 14:26 What Avik Actually Does at Strive 17:39 Why Strive Wants to Become a PURE Bitcoin Company 20:19 Will Bitcoin Treasury Companies Start Consolidating? 27:14 Europe vs US Bitcoin Treasury Markets 29:00 Michael Saylor’s BIGGEST Earnings Call Hint 30:25 Why STRC Is Dominating the Market 33:22 The Most Shocking Part of Strategy’s Earnings Call 37:32 “Bitcoin Is Fungible… But Not for Taxes” 41:19 The Credit Rating Catalyst That Could Change Everything 44:18 Why Some Smaller Bitcoin Treasury Companies Failed 48:19 Will SATA & STRC Keep Paying Huge Yields? 52:35 Which Bitcoin Treasury Company Is Next? 56:44 “Bitcoin Treasuries Are Like Private Equity in the 1980s” 01:01:18 Macro Outlook: Bitcoin, Inflation & The Fed 01:05:08 Final Thoughts & Where to Follow Avik Roy Full episode 👇

Michael Saylor may have just revealed the future of Bitcoin treasury companies… and Strive is already building it. In this conversation with Strive's Chief Strategy Officer Avik Roy, we break down: • Why Strategy’s latest earnings call changed the game • The rise of digital credit ($STRC, $SATA & beyond) • Why some Bitcoin treasury firms failed • Why selling Bitcoin can actually be bullish • The next phase of institutional $BTC adoption One of the most insightful discussions we’ve had on Bitcoin treasury strategy. 00:00 Avik Roy’s Bitcoin Origin Story 14:26 What Avik Actually Does at Strive 17:39 Why Strive Wants to Become a PURE Bitcoin Company 20:19 Will Bitcoin Treasury Companies Start Consolidating? 27:14 Europe vs US Bitcoin Treasury Markets 29:00 Michael Saylor’s BIGGEST Earnings Call Hint 30:25 Why STRC Is Dominating the Market 33:22 The Most Shocking Part of Strategy’s Earnings Call 37:32 “Bitcoin Is Fungible… But Not for Taxes” 41:19 The Credit Rating Catalyst That Could Change Everything 44:18 Why Some Smaller Bitcoin Treasury Companies Failed 48:19 Will SATA & STRC Keep Paying Huge Yields? 52:35 Which Bitcoin Treasury Company Is Next? 56:44 “Bitcoin Treasuries Are Like Private Equity in the 1980s” 01:01:18 Macro Outlook: Bitcoin, Inflation & The Fed 01:05:08 Final Thoughts & Where to Follow Avik Roy Full episode 👇

One Chair

26,877 Aufrufe • vor 2 Monaten