Latest / Simply Bitcoin / ALERT: Whales Just Bought $526 Million MORE Bitcoin! (This Pattern Says EVERYTHING) | Bitcoin Simply
Transcript
- 0:00It's master Sunday and Bitcoin is crashing.
- 0:02Bitcoin erased its gains above 70 K faster than Rory Mcilroy's
- 0:06six stroke lead heading into moving Saturday and it crashed
- 0:09on the news that the United States didn't reach a deal with
- 0:11Iran. Tensions in the Middle East are
- 0:13hotter than Cam and Sam burning up the core shooting 60 fives
- 0:17yesterday. Is the market anticipating
- 0:19retaliation from Iran now that Saudi Arabia has gotten the East
- 0:23West pipeline back online? One thing is for certain.
- 0:26Like Tigers former Caddy Mike Cowan reading the wind with a
- 0:30cigarette, there's analysts predicting that the winds are
- 0:32shifting with Bitcoin. In this episode, we cover the
- 0:35charts, conversations and data that show that now is a
- 0:38generational opportunity for buying Bitcoin.
- 0:41And the ETF data may be the Canary in the coal mine.
- 0:44One thing is for certain, despite the headwinds, the
- 0:47whales are encouraging us to press on and to think bigger.
- 0:50We've got a lot to cover today. This is Dante Cook with Bitcoin
- 0:53simply on Master Sunday. Let's go.
- 1:00What's up, everybody? For all the women that watched
- 1:02the show today, let me give you a tip.
- 1:04If your husband doesn't respond to you today, it's because
- 1:07they're locked into the Masters. With that Chichi Rodriguez, Carl
- 1:10Howard energy from 1975. You're asking us to cut the
- 1:14grass when we're watching reruns of Happy Gilmore and The Legend
- 1:17of Bag of Ants over and over again.
- 1:19I'm sorry, I can't hear you. The massive roar from the crowd
- 1:22on 17 after somebody sunk a massive putt to win the Masters
- 1:26was blocking you out. Every man desires to have not
- 1:30only the approach game, but the facial hair of somebody like Kim
- 1:33Young who I think is going to win today.
- 1:35It would also be cool if Rory didn't choke and held on because
- 1:38I love seeing dudes with loyalty and integrity win it all.
- 1:41Roar is one of the good guys. But Speaking of choking, the
- 1:45choke on the Strait of Hormuz might be coming to an end.
- 1:47And that's because Saudi Arabia got its East West pipeline back
- 1:50online. And that should be good for
- 1:52markets. But the market is sensing more
- 1:54conflict. Well, not the whole market, only
- 1:57Bitcoin, because it's the only asset that trades 24/7 and gives
- 2:00us a true barometer on what the market is actually feeling.
- 2:03And Bitcoin is crashing because I believe the market thinks
- 2:06there's going to be more conflict because JD Vance and
- 2:08Iran didn't reach a deal. But Bitcoin whales, they're
- 2:11locked. They understand that now is a
- 2:13generational opportunity to buy Bitcoin.
- 2:15Listen to this analysis from Jordy Visser and Anthony
- 2:18Pompliano. Over 100% of all of the Bitcoin
- 2:21returns since it's launch in 2010, but also if you break it
- 2:24down by 5 year increments in every five year increment.
- 2:28The best time to invest in Bitcoin where you get over 100%
- 2:32of the returns is when the Fed is either on hold or cutting
- 2:37combined with negative real yields.
- 2:40Now remember the first part of 2010 to 2019, we had QE going
- 2:45on. We had fairly, you know,
- 2:47moderate inflation. But if you have 0 yields or
- 2:50three month bills around 0 yields, you're obviously going
- 2:53to get huge returns. So that's what this is about.
- 2:56But I also said this is from 2019 to 25, this is from 15 to
- 3:0119, and this is from 10 to 15. It doesn't really matter.
- 3:04It's all the same. This is the point that you want
- 3:08to be looking at it because when we get to the next CPI number, I
- 3:12think what's rolling off is a .1, meaning last year the month
- 3:16to month was about .1. We'll be replacing that again
- 3:19with something close to 1, which means headline CPI will be above
- 3:25at the three month rate as of next month.
- 3:27So there's your catalyst will be entering the regime, if you want
- 3:30to call it of the Fed on hold or easing with inflation up above
- 3:34yield, so negative real yields. But one more thing on the
- 3:37technical side, the weekly MACD is crossing this week.
- 3:43So when you put it all together, I've started again.
- 3:46I've, I tried to buy when we were up close to 100, I was
- 3:49buying some above 100. I am reducing a little bit of
- 3:53some of my memory names and I'm taking that money, moving it in,
- 3:56but I'm also moving money of money markets now, moving it
- 3:59into Bitcoin because I think we've hit a point where you're
- 4:02going to start to see a break in correlation and I think people
- 4:05are going to start to focus on it as a scarcity asset.
- 4:07Just one more thing. This upcoming inflation print is
- 4:10going to be higher than people think and they expect, and it
- 4:13will be persistent even if tensions die down with the new
- 4:16Fed chair coming in, inflation is going to be high, higher than
- 4:20you could actually earn in markets with Treasury yields.
- 4:22So if you're a new Fed chair with Donald Trump as the
- 4:24president, do you want to have a scenario with declining growth
- 4:28in high inflation or increasing growth in high inflation?
- 4:32I think you all know what this administration thinks.
- 4:34And the organization that's going to benefit the most from
- 4:36this is MicroStrategy. It's because they've been buying
- 4:39Bitcoin like it's going out of style or out of supply, which it
- 4:42is. Michael Saylor just encouraged
- 4:44us to think bigger on Master Sunday.
- 4:46Now their Bitcoin stack is up to 55 billion.
- 4:49And while the world is panicking, stretches up ending
- 4:52markets, giving investors 11 1/2% dividend return with no
- 4:56volatility. Their product had one cent of
- 4:59volatility on Friday and it gained 526 million in liquidity
- 5:03just to buy Bitcoin. Their equity has more liquidity
- 5:06as a percentage of their market cap than all of Mac 7.
- 5:09People don't understand how big of a phenomenon this is in
- 5:12markets. Sailor has said time and time
- 5:14again that he understands that Bitcoin is an asset that the
- 5:17world needs. No one can stop and few people
- 5:19understand. The best idea if you want to
- 5:22make 10 extra money is you buy something that everybody in the
- 5:26world needs. Nobody in the world can stop and
- 5:31almost nobody understands. Perfect.
- 5:34OK, so in 2010, that was Amazon, or that was Apple, or that was
- 5:40Facebook or Google. These are all dominant digital
- 5:45networks that everybody in the world needed that nobody could
- 5:48stop. But if you'd asked the typical
- 5:50mainstream investor, is this a good investment, they would all
- 5:54say, oh, it's very scary. It's overvalued.
- 5:58Amazon doesn't make money. You know, mobile phones used to
- 6:04cost $50. You know, it's like Apple's
- 6:07going to sell an iPhone for $600.00.
- 6:09It's they said it's too expensive.
- 6:11The iPhone $600.00 is too expensive.
- 6:13Nokia will sell me one for $30. They said Apple's going to go to
- 6:17$30. And of course, what happened is
- 6:19Apple went to $1500. And so so the conventional
- 6:24wisdom was against these big tech companies.
- 6:27In 2009, the world didn't understand that they were
- 6:29shifting from on Prem to cloud computing.
- 6:31They also didn't understand that computers were shifting from CPU
- 6:34to GPU or NVIDIA. They didn't understand that the
- 6:37world was moving from gas powered vehicles to electric
- 6:39vehicles. They also didn't understand that
- 6:41the world was moving from BlackBerry to iPhones or a
- 6:44computer in your pocket. But you know who did spot this?
- 6:47Chris Camilo, a guy who turned 20 K into $70 million.
- 6:52This is the fascinating clip between him and the bit corner
- 6:54Mark Moss about what he saw in Two 9 and why he invested
- 6:58heavily into these assets. 70 wins over 18 years I think is
- 7:03what I kind of counted 70 big wins, you know, some of.
- 7:06Them which actually. Sounds kind of like a low number
- 7:08over such a. Long.
- 7:09It is. It's just a handful of high
- 7:11conviction trades every year. Yeah, that that really matter.
- 7:15I mean, you know, some of them are like, listen, you identify
- 7:19something like cloud computing in the early days, right?
- 7:22I was in technology founder, so I was building technology
- 7:26companies and in the earliest days of AWS, we were using AWS
- 7:32at one of my companies and my business partner told me this is
- 7:36going to absolutely change the entire technology world.
- 7:41And we were monitoring the mention frequency of the word
- 7:46cloud computing in AWS on technology forums like on Reddit
- 7:51and interplaces. And we were seeing a massive
- 7:54acceleration in engineers having conversations around potentially
- 7:59migrating their company to the cloud primarily through AWS.
- 8:04So made a major investment in Amazon, right?
- 8:08And that was already like one of the world's biggest companies.
- 8:11So it doesn't have to be something really niche and
- 8:15small. Sometimes it's something really
- 8:17big. If you go all the way back to my
- 8:19earliest days investing even a company like Apple, the earliest
- 8:25days of the iPhone, you know, people in New York, which is
- 8:28where most of Wall Street was at the time, weren't able to really
- 8:32use that the iPhone in year 1 because it only came on AT&T and
- 8:38AT&T had terrible data coverage in Manhattan.
- 8:41So basically, and nobody owned an iPhone in Manhattan, year one
- 8:44for the most part. And if you're an institutional
- 8:47investor, it didn't really seem like they were getting the
- 8:50traction that they were because your friends, your colleagues
- 8:54generally weren't using iPhones for that reason.
- 8:56And BlackBerry dominated the business.
- 8:58It's still done. So there were a lot of factors,
- 9:00correct? So there was an opportunity are
- 9:04what other people weren't seeing.
- 9:06Same thing with Tesla. If you didn't actually drive a
- 9:09Tesla in the mid to late 2000 teens, you probably didn't fully
- 9:14grasp the magic that was part of the EV movement and you didn't
- 9:19really understand how big and fast that movement was coming,
- 9:24right? And you just had to experience
- 9:26it. So these are all like ARB
- 9:30opportunities because you were able to see something or
- 9:33experience something sooner than someone else.
- 9:37Well, if you understand where those assets were in 2009 and
- 9:402010, you understand exactly where we are with Bitcoin.
- 9:44It's something that is truly unstoppable that the majority of
- 9:47the world doesn't understand quite yet unless you're
- 9:49following channels like these. And unless you're following
- 9:52channels like these, you're going to be one of the many
- 9:54people who have Bitcoin who don't know what they actually
- 9:57own so that you sell way too early.
- 9:59But if you do follow this channel and the sponsors that we
- 10:01have on this channel like Leadin, well, you're not going
- 10:04to sell your Bitcoin. You're going to borrow against
- 10:06it with no capital gains and no taxes.
- 10:08You're going to borrow from an asset class that's going up
- 10:10faster than the 11 or 12% interest rate that you can get
- 10:13with Leadin that you can repay anytime.
- 10:15You can borrow up to 50% of the value of your Bitcoin and repay
- 10:19it at any point in time. Fiat gets in your account in
- 10:21just six hours and your money isn't rehypothecated.
- 10:24They don't do any other crypto or any other shenanigans and
- 10:26they don't lend out your Bitcoin, just pure institutional
- 10:29Bitcoin lending for you as an individual.
- 10:31Fill out an application and get started by using the information
- 10:35in the link down below. The other thing that the rest of
- 10:37the world doesn't understand yet is that Bitcoin is an asset that
- 10:39you can actually truly own and you can be your own bank.
- 10:42You don't have to outsource it to JP Morgan and Morgan Stanley
- 10:45and Chase and all of the other big players.
- 10:47You can do this on your own in your own bedroom in the closet
- 10:50of your own house. But how do you do it?
- 10:52Well, don't do it alone. Get a coach from the Bitcoin
- 10:55Way. A member of their team will walk
- 10:56you through how you and your family can become sovereign.
- 10:59So then when stuff hits the fan, you ain't catching all the smoke
- 11:01like everybody else. You're going to be secure
- 11:03holding your own Bitcoin keys. Go to
- 11:05thebitcoinaway.com/partner/dante Dash Cook and the team will
- 11:09specifically hook you up with special advice.
- 11:12Have always had one thesis on crypto and Bitcoin specifically
- 11:16and it has not changed crypto specifically or Bitcoin
- 11:18specifically. I would say, well, just Bitcoin,
- 11:22OK, To simplify it, yeah, I've had the same thesis for about 10
- 11:26years. It hasn't changed.
- 11:27I'm not sure it ever will change.
- 11:30And the thesis is I don't have a strong viewpoint on Bitcoin
- 11:35personally. And I don't think that it
- 11:38matters that I don't have a strong viewpoint, because what
- 11:41matters is what other people think about Bitcoin.
- 11:44Now, you obviously have a big thesis on Bitcoin.
- 11:48I don't need to believe in your thesis.
- 11:50All I need to believe is that you have a thesis.
- 11:53And it's very clear to me that this next generation of
- 11:58investors have a massive appetite for crypto, Bitcoin
- 12:04specifically, right? They all have different reasons
- 12:07for that and I don't care what their reasons are, but I am
- 12:12convinced that for every gold bug of my generation and my
- 12:18parents generation that there are 100 to 1000 X more investors
- 12:25in the younger generation that feel that way about Bitcoin for
- 12:29one reason or another. And if that is ground truth,
- 12:36then I want to be exposed to Bitcoin because it's this
- 12:42generational trade where as the asset becomes institutionalized
- 12:47and becomes accepted and normalized, which it has been
- 12:51over the past few years, you can now so easily invest in it.
- 12:56As this wealth transfer takes place over the next 20 to 25
- 13:00years, 10's and 10s of trillions of dollars, the new generation
- 13:05is likely to allocate some piece of that capital to something
- 13:09like Bitcoin. Yeah.
- 13:11And so that's the only thesis that matters.
- 13:14Because of that, I have exposure.
- 13:16Yeah. I want exposure in it because I
- 13:18feel like that's really solid thesis, Yeah.
- 13:21And I don't spend any time thinking about Bitcoin or
- 13:24crypto. This conversation between Mark
- 13:26Moss and Chris is actually really powerful because he talks
- 13:30about Bitcoin being the asset of the future.
- 13:32He says that people in 20 years will look at Bitcoin just like
- 13:34people looked at gold and the gold bugs and the boomers in our
- 13:37parents 20 years ago. The new generation is going to
- 13:40own an allocation of Bitcoin in their portfolios.
- 13:43Are you prepared? He invested in generational
- 13:45shift opportunities like Amazon, like NVIDIA, like Apple, and now
- 13:49like Bitcoin. And beyond just the generational
- 13:52trade opportunities, this chart shows one important thing.
- 13:56Bitcoin has always been heavily correlated with stocks, meaning
- 13:59that as stocks go, so does Bitcoin.
- 14:01But over the last several months, we've shown a break in
- 14:04this correlation. And this is incredibly important
- 14:07because the market is devaluing software stocks and private
- 14:10equity and private credit because AI is disrupting them
- 14:13all. But Bitcoin is the only software
- 14:15asset that is not tethered to the real world, that will not be
- 14:18disrupted by AI because it's decentralized, there's no owner,
- 14:21and it's the only asset that is unique in its structure, in its
- 14:24design. This is why Bitcoin survives the
- 14:26AI crisis. Another data point that's
- 14:29incredibly important. As of just a month ago, ETS were
- 14:32showing negative outflows for the year.
- 14:34But just a few weeks ago, something started to happen.
- 14:37They all started to turn green. The only ones that are still red
- 14:40in year to date flows are ARC from Catholic Wood GBTC, one of
- 14:44the giants in FBTC, which is Fidelity.
- 14:46Their advisors were helping their clients tax loss harvest
- 14:49their Bitcoin and now they're finding opportunities in the
- 14:51next quarter based on regulations and guidelines to
- 14:54get back into Bitcoin. And that's why these flows are
- 14:57shifting. And that's why I believe that
- 14:58we're going to see a break above 70K and it's going to be
- 15:00persistent. So on Master Sunday, don't get
- 15:03bitten by the short term alligators that think short
- 15:06term. Your Bitcoin stack will come up
- 15:08short handed like Chubbs Peterson.
- 15:10Keep a long term perspective and keep your other eye on the ball.
- 15:14If you aren't a Happy Gilmore fan, you don't understand what
- 15:16I'm talking about, but that's OK.
- 15:18It'll be exciting what happens on Whole 18 on Master Sunday.
- 15:22It always is rest in peace to Carl Weathers Chubbs and to
- 15:26Morris, our favorite alligator rest in peace on this beautiful
- 15:29master Sunday. This is Dante Koch with Bitcoin
- 15:31simply happy stacking and if you haven't already done so,
- 15:35subscribe to the channel. We bring fire seven days a week
- 15:38and if you haven't already diversified beyond just buying
- 15:41spot Bitcoin, well, you should get into Bitcoin miners.
- 15:44One of the things with Bitcoin mining that protects you is your
- 15:47investment into hardware. If Bitcoin runs up or goes down,
- 15:51your machine still actually it has value, but you don't have to
- 15:53worry about all that. You just send a check to SAS
- 15:56mining. They'll help you find the right
- 15:58machine, they'll host it, they'll repair it, and they send
- 16:00SAS directly to your wallet. Get started beyond just buying
- 16:04spot Bitcoin by getting into Bitcoin mining.
- 16:06Use the QR code to get started. Happy stacking and happy Sunday.