Latest / CRYPTO 101 / Crypto Rundown: Buy or Sell... Our Altcoin WINNERS Revealed & Why The Bitcoin Trade is Outperforming

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Crypto Rundown: Buy or Sell... Our Altcoin WINNERS Revealed & Why The Bitcoin Trade is Outperforming · CRYPTO 101

• 0:06
  [SPEAKER_05]: We are live.
• 0:08
  [SPEAKER_05]: Ladies and gentlemen, welcome to a Friday special edition of the run-down.
• 0:13
  [SPEAKER_05]: Listen, there's a narrative right now that crypto is dead, but the data is telling a very different story.
• 0:18
  [SPEAKER_05]: Since the war started Bitcoin and Ethereum have been leading price performance along with the tech sector, and while retail interest in crypto is fading, the Wall Street firms are still hiring for crypto jobs and buying the dip.
• 0:29
  [SPEAKER_05]: So the real question is, is crypto actually dead or is this the next cycle cycle being built?
• 0:35
  [SPEAKER_05]: Well, nobody's paying attention.
• 0:37
  [SPEAKER_05]: Like I said, guys, this is a really special episode.
• 0:39
  [SPEAKER_05]: As you can see, we have our fearlessly, their price, Paul here, unbelievable.
• 0:43
  [SPEAKER_05]: Get him on a run-down on a Friday.
• 0:45
  [SPEAKER_05]: And our newest team member, who some have seen in the chat last week.
• 0:48
  [SPEAKER_05]: And if you're inside the community, you know him well by now.
• 0:51
  [SPEAKER_05]: But a first ever run-down appearance for Hunter.
• 0:54
  [SPEAKER_05]: Super glad you guys can make it.
• 0:56
  [SPEAKER_05]: Hunter, I'm going to go to you first.
• 0:59
  [SPEAKER_03]: Thank you for that introduction.
• 1:01
  [SPEAKER_03]: Wow, we're finally here.
• 1:03
  [SPEAKER_03]: It's been two months, and I'm out here in the in the front lines now with the team with our fearless leader and our super producer.
• 1:10
  [SPEAKER_03]: I'm excited to get into the topics today, man, what a time to be alive the market is moving and we are grooving.
• 1:17
  [SPEAKER_05]: Yeah, right some awesome podcast.
• 1:19
  [SPEAKER_05]: I feel like the crypto 101 podcast gets the builders in the bear market badge of honor because we've been pumping out some awesome guests with you and Brendan, but excited to get your takes here on what's going on more in the news.
• 1:32
  [SPEAKER_04]: Absolutely.
• 1:34
  [SPEAKER_04]: I think we've definitely earned our builders of the bear market badge of bragadotiousness.
• 1:41
  [SPEAKER_04]: We're able to say that we've gone through many bull and bear markets.
• 1:46
  [SPEAKER_04]: The podcast has been running since January, July of 2017.
• 1:50
  [SPEAKER_04]: So we've been through the ups.
• 1:52
  [SPEAKER_04]: We've been through the downs.
• 1:54
  [SPEAKER_04]: And for anybody who says, you know, and you know, oh, we're not going
• 2:02
  [SPEAKER_04]: You know, they're just, they were just early.
• 2:04
  [SPEAKER_04]: No, we were early.
• 2:05
  [SPEAKER_04]: Maybe we were lucky, but we had a lot of gall, we had some co-honies to hold through many different 80% draw-downs or where we're at right now, 50% draw-downs.
• 2:18
  [SPEAKER_04]: And we're either completely crazy or we're philosophically driven.
• 2:23
  [SPEAKER_04]: And I think we're a little bit more philosophically driven than we are crazy because we back it up with a lot of numbers in data.
• 2:31
  [SPEAKER_04]: another mini bear market, but this one is like, you know, there's so many institutions now in the market that they're not going to let this thing fall 80 or 90 percent.
• 2:40
  [SPEAKER_04]: That was in the retail pre ETF era.
• 2:44
  [SPEAKER_04]: And now we get these more stock market like drawdowns where they're more elongated by time, but the price is not as dramatic.
• 2:54
  [SPEAKER_04]: So yeah, all that to say, we're we're clearly in a
• 3:01
  [SPEAKER_04]: Um, and I guess that was February 6th with the whole market collapsed in a bunch of people went bankrupt.
• 3:07
  [SPEAKER_04]: It was crazy.
• 3:08
  [SPEAKER_04]: Um, now we're up at around $80,000.
• 3:10
  [SPEAKER_04]: And so you've got a pretty good, you know, $20,000 bounce.
• 3:16
  [SPEAKER_04]: But there's still a lot of technical resistance ahead.
• 3:18
  [SPEAKER_04]: So I'm sure we'll talk about all that.
• 3:20
  [SPEAKER_04]: But long story short, I think we're in sort of this long term bottoming area.
• 3:24
  [SPEAKER_04]: You know, between 60 and 80, sure we could still fluctuate around.
• 3:28
  [SPEAKER_04]: But I think the the case is really good for the the rest of 2026.
• 3:33
  [SPEAKER_04]: We've got a new Fed chair coming in who owns millions of dollars worth of crypto exposure across 30 different funds and projects and all that kind of stuff.
• 3:43
  [SPEAKER_04]: You know, obviously once rates to come down in due course.
• 3:47
  [SPEAKER_04]: So we've got a couple of things to look forward to there.
• 3:49
  [SPEAKER_04]: We've got the Clarity Act that I want to spoil the whole show.
• 3:52
  [SPEAKER_04]: But just to give people a little bit of a lay at a land, some things that we're looking at, I mean, by July 4th, the White House says they want to sign that landmark crypto regulation bill, that will open the floodgates to Trillion.
• 4:04
  [SPEAKER_04]: So there's a lot to look forward to when the prices are crashing.
• 4:08
  [SPEAKER_04]: You got to take that long term view.
• 4:09
  [SPEAKER_04]: That's what we do.
• 4:10
  [SPEAKER_04]: That's why we've been here since 2017.
• 4:12
  [SPEAKER_04]: And we're going to keep staying optimistic, we're going to keep, you know, researching and we're going to keep hiring the best and brightest.
• 4:19
  [SPEAKER_04]: So this whole show is going to be about hunter.
• 4:22
  [SPEAKER_04]: The best and brightest of the future, but that's my little two cents up top.
• 4:26
  [SPEAKER_05]: No, it's perfect.
• 4:27
  [SPEAKER_05]: And for Hunter, there is a little at the end of the show.
• 4:30
  [SPEAKER_05]: We're going to dive in.
• 4:31
  [SPEAKER_05]: I get a little get to know Hunter segment at the end.
• 4:33
  [SPEAKER_05]: But the markets are so hot that we just have to dive right into it.
• 4:36
  [SPEAKER_05]: I see a couple people in the chat.
• 4:37
  [SPEAKER_05]: Holy whales back.
• 4:38
  [SPEAKER_05]: Brett's here.
• 4:39
  [SPEAKER_05]: Brett from Oklahoma.
• 4:41
  [SPEAKER_05]: All right.
• 4:42
  [SPEAKER_05]: He's on a flight.
• 4:43
  [SPEAKER_05]: He's watching.
• 4:44
  [SPEAKER_04]: That's all.
• 4:44
  [SPEAKER_04]: Starlink.
• 4:45
  [SPEAKER_05]: I bet he's on Starlink.
• 4:47
  [SPEAKER_05]: what uh... anybody else there that's in the chat watching live let us know where you're from we love to check in to see where everybody's listening from and c. j's on a flight so he's in you know twenty thirty thousand feet so that's how we're gonna start it let's start wide-hear jense and it was at the technicals we're gonna dive in and get down to the nitty gritty and go over some uh... absolute winners that price and hunter called recently over the last couple weeks
• 5:09
  [SPEAKER_05]: So let's dive into this, it's the relative performance, something that we've been kind of tracking week to week on the show basically since the this charts from fun fun strat and Bloomberg basically showing technology Bitcoin and Ethereum, your top three performers kind of at the end of February into March kind of basically saying relative performance since the start of the
• 5:32
  [SPEAKER_05]: So obviously, we've seen the technology market, the eye trade going, but surprisingly, as this whole Bitcoin crypto is dead movement, there's your two relative outperformers, Bitcoin Ethereum.
• 5:44
  [SPEAKER_05]: So what does this show you, Bryce?
• 5:46
  [SPEAKER_05]: Is this something in your mind that kind of goes back to that institutions?
• 5:50
  [SPEAKER_05]: Are buying?
• 5:51
  [SPEAKER_05]: Is this retail buying?
• 5:53
  [SPEAKER_05]: How do you get this type of relative
• 5:55
  [SPEAKER_05]: When it's it's an area of conflict and half the people say that Bitcoin's a story value I'm generalizing, but half the people say Bitcoin's story value half the people are saying it's a risk asset We're going into war and Bitcoin's out performing an Ethereum's outperforming a large part of the other rest of the markets
• 6:11
  [SPEAKER_04]: Yeah, I mean, I always say, you know, you could have your view, but your view, if it's not doing what the market is telling you, then it's wrong.
• 6:21
  [SPEAKER_04]: Right.
• 6:21
  [SPEAKER_04]: And so clearly, you have to look at the prices since the war began and Bitcoin and Ethereum and all the things that have sold off, you know, in Q1 and Q4 of last year, like technology mag seven, you know, small caps and stuff.
• 6:36
  [SPEAKER_04]: These are the things that rebounded the hardest since the war.
• 6:40
  [SPEAKER_04]: began.
• 6:40
  [SPEAKER_04]: And so I think this just goes to show you, you know, sometimes people just try to find a narrative, but sometimes things are just technically driven.
• 6:48
  [SPEAKER_04]: This could be just, you know, these coins found in these assets, you know, had been, you know, at great multiples and great valuations.
• 6:56
  [SPEAKER_04]: And it just took, you know, sort of this geopolitical shock of this exogenous event to kick the markets into some kind of volatility.
• 7:04
  [SPEAKER_04]: And these are where a lot of the supply had already been offered, right?
• 7:08
  [SPEAKER_04]: A lot of the supply had already been sold throughout the past six months.
• 7:12
  [SPEAKER_04]: That's why they were down the lowest, so they had the most amount of reprieve once people realized, okay.
• 7:18
  [SPEAKER_04]: You know, this whole, you know, shock here with, with oil.
• 7:23
  [SPEAKER_04]: this isn't going to be a forever thing, you know, things will probably shake out for the positive over the course of the next few months for the West and for these different kinds of companies and plus we're probably going to get rates lowered as, you know, things kind of progress.
• 7:38
  [SPEAKER_04]: So that's one way that I look at it.
• 7:40
  [SPEAKER_04]: But yeah, I think the question still surrounds Bitcoin around like, is it
• 7:44
  [SPEAKER_04]: You know, is it a geopolitical risk off asset?
• 7:46
  [SPEAKER_04]: I think clearly no, in fact right here you can see it's still tightly correlated with technology and, you know, you just think about the cohort of people who are holding Bitcoin or typically tech guys.
• 7:58
  [SPEAKER_04]: You know, and so their tech guys that see this, you know, they've got the libertarian, you know, philosophy and stuff, but the overlap of holders is tech and, you know, Bitcoin more than it is, you know, Bitcoin and gold or Bitcoin and finance.
• 8:12
  [SPEAKER_04]: Bitcoin is really born out of the tech movement, and so I think that's why you see those correlations go And I do not I do not think that this moment in time where Bitcoin is now the best performer in light of this geopolitical chaos I do not think that validates it as like
• 8:29
  [SPEAKER_04]: this digital gold now and like gold is forever no longer going to be a part like gold has been around for five thousand years it's got a very specific you know use case and you know trust and good will but it's built up over five thousand years or six thousand years or whatever bitcoins you know I think that was a catchy narrative in the early days like it's digital gold but it's proving to be you know more than that and so I think that it's you know it's a technology play more and you know of course
• 8:59
  [SPEAKER_04]: But it just, you know, I don't think that this, you know, period of outperformance of gold or in a geopolitical thing means now it's the new gold.
• 9:07
  [SPEAKER_04]: I think it's got to work back up to that.
• 9:09
  [SPEAKER_05]: Yeah, Hunter, feel free to add in on this kind of short-term window of the relative performance.
• 9:14
  [SPEAKER_03]: Yeah, I mean, so technology is the most volatile sector out there, over the last 10 years, last decade, you could just buy the triple cues, the NASDAQ ETF, and you'd be way more than you would have if you just bought the overall market or if you had a diversified portfolio with bonds.
• 9:30
  [SPEAKER_03]: And I think a lot of people notice it now.
• 9:32
  [SPEAKER_03]: Everyone just wants to quick winters, and whatever's most elastic when it falls down, bounces back up the quickest, and we're seeing that.
• 9:39
  [SPEAKER_03]: And also, because the nature of the next decade is AI tech,
• 9:44
  [SPEAKER_03]: future.
• 9:45
  [SPEAKER_03]: Financials and utilities and consumer staples.
• 9:48
  [SPEAKER_03]: I mean, that's boring.
• 9:49
  [SPEAKER_03]: We're here for the tech.
• 9:50
  [SPEAKER_03]: We're here for the fun.
• 9:51
  [SPEAKER_03]: And, you know, Bitcoin itself, maybe not digital gold, but it's really a proof of concept of how the blockchain can work in our, you know, our future infrastructure.
• 10:01
  [SPEAKER_03]: And so I just thank you.
• 10:03
  [SPEAKER_03]: No matter what, you're having, you know, a lot of earnings this week, you had AMD, go up 20%, you know, stuff that's supplying chip manufacturers, this narrative isn't going anywhere because the future of our economy is going to, you know, rest and reside on AI and technology.
• 10:21
  [SPEAKER_05]: That's a good point.
• 10:22
  [SPEAKER_05]: There's that narrative coming back that I always see this on X, right?
• 10:26
  [SPEAKER_05]: It's like, what currency is the AI going to choose?
• 10:30
  [SPEAKER_05]: Is it going to be dollars?
• 10:32
  [SPEAKER_05]: Is it going to be dollars on chain?
• 10:33
  [SPEAKER_05]: Is it going to be Bitcoin?
• 10:35
  [SPEAKER_05]: Is it going to be on Ethereum's line?
• 10:36
  [SPEAKER_05]: I think that's a really interesting conversation where all this, you know, some of these AI companies and power and chips is going parabolic and like, does it eventually circle back into that crypto conversation of settlement
• 10:50
  [SPEAKER_05]: kind of exciting to think about.
• 10:51
  [SPEAKER_05]: I don't necessarily have the crystal ball with the answer of what that is, but I really like the position of where, you know.
• 10:57
  [SPEAKER_03]: That's an interesting narrative, something I've been ruminated a lot upon.
• 11:00
  [SPEAKER_03]: I don't know if it was an intended consequence of crypto, but there's a thought that internet never had its native money.
• 11:07
  [SPEAKER_03]: And you think of just throughout all of history, we've had a bartering mechanism, some sort of medium of exchange to confer value
• 11:17
  [SPEAKER_03]: The medium of exchange between AI and AI agents these these protocols that now do work behind the scenes and so I don't know if that was an intended consequence, but there is a huge value proposition there.
• 11:30
  [SPEAKER_04]: Yeah, I just asked Claude what it could only hold one currency forever, what would it be?
• 11:36
  [SPEAKER_04]: And it said Bitcoin and there's this long reasoning and so on and so forth.
• 11:40
  [SPEAKER_04]: I'm curious if that's just because Claude knows I'm a crypto guy or if he would actually Right, you know, give me that answer if I had never searched for anything crypto related before, but if the AI's want it, they're going to have it.
• 11:52
  [SPEAKER_04]: I mean, this is this is definitely, you know, AI is not going anywhere.
• 11:57
  [SPEAKER_04]: It's going to be
• 11:58
  [SPEAKER_04]: I think the main reason for all the productivity gains and earnings growth that we're seeing, people are able to do data analysis and MVP building, right?
• 12:08
  [SPEAKER_04]: Minimum viable product building and testing and AB testing.
• 12:11
  [SPEAKER_04]: They're able to do so many more processes and operations on their organization.
• 12:18
  [SPEAKER_04]: And they're able to save a lot of time and save a lot of costs.
• 12:22
  [SPEAKER_04]: What will start to rise in costs is not there like express labor costs, but I think it's going to be the amount of money that they're spending on these freaking tokens, not crypto tokens, but AI tokens.
• 12:37
  [SPEAKER_04]: So they're going to have one software engineer who they're paying, you know, whatever, 500,000 dollars a year or two.
• 12:43
  [SPEAKER_04]: And that software engineer right now is using really a subsidized version of cloud code or codex that has, you know, a really, really, really high rate limit, a lot of tokens, all that kind of stuff, so maybe they're paying a hundred dollars a month for this and they're like, wow, it's great.
• 12:58
  [SPEAKER_04]: I'm getting all this amazing ability to use cloud code and in codex and I'm just so, so.
• 13:06
  [SPEAKER_04]: You know, productive and doing it for really, really cheap.
• 13:09
  [SPEAKER_04]: Okay.
• 13:09
  [SPEAKER_04]: That's a state in the market right now.
• 13:12
  [SPEAKER_04]: In the future, you're still going to pay that software engineer $500,000.
• 13:16
  [SPEAKER_04]: But as open AI and Claude really need to monetize and raise revenue and spend, you know, basically.
• 13:24
  [SPEAKER_04]: Make all this money.
• 13:26
  [SPEAKER_04]: They're going to do it through the pricing power, right?
• 13:28
  [SPEAKER_04]: You've got these engineers who've got all their systems set up It's like the first hit is free like the drug dealer sort of the first hits free You come into our ecosystem you and input all your data.
• 13:37
  [SPEAKER_04]: You're gonna be doing it for cheap in two years down the line trust me You're not gonna be paying the same
• 13:43
  [SPEAKER_04]: amount of money that you're paying right now for your chat GPT subscription or your cloud subscription look at Netflix right they started it for dollars or five dollars and of course they added things over time but now you can't get a Netflix subscription for under 20 bucks and so it's like I think that.
• 13:57
  [SPEAKER_04]: like people like a lot of like money is just going to be going to not people labor but actually like AI like AI is going to be getting paid and of course they're going to be you know these companies that are going to be getting paid for the AI but I think that's a long-winded sort of way but the the composition of like all this like labor and productivity it just is completely getting deconstructed you don't really know what's what
• 14:21
  [SPEAKER_04]: So I think there's going to be a lot of volatility as this sort of switch over goes.
• 14:26
  [SPEAKER_04]: I think it's going to be something that the Fed chairman is really going to need to focus on as like how we parse this data, what kind of communications do we do, what's the right things to be tracking?
• 14:38
  [SPEAKER_04]: But AI is just going to be a huge, you know, inflection point on all these businesses.
• 14:43
  [SPEAKER_04]: And to put a point on that, you're already seeing companies like Coinbase just this past week, lay off 14% of their company, or 700 people claiming essentially AI is now doing the job of all these engineers.
• 14:57
  [SPEAKER_04]: We're able to have one engineer.
• 14:59
  [SPEAKER_04]: do the job of 10 engineers.
• 15:01
  [SPEAKER_04]: And guess what?
• 15:02
  [SPEAKER_04]: There's less people issues.
• 15:03
  [SPEAKER_04]: There's less, you know, a million things you could go down the reason, and so it's just interesting to see all of this play out.
• 15:12
  [SPEAKER_04]: So anyhow.
• 15:13
  [SPEAKER_05]: Let's, this is what we do on the run down.
• 15:15
  [SPEAKER_05]: You never know where we're going to end up.
• 15:16
  [SPEAKER_05]: Hot, hot takes off the press right here, fellas.
• 15:19
  [SPEAKER_05]: Coinbase fires, like Bryce just said, a large number of their staff.
• 15:24
  [SPEAKER_05]: And then they have their earnings call Brian Armstrong lays off how, you know, X, I'm sorry, ayes the future and Coinbase is an AI company and we're cutting costs with AI and, you know, people, the average human doesn't like to see large layoffs.
• 15:41
  [SPEAKER_05]: And then you go down and you say, okay, well, what has Coinbase spent on their, you know, spent in the last couple years.
• 15:46
  [SPEAKER_05]: I know they bought like the podcast platform for, you know, tens of millions of dollars.
• 15:51
  [SPEAKER_05]: And they bought a bunch of different other companies for a couple billion.
• 15:55
  [SPEAKER_05]: And it hasn't really leaked into any business growth for them.
• 15:59
  [SPEAKER_05]: So people are like, what do you spend in all your money on a podcast for and then firing your staff?
• 16:03
  [SPEAKER_05]: And then I saw this kind of they announced this on earnings that they bought they bought some Bitcoin so is this they obviously they hold way more cash on their balance sheet than Bitcoin my question to you will start with hunter is this is this a belief in Bitcoin by for Coinbase or is this a PR stunt.
• 16:21
  [SPEAKER_05]: by having more cash than Bitcoin on their balance, you know, by buying Bitcoin this week.
• 16:25
  [SPEAKER_05]: They bought, I think it was like $80 million worth of Bitcoin because they were getting trashed online based on it.
• 16:31
  [SPEAKER_03]: Right.
• 16:31
  [SPEAKER_03]: Well, kind of coincides with the sailor and insane that, you know, we're just going to sell a little Bitcoin to and not collate the market so that if we ever have to do it in the future,
• 16:41
  [SPEAKER_03]: you know, everyone's going to be okay with it.
• 16:42
  [SPEAKER_03]: It was just, you know, like, it's okay.
• 16:44
  [SPEAKER_03]: It's just a little quick little vaccine virus, whatever.
• 16:47
  [SPEAKER_03]: But no, you know, Coinbase, I think, is here.
• 16:49
  [SPEAKER_03]: They've proven that they want to be here for the long term.
• 16:51
  [SPEAKER_03]: I wouldn't be building out, you know, a blockchain.
• 16:54
  [SPEAKER_03]: And, you know, Coinbase ventures and then they have X402 that's doing a bunch of AI agente stuff.
• 17:00
  [SPEAKER_03]: I don't see.
• 17:01
  [SPEAKER_03]: I mean,
• 17:02
  [SPEAKER_03]: I could imagine you know during the time like this where the markets down a little bit you want to help prop up the market is that I'll help up your treasury with every you know the digital assets you have and your banks that you might buy a little bit more but other than that I you know I think they're pretty fair across the board with their and what they're belief I mean they're one of the OGs in the game I don't see um really anything they do is something to just uh be yeah you know naive to the market yeah I would say like
• 17:30
  [SPEAKER_04]: going back to the early days of Coinbase, they used to just be like only Bitcoin.
• 17:35
  [SPEAKER_04]: So a lot of the Bitcoiners liked them.
• 17:37
  [SPEAKER_04]: And then they added Litecoin and Ethereum.
• 17:40
  [SPEAKER_04]: I believe it was 2015, 2016, 2017, and in those kind of years, they really started to go full
• 17:49
  [SPEAKER_04]: And they started talking really positively about donating all of their, you know, to the Ethereum foundation, because there was, you know, they didn't want to donate to core.
• 17:57
  [SPEAKER_04]: And then they in the Toriesly supported kind of the Bitcoin cash air drop, which was really, really crazy period in August of 2017.
• 18:06
  [SPEAKER_04]: when Bitcoin had a contentious hard fork and if you held one Bitcoin after the fork went through you now held one BTC and then one BCH and then the whole market was like well what's the real one now I have a copy of both and it was mostly traded on Coinbase right and they supported this fork and I remember there's periods when Bitcoin Cash was was more valuable almost
• 18:32
  [SPEAKER_04]: And there was, so they got a lot of flack a lot of hate for that and they just, you know, really didn't invest much in the Bitcoin ecosystem, even though they got their whole start off of it.
• 18:44
  [SPEAKER_04]: So they've gotten dragged publicly for all of that stuff over the years from crypto people who have been more philosophically driven as opposed to market driven and like you got to realize this guy Brian Armstrong.
• 18:57
  [SPEAKER_04]: It's got to run a company, he's got to make profit margins.
• 18:59
  [SPEAKER_04]: He's got to skate to where the puck is going, not to what it used to be, and clearly the market demanded prediction markets, and NFTs, and altcoin trading, and derivatives, and all these other things that they're doing, and they're accelerating, and then, whereas the OG Bitcoin is who have a lot of cloud, and so they're able to stir up all of these online debates, and virality, and stuff.
• 19:23
  [SPEAKER_04]: I think this is kind of a tongue-in-cheek,
• 19:25
  [SPEAKER_04]: All right, guys, we're going to do a little something for you here, too.
• 19:28
  [SPEAKER_04]: I agree.
• 19:29
  [SPEAKER_05]: I agree.
• 19:30
  [SPEAKER_05]: I agree because they were definitely getting dragged.
• 19:32
  [SPEAKER_05]: Just in general, like, just not buying Bitcoin over the years.
• 19:35
  [SPEAKER_05]: And then they had a tough week on X. I'm always cruising on X, tweeting, seeing what's going on.
• 19:40
  [SPEAKER_05]: I saw a fair amount going after the operations and some decisions.
• 19:45
  [SPEAKER_05]: And, you know, I think Brian Armstrong sold 500 million in stock over last year.
• 19:50
  [SPEAKER_04]: Yeah, with that, with that real, I want to double check that one.
• 19:52
  [SPEAKER_04]: Because I saw that circulating
• 19:55
  [SPEAKER_04]: I mean, he sold a lot of stock before.
• 20:01
  [SPEAKER_05]: Yeah.
• 20:01
  [SPEAKER_05]: Well, you got, you know, you got to sell your stock.
• 20:03
  [SPEAKER_05]: You can't, it's, it's, you got to make some money, I guess, but he's, he's also been a leader in the Clarity Act, and we'll get to that later.
• 20:09
  [SPEAKER_04]: So, you know, he's, he's, he's, he's, he's, he's definitely a leader and also a, a, a, a stickler on one point that really benefits his business that, he's been saying we're not going to support it unless we get.
• 20:30
  [SPEAKER_05]: Yeah, that's all right.
• 20:31
  [SPEAKER_04]: Good.
• 20:32
  [SPEAKER_04]: No, no, no, you're right.
• 20:33
  [SPEAKER_04]: I think you got a couple phone calls.
• 20:34
  [SPEAKER_04]: I said, I think they're going to work it out.
• 20:35
  [SPEAKER_05]: Well, let's move on.
• 20:38
  [SPEAKER_05]: So I think we got to follow way.
• 20:39
  [SPEAKER_05]: Basically we're saying in years where's the money going, right?
• 20:41
  [SPEAKER_05]: The belief is that the future is on chain.
• 20:44
  [SPEAKER_05]: The future is in crypto.
• 20:46
  [SPEAKER_05]: And so yeah, there's, you know, there's obviously retail euphoria.
• 20:49
  [SPEAKER_05]: We've seen over many cycles.
• 20:50
  [SPEAKER_05]: But what's happening right now?
• 20:52
  [SPEAKER_05]: Who's buying right now?
• 20:52
  [SPEAKER_05]: And if you've turned tuned into the show over the last couple months, we've been showing you the flows.
• 20:57
  [SPEAKER_05]: The net inflows of the Bitcoin ETF has been great.
• 21:00
  [SPEAKER_05]: And it's like, okay, well, who's buying that?
• 21:02
  [SPEAKER_05]: Is it retail versus institutions?
• 21:03
  [SPEAKER_05]: And then what is Wall Street doing?
• 21:05
  [SPEAKER_05]: What are these institutions doing?
• 21:07
  [SPEAKER_05]: And they're hiring, guys.
• 21:08
  [SPEAKER_05]: JP Morgan, Morgan Stanley, BlackRock, Bank of America, City Group, Fidelity, and Jeffries.
• 21:13
  [SPEAKER_05]: We all know those names.
• 21:14
  [SPEAKER_05]: They've been around in finance and living on Wall Street forever.
• 21:17
  [SPEAKER_05]: And they're all hiring digital asset positions.
• 21:20
  [SPEAKER_05]: Director of digital assets, senior leads, software engineer, digital asset teams, equity research, crypto, and digital assets.
• 21:28
  [SPEAKER_05]: My point of when Morgan Stanley launched their Bitcoin ETF and they don't have a ton of ETFs at Morgan Stanley and the Black Rock one and then hiring all these people to point that I've kept hammering home to the listeners are is that these firms don't invest time people capital and products just to do this for three six months a year, two years and they got it didn't work we're out.
• 21:51
  [SPEAKER_05]: This is this is laying a foundation of work that that isn't going anywhere.
• 21:55
  [SPEAKER_05]: So I wanted to get your take price on when you see these type of names Start hiring when when you know two three four five years ago you can pull that clip of Larry think saying it's you know Bitcoins for criminals and terrorists and JP Morgan and Jamie diamond friend of the show
• 22:11
  [SPEAKER_05]: Jamie Diamond saying, you know, it's a pet rock like Bitcoin's a pet rock and now he's hiring digital asset teams.
• 22:17
  [SPEAKER_05]: So, you know, is this bullish to you?
• 22:20
  [SPEAKER_05]: What do you take away from this?
• 22:22
  [SPEAKER_04]: Yeah, this is certainly bullish because it affects the psyche of the
• 22:28
  [SPEAKER_04]: let's call it the older generations.
• 22:30
  [SPEAKER_04]: The people who are now 40 years plus or even my parents, which is the baby boomer generation.
• 22:37
  [SPEAKER_04]: So they have all of their wealth with financial institutions like the ones you see on the screen.
• 22:43
  [SPEAKER_04]: Whether that's JP Morgan, Morgan Stanley, BlackRock, Bank of America City Group, Fidelity Jeffries.
• 22:47
  [SPEAKER_04]: What do they have with these guys?
• 22:48
  [SPEAKER_04]: They've got the trust.
• 22:50
  [SPEAKER_04]: Okay, so my parents' generation doesn't inherently trust Bitcoin or Coinbase or any of these other things with hundreds of thousands or millions of dollars the way they would an institution like this.
• 23:03
  [SPEAKER_04]: So what we have here is a classic case of certainly the innovators who initiated this whole movement are not on this list because
• 23:14
  [SPEAKER_04]: they've already been hiring these people right now you have the incumbents that are saying okay innovators you started this trend you've proved it out now we're going to throw this thing into hypergrowth mode we're going to put our public you know balance sheets behind this we're going to raise money we're going to you know do all these things oh and by the way we have the customers trust who have all the money because our generation
• 23:38
  [SPEAKER_04]: Hey, to admit it to everybody, doesn't have the money.
• 23:40
  [SPEAKER_04]: Okay.
• 23:41
  [SPEAKER_04]: We don't have the juice.
• 23:42
  [SPEAKER_04]: The boomers have the juice right now.
• 23:45
  [SPEAKER_04]: And so there I think I saw something like a 60 trillion dollar wealth transfer over the course of the next 25 years.
• 23:53
  [SPEAKER_04]: from boomers to millennials as they inherit, you know, all this estate and stuff.
• 24:00
  [SPEAKER_04]: But right now, our generation, because, again, the boomers have the really low mortgages, the really cheap houses.
• 24:07
  [SPEAKER_04]: They've been the beneficiary of the stock market, compounding over the past 30 or 40 years.
• 24:12
  [SPEAKER_04]: They've got all the money.
• 24:14
  [SPEAKER_04]: And so the fact that all of these institutions are now saying, okay.
• 24:18
  [SPEAKER_04]: the new the new folks the young guys they proved out this new technology it's really cool we've now safety tested it we've done QA we've got the you know investment case now we're going to go full bore into it that's good for everybody who's watching the show who owns crypto currencies because there's a a title wave of money out there that has never once accessed crypto before that is about to access crypto.
• 24:43
  [SPEAKER_04]: They're going to be doing it through these names.
• 24:44
  [SPEAKER_04]: They're going to be shaving off 1 percentage point or 2 percentage point of their 10 million dollar a state or their 10 million dollar brokerage account, 1 percent, 2 percent of that.
• 24:54
  [SPEAKER_04]: And they're going to go market by Bitcoin ETFs.
• 24:56
  [SPEAKER_04]: They're going to go market by, you know, bit wise is, you know, indexes and all that kind of stuff.
• 25:01
  [SPEAKER_04]: And it's going to drastically drive up the prices, I think.
• 25:06
  [SPEAKER_04]: not financial advice, but I think it's going to drastically drive at the prices of the top crypto's and that's also going to then be the point in time when sharp hedge fund traders and sharp individuals or family offices will sell.
• 25:22
  [SPEAKER_04]: The the strength right they'll sell you know, there's this great demand.
• 25:26
  [SPEAKER_04]: They'll sell their Bitcoin or Ethereum.
• 25:27
  [SPEAKER_04]: They're Solana because people are paying the exorbitant prices The books and profits they'll rotate further out the risk curve get some multiples on the small caps the micro caps the meme coins the NFTs and there's going to be that whole big new cycle again.
• 25:42
  [SPEAKER_04]: except this is going to be the biggest cycle in terms of no-ional value.
• 25:46
  [SPEAKER_04]: It might not be the biggest price move in price bubble that we're going to see in terms of percentage points because it's a lot easier to move a $1 asset like Bitcoin to $100 than it is to move a $100,000 asset to $10 million.
• 26:04
  [SPEAKER_04]: And so
• 26:05
  [SPEAKER_04]: It's probably not going to be as high of a percentage move, but these guys are going to bring in the money and it's going to be a more sustained run.
• 26:12
  [SPEAKER_04]: So you can't, you can't really get more bullish than what we're looking at with them building out their entire suite of products and hiring all those people.
• 26:22
  [SPEAKER_04]: It just, you know, it screams that we just all need to be patient here.
• 26:25
  [SPEAKER_05]: let them build.
• 26:27
  [SPEAKER_05]: Let them build and then kind of what you said is a great point on Bitcoin.
• 26:31
  [SPEAKER_05]: Like, hey, maybe that, you know, when 10, 20, 30, 50, 100 x is, especially the 100 x isn't there anymore, but, you know, you could still do a 10 x to a million pretty quickly or, you know, especially with your scenario that funneling down of assets and piling into Bitcoin at a 1 to 5% ratio, which a lot of these names are starting to recommend.
• 26:50
  [SPEAKER_05]: Now that, of course, they have products and want to sell you those products.
• 26:53
  [SPEAKER_05]: but there is still a lot of juice in the markets if you know where to look and that's the cool thing about this podcast right is we we kind of do this we want to give you the high level of what's going on and people we kind of bring on Brian and momentum money makers are Brendan and his calls and we kind of go over some winners and
• 27:09
  [SPEAKER_05]: Kind of introducing Hunter here.
• 27:11
  [SPEAKER_05]: I thought it was a perfect time to bring him on because Hunter has a segment in our newsletter called coin of the week where him and Bryce and the team kind of you know get together and kind of look at some maybe some assets that might be moving sooner rather than later where the quote unquote juice might be.
• 27:27
  [SPEAKER_05]: And I wanted to bring on Hunter and Bryce to show you, you know, people always ask what's it like in the community, what's it like in the community to get the newsletters from Bryce, where he'd Brendan, Hunter, come on, man, a money maker guy.
• 27:37
  [SPEAKER_05]: So that kind of this episode today for this segment is kind of give you a look into what that's like.
• 27:42
  [SPEAKER_05]: And if you're interested and you like what you see and you want to get more involved, there is a link in the show notes to join VIP and you get more of Bryce.
• 27:50
  [SPEAKER_05]: The IP calls, you're going to get more of Hunter, more of Breton, more of the entire team, you're going to get our newsletters and tons of awesome things to continue learning and growing on your crypto journey.
• 27:58
  [SPEAKER_05]: So take a look at that.
• 27:59
  [SPEAKER_05]: The VIP link is down there and if that's not for you, we have the $1 trial.
• 28:03
  [SPEAKER_05]: We also have the free book, which Hunter has on the on the on the back.
• 28:07
  [SPEAKER_05]: there, like that little product placement there, hunter free book in the link as well.
• 28:11
  [SPEAKER_05]: And then one final ask before I hand it off to Hunter to open up the charts is we have over a hundred people right now, which is awesome.
• 28:17
  [SPEAKER_05]: Really appreciate everybody joining.
• 28:19
  [SPEAKER_05]: Give us a like.
• 28:20
  [SPEAKER_05]: It really helps me, helps me, you guys know how passionate I'm about our YouTube channel on podcast.
• 28:25
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• 28:26
  [SPEAKER_05]: And if you're new here, bottom right, you'll see our logo.
• 28:28
  [SPEAKER_05]: subscribe and join us for more because you're going to want it.
• 28:32
  [SPEAKER_05]: Let's hand it off to hunter hunter.
• 28:34
  [SPEAKER_05]: You've had some absolute winners along with price and the rest of the team for the coins of the week and I know you wanted to share a couple of them and pull up the charts.
• 28:42
  [SPEAKER_03]: Certainly, let's do some wonderful TA here because it is a perfect day to do that right now.
• 28:48
  [SPEAKER_03]: Oh, you already got the charts.
• 28:50
  [SPEAKER_04]: I just want to make one note on on the Brian Armstrong coin Bay shares that had been a sale because I was looking into that a little bit more he had sold those 500 million dollars worth of shares.
• 29:02
  [SPEAKER_04]: Since April 2025, through January 2026, and it was a pre-disclosed, pre-arranged sale over the course of those eight months or so.
• 29:14
  [SPEAKER_04]: So it wasn't like he just this morning, way up sold $500 million dollars, and it's starting is going to go dump the company and flee the country.
• 29:24
  [SPEAKER_04]: Just so people didn't get a little scared about like, oh my god, I own coin like did he just really sell?
• 29:28
  [SPEAKER_04]: Anyhow, I'll throw it back to you.
• 29:31
  [SPEAKER_03]: Wonderful, we'll start it off high level with Bitcoin and we're at why we're here, where we're going and what's next.
• 29:37
  [SPEAKER_03]: First things first, if you just look at our trend line from the overall high to the low, we've already broken out of that.
• 29:43
  [SPEAKER_03]: Okay, so that is already a trend shift and it'll have itself on Bitcoin.
• 29:47
  [SPEAKER_03]: Even if you move it to logarithmic, you'll see that we retested that trend line.
• 29:51
  [SPEAKER_03]: So that's something on Bitcoin I've been watching a lot was when we were gonna break out of this trend line, we did that and now we're looking for more continuous upside.
• 29:59
  [SPEAKER_03]: Resolution here.
• 30:00
  [SPEAKER_03]: I want to let you guys know that the level we're at right now is one of the most important levels of the really this whole year if I
• 30:10
  [SPEAKER_03]: Take your eyes back to our last having date, which was April 20th, 2024.
• 30:15
  [SPEAKER_03]: This is an anchored view off from that day.
• 30:18
  [SPEAKER_03]: You'll notice it's been used to support one's back in 2025, support at the end of 2025, and then we broke through it.
• 30:25
  [SPEAKER_03]: Well, it's sitting at around $84,000 right now, and we're coming up to that level just pretty much as of this week.
• 30:33
  [SPEAKER_03]: This for me, this level right here is going to be really where the trend shifts back and tooth maybe full bull right now everything is a little bit, you know, a little bit cautious but cautious optimism.
• 30:44
  [SPEAKER_03]: That being said,
• 30:45
  [SPEAKER_03]: If we just looking more locally here, you'll see that there's a leg right here.
• 30:49
  [SPEAKER_03]: It's coming up into the 618 to the $83,000 level.
• 30:54
  [SPEAKER_03]: If we add on our moving averages, the daily, you'll see this yellow 200 daily moving average is also coinciding with the golden pocket.
• 31:03
  [SPEAKER_03]: We call it the 061-8 to the 0.65 on the Thibonacci retracement.
• 31:08
  [SPEAKER_03]: And if I add this parallel channel from,
• 31:12
  [SPEAKER_03]: from our this rising channel right here, you'll see we hit the top side.
• 31:16
  [SPEAKER_03]: So a lot of yellow right here is, you know what to do.
• 31:18
  [SPEAKER_04]: It's just kind of a key resistance area that might offer some lower prices, but if we do break above, maybe whatever this top range, 85 K, if we start to break above and hold that, that could be a really bullish sign that we're going to, you know, potentially have a monster move.
• 31:36
  [SPEAKER_03]: All right, so you've imagine you retest the midpoint of this channel.
• 31:39
  [SPEAKER_03]: You come up, you break through that level.
• 31:41
  [SPEAKER_03]: This gets retested.
• 31:43
  [SPEAKER_03]: Now, all of that volume that was used as resistance for the last two years from the Bitcoin having become support.
• 31:50
  [SPEAKER_03]: And that is the impetus for the real, like, that's when I would want to add risk for more risk than I would down here, because there I get a little bit more confirmation that things are shifting to the upside.
• 32:02
  [SPEAKER_03]: And then, so we have that.
• 32:06
  [SPEAKER_03]: Volume weighted average price for you guys out there.
• 32:09
  [SPEAKER_03]: Probably have heard of it, but it's just a volume weighted average price.
• 32:11
  [SPEAKER_03]: You can choose where you want to anchor it and we also have that which was resistance back in early 2026.
• 32:19
  [SPEAKER_03]: It's also right here as well.
• 32:21
  [SPEAKER_03]: So you can see how important how technical this level is.
• 32:25
  [SPEAKER_03]: It's not random at all and then also if you just want a little bit more juice here.
• 32:30
  [SPEAKER_03]: the the Fibonacci retracement from this last impulse to hear was right up into that level to 618 just like we're coming up into right now.
• 32:39
  [SPEAKER_03]: Now that doesn't mean that that's going to be the impetus for all new lows or whatnot.
• 32:44
  [SPEAKER_03]: It's just that we want to be cautious that this is a very technical level and then if we do get a move above this you could probably see without funding rates still are negative.
• 32:54
  [SPEAKER_03]: We could get a possible big short squeeze up to 100k is what I'm kind of looking at.
• 33:00
  [SPEAKER_03]: Bitcoin just on the short term is this is where we're at and then I'm bullish on Bitcoin is long as I take a volume profile just from the low to where we are now and I take some of this other stuff off so it gets cleaned up.
• 33:16
  [SPEAKER_03]: It's really as simple as this.
• 33:18
  [SPEAKER_03]: This is all of our volumes since we've moved from the load to this high.
• 33:22
  [SPEAKER_03]: As long as we're above around 73 and a half, which is this prior load around here, then everything we've, every pullback is really healthy and I'd be looking for a possible long opportunity to get upside resolution.
• 33:35
  [SPEAKER_03]: Another thing to take note of is that the high right here,
• 33:38
  [SPEAKER_03]: Never hit 83,000 we usually like to see those psychological hold numbers get hit.
• 33:43
  [SPEAKER_03]: So I imagine that will get cleaned up.
• 33:45
  [SPEAKER_03]: So any pulls but pullbacks down here are still conducive for upwards price movement on my end love it.
• 33:55
  [SPEAKER_03]: Yeah, so I suppose we should also just look at e2 real quick.
• 33:59
  [SPEAKER_03]: I'm sure people want to see e-eap exact same thing here.
• 34:03
  [SPEAKER_03]: But a little bit lackluster over the last few weeks, but same thing with the trendline break.
• 34:10
  [SPEAKER_03]: All right, that was a big thing.
• 34:12
  [SPEAKER_03]: We had hesitation right there around April 12th and then that bullish engulfing candle to get resolution over it.
• 34:18
  [SPEAKER_03]: And if I put it on logger rhythmic,
• 34:24
  [SPEAKER_03]: The trend line was used as support on Bitcoin, but right now it's actually being used as resistance on Ethereum.
• 34:30
  [SPEAKER_03]: So Ethereum a little bit weaker than Bitcoin, which makes me think it's going to get a bit of a deeper pullback where to, well, I posted this in the community as well.
• 34:42
  [SPEAKER_03]: So, you know, this is another thing we post, we post charts also throughout the week of maybe possible long entries and whatnot and this was one of them.
• 34:53
  [SPEAKER_03]: is I'm just looking for once again this whole volume you can see that there's a big note right here around 23 18 right where we're trading as it's coming below this trend line which could be used as resistance which makes me think we might get a deeper pullback into about 2100 where we have the anchor view out from the low at this orange line lining up with this
• 35:17
  [SPEAKER_03]: Golden Pocket, Thibonacci retracement at the 618 from this last low, this structural higher low up to the high down to here.
• 35:25
  [SPEAKER_03]: So I'll be looking for possible move in Ethereum for here, which would be good for accumulation for another big move up here, because one thing I'll notice about Ethereum on the daily.
• 35:36
  [SPEAKER_03]: has not even reached the 200 simple moving average.
• 35:39
  [SPEAKER_03]: And from there, that would be about a 26% move.
• 35:44
  [SPEAKER_03]: Of course, it'll come down a little bit.
• 35:45
  [SPEAKER_03]: So it's called 20 to 25.
• 35:47
  [SPEAKER_03]: But a lot of opportunity of this does pull back.
• 35:49
  [SPEAKER_03]: It's still not bearish overall on it, but it is showing that if eat is a little bit sluggish, then some of the altcoins we've talked about this kind of popcorn market where some altcoins are really moving up fast.
• 36:01
  [SPEAKER_03]: Some are still a little bit subdued.
• 36:05
  [SPEAKER_03]: and that regard.
• 36:07
  [SPEAKER_03]: But nonetheless, we do have some diamonds in the rough and these are some that we have spoken about throughout Coin of the Week over the last few weeks.
• 36:16
  [SPEAKER_03]: One of them that is moving extremely strong today.
• 36:20
  [SPEAKER_03]: It is the number one mover on Coin Gekko if you look for the daily
• 36:25
  [SPEAKER_04]: Daily is on though, okay, so on those markets, man, look at that.
• 36:30
  [SPEAKER_05]: That was our question.
• 36:32
  [SPEAKER_05]: But before we before we do this, because what I call this was, I believe from this week, correct if I wasn't mistaken.
• 36:38
  [SPEAKER_05]: Two weeks later.
• 36:39
  [SPEAKER_05]: Yeah.
• 36:39
  [SPEAKER_05]: So Bryce, could you just explain to the audience kind of the thesis of coin of the week before I'll let you take that away.
• 36:45
  [SPEAKER_05]: He's been he's been owning it.
• 36:48
  [SPEAKER_03]: Right, so the coin of the week, you know, we we have a newsletter that is produced by a lot of our smart analysts that we'll talk about a certain theme that's going on in the market that we're very interested in and that'll usually involve certain protocols maybe one maybe multiple.
• 37:03
  [SPEAKER_03]: And a lot of times we like to tie the coin of the week to some of that theme, but not always, but it's really just coins that we are really interested in, that for the long term, but that might be showing actual time to buy, like, you know, was just time to get in now, like over the next few weeks, because we want to be set up for that position.
• 37:22
  [SPEAKER_03]: I mean, maybe it'll happen a few weeks after, but it's like we've noticed a signal we've seen the
• 37:31
  [SPEAKER_03]: constituents, you know, our patrons out there have ample time to possibly get into a good lucrative long position.
• 37:37
  [SPEAKER_04]: And it tends to be a combination, just as kind of playing off a understain, a good combination of both technicals, like technical analysis, like the charts, but also the fundamentals in trying to line up the
• 37:49
  [SPEAKER_04]: both, you know, whether there's a big catalyst coming that's lining up with a good chart break out, whether there's, you know, a new partnership being announced or a new product release, like this just got announced that they had at the DTCC.
• 38:05
  [SPEAKER_04]: So there was some fundamental reasonings, but also the chart had a very compressed volatility structure.
• 38:11
  [SPEAKER_04]: It was at the bottom, kind of back to its double lows.
• 38:14
  [SPEAKER_04]: I mean, there was a million things, the 20 week moving average,
• 38:18
  [SPEAKER_04]: Everything kind of lined up, we're like, hold on like this thing, you know, fits the bill.
• 38:23
  [SPEAKER_04]: It's got an accumulation low, you know, it's breaking above the 20 week.
• 38:27
  [SPEAKER_04]: It's got a great, you know, partnership set up and catalyst set up.
• 38:31
  [SPEAKER_04]: So that's a little bit of like just how we think about, you know, putting this together.
• 38:34
  [SPEAKER_03]: Right.
• 38:35
  [SPEAKER_03]: Well said, yeah, it's fundamental and technical and that's really the bread and butter.
• 38:39
  [SPEAKER_03]: You know, if you have both of those synchronized synced up, then that's when you find those
• 38:45
  [SPEAKER_03]: you know, these gold mines, the ones that are in your dangerous.
• 38:48
  [SPEAKER_03]: That's when they lead the market, you know?
• 38:51
  [SPEAKER_03]: Going into a friday, I mean, I get here at the team.
• 38:53
  [SPEAKER_03]: We couldn't, we couldn't celebrate any better than up up at the highs on a friday.
• 38:59
  [SPEAKER_03]: So yeah, so on though here, you know, this is something I expecting to continue going up higher and higher.
• 39:06
  [SPEAKER_03]: I really don't have to make it much more difficult than this.
• 39:09
  [SPEAKER_03]: Just take a, you know, volume profile from here to here.
• 39:12
  [SPEAKER_03]: And you'll see that we're kind of in this whole low volume area.
• 39:16
  [SPEAKER_03]: And we don't reach high volume until back up until the 70s.
• 39:19
  [SPEAKER_03]: I don't see why this doesn't reach up until 60 to 70.
• 39:22
  [SPEAKER_03]: You know, still it's still going to, but that being said,
• 39:25
  [SPEAKER_03]: We always like to preach caution and, you know, we don't want to throw you into the fire right when everything is, you know, people are exiting or anything, but you're getting to do have to be wary that we're at the highs and it's more prudent to look for pullbacks to get involved if you're interested in.
• 39:40
  [SPEAKER_03]: So I'd always would look at our moving averages or 20 or 50 or 200 and kind of cycle down lower time frames if you're interested in getting in.
• 39:49
  [SPEAKER_03]: and just kind of wait for a retest of any of those if you are still looking for a long opportunity.
• 39:56
  [SPEAKER_03]: But other than that, you know, on the amazing winner today, great fundamentals breaking out of a three-month consolidation right here.
• 40:04
  [SPEAKER_03]: So really, you know, it's, you know, getting above all these highs right here, has it tated a bit and then boom, just off to the races.
• 40:12
  [SPEAKER_03]: And this is after it spent 500 days
• 40:18
  [SPEAKER_03]: It's all time high over $2 coming all the way down to 20 cents and just right on time with the market and everything and this is also what boats well with the overall market we're seeing stuff like this stuff that is very important for the infrastructure of
• 40:33
  [SPEAKER_03]: blockchain, because this is how we were just talking about BlackRock, JP Morgan, all this.
• 40:38
  [SPEAKER_03]: That is the financial side, like the financial engineering side of this.
• 40:42
  [SPEAKER_03]: This is the technical, like the actual technological infrastructure, how we're going to build on chain with these real world assets.
• 40:50
  [SPEAKER_03]: So an amazing call right here, amazing to see this moving.
• 40:54
  [SPEAKER_03]: Beyond that, another one that we absolutely called right on time,
• 41:01
  [SPEAKER_03]: I'm sure some of you guys might be familiar out there with some of the defy, decentralized finance stuff that happened a few weeks ago regarding a malicious actor in an ovary and draining, you know, about $290 million worth of assets, as by be used as a bad collateral.
• 41:24
  [SPEAKER_03]: what that impacted was some borrowing and lending platforms.
• 41:28
  [SPEAKER_03]: All right, so there are platforms out there that you can go, you can go supply your Bitcoin and then you can borrow against it and then use that capital elsewhere.
• 41:36
  [SPEAKER_03]: Just like you could with your stock, you can have your stock allow it to be shorted by other people and you get a fee, you get an interest rate off of it.
• 41:46
  [SPEAKER_03]: So same thing, same concept, just trying to unlock liquidity will spark SPK is in that arena of borrowing and lending, you know, Brice I know that you guys spoke with one of the guys over there in the in the protocol and this was one that we called right about right around here before broke out right when it did kind of
• 42:10
  [SPEAKER_03]: break out of the highs and then retested this 26 cents and then right after that we got an amazing 135% move all the way up to the high and actually this was the second target we had shown in the coin of the week.
• 42:26
  [SPEAKER_03]: writing that this was the actual exact target.
• 42:29
  [SPEAKER_03]: So you would have hit target one target two aptly so because it pulled that quite a bit and this one is still geared for higher as we've moved into the daily 20 S&A.
• 42:40
  [SPEAKER_03]: We'll see if we get some more upside potential.
• 42:43
  [SPEAKER_03]: But this is another example of how the fundamentals and the technicals really align to bring a diamond in the rough.
• 42:51
  [SPEAKER_03]: And so we're a big fan of this one and hopefully gets some more upside here.
• 42:56
  [SPEAKER_03]: And then just one more that is also moving and this is one that we actually wrote about about a month ago.
• 43:02
  [SPEAKER_03]: So this is what I was talking about.
• 43:03
  [SPEAKER_03]: We like these coins for the long term and sometimes the setups take a little bit to play out, but.
• 43:10
  [SPEAKER_03]: low and behold, now it's it's time to shine.
• 43:13
  [SPEAKER_03]: And I mean, just from we were talking about it was that beautiful chart, beautiful chart.
• 43:19
  [SPEAKER_03]: I mean, you see these moving averages all coalescing and then it's retested the daily 200 yellow here multiple times and it squeezes up, you know, and then just with with.
• 43:30
  [SPEAKER_03]: with momentum and magnitude, and it's already up 50% from that up about 19% today.
• 43:38
  [SPEAKER_03]: So up there with Ando, so two calls that we wrote about very, you know, within the last month Ando being this week, this one about last month.
• 43:48
  [SPEAKER_03]: This is another one that has fundamentals and technical involved with it.
• 43:52
  [SPEAKER_03]: AKT, otherwise known as a caution, is a AI compute-depend project, so decentralized
• 43:59
  [SPEAKER_03]: network project where they kind of buy and sell compute for people that you know want to offload some of their bandwidth from their GPUs, you know, they they kind of build a market place for people to do that and it's really big during this AI economy because people are using
• 44:19
  [SPEAKER_03]: You know, chips and GPU and bandwidth like crazy.
• 44:23
  [SPEAKER_03]: I mean, that's the bottleneck and the future.
• 44:25
  [SPEAKER_04]: That's what I talked about at the outset.
• 44:28
  [SPEAKER_04]: Exactly.
• 44:28
  [SPEAKER_04]: These engineers online developers, right?
• 44:31
  [SPEAKER_04]: They're demanding these tokens, right?
• 44:34
  [SPEAKER_04]: And these tokens are sort of what people are using to pay the AI to process all these different things.
• 44:41
  [SPEAKER_04]: And so a caution renders another one that's kind of right at the epicenter of all this.
• 44:46
  [SPEAKER_03]: Yeah.
• 44:46
  [SPEAKER_03]: render another great one.
• 44:47
  [SPEAKER_03]: We've talked about and you can see it's starting to kind of get it's also the exact same pattern here where it was squeezing right here and now renders it's about to get its moment in the sun.
• 44:59
  [SPEAKER_03]: I imagine this starts moving up back to these highs.
• 45:01
  [SPEAKER_03]: So those are that's part of the AI narrative that's going on right now, but just three calls that we've talked about on coin of the week and many others of course, but just three wanted to highlight because it was aptly so to do that today with just how the market's been.
• 45:16
  [SPEAKER_05]: But yeah, Tvo, that's awesome, man.
• 45:20
  [SPEAKER_05]: Thank you for breaking that down.
• 45:21
  [SPEAKER_05]: And again, that's quite a week.
• 45:22
  [SPEAKER_05]: It's all part of being inside the community.
• 45:24
  [SPEAKER_05]: So if that kind of next level of information, something that you're interested in, there's a link below.
• 45:30
  [SPEAKER_05]: It's the VIP program here at Crypt Nation.
• 45:33
  [SPEAKER_05]: you get you know the newsletter that has coined the week in it you get VIP coaching calls with hunter with price with the entire team it's just you know so much more to be involved instead of getting you know the rundown or where we can't really break down in depth the calls would kind of do more the macro news so if getting into the calls and the price action and the TA is more what you're looking for check out the link it's super super fun and you get more of us which you know what's not to love about that I want to give a shout out to the chat I mean
• 46:01
  [SPEAKER_05]: hundreds of people.
• 46:02
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• 46:10
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• 46:12
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• 46:13
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• 46:16
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• 46:18
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• 46:21
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• 46:23
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• 46:24
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• 46:28
  [SPEAKER_05]: uh... something that we want to move along to uh... if uh... uh... hunter you can stop sharing your screen there was a clip uh... that was circulating around i saw it on tv was uh... uh... vanax uh... vanax mathu seagull he would be uh... kind of had a breakdown of bit coin
• 46:44
  [SPEAKER_05]: Where he thought the current state of Bitcoin is, and then a quite lofty target of $1 million per Bitcoin.
• 46:52
  [SPEAKER_05]: So it's something that we're gonna want to watch here.
• 46:54
  [SPEAKER_05]: I trimmed down this clip It's gonna be about a minute 20.
• 46:57
  [SPEAKER_05]: So he kind of gives a little macro take.
• 46:59
  [SPEAKER_05]: He ties it exactly to what Bryce said of how Bitcoin's kind of trading in the tech market But then elaborates on his million dollar price prediction and then we'll react to it on the other side.
• 47:08
  [SPEAKER_05]: So let's take a listen
• 47:09
  [SPEAKER_01]: on the way.
• 47:10
  [SPEAKER_01]: Right now, Bitcoin's correlation with the NASDAQ has actually reached a five-year high, so a lot of this is a macro move, and what keeps us encouraged even at current levels is that we're not seeing the froth in the derivative markets.
• 47:25
  [SPEAKER_01]: If you look at the options markets, the futures markets, to us, it still looks like this is a short-covering rally, which means positioning is negative.
• 47:34
  [SPEAKER_01]: And so we're feeling pretty constructive.
• 47:35
  [SPEAKER_01]: The big move is really in the minors today.
• 47:38
  [SPEAKER_01]: Those are the stocks that are up, you know, 5% plus, HUD 8 is up 30%.
• 47:42
  [SPEAKER_01]: That's a Bitcoin miner who's pivoting to AI.
• 47:45
  [SPEAKER_01]: There's a really virtuous cycle going on right now between the convergence of AI and Bitcoin.
• 47:49
  [SPEAKER_01]: So that's where we're really trying to play with our note ETF, which is how to a good run.
• 47:54
  [SPEAKER_00]: You said a million dollars in Bitcoin, which is at ADK now?
• 47:58
  [SPEAKER_01]: Yeah, I mean, it's going to take some number of years.
• 48:01
  [SPEAKER_01]: How many years for that, maybe half a decade, I think is possible.
• 48:05
  [SPEAKER_01]: Five years?
• 48:06
  [SPEAKER_01]: Yeah, when you look at the demographic trends and the intentions of young investors to allocate to Bitcoin, it's going to be like the video game.
• 48:16
  [SPEAKER_01]: industry where 30 years ago it was just kids playing video games now Elon Musk plays video games people don't quit they also don't quit Bitcoin we now have the first central bank buying Bitcoin for its reserves so this is a megatrend but it's going to be very volatile along the way and we're trying to smooth out some of that volatility okay that's a big jump but we'll see five years time not appreciate
• 48:40
  [SPEAKER_05]: It kind of sounds like exactly what Bryce said 20 minutes ago for all the trends.
• 48:44
  [SPEAKER_05]: So Bryce handed it off to you to get started and we'll just kind of kick around that.
• 48:48
  [SPEAKER_04]: Yes, if you have, so he's calling for a million dollars within five years and I was running the math a little bit before we hopped on.
• 48:58
  [SPEAKER_04]: And a million dollars over the course of five years from a starting point.
• 49:02
  [SPEAKER_04]: of $80,000 we're at today would be a 65% compound annual growth rate.
• 49:11
  [SPEAKER_04]: Okay, so that's pretty substantial, 65% compound annual growth rate.
• 49:16
  [SPEAKER_04]: 100, maybe you could look up what Bitcoin's current cagor is.
• 49:21
  [SPEAKER_04]: I'm not sure if it's 65, or if it's if it's around there, I do know Michael
• 49:32
  [SPEAKER_04]: for bitcoins.
• 49:34
  [SPEAKER_04]: I mean, kind of terminal value or it's kind of long term target is a 35% so I said, okay, well, what would 35% compound annual growth rate starting from $80,000 look like by $20,000,000 when this million dollar price target?
• 49:51
  [SPEAKER_04]: That would put us at a $364,000
• 49:57
  [SPEAKER_04]: if you use Michael Saylor's long term number of 35% if you use vanac who by the way vanac their group didn't just fall off the turn up truck they've been in markets for you know 30 years or longer they've got 200 billion dollars of assets under management and some of the best ETFs and so they're not just again willy nilly saying all this stuff for him to say you know we think a million dollars per bit coin by
• 50:21
  [SPEAKER_04]: 2031 is possible.
• 50:23
  [SPEAKER_04]: I mean, it carries a lot of weight.
• 50:24
  [SPEAKER_04]: So I just want to pause real quick.
• 50:26
  [SPEAKER_05]: I'm a little shocked before we continue the conversation absolute shout out to Anna a $100 super chat Wow, that's a crypto 101 first somebody's really enjoying the show.
• 50:37
  [SPEAKER_04]: Oh, thank you.
• 50:37
  [SPEAKER_04]: So much.
• 50:39
  [SPEAKER_04]: I think that's our biggest super chat ever.
• 50:41
  [SPEAKER_05]: That's a that's a five X or you think that's a five X.
• 50:44
  [SPEAKER_05]: We got like 10, 20.
• 50:45
  [SPEAKER_03]: I think that's a 65% tagger right there.
• 50:48
  [SPEAKER_05]: That's unbelievable.
• 50:50
  [SPEAKER_04]: And we're a is our new favorite customer of the hero absolute hero.
• 50:58
  [SPEAKER_05]: Thank you so much, Anna.
• 50:59
  [SPEAKER_05]: I'm sorry.
• 51:00
  [SPEAKER_05]: Sorry.
• 51:00
  [SPEAKER_05]: Okay.
• 51:00
  [SPEAKER_05]: I'll find a were you jumping in there.
• 51:02
  [SPEAKER_03]: I was just saying that's a 65% caguer, but I looked it up and actually over the last 10 years, so just let's not use kind of the outlier of the beginning of inception, it is around 67%.
• 51:11
  [SPEAKER_03]: So, wow, okay.
• 51:15
  [SPEAKER_03]: Yeah, so I mean, I guess it's hard to, it's hard to believe because as it matures in the mature markets, you would think that the growth rate kind of.
• 51:25
  [SPEAKER_03]: It's a bit, but.
• 51:27
  [SPEAKER_03]: You know, I always like to say on a rolling five-year basis, I'm extremely bullish, so wherever that lands me in five years, it'll be a good spot, but million, you know, sometimes I take that, you know, let's be careful with the price targets, but maybe the optimism is what's really most important, right?
• 51:48
  [SPEAKER_05]: question question um he was talking about hut uh popped on the mining kind of changing to AI uh I know uh riot and uh somebody just announced something within video it was uh maybe hut it was it hudder riot somebody did
• 52:04
  [SPEAKER_05]: I have a question over all, so as these, as a couple of these Bitcoin miners transition, their power supply to going down the AI power train, does that leave kind of void where maybe there's not as much Bitcoin being mined down the line as well and kind of that five-year window, these miners might just follow the money in completely stop mining Bitcoin or, you know, it's going to leave an opportunity for a fewer miners to mine and that leaves the price going
• 52:33
  [SPEAKER_05]: Is it too early in that story line or is that something that, you know, we can start thinking about maybe.
• 52:40
  [SPEAKER_04]: Great question hunter.
• 52:41
  [SPEAKER_04]: I'd love to hear your your thoughts on this one.
• 52:44
  [SPEAKER_04]: I don't have a super solid answer other than, you know, Bitcoin mining has gone through many different like phases and stuff over time and it's sort of two week difficulty adjustment algorithm.
• 52:58
  [SPEAKER_04]: That it targets.
• 52:59
  [SPEAKER_04]: really corrects for a lot of these aberrations in mining power, how much mining powers sort of, you know, pointed to Bitcoin, how much mining power is, you know, not pointed at it, is changing over from, you know, BTC mining to, um,
• 53:15
  [SPEAKER_04]: I don't know, AI stuff like that.
• 53:17
  [SPEAKER_04]: So I think there definitely will be pressure as, you know, on Bitcoin miners like where they're, you know, putting their power and energy as the prices of AI mining goes up, if you will, or providing compute to AI inference and AI training and all that stuff, what needs a lot of compute.
• 53:40
  [SPEAKER_04]: But I think the price of Bitcoin will always be the incentivizer to say, okay, it's getting a little bit too expensive.
• 53:48
  [SPEAKER_04]: It's getting a little bit too cheap and the miners will point back to mining Bitcoin once it gets too cheap.
• 53:54
  [SPEAKER_04]: So it'll be something definitely that, you know, I should do a little bit more research on because it does seem like there's a lot of like, I know galaxy just announced that they're not just but like last year announced that they're moving some of their public Bitcoin mining infrastructure and data centers to becoming
• 54:10
  [SPEAKER_04]: You know, AI specific ones.
• 54:12
  [SPEAKER_04]: I think you said hut eight or some of the other riot marathon.
• 54:15
  [SPEAKER_04]: So I think to one experiment in Nidia and Vidya and hired partners with with iron so so to one extent that increases the optionality of the companies value right because they now don't just have to be beholden to Bitcoin mining and Bitcoin prices and they could actually be more flexible as these you know providers and stuff of you know Bitcoin mining AI inference
• 54:39
  [SPEAKER_04]: RL training whatever they're going to do.
• 54:42
  [SPEAKER_04]: So I think it in a sense strengthens the case for Bitcoin minors and there's a great ETF out there as well called WGMI.
• 54:51
  [SPEAKER_04]: The coin shares Bitcoin coin shares Bitcoin mining ETF.
• 54:56
  [SPEAKER_04]: Let me just double check WGMI.
• 54:59
  [SPEAKER_04]: The coin shares Bitcoin market.
• 55:01
  [SPEAKER_02]: Yeah.
• 55:01
  [SPEAKER_04]: We're going to make it exactly.
• 55:03
  [SPEAKER_04]: It is a play on the words of the, um, of the meme, uh, Wagmai.
• 55:08
  [SPEAKER_04]: We're all going to make it, which was like big in, I don't know, 22 or something like that.
• 55:12
  [SPEAKER_04]: Like everybody clearly did not make it through the FDX implosion.
• 55:17
  [SPEAKER_04]: But I would check out that.
• 55:18
  [SPEAKER_04]: Because that thing is also showing, you know, really good price structure as if people are accumulating Bitcoin miners.
• 55:25
  [SPEAKER_04]: Um, so there's a whole other science that kind of goes into
• 55:30
  [SPEAKER_04]: something that we should definitely cover a little bit more, but that would be my shout out there, WGMI.
• 55:36
  [SPEAKER_04]: If you just want to get general price exposure to Bitcoin miners and their conversion back and forth to AI mining and Bitcoin mining.
• 55:45
  [SPEAKER_05]: The actual funny comedic side of the story, if it completely loops, is people stop the minor, stop mining Bitcoin to chase the AI power and the profitable there and then the AI chooses Bitcoin and then the miners come back to the price skyrocket so that's a good storyline.
• 56:03
  [SPEAKER_05]: That's a five year story line.
• 56:05
  [SPEAKER_05]: That's a million dollar Bitcoin.
• 56:06
  [SPEAKER_05]: Hey, maybe maybe we're sold it right here.
• 56:08
  [SPEAKER_03]: The most ironic stories like the one that becomes real kind of like knock a razor type thing, but it's, oh, the ironic outcome is the most likely.
• 56:19
  [SPEAKER_02]: Yeah.
• 56:20
  [UNKNOWN]: Yeah.
• 56:20
  [SPEAKER_05]: So a great conversation.
• 56:22
  [SPEAKER_05]: We're already hitting against the hour here.
• 56:23
  [SPEAKER_05]: So I want to move us along one more topic to kick around.
• 56:26
  [SPEAKER_05]: Then we'll get some hunter halos and then we'll get out of here.
• 56:29
  [SPEAKER_05]: Clarity act fellas price.
• 56:30
  [SPEAKER_05]: We haven't really gotten I know on the podcast.
• 56:32
  [SPEAKER_05]: It's come up a little bit.
• 56:34
  [SPEAKER_05]: But we've been covering the polymarket odds here on the show really all year and fun enough.
• 56:40
  [SPEAKER_05]: It was 65% last night when I checked.
• 56:43
  [SPEAKER_05]: Yeah right and so we actually had a couple shows so Brendan and I were live on air and and it was this day like drop from 45 to like 37 we were live on air we're like what's going on and I think it was just you know some little headline and we kept saying oh I'd take a flyer on that.
• 56:59
  [SPEAKER_05]: Then it brought back up and then we came back down and I think down here We were it was the week Brian and I were doing a show and we said the same thing like all right any time it goes under 50 We would probably take a flyer because it felt 50 50 and now recently that's completely shifted as you can see we're back up to 71 tons of momentum coming out of DC coming from the crypto companies the bank seemingly got a little bit of what they wanted with the stable coin Yield the crypto industry seeming like okay Well, at least there's some guardrails kind of feels like a classic negotiation everybody's walking away
• 57:29
  [SPEAKER_05]: But when to get your take on hey, I mean, I think you said it exactly.
• 57:32
  [SPEAKER_04]: I mean, this is a negotiation between the banking lobby who has entrenched interests and incumbent sort of fiduciaries That don't want to get disrupted and that have funded them and so on and so forth and a lot of those people are in the pockets of the big banking Senate lobby, you know the likes of Sheridan Brown or Elizabeth Warren You know some of these other folks who have been really
• 57:58
  [SPEAKER_04]: at the back-and-call of the big banks for years and years and years.
• 58:03
  [SPEAKER_04]: So I think that this is a whole different world of people donating that are crypto guys.
• 58:10
  [SPEAKER_04]: They're fighting for a completely different future that the banks are fighting for.
• 58:17
  [SPEAKER_04]: And so I think again, you're not going to have both sides completely happy from this negotiation.
• 58:22
  [SPEAKER_04]: But if there's one thing I do know, it's that Trump had essentially campaigned on and made a lot of campaign promises that he was going to get more crypto regulation dialed in.
• 58:35
  [SPEAKER_04]: The SEC and the CFTC have made public statements backing that they wanted to get crypto more locked in to the American economy.
• 58:44
  [SPEAKER_04]: the very first podcast that the SEC hosted with this, you know, was all about crypto, with I think it was Hester Perse and Mark Ueda and Paul Atkins and all these guys were running SEC.
• 58:55
  [SPEAKER_04]: So very clearly, the regulators want something done.
• 58:58
  [SPEAKER_04]: And again, if Trump won something done, and he's got all of these regulators, you've got the Treasury Secretary, the Secretary of Commerce, everybody's kind of working hand and glove.
• 59:07
  [SPEAKER_04]: To get something done, and then he makes the public call this week saying July 4th, get it done by then or else we're going to have big issues.
• 59:16
  [SPEAKER_04]: And so I think it, you know, and now obviously it's getting priced in.
• 59:20
  [SPEAKER_04]: It's up from 45% odds to 70% odds over just the course of about a week.
• 59:26
  [SPEAKER_04]: So that's, you know, it's good sign that this is going to happen is is crypto going to get everything they want.
• 59:31
  [SPEAKER_04]: No is is banks going to get everything they want.
• 59:34
  [SPEAKER_04]: No.
• 59:34
  [SPEAKER_04]: but is Trump gonna get exactly what he wants.
• 59:36
  [SPEAKER_04]: Yes, because I don't think he really cares one way or another how the bill breaks.
• 59:41
  [SPEAKER_04]: He just wants to have another trophy in a sense.
• 59:45
  [SPEAKER_04]: Just show, hey, during the midterms, all the people who voted for me because of the crypto stuff, bam, look what we've got you in two years.
• 59:52
  [SPEAKER_04]: We've got the Clarity Act done, we've got the Genius Act done.
• 59:56
  [SPEAKER_04]: and we're going to move on right like I've earned your vote for for that promise bam here's making good on it and removing on i don't think he really cares about some of the nuance that goes into it i think he of course wants to preserve you know the fundamental freedoms and um you know excitement that we all share with crypto but for some of the nuance and how it gets done um because you got to remember i mean trump was
• 1:00:24
  [SPEAKER_04]: you know lost his presidency and so on and so forth in between his first and second term they lost you know Trump organization lost all the banking access they had you know thousands of employees and millions of dollars and all these just different jurisdictions and so this really radicalized the whole Trump family and said well we don't ever want that to happen to any any person we want to have alternatives to banking and that's why they got so involved with defy and you know Bitcoin and all that kind of stuff
• 1:00:53
  [SPEAKER_04]: That's my long-winded answer.
• 1:00:54
  [SPEAKER_05]: Oh, but Hunter, anything to add from your perspective.
• 1:00:57
  [SPEAKER_05]: It's obviously something that's kind of continues to talk about it.
• 1:00:59
  [SPEAKER_03]: That bump from that below 45% happened after the some comments that Bitcoin V. Las Vegas, when I guess a center also Brooks, I think.
• 1:01:10
  [SPEAKER_03]: That's what her name.
• 1:01:12
  [SPEAKER_03]: She had mentioned that we're going to mark this up in May.
• 1:01:15
  [SPEAKER_03]: So we're starting, and then I guess on top of Trump's comments,
• 1:01:18
  [SPEAKER_03]: I thought you could look there to see if it's also going to be by May 30th or by June 30th.
• 1:01:25
  [SPEAKER_03]: I don't know if they took that away, but for a while you could see like if it would have been the summer with the odds are there, because I'd be curious to see what those have changed to be like.
• 1:01:36
  [SPEAKER_03]: But nonetheless, I think this is going to be one of the biggest inflection points of
• 1:01:42
  [SPEAKER_03]: really the macro theme going forward.
• 1:01:45
  [SPEAKER_03]: I, you know, I think it's going to come more at like a higher low though than it like when we're already going up.
• 1:01:50
  [SPEAKER_03]: I think it'll be like a macro bottom when it comes in.
• 1:01:54
  [SPEAKER_03]: Do you know, I think it's just that much that important with the, I mean, at least that important regarding.
• 1:01:59
  [SPEAKER_04]: relevant to everything else that's going on probably don't take the market's pricing this success in right now maybe correlate some of the the move that we've had in April and in May
• 1:02:14
  [SPEAKER_04]: essentially correlate that with these higher expectations or odds of this approval that this might actually be now the market starting to price in the success of the clarity act actually happening.
• 1:02:25
  [SPEAKER_04]: One way to thank you.
• 1:02:25
  [SPEAKER_03]: Yeah, it probably could.
• 1:02:26
  [SPEAKER_03]: I mean, especially with how fast information moves now in these markets, how you talked about earlier with
• 1:02:31
  [SPEAKER_03]: You know, bear markets being a lot less and draw down and even in time and then now having stuff like poly market giving you an insight into like how you discount those valuations in the future that could be the case, but I think we would be getting a bigger move if that was being priced in that's just my thought, but not the last, I think it's going to be a huge impetus for when we decided to go to all-time highs again.
• 1:03:01
  [SPEAKER_05]: Oh, I can't wait.
• 1:03:02
  [SPEAKER_05]: It's really fun to keep covering on the show and like obviously Hunter will be back more often So it's something that we can track and one of my favorite things about the run-down is Can I get everybody's different opinion?
• 1:03:11
  [SPEAKER_05]: Obviously, you know, we're all long-term bulls We wouldn't be here if we weren't but it's fun to get kind of differentiating opinions on a the technical analysis from on Bitcoin or the charts for you know all coins and kind of a million dollar Bitcoin This is what the run-down's all about so
• 1:03:25
  [SPEAKER_05]: really appreciate you guys joining to end the show for some fun we wanted to get to know Hunter so Hunter give a quick just intro your background how you got here and then we'll have a couple quick hitters for you and we'll get out here.
• 1:03:38
  [SPEAKER_03]: Yeah, well, it was a long, arduous journey.
• 1:03:41
  [SPEAKER_03]: I was getting tomatoes thrown at me, coming down the ship.
• 1:03:45
  [SPEAKER_03]: And then I finally made my way to the, to the promised land.
• 1:03:48
  [SPEAKER_03]: But no, up to the new land.
• 1:03:50
  [SPEAKER_03]: Yeah, my crypto journey started around 2017, 2018.
• 1:03:54
  [SPEAKER_03]: Much like a lot of people trading on Binance.
• 1:03:56
  [SPEAKER_03]: This, this point, I was in university still.
• 1:04:00
  [SPEAKER_03]: And I was just big into economics and finance and I was really just trading losing money not really focused on the actual fundamentals of blockchain and whatnot.
• 1:04:10
  [SPEAKER_03]: And then around 2020 when, you know, of course, the market went to chaos, I was working in wealth management, just doing stocks and bonds, your typical finance, bro stuff.
• 1:04:21
  [SPEAKER_03]: And
• 1:04:22
  [SPEAKER_03]: And during that time, that's when DeFi decentralized finance kind of had its really, it's big summer, it's big boom.
• 1:04:28
  [SPEAKER_03]: And that's when I got involved in really, uh, involved in the DeFi field.
• 1:04:33
  [SPEAKER_03]: And then just meeting a lot of people through the communities and discord, working, you know, I have some, I'm a part of some Dallas decentralized autonomous organizations where I do some market
• 1:04:47
  [SPEAKER_03]: I've also worked in the educational sector in crypto teaching people about defy and liquidity pools.
• 1:04:54
  [SPEAKER_03]: And I also hold a CFA charter, so a lot of my background is portfolio management, investment management, research analysis.
• 1:05:04
  [SPEAKER_03]: But.
• 1:05:05
  [SPEAKER_03]: low and behold, I mean, I've been in crypto for a long time.
• 1:05:07
  [SPEAKER_03]: I'm someone that believes in the future of finance and the shake up that's going to happen.
• 1:05:13
  [SPEAKER_03]: And I want to be on the forefront of that and no better place than being here with the crypto 101 team, the crypto nation team.
• 1:05:21
  [SPEAKER_03]: And, um,
• 1:05:22
  [SPEAKER_03]: because it's a fast-moving game.
• 1:05:24
  [SPEAKER_03]: And every single day, things are changing.
• 1:05:27
  [SPEAKER_03]: Every single day, someone says, hey, did you hear that?
• 1:05:30
  [SPEAKER_03]: I'm like, well, I haven't heard it yet, because I'm trying to digest 10 other pieces of news.
• 1:05:35
  [SPEAKER_03]: It's true.
• 1:05:36
  [SPEAKER_03]: But yeah, I just a big believer in finance and tech and the integration of it.
• 1:05:41
  [SPEAKER_03]: And once I became a part of this team, it's been awesome.
• 1:05:45
  [SPEAKER_03]: And I'm looking forward to many more rundowns and seeing other people in the community.
• 1:05:51
  [SPEAKER_03]: as often as possible.
• 1:05:54
  [SPEAKER_05]: All right, yeah, you've been a great edition man.
• 1:05:56
  [SPEAKER_03]: Love to have it, yeah.
• 1:05:57
  [SPEAKER_05]: Yeah, it's been fun to get to know you and also get your takes, because it's always fun, just like I said, I like the variety of our team and how overall smart, every single person is, but just the different backgrounds and different perspectives that everybody has.
• 1:06:12
  [SPEAKER_05]: But for just for some fun info, we wanted to go over a couple of fun little questions.
• 1:06:16
  [SPEAKER_05]: So we want to go, what's your favorite, a favorite type of music?
• 1:06:21
  [SPEAKER_03]: Well, uh, behind my computer, you can't see, but I have a whole DJ set up, uh, so I love DJ and like EDM house music stuff.
• 1:06:29
  [SPEAKER_03]: And if I'm getting a little wonky, I'll go for the dubstep.
• 1:06:31
  [SPEAKER_03]: But, uh, I love a lot of house music.
• 1:06:33
  [SPEAKER_05]: Some German basses well, but really just all the electronic music, um, uh, I was, uh, I was going through, uh, just looking online and I came across this.
• 1:06:43
  [SPEAKER_05]: It was pretty, pretty big show you did.
• 1:06:46
  [SPEAKER_03]: Yeah.
• 1:06:48
  [SPEAKER_03]: Yeah.
• 1:06:48
  [SPEAKER_03]: Yeah.
• 1:06:48
  [SPEAKER_03]: Yeah.
• 1:06:48
  [SPEAKER_03]: That was the headliner at EDC Las Vegas.
• 1:06:52
  [SPEAKER_03]: Yeah.
• 1:06:53
  [SPEAKER_03]: Yeah.
• 1:06:53
  [SPEAKER_03]: That was one of my best sets to date.
• 1:06:56
  [SPEAKER_05]: That was good.
• 1:06:57
  [SPEAKER_05]: I think it's on SoundCloud if people want to check it out.
• 1:07:01
  [SPEAKER_05]: Usually you are facing the crowds.
• 1:07:06
  [SPEAKER_02]: Well, there's another there's another stage.
• 1:07:08
  [SPEAKER_02]: It was a silent disco.
• 1:07:12
  [SPEAKER_02]: Yeah, that's where I'm at.
• 1:07:14
  [SPEAKER_02]: You can catch me to silent disco, baby Oh, it's favorite favorite movie
• 1:07:21
  [SPEAKER_03]: Well, you know, I had to be careful with this because they could be a security question answers.
• 1:07:26
  [SPEAKER_03]: So, my favorite movie is the Count of Monte Cristo.
• 1:07:31
  [SPEAKER_03]: It's actually based off a book of very famous book, but it's a story of love and betrayal.
• 1:07:35
  [SPEAKER_03]: And I love movies that are...
• 1:07:38
  [SPEAKER_03]: that are about like that are very cerebral though more so than like action oriented I like the psychological twist.
• 1:07:44
  [SPEAKER_03]: Wow.
• 1:07:44
  [SPEAKER_03]: I love the counting Montecristo.
• 1:07:45
  [SPEAKER_03]: I recommend everybody watches that movie.
• 1:07:47
  [SPEAKER_04]: So you'll make a great husband one day.
• 1:07:50
  [SPEAKER_04]: You know I'll be about to want to watch action movies.
• 1:07:52
  [SPEAKER_04]: I just want to watch something with something that pulls on my heart strings and really makes nothing because then I'll be asking me what's this about?
• 1:08:01
  [SPEAKER_05]: That is so good.
• 1:08:02
  [SPEAKER_05]: That's one one there.
• 1:08:04
  [SPEAKER_05]: Well, to wrap up, Bryce, any final thoughts before we close out.
• 1:08:09
  [SPEAKER_05]: We got to know Hunter.
• 1:08:10
  [SPEAKER_05]: We went over everything.
• 1:08:11
  [SPEAKER_05]: Top of the the Bitcoin charts.
• 1:08:12
  [SPEAKER_05]: We're going to a million coin of the week.
• 1:08:15
  [SPEAKER_05]: The popcorn market.
• 1:08:16
  [SPEAKER_05]: Leave everybody with with your final thought.
• 1:08:18
  [SPEAKER_04]: Look, I mean, we had a great episode.
• 1:08:22
  [SPEAKER_04]: Clearly we're bullish.
• 1:08:23
  [SPEAKER_04]: Clearly there's a lot of good things going on.
• 1:08:25
  [SPEAKER_04]: Think it's important to remember, you know,
• 1:08:28
  [SPEAKER_04]: have, you know, if you think about your portfolio, make sure you still have some Bitcoin.
• 1:08:32
  [SPEAKER_04]: I know in these altcoin cycles when you see the small caps moving up 100% to 100% over the week.
• 1:08:38
  [SPEAKER_04]: Sometimes you take that precious Bitcoin that you've been saving and holding on to and you go spend it at the top of the altcoin market or you spend it on altcoins that are about to retrace.
• 1:08:47
  [SPEAKER_04]: And so I think one of the names of the game is to use altcoins to trade back
• 1:08:55
  [SPEAKER_04]: Right.
• 1:08:56
  [SPEAKER_04]: You want to have some Bitcoin in your long term holdings that you're just never going to touch.
• 1:09:00
  [SPEAKER_04]: Okay.
• 1:09:00
  [SPEAKER_04]: So that's one thing I would sort of think with is there's all this excitement and volatility.
• 1:09:04
  [SPEAKER_04]: Think of Bitcoin is like, you know, what you want to get more of over time, altcoins, you know, there are some altcoins that you want to buy and hold for the long term as well as we talk about.
• 1:09:14
  [SPEAKER_04]: But a lot of those, you know, as there's these big moves, you know, they have these big volatile events, skim some profits, store it into Bitcoin.
• 1:09:22
  [SPEAKER_04]: That's one thing I would say.
• 1:09:23
  [SPEAKER_04]: Another thing is, you know, clearly we do have, you know, good breadth in the market, a lot of altcoins are starting to have their retrace, or they're basically their retracement from their highs.
• 1:09:34
  [SPEAKER_04]: They're December, October highs.
• 1:09:36
  [SPEAKER_04]: We're starting to have that big leg retrace higher.
• 1:09:40
  [SPEAKER_04]: which is a good sign, but again, like we showed you, things are starting to bump into their 200 day average, their anchored volume-weighted average price.
• 1:09:47
  [SPEAKER_04]: There's a couple of reasons which make us think, we might see some near-term lower prices that are going to be in our opinion very viable.
• 1:09:55
  [SPEAKER_04]: So patience is the name of the game, you want to see, you know, once you have, you know, a couple days of red, that might be the buy signal there for the near term as we retest these breakout zones.
• 1:10:08
  [SPEAKER_04]: And then just keep keep a long term view if this is overwhelming if, you know, you think, man, I'm not the kind of person who wants to trade every day or.
• 1:10:16
  [SPEAKER_04]: whatever you just want, you know, higher level information, or you just, you know, I would say, you know, take a long term view, and if you get overwhelmed with the short term fluctuations and all the opportunity, just, you know, take a long term view and and don't feel pressured into doing any one thing or the other.
• 1:10:34
  [SPEAKER_04]: Um, and the last thing I'll say is subscribe to our service below, take a look at what we do.
• 1:10:39
  [SPEAKER_04]: I mean, we're researching crypto, fundamental analysis, technical analysis, video content, written content.
• 1:10:45
  [SPEAKER_04]: You've got a community of thousands and thousands of different traders sharing their ideas.
• 1:10:50
  [SPEAKER_04]: We've got so much for you, a university video course that shows you how to get started with crypto, how to store crypto, how to, you know, trade on exchanges.
• 1:10:59
  [SPEAKER_04]: We add videos to this, you know, all the time.
• 1:11:04
  [SPEAKER_04]: of people who want to help you, and who have, for the last, you know, almost, you know, eight or nine years have been doing this very, very actively.
• 1:11:14
  [SPEAKER_04]: And so we think we've got a lot of what you really do need to succeed in crypto.
• 1:11:18
  [SPEAKER_04]: And so, yeah, there's some links down below.
• 1:11:21
  [SPEAKER_04]: You guys know where to find us, Hunter, you're the man.
• 1:11:25
  [SPEAKER_04]: We can't thank you enough for being on the team.
• 1:11:27
  [SPEAKER_04]: for taking a chance with us.
• 1:11:29
  [SPEAKER_04]: We got a lot of great stuff to build in the future, so we're going to see a lot more of us.
• 1:11:35
  [SPEAKER_05]: Yeah, and now's the time to do it, right?
• 1:11:37
  [SPEAKER_05]: I mean, everybody knows with the euphoria hits and Bitcoin's at 120, 150, maybe 200.
• 1:11:43
  [SPEAKER_05]: It's like, in an all-coin start poppin' off.
• 1:11:44
  [SPEAKER_05]: And then it's like, oh, wow, I should go, join this community.
• 1:11:46
  [SPEAKER_05]: It's like, hey, we kind of preach at the top of the show.
• 1:11:49
  [SPEAKER_05]: Who's building?
• 1:11:50
  [SPEAKER_05]: Morgan Stanley, JP Morgan, Jeffries, crypto 101, it keeps pumping out great content, great interviews with Bryce and Brendan.
• 1:11:57
  [SPEAKER_05]: And so if you enjoy the interviews, if you enjoyed this show today,
• 1:12:00
  [SPEAKER_05]: Go check out the links below because you're going to absolutely love being inside the community.
• 1:12:04
  [SPEAKER_05]: Really appreciate everybody joining.
• 1:12:06
  [SPEAKER_05]: Thank you, Bryce.
• 1:12:06
  [SPEAKER_05]: Thank you, Hunter.
• 1:12:07
  [SPEAKER_05]: Thank you to the chat.
• 1:12:08
  [SPEAKER_05]: Thank you, Anna.
• 1:12:09
  [SPEAKER_05]: Unbelievable.
• 1:12:10
  [SPEAKER_05]: I don't understand.
• 1:12:12
  [SPEAKER_05]: One final call.
• 1:12:13
  [SPEAKER_05]: Like, subscribe, bot, hit the logo and subscribe if you're new.
• 1:12:18
  [SPEAKER_05]: Really, thank you, guys.
• 1:12:19
  [SPEAKER_05]: That's going to be all for today.
• 1:12:20
  [SPEAKER_05]: Have a great weekend and we'll see you all next week.
• 1:12:22
  [SPEAKER_05]: Bye, everybody.