Latest / Simply Bitcoin / Trump SIGNS HISTORIC AI Executive Order | Is the Bottom In for Bitcoin? | Bitcoin Simply

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Trump SIGNS HISTORIC AI Executive Order | Is the Bottom In for Bitcoin? | Bitcoin Simply · Simply Bitcoin

• 0:00
  All right y'all, this news is insane.
• 0:02
  Donald Trump just announced the most transformative plan for the
• 0:04
  United States since the Manhattan Project with the
• 0:07
  Genesis mission. This executive order is going to
• 0:10
  triple our computing capacity by 2030.
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  Companies are going to get fast track permits for high density
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  campuses, immersion cooling tax credits for anyone building
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  facilities bigger than 25 megawatts, federal GPU
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  procurement, long term government contracts for AI and
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  scientific research, and hyperscalers are now classified
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  as critical infrastructure. And the markets, while they
• 0:32
  likey, they likey a lot. This amount of investment can't
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  be ignored. And it's also going to
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  exacerbate the trends that show why $140,000 is the new poverty
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  line in America. So when Bitcoin crashed last
• 0:45
  week, some of y'all were running scared like Godzilla was walking
• 0:48
  down the street. Others of you were actually
• 0:50
  paying attention to the video I dropped eight days ago where I
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  said the smart money knew exactly what was going on with
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  AI and they were already making investments.
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  This is why people say the Bitcoin bottom is in the
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  billionaires were buying the dip.
• 1:01
  They knew the White House had something big up their sleeves.
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  So if we call the Bitcoin bottom this time, are you going to
• 1:07
  believe us? Today we're going to look at why
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  structurally this is a big deal and what this AI boom is going
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  to mean for Bitcoin and tech investments in general.
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  This is Dante Coco Bitcoin. Simply, let's go.
• 1:21
  With this pen, today President Trump signed an historic
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  mission. This is reminiscent of the
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  Manhattan Project that brought World War 2 to an early and
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  successful end. Similar to the Apollo projects
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  that put a man on the moon in 1969.
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  This is an all in national effort to take the power of AI
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  and pair it with the 40,000 outstanding scientists and
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  engineers at our national labs To use the world's largest
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  supercomputers to advance innovation and science.
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  To fix our rising energy costs. To get to grip better economic
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  opportunities for our citizens to make longer and healthier
• 2:03
  lives possible today. Today was not incremental,
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  Brett, It was transformative. This announcement is
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  transformational, historic, and the big money already knew that
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  it was happening. Remember when I told you last
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  week that Berkshire Hathaway made a $4.3 billion investment
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  into Google? And this is a company that never
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  really invests into pure Playtech stocks?
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  Remember we talked about David Tepper's second largest position
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  being Amazon Stanley Druckenmiller adding 437,000 and
• 2:29
  70 shares of Amazon. Last quarter, George Soros
• 2:32
  bought 1.83 million shares of Amazon in Q3.
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  This is his largest position. And Jeff Bezos getting more and
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  more involved in AI, starting a new AI company called
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  Prometheus. Well, you think they knew
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  something like the White House is going to announce this
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  historic plan for the Genesis mission?
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  I think they knew. The big money always knows.
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  And what do you know, Amazon's getting a $50 billion investment
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  in partnership with AMD, where they're going to build 6
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  gigawatts of computing capacity for the United States
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  government. They're going to build the first
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  AI in high performance computing processors for the United States
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  government using all of the United States government's
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  classified information. This is going to drive more and
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  more inequality in the United States, and we're going to dive
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  into that later in the video. But it's also going to drive
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  major investment into the top portion of the stock market, the
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  MAG 7, which controls about 30 to 50% of all price movement of
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  the S&P 500. And it's also going to drive
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  massive investment into Bitcoin. Bitcoin will be a long term
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  beneficiary of these megatrends. And the big sovereign wealth
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  funds already know this. This is why by the Abu Dhabi
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  sovereign wealth fund added $520 million of Bitcoin in Q3.
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  Are you paying attention? We.
• 3:40
  Know in terms of their. Holdings.
• 3:41
  And when they? Added to this.
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  Position. Yeah.
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  So you can see that they've more than tripled their position,
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  right in the weeks and months up to the sell off.
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  So, you know, it hit a record high in October and we can see
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  that they've tripled their position during the third
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  quarter. They disclosed a position at the
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  end of September that was worth around $520 million, and we can
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  see that this is really going to be a part of their portfolio
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  going forward. They're saying that they want to
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  diversify it and they really see it as the digital equivalent of
• 4:11
  gold. The head of Coinbase's
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  institutional strategy also says that structurally, Bitcoin looks
• 4:17
  pretty good and it just went on sale if you are willing to pay
• 4:19
  attention. Nothing's really changed since
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  the all time high. Can we just step back and think
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  about structurally? In fact, you can argue the news
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  coming out about Citibank, JP Morgan, both leveraging stable
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  coins at at huge scale. The Czechoslovakian National
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  Bank has come out and announced they will be the first Eurozone
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  country to purchase Bitcoin for the Treasury, clarifying rules
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  from the IRS, Harvard and Downman announcing they own more
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  Bitcoin than gold. All of those things are
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  structurally very, very positive from the exchange point of view.
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  We're not seeing a massive increase in open interest in a
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  futures market. CME, you can check it yourself.
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  I was always taught early on a declining price market
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  accompanied by a rapidly declining open interest means
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  the market is breaking down. Structurally, people are exiting
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  the exiting the market forever. When I look at Bitcoin, I see
• 5:12
  the number of active Bitcoin wallets roughly the same as it
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  was three months ago. I see both CME and Coinbase
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  futures open interest again taking down a little bit, but
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  not nearly in line with price direction.
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  And so I go back to the very, very basic principle of if, if I
• 5:30
  like apples, I don't like them less because they're on sale.
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  And so if you like this asset, you like it more.
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  If you don't like this asset, if you've never liked this asset,
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  you now have the microphone for a few months.
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  So a few weeks, we'll see how long and enjoy that and.
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  David Portnoy is the exact opposite of what I would call a
• 5:51
  Wall Street level of investor. But here's the thing, for as
• 5:54
  dumb as people think that he is, David Portnoy has made more
• 5:57
  money than those guys twice over.
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  And it's because he's willing to look foolish when everyone else
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  is sitting on the sidelines. So when Bitcoin had agreed fear
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  number of 11, David Portnoy was backing up the truck.
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  Now, am I eligible for this? Because here comes the
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  announcement last night, Monday, November 17th.
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  If you want to look at what I did, here it is.
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  I hope I'm not giving away nothing.
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  I probably am, so I probably shouldn't show up. 638 bought
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  $500,000 of XRP. 637 bought 400,000 of ETH. 637 bought
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  750,000 of BTC, 636 bought 500 more or reverse of XRP.
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  So in total last night, $1,000,000 of XRP, 400 E, 750 of
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  BTC. Blood in the streets.
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  Dave's like a piranha. Dave's like a great white.
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  He's just shark on fins up. You know what?
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  Let's do it. This dude bought $750,000 worth
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  of Bitcoin when there was blood in the streets.
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  He said he's like a piranha. I'm like a shark.
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  And this is because there's strong reasons beyond even David
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  Portnoy backing up the truck that we're going to see Bitcoin
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  continue to bottom out here. The institutional demand
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  continues to be strong. Supply continues to shrink.
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  So when the price goes on sale, well, that's really what it is.
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  It's a sale. Not people selling, but people
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  having mispriced information in the short term.
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  Anthony Papiliano talked about this on CNBC with Andrew Ross
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  Sorkin earlier yesterday morning.
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  More normal and we should expect this reset to then provide a new
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  base and then we go back to all time highs over the next, you
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  know, couple of weeks or months. And where do you stand on that
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  question that you just posed yourself?
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  You know, I heard something pretty interesting, Matt Siegel
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  over at Vanek said, well, bitcoins, in terms of bitcoins
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  volatility, it's been cut in half over the last year or two.
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  And so if that's the case, if we're used to 80% draw downs,
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  maybe now the draw downs are about 40%, right, you would
• 8:06
  expect that if the volatility has been cut in half, well, we
• 8:09
  just saw a 3637% draw down. And so I do think that as
• 8:13
  volatility compresses, people will be disappointed to the
• 8:16
  upside because it's not going to have these blow off tops that
• 8:19
  they expected. But also there may be some, you
• 8:22
  know, safety in terms of these 80% draw downs are gone as well.
• 8:26
  And so I tend to think that we probably are somewhere around
• 8:30
  the bottoming again. If you see the Greer, the fear
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  and Greed index at I think it was 8 for Bitcoin, 6 inequities,
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  that tells me that you can't stay there that long.
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  And so I think that we might just go sideways for a while
• 8:41
  here and then start to kind of grind back up over the next
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  couple of weeks. The smart money is not selling
• 8:45
  Bitcoin. They're continuing to accumulate
• 8:47
  more and more Bitcoin. The wealthiest people in the
• 8:49
  world don't sell their assets. They borrow against them.
• 8:52
  They put them in trust and they never move them.
• 8:54
  And that's what you now have the ability to do as well with a
• 8:56
  partner like Lenin. They allow you to unlock
• 8:59
  liquidity in your Bitcoin without selling your Bitcoin,
• 9:01
  and they do so without credit checks.
• 9:04
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  1005 star customer reviews to approve it.
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• 9:15
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• 9:24
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• 9:27
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• 9:32
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• 9:36
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• 9:44
  generations. Schedule a free 30 minute
• 9:46
  consultation with the team at the bitcoinway.com/simply
• 9:49
  Bitcoin to get started. I've been following Mike Green
• 9:52
  since 2017 in the Real Vision days and I disagree with a ton
• 9:56
  of what he said, but this article that he dropped about
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  the new poverty line in America being $31,200 versus $140,000
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  was absolutely fire based on national averages.
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  Childcare costs 32 grand, housing 23 grand, 14 grand for
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  food, transportation 14 grand, healthcare 10 grand, other
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  essentials 21 grand. Meaning the required net income
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  is $118,000 or 136,500 when you adjust for FICA and state taxes,
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  $100,000 is the new poor based on what it costs to survive.
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  And that's why videos like these are coming out.
• 10:30
  Dude, it's not 1998. It's 1998 and a good house costs
• 10:35
  about $125,000. A lot of people can actually
• 10:38
  afford their own place. A new family car costs less than
• 10:42
  $20,000 and most families can easily swing a new car.
• 10:46
  Gas is about a dollar or O3 cents a gallon.
• 10:49
  We drive to go on vacation or weekend trips all the time
• 10:52
  without even worrying about the price of gas.
• 10:54
  A loaf of bread costs about $0.85 which is super cheap for
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  every family. Rent for an apartment is about
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  $650 a month. We can find our own place and
• 11:04
  not have to share with anyone else.
• 11:07
  Big Mac meal is about 399. Lunch for less than $5.
• 11:11
  Now that's some seriously cheap fast food.
• 11:14
  A new CD costs about $14.00. We love going to the record
• 11:18
  store to buy albums because it's like a cool collection to show
• 11:20
  off. Grocery bills are about $40 a
• 11:23
  week. We go to the store, get what we
• 11:26
  need for the week, and still have some cash leftover for
• 11:28
  snacks. Dude, are you going to stay in
• 11:31
  1998 or face the reality of 2020?
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  Five. I mean, this image of this
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  McDonald's menu was taken in 2012.
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  I could have fed my family of 6 for $15.
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  And This is why American workers with degrees now make up 25% of
• 11:47
  the unemployed workforce. The system is breaking in real
• 11:50
  time. the Fed recently did a study on US family incomes.
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  And what you can see is that there's a massive gap between
• 11:56
  the median and the average, meaning that the normal people
• 12:00
  actually have a much lower net income than the average person,
• 12:03
  which means it's so skewed to the people with more wealth that
• 12:06
  the numbers are getting a bigger and bigger discrepancy.
• 12:10
  And what do you know? The median net worth and the
• 12:12
  average net worth for people who were older is significantly
• 12:15
  higher because they have significantly more assets,
• 12:17
  stocks, homes, real estate and other things.
• 12:21
  And it's not looking better for the average person.
• 12:24
  In America, October 2025 had the worst layoff record since 2000,
• 12:28
  1003, a 153,000 job cuts. That's 175% higher than last
• 12:34
  October. And these companies who are
• 12:36
  posting record profits and are making all of these massive
• 12:39
  investments into AI are not making the same massive
• 12:42
  investments into people. Amazon cut 14,000 jobs,
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  Microsoft 15,000 jobs, Intel 15% of its workforce.
• 12:49
  So are they going to invest into people or compute?
• 12:52
  The only way out for many people is going to be through the
• 12:55
  markets, through how much you own and what you invest.
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  And so you can't get shaken out of these drawdowns.
• 13:01
  The smart financial advisors will say drawdowns is just the
• 13:04
  price that you pay for the investments that you have.
• 13:06
  There was a chart that was posted about the S&P 500 showing
• 13:09
  these drawdown numbers. It goes down 5% nearly every
• 13:11
  year, 10% every other year, 20% every four years, and 50% every
• 13:16
  48 years. And it's actually gone up 16 out
• 13:20
  of the last 75 years. So when you look at it, do you
• 13:22
  think the companies that are in the S&P 500, which actually have
• 13:25
  turned over 85 to 90%, are that more valuable?
• 13:28
  No, the money being printed into these scarce 500 companies is
• 13:33
  growing faster than the number of 500 companies.
• 13:36
  The money is manipulated. And if you can't tell that,
• 13:39
  we'll go back a few minutes to the rising prices that we see,
• 13:42
  they will demonize Bitcoin for saying it's too volatile.
• 13:45
  Sure, Look at this chart. I had perplexity run the numbers
• 13:48
  for me on Bitcoin with the same type of chart because now we're
• 13:50
  subsidizing AI. Anyway, Bitcoin does have a 50%
• 13:54
  drawn on every two years and every year you're roughly going
• 13:57
  to see a 15%, 20% drawdown. But look at the returns 1333
• 14:02
  percent, 186 percent, 5500 percent, 35 percent, 124
• 14:07
  percent, 1369 percent, 92 percent, 303 percent, 60
• 14:10
  percent, 155 percent, 121%. But Dante bitcoins down 6% this
• 14:14
  year. Are you zooming out to
• 14:15
  understand the long term thesis of your investment?
• 14:17
  You can keep pretending that the billionaires aren't buying it,
• 14:20
  that it's somehow 1998 still at life will be affordable, that AI
• 14:24
  isn't displacing workers at an alarming rate, that Donald Trump
• 14:26
  isn't making a massive investment into that's going to
• 14:29
  displace more and more people, that $140,000 isn't.