🚀Fed's Market Boost: Epic Crypto Disruption!🔥
Summary
TLDRLe script de la vidéo aborde divers aspects de l'économie et des marchés financiers, notamment l'impact de la Fed sur les marchés, les enregistrements battus et l'activité des ETF Bitcoin. Il mentionne également l'intérêt croissant des grandes institutions pour les crypto-monnaies, l'acquisition massive de Bitcoin par des ETF américains et l'augmentation du capitalisation boursière globale du marché crypto. L'analyse inclut également des mises à jour sur Bitcoin, des perspectives pour Ethereum et des réflexions sur l'avenir de la technologie blockchain dans le secteur financier.
Takeaways
- 📈 Le marché boursier semble être soutenu par la Fed, malgré une apparence qui pourrait suggérer une mauvaise performance globale, certains secteurs montrent des signes de croissance.
- 💡 L'analogie de la bouteille de Coca-Cola est utilisée pour décrire un marché qui pourrait exploser à tout moment, suite à une grande désynchronisation entre les indicateurs du marché.
- 💰 Des flux d'argent massifs ont été enregistrés dans les ETFs Bitcoin, avec une entrée de 660 millions de dollars en seulement 3 jours, et BlackRock est revenu avec une agressivité notable.
- 📊 Le marché crypto a enregistré une augmentation du capitalisation boursière et des volumes de trading, malgré des fluctuations dans le prix de Bitcoin.
- 😕 L'indice Fear and Greed a légèrement augmenté, reflétant une ambiance de marché toujours marquée par la crainte.
- 🌐 La corrélation entre QQQ et Bitcoin est mentionnée comme un élément clé à surveiller, bien que le script ne fournisse pas de données spécifiques à cet égard.
- 🔒 Les portefeuilles à long terme, principalement ceux qui sont en garde, ont accumulé 85 000 Bitcoins au cours des 30 derniers jours, un signe de la confiance des investisseurs dans l'avenir de Bitcoin.
- 🇩🇪 Le gouvernement allemand a vendu des Bitcoins, ce qui a exercé une pression sur les prix, mais cela a également offert des opportunités d'achat pour d'autres.
- 🏭 Marathon Mining a atteint 10% de la puissance de hachage globale, un point de vue sur l'importance des mineurs publics aux États-Unis.
- 💼 Des analystes comme Bernstein commencent à étudier de manière approfondie les mineurs de Bitcoin et les proxies, ce qui est bénéfique pour la compréhension du marché.
- 🏠 Les marchés immobiliers dans le monde entier sont devenus inabordables pour une grande partie de la population, ce qui pose des problèmes宏观经济 et sociaux.
Q & A
Quel est le sujet principal de la vidéo ?
-Le sujet principal de la vidéo est l'impact de la FED sur les marchés financiers, y compris l'analyse des mouvements récents du marché des actions et des crypto-monnaies.
Quels sont les enregistrements récents importants que mentionne l'orateur ?
-L'orateur mentionne des enregistrements récents tels que l'afflux massif de 660 millions de dollars dans les ETFs Bitcoin en 3 jours et le retour de BlackRock sur le marché.
Quel parallèle a-t-il fait avec la bouteille de Coca-Cola ?
-Il a utilisé l'analogie d'une bouteille de Coca-Cola secouée pour décrire la tension sur les marchés qui pourrait aboutir à une explosion de croissance ou de valeur.
Quel est le lien entre QQQ et Bitcoin mentionné dans le script ?
-L'orateur mentionne une corrélation entre QQQ et Bitcoin, bien que le détail de cette corrélation n'est pas expliqué dans le script fourni.
Quelle est la situation actuelle du marché des crypto-monnaies selon le script ?
-Le marché des crypto-monnaies est en augmentation, avec une capitalisation boursière de plus de 2,15 trillions de dollars et un volume de transaction d'environ 65 milliards de dollars.
Quel est l'impact de la vente de Bitcoin par la gouvernement allemand sur le prix de Bitcoin ?
-La vente de Bitcoin par le gouvernement allemand a provoqué une baisse du prix de Bitcoin, mais l'orateur suggère que cela peut être bénéfique en permettant à d'autres d'acheter des bitcoins à des prix plus bas.
Quelle est la perspective de l'orateur sur les portefeuilles détenus à long terme ?
-L'orateur indique que les portefeuilles à long terme, principalement des portefeuilles conservateurs sans flux sortants, ont accumulé 85 000 bitcoins au cours des 30 derniers jours.
Quel est le rôle de Marathon Mining dans l'écosystème Bitcoin selon le script ?
-Marathon Mining a atteint un point où elle représente 10% de la puissance de hachage totale globale, montrant la force des mineurs publics américains.
Quelle est la cible de prix de Bernstein pour Iris Energy ?
-Bernstein a fixé une cible de prix de 17 dollars pour Iris Energy, soulignant l'intérêt croissant des analystes pour les mineurs de Bitcoin et les proxys de Bitcoin.
Quels sont les projets de tokenisation que Goldman Sachs prévoit-il de lancer d'ici la fin de l'année ?
-Goldman Sachs a l'intention de lancer trois projets de tokenisation d'ici la fin de l'année, ce qui indique une adoption croissante de la technologie blockchain dans l'industrie financière.
Outlines
📈 Analyse du marché Bitcoin et ETF
Le premier paragraphe aborde la dynamique du marché Bitcoin et la récente augmentation des flux d'argent vers les ETF Bitcoin, avec une entrée massive de 660 millions de dollars en seulement 3 jours. Il mentionne également l'intervention de BlackRock et la hausse du capitalisation boursière globale du crypto-monnaie, malgré une volatilité marquée. L'auteur discute également de l'impact de la vente de Bitcoin par la Chine et de l'Allemagne sur le marché, ainsi que de l'accumulation de Bitcoin par des porteurs à long terme et des gros poissons du marché.
🏭 Mise à jour macroéconomique et perspectives du marché
Dans le deuxième paragraphe, l'auteur se concentre sur les mises à jour macroéconomiques, y compris les mouvements du marché Bitcoin et les prévisions de marché. Il mentionne l'intervention de la Fed et l'impact potentiel sur les marchés, en utilisant l'analogie d'une bouteille de Coca-Cola pour décrire une possible augmentation imminente du marché. Il discute également des enjeux liés à la Chine et aux États-Unis, ainsi que de l'intérêt croissant pour les crypto-monnaies comme le Bitcoin.
🌐 Développements technologiques et impact sur les marchés
Le troisième paragraphe explore les développements technologiques récents, notamment l'adoption de Bitcoin dans des pays comme la Serbie, où il est utilisé pour surmonter les défis liés à l'infrastructure bancaire. L'auteur mentionne également les perspectives d'avenir pour Ethereum, les commentaires de Vitalik Buterin lors d'une conférence et les progrès réalisés par d'autres blockchains comme Solana, qui menacent la dominance d'Ethereum.
🤖 Optimus et l'avenir de la main-d'œuvre
Dans le quatrième paragraphe, l'auteur se tourne vers les développements de Tesla et l'introduction d'Optimus, un robot capable d'effectuer des tâches complexes. Il discute de l'impact de ces technologies sur le marché du travail et sur l'économie, ainsi que de la réaction des marchés financiers à ces nouvelles technologies. Il mentionne également les défis posés par les short-sellers et les erreurs stratégiques des fonds d'investissement traditionnels.
🏘️ Problèmes mondiaux du marché immobilier
Le cinquième paragraphe examine la situation du marché immobilier, en identifiant les principales villes où le logement est devenu inabordable pour les ménages. L'auteur souligne les conséquences socio-économiques de cette situation et les implications pour les jeunes et les familles. Il propose également une perspective sur l'investissement dans les crypto-monnaies comme une alternative potentielle pour les investisseurs.
📉 Analyse économique et perspectives de la Fed
Le sixième et dernier paragraphe traite de l'économie globale et des politiques de la Réserve fédérale américaine. L'auteur analyse les implications des données économiques récentes et les attentes en matière de politique monétaire, notamment les coupes de taux qui pourraient stimuler davantage les marchés financiers. Il conclut en soulignant les opportunités pour les investisseurs et en encourageant à rester investis dans les actifs numériques.
Mindmap
Keywords
💡FED
💡Bitcoin ETFs
💡Correlation
💡Shaking a Coca-Cola bottle
💡Fear and Greed
💡Long-term holders
💡German bag
💡Scalability
💡DeFi
💡TWAP
Highlights
FED is lifting markets and records are being broken, suggesting a potential market upturn.
Bitcoin ETFs saw a huge inflow of $660 million in 3 days, indicating significant institutional interest.
Crypto market cap is higher with a volume of around 65 billion, showing ongoing market activity.
Long-term holders are accumulating Bitcoin, with 85,000 Bitcoin added to custodial wallets in the last 30 days.
Germany's Bitcoin sell-off is seen as a positive, providing an opportunity for others to acquire at lower prices.
Marathon mining now has 10% of the total global hash rate, showcasing the power of US public miners.
Serame presidential candidate suggests using Bitcoin to bank the unbanked due to lack of banking infrastructure.
Bybit becomes the number two crypto exchange, surprising many who thought Coinbase was the largest.
Ethereum's future vision includes doubling down on strengths and fixing inadequacies.
Ethereum is close to achieving usability after 10 years of development, a milestone in its evolution.
Salana's on-chain trading volume is ending Ethereum's dominance and surpassing other chains.
Salana has outperformed all major chains and sectors over the last 30 days, according to DeFi Lama.
Goldman Sachs is planning to launch tokenization projects, potentially using blockchain technology.
Fire Dancer has built its first blockchain version validator, a crucial step for integration into the Salana ecosystem.
Tesla's new Optimus robot design promises advanced capabilities, such as playing the piano and threading a needle.
Housing markets worldwide are becoming impossibly unaffordable, impacting families globally.
Fed Chair Jerome Powell hints at labor market balance, suggesting potential rate cuts.
Markets predict a high chance of a rate cut in September, which could push stocks to new highs.
S&P 500 continues to break new all-time highs, indicating a bullish market trend.
Transcripts
uh this year ever so thank you all for
coming this story hopefully it's working
now you can see me live let me
see see if this Che freezes face is
frozen that means it's annoying and my
back is out yeah so well it's me life
just waiting for the deck to come in but
the story today is really all about how
the FED is lifting markets and a whole
bunch of records that are being broken
and it may not appear like the markets
doing well but certain things are and
certain things are about to pop I had
the analogy yesterday from Mil Road
about shaking a Coca-Cola bottle and
then boom that time could be coming
because there is a big disconnection
between actually I forgot to show it I
haven't showed it in a while the
correlation between the QQQ and Bitcoin
but that's coming soon anyway hopefully
let me know if I'm still frozen
everybody thank you as well to K8 and
everybody else um there's been a big
move as well in a lot of pain so
struggling here so bear with me
everybody uh Bitcoin ETFs had a huge
inflow $660 million in 3 days massive
black rock came back with a vengeance
over the last three days too the major
player that I've been kind of suspicious
of because they did nothing for weeks
and now all of a sudden the buys are
happening crypto Mark cap is higher than
yesterday is about 2.15 trillion volume
still around 65 billion Bitcoin uh let's
see where it is now I know that Tesla
that Bitcoin 572 is down because the
Germans continue to jump we'll talk
about the German bag and what's left uh
fear and greed is 28 up a little bit
from yesterday but let's get into it and
of course none of this is financial
advice uh yeah drop me a comment in the
notes here I'm seeing
if I'm still frozen
anyway might as well have fun with this
and a shout out to patreon and make all
this possible every single day without
fail no matter what Ryan Corbett hello
you Tobe patreon welcome in Ryan welcome
to the team let's look at the little bit
of the Bitcoin macro update first before
we get into the crazy news that's really
coming and that's why I had to shake
this up a little bit today because
there's simply so much news cannot not
cover it ETF macro update three big
updates black rock is back but the
bigger news is this not only do we have
a fourth positive day but 11,500 nearly
12 ,000 Bitcoin were swallowed in 3 days
that's 26 times the daily
issuance monster acquisition okay and a
lot of people are like so sad about
Germany selling and it's taking the
Bitcoin price down but you have to
understand this is actually a good thing
Wipe Out the Clean Hands look at the
amount of acquisition made by just the
US ETS for getting everybody else but
there's more there's a lot more stacking
while many are Panic selling
many are getting fed up many are going
for the doors the long-term holders
mostly custodial wallets with no
outflows accumulated
85,000 Bitcoin in the last 30 days
everybody
85,000 and these wallets are not ETFs
they are not exchanges they are not
Miners and during the same period a
little bit Flo out of the the Bitcoin
ETFs but now I think uh for the first
weeks about 15,000 flew out but look how
much 15,000 were bought in the last 3
days that is how you know there's a
funny meme where they make fun of a I
think it's a panic seller with Bruce Lee
or something it's exactly like it is
he'll he'll tell you the right way now
other evidence proof point from the team
of crypto Quant that whales and
long-term holders are stacking hard here
you see how they are added to adding to
their Holdings at the fastest monthly
rate since April
2023 that's nearly a year and a half ago
ladies and gentlemen and Bitcoin Wales
have been increasing their Holdings
again at
6.3% the fastest in a year and a half
and that is that indicates a rising
demand for Bitcoin despite what you may
think is happening out there in the
market and uh other things that are
going on uh despite the German US
Government selling that is not stopping
others and the fud about Mount Cox of
course that's not stopping others from
buying and again for those that weren't
able to be in a position to be in a
whole coiner I know of at least five
people in the last two weeks that became
whole coiners because of the panic
sellers instead of paying 73,800 for a
Bitcoin they could pay
55,000 so why not that's the silver
lining now Germany is still dumping you
can see here the German government sent
another 5100 Bitcoin and that's what
dumped the price last night last night
we broke 59k if I'm not mistaken we got
above the 200 day moving average but
then the German government decided to
send 5100 more Bitcoin worth $300
million to exchanges and that took the
price back down to approximately 57k in
change and they're still dumping right
now so again it's violent it's rough out
there but the good news is Germany only
have 36% of their bag left or around
18,000 Bitcoin they have sold a lot this
is the stupidest trade in the history of
the world and it'll go down and infam
and I'm very sorry for the German people
that whoever did this in Saxony that
they did it but hey what are you going
to do they gives other people a chance
to get some cheap Bitcoin and another
views we have just have a record draw
down for this cycle which is bad news
was like 18% 20% but now we hit the
magical 23% draw down still less than
previous Cycles but it's now getting to
be a little bit like the 2015 2016 cycle
with some nasty draw Downs nothing like
the last cycle though however but still
23% off the high pretty bad anyway
there's more stuff going on regarding
Bitcoin and it's good news Mar well I
don't know if this is good news but
Marathon mining now has 10% of the total
hash rate globally that was pretty
staggering to me that was over a 24-hour
period uh for the marol website
and that is a lot it just shows you the
power of the US public Miners and some
of the others too between them all
combined I will in my next minor update
takes a long time to put it all together
I will aggregate all of the public
Miners and how much of the global hash
that they own right now which is
interesting and speaking of other
interesting bitcoin news um this is the
serame presidential candidate says
people in the country are isolated due
to lack of banking they do not have any
infrastructure so we might as well use
Bitcoin Tada Bitcoin to the rescue thank
you true Rebel production up there in
Canada Bitcoin to the rescue in serami
this is one of the many good things that
Bitcoin does it can Bank the
unbanked it can unbank the central
Bankers which we like to it does a lot
of good stuff or well depending on what
seat you wear if you're a central Banker
you're not going to like Bitcoin now uh
speaking of other Bitcoin miners news
Bernstein initiates Iris energy with a
$17 Target and Bernstein are really
getting into analyzing a lot of the uh
Bitcoin Miners and Bitcoin proxies right
now which is great the more analysts
covering the space the better and this
is from Dan
Hillary this is the case for exponential
micro strategy over Bitcoin it was a
super interesting analysis and I'm
kicking myself I Didn't Do It um but
it's micr strategy ver Bitcoin
performance categories over the past
year with relative performance so if you
we we'll kind of walk you through what
this means but it's interesting how
micro strategy and bitcoin price moved
on trading days over the past year and
micro strategy outperforms Bitcoin on
both up and down days on an average mic
strategy did better by
0.16% each trading day and the key
things to take away here are this
analysis includes trading days not
weekends because micro strategy does not
trade at the weekends we as Bitcoin does
and the daily outperformance can add up
to significant returns over time if
Bitcoin keeps rising and the simple
takeaway from this is you know micro
strategy is a big position of mine and
I've been in it since 2020 but Micro
strategy has been a better performer
than Bitcoin on trading days this year
remember Trends can change so if you
look at the micro strategy negative
Bitcoin positive only 4% of the time
both positive only uh 1.6 the average is
1.67% both negative average minus
1.51% and both are negative 33% of the
time both are positive 32% of the time
and micro strategies positive versus
Bitcoin negative 16.7% of the time down
four or average 4.19% thank you again
true Rebel so it is a super interesting
finding and another crypto news lot of
news to cover today insane bybit is now
the number two crypto exchange which
took a lot of people by surprise
everybody thinks coinbase is the biggest
coinbase only has 8% of the volume
buybit have double what coinbase have
and you can see binance has been
shrinking and as a result buybit has
been rising I wondering so I've seen
buybit on form M One racing cars I like
huh where's this coming from maybe
advertising Works in this case who knows
but uh the global market share also has
doubled from 8 to 16% since October so
they're either eating a lot of binance
Market looks like as well as maybe a
little bit of coinbase and up bit has
been tanking away so has all the others
so Winner Takes most is the way of the
world and that's evident here as well
let's talk a little bit about eth there
was a big eth
conference and italic buin was up on
stage there he is right there and he
talks about the different Visions for
ethereum in the future and I won't B
bore you with the detail but uh he
promises Super Soul Man you're going to
like this next piece of use by the way
double down on strengths and fix
inadequacies so very proud of the eth
team to be aware of their inadequacies
really um good to see that and their
strengths are things like security and
stability Etc but this was really
interesting this is from um ethereum
Joseph I think it's Joe Luben I'm not
sure co-founder I think it's Joe Lubin
um he reflected on ethereum's last 10
years of development and how they've
achieved scalability
affordability and we're really close to
achieving
usability hey Dr Su
now scalability at 15 TPS I could argue
with you there they need the l2s to make
that happen and even they don't even run
that fast
affordability yes they need the l2s for
that too but I thought the funniest line
was there red underline shout out to
sanj as well we're really close to
achieving usability so after 10
years the breaking news everybody after
10 years ethereum is nearly
usable it's hard to keep a straight face
when I say that but hey I'm not on
painkillers I promise but I feel like I
am and as I say this shout out to Blue
Dragon who put this together as I say
Tech matters uh and thank you blue
dragon for the technical imagery uh the
bottom one is the import import of
things and uh anyway we don't need to
plug too hard in that but let's look at
some other data points that are super
interesting right now in terms of eth
dominance potentially ending this is per
salana floor um salana suac ethereum in
weekly onchain trading volume ending
ethereum's
dominance okay but also smoked binance
and arbitrum Etc but not just that
radium is still flipping Unis swap in a
big way for the latest data and and you
can see radium 1.64 billion just one Dex
on salana whereas Unis swap is shrinking
away 684 million remember Unis swap was
the 800 PB gorilla we have Orca coming
up the back now getting close to where
Unis swap is imagine when Orca gets to
600 million and radium is north of 1.5
billion it'll just as usual black hole
time you don't need to hear me say that
again and radium dethrones Domin and
dominates D5 from an article here that I
saw on I can't remember which paper that
was I apologize for not being able to
give credit the bottom is cut off anyhow
moving on salana also smashes eth and
arbitrum combined in 24-hour Dex volume
again this is big you add up eth 1.2
billion plus arbitrum 397 and salana at
1.77 1.8 billion that is pretty stunning
but there's more stuff coming that is
important to keep an eye on as well as
we go forward this was a little piece as
well regarding salana dominance Sal's
overall volume surpassed the combined
volume of eth and orbitum solidifying
his position as the leading chain for
deck's volume across all blockchains
Salon has 38% of all Unchained volume
underscoring its growing influence in
decentralized finance space but there's
more than that too and a shout out to DJ
this is from defi Lama this is how
salana has
outperformed all major chains and
sectors over the last 30 days again it's
still down 10 11% but that's the least
worst from all the others that are there
listed uh number two is Bitcoin number
three is ethereum and number four
is something smart Central platforms so
they bundle everything together from
defa Lama but I thought this wasn't a
very interesting study and I'll be
analyzing this more over multi periods
year-to date onee period 7day year
period part of OCTA going forward now
Marty Party friend of the channel and he
was on DCA on Monday this is H he talks
about major twap detection and people
are going to ask what's a twap well it's
not what you think a major twap refers
to the occurrences of time weighted
average price that's the
twap in financial markets also now now
watched heavily in cryptocurrency
trading trap is an twap I'm getting my
trap twap wrong twap is an indicator
used by Traders typically uh who invest
who execute large orders in the market
without affecting price and it's
calculated by taking the sum of the
average price of a security over a
specified period weighted by the amount
of time each price was in effect it's a
cool little algo you can run and the
trading have merged across multiple
places coinbase binance gate.io
okx and uh you can see here coinbase
binance
okx have all done very well but
automated orders of about
6.56 million per hour across heavy heavy
players so the Net News is here just
like with Bitcoin salana is been stacked
by big heavy whales making big
buys follow the big money follow the
smart money also remember there's only
one chain that can handle it as I say
Goldman Sachs is to launch a
tokenization three tokenization projects
by the end of the year per Fortune
Magazine H so we
have black rock launching rwa
tokenization projects we have black rock
and Citadel setting up a new Exchange in
Texas to compete with NASDAQ and New
York stock exchange my theory is that's
going to run on a blockchain and my
other theory is it'll only run on one
blockchain and it will tokenize
Securities on a blockchain and they have
to use a blockchain if they want to
undercut the NASDAQ and New York Stock
Exchange and Destroy them put them out
of business again they're going to use
crypto and blockchain to disrupt trfi
which is one of our favorite things to
see here on this channel so if Goldman
Sachs has half a brain we which they do
they're going to need a platform to help
do this and they know what's not going
to cut it which we covered earlier
especially when usability isn't even
there yet anyway this is the huge news
and this dovetails perfectly into what
I've been saying for a long time back in
2021 a couple of things that really
intrigued me not only the fundamental
analysis the leadership analysis the
tokenomics the breath adapts the
technology but also the mission to
onboard a billion users and and become
the blockchain that runs a stock
exchange that is what got my juices
going and now we have the most
significant news regarding fire dancer
you guys have been looking for updates
for a while that probably has ever hit
fire dancer now runs has built its first
uh blockchain version validator it's
also first accepted block on the salana
test net and this was confirmed by an
engineer near a jump crypto called
cantalope peel I think and he shared
this update on Twitter and this
development is a crucial step towards
the full integration of fire dancer
client into salon ecosystem which is
expected to significantly enhance the
blockchain's performance reliability and
scalability and then friend of the
channel as well uh mert said
nobody nobody is prepared for what is
coming and he's not someone who's given
to hyperbole he's a very based guy very
stable and he is excited so we are two
this is the blue ocean opportunity we've
talking about for a long time I do
believe it'll come I keep on getting win
whenn fire dancer I think no between
November and January I believe it'll be
up and running that'll be January 2025
by the way and a little bit of Tesla
news too again things that will melt
faces uh Elon Musk said the new Optimus
design which will be completed later
this year is something
special something special is coming
obviously Tesla has been on fire it's
got a lot of attention the Wall Street
funds are completely zero weight or
underweight on Tesla right now and
they've been stacking hard after retail
investors like us and hedge funds have
been stacking as well during the crazy
opportunity we had over the last 18
months to stack this thing and this goes
back again to why people sometimes they
get angry when really good assets are
cheap and they're upset the prices and
going up that's an opportunity if your
thesis doesn't change keep on stacking
while they're cheap never lose faith
never lose conviction very important in
investing okay so um and the Tesla Bears
got smoked oh by the way back to the
Optimus spot Elon Musk says it'll be
able to do things like play the piano
and thread a needle and all that type of
stuff with 22 degrees of freedom in the
fingers and they already have a bunch of
these I think 12 working in a factory
now for Tesla and they will have 1 to
2,000 3,000 maybe next year working in a
factory then
then the world will realize what this
company is all about and Tesla Bears got
completely smoked this from
kesi 17.6% of hedge funds are now
shorting Tesla the highest share in many
years and it's up from 13.9% 12 weeks
ago so they they they went more short at
exactly the wrong time this is this is
just brings us as retail investors such
Joy way to see how clueless not only
mainstream media Wall Street analysts
and many hedge funds they really don't
know what they're doing they have no
clue and it's a great opportunity for us
so for the first time in the history of
the world we have an edge because we are
smarter than the others so be very
grateful for this time to be alive and
the short Sellers as well let me see
they lost 3 and a half billion in 2 days
uh and that is just crazy so if you can
smell that burnt hair burnt
shorts It's a good smell
anyway the other thing that's really
bizarre that's happening right now sorry
for being on a little bit of a rant but
you know from Dow Jones new newswire
they say they reported that Wall Street
Journal says Tesla stock is on a tear
what is going on everybody Lam stream
media is being positive on Tesla pinch
me I tweeted that this morning cuz I was
in such a shock so that's what happens
everybody begins to
capitulate everybody knows like if you
are the Wall Street Journal or the New
York Times and one of these papers or
cnbs you're being destroyed by X so it's
really hard for them to come out and say
something positive about Tesla and Elon
but anyway it's happening which is kind
of fascinating doc inter how are you
buddy now speaking of Tesla and interns
this is from Sawyer Merit I always said
you know the UAW the way they play their
games is
um dangerous at best but two
UAW presidents before sha Fain were both
sentenced to jail and now feain is under
investigation for corruption corruption
is systemic there at these unions
nothing against unions but yes something
against the car unions that Strongarm
car makers to benter their way by by
crippling them over a barrel that will
accelerate their demise that's why I
don't like the way these people play
tactics and of course perhaps as soya
Merit insinuates they are criminals
anyway um little bit of real estate news
because this popped in as well uh this
is a cool LinkedIn article and by the
way I'm not on LinkedIn I'm not on any
of these platforms but somebody sent it
that talks about how housing markets all
over the world are impossibly
unaffordable and these are the top
cities which I thought was very
interesting number one most
unaffordable city in the world based on
median priced income ratio is Hong Kong
16.7 number two is Sydney shout out to
the Australians if you guys are up
13.8 and Vancouver 12.3 shout out to the
Canadians my goodness San Jose
California 11.9 La 10.9 Honolulu 10.5
it's funny to see Honolulu cheaper on a
relative basis than La uh Melbourne 99.8
San Francisco 9.7 Adelaide lot of
Australia there San lot of Australia and
California and a little bit of Vancouver
which is just up the road from
California here Toronto
Oakland Oakland New Zealand wow um but
that is sad for those people for those
people who are trying to buy their first
castle they may not be able to do it
this time around but
therefore not Financial advice but stay
vested in maybe a little bit of Bitcoin
and crypto wait for that to go up and
then swap that for some real estate
after it pops now this is also from nahb
testifying today on behalf of the small
house small business Committee hearing
and and this is a builder from Ido Steve
Martinez he
said housing is now the largest largest
expense for American families it's also
the largest expense for Australian
families and probably Canadian families
and New Zealand families and families
all over the world Hong Kong families
but it is putting the nation in an
untenable situation and
again this guy Steve is not given to
hyperbole he was also very based in
saying that this is breaking families
and this leads me to my next point which
is another macro issue that's also
breaking families I believe the Sam rule
which I covered a couple of times over
the last couple of weeks is now being
understood by Fed chair Jerome Powell
because he sees the the job labor data
and he knows that data is all complete
bs anyway to begin with so the so-called
data dependent Powell will no doubt do
his best not to surprise investors when
it comes to assessing the fed's twin
mandates of Maximum employment and
stable prices okay they've destroyed so
much demand that prices maybe are
becoming stable right now they can just
tweak that with owner's equivalent rent
again tied back to real estate but the
latest economic data is ratcheting up
support for the fed's first first cut
since
2019 especially after some surprise
weakness Friday in the unemployment rate
so it's hard to believe since 2019 first
cut but uh I thought there were Cuts in
March down to zero maybe they were
almost at zero already but anyway the
good news is for us as investors hold on
to your hats kids Jeremiah Powell good
morning everyone he just hinted in his
uh opening a remarks recently that the
labor market appears to be fully Back in
Balance and it's not a source of broad
inflationary pressures for the economy
now and now the markets predict a 78%
chance of a rate cut in September and
that will push the stocks to new highs
and that is crazy now Bitcoin and crypto
have been lagging the stock market but
guess what just happened today again S&P
500 smashed another new alltime high it
literally just spiked up out of nowhere
this is actually the S&P 500 on the ATR
model and uh it is keeps breaking new
ceilings all the time keeps breaking out
not a time to hedge the time to buy was
at literally 4,100 of the signals there
and there are no sell signals in place
so we're going higher and we'll go a lot
higher if those rate Cuts come despite
the fact I do believe we're in a
recession markets go up and do you know
what's going to happen when they find
out where in a recession money printers
will go into high gear at the same time
rates will be cut and the $7 trillion
doar in the sidelines is going to come
into the markets stay Vester my friends
good times ahead hope you enjoyed the
show and uh maybe I should try sitting
down more thanks all for coming thank
you to the mods in the chat and Doc
intern and super soulman and true Rebel
Productions and everybody really
appreciate you all coming Good Times
ahead summer doldrums nearly over
September can be Rocky but
if there's rate Cuts in September where
there's an 80% chance there will be they
will not be Rocky they'll be Rocky up so
enjoy digital asset us good to see you
buddy hope the poy is well thank you
[Music]
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