🚀Fed's Market Boost: Epic Crypto Disruption!🔥

Summary

Le 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

00:00

📈 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.

05:01

🏭 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.

10:02

🌐 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.

15:04

🤖 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.

20:05

🏘️ 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.

25:07

📉 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.

Keywords

💡FED

La Fédération Réserve (FED) est la banque centrale des États-Unis, responsable de la politique monétaire et de la régulation du système financier. Dans le script, l'auteur mentionne que la FED est en train de stimuler les marchés, indiquant un lien entre les actions de la FED et les performances actuelles des marchés financiers.

💡Bitcoin ETFs

Les ETFs (Exchange-Traded Funds) Bitcoin sont des fonds qui investissent en Bitcoin et sont échangés sur les marchés boursiers. Le script mentionne un afflux massif de capitaux dans les ETFs Bitcoin, indiquant un intérêt renouvelé des investisseurs institutionnels pour les cryptomonnaies.

💡Correlation

La corrélation fait réfé à la mesure de la relation entre les mouvements de deux variables. Dans le script, l'auteur mentionne une corrélation entre le QQQ (un ETF de technologies) et Bitcoin, suggérant une analyse des tendances parallèles ou divergentes entre ces deux actifs.

💡Shaking a Coca-Cola bottle

C'est une analogie utilisée pour décrire une situation où une pression est accumulée et qui pourrait être libérée soudainement, comme lorsque l'on secoue une bouteille de Coca-Cola et qu'elle est ouverte. Dans le script, cela est utilisé pour illustrer une tension potentielle sur les marchés qui pourrait se libérer brusquement.

💡Fear and Greed

C'est un indicateur de sentiment du marché qui mesure l'ambiance globale des investisseurs entre la peur et l'avidité. Dans le script, l'auteur mentionne l'indice de peur et d'avidité comme un outil pour évaluer l'état psychologique des investisseurs par rapport au marché des cryptomonnaies.

💡Long-term holders

Les détenteurs à long terme sont des investisseurs qui gardent une position dans une valeur sur une longue période. Le script mentionne que les détenteurs à long terme de Bitcoin continuent d'accumuler, indiquant une confiance à long terme dans la valeur de Bitcoin malgré les fluctuations du marché.

💡German bag

Il s'agit d'une référence à la vente de Bitcoin par le gouvernement allemand, qui est décrite comme un 'sac' de Bitcoin. Dans le script, cela est mentionné pour expliquer l'impact de ces ventes sur le prix de Bitcoin et la perception du marché.

💡Scalability

La scalabilité fait réfé à la capacité d'un système à gérer une charge de travail accrue ou une augmentation du nombre d'utilisateurs. Dans le script, l'auteur discute de la scalabilité d'Ethereum et des défis qu'il a rencontrés pour atteindre une transaction par seconde (TPS) élevée, un aspect clé pour les blockchains.

💡DeFi

DeFi (ou Finance Décentralisée) est un terme utilisé pour décrire des applications financières basées sur des blockchains qui ne nécessitent pas d'intermédiaire centralisé. Le script mentionne DeFi pour souligner l'influence croissante de certaines blockchains dans cet espace.

💡TWAP

TWAP signifie Prix Moyen pondéré par le Temps et est utilisé pour décrire un type d'ordre d'achat ou de vente qui s'exécute au fil du temps sans affecter significativement le prix du marché. Dans le script, l'auteur mentionne TWAP comme un indicateur de l'activité des gros investisseurs sur certaines plateformes d'échanges.

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

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