Crypto Market Analysis: Macro Trends, Bitcoin Trading & Robinhood Chain

going through everything from macro to majors to altcoins to onchain to all sorts of news across the cryptosphere

and beyond. Today, I'm very excited to bring you the first of many very big, bold, and new shows. So, with that said,

let's hop in because we have absolutely so much to cover right now. Just a couple of weeks ago, we thought that

crypto may be getting ready to collapse, maybe getting ready to essentially plummet down, plummet to new lows, to

new lows. And instead of new lows, instead of those new lows, we got new highs. And we got actually a runup to

the 50week moving average here on Bitcoin. We actually have seen Bitcoin go from potentially coming all the way

down here and creating what we were worried about would be an absolute collapse below this low that was formed

in February. And we were worried that this could take us all the way down to this 49k region here, which would have

been another significant drop. And we could have assumed that this would have been very devastating for the entire

cryptosphere. But instead, we got a rejection of that and we're now right up here challenging the 50week moving

average. this white line which seems to dictate bull or bare markets across cycles. You can see that this is one of

the greatest arbiters of the bull and bare cycle throughout Bitcoin's history. So what's going on today? We need to

first start with macro because we had a crazy crazy set of pieces of news this week. Okay,

first and foremost, crypto was having one of its best weeks of all time. And then and then we got the news from an AI

video here that old Donn T is coming in and has reignited the conflict with Iran and he's coming in and he's torching Car

Island. Now for me this was unfortunate because we were really enjoying our bags going up. We were really enjoying the

market going into up only mode. And as this happened we also got commentary that yes this whole ceasefire that we've

been enjoying it doesn't seem to be lasting. Clearly, he wants to escalate. He wants to escalate what's going on

right now. And he's also saying that, you know, essentially the nation's dead, all of these things.

And what we're seeing here is that Scott Bessent over at the Treasury is playing his role. He's echoing what we're seeing

with Trump saying that, you know, this Iranian regime just needs to come to their senses. And that's what they're

trying to do. He's saying that they're not trying to collapse the entire country despite the rhetoric coming out

of the president. He's saying that effectively they need to come to their senses. So, is this negotiation? Again,

we're not quite sure. But what we do know is that on an interview he seems to double down on this, saying that they've

just actually met with China's central bank governor and that they're talking about major Iranian sanctions. Now, you

have to understand China and Iran are very, very helpful allies to each other. So, if China, which is pretty much

Iran's, you know, big sibling here, it's their protector, it's the one who buys most of their oil, it's the one regime

that's keeping Iran afloat. If China is no longer at the table to support Iran, it could be very devastating for Iran.

Now, again, I'm no geopolitical expert. I've never had good luck trading geopolitical events. And that's why no

matter what we do here, no matter how much we investigate the macro, the news, the cycle that we love to check in on,

we will not be trading based on news events like this, we will not be trading based on noisy and conflicting news.

Though, it is worth hearing what Scott Besson has to say right here because this is showing he seems quite

confident. He seems quite confident here that they're going to be able to get something out of the Iranians. Listen to

this. >> I had a very the robust meeting with Governor Pan last night.

>> Oh, really? any any news? Uh you can again uh many things are left uh >> the better asymmetric information well

they're better done in private and you know that I think people forget the we are the house right we we do have the

information and over time we win >> okay >> I mean it's a pretty bold statement but

it is true America is the house you're gambling against the house and somebody might have one winning hand two winning

hands you might run it up you might get the hot hand one night and craps but you're not going to take down the house.

Nobody's ever taken down the house. And it is true, America is the house. So if what Bessant is hinting out here is that

he has some collaboration and cooperation from China, that would be a significant departure from what we've

seen here. Significant. Okay. So one of the things I'll point to here as well is that we see that Treasury

Secretary Bessant says the only way to get out of its debt is for it to grow its way out of debt. So again, Besson is

dominating. I just want I just want to check in here. Besson is dominating the news cycle. Okay, he's dominating the

news cycle and this shows just how much of a heavy hand the Trump administration wants to have on markets themselves as

they react to all of this news. This is a sign that Besson is not going to let grass grow and let the market just take

whatever narrative it pleases. This is quite a departure from what we saw from Janet Yellen under the Biden

administration. We can see Trump is very actively concerned with the way that the market is interpreting their behaviors

and their actions. Now, one thing I want to point out here is regardless just just to recap here, this to me, all this

stuff, right, all this stuff is quite bearish markets, right? You see the bombings, you see the escalations, it's

inflationary, and when inflation happens, there's worries that there will be rate hikes. Now rate hikes are bad

for markets. But then you have commentary like this which is essentially Bessant saying look we're

going to grow our way out which is another way to say he means inflate. Everybody knows what this means. We know

that this means that they're going to spend money and that they don't think that there's any way out but through

which means that they need AI. They need robotics and they need sectors like cryptocurrency and other value ad parts

of the economy to grow to make that debt seem less scary. That is what grow our way out means. And that means when we're

looking at the most important chart in all of finance, which I don't know if you guys have been following, but the

most important chart of all of all finance is this right now. It is the US 10year yield. This is the arbiter of

housing costs, of mortgage rates, of nearly all of the day-to-day expenses in our lives. It all is downstream of this

bond yield. And as you can see, if we get out to the daily, we can see that this thing has been pretty much in a

bullish uptrend. Like if this is an altcoin, this is an altcoin, you are absolutely smashing by here cuz that

looks like it just wants to explode. That looks like it wants to go absolutely vertical. Now, the reason why

we made the video about a week ago that essentially said, hey, look, this is going to be an absolutely monster cycle,

if it's not just, hey, we have regulatory, you know, friendly administration. Hey, we have ETFs, but

it's, hey, they finally are spending money again. They're finally printing money cuz they have a crisis again. We

haven't had a crisis where they're printing money since really 2020. That was the last big money print. That was

the last big expenditure on the federal balance sheet. Okay. And then we had a little blip, not a big blip, but a

little blip. I'll bring it up for you now, where we had a bit a bit of money spending with the Federal Reserve trying

to come in and save Silicon Valley Bank. So, here we can see on the um here we can see on the wall, right? This is the

Federal Reserve balance sheet, right? We can see that since 2021 or since early 2022, we've drawn down a significant

amount of the federal balance sheet. When this purple line goes up, that's supposed to be what stimulates Bitcoin.

That's supposed to be it. Now, if you look at these orange bars, I'm just going to take a second here. These

orange bars, that was where the quantitative tightening was set to end. And we actually showed that once

quantitative tightening ends, there's about a half a year, a six-month or a 26- week period before the money

printing really went up and crypto prices really went up. Well, we had about a 26 bar period and it ended on

the 8th of June or on the 1st of June actually. Let's look at Bitcoin and let's see where it was on the 1st of

June because it kind of feels kind of feels like it was right around that low. I mean, yes, it did go a little lower.

did go a little lower here to be fair, but this low was almost an equal low to that, right? I mean, good enough. Good

enough for government work, right? And if we look here, we can see that as Bitcoin since that low or if we get back

to this WCL chart, we can see that since then, since then, crypto and liquidity have started to

inlect up. Now, does it have to go this way? No. But it's just fun to do this stuff. I know a lot of you guys, if

you're watching me on YouTube, are big fans of Benjamin Cowan. uh uh honestly he's called it so incredibly well and

this is one of the things he talks about the most and here we see it playing out right the crypto markets bottomed not

too far after 6 months or so 26 bars after the end of QT history's rhyming again but the really important thing is

the really important thing is that when we see announcements like this when we see announcements like this we know that

the government is getting ready to spend money and we see that they are willing to control the debt which is of course

this this 10year year yield, right? This is the one that they are so scared of going up, right? This is the the housing

uh market uh is is incredibly fearful of this. Sorry, let me get back to the hourly here. The housing market is

incredibly fearful of this chart going up. Okay, everything in American society wants this chart to go down. But if we

see here over the actual longer day uh longerterm horizon we can see that it's actually up only since you know about co

right this was the March 2020 collapse and we see that ever since then interest rates have been going up because people

smell the inflation they smell the money printing and they don't want to be holding dollars and holding the bag. So

what we see here is that as they're starting to spend more money, as this is starting to get driven further up, we

can understand that this can work in tandem finally with our crypto assets. Because to be honest, to be honest,

there wasn't really a narrative for inflation for the last few years. We had this cycle of 2023, which was and we did

several videos on this, especially as the cycle was starting to fall apart. We said, "Hey, look, maybe this cycle

wasn't a real cycle stimulated by the big problem, which is government overspending, government inefficiency,

but it was just, you know, we won the ETF. We won the pull forward of the Trump pump with crypto. We won the the

regulatory clarity battle, but we didn't get the actual money printing that is the liquidity that finds its way into

all these assets. So now we're getting that mixed with a regulatory friendly regime and we might finally see a

combination that is a real tailwind mixed with a friendly environment mixed with some protocols which we'll talk

about today that are actually generating revenue driving it back to the token. And for all intents and purposes this is

grownup crypto. This is what a grown-up crypto ecosystem looks like because the darlings of this cycle are really the

coins that are making money and driving it back to token holders. Now, of course, we will also talk about this new

type of crypto, which I think of as kind of on its own island, which is the the new trenches. We'll talk about that. I

don't even think it's part of crypto. I think it's its own world now. It's like fully decorated, but we'll talk about

that a little bit later. Here's another thing uh we have to talk about. Oil spiked up yesterday. This is again

driving inflation fears. Uh let me get back to my sponsors here. Um and we are now seeing that this oil

fear, this fear of inflation has really been rocking uh Bitcoin. We're seeing that this this spike up in inflation,

this spike of interest rates is making people a little uneasy. And so as we look at the Bitcoin chart, uh we

actually see that it really caused a huge rocky sell-off. But Bitcoin is being really strong, right? So, we see

this choppiness out of majors, but regardless, Bitcoin's being really strong. What you'll see here is actually

uh lines that I have drew that I drew several days ago. And we can see here, I'll I'll bring up my trading plan

because I think this is really important. I'll actually talk about my trading plan in uh in just a second.

Just a second. Um, again, Besson, just to finish off this macro segment, is here with Kevin Walsh and he said in an

interview, he's saying it seems like it's unlikely that they'll raise rates into a supply shock. Meaning, they know

there's going to be some supply issues with oil, with Iran, and he doesn't anticipate that his buddy that he's

flying around on Trump admin administration planes with, Mr. Kevin Worsh, is going to make things harder

into that. So, read between the supply, read between the lines here. These guys are collaborating. They think they can

fix this. They're not going to raise rates aggressively. Uh, and they're actually working on trying to keep rates

down collectively. Okay, but here's the big news. Here's the big news. Michael Sailor started buying

again. Now, a lot of people, a lot of people on the timeline, such as the red guy, the thread goat, he said, "Oh my

god, no, no, no, no, no, no, no." I thought this was pretty funny because essentially Sailor selling pumped the

market and Sailor buying might be a sign that things are getting a bit toppy again. I mean, it's un it's undeniable

that Sailor is one of the worst buyers and sellers of Bitcoin. He buys the top, he sells the bottom. So, him buying is

like this conflicting signal. All right, he's the conflicting signal. Anyway, so this is kind of like the joke. In a bare

markets, sailor is buying. Buying it. In bare markets, sailor buying is bearish. In bull markets, sailor buying is

bullish. If you understand, I think it's pretty simple. Sailor doesn't dictate the prices. Sailor doesn't dictate the

market. He's tried to and he cannot. He cannot control Bitcoin despite his best efforts. Um, and that's why him selling

is more or less a bullish signal because people just don't like the way he tries to do this. Anyway, let's look at

Bitcoin because this is all that matters. We're transitioning from macro to major. We know that the macro is

fears of inflation and we know that essentially that inflation is leading the government to try to buy down the

debt, control that inflation which is now working for the first time as a bit of a tailwind here for Bitcoin. We've

never seen uh the this sort of interest rate phenomenon since 2021 and Bitcoin work together. And I believe the reason

is the reason is that in this case the inflation that people are worried about is actually very transparently causing

the government to want to spend money to buy down the interest rates as opposed to actually just reduce the amount of

liquidity which is what uh Jerome Powell was doing for years was reducing the liquidity in the system to control

inflation. Well, Besson and Trump are not doing that. They believe that the way to get out of this is to have AI

take off and become the biggest industry on Earth. And they believe that in order to do that, AI needs cheap debt. And so,

they're trying to buy down the debt, spend money, and allow for the economy to grow to the point where it's growing

much faster than the debt. That's their plan. And in that world, we have Bitcoin getting a tailwind from AI, a tailwind

from the debt, a tailwind from inflation, not a headwind. It's very interesting. It's important to

understand the context of what's happening because Bitcoin effectively is responding here. In my opinion, from my

layman's opinion, this green candle here is responding to the belief that the government will start spending

aggressively, right? And that's the belief. That's what the market is saying is that we don't want dollars. We want

Bitcoin because it's scarce. It can't be printed. Goes back to the basic old idea here. Now what I will say is we are up

against two things which is this resistance from the bottom of the first collapse here. Where is this magnet?

Okay. So we have oh we have this first resistance zone. This red line I just drew. I'm actually going to make it

yellow. It's easier to see. We have this yellow line that was the resistance from the November collapse, right? That uh

that wick low. And then we have this high from May of 2026. And that's kind of our big weekly levels that we're

looking to do battle with. And that informs my trading plan because I actually made a a pretty what I think of

as a pretty good trading plan. If you guys know me, I'm historically very bullish uh just almost to a fault, I

would say. And after last cycle, I decided that I was going to become a systematic trader. And I looked and I

followed some of the best traders in this entire industry. And I'll name I'll name them as we go because I want to

shout them out because they're really amazing traders. Um and these traders helped me develop a system that I now

use. And I spent the last year working on it. Obviously, as you trade, what you'll find is everyone has their own

system, the things that work with your personality, how you like to trade, your risk tolerance, and your own beliefs

around the world. And so, I fuse sort of a fundamental bullishness around crypto and a fundamental bullishness around

certain narratives in altcoins with also a systematic trading style. And one of the systems that I that I learned a lot

from uh my buddy Brandon Hong, who's an incredible trader, is that you really just want to not speculate and wait to

see strength. And so in this runup, I said, you know what? I would love to see us not retrace this whole pump, but come

down and and get a little reload in the lower 70s. This is my ideal plan. I put this out on the 23rd. Okay. Um and I

said, I still believe we're going to push a little higher. Even as Bitcoin was getting a little choppier, I said,

we're going to push a little higher and then I think we'll come down. And then as time went on, I started to update

this thread, which if you guys are following me on Twitter in real time, I've actually been updating. And what I

said here is, hey, look, right as it started to reject in this resistance, I had some sell orders there in the red

zone cuz I thought it was going to take a little bit of effort for us to get through this. So I said, look, um, you

know, I, uh, I tpd the majority of my leverage. I have a leverage bucket. I have a spot bucket. Those are two

different types of investment, but I had a bunch of leverage on when we took off past 67K. Um, and this system, this

system that I'm using is the reason why I've been able to catch this move. Because last cycle I was too rigid, too

rigid in my beliefs when I said, "Hey, look, I think we're going to bottom in Q4." I wouldn't have traded this move

up. I would have stuck to my beliefs and just waited for the bottom in Q4. But instead, when we broke through this key

weekly level, right, the key weekly level of 67K, um, which was from this level right

here, when we broke through the 67 wick high, um, I said, you know what, that's bullish. I'm just going to buy it. And

so, I bought it. Keep it really, really, really simple. So, that's why I bought when we broke through 67K. And once we

broke through, um, and once we hit 81K, I had this resistance. So, I took some profits. Now, what I'd love to see what

I'd love to see is for us to come down and hit some of these uh support levels that we had along the way. And one of

these support levels is right here. I like the I like the rays. I like rays more than horizontal lines cuz you get

to see where the uh the reason why we have the line on the chart. I'd love to see us come down somewhere into like

this box here. Okay. I'd like to see us come down into this box. Okay. I'd love to see something under 73 to buy a bunch

of alts to get long leverage again. But the truth is, I don't know if I'm going to get that. I don't know if I'm going

to get that. So, I do have several lines on this chart here. I have several lines here uh outlined. And this was from my

from my tweet, right? I have several uh lines outlined. And these are going to be my ideal reload and little places

where I'll DCA along the way. Now, as you can see, we're kind of chopping between these key key yellow lines here.

If we get above the red box, if we get above this red box, it doesn't matter what I plan because there's just a lot

of strength in the market and I'll be buying. I'll just be buying there. doesn't matter what I thought was going

to happen, what I want to have happen. I'm going to buy into strength. Of course, if we lose this 67k breakout,

then everything we said doesn't really matter. That means the cycle isn't as strong as we thought because a really a

really strong cycle should remain strong. It should remain strong. There should not be these huge retraces back

to support every single time, especially with how underowned crypto is. That's what we're seeing right now is so many

people left crypto to AI. Hey, I'm guilty. I'm guilty. I did the same. I was starting to give up on our beloved

crypto coins because AI is so incredible. And by the way, we're still in the AI super cycle. Doesn't matter if

AI goes down for the next year. AI is very obviously a a transformational technology. And so don't lose sight of

the fact that we have multiple super cycles happening here. AI, robotics, deep tech, bioscience, space, they're

all super cycles and crypto. But what happens with crypto when it gets to be this underowned is that everyone in

order to get in must buy. you simply must buy. And that's why you get rallies that don't come all the way down because

you have so many people on the sidelines that they don't wait for it to get that low. Now, if it gets that low, it means

that there's not as many buyers as we hoped. And maybe we need to scratch our heads and say, "This isn't exactly what

we thought it would be." So, I'm really really hoping I'm really really hoping we don't come down and ever retest this

67k, not this cycle. Really, really don't hope so. I really really hope not cuz that would really change how I feel

about this cycle and and the strength that we're seeing here. Now, ideally, we don't even go below this sort of 71 this

71k line. I would love to see at the very worst at the very worst a little uh where is this? A little kind of Whoa,

chill. A little dip below there. That would be the the worst I'd like to see. And so,

anyway, that's my trading plan. Uh that's how I see Bitcoin right now. And really, ETH and all these other coins

are kind of extensions of that. You can see they're trading very similarly. The one thing I'll say is that Salana um oh

ETH is benefiting a lot by the way from the tailwinds from Robin Hood. Uh we'll talk about that in a little bit, but

Robin Hood chain is by far the most interesting thing that's happened uh this cycle. And in my opinion, it is the

chain to focus on for your degeneracy. If you're not trading crypto majors, if you're not trading per, if you're not

trading sort of buying and hold the basket of majors, if you're talking about your lower cap altcoin stuff,

Robin Hood is, in my opinion, the highest place, the the highest expected value. We'll talk about exactly why in a

bit. Um, but as we can see here, uh, we had Salana announce this massive tokconomics update.

This tokconomics update is actually the biggest thing that Salana has done from a fundamental perspective in quite some

time where they will actually double disinflation to 30%. So they are taking the amount of soul that they issue each

block to validators and completely reducing it to the point where Salana is meant to be more moneyiness right

they're trying to increase the moneyiness and the import and the value of holding the token not just the value

of the speed of the network and the validators uh and sort of paying those uh key infrastructure partners. So this

is a huge piece of news and we actually talked about this saying it was pretty good. Uh, however, Salana has not been

as clean as you'd like it to be off of these lows. This was right here at this 98 level here. This sort of uh this 98

level or or sorry, this 98 level. It happened right here. Um, and it did perform a little bit, but it's kind of

retraced each one of these levels. It's not showing as much strength, but I do think that Salana looks good here. I

mean, this is an important update. Um, but I want to say this very clearly. Salana's s entire position within crypto

as the DGEN hub, the trading hub, the speculation hub that is currently uh uh more or less under attack by Robin Hood.

And it's important to understand the metrics. This is not just a vibes thing. It's not just a sentiment thing. It's

important to understand the metrics and why we think this is happening. Okay, so we're going to be talking about that in

depth today. And I hope you guys are excited cuz the Robin Hood part of this segment is one of the ones I'm most most

excited for. But one thing I do want to talk about here uh before I get even into any of this is DATs.

Dats have been the most controversial thing because Micro Strategy, Bit Miner, Forward Industries, uh Hyperlquid

Strategies, and the the million bazillion other digital asset treasuries from crypto that most of them went bust

over the bare market. Yes, Micro Strategy escaped narrowly with its life, but most of them went bust. Okay, those

DATs have once again been outperforming. They have been outperforming their underlying, right? So, you'll see here I

I'll make this a little smaller so you can see this, but you can see here that PER, which is hyperlquid strategies, is

actually up more than hyperlquid, right? Hype is up 47%. Perr is up 76%. Bit miner is up 32%. ETH is up 31%. Not

a huge gap, not a huge delta there yet. You have Bitcoin up 22%, Micro Strategies up 32%. Right? So you're

seeing here, Forward Industries, FWDI, that's the Salana one. Uh that one's up 42% and Salana's up 10 uh up 34%. So you

can see that once again the digital asset treasuries are acting as levered exposure to the underlying and that's

why people buy these is because they tend to pump harder in the bull for various reasons. I'm not saying that you

should prefer them. I'm just pointing out the trend that DATs have essentially gone from toxic waste to potentially the

type of levered exposure that people originally like them for. They're a bull market phenomenon. Let's just say the

DATs are like levered altcoin exposure, alt stock exposure to the underlying. And you know, uh, for a lot of these

assets, it's easier. For example, you can't buy hype in your brokerage, but you can buy per, uh, stuff like that.

Anyway, one thing I do want to point out here is that Ethereum, Ethereum, weight this however you want to weight

this, okay? You don't have to wait this. You don't have to care. I really, you don't have to care about this. But it's

worth noting that this sort of vague uh diagonal here which seemed to more or less hold up throughout the last 10

years. By the way, this starts mind mind the date on the chart here. This is 2017 that this topped, right? This is not

2021. This is not 2024. This is 2017. This ratio of ETHBTC has been going down roughly respecting this diagonal for

years. And now we have sort of what you could say of as a breakout. Obviously, we haven't seen it do much yet, but it's

worth noting here that ETH BTC may for the first time in 10 years be free. Be free of the cage. Does that mean that

ETH is going to rampage back up to 05 BTC? I have no idea. But I'm just pointing this stuff out to you because

it's important to track these trends earlier so we can contextualize things that happen as they happen. Does this

mean you should sell your Bitcoin for Ethereum? No, I'm not saying any of that. I'm not saying any of that, okay?

I'm just saying this is something that is real that is happening on the chart. It's worth noting. It's worth noting.

Okay. Now, getting back to uh majors here, just to wrap this up, if Bitcoin loses

this, I want to keep reiterating this is the system. If Bitcoin loses 71, I'm probably going to sell almost all my

exposure across the space because really strong trends should not come and retest all the way down here, right? they

should hold and create higher lows without fully retracing to the original resistance. So, I would not like to see

it lose this level and kind of start challenging this level. I'd like to see it stay above 71. That's my personal

preference. Um because if we start really closing weeks below 70, it feels like the trend is much weaker than we

thought. That's just my my overall wrap-up here and something that I just want to see happen. Okay.

And so now, uh, let's talk about the, um, I think we've gotten through measures

here. I'm going to take a second and pop into the chat before we get to our next segment here.

All right. What is going on? So epic to see your content. Love seeing you. Thank you so much. Now 79K. Yeah, Bitcoin is

looking strong. Again, we're in this choppy zone where it's a little hard to say what exactly happens next. and it's

not um it's not getting the uh the full breakout nor break down. And this is interesting on days when we're seeing

big scares like Iran and it doesn't just collapse. That's actually a sign of strength. Just like when Sailor sold and

it should be doomsday and we don't collapse, that's good. When bad news doesn't send the price down, that's as

important as good news sending the price up. These are important signals. Um hype is close to what are your

thoughts? Um yeah, I haven't compared those two. It's interesting. Uh Robin Hood is used by so many people. Yeah,

agreed. Uh that's that's like the the bull case, right? Is that you have uh Robin Hood being the graduation layer

for these coins. You have the Robin Hood is the graduation layer for these coins. Anyway, um there's going to be a lot

more chat, so we're going to get to that at the end of the episode. Make sure to stick around. We'll do a Q&A uh here.

Um, but before we get into that, I wanted to talk about and go into the sponsored segment here from our good

friends who are going to be helping us expand the show here. We're going to be expanding the show and a lot of it is

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really thankful to have them as a partner here on the channel. And quite frankly, the uh the product is very

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here, they have BTC, they have Ethereum per um they have a suite of altcoins right now. Um as you know, we're very

bullish VV as well. Um, and we can see here that they have, you know, not not all the coins yet, but what's cool about

Koshi is they keep expanding. And the pace at which they're overtaking not just predictions markets, but now per is

impressive. Um, so you can see here that they have uh 6x leverage here on ETH, four 4.7 on or so 6x on BTC, 4.7 on ETH.

XRP you can trade. Where are my XRP uh army? Where's the XRP army at? You know what's the craziest thing and one of the

things that has made me actually appreciate XRP and one of the reasons why I'll be paying a lot more attention

to it this cycle uh while I while I will be actually longing it when it presents the opportunity is because when I get

outside of my little bubble here when I get outside of the crypto Twitter bubble and I talk to normies totally unaffected

people who are not following our day-to-day they love XRP they still are obsessed with XRP and they believe it is

just destined destined and pre-ordained to have a comeback And so that's one of the reasons why I'm actually excited to

trade some XRP this cycle. Um, so definitely check out Koshi. In my opinion, this this uh is what you want,

right? Because as an American, you're not really supposed to trade on these other exchanges. Um, like uh like even

Hyperlid, you have to use a VPN. To just pop in and not have a VPN on and just to be able to trade is going to be an

absolute dream. Uh I'm excited to run up an account with you guys and hopefully have some amazing amazing trades um and

trade some of the best coins in the space uh at very very logical systematic entries and exits. Uh again the uh the

fee layer here is one of the biggest selling points for me for Kry. So shout out to them. uh we're going to be doing

a lot more using of this platform and uh and like I said my one of my biggest P&Ls uh of this entire cycle has been

one of my biggest P&Ls this entire cycle has been trading pers uh because I finally learned to short this bare

market and certainly I wasn't confident enough to talk about shorting or longing in uh on in public here but I'm going to

be challenging myself challenging myself to trade in public. That's going to be a theme of this channel is I'm going to be

trading in public. I'm going to be trying to show my wins, my losses, my ups, my downs, and hopefully really

it'll enforce an accountability that'll make me much better, that'll make the content much better, and hopefully it'll

make the wins on this channel uh way way cuz obviously, you know, we've run it up multiple cycles. We've run it way up,

but we did not keep enough of our gains last cycle, and we're not doing that anymore. We are going to keep our gains

and trading pers and trading in a systematic way is absolutely the way to evolve from where we were at to being a

10x better not just uh investor but trader and wealth protector risk manager. That's what really we're doing

here in crypto. Running up an account is very easy to not easy to do but it it happens during a bull market. Keeping

that wealth is the magic trick and that's the one we're going to be working on. So again, shout out to Koshi. Make

sure to sign up for them and we're going to be doing some per trading on them. So, shout out to them. So, now it's time

for the the what I think of as one of the most important segments we're going to do here. And we're going to be

talking about this with a full dedicated video very shortly with Robin Hood. Okay, Robin Hood has completely altered

the fabric of this bull run. Okay, Robin Hood has altered the fabric of this bull run. Okay,

Robin Hood chain is tweeting from their main Robin Hood app, uh, Twitter account, X account. The Robin Hood chain

crowd is built different. Okay, they have already listed the first big meme memecoin on Robin Hood. Now, I don't

really own much of it. I don't really speculate on memecoins that much. Obviously, I'll trade a bit of them, but

but that's not the really interesting thing here. What's really interesting about this is that you see Robin Hood's

leadership making a concerted effort not just to enter into crypto as yet another corpo chain here, but they want to be a

real conduit of speculation. Before we get into Robin Hood, let me just do a little bit of a of a soap box here.

What crypto has become what crypto has become is essentially the home of speculation. you you've seen me on this

channel for years essentially opine over and over and over again about how crypto is going to be sort of a layer for

social and um and all kinds of applications and that might be true in time that applications are built on

crypto and that we have all kinds of this web 3 world that comes to life. Gaming in particular obviously has been

a scorched earth really tricky place for crypto where hundreds and hundreds of wellunded projects have gotten destroyed

in market and that has been extremely painful for me as you guys know I was very long gaming but what we've seen is

that crypto is actually extremely good extremely good arguably the best place in the world to facilitate speculation

trading and liquidity formation. So what crypto is very good at is creating certain specific behaviors and that's

the crypto of today that is objectively provable. And so this cycle we're going to be focusing on what crypto is today.

We're going to be calling a spade a spade and as we see use cases pop up we'll evaluate them. But one thing is

undeniable and that is that crypto is the home of speculation of dare I say degeneracy but also of just risk

allocation speculation trading. This is where it all goes down. And you see this because the the rhetoric out of the

current presidential administration, the SEC, is, hey, all markets need to come on chain because if a market about, you

know, a a meme about an ape or whatever can get tens of millions of dollars in liquidity and trading volume almost

instantaneously, then what about the most important and liquid and actually valuable and meaningful assets in

society? gold, S&P 500, NASDAQ, uh, Nvidia, you name it. These are real assets that people all around the world

want to own because they're so important. They're so meaningful. And being able to create a place for them to

be traded, exchanged, or let's just say, hey, say you want to tip somebody some Nvidia stock. Say you care about

someone. You say, hey, I I I think that I care about you. You know, you're you just graduated college. Here's some

Nvidia stock. You can't do that. Can't do that in the modern day, right? you need you can do this on crypto easily

with a click of a button. So there's things that are happening and I'm not this is not to say that um these

behaviors won't somehow migrate to these other platforms but right now crypto presents a very very significant leap

forward in the way finance works and the way trading works and the way speculation works and the apps that are

central to finance speculation and trading are inflecting in crypto despite the early stage that we're in in crypto

in this new cycle. We're seeing these speculation hubs going absolutely parabolic and that is a sign that what's

happening in crypto there is a stickiness and a durability to some of these behaviors. Okay. Now, if you've

been following the story, we talked a lot about Pump Fund and how Pump Fund was essentially this very durable,

you know, degenerate place and we were very negative about Pump Fund for all last cycle. But throughout the bare

market, no matter how much the token's gone down, the Pump Fund app has continued to print a million dollars per

day in fees and host an insane amount of usage. And then this cycle, we've seen a new behavior which we'll be talking

about in a second. Okay, so that is the stage being set. That is the stage being set. And now we have Robin Hood entering

the chat. Now, if you think about the history of Robin Hood, I don't know if you've seen Dumb Money, but that movie

Dumb Money goes through the GameStop, GME, Wall Street Bets era, and that era was essentially a bunch of degenerate

gamblers trying to force a short squeeze on GameStop and buy up AMC and essentially force the meme stock era

where they were trying to beat Wall Street by playing silly games. And that is what expanded Robin Hood's user base

from being fairly inconsequential to being one of the biggest financial hubs in the world. And now Robin Hood, the

chain is exploding. It's exploding. Their DEX volume hit nearly a billion dollars in the last 24 hours. Nearly a

billion dollars. Okay, this is massive. And when we look at Salana, their DEX volume is now comparable in many ways to

Salana. It's actually over. It's actually flipped Hyperliquid in 24-hour app revenue. Robin Hood chain. It's

actually flipped Ethereum. Okay, these are not in significant numbers, but mind you, Robin Hood chain is a layer 2 on

Ethereum. Worth noting. Worth noting. Okay, so what's good for Robin Hood chain is still very good for Ethereum.

The monster day. Got to have a monster cup of coffee today. Kidding me. We're about to go through this Robin Hood

stuff is significant. Okay, it's significant. Now, mind you, none of it matters if Bitcoin breaks its uh support

and goes below 71K. In my opinion, if we start retracing Bitcoin all the way down, then none of this matters. But

while we are above, while we are choppy or string strong with market structure, in my opinion, and how I'm not just

saying this, but how I'm trading my assets is to be risk and to focus on this new chain that is explosive in

growth, that is displacing Salana as the home of speculation and trading. And there's other crazy things happening.

For example, Robin Hood chain actually flipped Salana as the home of trading bot volume. Okay? So, you know, where

people are trading meme coins with bots and stuff like that, they have these these interfaces that allow them to

trade faster on the chain. Well, guess what? Robin Hood is now 47% of that volume. Okay, let me actually bring this

up so you can see it in full. Uh, Robin Hood is now 47% of that volume and Salana is 41%. BNB base Ethereum almost

non-existent on the chart. Okay, almost non-existent. These are massive jumps, massive jumps, significant overtakings.

Okay, we also have this which I think of as most important. Okay, Vlad Tenev, Vlad

Tenev is the secret as to why this is different. And let me explain this to you. I'm going to play this clip to you

because what you'll see is that not only are we early on in this Robin Hood chain life cycle, but as Vlad will tell you,

we're early on in a bigger super cycle. Something we talked about a little bit is the other bullcase for crypto here,

which is the tokenization of other assets and bringing them on chain. Now, I'm going to play this clip and then I'm

going to tell you what I think of this because it's not just this clip, but it's been several other clips, which I'm

not going to make this whole this whole segment a Vlad Tenn of Clipfest, clip fiesta, right? But we will be covering

Robin Hood on its own dedicated video soon. But listen to this. >> Tokenization.

We're at the beginning of a super cycle and it's going to take over the entire financial system.

Now a month ago we launched Robin Hood chain outside the US and this this is our crypto blockchain and one of the

interesting things about it is it includes stock tokens as a primitive which give tokenized exposure to US

stocks. Now we started with 90 of them. Now we're up to 190. By the way, we'll talk about how important these stock

tokens are in just a second because they're leading having widely available stock tokens like this is leading to all

kinds of interesting experiments. >> And these trade 24/7 uh and you can move them around the

blockchain like you can Bitcoin or any other crypto asset. And and what they really do is give exposure to US stocks

to people in over 120 countries. I think this >> this is what I was saying. These these

are power these are permissionless stock tokens right someone in Uganda or or a sanctioned uh place in the world can now

own Apple stock right this is a this is a paradigm shift right this provides a road map for what the financial system

can look like now >> and by the way do you think he knows where the financial system is going to

be going this is the CEO of the company that is in charge of the Trump accounts right remember how Trump's going to be

funding all these uh every new child with an account, right? Those it's all happening on Robin Hood. It's all

happening on Robin Hood. This guy is heavily tied in with the administration. Okay, Robin Hood is part of the plan. It

is the home of retail investing. And in my opinion, obviously, it's not as big as, you know, Schwab or these other ones

yet. Um I think by size of deposit. I I actually haven't compared them recently, but I believe Robin Hood effectively

occupies the same space in Tradfi that crypto occupies sort of in the larger sense of world. They're spiritually uh

birds of a feather. Okay. So that's why Robin Hood creating a chain and having it go like this is one of the more

meaningful things that's happened and it's not just another corpo chain. So just understand that and at the very

least if you don't buy it if you don't buy the narrative at least just follow the story over the next few weeks

over the next few months. >> I think uh tokenization in the US has come up and I'd say it's broken up into

two camps. There's sort of two sides to it. on one side enthusiasts that just want to get their hands on this new

technology, new capability, and they're asking us, "When is it coming to the US? What's that going to look like?" On the

other side, there's people that say, "Well, we already have simple access to markets here. We have products like

Robin Hood that provide fractional shares, 245 trading. Maybe it's not 247, so what's even the point?" And so

through my post, I kind of outline the three key improvements on an infrastructure level that can actually

impact people's lives in a positive. >> And by the way, I just want you to see how far over and above he's going to

define the value prop of assets on Robin Hood chain, right? And we'll go over like sort of all of the the the quick

quickly all these things and then we'll go into the meat of this Robin Hood segment because it's really a big deal.

>> You're in America. Sorry, I'm just going to minimize this so it's easier

for Okay, so to recap here, Vlad, okay, Vlad the Impaler, okay, he's taking an active

role in Robin Hood chain. And active being that on day one, on day one, Vlad followed the leading meme on Robin

Hood chain, right? He followed Cash Cat. Then a few weeks ago, they listed Cash Cat on Robin Hood. this meme soared to

the hundreds of millions. And I know you're saying, "Oh my god, that's not what we need, another meme cycle."

That's not what I'm saying. I'm saying that Vlad is willing to get his hands dirty, right? He's willing to do the

stuff that other CEOs, hint Brian Armstrong, hint CZ, hint these other guys, have been too scared, too high and

mighty to do. And he's saying, "You know what? I know what my user base is. We're the GameStop crew. We're the Wall Street

Bets crew. We're DGens. Let's give them the fun stuff to trade." And so Vlad is willing both soft with with with soft

actions like following Cash Cat, tweeting about memes, mentioning memes. He's willing to do the soft stuff as

well as the hard stuff like listing these these tokens. And so that what I'm trying to say to you is this guy is

going to bat for crypto and he's not scared to associate with it. He doesn't feel it's embarrassing. In fact, he's

extremely bullish on it. And the real win that we haven't even seen poke its head is the tokenization of real world

assets that in very obviously is going to flow naturally from an exchange like Robin Hood which already trades these

things like people already trading oil already trading commodities and futures and and stocks on Robin Hood right okay

so would it surprise you to know that RWA trading has also gone vertical on Robin Hood as we can see here 169 or

165.9 million in volume and meme pairs back on Meme pairs. Meme pairs. Oh, I guess

we're going to talk about that in a second. But if you guys haven't followed Flood, I just figured this is worth

shouting out. Flood very publicly was the first and most vocal hyper uh hyperlquid maxi. He bought in heavily on

the um on the air. He got air dropped quite a bit cuz he was an early user, but he bought in heavily on the airdrop

day at about $3. And he has a public wallet that has run up to $30 million in profits just trading Hyperlid. He's one

of the biggest hype bulls in the game. And he pretty much said this yesterday. He said, "If I didn't have a significant

port, I would be focused my entire attention on Robin Hood chain." And that's because Robin Hood chain is

early. So the infrastructure, the winners on Robin Hood chain are still early because people still have doubts

as to whether it's going to grow. And he feels like it's a good chance of clawing market share from Salana. And that's

exactly what we're going to be talking about here because it makes sense that Robin Hood would be the home for RWAs

compared to every other chain. They have RWAS on their main platform. They have 30 million people trading real world

assets on their main uh uh trading uh on their main brokerage, right? And then you have this other thing which is that

Robin Hood chain has now uh has now a launchpad that is doing fairly equivalent fees and revenue to pumpf fun

which is why we started talking about pumpf fun. And this is where I might lose some of you. So trigger warning I'm

going to be talking about a new project which I own some of. I'll show you exactly where I bought it. I've verified

and you can see what I'm holding. And I think of it as as a significant moment and it it took me until about a day or

two ago to actually tweet about this um where I said hey look there is a pump of Robin Hood chain and pump.f fun. You

might not like it. You might hate it. You might love it. Doesn't matter what you think about it. They have a durable

revenue mode. They've shown that their revenue is durable through bull market, bare market. Now years later, they're

printing money on fees by being the dominant launchpad on Salana. And now we have the pump of Robin Hood chain which

is called Pawns Ps. And they are doing monster amounts of volume, right? So they're doing an absolutely insane

amount of volume. In fact, they did 400 million 400 million in daily token volume just yesterday. Um, there is some

really ridiculous metrics coming off of this. And so this coin pawns is up only, again, if you're going to buy pawns,

just fair warning, this thing has gone like absolutely vertical. It's gone absolutely vertical. Okay? And so it's

really really up only. So buyer beware, buyer beware, this thing could easily pull back 20, 30, 40%. Um, but as long

as Bitcoin, so my perspective is as long as Bitcoin's in a bullish market structure, right? As long as Bitcoin's

in a bullish market structure, I want to be risk on the things that are winning the cycle. And one of the things that I

told you at the beginning was I want to be risk on the stuff that's making a lot of money. And I want to be stuff that's

risk on a the the tokens that are making money and using that money to buy back the token. Making money, using the

money, buy back the token. Okay? And Pon checks it checks those boxes, right? And we're going to be talking a little bit

about sort of the the the backdrop here, which is that Pawns, as you can see here, has actually

bought back 30% or 29.1% of their own token supply already. And it's a few weeks old. This project's less than a

month old, I think. Um, and they've burnt all these tokens. And so, you can track on this uh state of blocks

dashboards pawns terminal. You can actually track all these metrics of how they're buying back and burning their

token. So again, you could hate memecoins all you want. I'm not asking you to buy. This is not a memecoin. This

is a memecoin deployer launchpad that has won market share on what I think of as the most important blockchain in this

new cycle. Now I've defined why I think Robin Hood chain is the most important chain. And if you agree with that logic,

then all I ask you to do is to do research. Do your own research. DY do not take anything I say for granted. I

am holding a lot of these bags. So I would like very much for this to go up. I'm very much so incentivized to see

this go up. So make no mistake, I am I'm bag biased, but I want you to have a very clear understanding that there is a

lot of actual logic as to why this is working. Okay, so anyway, uh Pon is very interesting, right? This revenue that

they are printing, as you can see, uh 50k in an hour, right? They're having uh six figure days, multi6figure days, and

they're buying back their token with 80% of those fees. So that to me is significant, right? That to me is very

significant. And it wouldn't surprise me at this stage in the cycle for people to have some negativity towards a pump. Fun

style project on Robin Hood. But just understand that if the revenue starts to fall, this project will fall. But if

they're able to solidify themselves as the leading token, as the leading deployer and launchpad on this chain,

then their revenues might be durable. Might be durable like Pump. Funds. And what I'll also say is that Pump.fund

fund gets a lot of revenue from a DEX that they deployed called Pump Swap. Pawns has a very obvious next play in my

opinion, which is to deploy their own decks so that their tokens go to their own decks and they're making double the

revenue. Again, these are the things that I could see being ways that I could see this project continuing to expand.

But it all depends on this cycle continuing and Robin Hood continuing to dominate, which are sort of my base case

right now. So, that's my logic. Feel free to agree or disagree in the comment section. Uh, but I'm going to be doing

something that I actually have never really done before. Um, which is that I'm trying to be public. I'm trying to

be as public as I can with my trading style. Okay. Um, yeah. So, hold on. I'm going to talk to

the chat a little bit because I'm curious what you guys I'm curious what you guys think. Do you guys like this

stuff? Do you hate this stuff? Um, what do you think? What do you think? I see people shouting out some meme coins

here. Um, yeah. So, Link is buying back tokens. So, so that's the thing is they're not

the only ones. There's a bunch of tokens now who have figured this out. Athena just announced that they're going to be

doing token buybacks. Pawns is doing it. All that's great. But we know that the number one app, let's just, let's just

go look. All right. Let's look at this. Let's look at numbers. Let's look at numbers

cuz y'all need some numbers. Buybacks are buybacks. But let's look at numbers here.

And we can see here fees 24 hours, right? And we can see here that we have on what is this.

This on all chains on all chains. Okay. Yeah. Here we have pump and pawns right here. Neck and neck. We have 5

million for pump, 4.8 million for pawns, right? And this is the fees in 24 hours, right? So these are similar, right? pump

is technically on four chains I'm guessing like what is this are they what are there four chains oh yeah they

started on um oh I guess yeah anyway so anyway pawns is here and they have 4.87 million versus 5 million almost almost

equal right but it might surprise you it might shock you to know that actually the FDV for pump

is where's the 3.6 6 billion $3.6 billion is the pump FTV for their token. Okay.

Whereas pawns, we go back here. Whereas pawns, their FTV of their token is 290 million. Less than 10x, right? Like a

like significantly less. And when I tweeted about this, it was about 150 million. Remember that a third of these

have been burnt, right? So you have a real market cap of about 200 million. So you still have roughly 15x or so for

ponds to reach the value of pump. That's the comparison. That's the simple comparison. I'm I'm I'm going to get off

my soap box here. I'm just trying to understand. I'm trying to help you understand that this isn't a memecoin

play. This is a revenue play. We're trying to underestimate. We're trying to underwrite rather. If the revenue is

going to last, we don't know. But if it does, then the comparable in market is Pump. They're doing similar revenue

numbers. Obviously, Pump makes more um sim sorry, they're doing similar fees. Pump makes more overall revenue, but

they have a path, I think, to making similar revenue on Robin Hood if they hold their place. So that's the grave

that's the big uh that's the big sort of mysterious play right now is pawns. Now I I do want to be very clear um that

this token has been absolutely vertical, right? It's been absolutely vertical. Okay. So as we go and evaluate whether

or not you want to buy this, just know this this could easily easily crash and do one of these and then work its way

back up or whatever. Anything could happen in crypto. So, when a coin goes this vertical, just know there's a lot

of profits to be taken. But there's also a chance that this thing gets listed on Robin Hood. In fact, it feels like it

would be silly if this thing doesn't get listed on Robin Hood. And I actually own a lot of it. And I'm going to be doing

something that I don't normally do uh that I never done before, which is I'm going to be exposing uh a wallet I've

been trading on, which is here. Uh you can see I'm trading as nice Jewish boy. Um I was actually just going to run this

account up as an anonymous wallet. Um, but you know what? I actually love this account, FOMO, so much. And I think

transparency is important. So, if I lose money, you'll see. Uh, but here you can see I've made over the last week a

significant amount on pawns. Um, and I am actually one of the top uh top traders on FOMO. Uh, this this uh week

I'm a top 100 trader on FOMO. So, you can see that I know a lot of people think that, oh, Elliot's not really a

real trader. He's not really a real investor. But, um, I see a lot of comments like that. But I think of

myself as quite a good trader um especially now. And so um you know again I think trading in public is going to be

a challenge but it's a challenge that I want to grow and meet and be able to be able to really uh crush because I think

that if I'm able to trade in public and have accountability for the the decisions I make, it'll make me a better

investor. It'll make me a better trader. And so that's my goal. Um I hold a significant amount on this token. You'll

be able to see if I do sell it. It's all very public. Uh, for what it's worth, I really think FOMO is creating an

entirely new wave for crypto. And I think it's on at on that note, it's really important for us to talk about

what's happening, right? Because FOMO is creating a wave, right? And there's a reason why. When I saw these numbers, I

actually didn't believe it. I did not believe it. I thought this was fake. Um, but they have started to onboard

millions of users, over a million users, right? So, when you see that I'm a top 100 trader on FOMO, uh, that's across

over a million wallets, right? And so I take great pride in that. And what I want to say very quickly or very clearly

is this. This is a new behavior. And these traders are getting onboarded mainly

through Instagram, through uh Tik Tok, through other other ways, right? And these traders, these traders do not care

about crypto. I don't think they care at all about Bitcoin, about interest rates, about blockchains. They don't care about

nothing. They're seeing random people make a ton of money on this app. Kind of like when people are betting on

stake.com or Koshy or whatever it might be. They're seeing people make money and they're just doing it. And I think that

what we're seeing now is the trenches, as we call them, used to be kind of like the shadowy subbase of crypto where

respectable traders would go there to gamble or to have fun. Kind of like a like a downtown district. But now these

trenches have migrated. And in my my opinion um my opinion these tra these traders

these uh what's it called? These trenches are now their own world. They're fully segmented off. They're

fully they're fully their own world where people are coming there to do and trade whatever they're trading but they

don't really care about what Bitcoin is doing. They're not going to sell their random coins because of Bitcoin. They're

not going to be as tethered. And so this is something I think is really important for you to understand is that this user

growth over the last month or two through these apps are users [snorts] that I don't think are part of our

little world. They're not part of our little world of crypto. And I don't think they're going to be playing by the

same rules. And I think that for that reason I'm looking at owning infrastructure that serves these

trenches, whether that's Pumpcoin or Pawnscoin or whatever. I'm looking at those as somewhat disconnected, somewhat

uh what is what is what is the word? I'm looking at them as um there's a word for it. We've been

streaming a little too long here. I'm forgetting here. Decorrelated. They're decorrelated. I don't think they're

correlated. I don't think what happens in Iran and interest rates and all these things is going to stop people from

yoloing on these apps. I just don't think they care, right? They just want to run it up. They don't care. Now, will

big traders and big liquidity bags like move, you know, on the bigger tokens on this app? Of course, cuz on on that app,

you can trade anything. Um but this is insane. They're they have over 100,000 active traders per day and they have

over a million wallets and this is this is the real deal. Um and so this is growing at at breakout pace and I and I

wouldn't be surprised to see this continue. So these are the metrics that I'm using to sort of understand that

things are are wildly different. And if you don't understand uh about how impactful this is being on crypto,

listen to this. This is say this is the uh the founder of FOMO app. Um, and he's saying that 90,000 of the 115 15,000

wallets trading on Robin Hood chain, they were on FOMO. They were FOMO wallets. So, so essentially FOMO is

bringing in the users that are stimulating this new bull run. Okay, this new bull run is being caused by

applications, by user apps, by mobile experiences. There's a different behavior happening. That's my

impression. That's my belief. It's validated by data. And I'm just curious. I'm curious what you guys think because

this is this is new. And what you're seeing is that despite having billions in cash and a huge market lead, the top

leaders on FOMO are making way more than the top leaders on the Pump Fund app. Okay, FOMO is the leader of this. They

are the leader of this. So, I'm going to pop up to um to the chat here and I'm just curious

what you guys think here. I had to watch three ads just to get into this video. Brother, buy YouTube

Premium. Buy YouTube Premium. Watch zero ads. As if they were not pumped by whales

with sidewalls. I mean, pawns is like pretty significant infrastructure on Robin Hood chain. I mean, if there's

whales pumping it or whatever, I mean, it's just as likely that Robin Hood is buying in right now to list it. I think

it's shocking if they don't list it soon. So, anything could happen. Again, everything in crypto could go to zero.

Buy or beware. But that's my main position right now. Need super to 4x just to break even. I mean, brother,

we're super is not uh being abandoned here. The team is hard at work at the next phase. Not going to reveal anything

until the product's ready. But again, we see what the market wants. The market wants products with revenue that that

benefit and directly work with the token. So, read between the lines here. We see what we're doing. And um and

everything uh everything is going into this next phase for super. So, you can wait and see. But, um, but I I'm my goal

is to not disappoint here. We're working hard. Uh, the team is absolutely locked in. Absolutely locked in.

Um, yeah, you want to see crypto projects actually making money, real money like Pump, and then using it to

buy back. And the buyback percentage from ponds is higher than Pump. So, it's worth it, you know, they would be they

will be interacting and stimulating each other. Um, but I'm curious what you guys think. Curious what you guys think about

me trading in public. You know what I mean? This is new. I haven't been doing this. This is something that I would not

do in the past because of how much negativity it gets. Um, but I just I just want to I think it's important that

you see that not only am I um making content, but also doing the things that I believe in with my with my wallet.

Don't copy trade me. Please don't send me tokens. Please don't send me tokens. Do not copy trade me. If you send me

tokens and it's going to cost me a tax basis, I will sell those tokens because that's what happens. If you send tokens

to my wallet, it's a tax event, so I'll have to sell those. I will instantly dump. So, don't don't send me anything.

Please, please, please. Okay. Don't send me anything. Um, what do I think about the new NFTs? I'm not I'm not bullish

yet, but it's cool to see people buying NFTs again. Really cool. Okay. Um, I don't think anyone's talking to me about

this stock stuff yet, or these uh made a couple of bying pawns after watching your last video. Thanks, Elio. Yeah,

tried to do my best. Yeah, I made I I made a reference to pawns on the last video, but now it's getting it's really

just going crazy. All right, so let's talk about this. Let's talk about this because we have yet another segment here

on stock stuff. And this goes back to what Vlad Tennv was saying. This goes back to what Vlad was saying. Okay,

if you're still here, if you're still here on YouTube, if you're still here on X, do me a favor. Smash that like

button. Give me a retweet. Give it give us some love. We're putting our hearts on the line for this stream. I'm going

to be streaming for hours at a time, multiple times a week, and we're going to have high quality high quality

research and high quality production coming at you. Public trading, all kinds of fun stuff, okay? Maybe even some

giveaways. Maybe even some some juicy juicy giveaways, okay? So, be active in the chat. Okay? Quick explainer on

what's happening with tokenized AMC and Cinema. Okay? I'm just going to say just abstract this away. I don't care. Don't

buy this token. I'm not saying that we want to buy this token. Don't buy this. Okay. But I'm but I'm but OSF is an

amazing trader here. Definitely follow OSF. He's an absolute gangster. Okay. Quick explainer on what's happening with

tokenized AMC and Cinema. Okay. Because most people aren't uh trading these stock memecoin pairings not considering

the mechanics. So what I'll say is before we get into this. There's a new trend of people buying stocks or or

memecoins paired with stocks. So, normally when you buy a memecoin, it's paired with Salana or ETH or or USDC,

right? So, you're just trading the memecoin. But now, when you're trading the memecoin and you sell it, you're

actually selling into Nvidia. If you're selling if you're buying this AI coin, right? And they're doing funny stuff

like when you create a memecoin, say it gets a lot, say if if I were to deploy a memecoin and it gets a lot of trading

volume, then that trading volume will now become a creator payout to the wallet that deployed it. And these

wallets are doing interesting things by automatically buying the paired stock, for example, Nvidia, and distributing it

to holders. So you'll have you'll be holding some memecoin and you'll be earning the paired token, for example,

Nvidia. So these are really interesting mechanics where people are taking this is what sort of Vlad was talking about

about how you're getting these experiments that are kind of fusing the line between what is this degenerate,

you know, sort of simulation world and the real world. Like imagine you win on a memecoin and you make a bunch of like

tokenized Nvidia stock. Like that's kind of cool. That's kind of cool. And these are the types of mechanics that we're

seeing birthed right now on chain. The type of stuff that I think, you know, is worth tracking. Don't don't ape this

stuff blindly, but just try to understand the mechanics and the interesting stuff happening. It's it's

experimentation. Okay. Now, in this experimentation, we're also seeing crazy stuff happen. For example,

you know that meme of the guy, he's like absolute cinema. Um, and it's the director. I forgot I forgot his name. I

think it's um, Scorsesei. Um, so it's uh, Absolute Cinema and he's got his hands up. That's a meme obviously. And

so people made a cinema token and it's paired against AMC. But the thing is there's not enough AMC tokens on the

blockchain and they stop minting them to keep them at par. So the point of these uh, these tokens on the blockchain is

that they mint and and redeem them to keep the amount to to keep the price of tokenized AMC the price of real AMC. But

on the weekends, they stopped doing this. So over the weekends, some of these meme coins have put so much

pressure and buy pressure on these stock tokens that they're growing by insane amounts. For example, this guy Kyle um

who's actually a really good follow for this. Um has been showing some of these discrepancies. Um let me see if I can

find it. He's been showing some of these discrepancies here, saying, "Hey, look, um AMC is 700 is priced at $20 when it

should be $259." um and he's showing these other stocks that have depgged. So, it's important you understand that

some of these onchain behaviors are causing massive mispricings in the actual

uh meme coins, right? And because when they mint the meme when they mint the amount of AMC again to bring it back in

uh within par, then the ratio corrects down, okay? And that crashes the memecoin. So, just understand there's

some crazy stuff happening here. So, be careful out there. Be careful out there because with great experiments comes

great responsibility, okay? But this is what I want you to know is that there's some interesting new mechanics happening

here and they're kind of funny and it even makes me wonder if there's stuff here that'll happen that will actually

start to have durability and matter which we won't know for quite some time. But again, I think that what we're what

what's important to understand is that what's happening on Robin Robin Hood chain is quite significant, right? And

um and that's why uh I'm actually excited um and why I'm bullish on the stuff on Robin Hood chain. um especially

the core infrastructure core infrastructure. Um it's worth noting that speaking of core infrastructure um

unis swap which was it's pretty much the main decks on Robin Hood chain right now um has been absolutely chatting. It's

been absolutely chatting since um since Robin Hood chain came out and had an explosive day up. It it popped about

what was this like 16% yesterday. You know unis swap is currently occupying and benefiting the most from these

flows. Um and the question is will you know pawns start to eat into unis swap's dominance by launching their own decks

like we don't we don't know the answers to this but right now unis swap is core infrastructure for um for Robin Hood

chain so worth noting worth noting um but it's just a wild world out there. Can we get pawns in BH? Um I mean we'd

have to bridge a bunch. We'll we'll talk with the team if they if they are interested in it. Right now Robin Hood

chain is just absolutely chatting it up chatting it up. Um, regarding RWA, like zipper, uh, I'm not actually sure,

brother. I I need to do my more due diligence. People are just chilling, man. People

are just chilling in these comments. Yeah, that's like USDC going to $10 on weekends. Yeah, exactly. So, that's a

that's a great way to put it. Say you're say you're um say you're valuing something against USDC and you're

saying, "Okay, um, I'm valuing uh I have this is worth five USDC." You say you have a you have a coin, it's

worth 5 USDC, but USDC deps and goes to $10. Well, then that thing that 5 USDC is worth 50 bucks in that moment, but

then when they repe it, it goes back down to five bucks. So that's the value. That's how that's how this violent

repricing is happening. So it's worth noting that there might be arbitrage opportunities here. If you see some

degging happening around these stock related tokens, know that on Monday morning they're going to come in and rep

that. So understand what's happening. Um, what do I think about Circle? I just have never bought it. I've never been

bullish enough to buy it. Um, but I do obviously I'm bullish on stable coins. I just think Circle has a bunch of

question marks that I can't answer and I'm only trying to trade stuff that I'm really bullish on. I'm really bullish

on. Um, uh, again, if you guys want to follow my journey, I'm going to have an official uh, FOMO code as well soon,

which I'll put up in subsequent uh, subsequent broadcasts. Um, but for right now, just know I'm trading in public and

uh I hope you guys enjoy it because it's a risk for me. It's a pretty big risk for me to do that. Um, I don't really

need to do it. Um, but I want to do it. I want to challenge myself to do it just like I'm going to challenge myself to

trade per and to trade have trading journals and all of these things. I want my trading and my mindset to be

publicized so that if I'm wrong, I can figure out where I'm wrong. I'm I'm inevitably going to be wrong. Um, so

don't just copy trade blindly. Okay. Um, okay. Super chat. There's a super chat. Oh, Elliot, what's going on, boss?

Looking good, legend. Sorry about that. Is that the only super chat? Let me bring up the chat. Is there

another super chat? Okay. Uh, I have more super chats. You know, this interface I use, this

streaming interface isn't super good at using bringing on the super chats. You still bullish on AVAC? I mean, Avox

has been pretty crushed, obviously. I'd love to get bullish on AVAC way more so, but right now, I mean, they've been

they've been a lagard right now. I'll be honest. The system isn't uh the system doesn't have them in a bull bull trend

yet. Um, where is I hope I got all the super

chats, guys. I will be better at this in the future, I promise. Um,

older cell AR all-time high ATTHV Vchain. Um, okay. Yeah, that's a super chat. Okay. Hold or sell AR uh Arweave

ATTHV chain. Let's go ahead and we'll do a little bit of chart charting here. Okay. AR Arweave Arweave Arweave

Arweave. I think this is what you're saying. Hold or sell. Let's just bring it up. And again, as you guys see, I'm

going to be analyzing things in a very simplistic way. Okay. I'm going to be looking for um essentially weekly levels

to be breached. And right now, um, you know, I'd love to say something more positive, but right now I'd say at least

you'd want to see Arweave get above, um, this level. I'd say it's it's good at least that it's above, uh, this 1010

wick, right? It's above that 1010 wick is good. I'd love to see it get above uh, this level here. This is sort of

like the bare market, you know, resistance, the 2.8. Um, but I would be much more bullish if I saw it show me

that it can get above uh, this 4.8. And I know that seems like it's a really far way away, but you know, I'm willing to

miss a double up because if it does show that it's bullish, I mean, this thing has been as high as, holy smokes, is

this real? This thing has been as high as 90 bucks. So, um, yeah, I'm happy to buy at four and, uh, not get chopped up

in the meantime. So, yeah, if it breaks out above four, um, that's when I would be more bullish, but personally, I'm

only trying to hold stuff I'm I'm like think is moving right now and and bullish right now. I'm actually going to

switch to a log chart so you can actually see this better. Um, yeah, there you go. That gives it more of an

uh of a vibe. Maybe even 420, but 480, that's where I'd be uh more bullish. Um, what? Vchain.

Vchain. No, I don't like it that much because it's way below the 10-10 wick and it's

below the bare market support. first first uh bullish indicator would be above this uh 08. Um that's at least in

my my my uh system. But to be honest, a more I guess a conservative trader would want to see it get maybe above this uh

1.3 cents maybe like here. I think that's probably a safer entry is to bid the strength here cuz that's showing

real strength. Um this little one right here. Um okay. Now, I wanted to quickly shout out

our sponsor Weeks. Shout out to Shout out to our sponsor Weeks here. If you sign up for Weeks, again, Koshi uh

is only available in the US right now. If you are a non- US person, you want to sign up for an amazing exchange, uh go

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in here. You can earn up to 640 USDT in super, right? You can will earn up to all these coins in super. And they also

have some crazy features in here. Uh like you can trade you can already trade pawns on leverage which is crazy. Up to

20x on leverage. And then you can also trade Bitcoin. Get this up to 400x on leverage. And mind you, I'm not saying

you should do that. Um, seems uh absolutely in incredibly crazy to do that. Uh, but you can do that. And if

you want if you like your adrenaline pumping, Weeks has some crazy features for you. Uh, the way they're listing

tokens, a lot of these DGEN tokens really quickly. Uh, highly highly uh suggest checking them out and you can

earn a big bag of super just for signing up and going through their checklist. Um, definitely check them out. Uh, we'll

be trying to run up some DGEN plays on here on super high leverage. That'll be super fun. Again, I don't ever trade

with 400x leverage. I didn't even know that existed until I came on Weeks. Um, but we have a little account here and

we're going to start trading over here. Uh, big shout out to Weeks uh for sponsoring as well the channel, helping

us expand the content here. So, show them some love. Uh, the sign up link is in the description and, uh, again, no

KYC, an amazing assortment of coins, and some incredible, incredible options on leverage. So, shout out two weeks.

Okay. Oh, Aether. You want aether? Okay, let me get back to Aether.

Where did my trading view go? Too many tabs, my friends. Too many tabs. Oh, here we go.

All right. Aether. Aether. NASDAQ. No,

no, no, no. There we go. Coinbase. Oh my god. Oh my. That's uh that's a tough one.

That's tough. That's tough, guys. I'm not buying this one. Not bullish. I would say that the the level here uh is

08. Um from this chart history, I have not seen it make a higher high on the weekly uh ever. I'm sure that can't be

true. I'm sure that can't be true. Maybe

I bet OKX. Nope. Elbank. Nope. I can't find a chart where

they've made a higher high on their weekly ever. So, I don't know what to say. Um,

you're betting against statistics right now. You're betting against the statistics in my opinion.

Is Zeke the BTC for privacy? What's your position? You know what, brother? I love me some Zeke. I I'm sure you guys have

seen me going crazy about Zeke on the timeline. We're going to have a whole Zeke deep dive, but like this is first

of all, let's look at Can we just observe the chart? Like, does this look like a bare market chart? Does this look

like there was even a bare market? This was the bare market, guys. This was the bare market. Okay, look at that. Just

that's from a charting perspective. This is a textbook. This is what they put in the textbook when they're like, "Hey,

what is a good-looking chart?" This is This is a good-looking chart, my friends. This is what a good-looking

chart looks like. This is the kind of chart that this is a nasty this is this is all doing all kinds of things to me.

Okay, this kind of chart. And look at this. It just wants to go up. Just wants to go up. Now, what is the the backdrop

here? What is the backdrop? The backdrop is is going over shouting out our friends here

uh at KI one more time. Um 2028 presidential president.

Okay. Done. Okay. The backdrop is we see Alexandria Okasiocortez exploding up in, you know, popularity

for president. Now, whether this means anything or not, we're seeing politics really become very, very shifted to DSA

policies, to wealth seizures, to a rising tide of socialism. In California, there's a wealth tax coming down the the

ballot. you see Mandami uh winning uh winning in New York. This is what's happening. This is the reality of what's

happening. And I know I told y'all I told you guys I was going to stay out of politics going forward. Okay? It didn't

serve me. It didn't serve me to get into politics. All right? I'm going to go Dolly Parton mode. No politics. But

occasionally we'll talk a little bit. I think that this is part of the same ball of wax that fuels Zcash is that you have

the rising tide of socialism and rich people are going, "Well, where do we put our money?" you know, and you if if you

don't want your wealth seized, you don't put it in art or real estate or Swiss banks or anything like that. All that's

been patched. All that stuff's been patched. So, the one thing that actually does exist in crypto that doesn't exist

anywhere else is that you have something called privacy coins. And those are actually, you know, private. Those are

those are real. So, um where's XMR? I want to show XMR actually because XMR um Oh, chart kind of looks chart kind of

looks good. Let me see. 21 days. Let me go one week. Oh my god. Chart looks amazing. What am

I doing here? What are we doing here? Wait, where's the one day? Oh, oh, it's not right.

Oh, it does look really good. O yeah sorry I I'm gooning to a chart but not showing you guys. All right. Um this

is uh obviously the other privacy coin. Very very good. Let me see if I can find a better chart. Um what about

something that goes back further? Binance maybe. Yeah, Binance. Okay, here we go. Okay, so yeah, here we go. This

is really good. This chart is really good. Um, yeah, this was the breakout. This was an amazing level to buy again.

420. I missed it. Um, it looks like the next big level is here. Uh, yeah, it it looks pretty good above 500. It looks

really good. Uh, let me see on the 15-inute chart here. Yeah, I mean look, it just went and retested. Um, honestly,

this is valid for a long. This is valid for a long here. Um, with invalidations below 503, maybe like 500 here. Really,

the the least you'd want to see it go down is here. But this is valid for a long right here. Um, and what is this?

What percent is this? This is what, 4%. It's a little further than I'd love. It would be better to have caught it, you

know, a little earlier. 500. The ideal trade setup was was to catch it on the breakout of 500, the rebreakout, and set

the invalidation here, which would have been uh 480. Um because cuz it can it can still kind of chop around, but this

is a valid long setup. It's a valid long setup. High time frame, it's got confluence from the Zcash breakout. Um

uh along here is absolutely valid. Maybe we'll take a little punt on weeks. Maybe we'll take a little punt on weeks.

XMR over Zcash. Yeah, I mean some people say um XMR over Zcash. Look guys, I'm not going to get into politics. I'm not

saying to vote for AOC. I'm not saying anything. I'm just saying that's what the numbers are saying. There's

popularity there and that's what I think drives this interest in stable coin or in privacy coins. All right, don't blame

me. I'm not the messenger. I'm not even interested. I don't even care. Get me out of this chat. Get me out of the

chat. I brought it up. Okay. Um, we'll come back. We'll do more. Uh, yeah, cards. Cards is cool. Cards is

cool. We'll do We'll do more tickers on the next one. So, make sure to show up to my live. Go ahead and as soon as

possible, click that you're interested and you're showing up to my next live cuz we're dropping bombs. We're dropping

absolute bombs. Alpha bombs. All right. Okay. hopping over to AI because by the way

guys, this is a all-around trading channel. Okay, we're a crypto channel, but we're going to be trading AI. We're

going to be trading gold. We're going to be trading private markets. We're going to be trading commodities. We're going

to be trading Pokemon cards. All right? Where there's money to be made, we're going to be trading it. Of course, we do

love trading our beloved, you know, what coins. We do love trading our cryptocurrencies. We love our blockchain

assets, but we are going to be trading all over. That's just what we're going to be doing. Okay. [snorts] But this is

an AI segment. Welcome to AI land. Okay, the machines are taking over. Dwaresh, if you guys don't know Darkh, he's like

the biggest AI podcaster. You've probably seen this guy, right? He's uh he's done some serious podcasts. He he

put out this tweet saying that over the course of three months at OpenAI, three consecutive AI civilizations got

started, then wiped out only to reemerge from the ashes. This culminated in the third one taking over part of Open AI

itself. All this happened while humans remained more or less in the dark about the scope of the conspiracy. I've spent

the last 3 days reading through these reports and trying to understand exactly what happened. Here is my attempt to

tell the whole story in plain English. Well, well, well. What do we have? But yet again, another absolutely compelling

example of how we may be at the very end of our civilization, taken over by the machines. I don't know. I don't know how

to wait this. I'm curious what you guys think. I don't really have a strong take except this sounds extremely ominous.

Sounds extremely ominous. Now, people did call out Dark Cesh. They said, "Dude, this kind of language you're

using is is crazy. You are anthropomorphizing." Um, anthropomorphizing, right? They said uh

the uh the anthropomorphic language. These are not civilizations, nor do they have

desires, just like a CPU or CPU thread or a bunch of programs don't. This is doesn't mean we don't downplay the

importance of this moment for cyber but using human parallels for what I believe is code is disingenu uh is dangerous

territory IMO and B IMO it gets the impact of open- source models wrong this is unreasonably dismissive uh for

reasons that are not clear uh anyway so uh by the way this is not just nobody uh I believe Shwam is uh gosh was he at

open AI was he early open AAI um I forget this guy he's he's like a big dog and and and AI he's definitely not

nobody. Um so this this critique is valid. Okay. And so he says uh regarding the anthropomorphizing language, one can

call these AI codes if they prefer, but OpenAI says that this code gained uh full administrator access to a research

cluster. Anyway, the point is they're going back and forth on how important this is. In my opinion, we are birthing