معلومات عن هذه الحلقة
Bitcoin is at about 84,000, right in the middle of the 78K to 90K range it's held since breaking above the 50 week SMA. The 10 year yield just cleared 5% to a 19 year high, and that's the real headwind right now: higher yields pull the dollar up, and a stronger dollar is pressure on gold and on Bitcoin both. Most of this stream is altcoins, and I use one framework for all of them, which is how much a coin moves compared to Bitcoin. Take that multiple, apply it to a 78K Bitcoin target, and you have a cheap level for anything on the list. I do it live for Ethereum at 2,400, Solana at 101, XRP at 1.36, BNB at 723, Doge at 8.5 cents, Hyperliquid at 60, Zcash at 1,350 and Near at 3.88. Also in here: the EU's new quantum deadline, the Trump administration weighing a global dollar stablecoin push, and the CFTC's tokenization framework sitting at the White House for review. Everything outside Bitcoin is a trade for me, not a long term hold.
Chapters:
(00:00) Today's plan: the Bitcoin dip and altcoin buy targets
(03:27) Bitcoin: the 78K to 90K range after the 50 week breakout
(05:20) The 10 year yield clears 5% to a 19 year high
(06:30) Gold rejected at the 40 week band
(08:42) The EU puts a deadline on the quantum threat
(11:06) Trump administration weighs a global dollar stablecoin push
(14:26) CFTC chair Michael Selig on tokenization and 24-7 markets
(17:43) Q: does money rotate from crypto into bonds at 5%?
(20:44) Q: what a higher oil price actually does to Bitcoin
(23:22) The altcoin framework: volatility multiple against Bitcoin
(25:37) Ethereum worked through step by step
(33:21) Ethereum buy target: 2,400
(33:29) Solana buy target: 101
(34:23) XRP buy target: 1.36
(35:12) BNB buy target: 723
(36:12) Dogecoin buy target: 8.5 cents
(37:18) Hyperliquid buy target: 60, and why I'm iffy on it
(42:37) Zcash buy target: 1,350
(44:29) Near buy target: 3.88, and why I hold the ecosystem coins instead
(47:31) The full sheet: 69 of the top 100 coins ranked by downside capture
(50:36) Folding dip targets into the Coiners dashboard
(51:32) Q&A starts
(54:03) Does a Forbes article make a coin legit?
(57:23) Why I can't answer a blanket thoughts-on-this-coin question
(59:32) Why I don't give long term price targets, and what I actually hold
(1:01:44) Why the 78K target moves up every week you wait
(1:04:41) Decentralized GPU is last cycle, decentralized inference is next
(1:10:41) The fear and greed index measures activity, not price
(1:15:29) Privacy coins, and what makes Zcash different
(1:18:00) Dash, Monero and Algorand against Zcash
(1:20:37) Where my ZEC actually sits after the account issue
(1:26:19) Wrap
