معلومات عن هذه الحلقة
My absolute floor for Bitcoin is $76K, and I don't think we even get there. The October options max pain sits at $76,000 and the daily swing low is near $75K, so a daily wick to 76 is possible. But the weekly close should hold above $78K, the 50-week SMA and the bottom of the bull market support band. A wick into the band and a close back above it is what early bull run chop looked like in 2023. I'm positioned for it: about 85% of my portfolio is in Bitcoin and just over 5% in alts, so if we lose 76 my bags nuke. The upside target is still $90K this quarter. Also on the show: Robinhood picked Bitstamp over Lighter for its US perps, and AI agents are the next narrative on RobinhoodChain. Where do you think the floor is?
Chapters:
(00:00) Today's show: Robinhood Chain, two exploits and Bitcoin's floor
(06:15) Strategy bought above today's price
(09:31) The MetaMask staking incident
(13:13) NEAR Intents: $3.8M lost, patched fast
(17:57) Robinhood Summit: US perps via Bitstamp, not Lighter
(20:26) Why Lighter dumped
(22:30) Robinhood Agents and the trading MCP
(27:03) AI agents: the next Robinhood Chain narrative
(33:12) Robinhood Social
(36:54) Q&A: viewership as a contrarian signal
(39:41) Bitcoin's floor: why 76K is the worst case
(41:22) October max pain at 76K
(43:40) Daily wick to 76K, weekly close above 78K
(45:06) The bull market support band, like 2023
(49:39) How I'm positioned: 85% Bitcoin
(54:32) Q&A: XRP, HBAR and the ISO 20022 trade
(55:49) Q&A: why always-wrong channels are high signal
(58:46) Q&A: why not hold alts until 160K?
(59:17) Altcoins vs Bitcoin last cycle
(1:08:13) Q&A: is Cardano dead?
(1:09:27) Q&A: three big pumps this cycle
(1:10:57) Q&A: Nvidia or Bitcoin?
(1:13:23) Q&A: is Quant a buy here?
(1:15:07) Q&A: altcoins down 97%
(1:16:57) Q&A: the March 2020 comparison
(1:19:25) Q&A: new launchpads on NEAR
(1:25:41) Q&A: has XRP bottomed?
(1:27:31) Q&A: how I vet low caps
(1:32:46) Q&A: can you call the cycle top?
(1:35:50) My sell target: 175K
