معلومات عن هذه الحلقة
Bitcoin is sitting around $84K and I think this dip is a gift, not a warning. We're three weeks into a confirmed bull run, and the bull market support band, the 50-week moving averages, sits at $78K, only about 7% below. That's the lowest the support band should be for the rest of this run, so I treat anything between $84K and $78K as a buying range, and a weekly close below $78K is the level that would change my mind. Also on the show: the SEC saying token buybacks on decentralized protocols don't make a coin a security, 17 banks connecting to Swift's ledger through Chainlink, and the new altcoin launches and mining plays I'm getting into. Are you buying this dip or waiting for lower?
Chapters:
(00:00) Why this dip is a buying opportunity
(03:49) Q&A: where is the dip?
(05:50) The Bitcoin dip zones
(10:31) The 50-week bull market support band at 78K
(14:23) Only 7% above the cheapest price of this bull run
(18:27) Q&A: bull traps, 25x longs and 40K calls
(22:31) Q&A: altcoins or Bitcoin on this dip
(23:21) Bitget outflows and NEAR Intents blocking hacker funds
(25:13) The SEC's crypto FAQ: buybacks, burns and liquid staking
(35:57) AI: an unreleased OpenAI model and Anthropic's IPO filing
(40:25) Coinbase gets a CFTC clearinghouse
(41:52) Chainlink CCIP 2.0
(44:42) 17 banks connect to Swift's ledger through Chainlink
(48:03) Q&A: which banks, and which altcoins earn revenue
(51:50) Q&A: how much Bitcoin before altcoins
(53:29) New launches: Ducat, 0G's Infinite AI and the Jumper sale
(1:00:07) Q&A: AI and DePIN narratives, and 100x coins
(1:04:14) What makes an altcoin legit
(1:06:57) My holdings: the ISO 20022 basket, Robinhood memes, NEAR and Zcash
(1:09:12) Mining alpha: a new proof-of-work chain
(1:18:59) Q&A: black swans and the 10-year yield
(1:22:37) Q&A: finding a proper coin, 0G vs Venice
(1:25:49) Q&A: the level that would change my mind
(1:27:02) Q&A: new NEAR launchpads
(1:28:52) Q&A: how I research coins
(1:31:12) Wrap-up
