ÜBER DIESE EPISODE
Bitcoin is at 83,500 after printing 86,500 yesterday, and half the chat had already moved on to calling for 60K. There is no headline behind a 2% day. The two levels that matter are 90K on the upside and 78K on the downside, where the 50 week SMA and EMA sit together as the bull market support band, and I put it around 85% that we hold above 78K from here. The rest of the stream is the the Robinhood chain. The Robinhood Summit is in seven days and it is invite only, so I had my AI go through all 1,100 or so listed Robinhood ecosystem coins looking for founders who have publicly confirmed they will be in the room. Two came back. I also went through why Aurora and Rhea Finance are still my NEAR and Zcash exposure, and why Render and Fetch.ai still look S-tier to me while NEAR has already done most of its move. Everything outside Bitcoin is a trade for me, not a spot bag.
Chapters:
(00:00) Welcome and today's agenda
(00:20) Bitcoin at 83,500 and why a 2% day needs no reason
(03:52) My X account is back under my control
(05:13) The two Bitcoin levels that matter: 90K and 78K
(07:55) The 50 week band, and 85% odds we hold 78K
(10:50) Q&A: bouncing early, cycle highs, laddering in
(15:13) NEAR Protocol and Zcash, the narrative I am already in
(16:52) Aurora and Rhea Finance, my two ecosystem holdings
(17:39) Why the Robinhood chain is next
(18:23) Robinhood Summit, seven days out and invite only
(19:20) Lighter and Uniswap, the proven Robinhood partners
(20:22) Launchpads and the AI coins on the chain
(23:05) Standard, the conservative Olympus style fork
(27:01) Ducat, and how these treasury forks actually work
(28:47) Searching 1,100 coins for confirmed Summit attendees
(29:59) Bucket Shop, the low cap with a confirmed founder
(33:39) Nathan Benes, Long.xyz and Artificial Inu
(38:09) One Lambo and the OG behind the meme
(41:35) What I actually bought today
(42:02) Eric Conner and the Longbow coin
(46:14) Site Hood, a prediction market with no token
(46:39) Q&A: are these shitcoins, and the three conditions I use
(49:05) Why BitTensor is the next area I am watching
(51:19) Aurora, DCA, and why everything is a trade
(57:35) Moving my coins off FOMO to a cold wallet
(59:41) Is a 1,000x still possible, and what is realistic
(1:03:55) Sui, Virtual and the coins that just follow Bitcoin
(1:06:45) Why Render and Fetch.ai are still S-tier
(1:11:18) NEAR versus Render on upside to the last cycle high
(1:14:42) My actual BitTensor targets
(1:18:18) The support band is a level, not a target
(1:19:36) Wrap up
