درباره این اپیزود
This week, with Bitcoin ripping 25% off the lows and NVIDIA earnings on deck, we break down why the market has flipped from fundamentals back to macro. We discuss the lockout rally and the two conditions that turned Avi bullish on Bitcoin and gold, why all roads lead to debasement, whether the Druckenmiller op-ed against Scott Bessent was actually an op, the history of the Bank of England trade and why intervention almost never works, the Zcash ETF launch and why the chart is setting up, why you should never take advice from someone who's never traded, how to pick a megatrend and ride it without getting shaken out, the Costanza rule for taking the other side of panic, the best list of trading rules Jonah has ever received, and why NVIDIA might finally rip on earnings this time. Enjoy!
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Timestamps:
(00:00) Coming Up on 1000x...
(00:59) Bitcoin's Lockout Rally & The Return Of Debasement
(11:03) Was The Druckenmiller Op-Ed An Op?
(14:59) Why Bessent's Intervention Might Actually Work
(25:58) Zcash's ETF & Why The Chart Looks Strong
(31:27) Pick Your Megatrend And Ride It
(37:02) Take The Other Side Of Panic
(45:24) Mind Like Water: The Best Trading Rules Ever Written
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
