The Wolf Of All Streets

“Mike calls $BTC a poor investment, saying it hasn't beaten the Nasdaq since 2017 despite 3x the volatility "I do enjoy when Dave calls smart money people invest in Bitcoin. If they're smart, they're poorly invested. They're making poor performance, poor relative performance." "Because you just look, Bitcoin versus the Nasdaq. It's the same level as first touch in 2017. It's the same level as the 2021. And over that time it's traded 3 times the volatility. Now that's just a fact." "But I've heard that from prominent money managers at economic club events in Miami. They look over at Bitcoin and say, yeah, great. I do much better risk adjusted than Nasdaq. Why would I touch this highly speculative digital asset that has, in a space, within a space of unlimited supply?" "And I like to bring that out because I started calling Bitcoin amongst a bunch of pigeons last year. At least precious metals are a bunch of doves. There's only 4 of them: gold, silver, platinum, palladium, and they've reached 2 highs." "So I'm glad you mentioned platinum, Dave. The high in platinum was in 2008, basically $2,200 an ounce. And right now we're $1,700 an ounce. That's a horrible investment. And I was part of it for a long time. It just, some of us got lucky to sell in Q1, stuff we held for decades."”

“The bond market isn't buying one good inflation report over fiscal risk, and $BTC is the beneficiary "The bond market is an absolute mess right now. So it's not necessarily, I would say, rejecting the inflation report because that's just one PCE report." "But what it is saying is that one good inflation report cannot offset expensive oil, strong growth, government borrowing, and long-term fiscal risk." "So you would think, once again, that in a world where bonds are dumping and interest rates are flying, Bitcoin would be under pressure because it's supposed to be a risk asset. There's less liquidity, situation is tightening, all those things." "But if interest rates are rising and bonds are dumping because people no longer believe in the system and are afraid of fiscal dominance and irresponsibility and monetary irresponsibility, that's actually what Bitcoin is built for." "And in my mind, that's why Bitcoin is doing so well. And it's, of course, doing it so well right on time for the train to leave the station for the next bull market, if you do believe in the cycles. What a time to be alive, right?"”

“Bitcoin is on track for its strongest quarter since late 2024, despite rates above 5% and high inflation "Bitcoin is about to close its strongest quarter since late 2024, its first green quarter in quite a long time. And that was while interest rates were soaring and have largely been above 5%. So Bitcoin didn't care about the high inflation numbers, and I don't expect it to pump because of fake low inflation numbers." "As much as I hate to say it, because I was one of those guys who said the cycle is not going to be a thing, that it doesn't matter anymore, it coincidentally topped on the exact day it was supposed to, and it has been in a bear market ever since. Maybe Bitcoin remains a beautifully uncorrelated, idiosyncratic asset that you want in your portfolio precisely because it's not correlated to anything else." "Some days it is correlated, because some days all assets are correlated when they coincidentally move in the same direction, or there's a piece of news that moves them temporarily. But if you zoom out and don't pay attention to the daily moves, Bitcoin is not correlated, and is probably entering its own cycle." "Bitcoin has made a new higher high, is above all meaningful moving averages, and is likely entering a new cycle regardless of what happens in the rest of the economy."”

“The Bitcoin bear market is officially over. Today's newsletter: https://t.co/rivl0NHLZL”

“🚨 $1.09 billion in leveraged crypto positions were liquidated in the past 24 hours as Bitcoin surged above $87,000. Of that total, $919.48 million came from shorts, including $557.64 million in Bitcoin shorts alone. At the same time, $160 billion was added to total crypto market cap in the past 24 hours. Bitcoin is up around +7.3% over the past 24 hours and +10% over the past 7 days. This officially puts Bitcoin up +50% since its low seen just 2 months ago, and +17.5% this month, even after the Senate failed to pass the Clarity Act. Respectfully, I would not wait for lower $BTC prices.”

“NO MORE BEAR CASE FOR bitcoin:native "Now we have the confirmation that we need that the BTC bear market is over." "I took a screenshot for you guys earlier, not even of the current price because it doesn't matter at the moment." "On that weekly BTC chart, that blue line is the 50 MA on the weekly. We are now above it. We had a weekly close above it yesterday on Sunday. That has been the confirmation of every bear market to bull market transition in the past for BTC." "More importantly, that black line at $82,814, which is an oddly specific amount, shows BTC breaking out for a higher high." "For technical analysts who look at charts and believe in them, there is no more bear case for BTC."”

“Respectfully, I would not wait for lower $BTC prices. If you were waiting for 40k at 60k, all of the data should force you to reconsider.”

“Bitcoin BREAKS $85K As The Bear Market Case COLLAPSES Discussing Live @ 9 AM EST https://t.co/uvH3rw1UO0 https://t.co/M0G0KWjaMM”

“Bitcoin Is Winning As Treasury Takes Power From The Fed | @CaitlinLong_ 00:00 Tokenized Deposits Are Finally Taking Off 02:12 Why Tokenization Is Suddenly Moving So Fast 03:24 Tokenized Deposits Could Replace Stablecoins 07:24 Genius Act vs. Clarity Act 09:20 What Crypto Was Actually Built For 11:02 Bridging Traditional Finance and Crypto 15:04 Is Operation Chokepoint 2.0 Still Alive? 18:09 What Really Happened to Silvergate? 26:44 How the Midterms Change Crypto Regulation 34:52 The Bond Market Vigilantes Are Back 36:29 Is Another Bond Market Crisis Coming? 38:29 Treasury Is Taking Power From the Fed 39:40 Why All of This Is Bullish for Bitcoin 40:19 Can the Fiat System Keep Surviving? 42:23 Why Bitcoin Is Going Much Higher 42:43 Don’t Give Up on Self-Custody 44:07 Final Thoughts”

“Bitcoin Has Already Bottomed - And Almost Nobody Sees It | @DTAPCAP Discussing Live @ 9 AM EST https://t.co/9R53G1fgau https://t.co/RLfFhX227p”

“Going to put my full $5000 election check from Trump into $LAPTOP and retire.”

“$LAPTOP rips past solana:6p6xgHyF7AeE6TZkSmFsko444wqoP15icUSqi2jfGiPN at $110B, before crashing to $400M "I'm not even gonna take a look at the chart right now because I looked 90 minutes ago and I spontaneously vomited on the desk and I decided that I didn't want to spontaneously vomit once again live." "I told you yesterday that $LAPTOP from Hunter Biden was launching. We have yet another political grift in the meme coin space, promising amazing utility if you buy their token because it'll support the Democratic Party and the Bidens and Bitcoin price going up. "It went from zero to a 110 billion dollar in about five minutes. Trump token made it to about 75 billion for reference, but it went straight up and then had slowly just, just continued all the way down to last time I checked, it was about $400 million." "If the token was up at, let's call it what, $400? You're the top, you know, now trading under a buck." "This is entirely avoidable. This is entirely criminal. This is entirely stupid and if you're still participating in these, you probably unfortunately deserve exactly what you're getting."”

“Bitcoin Started the Move - These Altcoins Could Deliver the REAL Returns | @cryptomanran 00:00 Why This Bitcoin Cycle Could Be Massive 02:08 Did Crypto Boredom Mark the Bottom? 04:47 Why This Looks Like Bitcoin’s 2023 SVB Breakout 07:23 Wall Street Starts Rotating Back Into Bitcoin 14:19 Bessent Goes to War With the Bond Market 18:21 Will the Clarity Act Actually Pass? 20:15 Why This Could Be an Altcoin Cycle 21:35 ETH/BTC Breaks a Nine-Year Downtrend 22:03 AI Agents Could Drive the Onchain Economy 23:49 The Case for an Altcoin Supercycle 25:21 Which Altcoins Actually Have Upside? 26:18 Have Solana and Ethereum Won the L1 War? 27:35 The Next Crypto Winners Will Be Applications 33:18 The Biggest Lesson From Previous Crypto Cycles 35:26 Ran Reveals His Crypto Portfolio 41:00 How to Actually Take Profits This Cycle 41:35 Avoiding Crypto VC Deals 43:09 Why Conviction Beats Getting Early Access 44:27 STRC, Michael Saylor and Strategy’s Next Move 46:39 Final Thoughts”

“This is bullish. Massive sell walls are used to hold price down while someone accumulates.”