DCA Live: PUMP! But Mt Gox?

"I do believe no more than 46% will be sold max, worst case scenario, and I think it'll be staggered over time."

"I'd be very very unsurprised if they also moved into to owning Bitcoin. um as a form of investment. Why not? So, I I would definitely expect to see uh lots of filings around this in Q3 and Q4 earnings."

"It might be a slower move to the to an ultimate Bitcoin, you know, 128,000..."

"We know, we know it's probably going to be a big dunk after it launches this week."

"the ETF trade for Salana, I don't think is a two-year trade anymore. I think it could happen pretty soon after Trump comes into power."

"But there will be genuinely useful humanoid robots in low production in Tesla working in factories... there's going to be up to a thousand or 2,000 of them next year working in Tesla factories. And then high production for other companies will be sold in 2026."

"I call it um leading up to the election until the first 100 days of the new president within there I think. So"

"We're just about to go through from 2024 to 2026 through a massive liquidity pump globally and that's when we're going to pump. So I think we'll see the 128 at the top of that or more and then we'll come back down."

"liquidity providing is the future of banking."

"I think alcoin season continues to happen. you continue to see things hit a billion dollars, but you they're they're not often happening in sectors outside of memes or um you know, odd things in deep in potentially and and AI is kind of run its course already this it felt like this cycle."

"if there is an opportunity in shortterm term trading that is easy that you know you you paste the chart in chat GPT and it tells you what to do then that's going to that opportunity is is quickly going to get filled. I don't think it's a I don't know if it is it's fantastic if it works now, but I don't think it's going to work for long if it does."

"the most important thing in that world then will be unique data sets in my opinion so if your if your your model is based on public information and public information alone I think you're going to have difficulty if you're if you are sitting there and you have your own private data set whatever that is I mean who knows but like something that could affect markets and then you feed it into the model I think that's going to be important so what I could see here I'm just thinking about as I'm talking is is the emergence of a valuable private data sets which either get sold for a premium or you have to create yourself so I can see that's that becomes the world if if public data particularly uh the stuff that gets fed into all these, you know, public LLMs is available for everyone to use and can be distilled as if you were, you know, a cutting edge Wall Street trading firm. I think we're all going to be looking for private data sets which give you that edge."

"I think he's going to pop in at the Bitcoin conference and make a big announcement."

"And that's UBI is coming."

"Senator um Lumis who has the Lumis Gilchrist stable coin act in Senate for vote just tweeted there expect some big news this week. I think the US is going to vote on stable coin regulation."

"A lot of high paid jobs today are going to get replaced by uh AI that cost nothing. And um probably differences will increase in the world."

"I don't even agree. I think the bricks will agree on a common common currency here... I think it's difficult to imagine the bricks agreeing on a common currency. I I do think that you will see um blockchain blockchain based payments coming in."

"I think the crypto rail will be the beneficiary of all of this. Um there'll be assets, there'll be bitcoinbacked stable coins, there'll be bitcoin, there'll be uh you know local fiatbacked stable coins and everyone will come will use it to to settle and trade across border to circumvent swift."

"I think these cycles will continue with deep parabulas and then big correction and then another parabola starts again. I think the speculative nature of these digital assets will remain like this."

"there'll be a bare market till 2032, buy 2032, sell 2035."

"I'm a believer that with all the trap money coming in that we we see shallower cycles. We still have cycles, but I think the trough of the next cycle is probably much higher than the peak of this cycle. Let's put it that way. Like I think 69K probably becomes the trough of the next cycle."

"I estimated a maximum somewhere between 40 and 60% maximum draw down and it would take a nasty bare market to kick that down. But uh the days of 85% draw downs are gone."