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2132: Bitcoin Bull Run Will Not End This Year – Fear Is the Final Shakeout
00:36:02
Bitcoin’s sudden flash crash to $103K sent traders into panic mode, but Arthur Hayes says the fear is only fuel for the next rally. The Bull Run isn’t over – it’s just getting started. This episode breaks down the fear reversal, massive...
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Morning Zoe Got donuts.
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Jeff Bridges why are you still living above our garage?
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Well I dig the mattress and I want to be in a T mobile commercial like you teach me.
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So Dana oh no, I'm not really prepared. I couldn't possibly at T Mobile get the new iPhone 17 Pro on them. It's designed to be the most powerful iPhone yet and has the ultimate pro camera system.
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Wow.
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Impressive. Let me try. T Mobile is the best place to get iPhone 17 Pro because they've got the best network.
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Nice.
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Je free.
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You heard them.
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T Mobile is the best place to.
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Get the new iPhone 17 Pro on us with eligible traded in any condition.
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So what are we having for lunch?
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Dude, my work here is done.
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The 24 month bill credit on experience beyond for well qualified customers plus tax and 35 device connection charge credit send and balance due if you pay off earlier Cancel Finance Agreement. IPhone 17 Pro 256 gigs 1099.99 A new line minimum 100 plus a month plan with auto pay plus taxes and fees required Best mobile network in the US based on analysis by Oklahoma Speed Test Intelligence Data 182025 Visit t mobile.com.
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The US electric grid is approaching a breaking point as demand soars from data centers and home energy use. Our aging infrastructure can't keep up and the Department of Energy warns that without action, blackouts could surge 100 fold by 2030. The good news? One solution is already here. Propane. It's American made, stored on site and always ready, powering homes and businesses with cleaner, reliable energy that doesn't depend on the grid or the weather.
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Learn more@probane.com welcome Bitcoin family to the number one daily Bitcoin pod. Bitcoin at 111. You know every time you see the 11, it's always a fabulous omen. In today's show, we'll be discussing three Bitcoin charts to watch after the Bitcoin price flash crash to103,000 which we witnessed yesterday at around this time on the live stream. We'll also be discussing Bitcoin ETFs maintain October momentum with 2.71 billion in weekly inflows and happy sat stacking Saturday. By the way, a great time to be stacking the bitties. Also, Galaxy Digital raises 460 million to transform Texas Bitcoin mine into an AI data center. We'll also be discussing crypto sentiment flips to fear as Bitcoin plunges after Trump's tariffs. We'll also be discussing Morgan Stanley opens the crypto funds to all the clients. About time. We'll also be discussed on the latest from Arthur ha's blaze, the crypto billionaire himself. He says bitcoin bull run will not end this year. I'll be shar his latest outlook. We'll also be taking a look at the overall crypto market. All this plus so much more in today's show. 420 Bros. So you know exactly what we need to do. If you guys are new to the rumble important smash the likes. Give us a follow. Hit that repost over on X. Today is Pot episode 2132. I'm your host JV alongside the one and only fed chair Nipinator. You can kind of catch his paws about right there. He'll make an appearance. Stay tuned. And today is October 11, 2025. Rocking the 11 jersey and we're sitting at around 111,000 on the day after a flash crash to around 103 during yesterday's live stream right at about this time. But anyways let's kick it off with our market watch as we do each and every day. Pulling up here coinmarketcap.com current bitcoin specific market cap sitting at $2.21 trillion. It just updated actually 2.2 11 trillion. That's more like it. And bitcoin price action hovering at around 111 at the time of the live stream. Total crypto market cap 3.69 trillion down tremendously. The entire crypto market got nuked yesterday. Altcoins some like XRP touched down like 70%. It was in the dollar range. Bitcoin dominance though, silver lining almost 60%. It jumped up a couple of points from roughly 58% the other day. And the ether dominance has been on the decline at 12.3%. Checking out top 100 crypto gainers past 24 hours. For some reason Zcash has been doing very well outshining the rest of the market. It's up hundreds of percent this week, but nonetheless it's up another 21 on the day. Yesterday it did crash alongside virtually everything else and barely anything in the green. Today it's mostly like stable coins because the market got so wrecked. But checking out crypto bubbles, more of a visual perspective. I mean they say a picture says a thousand words. Well, pretty accurate because as you can see, you can see 97 of the market rec city. Some of the very popular alts down 20, 30, 40%. So when Bitcoin takes a 10% correction, that's the downside of being A coiner, your shitcoin is going to lose potentially 20, 30, 20 if you're lucky, double what bitcoin loses on the day. But some of the coins lost over 50% and some of you guys do the shitcoinery specifically you say or claim. So you could increase your bitcoin gains and trade it at the right time. But sometimes your shitcoin gets so wrecked there's no hope in ever retaining bitcoin at the level you were originally anticipating. So you'll end up actually losing and then selling your coin for bitcoin before you lose everything and then you just end up with less sats at the end of the day. But that's the risk you pay with the coinery. So I just like to point that out. Checking out the weekly, probably not going to look that much better. Nope, still wrecked across the board. Checking out the monthly, does it get any better? Nope, still looking pretty wrecked. How about the annual? Yes, here we go. We do still got an abundance of alts in the green for the last 12 months. There's the silver lining. And checking out the Crypto Greed and Fear index. Let's see if I can move this ad off the screen. There we go. We went all the way down to 27 fear. We didn't even tap extreme fear. Also keep in mind, the lower this number goes, I believe Once we hit 25 and below it's considered extreme fear. That just means more likely of a parabolic rise and vice versa. When we're in extreme greed in the green and it's a very high number, that's just more probable of a correction. So do note that. Also, another thing I like to point out is October, since the day the government announced the shutdown was the first, we had nothing but a parabolic run up for a full straight week. So a correction is considered healthy. It's like not the end of the world. It's not the end of the bull market. But hold those thoughts. Later in the stream we'll cover bitcoin billionaire Arthur Hayes. Just blaze two satoshis when it comes to all that. Our next story of the day, do a little TA AKA Astrology for the baddies and shout out to the bitty broskis holding it down. Headline reads three Bitcoin charts to watch after the bitcoin flash crash to 103. I didn't even realize we went that low. So we'll verify that in the charts here shortly because one of my apps showed it at 106. And I do recall seeing the number 106, but maybe it was like a split second and so it's still considered 103. But like I said, let's verify that here in a bit. Bitcoin attempted to recover a day after traders witnessed the biggest single day wipeout on record. Holy. My bad. Let me rephrase that. Holy schnikes with over 5.39 billion in leverage positions liquidated in 24 hours. Insane. And I think the bulk of it happened during our live stream, which was two hours, which is twice as large as the novid crash in 2020. Well, that's really because the bitcoin market cap was only a fraction of the size it is now. But as of today sat stacking Saturday, the price rebounded 8 and a half percent after dropping to its local low of 103. It still remains down 11, another 11 omen from its record high at 126. 3 said earlier in the week. I mean, talk about extreme volatility from 106 to 103. That's a $23,000 gap. Keep it in mind. It took bitcoin, I don't know from the inception of the Genesis block was 2009 and then to even get to 20,000. A coin for the first time was in 2017. So it took seven years for Bitcoin to go from zero to 20,000 and we just had a $23,000 flash crash in a matter of a like a few minutes, which is mind boggling to me. But yeah, if you're not prepared for the volatility, I don't know why you're in bitcoin, bro. Can bitcoin's recovery extend further? Well, let's discuss these charts. Bitcoin's uptrend unfazed by the 5.3 billion wipeout Bitcoin's latest correction may look dramatic on the lower time frames, but zooming out reversal is actually milder than several past pullbacks on the weekly chart. Bitcoin dropped less than 10% thus far, notably less than the 15 dip seen early March and July of last year, both of which were followed by strong rebounds. Bitcoin's price remains well within the ascending channel, a bullish structure which has guided the uptrend since mid 2023. Buyers have stepped in each time Bitcoin has tested the lower boundary of the channel, sparking new rally towards the upper range. Quoting Malan the US Electric grid is.
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Approaching a breaking point as demand soars from data centers and home energy use. Our aging infrastructure can't keep up. And the Department of Energy warns that without action, blackouts could surge 100 fold by 2030. The good news? One solution is already here. Propane. It's American made, stored on site and always ready, powering homes and businesses with cleaner, reliable energy that doesn't depend on the grid or the weather. Learn more@probane.com hey, Ryan Reynolds here from Mint Mobile.
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Now I don't know if you've heard, but Mint's Premium Wireless is $15 a month. But I'd like to offer one other perk. We have no stores. That means no small talk crazy weather we're having. No, it's not. It's just weather. It is an introvert's dream. Give it a try@minmobile.com switch upfront payment.
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Of $45 per 3 month plan $15 per month equivalent required new customer offer first 3 months only, then full price plan options available, taxes and fees extra.
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See mintmobile.com day pop it's all depending on whether the Bitcoin holds above the 20 week moving average. If it closes above, we're bouncing back nicely then this was the final capitulation that we had to w comparable to the COVID crash and the FTX low and also signifying at around that 111,000 mark, precisely where we're at. Also, we can set the stage for the next leg up. Still, considering we're in the most bullish season of the year. We're in Q4 October, historically very bullish, typically the second largest gainer of the year as far as months are concerned, followed by the most bullish month of novemble. So we're in for the ride of our lives. Maybe 14150 can still happen this October. We're only 1/3 of the way there. Meanwhile the Sharks buy the dip. Many smaller traders were forced out during the 5 billion liquidation Friday. Medium sized holders known as sharks bought the dip aggressively. The daily Shark Net position change, which tracks wallets holding between 100 and a thousand BTC surged to 190, 000. The highest level since September of 2012 is outlined there by Glass Node. And now for the final chart we're going to focus on Bitcoin's Friday correction. Could be a mid stock cycle cool down rather than the start of a long bare market. Referencing the Ballinger bands here. Every past Bitcoin bull run ended only after the monthly Ballinger bands, a volatility indicator had fully expanded as shown right here in this chart. These bands widen when the market swings, increase and contract when price Movements slow. And for an example previous bull cycles. 2013, 2018, 2021 Bitcoin peaked precisely when those monthly bands stretch far apart, signaling overheated volatility. Currently these bands are still narrowing or squeezing, which may precede further price rallies if history is any indication. Here's what the analyst says. Using history as our guide. Bare markets don't start when the monthly Bollinger bands are still squeezing. They start at the end of the expansion. And there we have it. Now for some live chart action. Jackson satisfaction, Bo Jackson for the Broskis here today you can see the one hour chart on your screen. Cascading red descending candles. Unfortunately as of yesterday you can see the big old correction downwards and today it looks like it's continuing some after the recent bounce back, no particular targets and unfortunately we're way under the moving averages. As you can see on your screen in the blue line and the the purple line. Checking out the four hour. I think it'll get more bullish the more we zoom out. You can see the big ass red candles, right? But yeah, no particular targets on the four hour to reference unfortunately. Checking out the daily daily chart. Big ass red candle, maybe one of the largest candles considering the price action is over 100,000 now compared to the previous massive dips. But Overall like a 10 to 15% correction is nothing compared to what we have seen previous cycles. But the significance is the dollar value of it because like I said, would we dip like $15000 like it ain't no thing or 23000 to be more precise. That's a massive correction as far as fiat value is concerned. So that's why you see such a big red candle. And obviously here today we're continuing the correction. Do you think the rest of the weekend will correct more before we could start the bullish ascent? Do you think we'll potentially test the 100,000 psychological support? Let me know your thoughts. We do have a bull flag though on the daily sitting at 146 4again 1464 in play on the daily chart. Checking out the weekly. You can see unfortunately look at this. Last week, Sunday to be precise, six days ago, we had the highest weekly close in bitcoin history. You can see the big ass green candle, right? And on it was at just above 123.3 when we closed right before hitting the all time high of the 126. Now this week we just lost all those gains and then some. Yeah, I mean so that's very unfortunate but like I said this could be the last final shakeout before the massive run up to the 150, 160, potentially 200,000 levels. So let me know your thoughts. And we do have a rising wedge overall all on the weekly chart. And really quick checking out the monthly again. We're only 1/3 of the way through October and it's finally back in the red. I'm still optimistic that we'll close October in the green and then this is a very short lived dip. But that's just my two satoshis. Next headline Bitcoin ETFS maintained the October momentum with 2.7 billion worth of the weekly inflows. US spot Bitcoin ETFs continued their strong October performance with 2.71 billion in weekly inflows, marking yet another strong week for the institutional demand. According to so so value data, total assets or management for Bitcoin ETFs climbed to practically 159 billion as of Friday, representing nearly 7% of the Bitcoin total market cap. Quoting them here, Kronos Research Capital keeps flowing into Bitcoin as allocators double down on the digital gold conviction. Trade liquidity is building now as the market momentum takes shape. The best day of the week for the spot Bitcoin ETFs came on Monday when funds recorded a massive 1.21 billion of net inflows, the second largest single day inflow since the products launched January 11th of 2024. The funds also saw strong inflows of 875 million on Taco Tuesday on Friday. Now Bitcoin ETF saw 4 1/2 million net alpha flow amid the market jitters. I think they must mean 4.5 billion because I don't understand the significance of 4 million, which is virtually nothing. That's like one shark's holdings, so I'm going to assume they made an error there. That was on the back of Trump's confirming he would impose 100 tariff on imports from China. BlackRock's IBIT led the market with 74 million a daily inflows and 65 billion of cumulative totals. However, Fidelity's FBTC it always trips me out reading that. It's like FBTC. It's like man, that sounds blasphemous, but that's just the name of the ticker. FBTC and Grayscales GBTC recorded outflows of 10 and 19 million respectively. Maybe the number was accurate. It's very minuscule to only see four and a half million of outflows. Trump's Tariff threat looks more like a negotiation tactic than a policy pivot. Let me know your thoughts on that. Markets may flinch short term. What is it? A game. Exactly what it is to the lizard folk. It's all a game. Over the past two months, 30 we're playing chess, not checkers. We're Bitcoiners. 31 crypto ETF apps have been submitted for the SEC, 21 of them just for the first eight days of October. Analysts describe the moment as a potential opening of the floodgates for the crypto Etsy, for example. Bloomberg analyst James Safer. Nope. Safart noted that the late August nearly 100 crypto related products awaited the SEC decisions. And apparently all SEC decisions will no longer take place because there's a shutdown. That's my understanding at least. How long will we be shut down? We've got to ask the Nip Nip is very close to the Trump family. He's very close to Baron. And I also saw in a headline, we didn't share it today as a part of the show because it's not the most significant headline, but it mentioned Baron Trump. Obvious. Trump's son, the younger one. But he's tall, right? He look, he's nine foot. He's a giant. He's probably a descendant of Goliath, I don't know. But Baron Trump, allegedly his crypto gains are like $80 million. All right, guys, next story of the day, Galaxy Digital raises 460 million to transform Texas Bitcoin mine into an AI data center. That's right. We're talking Novogratz, Galaxy Digital.
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Morning, Zoe. Got donuts.
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Jeff Bridges, why are you still living above our garage?
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Well, I dig the mattress and I want to be in a T mobile commercial like you teach me. So Dana.
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B
Oh no, I'm not really prepared. I couldn't possibly at t mobile get the new iPhone 17 Pro on them. It's designed to be the most powerful iPhone yet and has the ultimate pro camera system.
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A
Wow, impressive. Let me try. T mobile is the best place to get iPhone 17 Pro because they've got the best network.
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Nice.
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Jeffrey, you heard them.
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T mobile is the best place to.
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Get the new iPhone 17 Pro on us with eligible trade in in any condition.
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So what are we having for launch?
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B
Dude, my work here is done.
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The 24 month ago credits on experience beyond for well qualified customers plus tax and $35 device connection charge credit send and balance due to payoff earlier Cancel Finance Agreement. IPhone 17 Pro 256 gigs $1099.99 and new line minimum $100 plus a month plan with auto pay plus taxes and fees required. Best mobile network in the US based on analysis by Ooklove Speed Test Intelligence data 1H2025 visit t mobile.com the US.
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Electric grid is approaching a breaking point as demand soars from data centers and home energy use. Our aging infrastructure can't keep up and the Department of Energy warns that without action, blackouts could surge 100 fold by 2030. The good news? One solution is already here. Propane. It's American made, stored on site and always ready. Powering homes and businesses with cleaner, reliable energy that doesn't depend on the grid or the weather. Learn more@probane.com secured almost a half a.
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Billion in private investment from one of the world's largest asset managers to accelerate and transformation like Optimus prime of its former Bitcoin mining site into Texas into an AI data center. Highest and best use, I guess. Whatever's going to make them the most money. The deal involves a purchase of almost 13 million Class A shares at a $36 per share. Enter the 36 chambers with the proceeds earmarked for general corporate use of the expansion of the Helios campus. Expected to deliver 133 megawatts of IT capacity early 2026. Quoting novograts here. Having one of the world's largest, most sophisticated institutional investors made such a significant investment in our company will support our strategic vision and our ability to build leading businesses across digital assets and data centers. I just gotta send a reminder because I'm the type of guy that never forgets. Remember when Novogratz was pushing Terra Luna and he had the infamous Luna tattooed on his arm and was flexing it like it was a cool thing? And then Luna crashed to zero and investors lost billions of dollars. I wonder if he's replaced that tattoo yet. Things that make you go. But anyways, this transaction is expected to close around October 17, which would be next week, pending approval from the Toronto Stock Exchange. All I'm saying, not everyone. Yeah, I mean is the smartest cookie. And clearly to put a Luna coin tattoo on your arm. I was convinced he must have made a billion dollars off the deal. Like I. I just don't see how someone would be so naive. But then again, it's a crazy world. Galaxy gets 1.4 billion loan to power the Helios expansion I want to talk to Samson. The new Investment follows Galaxy's 1.4 billion loan facility. Where can I get a 1.4 billion loan for Christ's sake. They make it look too easy like him and Sailor that's like where do I go? But anyways, August found roughly 80% of the the build out under the 15 year contract with Cor Weave, an AI cloud infrastructure provider, Galaxy will supply compute power for AI high performance computing workloads starting in 2026. The company expects to generate over a billion in annual revenue. Not too shabby from the partnership, totaling about 15 billion. Over the long term I assume as maybe 15 years billion per year. At a full build out, the Helio center will have 3.5 gigawatt capacity, positioning it as one of the largest AI infrastructure projects in North America. And of that Core Weave has committed to 800 megawatts while Galaxy plans to lease the remaining 2.7 gigawatts to additional clients now the move comes amid the growing trend of crypto native firms pivoting towards AI infrastructure amid record bitcoin hash rate which reduces the chances of miners erasing rewards. And also in July, Core Weave, originally the crypto mining company, announced it had acquired crypto minor core Scientific in a 9 billion all stock transaction to expand the data center capacity and support the AI and the HPC workloads. And if you don't know, you'll never know. Get your together Brosis all right, next story of the day Crypto sentiment flips the fear as Bitcoin plunges after the Trump tariffs. Oh now end of the world. Oh yeah, that's right. Crypto market sentiment dropped to the lowest level in almost six months as Trump announced 100 tariff on China. And as we shared earlier in the market wash, the Crypto Greed and fear index is down to fear in a 27. Very close to the extreme fear. And over the past 24 hours almost 20 billion worth of long and shorts have been liquidated. Hence you can't short your dorks. You can't afford that. Also bitwise European head of research said the company's intraday Crypto Asset Sentiment index just generated a strong contrarian buy signal. You know what to do on a SAT stacking Saturday. Stack the motherfucking sets. The index reached an intraday low of negative 2.8 standard deviations. It's the lowest level since the end carry trade unwind of the summer of 2024. That's right. The last time the Cryptogreen Fair index was this low was all the way back in April, following after bitcoin tumbled to 77G's baby amid uncertainty escalating around trade tensions. Just days before April 9th Trump announced a 90 day pause on higher reciprocal tariffs, reverting the tariffs to the 10 baseline for the most countries and earlier in the week the greed territory after Bitcoin reached new heights of 125 on Monday. Actually the all time high is currently 126. Three we hit on Coinbase. However, Santimen analyst pointed out Friday, Bitcoin's recent all time highs and generate the same level of enthusiasm enthusiasm on social media as the previous. It was like a modest run of the mill reaction from the crypto audience. He also said on the podcast that referring to the level of the bullish comments across social media after bitcoin reached new highs really wasn't much of anything, he says. It's not nearly as euphoric as some of these previous ones. Next Story Bro Morgan Stanley Opens Crypto Funds to All the Clients about time Brother, one of the world's largest asset wealth managers has reportedly informed its financial advisors that all clients will be able to invest in crypto funds. Starting October 15th, advisors will be able to offer crypto funds to clients with individual retirement accounts such as IRAS and 401ks, a significant shift from the previous policy which restricted access to only high net worth investors with over one and a half million in assets. The move could unlock millions of dollars currently tied up in other assets such as all the inferior things to the apex predator, which is virtually everything, paving the way for a portion of the capital to flow into the crypto. As of June 30, U. S retirement assets total about 45.8 trillion. It's hard to even fathom how much money that is with IRAs holding about 1818,401,k is 9 trillion, according to the Investment Capital Institute. Latest Quarterly Update Morgan Stanley's wealth management division employ 16,000 financial advisors I heard a quote, I think it was from Samson Mao and I'm paraphrasing and it's like having a financial advisor in today's day and age is like having a nutritionist that works at McDonald's. It's just like what's the point bro? They're all ill informed, right? But anyways, they oversee roughly 6.2 trillion in assets, serving more than 19 million client relationships. Let me know if any of you actually use them as your wealth management, whatever it's called again, Morgan Stanley, because apparently this is like a big deal. This is gonna unlock Pandora's box for more of their clients to tap into crypto to ensure clients don't take on excessive exposure. Why wouldn't they want their clients to take on extensive makes no sense. And that's why you don't listen to Financial Advisor Sam Morgan Stanley will use automated systems for the time being. Imagine oh, warning red flag. You you have more than 1% invested into Bitcoin. That's too risky. That's probably what they do. I would, I would assume. I'm just guessing. Advisors can only offer Bitcoin funds managed by BlackRock and Fidelity. The company is monitoring the market for other crypto products. Institutions are beginning to see digital assets not just as speculative investments but as an investable asset class that needs structured access points. As crypto native platforms bring tokenized assets on chain asset management managers open new channels for exposure. The distinction between traditional and on chain finance continues to blur. The result is that digital assets becoming a standard part of diversified portfolios. In October, a report from Morgan Stanley advised the cautious approach. This is what I'm saying. This is why it makes no sense to have Financial advisor suggesting up to 4% exposure and high risk opportunistic growth portfolios 2% in balance growth the US.
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Electric grid is approaching a breaking point as demand soars from data centers and home energy use. Our aging infrastructure can't keep up. And the Department of Energy warns that without action, blackouts could surge 100 fold by 2030. The good news? One solution is already here. Propane. It's American made, stored on site and always ready. Powering homes and businesses with cleaner, reliable energy that doesn't depend on the grid or the weather. Learn more@probane.com hey, Ryan Reynolds here from Mint Mobile.
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C
Now I don't know if you've heard, but Mint's Premium Wireless is $15 a month. But I'd like to offer one other perk. We have no stores. That means no small talk crazy weather we're having. No, it's not. It's just weather. It is an introvert's dream. Give it a try@minmobile.com switch upfront payment.
- [28:54]
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Of 45 for 3 month plan 15 per month equivalent required new customer offer first 3 months only, then full price plan options available, taxes and fees extra.
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See mint mobile.com and none in income or preservation strategies. Now if you follow this, have fun being poor. Just saying. Morgan Stanley's policy shift comes to several of the world's largest asset managers deep in their involvement with digital assets. In April, Fidelity launched a new suite of retirement accounts given Americans near zero free acts or near zero fee access to crypto investments. The offers include traditional IRA and two Roth IRAs, allowing users to buy and sell the biddy. And in June, global bank and financial services giant JP Morgan, the largest bank of the United States and the official bank of the most notorious pedophile known to humankind, Jeffrey Epstein, never forget that said it would allow trading and wealth management clients to use ETFs as collateral for loans, Bloomberg reported. The bank also said it would factor clients crypto holdings into its assessments and overall net worth. Meanwhile, asset manager giant Black rocks looking into expanding crypto offerings after the spot Bitcoin ET became the company's most profitable fund just from fees generating. That's insane. 245 million in fees and that's going to like be reoccurring income every year, right? On September 11, Bloomberg reported Black Rock exploring ways to tokenize ETFs of the blockchain which would allow them to trade around the clock. Tik Tock, don't stop trading around clock. Now for our feature story of the day, Crypto billionaire Arthur Hayes just Blaze says bitcoin bull run will not end this year and breaks down his outlook. So yeah, this is the Bitmex co founder crypto billionaire, very influential in the space to say the least. And he says traders shouldn't bank on Bitcoin's typical four year cycle to mark the end of the current bull run. And what an ad to show up here on the website as we're streaming out of all things that we can see right now. But anyways quoting him here there have been three cycles where the all time high occurring every four years. That was 2012, 2016 and 2020 and this is the fourth cycle, 2024. Having the four year anniversary of the fourth cycle is upon us. Traders wish to apply the historical pattern and forecast an end to the bull run. They apply this rule without understanding why it worked in the past and without this historical understanding they miss why it'll fail this time. Previous bitcoin tops happen when US and Chinese monetary policy seized or slow down for the money printing, Hay said. There's nothing stopping the printers this time around. Hay says Trump's plan to grow the economy by lowering the interest rates, lowering the cost of housing and deregulating banks will help the bitcoin bull run continue longer than the typical four year cycle. Adding that while China might not help the bitcoin push for you know, it won't stand in the way. Quoting him again in the U.S. newly elected President Trump wants to run the economy hot. Drop it like it's hot. The Fed resumes the cutting interest rate September even though the inflation is above its own target. Trump also speaks about lowering the cost of housing, releasing trillions of dollars of trapped home equity. Because of the rapid rise of housing prices post 2008, United States Secretary of Treasury Scott Bessant will deregulate the banks so that they can increase loans and critical industries. The future as painted by the ruling political elite points to lower, not higher interest rates and higher, not lower growth in the money supply. Listen to our monetary masters in Washington and Beijing. They clearly state that money shall be cheaper and more plentiful. Therefore bitcoin continue to rise in anticipation of the highly probable future. And there you have it. Yo, that's the latest from the crypto billionaire. And I also want to stress that I agree. I think the most likely probability is the extended cycle. You got to let me know your thoughts. And I give everything probability is because nothing is 100% certain. We have a very uncertain future because we're in the present, which is the power to change the future. But at this moment I dare say 80% probability, extended cycle, 20% we continue the cycle. If we continue, that means we peak out of the cycle this year. If it's extended, it means it just continues into the following year and potentially the following years after that. Let me know your thoughts. And as you know, Arthur Hayes just Blaze is one of the big bulls in the market. He's been projecting a million dollar bitcoin for quite some time and we've covered his bullish analysis many times here on the stream. Let me know your thoughts and welcome everyone to the Q and A segment of the live stream. The IRS is closed. How long is the shutdown? Forever. Laura? Yeah, personally I think it's just they use as an excuse to control manipulate markets. It's convenient they do a government shutdown as gold hits a new all time high, the dollar is weaker than ever and bitcoin hits a new all time high. I think they're just trying to like stop the dollar from bleeding and kind of like suppress the alternative assets that make the dollar look bad. Seems to be like that. If I was to speculate I'd guess probably what they're doing.
- [34:15]
D
Bitcoin lolly rocks me wishes for delicious rocket flame hot moonshot dying the Trump train bitty pump the podus said to chill bye don't yo cabbage hands folded dumped stat stackers feeling luna well the Trump train goes chugga luggage bitcoin presidents coming to get you Bitcoin goes doing a temporary sacrifice makes him yell I got btc. Oh well I'm swell I heard my owl telling like a whale hoddle gangster smiling BTC rises like the phoenix does. What's this tariff stress buzz? Oh oh no. Is it time to buy or sell? Just kidding, what a joke do tell I got the biddy bro China gets smashed no such thing as a bitcoin crash mm that labidi such a yummy coin. Bitcoin knows what to do it goes you can put a tariff on cars bitcoin maxis feel no scars weak hands gonna moan and groan you can slap one on iPhones hodl it's a dip, don't be a dip selling on the dip but you can't tariff bitcoin you can't ship your gold for the good you can't clear a check in the woods you can't wait four days while the network lags. We're lightning fast while the old system drags. Tariffs on steel, on tech, on toys tariffs ain't touching our digital gold we're poised, we don't listen to fud no noise tariffs on the pretty little bitty Saylor said nope, not so Bitcoin is perfect like that so dope dope dope. The global economy needs rocket fueled currency but minds that stay woke lack urgency. High IQ thinkers push orange think that's funny? The teaching the truth Bitcoin is perfect money while the rest freeze up and stall Bitcoin's gonna outlast them all. It's an angel in the orange lifeboat it's a bitty lifesaver just reach out and take the rope Bitcoin moves when the bankers break down. Golden mask men looking like clowns. We were gifted by a guy gave us a hat trick. Not a magician's hat trick. Tip your hat. No, this ain't the matrix. This is a matrix. Bricks fix. We make m's and watch the L's go. Yeah, it's getting dark over there. Fiat beware. Take me to the BTC candy shop hoping for the moonshot.
- [36:33]
A
Morning, Zoe. Got donuts.
- [36:35]
B
Jeff Bridges. Why are you still living above our garage?
- [36:38]
A
Well, I dig the mattress and I want to be in a T Mobile commercial like you. Teach me. So, Dana.
- [36:45]
D
Oh, no.
- [36:47]
B
I'm not really prepared. I couldn't pull possibly at T Mobile get the new iPhone 17 Pro on them. It's designed to be the most powerful iPhone yet and has the ultimate pro camera system.
- [36:57]
A
Wow, impressive. Let me try. T mobile is the best place to get iPhone 17 Pro because they've got the best network.
- [37:04]
C
Nice.
- [37:05]
B
Jeffrey, you heard them.
- [37:06]
A
T Mobile is the best place to.
- [37:08]
C
Get the new iPhone 17 Pro on us with eligible traded in any condition.
- [37:13]
A
So what do we have for logic?
- [37:15]
B
Dude, my work here is done.
- [37:17]
F
The 24 month bill credits on Experience beyond for well qualified customers plus tax and $35 device connection charge credits ended balance due if you pay off or leer Cancel Finance Agreement. IPhone 17 Pro 256 gigs $1099.99 and new line minimum 100 plus a month plan with auto pay plus taxes and fees required Best mobile network in the US based on analysis by Ooklove Speed Test Intelligence Data 1H 2025 Visit t.
- [37:33]
E
Mobile.Com the US electric grid is approaching a breaking point as demand soars from data centers and home energy use. Our aging infrastructure can't keep up and the Department of Energy warns that without action, blackouts could surge 100 fold by 2030. The good news? One solution is already here. Propane. It's American made, stored on site and always ready. Powering homes and businesses with cleaner, reliable energy that doesn't depend on the grid or the weather. Learn more@probane.com uh huh honey is perfect.
- [38:07]
D
Money turfs that's USA future economic gain. It can't hurt Perfect money. We already won this game. Lava fire runs in our veins. Trump train arrived as expected armed with the orange flame who's feeling the pain? The elite asset will be left unstained Bitcoin president knows his gain President B from El Salvador and President T from where the eagle soars lead with BTC so stack sats take heed Bitcoin presidents feel no heat they know they're getting name Chill and keep your claim. Don't blame us for acting or being prophetic While you beg the Fed we stayed unapologetic. The bitty energy it's better than kinetic code so clean and spiritually symmetric pricing the 80Gs yeah that's your sign to get it you don't have to ask twice, just buy it, just get it. BTC is in the passing lane Fiat stay in your lane. Mom said we are taking hard look don't play us for a rook did somebody say crook? Our way, our trade, our land, our game. You need us not the other way. We're looking at semiconductors, we're hodling Libra justice hunters, we're patriotic truth seekers your instructor while Fentanyl infiltrates our God bless land. This isn't trade, it's your Trojan horse slaughter plan. Our presidents are taking a stand and the best of the Americas won't back down. You see we have men with a plan. Bitcoin president, President B and President Tankman stood in Tiananmen Square. You scared of orange? You must be when the color is typed on the net. China, you get scared. You say hands up, freeze. Censorship is your identity. Orange has angels, it's not just a shade. Don't get it tangled. It's not a phase, it's not a plea, it's not a flag, it's not a coin. It's a movement you can't unsee. TNM and square burned into history. Bitcoin doesn't blink and orange never forgets. You got your tariff, now pay your debts. Justice doesn't bargain or sleep in regret. We hold the cards. You want to bet terrorists can't touch the bitty? Trump won't hurt the bitty. God hack humanity with the bitty. You can't defeat the bitcoin army. China do you find this to be alarming? Can own the USA is a no no forever upload a Bitcoin is in play dough. This ain't a maybe, baby. This is a shake up. BTC looking strong, a King Kong in this so called market crash. Satoshi's team chuckles seed phrases unimpregnable stash gdp that's cute. Watch this. We're rebels with a cause and diamond hand fist. We offer no apology, no fake confession. This is not a recession, it's succession. It's manifestation, destination and angelic creation. No, no, no, no. Goodbye to starvation, inflation, exploitation, desperation, def SAM.
- [42:11]
C
And don't forget to check out Bitcoin news alerts.net for the full premium experience with video and to participate in the live stream along with the Q and A. And I look forward to seeing you on tomorrow's episode Hoddle.