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A
Morning Zoe. Got donuts.
B
Jeff Bridges, why are you still living above our garage?
A
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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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, 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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Je free.
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You heard them.
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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 with the.
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Welcome Bitcoin fam to the number one daily Bitcoin pod and happy 17 year Bitcoin Satoshi White paper and Happy Halloween. And the bitcoin price is back in a green. In today's show, we're breaking down everything you need to know. We'll also be discussing the big anniversary for bitcoin and the first red op October in the past seven years. We'll Also be discussing canon to supply bitcoin mining rigs for Japan's electric grid stability project as well as zcash hits an eight year high flips Monero to become the new king top privacy coin with a 6.2 billion market cap. Also Sailor says strategy unlikely to buy up the rivals. Too much uncertainty. Also strategy just boost their after hours firm of 2.8 billion Q3 income. We'll also be taking a look at the overall crypto market. All this plus so much more right here in Halloween. Let's get it. If you guys are new to the rumble important smash the like give us a follow hit that repost on x. Happy Halloween. 17 year anniversary of the Bitcoin Satoshi white paper. Unfortunately we're getting the first red month of October in the past seven years. Silver lining. Novemble begins tomorrow and November is historically the most bullish month of the year. Maybe it'll be super bullish. Calistic espiala dope all I'm saying but Anyways today is pod number 2152. I'm your host JV alongside my co host the Fed chair Nipinator keeping them nip. We're going to kick it off with our market watch. I'll read to you what's happening right now. Bitcoin's back in a green but barely just up above a percent ether back in a green. A lot of the alts just starting to pump here. Uh the total crypto market cap today is 3.71 trillion. Uh the Bitcoin market cap is 2.171 trillion. Checking out top 100 crypto gainers past 24 hours but first 24 hour volume 170 billion and the Bitcoin dominance we haven't covered in a few days. It is Soaring. It's currently 59.4%. A few days ago it was just at 59. So that's always the silver lining when we get a correction a lot of the liquidity from the alts move into the apex predator. The BTC top gainers are Tau Z Cash and zcash overtook Monero to become now the largest privacy coin by market cap. We'll be covering that here shortly as well because we've been discussing this practically for the past couple of weeks it's been outperforming everything else. So it's warranted to focus some time here and see what's happening with the Z Cash and checking out the crypto bubbles. A little visual perspective I'd say. Today 75 of the market in the green 25 in the red on the daily checking out the weekly. It's flipped almost inverted there. I'd say 80% red, 20% of the green checking out the monthly. Unfortunately Rex City across the board only a handful of coins in the green and ironic the two big gainers, Zcash and Dash 2 privacy coins. And I hear Monero is only available on one particular exchange, so that would explain why that privacy coin hasn't been performing as well. But like I said, we'll dive deeper into that later. Checking out the annual perspective Bulk of the market in the green. Maybe he's born with it, maybe it's Maybelline and maybe it's as green as the Listerine. We shall soon find out. But checking out the Crypto Greed in Fear index today it's a 29 fear yesterday 34 and last week a 30 in fear. And there's the latest. Yo, now let's do some TA AKA Astrology for the Brosis. Pulling up the one hour chart we have had lots of volatility. We were pumping just a bit earlier 110 we touched 111 and now we're corrected to 1088. And you can just see on the one hour chart right now you can see we started soaring this morning and then we got some humble pie, a couple of big red candles knocking us right back down. And again at the time of the live we're currently 1089 and checking out the four hour the four hour chart, big red candle unfortunately after hitting the 111 mark were significantly below the moving averages right now and there's no particular bull target insight on the four hour. When in doubt though, just zoom out. And here we are on the daily. Here's where things get bullish. There is a bull flag sitting at 146,400 on the daily chart and there's a bear target as well sitting at 88,000. So those are the two potential scenarios. 100 has been holding up just fine. When we had the flash crash in the biggest market wipeout in crypto history it touched like 103 and some change. But we haven't even tested the hundred thousand dollar support thus far. So good. So we'll see how it fares out. Checking out the weekly as we're approaching the weekend here. Unfortunately this has been a big red candle. Last week we did get a green candle. So unless things completely reverse between now and Sunday we're likely to get the red candle close. Yeah, I mean and we just pray November, you know, kicks things off on a good foot. And it's ironic, October 1st, it was the first day of this month they announced the government shutdown and the first week was bullish as all hell. We had a hell of a pump, we hit the all time high 126 3. Then we had a hell of a couple of followed bearish weeks and now here we are and checking out the monthly being this is the final day of the month again. Happy 17 year Bitcoin white Paper Day from Satoshi Happy Halloween. But unfortunately it's going to be the first red candle close in the month of October for the past seven years, which is pretty wild to say. So this has definitely been an outlier time of season. So bitcoin set for the first red October in seven years. But the million dooll question what will November bring? Historically, November is the most historically bullish month out of the entire year. The losses in October were amplified by the mid Monon flash crash triggered by the US China tariff threats and the Fed's 25bps rate cut which just occurred on Wednesday. Markets literally tanked in real time right after that announcement. October turned red for the first time in seven years. The crypto market humbled a lot of traders this month. Momentum faded, confidence shaken. Another analyst said the volatility bitcoin experienced this month was nothing normal as October is historically the second best month of the year for bitcoin. October statistically second best month of the year. This was the worst October since the 2018 bear market. Let me know if you remember it. I sure do because I remember peeking out in December of 2017 at like 19,900 just shy of the 20G mark. And then we had a hell of a bearish winter 20182019 and then the bulls returned for the next having in 2020 and only the third red October since 2013. So this is very rare. But speaking of novemble, let's dive into.
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Book now@verbo.com are we anticipating a November rally? Absolutely. Analyst says Last time bitcoin ended October in The red was 2018. We saw a brutal 36 drop. Should we be worried this time? What does a weak October mean for bitco? Timothy Peterson suggested in a thread. He said Bitcoin's growth in Q4 usually slows during the week of October. The three month return for Bitcoin after weak October averages 11%. For strong Octobers, it's actually 21%. At least that's what history has shown us. November historically Bitcoin's best month averaging 46% across 12 years since 2013. This makes this period between October and December the best quarter for the bitcoin price rallies. We're in the uptrend window with average gains of 78%. So if history was to rhyme, we can anticipate 78 gains between now and the end of the year. But looking at the recent years, Bitcoin rallied by about 57% in Q4, 2023 and 48 Q4 of last year. The rally was more exponential in 2017 with gains of 480% between October 1 and December 1. I mean, numbers don't lie. Even in the bear cycle, such as the 2018, we had a negative 42% drop, 2022 negative 15. Those losses were the outliers. But in any case, the last quarter of the year consistently delivers significant moves. So Q4 historically very bullish and we're in the thick of it right now. So if history is anything to go by, the bitcoin price action may reverse this month. Coming up Novemble surgeon to 150000 by the end of the year. And speaking of 150000 by the end of the Year, that's precisely with the Gigachad Michael Saylor suggests. We covered this in yesterday's podcast. He was just speaking on TV and he was asked Michael, where do you think the price action will be? And he said his Q4 cycle, or Q I should say Q4 peak for this year, he's anticipating at strategy 150,000. So that's right in alignment with the analysts we were just discussing. And he said over the next, I think he said four to eight years, like 10 million. And he said over the next 20 years he suggests 20 million per coin is what they're anticipating at an average annual increase of 30 per year on average over the next 20 years. Let me know if you agree or disagree with Mr. Sailor. But anyways, next story of the day. And now that you have some hope and growing a Gohan tale and if there's a full moon, we'll transform to a great ape like Gohan now is a possibility. You're saying there's hope? Absolutely. But anyways, okay, next story of the day. Bitcoin white paper today turn 17. Happy Halloween. However, first red October in seven years. That's kind of wild. But yeah. Bitcoin's foundational document known as the Bitcoin Satoshi white paper turned 17 today. Marking the journey of the world's first decentralized digital currency from a niche financial experiment to now over a 2 trillion dollar global asset now held by governments and institutions including the Trumpster himself. Yeah, I mean the leader of the free world, Bitcoin creator Satoshi first shared the bitcoin white paper literally 17 years ago today. That's why this day is so significant. It was October 31, 2008 in response to the global financial crisis. I'm sure you remember the banking crisis of 08. The document titled Bitcoin a peer to peer electronic cash system described the decentralized peer to peer network capable of preventing the double spending the through the proof of work. Consensus, consensus. The rest is history. Three months after the white paper was published, Satoshi launched the world's largest decentralized network by minting the first bitcoin block, now known as the Genesis block for a reward of 50 Bitcoin I'm understanding today I think the reward is, is it like three and a quarter because it gets chopped in half every four years, every cycle. We call it the bitcoin. Having now 17 years on bitcoin has grown now again 2.2 trillion ballpark market cap asset ranking as the world's 8th most valuable asset after silver and Amazon. And not too long ago we flipped silver but you know there's been a lot of volatility in the market. But currently gold is like at $4,000 an ounce that gives it a market cap of close to 28 trillion. So it is the largest and then as far as companies publicly traded, Nvidia bro, It has a 4 point almost 5 trillion dollar market cap which is mind boggling to give some perspective. The number three largest asset is Apple at 4 trillion. So Nvidia which produces all the microchips for bitcoin miners and AI thriving unlike anything else out there and then there's Microsoft below that number four, Google Alphabet number five, Silver number six and trust Bitcoin will re again here shortly flip Amazon and Silver because Amazon and Silver are barely even above Bitcoin. And then you just have Google, Microsoft, Apple, Nvidia and Gold, which bitcoin will eventually flip them all. I'm saying it's a guarantee. It's a mathematical certainty if you do the math. Despite this milestone, Bitcoin set to log its first monthly loss for October in seven years. Today's the last day of the month, so unless we flip massively between now and early evening, unfortunately we will close in the red. Historically that's why we call it uptober versus October. But we can look forward to the novembles and decembers. The record 19 billion crypto market crash saw the bitcoin price fall from a four month low. Yeah, we did touch 103, 104. That was not too long ago, two weeks ago, October 17th. We've recovered quite a bit since then. But this correction is controlled deleveraging according to some of the top analysts, which was necessary to flush excess leverage, you know, the degeneracy out of the markets, providing a more sustainable basis for the next leg up. And if you don't know now, you know next story of the day Canon to supply Bitcoin Mining Rigs for Japan's Electric grid Stability project that's right, mining hardware producer Canon won a contract to supply four and a half megawatts of bitcoin mining app specific integrated circuits which are better known as AS six for a project designed to help stabilize Japan's electric grid, according to the Thursday announcement. On a thirsty throwback Thursday, the company supplies an electrical engineering solution provider, Bitcoin mining Asics, with a capacity of four and a half megawatts. The project will deploy canon's new Avalon A1566HA488T water cool mining A6 for the real time grid balancing and energy efficiency optimization. The mining operation will run continuously and utilize controlled overclocking and underclocking, adjusting power consumption to stabilize the regional grid load. Canon's proprietary control system will dynamically adjust the frequency, the voltage and the hash rate to match the power of supply and demand. Canon's chairman and CEO Nan said the machines and the systems utilities can leverage the bitcoin mining as a digital load balancer, improving both energy sustainability and grid efficiency. He added the project builds on a similar initiative which was supported in the Netherlands last year. And speaking of the Netherlands, I got Lots of love out there.
A
Morning Zoe. Got donuts.
B
Jeff Bridges why are you still living above our garage?
A
Well I dig the mattress and I want to be in a T mobile commercial like you teach me.
B
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.
A
Wow, impressive. Let me try. T Mobile is the best place to get iPhone 17 Pro because they've got the best network.
C
Nice.
B
Jeffrey, you heard them.
A
T Mobile is the best place to.
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A
So what are we having for launch?
B
Dude, my work here is done the.
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I love Amsterdam. It's a beautiful place to be. Just saying. Grid load balancing is a continuous matching of the electric supply demand to keep the free frequency and the voltage within a safe limit. There is a need for such measure because the consumption and renewable output fluctuates significantly. So it seems it just steadies the power grid, leading to the price spikes and potential outages if left unaddressed. Meanwhile, the crypto mining helps by acting as a fast controlled demand response. Miners can locate near wind or solar installations, ramp up to soak up unnecessary surplus power and shut down in seconds when the grid tightens. Earlier in the week, the CEO of Brazilian solar power producer Thin said the company is exploring a move into the bitcoin mining to absorb surplus energy generated by the country's fast growing renewable sector. A January report by the Digital Asset Research Institute suggests bitcoin mining has impacted the Texas electrical grid and saved the state as much as $18 billion by eliminating the need for new gas peer plants. And if you don't know, now you know. And yeah, I guess let's dive right into the big story here. Zcash just hit a 8 year high flipping Monero to become the top privacy coin at now 6.2 billion market cap. And Arthur Hayes just blazed, made a very bullish prediction just the other day. He's suggesting it's going to hit a ten thousand dollar price target. So if any of you guys are Z Cash holders, do let me know in the chat. But anyways, let's dive into this. Some of the leading privacy coins are defying the gravity of the digital asset market, signaling growing investor demand for privacy focused cryptos. When I first got into the crypto sphere in 2017 I believe it was Monero was already established as the biggest and the holy trinity. And privacy coins from my understanding has always been Monero, Dash and zcash. But for whatever reason zcash has been outpacing the others. So we're going to dive into this. Zcash surged to an over eight year high $388. And again Arthur Hayes just blaze is suggesting 10,000. I run the math on that one but yeah, anyways it's up another 7.6% last 24 hours. Also it's one of the top gainers for the past week. Top gainer for the past month, top gainer for the past year has now a 6.2 billion market cap at this time it did officially flip Monero to become the the most valuable privacy focused crypto. Z Cash's 45 weekly rise bucked the broader crypto market downturn which continued into the consolidation after a much awaited tariff deal between the Trumpster, the US and XI on China which failed to materialize. And they, you know, we covered the story, it's like I'm paraphrasing but Trump's like yeah, we almost made some excellent agreements but until then I mean I'm very hopeful which ultimately means we ain't agreed on shit. Just saying. The rally suggests renewed investor appetite for the privacy focused coins. And I think there will always be an appetite because some people are firm advocates on privacy and they should be, I mean which are designed to conceal the user transaction details whereas Bitcoin, it's pseudo anonymous. However, you know, things can easily be traced even though we don't know precisely once an address is identified, all that's out the window where with zcash, Monero and Dash, my understanding, true privacy. And that's the value proposition here. Privacy coins such as zcash Monero, obscure sender receiver transaction details offering greater anonymity and synonymous cryptos like bitcoin. While bitcoin transactions are traceable on chain via the blockchain or the time chain as Satoshi really coined it. And that's a topic for another conversation being we're speaking about the 17 year white paper since you know, 08 and yeah, privacy tokens are designed to mass wallet addresses and trans transaction histories. The rise of the eight year high came days after Bitmax Co founder Arthur Hayes predicted Zcash token rally to 10,000. I'm sure that prediction only helped spike more people buying it and hence the rally. Zcash rallied at $272 to a peak of 355 in hours. And that's just a direct reflection of how one influencer, in this case Arthur Hayes, just blaze, you know, crypto billionaire, made a very bullish prediction. Within hours it spiked up extremely significantly. So yeah, let me know if you guys are bullish on the zcash. And while the demand for the token is steadily increasing, whales, which we know is the large holders, have been offloading the Zcash token. Zcash token holders rose 63% to 1928 or 68 over the past week. But the whale wallets have sold A net total of 72,000 in Z Zcash tokens according to crypto intelligence platform Nansen. Crazy to see how Zcash has pulled the 10x in 2 months which is ultimately a th percent gain. Completely decoupling from the market, ignoring the overall sentiment according to Simon Ddck, founder and managing partner of Moonrock Capital. Speaking of moon rocks, I'll take a couple of them. I want to emphasize that this isn't some coin, he said. It's a multi billion dollar asset that makes this kind of performance even that much more remarkable. And there's the latest regarding the Z cash. Anyways, next story Brosis Sailor says strategy unlikely to buy up the rivals. There's just too much uncertainty. Now yesterday in the headlines we discussed David Bailey's new Treasury firm and it collapsed. It went from like I'm paraphrasing but ballpark like $25 all time high stock when they announce you know, the bitcoin on the balance sheet and did like a 600 million dollar purchase and all these big numbers were being thrown out there and then the stock crashed to 98 cents because of a mass sell off. So I guess people ask Sailor, you know, would you buy up your competition and he's ultimately like no, there's too much uncertainty with doing that. But you saw during the FTX rounds of 2022 in the Bear market they were inquiring all the little guys, right? So it's a genuine question. Generally we don't have any plans to pursue merger and acquisition activity according to Sailor during the third quarter earnings call, and we're going to dive deeper into what was revealed on the call. He did say there's just a lot of uncertainty and these things tend to stretch out six to nine months for a year. An idea that looks good when you start may look like not so good six months later. And I think he makes a great point. Analysts have suggested a Bitcoin treasury companies may need to start buying each other as the number of the players in the sector increases and the companies compete to differentiate themselves from their rivals. Strive is the first bitcoin treasury company conduct a merger, announcing late September it would acquire its rival Semler Scientific in an all stock deal, resulting in the combined firm holding 11,600 BTC. It would give Strive the 12th largest Bitcoin holdings amongst public companies behind Tesla. Strategy, by comparison, currently has 6488 BTC, the largest holdings of any publicly traded company by far. Sailor didn't totally rule out an acquisition, he just said giving strategy some wiggle room to change his mind on the topic. Quoting him here, I don't think we would ever say we would never, never, never ever. But we would say it is a plan. The strategy the focus is to sell digital credit, improve the balance sheet, buy bitcoin and communicate that to the credit and to the equity investors, Strategy CEO Fung Lee added the mergers and acquisitions for the software companies is strategy's main business, but very, very difficult. There's always something hiding behind what you actually think you purchase. Great point. I would say the same thing about acquiring bitcoin treasury companies. Sailor said that strategies multiple bitcoin purchases over the year have allowed the public to instantly calculate whether it's accreditive or dilutive, claiming that we're generally all accredive. All focus is to the high speed transparent digital transactions and sell digital credit to buy Bitcoin. We think it's a big advantage of the company that the business model is so transparent, predictable and clear because the business model is predictable. That model, Saylor argued, makes it easy for the equity and credit analyst to make decisions about and assess the quality of the company. Meanwhile, the S P Global Ratings on Monday gave Strategy a B minus rating credit rating, placing it in the same speculative non investment grade category as junk bonds, which is baffling to say the least. But then again, I'm not surprised it's fud. Leon Strategy didn't get any credit for its bitcoin holdings and the rating, which was deducted from the company's equity. He said for the company's rating to improve, it would be appropriate at some point in time bitcoin be treated differently and as a capital asset. And there you have it. And next up, we'll dive deeper into the Q3 earnings call and what was shared from Michael Sailor here. And yeah, Michael the Sailor man toot too. Watch out Popeye. Now for our feature story of the day. Sailor Strategy boost after hours as the firm posts 2.8 billion in Q3 income not too shabby, that's right. Shares and Strategy have risen nearly 6% after hours trading as bitcoin. Treasury Company reported a net income of 2.8 billion for its third quarter, down from the second quarter but still beating analysts expectations. Strategy on thirsty throwback Thursday reported diluted earnings per share 8.42 for three months ending September 30, exceeding the Wall street expectations of $8.15. It's 2.8 million income for the quarter was a major jump from the 340 million lost the same time a year ago, but a fall from the record 10 billion that income for Q2 shares in Strategy climbed 5.7% after hours, over $269 after ending the trading session on Thursday down 7.5% at an over 6 monon low of $254. Strategy has the largest stockpile of Bitcoin, over 640,000 Bitcoin. Just FYI the decline of the price of bitcoin and Strategy stock has squeezed its m NAV to 1.05x, falling from the peak of 3.89x in November after Bitcoin rocketed after Trump's US election win, according to the Strategy Tracker. As you know and every Sunday like clockwork, typically, Sailor will post that which is ultimately a precursor to a big acquisition announcement the following day. Strategy said his bitcoin Yield has hit 26% thus far this year at a $13 billion gain and a reaffirmed its full year outlook of hitting 30% Bitcoin yield with a net income of $24 billion. Based on its estimation, the Bitcoin will reach 150,000, which we covered in great detail in the recent pod. If you missed it, make sure to check it out and let me know if you agree with the gigachad. The company meanwhile added 42,706 Bitcoin over the third quarter and currently holds a grand total of 640,031 BTC as of September 30th. It has since continued its buys and currently huddles 648,08 Bitcoin total as of Sunday, which Strategy said was bought at an average cost of just above 74, 000 per Bitcoin. And I remind you back in 2020 before Sailor adopted Bitcoin and put it on the balance sheet as the public first publicly trade company to do so, their net what is it their market cap strategy which was back then MicroStrategy $400 million today close to 80 billion and it's even been higher depending upon where the stock is at and all those different things. But just by implementing bitcoin right they completely transformed and again an average buying price of 74000 and Sailor proudly says we'll be buying the top forever. Laura and he does genuinely believe that Bitcoin will continue to see 30% annualized gains every year over the course or I should say on average over the course of the next 20 years which would lead Bitcoin to 20 million per coin in sailors longterm prediction short term Q4. He just recently reiterated 150,000 hit 150. We need practically a 41,000 price gain from today's price which would mean November December. We need about a 50% gain on the current price action to hit those targets. Do you think we're likely to do that? Let me know. Yay or nay. And welcome everyone to the Q A segment. Happy Huddle wi. I can stick around for maybe five more minutes max and then I have the honor of skedaddling and picking up my little one from school and celebrating Halloween Puerto Rico style. And who knows, maybe I'll summon the tail and I will be gohan this Halloween. I'm still working on that. 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 A. And I look forward to seeing you on tomorrow's episode. Hoddle.
A
Morning Zoe got donuts Jeff Bridges.
B
Why are you still living above our garage?
A
Well I dig the mattress and I want to be in a T mobile commercial like you teach me so Dana.
B
Oh no, I'm not really prepared. I couldn't possibly 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.
D
Wow.
A
Impressive. Let me try T Mobile is the best place to get iPhone 17 Pro because they've got the best network.
C
Nice.
B
Jeffrey, you heard them.
A
T Mobile is the best place to.
D
Get the new iPhone 17 Pro on us with eligible traded in any condition.
A
So what do we have for logic?
B
Dude, my work here is done.
E
24 monthly bill credit is on experience beyond for well qualified customers plus tax and $35 device connection charge credit send and balance due if you pay off for 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 O Speed Test Intelligence.
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Title: Bitcoin Turns 17 – First Red October in 7 Years, Saylor Posts $2.8B Profit
Date: October 31, 2025
Host: JV (with special mention to Fed chair “Nipinator”)
This Halloween episode marks the 17th anniversary of the Bitcoin white paper and takes a deep dive into key market events:
JV delivers his classic high-energy, “stack hard, stay sovereign” commentary and repeatedly encourages listeners to look past short-term pain with an eye toward November and Q4.
[02:00–06:00]
The Numbers Today:
Market Winners & Losers:
Fear & Greed Index:
Technical Analysis (“TA for the Brosis”):
“Unfortunately, Rex City across the board. Only a handful of coins in the green. And, ironic, the two big gainers? Zcash and Dash—two privacy coins.”
— JV, [05:09]
[06:00–11:00]
Historical Context:
Reasons for the Drop:
Upcoming Q4 Outlook:
“October is statistically the second best month for Bitcoin. This was the worst October since the 2018 bear market. Only the third red October since 2013. So this is very rare.”
— JV, [08:37]
“November, historically Bitcoin’s best month, averaging 46% across 12 years since 2013. If history was to rhyme, we can anticipate 78% gains between now and the end of the year.”
— JV, [10:30]
[12:30–15:00]
Historical Reflection:
Market Cap Perspective:
[15:30–20:30]
News:
Details:
“The project will deploy Canaan’s new Avalon A1566… for real-time grid balancing and energy efficiency optimization... Mining hardware isn’t just burning power — these miners can now help stabilize entire national grids.”
— JV, [16:45–17:55, paraphrased]
[20:35–23:35]
“Zcash surged to an over eight-year high: $388. Arthur Hayes just blaze is suggesting 10,000... It's up another 7.6% last 24 hours.”
— JV, [21:25]
“I want to emphasize this isn’t some s**tcoin. It’s a multi-billion dollar asset and makes this kind of performance even more remarkable.”
— Quoting Moonrock Capital’s Simon Ddck, [23:10]
[23:40–31:30]
Saylor’s “Strategy” Q3 Earnings:
Outlook & Strategy:
Market Skepticism:
“I don’t think we would ever say we would never, never, never ever. But we would say the plan, the strategy, the focus, is to sell digital credit, improve the balance sheet, buy bitcoin, and communicate that to the credit and equity investors.”
— Michael Saylor (via JV), [28:35]
“Saylor proudly says we’ll be buying the top forever, Laura. And he does genuinely believe bitcoin will continue to see 30% annualized gains every year... which would lead bitcoin to $20 million per coin in Sailor’s long term prediction.”
— JV, [30:25]
[31:30–33:20]
| Segment | Timestamp | |-----------------------------------------------|------------| | Market Watch, Daily BTC Analysis | 02:00–06:00| | First Red October in 7 Years | 06:00–11:00| | Q4 November Bullish Outlook | 10:19–12:30| | Bitcoin White Paper Anniversary | 12:30–15:00| | Mining & Grid Stability, Canaan News | 15:30–20:30| | Zcash Surges, Privacy Coin Discussion | 20:35–23:35| | Saylor/Strategy Q3 Earnings & M&A Stance | 23:40–31:30| | Listener Q&A & Wrap-up | 31:30–33:20|
The host, JV, delivers his analysis with trademark hype, irreverence, and clear maximalist conviction — peppered with pop culture references and plenty of “stack hard” encouragement. The show maintains a "No BS, all-Bitcoin, no altcoin" policy but offers respectful coverage of privacy-coin dynamics.
Recommended: Listen to [10:19–12:30] and [23:40–31:30] for the most actionable insights on Q4 market prospects and Saylor’s bitcoin strategies.