Crypto Alert: Sentiment Is Turning

[00:01] there? Everyone in crypto can feel that and that's because the AI trade, yeah, a lot of the hot names have just collapsed, right? Uh that's not to say AI the whole entire thing's going to collapse. I don't believe that, but the

[00:13] hot money is out of those trades now. And then people come back to Bitcoin and moving average. Bitcoin's going up, we know that. That's it. It's going up and it's a great price cuz it's near the 200 week.

[00:27] But there's a lot of positivity starting to come through and you can just feel that the hot money is starting to say, wait, Bitcoin's actually a really good where it is compared to all of these ultra hot AI names which are all coming

[00:40] those. Wait, we have to go somewhere else. Oh yeah, Bitcoin's obviously at a great price right now. So look, the Clarity Act looks like all hurdles are being, you know, taken out. So this is good news.

[00:54] It's fantastic news for crypto, certainly and Bitcoin. But look, How How How is this not going to go through? JP Morgan, BlackRock, you're seeing tokenization just absolutely

[01:08] It's hard to think that they're going to do all of this whilst expecting no legislation to pass. So let's be hopeful on this one. Um maybe it'll go through by the end of the year,

[01:20] I believe, but look, all of the hurdles are being taken out. So that's good news. Tokenization is real. There will be a obviously, is it we already won. We won a long time

[01:34] back. We already won. And you get tested with the price, but has won. Whenever it sells off and becomes quite go back into that.

[01:47] thing. This is the best money. It's as simple as that. you have to see a few bull markets and bear markets through, right, if you're real. If you're a real investor, I think that's that's actually part of the the

[01:59] do trade crypto, Bitcoin, trade fiat assets, anything else, you can trade link in the description, they'll give you a deposit bonus to trade with as a new user. No one can trade. Not even Saylor. This is absolutely

[02:12] Saylor is one of the worst out there. He was aping 2 billion clips at the highest. Now he's uh stacking USD at the bottom. >> [laughter] >> Literally bought the high and sold the

[02:24] low. He's stacking USD at the bottom. Absolutely hilarious. It's It's the way it goes because he has more opportunity to sell stock during highs cuz people goes. It's absolutely hilarious. Top buy capitulation. This is how some

[02:39] people behave. Absolutely beyond comprehension. You buy the top and then sell the bottom. That's just not how it should work, right? You have to believe in a long-term growth rate of something and buy it consistently. It's the only

[02:52] A lot of the data shows that active managers do not about like the S&P and like uh fund managers here. Active managers, 80 or 90% of them over a 10-year period don't outperform the index. Cuz you're always

[03:06] through luck. So, basically, you can't outperform the index. And that's because eventually, over a 10-year period, lose all your money and make the wrong decision. So, the actually what we're

[03:19] doing here is saving value over time and waiting for humanity to increase the what investing is. People think they're making money. You're not making money. Okay, you're valuing the stock market in dollars. That's not That's not reality.

[03:32] don't They're not The stock market's not going up in value. These companies do not make money. They do not make money. Fiat currency is not money. What they do is make goods and services. So, what you can What you need is when you work and

[03:45] you gain some remuneration for that, you need to just hold that value and wait for other people to just make loads of stuff over time. That's why long-term time horizons are necessary because what you're doing is waiting every day for

[03:58] those people to work and produce the abundance. So, what you need is a store your value over time where you work for it, you got it, and then you actually wait for invention to occur so that goods and services, the unit price of

[04:12] what you're doing when you're investing. You're not making money. Fiat currency is not money. It's not value. It's a joke. So, all the the S&P goes up 12%. It's literally just staying flat in dollar terms. Now, you're outperforming

[04:27] people that hold dollars. Who holds dollars though? Everyone. Everyone knows that dollars are worthless, right? It's not going up in value. You're just holding that value over time and waiting for abundance to

[04:39] occur. That's why I hold Bitcoin. Oh, AI, it's great. They're going to make loads of money. What is money? They're not making money. They're making fiat. And if they want to debase the unit cost of goods and services, good for them.

[04:52] Bitcoin and wait for the unit price of everything to come down. Then when I spend it in the future, I will have more abundance. That's how it works. Percentage supply in profit. We are in a bear market. This is a great time to buy

[05:05] bear market. This is a great time to buy money. Do you want to buy money during a to the trend? I think so, right? I think it's pretty obvious and the sentiment say, "Do you know what? I don't care about the price. This is a fantastic

[05:18] price. I'm just going to buy it. I don't care about fad narratives or anything going to buy it." And then when everyone else when the confidence starts to come in, when the buyer of last resort just says, "Right, we're stepping in here."

[05:31] Well, I'll take a risk as well." And hope the bull market doesn't come anytime soon. Genuinely, I wish the price stays down here, stays soft for as long as possible. The two points I want

[05:43] going up in value. That's impossible. Nature doesn't create currency, we do. What we can create in nature is things, goods and services for an amount of Wealth is making those things for less

[05:57] And that's abundance. And poverty is when you get less productive, and you have less items, or those items take more energy, or more costly energy, There's a scarcity of energy in the UK, so industry can't work there.

[06:12] energy, not currency. The currency has to be printed, but these things aren't going up in value. Right, the S&P went sideways against the Fed's balance And what does that tell you? Well, the S&P don't make money. They make goods

[06:26] So, they can't make more money, can they? If you print 10% more, and the S&P makes 10% more, they've actually made nothing Is the amount of goods and services they made increased or decreased?

[06:40] manufacturing has gone offshore, maybe maybe it's actually worse. Maybe you're Right, it's not about the money, it's about the actual amount of goods and services that you create. If we want like if I hold Bitcoin,

[06:53] and then the AI trade has collapsed, and maybe Anthropic and OpenAI don't make as much money because the intelligent models are being open-sourced, how does that affect me holding Bitcoin? Uh well, they've just made abundance.

[07:06] They've used energy and intelligence to create more stuff for me. Bitcoin. And so, I've benefited from that.

[07:18] not charge you money to rise in the morning. I can just wait for this to play out. Right? And yeah, you can buy the Nasdaq index because they're going to monopolize the distribution of products and services because they make

[07:30] a lot of the printed cash. They use some of that cash to lobby for regulations, powerful people that entrench monopolies. percentage of whatever currency gets printed continually.

[07:44] So you can preserve value in that. You're not making money. All right. The other thing is you can't day trade this. You just can't day trade this, right? It's impossible. 80 to 90% of active fund managers don't outperform the

[07:56] index. The other 10% get lucky. It's something like that. Look it up on Google, right? So you can't you can't day trade this. It's too volatile. It's crazy. But we know that all of these pumped up trades are terrible value. And

[08:08] you we know that, right? You and me because we saw Bitcoin get bad value as well when it's very popular in 2020. Just crazy. In fact, if you look Just crazy. In fact, if you look at 2020 here, this price 5 years later

[08:22] almost 6 years later is the same. So you haven't got good forward returns from there. It was too high, right? It's just way too high above the my red line. This the red line is fine. I'm a long-term investor. I'll buy some

[08:36] Anything above the red line, you're really saying to yourself, "Look, man, this is this is not not the best value. It's crazy. It's pumped up. Maybe let buy, right? I mean, everything else going to be pumped up at the same price.

[08:49] So any hot trade in the media is inherently bad value. And all you have to do is make sure that you have the best store of value money. Could be the S&P, the Nasdaq, it's up to

[09:02] wait for all of this to happen. down costs and I can benefit in Bitcoin because and I can benefit in Bitcoin because Bitcoin is money and it's solid. It's

[09:16] scarce and it will price in actual goods and service creation. This money thing is something else. It's power and control and trying to manipulate behavior to get outcomes. That's that's different. I'm out of that. I don't want

[09:29] that. All right, I'm in Bitcoin. So look, hot trade SpaceX priced. $2 trillion valuation. Great company, but it's a it's a shitcoin, right? It's a low float high FDV shitcoin. JP Morgan

[09:45] brought it in, the most untrustworthy outfit in all of finance, right? Pumped it up, get everything out in the news, get everyone riled up about it. Get all the money in. Yeah. Right?

[09:58] So, that's it. Don't buy hyped-up stuff, but buy great things when everyone else is scared or out of them. So, now them. So, now at 120, below the IPO price,

[10:10] at 120, below the IPO price, was it 40% off the high? Much better value here if you're a long-term investor. But, maybe just buy the Nasdaq. Let the Nasdaq algorithm sort it out. What do

[10:25] you care, right? All we're doing is just saving our money and waiting for these I think Bitcoin is just the perfect money for that. But, I get the Nasdaq as well. I own both. If you trade Bitcoin, Nasdaq, you can trade

[10:38] you click the link in the description, sign up as a new user, make a deposit, Z GG. Thanks for watching and I'll see Z GG. Thanks for watching and I'll see you in the next one.