1 00:00:00,200 --> 00:00:03,840 US politician Sherry Biggs just made a huge bet and followed the 2 00:00:03,840 --> 00:00:06,960 purchase up to 250K worth of Bitcoin. 3 00:00:07,160 --> 00:00:09,880 When people in Congress make bets like these, they know 4 00:00:09,880 --> 00:00:12,280 something that we don't. But she's not the only one. 5 00:00:12,440 --> 00:00:15,480 What is your current ownership of Bitcoin in terms of like 6 00:00:15,480 --> 00:00:18,640 portfolio percentage? I think probably 90 something 7 00:00:18,640 --> 00:00:22,760 percent of my net worth is is Bitcoin and how do I deal with 8 00:00:22,760 --> 00:00:25,440 it? Don't do anything you said 9090. 9 00:00:25,640 --> 00:00:27,400 This was from an interview last week. 10 00:00:27,720 --> 00:00:30,240 That's Arthur Hayes, the billionaire who started buying 11 00:00:30,240 --> 00:00:33,080 Bitcoin back in 2013. What do they know? 12 00:00:33,080 --> 00:00:34,920 The best returns for Bitcoin have been when we. 13 00:00:35,040 --> 00:00:37,640 Today we're going to cover the data and charts that are all 14 00:00:37,640 --> 00:00:39,360 saying Bitcoin is about to explode. 15 00:00:39,480 --> 00:00:42,280 Are you prepared? This is Dante Cook with Bitcoin. 16 00:00:42,280 --> 00:00:50,320 Simply, let's go. Why is 90% of billionaire Arthur 17 00:00:50,320 --> 00:00:52,480 Hayes's portfolio in Bitcoin right now? 18 00:00:52,680 --> 00:00:56,400 Why did politician Sherry Biggs just filed to buy between 100K 19 00:00:56,440 --> 00:00:59,920 and 250K worth of Bitcoin? You know when the Nancy Pelosi 20 00:00:59,920 --> 00:01:02,560 stock tracker picks you up, things can get spicy. 21 00:01:02,720 --> 00:01:05,080 It's probably because she just watched this interview with 22 00:01:05,080 --> 00:01:08,000 Jordy Visser on CNBC. Let's check it out. 23 00:01:08,200 --> 00:01:11,040 I'll put my neck out on the line here and say the next time I see 24 00:01:11,040 --> 00:01:13,200 Bitcoin will be significantly higher. 25 00:01:13,520 --> 00:01:14,880 There's two catalysts that are happening. 26 00:01:14,880 --> 00:01:17,680 Last week, Bitcoin outperformed software significantly. 27 00:01:17,680 --> 00:01:21,360 If go back to when the stock market started to rally, we saw 28 00:01:21,360 --> 00:01:25,400 breaking correlations between crude trading higher by $11.00 29 00:01:25,400 --> 00:01:28,480 and yet the S&P 500 finished slightly up to unchanged on a 30 00:01:28,480 --> 00:01:30,080 Friday and then we came in the next day. 31 00:01:30,360 --> 00:01:32,720 Once you kind of break those correlations between things 32 00:01:32,720 --> 00:01:35,200 where people think, oh, software is down, that means Bitcoin 33 00:01:35,200 --> 00:01:37,560 should go down. Software was down hard last 34 00:01:37,560 --> 00:01:40,280 week, but Bitcoin was up. And so I think we broke that 35 00:01:40,280 --> 00:01:42,040 correlation. But there's one important thing, 36 00:01:42,040 --> 00:01:44,280 and I highlighted this in a paper I wrote this weekend, 37 00:01:45,200 --> 00:01:47,080 we're getting into negative real rate territory. 38 00:01:47,080 --> 00:01:50,080 So year over year CPI is now at 3.3%. 39 00:01:50,560 --> 00:01:52,560 The next time we get a CPI print, you're going to have year 40 00:01:52,560 --> 00:01:55,960 over year CPI above where three month bills are. 41 00:01:56,400 --> 00:01:58,440 The best returns for Bitcoin have been when we've had 42 00:01:58,440 --> 00:02:00,280 negative real yields. And I think we're going to be in 43 00:02:00,280 --> 00:02:03,160 a situation with negative real yields for quite some time 44 00:02:03,520 --> 00:02:05,840 because I don't think inflation is going to come down sharply. 45 00:02:05,840 --> 00:02:07,760 And I think we're going to have a problem with how the Fed is 46 00:02:07,760 --> 00:02:10,199 going to deal deal with inflation, with slowing growth 47 00:02:10,199 --> 00:02:11,480 and with the affordability issues. 48 00:02:11,480 --> 00:02:15,160 So all of these things feed into a very positive backdrop for 49 00:02:15,280 --> 00:02:18,000 Bitcoin and you have some positive technical signals with 50 00:02:18,000 --> 00:02:21,560 a a weekly MACD crossover. I'm going to go with bitcoins 51 00:02:21,560 --> 00:02:24,240 higher the next time I see. This is Bitcoin simply. 52 00:02:24,360 --> 00:02:27,320 I love breaking down complex topics for the average person in 53 00:02:27,320 --> 00:02:30,800 a way that they can understand. When Jordy Visser says that 100% 54 00:02:30,920 --> 00:02:34,480 of bitcoins returns come after negative real yields, what does 55 00:02:34,480 --> 00:02:38,200 he mean by negative real yields? The term real yield comes from 56 00:02:38,200 --> 00:02:41,840 the difference between what you earn in risk free assets like 57 00:02:41,840 --> 00:02:45,760 bonds or what he says 3 month treasury bills and what actual 58 00:02:45,760 --> 00:02:48,400 inflation numbers are. So if your money market pays you 59 00:02:48,400 --> 00:02:51,920 5% and inflation is 2%, well then you have a real yield of 60 00:02:51,920 --> 00:02:53,640 3%. But what happens if the three 61 00:02:53,640 --> 00:02:57,520 month T-bills are 3 1/2% and inflation is running at 4%? 62 00:02:57,800 --> 00:03:02,040 Well, you have a .5% negative real yield and this means that 63 00:03:02,040 --> 00:03:04,080 every dollar that you have sitting in this money market 64 00:03:04,080 --> 00:03:06,000 account is actually losing you money. 65 00:03:06,320 --> 00:03:10,040 So advisors or other people will start to allocate your assets 66 00:03:10,040 --> 00:03:14,680 for you into riskier assets. Assets like Bitcoin, assets like 67 00:03:14,680 --> 00:03:16,920 equities. And This is why Bitcoin returns 68 00:03:16,920 --> 00:03:19,360 tend to explode after yields go negative. 69 00:03:19,640 --> 00:03:21,640 People are just seeking higher returns. 70 00:03:21,880 --> 00:03:23,720 Makes sense. But this doesn't explain 71 00:03:23,720 --> 00:03:26,960 bitcoins run from under 70K to 78K last week. 72 00:03:27,160 --> 00:03:29,720 Something bigger is happening and it's this. 73 00:03:29,720 --> 00:03:34,080 The increasingly fractious world and the creasing changes to the 74 00:03:34,080 --> 00:03:37,800 global monetary order have opened up a space for Bitcoin. 75 00:03:37,840 --> 00:03:42,000 And if Bitcoin could be both a store of value and a actual? 76 00:03:42,000 --> 00:03:44,120 Currency. Then the price targets we've 77 00:03:44,120 --> 00:03:46,720 been talking about and a bit wise, we've been talking about, 78 00:03:46,800 --> 00:03:51,880 you know, $1.3 million by 2035. I think you have to ratchet that 79 00:03:51,880 --> 00:03:56,160 up maybe another $1,000,000 increment because that's a huge 80 00:03:56,280 --> 00:03:59,560 addressable market. I think it's directly the reason 81 00:03:59,560 --> 00:04:02,720 we've been rallying through this Iran conflict and it makes me 82 00:04:02,800 --> 00:04:05,720 very optimistic long term for where Bitcoins headed. 83 00:04:05,920 --> 00:04:09,520 I don't necessarily believe with a $2.3 million price target or 84 00:04:09,520 --> 00:04:12,720 that Bitcoin is actually becoming a currency, but there's 85 00:04:12,720 --> 00:04:15,280 no question that the perception around Bitcoin is changing. 86 00:04:15,440 --> 00:04:18,640 When a $10 trillion global bank like Morgan Stanley post a 87 00:04:18,640 --> 00:04:23,480 Bitcoin wallet address publicly for everyone to see the 1340 88 00:04:23,480 --> 00:04:26,240 Bitcoin that they own worth about $100 million, well then 89 00:04:26,240 --> 00:04:29,240 that is a signpost that Wall Street is finally adopting 90 00:04:29,240 --> 00:04:30,840 Bitcoin and you need to get on board. 91 00:04:31,040 --> 00:04:33,520 And this is huge because these are the brokers having 92 00:04:33,520 --> 00:04:36,560 conversations with people like Shohei Otani and listen to this 93 00:04:36,560 --> 00:04:39,360 conversation. Hey, Shohei, want some Ethereum? 94 00:04:40,240 --> 00:04:42,320 What about overpriced Los Angeles real estate? 95 00:04:43,760 --> 00:04:46,360 What about over collateralized AAA bonds? 96 00:04:47,320 --> 00:04:50,480 Bitcoin. That's because guys like Shohei 97 00:04:50,480 --> 00:04:53,040 Otani are smart. They're thinking about the long 98 00:04:53,040 --> 00:04:55,520 term and beyond. Just gut feel. 99 00:04:55,680 --> 00:04:58,240 This is what the data is actually saying about Bitcoin. 100 00:04:58,280 --> 00:05:01,000 In a recent study done by On Ramp, there have been 7 101 00:05:01,000 --> 00:05:04,600 geopolitical crises since 2020. When looking at the 60 day 102 00:05:04,600 --> 00:05:08,920 forward returns of the S&P 500, gold and Bitcoin, well, there 103 00:05:08,920 --> 00:05:12,400 was a clear winner. The S&P 500 was +6 out of seven 104 00:05:12,400 --> 00:05:17,240 times gold, the laggard 5 out of seven times Bitcoin +7 out of 105 00:05:17,240 --> 00:05:19,800 seven times. Every crisis exposes 106 00:05:19,800 --> 00:05:23,320 counterparty risk and Bitcoin is proving that it's not only 107 00:05:23,320 --> 00:05:26,840 better than them in percentage terms of returns, but also in 108 00:05:26,840 --> 00:05:29,240 its consistency. Bitcoin is the asset that people 109 00:05:29,240 --> 00:05:32,040 turn to in a global crisis. But let's look at some more data 110 00:05:32,320 --> 00:05:35,120 this time for my friend Zay Isaiah Douglas from Swan 111 00:05:35,120 --> 00:05:36,920 private. Every time Bitcoin has had a 112 00:05:36,920 --> 00:05:40,600 major draw down below it's 100 day simple moving average and 113 00:05:40,600 --> 00:05:44,160 then it's reclaimed it it's been higher 90 three days later, not 114 00:05:44,160 --> 00:05:49,240 8 out of nine times every single time since 2015, a perfect track 115 00:05:49,240 --> 00:05:51,800 record here's what Isaiah says in his analysis. 116 00:05:51,960 --> 00:05:55,080 The 90 day medium return after it claimed it's 100 day simple 117 00:05:55,080 --> 00:06:00,440 moving average is 47%. The 180 day median is 89%. 118 00:06:00,680 --> 00:06:03,720 But despite what the data says, Bitcoin still has risks I. 119 00:06:03,720 --> 00:06:05,040 Don't want to talk about quantum, I talk. 120 00:06:05,040 --> 00:06:07,680 I want to talk about the liquidity side, the draw down 121 00:06:07,680 --> 00:06:12,240 side, clarity act, whatever you think is kind of you know what, 122 00:06:12,240 --> 00:06:16,440 what is kind of if anything holding the market back or 123 00:06:16,720 --> 00:06:18,840 potentially something that you're worried about going. 124 00:06:18,840 --> 00:06:21,440 Forward, yeah. The interesting thing LG is 125 00:06:21,440 --> 00:06:22,680 that. Before we dive into this 126 00:06:22,680 --> 00:06:26,120 conversation between LG and James Lavish on Milk Rd. let me 127 00:06:26,120 --> 00:06:28,400 tell you about a few companies that I personally use and 128 00:06:28,400 --> 00:06:31,720 recommend to people in Bitcoin. The first one is Leaden because 129 00:06:31,720 --> 00:06:33,640 they allow you to keep their best asset. 130 00:06:33,680 --> 00:06:36,720 It's going up forever, Laura. And with that you don't want to 131 00:06:36,720 --> 00:06:39,480 sell it for Fiat dollars which are going down in value versus 132 00:06:39,480 --> 00:06:42,040 scarce assets. Letting allows people to borrow 133 00:06:42,040 --> 00:06:44,840 against their Bitcoin in an institutional grade way. 134 00:06:45,040 --> 00:06:47,760 Borrow up to 50% loan to value against your Bitcoin. 135 00:06:47,800 --> 00:06:50,480 Meaning if you have $1000 Bitcoin stack that you post as 136 00:06:50,480 --> 00:06:54,400 collateral, you can get $500 worth of Fiat in less than six 137 00:06:54,440 --> 00:06:57,080 hours in your account. It's not re hypothecated. 138 00:06:57,080 --> 00:07:00,640 They only work with Bitcoin and the loans are between 9.9 and 139 00:07:00,640 --> 00:07:04,280 11.49% which is about half of what you could get with a credit 140 00:07:04,280 --> 00:07:06,600 card. Repay it anytime with no credit 141 00:07:06,600 --> 00:07:08,760 checks. Go to learn dot LED N dot AO 142 00:07:08,760 --> 00:07:11,480 slash simply to get started. It's a product that I personally 143 00:07:11,480 --> 00:07:14,320 use when I don't want to sell my Bitcoin and I need cash 144 00:07:14,320 --> 00:07:17,800 liquidity to buy something else that's also a scarce asset. 145 00:07:17,840 --> 00:07:21,120 Another company that I recommend and another tactic I recommend 146 00:07:21,120 --> 00:07:24,280 always is getting a coach. Never go about learning new 147 00:07:24,280 --> 00:07:26,720 things alone. Coaches from The Bitcoin Way 148 00:07:26,720 --> 00:07:30,080 have been trained to help you learn how to keep your Bitcoin 149 00:07:30,080 --> 00:07:34,040 stack safe, private, and secure, not only for you, but for you 150 00:07:34,160 --> 00:07:36,880 and your family members. A member of their team will get 151 00:07:36,880 --> 00:07:39,200 on the phone and talk you through exactly how to set up 152 00:07:39,200 --> 00:07:42,680 Bitcoin at your house, set up your keys so that there are 153 00:07:42,680 --> 00:07:45,800 multiple locations, and to make sure that your family never 154 00:07:45,800 --> 00:07:48,480 loses your Bitcoin stack. Schedule a free meeting with the 155 00:07:48,480 --> 00:07:51,680 team at the bitcoinway.com/partner/dante 156 00:07:51,680 --> 00:07:53,440 Dash Cook. Tell them I sent. 157 00:07:54,000 --> 00:07:57,920 You the interesting thing LG is that, you know, years ago I 158 00:07:57,920 --> 00:08:02,000 thought, well, once once institutions get into this, 159 00:08:02,520 --> 00:08:04,760 that's it. It's going to be it like you, 160 00:08:04,760 --> 00:08:08,800 you're going to be left behind and it's it's off to the races. 161 00:08:09,200 --> 00:08:12,880 The funny thing is, and this is this comes to what I think is 162 00:08:12,880 --> 00:08:17,920 the big biggest risk to Bitcoin, which is just the delays of 163 00:08:17,920 --> 00:08:21,640 people understanding it and and embracing it. 164 00:08:22,240 --> 00:08:28,480 And the here's a funny thing is that somehow, once again, Wall 165 00:08:28,480 --> 00:08:31,280 Street has figured out a way to get in there before retail. 166 00:08:31,640 --> 00:08:36,679 And it there's so much noise around Bitcoin and there's so 167 00:08:36,679 --> 00:08:42,559 much negativity around it in the media that by and large, we're 168 00:08:42,559 --> 00:08:46,320 in our little bubble over here. But by and large, the vast 169 00:08:46,320 --> 00:08:48,200 majority of people do not understand it. 170 00:08:48,360 --> 00:08:51,480 They don't trust it and they think that it's a, it's for 171 00:08:51,480 --> 00:08:56,560 criminals and for money launderers and for, you know, 172 00:08:57,080 --> 00:09:00,000 people traffickers. They do not get it. 173 00:09:00,160 --> 00:09:04,160 And so, funny enough, I thought, and I've been saying it for 174 00:09:04,160 --> 00:09:07,560 years, that you can get in before Wall Street takes over, 175 00:09:07,560 --> 00:09:12,120 but Wall Street is taking over. Wall Street is taking over. 176 00:09:12,280 --> 00:09:15,080 I mean, just look at Morgan Stanley posting a public Bitcoin 177 00:09:15,080 --> 00:09:18,160 address. The biggest risk in Bitcoin is 178 00:09:18,160 --> 00:09:19,720 that people still don't understand it. 179 00:09:19,800 --> 00:09:22,520 If you watch my last episode, you see a conversation between 180 00:09:22,520 --> 00:09:25,120 Jon Stewart and Ben McKenzie where they're talking about 181 00:09:25,120 --> 00:09:28,760 Bitcoin is used for illicit activities across the globe. 182 00:09:29,120 --> 00:09:31,800 Even though the dollar is used for 30 times more criminal 183 00:09:31,800 --> 00:09:34,520 activity across the globe, they talk about it in terms of 184 00:09:34,520 --> 00:09:37,280 criminal investigations, fraud, and even Epstein. 185 00:09:37,440 --> 00:09:40,040 This is the main narrative and This is why people don't fully 186 00:09:40,040 --> 00:09:42,440 understand Bitcoin. But in this episode, I give you 187 00:09:42,440 --> 00:09:46,040 a ton of reasons why this is a great time to consider Bitcoin. 188 00:09:46,280 --> 00:09:48,720 One of the main narratives that we heard last week was that 189 00:09:48,720 --> 00:09:52,480 Bitcoin was created by the CIA. But Professor Jiang highlights 190 00:09:52,480 --> 00:09:55,320 the real problem that we're all facing, the problem that they 191 00:09:55,320 --> 00:09:58,120 want to distract you from. Remember that America is sitting 192 00:09:58,120 --> 00:10:02,480 on $39 trillion in debt. And so the American economy is a 193 00:10:02,480 --> 00:10:06,920 Pontius scheme that relies on foreign nations to continually 194 00:10:06,920 --> 00:10:10,400 buy U.S. dollars. So the US economy would not be 195 00:10:10,400 --> 00:10:14,280 able to withstand essentially American withdrawal from the 196 00:10:14,280 --> 00:10:16,760 Middle East. So the markets are stuck where 197 00:10:16,760 --> 00:10:18,560 they are right now, unfortunately. 198 00:10:18,920 --> 00:10:21,080 Bingo. We're living in a Ponzi scheme 199 00:10:21,080 --> 00:10:24,440 with $39 trillion worth of debt, and that's why we can't pull out 200 00:10:24,440 --> 00:10:26,000 of endless wars in the Middle East. 201 00:10:26,760 --> 00:10:30,240 We need more people to continue to use the dollar system, which 202 00:10:30,240 --> 00:10:32,920 is being weaponized against them more and more frequently. 203 00:10:33,080 --> 00:10:35,040 That's the real problem and everyone knows it. 204 00:10:35,160 --> 00:10:37,960 How will you protect yourself when yields go negative? 205 00:10:38,320 --> 00:10:40,640 Will you trust the data that when Bitcoin reclaims its 206 00:10:40,640 --> 00:10:43,480 hundred day simple moving average, it goes up on average 207 00:10:43,640 --> 00:10:47,200 42 to 90% over the next 180 days? 208 00:10:47,360 --> 00:10:49,960 Will you trust the fact that the data says that when there's 209 00:10:49,960 --> 00:10:52,280 geopolitical crises, Bitcoin goes higher? 210 00:10:52,480 --> 00:10:55,280 This isn't just YouTube speak. It's the actual data. 211 00:10:55,400 --> 00:10:57,920 And you won't find this kind of information anywhere else 212 00:10:57,920 --> 00:11:00,560 because we keep it real and we bring you the alpha. 213 00:11:00,800 --> 00:11:04,080 We drop alpha like this seven days a week and that's why if 214 00:11:04,080 --> 00:11:07,000 you haven't already subscribed to the channel, you should do so 215 00:11:07,160 --> 00:11:10,080 and if you haven't already started buying Bitcoin in a way 216 00:11:10,080 --> 00:11:13,520 that maximizes your tax obligation well, you should 217 00:11:13,520 --> 00:11:16,840 consider Bitcoin mining with the big beautiful bill passing 218 00:11:16,840 --> 00:11:20,120 section 179 D can work in your favor when you buy a Bitcoin 219 00:11:20,120 --> 00:11:23,480 machine offset the cost of these machines while having SAS mining 220 00:11:23,480 --> 00:11:26,800 manage all of the other parts about Bitcoin mining the hosting 221 00:11:26,800 --> 00:11:29,760 repairing machines, saying it to your wallet, keeping your 222 00:11:29,760 --> 00:11:32,840 Bitcoin flowing while you sleep. They take care of all of that, 223 00:11:33,040 --> 00:11:35,720 so get started by using the QR code on the screen. 224 00:11:35,880 --> 00:11:38,920 This is Dante Cook with Bitcoin. Simply happy stacking.