🔥 Get FREE ACCESS to Real Vision rvtv.io/3Y4t5Pw (00:00) - Sponsor: Kraken OTC (00:31) - Welcome back OSF and market updates. (01:44) - Impact of Trump assassination attempt on crypto. (02:18) - Analysis of Trump's influence on Bitcoin prices. (03:25) - Bitcoin as a strategic reserve asset for the US. (04:28) - JD Vance's Pro-crypto stance. (05:29) - Trump's upcoming speech at Bitcoin Nashville. (06:00) - Potential implications of US government holding Bitcoin. (07:02) - Benefits of Bitcoin as a strategic reserve asset. (08:27) - Global acceptance of Bitcoin as digital gold. (10:05) - Crypto's outperformance against macro trends. (11:01) - Breaking the correlation between crypto and stocks. (12:05) - Shifts in crypto supply and demand. (12:38) - Chevron deference and SEC's power. (13:39) - Importance of political support for crypto. (14:15) - Regulatory shifts and their impact on crypto. (15:48) - Macro analysis: Solana, Ethereum, Bitcoin. (16:25) - Ethereum ETF and fee structures. (17:02) - Impact of Grayscale's fee decisions on ETH. (18:26) - Net flow analysis for Ethereum ETFs. (20:00) - Solana's performance and market trends. (21:29) - Solana's inflation vs. economic value. (23:00) - The importance of inflation rates for crypto assets. (25:19) - Differences in architecture between ETH and Solana. (26:30) - Grayscale's new AI fund and market implications. (27:42) - Traditional finance adoption of crypto. (29:05) - Importance of retail ETFs in crypto market. (30:04) - TradFi's impact on altcoins. (31:06) - Pro-crypto political agenda's effect on ETFs. (32:04) - Polymarket's rise and prediction markets. (33:18) - Crypto's killer app: prediction markets. (35:28) - The importance of jurisdiction in prediction markets. (36:33) - US regulations and crypto prediction markets. (37:02) - Introduction to "Left Curve Corner." (37:28) - Cat coins reaching all-time highs. (38:55) - Polymarket's impact on meme coins. (39:32) - Solana meme coins' performance. (40:03) - Doodles trailer and NFT market reaction. (41:00) - Market analysis of meme coins and Solana. (42:38) - Solana's influence on meme coin market. (44:41) - Predictions for meme coin and altcoin market. (46:00) - Discussion on meme coin investments. (47:26) - Long-term crypto allocations. (48:30) - Evaluating Ethereum's ETF impact. (49:05) - Recent changes in crypto portfolio. (50:18) - Strategy for handling market volatility. (52:11) - Selling Bitcoin at the top of the cycle. (53:30) - Dollar-cost averaging and exit strategies. (54:30) - Importance of having a selling plan. (55:31) - Closing remarks and future outlook.
Great insight as usual. I’m riding the eth etf. Pulsechain (PLS) is overlooked is it the SOL of the next cycle? Great community- many solid projects. Not a shill. I’m a believer.
The US has in excess of 30 trillion USD in debt. The BTC marketcap is today around 1.3T. The US won't be able to purchase all BTC out there... BTC will have to go far higher before it can strategically affect the outcome for the US. In either way, households need to hold BTC to protect them from debasement.
🔥 Get FREE ACCESS to Real Vision rvtv.io/3Y4t5Pw
(00:00) - Sponsor: Kraken OTC
(00:31) - Welcome back OSF and market updates.
(01:44) - Impact of Trump assassination attempt on crypto.
(02:18) - Analysis of Trump's influence on Bitcoin prices.
(03:25) - Bitcoin as a strategic reserve asset for the US.
(04:28) - JD Vance's Pro-crypto stance.
(05:29) - Trump's upcoming speech at Bitcoin Nashville.
(06:00) - Potential implications of US government holding Bitcoin.
(07:02) - Benefits of Bitcoin as a strategic reserve asset.
(08:27) - Global acceptance of Bitcoin as digital gold.
(10:05) - Crypto's outperformance against macro trends.
(11:01) - Breaking the correlation between crypto and stocks.
(12:05) - Shifts in crypto supply and demand.
(12:38) - Chevron deference and SEC's power.
(13:39) - Importance of political support for crypto.
(14:15) - Regulatory shifts and their impact on crypto.
(15:48) - Macro analysis: Solana, Ethereum, Bitcoin.
(16:25) - Ethereum ETF and fee structures.
(17:02) - Impact of Grayscale's fee decisions on ETH.
(18:26) - Net flow analysis for Ethereum ETFs.
(20:00) - Solana's performance and market trends.
(21:29) - Solana's inflation vs. economic value.
(23:00) - The importance of inflation rates for crypto assets.
(25:19) - Differences in architecture between ETH and Solana.
(26:30) - Grayscale's new AI fund and market implications.
(27:42) - Traditional finance adoption of crypto.
(29:05) - Importance of retail ETFs in crypto market.
(30:04) - TradFi's impact on altcoins.
(31:06) - Pro-crypto political agenda's effect on ETFs.
(32:04) - Polymarket's rise and prediction markets.
(33:18) - Crypto's killer app: prediction markets.
(35:28) - The importance of jurisdiction in prediction markets.
(36:33) - US regulations and crypto prediction markets.
(37:02) - Introduction to "Left Curve Corner."
(37:28) - Cat coins reaching all-time highs.
(38:55) - Polymarket's impact on meme coins.
(39:32) - Solana meme coins' performance.
(40:03) - Doodles trailer and NFT market reaction.
(41:00) - Market analysis of meme coins and Solana.
(42:38) - Solana's influence on meme coin market.
(44:41) - Predictions for meme coin and altcoin market.
(46:00) - Discussion on meme coin investments.
(47:26) - Long-term crypto allocations.
(48:30) - Evaluating Ethereum's ETF impact.
(49:05) - Recent changes in crypto portfolio.
(50:18) - Strategy for handling market volatility.
(52:11) - Selling Bitcoin at the top of the cycle.
(53:30) - Dollar-cost averaging and exit strategies.
(54:30) - Importance of having a selling plan.
(55:31) - Closing remarks and future outlook.
its wild people are still asking when to sell the most scarce asset on earth.. you trade in and out of everything else not bitcoin
Great insight as usual. I’m riding the eth etf. Pulsechain (PLS) is overlooked is it the SOL of the next cycle? Great community- many solid projects. Not a shill. I’m a believer.
MEW on Solana 🚀
The US has in excess of 30 trillion USD in debt. The BTC marketcap is today around 1.3T. The US won't be able to purchase all BTC out there... BTC will have to go far higher before it can strategically affect the outcome for the US. In either way, households need to hold BTC to protect them from debasement.
Kaspa will replace all, digital silver
Amazing content.
Much appreciated
Taking chips off on 100k bitcoin is too bearish
Ever lookup what the names satoshi and nakamoto mean? Remember, last name first in Japanese 😊😉🤫
Lets go
Thank you for your support!
@@RealVisionFinance thank you for the knowledge
The intro guy seemed nervous or sad
ATH end 2024
ATH mod 2025
Silly
Look into Kaspa