#Bitcoin #Ethereum #ETHBTC #MtGox #Celsius #Enron #FedPivot #NewFAANG
DISCLAIMER: The information contained in this video is for informational and educational purposes only. Nothing herein shall be construed to be financial legal or tax advice. The content of this video is solely the opinion(s) of the speaker who is not a licensed financial advisor or registered investment advisor. Trading equities or cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome.
00:00 Introduction
01:05 We know TSLA, Goog etc make up your major Equity holdings; Are you constantly looking for a new ‘Alpha’ to hedge / ride the growth chain with? GOOG/AMZ obvs more steady than ‘rocket propelled’.
01:55 FAANG vs SPX last 8 Years
02:39 FAANG is 3/5ths Slowing Down
03:12 New FANG
03:37 MANTA is the New FANG
04:08 My MANTA Additions
05:00 Has a “token release” date been set regarding the Mount Gox dump?
05:06 The Eth merge is timed to almost sync with the Mount Gox dump of 140,000 Bitcoin. Could we see the flippening?
05:30 Mt. Gox Rehabilitation Plan
06:34 Not Likely to Impact
08:13 Ethereum Flippening?
09:00 ETH:BTC Pair Update ETH needs a 2.5X
09:56 What sort of impact can we expect, if any, due to the SOL lawsuit?
10:08 Solana Sued?
11:10 All is Not Lost
12:40 I hear Celsius being compared to Lehman Bros for crypto. If the bankruptcy announcement cites a liquidation of remaining digital assets what could be the possible fallout and would you buy in that moment?
13:12 3AC I would Argue is the Lehman LMExp
13:58 We are a Part of Financial History
14:54 Lehman Bankruptcy and the GFC
15:33 Enron Bankruptcy and the Dotcom Bubble
16:33 Why are spot and future markets (e.g. BTC/USD and BTC-perp) always synchronized, even though it seems there is less activity on the spot market right now (on ftx)? Are exchanges manipulating the spot market price based on future markets activities?
16:52 Why are spot and futures synced?
17:45 Bots do the Arbitrage
18:07 What do you watch to give you signals that inflation is coming down and the Fed could Pivot? Oil Prices dropping, 10 year bonds rising, etc?
18:29 Core CPI
18:36 Commodity Prices
18:58 The 10 Year Yield
19:58 GDP Growth
20:22 226 Trillion in Debt in 2020 - now 300T Approx
21:23 IA Model - Debt Servicing & GDP Impact
22:57 @ThHappyHawaiian Model
25:16 What do you think will be the effect of the energy crisis in Europe on European miners and BTC Hash rate. And, if Europe considers going back to coal, will this cause trouble for BTC (climate wise)?
25:33 Fourth Industrial Revolution
26:55 Top Mining Countries 2022 - Statista
28:17 You’ve mentioned you like to use straddles and strangles. Can you give examples and when you would use the defined risk variants?
28:32 Straddles and Strangles
29:29 My Preferred Strategies
30:15 Your perspective on the need to reduce the number of crypto tokens? General consensus is that with 18000+ tokens 99% are rubbish and need to be flushed though there still seems to be buyers for them. What event will it take to make this happen?
30:52 Token Half Life
31:37 $hitcoin Graveyard
32:37 Your Contributions, Our Donations
DISCLAIMER: The information contained in this video is for informational and educational purposes only. Nothing herein shall be construed to be financial legal or tax advice. The content of this video is solely the opinion(s) of the speaker who is not a licensed financial advisor or registered investment advisor. Trading equities or cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome.
00:00 Introduction
01:05 We know TSLA, Goog etc make up your major Equity holdings; Are you constantly looking for a new ‘Alpha’ to hedge / ride the growth chain with? GOOG/AMZ obvs more steady than ‘rocket propelled’.
01:55 FAANG vs SPX last 8 Years
02:39 FAANG is 3/5ths Slowing Down
03:12 New FANG
03:37 MANTA is the New FANG
04:08 My MANTA Additions
05:00 Has a “token release” date been set regarding the Mount Gox dump?
05:06 The Eth merge is timed to almost sync with the Mount Gox dump of 140,000 Bitcoin. Could we see the flippening?
05:30 Mt. Gox Rehabilitation Plan
06:34 Not Likely to Impact
08:13 Ethereum Flippening?
09:00 ETH:BTC Pair Update ETH needs a 2.5X
09:56 What sort of impact can we expect, if any, due to the SOL lawsuit?
10:08 Solana Sued?
11:10 All is Not Lost
12:40 I hear Celsius being compared to Lehman Bros for crypto. If the bankruptcy announcement cites a liquidation of remaining digital assets what could be the possible fallout and would you buy in that moment?
13:12 3AC I would Argue is the Lehman LMExp
13:58 We are a Part of Financial History
14:54 Lehman Bankruptcy and the GFC
15:33 Enron Bankruptcy and the Dotcom Bubble
16:33 Why are spot and future markets (e.g. BTC/USD and BTC-perp) always synchronized, even though it seems there is less activity on the spot market right now (on ftx)? Are exchanges manipulating the spot market price based on future markets activities?
16:52 Why are spot and futures synced?
17:45 Bots do the Arbitrage
18:07 What do you watch to give you signals that inflation is coming down and the Fed could Pivot? Oil Prices dropping, 10 year bonds rising, etc?
18:29 Core CPI
18:36 Commodity Prices
18:58 The 10 Year Yield
19:58 GDP Growth
20:22 226 Trillion in Debt in 2020 - now 300T Approx
21:23 IA Model - Debt Servicing & GDP Impact
22:57 @ThHappyHawaiian Model
25:16 What do you think will be the effect of the energy crisis in Europe on European miners and BTC Hash rate. And, if Europe considers going back to coal, will this cause trouble for BTC (climate wise)?
25:33 Fourth Industrial Revolution
26:55 Top Mining Countries 2022 - Statista
28:17 You’ve mentioned you like to use straddles and strangles. Can you give examples and when you would use the defined risk variants?
28:32 Straddles and Strangles
29:29 My Preferred Strategies
30:15 Your perspective on the need to reduce the number of crypto tokens? General consensus is that with 18000+ tokens 99% are rubbish and need to be flushed though there still seems to be buyers for them. What event will it take to make this happen?
30:52 Token Half Life
31:37 $hitcoin Graveyard
32:37 Your Contributions, Our Donations
