The panel discussed the $700,000,000 in Bitcoin ETF outflows. They called the number noise next to $52,000,000,000 in net inflows. The panel pointed to whale buying, country buying and the fear and greed index.
0:03:29Opening, community push and note that the title is a sponsorship tease, not a sponsor yet
0:09:03Claim that crypto media is incentivized to spread fear
0:11:49X banned in Brazil and possible effects on crypto Twitter
They covered X being banned in Brazil. FriendTech's devs handed control to a burn address. Tokyo Electric Power's subsidiary is moving into Bitcoin mining with surplus solar.
0:17:44Decentralized social platforms like Nostr
0:24:31Benny Lee on the falling wedge and whale and country accumulation
0:29:06Miners, hash rate, and a slow grind as a sign of a mature market
NatNat went through the coming macro dates: CPI on Wednesday, PPI on Thursday, the FOMC rate decision the next Wednesday and Japan's rate decision on September 20.
0:34:21Using the fear and greed index as a sentiment indicator
0:40:43Leverage trading, low leverage with large size, and revenge trading
0:46:32Dave on arbitrage in 2021 and funds lost on Coinbase
0:50:20Tokyo Electric Power subsidiary mining Bitcoin with surplus solar
The last half hour covered DePIN projects including Silencio, the peaq network and its validator partners, HiveMapper, DIMO, storage networks, the Crest airdrop note and Bistro. A guest gave several breakdowns.
0:59:13Macro calendar, CPI, PPI, FOMC and the Japan rate decision
1:27:11Bistro food delivery, and the closing recap
“If you believe or if you know that Bitcoin is probably some big 100 k, what does it matter if it goes down to 48 to 52?”
Kool0:06:26Share on X
“So 700,000,000 is literally just a drop in the bucket.”
NatNat0:11:14Share on X
“If it takes four years for Bitcoin to get to a 100,000, so be it.”
“If you see people posting wins all the time, you need to unfollow them.”
“this is a way for you to get paid for data that is already being taken from you.”
Dave1:24:29Share on X
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Show discussion, not financial advice.
