Landy said Bitcoin closed the month above 82.08k which is a positive sign but the next big move down will decide if macro lows are in. NatNat agreed that the 100k area remains her thesis and downside levels must hold. Landy noted larger corrections in coins like HYPE, VVV, Aerodrome and Lit while Bitcoin and Ethereum hold structure.
Landy highlighted PewDiePie's ablated model of coin 3.5 with 9,000,000,000 parameters for the Odysseus local AI app and encouraged trying local models. Landy and NatNat pushed back on dollar collapse and BRICS narratives noting the GENIUS Act led to stablecoin issuers holding 200B plus in Treasuries which offsets about 40 percent of China's sales. Landy explained energy is cheaper in real terms, wages lag inflation, and global interconnection shown by Russian refinery strikes affecting diesel prices.
0:18:03Strong
Landy, Moni and NatNat discussed the Credits and Statements NFT experiment including burning credits to create statements and forming credit unions. Moni noted credits dropped 23 percent before recovering. A speaker reported a 3M CryptoPunk sale with Dave adding it involved a 2M loan making it closer to 5M total.
Moni shared listing an NFT for 0.0666 ETH caused it to sell instantly above prior offers. DocNooNoo confirmed the same happened with multiple collections where floor was much lower and they sold immediately at 0.0666 ETH.
0:47:50Robinhood AI trading agent
NatNat and Landy discussed DXY pushing above 102 and how dollar strength leads to flows into Treasuries then risk off over time though not one to one. Landy highlighted rotation plays into Home Depot, Caterpillar, PEP and MCD after they sold off. Landy and NatNat said a Q1 Q2 correction remains likely with TLT LEAPS as a hedge and noted Under Armour bouncing from key levels.
“Right? I would like to see the bulls rally a little bit further, before we get the next bigger correction, but it's not about the move up right now. It's about the move down. The next big move down will define whether or not the macro lows are in. So... But it is fun. It's fun to see green, candles and all that good…”
AAll Things Crypto0:07:35Share on X
“That we mentioned, Mandy, for me, my thesis remains the same of that 100 k area. Right? Because we can... Like, exactly like we did. You and I mentioned, closing the monthly above $82.08 is important, it's step one. Right? We have to see some kind of continuation, and we have to make sure these levels of the downside…”
NatNat0:08:00Share on X
“And everyone else outside of our little circle here and some of the people that we talk to is completely against that. That's not gonna happen. It's too small. No one's gonna do that. Why would they ever do that? And it's a, oh, well, stablecoin issuers now hold $200,000,000,000 in treasuries, which offsets about 40%…”
AAll Things Crypto0:11:28Share on X
“But one of the key things that that I did wanna bring up as relation to it is the main reason that a lot of people feel a lot of pain in society right now is because wages have not kept up with inflation. That's the primary ...”
AAll Things Crypto0:18:03Share on X
“And and, honestly, you could you could literally correct to, like, six seventy and be fine. It would be hellacious for a lot of folks and see a lot of tears in the timeline, that's because people aren't positioned right, in my opinion. If you're crying when you should be buying, then you aren't positioned right. Oh…”
AAll Things Crypto1:13:24Share on X
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