Every couple of days and with all the sideways action I keep thinking how relevant this oft spoken comment is: “We are so early!!” - James from IA I think that’s 100% spot on. Both for this cycle and for wider adoption. PS. Great vid mate.
I don’t think I’m dumb until I listen to James. All I understand is “Bitcoin is going up”…. Cool! James thank you for your in depth analysis. Helps me explain (what I can) to my friends/family to hope they adopt.
Having watched the latest What Bitcoin Did on scaling it should be obvious to anyone that watches it that 7 years after the Blocksize Wars that small blocks was the wrong path
Use to be a financial advisor and left because my firm wouldn’t allow ANY bitcoin investments (2020-2021). Crazy to think how much return they blocked my clients from achieving just because they were scared of an asset they didn’t understand
Yup I asked my pension fund when they would be invested in BTC…they replied we continue to to be investing in emerging markets and will always provide our shareholders with optimal returns. I pulled everything I had that day for faster horses, never looked back. These people really do not understand alpha at all, just interested in their fees.
Having watched the latest What Bitcoin Did on scaling it should be obvious to anyone that watches it that 7 years after the Blocksize Wars that small blocks was the wrong path
It’s 1.3 trillion asset and growing. So 1.3 trillion dollars think it’s not a wrong path. Free markets will determine wrong path or not. 👍🏼. Every thing else is noise and opinions
Crystal clear, and you're the only one that's taken the time to explain your brilliant hunch. I was listening carefully to your thesis 10 days ago and as a novice, couldn't quite wrap my mind around the concept at the time. I'm an exceptional real estate broker, not so much in your world, and throughout the past week of studying I'm enlightened. Thanks for that, the nutty conspiracy theories everywhere just didn't ring true and none offered any reasonable facts.
Wow, please do not apologize for explaining something repeatedly, and in such detail. I appreciate all your knowledge and hearing it again and again always helps! You are awesome!🎉
Hey James. Bitdeer is looking like a very intriguing miner. Small market cap compared to competitors. A deep dive would be extremely appreciated and could provide great value to the viewers. 🎉
could all of us "Game Stop" them by timing our purchases. come up with a plan James. we will save up dry powder to do the trick and come out smelling like roses
That's also my concern, since it basically occurs outside the Exchanges, on OTC Desks, it could potentially become a perpetual artificial 'paper price suppression'
Great content, and the best answer yet to the price conundrum. Does this however means that we can get stuck in a parallel and perpetual cycle of large scale of carry trade & uneinding, on the OTC desks, while supply and activity on Exchanes dry up, making the 'official' Exchange based Index price irrelevant, and far removed from the actual OTC prices, which does not appear to teickle down to the Exchanges ?
Did Blackrock buy GBTC in the bear market knowing they would create an ETF, therefore front running their ETF with cheap bitcoin and selling the Greyscale to level it all up. Be well James thanks for your great podcast....be well from Canada
I back tested many indicators. Almost every single one ends up being 50% correct. Moving averages just help clarify the market direction. Its not a prediction. Its a interpretation of what is currently happening. The longer a trend has been happening the more likely it is to continue. think SP500 over the last 50 years.
Hey! Is it possible to get access to some of the data that you are presenting as charts ? For example the days at range -chop zone histogram of yours seemingly suggests a nice power law trend. It would be nice to see a fit of a power function (time_spent vs range) to see where does it saturate , etc..
MA's can give solid support, but the crosses don't really predict the future. For example; the bottom is very often in before the death cross of the 50 going below the 200. Some time ago there was a death cross on the weekly chart, the first ever, yet no further downside followed and a golden cross came not long after.
James, you are our Bloomberg for Crypto, and we love you for it...but Bitcoin's alleged summer sluggishness does not hold up, it had amazing Junes and Julys in the past (e.g. 2017 and 2019)
This is my favorite show and James is great at analysis but i think he and Raoul and Ran are all missing an important variable. What were mortgage rates the last three halvings??? About 3% right? What are they now???? Sure i get the liquidity is coming….. but lowering rates is not in a vacuum….. yes they were all being lowered and will be again…. But the starting point is much higher. Clearly this will affect the size of the banana or delay the banana zone. What we need is some analysis that includes a higher final destination interest rate. Perhaps looking at stock market booms over various liquidity cycles and see what percentage of the boom was lost when final destination mortgage rates were higher than 3%…. Or use the Fed rates…. Either way I think it will show its not all roses….Also the Fed delayed lowering and that is the main factor that tells me any boom will be later than past halvings. So the delay in the liquidity pump and the initial Fed rate before easing begins has been higher than the last three halving starting points.
Oh my gosh, I’ve been missing the “lives” lately… 😢 miss saying hello to everyone and being in the chat. Hope all is well with the IA fam. Thank you, James and team💜Hiya T&D Tesla, K8 , Sean Donnolley thanks for keeping us safe during the chats on live shows and everything else you all do for the community/channel ❤ much love 💕❤️💕
James… 17:05 wasn’t BTC balance on exchanges below 2 million not that long ago? I literally watched us hit a low of 1.73M on CoinGlass and next day supply shot up to 2.55M. Even the past history of the graph was altered as if it always was above 2M. What gives?
Having watched the latest What Bitcoin Did on scaling it should be obvious to anyone that watches it that 7 years after the Blocksize Wars that small blocks was the wrong path
It's basically BTC info, but you make a valid point. There is so little poster interaction on BTC YT videos that spamming seems to be the norm, almost feels like it's encouraged. @@uwmalcolm491
@InvestAnswers hi James, a friend of mine has 1.4 BTC on Revolut. How safe / secure is Revolut? He’s not a tech person in terms of setting up a ledger nano x 🥴
By definition if hedge funds closing the basis trade, they are buying to close short positions at the same time they are selling long. Natural that this keeps price relatively range-bound. Not enough time under bitcoin ETF belt yet to run autoregressive distributed lag (ADL) models, but will be fascinating to see in the coming year or so. Should be able to statistically tease out, accounting for funding rates, how much of a difference in correlations in much long time periods than the simple one day, non-ADL correlation you are using now. Could envision on ADL indicator that flagged changing hedge fund behavior way before it became obvious.
You carefully avoid any discussion of the possibility of a direct conflict between NATO and Russia in the coming months. It looks to me as if the US together with most of the EU have decided to prepare for this unevitable conflict. The US seems to need it to maintain its full spectrum dominance. How would Bitcoin react to WW III? Would it not drop more than anything else because people would suddenly need liquidity? Would want to unload risky assets?
Question is: How much Bitcoin is still left at Grayscale to be liquidated?? Since it no longer will flow into ETF's as it has been since ETF began, knowing how much is left to be liquidated will give you an idea on Bitcoin downside. Anybody know the answer?
So BTC is now a gold-etf like stablecoin which will struggle mightily to go up because of Wall Street manipulation. Every cycle as btc became more intwined with tradfi, volatility has gone down and especially upward price momentum has been reduced.
Hehe in that case the bank is taking away Sats from u.. they can’t take from the people who are already holding Btc. You are in or out… doesn’t matter who’s playing. The problem is if you are not…
