저자: RichardHeart추정 · 외국인
요약 보기
마이클 버리의 AI 버블 경고와 약세 전망을 반박하며 암호화폐 사이클이 아직 끝나지 않았다고 주장. 나스닥은 버리의 약세 베팅 이후 약 14배 상승했다고 언급. 알트코인(AVE, LINK, XRP 등)은 BTC 대비 장기 하락했다고 지적하고 BTC 중심 시장을 강조. 찰스 슈왑·뱅가드의 암호화폐 접근 확대와 연준 금리 인하·QT 중단을 상승 근거로 제시. 장기 방향성 낙관, 단기 데드캣 바운스 가능성은 인정.
다듬은 글
It's your yummy update time everybody in cryptocurrency. Dead cat bounce. Dead cat bounce. Dead cat bounce. They're calling for a dead cat bounce. But you know what I say? I've got a bulb or key ring and I'm going to enjoy it. That's what I say friends. You and I still here to make it even though it feels like despair.
We're seeing pulse chain prices obviously crater nuke down and zero. Um I feel like it's still orchestration. Personally, I haven't checked my portfolio in many, many, many months out here, friends. I'm going to be waiting and seeing if the business cycle can eventually turn around. Michael Barry has said he's come out, friends.
Michael Barry, do you remember friends? Michael Barry from the big short. Um, we thought he capitulated. We he said he closed down Skyon fund and that's why I said, yeah, like damn, man, there's a lot of bears, but like you know, that's that is a bit nasty, but guess it's a believer cycle, right? I guess what ends up happening?
He closes the fund and then he doubles down on his shorts. Whoa. Whoa. Michael Barry has warned of an AI bubble that might unravel soon. So, just just quick reminder. Okay. So, let's let's cover his stuff out here. So, Michael Barry says the AI boom could burst within two years. He says it's like the dot era.
Um, and he went on Michael Lewis's podcast, remember? He's speaking about all these hyped AI companies including Palante. He said all they're doing is consulting. their valuations are impossible to justify. Um, he expects a broad drawnout market decline because passive index funds are heavily concentrated in AI names.
He advises selling overheated stocks and prefers healthcare shares which he says are out of favor. And then he criticized he says wow man he says Bitcoin is worthless and it's tied to criminal activity calling it the tulip bubble of our time. Boom. Mic drop out here. Damn, man. This guy really is he really is a bear, I guess.
Um, we haven't defeated him yet, but we thought we defeated him, man. It's one of those, you know, the video game creators. You kind of like they make you fight the boss a bit early. You get the HP bit down and they go, "Haha, I am now going to escape." And they go down to the sewage drains and they escape with their cape.
You know what I mean? You're like, "No, no, where'd he go? Where'd he go? I'll fight you again, Team Rocket." That's what it's come down to. Uh, so failing reminder offense. So, Michael Barry, he's um he he was he's been turbo bearish on the stock market. It's been 15 years. Look, eventually he's going to of course eventually it going to be a one hell of a bare market eventually.
But I just want to show you this is a weekly chart. Where's the NASDAQ? Jeez, friends. He's been bearish since 2010. So, remember he was short cuz this is NASDAQ, right? He was short S&P. Everything blew up here. But then what ended up happening was oh my gosh dude friends he's been literally bearish and the NASDAQ has gone up 14x what 14x 1,300%.
Oh my god. He's been saying too high too high bubble bubble bubble bubble bubble bubble bubble. [gasps] Oh my gosh, dude. That That's wild, F. And now he's That's when he said he goes off, closed down my fund. Nope, actually back here again. Oh man. This is just wild, dude. He's just, you know, you're betting against humans, man.
And also betting against the money printer. So eventually event look, it might turn out just like the benner cycle. Benner cycle says next year's a high year high prices for selling. It turn maybe next year he actually does capitulate somewhere. something happens and we actually I'm not sure what it is like but he's come out.
Remember fans, we got to kill the final bear. We haven't actually killed him. I wonder if he's the final bear. We'll see. Now fans, while I play some uh angel music, I want to speak to you about something. Um, a lot of people in crypto, a lot of people in altcoins with me is saying, "Hey, this coin's trash.
I'm going to go move somewhere else." And a lot of people are saying that in many coins, okay, Richard Hart community, obviously. Okay. You seeing these turbo nuking? I know it's disgusting, friends. So, it can't do anything. Okay. Um, business cycle is trash. Yeah. Is there manipulation to get people out?
I hope so. I hope it is. And people moving stuff for for prove X. But look, the PMI is offense. The PMI has been down for this long, but I just want to show you. Okay, I asked. So, we have a we have TT in here. TT. Um, and other people are saying, you know, Richard Hart, scam, scams, comment, comment.
I get it, dude. Okay, click sell and leave. Click, sell, and leave. You want to click sell and go blame someone else? Go do it. I've taken responsibility. Um, the business cycle is still trash. I'm waiting. Now, here's the thing, right? It's also funny. TT, oh my god, TT saw Ethereum was up 8% yesterday and then like coins down, dude.
If you're taking one day correlations, my gosh, like it just it's cyclical, man. It's cyclical. And there's rotations literally. And you know what else is cyclical? Um, the PMI is down for 37 months. But also, let's entertain the thought. Okay, click, sell, and leave. It's kind of funny. He said he's going to join a real project.
Remember TT? I got to tell everyone this cuz this is this is amazing. The two real projects he said were A and Chain Link. See F when you when you bring Fence I'm not here say I don't have any bias in this. I don't give a dude. If if there was the answer, man, it's literally, okay, we're walking through a desert and let's say a genie appears and gives us a glass of cold orange juice.
I'm going to drink it, man. I'm not going to say no or thirsty. Okay? If I'm out here searching and I see something massive value, dude, I'm making 18 videos about it. I'm going to show you the Ave BTC chart. Ave is down friends in literally 5 years it is down 88% against um Bitcoin 88%. In 5 years we're all still wrecked.
Chain link it's down worse 92% in 5 and a half years. That thing peaked in August 2020. August 2020, people were celebrating XRP. It's down 90% against BTC since 2017. So, I'm just telling you, we're talking about Oh, let's get into a real project. What do you mean real project, bro? Like, what was the logo?
Cool. Friends, chain link is chosen by Swift. Chain link has an ETF now. It doesn't do anything, dude. It as in all these things, they're not good enough. You need the business cycle. Oh, you want a real project like Ethereum? Congratulations. You are down 79% in eight years. You got an ETF. Donald Trump owns you.
Donald Trump's kids own you. Donald Trump's kids tell you to buy it. Tom Lee bought 3% of the Ethereum supply. The guy is still wrecked with us. Are you getting it now? The business cycle rules all, dude. There's nothing you can do except suck it up, princess. That's all we can do. All right. I pray it gets better.
Once again, proof of candle lighting. Proof of candle lighting. Okay, friends. Friends, I'm going to call I I'll keep it G-rated. I'll keep it G-rated. Okay. But friends, what happened to all those crypto influencer scum who told you, "Oh, yeah, you were buying the wrong things. You should have bought Zcash." When did they shill it?
Turbon nuke at the top. Goodbye. 58%. See you later. And by the way, this thing can easily go down here. I mean, bro, it paid you 20x 25x in a straight line. This thing can easily drop 85% and come back here to the bottom of this week and come it can come to this lower high and come back. It can easily do that, dude.
Easily. I mean, it let out the 2017 people. All right. So, I'm going to tell you, if there was an easy answer, I'd get the easy answer, you know. And by the way, by the way, then you know, like then you might say, I think Mr. TT as well said, "Hey, um, you know, he included Bitcoin in it as well." Okay, Habib, I'm just going to show you something.
Keep it family friendly. Good luck buying the fourth green year in a row of Bitcoin dominance going up. That's just good luck. We'll see you in 12 months. Like, I'm just I'm not touching that. No way am I touching that. You got Michael Sailor, you got digital asset treasuries, you got all these stock dudes who were linked to Bitcoin where if their stock goes down, they got to sell Bitcoin otherwise they get legally they get sued by their shareholders.
They have a fiduciary responsibility to protect their share price. That's what it comes down to. Remember friends as well, I I tell you the bull market ends when you run out of buyers. All right? Bull market ends when you run out of buyers. It's not from sellers. Who's selling now? Four cycle dets. All right.
That's why like I'm still I'm going to stick to that. I'm not going to like give up. I'm sticking to that. I don't care if it goes down next year. I don't give a I've already accepted everything's going to be at zero forever. All right. Four cycle guys cheating. I don't think that kills a bull market.
It's you're selling at that point. Anything to do with the selling doesn't kill the bull market. Okay. Bull market ends when you run out of buyers. PMI is still at 48. It's been down for 37 months. Charles Schwab and Vanguard combined have just added $23 trillion of money that can be rotated into crypto.
$23 trillion of customer funds. All right. Uh 24 hours ago, you had uh Vanguard. They allowed 11 trillion and now Charles Schop follows him a day later. 12 trillion. So you've just opened this whole large room up of potential buyers. out here. Give him a year. Give him a year. Also, friends, stablecoin super cycle keeps confirming.
All right, you have a group of 10 EU banks. They're going to launch a euro pegged stable coin. They're banks, man. They're doing crypto stable coins, you know? So, I hope you appreciate their friends when I show you. Look, yeah, we're going to rotate to like real projects. Why do you think they're real?
Cuz they've been around long, dude. The price aren't going up. Their prices aren't going up, friends. It's it's a business cycle, man. We've seen it. And like you know want to talk about don't fight the Fed. Okay. The Fed's cutting rates. The Fed stopped QT. Everything he's saying don't fight the Fed means be turbo long.
We are turbo long. Yeah. We bet more than we can afford to lose. Yes. It's a it's a harsh harsh reminder of the sad situation we're in where Main Street still hasn't eaten after this time. It's a year of the snake, man. This is just our reality, friends. You're always navigating uncertainty. Also, I mean, like it doesn't doesn't give me any help that uh you know, Jim Kramer goes out and then talks up Michael Chad Sailor.
It's not to be trifled with Sailor will come on Squawk. He'll come on everywhere. He'll come on every show. It wouldn't shock. He pops up at the White House for He's talking about Michael Sailor defending Bitcoin, doing great for Bitcoin. You know what can we do, man? Look, if you don't look guys, if you don't like anything, click sell and leave, man.
Click sell and leave. Go. Just showing you all these other stuff out here. By the way, the only stuff people the only stuff people will ever say, "Oh, you should have bought this is B&B and soy." Okay, let me tell you something though. If you bought B&B, right? This is B&B Bitcoin. Okay? Uh if you bought it, okay, if you bought it in the bare market, you're actually still down 6%.
Because it went up and then it came back down. Um, so yeah, but yeah, f even if you get in a B&B BTC now, if you go up to the high here, that's not even a 2x on your Bitcoin. So, so BMBB's, it's really defensive, right? If you're here to like conserve your wealth, you wouldn't even be in crypto in the first place.
Okay, but then obviously might people, some people might say, "What about Soy? What about Soy?" Um, f Soy, my gosh, foy is still down 67% from four years ago, more than four and a half years ago. It's doing nothing either as well. And by the way, V, you literally have you literally have all of the turbo.
Like, by the way, soy, you have to sell it up here. That's that's a 2.4x. Okay. Got thicker liquidity. What else then? What else? You know what I mean? Like, just where are they? Where are they? As you get to see events, I'm I'm keeping it family friendly here for you. I'm just telling you everything's cooked.
Everything is cooked. And the people who say their stuff is not cooked 99% of the chance 99% chance they are talking about BTC as I so eloquently eloquently told you. I'm not buying anything that's gone up for four years in a row in crypto. I don't care what it is, dude. I'm not touching it. Four years in a row in an industry where one year is equal to 3.5 compared to the stock market.
No. Good luck. Yeah, you want to bet on the fifth green year for Bitcoin. Okay, good luck, dude. I'm I'm not touching it. I'm not touching it. I'm betting on Kev Buet coming in. Rates going down. Balance sheet expanding. Also, fans, this is the racist Russell 2000 versus the S&P as a ratio. When the cycle actually gets going and peaking, it goes up by 10%.
Okay, as in the RAS Russ 2000 will outperform the S&P by like 10%. has like a spike up. We have not seen it happen yet. Okay, so that's why I've given you this very yummy update as crypto prices start to go up and we enter that gay bear zone. Okay, just to give you an idea of like what I'm what I'm thinking and yeah, man, I want I want the pain to friends.
I I don't know what like I've been I've been you've seen me you see me. I've been lighting these candles every day. Every single day. All right, we're going into the gay bear zone. Everybody believes it's going to be lower high dead cat bounce. I'm like, well, bro. Okay, good luck.
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