저자: YummyUpdate · 외국인
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암호화폐 시장 조작 가능성과 이스라엘·에프스타인 연계 음모론을 제기하며 비트코인 하락 우려를 전함. 연준 QT 우려로 시장이 패닉에 빠졌으나 금리 인하 후 QT 가능성은 낮다고 봄. 기술 발전(AI·로봇)에 따른 디플레이션과 장기 낙관을 언급. 비트코인 73,800달러 지지선 붕괴 언급.
다듬은 글
. Krypto nuking Jim Kramer trying to save us. Michael Chad Sailor definitely in pain in his offside. We are also combating Jeffrey Epstein making lot of payment contributions to paying Bitcoin core developers and the market is digesting this. Remember, no code was implemented for uh Bitcoin, but I guess it's just one of the things people just feel like they need a uh Jeep for.
And I just want to show you some funny stuff that's been going on as well, friends. Um we got this is just friends. This is wild. So, I just want to show you f is really hard to predict these market cycle up and down. It's just like, oh, I knew this. I knew that. I don't claim anything. I don't know what the going on.
I I got no idea. No idea what comes around next. There's extreme manipulation. I told you like you only need 0.5% of a coin's market cap, right? And you can access it from futures and you can manipulate the hell of a price, you know? You just need 0.5% of its market cap, you know, to move. So to to move something basically um let's say is a trillion dollar asset, 1% would be 10 billion.
Yeah. You just need five. You need five billion, which is a lot of money, but you just need five billion and you're moving around a trillion dollar asset, right? That's just something important to understand. So, we have this, this is the wildest part. Ben Copen on this thing. He's ranked 40 in the world.
And bullish at tops, bearish at bottoms. Bullish at tops, tops. Okay. It goes up here, bearish here, bullish here, bearish. It's just, you know, look, if anybody in the stock market world, they know this. everyone in stocks. That's why they say, "Hey, just take a super long-term view." Yeah. With stocks, it's easier because you get paid along the way, but unfortunately with crypto, you get destroyed and it it like forces you into DCA and you're getting crushed.
So, that's what makes it tops. That's what makes it very, very tough. Travis, perma bears win in a dying industry. I love that. His wife cheated with his gardener, Ben Fagen. It's just it's just funny, fans. Um, I used to watch it. Then I realized just like all the rest got no idea. Right. Shami, can you explain how these people make money by constantly talking nonsense and not having the slightest knowledge in crypto?
Well, this is what actually happens, my friend. when there are green monthly candles, which I know it seems like a very far away from now, but when you have repetitive green monthly candles like in 2021, yeah, remember you're the bullish guy who said it was going up. So, once it's like halfway through where it's eventually going to go, you don't know it's going to stop or it stops, but all the momentum goes to the top most [snorts] viewed Kos, right?
They got they grab all the mind share and it accelerates you know friends even to today views on YouTube for crypto it is down 80% from 2021 right right now it's probably even lower maybe it's down 90%. So yeah you know that's in the peak of last year but when Trump won yeah we were still down 80%. That's wild.
So, when someone had like, you know, 20,000 views on a video that you'd watch, that used to be 100,000 in 2021. They're all gone. Retail's gone. So many people are gone. And and it becomes like a self-fulfilling uh prophecy in it cycle. But you already know this, right? You can't you can't rely on the words of these people because of the incentives.
Like Ben Copen's making a million dollars a month from his VIP subscribers. So when someone's making a million dollars a month from that, you're paying him to remain conservative. Okay. And then they'll dress it up with stuff like, "No, no, no. I'm just looking at the facts. I'm looking at this. I'm looking at that." Friends, there were no facts to look at if you bought Bitcoin early to get rich.
Where's your 15-year chart? Where's your spot ETF? There's none of that. It's maximum uncertainty, maximum risk. You have no chart pattern. You don't even know how to check the code. You don't know what a Bitcoin haring is. You don't know who Satoshi is, by the way, was talking with Epstein. You know what I mean?
You have no idea. That gave you the most reward. All the question marks. Right. Bitcoin is influenced by Israel. The Bitcoin developers never implemented any pro-Israel changes, but they were getting paid. The Epstein files reveal that Israel hijacked control of Bitcoin network over a year ago. Israel was paying the salaries of 60% of Bitcoin core developers and offered highly elus elusive gifts behind the scenes.
You know, this is being interpreted as suspicious. Epstein and Israel were also major investors in Blockstream, a company that works with Tether and exerts significant influence over Bitcoin. They had the power to manipulate the price by issuing unbacked Tether, control the network's code because they hired most of the developers and they owned a majority of the nodes.
This suggests Israel likely has direct access to and influence over Bitcoin. The idea of decentralization is starting to look elucory, right? Uh but let's take it for the facts, friends. Nothing nefarious was actually implemented. Market will soon realize it enough. So, it's just you have all these um um Oh, look at this.
Many crypto entrepreneurs have died unexpectedly, including one that blew the whistle. He died within 24 hours of exposing what was happening behind the scenes. I wonder if they're speaking about um rest in peace Nikolai. You know, as we all know that story because of the PI law on Pulse Chain, otherwise known as Garbagecoin.
because of you know Nikolai is a co-founder of D make a doubt and it's extremely powerful right taking currency away from their hands um this was some earlier comments fans Jim Kramer said if Bitcoin dropped below 73,800 we're cooked memo to Michael Sailor we think 73,800 is the line in the sand time to do another zero coupon convert and stop this decline that's funny he's begging Michael Sailor to stop it dude Michael Sailor can't stop it.
Invert him. He can't stop it, dude. He can't. Um, he couldn't even get himself on side. Strategy's earnings depend upon it. And what will you talk about when you report Thursday? Let's get this done. Pablo, we need him to sell his Bitcoin. No, we are going down. Well, um, yes, we did drop below that 73,800 instantly as soon as he said that when it touched 73K.
Actually, I looked at it. It was 72,800. So, it dropped immediately after that. more news that we today friends. Markets have interpreted Kevin Walsh as hawkish, but he made some comments recently. Okay, so um I made a post here just showing you how um look what you got to do is you got to look at the the US Fed balance sheet over time on a log chart.
See how it goes up and to the right? That's QE fence because the the economy is weaker over time, right? Um bang. See that expanding balance sheet? Now, I want you to know why does this go up over time? Why does it go up over time? It's because the government, it used to be about 5% of the US economy and world economies.
It used to be only 5%. Now it's something like 40. It's huge. So the government has all their workers and that's the thing, right? If the government just fires all the workers, they don't they don't get jobs anywhere. It's just the economy just deflates. So then they have to keep them in the system.
So that's why we create more of a zombie economy. And then everyone gets really scared and worried about that. But we keep getting saved by technology. So we're making AI now and robots where you basically have infinite knowledge appearing and these robots basically make them your slaves. So it doesn't matter if people are unproductive here and there.
If you're giving currency units to robots and then they go be productive, you replace the humans. That's why people who have been betting on the collapse of the system, they just you're you be you're dead by now. It's a widow maker. They keep making deflationary stuff. The tech keeps going exponential.
You know, the robots, friends, remember I told you Elon Musk, he was able to get um the robo taxi. Instead of a $20 Uber trip, people were reporting $150. Now, there's no way a government is going to let that many jobs go out in 2 seconds. But you just got to think, maybe they make it 70% cheaper, right?
Uh say it's deflationary, which means they allowed them to print money. Basically, imagine like the the AI's AI is so deflationary itself. Uh it's taken away jobs, but then whatever the whatever the the robots are doing, they're working for us and essentially and then you just hand out money to the people, you know.
Um so Kevin Walsh, he can get interest rates down, but he wants to reduce the US Fed balance sheet QT. The market is seeing QT and enters panic. So why would Donald Trump elect Kevin Walsh if he's going to do that? And then I think me reading Beyond the Market, it's because I think Kevin Walsh cuz he's not making any comments, right?
Um I think what he's going to first do is he's going to first cut the interest rates and then if the economy gets too heated, he can just do the QT. That's what I think. And it takes 6 to 18 months for the inflation to seep in after monetary policy. However, it's just my speculation. This market is in panic mode and assuming he's just going to do QT, which I don't think so.
You think the Fed's going to come, oh, I'm going to crash everything, you know. Um, but you never know, man. You never know. You never know. Could be a useful idiot. This is impossible. Unless they want to send stocks down 40%. Very possible. All right. Rate cuts are so rate when rate cuts happen, friends, liquidity goes up.
When QT happens, liquidity goes down. So, it's a net effect of zero, right? But depends. So, why is the market in panic? It's because they've never seen that before. They have not seen that happen before. We never had the balance sheet this big. There's no precedent for this experiment. Um, so when markets have no precedent, the the the first thing they do is just sell.
It's just I don't know what happens. I'm getting out. I'm just totally getting out. Um, just like friends, you know, when uh when they first thought about doing QE, it was October 20, 2008, and then the market nuked another 30% or or like, you know, mark maybe S&P dropped another like 15% after that point.
It nuked cuz it had no idea what didn't do. It's like it it didn't even process it, you know. Um, in 2017 fans, this is very important. In 2017, the US Fed was raising interest rates and they were tightening. All right, that that is very important to understand cuz if you say look at the Bitcoin dominance, what happened in 2017?
We had the biggest double bubble all season of all time. It was this. And if you look at ETHBTC, it did this big move, right? See that big move up? And also if you looked at others BTC, see the bottom chart I have here is the ISM others BTC friends in 2017. Look what it did up channel boom. You see that?
And that was all cuz the PMI was uh 52 plus. So but you know the market doesn't remember that. Most of you you weren't around for this. Who? Everyone who's here. You're basically a co baby. You're a co investor baby. Mo most people are zombie virus people here. you came in either 2020, that's when Alex Becker came.
All right. And um you know, he's like an Schwarzenegger. He's coming everywhere. He's he came in 2020. You know, Anthony Scaramucci came in that 2020. Michael Sailor came in 2020. That's when he was buying born in the middle of the year. Most people came in 2020 and 2021. A lot of you also came in 2021.
Elon came in 2021. Everyone's a 2020 and 2021. Most people are in from that's like, you know, the big the bulk, the early bulkers. So that's all they anchor to. So that's why you're not surprised when I tell you people think about, oh, zombie virus cash, infinite money printing, and then we reverse up.
That's the only thing they have in their mind. When I just show you actually the cycle before that, the US Fed was hiking rates into 2017, and we had the biggest alt old stuff of all time. And you probably want to know something, but why why are they hiking rates and everything was going it was just the economy was just ready to go, man.
Donald Trump just cut taxes for businesses. The cap rate used to be 35% and then he dro brought it down to like 25 or something or 20%. And then everybody was just optimistic and it was just time to go. That's just that's how it works, right? So you're you're hoping with me that this manufacturing robo taxi AI stuff somehow seeps its way in soon enough and [snorts] the economy is just ready to go.
That's why they say we're going to run a hot. We're going to run the economy hot. Okay. But still, we're going to need some candy, right? We need some dividends and some candy leading up into this midterm election. But, you know, everything that's happened so far in the past 5 years has been bad. So, whatever. Hopefully, it turns around. Like, subscribe. Catch you in the next one.
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