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I think that it's probably better to just observe a few things one is Bitcoin has now been around for 15 years and there has not been a Bitcoin 2.0 MH um so there's no crypto 2.0 this is Bitcoin is the is the surviving chain and Bitcoin has become a $2 trillion asset which never in history Financial history has anything reached $2 trillion and then disappeared mhm so we're not it's a different argument if it was a $100 billion okay um the third is the US government is reiterated its commitment to make Bitcoin a strategic Reserve asset MH that's not bad for the price of Bitcoin so if someone has is watching this and said well they don't understand Bitcoin so they decide not to own it it's a cat it's a catastrophic way to look at Market welcome back to the channel opening clip there from Tom Lee and let's just go ahead and jump into today going to be going over some micro strategy and Bitcoin updat so we can see here the most actively traded US stocks for February 11th I'm going to go ahead and refresh this here we can see micro strategy coming in here at $ 3.28 billion just outside the top 10 but still some pretty big volume for a stock that's only $80 billion you compare that to some of these stocks up here they are trillion dollar companies so you can see strategies volume is pretty healthy there and update from KU LR they've acquired 100 Bitcoin for $10 million at around 103k per Bitcoin they now have a Bitcoin yield of 167% year-to date and as of February 10th they now hold 610 Bitcoin they got all that for around 60 million so KR continues to stack more and more BTC continuing to follow the Bitcoin strategy there you can see here another Japanese company Japanese mobile web 3 game Studio gummy today said it will buy Bitcoin for $6.6 million they're going to be staking it on the Babylon platform register proceeds on his income statement gummy files next on his purchase of 1717 Bitcoin in 2021 becoming the second listed game company in Japan to do so so it sounds like they're not going to be buying Bitcoin the native asset BTC but maybe Bitcoin on ethereum Rails or salana rails and they'll be staking that to have some income from that Bitcoin so that's a little bit more risky but it's good to see more adoption for Bitcoin there but it's looking like they're going to be probably getting some wrapped Bitcoin and then from Eric similar he's saying welcome to the zombie Zone where he will be personally spotlighting companies that can unlock shareholder value by adopting the Bitcoin standard sailor has identified thousands of zombie companies public companies things on cash reserves that earn a negative real yield he ises in the break free by making Bitcoin their primary treasury Reserve asset why settle for T bills yielding 4% when Bitcoin has been delivering 40% year overy year returns last year this message resonated with the board as smlr and you see what semler did they fought exactly what Michael sailor and strategy have been doing and they're following that same exact Playbook so what semler is going to be doing going forward he's going to be spotlighting companies and saying hey you can do the same strategy that we've been doing and you can put Bitcoin on the balance sheet and this will help your company grow in the future you want to get rid of the USD and put an asset on your balance sheet that will actually appreciate over time and that's going to be Bitcoin and we can see Bitcoin trading at 96 460 right now down 1% today we got as low today as around 95,000 strategy closed at around 320 that's when Bitcoin was trading at around 95 so Bitcoin does stay around this 965 level our strategy will actually be opening up tomorrow positive we just got to wait and see for that but let's go ahead and get into some other bitcoin news here so Mr 100 has been buying more Bitcoin as of late he was buying a lot last year was selling in late January early February and now he's buying again and there has been speculation around who this Mr 100 is it may be a upbit which is a cryptocurrency exchange wallet but some people think this is a big nation player that's been buying big Bitcoin and not really telling anybody about it so you can see that they have been buying here potentially buying what they think is the dip at around 96 $98,000 for and then in the traditional markets jome pow gave a speech he says that they would only use quantitative easing only when rates are at zero this is what caused Bitcoin to sell off today the QQQ sold off today some of the crypto Market sold off today because PO said this so this is like a shortterm effect on the market Market we have CPI coming out tomorrow this is going to be a short-term indicator whether the market will be bullish or bearish over the next couple of weeks that's going to be released at 8:30 a.m.
tomorrow on February 12th watch out for that CPI I know you may not believe the numbers but the market does trade based off of what happens with CPI the jobs reports we had a strong jobs report unemployment was going down but now if CPI comes in hot people are going to be fearful and they're going to take chips off of the table and we see the market sell off if CPI comes in neutral the market will probably rally if CPI comes in lower than expected the market will actually probably rally even more so that's just my thoughts on CPI and that's just short-term price movements obviously this is not going to change anything over the long term but you got to watch out for these dates in the short term and then look at how many states we have right now that are looking to potenti get a Bitcoin strategic reserve a lot of states and I think what's key here is that at least one of these states this bill actually gets enacted into a law just one state is all we need there have been a couple that have already been denied I believe two states have already been denied uh they you know they didn't pass the voting so I think what would be very helpful going forward is to get one of these states to do it by the Bitcoin see the performance for two to 3 to four years and then other states will be like dang we should did that two to three or four years ago now we need to vote that in so I think that's something we need to see is just one of these states get it in and hopefully we see a one pass but I think a lot of these aren't going to pass you know through Senate and Congress and everything they need to go through but even if we just get one it'd be a pretty big win for the entire country oh and then I have my slides that I order here a little bit but these are the expectations for CPI that's going to be coming out tomorrow so you can see most banks most analysts thinks we're going to be anywhere from around 2.9% to 3.1% on that headline CPI and core CPI is going to be around 2.9 to 3.2 so that's what the analysts are looking for a median forecast of 2.9 on the headline CPI and a median forecast of 3.2 on the core CPI and then Texas says they're going to be buying up to $500 million in Bitcoin every year if they pass the bill so that would be huge buying pressure from just one state so that' be good to see Texas passing that through law and then they'll be buying $500 million of Bitcoin every single year uh but I have a clip here from Cynthia Lumis talking to Drome P wanted to share it with you guys make sure to like And subscribe for more content we have new videos coming out every single day really appreciate every single one of you guys let's go ahead and jump into this clip here just look at the mess the FED made of Silicon Valley Bank and I contend that there is a lack of understanding that is deliberate on the part of the Fed with respect to digital asset policy so the Constitution says Congress is your boss but somehow your staff have not gotten that message so chairman Powell do you commit on behalf of yourself and the Federal Reserve staff to comply fully with all document demands issued by this committee in a timely manner sure will you instruct your staff to be complete in their responses and not to obstruct the oversight functions of this committee you know we we always work with the committee to to be responsive to your requests um sometimes they're beyond our capacity to respond to and we work with committee and with committee staff to do that but we always we we're always responsive to to to committee requests and I'll look forward to engaging with you when you feel that our requests um are outside of the scope of uh the oversight that we have over the FED do you commit to disciplining or removing any staff that are found to have engaged in Deb banking activity furthering operation chokepoint 2.0 or other misconduct I I I can't make a open and committed to commment to remove anybody but I will tell you that uh I am struck and my colleagues and I are struck by the uh by the growing number of cases of what appears to be debank and and we're determined to uh take a fresh look at that in fact I took the thing that you showed during the um de banking hearing when I saw that we're now we're now taking that out of the manual so I thank you for that thank you Mr chairman my time's up
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