📈BTC Targeting $112K by December?! 🚀 Massive AI & Crypto Rotation



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00:00 Introduction
00:46 The Ugly / Michael Burry Upside Down
01:39 NVDA/LULU Pair Chart Down 6x
02:02 The Bad / Bitcoin ETFs Tapering Off Still Green
02:28 SOL ETFs Down
02:38 ETH ETFs Down Harder
02:50 The Good / Crypto F&G Greed
03:25 Oct Green So Far
04:10 Crypto Last 7 Days
04:35 Crypto Last 30 Days
05:06 $112k by mid-Dec
06:36 BTC Power Law Range
08:28 BTC Hash Rising
09:06 Alt Season from 55
09:26 DFDV Stacking Hard
09:52 SOL Dexes More than 4x ETH and 50% of all Vol
10:31 TradFi Coming to SOL for Rapid Settlement
11:19 Crypto Money Makers – Pump Smokes Hype
12:17 Stock Fear & Greed
12:30 Stocks Last 7 Days
13:01 Coding Still #1 Use Case for AI
13:41 Others Saying It Now 😀
14:14 AMD Ramping Hard on Meta MUSE
14:41 AMD Up 311%
15:00 Terafab Getting Real
15:36 SpaceX Buying 5 Gas Turbines From Korea
16:29 SpaceX Breaks Out
17:14 $MRVL CEO sees a $400B AI market by 2030
17:50 Marvell On Fire Up 280%
18:13 Rate Hike Odds Flip From 80% to 20% in 2 Wks

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31 Comments

  1. Sir, do you ever talk about ASML? They are arguably the most important company on earth and have arguably the widest moat.

    ETA, i liked the spaghetti joke

  2. 15:40 Running on natural gas in the U.S. is a no-brainer. It’s cheap, abundant, reliable, scalable, and is far easier from a regulatory and infrastructure perspective than nuclear.

  3. 8:30 Turns out that the proliferation of AI data centers is actually bullish for BTC hash rate. — Many data center operators have contractual obligations to use a fixed amount of energy, and have mining rigs set up to utilize any excess power.

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