The Wolf Of All Streets

“86k all day. $BTC”

“"You always look at market cap to GDP and other charts, and stocks look like they're poised to crash." Dave Weisberger on why the stock market is not overpriced "You said something else, Mike, you made an offhand comment, corporate earnings are off the charts. That's right." "Because of the AI boom, because of a lot of other booms, corporate earnings are at ridiculously high levels, in fact highest ever in terms of percent of GDP. That is why the stock market is not overpriced." "Except the problem is that companies are more profitable now, and that's what people are investing in. So you have to look at the fundamentals also." "Yes, in the short run, markets ignore fundamentals. They trade on momentum." "Now, the direction of momentum at this point is pretty clear. If we do get a break in oil prices, risk markets are gonna rip, and scarcity markets are gonna rip even more."”

“Respectfully, I would not wait for lower $BTC prices. If you were waiting for 40k at 60k, all of the data should force you to reconsider.”

“Bitcoin Could Reach $400K By 2030 | @brian_armstrong 00:00 The Clarity Act and Why It Failed 02:01 The Ethics Issue That Killed the Bill 04:01 Why Democrats Opposed Crypto Regulation 06:01 What Happens to the Clarity Act Now? 08:01 The Risk of Crypto Regulation Without Legislation 10:01 Perpetual Futures and the Future of Markets 16:01 Why the SEC’s New Rules Could Change Crypto 18:01 Coinbase’s Vision for the Future of Finance 22:01 Stablecoins and the Future of Payments 24:01 Why Bitcoin Is Still the Core of Crypto 26:01 Coinbase’s Vision for Onchain Finance 28:01 AI Agents and the Future of Crypto 30:01 AI, Crypto and the Next Financial System 32:01 Why Crypto Needs Better Industry Cooperation 34:01 The Future of Bitcoin and Crypto Adoption 36:01 Why the Next Crypto Cycle Could Be Different 37:56 Final Thoughts”

“Bitcoin Could Reach $400K By 2030 - @brian_armstrong https://t.co/75ryD7aYpS https://t.co/DUoG6yag1R”

“Bitcoin is holding at $78,000 through a rate hike and the Clarity Act failing, and nobody's paying attention "The price of a Bitcoin right now is $78,000. To me that is really good news, considering that we got rejected on the Clarity Act, that rates went up, and Bitcoin continues to hold exceptionally strong." "Bitcoin's up 32% this quarter and nobody's even paying attention. It's like it doesn't even exist. And it's happening consistently with bad news." "I told you in my opinion that we had likely bottomed because bad news stopped mattering. Taylor was selling Bitcoin, 1,000 plus Bitcoin at a clip. We have exchanges collapsing. I think another exchange just collapsed this week. CoinX, SendX, BitMart, BitMEX, a lot of Xs, which is what they now are, ex exchanges." "And none of that mattered. Market just kind of stayed flat, and then we got the massive pump and we've stayed there."”

“BREAKING: JPMorgan says $BTC could receive more relative support than gold if ETF hedging demand declines. Bitcoin and gold ETFs have both seen inflows since late July. At the same time, gold ETFs have recovered all of their earlier 2026 outflows, while Bitcoin ETFs have recovered about half. Short interest in BlackRock’s $IBIT remains near its highest level this year. Short interest in the solana:AT79ReYU9XtHUTF5vM6Q4oa9K8w7918Fp5SU7G1MDMQY Gold Shares ETF is below its historical average. Analysts led by Nikolaos Panigirtzoglou note that other factors will also shape both assets from here. Elevated IBIT hedging versus GLD is the positioning difference they highlight.”

“Brian Armstrong on crypto becoming much bigger than Bitcoin "A lot of people, when they hear crypto, they still think about Bitcoin or something like that. And Bitcoin's great. It's digital gold, it's gonna be here forever. I'm very bullish on Bitcoin." "But crypto is actually much bigger than that now. Crypto is a technology that's updating every aspect of the financial system, from trading of all these different asset classes, including stocks and prediction markets and commodities and FX." "It's also updating payments. Stablecoin payments are growing like crazy. It's doing tokenization." "We can talk later about agentic finance, which I think is very powerful, and that's primarily a phenomenon happening on crypto rails." "So crypto, you should think of it as just a way to update the financial system writ large." "And many people who don't even really care about crypto are gonna be able to benefit from it, just making better financial services."”

“Brian Armstrong on Bitcoin potentially hitting $400,000 by 2030 "Predicting the future is always difficult, and none of this is investment advice." "It's gone through many of these cycles now, where it'll have run-ups, oftentimes around the Bitcoin halving events, where the amount of Bitcoin being mined gets cut in half, and then you'll see drawdowns, and usually they last about a year or so. We've just gone through one of those recently." "Nobody knows for sure, but if it follows similar patterns to the past, hopefully we've seen the bottom of this cycle around 60K or so on Bitcoin, and it's up a little bit from that now." "My hope is by 2030 we could see a $300,000, $400,000 Bitcoin. I think it'll keep going through these cycles." "And then of course, all the other parts of crypto are growing like wildfire regardless of the price of Bitcoin. Stablecoins and perpetual futures and prediction markets and agentic finance are just growing really nicely, regardless of what the price of Bitcoin is doing."”

“GRAYSCALE’S ZACH PANDL SAYS BITCOIN’S $58,000 JUNE LOW WAS LIKELY THE BEAR-MARKET BOTTOM AND THE FIRM IS NOW GIVING CLIENTS THE "GREEN LIGHT" TO ALLOCATE TO CRYPTO https://t.co/pG4Wgxh4Sv”

“BITWISE CIO MATT HOUGAN: "THE BITCOIN RALLY WILL CONTINUE UNTIL THE DEBT SITUATION IMPROVES."”

“The silver lining is we can now stop talking about the Clarity Act and go back to opting out Laura: "In a way this makes the case for the cypherpunk ethos better than anything could. In a way this almost shows the case for self sovereignty. The fact that it even exists as an option is just still so amazing to me. The more time goes on, the way politics plays out just kind of shows the absurdity of that system. It's a persuasive tale for Bitcoin." "Maybe we can get a bit of a default back to the original ethos and the reason that we were all here. Because we've gotten caught up in this very strange, sort of bipolar situation where a lot of us got into Bitcoin because we didn't trust the government, and we didn't necessarily want to cheer for the biggest institutions, and we knew that fiscal and monetary policy were broken." "And then we found ourselves in this unfortunate position where we were sort of cheering for the very same institutions and the governments that were the machine we were raging against." "Maybe now we can go, Okay, I don't need to think about the Clarity Act anymore, the sun's still gonna come up tomorrow, and I can just go buy Bitcoin and forget about it." "I think the silver lining is that soon we'll be able to stop talking about the Clarity Act and we can just go back to opting out."”

“"So congratulations, banks. You've now allowed me to go on Coinbase and earn the yield that you so feared" "The banking lobby said there's going to be a deposit flight because crypto exchanges are able to offer yield. Guess what? The Genius Act, which already passed, guaranteed that Coinbase and exchanges can offer yield." "And the Clarity Act, which the banks opposed, was the thing that was going to fix that loophole and prevent the crypto industry from offering yield. And Coinbase reluctantly agreed to that." "The hypocrisy, the insanity, the stupidity of this is never ending." "I'll take the silver lining now as the opportunity to say we don't have to talk about the Clarity Act anymore. We can talk about the CFTC and the SEC moving forward with pro-crypto regulation, which will happen." "This is just a reminder for all the Bitcoiners out there, like myself, at the very beginning, who are here because we wanted to rage against the machine. Now you can opt out of the stupidity of government once again by simply buying Bitcoin."”

“MICHAEL SAYLOR: "WITH CLARITY STALLED, I EXPECT THE SEC, CFTC, AND TREASURY TO ADVANCE RULES UNDER EXISTING LAW, BANKS TO EXPAND BITCOIN CUSTODY AND LOANS AGAINST IT, AND MORE CAPITAL TO FAVOR BITCOIN AND DIGITAL CREDIT."”

“Bitcoin Sold Off On The Crypto Vote. The Fed Could Send It Higher Today | Laura Shin https://t.co/tfpbRf7D0s”