The Wolf Of All Streets

“BitGo CEO Mike Belshe says dollar debasement will be the real tailwind beneath Bitcoin's rise "People that have been in Bitcoin for a long time got into this for a pretty long-term view. And the fundamentals of Bitcoin have never been stronger, regardless of where the price may be today." "What we're looking at with the US debt, with the bond market, globally what's happening, it's kind of inevitable that Bitcoin's going to go up in price. Not so much because Bitcoin has to do anything, but because the dollar continues to slide downward. And it doesn't really matter which politicians are in charge, none of them have the strength or the power to change the direction." "Two things happen at once. The dollar goes down, which causes the price to go up by itself. More people learn about Bitcoin, start deploying it, start utilizing it. Those things are both happening, just like they have been for a long time, and the beat goes on."”

“Bitcoin Just Flashed a Signal That Could Trigger a 25% Rally | Mike Belshe https://t.co/MNQewYUOC2”

“Bitcoin Just Flashed a Signal That Could Trigger a 25% Rally | @mikebelshe Discussing Live @ 9 AM EST https://t.co/nZvzMzWlb8 https://t.co/xxwGty6KsS”

“ARTHUR HAYES: “MY NUMBER ONE PICK RIGHT NOW IS ETHEREUM.” SAYS IT COULD DO “3X TO 5X PRETTY QUICKLY.” https://t.co/9AQpEDyMmE”

“"In 2020, we had a 70% decline from the high, but nobody ever calls that a bear market" Mike Alfred compares Strait of Hormuz with Covid and says we'll be back to ATHs by 2027 "Basically the Strait of Hormuz is the virus this time; it caused a compression in Bitcoin where otherwise there wouldn't have been much going on." Just like in 2020, we had a 70% decline from the high, but nobody ever calls that a bear market. They're like, 'oh, that was just COVID, we're just going to hand-wave that away, it didn't happen.' It's totally disingenuous." "Mid-cycle, just before Bitcoin ripped from the 45,000 area where it bottomed, by 2021 it was in the sixties. People forget that that happened very quickly." "My suspicion is that by 2027 we should be back at all-time highs again."”

“"I was down 30% at the absolute lows. But by the end of the year I was up 200, 300%" Mike Alfred says compression periods don't matter if you own the right stuff "In April of last year, everyone was worried that the whole world was going to collapse. We bottomed off the low in early April, and then a lot of the stuff that I own, small cap equities, levered AI, they went up like 10x." "If you own the right stuff you go up so much in those up moves that it doesn't matter how much you retrace in the compression periods." "I just don't lose a lot of sleep about these compression periods if I believe that we're not in a larger bear cycle. And I don't think we are. I think we're actually entering a better environment."”

“Mike Alfred says the doomers were wrong and there was no four-year cycle bear market "The four-year cycle doomers who predicted that Bitcoin would fall all the way into October, it looks like they've already been wrong." "Bitcoin is 76K right now, with yields as high as they are, with oil, with the election cycle and everything that's going on, I would call that a win." "It's pretty clear now that there was no four-year cycle bear market. We did not get an 85% decline. We got a little over 50%. A mid bull market decline rather than a bear market." "I consider it a mid cycle correction, and I've considered this a mid cycle correction the entire time, all the way back before February even."”

“Why This Bitcoin Dip Is Actually Bullish | Mike Alfred https://t.co/ADVugpU1PH”

“Why This Bitcoin Dip Is Actually Bullish | @mikealfred Discussing Live @ 9 AM EST https://t.co/iCy1VWXODR https://t.co/qzHKZXilOH”

“Andrew says boomers matter more than bombs at this point "Nobody will shut up about rates. Two months ago nobody would shut up about the Strait of Hormuz. Two months before that, nobody would shut up about Iran. Two months before that, nobody would shut up about something else. And yet the markets just go up or stay at or near all time highs." "Why? Because ETFs exist and boomers exist, and boomers matter more than bombs at this point." "Boomers have learned and understand that even if there's a war, even if there's a crazy person in the presidency, even if Congress is a bunch of eunuchs that can't get anything done, I'll just put more money into the markets via ETFs, because all it does is go up."”

“Bitcoin is holding 78 despite Japan at 3%, oil spiking, and US yields climbing "Bitcoin's resilience here has been somewhat impressive to me. It's hard to say it's been correlated to other assets over the past few weeks. It kind of had its own big move and it's stuck here around 78, which I find extremely impressive in the face of all those things." "Japan's benchmark bond yield rises to 3% for the first time in 30 years. Oil prices rise as renewed US Iran fighting deepens Hormuz supply risk. And if anybody's taken a quick look at United States bond yields, that whole percent trying to calm the market thing, I don't believe him." "This is all the macro bad news that's supposed to be bad for Bitcoin, and it's hanging in there." "We've been in this space for a long time. I expected Bitcoin to pull back to 72, maybe somewhere in that. It may, but it hasn't. That's the bid associated with ETFs."”

“Andrew on why Morgan Stanley's Bitcoin ETF has zero outflows while $IBIT sees money come and go "Morgan Stanley's Bitcoin ETF, zero outflows in five months. Not a single dollar. That's the bid underneath the markets and Bitcoin as an actual asset." "ETFs are an entity where boomers understand, investors understand, just put money into this stuff and three months from now your account's going to be higher, six months from now it's probably going to be higher, nine months from now maybe a little bit flat, but it's not going to be down 30%. That's how they think, that's how they allocate." "BlackRock's IBIT is a tool, sure it's an investing tool, but it's also tied to their options stuff. You've got huge hedge funds messing around with all that, so money comes in, money goes out." "Morgan Stanley is a pure play American consumer wealth management client product. Money goes in and it stays there. That's the bid underneath Bitcoin, that's the bid underneath the S&P, that's the bid under the Nasdaq."”

“Bitcoin’s $100 BILLION Wall Street TAKEOVER Is Just Getting Started | Eric Balchunas https://t.co/rQxShcpgf1”

“Bitcoin’s $100 BILLION Wall Street TAKEOVER Is Just Getting Started | @EricBalchunas Discussing Live @ 9 AM EST https://t.co/55sTBQjqtx https://t.co/m6JDru3u0S”

“Ran Neuner says an altcoin supercycle is coming, and AI agents will make the onchain economy 100x bigger "The altcoins didn't really perform very well against Bitcoin. They made a lot of promises they couldn't fulfil. We got to the bottom of those promises. And now, if we bounce here, ultimately it's time for there to be an altcoin supercycle." "There were no use cases. Now there are real use cases." "Ansem said it best, we built the best boomer casino, Hyperliquid, and we built the best zoomer casino, Pumpfun. You've got real world assets onchain, people trading them 24/7. Blockchain has put pressure on the Nasdaq to be open 24/7." "All the metrics are going exponential, number of holders of real world assets, number of transactions, onchain activity specifically around Solana. This technology is starting to work." "And very soon, AI agents will start using it. And when they do, that makes an economy that's 100 times bigger."”