“BEING RIGHT CAN MAKE YOU FORGET THE PLAN.” @DTAPCAP says a winning trade can tempt you to keep raising your expectations instead of taking the gains you originally planned for. “If you have a plan and it happens, it's so hard to actually get this right.” “Maybe make you think it can go to 10 and you wanna hold on, okay, but sell half at five.” “If you don't take some profit, I always say it's a sin against the market god.” Ft. @KevinWSHPod

🔥 bitcoin:native TO $88K IF AN IRAN DEAL LANDS? @kyledoops says a surprise deal could trigger a rally ahead of the midterms, potentially sending the Nasdaq toward new highs and Bitcoin toward $88,000. “What happens if he repositions and says we have a deal?” “As a trader in these uncertain times, you have to have a plan for both directions.” “That is a possibility.” Full Show: youtube.com/live/gYHbWvU6d-Q…

🔥 INSIGHT: JACK GAMBLE QUESTIONS GOOGLE’S AI PAPER GAINS. @JG_Nuke argues that gains from marking up Google’s Anthropic stake flatter reported profits and could reverse if the AI company’s valuation falls. “Paper gains, them marking up their stake in Anthropic.” “Those earnings are not nearly as impressive.” “This market suddenly doesn't look cheap at all.” “You're looking at some pretty big negative revisions.” Ft. @alessandrorisk Full Interview: youtu.be/uERBdnUJtOE?si=sVYl…

CHASING QUICK RICHES CAN COST YOU YEARS OF GAINS. @KrownCryptoCave agrees with @alessandrorisk that wanting money immediately can push people away from compounding and longer term opportunities with better odds. “I can't really blame people for wanting money today. I want money today too.” “The logical portion of my brain has to say, hey, that's not reasonable.” “Play the long game.” “It's a lot more likely things will work out for you.” Full Show: youtube.com/live/Tx4W7F5a48o…

“CURRENCIES ARE NOT MONEY.” @MarkYusko says currencies serve as a medium of exchange but are backed by debt, while gold’s lack of an associated liability is what makes it money in his view. “Money is an asset that exists in the absence of a liability.” “Currencies are not money. They are used as a medium of exchange.” “But why is gold money? Because there's no liability against it.” Ft. @alessandrorisk

“LOWER INFLATION STILL MEANS YOUR CASH IS LOSING VALUE.” @MarkYusko says celebrating a lower inflation rate misses what it means for people holding fiat savings: their purchasing power is still falling. “Everybody's like, yay, it's so low.” “Are you joking?” “Over a 30 year period, you lose half your purchasing power.” “On what planet is that good?” Ft. @alessandrorisk

“YOUR HOUSE DIDN’T APPRECIATE. YOUR MONEY GOT WORSE.” @MarkYusko says his home’s reported 50% price increase reflects weaker money rather than a better house. “My house didn't grow.” “It actually wore out a little bit.” “I had to put money into it just to maintain the status quo.” “The house didn't get more valuable. The money got worse.” Ft. @alessandrorisk

SAM ALTMAN IS “SO DECEPTIVE,” SAYS ELON MUSK. @elonmusk says AI rivals should help keep each other honest, but questions Altman’s honesty when asked whether they could work together on AI safety. “What if we just have a call once a week?” “Why don't you try out the new model, see if you see any problems with it?” “I think competitors would keep each other honest in that situation.” Ft. @kscope_nyc

INSIGHT🔥: CRYPTO ACCESS DOESN’T MEAN EVERYONE SHOULD TRADE. @DTAPCAP welcomes digital wallets giving people access to Bitcoin and stablecoins, but warns against confusing financial access with a trading edge. “It's wonderful that people in Argentina can get out of the peso.” “The reality is that most people who are speculating will lose.” “There's this narrative: everyone is a trader now.” “Everyone maybe should not become a trader.” Ft. @KevinWSHPod

MURAD PREDICTS CRYPTO’S BIGGEST ASSET WILL BE BUILT ON BELIEF. @MustStopMurad predicts status, emotions and human connection will become a larger economic force, making social conviction central to crypto valuations. “In the future, it's going to be your soul and your spirit.” “Things to do with status, emotions and dignity… is actually gonna be the biggest chunk of the economy.” “The biggest crypto asset in the future is not gonna be one that relies on cash flows or utility.” “It's gonna be the one that relies purely on the social premium and the levels of belief.” Ft. @cryptomanran @token2049

ELON MUSK IS WRONG ABOUT MONEY! @DTAPCAP pushes back on @elonmusk prediction, arguing abundance won’t erase people’s desire to own things. “I don't see how value is just going to disappear.” “It's one thing to believe in infinite abundance, which I think is possible, but I don't see money going away in three years.” “They were talking about cash disappearing. Cash is still around.” Ft. @KevinWSHPod

INSIGHT🔥: hyperliquid:native AND solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn DOMINATE CRYPTO BUYBACKS. @kyledoops says Hyperliquid and Pumpfun account for roughly 90% of market buybacks, making them his leading picks in perps and launchpads. “The top launchpad is definitely Pumpfun.” “The top perps platform is gonna be Hyperliquid.” Full Show: youtube.com/live/LBcdcsMkMIo

“YOUR LAPTOP COULD BE THE BETTER HARDWARE WALLET” @balajis, founder of the Network School, argues laptops offer familiar interfaces, robust hardware and less obvious signals that you hold crypto. “A hardware wallet communicates that somebody has crypto, but a laptop doesn't.” Ft. @mert @token2049

YOU CAN FIND MORE GOLD. YOU CAN’T CREATE MORE $BTC OR $ZCASH. @tyler says the distinction is a fixed supply cap, contrasting continued gold mining with Bitcoin and Zcash’s 21 million limits. “Gold is scarce. We're still finding and mining more gold.” “You can't mine more than 21 million Bitcoin.” “You will never be able to mine more than 21 million Zcash.” “A lot of people don't understand that.” Ft. @maxdesalle @cameron

WATCH 🔥: BITCOIN BOUNCING DOESN’T MAKE $MSTR BULLISH? @pedrosilva says MSTR’s move followed Bitcoin’s reaction to deal headlines, rather than a change in its business model. He also questions $STRC struggle to regain par despite millions being deployed. “Bitcoin goes up, Strategy goes up.” “It's not because they have a new model.” “They can't get Stretch to par.” “If you are bullish, I wish all the best to you.” Watch the Full Show: youtube.com/live/fDQ3MnNYMTk…

ALPHA🔥: CAMERON SEES A PATH TO $10,000 zcash:native The Cypherpunk co-founder @cameron says valuing Zcash at 10% of Bitcoin’s market cap would imply roughly 5x upside from the ratio he cites. “I think that privacy is probably worth more than 2% of Bitcoin.” “Let's say it's worth 10%, then you have a 5x.” “You find yourself, I think, easily above $5,000 a coin.” “There's clearly a path to, I think, a $10,000 coin.” Ft. @maxdesalle @tyler

INSIGHT🔥: YOUR PORTFOLIO NEEDS ONE OF THESE TWO ASSETS! @cryptomanran says currency debasement makes scarce assets worth holding. “In a world where every country is devaluing their currencies, you wanna hold the provably scarce asset.” “That's how Bitcoin found its product market fit.” “You must have Bitcoin or gold in your portfolios.” Ft. @token2049 Watch the Full Video: youtu.be/GTaVmxLSRgY

INSIGHT🔥: “THEY TOLD ME TO THROW THE PRIVATE KEYS AWAY.” @intangiblecoins recalls his surprise when setting up multisig, describing redundancy through multiple signing devices rather than relying on one provider. “The first mental crisis I had when I did multisig the first time was when they told me to throw the private keys away.” “I was like, for real?” “You can use multiple devices from multiple issuers.” “You're getting redundancy by having multiple signing devices.” Ft. @scottmelker

ANALYSIS🔥: bitcoin:native NEEDS $85K TO BREAK ITS MIDTERM Q4 PATTERN. @cryptomanran says a year end close above the roughly $85K Q4 starting price would buck the negative midterm quarters he highlights: • 2014: −16.7% • 2018: −42.16% • 2022: −14.75% “If Q4 was gonna be positive, it would be the first positive Q4 on Bitcoin in the midterm election years.” Full Show: youtube.com/live/8g0Ny6Tj7bA

ANALYSIS🔥: bitcoin:native LIQUIDITY MAP FAVORS A MOVE HIGHER. @kyledoops leans toward $86K, with liquidity near $88K drawing his attention. His conviction is narrow: roughly 52% versus 48%. “The liquidity is right for the taking at 88K.” “If I had to choose a direction, I still give this very marginally higher.” “That doesn't mean that there's any guarantees.” Full Show: youtube.com/watch?v=czfKsBlU…