The Wolf Of All Streets

“Bitcoin Is Winning As Treasury Takes Power From The Fed | @CaitlinLong_ 00:00 Tokenized Deposits Are Finally Taking Off 02:12 Why Tokenization Is Suddenly Moving So Fast 03:24 Tokenized Deposits Could Replace Stablecoins 07:24 Genius Act vs. Clarity Act 09:20 What Crypto Was Actually Built For 11:02 Bridging Traditional Finance and Crypto 15:04 Is Operation Chokepoint 2.0 Still Alive? 18:09 What Really Happened to Silvergate? 26:44 How the Midterms Change Crypto Regulation 34:52 The Bond Market Vigilantes Are Back 36:29 Is Another Bond Market Crisis Coming? 38:29 Treasury Is Taking Power From the Fed 39:40 Why All of This Is Bullish for Bitcoin 40:19 Can the Fiat System Keep Surviving? 42:23 Why Bitcoin Is Going Much Higher 42:43 Don’t Give Up on Self-Custody 44:07 Final Thoughts”

“Bitcoin Has Already Bottomed - And Almost Nobody Sees It | @DTAPCAP Discussing Live @ 9 AM EST https://t.co/9R53G1fgau https://t.co/RLfFhX227p”

“Going to put my full $5000 election check from Trump into $LAPTOP and retire.”

“$LAPTOP rips past solana:6p6xgHyF7AeE6TZkSmFsko444wqoP15icUSqi2jfGiPN at $110B, before crashing to $400M "I'm not even gonna take a look at the chart right now because I looked 90 minutes ago and I spontaneously vomited on the desk and I decided that I didn't want to spontaneously vomit once again live." "I told you yesterday that $LAPTOP from Hunter Biden was launching. We have yet another political grift in the meme coin space, promising amazing utility if you buy their token because it'll support the Democratic Party and the Bidens and Bitcoin price going up. "It went from zero to a 110 billion dollar in about five minutes. Trump token made it to about 75 billion for reference, but it went straight up and then had slowly just, just continued all the way down to last time I checked, it was about $400 million." "If the token was up at, let's call it what, $400? You're the top, you know, now trading under a buck." "This is entirely avoidable. This is entirely criminal. This is entirely stupid and if you're still participating in these, you probably unfortunately deserve exactly what you're getting."”

“Bitcoin spot ETF inflows hit $731M, the largest single inflow day since January "Usually when we're talking about what's signal and what's noise we don't talk too deeply about the daily ETF inflows and outflows because it generally gets washed away in the news cycle, but when you have the largest day here in September, basically of the entire year since January, it's worth noting almost a billion dollars in inflows into the Bitcoin spot ETFs." "IBIT, of course, from BlackRock had 454 million of those, but six other funds also had inflows." "August had approximately $3.5 billion in inflows, strongest month since September 2025, and that was right before the October peak of the entire market. So this is a real trend that started in August when Bitcoin started to move up towards the end of the month." "It was the bond market that sparked this, the fact that Treasury announced that they were going to double their buybacks, that was the catalyst. But now we're weeks removed from that happening and prices are still high and inflows are still increasing, which means that there's actually an institutional, and retail bid underlying this price move, giving a lot more confidence that this is strong and that it could potentially be a lasting move."”

“Bitcoin Started the Move - These Altcoins Could Deliver the REAL Returns | @cryptomanran 00:00 Why This Bitcoin Cycle Could Be Massive 02:08 Did Crypto Boredom Mark the Bottom? 04:47 Why This Looks Like Bitcoin’s 2023 SVB Breakout 07:23 Wall Street Starts Rotating Back Into Bitcoin 14:19 Bessent Goes to War With the Bond Market 18:21 Will the Clarity Act Actually Pass? 20:15 Why This Could Be an Altcoin Cycle 21:35 ETH/BTC Breaks a Nine-Year Downtrend 22:03 AI Agents Could Drive the Onchain Economy 23:49 The Case for an Altcoin Supercycle 25:21 Which Altcoins Actually Have Upside? 26:18 Have Solana and Ethereum Won the L1 War? 27:35 The Next Crypto Winners Will Be Applications 33:18 The Biggest Lesson From Previous Crypto Cycles 35:26 Ran Reveals His Crypto Portfolio 41:00 How to Actually Take Profits This Cycle 41:35 Avoiding Crypto VC Deals 43:09 Why Conviction Beats Getting Early Access 44:27 STRC, Michael Saylor and Strategy’s Next Move 46:39 Final Thoughts”

“This is bullish. Massive sell walls are used to hold price down while someone accumulates.”

“Bitcoin spent a historically long stretch in fear, and one week of greed is not the top "Crypto greed gauge hits highest since just before October's nineteen billion wipeout. I am seeing this narrative everywhere and it drives me absolutely nuts." "Bitcoin spent a historically long period in fear. If you were looking at the sentiment index it was fear, slight spikes out, extreme fear, for months at a time, something that had never happened before. We finally exit fear and get into greed for the first time, and you already have the crypto media talking about the October nineteen billion dollar wipeout and how this is exactly the same." "Take a look back at the crypto fear and greed index then, and you will notice we were in a raging bull market with Bitcoin going all the way up to one hundred twenty six thousand. Much like how we have been in fear here, we had a long sustained period of greed and extreme greed." "We just got there. This is just the beginning of a sentiment shift, and it is disingenuous to compare it to the top of the entire bull market. Much like RSI can stay overbought for a very long time when things get going, so can greed sentiment remain elevated. I think this is a bullish narrative and not a bearish narrative."”

“Kalshi has Bitcoin reclaiming 100k by January 2027 at 29%, so sentiment isn't near bullish yet, which means there's still fuel here "When will Bitcoin cross 100k again on Kalshi? Still very little confidence of that, even after all of this. We have a 29% chance that it happens by January 2027, which is still relatively soon." "Back here, and this is not that long ago, just in May, people really believed it was going to 50 something percent chance. So we're nowhere near even the high sentiment that this bull market is back." "Looking at how people are actually placing their bets, that means there could still be some more fuel here. If that was 75%, I would be very worried." Austin: "Especially on short term price moves, you've got to fade the crowd." "On the flip side of the coin, if you're a long term investor, don't even look at that stuff. Just keep DCAing. The worst thing you can do is change ..."”

“The same signals that marked the bottom are now showing up as signs of a local top "A lot of the signals we saw that were very key signs of a bottom are now showing up as key signs of a local top. I do not think this move is over, I'm just getting excited to hopefully buy some dips as price drops here. Bitcoin has a tendency not to give you the dips you want, but that's what I'm looking for" "Those signals are overbought RSI now. We had almost historically high RSI on the daily chart. We're seeing bearish divergence with overbought RSI on lower timeframes, meaning strength abating even as price continued up" "And we're at key levels of resistance. The 50 moving average on the weekly chart, we basically went right up to it and got rejected. That's the kind of area you'd be looking for price to retrace below, to gather up strength to go back above"”

“Avi on the unexpected sequence that produced the debasement trade "What really stuck out to me was gold, when gold started to trade well off that 4000 base, which is also a completely flow based trade. You had the Korean central bank start buying again, you had China stop selling to shore up reserves" "It set up a really good environment for what we're now experiencing, which is the debasement trade. You have Bessent pouring $4 billion into Treasury buybacks and basically saying that we're willing to intervene, and he's intervening in the yen markets" "This wasn't really on a lot of people's radars, people just didn't think that was going to happen" "I think Bitcoin really can only rally when the primary form of returns is money printing, or debasement. That's what we're seeing now, and that's why Bitcoin started to go up"”

“Bitcoin needs to hold above around $82,800 to break the bearish structure "I do believe we are likely near a bottom. All the signals I've been telling you about for months were there, and now we've passed some fundamental levels that I think are important" "That said, for the technical analysts out there, Bitcoin needs to get above around $82,800 and hold there to make a new higher high and abolish the bearish market structure that still exists" "If I had a gun to my head, I would imagine we see some sort of retracement to some degree. Let RSI cool off, let the chart cool off a bit, maybe go back and test the low 70s or high 60s, get people thinking we're in a bear market again, and then gain fuel for that next rally" "It's nice not to be trading sideways at $64,000 indefinitely. It seems Bitcoin finally produced the perfect bottom signal, which was everyone stopped caring. Perfect time based capitulation"”

“"I've not been able to figure this out, who was short in that size at like 63k" Alex Thorn on the hubris that may have marked the bottom "It hasn't quite made sense yet" "Liquidation data is a little noisy and hard to gather with confidence, but it was the largest liquidation of shorts we could find. I think it eventually was well over 2 billion, maybe towards 3 billion in short liquidations, effectively at the 52 week low" "Maybe that's the type of hubris that helps mark a bottom, the shorts way too short at the bottom. This usually does happen if you go through various cycle bottoms for Bitcoin, just the way longs get carried out on stretchers on October 10th" "We were stretched to the downside, so I think it was susceptible, there was the dry kindling in the fire, susceptible to a spark"”

“Bitcoin BREAKOUT Could Be Just the Start - AI May Reallocate $50 TRILLION | @billbar 00:00 Bitcoin Finally Breaks Out 01:12 Why Trump’s Policies Are Bullish for Bitcoin 05:22 The U.S. Debt Problem and the Battle With China 08:12 Why Trump Wants Lower Rates 11:59 Is Bitcoin’s Four-Year Cycle Still Alive? 15:55 Trump, Hyperliquid and the Future of Perps 17:38 Why Everything Is Becoming Tradable on Crypto 19:30 Bill Reveals What Abra Is Building Next 22:34 Where the Yield on Bitcoin Actually Comes From 26:44 The Financialization of Crypto Is Here 28:02 What Comes After Tokenization 32:57 The $50 Trillion Wealth Reallocation 33:26 Will AI Replace Financial Advisors? 35:30 Why 24/7 Markets Need AI 36:40 Bitcoin’s Role in an AI-Driven Financial System 39:09 Ethereum vs. Solana and the Future of Blockchains 42:00 What Happens When AI and Crypto Truly Merge? 46:06 Will Humans Eventually Merge With AI? 47:54 “AI Is Never Going to Be Dumber Than It Is Now” 49:02 Are Million-Dollar Bitcoin Targets Still Realistic? 49:38 Why Bitcoin Could Become the World’s Pristine Collateral”