1 00:00:00,120 --> 00:00:04,080 Speaker 1: While retail investors are chasing mean coins, institutional money has 2 00:00:04,160 --> 00:00:08,000 Speaker 1: quietly exited crypto entirely. What they're buying instead is delivering 3 00:00:08,200 --> 00:00:12,840 Speaker 1: way bigger returns. Institutions have poured over eighty five billion 4 00:00:13,000 --> 00:00:13,960 Speaker 1: into bitcoin so far. 5 00:00:14,120 --> 00:00:18,080 Speaker 2: Just in twenty twenty five. Black Rock alone moved four billion. 6 00:00:18,000 --> 00:00:21,000 Speaker 1: In two weeks. But it wasn't into Ethereum. It wasn't 7 00:00:21,000 --> 00:00:24,040 Speaker 1: Salona or XRP or any coin that you've ever heard of. 8 00:00:24,320 --> 00:00:28,400 Speaker 1: They're buying something completely different. We're talking about real companies 9 00:00:28,640 --> 00:00:32,280 Speaker 1: with real revenues that are outperforming bitcoin by three hundred, 10 00:00:32,400 --> 00:00:36,000 Speaker 1: five hundred and even one thousand percent, and most retail 11 00:00:36,040 --> 00:00:37,760 Speaker 1: investors don't even know. 12 00:00:37,800 --> 00:00:40,600 Speaker 2: This asset class exists. I'm Mark Moss. 13 00:00:40,600 --> 00:00:43,320 Speaker 1: I've been building in selling tech companies since the dot 14 00:00:43,400 --> 00:00:46,199 Speaker 1: com boom. I've been using the power of cycles to 15 00:00:46,280 --> 00:00:48,479 Speaker 1: drive my investing thesis. And today I'm a partner of 16 00:00:48,520 --> 00:00:51,720 Speaker 1: a leading bitcoin venture fund, and I advise companies building 17 00:00:51,920 --> 00:00:53,440 Speaker 1: the future of finance on bitcoin. 18 00:00:53,479 --> 00:00:56,320 Speaker 2: And so we have a front row seat into these 19 00:00:56,440 --> 00:00:58,840 Speaker 2: new companies. And in this video, I'm going to show 20 00:00:58,840 --> 00:01:00,720 Speaker 2: you exactly what we're seeing. 21 00:01:02,160 --> 00:01:04,720 Speaker 1: All right, I got a big video plan for you, 22 00:01:04,840 --> 00:01:07,959 Speaker 1: and really this might be one of the most important 23 00:01:08,040 --> 00:01:10,320 Speaker 1: videos that you're gonna watch. If you're investing money, if 24 00:01:10,319 --> 00:01:12,679 Speaker 1: you want your money to grow, then this video is 25 00:01:12,680 --> 00:01:13,240 Speaker 1: going to be for you. 26 00:01:13,280 --> 00:01:13,959 Speaker 2: But I'm warning you. 27 00:01:14,040 --> 00:01:18,120 Speaker 1: Okay, we're going to talk about big institutional money making 28 00:01:18,319 --> 00:01:20,720 Speaker 1: massive returns, how you can do the exact same thing. 29 00:01:20,720 --> 00:01:22,800 Speaker 1: I'm gonna show you the formula, but I'm warning you 30 00:01:22,800 --> 00:01:25,480 Speaker 1: you may not like it. You might not like it, 31 00:01:25,520 --> 00:01:28,040 Speaker 1: you might not believe it. You might have a closed 32 00:01:28,120 --> 00:01:30,920 Speaker 1: mind that might prevent you from actually seeing this. But 33 00:01:31,040 --> 00:01:33,920 Speaker 1: I'm going to break down the data. Okay, so watch 34 00:01:33,959 --> 00:01:36,200 Speaker 1: this with an open mind. I'm going to show you 35 00:01:36,240 --> 00:01:38,080 Speaker 1: the data, and then you can decide if you want 36 00:01:38,080 --> 00:01:39,360 Speaker 1: to follow this and make a lot of money or not. 37 00:01:39,400 --> 00:01:40,120 Speaker 2: Okay, sound good. 38 00:01:40,280 --> 00:01:41,960 Speaker 1: The first thing we're going to talk about is the 39 00:01:41,959 --> 00:01:44,640 Speaker 1: big rotation out of alt coins. I know this is 40 00:01:44,640 --> 00:01:45,840 Speaker 1: going to hit a source object for a lot of 41 00:01:45,880 --> 00:01:48,600 Speaker 1: you guys, but I've been talking about since twenty twenty 42 00:01:48,600 --> 00:01:51,520 Speaker 1: two that there is no all season coming now. All 43 00:01:51,600 --> 00:01:54,560 Speaker 1: season is specifically typically it's referred to the top one 44 00:01:54,640 --> 00:01:57,440 Speaker 1: hundred and fifty all coins moving up in dominance against 45 00:01:57,480 --> 00:02:01,840 Speaker 1: bitcoin collectively. Of course, there's I think there's sixteen million 46 00:02:01,960 --> 00:02:03,800 Speaker 1: listen on coin marketing gap. Of course, some of them 47 00:02:03,840 --> 00:02:05,840 Speaker 1: are gonna pump, of course, but we're talking about alt 48 00:02:05,840 --> 00:02:08,440 Speaker 1: season and right now what we're seeing is this alt 49 00:02:08,480 --> 00:02:11,000 Speaker 1: coin graveyard specifically, and we're talking about the big money. 50 00:02:11,000 --> 00:02:11,959 Speaker 2: Bear with me here, Okay. 51 00:02:12,280 --> 00:02:15,799 Speaker 1: Now, over the last six years, we've seen this transition. 52 00:02:15,880 --> 00:02:17,480 Speaker 1: Like I said, I talked about a couple of years ago. 53 00:02:17,600 --> 00:02:20,200 Speaker 1: Some people are still like, but Mark, it's gonna happen. 54 00:02:20,240 --> 00:02:22,960 Speaker 1: I'm like, it's been two and a half years. So 55 00:02:23,040 --> 00:02:24,200 Speaker 1: let's take a look at a couple of things. 56 00:02:24,200 --> 00:02:24,320 Speaker 2: Now. 57 00:02:24,360 --> 00:02:26,440 Speaker 1: The first thing I want to show you is, let's 58 00:02:26,520 --> 00:02:29,600 Speaker 1: zoom out, and let's zoom out about five years. Okay, 59 00:02:29,840 --> 00:02:32,440 Speaker 1: we're gonna use this timeframe during the last five years. 60 00:02:32,520 --> 00:02:35,520 Speaker 1: This is a chart of bitcoin priced in US dollars. 61 00:02:36,360 --> 00:02:40,080 Speaker 1: It's up one five hundred and fifty four percent. So 62 00:02:40,160 --> 00:02:42,040 Speaker 1: if you would have bought it here in twenty eighteen 63 00:02:43,520 --> 00:02:46,000 Speaker 1: and held it this whole time, you would have made 64 00:02:46,160 --> 00:02:48,679 Speaker 1: one five hundred and fifty four percent. And of course 65 00:02:48,720 --> 00:02:50,800 Speaker 1: it went up and down and up and down, way 66 00:02:50,880 --> 00:02:53,160 Speaker 1: up and down, way up and down, up and down, 67 00:02:53,240 --> 00:02:56,520 Speaker 1: and it's volatile ride. But it's obviously as you can 68 00:02:56,520 --> 00:02:59,560 Speaker 1: see as trended it up. Okay, let's establish that first. Now, 69 00:02:59,600 --> 00:03:02,160 Speaker 1: what are we talking about, Well, we're talking about let's 70 00:03:02,160 --> 00:03:02,639 Speaker 1: look at some. 71 00:03:02,560 --> 00:03:03,200 Speaker 2: Of the other things. 72 00:03:03,240 --> 00:03:06,160 Speaker 1: Now, the King of alts, the one that everybody's watching 73 00:03:06,240 --> 00:03:09,960 Speaker 1: right now for all season. If Etherium moves, then all 74 00:03:10,080 --> 00:03:12,920 Speaker 1: season is back. We can see from its previous all 75 00:03:12,960 --> 00:03:17,239 Speaker 1: time high right here, it's currently down forty nine percent, 76 00:03:17,360 --> 00:03:20,040 Speaker 1: about half of what it was as previous. Of course, 77 00:03:20,040 --> 00:03:22,919 Speaker 1: Bitcoin is making new all time highs continually, and here 78 00:03:23,000 --> 00:03:26,040 Speaker 1: ethereum is is down nine percent. 79 00:03:26,200 --> 00:03:28,400 Speaker 2: Priced in US dollars. Understand that. 80 00:03:28,440 --> 00:03:30,240 Speaker 1: Okay, we're going to come back to that priced in 81 00:03:30,400 --> 00:03:33,120 Speaker 1: US dollars. Now, let's take a look at another chart. 82 00:03:33,240 --> 00:03:37,080 Speaker 1: If we look at ethereum not priced in US dollars, 83 00:03:37,360 --> 00:03:40,800 Speaker 1: but instead priced in bitcoin, we see something completely different. 84 00:03:41,040 --> 00:03:42,800 Speaker 2: Okay, this is where you have to have an open mind. 85 00:03:43,080 --> 00:03:45,560 Speaker 1: If we look at ethereum priced in bitcoin, it's a 86 00:03:45,600 --> 00:03:49,480 Speaker 1: completely different chart. We can see that ethereum made a 87 00:03:49,520 --> 00:03:52,720 Speaker 1: new all time high here priced in bitcoin, back in 88 00:03:52,760 --> 00:03:56,360 Speaker 1: twenty eighteen, and we can see that it's never reclaimed 89 00:03:56,400 --> 00:03:57,280 Speaker 1: it's all time high. 90 00:03:57,560 --> 00:03:59,560 Speaker 2: As a matter of fact, it's pretty much just. 91 00:03:59,520 --> 00:04:03,240 Speaker 1: Continue to downward trend and it's down eighty four percent 92 00:04:03,960 --> 00:04:06,560 Speaker 1: from its all time high made in twenty eighteen. 93 00:04:06,800 --> 00:04:09,240 Speaker 2: That's where we look at that period. Okay. What this 94 00:04:09,320 --> 00:04:11,880 Speaker 2: tells us is it's sort of like a pump and 95 00:04:11,880 --> 00:04:12,480 Speaker 2: then a dump. 96 00:04:12,720 --> 00:04:16,720 Speaker 1: It never is able to reclaim back it's previous all 97 00:04:16,760 --> 00:04:18,600 Speaker 1: time high. Okay, this is the king of alts. This 98 00:04:18,640 --> 00:04:20,640 Speaker 1: is what everybody's waiting for. This to move, so everything 99 00:04:20,640 --> 00:04:22,880 Speaker 1: else moves. Let's look at another one. You guys are 100 00:04:22,880 --> 00:04:24,440 Speaker 1: gonna hate me for this one, but let's just take 101 00:04:24,440 --> 00:04:26,520 Speaker 1: a look and you can look at the chart, you 102 00:04:26,560 --> 00:04:28,440 Speaker 1: can look at the data, and you can decide what 103 00:04:28,480 --> 00:04:32,279 Speaker 1: you think. Okay, Here we have XRP XRP in the 104 00:04:32,360 --> 00:04:34,960 Speaker 1: same timeframe. This is the same six year timeframe. What 105 00:04:35,000 --> 00:04:38,800 Speaker 1: we see is that priced in US dollars, XRP. 106 00:04:38,600 --> 00:04:39,920 Speaker 2: Made an all time high. 107 00:04:40,240 --> 00:04:42,839 Speaker 1: It was about three dollars and twenty five cents or 108 00:04:42,880 --> 00:04:44,360 Speaker 1: so back in twenty eighteen. 109 00:04:45,440 --> 00:04:48,479 Speaker 2: Then it's sold off, okay, and it's pumped, and it's pumped, 110 00:04:48,520 --> 00:04:51,839 Speaker 2: and it's pumped. It did a big pump, pump, dump, pump, dumb, 111 00:04:52,279 --> 00:04:53,360 Speaker 2: and then now it's up. 112 00:04:53,520 --> 00:04:57,320 Speaker 1: Currently it's sitting about two dollars. Okay, so currently from 113 00:04:57,360 --> 00:05:01,640 Speaker 1: its all time high. It's down thirty four percent off 114 00:05:01,720 --> 00:05:03,640 Speaker 1: of it's high. Remember, bitcoin continues to make new all 115 00:05:03,640 --> 00:05:06,960 Speaker 1: time highs, but priced in US dollars worth thirty five 116 00:05:07,040 --> 00:05:08,280 Speaker 1: cent off of its high. 117 00:05:08,520 --> 00:05:09,599 Speaker 2: But if we look. 118 00:05:09,440 --> 00:05:12,200 Speaker 1: At it another way, so we can start to understand this. 119 00:05:12,760 --> 00:05:15,359 Speaker 1: Look at it priced in bitcoin. Now you see a 120 00:05:15,360 --> 00:05:19,960 Speaker 1: completely different thing. What does this look like now twenty eighteen, 121 00:05:20,240 --> 00:05:23,880 Speaker 1: we made the high, it crashed, pumped, dumped. 122 00:05:23,800 --> 00:05:27,320 Speaker 2: Pump, pump, pump, pump, pump, pump, pump. 123 00:05:27,120 --> 00:05:30,239 Speaker 1: Pump, And this right here is just one more pump 124 00:05:30,600 --> 00:05:34,880 Speaker 1: from its all time high. We're currently down ninety percent. Now, 125 00:05:34,960 --> 00:05:37,040 Speaker 1: before you get mad, this is the data. 126 00:05:37,160 --> 00:05:39,360 Speaker 2: But I'm going to show you where the real money 127 00:05:39,400 --> 00:05:39,920 Speaker 2: is being made. 128 00:05:39,920 --> 00:05:41,400 Speaker 1: Okay, So if you want to make money, I'm going 129 00:05:41,440 --> 00:05:43,800 Speaker 1: to show you that, But first you have to understand 130 00:05:43,960 --> 00:05:45,640 Speaker 1: what's happening. I'm going to tell you why this is 131 00:05:45,680 --> 00:05:48,080 Speaker 1: happening in a second. But you see what we're talking 132 00:05:48,080 --> 00:05:51,400 Speaker 1: about here, Okay. Now, the reason why alts are dead 133 00:05:52,000 --> 00:05:55,800 Speaker 1: is because of the nature of cycles. About every fifty 134 00:05:55,880 --> 00:05:58,880 Speaker 1: years we have a new technological revolution, and each fifty 135 00:05:58,960 --> 00:06:03,200 Speaker 1: year cycle follows four distinct phases. They're very predictable, and 136 00:06:03,240 --> 00:06:06,520 Speaker 1: they give us a different blueprint for investing. Now, that 137 00:06:06,680 --> 00:06:09,600 Speaker 1: is why all all coins are dead, because we've gone on. 138 00:06:09,640 --> 00:06:14,120 Speaker 1: But specifically, we've gone from phase one to phase two. 139 00:06:14,200 --> 00:06:14,360 Speaker 2: Now. 140 00:06:14,400 --> 00:06:17,120 Speaker 1: In phase one, the first part of the cycle, it's 141 00:06:17,120 --> 00:06:18,920 Speaker 1: about a ten year period, ten to twelve beers. 142 00:06:19,440 --> 00:06:20,080 Speaker 2: It is a. 143 00:06:20,200 --> 00:06:24,080 Speaker 1: Retail driven adoption or eruption. So this means the technology 144 00:06:24,160 --> 00:06:26,440 Speaker 1: was just invented. There's a lot of excitement about it, 145 00:06:26,600 --> 00:06:28,080 Speaker 1: a lot of people want to get involved, there's a 146 00:06:28,080 --> 00:06:31,320 Speaker 1: lot of speculation going on. And we made a lot 147 00:06:31,320 --> 00:06:33,680 Speaker 1: of money back then, right, anybody been in that long, 148 00:06:33,720 --> 00:06:34,640 Speaker 1: We've made a lot of money. 149 00:06:34,760 --> 00:06:36,120 Speaker 2: But this was driven by retail. 150 00:06:36,200 --> 00:06:38,440 Speaker 1: Right, This was before the governments got in, before the 151 00:06:38,600 --> 00:06:40,320 Speaker 1: Wall Street got in, before the institutions got in. It 152 00:06:40,320 --> 00:06:44,040 Speaker 1: was retail and we the people the retail we had, 153 00:06:44,080 --> 00:06:46,760 Speaker 1: you know, one thousand dollars to throw in five thousands. 154 00:06:46,760 --> 00:06:48,960 Speaker 1: Some people were throwing hundreds of thousands of dollars in 155 00:06:49,200 --> 00:06:52,040 Speaker 1: and these coins were taking off very small market caps. 156 00:06:52,560 --> 00:06:57,200 Speaker 1: But in phase two we go from what's called the 157 00:06:57,440 --> 00:07:01,280 Speaker 1: retail eruption phase to what's called the frenzy phase. Now, 158 00:07:01,279 --> 00:07:06,200 Speaker 1: the frenzy phase is represented by institutional and sovereign demand. 159 00:07:06,560 --> 00:07:09,840 Speaker 1: So instead of individuals throwing in thousands or tens of 160 00:07:09,840 --> 00:07:12,600 Speaker 1: thousands or hundred thousand of dollars, we now have institutions 161 00:07:12,600 --> 00:07:16,280 Speaker 1: that are coming in with billions of dollars, tens of 162 00:07:16,320 --> 00:07:17,680 Speaker 1: billions of dollars. 163 00:07:17,360 --> 00:07:19,400 Speaker 2: And so the market completely changes. 164 00:07:19,720 --> 00:07:22,280 Speaker 1: Now we can see this pretty simply if we look 165 00:07:22,320 --> 00:07:25,720 Speaker 1: at some other charts of data. So, for example, what 166 00:07:25,840 --> 00:07:28,560 Speaker 1: is more profitable crypto or bitcoin? So in twenty twenty five, 167 00:07:28,600 --> 00:07:32,720 Speaker 1: buying bitcoin is more likely profitable. However, from twenty seventeen 168 00:07:32,760 --> 00:07:36,120 Speaker 1: to twenty nineteen, investing in crypto was more profitable. 169 00:07:36,240 --> 00:07:39,280 Speaker 2: It was the answers change, so it was. 170 00:07:39,280 --> 00:07:43,480 Speaker 1: More profitable than investing in bitcoin on average. Okay, but 171 00:07:43,640 --> 00:07:47,720 Speaker 1: today this is no longer the case. According to data 172 00:07:47,760 --> 00:07:52,400 Speaker 1: gathered by e Toro talk to them, approximately ninety percent 173 00:07:52,520 --> 00:07:53,480 Speaker 1: of crypto. 174 00:07:53,160 --> 00:07:55,040 Speaker 2: Traders lose money. 175 00:07:55,440 --> 00:07:59,920 Speaker 1: That's because crypto traders are playing in phase one strategy 176 00:08:00,280 --> 00:08:02,520 Speaker 1: while we're currently in phase two. I'm gonna show you this, 177 00:08:02,560 --> 00:08:04,560 Speaker 1: and i'm gonna show you what the strategy is moving forward. 178 00:08:04,800 --> 00:08:07,360 Speaker 1: Now we can see this again on another chart here, 179 00:08:07,360 --> 00:08:09,600 Speaker 1: which kind of illustrates it. So what we have here 180 00:08:09,640 --> 00:08:13,480 Speaker 1: in the goldline is bitcoin and the black line is cryptocurrency, 181 00:08:13,680 --> 00:08:16,960 Speaker 1: and you can see how Bitcoin has completely distanced itself. 182 00:08:17,000 --> 00:08:21,320 Speaker 1: And the reason why again is because cryptocurrency has thousands 183 00:08:21,360 --> 00:08:24,000 Speaker 1: and tens of thousands and one hundred thousand dollars going 184 00:08:24,040 --> 00:08:28,480 Speaker 1: into it, and over here we have hundreds of billions 185 00:08:28,520 --> 00:08:29,280 Speaker 1: going into. 186 00:08:29,080 --> 00:08:30,960 Speaker 2: It, and so it's just a completely different market. 187 00:08:31,120 --> 00:08:33,280 Speaker 1: And the reason why is again because as we go 188 00:08:33,400 --> 00:08:36,839 Speaker 1: through these phases, we have to have a different strategy. 189 00:08:37,280 --> 00:08:39,640 Speaker 1: Now I'm going to break this down in greater detail, 190 00:08:39,679 --> 00:08:42,240 Speaker 1: what the fifty years years, what the four phases are. 191 00:08:42,960 --> 00:08:44,520 Speaker 1: It's a big thesis, more than I can cover in 192 00:08:44,520 --> 00:08:45,760 Speaker 1: this video. If you want to sit down for the 193 00:08:45,800 --> 00:08:47,960 Speaker 1: whole thesis and do live Q and A so I 194 00:08:47,960 --> 00:08:50,000 Speaker 1: can explain this to you, I'll put a link down below. 195 00:08:50,040 --> 00:08:51,760 Speaker 1: It's free if you want to come hang out. I 196 00:08:51,880 --> 00:08:53,719 Speaker 1: love talking about cycles, so I'm gonna break the whole 197 00:08:53,720 --> 00:08:56,640 Speaker 1: thing down. Check out the link down below, register for free. 198 00:08:56,800 --> 00:08:58,400 Speaker 1: But let me go ahead and just keep explaining to. 199 00:08:58,440 --> 00:08:59,560 Speaker 2: You what we're talking about. 200 00:09:00,880 --> 00:09:04,600 Speaker 1: In this fifty year quantum wave cycle that we're talking 201 00:09:04,640 --> 00:09:07,360 Speaker 1: about again, we have these four phases and we can 202 00:09:07,480 --> 00:09:10,360 Speaker 1: look back to the last fifty year cycle. They started 203 00:09:10,400 --> 00:09:13,400 Speaker 1: in nineteen seventy one with the birth of the microprocessor, 204 00:09:13,559 --> 00:09:17,920 Speaker 1: which brought us personal computers, telecommunications, and the Internet. Now, 205 00:09:17,960 --> 00:09:20,000 Speaker 1: let me show you sort of how this worked through 206 00:09:20,040 --> 00:09:23,680 Speaker 1: the four phases real quickly. This is a chart of 207 00:09:23,679 --> 00:09:26,199 Speaker 1: what these four phases are. You can see we're on 208 00:09:26,240 --> 00:09:30,840 Speaker 1: our sixth time that it's happened, and each time this happens, 209 00:09:31,160 --> 00:09:36,000 Speaker 1: there's again these four distinct phases. The eruption phase, the 210 00:09:36,080 --> 00:09:38,880 Speaker 1: frenzy phase, the synergy phase. 211 00:09:38,800 --> 00:09:40,040 Speaker 2: And the deployment phase. 212 00:09:40,240 --> 00:09:42,920 Speaker 1: Now we're going to have to change our investing style, 213 00:09:43,160 --> 00:09:46,760 Speaker 1: our strategy or thesis each time we moved through one 214 00:09:46,760 --> 00:09:48,560 Speaker 1: of these. But let me give you an example. So 215 00:09:48,640 --> 00:09:51,080 Speaker 1: let's go back again to nineteen seventy one. We had 216 00:09:51,120 --> 00:09:53,760 Speaker 1: the birth of the microprocessor. So when we're looking at Apple, 217 00:09:53,800 --> 00:09:56,600 Speaker 1: we can see that there was two distinct phases, phase 218 00:09:56,640 --> 00:10:00,640 Speaker 1: one and phase two. In phase one, applet went up 219 00:10:01,000 --> 00:10:05,720 Speaker 1: one point four million, nine hundred and thirty three percent 220 00:10:06,240 --> 00:10:10,640 Speaker 1: one point four million percent. And most people they sat 221 00:10:10,640 --> 00:10:12,480 Speaker 1: on the sidelines. They watched that and they said, oh, 222 00:10:12,720 --> 00:10:16,080 Speaker 1: I missed out. Apple's too expensive. Now, why didn't I 223 00:10:16,120 --> 00:10:18,800 Speaker 1: invest earlier? I always miss out on these I should 224 00:10:18,800 --> 00:10:21,200 Speaker 1: have bought sooner. Oh, well, I'll go find something else. 225 00:10:21,440 --> 00:10:24,600 Speaker 1: But that's because they didn't understand that there's not one phase, 226 00:10:24,760 --> 00:10:28,120 Speaker 1: but there's two phases. In phase two, Apple went up 227 00:10:28,240 --> 00:10:33,680 Speaker 1: another one hundred and fifty one thousand percent. They sat 228 00:10:33,679 --> 00:10:36,320 Speaker 1: on the sideline and watched that entire boom happen. We 229 00:10:36,320 --> 00:10:39,920 Speaker 1: saw the same thing happen with Microsoft. Microsoft in phase 230 00:10:40,000 --> 00:10:45,319 Speaker 1: one went up fifty seven thousand percent, not times a percent, 231 00:10:45,320 --> 00:10:48,480 Speaker 1: fifty seven thousand percent, and everybody thought, oh, now it's 232 00:10:48,480 --> 00:10:49,280 Speaker 1: too expensive. 233 00:10:49,679 --> 00:10:51,640 Speaker 2: I missed out. I wish I would have got it sooner. 234 00:10:51,679 --> 00:10:52,880 Speaker 2: I guess we'll go find something else. 235 00:10:53,080 --> 00:10:56,280 Speaker 1: And then it went on to do another one point 236 00:10:56,480 --> 00:11:01,640 Speaker 1: six million percent return. So if they would have understood 237 00:11:01,679 --> 00:11:04,840 Speaker 1: that there's these four different phases in these cycles, they 238 00:11:04,880 --> 00:11:07,320 Speaker 1: would have understood that they should have pivoted their strategy 239 00:11:07,360 --> 00:11:09,520 Speaker 1: and they could have benefited from that. But we have 240 00:11:09,679 --> 00:11:12,800 Speaker 1: that benefit right now today. Now what we can see 241 00:11:12,880 --> 00:11:16,880 Speaker 1: is the institutions are changes. We went from retail to institutional. 242 00:11:17,120 --> 00:11:21,240 Speaker 1: We can see that there's eighty five billion dollars flowing 243 00:11:21,280 --> 00:11:22,319 Speaker 1: into the market right now. 244 00:11:22,760 --> 00:11:24,320 Speaker 2: This is the institutional money. 245 00:11:24,440 --> 00:11:28,720 Speaker 1: So for example, Blackrock has the largest bitcoin ETF in 246 00:11:28,960 --> 00:11:34,040 Speaker 1: just the last fourteen days alone, four billion dollars has 247 00:11:34,080 --> 00:11:37,480 Speaker 1: come in just to bitcoin, four billion dollars. We have 248 00:11:37,720 --> 00:11:41,520 Speaker 1: eighty five billion dollars that have come into bitcoin just 249 00:11:41,559 --> 00:11:45,120 Speaker 1: bitcoin year to date. We can see this is pension 250 00:11:45,160 --> 00:11:48,320 Speaker 1: funds that have billions of dollars of allocations. This is 251 00:11:48,520 --> 00:11:51,160 Speaker 1: sovereign wealth funds. These are nations that are bringing money in. 252 00:11:51,360 --> 00:11:53,880 Speaker 1: We have giant corporations that are bringing money in. 253 00:11:54,120 --> 00:11:55,160 Speaker 2: We have all these. 254 00:11:55,040 --> 00:11:58,160 Speaker 1: ETFs like the Blackrock ETFs coming in and they're all 255 00:11:58,200 --> 00:12:01,640 Speaker 1: bringing money into bitcoin. Why is that, Well, they want 256 00:12:01,640 --> 00:12:04,480 Speaker 1: to deploy billions of dollars and there's only really one 257 00:12:04,679 --> 00:12:07,480 Speaker 1: asset that's going to be able to hold billions of dollars. 258 00:12:07,559 --> 00:12:10,600 Speaker 1: For example, if you look at the entire cryptocurrency market cap, 259 00:12:10,640 --> 00:12:13,439 Speaker 1: there's about sixteen million of them listed on coin market 260 00:12:13,440 --> 00:12:17,040 Speaker 1: cap today in the top ten. There's only a few 261 00:12:17,040 --> 00:12:20,000 Speaker 1: of them that trade more than a billion dollars per day. 262 00:12:20,320 --> 00:12:22,800 Speaker 2: So if you want to deploy a billion dollars, how 263 00:12:22,840 --> 00:12:23,400 Speaker 2: do you do that? 264 00:12:23,760 --> 00:12:26,920 Speaker 1: You can't deploy a billion dollars and do shibu enu 265 00:12:27,679 --> 00:12:30,000 Speaker 1: or whatever it is. So we have black Rock here 266 00:12:30,320 --> 00:12:33,720 Speaker 1: four billion dollars in just ten days. 267 00:12:33,760 --> 00:12:36,319 Speaker 2: They're trying to deploy in. We can see right here. 268 00:12:38,640 --> 00:12:42,600 Speaker 1: Eighty five billion dollars, doubling the amount of money they're 269 00:12:42,600 --> 00:12:43,440 Speaker 1: putting in per year. 270 00:12:44,080 --> 00:12:45,320 Speaker 2: We can see right here. 271 00:12:46,679 --> 00:12:50,000 Speaker 1: They're pushing a cumutive inflows into bitcoin to forty four 272 00:12:50,240 --> 00:12:54,000 Speaker 1: point three billion dollars. And again, the top ten cryptocurrencies 273 00:12:55,200 --> 00:12:57,360 Speaker 1: can't even accept that type of money, much less the 274 00:12:57,400 --> 00:13:00,760 Speaker 1: other whatever fifteen sixteen million that there are. So we 275 00:13:00,880 --> 00:13:03,720 Speaker 1: understand that the market has changed. We went from retail 276 00:13:03,920 --> 00:13:07,200 Speaker 1: to now sovereign. Now the new asset class that's popped 277 00:13:07,240 --> 00:13:09,840 Speaker 1: up is the micro Strategy blueprint. 278 00:13:09,840 --> 00:13:11,920 Speaker 2: All right, this is changing everything. That's the most exciting 279 00:13:11,960 --> 00:13:12,319 Speaker 2: part of. 280 00:13:12,240 --> 00:13:15,000 Speaker 1: The market right now. So micro Strategy was a company. 281 00:13:15,040 --> 00:13:17,120 Speaker 1: It was a software company by Michael Saylor. I've talked 282 00:13:17,160 --> 00:13:19,439 Speaker 1: about them many times. Of course you know about them 283 00:13:19,440 --> 00:13:21,600 Speaker 1: by now. But what they did is they started a 284 00:13:21,679 --> 00:13:26,040 Speaker 1: bitcoin strategy and they went and changed their name from micro. 285 00:13:25,920 --> 00:13:27,520 Speaker 2: Strategy to Strategy. 286 00:13:27,559 --> 00:13:30,680 Speaker 1: And now they're teaching that same strategy to all other companies. 287 00:13:30,960 --> 00:13:33,360 Speaker 1: Now they have grown their bitcoin holdings. Right here, it 288 00:13:33,400 --> 00:13:36,240 Speaker 1: says five hundred and seventy six thousand. As a matter 289 00:13:36,280 --> 00:13:39,520 Speaker 1: of fact, now it's over five hundred and eighty thousand. 290 00:13:39,559 --> 00:13:41,400 Speaker 1: It's going up so fast we can't even keep up 291 00:13:41,720 --> 00:13:44,520 Speaker 1: five hundred and eighty thousand bitcoin as of May twenty six, 292 00:13:44,800 --> 00:13:48,120 Speaker 1: and they continue to raise billions of dollars to continue 293 00:13:48,120 --> 00:13:50,840 Speaker 1: to put into more bitcoin. And now they're taking that 294 00:13:50,880 --> 00:13:52,679 Speaker 1: strategy and teaching all. 295 00:13:52,520 --> 00:13:54,280 Speaker 2: The other companies how to do that. 296 00:13:54,559 --> 00:13:58,840 Speaker 1: Now, what's interesting about micro Strategy doing this is it's 297 00:13:58,880 --> 00:14:03,560 Speaker 1: beating bitcoin itself. So we looked at the alt coins ethereum, XRP, 298 00:14:03,720 --> 00:14:06,280 Speaker 1: the giants and how they're actually losing money to bitcoin. 299 00:14:06,840 --> 00:14:09,920 Speaker 1: Micro Strategy not priced in US dollars, but priced in 300 00:14:10,120 --> 00:14:15,360 Speaker 1: bitcoin is actually up two hundred and seventy eight percent 301 00:14:16,120 --> 00:14:19,560 Speaker 1: since it adopted its bitcoin treasury strategy. It's up almost 302 00:14:19,640 --> 00:14:23,320 Speaker 1: three times over bitcoin, and Bitcoin's up what do we say, 303 00:14:23,400 --> 00:14:27,480 Speaker 1: fifteen hundred percent, so it's up above that. So the 304 00:14:27,560 --> 00:14:30,680 Speaker 1: key insight is that they're not just buying bitcoin. What 305 00:14:30,720 --> 00:14:33,920 Speaker 1: they're doing is they became a bitcoin company. They learned 306 00:14:33,920 --> 00:14:36,400 Speaker 1: how to leverage the debt and equity markets to lever 307 00:14:36,640 --> 00:14:39,720 Speaker 1: up the bitcoin, which is why they get that additional yield. 308 00:14:40,160 --> 00:14:41,560 Speaker 2: And there's a lot of companies doing this. 309 00:14:41,640 --> 00:14:43,920 Speaker 1: Now we can see that another company right here, a 310 00:14:43,960 --> 00:14:47,480 Speaker 1: company called Metaplanet, has now followed their lead and they're 311 00:14:47,560 --> 00:14:50,240 Speaker 1: getting even better results. As a matter of fact, Metaplanet, 312 00:14:50,320 --> 00:14:53,800 Speaker 1: when priced in bitcoin, not US dollars, is beating bitcoin 313 00:14:53,880 --> 00:14:59,440 Speaker 1: by six hundred and seventy seven percent above bitcoin. That's 314 00:14:59,480 --> 00:15:02,960 Speaker 1: like whatpto currency used to do. That's what ethereum and 315 00:15:03,160 --> 00:15:06,200 Speaker 1: XRP used to do, but now it's happening to bitcoin. 316 00:15:06,800 --> 00:15:11,320 Speaker 1: Publicly traded companies. Okay, why publicly traded companies, It's because 317 00:15:11,360 --> 00:15:15,520 Speaker 1: they need institutional companies need real institutional plays. What we 318 00:15:15,560 --> 00:15:17,720 Speaker 1: can see is this is mining companies are doing this. 319 00:15:18,000 --> 00:15:21,000 Speaker 1: Tech companies are doing this. Service providing companies are doing this. 320 00:15:21,360 --> 00:15:23,400 Speaker 1: Startups are doing this, and this is really creating what 321 00:15:23,400 --> 00:15:26,480 Speaker 1: we're calling a bitcoin treasury strategy revolution. 322 00:15:27,240 --> 00:15:27,600 Speaker 2: All right. 323 00:15:27,640 --> 00:15:31,240 Speaker 1: Now, I sort of call these like bitcoin derivatives because 324 00:15:31,280 --> 00:15:32,960 Speaker 1: I'm not buying bitcoin directly. 325 00:15:33,280 --> 00:15:35,000 Speaker 2: I'm buying a derivative of bitcoin. 326 00:15:35,040 --> 00:15:38,440 Speaker 1: I'm buying a public company that's a proxy that's supported 327 00:15:38,480 --> 00:15:43,080 Speaker 1: by bitcoin. Okay, but they are real companies, registered with 328 00:15:43,120 --> 00:15:47,720 Speaker 1: the SEC, listed on the NASDAC, with real revenue and 329 00:15:47,760 --> 00:15:51,240 Speaker 1: with real returns. All right, So these companies are publicly traded, 330 00:15:51,400 --> 00:15:55,000 Speaker 1: they're built on the bitcoin ecosystem. They're building either on 331 00:15:55,280 --> 00:15:59,560 Speaker 1: and around the bitcoin ecosystem. They're holding bitcoin as their 332 00:15:59,640 --> 00:16:03,320 Speaker 1: treasure asset, meaning they're trying to beat bitcoin specifically, and 333 00:16:03,360 --> 00:16:06,760 Speaker 1: these are ones that have strategic focus. Now the critical 334 00:16:06,760 --> 00:16:11,640 Speaker 1: distinction is again, these aren't crypto projects. These are publicly 335 00:16:11,720 --> 00:16:13,960 Speaker 1: listed NASDAC plays all right. 336 00:16:13,960 --> 00:16:14,160 Speaker 2: Now. 337 00:16:14,200 --> 00:16:16,840 Speaker 1: The reason why is because institutions, if you're a sovereign 338 00:16:16,880 --> 00:16:20,080 Speaker 1: wealth fund or you're a pension fund, you happen to need, like, 339 00:16:20,320 --> 00:16:25,080 Speaker 1: you know, audited financials, you need public trading, you need 340 00:16:25,680 --> 00:16:29,560 Speaker 1: real revenues, You need the company to follow like regulatory compliance. 341 00:16:29,760 --> 00:16:32,160 Speaker 1: And so if you're going to deploy billions of dollars, 342 00:16:32,480 --> 00:16:35,560 Speaker 1: they must follow these things. They must be real companies. 343 00:16:35,800 --> 00:16:38,360 Speaker 1: And that's why we're seeing that with cryptocurrency. What we 344 00:16:38,400 --> 00:16:42,640 Speaker 1: had was white papers from who knows who. Now we 345 00:16:42,720 --> 00:16:47,240 Speaker 1: have public company disclosures. We used to have no revenue. 346 00:16:47,400 --> 00:16:50,560 Speaker 1: Now we have audited financials and real revenue. Again, we 347 00:16:50,640 --> 00:16:52,920 Speaker 1: have real companies doing real things. 348 00:16:52,960 --> 00:16:53,240 Speaker 2: All right. 349 00:16:53,280 --> 00:16:55,920 Speaker 1: Now, let's talk about the performance of these and where 350 00:16:55,960 --> 00:16:58,040 Speaker 1: this is all going. So what we're seeing is a 351 00:16:58,120 --> 00:17:03,120 Speaker 1: complete explosion of performance. These bitcoin derivative companies, these bitcoin 352 00:17:03,200 --> 00:17:09,360 Speaker 1: treasury strategy companies, are completely crushing traditional markets, alt coin markets, 353 00:17:09,520 --> 00:17:12,000 Speaker 1: traditional markets and even bitcoin itself. 354 00:17:12,040 --> 00:17:12,840 Speaker 2: Let's take a look at this. 355 00:17:13,119 --> 00:17:15,720 Speaker 1: So if we look at the Nasdaq, this is not 356 00:17:15,800 --> 00:17:17,960 Speaker 1: since twenty teen, this is just the Nasdaq year to date. 357 00:17:18,160 --> 00:17:21,000 Speaker 2: What we can see is that the Nasdaq is basically flat. 358 00:17:21,000 --> 00:17:21,720 Speaker 2: We had a big dip. 359 00:17:22,000 --> 00:17:24,879 Speaker 1: Donald Trump's tariff scared the market, and now we're basically flat. 360 00:17:24,920 --> 00:17:28,159 Speaker 1: So Nasdaq hasn't really made any money trad fi. We 361 00:17:28,160 --> 00:17:30,119 Speaker 1: can look again. Here's the S and P five hundred, 362 00:17:30,200 --> 00:17:32,800 Speaker 1: same thing. Here's the beginning of the year. We had 363 00:17:32,840 --> 00:17:36,000 Speaker 1: the big tariff scare. We're back to about even. We've 364 00:17:36,000 --> 00:17:38,280 Speaker 1: made no money in Nasdaq. We've made no money in 365 00:17:38,320 --> 00:17:41,360 Speaker 1: the S and P five hundred. Let's look at ethereum 366 00:17:41,600 --> 00:17:43,399 Speaker 1: not since it's all time high. Let's just look at 367 00:17:43,440 --> 00:17:43,720 Speaker 1: it in the. 368 00:17:43,720 --> 00:17:44,880 Speaker 2: Same period year to date. 369 00:17:45,240 --> 00:17:49,000 Speaker 1: So since January of this year, we're down thirty two 370 00:17:49,080 --> 00:17:51,400 Speaker 1: percent when all season right. 371 00:17:51,640 --> 00:17:52,680 Speaker 2: We can look at another one. 372 00:17:52,720 --> 00:17:58,200 Speaker 1: We can see here this is a bitcoin treasury strategy company. Okay, 373 00:17:58,600 --> 00:18:02,119 Speaker 1: not priced in US do but priced in bitcoin. We 374 00:18:02,160 --> 00:18:05,800 Speaker 1: can see this is up one thousand, three hundred and 375 00:18:05,920 --> 00:18:10,119 Speaker 1: thirty seven percent in the same period. This is what 376 00:18:10,160 --> 00:18:12,920 Speaker 1: we're talking about. We're talking about crazy returns. Here's another one. 377 00:18:13,040 --> 00:18:14,920 Speaker 1: You've heard me talk about this one before, mattat or 378 00:18:14,960 --> 00:18:16,240 Speaker 1: it's a little company out of Canada. 379 00:18:16,480 --> 00:18:17,520 Speaker 2: We can see this one's. 380 00:18:17,359 --> 00:18:21,600 Speaker 1: Up three hundred and thirty seven percent in the same 381 00:18:21,680 --> 00:18:23,920 Speaker 1: time period against bitcoin. 382 00:18:24,040 --> 00:18:27,359 Speaker 2: We're talking about real money. We're talking about real, big moves. 383 00:18:28,800 --> 00:18:32,200 Speaker 1: Public companies, public disclosure companies with real revenues. 384 00:18:32,359 --> 00:18:35,880 Speaker 2: Okay, so where is this going. Well, we can see the. 385 00:18:35,840 --> 00:18:39,360 Speaker 1: Migration is happening, right, we can understand there's different phases 386 00:18:39,400 --> 00:18:41,639 Speaker 1: to the cycle. We can see the institutions are here 387 00:18:41,720 --> 00:18:44,560 Speaker 1: to play. But how big are these institutions and how 388 00:18:44,680 --> 00:18:47,400 Speaker 1: much money will they bring? Well, we don't know exactly, 389 00:18:47,440 --> 00:18:49,199 Speaker 1: but we can sort of take a look. So the 390 00:18:49,200 --> 00:18:52,160 Speaker 1: first thing we can look at is these public companies, 391 00:18:52,160 --> 00:18:55,320 Speaker 1: for example, they have to file and they have to 392 00:18:55,400 --> 00:18:57,480 Speaker 1: project out what they're expecting to do. So we can 393 00:18:57,520 --> 00:18:59,200 Speaker 1: look at some of the big ones like micro Strategy 394 00:18:59,280 --> 00:19:02,919 Speaker 1: or Metaplane, Similar Scientific, or Nakamoto or CDP, and we 395 00:19:02,960 --> 00:19:05,360 Speaker 1: can see what they've announced as far as how much 396 00:19:05,400 --> 00:19:07,919 Speaker 1: money they've raised and how much money they expect to deploy. 397 00:19:08,119 --> 00:19:10,120 Speaker 2: And what we can see right here is like here 398 00:19:10,160 --> 00:19:11,159 Speaker 2: micro Strategy raise. 399 00:19:11,080 --> 00:19:14,960 Speaker 1: Ten billion, Metaplanet raise five billion, a Semilar has five 400 00:19:15,040 --> 00:19:18,719 Speaker 1: hundred million available, NAKA has seven hundred million, CP has 401 00:19:18,760 --> 00:19:21,520 Speaker 1: four hundred and fifty eight million. All of that is 402 00:19:21,600 --> 00:19:25,200 Speaker 1: getting ready to be deployed into bitcoin. On top of that, 403 00:19:25,440 --> 00:19:28,840 Speaker 1: we have the ETFs all right, so we can see how. 404 00:19:28,760 --> 00:19:30,640 Speaker 2: Much of those are bringing in as well. 405 00:19:30,640 --> 00:19:32,760 Speaker 1: We can see that the bitcoin ETFs are on track 406 00:19:33,000 --> 00:19:36,720 Speaker 1: to attract between fifty five to one hundred and twenty 407 00:19:37,119 --> 00:19:40,840 Speaker 1: billion dollars in new inflows in twenty twenty five alone. 408 00:19:40,960 --> 00:19:44,119 Speaker 1: So we're talking about one hundred and twenty billion here. 409 00:19:44,320 --> 00:19:47,399 Speaker 1: We're talking about hundreds of millions and ten billions of 410 00:19:47,440 --> 00:19:52,000 Speaker 1: dollars here, again all coming into bitcoin, and specifically it's 411 00:19:52,000 --> 00:19:55,879 Speaker 1: going into these Bitcoin treasury strategy companies. 412 00:19:56,440 --> 00:19:58,840 Speaker 2: This is the new market cap, this is the new 413 00:19:58,880 --> 00:20:00,439 Speaker 2: all coin. This is the rotation. 414 00:20:00,920 --> 00:20:03,160 Speaker 1: And if you want to understand how to get wealthy, 415 00:20:03,320 --> 00:20:05,760 Speaker 1: you have to understand how money rotates from one ask 416 00:20:05,800 --> 00:20:07,840 Speaker 1: to the next, and this is exactly where it's going. 417 00:20:07,960 --> 00:20:09,920 Speaker 1: If you want to understand, there's a whole new set 418 00:20:09,960 --> 00:20:12,680 Speaker 1: of metrics, how do we even evaluate these things? 419 00:20:12,800 --> 00:20:13,560 Speaker 2: How do we measure them? 420 00:20:13,600 --> 00:20:18,320 Speaker 1: Those terms like bps and torque and bitcoin yield and 421 00:20:18,359 --> 00:20:20,119 Speaker 1: all these new strategies. If you want to learn all 422 00:20:20,160 --> 00:20:22,560 Speaker 1: about that and how to evaluate and find these companies 423 00:20:22,600 --> 00:20:23,000 Speaker 1: on your own. 424 00:20:23,240 --> 00:20:23,640 Speaker 2: Check it out. 425 00:20:23,640 --> 00:20:25,280 Speaker 1: I'll put a link down below. Come hang out with 426 00:20:25,320 --> 00:20:27,640 Speaker 1: me next week. I'll do a whole live presentation. I'll 427 00:20:27,680 --> 00:20:29,440 Speaker 1: break the whole thing down for you, and then. 428 00:20:29,359 --> 00:20:30,119 Speaker 2: We'll do live to you and it. 429 00:20:30,200 --> 00:20:31,800 Speaker 1: We'll hang out, we'll have fun, We'll answer all your 430 00:20:31,840 --> 00:20:33,520 Speaker 1: questions live, because I do not want you to miss 431 00:20:33,560 --> 00:20:35,120 Speaker 1: what's going on, So check out the link. 432 00:20:35,200 --> 00:20:36,880 Speaker 2: Come hang out with me live for free. 433 00:20:37,000 --> 00:20:38,960 Speaker 1: Otherwise, if you want to know where Bitcoin's price is 434 00:20:38,960 --> 00:20:42,120 Speaker 1: going by twenty thirty, forty and fifty, you might want 435 00:20:42,119 --> 00:20:43,520 Speaker 1: to watch this video right here,