The move from $16,000 to $126,000 to $60,000 was not a full cycle move. It was just a re-basing before the actual bull run. The actual bull run will take us from $60,000 to at least the $315,000 area. It will correspond with an actual economic and business cycle. Newbs will see.
JUST IN: $13 BILLION IREN BOARD MEMBER MIKE ALFRED JUST SAID THERE’S NO CHANCE #BITCOIN DOESN’T GO TO $1 MILLION
THE MOMENT BTC GOES PARABOLIC, “EVERYONE WILL FORGET” THIS" DIP
“LONG-TERM THINKERS” WILL BE REWARDED
MATTER OF TIME 🚀
Bitcoin is bleeding; the most important IPO moment in market history, with SpaceX, Anthropic, and OpenAI all heading to public markets simultaneously; why the data center buildout is falling dangerously behind schedule; Bernie Sanders' plan to give the government a 50% stake in every major AI company in America, and so much more in today's episode on All Things Markets (@AllThingsMkts) with Mike Novogratz (@novogratz) and me. (@SALTConference)
Watch on X, YouTube, or Spotify, using the link in the comments below.
Timestamps
0:00 Novo and Mooch are back!
0:45 Jobs report: Why is the economy so resilient despite every headwind?
2:11 If you knew everything coming, would you have predicted Bitcoin down 50%?
4:57 Relative Strength Index (RSI) explained
5:55 Is the Bitcoin thesis broken?
8:21 Anthony's Bitcoin position
10:23 The story of 3 IPOs: Anthropic, SpaceX, and OpenAI
12:17 Bernie Sanders "A.I. Is a Public Resource. You Should Own Half of It."
15:40 Galaxy’s data center and what it all means
18:18 The K-shaped economy problem and America's tale of two cities
21:22 Bullish or Bearish 1: Bernie Sanders' AI fund gets serious Senate traction
22:10 Bullish or Bearish 2: The AI energy trade outperforms chip stocks in the second half of 2026
24:24 Bullish or Bearish 3: Bitcoin trades down into the $50s before it gets back into the $70s
27:18 Bullish or Bearish 4: The U.S. enters a recession before year-end
28:03 Bullish or Bearish 5: The Knicks win the NBA Championship
29:46 Novo's story about his father
The AI buildout is absorbing capital at historic scale, creating temporary pressure across global markets. That does not weaken Bitcoin. It strengthens the case for scarce, liquid, digital capital. Bitcoin remains the premier asset for the long term. $BTC
@YourFriendAndy U ain’t kidding. I had a friend reach out minutes ago saying “ I told you so “. I sent him @saylor most recent post talking about the 4 principles of BTC. Told him to read that and to buy the dip and HODL !!! Let’s go.
As a long-time Bitcoiner, I believe the debt crisis won’t improve, debasement will continue, and we’re moving toward a Bitcoin future.
During this transition, I see Digital Credit as the most important asset.
I held nothing back with Pomp on how big I think this gets.
“It’s a massive vacuum. Every single investment bank on Wall Street is out there marketing the anthropic deal, the open AI deal, Google deal the Spacex deal. Everybody has to come up with $400 billion of cash.” - Michael @saylor
Capital is chasing the IPO frenzy. It will revert back to pristine, scarce collateral as technology breakthroughs fuel access and expose moats. The network that doesn’t need a moat wins at the end. #MSTR #BTC
From @TradePMR event.
🎵 “I know this much is true…” 🎵
By British band, Spandau Ballet.
Huh, huh, huh, huh-uh, huh🎶
So true, funny how it seems
Always in time, but never in line for dreams🎶
Head over heels when toe to toe
This is the sound of my soul🎶
@mikefromsubject U have got to be joking!! ND is an amazing school !! Overrated?? I don’t think so. Academics and the sports teams are incredible. Go for 4 set for 40 !!! Go IRISH ☘️!!
The Income Show | Ep 4. ft. @jakob_btc
Our host @IIICapital sits down with Jakob Schillinger to discuss the Future of Money, Technology, Digital Credit, AI, @HermeticaFi, and Bitcoin.
Capital markets are funding the AI buildout at historic scale: ~$400B over 6 months. Bitcoin ETFs have seen ~$4B of outflows since May 14, pressuring $BTC. This is a capital rotation, not a Bitcoin impairment. Volatility creates opportunity.