@benjamincowen Imagine itโs like Ansem. Remember when Ansem called the top then got โbulliedโ back to bullish at the top. Imagine this is the opposite. Iโm bullish just funny to think about.
00:00 Show
02:16 Hosts live
03:31 $BTC almost 24% weekly candle
03:42 Weekly close above two levels they marked
03:47 Blue box: Bitcoin cheap, not picking the bottom
04:10 Next level 84, then a weekly bull-flip
04:32 Pump Fun weekly 96%, still ripping today
04:53 Pump 140% since that daily close
05:03 Alts sold off 12 months, Pump flipped mid-July
05:52 ETF inflows coming back
06:20 Good news pumps, bad news barely dents it
08:10 Ethereum prints a massive weekly
08:29 $SOL tags triple digits
08:59 Hovering around 100 after the wick
09:28 Ethereum almost 32% on the week
10:18 Bitcoin ETFs: half a billion, six-day streak near 3B
11:06 Saylor back in the green, 4 billion realized
11:52 Debasement trade back: Bitcoin, gold, silver
12:02 Bessent doubles Treasury buybacks to 4 billion
12:27 Druckenmiller article on the buybacks
12:46 The piece reads like AI slop
13:07 Price management bigger than the 4 billion
13:27 30-year yield snapped straight back
13:44 Solvency crisis, liquidity tools
14:12 Forty trillion in debt
14:44 Pay it down, default, or inflate it away
15:23 Inflate the debt, Bitcoin and gold benefit
17:03 Scott Bessent on doubling the buybacks
17:46 The 30-year as the honest number
18:23 Four billion is nothing, the precedent is
18:48 They print the money
19:43 Bitcoin as the hedge in this macro
21:25 Vlad on Iced Coffee Hour, tokenization
21:38 Stocks 24/7 on-chain
22:16 Robinhood crosses a billion TVL
22:36 Tokenized stocks and the Clarity Act
23:03 Uniswap does almost a billion on Robinhood
23:19 BlackRock in Uniswap
24:12 Ondo and the RWA tape
24:37 On-chain markets, 3 trillion toward 100
25:56 BlackRock getting involved in Uniswap
26:58 Robinhood into prediction markets
28:21 Base dipping into real-world assets
29:32 The RWA integration cycle
30:28 Lighter, the Robinhood perp pull
30:33 Lighter volume near 2 billion
30:50 Lighter as a beta to Hyperliquid
31:00 Hyperliquid and the US conversation
31:34 Lighter prints its highest 24-hour revenue
32:02 Hyperliquid fees buy back the token
32:43 Zcash ETF is out
32:53 Bitcoin, but private
33:29 Zcash after the Claude hack scare
33:49 Zcash breaks all-time high
34:55 Ansem on one Bitcoin to 0.1 Zcash
35:34 Zcash around 800, Bitcoin 78.9
36:03 Privacy tape: Zcash and Monero
37:39 Zcash on-ramps, not fully private
38:30 Hyperliquid, Zcash, VVV as momentum trades
38:57 XRP turns the notch back up
40:52 Ripple marketing, the banks-coin story
41:09 Clarity Act matters for XRP
42:20 XRP back toward all-time highs
43:22 Pump as the outlier on the watchlist
44:22 Bull-flips on the Summit cloud
45:39 Bitcoin above 84k, off to the races
46:02 Bitcoin as the liquidity smoke alarm
46:53 Crypto the most oversold tape in 12 months
47:39 Bitcoin through 100 and the crowd arrives
48:16 Forty trillion debt versus GDP
48:54 Jackson Hole this week
49:00 US PCE inflation print
49:33 Crypto Rover: PCE above 3.6 is risk-off
50:13 Gold and silver trendlines
50:32 Gold last bull-flip, 1.8k to 5.6k
51:07 Silver 20-30% since the trendline flip
51:22 Oil down 5%
51:36 Cash Cow runner on-chain
52:03 Cat narrative: Cash Cat, Kate, Base Cat
52:44 Cup and handle on Cash Cat
53:33 Base Cat and the cat tape
54:35 FOMO at number 3 on the finance App Store
55:02 Creator fees for calling coins
55:23 Pump Fun and FOMO, the hot on-chain venues
56:38 Ansem sitting around 300
57:07 If a price sits too long it may not be a good price
57:55 Ansem called the bottom wick
58:54 Site, members, dashboard
60:57 Live Wednesdays and Sundays