Rob Wallace | Bitcoin News

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Rob Wallace | Bitcoin News

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Rob Wallace | Bitcoin News

Everyone keeps saying "this time is different." The AI is real. The companies are profitable. The demand is insatiable. And on select metrics, they are not wrong.

It still doesn't matter.

Because what you are watching unfold right now has played out, nearly word for word, in every bubble for the last 200 years. The railroads. The radio boom. The Nifty Fifty. The dot-com mania. They all looked the same. They all sounded the same. And 99% of people never realized they were inside one until the music stopped.

If you own a 401k, you are already on the wrong side of this trade and you probably don't know it yet.

In this video, I run the numbers and show you four things:

1. The two valuation metrics that have flagged every major bubble in history. Both are higher today than at any prior peak. Higher than the dot-com crash. Higher than 1929. In fact, higher than both of them combined.

2. Why South Korea is the canary in the coal mine: funeral funds gambling casket money on leveraged Ethereum bets, grandmothers cashing out life insurance to buy chip stocks on margin, and the smart money quietly heading for the exit while retail buys everything they sell.

3. Why the biggest IPO in history is the loudest warning bell imaginable, and why the NASDAQ rewrote its own rules to rush it through before you noticed.

4. The single most boring asset on the planet right now, why that boredom is exactly the point, and why the trade that wins the next decade is the one almost nobody wants to make today.

The headlines and the math no longer agree. This is not a "sell everything and hide in a bunker" video. It is a "don't blow yourself up at the top" video.

The big money was never made in the buying. It was never made in the selling. It was always made in the waiting.

Watch to the end. Then send this to the one person you know who is about to throw their life savings at the AI trade.

1 week ago | [YT] | 1

Rob Wallace | Bitcoin News

Today we had the pleasure of having Nik Bhatia of ‪@TheBitcoinLayer‬ on stream, and got to hear his take on the AI market:

He says it's not a bubble - at least not yet.

The top labs (OpenAI, Anthropic, SpaceX) haven't IPO'd and for him that alone disqualifies the bubble thesis.

Shortages run through every layer of the stack from chips to energy to data centers to DRAM

Memory is so constrained that NVIDIA outbids smartphone makers, killing low-end production for the cheap devices we have gotten used to.

Samsung and SK Hynix are bid up because building a fab takes years, and their sales are completely booked out in the meantime.

Compute itself is rationed as the world's most famous AI labs split tokens between serving customers and training their own models.

Both sides are short of the spice.

Nik says Micron going from $98 to $898 looks more like a breakout than a bubble to him.

Several trillion in market cap is the destination for the memory maker, whether that takes one year or three.

The conservative way to participate in Nik's view is to own the S&P 500.

Chasing single names is how you end up wearing an SK Hynix hat to dinner.

The bubble signal comes later, when "AI for the dumbest crap you can imagine" starts IPO'ing, and right now we are nowhere near that.

These are the early innings of a super cycle.

Higher rates raising the hurdle rate is a feature as capital must now flow to projects that earn and deserve it.

1 week ago | [YT] | 1

Rob Wallace | Bitcoin News

NEW UPLOAD: “Bitcoin Won’t Warn You…” | Stacy Herbert & Max Keiser Expose BTC-AI Moves

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Rob Wallace | Bitcoin News

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Rob Wallace | Bitcoin News

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Rob Wallace | Bitcoin News

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Rob Wallace | Bitcoin News

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Rob Wallace | Bitcoin News

This week, Strategy bought 22,337 bitcoin. Miners produced 3,150.

That means Michael Saylor bought more than seven times the weekly mined supply in a bear market.

And the deeper you look into it, the wilder it gets.

STRC, Strategy’s preferred stock, raised $1.18 billion last week alone.

This is from a fixed income instrument that did not even exist eight months ago.

A preferred equity product, the kind of thing that normally trades quietly in the background for institutional accounts, just printed $2.2 billion in weekly volume.
$740 million in a single day.

There is no other fixed income product on earth trading like this.

STRC with its 11.5% dividend is becoming the Bitcoin accumulation machine Saylor has always dreamed of.

Every dollar that flows into STRC becomes bitcoin on Strategy’s balance sheet, eliminating thousands of future potential wholecoiners, permanently.

The dividend obligation is fixed, backed by over $2 billion in cash and over $55B worth of Bitcoin.

All while the bitcoin stack keeps compounding.

Critics call it a Ponzi. But they said the same thing about bitcoin at $1. At $100. At $10,000.

The critics always believe bitcoin’s best days are behind it.

If you believe in Bitcoin's long-term appreciation, which the track record demands you do, the math works out overwhelmingly in Strategy's favor.
Now extrapolate further.

Over the last two weeks, STRC raised $1.557 billion. Even in a conservative scenario, assume two dead weeks every month and zero growth, Strategy could still raise another $16 billion from STRC alone before the end of the year.

This would increase their Bitcoin stack by nearly 30% without diluting common MSTR shareholders.

Strategy is already buying 2.66 times the global mining rate and the supply vacuum is accelerating.

And we have not even seen what this machine looks like in a bull market.

Is STRC what takes Bitcoin into its next phase of explosive growth?

2 months ago | [YT] | 12