US politician Sher Biggs just made a huge bet and filed to purchase up to 250K worth of Bitcoin. When people in Congress make bets like these, they know something that we don't. But she's not the only one. >> What is your current ownership of Bitcoin in terms of like portfolio percentage? >> I think probably 90 something% of my net worth is is Bitcoin. And how do I deal with it? Don't do anything. >> You said 90. >> This was from an interview last week. That's Arthur Hayes, the billionaire who started buying Bitcoin back in 2013. What do they know? >> The best returns for Bitcoin have been when we >> Today, we're going to cover the data and charts that are all saying Bitcoin is about to explode. Are you prepared? This is Dante Cook with Bitcoin simply. Let's go. Why is 90% of billionaire Arthur Hayes's portfolio in Bitcoin right now? Why did politician Sherry Bixs just file to buy between 100K and 250K worth of Bitcoin? You know, when the Nancy Pelosi stock Tracker picks you up, things can get spicy. It's probably because she just watched this interview with Jordie Visser on CNBC. Let's check it out. I'll put my neck out on the line here and say the next time I see you, Bitcoin will be significantly higher. There's two catalysts that are happening. Last week, Bitcoin outperformed software significantly. If you go back to when the stock market started to rally, uh we saw breaking correlations between crude trading higher by $11 and yet the S&P 500 finished slightly up to unchanged on a Friday and then we came in the next day. Once you kind of break those correlations between things where people think, oh, software is down, that means Bitcoin should go down. Software was down hard last week, but Bitcoin was up. And so I think we broke that correlation. But there's one important thing, and I highlighted this in a paper I wrote this weekend. We're getting into negative real rate territory. So year-over-year CPI is now at 3.3%. The next time we get a CPI print, you're going to have year-over-year CPI above where 3-month bills are. The best returns for Bitcoin have been when we've had negative real yields. And I think we're going to be in a situation with negative real yields for quite some time. Uh because I don't think inflation is going to come down sharply. And I think we're going to have a problem with how the Fed is going to deal deal with inflation with slowing growth and with the affordability issues. So all of these things feed into a very positive backdrop for Bitcoin. and you have some positive technical signals with a uh a weekly MACD crossover. I'm going to go with Bitcoin's higher the next time I see it. >> This is Bitcoin simply. I love breaking down complex topics for the average person in a way that they can understand. When Jordy Viser says that 100% of Bitcoin's returns come after negative real yields, what does he mean by negative real yields? The term real yield comes from the difference between what you earn in risk-free assets like bonds or what he says three-month treasury bills and what actual inflation numbers are. So if your money market pays you 5% and inflation is 2% well then you have a real yield of 3%. But what happens if the 3-month T bills are 3 1/2% and inflation is running at 4%. Well you have a 0.5% negative real yield. And this means that every dollar that you have sitting in this money market account is actually losing you money. So advisors or other people will start to allocate your assets for you into riskier assets. Assets like Bitcoin, assets like equities. And this is why Bitcoin returns tend to explode after yields go negative. People are just seeking higher returns. Make sense? But this doesn't explain Bitcoin's run from under 70K to 78K last week. Something bigger is happening, and it's this. the increasingly fractious world and the increasing changes to the global monetary order have opened up a space for Bitcoin. And if Bitcoin could be both a store of value and a actual currency, then the price targets we've been talking about and at Bitwise we've been talking about, you know, $1.3 million by 2035. I think you have to ratchet that up maybe another million dollar increment because that's a huge addressable market. I think it's directly the reason we've been rallying through this Iran conflict and it makes me very optimistic long term for where Bitcoin is headed. >> I don't necessarily believe with a $2.3 million price target or that Bitcoin is actually becoming a currency. But there's no question that the perception around Bitcoin is changing. When a $10 trillion global bank like Morgan Stanley posts a Bitcoin wallet address publicly for everyone to see the 1,340 Bitcoin that they own worth about $und00 million, well then that is a signpost that Wall Street is finally adopting Bitcoin and you need to get on board. And this is huge because these are the brokers having conversations with people like Show Otani. And listen to this conversation. Hey Show, uh, want some Ethereum? What about overpriced Los Angeles real estate? What about overcolateralized AAA bonds? Bitcoin. That's because guys like Shoi Otani are smart. They're thinking about the long term. And beyond just gut feel, this is what the data is actually saying about Bitcoin. In a recent study done by On-Ramp, there have been seven geopolitical crises since 2020. When looking at the 60-day forward returns of the S&P 500, gold, and Bitcoin, well, there was a clear winner. The S&P 500 was positive six out of seven times. Gold the lagard five out of seven times. Bitcoin positive seven out of seven times. Every crisis exposes counterparty risk. And Bitcoin is proving that it's not only better than them in percentage terms of returns but also in its consistency. Bitcoin is the asset that people turn to in a global crisis. But let's look at some more data. This time for my friend Z Isaiah Douglas from Swan Private. Every time Bitcoin has had a major draw down below its 100 day simple moving average and then it's reclaimed it, it's been higher 90 days later, not eight out of nine times, every single time since 2015. A perfect track record. Here's what Isaiah says in his analysis. The 90-day median return after it claimed its 100 day simple moving average is 47%. The 180day median is 89%. But despite what the data says, Bitcoin still has risks. >> I don't want to talk about quantum. I talk I want to talk about the liquidity side, the draw down side, clarity act, whatever you think uh is kind of uh you know what what is kind of if anything holding the market back or um potentially something that you're worried about going forward? >> Yeah. Yeah. The interesting thing LG is that before we dive into this conversation between LG and James Lavish on Milk Road, let me tell you about a few companies that I personally use and recommend to people in Bitcoin. The first one is Letin because they allow you to keep their best asset. It's going up forever, Laura. And with that, you don't want to sell it for fiat dollars, which are going down in value versus scarce assets. Letin allows people to borrow against their Bitcoin in an institutional-grade way. Borrow up to 50% loan to value against your Bitcoin. Meaning, if you have a $1,000 Bitcoin stack that you post as collateral, you can get $500 worth of fiat in less than 6 hours in your account. It's not rehypothecated. They only work with Bitcoin. And the loans are between 9.9 and 11.49%, 49% which is about half of what you could get with a credit card. Repay at any time with no credit checks. Go to learn.let.io/simply to get started. It's a product that I personally use when I don't want to sell my Bitcoin and I need cash liquidity to buy something else that's also a scarce asset. Another company that I recommend and another tactic I recommend always is getting a coach. Never go about learning new things alone. Coaches from the Bitcoin way have been trained to help you learn how to keep your Bitcoin stack safe, private, and secure. Not only for you, but for you and your family members. A member of their team will get on the phone and talk you through exactly how to set up Bitcoin at your house. Set up your keys so that there are multiple locations and to make sure that your family never loses your Bitcoin stack. Schedule a free meeting with the team at the bitcoinway.com/partner/dante-cook. Tell them I sent you. >> Yeah. The interesting thing, LG, is that, you know, years ago, I thought, well, once once institutions get into this, that's it. It's going to be it like you you're going to be left behind and it's it's off to the races. The funny thing is, and this is this comes to what I think is the big biggest risk to Bitcoin, which is just the delays of people understanding it and and embracing it. And the here's the funny thing is that somehow once again, Wall Street has figured out a way to get in there before retail. And it there's so much noise around Bitcoin and there's so much negativity around it in the media that by and large we're in our little bubble over here. But by and large, the vast majority of people do not understand it. They don't trust it and they think that it's a it's for criminals and for money launderers and for uh you know people traffickers. They do not get it. And so, funny enough, I thought, and I've been saying it for years, that you can get in before Wall Street takes over, but Wall Street is taking over. Wall Street is taking over. I mean, just look at Morgan Stanley posting a public Bitcoin address. The biggest risk in Bitcoin is that people still don't understand it. If you watch my last episode, you see a conversation between John Stewart and Ben McKenzie where they're talking about Bitcoin is used for illicit activities across the globe. Even though the dollar is used for 30 times more criminal activity across the globe, they talk about it in terms of criminal investigations, fraud, and even epste. This is the main narrative and this is why people don't fully understand Bitcoin. But in this episode, I give you a ton of reasons why this is a great time to consider Bitcoin. One of the main narratives that we heard last week was that Bitcoin was created by the CIA. But Professor Giang highlights the real problem that we're all facing, the problem that they want to distract you from. Remember that America is sitting on $39 trillion in debt. And so the American economy is a Ponzi scheme that relies on um foreign nations to continually buy US dollars. So the US economy would not be able to withstand essentially uh American withdrawal from the Middle East. So, the Americans are stuck where they are right now, unfortunately. >> Bingo. We're living in a Ponzi scheme with $39 trillion worth of debt, and that's why we can't pull out of endless wars in the Middle East. We need more people to continue to use the dollar system, which is being weaponized against them more and more frequently. That's the real problem, and everyone knows it. How will you protect yourself when yields go negative? Will you trust the data that when Bitcoin reclaims its 100 day simple moving average, it goes up on average 42 to 90% over the next 180 days? Will you trust the fact that the data says that when there's geopolitical crisis, Bitcoin goes higher? This isn't just YouTube speak. It's the actual data. And you won't find this kind of information anywhere else because we keep it real and we bring you the alpha. We drop alpha like this 7 days a week. And that's why if you haven't already subscribed to the channel, you should do so. And if you haven't already started buying Bitcoin in a way that maximizes your tax obligation, well, you should consider Bitcoin mining. With the big beautiful bill passing, section 179D can work in your favor when you buy a Bitcoin machine. Offset the cost of these machines while having SAS Mining manage all of the other parts about Bitcoin mining. The hosting, repairing machines, sending it to your wallet, keeping your Bitcoin flowing while you sleep. They take care of all of that. So, get started by using the QR code on the screen. This is Dante Cook with Bitcoin simply. Happy stacking.
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