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🪙 Occam’s Razor Meets Metcalfe 📈 | Treasuries @ the Tipping Point 🔥

#Bitcoin $ETH $SOL $TSLA #Macro #Onchain #ETFs 👋 JOIN THE FAMILY: http://www.patreon.com/investanswers 📈 IA MODELS: http://www.investanswers.io 🧠 FREE INVESTOR PROFILER QUIZ: https://investor-profiler.investanswers.io 📬 IA NEWSLETTER: https://investanswers.substack.com 🪙 IA CRYPTO COMPENDIUM: http://investanswers.io/crypto-compendium ⚙️ IA SCP Profiler: http://investanswers.io/scp-profiler 🌐 TradingView Referral: https://www.tradingview.com/?aff_id=27663 DISCLAIMER: InvestAnswers does not provide financial, investment, tax, or legal advice. None of the content on the InvestAnswers channels is financial, investment, tax, or legal advice and should not be taken as such; the content is intended only for educational and entertainment purposes. InvestAnswers (James) shares some of his trades as learning examples but they are only relevant to his specific portfolio allocation, risk tolerance & financial expertise, may not constitute a comprehensive or complete discussion of such topics, and should not be emulated. The content of this video is solely the opinion(s) of the speaker who is not a licensed financial advisor or registered investment advisor. Trading equities or cryptocurrencies poses considerable risk of loss. Kindly use your judgment and do your own research at all times. You are solely responsible for your own financial, investing, and trading decisions. 00:00 Introduction Where to Ask Questions This cycle, could the treasury company frenzy serve as the leverage that will end the cycle? The Cycle of Life in Bitcoin Analogy: The Forest Fire Why Bigger Players Move Slower Treasury Cohort are the Stackers of This Cycle Nav Premiums Will GO to Zero When Tide Turns! Is this a good time to swap btc for sol? TA say Yeah ! Pumpamentals Nine New ETFs Incoming Could the team/panel provide thoughts on potential impacts of the tariffs pause and trade agreements in the month of July? Can we expect some bottom fishing? Global Macro and Market Reactions Tariffs Generating Well over $300BN in Rev Hope they Buy Bitcoin w Proceeds Tariffs Postponed Again Ran from Crypto Banter recently shared your compendium comparing Solana to Ethereum. He argued that Solana should be compared not to Ethereum itself, but to Ethereum’s Layer 2s—like Arbitrum—when it comes to speed, throughput, and scalability....Curious to hear your thoughts—how do you see this dynamic playing out for Solana over the next cycle? Circle Mints $5.5BN on Solana in Q2 Japan’s Digital Native Bank Creates SC on SOL Top 10 Chains - SOL does 72x ETH Tx Rem SEI does more Tx than SUI Users Transactions Dex Volumes Why ETH Fails IMHO… it is an Issue of Logic! ETH vs SOL is a Class Occam’s Razor Users, Connections, Transactions - WINS! I have Tsla mstr Hims dfdv nvda 3925% roi. As we go into the Bear market, how do we work with the model? Can we add cash as an asset and let the model rotate into cash or do we switch the thing off! How to Position Yourself for 2030 IA’s New Mag 9 Other Names Dr Sanjay Sortino Rankings Some of my assets are in hot wallets like trustwallet and phantom. In preparation for taking profits is it best to place e.g., BTC into a centralized exchange (Robinhood) to swap out to USDC or should we just do that in the hot wallet? Would I get a better slippage either way? I find it that the market sell price on the CEX are much lower than defi. I.e., if the decision is to sell. If choosing not to sell would you wait for CEP to accept BTC (for yield) directly without tax implications? Coinbase Fees Literally Daylight Robbery DEX vs CEX Hot Wallet Security Tips Sure enough, NSE (India) and BSE (Bombay) VoltAmp Transformers Ltd. But here’s the best part: It’s skyrocketed in the past 36 mos. Low debt (website says “no debt”) Was +650% in 24 mos, then MR, then back to +400% and obeying Fibs very precisely. This one is volatile, looks like an energy play in India (which I think is bullish), and I had to share, in case you ever dabble in the international exchanges ! Take a look at the chart and let us know about these types of international assets? How VoltAmp can Help Transformer Bottleneck Transformers are the new AI Constraint! Elon Stockpiling Transformers VOLTAM Great Financials VOLTAM Killer Chart 60% upside With your goal of increasing Tesla to 50% of your portfolio, what would your ideal portfolio percentages be across your five main assets today (Tesla, MSTR, BTC, SOL, and NVIDIA)? Tap Dancing Shoes Tesla Boomer Mama Nails it Helping Animals

Comments

Cloud Dragón

It seems James can see people when the Live Stram going on, how to join it? Thanks

Meekootoo

Thank you, James and crew.

Ramo

On your Bitcoin cycle your missing interdimensional beings 😆 they will buy in when one bitcoin is worth 2 moons of hkatsar 149 in the genocadal system 😀

Ramo

Analogy for the forest fire is good but think of a wavelength 〰️〰️〰️〰️

HODL

I appreciate James’ emphasis on security, a dedicated laptop for cold wallet is nothing when you look at big picture. Elon not happy about bill being passed but it’s gonna pump our bags right? Anyway James is a master at his craft!

RudyForest

Looks like Tesla down $18 Sunday night. Strangest thing on Friday it looked under heavy overhead resistance so hedged but only 2/5ths.

andreas rotation

I've just found uptrade as a broker. I followed a guy from another brokerage and he always did the right thing by me, if anyone is looking to set up multiple off ramps. xx uptrade.au

jwbrit

According to GROK: Circle (Wall Street) is minting Stablecoins on both ETH and SOL. Circle’s multi-chain approach ensures USDC and EURC are accessible across both networks, with Ethereum hosting the majority of USDC supply and Solana enabling faster, cheaper transactions. Tom Lee appears to be very bullish on ETH, partly for this reason.

3324

Yeah Solana does all the work while the other shitcoins take the glory, like every workplace

Fighting Tiger

Just pulled the Orville Redenbocker out of the microwave. Bags are packed. Going to sit back and watch the rocket take off to the moon. Thank you for everything James.