🪙 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