
Bitcoin Vegas (BOOM or BUST?)
Quotes & Clips
4 clipsBitcoin lending firms are conspicuously absent at this year's conference
βThe conference this year, I have yet to see any Bitcoin lending firms. It has basically zero presence here. It's all about AI integration, hardening cold wallets, hardening Bitcoin infrastructure as this AI upswing begins.β
Taking loans against Bitcoin is dangerous at market highs
βTaking loans out against your Bitcoin was the only the most popular at near all time highs. This is a lesson to be learned here. I know it. And it's just cynically hilarious to me to see us rejoice about lending in near all time highs. Arguably, the worst time to take lending out on Bitcoin.β
Current market conditions suggest Bitcoin is likely at a bottom
βBut I generally think that we're at the bottom. I feel like we're at the bottom right now in Bitcoin, and people are getting distracted. There's a whole bunch of distractions going on, and I think getting is good.β
Investor sentiment has shifted from hyperbole to a more relaxed vibe
βRelaxed vibe. You know? No hyper, hyperbolic. This is the takeover moment type vibe that was going on before. It'll be interesting to see how the crowd moment type vibe that was going on before.β
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