BUY STABLECOINS

“stablecoins are projected to reach trillions (even quadrillions) in volume, regulators are stepping in.”

“Morgan Stanley just launched the first major U.S. bank Bitcoin ETF, signaling that Wall Street isn’t waiting around.”

“The petrodollar is dying, oil is being traded in yuan, gold, and Bitcoin for the first time since the 1970s, and the US is entering a new era of yield curve control and structural inflation. We get into his three burners framework, why he thinks we're in World War III, the coming civil unrest from AI-driven job displacement, why Trump and Bessent are pushing stablecoins, and what it all means for Bitcoin.”

“5 to 10% is going to cause immense damage. When cash flows stop at the margin, everything collapses because of leverage.”

“5 to 10% is going to cause immense damage. When cash flows stop at the margin, everything collapses because of leverage.”

“Now first thing, we are bouncing at the exact support level that helped ADA bounce 90200% before, and I'm talking about this level right about 24¢. And you can see right there, right at 24¢, we bounced hard in '22 and in 2023 and again potentially in 2026. Now the first pump, like we were saying, 90%, but the second one actually pumped even harder.”

“What it all means for Bitcoin. Jeff argues we're already living through the collapse of the post-war financial order, the petrodollar is dying, oil is being traded in yuan, gold, and Bitcoin for the first time since the 1970s, and the US is entering a new era of yield curve control and structural inflation. We get into his three burners framework, why he thinks we're in World War III, the coming civil unrest from AI-driven job displacement.”

“Stripe is a payment processing company. They handle credit cards, digital wallets, and they do 1,900,000,000,000 in payments. Stripe has a new blockchain. It's blockchain machine payments a k a. This is the preferred payment for AI. That is gonna be their strategy here.”

“And we are seeing signs that we are about to see an alt season breakout. Altcoin market cap is now broken out of a seven month downtrend. Gordon Gekko saying it is now showtime. This guy has almost a million followers. 846,000 to be exact. Let's go ahead and dive into the charts. But what are we seeing in the Cardano charts?”

“I'm gonna read this out loud. As part of its aggressive economic and political campaign against Brazil is investigating PIX, accusing the payment system of unfairly utter undercutting US financial and technology companies like Visa and Apple. I mean, that's the most absurd thing I've ever heard. Undercutting Visa? Like, do do they realize they have Visa and Mastercard have, like, the top two operating incomes in the history of American business? Like like, there's there's no one that needs less protection than these guys.”

“The way I describe it right now is we're about six months into a pretty deep bear market. Traditionally, bear markets have lasted around twelve months before activity started recovering. That kinda makes me think that by the end of this year, we'll be looking a little bit better. We won't be out of the woods yet, but I do think 2027 will be quite a good year.”

“Why Trump and Bessent are pushing stablecoins, and what it all means for Bitcoin. Jeff argues we're already living through the collapse of the post-war financial order, the petrodollar is dying, oil is being traded in yuan, gold, and Bitcoin for the first time since the 1970s, and the US is entering a new era of yield curve control and structural inflation. We get into his three burners framework.”

“Bitcoin dominance has had a nice move lately, moved 4% in twenty four days, which for Bitcoin dominance is a lot because we're looking at, you know, high, high levels. We're talking about trillions of dollars here, and we passed this 60% resistance area. You see, we rejected, rejected, rejected, shot past it very cleanly. But I do have a warning. Look at the last two times we shot above 60% Bitcoin dominance.”

“Everything we do, we wanna make sure we're doing it in partnership with our clients in our network. To me, they care less about the network. They care less about the clients. I think they care more about the government, Drew. They don't wanna do something just to see the next administration roll everything back.”

“I think the the clarity and genius stuff is, like, you should fade it. I mean, the regulation is always a fade in terms of what's driving price movement 100% of the time. But I think that peep it I think it's the type of thing that people fail to price appropriately the long term effect of. Like, Genius got signed into effect, and then there are a bunch of things that are in motion right now which are going to drive, like, a whole bunch of changes that there will be big winners from.”

“innovations like quantum-resistant Bitcoin tools are reshaping the future of the space.”

“I thought it was really funny in past cycles, especially, like, '21 where, when the institution institutional people, like, tried to basically, like, adopt crypto culture, you know, and you'd have, like like, you know, consulting firms being, like, g m g m. Like, we'd love to chat to you about x y z or just, like, random people at these big companies having, like, you know, board ape PFTs and things like that. And it was very much so, like, we're in our own little world over here.”

“If we implement 50 different state rules that these companies have to jump through and companies that are that are competitors that are competing in the broader world don't have any of them, there is zero chance that's not gonna create mud and slow down The US players. There's just zero chance. And I'm certain the people that are writing these laws don't understand that there might be some global, you know, consequence of what they're doing.”

“his firm aggressively accumulates ETH and crypto funds see renewed inflows.”

“We get into his three burners framework, why he thinks we're in World War III, the coming civil unrest from AI-driven job displacement, why Trump and Bessent are pushing stablecoins, and what it all means for Bitcoin. The days of imperial America as the global hegemon will be drawing to a close. Dr. Jeff Ross returns to the show to break down why the dollar system is ending and what comes next.”

“The days of imperial America as the global hegemon will be drawing to a close. Dr. Jeff Ross returns to the show to break down why the dollar system is ending and what comes next. Jeff argues we're already living through the collapse of the post-war financial order, the petrodollar is dying, oil is being traded in yuan, gold, and Bitcoin for the first time since the 1970s, and the US is entering a new era of yield curve control and structural inflation.”

“This is Mag five CapEx as a percentage of their operating free cash flow bill. And if you look at it in 2025, so that's this year, they'll spend about 66% of their operating cash flow on CapEx. In 2023, their total CapEx was a 156,000,000,000. And this year, it's 379,000,000,000. Right? So radical step up.”

“There's a great video that that Pink references that we can put in the show notes where Bezos has asked about the decision to leave D. E. Shaw and start Amazon, and he said he used a regret minimization framework. He said, oh, it's only a nerd could do that. But he said, that he imagined himself being 80, and would he care that he left D. E. Shaw maybe for win a bonus? Or would he care more that he didn't take this chance, this kinda instinctive chance that he felt like he had to take? And he immediately, after thinking about it in that way, wanted to go do it.”

“The Invest America accounts, now known as the Trump accounts, right, are more capitalism. They make every child a capitalist from birth. A private owner gives them a thousand bucks in a four zero one k like account that they own and control, their family has on their phone. At the start today, there are 65,000,000 kids in the country qualified for an Invest America account. Every kid under the age of 18, and every kid under the age of two will automatically get a thousand bucks in their account. Remember, the accounts have to be funded and established by our 200 birthday, 07/04/2026.”

“Now the project I'm talking about shutting down is JPEG store, and JPEG store was by far the most successful NFT platform on Cardano. They really were the one stop shop for Cardano shop for Cardano NFTs. They are the open sea of ADA, and they just posted this. After serving the Cardano ecosystem since 2021 and sharing an incredible journey with thousands along the way, we've reached a point where the JPEG store and common platforms have to be sunset.”

“One of the more peculiar of all the deals is, and this was disclosed in a core we've filing, was NVIDIA has promised to buy any of CoreWeave's service availability that they can't sell to anyone else. That is very unusual. That's not the same as making an investment. That could easily help CoreWeave with their debtors and and getting more debt financing. But it also means as a investor, we we don't know what's going on with real demand for CoreWeave because we probably won't be told if they start moving into the world where they're offloading to NVIDIA or not.”

“Honestly, the big winners, like, the fundamental compounders that I see this cycle are kind of like, you know, the Ave Morpho Sky Maples Caminos of the world. Right? I think I I think a lot of these Apollo type folks are gonna look at this world and be like, what? I get this. This makes a ton of sense to me. So, anyway, that's like my I think that that this next cycle is just all about that, to be honest.”

“Chet, yesterday, disco fam, you guys, we are here. We were calling this yesterday. We pulled up the liquidity cluster, if you guys recall. Now I haven't hit refresh on this, but yesterday, we talked about $73,500. Highlighted it, gave you the reasons, gave you the rationale. I said, we must wick below this range. Why? The liquidation heat map is calling for it.”

“Tom Lee thinks so, calling a turning point after the Iran ceasefire as his firm aggressively accumulates ETH.”

“I think most people want a very sure 10 to 15% return. That's what I think that's what I think, like, most people are chasing. That's where I think the biggest amount of money in the world is. Have you guys spent a lot of time on, like, the Reddit forums of, like, financial freedom? I actually disagree with you. I don't think we are clouded by crypto that retail wants thousand x's.”

“Bitcoin has made it in the sense that it's still really the only institutional asset class, like, fully institutional asset class. So it's gonna start behaving like institutional assets behave. The original value prop of Bitcoin was you should buy this because this thing might 20 x in your face. And no one believes that anymore, and that's good if you are a kind of like a goal you you don't really wanna buy some there's a whole the big pockets of money in the world don't wanna buy things at 20 x because if it 20 x's, it can go down 90%.”

“We did this survey and asked people if you could start your career over again, would you do things differently? And in that survey, 70% of people said yes. And we did it again with Wharton just to make sure we had, you know, a a true academic survey going on, and they did a lot more people. And that number was still six and ten. There's a great book called The Power of Regret by Daniel Pink. He said, one of the most robust findings in the academic research and on my own is that over time, we are much more likely to regret the chances we didn't take than the chances we did.”

“I'm actually quite I'm surprisingly bullish on real world assets. I think that that would definitely be a thing this cycle. I spend less time there. I'm actually a bit concerned about the risks of real world assets. I wrote a master thesis on DeFi risks back in, like, 2019, and I think real world assets for me right now are, like, highly, highly risky and, like, massive chance of blowing up when the cycle comes back.”

“One thing Mike said, which I agree with is, like, you know, meme coins and n f NFTs, etcetera, I'm not sure these things will come back. But there will be a new thing that people use, especially retail that we don't even know about right now, and that just absolutely blows up.”

“I think anybody that's been a student of financial history has, you know, studied different types of activities that that historically, let's just say historically, have created red flags. And the reason that, you know, any AI you talk to would know what you mean if you said circular revenues is because someone has used it in the past in a way that that wasn't good. And I just described those things to Chai GBT and ask it for its analysis both as an accountant and as a financial investor. And the AI itself, you know, would would find its way toward company names like Enron and WorldCom and those kind of things merely by describing the type of transaction.”

“Tokens are not an asset class. They are a way of they are they are a wrapper for different types of asset classes, period. Like, a token is not a new thing. It's not a new thing. It's just a different way of representing existing assets.”

“Coinbase and Circle have done this deal where Coinbase will allow you to earn 4% on your stablecoin balance, which, you know, to to get that kind of return at another bank, even a neobank, you have to have your direct deposit go there. Here, whether it's $10 or or a million bucks, you know, you put it in stablecoin with Coinbase, and you start earning 4% daily. And on top of that, you can transact immediately out of that account. So you don't have to, like, move it from your savings to your checking to get it to do ACA. But you can send stablecoin immediately in microseconds, and it'll cost you a few pennies.”

“Long term collaborator of payment service provider configured and managed the validator node in house following six months of joint work with their engineering team at Tempo to integrate Visa's infrastructure directly into the blockchain. This isn't Visa, you know, letting in four dorks that look like they work for Doge carrying in their laptops. Visa sent their own dorks to go work with this blockchain.”

“Cardano, hack free. There's zero hacks when you look at Cardano's DeFi. And Cardano's always marketed itself as having robust security. In the face of l ones seeing hacks left and right, this should be a positive catalyst moving forward. But having zero hacks isn't gonna lead to immediate green pumps. But over the long term, it should be seen as a benefit for the larger crypto ecosystem.”

“It appears to me that OpenAI, through all these partnerships and announcements, is trying to create escape velocity. You know? And that could be against the model providers. It could be against a hosting provider depending on how you think the market plays out. But it'll it it creates an interesting stress test for anyone else in the ecosystem to say, are you gonna lay chase? It just feels like they're they're daring people to to follow them, and and I suspect a bunch don't.”

“Cardano does have some good news. It isn't all bad news out there. Cardano stablecoin market cap has tripled over the past year. You can see a huge jump after they implemented USDC's USDCX stablecoin. And we've seen a lot of hacks on Ethereum and seen some issues with Solana DeFi as well. Cardano, hack free.”

“The coming civil unrest from AI-driven job displacement, why Trump and Bessent are pushing stablecoins, and what it all means for Bitcoin. Jeff argues we're already living through the collapse of the post-war financial order, the petrodollar is dying, oil is being traded in yuan, gold, and Bitcoin for the first time since the 1970s, and the US is entering a new era of yield curve control and structural inflation.”

“And so what's really exciting today is, you know, we've gotten to the point where we have US clients, you know, two banks in The US, LeadBank and Cross River, you know, who are now onboarded and are starting to settle their transactions in USDC over the Solana blockchain. So really excited to continue to grow the momentum we have, with stablecoin settlement across our network.”