The Wolf Of All Streets - Bitcoin & Crypto PRIMED For BULLISH Reversal Into September?

Episode Date: August 19, 2025

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Starting point is 00:00:00 Is the retracement over and are Bitcoin and Crypto primed for a bullish September and a bullish reversal into September? There are some signs that that may be the case. This was just a normal sort of down August and that things might be ready to ramp up to discuss that all right now with Andrew and Tillman. Let's go. Let's go. Good morning, everybody. As you can see, I am shipwrecked on a random island in the shadows here. A lot of light behind me. I'm not a good producer, so I really couldn't figure out in the last five minutes
Starting point is 00:00:48 how to get my camera to look good. And I don't really care because most of you just listen and tune me out anyways. Two people you should be listening to are Andrew and Tillman. Can you guys hear me well? Yeah, yeah, we got you. All right, guys, we got the title here, Bitcoin and Crypto Primed for Bullish reversal into September. I know that many people here are not much for charts and things like that, but my favorite signal, I'm just going to say it's showing right now. And it is trying to bring up the screen, bullish divergence right here with RSI on the four-hour chart.
Starting point is 00:01:21 It's my favorite thing in the whole world. It's what I trade on. As you can see, you add bearish divergence at the top with RSI overbought, and now you got bullish. divergence with RSI oversold. Is it that easy? It usually is. What do you, what do you guys thinking here? That's my favorite signal. It's probably got an 80% hit rate at least for like temporary bottoms and tops. You know, maybe it comes down a little more, but it feels like we're bottoming at the very least here. What do you think, Andrew? You know, charts are awesome and interesting. So are calendars. We're moving into a calendar period where just by sheer force of will, Wall Street
Starting point is 00:01:58 comes back and starts shoveling client money into asset classes. And that's what's going to be happening across, first and foremost, crypto ETFs, so both Bitcoin ETFs and Ethereum ETFs. I've said several times in the last couple weeks on my ex-account that, you know, we're going to get to 135 and it'll happen really fast. It'll happen kind of in a blink of an eye. And I still think that's the case. I think that sell in May and go away is literally coming to an end as we speak,
Starting point is 00:02:31 and we're headed higher. So I love the title, bullish reversal into September. I think that's true. You know, we may have a quote unquote head fake or two that moves us a little bit lower. But, you know, again, you can't, you simply can't argue with, you know, large inflows of capital in the fall. all. You just can't do it. It's going to happen. And so it's just a question of to what level does Bitcoin push higher. Yeah, Tomit, I know you don't care about what the price is today or next week or whatever. But still, you know, we can have a general outlook. Well, I'm, I am not a
Starting point is 00:03:15 price guy, but I would speculate that the bull run is not over. So if the bull run's not over, it's just a matter of time when the reversal happens. And even if we, dip a little bit more. I love the dips. Those are the buying opportunities. Like if you believe in the thesis of Bitcoin and you believe that we're going to what all the, you know, talking heads say that we're going to, six
Starting point is 00:03:37 figures plus, you know, mid six figures, 500, 250, 350, 750, 750. We haven't even begun the race, right? So the fact that we're looking at this pullback and even speculating as to whether
Starting point is 00:03:53 it's the end or not, you know, it It would, if it's the end, we did basically a double visible run. That's very, very unusual. And it would, in my opinion, change the thesis around the four-year cycle. Absolutely. Like, you know, there's a lot of speculation as to whether the four-year cycle's dead or not. But, you know, I just don't, I don't see it. So yes, I agree with both of you. The price should bounce pretty good. And if it doesn't find it. Yeah. We got to be so bored if we're talking about $115,000 Bitcoin as bad. I mean, I mean, you know, even. Andrew, you say selling May and go away. I think the May top was like 110, but price was generally lower in May. So when do we ever get an up summer and we're bitching coming out of August? Exactly. You know, we were at 124, what, like two weeks a week ago? Two weeks?
Starting point is 00:04:39 I mean, we were just there anyways, retesting the highs. Yeah, there was, you know, I, you got to love reply guys. I've got a couple reply guys. One of them was consistently saying in summer, oh, it's a sideways summer. Is he in September? Sideway summer seeing in September. and that was at 106, 107, and we bounced to 122, 123. So not sideways summer.
Starting point is 00:05:03 And, you know, again, the fall we should see, you know, we're, we're, we're, we're, I'm watching clips from the Wyoming blockchain deal, which is part of the salt conference network. Um, you know, there's a lot of meaningful folks, uh, with meaningful amounts of, of, of capital and allocations to make at, you know, conferences like that. lots of extraordinary sort of announcements that, again, are going to overall affect liquidity associated with both Bitcoin and crypto markets. And, you know, we still have IPOs that are on their way to traditional markets associated
Starting point is 00:05:46 with the crypto space. So none of that is downside narrative. You know, again, you know, other than some Kuki Maduro. guy on Twitter saying somehow they're manipulating the price of Bitcoin to keep it down. What are the downside narratives associated with Bitcoin? There aren't any. If there are, they're very, very limited as opposed to the upside narrative. So that's what I bank off, right?
Starting point is 00:06:16 Yeah, I mean, you mentioned Wyoming. Obviously, we have Jackson Hole, Salt Conference, both happening there. And then a huge announcement that Tillman just actually. showed me right before the show because I'm shipwrecked on an island, so my news flow has been kind of bad. Boss Mike, he's actually in a boating accident out here. But Wyoming state debuts U.S. dollar stable coin on seven blockchains. What?
Starting point is 00:06:38 Yeah, I think this is the story of the day for sure, and if it's not the story of the month. And I think it's the story because, you know, I was pretty excited when I heard about these large institutions doing layer ones or having interest in doing layer ones, specifically stable coins and it's been a popular trend here. There's a lot of stable coins coming out. To have a state issue a stable coin, I think is an ace. Which one would you rather own something that state issued and transparent and part of the system versus some institutional coin that may or may not have that type of transparency? I just think this is a massive deal. And the fact that Wyoming's leading way. It doesn't surprise me. I mean, they led the way in terms of it. Maybe it matters
Starting point is 00:07:28 which state. A California stable coin might hit different than a Wyoming stable coin for people. Well, there's been a huge movement away from, for example, you know, Delaware and corporation and moving it to Wyoming, right? Because of, you know, for all intents and purposes, the politics associated with Delaware and some of the things that have gone on there. And so Wyoming has benefited in a huge way by being innovative and open. And so there's been big, big moves in mass to Wyoming associated with incorporating there and domiciling there if you're a corporation. Same thing by doing this, they're opening themselves up to, again, a rush of innovation associated with digital assets, the digitization of the dollar, the banking innovation that they're putting their money where their mouth is. They're innovating and pushing the envelope.
Starting point is 00:08:25 No question that, you know, Caitlin has been at the forefront of this, pushing the envelope, pushing the Fed, going head to head. This is another of those moves that says, hey, we're going to step out in front. We're going to make something happen. And let's see if we can gather, you know, additional eyeballs, additional capital and additional corporations to come and do business here in Wyoming. Well, there's a few insider things that they're talking about here that I find really fascinating. Number one, the fact that they chose Avalanche, I did an exhaustive two-year study on real world assets and blockch
Starting point is 00:09:07 chains and which chains should be chosen, which ones are the most mature, which ones are capable and functional. And Avalanche is at the top of that list. So they're definitely getting good counsel as it pertains to the technology, I would say that, number one. Number two, you know, things that they're saying, like Avalanche put out a pretty good tweet this morning, I'll retweet it, it says reducing time. We did a pilot program on the, they're calling it front coin for real time. Yeah, Frontier. Frontier, yeah. For contractor payments, reducing timelines from 45 days to seconds.
Starting point is 00:09:41 I don't know if you guys have ever done contract work for the government. But the reason why all the prices are so high is because the only firms, that can cash flow the project until they get paid on government jobs are these massive firms and they build in a large buffer of margin to account for the complexities and the difficulties in getting paid by the government. And so streamlining government payments is going to reduce costs, period, the end. So I love that. And then the second thing says, now imagine what's next, real-time tax refunds.
Starting point is 00:10:19 That's game-changing stuff. If they're able to pull this off, every single state's going to do it. And it, you know, it would lend itself to think that the entire government would see the efficiency delta here and pursue it.
Starting point is 00:10:34 Then we get a central bank digital currency. Hooray. But yeah, just for clarity, because I do see Avalanche wrote about this. It's actually being, I don't know if you saw this, but it's being debuted on seven blockchains. So we got Arbitrum, Avalanche, base, Ethereum, optimism, polygon, and Solana.
Starting point is 00:10:49 Yeah, so they're going big here. I mean, they're going to be, they're going to make this interoperable cross-chain and used for all those purposes that you talked about. I wonder how wild, widely this will be used beyond, like, the state and for state-level things. Like, how they try to see with the tether internationally. It's really interesting. Well, and they're saying that they're going to put it on rain-issued visa cards.
Starting point is 00:11:12 So now it's not got, it's got functionality. it relates to actually spending it in the real world, not just getting paid. So pretty interesting stuff. I think it's game-changing for sure. Yes, Garamucci was on CNBC this morning talking about, again, stable coins and their usability in the real world. And he gave an example of, you know, being at shops in Bermuda and the ability to actually transact in stable coins, you know, in the moment at point of sale.
Starting point is 00:11:45 and that he's you know he's he's he's done that and the the the transactions are you know remarkably smooth and all of the fees associated with you know what happens in traditional transactions have been stripped out and it just seems like that's where we're headed on a big time scale and the disruption associated with it you know traditional firms are going to have to play catch up and they're going to have to have to I do find it interesting that what was just laid out as the seven brands that they're going to be using for this almost tracks identically to the Biddle portfolio at BlackRock shocking and surprising so it's interesting that but I've said I've said since BlackRock announced that they were going to do a Bitcoin ETF you'd be pretty smart to just kind of
Starting point is 00:12:45 follow what it is that they're doing and why they're doing it in the crypto space. So if, you know, you saw them announce their Biddle portfolio, you know, however long ago, you know, 12 months ago, I don't know, probably made some sense to pick up a little bit of each of those, you know, crypto names because they've done exceptionally well. And I'm sure they're having a good day today with this particular announcement. Well, the banking narrative, which is the stable coin narrative, right, they go hand in hand. And I think Ripple is on the forefront of that. I mean, look at what they're doing for Gemini's IPO.
Starting point is 00:13:28 I think they're giving them a $175 million credit facility. Is that correct? Did you guys say that's correct? Yep, that's correct. Well, Ripple announced this morning 51 minutes ago, congratulations to bullish on their successful IPO and they arranged bullish did a partnership with ripple evidently to where they've arranged for $1.15 billions of dollars of the IPO proceeds to be paid to them in Ripple's staple coin. So, you know, the fact that Ripples out there doing this should not be surprising, they now have
Starting point is 00:14:02 a staple coin. They're soon to have a banking license, I would assume. They own a large exchange in Hidden Road. I mean, it doesn't take a rocket scientist to look at the fabric that's being woven here and see what it looks like. I mean, this is. Yeah, I haven't looked deeply into that, but as you describe it, it seems like Ripple is really skating to where the puck's at with the institutional and government side of crypto. Like, you know, they have the money, they have the power, they have the, I guess, regulatory clarity now. And as you said, they can actually utilize their own stable coin to increase usage of it for all these purposes. It's pretty brilliant. And they can cash their XRP stack in for stable coin. So it's this huge
Starting point is 00:14:46 collateralized, um, you know, 21st century exchange that is now offering IPO services and payment through their stable coin. That's, that's first of its kind. It's like what's going on in Wyoming. No, no one's ever done that before. It did. It's, uh, never, never happened. So definitely deserves our attention. This is what I've, talked about about liquidity in the crypto markets associated with you know equity IPOs right so you know bullish and ripple doing some things there's liquidity being passed back and forth there jemini taking a credit facility from ripple liquidity being passed back and forth there there's new capital that's created literally out of thin air associated with jemini's IPO that's happening momentarily
Starting point is 00:15:35 that's going to continue to fuel a move higher. And again, to me, that's the reason why there's going to be a breakout to the upside that's going to be pretty extraordinary in my mind. You just can't continue to create and facilitate sizable amounts of liquidity that just goes nowhere. Well, it's no different than the ICO, but now we're doing IPO. on crypto exchanges, right? Which is the, look at the ICO craze and how much liquidity that pumped into the markets. I mean, that was an incredible sight to see. It was money sloshing all around everywhere, every day.
Starting point is 00:16:20 Now you're looking at Ripple doing the exact same type of a structure. And if you think about it, it's genius. If I'm going to launch my IPO and I'm a big crypto company, Jim and I, and I want to partner with somebody that can give me all the collateral that I need, all the loan that I need, the facilities that I need. Time, they actually have the exchange where people can go buy it, both retail, institutional, the whole gamut, it's accessible by all human beings. How do you think you would gatekeep that type of a project?
Starting point is 00:17:00 Will you force people to buy it in your stable coin, right? And then you have more liquidity coming. And it's the exact same recipe that the ICOs did. You had to get in, if you wanted to buy a unique ICO on finance, what did you have to hold? B&B, you had to hold BNB. It's just happening now with IPOs, which is insane because there's so much more money in the IPOs, and there's so much more traditional finance that is paying attention to this. But it's being done in a high-speed rail versus an old,
Starting point is 00:17:33 you know, locomotes, you know, steam locomotive. It's insane. And meanwhile, back at the ranch, when we talk about the title here,
Starting point is 00:17:40 you know, prime for bullish reversal into September. You guys talk about all these catalysts. We haven't even talked about if that means anything for all coins, but Coinbase. I don't know if you guys saw this, put this out, monthly outlook,
Starting point is 00:17:50 alt coin season comment. I mean, it's a pretty, pretty outrageously bullish and bold claim by Coinbase. We think current market conditions now suggest a potential ship. It's a full-scale alt-coin season. Yeah, that's a full-throated endorsement of old season. And, you know, as you can imagine, Coinbase is aware of movement and projects
Starting point is 00:18:18 and inclusion of additional tokens beyond Bitcoin and Ethereum in particular projects that will inject liquidity into those projects, meaning they're one of the seven and blockchains associated with the Wyoming announcement. Base is one of those, you know, one of those that are included. Obviously, this has been talked about and had been put together for six to nine months. It didn't just happen in the last three days, right? So in their mind, they're thinking, all right, this is happening. And then something else is happening.
Starting point is 00:18:53 And JP Morgan is doing projects on base, yada, yada, yada. At some point, there has to be an inflection associated with that. liquidity. So we feel pretty comfortable putting out this, you know, this document and phraseology associated, you know, alt season cometh. By the way, if alt season doesn't come if, then it goes the opposite way, you know, they're a public company and they have shareholders. And if those shareholders are not thrilled, you know, there are legal issues associated with putting something out like this and it go in the opposite direction. So they have, you know, they have to feel meaningfully good about it, and their, you know,
Starting point is 00:19:33 council and compliance department probably said, all right, yep, we're good on that. Well, they had to take the King James script out, but other than that, it passed. Yeah, no, this is as bullish as a-season-coma-thing would be really good for. What? Coinbase. Who would benefit the most from this comething all-season in the United States? Go ahead. Yeah.
Starting point is 00:20:01 Right. Correct. Yeah. I mean, you were jumping down. Sorry. No, Coinbase is just, you can't understate the behemoth that Coinbase is. We talked about it on this show. The amount of customers they have, the amount of capital inside of their ecosystem.
Starting point is 00:20:21 You can't call Coinbase in exchange. It's all things to a lot of people. We have customers at Archpublic that consider Coinbase their bank. It's where they have large, large portions of their... Well, how can you argue with it when they're given 4% for USDA holdings? I mean, that's pretty... Where are you going to get? What other bank gives you that?
Starting point is 00:20:45 Yeah, yeah. And so, you know, Coinbase, you know, for all its potential warts, certainly in the crypto-Twitter space, in the real world, Coinbase is a monster and they are not slowing down and their rate of innovation and being involved and included in just about everything that's happening across crypto is is pretty it's something to watch well Brian is a genius right I mean he's he's at the forefront he's not there for by accident and he's not trad-fi minded he's this healthy hybrid if you will and you know He's done things that, in my opinion, deserve what Coinbase has from a market share perspective.
Starting point is 00:21:34 Like, they were hanging out there for a long time. It's bet the jockey, right? And he's one of the jockeys I would bet on. And another jockey I would bet on, not to shift topics, but did you guys see that Bo Hines is going to join? I was going to bring that up. Man, what this guy. He's a guy. I mean, he like, I mean, just go work for the government for, like,
Starting point is 00:21:57 like, what, four to six months, say six months, then your profile massively up, and then you'll get the biggest possible job with the most profitable company on the planet in crypto and come back and negotiate with Washington from the other side. Yeah. All in an administration.
Starting point is 00:22:13 Usually the revolving door takes longer than the administration, like, you know, your president loses or you leave after your full term. Guy did it for six months. Yeah, yeah. And impressed, it did an impressive job of it as well. Like, he crushed. it.
Starting point is 00:22:29 Geez, man. I wonder how much is I think the big headline there is not Bo Hines. It's, you know, Tethers U.S. expansion. I think that's something that we should, you know,
Starting point is 00:22:42 sit up and take real notice of. You know, Tether dominates globally in terms of, you know, stable coin usage. There's no question about that. Their balance sheet is a wonder to behold.
Starting point is 00:22:57 So, you know, bringing them, quote, unquote, on shore, there's nobody better to do that than bohines. And again, it goes to the movement of stable coins. You know, take bohines, tether, U.S. on shore, and then add a sizable sprinkling of Scott Bessent saying that stable coins are going to chew up a bunch of, you know, of the dollar and be positive for the dollar for a bunch of different reasons. you know, the stable coin movement is hitting its stride. There's no doubt about that. I know that you're absolutely right about the story, but I'm just thinking that the story is that Mo just capitalized on six. He like took six months of government torture and he's out.
Starting point is 00:23:46 Like who, that's, I mean, it's amazing. Like, who wouldn't take that deal? Absolutely incredible. But I think your point is right. I mean, Tether has said that they're going to find a way to become compliant or to create something new that's, you know, compliant with the Stable Act in the United States. And this is clearly another step. I mean, the first iteration of this was obviously custody with Cantorfus Gerald.
Starting point is 00:24:09 Then putting Lundick basically on the board, right, or giving him a position, he's in the government. They're just stacking chips right now to make sure that tether is not left out when the Stable Act is, you know, fully realized. Exactly. you know political you know politics is grimy and generally gross i don't care what side of the aisle you fall on but it's also a reality no my party does it right my party does it but at the same time you got a route for innovation right again a reminder uh 18 months ago we were in crypto hell let's call it like nothing literally nothing was legal if you had a crypto company and i United States, there's a good chance you were being sued. All of them were being sued.
Starting point is 00:24:58 And now we're in a position where we're just crypto leaning forward across a bunch of different versions of regulatory bodies associated with finance here in the United States. And we've got bohines going from, you know, the White House to think about this. Bohinds going from the White House to tether when 18 months ago there was still this angry mob on crypto. Twitter saying Tether was the biggest Ponzi scheme in the history of the world, right? Palo came to Washington right after the election and said, I thought I'd go to jail if I came to the United States. It's my first trip here ever. Yep. The CEO of Tether. Exactly right. So, you know, how far we've come, right? How far we've come to where, you know, Tether's CEO
Starting point is 00:25:47 finally comes to the United States. He's welcomed in. You know, it's not like Bo Hines left the administration and says, hmm, I wonder what I'm going to do next. Let me turn on open to work on my LinkedIn. No, that's not how that happens. He knew where he was going when he left. He joins Tether, and now they're going to do whatever they can to be a big player. If you had that offer before he resigned, crazy, no way. I thought he does Yolo if you didn't want it and just hope that he would get a job after. I don't know if you saw this story, by the way, like, did you see this strategy news here? Yeah. Let me scroll that up. It's hard when I'm on one screen.
Starting point is 00:26:24 I'm not good at this. But a strategy has eased their MSTR stock sale limits as shares hit lowest level since April. He had basically made a rule that they wouldn't sell equity below the 2.5 market to net asset value threshold. And now it's fine. This is a story. And boy, is it fear-inducing because I don't think there's a person out there that has looked at the, you know, micro strategy rise to fame and not said to themselves like how sustainable is this where does it go are the rules going to eventually have to change what is the more robust complex mature model look like
Starting point is 00:27:08 five years from now like those are all things that i think most people have have thought i don't know if you've seen but there are some pretty well-known influencers out there that are vocally attacking micro strategy I would not do that. I think that is fraught with risk. I don't think you have any evidence to prove that. And I think it is extremely dangerous from a fear perspective. I do think there's a lot of people that I've spoken to that have seen kind of this rumor mill that's going around. And one thing I'd just remind them of is Bitcoin will survive anything, first of all.
Starting point is 00:27:45 So there is no fear of, you know, of this. I haven't seen the rumors, but I didn't know that people were saying. saying Bitcoin would be effective. Well, I mean, you go, you can, it doesn't take you five seconds to find him. But yeah, you don't go find them now. You're on vacation. But when you get back, you're going to be shocked at the stuff that people are saying. Is it because of this or just generally?
Starting point is 00:28:06 It's because of this, but it's, this is the, I think, the straw that broke the camels back with a lot of these guys who are very, very skeptical as to the sustainability of this debt model. And the, essentially, the dilution. of the shareholders if the rules change and there's more shares issued based upon goalposts being at one spot one day and maybe being moved. I don't know enough to know really. I'm not a micro strategy guy. I like to keep it simple and that to me has never seemed simple. And so I can't speak intelligent. I just know that it does, it's a radical headline. It does induce a lot of fear.
Starting point is 00:28:50 and it wouldn't surprise me if there's some change in transparency and there's some more forward-facing political, I mean, forward-facing retail presence from Sailor, as it said, you know, I can't remember what his exact quote was, but I think at one point he said, I'm never going to prove my reserves, right? This may change that type of notion. We may find out that. Right, but I mean, it was. effectively he wouldn't prove it on chain, but obviously he has disclosures and reporting every quarter. So it's not like you should be doubting that he has it. Of course not. Yeah, exactly. This is as Wall Street as Wall Street gets. But I think on chain would put the nail in the coffin and it would absolutely quench all of the potential fire that comes out of the fear that comes out of this. So, you know, we'll see how it happens, how it goes down. But it's happening
Starting point is 00:29:47 quicker than I thought it would, to be honest with you. Well, there's, there's two sides to the master story. There's the sailor side, but there's also the reality of the Wall Street side, and there's a fairly sizable entity on the other side of the master trade, and that's Jim Chanos, right? So Jim Chanos is short micro-strategy, and it's been vocal about being short micro-strategy. So he's he's had a you know a pretty thrilling couple of months from his you know side of the table um at the same time though um you know the jim chanos is a guy that's got skin in the game and can chirp you know that that guy can chirp all he wants he's got skin in the game put his money where his mouth is but you know anonymous you know twitter accounts that are you know
Starting point is 00:30:39 outrage that there's been an adjustment to MNAV, which by the way, MNAV didn't even exist as a sort of metric five years ago. Nobody had ever heard of it. It's made out of complete thin air, you know, are just irrelevant. I mean, they're just completely irrelevant. If you have a problem with micro strategy and them adjusting their, you know, thoughts or bylaws or paper or whatever was said about MNAV six months ago, go start your own company and do it better than my than I was throwing a yellow at the micro strategy chart
Starting point is 00:31:13 that is at a support level you would want to buy right there I'm not you know maximum fud price at the lowest level in a while sitting on support that sounds like oh my gosh I can't believe Elon Musk went on Rogan and smoked
Starting point is 00:31:28 and it's going to zero right I mean this has all the vibes of a dead ass bottom especially when we think that Bitcoin's going to rise well I couldn't agree agree more and you know it's again back to the bet the horse bet the jockey uh sailor's not a horse i'm in a jockey i'm betting against i remember four or five years ago when he was at the bitcoin conference and bitcoin was in really a bare market and everybody was talking about him going bus
Starting point is 00:31:56 they were all going 17 000 is his bus number if it gets 17 and it was 25 yeah yeah exactly and so you know he was like guys it's like 3 000 and i'll just add some more like There's, in my mind, that's a false narrative, right? That's a fear-mongering tactic to get people to think that it's a giant house of cards. It's just not. It's a giant, it's a giant pool of liquidity, and I mean giant. And he's got strings to get more liquidity in there. So, you know, it's, again, signal versus noise, and how do you get through the noise?
Starting point is 00:32:36 But he's going to, you know, the other thing that's, Sailor's dealing with is because micro strategy is a public company, because it plays on the field of Wall Street, he's going to deal with the likes of Chanos and short sellers in the same way that Elon has dealt with the same with Tesla over time, meaning it's going to take continued Herculean effort to do what it is that Sailor's doing. And that's just the reality of things. that's just but we saw this before it was the most heavily shorted stock on wall street and that was the massive breakout because those shorts got squeezed correct so it's good and it's bad it just depends on where you are in the market and who's buying and who's selling but yeah i mean listen it's
Starting point is 00:33:21 still trying to get a multiple to the nav of his underlying bitcoin and you see all these other treasury companies launching at higher nabs multiples to nab that's going to be arbed away in the favor of the biggest and against the speculative ones that launch first. Can we talk about some other mega chads? You guys, Archipublic. I can't, so on Wi-Fi at this place, I can do it on mobile. I can bring up tweets, but I cannot bring up tweets. Twitter does not work on the Wi-Fi here.
Starting point is 00:33:50 So I can't show tweets, which is going to be a long week for me. I don't know where you're located, but that sounds like a dystopian location that I I never want to. Terrible. Wi-Fi. No Twitter on Wi-Fi? Yeah. The first thing to say about Arch and what we're doing, we continue to one, add assets that are tradable.
Starting point is 00:34:15 We continue to add exchanges where you can go and use our products. And then in August, probably the most important thing is our dog days, a summer promotion that is giving out significant discounts associated with our concierge. program. We have had an extraordinary response to our promotion. People have been, you know, going from our free product to our concierge program, which unlocks all sorts of stuff, moving quickly in that direction because of the discount. So I'd encourage people to reach out to us. Lots happening at Archpublic, and it's happening quickly. Tillman, why don't you jump in here? I want to know.
Starting point is 00:35:03 Has the Algo, well, I guess it depends on people's instances, but I haven't been looking at it because Shipwrecked has I been buying this dip? What's the Algo doing right now? Well, obviously the default settings have been clipping very nicely. Every user has the ability to change those settings. And so depending upon what those settings are,
Starting point is 00:35:22 you either constitute this as a dip and you're taking advantage of it through the automation or you've said, hey, I don't want to buy unless it's bigger than this step. So that's the beauty of our software is that once we teach you how to use it, you can custom fit exactly what your risk tolerance is into those buys and cells. And then you set it and forget it. And it's acting as if it's you because you came up with the rules.
Starting point is 00:35:48 That's really what makes it as flexible and as widely usable by everybody. If you're an institution and you want to build a individual that just wants to trade $10,000 a year we have all of that covered for you and if you're on the retail side of it it's completely free to use what we want is people to use the tool people to see the value and what it gives them in their life the time it saves them
Starting point is 00:36:17 the amount of emotional stress that it saves them and then if they choose to move beyond that $10,000 cap for that concierge program. Scott, just as an update, because I know you get these questions from time to time on the $10,000 portfolio. On Friday, there was a significant trade that was to the upside, the better part of 8%. So, again, you know, that $10,000 portfolio is now above $16,000 over a little more than a year. Again, extraordinary work by Tillman and the Dev team, a trade like that. And that trade, by the way, happened inside of, I think it was less than 30 minutes, happened
Starting point is 00:37:07 very, very quickly, gap trade that I think was a short where the S&P moved down very, very quickly and captured that plus 8% number. So, you know, we don't talk about futures a ton on this show compared to what we used to because we've made that particular part of our company an invite only type of access. But we still do periodically on a monthly basis, let a few people in based on, you know, how they qualify. But again, that that $10,000 portfolio continues to do exceptionally well. So yeah, you know, come work with us, come talk to us.
Starting point is 00:37:46 I will tell you that the volatility associated with Sui and Solana and. XRP and the like, the amount of trades on the arbitrage side that are happening is a ton because those things, they fluctuate pretty significantly. To be clear, I had some comments and I told you, like, not really negative, but people were like, I'm not really getting, you know, the triggering I want from the Bitcoin because Bitcoin's not volatile. So you go to these other assets, you use that volatility to stack for Bitcoin. Yeah. Yeah. So you got to, you know, take the thing and the thing and you mesh the thing. Yeah. Let's talk about it for a second. It's really, I think a lot of our customers find this interesting is they hear all the time from everybody. Volatility is a feature. Volatility is a great thing. We love the volatility. But if you're sitting on the sidelines with 100% of your cash allocated into your position, you hate volatility, especially to the downside because it's a big drop in your price and your value. But when you have tools that are sitting there waiting to harvest volatility, that are sitting
Starting point is 00:38:51 they're waiting for the market to do the shakeout move. If it happens, then you capitalize on it. If it doesn't happen, then you don't capitalize on it because it didn't happen. There's only upside to those situations. And so when you set parameters inside of our software that says, you know, every time the market goes up by 2.5% in a four-hour window, whatever, that's just arbitrary, but whatever your parameters are, and that criteria is met, then you get to decide, okay, do I want to cash out one for one on my entry, or do I want to make it a 50% cash out, a 25% cash out? So you get to determine how much cash you take off the table. So a lot of our customers are using the volatility of, like Andrew said, suey, which is highly volatile, and
Starting point is 00:39:40 they're doing a one-for-one entry exit. So they're just setting it and forgetting it and waiting for the volatility to happen. And what happens is there's a big drop in price, there's an entry, there's a big spike in price there's an exit and because they have it set one to one they're getting 100% out of those positions and they're able to harvest the rewards of that spread and you're able to in the software set rules like don't sell it unless it's above my cost basis so now you just wait and if it doesn't ever happen then there's no harm no foul you've acquired the you know the suey that you've acquired, and you will just be waiting until those rise in prices do take place. So it's something that really is a unique offering that is customizable at an infinite level.
Starting point is 00:40:28 You can do a hundred of those instances on top of one another. By the way, just kind of to wrap it up here, our tools work across three exchanges now, Cracken, Gemini, and Coinbase. So you've got a Coinbase account. you can use our entire warehouse of tools on coinbase as well there's another exchange that's coming here over the next 30 to 45 days um so three exchanges now um where you can use our tools uh you don't have to move money if you don't want to if you've already got capital on those exchanges you can just plug and play and away you go the great thing with what we do we work really really hard
Starting point is 00:41:11 at Arch Public to provide extraordinary service. So constant communication, whether it's a free version or you're in our concierge program, you're going to get lots of communication from Arch Public. You're going to have lots of access to get assistance when you're trying to figure out, hey, how should I use these tools? And it's a big differentiator for us. Very, very difficult to get a hold of anybody in the crypto world these days. That's not the case with us. Well, and to that point, we've actually been able to establish great relationships with these exchanges, and we can help in even you getting access to people that can help you within the exchange. We do not custody money. We do not make trades for people.
Starting point is 00:41:52 We do not give you a portion of profits. None of that. You're in control. you deposit your money in your brokerage account at your exchange of choice and you plug in through Trading View to our software and you use it to to whatever end you want to completely user driven completely hands on and we're just here to help show you exactly how to use the tools and what their primary functions are yeah it's it's amazing and everybody should try it because it's free It's literally free.
Starting point is 00:42:26 I have to go because of shipwrecked. I need to obviously go, try to find my... Well, the rescue helicopter is coming. I see it in the background. I'm a shipwrecked island. So, guys, check out Archpublic. Obviously, archpublic.com. I wish I could have brought up some tweets
Starting point is 00:42:43 to show you the incredible performance this week. But here we are. Otherwise, everybody, that is what we have for you today. Thank you, Andrew and Tillman. And we will see you guys next week. You bet. See, ma'am. Thank you.

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