#Bitcoin #Ethereum #Commodities #Recession #Inflation #Deflation #bullwhip #michaelburry
DISCLAIMER: The information contained in this video is for informational and educational purposes only. Nothing herein shall be construed to be financial legal or tax advice. 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 cryptocurrencies poses a considerable risk of loss. The speaker does not guarantee any particular outcome.
00:00 Introduction
01:00 The Ugly
01:25 Digital Asset Outflow Hit Record US423m
01:44 Money Flows By Crypto Asset
02:30 Bitcoin Going No Bid – No Buyers
03:18 No Sh Sherlock – Recession Fears?
04:20 Doc Copper Double Top
05:35 Recession & Stimulus
06:30 What Fed QT Looks Like
06:57 The Bad
07:05 Bitcoin Worst Performer in June
07:50 Bitcoin Dormancy Flow All Time Low
09:03 Bitcoin Network is Falling Asleep
10:00 ETH vs BTC On Chain Vol Shrinking
10:39 ETH X Fee Back Near Summer 2021 Levels
11:00 Bitcoin Supply Last Active 1 and 2 Years Ago
11:58 Consumer Sentiment Crashing
12:30 Rebalancing Effects – Stocks Sold Into Strength
14:00 Fintech Doing Worse Than BTC Since Dec 1, 2020
14:47 Berkshire Hathaway Has Not Outperformed SPX
15:33 2030 AI Software Spend
16:30 The Good
16:35 Burry: Disinflation in CPI later this Year!
17:35 Bullwhip Effect
18:50 Commodities in a Bear Market
19:34 Home Prices Are Also Cooling
20:20 Fear & Greed Up to 10 from 9
21:15 Uber & Lyft Drivers Switching to Teslas
21:57 Tesla Growth
35 Comments
Thanks to being patient listening to you and working my ass off I’m now officially a wholecoiner ! Thanks for all you do .
Thank you Sir James 💯✌🏽
Thanks a million 🙌
Altcoins outperforming Bitcoin! Good to have some diversification outside of Bitcoin in my opinion.
hope your 'thingy' is ok…
Thank you James – great content as per usual!🍷
James, the G7 are very close to an agreement with Iran and Venezuela. They are talking in Qatar right now.
High James thanks for uploading. Can you do a quick" short" video on YouTube on best safest wallets to store Btc
I got in a year ago thinking I'd double my investment and flee to the hills… It's been a decade since then.
Should have switched from bitcoin at the top to gold like Peter Schiff has been saying then I would be ahead
When if ever do you think we’ll be able to withdraw funds from Celsius
thanks James. house prices are coming off here in AUS too. sellers are wondering where all the buyers have gone!?
can you make your voice louder? sound is good, just your voice is too low.
I believe you are misinformed on berkshire, it clearly outperformed spx over 20 years
The only reason Warren Buffet is so successful is he’s 80% Apple. Does that make him a great trader or just lucky ? 🤔
Thank you James
with fees down on ETH, maybe people are using that opportunity to buy alt coins and is why Bitcoin dominance is not as high as would be expected?? maybe
Thanks James!
Just got had last night 40 solana gutted 😢 fished with my ledger warning to all
Thank you again Professor! Highest KPM from the kindest P E R S O N on the tube 😑🙏
I work for a major retailer, many of you likely have heard of it or shop there. The comment about inventory supply is 100% accurate from what I’m seeing across the industry.
Love the copper indicator! Thank you James.
Was the bitcoin outflow over the course of the month? It’s pretty frightening to see.
You’re the goat man
Silver lining: maybe Americans will stop buying enormous pickup trucks.
Thank you James 🙏
Thanks for sharing
As always, the good the bad and the ugly is on point with KPM that blows away all others.
Thank you very much James – always so much fun finding out what new things I'll learn each day 🥰
Think about the freightliners all lined up and out to sea waiting to come to port. That is (UNSEEN INVENTORY) and its waiting to flood the market at the sign of the port tender. "OK SEND IN ALL THE BOATS THAT CARRY CAR BATTERIES " wow what…
Your a gentleman James .. thank you 🅾️
I think James' last name is Tesolana.😉
Thanks for the learnings about commodities, greatest KPM. Love it.
Bitcoin is a stock that doesn't produce anything yet. maybe in the future it will really have a real utility.
If the Fed reverses course… That only kicks the can down the road.. It is not a good thing at all. All it does it let inflation get out of control. 1 step forward, 2 steps back. We will be right back in the same boat, only worse! They should have let these companies fail the first time.