#Bitcoin #Layer1s #Near #Uniswap #DOT #Solana #NVDA #iTrust #Energy #Regulation #forfun 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 equities or cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome.
00:00 Introduction
00:40 I appreciate your philosophy to go hard on your “top 3 horses” BTC, ETH, SOL. I would prefer to hedge more and have small positions in competitors.
02:00 Despite your top 3, do you remain bullish on any of the following: DOT, MATIC, FTM, LINK, UNI ?
01:29 DOT Daily Active Addresses
01:55 PolygonScan.com Daily Active Addresses
02:16 Fantom Daily Active Addresses
02:27 Chainlink Daily Active Addresses
02:43 Uniswap Daily Active Addresses
03:13 Near – I like the Tech But not the Inflation
03:43 Top Thoughts
05:00 Fortress (hedge fund) supposedly has claims to a lot of MtGox’s BTC and BCH signed over by creditors and would need to de-hedge to manage risk. Any way to estimate how much accumulated and impact on BTC & BCH price if they receive in August?
05:25 Fortress Claims on Mt Gox
07:12 Is crypto regulation (SEC) imperative for the future growth and sustainability of the space?
07:26 Crypto Regulation is Broken Right Now
08:26 How Proper Regulation Can Help
09:12 Should we be worried about our Roth accounts at iTrust Capital? Any other services for a Roth that would allow for self-custody?
09:40 iTrust Website Language is Confusing
10:42 Who is this Third-Party that has my Crypto?
11:45 Alternative: Use a Self-Directed IRA
12:44 What do you think of the options activity and pump of MARA the last two weeks?
13:00 Debt Payments Mounting as Rev Dries Up
13:22 Most At Risk Miner
13:50 IA Miner Composite Score
14:14 MARA Selling BTC Calls Against their HODL Bag
14:47 Big Volume On Sept
15:45 With the announcement of the Solana smartphone, as well as their recently opened storefront, could we see SOL start to trade more like a stock in the future?
15:57 Saga: Web3 Smartphone
16:38 Solana is Not a Stock
17:32 NVDA’s most important regions by customers’ attributable revenue are Taiwan followed by China and USA. They also rely on outsourcing wafer production to companies like TSM. What degree of risk does a potential conflict pose to NVDA?
17:54 NVDA Risks
19:09 Commodities & energy stocks: As the “green” narrative unfolds, energy and commodities are underinvested and will be increasingly scarce in the near future. You mentioned those are manipulated. Elaborate? No game to be played in those markets?
19:43 Energy Market Manipulation
20:19 Energy Scarcity – The Last Energy Crisis
21:13 Warren Buffett’s Oil Gambit
21:41 Natural Gas is a US Oppty
22:26 Are you still swing trading or do you think it’s already safe to buy and hodl?
22:36 My HODL vs Trade Split
23:37 2022 Lends Itself to Trading
23:50 Are you currently staking your Sol anywhere?
24:15 SOL Staking
25:00 Why do you treat your Patreon like some sort of secret club? Frankly I find that odd.
25:13 Patreon
25:46 How do you spend your free time away from YT and charts?
25:57 Daily Schedule
43:00 Free Time
44:00 Your Contributions, Our Donations
38 Comments
My sol is still steaked on exchange, got a trezor but doesn't seem as easy as storing btc ETH etc. Would love a video explaining how to self custody sol. Love your channel ❤️🙏
James please take care!!
If you get a chance since you like to look at data,, QNT Quant… it is one of my dca for 5 year, but it would be nice to hear your twist on it.
Sometimes if you have a busy brain (which I think James has) it’s difficult to get the full 7 hours! Love how James put his schedule on a spreadsheet. Legend! 🙏🏻
James, when do you sleep???
Great session, james. Working 7 days a week isn't 'working' when you enjoy what you are doing. I think most people can't wait for the weekend. Perhaps they don't enjoy their 'jobs'.
There is so little comment from other sources about the governments affordability of debt servicing when increasing interest rates. Why? That appears to be THE biggest factor especially in the US. Why are the oil and gas companies not being investigated for monopolistic practices if they are all putting up prices at the same rate and making record profits? Is that not corporate price gouging whilst blaming Russia ?
I don't get why nvda put those lhr things on their cards. But i guess the mining revenue for nvda wasnt big enough to piss off the gamer bros.
Thank you so much, James! Love your edutainment and watch you daily from England, UK 😊
Hey James. “Renewables” defo aren’t the answer you seem to think they are man. Nuclear SMRs are the way forwards are the only thing that show promise and we can save oil for planes etc. but solar and wind is a huge red herring being used to push the “green” agenda and isn’t green at all.
Do you eat loads of veg and low meat etc?? If it is this could explain your health problems. Great to intermittent fast as you do.
Obviously you don’t have kids!!! Lol!! They shake up a schedule! Ha! But totally worth it! Good for us that you don’t! 😁😁
Lol. They are def manipulating via surrogates. Trust is nearly all gone after the lies via the pandemic.
Can you do a deep dive on Near please James? Your segment was too short!! Your content is best on YouTube no doubt. Get well soon
Thanks for all you do. Stay safe.
thanks James
I think you might be a bit more emotionally driven than you think. 🙂 We all might be.
Hi James! I always love the information you share and your honesty! Any chance you could share your vegetable smoothie recipe? 😋
James that self-directed IRA is through Gemini and their fees are worse than coinbase and I don't know how much insurance they have you need to listen to his whole presentation and YouTube
I just want to know what's in the smoothie & how much of it – I think the biggest surprise from this stream is James's daily schedule which I found the most fascinating – in fact I'm still thinking about it!
Thank you James. Much appreciated and always grateful
That Solana phone likely will be manufactured in China and come with hard-coded malware, no doubt…
Your schedule is unsustainable, you need eight hours (ymmv) of uninterrupted sleep and a day off every now and then for better output and long-term sustainability
What does your data say about the chronos network?
Please analyze CAKE now that their tokenomics have changed to deflationary. Thank you for all you do!
should I consider my crypto on celcius a loss
Hi James, thank you. I have followed you for a very long time. So look forward to your knowledge, facts. On a separate note, health it's simple really eat up to 3 kiwi a day, morning best. As you know facts, research Dr. William Li, you'll be surprised, facts. Thank you, again, learning a lot.
James, great information today and the easy to follow video.
your sked: obviously a single dude lol!
like shinobi systems 6.3% % staking sol on ledger
KPM!!! Thanks James for your diligence!
I've noticed all these YouTubers getting sick during a super hot summer, what's going on with you guys?
Love it! Your channel is superb. Thanks for all your hard work! You are so very appreciated!
I would dearly love to be a Patreon member but fully appreciate why you keep it restricted it’s part of why I respect you and the channel. Most YouTubers would simply keep expanding and cash in, a closer community is a better one!
I’m a SoooOL mannnn, dada da da dada da da!!
Hodl? You said that was dead the other day
A double bottom is possible
Yay for Max!