#bitcoin #nvidia #crypto #stockmarket #solana #china
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00:00 Introduction
00:47 The Story
00:53 Most Important Bitcoin Chart
02:29 BTC vs Others – Meaningful Diversion
03:34 Open Letter to Augustin!
05:40 Arbitrum vs Optimism – Being Optimistic will Fail!
06:27 Coinbase Builds Base a Dec L2
08:07 Toly on L2’s
09:41 Solana NFT Marketplace – 4M Unique Users
09:57 NFT Marketplace Rankings
10:30 Binance Australia Closes all Derivative Accounts
11:03 Justin Sun – Huobi
11:48 Huobi to Hong Kong
12:13 NVDA Tooting the AI Horn on Earnings Call
13:51 BUT why NVDA? NVDA vs AMD Moats
15:00 Tesla Margins – From Worst to 1st in 3 Years!
15:29 Mortgage Market Collapse – Thanks JP
40 Comments
Intelligent Alpha Cheers James from Cornwall England UK 🇬🇧 👍
Let’s see that global real estate market update 👍
James, what evidence do we have that 21 million is the absolute supply limit, meaning say Satoshi unlocks x million extra through a back door we don't know about, is that a scenario?
Thanks for the update
I love it. I am interested in global housing market video.
Thanks James. Metcalfe's law breakdown would be great.
Great info .. thanks James
Thanks James Yes please metcalfe and real estate update would appreciate them greatly safe travels
Yes.. please do a realestate update
yes James but you're assuming that anything scarce is valuable which isnt the case. you can make unique scribbles on a piece of paper doesnt mean someone will pay 60k for it. you're also assuming bitcoin has intrisic value, The only reason people are buying bitcoin is because they think someone else will buy it for more. That in itself is not value. Im heavy invested in crypto but im a realist.
Caught me early, thanks again sir!
Yes Metcalf's law video would be awesome James! Thanks for all you do… Long Time listener.
I hope the shadow ban is over …
Global real estate plz
Great content as always James, good work!
Much appreciated!
Bitcoin will hit $45K tomorrow
Global RE update please inc EU UK etc 🙏🤞
Cheers James
Global Real Estate Update!!
Thank you for all the work you do even with your family loss. Your dedication is much appreciated James. We love you❤❤
I would love to see this for SOL and ETH
Is no one concerned that may China looking into crypto because they want to transact with Russia in what may be an up and coming world war
Yes please James Solana. Thank you.
If Fiat was really winning he wouldn't have to declare that it is winning. The more they feel like they have to talk about and trash Bitcoin, the more evident it is that they are scared… Because they are losing!
i laughed as soon as the vid started, it was like some weird opera hahah. love it james. thanks for the vids whilst you're on the road
Great work James. Really appreciate the NVDA info today.
I know you won't but I'd love it if you'd include BSV in your daily active users comparison.
Always appreciate your updates. Lots of insight. Thank you for sharing.
Thank you, James! Big yes to Sol and Eth charts. ✌️
Great show! Sol + Metcalfe 👍
Hey Jimmy, metcalfs law on Solana would be much appreciated!
Yes! Please do a global real estate review James
Could reduced volumes on exchanges be explained by migration to DEXs assuming those are not factored into glassnode's supply?
Run the Numbers mate…
Dau please!
Tesla was being subsidised by the government through Carbon credits scheme, this allowed it to flourish in the shadows
A confusing message in that Arbitrum L2 is walking away with the bus but later James you say you dont like believe in L2.
Thank you James. Always appreciated
Global real estate …dau!