Crypto: Race to Raise Trash + Tesla Update

    #Bitcoin #Solana $MSTR $CYFRF $SUI $TSLA
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    0:00 – STH Supply 30D Change dropped to 2012 levels
    0:45 – Alex: Moderate FOMO Enters the Fray
    1:30 – Grayscale Crypto Study
    2:15 – Schwab: Half Plan to Invest in Crypto
    3:00 – GMI: Bitcoin Lagging Liquidity
    3:45 – Demand Recovering
    4:30 – Mt Gox Update
    5:15 – We are Here
    6:00 – MSTR Since Adoption of BTC Strat
    6:45 – MSTR Breakout on ARB Cloud + ATR Model
    7:30 – Saylor – the Trillion Dollar Man
    8:15 – Sol Strategies Buys More SOL
    9:00 – But Not Everyone is Issuing Debt to Buy BTC
    9:45 – Solana Economy
    10:30 – Dex Volumes and Solana
    11:15 – Obscene Growth and Adoption
    12:00 – SUI on the Rise
    12:45 – Dan Ives: “Game-changer. New book, 4th Industrial Revolution.”
    13:30 – $TSLA 🇨🇳
    14:15 – Meanwhile Even the Best ICE is Dying
    15:00 – Tesla Energy Sleeping Giant
    15:45 – Tesla Time Horizon
    16:30 – AJ Says Thanks
    17:15 – Sawyer All In on Tesla
    18:00 – Cern: Few Will Understand

    Citations:
    [1] https://blockworks.co/news/grayscale-survey-crypto-voters-2024-election
    [2] https://finance.yahoo.com/news/latest-survey-grayscale-investments-harris-120000638.html
    [3] https://www.globenewswire.com/news-release/2024/09/30/2955228/0/en/Latest-Survey-from-Grayscale-Investments-and-The-Harris-Poll-Uncovers-Noticeable-Increase-in-Percentage-of-American-Voters-Considering-Candidates-View-of-Crypto.html
    [4] https://www.grayscale.com/elections
    [5] https://www.grayscale.com/globalassets/harris-poll/grayscale-crypto-election-research-report.pdf
    [6] https://www.grayscale.com/globalassets/harris-poll/grayscale—harris-poll-results—phase-1.pdf
    [7] https://www.grayscale.com/globalassets/harris-poll/grayscale—harris-poll-results—phase-2.pdf

    46 Comments

    1. Great episode as usual, thx James. One remark on BMW (& MINI) though: they had a very weak quater due to HEAVY problems with their break system, supplied by Continental. Had to even call back more than 1 mio. cars. They will bounce back soon for sure, one of the main tesla competitors still, with A LOT of new BEV models soon coming up.

    2. I added more tsla before the dump & mstr before the pump, follow me for all the best stock picking advice 🙂
      *Incredibly bullish on the tsla long term tho, I think it'll work out

    3. Hey James, I’m one of the few women watching your channel! Been watching and following you since 2021! Thanks for producing high quality crypto content everyday❤ Keep up with the great work💪🏼💪🏼

    4. Hi James,

      I am also another woman that has been following you for a few years. I listen to your YouTube in bed when I wake up in a morning. It is your voice that has been waking up my husband every morning😂

    5. Trump is mostly selling Chinese made bibles, $100k Temu watches, superhero trading cards, collectible model trains, his own coins, scam crypto fund and any other cheap merch he can churn out to help pay his many legal cases. He did mention BTC (kind of) a few months ago but the fervor for him has turned to inevitable embarrassment.
      _Everything that man does turns to mush. 6 bankruptcies, Epstein, a wall he never built and Mexico didnt pay for, and the Obamacare replacement hes been promising since 2016.
      _Now even Elon is tweeting ignorant slander, racist lies, crying about free speech even though Trump sues comedians and says he’ll jail journalists that call out his lies, stokes political violence with irresponsible comments and is paying people to vote for Trump while Trump cries about Election interference when hes fact checked for saying legal migrants are “eating dogs”. _These are people the bro sphere thinks are genius businessmen. Trump wouldve done better by putting his fathers money in a high interest fund. Elon should stick to buying out tech companies and taking engineering risks. _Twitter is a swamp that keeps making people more shallow and petty. Tell me I have derangement syndrome. Im not the only one that feels like dumping their TSLA because Elon runs his mouth and publicly airs his bigotry.

    6. Support the channel guys, if you enjoy his content, like and subscribe etc. he deserves way more compensation than he gets. These other channels out here dumping on your head shilling garbage w clickbait titles and they get tons of attention.
      Flip the script.
      Help people find a channel that actually helps them become a better investor. It’s better for the space. When people get wrecked following crypto yt they become bears and fudders or leave the space entirely. We don’t want that! Mass adoption, we’re early don’t get shook out.

    7. I cannot support anyone who is pro-Trump so I deleted my X account and am selling my Tesla shares. Not everything is about money! I bought BYD stock at the same time as Tesla and it is doing great. Their hybrid truck will be a winner! 🎉

    8. YAY! Good to hear you are getting more female viewers! Found your channel 3 years ago and have watched from Canada ever since. YOU are making a difference to so many people.☺ I joined Patreon a while back. I hope you feel the love and appreciation from all of us.

    9. James. I think you should take a VACATION with your love ones for a little while. You are here every day, and really losing fans left and right. You are making excuses for Elon and Donald Trump. You said that you don’t get political, BUT YOU DO IN EVERY SINGLE VIDEO. Elon DID NOT DELIVERED last Thursday and that’s why was the sell off on Friday period. STOP YOUR OWN NONSENSE. Star link is not tied to Tesla stock neither Space X and Neuralink.

    10. Don't vote for the Democrats, they're self loathing degenerates who think Bitcoin is a threat to their fiat criminal enterprise.. .and of course it is!!

    11. Serious question, the solana metrics aren't a red flag to you? Is anyone actually looking at the dex screener data? Its INSANE….tokens with 50k in liquidity pumping out 10m in 24 hour volume. Hard to trust that, and I'd be careful in how you report it.

    12. the money glitch has an underlying assumption that BTC will outperform the cost of USD + borrow correct? Or if they raise capital to buy BTC, then BTC plus cost of capital raise.

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