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Content

Bitcoin's Scarcity & Reaccumulation, Gold, S&P Correlations, 27T AUM Impact, Solana's deBridge Shines, GBTC/ETHE Discounts, Housing & Inflation Concerns, Tesla's Shortage, AI Rising and more. 

Live at 1:30pm Pacific (PT):

https://youtube.com/live/v7pAHKkfOVQ

Files

📊 21 Charts: A Tale of Scarcity 🌍

#Bitcoin #Matic #Solana #Tesla #Gold #Inflation #realestate #scarcity "Bitcoin's Scarcity Revolution & Global Macro Disconnect" Reaccumulation happening, emphasizing the importance of scarcity Bitcoin's correlation with S&P 500 declining, indicating independence from macroeconomic conditions BTC/GOLD up 78% YTD, outperforming gold significantly Institutional AUM exceeding 27 trillion, potential impact on BTC price Solana's deBridge enabling seamless interoperability and low-fee cross-chain transactions Surge in SOL NFT transactions and SOL/MATIC performance GBTC and ETHE facing significant discounts Rising inflation in Germany and the US Concerns over US housing market and Hindenburg Omen Commercial leaders embracing AI solutions

Comments

Anonymous

This is the apparent reason Sol went up today and that is likely just the beginning: https://www.coindesk.com/tech/2023/06/29/liquid-staking-frenzy-spreads-to-solana-as-drifts-super-stake-offers-one-click-leverage/

Anonymous

Informative show. Great way to end the week! Thanks, James

Anonymous

Fantom vs Cardano would be awesome 👍 I also would like to see your responses to some of the ridiculous things the "analysts" say about Tesla. They lose all credibility when they do the price chasing vs actually being honest about a long term price target.

Anonymous

Great KPM as usual.

Anonymous

Looking forward to this thanks James, btw do you have any insight of on chain analytics if FTX holdings of SOL? Do we know if they still have their bags? I’m heavy on SOL but haven’t added to my position due to the potential for Sammy boy and friends dumping on us. Thank you!

Anonymous

It’s crazy that the FTX token is up a 100% in a month. Wonder what type of coin games are going on there…

Anonymous

germany also increases social security contributions, which means that employees receive less net pay.

Anonymous

I would love to see a retire on Bitcoin and Tesla. This would be awesome James! 😊

Anonymous

It’s amazing how Bitcoin Cash surged 33% in a day being it opened to certain exchanges

Anonymous

So much Alpha. Love to see a comparison between the L2 Solution on ETH, so as ARB, OP, Metis etc. Thx. so grateful being able to join this community. Elisabeth

Anonymous

Some of the gains from 52 week low seems off to me like BTBT lowest price was .54 now trading at 4.12 that’s almost 800% gain rite ? Not 53%