Live Q&A - Video (Patreon)

💥 BTC Manipulation, Miners Death March, Leaps, DCAS, Layers!💣

#Bitcoin #Blackrock #Miners #Micron #DCAS #Manipulation #Options #tesla Chapter 1: Bitcoin Price Manipulation and Potential Impact of Spot ETF Introduction to Mark Yusko's interview and concern about Bitcoin's future. Explanation of how spoofers and spot markets make money. Discussion on how spot demand can overshadow futures market. Concerns about Bitcoin price manipulation using futures contracts. Possibility of institutions creating false demand with futures contracts. The potential impact of a Spot ETF on manipulating Bitcoin's price. Summary of Mark's points on manipulation and ETF's role. Acknowledgment of wider concerns about market manipulation. Chapter 2: Factors Affecting Bitcoin Manipulation and Moats Analyzing how BlackRock's impact on Bitcoin price is limited. Factors contributing to Bitcoin's resilience against manipulation. Significance of decentralization, fixed supply, and transparency. Impact of Bitcoin's liquidity and self-custody on manipulation. Noting BlackRock's late entry into the Bitcoin market. Chapter 3: Mining Economics and Impact on BTC Price Discussion on the potential impact of BTC halving on miners. Explanation of miner break-even points (BEPts) post-halving. Factors affecting miner profitability: overhead, staff, electricity, etc. Highlighting the importance of rig models, hashrate, and uptime. Analysis of Blockware rig model and BEPt for S17 miners. Anticipating miner challenges post-2024 halving. Consideration of miners with lower costs and efficiency. Chapter 4: Ethereum's Sharding and TPS Comparison with Solana Discussion on Ethereum's future upgrade and sharding. Mention of target TPS for Ethereum 2.0 with sharding. Noting the emergence of Solana's Firedancer and scalability. Comparison of Ethereum's TPS goals with Solana's capabilities. Chapter 5: Building Capital and Income in Cryptocurrency A truck driver's inquiry about building capital and income. Focus on increasing skills and investment opportunities. Importance of security, equity, and portfolio diversification. Calculations and suggestions for investing in Tesla shares. Recommendations for learning about trading, options, and strategies. Chapter 6: Evaluating Tesla Call Options and Hedging Strategies Evaluation of investing in Tesla call options. Explanation of delta and its impact on option prices. Factors influencing the decision on buying options. Comparison between buying options and Tesla shares. Highlighting the trade-offs and considerations in option trading. Chapter 7: AI and Tesla's Moats in the Self-Driving Industry Discussion on AI's influence on Tesla's competitive advantage. Analysis of Tesla's data, talent, and regulation moats. Explanation of data's role in AI training for self-driving cars. Recognizing the advantages of Tesla's established position. Exploring potential avenues for competitors to catch up. Chapter 8: Ledger Recovery Program, Security, and Alternatives Recap of Ledger's recovery program and its approach. Concerns about security and privacy in Ledger's approach. Reflecting on Ledger's past security breaches. Discussion of alternatives and better hardware wallets. Status update on the Ledger Recovery program. Recommendations for transitioning to a new hardware wallet.