Bitcoin Faces a Sudden Oil Shock.. Transcript, AI Summary & Key Points

00:02 Welcome back to Cryptos Us. I'm George. We're all George. Welcome to another market open stream. Happy Monday. Let's talk about what's going on with oil. why Bitcoin faces a sudden oil shock and what to expect this final week of September and as we head into October. Let's talk about it. Let's talk about everything else that's going on as well, too.

00:38 All right, let's do it, guys. Let's do it. Welcome, welcome, welcome. We are starting out a day right under $84,000, which is a little bit lower than this weekend than a few days ago. But several alts still rallied over the weekend. They're down slightly, but like for example, Sylvanas right under 120. So last week it was still hovering around, you know, like the 114, 113.

01:11 Now it's at 120. So we went up a little bit more slightly below 120. I mean a$120 in this case very similar to a soul but about a 100 times less. Um so some of the alts I know over the weekend continue to rally up or continue to recover I should say but Bitcoin still kind of holding at this point right now which is okay which is fine. holding the 80s, I'm not complaining.

01:43 But of course, we would all like to see it break 87 so we could get to 90s and that could be right around the corner this final week or in October which is coming up. Now the US market is opening up red today and that's mostly due to oil. Again, oil is just like a big thing. Uh prices go back up. Okay. Because Trump rejects this new proposal to reopen to Hormuz.

02:22 There was talks about how Iran wanted to make a deal. I guess President Trump did not like that. So, of course, after this, oil prices start going back up again, you know. So, just nonstop, non-stop. Now, there's also something going on with diesel. Diesel prices have gone up through the roof. It's like $7 a gallon or something in the US. So, now Trump is seriously considering exporting or I mean banning export of diesel because of how high it is and how there's a global supply crunch, right?

02:58 So this is no good. This what I'm talking about with high oil prices, you have high gas prices and it leads to a lot of higher prices with transporting, you know, with supply chain, with manufacturing, with everything. Okay? not something we like because they all affect our bottom line, how much we make, how much we're spending, right? And overall making inflation tick higher, which is not something we want.

03:38 And speaking of inflation, we will get another reading. The core PCE price index is coming out this Wednesday. We have a GDP coming out and also a jobs open. This jolts jobs opening, right? But the big one from this week will be that PCE inflation reading. Okay, PC is what the Fed normally goes and uses uh rather than CPI or PPI. Although they're all important, they're all measurements of inflation.

04:10 But we will see if the elevator of oil prices from the last few months start catching up and our inflation readings start skyrocketing again which is no good. The good thing is though, okay, the the glass half full kind of counter to this is we just had a rate hike and markets rallied anyways. So, you know, we do have to have another rate hike which most likely will happen.

04:35 It's already priced in. But if we have two rate hikes for the Romania this year, then that will be bad. The markets not priced that in. Warship himself said one more rate hike, right? But if he's forced and other board governors are forced to have two rate hikes because of inflation, then uh that would be bad. That would be bad. All right. So yeah, that's that's why the US market is opening up red today is all this oil and war stuff.

05:14 Uh and this is what Bitcoin has to deal with, right? It's a lot. It's a lot a lot of these tailwinds, a lot of headwinds, a lot of winds left and right, a lot of stuff. Uh now, last week, of course, President Xi did visit the United States and Trump. They talked a lot about Taiwan AI. This came out of it. Tariffs. Okay. 60 billion dollar worth of goods.

05:46 We'll have lower tariffs going forward. This is both from both sides. 30 billion worth of goods on both sides. Just just being friendly with each other. 30 billion doesn't seem like a whole lot for an entire country like the United States or China, right? So, this is just like I don't know. I I almost feel like this is like Trump change. Uh did I say Trump change?

06:11 I said I meant to say chump change. I don't know why I said Trump change. Um it should be more like 600 billion or something, right? for a country, but it's the start of something. Yep. All right. Moving back to Bitcoin and crypto. Last week, we had the biggest inflow week since October of 2025. So we have a lot of similarities like right now with this recovery like 2025 when we had the same thing October people forgot or last year people forgot we kind of had the same thing from December all the way to like September

07:09 October it was weak and then we had a really good rally this year in 2026 almost the same where we had a really weak December going all the way until like July and then we kind of started flipping above in August. Not exactly, but it's rhyming a little bit and we're seeing a lot of money flow back in. So on Friday we ended with 134 million for Bitcoin, 70 million for ETH, almost 90 million.

07:45 Did I say 70? I don't man I I don't know what's going uh 87 for ETH uh 87 for soul which is enormous look at soul look at soul start skyrocketing with ETF inflows and XRP not bad either plus 18.7 million so yeah a lot of money flowing back in and look at the 90day plus 6.17 billion in lot of money lot of money flowing back in which is good and this shows it again strongest ETF inflow since 2025 bull peak and we're not in bull peak we've just started this recovery so just think about that all right we have seen periods

08:40 in the past where ETFs would take in like a billion dollars per day. We're gonna see more of that soon enough. Soon enough, uh stable coin liquidity sky skyrocketing once again plus 250 million. You can see a sharp increase the last few days. Last 7 days plus 1.7 billion. 30 days 26 3 2.3 billion. lot of money again flowing back in. And we just closed above 84 for its highest weekly close in 8 months.

09:23 Again, we're building upon we're building upon that base slowly trending upwards. Okay, but this is just the beginning. This is just the beginning. If you're curious, our monthly returns is about 7%, we were as high as 10%. But even 7% for September would make it one of the best Septeers ever in Bitcoin's history. And even if we just trend along right here as we head into October, look at how positive October normally is, right?

10:06 So this will be a third consecutive green month. Hopefully we do trend higher. Hopefully we could close at 87 or even higher. But we are definitely in a positive building upon this recovery and heading into October which normally is very very very green besides crypto winter years. Fantastic. Hey, Sailor decided to buy some Bitcoin, too. 1,65 Bitcoin and purchase some stretch back and strategy stock and stretch stock have been coming back in a big way.

10:50 So, whatever he's doing starting to work. I guess investors did not like the fact that he would just endlessly purchase Bitcoin forever and uh and they want to see some more movement like this like sometimes selling sometimes buying but it's working and that is a big purchase 1665 Bitcoin good for him and all the others that DCA Okay, during crypto winter.

11:26 Um, just a few final things. This is one of those metrics, okay, or one of those indicators that show when Bitcoin breaks above. It's very positive, okay? That's the only thing just like all these other metrics that we have or indicators that show we are now above some kind of moving average or some kind of Fibonacci level or something like that, right?

11:55 It's the same thing. This is a kaijun whatever this one is. But you can see the last time we flipped above was when we recovered from 15,000 to 126,000. So as we recovered back up, we saw the same thing. We saw it in 20 2018 and 2016. All positive stuff. Good stuff. And of course, altcoin euphoria. Okay, you're starting to see a lot of it. You're starting to see a lot of alts.

12:44 Well, this is saying a warning sign, but that's BS. Um, you're starting to see a lot of alts make really good movements. Like I said, Salana and Sooie both had good movements over this weekend, but like Arbitum or Zcash and all these guys are making huge, huge movements within the last month or so, right? Um, you're starting to see momentum gather. Even though they have made big strides, they're still well below their all-time highs.

13:15 I know that, right? But that's good, though. That means you have more opportunity to load up and buy, right? Especially the good ones, the ones with a lot of utility, with a lot of community members and and and holders. Yep. Here's one. This goes to show you that altcoin momentum is building and could be skyrocketing soon. Good stuff. Good stuff. Um, last two things.

13:56 Salana ETF draws in 188 million. 180 million. I already kind of showed that, but it's just it's just showing that there's a lot of a lot of money flowing into Salana now, which is good. Uh, scammers steal 2 million in ETH as a fake GIWA network fools dy swap. Okay, so someone created a fake token and put it on this DY swap, man. We're just hearing too much too much of scams.

14:36 Bit big bit big gat just got, you know, hacked. Okay. And then now you you get this, you got cold card, you get like treasure emails. Man, we're just getting so much recently. You guys got to protect yourself. and be careful. Yep. So rather than go for a fake giwa giwa, I don't know what you say it. Rather than go for a fake one, pick a real real coin, a real token on Clashpad.

15:19 And we're almost up to 500 soul. Let's just refresh. Yeah, 500 soul coming up, which is kind of crazy. So, I've launched this maybe like a week and a half. So, if you if you calculate that, that we're talking about like $60,000 worth of soul given out to the holders of of the platform. $60,000 worth of soul. We don't have that many users. If you d divide it out by the users, man, you're you're talking about a lot of money just for holding coins that are doing well and still very early.

16:08 So, we had, if you look at market cap, CWD is still holding right around 1.2 million and I have made some big strides with Clash World. Uh GG went up to 125K. Alberto started going up and is boosted. Grumpy is starting to go up. A lot of these are starting to go up. And here's the thing. While you wait by holding them, you're earning soul. Not a whole lot of launch pads, not a whole lot of tokens do this.

16:37 And then as the bull market comes back and these gain momentum, there's going to be a lot more excitement, a lot more people realizing it's good to just buy and hold these rather than always try to flip them for quick profit. So yeah, kind of amazing. All right, that's pretty much it. The US market is still red today. Nvidia share buyback plan 150 billion boost.

17:12 A lot of these companies when they have too much money they don't know what to do and they just do a buyback. What about doing a 150 billion buy into Bitcoin? Think about what that would do. All right, let's do some Q&A. Joe Stringer says, "Hey George, we didn't really have explosive all season, which is expected last year. You think it's a pipeline for 2027 towards next having?

18:13 It's going to come." Okay, so that's the bottom line. All the coins launched on Clashpad is still so early, right? It takes a lot of liquidity, a lot of holders to really drive something up. But, you know, most most memes, right? They start out hard. you see them jump to a million, 10 million or whatever and then they fall really quickly. We're doing the opposite.

18:53 We don't have quite the volume yet, but a lot of our good coins are building and building and building and there have been really good gains already. So, we put the biggest runs here. So CWD the the biggest run or the peak was 1,200x right now it's sitting at 708 and even GG is sitting at like a 75x Jorge is at a 15x now Goober 15X Grump at 18x right so these are good gains already but they're still so young we got more momentum more volume these could all easily go up to several million in tens of millions, hundreds

19:38 of millions, and hopefully CWD can go to a billion just like Clash. And the whole platform, in case you're not aware, shares majority of the fees with the holders, but we do take in some fees, and the fees are used to buy Clash and also strengthen our treasury. So, and has done a great job at that, too. So there's a big flywheel effect in place for Clash holders, but also for all the holders of all the new coins that we have and mostly from just community members and Clash holders.

20:21 So pretty damn impressive that 500 soul has been given out already in like one and a half weeks, like 10 days or something like that. Wow. Today, Quant is up 42%. And H bar is up 30%. Pretty pretty big moves. Not even sure why. I think I saw some articles about why Quan is up, but I didn't look into them. Let me see. Uh, the clearing house selects Quan for US tokenized bank deposit clearing settlement network.

21:51 This is the reason why Quan is up. So, some kind of tokenized. They're going to use the network for some kind of tokenized bank deposit. So, I guess they're getting I I don't I don't know what they normally use Swift or something else and they're going to use Quant network instead. Ray says, "George, people are in love with 2021. The economic condition of 2021 is not what we have now.

22:54 People should learn to taper the expeditation in crypto. They're chasing a 2021 pump." Okay. But sure, I I don't even know like what what how I should respond to that. Conditions are different. Not everything will go up because there are a lot more coins now. So, there's only so much money that flows around. But you could argue that we have better conditions in some ways, you know.

23:32 the the alts that do have real utility maybe like in this case quant the ones that are in tokenization RWA AI you know who's to say that they can't thrive and do even better than 2021 you just have to be more selective Yeah, evil. That's probably right. What about tokenization of CRU on Clashpad? Use the DJ launch mode, then use the coins for giveaway promos, but then it's just going to lead to a non-stop selling.

24:46 That's the thing. You got to give. It can't be used for that purpose anymore because everyone's gonna get disappointed. You launch something for the purpose of giving it away, all that's going to do is sell and lead to endless sell pressure. It won't work right. That's why for Clash when we did the giveaways with our tournaments, it was mostly in soul.

25:12 There was a few selected times I gave Clash, but not not a whole lot. We did some promotion on Clash Picks with Clash, but ultimately you want more buys than sells, right? So you don't want to freely give them away. But the concept of Clash the concept of Clashpad works whether you buy these tokens on Clashpad or not or through your Phantom wallet or through Meteor, it doesn't matter.

25:41 the the smart contract locks in the fees and distributes. So, it's it's a perfect setup. So, if anything, later this year, if the markets are really hot, I'll probably relaunch Clash with a new name on top of Clashpad. And that way future holders can be uh can be rewarded just for holding. And we have a lot. We have over 10,000 people holding Clash and they could all start getting rewarded for holding Clash going forward.

26:20 So we'll see how the conditions are. That's probably my next plan for Clashpad. And it's going to help bring a lot more people, reward holders, and more volume to the platform. And that will also, this is why the class score is also important. Some people have been optimizing it. The class score will determine if we do that, how much they will get as airdrop versus what you know what is available on the open market.

27:28 period. No, I'm not going to do that. First of all, I don't know their websites. And second of all, no, I'm not going to do a video showcasing the website or the projects. They're mostly meme coins, which is what it's supposed to be. So, it's just about building momentum. Um, people in Discord are obviously showing to each other, which is fine, but in order to really spread the word, what people really really need to do is go outside and start telling their friends and family and different social networks besides X.

28:04 If you don't have a follow on X, it goes nowhere. You're posting to emptiness. What people need to do is post to their Facebook feed or Facebook groups or Reddit groups, Telegram groups, other groups, memecoin hunters, meme groups that have a lot of people and showcasing projects that way. Um, so yeah, simply making a website simply like keep posting to X and putting into Discord is, you know, it's not going to do it.

28:39 That's the thing. If you want to build something successful, you have to put work into it, right? And marketing is now the biggest problem. Building something is not marketing is now the hardest thing. Um, so just a tip for everyone that has their own coin. Yeah, I mean this is a lot this is a lot of rewards going out. Okay. More than I even expected.

29:19 like every like every 10 minutes when it's calculating it's like almost 500 bucks to a thousand bucks it's it's in worth a soul and as soul goes higher this is going to be more um than what it is now as long as people are not selling it right so almost 500 soul given out in like 10 days and I I don't know the last time I did a count but maybe we have a thousand people, probably less that are holding all the coins that we have.

29:57 So, if you like divide it out, it's it's quite a lot that people are getting for simply holding something, right? It's like never ending rewards. So, yeah. And just to give you guys an update, I've made some great progress on Clash World. That's what I spent most of my time this weekend. And I was checking it right before the stream. It's going to be amazing.

30:30 It's going to be amazing. Maybe not as amazing as GTA 6, which is right around the corner, but I'm definitely going to study that and see how it is. Um, but we're building our own world around a certain city and there will be crypto fully integrated in it. It's not going to be fake money. It's going to be using this currency, this class world digital currency, and I'm going to see what I can do about AI, integrating AI within.

31:02 But yeah, just this paid out 381 sold to holders and a limited supply. There's no inside allocation when I created this. There was no I didn't do any first buys. I I've been buying for the treasury because we need it for the game, but everything created on Clashpad is as fair as possible, as transparent as possible. and now you get rewarded for being a loyal holder.

31:33 So, doesn't really get better than that. And plus, the whole system is a big flywheel for Clash. So, also helps Clash Kenny said, "I had hyper cat dropped. I added $10. It doubled. I took 15 and then they took the token away." See, you can't do you won't see that on Clashbad because all launch coins um their LPs locked. You can't withdraw even if you wanted to.

32:26 It's kind of set up that way. It got started by Pumpfun. Obviously, they set the trend and that's still the case. So, that's how Clash was launched. You know, you can't rug a traditional way. Obviously, there could be people like buying a whole lot of their tokens and stuff, but you know, it it's very transparent. It shows you like GG launched by Limbsani, our community manager.

32:53 It clearly shows you founder holds 1%. All the buys are tallied up, even the first buy. Everything's on chain, right? There's nothing that you can really do to fake it. That's what it's looking like. It tells you how much holders there are. 143 holders. Okay. And how much has been going up. Same thing with CWD. One week is like this. People are trying to trade it, which again nothing wrong with that.

33:36 And it's actually good because all the trading fees is what's being distributed and there's only 459 holders of this. There's only 459 wallets compared to 10,000 for Clash. So very very very early. Very early indeed. So almost every holder already got one soul because this paid out. How much did it pay out? 381. So not quite there yet. But you look at there's only 459 wallets holding and 300 and 381 sold paid to holders.

34:24 So pretty soon every holder of Clash will have received probably one soul, right? But yeah, again, it's not the same because there may be some people that hold only like $10 of the clash. So they may have not gotten any soul, but there are some people that hold a lot more. But overall, Vic, it's almost it's close to one to one, which is kind of crazy.

34:55 And not much else is moving today. A lot of stuff on my watch list is just red today. Stocks are down. Most crypto is down from a 24-hour perspective, but not from like a week perspective. uh there's some people that are talking at an X pony pointy is this your platform yes what generates a reward for soul time or volume it's volume it's transfers it's transfers and selling and buying.

36:19 Basically, anything that moves any of the coins from one wallet to another, that's where the fee comes in. And you could set it, the creator could set one, three, or 5%. And that gets locked in the contract. So, depends on how much you want to, you know, there's a tradeoff. Obviously, some people don't like the fact that it may be like a 5% fee. Um, but also rewards people the most.

36:43 So it depends on what the crater set it at. Are you the only influencer that made a coin and it has not rugged? I feel like you're the only one that made a legit project. Everyone else rugged us. I because everyone else just gave up on it. You know what started was like Alex Becker. He started a streamer coin on pump.f fun. That's kind of like what made things really hot for them and kicked things off.

37:20 I mean, they were around for a while, but he totally gave up on that. I don't know where that is. Probably dead. Uh, Cryptobanter created two coins. They're both dead because they have no utility. He only created it to get people to sign up for his affiliate program. Um I don't know who else launched their own coins um in the past. I think Crypto Crow did.

37:49 I'm not sure where that went. So there's this like bad stigma and it's self in in imposed I guess because everyone launches one thinking that the community will buy and hold it for no reason and then they give up on it. they don't do anything with it, right? Like I created Clash as a fun thing because I want to test out Pump.f fun and I was playing Clash Royale then bad, right?

38:17 But then I realized I don't I don't want to just let it die and do nothing. So, I've been building all these really good platform like Ask Clash, Clash Pix, now Clashpad, and even games that's built around the ecosystem creating trying to create a flywheel effect. One of these, if not all, will hit and then once it really does, then people will see the true potential, right?

38:46 though most people still don't believe is all they care about is whether the coin pumps but the fact that we survived crypto winter and we're still sitting around like 10 million market cap you know a lot of projects have died e even ones that are that were billion in market cap before um like Vulcan Forge like they died they were at peak they were at 1 billion market cap I don't know what happened to them but they They they died in Crypto Winter along with all these other games.

39:20 Star Atlas, Illumin, all these guys, billion dollar market caps, they're all dead. But I'm working very hard to make sure that Clash continues and hits a billion in this upcoming market. And honestly, I think all the platforms I made could be worth a billion each. If you look at it, ask Clash is doing very well, getting more subs, more users, more signups every day.

39:46 A AI platform for crypto investors or investors in general, that's worth something. Some of the other projects may just want to buy it out. That alone could be a billion dollars. you know, clash picks, prediction markets, tougher market to break into, but obviously look at what Poly Market and Colam have done, definitely could be worth a billion. Clashpad, if you look at all these other launchpads, the volumes they've had, how much money they generated, definitely could be worth a billion.

40:20 And Clash, we'll see. It's an experiment, but I think it's could be a good one. A GTA style openw world game with multiplayer and real in-game currency with AI integrated. Nothing is like that out there. That could be worth a billion. Who knows? Do I make car videos? No. Josh does. The channel is called Drivers Only. Josh is my my team. He he took it over.

41:00 He's making good videos with it. All right, guys. I'll let you go. Overall, today we are holding, but there are some that are pumping up to the moon like quant and har today. Overall, we're in a really good spot. We're looking to end September in green as we head into October. We're facing some oil crisis and shock right now, but things are looking good.

41:56 So stay strong, my friends. Continue to hold on DCA and check out Clash. Get your score up. Go check out some of the coins that rewards you for holding on Clashpad. And that's it, guys. Have a good one.