← All transcripts

Bitcoin Breakout Faces Its Biggest Macro Test Transcript, AI Summary & Key Points

CryptosRUs · 4 days ago · Education · 49:44 · EN

Watch on YouTube

AI Summary

Bitcoin is trading just under $86,000 and must break the $87,000-$88,000 resistance zone before a move toward the $90,000s. Rising bond yields, declining confidence in government treasuries, European political turmoil and broader macroeconomic uncertainty may push capital toward scarce assets such as Bitcoin, gold and silver. Bitcoin ETF inflows were positive but modest, while corporate Bitcoin accumulation continued. The Bitcoin power law places Bitcoin at $157,000, with a possible future peak between $200,000 and $400,000. Leverage remains a major risk, and long-term leveraged MicroStrategy products can lose value through fees and daily adjustments even when MicroStrategy recovers.

Key Points

  • Bitcoin is trading just under $86,000 after testing $87,000 four times and remains in an upward trend.
  • Rising US, European and Asian bond yields may push investors away from dollars and treasuries toward scarce assets such as Bitcoin, gold and silver.
  • The euro is at a 17-month low, while political instability in Spain, unrest in France, the continuing war in Europe and broader global turmoil are increasing macroeconomic uncertainty.
  • El Salvador continues accumulating Bitcoin despite earlier pressure from the IMF, and the IMF is now distributing money to El Salvador.
  • Jay Clayton previously chaired the SEC, sued Ripple on his final day in that role, and is returning to a senior crypto-related position under Trump.
  • Bitcoin ETF inflows totaled $189 million for the week, while Ethereum ETFs had negative flows of $38 million, Solana had $1.3 million, and XRP had negative flows of $5 million.
  • The SEC approved Cboe to list six 3x leveraged funds, including Bitcoin and Ethereum products.
  • Strategy bought 30.334 Bitcoin and repurchased $176 million of STRC.

Links mentioned

🔒 Full analysis locked

Unlock more videos and the full analysis

A credit unlocks one video's full analysis for good — the build steps, the tools and how each was used, the methods behind every use case. Pro opens the whole library instead, and raises how many videos you can analyse a day.

Unlock full analysis — free

Transcript

Searchable transcript of Bitcoin Breakout Faces Its Biggest Macro Test — CryptosRUs (49:44). Search for a phrase, then click its timestamp to jump straight to that moment in the video.

Captions sourced from the original video on YouTube, published by CryptosRUs. The video, its captions and all related intellectual property remain the property of their respective owners; AINotes claims no ownership. Provided for research, accessibility and search — see the Transcript Notice and Copyright Policy.

00:02 Welcome back to Cryptos are Us. I am George. We're all George. Welcome to another market open stream. Happy Monday. today. Mixed day at open, but there are some big big macro stuff going on right now that can actually help Bitcoin in a big way. So, let's talk about why Bitcoin this current breakout faces the biggest macro test yet. So, let's do it. Let's do it, guys.

00:43 Welcome, welcome, welcome. We are starting out a day right under $86,000. We were a little bit higher yesterday when I recorded my Sunday video. We were heading up to the 87. We did it and came back down a little bit, but overall still trending upwards, waiting to break out from that 87. We touched upon it four times now. Okay, we're not really falling back.

01:13 So, are we ready? Is what's happening this week going push us over? Maybe there are some big things, very big things right now. You could see kind of mixed, but NASDAQ is green. Okay. Uh the US bond market still no good, still rising up. This in fact does actually does help Bitcoin because ever since the bond yields started skyrocketing, commodities like gold and silver have been going up.

01:45 Bitcoin started going up. So this continues. This go push people away from dollars. Okay. Buying US treasuries is just basically buying dollars long term. uh pushing people away from dollars and into assets, especially with Bitcoin, scarce assets that will go up in time, not down, right? So, we'll see what happens. This is not going to resolve anytime soon as more and more people get away from treasuries, not just US treasuries, European treasuries, Asian treasuries.

02:27 No one wants each other's treasuries. It's like it seems like it's kind of collapsing. Countries are selling treasuries for other treasuries to like stabilize things and they're all IUS. It's like you're taking I use and you're trading one for another for another for another. It's kind of weird, but that's what's happening. And you know what's else is happening?

02:46 I don't know for those of you guys in Europe, crazy things are happening right now. Okay? Uh really crazy things. Euro is collapsing 17-month low. No one wants treasuries from Europe right now. And I I don't know what happened here. Spain has totally collapsed. So their prime minister dissolved parliament. Okay. And is calling for a snap election. Can you even do that?

03:17 That's like Trump saying, "I'm just gonna dissolve Congress. We're gonna start over." I guess you could do that in Spain. That that's happening right now. So, it seems like the whole thing the whole government structure has collapsed. So, I I again I don't know if any of you guys are from Spain. You could tell me more. I just I just found this out. So obviously I I think that's not good um for the country and for Europe and for treasuries and for everything else that's going on.

03:51 Um yeah, things are things are just weird in Europe. I I don't know what's going on. And then uh what's happening in France and Paris? There's like riots everywhere. It it's like a total I don't know. It's just a cluster f. You know what I'm saying? So that that that's why people are going to gold and silver and Bitcoin and crypto because you know their currencies are probably not doing well and collapsing and people are fearful what's going on, right?

04:33 It's like it's just like chaos everywhere. We got chaos in the Middle East. Got chaos in Europe with still the war going. I mean, there's there are just like so many macro stuff going on right now, right? So many macro stuff. But again, like I said, this actually helps drive people to Bitcoin and crypto is Bitcoin is scarce. It's recognized as a new asset class, a real asset class.

05:05 no longer fake. Even the IMF agrees with that. Okay. The IMF, which no one likes, it's just basically the World Bank. They used to tell El Salvador that, "Hey, we're not going to give you any money if you continue to accumulate Bitcoin." They've said that for years. President Blly is like, "I don't care. I'm going to keep on accumulating." Okay, now they finally caved in.

05:32 They're going to distribute some money to El Salvador. Even though they recognize that that Bitcoin accumulation is still ongoing. They just gave up. They just gave up. And you may be wondering why the IMF or World Bank does not want to lend money to countries that accumulate Bitcoin. It's because they want the control, right? They're like a bigger bank.

06:00 That's all it is. And banks, they want that control because once you start borrowing from them, they know they could collect that interest and they have say over what you do with that money, but they they've lost that control now because of Bitcoin. So, think about that. Quite awesome. Yeah. What else? This is strange. I used to on Jay Clayton all the time when he was Okay.

06:31 Uh when he was the Fed chair. Oh, he's a Fed chair, right? Yeah, he was the Fed chair. Um before before um PAL. No, no, no, no. He was the uh he was SEC chair. Sorry. his SEC. I'm getting my guys all confused. He was SEC chair before Gary Gendler. That's what it is. And he was the one right on his last day, okay, of being the SEC chair. The very last day, guess what?

07:08 He was the one who sued Ripple. He didn't want to deal with it. He decided to sue Ripple and then he left. and he gave that to Gary Gunler and now Trump is bringing him back as the new AIR with the SISR. It's weird. It's weird. Even though privately he's been working with crypto companies. Maybe that's why because he has some crypto experience, but you know, he he was very anti back in the day and now he's overseeing this new, you know, new position.

07:52 I I don't know what happened to David Sachs. He used to be the the Well, I guess he's the cryptozar, so they're different. I I don't know. Kind of kind of crossing board. I don't know. Maybe there's just a lot of SARS. But anyway, it's kind of weird. Maybe he's pro crypto now. I don't know. Uh, moving forward. Last week wasn't so great for ETF inflows.

08:26 for Bitcoin up a 189 million which isn't bad but soul I mean ETH had a minus 38 million day uh week uh soul 1.3 million XRP minus 5 million so we'll see if this week picks up overall wasn't bad but just wasn't spectacular okay uh and uh what else what else the SEC speaking of SEC just approved CBO E to list six 3x leverage funds including Bitcoin and Ethereum products.

09:05 So, you know, leverage is kind of bad in a way, but if you if you're going to do small leverage and you don't want to actually hold crypto, I guess the next best thing is these like leverage products, leverage ETFs from these guys for for traditional sectors and stocks. They already have those. They have 3x leverage longs and shorts. So, I guess it makes sense.

09:29 But you're getting more and more of this as we move forward. And Sailor decided to buy a little more Bitcoin, 30 334 Bitcoin, and repurchase 176 million of Stretch. Okay, so he's still accumulating a small amount, but outside of Sailor and Strategy, you got other major companies adding a lot. Metaplan added a,000 Bitcoin in the third quarter and Simon, of course, is still accumulating, still trying to raise.

10:11 Okay, you got Remix Point that increased their Bitcoin holding just by a little bit, 7.45, but overall they hold,500. So, you got companies that are still accumulating and that's the right thing to do when things are down and out and cold and scary. Seems like accumulating is not the right answer, but it is. Buy low, sell high. That's what you do. Now, according to the Bitcoin power law, Bitcoin should be at 157,000 already.

10:56 Okay? So, that means we're behind. We're behind, but it happens sometimes. And then in previous years, we just shot up right right towards the end. But we didn't do that in 2025. But we are definitely coming up. We will see if we overshoot this time at our next peak, which could be at 200, $300,000, maybe even $400,000. that's coming up. We're definitely coming up from the bottom and we're heading higher.

11:40 And you know, short term, I mentioned we we're not able to break that 87, right? If you're looking at the liquidation heat map, this is this shows you why. We got some major major levels right here, right around 87 leading all the way to 88. just takes a little push that will clear out that leverage all those shorts. If we get through that, then we'll go ahead to 90s in no time.

12:08 But those shorters, the bears, the sellers putting a lot of levels and pressure right around 87. It's like their their last stand, so to speak, until we hit the 90s, right? So, that's where we are right now. We just need a little push. Then we'll we'll get it. Yep. And this is still the first week of October, so things are still early. October traditionally very, very green.

12:48 That's why it's named October. Okay. And we just had the highest weekly candle since January, nine months. We've been making a lot of these, right? Been breaking a lot of, well, not all-time records, but short-term records. And we're definitely coming up. So, can't wait until we head into the 90s, and that's when things will be really interesting. A lot of alts started going up already.

13:19 Okay. Uh, so we're going to see more of that. a lot more money flow into the market recovery, etc. All right, what else? Just a few other things. Zcash been very hot recently. 22nd blocks go live ahead of schedule. Maybe one of the reasons why Zcash has been doing very well. But overall, just privacy is doing well. Not sure the exact reason why, but privacy coins have been doing well.

13:58 And they're trying to push crypto policy in Washington. Now, interesting. Interesting. And BNB became the first blockchain to top 1 billion tokenized stocks and ETFs. That's kind of crazy. even higher than Ethereum and Salana, the top two and three. And then you got Avalanche, Arbitrum, and it goes on and on. BNB going nuts. Good for them. All right, that's pretty much it.

14:46 Uh NASDAQ gaining strength, which is good. Uh looking at the overall watch list didn't do so, I mean, it didn't do so well, but I mean, it's still early. You got some green. Uh going to Clashpad, we're close to 1,000 soul being rewarded to the holders. 1,000. By the end of today, we will be above a thousand. That is crazy. In about two weeks, not even three weeks.

15:22 And there's only like I don't know 1,600 wallets on on on Clashpad. So, it shocks me how many of you guys are still not on Clashpad, not checking things out, not holding some of these great coins which have given ridiculous returns first of all and just basic rewards like CWD which has been doing very well. You got a couple others, Crypto Lifer that's been holding, but we got a new one called Baggie actually done really well by a Discord member, Tanya, and I was checking out yesterday.

16:04 Um, I mean, the the performance is actually really good, but like the website is just spot-on, you know? It's just like done really well. So when people put their mind to something, they can create something really good. Really good. So just want to give a shout out to Baggie. And it's still early and so are all the other ones on here that are still very, very early.

16:33 And I think everyone should check it out and check out Clashpad and maybe even launch something. Who knows? Who knows what I may do. All right, let's do some Q&A. Bitcoin up about uh one and a half percent. Not that much. Coinbase having a good day. Coinbase up about 4%. This loads. Yep. 4%. Micro Strategy up about 3%. Space X moving. SpaceX 3%. They've been recovering pretty well recently.

17:46 164 now. They fell to 105 and they were stuck in the 150s for a while. So SpaceX is breaking out and Bitcoin still is slowly trending up. Once we break through the 87 mark, things will do well, even better. Coming up to 1010 anniversary. Can we get a inverse of what happened last year? I think you said that wrong. like a update. I don't even remember the anniversary.

18:55 Are you even sure that's right? How would you even know? I don't even I don't even recall if that's the anniversary or not. I don't recall the day that I launched Clash. I think it was a September. I don't think it was October. Uh, do you have any insight on helium and why it's been going out the past weeks? I I do not I do not I don't know why Helium is doing well.

19:39 Well, if you look at this, not really doing well. But if we I guess if we zoom in a little bit here, is that really considered doing well? I don't know. It shot up and then now it's just losing all of its gains. I mean, keep in mind everything from from July have been going up, right? Bitcoin has been recovering since July, August, September, October.

20:12 So, things should definitely trend up. I don't know what was announced here that caused it to go up so much, but now it's just losing most of that some kind of announcement. Oh, CZ crashed the 1010. Okay. People need to get over dates. I don't know. I don't know. I totally forgot about it. So, I don't know the inverse going to happen. I hope so. October is usually a really really really really really green month.

20:58 Last last year, yeah, the whole liquidation thing kind of caused a a bubble pop. So last year, that's why we had a red October, but hoping I don't think it's going to happen. We don't have nearly as much leverage right now. We get liquidated like almost every single day. And that day was like there was just too much too much pent up energy and I don't know what I I forgot what he did.

21:52 Sean, if you want to get in ETFs, you know, just get into a Bitcoin ETF like I bit. Don't try to play all the leverage MSTR stuff. I've tried. You'll lose money. Those leveraged those leverage Micro Strategy products will will cause you to lose money the longer term you hold the fees and readjustments. I don't know what happens. Let's just for example, you buy it at 100, okay?

22:20 Like a 2x leverage. Micro strategy goes down a little bit, you'll see it go down like 10%, 15, 20%. When Micro Strategy comes back up to the same price, you'll notice that your your two leverage is still down. It happens every single time. So just don't either just buy Micro Strategy or buy Stretch for the dividend, but don't buy those leverage products ETFs of like Micro Strategy.

22:49 It it never works out and you will lose money. Those are not meant to be held long term. Bacada, Canada. Good morning. Why am I slurping my drink like that? Why not? Why not? ADA is up 11% today. Wow. Where is ADA? Right here at number 16. Good breakout day for ADA. Below Monero and Zcash. Both privacy coins. Both very very hot. uh Cayman Islands for a crypto conference.

24:31 What What crypto conference is uh in Cayman Islands? Check out tal.net. New logic be logic based AI crypto or new logic based AI capable of reasoning. It's early alpha just be last year's claude in a chess match. Last year's Claude, you know, the monumental difference between last year's Claude and this year's Claude or or like Opus 55. Now, that's like talking about like one year in AI is like a light year away.

25:11 It's not even close. There's something weird going on with all these AI companies. I think Claude just like destroyed a whole whole industry and they're going to take over. That's that's what it's feeling like now. you know, people forgot that that Anthropic said that they were gonna do some water marking on all this stuff. Um, and that happened and people forgot about it.

25:55 But I think that water marking has caused other companies to realize they can't distill Opus or Fable anymore because basically if they do, Enthropic would know and actually can can probably sue for IP infringement or whatever. Um, but it's been weird last month. It's been really weird with models. Grock 4.7 came out and it was a regression. It's not better than 4.6.

26:25 In fact, it's worse, which makes no sense because Elon, you know, was hyping up 4.7 and 4.6 was a better model than 4.5. That was a total flop. GBT's new six is a complete flop. It's a complete regression. Did not do any better. Astra is not good, no matter what anyone says. And then they had to come out with 6.1 like last week, only a week after 6 released because Astra and Six are dog Like that's from Open AI and they're still dog Like Opus like destroys them.

27:11 It's not even close. Anthropic is trying to is probably go release Fable 55 this week and that will it's like game over. But even outside American companies, all the Chinese companies that used to come out with a new model every single week, they all stopped. GLM has been quiet for a long time. Nothing. No 5.4, no 5.4 flash, nothing. Deep Seek stopped.

27:36 Kimmy stopped. Quinn stopped. They all stopped and it's all at the same time. No one's pushing. So, it's weird. I think my theory is everyone was basically using claw models to distill from. They were learning from them, training their models, and now they can't do that. Everyone else seems to have stalled. So, it's actually looking really good for Anthropic right now with their IPO.

28:12 Um, I don't know. Something weird is happening with them, with all of them. And Enthropic is just like leaps and bounds ahead of everyone else now. Like, it's not even close. I have no idea. That's just my theory, but I don't know. It's definitely not something where they all came to a truth and said, "Oh, we need to slow down AI progress." That's definitely not the case.

28:35 They're just shitty models and they all stopped. Okay. I I'm sorry, man. I I99 I I'm just going to put you in a timeout. Okay. It's like you're not you're not being hurtful or harassing or anything, but I don't want to see like 20 of your comments versus like two of two comments from everyone else. We need a merch store on Clashpad. Hey, if you're a project, you should come out with your own merch store.

29:40 That's a good thing for your community, right? I'm I'm not going to do a I'm not going to do a I'm not going to do a merch store, but you know, you can do drop shipping with Spring or other shops really easily. You just upload your logo and they'll take care of it and you can integrate to your website. So any any of the project on Clashpad, you know, if you do have a large fan base, you could do that, but in my opinion, it's kind of waste of time.

30:05 It's not going to help you gain more followers. Uh it's only really just like a fun little thing for your small community or for a gather, you know, gathering or something. But yeah, it's not it's not going to be a big money maker, nor is it going to like cause a whole lot of attention, but it is something, right? And it's really easy to do. So, if you want to do that, you know, you could offer like nice t-shirts or mugs or whatever.

30:44 New features for Clash. I don't know. I haven't added anything. I just been hardening ass clash every so often. I find maybe a bug or something. I've been hardening ass Clash Clash pickics and also Clash Project. A lot of people have been asking about like different random wallets been making them work. You tell me if there's something that you want to see.

31:05 I could build it, but I don't As Clash is like perfect. I don't know what else what other feature we can add in here that doesn't exist already. Just most people don't know about it or don't care. They don't want to do their own research. But like every single thing that you could think of, you know, is in here. So I don't I don't know what else. I was trying to add in a auto trading bot for ass clash, but I gave up on it because just seems like you can't win with trading no matter what.

31:40 Even if you win, you lose against holding Bitcoin in a bull market. Even the AIs all recognize that. I've had so many of them try and they all said, "No matter what, you're not going to outperform holding Bitcoin in a bull market." That's what they said to me. Um, so I gave up on it. People might not believe that. People still think they trade and they make big money, but if you calculate and I back tested it for 6 months, years, six years, 10 years, they all lose.

32:13 Not one strategy has worked at winning. The platforms always win. That's why hype hype wins. It's all the fees they collect, the platforms and exchanges, they win, right? Even brokerages, they win. The real stock exchanges, New York Stock Exchange, NASDAQ, they win. It's all from trading volume, not from people actually winning from trading. Yeah, Claw.

33:03 Claw is top dog. I use it for Clash World right now. I'm using it extensively. I I've been running Opus for like days upon days, controlling up to 24 agents at once, working on Clash World. It's going to be Clash World is going to be mind-blowing when it's done. Who's to say it can't be as good as GTA 6? Well, the map is not going to be as nearly as big.

33:29 The story line is not going to be nearly as good or comprehensive, but in terms of open world that uses real real crypto AI integrated, the graphics and play are going to be topnotch. Visuals will be good. It's going to be amazing game when it's done. I'm gonna try to get it done by the end of this month, but I don't think so. Who knows? I'm working on it like basically 247 non-stop at this point.

34:02 So, we'll see. I'm also doing some major upgrades to Front Line. So, we'll try to get that going, too. Isaac says, "Algoran's new CEOs from Chainlink. I think they may finally get some institutal adoption leader in RWAs." That is a brilliant move. That is good. It's American chain and if they could get hop on a RWA bandwagon, that is a huge thing. So, good for them.

34:47 Good for them. Gray theory. The payouts are okay, but the entries are going to be a to reconcile for taxes. No, it's not. Just use the tax software you put in your wallet. It could calculate every single transaction. And don't worry about taxes. If you're paying taxes, that means you're making money. Would you rather make money, pay taxes, or make nothing and not pay taxes?

35:24 Just think about that. So there you go. And the whole thing is already buying Clash. So that has nothing to do with holding and getting rewarded. There are people that are making like hundreds of dollars in rewards per day. So, would you rather pay taxes and make hundreds of dollars per day on those, you know, on those holdings or not pay taxes and not make anything?

35:59 So, what's the better option there? So, I don't I don't see your point. Uh, Bill Gates seems to be on a mission to control sensor open-source models, citing safety concerns. Bill Gates has been on the wrong end of things for a long time now. I think some people think that, you know, if you're a billionaire, you must be right in everything. No, you're not.

36:34 You're billionaire. You're good at one thing. you got probably pretty lucky on your way there, but still you're really good at one thing, but that doesn't mean that you're good at anything else, right? So, like a lot of these other things, a lot of these billionaires always come out and get asked about things and they have no clue what they're talking about, but they get instant respect because they're a billionaire, right?

36:59 You got to give them that respect. But that doesn't mean that they're knowledgeable in all these other things. I mean, even Warren Buffett kicked out Bill Gates from his foundation. So, that tells you something. All his involvement with Epstein, like he's not even close with Warren Buffett anymore and his involvement with COVID and all this stuff. Like, Bill Gates published a paper about a COVID breakout like a year before COVID break broke out.

37:33 Like, what are the chances of that? He has also told Elon that electric trucks won't work with no no clue in terms of how to build electric truck. Like I I don't know. Growing up I always growing up I thought Bill Gates was my like hero but not not anymore. I thought he was like Elon basically because I didn't know any better. You know the world's richest man created Microsoft.

38:05 he must be like really good and everything, but that's obviously not the case. Canada is not different than US. You're just holding it because you seeing your gains right now because everything looks like a genius move when things are going up, right? When you buy something that's leveraged, this is just like playing with leverage. When things go up, you look like a genius and you feel like a genius.

38:49 Like, oh my god, I'm up 5x higher than I normally would until things go down and then you realize what a fool you've been, right? So, you just got to play responsibly and just know that in a bull market, everyone feels like a genius. And people that play with leverage feel more like a genius. They're like, "Oh man, I'm so I'm so smart because I threw a 3x, 5x, 50x."

39:18 Just just remember, everyone in a bull market feels like a genius. Jason Starks, I'm heavy into Clash and CWD. I'm unclear about Clash's role in the ecosystem. Would it be foolish to roll Clash into CWD or Clash would be as important? I don't think you realize why is everything called Clash. Ask Clash. Clash pad. Clash pickics. Clash World. How are you unclear about Clash's role in the ecosystem?

39:57 Everything is built for Clash. Now, I don't mind you buying a whole bunch of CWD because it's still part of the ecosystem, but we have a flywheel effect going on. Okay, 2.5 million clash has been bought by the platform from the fees. Okay, so the fees, most of the fees go to user, but the platform collects fees and we take that half of it goes into soul.

40:26 We just store it as soul, half of it goes to buying Clash. The more volume that we get, the more transactions, the more fees that we get on Clashpad, the more beneficial it is for Clash. We already bought 2.5 million Clash within two weeks. You estimate it that's projected to be 50 or 60 million Clash per year. That's at our current volume. If the volume goes up 5x, 10x, which I expect it to be, you're talking about a crazy amount of buy volume on Clash.

41:05 So hopefully that answers that. So I like to see everything do well on the platform, okay? Because not only do the users get rewarded more, but the platform also gets rewarded as well. Any crypto tax software you recommend or better agent? Oh, no. AI agent will take forever to look at. you need just get like I don't know there's a few of them coinlay coin trader or coin there's there's a few of them I use coinly but there's uh I think it's called like coin trader or yeah I I I forgot coin tracker something like that

42:14 there there's like three major tax softwares so you could connect. You could just simply put in your wallet and it'll just go through and it'll know every single transaction ever. Um, and you could also plug in your exchanges. It'll calculate everything for you really, really quickly. The only things that it doesn't know is like if it can't detect where money is coming from, so it doesn't know whether you're profiting.

42:39 So that's where if you like plug in everything, it can like see all transactions and then real reconcile really quick. So after you get that, then you can use AI to like formulate your other taxes, right? Fill out your forms and stuff. We'll see. We'll see how how that is. This is really the first year that I didn't want to go try to use AI to file taxes.

43:00 Um and that that's just how advanced how fast we have come. Last year, this wasn't even an option. No one used AI last year to do taxes or number crunching. this year. Different different animal. Starknet, man. They've been around for a while. I'm not I'm not sure about Starknet. I got into Starknet early and then they just didn't go anywhere. So, I I don't know.

43:37 I don't know. But they've been around for a while. Coin Ledger, Coin Tracker seems like those are ones people use. Near-term story is a sharp rally tied to Bitcoin focused growth. Okay. So, yeah. So, it's just tied in with Bitcoin. Uh the fundamental focus is BTCFI, Bitcoin FI bring Bitcoin liquidity to users on Starket through their synthetic token strike B or Stark BTC.

44:37 Current incentives report uh bridge fee Bridge fee supports staking rewards and Bitcoin faucet distributions. So basically they're expanding to Bitcoin. That's what it is. So they're they're basically I think they probably have some kind of staking rewards for utilizing Bitcoin on their network. So they're Yeah. So, it's mostly for that. Uh, also they're trying to reposition from a general purpose Ethereum ZK roll up towards the platform with stronger Bitcoin liquidity.

45:21 Yeah. So, that basically it's just all Bitcoin. All the all all the stuff that they're doing recently is just trying to um bridge more Bitcoin services to their to their platform, which kind of makes sense. Magical mayhem. Yes, it is. Uh caveman, when AI hits full force, everything we did our entire lives online will be in their data centers. Just remember that.

45:59 You don't you don't think that already happens, man. Everything that you have ever searched that that ever you ever sent in an email, ever received in an email, every vacation, every credit card transaction that you have ever placed, you don't think that data is sitting on a data center somewhere. Every single ad you ever clicked on accidentally or not, your entire lives are already in data centers.

46:36 Your online photos, Facebook, Instagram, Tik Tok, YouTube, every single comment that you have typed on live chat or or any video is all stored somewhere. So it's no different than AI digesting all that. Now these companies what they're fearful of because you have like basically separate companies that have all this data. What what all these companies are fearful of is like anthropic or open AAI now taking all that data and putting it under one roof.

47:17 Right? That right now doesn't happen. you don't have all that data under one roof, but that's what these guys are trying to do, trying to get all one one roof. And once that happens and AI advances to a point where it can clearly think for itself, that's where it's like world domination, right? Especially if you you put on top of a quantum computer, then it's really like god mode at that point.

47:56 I work in advertisement. All your data is monetized in so many ways is endless. Yeah, I I can only imagine. It's like it's best not to like think about it. I feel like there's first of all, there's nothing you could do. Second of all, you just like it's like I guess just this you just accept it. Unless you just stop using everything, you know, stop using all services except Clashpad and then you'll be good.

48:34 We're trending up a little bit. just not breaking through 87. We'll see how today goes. It's early. Coinbase is still doing very well. Robin Hood, Micro Strategy doing well. SpaceX also doing very well. We'll see how today goes. All right, guys. Have a good one. We got some crazy stuff happening, macro stuff happening with bonds, with Europe. I don't know what's going on with Spain and France right now.

49:08 I can't imagine UK is doing any better. Um there a lot of craziness happening in the world but you know it bonds us together at least those of us in crypto and just got to continue to hold on DCA. That's it. I don't know where I was going with that. All right, have a good one guys. Go check out Clashpad. Go check out Asclash. Check out the whole Clash ecosystem. All right, have a good one.