Q&A: Bitcoin Cycle, BTC Macro, PE & PEGs, Celsius/Nexo + more

#Bitcoin #BictoinCycles #BearMarket #Tesla #Macro #AMZN #SharpeSCPs #Celsius #Nexo
DISCLAIMER: The information contained in this video is for informational and educational purposes only. Nothing herein shall be construed to be financial legal or tax advice. The content of this video is solely the opinion(s) of the speaker who is not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome.

00:00 Introduction
00:33 Is the 4-year cycle in play, where we will have an accumulation phase for 2022-2023? Or will the crypto markets go risk on again when the fed pivots?
00:50 Bitcoin’s Past 2 Bear Market Cycles
01:48 Bull, Bear and Recovery
04:00 When is Blue Box Time?
05:25 Bitcoin was created and has existed in near-zero interest rate conditions since 2008. Can it survive and prosper in high-interest rate conditions?
05:55 Bitcoin and High-Interest Env.
06:40 US Debt Clock
07:33 US Debt as Percent of GDP
08:30 Can you discuss what you look for in traditional metrics such as P/E, Sharpe, Future P/E, PEG Ratio, etc.?
09:00 PE Ratio Tesla
10:00 PEG Ratio eg Tesla
10:50 Tesla Sharpe Ratio vs S&P 500
11:21 Layer 1 SCP Performance & Sharpe Ratios
13:10 Visual Price Change vs BTC & Sharpe
14:30 Since Amazon had a split is it worth it to get involved or should I stick with MSTR and Tesla?
15:00 AMZN Recession Proof?
16:00 AMZN Global Expansion
16:40 But International Expansion is Costly
17:25 AMZN Chart at 200 WMA
18:40 What about Celsius? Could it cause another Luna-type event if they declare bankruptcy?
19:00 My Celsius Math (Very Provisional)
20:34 Celsius Top Wallets from catscatscode
21:42 If moving BTC to a cold storage wallet is the safest place, how can we trust moving it onto an exchange in the future (to sell it, etc)? Is there a chance that exchanges may not have the money to pay out custom when it is worth more years from now?
22:00 Can an Exchange Run out of Money?
23:18 I’d like to know more about Celsius vs Nexo. Nexo appears to be safer than Celsius and even made an offer.
23:46 Nexo Safer than Celsius?
25:35 Is holding WBTC 100% equal to holding BTC? Why so?
25:50 Does Wrapped Bitcoin = Bitcoin?
27:18 Say China invades Taiwan, what is the probability that USA & West start to impose sanctions on China? Feel like this could cripple the global economy.
27:40 China Invading Taiwan?
28:55 China has other issues
29:53 Do you use or recommend budgeting software to keep tabs on your financials (e.g., YNAB, Quicken, Personal Capital, etc)?
30:10 Software
30:50 Can you rank the five Tool albums in order that you enjoy the most?
31:00 Tool Albums Ranked by IA
32:00 Your Contributions, Our Donations
32:30 1Bridem – What is the best way to make short term money consistently so I can be free from my 9-5. What is the best strategy for this? And best way to learn?
34:30 BreakBeatStu – just a thank you pal
34:40 Crypto Skeeter – Can you please explain exactly why there is a discrepancy between ETH and staked ETH
36:05 Shelley H – Could Celsius pay users out in stETH or WBTC?
36:44 Bob – could you put together a fiat compendium? I’d love to see how different fiat currencies around the world compare to one another.
37:30 Bill Whammers – you da man, James
38:00 Clint Downing – For the animals! thanks for all you do. Appreciate all the hard work.
qSxhawk – Why do you think there is not a coordinated attack to push BTC down to the Celsius liquidation price?