Joshua provides a clear-eyed assessment of how the Clarity Act could replace market ambiguity with a structured framework for institutional growth. His focus on fundamental differentiation offers a sophisticated alternative to the usual speculative noise in the crypto space.
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애매한 시장 승부는 14일Added:
Today is also a very difficult time.
How is it that there aren't so many easy days for cryptocurrency? That's really upsetting.
You must be very upset, right? I'm very upset too.
I also wish that everyone watching could make a lot of money comfortably, but with the market being this difficult, I am truly praying in my heart that the Clarity Act will definitely pass. It really needs to pass. It really has to work. Honestly, I think the market movements regarding this are extremely difficult. No, I think it's not so much that it's difficult, but rather that it's not very straightforward. So now, I really hope the Clarity Bill becomes a major breakthrough for us.
Layer 0 is a very long-term investment, so you will need to take a long-term view of it. I just went into this from a genuine mid-to-long-term investment perspective, so yes. I honestly do n't think this is the kind of stock you should be riding the natives of right now. yes. I will start at 10:05 again today, so if you have any questions, please ask them quickly and I will try to answer them quickly.
Today's topic is to discuss today's market situation.
Ah, today's topic is the market situation.
It's just the overall market situation. yes. I view today's topic very favorably once I understand the overall market situation outlined in the table of contents. If the Clarity Bill passes, I think that as the market has always been, selective altcoins will go up, while non-selective ones will not. I think the biotech sector will undergo a significant correction because the peptide-related company called Hims performed very poorly. The reason Algo is Dacos is that the previous explanation was given by Google regarding Quantum Resistance. If you were talking about something related to Google, then that is correct. It is exactly the same. I view the cycle from a long-term perspective. I think it will go over $200. In the short and medium term. Since it's stocks, I think it will probably be easier. Ryu said so, but I do not see it as a sport where you need to bet that heavily. You know, the way the market is moving in such a short period of time is also like that. The stock that has moved the most right now is G-Cash, a stock related to this kind of price.
And the one that steadily went up was High Liquid. And you raised the tone like this, right? It is really hard to upload the same thing. To upload it, you need a narrative, but without a native, there will be no way to upload it. The only reason I recommended Dogecoin was because, thinking about it, once Elon Musk's Clarity Act passes, it would probably be good to use it for a short position. I believe the only way for Dogecoin to go up is once Elon Musk's Clarity Act passes and they attach it to their X payments; then I think it will go up. It is worth taking as a bet on that, but it is not a stock worth entering just because it is insignificant. I do n't watch On-Chain Humanity much these days.
I used to write about VBB on the chart a long time ago, back when... well, I guess it was March 23rd for AI. It was March 22nd. But since this was a small amount for me, it was on the March 22nd side. Among these two, the only stocks like VB were those. What was that? I viewed it favorably back then because it has the advantage of allowing unlimited use if you have a token for the cloud API.
But that's a really old story.
Uh, PopCash or Bunk Donation, so maybe that's why they talked about this on this channel as well. In the case of Popket, like Popket Pop Popket Popket, well, this was also explained exactly like this. Well, I have absolutely no intention of carrying it around for that long. I'm playing it like a day trader; if it goes up, I'll sell, whatever. yes. We're talking about it here, too. Unless it's someone like the Doge or an Elon Musk native, news is just for trading—simple, short-term use—rather than investment.
And during the October 11 crash, it was a few billion dollars... or maybe a few hundred billion dollars, right? Hundreds of billions... no, it's not hundreds of billions. yes. I understand that many people with amounts ranging from hundreds of billions to tens of billions, and even more than tens of billions, have been liquidated. Is the gold-Bitcoin correlation index standing? yes. I think there is some degree of it. The correlation with gold is getting quite good. It's sticking out quite a bit.
And now, as I briefly mentioned in the last video, regarding the ALMA Act and ALMA, which is the act the U.S.
government intends to use Bitcoin as a strategic asset—similar to the Clarity Act—even after President Trump passes and his term ends, I think the draft for the ALMA Act will likely be released this week, next week, or the week after. Although it will still take another year to pass once the draft is released, the fact that the draft is coming out is quite significant. So yes. I think the time has come to catch up with gold to some extent, from the perspective of treating Bitcoin as a strategic asset to build upon, just as gold is now a strategic asset. Regarding regulation in the Chinese cryptocurrency market, I think China still has a long way to go. There is a bit of a difference in opinion between the two ventures.
Companies like Nuclear B and V-B-C are quite large ventures, but they say China is absolutely out of the question and that it will take at least 4 or 5 years.
It seems there aren't many other ventures that view this positively. China is quite diverse. In the case of the Ah Ri lighter as well, I tried to take a positive view of it, but the price just isn't moving at all. I like it, but it seems too difficult. If you watch the previous video again, you will probably see Stable Clarity's stablecoin. It seems that the issue of giving stablecoin interest is simply preventing interest from being paid for holding the stablecoin, but the part that rewards proportionally to certain actions will remain unchanged. So it's not that bad. Not at all. yes. Now, for those of you whose questions I couldn't reply to today, I think I'll cover the major points within 30 or 40 minutes and then move straight to the questions. So, for those of you who haven't asked a question yet, please just listen to me for about 30 to 40 minutes. If you feel that my explanation has answered your question by that time, please refrain from asking. I would appreciate it if you could ask your questions after 30 to 40 minutes.
Ah, but I was really busy today. The real market today, because around 1:30 this afternoon, something related to the Clarity Bill came out. You know, that draft actually came out as a markup that goes into the bill. So, I ate and analyzed it until about 7 o'clock. While working on it, I realized that I originally planned to film this as a long-form video, but since that proved difficult, I felt I needed to deliver the content quickly. I thought this might be meaningful for those watching the live stream.
Because if I edit the video and upload it, it becomes Thursday or Friday again. So, I changed my mind again because of that live stream.
So, today's table of contents is like this. It's the overall market situation, and oh my, what are the revised contents to be included in the markup released at 1:30 today?
I think two things should be enough today. And it was just like this. The CPI came out at 9:30 just now.
I briefly misread that CPI number and wrote Telecom incorrectly, but anyway, once it went online, the timing of the correction I originally predicted turned out to be exactly right. Ah, I mean, those sections where things had settled down to some extent have come. Well, Algorand was like that, and so was the temperature; they adjusted it really well. That was the tone, and the Doji didn't come. I didn't even draw a chart for Neon, and since I was consolidating units for those stocks, I made some additional purchases from the stocks I already held. I also purchased some additional units. But well, regarding Algorand, I already held Algorand, and since I've had a pretty large amount of it from the start, I bought a bit more and went into buying the existing Ton.
But I will discuss this in the context of the overall market situation. So, I had a conversation like this over the weekend. What I said was, well, looking at the market, most of you viewers have a lot of experience in it, you know.
So, I’d like to share my thoughts on how I approach the market, from what perspective I view it, how the market situation has unfolded, and how I wrote my piece. Now, first of all, it was Sunday evening. I wrote this text based on this probability. I wrote a piece like this. You can see everything, right? yes. The reason I wrote this post is that, regarding statistics, there is a site called Velo. On this Velo site, was it this market? yes. If you look at the market like this, there is a website where you can view this kind of data more immediately. Bello.
It is called XYZ, and if you look here, it creates a pattern by processing this pattern, so it shows the pattern. If you go to the Velo website, you will find a chart showing the pattern and how it proceeds probabilistically. If you actually go in and look, it comes out like this.
So, if you look at it, the biggest increase comes out on Monday on average.
And on Sunday, the biggest average decline occurs. Then when is that time?
So, I thought that if there is some dumping in the early morning, buying that would be the best way to enter, as the trend would likely reverse and the STR would come in on Monday.
And like this, dawn was n't really dawn. It wasn't even dawn; it just moved out raw at night, then dumped again at dawn, and dropped again as soon as the morning market opened. And what I realized while doing that was that the next day—oh, I wrote a post like this during the day. This bit bounced off 82,000 again, you know.
The market looks tired.
So, normally, that’s how it is.
Normally, in the market, especially on Sundays during the weekend, there is a very common pattern where the price briefly drops with some strange movement before a bullish candle appears on Monday, but that didn't happen. It started selling out as soon as it opened this morning. But then, just as it stopped at $82,000—the highest average purchase price for the ETF—and started to fall, I thought I needed to be careful at that point.
So, from that point on, I mentioned that we needed to proceed while managing risks. So, if the next Monday happens to be a Monday and the price drops in the morning without a bullish candle, it would be good to manage the risk a bit, but this also aligned quite well with other timing points.
Because the CPI and PPI were usually on Fridays during the past two months. But this week, exactly, there are CPI and PPI on Tuesday and Wednesday. So, considering that this could be the week with the highest volatility and the markup is 14 days, I thought that risk-taking would occur so suddenly, so I believed we needed to ensure some degree of risk management. So I wrote that post, and this morning and afternoon, I established positions regarding when it would be good to buy, and a few of those spots have appeared. Well, Uni entered that way, and the tone entered in a good, decent position.
As for Temperature, it is currently a bit ambiguous here, but in a position like this, I probably would have drawn it a bit higher. At the point where we were creating the doublem earlier, we entered with the CPI as is since it is online, but the important thing is that, as I wrote here, there is also PPI. There is His Majesty tomorrow, but actually, if it is a line, I don't think it will have that much of an impact on the market. So, in other words, regarding what I bought now, if the stock market falls compared to when the CPI was released... Now, first, the stock market falls below here. Then something is wrong.
Or, if Bitguy breaks around the previous low point that happened to be hit at the same time, it becomes a bit ambiguous. Then I told you to manage the risks. Then you can either just throw away the position you have or go in the direction of reducing it. In my case, regarding the positions I was holding previously—I mean, probably two weeks ago... no, actually, actually, in the videos I've been watching for a few weeks now, two or three weeks ago, I kept hearing that it would be good to be careful with altcoins. Next, I thought 70,000 or 74,000 would be the best time to buy, but it didn't reach that point and has since gone up. As it rose, I thought an altcoin market was coming, so I entered into altcoin positions.
As for the temperature, if you bought it in advance last time, it would be good to buy it in advance. I had left a comment like that, so by the time I wrote that post, I had also organized my thoughts on the book to some extent.
Originally, regarding the temperature, I considered 45°C to be a somewhat important resistance level, so I decided to wrap things up around there and did some more reorganization today. So, I was about halfway into my original position, but I added a bit more to it. So, if this also goes down and I think it breaks this section, I think I'll just cut out the added parts and keep the part I originally reduced. In Uni's case, I was n't very sure about this, so yes.
This time, the company had already bought it in advance, but personally, I bought this today. So, regarding this too, but concerning the Clarity Bill that was amended today, it seems to have gotten a bit better. I originally thought DeFi wouldn't be very good, but regarding the changes to the legislation—which I will discuss later—UNI Suhap seems to be the most representative and stable investment option within DeFi.
Ah, anyway, so... uh, the conversation veered off a bit again. Anyway, since CPI was the line, I think we shouldn't break the previous section. If the PPI comes out again tomorrow, and the PPI is also online, then... It is not that high on the line to some extent. It did not cause a shock to the market. Then, you can just keep carrying it like that. until when? You can take it until the markup. But they say the markup usually takes about one to two days. So, just in time, September 5th, 14th is a Thursday. So, since it is highly likely to be finished within two days, a conclusion will probably be reached right before the weekend—that is, before the weekend in US time. Based on that conclusion, if it falls behind again, the possibility of an adjustment will become very high. It didn't fall behind and went well. So now moving on to June, we need to win votes to proceed with the actual voting, and I think that will probably go over without any problems.
So, I think the market might see a better tailwind depending on how the markup turns out on the 14th, 15th, and 16th. The reason I think that is because, as you can see, I believe Ethereum is actually the asset that should benefit the most, but there are no buyers. There are no buyers. At first, around this point, I thought that we shouldn't drop any further from 2,342 onwards, but Ethereum dropped while only altcoins went up.
But considering that there happens to be 82,000 included here, the majors have become a bit ambiguous now. As the major sectors became ambiguous and consolidating, it seems like they probably shifted toward altcoins. Liquidity.
But now, there's another variable here. The reason I keep saying today is difficult is that I could n't write much because I had to keep thinking about what to write for the PPT live stream preparation. I have too many thoughts. Because also, STRC said that buying pressure would come in for about three days—today, tomorrow, and the day after—that is, right from the beginning to the middle of this quarter, and then stop after the middle of the month.
But since there is a high possibility that it will come in again, I am not sure if I will post it here again or not. The important thing is that right now, both the bonds and the interest rates on the children's bonds are ambiguous. Interest rates are rising slightly, but they are continuing to rise quite strongly right now in an ambiguous way, so this isn't very good.
Interest rate hike. If things continue like this, the possibility of a rate hike later increases, so it seems like this is having a negative impact on the Eti stock market. So it is ambiguous. It's really ambiguous. I mean, a week or two ago, I thought it would be okay to invest in advance. Well, they said it was a really good position from a risk management perspective and in terms of profit and loss ratio, but right now it is n't that good of a position. This is not a section where you take the size—in other words, a section where you place large bets. yes. If you want to place a bet, 14. What if you missed it. You missed it. These are new people who are currently watching me. Then, it is best to go as close as possible on the 14th and place a bet. I thought that further adjustments might occur before then, so there is a possibility that adjustments will come. It's not that it doesn't exist. yes.
CPAI was the line, but if it falls below that, if the stock market falls, then clearly, bond yields are high, you know. That would be bad for the stock market. But in a situation where the stock market had no narrative whatsoever, and where macroeconomics weren't that important, I kept betting on an upside. But bond yields are rising, yet the CPI continues to come out high. So, even though it's online, the result is coming out a bit high, you know.
Consequently, inflation is high, interest rates cannot be lowered, and there is a high probability that rates will rise; since bond yields are already increasing, the stock market could also face a crunch. I mean, I can sell some.
Then, the Clarity Bill hasn't passed yet, has it? So, the people buying right now are all doing pro-learning.
Most of them are either people who are running MicroStrategy and trying to dump it against him, or people like me who manage crypto-native funds and buy in advance to bet, believing that the Clarity Bill is highly likely to pass.
So, practically speaking, since the Clarity Act has not passed, there are no actual buyouts by agencies yet. I mean, actual institutions like actual pension funds have n't bought yet. I mean, just look at Ether, you know. Well, there is no buying interest in digital commodity stocks like Ethereum and Ripple that are most likely to be included in the Clarity Act. Then there are no institutions. Okay, so in a situation where there are no institutions, yes, I mean, it’s ambiguous.
It is ambiguous here, making it difficult for buying to come in. So, since it's this point, uh, isn't there a possibility it might drop a bit more? So, we need to be very tight here. If you, the viewers watching the broadcast, have entered the trade with me, you also need to be tight. I think now is the time to manage risk, whether by dumping additional shares or liquidating the existing holdings, if the market breaks down. So, until when?
Risk management must be carried out until the 14th. Because if I fail here this time.
If I woke up here. But if this breaks the Ibui part, it's going to go all the way here again, isn't it? I'll just keep it simple. So, for example, let's call this PPI. My PPI is bad again tomorrow. But it was Line. It will probably go up a little. But it's hard to bet here too, you know. But of course, depending on how the PPI turns out tomorrow, betting might become possible.
Because it's getting close to the 14th.
Then, if I bet again at that point, that PPI point, and today, a small stop-loss occurs here. Then, the next step is PPI's bet.
What does it mean that a small stop loss occurs when the betting line is low or the trend is small? It is because the stock market fell as bond yields rose.
Okay, and then, finally, our last one... ah, can you see all of this? But regarding the comments... ah, looking at the text, can you see those letters? I 'm not sure, but the final boss is the weekly support here. It is at $ 78,000.
So, if Bitcoin reaches this level around the 14th, this is the best entry point with the best risk-reward ratio. yes. So, what I keep wanting to talk about right now is the process.
This is the only thing I can talk about while gratefully coming to the live stream. How I and my partners approach the market So, as those of you who watch my videos know, I do n't trade technically based solely on price.
So, technical is just a tool. However, if you have an understanding of these price movements and supply and demand, you need to keep drawing this big picture.
I really think that is important, so I hope those who watched the live stream take the most out of that. So, even if you ask me questions later, you will probably gain more if you ask from that perspective. Because I'm not someone who teaches charts right now. yes. You can think of me not as someone who teaches charts, but as someone who helps you trade on your own by teaching you how to think macroscopically or fundamentally. I also tend to like this kind of thing because it helps me organize my thoughts while chatting away. Okay, anyway, did you understand everything?
If you found it difficult, please let me know and I will try to explain it more simply.
Since everyone is quiet, I'll assume you understand everything. Are you sleeping? Are you sleeping?
No. yes. Charts are auxiliary, and really, they are auxiliary. yes. The chart is really just a supplement.
So, regarding this macro, I mean, if you really think about macros in a complicated way, they can be really difficult, but ultimately, even macros are viewed by humans, right?
So, you have to look at it big, big, big.
You really shouldn't focus on tiny details. So, the interpretation of that macro is the same. Why did I write a post like this recently? there is.
Everyone, macros are almost all unimportant now. For tech companies, earnings performance is probably the most important thing. I have written a story like this before. This is because no one cares how the CPI turns out, or rather, what the prices are like.
You shouldn't worry about things that market participants don't care about.
Oh, yes. Mr. Suhong, I will summarize the matter for you, even if briefly.
Before that, let me just take a quick look at the chart. I also need to take a quick look at this section right now, so can I take a quick look at the chart as well? you. These are stocks I'll be talking about later anyway, but ah, they're weak. It is not good. The buying sentiment is not good like this. If you do this a little bit, I get nervous. Ah, this shouldn't be happening.
Ah, is this beat missing again? Why is this one missing?
I really hope I don't end up losing money. But well, since it's a small loss anyway, I don't actually have a high win rate. Um, I mean, the win rates of most traders—the skilled traders I know—are not that high. High win rates are typically found in algorithmic traders or HyperQuantum C traders; I don't think those who manually enter and exit trades have particularly high win rates. However, it is very important to bet heavily when you are truly confident, closely monitor the market, and then take profits. So, even this small loss hurts my heart. Actually, since I wrote the text, I am trying even harder to follow through on it.
So, looking at these posts, there are people who followed the trading from the beginning, and there are also those who joined in midway and are trading together. I feel sorry for those people. If you make a mistake in the middle like this, people tend to cut their losses, so it would have been better to just watch the broadcast from the start or do exactly as you said. But why is it that at first people think, "Oh, is he feeling it?" and then later think, "Oh, he seems to be doing well," but then when they get into the game, people start cutting their losses? It really does get a little annoying. I want to curse at him and say things like, "You little brat, you're so incompetent," but you know I blocked the comment section. Anyway, it might be a bit disappointing if it gets edited out, but since I try to include as much of the content as possible, I think you will all behave well. The biggest downside of that planned YouTube channel is that I can't provide all these additional explanations, so that's what I find most regrettable. I really have so much I want to say, but I can only fit it in 10 minutes.
So, even if we plan out all the scenarios like this, it's still too difficult. So, because of that, I find live streams a bit more fun. Should I say it's a bit longer and a bit less burdensome? Because it's clear, isn't it?
Of course, I’ll leave it for you to watch again. I'll probably edit it slightly and leave it for you. Now, everyone, if I drag this out too long again, you'll get bored. I'll move on right away. So, that is why the overall market situation has concluded. Okay, to briefly summarize for those who arrived late: regarding the overall market situation, if you had bought during the dumping on Monday morning, there should have been a rise on Monday, but the rise didn't happen as soon as the Asia session opened. As a result, I felt that the market was tiring. Ah, so there were more sellers than buyers. So I thought there would be some degree of correction, and since the CP was usually on Friday—and for the past two months it was every Friday—and the CPI and PPI happened to be together this week, I thought the correction would come by then and that there would be a buying opportunity at that time. I matched that and wrote a post on Telegram just as I had planned. Since the CPI is in line, I entered a slightly small buy position right now, but if it falls from here, the reason will likely be that bond yields are ambiguous. Because the stock market will fall together. Then, if a stop loss occurs this time, you bet near the PPI, and if a stop loss occurs again then, go near the 14th, place a bet as close to the 14th as possible, and then see how the markup works. This is the cleanup I just did. Okay, that concludes the summary of the market situation. oh.
Okay, then, ah, this is really boring. This is really boring content, but the actual ballot written by the Senate—that Clarity thing— came out today. What came out? A 350-page book came out. Ah, I have to find this too.
350 pages. I just won't show you. Because it's a hassle. yes. A 350-page book came out; what is it about? What has changed?
The most important thing is the changes, right? I almost rapped.
Changes. Okay, first of all, a problem has arisen, everyone. So, what's the problem?
I was a bit pissed off about this.
Originally, if a single entity— that is, a single subject— held more than 20% of the tokens, it was difficult to get included in digital products. So I looked at the ones that weren't, and for example, they were things like Bitcoin, Ethereum, Solar, Dogecoin, Stellar, and Ripple. But a problem arose. I raised it to 49% this time. So, you know, if our stock is over 51%, well, you know that thing.
Likewise, if it is less than 51% or 49%, it can be called digital commodity.
Not securities.
So, here's where it gets a bit ambiguous. Because there are too many.
And then, since you don't have to match it, even immature chains all become digital commodities.
So, well, like Seido and all that, it's just Layer 1, the Layer you all know, the one where they do belly dating.
All nodes are run, whether it's POS or running nodes via POS, so everything goes into this. It’s gotten really ambiguous. So, since there are so many stocks, would it be included in all of them? So, here is the downside. The biggest downside I noticed while reading it was that there are just too many items. I thought that if the number of stocks had decreased, stocks like Algorand—which people don't know about but were exactly under 20%—could have become Darkest.
So I looked at the market, and there is a commonality among the ones that moved.
Oh, this is really good content.
This is really good content. Ah, okay, I'll write one here. So, this is the content of the feature article on how blockchain uniquely solves cancer. Blockchain needs to solve this uniquely. What I mean by this is, well, everyone, think about it yourselves. Just relax. They say all the chains are fast. All chains are decentralized, and all layers generate very little revenue. It has no meaning. Nobody uses it.
It's a ghost chain.
But now, let's change this a bit more from an institutional perspective. Then, what the institutions view must be stable. It must have been on the market for a long time, be problem-free, and have distinctive features.
What kind of word needs to have characteristics? I've been thinking about that a lot lately while watching Zcash.
Why did Zcash go up?
Why did Zcash go up?
I thought about this a lot. Well, there was a post about Multicoin recently, but when it went up tenfold in this range, it was at a time when Bitcoin was continuously falling. But lately, the thought that has been coming to me is that I used to think this was a very simple narrative. I thought the market was changing, but looking at it now, it seems that Zcash actually has some very unique features it can offer. What I mean is, traditional markets emphasized the price, but there are no assets that guarantee the price. Even if we buy stocks, we have to report them, and now, if we use centralized exchanges for Bitcoin or most cryptocurrencies, we have to pay taxes on them, right? The U.S. has been using it for a long time, and well, Singapore doesn't pay taxes either, but they still report everything. Now, Korea will also be filing tax returns, but in the case of The Cash, it has a very clear use case.
So, it seems to possess something that cannot be resolved in the traditional market. So, I think it went up.
So, this asset class needs to have a clear merit. So, I think the most important thing from now on is whether we can offer advantages that traditional markets lack.
At the end of the come bubble, the most important thing is whether blockchain can uniquely solve the problems within traditional markets. Otherwise, regarding stablecoins that can be widely used by both retailers and institutions, or regarding RW, I think there needs to be clarification.
So, does it need to be clearly incorporated into the institutional framework to expand its use cases and become a high-revenue sector, or does it solve problems unique to blockchain that traditional markets cannot? I think there are exactly those two things. If I continue to trade and invest in cryptocurrency in the future, I believe those two are the two most important pillars. There.
So, if you ask what items within this could be digital commodities, as I mentioned earlier, there are really a lot. Aptos does everything, including the level of explicitness. If I just read it out, I might even rap it. There are so many.
Then is that all good? Well, things like injectables are all good. So, all of that goes inside the digital caddy. Is everything good? Then, this can't all be good. Most events are just simple, just a show. So, I mean, the Shoski goes up like this, and then when it hits the market peak, it goes down.
But what is it that we want to say right now? You want to find something that keeps going up like Zcash, right? yes.
I actually want to find this. And this is my strength.
Finding a chart like this that is likely to keep going up. If you look at my Twitter, I became famous because of this. Go straight up like this.
Of course, I missed out on Zcash with this. yes. I missed Zcash because I did n't understand this at all.
I think I'm starting to understand it a bit these days. It takes a long time. It took a long time.
But anyway, from that perspective, why do you like Algorand?
Algorand writes that one report to Google at this point.
Among the blockchains currently on the market, what is Quantum Resist called in academic terms? Quantum, quantum womb, con... so, quantum resistance, quantum, quantum resistance, okay? Quantum, quantum resistance is just quantum resistance. I thought there was a specific Korean term for it. Yes, quantum resistance. They said that quantum resistance is the best among the chains. This is good. Well, it's not this either, and it clearly has quantum-less functions.
The clearest among all layers on the market. And since then, the chart has improved significantly.
But as I mentioned earlier, I think it needs to have a distinctive feature. All layers are meaningless. What I keep talking about regarding the dot-com bubble is the end of the dot-com bubble.
Then you need to find a stock that will go up slowly. Then it needs to have a distinctive feature. I think this 1-won quantum resistance layer is a very significant asset.
But how much is this? This is only one billion. If this is only one billion dollars, I think that for a really big company, rather than directly building a blockchain that guarantees quantum resistance, it would be better to buy a minute of this chain and use it to carry a product line that is quantum resistant—whether it be digital curry or digital products. Does it fall out from the bottom?
Ah, it's a bit ambiguous. you. So that is what I know. Okay, first off, I've set stop-loss prices for everything. You all need to set up your stop-loss prices as well. You just need to open it based on that earlier point.
So, I view the stock Algorand as a good investment. So, if it enters the commodities, I think these sectors will likely suffer significant losses. So earlier this morning, ah, yes. Anyway, that is the case. And the entry point is just right, so I thought it would be good for those looking to enter the market.
What else is there in that chain? In this case, it's like Nier and Tone are in the same situation.
Now, as for Nier, as you all like, it was released once at the Nvidia conference a long time ago. And secondly, regarding intents, AI is widely used now, isn't it? Then the AIs will write the text for us, right? You write to AI just like you use Chatchipet. Then, it has an internal function that recognizes that intention and can create a transaction section based on actual performance. Now, regarding the end user—that is, the last person to use blockchain—as I have mentioned often, I believe that agent commerce—that is, the communication infrastructure where AI agents handle payments—will be the most significant rails. Even if ordinary people don't use rear chains in end-user spectators within a few years, they are actually using them now. It is heavily wrapped and uses the Near Intent Protocol for payment transactions; you can consider this to be the best chain for AIs to use when the Android user is an agent. So, I think there is a clear advantage to it. So this one goes into the digital commodity again, too. Because previously it was 49%, and even before that, it was already within the 40% and 20% range. However, until I researched this recently, just the day before yesterday, I didn't clearly understand why it was n't helpful—or rather, why I didn't clearly consider it a good asset—because, frankly, AI is all dead now. So I was thinking, "What is the meaning of this?"
But I changed my perspective on this a bit. Originally, as I mentioned earlier, Zcash is an asset class that can be used by an asset class that clearly solves problems that traditional assets cannot solve.
So, someone is using the chain, and the fundamentals are actually really good. I did a lot of research, but it would take too long to explain here. Yes, I think that a case like Abox could be considered a prime example of a generic, washed-up coin.
After all, there are no users. That user isn't there. There are no real users. Because there are no users using any currency. Because, however, in the case of Algochain Algo, there are no users for Algorand either. But I think it has merit when viewed simply as an asset with quantum resistance, even though it doesn't have an oil field. So, if you look at it as a chain, it has no meaning.
I'm a poop chain. However, after the Quantum Clarity Act, these Layer Ones are being incorporated into digital products, and the name of such digital products is Quantum Resistant Products, Quantum Resistant Blockchain Digital Products.
So, that is the advantage.
By the way, what is Abox doing? What are you going to do with the Abox? What kind of chain is the Abox?
What's different? If you're going to use Abox, why not use Solana? At least Solana has a retail min, but there isn't even an Avox min, and they're always doing this and that partnership thing, but nobody uses it. What else is there? You don't use Matic, do you? yes.
Nobody uses Matic. Something like this. yes. Is this a digital product?
Ah, is it Poly-kun? Was it Poly now? I do n't even remember anymore.
Ah, Matic, yes, and finally, as I mentioned last time and wrote about, if I were to enter a new position at $1.70, I think it would be okay to enter around that level. This also needs to be finished. So, likewise, it is highly likely that this will become a very distinctive digital commodity. Digital products. So, the reason digital communities are important is that they create a framework that institutions can thrive on. Then, in the case of TON, Telegram won't be doing an IPO, right? I will absolutely not do it. I absolutely can't do it. But the founder is clearly continuing to push the tone on Telegram. He said he's taking the wheel now. From that perspective, it is the only exposure that can reflect Telegram's value.
But similarly, there are a lot of agents active on Telegram as well. The place where AI agents use it the most is Discord, and well, Slack too, but they use it the most in Telegram integration. There is Telegram Onelet and things like that, so when viewed as an asset class, it is significantly undervalued compared to WhatsApp or Discord. So, as I mentioned in the last video and live stream, I think these distinctive chains will perform much better than simple ones like Ripple A. I think it is really good, even from a valuation perspective.
Okay, and now, and one more thing I was thinking about this week is that Uni went really well, you know.
But right now, among DeFi, Uni was doing the best, and then in RW, it was Ondo, but Ondo has lost some momentum since the Kleti bill came out recently. I did think there would be an adjustment originally, but this was the timing. At one point in time.
But here, things got a bit ambiguous again, and it actually improved for the company called Ondo.
So, while the OnDo company did a really good job with the wrapping of the RWA and uploading it to the chain, they failed to clearly define the OnDo token. Because under the Clarity Act, the profits generated must not be distributed to users who hold tokens.
Then, since it would take on too many characteristics of a security, we cannot do that. So, where does their revenue go? Then you're just going to keep going to the company, aren't you? So, the company needs to do this through a buyback, but their market cap is 2 billion and their revenue is 13 million. Then it won't be much. So, I have sorted things out to some extent and moved in now, but if anything falls through again, I do n't think I will take much extra with me. Originally, I thought 45 was the biggest resistance for the 46 set, so yes. I've made it as far as the important part. So, I really hope you all make a profit. yes. After that, I think the best ones right now are Tony, Algo, and Near; if the markup is done well, I think they will show the greatest influence.
Of course, Bit Eater and Bit Ether will naturally do well. But everyone, we're doing this to make money, you know. Because I intend to bet on a high upside.
So, I think it would be good to bet on those parts. We talked a lot again today. Anyway, that's why I like Uni too. Ah, I have n't mentioned Uni Uni.
Yes, since Uni is based on airdrops, it absolutely does not get involved in that kind of security, it is very good for entering commodities, and it is trying to move to the Uni chain.
So, Unisuhap Lab is also an American company, and it is modifying Unisuhap's protocols and operating as a DAO, but none of those things fall clearly under the security provisions that exempt them from securities regulations. But coincidentally, BlackRock bought about 3 to 4 billion in the market a long time ago, you know. So, from that perspective, I think it's really good. yes. But if it does n't work out well again on the 14th, then yes. The game will end again. yes.
Hoping that it won't happen, yes. If you have any questions, please ask me now, and I will answer them diligently and faithfully for 14 minutes until 11 o'clock.
I need to look into the market now, too.
Oh, thankfully it didn't break. That is a relief.
Ah, the ether is broken. Ah, really, yes, the bill needs to be passed. In my opinion, the Ether bill needs to be passed. It has no meaning. I think betting right now is meaningless. yes. hello? yes. yes. I think money will only go into this if it becomes a bill.
Well, as for Ethereum, I really won't touch it until the bill is passed— or rather, until the bill is clearly passed. yes.
Ah, now take a look. I'm telling you, the stock market is uncertain. The stock market is uncertain. The stock market is too ambiguous.
It looks like the stock market is going to break up a bit.
Okay, after the level. yes.
New temperature. Now, regarding the talk about the new entry on Ondo, those of you who have heard it have probably been listening, but for the new entry on Ondo, we are going to make a small entry here, and if this level is broken, we will look at the 0.5 5 Fionachi zone.
However, if we talk about the chart, this explanation gets really long, so I think it would be better for you to review this again. There is a part in the replay where I actually rapped.
Because I think everyone will talk a lot about it, the question is, ah, the temperature friend entry is a bit ambiguous.
If, really, right here right now, this section breaks, you know? Then new entries are 38.6 38.64 38.64 37.5 38.64 38.64.
Ah, that's ambiguous.
Ah, I'll do it like this. Temperature new entry chip. Okay, today the CPI dropped to the last stock market point.
Oh, it looks like it's going to fall out.
Then you can enter during the PPI tomorrow. Even after entering the PPI, it broke the PPI low again. If this is PPI There is a point like this here. So let's assume the chart has come down like this.
This is PPI. So, if you enter at the PPI point here and, based on the inline standard or the low standard, then lower it, Even though the line has been released, the stock market is likely falling because interest rates are too high and bond yields are too high.
So then, you can throw it now, and just catch it by adjusting as close as possible to the 14th. Okay, Mol 4... ah, Mol 4 has become ambiguous. Regarding Morpho and the recent stablecoin Act, rather than saying it's ambiguous, Coinbase Morpho... I did some research on Morpho earlier, but I don't quite remember. As for Morpho 4, I'll talk about it later. I still view Morpho 4 favorably.
So, the reason I view Mol4 favorably is because of the overall rise in stablecoins.
So, regarding the draft that just came out, not much was left out, right?
Morpho seems to still be okay, though.
And you just need to look at the str supply and demand for today, tomorrow, and the day after tomorrow— three days in total. If they don't come in even after that's over, then they're in big trouble. The supply hasn't come in for 3 days, today and tomorrow. Bitcoin did n't rise, so what's going on now? The 14th markup is weird. Ah, if Tonga is behind, then ah, that's not good. It seems like things will fall out.
Layers that are said to be as fast as Aptos Swie must have some distinctive features. It seems the increase will be small. In the case of Monad, ah, Monad, that team... I mean, but Monad also... the results... so what is our biggest problem, everyone? You guys don't use chains, do you? We don't use it either.
I think that's the biggest problem right now. But now, this team is decent, and the founders are really, really sincere. I've put a lot of money into the race, so I don't know how it will turn out. I think it will go up if the market improves. I think it will be fine as long as I don't break 25cm. If it breaks 25cm, since this is the ICO price, it is not good if it drops below that. It seems like it is still okay for the section supporting this.
yes. It's difficult because it's such a new coin.
Morphoman— no, I think Morpho will be fine once some adjustments are made. The content of the bill introduced this time wasn't that bad.
Buying Bitmine instead of Ethereum spot.
If the MNAB is around 0.8, I think Bitmine is a better buy.
4 AI. yes. 4. AI took too long. This is a post I wrote in March, but honestly, I did n't really think it was a stock with incredibly strong fundamentals. I just thought the chart was really perfect for a stock to go up. Because I checked the fundamentals, and they aren't that strong. The problem is that there were clear reasons for a BBB rally, so I thought it would rise along with the BBB rally. But if it's moving now, I'm not really sure about its fundamentals. But I checked it at that time, so I'm not sure about the fundamentals right now. sorry.
Chronos, ah, so this is it. Even that regulated exchange... but the important thing is that Crypto.com has low trading volume. I don't know if any of you have used Crypto.com, but among those US exchanges, Kraken is scheduled to enter the market. We plan to hold an IPO around the end of this year, so in relation to that, is this really such an attractive market? But how much is the price? The price of cracking is ah, cracking. If the price of Ciro is 3.4 billion for Chronos, then it is cheap.
So, it's relatively cheap. yes.
But I heard the Clarity Act is good. But ah, I did n't look into this that deeply. I've been looking into the Trading Token in depth, but based on what our researcher has done, I've heard from a distance that it's good. You need to ask if 3.5 is really cheap. Then you probably need to compare the trading volumes. Well, you need to compare Bybit's trading volume with spot trading volume, compare Coinbase's spot trading volume, and compare Crack's spot trading volume, because that's how they write those reports. Look at things like how much revenue was generated this year, and then try to make a comparison. If you feed it to Cloud, it will probably work right away.
Find that report and ask, is 3.5 billion cheap compared to their revenue? If it's cheap, then it's cheap, and if not, then it's not.
Then you don't really need to buy it.
If an altcoin market comes, 2018 is the year. I absolutely never go to any chain. I will absolutely not go. I absolutely cannot go. There are almost no fundamentals. The coin. yes. So in the end, everyone switched to stocks, right?
But I think a few stocks will rise quickly by receiving good liquidity momentum. I suppose that’s just the same thing to you all, even though I couldn’t catch it either, right? yes. 13 times. How long has it been since you went? I went after two months. yes. I wonder if something like this might exist? yes. But I definitely think there will be more opportunities. For me, wouldn't Doge be the one with good momentum? Since Elon Musk is involved, it is included in the commodity, but I think all regular Minn coins are bad. In the case of the CRV, it uses a V-carburetor, you know. So, since staking yield is provided, it is good to enter that security.
That recent Kleti bill is being evaluated poorly; in other words, it is not good in the amended bill. It’s not good.
I think Kalb and Air weren't good either, and for Kalb, Monad is, but the team unlock is in November. Monad Monad Best, but Monad Vesting is 10 years. I was talking to Team Found about BD recently, about a month or two ago, and since they had set the vesting period for almost 10 years, I thought, " Oh, these guys are actually kind of... fundamental." yes. Tone Linear Uni Temperature Aundon is correct. The KOSPI is too strong for an altcoin market to begin. The US market is also very strong, and everyone has AI fundamentals, you know. So, as I mentioned earlier, it needs to have a distinctive feature. It must clearly have distinctive features like GHC. I think this is the most important thing. And you have to enter the digital community. Why do I have to go into a digital community? That way, the organization can live comfortably.
yes. It cannot be just a regular token.
Then I think it needs to be a layer with distinctive features. I talked about bio earlier, but I've finished organizing it. That Hims' e-running was really bad. It was a peptide-related stock, and it went down this much. So we are receiving it together.
yes. I also didn't get any Hims, so I threw it here.
But if you look at it from a long-term perspective, I think it will be fine. If I look at the long term, I mean, even if I do n't issue buy or sell recommendations for every single stock, you guys... but even that is a bit ambiguous.
Because every time I write, I forget again, so while writing, I think, "Oh, did I mention this?" and then I realize that I did n't actually do the on-chain.
Oh, really?
Ah, the level... ah, but regarding the level... I mean, I think that if the Clarity Bill passes, all sports will be good. If all Alt levels go up by 2, everything goes up, right? But the important thing is, well, the chart you all want is this one.
You want it to go up like this, don't you?
But if there are no clear fundamentals or distinctive features, even though this is the chart you want, if there are no fundamentals, it will go up like this, and if you hold on, it will drop like this. If there are no fundamentals. But Bitcoin and Ethereum keep going up, and Bitcoin and Ethereum are just... Oh my god.
Wow, it's going up like this. You guys know you have to sell your altcoins here after they go up like this, but you might not know. So that is why I recommended that stock. It must have a distinctive feature. yes. yes. Ton Near, I think it's about this much. Is Swiddle used often because it is highly likely that this is Sholes squeezing? You hardly use water level either.
But the chart is really good.
I thought the chart was really good, but actually, it's not that great. If you look at it, it can't even break through this intermediate resistance.
This is a level chart, everyone.
This is R-rated.
Okay, do it like this, and the water level is here. Here, uh, ah, it's too big. This is the level. The previous supply zone is right here, you know. So, this is the section where the most properties have been traded right now. $1.45.
But it hasn't even reached $1.45 yet. For example, you could draw it like this, right? yes. It will probably go up to about the level of the previous resistance. But now, for example, let's look at the temperature.
So, it's the exact same timeframe as the previous listing, right?
Then you just broke this part.
Given that the supply zone has been raised all at once, I think the magnitude of the increase might be higher if the profit temperature rises. yes. The temperature has reached the January peak, but the water level hasn't surpassed it yet.
Then what do you mean?
If that much supply and demand comes in, the market becomes very slow.
Ah, it's so slow, and suddenly everyone, it's lagging. It lagged. So, it lagged like this, ah, it lagged.
Ah, the lag is really bad. Just a moment, everyone.
My mouse isn't moving right now because of the lag. Something big happened. It looks like we wo n't even be able to end the broadcast.
So, even though the charts look similar right now, the momentum changes depending on the reach point. It is.
Ah.
No, it's lagging right now. Ja. It 's time to say goodbye, everyone. ah.
Wow, what is this? why? Why suddenly? yes. Thank you all for your hard work. I can't even see the chat right now, as long as the mouse moves.
You're all working hard.
Oh, what is this?
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