The New Wealth Cycle Has Started | Crypto, AI & Stocks

Added: 2026-05-23

[00:00:23]Yo, what's good everybody? Welcome back.

[00:00:26]Uh, we are running a live stream, man.

[00:00:28]Um it's been a little bit so uh excited man to jump on here on a Friday talk shop and uh basically break down everything we are seeing right now in the markets uh from crypto to the AI trade. Uh we'll integrate some stock talk. Uh we could talk about everything and I I truly do think you know this new wealth cycle has started. I think we're seeing the writing on the wall where this space is heading where the crypto market's going uh right now. I mean, you have clear-cut winners, you have clear-cut losers. Uh, things can shift, change, of course, on a dime, and we'll be ready for it if it does. But, I think it's clear to me like this space in general, man, it's it's changing rapidly. It's growing up. We we we've got a lot of different things and different pockets of the market that are looking phenomenal right now. And you know, just kind of a look back uh here this week, you know, the story all week long has not been about Bitcoin at all.

[00:01:26]We literally have not talked about Bitcoin at all. Uh it has been an altcoin story this week from Hyperlquid to Zcash to Near Protocol here toward the end of the week. Uh tons of things happening in and around the AI space. I I've talked about the AI trade. I think if you're in crypto, man, you've got to be locked in on all of these other things that are happening. There's true wealth being made in this AI trade, and I think a lot of it's going to filter over back into crypto. I still love Bitcoin. It's one of my long-term buy and hold assets. But in terms of getting multiples right now, it's a it's an altcoin story, and I think it's a hyperlquid story. So, we'll definitely talk about that. It's a Zcash story.

[00:02:13]We'll talk about that. It's a story about uh the future of AI and some of the overlap with some of the stocks that we've seen absolutely explode. Uh but how about the AI crypto plays too? I think there's a lot of great opportunity there. So, uh welcome in everybody to the stream. Uh whether you're watching on YouTube, over on X, over on Twitch, shout out to all of you guys. Share the stream. Do all those great things for us. Put it out there. let people know uh we are here in the building and uh let's get in here man and uh take a look at what is going on here and uh let me know in the chat man what are you guys feeling how you guys feeling today what are you guys looking at what are you thinking you got questions you got comments uh anything you've got uh let me know uh love hearing from you all and so definitely want to see what's on everybody's mind and uh if somebody wants to like join the show if you guys are listening out there, you want to pop on and and join me, man, we'd we'd love to have it, too. So, uh let's get into it, man. Bitcoin, like we mentioned, uh is down today below back below 76K heading into the weekend. Uh and I shorted the market last Friday. I shorted Bitcoin, I should say, last Friday. It proved to be a good decision coming off of, you know, the big stuff uh related to the Clarity Act, the markup, and I shorted it because as we head into, uh, heading, you know, into weekends, we usually see lower volume.

[00:03:43]And I think it was kind of more of a buy the rumor, sell the news event. People maybe started thinking, oh, wait, you know, the Clarity Act isn't done. Uh, you know, this is just moving to the Senate, right? So, I thought it was kind of a buy the rumor, sell the news event.

[00:03:57]uh long term I'm accumulating the hell out of Bitcoin. You know, I feel like this is very similar uh on BTC to like, you know, basically where we were back in here. Um like this area right in here back in 2023, you know, where we basically just chopped sideways, consolidated. It's looking very similar to that. Um and eventually, I think we're going to break out of this range and things are going to look phenomenal.

[00:04:21]Do we go down and maybe retest the bottom of this range at some point in the cycle? Potentially. Yeah. I I think that could potentially happen. Uh it's not going to shake me out. I'm just going to become a way bigger buyer. If Bitcoin under 70K and uh I mean if we were to go down below 65, I'd be even a bigger buyer. Like I'm just looking at this range basically saying, "Hey, um right now we're somewhere in the middle of it. Uh it's kind of boring, right?

[00:04:46]But we have movement like we we have liftoff in some other places. uh near protocol uh as we mentioned today is uh doing its damn thing. You know, last 24 hours, you guys could see uh what it's done here. Uh it's coming down pretty significantly from popping up there to like uh above 230 today. Um so pretty sharp pullback here on near, but overall, man, I'm I'm going to hold the line on this position for for quite a while. Uh you know, I've been waiting for this breakout for quite a while. we finally got it. Uh I'm in the green now.

[00:05:23]You know, my near protocol uh entry was just sub two. So, uh but but I'm a holder of this thing. I I think this is one of the AI plays, you know, that can certainly catch a bid and and it's going to be narrative driven, momentum driven based on, you know, things from Nvidia and uh but the tech here that Near has like their intense uh it's really solid and I think you know when we look at decentralized AI uh and and if you see that as having a future and fitting into where we're heading here in the AI world, then yeah, I mean Near Protocol alongside BitStens or Tao I think you Those are two names that have been kind of household names for a little while. And then and then you got to look at VVV. Um Venice recently listed on Robin Hood. We're getting a pullback a little bit right now. Um after it hit up above 20. Uh but you know it's looking pretty strong. Um still overall man up 26% on the week. Uh this is a name that you know I I did not get into. I was kind of late to the party but you know possibly waiting for an entry. like this was a really good entry here in the middle of the month.

[00:06:32]This was like a week ago. Uh it was down here 12 bucks. So, we'll see what happens here. I'll be looking to maybe make a re-entry or or my first entry. Uh but I'm not going to chase it right now.

[00:06:41]I'm just kind of watching it. Uh potentially a good short position here.

[00:06:47]Like we're starting to see it come down a little bit. Um but I think I'm going to watch it for a little while before I make uh before I make any like big moves. Uh the Zcash push is still on. I mean, we're getting a big pullback here on Zcash. Um after it got up, you know, pretty high here in the last 24 hours. Uh crossed up over like near 680.

[00:07:11]Um and now, you know, we're back down to 598. This has been a volatile asset, man. But I'm going to ride this Zcash wave for a while. I think there's a lot left here with Zcash. And uh I think I think it's a good potential entry for some folks. who may have missed it on this second runup. Uh you're getting a nice pullback here, but I think Zcash looks really good long term as we head into the beef of this cycle. You know, Hyperlquid Zcash, two plays that I'm all over, uh for sure. I do own some Canton as well, one of these other new kids on the block. If you guys been, you know, listening to the Crypto Breakfast Club, listening to me kind of talk about, you know, where my head's at right now and and where I'm parking some money in the crypto side of things, I'm looking for the newer shiny objects, man. You know, the whole perex narrative has been huge.

[00:07:58]You've got Hyperlid. I still really like Aster in that space. Uh I like Edge quite a bit. You know, Edge has been uh it's been a beast. You know, it's down 10% today, too. Could be a nice entry.

[00:08:11]But you zoom out and you look at where they are since they launched on March 31st. Uh this thing has been a beast. Up 225%.

[00:08:19]Uh absolutely, you know, tearing it up.

[00:08:22]And so, uh, you know, and then we even saw Lighter catch a bid as well. Uh, Lighter caught a bid here, LIIT.

[00:08:32]And, uh, this one's down down a little bit, too, in the last 24 hours. Pulling back pretty aggressively.

[00:08:39]But, uh, I like this play too, you know, with the Perex narrative, etc. Uh, heating up again. Um big retrace here on lighter. So just be maybe watching for a bounce potential, you know, trading trading opportunity here too. But just outside the top 100. I know the chart has been lackluster for a while, but we finally caught a bid. Finally got this thing up and moving and uh got up to 146 and uh getting a big pullback now, but as we head into the weekend. So uh there you go. I mean, people are taking their profits, right? to end the week kind of makes sense. You know, in in the middle of a bare market, you know, people are making some money on some alts. Uh they're going to pull some profits, right? Um I don't think it's a bad idea either. You know, I I I took a little profits on uh on my lighter position that I was in. I took a little profits a little bit of profits off near just from that big runup. And we'll look to uh we'll look to make some other plays as as things progress. I haven't touched Hyperlid or Zcash just because Uh I've got really good positions in those a but also they're they're more high conviction uh plays at the moment for me. Uh more more longer term end of cycle type plays for me with Hyperlid and Zcash. Um especially Hyperlid man, you know, we were acquiring that below $30. Um, yeah, we're getting a big pullback here, you know, on hype uh from from its recent pop up to uh like 62 bucks, but you know, I think this is uh I think this story is far from over, man, with with Hyperlid. And I think there's going to be some really big opportunities still uh in these perpex names. So, that's definitely an area. I mentioned AI, obviously already kind of covered that. Um, and then you got your usual suspects at the top. you know, Bitcoin is still, you know, rock steady. Uh, ETH man is just struggling right now. Uh, really, I mean, it's it's now it's struggling to stay above 2K. We'll see what happens here. Uh, if it funnels back down below that and Salana below 85, you know, these are names that I still like. I think, you know, these are household names now in the market. BNP, XRP, pretty much um, everything that's not a stable coin in the top seven there. Tron and Doge are kind of eh for me. I mean, I know Tron's performance has always been pretty steady. Uh Dogecoin was showing a little bit of strength. Still showing some strength against Bitcoin. Um you know, more recently, but we'll see.

[00:11:12]I mean, that's really, you know, it's a retail name. We got to wait for retail to kind of fully come back and and get excited again. And when they do, I think, you know, Dogecoin is a is a name to watch. Certainly that that's a good indicator that like okay risk on environment is back uh people are making the choice to uh be a little bit more aggressive right so those are some of the things we're watching uh in the crypto space I think one of my high conviction plays you know that hasn't really done too much yet and I think it's going to catch a bit eventually based on all of the narrative around Hyperlid is Aster and so it's essentially like a stable coin at this point and that's fine. Uh I'll just continue to to hang on to it. I I built out a good position around 60 cents and so it's uh it's going to be a longer cycle play for me, maybe even multiple cycle play. I just think eventually it's going to be uh a really big winner alongside Hyperl in the per DEX arena.

[00:12:12]So yeah, we'll see what happens there.

[00:12:15]But um those are some of the things we're looking at and and watching. Um, on the stock side of things, you know, the AI trade, uh, has been, you know, heating back up. Um, I really like what BlackBerry is doing right now.

[00:12:36]Uh, BlackBerry recently signed a deal.

[00:12:39]Yes, it's it's the Blackberry you're thinking of, too. They signed a deal with Nvidia, but but look at this uh look at this weekly chart, man. So, BlackBerry right now is uh kind of in price discovery and uh it's it's really really crushing it actually. So, uh yeah, Blackberry is a name that you cannot uh ignore right now. And then uh you know, another play that uh I like quite a bit is uh Wise Key. This is in the quantum area. You know, Trump just said he was going to invest like $2 billion into the quantum stocks. So that's got uh the quantum whole space kind of fired up and geared up. But I I do think these are spaces to watch. Uh the space race is going to be on here too as we get closer and closer to the uh IPO of SpaceX. So I think that's going to be another area to certainly keep your eye on. These are some of the moonshot plays I like though. You know, um Celestica is a name I've been watching as well. Um, this chart looks phenomenal on the weekly. Little bit of a pullback here, but uh catching a bid slightly today.

[00:13:48]This is a name that I really like. CLS.

[00:13:51]Um, Solaris has been another one that been watching for a while. I' I've been in for a little while, too. So, uh, these are some, you know, some of these AI names, energy names that I really like. You know, there's so many different directions you can go with the AI trade right now. energy memory. Um, some of the, you know, oneoff plays like a Vavi. This is another play I like. You know, getting a little bit of a pullback here, but um, I really like this name long-term via network testing for all the data centers.

[00:14:28]Um, but I mentioned BlackBerry. Another one is, uh, Nokia, man.

[00:14:33]Nokia uh, has been on an absolute tear as well, man. So, uh, they opened up a new innovation, uh, AI networking innovation lab in in, uh, Sunnyvil to test AI data center networking designs.

[00:14:47]Um, they too have, uh, some partnership announcements with Nvidia as well. This stock was, I mean, doing nothing for the longest time, right? And, uh, it's woke up big time. I mean, you got to go back to 2008 is the last time this stock was in this in this range. So, the AI trade is on.

[00:15:08]It's uh opening up a ton of different doors across the board. And uh yeah, man, just super super excited to see what we see out of that. And um there's a lot of names we like here. You know, I just wanted to kind of run through some things I was looking at today and um kind of quickly uh you know, come on here with you guys.

[00:15:28]But um you know if you want some decent exposure to the power and uh the AI play um this a good ETF. Um the Defiance AI and power ETF has been one that I've done really well on this year. Instead of kind of uh putting my usual capital in the S&P 500, I've been putting it into AIPO and uh it's it's done really really well. Um, it's up like 45% year-to date. Uh, so yeah.

[00:16:01]Yeah, 44% year to date, 60% the last three months after a little bit of a pullback in uh in April. So yeah, I mean this thing this thing's been cruising right along. I like this play quite a bit. There's a lot of good names in here. You know, if you look under the hood under AIPO, the ETF, and you see what's in here, GE Vernova, uh, is a beast in the energy side of things.

[00:16:26]Quanta, uh, Vertive, Eton, Bloom Energy is another big name I like. Broadcom, Nvidia, of course, Constellation Energy, AMD is in here. So, you're getting exposure to a lot of the top dogs in the AI and power side of things, both from a chip side and a power infrastructure side. So, I like it quite a bit. um if you believe in this AI trade and uh that you know we're kind of in the early innings of it. So yeah um that's kind of you know where I'm at there on the AI side. But um I just wanted to pop on here quickly guys just do like a quick little live stream just run things down rather than make it a video. It was kind of spurof the moment. But uh if you guys are interested in checking out more of my insights on the stock market and you know the AI trade uh we do have uh investing with Zach on YouTube. This is a channel that I recently uh started up and so uh we're trying to get the name out there a little bit. So if you're interested in that sort of thing, I just put it in the chat there for you. Come on over and uh check us out over there.

[00:17:36]Love to have you guys over there and join us. But um that's kind of what I'm seeing right now. You know, we're definitely cooling off heading into the weekend. Makes a lot of sense. And uh now we kind of, you know, wait and see what the next big catalyst is going to be for us next week. We had Nvidia earnings this week, too, which was big.

[00:17:54]Uh they crushed it. That that definitely uh helped the AI uh push both with stocks, semiconductor, power, and AI crypto plays this week.

[00:18:06]Um, so yeah, that's that's sort of where we are. Uh, I appreciate you guys for popping on. Just a quick little live stream, quick little update for you.

[00:18:15]And, uh, make sure you guys do like the video, subscribe, do all that great stuff. And, uh, yeah, we'll have a bunch of updates throughout the weekend. Uh, appreciate you guys for watching.