$BMNR Its WORST now for RISK ON stocks 2026

Added: 2026-05-24

[00:00:00]BMLR is maybe arguably in one of the most worst situations for [music] risk assets. Yes, many people are asking why BMLR, why Ethereum, why crypto is going down since about like September. And there were there was no way out of that, right? But actually, if you look behind the curtain, then I really see that it's not not that easy, right? Because there's a couple of things that you really need to understand as crypto mine or MicroStrategy investor. And all about this here in this video.

[00:00:34]>> [music] >> Welcome to the game. I'm the wolf of Dubai.

[00:00:37]>> Welcome to a brand new video. If you have no idea who you're watching, I'm having maybe the biggest BMLR show on the whole planet. And I decided to go to BMLR after my huge successes in Tesla, Palantir, Robinhood, and Nvidia because I believe that what the vision is behind BMLR is super super interesting. We obviously like every other investment, and even crypto is much more volatile than the stock market. We're coming across some cross You don't call it cross. I think you call it road bumps, right? So, you come across some road bumps, and we will discuss these road bumps in quite detail, okay? The first one is actually the Fed. The Fed is instrument by the government to really have oversee of the cheap money, okay?

[00:01:25]They decide if money is cheap or not, right? So, I believe that in the end of the day, the Fed is something that will be very very determined if the money gets cheaper. And therefore, people will be more interested in buying risk-on assets, right? However, if you are a more risk-on person, then check out also xandatechain.com, where we trade for you.

[00:01:49]We had a great week. We have a lot of members profiting this week as well, as you can see here. Those are the results of some of the members this week or even some of them are just some daily results. So you can see here if you want us to trade for you all automatically all hands off, then check out xdaytrading.com schedule a call because we are raising in a couple of days. So there's like maybe three or four places left before we make our biggest price increase for our x day trading. So make sure to check it out and let's dive into the first clip because the first clip is everything about the Fed. So let's have a look into that.

[00:02:27]>> Rosner is a former Federal Reserve governor and an economics professor at the University of Chicago. Randy, it's good to see you again. Did you work with Warsh when he was on the Fed?

[00:02:36]I did. We went through our confirmation hearing together.

[00:02:39]Wow. Okay. So you have worked with him through the confirmation hearing. So that was through the 2008 period then and maybe you can speak to I've heard a lot of different takes on what he wanted to do during that time. Critics say he would have hiked or not eased as much and caused a bigger economic problem.

[00:02:57]Proponents say that he acted kind of admirably to keep the financial system going because he understood, you know, the challenges that were potentially we were looking into at that moment. Can you unpack that for us?

[00:03:08]So think back to before the the crisis happened.

[00:03:11]>> [clears throat] >> Oil prices were skyrocketing. They were $150 a barrel. So you know, higher nominal levels than they they even are now or in in the recent recent shocks.

[00:03:21]So there was a lot of apparent inflation pressure, but we were also very concerned about what might happen to the financial system. We realized how fragile it was.

[00:03:31]So it was one of these challenges where you have data that say that inflation is high, but you're worried about what's coming next. And so I think both of us were concerned about the inflation part, but certainly once we saw the the extent of the the crisis, we both worked very hard to to make sure that we just had a great recession rather than a great depression. What do you think he thinks about the inflation situation now?

[00:03:58]Well, obviously he would prefer to have much lower inflation situation coming into this. It's a little bit like when what I was just talking about cuz he's got a challenge that inflation is higher than than would be than anyone would like. Now, the the difference is that rather than seeing a crisis coming, he sees a boom with tech, particularly with with AI, that he he feels gives a little bit more room to run for the Fed to either pause or actually reduce rates in the the current environment. I think he'll be gentle in doing that. One because he won't have the votes around the table and and and Kevin is very much someone who will will sort of drive a consensus rather than be the the outlier who really try to convince his colleagues. Second, he's a long-run strategic thinker. He thinks very much about the long-run strategy for the Fed.

[00:04:48]He thinks about his legacy. And so, certainly he is not going to be someone who is going to say, "Oh, well, this is just a one-off. We can cut interest rates down to to 1% and not worry."

[00:04:58]That's not how he's going to approach things. He's going to worry about inflation expectations. He's going to worry about the impact on the economy.

[00:05:04]And then I think he's going to try to provide the foundation for potentially moving rates down that this is more of a one-off rather than something extended.

[00:05:13]But I don't think he's going to do that at the first meeting. So, as you can see, the Fed is the huge part because if you think like when Bitcoin had its moment or crypto had its moment, right?

[00:05:23]It was when the risk was very, very high, when the money was very, very cheap, right? For that, you know, Kevin Warsh is in a very, very tight spot because the inflation goes higher through the oil of the Trump and Iran situation. But on the other side, he don't want to risk the inflation goes nuts, right? So, he wants to cut the rates, but on the other hand, he doesn't have so much room to do it. He definitely don't want to raise the rates because like that will be like a straight way where the people will you know, don't like the Fed chairman directly from the start.

[00:06:03]But yeah, there's lot of discussion, lot of uncertainty as you can see, right?

[00:06:06]The market doesn't like uncertainty. The second is obviously the Trump situation with Iran and with the spike oil prices.

[00:06:14]And have a look into this pieces where we are currently in the situation between Trump and Iraq. So, while in Sweden for a high stakes NATO summit, Secretary of State Marco Rubio said that the United States has made quote slight progress in Iran peace talks. But it is also warning that the United States and its allies may need a plan B if Iran refuses to reopen the Strait of Hormuz.

[00:06:37]Take a look.

[00:06:39]But I can tell you that what I hope there is. This is what I hope for and this is the point I made is we all would love to see an agreement with Iran in which the straits are open and they abandon their nuclear ambitions and so forth.

[00:06:50]Uh their nuclear weapons ambitions.

[00:06:52]That's what we would all hope for and that's what we're going to continue to work on and that's what work is ongoing even as I speak to you now in that regard. But we also have to have a plan B and plan B is what if Iran refuses to open the straits? What if Iran decides we refuse to open the straits, we're going to own the straits and we're going to charge tolls for it. Okay, at that point something has to be done about it.

[00:07:12]And I would argue that there are countries represented here today that are more deeply impacted by this than even the United States is. So, all I'm saying and I've said and I think this has been reiterated by others, there are other countries that agree with me on this is that we have to start thinking about what do we do if a few weeks from now Iran decides we don't care, we're going to keep the straits closed, we're going to sink any ship that doesn't listen to us or doesn't pay us. Then someone's going to have to do something about it. Okay, they're not just going to voluntarily reopen the straits in that scenario.

[00:07:41]Hear now the weigh in Tennessee Senator Marsha Blackburn. Senator, thanks so much for joining hand it in night.

[00:07:47]Um it's interesting what the president is doing right now. He is keeping the diplomatic option open, but he's also signaling not only to Iran but the world that he wants to be close to the situation room. I mean, he's the president of the United States. They can make a situation room and skiff anywhere in the world for him to travel. But he wants them to know that he's ready at a moment's time. What do you predict?

[00:08:16]What I think we have to realize is President Trump always negotiates from a position of strength and likewise his team led by Secretary Rubio and Vice President Vance and Steve Witkoff and Jared Kushner are not giving up. They are determined that they are going to make certain that the strait is open, that Iran never has a nuclear weapon.

[00:08:41]And bear in mind for 10 years President Donald Trump has been saying Iran cannot have a nuclear weapon. So indeed they are working to get that done. We cannot have a toll system in the Strait of Hormuz. Think the message that would send to China, to Russia, to others that would say, "Hey, maybe we want to start doing that." And so the president is right. He is focused on this. He is staying in DC and close to that situation room so that he can assemble his team and take an action as quickly as it is needed. So as you can see, it's not that easy to navigate that. Risk on asset likes blue sky scenarios where you say, "Okay, you know, there's nothing going on, no war, no inflation, money getting cheaper. We want to own everything what is risk on." But currently in over the last 6 7 months, it's not the case, right? There's a lot of uncertainty. There's even the midterm election coming up. Then we had the Trump war and everything escalated quite well and the market had like a small drop and then, you know, the AI stocks just you know, catapulted because people want to be in this technology. Then you have a lot of layoffs because of the technology. So, people are losing their jobs and those are engineers at Facebook and other companies. And then suddenly, you know, the where is the buying power?

[00:10:11]There you know, everybody is employed and want to invest their money. Now they want to save their money. So, I think that this situation is so bad for risk on assets, but now is also the best part to invest. When I invested into Tesla, I had the headlines that the company goes bankrupt. When I invested into Nvidia, you know, some of the headlines was that it's way too overvalued and it will never work and it's not scalable. It's just graphic processors and so on. When I invested into HODL, you know, it was like, "Hey, they will never get like so big like a bank could ever be, right?

[00:10:45]There's no market and they will have a lot of regulations, right?" So, as you can see, there's always a little bit of, yeah, bad news before it goes really really higher. And we usually get bottoms at bad news. So, maybe we get a couple of bad news after each other. Bitcoin goes to 15 and then it goes to, let's say, $100, right?

[00:11:10]So, those are the opportunities there are in the market. Let me know what you think is the most probable and how you holding on. Make sure to check out also extend day trading dot com. Beside you want to average down and hold long term your Bitcoin, you can also trade with us all automatically and I see you tomorrow for a brand new video because the grass is greener always on the other side.