The video presents a macro thesis that capital rotation from artificial intelligence to cryptocurrency will drive the next bull market, with the current market correction serving as a buy zone opportunity. The speaker explains that ongoing AI layoffs, political debates over AI taxation, and increasing government intervention in AI companies will accelerate capital flight toward self-custody solutions like Bitcoin and Zcash. This thesis suggests that despite temporary bearish market conditions, the long-term trend favors crypto as capital seeks protection from centralized systems.
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Deep Dive
BITCOIN: I AM SCARED (and bullish for Q4)Added:
Oh yes guys, welcome back. Urgent urgent urgent update for Bitcoin as we are going lower. We're going below the previous yearly low right here at 74K approximately. Now we broke below it.
We're going to 73. We even went to 72.8 or something like that. Something very important to note is that this development is significant because the last yearly low was very big resistance in the last few months as you can see right here. And for now at least, we are testing it. And uh for now at least, we're going lower. I mean, let's see how the week closes. We're looking at the weekly chart. The week has to close.
Should the week close below the 2025 low, it's a sign that we're likely going into the buy zone, guys. This is important. We are likely going into the sweet sweet buy zone that we have been expecting ever since October 8th. I mean, we became riskoff on October 8th.
We drew the buy zone based on the 200 week moving average which is by the way going up. So the buy zone has also been moving up slightly with it because as you remember here back in October uh the buy zone was based on the 55k 200E moving average. Now the same moving average is 62K. So we have been moving up a bit but we are very likely should we break down like it really closed the week below 74. The revisit of the 200E moving average is very very likely and that will be a good buy zone overall and in many cases Bitcoin also goes below the 200WE moving average. Now some people will be saying but Ivan Trump said something that's why we dump. It's not because of his bare trend. It's because Trump said something but guys as you know what Trump says doesn't really matter like it doesn't because stock market has been pumping like there's no tomorrow. No matter what Iran does, no matter what happens there in the stock market does not care. Alltime high after alltime high, alltime high after alltime high. You see S&P 500 alltime high after alltime high. Actually, today is going to open even higher if you look at the futures. They're even higher. Looking at um NASDAQ, NASDAQ moving higher and higher. Today is going to open around alltime high. So, not even falling too much with the recent Iran. What's happening? I don't even know what's happening because it doesn't really matter. We look at the price and the price is actually guiding us. In the bull market, none of this like irran stuff would matter. And now in the bare as soon as you have a bit of irran, a bit of irran here or there, we dump we dump very very fast. So all no, keep keep following the plan. The plan is fantastic. But here is the bullish news.
Here's the bullish side of the story, guys. Later this year, we're likely to find a bottom. Should we go into the buy zone that we are expecting, I want everyone to become super bullish. Should we go into the buy zone, you have to be extremely bullish because we have now a very nice thesis forming for the next bull market. And I really want to ensure you understand that we have a very nice thesis forming for the bull market that's likely to start later this year and then continue for 2027 until the middle or the end of uh uh 2028. And that is all about the rotation of capital from AI into crypto. Pay attention to this. Remember it. Remember it. And this is something that I think Arthur Hayes also discussed. You know that during the last uh weeks we are discussing layoffs due to AI on a daily basis. Every day there is AI layoff. I think Cloudflare was yesterday. Then we had Meta. We had Coinbase. We had Robin.
Just Google AI layoff. You're going to see endless. Every day there's AI layoff. This will become a big political topic in the next election. already now with the midterms. Already now with the midterms that are later this year, but then also after midterms, you have the presidential race starting more or less.
2027 will be all about who is the Democratic nominee, who is the Republican nominee, what's going to happen, what kind of policies they're going to have, and so on so forth. And of course, AI will be a key topic. How much should AI companies pay in tax? How much money should be redistributed from all of these AI companies? AI genius, golden boys, they think that they own the society. There's going to be such a crazy push against AI and this is not priced in. All of these taxes that will be imposed on AI in the coming years, they're not priced in into this AI stocks. They're not priced in into the AI semiconductors and so on so forth. So all of this will mean that the state will get bigger. more people will be asking for protection from the state which means that the capital flow the rush away from socialism I mean you can many people debate the naming don't debate the naming like don't don't worry about the naming if you don't like socialism just now think about more government people will run away from people with money who have money will run away from more government to self custody Bitcoin Zcash near other privacy tech it's going to happen on a big scale because AI will just accelerate this u this uh conflict this conflict with people that have capital own AI and those that don't and this conflict is just going to get bigger bigger and bigger I don't think we really understand how this will play out over the coming decades it's very hard to understand kind of like the industrial revolution it was hard to understand that that would lead to communism and capitalism in the last century how AI will shape this century who the hell knows but Bitcoin privacy, self custodasy is the solution if you have money, if you have money, if you have capital. So, uh moving away from AI into crypto is going to be a big theme, guys.
Crypto will come back bigger than ever.
I know it doesn't feel like that and still, you know, we we also expect it to go a bit lower here into the buy zone, but don't get confused with temporary bare market. All bare markets on temporary. Uh we said in October it's going to be a year. It's already May.
It's already June. In two days, it's June. Then it's boop boop boop. It's another October. Boom. Q4 bam bottom liftoff. It's very soon. It happens very soon. Most people cannot control their emotions. Most people call the bottom here. I think it's too early. It's They got so excited here, man. It was so funny. But it's too early, man. It's too early. Got to You got to have a steady hand. You got to have a clear, steady hand. You need to have a clear, steady strategy. You're watching this channel.
You have that. Hope you enjoy. Smash the like. Subscribe. See you all very soon.
Bye-bye.
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