August 7, 2025 • 20 mins
We’re in the 6th wave of a 50-year tech cycle. Bitcoin, AI, and the markets are moving in lockstep—and there’s a playbook if you know the 4 phases. I’ll break it down live next week. Don’t miss it. ▶️ https://go.1markmoss.com/qwave-webina... _______________ Institutions have poured over $85b into Bitcoin so far in 2025, and BlackRock alone moved $4 billion in two weeks. But it wasn't into Ethereum, Solana, XRP, or any altcoin you've heard of.They're buying something completely different - real companies with real revenue that are outperforming Bitcoin by 300, 500 and even 1000%. And most retail investors don't even know this asset class exists.
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Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
While retail investors are chasing mean coins, institutional money has
quietly exited crypto entirely. What they're buying instead is delivering
way bigger returns. Institutions have poured over eighty five billion
into bitcoin so far.
Speaker 2 (00:14):
Just in twenty twenty five. Black Rock alone moved four billion.
Speaker 1 (00:18):
In two weeks. But it wasn't into Ethereum. It wasn't
Salona or XRP or any coin that you've ever heard of.
They're buying something completely different. We're talking about real companies
with real revenues that are outperforming bitcoin by three hundred,
five hundred and even one thousand percent, and most retail
investors don't even know.
Speaker 2 (00:37):
This asset class exists. I'm Mark Moss.
Speaker 1 (00:40):
I've been building in selling tech companies since the dot
com boom. I've been using the power of cycles to
drive my investing thesis. And today I'm a partner of
a leading bitcoin venture fund, and I advise companies building
the future of finance on bitcoin.
Speaker 2 (00:53):
And so we have a front row seat into these
new companies. And in this video, I'm going to show
you exactly what we're seeing.
Speaker 1 (01:02):
All right, I got a big video plan for you,
and really this might be one of the most important
videos that you're gonna watch. If you're investing money, if
you want your money to grow, then this video is
going to be for you.
Speaker 2 (01:13):
But I'm warning you.
Speaker 1 (01:14):
Okay, we're going to talk about big institutional money making
massive returns, how you can do the exact same thing.
I'm gonna show you the formula, but I'm warning you
you may not like it. You might not like it,
you might not believe it. You might have a closed
mind that might prevent you from actually seeing this. But
I'm going to break down the data. Okay, so watch
this with an open mind. I'm going to show you
(01:36):
the data, and then you can decide if you want
to follow this and make a lot of money or not.
Speaker 2 (01:39):
Okay, sound good.
Speaker 1 (01:40):
The first thing we're going to talk about is the
big rotation out of alt coins. I know this is
going to hit a source object for a lot of
you guys, but I've been talking about since twenty twenty
two that there is no all season coming now. All
season is specifically typically it's referred to the top one
hundred and fifty all coins moving up in dominance against
bitcoin collectively. Of course, there's I think there's sixteen million
(02:01):
listen on coin marketing gap. Of course, some of them
are gonna pump, of course, but we're talking about alt
season and right now what we're seeing is this alt
coin graveyard specifically, and we're talking about the big money.
Speaker 2 (02:11):
Bear with me here, Okay.
Speaker 1 (02:12):
Now, over the last six years, we've seen this transition.
Like I said, I talked about a couple of years ago.
Some people are still like, but Mark, it's gonna happen.
I'm like, it's been two and a half years. So
let's take a look at a couple of things.
Speaker 2 (02:24):
Now.
Speaker 1 (02:24):
The first thing I want to show you is, let's
zoom out, and let's zoom out about five years. Okay,
we're gonna use this timeframe during the last five years.
This is a chart of bitcoin priced in US dollars.
It's up one five hundred and fifty four percent. So
if you would have bought it here in twenty eighteen
and held it this whole time, you would have made
(02:46):
one five hundred and fifty four percent. And of course
it went up and down and up and down, way
up and down, way up and down, up and down,
and it's volatile ride. But it's obviously as you can
see as trended it up. Okay, let's establish that first. Now,
what are we talking about, Well, we're talking about let's
look at some.
Speaker 2 (03:02):
Of the other things.
Speaker 1 (03:03):
Now, the King of alts, the one that everybody's watching
right now for all season. If Etherium moves, then all
season is back. We can see from its previous all
time high right here, it's currently down forty nine percent,
about half of what it was as previous. Of course,
Bitcoin is making new all time highs continually, and here
ethereum is is down nine percent.
Speaker 2 (03:26):
Priced in US dollars. Understand that.
Speaker 1 (03:28):
Okay, we're going to come back to that priced in
US dollars. Now, let's take a look at another chart.
If we look at ethereum not priced in US dollars,
but instead priced in bitcoin, we see something completely different.
Speaker 2 (03:41):
Okay, this is where you have to have an open mind.
Speaker 1 (03:43):
If we look at ethereum priced in bitcoin, it's a
completely different chart. We can see that ethereum made a
new all time high here priced in bitcoin, back in
twenty eighteen, and we can see that it's never reclaimed
it's all time high.
Speaker 2 (03:57):
As a matter of fact, it's pretty much just.
Speaker 1 (03:59):
Continue to downward trend and it's down eighty four percent
from its all time high made in twenty eighteen.
Speaker 2 (04:06):
That's where we look at that period. Okay. What this
tells us is it's sort of like a pump and
then a dump.
Speaker 1 (04:12):
It never is able to reclaim back it's previous all
time high. Okay, this is the king of alts. This
is what everybody's waiting for. This to move, so everything
else moves. Let's look at another one. You guys are
gonna hate me for this one, but let's just take
a look and you can look at the chart, you
can look at the data, and you can decide what
you think. Okay, Here we have XRP XRP in the
same timeframe. This is the same six year timeframe. What
(04:35):
we see is that priced in US dollars, XRP.
Speaker 2 (04:38):
Made an all time high.
Speaker 1 (04:40):
It was about three dollars and twenty five cents or
so back in twenty eighteen.
Speaker 2 (04:45):
Then it's sold off, okay, and it's pumped, and it's pumped,
and it's pumped. It did a big pump, pump, dump, pump, dumb,
and then now it's up.
Speaker 1 (04:53):
Currently it's sitting about two dollars. Okay, so currently from
its all time high. It's down thirty four percent off
of it's high. Remember, bitcoin continues to make new all
time highs, but priced in US dollars worth thirty five
cent off of its high.
Speaker 2 (05:08):
But if we look.
Speaker 1 (05:09):
At it another way, so we can start to understand this.
Look at it priced in bitcoin. Now you see a
completely different thing. What does this look like now twenty eighteen,
we made the high, it crashed, pumped, dumped.
Speaker 2 (05:23):
Pump, pump, pump, pump, pump, pump, pump.
Speaker 1 (05:27):
Pump, And this right here is just one more pump
from its all time high. We're currently down ninety percent. Now,
before you get mad, this is the data.
Speaker 2 (05:37):
But I'm going to show you where the real money
is being made.
Speaker 1 (05:39):
Okay, So if you want to make money, I'm going
to show you that, But first you have to understand
what's happening. I'm going to tell you why this is
happening in a second. But you see what we're talking
about here, Okay. Now, the reason why alts are dead
is because of the nature of cycles. About every fifty
years we have a new technological revolution, and each fifty
year cycle follows four distinct phases. They're very predictable, and
(06:03):
they give us a different blueprint for investing. Now, that
is why all all coins are dead, because we've gone on.
But specifically, we've gone from phase one to phase two.
Speaker 2 (06:14):
Now.
Speaker 1 (06:14):
In phase one, the first part of the cycle, it's
about a ten year period, ten to twelve beers.
Speaker 2 (06:19):
It is a.
Speaker 1 (06:20):
Retail driven adoption or eruption. So this means the technology
was just invented. There's a lot of excitement about it,
a lot of people want to get involved, there's a
lot of speculation going on. And we made a lot
of money back then, right, anybody been in that long,
We've made a lot of money.
Speaker 2 (06:34):
But this was driven by retail.
Speaker 1 (06:36):
Right, This was before the governments got in, before the
Wall Street got in, before the institutions got in. It
was retail and we the people the retail we had,
you know, one thousand dollars to throw in five thousands.
Some people were throwing hundreds of thousands of dollars in
and these coins were taking off very small market caps.
But in phase two we go from what's called the
(06:57):
retail eruption phase to what's called the frenzy phase. Now,
the frenzy phase is represented by institutional and sovereign demand.
So instead of individuals throwing in thousands or tens of
thousands or hundred thousand of dollars, we now have institutions
that are coming in with billions of dollars, tens of
billions of dollars.
Speaker 2 (07:17):
And so the market completely changes.
Speaker 1 (07:19):
Now we can see this pretty simply if we look
at some other charts of data. So, for example, what
is more profitable crypto or bitcoin? So in twenty twenty five,
buying bitcoin is more likely profitable. However, from twenty seventeen
to twenty nineteen, investing in crypto was more profitable.
Speaker 2 (07:36):
It was the answers change, so it was.
Speaker 1 (07:39):
More profitable than investing in bitcoin on average. Okay, but
today this is no longer the case. According to data
gathered by e Toro talk to them, approximately ninety percent
of crypto.
Speaker 2 (07:53):
Traders lose money.
Speaker 1 (07:55):
That's because crypto traders are playing in phase one strategy
while we're currently in phase two. I'm gonna show you this,
and i'm gonna show you what the strategy is moving forward.
Now we can see this again on another chart here,
which kind of illustrates it. So what we have here
in the goldline is bitcoin and the black line is cryptocurrency,
and you can see how Bitcoin has completely distanced itself.
(08:17):
And the reason why again is because cryptocurrency has thousands
and tens of thousands and one hundred thousand dollars going
into it, and over here we have hundreds of billions
going into.
Speaker 2 (08:29):
It, and so it's just a completely different market.
Speaker 1 (08:31):
And the reason why is again because as we go
through these phases, we have to have a different strategy.
Now I'm going to break this down in greater detail,
what the fifty years years, what the four phases are.
It's a big thesis, more than I can cover in
this video. If you want to sit down for the
whole thesis and do live Q and A so I
can explain this to you, I'll put a link down below.
It's free if you want to come hang out. I
(08:51):
love talking about cycles, so I'm gonna break the whole
thing down. Check out the link down below, register for free.
But let me go ahead and just keep explaining to.
Speaker 2 (08:58):
You what we're talking about.
Speaker 1 (09:00):
In this fifty year quantum wave cycle that we're talking
about again, we have these four phases and we can
look back to the last fifty year cycle. They started
in nineteen seventy one with the birth of the microprocessor,
which brought us personal computers, telecommunications, and the Internet. Now,
let me show you sort of how this worked through
the four phases real quickly. This is a chart of
(09:23):
what these four phases are. You can see we're on
our sixth time that it's happened, and each time this happens,
there's again these four distinct phases. The eruption phase, the
frenzy phase, the synergy phase.
Speaker 2 (09:38):
And the deployment phase.
Speaker 1 (09:40):
Now we're going to have to change our investing style,
our strategy or thesis each time we moved through one
of these. But let me give you an example. So
let's go back again to nineteen seventy one. We had
the birth of the microprocessor. So when we're looking at Apple,
we can see that there was two distinct phases, phase
one and phase two. In phase one, applet went up
(10:01):
one point four million, nine hundred and thirty three percent
one point four million percent. And most people they sat
on the sidelines. They watched that and they said, oh,
I missed out. Apple's too expensive. Now, why didn't I
invest earlier? I always miss out on these I should
have bought sooner. Oh, well, I'll go find something else.
(10:21):
But that's because they didn't understand that there's not one phase,
but there's two phases. In phase two, Apple went up
another one hundred and fifty one thousand percent. They sat
on the sideline and watched that entire boom happen. We
saw the same thing happen with Microsoft. Microsoft in phase
one went up fifty seven thousand percent, not times a percent,
(10:45):
fifty seven thousand percent, and everybody thought, oh, now it's
too expensive.
Speaker 2 (10:49):
I missed out. I wish I would have got it sooner.
I guess we'll go find something else.
Speaker 1 (10:53):
And then it went on to do another one point
six million percent return. So if they would have understood
that there's these four different phases in these cycles, they
would have understood that they should have pivoted their strategy
and they could have benefited from that. But we have
that benefit right now today. Now what we can see
is the institutions are changes. We went from retail to institutional.
(11:17):
We can see that there's eighty five billion dollars flowing
into the market right now.
Speaker 2 (11:22):
This is the institutional money.
Speaker 1 (11:24):
So for example, Blackrock has the largest bitcoin ETF in
just the last fourteen days alone, four billion dollars has
come in just to bitcoin, four billion dollars. We have
eighty five billion dollars that have come into bitcoin just
bitcoin year to date. We can see this is pension
(11:45):
funds that have billions of dollars of allocations. This is
sovereign wealth funds. These are nations that are bringing money in.
We have giant corporations that are bringing money in.
Speaker 2 (11:54):
We have all these.
Speaker 1 (11:55):
ETFs like the Blackrock ETFs coming in and they're all
bringing money into bitcoin. Why is that, Well, they want
to deploy billions of dollars and there's only really one
asset that's going to be able to hold billions of dollars.
For example, if you look at the entire cryptocurrency market cap,
there's about sixteen million of them listed on coin market
cap today in the top ten. There's only a few
(12:17):
of them that trade more than a billion dollars per day.
Speaker 2 (12:20):
So if you want to deploy a billion dollars, how
do you do that?
Speaker 1 (12:23):
You can't deploy a billion dollars and do shibu enu
or whatever it is. So we have black Rock here
four billion dollars in just ten days.
Speaker 2 (12:33):
They're trying to deploy in. We can see right here.
Speaker 1 (12:38):
Eighty five billion dollars, doubling the amount of money they're
putting in per year.
Speaker 2 (12:44):
We can see right here.
Speaker 1 (12:46):
They're pushing a cumutive inflows into bitcoin to forty four
point three billion dollars. And again, the top ten cryptocurrencies
can't even accept that type of money, much less the
other whatever fifteen sixteen million that there are. So we
understand that the market has changed. We went from retail
to now sovereign. Now the new asset class that's popped
(13:07):
up is the micro Strategy blueprint.
Speaker 2 (13:09):
All right, this is changing everything. That's the most exciting
part of.
Speaker 1 (13:12):
The market right now. So micro Strategy was a company.
It was a software company by Michael Saylor. I've talked
about them many times. Of course you know about them
by now. But what they did is they started a
bitcoin strategy and they went and changed their name from micro.
Speaker 2 (13:25):
Strategy to Strategy.
Speaker 1 (13:27):
And now they're teaching that same strategy to all other companies.
Now they have grown their bitcoin holdings. Right here, it
says five hundred and seventy six thousand. As a matter
of fact, now it's over five hundred and eighty thousand.
It's going up so fast we can't even keep up
five hundred and eighty thousand bitcoin as of May twenty six,
and they continue to raise billions of dollars to continue
(13:48):
to put into more bitcoin. And now they're taking that
strategy and teaching all.
Speaker 2 (13:52):
The other companies how to do that.
Speaker 1 (13:54):
Now, what's interesting about micro Strategy doing this is it's
beating bitcoin itself. So we looked at the alt coins ethereum, XRP,
the giants and how they're actually losing money to bitcoin.
Micro Strategy not priced in US dollars, but priced in
bitcoin is actually up two hundred and seventy eight percent
(14:16):
since it adopted its bitcoin treasury strategy. It's up almost
three times over bitcoin, and Bitcoin's up what do we say,
fifteen hundred percent, so it's up above that. So the
key insight is that they're not just buying bitcoin. What
they're doing is they became a bitcoin company. They learned
how to leverage the debt and equity markets to lever
(14:36):
up the bitcoin, which is why they get that additional yield.
Speaker 2 (14:40):
And there's a lot of companies doing this.
Speaker 1 (14:41):
Now we can see that another company right here, a
company called Metaplanet, has now followed their lead and they're
getting even better results. As a matter of fact, Metaplanet,
when priced in bitcoin, not US dollars, is beating bitcoin
by six hundred and seventy seven percent above bitcoin. That's
like whatpto currency used to do. That's what ethereum and
(15:03):
XRP used to do, but now it's happening to bitcoin.
Publicly traded companies. Okay, why publicly traded companies, It's because
they need institutional companies need real institutional plays. What we
can see is this is mining companies are doing this.
Tech companies are doing this. Service providing companies are doing this.
Startups are doing this, and this is really creating what
(15:23):
we're calling a bitcoin treasury strategy revolution.
Speaker 2 (15:27):
All right.
Speaker 1 (15:27):
Now, I sort of call these like bitcoin derivatives because
I'm not buying bitcoin directly.
Speaker 2 (15:33):
I'm buying a derivative of bitcoin.
Speaker 1 (15:35):
I'm buying a public company that's a proxy that's supported
by bitcoin. Okay, but they are real companies, registered with
the SEC, listed on the NASDAC, with real revenue and
with real returns. All right, So these companies are publicly traded,
they're built on the bitcoin ecosystem. They're building either on
(15:55):
and around the bitcoin ecosystem. They're holding bitcoin as their
treasure asset, meaning they're trying to beat bitcoin specifically, and
these are ones that have strategic focus. Now the critical
distinction is again, these aren't crypto projects. These are publicly
listed NASDAC plays all right.
Speaker 2 (16:13):
Now.
Speaker 1 (16:14):
The reason why is because institutions, if you're a sovereign
wealth fund or you're a pension fund, you happen to need, like,
you know, audited financials, you need public trading, you need
real revenues, You need the company to follow like regulatory compliance.
And so if you're going to deploy billions of dollars,
they must follow these things. They must be real companies.
(16:35):
And that's why we're seeing that with cryptocurrency. What we
had was white papers from who knows who. Now we
have public company disclosures. We used to have no revenue.
Now we have audited financials and real revenue. Again, we
have real companies doing real things.
Speaker 2 (16:52):
All right.
Speaker 1 (16:53):
Now, let's talk about the performance of these and where
this is all going. So what we're seeing is a
complete explosion of performance. These bitcoin derivative companies, these bitcoin
treasury strategy companies, are completely crushing traditional markets, alt coin markets,
traditional markets and even bitcoin itself.
Speaker 2 (17:12):
Let's take a look at this.
Speaker 1 (17:13):
So if we look at the Nasdaq, this is not
since twenty teen, this is just the Nasdaq year to date.
Speaker 2 (17:18):
What we can see is that the Nasdaq is basically flat.
We had a big dip.
Speaker 1 (17:22):
Donald Trump's tariff scared the market, and now we're basically flat.
So Nasdaq hasn't really made any money trad fi. We
can look again. Here's the S and P five hundred,
same thing. Here's the beginning of the year. We had
the big tariff scare. We're back to about even. We've
made no money in Nasdaq. We've made no money in
the S and P five hundred. Let's look at ethereum
not since it's all time high. Let's just look at
(17:43):
it in the.
Speaker 2 (17:43):
Same period year to date.
Speaker 1 (17:45):
So since January of this year, we're down thirty two
percent when all season right.
Speaker 2 (17:51):
We can look at another one.
Speaker 1 (17:52):
We can see here this is a bitcoin treasury strategy company. Okay,
not priced in US do but priced in bitcoin. We
can see this is up one thousand, three hundred and
thirty seven percent in the same period. This is what
we're talking about. We're talking about crazy returns. Here's another one.
(18:13):
You've heard me talk about this one before, mattat or
it's a little company out of Canada.
Speaker 2 (18:16):
We can see this one's.
Speaker 1 (18:17):
Up three hundred and thirty seven percent in the same
time period against bitcoin.
Speaker 2 (18:24):
We're talking about real money. We're talking about real, big moves.
Speaker 1 (18:28):
Public companies, public disclosure companies with real revenues.
Speaker 2 (18:32):
Okay, so where is this going. Well, we can see the.
Speaker 1 (18:35):
Migration is happening, right, we can understand there's different phases
to the cycle. We can see the institutions are here
to play. But how big are these institutions and how
much money will they bring? Well, we don't know exactly,
but we can sort of take a look. So the
first thing we can look at is these public companies,
for example, they have to file and they have to
project out what they're expecting to do. So we can
(18:57):
look at some of the big ones like micro Strategy
or Metaplane, Similar Scientific, or Nakamoto or CDP, and we
can see what they've announced as far as how much
money they've raised and how much money they expect to deploy.
Speaker 2 (19:08):
And what we can see right here is like here
micro Strategy raise.
Speaker 1 (19:11):
Ten billion, Metaplanet raise five billion, a Semilar has five
hundred million available, NAKA has seven hundred million, CP has
four hundred and fifty eight million. All of that is
getting ready to be deployed into bitcoin. On top of that,
we have the ETFs all right, so we can see how.
Speaker 2 (19:28):
Much of those are bringing in as well.
Speaker 1 (19:30):
We can see that the bitcoin ETFs are on track
to attract between fifty five to one hundred and twenty
billion dollars in new inflows in twenty twenty five alone.
So we're talking about one hundred and twenty billion here.
We're talking about hundreds of millions and ten billions of
dollars here, again all coming into bitcoin, and specifically it's
(19:52):
going into these Bitcoin treasury strategy companies.
Speaker 2 (19:56):
This is the new market cap, this is the new
all coin. This is the rotation.
Speaker 1 (20:00):
And if you want to understand how to get wealthy,
you have to understand how money rotates from one ask
to the next, and this is exactly where it's going.
If you want to understand, there's a whole new set
of metrics, how do we even evaluate these things?
Speaker 2 (20:12):
How do we measure them?
Speaker 1 (20:13):
Those terms like bps and torque and bitcoin yield and
all these new strategies. If you want to learn all
about that and how to evaluate and find these companies
on your own.
Speaker 2 (20:23):
Check it out.
Speaker 1 (20:23):
I'll put a link down below. Come hang out with
me next week. I'll do a whole live presentation. I'll
break the whole thing down for you, and then.
Speaker 2 (20:29):
We'll do live to you and it.
Speaker 1 (20:30):
We'll hang out, we'll have fun, We'll answer all your
questions live, because I do not want you to miss
what's going on, So check out the link.
Speaker 2 (20:35):
Come hang out with me live for free.
Speaker 1 (20:37):
Otherwise, if you want to know where Bitcoin's price is
going by twenty thirty, forty and fifty, you might want
to watch this video right here,
While retail investors are chasing mean coins, institutional money has
quietly exited crypto entirely. What they're buying instead is delivering
way bigger returns. Institutions have poured over eighty five billion
into bitcoin so far.
Speaker 2 (00:14):
Just in twenty twenty five. Black Rock alone moved four billion.
Speaker 1 (00:18):
In two weeks. But it wasn't into Ethereum. It wasn't
Salona or XRP or any coin that you've ever heard of.
They're buying something completely different. We're talking about real companies
with real revenues that are outperforming bitcoin by three hundred,
five hundred and even one thousand percent, and most retail
investors don't even know.
Speaker 2 (00:37):
This asset class exists. I'm Mark Moss.
Speaker 1 (00:40):
I've been building in selling tech companies since the dot
com boom. I've been using the power of cycles to
drive my investing thesis. And today I'm a partner of
a leading bitcoin venture fund, and I advise companies building
the future of finance on bitcoin.
Speaker 2 (00:53):
And so we have a front row seat into these
new companies. And in this video, I'm going to show
you exactly what we're seeing.
Speaker 1 (01:02):
All right, I got a big video plan for you,
and really this might be one of the most important
videos that you're gonna watch. If you're investing money, if
you want your money to grow, then this video is
going to be for you.
Speaker 2 (01:13):
But I'm warning you.
Speaker 1 (01:14):
Okay, we're going to talk about big institutional money making
massive returns, how you can do the exact same thing.
I'm gonna show you the formula, but I'm warning you
you may not like it. You might not like it,
you might not believe it. You might have a closed
mind that might prevent you from actually seeing this. But
I'm going to break down the data. Okay, so watch
this with an open mind. I'm going to show you
(01:36):
the data, and then you can decide if you want
to follow this and make a lot of money or not.
Speaker 2 (01:39):
Okay, sound good.
Speaker 1 (01:40):
The first thing we're going to talk about is the
big rotation out of alt coins. I know this is
going to hit a source object for a lot of
you guys, but I've been talking about since twenty twenty
two that there is no all season coming now. All
season is specifically typically it's referred to the top one
hundred and fifty all coins moving up in dominance against
bitcoin collectively. Of course, there's I think there's sixteen million
(02:01):
listen on coin marketing gap. Of course, some of them
are gonna pump, of course, but we're talking about alt
season and right now what we're seeing is this alt
coin graveyard specifically, and we're talking about the big money.
Speaker 2 (02:11):
Bear with me here, Okay.
Speaker 1 (02:12):
Now, over the last six years, we've seen this transition.
Like I said, I talked about a couple of years ago.
Some people are still like, but Mark, it's gonna happen.
I'm like, it's been two and a half years. So
let's take a look at a couple of things.
Speaker 2 (02:24):
Now.
Speaker 1 (02:24):
The first thing I want to show you is, let's
zoom out, and let's zoom out about five years. Okay,
we're gonna use this timeframe during the last five years.
This is a chart of bitcoin priced in US dollars.
It's up one five hundred and fifty four percent. So
if you would have bought it here in twenty eighteen
and held it this whole time, you would have made
(02:46):
one five hundred and fifty four percent. And of course
it went up and down and up and down, way
up and down, way up and down, up and down,
and it's volatile ride. But it's obviously as you can
see as trended it up. Okay, let's establish that first. Now,
what are we talking about, Well, we're talking about let's
look at some.
Speaker 2 (03:02):
Of the other things.
Speaker 1 (03:03):
Now, the King of alts, the one that everybody's watching
right now for all season. If Etherium moves, then all
season is back. We can see from its previous all
time high right here, it's currently down forty nine percent,
about half of what it was as previous. Of course,
Bitcoin is making new all time highs continually, and here
ethereum is is down nine percent.
Speaker 2 (03:26):
Priced in US dollars. Understand that.
Speaker 1 (03:28):
Okay, we're going to come back to that priced in
US dollars. Now, let's take a look at another chart.
If we look at ethereum not priced in US dollars,
but instead priced in bitcoin, we see something completely different.
Speaker 2 (03:41):
Okay, this is where you have to have an open mind.
Speaker 1 (03:43):
If we look at ethereum priced in bitcoin, it's a
completely different chart. We can see that ethereum made a
new all time high here priced in bitcoin, back in
twenty eighteen, and we can see that it's never reclaimed
it's all time high.
Speaker 2 (03:57):
As a matter of fact, it's pretty much just.
Speaker 1 (03:59):
Continue to downward trend and it's down eighty four percent
from its all time high made in twenty eighteen.
Speaker 2 (04:06):
That's where we look at that period. Okay. What this
tells us is it's sort of like a pump and
then a dump.
Speaker 1 (04:12):
It never is able to reclaim back it's previous all
time high. Okay, this is the king of alts. This
is what everybody's waiting for. This to move, so everything
else moves. Let's look at another one. You guys are
gonna hate me for this one, but let's just take
a look and you can look at the chart, you
can look at the data, and you can decide what
you think. Okay, Here we have XRP XRP in the
same timeframe. This is the same six year timeframe. What
(04:35):
we see is that priced in US dollars, XRP.
Speaker 2 (04:38):
Made an all time high.
Speaker 1 (04:40):
It was about three dollars and twenty five cents or
so back in twenty eighteen.
Speaker 2 (04:45):
Then it's sold off, okay, and it's pumped, and it's pumped,
and it's pumped. It did a big pump, pump, dump, pump, dumb,
and then now it's up.
Speaker 1 (04:53):
Currently it's sitting about two dollars. Okay, so currently from
its all time high. It's down thirty four percent off
of it's high. Remember, bitcoin continues to make new all
time highs, but priced in US dollars worth thirty five
cent off of its high.
Speaker 2 (05:08):
But if we look.
Speaker 1 (05:09):
At it another way, so we can start to understand this.
Look at it priced in bitcoin. Now you see a
completely different thing. What does this look like now twenty eighteen,
we made the high, it crashed, pumped, dumped.
Speaker 2 (05:23):
Pump, pump, pump, pump, pump, pump, pump.
Speaker 1 (05:27):
Pump, And this right here is just one more pump
from its all time high. We're currently down ninety percent. Now,
before you get mad, this is the data.
Speaker 2 (05:37):
But I'm going to show you where the real money
is being made.
Speaker 1 (05:39):
Okay, So if you want to make money, I'm going
to show you that, But first you have to understand
what's happening. I'm going to tell you why this is
happening in a second. But you see what we're talking
about here, Okay. Now, the reason why alts are dead
is because of the nature of cycles. About every fifty
years we have a new technological revolution, and each fifty
year cycle follows four distinct phases. They're very predictable, and
(06:03):
they give us a different blueprint for investing. Now, that
is why all all coins are dead, because we've gone on.
But specifically, we've gone from phase one to phase two.
Speaker 2 (06:14):
Now.
Speaker 1 (06:14):
In phase one, the first part of the cycle, it's
about a ten year period, ten to twelve beers.
Speaker 2 (06:19):
It is a.
Speaker 1 (06:20):
Retail driven adoption or eruption. So this means the technology
was just invented. There's a lot of excitement about it,
a lot of people want to get involved, there's a
lot of speculation going on. And we made a lot
of money back then, right, anybody been in that long,
We've made a lot of money.
Speaker 2 (06:34):
But this was driven by retail.
Speaker 1 (06:36):
Right, This was before the governments got in, before the
Wall Street got in, before the institutions got in. It
was retail and we the people the retail we had,
you know, one thousand dollars to throw in five thousands.
Some people were throwing hundreds of thousands of dollars in
and these coins were taking off very small market caps.
But in phase two we go from what's called the
(06:57):
retail eruption phase to what's called the frenzy phase. Now,
the frenzy phase is represented by institutional and sovereign demand.
So instead of individuals throwing in thousands or tens of
thousands or hundred thousand of dollars, we now have institutions
that are coming in with billions of dollars, tens of
billions of dollars.
Speaker 2 (07:17):
And so the market completely changes.
Speaker 1 (07:19):
Now we can see this pretty simply if we look
at some other charts of data. So, for example, what
is more profitable crypto or bitcoin? So in twenty twenty five,
buying bitcoin is more likely profitable. However, from twenty seventeen
to twenty nineteen, investing in crypto was more profitable.
Speaker 2 (07:36):
It was the answers change, so it was.
Speaker 1 (07:39):
More profitable than investing in bitcoin on average. Okay, but
today this is no longer the case. According to data
gathered by e Toro talk to them, approximately ninety percent
of crypto.
Speaker 2 (07:53):
Traders lose money.
Speaker 1 (07:55):
That's because crypto traders are playing in phase one strategy
while we're currently in phase two. I'm gonna show you this,
and i'm gonna show you what the strategy is moving forward.
Now we can see this again on another chart here,
which kind of illustrates it. So what we have here
in the goldline is bitcoin and the black line is cryptocurrency,
and you can see how Bitcoin has completely distanced itself.
(08:17):
And the reason why again is because cryptocurrency has thousands
and tens of thousands and one hundred thousand dollars going
into it, and over here we have hundreds of billions
going into.
Speaker 2 (08:29):
It, and so it's just a completely different market.
Speaker 1 (08:31):
And the reason why is again because as we go
through these phases, we have to have a different strategy.
Now I'm going to break this down in greater detail,
what the fifty years years, what the four phases are.
It's a big thesis, more than I can cover in
this video. If you want to sit down for the
whole thesis and do live Q and A so I
can explain this to you, I'll put a link down below.
It's free if you want to come hang out. I
(08:51):
love talking about cycles, so I'm gonna break the whole
thing down. Check out the link down below, register for free.
But let me go ahead and just keep explaining to.
Speaker 2 (08:58):
You what we're talking about.
Speaker 1 (09:00):
In this fifty year quantum wave cycle that we're talking
about again, we have these four phases and we can
look back to the last fifty year cycle. They started
in nineteen seventy one with the birth of the microprocessor,
which brought us personal computers, telecommunications, and the Internet. Now,
let me show you sort of how this worked through
the four phases real quickly. This is a chart of
(09:23):
what these four phases are. You can see we're on
our sixth time that it's happened, and each time this happens,
there's again these four distinct phases. The eruption phase, the
frenzy phase, the synergy phase.
Speaker 2 (09:38):
And the deployment phase.
Speaker 1 (09:40):
Now we're going to have to change our investing style,
our strategy or thesis each time we moved through one
of these. But let me give you an example. So
let's go back again to nineteen seventy one. We had
the birth of the microprocessor. So when we're looking at Apple,
we can see that there was two distinct phases, phase
one and phase two. In phase one, applet went up
(10:01):
one point four million, nine hundred and thirty three percent
one point four million percent. And most people they sat
on the sidelines. They watched that and they said, oh,
I missed out. Apple's too expensive. Now, why didn't I
invest earlier? I always miss out on these I should
have bought sooner. Oh, well, I'll go find something else.
(10:21):
But that's because they didn't understand that there's not one phase,
but there's two phases. In phase two, Apple went up
another one hundred and fifty one thousand percent. They sat
on the sideline and watched that entire boom happen. We
saw the same thing happen with Microsoft. Microsoft in phase
one went up fifty seven thousand percent, not times a percent,
(10:45):
fifty seven thousand percent, and everybody thought, oh, now it's
too expensive.
Speaker 2 (10:49):
I missed out. I wish I would have got it sooner.
I guess we'll go find something else.
Speaker 1 (10:53):
And then it went on to do another one point
six million percent return. So if they would have understood
that there's these four different phases in these cycles, they
would have understood that they should have pivoted their strategy
and they could have benefited from that. But we have
that benefit right now today. Now what we can see
is the institutions are changes. We went from retail to institutional.
(11:17):
We can see that there's eighty five billion dollars flowing
into the market right now.
Speaker 2 (11:22):
This is the institutional money.
Speaker 1 (11:24):
So for example, Blackrock has the largest bitcoin ETF in
just the last fourteen days alone, four billion dollars has
come in just to bitcoin, four billion dollars. We have
eighty five billion dollars that have come into bitcoin just
bitcoin year to date. We can see this is pension
(11:45):
funds that have billions of dollars of allocations. This is
sovereign wealth funds. These are nations that are bringing money in.
We have giant corporations that are bringing money in.
Speaker 2 (11:54):
We have all these.
Speaker 1 (11:55):
ETFs like the Blackrock ETFs coming in and they're all
bringing money into bitcoin. Why is that, Well, they want
to deploy billions of dollars and there's only really one
asset that's going to be able to hold billions of dollars.
For example, if you look at the entire cryptocurrency market cap,
there's about sixteen million of them listed on coin market
cap today in the top ten. There's only a few
(12:17):
of them that trade more than a billion dollars per day.
Speaker 2 (12:20):
So if you want to deploy a billion dollars, how
do you do that?
Speaker 1 (12:23):
You can't deploy a billion dollars and do shibu enu
or whatever it is. So we have black Rock here
four billion dollars in just ten days.
Speaker 2 (12:33):
They're trying to deploy in. We can see right here.
Speaker 1 (12:38):
Eighty five billion dollars, doubling the amount of money they're
putting in per year.
Speaker 2 (12:44):
We can see right here.
Speaker 1 (12:46):
They're pushing a cumutive inflows into bitcoin to forty four
point three billion dollars. And again, the top ten cryptocurrencies
can't even accept that type of money, much less the
other whatever fifteen sixteen million that there are. So we
understand that the market has changed. We went from retail
to now sovereign. Now the new asset class that's popped
(13:07):
up is the micro Strategy blueprint.
Speaker 2 (13:09):
All right, this is changing everything. That's the most exciting
part of.
Speaker 1 (13:12):
The market right now. So micro Strategy was a company.
It was a software company by Michael Saylor. I've talked
about them many times. Of course you know about them
by now. But what they did is they started a
bitcoin strategy and they went and changed their name from micro.
Speaker 2 (13:25):
Strategy to Strategy.
Speaker 1 (13:27):
And now they're teaching that same strategy to all other companies.
Now they have grown their bitcoin holdings. Right here, it
says five hundred and seventy six thousand. As a matter
of fact, now it's over five hundred and eighty thousand.
It's going up so fast we can't even keep up
five hundred and eighty thousand bitcoin as of May twenty six,
and they continue to raise billions of dollars to continue
(13:48):
to put into more bitcoin. And now they're taking that
strategy and teaching all.
Speaker 2 (13:52):
The other companies how to do that.
Speaker 1 (13:54):
Now, what's interesting about micro Strategy doing this is it's
beating bitcoin itself. So we looked at the alt coins ethereum, XRP,
the giants and how they're actually losing money to bitcoin.
Micro Strategy not priced in US dollars, but priced in
bitcoin is actually up two hundred and seventy eight percent
(14:16):
since it adopted its bitcoin treasury strategy. It's up almost
three times over bitcoin, and Bitcoin's up what do we say,
fifteen hundred percent, so it's up above that. So the
key insight is that they're not just buying bitcoin. What
they're doing is they became a bitcoin company. They learned
how to leverage the debt and equity markets to lever
(14:36):
up the bitcoin, which is why they get that additional yield.
Speaker 2 (14:40):
And there's a lot of companies doing this.
Speaker 1 (14:41):
Now we can see that another company right here, a
company called Metaplanet, has now followed their lead and they're
getting even better results. As a matter of fact, Metaplanet,
when priced in bitcoin, not US dollars, is beating bitcoin
by six hundred and seventy seven percent above bitcoin. That's
like whatpto currency used to do. That's what ethereum and
(15:03):
XRP used to do, but now it's happening to bitcoin.
Publicly traded companies. Okay, why publicly traded companies, It's because
they need institutional companies need real institutional plays. What we
can see is this is mining companies are doing this.
Tech companies are doing this. Service providing companies are doing this.
Startups are doing this, and this is really creating what
(15:23):
we're calling a bitcoin treasury strategy revolution.
Speaker 2 (15:27):
All right.
Speaker 1 (15:27):
Now, I sort of call these like bitcoin derivatives because
I'm not buying bitcoin directly.
Speaker 2 (15:33):
I'm buying a derivative of bitcoin.
Speaker 1 (15:35):
I'm buying a public company that's a proxy that's supported
by bitcoin. Okay, but they are real companies, registered with
the SEC, listed on the NASDAC, with real revenue and
with real returns. All right, So these companies are publicly traded,
they're built on the bitcoin ecosystem. They're building either on
(15:55):
and around the bitcoin ecosystem. They're holding bitcoin as their
treasure asset, meaning they're trying to beat bitcoin specifically, and
these are ones that have strategic focus. Now the critical
distinction is again, these aren't crypto projects. These are publicly
listed NASDAC plays all right.
Speaker 2 (16:13):
Now.
Speaker 1 (16:14):
The reason why is because institutions, if you're a sovereign
wealth fund or you're a pension fund, you happen to need, like,
you know, audited financials, you need public trading, you need
real revenues, You need the company to follow like regulatory compliance.
And so if you're going to deploy billions of dollars,
they must follow these things. They must be real companies.
(16:35):
And that's why we're seeing that with cryptocurrency. What we
had was white papers from who knows who. Now we
have public company disclosures. We used to have no revenue.
Now we have audited financials and real revenue. Again, we
have real companies doing real things.
Speaker 2 (16:52):
All right.
Speaker 1 (16:53):
Now, let's talk about the performance of these and where
this is all going. So what we're seeing is a
complete explosion of performance. These bitcoin derivative companies, these bitcoin
treasury strategy companies, are completely crushing traditional markets, alt coin markets,
traditional markets and even bitcoin itself.
Speaker 2 (17:12):
Let's take a look at this.
Speaker 1 (17:13):
So if we look at the Nasdaq, this is not
since twenty teen, this is just the Nasdaq year to date.
Speaker 2 (17:18):
What we can see is that the Nasdaq is basically flat.
We had a big dip.
Speaker 1 (17:22):
Donald Trump's tariff scared the market, and now we're basically flat.
So Nasdaq hasn't really made any money trad fi. We
can look again. Here's the S and P five hundred,
same thing. Here's the beginning of the year. We had
the big tariff scare. We're back to about even. We've
made no money in Nasdaq. We've made no money in
the S and P five hundred. Let's look at ethereum
not since it's all time high. Let's just look at
(17:43):
it in the.
Speaker 2 (17:43):
Same period year to date.
Speaker 1 (17:45):
So since January of this year, we're down thirty two
percent when all season right.
Speaker 2 (17:51):
We can look at another one.
Speaker 1 (17:52):
We can see here this is a bitcoin treasury strategy company. Okay,
not priced in US do but priced in bitcoin. We
can see this is up one thousand, three hundred and
thirty seven percent in the same period. This is what
we're talking about. We're talking about crazy returns. Here's another one.
(18:13):
You've heard me talk about this one before, mattat or
it's a little company out of Canada.
Speaker 2 (18:16):
We can see this one's.
Speaker 1 (18:17):
Up three hundred and thirty seven percent in the same
time period against bitcoin.
Speaker 2 (18:24):
We're talking about real money. We're talking about real, big moves.
Speaker 1 (18:28):
Public companies, public disclosure companies with real revenues.
Speaker 2 (18:32):
Okay, so where is this going. Well, we can see the.
Speaker 1 (18:35):
Migration is happening, right, we can understand there's different phases
to the cycle. We can see the institutions are here
to play. But how big are these institutions and how
much money will they bring? Well, we don't know exactly,
but we can sort of take a look. So the
first thing we can look at is these public companies,
for example, they have to file and they have to
project out what they're expecting to do. So we can
(18:57):
look at some of the big ones like micro Strategy
or Metaplane, Similar Scientific, or Nakamoto or CDP, and we
can see what they've announced as far as how much
money they've raised and how much money they expect to deploy.
Speaker 2 (19:08):
And what we can see right here is like here
micro Strategy raise.
Speaker 1 (19:11):
Ten billion, Metaplanet raise five billion, a Semilar has five
hundred million available, NAKA has seven hundred million, CP has
four hundred and fifty eight million. All of that is
getting ready to be deployed into bitcoin. On top of that,
we have the ETFs all right, so we can see how.
Speaker 2 (19:28):
Much of those are bringing in as well.
Speaker 1 (19:30):
We can see that the bitcoin ETFs are on track
to attract between fifty five to one hundred and twenty
billion dollars in new inflows in twenty twenty five alone.
So we're talking about one hundred and twenty billion here.
We're talking about hundreds of millions and ten billions of
dollars here, again all coming into bitcoin, and specifically it's
(19:52):
going into these Bitcoin treasury strategy companies.
Speaker 2 (19:56):
This is the new market cap, this is the new
all coin. This is the rotation.
Speaker 1 (20:00):
And if you want to understand how to get wealthy,
you have to understand how money rotates from one ask
to the next, and this is exactly where it's going.
If you want to understand, there's a whole new set
of metrics, how do we even evaluate these things?
Speaker 2 (20:12):
How do we measure them?
Speaker 1 (20:13):
Those terms like bps and torque and bitcoin yield and
all these new strategies. If you want to learn all
about that and how to evaluate and find these companies
on your own.
Speaker 2 (20:23):
Check it out.
Speaker 1 (20:23):
I'll put a link down below. Come hang out with
me next week. I'll do a whole live presentation. I'll
break the whole thing down for you, and then.
Speaker 2 (20:29):
We'll do live to you and it.
Speaker 1 (20:30):
We'll hang out, we'll have fun, We'll answer all your
questions live, because I do not want you to miss
what's going on, So check out the link.
Speaker 2 (20:35):
Come hang out with me live for free.
Speaker 1 (20:37):
Otherwise, if you want to know where Bitcoin's price is
going by twenty thirty, forty and fifty, you might want
to watch this video right here,
Host
Mark Moss
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