Trading Pub – 02 Jan 25
05:10: Jerome Powell suggests fewer rate cuts, but speaker believes multiple rate cuts expected in 2025.
08:08: Trump inauguration expected on January 20th, potentially bringing market volatility.
11:07: USDC stablecoin market cap growing as users move from Tether after recent concerns.
12:00: Bitcoin hash rate continues rising, potentially indicating higher mining activity.
14:15: Alt market potentially expected to surge around 209 days post-Bitcoin halving.
19:52: Global M2 money supply reaches new all-time high, signaling potential economic shifts.
21:22: Federal Reserve hasn’t updated M2 stats since November, which is considered unsatisfactory.
22:40: U.S. commercial real estate market appears to be declining.
24:11: Prediction of crypto bull market in 2025, but potential economic trigger event remains a concern.
32:32: Sticking to rules is more important than short-term financial outcome.
36:07: Potential crypto market disruption might be due to upcoming institutional investment news.
38:13: Hedge fund snapshot for TAO taken at $444, which might impact monthly reports.
40:00: TAO’s long-term log chart remains bullish despite recent market fluctuations.
45:35: Alt market needs to wake up, currently 233 days post-halving.
50:32: Crypto ecosystem entering new territory with reduced regulatory challenges and potential government support.
01:05:35: US Federal Reserve has $764 billion in cash reserves ready to deploy.
01:09:34: Following Const for BitTensor developments.
01:15:50: BitTensor planning major neural internet developments in Q1 2025.
01:17:37: Plan to remove subnet registration fees to encourage innovation.
01:20:43: Bittensor subnets aim to attract talent without traditional startup pressures.
01:24:15: Subnet owners uncertain about upcoming details, waiting for official confirmation.
01:25:00: Most subnets have pivoted from original concepts, exploring deeper technological directions.
01:29:42: TAO becoming similar to ETH, enabling subnets as independent free-floating crypto projects.
01:32:32: Planning bimonthly subnet owner dinners to improve community communication.
01:33:35: Wrapped TAO is third-party solution, adding extra layers of risk.
01:50:05: Value information above material possessions.
01:56:52: Hedge funds continue to invest in Taunu and considering additional Zappi investments.
02:00:30: Autonomous AI agents (Triple A’s) represent fastest route to generating significant monthly income in 2025.
02:05:38: Potential business opportunities using AI, emphasising a non-zero-sum mindset.
02:18:05: Consider small crypto allocation as a potential long-term defensive investment strategy.
02:31:21: Lovable AI tool recommended for creating software apps without programming skills.
02:32:11: AI development platforms compared, highlighting integration capabilities as key differentiator.