01:05: Current sideways movement of M2 money supply and US dollar.
02:17: Past stock market melt-ups that occurred after Fed rate hiking pauses based on historical patterns from 1955 onwards.
03:03: 80% of all US currency was created in the last 6 years, highlighting massive money printing.
05:11: Those concerned about recent 10-20% crypto pullbacks to remain calm as such movements were expected.
05:52: Being very bullish on crypto outlook given expectation of aggressive rate cuts and stimulus pumping.
07:10: What aggressive rate cuts and stimulus will do for crypto.
09:00: Institutions in crypto are just BlackRock and allies, with massive untapped potential yet to enter.
19:02: It took time for stock market crash to unfold after start of rate cuts in previous cycle, not an overnight halving.
19:55: Stock market correction may occur around 2025 based on prior patterns.
23:04: Analysis of Kaspa price action and prediction of an upcoming double bottom formation based on identified fractal patterns.
31:02: Kaspa is currently in a mini cycle within a larger cycle and prediction of an upcoming larger cycle by end of year.
34:01: Past trades between Kaspa and Tau and rebalancing portfolio to increase Kaspa position.
38:28: There is a lot of activity in subnets that is hard to keep up with.
39:03: Recent $3.7 million subnet launch and increasing revenues for active subnets.
45:01: Prediction that Tau price will reach $20,000 by end of 2025 bull run based on looking at long term log chart and current price.
48:55: Question raised about expensive subnet registrations.
50:56: New subnet 32 earns $10,000 per day from lowest emissions allocation even at current Tau price.
58:28: Upcoming major exchange listing for Taunu token on March 19th in time for AI conference.
01:13:00: Lost faith in Zappy project but will hold small free position in case it recovers with hopes of larger Tao ecosystem recovery.
01:16:06: Looked into Comet AI and AIT but not keen yet. Interested in Arc due to its actual product and recent performance. .
01:20:28: Applying TA to random crypto charts and finding patterns like symmetrical triangles and trend lines.
01:23:37: Comparing potential returns between Tao and Taonu
01:26:36: Comparing growth of total market cap between previous cycles and expectations for much larger growth this cycle, enabling much greater returns for smaller coins starting from low market caps.
01:29:12: $233B market cap for BitTensor is too conservative given potential for outsized growth of quality smaller coins in a much larger crypto market.
01:31:00: Tau Inu could capture over 0.5% of Tau’s total market cap given how low its current valuation is and potential for hype once Tau starts appreciating.
01:35:31: Potential price action between Tau and Tau Inu showing Tau Inu outperforming initially due to very low starting valuation before both appreciate.
01:40:22: Prediction that 20 coins will hit over $1 billion market cap by the end of the cycle due to a rising wave in the market.
01:43:07: How staking rewards may change in the future with the introduction of subnets and liquidity pools on the Tao network.
01:47:46: Conversational abilities of FIGURE robot and assessment of being impressed by progress of new startup.
01:54:52: Belief there will be an AI bubble similar to dot-com but that it will accelerate technology development and have a higher base afterwards.
01:55:02: Being wrong about an past Bitcoin price prediction after the halving and analysis of why the thinking was flawed.
01:57:02: The upcoming Bitcoin supply squeeze will be much bigger than originally thought due to ETF buying from firms like BlackRock and MicroStrategy.
01:58:02: The Bitcoin price power law model may be inaccurate and Bitcoin could exceed $250k due to unprecedented supply squeeze.
02:01:08: ETFs absorbing 20-30 days of new Bitcoin supply per day from mining.
02:02:30: Speculation that Russia holds significant Bitcoin from mining during sanctions.
02:03:36: True supply squeeze may occur once Grayscale stops selling, relying solely on mining output.
02:05:02: Crypto market cycle high cannot be called until massive global rate cuts and stimulus occur, with at least 3-6 months for effects to be seen.