Trading Pub – 27 Mar 25

00:00: Trump administration aims to cut gov spending without causing a recession by 2028.
05:00: Goal to reduce national deficit from 6.2% to 3-3.5% by 2028 without economic disruption.
10:00: Administration plans to delever government, reduce 2 million government workers, and increase private sector productivity.
15:00: Strategy to renegotiate trade tariffs and bring manufacturing jobs back to the United States.
20:00: Focus on rebuilding middle class through job creation, low predictable taxes, and deregulation.
25:00: Considering investing in long-term energy solutions like nuclear power to support private sector.
25:10: US economic strategy involves cutting spending and workforce, potentially driving significant economic growth.
26:24: Trump demands finalistion of Strategic Bitcoin Reserve and digital asset stockpile by end of July/August.
27:30: Extremely bullish on US markets and cryptocurrency.
28:02: Bitcoin now a two trillion dollar asset, comparable to major global companies.
28:26: Four-year Bitcoin cycle likely ending due to institutional involvement.
29:43: Bitcoin expected to experience modest crash instead of traditional massive downturn.
30:00: Plan to introduce ‘Gold Card’ immigration program with potential trillion-dollar revenue stream.
33:27: Crypto is a capital amplifier, not a lottery – returns proportional to initial investment.
34:12: Dedicating 10% of mental energy to biz startup for 2027.
35:00: Potential to lower interest rates by removing supplementary leverage ratio for bond purchases.
37:42: Proposed business strategy: Hire COO and team from day one with minimal direct involvement.
46:06: Trade potential of $6 million with 10x profit profit, deadline April 3rd, anticipating price movement before holiday.
49:26: Re-upping leveraged Bitcoin long position, considering 5X instead of 10X
01:02:02: Potential of US gold cards attracting millionaires and billionaires
01:02:52: Analysing Bittensor subnet metrics and potential growth trajectory
01:05:50: Projecting approximately 72 new subnets over next six months
01:09:10: Price drops for subnet tokens expected to plateau in 2-3 months post-launch
01:14:26: Subnet APRs dramatically higher than root network APRs
01:15:16: Subnet token profits most meaningful when held for a full year
01:16:22: Bittensor Guru validator sold to Tensora, now operating as Tao.com
01:18:27: Tensora launching subnet 81 – described as ‘FBI for Bittensor’ with comprehensive wallet authenticity tracking
01:26:27: Ideal subnet criteria: fully doxxed team, real-world product, active alpha purchasing
01:28:34: Positive outlook on potential investment returns, with estimates ranging 20-40% and some areas seeing up to 200% growth
01:35:49: Wait for subnets to bottom out in price before investing