Bottom IN?🚨SEC Tokenizes, Fund Flows & SpaceX’s + SPACE GPU! 🚀🧠

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Bottom IN?🚨SEC Tokenizes, Fund Flows & SpaceX’s + SPACE GPU! 🚀🧠

InvestAnswers 19.05.2026 27 686 просмотров 2 649 лайков

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Introduction

Hello, it's Octa Tuesday brought to you by Coconut Balls and keep the dog quiet hopefully for 20 minutes. Let's get into the story. Thank you all for coming. We're going to break down all of the craziness that's going on in the world. Whoops. Need to add the deck. And the question is, has deep value been reached or are things too expensive or are bottoms in? Where's the money going? Where's the demand coming from? So much to cover. Yes, this is Octa time. Big thanks all to Cipher, Sniper, Sha D, K8, Zo, Sir Winston, and Buckhorn. Appreciate you all. I won't waste your time, and I'll bring you new knowledge every 60 seconds. I am cold too and not financial advice. And this is from Cavan. Hello, Cavan. This is impressive. Kevin says, "This patron has paid for itself for my lifetime, and I'm only a few months in. " Woohoo. It's been a special 2026. I'll tell you that much. Uh, and uh, yeah, thank you for being part of the family. There is a lot more to Patreon than meets the eye. In fact, an awful lot. Let's get into the ugly news. ETH

The Ugly / ETH Foundation Researchers Flee

Foundation researchers are fleeing. I'm not sure why. Maybe because they reversed course on level layer twos that I said for 5 years were nonsense anyway. But uh they are resigning just yesterday. Carl Beak and Julian Ma have resigned and that's on top of people like Barnaby Mono Tim Beo um Trent Faneps etc. I don't know any of these people to be honest because I don't follow Ethereum but I do share the news so that could be bad. And there's other stuff happening too in the crypto world. Lots of ugly news today. Monad

Echo Protocol on Monad was Hacked

apparently their echo protocol was hacked. They lost about $80 million. Somebody minted a thousand EBTC per look on chain as well and then swapped them into Ethereum and then run them to Tornado Cache. Uh, and again, I don't use Monad. Never did. Never heard of Echo Protocol. But be careful out there. Crypto is still the wild west. Be careful what protocols you use and how you use them cuz you could lose everything in a minute. Next, this one took me a little bit by surprise. It was a bit alarming. And I'll step out for

UK Real Estate - No Longer a Safe Haven

this for a second because all my life I thought real estate was the safe haven asset. you know, you just buy it, put it away, you're going to be fine. Well, there are things that are actually changing right now around the world and it's stuff that people should be aware of. This is UK real estate and people have asked me to do a real estate global real estate update video. I will but it takes a ton of time to research all the markets around the world like Sydney, Australia, London, England, Toronto, Canada, Buenosares, Argentina is very difficult but I am working on it and I will do it. But this chart shows you a couple of things. Your nominal price and your real price. Nominal is dollars. Imagine you bought a house. Like I remember my father telling me he bought his second house for like 12,000 or something and this is basically late60s early '7s and that was a lot of money back then but then fast forward to like I think it was the year 2000 the place was worth a lot more anyway won't get into numbers but that is the nominal price and then the real price is adjusted for debasement or CPI high inflation. Now, this chart shows you a couple of things. And it's funny because you can still trade real estate, but you want to be able to buy low, sell high. Sounds really obvious. There are times when markets are hot, depressed. If you buy in a depressed market and sell at the peak of a hot market, you're going to be just fine. Real estate's great. But if you buy at a top and you wait 10 years or 15 years, you might get completely shafted. So in this particular chart here, shout out to all the people in the UK. I hope you bought low and still holding. And everybody needs a castle as I say too. So you do need a place to live and nobody wants to be a renter to be honest. And it is a good way of building wealth. But um again, so much for the safe compounder. If you look at this and you look at a trade, if you bought, for example, in 1995 in the UK and you sold in 2007, you did quite well. Okay, you bought for 60K and you sell for 180K after 12 years. And then again, that's a nominal dollar. It's not adjusted. But even adjusted, you still made a very tidy profit. However, if you bought in 2007 a house for £184,000, today it's worth £270,000. It sounds like, woohoo, I made 100 grand, 90 grand, give or take, whatever. But the 184k you originally invested has the same buying power as 270K today because of cumulative inflation, debasement, etc., your profit vanished into thin air. I have not seen situations like this happen where you could be holding real estate for nearly 20 years and it goes nowhere. So, that is kind of terrifying. So beware and as and I have been talking a lot about how the world is changing. Fewer people can afford real estate, high-end real estate properties. There will be a lot of them in the future because younger people won't be able to afford them. So if you are looking for that $5 million mansion, just wait till 2030. You'll be able to pick it up for 2 or 3 million, I reckon. That's my math. I could be wrong. And I hope we're all still around in 5 years. Anyway, let's get on with the bad

The Bad / Crypto F&G/ Crypto Last 7 Days vs BTC

news. A lot of ugly news today. Crypto fear and greed. Extreme fear again. We just tipped into the red zone which is 0 to25 extreme fear. And that's bad. Really bad. Everybody as usual is freaking out. Um let's see. I wish I had the meme here. The one that says emotional damage. There's a lot of emotional damage in crypto and markets will wreck your head. Rest assured about that. But let's break it down and see exactly what's going on because I do have some interesting news too. Crypto

Crypto Last 7 Days in Melting FIAT

over the last seven days in Bitcoin terms, hype was redot. Binance and ETH actually beat Bitcoin as well. And but why is hype hot? Well, there's the rumors that people are getting very excited about the tokenization of everything. We'll get on to that later. Saul was down against Bitcoin. So was XRP, TRX, Cardano, Sui, etc. Crypto over the last seven days ugly down 6%. We got we broke right up to the 200 day moving average around 82,400 and I was excited because if you can put that behind us for 3 days plus and stay above it, we do we could be entering into a new zone heading to 90K. But we didn't. It fell back pretty much immediately from 82K down to 766. Currently the price as we speak is probably 77K. I don't have my trading view open, but now I do. Let's have a look see. 76 832 just shy of 77K. So we'll see. And remember Tuesday, Wednesday is always the midweek slump. We'll see if we recover later in the week. But there is some very good news. First, yes, digital asset flows were

Digital Asset Flows

down. Remember, we're still on the ugly side of town here. Down lost over a billion dollars for the week. That's the first negative week, by the way, in seven weeks. Very big deal there. So yeah, not everything goes up in a straight line. Everything kind of mean reverts. There'll always be a sell-off, but having seven very strong weeks, very good. And also there's lots of news around the Clarity Act, which is very good for crypto, but still people are still freaking out about the situation in Iran. Will it ever bring about peace? Oil a few minutes ago is 104 bucks. That's way too high. There's rumors of places like gas stations around the world having no diesel. So if you're driving a diesel car, you literally can't find gas for it in many places, even including places like Australia, etc. is gone. Anyway, that's the bad news. Also, nearly a billion out of Bitcoin, 250 million out

Flows By Asset

of Ethereum, not good. But XRP and Salana, very big weeks. These things are running counter. I don't know who is putting money into XRP. Maybe they believe the Clarity Act will turn XRP into some type of swift replacement. Doesn't make any sense. I don't understand it. Never did, never will. Crypto remains illogical to me. But Salana, a lot of money is flowing in. And I've been talking for a while now about the rotation from Ethereum into Salana. We see the researchers leaving the Ethereum Foundation, but some of the money is also leaving Ethereum. uh Harvard, the university, their big endowment, they dumped all their Ethereum at a loss. They bought it high and sold it low, losing 30%. Which is a bit of a shocker. Anyhow, that's kind of where we are with the money flow. Now, we will talk a bit about ETFs because all is not lost by no stretch. Yes, the last three of the four

BTC ETF Flow

last weeks were red for Bitcoin. Not good. Not good at all. But when you look back at the past, it's really not bad at all. And what I do want to talk about too is ETH is a mirror image of Bitcoin.

ETH ETF Flow

Also, three of the four last weeks were red. Very strange. They kind of follow each other. But now, thank goodness we can get into the good news. Woohoo.

The Good

Hello, Clint Eastwood. Tomorrow, by the way, uh trades I'm watching. This has become the new favorite video. Everybody's saying, "Are you doing it again, please? " So, we'll walk through all my favorite holdings and charts and we'll try forecast where we were. And as you noticed, two weeks ago and last week, I became very bearish. The market looked pretty toppy and it was for some assets. So, we'll break it all down tomorrow. We'll try to find a nugget or two that we can use to do things like sell covered calls, hedge positions, maybe even add to some positions as well that we don't already have. Next, May is up a

May Positive - Up a Hair

hair literally 0. 2 27% so far in May. It's green. That little green color makes me happy. I think May could end strong. You know, it's weird because as well I talk about the midweek slump. We on Tuesday, Wednesday is always weak for the markets, but we also get a midmon slump, too. The middle of the month tends to be weak. Sometimes I can start off strong, weaken in the middle of the month, and then get strong again towards the end. We'll see if that happens. A lot of people believe in sell and may go away. I don't believe in that because the data says it's not true. So, let's move on. See what's happening

CheckMate - Bottom is In!

next. Now, shout out to Checkmate, friend of the channel, solid DA guy. He sees the world for how it is. And he talked about his aggregated mean reversion model and it showed that the Bitcoin is in the bottom 10% of all historic days across all his metrics. And that gives him over 80% confidence that the bottom was in around 60K. Yes, we have a guy backing me up. I said that a long time ago and I put my money where my mouth is and bought big at 64K. But let's see. Anything could happen. A black swan could happen. Could take us to that magical 40k that all the bears are talking for, praying for. And we see red days like today and yesterday. The excitement amongst the bears is unbelievable. It's it's an incredible uh sentiment to see. Anyway, checkmate. He's a guy you can trust and he sees what's up. He does believe once we have to clear the 78K to 85K zone, which is like my 80 once you get above the 80 the 200 day moving average 825, then we can rip. You have to get above that though. In the meantime, we could chop a little bit, but the bottom is in. For those people waiting for 40k, according to Checkmate, don't hold your breath. It may never happen. Never say never. There's always a 5% 10% chance things could happen, but it's highly unlikely. So, I think the big takeaway from listening to him this morning was the fact that if you are waiting, don't wait. Next, another uh bullish

BTC RP Bullish

chart and it's bullish because it shows you a couple of things is how the market has gone through a healthy reset. So, the easy way to interpret this chart before I break it down to the hard part is if you look at the big line, the orange line that goes above the center line is I think it's $15 billion of profit taking. So when you see this thing go orange that means people are selling to take profits and they typically do that when the price gets high. Interestingly enough, circa was that September October 2021 we didn't see big profit taking because it was a manipulated cycle. But if we saw uh post ETF launch that was Feb March 2024 profit taking then we have December 2024 post the election profit taking then we had July 2025 December 2025 as well profit taking since then no profit taking that's the big takeaway here and that's the way you interpret this and profit taking happens on price spikes most of the time with the exception of post election hangover in late what was no post-election hangover. No, that worked. No, it didn't. Yeah. Anyway, the point is this is bullish because no profit taking is happening and that typically happens when the blue line is close to bottoms. Now if we look at some of the data here, current holders are not selling even at slightly elevated prices like hitting that 80 82k and the amount of realized profit is only about $1. 5 billion. This is compared to the heavy profit taking of up to $32 billion back in circuit January 2025. So again, very interesting chart. This tells me when there's no selling and there's a lot of stacking, it's very bullish. But we got more bullish stuff to talk about today as well. After the long series of

Enter Iranian Bitcoin Settled Insurance

ugly and bad news, the Iranian Bitcoin settlement, this is embarrassing because I always imagined for years that there would come a day where the price of a barrel of oil will be traded based on Bitcoin. I call it the pro Bitcoin. Never happened so far. And the Bitcoin insurance was not on my bingo card. But we even have Bloomberg picking this up. I talked about it briefly yesterday. But Iran has started a Bitcoinbacked insurance service called Hormuz Safe for shipping companies. You know, shipping insurance. Sometimes they won't let you move ships or move cargo unless you have insurance for them. And these policies are for shipments passing through the straight of Hormuz because people were maybe afraid that I don't know a missile or something could hit their boat and blow up their oil which would be terrible. But I believe this is a pinnacle moment as well for Bitcoin and digital and global asset that it is to easily transfer risk with something that can't be confiscated. It's fantastic. And just imagine what's next now that we have somebody stepping and I don't take any sides. I've got no dog in this fight as they say. I'm interested in alpha. Okay. So if you're whatever I don't even go to go there. I care about Bitcoin adoption. This could be huge. Can you imagine now all the companies are thinking, "Huh, you guys are doing, you know, coverage for oil tankers in the Middle East in a Bitcoin type way. So you maybe pay for the premium Bitcoin and you get paid out in Bitcoin if something bad happens. Maybe you pay passage to go through the straight two Bitcoin per ship. Who knows? Maybe there's a company in the UK that will cover your house against fire and they'll pay you out in Bitcoin. That'd be great. Why not? Especially as Bitcoin goes up. If you could pre-negotiate a Bitcoin price for your house, imagine they say my house is worth five Bitcoin. And then the market tanks in real estate prices in British pounds, but not in Bitcoin terms. and Bitcoin goes up and you get paid at five Bitcoin when really it's worth the house is then worth two and a half Bitcoin instead of five, but you still get your five Bitcoin. That could be very interesting and I believe a lot of companies will come out with this type of solution in the very near future, which for me is exciting. Anyway, another important chart, too. I feel

ETFs are Near Diamond Handers

like I'm being a bit long-winded today, but I'm excited because of all this good news. This is the clearest chart I'll ever show on how the ETFs, the Bitcoin ETFs are near diamond handers. Every single week I show you inflows, outflows. I grade on the weekly, sometimes on the monthly or year to date or whatever, but there is no clearer chart than this that shows you exactly what's happening. Okay, this is the amount of Bitcoin held in onchain holdings by all the ETFs. Very simple. If we go back to 10th of October, at the time the crypto black swan happened, there was exactly 1. 33 million Bitcoin held in all the ETFs. 1. 33 million. Guess what? After that nasty event when crypto took a complete bath, price dumped, guess how many of the 1. 33 million were sold by the ETFs in the coming in the month that followed, the two months that followed. The answer is 30,000 Bitcoin. They held 1. 33 million and the balance went down to 1. 3 million in the next month, 6 weeks or so. And then they started stacking again. Since then, it's been up only. These ETFs continue to stack and buy Bitcoin at a phenomenal rate. Guess how many they have added since the 1010 event. And you cannot make this number up. is exactly 420,000 Bitcoin in 6 months and change. That is big. Can you imagine? Fast forward another 6 months, it could be another 420,000 and there's only 110,000 left in OTC desks and then sailors buying 25,000 a week. Where is it all going to come from? Again, we're just looking at numbers here, but the numbers for me are very, very exciting. So again, just look at that total aggregate across all the different funds. This doesn't even include Morgan Stanley, by the way, the new one, which they haven't sold yet. They haven't had a red day yet since they launched months ago and Goldman Sachs is coming in and all these other players. Everybody is putting a piece into this. And the reason they're diamond handers as well is they got tiny allocations. They may have only 2% or 4% of their portfolio in this. It's there for a hedge. It's not there to drive alpha. It's like Shamath used to say, it's schmuck insurance. That's why we hold it. Anyway, I found this to be very exciting. Let me know if I got too excited about that one. And then Sailor, he's sprinting towards 1 million Bitcoin. Okay, the ETFs now have 1. 72 million Bitcoin. 1. 72 million added since these ETFs launched. Remember, uh the uh GBTC had some already. They had about 620,000 when they did launch. Um, but now Sailor is looking towards getting to 1 million Bitcoin. He's nearly at 850,000. Adding some weeks 25,000 Bitcoin. He's going to be there before year end at this rate. And, you know, that's what he wants to do. So, you're going to have more than 2 million Bitcoin in the ETFs and 1 million in Micro Strategy, 3 million of 15 million. 1ifth of all the

Saylor SPrints to 1M BTC

available Bitcoin because so many are lost will be locked up. Okay. If that is not the most bullish thing you've ever heard about Bitcoin, I don't know what is. Again, challenge me below if you think so. And here we are.

Still BTC Season - Alts Hammered Again

still in the Bitcoin season. The alts got hammered over the last 90 days. And the alt season score is now at 24. Not good. Now, there is some good news though for alts. Despite them being

SEC To allow Tokenization of Stocks

hammered compared to Bitcoin, I think Bitcoin dominance is above 60% again. But the SEC is preparing for guess what? the tokenization of everything. And there goes our sleep. For those of us who cannot sleep like me, it's going to get a whole lot harder. Can you imagine? All our favorite stocks will soon be traded 24/7 on a blockchain. Nvidia, Tesla, Apple, whatever, Amazon, all going to be there 247 just like crypto. And then imagine doing the pair trades between these different assets at the same time and being able to respond to news in real time. You know that sometimes we get caught with our pants down because there's a news release after the market's closed and we can't do anything. We can't buy options. But then we'll be able to per stuff to protect ourselves or go heavily long too. The fantastic future is coming. This will give us the edge over AI too. Fantastic. And speaking of tokenization

SOL Already Leads in Tokenization

of everything from the SEC as they prepare for it, Salana already leads in tokenization. All stocks that are traded in a tokenized fashion on the blockchain are all done on Salana. No ifs, ands, or buts. Quarter of a million people trade them every single day. Huge. And speaking of the SOL ETF flow, again

SOL ETF Flow

there's a tiny little green bar for this week. This is again the weekly chart, but that only represents yesterday. The week before was huge. While things like Bitcoin and Ethereum bled, 60 million bucks came into the SOL ETFs. Very big week. The money is rotating. People are realizing, uh-oh, there's problems in what we thought was the leading L1. No, this is the most undervalued L1 on the planet by far. Stocks, fear, and greed up to 60. huge

Stock Fear & Greed

deviation from crypto. That's an extreme fear. You've got stock market in greed. Crazy times. And it's been driven by guess what? Yep. AI. This is I'm going to turn off my little camera here so you

Stocks Last 30 Days

can see this full chart. This is just over the last 30 days just to show you how much certain things have moved. Absolutely crazy over the last 30 days. AMD up 48%. Nvidia 11%. Micron 51%. Google 15%. Yeah, Tesla only up 2%. Amazon only up 2%. They kind of suck, but Intel up huge. I can't read that number for some reason, but everything, all these AI chip stocks are up massively. Broadcom kind of flat. And then we have other little names like ALAB and Marvel absolutely going bonkers as well. These are unprecedented times. And the reason for this is because AI is driving everything. And the sad

AI Chips Driving the Gainers

news is if you didn't have chip exposure, AI chip exposure in your portfolio so far this year, you missed the party. And a lot of people have Pomo now, pain of missing out. Actually, just Google search hashtag Pomo to write a read a cool paper about that. It's the psychological glitch of people not been able to get into a trade or fearing it's too late to get into a position or if they sold a position too early, they can't get back on because they don't want to pay more for that position. These are all things that are kind of reptile brain stuff that we need to fix to be able to win. And this stuff is not slowing down by any stretch of the imagination. chips, semiconductor, AI chips are driving the stock market. The gains from just these few names, Nvidia, Micron, Broadcom, AMD, and Intel drove over half the stock market gains. Okay, if you had no chips in your bag, you lost. And you're feeling miserable as you see little 21-year-old and 24 year olds retire already. Nutty times. Now

NVDA just delivered first batch of Vera Rubin

Now, back to Nvidia 2, the leader in AI chips. They just delivered the first Vera Reuben GPUs. It says CPUs, but I think they're GPUs. Any CPUs, GPUs, TPUs, adult doesn't matter. Just focus on the PU piece. Make sure it's got that. And they delivered their first generation of Ver Rubin to SpaceX, which is XAI. Uh, OpenAI got some, Oracle got some, Anthropic got some as well. All big anthropic news as well. And apparently they have a version of this Ver Rubin that will work in outer space. Remember space-based data centers. It's going to be a huge narrative. We're going to see the biggest IPO in the history of the world on June 12th. Another reason I can't sleep. What's that? 20 days away. It's going to be wild. Absolutely wild. I will talk about

Berkshire Buys Google Top

SpaceX proxies in tomorrow's video as well. Don't be afraid. But this one cracked me up. I maybe it's perverse of me to find how big money managers actually invest and trade. I think it's hilarious to watch, but you've got uh Warren Buffett retiring. He's gone. Hands over the rings to a new guy who gets rid of a bunch of garbage in the portfolio and then buys Google at the top. Triple down on This is not the Warren Buffett way, but this is hilarious. So, what they ditch uh 100% of something I never even heard of. Atlanta Braves. What is that? Liberty, Lilac, Dio. I think Dasio could be Guinness. They sold their Guinness. That's not good. Shout out to Mike if he's out there. Alun, a lot more advertising. Charter Communications. I mean, space-based internet's coming. That's going to kill all the companies that do terrestrial internet. Uh Amazon, they sold 100%. Interesting. AON, I think it's insurance, United Health, Digital, Visa, Digital, V, Mastercard. This is interesting. So, I'm watching all the 13 filings and looking what all the people I respect are doing. They're actually buying Mastercard and Visa. These guys are selling it. Anyway, Constellation Brands, no idea what they do. They ditched a third of their Chevron, but they again they bought Macy's. Retail's dead. I don't know who ever goes to Macy's. And they bought a truckload of Google and New York Times and Delta Airlines. Delta Airlines said no to Starlink. So there it's like, okay, Google, yes, I get that. Buying at the top, I don't get that. Buying New York Times, Delta Airlines, I don't get that either. Macy's. I don't get that. So, a lot of confusion in my small brain. I'm glad I'm not their portfolio manager and I will continue to smoke Warren Buffett like I have done and his firm. But, shout out to team Berkshire Hathaway. Now, getting back to robots. This is cool. And I remember I did a video by the way it was three years ago and I said I pounded my fist on the table. All Burkshire has to do to Warren Buffett needs to do to go out as a legend three years ago was take all the cash that he had and go hard into Tesla and Micro Strategy. That was it. Can you imagine what would have happened to their bags buying Tesla 106 Micro Strategy is 16. That was the recommendation I did in the video. They didn't listen to me. They never will. That's okay. You do and you get much better results than they do. That's why.

Figure CEO sees $1BN Humanoids by 2030

Now figure CEO sees that should be one billion that not one billion dollars one billion humanoids by 2030 and the question is this true because I'm thinking all the time how many humanoids will be out there and this from David Scott Patterson who knows this stuff that their robots still going after 3 days and he said there will be over a billion humanoid robots working by 2030 and Brett Adcock said indeed yes Brett may be pumping his own bags he is the CEO of Figure and he wants investors think he's going to make a billion of them themselves. It's not going to happen. It's going to take a lot of companies and the Chinese will be spitting these things out like mad. But then I asked myself, okay, what do realistic numbers actually look like? So

Wall St Analysts See Something Else

figure CEO says a billion robots. Tesla CEO says he will make 50 million alone. Optimus alone. Forget all the theund 200 Chinese manufacturers and figure and all the other robot players around the planet. Morgan Stanley think they'll be 40,000 by 2030. I mean, Tesla will easily probably make 40,000 by the end of the year or early next year at the latest. Anyway, I don't know what Morgan Stanley are thinking and they should know better. And then they looked at Chinese numbers. H 262,000 in China, 40,000 in the US by 2030. Goldman Sachs 250,000. Bank of America little better. So, Bank of America, of all the banks and banksters, they have the best estimate, but they're still way off. Uh, 1 to 2 million and then go out to 2040, the numbers get crazy. But the point is, Trfi doesn't understand what's coming and how exponential these things will grow. And that's why we're positioning for this. Humanoids will be the biggest product on the planet. That's it. No ifs, ands, or buts. And

Space Based Data Centers Much Easier !!!

they are powered by a brain. And that brain will probably run off of data centers in space. A quote from Elon Musk last night, space-based data centers are much easier than terrestrial or than people consider. You can open this to a different interpretation, but data centers in space much easier probably than people may think. And I've said the same thing for years. I said Starlink already has 10,000 satellites in orbit right now. They have chips running in them. They are solar powered and they are cooled in space. They just need to up the size of the cooling for it. And now we have the Rub Vera Rubin chip as well that's space proofed. Intel are making a space proof chip. Tesla's building terraab with SpaceX AI to build all the chips in the world that will go into cars robots and that will go into space too. It's very simple. So question is do you fade this guy? Will it be hard? Uh yes it'll be hard. Do you fade him? No. And he says it can be done. It can be done and will be done. And who else can do it? This is the problem. Nobody can because the only thing to get all the weight up there in the first place is guess what? Starship. And that should be launching this week. Yeah, there he is. Bman, I remember you coming to Berkshire buying Microsoft Tesla. That was the biggest no-brainer. That's when I was I shouldn't say it, but I was like basically selling organs to enter options positions on these two and I did something I never do which is buy out of the money leaps on Tesla. Anyhow, they are by the way converting in June of this year. Imagine all these years later. Anyhow, space data centers are happening. It's not hocus pocus. It's for real and demand is

AI boom is demand-driven + supply-constrained!

also very much for real across all things AI. This is more confirmation from Liz Thomas. She's an excellent follower by the way. Shout out to Sanjay too that the demand for intelligence is off the hook. The AI boom is demanddriven and is completely supply constrained. So if you think things like the AI semiconductor players are getting too hot, they have infinite demand for what they do. Okay, hypers scal areas and infrastructure AI stocks are the beneficiaries of all this capex spend. The trillions of dollars is going to trickle down 2006 and more 1. 2 trillion 2007. The numbers are like nothing we've ever seen before. Get exposure to my i13 names and this these are the focus bet on the AI winners period. This includes Tesla stuff and uh again good times you just need to be sit there get exposure sit there and wait and everything will happen. Now

Andrej joins Anthropic

more AI news which is kind of ironic and I have been very uh snide in my remarks about scam ultimati. Some people consider him like the godfather of AI. He's also the guy that built Tesla Vision, the original Tesla AI and FSD cars. Guy is a freaking genius. And he just joined Anthropic. He left Tesla I think in 2024. Yeah, I think so late 2024. But it really makes you wonder how bad things must be inside of Open AI right now. Okay. everything. You know, you got Elon Musk with SpaceX supporting guess who? Anthropic and you got the OpenAI co-founder joining Anthropic. Winner takes most. Watch this space carefully. And finally, meme visure. I thought this was hilarious. This is the team at Berkshire Hathway now that Warren Buffett has finally retired, tripling down on Google at the top. Not something that a deep value investor would have done. A lot of talk today in today's video about value. What is deep value? Is a $76,000 Bitcoin deep value according to Czech M? Yes, it is. According to math, future demand, yes, it is. Is AI overheated? Could it be deep value? Well, with the spend that's coming over the next 3 to four years, not a problem. Not a problem at all. I hope you all enjoyed the video. Really appreciate everybody for coming. Once again, thank you to Sir Winston, Buckhorn, Zeno, I am Colt, Bman, who remembers everything even from 3 years ago, and Bitcoin broccoli, and shout out to Sha D, Cipher, Sniper, TND, and K8. All you wonderful people for coming. All these videos are turned into Substacks for less than 10 cents a day. You get all the slides. You get to listen to it as well as a podcast if you're at the gym. I go very fast. That was 42 slides in 30 minutes. So more and we need to do a new KPM. Not knowledge per minute, knowledge per 45 seconds. Hope you enjoyed the show. Thanks all for coming. See you.

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