How High Can It Go?

Bullish:

• $BTC - Bullish outlook on Bitcoin with expectations of continued upward momentum, potential for significant price appreciation, and a long-term positive valuation, while acknowledging the need for vigilance regarding market conditions.

  • “We're on the escalator up right now. We need to monitor the fundamentals and the health of that escalator because at some point, it's gonna turn into the elevator down, hopefully, from much higher levels after we've had a chance to exit.”

    Jonah·0:00

  • “I certainly don't see any reason to take profit here, especially given all of the profit taking that took place around that consolidation level of a 110,000. Like, that selling's exhausted. We've ripped through a bunch of, you know, short liquidations, and now I think it's just like I think it's an air pocket upwards from here. There's there's not a lot of resistance.”

    Jonah·9:18

  • “The EV of Bitcoin is still probably way above a 150 k in any of those scenarios or the aggregate of them.”

    Jonah·41:42
• $TREASURY - Positive outlook on Bitcoin treasury companies, suggesting potential for decreased discount rates as the number of such companies increases, assuming effective management.

  • “I think in aggregate, all discount rates on treasury companies should go down the more treasury companies there are, assuming that all of the treasury companies are managed equally effectively”

    Avi·20:22
• $BMNR - Suggestion to consider Bitmind Immersion Technologies (BMNR) as a leveraged bet on Ethereum, given its recent price increase and Ethereum purchases.

  • “Bitmind Immersion Technologies is up 20%. They're they're the ones that are buying and buying Ethereum. So if you wanna make a bet like, if you wanna make a bet on ETH, this is this is probably a good levered bet that you could you you could you could try to take out.”

    Avi·11:54

Bearish:

• $ALTCOINS - Bearish outlook on altcoins due to oversupply and potential for team-driven sell-offs, with expectations of targeted rather than broad-based rallies in the altcoin market.

  • “I don't agree with that because I think that, you know, these crappy alts, like, they're still backed by teams loaded with bags waiting to dump.”

    Jonah·2:58

  • “I don't think we're gonna get a broad based altseason because there were too many coins a year ago, and there are even more too many coins now. So, like, I don't think we get a broad based rally. It has to be it has to be somewhat targeted.”

    Jonah·41:42