Sticky Inflation + Energy Prices: End of the Rally or Pause?
Episode publishedPodcast: 1000X1000X
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We need a blow up to go up is the new tagline. Yes. Sailor's behavior is concerning because I don't think I've ever seen an example of this type of, like, financial engineering accumulation reach this scale without something, some sort of horrendous unwind. Also, looks unhinged in every podcast. It's got
one. We should we should get him we should get him on here and and grill him. We should we should do an adversarial podcast with Michael Saylor. I wonder if he'd come on.
I think he's unhitched. Right? Like, here's some rage bait. I think Michael Saylor has lost the plot. There is no bid for his size. He is too much of the market.
Well, saw you what he said with stretch. Right? He said, I gotta sell a little bit to inoculate the market against me selling. And, I mean, you see that, and you gotta you gotta get nervous about about BTC. I mean, it makes me nervous about the whole crypto market to see Bitcoin underperforming so massively against Hyperliquid and ZEC. This just tells you there's no such thing as crypto anymore. What do you mean? The crypto market as a whole has not gone up in aggregate together in a very long time. There's no crypto as an asset class where everything rips together anymore. This is individual
good? Yeah. We're good. We're good. Just another beautiful, sunny, perfect day in Los Angeles, feeling happy and grateful. How about yourself?
We ran we ran into a small little technical issue right there. I had an open tab of the thousand x podcast, and so I heard myself recursively into ad infinitum, and that was kinda trippy. Knock it
I hear you recursively at Infinitum in my dreams, Avi. This is Are you? My world.
You just hear me yapping at you all day? Dude, I wouldn't kill myself if that was the case.
I hear you, I hear you literally top taking the market last week as it on the highs after it had ramped for God knows how many months in a row, then you just sort of like, or weeks in a row, then you just sort of said, I'm cautious on the highs, and now we pulled back. Pretty exciting.
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