👋 JOIN THE FAMILY:
📈 IA MODELS:
🧠 FREE INVESTOR PROFILER QUIZ:
📬 IA NEWSLETTER:
🪙 IA CRYPTO COMPENDIUM:
⚙️ IA SCP Profiler:
🌐 TradingView Referral:
DISCLAIMER: InvestAnswers does not provide financial, investment, tax, or legal advice. None of the content on the InvestAnswers channels is financial, investment, tax, or legal advice and should not be taken as such; the content is intended only for educational and entertainment purposes. InvestAnswers (James) shares some of his trades as learning examples but they are only relevant to his specific portfolio allocation, risk tolerance & financial expertise, may not constitute a comprehensive or complete discussion of such topics, and should not be emulated. The content of this video is solely the opinion(s) of the speaker who is not a licensed financial advisor or registered investment advisor. Trading equities or cryptocurrencies poses considerable risk of loss. Kindly use your judgment and do your own research at all times. You are solely responsible for your own financial, investing, and trading decisions.
00:00 Introduction
01:15 Where to Ask Questions
01:26 Have you any update on using “Fidelity Bitcoin Custody Service” to store your BTC. I also feel nervous using cold storage as I get older.
02:04 Fidelity Crypto Custody
03:00 Yes You Can – I did it!
04:17 Can you please provide thoughts on MSTR vs BTC price action. Nov 2024 MSTR hit ATH = $543 whilst BTC was = 95k. Recently BTC hit ATH = 119k yet MSTR = $434. MSTR $100 lower whilst BTC is 24k higher. Is this due to MSTR share dilution or investor hype?
05:06 This is due to Nav Premium
06:05 IF total real estate value is USD 370T, equities 128T, and bonds 120T; where do you think BTC and MSTR will be if BTC snags 3-5% of each of these equities. With BTC outperforming each of these and being recognized as a commodity, I don’t think it’s much of a leap to 3-5% or more. And if you agree, how long do you think it would take to reach these thresholds?
06:50 Slight Flaw in the Question – But I get you!
07:37 Bitcoin Say 3% of “Other Assets”
08:58 Re MSTR at Say 3% of “Other Assets”
09:24 MSTR at BTC $988,2167
10:20 Soon Every Billionaire… will buy BTC
11:13 Over the last 3 years, my yearly return has been almost 5x in 2024 and 2x so far this year. I started investing in 2022. Do you think that’s good or should I push for more?
Returns
12:09 Last 3 Years – BTC, MSTR, SOL, Tesla
13:58 What’s your read on DFDV?
14:52 Rem Allocation Rules
15:28 Share Accretion is Key
17:07 The Miracle of MSTR Share Accretion
18:11 Most Imp Factor
18:53 How will agi ai impact the security of the bitcoin network. I am concerned about this
19:37 AGI vs Quantum
20:30 AGI vs BTC
21:08 AGI Benefit for BTC
22:21 With so much of the Bitcoin supply held by the ETFs in cold storage, how accurate is on-chain analysis these days? It seems as though the price action fluctuates based on buying/selling of ETF products which may/may not be reflected in on-chain data. Does this impact the reliability of the TABI model?
23:11 Impact of ETFs, Treasuries on on Chain/TABI Model
24:47 You always say Tesla is not a car company, but I’m worried it’s also not an AI company as it relies on technology from xAi. E.g Grok in tesla vehicles. I assume that at best Tesla will share revenue with xAi. Should we be worried as the revenue might not go to Tesla at all?
26:02 What Tesla Is?
27:17 Tesla controls its entire AI stack
28:18 Muskonomy and xAI Synergy
28:55 There is NOTHING BIGGER THAN HUMANOIDS
29:43 All in Pods Choices for AI/AGI/ASI Leaders
30:54 It would be great to get a technical update/progress report on the beta phase of Firedancer and it’s ‘likely’ arrival to being upgraded to the main network.
31:47 Firedancer Already Across 10% of Validators
32:09 Crazy SOL Throughput and Efficiency Gains
33:04 Solana AlpenGlow
33:49 Unprecedented Transaction Finality Speed eg SOL vs ETH
34:47 Helping Animals
source