Crypto Is About To EXPLODE… Here’s What Happens Next

markets look like they absolutely want to rip. >> We believe this ratio will continue to move up and go to all-time highs. >> I'd rather have a back alley colonoscopy than go to another meeting. It is time to vote. >> It was Vitalic Buterent spending hundreds of millions of dollars on these campaigns to make people be afraid of AI. >> The cryptocurrency market is literally about to rip. This isn't according to me. This is according to macro and investing experts. The Clarity Act is the secret short-term catalyst that can really send markets. And this is literally the last chance. According to Senator Cynthia Lumis, when I take a look at both the macro backdrop and the state of the crypto market today, to me, this reads like a new bull market. I have eight plus years of experience in crypto. I'm going to share everything I know with you over the next 8 to 10 minutes. If you appreciate us coming at you every day, smash the like button. Support the content. It's a small thing you can do, but it truly does help us grow. And let's start here. In only about a minute and a half, Arc Invest's Kathy Wood perfectly explains why Arc Invest is still so bullish on Bitcoin September of 2026. And the three big overarching points of her thesis are as follows. Number one, Bitcoin versus gold looks promising. A turn is in. Number two, Bitcoin is three big revolutions in one. tech, global monetary, and the first in a new asset class. And three, and this is really interesting to me, Bitcoin is both a riskoff and a risk on asset. So, in this current environment, we believe that this ratio will continue to move up and go to all-time highs. We think Bitcoin has miles to go. This 1 minute 30 seconds will change your outlook. Listen, >> here's Bitcoin to gold. Um, this is uh promising. Looks like a turn is in. Famous last words. I don't want to be I I don't want to be the famous last words here, but it does look uh like a little bit of a breakthrough here. And you know what's interesting, and you can see it here, the correlation between Bitcoin and gold there is very low, very low by historical standards. Um, and so to see Bitcoin uh starting to break out relative to gold is very re reassuring from our point of view. You know, we're big bulls on Bitcoin. It's a technology revolution. It's uh a new global monetary system and it's the first of its kind in a new asset class. So, we think it has miles to go because of those uh three revolutions. And if we're right on on inflation, the pressure should be on gold will be to the downside. I will say we've been thinking carefully about uh Bitcoin and gold and the insurance policies that both do provide because we think this technology revolution is going to put a lot of companies in harm's way and we think there will be counterparty risk if enough companies uh get into trouble. this idea of okay, where's the counterparty risk in the economy that might acrue to the benefit of both Bitcoin and gold? And so we we shall see. We think Bitcoin is both a riskoff and a risk on asset. >> Everything changed for crypto back in 2024 when the Bitcoin ETF was approved. Wall Street and institutions have been building out the plumbing and infrastructure ever since. Not preparing for this year or last year, preparing for the next 10 years. Smash the like button if you're getting value today, and make sure you're following us on X. Earlier, I tweeted, "Bitcoin is daddy, Ethereum is mommy." Sure, altcoins can rip harder, of course, but none of it lasts without Bitcoin and Ethereum showing strength. A sustained cryptobull market starts with the big two. I do believe that we are entering a bull market and it is very likely the low is in. We formed one hell of a launch pad here. Now we're forming another leg up. I believe at a certain point this is going to break higher. And there are many catalysts in the future that continue to make me bullish on this space. Big news. Ethereum will let users pay transaction fees with stable coins instead of Ethereum in 2027. This is huge. Now, you might think, "Oh, we're not using ETH for ETH transactions anymore. Isn't that bearish cuz ETH will get used less?" No, I think that's bullish because if you look into it, this is just going to make ease of use for Ethereum users a lot more easy. Because as you know, if you're using stable coins or any ETH token, you cannot use your wallet unless you have ETH in your wallet already, extra ETH to pay for gas fees. And a lot of people are coming into crypto nowadays setting up an ETH wallet and they really just want stable coin or maybe you know another token. So under this proposal, a payment app for example could cover the fee itself or take the stable coins from the user and settle the ETH bill on your behalf. And this is important here. Ethereum still gets paid in Ether and the user never has to buy any. So Ethereum is still getting used under the hood for this. Really interesting to see all the tech developments in the crypto space. really interesting to hear this bombshell news from former White House AI and cryptos are David Saxs. Obviously, we understand he's bullish on AI, understands AI. He's bullish on crypto, understands crypto. But here, he directly calls out Ethereum co-founder Vitalic Buterine, claiming that he is among a handful of billionaires funding the AI doomer movement targeting AI and data centers. They've been spending hundreds of millions of dollars on these campaigns to make people afraid of AI. I don't think this will have any direct effect on Ethereum whatsoever. But it's interesting how crypto and crypto founders have been, you know, getting so big now 16 years into crypto's history that, you know, if Vitalic doesn't like AI for some reason, he can put money behind it and kind of start to influence things. Interesting. >> Just on the the influence op here, clearly there have been a lot of influence ops around data centers and there's a lot of fake information about this. So there's a few different I'd say cadres here. There's the there's CCP, there's the DSA type wing of the Democrat party, which frankly I mean both they and the CCP, they're communist parties who want to sabotage America. So it kind of makes sense. Then you've kind of got the doomer groups. And there's um a writer named Nerret Weisslat who writes a blog called AI Panic who a couple of years ago traced that there were hundreds of these astroturf doomer groups that were basically funded by three EA billionaires in Silicon Valley. It was Dustin Moscavus, Yan Talon, and Vitalic Buterine. Remember Vitalic gave $600 million of of dog coins to Future of Life Foundation. And then they've been spending hundreds of millions of dollars on these campaigns to make people be afraid of AI and they see data centers as a good target. So you really can't underestimate how much of a difference, you know, a billion dollars of donations from these EA billionaires, how much damage that's done in terms of the public perception of AI. And to to point earlier, I mean, we are going to have like probably a hundred new EA billionaires as a result of the anthropic IPO. And as those people find their way into politics, it will be like George Soros times 100 or a thousand. >> Going to have 20 NOS and 50R people working for them. It's going to be nuts. And yet, despite that, markets look like they are absolutely ready to rip. Want to rip, explains macro expert Raul Paul. Raul explains that speculative positions in markets right now is flat. Nobody is long and he thinks that's a setup. Financial conditions lead the ISM by 9 months, he explains. So his view ISM dips trades sideways into early 2027 post midterms, but no serious tightening because we're in the biggest capex buildout in history and the monetary spots haven't even begun flowing enough yet. So you know, kind of a bullish outlook here. >> Markets look like they absolutely want to rip. ISM versus Financial Conditions. Financial conditions leads everything. It is the daddy. And why is it the daddy? because it's rates and the dollar and the dollar is the big one here. So rates and the dollar here, this is three months rates and the dollar as financial conditions. Um it leads ISM. It leads it by nine months and it tells us that ISM, you know, we had that um this month was down a bit, should go up a bit and then it'll probably trade sideways a little bit into um the first quarter or two of um 2027 postmidterm elections. That's the hangover you usually get from midterm elections. But like the '9s, I don't expect financial conditions to tighten dramatically. I think it's ongoing because of the biggest capex buildout in all history has to be financed along with the government has to be financed. So they have to let the monetary spiggots continue to flow. >> And of course the big catalyst that I don't think markets think is actually going to happen is the clarity act. And it might not happen, but it also could very well happen. last chance to pass until 2030, says Senator Cynthia Lumis, who is encouraging a vote, just like everybody is encouraging a vote. It It's a risk. Nobody's going to agree on everything, but let's vote. Let's pass it. She says, "Nobody spins a phrase quite like Senator Kennedy, who agrees, we've talked about it so much. Nobody's going to agree on everything. I'd rather have a back alley colonoscopy than go to another meeting about this. It's time to vote. >> I'm prepared to stay here as uh as long as it would take. I've been to I've been to a squillion meetings >> to talk about this stuff that could have been an email. I'd rather have a back alley colonoscopy than go to another meeting. It is time to vote. We're not going to reach agreement. It's time to vote. That's why God made votes. That's >> that's where I am anyway. >> So either way, we are going to know if the Clarity Act will pass or fail soon. And in other news, I bring this to your attention not as an endorsement, but just, you know, this is things you see in a bull market. Hunter Biden is a mainstream political celebrity and this is bringing attention to crypto. He's launching his own memecoin called laptop September 9th. We all remember his laptop scandal. >> Biden's laptop. The laptop Biden's laptop that the real laptop is the Hunter Biden laptop. Again, not an endorsement, but this is getting reported in the mainstream. According to the Wall Street Journal, Hunter Biden to launch a memecoin on Coinbase's base network. So maybe good for Bass. And the interesting tokconomics of this launch are as follows. The supply of the token is 1 billion with founders including Biden being allocated 30%. The tokens will be unsellable for 6 months and vest for over two years. 20% will be aird dropped in two rounds to wallets underwater on the Trump memecoin and to Biden's Substack subscribers and to a mailing list run by his friend Andrew Callahan, a video journalist. The remaining 30% will be burned based on specific criteria such as if the Democrats win the election in 2028, a new Bitcoin all-time high, or if laptops market cap overtakes Trump. Again, I bring this to your attention because this is kind of a mainstream thing, a bull market thing, and you know, just something that you need to be aware of. We're going to have a lot to share with you this week, so make sure you subscribe. This is a big week for crypto and we're going to keep you informed. Make sure you follow us on X as well. We're just about to hit well, we're you know, right in the middle of 2.5 and 2.6 million subscribers. See you tomorrow, my friend.