"When there's no demand, when the price of a bond is dumping, the yield goes up because imagine you have a money machine, it prints $10 per day, and the price of it goes down, it means that that $10 per day is now a higher percent of the price of the money machine."

"I think it's very very likely that the bear is going to end within the coming months likely in September, October in Q4 uh 2026 and then and then 2027 is when the real big fat bull is going to happen with all of the altcoins going parabolic with all of the different other things happening. "

"At some point, the prices will have to be hiked a lot, a lot. But, but, but, but, before that happens, they go IPO, trillions and trillions and trillions, team cashes out, founder cashes out, and then of course they're going to still not try to build it. Maybe they figure a way to make it work. But, the most important thing is that we need to be careful around these IPOs. "

"If he stops paying dividend it wouldn't surprise me if this stretch falls to maybe 60 I mean maybe 50 who hell knows it needs to it will fall to the value without the dividend which is like micro strategy stock so you can try to calculate how much that would be. "

"I think there's going to be such a big capital rotation from AI, from all of the tech stuff back into crypto, why you will have AI getting squeezed by political pressures. We don't see it yet, but likely towards the midterms, especially as the next presidential race starts, which is next year, we're going to see more and more of, you know, the candidates who's going to be candidate for Democrat, for Republic. There's going to be a bunch of politicians trying to save the average pleber from AI, which will mean massive AI taxes. "