Description
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00:00 Intro - Market is a bloodbath today
00:10 Rekt plebe portfolio
01:05 Uncle portfolio - XRP only
01:25 Peter Schiff portfolio - PAXG
01:50 End of December tax loss harvesting season
02:37 Relief rally in January? No new buyers yet
03:02 Tom Lee will be way more calm in January - No incentive after Jan 15th shareholder meeting
04:02 Tom Lee compensation package is around 100M - Breakdown explained
06:48 ETH performance is bad - Too much sell pressure
07:19 Expectance of the shitters and what to do
08:02 Calculations for -70 to -90 percent - Is another -70 percent
09:21 MSCI MSTR FUD needs to be cleared in January. Jan 15th as well
10:59 Relief rally after Jan 15th
11:22 Blue chip L2s are down bad - XRP is performing better than L2s
12:29 Schizo portfolio - HEX outperformed OP
13:07 Conclusion - No meaningful recovery before BTC goes into a bull trend again
14:15 Shout out to Bullmania - Last chance this week
15:00 Portfolio poll
16:20 Q1: Started to derisk after Oct 10th
18:19 I want bull market back
18:39 BTC monthly return chart - mimicking 2018
19:32 Urkel - Did Tom Lee flip flop
20:31 Q2: Oct8 should be a national holiday?
21:00 About Tom Lee compensation and credibility
23:01 Crypto ETPs could see a flood of liquidations in 2027
24:30 Crypto is dead - article and reflection
26:04 Q and A
26:11 Q3: Views on Axelar?
27:42 Axelar exit scammed? Great tech is not a valid argument anymore
30:11 Q4: Pumpamentals?
30:21 Outro