BITCOIN VS EVERYTHING ELSE

I do want to get into some of the things related to just the overall market changing hands, becoming a Wall Street market, how we plan on attacking the market because of that. There's no doubt that Wall Street has basically took over crypto in a lot of aspects. I feel as if most people are starting to see the writing on the wall that if you're a retail investor, you've got to adapt. You've got to change your approach. I'm curious as to see what other people are doing, how people are adapting. I definitely want to get into that. Some of the other things happening right now, Robinhood Chain, which has been very quiet, has come down pretty significantly on all the top names. We are getting a little bit of a bounce. Robinhood had earnings yesterday. It wasn't a terrible earnings for Robinhood. It wasn't all bad, but the market didn't love it. The market didn't love it. Their crypto revenue was down pretty significantly. They are getting a little bounce here at market open. They came down to $86. They're bouncing back up to 91 here today, keeping an eye on it. The earnings weren't as bad as the sell-off was after market yesterday. In terms of Robinhood stock, I still absolutely love it long-term. I do think the crypto revenue side, a little concerning that revenue wasn't a little higher there considering that crypto and Bitcoin had a good run in Q3. It just shows us that even with that run that Bitcoin and crypto had, retail is not back yet. I think that's a great barometer because when retail is back, Robinhood's crypto revenue, you're going to see a significant advancement there. You're going to see a significant push higher. We just didn't see it. Just didn't see it. That was kind of interesting. I was expecting to see, because crypto revenue was down obviously since 1010, pretty significantly. Historically, crypto revenue has been one of the main drivers for Robinhood. They've just continued to add so many different businesses. They're up to $13 million revenue pieces within their business. They've added a lot. I was surprised to see that crypto trading bucket wasn't higher, at least in Q3. Remember what happened in August. Bitcoin went on a big run. It just shows me that a lot of that buying pressure wasn't coming from retail because that's where they go. It's kind of interesting. I extrapolated after listening to a little bit of the earnings call yesterday and catching a snapshot of, I try to at least get a snapshot of all the stocks that I have large positions in just what happens on an earnings by earnings basis and just get the highlights. That's the one thing that really stood out to me there. Robinhood chain, some of the tickers over on Robinhood chain, they aren't getting a little bounce here today. You got ponds up about 14%, artificial e-new up about 21%. I guess Trump came out yesterday and basically said that they are going to be banning artificial intelligence. No, no, no, no, not AI, the thing, the word. The mean of words. The word. It's now, well Elon has been at this too. I don't know if you've seen this, but this is actually really weird. I don't know what kind of psi-op or what the hell this is, but it's super intelligence, super intelligence. That's what you got to say now. You can't say artificial intelligence. It's super intelligence. Is it because the word artificial is like demeaning or something? Artificial makes it like it's fake? Maybe? When I hear artificial, I wonder if this bodes well for artificial super intelligence alliance or whatever. FET. I wonder if FET got a pop. Let me see. Because they got it in their name, right? Super intelligence. Alliance? Are they getting a little pop here? Let's say, no. Okay. Super intelligence. I wonder if superverse got a pop off this. Because it was weird because artificial enue got a pop off this, right? And so like, is that like hilarious meme coin kind of, you know, thing happening there? Now the one that did pump was SI, the meme coin on Salana. This thing got a pretty good pop. It's up 36% super, it's called super intelligence, SI. So that one did see a pretty decent pop on this news yesterday. Thought it was interesting on the last man. You know, I don't know if that really means anything for us as investors, but yeah, I guess we're going to have to stop saying that. But yeah, pretty good pops across the board on Robin Hood chain right now. I mentioned ponds up a little bit, artificially new up a little bit, orbio up a little bit. Some of the stock pairing tokens bouncing a little bit. So good to see there. And I do think what we saw on Robin Hood chain was not a fad. I was hearing some people already start to talk and say, up, you know, this is, this is base chain again. You know, they're going to leave it for dust. This is just the base chain all over again. I don't think that's the case. I think Robin Hood chain is going to have a little, you know, a little bit more juice behind it. And the fact that they had their little pop here, like prematurely in terms of like where we are in the market, I think that's good. You know, kind of doing its thing in the early bull market phase, which is where I think we are. So just some thoughts around that guys. Make sure you hit the purple pill. All I see is a four down there that's embarrassing. That should be like 44 by now. Let's just embarrass. Just shut it down, dude. A four. We'll be back tomorrow, guys. It's embarrassing. Absolutely embarrassing. So hit that purple pill, guys. Come on up here. And if you got some alpha, you got some, you got some things you want to get off your chest. Come on up here. Glad to have you up. But chain link also looks pretty good. That's another top ticker that I've been watching. It's shown a decent amount of strength over the last several months. Holden up there pretty well. Same thing with, I mean, obviously near protocol. We talked a lot about that one. Looks pretty strong, too. And you know what, midnight, midnight on the privacy side has held up pretty nicely as well. You know, they had a really nice rounded bottom that started back in mid August. Had a nice run up all the way to over five cents in earlier this month. We came back down a little bit over the last couple of weeks. They had two red weeks, but this week showing some really good momentum. So maybe finding a little consolidation here around the 4 cent spot for midnight watching that one. Maybe getting ready for another break, breakthrough moment. I mentioned Pepe right at the top, man. Pepe continues to look very, very strong here. You know, you're getting back to levels that we hadn't seen since January of this year on Pepe here. So two strong weeks here, back to back. It's been, it's just been slowly, but surely, you know, since bottoming out in June, creating higher lows. It hasn't had a blow off candle. It had a really good weekly candle in August. That was kind of like the initial kickoff phase. In like mid August, you know, come off the bottom. It had come off the bottom a little bit in June and then it had that really strong week in August. And we haven't really looked back since there. It's, you know, but it's been a slow grind. It hasn't taken you by storm or anything, but it's definitely shown quite a bit of strength compared to. The rest of the meme coin market for sure. It's clearly been the leader in the large cap space for meme coins hands down. I mean, not even close. Let's see here. The stock that are one of the stocks that I've been watching closely here over the last few days. I've got a large position here is micron. Micron just through a mean wick up today. It's up about 7% now up over 8% on the week. So watching micron here. The year to date chart looks really strong. You know, back in July, it had that big sell off. You know, down near $700. And you know, that's kind of our line in the sand here. I mean, we just came down to about 850, but bounced off it pretty strong. I still think, you know, micron looks really good. I think it's undervalued still. And that's hard to say for a trillion dollar company, but, you know, I just think I'm really going back. Like in terms of the AI trade, I really just want to go back heavily into the big names for now until the dust kind of settles and you see what's what. The first thing I wish I wouldn't have done during the AI build out here phase. And I did pretty well from an investment standpoint. Could I have done better 100% and the way I could have done better is really just get more concentrated in some of the bigger names because the drawdowns that we saw were pretty significant, especially in some of the smaller names. And there's just so much to pick from, right? So then it's hard when you when you kind of spread I spread myself a little too thin. I mean, luckily I was still really positioned well in an a IPO, the ETF that I like and DRAM. So DRAM is the Round Hill memory ETF, which also looks really good today and looks really good on the past week or so. And honestly, if you look out to the three month and the yearly the year to date chart, if you look at the year to date chart on DRAM and you look at the year to date chart on micron, they look identical, which is kind of interesting because DRAM. I mean, has micron in it, but it also has, you know, Samsung and SK high nix, basically all the big plays in the memory trade. But literally, man, if you look at the year to date charts on both of these, they look like great setups. And, you know, if we, when we get back into an AI run, like these are the names that I just want to have a lot of. And, you know, be a little bit more selective with some of these smaller cap names for right now. Yes, there will be some parabolic moves, but, you know, it's going to be hard to identify. There's, there's, there's just a lot going on. I'm just trying to simplify my life there a little bit within the AI trade. And that's it, basically. So, you know, San disk is another name that just went ridiculously parabolic. That one's still kind of finding its footing a little bit, but honestly looks looks pretty good. I mean, year to date chart looks very similar to those chart to the DRAM and the, and the micro chart. If you just look at the year to date chart, I mean, they kind of set their lows in July. They came down close to those lows here recently in October and it looks as if right now they're bouncing off of those. So, I like the setup quite a bit for some of these big AI names. And, you know, I think some other names there to watch. I've got exposure to bloom energy in AIPO might the ETF, but bloom energy still looks really good here. And if you're front running alternative energy, which is basically saying, hey, you know, the Democrats are going to get in here. And they're going to be able to have a say so on what, you know, what goes on here in some aspect. Then the setup on bloom energy. And if you look at this chart, man, it looks a lot like those other ones. It's kind of wild. If you look at a lot of these big names, like the bottom was July 29th, man. Like July 29th was like the fricking bottom for all these charts. And October 23rd, right around that time period, looks to be close to the bottom of like this pool back that we're currently experiencing. And blooms bouncing off of that, those levels right now. It's still down 24% on the month. I think there's some great opportunity in some of these names. So, I really like to set up on bloom.