BITCOIN TODAY 🔥💪❤️ by Terence Michael

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本次播客围绕比特币分叉争议及乔·卡拉斯(Joe Carlas)的新书《Dejure》展开,探讨了分叉过程缺乏规划、书中以叙事形式科普比特币的特点,以及比特币友好的读物推广。 - 对比特币分叉(如BIP 110)的批评:讨论认为分叉推进缺乏长期计划,节点支持率低(约2.5%),存在“移动球门柱”和“煤气灯”式的叙事转变。 - 乔·卡拉斯的新书《Dejure》及有声版:该书将于9月1日发行,有声版由演员演绎,融入多种角色声音,增强戏剧性,旨在以类似《绝命毒师》的叙事吸引非技术读者。 - 书籍定位:面向对比特币或经济学零基础的读者,提供准确但不技术化的介绍,同时包含谜题元素和比特币购买选项。 - 轻松闲聊:期间穿插了芝加哥天气、披萨品牌等生活话题,调节了播客氛围。 结论:比特币领域持续存在争议,建议关注《Dejure》作为入门读物,并以娱乐方式向他人科普比特币。

Transcript

Like, no one. Terence, remember when we were doing months and months of BIP 110 only on this show, we actually had these guys up here and we were asking them these specific questions like, okay, what's the long-term plan if this fails? What's the long-term plan if this succeeds? There was no long-term plan on either because I had those questions ready to roll at that time, but there was no plan. Traditionally, some of these other forks, they had things already in the bag at this point. They figured out what the ticker would be, they'd been talking to exchanges, etc., trying to plan ahead for the scenario. These guys are just flying by the seat of their pets, completely in the dark, completely winging it. Well, they might have plans, but maybe they're planned. Maybe they're completely- They're keeping from a mystery then. No, but maybe they really do believe that it's just BTC, that we are the ones that are hard for Keem. That doesn't make any sense. No, I know. It doesn't make sense, you know, historically what's always happened. It just seems a little bit like gaslighting or changing- There's a ton of gaslighting going on. You know? I don't know. It's, Terence, it's like them saying that the nodes didn't matter. That's suddenly the new narrative. But in actuality, the nodes had tons of time. Like the nodes were the first. Like what do we get? Like max around 2.5% of nodes, even if something has shot down this hard, like that's a message. That is- Lauren, roughly, is matter in a game that I win. If I lose the game, the referees don't matter. That's a good point. But we're actually changing the rules, moving the goalpost, doing everything in this game. That's a lot of- I know. There's a lot of shenanigans going on. Anyway, we digress. Are you going to say hi to Tiffany? Let's do that. Hi, Tiffany. Hi, Lauren. Hi, Lauren. Hi, Terence. Good morning, Bitcoin today. Good morning. Dom, what do you have to do- Did you go ahead? I was going to say, well, go ahead. Let's say hi to Dom and Natalie. Yeah, I was going to see what it would take so that we could play his audio clips again. What do we have to do? You don't have to do anything. Oh, okay. I was just going to look. If you bring up Joe Carlos' sorry, I invited you. Who's book uncomfustatable comes out September 1st. I literally have, they're like, I'm waiting checking the mail daily. I know. I ordered it. Joe, come up and tell us about your book. If you're really a stri-up, you can't take this book. Then you can play the clip. He's probably standing in front of a judge right now and he's got his earbud in and he's just- he wants to tune in so bad but he can't. He's probably busy. He's been debriefed. Okay, listen up, Don Skies. Joe is here. Listen up, Don Skies. Joe is here. Hello. How are you? Good morning, everyone. Good morning, Joe. Great to have you. Yeah. What's the topic? Dejure. Dejure is your book. Joe, did you do the audio version of your book? I did not. We have an actor out of New York who did it. He is disappointing. He absolutely crushed it. No, it's not disappointing at all. He- I mean, I was listening to it the other day. I got the early drafts of it and he crushed it because there's a lot of different characters, a lot of different voices, female voices, stuff I could never pull off. He turned it into a real audio drama. It's- I couldn't be more happy with his performance. I could tell he really put a lot of passion into it which is something I really appreciate. Yeah, I'm actually really excited. I had my Bitcoin on a cold card and it was stolen. Come on, Joe. I just want to buy my Bitcoin. I don't think the characters are English. It's not Mrs. Doubtable. I mean, dude, you don't know that. You've ever read the book. But I just obviously, Joe, I would have liked a shot just a chance. Well, there's always the sequel. Honestly, there's a lot of people that don't sit down and read books anymore. They like to listen. That's why this platform exists. And I'm really happy that if they're listening to it, they're going to get a full narrative with great acting. Like, fans likes to watch. What's that? Oh, Tarence, he prefers to watch. Oh, well, yeah. I mean, I love audio books. Yeah, he's a movie maker. He prefers the visual. Well, audio books are huge. They're growing. It's one of the fastest categories of fiction growth. So I really wanted to knock it out of the park. I'm excited. This has been a long time coming. I'm sure you're sick of hearing me app about it. But it's going to be fun. A lot of themes, a lot of stuff we talk about. Bitcoin and its role. The cool thing about it is I think if you know absolutely nothing about Bitcoin, if you just want, if you like, breaking bad type shows, if you like, John Grisham novels, you can pick it up. You can learn a lot about Bitcoin. It's accurate. It's not going to frustrate you to a technical perspective. But it's going to be an engaging narrative. I'm pretty proud of it. I really can't wait to get the feedback. Good, bad, or otherwise. Joe, people look, I pre-order three copies. What they can pre-order on Amazon. Where's the spark? You can pre-order on Amazon. There's somebody setting up a bookstore for me to be able to buy it with Bitcoin. There's some people that want to buy it with Bitcoin, which is cool. There's sort of a puzzle in the book itself that I'm interested to see how quickly it cracks. Let's see if AI can take it out. But yeah, it's going to be good. And the most important thing I think is that if you know somebody that may not sit down and read like a long-winded book about the history of money or something, the Bitcoin standard, hearing about like rocks on islands, they might want to just like read like a breaking bad and it type narrative. I think it's a good introduction to Bitcoin. That was the goal. It really is focused on providing a layman's introduction. There's a lot of people that couldn't care less about economics, macro economics, etc. And they'll sit down, they'll watch the big short, and they'll really like the narrative. That's obviously based on a true story. But they learned a lot. You learn a little bit in a way that I think is more digestible for people. Most people do not want to learn. I think they want to be entertained. So my goal was to entertain them. So you're saying in your book you have hot girls in a bathtub explaining Merkel trees? There are, you know, there's some scenes. There's some steam in there. Hey Joe, not to switch topics. We didn't get to connect in Chicago. But dude, I got caught, I don't know if it was a quiz. Last weekend or weekend before, I got caught in the legit Chicago thunderstorm just caught me and I got so much. I've had terrible storms. I was without power for 72 hours. It was, it was awful. Really hard to work without power. Yeah, I mean, it's been real bad. Real bad summer. Tons of vicious storms have rolled through a lot of property damage. I lost five trees on my property, which is just awful. If they're really really old, beautiful trees that are no more. Yeah, everyone's, I was trying to seek refuge in aluminum altes. And you're like, oh, it's not aluminum. Lou, Lou Mount Notties. At first, I thought people would tell you Italian. What's going on? I thought people were telling me like, oh, you got to try this deep dish of luminotties. I know. I got to give you the alpha. Yeah, too far, too far, too far. What about Lou? No, we're doing. No. No, Gino's, I went for, I went for, I went for, and it was pretty good to hit the spot. Lou isn't the same man. I used to go there 20 years ago and went back this summer. No, it's a chain. Yeah, it's not, it's not even closed. I tried to give him a sense of super-discipline. I mean, big corn is a chain. I don't want to get in the cab. I'm like, okay, sorry. Yeah, I also got stuck in a thunderstorm coincidentally this summer in Chicago. So can we talk about something bullish for a second here? Honestly. Yeah, seven AM green candle. Okay, listen, I don't, I keep a couple indicators, some of which are my proprietary things. This is a top, let's see, let's hit the real-time data. Okay, this is a top four day in the last five years of divergence between NAD and Zack and Bitcoin. NASX selling off hard. It's down 1.6% and we got green Bitcoin. That's pretty great. And I'm really excited about it. Obviously, no crazy, God candles are crazy moves. But to be able to weather a storm where you have mega cap tech just puking and for Bitcoin to be even flatter green is really bullish in my opinion. But, you know, we'll see what the NAD says. I have to say. A green, no, it's a GC there was a little baby green candle at 7 AM. I just have not used to seeing that on the chart. I saw that I go, what the hell is this? You woke up with a baby green candle? Seven AM? Wow. I just kind of personal. I struggled, I struggled to see where this wave of sellers is going to come from. You know, you got all these cycle bros saying we're going to 40K still in October. You know, just check the calendar. You know, you get like 60 days, 9 and 60 days till the end of October. Where's the wave of sellers going to take us to 40K? Who hasn't sold our like? Yeah, yeah, no. No, no. In this, you have that you weather the entire year and are now thinking about selling. No, I think I think you're right, Joe Sellers. Gary brought up in a space the other day. Where does the new wave of liquidity come from, Joe? Do you think easy, piezie to catch liquidity? Like, you know, it wouldn't even be a blip on the news with how much is going around or do you kind of see a route where liquidity kind of finds its way back and makes it. First of all, first of all, other than NGU. First of all, I always think it's hilarious this liquidity argument because there's a whole big pot of a trillion dollars that sits out there that is what I call fast money. They literally just move from asset to asset, quarter to quarter chasing whatever's moving. So why does that matter? Because, you know, the money went to gold and some of these other speculative things and then it moved to semi-conductors and AI and software and then that sort of ran its course or is running its course. And all that needs to happen is Bitcoin needs to start running again. And people will literally throw money at a moving object. They don't care. And you know, some of these, so I represent a couple hedge funds and they'll just tell you, they're pure momentum. They're like, I buy what's moving. That's it. Like, you know, there's an old saying, I think it's Soros, he said, when I see a bubble inflating, I rush through the bubble and make it bigger. Like, you know, to me, I don't think it needs some like fundamental narrative. We need to do much more than just get moving again, get back up into the 70s or 80s, have the people that sold in the 80s and 70s start to panic and phone mobile back in. You retake 100 people are saying that's it. We're going to new all-time highs, more liquidity. It's like a snowball down a hill. Like, how does a snowball become, you know, an avalanche? Well, you know, it starts rolling. You got, you got to start rolling. If Bitcoin can start rolling, it can break through this sideways consolidation you've been in since basically February, right? Like, we were 60K in February, guys. And we're 65K right now. Like, it's basically been a year of just chopping around. Yes, you had a day or two where you went under 60. And then you reclaimed it. Now you've been, you know, above its solidly for time. And, you know, maybe you go back down to 50. I don't know. But to me, like, I just don't understand the narrative for people that are saying, all we're going to 40K or some much lower number. It doesn't seem to make any sense. Joe, do you think the delay in the Clarity Act will prevent us from reaching new all-time high this year or at least above 100K? No, I don't think it matters quite honestly. I think all Bitcoin needs to do to run and start moving higher. Because people will instantly shift on a dime. Like, let me just tell you, there are, I go into some of the TA rooms because I like hitting my head against the wall. And what they'll say is, well, you want to buy a breakout above the 200 day. You want to break out above 75K, whatever. After we, after it goes to this level, we can say with high confidence, the bottom's in. And that's literally the sort of simplistic thinking that some of these guys do. They're like, once it breaches this level, which you know, Bitcoin respects, I mean, this is how they talk, not me. But they say, once it breaches this level, it's going higher. We know it's going higher. So deploy your capital on the breakout. And by the way, there are stupid bots that do the same thing. They literally will just buy, you know, it breaks above levels. I know for a fact, there's the fund, one of the funds that I represent, all they do, their entire strategy, and they've done this for almost a decade now. They buy the 200 day when it breaks above it, and they sell it when it breaks below. It's literally the entire strategy. And you can pull, it's not some rocket science. It'll tell you, it's pretty simple. Bitcoin breaks 200, but when we have, we're out, we sold everything. Bitcoin breaks back above it. We're in. We're riding that, that, you know, that tiger higher. Yeah, FOMO really never goes away. It psychologically is funny to me, because everyone knows about it. They want to avoid it. Like now's the quiet sideways time. It's a perfect time to be stacking. But it's not until we suddenly have these big green candles and we're at 75 or 80, everyone's like, oh my god, I got to get in now. You know, I don't know what I'm doing. But it's human nature. Like I really do think that people want to move and hurt. Nobody wants to be standing outside of the herd, right? When you walk past, what restaurant are you're more likely to want to get into? The restaurant that's packed, that has a wait list out the door, or the restaurant that has Don Bay sitting alone drinking a martini. Well, Don's at Apple Bay, so I'm not talking about it. Joe, why? What did I do for that? Is that the shirt you're wearing? Is that what I am in the book? Is that the key? Is that what I am in the book? Yeah, his name is Dom. He's alone. He sits there sad, drinking his Apple TV. It's across all life. You want to wear the hot clothes. You want to live in the hot area. You want to run with the cool kids. Like this is just, there's so many people that are just programmed to just not think. I mean, when everybody's buying Bitcoin, everybody else wants to buy Bitcoin. When no one's buying Bitcoin, nobody wants to buy Bitcoin. Except for Bitcoin or Joe, they don't want the hot thing, the ETF. They want to sit in the garage and roll dice. They want super planet. They want the new super planet by Meta Planet.

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