Occam’s Razor Meets Metcalfe | Treasuries @ Tipping Point 🔥

👋 JOIN THE FAMILY: http://www.patreon.com/investanswers 📈 IA MODELS: http://www.investanswers.io 🧠 FREE INVESTOR PROFILER QUIZ: https://investor-profiler.investanswers.io 📬 IA NEWSLETTER: https://investanswers.substack.com 🪙 IA CRYPTO COMPENDIUM: http://investanswers.io/crypto-compendium ⚙️ IA SCP Profiler: http://investanswers.io/scp-profiler 🌐 TradingView Referral: https://www.tradingview.com/?aff_id=27663 DISCLAIMER: InvestAnswers does not provide financial, investment, tax, or legal advice. None of the content on the InvestAnswers channels is financial, investment, tax, or legal advice and should not be taken as such; the content is intended only for educational and entertainment purposes. InvestAnswers (James) shares some of his trades as learning examples but they are only relevant to his specific portfolio allocation, risk tolerance & financial expertise, may not constitute a comprehensive or complete discussion of such topics, and should not be emulated. The content of this video is solely the opinion(s) of the speaker who is not a licensed financial advisor or registered investment advisor. Trading equities or cryptocurrencies poses considerable risk of loss. Kindly use your judgment and do your own research at all times. You are solely responsible for your own financial, investing, and trading decisions. 00:00 Introduction 1:29 Where to Ask Questions 1:38 This cycle, could the treasury company frenzy serve as the leverage that will end the cycle? 02:21 The Cycle of Life in Bitcoin 04:54 Analogy: The Forest Fire 06:18 Why Bigger Players Move Slower 07:14 Treasury Cohort are the Stackers of This Cycle 08:34 Nav Premiums Will GO to Zero When Tide Turns! 11:14 Is this a good time to swap btc for sol? 11:29 TA say Yeah ! 12:32 Pumpamentals and Nine New ETFs Incoming 14:26 Could the team/panel provide thoughts on potential impacts of the tariffs pause and trade agreements in the month of July? Can we expect some bottom fishing? 14:48 Global Macro and Market Reactions 15:14 Tariffs Generating Well over $300BN in Rev 15:44 Tariffs Postponed Again 16:09 Ran from Crypto Banter recently shared your compendium comparing Solana to Ethereum. He argued that Solana should be compared not to Ethereum itself, but to Ethereum’s Layer 2s—like Arbitrum—when it comes to speed, throughput, and scalability....Curious to hear your thoughts—how do you see this dynamic playing out for Solana over the next cycle? 17:26 Circle Mints $5.5BN on Solana in Q2 17:51 Japan’s Digital Native Bank Creates SC on SOL 18:36 Top 10 Chains - SOL does 72x ETH Tx 19:22 Rem SEI does more Tx than SUI 19:41 Users and Transactions 20:02 Dex Volumes 20:20 Why ETH Fails IMHO… it is an Issue of Logic! 22:26 ETH vs SOL is a Class Occam’s Razor 23:27 Users, Connections, Transactions - WINS! 24:38 I have Tsla mstr Hims dfdv nvda 3925% roi. As we go into the Bear market, how do we work with the model? Can we add cash as an asset and let the model rotate into cash or do we switch the thing off! 25:49 How to Position Yourself for 2030 and IA’s New Mag 9 26:21 Other Names 26:34 Dr Sanjay Sortino Rankings 28:58 Some of my assets are in hot wallets like trustwallet and phantom. In preparation for taking profits is it best to place e.g., BTC into a centralized exchange (Robinhood) to swap out to USDC or should we just do that in the hot wallet? Would I get a better slippage either way? I find it that the market sell price on the CEX are much lower than defi. I.e., if the decision is to sell. If choosing not to sell would you wait for CEP to accept BTC (for yield) directly without tax implications? 30:21 Coinbase Fees Literally Daylight Robbery 31:23 DEX vs CEX 32:06 Hot Wallet Security Tips 33:21 Sure enough, NSE (India) and BSE (Bombay) VoltAmp Transformers Ltd. But here’s the best part: It’s skyrocketed in the past 36 mos. Low debt (website says “no debt”) Was +650% in 24 mos, then MR, then back to +400% and obeying Fibs very precisely. This one is volatile, looks like an energy play in India (which I think is bullish), and I had to share, in case you ever dabble in the international exchanges ! Take a look at the chart and let us know about these types of international assets? 34:18 How VoltAmp can Help Transformer Bottleneck 34:49 Transformers are the new AI Constraint! 35:36 Elon Stockpiling Transformers 36:04 VOLTAM Great Financials 36:23 VOLTAM Killer Chart 60% upside 37:15 With your goal of increasing Tesla to 50% of your portfolio, what would your ideal portfolio percentages be across your five main assets today (Tesla, MSTR, BTC, SOL, and NVIDIA)? 37:30 Tap Dancing Shoes 38:35 Tesla Boomer Mama Nails it 40:13 Helping Animals