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welcome to money is freedom

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a podcast

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exploring how finance and freedom connect in our lives

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created from thoughtful research

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and narrated by Notebook LM AI

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this series brings you clear

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meaningful insights into finance and beyond

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in today's episode 3 will make it clear

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Bitcoin surging its dominance near at 73 grand

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its hit the spot near all time highs

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but now what

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we'll dive into cycles liquidity tight

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why Bitcoin shines in this kind of light

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alt coins falter as dollars are cut

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monetary shifts ahead but now what

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whether you're seasoned or just taking a shot

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join us to see what's next in the plot

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navigate the cycles the twists and the knot

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bitcoin soaring high but now what

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hey everyone and welcome back for another deep dive

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yeah it's great to be back

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today we're going exploring the world of cryptocurrency

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woo exciting

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but with a twist a twist

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we're gonna be talking about how cryptocurrency

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is influenced by the Federal Reserve interesting

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so today our guide is this article called Bitcoin

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Cyclical Patterns

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and the impact of Monetary Policy on alt coins

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okay by chaos of money

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all right um

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and so

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I'm sure most of our listeners have heard of Bitcoin

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right but have you ever noticed that

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it kind of goes through these like

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boom and bust cycles yeah

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and then we have all these other cryptocurrencies

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like alt coins yeah

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and it seems like sometimes they just explode in value

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out of nowhere it really does seem random

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yeah sometimes

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so what's fascinating is that these two worlds

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that seem very separate yeah

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are actually really connected

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yeah and the feds actions

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like adjusting interest rates

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and controlling how much money is circulating

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have a surprising impact on these crypto cycles

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yeah so let's break the stone first

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can you tell me about this Bitcoin

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four year cycle thing yeah

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so the article mentions these having events

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okay

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where the reward for mining bitcoin gets cut in half

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every four years so imagine that you're a gold miner

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and every four years

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the amount of gold you find in each nugget

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gets cut in half okay

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you'd have to work twice as hard to get

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the same amount of gold right

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well

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that's essentially what happens with Bitcoin having

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oh wow it creates this predictable pattern of scarcity

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and as you know yeah

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historically when something becomes scarcer

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its value tends to rise right

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supply and demand exactly

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so left bitcoins entering the market

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yeah and then boom

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the price goes up yeah

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but the article dies a little bit deeper than that

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okay and talks about bitcoin dominance years okay

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what's that all about so

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the article

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kind of breaks the 4 year cycle down even further

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okay and suggests that there are certain years within

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the cycle where Bitcoin tends to outperform

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um so it suggests that the midterm pre having

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and the having year itself are when

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bitcoin kind of rains supreme

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so it's Bitcoin's time to shine

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yeah during these years

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yeah and then it's outperforming all those old coins

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right so

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there are times when

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it would be more advantageous to be bitcoin heavy

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yeah in a portfolio

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that's the idea the article puts forward

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and this is where the Fed comes in yeah

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so picture this

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the Fed decides to tighten monetary policy

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okay and essentially

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they're like a giant vacuum sucking up liquidity

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yeah out of the system right

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so what happens then

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well people get nervous

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right and investors get anxious

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and they tend to flock to

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what they perceive as the safest asset

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in the crypto world so bitcoin

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bitcoin exactly

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it's like the gold standard of crypto

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yeah you could say that

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so Bitcoin's dominance rises

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during these periods of tightening

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yeah but what about all those other cryptos

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the alt coins yeah

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when do they get their time to shine

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so that's when we enter alt season

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alt season yeah

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okay and it's this period where all of sudden

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alternative cryptocurrencies are alt coins

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start to outperform okay

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and it's typically when the Fed

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loosens its grip on monetary policy

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okay and pumps more money into the system

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increasing global liquidity

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so it's like the Fed is throwing a party

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exactly and everyone's invited

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everyone's invited especially those risky

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more speculative old coins

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especially those okay

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yeah because when money is flowing freely

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investors feel more adventurous

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right and

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they're willing to take bigger bets on less

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established cryptocurrencies

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so everyone wants to be the next bitcoin right

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everyone wants to find the next big thing exactly

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but the article mentions that it's not just the feds

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actions that drive these altcoin rallies right

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so sometimes

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individual alt coins just have their own stories yeah

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they have their own fundamentals

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and they're the things that really drive the price up

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okay so give me an example

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um so let's take Ethereum

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remember the Ethereum merged

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that was a big event yeah

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it was big news yeah

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that was when they switch over from proof of work

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to proof of stake right

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and it made the whole system much more energy efficient

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exactly and scalable yeah

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and it LED to a huge price rally for Ethereum

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even though

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it happened during a period when Bitcoin was

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generally dominating

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so even in a Bitcoin dominance year

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yeah an alt coin can still break out

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if it has a really good story

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right if it has strong fundamentals okay

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so it's like a combination of

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the macroeconomic conditions

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yeah and internal project breakthroughs

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right that cause these altcoin rallies exactly

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it's not just about writing the waves

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created by the Fed right

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it's about identifying

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the altcoins that are paddling the hardest

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okay and have the most potential to catch those waves

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out of it

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the article also mentions this analyst named

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Benjamin Cowan from

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into the cryptoverse okay

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and he's been tracking these Bitcoin dominance years

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okay and what has he found

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so his analysis has observed that

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during Bitcoin dominance years

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Bitcoin tends to attract the lion's share investment

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and it draws capital away from alt coins

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so it's like a tug of war yeah

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between Bitcoin and alt coins right

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and the Fed is like the referee

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exact tilting the playing field

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yeah that's a great way to put it

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okay so let's get practical okay

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what are some key takeaways here

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for investors who wanna navigate the crypto world

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first timing is everything okay

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if we are in a bitcoin dominance year

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as Cowan suggests we might be yeah

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it might be wise to lean towards Bitcoin okay

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so if the Fed is tightening and the economy feel shaky

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bitcoin is the safe haven

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that's the idea okay

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bitcoin is like that sturdy

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oak tree that weathers the storm right

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while those more delicate

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alt coins might get blown around a bit okay

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but even during those bitcoin heavy times yeah

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if I am interested in alt coins yeah

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I should look for projects with strong fundamentals

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exactly so remind me what is a strong alt coin

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imagine you're looking at a company stock okay

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you wanna see real world use cases

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you wanna see a solid team behind it

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okay and

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you wanna

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see evidence that the project is actually solving a

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problem got it

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don't chase hype

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look for substance

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so solid fundamentals over fleeting hype right

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okay what else

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pay attention to what the Fed is doing yep

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they're like the conductors of the economic orchestra

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okay and their actions send

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ripple effects throughout the markets

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so what should we be watching for

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keep an eye out for things like interest rate cuts

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and balance Xi expansions okay

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these are signs that

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the Fed is loosening its grip on the money supply right

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and that tends to signal a potential alt coin season

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so we should be checking the global liquidity index

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regularly yeah

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exactly got it

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the article also mentions something called

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thinking in Bitcoin terms yes

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what does that mean so

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instead of just looking at an alt coins price

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in US dollars what can be deceiving okay

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you should analyze it in relation to Bitcoin okay

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so give me an example

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let's say an alt coins price is going up in dollars

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it might seem like it's performing really well right

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but then when you check its price chart against Bitcoin

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yeah

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you notice it's actually flatlining or even declining

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so what does that tell me

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it means that it's not actually gaining value

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oh it's just being pulled along by

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Bitcoin's overall market movement

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so it's not really performing well on its own

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exactly it's just being kind of propped up by Bitcoin

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yeah it's like a boat being lifted by the tide

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rather than powered by its own engine

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oh that's a good analogy yeah

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so thinking in bitcoin terms

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can be a very powerful tool

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okay so we've got these four year bitcoin cycles

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driven by these having events right

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we've got

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the Fed playing a surprisingly influential role

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in crypto markets yeah

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and we've got some

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actionable advice here for investors

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to help them navigate these cyclical patterns

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it's all connected yeah

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and it can get very complicated

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yeah definitely

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but this is just one perspective right

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one deep dive into a very complex world

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you know what they say the more you learn

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the more you realize you don't know exactly

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um but speaking of going deeper yeah

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I understand that

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chaos of money also has their own podcast

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they do it's called money is freedom

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and I bet they dive even deeper into this stuff

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oh yeah

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on their podcast much deeper

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okay so I'm gonna have to check that out

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yeah definitely recommend it

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but before we wrap up this part of our deep dive

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I wanna leave our listeners with a question

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okay so

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the article that we've been discussing

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mostly focuses on the US Federal Reserve right

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but we live in a globalized world absolutely

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so what about all the other central banks

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yeah could their monetary policies also be

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impacting the crypto market

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that's a good question maybe even counteracting

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or amplifying what the Fed is doing

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yeah something to think about

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definitely something to think about

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so we'll pick up this thread in Part 2 of our Deep Dive

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sounds good where we'll be exploring some more

281
00:09:53,566 --> 00:09:55,766
practical applications of this knowledge

282
00:09:55,766 --> 00:09:57,966
excellent and offer some more tips

283
00:09:57,966 --> 00:09:59,666
for navigating the cryptomarkets

284
00:09:59,666 --> 00:10:02,900
so be sure to tune in for Part 2 of our Deep Dive

285
00:10:02,900 --> 00:10:04,633
we'll see you there and in the meantime

286
00:10:04,633 --> 00:10:06,600
happy exploring yeah

287
00:10:06,600 --> 00:10:08,200
stay curious out there right

288
00:10:08,200 --> 00:10:09,700
see you there bye

289
00:10:10,366 --> 00:10:11,066
so it's like

290
00:10:11,066 --> 00:10:14,266
we zoomed out from looking at just one country to

291
00:10:14,266 --> 00:10:16,100
like the whole world map right

292
00:10:16,100 --> 00:10:19,166
and suddenly we see all these other players yeah

293
00:10:19,166 --> 00:10:21,066
all these other central banks with their own

294
00:10:21,100 --> 00:10:22,666
monetary policies yeah

295
00:10:22,666 --> 00:10:24,200
that are all potentially

296
00:10:24,200 --> 00:10:26,233
pushing and pulling on the crypto market

297
00:10:26,233 --> 00:10:28,900
in different directions I never thought of it that way

298
00:10:28,900 --> 00:10:30,300
yeah it's a lot to take in

299
00:10:30,300 --> 00:10:31,700
it's like a giant tug of war

300
00:10:31,700 --> 00:10:34,200
with multiple teams and shifting alliances

301
00:10:34,200 --> 00:10:35,266
yeah exactly

302
00:10:35,266 --> 00:10:39,266
so how do we make sense of this global crypto puzzle

303
00:10:39,266 --> 00:10:41,066
right where do we even begin

304
00:10:41,066 --> 00:10:42,833
well let's bring it back down to earth for a second

305
00:10:42,833 --> 00:10:43,700
okay um

306
00:10:43,700 --> 00:10:45,566
imagine you're a listener

307
00:10:45,566 --> 00:10:48,766
who's just starting to explore crypto okay

308
00:10:49,466 --> 00:10:51,200
what are some key takeaways for you

309
00:10:51,200 --> 00:10:52,666
it can feel overwhelming right

310
00:10:52,666 --> 00:10:53,400
oh def

311
00:10:53,400 --> 00:10:54,866
especially when you're first starting out

312
00:10:54,866 --> 00:10:57,300
and you're hearing all this stuff about bitcoin cycles

313
00:10:57,300 --> 00:10:59,766
and the Fed and global liquidity yeah

314
00:10:59,766 --> 00:11:01,200
but here's the thing what's that

315
00:11:01,200 --> 00:11:03,066
knowledge is power and

316
00:11:03,066 --> 00:11:03,600
the more you

317
00:11:03,600 --> 00:11:05,833
understand about the forces that are driving

318
00:11:05,833 --> 00:11:07,233
the crypto market yeah

319
00:11:07,233 --> 00:11:07,766
the better

320
00:11:07,766 --> 00:11:10,300
equipped you'll be to make informed decisions

321
00:11:10,666 --> 00:11:12,400
so where do we even start

322
00:11:13,000 --> 00:11:14,066
well first and foremost

323
00:11:14,066 --> 00:11:16,800
remember that timing matters okay

324
00:11:16,800 --> 00:11:19,766
bitcoin tends to have these periods of dominance right

325
00:11:19,833 --> 00:11:22,633
especially when the Fed is tightening monetary policy

326
00:11:22,633 --> 00:11:25,533
and the global economy feels a bit shaky

327
00:11:25,966 --> 00:11:29,100
okay so if I'm feeling riskiverse

328
00:11:29,100 --> 00:11:32,300
yeah bitcoin might be the way to go during those times

329
00:11:32,300 --> 00:11:35,366
yeah it's often seen as a safe haven asset

330
00:11:35,366 --> 00:11:37,433
okay kind of like a digital gold right

331
00:11:37,433 --> 00:11:39,966
but even during those bitcoin heavy periods

332
00:11:39,966 --> 00:11:42,400
yeah it's worth keeping an eye on alt coins

333
00:11:42,400 --> 00:11:44,566
especially those with strong fundamentals

334
00:11:44,566 --> 00:11:46,233
okay so remind me

335
00:11:46,233 --> 00:11:48,300
what should I be looking for in an alt coin

336
00:11:48,300 --> 00:11:50,800
to know that it's a strong alt coin

337
00:11:50,800 --> 00:11:53,666
think of it like you're evaluating a company okay

338
00:11:53,666 --> 00:11:56,233
does the alt queen have a real world use case

339
00:11:56,233 --> 00:11:58,466
yeah is there a solid team behind it

340
00:11:58,466 --> 00:12:01,000
actively developing and improving the technology

341
00:12:01,000 --> 00:12:03,166
got it and does it actually solve a problem

342
00:12:03,166 --> 00:12:04,666
or fulfill a need in the market

343
00:12:04,666 --> 00:12:06,800
so it's not just about jumping on the hype train

344
00:12:06,800 --> 00:12:08,400
no it's about doing my research

345
00:12:08,400 --> 00:12:09,300
exactly and

346
00:12:09,300 --> 00:12:11,000
finding projects that are

347
00:12:11,000 --> 00:12:13,066
building something meaningful right

348
00:12:13,066 --> 00:12:15,066
and don't be afraid to dig deep okay

349
00:12:15,066 --> 00:12:18,166
read white papers explore the technology

350
00:12:18,166 --> 00:12:19,266
and really understand

351
00:12:19,266 --> 00:12:22,033
the problem that the project is trying to solve

352
00:12:22,033 --> 00:12:23,833
it's like being a detective yeah

353
00:12:23,833 --> 00:12:26,500
piecing together clues to uncover the hidden gems

354
00:12:26,500 --> 00:12:27,766
exactly and remember

355
00:12:27,766 --> 00:12:29,766
patience is a virtue okay

356
00:12:29,766 --> 00:12:31,633
the crypto market is still young

357
00:12:31,633 --> 00:12:33,966
yeah and it takes time for these projects

358
00:12:33,966 --> 00:12:36,533
to mature so no overnight riches

359
00:12:37,100 --> 00:12:38,866
it's more like planting a seed

360
00:12:38,866 --> 00:12:41,000
okay and nurturing it over time okay

361
00:12:41,000 --> 00:12:42,666
I like that analogy yeah

362
00:12:42,666 --> 00:12:44,366
the most rewarding investments

363
00:12:44,366 --> 00:12:46,600
are often the ones that require patience

364
00:12:46,600 --> 00:12:48,666
and a long term perspective

365
00:12:48,666 --> 00:12:51,266
got it so we've got risk management

366
00:12:51,266 --> 00:12:52,766
we've got diversification

367
00:12:52,766 --> 00:12:54,400
we've got strong fundamentals

368
00:12:54,400 --> 00:12:56,200
right and patience

369
00:12:56,200 --> 00:12:57,066
yeah what else

370
00:12:57,066 --> 00:12:58,800
well don't forget about those cyclical patterns

371
00:12:58,800 --> 00:12:59,633
we talked about right

372
00:12:59,633 --> 00:13:01,866
those bitcoin dominance ears yeah

373
00:13:01,866 --> 00:13:02,266
remember

374
00:13:02,266 --> 00:13:05,033
bitcoin tends to have those periods of dominance yeah

375
00:13:05,033 --> 00:13:07,933
especially when the Fed is tightening monetary policy

376
00:13:08,300 --> 00:13:11,200
those might be good times to lean towards bitcoin

377
00:13:11,200 --> 00:13:14,033
okay or to consider taking some profits off the table

378
00:13:14,033 --> 00:13:16,633
right and then when the Fed is loosening

379
00:13:16,633 --> 00:13:18,700
and global liquidity is increasing

380
00:13:18,700 --> 00:13:21,700
that's when alt coin season is more likely to heat up

381
00:13:21,700 --> 00:13:21,900
so

382
00:13:21,900 --> 00:13:25,800
we need to be both fundamentally sound and macro aware

383
00:13:25,800 --> 00:13:27,600
exactly it's a delicate dance

384
00:13:27,600 --> 00:13:29,366
yeah but with practice

385
00:13:29,366 --> 00:13:31,866
you can become much more confident and successful

386
00:13:31,866 --> 00:13:33,233
okay I like that

387
00:13:33,233 --> 00:13:34,500
so we talked about the Fed

388
00:13:34,500 --> 00:13:36,100
yeah and obviously

389
00:13:36,100 --> 00:13:37,833
we can see how their monetary policy can

390
00:13:37,833 --> 00:13:39,500
impact the crypto market right

391
00:13:39,500 --> 00:13:41,066
but what about the actions of other

392
00:13:41,066 --> 00:13:42,833
central banks around the world right

393
00:13:42,833 --> 00:13:44,100
could that also be

394
00:13:44,766 --> 00:13:47,100
creating some opportunities or challenges for us

395
00:13:47,100 --> 00:13:47,400
so

396
00:13:47,400 --> 00:13:49,900
let's imagine for a second that the Fed is tightening

397
00:13:49,900 --> 00:13:53,233
okay but the European Central Bank is loosening

398
00:13:53,233 --> 00:13:54,900
so they're moving in opposite directions

399
00:13:54,900 --> 00:13:55,833
exactly okay

400
00:13:55,833 --> 00:13:56,833
what would happen well

401
00:13:56,833 --> 00:13:58,233
it could create a scenario

402
00:13:58,233 --> 00:14:02,400
where capital flows out of dollar denominated assets

403
00:14:02,633 --> 00:14:04,966
and into euro denominated assets

404
00:14:04,966 --> 00:14:08,466
and that would potentially boost the euro's value

405
00:14:08,466 --> 00:14:10,833
relative to the dollar okay

406
00:14:10,833 --> 00:14:12,466
so how does that impact crypto

407
00:14:12,500 --> 00:14:14,266
we'll remember that bitcoin

408
00:14:14,266 --> 00:14:17,300
and other cryptocurrencies are traded globally right

409
00:14:17,300 --> 00:14:20,366
so if the euro is strengthening against the dollar

410
00:14:20,366 --> 00:14:20,900
it could make

411
00:14:20,900 --> 00:14:23,300
bitcoin more appealing to European investors

412
00:14:23,300 --> 00:14:25,933
right and drive up its price in euros

413
00:14:26,000 --> 00:14:28,300
so even though the Fed is tightening yeah

414
00:14:28,300 --> 00:14:30,400
the actions of another central bank

415
00:14:30,400 --> 00:14:32,600
could be pushing Bitcoin's price

416
00:14:32,600 --> 00:14:34,400
in a totally different direction

417
00:14:34,400 --> 00:14:35,766
exactly wow

418
00:14:35,766 --> 00:14:36,900
it just goes to show that

419
00:14:36,900 --> 00:14:39,700
the crypto market is incredibly complex

420
00:14:39,800 --> 00:14:42,400
yeah and it's influenced by a multitude of factors

421
00:14:42,400 --> 00:14:43,000
right including

422
00:14:43,000 --> 00:14:45,066
this interplay between different central banks

423
00:14:45,066 --> 00:14:45,300
it's like

424
00:14:45,300 --> 00:14:47,766
we're trying to understand the weather patterns

425
00:14:47,866 --> 00:14:49,800
of a global economy yeah

426
00:14:49,800 --> 00:14:51,633
with all these different winds and currents

427
00:14:51,633 --> 00:14:52,700
yes Ukraine analogy

428
00:14:52,700 --> 00:14:54,466
pushing and pulling in different directions

429
00:14:54,466 --> 00:14:56,000
and just like predicting the weather

430
00:14:56,000 --> 00:14:59,233
yeah understanding these macroeconomic forces

431
00:14:59,233 --> 00:15:02,466
can help us anticipate potential shifts in the market

432
00:15:02,666 --> 00:15:03,000
right so

433
00:15:03,000 --> 00:15:04,400
it's not just about understanding

434
00:15:04,400 --> 00:15:05,866
bitcoin's four year cycle

435
00:15:05,866 --> 00:15:07,433
right or watching the Fed

436
00:15:07,433 --> 00:15:10,533
it's about understanding the global system

437
00:15:10,833 --> 00:15:12,866
it's a lot bigger it's much bigger than that yeah

438
00:15:12,866 --> 00:15:14,233
okay so we've covered the technology

439
00:15:14,233 --> 00:15:16,733
we've talked about these macroeconomic forces right

440
00:15:16,833 --> 00:15:19,200
but what about the human element

441
00:15:20,066 --> 00:15:21,266
yes of the crypto market

442
00:15:21,266 --> 00:15:25,366
well cryptocurrency is ultimately driven by people

443
00:15:25,366 --> 00:15:27,900
right by their beliefs and their fears and their hopes

444
00:15:27,900 --> 00:15:30,933
it's easy to get lost in the church and graphs yeah

445
00:15:31,000 --> 00:15:33,433
forget that there are real people yeah

446
00:15:33,433 --> 00:15:35,566
that there are real people behind all of this

447
00:15:35,566 --> 00:15:37,300
with their own investment goals yeah

448
00:15:37,300 --> 00:15:38,900
so how do we factor that in

449
00:15:38,900 --> 00:15:41,266
I think it's about approaching the market

450
00:15:41,266 --> 00:15:44,166
with a blend of analytical thinking okay

451
00:15:44,166 --> 00:15:45,700
and emotional intelligence

452
00:15:45,700 --> 00:15:47,066
what do you mean by emotional intelligence

453
00:15:47,066 --> 00:15:48,133
in this context

454
00:15:48,366 --> 00:15:51,833
so we need to understand the technical aspects oh

455
00:15:51,833 --> 00:15:55,100
the cycles the monetary policies yeah

456
00:15:55,100 --> 00:15:56,633
but we also need to be aware of

457
00:15:56,633 --> 00:15:58,233
the psychological factors okay

458
00:15:58,233 --> 00:16:00,300
that can drive market sentiment

459
00:16:00,566 --> 00:16:02,633
so you get to kind of balance the head in the heart

460
00:16:02,633 --> 00:16:05,200
exactly the logic and the emotion

461
00:16:05,200 --> 00:16:06,833
and maybe even more importantly

462
00:16:06,833 --> 00:16:09,300
recognize that we don't have all the answers

463
00:16:09,500 --> 00:16:11,466
this market is constantly evolving

464
00:16:11,466 --> 00:16:12,800
is throwing us curve balls

465
00:16:12,800 --> 00:16:14,800
and challenging our assumptions all the time

466
00:16:14,800 --> 00:16:16,366
so we have to stay humble yeah

467
00:16:16,366 --> 00:16:17,433
stay curious

468
00:16:17,433 --> 00:16:20,766
stay curious and be open to new information okay

469
00:16:20,766 --> 00:16:23,000
so let's take a minute and reflect we've covered a lot

470
00:16:23,000 --> 00:16:25,700
we have we've explored bitcoin cycles

471
00:16:26,000 --> 00:16:27,366
the FIDs influence

472
00:16:27,366 --> 00:16:29,333
the importance of strong fundamentals

473
00:16:29,900 --> 00:16:32,566
the power of thinking in bitcoin terms right

474
00:16:32,566 --> 00:16:35,066
global implications of central bank policies

475
00:16:35,066 --> 00:16:36,633
even the psychology of the market

476
00:16:36,633 --> 00:16:37,500
that's right

477
00:16:38,033 --> 00:16:39,366
it's been quite a journey

478
00:16:39,466 --> 00:16:43,166
it has been but the adventure isn't over yet okay

479
00:16:43,233 --> 00:16:45,966
where we going next in the final part of our deep dive

480
00:16:45,966 --> 00:16:48,866
okay we'll delve into some specific strategies for

481
00:16:48,866 --> 00:16:50,900
navigating the crypto market alright

482
00:16:50,900 --> 00:16:52,600
so we're gonna get even more practical

483
00:16:52,600 --> 00:16:53,800
more practical yeah

484
00:16:53,800 --> 00:16:55,966
drawing on all the insights we've discussed today

485
00:16:55,966 --> 00:16:56,966
I like it so

486
00:16:56,966 --> 00:16:59,866
stay tuned as we venture even deeper into this

487
00:16:59,866 --> 00:17:02,200
fascinating world of cryptocurrency

488
00:17:02,200 --> 00:17:03,566
alright so welcome back everyone

489
00:17:03,566 --> 00:17:06,633
for the final part of our deep dive into Bitcoin

490
00:17:06,633 --> 00:17:09,833
alt coins and the forces at play yeah

491
00:17:09,833 --> 00:17:11,166
the forces at play yeah

492
00:17:11,166 --> 00:17:14,566
um so we've covered a lot of ground here

493
00:17:14,566 --> 00:17:18,066
we have we've gone over bitcoin's four year cycles

494
00:17:18,066 --> 00:17:20,666
right the Fed's influence yep

495
00:17:20,666 --> 00:17:23,400
the importance of having those strong fundamentals

496
00:17:23,400 --> 00:17:26,600
absolutely we talked about thinking in bitcoin terms

497
00:17:26,800 --> 00:17:29,766
we even touched on the global implications of

498
00:17:29,866 --> 00:17:32,900
central bank policies and even the psychology

499
00:17:32,900 --> 00:17:34,366
the psychology of the market yeah

500
00:17:34,366 --> 00:17:34,833
so hopefully

501
00:17:34,833 --> 00:17:36,033
everyone listening is starting to see

502
00:17:36,033 --> 00:17:38,366
the crypto market with like fresh eyes

503
00:17:39,766 --> 00:17:40,866
new perspective yes

504
00:17:40,866 --> 00:17:42,166
new perspective for sure

505
00:17:42,166 --> 00:17:44,866
and you're recognizing the interplay between

506
00:17:44,966 --> 00:17:45,833
the technology

507
00:17:45,833 --> 00:17:48,466
the economics and even the human psychology

508
00:17:48,700 --> 00:17:49,900
it's fascinating isn't it

509
00:17:49,900 --> 00:17:50,766
yeah and now

510
00:17:50,766 --> 00:17:52,700
it's time to put all that knowledge into practice

511
00:17:52,700 --> 00:17:53,833
okay let's do it

512
00:17:53,833 --> 00:17:55,066
let's talk strategy no

513
00:17:55,066 --> 00:17:57,266
so I'm ready to put on my little crypto Explorer hat

514
00:17:57,266 --> 00:18:00,233
okay and venture out into this jungle alright

515
00:18:00,233 --> 00:18:02,633
let's go what are some tools that we need to pack

516
00:18:02,633 --> 00:18:04,033
in our backpack alright

517
00:18:04,033 --> 00:18:05,600
so the first thing we need to talk about is

518
00:18:05,600 --> 00:18:06,766
risk management okay

519
00:18:06,766 --> 00:18:08,466
risk management this is your compass

520
00:18:08,466 --> 00:18:10,766
that will guide you through the UPS and downs of

521
00:18:10,766 --> 00:18:12,166
the crypto market okay

522
00:18:12,166 --> 00:18:14,033
so the crypto market can be very volatile

523
00:18:14,033 --> 00:18:14,700
very volatile

524
00:18:14,700 --> 00:18:17,933
so how do I avoid making those emotional decisions

525
00:18:18,000 --> 00:18:19,233
well rule No. 1

526
00:18:19,233 --> 00:18:23,266
okay is never invest more than you can afford to lose

527
00:18:23,566 --> 00:18:24,833
okay that's like the golden rule

528
00:18:24,833 --> 00:18:26,566
yeah the golden rule of investing okay

529
00:18:26,566 --> 00:18:28,633
don't bet the farm especially in crypto right

530
00:18:28,633 --> 00:18:29,500
okay what else

531
00:18:29,500 --> 00:18:29,966
so

532
00:18:29,966 --> 00:18:33,500
another really important principle is diversification

533
00:18:33,500 --> 00:18:36,266
diversification don't put all your eggs in one basket

534
00:18:36,266 --> 00:18:36,966
okay so

535
00:18:36,966 --> 00:18:38,200
spread your investments

536
00:18:38,200 --> 00:18:39,966
across different cryptocurrencies

537
00:18:39,966 --> 00:18:41,366
okay and also

538
00:18:41,366 --> 00:18:44,466
consider allocating a portion of your portfolio

539
00:18:44,500 --> 00:18:48,166
to more stable assets like stocks or bonds

540
00:18:48,166 --> 00:18:50,633
so you're saying that my crypto portfolio shouldn't be

541
00:18:50,633 --> 00:18:52,600
100% crypto exactly

542
00:18:52,600 --> 00:18:53,966
it should be more diversified right

543
00:18:53,966 --> 00:18:55,466
it helps to mitigate risk

544
00:18:55,466 --> 00:18:57,233
okay and smooth out the volatility

545
00:18:57,233 --> 00:18:59,400
so it's like a well diversified meal

546
00:18:59,400 --> 00:19:00,300
exactly fruits

547
00:19:00,300 --> 00:19:02,000
veggies and a little bit of dessert

548
00:19:02,000 --> 00:19:04,000
a little bit of dessert but not too much

549
00:19:04,000 --> 00:19:05,300
okay I like that analogy

550
00:19:05,300 --> 00:19:07,866
yeah so we've got risk management in diversification

551
00:19:07,866 --> 00:19:08,666
right

552
00:19:09,200 --> 00:19:10,433
but how do I actually pick

553
00:19:10,433 --> 00:19:12,766
which cryptocurrencies to invest in

554
00:19:12,900 --> 00:19:15,633
well remember those strong fundamentals we talked about

555
00:19:15,633 --> 00:19:17,633
right those are your guide okay

556
00:19:17,633 --> 00:19:21,100
you wanna look for projects with real world use cases

557
00:19:21,100 --> 00:19:23,100
yeah solid teams

558
00:19:23,100 --> 00:19:26,233
active communities it's not just about chasing hype

559
00:19:26,233 --> 00:19:29,466
yeah it's more about actually doing my research

560
00:19:29,466 --> 00:19:30,800
yeah look beyond the hype

561
00:19:30,800 --> 00:19:32,300
okay find the projects

562
00:19:32,300 --> 00:19:34,000
that are building something meaningful

563
00:19:34,000 --> 00:19:36,500
got it and don't be afraid to dig deep

564
00:19:36,566 --> 00:19:39,166
dig deep read white papers okay

565
00:19:39,166 --> 00:19:41,466
explore the technology really

566
00:19:41,466 --> 00:19:43,433
understand the problem

567
00:19:43,433 --> 00:19:45,166
that the project is trying to solve

568
00:19:45,233 --> 00:19:46,500
like being a crypto detective

569
00:19:46,500 --> 00:19:48,766
yeah piecing together all those clues

570
00:19:48,766 --> 00:19:50,466
exactly to find the hidden gems

571
00:19:50,466 --> 00:19:52,600
and remember patience is key

572
00:19:52,600 --> 00:19:54,966
patience this market is still relatively young

573
00:19:54,966 --> 00:19:56,633
yeah it's only been around for like a decade

574
00:19:56,633 --> 00:20:00,633
exactly and it takes time for these projects to mature

575
00:20:00,633 --> 00:20:02,200
and to reach their full potential

576
00:20:02,200 --> 00:20:03,666
so don't expect to get rich quick

577
00:20:03,666 --> 00:20:05,966
no think of it like planting a seed

578
00:20:05,966 --> 00:20:08,400
okay and nurturing it over time okay

579
00:20:08,400 --> 00:20:09,900
the most rewarding investments

580
00:20:09,900 --> 00:20:12,266
are often the ones that require patience

581
00:20:12,266 --> 00:20:13,800
and a long term perspective

582
00:20:13,800 --> 00:20:15,866
so risk management diversification

583
00:20:16,200 --> 00:20:18,633
strong fundamentals and patience

584
00:20:18,633 --> 00:20:20,033
those are your guiding principles

585
00:20:20,033 --> 00:20:20,266
alright

586
00:20:20,266 --> 00:20:23,400
so those are my tools in my Crypto Explorer backpack

587
00:20:23,400 --> 00:20:24,000
yeah exactly

588
00:20:24,000 --> 00:20:25,666
I'm ready to go let's go

589
00:20:25,966 --> 00:20:26,766
wait

590
00:20:27,366 --> 00:20:28,966
you mention those bitcoin cycles

591
00:20:28,966 --> 00:20:29,666
oh yeah

592
00:20:29,666 --> 00:20:31,966
and the Fed should we factor that in

593
00:20:31,966 --> 00:20:32,866
yeah absolutely

594
00:20:32,866 --> 00:20:34,066
okay so remember

595
00:20:34,066 --> 00:20:37,500
bitcoin tends to have these periods of dominance

596
00:20:37,500 --> 00:20:37,866
yeah

597
00:20:37,866 --> 00:20:41,433
especially when the Fed is tightening monetary policy

598
00:20:41,433 --> 00:20:44,433
okay those might be good times to lean towards Bitcoin

599
00:20:44,433 --> 00:20:47,500
okay or to consider taking some profits off the table

600
00:20:47,500 --> 00:20:48,000
okay so

601
00:20:48,000 --> 00:20:49,666
when the Fed is loosening

602
00:20:49,766 --> 00:20:51,400
and global liquidity is rising

603
00:20:51,400 --> 00:20:55,066
yeah that's when altcoin season might be coming exactly

604
00:20:55,066 --> 00:20:57,766
okay keep an eye on those macroeconomic indicators

605
00:20:57,766 --> 00:20:59,500
like the global liquidity index

606
00:20:59,500 --> 00:21:01,300
right and watch for signals that

607
00:21:01,300 --> 00:21:03,833
the tides are turning in favor of altcoins

608
00:21:03,833 --> 00:21:07,366
so we need to be fundamentally sound and macro aware

609
00:21:07,566 --> 00:21:08,566
you got it okay

610
00:21:08,566 --> 00:21:10,566
it's a delicate dance it is

611
00:21:10,600 --> 00:21:12,400
but with knowledge and practice

612
00:21:12,400 --> 00:21:13,400
you can become a more

613
00:21:13,400 --> 00:21:16,033
confident and successful crypto explorer

614
00:21:16,033 --> 00:21:17,500
so we've Learned a lot today

615
00:21:17,500 --> 00:21:21,200
we have about bitcoin about old coins yeah

616
00:21:21,200 --> 00:21:23,300
about the Fed the global economy

617
00:21:23,300 --> 00:21:24,666
about the global economy yeah

618
00:21:24,666 --> 00:21:26,033
about the psychology of the market

619
00:21:26,033 --> 00:21:27,666
we've covered a lot and hopefully

620
00:21:27,666 --> 00:21:30,300
everyone listening feels a little bit more equipped

621
00:21:30,300 --> 00:21:32,766
to go out there and navigate the cryptoworld yeah

622
00:21:32,766 --> 00:21:33,966
go explore yeah

623
00:21:33,966 --> 00:21:38,200
go explore stay curious and remember knowledge is power

624
00:21:38,500 --> 00:21:39,766
yeah the more you know

625
00:21:39,766 --> 00:21:42,100
the better decisions you can make absolutely

626
00:21:42,433 --> 00:21:44,366
alright that's it for today's deep dive

627
00:21:44,366 --> 00:21:46,366
thanks for joining us we'll see you next time

628
00:21:47,000 --> 00:21:47,300
see you