Bitcoin - SMH - Oil and rates — Transcript
Full transcript
- 0:00If you want to take it a little bit step
- 0:02further, here is Bitcoin, the green
- 0:04line. The orange line here is SMH.
- 0:07So, very similar. The white line here
- 0:10is what has been going on. So, I
- 0:12created, because this has been rates and
- 0:15oil, and that's been the relationship
- 0:17that has driven everything. So, the
- 0:19white line here is the price of crude
- 0:23plus
- 0:24two times
- 0:2610-year yields
- 0:28divided by two.
- 0:30The reason is because I'm trying to
- 0:31normalize for volatility. And what
- 0:33you'll see is the white line here is a
- 0:36direct overlay
- 0:38with SMH. And this is inverted. So, we
- 0:42had SMH and Bitcoin rallying until
- 0:46rates and crude, that relationship,
- 0:48bottomed. And now rates and crude went
- 0:50higher, and you have a direct overlay,
- 0:52especially with
- 0:55technology. So, again, when I say
- 0:57there's no AI bubble, and I say this is
- 0:59not something fundamental, this is
- 1:01positioning-wise,
- 1:03as rates have gone higher, and oil's
- 1:06gone
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