August Week 1 - 2025

BITCOIN RESET
Ignore The Noise, Because Nothing Stops This Bitcoin Train

Bitcoin might be down around $114K as I write this, but don’t let a couple of shaky days fool you into thinking the world is ending. Sure, China just renewed its crypto crackdowns banning mining, trading, and all that for the one millionth time. Just take a breath, the real story is that Bitcoin is quietly squeezing itself into the foundations of our financial system.

First, Congress is finally takin a peek behind the Fed’s curtain. For years, this twelve banker “Agency” has set interest rates, steered trillions in secret money flows, and shrugged off public questions with a bureaucratic game of ping pong. Now, thanks to new oversight hearings, even unelected Fed governors are sweating under the spotlight.

Second, we’re seeing ethics rules tighten on Capitol Hill. Remember how Nancy Pelosi’s portfolio somehow grew 70% in one year, outperforming every hedge fund and even Warren Buffett himself? Lawmakers are finally moving to ban stock trading by members of Congress, so public servants can’t get rich on insider moves.

Then there’s the corporate world, over 160 publicly traded companies are now building Bitcoin into their own treasuries, up from just 60 last year. These firms aren’t parking their cash in low yield treasuries anymore, they’re embracing digital credit, offering nine percent “dividends” sourced from future Bitcoin gains.

Even regulators are warming up. SEC Chairman Paul Atkins recently declared that the right to self custody your crypto is “a core American value.” That’s a huge deal, because it recognizes that what’s truly yours, your private keys, can’t be seized by banks or governments.

And Last, fiscal deficits around $18 billion a day mean the Fed and every central bank will keep debasing our currency. Bitcoin, by contrast, is capped at 21 million coins. It’s the only asset immune to inflation, a perfectly predictable monetary protocol written in math.

So yes, Bitcoin’s price wobbles. But policy shifts, corporate buy ins, and growing respect for self custody, all point in one direction, toward a Bitcoin standard. Ignore the noise, and hold tight to those keys, and watch how this protocol reshapes the financial world, one block at a time.

Remember nothing stops this train! 🚂 😎

CRYPTO RESET
Is The Four Year Crypto Cycle Is Dead?

Have you noticed how Bitcoin’s predictable four year rocket and crash cycle feels broken? If you zoom out on a weekly chart, those parabolic surges that used to show up like clockwork every four years just don’t seem to be there this time. Instead, what we’re seeing is a steady “higher high, higher low” a framework, not a quick peak and a dump, but just a slower, institution driven climb.

Why the change? First, ETFs. Bitcoin futures ETFs kicked off a tidal wave of capital in 2024, but that was just the beginning. We’ve now got a pro crypto administration pushing through legislation like the Genius and Clarity Acts, and real discussions around spot ETF for several altcoins are already underway. Combine that with November’s election catalyst, and we’ve got a double whammy of inflows far bigger than anything retail hot money could have mustered up in past cycles.

That shift shows up in the numbers. Bitcoin’s risk score (a measure of how “risky” a cycle top looks) isn’t hitting the 90s or 100s like in past blow off tops, it’s just hovering around the low 50s, which suggests we’re still very much in “accumulation” mode. Meanwhile, the altcoin market cap carries a risk score of just 22, a dirt cheap entry if you ask me.

Take Cardano (ADA) for example. From its June 2023 lows to December 2024 swing highs, ADA pumped nearly 500%. Today it’s consolidating around $0.72, with a risk score of 37. That puts potential support down near $0.60 and upside back toward $0.80 before we really lock in a new leg up. Even if ADA only reclaims its 2024 highs, you’re looking at 200%+ gains, and if history repeats, 500% or more isn’t out of the question.

So yes, volatility still bites on the short term, expect dips and chop. But on the macro scale? We’ve entered a new game where ETFs, legislation, and big money adoption are rewriting the playbook. Stick with the data, keep an eye on those risk scores, and remember that patient, long-term perspective is how you win in this new era of crypto. 😎

AI RESET
It’s Starting to Get Weird Out Here, AI Fake News

Have you noticed how hard it’s become to tell real news from “AI generated news”? Well, AI tools like Google’s Video of the Year (VO3) can whip up hyper realistic clips in seconds, complete with convincing camera moves, weather graphics, even branded jackets. Emilie Ikeda tried it by asking VO3 to generate an NBC snow report with her face cloned in. The result? A nearly perfect stand up, right down to the coat patch, only the captions were gibberish and the audio didn’t quite sound like her. Still, it was eerily close.

This is what makes synthetic media so dangerous. We’re seeing fake reports of everyone from “bald eagle spy squads” to presidents meeting world leaders. Sure, some are blatant parodies, like a viral AI video of former president Obama being arrested, but others land in that awkward gap where fact checkers haven’t weighed in yet. In one recent case, a deepfake of an Israeli strike on Iran’s notorious Evin Prison was circulated so widely that major outlets briefly posted it as fact before realizing it was cobbled together from old images and six second AI clips.

On social media, where more than half of under 35 get their news, these snippets spread fast. By the time it is debunked, millions have already watched and maybe even shared. Traditional verification feels like slow motion in a fast forward world.

So what can we do? First, stay skeptical. Even if a clip looks perfect, ask who made it, and what’s their source? Keep an eye on emerging tools like Google’s “SynthID” watermark, an invisible tag telling you it’s AI and “content credentials” projects that track a video’s origin like a digital nutrition label. Both are in early testing, but they could help.

In the meantime, if you’re unsure, pause before you click share. Look for multiple confirmations from reputable outlets. Because until those AI watermarks and content tracking systems are everywhere, your best defense is a healthy dose of doubt and the patience to verify before you amplify.

It’s starting to get weird out here people! 🤖😳

DISCLAIMER:
This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions or investments. Please be careful and do your own research.