Episode Details

All Roads Lead To Debasement | Weekly Roundup
7/4/2025
Forward Guidance β†—

Key Insights

Bullish:

  • 🟒 $MSTR - Bullish on MicroStrategy's leveraged ETF (MSTU) as a proxy for Bitcoin's potential breakout, indicating strong conviction in Bitcoin's upward trajectory.
    • β€œI bought some upside MSTU call” - Tyler (56:21)
    • β€œI think Bitcoin's gonna break out here, and I think strategy is gonna absolutely” - Tyler (56:33)
  • 🟒 $BTC - πŸ”’
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  • 🟒 $ARKK - πŸ”’
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  • 🟒 $GLD - πŸ”’
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  • 🟒 $FRONTIER - πŸ”’
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  • 🟒 $BTCMINERS - πŸ”’
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Bearish:

  • πŸ”» $USD - πŸ”’
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  • πŸ”» $BANKS - πŸ”’
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