Is Sell Off Overblown? Is China’s Chip Machine the End of AI?

On Bitcoin

Changed since their last video: months moved sideways to up; cycle went from leaning up to expecting up.

Views

• Next months (next 2–6 months): Leans up: overall AI is not going anywhere and crypto could be rebounding in 60 days ▶ 33:08 Said again while their call of 28 Apr 2026 was open, so it counts once; that call was a draw: 76.1k when said, 78k on 26 Aug 2026 (+2.6%), under the 6.5% it takes to count.
• This cycle (next 6–18 months): Expects up: still I do believe Bitcoin will go on a rampage over the next 12 months and completely smoke gold ▶ 04:27 Said again while their call of 5 Oct 2025 was open, so it counts once; that call was wrong: 122.6k when said, 85.7k on 5 Oct 2026 (−30.1%).

Levels named

• 58–60k: Support (speaker says this zone is close to rock bottom for Bitcoin): anytime you see that 58, 59, 60K, that's close to rock bottom ▶ 02:37

Their own position: Not said.

Dates named

• Possible September FOMC rate hike weighing on markets through August, undated: he may raise his rates in September. So there will be a cloud over the market for the month of August until the next FOMC meeting