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Sell BTC Buy AI, Macro Risks Rise, The Market Bottom, & Coinshares Interview

Lark Davis · · 1:06:07 · Watch on YouTube

As of . Updated hourly as new videos are read.

BTC near publication: $77,1084-hour candle close · 3 Nov 2026, 12:00 UTC · BTC/USDT

On Bitcoin

Changed since their last video: weeks moved sideways to up; months flipped down to up.

Views

  • Next weeks (next 2–6 weeks): Leans up (timeframe is our reading): I think there's a decent case to be made for once the midterms are over for bounce to happen as long as Trump doesn't ▶ 36:31 Said again while their call of 16 Oct 2026 was open, so it counts once; that call was open until 15 Nov 2026, against 82.6k when said.
  • Next months (next 2–6 months): Leans up: Midterms are ending. As long as Trump doesn't mess anything up massively, we probably get back to business as usual by the end of the year. ▶ 54:06 The call was open until 3 Mar 2027, against 77.1k when said.

Their own position: Holding, no leverage. Not to say I want to sell my Bitcoin to do that. I like my Bitcoin as a cornerstone of my portfolio, as a wealth preservation tool, which is what I see it as

Dates named

  • US midterm elections on 3 Nov 2026: A lot of fear in the markets. US midterms are today.