Sep 22, 2026 · 1 hr 2 min · 12 segments
Meta shipped Muse to a user base measured in billions, and within days Amazon blocked it from shopping on Amazon.com. Michael, Liam and Brian on why autonomous agents will need a settlement unit, and…
Yeah, I mean, I think the wild part is it doesn't bode well for what we do every week.
I
mean,
bodes okay for the commentary and m a and trends but like when you think about anybody pontificating around uh the price and where it's going in the even short to middle term because you can make the case we don't have to here but like the price should not be trending up between the interest rates between clarity failing like uh and it's just uh it's the kind of thing that Nobody knows.
And that's where the fundamentals just stay as far as store value.
What's really crazy is that we don't have the right conditions for the price to be moving.
What happens when that eventually does happen, when things start to break? I feel like we're going to be in a good spot.
But I think that ties also into why we needed this natural retrace and a lot of the plumbing to get in place before this thing can really take off.
And I think that's what this past year has really been about.
Yeah, definitely a lot of leverage being wiped out of the system, too.
A lot of ill-gotten euphoria and unsustainable economics, just both from people individually who took on too much leverage, thought this thing was going up forever, as well as companies out there, too, and all the silliness.
So a little bit of that was just washed away.
And it sounds like...
I mean, since like February, there's been almost no discussion of it outside of negative factors like the fact that the clarity hasn't passed, et cetera.
And, you know.
A lot of euphoria and doesn't necessarily make sense why we're going up right now, but I think that almost always happens with bear markets around this time.
Yeah, I'm not a trader, and it's really unfortunate, but the bottom really was the tick of a lot of anecdotes from folks selling, specifically people that were just done with seeing the price hang around for the past five years.
coupled with physical digital attacks the cold card issue situation was really the the one that i got a lot of notes um about and that kind of was that bottom uh forming so truly unfortunate to see we'll see where this goes i think we've all been already uh scarred so we just gotta you know
stick
to the
fundamentals uh
and you know this thing will will play out the right way
yeah there's certainly some uh ptsd in the air um I think, for me at least, I'll feel better about a bull market being back once we're back above six figures.
That just feels like a natural sort of psychological point where anything under that, it kind of feels like hopefully this is a real move and doesn't just get retraced.
Yeah, I mean, I think the wild part is it doesn't bode well for what we do every week.
I
mean,
bodes okay for the commentary and m a and trends but like when you think about anybody pontificating around uh the price and where it's going in the even short to middle term because you can make the case we don't have to here but like the price should not be trending up between the interest rates between clarity failing like uh and it's just uh it's the kind of thing that Nobody knows.
And that's where the fundamentals just stay as far as store value.
What's really crazy is that we don't have the right conditions for the price to be moving.
What happens when that eventually does happen, when things start to break? I feel like we're going to be in a good spot.
But I think that ties also into why we needed this natural retrace and a lot of the plumbing to get in place before this thing can really take off.
And I think that's what this past year has really been about.
Yeah, definitely a lot of leverage being wiped out of the system, too.
A lot of ill-gotten euphoria and unsustainable economics, just both from people individually who took on too much leverage, thought this thing was going up forever, as well as companies out there, too, and all the silliness.
So a little bit of that was just washed away.
And it sounds like...
I mean, since like February, there's been almost no discussion of it outside of negative factors like the fact that the clarity hasn't passed, et cetera.
And, you know.
A lot of euphoria and doesn't necessarily make sense why we're going up right now, but I think that almost always happens with bear markets around this time.
Yeah, I'm not a trader, and it's really unfortunate, but the bottom really was the tick of a lot of anecdotes from folks selling, specifically people that were just done with seeing the price hang around for the past five years.
coupled with physical digital attacks the cold card issue situation was really the the one that i got a lot of notes um about and that kind of was that bottom uh forming so truly unfortunate to see we'll see where this goes i think we've all been already uh scarred so we just gotta you know
stick
to the
fundamentals uh
and you know this thing will will play out the right way
yeah there's certainly some uh ptsd in the air um I think, for me at least, I'll feel better about a bull market being back once we're back above six figures.
That just feels like a natural sort of psychological point where anything under that, it kind of feels like hopefully this is a real move and doesn't just get retraced.
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