Market Melt-Up! Pump ICO! w/ Alex Good & Santiago Santos

My macro take in general is that things are melting up after the Trump bill.

So Since the last update, I really didn't think that we could go much higher because I knew that the Fed, the monetary policy was not going to be supportive.

And indeed, they haven't even cut rates.

So they've been sticking to their guns.

However...

Trump has managed with like one vote, I think, like they need the advance to pass the Senate bill.

They managed to get this bill through.

And I think that has completely changed just the fiscal side of things.

And we are in a period of fiscal dominance.

The amount of money coming in from the government is ridiculous.

I mean, these corporate tax cuts are not necessary and they're just adding more fuel to the fire.

I do think eventually, you know, there's going to be consequences that are very bad.

What do you think the off-ramp is, right? So for me and my position, after ETH breaks all-time highs, I want to be DCing out over a long period of time to probably dollars, right? I think Bitcoin's obviously great here, but I don't expect it to go to 2X or 250K from here without a major correction, let's say.

I think gold's very expensive now, right? So what's the answer? Is it just to hold dollars and earn the treasury rate? Is it to put it in the S&P? If you're selling crypto now because you made a lot of money, what are you buying?

I don't think gold is expensive.

I mean, it's been flat.

I was checking.

It's been flat for like months now.

So yeah, I did have like this 25%, you know, sudden run up, but it has been flat for a while.

So it will probably get a new leg.

I would get some gold exposure.

I do think Bitcoin is inevitable that it goes higher.

So even if you're selling other alts, I would get some Bitcoin.

It feels very early.

So yesterday, one of the headlines we saw was Trump is considering an executive order to allow gold and crypto to be put into retirement accounts.