WARNING: 2 Week Altcoin Window (Bitcoin Faces MASSIVE Test)

Drew (0:00)

Welcome to Discover Crypto, a short bump and run, and we are already trying to rip back up to that $87,000 high.

We have Bitcoin coming in, a slight calm down after it hit that $87,000 mark I highlighted at the beginning of the week and earlier last week. And now, after market has opened, we are rising, we fell down to about $82,800 this morning. We are up by 2.25%.

We have breached this point of around $84,000. Very important to breach that point. And now, we are seeing if Bitcoin can come screaming back. And some of the altcoins that I hold, and I know a lot of the community holds, are giving no Fs right now. Ondo Finance is at $0.50.

TJ (0:49)

Wow.

Drew (0:50)

This is a big deal. TJ.

TJ (0:52)

Yeah.

Drew (0:53)

This got me thinking here. Ondo is coming back, man.

TJ (0:56)

It seems like it is. They got a big partnership. What was it with our big announcement with BlackRock coming out today about bringing investment portfolios on chain? So it's just another move for finance moving on chain. So we'll be looking at that in a little bit later, the prices, where it could go next, all that sort of stuff. But yeah, Ondo, not one that I hold, but looking like it's shown some resurgence and some signs of life here.

Drew (1:23)

Yeah, this is for Josh Ondo.

I had to do it. I was on Facebook last night. I found Josh's Facebook account. It was just suggested to me. God, he looked like a child in that thing. I don't think he's posted on it since 2019 Josh, if you're listening, I found you on Facebook. So shout out.

TJ (1:43)

Actually, he probably just had a baby. I don't know if he's already. Yeah, probably just had his baby. Yeah.

Drew (1:49)

Congratulations.

TJ (1:50)

Yeah, if not, it's very, very close. I don't know the exact details, but, you know, I know it's right around this period. So wow.

Drew (1:58)

Well, there's a lot going on this morning. We had Trump welcoming in President G at the White House with a pat on the back. We have treasuries screaming to the upside. And here's a live view of Scott Bessent taking a look at the treasury yields as things seem to be getting a little bit out of control for the treasury secretary. We're gonna be looking at all those levels and some crazy stuff happening within the data center sector as well. So there's a large series that we've put together and we're gonna be releasing over the course of this week talking about the BlackRock machine economy thesis. A very, very interesting perspective. Simply put, we are not bullish enough on where this economy is actually headed. I have put some big price targets out recently, and I'm gonna continue to do so, because I feel, in my heart of hearts, we are not bullish enough on where the world of crypto and agentic commerce is actually going. We're scratching the surface of this. And I have some of the insane history of the gold debasement trade that's playing into the back of my mind as well. But let's look at the rest of the market here. So back to CoinMarketCap. Litecoin up 22%.

Ondo is up 22%.

Morpho is up 14%, just under 15%. Ethereum Classic, the boomer trade of a century, up 16%. And Quant, trying to make its way back to that $100 peg. Radium has been screaming. Radium on the 30 day.

TJ (3:35)

This is Jared, CJ. I've got some radium. I'm not, not a lot, but yeah, it's one on that list. The ones I have, you know, Morpho, Radium, I know there's some people in the, a lot of people in the community holding some render. That's an interesting one. And it's interesting seeing some of these showing signs of life that are still, you know, render obviously still in the compute phase. Ondo sits in that RWA phase. So yeah, it's interesting. A lot of those, I mean, and another sleeper there, ASI, you know, kind of the merging of the super one, not one that I've messed with when it comes to AI too much. But, oh man, look at that, Neer was showing some signs. What was that you were just looking at in the 30 day?

Drew (4:13)

Well, what I did is I wanted to look at the biggest winners on the 30 day. And Ponds is up 630% on the 30 day. Radium coming in at number two with a respectable 160% pump. Neer Protocol right behind it at 142%. TJ, you moved with a vicious ride up in school.