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Crypto Capital Venture

Crypto’s Next GOLDEN ERA Begins Now! And The Economy Just Flipped (Get Ready)

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ticker lesson

Breakdown

0:00lesson

Bitcoin pattern after midterms

  • Bitcoin never had red year after midterm
  • 2011 up 1400%
  • 2015 up 35%
  • 2019 up 90%
  • 2023 up 155%
2:01lesson

Market behavior during uncertainty

  • Markets hate uncertainty
  • Midterm uncertainty causes capital to sit
  • Uncertainty clears post-vote
  • Capital returns to risk assets
4:04lesson

Stock market performance post-midterms

  • S&P 500 higher one year after every midterm
  • 20 out of 20 regardless of party
  • Binance Research calls post-midterm strongest stretch
5:52lesson

Bitcoin struggles in midterm years

  • Bitcoin struggles in midterm years
  • Major bottom before or around vote
  • 2018 dropped 45% post-election
  • 2022 second quantitative tightening
7:48lesson

Business cycle drives crypto

  • Business cycle drives crypto more than anything
  • CCV index confirmed expansion after 51 months
  • Three months above 51 for expansion
  • August 55.2, September 53.2, October over 51
7:49lesson

Historical expansions and bull runs

  • 2017 bull run inside expansion
  • 2021 bull run inside expansion
  • Current expansion just started
  • October almost done, four of five districts positive
7:50lesson

Bitcoin bull markets and cycle timing

  • Bitcoin bull markets when cycle already hot
  • Current cycle early, not late
  • Economy held breath for 51 months
  • Room to run in cycle
7:51lesson

Midterm vs. business cycle

  • Midterm years are different
  • Having is a calendar event
  • Business cycle is the engine
  • Engine just starting
7:52lesson

Learning from macroeconomic data

  • Data not closely followed in 2024
  • Macro data foundational for market thinking
  • Investors learn through data
  • Macro data shaping market moves
7:53lesson

Productivity boom and 1990s tech boom

  • 1996-2003 productivity growth 3% annually
  • Current productivity up 2.2% from last year
  • San Francisco Fed compares to 1990s
  • AI driving similar investment
7:54lesson

Economists and productivity debate

  • Some economists think 1990s comparison is a stretch
  • Productivity gains took years to show
  • If similar, tailwind for crypto
  • AI investment expected even before data
7:55lesson

Upcoming data and market confirmation

  • Election on November 3rd
  • Volatility expected either way
  • Third quarter productivity numbers on November 5th
  • Regional Fed surveys mid-November

Informational only — this is Crypto Capital Venture’s content, decoded by Plutus. Not Paid Daily’s advice or a recommendation. The outline, timestamps, and claims are extracted from what the creator said; verify before acting.