We’re here for crypto. Or cars. Or both. Maybe a little politics too.
I’m currently cruising down to Tail of the Dragon in my 2004 Porsche Boxster S — 986 baby — with a pit stop in Cincinnati because nine hours of straight driving is just dumb. Tail of the Dragon has 318 turns in 11 miles. That’s not a road — that’s a roller coaster with pavement. And the Boxster? That car eats corners for breakfast.
Collecting Boxsters Like Pokémon
Let me take a quick detour (figuratively) — I’ve got a mission: collect all the Boxsters. I’ve got the 986. Next up? Either the 987.2 or the 981. Then I’ll grab the 718 (also known as the 982), and eventually backfill with the 987.1. I’ll skip the GTS — unless someone wants to donate — but the Boxster S is plenty for now.
Some people want garages full of supercars. I want a garage full of Boxsters and to be that weirdo who actually drives them all.
Why Boxsters? Because it’s one of the few affordable mid-engine roadsters out there. They handle great, they sound amazing when you wind them up, and they don’t cost $200,000. I can toss a suitcase and my podcast gear in the front trunk, another bag in the back, and still rip through mountain curves with a smile on my face. Try that in a Miata.
Bitcoin Market Check: Buy the Rumor, Sell the Conference?
Crypto is bouncing around $109K as I record this. Trump threatened 50% tariffs on the EU, rattled the markets, then apparently had a great call with Europe and walked it back. Markets hate chaos — even if they secretly love trading off it.
The Bitcoin Conference kicks off tomorrow. J.D. Vance speaks at 9am Wednesday. No clue what he’s going to say, but here’s what’s floating around:
A major institution may announce new ETF filings.
Big companies might finally get “off zero” and buy BTC. (Heard that before.)
Rumors of no capital gains tax for long-term HODLers — which would be massive.
Regulation, taxation... same story, different year.
But let’s be real: most of these rumors never pan out. It’s always “buy the rumor, sell the news.” The price pops, everyone cheers, and then boom — sharp correction. My call? We spike again near $112K, then dip into the $90Ks. Maybe even see a wick down to $93K before stabilizing back around $97K.
If I’m wrong, I hope I’m wrong in the right direction — like $130K wrong.
Hyperliquid Degens and the $13M Lesson
Someone tried to short Bitcoin with 40x leverage on Hyperliquid and lost $13 million. Let that sink in.
$13 million is life-changing money. I’d be buying my 911 Targa tomorrow. Hell, pay off my family’s houses and still have millions left. Meanwhile, I’ve been doing Daily Crypto News for five years and got paid nothing for it — so if anyone wants to shoot me a thank-you tip, my Bitcoin address is on X.
Quantum Resistance and the Myth of Burning Bitcoin
Quick crash course on burning: when you burn crypto, you send it to an address with no known private key. It’s gone. Irretrievable. Maybe someday quantum computing breaks SHA-256 and unlocks those wallets — harvest now, hack later — but for now, it’s just digital ashes.
There’s a million Bitcoin in Satoshi’s wallet. Never moved. Could be burned. Or not. Either way, it’s untouchable — for now.
Price Predictions and the Cycle
I’m still calling for a $150K to $180K top this cycle. Some are saying $250K — I don’t see it. Why? Diminishing returns. It takes a hell of a lot more money to move Bitcoin than it used to. You’re not doubling from $1K to $2K anymore. We’re talking trillions now.
Last cycle went from $19K to $69K — a 3.5x. This time, maybe from $69K to $180K. That’s still solid. But to get to $250K? That’s a stretch without something insane happening.
Institutional Money Changes Everything… Or Does It?
Here’s the big question: if institutions are buying in and holding, will we even get a brutal bear market this time? Or does it flatten the volatility?
Institutions don’t panic sell like retail. They allocate, rebalance, and ride it out. So maybe this time is different. Or maybe the same patterns repeat, just slower and with more commas.
But let’s be honest — we’ll find out soon enough. Either this is the start of another blow-off top, or we chill around $90K for a bit until something finally tips the scales.
Tail of the Dragon, Here I Come
Back to the car talk. I’m heading down to Tail of the Dragon, where I’ll nerd out watching GT3s, Lambos, and motorcycles carve up the road. Might even pull over at a rest stop just to soak it all in — it’s not just about driving, it’s about the vibe.
And yeah, I’ll keep bringing you crypto coverage from the road. Tomorrow’s podcast comes from a hotel after a complimentary breakfast and enough coffee to jumpstart a mining rig.
If Kyle goes live from the conference, I’ll post it. If there’s news, I’ll talk about it. If there’s nonsense, I’ll call it out.
Until then...
Happy HODLing, everyone.
Share this post