The David Lin Report

Jason Yanowitz, Co-Founder of Blockworks, discusses the changing institutional demand for Bitcoin, and the outlook for altcoins. *This video was recorded on January 14th, 2025 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW JASON YANOWITZ: Blockworks: https://blockworks.co/ X (@JasonYanowitz): https://x.com/JasonYanowitz FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 1:48 - 6 to12 Month outlook for Bitcoin 7:21 - Why Has Trump Become "Pro Crypto" 10:05 - Crypto Mass Adoption Rate Beats The Internet 13:55 - How Global Remittance & Payments Are Evolving 18:52 - Bitcoin to Replace Bonds in 60/40 Portfolio 20:57 - BTC Reserve Announced in the next 100 days? 27:32 - How Banks will evolve in the near future 33:04 - Institutional Outlook for BTC & Altcoins 37:11 - Why ETH is stagnant #bitcoin #crypto #investing

Thomas Hayes, Managing Member of Great Hill Capital, discusses coming market after Trump's inauguration. *This video was recorded on January 14, 2025 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW THOMAS HAYES: Hedge Fund Tips: www.hedgefundtips.com Podcast: https://www.hedgefundtips.com/category/podcast/ YouTube: https://www.youtube.com/c/HedgeFundTips/videos Twitter (@HedgeFundTips): https://twitter.com/HedgeFundTips FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:00 - Recent market action 4:48 - Market sentiment 6:41 - Energy 11:52 - Valuations 19:00 - Tech sector

Go to joindeleteme.com/DAVIDLIN and use promo code DAVIDLIN at checkout, or scan the QR code on the screen to get 20% off all U.S. plans. Start taking control of your privacy today! Michael Lee, Founder of Michael Lee Strategy, discusses the latest CPI report and the outlook for stocks. *This video was recorded on January 15, 2025 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW MICHAEL LEE: Website: https://www.michaelleestrategy.com/ X (@MikeLeeStrategy): https://x.com/mikeleestrateg FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Inflation and market reaction 3:41 - ‘Powell is political’ 8:46 - Small business optimism 10:33 - Consumer strength 12:43 - Economic growth outlook 14:15 - Tech sector outlook 19:55 - Quantum computing 22:55 - Tech stocks vs. Interest rates 24:44 - TikTok ban 28:55 - Bond yield outlook 32:13 - Autonomous driving #stocks #investing #economy

Go to joindeleteme.com/DAVIDLIN and use promo code DAVIDLIN at checkout, or scan the QR code on the screen to get 20% off all U.S. plans. Start taking control of your privacy today! Darius Dale, Founder of 42 Macro, explains why his macroeconomic model is currently 52% in cash right now. *This video was recorded on January 13, 2025 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW DARIUS DALE: 42 Macro: https://42macro.com/ X (@DariusDale42): https://x.com/DariusDale42 FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. #economy #investing #stocks

Go to http://buyraycon.com/DAVIDLIN to get up to 15% off sitewide! Brought to you by Raycon. Samson Mow, CEO of Jan3, debates Clem Chambers, Founder of ANewFn, on the direction of Bitcoin for 2025. *This video was recorded on January 11th, 2025 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW SAMSON MOW: Jan3: https://jan3.com/ X (@Excellion): https://x.com/Excellion FOLLOW CLEM CHAMBERS: ANewFn: https://www.anewfn.com/ X (@ClemChambers): https://twitter.com/ClemChambers FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - $1M in 2025 or Time to Sell? 8:22 - Is Bitcoin Truly Finite? 13:23 - Will Bitcoin Remain The King of Digital Assets Forever? 16:44 - Is Bitcoin Price Manipulated 19:47 - Will Global Debt Force Governments To Accumulate Bitcoin? 26:12 - Will Bitcoin Replace The Dollar or Strengthen It? 32:42 - Quantum Computing Security Threat, Is Bitcoin Safe? 36:00 - What is the value proposition of holding bitcoin? 45:57 - Is Bitcoin Still Cheap? 48:08 - Final Thoughts #bitcoin #investing #crypto

Bob Ryan, Founder of Ryan Commodity Insights, discusses the rising uncertainty the global marketplace, and the outlook for the energy markets. *This video was recorded on January 3, 2025 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW BOB RYAN: https://ryancommodityinsights.com/ FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Policy uncertainty index 7:26 - Oil price performance 11:25 - Trump’s policies for oil 17:55 - U.S. strikes Yemen 21:35 - An end to wars? 26:50 - Tariffs in Trump 2.0 28:50 - China’s navy 30:23 - Banning offshore drilling

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% off Lawrence Lepard, Managing Partner of Equity Management Associates, discusses the outlook for the monetary system, inflation, and Bitcoin. *This video was recorded on January 9, 2025 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW LAWRENCE LEPARD: Equity Management Associates: https://ema2.com/ Twitter (@LawrenceLepard): https://twitter.com/LawrenceLepard FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:40 - The Big Print 2:00 - Inflation and the Fed 6:00 - Interest rate and inflation 15:00 - Money supply and inflation 18:46 - Bitcoin vs. Gold 22:28 - Bitcoin outlook 31:20 - Gresham’s Law 35:00 - Bitcoin vs. altcoins 37:40 - A history of inflation 44:10 - Inflation breakdown #bitcoin #economy #investing

Adrian Day, President of Adrian Day Asset Management, discusses the latest jobs report and the outlook for the economy. *This video was recorded on January 10, 2025 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW ADRIAN DAY: Adrian Day Asset Management: https://adriandayassetmanagement.com/ FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Jobs numbers 7:50 - Consumer strength 10:55 - Market reaction 11:39 - Fed monetary policy 15:14 - Inflation outlook 17:46 - Commodities 22:00 - Gold vs. Stocks 28:10 - Geopolitics and markets 30:25 - Large vs. Small cap gold stocks #economy #investing #stocks

Bjarne Schieldrop, Chief Commodities Analyst at SEB, discusses the recent moves in the energy market and how Trump's policies would impact the price of crude oil. *This video was recorded on January 8, 2025 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW BJARNE SCHIELDROP: SEB Research: https://research.sebgroup.com/ X (@BjarneSchieldro): https://x.com/BjarneSchieldro FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:40 - Recent oil price action 2:50 - Oil price target 8:48 - Annexing Greenland? 15:30 - China-Taiwan and oil 17:00 - Biden limits offshore drilling 19:47 - Russian natural gas

Cameron Dawson, CIO of Newedge Wealth, discusses the latest employment data and the Fed's next move. *This video was recorded on January 10, 2025 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW CAMERON DAWSON: Twitter (@CameronDawson): https://twitter.com/CameronDawson NewEdge Wealth: https://www.newedgewealth.com/ FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:00 - Jobs numbers and market response 2:50 - End of rate cuts? 7:55 - Rate cuts and economic growth 12:07 - Past easing cycles 14:30 - GDP growth outlook 17:00 - Stock market sentiment 22:00 - Large vs small caps 27:40 - Biggest risks 30:30 - King dollar 31:00 - Asset allocation #stocks #investing #economy