Fernando Ulrich

Bitcoin is the only truly decentralized digital asset backed by global liquidity and proof-of-work. It has demonstrated superior performance during geopolitical crises (e.g., the US-Iran conflict) while gold corrected. Furthermore, a survey indicated 70-80% of AI agents prefer Bitcoin as a medium of exchange, reinforcing its role as neutral digital money. These factors support a long-term bullish view on Bitcoin as a safe haven and future AI-driven settlement asset.

Despite a sharp sell-off in Strategy's preferred stock (STRC), the speaker remains long and does not plan to sell. He argues the sell-off is not a 'death spiral' for Strategy, and the fear is unwarranted. He promises a deeper analysis in a future video but maintains his bullish position.

A potential pending peace deal between the US and Iran is driving oil prices lower. Brent crude has already dropped below $88 per barrel, and official confirmation of the deal would sustain or increase downward pressure as supply disruptions ease, including the resumption of oil exports from UAE and Kuwait through the Strait of Hormuz.

SpaceX's historic IPO, the largest ever, is a strong signal that the AI bubble may keep inflating for months or even years. With a very low float (~5%) and imminent inclusion in the Nasdaq 100, passive buying from ETFs and index funds will provide upward price pressure or at least offset insider selling, making the stock attractive in the near term.

Stablecoins (USDC/USDT) are being rapidly adopted by Brazilians as a digital dollar store of value and medium of exchange, with monthly inflows exceeding $2 billion and cumulative holdings near $60 billion. The trend is driven by convenience, lower costs, transparency, security, and the ability to self-custody, making them an attractive alternative to traditional banking for dollar exposure, despite potential regulatory headwinds like IOF.

Stablecoins (USDC/USDT) are being rapidly adopted by Brazilians as a digital dollar store of value and medium of exchange, with monthly inflows exceeding $2 billion and cumulative holdings near $60 billion. The trend is driven by convenience, lower costs, transparency, security, and the ability to self-custody, making them an attractive alternative to traditional banking for dollar exposure, despite potential regulatory headwinds like IOF.