Just finished analyzing fresh research from Goldman Sachs and Morgan Stanley (Nov 7, 2025). Here's what institutional desks are actually seeing vs. what crypto Twitter is saying. The Big Picture 🎯 Markets are in a fascinating transition phase. We're seeing AI euphoria collide with ROI reality while crypto quietly builds institutional rails despite the price action drama. Key Market Levels Right Now: - SPX trading below 50-day MA with critical support at 6700/6407 📉 - BTC at $101k (-5% WoW), ETH struggling at $3.3k (-11%) - CTAs sitting at 95th percentile historically = potential $35.5B systematic selling on further downside ⚠️ Three Critical Insights You Need to Know 1. AI Adoption: The Gap Between Promise and Profit 🤖 The numbers tell an interesting story: - Only 24% of AI adopters can cite quantifiable benefits (up from 15% last year) - Just 15% of S&P 500 companies reporting measurable AI gains - BUT... those seeing benefits are crushing it: Procter & Gamble: AI ad testing at 1/10th previous cost 💰 Bank of America: 10-15% reduction in code generation costs Recursion Pharma: 80-90% decrease in drug discovery costs 🚀 Translation: We're still in the "figure it out" phase. Winners are emerging but it's not the broad revolution everyone expected... yet. 2. Crypto's Stealth Institutional Build-Out 🏗️ While everyone's watching price charts, the real action is in infrastructure: What's Actually Happening: - UBS launched live tokenized fund transactions with Chainlink ✅ - Franklin Templeton running Hong Kong's first tokenized fund - Clearstream operating tokenized securities platform for institutions - Stablecoins becoming the institutional liquidity rail nobody talks about The Disconnect: Crypto Twitter obsesses over BTC hitting $100k while institutions are quietly building the plumbing for a tokenized financial system. Classic misdirection. 3. This Isn't 1999 (And Why That Matters) 📈 Everyone's comparing AI to the dot-com bubble. Here's why they're wrong:

https://youtu.be/bL7UlQjf2ec?si=PtSbADOQNoc1JnCw I found this YT video after our discussion regarding moving large amounts of BTC.This guy belongs to a crypto tax co. He’s saying that moving your BTC into a wrapped version is not a taxable event. I’ve not found anything else yet to corroborate or contradict.

Hey guys. I have Exodus on both my desktop pc and 1 laptop. The desktop Exodus app is functioning without issue. On the laptop I tried to set up Trezor for the extra layer of protection which i apparently did wrong and so far Exodus is not much help. As shown in the pic, it shows a little over $3K under trezor, but the rest is at $0. Theres over $110K in there. I can see the coins on my desktop pc, just not my laptop. Does anyone know how I just remove Trezor? Apparently I'm not savvy enough to have Trezor on Exodus.

Hey everyone! Wanted to share some powerful insights from a recent discussion about the habits and beliefs that make a difference in this space. These aren't just theories – they're practices that have been battle-tested through market crashes, drawdowns, and the daily grind of DeFi. 1. Guard Your Attention Like Your Private Keys 📱 Screen time is the silent killer of focus. I've noticed that excessive scrolling shrinks my attention span and makes me irritable – not ideal when you need laser focus for DeFi. Set boundaries with your devices. Your attention is your most valuable asset. 2. Define Your Purpose Crystal Clear 🎯 Know exactly WHY you're here. When you have a definite purpose, every action becomes intentional. Ask yourself: What's your endgame in this space? 3. Unshakeable Self-Confidence 💪 This one's non-negotiable. Through every crash, every setback, every "rug" – maintain absolute faith in your ability to succeed. Not blind optimism, but deep belief in your capacity to learn, adapt, and overcome. 4. Program Your Subconscious for Success 🗣️ Your self-talk matters more than you think. Replace "I'm gonna fail" with "I'm gonna kill it." Simple? Yes. Powerful? Absolutely. Daily positive affirmations aren't woo-woo – they're mental programming that shapes your actions. 5. The Golden Formula: No Negative Thoughts ✨ Here's a game-changer from the discussion: "Don't feel or think negative about yourself or anybody else." This isn't toxic positivity – it's about maintaining a constructive outlook that keeps you moving forward. Over time, you'll naturally remember the lessons more than the losses. 6. Your Specialized Knowledge is Your Edge 🔑 Let's be real – what we do in DeFi isn't easy. The fact that you're here, showing up daily, learning the protocols, understanding the risks – you're developing expertise that 99% of people don't have. That's valuable. Own it. The Bottom Line: Success in DeFi isn't just about finding the right protocols or timing the market. It's about developing the mental frameworks that keep you sharp, focused, and resilient through all market conditions.

Is there a way to subscribe to all of the live sessions at one time vs one at a time?