The strangest thing on Tim Knight's screen this morning is that gold and Bitcoin are living in completely different worlds. Gold is the only major red quote he can find, down about 50 dollars and drifting, while Bitcoin has exploded from around 62,000 in mid August to roughly 86,000, blasting higher on Friday and again today. Two assets that used to hold hands, in his words, have gotten divorced.
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Chapters
00:00 Meta and the tech surge
00:23 The ES and NQ near highs
01:25 Why he distrusts seasonality now
01:48 Gold and Bitcoin in different worlds
02:31 Bitcoin's run to 86K
03:11 The one bearish trend line
03:58 He holds no crypto at all
04:41 MicroStrategy's exhaustion gap
06:01 The crypto equities running hot
06:46 A Greenland miner up 160 percen...