The David Lin Report

Markus Thielen, CEO of 10x Research, discusses the short-term outlook for Bitcoin, and how regulatory changes will impact the crypto industry. *This video was recorded on January 24, 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 MARKUS THIELEN: 10x Research: https://10xresearch.co/ X (@10x_Research): https://x.com/10x_Research 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 0:34 - Bitcoin price outlook 5:15 - Global liquidity conditions and Bitcoin 8:26 - Bitcoin vs. Treasury yield 12:00 - Bitcoin vs. Money supply 13:00 - Fed monetary policy 15:00 - Bitcoin as store of value 16:38 - Bitcoin vs. Gold 20:42 -Senate Panel on Digital Assets 28:05 - Is crypto topping? 30:17 - Will other cryptos join Strategic Reserve? 33:00 - Future of stablecoins 35:38 - Tokenization of stocks and bonds 38:44 - Bitcoin’s next bear market #investing #bitcoin #crypto

Rick Rule discusses 2025's top investment opportunities and risks. *This video was recorded on January 19, 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 RICK RULE: Rule Investment Media: https://ruleinvestmentmedia.com/ Twitter (@RealRickRule): https://twitter.com/RealRickRule YouTube: https://www.youtube.com/@RuleInvestmentMedia 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 - 2025 investment themes 4:20 - Trade war 6:00 - Oil production 10:00 - Inflation 12:36 - Tax cuts and unsustainable debt 19:25 - Economic dilemma 21:34 - Why hold gold 22:30 - Banking business

Richard Wolff, Founder of Democracy At Work, discusses Trump's Executive Orders, NAFTA at risk, the Israel-Gaza ceasefire, and the Russia-Ukraine War. *This video was recorded on January 22, 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 RICHARD D. WOLFF: Richard Wolff website: https://www.rdwolff.coma Twitter (@profwolff): https://twitter.com/profwolff Democracy At Work: https://www.youtube.com/@democracyatwrk 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 2:00 - Inflation and tariffs 9:15 - Tariffs and NAFTA 17:00 - Protectionism and growth 24:00 - Executive action on cost of living 29:25 - Cost controls 35:50 - Israel-Gaza ceasefire 41:10 - Russia-Ukraine war #trump #economy #geopolitics

Arthur Herman, Senior Fellow and Director of the Quantum Alliance Initiative at Hudson Institute, discusses Trump's latest "Stargate" initiative, the rise of quantum computing, and the threat that quantum computers pose to cryptos and traditional financial institutions. *This video was recorded on January 22, 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 ARTHUR HERMAN: Quantum Alliance: https://www.hudson.org/policy-centers/quantum-alliance-initiative X (@ArthurLHerman): https://x.com/ArthurLHerman 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 0:50 - Stargate 4:00 - AI infrastructure 11:15 - Quantum computing 19:50 - AI and quantum 23:20 - Artificial general intelligence 29:15 - Quantum computing and cryptos 35:58 - Quantum hack on Bitcoin 38:24 - Quantum hack on Fedwire 40:18 - Defence against quantum hacks

Danielle DiMartino Booth, CEO of QI Resesarch, discusses the changes to the economy and labor market that the Trump Administration could make. *This video was recorded on January 20, 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 DANIELLE DIMARTINO BOOTH: QI Research Substack - Use this link to receive a 20% discount: https://dimartinobooth.substack.com/MEM24 Twitter (https://x.com/DiMartinoBooth): @DiMartinoBooth 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 - Trump’s inauguration and trade policies 2:35 - Immigration policies 4:50 - DOGE 6:35 - Fiscal impulse 10:05 - Labor market 17:42 - CRE market 18:55 - Investment implications 20:50 - Inflation and the Fed #economy #investing #trump

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% off Steve Kurz, Founder Partner and Global Head of Asset Management at Galaxy, discusses the impact of the Trump Administration on the crypto industry. *This video was recorded on January 16, 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 STEVE KURZ: Galaxy: https://www.galaxy.com/ X (@SteveKurz): https://x.com/SteveKurz 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 0:45 - Bitcoin price post-inauguration 1:33 - Global liquidity vs. Bitcoin 6:39 - $500k Bitcoin 8:32 - Will Bitcoin replace bonds? 11:30 - Strategic reserve with other cryptos 14:20 - Stablecoins and U.S. dollar reserve currency 19:30 - Gen Zs and crypto 22:35 - Institutional crypto changes 27:40 - Crypto regulations 28:24 - Future of cryptos and commercial bankings #bitcoin #crypto #trump

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% off *This video was recorded on January 19, 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 CHRIS VERMEULEN: The Technical Traders: https://thetechnicaltraders.com/davidlin/ YouTube channel: https://www.youtube.com/@UCenLy4V5NgxEz7pwosA9hiw X (@TheTechTraders): https://x.com/TheTechTraders 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 - Market action in January 3:20 - One more push higher 5:00 - Investing strategies 13:25 - Is market topping? 16:10 - Gold 18:00 - Asset “revesting” vs. Trading 20:33 - Mistakes Chris made as a trader 23:50 - Trading cryptos #stocks #trading #investing

Thomas Hoenig, former President of the Kansas City Fed (1991-2011), former Vice Chairman of the FDIC (2012-2018), and currently the Distinguished Senior Fellow at the Mercatus Center, says that inflation is unlikely to come down in 2025, which could cause the Fed to pause rate cuts. *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 HOENIG: Mercatus Center Discourse: https://www.discoursemagazine.com/ Substack: https://www.finregrag.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 – Inflation won’t come down 3:20 – Fed cut in 2025 6:54 – Fed pandemic policy 12:33 – Economic outlook for 2025 14:46 – Government debt 20:49 – Eliminating the FDIC 23:39 – When the Fed should cut rates 30:43 – Financial regulation  35:53 – California wildfires #economy #inflation #federalreserve

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% off Steve Hanke, Professor of Applied Economics at Johns Hopkins University, discusses changes to the economy after Trump's inauguration. Watch Steve Hanke's last interview with me before the New Year: https://youtu.be/oq8BpG38O3Y?si=HgfO_VImrCiU0cCs *This video was recorded on January 17, 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 STEVE HANKE: Twitter (@steve_hanke): https://twitter.com/steve_hanke Email: hanke@jhu.edu Capital, Interest, And Waiting: https://www.amazon.ca/Capital-Interest-Waiting-Controversies-Additions-ebook/dp/B0D9741TWH 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 #politics

Paul Sankey, President of Sankey Research, discusses the effect of sanctions on Russian oil, and what could happen to energy under Trump as tariffs and a potential trade war loom. *This video was recorded on Jan 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 PAUL SANKEY: Website: https://sankeyresearch.com/ Twitter (@SankeyResearch): https://x.com/crudegusher 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 – Sanctions on Russian oil 4:34 – Oil policy and the economy 11:30 – 2025 oil outlook 16:34 – Trump and the energy industry 18:12 – Oil companies 20:51 – Canada’s proposed energy export ban 27:55 – Middle East tensions #oil #economy #investing