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The 4-Year Bitcoin Plan: Zero Losers in History. Canton & Ondo. | Digital Asset News Transcript

Polished transcript · Digital Asset News · 25 Sept 2026 · @nonbureaucrat

Digital Asset News host Rob analyzes Bitcoin's four-year return history and highlights Canton and Ondo as altcoin opportunities

Solo presenter video from the Digital Asset News channel.

Summary

Rob, the host of Digital Asset News, presents a historical analysis of Bitcoin's four-year rolling returns, arguing that no investor who held Bitcoin for four years has ever lost money since 2010. He walks through diminishing-returns data from cycle lows and cycle highs to suggest a price range of roughly $180,000–$190,000 as a plausible target for the next peak. He then covers two altcoins he considers strong plays for the current real-world asset tokenization narrative: Canton, which is set to be used by the DTCC for settlement of treasuries, equities, and metals in the first week of October (an upcoming launch at the time of recording), and Ondo, which has launched automatically rebalanced portfolio tokens built on BlackRock strategies. Rob also reviews an AI-driven trading feature from iTrustCapital, concluding it adds value for altcoin strategies but not for Bitcoin, where simple buy-and-hold outperforms the AI model. He closes with a Q&A session covering topics including the Bybit hack, Sui's recent price performance, the altcoin season index, ozone and peptide therapy, and AI-driven security risks. Rob also reflects on his own cycle journey — how he briefly abandoned the four-year cycle thesis in favor of a super-cycle narrative in 2025, when he took profits, and his regret about not exiting more aggressively near the top.

Key Takeaways

  • Bitcoin's four-year holding record is unblemished — Rob's chart analysis shows that every investor who held Bitcoin for any four-year window since 2010 has been in profit, making the four-year horizon his core argument for new investors still on the fence.
  • Diminishing returns suggest a $180K–$190K target — Cycle low-to-high returns have gone from 116x to 21x to 8x, implying roughly a 3x from the current cycle low. If the low was approximately $58,000 in early July, that points to around $174,000–$180,000. All-time high-to-high comparisons similarly suggest around $190,000.
  • Canton is breaking out ahead of a major DTCC launch — The DTCC, which processed over $4 quadrillion in transactions in 2025 and safeguards $114 trillion in assets, is launching Canton-based settlement for treasuries, equities, and metals in the first week of October. Canton was up nearly 16% on the day of recording. Rob flags the infinite max supply as a concern for long-term price appreciation.
  • Ondo's BlackRock-backed portfolio tokens represent a genuine utility case — Ondo has launched single-token portfolios built on BlackRock strategies, with automatic rebalancing, 24/7 transferability, self-custody, and on-chain transparency. Rob sees this as a meaningful advantage over traditional ETFs, though Americans are currently excluded due to regulations.
  • AI trading adds value for altcoins but not Bitcoin — Rob's review of iTrustCapital's AI strategy tool showed the Solana strategy returning $70,000 on a $10,000 investment versus $29,000 for buy-and-hold, while the Bitcoin AI strategy returned only $47,000 versus $64,000 for buy-and-hold — making the AI approach counterproductive for Bitcoin specifically.
  • The altcoin season index is approaching a signal level — The index, which peaked at 80 in September 2025 before declining, was just one point away from re-entering altcoin season territory at the time of recording, suggesting a potential rotation out of Bitcoin dominance may be beginning.
  • A difficult Q4 macro environment remains a concern — Rob cites rising 10- and 30-year Treasury yields above 2007 levels, geopolitical tensions involving Iran, high oil and diesel prices, and prediction markets showing a 60–80% chance of Republicans losing the House and Senate in midterms as factors that could create further market turbulence.
  • AI-enabled social engineering is an escalating security threat — Rob argues that the most dangerous crypto hacks are not technical exploits but social engineering attacks, and that AI will make these dramatically easier and more scalable, while also noting that the same AI can be deployed defensively.

  • FULL TRANSCRIPT

    The Four-Year Bitcoin Plan: No Losers in History

    Rob: Well, everybody, it's another great day to be in the digital asset space and we have a lot of things to go over, so let's just jump right into it. As the title and thumbnail suggest, what I want to take a look at is the four-year Bitcoin plan — and actually, right now, it's more of a three-year Bitcoin plan. What I want to show, though, is just how amazing the four-year picture looks if you've done any type of dollar-cost averaging investment.

    I want you to share this with the people in your life who are on the fence about Bitcoin — the ones who've probably been asking about it for quite some time. You can talk to them about the fundamentals, but I've learned along the way that the first thing everybody really responds to is number go up. That's the big thing. They don't really care about decentralization. They don't really care about how it can change peer-to-peer transactions, or the M2 money supply, or how scarcity works. It's just: does the money increase or not? Start with that.

    What I want to show people in this video is that you really can't lose — at least over the last, I don't know, since 2010. So as we take a look at this, I want you to focus in on this four-year gain box right here. And of course, it's not going to be as crazy as an 85x. What I'm looking at is taking you back four years. If you invested on January 1st, 2013 — and if you invested in 2012, 2011, or 2010, it would have been much, much greater as far as return on investment. What I'm showing you, and what I want you to share with your friends, family, and loved ones if they're at all interested, is this: if you just stick around for four years — and in this case really three years, because if the four-year cycles are still intact, depending on things, maybe we'll have a blowoff top in 2029 at some point — the trajectory is going up.

    The thesis is very simple. M2 money supply. Governments are going to keep printing money. Governments are going to keep debasing the currency, and because of that, inflation will continue to go up. So you need to buy some assets. I can't tell you which ones to buy. I can't give financial advice. But I'm just telling you right now, historically speaking, Bitcoin has been the hardest and the best out there.

    So take a look at this little blue dot and this little green dot. I want you to focus on the four-year gain. We're going to go through this very slowly. What it's showing you is the four-year gain over time and whether you would have lost money or not. And we just see that, of course, over here — well, obviously not. We wouldn't have lost anything because we bought the top, but we bought the top again. Of course, we're taking a look at four years prior in 2013. But let's just say that this part right here doesn't exist. You don't know this yet. The only thing you know is this blue dot. And if you just had a crystal ball — watch this four-year gain. If you would have said to yourself, "Okay, I'm just going to stick around for four years. I'm not going to touch it. I'm just going to keep accumulating." Even if you bought in at the very lowest in 2013, you'd be up 12x in four years.

    Let's just keep going. So here you are in 2015. You're thinking to yourself, "What am I doing? I just can't believe it." Then it goes up and you're like, "Hey, I'm doing pretty good." And then going from here you're like, "I'm a genius. This is the best thing of all time." Look at that four-year gain — just keeps going up. Then you get to here and you're like, "You know what? I can't lose. I'm going to keep buying." Now, if you kept buying on this, even in four years you still would have been ahead. Just keep going. Four years: 3x, 4x, 2x, 2x. And what you want to do is try to buy the bottoms. That's kind of how this works. You want to buy when it's cheap and sell, or take some profits, or rotate into cash until you get into more Bitcoin later on. I like that.

    And we just keep going on the four-year journey. 2x — not too bad. 3x, 4x, 5x. And then here we are again. This was roughly the coronavirus time. And if you would have ignored all the FUD, you would have been up 12x in four years. But you didn't do that. That's okay, because you're just going to keep watching this video and say, "Hey, four-year gains." Let's say you bought the top in 2021 like I did, and that was the only buy you had. In four years you would have been up almost 2x, even though you bought the previous top. Now let's just keep going. And we're here. And we're here. And we're here. And of course you see the four-year gains. You haven't lost at any time up to the current time frame of September 27th.

    So along this whole continuum, if you just would have kept at it or just not sold, you'd always be up. So the people who are wondering whether they should get into Bitcoin — I've got to tell you, this would be around the time that wouldn't be a bad opportunity, as time marches on. Show that to people so they can understand that time is on their side, time is their friend.

    Diminishing Returns and Price Range Projections

    But the question they're going to have — and you might have too — is: what's the price going to be? I can't give you price predictions because they're all worthless. But I can give you a little bit of a range. Check this out. We've talked about this a couple of times. I just wanted to revisit it one more time.

    Last cycle, 2024 and 2025 were essentially the massive bull run years. You can put 2023 in there too, and that's fine. But the foundation was set. We got an ETF in 2024. BlackRock came around and said, "Hey, we're going to want to be a part of this ETF." And BlackRock, of course, with their $15.3 trillion in assets under management, is a massive institution to come into it. Then of course you had Fidelity and Grayscale — they've been around for quite some time — and you had a whole host of institutions come in and say, "Yes, we accept Bitcoin." That was the foundation. You had government support. The CFTC and the SEC actually rolled out and said, "Hey, look, we can't get clarity? No big deal. We'll make rules for you. We'll help you guys out." And they're rolling those out right now. And of course we had a president. People will say, "Well, he enriched himself with his meme coins and World Liberty Financial." Not wrong. And then of course we had digital asset treasuries and we had the four-year cycle when everything was going great for 2025. And then of course we went down.

    Now, to match what we have here into 2029 — I think that will be quite interesting. Because since I got into Bitcoin in 2017, everybody said the same thing: "Once we have the government on our side, and once we have more institutional participation — when the ETFs come — that's when everything will blow up and we'll have a super cycle." That didn't happen. I still don't think that'll ever happen. Well, not ever — maybe at some point. But I want to show you this.

    The all-time low to all-time high. This is when you want to buy the low. I want you to focus on these return-on-investment numbers in the yellowy color, right where the green arrow is. It says 116x in 2015. Went from $170 to $20,000 in two years. Not bad. 116x because you bought at the low of the cycle at $172. If you'd bought at $1,000, you'd only have been up a measly 20x. You bought at the bottom, and that's kind of where we're at right now. I don't know if it's the absolute bottom, but we're pretty close. I was dollar-cost averaging when it was around $60K. Actually, I think one day I hit $59K. I'm feeling pretty good about that.

    The next one: you bought at the low in 2018 when it was $3,000, and you just waited about 1,160 days — three years and some change — and you're doing a 21x. That's pretty good. And then the next low to the high in 2022 was $15,000. You did a clean 8x. So what do you notice about these? There are diminishing returns. 116x, then 21x, then 8x. So what does this mean for the next one coming in? Well, if all things are equal, maybe a 3x from the low of the cycle. And if the low is what we think — which was July 1st at $58,210 — that's looking at a little bit under $180,000. Not too bad.

    Let's take a look at this one. How about if you bought the all-time high, all-time high to all-time high? Again, pay attention to the yellowy colors. It's a 40x from 2011 to 2013. From 2013 to 2017, it's a 16x. From 2017 to 2021, it's almost three and a half times. And at 2021, if you would have bought the top at $67,000, then waited to sell the top at 2025 on October 6th, it's a 1.8x. So again, diminishing returns. Maybe we get a 1.5x. Okay, maybe $190,000. So that's where we're at.

    So when I talk about these moving forward, this is the time to buy, I think. The time to buy was when everybody was pretty unsure — even myself. I was doing dynamic dollar-cost averaging, which essentially meant that when the risk levels went low, I would double up or quadruple the amount I would buy every single Monday on the Cash App. Seems to work out okay.

    Now, Q4 is coming up. Historically speaking, that's usually when things go down — let me use my terminology correctly. But if that is the case, especially with the midterms and with probably Republicans losing the House and the Senate — don't blame me, that's what Polymarket says, 60–80% chances on the predictive markets, I don't make the rules — that's going to really put a wrench in some things for the markets themselves. So this could cause a little bit of turmoil. But we'll see.

    iTrustCapital AI Trading Strategies

    Anyhow, let me know what you think about that in the comments section. And then also, if we're going to talk about Bitcoin, we need to talk about the other aspects of it. We've been talking Bitcoin pretty heavily for a long time. Now we're starting to see altcoins move a little bit. Are altcoins as good as Bitcoin? No, they're not. But they can do a heck of a lot more things than Bitcoin can — let's just be honest. Because of that, I think it's something you may want to think about.

    First of all, this is a dummy account set up for me by iTrustCapital. I have an account there with a Roth IRA for my retirement, because I don't like to pay taxes. Every time I pay taxes, the government uses that and funds some stupid thing that goes into some black hole and we never see any of it. So I refuse to pay taxes as much as possible. Having said that, iTrustCapital has a Roth IRA plus custodial services. And they just rolled out AI-formulated trading. What they did is they incorporated artificial intelligence — not OpenAI, but specific intelligence requirements or AI for their customers — where you don't have to download anything. It's going to do these things for you.

    The account always starts with $10,000 in this dummy account — you can put whatever you want in, this is just for an example. But you see these strategies. You don't have to download anything. All you have to have is an account. There's a quantum strategy, a quantum alternative strategy. Look at these gains — but they're back-testing these. This isn't like they're guaranteeing you plus 1,471%. These are four-year returns if they would have followed a specific strategy put together by their iTrustCapital AI quantum alternative. The holdings are Bitcoin, ETH, LINK, SOL, XRP — Bitcoin, ETH, LINK, SOL, XRP — quantum aggressive, quantum guarded, Bitcoin strategy, XRP strategy. What it's doing is giving it the right to buy and sell specific cryptos and digital assets, with AI doing the work. You can go tend to the kids, get other stuff done. You don't have to be a trader. You just put this in there — bing, bang, boom, done.

    Now, I want to show you something. I think these are great, but I would not do the Bitcoin-only strategy. It doesn't make any sense. Here's what I'm talking about. Let me log back into that dummy account. All right, dummy account. So, the Bitcoin strategy. I want you to notice something where it says "Bitcoin strategy" versus "buy and hold." The Bitcoin strategy is in green and the buy and hold is in gray. This one makes no sense to me. I like the transparency here — it's telling me that if we go back four years and put in $10,000 as buy and hold versus the Bitcoin strategy, you can see that on some places the Bitcoin strategy actually works. But look at this separation. Buy and hold at the top: you'd have $64,000. The AI strategy would only be $47,000. So why would you do that? It makes no sense. So for me, that's out. I'm not using this AI platform for a Bitcoin strategy.

    But I have taken a look at this one. Let's take a look at the Solana strategy. This ought to be good. Over four years, again starting with $10,000. In green is the Solana strategy, where it will sell a little bit of Solana and pick up Solana across the way. And it does this for XRP, it does this for Ethereum, and also across a whole index of cryptos. The Solana strategy is working out pretty good — really good, actually. On 2022, if you had put in $10,000 on September 25th, what happened on November 4th looks like it sold. Yeah, it looks like it sold a bunch of them, or would have sold a bunch of them, and retained the $10,000. And then as it went up — and I think this is the trick with AI, because it just uses algorithms, looks at the data, and is indiscriminate — you can see that coming over here to September, the Solana strategy gives you $70,000, buy and hold gives you $29,000.

    So again, I think this program works great for altcoins. I'm not going to use this for Bitcoin. Bitcoin's easy. And if you just want to use Bitcoin, that's fine, but I just see this as one more way to do things.

    There are two things to note. It's a $1,000 minimum allocation. If you do this, they're waiving the fees until January 1st, 2027. But after that, if your position value is up to $25,000, it's free. $25,000 to $100,000 is $50 a month, roughly $49. And tier three is $100 — or $99 — a month if you have anything over $100,000. Somebody might say, "Rob, that sounds ridiculous. I'm not paying that much." Look, if you're up 1,000%, I think you might. Something for you to take a look at. I'm going to do one of those — just got to figure out which one. Probably the Solana one.

    Canton and the DTCC Launch

    And then to finish up on altcoins: Canton. We talked about this a couple of days ago and we talked about how there's a big event coming up with the DTCC, which is a global financial services company that's been around for about 50 years or so. They are going to be using Canton for transactions or settlement — like treasuries, equities, metals. And just so you know, the DTCC is ginormous. That number right there is $4 quadrillion, $728 trillion, $495 billion, $680,075,044. That's the total value of transactions processed by the DTCC just in 2025. They safeguard $114 trillion in assets and settle $11.4 trillion in government securities every single day.

    We talked about how DTCC is going to essentially be doing the tokenization of real-world assets. We talked about how this actually works. Canton is a public layer-one institution network of networks. It's not a stablecoin. They burn and mint it and pay the validators. Can the price go up? Yes. Is it going to stay flat? Partly. It's not pegged, but there is an infinite supply, and I think that is an issue with Canton. And just as a reminder, it's important to know your tokenomics. As of today, the total supply is 39 billion. Circulating supply is 39 billion, but it's going to be increased over time to pay for those validators. That's why the max supply is infinite.

    Having said all that, Canton had a nice little breakout today — almost 16% — especially with the news of what's happening with the launch in the first week of October with the DTCC. Something to keep an eye on.

    Ondo and BlackRock-Backed Portfolio Tokens

    And then also Ondo. Ondo is backed by BlackRock. It's up 37% in seven days. In 24 hours it's up 5% — not too great, but still. They haven't been doing much for quite some time. They've actually been bleeding, even though they were backed by BlackRock. I think it's because whatever they were building and doing is going to pay off, and that happens now.

    I got this report from CoinDesk. Introducing Ondo Intelligent Portfolios. Now, this is pretty interesting and I think it's a pretty good use case. Remember what moves the markets is speculation and utility. This actually has utility, and speculation doesn't hurt.

    Ondo Intelligent Portfolios is a suite of professionally designed investments, each built into a single on-chain token. The first three portfolios launched are based on strategies developed by BlackRock — remember those guys, $15.3 trillion in assets under management. I think they know what they're doing. Much of the work Ondo has been doing over the past few years has been improving access — access to dollars, US stocks, ETFs, capital-efficient leveraged derivatives, access to infrastructure that is fast and private. That's the Ondo network.

    Ondo Intelligent Portfolios is a professionally designed portfolio based on a defined strategy. Instead of you making a basket of stuff yourself, they make it for you and they rebalance your portfolio automatically. It's based on a strategy. BlackRock fills it out. Ondo determines how the model is implemented. Ondo then implements the model programmatically, tokenizes equities and ETFs — real securities — and you just hold one token. That's it. And then you can mint or redeem it as time goes on depending on how well that equity has actually done.

    Unfortunately, I'm an American, so they don't give me access. But that still doesn't matter. I think just by virtue of what Ondo is doing and who they're backed by, it's probably going to be a big winner as time goes on. Imagine having essentially BlackRock in your back pocket saying, "Make me a winner." And then you just have it in one token. That's it. The portfolio token.

    It compares itself against traditional ETFs — pretty much the same thing in terms of diversification, curation, exit anytime, exposure to equities and stocks. But the way it beats traditional ETFs is that it's freely transferable and composable 24/7, 365, meaning you can change things at any given time. And I think that's the big winner versus ETFs. Fully transparent on-chain. You have global access — except America — programmatic by design. And also, this is a big one: self-custody. Who wouldn't want that with their rebalanced equities?

    To verify this a little further, let me take a look at two of my quantitative analysts — Ivan on Tech and Wes from Smart Money Tracking. This is Ivan's Bull Mania line on the weekly for Ondo. Ivan's Bull Mania line flipped bearish at the right time when Ondo was at $1.27, and it went down to around 36–39 cents. It then flipped bullish right around 36 cents, and now we're up to 58 cents. Not bad. Let's get rid of Ivan for a second and take a look at Wes's SMC bot. A little bit of a laggard, I must admit. He did sell at $1.10 — okay, not too bad. And then his signal flipped bullish at about the same level, around 37 cents. So I'm not saying that's going to go up and to the right forever. I'm just saying that these are probably the times to take a look at opportunities outside of Bitcoin and see what you want to do.

    There's a lot of risk with any type of investment. And I'm not 100% sure that the low isn't already in. I'm one of the very few holdouts who still thinks we're going to have a really rough Q4. And if we do, we do. But I still buy every single Monday using the Cash App — not single buys, but recurring buys. I've been doing that for about six months now and it's seemed to work out okay. But moving forward, I think this is something we should all pay attention to and really do our homework on to see if it's right for us. Ondo looks pretty tempting.

    Q&A Session

    That's it for today's main content. Let's get into the best part of the show where you guys ask me questions and I try to answer them as best I can.

    Crance is here — coming to Miami for the iTrustCapital conference, should be pretty good. Good times ahead.

    CR is right: self-custody with a minimum 14-character passphrase. Exactly. Mnemonic phrase. Passphrase is a must. Multi-sig definitely — especially with what's been going on. Have you guys seen this thing about Bybit? The exchange. I didn't talk about it because I'm so tired of talking about it — it's like every single day there's a hack or somebody losing a bunch of funds. So if you don't know, Bybit was hacked on their hot wallets and they lost roughly $340 million. Correct me in the comments section. But good news — they said they have $460 million in their treasury that can offset the $340 million that they got hacked for. So no biggie, everybody. However, I did see a bunch of posts about people saying they could not take funds out. Now, this may change and people might say, "No, Rob, that's just FUD. I took everything out of Bybit and they're absolutely fine." But I've got to tell you, if I was an exchange and I got hacked for $340 million, the first thing I'd say is, "Don't worry everybody, we've got a bunch of funds and your funds are SAFU. Don't you worry. And don't take anything out." We'll see. It'll probably be okay.

    "Canton will surpass XRP." Muhammad, don't let the XRP army know that — they will not be happy. I don't know, man. XRP is looking pretty good. I mean, I've got nothing against it. It might do quite well. I know some people despise it, but the people in the community love it. They always tell me, "589, you don't know what you hold." Okay. Interesting enough, the thing we just talked about with iTrustCapital — those quantitative aggressive strategies where you get like 2,200% crazy ROI, but again, historically speaking, that's what it was, not what you're guaranteed to get — you would notice that the holdings they have are Bitcoin, Ethereum, LINK, SOL, XRP. And the reason they picked those is because they've been around a long time and they have the data to prove it. With Ondo and Canton, I think Canton was relatively recent — 2025. Ondo maybe a couple of years or so. They don't have the data for their AI agents yet. So this is what they're going with.

    "AI is already smarter than 99.9% of humans." It does make mistakes. I use Claude every single day now, and sometimes it's infuriating, but it is a lot better than a lot of the original AIs. I used OpenAI in the very beginning and that was like a disaster. People talk about how great it was and I'm like, are we talking about the same thing? But Claude's really great. And those Grok agents — fantastic. I use them for different aspects of the business and it makes things a heck of a lot easier.

    Michael says, "I bought a bunch at the low of '22 and man, the FUD was crazy." See, Michael knows it ain't easy. But if you can hold on and move through the negativity, you can make some massive gains. And right now it's quite a negative time. I mean, let's be honest — I'm not the most bullish person all the time, but midterms are coming up. We have the 10- and 30-year yields going crazy high — past 2007 levels, when it was the Great Recession. We've got this thing going on with Iran — skirmish, war, whatever you want to call it. We've got massive oil prices. I don't know if you've seen the price of diesel in America. It's above $8.60 in California and $10 in some places. And if you're in Europe, you're paying I don't know what — a bajillion dollars for a liter. These are tough times, but people think this is the time to invest in Bitcoin, and here they are. Go figure.

    "We haven't even scratched the surface of what AI-based hacks are going to do." Now, this is one place where I diverge from the doomsayers on AI. There's going to be a lot of hacks, a lot of attempted hacks by AI. We see it every day right now and it's getting even better. If I had no scruples and no moral conscience, I would be a hacker and steal everybody's money as much as possible. And the reason why is that hackers invest only in time. They don't have to stress about things. They just put in the time. Now they put in AI and they hack everything they possibly can. And most of it isn't even a technical hack — it's just social engineering, where they get you to transfer your crypto and your dollars and whatever else you have into their accounts. AI is going to make that way, way easier as time goes on.

    The difference, I think, is this: if it was a problem created by man, it can be solved by man. If you can use AI to screw over people, you can use AI to protect people. It's like a gun. You can use it in one of two ways — you can protect yourself and your family, or you can go out and create harm. With AI, you can screw over people and take all their funds, or you can protect businesses, corporations, and individuals. Depends on what you want to do. Also, you can use AI to hopefully heal a plethora of different sicknesses and diseases, and on top of that potentially improve the entire human ecosystem. I personally heard the same thing said about computers, the internet, social media, and digital assets — that everything was going to take everybody's job and wipe everything away. Still hasn't happened. I'm still waiting for my flying car that I was promised 45 years ago.

    "Hey Rob, can you check on Sui? It's been pumping but it sounds like it may have run too fast." I like Sui. It's very fast, it's got some great tech, and it's got some good people behind it. It's ranked number 27 and over a year it's down 63%. But in 24 hours it's up 12% and in seven days it's up 40%. Very nice. In one month it's up 54%. Three months — 66%. Pretty good. How about a year? Okay, you got me on that. But isn't that funny? Maybe that was the bottom six months ago. The bottom for Bitcoin was roughly June 30th to July 1st, somewhere around there. But for altcoins, it's anybody's guess. Looking pretty good though. Maybe we have one more downturn. This is the beauty of dynamic DCA.

    Altcoin Season Index

    And if you don't know what dynamic DCA is, there's a link in the description under the CryptoCritical videos where the number one and number two videos I talk about are how to avoid scams — I know it's not very popular because it doesn't make the number go up, but it does save you from losing absolutely everything. And then I talk about dynamic DCA. Sui might be one to watch.

    "The altcoin season index." Jimmy may be onto something. We did a video on all the indicators and how they all kind of sucked and didn't really pop off or do much of anything. The ones that did do quite well were Ben's risk levels, Ivan on Tech's Bull Mania, and Wes from Smart Money Tracking and his SMC bot. Those three did pretty well. And there was one more — the altcoin season index.

    On September 12th, 2025, it topped out at 80 and then started to go down. If you would have sold in September 2025, I don't know what the prices were, but it's pretty good. And it went below this little level. But now — oh sugar — we're one point away from the season index. That was fast. Well, I might have to start taking some profits on these little altcoins. I didn't buy much — I was mostly Bitcoin — but there were some I got into. Something to watch. And this one's free. If you look at coinlass.com and just put in "altcoin season index," it'll come up.

    "Ripple Prime has been integrated with DTCC since June." Very nice.

    Ozone and Peptide Therapy

    "Hey Rob, nice haircut. Very handsome." This is actually my mom's account. Thank you, I appreciate it. I had to cut my hair because in Puerto Rico it's been like 90-something degrees plus humidity at 10,000% — I don't know if that's a real number, but it sure feels like it. And today I have to go out there and fix the sink and fix the pump on the pool. Fun times ahead.

    "Can you show the Bitcoin strategy for three years, showing what it would be if you bought at the bottom of the bear market?" Yeah, I could. There's one of two ways to do that. The best one would be this. Can everybody remind me what the bottom was in 2022? Was it November 13th or the 18th? I forget. Anyhow, if you'd like to have this DCA tool, sign up for Ben's website — I believe this one's free. The DCA equal amounts tool lets you just play around with it. It's pretty fun if you want to see how things work out, and actually to show your family that you're not crazy. You can show them: "Hey, I put $1,000 into Bitcoin when it was at its lowest." Let's do a lump sum of $1,000. At its peak, $6,500. So roughly 545% — not too bad. Now let's go back to 2018. Let's say the 17th. You put $1,000 in. In 2021, you would have 20x'd. And then in 2025, you'd get a 37x — $37,754. Not too bad. Of course, who actually buys at the very exact bottom in a lump sum? It comes down to this: you're going to try to buy the bottom, you might hit it a couple of times, and that's great, but you're probably going to buy above it. And with selling, you're not going to hit the top either.

    "Hey Rob, what's ozone therapy?" So ozone is the O3 molecule. I'm going to reference a video from Ran from Crypto Banter. He fell off his horse and broke his clavicle or his shoulder — one of those things. He's been in major pain. I guess people were saying that when he does his live stream, he's probably a little loopy because he's on narcotics, which is normal — I worked in the medical field for two decades, it's very normal. And I just told him, "Hey man, if you want to heal yourself quickly, and if you broke it in specific places where maybe surgery isn't an option depending on where it actually is, I did two things: ozone therapy and peptide therapy, which was the Wolverine protocol."

    To get that information, just follow my doctor, Dr. Esrius. He's the guy that got me into ozone therapy. Essentially what it is: it's just ozone, O3, a gas. They withdraw it into a syringe, mix it with your blood, and then reinfuse you or infuse it into the area. What it does is it activates your inflammatory system. Cytokines go to the area and it pretty much signals the body: "Hey, there's damage here, we need to get in here — angiogenesis, make new blood vessels, clean out the garbage that is here, and repair the system." That's essentially what ozone therapy is. And peptides are totally different. Peptides — you might know the most famous one is insulin. Things like BPC-157 and others are injected into the area and work essentially the same type of way. Watch that video, "Future of Wellness: The Wolf Protocol," and we talk about what that is. Especially if you're getting old. When you're in your 50s, everything hurts.

    I was just giving medical advice. That was an impromptu question. But no — we were talking about Bitcoin being pretty safe over four years, and then we talked about Canton and DTCC rolling things out in October, and then Ondo being backed by BlackRock and their three types of funds, which I think would be pretty big unless you're an American.

    Closing Thoughts and Cycle Reflection

    "Are we winning yet?" I'm feeling okay. I'm feeling pretty good about things going forward. I just have this achy feeling. I turned against the four-year cycle in 2025. I thought, "You know what, maybe this is a super cycle. We got everything right. We got the current administration totally backing it. We got the President of the United States talking about it. We have an ETF from 2024. We've got the biggest asset manager on the planet getting behind it. We've got a strong economy. Things are working out pretty damn well. Even the CFTC and the SEC are loaded and ready to go. Even Congress is pretty much saying they want a crypto nation." And look what happened. Didn't happen. 2025 still prevailed. Four-year cycle still intact in that regard. Yes, I understand that we got an all-time high before the halving. I get it. But it wasn't right on the dot. October 6th, 2025 was the high. Then four days later, off we go.

    So I poo-pooed it for a while. Took some profits around November and December. Actually, there's a video in there — the last CryptoCritical video — where I said, "Get out, November 2025." It was November 19th. Again, I didn't say it at the top, but I did say it at that point. And it's pretty much just saying, "Hey, it's going to get worse. You need to get out now." But again, I did not hit the top. I wish I would have sold more, or I wish I would have transitioned — as Matt Crosby says, pivoted into other things — so I could pivot back into Bitcoin at some point.

    Rob, how's the weather down there? Super hot and humid, but you know, that's what beer was created for.

    I know it's a long one today. A lot of things to go over. But I try to bring everything to everybody's attention — that this is around that time, and dollar-cost averaging works pretty well. Dynamic dollar-cost averaging works even better. And of course, timing the market perfectly works fantastic if you can do it. I'm not that smart, and that's why we're here today.


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    Summary