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0:00 Introduction
1:30 The Ugly
1:35 Big Unlocks This Week
2:11 SOL ETF DOA
2:52 XRP is Not a Security – so No Chance SOL is
3:38 KH looking to GG as Treasury Secretary
4:37 Bankruptcies Spike to 2016 Levels
5:21 Bye Bye Travel – No Mon, No Fun!
6:38 If You Own a Restaurant – Cut the Burn
7:25 The Bad
7:29 F&G
7:37 BTC Season: Down to 22
7:51 Last 90 Days
8:27 AAVE Wins the Day
8:51 SCP Wins The Month
9:04 ETH ETF Inflows Stall
9:59 ETHE Dumping Faster than GBTC Did
11:16 Want a recap?
11:30 The Good
11:35 Crypto Market Last Mth/Bitcoin
12:03 Crypto Market Last 7 Days in Melting Ice Cubes
12:33 Asset Dominance
14:06 Digital Asset Fund Flows
14:33 Flows by Asset
15:19 Bitcoin ETFs Will Soon Have 1M BTC
15:57 Rate Cut Poll – Dovish Talk Incoming
17:12 Fed Rate Cut Crypto Oppty
18:10 DXY Taking a Dump
18:50 DXY BTC Normally Inversely Correlated
20:04 DXY Breaking Down, M2 Breaking Up
20:38 When Tether Mints… BUY
21:06 Stablecoin Signals – BTFD
21:38 Mr 100 Buys 1,900
22:28 3 Bull Market Cycles
23:43 75% of BTC have not moved in the past 6 Months!
24:36 Sth Korean NPS Buys Big Bag of MSTR
25:31 BTC’s Negative Funding Rates
26:59 Sell Side Subsides
27:21 SwissBlock: Back To PermaBull
27:49 Stock Market Last 7 Days/US$
28:39 Why We Buy Dips? Gainers from Panic Lows
29:35 Apple Wallet Crypto Update Will Be Huge
30:55 Saylor the Legend
31:42 Tesla Domination
32:26 1 Powerwall is $10K
33:07 MegaPactory Shanghai 45% Complete in 12 Wks
34:04 Piper: Megapack Expect a 20-fold Increase by 2030
34:48 USA ICE Melting, EV’s Growing
35:36 US Tesla Sales Robust vs 2023
36:24 New Record 8.5% Homes are $1M Plus