📈 BTC Supply, Distribution, Portfolio Tips & Proxy Insights 👀

#BTC #Solana $CLSK #TSLAvsNVDA #WhyProxies #Supply #Distro #IAPortfolio
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0:00 Introduction
1:15 Where to Ask Questions
1:23 If the current demand for Bitcoin is 10x the daily production, increasing to 20x at the halving, and the previous ATH was $68K, is it possible that the price of Bitcoin could reach somewhere between 10x or 20x $68K. My simple maths would put the price between $680K and $1.35M?
1:48 Your Logic
2:26 My Sand Bagged Logic
4:10 New IA ETF ONLY Price Logic
7:13 Early Days Yet
8:01 Do you anticipate hypothecation or rehypothecation risks in the future with the BTC ETFs? Are we in danger of having an explosion of ‘paper bitcoin’ just like we have paper gold today?
8:23 Far Less Risk Than paper Gold
9:50 Gold is Mysterious
10:23 Bitcoin is Transparent & Immutable
10:50 In the scenario where BTC doesn’t undergo a bear market in 2026, do you anticipate a similar trend for altcoins, or do you foresee a decoupling between BTC and altcoins?
11:10 GOLD ETF Up Only for 8 Years after Launch
12:06 Decoupling Yes
14:06 I finally signed up for Patreon after more than 2 years of watching the vids on youtube. Now that Tesla have taken a hit and crypto has gone up, would you recommend rotating some of the crypto profits into Tesla, or is it too early?
14:43 Not All Disruption Rises at the Same Time
15:19 Key Investing Lesson: Don’t Chase Pumps
15:59 IA now 73% Crypto & Crypto Proxies
17:55 My NVIDIA bag made my equities portfolio go to 35% NVIDIA and 65% Tesla. Is it time to swap NVIDIA for Tesla?
18:23 Tesla vs Nvidia
19:34 Tesla:Nvidia Pair Chart on ATR
21:23 I saw this picture of BTC distribution. Can you check if it is really like this or close to it?
21:47 River View of the World
22:29 IA View of the World
23:21 River vs IA Delta
25:14 Blackrock and Goals
26:11 I am 82 and investing on my own in a $100k account. Monthly income from IRAs but want to build my non-IRA at Fidelity. About half of Fidelity in Tesla (and some in IRA). Some in 3x miners, NVDA and MSTR. Bought BTC directly thru Fidelity with their 1%…
26:58 Fidelity BTC Account Options and Risk
27:46 Risk Note
28:38 My crypto portfolio is currently 55% BTC and 40% SOL. The remainder in SOLALTS. At the rate BTC is climbing, is now is the time to convert my SOL bag to finally become a wholecoiner? I fear the opportunity to become a wholecoiner may slip since it may outpace SOL with the launch of the ETFs. What would you do?
29:08 Wholecoiner is Aspirational Target
31:01 I’ve been swallowing all IA stuff for a long time but still didn’t get what’s behind derivative nature of miners/mstr vs pure bitcoin. What is underlying economics explaining much stronger proxies volatility?
31:59 MSTR Gambit – Self Fulfilling Prophecy
33:09 $BTC Needs to Hit $76K for MSTR SPX
34:06 Miners Literally Print Money
36:25 Bitcoin Mining Cost Post Halving
37:38 My wife and I are in our mid 20’s and are aggressively saving our income to invest. If we stopped contributing to our 401k, that would give us around $700 more a month that we could save/invest. My reasoning is simple. Money now is WAY…
38:29 Mutual Funds: Vanguard Growth – up 30% in 25 Yrs
39:46 Vanguard Vanguarding Customers from Bitcoin
40:14 Game Plan
41:44 Money Today….
42:06 I am looking at trading FX. The time frame I would be looking at is mainly on the daily or weekly due to my work commitments. Which indicator tool would be best suited and/or the most simple to use from the ones you have available? ATR or PTOS…
42:40 ATR on the 12 Hour or Daily
43:11 New to patreon. Re: MSTR. e.g want to allocate 15K or 10% of my portfolio. For those of us who have not established a position but want to, is this a good time and how would you go about?
43:44 Exponential Times
43:58 Eg DCA vs DCAS on $CLSK
45:30 Helping Animals