The Flight to Bitcoin: More upside to come?



#Bitcoin #Banks #ETH #SOL #Payments #ADA #Meta #AI #Tesla #OnChain #CZ
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00:00 Introduction
01:10 The Good
01:27 Bitcoin Smashes 26K 275 Day High (June 22)
01:55 Crypto Market Last Week/Bitcoin
02:21 Crypto Market Last 7 Days/US$
02:41 All Eyes on CZ Wallet
03:26 Crypto Top 50 7 day and YTD
04:02 Bank Runs Drive Bitcoin Adoption
04:40 73% Bitcoin Held by Long Term Holders
05:28 Incredible Confluence
07:16 ETH & BTC Drainage Continues
08:18 Bitcoin Dominance
08:49 Bitcoin Season Is On
09:14 Top 50 Alts vs BTC Last 90 Days
10:20 Bitcoin and the Two Year Treasury
11:44 Options Skew for May Last Week Deeply Bullish
12:06 Options Skew for May Still Deeply Bullish
12:47 Banks Rapidly Deteriorating
13:39 Banks Bounce Back
14:07 Bank Blow Up
15:29 A Friendly Reminder
15:52 Will Banks Touch Crypto
16:55 SCs No Longer A Safe Harbor
17:32 Stablecoins
18:26 Stablecoin Roller Coaster
19:10 In Decoupling News: Nasdaq vs Bitcoin
19:27 GBTC Discount Wavering
20:21 Global Liquidity Rising
21:19 Ark Invest’s Interview w Chris Burniske
22:53 Motley Fool – Is Solana a Block $SQ Killer?
23:50 MarketCap/Daily Tx and MktCap/DAU LOG Scale
24:47 MarketCap/Daily Tx and MktCap/DAU
25:28 Tesla Avg Miles Before an Accident
26:21 The Bad
26:25 Detailed Flows by Asset – Last Weeks Terror
27:06 Detailed Flows by Asset
27:54 Stock Market Last 7 Days/US$
28:29 50 BPS Gone! 77% Chance of 25bps Then Done
29:14 Inflation News – 6% is Fine
29:41 Super Core Breakdown
30:22 The Ugly
30:28 In Unlock News
31:13 Next Up
31:47 JP Trying to Control Wage Inflation
33:00 AI is Scary! Exams In Current Form Are Obsolete
34:14 Another Massacre at Meta

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