#OCTA #Bitcoin #ETFs #MoneyFlow $NVDA $TON $SOL $PYPL $ETH #Macro
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0:00 Introduction
1:23 The Ugly
1:27 Big Unlocks This Week
1:59 White-collar employment is weakening
3:06 Carry Trade Unwind 2.0
3:54 SEC Now Going After NFTs
4:50 Rep WN: SEC Blatant Abuse of Power
5:29 NFT Sales
6:34 The Bad
7:00 Crypto Market Last Week/Bitcoin
7:18 Crypto Market Last 7 Days in Melting Ice Cubes
7:39 F&G
7:55 BTC ETF Red Day Yesterday
8:37 ETH ETF Inflows Stall
9:13 Net Capital Flows
9:56 STH RP now Fractionally Under Cost
10:24 TON DOWN: Who Let the Dogs Out?
11:15 Pump.Fun Fading – is Tron to Blame?
12:02 TON Blockchain Stops Again
12:38 Credit Card Debt ATH
13:18 US Holds Largest Share of Global Equities
14:14 Like Bitty, Oil Loves a Conflict
14:53 Want a recap?
15:03 The Good
15:07 Steve Hanke: Bitter BTC hater
16:12 I am OK being in this team of Psychopaths
17:22 Digital Asset Fund Flows
17:39 Flows by Asset
18:13 Mr 100 Just Bought 500 in 24 Hrs
18:58 Bitcoin on This Day Last 14 Years
19:55 LTHs Snag 262,000 in 30 Days
20:34 BTC Season: Down to 18
20:47 Last 90 Days
21:29 Neutral Funding Rates
22:18 SCP Wins The Month
22:55 PYUSD Breaks $1BN – All Growth on Solana
23:27 Helium Launches in PR
23:51 Robinhood Wallet Re-Adds SOL
24:26 Q2 Narratives
25:14 Maker: How to Make Old LooK new Again
26:10 Stock Market Last 7 Days/US$
26:41 NVDA Earnings Beat
27:03 NVDA Earnings Beat
28:25 Tom Lee: NVDA Not Expensive 28x Fwd Earnings
28:57 Tesla Megapack Orders