Description
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00:00 Introduction
00:40 The Ugly / Japan 30 Yr Skyrocketing
01:28 The Bad / Fear & Greed / BTC ETF Flows Going Slightly RED -$60M
01:55 The Good / DEC up 4%
02:15 Crypto Last 7 Days vs BTC / Crypto Last 7 Days in US$
03:07 Digital Asset ETF/ETP Inflows
03:42 Flows By Asset
04:49 ETH ETF Flows Slightly GREEN $35M / SOL ETF Flows STILL GREEN but slowing
05:05 LTHs Done Selling… HODL Wave Peaking Up / BTC vs Global M2 Ramping
07:02 Top 50 Last 30 Days
07:59 PNC Also Moving BTC to their Private Clients
08:51 SOL Still Leads Dex Volumes - Over 3x ETH
09:30 AltSeason
09:43 Fees and Stablecoin Supply
10:20 Stocks Mixed Last 7 Days
11:30 Stock F&G
11:44 Rate Cut 90% Certain Tomorrow
12:13 Fed Rate Cuts
12:51 VP BTC Sales
13:21 MSTR Flying Back
14:41 Google about to Leapfrog Meta Glasses
15:59 Morgan Stanley $860 Bull Target
17:48 Samsung Ramping TSLA AI5 Chip at Record Pace
18:28 Optimus BOM is now $50K to $60K
19:10 US Admin: One Federal AI Rule Book
20:25 Tesla China Pretty Much Sold out
20:58 Tesla Starting to Dominate Japan
21:35 Tesla Semi Megachargers Rolling Out
22:09 Even Yahoo Finance is Spreading Good News
22:28 Tesla Europe….