Description
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00:00 Introduction
02:55 BTC 95% Mined and What is the definition of a Bull Market?
21:55 PMI vs BTC
24:06 The JPM Bottom
29:17 Dex Volumes Still Alive
32:39 The 4-Year Bitcoin Cycle: Dead or Delayed?
38:57 Strategy Buys 8,178 Bitcoin
42:41 Cathie on ETH and L2s
45:54 Solana's Race to Zero & ETH Comparison
51:11 Difficulties of Building a Global State Machine / L1
56:04 AI: No Bubble
01:01:20 AI: Got Jeff out of Bed
01:06:57 Memes & Wrap Up