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00:00 Introduction
01:05 F&G Recovering Nicely
01:47 Last Week NOV down 24%, Today 16%
02:07 Watch the Silent Positioning
03:07 BTC ETF Weekly Basically FLAT
03:23 ETH Turns Positive after 6 Bad Weeks and SOL ETF Non Stop Green
03:55 Bitcoin Enters New Liquidity Class
04:46 Mallers on the Liquidity Smoke Alarm
05:43 TL;DR: The market isn't bullish enough on BTC
07:17 BTC Price This Day the Last 16 Years
07:56 Saylor Confirms his BTC Donation
08:37 HYPE Short Gets Rekt
09:10 SOL RWA 400% Increase
10:02 Solana Crushes Tokenized/RWA Stocks
11:02 AI Green bar NVDA
11:33 S&P500 New Record Monthly Close
12:10 S&P500 up 840% since GFC in Dollars
12:24 S&P500 Div M2 up 250% since GFC
12:44 NVDA is Cheap
13:26 China overtakes the US in Open Source AI models
14:17 OpenAI NGMI
14:50 Options Expiry
15:12 CME Futures Go Dark After Cooling Failure
15:57 Cooling Issue on Big Expiry Day
16:09 Silver Screeching Away and BTC in Monster Bear Market vs Silver