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00:00 Introduction
01:11 F&G Recovering Nicely
12:34 DEC Flat So Far
01:50 Bitcoin Capital Multiplier
03:35 Back: If Wall St goes 2% into BTC, BTC = $1M
04:13 BTC ETF Up, ETH Negative Again and SOL ETF Non Stop Green
05:18 BTC Whales Dumped 170,000 BTC This Year
06:00 Meanwhile, Saylor Bought 214,224 This Year
06:46 SATs per $1
07:30 Market Structure Bill Ready
08:52 XRP Coming to Solana
10:34 Phantom launches Prediction Markets with Kalshi
11:23 JPM Issues Galaxy Bond on Solana
12:10 Tether and Circle Growing Fast
12:49 2026 Will be Huge Year
13:50 OpenAI largest Burn Ever - even more than RIVN
14:17 55% of AI Spend Goes on Coding
14:56 USA vs China Data Center Power
15:53 JP Says Growth Back for 2026 = PMI Goes Up
16:52 Debt Running Away
17:26 Global Debtsplosion