Video Description
Saylor blinked, the flywheel reversed, and the whole market found out what cross-collateralisation does on the way down.
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We get into the multi-faceted contagion this week: Strategy selling to fund preferred dividends, the Zcash Orchard wipeout, and how cross-margin effects trickle out into everything else. BTC sitting on monthly support and what changes the regime from here. The mega kingmaker-or-widowmaker trade looming over all of it (SpaceX, OpenAI, Anthropic IPOs) and whether that's a lazy dot-com analogy or an actual new paradigm. Plus alts at the range low, picking by relative strength and correlation (Hyperliquid), the Zcash recovery trade, Donald round-tripping Monad,...
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