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0:00 Introduction
1:44 Where to Ask Questions
1:50 According to Glassnode, the BTC multiplier is dynamic depending on market context and I noticed the multiplier derived from On-chain data is far lower (4-10) than your...
2:33 Based on Realized Cap
4:00 Rem LTHs Greater Than 70%
4:46 Breaking Down the ETF Math
5:33 Super Simple Back of Napkin ETF Only Multiplier
6:25 Super Simple Back of Napkin ETF Only Multiplier Pre Iran Situation
6:34 Super Simple Back of Napkin ETF Only Multiplier Pre Iran Situation Incl Mr 100 & MSTR
7:42 Assuming 21M Bitcoin, with 6M lost and 2M yet to be mined, leaving 13M in circulation. The latest halving reduces new BTC creation from 328,500 to 164,250/year. This decrease is...
8:33 Simple Supply Meets Demand
12:16 Simple Illustration Excluding Asia, EU etc
13:53 If I pool all my crypto assets, I’m a wholecoiner. I want to use my BTC so I can retire in 5 years (53 now), but I can’t part with my precious whole bitcoin....
14:42 Some Options to Consider - But All Carry Risk
16:48 What is your advice to ‘Retail’ over what they will face these next 5 days, and ‘Post-having’ who want to build a bag of BTC?
17:38 LILO on BTC
18:16 DCAS BTC
19:07 Mr 100 is DCAS Their BTC
19:50 Breaking: So Far Epoch 4 688%
20:58 There are community members that weren’t able to get in early on MSTR in order to accumulate 100 shares for selling covered calls. Should they continue to add to their MSTR bag in case...
21:31 Considerations
22:55 How much effect will the ETH ETF approval have on the Altcoin market in general? Isn’t there a risk that the whole altcoin market will go down substantially with ETH if the SECs doesn’t approve the ETF?
23:27 ETH ETF Pros
24:57 ETH ETF Cons
26:25 Patreon member since December, the only thing I regret is not discovering it earlier…Can you give the Compendiums for the AI play “autonolas”(olas) and “ethena” (ena)? Both are promoted by some known financers on X, would like to know your take.
27:20 $OLAS #2611
27:46 OLAS Open Questions
28:25 OLAS Tokenomics???
28:33 ETH CONTRACT
28:55 Athena Dead Last
30:06 Nosana has been plummeting recently, down 50% over last few weeks. Anything changed with the project? Better competitors? Do we need to sell and get into other Sol Alts?
30:24 Perspective
31:13 NOS on ATR
32:01 What is your updated opinion on Apple?
32:30 Reasons I have Not Liked Apple for Over 1 Yr
33:40 Apple is Fairly Valued
33:53 M4 Chip - Focused on AI… so is Everyone Else
34:20 You’ve mentioned Zeus Network before. I bought a bag of it on the launchpad when it opened. Could you go into further detail on why you’re bullish on Zeus and its price potential this cycle?
34:41 What I like
35:51 With the consensus now being that rate cuts are coming starting in June or July, is there data to understand whether or not rate cuts are generally bullish or bearish?
36:45 My POV
37:12 USA
39:22 Helping Animals