#Bitcoin #OnChain #SupplyCrunch #IlliquidSupply #Halving #Inflation
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0:00 Introduction
02:15 The Story
02:26 Bitcoin is Bullish
03:36 D Day in 30 Days - November 21st, 2023
04:12 Bitcoin Level History
04:56 Zooming In Bitcoin Level History
06:07 BTC: Only Asset Near 52 Week High
06:53 Bitcoin Action Levels
09:07 This Time is DIFFERENT
09:42 First Time Ever Entering Halving w Less Supply
10:49 Unprecedented Scarcity This Cycle
11:39 BTC Inflation Rate
12:54 Crypto Owners By Country - IN #1, US #2
13:43 10 Coiners Gaining Share
14:25 .01 to 1 BTC “Pleb Accumulation” Also Up
15:44 Bitcoin at half S2F Value $51,692
16:48 BTC/TLT - Scarcity vs Money Printer
18:04 Assuming Demand Remains Equal
18:25 2028 Target - Steven Schoenfield 150-200bn Inflow
18:58 Bitcoin Schelling Point Analogy
20:52 Bitcoin Now Risk Off - Gold Correlation
21:24 BTC ETH SPX NDX Gold last 10 Years
22:46 Fidelity’s Bitcoin Research Report
23:43 JP Morgan Expects Spot ETF in Months
24:30 Best Political Campaign Ever
24:54 Unprecedented Scarcity This Cycle