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00:00 Introduction 01:22 Agenda 02:50 Bitcoin Chart 04:00 Bitcoin On-Chain Fundamentals last 30 days 11:39 Top Buyers in Bull Cycle & Memes 15:12 Overview of ByBit Exploit 30:50 Custody Debate: Self Custody vs Exchange vs ETFs 38:19 US Government and Bitcoin Holdings 39:36 Strategy Own Nearly 500K BTC 47:49 VanEck Report: Bitcoin and US Debt 48:35 Macro 54:11 China's M1 Money Supply Mystery Solved 58:25 SEC's Regulatory Shift 1:00:19 Emergine DeFi Projects: Sonic, Berachain, Maker 1:12:20 AI Corner: MSFT Cancels Data Center Contracts
