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0:00 Introduction 1:10 The Bear Case for Bitcoin 1:30 The Ultimate Bear Case for Bitcoin 1:45 F&G Fear and Keeps Dropping 2:10 Metcalfe’s Law Works and BTC Adoption Continues to Fall 3:06 Bitcoin Fees Continue to Fall 3:43 The Five G Horsemen of the Apocalypse 4:53 Mr 100 Sells Everything - 70,000 BTC 5:36 We Had the ATH - Level 6 on ATR 6:39 Whale Manipulation Keeps a Lid On It Forever 7:13 Bitcoiners 10 Years Later 10:02 We Revert to On-Chain Mean 10:28 Long Term Holders Start Dumping 12:07 Strong Resistance at ATH 12:31 ETFs Stop Buying 13:05 Pension Funds Reverse 14:05 Buffet Right Now: Everyone Moves to Cash 14:47 Everyone Pivots to AI, AGI, Bots 15:17 Pair Trade of the Decade - Slide July 4th, 2024 15:48 Pair Trade of the Decade - Now August 16th, 2024 16:45 Technological or Security Failures 18:11 Vivek Thinks Bitcoin Will Tank of KH Elected 18:44 Meme Coins Take Over 19:18 Conclusion 19:32 Better to be Optimistic and Wrong 20:07 Don’t Worry: I am Still Bullish
