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00:00 Introduction The Crypto Bleed We Need ETF Flows Bitcoin Bottom - Previous Cycle 76% 365 Days Bitcoin Bottom - Previous Cycle 53% 120 Days Historical Cycle Comparison Bitcoin Back at its Cost of Production BTC Options Analytics AI-Crypto Finance Crossover Solana Payments Boom Solana Last Contender for Peer to Peer Cash Solana Growth Connecting Macro to Crypto PMI Fire Job Surprise Govt to Private Strong Jobs Mean No Cuts Delinquencies 5% of all Loans SAASpocalypse Wipeout Why SAAS is Crashing Tesla FSD Robotaxi Now Far Safer than Human Doubling the Fleet Every Month at this Rate Optimus Will Beat Any Human Surgeon in 3 Years Meet the Neuralink Surgeon Optimus Capabilities SpaceX Strategic Pivot: Moon First, Mars Second China + Russia vs USA Moon Wars - China + Russia vs USA AI Scaling: From Chips to Photons Marc A: There will only be 1 Winner AI Drug Design Beats Physics Biggest TAMs/Economic Impact 2026 Game Plan Summary
