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0:00 Introduction
1:53 BTC Monthly Returns
2:03 Saylor is Back and Snags another 12,000 BTC
2:41 MSTR now $6.6BN in Profit on BTC
3:28 JVS: MSTR now has 0.013163 BTC per Share
4:08 Dropping Due to Whales & ETFs
5:00 Adding Part I and Part II together
6:21 Javier: “there will be free competition of currencies”
7:37 German Govt Sells 1/44th ie 1000 BTC
8:30 $3BN in Shorts at Risk at $70K
9:12 Funding Rate Heat Map
9:47 What Happens After Funding Rates Turn Negative?
10:06 BTC Illiquid Supply Increasing Since May
10:38 STH RP $64,230
11:26 Transfer Volume on Chain Crashes from ATH
12:03 F&G Sentiment
12:45 Bullion Boom – Bitcoin Booming More
15:42 Commodities Do Well During a Crisis!
17:23 CH Cut again!!! Pressure on ECB BofE and Fed
18:05 Why We Bitcoin!!!
19:36 Day 111 Raw Numbers
20:18 ETF Macro Update
20:42 7 out of 8 Days in the Red
21:30 Yesterday 2,347 BTC Added to the System
21:45 GBTC – Hedge Funds Played This ETF
23:16 Top & Bottom Indicator / Miners