TIMESTAMPS: 00:00:00 - Introduction 00:01:25 - Jeff’s $475K Bitcoin Price Prediction 00:03:48 - Trump’s Austerity Attempt and Market Reaction 00:10:00 - Tariffs & Inflation 00:17:00 - Liquidity Cycles and Bitcoin Price 00:20:00 - Bitcoin Cycles 00:22:15 - The Blow-Off Top 00:26:50 - Risk of Bitcoin Treasury Companies 00:31:30 - Social Media & Nostr 00:34:50 - S&P Priced in Gold 00:43:00 - US Exceptionalism Is Ending 00:50:00 - Role of AI in Reshaping Corporate Margins 00:56:35 - Asset Allocation for the Next Decade 01:00:08 - A New Global Monetary Order?