TIMESTAMPS:
00:00:00 - Introduction
00:02:30 - Bitcoin’s Correlation to Risk-On Assets
00:06:50 - What’s Driving Bitcoin’s Breakout?
00:11:40 - A Prolonged Bull Market?
00:13:20 - Bitcoin Treasury Companies & ETFs Impact
00:16:00 - Is 100k the New Baseline?
00:23:00 - Structured Growth vs Blow-Off Top
00:31:00 - Why This Cycle is Different
00:41:00 - Where Could This Cycle Top Out?
00:45:00 - Where Are Retail?
00:58:00 - The End of the Cycle
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Nice. I have a couple hours of driving to do on Friday. I will queue this one up. Always enjoy the carrot.
Wumbo Rating: 16 out of 21
Spiral Chart is always fun to look at.