https://fountain.fm/episode/f4YKnH6zJ6dcQ6lC8o6u

TIMESTAMPS:

0:00:00 - Introduction
0:02:00 - Bitcoin Crash to $93,000
0:06:41 - Cycle Recap
0:15:45 - Is Bitcoin a Risk Asset
0:17:46 - Diminishing Returns in Bitcoin
0:20:35 - Ad Break
0:21:51 - Bitcoin vs the U.S Dollar
0:24:00 - Trump & Bitcoin
0:27:13 - Available Bitcoin Supply
0:30:28 - The HODL Model
0:32:39 - Short Term Holder Cost Basis
0:35:03 - 2025 vs 2017 Cycle
0:39:10 - Consolidation & Market Hype
0:45:15 - Ad Break
046:24 - Bitcoin Value Map
0:49:00 - MVRV
0:50:16 - Institutional Adoption & SBR
1:00:12 - What Happens in 2025?