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โถ CEX Website: cex.io
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๐ฅ Only 1 MILLION Leftโฆ Scarcity Just Got Real!
Video Timestamps
0:00 โ Intro
๐ฅ Only 1 MILLION Leftโฆ Scarcity Just Got Real!
Patreon plug + IA member shoutout.
1:00 โ Tom Leeโs Big Call
$250K BTC this year, $3M long-term.
Berkshire buyback thought experiment.
2:00 โ Scarcity Math
19,992,880 mined โ only 1,007,119 BTC left.
3:00 โ Pi Cycle Top Target
Bitcoin cycle math = $194,500 potential.
4:00 โ 2025 Accumulation Surge
2nd largest inflow to accumulation wallets: 29,685 BTC ($3.4B).
5:00 โ Bitcoin vs Nasdaq
BTC lagging ~20% below fair value. Target ~$145K.
6:00 โ Silver Breakout
$43 silver โ highest in 14 years. Could mirror BTC.
7:00 โ Volatility Collapsing
BTC implied vol at 30.9% โ echoes 2023 โStablecoin Summer.โ
8:00 โ Fed Update
Two more rate cuts this year. โNo surprisesโ sets steady BTC stage.
9:00 โ US Dollar Pain
2025 = 3rd worst dollar year in 50.
10:00 โ Altseason Sparks
SOL DEX volume leads, ETH hype, BNB cracks $1K.
11:00 โ Altseason 3 Begins
BTC dominance rolling over โ parallels ICO + DeFi manias.
12:00 โ Solana Wrapped BTC
66% of wrapped BTC trading on Solana. Billions.
13:00 โ Grayscale Critique
โStill slinging poop bagsโ โ lack of chain adoption.
14:00 โ AI Stocks on Fire
NVDA +50%, TSLA +60%, ORCL +96%, AVGO +83%.
15:00 โ Tesla AV Approval
Arizona joins CA + TX in greenlighting robotaxis.
16:00 โ Cost of Intelligence Collapse
Elonโs Grok 4 โ 25x cheaper than Google Gemini. AI democratization.
17:00 โ SpaceX Telecom Push
Expanding into phone service.
18:00 โ Global Energy Clash
Germany kills nuclear; China goes opposite.
19:00 โ Policy + Culture
H-1B visas skyrocket, Orwell Corner.
20:00 โ Meme du Jour + Outro
Wrap with community share & final meme.
โถ Coinbase Website: Coinbase.com
โถ CEX Website: cex.io
Youtube version
