Bitcoin: The Line in the Sand

0:00 – INTRO
6:01 Comparing the rally with Bitcoin in 2019
14:09 Apathetic tops, terminal price, and altcoins
20:36 Monetary policy and Bitcoin dominance
28:56 Ethereum, money printing, and the AI trade
35:33 Rising yields and a potential post-midterms top
41:08 Scenarios for Bitcoin at $83K
44:00 Humility, long-term perspective, and DCA
51:35 Final $83K thesis and flexible outlook
53:43 – OUTRO

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