PhD Economist: "Bitcoin is a Coiled Spring Right Now"
w/
@DrJStrategy &
@1MarkMoss
TIMESTAMPS:
0:00 โ Episode Trailer
0:39 โ Equities, Bonds, AI, & Bitcoin: Four Stories or One Regime Change
2:10 โ Bessent, Warsh, Japan & Yield Curve Control
6:07 โ Growing Out of Debt: GDP, AI Productivity & Compute
10:22 โ Bitcoin Is A Coiled Spring Right Now
13:30 โ Sponsor: Protect Your Bitcoin Inheritance with Unchained
14:49 โ The Signal That Bitcoin's Turn Has Begun: 200-Day EMA
20:52 โ 60-day review: YCC, Iran, Trump not toning down, midterm risk
25:14 - Sponsor: Turn Your Taxes Into Bitcoin with Blockware
26:14 - Why The Fed Is Too Tight, Iran & Strait of Hormuz Oil Shock
33:59 โ Sponsor: Earn Bitcoin on Your Cash with River
34:42 โ AI Trade Cycle: Nvidia, Laggards & Deleveraging
40:35 - MicroStrategy, Saylor & Digital Capital
46:32 โ Sponsor: Take Control of Your Money with Rumble Wallet
47:41 - Portfolio Construction: When Cycles End & Owning The S&P
53:38 โ Hardware vs Software, Banks, Charts & Patience
56:20 โ Closing: Donโt Mess Up This 5โ7 Year Window