Cold Open

Intro

Bearish View on Bitcoin

How Long the Correction Will Last

Outlook on Halving's Impact on BTC Price

Risk Asset or Inflation Hedge?

Intro

Rod introduces the Bitcoin Brainstorm and hands over the floor to each of our fantastic guests

What does this bitcoin halving represent as symbolic of bitcoin as a monetary system

Bitcoin’s monetary policy is really just five lines of code

Why, to understand bitcoin, you have to move out of the realm of human invention and into the world of physics and math to find things that have this level of predictability

How bitcoin mining pools shifted from a Chinese dominated space to a more decentralized business and what can be done to continue decentralization

How do companies like Foundry, a mining pool, and GRIID, a bitcoin miner, work together and what is Stratum V2?

Could generative artificial intelligence (AI) be helpful in bitcoin development and bitcoin mining?

Why one of bitcoin’s biggest benefits is its probabilistic protocol and that the asset class cannot be “gamed”

Why the Gamestop short squeeze during the pandemic reminds Harry of bitcoin

With a Bitcoin epoch people usually mean a period of roughly 4 years with a specific mining reward. With a bitcoin halving just behind us, what do our guests expect to happen in this next epoch?

Introduction

Breaking: BTC Above 69K

What is a SWF?

SWF 36 trillion

SWF breakdown

ESG preventing YOLO

Breaking: Mr100 Has Not Bought BTC for 5 Days

SWF’s Are Already In

Breaking: MARA & Kenya

Breaking: Warren Anti Crypto Shrinking Iceberg

John Deaton calls out Warren’s Failed Leadership

Breaking: 850,000 bitcoin in the US ETFs

High demand for bitcoin

Stagnation of Exchange Flows

0-10K Retail Demand Tanks One Week to Next

Long-Term Holder supply decline

CDD 7 DMA - Weak Hands Gone

New Capital Slowed from March High

China Withdrawals Stacking Gold

Out of control debt

NVDA Beats BTC last Decade

Day 93 Raw Numbers - 2.2BN in 2 Weeks

ETF Macro Update

Total Money Flow - 10 Solid Days

Yesterday 1,588 BTC pulled from the System