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Intro
Inflation/macro update
BTFP is over
Nvidia is down massively
The Sahm rule & the recession
King Kong & Godzilla of the economy
Employment data
Immigration
What can stop Bitcoin?
Can Bitcoin grow to the market cap of gold?
Funding rates are skyrocketing
Bonds
US deficits
There is still a lot of liquidity
Bill Ackman should buy Bitcoin
AI will drive the demand for energy
Wrap up