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    #bitcoin #catalyst #Disruption #Visa #onchain #technicalanalysis #Macro
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    00:00 Introduction
    01:00 The Good
    01:06 Bitcoin Needs A Catalyst – This Could Be It!
    02:18 The 2 Jacks
    02:58 Biggest Bitcoin Development Is Strike
    04:00 Strike Architecture
    05:00 Volumes Compared Bitcoin vs Visa Mastercard
    06:00 TAM of Disruption
    07:00 The World is So Bad – Bitcoin Outperforming
    07:33 Sven on Bitcoin
    07:54 Asset September Month to Date – Decoupling?
    08:40 Bitcoin Coin Days Destroyed Historic Lows
    09:30 Rational Root – Bitcoin Heavily Undervalued
    10:39 Altcoin Season – ALTS Rebound
    11:21 Top 50 – Bitcoin Underperformers
    11:55 Digital Asset Inflow – Still Positive
    12:36 Money Flows By Crypto Asset
    13:20 DXY Bitcoin Correlation Broke – but why?
    13:54 Non US Countries Piling In
    14:35 Of A Sudden the Big C is a Distant Memory
    15:16 The Bad
    15:19 STH Supply in Profit – Longest Compression Ever
    17:20 Bitcoin Futures Remain Muted
    17:55 Still Fearful
    18:49 Bearish Sentiment Above 60
    19:32 White House Claims BTC Thwarting Climate Efforts
    20:20 Cleanspark Ratches up Hashrate 30% in 30 Days
    21:00 Paying it Forward – BTC Miners
    22:26 Debt Laden World Cannot Take This Load
    23:16 US Mtg Rates More than Doubled since Jan
    23:35 US Home Prices Swift Deceleration
    24:45 US Manufacturing Crashing
    25:37 Most Searched Assets on CMC
    26:06 The Bad
    26:10 Oh Larry…Lawrence Henry Summers is an American economist who served as the 71st United States secretary of the treasury from 1999 to 2001 and as director of the National Economic Council from 2009 to 2010.
    26:50 Morgan Stanley: “Something is Gonna Break”

    21 Comments

    1. @OUMUAMUA – thanks for your comment i deleted it by accident "" I just want to say thanks James because of you I locked in my new fixed rate mortgage in December at rock bottom interest rates just before the rise now inflation can eat away at the principle of the loan." – I was replying to your comment on my phone and I hit the delete button by accident so I rewrote it here so you get my response. Thank you so much for your kind note I was able to urgent list that I know of a few hundred people to refinance in 2022 at rock-bottom prices. It's funny I couldn't convince my best friend he thought rates would be lower in 2023 and now he's crying that they are more than double. Well done and keep up the good work. Sorry for my fat thumbs deleting your comment by accident I hope this makes amends.

    2. Bruh I’ll say again. With the current macro, unemployment low, dollar high, rate hikes continuing. BTC TO 12k at least. A long bear market get used to it.

    3. I think your comments about bitcoin energy use being comparable to air conditioning etc are off the mark. While it is true that energy savings can and should come from every sector, quite frankly bitcoin's energy usage is beyond ridiculous. A single bitcoin transaction uses as much energy as the average house uses in a month. If you don't think that's a problem, then I guess there is no threshold beyond which the energy use of bitcoin would be too much? If we had to burn all the fossil fuels on the planet for one bitcoin transaction, would that be OK too?

      Obviously the answer is, no that would not be OK. Nor is it OK that bitcoin, which is already processing transactions at the fastest rate that it can due to its design, is using as much energy as it does for this purpose.

    4. Excelente presentación, me pregunto como puedes mantener este ritmo de trabajo en un escenario tan difícil , emocionalmente devastador
      Tu fortaleza mental es sorprendente
      Como manejas tus emociones en tiempos tan difíciles ?

    5. When are you going to realize Kames that the biggest threat to bitcoin adoption is dumb ppl. Not the gov not regulatory environment. Just plain greedy stupid gamblers.

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