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00:00 Introduction
01:42 The Ugly / USA vs CHINA…… China Wins in Power Gen
02:22 The Labor Market Weakening Rapidly
03:33 The Bad / Because Rating Agencies do not understand BTC
04:13 Berkshire Downgraded
05:19 MSFT/BRK Pair Chart – MSFT nearly 5xd BRK
06:13 The Good
06:50 Crypto Last 7 Days vs BTC
07:33 Moonvember Always Best Month by FAR
08:32 Fear & Greed and Digital Asset Fund Flows Weekly
08:56 ETF Flows Means Number Go Up
09:53 BTC ETF Solid Month So Far
10:08 VIX: Bitcoin Becoming Gold
10:37 Flows By Asset
11:25 AltSeason Middle of the Road and Top 50 Last 90 Days
11:57 Crypto Last 7 Days in Melting FIAT
12:44 STH Whales Back in Black
13:26 It’s Time for BULL
14:04 Institutional demand outstrips new supply by 7.2x times
14:35 Longest Bitcoin Cycle Ever
15:09 They Should Sell Crown Jewels to buy BTC
16:10 Bitwise SOL ETF Qtr Billy in an Hour
16:54 AI on Fire This Week
17:42 Stock F&G
18:16 Risk on Frenz – 98% Chance They Cut Tomorrow
18:45 Fire in Da Hole
19:17 NVDA Throws $1BN into NOKIA
20:12 NVDA Partners w PLTR
20:47 NVDA Paves Way for GW Factories + TSMC A16
22:18 Jensen on TSMC
23:14 NVDA Blows Thru $200 – Nearly $5 Trilly MktCap
23:43 TSLA also Screeching into new ATHs
23:57 Morgan Stanley: Autonomy is Solved
![🚨 SHOCK: STORICAMENTE E’ SEMPRE FINITA COSI 🚨 MORNING w/CRYPTO: BITCOIN / ALTCOINS [time sensitive]](https://i.ytimg.com/vi/IFRRN-6Ov5g/maxresdefault.jpg "🚨 SHOCK: STORICAMENTE E’ SEMPRE FINITA COSI 🚨 MORNING w/CRYPTO: BITCOIN / ALTCOINS [time sensitive]")
James I wish you would cover crypto less (non btc) and AI stocks more. I left crypto for good last March and it was the best thing I ever did. So many AI growth stocks that have become the new “alt coins” — difference is these are real companies with real earnings to report. Just my 0.02 🙏
Which miners do youu think is the best to be in? Still CleanSpark or is IREN and others better?
In James we trust
Why does it feel so dead. Solana is like a bloody stable coin. Ai coins are dead in the water.
So apart from Tesla, Nvidia and Palantir, what are good AI plays?
Meta, google, Microsoft?
A very solid explanation.
"Backside power delivery sounds like someone had a bad curry" Bro….I mean solid gold.
Something called backside power delivery, it sounds like someone just had a bad curry! HaHaHa Classic James!!!
Watch everyday, thanks for all the hard work James! take care
Thank you! I am heavy TSLA BUT no INVIDIA. trying to decide if I should rotate other investments – maybe BTC – into INVIDIA OR RUN too much already? .