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00:00 Introduction
01:24 The Ugly / November AWFUL So Far
02:25 There is NO MONEY in the SYSTEM
03:33 US Govt Still Shut – No Money In System
04:27 Vegas Dying
05:13 The Bad / Crypto Last 7 Days vs BTC
05:38 Crypto Last 7 Days vs BTC
05:50 Fear & Greed
06:29 BTC ETF Flows up for SEP and Oct down NOV
07:39 ETH ETF Flows Draining Minus 134M a Day
07:55 Digital Asset Fund Flows Weekly
08:20 Top 50 Last 30 Days / Crypto Last 7 Days in Melting FIAT
09:07 Record Outflow After 4 Mon Frenzy
09:36 France’s War on Wealth
10:29 The Good
10:44 $100K Key Line in the Sand
12:36 Bulls Need a V-Shaped Comeback
14:15 US Still Has BTC Plans
15:31 Tom Lee EOY Prediction
16:22 ETH Red for 2025 down 10% and Tom Lee’s Bitmine 2.2BN Underwater
17:21 AltSeason Middle of the Road
17:31 SOL ETF Flows 70M a Day
18:15 Flows By Asset
18:38 Stocks OK This Week despite today
19:06 Stock F&G and Strategy B’s New Way for Europeans to Invest
20:10 Approved or Denied?
20:50 The Future of Industry
21:18 The Wait Is Over
22:09 Data Centers Explode and Shrink NVDA vs INTC
22:49 Miners IREN and CIFR ink Massive Deals
23:$1 AI Getting 9x Cheaper Per Year
24:30 The Fastest AI Rack Ever Built?
24:53 Apple Does Deal w GOOGLE for Private AI
I would say 70% chance bear market, 30 bull