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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








Good news are bad news now, Thursday was a dump not a pump.
Thank you so much for the great update!
Thanks as always James – data driven KPM 🤗 ❤
James thank you for all the alpha. This crypto world is a wild rollercoaster ride😅