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00:00 Introduction
01:07 F&G
01:36 Jan Up Over 8% So Far
02:02 BTC $4K Away from STH Cost Basis
02:36 How Bitcoin Normally Follows Gold Runs
03:29 Bitcoin/Gold Pair Chart
04:29 Historically MidTerm Years Weak for Mkts
06:22 Samson Mowβs 2026 Calls
07:38 ETFs 17,000 Absorbed in less than 2 Weeks
09:18 Strategy Closing in on 700,000 BTC
09:47 SOL ETFs Break $1.2BN in 10 Weeks
10:19 Solana, Top of Tokenization Stack
10:37 Riot makes HPC Pivot
11:48 RIOT Pops on AMD AI Deal
12:10 Tesla Optimus Gold Finger?
13:10 Cramer: OpenAI IPO Plans Under Fire
13:37 Receipts Are In
14:24 Norway Choose EV because of Economics
15:04 HBM Sold Out For 2026
16:08 Banks Try to Block Crypto
17:37 Global Liquidity - Check out YoY Change
18:18 K Shape Economy
19:06 US Data Center Electric Consumption to 2.5X
19:40 One Man, $725B