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00:00 Introduction
02:05 The Ugly / Crypto F&G
03:33 The Bad / Digital Asset Flows
04:22 Flows By Asset
05:14 BTC Demand Weak
05:28 Note Also No Red, Also No Dark Blue
06:43 June Down 10% - Down 35% YTD
07:56 The Good / Crypto Last 7 Days vs BTC
08:24 Crypto Last 7 Days in Native FIAT
08:50 Bitcoin Back At Support
09:23 The 200 Week MA and Bottoms
10:11 Bitcoin ETFs Stay Under Pressure
10:25 Ethereum Inflows Return and SOL Flows Return
10:45 HYPE Flows Solid
10:43 Rick Rieder Blackrock: βItβs only going higherβ
11:25 Hopium du Jour
13:28 Are We Approaching Peak Conviction? and $120K Strike and Upwards Getting Stronger
14:36 Tokenized Stocks Exploding
15:49 Crypto 5 Year Returns to the Day
16:50 Stocks Last 7 Days
17:38 Stock Fear & Greed
19:10 Mutuals Protect Flows - TILLIONS
20:09 MARA Revenue Curve - Knows BTC Gap
20:49 Videos Cap Avalanche and Alt Layer: anything cool the 69 Apps
21:15 Elon said this a year ago
21:57 Tether-Dollar Rocket Fuel
22:28 Copper Crunch Incoming