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00:00 Introduction
04:05 Little to No Interest in Crypto and Sentiment at Joint Record Low
13:45 BT up over $7,200 in 2.5 Days and Global M2 vs BTC Dead
17:37 LTHs Selling $1Bn and Cohort Shift: OG Sellers to Institutions and OGs Not selling, Rather Quantum Proofing?
23:06 Govt Reopening and Goverment Re-Opening & Stimmy Chatter
28:21 Regulation Watch: Clarity Act & Leveraged Spot
33:00 New ETH Upgrade
39:30 Rotation & Alt Season Reality Check
41:40 Privacy Coin Revival (ZEC/XMR) and Guess Who's Back! CBDC Lite?
54:55 ETFs/DATs: Help or Harm?
58:34 Energy Plays
01:04:20 Tax Loss Harvesting