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NEW: @AmericanHodl8 & @TylerCompiler on Wall Street bending the knee & looking back at Strategy's $MSTR performance.
📌 Jamie Dimon folds, JPM models 10%+ BTC Performance
📌 $100-200 trillion of wealth in #Bitcoin, 15 yrs out
📌 Why Hodl is getting back into $ASST?
⚡️ WATCH
TIMESTAMPS:
00:00 Jamie Dimon bends the knee
04:04 Why nobody sits out a technological shift
05:26 Bitcoin's monetary network effect
08:44 Central banks are 10 years out
11:01 There is no upper bound: hundreds of trillions
15:50 What happens if the money never holds spot
17:53 You're being paid to take custody risk
24:15 850,000 BTC and the simplest MSTR thesis
27:50 The evolution of Saylor
30:47 Pensions, insurers and the 2.5% allocation
35:58 Parker Lewis vs. the treasury trade
39:46 AI hacking and the new self-custody risk
47:28 The Satoshi coins and the case against rollbacks
53:09 Buy, borrow, die and the carrot into the system
57:11 Do the mNAV premiums come back?
59:29 Leverage is not a time machine
1:04:05 Is the four-year cycle dead?
1:09:40 Strive at 43,000 BTC and Hodl's regret
📌 Jamie Dimon folds, JPM models 10%+ BTC Performance
📌 $100-200 trillion of wealth in #Bitcoin, 15 yrs out
📌 Why Hodl is getting back into $ASST?
⚡️ WATCH
TIMESTAMPS:
00:00 Jamie Dimon bends the knee
04:04 Why nobody sits out a technological shift
05:26 Bitcoin's monetary network effect
08:44 Central banks are 10 years out
11:01 There is no upper bound: hundreds of trillions
15:50 What happens if the money never holds spot
17:53 You're being paid to take custody risk
24:15 850,000 BTC and the simplest MSTR thesis
27:50 The evolution of Saylor
30:47 Pensions, insurers and the 2.5% allocation
35:58 Parker Lewis vs. the treasury trade
39:46 AI hacking and the new self-custody risk
47:28 The Satoshi coins and the case against rollbacks
53:09 Buy, borrow, die and the carrot into the system
57:11 Do the mNAV premiums come back?
59:29 Leverage is not a time machine
1:04:05 Is the four-year cycle dead?
1:09:40 Strive at 43,000 BTC and Hodl's regret
78:04
