In this episode, we discuss Strategy's claim that $500B will rotate into Bitcoin after the IPOs, the S&P 500's slide ahead of the SpaceX listing, and the US strikes on Iran.

0:00:00 Introduction

0:00:28 Crypto Headlines and Web3 Roundup

0:05:08 Portfolio Allocation and Summer Uncertainty

0:08:36 Pokemon Mania and the Gacha Flywheel

0:12:40 Rate-Hike Odds and Echoes of the Last Cycle

0:17:43 Holding Cash and Selling Into the Collectibles Run

0:22:06 Regulatory and Enforcement Risk on the Path to Clarity

0:25:53 Chainalysis, HTX and the Case for the Clarity Act

0:33:11 S&P 500 Selloff and the Semiconductor Correction

0:36:41 Strategy CEO and the $500B Bitcoin Rotation Claim

0:41:22 A Counter Case and Flat Stablecoin Growth

0:46:34 The SpaceX IPO Trade and a 3% Float

0:51:14 Leveraged ETFs, Index Weighting and the Buy-Pressure Math

0:56:53 US Strikes on Iran and the Market Reaction

1:00:04 Closing Thoughts and SpaceX IPO Tomorrow

DISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.