Topics
00:00:20 - Impact of Trump's Tariffs and Bitcoin's Decoupling from Stocks
00:00:36 - Bitcoin vs. Stocks: Volatility Tolerance and Decoupling Explained
00:01:17 - Bitcoin Investor Behavior: Buying Dips and Liquidity Constraints
00:02:01 - Role of Institutional Investors and ETFs in Stabilizing Bitcoin
00:02:36 - Economic Theory of Tariffs and Trump's Negotiation Strategy
00:03:28 - Does Global Uncertainty Strengthen the Case for Bitcoin?
00:04:10 - US Policy Shifts, Regulation, and Bitcoin Legitimization
00:05:41 - Game Theory: Potential Impact of US Government Buying Bitcoin
00:06:14 - Why Slow US Government Adoption Benefits Individual Investors via ETFs
00:07:32 - Revisiting Bitcoin Bull Run Predictions Post-Halving
00:07:57 - Current Market Outlook: Bull Market Corrections and Institutional Accumulation