[00:08] Historic Low Volatility Signal: Bitcoin's 90-day volatility is at levels seen in only 7.76% of its entire history, a pattern that exclusively occurs during late bear or early bull markets and has consistently led to price climbs over the following 6 months.

[00:50] Cold Spring Pattern Repeating: Similar to the first $70K breakthrough this cycle, current stable-coin-like price action is forming a "cold spring" that preceded the explosive move to nearly $110K, suggesting another significant rally may be imminent.

[01:36] Strategy Holders Underperforming: Over 12 months, Strategy (MSTR) returned only 4.5% while direct Bitcoin holders gained 52.65%, demonstrating the massive opportunity cost of using third-party Bitcoin proxies.

[02:18] Bitcoin Surpasses Nvidia in Growth: Bitcoin's 10-year compound annual growth rate of 80% has officially exceeded Nvidia's 77%, meaning Bitcoin has outperformed a $5 trillion market cap AI leader over the past decade.

[03:42] Contrarian QT Analysis: Despite bullish sentiment around quantitative tightening ending, Bitcoin actually rallied from $20K to $126K during the QT period, suggesting QE/QT transitions may not be the primary driver investors think.

[04:23] Currency Printing Matters Most: Fed semantics about QE versus other programs are irrelevant—the unprecedented currency printing and lowering interest rates create dollar pressure that makes Bitcoin the superior inflation hedge regardless of official QT/QE status.

[05:38] Nvidia Hits $5 Trillion Market Cap: Nvidia becoming the first company to reach $5 trillion valuation signals massive institutional confidence in AI takeover, with companies like Amazon increasing robotics programs by 75% to replace over a million jobs.

[06:06] Mass Layoffs Accelerating: Recent data shows UPS cutting 48,000 employees, Amazon 33,000, and Intel 24,000—described as just the "tip of the iceberg" for AI-driven job displacement, strengthening the case for Bitcoin as protection against economic disruption.