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00:00 Introduction
01:26 The Ugly / Unlocks
01:51 Freight Recession Indicator
03:18 The Bad / Fear & Greed
03:30 Top 50 Last 7 Days
04:14 Electricity Cost Will Explode
04:55 The Good
05:08 SEP up 4.3%
05:38 If Rektember Ends +ve – Next 3 Mths will be Fire!
06:39 Crypto Last 7 Days vs BTC
07:01 Crypto Last 7 Days in Melting FIAT
07:32 The Dennis Porter News: A bit of a Nothingburger
08:32 Digital Asset Fund Flows Weekly
09:02 HODLers Wall
10:25 No Perp Cascade Risk for BTC
11:17 Bitcoin Breakdown vs. QQQ
12:11 7.7 Trillion in Money Market Funds
12:34 $7.7T MMKT in USA, $23T in China
13:00 Flows By Asset
13:34 AltSeason Begins
13:59 Where Money Was Made and Lost the Last Yr
16:16 Drift will Tokenize $FORD + Use As Collateral
18:14 Stock F&G
18:25 Stocks Last 7 Days
18:57 Tesla Reveal Unboxed Patent
20:55 80% of Value of Tesla will be Optimus
21:43 Biggest Creation of Wealth Ever About to Hit!
22:40 Glimpse of the Future
23:40 Grok Fast 1 and Grok 4 Fast Rule Coding
24:25 NVDA Make Largest Ever Private Investment
25:02 NVDA Still Cheap
25:40 Historic GDP Growth
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