Episode Details

Bitcoin shed $235 billion in seven days and Arca CIO Jeff Dorman is calling Michael Saylor's "AI capital rotation" excuse for the crash pure "gaslighting." Strategy may have only ~5 months of cash flow left to fund STRC dividends, meaning the world's biggest Bitcoin buyer could become a steady forced seller. USDT just printed a golden cross (historically bearish for BTC), Bitcoin dominance cracked under 58% for the first time since September, and Bloomberg argues the entire industry is structurally pivoting away from speculation toward stablecoins. We break down whether Saylor IS gaslighting holders, when the forced-seller overhang breaks, and whether $60K is the cycle bottom or the trapdoor before $50K.

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