Is the Bitcoin Bottom Already In? Coldcard, BIP-110 & the 4-Year Cycle | @therationalroot Timestamps: 0:00 Introduction 0:24 Coldcard vulnerability overview 4:46 Coin Days Destroyed and the Coldcard incident 8:41 Coldcard’s development failures 11:50 How AI could strengthen Bitcoin security 13:52 Why Coldcard barely moved Bitcoin’s price 17:16 The safest approach to self-custody 20:15 The risks of single-signature hardware wallets 23:12 BIP-110 and the potential Bitcoin chain split 23:33 Transaction fees after the Coldcard incident 25:08 Bitcoin Core, Knots, and OP_RETURN 28:41 The three ways data enters Bitcoin 33:00 Could BIP-110 make the UTXO problem worse? 35:29 Why Bitcoin’s spam problem may be overstated 37:21 Where Bitcoin is in the four-year cycle 38:35 Short-term holder momentum and capitulation 41:44 How short-term holder momentum works 43:06 Is the Bitcoin bottom already in? 45:45 Could Bitcoin fall to realized price? 47:44 Digital Credit and institutional demand 50:28 Strategy’s cash reserve and preferred stocks 51:09 Why this bear market may be less severe 54:20 Bitcoin’s disconnect from stocks 56:00 AI, macro, and the business cycle 59:15 The final day of the bear market 1:01:16 Bitcoin’s antifragility 1:01:56 Where to follow The Rational Root(Joe Burnett, MSBA)