This week @jvisserlabs breaks down the midterm blue wave and the market sell-off, why the S&P 500 may really be 492 bonds and 8 call options, and why bitcoin is positioned to beat public stocks. We also discuss easing liquidity, the Elliott Wave setup for bitcoin, Iran and oil, gold, and hedge fund deleveraging. YouTube: https://youtu.be/TDOyoS4SMrk?si=MDTl5l6x1PKegtKb Spotify: https://open.spotify.com/episode/49WKeJ8vbyJ1eT7sYCCvFd?si=our-u7pbRAGLSU9_vKxg2w Apple: https://podcasts.apple.com/us/podcast/bitcoin-is-waiting-on-one-thing-before-institutions/id1434060078?i=1000800311357 TIMESTAMPS: 0:00 - Intro 1:01 - Midterm blue wave & market sell-off 5:30 - S&P 500 is 492 bonds & 8 call options 9:37 - Why bitcoin beats public stocks 18:29 - Bitcoin liquidity & Elliott Wave setup 23:33 - Bitcoin vs the AI trade 29:17 - Is AI winner take all? 31:40 - Marvell deal & hedge fund deleveraging 38:25 - Iran, oil & falling inflation 42:48 - Gold, Qualcomm & the AI trade 49:08 - Midterm memes & political extremism 54:16 - How we used AI this week