Gold Valuation and Bitcoin Market Dynamics

The crew kicks off with playful jabs about a recent game, musing if Canada could become the 51st U.S. state for its hockey flair and tariff-free maple syrup. The conversation swiftly pivots to Bitcoin, where the crew dives into market trends, spotlighting a chart from analyst Tur Demeester showing Bitcoin’s four-year holding pattern against gold, primed for an "epic" rally. They debate gold’s role as Bitcoin’s closest cousin, its price trends, and a potential Fort Knox audit hyped by Trump and Musk. The crew unpacks bullish signals like the MVRV ratio, institutional moves (e.g., GameStop eyeing a Bitcoin treasury), and Michael Saylor’s CPAC rallying cry tying Bitcoin to freedom. They tackle price suppression chatter, the Bybit hack’s market ripple, and bold ideas like BitBonds to tackle the U.S. debt spiral—though the crew doubts its near-term odds. Wrapping up, they skewer meme coin flops like Milei’s Libra and celebrate Fold’s NASDAQ debut as a Bitcoin-only win.

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