New Stateful episode with @TulipKing and @brezshares, hosted by @masonnystrom. Bitcoin vs Gold: Why 2025 was different - Bitcoin's $2T wasn't ready for nation-state flows - Gold's $20T could absorb central bank diversification - Nations adopt Bitcoin last, not first 0:20 Stateful Overview 01:05 Bitcoin vs. Gold: 2025 Store of Value 03:57 Why Bitcoin Wasn’t Ready for BRICS 06:05 2026 Outlook: Catch-Up Trade or Continued Divergence? 09:19 Is the Four-Year Bitcoin Cycle Dead? 13:30 Bag Check: Bitcoin, Zcash, and Uranium 14:43 Uranium Thesis: AI Power Gaps & 2026 Contract Rollovers 17:27 Finding the “Amazon Bottom” in Altcoins 19:35 Private Money Power Law 22:30 Bearish or Bullish: Altcoins Are Dead Until Token Equity Is Resolved 31:01 Bearish or Bullish: Quantum Threatens Bitcoin 37:23 @brezshares 2026 Trends and Predictions 41:24 @tulipking 2026 Trends and Predictions 44:03 A Fascist Economy in 2026? 48:14 Tether Flipping Ethereum 51:33 Resurgence of Hyperliquid & Equity Perps