Bitcoin EXPERT EXPOSES The Paper Bitcoin ATTACK!

Bitcoin is sitting at a massive discount to its real fair value — $320,000. C.J. breaks down the mechanics behind price suppression, institutional shorting, and why the next euphoric run could blow past $1M. From paper Bitcoin risks to the coming flood of home equity conversion, this is a deep dive into the monetization and financialization of Bitcoin you won’t find anywhere else.

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CHAPTERS:
00:00 – Paper Bitcoin & Price Suppression – Why massive buys aren’t causing a price explosion.
02:24 – Demand vs Supply – Treasury companies stack sats while institutions short.
03:09 – How Institutions Misunderstand Bitcoin – Thinking it’s just a risky tech stock.
04:28 – Futures, Options & Volatility Harvesting – How yield farming offsets price pressure.
06:03 – Maturation of the Market Cycle – Sovereign nations, state reserves, and Texas’ $10M buy.
07:06 – Bitcoin as Pristine Collateral – From digital gold to financialized asset.
08:37 – Why Sideways Price Action Is Healthy – Flipping $100K from resistance to support.
10:17 – Market Phases: Hope to Euphoria – Why “the rip” will come later.
11:37 – Paper Bitcoin Explained – Futures short selling vs catastrophic fake supply.
13:43 – Proof of Reserves is Key – Avoiding a system-breaking supply squeeze.
17:11 – Michael Saylor & Proof of Reserves Controversy – C.J.’s take on the pushback.
20:12 – Insurance Clauses & Public Addresses – Possible reasons behind Saylor’s stance.
22:32 – Corporate Bitcoin Treasury Strategy – The math behind using cheap debt.
25:13 – Bitcoin CAGR & Self-Repaying Debt – Why BTC outpaces liabilities.
28:02 – Copycat Risks – How higher interest rates could crush weaker players.
31:01 – Extreme Fear Events – Liquidity crunches and forced liquidation danger.
33:40 – People’s Reserve Vision – A treasury company paying Bitcoin dividends.
36:41 – Monetization vs Financialization – Avoiding fractional reserve traps.
39:54 – Free Market Banking – How lending worked before fiat and zombie companies.
43:10 – The Fork in the Road – Fractional reserves or true free market finance?
46:00 – Circular Bitcoin Economy – Why now isn’t the time to spend sats.
48:45 – Political Engagement – Lobbying, education, and the case for an Orange Party.
52:26 – Home Share & Health Share – Bitcoin-powered cooperative protection models.
55:40 – Orange Party vs Poison Apple Party – The political battle lines.
58:05 – Fair Value of Bitcoin – Cost of production and economic design.
01:03:13 – Scarcity, Halvings & Difficulty Adjustments – The engine behind BTC’s price floor.
01:08:40 – Current Fair Value – $320K and why bull markets never end below it.
01:10:29 – Key Price Levels – Fair value, single-family home parity, and gold parity.

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