Bitcoin soars past $122K flipping Amazon's market cap. Charlie and Colin analyze price predictions from $150K-$400K, discuss the Mayer Multiple indicator, boomer ETF flows, and whether the 4-year cycle still holds in this bull market.
Charlie and Colin dive deep into Bitcoin's explosive run past $122,000, analyzing what's driving the rally and how high it could go. They break down predictions from Peter Brandt ($150K), Bob Lucas ($175K), and the wild $400K call from Udi. Plus: why boomer ETF flows might be the secret sauce, the Mayer Multiple indicator, and whether we're in for a supercycle.
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NOTES:
• Bitcoin hit $122K all-time high over weekend
• Market cap exceeds $2.4 trillion, flips Amazon
• Mayer Multiple at 1.12, well below 2.4 threshold
• iShares Bitcoin ETF trades at $67 per share
• DXY down 10.7% in 2025, worst since 80s
• Gold market cap at $22.3 trillion (10x Bitcoin)
Timestamps:
00:00 Start
03:00 Bitcoin marketcap flips Amazon & Google
08:25 Mayer Multiple (it's back baby!)
10:27 Analyst: Peter Brandt (parabolic advance)
13:54 Analyst: Bob Lucas (4 yr cycle)
25:19 Analyst: Udi (just vibes man)
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