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00:00 Introduction
01:30 Inspired by Raj!
02:11 Everyone Overlooking Stablecoin Potential
02:35 SOL Stablecoin Minting 2025 is $25BN
03:00 Cantor Fitzgerald Running the Deal
03:42 SOL Conviction
03:59 Pantera to Raise $1.25BN
04:49 Sharps Technology
04:58 DFDV Stacking More Too
05:24 ETH Before Tom Lee Bitmine Announcement
06:38 ETH Then Rapidly Doubles Since Mid June
07:22 ETH ETFs added $27.8BN Since June
08:33 Jeez Bogel Balchunas gets SOL… what a DAY
09:18 Last 48 Hours – $2.8BN Buy Pressure Announced
10:30 ETH Supply-Side Dynamics
11:17 SOL Supply-Side Dynamics w ETH Kicker
12:08 Putting it All Together
12:35 Impact on Market Cap and VanEck Maybe Correct
13:00 My old Bitcoin Multiplier on SOL $16.6BN Inflow
14:18 SOL Upside Model vs ETH
16:22 SOLANA Treasuries
17:10 ETH Multiplier
17:45 SOL Multiplier
18:25 SOL vs ETH by the Numbers
20:28 Food for Thought: What Happens if ETH Rotates into SOLANA
21:47 $40BN Rotation Impact when people discover what SOL is!
23:35 Did I mention SOL is only Crypto at AIS!
