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$7 TRILLION Is Leaving Gold (Bitcoin Is The Only Exit) | Simply SatoSHE · Simply Bitcoin

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  Gold just crashed 22% during a war.
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  Let me say that again. The asset that was literally
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  invented to protect you from exactly this geopolitical chaos,
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  inflation, conflict just entered a bear market while the Middle
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  East is on fire and Bitcoin up nearly 8% in the same window.
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  Now most people will hear that and say, OK, Bitcoin got lucky.
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  Yeah, just like you did, right? Give it time.
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  It'll catch up to the downside, but I don't think that's what's
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  happening, and neither do some of the most sophisticated macro
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  investors on the planet, $7 trillion has left gold since
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  January, $7 trillion. And everybody's asking the same
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  question right now. Where is it going?
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  Today, I'm going to tell you exactly what I think the answer
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  is and why the answer matters a lot more than most people
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  realize. You can't handle the truth.
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  I'm Sophie. Welcome back to Satoshi.
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  Let's get into it. Here's the thing about gold.
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  The entire bull case for gold, the reason that people have held
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  it for centuries is that it holds value when everything else
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  falls apart. Conflict breaks out, inflation
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  spikes, governments get unstable, gold goes up.
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  That's the deal. Except that's not what's
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  happening right now. Since the US Iran war started,
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  gold is down 17%. At its worst.
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  It was down 22% from its all time high, officially entering a
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  bear market. Silver followed it down.
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  Meanwhile, Bitcoin is up nearly 8% over the same time period,
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  confirmed by CNBC. JPMorgan called it an extremely
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  brutal flush, but even they maintain a long term bullish
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  view on gold, essentially saying that the fundamentals should
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  eventually turn bullish again if the war drags on.
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  So what actually happened? Why is gold doing the opposite
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  of what it's supposed to do? And here's the honest answer.
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  We're probably in a liquidity crunch when people don't know
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  what's going on. And right now, nobody does.
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  They don't run to gold necessarily.
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  Some people run to cash. They pull off the top, sit on
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  dollars, and wait until they can see clearly enough to redeploy.
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  Gold's bull run last was real, but a lot of people made good
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  gains, and they're taking them. That's the unsexy explanation.
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  But here's where it gets interesting.
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  While all of this is happening, while gold crashes, while the
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  S&P swings billions in minutes, while bonds get hammered,
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  Bitcoin is up 7% since the war started.
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  Now, 7% isn't an explosion. It's not the Omega candle we
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  were all waiting for. But that's not the point.
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  The point is what it means in context.
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  A macro analyst named Fernando from Bitcoin Perception put it
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  perfectly. He asked what did we actually
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  think Bitcoin decoupling would look like?
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  Most of us assumed it meant Bitcoin goes up while everything
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  else stays flat. But what if that's not how it
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  works? What if decoupling just means
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  everything goes down a lot and Bitcoin doesn't go down as much?
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  Because that's exactly what we're seeing.
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  Stocks are down. Gold is down, bonds are down,
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  oil went crazy, and Bitcoin is sitting at $70,000 holding
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  steady, not flinching. And here's the data point that I
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  keep coming back to Bitcoin priced in gold, not dollars in
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  gold. The bear market historically
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  last about 14 months. We are at that 14 month mark
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  right now, which means if you're measuring Bitcoin against the
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  asset it's supposedly competing with, we are already historic
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  historically at the end of a bear market.
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  That doesn't mean that the price is going to explode tomorrow,
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  but it means that the narrative that Bitcoin is some fragile
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  speculative asset that crumbles under real world pressure is
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  getting harder and harder to maintain.
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  So the big question is that $7 trillion that left gold heading
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  into Bitcoin? Honest answer?
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  Probably not yet. Not most of it.
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  BlackRock and Fidelity were net buyers of Bitcoin last week.
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  The ETF saw about $400 million in inflows against $250 million
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  in outflows, A net $150 million flowing in.
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  In the context of $7 trillion leaving gold, that's a rounding
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  error, but here's how I think about it.
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  People sitting in cash right now are not sitting there forever.
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  They took profits on gold. They're watching what happens
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  with the war, with bond yields, with the SMP, and they're
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  waiting to deploy. The question is where and when.
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  And increasingly the case for Bitcoin as that destination is
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  getting stronger, not weaker. Not because of the hype, but
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  because of what Bitcoin just did.
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  It held during a war while everything else didn't.
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  When institutions look at that data and they are looking at it,
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  it starts to shift the conversation from is Bitcoin
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  speculative asset to is Bitcoin the new neutral reserve asset?
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  That is a fundamentally different question and it's the
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  one that starts a very different kind of capital rotation.
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  And look, if you're watching institutional money start to
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  rotate into Bitcoin, the last thing you want is to have your
• 5:37
  coin sitting on someone else's platform.
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  That's where the Bitcoin way comes in.
• 5:41
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• 5:45
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• 5:50
  They simplify the whole thing so that you stay in complete
• 5:53
  control of your sack. Book a free 30 minute
• 5:56
  consultation at the bitcoinway.com/simply.
• 5:59
  Tell them Satoshi sent you. Now here's the part that should
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  make you uncomfortable if you're still trusting the traditional
• 6:06
  financial system to protect you. This morning, before this
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  episode, President Trump posted on Truth Social that the US and
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  Iran had very good and productive conversations about
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  ending the war. In 6 minutes, the SMP added $2
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  trillion to the market cap. 6 minutes.
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  Then Iran denied the whole thing and in the next hour the SMP
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  erased 3 trillion dollars, $3 trillion gone in 56 minutes on a
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  tweet, no on a Truth Social post.
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  Meanwhile the 10 year bond yield broke 4.4%.
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  And bonds are supposed to be the safe haven when stocks are
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  volatile. Well, they're not acting like a
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  safe haven. Oil went insane when the Strait
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  of Hormuz situation escalated. Then Trump's Treasury Secretary
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  walked it back on a Friday afternoon.
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  Gold crashed when it was supposed to rally.
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  Everything the traditional financial system told you would
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  protect you. Bonds, gold equities is behaving
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  erratically. Except Bitcoin.
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  Bitcoin just keeps chugging along.
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  And I'm not saying Bitcoin is perfect.
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  It is. I'm not saying that the price
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  won't drop. What are you saying?
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  What are you saying? What is inside?
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  What I am saying is that when you look at all of the data, not
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  just Bitcoin in a vacuum, but Bitcoin relative to everything
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  else, it is the only asset acting with any kind of
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  consistency and integrity right now.
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  And the SEC and CFTC just made something very clear last week
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  that I think matters here. They put out a joint frame work
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  formally classifying Bitcoin as a digital commodity completely
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  outside securities law. No issuer, no company behind it,
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  no fundraising. Just an asset.
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  The only truly neutral digital commodity that exists while
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  governments are printing money, fighting wars, and moving
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  markets with tweets. Sorry, Truth Social posts fringe
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  Bitcoin has no CEO to fire, no board to pressure, no central
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  bank to cave. That's not a feature people
• 8:29
  fully appreciated until right now and if this is the moment
• 8:33
  you're thinking OK I actually need to own some of this here's
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• 9:02
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  bitcoinwell.com/simply BTCI want to end on something that didn't
• 9:12
  get enough attention last week because it's exactly the kind of
• 9:16
  thing that sneaks up on you. The E us anti money laundering
• 9:20
  authority just announced its preparing guidelines, due by
• 9:23
  July 2027, that would require crypto exchanges to verify the
• 9:28
  identity of anyone using a self custody Bitcoin wallet before
• 9:32
  sending them funds. Read that again.
• 9:35
  They want you to attach your government ID to your private
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  keys. If an exchange can't verify that
• 9:42
  you are the owner of a self custody address under these
• 9:46
  rules, they potentially can't send Bitcoin to that address.
• 9:51
  This is the surveillance cage that bitcoiners have been
• 9:54
  warning about four years. Bitcoin is the most transparent
• 9:58
  financial Ledger ever created. Every transaction visible to
• 10:02
  anyone, The only layer of privacy you have is that your
• 10:06
  wallet address isn't automatically tied to your
• 10:09
  identity. The EU wants to remove that
• 10:12
  layer by law. And this is happening at the
• 10:15
  exact same time that the EU is rolling out a digital ID system
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  and doubling down on central bank digital currencies.
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  These things are not unrelated. They're building a complete
• 10:28
  financial surveillance system and they want Bitcoin inside of
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  it, not outside it. The fix is the same thing that
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  it's always been Take self custody of your Bitcoin.
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  Take your Bitcoin off of exchanges.
• 10:43
  Hold your own keys. Don't voluntarily connect your
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  identity to your wallet addresses.
• 10:49
  If enough people do this, it becomes technically and
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  politically impossible to enforce.
• 10:55
  But the window to do it quietly without pressure is not going to
• 10:59
  stay open forever. So do it while you can and if
• 11:02
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• 11:04
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• 11:25
  Do not sleep on this. I've been thinking a lot this
• 11:29
  week about what it actually means to protect your family
• 11:32
  financially. I'm a mom of two, as you guys
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  know, and when I look at what happened in the markets this
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  week, $3 trillion wiped out in under an hour because of a
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  social media post, gold crashing during a geopolitical crisis,
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  Europe building a surveillance cage around financial privacy.
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  I just, I don't feel scared. I feel clear.
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  This is exactly why Bitcoin exists.
• 11:59
  Not as a get rich quick scheme, not as a speculative bet, as an
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  exit from a system that has shown repeatedly and
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  unmistakably that it is not designed to protect you.
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  It's designed to serve itself. Gold failed this week.
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  The S&P failed this week. Bonds failed this week.
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  Bitcoin did not. That's the signal.
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  That's always been the signal, you just haven't been paying
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  attention. So sack your coins, hold your
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  keys and don't let anyone not an exchange, not a government or a
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  well meaning regulation get between you and your Bitcoin.
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  That's what this has always been about.
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  So thanks for watching simply bitcoins Satoshi.
• 12:45
  Don't forget to smash the like button.
• 12:47
  Share the show with your friends.
• 12:48
  Drop a comment below. I read them all.
• 12:51
  Guilty as charged. Follow me on X at Internet
• 12:54
  Sophie. And as always, stack, slay and
• 12:57
  stay bullish, baby.