Bitcoin Just Entered a NEW Regime - "Everything Changed" | @tushar_jain, Cofounder - Multicoin

0:33 The 2016 moment that started Multicoin

2:17 Losing big on EOS, then leading Solana's seed

4:33 Why you should never own your tenth best idea

5:22 Why Hyperliquid keeps taking share

7:18 He was a Zcash bear for years

8:00 Satoshi did not build this to move dollars

12:23 AI just killed blockchain pseudonymity

15:35 A Swiss bank account in your pocket

17:53 Monero for privacy vs Zcash for the narrative

20:25 What actually happened with the Zcash bug

23:59 Why reacting in the moment never works

25:51 The heuristic that calls every bottom

26:56 A regime change, not a bounce

29:43 The deficit spiral is the bull case