I was lucky to get today's live stream recorded. Human error on Telegram kept it from recording properly, but Twitter Spaces recorded it. The audio quality is worse, which is one of the reasons Telegram is primary for me, but at least I have it and able to release it to you.

Topics include a brief FTX big picture, bitcoin fundamentals discussion, macro charts, outline of my general geopolitical and monetary theory, US chip embargo, and Italy and French fight over illegal immigration.