Token Narratives Podcast Ep. 45 🎙️ -Global Capital Rotation: Bitcoin as the Exit. Graham draws on Le Shrub’s (@agnostoxxx) macro pivot to argue that capital will rotate out of U.S. equities and into Bitcoin. -Corporate BTC strategy: @Metaplanet_JP 23x’s in less than year, @GameStop raises 1.3B for the @saylor playbook, and The Blockchain Group (@_ALTBG) becomes Europe’s corporate Bitcoin treasury leader. Shoutout @DavidFBailey. -Protocol defense or decentralization theatre? @_dsencil breaks down Hyperliquid’s JELLY takedown. Featuring takes from @HyperLiquidX @zhusu @Arthur_0x @zachxbt. -Meme coin meta: @salss_666 explains how $Ghibli mania proves there’s still alpha in real-time culture trades. -Cycle shift? Is the four-year Bitcoin cycle broken? We dig into BTC’s next move and ETF inflow trends. (@milesdeutscher) Shoutouts to: @jamieCrypto @MustStopMurad @Zeneca