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BITCOIN: BULLISH TIME AHEAD!!!! Transcript, AI Summary & Key Points

Ivan on Tech · 13 days ago · Entertainment · 59:11 · EN

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AI Summary

Bitcoin is testing a breakout after bouncing from the 200-week moving average, and the strategy is to buy dips with a minor portion of the portfolio before the bullish flip, then allocate heavily to Bitcoin and altcoins once the flip occurs. Bitcoin's expected upside is presented as greater than its downside because Strategy is buying again, Bitcoin ETFs have strong inflows, a rate cut would be highly bullish, and the worst of the bear market is considered likely to be behind Bitcoin. The discussion also covers liquidity risks in meme-coin trading, Solana, Robinhood, Hyperliquid, Pump.fun, NFTs, tokenized gold, and risk management.

Key Points

  • Bitcoin is testing the money-line breakout, but rejection from the breakout is not considered a reason to become bearish.
  • After Bitcoin touched and bounced from the 200-week moving average, dips are presented as buying opportunities.
  • The current approach is to deploy only a minor portion of the portfolio before the bullish flip and go heavily into Bitcoin and altcoins after the flip.
  • Following a predefined strategy and rules is presented as protection against FOMO, greed, fear, and emotional decisions.
  • The S&P 500 is described as approximately 2% below its all-time high, while the broader stock trend remains bullish.
  • Iran-related oil fears and a possible September rate hike are described as short-term noise for Bitcoin; a rate cut would be especially bullish.
  • Strategy has shifted from net seller to net buyer, bought Bitcoin for the first time in 10 weeks, and said it plans to continue buying without plans to sell.
  • Bitcoin ETFs had $3.5 billion of inflows in August and another $200 million after trading opened on September 1.

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Transcript

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00:03 Oh yes, oh yes, yes, oh yes. Guys, welcome to another episode. And as you can see right now, Bitcoin is currently still testing this breakout. We're still testing the money line breakout. And this far, it seems that we are rejected from the breakout. But this is not the time to be bear, guys. Just like we spoke yesterday, all the dips are for buying.

00:24 Right now when we have touched the 200 week moving average and we have bounced from it all the dips are from buy for buying but currently we just deploy a minor portion of the portfolio before the bull flip. The plan still remains follow the plan. People get so emotional when this big candle happened. People told me Ivan we missed the bull market. We missed it.

00:49 Now people are saying Ivan we're gonna go to new lows. I love it. allow. It's perfectly normal to be emotional, guys. It's perfectly perfectly normal. But if you follow the strategy, you follow the rules, it will be fantastically fantastically nice. Once we go above the bull the bull flip right here, we go heavy heavy heavy heavy Bitcoin heavy altcoins and we go Valhalla from there.

01:11 Sulana still in bull trend has a bit of a pullback together with Bitcoin. And this all has to do with the temporary uh scare in the stock market. The stock market itself has been pulling back a bit. Not that it went into bare trend. I mean still stocks are super bullish. You look at the trend, it's super super bullish. And the stocks now, how much are they below alltime high?

01:35 Let me check here. So S&P for example is just 2% below alltime high. But there is a bit of concern this and that. I don't think that any of this concern matters. But just so you know guys, for example, there is Iran oil uh fears, another hit on Iran, another this and that. I mean, we've we've been having it for eight months now. Okay, we we've been having it for eight months.

01:58 Brand jumped, oil jumped, WTI jumped, all of the oil indexes jumped, all of the oil stickers jumped. So, people are worrying, is it going to mean that stocks cannot pump because oil is now expensive? We we literally had all of this just a few months ago. We had all of this just a few months ago and I think it's very unlikely that the Fed will hike rates but this is what people are worried about that they're going to that they're going to hike.

02:24 People are worried about that they're going to hike because oil is inflationary. When oil is high it is inflationary and people are worried that there's going to be a hike. The odds now if you look on on poly market are way above 50% for a hike in September. Personally I think it's not going to happen but let's see. I mean I'm happy to be surprised also at the end of the day for Bitcoin this is all noise all of this with Iran oil stock this and that this is for Bitcoin mainly noise it doesn't matter where they where

02:55 did they increase the race or don't okay because we already had a big fat bare market we discussed about it yesterday that when you have a big fat bare market the bad news simply stop mattering at the end of the day and now is not the time to be too smart we may see another pullback maybe to I mean, who knows? Listen, we are we're not predicting exact ticker by ticker what's going to happen in terms of price.

03:17 But on the big picture, I can tell you that the worst is likely behind us for Bitcoin. And as soon as we go bull flip, oh, it's going to be amazing. It's going to be amazing. It's going to be amazing. Now, when you look at the different drivers for Bitcoin, you have the following uh strategy is starting to buy. If we are to organize our thoughts here and look at what's driving the Bitcoin price, what is dumping the Bitcoin price and if we see the balance between bull and the bears, it looks like this.

03:44 The good thing now is that strategy is a buyer. Strategy was a seller for the longest time. They sold the bottom. They also now they're a buyer, buyer, buyer, buyer. Uh the CEO of Strategy, Fong Lee, who works together with Michael Sailor, has come out and said that they will continue to buy. they have no plans to sell. They're going to be buying and buying and buying.

04:07 Uh buying now feels normal. This is another thing in terms of the perspective on Bitcoin because you remember in 2020 when STR Micro Strategy bought its first Bitcoin, it was mega news. Now it's normal. It's normal. They buy hundreds of millions. It's normal. So it means that Bitcoin basically is now such a big asset that this constant buys that are now starting.

04:29 They feel normal. This is both bullish and bearish. I mean it's bullish because Bitcoin has come this far. It's a bit bearish because market is kind of used to it and it expects uh strategy to buy but overall strategy going from net seller to net buyer obviously very bullish and this is the first buy in 10 weeks. This Monday they bought for the first time they bought Bitcoin first time in 10 weeks.

04:50 Okay. So strategy number one bidding bidding bidding bidding. Next you have the ETFs. ETFs having fantastic inflow fantastic inflow. When you look at Bitcoin ETF, look here, 3.5 billion inflow in August, but also since um uh since trading opened uh yesterday, we already had 200 more. Uh okay, in 1 of September, 200 million more. All right, very important, another big catalyst.

05:18 So, strategy buying ETFs, bidding, bidding, bidding, bidding, bidding, next here is where it's maybe a bit of a a question mark in terms of the uh rate hike. Uh people are worried they're going to hike rates. I'm not too worried. I don't think uh rate hike is going to matter in any big way for Bitcoin. Maybe short-term volatility, but not in any big way because we've had a bare market already.

05:41 Uh but if rate rates are cut, that's mega bullish. That's mega bullish Bitcoin. So rate hike does not matter. But rate cut would be insane because that's mega bullish. And we're right at the start of the new bull. And when you are at the start of a new bull, all of the bullishness pumps a lot. So there is basically the conclusion here is that there is more upside than downside.

06:02 As you know, no one knows what's going to happen. We're just predicting based on the probabilities. We're positioning ourselves based on probabilities. We're not even predicting because no one can predict, but we're positioning based on probabilities. So when you look at the expected value of you being bullish now versus expected value of you being bearish now, the expected value of bullishness is way better.

06:24 Way way better because if they cut, holy crap, that's going to be such a signal because then it also means that Trump has more or less control over Kevin Worsh. It also means that Trump's wishes of the lower race he's been wishing for years and years and years now they're going to come true. And it's going to be such new information for the market that the market will have to be will have to price it in quite fast.

06:46 So massive pump especially for Bitcoin because Bitcoin is in the beginning of its new cycle. Let's say they hike for some reason they hike. They're worried with oil shock. They're worried with this and that for Bitcoin. I think it's going to be minor. It's going to be minor. Maybe we go back to 75. Maybe a bit. I mean at the end of the day we've had the worst behind us, right?

07:07 We have the worst behind us. And also there is a big big question whether uh hiking makes sense when there is just a supply shock. Okay. When you look for example what has happened here? Besson said that Worsh and I are on the same page on bonds and Besson said traditionally you don't raise interest rates into a supply shock. So what does it mean? It means that the the reason why people are worried about the rate hike raising of the rates is because there is supply shock with oil because of Iran.

07:40 But that can be easily fixed. Normally it takes approximately 18 months for higher rates to propagate through the economy. So it takes you need to really think long term if you increase or decrease rate for it to really propagate through the economy have impact on employment have impact on all of the KPIs that they care about it takes 18 months. So if there's just a temporary oil shock let's say due to Iran what's happening now this is not a reason to raise rates and Bessent don't mess with Bessant Elon Musk tried

08:16 messing with Bessant he got a black eye bessant does not want high rates Bessant does not want high rates they are sinking with worsh uh I mean I would bet that uh Trump more or less has control of worsh but let's see let's see what's happening Look here. If you're a micro investor, connect the dots for a second. Markets are pricing in the September hike.

08:39 Yields are surging and the consensus is completely taking the bait. Draen Miller, look here. Um, Draen Miller actually wor together with Kevin Worsh in the past. They wrote this article back in the day in 2018. But so Draen Miller who literally trained both Worsh and Bessant publicly takes a swing at Bessant's bond market intervention. Besson plays along firing right back mean so basically all of the conflict now with people um critiquing Bessant basically a charade according to this guy meanwhile wors and rocken

09:13 Miller wrote wrote this piece calling on the Fed to hold off on hikes in 2018 it's a masterclass in narrative control wors gets styled as the uncompromised hawk to buy the central bank maximum market credibility this is very important Because if Morris just says, "Hey, listen, I just listened to what uh Trump says." He going to lose credibility. Uh rates are going to spike even higher the market rates because trust is lost.

09:38 Uh so they need to make it credible. They need to make everything credible. He cannot just come out and say we're going to cut because Trump said they need to make it everything credible. So uh even though everyone knows that the core minor from Trump is to cut his guys, they're gonna cut. I I think I don't know if they're gonna cut. It's going to be fantastic.

09:54 You know, you know these guys, the Trump guys, not the Trump guys. The Trump guys, they they they love this kind of stuff. Everyone thinks this. The Trump guys position themselves. Look at D Dragon Miller. What did he do? He bought freaking hyperlquid ETF. You think you buy hyperlquid ETF? If you think there's going to be bearishness, okay, the Trump guys, I mean, they're they're the best.

10:21 They tell the PLA, we're going to hike. H be careful. Oil up. Be careful. Be bearish. they position themselves that cut. Would it that'd be crazy? Would that be crazy? But anyway, we spent a long time discussing this um micro stuff. I think there is just better expected value to be bull bull bull not retardable bull yet because we have to go uh bullish again.

10:45 This rejection could mean that we maybe go back into the buy zone. It can easily easily mean that. But still to allocate here a bit and then massively once we go bull trend very smart don't panic people panic now it's I mean the player brain from the mega grid here saying Ivan we miss bull market why why why and now so fearful man take it easy follow the damn plan we have a great plan great plan so micro liquidity is is the second thing clarity act is also bullish if it passes let's see if it passes I don't have high

11:17 hopes but if it passes very very nice uh cycle timing I mean this one is massive guys. The fact that we are now one year from the from the peak this going to be for bitcoin massive this for bitcoin is massive all of the fouryear cyclers I mean by the way us inclusing because we just follow the trend in money line and it seems that the money line is going to flip basically right on the four cycle.

11:41 Okay we follow the money line. We don't follow the for cycle but the if the money line and for cycle agree I mean okay good good then then I guess we're also for a cycle. But if the money line and for cycle disagree then we're money line. We're not for cycle. You understand? But that's another thing to to keep to keep in mind that the cycle is coming to an end.

11:59 It's restarting. We have a new four-ear cycle starting this October literally in 30 days. Okay. 40 days at the we need to go to like the the peak the 8th of October for us. 8th of October is a big day because we said time to be riskoff on October 8th 2025. You guys remember we said time to be riskoff is my pinned tweet. You can go to Twitter, you can check.

12:21 And uh now it's a year, man. It's a year since the prophecy. It's a year since that insane call. I mean, if I'm to be a bit humble myself, I mean, sometimes you have to take credit. You have to take credit. Go check my pin tweet. But we saved probably hundreds of millions of dollars in our uh in our community because they did not get wrecked. Hundreds of probably.

12:43 So anyway guys, big welcome everyone. We have a lot to discuss. Big shout out to who? To dab for time slapping us to us. Let me know how you're doing this fantastic Wednesday. What is it? Wednesday, guys. It was Monday now. Boop. Wednesday. And as always, smash up the like. Go below, check the first link in the description. Sign up for the Bull Mania newsletter.

13:06 Currently, Bullmania is closed. You cannot join Bulmania right now. But if you are in the newsletter, you will get informed whenever new spots open up. But also in the newsletter, you get free market updates from me. For example, August 4th, we said time to be bullish. Look at August 4th. Look at Salana. Look, I mean, look at what's what's happened since August 4th.

13:26 Uh that's just the recent example. So, first link in description, you do it now. Do it now. Click enter email. Very important. And this also works as weight list when we release new spots in Bulmania. you're going to be informed here as well. But currently, it's closed, fully closed as we're at capacity. Now, guys, back to the AI slope. We have fantastic, fantastic, fantastic movies to show you.

13:53 And Bit Boy may be coming back. I have I have the Bit Boy one here. The first one is Ivan meeting Satoshi. Listen to this. I gave them Bitcoin. scarce, decentralized, simple. But simple was boring. So they bought JXC rocks, chased impossible yield, trusting an unstable stable coin, went 100x long on a dog coin. Everything vanished. And somehow they blamed Bitcoin.

14:25 >> I know, son. They need rules, not another profit. >> Bull mania. This will show them the way. >> Very true. Very, very true. Many people, they do all kinds of dumb stuff. instead if you have the rules like now for example you see how the rules protect us they protect us from from FOMO they protect us from greed and also they protect us from fear literally the roller coaster people had during the last days here last weeks has been crazy we're emotional dudes I mean crypto is emotional dudes another very very

14:54 important lesson listen to this after block roughly every wait here one perfect batch is luck Bitcoin didn't prove itself self with one block. It earned trust block after block roughly every 10 minutes since 2009. Consistency isn't luck, it's a system. Bull mania. Clear strategies, clear rules. >> Exactly. Exactly. Exactly. But that's also a very important thing because sometimes people get wrecked.

15:27 Sometimes people make some money and there's no consistency. They don't understand why they made money. They don't understand anything. And worst case that can happen by the way is when you make money and you and you were lucky and you repeat the same dumb strategy because sometimes even the dumb strategy can make you rich. Sometimes you know it's like uh using your car without seat belt going 400 kilometer an hour in uh autobond and bam suddenly doesn't work.

15:53 You go without helmet it works fine and b does not work. You understand? So it's a problem sometimes people have in crypto also they luckily they do some dumb stuff no risk management they make money and then they think they're Nostradamos they're genius so they keep using the same thing sooner or later you lose everything happens all the time the roundtrip the roundtpping is uh is insane is insane I mean people say that's exactly what yeah by by the way there's no shame in that I have a whole book on how I did exactly

16:26 this big profits okay uh boom.com/book book, you can buy it. I mean, I did exactly the same thing. I made money. Then I thought I'm I'm smart. I I'm smart because I'm freaking developer. I know how tech works. That's how I made money. No, that was not how I made money. I was lucky. Then lost $10 million. You can read more here. But anyway, guys, Super Cycle is here.

16:49 And of course, we're releasing Bit Boy. Bit Boy, we're releasing him into the wild. This one is masterpiece, man. Small peep. is doing masterpiece here. Bit boy, get up. The super cycle needs its OGs. I'm rebuilding the timeline. Try to stay out this time, man. Holy, man. This is cinemat. This is cinema. This is cinema. This is cinema. This is I mean here we can oh man with this cinema.

17:31 This is cinema. I mean I I don't know about releasing all of the you know all of the dark forces so to speak but I can see the cinematic value in this. Holy guys. Holy You see everyone is getting released here. SB here I have some kind of joker role you know releasing the mayhem. But I like it. I like it. Releasing the mayhem. Somewhere there behind is the Bitconnect guy.

17:55 We release him also. It's a new super cycle. I We have to watch it again. We have to watch it again. Super cycle. Let's go. Big boy, get up. The super cycle needs its OGD Griggs. I'm rebuilding the timeline. Try to stay out this time. Holy crap. And this is AI. I mean that's crazy guys. I I I mean really now that we've seen what AI can do. I think Hollywood is cooked.

18:32 I mean it's cooked. If you are freaking you know I don't know what you are like artist you know you you're actor you're actor. Act I think you're going to have a hard time. You need to be influencer. Influencer is different because influencer this is you know we ching here we have a chat you know we we have we have good vibe. But let's say you're actor you just do movie man.

18:52 You don't you're not needed. You don't need it. I mean people will will need connection in the future that you connect to a human not AI. But you know most actors what connection you have to them? You just see them on freaking uh TV screen. There's no connection. So all actors will have to be you know influencer in some way to to be relevant. Otherwise there's no relevancy.

19:10 I mean man what what you can do? You can you can do acting. I can I can also do acting. You see you see me freaking I freaking joke. I I released the mayhem. Fantastic. reach out to small small PP who made it. Now next we have Tom Lee saying also man Tom Lee and I we're on the same page. He's also saying that the rate cut is more likely. Let's uh listen to this.

19:36 >> I think the odds of September hike might actually drop to zero. I know people are edging into September cautious because markets are down, oil's up, yields are up and people are talking about the seasonality. I'm going to be contrarian. I think this is a setup for actually September to be a strong month for stocks. >> Why? >> Well, I think one is that the inflation fears are likely to quell this month.

19:57 We have the jobs report to on Friday. Next week is August CPI and then we have of course the FOMC rate decision in September. I think the sequence of those events is going to show inflation is weakening and I think the odds of September hike might actually drop to zero. I think the odds of September hike. >> Yeah, I agree. I agree. I also think that it's at the end of the day guys.

20:20 No one knows. I don't know. Tom don't know. It's more about the expected value here. What is the expected value of being bare worried about some hike when Trump literally said he wants cut Trump installed worsh after making the mistake with Powell. Um yeah, I I I think we're going to we're going to actually cut. Let's see. This is more of a, you know, this is more of a um fan fun, you know, infotainment kind of prediction.

20:49 I don't know if they're going to cut, but uh, you know, based on the closeness to bull flip. If we bull flipping Bitcoin, we're mega bullish anyway. And now we're we're we're accumulating a bit Bitcoin anyway. I mean, with a with a smaller amount here, especially in the buy zone, don't worry about rates, the rate hike or what else. Don't worry. Don't worry.

21:11 Don't worry. I think now it's time to be bullish. It's not time to be bearish. You had to be bearish in October. I told you to be bearish in October. Now it's another October. You know, now it's time to be bullish. You remember here October 8th. Never forget. Good evening crypto. As I said in the stream on October 8th, I'm not a fan of the fake out.

21:28 This was uh this was a year ago. So that was the time to be bearish. Now get out of here. It's not the time to bearish. Now let's check what's happening. He's saying you guys are getting way too bearish. Sana Solanzo. Now there there are some reason to be a bit bearish Solana due to you know Robin Hood this and that. Robin Hood has all of the trading volume.

21:51 The problem is that there is nothing to invest in Robin Hood like you can buy this Robin Hood stock and then you can you can participate in the trenches but currently that's not smart. We discussed it in the last stream that the the expected value of the trench currently it's more of a cazasino. I mean it's for fun but u liquidity is super thin. Even if you make good money for you to withdraw it is impossible from this meme coins.

22:16 Liquidity is very thin. The biggest memecoin pawns it had it had like 3 million liquidity and there were like five guys on Twitter saying that they all have like 3 million 2 million 5 million in this coin but only 3 million liquidity. Their total bag is worth like 20 million but there's only 3 million liquidity. So if if anyone tries to withdraw boop back to zero.

22:36 So the uh the riskreward of actually trading the shitcoins uh in the trenches on Robin Hood currently is bad but in bull market when we have old season is going to be different but so you can buy Robin Hood stock otherwise soul is the asset is is the platform where all trading is happening. So you have Robin Hood chain NAF solquid okay liquid is another one we're mega bullish hyperlquid it's bull trend fantastic.

23:04 So for memes it's Solana where you can actually invest. Then it's hyperlquid for leverage the this and that and then uh Robin Hood for current uh meme uh meme hype. Let's actually see the stats. This one is interesting on deck screener. Let's see how much bigger Robin Hood is versus Solana. Now uh if we look at the volume check here currently we see uh 2.4 billion volume.

23:31 Uh and the latest seems to be this uh artificial eno with okay to be fair this one has a bit bigger liquidity 5.7 million but also when you look uh just if you download the foromo app um by the way if you want to trade this uh I will explain to you in the next video how it's done but you know some of the guys on Robin Hood their bags are way bigger than this liquidity anyway in this coin like in this particular coin.

24:00 So it's still a big massive problem with liquidity in the uh memes. And by the way, what happened to pawns? It's still pumping or see where is it even? It's not even train. It was trending. It was like the the talk of the town yesterday. This is why if you are not a Gen Z addicted to the screen for you, I mean is going to be tough for you. Where is Pon?

24:21 It was the, you know, talk of the town yesterday. Oh yeah, here it is. Here it is. Uh now no one cares about it. Now it's down. Now it's this one. Now it is artificial eno. See this is the problem with being like a normal person with family because I know our audience like most of you guys you you're not Gen Z addicted to this. Most of you guys uh you are a bit older generation.

24:46 I mean including myself including myself uh most of you guys are 30 plus. Most of you guys I mean for you if you enter this imagine you just bought pawns yesterday because you it was the talk of the town and now no one cares about man now it's artificial in you know you understand and you're asking me Ivan what about pawns this is the tragedy this is a tragedy this is a tragedy when we discuss the trenches which we do in the bull market some boomer buys by the way big shout to boomer I mean I'm boomer myself in some

25:18 ways but some boomer buys this trench and comes back to me like five months later. Hey, Ivan, what about uh what about pawns? I'm like, what? What do you mean? Yeah. Yeah, you discussed it. I bought it. Okay, you understand that since then like 30 memes have happened. Yeah, it was maybe it was just uh two weeks ago, but that's I mean that's the speed of the speed of this ponzies.

25:44 You got to be at the speed of the ponzi. There's speed of light and there's a speed of the ponzi which is even faster. Okay. So, uh that's why I think for us for us currently uh it's better to speculate on the casino itself. For example, Robin Hood stock, Solana, but is it Robin Hood? They have so so much other business quite expensive. But Soul, let's see.

26:06 Is it what kind of volume it has? Still soul has more volume. Still soul has more volume. So Solana is leading, but the there is a clear dent because many people now trade on Robin Hood instead of Saul. Let's see if this is temporary or not. At the end of the day, we're just observers of the market. But what can we invest in? what is the pon the the casinos like the ponzi platform so to speak that we can buy so you can buy soul you can buy Solana still the highest volume 6.5 uh billion uh you can buy hype token you can

26:38 buy so let's go through the different ways to to participate here so number one is soul soul is bull trend very nice u can easily go back here to the 300 uh that's number one number two this is for trading uh uh the leverage like stocks and everything. Let's go to which chart is bigger? Let's see. This one uh cracking bigger maybe. Anyway, Hyperlquid is obviously the the other one.

27:07 This one is the platform for going long short with leverage decks. Fantastic. Big buyback here. You have big big buyback. So, this is another way you can like invest in the casino without being a dig gambler yourself. Uh where you have to be at the speed of the Ponzi. Okay. Uh now with Hyperlquid obviously it's a bit different. It's more or less like buy bit decentralized.

27:28 So here is trading stocks with leverage, crypto with leverage on chain. Um and uh that's valid. I mean that's in bullion where people every day making uh money with leverage trading bull trends. Instead of trying to catch the bottom which is very bad expected value, you have new bull bull trend start and trading that with leverage. Fantastic. If you have risk management, you know, mechanical rules, fantastic.

27:52 So yeah, Hyperlquid is is for that. Here you can invest in the platform and of course you can use it as well. Uh next, Pan Pan, I wouldn't uh touch the trencher trench Now uh but Pan as a coin with revenue share owning the casino is bull trend here since u August 10th. Fantastic. Fantastic. Since August 10th is bull. Fantastic. Fantastic. See the difference here is that you don't have to be at the speed of the Ponzi here.

28:24 You can buy, you can let it be for weeks. Okay? Of course, you need to manage risk, stop-loss, yada yada. Everyone in Bulman knows. But still, here you can you can have an actual strategy. You have an actual strategy. You execute, you see the trend, you set stop loss. With the um with the trenches, there's no way to have a strategy. I mean, you just uh gamble.

28:44 You just gamble. Okay? uh- which is fine if there's old season and you can just throw dart and wherever wherever dart lands it's Valhalla. So yeah that's some u that's my view on the current trench. Uh after being in the trench a lot guys in the last season I can tell you that uh trench expected value even in bull market is not great but now it's very bad.

29:10 It's very very bad. But anyway uh let's move on. Some of the trench coins will level up into big ones. Let's say dog with hat. Those perfect example or peppermint also perfect example. When that shift happens, we're going to let you know that that's a very important shift. Uh now let's look at what's happening with uh uh the different players. You have Sana, you have Robin Hood chain, you have BNB chain.

29:42 And this guy from Sana is basically explaining how their position. So you have to understand Sana is carrying the torch for an open system alone. There's no exchange with millions of existing traders to feed from. Uh like for example with Robin Hood, there's no listing mechanism or Vlad or CZ to wave a magic wand. There's no Jeff to add new features every week.

30:02 is just the Sana community. Those people who chew glass for breakfast. If you build on Solana, you're a chat by default. You're not chasing trends or listings. You want to win as big as possible on your own terms. You're not waiting for approval. Now, this it's true. It's true. Salana is the only open system, decentralized system that can compete with the corporate chains.

30:25 At the same time, I don't really like the cop. It's kind, you know, like when ETH started to lose against Sana, they all said, "Oh, you know, it's centralized and we are, we're better. Why? No one knows why. You're freaking slow. You have a million L2. No one care." You know, don't get into cope. If Solana guys are watching, don't cope. Don't cope. Get the damn revenue up.

30:49 Get the damn volume up. No coping. No coping not allowed. Not allowed. Uh, you know this, you know, oh guys, you're great because you're not chasing. I don't know, man. Like there are many people that uh successfully shift to Robin Hood and they their app becomes big. Just look at pawns. Pawns could not be big on Solana because there is pump already.

31:08 Pawns could become big on Robin Hood because they were new. So yeah, I mean as business founder that founder you should go wherever you can make the most money not stay on Solana because you know you you're holy. So but anyway partially true that it is open system. Open systems will win because they're fundamentally better. They won't always be the sexiest new thing.

31:29 I mean, overall, I agree with this. Yeah. Uh, open system long-term is going to win except the only exception, guys, is in case Robin Hood does a coin. Okay. If Robin Hood does a coin, oh, it's going to be crazy. If Robin Hood chain does a coin, it's going to be crazy because now, okay, I'm bullish. Robin, what to buy? I don't want to buy the ponzies.

31:56 What to buy? Robin Hood stock. Is that what I buy? What? What to buy? What to buy? I don't buy ETH because Robin Hood will not help ETH. Okay. What to buy? You understand? Anyway, that's that. Let's see what's going to happen. But we look at the trend and trend is bull for pump. It's bull for Sana. It's bull for I mean to be fair, it's also bull for Robin Hood the stock.

32:21 We love the Robin Hood stock. Uh the issue is that all of the all of the suits are in. I mean it's it's not like bol it can still go to a thousand here can go to it's already such priced in it's pricing to such an extent it just tougher but all in all good uh uh bull flip the re the reason why with something like Robin Hood stock the whole Wall Street has eyes on it like every mfer has eyes on it if they do a coin is going to be different because many Wall Streets Wall Street suits they're too nice like they they see

32:59 themselves as too, you know, too clean for crypto and I love that because then they're not part of the rally. They don't price in price in the rally too fast. You understand? But anyway, hype bullish, Solana bullish, Robin Hood stock bullish, palan bullish, bull market coming in a big big way. Super cycle coming in a big big way. Does that Oh, also Solana NFTs are now on OpenC.

33:24 I think NFTs are going to have a comeback uh in one way or another. Let's watch this ad from Claazor man. Clenosaur. The Clinazor. Let me know if you love the Clenosor, guys. You're a 50-year-old dude. You love the freaking Clenosur. Let's hear it. Why not P? Okay. Penguin is not native SL. Okay, I understand. Understand. Let's see what it say. What happened?

34:49 Yeah. See, see this why the west is losing, you know, freaking plan or this this what dudes in the west are doing, you know. Heat. Heat. Yeah, fant. I mean, I love I love that Slan is now on OpenC. It's very good. But there there is something with, you know, I I like NFTTS or when they are pictures. I like when they are pictures, but when they become this like cartoons, I don't know.

35:56 I I don't like them as much. I don't know what it is, guys. I don't like this freaking cartoon. When it is a picture, it's it's more, you know, collectible. But when they be when they animate them, it's like, what the is it? What? Yeah. Yeah. Let Let me know what you guys think. Let me know what you guys think. I don't think that this is good for NFC, like this animator stuff.

36:24 Don't animate. Make them cards. They're collectible cards. I don't see myself, you know. This doesn't look expensive, you know. You understand? Yeah. Clinazor. Yeah. Yeah. Wow. Wow. Sana. Yeah. I don't know. What do you think? Maybe I'm alone in this view. I mean, obviously I am a freaking penguin online. My my picture is penguin. But if it's not if it's just a penguin, I don't know.

37:13 It It seems more I can see it being expensive. You understand? It's like penguin is expensive when they animate this kid show. I don't know, guys. I don't know. Anyway, that's that. Let's go to Q&A. Okay. questions, answers, debates, discussions. Go to bullmania.com/subscribe is the first link in description. Sign up, enter your email. Uh, subscribe read newsletter about the market.

37:43 I mean, this just this is life-changing. I mean, we called the biggest moves here uh in a very summarized short way. And also once you can join Bulmania it's going to be in this you're gonna get an email for now it's closed as we are onboarding the current cohort but when it opens be fast book a call with us in the email okay that we get so let's go to Q&A questions answer yes big shout to to dab for time something very very nice very very nice so let's A project called for got a billion.

38:31 That's true. Exactly. Exactly. What is mine line? Is it a moving average? It's not moving average. I mean, you should buy a Ralph Lauren peak coat. Peak coat. for this peak coat. Let me see. Ah, no. See, I I I mean I will not wear it. That's the problem because uh it's too hot. I'm in a hot climate. But sometimes, no, I look I look at clothes. I'm like, man, let's go somewhere cold so we can buy some, you know, some something like this.

39:14 This cycle Robin Hood becomes a massive onchain retail platform and Uni is the liquidity engine. Uni is the cleanest way to express that. Yeah, it could be. It could be actually. Let's see. Let's see the So, unis swap is u there could be something to that because unis swap is up 50% since the bull flip on the money line which was August 3rd. So, uh yeah, that that that could be that that could be reasonable.

39:50 See, but you have an idea. If if uh unis swap would be bearish, I would say it's fugazi. Your idea is fugghazi because uh there is bull trend. Good. That that that then your idea could make sense. Okay. We need all whatever ideas we have, they need to be confirmed by bull trend. Otherwise, get out. Everyone has idea. Ada has so many ideas, man. Charles Hosa, they have so many ideas.

40:16 All of the ideas. Then dot polalot so many ideas man so I I we have enough with ideas everyone has such idea on the market what's going to happen but you need to deliver you need to deliver freaking pump and here and here there is a bit of a pump so that's that's good now is let's see on Robin chain is unis swap the biggest decks like all of these memes are they trading on unis swap or they have like their own some kind of DEX.

40:47 Let's see. Let's go to Robin Hood on DeFi Lama. Let's see what's happening. Dexes big Dexes fees paid. Unis swap. See, unis swap is the biggest app on on Robin Hood. So, that was actually quite smart what you said there. It's very smart. Unis swap is the highest. Then it spawns then it is GMGN. Yeah. Yeah, I I think that's quite interesting actually as a thesis that that's that's an interesting thesis because it's also confirmed by the data.

41:24 The data and most importantly the bull flip is confirmed by bull flip. So you have morpho or staking good uh what is this steakhouse? No one cares. Uh unis swap well it is quite big risk are not count. Okay, unis swap good lighter good. Yeah, but should unis swap go bare then for forget this idea. But yeah, it's kind of a big fall for it to go bare.

42:01 But yeah, up 50% since the flip. Yeah, thanks for the for the perspective. I think it makes sense. What do you think of old meme coins? Do uh what do you think of old meme coins? But like really old like Peppa coin from 2016? I I have no opinion. I'm not buying it. I have no opinion. Peppa coin from 2016. Okay. It's like on ETH or where? No, I have no opinion about old memecoin.

42:32 You know, we we mainly care about things that are in bull trend and uh and relevant. Lighter looking lighter looking very good. It's up 173%. since the bull flip in May all time high after all them fantastic fantastic light looking very good but yeah if you have some perspective on pepper from 2016 let let us know but uh I don't know it sounds let's see pepper I I never had pepper from 2016 I don't even know how to look it pepper is this one maybe it pumps let's see I don't Max, max max.

43:14 No, it's not this one. This is some other one. Yeah, I don't even know how to look at it. So, you see, I have no opinion. We need bull trend. It's not even on coin gecko pepper. I just see other pepas. There are quite a few. And what do you think about safeguarding wealth by buying crypto gold? You mean tokenized gold or what? Tokenized gold is not the best.

43:45 And the reason is because you have an issue. What happens if it goes bankrupt? Who the hell knows? No one knows here. If you want to buy gold, the best thing is physical gold, but it may be in impractical. And also physical gold industry is a bit of a scam. Like if you go to this, you know, bullion when they sell you, not bullion, but when they actually sell you like gold bars, they say that ETFs are scam.

44:08 Gold ETFs are scam. But actually, this like gold sellers, they're the biggest scam. They're going to sell you gold is like 40% more expensive than it should be. It's hard to verify like this physical gold propaganda. You have to be very careful with it. Very careful. Now obviously if you have a way to buy gold that's physical that's close to the spot price fantastic fantastic but most people there's no way for you to buy.

44:39 Okay, you go to, you know, to your shop. Maybe in Dubai, you go to this gold market, you can buy, but then how do you know it's real? Uh, so all of this like physical gold, you have to be super careful. Super careful. Most people going to sell you like fugazi coins. They tell you it's so rare, it's so rare, is gold so rare, fugazi, fugazi, fugazi. So if you want to diversify portfolio, which makes sense if you have a big portfolio in bulmania, we discussed we have a whole section on staying rich because people get

45:04 rich, then they lose money. But you you get rich by taking risk, by being in crypto, by uh gold is not going to make you rich. I mean, it's a stay rich, uh mechanism. And so, uh yeah, then it makes perfect sense. Uh you when you're rich, you want to diversify. Okay? You don't you don't want to risk. You want to diversify. Want to diversify so nothing happens to your money because your money can print 5% per year just in treasuries.

45:31 Like people ask me Ivan um how you pay for private J you know I didn't pay for it but you know Scott Besson paid for it Donald Trump paid for it just from treasuries you get 5% per year and the US is the best creditor u how you say citor dep like there's no one else you give money to basically that than the US uh for this uh debt okay is it risk free know that's why you have diversified you have stocks B you know once you become rich guys you have you have to ensure you don't lose it in bulmania we focus a lot on that

46:10 a lot a lot a lot a lot because we also hear so many stories when people want to join bulmania some of them say oh when I lost like 100k 300k 500 why if if you were part of bulmania we would tell you so yeah you if you get rich stay rich gold is part of that very important Uh, I haven't seen the Kaspa stuff. Please say Ada will pump like crazy. Give Ada your B.

46:47 There is no blessing. There is no blessing. Yo, Kaspa guy like someone asked about Kaspa all every stream. It's cool. Cool it. Cool it. It's bare trend. There's nothing to say. If it's bull trend, we're gonna speak. If bare trend, don't ask about it every stream. There is some guy. What about Casper? We literally said like in the last three streams, it's freaking bare trend.

47:06 Don't worry too much. Whatever tech you have, Casper chat, get out of here. No one cares. No one cares about Casper. No one cares. It's bare trend. Okay, it's bare trend. When it's bull trend, we're going to speak about your your cute tech, little tech you have. No one cares about tech. It needs to be uh it needs to be I mean, you don't exist. So, thanks.

47:29 Thanks. Thanks. But you need the money more. Like in bare trend, guys. You need the money more. Okay? You need the money more. You're in bare trend trying to pump your coin here on our live stream day after day, day after day, day after day. If you would join Bullmania, we would tell you to sell that crap when it turned bearish. But no, now you're stuck.

47:47 You're stuck holding the crap. Holding the crap. Holding the crap. Oh, yo. Yo. From the peak. Let me see. Kaspa how much it lost from the peak 86%. So now you're forced here to chill it and Ivan please mention please mention please what do you think about Ivan please mention please why why you don't mention why I don't mention there are a few communities like that another one is the pulsing Ivan please mention please mention us please please please mention us Ivan why you don't mention Ivan oh they they want attention

48:22 they're in need as hell they want every day Ivan please mention guys go bull trend, we we talk. Okay, we talk. If you don't bull trend, keep the money. Keep the money. Keep the money yourself. You need it. I don't need you. You You need it. And most importantly, sign up for the newsletter because as soon as Bulmania opens up, you guys need to be in there.

48:48 Otherwise, you're going to be slaving away this shilling trying to get your back to back back to zero. It's up so so so it's down so much. you know, for you to get back to zero, you need, you know, you're down 85% on Kaspa. Just to get back, you need like what is it? 7x or something more than 7x. I mean, this could make your whole bull market. You know, some people they they make life-changing gains by just compounding bull market after bull market with five sevenx because if you compound bull market, you keep the

49:15 gains, you don't have to have like 100x every time. 100x is very possible in bull market. But I'm just telling you that if you are able to compound, you don't need like crazy returns each and every cycle. You can have you know seven eight eggs fantastic. Then you keep it and next time you do another so two cycles you have your 100x just by using the brain a bit just by listening and acting joining Bulmania joining the newsletter.

49:41 You see I mean that's it. That's it. That's it. That's it. That's it. That's it. That's it. But no no no you have your own. You know better. And then you beg and beg and beg and beg and beg. Ian, please mention, please, please, please, please, please. Crazy, man. Crazy crazy crazy. Big shout. Big shout. I mean, you donated. So, no. Big shout out. Maybe I'll take your five euro.

50:04 How I Maybe I'm going to buy Kaspa. So, I give you a bit of buy pressure. But, you know, it's going to dump anyway. It's a better trend. This won't help. It won't help. Big shout out, guys. Big shout out. Big shout out. Fantastic. Can you bring Bit Boy to? Yeah, we we to release the Bit Boy. Where's Bit Boy? Um, thoughts on going into Robin Hood NFTTS.

50:41 O, interesting. I have actually no thoughts on that one. Uh because I'm not in NFTs right now. But I like I love the idea of NFTs if they just don't animate them. Don't animate NFTs. Is look I don't like how they look when I don't animate them. But let's see together. Let's see together. So uh what's happening here? Where is Robin Hood chain? Robin Hood chain.

51:06 What's happening? Pawns. Yeah. Yeah. Pawns guy. Okay. Oh wait, wait. Ah, see they changed a bit. So they showed tokens and NFTs. Very bad from OpenC. I don't like they should stick to NFTs because now they have both tokens and NFTs. They should fire their product person. Whoever makes product decisions should be fired. If someone from OpenC is watching, send this video to the CEO because he needs to fire the head of product because he messed up here.

51:34 See now I just OpenC for me is NFT. I will never buy a normal memecoin from open C. For that there is deck screen there. There is there is proper apps for that. Open C is NFT. Now they dilute. Now I have to like you know I have to ignore this because this is tokens. This is not NFCs. NFTs are here. But man I went here just to see the freaking NFT. But no you want to expand.

51:59 You want to expand your time so you people use your app more. So you mess up for your core audience like myself. And now it's a worse experience. So anyway, uh this is crap. This is feature collection. Okay, maybe this is very bad. OpenC very bad. Very very bad this design with coins. Very bad. And why are so NFTs are only here? Okay. Okay. Anyway, so uh pawns guy.

52:27 Let's see. Yeah, 200% with floor. Yeah. Listen guys, I don't focus on FC. It's a bit of outside of my competence currently. But you see here clearly if you bought this for $30. Ah, but they just you see here volume is 700 2,000. There is no volume here. What guys? Forget it. forget volume is $3,000. So you cannot make I mean for me to enter position I need you know 10 times more than this.

53:12 What you know I mean maybe if you do this you know kid kind of uh trading you you buy with $10 you you want to get back I mean see this there's there's nothing to do here with NFC there's nothing to do. So it's not time for NFT yet. That's why I'm not focusing on it. Maybe there will be time in the future but currently Okay. What is the stock miners?

53:33 Oh yeah, this is the I think this is this the No. Is this the stock broker thing? But but look at this 23k volume. There's nothing to do here. It's ridiculous. It's pathetic. There's nothing to do here. Okay, punks. So innovative. 22K, which is by the way probably an IP theft case here. Probably they're going to be in trouble with the real punks. And what what did they achieve?

54:04 They achieved 22k. Yeah. Stone broker. Stone. Yeah. So that that that's what I uh heard also. The stone broker ecosystem with everything is the let's see the stock broker what they have guys. They're same. Oh, you mean that Robin Hood punks is done by the same company? But it doesn't matter. It's still, you know, with this with this uh volume like what what should I do with this volume?

54:37 What should what what should I do with this? What should I do with this this volume? This there's no volume. There's no volume here. What What are you guys doing? 42K. Okay. You want to turn $500 into maybe $3,000? Maybe you can do it in this kind of uh but you know for for our uh uh ambition it's uh it's a bit uh too small. Yeah. But anyway, so total volume 6 million uh since for the past let's see here analytics.

55:11 Let's go to analytics volume 7day. Let's see 7-day volume here. 22k guys. I mean this this this is peanut. This is peanut in bull market is going to be totally different. Um and there is no NFT season now. Let's go Penguin. Let's see what else is happening. Pa penguin so cheap also. Holy crap. Paj penguin so cheap. So so cheap. But even they have no volume.

55:43 You see now there's no volume even pa penguin. How can I see day by day? Yeah, guys, there there is no NFT season now. There's no NFC season. Don't don't worry too much about it. There is no NFT season now. This is more for people who are really like into this stuff. Uh but for us who make money, you know, we make money in AI stocks, we make money in uh crypto.

56:22 We wrote the AI bubble with scientis and everything. We're rotating back into crypto. You know, we have we have the I mean our mindset, you know, it's this big, you know, we we're here to catch the next wave. You if you want volatility, you go go below where it says exchanges I use. Sign up on buy bit on all of these leverage exchanges. You can get volatility even in big assets where you can have proper uh uh proper volume, proper entry, proper liquidity, this and that.

56:48 You set stop loss with this NFT stuff. It's more for fun. I mean, if you think these things are fun, good, good. Don't expect to make money with them. It's uh this is not the way to to to make money, okay? It's not. Not Not now, at least. Not now, at least. So guys, that's it. Thank you very much. We are soon at 1 hour. Another fantastic stream together with you guys and together with Dab.

57:14 Dab is here with us and together in a way with small peep who made the fantastic fantastic uh animations. Well, we have a few. We have small pee did this one. Then Brala who is another one. He did this one. He this one. There's something with this McDonald's team. I don't know guys. Maybe it's you know when you're a kid you're at McDonald. There's something like there's something with it.

57:35 I like watching this you know stuff. One perfect batch is luck. Bitcoin didn't prove itself with one block. It earned trust block after block roughly every 10 minutes since 2009. Consistency isn't luck, it's a system. Bull mania clear. I don't know what it is, guys. I don't know what it is. Let me know if you feel the same. Like there is something with this, you know, McDonald's.

58:06 It's like nice to mesmerizing to watch. I don't know what it is. Maybe it's just me. Maybe it's just me. Where is Brinko? Maybe there some psychological. They're really good at brainwashing kids. McDonald's. They're really good at brain brainwashing kids. Anyways, thank you very much. Let's release the Bit Boy and then we're out of here. We're going to release Bit Boy one more time.

58:31 One more time. Bit boy, get up. The super cycle needs its OGs. I'm rebuilding the timeline. Try to stay out this time, guys. The prisoner of Rectaban. Rectaban. You know it. It's the prisoner of We're releasing all the prisoners of Rectaban. They're all stuck and we're releasing. Guys, thank you very much. Smash up the like. First link of description for newsletter. Very important. See you all very soon. And goodbye guys. Goodbye. Goodbye.