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00:00 soon as possible. Oh yes. Oh yes. Oh yes. Oh yes. Guys, welcome to another episode. And as you can see right now, Bitcoin is still at around the 200 week moving average. We're going up, we're going down slightly here, but basically the situation is the same. But guys, but in this industry, we do have big news happening. First and foremost, you have to respect the trend.
00:18 Since the beginning of the year, most cryptos have been obliterated. Fully, fully, fully obliterated. Many people said, "We have the bottom. We have the bottom. And we said there is no bottom. There is no bottom. As you can see, a lot of cryptos have been obliterated. Now, during the last month or so, here is where we start saying that it's time to prepare for the bottom because number one, the time parameter, we're soon a year into this bare market.
00:44 In October is going to be a year and just two months left. I mean, time flies. Time flies. We have August, we have September, and bam, it's October. So, time flies. One year normally is the length of the bare market. But also you have a lot of signals coming from the industry with businesses collapsing. Now on a personal level of course business collapsing is not great but normally on an industry level it is good.
01:07 When you have a business collapse normally it is quite good because a lot of these businesses you know bit more this exchange collapse other exchange collapse they're not sustainable. There are allegations that they are traing against their clients and so on and so forth. So unsustain unsustainable businesses have to die so that new businesses can establish themselves.
01:27 New protocols can be built. Maybe it's time to go to DEX. I mean that's another question. All of these centralized exchanges that barely work that have all kinds of problems with regulation. Maybe it's time maybe it's time for us to go to DEX. I mean just as an example where a lot of this small mediumsiz central exchange is shutting down. Okay, it's a signal.
01:45 It's a signal. They cannot get regulated. Instead we have hyperlquid decks growing a lot. And normally when you have businesses shutting down, it is good. It is good. And now we have many of them. When you look at all of these different uh random projects uh it's many of them uh big centralized exchanges or well-known like BitMart and Bitmax. It's one thing, but then you don't forget all of the other graveyard of projects that are collapsing.
02:10 So many people think it's bad, but I think it's good because this is when we bottom. FTX was the bottom uh when it collapsed in in the last cycle and all of these different small exchanges, small projects. It's good. It's good. It's good. Let unsustainable stuff die off and we have better uh better business ahead, better project ahead, yada yada. You get the point.
02:33 It's capitalism capitalism 101. Now look here at Bitcoin saying don't buy Bitcoin. Maybe it will get $500 cheaper. Just ignore the risk risk that it could go up 100% in a single week. Well, number one, relax. It's not going to go 100% in a single week. But overall, overall, I agree with the sentiment that it is very important to DCA slowly here inside the buy zone.
02:58 It's is very, very smart in this green nice juicy buy zone is very, very good. Is it going to 100% relax? I mean, this bulls, man, this bulls. So, this I'm also a bull now. I'm also a bull. But the retardio bulls who've been bullish since 120, now they're bullish. I mean we we're kind of getting on the same page now because we are becoming bullish as well as you know but at the same time you know relax 100% relax take your pill relax I mean if you know how markets work normally it takes time to bottom it takes time to
03:26 bottom I don't expect the bottom to be fast I mean many people are saying Ivan so you said last week is close to a bottom this week is still close so how close is it is it you know this close or you know why because it was close a week ago I said also 3 weeks ago is close so is it this close or that close where is it if If you look at the scale of the bear where we've come from on this scale is close on this scale is close.
03:48 I mean likely within the coming months likely within the coming months one two months we have bottom likely. Likely is it guaranteed? There's no guarantee. There's no money back guarantee. He say it's the market is the market. You still need to have a stronger chart for us to be 100% that the bottom is in because the chart is still weak. It's lower high lower high.
04:05 It's a bare trend. But somewhere here within the coming months we're going to have a nice fantastic bottom. You don't have to be [Β __Β ] or bull to to to play this correctly. You have to be pragmatic. You have to be pragmatic. You have to see what the chart tells you. The chart currently is weak, but time parameter is very important soon a year. So that's why we are turning more and more bullish.
04:23 Look here. The most important skill you need to learn in crypto is know is to know when to stop. This guy, this guy is down to $200,000. He had like $50 million back in um October. Okay. This is the kind of thing that happens when you don't have mechanical rules. You don't understand the trends. You believe stories. You believe stories. Maybe someone told you a story about the coin you hold.
04:47 How it's going to be so great. How it's going to go so high. How it's going to go very very high. [laughter] How it's going to change finance or something. I don't know how it is. The only true decentralized the chain or whatever. [laughter] And what happens? Very very simply, you lose 90 plus% of your value of your net worth. In this case, the guy lost even more.
05:08 It It happens a lot. Happens a lot. Some of it is visible just like it is here. Some of it is invisible because most people they just become quiet. They don't share the loss. They don't share the loss. Instead, it is a bit shameful for them, which I understand. But there is no shame. I mean, if you have lost one time, there is no shame. If you keep losing, cycle in, cycle out, then it's big shame.
05:28 It's big. I mean, listen, one time is enough. You don't have to lose many times. You don't have to lose many times. So, that's the bullmania approach. does the mechanical rules to protect you from playing the game when you already have won. This guy, he already won. I mean, he already won. He had 50 million. You won the game here. You won the bull market.
05:45 You don't have to risk more. 50 million, man. If you put it in the trady boring diversified assets, it's going to give you 3 to 5 million per year. Just passive, passive, passive, passive. Buy a bit of treasury, buy a bit of S&P, buy a bit of NASDAQ between uh, you know, five you can get 5 million per year. Passive, passive, man. passive. But no, you got to risk it more.
06:06 You got to play it more. You got to take more. Get out of here. Get [laughter] out of here. It's crazy, guys. It's crazy. So, just like you remember in the 20 in the 20 uh 20 bare market, I mean that that cycle that when did it start? Let me check the chart. I clearly told you that it's time to be riskoff because the game is won. It wasn't this uh Yeah, it was 2021 exactly here.
06:29 We said the the the situation is such that the game is won. It's time to be riskoff. Boop. Went down a lot. The same thing, by the way, we said in October, the game is won. Bull market is won. Time to be risk off. Boop. And now it's a bit similar where we have avoided 90 plus% losses. Many bears, they are super bearish. And listen, we could still go to 50.
06:49 We can still go to 45. All of this is possible. We have the buy zone here. But overall, it's important to stop when you won. Okay? It's important to stop when you won. And actually, this lesson I learned when I was a kid. I was a kid, maybe I was like six years old or something. We were in a resort. It was I actually went with my grandma. My grandma and I we went to a resort for the summer.
07:11 He took me to to the sea and uh there in this resort there was a gambling machine like a slot machine. You put in the money and you know it it tells you like fruit or something. You need to get three raspberries or three peach or like you know normal slot normal slot. finish that. And um you know uh I heard all the time, you know, gambling is bad. Be careful gambling, all of that.
07:36 [gasps] But that time I actually got to experience it because I put in a coin. So I got a coin. I got a coin. I put in a coin and for some random reason I actually won. I got 1.5 back or something. What happened? Of course, I put it back again and I lose everything instantly. And that was a very teachable moment. My grandma told me, "You should you should have stopped.
08:00 I mean why why you do it just like I'm telling you guys you know why you do it why you should have stopped October you should have stopped you should have stopped now I'm very thankful that for me it was maybe you know I don't know it was actually in Ukraine back then we went to Black Sea Ukraine now uh that place is no no longer it's contested territory so to speak it was Gna yeah it was Gria I don't know how how much it was but it was very little many people you know they do mistake with 50 million now however much
08:28 you lost Now in in uh crypto remember it could have been could have been worse if you lost some money in October here. See it as a teachable m moment. See it as a teachable moment. See it as a teachable moment where could have been worse man. [laughter] This guy lost 50. Okay 50 million. Could have been worse. So see it as a teachable moment to learn properly for the next bull.
08:53 Go to bullme.com. Scroll down here. watch the free training and sign up for the wait list to join Bulmania. Uh as soon as we release the spots, they they run out so quickly, but we release them now and then. So do that very very quickly. So you get all the tools, you get access to our education and so on so forth. And on this note, I also want to welcome everyone who is watching live.
09:13 Big shout out to Dab who is timepping us today. Uh smash up the like, subscribe if you haven't yet. And this week, guys, we have a juicy week. We have a juicy week. There's a lot. There's a lot. number one. Um, tomorrow, let's see, is it today? It should be tomorrow. Should be tomorrow. 28th. 28th is, I guess. Yeah, 28th is tomorrow. It's tomorrow. You have um uh ironwood coming out for Zcash where you have the full formal verification in place so that mathematically you know that Zcash confidential transactions this
09:49 confidential mode in Zcash that no new coins can be minted in a way which is illegal according to the protocol. Okay, this is very important. Uh next you have FOMC. Next you have um all kinds of earnings. You see Boeing, Coca-Cola, UPS, Visa. This is going to have a big impact on on the markets. Then you have the OMC decision on Wednesday. Then you have Meta and Microsoft earnings.
10:13 Then you have Apple and Amazon earnings. Coinbase and strategy earnings. Some people call it tragedy micro strategy. Micro tragedy. Let's see what's going to happen there. Maybe they have big fat earning. Maybe they can surprise surprise us and lot of other things. So expect volatility this week. We could see volatility in the market both to the upside to the downside.
10:38 Let's see if we can break any kind of significant levels. But uh newswise is going to be a lot. And as you know, one of the biggest news we're waiting for is the Claracy Act. It is the Clarity Act. So many people are excited about the Clarity Act. Will it be put in place? Will we finally have this Clarity Act that clarifies how to build crypto in the US?
10:57 uh basically clarifies that for example it is legal fully legal to do a non-custodial wallet and you're not being some kind of uh um some kind of money transmitter or anything else that needs heavy regulation so Claris act is very important but Democrats don't like Trump they don't like Trump uh they don't want to pass the clarity act they are saying that his own crypto ventures are the biggest obstacle to passing the clarity act you have Goldman man, you have Charles Schwab, all of the bankers now coming out actually
11:30 supporting the Clarity Act. But the Democrats, they don't like, for example, that Donald Trump has earned more in his first two years back in office [laughter] than during the previous 60 years of his life. Okay, very important. Despite that, Trump told CNBC, "I gave up my my salary. I don't take a salary. I'm the first president to do so." He added he also added that the serving as president is about a bigger purpose.
11:58 Fantastic. Fantastic. Fantastic. Yeah. I mean I think he made two billion or so from the memes and before presency I think he was worth maybe three billion or something like that. So just the memes made more than most of his career. Okay. Most of his real estate. What what he was doing there? Who the hell knows? But memecoin was better to do. Okay. This is then you know you're in correct industry guys.
12:22 I mean we are in the correct industry. Instead of building building big building a lot of stuff, a lot of headache stuff, regulation, you need to make deals. You need to get approval, zoning rights, freaking renters complaining. Ah, get out of here. Just do a meme. [laughter] But the Democrats, they don't like it. They don't like this. They are maybe a bit envious.
12:47 Maybe something some other concern they have with um potential corruption. I mean, let's see what's going to happen here. But they don't want the Clarity Act to be passed. Very important. Uh all in all, it's going to pass at some point. I mean, crypto is here. Whether it's going to be this time or next time is going to get passed at some point. Okay.
13:07 Now, Brian Arsham has come out and said, "If you're in crypto, pivot to AI, this quote is not that smart." I used to hear versions of this and it's the wrong way to think about the world. It is zero sum scarcity thinking. the fact that let's say you're in crypto, crypto goes down, you go to AI. Crypto is a general purpose technology. It's infrastructure.
13:25 The same way electricity or the internet is infrastructure. It doesn't compete with the next big thing. Just like the internet does not compete with AI as an industry, the same thing is with crypto because it underpins it. It's an and not an or. I think that's very very true. I mean AIs, they're going to need cryptos. They're not going to transact using HSBC or [sighs and gasps] or Wells Fargo or whatever you have.
13:51 It's going to be crypto. Open an account, bam, bam, bam, transact. Now, the [clears throat] question is about the timeline. Okay, he's saying a agents will need their own financial infrastructure. I mean, here the question is about the timeline because currently the way a agents work is just automating what you have already. So, you can give it access to your stripe.
14:08 could give access to all kinds of you know platforms that you own and it just acts on your behalf to do things to automate a bit but it's still very basic and the question is when we're going to reach this point where AI agents are independent you know they're independent they have their own shopping they have their own shopping list they have their own desires they go and do stuff on their own with the stable coin that that's a big big question and that's that can still take 10 15 years until that's the that's the
14:34 reality so yes I mean long term long term crypto is perfect for AI. Shortterm AI is used. Basically, you connect a bit of accounts and still, you know, AI cannot even properly do a Google sheet in freaking Google Drive. I ask a lot, hey, can you do the freaking Google sheet? We work here. Add stuff to Google sheet. Oh, no. I cannot add stuff to Google sheet.
14:54 I can create a new Google sheet. I cannot edit an existing Google sheet. Like, what are you speaking about? Wh why why then? Okay, I have to use Gemini to edit Google sheet. But it's also dumb. Like there's no guys maybe maybe I'm using it incorrectly but I I I need AI to just work in Google sheet edit row add row like be my helper in Google sheet man cannot do it he says I can do a new Google sheet but I cannot edit existing what is this and Gemini maybe Gemini can do it but it's also not super good I haven't had this
15:27 nice wow experience that you just do it and it and it works um so we are at this stage where even you know Google sheet it can can barely do for you in a nice way. So when a agent is going to do their own payments and all of that, man, I think it's a bit far away. Uh so maybe the next bull market, not this one, maybe the next. Who the hell knows? Agents will need to hold funds and pay for things on their own.
15:50 Really? I don't think so. Not now. Not now. Maybe in 10 years, maybe. Yes. I mean, who the hell knows? We pioneered this with X 402 protocol base and USDC, which now power the vast majority. I mean, maybe maybe it's going to happen at some point, but you know, for now, the freaking AI agents can barely do Google [Β __Β ] man. Can barely do Google [Β __Β ] It says I can do Excel.
16:11 Okay, so I need to redownload the Excel all the time. It's very bad. It's very bad. So, at some point, it's true. Now, the coming bull market as a narrative is true. I mean, that's the only thing that matters, by the way. So, ignore all the fundamentals. As a narrative, it works. Player is buying, institutions are buying. It's actually good enough. It does guys it doesn't matter that AI can barely do Google sheet.
16:34 It doesn't matter why because markets are forwardlooking. If people think they're going to pay on their own good. So maybe it's going to be even this bull market. Maybe I'm uh bit too bearish here. Maybe I'm a bit too bearish because as you know fundamentals it's secondary. You just need the playback to buy institution to buy. Even in thinks it's going to be freaking aentic aent aentic payment.
16:59 Let's go. Let's go guys. Let's blow up the valuation in crypto because it's going to be used by AI. AI is going to be big. It's going to be used by AI. But also, we have to be a bit careful not to marry ourselves to AI a lot because there are many issues with AI. AI went from this super interesting industry to now being very shaky. There are many question marks how this AI stock market rally is even going to continue, if it will continue.
17:26 So, crypto actually want to be disconnected from AI. I mean, crypto is crypto. AI, you do your own stuff. Pump and dumps, whatever you do. [laughter] We love We love AI. We love AI. We ride the AI wave. But, uh, when AI goes down, we expect crypto to rally. Okay? We expect crypto to rally. Very important. Look here. Shamath not super bullish on this AI stuff.
17:50 Listen to this. >> Here should be the important observation. These models are getting commoditized much faster than anybody thought. And how do we know this? Because there is no meaningful sustained advantage once a model publishes their performance criteria. What you see is literally within weeks other models, some open, some closed, some open weight, who are able to match and in some cases exceed the performance.
18:20 So I think what's happening here is a handful of American companies have realized whoa this value that we are seeing today may not be sustainable in a 5 and 10 year period and when you go and present a business model to Wall Street you need to have that certainty otherwise it impacts your valuation and so I think a lot of what's happening right now Jason is a valuation preservation game by the closed frontier labs because if you actually understood how commoditized these things are becoming and the velocity at which
18:52 it's happening. You see that the real business model is not in the foundational model anymore. It's at the application layer above and it's in the infrastructure below whether that's the cloud or whether that's chips. And so I think in the absence of regulatory intervention and in the absence of the United States government stepping in to put their thumb on the scale, what will happen is that as people learn about how value is changing, they're going to put more value in the application layer and more value in the
19:25 infrastructure layer. That is bad for closed frontier labs, especially when they're mispriced 25 to 50x the open alternative. And so this is an attempt to stop a competitor. Yeah guys, very key very key. You will have such a rotation out of AI to ensure that the valuations make sense. Currently they don't. They're too high. I mean this claw open they're great.
19:47 They're great but val is too crazy. It's too crazy. They're going to come down to earth. They're going to come down to earth. Chinese are doing copies open source. They work better. They work even better because they're not woke. They're not lobbomized. And if you are woke you're also welcome. We're apolitical. But there is a truth here that's that a lot of these a models you use now that you have to pay for a lot.
20:09 I mean including cloud I love cloud but I mean sometimes is trying to lecture me on stuff. I'm like man don't lecture me on stuff. Don't lecture me. Just do your freaking job. Now the Chinese open source there are some questions you can also not ask it about China about some political stuff there. You can also not ask it but overall just less lecturing.
20:30 It's less lecturing. Yes. If you ask about some certain square, it's not going to tell you. It's not going to tell you, but there's less lecturing. There's less lecturing. So, which one is the best? You probably will have to use both of them. Just like this um um face, what's what was face hugging face hugging face like the the hugging face company that had to use Chinese model to fix the issue that open AI model did where it's escaped the confinement or whatever it did.
20:58 That's very important. So coming back to this week, coming back to Clar here, I can't help but laugh at the irony. Trump elected as the crypto president. Trump pulls in 1.4 billion in crypto profits in 2025 from grift [laughter] scams, potential bribes. Crypto legislature gets to the one yard line in the Senate. Dems are so pissed at how egregious the Trump give scams bribes are.
21:27 They want uh they want real teeth in ethics provision of the bill. Trump refuses only agrees to super light ethics. Bill can't pass. Crypto legislature dies on the floor. Yeah, it is what it is. At the same time before we add Gensler and Camala and what would have happened with Gensler and Camala? So there is no perfect world. There is a bit of meh.
21:48 Okay, we get a bit of meh. Yes, we don't have Gensler, so it's not super bad, but many problems nonetheless. many problems nonetheless due to the situation with the net worth of the president and how it has skyrocketed due to the crypto stuff. So that's that guys. Uh let's see here about near because near as know it did have a bit of a pump and dump.
22:13 Um the reason why I'm saying pump and dump is because it was a pump and now it dumped. Can it continue? Potentially. But there are significant technical developments being done. A I know a lot of you guys are using the confidential intents. You're bridging across different chains using near in a private manner because you can literally go from any asset into Zcash via near via near and that's that's big.
22:42 I mean that's very very big. So let's see on a tech level on validation level what's going to happen with near here in the coming future. >> I think they have a good amount of things to iron out. So, it's a very high-risisk play because it depends on them actually ironing those things out. But if you look at crypto as a whole, it is one of the only things that stands out to me for how undervalued it is compared to the things above it.
23:06 Now, you might also say the things above it are overvalued. Okay, sure. But like you really you only have so many tools as an investor, right? And so that's why that's where the risk is. But if I look at crypto today, what are the things that are actually used? Okay, Salana, Ethereum, Bitcoin, Zcash to an extent. It's still getting there. Hyperlquid obviously and then the other one is near, right?
23:38 And they're in my view, they're kind of just getting started. And so I don't know how it'll play out. Um, >> so the first thing he said is that when you look at what's actually used in crypto, it's Solana, Zcash, Happy Liquid, and Near. So that's the first thing. >> I don't have like a huge position or anything like this, but it is hard to see how some a project with that many things going for it in terms of team and direction and the fundamentals, right?
24:07 What did I mention? I mentioned physics and incentives. Well, they have both of those. So now it's about can they attract builders to help them solve the soluble problems? Teams like Helas for example. We're not we're not on it in case totally is watching. Um but like can they get these other teams to come and build businesses on top of it? And I think that's a very doable job then.
24:38 >> Yeah. So with near guys all that is great but bad trend. So watch out. Should Bitcoin go to 50K, 40K, this thing is going to come right back here to $1. Okay, be very very careful. Now, will we resume the bull? Should we resume the bull? Fantastic. We're going to be super bullish. If Bitcoin goes into bull trend, a lot of these coins, Zcash, near Hype, man, they're going to be generational opportunities.
25:00 Hype is still bullish, by the way. But you're still working against the wind here. While Bitcoin is bearish on the money line, all of these different coins, they're working against the wind. So, could you make money if they have a bull trend and Bitcoin has a bare trend? Of course. I mean, near here, pumped from uh this to to this Zcash had fantastic run here late 2025, then a bit of a run here, now stalling out.
25:27 Be careful. Hype still. Yes. But it's all about the riskreward. Is this the best riskreward or can you make money in the stock market? can you buy AI stocks and so on so forth. So generally AI stocks have been way better than trying to find like this three to five coins that do okay in general as an industry AI stocks US stock market has been easier to play in this bare market than uh crypto you know because there like five coins that have done okay okay not super well just okay okay [laughter] not super well not super
26:00 well I mean super well you look at SanDisk 30x you look at a lot of these other companies that have done insanely well in the AI space. Uh that's super well. Uh and here just during the last few few months, you also have all kinds of them doing uh doing okay. Many of them now go bare trend. So many of them have already fallen from the bull trend into bare trend.
26:24 The remaining ones still doing okay. And you have freaking Dell since four months ago up 200%. Okay, it's freaking Dell. It's Dell. So again, think about riskreward. Always when you buy something, it's all about riskreward. Freaking Dell has down 200%. And you of course compare riskreward versus all of this other crap we have in crypto [laughter] versus aster versus sui and so forth.
26:53 You understand the riskreward here? That's why in the bull mania in the money scanner we're 360 we have all of the asset classes because if you have to choose do I buy you know boomer tech stock that moons to the sky or do I buy you know aster or what what other pump and dump in crypto that does not moon nearly as close you understand that it's the equation is for guys in your brain if you make decision to buy crypto pump and dumps which may be going to be okay maybe they be break even.
27:23 I mean, that's the the question in in the bear. Potentially, they're going to be break even because whatever pump they have is going to be short-term. Likely, they're going to come back very very fast. And then you have boomer ass stocks that are now relevant in AI doing hundreds of percent. You understand? Will says I buy Cardano. Exactly. [laughter] [gasps] So, that's that's the situation.
27:44 That's how you play bare market. But the good thing is we're coming out of the bare market. We're coming into bull where crypto is going to run circles. Absolutely. absolutely run circles around the Boomer socks. Okay, but you have to respect the Boomer sock. You have to respect the Boomer stock. It's been the better choice during the last six months and we've been playing that and it's been very nice.
28:02 I I mean I respect the Boomer. Freaking Dell fantastic. Um SanDisk Star Tx during the last two years. It's crazy. It's crazy. Now people are asking also I I've been hearing Near is undervalued for years. Is anyone actually working on getting the market to value its fully? And Ilia who is the founder of near big shout out is saying revenue buying back the token and keeping it for token holders.
28:25 I have some ref share. Let's see Apple no AI strategy not competing in AI going to alltime high man. Apple very good. This is an example of rotation out of risky AI into something more or less understood which everyone agrees is very good and that's freaking Apple man. Apple when bull trend here boop alltime high very very very nice man Apple very nice there is a big question mark with all AI guys big question mark Apple no AI their series is so retardio like it's the most bullish thing about Apple is how bad Siri is
29:05 maybe it's good now by the way maybe they added the AI now I don't use Siri so I have no clue last time I tried it it was [Β __Β ] but that's bullish that's bullish it means that they're not exposed to the AI bubble and people going to buy the new iPhone anyway they're going to buy it anyway. So, very very nice. Will they will they do some AI? I mean, I'm sure they have some AI, but in comparison to Google, Meta, you know, the proper AI strategies, Apple has no AI has no AI.
29:32 They, you know, tiny. They have some small thing. In comparison to all the hundreds of billions, trillions dollars Google is turning on fire to do AI. Apple, man, they have a few guys that are doing some AI. Some guys are doing something probably, maybe not. >> [laughter] >> They don't have any risk which is very important. So yeah, there we go. Next, next, next.
29:55 Cardano, guys. Cardano, what's happening? But Cardano co-founder saying Bitcoin could lose the number one spot if it can't adapt to quantum computing. Now, one thing I can tell you for sure is that Cardano is not going to take that spot. Okay, relax, relax. [gasps and laughter] Cardano is not taking that spot anyway. Okay, so you you guys can relax.
30:13 But uh it's true. True. I mean, it needs to be quantum safe. I'm speaking about quantum all the time, but yeah, he's saying that Cardano is like anthropic that it's kind of going to come out of the from behind and the leap ahead. I can tell you for sure ADA is not going to be Bitcoin. Okay, I can tell you for sure. I can tell you for sure. Very important.
30:34 ADA now is barely top 20. Uh let's see if they can if they can be top 20. But it's uh yeah it's I I can guys one thing I tell I can't tell for sure Ada is not going to be take Bitcoin's place [laughter] for sure for sure but it's true I also agree with him that we need to fix quantum I mean I'm the biggest quantum uh uh proponent here that Bitcoin needs to be quantum safe we don't need to debate beep 110 this and that it needs to be quantum safe that's number one uh but yeah man this Cardano guys they always like
31:06 insert themselves as a you know a solution but there Yeah. And and then it's crickets. It's all almost tragic. It's almost tragic. Why it is like that, guys? White it is like that. It's almost tragic. Sometimes I'm I feel bad for other holders. I feel bad. It's almost tragic. You know, you look at Charles. He's like, "But guys, we have quantum. Look at us.
31:26 We have quantum. We have quantum. We have quantum. Bitcoin could lose its spot, but we have quantum." And then no one cares. It's crazy, man. This industry, it's uh it's crazy, man. It's great. It's [laughter] Oh, yeah. Yeah. Yeah. Yeah. It is what it is. It is what it is. Guys, let's go to Q&A. Questions, answers, debates. Before we go to Q&A, I actually have a very nice video for you from the Bull Mania from the Bullmania member Daniel.
31:57 He is he is an Emmy awardwinning documentary maker. Fantastic. Fantastic. So, I will take a bit more coffee. You guys uh think about questions and we watch Daniel. Daniel, fantastic. Let's watch this. >> 55% return in just under five. >> Oh, whoa, whoa, whoa, whoa, whoa, whoa, whoa, whoa, wait, wait, wait. 1x. 1x. From the beginning. From the beginning.
32:19 From the beginning. Let's go. A >> 55% return [music] in just under five weeks. I just made about $6,000. My biggest problem definitely was knowing when to sell. The trend is changing. It's time to take your profits. So, now I approach stocks and crypto the same way, with less emotion. Hey guys, I'm Daniel. Uh, I'm an Emmy-winning documentary film producer, and before joining uh, Bull Mania last fall, I had only traded crypto.
32:45 Uh, my biggest problem definitely was knowing when to sell. I could get into profit, but then I'd hold everything uh, way too long and ride it all the way back down again. Last October was really the first time that I have had the tools and a process that told me the trend is changing. It's time to take your profits. Uh I didn't catch the exact top, but I sold a lot near the highs and that gave me the dry powder to try the same process with traditional stocks.
33:16 uh using the money line, the money scanner, Jason's daily videos, and the mechanical rules, I just made about $6,000 on MU, AMD, ALAB, and Cisco. And that's about a 55% return in just under five weeks. So now I approach stocks in crypto the same way with less emotion. Uh, and I've also rebuilt one full Bitcoin around the $60,000 level with more buys staged lower uh or after a confirmed weekly bull flip.
33:47 What I value the most is having one repeatable system. My advice to new members, learn the mechanical rules and actually follow them. Wow. Guys, listen. Here's a guy, Emmy award-winning documentary maker. Have you guys seen that? I've never se I never seen anything like this. Big shout to Daniel. Let me let me just hear it again where he says that he's Emmy award.
34:15 >> I'm Daniel. Uh I'm an Emmy winning documentary producer and before joining >> There you go, guys. There you go. I can see has a a bit of a cinematic picture here. Nice background. Nice background. Fantastic. Anyway, big shout out to Daniel to Daniel. Big big shout to Daniel. And on this note, we go to Q&A. Let's go, guys. Let's go, guys. Man, Bulmania going Hollywood.
34:38 Basically, we're going to Hollywood. That what happens, man. This this also the power of crypto community. Isn't it crazy? [snorts] We have Emmy award winning documentary makers following ankle rules. Fantastic. Fantastic. [gasps] Bish to Daniel. Let's go, guys. Q&A. Q&A. Q&A. Crypto creators can be wrong constantly. It just have to be constantly wrong.
35:16 It's true. It's true, guys. Most crypto guys you follow, I mean, big shout out to everyone doing crypto content. But it is fully true that that's why most people get wrecked. This is why if you watch this channel, you know that we actually very humble. We're very humble. I tell you all the time, I don't know what's going to happen, but I know if trend is bare, we're bare, man.
35:34 We're bare. We have mechanical rules. We have our system. We're just humble observers of the market. If you have any influencer telling you something confidently because he made it up or she because he's has some kind of reason and uh more or less it's a prediction. You're going to lose a lot. You're going to lose a lot. There was a famous DJ Actually, I don't know if he's famous.
36:02 Probably he's not very famous. He was telling very confidently in October that we're going to go up, we're going to go up. And then when we start to go down, the DJ who somehow also became crypto influencer. I I don't understand how how that happens. I mean, you know, for me it was more more or less natural. I'm a computer scientist. I'm interested in tech.
36:23 I enter crypto. I don't know how you go from DJ. But anyway, this DJ said when we start to go down in prices he said it's winter mute manipulating it's Binance manipulating manipulation manipulation like man what do you speak about he was so confident man he was so confident so this dig I don't think he's that I mean I you know it's not you know this van buran how you say van I don't know it's not it's not kind of level it's yeah I never heard about him before but so that's an example where you know in crypto that's
36:56 also the the the the the back hand the backside how to say the the negative side the next negative side of content where anyone can just start being expert in in things they're not expert they're not expert I mean man if I start speaking about DJing don't listen to me man if I start speaking about the beats how to put in the beats you have to have accolades I mean you have to be properly um either through experience through education through track record.
37:27 You have to have track record. I mean it's very very very important. Okay. If I start you know making but even I man I have a one of the most famous songs in crypto. I mean to be fair I'm probably a better DJ than he is with Bitcoin will be pump great hits like Bitcoin will be pump great hits like 100K. Maybe I'm the freaking DJ also guys. Let me double check because we have a lot of views on on these songs to be fair.
37:55 Maybe I was maybe too humble here because we have we are probably the the best musicians in crypto. I mean to maybe I was a bit too humble. Maybe I need to take more credits here. Guys, this so-called DJ I don't think does he have 127k views on on YouTube for a song? I don't think so. We have here one. We have here another one. And also I have a few ones that are not even online.
38:23 Then this one, it was another one. It was another one. But actually, we are kind of famous DJ. We not only are we better at markets, we're also more famous DJ. I mean, not to be too I need a Grammy. Exactly. [laughter] I NEED A GRAMMY and an Emmy. Why? Where is my Emmy? Okay. [laughter] Oh my god, guys. I mean, we have a lot of songs. We have fundamentals, pumpamentals.
38:51 Wait, wait, wait, wait. This one is not even showing here. So ju yeah, just as a So actually pump even guys the pumpal song has 100k views. The pumpamental song has 100k views. Fundamentals, fundamentals, [music] fundamentals, fundamentals. But pump [music] but will always ensure initially pump initially. Initially pump initially initially pump initially pump initially.
39:24 [music] Fundamentals. Fundamentals. Fundamentals. Fundamental and [music] fundamentals. Famentals. Fundamentals. Fundamentals. Fundamentals. Funamentals. Fundamentals. [music] Funamentals. The best thing is there are 50% fundamentals. Nice. 50% fundamentals. 50% fundamentals. Perfect. 50% fundamentals. [music] But fundamentals are always decades behind the fundamentals.
39:51 Fundamentals. [music] Fundamentals. Fundamentals. It's all fundamentals. It's only funamentals. It's all funals. But fundamentally, it [music] does make sense. Fundamentals. Fundamentals. Fundamentals. Fundamentals fundamentals fundamentals fundamental and fundamentals [music] fundamentals fundamentals fundamentals fundamentals fundamentals fundamental guys.
40:17 Yeah, I I was too humble guys. We are very big DJ wise in terms of crypto. [snorts] I haven't seen anyone bigger than this. I actually haven't seen anyone bigger. But anyway, so to come back to your topic, yes, you have to be very careful who you listen to. Most content creators, big shout out to everyone. I listen, I love everyone, but they're going to get you wrecked.
40:33 They're going to get shreked. Just look at October. How did it go for you if you didn't listen to us? Uh yeah, exactly. So just I mean just fair. I'm just being fair. I'm just being fair. And also and also we have fantastic uh DJing. [laughter] We take both both prizes. Oh, maybe little bubble. But guys, guys, there is one guy who is always going to be better and that's that 1,000x guys.
41:00 I cannot beat him. No one can beat him. W 1,000x. He is the goat. No one can beat him. I mean this these songs, guys. I mean, no, no one can beat the songs. I only buy the top Bitcoin, please go. Okay, this is this is the No, it's like Michael Jackson, King of Pop. This is the king of pop of uh of uh crypto DJing. Let me actually listen to this one.
41:30 [singing] One more. Never [music] be a [singing] fool. But then be it co [music] break. [singing] I had to realize mist and bite. I only by [singing and music] the door for more and then we drop. Everyone else sees [music] the [singing] best traders in the world. Where will we go? Can you tell me, sir, please? Cuz I only [music] might be home. Oh, [singing] and then we never [music] stop.
42:22 Twitter can let [singing] it go. [music] Everyone else is the best trader in [singing] the world. Where will we [music] go? Can you I only buy the Wow. Yeah. Yeah. Guys, with this we cannot compete with this. It's uncompetable. I I I I we cannot compete with this. We cannot with this [singing and music] [music] >> [music] >> Guys, guys, with this man, we cannot compete.
43:13 We cannot compete. It's crazy. It's crazy. Oh, this is very good. This one is so good. >> Tell me what I should do. Should I buy back some of my coins? Should [singing] I should I buy back [music] over [singing] when we [music] came my wife left me my family? Should I die by back? We still like it over we [music] all know if I came my life [music] I love you all when we hit [music and singing] my wife let >> [laughter] >> Isn't that crazy that this was this was not the last bare market.
44:26 This was the market before that. This was after 2017, right? After 2017, it went down to like 3K. Exactly. Yeah, that that song was from that from like 2018, 2019 times. Holy crap. Time flies. [gasps] Time flies. Oh yeah. Shitcoins in Africa. Shitcoin in >> Bitcoin cryptocurrencies rallying and have rallied ever since. Is it really a store of value?
44:50 Uh cryptocurrencies are not even currencies. A joke. No goods or services price in Bitcoin or any other shitcoin. >> Oh no, no, it's not that. It's not that. >> It's not a store. >> Oh yeah. >> The price of Bitcoin has fallen, goes up 20% one day, collapses, and it's not a means of payment. It's not a store of value. The price of Bitcoin has fallen.
45:15 The [music] price of Bitcoin. >> Guys, this was long time ago. Do you remember this Norurel Rubini? Is that was his name is? I even forgot what was where has he gone? This guy is he okay? Big shout out to Norel. But man, it was already 10 years ago we had he his kind of time in the time in the sun. You guys remember Tony? Okay. And now the ultimate classic, guys.
45:37 The ultimate classic. Don't have I say we're going to go to 1K. >> Bitcoin, please go to moon. Stop going sideways now. [music] Don't say [music] Mr. No say we have a [music] bullish [music] [singing] size [music] 40,000. >> Let us go to the moon. Oh yeah, this one. This one. I love this one. [music] Why would anybody want to go and lose money? Short this space and make money that way.
46:33 [Β __Β ] coins day in day out. Shitcoin in India. Shitcoin in Africa. Shitcoins in Russia. Shitcoins. Shitcoin. Shitcoins in India. [music] In Africa. Shitcoins in Russia and Barus. In China. Are you guys [music] crazy? Are you guys nuts? Why do you need blockchain? Not even the US of Trump. It's all [Β __Β ] This system is the [music] most centralized system ever.
47:00 The [Β __Β ] boss brothers and other are you guys nuts. Shitcoin in India. [music] Shitcoin in Africa. Shitcoins in Russia. [Β __Β ] coins. Shitcoin. [music] [Β __Β ] coins in India. In Africa. Shitcoins in Russia and Bellarus. In China. Are you guys [music] crazy? Are you guys nuts? [Β __Β ] coins in India in Africa. Shitcoins in Russia. >> Crazy guys. Crazy guys.
47:27 Crazy guys. Gary Gensler Hers where is this is our song? I don't think it's published as as a standalone video which we by the way maybe should but also it's a bit old joke but uh do you guys remember that hackers and also this Ethereum is deflationary. Let me see if a man we didn't publish that one either. Yeah, we we we have a few more songs we can publish.
47:54 [laughter] [gasps] So anyway anyway guys, you have more questions or that's it. Let's go. Hers man, I need to find Let's see where where is David? Where is David? David. He had sent me like um where is this one? question. >> Oh, yeah. It's It was the stretch one. Oh, yeah. Here. Here's this one. Here's this one. Yeah. One second. One second. >> Do you guys remember this was when we still liked ETH before they messed up with all of the L2s?
48:25 This was when L2s actually burned ETH because they paid so much fee before they made the road map to cater to them too much. Okay, listen to this. >> Now, E is deflationary. [music] It goes down and gives yield. It goes down in supply but now also this thing gives you yield. If it's is deflationary, it [music] goes down and gives yield. It goes down in supply but now also this thing gives you yield.
48:51 [music] Those two things is like the gospel you want to hear. What the hell? Those two things [music] is like the gospel you want to hear. It's crazy. Now ETH is deflationary. [music] It goes down and gives yield. It goes down in supply. But now also this gives you you get the point. Yeah. But then they changed it. ETH is no longer deflationary. What happened to the ultrasound money?
49:14 I don't know. Something happened. Oh, what is this? What is this? >> A series of coin. Oh yeah. Also this one. CT Larson waiting for the good morning crew. >> It goes down. It goes down in the supply but now also this thing gives you deflationary. It goes down and gives you goes down in the [music] supply but now also this thing gives you healing. Those two things is like the gospel you want to hear.
49:50 What the hell? Those two things [music] is like the gospel you want to hear. It's crazy. Now Eve is deflationary. YouTube be sure to do the long-term bull perfect 50% [music] fundamental [music] fundamentals fundamentals [music] fundamentals fundamentals. >> Yeah, wait. Have you guys watched this 10 hours waiting for Good Morning Crypto? Some people are saying, "Ivan, you're late."
50:30 You're like, "Man, CT Larson has waited for 10 hours here for 10 hours just listening to the different uh songs." [laughter] Oh, yeah. [clears throat and cough] Ian, can you put these songs on Spotify? Yeah, exactly. Maybe we should uh How we do it? We need to sign Oh, Moon Moon just comment. Moon has Yo, Carl. Moon has actually songs on Spotify. So our songs we should also put on Spotify.
50:56 Is that easy to do? It's like you know login with Google upload song. Is that it? Upload picture. I want it fast. I don't want long process. It's and then it's instantly there on Spotify or how it works. I want easy easy. So uh yeah. Um maybe that's how we should do it. We should put it all on Spotify and uh uh use tune core 3 days max. Okay. Let me let me check.
51:22 Yes. Easy. Okay. Okay. Okay. Let let me write it down. Chunkor. Okay guys, soon soon we're going to be on [laughter] we're going to be on on Spotify also. But guys listen uh to end this live stream let's be positive thinking. I know the moon coral is also a lot about law of attraction and uh uh you know we need to attract something. We need to attract something big time and that is the 100k for bitcoin.
51:48 Can we attract 100k? I think if we collectively now think about that to attract 100k Bitcoin and listen to the song, it may come a bit faster, guys. So, yeah, let let's check let's check this together and uh sing with us out loud. 100k 100k 100k 100k [music] 100k 100 pump [music] the Bump [music] bump B. [music] [music] [music] 100. [music] This one [music] again.
53:15 [music] [music] >> [music] >> Bitcoin is going to the moon. As we say, it's going to the moon. [music] This one will be my [music] [music] [music] Okay guys, that's it. That's it. Big shout out to Dab. See you to
Bitcoin may be approaching a bottom, likely within the coming one to two months, but the bottom is not guaranteed and the chart remains weak.
As foundational AI models become commoditized, more value is expected to accrue to applications above them and infrastructure below them.
Bull Mania promotes free training, a wait list, education, tools, and access to released membership spots.
You have to be pragmatic. You have to see what the chart tells you.
The most important skill you need to learn in crypto is to know when to stop.
It is an and not an or.
Bitcoin remains in a weak bear trend, but a bottom is considered likely within the coming one to two months.
Zcash is discussed as an actively used asset with confidential transactions and a possible future opportunity.
Near has technical developments and confidential intents but is working against a weak trend.
Hyperliquid is described as a growing decentralized exchange and one of the used crypto projects.
Ethereum is listed among used crypto assets, while its former deflationary narrative is criticized.
Cardano is rejected as a likely replacement for Bitcoin despite discussion of quantum safety.
Apple is presented as a more understood company with relatively limited AI-bubble exposure.
SanDisk is cited as an example of an AI-related stock with substantial gains.
The NASDAQ is mentioned as part of a diversified asset allocation.
| Asset | Price | Type | Timeframe | Context | |
|---|---|---|---|---|---|
| Bitcoin | $ 500 | possible decrease | A comment suggested waiting because Bitcoin might become $500 cheaper. | 02:35 | |
| Bitcoin | $ 50 million | historical portfolio value | October | A trader was described as having had approximately $50 million in October. | 04:37 |
| Bitcoin | $ 200,000 | current portfolio value | The same trader was described as being down to $200,000. | 04:32 | |
| Bitcoin | $ 60,000 | rebuild level | Daniel said he rebuilt one full Bitcoin around the $60,000 level. | 33:42 | |
| Bitcoin | 100k | target | The closing segment focused on attracting Bitcoin to 100k. | 51:48 | |
| Near | $ 1 | possible downside level | A Bitcoin decline to 50K or 40K was said to potentially bring Near back to $1. | 24:43 |
President discussed in connection with crypto ventures, crypto profits, and the Clarity Act.
11:35Emmy-winning documentary producer and Bull Mania member who described using mechanical rules for stocks and crypto.
03:11Centralized exchange mentioned among projects and exchanges affected by industry failures.
02:02Decentralized exchange described as growing while smaller centralized exchanges shut down.
01:49Stock presented as a comparatively understood company with limited exposure to the AI bubble.
28:31Technology company and provider of Google Sheets and Google Drive, discussed in relation to AI limitations.
14:28Company mentioned as using a Chinese model to fix an issue involving an OpenAI model.
20:48