BITCOIN: FINAL SHAKEOUT STARTING!!! 🚨🚨🚨 Transcript, AI Summary & Key Points

00:00 as 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 doing something interesting. It's getting rejected by this previous support, this yellow line which was support here back in March. Now we broke below it. We retested it. And for now at least, it seems that Bitcoin is getting rejected.

00:20 And the question is, are we getting the flash into the 50s, maybe even into the 40s? As a reminder, Bitcoin is cheap around the 200 week moving average, the white line, Bitcoin is cheap. So although it's cheap, it can become cheaper. Okay, but thising here all the way here in the green zone is very very smart as you remember. But the next logical step in case we would break this support 200 week is a flash to 50s, maybe even 40s before the big fat Valhalla that is upon us.

00:49 Now the reason why there is a bit of shakiness in the market today is because there is a worry that the Fed may actually increase rates. Okay, on Wednesday we will have the FOMC and and there is a risk that they come out and they say listen we actually increase the rate. Okay, the oil the gasoline is too expensive. Okay, very important. So when we look at the current situation, when we look at what's happening now in the market, when we look at what's happening with the inflation, uh you could have a a hike.

01:22 I think it's unlikely. I think it's unlikely. When we look at poly market, let's let's quickly check poly market. When we look at poly market, the uh hold decision, just holding the rate is the biggest one. And by the way, poly market for me does not load. It didn't even load the yesterday. You guys remember we need to go to Kalia. I mean I would rather use poly market because it is crypto crypton native but we're kind of forced here as refugees to to cali let's check cali yeah fed decision in July and the maintaining

01:54 rate is the biggest outcome still is the biggest most likely outcome but as you can see an increase is uh rising it is rising and we saw it already yesterday that uh there is a bit of increase in this hike option but all in all with highest likelihood they will just hold the rates. Uh not sure why Citadel is saying that they're going to increase a bit of FUD maybe to shake the market.

02:19 Maybe to shake the market especially the stock market now is super fragile guys. You have AI bubble potentially collapsing potentially popping in a big big way. SanDisk down a lot AMD down a lot. Intel down a lot. You know for for us it's not a big surprise because many of them have already started to go bearish. And when something is bearish we respect the bare trend.

02:38 Many of these companies they start already show weakness before. You look at SanDisk, it went bare already here uh at the end of July like the 20th. Okay. And now it continues down and down and down and down. So it's not a surprise for us. Intel here it's already bearish also since the 13th. So it's not a surprise for us. And this is a very important thing.

02:58 Don't overplay your hands. I mean don't overplay your hand. When we look at AI, when we look at anything, don't marry a narrative. SanDisk is in bare trend. Intel is in bare trend. When it's bare trend, it's bare trend. I mean, we respect the bare trend. Many people so excited about AI, they don't see the chart turning. Many people say, "Oh, AI is going to change the world.

03:19 It will change the world. It can also go down go down 80% in the meanwhile." And you have another stock which is very interesting which is Apple. They as you know they have a bit different approach to AI. Apple is all about ondevice AI. I mean they ship AI inside their phone. the model is running inside the phone. So you don't need to use a big data center.

03:38 You don't need to build all of this cloud that the the supercalers, the hyperscalers are building. Maybe the future of AI is Apple because Apple is going up. And so it's fantastic. Bull trend boop confirmed new alltime high. Fantastic. Fantastic. So it's just another take on AI. There's no question whether AI is going to be big or not. AI is going to be big.

03:59 It's more of a question. Do all these investments that are happening in AI are they smart? Will they have a return? Will they uh bankrupt the whole freaking country or not? Because the treasury as you know issued warnings about the AI industry. The Treasury is literally sounding the alarm that AI could bring the economy down if all of this data center, all of this capex does not play out.

04:23 So just keep an eye here because Apple is doing fantastic, very very good. Meanwhile, a lot of these AI ones, be careful. Look here, Micron. People so worried, people so surprised. How can Micron go down? It's simple. It's best trend since 13th here. Since since the July 13. It's simple, guys. I mean, it's it's not complex. It's actually quite simple.

04:42 Uh Marvel, Marvel, Marvel here, it went down into bare trend. We said get out, get out, get out, get out, get out, be careful, be careful, be careful. And people say, "No, AI is going to change." Oh, yo, yo, look at AI. Look at the scaling. Listen, the chart is the chart. It's very difficult to see how all of the scaling, all of this capex, how it's gonna be paid out.

05:05 And if the chart turns, we're out. Now, here we're part of the green part. Should they go green again and keep moving, we're going to be part of it. But for now, guys, we're not marrying. Yeah, we're not marrying. We're being super brutal here with our money because we like money. I mean, listen, it's there's no shame in that. We like money. We like the neros.

05:25 We like shekel dollar, British pound, bitcoin, sana, USDC. You in whatever form it comes, we love money. Okay. So when you have a situation where your best darling AI narrative goes into bare trend, man, I don't care about the narrative. We need the funds. We need to protect the funds. We need to protect the funds. Yes. Sometimes it means that we become riskoff and the chart just goes down into bare trend and sometimes it does continue but that's an exception.

05:58 That's an exception. In most cases it just goes lower. Okay, it just goes low in most cases. For example, you see here Amazon went bare then it went up again and a noob a plebe who doesn't know the market when it goes up here he's worried he's like oh what if it goes up? What if it goes to alltime high and we missed it? We missed the alltime high. Oh, Ivan was happy.

06:21 Ah, what's happening? That's the pleb. That's the noob. The noob. The professional is seeing this and say, "Okay, good. If it goes up, which it could, everything can happen. If it goes up, good. We become bullish right here at the bull flip and we're right the next leg up. Good, good, good, good." It's impossible to capture 100% of the move anyway. So, you cannot buy the very bottom.

06:40 You cannot sell the very top. But what happens most often is that it does not continue up. Like here, it went bare. It told you time to get out. Time to get out. Time to de risk. Yes, it did go up a bit and boop b poop boop the bed. Anyway, okay. Classic, guys. Classic. Classic. Classic. Google the same thing. Google went bare, then went up. The plebe here, the unexperienced uh trader, the unexperienced investor say, "Oh, but maybe it's going to go to all the Look, it's pumping.

07:05 It's pump for like a day, then collapsed down." Now, again, I'm not Nostradamos. I don't know what's going to happen. There's no no one knows what's going to happen in the future. I don't see the future. I don't have a crystal orb. Sometimes it does happen that the stock goes like this or crypto and then actually goes to alltime high. It can happen and it's just part of the game and then you become bullish when it sleeps bullish again.

07:24 That's it. It's risk management guys. But for most people this is so foreign because they're so wrecked and they don't understand the simple risk management. For them it's like oh no was this. Listen, there's a solution for everything. It's the mechanical rules. It's what we teach in Bulmain is the mechanical mechanical freaking rules. Very important.

07:40 So guys, AI shaky shaky shaky shaky very shaky very shaky but uh as we're seeing a being shaky we need to ask our the question what is the next thing what is the next big fat thing and in my view it's crypto crypto is going to run so hard in Q4 I'm telling you it as a bear since October last year since October 2025 markets change sentiment changes bare market last one year and then psychology is reset and greed comes back big time okay big time we don't have any greed Now I mean we barely have any viewers on this

08:12 channel in comparison to bull market. Now is not many of you guys. It's only the true believers here. Make some noise in the chat if you're still here. But this is very important. The only the true believers here. So retail is not here. No one cares about AI. Sorry. No one cares about crypto. Everyone is in AI. And now AI is showing big fat cracks of worries.

08:31 Look here. Nvidia credit risk jumps. When you look at Nvidia debt risk and you look at how much it is now changing there's a big worry that Nvidia will have issues will have big issues. So the cost of ensuring Nvidia's debt surge to a record after reports the company is discussing more than 750 billion in AI infrastructure uh in AI infrastructure financing tied to open AI.

08:58 Okay, this is very important. And when you look at another company here Oracle, Oracle's chart looks so bad. It's so bad. Why? Because Wall Street is so worried about their OpenAI deal. Oracle has a big fat OpenAI deal where they gave them a bunch of infra, they gave them a bunch of stuff and they expect to be paid by OpenAI, but OpenAI has no revenue.

09:18 I mean, literally. So, there's a big worry whether they're going to come through. And the same thing now potentially is with Nvidia because Nvidia also wants to give open eye like 750 billion in infra all of these forazi circle deals where they give you 750 billion but they don't give you money you need to give them money first as investment and then they give you back that I mean it's it's a circle J you know what circle J you know you understand what so does that now President Trump coming in saying that the Fed

09:47 should lower interest rates there are worries they're going to hike Trump said they should lower. Wouldn't it be crazy if they actually come tomorrow and they lower it? They lower it. So, the market has mega pump. I'm thinking what would be the mega pump? It would be that Citadel says they're going to they're going to hike. They're going to hike. Wars is saying that uh maybe this, maybe that.

10:07 He's a stone face, so we don't know. And then they actually lower it. Wouldn't that be crazy? You know, people are worried that they're going to hike. What if they lower it? That would be insane. That would be insane. I mean, at the end of the day, Trump did put in Kevin Worsh for a reason. Trump was the person that did put in Kevin Worsh. So, I mean, he must have some payoff from that.

10:26 He must have some kind of, you know, good interest rate decisions from that. Otherwise, he made a bad decision. So, yeah. Let's see. Let's see, guys. Let me know what you think. That would be crazy. That would be crazy if Kevin were actually lowers interest rates. I'm not I'm not saying it's impossible. I think it's very possible, actually. He is Trump's man.

10:46 He's Trump's man. So, we need the rates down. Trump wants the rates down. Trump gave him the job. He's like the first man. It's like the first month on the job. Do something. Do do something. Let's see. Let's see. Yeah, indeed. Trump also appointed Powell. Powell. And but they became very conflict. It's very conflicted, very infected. How you say? Very inflammated relationship.

11:07 So when he put in Kevin Worsh, that's why I'm thinking he he must have thought a bit better here. He must have thought he must have used the brain a bit more. Let's see. uh Claracy Act has a new uh draft released merging the Senate Banking and the Agriculture Committee versions. I don't know why the Agriculture Committee is writing the Clarity Act, but uh but okay.

11:27 And adding an ethics provision. That's good. That's good. For the first time, really for the first time, didn't they already have it like a week ago? But anyway, it's so many changes here. So many back and forth. Apparently, guys, apparently for the first time, they have ethics. Trump is saying he's going to be the most ethical crypto entrepreneur. A motion to proceed is expected Monday or Tuesday with a possible floor vote the next week.

11:53 Next week um floor the week of August anyway August 3rd potentially is going to get passed guys. Many people saying it's going to get passed on August 3rd which is Monday. It's Monday. Uh Coinbase expects Clarity Act as early as Monday. So yeah, as long as you have uh the majority supporting it, which it does look like now because all of these anti-crypto forces are getting a bit worried, it should pass.

12:18 Should pass Monday. Let's listen to this guy. He is anti-crypto and he doesn't like Clarity Act and he's saying that Clarity Act is very very close to passing. So when he's worried, I guess it is close to passing. Listen to this. >> Get in. >> Um they know their position is bad. They also know they need to pass this bill right now because if they don't get this bill passed and the Democrats take back the House, they'll have a much better u much more leverage to negotiate something that's actually reasonable when it

12:50 comes to cryptocurrency. So, they need to pass it right now. I I really appreciate uh your work on this issue, Senator Van Holland, as well as Senator Blumenthal. >> Wait, wait. Is this a TV actor? Never seen. >> Thank you, Senator Durban, for being here. I am scared to death that seven Democrats u maybe it's even six now is all that's necessary to get this bill passed.

13:13 You cannot be against Trump's cryptocorruption and then vote for a bill that enables that corruption to continue. Those two things are just fundamentally in conflict. So I hope that um and I see Senator Murphy's here as well. So, um, we've got some good allies on our side, but I but I hope that, um, members of the Democratic caucus are are paying attention.

13:36 >> Yeah. Um, interesting political maneuver that the Democrats will have to make. I mean, I'm thinking if I'm a Democratic senator, let's see what what would I do? What would I do there? There are many things here to keep in mind. I mean, one thing is just how many crypto owners there are in the US. Look here. Stand with crypto. on behalf of three million US advocates.

13:54 Stand with crypto is providing notice that we will be scoring votes on the clarity act. So stand with crypto is this website that um Coinbase made where you can see which politician in your state is pro crypto anti-crypto. So uh obviously there is there is political uh let's see join the movement. Let's see this is not the website. Let me see where it is on Coinbase website.

14:19 No, Coinbase is like behind the stand with crypto, but they also have Coinbase. Let's see. Political uh website uh website. Let's see where is this political prediction markets. Uh where where is this? I think I thought it was stand with crypto. They had you could like search all of your bills elections. Oh yeah. Yeah, it it sorry it is stand with crypto.

14:40 So it's correct. Let's see. So let's say you are from um California. Okay. Exactly. So it is stand with crypto. It it is this exact website. So here you can see uh what's happening which guy is pro crypto which guy is against crypto let's see this guy for example uh somewhat pro crypto good good so they are saying listen you guys who are voting on the clarity bill we are going to be recording all of your votes we're going to be putting it on our website and this website is being embedded in the Coinbase app so anyone

15:14 who has crypto will see that you voted against them and you're going to lose votes So even if you're a Democrat, you have to be a bit careful here because you may lose votes, okay? And the other guy that you're running against may get votes because they are pro proclarity. And Coinbase has marketed this clarity act so much that it's a big thing. It's uh something that people pay attention to.

15:35 So yeah, there are millions of crypto owners and they eagerly await mortgage rational legislation that will deliver certainty about the technology they rely on. Crypto voters across the country are paying attention to which lawmakers stand with them in this critical moment. True. Very, very true. So, yeah, Coinbase is doing a good job here. Um, listen, I don't want to be against Brian Armstrong in in this regard because Brian, he's Yeah, he's not messing around.

16:02 Imagine he's doing this political thing with stand with crypto exposing all of the politicians who are against crypto and pushing the average pleb to see exactly how everyone is voting. So average pleb then votes for the correct politician. Very very cool stuff from from Coinbase. I like that. Now I still don't like L2s. I still don't like bass. That's okay.

16:30 That's okay. We can still like this political thing and still be not that excited about L2. Okay, I don't like L2 guys. I don't like L2. I don't like corporate chain base. But start with crypto. That's a powerful thing. Powerful thing. Now in terms of in news, we have strategy now uh raising a lot of money by selling MSTR. If you hold MSTR, you are getting dumped on in real time.

16:56 Now they use that money to do what? to buy stretch. Okay, they bought stretch, they sold them, they kept a lot of money and then they bought stretch but only for 25 million. So, okay. I mean, this 25 million it doesn't help too much. Anyway, let's see how they're going to figure it out. Let's see how they're going to figure it out. But stretch is not coming back to 100.

17:23 People thought it's uh like a money market account. You put it in, it's always going to be 100. Now it is 88. So yeah, you wanted 11% yield. Okay, now you're down 11%. So maybe you're going to be break even, but then you have to hold for entire year and who knows what's going to happen. So you have so much risk. I feel very bad for everyone who put money in here at around 100 because this was supposed to be like a money market account like a bank account that you put in money and you get 10% per year.

17:56 That that is exactly how it was marketed. All of these asop ads they said it is like you know your pension fund, retirement fund. But now you lost 11%. You could theoretically recoup the loss if you keep holding. But what if it drops more? Man, if it drops more, you're going to lose 20%. So you understand it's a big problem for people holding. By the way, uh if you are on Instagram, follow me on Instagram, Ivan Tech.

18:24 Be careful so you write the correct one. You can also scan. But on Instagram, we now have a Q&A. I'm trying to revive my Instagram, guys. Why? Because the plebe is using Instagram watching story a lot. So I'm I'm thinking maybe we can go to mainstream. We can go into crypto mainstream. we can bring crypto to mainstream now that uh Instagram has such a grip over people's eyeballs.

18:47 Okay, they they capture the eyeball. The average player, they watch Instagram so much. It's crazy. So, uh if we can get crypto in front of them, it's very very good. So, anyway, go follow to to bring to build momentum so the algorithm likes us. But there I I'm currently hosting a Q&A on Instagram. Someone asked someone asked yesterday in that Instagram Q&A what is the risk of uh uh of Micro Strategy collapsing like going bankrupt and the risk is very low but that doesn't matter that you as an investor are going to be

19:19 okay. I mean stretch can go to zero and Micro Strategy is going to be okay. Uh MSTR can lose a lot more and Micro Strategy is not going to go bankrupt. So we're not talking about bankruptcy for Micro Strategy. It's not going to happen. But the investors man you just wanted upside you wanted exposure to crypto and instead of buying Bitcoin at super cheap you buy man it's uh yeah to me it doesn't make sense I don't if you like it good for you but you understand to me it doesn't make sense uh and also guys as you know uh

19:51 if you use the link below to the quiz you do this short quiz you should do it before the bull market starts so you understand your strengths and your weaknesses as a crypto investor, it's going to ask you about the last cycle, what happened, how you acted. It's going to ask you whether you're a long-term investor, whether you're a trader. So, answer it honestly, and you're going to get a very very nice structured uh structured the road map of how to improve.

20:16 Do it before the bull market starts because if you repeat all the mistakes, you're going to have the same result. So guys, to summarize, we have now a bit of shakiness in the market. Stock market is worrying that AI is going to collapse. that worry is getting spilled over into crypto as well. We're seeing Bitcoin now go down here below the uh resistance still above the 200.

20:40 We're at 200 week. So, we're not breaking down yet, but should we break down 50K is a good target. Uh next, should we go lower than 40k? And everything here is cheap Bitcoin. Everything here is very cheap Bitcoin. We've been expecting this breakdown. If you watch like any stream, we've been saying that Bitcoin is cheap in the green zone and we can potentially go to 50 and 40 and we expect it.

21:00 We expect it. So don't get surprised if we go to 50. Don't get surprised we go to 40. See it as a cheap cheap cheap discount. And yes, it will be time to become even more bullish as we go lower. Okay, as we go lower into the 50s, it will be time to become even more bullish. Okay, Q4 is almost here. Q4 is almost here. And uh likely we will have a big fat Valhalla after Q4.

21:27 So just keep stick to the plan. Stick to the plan. Don't uh move how you say don't don't shake the boat. Don't shake the boat. Stick to the plan. Risk off. We've been risk off since October. Now in the green zone, we're we're deploying between 10 and 15% of the capital. And then when Bitcoin goes bullish on the money line, it's Valhalla. It's Valhalla in Bitcoin, Valhalla int.

21:50 Valhalla in everything. Okay. Well, Halloween and everything very important. So, that's that. Uh, now in terms of uh more stuff, you have Coinbase now adding pump fun to their decks experience. So, now the average playback can get can get wrecked even faster. Find and trade base or tokens as soon as they're live on chain. Okay. I mean, I guess it's good.

22:14 Um, yeah, it's good. I mean, now Coinbase is doing more this dig onchain stuff. um allowing you to get access to it in a more userfriendly interface. Uh and you can get wrecked even faster in a more user-friendly interface if you don't know what you're doing. In terms of guys, in terms of all coins, stay out. Uh stay stay away from all coins. Stay out.

22:40 It's not the time for all coins. Uh especially memes. It's not really the time for all coins. Why? Because Bitcoin is bare trend. Stay away from all coins. Sana not doing that well. I love Sena tech. Solana shorts is very bad. It can easily go down here into 30s. Can it can still do that. I mean, we we're just following the plan. Sena, we became riskoff here in October and it's just been going down and down.

23:02 We said it it go to 30. It's been a while. It's been a while. But if you look at what it's been doing, it's just following everything according to plan. Had the support, broke support, retested reset, retested it now as resistance getting rejected. So yeah, let's see what's going to happen. But it's very bad. All all kinds guys are very bad. There are a few exceptions like you know Hyperliquid looking okay but not too okay.

23:25 It's now also getting closer to the flip and just like Jason in Bullmania is saying. Uh everything that pumps in bare market is going to dump. It's true. It's true. It's bare market still guys. It's bare market still. We're not out of the wheat. So everything that pumps any altcoin that pumps is going to dump. Okay. It's going to dump. And one recent example is near.

23:51 Near pumped and it dumped. Okay, near had a pump and dump. Now near, great tech, great everything. Likely going to play a big role in the next bull, but it pumped and it dumped. Okay, that's it. That's it. Uh Zcash, let's see. Zcash is still bullish now. Brendan, but bear trend, we respect the bare trend. Even though it's higher here than the bare flip, we still respect the bare trend.

24:12 So be careful. Let's see. Backpack. Backpack is doing quite okay. It's one of the newer coins. This one is quite good. Let's see. Lighter also doing quite okay. But as you can see, it's like a few if you uh Venice token is now bare. Be careful. Overall, the riskreward in all coins is very bad now. It's very bad. Yes, there are some exceptions. Yes, you could write some of them.

24:33 There are some exceptions. But now it is time to look at Bitcoin. When Bitcoin goes bull trend, that's the big fat signal. And we're going to get there sooner or later. We're going to get there. Now uh when you look at the Robin Hood, Robin Hood chain has become the largest network by tokenized stockholders surpassing Sana BNB chain ETH and base distribution matters.

24:55 So yeah, this one is interesting in terms of getting tradi on chain. Robin Hood is uh being a beast here. They're being a beast. I mean for them it's quite easy to take stocks from Robin Hood app into onchain and you see the move here. Sadly, there's nothing to invest like you cannot buy any Robin Hood chain coin. You can only buy the stock and remember the stock is in bull trend.

25:19 It's been in bull trend quite nicely. So, keep an eye on Robin Hood stock. It's now bull trend should go to bare trend. Very good because then you can buy the new bull trend. It's very very nice. I mean from the this bull trend to the peak it was yeah 28%. So, and it's not even bull market. Uh so should we go bare very good wait for next bull likely is going to be when crypto is really back and uh keep an eye on it keep an eye on it we have here let me actually now add hood to our crypto stocks that we keep an eye on

25:47 because hood now is basically a crypto stock with their chain and the fact that it's kind of a big part of their business now we are going to be following so yeah there's nothing to buy in terms of coin but you can buy Robin Hood stock because they're going monetize the crap out of it. That's for sure. Next, Michael Celler is saying, "Bitcoin score design is set in stone.

26:12 Protocol changes should be rare, conservative, and driven by necessity, not ambition. Don't fix what isn't broken." And he of course is referring to BIP 110. BIP 110 is the latest outbreak of the I just heard about Bitcoin, I'm here to fix it. That's by the way a big syndrome. That's a big big syndrome. Exactly, Matt. Yeah, that's true. That's true.

26:40 They found the Fugazi metric. Well, it's not a Fugazi metric. When you look at the holders of tokeniz, it is a good metric. But I agree. I agree. They found a specific metric where they're number one. That's correct. That's correct. But listen, that that's how we do that's how you do business. That's how you do business. You need to promote. You need to promote.

26:57 So when you find a metric, you're better than everyone else. Pump it. Pump it. Pump it. pump it. Uh but then it is true when it comes to stratfi they're leading. They're leading absolutely why because they have all the trady in their app anyway for them to tokenize is very very fast. But yeah good good point that's a good point. Uh now look here some great news for Sana coming tomorrow.

27:24 So what is it's like today then depending on which time zone he wrote this in. I guess it's today. If he's from the US I guess it's today. What's happening? World XYZ is fully onchain prediction market. Now this is not the news. This news we don't know what it is but uh this one is about this uh poly market competitor which is good for Solano to have because they have been losing the prediction market game bigly big time big time for Solano is very bad that they don't have prediction market for is very bad they don't

27:52 have a perch exchange it's prediction market and per exchange they need to get as soon as possible. So yeah, let's see this world XYZ. Can it compete or it fugi? Let's listen. >> This summer, billions of people watch the World Cup and for the first time, millions of them can trade it. >> Man, man. Man, man. >> Look, look at this play. He's so excited.

28:23 Look, he's so excited. He's so excited because another guy kicks a ball. What is this guys? I I never understood it. Let me know if you love football. Big shout out. Now this guy needs prediction market so he can he can put his emotion and get wrecked. That's the problem also guys. I mean with prediction market and football be careful. I mean most people get wrecked.

28:48 Okay. Most people get very wrecked. >> Yeah. >> Prediction markets now hold a record $1.48 4 billion in open bets, but almost none of it settles on chain. World is changing that and it's built on Salana. Poly market proved the model with billions traded on a single event. Koshi has passed a hundred billion dollars in lifetime volume, but these platforms still operate like the exchanges that came before them.

29:10 Funds move into custody. Settlements happen behind closed doors. >> Yeah. I mean is is another true thing, by the way. It's another true thing. See, people sometimes they accuse Solano of being centralized. Oh, it's all centralized. So centralized. You ask them what do you like? Oh, I like Hyperlquid because Hyperlquid is EVM. Okay, but you know that Hyperlid is highly centralized also.

29:29 It's a DEX but most dexes are fake DEX including Hyperl like it's not a real DEX. Okay, it's not a you know everything is onchain kind of decks. Look at high PVM how decentralized maybe not super decentralized. It's not like ETH okay there there are many things there the same thing with prediction market poly market cali is on chain I mean some of it is on chain obviously in poly market there's something on chain obviously of course but then you got to ask how centralized is this and what is the risk long term for them

30:03 because regulators are going to come I mean democrats if they don't like crypto they're going to come they're going to see listen it's all centralized you guys are just using regulatory arbitrage but you have a big centralized part big centralized element in your uh think here in your app while Solana the reason why Solana doesn't have a uh leverage deck like uh hyperlquid is because to make it decentralized is way harder the same thing with uh prediction market to make it decentralized actually onchain way harder way

30:35 harder so that's the that's the that's the difference so let's see if this will matter for users or not because you can be decentralized and still have no users. Okay, so let's see. They use it as a selling point. Will they get users? That's the big question because as you know, user don't care about decentralized. They care about non-custodial mainly.

30:53 But yeah, let's listen. >> But these platforms still operate like the exchanges that came before them. Funds move into custody. Settlements happen behind closed doors. And when an event ends, payouts can wait on a human to resolve the market. World takes a different approach. World is a fully onchain prediction market native to Salana. It's non-custodial.

31:12 Funds stay in your wallet until the moment you enter a market. Positions, settlement, and redemptions all happen on chain. When an event resolves, chain link data settles the market automatically. No claims process, no waiting. Winning plan. >> I see Matt attacking Solani in the chat. Bro, bro, bro, it's better than Pulsia. I'll tell you that. Matt, why why do you say don't blow smoke?

31:37 You come from Pulsen. You're the best at blowing smoke. Man, the the number one Salana critics I've seen actually is Piccans, bro. >> In your wallet in cash, a stable coin native to Salana and World is the infrastructure powering prediction markets inside Phantom. Millions of users, no new app, no onboarding. Open your wallet and the market's already there.

32:02 That's what sets world apart. not another platform holding her funds but a protocol running on a network already proven as >> so yeah basically this is going to be in phantom this gonna be in phantom and uh let's see how the adoption is going to be that's the main thing because yes you're going to have full decentralization adoption can still be crap okay so with phantom they do have a good chance because most crypto users have phantom and uh it's a salana native so they can boop plug and play it and if also salana

32:32 goes to Thursday, guys. Man, it's going to be nice. It's going to be very nice, guys. The best for us to get the most rich in the next cycle. For us to get the most rich in the next cycle if this goes to 30. Oh my god, guys. It's going to be as you know, we're we're be I'm bearish. Like I'm bullish developments, but I'm bearish the price because the price is bad.

32:59 I mean, you can see the chart is very weak. We exited in Q4. Since then, we're bearish. Price, bullish, everything else. If it goes to third Oh, guys, guys, guys, guys. I don't know what what I'm going to do. If it goes below 40. Oh my god, guys. Guys, if it goes here to 30 and we're not and um we're not capturing it. I mean I will capture it but if you're listening to this and you're going not going to capture it guys guys guys guys.

33:34 So yeah just keep in mind keep in mind keep in mind there there there is some great opportunity here and let's see if we get that fantastic fantastic deep value deep value at 30. Oh my god. And by the way 30 everything below 40 is 30. So 39 is 30. Okay 39.9 is 30. Okay 38 is 30. You understand? You you don't have to wait for 30.00 000 Z 39 is already 30.

33:58 It starts with 30. Okay. Keep it keep that in mind. Okay. So, uh long what is long? I have no idea what it is. Has become one of key drivers of stock volume on Robin Hood chain. And let's see. So, they do what they do. Robin Hood chain and long is now live on Robin Hood chain supporting new token launch over. It's like pamp I guess pump launch with stock token.

34:22 Let's see guys. Let's see all of you Dians who use this. Let's check it together. So, is this when you launch a coin and the and uh you pair it with a stock or what? I might need to connect wallet. No, I don't want to connect wallet. Uh I don't want to connect wallet, man. Get a nice user experience. Let's see. Launch. Let's do some homework here. Let's do some homework on the launch.

34:50 Uh launch. Oh, sorry. It's long. Long long XYZ. Long XY. Not long. Long. We got to go long. Exactly. Long only. Yeah. I mean, I guess long is this thing that makes you launch a coin and it pairs it with with the stock in the liquidity pool. All of you who who are into this trenches on Robin Hood chain, let let us know. It says and Arling liquidity and token launch platform has partnered yada yada yada.

35:22 So it's got to be like that. So what what was the news? What was the actual news here? Uh they partnered with what with Rialto. Good to bring liquidity. Ah it's going to be deep liquidity. Exactly. Rialto operates a unique prop AMM model with custom market contracts. That's good. That's good. So big fat liquidity on Robin Hood chain. And now you can create memecoin I guess which is paired with the stocks and now you have the liquidity from this onchain uh amm rialto that has big deep liquidity for stocks something like

35:58 that let's see all in all I like the experimentation we we covered the other day that on Robin Hood they have liquidity pool where they pair the stock with the memecoin. Okay, let's see how the trenches are doing on Robinson chain guys as a whole. If you're not like super digent, don't touch any memes now. Bitcoin is bare chin. I'm just repeating it for all of you who missed but we're we're still looking at it as a you know fundamentals what's happening in the fundamental space so to speak.

36:31 So Robin Hood what's happening? What if Okay. Okay. What if fugazi 300k? Okay. 24 hours. What's happening? What if apes? Ah man. So boring memes, man. So boring. Okay. We w I mean here everything is with but it depends which uh pool they track here on deck screener. So guys, nothing has happened here or what? It's um yeah. Yeah. Yeah. Stay stay away.

37:06 Stay away. Now it's it's not it's not the time now. It's not the time. You see this memes. It's uh Look at liquidity. Look at how small. Yeah. Yeah. No. No. The don't touch. Don't touch. There is nothing to do currently in in the memes. There's nothing to do. There's nothing to do. You have bad riskreward. Take your money. Take your money. Protect it.

37:34 You protect it until when? until Bitcoin goes bull trend. Then you go heavy Bitcoin, heavy old Sana goes to 30, it goes heavy heavy Slana at 30, which equals 39, 38. Anything that starts with 30. Okay, moving on. Moving on. Lighter. Lighter is a massive breakout success and critical infrastructure layer for ETH. Yeah, so this is true. Let's see the Litecoin.

38:00 Is it still pumping or not? It was one of these uh coins that did good but you know in bare market everything that pumps will eventually collapse. So yeah, this one is still bull trend. Still bull trend. Um, so far so good. But you know the curse of the bull of the of the bare market in the bare market everything that that pumps will eventually collapse.

38:22 But it's true. Uh, lighter has been super good and uh yeah, manual to use them and coin is doing well. So far so good, but it's bare market still bare market. So ideally just stay away. The only exception is in case you are in Bulmania because if you are in Bulmania then you know how trading works. You can trade on lower time frames. You know how to set stop loss, how to take profit.

38:45 You have the mechanical rules for you. You can trade. You can make money from volatility in any market. For everyone else, stay out. Stay out. Don't touch. Don't touch. You know, it's for you. It's very bad. It's very very bad. There's going to be easy mode. You need to wait for easy easy mode. It's not easy mode yet. Uh now it is interesting developments here with Kyle Samani who worked at Multicoin in the past.

39:12 He was like the lead investor at multicoin. You remember he was leading multicoin. Now he doesn't like multicoin because multicoin is now supporting hyperlquid and not sana. So he's saying if you're building in Sana ecosystem you should understand that multicoin is working against everything that you are building. Laura Shin is saying, "Well, now we know why he left Multicoin."

39:35 Kyle says, "No, you don't. My living had nothing to do with Hyper." Okay. Okay. Okay. Thanks for clarifying. So, what happened? What happened? We We need We need the drama. We need the the beans. Spill the beans. Log off, man. This is massively lacking in character and honor. Oh, yeah. This guy from the block. Oh, yeah. No longer the block. He's um laring investor.

40:00 Okay. He was doing the blog before, now he's investor. Okay. You simply can't if he doesn't know mechanical rules. Yeah. Let's see. You simply can't mean you were wrong on the biggest and best trade of the past four years. By the way, this is also true. This is also true. I mean, we love Hyperlquid. We're actually more bullish Hyperlid price-wise because Hyperlquid is bull trend.

40:22 So, there's no need to marry. I mean, if you marry Solana like Kyle, it's a problem. It's a problem. We don't marry. We we're better Solana since Q4. So it's also true. Don't miss the the trade. You had the super used to think Drift was a better team purely because they were building on Solana. So Drift was the hyperlquid competitor on Solana, but it got hacked.

40:43 It got hacked. Yeah, exactly. A bit a bit of popcorn. Yeah. Why don't we read the comment section a bit more? Lauo bro retired then proceeded to just turn into angry zoomer. Kyle's accomplishments since retiring. Bought the top on a memecoin. Fed his ex biggest bag. Great stuff. We should read the comment section on Twitter more. Man, I love it. It's a good good drama.

41:11 Good drama. Wait, so Drift Branding is running back up back up their prediction markets. They had a pretty Yeah, you have to read too much reading. How about you stop being a whining little be you know a smaller coin is anyway. So what's happening? What's happening? Why is he saying this? Why is he he's saying that multicoin is attacking Solana but what is actually happening?

41:37 What's actually happening? They do some kind of thing with politics here. Hyperlquid policy center. Let's see what are they doing. They want CFTC to do something. Okay. Today, Hyperlquid Policy Center and Multicoin Capital filed a joint comment in support of the proposal. Which proposal? Some proposal here? Framework. Okay. By the way, this is interesting that everyone in in crypto is now political.

42:04 You see, Hyperlid Policy Center, Coinbase stand with crypto. I love it. I love it. I love it. We take the battle to the freaking politicians. Elizabeth Warren, we're coming for you. Hyperlid policy center. Coinbase stand with crypto. were coming for you. By the way, I need to see stand with crypto. Okay, stand with crypto. How do they rank Elizabeth Warren?

42:32 We need to see. Do they put some kind of e extra badge on her or something? Where is she from, by the way? Does anyone know where where is Elizabeth Warren? She needs to have like a special page here. Is she from Let's see. Elizabeth Warren. It wouldn't surprise me if she's from California because she's kind of, you know, this uh but Oklahoma or wait Democratic Party.

42:57 Is she Oklahoma or where? Uh which state? Massachusetts. Mass. But guys, in the US, why are so weird? Massachusetts but Massachusetts. What is English or is what? Massachusetts. What? I'm like, man, you know, I just learned English, you know, going to the US, Massachusetts. Holy [ __ ] guys. Where is it? Here somewhere. Connecticut. Senate dem. Where is this?

43:28 It's here somewhere. Let me find. Why I don't see Delaware. Delaware. House district 7. Where is Massachusetts? Is here or where? Connecticut. Guys, where is it? It's here or where is it? Vermont. Where is it on map? Let's see. Masset. Massachusetts. Holy. What? Guys, it's English or what you what you I understand in English, you know. It's, you know, like Bristol.

44:00 Okay. It's English. It's English. It's English. Massachusetts. I don't know what the hell is. It's not English. Okay. It's this one. It's this one. Okay. Let's see. Let's see. Where is Elizabeth Warren? District. District. District. Okay. Senate. Which district, man? Which district? Which state? Which district? I want to see her profile here. Isborn represents a state as senator.

44:34 She does not have a specific district. Okay. Anyway guys, anyway guys, uh, political score. Oh yeah, maybe we can just search here, Elizabeth. Oh, wait, wait, wait. Here, here. Here. We can search here. Here. Here. Okay. Okay. Here. Here. Why doesn't she have a better design? If someone from Coinbase is watching this, guys, put a better design here.

45:04 You put a big fat header. We need to put a big fat header here with, you know, anti-crypto army, anti- crypto woman here. The most anti-crypto grand mobile against against against against. Wow. Statements more evidence that our adversaries explo exploit crypto to move billions. Love it. Love it. Love it. Love it. I think she needs a better profile here, guys.

45:28 She has just, you know, a normal profile. She needs a way better way better profile here. We would I would design it a bit better. Okay, guys. Moving on. Moving on. So, yeah. So, Hyperlquid, why is this? Let's see. Let me actually see here. Oh, remove it. Why is this bad for Sana? Exactly. Let's see what is he complaining. Is it Isn't it good that if Hyperliquid does some political thing, isn't it good for Sana also?

45:56 I mean, if Hyperliquid pushes for some rules with self custody, it's going to be good for Sana also. I mean, what's the problem here? Or Kyle is just um hurt, you know, but at at hurt we need to censor ourselves. It's a competitive positioning. So is Kyle just B hurt or because listen with mechanical rules we exit Solana in Q4 we still love Solana and we love Hyperlquid because we know how trading works okay with bullmania you don't have to be this uh you know hurt uh you know what so hyperlquid so what happened

46:42 historically man keep it simple these AIs keep it simple don't write why they write so much. I used Oppus 5 yesterday. I used Oppus 5, man. Oppus 5. I asked a simple question. It gives me all kinds of stuff. Okay. Multicoin helping with regulation growth makes rival multicoin helping. No, no, no, no, no, no. But if let let me if if Hyperlquid gets nice rules uh around self custody etc.

47:18 It's good for Sana also. Like it's good for Solana also. Love football. Someone says okay. Yeah, I love football also. I mean I love guys that that some people love it. I love it. So the issue salami for Sani is that Musco specifically teaming up with Hyper. Yeah. So he's just BT hurt. Yeah. So it's good. It's good stuff. They're doing good stuff. They're doing good stuff there.

47:49 There there's no problem here for Sana. They're doing good stuff. I'm telling you as as a Sana bull fundamental bare price, but this is good for Sana also. It's good for Salana. It's not bad. So, okay, Polygon, guys. Polygon. It's still alive or what's happening? Let's check Polygon. Oh, yeah. Sorry, it's Paul now since like five years, three years.

48:11 Oh, man. Polygon. Polygon. Polygon. Polygon. Big shout to the seam. I mean tech wise they're very Oh why guys what's happening? I mean how can the chart be like this? How how how how can pol pole chart be like this? But but but I mean tech is good but you see tech doesn't matter but according to the uh who is this VP of engineering at poly market VP of engineering at poly market he's saying that tech is good for on polygon but it doesn't help the the chart man chart is so bad polygon what's happening please get market

48:51 maker to pump it or something I mean guys it's crypto I I know you know how how this works I know you know how this works you got it to pump in 2019 guys I know you work how you know how this works with the chart part you I know if you want you can pump it if you want you they they made it in 2020 you know 2021 when when was it new I they they must know how it works I mean they're not rookies they're not rookies they must know how it pumps but for some reason they refuse or I don't know what's the problem is they they

49:22 need to or they take profit too much I don't know what's happening guys I don't know what's happening but chart is very bad but yeah I mean tech is good tech is good but it doesn't matter for I mean for you doesn't mean okay tech is good who cares I mean who cares that that tech is good who cares if the chart is like this who I mean tech is good okay so what I can I cannot eat tech I cannot uh someone says Ivan can take us on private exactly I cannot fly private with tech I cannot fly private with tech I cannot uh I

49:52 cannot buy coffee with tech I cannot pay restaurant with tech I cannot pay rent with tech okay but look the okay tech I'm telling you that as Ivan on tech I mean I'm a computer scientist I just know by experience with tech I can I cannot I I cannot take tech tech to the store I cannot you know check out with PayPal crypto and tech I cannot you know check out with tech you know pay with techn I cannot do it so anyway guys let's see let's see uh credit where credit is due I mean let's give credit to the tech Credit where

50:32 credit is to do it. Polygon has been really great over the last three months including World Cup which allowed us to handle trading loads we've never seen before seamlessly across both our systems and polygons. Can't remember last time issue was caused by the chain. Well done guys. Well done Sandep big shout. I mean Sandep is great. I love Sanepe as a founder as a person.

50:52 He's very good. He's very good but I mean the chart is bad. I don't know why they should have a better chart. Love it. Let's build Poly Market. Yeah, fantastic. I mean I love it. I I love Polygon. I mean, Polygon was great times. You guys remember Polygon? We found this at a few cents, then it rallied to like $2. The problem is, guys, it's like a few cents soon again.

51:11 And will it rally again? Yeah. Let's see. Oi, you cannot sleep with tech, but in the future, you'll be able to do it. You're speaking about the the developments in the doll department, the the the so-called dolls. Yeah. I mean, probably it's going to be big, guys. I mean, all of these dolls and the eye is going to be big. We're heading straight for for that dystopia.

51:39 Uh, yeah, let's see what other news we have. Uh, Iran. Imran Immran. So, Imran is good. Why? He is from Alliance Dow. They invest in interesting projects. They also have I mean, they have interesting insight. They have interesting insight. So he's saying, I think the next generation of L1s should actively build first party apps instead of copying the playbook of earlier chains.

51:59 No one understands a chain's technical advantages better than the team that built it. First party apps can showcase what's technically possible while proving the team is willing to put its money where its m mouth is by building real product with real user. That traction becomes the wedge once other builders Yeah. Basically, L1 should build their own thing first and then others will come.

52:24 Yeah, probably true. Probably true. Probably true, guys. Uh that's it. Let's see if we have anything else. If you're in crypto, use AI. That's true. I mean, everyone should use AI. Also, here guys, when it comes to this uh uh token works token works so now I understand more what he built. Uh you remember we covered this fake world asset a few days ago.

52:45 Uh so, it's interesting. Ponzi on ETH is, you know, one of the biggest Ponzi now or okay, not Ponzi, it is gambling. It's more of a gambling, but it's, you know, everything in crypto is gambling. But, you know, they made it a bit fun. They made it a bit fun. So, the way it works here is that basically you buy, you commit some money here. I don't know how much.

53:07 I haven't tried it myself, but the way I understand is that you commit some money and then you can draw an NFT and you get random NFT. Uh it can be a crypto punk, it can be some worthless crap. Uh but basically here you can you it's like a deck of cards, you know, you put in funds and then you can draw a card and maybe you get a Crypto Punk or maybe you get crap.

53:33 Most likely 99% chance you get crap. Okay? And then you have the you have the possibility of, you know, take the money that the NFT is worth or you can keep playing and maybe you get a punk, maybe you get a pud penguin. Yeah, it's interesting. Interesting. And this is like perfect for crypto. It's exactly what crypto is for. People love it. They trade a lot.

53:53 And by the way, guys, here is where here's where I got to say that this is good for ETH. This is good for ETH because this is on L1. Okay, some people say, "Oh, no. This corporate L2 chain is good for ETH." I I told you straight guys, it's bad. It's not I mean, it's not bad, but it's not good for it. like Robin Hood chain is not good for like there's little connection to ETH.

54:16 There's little connection to ETH. I'm very fair. I'm very fair. When I'm bullish on something, I tell you. When I'm not bullish, I tell you. Sometimes I I tell you it's bad, but then something good happens. So, in this case, the fact that this app, which is like the most popular one during the last weeks, it's called Fake World Asset. It's perfect idea for crypto.

54:38 It's Zen. you play this game, you are likely to lose all your money. But okay, but people still love it because you may get a punk or ape or whatever. And it is on L1 is this is good for ETH. Okay, I'm the only person in this industry that can tell you for sure what's good for ETH and what's bad for ETH. I'm the only one. Everyone else is blowing smoke up your donut.

55:00 You know, donut back there, you have a bit of donut. They're blowing smoke up your donut day in and day out. They tell you wrong information. They tell you this is good for it just to shield their L2 bag or whatever. If podcasters many of them get tokens from L2s at least in the past they did you know advisory advisory look at bankers how much they got from optimism and arbitum look at chart of optimism and arbitum and they told you it's good for ETH oh it's so good for ETH oh my god oh my god it's so good for ETH so

55:28 serious tech orbitum oh my god it's so good for ETH so serious tech salana very bad up only from $8 to 300 this thing it last cycle this thing oh but this is way way better it's way better it's way better it's because of L2 Okay. Optimism. They told you. Oh, it's way better. It's way better than fly. Oh, look at this. Look at this. It's good for ETH.

55:49 It's good for ETH. It's good for ETH. I told you all the time this L2 Fugazi bad for it's not it's indirectly bad for it's not directly indirectly bad because it takes away attention and money from actual developments of ETH to this Fugazi L2 industrial complex. I told you all the time. Now I can tell you that onchain app on L1, this is good for ETH.

56:10 This is good for ETH. This is good for ETH. Okay, fantastic. If we have more like this, it's good for ETH. If we have more apps like this, I'm bullish it. You understand? If we have more like this, I'm bullish ETH. You understand? Oh, something that was bearish could become bullish. I mean, if they have more on L1, fantastic. I'm bullish ETH. Let's go.

56:33 Let's go. Can someone make new cryptokitty? Make more on L1. If you want to help ETH, make on L1. Look here. The last couple of weeks, X has been joined by Mark Zuckerberg. Has Zach really started to use X? That's crazy. I mean, he's basically admitting that his threads is for guys that no one cares about. You remember that he said we're going to do X.

56:59 Man, did he really start using? Let's see. He posted this. He posted this. Let's see when he used it before that. July, July, July. Ah, look here. 2012, 2009, 2012, 2023. He just did some fugazi thing and then he came back in July. Mad guys, you remember the bravado? The bravado with which they launched threads. You remember this threads which is like Instagram but Twitter, I don't know what it is.

57:32 I sometimes I open it. It's like, you know, it tells me to log in. I'm already I'm already logged into Instagram. Why you need to log into you remember the bravado? The bravado. They said here we're going to have good tone, you know, good discourse on Twitter. It's bad discourse. People are mean on Twitter. They write mean stuff. Here we got to be nice to each other.

57:53 We're going to be so fluffy, so nice. Only positive things. Voke. Not. By the way, if you're woke, big welcome. Big welcome. Big shout out. We're a political channel. I love you all. Even if you're woke, even if you are lefty, I love you. Big big welcome here. Subscribe, like, or dislike, whatever you want. But you remember the bravado threads when they launched threads.

58:18 And now, guess what? Guess what? Twitter is the best. Anyway, no, nothing can beat Twitter. Mainstream media attacks Twitter all the time. I don't want to get political, but there was a lady that interviewed Elon just like yesterday and she attacked and attacked Twitter. She had mainstream media attacking and attacking Twitter and Twitter is growing and growing and everyone is coming to Twitter.

58:40 World's richest people coming to Twitter. Zuckerberg, Jansen, Juan, Dennis, Bernard, Arnold, all coming to Twitter. Very nice. I could have told them this years ago, but better late than than never. Uh anyway, uh that's that. Oh, finally guys, Circle bought a bunch of patents from IBM. Man, IBM, it's an interesting strategy. This boomer ass strategy, not part of crypto really.

59:11 Not really doing anything, but they did like a million blockchain patents, whatever that means. I mean, that's an interesting business, guys. That's a very interesting business. If you are a patent expert, that's interesting. So they they saw blush and they're like, "Okay, let's do a bunch of patents here. Let's just patent everything. Any idea? Patent, patent, patent."

59:37 So they 680 patent. Okay, that's crazy, man. That's crazy. So yeah, very interesting business. Very interesting business. If you are in patent, see if you can patent something on blockchain. Maybe it's it's good. But I'm wondering like where is like if you're a wallet and IBM has what what patents they have? I mean I'm very curious what what do they patent really?

01:00:04 Very interesting business strategy. I mean I guess whatever they know okay blockchain and uh and supply chain. Okay. If you put something on blockchain that's connected to supply chain is like a new innovation. So patent patent patent. Okay. Blockchain and let's see what do we do? What do we do? What do we do? Okay. CRM. You put something blockchain plus CRM.

01:00:21 Bam. Patent, patent, patent. Think more, think more. Okay, blockchain. We have some business sales, sales, sales. Okay, sales and blockchain maybe you you put something you pay via blockchain in your sales process. Patent, patent, patent, patent. Is that how it is? Because there is no way they patented stuff. They actually like deployed in production.

01:00:38 It's just, you know, some brainstorming session. They had brainstorming session and then patent patent everything. Patent, patent, patent, patent. I mean, cool. Cool. I mean, fair game, fair game. I mean, it's how the game works. But anyway, Circle now bought all of this Fugazi patterns, I guess. Okay, guys, that's it. Thank you very much. We're at 1 hour.

01:00:56 Big shout out to Dub for time stamping us. Great stuff. Uh, do the crypto quiz so you understand your weaknesses. Link below as soon as possible. And enjoy your Tuesday. Tuesday, we're going to be back tomorrow. Enjoy your uh Tuesday. Let's see where the price is. Up or down or sideways? We're going to see it. We're going to see it. Now, guys, have a good day and goodbye. Goodbye. Goodbye. Bye.