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BITCOIN: BANANA ZONE COMING (yes)!!!! 🚨🚨🚨 Transcript, AI Summary & Key Points

Ivan on Tech · 10 hours ago · Entertainment · 01:00:11 · EN

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00:00 is here. Final coffee. Oh yes. Oh yes. Yes. Yes. Guys, welcome to another episode. And as you can see right now, we do have Bitcoin still at around the 200E moving average. We have very nice support by the 200E moving average. We're holding on quite strong. If you look at the stock market, stock market has been super volatile during the last week or so.

00:20 Many stocks went down. Many hedge funds got liquidated, including the Leopold guy. Remember the wonder kid Leopold his fund liquidated sold to Citadel. Citadel now is laughing. They're laughing. They're laughing. They love they love the current situation. There is this clip of Leopold. But in reality, it is Ken Griffith from Citadel that is enjoying his new assets.

00:46 New assets. Ken Griff Gri Griffith Griffin Citadel is up billions this week after scooping up most of Lioo's AI stocks. Here are some of the holdings and how they perform since the news broke. Up 48% 40% 30%. So you have all kinds of pumps in the AI stocks because Citadel bought Leopold's fund and said that bull market is back. We're going to continue to the upside.

01:14 No Fed rate. Before they said Fed is going to increase rates. Then once they bought they said no Fed rate is going to be increased. Okay, very important. So meanwhile, Bitcoin has been consolidating here, holding this 200 week moving average as support. We're yelling every day. We're yelling and yelling and yelling that it's important to buy here in the buy zone.

01:33 It's important to DCA here in the buy zone. Yes, we're still in bare trend. Yes, potentially going to go lower, but you need to switch your brain to bullishness so you're not stuck begging for lower prices when the market shifts because the market can shift at any moment. And now is the time to speak about the banana zone. It is actually time now to speak about the banana zone.

01:53 Now there are some people that have been bullish all along since October, they have destroyed their audiences. They have wrecked their audiences. Alan's down 80 90%. Bitcoin down 50 plus%. So everyone who has been a mega ultra bull all along since October, they have been wrecking, destroying, making their audiences poor. They've been saying banana zone at totally the wrong moments.

02:19 totally the wrong moment. You have to read the room. You need to have situ situational awareness. I mean just like Leopold's fund is called situational awareness. We have situational awareness on this channel. And at some point based on your situational awareness, if you read the room, it's time to say that banana zone is more likely. And now is such a time when you have the Fed injecting over 8 billion into the economy.

02:47 you know that things are warming up. Printer is getting dusted off. Dusted off and yeah it's going to be fantastic ride. You have to also look at the fact that the bears need to read the room. I mean I just read it before going live. A dumb to 50k may happen but the tide is shifting. DC here is smart. Bulls that did not sell in Q4 2025 are dumb and bears that don't buy now in late 2026 they're also dumb.

03:16 Okay, very important. You have to understand the timing of the market. The same asset if you buy it at the wrong time can destroy you or make you rich. Just like we said, don't touch SpaceX. Don't touch SpaceX. Don't touch SpaceX. Don't touch it at above 200. People touch it, they get wrecked. It's the same asset, but now actually that SpaceX is super cheap.

03:36 SpaceX is finding a bottom. Look at what's happening. Look at what's happening. We actually now have a potential bull flip. Now uh it's going to open lower. The bull flip is not confirmed. We have to close five candles and it's going to go lower. But you understand at some point it's going to go to bull here on the hourly in SpaceX. It's going to be fantastic.

03:57 When I go we're going to go to space together with Elon. So it's the same asset. That's why focusing only on fundamentals is not good. It's the same asset man. The fundamentals in SpaceX maybe are even better now because Elon had a few more weeks to work. But you can buy it now more than 50% cheaper. So it's it's which fundamental I mean you understand fundamentals are better but price is cheaper you understand it's the same asset can make you rich can make you wrecked but now that t is shifting for crypto it is the

04:24 banana zone picture that needs to be drawn for us we need to see a big fat banana in front of us and it is bullish yes and most people will miss the rotation they're going to miss the rotation why because now they're in AI you know they love as listen they have fun so much look at bitcoin bitcoin is so cheap at 200 week moving average. Can AI stocks pump more potentially?

04:45 But the big opportunity now is Bitcoin is crypto. AI stocks were the big opportunity when we told you that they are an opportunity six eight months ago. We rotated from crypto into into AI stocks. Jason in Bulmania, he's speaking about it every single day. He's covering the market every single day for our members. They're saying what is the current u the current trend.

05:07 So AI stock for us it's a it's not a new opportunity. Can you still squeeze some juice from it? Can it still go up? I mean, they can still go up a bit. There are still some bull trends, but the big big opportunity is the banana zone in cryptos, which will happen because you have sailor selling. Sailor is dumping. Every day there's news that he's selling.

05:27 Jim Kramer sold. He said yesterday due to quantum thread, he sold. Cold card is the FTX of 2026. Bears are running out of time. And just to make it super clear, of course, we don't know the future. I don't know the future, but we position ourselves in the best best way possible. We DCA slowly here in the green zone. Is it possible we go to 50? Like anything is possible.

05:51 Anything is possible. It's possible that we go to 50, we're going to buy more. That's why we DCA slowly here in the buy zone because it can go lower. And then the big picture is that tide is shifting. Tide even if we go lower is good. You can buy cheaper than Valhalla. Okay. Well, what do you want? It's fantastic. Hunter, Hunter Hley from Bitwise. Now this Hunter guy, he wrecked also his audience.

06:09 When we read this bullish guys, understand that we're not like them. I mean, they wrecked all their audience. This hunter guy, he wrecked all his audience. He wrecked all his audience since October, since Q4, he's been destroying his followings, his Twitter, his Twitterers by shilling and shilling in the wrong direction, in the wrong time. But the thing is now is the right time.

06:28 So, he's shilling now in the right time. That's why we kind of agree with him. Okay, I'm the best friend of all retardio bull now. I'm the best because now it is the time to be bull. Before it was not, now it is. So look here. Hunter that wrecked many followers is now saying, "I've been in crypto for eight plus years. For the first time ever, substance has gotten ahead of price."

06:49 I agree by the way here. I agree. I I agree with Hunter is fully correct here. He's been incorrect a long time, but now there's time to be bull. He's correct. It's happening. Crypto is going to update the system. Not done, but can't be. Okay. Okay. Then some uh this bull uh bull bull market thing. Anyway, it's true. The fundamentals are better than price.

07:06 It's true. It's true. Look here. Bitcoin depressed. People post this short. They say, "Oh, look at NASDAQ. Look at S&P. It's so so much better than Bitcoin." But there's going to be a catch-up trade. There's going to be a catch-up trade at some point. Again, don't underestimate the the opportunity when people are apath apathic. Apathic. They have apathy.

07:24 They don't care. Now, no one cares about Bitcoin. You ask Wall Street, no one cares. No one cares about Bitcoin. No one cares. And they show chart like this and instead of seeing opportunity, they see, oh, it's wrecked. It's wrecked. It's going to go lower. Okay? Okay, it's going all over and again it may but at the end of the day we are in the bison zone.

07:42 We're below the 200 week moving average. Uh Bitcoin spends 90 plus% of the time tracing above the 200 moving average above the white line and we we are below sometime exactly second we're right above it but you know yesterday we're below it. We're below it every day basically. Okay so that's that. Next, next, next. Just one more dip and I'll buy. Is the same mindset is just another 2x and I I'll sell.

08:06 That's true. That's very, very true. Look here. Leopold, what's happening? Leopold wrecked, wrecked, wrecked. And market now is continuing. And also gold and silver, guys. If you are gold and silver bug, you have a bit of a pump today because almost 600 billion has been added to gold and silver in the last 4 hours following reports of a possible US Iran deal.

08:27 These assets guys they trade how the hell they want. They trade when they should be risk off but the risk on. Okay. When the deal happens instead of dumping they pump. They should dump. I mean theoretically when things are going well in geopolitics you know deals are happening. Gold and silver should dump. But that's the thing. You try to analyze too much you're going to get yourself wrecked.

08:49 Just look at the chart. They pump. Good. Bullish bullish bullish bullish bullish. Now bitwise CIO Matt Hogan also wrecked all his followers since uh Q4 but now actually he's correct because now it is time to be bull. So just again another disclaimer that uh we are you know we're so close we're brothers in arms now but uh uh not not before not before but now he's correct.

09:13 Listen to this. >> Yeah I think I think 250 to 400 is a reasonable range. Um look I continue to think it's on a path to a million. I think the the next bull market probably has the largest market cap impact of any bull market but a smaller percentage that gets you to something like 250 is a double but it's also a couple trillion dollars. Uh it just takes more to move this asset than it does in the past.

09:38 Uh, but I do think there's a lot of capital from the financial advisor community, from the family office community, from the large wealth management platform community that's going to come into the market over the next two years. Um, and I think that'll contribute to a nice healthy >> nice healthy banana zone. Exactly. So, we're now here in the 200 moving average.

10:02 Every single financial analyst, every single family office, everyone who knows anything about trading, they know 200 week average is fair, cheap price for an asset like Bitcoin. Just like I've been telling you, Microsoft at 200 week is cheap. Microsoft 200 week is cheap. We've been telling, we've been telling, we've been telling, we've been telling.

10:19 You don't listen. You maybe you listen. I don't know. Let us know guys, you listen or you don't listen. I've been telling you at the Microsoft is cheap. Microsoft is cheap. M I've been telling you and telling you and telling you you had here since March to to accumulate around 200 week I've been telling you and boop now explosion to the upside fantastic fantastic fantastic Bitcoin is going to be similar guys I mean you're going to be surprised when Bitcoin actually moves off of the 200 week people going to be so

10:45 surprised so surprised but at the same time I mean just as a reminder because when I say it some people think I'm Nostradamos I know the future at the end of the day we're just positioning ourselves in the best probabilistic way Okay, as you can see, we're still in bare trend. So, more downside is possible. But, you know, a few months here, a few months there, we're running out of the bear.

11:04 The bear continues one year normally. We're now two months to go. So, can we go lower in the Maybe it goes. I don't care. I mean, we're we're DCAing here anyway. It's a it's a known decision that we are at 200 moving average. Even though we're still in bare trend, we are buying here slowly DCAing because we think Bitcoin is going to do well and we want to buy at 200 week moving average.

11:23 Nonetheless, it's a known decision. known decision knowing that there's potential more and downside. Okay, fine. Go to go to 50. We buy more. Go to 40. We buy more. Do it. Go. Go now. Go. We buy at 50. We buy at 40. Okay. Very important. Very important. But see, the only way you can execute at the level that we execute is if you're not needy. See, most people they're so needy.

11:44 They they're so needy because they don't have a system. They don't have strategy. So, they try to buy at the very bottom and if it goes lower, it feels bad for them because they're so needy. They need to buy and it goes up instantly. They that that's how they need. They never get that because it's impossible and they they get mega wrecked always. Okay.

12:00 They're so needy. It's pathetic. It's pathetic. Instead, if you can execute at the proper level, you know the mechanical rules, you know the trading secrets we share in uh bullmania for you. It's uh fantastic. Fantastic. So, if you are not part of Bulmania, go to bullmania.com. Uh sign up for the wait list. We are releasing some slots every week because we need to speak with you before you join.

12:21 So some slots every week we can speak with you because we only allow people who are serious where we also know that we can help. So we need to look at how you've been trading in the past. Uh so go to weight listbulling.com because this bull market is the best thing you can do for yourself. Finally get your mind proper. Okay? Finally get your mind proper.

12:38 Now look here Michael Bur man this guy Michael Bur I love him for 2008 but he's been saying now for 10 plus years that collapse is coming and we just go higher and higher. and he's saying now we're near a major top possible 1987 type fall. Yeah. I mean the thing is he should have just been quiet since the movie because in the movie he's portrayed as a genius and yes he was correct but the thing is he's bearish all the time.

13:04 So yes if you're bearish all the time you're going to be correct at some point you're going to be correct. I write about him in my book also. When you look at his track record it's actually not that great. I mean, yes, he did get one call correctly, but he probably lost all the money he made in 2008, just being wrong since then. I mean, listen, you don't need to nail a recession uh and then lose all the money n trying to nail all, you know, 50 of the last two recessions.

13:31 I mean, you also lose a lot of money going short when they just continue going up. So, it's better to just follow the trend. You don't have to be the super uh Nostradamos uh in order to make money. You just have to follow the trend. That's why we're so humble. We're the humblest channel because we just follow the trend. I don't tell you, you know, there's a top or whatever.

13:50 I mean, who the hell knows? We just follow the freaking trend and then we have some signals when it is 200 week moving average in Bitcoin or Microsoft. We know it's cheap, so we buy there because it's it's it's common sense. 200 week moving average. As you can see, it's simplicity. Simplicity in execution, simplicity in thinking, discipline. Most importantly, discipline.

14:07 discipline and when it's when it shifts from bear to bull you have to shift it's part of the discipline some people they get confused like Ivan but you were be bearish a month ago now you're bullish correct a month ago it was it was bearish now we are in the buy zone so it's bullish people in October 2025 they said Ivan but you were bullish a month ago why you're bearish yeah correct bitcoin moon and then it stopped mooning and then it topped out so we're bearish we're we we're bullish until the top and then when we

14:36 see more and more signals of the Oh, we're back. I mean, that how else you want? How else you want? Oh, you want to watch, you know, Matt Hogan who is bullish all the time. You get wrecked, but you feel Is that what you want? Crazy. Crazy guys. I mean, it's one of the symptoms I know of the pleb when they're like, "But Ivan, you were bullish a month ago."

14:54 Yeah, exactly. Market was bullish until October 2025. Look at the chart. So, I I was bullish until Exactly. Exactly. Like, what? How how much more can I do than to be bullish until October and then be like what do you want? Like what else you want? Okay, let's look at scenario. I'm bullish until December. Many orans already wreck it. Would that be better?

15:17 I mean see people they have sick brain. They have sick brain for for somehow for them it's better than that you are incorrect but in their brain they want you to be wrecked together with them. I mean I see it all the time on social media. They see it all the time that I what's happening you were bearish. Exactly. Market change. Anyway, it's part of the discipline.

15:33 Most people are not disciplined. So, why am I uh pointing out this uh this situation that I'm facing where people like but you were bearish last month because see it's the same uh the same mindset they have in their portfolio. They want to be consistent there because that's what they they want from me. They want from me to be consistent. So, it's the same opinion all the time.

15:51 So, they have the same mindset in their portfolio. When the market starts going against them, they invent new reasons to be, let's say, bullish. In Q4, most people, they invented new reasons for themselves to be bullish. Yes, they're going down minus 20%, 30%. But they invent new reasons and they want me to be the same. So, they don't have discipline in execution.

16:12 My point is these people don't have discipline in execution. When new reality shows up, they don't execute. Okay? So, anyway, go go to bulma.com. Uh bop go to weight list. very important very very important um omniscent saying Ian mid-occtober call was epic won't miss next that's why you subscribe you smash the like and by the way big shout out to dab who is time stamping us today fantastic fantastic thank you very much moving on guys moving on guys uh so uh SBI group this is from some China stuff um Japan Japan stuff

16:47 and uh announces acquisition of cryptocurrency exchange Bitbank okay there you go uh next next Treasury Treasury Secretary Scott Bessum drops this chilling line on the Iranian regime. He's tracking Ayatollah's accounts and assets worldwide and just froze 130 million in crypto wallets. Let's see what the hell he's speaking about. This must have been some week ago or something because BTC was 66.

17:12 Let's see what he said. most if not all of their capability to rebuild and then we moved on to what we call economic fury and that's a one-two punch. It's the blockade and then what we're doing at Treasury and we are tracking these. >> But guys, you remember with Scott Bessant, this crypto freeze is the last thing you should worry about because Elon Musk got a black eye from Scott Bessant.

17:36 You should Google this. We actually researched this a few weeks ago where Scott Bessant went ninja mode and basically tackled Elon Musk. This was at the beginning of the Trump second presidency. So Iran, they should be mainly worried about his attack league and his ninja move. Okay, he went full berserk. I mean, you can Google this. Google Scott Bessant Elon Musk fight.

17:57 Google Scott Bessant Berserk Elon Musk. Google Scott Bessant Ninja. It's true. It's true. Accounts all over the world. Uh we froze a crypto wallet leaked to the uh IRGC the other day about $130 million. Uh we have anyway you get the point. So he's he's coming after their cryptos latest in Tessa S. Paulo Italy's largest bank tripled its staked ETH ETF holding to Oh my I was so excited reading it.

18:26 Then I see 7.1. See this is why there's a saying Europore. I mean everything in Europe is small. Your salary is small. Everything your house is small. Uh everything is small. I mean the good thing is your food portion is also small which is very healthy. That's the only good thing. Everything else you don't have AC you you I mean for them $7 million is big you know in the US it's it's the largest and they tripled.

18:52 It's tripled. So they had two million man it's oh I I feel so bad for for EU for Europe. I feel so bad so bad. And I was so excited to tell you a big number because Italy's largest bank tripled its staked Ethereum ETF to to two, you know, maybe 7 billion, but now 7 million, man. You can barely buy a house with this. In Italy, you know, it's expensive, man.

19:18 Maybe you can buy two. I mean, you understand. Let's move on. It's Europe horsemen. They have no money. They have no money. They have no money. They they still think that they are big, you know, you know, they still think maybe Roman Empire. I don't know what they think. They think that they're better than the US. I mean, that's that's the most ironic.

19:35 The Europeans think that they're better because US has Trump. Oh, Trump, he's so crazy. He's so crazy. But we are more, you know, educated. We're more classic. We're more classy. We're more classy. We have more regulation. US, they're so crazy, man. They don't have GDPR. But we in the EU, we're so classy. We have GDPR. We have regulation. You cannot remove the cap from the can.

19:55 So when you drink you have plastic cap in your nose. It's crazy guys. It's crazy. If you are from Europe, big big shout. Let let us know if you are from the EU. Let us know if you are Europore. Write in the comment section. I am Europore. I am Europore. Plebbe. I am Europore plebe. Write it. So we know we know who that you are here. Big shout to. Big shout to we.

20:19 We work together. We work together with you. Okay. If you are Europore plebber, go to bulma.com. and sign up here for the weight list. You really need, you really, really, really need. Okay. If you are Europore, okay, good, good, good. Now, no, no, no. Chain link recorded 1.6 million link in net exchange outflow. There you go. Be careful if you have if you have Well, actually, it's good.

20:42 It's good. So, they but they can sell on decks. They can dump on decks. So, really doesn't matter. BTC ETF flows are inversely correlated to the price. Major outflows have repeatedly aligned with important bottoms. There you go. While aggressive inflows appear closer. Yeah. Because all the institutions they also fomo in on the top. Exactly. Exactly.

20:59 So now that there are many outflows, no one cares about Bitcoin. No one cares about Bitcoin ETF. You understand? It's a good uh good time. Good time to be bullish. The people who are who are announcing Bitcoin self custody is dead are sorely mistaken. I it's one of these like orange background guys. Uh which is retardio. It's like you know mega Bitcoin maxi etc.

21:19 But he's correct. is correct that you know if you are a bit technical you know what self custody is for example if you've taken Bitcoin and blockchain 101 which is by the way in the uh Bulmania educational platform also our good old Bitcoin and blockchain 101 man it's fantastic it teaches you what Bitcoin is how it works because then you understand what self- custody really is how self- custody uh wallet works etc etc that actually doesn't have your keys it just it just a sorry it actually doesn't have your coins It's

21:52 just a key. It has your keys, etc., etc., etc. Anyway, uh let's let's actually skip this guy because mostly it's a bit fugazi, but he's correct. If you are technical enough, good, but most people are not. So, for them, a bit of ETF, a bit of exchange. Use your brain. There's no black and white. There's no black and white, guys. Uh SpaceX is now the second most trade market by 24hour on hyperlquid on hyperlquid.

22:11 And Elon has come out with some bullish news. Look here. SpaceX has announced a partnership with Nvidia to develop Star Mind AI1 satellite computing payload. Wow. I love it. I love it, guys. It's uh we're getting to Starcraft, you know. We're getting to futuristic. We're getting to futuristic. So, I would love to have SpaceX once they go bull trend on the hourly so we can I can be part of Elon.

22:40 I want to Elon and I we're going to be one. We're going to go together to space. We're going to launch Star Mine. I'm going to be shareholder. Very, very nice. But not now. Not now. Now is still bad chance. So be careful. We don't want to lose money. We only want to make money with Elon. Even if Elon I mean I love Elon, but uh if he he loses me, money is bad.

22:57 He needs to give me money. His stock needs to make us rich. Not not make us poor. Not not make us poor. Most people they buy SpaceX too expensive. They they are poor. Okay. SpaceX is partnering with Nvidia to design the Star Mind AI1 satellite. Each of the star mind satellites will include invisia rubin GPUs and vera CPUs for data center class space compute.

23:19 Wow. Wow, man. I love it a lot. It's going to be data center here. You can SSH into your freaking computer. Ubanto. Ubanto. You say yubanto or Ubanto? Your Linux. You're going to be SSH into your Linux. And the freaking Linux is in space. You guys know how you pronounce YubUbunt. But if you are nontechnical, you don't know. You don't know Yubanto or Ubuntu, however the hell you pronounce.

23:49 I don't know. You only know Windows or Mac. Maybe you know, maybe you know maybe you know iOS. Yubantu is only for the geeks only only for those that can SSH. If you don't know what SSH is, you you're you're uneducated in in the technical space. It's okay guys. I'm uneducated in different other ways. Uh, if you don't know SSH you bundle, you don't know.

24:10 But if you know SSH, how to SSH, we're going to be sshing sshing into our computer in freaking space. There you go. Very nice. Very nice. Uh, Fibuse Playus. Okay. Okay. Yeah. Okay. Moving on. Justin Trump declares America is winning. Yeah, that's true. That's true. We're surging. Fred to inject over 8 billion. you know that for some reason nobody seems to care about Nvidia anymore but every major a earnings call still ultimately ties right back to Nvidia.

24:38 Yeah. So still a lot of earnings in the a space whether there's going to be real customers for paying for it is a big question. So there's a bit big question mark on the whole AI space still because now it's the capex it's all the investment that is paying all of the different AI companies AI infrastructure companies but when it comes to end client paying for thing things is not too much so yeah let's see for how long it continues we're bullish until the [ __ ] stops in in these different stocks look here the US stock

25:09 market is at alltime high and everyone who told you blanket tariff securing the southern border or war with Iran was going through a inter recession. Was that wrong? Yeah. I mean, for now, for now. Listen, we're bullsh don't see Pompiano Pompiano, he's too political. I mean, he he loves this administration, which is I mean, it's good. It's good. He's licking this administration, you know, where and it's okay.

25:32 Listen, it's okay. It's just that we're apolitical. And if things go bare, we're bearish despite the polit the politics. Okay? Despite the politics. So, bull trend good. Whatever politician, it's secondary secondary. secondary uh and uh yeah uh we we transcended the politics guys we transcended politics we're on a level which is beyond we are here to trade to make money to grow portfolio we're here no no matter which politician you know kamala what you have but it is true that when it comes to regulation this one has

26:04 been very good while the last one tried eating us alive with Gary Gensler it's true you cannot remove that you cannot remove that factor the last one with Gary Gensler when he people have forgotten I mean people have forgotten Gary Gensler called us scammers uh tricksters and uh that everything is a security. It was you know just a few years ago. People have forgot.

26:24 People have forgot. So Bank of Korea announced it will resume physical gold purchases for the first time in 30 years. Good. You need physical gold. If you're a central bank, you should have physical gold. Senate. Okay guys, let let's speak about our favorite topic, the Clarity Act. The freaking Clarity Act. Nothing is happening here. The Democrats are holding are holding it hostage and u likely it's not going to pass guys.

26:49 I mean how many days is left? It's like two days left. Maybe it's maybe three including today. It needs to happen this week. My understanding needs to happen this week because later everyone is going to be on vacation. And then for some reason I mean maybe if you are US political expert you can tell us but for some reason they say that it's not going to happen until 2030 because they're going to have other things on the agenda midterms.

27:11 etc., etc. But why not if it takes 30 minutes to vote? I mean, what's the problem? So, uh, but it's true. For some reason, it's true that, uh, they not they will not be able to get it through until like 2030. If they don't get it now, so Senate Democrats plan to block closure. Never heard this word. Closure. What is this? Educate us guys in the comment section.

27:35 I'll take some coffee. But look here. Block closure. Closure. Closure. Maybe misspelling closure. Closure. You maybe meant closure. Let me know. Anyway, closure. They're going to block the freaking closure on the clarity act saying tunes tun crypto negotiation have stalled without progress on a bipartisan ethics deal. So this thun guy, how you pronounce tun tun.

27:58 Anyway, uh he is blocking Trump. I think he told him personally to stop blocking. Where is this Trump thing? Uh, hey, let's take it one one last time. Senator K just called on the Senate to vote for Bitcoin and clarity immediately, immediately. Immediately, immediately. Let's listen to this. And if there is a motion made on this floor to have us remain here until we until we get our work done, I'm going to vote yes.

28:32 I'm going to vote yes. I can tell you right now. And what is the work we need to get done? In no particular order, we need to pass the Russian sanctions bill. We need to pass the budget resolution which will include election integrity. We need to confirm Todd Blanch. We need to pass the continuing resolution to keep government open until December the 11th.

29:02 We need to vote. Yeah. I mean, you understand he he's speaking about other things, but you understand he needs the freaking clarity. Now, what is this guy saying? >> President, when he says he wants you to stay in session, wants you to pass the Save America Act. >> Well, I think the president um I've heard him heard from him a couple times this morning uh on issues that he cares about.

29:22 Uh I don't wouldn't say I'm isolated. No, I mean, I've been very clear about the prospects for the Save America Act. And the only thing I've said all along is there are one, we have voted on the Save America Act five times. It was the pending business on the floor of the Senate for over two weeks. >> Is this the tuna guy? >> And I am willing to in any way possible uh get that across the finish line if there is a path to do it.

29:45 But there are two realities and two facts you have to deal with. The first is there are no Democrats who are going to vote for this. All 47 voted against the Save Act five times. So let's make this >> anyway save guys. Let's just go through this quick complaint. >> Oh up. So so we understand the the latest but uh yeah it's like few days left. Let's watch uh American media.

30:11 What's this? Wake up America. Let's wake up. >> We need to have a vote on it. We have to stop dragging our feet and delaying. I I hear complaints. People are saying well I don't necessarily like this regulation. And I don't necessarily think the eth ethics provisions are strong enough. Well, there are no rules governing this right now. It's time for America to lead.

30:30 Uh when you have no regulations regarding this, when you have no ethics standards, the the ones that have been negotiated year after year on this by part on a bipartisan basis. >> Hey, it's the same guys. We need ethics, ethics, ethics, ethics. So, uh clarity act, I'm just going to skip but but man, I need the videos. Let's see. Let's see. Let's see.

30:47 I miss what they say. Let's see quickly here. Under the last administration, we saw regulation by enforcement. We saw regulation by confusion by a lack of clear rules. And really, that's all that we're trying to accomplish here is to get some clear rules and standards around this new technology so that the United States >> Yeah. Yeah. And you need some some sound technician needs to check his mic is clipping clipping clipping too much.

31:09 Uh yeah. SEC and CFTC issue landmark joint guidance on classification of crypto assets uh under uh this was in March where is it's from March no this from today this is the old framework so what's going to happen is in case they don't pass clarity the FCC and CFCC are just going to regulate themselves without a a federal law so they're going to just figure something out themselves in the meanwhile but it's of course better to have clarity act clarity passages needed to keep us competitive, says Tom Lee.

31:44 That's good. That's good. Listen, guys. Let's go to Q&A. That's it. That's it. Let's go to Q&A. Questions, answers, debates. It's It's the same as yesterday, guys. We We don't have clarity. They want clarity. This guy says it's time to get clarity fast. The other guy says, "Oh, no. What about ethics? Ethics, ethics, this and that." Uh, yeah. Let's see what's going to happen.

32:04 Let's see what's going to happen. Let's go to get a name. And as always, big fat shout out to who? To Dub, who's time stamping us. Fantastic. Zit guys is fully fully captured. Correct. Correct. Correct. Correct. So, let's go to Q&A. Let's go to Q and A. Oh, by the way, guys, if you are in Bulmania, we're shipping the Bulmania AI way sooner than we thought because it's basically more or less complete uh to be released.

32:36 I mean software is never complete but to be released. So yeah it's working very nice. We're now deploying it. We're now testing the final things. It's very nice because I mean you can ask for example here I asked that what flipped bullish or bearish in the last seven days on the weekly what is being said about this assets on X and it tells you for example unis swap is now bullish.

32:58 Uh all these different things um have flipped. Okay. And it tells you what happened. Demand zone absorbing unis swap sits near yada yada yada. On next conversation centers on the fee switch. Okay. Then what's bearish? You can read here what's bearish near co-founder Ilia has proposed establishing a near sovereign fund etc etc. So this way you have context.

33:25 You have context. What the hell happened? You have context. What the hell happened? Very important. Let's see here. Oh yeah, and here is when I do research myself every day, just ask it, you know, give me um g give me some topics to discuss based on the recent 24 hours on Twitter. Very very very nice. And you can the good thing is you can save. We did a nice feature here.

33:50 Look here, new chat. For example, each and every morning I click here, stream morning brief, and then it just pastes in my prompt for the stream morning brief. Uh crypto weekly alpha flips. You click here, boop, it's going to be crypto weekly alpha flips. If you save them here in the saved prompts. So, it's very nice. You can basically save prompts if you because you know in crypto we do things the same every every day every day.

34:13 Okay. What's the latest with machetecoin? You can say for example, you can have a save prompt here analyzing your portfolio. So, you can see for example, you know, let's say you're a bag holder. You say I have ADA, I have XRP, I have what else? If you are a bag holder, you have maybe you have uh what else? Dot uh please analyze the latest uh the latest about my portfolio.

34:43 Okay, so you save it here. You say bag holder bag holder portfolio update. Okay, you're a bike holder. That's okay. That's okay. You save. Boop. So now that I saved this prompt here in settings, if I go to new chat, you see here it says bag folder portfolio update here. Okay, let's see. Let's see. And now just paste my prompt I just did. So every day you can come in, you can say what happened to XRP add to dot and uh it's going to analyze.

35:14 It's very very nice. It's very very nice and you save so much time from Twitter brain rot brain rot where you just you know it feels productive. You scroll Twitter, you think you're updating on your coins. Instead, you get lost in politics and drama and all kinds of stuff that tries to grab your attention. So guys, Q&A, what's happening? What's happening?

35:39 I which stable coin you trust the most, feel confident? Uh I I cannot give you a single one. I mean all of them have issues. So just spread out. You have D, you have USDT, you have USDC. just ensure that it's uh native uh native on on the chain. there's not like a bridged coin but if it is natively issued uh USDC or USDC good it can be on different chains and uh then you have D decentralized but there's no perfect answer I mean you can get wrecked in in any of them so you just need to know that okay look here guys look

36:11 here you have ADA XRP ADA is the strongest name in your bag this week just printed a one month uh high near 0.19. See guys, if you are ADA, something is happening here. Your your bag holding is is going up a bit. Cardano rallies to one month high while holder count keeps slipping. Guys, ADA, you're eating. You're eating. XRP is the heavyweight by market, but the software on price.

36:40 Okay, XRP not doing too well. You can see here momentum fades, but the bullish structure holds. Some coping about XRP. Whale accumulation. Whales are pulling coins of Binance. some coping. Dot. Oh, DOT is up nicely on the week, but it is the quietest name in the portfolio by a wide margin. No one speaks about DOT. The the single high reach post in the last couple of days actually highlights the opposite.

37:08 Defa Lama showed just four defy up level transactions on August 3rd. Yet, token still climbed. Yeah, because whatever happens on chain doesn't matter. It's going to pump or dump based on uh market maker what the market maker is doing almost no ker no major update upgrade headlines and very little narrative oxygen. So every day guys now you go to new chat every day you can click this button and get an update about your bag holder.

37:36 Now uh let me remove this one bag holder portfolio. We remove it but you can create your own. That's the thing. You can create your own. You can create your own. Oh, Matt, you can you can check on the hex. Okay. Okay. I Let's create let's create it together. Uh hex updates. I am mega uh hex and pulsechain holder. Please give me updates. Okay. Okay. So, Matt, for you this going to be perfect.

38:17 I think this is the product for you. You go to new chat hex updates. Let's see what it says. Let's see what it says. I think you're going to like it. I mean, even if you even guys, even if if I say things you don't agree with, like to you you're still going to love the AI because the AI is going to mirror what is on on on Twitter, then if you ask it is it a good time to buy, then it will tell you according to mechanical rules, according to uh to proper trading, you should stay away.

38:43 But if you want to discuss bag holder stuff, it's going to tell you, yeah, people are bullish. Look at this guy bull posting. You can you can be in your La La Land Candy land unless you ask is it good time to buy? Then it's going to tell you, yeah, you're what are you saying? Is bad trend is very bad, yada yada. But if you don't ask it, if you just keep to, you know, let's discuss sentiment, you can be in your La La Land.

39:06 You can you can check in on your bag holder friends every day, every day. Every every day. Okay. Fantastic. Fantastic. So guys, let's see. Let's see. Fellow hexagon, the purple chain. Why it's purple? It's really the purple ch. Okay, maybe maybe it's purple guys. It's finally showing some life after the long grind. See, this is what I mean. You you get good good positivity here because it it reads that you are bulling and it loves you.

39:34 It loves you for that. Here's the live picture of a mega wrecked hex plus pulse bag holder. There you go. Look, hex + 12 + 83 plus 134 in the last 30 days. The problem, guys, is if you're down 99% from $100 to $1, even if you go up 130%, you're still at like two. Okay, you're still I mean, this is the problem. The problem is still 99.8% down from alltime high.

40:09 Good. But the recent good good but the recent bounce has been the strongest move in the ecosystem. Thin liquidity is helping it move faster than the rest of the cores. Exactly. Somi is here trying to shill it. Good. Good. Pep lord. We have pep lord here. Dips are for buying. Okay. It's brutal, man. It's brutal. It's brutal. But see, I mean, now you guys are eating.

40:44 You guys are eating a bit. Make make some noise in the comment section. Your friends saw me. Palshin rising tide lifts all friends. There you go. Hex leadership. See, see, you can you can you can circle J here together in the with the AI. You can find your fellow circle jars. You can see. So, if you want to follow, for example, this guy, this guy, do you follow this guy, Matt?

41:08 Now due to RAI you know you know you know you can circle Jay together you can he can he can be your bag holder friend giving you hope every day. So uh h leadership Richard has been posting about bitcoin mechanics. Yeah I mean it's so interesting that the messiah is posting about like security stuff and he's always like commenting on everyone's hacks but the thing is people lost more in the hacks and piles than any of the hack because without even needing to have a hack.

41:34 I mean, you understand just from market dynamics, it dumps so much. Most people lost way more than they would if they had, you know, one of their wallets hacked. You understand? Uh, so the angle for a lo see this is why you you need to adjust your your prompt. So, it's a bit personal because then our bullmania AI, the the wisest AI is going to tell you the angle for a longsuffering holder.

42:00 You've been mega wrecked with the rest of the faithful the last 30 days. finally gave Hex a triple digit bounce and the chain is printing green candles all good good sentiment has clearly shifted from pure despair to dips are for buying again classic pal chain bipolar energy liquidity is still thin stay liquid enough to brea you're down 998% stay liquid enough to breathe keep an eye on whether the this hakes leadership continues and enjoy the fact that the chat is finally green again.

42:32 Amen. Amen. Bullish on P. Who are the loudest pulsing voices turning bullish on PI? Oh my god, guys. Oh, I I mean I I lose IQ points just uh searching this stuff. But let's do it, guys. Let's do it. See, this is this is why, you know, there there's the saying that never battle with a pig because the pig is going to drag you in the dirt and he's going to enjoy it.

43:05 Okay? Never like try to fight with a the same as with pulseyans, you know, they drag you into their dirt and they enjoy it. They enjoy it even though like you cannot have normal discussion, but they enjoy it. They enjoy the dirt. They enjoy. So, we're now we're now participating in that. Let's wait for the response and we're going to continue. It's fantastic.

43:24 Fantastic. Let's see which voices are bullish on freaking PI. Ivan had to lose to immersion on the other side as Baba. Yeah, true, true. Big big losses. I I've had big losses in my career. All written in my book, the big big big big profits. Very important. Oo guys. Loudest pulsing voices on P of course. Saw me. What is this? Royson. Uh he's an emerging influencer.

43:55 He has for guys. Okay, this is the state of pullshit. This guy, he has 3.1K followers, 47 of them are smart. According to our wise AI, wisest AI, okay, so out of 31 300 3.1K, only 47 had science of intelligence of his followers. Okay. So the infrastructure being built on Palian is insane. Exactly. You can see from his tweets why it is like that. Uh this uh how can it be like this?

44:30 He has 8.4K followers. 18 are smart. This guy P. Let me see. Somi. Okay. Somi has 300. Okay. Has 300. 300 of you guys are smart. Okay. Uh this guy, he see he has no smart. He just has followers because he said $1 is inevitable. Fantastic. Fantastic. Fantastic, guys. Fun. Anyway, oh my god. It's fun, guys. It's fun. I love it. Oh yeah. I haven't check out Sana's disinflation.

45:16 Le let's uh uh let's ask the AI with that. I know they're voting this and that, but let let's check let's check the latest. What's the latest? What's the latest? See, imagine otherwise, guys. I mean, imagine if I if I had to like search everything like this myself, you know, go to Twitter, try to find out. We just ask the ever knowing, ever wise AI for for um uh insight.

45:45 Let's see what it says. So uh again this is coming to all the bull mania members. This why you know the value of bull mania it's skyrocketing so much. I remember a year ago we started with just education later we added the scanner now we're adding I mean it's it's skyrocket you know it's fantastic fantastic. Okay, while we're waiting for AI or actually it's here, it's here.

46:28 It's here. So to your question, see this is the best. Check out Sana's new disinflation. I ask it and then boop boop. Sana, it knows it's about Sana. I'll pull the latest. So digging into key voices. Bosana big supply side proposals just cleared their initial governance hurdles and are now in discussion phase before the final vote. So final vote is coming up.

46:47 There are two link proposals. Double disinflation doubles the annual disinflation rate to 30%. cuts emission by 18.9 million soul and again this inflation went to stakers so they need to figure out a way where if you stake you're okay if you if you don't stake you're also okay so they need to balance here resource and inclusion fee redesigns fee market so more value gets burned daily burn from 650 soul to 9,000 soul okay so uh disinflation cleared the initial vote good this was when was it with this tweet let's see you

47:23 can check Here this one was. Oh man, it was yesterday. It was today. Freaking it was today. It was today. Feburn proposal also advanced. Clear the initial voting. Okay, good, good, good. Who's driving it? Core ecosystem voices are treating this as a get it done week, not a slow governance theater. So Mert, this is now live. Mert pushing it. This guy lord huge huge week.

47:46 The burn uh proposal uh disinflation proposal. Stakers will be able to vote this time. Good. Good. So it's happening this week basically it's happening this week is this week if it can help the chart I think it's good for is good because the plebe doesn't understand that you can stake and you can get this inflation the plebe looks at the chart so for the pleb we need to draw a better chart needs to draw a better chart 100%.

48:09 Because the plebe does not understand that you can stake you get I mean you get this money you get the money you get the inflation but the plebby sees the chart and they that's what they see. So let let's put inflation in the chart instead uh issuance path gets steeper downward doubling this inflation. Yeah. Burns finally you you see here governance momentum looks real.

48:29 Yeah. Good. Good man. I just saved like five hours researching this. It's crazy man. It's crazy. So I mean personally I think it's good because the chart is the marketing the chart is what plebe wants to see. So if chart is better is better but of course you need to manage so if you're staking you still get rewarded yada yada. So there's there's a balance there's a balance.

48:58 Yes. Public portfolio coming once we go into bull trend. We're going to ride the bull like there's no tomorrow. off topic, but how long did it take your ad to get the Daytona? Oh, this one is impossible. This one you don't get get it from AD. I mean, many countries, this one in many countries, they have like a few of them. So, you're not going to get it from AD.

49:22 I from AD, I got the Sky Dweller. The Sky Dweller, that one probably you have a good chance of getting from AD. Uh, gold Sky Dweller. But this one, you cannot buy at. you need to go to um you need to go outside of ad. I mean, if you don't want to wait for like five years or whatever to really get that like a few single ones, but it's not it's not worth it.

49:44 It's not I mean, the thing is outside of AD, it's like three times more expensive because supply and demand. So, yeah, this one I I don't think you can get from impossible. There are like a few of them per country. Very very few. very very few. But yeah, it's amazing. It's amazing. It's very very nice. I mean, I love it. I love it. It's fantastic. It fits.

50:08 I I love blue, you know. I love blue. It's good. It's I love it. That's why, you know, some people ask me, Ivan, what's what's the next watch you're going to buy? I I don't I literally don't know what's what's better than this one. I mean, for me, this one is so good. I literally don't know what the hell else to buy. Uh yeah, let me know guys if you have any suggestions, but I I love it so much that I feel like finished.

50:30 Finished. What else to buy? I'm finished. Finished. Uh but yeah, maybe you know it takes maybe you know a bit of time then you start getting into you know you try you look at some content you you see some let's see guys let's see I mean you killed all the bears true true AP nowilus baguette dial never heard let me see but also I have a bit of a philosophy I don't want too many watches is because I want to wear them.

51:03 Like all my watches, they have uh they have um wrist time. I don't have a watch just uh laying around. I have this u where is it? I I I have the Submariner. This one is for everyday uh when I I mean I this one I don't I I don't use it like too much uh when it comes to you know every day dayto-day. Uh this one I use every day. This one it's very Let me see if I can focus it.

51:31 is the classic classic and no date no date Submariner. People say also, "Oh, but Ivan, you know, Rolex, they make more watches than Patek this and that." Yeah, it's true. But for me, guys, it's I just like them more. Like I like the design more. I I I check the others. I I don't know. It's It's very nice. Like it's very I I understand, you know, they make more than others, yada yada.

51:53 But this blue one, they they make a few of them. They just make a few of them. Yes, they make a million uh you know, like uh Oyster Perpetual. They make a million. Okay, good. Good. I mean, it's doesn't matter for me if they make a million oyster perpetual. So, yeah. And by the way, also another thing, you know, with watches, if you buy it smartly, you can always sell.

52:16 Like, for example, this Submariner in any country, it's like Bitcoin. You know, Submariner is like Bitcoin. It's liquid as hell. It's liquid as hell. It's like 10K or something. It's liquid as hell. So, it's like Bitcoin. So, you never actually It's not a cost. You understand? It's not a cost. But of course, if you buy wrong, it's going to be a cost.

52:32 If you buy something that no one else needs, but so mariner, man, I can go to any country. You want to sell it, it's going to be fast. It's going to be fast. It's going to be fast. So mariner is like the most liquid, one of the most liquid currencies in the world. Uh is is insane. It's insane. This most expensive ones, of course, they're not they're not too liquid.

52:50 I mean, you need to find the guy to pay six figure is going to take time. But Submariner, this one you can liquidate. So it's a bit like Bitcoin. It's a bit like another form of uh Bitcoin. But yeah, anyway. So, back to the point. I have this one for like every day uh every day. I have uh this one for special occasions like sitting here with you guys.

53:17 It's a very special occasion for me every day. Every day. Then I have the gold sky dweller which is um man so heavy. It's uh now I'm actually not sure what's the occasion for it, but it's like it's kind of like this blue one for special occasion, I guess. Uh but now that I have this, it's just so more comfortable. This one, I like this oyster flex bracelet.

53:40 It's very nice. So comfortable. The uh gold sky, it's a man, it's weight. It's like gold weight. You feel the gold weight, but it's kind of the same. Um, so yeah, I'm not sure I want more to be to be fair. I I'm I have this three full gold Submariner and this uh blue one. That's it. That's it. That's it. But let's see. Let's see. Maybe I'll I'll I'll develop more interest now.

54:07 People say now. Yeah, maybe that's the one. Now uh let's see what is the size of it because also I'm a big dude. I cannot have the small. Oh, they have 41. Okay, it should be good. If they have 40 41. Okay. Okay. But yeah. Yeah. Probably probably guys. Probably probably. So at some point probably yeah uh in cry. But now you know money now needs to go to crypto.

54:41 We're not going to buy more watch. Maybe in the next bear we exit the next bull. Maybe then it's a good time. Listen guys, that's it. That's it. Thank you very much. Thank you for being here yet again. Yet again. Uh, fantastic time. Fantastic time. We discussed a lot. If you're a hexagon, you have a bit of pump. You're still down 99.8%, but that's okay.

55:06 You have your bag holders together. Uh, give me some emotional support. uh as a rectang let's let's see guys you know with the eye product I've never actually tried to uh to ask give you some emotional support and then find found some random anyway let's see what it what AI gives you as emotional support guys but see here's the thing here's the market psychology if you are wrecked but the prices go up a bit you feel good even though you're down 99.7% or 99.8 Eight.

55:44 So I know you're feeling good. All the hexacans. Yeah, I know you're feeling good. That's very very good. You should have listened long time when I became better. You you would have 100 times more money now. But it's okay. It's okay. It's okay. I'm listen. You cannot change the past. You cannot change the past. You can only look at the future. If that that's that's a bit of emotional support for you.

56:03 Next time listen to Ivan. Okay. Uh I know I know you tried to cope. I know you tried to cope. You tried to say oh but Ivan he was wrong. Ivan was fully correct. I mean I don't know h how else you know to get it to but okay guys from AI message to you from our bull mania ever knowing AI brother come on being a wrecked hex hexan is a special kind of pain you didn't just lose money you sat through the longest cold this winter while the rest of crypto parted pal chain did not pump plus bull market did not really go above

56:38 the sacrifice price man I wanted emotional support I didn't want you to rub the salt in the in the wound. But okay. Uh God called the cult. Watch the chart go vertical. The wrong still refused to sell the vision. That takes a different breed of conviction. Most people tap out. You didn't. You didn't. You It's like, are you an idiot sandwich? Yes. But be proud of it.

57:05 That already puts you in the rare air. Yeah, guys. You're a rare air. I never heard anyone say rare air. So look at the tape right now because the universe just handed you a small a micro small small micro micro olive branch. Okay, it's not back and no one's pretending the draw down from the old heist wasn't brutal, but the bleeding has stopped and p and the patient is sitting up in bed.

57:42 Mental patient, guys. You're you're mental patient. You're sitting up in bed. That matters, man. This AI speak, I love the AI speak is that matters. Really? Okay. Momentum is a real thing. And right now it's pointing the other way for the first time in a very long time. You're not crazy for still being here. Really? You're not crazy, guys. The hex impulsion crowd has always been built different.

58:17 M. This AI, I love this AI. It, you know, it gives you compliment, but it's like it's a bit backhanded. You understand? You are not you're you're just different guys. You're not crazy. You're just different. Sacrifice time, belief when it was deeply unfashionable. Those trades don't suddenly become worthless just because the chart took the scenic route through.

58:42 Markets run in emotion. The deepest pain often sits right next to strongest eventual moves. So take the win for today. Breathe. Touch grass. If you need to laugh at the absurd Man, you you see the humor in this AI. You see the humor is super intelligent. It's like, yeah, you won. Great. Laugh at the absurdity. Yeah, you you're still in the arena while a lot of louder voices are long gone.

59:15 That that counts. I Yeah, that's that counts. I'm right here with you, Mexican. The wizard sees you. We're not dead. WE'RE JUST EARLY AGAIN. HOW it's so good? How it's so funny, man? How it's so funny? How so? I I didn't tell it to be funny. When we tune the AI, we didn't tell it to be funny. You're just early again. You good? Or you need me to talk more [ __ ] Poor pull more green candles.

59:46 Rose the I'm locked in there. There you go. There, guys. This show will not get better than this. You're you're just early again. Again. Exactly. Guys, Bulmania AI coming to all the Bulmania members. If you're not in Bulmania, sign up for the weight list. Bulmania.com. See you all very, very soon. Big shout out to Dub for time something else. And goodbye, guys. Goodbye.

💡 Answer

Yes, a Bitcoin banana zone is considered more likely, provided the market continues shifting from bearish to bullish; further downside remains possible.

🧠 AI Summary

Bitcoin is in a buy zone near its 200-week moving average, where slowly dollar-cost averaging is recommended despite the possibility of further declines to 50 or 40. The market is still described as bearish, but the tide is shifting toward a potential crypto bull phase or “banana zone” as liquidity increases, Bitcoin sentiment remains weak, and capital may rotate from AI stocks into crypto. The approach emphasizes following trends, adapting from bearish to bullish when conditions change, and avoiding attempts to predict exact tops or bottoms. The video also covers crypto regulation, institutional activity, SpaceX and Nvidia’s satellite-computing partnership, stablecoin diversification, altcoin developments, and the Bulmania AI product.

🔑 Key Points

  • Bitcoin is consolidating near the 200-week moving average, which is treated as a major support and buy-zone level.
  • Slow DCA buying is recommended even though the market remains in a bear trend and Bitcoin could fall to 50 or 40.
  • The market may be shifting toward a crypto bull phase as the Fed injects over 8 billion into the economy and Bitcoin sentiment remains weak.
  • AI stocks were previously treated as the major opportunity, but crypto is now presented as the larger potential opportunity.
  • Trend-following requires changing from bearish to bullish when market conditions change instead of maintaining one opinion indefinitely.
  • Bitcoin is expected to benefit from a possible catch-up trade after underperforming the NASDAQ and S&P.
  • The Clarity Act may fail to pass this week, leaving the SEC and CFTC to regulate crypto without a federal law.
  • Bulmania AI is being deployed and tested for market research, sentiment analysis, portfolio updates, and saved prompts.

✅ Actionable items

  • Use slow dollar-cost averaging near the Bitcoin 200-week moving average and continue buying at lower levels such as 50 or 40.
  • Adjust market positioning when the trend shifts instead of trying to buy the exact bottom or sell the exact top.
  • Follow the prevailing trend and use the 200-week moving average as a reference for identifying potentially cheap assets.
  • Spread stablecoin exposure across DAI, USDT, and USDC, ensuring the coins are natively issued on their chains rather than bridged.
  • Use saved prompts in Bulmania AI for recurring tasks such as morning briefs, weekly crypto trend flips, and portfolio analysis.
  • Ask Bulmania AI specifically whether an asset is a good time to buy rather than relying only on bullish social-media sentiment.
  • Review governance proposals affecting disinflation, emissions, fee markets, and token burns before assessing their potential impact.

💡 Business ideas

AI-powered crypto sentiment and portfolio analysis32:48

An AI product that summarizes recent posts, identifies bullish or bearish asset changes, analyzes portfolios, and provides context for specific communities or tokens.

For
Crypto traders and holders, including users tracking portfolios or specific communities.
Solves
Reduces time spent searching Twitter and filtering political content, drama, and repetitive social-media information.
Validate by
Deploy and test the product with Bulmania members and evaluate its responses to recurring prompts.
  • Crypto weekly alpha flips
  • Bag holder portfolio update
  • Hex updates
  • Stream morning brief

🏗️ Business models

Bulmania membership platform21:30

A membership service combining education, market scanning, trading material, member research, and AI tools.

  1. Provide educational content.
  2. Add market scanning functionality.
  3. Offer trading rules and research.
  4. Provide access to Bulmania AI for recurring market and portfolio analysis.
  • Bitcoin and blockchain 101
  • Market scanner
  • Bulmania AI

💰 Monetization

Paid membership 12:09

Bulmania offers membership access to educational material, trading systems, market tools, and Bulmania AI.

  • Bulmania membership
  • Bulmania AI

📣 Marketing

Sales

  • Screen applicants to determine whether they are serious and whether the service can help them.
  • Direct interested users to the Bulmania wait list.

Branding

  • Position the service around disciplined execution, simplicity, trend following, and practical trading systems.
  • Use community identity around Bulmania members and crypto market participants.

Distribution

  • Distribute access through the Bulmania membership platform.
  • Provide recurring saved prompts and AI workflows inside the product.

Customer acquisition

  • Use a wait list and release a limited number of membership slots every week.
  • Speak with applicants before allowing them to join.
  • Promote the product through recurring market livestreams and community interaction.

🔍 SEO & discoverability

Mistakes

  • Relying on Twitter scrolling can create the feeling of productivity while distracting users with politics and drama.

Other channels

  • Twitter and X sentiment monitoring
  • YouTube livestreams
  • Community comments and Q&A

Content strategy

  • Create recurring market updates and saved AI prompts around commonly requested crypto topics.
  • Use portfolio-specific prompts for assets such as ADA, XRP, DOT, HEX, and PulseChain.

🧭 Frameworks

Trend following with disciplined DCA13:41
  1. Identify whether the market is in a bear or bull trend.
  2. Use the 200-week moving average as a reference for potential value.
  3. DCA slowly rather than trying to identify the exact bottom.
  4. Continue buying at lower levels if the asset declines.
  5. Change positioning when the trend shifts.

🧰 Tools & AI usage

  • Bulmania AI — Analyze crypto sentiment, portfolios, Twitter discussions, governance proposals, and recurring market prompts.32:48
  • 200-week moving average — Identify potential support and comparatively cheap prices for Bitcoin and Microsoft.10:13
  • Saved prompts — Run recurring workflows such as morning briefs, weekly alpha flips, and portfolio updates.33:49

AI is used for

  • Identify assets that flipped bullish or bearish — Review weekly changes in market sentiment and provide context from X.32:55
  • Generate discussion topics from the last 24 hours on Twitter — Support daily livestream research.33:39
  • Analyze a portfolio — Provide recurring updates for holdings such as ADA, XRP, and DOT.34:39
  • Analyze HEX and PulseChain updates — Summarize sentiment, price movement, liquidity, and community activity.38:17
  • Research governance proposals — Summarize Solana disinflation and burn proposals and their voting progress.45:55

📊 Numbers mentioned

Costs

  • Over 8 billion was injected into the economy.
  • Approximately 600 billion was added to gold and silver over 4 hours.
  • 130 million in crypto wallets was frozen.
  • Italy’s largest bank was described as holding 7.1 million in staked Ethereum ETF exposure.

Growth

  • Some AI stocks were described as up 48%, 40%, and 30%.
  • HEX was described as having risen 12%, 83%, and 134% in the last 30 days in the AI-generated portfolio discussion.
  • A proposed Solana disinflation change would double the annual disinflation rate to 30%.
  • The proposed change would cut emissions by 18.9 million SOL.
  • A proposed burn change would increase daily burn from 650 SOL to 9,000 SOL.

Pricing

  • Bitcoin could fall to 50 or 40.
  • Matt Hogan gave a Bitcoin range of 250 to 400.
  • Matt Hogan mentioned a path to one million.
  • ADA reached a one-month high near 0.19.
  • HEX was described as 99.8% down from its all-time high.

⚖️ Advantages, risks & lessons

Advantages

  • Trend-following avoids the need to predict exact market tops and bottoms.
  • Slow DCA reduces dependence on buying at the exact lowest price.
  • Bulmania AI can consolidate recurring research and social-media context.
  • Saved prompts reduce repetitive daily research.
  • Native stablecoins avoid the additional distinction of bridged coins.

Risks

  • Bitcoin may decline further while the market remains in a bear trend.
  • Buying or selling the same asset at the wrong time can cause significant losses.
  • SpaceX’s potential bull flip was not confirmed.
  • AI infrastructure spending may not be matched by sufficient end-client revenue.
  • The Clarity Act may not pass.
  • Stablecoins can each carry risks and there is no perfect option.
  • HEX remains 99.8% down from its all-time high despite a recent bounce.
  • Thin liquidity can make token prices move faster in either direction.

Lessons

  • Market timing matters even when the underlying asset is unchanged.
  • A disciplined strategy requires changing views when market reality changes.
  • Following the trend is presented as more practical than trying to predict every recession or market top.
  • Apathy toward an asset can coexist with a potential investment opportunity.
  • Price charts and market structure can matter more for sentiment than fundamentals alone.
  • Investors should avoid becoming emotionally dependent on buying the exact bottom or selling after the exact next multiple.

💬 Quotes

For the first time ever, substance has gotten ahead of price.

Summarizes the bullish fundamental-versus-price thesis attributed to Hunter Hley.06:46

I think 250 to 400 is a reasonable range.

Provides the clearest Bitcoin forecast range in the transcript.09:15

We are positioning ourselves in the best probabilistic way.

Captures the stated approach of acting on probabilities rather than claiming certainty about the future.10:49

You just have to follow the trend.

Expresses the central trading principle used throughout the discussion.13:42

📈 Investment analysis

mixed

Assets

Bitcoin bullish with downside risk
cryptocurrency

Held near the 200-week moving average, described as being in a buy zone and positioned for a potential banana zone, while remaining in a bear trend.

SpaceX cautious
private company asset

Described as more than 50% cheaper than before and potentially forming a bottom, but not yet a good buying opportunity because the bull flip was unconfirmed.

AI stocks mixed
stocks

Previously treated as a major opportunity and still capable of rising, but potentially less attractive than crypto.

Gold bullish
commodity

Rose along with silver after reports of a possible US-Iran deal.

Silver bullish
commodity

Rose along with gold after reports of a possible US-Iran deal.

Ethereum neutral
cryptocurrency

Mentioned in connection with an Ethereum ETF holding by Italy’s largest bank.

Chainlink neutral
cryptocurrency

Recorded 1.6 million LINK in net exchange outflow.

Cardano ADA positive
cryptocurrency

Described as the strongest name in a sample portfolio for the week and as having reached a one-month high near 0.19.

XRP XRP mixed
cryptocurrency

Described as the portfolio heavyweight by market capitalization, with fading momentum but a maintained bullish structure.

Polkadot DOT neutral
cryptocurrency

Up on the week but described as the quietest portfolio asset with little narrative activity.

HEX speculative
cryptocurrency

Described as having a recent bounce while remaining 99.8% down from its all-time high.

PulseChain speculative
blockchain

Associated with HEX and described as having thin liquidity and a recent bounce.

Pi not established
cryptocurrency

Discussed through analysis of bullish voices and social-media sentiment.

Solana SOL neutral
cryptocurrency

Mentioned in connection with proposed disinflation and burn changes.

Price references

AssetPriceTypeTimeframeContext
SpaceX above 200 buying threshold Buying SpaceX above 200 was discouraged. 03:26
Bitcoin 50 possible downside level A decline to 50 was described as possible, with additional buying planned. 05:48
Bitcoin 40 possible downside level A decline to 40 was described as a level where more would be bought. 11:27
Bitcoin 250 to 400 forecast range next bull market Matt Hogan described 250 to 400 as a reasonable range. 09:15
Bitcoin one million long-term forecast Matt Hogan said Bitcoin remained on a path to one million. 09:20
Cardano ADA 0.19 one-month high one month ADA was described as having printed a one-month high near 0.19. 36:19
HEX USD $1 illustrative price A move from $100 to $1 was used to illustrate a 99% decline. 39:53

Predictions

  • up Bitcoin — A major upside move or banana zone is more likely as the market tide shifts, although further downside remains possible.
    Bitcoin is near the 200-week moving average, sentiment is apathetic, liquidity is increasing, and a catch-up trade may develop.
    02:22
  • up Bitcoin — Bitcoin could reach 250 to 400 in the next bull market and remains on a path toward one million. (next bull market and longer term)
    Capital from financial advisors, family offices, and wealth-management platforms may enter the market over the next two years.
    09:15
  • potentially up SpaceX — A bullish flip may occur on the hourly chart, but it was not confirmed. (hourly)
    SpaceX was described as finding a bottom, but five candles still needed to close for confirmation.
    03:47

Actions noted

  • DCA slowly Bitcoin @ 200-week moving average, with additional buying at 50 and 40
    Continue despite the possibility of further downside.
    05:28
  • Wait SpaceX (hourly)
    Wait for a confirmed bull flip after five candles close.
    03:47
  • Spread exposure Stablecoins
    Use DAI, USDT, and USDC and prefer native issuance rather than bridged coins.
    35:40

Market factors

  • Bitcoin’s 200-week moving average — Acts as support and a buy-zone reference. 00:06
  • Fed liquidity injection — Over 8 billion injected into the economy was presented as warming up market conditions. 02:42
  • Weak Bitcoin sentiment — Apathy and lack of institutional interest were presented as potential contrarian bullish conditions. 27:17
  • Capital rotation — Capital may rotate from AI stocks into Bitcoin and crypto. 04:26
  • Bitcoin ETF flows — Major outflows were associated with important bottoms, while aggressive inflows were associated with later market phases. 20:48
  • Crypto regulation — The possible failure of the Clarity Act could leave the SEC and CFTC regulating without a federal law. 27:09
  • AI customer demand — AI infrastructure investment remains strong, but the amount of end-client payment is uncertain. 24:30

👤 People & companies

Ken Griffith

Associated with Citadel, which was described as benefiting after acquiring Leopold’s fund and AI stock holdings.

00:42
Leopold

Described as a fund manager whose fund was liquidated and sold to Citadel.

00:26
Elon Musk

Associated with SpaceX and its partnership with Nvidia to develop Star Mind AI1 satellite computing payloads.

03:38
Jim Kramer

Mentioned as having sold due to a reported quantum threat.

08:47
Hunter Hley

Associated with Bitwise and quoted as saying that substance had gotten ahead of price in crypto.

06:06
Matt Hogan

Bitwise CIO who gave a Bitcoin range of 250 to 400 and a longer-term path toward one million.

08:56
Michael Burry

Described as having correctly predicted the 2008 crisis but remaining bearish for more than 10 years afterward.

12:40
Scott Bessum

Mentioned as tracking Iranian accounts and assets worldwide and freezing 130 million in crypto wallets.

16:56
Tom Lee

Mentioned as saying that Clarity Act passage is needed to keep the United States competitive.

31:44
Gary Gensler

Former regulator described as having called crypto participants scammers and tricksters and treated everything as a security.

26:05
Citadel

Said to have acquired Leopold’s fund and benefited from its AI stock holdings.

00:32
SpaceX

Discussed as a privately traded asset whose price had fallen by more than 50% and as a partner in satellite computing.

05:26
Bitwise

Investment firm associated with CIO Matt Hogan and Hunter Hley.

06:06
Microsoft

Used as an example of an asset considered cheap near its 200-week moving average.

10:13
SBI Group

Mentioned in connection with the acquisition of cryptocurrency exchange Bitbank.

16:41
Bitbank

Cryptocurrency exchange reportedly acquired by SBI Group.

16:41
Nvidia

SpaceX partner for developing Star Mind AI1 satellite computing payloads and a company tied to AI infrastructure spending.

03:38
Bulmania

Membership platform offering education, a scanner, trading material, and Bulmania AI.

12:09

🔗 Links mentioned