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BITCOIN: BULLISH BULLISH BULLISH!!!! 🚨🚨🚨 Transcript, AI Summary & Key Points

Ivan on Tech Β· 6 hours ago Β· Entertainment Β· 58:08 Β· EN

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00:00 is another episode. And as you can see right now, Bitcoin is still at around the 200 week moving average. It is like the Groundhog Day where every day it is around the 200E moving average. 64 63 65. We're now sideways since 1st of June. Nothing has happened. But but but you know what? All this time we've been in the green accumulation zone. All this time guys, all this time since June we are at around 200 week moving average.

00:31 All this time since June we've been saying it's a good price to start buying here. So when the next pump comes so when the next big fat Valhalla comes, guess what? Most people are going to say, "Oh, I didn't have time to buy. I didn't have time to buy it. IT WENT UP SO QUICKLY. I DIDN'T HAVE TIME TO BUY. I THOUGHT IT WOULD GO LOWER. I I didn't have time to buy."

00:53 I've been telling you start deploying, start deploying, start deploying 10 to 15% here in the green zone at this levels. Fantastic. Before the bull flip, fantastic, fantastic. So, actually what the market has done here is given us already two months already two months of cheap cheap cheap Bitcoin within the buy zone. I want to remind everyone also that this buy zone, we've been waiting for it since October.

01:17 Since October when we fully exited crypto just like I said here uh Bitcoin bottom is closed bad news don't dump it cold card hack did not dump it sailor literally selling every week does not dump it so after selling in Q4 I'm buying back slowly and now we get two times more Bitcoin than we sold for each dollar each dollar we have twice the Satoshi twice the freaking Satoshi we get now could we go lower we can go to 50k easy It's still bare trend.

01:49 We can even go to 40k easy still trend. But this optimization whether you buy here or a bit lower it matters less than the big fat next bull market and especially if you can play it correctly. Some people they're surprised Ivan how do you make wealth in crypto? How you know people are saying Ian but you know crypto it's too late now. It's too late. Crypto it's too late.

02:09 You cannot become rich in crypto. If you do like this like we've been doing you can I mean now literally we're buying two times more than we sold. It's two times more. is two times more than than we sold. You understand? Two times. Two times. Okay. So, all of this is leading us to the next logical story, next logical situation in the uh in the in the in the cycle which is the big fat bull which is upon us.

02:34 It is the next logical step. Now guys, let me know how the video is. I seeming women saying video not. It should be working. It should be working. I am it's working right here. So to summarize, it's boring. It's sideways, but it's good. You understand? It's boring. It's sideways, but it's good. Everything is boring, but it's good. And a clarification, all of this bullishness we speak about here doesn't apply to all coins yet.

03:00 Don't buy all coins. When I say it's time to accumulate, don't buy all coins. It's not It's not alcoin buying time yet. There will be a time. There will be a time. For now, though, it's not about altcoins. It's about Bitcoin only. Solana can still go to 30. It's a it's a many problems in alcoins. All coins are still mainly bare trend. So guys look here gold having a bit of a pump but as you know gold is an old trade for us.

03:23 Gold we exited at the beginning of the year. It was fully correct. So you see now a bit of you know gold this gold that guys. Gold this gold that is a bit of a pump but it's bearish since the beginning of the year. Gold is not a new trade. It's not a new trade. It's now coming into this uh yeah bare trend. And it's it's you know the early early brend it can still go way lower and the new the new bull trend is likely going to be cryptonex AI is the same by the way AI is the same people are so excited that the stock

03:50 market has gone up a bit and the S&P is still bullish NASDAQ is still bullish overall but AI stocks still struggle I mean once they are hit with a bare trend it's very hard to recover look here SanDisk is a good example so many people excited about this this pump here that happened from the lows to this it was like 30% but still it's within a bare trend.

04:10 So, it's very hard to sustain it. Once you're hit with a bare trend, it's uh it's like a disease. You see, now it's going to come back come back down. Uh even if you have a pump, you're going to dump. It's like uh you know depression. You get bit with depression, you get depressed, okay? Or how say you know you you bit and you are you you become slow.

04:33 You become slow. Even if you try to pump a bit, it does not does not work. The same, by the way, is true is vice versa. When you have the bull trend, it's it's vice versa. There you bit with like, you know, like Arabius. You be BECOME YOU BECOME PUMPED AS HELL. YOU RUN EVEN faster if you're bullish. If you're bullish, but now it's bit with the other disease to the downside.

04:51 And here, yeah, I mean tried pumping now going to dump again. It's it's very hard. It's very hard. Once you're bare, you're bare. Look here. The same thing is with U Intel tries to pump. It's bare, man. It's bare and it's early. is early bear which is even more dangerous. Um, Micron is also bare. Be careful. You see, went to bear. Tried pumping a bit and uh, yeah, still destroyed.

05:15 Marvel. Marvel. Let's check. The same thing is here. Tried pumping a bit bear since uh, late June. Try pumping. So, my point guys here is that AI many AI stocks they are in bare trend. Yes, it was a bit of a pump last few days. Uh, doesn't change the picture. The picture is the same. The picture is the same that many of them are entering new bare trends.

05:34 Gold is not going to be the new bull trend. Likely it is crypto. Likely it is crypto based on the fact that we've had now a bare market for a year. Based on the fact that it's uh it's the strongest narrative despite everything that's happening is still the strongest narrative. The national debt in the US is climbing very very very fast. They will now push this Clarity Act for a vote.

05:59 Let's see. US Senate leader John Ton just confirmed to Bloomberg that the Clarence Act will get a floor vote this week. So apparently it's happening guys. So I guess it's like today or tomorrow. When is it? I guess it needs to happen like right now. The week is ending very quickly. Market structure uh we will get a vote on this week. Market structure we will get.

06:21 I don't know what English is this is finally happening. That's good. Also, they got a bit of a a political push from Russia because Russia just passed their own crypto law. It's not comparable to Clarity Act really. I mean, this Russia law is very bad actually. It limits you to uh to use maximum $3.8,000 per pl per per platform each year. Like it's it's very bad regulation.

06:44 But but still in the US this is used as if Russia is going to take over or something that you know that they're going to lose the crypto race to listen no one is going to lose the crypto race listen it's uh it's good politically practically this is very bad okay congrats you can now use 3.8k I mean 3.8k 8K. What you going to do with it? Who the hell knows?

07:05 Yeah, that's that. But politically, it's good. Politically, it's used. You know, Russia now has regulation, so we better hurry. So, if it helps to get the Clarity Act, I'm all for it. I'm all for it. But practically, don't worry. Don't worry. Don't worry. Now, uh what's happening here? Gold up, but still be trend. So, yeah, not going to be a big thing.

07:25 ETFs, ETFs are a bit bullish. Look here. Bitcoin ETF a bit bullish. ETF a bit bullish. A bit bullish. A bit bullish. Let's see if we can finally have a liftoff here. Michael Bur doubles down on his prediction that we are going to go into a 1987 type fall. He's very worried. He's very scared. He's been so for many many years like 10 plus years. He's predicting recession.

07:51 Uh I mean probably 15 plus I mean ever since the great financial crisis, he predicts recession every year. So yeah, let's see if it's going to happen. At some point it's going to happen. uh and uh we will be prepared for it because we're going to see the trend. At the same time, you have the Fed coming out saying that they are ready to increase rate.

08:08 In case inflation remains high, they will increase rate. That's why it's a bit of shaky in the in the stock market. That's why it's a bit of shakiness in the AI market as well. Overall, the markets are super volatile. It's uh quite insane how stocks now are like crypto which means that it's actually opportunity because you can long and you can short.

08:28 Stock market you can long and you can short. If you know the mechanical rules you can do anything and you can do anything. And the more volatility there is in stocks the more it is based on uh emotion. The more it's based on uh human fear and greed, the better it is for you. If you know the mechanical rules, if you're part of bulmania, if you know how trading really works, because the best way, the easiest way to make money in the market is when markets are fully emotional.

08:55 Okay, that's when technical analysis works the best because technical analysis is human emotion. That's when you have all of the setups working the best. So that's very very important. Also, if we look at our newest AI product, which is going to drop to all Bullmania members very very soon, it's fantastic to just get an overview of what's happening.

09:12 For example, I just asked it before the stream. Give me the last 24 hours in the AI market. And uh it says basically that Nvidia rips because of SpaceX. So you remember SpaceX announced yesterday that they will have AI data center in space together with Nvidia. They're going to have a flying freaking uh spaceship which is a data center. So yeah, Nvidia reacted good to it.

09:36 We have 3% higher. That's very very nice. AMD falling like a rock. like a rock even though they did have very nice returns. They have very nice returns. They have very nice earnings but uh the expectations are very high. They beat they they beat expectation. Okay, they beat expectation but the market expected even better. So a bit of a fall in AMD. But see the the problem is the problem is if I open AMD let's see what the chart looks like.

10:04 If I open AMD it's uh it's still in the bull trend. So yeah potentially it should have legs. It should have legs. It's not being weighed down by the bare trend. So potentially still has legs. And uh yeah, not not that bad, but uh as soon as it goes bare trend, fito uh Google down. Why? Because the head of AI. Okay. Jev Dean who was leading deep mind and everything, he is now leaving.

10:34 He's going to do his own competitor discovery loop. So Google going down. Palunteer basically sideways. SanDisk crashed earnings but still fell 5%. Because the hopes were even bigger. The expectations were even bigger. That's the problem with big validation. To sustain it, you need to you need to do crazy things all the time. All the time. So yeah, that's that this AI guys is coming to everyone who is in Bulmania.

11:01 If you join Bulmania in the coming 10 days, you will also get this AI included as part of Bulmania. Otherwise, for all the future laggers, for all the people that join later on, for all the laggers, it will not be included as a in the standard, Bulmania is going to be an add-on. So, what to do? Go to bulmania.com. Don't be a lagard. Don't be a lagard.

11:22 Watch the mechanical rules training so you understand a bit what we do. It's a free video. And then sign up for the weight list and we will be sending out new uh new spots later today. Later today. very important also because you know AI it's quite a quite an expensive thing for us to uh to run. So we will be allowing the existing Bulmania members and whoever joins in the next uh 10 days.

11:44 It's going to be quite intense but uh it's very important. We need to have this tool in place for the next bull because in the next bull man there's going to be so much noise to just ask hey give me the last 24 hours in this or another one another like I just also tested for crypto. Give me the last 24 hours in the crypto market. Bam. Very very nice.

12:00 You have all of the tweets all of the tweets. price this price that ETFs um soul flat BNB soul angle you have here fantastic fantastic security what's happening cold card losses are now 130 million holy crap look here 130 million in cold card losses wow quantum fad resurface well it's not fad it's is very important I I'm part of the quantum fud quantum fad as soon as possible to become part of the road up not just say that it's fad.

12:36 I mean when when someone says that it's fad is very bad. It's very bad. Look here Google thinks all encryption could be broken by 2028. This means quantum computers uh could break Bitcoin in just two years. This is not good for the market. So everyone needs to work on quantum. It's not FOD. FUD is when it's you know fear uncertainty. I mean FUD sounds fake but this FUD is real.

12:57 Okay. So maybe you can still call it FUD but it's real FUD. Like I I I truly believe it's real FUD 100%. And uh people say, "Oh, but banks will also get hacked." No, banks can shut down their online systems. That's it. And also banks are quantum safe because all of the web 2 is moving to quantum safe. Cloudflare is all quantum safe within the coming year or so.

13:17 Crypto is not quantum safe. I mean, we cannot shut down. If something bad happens, we're just going to be standing not being able to do anything, okay? If we don't fix it. So, we really have to fix it. We really, really have to fix it. Okay, let's see what uh Tom Lee is saying. >> LA in July, Ethereum was up 25 outperformed the NASDAQ by 2500 basis points.

13:42 >> Okay, >> that hasn't happened in more than a year. And the last time it happened, that was the start of a big crypto up move. So, in a way, it's constructive that it >> you're saying that on a month-on-month basis, not because you could argue the NASDAQ has outperformed Bitcoin obviously over the past. >> Oh, yes. I'm talking about monthly return just like in the past month.

14:03 >> It says Yeah. that July. >> Yeah. So, it's an unusual break in pattern cuz normally if the NASDAQ was down this month, >> I mean, he forgot this here. He he should be speaking about quantum that's why we watch this video. But he forgot is here a bit with, you know, ETH return. and he picked some chair picked some uh data data window. By the way, someone is asking is treasure quantum safe?

14:23 No, nothing is quantum safe because the protocol is not quantum safe. It doesn't matter if you have treasure, what what wallet you have, if the protocol is not quantum safe, it's not it's not quantum safe. Okay? It doesn't matter what you have. The protocol, Bitcoin protocol is not quantum safe. Wallet does not matter. Sometimes you you you can chat with AI about it, but sometimes they do marketing.

14:41 They sell they say oh we're quantum safe but they mean you know like their password is quantum safe like when you set your password on your wallet is quantum safe or that they they going to if Bitcoin becomes quantum safe then your existing hardware wallet will support it and that's why they call the hardware wallet quantum safe. You really have to be careful because they do a bit of a misleading marketing the the hardware wallets.

15:02 It happens all the time. They say quantum safe but see what they mean because if the protocol is not quantum safe a wallet cannot make it quantum safe anyway let's see if he actually speaks about quantum here >> month you'd expect crypto prices to be >> yeah you it Katie Stockton said that last week it it was no longer the correlation with the NASDAQ had had broken down >> Jim Kramer spoke with Arvin Krishna last week and Arvin said that the way quantum computing is going that in three or four years he'd be a little

15:32 concerned concerned that quantum computers would be able to break the code for any of these assets, you know, Bitcoin, Ethereum, all the way down the line. Do you worry about that? >> Uh, yeah. I mean, that's Q day. Um, you know, Google researchers think QA could be 2028 to break all encryption. Um, a lot of the crypto blockchains are developing quantum resistance.

15:57 So it's uh it's probably not going to be a problem for Ethereum or Salana or Canton, but for Bitcoin, they haven't come to a consensus on how to prevent Qday. >> Will it be better than the vaccine resistance that we got during CO? We had a lot of conversations. I don't know if you saw God, it was uh Fouchy week, >> man. What are these boomers? They're so slow energy in this.

16:21 >> You're kidding, right? That >> Yes. >> I remember I I just looked at I said, "You're kidding, right? that that you're just a little spike protein is going to be better than a full banks. I mean, be honest. >> Anyway, Tom Le is worried. I feel he's like making me fall asleep. They talk so slow. >> Will it be better than the vaccine or >> what is this crazy?

16:39 Anyway, this was funny. Someone asked, "Can you explain the link phenomenon? How on earth does the token go down with all of the adoption? How can a token have so much adoption and go down?" Man, you really need Bulmania. You really need Bulmania. It's it's it's crazy. So, you especially go to bulmania.com, sign up for wait. I mean you really have to do it as soon as possible.

16:59 If you still think after all this time here that fundamental matters that whatever the media you you read matters about the coin man you need bulmania you need bulmania as soon as possible but to answer your question if I'm to give you some alpha here uh which may change your world because uh this is yeah this is world changing for people who who don't know that fundamentals don't matter it's world changing number one let me just uh dispute dispute your your framing Because you actually don't know if it has adoption.

17:30 You don't know. I mean, how do you know with all of the adoption? Where are they adopted? Where where how many institutions are actually buying link to power link usage? How many? How many? You think Swift is buying link? You for real think that all banks, you know, if they want want to use link, they buy link from the market. So that's the first thing.

17:52 when they have all of these adoption uh articles, how much of that is actual adoption? How much of that is just article and you you think it's adoption? It's article for the plebe so they buy the the chart so insiders can keep selling and how much of that is real adoption where man all of the banks they buy link and they buy link so they can use link for for Oracle.

18:14 Okay. So number one there's no adoption there in in such a way where it p pushes the the price there's no adoption. Understand? There's no adoption. repeat there's no adoption. there is adoption so you can so they can make article and there's some adoption maybe they spend I mean maybe they spend a few thousand dollars man to to buy some link I mean who knows but uh there's no adoption such that like you know it's like hyperlquid hyperlquid is true adoption people trade fees go to buying the coin coin pumps true

18:39 adoption coin pump but even when you have true adoption because I can tell you something that pump fun with the memecoin launches it has more adoption than link with all the institutions pump fun they have like hundreds of millions in revenue. You can clearly see there is adoption, there is usage, people use it, people pump the coins, people dump the coins.

19:00 So pump fun has real adoption, but even they struggle with the coin. So even when you have adoption and I can assure you pump fund has a million times more adoption than link in the freaking institutions, okay? They have a million times more. And even they cannot pump the coin. So number one, with your link stuff, you know the phenomena. Can you explain the phenomena of link?

19:23 It has no real adoption in the in the sense that you know someone is buying the coin and the coin is really needed for anything. Hyperlquid has adoption and they are able to pump the coin. Pump fun has adoption. They buy a lot of the coin. It still does not pump. So at the end of the day it's all about supply and demand. How many people are selling insiders uh holders yada yada yada.

19:42 If you have bad chart it doesn't matter what the fundamentals are. Okay. Now, uh, someone asked here, uh, Ben Devour something, thanks for donation. We're in the green buy zone for Bitcoin and have been for months. Do you think we'll have medium high chance we'll see Sana 30 at some stage? Yeah, there's still a good chance. There's still a good chance.

20:02 Uh, man, we're going to be buying Sana heavily at 30 if it happens. But, um, also I want to be clear, if we go to 93, we're going to be bullish. I will tell you that Slana is going to go to $300 if we go to uh here. So, just know that I'm just following the trend, guys. I'm very humble. So for now though, for now the SL looks very bad. SL looks horrible now.

20:21 Okay, it's going to look good if we go to bull trend. But for now is bare trend. It got rejected from this previous support which is now resistance the yellow line. It seems to just want to go lower. So yeah, for now the the plan is the same. The plan is man if it goes to 30. I don't care if it's bare trend. I don't care what it is we're going to be buying.

20:37 And 30 stores below 40. So 39 is 30. You understand? 39.99 is 30. It starts with 30. M so guys yeah that's about the uh the quantum that's about the link phenomena the phenomena of chain link that's about um the uh Sana hope it makes sense so uh by the way big shout out to Guzman we forgot Guzman Guzman what's happening you here with us and see this quantum fud we actually got from our bull mania AI fantastic oh also here another news is unis swap unis swap is now trying to be pump fun but on Robin Hood so they try to

21:15 launch launch a bit of uh pump fund kind of clone. They call it trade pools. Trade pools. And it's kind of like pump fund, but they don't have fee. They don't have a fee. So, this roll out has been insane. Digents discovered earlier versions of the smart contracts and traded over 150 million in trading volume before the UI even went live. Yeah. Or insiders.

21:35 It can also be insiders. Hayden, have you thought about that? It can it could have also been insiders. Oh, no. Dig in this could also be insiders. I mean this is simple. This created a unique challenge where we had to update our site and indexing to support both the earlier test versions and the final versions. There you go. Of the content at the same time.

21:56 People have used unopas both launchpad and launchpad infra for over eight years. We're excited to be building along. Yeah. So they're going to do a bit of uh uh a bit of Robin Hood. So that's that. Sorry. A bit of pump fun on Robin Hood. Uh oh. Let's see. A bit of FUD. A bit of FOD. Juan Oliver saying, "One of the lowest integrity things I've seen in crypto for a while.

22:18 New chain gaining popularity has a current winner launchpad created by a small community team. Unis swap initially supports them. A few days later releases a competitor with far worse creator economics, but can shield it ever due to their huge Yeah. I mean, is it lowest integrity? I don't think it's lowest integrity. It's how a market works. It's competition.

22:39 It's competition. Is it lowest integrity? So what? They should just be supporting some pleb that did a that did a similar app. I mean, I would never support a pleb that did a similar app. If I'm unis swap, man, we're steamrolling. We're steamrolling. Get the pleb copy. Copy everything. Copy everything. We're freaking unis swap. If I'm a uni holder, if I'm a uni token holder, I want freaking hate them to go and eat this pleb.

23:02 What is it? How many people there? Small community. Eat them. Obliterate them. Copy. Take all the users. It's market, man. This market is capitalism. this market competition. It can happen. It can easily happen. No need to cry. No need to cry. No need to be sad. Just embrace the battle. Embrace the game. That's how it works. Make something better. I mean, unis swap also people say, "Oh, it's so big.

23:27 They can just come in and they can shill it everywhere." But man, it's hard to be a big company. It's hard. It's hard. You move slower. So for unisop, it's it's harder to work. It's easier to be a pleb. It's actually easier like in this kind of context. It's easier to be a pleb and do an app and you can move fast and you can innovate fast and you can run circles around someone like unis swap.

23:48 So if you lose to a big fat giant uh I don't know man it's it is how it is. No wonder crypto feels so dead at the moment. But at the same but at the same time I mean I would rather you know if unis swap is available it's also safer. I mean you understand behave in such a toxic way to max extract but they have no fee. That's the thing. They don't don't even have fe.

24:08 So anyway, let know what you think. I don't like this crying around. Yes, I don't like the crying. Don't cry. Don't cry around. Oh no, it's unfair. Welcome to life. There is a rabbit eating grass. He's happy. He's enjoying the sun. Freaking wolf comes and eats rabbit. That's unfair. That's That's unfair. That's unfair. You're capibara enjoying life being capibara.

24:30 Then freaking lion. Boop. No more capibara. What do you mean? This is peanut. It's peanut. Peanut. No crying in the casino. 100% like Shilbo Baggings is saying in the in the chat. Correct. Now, now mo move inventor goes to anthropic. That's interesting. That's very interesting. Uh look here. This guy who invented ah no way. This guy he was like the one of the core sui guys.

25:01 He's now going to anthropic. Okay. Okay. Okay. Interesting. Interesting. Okay. I mean, I guess max extract already happened. I guess uh I mean sorry to be cynical here and I'm just speculating. Sorry to be cynical but you know max extract already happened. So no more to extract. R Paul provided exit liquidity. I'm joking but it's true. I mean it's a bit of true.

25:30 It's a bit of true. R Paul provide exit liquidity. the guy. Look at how happy he is. Look at how happy this is his face when R Paul said to all his his followers, "It's super cycle." This guy is like, "Hell yeah, hell yeah. I just need one final exit liquidity before I move on from this cryptocrap. Yeah, I mean probably that's what's happened, right?

26:10 R Paul said super cycle banana banana banana. This guy said yes, yes, yes. And now goodbye. Goodbye. Goodbye. We go to AI. No more cryptocrap. Historical day for Suie. Yeah, I mean probably big shout out big shout out big shout out to the guy. Big shout out to R Paul. But I mean again it's like dog eat dog. It's I'm not complaining. I I'm not complaining.

26:39 I'm not complaining. It's like the rabbit and the wolf. It is what it is. You have to use your brain. If you use your brain, you don't have this issue that Oh, no. No. There's some motives that people may have. Oh no. Oh no. I thought everyone is just nice and everyone will just pump. Yeah, man. You have to use the brain. If you have the brain, you're okay.

26:56 If you have the brain, you saw it's bad trend. You're not participating. You're not exit liquidity. If you don't have a brain, you thought L M M2 liquidity business cycle ISM is going to pump you, man. I cannot help you. I Well, actually, I can. If you go to bulmia.com, you sign up for the weight list. I can I I could actually help you. Yes. Yes. But you you need to fix your own uh brain first by taking action.

27:18 Well, you cannot fix it. You need to admit it. That's what I mean. You have to admit you have to admit that you are pleb and you've been bamboozled. You've been bamboozled in a big way without you even understanding it. You've been bamboozled to such an extent to such a scale that you don't even know how big it is. You don't even understand what happened because it's so big.

27:39 You understand? That that's the kind of bamboozing happens in all altcoins. Happens in all altcoins. So 303 days since Bitcoin alltime high still 48% below peak. So what what is this um guys? What is this jewels ver 500 miles under the sea? What is this jewels for? You guys remember we discussed like 500 m from the earth surface is the same thing guys.

28:06 We're 303 days below alltime high. It could be like a novel. Could be like a novel. 40 40k leagues below C. Exactly. We're 303 days below alltime high, guys. So, that's that. Man, I love this. Yeah. Bottom bottom line. Absorption day. Bad headlines. We're just taking hits, but we're not dumping too much. Gold is real winner, but still B trend. So, yeah, silver trend.

28:32 Nothing's going to happen to it. Watch levels. Yep. That's that. That's that. So, this guy super happy. Fantastic. Uh Tom Lee is saying we need the quantum. Oh, actually let's ask AI. Let's let's ask let's ask our Bullmania AI what's the latest on Bitcoin quantum uh development developments protections uh BIPS who is the leading voice etc. Let's see.

29:01 I mean this this is the perfect question for it actually. So we don't have to we don't have to yeah scroll Twitter for 5 hours. We can just get extraction extraction max max extract the information. That's why we have the AI. We can max extract bad information. That's very very nice. Uh yeah. Uh Russia has crypto bill. That's good for I mean for us clarity.

29:20 That's good. If you are in Russia it will not help you too much. You can Oh yeah, congrats. You can put 3.8k. Good. Uh Amazon Jeff Bezos is dumping the crap out of Amazon. Diversifying I guess. I guess uh and on this note guys, let's go to Q&A. While while we're waiting for our great endlessly wise AI to give us answers about the about the Bitcoin Quantum, let's go to Q&A.

29:47 If you join Bulmania in the coming 10 days, we're going to be releasing the uh the spots later today. Uh sign up for weight list. If you go to bulmania.com, you will get the AI are ever wise AI as part of your Bulmania membership. All of the lagards in the future, they they need to have add-on. That's why you don't want to be a lagger, man. People lagger is not good.

30:15 You want to be at the forefront. Uh oh, by the way, here here let's see what what it says. Bitcoin quantum the conversation just spiked hard fans Tom Lee lit a fat fuse on CNBC. Michael Sailor and Bitcoin security ecosystem pushed back with concrete funding talk. So see this is good. Sailor now and I want to make it clear that Sailor now is actually moving towards quantum protection.

30:37 It's good. Sailor a month ago said that quantum is not real. So there is a big change here with Sailor. I like it. But Sailor just a month ago he made me extremely worried about Bitcoin about future of Bitcoin because a month ago he said that quantum is a non-existent computer. So when when he got asked um on some kind of program, you remember there was this lady that asked him, he said, "What do you mean quantum is is like tooth fairy?

30:59 That's very bad." I mean, when he said that, I was like, "Holy crap." If that's the voice of Bitcoin, it's very bad. Now he went 360. How 180 180 other direction. I like it. So good, good, good, good. So Cyber Funks corrected technical record. No brand new BIP. So Tom Lee on CNBC. Now this guy Adam back he is uh very bad very bad he he's very bad for quantum development he's always saying oh bitcoin doesn't use encryption this and that listen potato at the end of the day if someone has your public key they're going to

31:37 go to your private key that's it whenever there's quantum he's like oh no bitcoin doesn't it's he's arguing semantics actually you know like this meme actually bro it doesn't matter at the end of the day you spend your bitcoin you re you reveal your public key. You reveal your public key when you spend your bitcoin. It's going to come after you. Okay.

31:55 Quantum is going to come after you. Very important. So re what he said reuse already exposed addresses are vol. Yeah. Exactly. Exactly. So he's actually actually it's only reuse. Yeah. There are many addresses reuse and also all of the Satoshi coins are also fully publicly available in terms of public key. Satoshi coins are public key. They're not hashed.

32:16 They're they're not hashed. So uh but yeah it's true. It's true. Actually, it's true that if you just have a new address and you just put money in it, it's hashed. So, it doesn't have the same vulnerability. But instead of focusing on the fact that, you know, 30 plus% of all Bitcoin supply sits in public key like or it sits an address that has revealed public key or actually sits in public key, which was the you know, OG version of Bitcoin.

32:39 Uh that that that's the big problem. That's a big problem. So, yeah, this actually Yeah. Uh he he I I've seen him see when did he write that? I see him repeating this all the time. Yeah, he just repeated this all the time. He just repeat He just repeats this all the time. Actually, Bitcoin doesn't use encryption for spending. Okay. Still 30 plus% of supply is exposed with public key.

33:04 It's see he makes me bearish. He makes me bearish. Sailor now makes me bullish because he takes it seriously. So, Sailor directly addressed investor worries and said strategy has joined forces with major institutions to support probit. This is good. This is good. This is good. This is good. This is good. We need the I mean in this case I actually think seller is doing great.

33:23 Get Larry, get Black Rockck, get them to fix the quantum. Very important because they have money on the line. I mean they have billions and billions on the line here. Okay. So u we have joined force m with major institutions to support Bitcoin pro. This is good. This is good. This is good. I like it. I like it. Sailor good. Sailor now good. Sailor currently the loudest highest attention voice on this topic.

33:43 His framing is pragmatic. This threat is real enough to fund against this enough to that coordinated work is the correct. Yeah, it's true. It's true. It's true. Good. Coordinated um constant work. That's what we need 100%. U so yeah uh here you can see the different profiles that are that are speaking about it. Tom Lee says 2028 claim. But yeah, I mean that's what Google said.

34:08 Tom Lee just said what Google said. And man, Google is working a lot on this. uh real edge stays operational address hygiene. So for all of you guys, if you want to be quantum safe, you could create a new address, put Bitcoin there and don't spend it. As soon as you spend from an address, it's public keys revealed and that's uh very bad. It's very very bad if the funds stay in that address.

34:29 Okay, next. Next, next. How do you balance the finance world versus personal life and health? That's a good question. I mean uh one uh thing one way is the tools. Uh I mean actually what what I just told you instead of scrolling Twitter for 8 hours per day, okay, just ask our Bullmania AI is going to tell you everything is going to point you to the correct people to the correct uh u addresses because you know staying updated with finance it doesn't take too much time.

35:02 Scrolling Twitter for 8 hours takes time and everything is on Twitter. But the problem is if you just use Twitter, you're going to waste all your time. I mean it's so much distraction. It's also politics. It's also like all kinds of stuff that Twitter shoves down your throat. Uh so yeah this is going to be an insane time saver for everyone in Bulman.

35:19 It's going to be insane times saver. But then you know what you know managing as long as you see as long as you also have a system like we teach in Bulmania it's not stressful. It's not stressful because you have stop loss you have entry you it's very important. It's very important otherwise here's the stress where the stress comes from. You probably feel it.

35:34 You enter and you don't know really was it correct entry. You buy something you're like oh man now I have to look at I wasn't too sure. Was it good decision? Was a dumb decision. You don't know when you sell. So if it goes down 15% you keep holding. You get more stress. Man, now it's down 15%. You get more stressed. It goes down 30%. Man, you now you're even more stressed.

35:54 You check even more Twitter, you waste even more time on Telegram, etc., etc., etc., etc. So, that's stressful, man. I understand that that's stressful. But don't confuse it with, you know, that finance or checking markets take take time. You're the stress comes from you being being pleb. You you you pay the pleb tax by your nervous system, your cortisol, and uh your health.

36:15 This is the pleb tax. Pleb tax can be very big because again some people they buy coin they hold it for five plus years in a at a loss. Imagine how many nervous uh breakdowns, nervous cells, cortisol uh etc etc etc. Very important very important. So overall I mean crypto is not or markets is not uh yeah you don't have to spend too much at the end of the day.

36:46 You don't have to spend too much if you have the correct tool, correct system. That's why, yeah, that's why we speak about the what to do every day. Uh, Shieldboard Bings, I used to write articles for how to how to do stuff in crypto. Now it's just AI. Yeah, I mean, AI can write it in a good way. I mean, there's see there's still room for personal content.

37:07 Okay, AI can give you look here. AI can give you what happens, but there's still room to to analyze it. I mean, that's kind of what we're doing on the show, but in the video form, sometimes, for example, we see here, you know, this quantum discussion, we can add some color. So, as a content creator, there's a lot of uh uh opportunity. It's actually, you know, content becomes better with AI.

37:29 Why? Because you can focus on comments, you can focus on your own personal opinion instead of, you know, wasting time just collecting data or, you know, doing the basic stuff. Now you can focus mainly on your value ad which is yeah comments, personal opinion, uh practically what to do practically, etc., etc., etc. So yeah, hope that makes sense. I'm going to miss the bull.

37:55 I use all my dry powder on yellow pet rock on on gold. On gold, I guess. Yeah, for the long term depends on again if you're in the get-rich or stay rich. Gold has a place in the mainly in the stish portfolio to become rich. Uh it's um it can help you with leverage in a bull trend. Now it's a bad trend. So yeah, Guzman, I had massage Monday. Ah no, sorry.

38:26 That's wasing do you massage? There we go. Zach is saying did daily massage in Thailand. There you go. Special type of massage. Nice watch. Thank you very much. Not that kind of Okay. Okay. Okay. Guys, what should we ask? Let's Let's ask something something else. Let's ask you something about some shitcoin or or something else. Let's ask it. Uh should we ask about ada xrp?

39:17 Let's check first the the different coins. What what can we ask about tron hyperlquid leo chain? Oh, let's let's ask about chain link. Let's ask about chain link guys. this guy because uh this guy asked about chain link before. Uh who is you? Let's see which institution is using chain link link and is buying link from the market every day to be able to use chain link network.

40:00 Let's see what it says. Let's see what it says. Let's see what it says. I mean, maybe there are many banks that are buying chain link every day from the market and it's just a phenomena, natural phenomena that it doesn't pump. Let's see. Let's see what it says. Now I have to explain to my wife I got a massage on Monday. Thanks. Your wife listening to our stream or what Guzman has been doing some naughty naughty things this Monday.

40:41 I think very naughty things. What's your take on the future of gamefi in the crypto space? I mean technically it should be big and nice. Practically they just do ponzies and then once the ponzi stops no one cares once the ponzi stops. But technically it should be fun. I mean I'm still waiting for some kind of nice proper game that is uh actually good and fun but but the wrong incent I guess the problem is wrong incentives.

41:09 They try to pump the coin. They make it ponzomic. Once the ponzomic stops no new buyers the thing collapses. The game was never fun to begin with. But it's tough. I mean in crypto why do you need crypto? So you have ownership. I mean one is ownership, two is speculation. You own something, you can trade it and uh so otherwise there's no no reason to have crypto.

41:32 So I don't know why isn't there like a hab crypto where you can u uh you know own furniture. You it's like trading furniture. I mean stuff like that where you own stuff. I I think there is there are many opportunities in crypto gaming but everyone just does sponsomic so technically it should be big practically I haven't seen anything yet so guys back to chain link so institutions using chain link who is actually driving demand no single institution is being named in recent market chatter as the one buying link just

42:01 like I said guys no one is buying a link from open market so all this adoption oh my god adoption it's all just like mainly maybe they do use something maybe they don't even have to pay for it that specific claim isn't showing up in the current discourse Of course, what is clear is structural setup. Anyone using Chain's Oracle network pays fees and link but how they get the link could be that Cheney just gives them link from the treasure or whatever sponsors them.

42:24 Those fees create real buy pressure. Yeah, but who who no one is buying? That's the thing. They should in theory it should be like this. Uh chain link bit go bam bam. Okay. Grayscale chain link. Yeah, but that's that's that you buy chain link. I mean this is these ETFs have a bit of adoption. Uh they accumulate but it's not what what we speak about.

42:49 It's not the adoption that is use protocol is being used. Uh chain links model is usage based protocols exchanges yada yada pay oracle fees and link that link is sourced from open market recent migration. Yeah. So has anyone paid? No loan daily buyer. See guys, I can assure you if there would be someone, some institution actually buying link to pay for chain link oracle network, chainlink would make it public like there would be no tomorrow.

43:26 I mean imagine if chain link can say this big bank is buying chain link every day to use our network with how they've been pushing PR because chain link is very good at PR. It's one of the best coins at PR. Do you really think they would miss an opportunity to say our crabcoin is used by this bank and they buy it from the open market? Man, they would not miss such an opportunity.

43:47 They would be shouting and shouting just like Bitcoiners shout when sailor buys. They would be shouting this big bank bought it again this week and again next week. So I don't think anyone is buying guys because otherwise in crypto we would never miss a chance. Uh, we would never miss a chance. Oh yeah, by the way guys, yesterday we did a intro on banter.

44:13 Exactly. Did I call Ran Ryan? I don't think so. Ah, no. No, you mean harsh. Okay. Okay. Uh, no. I I I think I called in Ran all the time. But yeah, we had an interview on banter yesterday. Discuss the market. So uh usage demand every major new integration increases fee. Yeah but it's not happening. So it's not happening otherwise they would be called out.

44:45 Gray scale is the most direct institutional accumulator but it's not what we speak about. Scale is real. Chain now supports 20% of rap bitcoin. Okay. I mean rap bitcoins bitgo must be buying link on the market now. Bit go to support must oh man must be buying link from the market but maybe they don't need a lot. That's another thing like how much link do they need?

45:26 If they need like you know $20 per day or what doesn't matter. Yeah, see this is the kind of stuff you with bulmani you understand. You understand stuff, you know. You know, Ivan, what happened to Murad? Murad. Yeah, I think he lost like 70 mil or something in in his meme coin. Should have followed the the trend. Richard, which one? The Interpol one.

45:55 I think he's hiding. He needs to hide. and he tweets about uh hardware wallet and uh his followers think it's bullish. He never pumps their coin. He actually does. He he recently did a new sacrifice to take even more money from them. But they love it. They love it. Bitcoin itself is not sitting there market buying large amounts of link every single day.

46:27 Yeah. See here you can learn mechanics. Someone moves rap Bitcoin across chains via CCIP. Technically they pay some fee. Nobody in the current discourse is claiming BGO is daily. Yeah. They're not buying the users of the bridge. Okay, let's check this. How much did users of the bridge buy link? How how else will you do this research guys without uh without bullmani?

47:10 How else do you do you understand this? You don't. You just apply by listening to news. You heard you're a pirate without this. Are you going to be a pirate without this? Just repeat what you heard here. You can understand for real. Monad. Monad. Monad. Let me ask in a separate chat. What about monad? Do you have monad? There's one guy always asking about monad.

47:39 Not like like it's a you know big project that people discuss a lot, but there's one guy here in the chat always asks about. Let let me check. Let me check what's happening. So we have two queries here that AI is working very hard on. What do you think is a good metric in L2 in order to call it successful? uh the the shutdown shut down rebuild on Salana or on ETH one when they scale Ethl one shut down shut it I mean there's no successful for what I mean L2 can be successful as a corporate chain without big metrics but

48:14 it's a corporate chain can still be successful if it has some use case for the corporation successful for who I mean if you do if you are a user of crypto successful for who exactly I mean for uh for who for token holder then token needs to pump. If it's like look at optimism token orbitum token then success is token pump if um I mean for who for who for who it's a big question if you are a developer you need number of wallets uh active users but it's very hard to do on L2 because people need to bridge change network

48:49 URL so just shut it down build on L once that's it you don't need L2s so public figures exist See the internet users of BitGo demigration. Okay. How much how the fees actually work? Okay. The fee store current real numbers live tracking bots show daily fees hovering about a few hundred. No way. And then people ask, "Ivan, why does chain link not pump?"

49:29 Really? No way. So guys, yeah, I mean, you see all of the narrative chain link is the biggest CCIP protects 70% of the of the value blah blah blah blah blah. Then okay, how much is it? $600. Okay, man. In bull market, we can make more than $600 from donations just in one live stream. Okay, I should make a freaking coin and we're going to be bigger market cap than uh than uh than jailing.

50:06 Wow. CCP fees are 600. No way. The gas station down the blocks makes more money. Exactly, man. Yeah. Crazy. Yeah, bull mania AI. Fant. I love it. I love it. I mean, you see yourself. Monad. Monad. Monad. What's happening? Monad. So, they lost the intern guy. There was a guy at intern. He had very very big following. I think he he moved from Mono to somewhere else now.

50:40 So, what's happening? Inaugural summit something with Singapore. Good open access mantra. Okay. Flagship event builder. Oh, yeah. So, Phantom is going to remove Monad. Metam Mask is going to add Monad and make it gas-free. But yeah, that's it. Basically, there's not too much happening otherwise. There's not too much. Which DAP makes the most money? It's got to be Hyperlquid or Pump, but we have the the answer here.

51:12 Which DAP makes the most money? Uh, wait. Hyperlid or pump or which? Let's see what it says. I would guess I mean my guess would either be hyperlquid or pump between the two probably it's got to be hyperlquid now. I mean they have adoption so big and stocks have traded there. So yeah probably hyper liquid if I if if I have to guess but I could be wrong.

51:46 Could be a pom pun. Let's see what our AI tells us. Let me know what you think while while it gives us the answer. Make your make your guess, man. $600 in chain link CCA. Did you guys know that? All of you Chainlink fanatics, you who hold chain link because of adoption, did you know that they make a grand total of $600? So, let's see. Hyperlquid between the two, Hyperl is the clear revenue leader.

52:27 Yeah, like we said, based on the numbers circulating, Hyperlquid is repeatedly called the crypto's biggest organic success story. It has generated 1.22 22 billion in total protocol revenue without taking a single dollar of VC money. Fantastic. Fantastic. There you go. Pamp fun is still printing serious activity. Voices notice users are already doing roughly 20 billion in volume.

52:50 But how much they make in fee? Uh a bit less. How much fee? How much fee? Yeah, it didn't say. But Hyperlid is number one. Hyperl for sure if not now. Yeah, exactly. So they're number one. Can have new encircle streams. Oh yeah, by the way speaking about here this hip three. Let's let's check it says HIP3. I'm definitely interesting bullman. Okay. Very, very good.

53:34 So, go here to bulma.com, sign up for weight list, and then watch your email. Uh, we're going to be sending out new spots uh later today. Very, very important. Hip four. Hip three. Hip four. Man, how many hips you have in Hyperlquid? Hip three. Hip four. What's happening? They're going to have all kinds of fees. Yeah, but it shows. I mean hypid pumps because yeah it's a lot of fee a lot of fee back into the uh into the chart weekly money line bullish daily is now bearish but weekly still bullish there you go you can by

54:10 the way you can open trading view just from here boop fully integrated money line fully integ I mean everything is fully integrated it's the best okay so uh shifting from pure trading protocol sits at around 1.2 27 million per day. There you go. So, what is this? Hip three. Hip three is permissionless market layer builder list stickers. For example, preipo names that trade 24/7 on hypquid book.

54:39 The revenue twist is custom fees set by developers. Growth mode. Exactly. So, developers can set custom fee. Fee rate is no longer uniform. high demand, low substitutable markets can price like specialtity products. So if you have some kind of weirdest thing you want to trade and you create that market, you provide liquidity and so on so forth. You create the market.

55:06 You could charge whatever fee you want, but it's standard like it's like in the unis swap. You can charge whatever fee you want in the LP builder alignment deployers earn. So more teams list more markets. And then hip four is the next wave that is coming which feeds volume back into the core book. Some voices flag possible raise to the bottom on fees and the messier trader experience.

55:30 Yeah, that's true. That's true. See here. Boop. And now you can also find this guy. See, without the AI, you wouldn't find this guy. Henrik on HL. Now, now you know. Now you know Henrik. Circle yield yield streams non-rading. Okay, this is the clearest. Okay. Okay. Yield there. So, yeah. Anyway, you can check here more. But yeah, Hyperlquid looks good with the revenue share.

55:56 Probably the only protocol where chart is pumping because of revenue share. And it's fantastic. Guys, I'm devastated. Guy Guy says, "Guys, I'm devastated. My Cardano wallet just got hacked. Holy crap. I've been buying for years and I've spent thousands of dollars accumulating and now it was stolen. It is a $270 loss, bro. Come on. It doesn't surprise me.

56:26 It's a typical Cardano experience. You accumulate, you accumulate $100 left. $100 left. Let me know by the way, you're joking or not. It sounds like a joke, but it's a good joke. It's a good joke. 270 $270 after all the dump. Yeah, I can I can imagine. And now it got hacked. Let let us know if it's joke or not, but sounds like a joke. He for same but prediction.

56:50 Ah, okay. He forest prediction market. That's good. That's good. That's good. Yeah, exactly. I wasn't too sure. Should I laugh? it's a joke or it was a joke or I'm I'm not sure guys how how exactly Matt I'm the same. I was like, should I laugh or what? May maybe I mean if you are in Angola, you know, somewhere maybe $270 is big. It can be very big in some countries.

57:13 So yeah, let us know if it's maybe it's super big. Maybe it's uh I mean some countries $270. It's uh you know Bangladesh, some other you know third world somewhere can be very big. Where's mom from? Yeah, I mean his thing. So anyway, can be very big. Gi says never take anything I say. Yeah, exactly. Exactly. So it's supposed to good guys. That's it.

57:38 That's it. That's it. If you are coming from wherever you are, smash up the like. Crypto is bringing you financial inclusion. You have many gasless gasless chains like Tron. So you can uh send money without paying fee even. So we're here for you guys. Even you are if you are from Yeah. everywhere. Smash on the like, subscribe. Have a good day. Big shout out to Guzman. And goodbye, guys. Goodbye. Goodbye. Bye.

πŸ’‘ Answer

Bitcoin is bullish for accumulation, but the bullish view applies to Bitcoin only for now; altcoins remain in bear trends.

🧠 AI Summary

Bitcoin remains sideways around the 200-week moving average and is treated as being in a green accumulation zone. The recommended approach is to deploy 10% to 15% gradually rather than waiting for a lower price, while recognizing that Bitcoin could still fall to 50k or 40k. The next major crypto bull market is expected to favor Bitcoin before altcoins. Gold and many AI stocks remain in bear trends despite short-term pumps. Crypto regulation, ETF strength, and a possible shift from AI stocks and gold toward crypto support the bullish outlook, but quantum-computing risks to Bitcoin require coordinated development. Chainlink adoption is criticized because usage has not clearly created open-market demand for LINK, while Hyperliquid is presented as a stronger revenue-generating protocol.

πŸ”‘ Key Points

  • Bitcoin has moved sideways around the 200-week moving average since 1st of June.
  • The green accumulation zone has remained available for two months.
  • Bitcoin could decline to 50k or 40k while still remaining in the broader bear trend.
  • Accumulation is focused on Bitcoin, not allcoins or altcoins.
  • Gold and many AI stocks remain in bear trends despite short-term pumps.
  • The Clarity Act is expected to receive a US Senate floor vote during the referenced week.
  • Bitcoin is not currently quantum-safe, and exposed public keys create a major vulnerability if quantum computers become capable of breaking encryption.
  • Hyperliquid is presented as a stronger example of usage-linked token demand than Chainlink.

βœ… Actionable items

  • Deploy 10% to 15% gradually in Bitcoin while it remains in the green accumulation zone.
  • Follow the trend rather than trying to optimize whether the exact Bitcoin purchase occurs at the current level or slightly lower.
  • Avoid buying altcoins until their trend improves.
  • Use mechanical trading rules with defined entries and stop-losses.
  • Use a new Bitcoin address, keep funds there, and avoid spending from it because spending reveals the public key.
  • Use Bullmania AI to summarize the last 24 hours of crypto or AI-market developments instead of scrolling Twitter for eight hours.
  • Content creators can use AI for data collection and focus their own work on commentary, personal opinion, and practical interpretation.

πŸ—οΈ Business models

Bullmania membership with AI add-on10:55

A membership service provides mechanical-rules training and access to an AI market-information product, with the AI included for existing members and members joining during the next 10 days and later offered as an add-on.

  1. Join Bullmania.
  2. Access mechanical-rules training.
  3. Use the AI product to summarize crypto and AI-market developments.
  4. Offer the AI separately as an add-on to later members.
  • Bullmania AI
  • Mechanical rules training
Permissionless market creation on Hyperliquid54:32

HIP3 lets developers create markets, provide liquidity, and set custom fees, while HIP4 is described as a future mechanism that feeds volume into the core order book.

  1. Create a market.
  2. Provide liquidity.
  3. Set a custom fee.
  4. Earn from market activity.
  • Pre-IPO names trading 24/7 on the Hyperliquid book

πŸ’° Monetization

Bullmania membership and AI add-on 11:05

Bullmania monetizes membership, with the AI product included for qualifying members and sold as an add-on to future members.

  • Bullmania membership
  • Bullmania AI
Protocol and market fees Custom fees can be set by developers. 54:32

Hyperliquid developers can set custom fees for markets, while protocol revenue is linked to trading activity.

  • HIP3 markets
  • Hyperliquid core book

πŸ“£ Marketing

Sales

  • Direct viewers to bulmania.com.
  • Use limited availability for new spots and a 10-day inclusion window.

Branding

  • Position Bullmania around mechanical trading rules, speed, and market clarity.
  • Emphasize AI as a time-saving tool for filtering market information.

Distribution

  • Distribute Bullmania AI through the Bullmania membership.
  • Use live streams and video content to provide market commentary.

Customer acquisition

  • Use a free mechanical-rules training video to attract prospective Bullmania members.
  • Invite viewers to join a waitlist and receive later membership spots.
  • Include the AI product for people joining during the next 10 days.

πŸ” SEO & discoverability

Other channels

  • Twitter is identified as a source of market information but also as a distracting distribution channel.

Content strategy

  • Use AI to collect and summarize market information, then focus human content on commentary, personal opinion, and practical interpretation.

🧭 Frameworks

Mechanical trend-following rules35:30
  1. Identify whether an asset is in a bull or bear trend.
  2. Use defined entry levels.
  3. Use stop-losses.
  4. Accumulate or trade according to the trend rather than fundamental narratives.
Bitcoin accumulation-zone strategy00:55
  1. Identify the green zone around the 200-week moving average.
  2. Deploy 10% to 15% gradually.
  3. Accept that price may move lower.
  4. Prioritize participation in the next bull market over exact entry optimization.

🧰 Tools & AI usage

  • Bullmania AI β€” Summarize crypto and AI-market information and identify relevant sources.09:05
  • TradingView β€” View integrated charts and trading information.54:08
  • Twitter β€” Source of market news and information, though excessive use is described as distracting.30:45

AI is used for

  • Summarize the last 24 hours in the AI market β€” Provide a quick overview of market developments without manually scrolling through information.09:05
  • Summarize the last 24 hours in the crypto market β€” Aggregate market posts, prices, ETF information, and security news.12:00
  • Research Bitcoin quantum developments, protections, and BIPs β€” Extract current information about Bitcoin's quantum-computing risk and possible protections.28:42
  • Research Chainlink institutional usage and open-market buying β€” Test whether institutions are buying LINK from the market to use Chainlink's network.39:50
  • Compare protocol revenue for Hyperliquid and Pump.fun β€” Identify which decentralized application generates more money.51:20

πŸ“Š Numbers mentioned

Costs

  • The Bullmania AI product was described as expensive to run.

Growth

  • Ethereum was described as up 25% in July and outperforming the NASDAQ by 2500 basis points.
  • Nvidia was described as 3% higher after the SpaceX announcement.
  • SanDisk was described as falling 5% after earnings.

Pricing

  • Russia's crypto law was described as limiting use to a maximum of $3.8k per platform each year.
  • Developers on HIP3 can set custom fee rates.

Revenue

  • Hyperliquid generated 1.22 billion in total protocol revenue.
  • Pump.fun was described as having hundreds of millions in revenue.
  • Chainlink cross-chain protocol fees were described as $600.
  • Hyperliquid was described as generating around 1.27 million per day.

Traffic

  • Pump.fun users were described as generating roughly 20 billion in volume.
  • Uniswap-related smart contracts processed over 150 million in trading volume before the user interface went live.

βš–οΈ Advantages, risks & lessons

Advantages

  • Mechanical rules can reduce the stress of uncertain entries and exits.
  • AI can reduce the time spent collecting and filtering market information.
  • High emotional volatility can create more opportunities for technical analysis.
  • Hyperliquid's revenue-sharing structure links protocol usage more directly to token demand than narratives without demonstrated buying pressure.

Risks

  • Bitcoin could decline to 50k or 40k.
  • Bitcoin's protocol is not quantum-safe.
  • Quantum computers could potentially break Bitcoin-related cryptography in two years, based on the cited 2028 concern.
  • Many altcoins remain in bear trends.
  • AI stocks can continue falling after short-term pumps when they remain in bear trends.
  • Holding assets without defined entries or stop-losses can create prolonged financial and psychological stress.
  • Token adoption claims may not translate into open-market buying demand.

Lessons

  • Exact entry optimization matters less than participating in the larger market trend.
  • Fundamental adoption claims do not guarantee token price appreciation.
  • Supply and demand, including insider and holder selling, ultimately affect token prices.
  • A protocol's actual fees and revenue are more informative than broad adoption narratives.
  • Large companies can move more slowly than smaller teams, while smaller teams can innovate and move faster.
  • Content becomes more valuable when AI handles basic data collection and creators focus on interpretation.

πŸ’¬ Quotes

It's boring. It's sideways, but it's good.

Summarizes the view that Bitcoin's prolonged sideways movement is favorable for accumulation.02:49

If you have bad chart it doesn't matter what the fundamentals are.

Summarizes the emphasis on price structure and supply-demand mechanics over adoption narratives.19:45

No crying in the casino.

Expresses the view that market competition and losses should be accepted rather than treated as unfairness.24:37

πŸ“ˆ Investment analysis

mixed

Assets

Bitcoin bullish
cryptocurrency

Primary accumulation asset, although further downside to 50k or 40k is considered possible.

Solana bearish
cryptocurrency

Described as remaining in a bear trend, with 30 identified as a potential heavy-buying level.

Gold bearish
commodity

Described as an old trade that was exited at the beginning of the year and remains in a bear trend.

Ethereum constructive
cryptocurrency

A 25% July gain relative to the NASDAQ is presented as a potentially constructive signal.

Chainlink bearish
cryptocurrency

Adoption is questioned because direct open-market buying demand is not clearly demonstrated.

Hyperliquid bullish
cryptocurrency

Presented as a protocol with strong usage, revenue, and revenue-sharing mechanics.

S&P bullish
index

Described as still bullish overall.

NASDAQ bullish
index

Described as still bullish overall, though Ethereum's recent monthly performance outperformed it.

Price references

AssetPriceTypeTimeframeContext
Bitcoin 63-65 current reference Bitcoin was described as being around the 200-week moving average. 00:08
Bitcoin 50k possible downside level A move to 50k was described as possible while remaining in the bear trend. 01:46
Bitcoin 40k possible downside level A move to 40k was also described as possible while remaining in the trend. 01:49
Solana 30 potential buying level Heavy buying was planned if Solana reaches 30. 20:05
Solana USD $300 conditional target Solana was said to be expected to reach $300 if the referenced level reaches 93. 20:07

Predictions

  • up Bitcoin β€” The next logical stage of the cycle is a major bull market.
    Bitcoin has spent a year in a bear market and remains the strongest narrative despite adverse conditions.
    02:21
  • up Crypto β€” Crypto is likely to become the next new bull trend rather than gold.
    The crypto market has experienced a year-long bear market and retains a strong narrative.
    05:31

Actions noted

  • Accumulate gradually Bitcoin @ 10% to 15%
    While Bitcoin remains in the green accumulation zone around the 200-week moving average.
    00:55
  • Buy heavily Solana @ 30
    If Solana reaches 30.
    20:03
  • Create a new address and avoid spending from it Bitcoin
    Funds should remain in the address so the public key is not revealed.
    34:18

Market factors

  • US national debt β€” Supports the crypto narrative because it is climbing very fast. 05:32
  • Clarity Act β€” A potential US Senate floor vote is viewed as politically supportive for crypto regulation. 05:58
  • Federal Reserve rates β€” The possibility of rate increases if inflation remains high is creating shakiness in stocks and AI markets. 08:05
  • Quantum computing β€” Creates a serious long-term risk for Bitcoin because the protocol is not quantum-safe. 12:27
  • Market emotion and volatility β€” High volatility and emotional markets are viewed as favorable environments for technical analysis and mechanical trading rules. 08:47

πŸ‘€ People & companies

Ivan

Presenter discussing Bitcoin, crypto markets, trading mechanics, and Bullmania.

00:00
John Ton

US Senate leader cited as confirming that the Clarity Act would receive a floor vote.

06:00
Michael Burry

Investor cited for repeatedly predicting recession and a 1987-type market fall.

07:40
Michael Saylor

Bitcoin advocate cited as moving toward supporting quantum protection for Bitcoin.

30:30
Tom Lee

Market commentator discussing Ethereum's July performance and quantum-computing risks.

13:33
Katie Stockton

Analyst cited regarding a breakdown in the correlation between crypto and the NASDAQ.

15:15
Jim Cramer

Broadcaster cited in a discussion about quantum-computing risks.

15:27
Arvind Krishna

IBM leader cited as expressing concern that quantum computers could break asset-related code in three or four years.

15:09
Adam Back

Bitcoin commentator criticized for emphasizing that Bitcoin does not use encryption for spending.

31:25
Hayden

Person addressed in connection with Uniswap trade pools and early smart-contract activity.

21:57
R Paul

Person associated with promoting a crypto super cycle before moving on to AI.

25:24
Murad

Person mentioned as reportedly losing 70 mil on a meme coin.

45:42
Bullmania

Membership service offering mechanical-rules training and an AI market-information product.

09:06
Nvidia

AI-chip company discussed as rising 3% after a SpaceX AI data-center announcement.

19:15
SpaceX

Company cited as announcing an AI data center in space together with Nvidia.

23:20
AMD

AI-related stock described as falling despite beating earnings expectations because market expectations were higher.

09:41
Google

Company discussed in relation to AI leadership changes and quantum-encryption research.

10:18
SanDisk

Stock used as an example of a short-term pump within a broader bear trend.

04:01
Intel

Stock described as attempting to pump while remaining in a bear trend.

05:02
Micron

Stock described as being in a bear trend after a short-term pump.

05:10
Marvel

Stock described as pumping briefly while remaining in a bear trend since late June.

05:18
Cloudflare

Company cited as moving toward quantum-safe web infrastructure.

12:55
Uniswap

Decentralized exchange discussed as launching Trade Pools, a Pump.fun-like product on Robinhood.

21:50
Robinhood

Platform where Uniswap's Trade Pools product is intended to operate.

21:50
Chainlink

Oracle network criticized for unclear open-market token demand despite adoption claims.

16:50
BitGo

Company discussed in relation to wrapped Bitcoin transfers and possible Chainlink fees.

44:00
Hyperliquid

Crypto protocol presented as generating significant revenue linked to usage and revenue sharing.

19:00
Pump.fun

Memecoin launch platform cited as having substantial usage and hundreds of millions in revenue.

18:27
Anthropic

AI company mentioned as the destination of a person who moved from the Sui ecosystem.

24:48
Amazon

Company mentioned in connection with Jeff Bezos reportedly selling and diversifying.

29:30
MetaMask

Wallet mentioned as planning to add Monad and make it gas-free.

50:34
Phantom

Wallet mentioned as planning to remove Monad.

50:32
BlackRock

Institution mentioned as having financial exposure that could motivate work on Bitcoin quantum protection.

33:24

πŸ”— Links mentioned