BITCOIN: BOTTOMING AND LOADING Q4 VALHALLA!!!! 🚨🚨🚨 Transcript, AI Summary & Key Points

00:00 Let's go live as soon as possible. We're clicking the button. We're clicking the button. Yes. Oh yes. Oh yes. Oh yes. We're live. We're live. We're live. Welcome. Welcome. Welcome everyone. How are you doing today? Bitcoin is still at 64K. We're still at the 200 week moving average. As you can see, we're still exactly where we were yesterday. Still exactly where we were two days ago, 3 days ago, 5 days ago.

00:24 We're just sideways, guys. I mean, it is what it is. is the perfect time to think about the long-term picture of Bitcoin because at the end of the day, you have sideways when when there is a bottom formation. Always when there is bottom formation, you have sideways. I've been telling you for a very very long time that don't think in terms of Vshape.

00:43 Whenever Bitcoin dumps, people say, "Oh, it's going to be Vshape." Because we had one V-shaped recovery during COVID and now everyone says it's going to be Vshape. Whenever something dumps, oh no, it's Vshape. It's a bit of cope. It's a bit of trying to have wishful thinking. I always said it's going to take time. We need to bottom out. We're going to go sideways.

01:01 Bitcoin has to become boring. And now it has been boring for quite some time, which is good. You need to see it as good. Boringness means good. We're waiting for the bottom. The bottom is likely taking place either now, even if we go a bit lower, it will still be part of the bottom formation because we're sideways. We're now one year into this whole story.

01:20 And what's interesting is that you do have Trump considering to cut capital gains ahead of the midterm elections, which would fuel the stock market rally even more, which would of course fuel this the crypto rally as well. Citadel is saying, "We believe systematic buyers are getting ready to load up on stocks again after a massive unwind." So, we did see a bit of a crypto, sorry, a bit of a AI, a bit of a AI dumping during the last few weeks.

01:53 They bought Leopold's fund. Citadel literally bought Leopold's fund when we did see the AI stocks collapsing for a few days and the collapse. You can say Citadel created themselves by spreing FUD about the rate hikes. And now it's crazy. Yet again, they're saying it's it's going to go very very high. Susimatic buyers are ready to load up on stocks after a massive unwind.

02:15 So all in all, they scared everyone into a rate hike, then crashed AI, then bought the best names dirt cheap, dirt, dirt cheap, and now pumping the AI trade yet again. And yes indeed, if you look at what stocks are now flipping bullish, you do see some AI names. For example, Microsoft flip bullish. Uh Amazon flip bullish. This was already a week ago.

02:42 Then two days ago, Palanteer flip bullish, which obviously has to do with uh with AI trade as well. Uh Shopify flip bullish. Black Rockck flip bullish, Salesforce flip bullish. All of the different stocks are flipping bullish. And this is important because the world is understanding that AI will not replace Salesforce. It will not replace Shopify. You will not vibe code your online store.

03:07 you are likely to just use the tools you have, especially if you have a real business. You're not going to vibe code everything from scratch. So all of this is playing out and instead these companies are going to be using it to be more efficient. And look here, we added now to Bulmania money scanner this AI button. So for example, let's say you study Microsoft and you want to see what's happening.

03:29 You just click AI. It opens up a separate tab here with Bulmania AI which basically explains what's happening. So now you see for example Microsoft bullish you want to know what the hell why why it's bullish boop now you know it's uh they they have a new model they have a new gen AI Maya model I mean whatever you want to know is here is here so this way you connect what's happening on the chart what happened in the on the trend whether we go bull or bare and then you can also read why it is the same thing for example

04:01 you see service now flipped also bullish if you click this a button right here. Boop. You open this up. It opens up a new chat in Bulmania AI which we just shipped fully free to all Bulmania members. And now it says, "Yeah, uh, AI thesis flipped. Revenue grew a lot. A product line just crossed 1 billion in yearly contract value yada yada." And you can also see who is tweeting.

04:22 You can follow all of these different analysts. Service Now already profitable and just raises full subscription. Fantastic. Fantastic. So this this is next level. I mean literally when I see it think about the bull market think about how this will simplify your life knowing what justly bullish and in one click getting a full report on what's happening who is speaking about it and then compare that to how you would be working otherwise where number one you don't know the trend but number two even if you know the trend

04:54 now you have to open Twitter you have to go you have to search you going to waste time going to waste many many hours just you know wasting time on Twitter Twitter is going to give you all kinds of rage bait, politics, everything to get the pleba brain activated so you start getting angry and wasting time. Instead, with Bullmania AI, it's so nice, man.

05:11 It's It's insane. It's insane. So, everyone in Bulmania gets it for free. If you also want to get it for free as part of your Bulmania membership, go to bulmania.com, join the wait list after this live stream in a few hours. I'm going to send out the new weight weight list spots and you jump on a call with us with our team and if we feel that our systems are good for you, you're a fit.

05:35 You're going to be invited. You're going to get everything. I mean, in the bull market, holy crap. Holy crap. It's insane. It's absolutely insane. So, uh, now, uh, looking at the overall situation, we have sellers getting exhausted. The Bitcoin sellers are getting more and more exhausted. They're trying to push us down. Everyone thinks we're going to dip lower to 50K, which may happen.

05:55 Listen, it may happen. We're going to buy even cheaper. But, uh, now is not the time to be a cocky bear. The time to be a cocky bear was back in October when we went risk off, when we exited crypto in October. Now is not the time to be a cocky bear. Now, it's time to be a humble observant of the market and see where where it takes us. And I wouldn't be super certain that we go so much lower, guys.

06:17 I mean, at the end of the day, we're one year into this soon. It's Yeah. Don't don't be super certain about anything. Just prepare for all scenarios. If we go lower, good buy by Bitcoin. Bye. If we Valhalla from here, good bye bye bye. I mean, listen, both directions are good for us. Uh all coins, we don't touch altcoins yet. It's too early for for altcoins, but Bitcoin, it's uh it's it's clear.

06:37 It's clear in both scenarios what to do. We're ready for down, we're ready for up. And fantastic. Ready for everything. Look here. Miner Mora locks $1.2 billion in Bitcoin as loan collateral. This is interesting. Basically, they're moving into AI. They need money for that. They need money to expand their operations into AI and they are using Bitcoin as collateral.

07:02 So, the reason why it's important is because it creates kind of a track record where Bitcoin is used as collateral. where Bitcoin is used in the financial markets for financial transactions as collateral. It's not a new thing but good to see this kind of size that the financial markets accept Bitcoin as collateral. Very very good. Look here uh Moneygram uh launched on Sana giving wallets and developers access to cash deposits.

07:25 I mean this is quite interesting. If you have a wallet, you can integrate money and then the playback can come with his dollar in a moneygram store and convert to crypto and get into your wallet. Quite interesting. I mean quite interesting because money have all of these different um uh locations worldwide. So it's quite a nice onboarding into crypto.

07:52 I mean otherwise let's say you're in the Sahara desert. Where the how how you going to onboard to crypto? how we going to onboard but maybe there somewhere there is a bit of money gram bit of money I think they see it kind of as the last scam because they charge a lot I mean money gram remittance they charge so much and they know they're dying but they're thinking okay if we allow if we use our infrastructure to allow people to onboard to crypto where we become fully relevant we can still take a last fat cat cut on

08:20 that transaction they're going to they're not going to use us in the future anyway no one needs money if you have a stable coin, but we can take one last bite at the apple, get them into crypto. We are the on border. We take a cut. Maybe we can survive somehow. I think it makes sense. I mean, I would probably do the same. I would probably also say, listen guys, it's crypto now.

08:43 I mean, our business taking scam like transaction fee on remittance, it's fito. It's fito. But let's take one last big fat cut of the onboarding. And the use case is there. I mean otherwise it's very hard to onboard. How how else you going to onboard especially in this how you say underdeveloped countries or what's the political correct you know basically you know in Sahara desert you want to on board how how you going to onboard there but with mining maybe it's possible let me know if you are from the region if you

09:12 know how this ecosystem looks like but I think it's good I think it's good idea it's good business for them and good for crypto because we get everyone into crypto bank the unbanked that's exactly what we're all about we're all about banking the unbanked let me know if Love that that mission guys. Banking the unbanked and also we're here to ride the bull trend to Valhalla.

09:34 Now look here strategy strategy coming out saying that uh you know it's like I we're all you know this meme this Indian guy in full gold I'm here for the tech you know we're like guys I mean be honest be honest you're here to become rich you know banking on yada yada yeah yeah good good let's get this I'm here for the tech fulling gold for anyway let's bank let's bring the Sahara desert on chain let's go guys let's go bull market coming.

10:04 Look here. Strategy plans to resume buying. Sailor is now back saying that he's going to buy. Well, actually not Sailor, but it's his Asian CEO. He's saying it is time to buy back. Should I buy back? Is bare market over? I love it. They buy high, they sell low. And yeah, they're going to buy back. Fantastic. Fantastic. So guys, shortterm Bitcoin holders move a lot of Bitcoin to exchanges.

10:35 Um the play is worried is the short-term holder. Short-term holder who just, you know, bought something getting nervous very very fast. It's like that. Uh Crown big shout out to Eric Crown. He's saying who is selling Bitcoin right now per trade per tape per the tape strategy selling 108 million this week. ETF selling and whoever got liquidated at the rejection.

10:57 Who's buying? Wallets over 10,000 Bitcoin are buying. The big fat wallets are buying. It is time to be bullish, guys. It is time to see the big picture and to be bullish and see that the tide is shifting. Tide is shifting very very very much and that's fantastic. We love that. We love that. Now, in terms of trading volume, this one this is an interesting stat.

11:17 uh ETH basically crossed 8 trillion 8 trillion in transactions since uh its birth since its birth. I mean that's crazy 8 trillion 8.5 trillion. Now you know what's more crazy is the US government debt which is now above 40 trillion. So in all of its existence ETH has not traded um more than the whole government debt. And man that's bullish because the debt is very very high.

11:44 The debt is massive and it is growing every day. And that's the only thing you need to know to be bullish long term on the markets, to be bullish long-term on crypto because that's not going to go anywhere. Okay? We we're just going to keep growing the debt and uh at then it is more liquidity and this is more pump into our assets. Fantastic. We love that.

12:05 Uh now uh new clouds all eyes are on new clouds. New clouds coreweave what we just discussed. Let's see. Did we discuss core wave? Not really service now. Uh we can actually do it here if we check core. Did they also flip bullish recently or not? Core. No. Okay. Let me remove the uh core. Maybe they are even in Bertan now. Let me check all of them. Yeah, they're still in Bren.

12:33 But let's check with AI. See, we can I just click that AI button. It opens up a new chat here and we can see what's happening with uh core core wave. But keep an eye because at the end of the day we may see a new bull trend in it as uh the powers at B so to speak the big hedge funds they have decided we're going to pump more. Trump decided we're going to pump more.

12:59 So whenever bull trends continues let's say in core. Okay we're bulls again. Fantastic. Uh and then here is where you see how how fast things change. Uh and uh that's why it's so important to look at the trend because S&P held bullish. So no problem with S S&P throughout this whole uh narrative change. Uh NASDAQ held bullish throughout this whole narrative change.

13:20 And now you have more and more people coming out saying that yeah actually it's not super concentrated in AI. Okay, you remember how during the last weeks everyone was saying the stock market is a bubble yada yada yada. Now the new narrative is being pushed that actually actually uh it's a bit more decentralized. So let me see how much of this video we have to play but listen to this >> continues to rise.

13:48 >> Yeah that's right and I think part of the optimism is just this a function of um how far through earning season we now are. We've basically heard from almost all of the most important growth uh earnings growth stories and then we're just getting such a panoramic uh uh virtuous cycle. It's everywhere you look is we beat we're raising we're raising the lower end of the forecast etc etc.

14:17 So, um, we're through 80% of the S&P 500 by market cap. Like we we've got almost I know Nvidia is still out there, but if you take the actual and then you blend that with what we're still expecting, so these are still estimates. Even if you pull tech out, you're looking at 28.3% earnings growth. Um, if you add this key, what he just said is very, very key.

14:41 The reason why stock market keeps pumping is because based on the recent data with the earnings, we do see earnings even outside of tech. Like the whole economy is doing well. At least the companies are doing well. When it comes to the plebes, you you tell me guys in the US how it is. You know better. Uh job I mean apparently jobs are being lost. But see AI is getting implemented and can deliver growth can deliver earnings without the stuff which is kind of the promise of AI.

15:11 So this is where even if there is an overinvestment in AI the bubble can just sustain longer if it kind of also makes a bit of sense. It has revenue it actually has economic output. You understand? And so this is where you see trying to predict because many people said oh it's a bubble so I just sell I I sit on the sideline. We said it's very possible it's a bubble.

15:34 It's very very possible. Uh but we just followed a downtrend and NASDAQ bullish S&P bullish everything bullish. Okay. So very clear example we cannot analy it's impossible to analyze and make conclusions whether it's a bubble or not. It may be bubble today then earnings happen and ha no more bubble now it makes sense. I mean, apparently now with earnings, it's less of a bubble.

15:56 Probably still a bubble. Who the hell knows? But the trend is your friend. Trend is your friend. And the earnings are super bullish. Companies making money. Very very nice. Fantastic. The average play, but you guys let me know in the US. Is it the jobless wrecked on the street? Um or or it's okay. How are you guys? Let me know. Let's play. >> Pack back.

16:16 It's 32%. It's outrageous. the net income margin uh has been revised up during the course of this season to 15 uh.6% from 15. So margin is ahead of expectation. Then you look at sales growth and that's better. Uh 15.2%. That's 300 plus basis points above what was expected uh as recently as 2 months ago. 10 out of 11 sectors were getting profit growth.

16:41 So a lot of the narratives about it's all all AI or it's so narrow, it's concentrated, throw them all in the garbage. They're money losing narratives. The reality is corporate America, the current management of companies in every sector. Look at what they've had thrown at them over the last five or so years. Whether we're talking about record inflation spike or we're talking about the pandemic itself and all the difficulty in hiring people and then the tariff stuff, these are like absolute warriors, the people running

17:14 these companies and they just >> Yeah, that's I mean, isn't it crazy? Like the corporate America, if you look at the US versus EU GDP, like stock market, it was kind of equal 20 years ago. That's crazy to think about that EU and the US in terms of the economy size, GDP was kind of equal. Now EU, where's the EU? No one knows where where no where where ah it's there some kind of lilyut.

17:43 You know they like an Oompa Loompa like this Oompa Loompa somewhere. Where is it? Where is it? US chugging along COVID. Not COVID inflation. No inflation, just growing the damn revenue, getting the client, economy, growing, consumers. Okay, consumers still the best consumer is in the US. Okay, if you want to sell anything, there's no better market than us.

18:08 You try to sell to freaking Brit or German, they're going to think 500 million times because they have no monies. They are they're poor. They're poor. There's no monies. So even if people in the US are struggling, trust me, Europor struggle more. Someone said, "I run a service business. People are struggling." Yeah. If you would have that business in like Germany, it will struggle more.

18:31 I can tell you that. Okay. You But free healthcare. Yeah, listen. It's uh you can pay your healthcare. Don't worry. Don't worry. They look at the tax also. So anyway, let's not get political. We're apolitical. But understand, man, corporate America freaking beast. That's crazy, man. S&P 500, NASDAQ beating, mogging all of the other indexes. Crazy, man.

18:54 Crazy. >> Continue to find more and more and more earnings growth, more margin, more upside to estimates. And in that environment, is 20 times earnings cheap? >> And listen, I'm not I'm not from US. I'm not in the US. But when it comes to like selecting the winner because you want your money to grow. So there I mean S&P, NASDAQ, holy crap. Like you compare it to most other stuff during the last 10 year.

19:20 It's uh yeah I mean you understand you understand. >> Why would it be less? Why would the multiple on this particular crop of companies be 16 times earnings because it was in 1994? It makes no sense. These companies are it's the Michael Jordan of every sector. So, um, I think that's what people are reacting to and, um, there are great stories everywhere.

19:44 >> I think you're you're spot on, but let's let's play the other side of this for a second. Let's say inflation comes out and it's much hotter than anticipated and you have to begin to price in that there will be a rate hike. Let's play the bearish argument. >> We're 50/50 right now, by the way. I think >> so. Let's say that jumps. Let's say the reason why we're not going to uh watch the bearish argument is because we're in bull trend, guys.

20:05 Even like the bearish argument does not make sense. Even if there is some bearish argument, we're going to watch it when it's bare trend. We're going to react on the bare trend. We're going to watch it when now we just look at bullish because S&P bullish, NASDAQ bullish. Don't worry about bearish. Don't worry about it. Even if there is something not on the chart, so it's poof doesn't exist.

20:22 Just like the European stock market, poof, Lily put somewhere doesn't exist. But guys, as soon as we go bare, S&P goes bare, NASDAQ goes bare, we need all bare scenarios. We need to know everything now. Bullish, bullish, bullish, bullish. No bearish. Uh, okay. So, did you know that year to date S&P 500 earnings estimates are up 15%. Okay. And 270 is up 13.5%.

20:48 It's pretty amazing as we as the ye average yearly. By the way, let me I need to chat with Bulmania AI about it because is it AI or what's driving like what's driving what's driving all of these uh earnings earning results? Uh seems let's see what it says. Seems like the US economy is growing. I mean at least when it comes to stocks uh or let's say US earnings to be more exact because there are many this is a very complex thing obviously seems like US earnings are growing a lot is it because of AI or where is it yeah

21:36 let's see what it says here for a while and then let's see it did come back with us about cororeweave corwe so cororeweave just dropped this Q2 report and the tape flip hard the stock went from red into double digit green. Okay. Why? Uh 2.6 revenue up 112% yearonear. And again guys this report we got how did we get report? You remember we looked at the money scanner bulmania money scanner and we just clicked here.

22:00 Boop. One button on AI. It's it's unfair advant I feel sorry for everyone who has to do this research like manually or you know trying to figure out all of this yourself. Co-founder backlog 104 billion not including 25 billion in net new customer commitments. were good. Beat flip plus. So they beat expectation. Flip bull. Fantastic. Well, flip bull not on the mindline but in the like in the in the Twitter basically in in the in the narrative.

22:27 Uh demand surge corewave revenue more than doubles as AI infrastructure demand surges. There you go. There you go. There you go. And you see this guy speaks about AI. He's emerging influence. Very bullish read. Yada yada yada. Fantastic. Fantastic. Bottom line, clean fundamentals beat. Tape broke the curves now. So yeah, watch out for the bull flip in corwe.

22:45 Um that's going going to be the signal but or now you see a bit of what's happening. Okay guys, uh I also just asked we asked together a minute ago why are US earnings flying like a mfer like a like a like a like a mother ducker how you say mfer m but anyway so so what's happening up a lot expectations are up AI is a big part of the story but not the entire story the core uh the core of the upgrade cycle is the AI buildout paying off on the income statement.

23:21 So this is good also guys see this is where the a bubble maybe there is a bubble I mean guys maybe there is a bubble uh but you see now in my the bubble was bigger in my mind before we actually see that uh revenues coming in income coming in but the question is also is it income from the end client or not but you see we're not we're not smart enough to answer that and we don't have to be smart enough to answer all of this like for you to analyze all of it it's impossible so we just follow the trend but it's still

23:50 interesting to see a bit here so S&P beating Everyone is beating Q2 to operate. Everyone is beating uh JP Morgan to uh let's see what is it to 8 ah JP Morgan says that S&P is going to pump to 8K on AI payoff. So see market was worried that all of his investments in AI they're not going to go anywhere. You know the AI bubble but now that they are going somewhere that you have income from them.

24:18 What's happening? Market says, "Holy crap, we can relax. Put in a few more billion." Warren, Warren Buffett, Warren, put in a few, you know, everyone's like, "Oh, okay. This AI stuff is not as bad as we thought. Put in billion." Okay, this is what's happening. We don't have to worry. AI one-third of the growth directly and directly AI. But see, this is also good.

24:41 So, for you as an investor, it's also good that it's not only AI because AI is only one-third of the growth according to this guy. Let's see what he says. Directly and indirectly, a investment is the factor driving the valuation of approximately 60% of the S&P. A investments are estimated to contribute one-third of S&P earnings in 2026. Uh, so yeah, it's good that it's not more.

25:00 I mean, I would be worried if it would be more than one/3, but that's that's important. So, hyperscalers are turning massive GPU and data center spending into faster cloud growth. Good. Infrastructure sellers, that's good. But here, guys, here is the most important thing. I think that the reason for the pump is that Salesforce and all of the other ones which are doing Palunteer, Meta, Dual Lingo, Salesforce like the reason why we can say that probably this air bubble is not as bad as everyone thought just a few months

25:32 ago including us but we did not act on it because we were bull trend so bull trend actually stopped us from acting on on our fad. So the reason that air bubble is now a bit smaller is because revenue is coming into the application layer. Before before revenue was coming in into the infrastructure and hyperscalers so sorry revenue was coming into infrastructure and who paid for it was the hyperscalers that paid for it.

25:57 So everyone said holy crap they're investing so much into this infra will they get payoff or not? Will will this lead to any income or not? And now we have the answer that yes it is paying off. Volunteer uh Salesforce all of these you know companies that are not just building AI but selling AI to end the client to end consumer they are profitable they're profiting from their AI that's a that that's the big thing that makes the market say fantastic fantastic fantastic yo Ivan I bought big profits it really makes me

26:28 appreciate what you've been through unreal the fantastic fantastic to hear yeah all of you guys who have not bought big profits definitely do that it's bullmayer.com/book buy big profit profits. You will hear my story. The first chapter tells you how much money I lost in like a few months. It's almost $10 million. You I mean you you're going to learn a lot.

26:45 You're going to learn a lot. And uh this is where mechanical rules come from and so on so forth. So guys, that's that with the with the but I I listen I feel a bit bad for talking so much about the Bulmania AI but also not really because how crazy is it that we got this insight from one question and also in the scanner you just click any asset and and you can you can chat with it.

27:09 It's fully integrated with Twitter. It's fully integrated with everything now. Okay, now I understand. Yeah, the AI is the driver but it's not the full driver. Fantastic. Yeah. Good, good, guys. Let's go, let's go further. Let's go further. Corewave, bum, bump. Uh, did you know? Oh, yeah. This, this one we read. Corewave, we read that. Uh, Citadel is bullish.

27:31 We read that. More corewave. We read that. Oh, guys, moving on. Switching gears. No more core wave. Forget the AI stuff. Switching gears. Switching gears. Switching gears. So we are now we are now looking at the SEC pumping us even more guys because Trump is controlling the SEC and SEC is saying they will release major crypto plans. Why? Because the Clarity Act is not getting passed.

27:58 They need to figure out something else in the meanwhile so Trump can continue to do business and everything. So yeah, bullish. They're going to have new plans. Bullish, bullish, bullish. We don't know what it is yet. So, it's announcement before announcement. That's nice. CFTC says it prepared to advance crypto regulations even if Congress fails to pass the Clarity Act.

28:18 Okay. So, SEC and CFTC are basically coming together saying we're going to pump regardless of the Clarity Act because Trump is controlling us and we can pump a lot. We can pump a lot a lot a lot a lot a lot without the Clarity Act. Very, very nice. So, yeah. And guys, you you remember we had Garrick Gensler not that long ago. We're an a-olitical channel.

28:43 I think that I mean with Trump's like memecoin, it's been it's obviously it's not been too good with the memecoin and everything. It's not but man before we had Garensler and he said we're scammers, we're hackers, we are this and that. You guys remember? You guys remember hackers? It was crazy. He was basically calling this whole industry a big fat scam.

29:04 Okay. A big fast scam. And yet we survived. And yet we're here and yet we're going stronger. And now we have Yeah. We have uh Yeah. Fantastic. Wait, what is this? >> Ah, it was sell. Yeah. Yeah. Let me see where is this Hers video. ETH is deflationary. Where is the Hers video? Anyway, but I need to upload it for the memory of Gary. You guys remember we had this hackster song from Garrick Gensler.

29:41 It was great. Look here. Another thing with the regulation. US regulator OC actively pushes for crypto firms to receive national bank charter license. Guys, it's are we in a fairy tale or what's happening? Yes, Trump has many flaws. Trump is not an angel. Also, many stuff a lot of questionable stuff. lot of with the memecoin millennia went to zero. I mean you understand it's al it's not great but guys we have SEC and CFTC actively pumping us and OC are saying if you're a cryptob you can be banked while before everyone

30:23 was debanking removing access operation choke point 2.0. So what am I saying? I'm saying that we're apolitical. We don't we're not in politics. If you are leftist, fantastic. If you are right, if you're far right, okay, everyone welcome. Everyone welcome. Uh but there is a clear change. There's a clear change. And you know, we humans, we are a bit plebber, meaning that we get used to the good thing very fast.

30:54 You know, if someone's if someone just showed what I just showed that SEC, FTC, OC, they're all pro crypto now, like three years ago, I would say, "Wow, that's amazing. Thank God. Thank God." Now it's like, "Ah man, Trump, you know, corruption, you know, now we we don't appreciate it." It's kind of like, you remember first time you used Chad GPT, you're like, "Wow, Chad GPT, thank you very much for the answer."

31:17 Now it's like, "WORK FASTER. WHY ARE YOU SO DUMB? WORK." YOU KNOW, WE WE GET used so fast. Actually, I had I had experience myself. We released Bulmania AI and uh a guy in Bulmania, he's like, "Oh, why why is on separate domain?" Like, bro, you didn't even he didn't even have he didn't even have AI before. And now he's like, "Oh, but why is on separate domain?

31:40 I want the same. Now we put it we integrated it." This was before we integrated it with the scanner that I just showed you now. So people you know the play by day you you give them one finger they take whole hand okay you you do something good is good for a minute THEN IT'S LIKE MORE YOU KNOW MORE SO JUST keep in mind what has happened here with SEC CFTC everything it's to to us now it seems not like a big deal but yeah it's kind of big deal I can tell you historically it's quite it's a big deal historically it's a

32:11 massively big deal look here SEC could unveil token stock trading exemption as soon as Friday That's good. That's good. Next. Solana data transactions hit a record. Very, very nice. Moneygram. We just read it. Um, leverage memecoin. Okay, good. Yeah. Let's just go to Q&A, guys. Let's let's just go to Q&A questions, answers, debates, discussions. As always, go to movement.com.

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32:53 We only allow people who are serious, who will use our tools, who will where we can see that is going to help you. And if you book a call within this week, you're going to get Bulman AI included for free. Okay? Otherwise, if you're a lagard, you are slow, you are slow thinker, you're a slow actor, you know, you're you're not you're not real, you're not putting two and two together fast in the future, it's not going to be included for free.

33:19 If you're not a, you know, decision maker, you need to check, you know, lagard. Yeah, I cannot I can I can help now within this week. So especially before the bull market hits and also you have to understand that this AI stuff is not cheap to run especially in bull market is going to be used so much so we cannot offer it included forever it's only for those that are action taker in now in the barra who support us in the barra who are part of us in the barra fantastic fantastic guys let's go to Q&A questions answer

33:55 debates discussion don't be laggered be mover be mover You move ahead. You charter into new waters. Uh otherwise everything is going to repeat. Guys, let's go. Ivan, okay, Hillog shout out. Ivan, did you see uh Charles video on cloud putting watermark on all your work to claim your IP? Bad, bad, bad. Is it to claim your IP? Because that is regulated by the by the agreement.

34:25 So if you use any AI let's say cloud you need to see and you use it to build something what guides whether you own or not own the result of it is the agreement whether they put watermark or no watermark it's secondary I mean as far as I understand no one would be using claude if there was a risk of ownership and u in the claude agreement I think it's pretty clear that you own what you do with uh with it and the watermark is I would I mean I would guess my guess would be that it's uh due to like EU some dumb EU rule or

35:00 something. they they need to be able to uh show that they're responsible that they they put a watermark so it's possible to see what's AI and not AI in case you know there's some issue or you know some regulator uh I I would guess it's more like that then they try to steal the work because for them I mean they they have no users if there's any question about who owns the work u they they would have zero users so I I I I would guess that's the reason I would guess that's the reason that you you have it and I think

35:29 Gemini for example they had it for a very long time. So this is not really a new thing, but I know on Twitter it became a new thing. But this whole thing with watermarking a content is been around for quite a long time, mainly because of the regulation. Everything they had to do to kill crypto is like red flag when the horse and buggy. Yeah. Yeah. Yeah.

36:07 Exactly. Horse and buggy lobbyed against the automo automobile bankers lobby against crypton. That's what's is deflationary. It goes up and gives yield. It goes down. It goes down in supply but also the thing is yield. Let's see. Is ETH still deflationary? Let's ask the Bullman AI. Is ETH still deflationary? Let's see what it says. And meanwhile, while we wait for the answer, we can see who is tweeting about ETH.

36:44 This guy, Adam. Let's see who is this guy. This guy Adam. I ah it's the token word guy. Got it. Got it. Got it. Makes sense. Benji. Benji. Bingi. I think he was in optimism but maybe he left. Ah, no. Or I think he was in optimism before but he left the fazi. Yeah, probably makes sense. Look on chain. You guys remember the song ETH is deflationary and goes up and gets healed.

37:13 Sorry, it goes down and gets healed. Where is it? Here. Here. Here. Man, I I it was long time ago. It was during the last bear or something like that. >> It goes down and gives yield. It goes down in the supply, but now also this thing gives you yield. If it's deflationary, it goes down and gives yield. It goes down in supply, but now also this thing gives Sorry, sorry, sorry, guys.

38:03 I'm here. I'm here. I'm here. I'm here. But the question is, is ETH still deflationary? No. I'm here. I'm here. I'm here. I'm here. I'm here. I'm here. I'm here. I'm here. When there is no L1 demand, ETH is not getting burnt and so it's not deflationary. Only when you have a lot a lot of L1 use only then is ETH deflationary. And when L2s became big, ETH stop being deflationary.

38:45 Now ETH is deflationary. It goes down and gives yield. It goes down in the supply but now also this thing gives you yield. E is deflationary. It goes down and gives yield. It goes down in supply but now also this thing gives you heal. Those two things is like the gospel you want to hear. What the hell? Those two things is like the gospel you want to hear.

39:10 It's crazy. Now Eve is deflationary. It goes down and gives yield. It goes down in supply. But now also this thing gives you yield. Now E is deflationary. It goes down and gives yield. It goes down in >> unfortunately this song is not correct anymore. It was back in the day. Now it's it's not correct. >> Unfortunately. Unfortunately, but yeah, maybe it's going to be in the future.

39:38 If they fix L1, so L1 is used, it's going to be correct. Song did not age well. Exactly. Unfortunately, this just have a bright light. Oh, yeah. I I could fix it. I could But yeah, I I have another button here. But yeah, I could have some red light saying it's muted. I give me the light for a want to be forever pleb ETF holder like me. one global bond market broad market ETF and chill and go Murka or go no no no so if you have a 30 plus year horizon I would just go uh Murka actually I mean depends also how much time

40:24 you but yeah you said 30 years 30 years okay if the time horizon is 30 years I would probably do like 70% S&P 30% NASDAQ and forget and forget for 30 years because if you if if you said 10 years if you would say 10 years then more global would make sense you know a bit of gold a bit of uh I don't know like Brazil or what you know developing but they don't develop fast like that's the problem is this developing it doesn't make sense to invest too much in them because yeah I mean they're supposed to develop but you know

40:55 all the corruption all of the and then the US has all of the AI so the US grows you know is more return than any of this like develop yeah developed kind you know it's it doesn't make sense so it it only makes sense as diversification question because you may be unlucky let's say there is an a bubble and US goes down for like 5 years which can happen um and you if your time horizon is 10 years that will maybe impact too much um so that's why if you would say 10 years then yes global a bit of bricks a bit of this other

41:26 stuff that would make sense if it's 30 years I would just go like 70% S&P 30% NASDAQ and don't touch China has all of the AI. Yeah, but you you you don't invest in China stock market. You you could invest in China stock market if you want, but you know Jason, our Chinese quant is saying that even Chinese don't really trust China stock market. Okay. What what you going to invest?

41:58 But if you want in Bullmania, we have all of it right here. All of the China stocks. Let's see what flipped bullish in the last two weeks on the weekly. Let's see. Okay, Alibaba. Okay, Alibaba maybe makes sense because it's actually listed on the US stock exchange as far as I know. Let's let's ask let's ask what does it say? What are people saying about Alibaba on X recently?

42:23 Let's see. Let's see. Maybe it's the only exception are those Chinese companies that are listed in the US. That makes sense. uh China construction bank uh it's all of this BYD okay BYD maybe you can have you know even chi but as our Chinese quant has been saying even Chinese don't really invest in China because you see if you're a company and you have big brain you list in the US like Alibaba for example as far as I understand they they list in the US if you are good Chinese company you're going to be in the US anyway

43:01 in the US stock market. If you are uh not very good, you're going to be in Hong Kong, but still okay. Still okay, like mid tier. And if you cannot list in Hong Kong, you go to like Shanghai or whatever it is. But look here, Alibaba is back into conversation. So the only exception is like you know this Alibaba stuff basically. Uh so Alibaba is on New York Stock Exchange.

43:23 So here's an example of Chinese but very good. So it's on stock exchange on US stock exchange. Cheap China AI in stock. Chip China AI shifting investors investors focus to insurance stocks. A data center in 100 days. Alibaba cloud says it can now build large a centers in 100 days while cutting construction cost by 10%. Very good. Traders are split between excellent start from the bulls and breakout already failed.

43:46 Uh this is more of a technical uh evaluation and lower thesis. You can read here other color options flow noted sizable. Yeah, you can read here. Narrative shift discourse has shifted from pure China risk discount to Alibaba is cloud plus model plus cheap a stack. Yeah. So these companies that are on New York exchange they make sense. If you buy some Chinese stuff be just be more careful.

44:14 I mean and also how you going to buy? I mean you need to have a special broker that will allow you to buy. Okay. So you probably need to call in to the brokerage desk for them to get give you access to this Chinese agricultural bank or whatever. So anyway, uh, hope that makes sense. Hope that makes sense. Good question. Good question. I mean, how do I turn 10K into a million this cycle?

44:37 So, yeah, you basically need to 100x. It's possible. I mean, believe it or not, it is possible. It's possible. How to do it? You need to follow the mechanical rules. I mean, for this kind of stuff, this that's exactly where you go to boommy.com. You sign up for the uh weight list because you will have to uh take risk, but in a smart way. So with mechanical rules we we explain to you how you can take risk in a smart way.

45:01 How you ensure when you enter you have stop loss you you have take profit you don't waste the cycle will you make 100x don't worry about that I mean it's possible that you make it's not impossible it's possible it's possible but don't worry about that you you need to understand the system you can apply the system and you will transcend like it's a bit of this uh plebbe mindset that oh I need like fast make money fast you will transcend that a bit because you will you will be able to learn how to consistently perform in

45:26 the market but I know you know you want this 100x I I'm telling you it's possible. You have to learn. But what also is going to happen is that as you grow as a person, you grow as a trader, you're going to realize actually I can make money in any market. It doesn't have to be cryptobull. Whatever there is a wherever there is a market, I I'm part of it.

45:45 I make money. Okay. So it be you become it's it's a freeing it's a freeing realization that wow I can trade full time and I'm not tied to any particular one and any particular event that has to happen and if it doesn't happen I'm forever PL. You understand? Anyway, that's that. So guys, on this note, thanks a lot for being here. We're at 45 minutes is a good length.

46:07 A lot of stuff covered. Uh, bullmania.com, sign up for the wait list sending out in a few hours. Very important. I mean, for you to get the Bull Mania AI until the bull market. You see I mean, you see how I use it every day. It's It's crazy, man. It's crazy. It's crazy. It's insane. Probably saved me already now just by using it because it's it released on Monday.

46:26 So I just been using it for a few days like fully. I think it saved me I mean probably 10 hours already of researching of researching scrolling. Oh, Twitter Twitter engagement bait. Some engagement bait here, some engagement bait there, some politic rage bed, some um you know, some uh a bit um how to say it, OF, you know, some someone tries to promote their OF with a bit of spicy pictures.

46:57 You're like, man, it takes a lot of time. Like all of it, they just tries to grab your attention. Booming AI is here to solve that. Each and every second of attention you direct it into the correct way that pumps your portfolio. At the end of the day you have direct connection between your attention and portfolio pump. Your attention is not dispersed diverted to other means.

47:20 It's your attention is always on the correct thing that leads to portfolio pump. Okay? Without bulmani you wasted on god knows what. Guys, thank you very much. Big shout out. Smash up the like, subscribe and goodbye guys. Goodbye.