BITCOIN HOLDERS BEWARE!!!! 🚨🚨🚨 Transcript, AI Summary & Key Points

00:00 Yes guys, welcome to another episode. And as can right now, Bitcoin is still at the 200E moving average. We are below 64. So we did drop a bit and many people are surprised because technically we did get quite a nice CPI yesterday. The inflation came down which is very good for risk markets. Yet Bitcoin is still in this bottoming formation. We're still creating the bottom where boredom is our number one friend.

00:26 Guys, currently we are supposed to be bored. We're creating the bottom. There is no volatility. Bears don't make money. Bulls don't make money. You only accumulate here in the buy zone. You are ready in case it drops even lower. But right now, boredom is our friend. Hello. Darkness, my old. But it's boredom. It's not darkness. Darkness we had already, guys.

00:48 For most people, darkness was here. Okay. For most Alan holders, darkness was right here. Now it's more boredom. is more shopping is going sideways. So that's number one. Number two, what is important to see is that we have currently spot ETF inflow rising. Volatility is low but spot inflow is rising. Meaning that you have a lot a lot a lot of institutions starting to allocate.

01:14 They understand that Bitcoin is cheap here at the 200E moving average. Even if it goes lower, don't worry, be happy. It's still cheap. And also what is interesting is that this CPI really made many stocks pump. You have in particular uh currently SpaceX doing fantastic. You remember we said don't touch SpaceX at the at the IPO and after IPO. When SpaceX went into bull trend on the hourly, we said it's time to buy.

01:41 Time to buy because trend is confirmed. And yes indeed as soon as we broke out from here you see up and up and up and up and up in a very very nice trajectory in a fantastic trajectory up and up and up for SpaceX. I mean this is the power of the trend guys. This is the power. You you just saw a basically a masterclass of trend following where everyone was super bullish, super bullish.

02:02 People were buying here at 220, 230. We said don't touch, don't touches, bear, bear, bear, bear, bear, bear, bear, bear, bear, bear, bear, bear, bear. As soon as it flip bullish, fantastic, fantastic. And on a new chart like SpaceX hourly chart is very, very nice. Hourly time frame is fantastic. And as soon as I literally as soon as it flip bullish, I was there in Bullmania discord saying that we're bullish on the hourly.

02:23 I recorded a dedicated video for our members about SpaceX and why it's important to pay attention. And yeah, now it's Valhalla, guys. Valhalla. Elon is pumping us even higher now. Okay, let me show you this. SpaceX now is talking at such a grand scale. Like when Elon speaks, he speaks about that we will develop a star mind. Okay, we're going to be a star mind.

02:44 We will develop this AI that is going to be fueled by uh the sun, by the sun. Okay, a sunpowered sentient system and reference the card of scale. Basically, we're going to use so much energy. We're going to be transforming it into AI. We're going to level up on a civilizational level. And this is, by the way, in the comparison to all of the, you know, Europore narrative that we should use less energy, don't use anything, go live in the wood, whatever they're saying, don't fly, don't fly.

03:15 In reality, civilizations that develop, they use more energy. If you have an advanced civilization, you use more energy. Just like some dude in subsaharan desert uses zero energy and you here watching the stream do use a lot of energy. It's a different in civilization. And it's not bad to be a good developed civilization. It's very good. It's very good.

03:35 We don't have to is a technical term in physics. You have acceleration, you have retardation. So you don't have to You have to accelerate. You have to accelerate. Use even more energy. put a freaking sphere around the sun. What is called the sphere around the sun? You guys who are into into this kind of stuff, let let me know in the com. Well, it's Dyson sphere.

03:56 Dyson sphere. Put the Dyson sphere. And so, of course, this translates into the valuation because when people read this, they're like, "Holy crap, we're going to go to we're going to level up on Koshock scale. We're going to go here to Star Mine." So, the way Elon speaks actually justifies this kind of valuation. And this is where the average stock analysist when he looks at SpaceX his brain does not compute.

04:17 He doesn't understand how can it be worth so much. You know we're speaking in trillions here. But of course if you go multilanet you have this kind of scale of of thinking this this scale of vision. It is credible. Especially with Elon it is credible. That's why the market gives gives Elon this valuation and this pump right now especially because the market has cooled down and now we can restart and and go fantastic.

04:40 Now what is interesting here also guys is that when you have uh such a big valuation many people have missed this flip right here because they were scared by all of the you know trady analysts who are saying it's so expensive you know it's trillions look at other companies that are uh that we have with even the biggest ones like Apple and others they cannot compete with SpaceX you know is it really does really make sense but here's where we just look at the trend we don't worry too much because if Elon comes on stage

05:10 and he starts speaking about hive mind. Wall Street will throw money at him and uh we're going we're going to be part of that. Very important. We always need to be part of the bull trend no matter what. So all in all he had a speech yesterday. This speech was from yesterday super bullish. Everyone super bullish. We did see 50% cut in price already. Bull trend flipped right here back on uh back in August 7th.

05:33 So already soon soon a week from the bull flip. Some people feel ah it was I'm a bit late now. I mean advant if you believe in SpaceX is still bull trend. I mean you can argue that we're in the early bull trend. If we're going to go to alltime high we're still in the early early bull trend. So that's number one. Also when you look at the stock market yesterday after the CPI print and also with more and more data coming out from earnings you have Nibus group pumping 34%.

06:01 So here is where you have a lot of AI AI narrative again pumping in fantastic. The real rocket fuel was com commercial momentum for them. Total contract value up. Fantastic. Jumped 4x. Another evidence that AI is translating into real business results. Four landmark AI cloud agreements. Fantastic. Average annual contract value climbed and is now 20 million per megawatt.

06:25 Fantastic. 70% of new deals include customer prepayments. Good. Get the money in. Fantastic. Fantastic. So uh with Bulmania AI as you know which is free for all Bulmania members and it will be free for you also if you join Bulmania within this week basically you have to book a call with our team this week to do it you go to bulln.com sign up for the wait list we will be sending out and we did not send out yesterday because we were simply too full but today we will be catching up.

06:52 So, uh, bull.com for the wait list and you know, you just ask and you get all of the data. Everyone who speaks about who's speaking about it, it's is the best is the best is it's quite insane. Actually, I had a guy on Discord just today saying that, "Holy crap, it saved me like three hours per day just researching everything. Three hours per day. Easy, easy, easy saved with a nice UI with all of the, you know, these things.

07:13 It's it really makes you a brain massage." When I open up, let's say I want to know something about this nibus. I ask boommania AI why it why it ripped 34%. I mean just reading this gives me nice brain massage. I get so relaxed and my I have control. I know what's happening. I don't have to be worried that I miss something. Even if I don't follow some account on Twitter, it's going to show up here.

07:34 So I don't have to be concerned or worried or spend a lot of time. I know everything. This is the best. It's the best. Something else that is the best guys. It is sailor. It's sailor. He has now released another hit and it's a beautiful beautiful sim cim cinematography how say cinema cinematography it's a beautiful beautiful cinematography that starts off with this uh elk or how you say not elk the deer the deer man say I love he's the best cinematographer of uh crypto listen to Beat the coin.

08:34 Why is Japanese or what is it? This is Korean or is Japanese or Korean? Why is he pushing into Japan? Why? Why everything now is Japanese? Do you remember a few days ago we watched this other one where he ate um ramen and he was kamboya or was he was saying kamua is very interesting very interesting marketing strategy and yeah it was this one. I love this one.

08:57 >> H no no it's a new one. This one we haven't seen this one guys. This is a new one. Let's watch it. >> Beat the coin. ship up. What's happening? What's happening? Why is he doing this ad? I mean, I love them. I love them. What is What is this? Oh, stretch. You got to stretch. You got to stretch. What? What's going on? What's going on? Why he posts this picture of a freaking dude?

09:42 Like, that's the last thing I want to see on my timeline. This kind of What's he doing? What's he doing? Oh, yeah. This one we saw. This one we saw. >> Let's check it. >> Beat the coin. Guys, let let me know if you think it's boring, but I cannot stop watching it. I don't know what it is. I know we already watched this one a few days ago. And let me know if I if we should like move faster, but I there's something with it.

10:22 I cannot stop watching it. I It blows my mind also how he promotes the company. That's number one. He is the biggest promoter of Bitcoin on Wall Street. That's number two. And then he posted this. It is in comparison to Elon to AI dudes who are speaking about, you know, star mind. We're going to go to stars. Guys, we in crypto, we're simpler. We're simpler.

10:40 We're here. Give me AI slope video. There you go. Put put it. Push it. Push it. Plebs are going to eat it anyway. Fantastic. Fantastic. I mean, it's mind-blowing. Now, guys, uh, currently we have greed, no fear. We have all greed, no fear as the CPI is coming in cooler, which is good. We want cool CPI, low inflation, which means that likely the Fed will not have to raise.

11:00 They can keep the rates, maybe even decrease them. Maybe even decrease them, especially now before the midterm. If it is the case that Trump has control over the new guy, what's his name? Kevin Worsh. I mean, probably they must be collaborating in some way. Maybe it's even going to go down the the rate. Let's see. Goldman Sachs says after the CPI data, the Fed will hold rates in September.

11:21 Uh, Bitcoins for everyone. Fantastic from Sailor. Uh, now SpaceX pumping 40% over the past 5 days. Fantastic as well. Oh yeah, here is the video from Elon. Let me see if I can play it. Probably in four or 5 years, uh, AI will be 99% of the value of SpaceX. I'd say 5 years for sure, AI will be 99% the value of SpaceX and the value of SpaceX will be some astronomical number.

11:52 Also, you know, SpaceX is not only a stock. It's also this. Let me let me tell you why uh people are excited. It's not only stock. It's also this, you know, we're going to freaking space, man. We're going to go stop, you know, it's we're terran. We're terran. We're going to go we're going to take over Zerg. You know, we are doing this star factory. So, just that like people just want to be part of that.

12:17 You understand? So when you look too much on the valuation on re yeah they have low SpaceX has low revenue in comparison to valuation it it's it doesn't make sense if you look at it as a normal business but see we we just follow the trend because if most dudes in the world click buy button is going to pump so we're going to be part of that why because they played Starcraft Wall Street analyst now how old is he 30 40 when he was small he played Starcraft he was Terran he was Terran now he says holy we can beat Terran

12:45 let me buy a I mean just a bit so I can be part of it. You understand? You understand? Don't worry too much about the fundamental anal. Don't worry. Don't worry. If it's bare trend, don't touch. If it's bull trend, touch. That's it. That's it. That's it. Look at the chart. Let's go to space. Guys, and by the way, we're a political channel as you know, but I also love that Elon supporters are making money while the lefty, what the hell?

13:20 Where the hell they are? They they don't make money. They don't like AI. They don't like AI. Good. Good. But if you're lefty, big welcome. Maybe you're lefty and you're here. Fantastic. Fantastic. But many lefties, they don't like Elon. So they they miss the the pump and they they also don't like they don't like too much. They like um bottle with a cap like attached.

13:40 But we're API. Big shout big shout out to everyone. or exploring the ruins of civilizations that lasted a million years but died out 10 million years ago. Um I think that's when I wake up in the morning and think about what what is inspiring because we need things in this world that are inspiring. >> Yes. Yes. I mean, how can you not give this guy trans valuation?

14:22 He's, you see, I mean, the way he speaks. And again, I have no opinion whether it's overvalued or undervalued. As you know, we don't work like that. We don't work. Oh, he's overvalued. Okay, it's overvalued. Can be 10x more overvalued. We don't work like that. We work in trends. But I can see why his valuation is not too crazy based on the the the ambition based on the vision.

14:42 He points out >> like life cannot just be about solving one problem or or after another. They have to be things that make you look forward to the future. And a space being a space fairing civilization, I think, is the most interesting thing we could possibly do for the future. It is making Star Trek real, you know. It's uh Yeah. Well, this is how we started out.

15:02 Yeah. So, I don't know. Maybe I should uh should have another Marachi band or something. Um you know, for this NVR party, we're going to have a lot of Mar like rebuilt the entire internet in space. all of the hardware, all of the software, and uh and yet the team has has done it. So, huge congrats to the Stalling team. >> Yeah, let's go. Stling. >> Yeah.

15:28 So, we're now will be a very good AI. Uh I think SpaceX is a collection of some of the very best humans on Earth. Um adjacent to us basically. Um anyway, >> you get the point. It's AI Starlink yada yada. So uh look here Elon shocked the world again on SpaceX first earnings call. 6 to 8 gawatt of incremental data centers in 2027 alone. So here's their AI strategy.

15:55 It's going to be very important. He's focusing so much on air now. Possibly well above 10 gigaw gawatt. Uh sounds impossible but we believe it. We see SpaceX on track for 10 gawatt by end of the year 2027 and a pass to 300 billion ARR. So if you want to connect the valuation to the ARR man this if he if he reaches this we're going to go to 10 trillion we're going to go to 10 10 trillion uh if he reaches this now it's it's a bit far away but uh yeah I mean many people saying he can reach it within the within the coming

16:25 year or so but also knowing Elon you know he's too bullish always but then he achieves it maybe 10 years later so just uh keep that in mind why would anyone pay for such for for that much compute inference is unbelievably profitable our tokconomics model and inference simulator show open and anthropic can each generate um 100 billion gigawatt year selling.

16:44 Yeah, you see you see yourself. So business doing good doing good AI doing good chart bullish fantastic fantastic guys. Uh yeah, I mean with crypto guys it's uh is the same. There's nothing more you know some Bloomberg SEC I don't even want to speak about it. I want to speak about Elon going to the freaking Mars. You know we're going to again speak about that SEC is going to make some dumbass rule again.

17:06 I mean they're going to be do good rule but you know it's uh potato potato this crypto sideways. Let's see when we exit sideways. All coins don't touch. All coins don't touch. Accumulate now. Use this boringness. use this boringness for accumulation. It is bottom formation process. Uh that's it. That's it. But um it is interesting how you really have to be 360.

17:30 Remember we've been speaking about 360 investing now for over a year because we said crypto is bare market. We have to look elsewhere like stock market etc etc. And now I mean based on what we're seeing with AI with freaking SpaceX stocks is where the action is at. It's been like that for the past year but it's it continues to be so it continues to be to be so.

17:49 So until crypto breaks out, we play mainly in the stock market. We play mainly in the stocks. Should Bitcoin start pumping, break out, fantastic, fantastic. But it's it's so important to be 360. Otherwise, you you know, you're a year just uh losing money if you don't know mechanical rules. You don't follow the trend. And um that's it. While you could have been making money, okay, you can make money.

18:11 It's look at the freaking AI revolution. What has been going it's it's crazy. So Bill Aman just bought three companies. I already own Netflix. Okay, don't blame the man. Amazing company selling for cheap. Yeah, probably bullsh fantastic. 7 trillion asset manager Fidelity to enable staking. Okay, there you go. There you go, man. Elon going to space. We speak about that, you know, some Fidelity.

18:34 Okay, stake. Okay, good, good, good, good, good, good, good. Guys, accumulate. It's boring as hell. Accumulate, accumulate. I mean, you see yourself. We speak about freaking staking some staking thing. Okay, for the like millionth time staking, okay, staking freaking elong space. We speak about our fidelity into staking. Okay, look. Goldman Sachs less into Bitcoin income into Okay, good.

18:57 Good. Who cares? I mean, it's bullish. It's bullish, but you see how boring it is. It's a bullish sign to accumulate when it's boring. It's very, very nice. Bitwise explains to bloom why Bitcoin has bottom at. Oh, let's see. Let's see. Now, you know, this guy very very bad predictor. He's he's never been bearish. I was I told everyone sell in October.

19:16 This guy, he's bullish all along. But now he may be correct. I mean, at at the end of the day, the the bare market is coming to an end. So, let's see what he says. >> I actually think there's a bigger story going on. We've seen over the last few months that negative news hasn't harmed Bitcoin at all. When Michael Sailor started selling Bitcoin, Bitcoin held flat.

19:37 When stretch traded down to 75, Bitcoin held flat. When the clarity >> true, true, true. When bad news doesn't push lower, it means that no more sellers. No more sellers. Oh yeah. And finally, Bacon Virtual Bacon said he has 85% now in Bitcoin. Listen to this. >> If you agree, if you disagree, my current bets, I'm 85% allocated to Bitcoin. >> Now with with Bacon, yeah, I mean, I love Bacon.

20:02 I love Bacon, but he was maybe a bit too bullish shitcoins. maybe a bit too late. I remember watching like in October, no like I love Bacon overall. I think here here is more correct but um it's um yeah with the shitcoins I think the timing was a bit off but I think this this is not too crazy. Uh as you know we're not we're not this aggressive yet. We are DCAing not this aggressive yet but it to me it's it could make sense.

20:26 This this also could make sense. Absolutely >> because I see a little bit downside eventually in the low 50ks. Once we get into the low 50ks, I will go all in Bitcoin. Uh if we manage to get above 66.5, I will take some trades and if we get above 83, then bare market over, I go also full on into Bitcoin and altcoins back. >> Ah wow. Okay. So actually we agree quite fully here because our bull flip on the weekly is also at like 80 or something.

20:59 So from that perspective I think we're kind of in full alignment now. Uh except for the aggressiveness of deploying we're just deploying 10 to 15% in the buy zone. Um and then the rest here at the bull flip because we want the best risk return where we buy and it's Valhalla because now there are so many other things to buy with the with the AI stocks except because we're 360.

21:18 If you are only Bitcoin then yeah probably makes sense to be more aggressive here like he says maybe yeah 85 I mean I think it's too high but more aggressive would make sense here. If you are 360 you are deploying capital elsewhere in the stock market then it's better to just wait for bull flip with the uh 90 85 90% of the capital at bull flip because then you don't waste uh time in this you know chop chop season.

21:43 If it goes to bull trend now it's at 80k in in a few weeks it could be lower if it goes to bull trend instant valhalla instant valhala like here instant valhalla so if you want capital efficiency being bull trend now when it comes to other assets I mean we're in stock since October 2025 um still many opportunities there and then once we go bull trend here on the weekly Valhalla Valhalla shitcoins all coins is going to be great then crypto is going to be totally different to totally different totally totally But guys,

22:15 now it's time to pay attention. As as you see, it is accumulation time in the buy zone. It is time to start thinking bullish. So from that perspective, I fully agree. And we are exiting the bear. The exit of the bear is a long process. It's not, you know, just uh push a button and exit. It's a long process. Sideways, maybe another flash, everything impossible.

22:36 So guys, on this note, let's go to Q&A, questions, answers, debates, discussions. Let's go. as soon as possible. Big shout out to Guzman for time stamping us today. He's time timestamping us in a very very nice way. And overall, by the way, in the markets, we have the exhale. I love how bullman AI put it. It's the exhale. We now have the exhale trade where people were worried about inflation.

23:03 And now it is exhaling. It's exhaling. So the July CPL landed exactly in line. Equities and bonds bid September high cost dropped hard. Yeah. So we're we're exhaling. So we're braced for hot then exhale. We were brace for hot inflation number and it was not hot. Fantastic. CPI in line. Yeah. We're exhaling. Exhaling. But Bitcoin is lagging. Bitcoin now is lagging.

23:31 So guys, let's go to Q&A. What's happening? What is going on? Bitcoin BIP uh BIP 110 is closed. Will there be a hard fork in September? No hard for guys. It's fito. It's fito. No hard fork. We have only one bitcoin. No beep 110. Don't worry. It's uh unlikely. I mean obviously if something major happens, we're going to let you know. But uh don't worry.

23:58 Don't worry, guys. No worry. No need to worry. Uh it's good that we don't have this drama. uh while I can sympathize sympathize how say sympathize how you call it sympathize in English sympathize why I can be sympathetic to the cause now as we enter new bull we need full alignment full agreement this disagreement take it in the bear bear is anything so boop boop boop no disagreement bitcoin is one digital gold not changeable 21 million everyone else shut up shut up we Go to Valhalla.

24:34 Everyone shut up. We go to Valhalla. Okay, it's bull market bare market. You can do your bickering. Don't mess with the bull. I don't care beep 110 what they you have. The time for that was bare. Now everyone shut up. No disagreement. Big smile. Everyone big smile as a big group. Big smile. Big unity. And boop. Up only. Up only. That's it. That's it.

25:04 That's it. So yeah, but I know the the B 110 guys, they now try to, you know, fork something else. Let's see. Let's see. They say the movement is not dead. They they say it's not dead. Yo, Harsh Harsh. What's happening? You saw Salana Sana Salami Sana near halt news yesterday. I actually did not see it. I saw it just now. You wrote about it. I saw it before.

25:40 I checked it apparently. Yeah. Let's see what's happened. Salana came close. But see this kind of news like no one cares about now. This would be like the number one front news of crypto before. Now everyone knows it's just uh even if they hold or something happens, Dian is still going to traders still going to trade. still better than than most other things actually for trading better than everything except hyperlquid.

26:05 So uh what happened uh cause terra switch rousing failure at infrastructure terra switch. Yeah there we go there we go. So it did not even stop. But you know if this would be like uh you know two years ago everyone would be like oh my god Sana almost stopped or whatever now it's I didn't even see it now that you write it. I I checked it but um everyone knows that at the end of the day trade anyway except the only competitor is Hyperlquid.

26:41 Hyperlid is a real comp competition that takes a lot a lot of trading from from Slana and Slana cannot beat them now. But everything else, man, you got what? You're gonna You're going to go to base. Where you going to go? Where you going? You're going to go to base Corp chain. Where you going to go? Where you going? Okay, you could go to Robin Hood.

27:00 There's a lot of stuff happening there. And they are uh Don. So you can go to Robin Hood. That that I would understand, but it's uh at the same time it's a corporation. So So where you going to go? Where you going to trade? See, there's nowhere to go, man. where you going to go man there's nowhere to go to go obviously if there would be one Sana and then Solana that never has like any issues that would be better but there's no nowhere to go you see the problem there's no such thing you have the uh corporate chains you

27:34 can go there Robin Hood I mean that I can understand you go there they can pull the plug anytime uh or you can go hyperlid which is a credible competitor for V like for everything u perpetuals is a credible competitor for really but also I think the reason why there this is not a big news anymore that Sana is you know but they did not even stop by but see he's not stop but before there was still a debate whether Sana can compete with L2s I think now even just understand like L2 is for guys it's for guys it's mainly for

28:12 guys there's no competition so that's why this L2 ETH bros they're not really you know shouting too much because the what you going to shout that base is better you're really going to say that or what you going to say now what ETH could do is to scale the L1 scale the L1 that that would make sense but yeah let's see when if they do that if ETH scales the L1 so you can do the things you can do on Solana on ETH1 in the same way with the same speed okay be my guest man be my guest I would be the the biggest ETH bull so

28:47 Yeah, hold that makes sense. Why are all decisions going to Sana? Is there legit reason or just hype as the tech is not so good? No, but I I just told you that it's the best tech is is the best tech for trading in a decentralized way except for the perpetuals. Like what I just said during the last minutes, the whole point was that whatever is the fud, there is no nothing better.

29:19 Okay, you understand? Do you use your brain? I just said it. I just said it. Well, let me clarify. There are no damn questions. But let me clarify what I just said was that whatever the fad with, you know, almost stop did not stop. There's nothing better. You have credible competitor in hyperlquid for pers. So that that that that I fully understand and it's already now not even a compet cannot compete with Hyperlquid 100%.

29:49 Um and then maybe you can say Robin Hood but it's a corporate chain you know it's a it's a corporate chain if they want they can shut it down anytime. So it is more of a um yeah it's it's a hosted solution. I mean it has a use case. It has many cool things happening there with the um st what is it this ston of it this project ston uh the st guys ston Robin Hood what's it called man ston uh you guys who are into into this Robin Hood stuff um we we were speaking about it a few days ago ston something something something

30:29 they have like a NFT project sto I mean that's one example where currently as we have the Robin Hood season you can say stone broker yeah strong broker uh Robin Hood season you can say it's it's a lot of things happening there it's it's a lot of things but it's a corporation at the end it's a corporation Cardano tech is so good you can't do anything with it Cardano tech is very good it's peer-reviewed unfortunately no transactions It's peer-reviewed.

31:07 I mean, apparently it's peer reviewed, but no one using it. Per reviewed papers. Why is no one using Cardano, guys? It's the truth. By the next year, ADA will be trifecta. Don't worry about Adam, man. Don't worry about it. ADA is not going to go anywhere. It's um I mean it could listen I'm I'm happily surprised. I have nothing against ADA really but it's just that you know it's one of the oldest projects.

31:41 It came out like right after ETH to 2017 time ada and the performance in terms of adoption but also you know the actual tech people have tried. I I think devs gave it a real chance. You cannot say that g the devs did not gave it a give it a real chance. Uh I think they gave it a real chance. It was just crap. You remember there was this no early decks.

32:05 What is this like mint someone? It was a long time ago I used Cardano guys but you know using it it was not super good this mint guys. Mint swap was mint swap or was the decks on on Cardano guys. Exactly. Mint swap. Mint swap. Didn't they write you know the tech is kind of crap but we build anyway. or what's another NFTs didn't even work on on Cardano.

32:28 Yeah. Yeah. Yeah. I mean Cardano maybe maybe but it's uh as long as Charles gives speeches how they're amazing maybe they're going to come back but in terms of building anyone trade no one they don't even have a stable coin guys. Okay. There's no stable coin. Why? Because they are very bad at making deals. They and they say oh we have no stable coin because we're super decentralized.

32:51 Cardano, we're super decentralized. Okay, so it's like an excuse that no one cares because we're so decentralized. We don't we're not friends with anyone. There is no chain link. There's no stable coin. There's only like a Fugazi stable coin decentralized that doesn't work even with low liquidity. You try to put like$100k dollars, there's going to be slippage.

33:13 So you understand like their incompetence. They say, "Oh, but it's because we're decentralized. No one wants to do stable coin with us. No one no one is friends with us. H but it's because they are corporations and we're decentralized. Okay. I mean you see it's big problem. It's a big problem. E has stable coins. Everyone Sana stable coin. So even man even Sui has stable coin.

33:36 Native stable coin. Tron Tron has stable coin. Even Justin Summer. But no Cardano they say we're above that you know we're above that. We're above we are so decentralized. We have one user zero which is like Charles maybe himself. You understand? It's a problem. It's a problem. But at the same time, guys, should the should the Cardano go into bull trend?

33:58 I mean, of course, we are we're bullish if it's in bull trend. Now, it's a very deep bear. Very deep. You have a level here at 0.25. If they can go above, fantastic. Fantastic. This tech stuff actually doesn't really the adoption stuff. Don't worry about it. It's for It's for PL. If you if you look too much at adoption, you're PL, guys. I mean it is it is what it is.

34:18 It's uh you got to look at the chart. Nearly all protocols have died on Cardano. Yeah. Yeah. Oh, was it Sunday swap? Was it Sunday? What? Uh let me see. Let me see. Uh who was it that tried building on on Cardano and Sunday swap on Cardano? Uh, did they ever say that Cardano tech is bad? I remember clearly there was some some of this, you know, well-known Cardano projects and they said, "Man, it's kind of crap.

34:56 Let me see. Was it Sunday?" This was already years ago. So, let's see if I can find it. Ada worked with IOG self-funded the entire effort. Okay. Okay. Ethiopian government failed. Yeah guys, all of this you know we do with u you know some Africa or some poor country all this marketing I believed in it in the beginning it's very bad actually like it's not bullish if you if your founder goes and says oh we're going to do some Africa stuff or you know Kazakhstan okay Kazakhstan okay Kazakhstan is very good Kazakhstan is

35:33 like up and cominging tech hub it's it's Kazakhstan is super promising but you know this you know we do Kyrgystan you know we do this you know random ass place that has not too much going for it and we're going do some uh I don't know like student ident identification it's not going to pump no one cares they it's it's and also you can ask yourself how they got that thing like how they got that um that uh collaboration I will not say how but you know it's uh there is some business in many cases and that's just my

36:08 opinion but uh uh I would imagine there's some business behind you know facing the correct guy to yeah to invite you uh but I don't know anything about that but yeah could be could be um let's see was in the early days when Cardano smart contracts went live every early DEX hit the famous concurrency design constraint yeah they say that it's a good design freaking did not work how many users can touch the same liquidity state in one block builders talked openly about batches UX friction Um, so yeah, let me know if this

36:45 is probably fixed. I mean, yeah, this was already years ago. Probably totally fixed. So, sadly swap did not declare it bad. Okay. But they had issues with UTXO issue. Yeah, that that's probably what I remembered. Sunday swap was first. Then wing riders helped min swap because circle wanted big big bribe to add ADA but we don't want corruption. Ah okay.

37:19 Okay okay okay. So circle wanted payment to add ADA but we don't want corruption. Yeah. So you have nothing. Yeah. You're so decentralized. Congrats. You're like AD is like pulsion guys. They're also like they're in their own world. They think they're the best. No one cares. Ada and Palchin I think it's the same kind of pleb brain like the same kind of special type of brain you guys should meet you guys should unite maybe you can create a new chain you can unite communities add and pulse chain in one because it's the

37:55 same co you know multi-year wrecked pleb multi-year for multi multi years still think they're the best like mentally they think that they are you know aryens and everyone else is plebber you That's that's their mental reality is obviously you know you look at their chart man but I think this could be something guys maybe we should do a chain for ADA and pulse in one the combo the combo would be amazing because I recognize like it's is the same I recognize guys I I recognize both the price chart the rec state of the

38:31 state of the community and uh how highly they think of themselves. But yeah, big shout out to Christian Zeladon. Big shout out to Christian. You seem like a great Cardano guy. Let let me Okay, guys. I will do something crazy here for for just for for the Cardano guys in my uh I will add so I I I I want to know what what you guys are doing. So as you know here in Bulmania AI uh you can set up you can set up uh the uh template for your uh uh prompts.

39:05 So here I have my know morning market analysis I will add Cardano. Let me so every day I know what's happening to Cardano. There you go. Sometimes it it still gives me Cardano because it says etc. Oh, by the way, let me also add XRP. I I I will, now that the bull market is back, let's see if they pump XRP. We add I will not add Pulse and Hex. No, I will.

39:36 It's going to remove my brain cells in real time. That's too crazy. Cardano is still, you know, it's there is a bit I mean, it's a bit better. Okay. Okay. Let me add XMR. Let me add XMR. But it's not really L1. is I will not add XMR because it's not in the same kind of uh it's not like L1 you know with collaborations and news all the time if I add XMR I will just burn too much too many tokens because there's not like news you know every day that someone is launching and you understand it's not like L1 it's L1 but it's

40:12 not like you know platform L1 anyway you understand if Guzman, I'm getting concerned adding XRP. Yeah. Yeah. So, we we're going to keep an eye keep an eye for our own education. XRP. I see nothing with XRP. Let Let me actually ask Boom AI. I see nothing with XRP. Oh, Robin Hood. Let Let us add Robin Hood. Let's add Robin Hood. Fully correct. Robin Hood.

40:47 Robin Hood chain. That that that's a good one. That's a good one. Uh that's a very good one actually because there are many things happening there. Okay, let me ask what's Let's actually ask what's the latest on Robin Hood chain. So, we're going to ask that in one chat and then because Bulbane AI is super concurrent, meaning that we can run two questions at the same time.

41:14 What's happening with XRP? Let's see. Boop. Let's see what it says. Let's see what it says. We're going to be fully updated. P. No, guys. PCO fito. What we going to watch there every day? If if they start pumping, I'm going to add them. Polka dot it's Where's Polcadot? Is someone something happening there? At least I'm I'm actually more bullish on Cardano than Poloc because Cardano at least has Charles.

41:44 And you know, with all of our We're critiquing Cardano a bit, but we we love Cardano still. But, you know, at least they have Charles. You know, he's there. He's emotional. He's he's fun to watch. He's angry that people ask him about E. He's in the news. He's in the media. So they have they have Charles and I love Charles. Poloca dot they don't have any Charles.

42:10 They have a Gavin but where is he? No. No. No. No one sees him. So it's a big big difference. Big problem. Big difference for Polo. Big problem. So let's see. XRP is parked at $1 bank XRP says XRP sitting on $1 line going into CPI. Okay. C CPI risk. Yeah. So they just speak about price some inflow into ETF. Yeah, I mean that's good. Bitwise bag. Yeah, bit wise good chart focused ripples Middle East where MIA it's Middle East Africa leadership is pushing.

42:45 Okay. Oh yeah, they're in Dubai. Exactly. They do a lot of stuff in Dubai. Well, a lot. It's the they the how much they do? No one knows. But in terms of uh announcement, there have been a lot of announcements in from uh Dubai Flare I have assets here. You see Quoreium bridge explo. Oh, holy crap guys. You got exploited bridge XRPL hygiene validator warned users to diligence to diligence.

43:17 Token stock yield. Okay. Yeah. So yeah there I mean not too much really but okay we're going to keep an eye Robin Hood guys. Robin Hood. What's happening? Our favorite corporate chain. I mean, this one is my favorite corporate chain. I love Robin Hood. Why? Because they say Dian's welcome. LFG Vlad. I also love Vlad. Fantastic executor. Fantastic. So, it's a month old L2.

43:39 Uh, early baseline on trench moment. That's true. That's why there's a lot of things because it's early. See, here's the problem with L2s, guys. Today, this L2 is early. Tomorrow, there's another L2 that's early. That's that's a problem because there's infinite number of L2s. L2 industrial complex is doing new L2s every day. So for now it is Robin Hood and Robin Hood is super strong with their retail app etc etc or split called out in recaps.

44:05 So insane growth stats um see they actually can deliver numbers. The the better numbers a corporate chain has the more I love it. I I really have nothing against corporate chain if you know it's a corporate chain and they have good numbers and you know what it is like it's not decentralized it's not like decentralized blockchain it's a corporate chain but if they can have big numbers okay good good good I'm nothing against that uh meme coins and crazy pumps see this is the kind of stuff you want to see this is

44:34 something that Cardano has not seen even in their wetest dreams they cannot imagine that you know this kind of numbers are possible that you have everything going on memes builder everyone everyone is there because see Vlad he's good at business connections getting integration getting chain getting all of the stuff so he has it in one month Charles has had 10 years still no stable coin you know still no chain link and and then he explains that ah but we're so decentral okay so one month number chains one month launch

45:09 are absolutely insane let's see the numbers what's happening here here we go stable coin Supply 618 million. How many is it on on Cardano? How many? You guys let me know. Total value secured 1 billion. Revenue boop. Rent paid to L1. Oh, guys. I want to cry. I want to cry. Guys, guys, guys, guys, guys, guys, guys, guys, guys. I mean, listen, I I just want to be upfront with you.

45:47 Robin Hood good, but when people say it's good for ETH, guys, what are you saying? It's good for ETH. Oh, it's so good for ETH. It's so good for ETH. Oh, it's so good for ETH. How it's good for ETH? It's a corporate chain that takes all users, takes all fees, and they pay $1,000 to L1. $1,000 to L1. They pay and they themselves have how much fee? 117K.

46:33 It's good for it. How is good for it, man? How is good for it? This is like the highest. No, this kind of adoption. It's amazing. It's amazing. You can only dream about this. Like it's good work. Like they've done s such a great work. And if gets a total 1.5 Yeah. Yeah. Good for you. Okay. So guys, that's that. That's that. I don't even know what the question.

47:04 Did you ask a question or what was it? I don't even remember. We had 20 minute rant about stuff. I don't even remember. Did you ask something about this or what? Is XMR truly private confidential? Not 100%, but for all intents and purposes, yes. But I'm I'm saying not 100% because there are some traces they try to put together. But for all intents and purposes, no one can reliably do anything there to see what's happening.

47:40 So the way the tech is now at least I mean maybe with quantum it's going to be different. Who knows? We can ask our Bullmania AI to check that. What is possible to deduce from XMR chain given the current tech? Let me see if you can answer this. Uh, do you think old bull run will start with meme season? I don't know. We're gonna see. Uh see this kind of question we we don't we don't think like that you know is it going to be meme season or is it going to be something we're gonna see what pumps in the trends we're gonna

48:28 see it we we don't need to know and that's very nice I don't care if it's meme season or RWA or whatever maybe it's DeFi maybe it's again the onchain season defi season of 2020 like I don't care you don't need to care why you care just trade what whatever pumps now there is no old season because Bitcoin is in bare trend so whether it is memecoin whether it is Don't worry.

48:52 Don't worry. You see, we're going to see the bull trends. We're going to enter at good price no matter what it is. Don't worry if it's me or not me. Why worry so much? If you've been watching the channel, you know that we don't um we don't predict know which ecosystem. We see which ecosystem in real time. We adapt, we deploy, we see how it's progressing in real time.

49:13 Trying to predict is very bad. Okay, you try to predict. So, you position yourself, then something else pumps and now you're positioned. Maybe you're see this is the problem with trying to predict because I guess you ask because you want to buy now and then hope it pumps. Okay, here's what's going to happen practically if you think like this. It's a very bad strategy.

49:29 You buy whatever you think. Okay, maybe you think it's memes. You buy memes. They go down a bit. Maybe they go down like 10 15%. Maybe more. And now something else pumps. It was not memes. It was DeFi because they decided to pump it. Market makers. It's not, you see, it's not too much organic here. There's going to be some ecosystem that pumps because there is critical mass of build there and the market maker pumps and then you're stuck there and you're like oh no no no defi pumps but no meme should you know now you

50:00 cannot sell because now you're stuck with it you're at a loss it feels bad to sell and you hope that this thing so you know it's it's the pleb brain is the pleb brain I explain it in detail because I was the same I have in the book big profits bullmay.com/book I was the same man you you hold you're stuck man I don't want to sell and now this other scam is pumping.

50:19 I mean it's kind of like other guys, you know, they're suck. They're suck. They don't buy anything else. They they feel that they are, you know, they're holding not because they made bad decision buying it, but because they're so smart and they bought a decentralized project that refuses to have stable coin because they're so decentralized and we're going to huddle till the end and we're the best anyway.

50:39 See? Okay, good luck. That's why I'm telling it's a multi-year loss plebe. It's fantastic. I mean it's a it's very common actually it's very common I've been there myself but many people there they still are there they still they still are in the same place so that's why we don't predict we don't predict so according to bulmani mon is the strongest default uh default private major chain in production today so the reason why they don't say zcash is because with zcash you can have confidential and non-confidential here

51:12 mona is the default private major chain but it's not an absolute crypto cryptographic invisibility just like we said it's not 100% there I don't think there's any solution that's fully 100% and quantum computers are real long-term threat so ring signatures you spend your real spend is mixed with decoy outputs see it's probabilistic here it's probabilistic that there are that no one can guess it and but can someone guess it probably and outside observer sees a set of possible spenders and cannot prove which one yeah so

51:39 see it is I mean practically is good technically technically It's uh like trying to abstract technically but practically is good but is technically still possible. I mean you could theoretically guess you could stealth addresses every payment goes to one time address. There you go. Ring signatures uh ring city sorry conventional transactions amounts are encrypted.

52:04 Observe see a valid amount but not how much. Good network layer extra like dandelion. D how do you say dandelion? Is that how you pronounce it? Because I remember this pronounced somehow. Dandelion. Do you pronounce that? Dandelion Plus+. Try to stop Pierce from virtually from shrively mapping your IP to a fresh freshly broadcast. Okay. By the way, I need to add IP to to our exception.

52:31 List. We're debing a bit in real time. Where is my I'll just screenshot it. We need to add this common words. Sometimes they they map to stocks and we don't want that. If it's a common word, it should not map to stock. I just screenshot for that combination. Anyway, you see it yourself here. It's probabilistic offuscation, not a mathematical. Yeah. Exactly.

52:54 Exactly. So even today it's probabilistic with quantum it may even be more challenge but is the best is the best there is. Dand lion. Dandelion. Is that how you say dandelion? Dandelion extra like dandelion plus plus. Is that how you say it? Dandelion. Dandelion. Okay. Dandelion. Let's Let's remove all dandelions from our lawn. Is that how you use in sentence, guys?

53:36 I remember when I bought my first house, I was like obsessed with removing all of the dandelions. Then next year I'm like like what the what the hell I'm doing? Like they're going to they're going to die anyway. Like you know it's okay. There are many of them. They're it's fine. It's you know it's fine. And I'm not going to remove dandelions. So you think I have endless time to remove dandelion?

53:58 I know. Let them let them be and let let them be. Let them be. But I'm amazed how they grow. Holy crap. They grow so fast. Crazy, man. Crazy. Big farmer doesn't want you to know about dandelion. It's the good stuff. Wow. Wow. Everyone's saying it's super food. Super food. Super food. They're actually very healthy and edible. There you go. Yo, Josh, you need the robotic lawn mower.

54:32 Exactly. Exactly. Exactly. But yeah, see the No, no, I I went more hardcore. I was there pulling out with the root, I was when I got my first house, I thought, okay, let me take seriously. Garden, I take seriously. If you just cut them, number one, they're not dead. Number two, they're there. Maybe next year they come back. So, I was there pulling out with the root, solving the problem at the root.

54:59 Okay, next. But you know, you know, next year I was like, "Oh, yeah." That's when the lawn mower just did it. So, yeah. Spray the dandelion with weed killer. Okay. Okay. Exactly. It's pleb job by Exactly. Exactly. It's It does make sense to do it. Does make sense to do it. Always important to pull out. That's true. Well, it depends on your intention.

55:34 If you join Bulmania, you make enough money, you don't have to worry about pulling out. You're going to have money is for everything. For everyone, for everything and for everyone. So, guys, that's the power of Bulbania. So, you don't have to think about. Go to bullman.com, sign up here into weight list. I right after the stream, like a few hours, we will be sending out new badge.

56:00 new badge of uh invites. You join join uh do a call with us with our team. We check so you're serious. We only allow serious people uh to join. Uh and yeah, if you book a call with us this week, like you you do a call this week, the call itself maybe next week, that's fine. But you book a call this week, then you get Boommy AI included in your subscription.

56:24 So guys, thank you very much. Big shout out to who? to Guzman for time snapping us today. Enjoy your day. Enjoy your Thursday. Have a good day. And goodbye, guys. Goodbye. Goodbye. Bye.