BITCOIN: EARNINGS AND NEXT LEG UP!!! Transcript

00:00 Paul, we're clicking the button. Oh yes. Oh yes. Oh yes. Oh yes. Guys, welcome to another episode. And as you guys right now, Bitcoin is bouncing very, very nicely off of this support we've been speaking about for the past two weeks or so, which is the previous May high. Some days we've been below it. Some days we've been above it. People are very worried as soon as we go a bit below it.

00:21 But now that we have confirmation from the stock market that the AI buildout seems to be profitable this far, the bulls are back. The bulls are back with a vengeance. And as you know, the number one concern there is currently in financial markets is AI. Are we in a big fat bubble or or is this fantastic and profitable endeavor? And we do have a bit of an answer at least when you look at SpaceX.

00:48 So SpaceX came out yesterday and had a very nice strong report that showed that the AI buildout at least for them is profitable. Also you have Super Micro which is another company also crushing its preliminary numbers on the back of the same surge. Netflix offered a software counterpoint with a weak guide but SpaceX and you cannot compare SpaceX and Netflix in terms of AI.

01:15 The AI signal is mainly SpaceX and Super Micro which were very very good yesterday. Also today today you will have Meta. Meta is going to be a very important company for AI reporting uh AI earnings. Why? Because they have Muse Muse AI assistant should be monetizable in the near future. And if news AI for Facebook is monetizable, it's very very good because um a lot of infra companies have been profitable for a long time in AI.

01:48 But the question is can the end user companies for example muse open AI anthropic can they become profitable? Now when you look at openthropic it's a very long path to profitability extremely long but if Facebook can show that their product is already now generating revenue revenue is growing that is a good signal so all in all bitcoin currently pumping to the upside by just having this you can say not even that massive news that SpaceX and AI and what they're doing is profitable but in a bull market you don't need

02:22 massive news in a bull market even small news like for example basics being being profitable when it comes to AI is already good. It's already very very good. So, in a bull market, be bullish. We're bullish in a bull market. We have had a year of bear. We've been through the bare market. So, now it's time to be bullish because again, the smallest smallest bullish news is going to pump us to the upside in the bare market.

02:44 This kind of news with SpaceX and AI, it wouldn't affect crypto. It wouldn't affect whether we pump or dump in a bare market. But now that we're in a bull market, the smallest thing we can turn bullish is turning bullish in a very very nice and real way. So, Bitcoin is continuing to the upside. That's very, very nice. Let's see if we can take out this high right here.

03:04 Um 87 86. Why is this high so important? It is the line in the sand for the continuation of all coins. Should Bitcoin go above 87, in my mind, all coins are going to go parabolic because all now have a bit of a worry. Allans are concerned if Bitcoin goes below here and drops below the May high goes to 70 let's say 79 78 it's not going to be good for all coins all likely to take another minus 20% - 40% in many cases so all coins are just waiting for now whether Bitcoin can pump back above here and go higher than 87.

03:42 So guys, we have a lot to discuss. A lot to discuss right now. But it's good that the market is bullish. Bull market is continuing. It's crazy how much concerns, how much worry we've had during the last, I would say, 10 days or so. Um, Bitcoin hasn't done too much. All coins have dipped a bit, but all in all, the structure is intact. The structure is bullish.

04:02 If you look at any video we did in the last uh basically since here since August bullish bullish bullish even since here below the 200 moving average that's where our first bullish signals started to light up and that's where our accumulation started. So by watching the daily streams here on Ivon Tech, I hope that you have had a nice strong signal, strong hands holding you in a very very nice direction.

04:25 At the end of the day, decisions are your own. But I just look at people watching five different YouTube channels. They all tell you different things and also within the same channel, they often change. You know, today bullish, yesterday bearish, bullish, bearish. And we have the same story. We have the same story. And if the story changes, then it changes and then we're going to have a different story for a long time.

04:44 Just like we were bullish until October 2025, then bearish from October 2025 until this summer. Very, very consistent. Guys, welcome everyone who's watching live. Nothing here is financial advice. Pause and read. Even though this content is amazing, even though this content is top top top and then they in in trading in crypto, you could lose all your money 100%.

05:09 You could lose everything. can go to zero. Can go to zero. So use your own brain. Don't blindly copy anyone online and uh have big boy pants. Like we say, big pants. Be sure to go to dub today's dub. How are you doing guys? Check check check check check. Sound is working. Everyone is hearing. And as always check out the newsletter below. Uh this is the first link or second link in description.

05:32 I think first first link. Join the newsletter so I can update you in real time whenever volatility happens. Whether it is at 5:00 a.m., at 4:00 a.m., 2:00 a.m., 5:00 p.m., anytime. Uh because sometimes people are really concerned during the weekend. We don't stream during the weekend, but we do send out newsletters during the weekend. So, if you want real-time updates, go below first link.

05:50 Boop. Sign up on newsletter. And also, let me check where is the arena. Arena. Arena. We have now 9 days still in the arena to qualify for the cashbacks from Pionex and Bitunix. Just ensure that you are here on the top list. You need more than 100k volume in Pionex and more than 100k volume in Bitunix in order to share our pool our pool of cashbacks which is 10K for Pionex, 20K for Bit.

06:15 So go check that out guys. Now moving on, let's go into the meat meat and potato here because you have good ETF inflow in Bitcoin yesterday 23 million and very very good uh two days ago on Monday. Monday was the monster one and it did sustain yesterday as well. Looking at this week, we will have more companies reporting and this is key because can we have more signals that AI is sustainable that there is no bubble?

06:47 At least for now, there is no bubble. Fantastic. So later today, we're going to have Meta, we're going to have Tesla, we're going to have IBM. Uh let's see if there are any other big ones in terms of AI. Uh next week we're going to have all kinds of other ones. Uh next week is going to be even more big tech. Uh here you see a map of the different companies reporting today, yesterday, tomorrow.

07:10 So uh whenever it's very interesting because it happens all the time. Whenever there's earnings, it's actually bullish. Then earnings happen in a few weeks people get concerned again. It's a bubble again. Everyone is super worried again. Then earnings happened and everyone is fantastically calm again. Earnings are good. Then in the 10 days, everyone concerned again.

07:33 So it's an interesting pattern interesting p pattern that u the the earnings seem to be justifying the the AI buildout. SpaceX coming back to SpaceX here. SpaceX highlights delivers revenue of 14.6 billion up 161% yearoveryear. And when you look at SpaceX, you remember our signal was when it turned bullish on the hourly uh right let's see or was I think it was 4 hour the clean one.

08:09 The clean one exactly right here. This was the signal. Uh let's check the daily how the daily looks like. Do we have a nice trend on the daily yet? The daily also the daily had the cleanest one right here. It is interesting in Bulmania I have a lecture specifically about SpaceX uh case study. Let me actually pull it up. We also if you are in Bulmania guys we're launching a new course platform which is native to our website.

08:34 Before we used an external one it was very bad. But let me actually check here. This is by the way the new course platform. If you go to bullmay.com/courses you should have access to it. But you know we have this case study here. I have the case study of of SpaceX and it is here when it turned bullish for the first time since the uh listing. It was bare bar then it turned bullish for the first time and here we discussed how you cannot really watch the news.

09:00 You need to watch the chart because when it turned bullish here for the first time and we recorded this video you know what the news was it was that uh the unlocks happen. The unlocks happen and it's very bearish that unlocks happen and that was the literal bottom. So now that you do have a nice chart and the news agrees, it's just confirmation of bullishness.

09:21 But should the chart be ugly and the news is bullish, we look at the chart. If the chart is ugly, we're bearish. Even if the news is bullish, but now the chart is still bullish. SpaceX is looking um quite good. And u the only thing we can be is of course bullish. So news coming out. Look at the chart. Does the chart agree or disagree? So yeah, space is good.

09:43 Let me see where is this video with Elon. Let me see what Elon has been saying. Uh let me play it to you. Hopefully sound is okay today. Let's see. >> I mean in in a nutshell what this implies for uh SpaceX um annual recurring revenue by the end of 27 is somewhere between 500 billion and a trillion. Brett, >> actually, >> are you going next? Sorry. >> It's okay, Brett.

10:16 You can go instead. >> Sorry. I thought on on that crazy note, I thought >> on that crazy financial >> Yeah. I don't want to give Brett a heart attack anymore. >> Thanks a lot. >> Yeah, Elwood is mega bullish on this whole AI space and the AI part is the biggest growing sector of SpaceX right now. Is the biggest revenue driver. Uh yes they do have good revenue from you know Starship this and that but but but the biggest growing part the fastest growing part of the business is AI added 6.7 billion of incremental super

10:51 intelligent solutions infrastructure yeah this and that guys for crypto is very good the fact that AI can continue without collapsing very very good very very good in general this is the big focus for this week whether meta can begin to monetize muse on top of the ad engine so this we don't know we're going to know this later today. That's number one.

11:10 Whether spaces can show Starlink's cash funding and a business that is starting to pay for itself. Here we can say yes, this has already happened. This happened yesterday. We did get nice fantastic uh results whether Tesla can move autonomy from optionality to a fleet. So this we don't know. Let's see later today. It should be later today as well. Tesla Tesla and Meta later today.

11:32 SpaceX will know already. So guys, at some point I'm sure people will create an air bubble. Uh for now though, it seems that the bull trend is continuing. We're continuing the bull trend. NASDAQ wants to open higher. Let me go back to the weekly right here. NASDAQ wants to open higher today. That's good. Uh S&P wants to open higher today. That's good.

11:57 Bull trends are sustained. Bitcoin bull trend is in the early phase. All coin bull trends if they are bullish and haven't flipped back bearish we're bullish on them. Some of them have flipped back bearish. So we are more risk off on them. For example lighter. This already happened a few weeks ago. They fell out of the bull trend. When something falls out of the bull trend we move to bullish stuff instead.

12:21 Tia by the way you guys remember TIA continues in a very nice bull. This is what we want to see. We want to see bull trend and then continuation. We don't want to see this now. It falls back be. If it falls back bearish, we're going to move to somewhere where it's bullish. Uh Zcash also turned bearish. So in this situation, what do we do? We don't beg for it to come back.

12:42 Maybe it's going to come back. I mean, likely it's going to come back, but at the same time, you have Monero, which is still in bullsh. So my preference, you do what you do, up to you. My preference is is to always be in bull trends. Always be in bull trends. Yes, it could happen that you have an asset that go goes bare and then instantly pumps again.

13:06 It's possible, but we're not here to guess. We're here to ensure that the capital grows. Okay? And we have limited downside. So my preference is to be in bullish bullish bullish assets. Um so that's in terms of uh all coins. Bitcoin it's only beginning. Uh, look here. Switzerland approves his first ever Bitcoin spot ETCF for retail. Is interesting. They didn't have it before.

13:31 Now they have. Good. JP Morgan Asset Management's base case projects Bitcoin to to outperform US stocks, bonds, and gold over the next decade. Likely going to happen. Likely going to happen. Um, especially after a big bare market like we've had. Likely going to happen. Uh now let's speak about the yield and uh how the yield is increasing on government bonds and why it's at the end of the day going to lead to the printer is going to lead to money supply going up and bitcoin nice pump.

14:08 Listen to this >> term when uh the long end of the yield curve or when when the entire yield curve is moving up. Over the last 12 months, everything's moved up say 100 basis points or so. That's bearish in the near term. Okay. >> But over the over the midterm and the long term, it's very bullish because what'll happen is the financial regulators, the Treasury, the Fed, they're going to come into the market and they're going to start to buy in order.

14:32 They're going to lower the front end of the yield curve. they're going to have to buy to keep the the far end of the yield curve from blowing out. They're going to expand the money supply. You know, there's that's what we've always done and that's what we will do in this case. There's no way that uh the powers that be are going to allow the 30-year rate to go to 10%.

14:53 >> Right? >> So, when uh when the bid disappears on the far end the yield curve, you'll actually see the money supply expand. And the big beneficiary of the money supply expanding is normally scarce desirable assets. Gold will benefit. The S&P index and risk assets will benefit. Bitcoin will benefit SCK scared, right? And and when people start to see the money supply expanding, I think you'll see a a major rally in something that nobody can print anymore of.

15:25 >> Nothing stop >> and that's Bitcoin. Fantastic. I don't know who this lady is but uh bitcoin is of course the solution if you look at the yields they have been going up a lot a lot not only in the US just internationally look at France France has very high yield France is not doing good France is actually doing extremely bad right now as a country as if look at finances as a financial entity looking very bad then of course yeah everything else you you guys know you anyone from France what's happening guys what's

15:54 happening what have you done what have you done what happened Paris what What happened? What happened? Emma from France, let us know, guys, what's happening. I mean, uh, on Twitter, there is one I'm sure in the real world, it's not as bad as on Twitter, but, uh, but still, man, yeah, look at the bond yields. Uh, that will lead to money printer. They will have to get them down.

16:14 Otherwise, it's too expensive for the government to fund itself 100%. From France. From France. I'm from France. We're effed. Yeah. Yeah. Uh, let's see. I mean, nothing is lost yet. Nothing has lost yet, but how it's mo moving, it's uh not not too good. Looking at Sena, bull trend continues in a bull trend. We're bullish. Uh 106, very good. ETH, bull trend continues in a bull trend.

16:38 We're bullish. Uh 2.4K. I mean, let's see if if they can run back to 4.7. Um looking at BNB, bull trend. Very very nice above support. Super super trades. What's happening? Elo trades bullish. Yeah, bullish and let's see. So, it is facing resistance as you can see here this area of resistance. That's where it got uh stopped for now. Let's say we break it.

17:05 I mean up until this high you have 100% basically until next big resistance cluster of resistance. Uh radium nice recovery in radium guys. Radium is very good. Very good. I mean this is the kind of stuff you want. This is the kind of stuff you want. Stop that are in bull trend. Bull trend. Now there is a bit of resistance here. We ran into resistance before.

17:24 We're going to be testing it again. Should we break above it, then you're going to have a nice rally to this area, which is like over 100% up. Very, very nice. Very, very nice. Um, let's see. Hyperlid, bullish, bullish, bullish, bullish. We'll have hyperlquid. I mean, as long as it stays bullish, fantastic. And it it is now bullish. It keeps a bull trend even though there has been volatility.

17:52 Ada ada became bullish, broke down. Um here if stop loss is hit, just wait until it goes above the this line again because it needs to prove us that it wants up that it's not going to derp around here for a long time. Uh so yeah guys, all in all earnings good AI for now at least still sustainable. Still sustainable. There is revenue that is being made here.

18:20 That's good. SpaceX proved that Meta is going to prove it today most likely. Let's keep an eye. Oh yeah, by the way, Alpenlow today. So today they are going live with uh this new consensus is going live with Alpenlo today. New consensus that's going to bring finality to 150 milliseconds should be a massive thing for everyone who is doing DeFi. Everyone who is doing any kind of trading on Salana you know that within 150 millisecond your trade is fully finalized.

18:50 Okay before it took 12 seconds. So before theoretically within 12 seconds your transaction could still be rolled back. Uh in the wallet you don't really see it because the wallet shows you confirmed but uh in rare rare cases in rare scenarios it was still theoretically possible that within 12 seconds whatever you did on chain could be rolled back. Now it's going to go from 12 seconds to 150 millconds.

19:14 So it's a that's a big deal. Massive deal for anyone who is trading any kind of big transaction especially with arbitrage. I mean for arbitrage this is massive because you act on arbitrage you need to be fast. You need to see the opportunity. You need to act on it. As soon as you act on arbitrage and you reveal the opportunity to everyone because blockchains are public.

19:35 So when you act on something you reveal to everyone. You show the opportunity to everyone and then your transaction is rolled back and now everyone everyone can try do what you just tried doing instead of you and front you. It's very bad. It's very bad. So guys that's that that's that. Uh let's go to Q&A. We are at 20 minutes. Yeah 20 minute monologue.

19:55 Let's go to Q&A. I think we covered the Zist. The Zist is fully captured. If you are in Bulmania, check out the new fantastic, fantastic, fantastic uh course uh platform at bulman.com/courses. So, we're going to be moving there. We're going to be also be connecting Discord to the completion of the course because now we have full control. We have full control of the learning platform.

20:20 And uh uh in Discord, inside Blooming Discord, soon if you've done the course, you're going to have this, you know, nice banner. is going to say that you're educated. So, we can see who is educated and who is not. Who is just uneducated playback unwashed un and who is educated. It's going to be very very nice. Guys, let's go. Let's go to Q&A questions, answers, debates.

20:42 Big shout out to Dub and let's Yeah, let's go for 10 10 minutes or so. Sana, let's go. France was a little warish this weekend. It will probably come to an come back next weekend. Uh yeah, Italy also, man. Italy, what's happening, guys? Uh educate for doing. Yes. So, while you are thinking about questions, again, reminder about newsletter. If you're not on the newsletter, join right now so we can be 24/7 in touch.

21:23 I will literally be in your pocket as soon as something happens. Boop. We're gonna be there in your pocket informing you. And also the arena arena.bullmania.com. What's your opinion on investing in DeFi liquidity pools? I'm not doing that because uh it's I mean the return number one the return is variable. So whatever return is currently it may change.

21:49 So you have to constantly monitor it. Uh, number two, risks. You have impermanent loss. You have all kinds of stuff. I would rather trade. So, it's just not for me. Um, I've never really spent too much time on that uh on that either. It could be interesting with new coins when you can get a lot of volume through your newly created u u liquidity pool and there's not too much competition, but in most cases, you're going to have the coins themselves uh having the liquidity pool as well.

22:20 So yeah, personally I don't really do liquidity pool stuff. Uh I mean in some cases if you do it on some weird decks, you could theoretically also get hacked. Uh if there's some, you know, D5 platform or something uh that is not, you know, unis swap. It's not it's not the big dexes. Um but yeah, if you're serious about uh being LP provider, of course, it's it's it's a whole business.

22:49 I mean there are businesses just doing that. So it's definitely possible to figure out but you know just being average person putting some money here and there it's not worth it. It's not worth it. It's a highly complex thing by the way. Uh how to provide liquidity properly. Uh how to not get wrecked with impermanent loss etc etc. Uh I I'm just raising guys.

23:09 I keep to investing. I keep to trading. But yeah, share with us where you do it and u uh and where yeah, what your return is also. I mean another problem is the opportunity cost because you commit capital. So you need to look at your opportunity cost also. It's not just you know how much you make, it's how much you lose by being in liquidity pool and not being somewhere else.

23:34 Uh so that lping just blue chips blue not chips blue chips. Hi how high do you think hypon will go? So our strategy is not to predict how high but if we just to or to speculate our strategy is to just be in bull trends and then how high they go we don't know no one knows how high anything will go but for Salana for example if you are to speculate um the number one is of course that we just go above the previous uh uh highs here from uh 2025.

24:24 So that's number one. Uh should we start closing here above 250 260 then the path to 500 opens up. I think it's possible for us to go to 500. I mean Sana is a totally different piece now than it was last cycle. Um and you know at the end of the bull market you may have a blowoff top to a thousand also. So no one knows at the end of the day don't worry too much about I don't really like discussing how high something can go.

24:53 Why? Because what's what if it goes bare trend before that and you're so focused on that big number. So don't be focused on the big number. But is it possible to to go to alltime high pelana? Yes, alltime high is uh I mean the actual alltime high is like 300 but the weekly close is around 250. That's I think it's super possible and probably within the coming months it can happen.

25:14 Uh and then the future just follow the bullish hand. As long as it's bullish or bullish in a blowoff top scenario, things can go very fast and things can double, you know, within a few days. If we see a 2017 style blowoff top, so be open-minded to anything and ride the trend until it ends. You can still take profits along the way. I think that's smart.

25:35 Take profit along the way. Let's say we go to 250. You could take very nice profits from Solana. Uh, and then keep a portion rising because you you don't know where it stops. It could stop also earlier than everyone thinks. Maybe it goes to, you know, 250 and then it stops there. So, you don't want to be too blind on the big num a big big number. Um, but yeah, the the big thing is to not focus too much on the target because what happens if it turns around before?

26:00 Maybe it's 10% until your target. You wait, you wait, you wait, you want it to reach and then it goes down 90% from there. So, yeah, I don't worry too much about the target, but it is possible, of course, to go to 300, 400. It's all possible. So that's also what makes it exciting to be land that you see the opportunity there is clear opportunity that to to go to hundreds hundreds of dollars maybe even touch a thousand it's possible it's it's not impossible of course it's possible it's possible if Elon Musk is going to

26:30 do one trillion revenue per year and SpaceX is so big all other companies are going to grow with it you see as soon as I I remember when the first company got above one trillion valuation was it Apple or what who was it or was it Amazon It was like 10 years ago the first ever company to go above a trillion. It was a big deal I remember. But then when when it happened then everyone went above a trillion.

26:55 Bum bum bum bum bum. A lot of companies did that. The same thing is with all other assets. When you have this you know big valuations it is also dragging crypto with it to the upside. Um and so as long as the stock market is growing, valations growing in the stock market, revenue growing in the stock market, crypto is also going to grow into that in one way or another because everything is relative.

27:18 Crypto valations are compared to stock market valations. Um so the opportunity is there but if it goes bare trend before that uh you have to be bearish. It is what and and move assets into other bullish assets. In terms of hype, let's see. Hype is casing alltime highs. uh like every few months. So the recent alltime high here around the 100 uh yeah I mean it would be price discovery it's very hard to say how how high is it going to go can go to two three everything is a memecoin so everything is kind of made up anyway

27:52 in crypto everything in crypto is a memecoin in a bull market so don't don't worry too much how high it will go okay here's what you could do just compare here IP is now 20 billion Cardano in his highest cycle went to like a 100 billion. So if hype is to do what Cardano did in like what was it 20 when did Cardano go to like 100 billion? You guys can check that needs to do a 5x that would be like $400.

28:25 Uh just to go where Cardano was and no one was using Cardano. You understand? Let's check market cap here. When did Cardano go to like a 100red billion? It was here. You see it was in 2021. It went to like 91 even higher 95 almost 100 billion here Cardano went. So if hype goes where Cardano was in 2021 and Hype has all of the users. Cardano had zero user.

28:50 It still has zero user. Then it is going to be $400. You understand? Let's see where is Solana now. Solana now is at 60. Even Solana now is lower than Cardano was at the peak when it had no user. But this is also the power of having no user. You're a pre-revenue gem. You're a pre mass adoption gem. So there is a lot of benefit to not to not have users so people can dream about how big you're going to be.

29:19 Goodman saying loving the new native course section of Bulmania. Well done. Fantastic. Fantastic. Good to hear. Good to hear. Yeah, it's very nice. So pretty. It's very nice. It's native and we don't have more login. Like before we had a separate system for the education and there was separate login and you know the the all these like external systems it's I don't know what they're doing.

29:39 We we just now with the modern tools we can we can build our own very quickly. It works well. It's fantastic. That's it. That's it. Inflation pushed these companies to trillion. So yeah I mean partial inflation of course. Uh but then just you know the the size of thinking it's it is inflation. I mean, of course, inflation is there all the time, but it's not only inflation because inflation does not push the other companies.

30:03 Actually, most companies now in S&P, they're like 30% down from the peak. So, it's not only inflation, not only inflation because inflation would push everything up. There is also the size of ambition. Okay, I would say that's the main driver that everything goes bigger and bigger and bigger because think about it, the size of ambition of Facebook, for example, started as some kind of toy.

30:25 Okay, you go there, you upload picture, you chat with your classmate. What is this? Okay. Uh so very low valuation in comparison. Then okay, now they acquired Instagram. So now they have two toys. You have one toy here, one toy there. You this one you put picture Instagram. You can put filter. Bum bum bum bum. Then okay, everyone spends all their life in those in this apps now.

30:49 Okay. Now ambition is bigger. Okay. Now news AI. It's also that you have your AI stuff and you know ambition for AI is is even massive bigger. Uh Tesla the same thing. Star car. Okay. Car nice. Okay. Now freaking rocket. Okay. SpaceX freaking rock. Okay. Now also with their data center in SpaceX. So it's also the the size of ambition and that there is credible proof in earnings that the ambition is not just a dream but it's happening.

31:21 There is proof that it's happening. revenue earnings is there. It's very nice etc etc. So that's uh uh that's very important. It's it's the size of ambition that is the number one driver of valuations and when that is uh developing in a nice way of course then it pulls crypto with it because everything is relative. um the size of ambition of AI is pushing the size of ambition of crypto as well because AI is going to be running on uh crypto payments.

31:54 I mean if you look about the future of AI they're going to be using PayPal not going to be using PayPal. So crypto being a core use case for AI is being pushed with it. But yeah then of course there's inflation but inflation would push everything up and it's not pushing everything up. Uh so it's not only inflation. Eric Guzman saying having a normal daily job with a salary is not going to cut it anymore.

32:25 100% 100% 100%. You need to become more of a money money manager. It's so important. Very important. So number one is to just get initial capital. Get your initial capital. If you have initial capital, uh, start investing in crypto. If you want to work together with us through this transformation and you have more than 100k in your portfolio, then go to bou.com, apply to join the bulier inner circle because we're focusing on this a lot.

32:56 It's uh the number one goal to be uh an investor to enter investor class. Very important. You got to own stuff working. I'm not sure what's Yeah. what's going to be needed. I mean now the physical labor is needed but as soon guys guys as soon as you have robots I would rather have a robot than a guy like renovating for example we discussed it a few months ago you guys remember today let's say you want to renovate a house make a renovation dealing with people that are going to do it is very painful very painful it's

33:27 very bad you need to manage them they they are I don't know I don't know they don't follow design or they build it ugly or they are sloppy imagine you know 10 optimals they come they do it Exactly like interior design drawing like exact to the nanometer. It's going to happen. It's a question of time. So then all of the you know the the blue color now white color is cooked first.

33:50 But blue color is going to cooked be cooked also because the service is going to be better when freaking AI Optimus is going to be doing the renovation and not a dude who is late. Then where is he? Contact the phone. where where phone not picking up why why why it's delayed why it's more expensive what's going on why you have you know then it's what happens they bring in like 10 unshered bro when you come here shower I don't want your sweat here don't shower before you come here shower okay please shower where is

34:32 hygiene you know hygiene you know the word hygiene you don't know the word hygiene exactly I can see that's Okay, you're a builder. You still can shower. No, sometimes they come. I don't know where they come. They don't speak language English. No English. What is this? What is this? Throw. They they smoke. They throw. What do you mean? Pick up. Optimus is not going to smoke and throw.

34:59 So yeah, I I I actually long for that to happen. uh for for the because I when you renovate nicely life of quality goes up a lot like if you custom build stuff and renovation it's very nice for life of quality but you need to deal with the play what is this sometimes I mean if you can find this really professional guys because building actually is highly specialized professional thing and but these professional guys they're always busy and they're not never available it's very hard to find them it's very Anyways, it's

35:31 a bit of as you can see, I have a bit of experience here with the renovation stuff. I have a bit of experience. It's been Yeah, but imagine I when is Elon Musk, please do renovation. Optimus, please do renovation. And by the way, if you are in France, imagine you had 10 uh Optimus in your store and some someone comes wants to mess with your store and your Optimus is there with the wrench.

35:53 You know, he's he's just to fix your pipe. He's just he's not violent. He's just fixing your pipe with the wrench, but he's also here to potentially to do other stuff also. In France, France is going to be a big market for Optimus. Big market for Optimus. Imagine you need to go somewhere, it's unsafe. You have 20 Optimus around you, man. The the use case for Optimus, man, it's going to be fantastic.

36:19 Fantastic. So at the end of the day, the number one thing now is to have assets. That's why I'm so passionate about what we do here. We talk about the markets. All assets are trading on the market. You got to be on the market. So you need to understand market. You need to understand speculation. You need to understand ownership. You need to understand uh charting.

36:40 So you understand? Very important. Very important guys. Very important. And again physical AI is going to happen is the next thing. Uh also look here what Quida is saying. Shower thought public opposition to AI will flip 180 once physical AI reaches the masses. So once physical AI goes mentioned, people will love AI. Love AI. For most people, digital AI is either just a nice to have or an existential threat to their job.

37:08 Physical AI actually remove stress from their but it's also going to remove a lot of job like we just we just discussed all the jobs is going to be removed. Case in point, Tesla fell driving uh has already had a bigger impact on mine than every chat. Yeah, but there's also truth in that. There's also truth in that. Does it have to really look like human though?

37:38 I mean probably yes because the world is built for humans. So if it looks like human, it can use the is the same interface, you know, it's the same interface. open door, use table, use chair, you know, go do stuff in the kitchen, go repair a sink, like all of that is done for the human to to have access to. So probably the humanoid form factor is not only for design uh which of course helps a lot if it's designed it, but see there's a big it's going to be very interesting to see the different designs.

38:12 Some designs they make them, you know, non-threatening, you know, it's it's a robot, but he's like cute and he's he's not tall. He's like a short guy. Yeah. And he's like a pillow. He's like soft like a pillow and he's like short and he has like small arm and he's there, you know, like a cute guy. He can Yeah, maybe he can he can do work. Okay, that's one design pan.

38:34 Then Optimus. If you are in France, don't pick the cute guy. If you're in France, you need protection. You pick the Optimus one with wide shoulder, you know, V-shape, uh, body composition, and you need 10 of them. Exactly. Otherwise, you get a highly specialized robot for work a human cannot do. Yeah. So, if it's something that human cannot do and where the thing wasn't designed for a person to work, then the form does not matter obviously.

39:07 Yeah, but maybe that kind of robot can be like inside your Optimus. Let's say for example, fix something in the ventilation. You cannot go there and fix yourself. But maybe Optimus, he puts his hand and then his hand like detaches and like crawls detached and fixes the ventilation. Wouldn't that be crazy? Wouldn't that be crazy? That would be crazy.

39:35 Someone wants to rob your store in France. You have Optimus. They're like throwing their hand. H hand detaches. It like, you know, face hugs the guy. Yeah. I I I don't I have this fantasy. Watching France, guys. I don't know what happened to me. I'm just thinking about different ways we can use AI to protect the French stores. I'm like, man, let's let's figure stuff out here.

40:00 If I would be a shop owner in France, I would be calling Elon now. Hey, give me Optimus, please. How much to pay? Give me Optimus. Let's Let's test it here. It's a big use case. But yeah, we're apolitical. Some people say close border. This is not true. We're apolitical. We're solutionoriented and apolitical. There are other channels discussing closing border.

40:31 But yeah, probably makes sense. But yeah, we're apolitical guys. We're we were we are since maybe a year maybe how many years ago we became apolitical guys. You guys remember we were apolitical since uh maybe two years or one I don't know time goes so fast but now we're apolitical. We're chart focused solutionoriented and apolitical. Optimus hand detaching connecting to the face is called the French kiss by Exactly.

41:01 We even have the branding. We even have the branding. Exactly. Yeah. We became a political since Trump came into office. Exactly. Exactly. Guys, here's the problem with political. I think we're too valuable to to, you know, give someone full endorsement. Like that's the only problem. No, I mean, we we love that there we don't have Camala, but at the same time, Trump is doing crazy also.

41:25 So, that's my main concern. Like, we don't love I mean, we don't love politicians at all. Okay. Okay. So, that was the main concern where I was like, man, we're too good. Like, we we don't want to be giving anyone. I mean, uh if what is this? And then whatever he does now, it's uh connected to our great name. So, that's a bit problematic. So, since then, we're apolitical.

41:51 In fact, we're apolitical. Apolitical. Very important. Ivan when the big diet. Yeah, guys, if you are interested, I could do a maybe we even do a course. Maybe we even do like a retreat how to lose fat as someone who sits at the desk almost every day. And uh yeah, how to lose fat basically because I have a bit of a journey here with the fat loss. I I had a big big fat storage.

42:25 Big fat storage. now. No. Well, I mean, I'm I'm moving closer and closer to my goal of 15%. I still have a few percent to go, but if you are a dude, try to get to 15%. Uh, if I'm to do a big diet uh book, maybe we do Health Mania. Let's see. Uh, it's going to be all about getting to 15% body fat as it's very important. It is kind of the sweet zone. Uh it's kind of it's kind of the sweet zone because if you go sweet spot say sweet spot or sweet zone both you get the sweet spot and the sweet zone anyway when you go below

43:08 15%. What happens I mean number one uh the quality of life is is going to be different. You need to be like more of a professional fat losser. Uh hormones all kinds of stuff can change. uh 15% like I'm I'm quite close to that and I mean I don't have to be like super mega professional weight losser. Obviously discipline is important but you don't you don't have to do anything crazy actually.

43:39 Uh you need discipline but it's not this you know crazy stuff. Uh now if you are very fat for you it's going to be a bit crazy because you need to adjust your thinking. You need to remove the fatas from your brain. Uh there there are many signs that you do have a fatas in your brain because losing weight is it's simple but not easy. It's simple because it's calories in calories out.

44:02 That's it. It's very easy but it's sorry it's very simple but it's not easy because the fatas in your brain tells you different stuff. It may tell you for example, hey, you deserved a nice snack. You deserved it. You deserve it. Or it may tell you, hey, you work so hard. Grab a pizza. Or it may tell, oh, you're going to lose muscle. If you don't eat, you're going to lose muscle.

44:26 Eat this cheesecake. Cheesecake. Eat a bit of cheesecake. Why are crypto influencers now turning health influencers? Is business that bad? I think it's vice versa. I think it's vice versa because once you you make money like you understand okay you can you can buy stuff but at the end of the day see when you when you are poor pleb the the only thing I mean maybe I can speak for all dudes but when you're a poor a poor pleb the only thing you need to fix is the that you become rich in one way or another okay that's very

45:03 important whether it's crypto whether it's business you need to figure out a way uh being healthy and uh and wrecked plea I mean It's a it is a way but uh I mean for me at least how it was first the finances and I spent my 20s just focusing on crypto investing like be being all in finances then you understand okay finances good but at at the same time once you get above 30 you understand okay we are kind of not unlimited here okay we are endless to prolong uh life to enjoy the fruits of your labor you better get fit.

45:42 Uh I don't know if we started it. Uh I know so MM crypto had his health already for years and years and years. Uh for me it was mainly this year that I took it seriously and then I even saw CZ where is CZ? CZ is also now flexing. So it's interesting how you know this by the way it's a very healthy trend. I love that that is this trend because just 10 maybe 20 years ago uh people would see you know maybe luxury clothes as something you know high but but now you need health you know you need health everyone can rent

46:18 luxury stuff anyone can rent it it's not a proof of anything so I love how this health focus is becoming kind of you know the what people want to achieve it's very good it's very very good but even CZ even CZ is now More health, more family. Exactly. Exactly. So, uh, it's very important actually. Very important. Ivan, lighter fell off a cliff. I told you.

46:47 I mean, if you, especially if you were in Bulmania, we told you to go to Hyperlid. And at the beginning of this stream, we also discussed lighter as an example of um where you don't want to be in bren. because it's it's a very good track record here of you know going bare here and then continuing and listen maybe it will recover at the same time there's no need to ride that there's no need to ride it as soon as something goes bare trend it's a lighter you could just move to hyperlquid it's bullish the same thing by the

47:20 way now is happening with Zcash Zcash went bare trend maybe it goes up again I mean who knows again we don't know but we're not here to pray either Zcash is bare trend we boop just switched to Monero so because that one is still bullish I mean that that's how I play it. How you do, I don't know yet how you do. It's up to you. It's up to you. Uh I'm I'm not telling you what to do.

47:39 By the way, you read the disclaimer. Pause. You do what the hell you do. I'm just telling you what I'm doing. I just tell you what I'm doing. If something is bare trend, I'm not here to gamble on it. Maybe it goes up again. But also, maybe Zcash just wants to revisit this loss here just to get a support here. It may very well happen that, you know, we just go back here and we get support from here.

48:01 um could very well happen because it's and that would be like a 60% dump by the way just to get supported here. would still be overall quite a good chart on a long long time frame. But for us on the weekly time frame, there's no need to, you know, ride it to the maybe it's going to again, no one knows the future, guys. No one knows the future. I I I don't know what's going to happen, but we just ensure that we're in bull trends.

48:22 We don't take chances. In the bull market, guys, we don't take chance in the bull market. We don't take any chance. We just have things should be bullish in bull market. In bull market, things should be bullish. Okay? If something is bearish, get out of here. We got to be in bulls. in both things. Yeah. You will give Optimus errands to do and you will have time to do what you want.

48:43 And one of those things your body asks for in boredom is exercise so you can sleep well. That that's also exactly exactly uh the a connection is true. Health is going to be massive uh massive trend. And then if you exercise, you sleep better. Everything is better. Of course. Of course. Yes. But see guys, here is where I think it's um you need it's an interesting philosophical question.

49:09 What what you should focus on first? Should you focus on money first or health first? Some people say, "Oh, but you can do both. You can have work life balance. You can do both." Guys, for me in the early stages, I'm not sure I could have done both. I'm not sure, guys, I could have done both. The way my brain works at least, I can have one mega focus at a time.

49:29 Okay? And that's I mean that's when I achieve the most if I have like two stuff it's harder. It's hard. Maybe it's still possible. I don't know. Maybe it's still possible. I don't know if I would be like fully in crypto if I would be just you know yeah let's let's do this and that. Ultimately you want to do both but you want to first achieve something big because then for example with weight loss what is interesting is that when you have something you like like a profession for me it's crypto.

49:58 It's actually easier to lose weight because when you're busy, you don't eat. Okay. The number one thing for me with weight loss has been just to not eat. You you you you need to eat less. You need to eat less. That's easy. Don't put a cookie in the cookie hole. You have a face and there in in your face there's a cookie hole there. In the cookie hole, you don't want to be throwing cake there.

50:23 And so when you're focused on something, when you work. So now, for example, guys, I do the live stream. There is no cakes going into the cookie. You understand? So it's good when you have some kind of career, some kind of business that can keep you busy and that's nice to build to begin with. I'm just thinking, let's say I was just, you know, this vipasana kind of guy, just, you know, health, spiritual, I don't have a business, I don't have crypto.

50:52 I'm just, you know, I'm doing it. Man, it's boring. What should Let me, you know, he's going go eat cake, you know. Everyone is different. Everyone's there. There there are there are there are mindfulness guys. They don't do too much and they still don't put cookie in the cookie hole. Yeah. So, what about Carl the moon? Is he uh going to end up like James Balina as late start?

51:16 Why would he end up like like James Balina, which is Rich Richard Hart, by the way? Carl didn't have a big fat sacrifice, doesn't have any tax debt in Finland. Oh, guys, by the way, I I saw an interesting theory where I I don't think it's true, but someone wrote that Richard Hart arrested himself in order to remove hexacons from his life. Like imagine a fake arrest and then now he can go live his life and hexagons are gone.

51:47 I don't think it's it's true because Finland is is looking for him. He has red notice in Interpol. So if he and now he exposes his position in the world like his location uh he's I mean he's for real wanted. He's for real wanted by Finland on an international level. He has interpol red notice. That's why I think it's unlikely. But man there is the there is conspiracies that you you remember quadriga CX the guy passed away in India people ask sometimes did he really pass away because the whole thing got hacked also okay

52:22 so let's see but normally the simplest sol the simplest explanation is the correct one like in the in in life in general the simplest explanation is the correct one and the simplest explanation is that he thought that Turkey is neutral. It's not in the EU. It's a bit of a outside the west. And he settled down there and it worked for him for like two three years.

52:45 And turns out the world is international. You cannot really hide. You cannot be Jason born in today's world. And they found him. That's it. And there is interpol red nosis. So it's very hard to travel when you have interpol red notice guys. How can we get trouble? So that's the easiest explan explanation and probably probably the correct one always.

53:10 It's like Vitalik said you remember what Vitalik said when uh Craig Wright said that he's Satoshi. Craig Vitalik said listen your explanations are too complex. The easiest explanation is that you're not Satoshi based on the facts. The easiest let me see easiest explanation. Let me see if I can find that. Actually I thought it was an interesting thought that he had there.

53:32 I've been coming back to it. Uh, where did he say that? Where did he say that? Was it on Lex Freedman? One second. Yes. One second. Let me see. >> Bitcoin on Bitcoin forums and interacting with >> Ah, no, it wasn't this one. It was on a panel. They were on a panel. Oh, yeah. Here, here, here, here, here, here, here. I think it's this one. Here, here.

54:06 Yeah. Yeah. This one. This one. >> Just a little bit of >> Here, here. Here. Okay. Yeah. Yeah. Here. Yes. I found it. >> Controversy for fun. I'll explain why I think he's probably not Satoshi. It's >> 2 minutes. Two minutes. >> First of all, very, very simple signaling theory. he had the opportunity to take two different paths of proving who uh of proving that he's him.

54:32 One path would have been to make that exact kind of proof, make a make a signature from the first uh from the first Bitcoin block, put the signature out in public, make a very simple 10-line blog post that anyone, you know, including, you know, people including, you know, cryptographers like Dan Bonand and Ben Kinsky and so forth can verify that it's him and just post that out there and let the cryptographic community do it.

54:55 Instead, he's taken this path where he's wrote this big long blog post with 200 lines. It's so confusing that even Dan Kaminsky said it's too confusing and tried to get only show that signature to a to a few select people and we're supposed to trust them. So, in general, signaling theory says if you choose if you have a good way of proving something and a noisy way of proving something and you choose the noisy way, then that means you know, chances are you that means you could be it's because you couldn't do the good

55:18 way in the first place. >> Okay. Yeah, I actually applied this in my this was like you see how baby face is I was babyface also at that time I applied it in my life since then that's more smart that's smart the simplest explanation is probably the correct one in this case Craig man why you don't prove that you're Satoshi give where is the key sign a message no you got to do oh this complex and then yes it turned out that he's not a Satoshi proven in court so yeah does Health is also the right genes.

55:52 I mean partially yes, partially yes. But for most people it's uh just not eating the cookie and not putting things in the cookie hole. I mean yes, obviously there's differences genetic obviously. Of course. But uh the biggest problems people have is the is is is the calorie. I mean it is what it is. Mo look at America. Most people actually most countries in the world now become overweight.

56:15 Is it that everyone has bad jeans? No. No. Are we going to get GTA 6 and Yes. I mean, when it comes out, I will guess it. I will get it. I I I need to see if they made it woke or not woke. There are concerns, guys, that they made it woke. But let's see. Let's see. I've read concerns that they fired all of the original dudes who made the GTA, like the original GTA, and now it's like bluehaired girls there.

57:00 Big shout to blue-haired girl. Big shout, we love you. I'm not sure you're correct person to do GTA, but we still love you. So, let's see. Let's see that. That's what I've heard. That's what I heard. Is the blue-haired girls doing GTA? Amazing girls, blue hair, maybe ex dudes. I mean, we don't know in this, you know, in this day and age. We don't know.

57:22 But big shout out to all of them. We'll have all of them. And I will test the GTA to confirm what's happening. And if you subscribe, I will let you guys know in real time. What do you think about keeping crypto on next? Why would you Didn't they get hacked? Guys, I I don't do anything this percent here, percent there. I don't I don't do it. Oh, guys.

57:47 Holy crap. I'm three minutes late to one thing. That's it. It's already three past. Thank you very much. Bye-bye. Smash of the like. Subscribe. Oh, we're so long. What guys? The Q&A just flies by. We had the very short uh content and now Q&A is uh like triple the size of the content. You understand? Time flies. Time flies. Guys, have a good day. Enjoy your uh Wednesday. See you very soon. Big shout out to Guzman and goodbye. Goodbye. Goodbye.