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BITCOIN: EMERGENCY!!!!!!! (crazy) Transcript, AI Summary & Key Points

Ivan on Tech · 3 days ago · Entertainment · 44:41 · EN

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AI Summary

Bitcoin is falling to around $74,000, near the lows of last week, but remains in bull trend and close to the 200-week moving average at $67,000, which makes it the best risk-reward asset on the board. The trigger for the market drop is Nvidia: Jensen Huang admitted an affair with a woman described as a Chinese spy connected to Megaspeed, sending Nvidia pre-market from 186 down to 178 and dragging the broader market with it. The S&P 500 and NASDAQ are now in bear trend, so the strategy calls for being risk-off on stocks while staying bullish Bitcoin. SOL flipped bear trend at around $95 and ETH officially closed bear, as did most altcoins (XRP, Avalanche, Zcash), while TIA is still holding its bull flip. Trump defended Huang and plans to take him on an Asia trip; the Jensen affair story is expected to blow over within days, after which the bigger question is whether AI is profitable or a bubble. Post-midterm politics make AI and data centers politically tighter, pushing compute toward space (Musk, Larry Page's '99.9%' orbital comment) and to welcoming jurisdictions like Kazakhstan. Oil's steep drop below $90 WTI suggests insiders may know something, possibly a peace deal with Iran. Other stories: ETF inflows got hammered, the CLARITY Act will eventually pass because stablecoins back US treasuries, the Hyperliquid/Ansem 'Sahil files' scandal alleging $100K paid to promote the MOTHER coin (disputed by on-chain analysis), and a TradingView glitch in crypto market cap dominance calculations. Overall stance: bullish Bitcoin and crypto long term, careful with stocks in bear trend, and skeptical that meme coin pumps are organic.

Key Points

  • Bitcoin is down to about $74,000, at the lows of last week, but still in bull trend after six weeks of dumping
  • Bitcoin sits just above its 200-week moving average at $67,000, which historically acts as a floor for major assets — no case to be bearish Bitcoin there
  • Nvidia's pre-market price fell from 186 to 178 after Jensen Huang admitted an affair; a government and board probe is underway, and Nvidia's weight is dragging the whole stock market down
  • Investors worry Huang's wife may divorce him and sell her large Nvidia share stake, though rumors of the affair and Nvidia's China problem have circulated since May
  • Megabalance-sheet connection: Megaspeed, a Singapore company, allegedly sent the woman (Alice) to secure chips, and its balance sheet grew from $33 million to $3 billion on Nvidia business
  • The S&P 500 and NASDAQ are both in bear trend; NASDAQ dropped another 5% after flipping bear last week — strategy says be risk-off on stocks until they return to bull trend
  • SOL flipped bear trend at around $95; ETH officially closed bear; XRP, Avalanche and Zcash are also bear; TIA is still holding on right at the bull flip
  • Jensen Huang's story is expected to blow over within a week, and nothing is likely to happen to Nvidia as a company

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00:03 Oh yes, oh yes, yes, yes. Guys, welcome to another episode. And as guys right now, Bitcoin is falling lower. We're down to 74, basically to the lows here of last week. And the biggest problem that the market is facing right now is Nvidia. Nvidia is going to open up way lower. Look here we have the pre-market currently at 178 all the way down from 186.

00:30 By the way, in bare trend already here since end of October. When something is in bare trend, we always always have to respect it. But guys, the recent news with Nvidia is very interesting. As you know, Jensen Huang, you probably have seen it. He's been doing a bit of traveling in Asia. He's been doing a bit of traveling in Asia, getting in bed with a Chinese female spy.

00:54 He just sent out a letter to all of his employees at Nvidia saying that I was unfaithful to his to my wife. My actions hurt her and our children. There is no excuse. And so Nvidia stock is dropping. But you know, the cheating is one part. The second part is of course the probe because now the government is looking into Jensen. His board is looking into Jensen.

01:16 And of course, Nvidia is such a big part of the stock market that it is taking the stock market down, but Bitcoin is still within the bull trend. We've had a crazy six weeks here of Bitcoin dumping still in bull trend. As long as things are in bull trend, we're bullish. But also, Bitcoin, you see, it's very close to a 200 week moving average. So all in all, Bitcoin in my view still has the best riskreward being in bull trend and also being close to your 200 moving average because normally things fall to 200 moving

01:47 average. Normally in all assets 200 book moving average is kind of a floor and we're so close to it. There's no way I can be bare Bitcoin in this in this kind of circumstance in this situation and also you know with Nvidia I mean let's see guys so let let's see how it how it will figure itself out. Uh Trump came out and said that he did nothing wrong.

02:10 I Trump is like he did nothing wrong. >> I think so. Oh yeah, sure. >> Mr. President, is he going to go with you on your trip to Asia next week? >> I don't know, but I'd certainly take him. I mean, we'd have to find. I haven't heard he's done anything wrong. He dealt with somebody, but you know, so does everybody. >> Yeah, the the Bros are stepping in.

02:31 The bros are stepping in trying to save Jansen Huang. And yeah, I mean, listen. Uh, a bit of locker room talk. A bit of locker room talk. Uh, this is uh the wife. This is Alice Hang. Apparently, she cheated. She cheated with this. He cheated with this uh Chinese model. People are saying, you know, Chinese models are the best when it comes to AI. Listen, let's not get into this, but let me know in the comment section if you guys could understand what he's doing or not.

03:02 Let's not dig into too much into this drama. But one thing is clear. Normally when the CEO breaks up with the wife, you see here the chart is not that bad. Amazon app only. Bill Gates with Microsoft up only. SK He apparently this Chinese dude also broke up with the wife. You see here up only. Up only. Let's see guys. Let's see guys. I mean a crazy situation.

03:25 Crazy situation. Maybe he just should have been honest with the wife and said, "Listen, let's do swinging, you know, let's do swinger." Maybe that would be better that he's, you know, upfront and honest. Not that he goes to China fully secretive and finds this Alice hang instead. He tells the wife, "Listen, let's do uh swinger. You do swinger. I do swinger.

03:47 We do swinger." I mean, if he really he needed a solution, I think he should have just been upfront with it. I mean that that's my opinion. If he really needed a solution for swinger, he should just told the wife, listen, I mean at the end of the day, uh maybe we need some swinger. Okay. Uh it I listen no one is God. People judge Johnson very very quick, very fast.

04:13 No, no one is God. No one is God. Can we see a need for some swinging here? It's like by the way Jeremy Leebra, he's been he's been saying a lot of things here. Investors are now panicking that Jensen Hang wife will divorce him and sell her massive amount of Invidia shares. That's the biggest concern now guys. That's that's the problem with not being with not being upfront with the wife about the swinging.

04:38 Maybe if she was upfront then she wouldn't feel bad about this and maybe she wouldn't sell the stock. We still don't know if she's going to sell her stock if she divorces. But look here. In all due respect, Jensen might be the most loyal man in the world. I mean, yeah, they they've been together 40 40 plus years. They met when he was like 17. He was this, you know, awkward Asian dude and now he's like 65.

05:01 He thought, yeah, I mean, what the hell, guys? It's locker room talk. If you don't like locker room talk, maybe this stream is not for you. But today, we have a bit of the spicy topic, but on a human level, imagine being a freaking Chinese ass geek in the US. in the US. You're there in high school with all the jocks. Okay? You're not getting anything there.

05:27 You're not getting anything. You know what? You're not getting it because you're Chinese and you're a freaking geek. Okay? You're not getting any of it. Now, they've been together 40 plus years. He's soon 70. He thought, "Hey, what the hell?" And Trump is saying he did nothing wrong. By the way, the reporter asked Trump here. The reporter asked Trump if he's going to bring Jensen on his Asia trip.

05:55 So, the dudes, you know, the dudes are planning an Asia trip again. Did you guys notice that? Trump is like, "Yeah, let's go on an Asia trip with Jensen." Let's Jensen. Okay, let's go here. >> I think so. Oh, yeah. Sure. >> Mr. President, is he going to go with you on your trip to Asia next week? >> I don't know, but I'd certainly take him. I mean, it would have to find.

06:14 I haven't heard he's done anything wrong. >> Exactly. Anyway, I guess so. You see the problem? We're going to see how this will evolve itself. Trump is saying he did not do anything wrong. They are still going to go on an Asia trip together. And we have to give a big shout out to Vitalik to Vitalik in this situation because Vitalik was also almost coerced by the CCP.

06:37 Vitalik was almost captured by a CCP Chinese agent, but he did survive. Listen to this. >> Today, we're joined by Vitalik. So, I know that onboarding the next billion users is very important to the ecosystem. Um, with that in mind, what's your favorite pickup line? >> What? >> Guys, Vitalik is fully safe. Vitalik's uh uh Vitalik's um is fully protected.

07:12 He's fully fully protected. I mean you see here it's you know the virginity is strong is strong is strong. So ETH by the way in this situation ETH has this uh advantage of not being exposed to potential CCP threats. Vitalik I don't think he's ever going to be in a situation where he's investigated for helping the CCP like Jensen Huang is now. Because basically guys that lady she had he had a bit of you know affair with uh she was Chinese spy man he was ch freaking Jensen you know one you know he's almost 70 he thinks I

07:46 what the hell I'm almost almost 70 let's go and is a freaking Chinese man ah Jansen Jansen Jansen after all these years just one time he does it one time a Chinese ah what can he do what can at Vitalic, man. He's fully safe. He's fully fully safe here. >> Okay. Today, we're joined by Vitalik. So, I know that onboarding the next billion users is very important to the ecosystem.

08:17 Um, with that in mind, what's your favorite pickup line? >> What? >> Oh, yo. Yeah. Guys, big welcome. By the way, nothing is financial advice. Education only. Education only. Let me know how you're doing this fantastic Monday, guys. Fantastic Monday. Monday, people may be saying red Monday. It's a bit of red. It's a It's a bit of uh red, but at the same time, Bitcoin is bull trend.

08:46 Bitcoin close to 200 moving average, which means that Bitcoin overall is cheap in the grand scheme of things. Some things have gone bare trend. For example, Soul is already bare trend since here since basically at 95. So, it's serious when bare trend is bare trend. We've been saying that Soul is in bare trend already last week. So, uh, it sustains and it goes lower.

09:05 That's what bare trends do. ETH. Now, let's see if ETH officially closed bare. Yeah, ETH officially closed bare. So, we're out of the bear. Out of the bear, and you see here, the reason why I love Bitcoin in this circumstance even more is because S&P is now bare channel, guys. And this one is very serious because S&P listen it can easily go down here to 200E moving average.

09:26 It is the bottom. This is why Bitcoin is so good because it's very close to 200E moving average. But S&P you see in all circumstances it either comes to 200 week moving average or not. But if it comes to 200 week moving average it's like highest highest likelihood bottom highest highest likelihood bottom you know here it went a bit below it here. I mean you see throughout the history 200 week moving average for S&P for bitcoin for all these major assets it is more or less the bottom.

09:50 So S&P no one knows how it's going to go. I mean I'm not a fortune teller. Who else knows how how the price is going to be. But if it is bare trend it is the risk that it goes at least close to a 200 week moving average. There is the risk. There is the risk. It doesn't have to do it, but it's the risk. So, uh that's why it's better to be in my opinion, not financial advice.

10:09 My personal personal humble humble opinion in Bitcoin because the downside uh in terms of uh 200 week moving average is very close here. U 200 moving average is at 67 and this is the longterm nice cheap cheap cheap cheap price for uh for Bitcoin. So I remain bullish Bitcoin. If an altcoin goes bare trend, it's bearish. It is what it is. We're not we're not bullish on bare things.

10:35 But Bitcoin is very very nice and still in bull trend and close to the 200 moving average and fantastic and all in all fantastic. Now uh guys remember there are only three ways a smart person can go broke. Liquor. I guess this guy is liquor. Who is this guy? Let me know. Probably has been drinking a lot. Ladies. So apparently this is the Chinese spy.

10:55 Jen Suhang thought ah what the hell you know let's go ah Chinese spy and leverage this is uh Leopold so Leopold wrecked uh wrecked uh the situational awareness what's his fund situational awareness fund uh with his uh with his leverage very very massive leverage in Liupold and uh it's also why this ASOS they're dumping so much you know a lot of them are down 30% 20 30% very very past because there's so much leverage.

11:29 Leopold has been levered up a lot and that that's what happens unfortunately. That's what happens. We have too much leverage is big big problem. Even if things go down for for a while, if you're not leveraged, you're going to be okay. You're going to be okay. But if they go down for a while and you're leverag uh there are a few things here. Number one is this Jensen Huang thing.

11:53 I think Jensen Hang thing is going to be over. You know, no one's going to care in a week. Okay. People going to care today about his uh, you know, China situation. Tomorrow, people not going to care too much. And also, by the way, there are um not rumors, but there are opinions that it's not new because people knew about this uh this cheating uh this, you know, exploring the Chinese model, so to speak, for quite some time.

12:18 I mean there were reports on this if you if you've been reading um Twitter already, you know, for months in May, someone wrote a thread that probably the Nvidia has a China problem. Let me see if I can find it. Nvidia China problem. Uh there were threads threads already, you know, for many months, many months. Oh yeah, here here. So we are short invidia.

12:42 This guy said research. We believe Invidia has significant China problem. And then they speak about u Jensen Hang and basically Jensen Hang and Nvidia have been selling hardware to Mega Speed. And this Alice woman uh the Chinese spy that Jensen Hang did a bit of cuddling with. She was still is the executive at Mega Speed. So, Mega Speed sent Alice Hang to get Jensen Huang into the cuddling and uh also to basically buy the chips from Jensen Hang.

13:17 Now, Mega Speed is a Singapore company. They're not Chinese, but because of the China involvement, they did basically get the chips into China. I mean, that's the that's the allegation at least. Mega Space balance sheet exploded from 33 million to three billion due to the business with Nvidia bought a lot a lot of chips. Uh so the the rumors have already been going for since yeah since when?

13:43 Since since May CEO Hang has walked alongside Mega Speed at every step and seems to have a close relationship with Alis Huang. They pared together in June 2024, same month as AEX, Alibaba pledge. So you see here these rumors have been already for quite some time in the in the public. So that's why with Jensen Huang's wife selling I don't think you know there's some new concerns because she probably knew about this already.

14:11 I mean Jensen probably told her it's already it's been kind of public uh public uh knowledge for many months. So probably he told her because if I mean why wait it's already public. Uh so she probably already made decision to not sell I guess and to not divorce but that's that's the current situation and by the way Jeremy Le Febre he was also speaking about the swinger option where's the swinger option he was saying here here by the way I fully agree with this so Nvidia as a company some are suggesting this is now due

14:48 to Jensen Nvidia spy chasing scam let us know um if you think this fair as a company should dissolve itself this week. All employees should be fired immediately and uh not work for cheating CEO. I mean that that's one option not going to happen. All Nvidia shareholders should go to jail. This is due to voluntarily investing in a company that have relationship with Chinese SP.

15:10 All companies that buy Nvidia products should be forced to buy. So this I mean all this is ridiculous. All in all, nothing's going to happen to Nvidia with um with highest likelihood. Okay. But here is also a step-by-step uh how to handle the situation in the future for Jensen Huang. Ask for permission from your spouse. Okay? Uh if you want to do swinger, this is the the instruction.

15:34 Okay? This this is the instruction. Oh yo yo guys, listen. So Nvidia likely going to figure itself out and the world is going to go back to the to the bigger story whether AI is profitable or not. Whether there's going to be a payback or it's a bubble or not a bubble, that's going to be the big story moving forward. This Nvidia stuff likely going to figure itself out within the coming uh within the coming uh uh days.

15:58 Uh one thing though is um the politics as you know with the midterms that have happened the politics is going to be more tighter for AI. It's going to be harder for data centers. Uh but probably not too bad. probably not too bad because uh politicians are going to be working with a companies in Texas. You already see that the new Democrats are saying they're going to let everything finish.

16:26 They're not going to tear down the existing construction. And Trump came out and said yet again that AI you got to double down. They they will double down on AI because otherwise China's going to take everything. Listen to this. I talk to people in Silicon Valley who say that the decisions you make around AI are the most important things that you'll be remembered for.

16:46 That's what they think. And at the same But at the same time, there is all of this anxiety and concern. You are an AI bull. >> I am. >> What does the average American get out of that technology? >> Excuse me before I answer that. The reason I'm an AI bull. >> Yes. >> One of the reasons is because President Xi left here two weeks ago. We had a great meeting.

17:10 He's all in to SI as I call it because it really is super intelligence. It's a it's a much better name I think because it's not artificial. It's it's actually >> well that at least is what it's what they think they're racing towards. Yes. So China. So we're in a race with China >> and if and I said whoever wins that race wins. The level of power of winning that race is very important.

17:32 >> You had all of the AI tycoons in here. >> Yeah, I did. The people in the AI industry, I almost said the super intelligence industry, you're working on me, >> are weird. They're strange. They do things like stand outside their company and say, "Hey, we're creating this amazing company and there's a 10% chance it kills humanity." Like you standing outside a hotel and saying, "Here's my new hotel."

17:53 And it might collapse. >> But that's >> But you think that's you think that's fake? Why are you not worried about the doom fears that the people building it have? because we first of all because China is going to have it. Okay. So we don't have it. China's going to have >> Yeah. So there's like a long entry with him discussing the the different aspects but the main thing is that doubling down on AI is likely to continue even with the Democrat staff likely to continue also as AI progresses for example with SpaceX more

18:24 and more is going to move into space. I mean again you have some issue with politicians which is going to be a bigger issue if you look 10 years ahead five 10 years ahead politicians are going to be a bigger and bigger issue for AI because people are losing the jobs people don't like data center so long term it is a problem shortterm not really a problem because it gives so much jobs already to the different states with data center and there's so much money involved that uh it's not like a politician gets elected and

18:52 bulldozes everything it's it's not at least not with Republican and democ rat because you you remember what we discussed Republican Democrats, it's two buns of the same butt. Okay, the donors the donors have the money in the stock. I mean, at the end of day, it's it's two two buns of the same butt. It's not like they're going to do anything radical.

19:13 And so, uh, but long term, you you can envision a future where things do become different. They slowly changes slowly changes. Maybe more radical forces come in where they really pissed off of AI. Imagine in two years how much how many people going to be jobless because of AI source is now happening but as public uh discontent how say public hate for AI grows is may become a problem but it's not a problem now five 10 years in future politicians are going to be a problem for AI that's when we need data center in space

19:45 that's what Elon Musk is working on many people are working on data center in space so you don't need any permission from any kind of governor here and there to do it now Oh, not a problem. Not a problem. And by the way, you see Kazakhstan coming saying build all data centers you want. All data centers you want in Kazakhstan. Come to Astana. Okay. So this guy from Replet is saying really enjoyed Kazakhstan.

20:10 Super AIL government and a great place for the network school that Balaji is doing. It's going to be a big big question. Where are you allowed to build? And in the US more and more voices long-term are going to be against AI. In Europe as well because the mindset is a bit socialistic. In China it's full steam ahead. Full steam ahead. Build build build.

20:32 So a companies in the US will have to adapt. Uh by for example putting a bit of compute in space. Um who was it that discussed the 99.9% compute in space? Who was it that was doing that? One second let me check that. Um I mean quite a few people. Elon Musk is saying that nearly all future super intelligent computers will be in space but also let's see who was it Larry Page.

20:59 Larry Page here >> orbital and he said I heard this story recently that someone asked Larry Page how much of compute will be orbital and he said 59s and and the reason was it's just physics like eventually it's just like all going to be in space. You know what's so funny is like the actual space thing actually pencils out. But the reason it makes the most sense is just regulatory >> just because it skirts it just >> Yeah.

21:21 It's just basically regulatory. I think there's 500 proposed legislations to stop data center build in the United States alone, including Texas, right? Like if you can't build a data center in Texas, I don't know what we're doing anymore. And so I think like if that regulatory pressure continues and you actually can't break ground and I've heard from many of the top data center people like it's very tough to break ground right now then either you go international or you go into space.

21:45 >> Yeah. So first step is going to go international. Kazakhstan and others but it's still a problem. I mean Kazakhstan today loves AI. Maybe politician changes in Kazakhstan in the future. Uh who the hell knows? You don't know. You don't know. Also, you have all of the uh all the problems where a data center may get hit like it did in where was it? UAE UAE data center or Saudi Arabia.

22:04 But you you know one of the Amazon uh Amazon's data centers in the Middle East. Let me see was it UAE or what was it? Yeah, UAE. Amazon data center UAE attack in March. This was in March. Is it a problem? And you build something in Kazakhstan. I mean, who knows? It's close to Russia. Who the hell knows what's going to happen there in the in the region?

22:22 in the region. Kazakhstan is very good at diplomacy. They've been uh shaking hands with both sides with with three sides. Europe shaking hands, Russia, they're shaking hands. China, they're shaking hands. They're shaking hands with everyone. I mean, let's see for how long they can shake hands like this in all directions. You build a a space you build data center there.

22:41 I mean, who knows what's going to happen. Okay, in space a bit different. Now, obviously space more than 5 10 year time horizon, but AI they're going to find a way. They're going to find a way. So all in all bullish Bitcoin we're bullish crypto long-term it's going to be okay shortterm also okay but right now we are risk off stock market okay we're riskoff stock market why because S&P is bare trend NASDAQ is bare trend so we have to be careful with the stock market it is what it is it is quite far away also from 200

23:17 moving average NASDAQ also quite far away from two 200 moving So while the current situation is okay it's going to kill AI it's not going to kill AI but based on our strategy based on the rules we're careful with the stock market when it is bare trend and by the way NASDAQ you see yourself it went bare trend last week and already uh you know it got down another 5%.

23:43 So by respecting the bare trend already you could have saved 5%. For example in this case with NASDAQ u it's better to according to strategy according to how I'm working how I'm operating for me it's better to wait once it goes back into bullsh uh bull once Elon Musk gets his computing space maybe it's going to be bull trend let them focus on building it out let them fix the the issues we're going to join on the next leg up when it comes to NASDAQ S&P the same.

24:12 I mean we have to be careful with S&P also as it is now in in bare trend but Bitcoin is bull trend and close to 200 moving average um let's see oil oil is coming down that's good so potentially um everything is going to resolve itself to the bullish direction in case oil keeps dropping I mean look here this is the one of the steepest weekly drop since early COVID period oil has not been dropping this much since a very long time So the question is the question is are insiders positioning for something that they know?

24:48 Will there be some kind of peace with Iran? Uh potentially potentially I mean oil is dropping. Something is happening. I mean something is clearly happening. Um and uh the price is the biggest uh giveaway that something is happening. Oil is now back to its levels below 90 WTI. I was good. That's good. Let's see if we can drop to bare trend. That would be 82.

25:16 Below 82 it would be bare trend. That would be fantastic actually because then with highest likelihood someone knows something. Someone knows something if oil is dropping that much. Okay, someone knows something. Uh let's see. Let's see guys. Someone is selling a lot of oil. Okay. So all in all um when you look at the global macro this could be a good sign but we need for bull trend to return in S&P and the NASDAQ to be bull.

25:49 Okay that's that. Now uh let's check other stories and we'll go to Q&A. Midterm AI selloff we covered that. Oh ETF is hammered guys. Hammered hammered hammered. See here. Hammered. Absolutely hammered. Oo. 400. 400. Oo. Hammered. Hammered. Hammered. So ETF not working for us. Jensen Huang admitted an affair. He should have done a swinger agreement with the wife, but Trump said he did nothing wrong.

26:20 They're going to do an Asian trip together. And uh that's it basically. And Jensen Wang is going to be investigated because uh he this woman was a spy according to the government. Clarity act stalled clarity act. Let's see they will pass a form of it sooner or later because it is helping the US debt because stable coins are backed by treasuries. So when there's demand for stable coin, there's demand for US treasury.

26:49 It's simple. So sooner or later they will get it into law. Okay. Um, maybe Democrats will want to poke in it a bit. Elizabeth Warren maybe wants to poke in it, add something, um, remove something. But this is a question of time. Hyper liquid thesis stayed loud. Let's see what happened there. Oh, yeah. With Anom. What did he do about Hyperliquid? Let me see.

27:13 Oh, another drama. Sorry, another drama is Ansom. Uh, I don't know if you've been following during the weekend, but there actually a big drama. I will ask Bulman AI to summarize it for us, but there's a big drama with scamming allegation back and forth, but let's see his analysis on hyperlquid. >> Yeah, I said before like what you need to see with hype, you're going to see need to see them uh getting more growth with like their volumes and customers.

27:38 Right now, most of their growth is coming through trade XYZ and the crypto numbers are kind of like been pretty much down and the I think the the trader cohort that they have right now is pretty has been pretty capped. Um, so you want to going to see them have growth similar to what like Robin Hood had uh a few years back where they added like millions and millions of customers, net new customers.

27:58 You want to see the same thing happen with Hype. Um, so that's like kind of what we're waiting on with all the regulatory stuff like the partnerships with uh Kraken and other like permissioned um frontends. Um, but the thesis of them being like the AWS of finance, like the liquidity layer for a ton of other exchanges is still a super early days. And so investing in hype, I think you got to have a lot much longer term outlook than >> Yeah.

28:25 Anyway, he's bullish hype. Let's see. Is it still bull trend or did they flip hype USD? I mean, for this bull market, uh, hype is going to be fantastic. They're right on the bare flip. Right on the bare flip, but holding on. Still holding off. nasty engulfing uh bear candle. This is nasty bear. But let's see guys here as you can see it came right to the flip and then Valhalla.

28:50 So money line is acting as a fantastic support in many cases. Okay, but if it goes bare is bare. That's it. Now guys, in terms of the drama that uh I promise you there is so-called Sahil files, okay, Sahil files. Sahil is some kind of dude uh that was working with Anam. I mean according to Sahil at least he was working with Ansam and uh they shield all kinds of stuff together.

29:17 So this guy Sahil uh now there's a lot of uh discussion whether Sahil himself is a scammer. I mean you know allegations go back and forth. They go back and forth. But Sahil either he is inventing all of the screenshots for all of the different people he is exposing because he has exposed you know Jenner Kylie Jenner or who is it Jenner? Which one is it guys?

29:44 You know there's who is the dude that transition like I I don't know like there are a few of them but this is you remember when that dude or was it the woman that became a dude? Which which way which direction was it? Anyway, she had a coin that apparently uh was pump and dumped. You can you can check more about you know this Sahil file. And also he pointed to Anam where Anam apparently got 100K for promoting mother which is this um Gila Agalera Christina Agua.

30:19 What's his name? You know what? What's her name, guys? What's her name? He did mother. She did mother. What's her name? She's some influence. What's her name? Giggy. Giggy. Aguilera. Christina. Aguilera. Not Christina. Definitely not Christina. Guys, what's her name? You guys who are in so easy. Easy. Agala. Agala. Iggy. Iggy. Agala. Agalia. Anyway, so Iggy did mother coin probably went to zero and according to Sahil files, Anam shielded for 100k.

31:00 According to Sahil files, you guys can read more about it. Now, uh what did Anam say? Anom said it is fake because apparently he did not write anything to Sahil. But Sahil has another screenshot. So, I I don't know who is correct here, guys. We're just covering the drama. Uh, but if we check the the files here, so this is apparently him chatting with Anom Lauo.

31:31 This wild. Could run a few tweets. Can't hard shield, but we troll you. BTC doing some errands. Yeah, let's see. What's here? Oh, yeah. This is another guy. Hey man. Uh yeah. So anyway, he he's exposing either he has falsified all of this uh or or it is true. Oh, by the way, this is who Justin Sun. He also dogs Justin Sun, man. Justin Sun also did some pump and dump with him apparently.

32:12 Uh yeah. So check it check it out. Let's see. What is this? Sean Coms dropped a coin Diddy which ran to 100 181 million USD Anom. Who is this Diddi? This guy I don't know. Uh yeah. Anyway, uh what is this? Oh yeah, here's Iggy by the way. Here's Iggy. So this woman, she did that mother. Okay, mothercoin. Here's the alleged transaction. 129 soul sent moments before I Aala dropped M.

32:52 So guys, listen. We're not alleging anything. We're here just for for the drama. And um that's what has been happening, guys. I mean, I'm just telling you what has been happening on Twitter because I'm terminally on Twitter. I don't know if you are terminally on Twitter, but I am, you know, terminally every day on Twitter. So, I know everything. I know everything.

33:10 Maybe you guys have a life. Maybe you guys do something. Maybe you touch grass. I read Twitter. I know everything I tell you. So independent onchain looks found the alleged payment address was overwhelmingly funded by wallets tied to Sahil's own launch network. No clean direct on transfers to what clearly label as an well I mean it was a transfer to Binance from Sahil or yeah from from IGY I guess according to the hill it's from Iggy but it's funded by Sah I don't know what's happening guys bubble maps te is an

33:47 upcoming expose of a major crypto twitter k extracting millions via public plus side wallets uh so the the account was not named the timeline the the timeline immediately starts to guess Anam. Yeah, it's the big problem, guys. The big problem. Big problem. Anam himself has mostly ignored the pylon in the last days plus and postnormal macro. Yeah, bro.

34:12 You cannot hide. You cannot hide. Where you going to hide, man? Where are you going to hide? The timeline is still split. Some bag holders and defenders say early Ansome Brothers made life. Exactly. So, if you if people that have his coin, they they're trying to say, "Ah, he's good. He's good. He's good." kind of like Trump saying that Jan Zu Hang did nothing wrong.

34:32 No new smoking gun on settlements. So yeah, bottom line the core Sahil paid Anom 100k claim is disputed, denied and weakened by onchain counter analysis. Yeah, I mean it's crazy industry, guys. Crazy industry. Nothing would surprise me. I can tell you that nothing would surprise me. Nothing would surprise me. Now these dudes online, you know, they're they're they're analyzing meme.

34:56 How you analyze meme? How you analyze? You know the next runner. How you know the next runner? You know the next meme. How you know the next meme? How you know the next meme? It's a freaking pump and dumps all of it. How you going to know the next meme? It's all made up tickers. Cababal is pumping them up. How you going to know? Yeah, I'm going to post tickers.

35:16 I'm going to analyze meme. What you going to analyze? What you going to analyze? What you going to analyze? So, let's see, guys. Let's see. But I mean, it would Here's why this this situation would not surprise me because I always, you know, a bit low-key wondered how the hell this memes like there's no way it's organic, you know? There's no, you know, it's just organic.

35:43 That's not some meme. Randomly, just organically it pops. Pop. Just organically it pops. Really? Really? Really? So at the end of the day uh it's you got to understand that all all of this pump fun stuff it is coming to the surface and for most people you you are the the product. Okay. Yeah. You got to be very careful. You got to be very careful. Anyways let's go to Q&A questions answer debates discussions.

36:12 Let's go as soon as possible. And uh if you haven't, by the way, go to bullmania.com. Join the newsletter. Man, I forgot about the newsletter. Fully free newsletter. I go live morning my time. In the afternoon, I send you an update via email because that's when the stock market is uh trading. Um if something big happens during the day in the stock market, we do send an update to you.

36:38 bullmania.com first in description. Uh join as soon as possible. And of course when something goes bull or bare flip I'm sharing with you exactly how I'm thinking exactly how I'm positioning. By the way on Friday when stock market closed an email did go out where we said hey got to be careful it's now bare trend. So sometimes you get an info way before the streams because I stream morning, Monday, Monday, Friday and here in the newsletter you get sometimes extra extra extra extra content and fully free and you go to

37:10 bullme.com you sign up guys. Let's go. Let's go. Ivan, why do this kind of glitches appear on Trading View? Which glitches? Which glitch you see? Uh I see someone saying also check Bitcoin dominance. Uh um let's see. There's no glitch here. Which glitch? Zero glitch. Questions, answers. Yeah. What about pal guys? There is no update. There's no update.

37:55 There's no update. You are on your own. Even the Messiah is gone. So yeah, on daily, weekly, let's see, on daily, I mean on daily it is a bit up but nothing abnormal. USD, let me see. USDT USDT dominance. Uh ah I see what you mean. I see what you mean. Yeah. I mean here you have massive drop. Yeah I see what you mean. I I have no clue why it is like this USDC.

38:44 Let's see USDC dominance. It could be that uh trading view again. I mean this is calculation done by trading view. Could be that they just added a bunch of other data here. Um could be I mean I'm just speculating but let's say tokenized stocks if you have a bunch of tokenized stocks that are counting as crypto and then you do calculation on the dominance.

39:08 Uh but yeah let's actually check with if there's anything that AI can help us with. Did something happen with USDT? USDT and USDC on trading you. But yeah, Trading View, they did a bunch of changes to the mobile app, which are not great. People don't like the mobile app. I don't like the mobile app either. They changed a lot. Trading View in the mobile app.

40:03 Yeah. Let's see if there's something mentioned on uh on Twitter. AI is going to find it. It's looking. Do we sell Kidney to buy Bitcoin or Nvidia? So Nvidia it's uh uh I think it's a bit worse than Bitcoin. Why? Because it's far away from 200E moving average and 200 200 week moving average is let's actually let me see how far it is. Yeah. You see so with Invisa it can still fall quite a lot just you know to get back to for example 200 moving average and Bitcoin is very close to it.

40:40 So from that analysis I like Bitcoin a bit more. Also, Nvidia has had such uh you know crazy run. It it is at the beginning of a new bare trend far away from 200 moving average. Bitcoin is close to 200 moving average is bull trend. It just had a massive bear. So yeah, just based on that I would prefer uh Bitcoin just based on that. So let's see here.

41:09 Trading view data glitch recalculation on crypto cap indices not a real market event. So uh yeah traders have seen exactly exactly what's actually happening. Trading views crypto cap symbols are calculated from their own screener stop coins. Yeah. So, let's see if they're going to fix it or what's going to happen. But nothing happened. They changed something in the formula.

41:44 You know, sometimes the market caps in crypto can be manipulated. You can never trust the crypto market caps. You can have a new coin come out of nowhere with a high market cap, but then you see a wash raising or it's not real. So, could be something like that. They just look at coins that are uh not uh don't have real market caps. It's like fake market cap.

42:04 Could be. Uh but yeah, likely they're going to fix it. So in terms of changes daily change most things red few green render pepe orb that's it like for example this pie thing you know 736 it's a pump each and every day upload download upload download um so you could have an index which is calculated And then some new coin enters the top list with an inflated market cap.

42:52 Is there any coin not in B trend yet? Yeah. Let's check the different alts. XRP loading. One second. XRP went bear. Avalanche also bare uh soul bare zcash bare basically bitcoin and hyperlquid and and monero let's see tia still holding on man it's holding on tia holding on right on the bull bull flip and y runs I will I will record the whole update for the bullmania group with all the flips and everything later today.

43:35 So a detailed analysis of the different flips is going to come for bullion members. Would you lower exposure uh if bare trend? Yes, it's not bare trend yet. And as we teach in mechanical rules, we act on clear trend changes. Otherwise, you're moving the goalpost. We don't move move the goalpost. Guys, listen. I have to go because we're going to be recording a lot today for Bulmania members.

44:03 Also, if you are in Bulman, we'll have a private stream in a few hours. Also, thank you very much for being here. Big shout out to uh Matt for keeping keeping the chat going. Matt writing a lot. Uh thank you very much. Thank everyone who's watched live. Smash up the like. Subscribe if if you haven't yet. Go to the newsletter first in description. Have a great great Monday.

44:24 A lot of things are going to happen. Read today Jensen Huang story. Hopefully Mark is going to be okay. But uh with highest likelihood guys is gonna be okay. It's gonna be okay. Bitcoins. Bitcoin, guys. Bitcoin is not gonna go anywhere. It's not going anywhere.