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00:00 Intro – BTC is using 200 WMA as support
00:22 BTC weekly chart – likely more downside. 4-6 months of more pain to come
00:59 The biggest fall is already behind us though
01:28 AI bubble is becoming massive – 3 Trillion dollar companies doing their IPO
02:23 Rising oil prices – High risk in stock market, so be prepared for break down
03:41 Parabola after parabola – Stock boomers will learn about breakdowns soon
04:20 What needs to happen for crypto to come back – AI bubble burst
04:59 BTC is te next logical step when reverting to the mean – Nothing moons forever
05:37 SP500 is now an AI index with 493 additional companies
06:33 Remove AI from the index – Index is flat
07:37 Next narrative forming for capital – Good for crypto
08:05 Top 10 stocks now make up 41 percent of the entire index – Risky concentration
08:54 What is the return of AI on GDP
09:54 The cost of AI is too expensive – Microsoft banned developers from using Claude Code tokens
10:48 How muh will the SP500 retrace with fair pricing?
11:10 Summary – BTC and stocks are correlated in case of a draw down. Last pullback
11:58 Bull shaping up in Q4.
12:28 AI burn-out in the news. Crypto is fresh news. Let’s run it back
13:33 Clarity Act – Not being passed now, delaying till AI bubble is finished
14:33 Do not be the laggard – Alt coin holders think they are smarter than others
16:43 Do not be the last cycle playbook – Privacy solutions next?
17:28 As industry we are ready to push privacy
18:07 BTC is now like SP500 – Let’s push privacy next
19:11 We need to decouple from Wall Street and Saylor
19:30 ADA has a very bad chart – Stay away for now
20:14 Investigation into Charles H – What did he do with the money?
20:58 Thomas Braziel – Going after Charles dirty underwear. What happened to 1090 BTC?
23:30 A rant on governance protection for crypto holders
24:42 ADA genesis trail website
25:13 Checking MSTR – STRC. Still below 100. They have till EOW
26:21 Jeff Dorman – Just about any company can raise money at 11.5 percent if they wanted to
28:17 There is nothing magic – There is no infinite money glitch. They hope for BTC to moon
30:00 Meme – Welcome to the club ETH – Nokia and IE. Using ETH less and less
31:11 MetaMask unveils self-custodial wallet for agentic DeFi trading
33:20 A rant on average users understanding your services
34:54 Bullmania waitlist – A few spots opened up
35:57 Bullmania – Check out the partners
36:29 Q and A
36:53 Q1: Tom Lee bought more ETH?
40:09 Q2: Fresh haircut, when price move?
40:34 Q3: What ETH price would trigger rotation to ALTs?
44:13 Q4: Going to regret missing Sandisk?
45:13 Q5: IOTA?
46:01 Q6: Privacy narrative, which coin will lead the rally?
48:00 Just set alerts in Bullmania and be humble
51:20 Q7: Can DEVs do something, we need SOL at 30?
53:11 Q8: Just hold a good bag of BCH?
54:10 Q9: ONDO?
56:28 Q10: Still holding PENGU?
58:40 Outro