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00:00 Intro – BTC up a bit, classic retest of the breakdown
00:24 Time to start talking about the next big cycle 2026-2030
00:56 More and more signs that bottom is close – AI companies are going into bear trend
01:34 Sandisk chart – Close to flipping bearish.
02:29 Charts tell the truth, then news catches up. Tesla and Microsoft cut AI costs
03:30 Uber burned through AI budget too fast – Not worth it
04:00 Coinbase using Chinese LLMs
04:22 Mass rotation in capital coming
05:10 AI cost and benefit does not make sense
06:25 Incremental small improvements at high costs
06:48 Capital rotation from AI into BTC coming soon – BTC is cheap
08:11 Generative AI Industry pretending to be trillion dollar one, video
10:13 AI is great but larping to be bigger than it actually is
10:53 Moneyscanner – Super power is to know when things flip bullish-bearish in real time
11:28 Bullmania now has link to Yahoo finance
12:00 AI stages explained
12:40 Shout out to BullMania
13:08 AI step aside, it is crypto time again
13:45 BTC spot ETF see 220M net inflow
14:07 Alex Karp video – Blowing up the AI bubble
15:21 AI will not steal your worthless ideas – But large companies should worry
16:23 Billionaire class turning on AI bros – wealth tax coming
18:22 Ansem – If in AI, Pivot to crypto
18:42 How high can SOL go – video
20:51 What if hopium – Just watch the start of the bull trend
22:36 Saylor video – annoyed with interviewer, or is she just smart
26:48 Ask questions like children – How did Adam and Eve create humanity
28:11 How did Cain found a wife?
28:41 Saylor video – continued. You need a stubborn woman asking how, why
31:25 Conclusion – Saylor did not have the right audience
32:19 Paul Atkins – SEC modernizing rules to bring things on chain
33:20 Trump video – Did not know he made 1.4 billion from crypto
35:07 In case of conflict of interest – Put in an external entity
35:30 Mid terms coming – Democrats will become a big proble, for crypto
36:38 Roman Storm – Problem with his case. Trump needs to set a precedent
39:25 Aave V3 now live on Monad – Not a fan to have it on multiple chains.
40:27 Hyoerliquid news – VALR
40:47 ETH news – new NGO for Birdwatching
42:15 BTC Ordinals now BIP-110 ready
42:40 Just make it quantum resistant instead – Better for capital allocators
44:12 Without quantaum safety it is not competitive with gold
45:00 Q and A
45:12 Shout out to Bullmania
45:58 Q1: AI is here quantum will take years?
47:55 Revisiting Saylor interview – Quantum is the magical tooth fairy
51:55 Asking Grok – Latest development in quantum computing
55:00 We will add a quantum category to Bullmania
56:02 Q2: Does the Moneyline consider realized losses?
56:45 A rant on on-chain not being useful – Not backtested like the MoneyLine
59:54 Outro