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00:00 Intro – BTC holding the 200 WMA nicely
00:24 Stock market heatmap – Exodus capital into SpaceX IPO
00:45 Thesis – Last few months of the bear. Likely Q4, 2027 big fat bull
01:15 Many ALTs will not come back – Hold the right alts that are in bull trend
01:50 Middle East war seems to restart – Full shut down of Strait of Hormuz
02:34 BTC will shine this time – BTC at its fair price can be the risk off asset
03:30 BTC still some downside expected
03:54 Cognitive dissonance after the bear ends – Soon it is time to be bull again
04:58 BTC has the worst behind it – It will become the safe haven
05:15 Jim Cramer – BTC is bad money, gold is also bad
05:30 Gold – In a bear trend, but good for the long term portfolio
06:24 Gold will not make you rich, it is a stay rich vehicle
07:08 In the get rich stage you need to ride the trend
07:37 Once you become rich switch to staying rich mind set
08:06 Play the bull market correct for crazy gains – Infinite amount of opportunities
08:39 AI rotation into crypto could lead to biggest bull ever
09:17 DO not round-trip
09:30 SpaceX IPO expecting 4000 new millionaires. We refuse to be used as exit liquidity
11:41 BTC ETF outflows continue
12:26 BTC weekly chart – The power of the 200 WMA, good fair price. It determines the buy zone
13:24 The world agrees that BTC will be big in the future
13:54 The 200 WMA compared to the potential pump-dump.
14:54 XRP ETF – net inflow of 7.44M. Vaporware is still here
16:18 BTC L2 Botanix labs shutting down
16:44 Tom Lee keeps buying ETH – He will be our best friend soon
17:50 About macro analyst – Run for the hills
18:25 ETH unstaking FUD – Now Bitmine is buying and staking
19:17 Mastercard launches Agent Pay for machines – No agents allowed near my wallet!
20:20 Trying the new model Fable 5 – Good at coding
21:18 Created a game that looks like RuneScape – It even composed its own music
23:14 Maybe we should launch a game?
23:36 AI is very good at coding – But it is not very good at math. Stay way from my wallet
25:27 Outro – Shout out to Bullmania