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00:00 Intro – BTC is at 200 WMA
00:08 BTC weekly chart – pump and dump because of US strikes on Iran
00:40 Trump video – Iran lies
01:20 Trump video – They want to make a deal so badly
01:40 Experiencing Groundhog day
02:20 WTI Oil chart – Up a bit, but nothing big
02:59 Hyperliquid the best for this situation – Bullish on Hype
03:42 BTC – No news will affect the 4y cycle
04:50 BTC cycle chart – Bear, Pre-bull, 1st bull, 2nd bull
05:36 Human psychology just takes a year to reset
06:23 Benjamin Cowen – People thinking the 4y cycle is dumb are proven wrong
07:30 The psychological trap of being scammed
08:39 Do not be stuck in the fugazi
09:07 Shout out to Bullmania – Join the waitlist
09:45 Overall market view – BTC, SOL
10:00 About Robinhood chain, corporate chains will lose relevancy. Remember Base?
11:04 It is a race to the bottom
11:42 Hayden Adams – UniSwap doing well on Robinhood
12:07 Meme coins doing well on Robinhood though
13:10 Imagine if Robinhood just plugged in SOL
13:47 Rant on Robinhood continues
14:46 Offchain labs – 10 percent fees go to Arbitrum
15:44 Rasmr video – Robinhood should partner with SOL or HYPER
17:10 Corporate chains set us back a few years – Just build on SOL
17:59 How do you profit from Robinhood, just buy the stock?
18:20 L2s are never good for ETH
19:25 Only good when L2s paid a lot of fees to ETH
20:11 OpenSea now supports Robinhood
20:51 World – migrating from SOL to Robinhood
22:12 BNB chain news – cutting block intervals. We need dApps
23:24 Coinbase – 7 percent APY when lending USDC
24:15 Base news – Beryl and B20 token standard
26:32 Robinhood chart – bullish
26:58 Coinbase chart – bearish
27:40 Senator Lummis – Last chance for getting legislation for digital assets before 2030
29:15 Shout out to Bullmania – Sign up for our newsletter
29:54 Bullmania – Extra deal with WEEX
31:04 Bullmarket is coming back – Paradigm raising funds
31:37 India central bank backs crypto ban
32:04 SK Hynix coming to SOL on Backpack
33:31 Wintermute – About the so-called manipulation
34:58 Wintermute – compute forward
36:21 Is there a chart for GPU capacity pricing
38:12 Treasury AI bubble
39:18 NVidia – We need 100B USD for 1GW AI factory
40:00 The truth about AI – LLMs are a dead end
42:53 Comparing AI with iPhone evolution
44:11 We have Moneyline and Bullmania instead
44:46 Mert – Investing into SOL startups
44:59 Zapper – Shutting down
45:40 About competitiveness
47:26 Q and A
47:57 Q1: In Belgium all factories and BUG companies are subsidised?
48:49 Q2: How much of crypto value is speculative vs real usage?
52:07 Q3: Like the fact that you are unfiltered?
52:26 Q4: How much daily transactions does ETH need to justify 150B market cap?
54:00 About governance on SOL vs ETH
57:14 Q5: How do you spend your time during the bear market?
58:55 Q6: I am not a trader, I am an investor?
01:00:52 Outro


