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0:00 Bitcoin retests 200W MA – still in the buy zone
1:04 Job market weakens – Fed turns dovish, deflation risk
2:08 Kevin Warsh’s credibility play explained
3:05 Iran ceasefire holding – oil below $72, inflation lag
4:29 Q4 Bitcoin bottom thesis lining up
5:04 Anatomy of a Fed pivot (step by step)
6:14 Does this change the 40s–50s downside? Patience with macro
7:52 Message to future self: be careful in 2029
8:53 Cathie Wood’s Bitcoin/gold “bottom” chart
10:36 Raoul Pal’s global liquidity chart
11:37 Michael Saylor’s Bitcoin risk article – reacting
14:06 The REAL biggest risk: quantum (and why Saylor ignores it)
16:04 Vitalik’s new Ethereum roadmap
16:47 The “researcher” problem – Elon Musk was right
20:41 Privacy + quantum resistance: the best parts
22:13 Lean Ethereum – why 3-4 years is too slow
23:08 ETH’s positioning problem vs Bitcoin & Solana
26:06 Starks, snarks & formal verification explained
32:26 NEAR dev: “Vitalik copied our roadmap”
34:53 Could AI build it in 1 year?
36:33 Coinbase AI hallucinating fake World Cup results
37:19 Bullmania update – new Money Scanner filters
39:40 Robinhood launches agentic crypto accounts
41:45 Solana: RWA all-time high, but still bear trend
44:37 Alex Karp: “OpenAI & Anthropic take your IP”
46:24 AI stocks flipping bearish – Nvidia, Meta, Tesla
48:01 Zuckerberg admits $145B AI bet isn’t paying off
50:12 The Silk Road hacker who stole 50,000 BTC
55:15 New Twitter seed phrase scam – don’t fall for it
58:00 Outro – join the Bullmania waitlist