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00:00 Intro – BTC heading lower
00:05 BTC weekly chart – In the buy zone but expecting to go lower
00:27 Saylor confessed to sell BTC – MSTR transformed into a hedge fund
01:07 Saylor selling will be the bottom
01:33 Saylor is a good storyteller – but a bad investor
02:32 For the market it is bullish – Timewise we are close to the bottom
03:15 Saylor increasing the dividend to get STRC back to 100, he needs to sell BTC
04:26 Notion of high yield – High risk
04:56 MSTR will not go bankrupt – But bad for stockholders
05:39 Just buy BTC instead
06:08 MSTR chart – potential bounce
06:37 Summary – Now is the time to be bullish, there is no infinite money glitch
07:36 When you have debt you become a slave to FIAT
08:10 Welcome to the chat
08:23 Shout out to Bullmania
08:46 Shout out to Bullmania partners
09:15 USDC minting 750M stablecoins on SOL – Migrating from ETH
09:50 SOL transactions coming back
10:21 Ansem airdrop
10:55 Return of the meme – But still too early to focus on it
11:13 SOL first green candle in 9 months ?
11:32 SOL charts – Looks bad
12:56 JPMorgan backs Clarity Act – Crickets
13:56 Robinhood chain coming this week – Tokenized stocks on a corporate chain
15:01 SOL winning the distribution for tokenized stocks
15:45 A rant on Robinhood chain
17:42 Crosschain interop charts – LayerZero, in the gutter
19:27 VanEck – BNB chain explained. Chart is still above 200 WMA
20:35 TRX chart – Consolidating around ATH
21:30 BNB – Not too much innovation. Just copy everything
22:00 The washing machine of the East
22:49 Phantom wallet – Just added prediction markets
23:27 World project on SOL – Main prediction market in Phantom
24:46 CoinGecko – Current marketcaps. ADA out of the top 20
26:35 How is XRP bigger than SOL still? Reality refuses to catch up
27:56 Bankers are not using XRP – Respecting the pump though
28:37 ADA does neither tech nor price – It is a science project
29:12 Prediction markets – World Cup predictions – France will win
30:02 Coinmarketcap dashboard – still extreme fear
30:37 Good times coming to fruition
30:46 Q and A
30:59 Q1: I watched one WC game so far?
33:17 Q2: You need to drink 10 pints to enjoy football?
34:20 Q3: Holding SOL and HYPE is non competing right?
35:39 Q4: When SOL to 30?
38:04 Q5: SOL will blow HYPE out of the water?
38:27 Q6: Doomsday scenario, Buy zone for SOL is 50-60?
40:07 Q7: Which indicators and data you’ve used to determine going risk off since Oct 8?
43:56 About Dino following the Risk off signal
45:47 Saylor conclusion, time to retire STRC. CZ also does not understand STRC
50:28 Ivan agrees with CZ. No pity for MSTR holders though.
51:54 Saylor needs to sell a lot of BTC for repegging STRC
52:22 Outro


