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00:00 Intro – The beginning of the end of the BTC bear
00:10 We are in Q3 – Bear normally lasts a year
01:07 BTC weekly chart – Green shiny buy zone. DCA-ing here makes sense
01:38 Scott Melker – Consensus is that we go lower
02:05 We said – Don’t trust the fake pump in April May
03:03 Emotional toddler response from Twitter was crazy
03:37 Avi – Not bullish on BTC anymore, risk reward has radically changed
05:54 Markets don’t care about the rate cut – Bullish on future of AI
06:50 AI Parabolas end somehow – Disappointment will be on how fast it will be adopted
07:45 Palantir founder video – Does not like way AI is being used now
10:34 Frontier labs not structured in a correct way
11:05 Switch from AI to crypto later this year coming – Tech stocks already bearish
11:50 Gold and silver as bearish example
12:40 Being bearish in the buy zone is stupid – Plebes are getting cooked
13:21 Shout out to Bullmania – Join the waitlist
14:09 Saylor video – Destroying the STRC FUD
17:50 Be careful
18:20 USDT not in MiCA – Paolo Ardoino explains why not
21:40 Good to have a stablecoin not exposed to EU regulations for self custody
22:47 BTC discussion – BIP-110
24:10 Make BTC quantum safe instead – Focus on the correct thing
26:20 ETH failed because geeks focus on things no one cares about
27:00 BTC – Main client is capital allocator, store of value
28:18 Matthew Kratter video – On BIP-110
29:14 Fix quantum please!
29:27 Robinhood Chain launched – Corporate chain. Buy the stock instead
30:50 Watch them panic when Kim Jong-un will start using it – A rant
32:55 Morpho chart – Keep an eye on it.
33:27 Robinhood now uses Chainlink as oracle
34:21 Robinhood stock weekly chart – Bullish
35:00 No corporate chain please – Use SOL instead
36:04 Shout out to Bullmania
36:41 Bullmania users success stories
38:01 SOL chart – still bearish
39:20 SOL news – World launches on SOL
39:58 SOL transactions at ATH
40:41 SOL – local fee market explained
41:41 Every chain uses ChainLink the value never goes to the token
42:48 SOL now has 10x users over ETH
43:55 dYdX rebranded to Arcus
44:27 VVV news – raised 65M Series A. Where is the loyalty
46:09 Jeremy Allaire – OUSD thoughts, asking Grok, slightly bullish
50:55 Circle chart – bearish for a reason, stay away
51:57 Influencer coins – Don’t beg, build a brand instead
52:59 Crypto dudes don’t use Instagram or TikTok that much
53:39 If we do a coin, could we grow the channel?
55:32 Q and A
55:33 Q1: How much revenue to make on Youtube?
56:14 Shout out to Bullmania – Use our partners
57:48 Outro