00:00 Intro - BTC bouncing 00:21 BTC weekly chart - closing the CME gap? 00:35 Most important narrative for the bulls - ISM above 50 01:23 ISM is going to fix everything - Run it hot 02:39 Why I do not use ISM in my trading 03:16 ISM narrative might give some tailwind - But just follow the chart 03:36 Ben Cowen - ISM is a very bad signal. 04:00 Correlation vs Causation infotainment 04:35 In crypto we are the best at finding hopium 05:03 Conclusion - follow the chart and follow the price 05:38 Tom Lee video - We are bottoming (again) 06:37 Tom Lee meme video 07:36 Tom Lee currently number 5 in biggest public trade losses 08:25 People speaking on TV have other incentives 09:32 Cathie Wood video - On crypto volatility 10:18 BTC weekly chart - Shallowest 4y cycle 11:14 Be a bit more humble - 4 year cycle still works. 12:21 NVidia CEO video - Year of the horse, bullish 13:00 Will Trump do another coin? 14:10 CZ - You fudda me I take away UR SUPA CYCRE 15:09 Do not blame CZ for everything 16:16 Bullmania members making nice gains. Some also lost when not trying to use mechanical rules 18:00 Law of large numbers 18:18 Shout out to Bullmania - Partners I use 18:40 Hyperliquid news - supports Outcome trading aka Prediction markets 20:36 HYPE chart - Potential HODL for the next bull run 21:57 HYPE vs HOOD overview 22:52 Keep to the strategy for now - Risk off 23:21 OpenAI-NVidia concerns video - NVidia CEO, not investing 100B 27:43 Similar to systemic risk with FTX debacle - Bank run language? 29:30 ING Germany now allows retail access to BTC, ETH, SOL ETPs 31:10 Q and A 31:52 Q1: Will you add stocks to your portfolio? 33:56 Q2: I am a Europoor German? 35:50 Q3: Russian gas is O2 for German economy? 36:59 Q4: Input for inspirational speech? Learn a hard skill 41:13 Q5: Looking for an intern? 44:23 WEN Optimus? I need one for all chores and maintenance. Blue collar workers watch out! 49:11 Q6: When creating a mini game, does it need tokenomics? 52:00 About robotic lawn mowers and breaking cables 54:42 Back to the future topic 55:43 Q7: Suggest to take your whole family out of the EU? 56:21 Q8: AI takes all jobs, what is the purpose of humans then?59:21 Outro