{"author":{"username":"yes2crypto","displayName":"YES2Crypto 🎩 🟪🟡","fid":214447},"timestamp":"2026-02-03T11:57:28.000Z","text":"00:00 Intro - BTC bouncing\n00:21 BTC weekly chart - closing the CME gap?\n00:35 Most important narrative for the bulls - ISM above 50\n01:23 ISM is going to fix everything - Run it hot\n02:39 Why I do not use ISM in my trading\n03:16 ISM narrative might give some tailwind - But just follow the chart\n03:36 Ben Cowen - ISM is a very bad signal.\n04:00 Correlation vs Causation infotainment\n04:35 In crypto we are the best at finding hopium\n05:03 Conclusion - follow the chart and follow the price\n05:38 Tom Lee video - We are bottoming (again)\n06:37 Tom Lee meme video\n07:36 Tom Lee currently number 5 in biggest public trade losses\n08:25 People speaking on TV have other incentives\n09:32 Cathie Wood video - On crypto volatility\n10:18 BTC weekly chart - Shallowest 4y cycle\n11:14 Be a bit more humble - 4 year cycle still works.\n12:21 NVidia CEO video - Year of the horse, bullish\n13:00 Will Trump do another coin?\n14:10 CZ - You fudda me I take away UR SUPA CYCRE\n15:09 Do not blame CZ for everything\n16:16 Bullmania members making nice gains. Some also lost when not trying to use mechanical rules\n18:00 Law of large numbers\n18:18 Shout out to Bullmania - Partners I use\n18:40 Hyperliquid news - supports Outcome trading aka Prediction markets\n20:36 HYPE chart - Potential HODL for the next bull run\n21:57 HYPE vs HOOD overview\n22:52 Keep to the strategy for now - Risk off\n23:21 OpenAI-NVidia concerns video - NVidia CEO, not investing 100B\n27:43 Similar to systemic risk with FTX debacle - Bank run language?\n29:30 ING Germany now allows retail access to BTC, ETH, SOL ETPs\n31:10 Q and A\n31:52 Q1: Will you add stocks to your portfolio?\n33:56 Q2: I am a Europoor German?\n35:50 Q3: Russian gas is O2 for German economy?\n36:59 Q4: Input for inspirational speech? Learn a hard skill\n41:13 Q5: Looking for an intern?\n44:23 WEN Optimus? I need one for all chores and maintenance. Blue collar workers watch out!\n49:11 Q6: When creating a mini game, does it need tokenomics?\n52:00 About robotic lawn mowers and breaking cables\n54:42 Back to the future topic\n55:43 Q7: Suggest to take your whole family out of the EU?\n56:21 Q8: AI takes all jobs, what is the purpose of humans then?\n59:21 Outro","farcaster":"https://farcaster.xyz/yes2crypto/0x3151f4901e754c64999f89ff831445eb9dd27777","firefly":"https://firefly.social/post/farcaster/0x3151f4901e754c64999f89ff831445eb9dd27777"}