00:00 Intro - BTC still around 83.5K 00:24 Uptober has started - Be bullish 00:56 The trend matters, not the name of the month 01:39 October average is plus 19 percent 02:10 UK yield skyrocketing, US yield as well, global rise 02:39 Financial world is losing trust in bonds 03:20 Risk free rate starts to feel risky 04:01 BTC and gold perfect solution 04:47 Printer will go BRRRRR 05:15 Erik Voorhees - Holding government treasuries is greater fool theory 06:42 Bond yield keeps climbing, nobody wants to buy 07:22 Adam Beck drama - Ivan AI slop video 08:52 Welcome to the chat 08:57 Ivans portfolio has bonds - explainer 10:08 Everything has risk - Diversify 10:34 Shout out to Bullmania - Daily market analysis results 11:06 AI stock trade is still alive 12:13 Bullmania arena restart for the new month - Bitunix joined as well 13:30 Importance of simplicity - We go higher 14:36 Remember the scare of early September? No one cares anymore 15:53 Bullish macro - PCE Inflation lower than expected 16:57 Potentially no FED hike coming 17:27 Bad news does not affect an undercooked market 18:02 XRP news - Evernorth treasury strategy coming 19:54 HBar news - Spot ETF bullish September 21:03 ADA chart - typical failure 21:54 Tradingview deprecated soon 22:53 Midnight chart - ADA getting robbed 24:00 ADA community concerned and divided 24:33 One founder two coins problem 25:26 Morgan Stanley - Gold will break 5K in Q4 25:43 Potus cheat sheet - Boss in control video 27:48 Seating chart East room - How close to POTUS ? 31:09 Ansem video - Papertrade 31:46 Q and A 32:01 Pengu Abstract drama 33:09 MetaMask Joe Lubin drama 34:41 Bullmania AI - No real drama with Pengu and Abstract 35:34 Q1: SUPER? 36:30 Q2: CHAINGPT? 36:56 Pengu Abstract drama continued - About founders, less is more 41:51 About AI productivity boost with less people 42:25 Q3: SPX vs PENGU? 44:12 Tradingview soon to be removed from Bullmania 45:53 Q4: TV can be cloned easily with AI? 46:17 Q5: TRAC and CRV? 49:43 Q6: PHALA? 51:32 Q7: Will there be a time when fundamentals will be important again?52:41 Outro - CTA, sign up for the newsletter