{"author":{"username":"yes2crypto","displayName":"YES2Crypto 🎩 🟪🟡","fid":214447},"timestamp":"2026-10-01T13:20:54.000Z","text":"00:00 Intro - BTC still around 83.5K\n00:24 Uptober has started - Be bullish\n00:56 The trend matters, not the name of the month\n01:39 October average is plus 19 percent\n02:10 UK yield skyrocketing, US yield as well, global rise\n02:39 Financial world is losing trust in bonds\n03:20 Risk free rate starts to feel risky\n04:01 BTC and gold perfect solution\n04:47 Printer will go BRRRRR\n05:15 Erik Voorhees - Holding government treasuries is greater fool theory\n06:42 Bond yield keeps climbing, nobody wants to buy\n07:22 Adam Beck drama - Ivan AI slop video\n08:52 Welcome to the chat\n08:57 Ivans portfolio has bonds - explainer\n10:08 Everything has risk - Diversify\n10:34 Shout out to Bullmania - Daily market analysis results\n11:06 AI stock trade is still alive\n12:13 Bullmania arena restart for the new month - Bitunix joined as well\n13:30 Importance of simplicity - We go higher\n14:36 Remember the scare of early September? No one cares anymore\n15:53 Bullish macro - PCE Inflation lower than expected\n16:57 Potentially no FED hike coming\n17:27 Bad news does not affect an undercooked market\n18:02 XRP news - Evernorth treasury strategy coming\n19:54 HBar news - Spot ETF bullish September\n21:03 ADA chart - typical failure\n21:54 Tradingview deprecated soon\n22:53 Midnight chart - ADA getting robbed\n24:00 ADA community concerned and divided\n24:33 One founder two coins problem\n25:26 Morgan Stanley - Gold will break 5K in Q4\n25:43 Potus cheat sheet - Boss in control video\n27:48 Seating chart East room - How close to POTUS ?\n31:09 Ansem video - Papertrade\n31:46 Q and A\n32:01 Pengu Abstract drama\n33:09 MetaMask Joe Lubin drama\n34:41 Bullmania AI - No real drama with Pengu and Abstract\n35:34 Q1: SUPER?\n36:30 Q2: CHAINGPT?\n36:56 Pengu Abstract drama continued - About founders, less is more\n41:51 About AI productivity boost with less people\n42:25 Q3: SPX vs PENGU?\n44:12 Tradingview soon to be removed from Bullmania\n45:53 Q4: TV can be cloned easily with AI?\n46:17 Q5: TRAC and CRV?\n49:43 Q6: PHALA?\n51:32 Q7: Will there be a time when fundamentals will be important again?\n52:41 Outro - CTA, sign up for the newsletter","farcaster":"https://farcaster.xyz/yes2crypto/0x526c1f85","firefly":"https://firefly.social/post/farcaster/0x526c1f854663a857352dcc7f3f67d8f084d637d6"}