00:00 Intro - BTC is using 200 WMA as support 00:22 BTC weekly chart - likely more downside. 4-6 months of more pain to come 00:59 The biggest fall is already behind us though 01:28 AI bubble is becoming massive - 3 Trillion dollar companies doing their IPO 02:23 Rising oil prices - High risk in stock market, so be prepared for break down 03:41 Parabola after parabola - Stock boomers will learn about breakdowns soon 04:20 What needs to happen for crypto to come back - AI bubble burst 04:59 BTC is te next logical step when reverting to the mean - Nothing moons forever 05:37 SP500 is now an AI index with 493 additional companies 06:33 Remove AI from the index - Index is flat 07:37 Next narrative forming for capital - Good for crypto 08:05 Top 10 stocks now make up 41 percent of the entire index - Risky concentration 08:54 What is the return of AI on GDP 09:54 The cost of AI is too expensive - Microsoft banned developers from using Claude Code tokens 10:48 How muh will the SP500 retrace with fair pricing? 11:10 Summary - BTC and stocks are correlated in case of a draw down. Last pullback 11:58 Bull shaping up in Q4. 12:28 AI burn-out in the news. Crypto is fresh news. Let's run it back 13:33 Clarity Act - Not being passed now, delaying till AI bubble is finished 14:33 Do not be the laggard - Alt coin holders think they are smarter than others 16:43 Do not be the last cycle playbook - Privacy solutions next? 17:28 As industry we are ready to push privacy 18:07 BTC is now like SP500 - Let's push privacy next 19:11 We need to decouple from Wall Street and Saylor 19:30 ADA has a very bad chart - Stay away for now 20:14 Investigation into Charles H - What did he do with the money? 20:58 Thomas Braziel - Going after Charles dirty underwear. What happened to 1090 BTC? 23:30 A rant on governance protection for crypto holders 24:42 ADA genesis trail website 25:13 Checking MSTR - STRC. Still below 100. They have till EOW 26:21 Jeff Dorman - Just about any company can raise money at 11.5 percent if they wanted to 28:17 There is nothing magic - There is no infinite money glitch. They hope for BTC to moon 30:00 Meme - Welcome to the club ETH - Nokia and IE. Using ETH less and less 31:11 MetaMask unveils self-custodial wallet for agentic DeFi trading 33:20 A rant on average users understanding your services 34:54 Bullmania waitlist - A few spots opened up 35:57 Bullmania - Check out the partners 36:29 Q and A 36:53 Q1: Tom Lee bought more ETH? 40:09 Q2: Fresh haircut, when price move? 40:34 Q3: What ETH price would trigger rotation to ALTs? 44:13 Q4: Going to regret missing Sandisk? 45:13 Q5: IOTA? 46:01 Q6: Privacy narrative, which coin will lead the rally? 48:00 Just set alerts in Bullmania and be humble 51:20 Q7: Can DEVs do something, we need SOL at 30? 53:11 Q8: Just hold a good bag of BCH? 54:10 Q9: ONDO? 56:28 Q10: Still holding PENGU?58:40 Outro