{"author":{"username":"yes2crypto","displayName":"YES2Crypto 🎩 🟪🟡","fid":214447},"timestamp":"2026-06-09T11:40:39.000Z","text":"00:00 Intro - BTC is using 200 WMA as support\n00:22 BTC weekly chart - likely more downside. 4-6 months of more pain to come\n00:59 The biggest fall is already behind us though\n01:28 AI bubble is becoming massive - 3 Trillion dollar companies doing their IPO\n02:23 Rising oil prices - High risk in stock market, so be prepared for break down\n03:41 Parabola after parabola - Stock boomers will learn about breakdowns soon\n04:20 What needs to happen for crypto to come back - AI bubble burst\n04:59 BTC is te next logical step when reverting to the mean - Nothing moons forever\n05:37 SP500 is now an AI index with 493 additional companies\n06:33 Remove AI from the index - Index is flat\n07:37 Next narrative forming for capital - Good for crypto\n08:05 Top 10 stocks now make up 41 percent of the entire index - Risky concentration\n08:54 What is the return of AI on GDP\n09:54 The cost of AI is too expensive - Microsoft banned developers from using Claude Code tokens\n10:48 How muh will the SP500 retrace with fair pricing?\n11:10 Summary - BTC and stocks are correlated in case of a draw down. Last pullback\n11:58 Bull shaping up in Q4.\n12:28 AI burn-out in the news. Crypto is fresh news. Let's run it back\n13:33 Clarity Act - Not being passed now, delaying till AI bubble is finished\n14:33 Do not be the laggard - Alt coin holders think they are smarter than others\n16:43 Do not be the last cycle playbook - Privacy solutions next?\n17:28 As industry we are ready to push privacy\n18:07 BTC is now like SP500 - Let's push privacy next\n19:11 We need to decouple from Wall Street and Saylor\n19:30 ADA has a very bad chart - Stay away for now\n20:14 Investigation into Charles H - What did he do with the money?\n20:58 Thomas Braziel - Going after Charles dirty underwear. What happened to 1090 BTC?\n23:30 A rant on governance protection for crypto holders\n24:42 ADA genesis trail website\n25:13 Checking MSTR - STRC. Still below 100. They have till EOW\n26:21 Jeff Dorman - Just about any company can raise money at 11.5 percent if they wanted to\n28:17 There is nothing magic - There is no infinite money glitch. They hope for BTC to moon\n30:00 Meme - Welcome to the club ETH - Nokia and IE. Using ETH less and less\n31:11 MetaMask unveils self-custodial wallet for agentic DeFi trading\n33:20 A rant on average users understanding your services\n34:54 Bullmania waitlist - A few spots opened up\n35:57 Bullmania - Check out the partners\n36:29 Q and A\n36:53 Q1: Tom Lee bought more ETH?\n40:09 Q2: Fresh haircut, when price move?\n40:34 Q3: What ETH price would trigger rotation to ALTs?\n44:13 Q4: Going to regret missing Sandisk?\n45:13 Q5: IOTA?\n46:01 Q6: Privacy narrative, which coin will lead the rally?\n48:00 Just set alerts in Bullmania and be humble\n51:20 Q7: Can DEVs do something, we need SOL at 30?\n53:11 Q8: Just hold a good bag of BCH?\n54:10 Q9: ONDO?\n56:28 Q10: Still holding PENGU?\n58:40 Outro","farcaster":"https://farcaster.xyz/yes2crypto/0xd9cbe6511d339c42d569e27f1be62ef9828abd72","firefly":"https://firefly.social/post/farcaster/0xd9cbe6511d339c42d569e27f1be62ef9828abd72"}