{"author":{"username":"yes2crypto","displayName":"YES2Crypto 🎩 🟪🟡","fid":214447},"timestamp":"2026-07-03T13:47:07.000Z","text":"00:00 Intro - BTC up a bit, classic retest of the breakdown\n00:24 Time to start talking about the next big cycle 2026-2030\n00:56 More and more signs that bottom is close - AI companies are going into bear trend\n01:34 Sandisk chart - Close to flipping bearish.\n02:29 Charts tell the truth, then news catches up. Tesla and Microsoft cut AI costs\n03:30 Uber burned through AI budget too fast - Not worth it\n04:00 Coinbase using Chinese LLMs\n04:22 Mass rotation in capital coming\n05:10 AI cost and benefit does not make sense\n06:25 Incremental small improvements at high costs\n06:48 Capital rotation from AI into BTC coming soon - BTC is cheap\n08:11 Generative AI Industry pretending to be trillion dollar one, video\n10:13 AI is great but larping to be bigger than it actually is\n10:53 Moneyscanner - Super power is to know when things flip bullish-bearish in real time\n11:28 Bullmania now has link to Yahoo finance\n12:00 AI stages explained\n12:40 Shout out to BullMania\n13:08 AI step aside, it is crypto time again\n13:45 BTC spot ETF see 220M net inflow\n14:07 Alex Karp video - Blowing up the AI bubble\n15:21 AI will not steal your worthless ideas - But large companies should worry\n16:23 Billionaire class turning on AI bros - wealth tax coming\n18:22 Ansem - If in AI, Pivot to crypto\n18:42 How high can SOL go - video\n20:51 What if hopium - Just watch the start of the bull trend\n22:36 Saylor video - annoyed with interviewer, or is she just smart\n26:48 Ask questions like children - How did Adam and Eve create humanity\n28:11 How did Cain found a wife?\n28:41 Saylor video - continued. You need a stubborn woman asking how, why\n31:25 Conclusion - Saylor did not have the right audience\n32:19 Paul Atkins - SEC modernizing rules to bring things on chain\n33:20 Trump video - Did not know he made 1.4 billion from crypto\n35:07 In case of conflict of interest - Put in an external entity\n35:30 Mid terms coming - Democrats will become a big proble, for crypto\n36:38 Roman Storm - Problem with his case. Trump needs to set a precedent\n39:25 Aave V3 now live on Monad - Not a fan to have it on multiple chains.\n40:27 Hyoerliquid news - VALR\n40:47 ETH news - new NGO for Birdwatching\n42:15 BTC Ordinals now BIP-110 ready\n42:40 Just make it quantum resistant instead - Better for capital allocators\n44:12 Without quantaum safety it is not competitive with gold\n45:00 Q and A\n45:12 Shout out to Bullmania\n45:58 Q1: AI is here quantum will take years?\n47:55 Revisiting Saylor interview - Quantum is the magical tooth fairy\n51:55 Asking Grok - Latest development in quantum computing\n55:00 We will add a quantum category to Bullmania\n56:02 Q2: Does the Moneyline consider realized losses?\n56:45 A rant on on-chain not being useful - Not backtested like the MoneyLine\n59:54 Outro","farcaster":"https://farcaster.xyz/yes2crypto/0xe0e6f66c","firefly":"https://firefly.social/post/farcaster/0xe0e6f66c33cff8d01f224afe3cdde4f393c8c8d9"}