00:00 Saylor Nervous! 03:25 Risk of holding Microstrategy 04:00 Better of shorting on Bullmania 04:45 Uniswap: Trend pumps fundementals 06:45 Partner exchanges with great benefits 07:45 BTC cycles 09:00 Microstrategy stock issuance 10:00 Tom Lee V shaped recovery! 15:00 Coinbase Agentic wallet? 18:55 Bybit 20:00 Q an A 21:00 Ivan timeline 23:50 Sick Ideas 24:50 Plan B? 26:00 L2 Fugazi 30:00 Stop selling ETH 30:45 Market update 33:00 ZEC 35:00 HYERLIQUID 37:45 TIA 38:30 Epstein?49:45 Outro