@yes2crypto.eth
00:00 Intro - BTC down and below 82K
00:16 Cyber security - BlackOctober, PHP, Github, Node.Js getting hacked
00:56 70 percent of the internet got hacked
01:29 BTC still holding on, but big derisking happening
02:04 Japan Prime Minister - Everyone update your PHP version
03:03 AI industry seems to be ok - Meta Muse AI earnings are ok
03:56 Big question - Is AI profitable, sustainable?
05:04 Cybersecurity - very good performance for CrowdStrike
05:42 Palo Alto chart- avoid
05:58 ZScaler chart - bullish
06:12 Cloudlare chart - bullish
06:34 Disclaimer
07:18 Welcome to the chat
07:30 Shout out Bullmania - Sign up for the newsletter
08:10 No algorithm will mess with the newsletter
08:59 Gooseman did an Ivan vs Peter Schiff game
09:45 AI FUD - Matt Levine model about AI CDS and systematic risk
12:35 SP500 and NASDAQ charts - Bull and bear trend scenarios
14:57 Disclaimer
15:23 Big profits - We will rename the book because FB thinks it is a scam
16:09 Recovery table - We do not want to lose money
17:00 BTC chart - We wait for the weekly close. Follow the trend
17:57 September was time to buy the dip
18:37 BTC Scenarios
19:13 Clear strategies, clear rules
19:34 Gold video - Nuclear fusion to create gold
21:54 Turning mercury into stable gold
22:42 No quantum protection for gold
23:32 Beginning of exponential growth in intelligence
23:59 Chamath video - BTC is going to zero
26:40 Reacting to Chamath
28:30 Frenc shopowners need Unitree robot
29:21 Age of AI - You need to own assets. Social unrest brewing
31:10 Checking Unitree Yushu Technology chart
31:57 Q and A
32:07 Join Bullmania - 100K portfolio needed
33:27 Gooseman game - Ivan vs Schiff
35:36 Q1: How much was the Rolex?
38:02 Q2: Top 2 cool ideas for vibe coding?
40:10 We vibe coded our own course platform - Requirements are key
43:38 Number one problem with AI is attention
44:13 Q3: Do you hold any leverage trades?
45:50 Matt, Where is your YT video on plumbing?
47:24 Q4: PENGU?
49:45 Disclaimer
49:57 Q5: How do you chose your runners?
51:35 Outro - CTA
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