@yes2crypto.eth

00:00 Intro - BTC up a bit, classic retest of the breakdown 00:24 Time to start talking about the next big cycle 2026-2030 00:56 More and more signs that bottom is close - AI companies are going into bear trend 01:34 Sandisk chart - Close to flipping bearish. 02:29 Charts tell the truth, then news catches up. Tesla and Microsoft cut AI costs 03:30 Uber burned through AI budget too fast - Not worth it 04:00 Coinbase using Chinese LLMs 04:22 Mass rotation in capital coming 05:10 AI cost and benefit does not make sense 06:25 Incremental small improvements at high costs 06:48 Capital rotation from AI into BTC coming soon - BTC is cheap 08:11 Generative AI Industry pretending to be trillion dollar one, video 10:13 AI is great but larping to be bigger than it actually is 10:53 Moneyscanner - Super power is to know when things flip bullish-bearish in real time 11:28 Bullmania now has link to Yahoo finance 12:00 AI stages explained 12:40 Shout out to BullMania 13:08 AI step aside, it is crypto time again 13:45 BTC spot ETF see 220M net inflow 14:07 Alex Karp video - Blowing up the AI bubble 15:21 AI will not steal your worthless ideas - But large companies should worry 16:23 Billionaire class turning on AI bros - wealth tax coming 18:22 Ansem - If in AI, Pivot to crypto 18:42 How high can SOL go - video 20:51 What if hopium - Just watch the start of the bull trend 22:36 Saylor video - annoyed with interviewer, or is she just smart 26:48 Ask questions like children - How did Adam and Eve create humanity 28:11 How did Cain found a wife? 28:41 Saylor video - continued. You need a stubborn woman asking how, why 31:25 Conclusion - Saylor did not have the right audience 32:19 Paul Atkins - SEC modernizing rules to bring things on chain 33:20 Trump video - Did not know he made 1.4 billion from crypto 35:07 In case of conflict of interest - Put in an external entity 35:30 Mid terms coming - Democrats will become a big proble, for crypto 36:38 Roman Storm - Problem with his case. Trump needs to set a precedent 39:25 Aave V3 now live on Monad - Not a fan to have it on multiple chains. 40:27 Hyoerliquid news - VALR 40:47 ETH news - new NGO for Birdwatching 42:15 BTC Ordinals now BIP-110 ready 42:40 Just make it quantum resistant instead - Better for capital allocators 44:12 Without quantaum safety it is not competitive with gold 45:00 Q and A 45:12 Shout out to Bullmania 45:58 Q1: AI is here quantum will take years? 47:55 Revisiting Saylor interview - Quantum is the magical tooth fairy 51:55 Asking Grok - Latest development in quantum computing 55:00 We will add a quantum category to Bullmania 56:02 Q2: Does the Moneyline consider realized losses? 56:45 A rant on on-chain not being useful - Not backtested like the MoneyLine 59:54 Outro

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