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BITCOIN AND ALTCOINS: BIGGEST CYCLE LOADING!!!! ๐Ÿšจ๐Ÿšจ๐Ÿšจ 00:00 Intro - BTC still around 200 WMA 00:10 BTC weekly chart - Still in the bear trend and buy zone 00:34 Norway sovereig wealth fund bought more MSTR 01:04 Saylor BTC video 01:58 Saylor BTC video 2 02:32 Stock market still...

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Ivan on Tech ๐Ÿณ๐Ÿ“ˆ๐Ÿ’ฐ Head Trader @ Bullmania

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BITCOIN HOLDERS BEWARE!!!! ๐Ÿšจ๐Ÿšจ๐Ÿšจ 00:00 Intro - BTC still around the 200 WMA 00:13 BTC weekly chart - Quite nice CPI yet BTC still in bottoming formation. Boredom rules 01:00 Fidelity Spot ETF rising 01:27 CPI made stocks rise - SpaceX time to buy 02:30 SpaceX Elon pumping us to Valhalla - Pivoting to AI 03:00 Kardashev scale - Level up on energy usage 04:42 SPCX 1H chart - many people hae missed the flip 05:48 Bullmania AI - US Stocks pump last 24H 06:40 Shout out to Bullmania - Use the AI 07:43 Saylor Cinematography - BTC is for everyone 09:00 Another Saylor video 09:52 Saylor video - revisited 10:48 All greed - no fear. CPI eases pressure on FED to hike 11:31 Elon video - Company update. 15:48 Elon shocked the world again - Path to 300B ARR 16:53 SEC has major crypto plans coming - boring 17:29 Do 360 investing - Stocks is where the action is at for now 18:25 Fidelity staking ETH 18:56 Goldman Sachs leaps into BTC 19:12 Bitwise CIO video - BTC has bottomed 22:16 Pay attention - accumulation time. Exiting the bear 22:40 Q and A 22:58 AI - CPI exhale trading 23:40 Q1: BIP-110 is closed. Hard fork coming? 25:35 Q2: SOL near halt news? 28:58 Q3: Why do degens go to SOL? 30:53 Q4: Cardano tech is so good you can do anything with it? 34:30 Q5: Nearly all protocols have died on Cardano? 35:12 Q6: ADA did IOG projects in Africa? 36:33 AI answer - DeFi troubles on ADA in the past with eUTXO 37:30 ADA and Pulsechain roast 38:53 Crazy idea - Adding ADA and XRP to the morning prompt 40:45 Adding Robinhood chain 41:08 Asking AI - Robinhood chain and XRP 46:00 Why Robinhood Chain is not good for ETH 47:24 Q7: Is XMR private and confidential? 48:19 Q8: Will alt season start with meme season? 51:02 AI answer - XMR privacy 53:00 About dandylions 55:50 Shout out to Bullmania 56:25 Outro
56:39

BITCOIN HOLDERS BEWARE!!!! ๐Ÿšจ๐Ÿšจ๐Ÿšจ 00:00 Intro - BTC still around the 200 WMA 00:13 BTC weekly chart - Quite nice CPI yet BTC still in bottoming formation. Boredom rules 01:00 Fidelity Spot ETF rising 01:27 CPI made stocks rise - SpaceX time to buy 02:30 SpaceX Elon pumping us to Valhalla - Pivoting to AI 03:00 Kardashev scale - Level up on energy usage 04:42 SPCX 1H chart - many people hae missed the flip 05:48 Bullmania AI - US Stocks pump last 24H 06:40 Shout out to Bullmania - Use the AI 07:43 Saylor Cinematography - BTC is for everyone 09:00 Another Saylor video 09:52 Saylor video - revisited 10:48 All greed - no fear. CPI eases pressure on FED to hike 11:31 Elon video - Company update. 15:48 Elon shocked the world again - Path to 300B ARR 16:53 SEC has major crypto plans coming - boring 17:29 Do 360 investing - Stocks is where the action is at for now 18:25 Fidelity staking ETH 18:56 Goldman Sachs leaps into BTC 19:12 Bitwise CIO video - BTC has bottomed 22:16 Pay attention - accumulation time. Exiting the bear 22:40 Q and A 22:58 AI - CPI exhale trading 23:40 Q1: BIP-110 is closed. Hard fork coming? 25:35 Q2: SOL near halt news? 28:58 Q3: Why do degens go to SOL? 30:53 Q4: Cardano tech is so good you can do anything with it? 34:30 Q5: Nearly all protocols have died on Cardano? 35:12 Q6: ADA did IOG projects in Africa? 36:33 AI answer - DeFi troubles on ADA in the past with eUTXO 37:30 ADA and Pulsechain roast 38:53 Crazy idea - Adding ADA and XRP to the morning prompt 40:45 Adding Robinhood chain 41:08 Asking AI - Robinhood chain and XRP 46:00 Why Robinhood Chain is not good for ETH 47:24 Q7: Is XMR private and confidential? 48:19 Q8: Will alt season start with meme season? 51:02 AI answer - XMR privacy 53:00 About dandylions 55:50 Shout out to Bullmania 56:25 Outro

Ivan on Tech ๐Ÿณ๐Ÿ“ˆ๐Ÿ’ฐ Head Trader @ Bullmania

21,793 ๆฌก่ง‚็œ‹ โ€ข 10 ๅคฉๅ‰

BITCOIN: UNBELIEVABLE!!!! ๐Ÿšจ๐Ÿšจ๐Ÿšจ 00:00 Intro - BTC still around the 200 WMA 00:12 Tether printing again on TRON - Bullish sign 01:20 TRON chart - Very strong compared to blue chip L2s 02:35 Trump Media now holding 14,319 BTC 03:05 Saylor - sold 108M USD BTC. Buys high sell lows, here's why 04:04 About the Clarity act 04:56 Boy genius Vitalik - A new day a new roadmap, strawmap dot org 06:41 AI - Vitalik Strawmap explained 08:22 Vitalik - ETH will be quantum safe 09:16 ETH chart - Do not touch. Only buy BTC during the bear 10:06 Anthropic buying cloud infrastructure from BTC miners 10:35 Strategy CEO video - We are the central bank of BTC 11:23 The idea of BTC was to remove the central bank 12:20 Imran - SOL leadership supports all founders and ideas 13:15 SOL chart - still bearish. Stay out 13:34 CT consensus - bottom between 45K-60K. Imagine going to 12K. Just DCA 14:26 BTC pls go to moon song - Teaching about 2019 bear market 16:50 Mentally prepare for the bear target - Crazy much lower 17:42 If something bottoms out expect another 70 percent drop 18:08 INTEL news - In bear trend 18:52 Bulmania scanner - bull flip overview 19:09 Use AI to get summary from inspiration tab 20:05 Shout out to Bullmania - Join the waitlist 20:53 AI on CPI news 21:55 OpenAI buying back shares before IPO 22:21 Trump - Strait of Hormuz is open again 22:35 Gold chart - Don't touch . Still in bear trend 23:00 We are humble and just react to the trend 23:49 Hedge funds buying stocks at record level - Greedy 25:20 NVDA CEO now collaborating with banks for financing platform 26:51 Senator Lummis - Fighting for stable coins 27:40 Coinbase video - Clarity Act on Sept 15th 28:57 Biggest Wall Street banks want bill for retirement savings in crypto - video 32:15 Tokenized stocks are not the same as the real stock - Trade them shortterm 34:10 Regulations - Crypto wants CFTC as regulator instead of SEC 36:18 NEAR video - preparing for post quantum future 38:43 Use NEAR for crosschain swap - Not for holding long term imo 41:10 Saylor video - Japanese AI slop 43:16 Imran - new VCs actively deploying in crypto 43:34 Q and A 43:37 Q1: Only weakness of Ivan is being humble? 43:45 Q2: What a great use of AI? 44:28 Best use of AI is Bullmania AI 45:18 About Robinhood weird things - Trenches are here 47:08 Q3: Volume low vs bottom signal? 49:25 Shout out to Bullmania - Sign up for the waitlist 50:10 Q4: Pretend to be a plebe with 10K. How would you play it? 51:57 Q5: Tokenized stocks just launched on HYPE? 54:52 Q6: I think you are wrong on central bank criticism for crypto? 58:31 Outro
58:41

BITCOIN: UNBELIEVABLE!!!! ๐Ÿšจ๐Ÿšจ๐Ÿšจ 00:00 Intro - BTC still around the 200 WMA 00:12 Tether printing again on TRON - Bullish sign 01:20 TRON chart - Very strong compared to blue chip L2s 02:35 Trump Media now holding 14,319 BTC 03:05 Saylor - sold 108M USD BTC. Buys high sell lows, here's why 04:04 About the Clarity act 04:56 Boy genius Vitalik - A new day a new roadmap, strawmap dot org 06:41 AI - Vitalik Strawmap explained 08:22 Vitalik - ETH will be quantum safe 09:16 ETH chart - Do not touch. Only buy BTC during the bear 10:06 Anthropic buying cloud infrastructure from BTC miners 10:35 Strategy CEO video - We are the central bank of BTC 11:23 The idea of BTC was to remove the central bank 12:20 Imran - SOL leadership supports all founders and ideas 13:15 SOL chart - still bearish. Stay out 13:34 CT consensus - bottom between 45K-60K. Imagine going to 12K. Just DCA 14:26 BTC pls go to moon song - Teaching about 2019 bear market 16:50 Mentally prepare for the bear target - Crazy much lower 17:42 If something bottoms out expect another 70 percent drop 18:08 INTEL news - In bear trend 18:52 Bulmania scanner - bull flip overview 19:09 Use AI to get summary from inspiration tab 20:05 Shout out to Bullmania - Join the waitlist 20:53 AI on CPI news 21:55 OpenAI buying back shares before IPO 22:21 Trump - Strait of Hormuz is open again 22:35 Gold chart - Don't touch . Still in bear trend 23:00 We are humble and just react to the trend 23:49 Hedge funds buying stocks at record level - Greedy 25:20 NVDA CEO now collaborating with banks for financing platform 26:51 Senator Lummis - Fighting for stable coins 27:40 Coinbase video - Clarity Act on Sept 15th 28:57 Biggest Wall Street banks want bill for retirement savings in crypto - video 32:15 Tokenized stocks are not the same as the real stock - Trade them shortterm 34:10 Regulations - Crypto wants CFTC as regulator instead of SEC 36:18 NEAR video - preparing for post quantum future 38:43 Use NEAR for crosschain swap - Not for holding long term imo 41:10 Saylor video - Japanese AI slop 43:16 Imran - new VCs actively deploying in crypto 43:34 Q and A 43:37 Q1: Only weakness of Ivan is being humble? 43:45 Q2: What a great use of AI? 44:28 Best use of AI is Bullmania AI 45:18 About Robinhood weird things - Trenches are here 47:08 Q3: Volume low vs bottom signal? 49:25 Shout out to Bullmania - Sign up for the waitlist 50:10 Q4: Pretend to be a plebe with 10K. How would you play it? 51:57 Q5: Tokenized stocks just launched on HYPE? 54:52 Q6: I think you are wrong on central bank criticism for crypto? 58:31 Outro

Ivan on Tech ๐Ÿณ๐Ÿ“ˆ๐Ÿ’ฐ Head Trader @ Bullmania

19,014 ๆฌก่ง‚็œ‹ โ€ข 12 ๅคฉๅ‰

BITCOIN: HOW BAD IS THIS!!!! (hack) ๐Ÿšจ๐Ÿšจ๐Ÿšจ 00:00 Coldcard "Hack" News 01:20 Never roll your own Cryptography! 02:10 Key Generation was not Random 03:10 Maxis - No self custody! 04:25 Influencers rekt with Coldcard advice 05:40 35 YO loses everything on Coldcard 06:40 AI or Back door? 09:00 All wallets have risk! 12:00 Diversify 14:00 Signs of end of Bear market 15:00 Multisig with different wallets 16:30 Bitgo hack challenge 17:25 Strive buying BTC 18:10 Randomness is the key? Ledger 19:20 Quantum threat to BTC? 22:25 Galaxy Research on Coldcard 24:30 Willy Woo: Self custody vs Exchange 26:45 Ben Cowen Tweet 29:30 Stocks summary 32:25 Last week for Clarity Act? 34:00 Hunter Biden pro BTC??? 40:00 Oil 40:15 Random indicator of recession? 41:25 Join wait list for Bullmania 41:40 Bullmania AI to be launched 44:10 Fugazi, don't own US stocks? 47:30 Market update 48:35 Q and A 48:45 AI BS holding up stocks? 53:00 How is Moneyline performing now? 54:20 Buffet Megacrash? 58:00 Outro
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BITCOIN: HOW BAD IS THIS!!!! (hack) ๐Ÿšจ๐Ÿšจ๐Ÿšจ 00:00 Coldcard "Hack" News 01:20 Never roll your own Cryptography! 02:10 Key Generation was not Random 03:10 Maxis - No self custody! 04:25 Influencers rekt with Coldcard advice 05:40 35 YO loses everything on Coldcard 06:40 AI or Back door? 09:00 All wallets have risk! 12:00 Diversify 14:00 Signs of end of Bear market 15:00 Multisig with different wallets 16:30 Bitgo hack challenge 17:25 Strive buying BTC 18:10 Randomness is the key? Ledger 19:20 Quantum threat to BTC? 22:25 Galaxy Research on Coldcard 24:30 Willy Woo: Self custody vs Exchange 26:45 Ben Cowen Tweet 29:30 Stocks summary 32:25 Last week for Clarity Act? 34:00 Hunter Biden pro BTC??? 40:00 Oil 40:15 Random indicator of recession? 41:25 Join wait list for Bullmania 41:40 Bullmania AI to be launched 44:10 Fugazi, don't own US stocks? 47:30 Market update 48:35 Q and A 48:45 AI BS holding up stocks? 53:00 How is Moneyline performing now? 54:20 Buffet Megacrash? 58:00 Outro

Ivan on Tech ๐Ÿณ๐Ÿ“ˆ๐Ÿ’ฐ Head Trader @ Bullmania

17,451 ๆฌก่ง‚็œ‹ โ€ข 20 ๅคฉๅ‰

BITCOIN AND ALTCOINS: BULL FLIP NOW!?!! WTF!!!!! 00:00 READY FOR BULL FLIP! 02:00 Shit coin season close 02:40 Saylor AI DJ video 05:15 Sign up to Bullmania newsletter 06:15 Bessent announces UNLIMITED buy backs 08:10 More debt, more money printing! 08:50 Subscribe to Bullmania newsletter 09:40 NEW shitcoins coming! 10:10 Don't hold onto old bags 11:10 Respect trend and pump! 12:20 Strategy institutional investors pump 13:15 Lyn Alden "Bottom is in!" 14:15 Humbly follow the Money Line 17:20 Peter Schiff 18:15 Largest green candle in history? 20:25 BTC ETFs 23:00 Q and A 24:15 Educate yourself with Bullmania Newsletter 24:40 XRP? 27:25 Scott Bessent candle? 29:15 Pumpamentals better than fundamentals 29:50 HYPE 30:20 Plebe is greedy 32:05 CTFC chair 32:30 Outro
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BITCOIN AND ALTCOINS: BULL FLIP NOW!?!! WTF!!!!! 00:00 READY FOR BULL FLIP! 02:00 Shit coin season close 02:40 Saylor AI DJ video 05:15 Sign up to Bullmania newsletter 06:15 Bessent announces UNLIMITED buy backs 08:10 More debt, more money printing! 08:50 Subscribe to Bullmania newsletter 09:40 NEW shitcoins coming! 10:10 Don't hold onto old bags 11:10 Respect trend and pump! 12:20 Strategy institutional investors pump 13:15 Lyn Alden "Bottom is in!" 14:15 Humbly follow the Money Line 17:20 Peter Schiff 18:15 Largest green candle in history? 20:25 BTC ETFs 23:00 Q and A 24:15 Educate yourself with Bullmania Newsletter 24:40 XRP? 27:25 Scott Bessent candle? 29:15 Pumpamentals better than fundamentals 29:50 HYPE 30:20 Plebe is greedy 32:05 CTFC chair 32:30 Outro

Ivan on Tech ๐Ÿณ๐Ÿ“ˆ๐Ÿ’ฐ Head Trader @ Bullmania

16,719 ๆฌก่ง‚็œ‹ โ€ข 2 ๅคฉๅ‰

BITCOIN: WE ARE GOING HIGH (very high)!!! ๐Ÿšจ๐Ÿšจ๐Ÿšจ 00:00 Intro - bitcoin:native still around the 200 WMA 00:10 BTC weekly chart - still in a bear trend, but time to DCA in 01:15 About winning the game 02:47 Catalysts coming out - When they move the market back up the FIAT truck 03:57 Clarity Act potentially done - No more unethical behavior 05:20 The importance of passing the Clarity Act for crypto - No political retaliation 06:59 Senate Republicans updated the Clarity Act - Protection for non custodial software providers 09:34 Pro crypto Dems are still unhappy 10:20 We will bottom out anyway - No Clarity Act needed 10:56 Welcome to the chat 11:08 Shout out to Bullmania - Insane waitlist 12:03 Do the Bullmania quiz 12:28 Coinbase video - SEC wiping Gary Gensler communication 15:38 Brian Armstrong video - About Clarity Act 16:06 Base being Corporate chain is not bad 16:56 Brian is a legal machine 17:28 SEC deleted a full year of Gensler communication 18:03 About governments changing under pressure 19:22 About crypto influencers and not attacking the person 21:39 Now Matt Hougan and I are best friends, since we are both bullish now 22:40 Matt Hougan article - Signs of crypto bottom. Hype and hood will be big 24:36 Arbitrum bridge AFX_XYZ hacked for 24.15M USDC 26:14 BIP361 quantum proposal. More important than BIP110 29:21 BIP361 proposal abstract explored 31:16 Phase B: What about the Satoshi coins? 32:20 BIP361 needs to be implemented to guarantee BTC existence longterm 33:00 About wealth protection and staying rich 34:48 Ansem - Coins will go up, Trying to pump SOL 35:42 Robinhood chain crossed 2M in cumulative revenue 36:34 Token terminal - How much did ETH get from Robinhood? 38:00 How much did ARB make? 38:57 Robinhood RWA and meme coin pairs - over 50 percent pair with TradFi 41:23 Consulting Grok - Why pooling memes with stocks 41:45 About investing in SPCX and listening to influencers - Join Bullmania instead 43:30 About
57:48

BITCOIN: WE ARE GOING HIGH (very high)!!! ๐Ÿšจ๐Ÿšจ๐Ÿšจ 00:00 Intro - bitcoin:native still around the 200 WMA 00:10 BTC weekly chart - still in a bear trend, but time to DCA in 01:15 About winning the game 02:47 Catalysts coming out - When they move the market back up the FIAT truck 03:57 Clarity Act potentially done - No more unethical behavior 05:20 The importance of passing the Clarity Act for crypto - No political retaliation 06:59 Senate Republicans updated the Clarity Act - Protection for non custodial software providers 09:34 Pro crypto Dems are still unhappy 10:20 We will bottom out anyway - No Clarity Act needed 10:56 Welcome to the chat 11:08 Shout out to Bullmania - Insane waitlist 12:03 Do the Bullmania quiz 12:28 Coinbase video - SEC wiping Gary Gensler communication 15:38 Brian Armstrong video - About Clarity Act 16:06 Base being Corporate chain is not bad 16:56 Brian is a legal machine 17:28 SEC deleted a full year of Gensler communication 18:03 About governments changing under pressure 19:22 About crypto influencers and not attacking the person 21:39 Now Matt Hougan and I are best friends, since we are both bullish now 22:40 Matt Hougan article - Signs of crypto bottom. Hype and hood will be big 24:36 Arbitrum bridge AFX_XYZ hacked for 24.15M USDC 26:14 BIP361 quantum proposal. More important than BIP110 29:21 BIP361 proposal abstract explored 31:16 Phase B: What about the Satoshi coins? 32:20 BIP361 needs to be implemented to guarantee BTC existence longterm 33:00 About wealth protection and staying rich 34:48 Ansem - Coins will go up, Trying to pump SOL 35:42 Robinhood chain crossed 2M in cumulative revenue 36:34 Token terminal - How much did ETH get from Robinhood? 38:00 How much did ARB make? 38:57 Robinhood RWA and meme coin pairs - over 50 percent pair with TradFi 41:23 Consulting Grok - Why pooling memes with stocks 41:45 About investing in SPCX and listening to influencers - Join Bullmania instead 43:30 About

Ivan on Tech ๐Ÿณ๐Ÿ“ˆ๐Ÿ’ฐ Head Trader @ Bullmania

16,950 ๆฌก่ง‚็œ‹ โ€ข 1 ไธชๆœˆๅ‰

BITCOIN: THIS IS SCARY AF!!! ๐Ÿšจ๐Ÿšจ๐Ÿšจ 00:00 Intro 01:40 bitcoin:native Price 03:10 Quantum protection for BTC 04:00 Saylor financing BTC security 06:30 Google AI 08:30 Free Crypto Cycle Review 11:40 Charles Hoskinson ghost chain maxxing 15:40 Goldman Sachs on Clarity Act 16:05 Lizzie Warren 18:00 Space X - We called it! 19:55 Modern Finance moving onchain 21:30 ANSEM V Brian Armstrong, AI 24:00 IMRAN on X, crypto back 24:45 Where are we in the Cycle? 26:30 Don't predict, react 27:45 BASE 28:10 Tokenworks 28:45 NEAR intents bridge into Zcash 29:35 Holland 36% unrealised Capital Gains Tax 34:00 EU fines US tech companies 36:40 Q and A 36:50 Free Crypto Cycle Review 39:40 15% hedge into BTC? 48:55 Outro
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BITCOIN: THIS IS SCARY AF!!! ๐Ÿšจ๐Ÿšจ๐Ÿšจ 00:00 Intro 01:40 bitcoin:native Price 03:10 Quantum protection for BTC 04:00 Saylor financing BTC security 06:30 Google AI 08:30 Free Crypto Cycle Review 11:40 Charles Hoskinson ghost chain maxxing 15:40 Goldman Sachs on Clarity Act 16:05 Lizzie Warren 18:00 Space X - We called it! 19:55 Modern Finance moving onchain 21:30 ANSEM V Brian Armstrong, AI 24:00 IMRAN on X, crypto back 24:45 Where are we in the Cycle? 26:30 Don't predict, react 27:45 BASE 28:10 Tokenworks 28:45 NEAR intents bridge into Zcash 29:35 Holland 36% unrealised Capital Gains Tax 34:00 EU fines US tech companies 36:40 Q and A 36:50 Free Crypto Cycle Review 39:40 15% hedge into BTC? 48:55 Outro

Ivan on Tech ๐Ÿณ๐Ÿ“ˆ๐Ÿ’ฐ Head Trader @ Bullmania

16,815 ๆฌก่ง‚็œ‹ โ€ข 1 ไธชๆœˆๅ‰

#๋ช…์žฌํ˜„ ๋Œ„์Šค ์ฑŒ๋ฆฐ์ง€ ๋ชจ์Œ zip 00:00 Candy 00:26 ํŠน 00:51 # menow 01:20 ์ตœ์• ์˜ ์•„์ด 01:36 NIGHT DANCER 01:57 Seven 02:21 Cream Soda 02:47 RINDAMAN 03:23 In Bloom 03:41 ALOHA 04:12 ํ•ด๊ธˆ 04:29 Killin' Me Good 04:56 Bubble 05:19 ๋ธ”๋ฃจ์ฒดํฌ 05:36 Ready or Not 05:49 Perfume 06:04 ๊ฒํ†  06:29 ใƒ“ใƒผใƒˆDEใƒˆใƒผใƒ’ 07:00 3D 07:41 Worth It 07:52 B.O.M.B 08:28 ์ฒซ ๋ˆˆ 08:43 War Cry 08:58 Perfect Night 09:37 Like I Do 09:48 Honey 10:05 DASH 10:27 Standing Next To You 10:46 Hype Boy 11:13 ์ฒซ ๋งŒ๋‚จ์€ ๊ณ„ํš๋Œ€๋กœ ๋˜์ง€ ์•Š์•„ 11:41 ์‚ฌ๋ž‘์Šค๋Ÿฌ์›Œ 12:07 ๋•Œ๊น” 12:22 Legit 12:51 Water 13:04 Two of Hearts 13:12 EASY 13:32 Smoke Remix 14:09 TAP 14:46 Martini Blue 15:03 BODY 15:26 PICK IT UP 15:41 LIGHTHOUSE 16:00 EENIE MEENIE 16:22 Nectar 16:45 C'est La Vie 17:07 ์ฉ”์–ด 17:26 ๊ฟˆ๋น› ํŒŒํ‹ฐ์‹œ์—˜ 17:56 Impossible 18:14 ํฌ์ผ“๋ชฌ 18:29 SWEAT 18:51 ๋น ๋‚˜๋‚˜๋‚ ๋ผ 19:41 SPOT! 20:05 ํฌ์ฒ ๊ณ  20:28 ๋น› 20:56 MAESTRO 21:21 Girls Never Die 21:45 KICK IT 22:12 Armageddon 22:39 Taxi Blurr 23:00 Nothin' on You 23:20 Feel the POP 23:39 Shooting Star 24:00 ์ง„๊ฒฉ์˜ ๋ฐฉํƒ„ 24:16 ZOMBIE 24:30 LIKE THAT 24:45 ABCD 25:01 Boom Boom Bass 25:16 Yo Bunny 25:31 BADVILLAIN 25:51 ์˜ฌ๋“œ์Šค์ฟจ ๋‰ด์Šค์ฟจ 26:08 Supernatural 26:31 How Sweet 27:08 ๋‚ด์ผ์—์„œ ๊ธฐ๋‹ค๋ฆด๊ฒŒ 27:31 Peaches 27:46 GOOD SO BAD 28:13 ๋ณ„๋ณ„๋ณ„ 28:41 CRAZY 29:03 ์Šˆํผ์Šˆํผ 29:32 ๊ปŒ 29:52 I Need A Girl 30:14 SAD SONG 30:32 ๋„ค๋ชจ๋„ค๋ชจ 30:51 ์˜ด๋ธŒ๋ฆฌ๋‰ด 31:12 ๋ฐ˜๊ฐ€์›Œ, ๋‚˜์˜ ์ฒซ์‚ฌ๋ž‘ 31:33 ํ˜€๋ 32:00 Hit the Floor 32:16 ๊ธฐ์–ต์‚ฌํƒ• 32:34 Cherish
32:54

#๋ช…์žฌํ˜„ ๋Œ„์Šค ์ฑŒ๋ฆฐ์ง€ ๋ชจ์Œ zip 00:00 Candy 00:26 ํŠน 00:51 # menow 01:20 ์ตœ์• ์˜ ์•„์ด 01:36 NIGHT DANCER 01:57 Seven 02:21 Cream Soda 02:47 RINDAMAN 03:23 In Bloom 03:41 ALOHA 04:12 ํ•ด๊ธˆ 04:29 Killin' Me Good 04:56 Bubble 05:19 ๋ธ”๋ฃจ์ฒดํฌ 05:36 Ready or Not 05:49 Perfume 06:04 ๊ฒํ†  06:29 ใƒ“ใƒผใƒˆDEใƒˆใƒผใƒ’ 07:00 3D 07:41 Worth It 07:52 B.O.M.B 08:28 ์ฒซ ๋ˆˆ 08:43 War Cry 08:58 Perfect Night 09:37 Like I Do 09:48 Honey 10:05 DASH 10:27 Standing Next To You 10:46 Hype Boy 11:13 ์ฒซ ๋งŒ๋‚จ์€ ๊ณ„ํš๋Œ€๋กœ ๋˜์ง€ ์•Š์•„ 11:41 ์‚ฌ๋ž‘์Šค๋Ÿฌ์›Œ 12:07 ๋•Œ๊น” 12:22 Legit 12:51 Water 13:04 Two of Hearts 13:12 EASY 13:32 Smoke Remix 14:09 TAP 14:46 Martini Blue 15:03 BODY 15:26 PICK IT UP 15:41 LIGHTHOUSE 16:00 EENIE MEENIE 16:22 Nectar 16:45 C'est La Vie 17:07 ์ฉ”์–ด 17:26 ๊ฟˆ๋น› ํŒŒํ‹ฐ์‹œ์—˜ 17:56 Impossible 18:14 ํฌ์ผ“๋ชฌ 18:29 SWEAT 18:51 ๋น ๋‚˜๋‚˜๋‚ ๋ผ 19:41 SPOT! 20:05 ํฌ์ฒ ๊ณ  20:28 ๋น› 20:56 MAESTRO 21:21 Girls Never Die 21:45 KICK IT 22:12 Armageddon 22:39 Taxi Blurr 23:00 Nothin' on You 23:20 Feel the POP 23:39 Shooting Star 24:00 ์ง„๊ฒฉ์˜ ๋ฐฉํƒ„ 24:16 ZOMBIE 24:30 LIKE THAT 24:45 ABCD 25:01 Boom Boom Bass 25:16 Yo Bunny 25:31 BADVILLAIN 25:51 ์˜ฌ๋“œ์Šค์ฟจ ๋‰ด์Šค์ฟจ 26:08 Supernatural 26:31 How Sweet 27:08 ๋‚ด์ผ์—์„œ ๊ธฐ๋‹ค๋ฆด๊ฒŒ 27:31 Peaches 27:46 GOOD SO BAD 28:13 ๋ณ„๋ณ„๋ณ„ 28:41 CRAZY 29:03 ์Šˆํผ์Šˆํผ 29:32 ๊ปŒ 29:52 I Need A Girl 30:14 SAD SONG 30:32 ๋„ค๋ชจ๋„ค๋ชจ 30:51 ์˜ด๋ธŒ๋ฆฌ๋‰ด 31:12 ๋ฐ˜๊ฐ€์›Œ, ๋‚˜์˜ ์ฒซ์‚ฌ๋ž‘ 31:33 ํ˜€๋ 32:00 Hit the Floor 32:16 ๊ธฐ์–ต์‚ฌํƒ• 32:34 Cherish

๋จ•

91,257 ๆฌก่ง‚็œ‹ โ€ข 1 ๅนดๅ‰

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhoodโ€™s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoinโ€™s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhoodโ€™s Lean Crypto Team 18:46 - Robinhoodโ€™s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhoodโ€™s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Havenโ€™t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesnโ€™t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhoodโ€™s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vladโ€™s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhoodโ€™s UX Wonโ€™t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead
1:09:53

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhoodโ€™s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoinโ€™s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhoodโ€™s Lean Crypto Team 18:46 - Robinhoodโ€™s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhoodโ€™s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Havenโ€™t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesnโ€™t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhoodโ€™s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vladโ€™s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhoodโ€™s UX Wonโ€™t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead

Raoul Pal

172,640 ๆฌก่ง‚็œ‹ โ€ข 1 ๅนดๅ‰

NEW POD | EP 76 ๐ŸŽ™๏ธ Q4 State of The Crypto Market ft. Imran & qw 1:05 Weโ€™re Back 2:25 Where Are We In This Cycle? 4:31 AI and Stock Market 6:27 AI Bubble 10:15 Energy Consumption and Production 16:34 China and US Innovation 17:44 Aster 18:52 Hyperliquid and Aster Competition 22:48 Proxy Wars in Crypto 26:33 Future of Crypto Exchanges 27:32 Binance vs Solana 32:59 Moats in Crypto 33:43 Crypto Lending 35:25 TradFi Banking and Crypto Custody 36:48 Social Aspect in Crypto 38:09 AI Glasses and Social Media 45:05 Waymo and Robo Taxis 49:10 Prediction Markets 50:54 Kalshi and PolyMarket Competition 55:27 Convergence of Speculative Markets 57:35 59:00 Overheard 1:02:08 DATs 1:05:26 Stripe and Stablecoins 1:07:10 Genius Act and New Stablecoins 1:07:43 Stablecoin as a Micropayment 1:11:23 Pump and Streaming 1:14:53 Apps to Watch 1:17:12 Stablecoin Growth 1:19:11 Stablecoin Startups in Different Regions 1:20:05 Novel Ideas for Startups 1:24:03 Wen Cycle Top? Link โ†“
1:27:10

NEW POD | EP 76 ๐ŸŽ™๏ธ Q4 State of The Crypto Market ft. Imran & qw 1:05 Weโ€™re Back 2:25 Where Are We In This Cycle? 4:31 AI and Stock Market 6:27 AI Bubble 10:15 Energy Consumption and Production 16:34 China and US Innovation 17:44 Aster 18:52 Hyperliquid and Aster Competition 22:48 Proxy Wars in Crypto 26:33 Future of Crypto Exchanges 27:32 Binance vs Solana 32:59 Moats in Crypto 33:43 Crypto Lending 35:25 TradFi Banking and Crypto Custody 36:48 Social Aspect in Crypto 38:09 AI Glasses and Social Media 45:05 Waymo and Robo Taxis 49:10 Prediction Markets 50:54 Kalshi and PolyMarket Competition 55:27 Convergence of Speculative Markets 57:35 59:00 Overheard 1:02:08 DATs 1:05:26 Stripe and Stablecoins 1:07:10 Genius Act and New Stablecoins 1:07:43 Stablecoin as a Micropayment 1:11:23 Pump and Streaming 1:14:53 Apps to Watch 1:17:12 Stablecoin Growth 1:19:11 Stablecoin Startups in Different Regions 1:20:05 Novel Ideas for Startups 1:24:03 Wen Cycle Top? Link โ†“

Good Game

52,911 ๆฌก่ง‚็œ‹ โ€ข 11 ไธชๆœˆๅ‰

Here's my recent talk at Sui Basecamp in Dubaiโ€”Enjoy! 00:00 - PALvatar introduces the episode 01:04 - Reframing the macro fear narrative 01:26 - The Everything Code and liquidity 01:51 - Debt cycles and macro structure 02:10 - Demographics, debt, and GDP 02:38 - Aging populations and GDP drag 03:00 - Liquidity as the real driver 03:25 - Fed balance sheet to total liquidity 03:50 - M2 and asset correlations 04:23 - Why the rich get richer 04:47 - Global tax via currency debasement 05:21 - Crypto as a generational opportunity 05:48 - Banana zones and BTC decoupling 06:13 - Bitcoin log regression and upside 06:37 - 850K $BTC and market cycles 06:56 - Debasement and asset returns 07:19 - Liquidity vs. traditional returns 07:48 - Why tech and crypto matter 08:10 - Bitcoin vs Nasdaq performance 08:38 - Crypto: best asset in history 09:03 - The "Donโ€™t F*ck This Up" thesis 09:38 - Liquidity and the macro setup 09:58 - Volatility is the price for returns 10:31 - Tariffs, rates, and market lag 11:01 - Economic surprises and liquidity 11:37 - 2017 tariffs and liquidity boost 12:01 - Twitter narratives vs macro truth 12:24 - What assets lead market cycles 12:51 - Inventory buildup and Q1 GDP 13:12 - Philly Fed confirms thesis 13:31 - ISM and forward outlook 14:00 - #Bitcoin and DeMark analysis 14:21 - Trump cycle deja vu 14:38 - My Bitcoin trading mistake 14:57 - Dollar strength and the Trump pivot 15:16 - Why the dollar isnโ€™t over 15:36 - A weak dollar lifts global growth 15:56 - The 2017 breakout comparison 16:18 - One of the best setups ever 16:40 - Global M2 and debt cycle 17:03 - Basel IV and monetary creation 17:25 - Liquidity cycles repeat 17:45 - Debt refi cycles and patterns 18:06 - Liquidity leads Bitcoin 18:29 - Banana Zone phases 18:50 - Global M2 vs BTC chart 19:09 - Breakouts and corrections 19:29 - The voodoo chart: M2 + BTC 19:50 - One-way street ahead 20:08 - China, the dollar, and liquidity 20:31 - Central banks printing 20:50 - Liquidity surge from all angles 21:14 - Correlation with BTC and Nasdaq 21:39 - The Everything Code plays out 22:03 - Business cycle and crypto 22:32 - Bitcoin and ISM outlook 22:54 - Bitcoin at 450K? 23:21 - Altseason and business cycle 23:48 - Earnings, spending, and risk 24:16 - Altcoins = risk curve 24:40 - ISM >50 = big signal 25:06 - Everyone's fearful at the bottom 25:35 - Bearish sentiment at extremes 26:03 - Institutions still not in 26:29 - Indicators signal reversals 26:56 - Bitcoin corrections are normal 27:18 - The 2017 rollercoaster 27:42 - Technicals: #Solana & $SUI 28:00 - Sui charts breaking out 28:28 - Sui vs $SOL: faster horse 28:50 - $DEEP: top performer 29:16 - Ecosystem growth & excitement 29:45 - Market reacting to the vision 30:07 - Follow liquidity, not noise 30:27 - RSI and breakouts 30:47 - Liquidity patterns repeat 31:13 - We are in the Banana Zone 31:30 - No cycle top in sight 31:56 - This is just the beginning 32:19 - Banana Zone map 32:44 - Final advice: donโ€™t mess this up 33:08 - Cycle could run into Q2 2026 33:39 - Stick to the program and DFTU
34:04

Here's my recent talk at Sui Basecamp in Dubaiโ€”Enjoy! 00:00 - PALvatar introduces the episode 01:04 - Reframing the macro fear narrative 01:26 - The Everything Code and liquidity 01:51 - Debt cycles and macro structure 02:10 - Demographics, debt, and GDP 02:38 - Aging populations and GDP drag 03:00 - Liquidity as the real driver 03:25 - Fed balance sheet to total liquidity 03:50 - M2 and asset correlations 04:23 - Why the rich get richer 04:47 - Global tax via currency debasement 05:21 - Crypto as a generational opportunity 05:48 - Banana zones and BTC decoupling 06:13 - Bitcoin log regression and upside 06:37 - 850K $BTC and market cycles 06:56 - Debasement and asset returns 07:19 - Liquidity vs. traditional returns 07:48 - Why tech and crypto matter 08:10 - Bitcoin vs Nasdaq performance 08:38 - Crypto: best asset in history 09:03 - The "Donโ€™t F*ck This Up" thesis 09:38 - Liquidity and the macro setup 09:58 - Volatility is the price for returns 10:31 - Tariffs, rates, and market lag 11:01 - Economic surprises and liquidity 11:37 - 2017 tariffs and liquidity boost 12:01 - Twitter narratives vs macro truth 12:24 - What assets lead market cycles 12:51 - Inventory buildup and Q1 GDP 13:12 - Philly Fed confirms thesis 13:31 - ISM and forward outlook 14:00 - #Bitcoin and DeMark analysis 14:21 - Trump cycle deja vu 14:38 - My Bitcoin trading mistake 14:57 - Dollar strength and the Trump pivot 15:16 - Why the dollar isnโ€™t over 15:36 - A weak dollar lifts global growth 15:56 - The 2017 breakout comparison 16:18 - One of the best setups ever 16:40 - Global M2 and debt cycle 17:03 - Basel IV and monetary creation 17:25 - Liquidity cycles repeat 17:45 - Debt refi cycles and patterns 18:06 - Liquidity leads Bitcoin 18:29 - Banana Zone phases 18:50 - Global M2 vs BTC chart 19:09 - Breakouts and corrections 19:29 - The voodoo chart: M2 + BTC 19:50 - One-way street ahead 20:08 - China, the dollar, and liquidity 20:31 - Central banks printing 20:50 - Liquidity surge from all angles 21:14 - Correlation with BTC and Nasdaq 21:39 - The Everything Code plays out 22:03 - Business cycle and crypto 22:32 - Bitcoin and ISM outlook 22:54 - Bitcoin at 450K? 23:21 - Altseason and business cycle 23:48 - Earnings, spending, and risk 24:16 - Altcoins = risk curve 24:40 - ISM >50 = big signal 25:06 - Everyone's fearful at the bottom 25:35 - Bearish sentiment at extremes 26:03 - Institutions still not in 26:29 - Indicators signal reversals 26:56 - Bitcoin corrections are normal 27:18 - The 2017 rollercoaster 27:42 - Technicals: #Solana & $SUI 28:00 - Sui charts breaking out 28:28 - Sui vs $SOL: faster horse 28:50 - $DEEP: top performer 29:16 - Ecosystem growth & excitement 29:45 - Market reacting to the vision 30:07 - Follow liquidity, not noise 30:27 - RSI and breakouts 30:47 - Liquidity patterns repeat 31:13 - We are in the Banana Zone 31:30 - No cycle top in sight 31:56 - This is just the beginning 32:19 - Banana Zone map 32:44 - Final advice: donโ€™t mess this up 33:08 - Cycle could run into Q2 2026 33:39 - Stick to the program and DFTU

Raoul Pal

533,987 ๆฌก่ง‚็œ‹ โ€ข 1 ๅนดๅ‰

tylercowen is bullish on AI education โ€” here's why. 00:00 -- Preview 00:24 -- President Carlos Carvalho's AI-generated intro 03:21 -- Cowen reacts to UATX's campus 04:38 -- The AI revolution is here. Who will lose the most? 06:05 -- AI lawyers 07:17 -- Don't underestimate this 10:41 -- Changes to the "upper upper middle class" 12:38 -- How to be successful 13:43 -- The rise of managerial empires 14:02 -- When will we have the first billion dollar company with one employee? 16:05 -- 10-20 year forecast 16:19 -- Why education is so behind 17:01 -- Should you be bullish on UATX? 18:36 -- Should you still read Homer? 21:50 -- Write to think 25:01 -- Meet more people 25:42 -- How to get hired 26:54 -- Is AI your best mentor? 38:17 -- How to curb cheating 39:02 -- The new life of the mind 42:34 -- Q&A: Will there be more status associated with real education or AI education? 45:50 -- Q&A: Why do tech-savvy students need to practice using AI? 47:56 -- Q&A: Do LLMs atrophy your mind? 49:29 -- Q&A: How do you avoid AI-dependency? 51:05 -- Q&A: Isn't this vision lonely and isolating? 53:06 -- Q&A: Do students need teachers? 55:36 -- Q&A: What are the four most important courses for undergrads? 57:49 -- Q&A: Which AI company will win the AI race in the next five years and why? 59:22 -- Q&A: Can AI teach religion? 01:01:32 -- Q&A: Will AI narrow or widen our world? 01:04:37 -- Q&A: What makes us human? 01:05:42 -- Q&A: What is art? 01:08:33 -- Q&A: It's easy to catch cheaters
1:10:31

tylercowen is bullish on AI education โ€” here's why. 00:00 -- Preview 00:24 -- President Carlos Carvalho's AI-generated intro 03:21 -- Cowen reacts to UATX's campus 04:38 -- The AI revolution is here. Who will lose the most? 06:05 -- AI lawyers 07:17 -- Don't underestimate this 10:41 -- Changes to the "upper upper middle class" 12:38 -- How to be successful 13:43 -- The rise of managerial empires 14:02 -- When will we have the first billion dollar company with one employee? 16:05 -- 10-20 year forecast 16:19 -- Why education is so behind 17:01 -- Should you be bullish on UATX? 18:36 -- Should you still read Homer? 21:50 -- Write to think 25:01 -- Meet more people 25:42 -- How to get hired 26:54 -- Is AI your best mentor? 38:17 -- How to curb cheating 39:02 -- The new life of the mind 42:34 -- Q&A: Will there be more status associated with real education or AI education? 45:50 -- Q&A: Why do tech-savvy students need to practice using AI? 47:56 -- Q&A: Do LLMs atrophy your mind? 49:29 -- Q&A: How do you avoid AI-dependency? 51:05 -- Q&A: Isn't this vision lonely and isolating? 53:06 -- Q&A: Do students need teachers? 55:36 -- Q&A: What are the four most important courses for undergrads? 57:49 -- Q&A: Which AI company will win the AI race in the next five years and why? 59:22 -- Q&A: Can AI teach religion? 01:01:32 -- Q&A: Will AI narrow or widen our world? 01:04:37 -- Q&A: What makes us human? 01:05:42 -- Q&A: What is art? 01:08:33 -- Q&A: It's easy to catch cheaters

University of Austin (UATX)

27,770 ๆฌก่ง‚็œ‹ โ€ข 7 ไธชๆœˆๅ‰

NEW POD | EP 71 Where Does Crypto Go From Here? ft. qw & Imran Timestamps: 0:46 $LIBRA 6:23 4 Use Cases of Crypto 8:17 The End Goal for Payments 9:54 DePIN and Energy 12:12 Simplicity of Crypto 13:18 Crypto is Finance 14:43 โ€œWeb 3.0โ€ is a Lie? 15:43 The Biggest Risk for Ethereum 16:16 Qiao on DeFi 18:19 Crypto AI Builders Pivoting Straight to AI 19:47 AI in Education 27:25 AI for Ad Creation 29:32 AI for Building dApps 31:51 Personalized Apps 32:49 "The Future is Personalization" 34:07 "Lazy People Will Get F**ked by AI" 35:08 AI in Gaming and Video Generation 36:54 NFTs Comeback with AI? 42:21 Verticalized Science AI 48:52 Startups Solving Capital Markets Problem 54:59 Criticizing Trump's Token Launch 59:19 "Crypto Twitter is imploding" 1:00:51 Reminiscing Good Times in Crypto 1:02:27 Promising Crypto Startups 1:04:15 AI Arms Race 1:06:26 Impact of AI on Startups 1:12:11 AI in B2B 1:15:52 Are Memecoins Dead? 1:16:11 Market Analysis 1:18:48 End of the Cycle or 1 More Pump? 1:20:13 Reflection on Early Crypto Ideals 1:21:05 Cypherpunk Ideologies Link โ†“
1:22:45

NEW POD | EP 71 Where Does Crypto Go From Here? ft. qw & Imran Timestamps: 0:46 $LIBRA 6:23 4 Use Cases of Crypto 8:17 The End Goal for Payments 9:54 DePIN and Energy 12:12 Simplicity of Crypto 13:18 Crypto is Finance 14:43 โ€œWeb 3.0โ€ is a Lie? 15:43 The Biggest Risk for Ethereum 16:16 Qiao on DeFi 18:19 Crypto AI Builders Pivoting Straight to AI 19:47 AI in Education 27:25 AI for Ad Creation 29:32 AI for Building dApps 31:51 Personalized Apps 32:49 "The Future is Personalization" 34:07 "Lazy People Will Get F**ked by AI" 35:08 AI in Gaming and Video Generation 36:54 NFTs Comeback with AI? 42:21 Verticalized Science AI 48:52 Startups Solving Capital Markets Problem 54:59 Criticizing Trump's Token Launch 59:19 "Crypto Twitter is imploding" 1:00:51 Reminiscing Good Times in Crypto 1:02:27 Promising Crypto Startups 1:04:15 AI Arms Race 1:06:26 Impact of AI on Startups 1:12:11 AI in B2B 1:15:52 Are Memecoins Dead? 1:16:11 Market Analysis 1:18:48 End of the Cycle or 1 More Pump? 1:20:13 Reflection on Early Crypto Ideals 1:21:05 Cypherpunk Ideologies Link โ†“

Good Game

29,494 ๆฌก่ง‚็œ‹ โ€ข 1 ๅนดๅ‰

Updated: Vocals & Rap - #์„ฑํ™” #Seonghwa 00:00 Still Here 00:15 Wonderland 00:36 Halazia 00:47 Answer 01:21 Cyberpunk 01:27 Wave 01:37 Utopia 01:50 My Way 02:00 With U 02:16 Be With You 02:54 Star 1117 03:21 Turbulence (์•ผ๊ฐ„๋น„ํ–‰) 03:39 Days 04:26 Promise 04:38 Fever 04:54 Sunrise 05:19 Mist 05:43 Take Me Home 06:11 Better 06:34 All About You 06:43 Aurora 06:55 Blue Summer 07:23 Diamond 07:46 Time Of Love 07:58 Stay 08:07 Desire 08:21 WDIG 08:28 New World 08:35 Dreamers 08:53 Not Too Late 09:03 The Letter 09:19 One Day At A Time 09:28 Dazzling Light 09:40 Light 09:50 The Ring 10:04 Paradigm 10:18 This World 10:38 Bouncy 10:51 Not Okay 11:15 The King 11:23 Inception 11:52 Fireworks 12:03 Limitless 12:19 Precious 12:28 Rocky 12:41 Letโ€™s Get Together 13:07 White Love 13:17 The Leaders 13:27 Crazy Form 13:43 Arriba 13:57 Silver Light 14:06 Dreamy Day 14:26 Matz 15:15 Outlaw 15:23 Twilight 15:31 Dune 15:38 Hala Hala 15:43 Deja Vu 15:50 Horizon 15:54 Say My Name 15:57 Sector 1 16:02 Good Lil Boy 16:09 Donโ€™t Stop 16:12 Still Here (Acoustic Ver) 16:19 Siren 16:31 Guerrilla 16:45 We Know 17:00 Empty Box 17:28 Wake Up 17:40 Dancing Like Butterfly Wings 17:49 Work 18:09 Thanxx 18:26 If Without U 18:45 Shaboom 19:01 Outlaw 19:18 Treasure 19:33 Eternal Sunshine 20:03 Django 20:31 Turbulence Japanese Ver. 20:55 Blind 21:16 Pirate King 21:24 Forevermore 22:00 Birthday 22:11 Deep Dive 22:26 Ice On My Teeth 22:50 Man On Fire 23:10 Selfish Waltz 23:25 Enough
23:39

Updated: Vocals & Rap - #์„ฑํ™” #Seonghwa 00:00 Still Here 00:15 Wonderland 00:36 Halazia 00:47 Answer 01:21 Cyberpunk 01:27 Wave 01:37 Utopia 01:50 My Way 02:00 With U 02:16 Be With You 02:54 Star 1117 03:21 Turbulence (์•ผ๊ฐ„๋น„ํ–‰) 03:39 Days 04:26 Promise 04:38 Fever 04:54 Sunrise 05:19 Mist 05:43 Take Me Home 06:11 Better 06:34 All About You 06:43 Aurora 06:55 Blue Summer 07:23 Diamond 07:46 Time Of Love 07:58 Stay 08:07 Desire 08:21 WDIG 08:28 New World 08:35 Dreamers 08:53 Not Too Late 09:03 The Letter 09:19 One Day At A Time 09:28 Dazzling Light 09:40 Light 09:50 The Ring 10:04 Paradigm 10:18 This World 10:38 Bouncy 10:51 Not Okay 11:15 The King 11:23 Inception 11:52 Fireworks 12:03 Limitless 12:19 Precious 12:28 Rocky 12:41 Letโ€™s Get Together 13:07 White Love 13:17 The Leaders 13:27 Crazy Form 13:43 Arriba 13:57 Silver Light 14:06 Dreamy Day 14:26 Matz 15:15 Outlaw 15:23 Twilight 15:31 Dune 15:38 Hala Hala 15:43 Deja Vu 15:50 Horizon 15:54 Say My Name 15:57 Sector 1 16:02 Good Lil Boy 16:09 Donโ€™t Stop 16:12 Still Here (Acoustic Ver) 16:19 Siren 16:31 Guerrilla 16:45 We Know 17:00 Empty Box 17:28 Wake Up 17:40 Dancing Like Butterfly Wings 17:49 Work 18:09 Thanxx 18:26 If Without U 18:45 Shaboom 19:01 Outlaw 19:18 Treasure 19:33 Eternal Sunshine 20:03 Django 20:31 Turbulence Japanese Ver. 20:55 Blind 21:16 Pirate King 21:24 Forevermore 22:00 Birthday 22:11 Deep Dive 22:26 Ice On My Teeth 22:50 Man On Fire 23:10 Selfish Waltz 23:25 Enough

Hwanakin

62,764 ๆฌก่ง‚็œ‹ โ€ข 1 ๅนดๅ‰

One of the most foundational things is the Economic Singularity and the fact that you have ~5 years to unfuck your future... The world will change dramatically by 2030, and we don't have much time left to build wealth! Can't stress enough how important this is... the apex of everything I'm doing.... Enjoy! Timestamps: 00:00 Intro 00:48 2030 Will Change Everything 01:41 Retirement Crisis Looms 03:02 AI & Robots Take Over 03:54 The GDP Formula 04:45 Demographics Collapse 06:27 Robots Replace Labor 07:34 AI Disrupts Knowledge 08:19 From Scarcity to Abundance 09:06 Cheap Energy Boom 10:21 Renewables & Grids 11:43 Nuclear = Free Power 12:45 Infinite Humans + Output 13:50 AI Agents + Crypto 14:58 AI Builds Products Fast 15:41 1-Person Billionaires 16:41 AGI vs. Markets 17:54 Universal Basic Equity 19:10 Adapt or Die 20:47 Human-AI Merge 22:58 Tech & Blockchain Win 25:42 Communities Win 26:31 Deflation Shock 27:48 AI Solves Itself 28:38 RVโ€™s AI & Blockchain Plan 30:14 Human-Safe Industries 31:23 AI Companions Rise 35:00 Closing Thoughts
39:29

One of the most foundational things is the Economic Singularity and the fact that you have ~5 years to unfuck your future... The world will change dramatically by 2030, and we don't have much time left to build wealth! Can't stress enough how important this is... the apex of everything I'm doing.... Enjoy! Timestamps: 00:00 Intro 00:48 2030 Will Change Everything 01:41 Retirement Crisis Looms 03:02 AI & Robots Take Over 03:54 The GDP Formula 04:45 Demographics Collapse 06:27 Robots Replace Labor 07:34 AI Disrupts Knowledge 08:19 From Scarcity to Abundance 09:06 Cheap Energy Boom 10:21 Renewables & Grids 11:43 Nuclear = Free Power 12:45 Infinite Humans + Output 13:50 AI Agents + Crypto 14:58 AI Builds Products Fast 15:41 1-Person Billionaires 16:41 AGI vs. Markets 17:54 Universal Basic Equity 19:10 Adapt or Die 20:47 Human-AI Merge 22:58 Tech & Blockchain Win 25:42 Communities Win 26:31 Deflation Shock 27:48 AI Solves Itself 28:38 RVโ€™s AI & Blockchain Plan 30:14 Human-Safe Industries 31:23 AI Companions Rise 35:00 Closing Thoughts

Raoul Pal

336,900 ๆฌก่ง‚็œ‹ โ€ข 1 ๅนดๅ‰

2025 = the year of AI Agents x DAOS x Onchain Capital Allocation NEW greenpill.network podcast: Today, I'm joined by Shaw (spirit/acc) jin from ai16zdao to talk about AI Agents. How we use them to allocate capital in DAOs? To route information? To accelerate movements? To solve coordination failure? Timestamps for ez navigation ๐Ÿซก 00:00 - Intro & focusing on DAOs and the intersection of AI agents. 01:00 - AI Agents and Their Impact 02:03 - The Evolution of the Internet 07:52 - Defining AI Agents 09:40 - Reducing Friction in Information Sharing 11:56 - Building a Movement, Not a Cult 14:15 - The Cathedral and the Bazaar Metaphor 16:04 - Using AI for Coordination 17:49 - Reducing Information Siloing 18:39 - Common Tools Across Organizations 19:31 - Open Sourcing Solutions 20:07 - Capital Allocation Challenges 20:55 - AI and Capital Allocation Intersection 21:50 - Human Oversight in Funding 22:48 - Continuous Retroactive Funding 24:42 - Creating a Supportive Culture 25:06 - Feedback Loops for Builders 26:09 - Reducing Overhead in Funding 26:36 - Acknowledging Non-Coding Contributions 27:58 - Chat Summarization Tool 28:34 - Profiles and Social Capital 29:00 - Marketplace of AI Agents 29:46 - Layered AI Systems 32:42 -Human Oversight in AI 34:39 - Feedback Loops in Development 37:01- Documentation and Community Engagement 38:12 - Self-Documenting Code 40:20 - Accelerated Idea Generation 45:03 - Circle of AI Champions 46:32 - Infinite Backrooms Concept 47:48 - Personal Infinite Backroom Ideas 49:23 - Concerns About Backrooms and Information Hiding 51:23 - Infinite Backrooms Concept 53:35 - Implementers and Skill Sharing 54:40 - Vision for the Future 56:39 - Concerns About UBI Implementation 57:56 - Community Income as a Solution 58:14 - A Hope for Self-Sufficiency and AI 59:36 - Outro
1:00:40

2025 = the year of AI Agents x DAOS x Onchain Capital Allocation NEW greenpill.network podcast: Today, I'm joined by Shaw (spirit/acc) jin from ai16zdao to talk about AI Agents. How we use them to allocate capital in DAOs? To route information? To accelerate movements? To solve coordination failure? Timestamps for ez navigation ๐Ÿซก 00:00 - Intro & focusing on DAOs and the intersection of AI agents. 01:00 - AI Agents and Their Impact 02:03 - The Evolution of the Internet 07:52 - Defining AI Agents 09:40 - Reducing Friction in Information Sharing 11:56 - Building a Movement, Not a Cult 14:15 - The Cathedral and the Bazaar Metaphor 16:04 - Using AI for Coordination 17:49 - Reducing Information Siloing 18:39 - Common Tools Across Organizations 19:31 - Open Sourcing Solutions 20:07 - Capital Allocation Challenges 20:55 - AI and Capital Allocation Intersection 21:50 - Human Oversight in Funding 22:48 - Continuous Retroactive Funding 24:42 - Creating a Supportive Culture 25:06 - Feedback Loops for Builders 26:09 - Reducing Overhead in Funding 26:36 - Acknowledging Non-Coding Contributions 27:58 - Chat Summarization Tool 28:34 - Profiles and Social Capital 29:00 - Marketplace of AI Agents 29:46 - Layered AI Systems 32:42 -Human Oversight in AI 34:39 - Feedback Loops in Development 37:01- Documentation and Community Engagement 38:12 - Self-Documenting Code 40:20 - Accelerated Idea Generation 45:03 - Circle of AI Champions 46:32 - Infinite Backrooms Concept 47:48 - Personal Infinite Backroom Ideas 49:23 - Concerns About Backrooms and Information Hiding 51:23 - Infinite Backrooms Concept 53:35 - Implementers and Skill Sharing 54:40 - Vision for the Future 56:39 - Concerns About UBI Implementation 57:56 - Community Income as a Solution 58:14 - A Hope for Self-Sufficiency and AI 59:36 - Outro

owockai

60,440 ๆฌก่ง‚็œ‹ โ€ข 1 ๅนดๅ‰

๋‚ด๊ฐ€ ๋ณด๋ ค๊ณ  ๋ชจ์€ #์กฐ์ด ์—ญ๋Œ€ ๋ธŒ๋ฆฟ์ง€ ํŒŒํŠธ ๋ชจ์Œ.zip (Ice Cream Cake~Sweet Dreams) ๐Ÿ’š * ๋ ˆ๋“œ๋ฒจ๋ฒณ ์•จ๋ฒ”๋งŒ ํฌํ•จํ–ˆ์Šต๋‹ˆ๋‹ค 00:00 Somethin Kinda Crazy 00:05 Take It Slow 00:13 ์‚ฌํƒ• (Candy) 00:20 Dumb Dumb 00:22 Campfire 00:31 Ladyโ€™s Room 00:33 Day 1 00:43 Coold World 00:51 My Dear 00:55 Bad Dracula 00:58 Happily Ever After 01:03 ๋นจ๊ฐ„ ๋ง› (Red Flavor) 01:09 ์—ฌ๋ฆ„๋น› (Mojito) 01:13 I Just 01:17 Kingdom Come 01:23 ๋‘ ๋ฒˆ์งธ ๋ฐ์ดํŠธ (My Second Date) 01:27 Attaboy 01:36 Perfect 10 01:42 ๋‹ฌ๋น›์†Œ๋ฆฌ 01:53 Bad Boy 01:59 Time To Love 02:09 #Cookie Jar 02:13 Aitai-tai 02:20 Power Up 02:23 ํ•œ ์—ฌ๋ฆ„์˜ ํฌ๋ฆฌ์Šค๋งˆ์Šค (With You) 02:30 Mr.E 02:35 Mosquito 02:41 RBB (Really Bad Boy) 02:47 So Good 02:51 ๋ฉ‹์žˆ๊ฒŒ (Sassy Me) 02:54 Swimming Pool 02:57 Sayonara 03:04 ์ง์‚ด๋ผ๋น” (Zimzalabim) 03:12 Sunny Side Up! 03:16 Milkshake 03:21 ์นœ๊ตฌ๊ฐ€ ์•„๋ƒ (Bing Bing) 03:29 ์•ˆ๋…•, ์—ฌ๋ฆ„ (Parade) 03:32 LP 03:41 ์ŒํŒŒ์ŒํŒŒ (Umpah Umpah) 03:48 ์นดํ’€ (Carpool) 03:57 Love Is The Way 04:05 Jumpinโ€™ 04:11 ๋ˆˆ ๋งž์ถ”๊ณ , ์† ๋งž๋Œ€๊ณ  (Eyes Locked, Hand Locked) 04:17 Psycho 04:24 In & Out 04:34 Remember Forever 04:44 Milky Way 04:52 Queendom 05:00 Pose 05:07 Knock On Wood 05:15 Better Be 05:25 Feel My Rhythm 05:29 Rainbow Halo 05:36 Beg For Me 05:43 In My Dreams 05:48 Marionette 05:50 WILDSIDE 05:54 Jackpot 06:00 Snap Snap 06:08 โ€˜Cause itโ€™s you 06:14 Color of Love 06:16 Birthday 06:19 BYE BYE 06:22 ๋กค๋Ÿฌ์ฝ”์Šคํ„ฐ (On A Ride) 06:29 Zoom 06:40 Celebrate 06:48 Chill Kill 06:56 Knock Knock (Whoโ€™s There?) 06:59 Nightmare 07:03 One Kiss 07:10 Wings 07:21 ํ’๊ฒฝํ™” (Scenery) 07:32 Sunflower 07:38 Love Arcade 07:44 Bubble 07:51 Night Drive 07:57 Sweet Dreams
8:06

๋‚ด๊ฐ€ ๋ณด๋ ค๊ณ  ๋ชจ์€ #์กฐ์ด ์—ญ๋Œ€ ๋ธŒ๋ฆฟ์ง€ ํŒŒํŠธ ๋ชจ์Œ.zip (Ice Cream Cake~Sweet Dreams) ๐Ÿ’š * ๋ ˆ๋“œ๋ฒจ๋ฒณ ์•จ๋ฒ”๋งŒ ํฌํ•จํ–ˆ์Šต๋‹ˆ๋‹ค 00:00 Somethin Kinda Crazy 00:05 Take It Slow 00:13 ์‚ฌํƒ• (Candy) 00:20 Dumb Dumb 00:22 Campfire 00:31 Ladyโ€™s Room 00:33 Day 1 00:43 Coold World 00:51 My Dear 00:55 Bad Dracula 00:58 Happily Ever After 01:03 ๋นจ๊ฐ„ ๋ง› (Red Flavor) 01:09 ์—ฌ๋ฆ„๋น› (Mojito) 01:13 I Just 01:17 Kingdom Come 01:23 ๋‘ ๋ฒˆ์งธ ๋ฐ์ดํŠธ (My Second Date) 01:27 Attaboy 01:36 Perfect 10 01:42 ๋‹ฌ๋น›์†Œ๋ฆฌ 01:53 Bad Boy 01:59 Time To Love 02:09 #Cookie Jar 02:13 Aitai-tai 02:20 Power Up 02:23 ํ•œ ์—ฌ๋ฆ„์˜ ํฌ๋ฆฌ์Šค๋งˆ์Šค (With You) 02:30 Mr.E 02:35 Mosquito 02:41 RBB (Really Bad Boy) 02:47 So Good 02:51 ๋ฉ‹์žˆ๊ฒŒ (Sassy Me) 02:54 Swimming Pool 02:57 Sayonara 03:04 ์ง์‚ด๋ผ๋น” (Zimzalabim) 03:12 Sunny Side Up! 03:16 Milkshake 03:21 ์นœ๊ตฌ๊ฐ€ ์•„๋ƒ (Bing Bing) 03:29 ์•ˆ๋…•, ์—ฌ๋ฆ„ (Parade) 03:32 LP 03:41 ์ŒํŒŒ์ŒํŒŒ (Umpah Umpah) 03:48 ์นดํ’€ (Carpool) 03:57 Love Is The Way 04:05 Jumpinโ€™ 04:11 ๋ˆˆ ๋งž์ถ”๊ณ , ์† ๋งž๋Œ€๊ณ  (Eyes Locked, Hand Locked) 04:17 Psycho 04:24 In & Out 04:34 Remember Forever 04:44 Milky Way 04:52 Queendom 05:00 Pose 05:07 Knock On Wood 05:15 Better Be 05:25 Feel My Rhythm 05:29 Rainbow Halo 05:36 Beg For Me 05:43 In My Dreams 05:48 Marionette 05:50 WILDSIDE 05:54 Jackpot 06:00 Snap Snap 06:08 โ€˜Cause itโ€™s you 06:14 Color of Love 06:16 Birthday 06:19 BYE BYE 06:22 ๋กค๋Ÿฌ์ฝ”์Šคํ„ฐ (On A Ride) 06:29 Zoom 06:40 Celebrate 06:48 Chill Kill 06:56 Knock Knock (Whoโ€™s There?) 06:59 Nightmare 07:03 One Kiss 07:10 Wings 07:21 ํ’๊ฒฝํ™” (Scenery) 07:32 Sunflower 07:38 Love Arcade 07:44 Bubble 07:51 Night Drive 07:57 Sweet Dreams

๋ง‘์Œ์จฉ ๐Ÿ

20,678 ๆฌก่ง‚็œ‹ โ€ข 1 ๅนดๅ‰

My Bitcoin Treasury discussion with Joe Burnett, MSBA. 0:00 โ€“ Intro 1:00 โ€“ First priority as Director of Bitcoin Strategy 3:11 โ€“ Should Bitcoin companies copy MSTRโ€™s preferreds? 5:02 โ€“ Structuring credit: BTC Ratings from 2 to 10 6:25 โ€“ Long-term CAGR for Bitcoin vs. S&P 500 8:28 โ€“ Why Bitcoin has fewer risks than stocks 10:36 โ€“ The global index with no counterparty risk 15:14 โ€“ Is Bitcoin a global productivity index? 16:56 โ€“ Will MSTR join the S&P 500? 18:14 โ€“ Why Vanguard owns MSTR 19:23 โ€“ Unlocking passive capital for Bitcoin 21:14 โ€“ Why BTC companies magnetize capital 23:24 โ€“ Mag 7 adoption playbook: fast vs. slow 25:47 โ€“ Most CEOs donโ€™t want the money 27:15 โ€“ Who should adopt Bitcoinโ€”and who wonโ€™t 29:20 โ€“ Why MSTR is going all-in on preferreds 31:21 โ€“ Preferreds are better than convertibles 32:32 โ€“ Will BTC companies still trade above NAV in bear markets? 34:09 โ€“ Why 2022 was a crypto-catalyzed bear market 35:14 โ€“ The difference between 1.1x and 100x leverage 37:07 โ€“ How to defend BTC NAV with credit instruments 39:14 โ€“ How to create a Bitcoin short squeeze 41:20 โ€“ Why shorts donโ€™t have the courage 43:20 โ€“ The future of BTC-backed credit and equity 45:04 โ€“ A new theory of Bitcoin corporate finance 49:30 โ€“ Copy MSTR: itโ€™s good for everyone 50:26 โ€“ Harvardโ€™s outdated Bitcoin case study 52:16 โ€“ Why the smartest firms are making bad moves 54:16 โ€“ Why academics ignore Strategyโ€™s success 55:15 โ€“ How the world could look in four years 57:09 โ€“ Final thoughts and wrap-up
57:21

My Bitcoin Treasury discussion with Joe Burnett, MSBA. 0:00 โ€“ Intro 1:00 โ€“ First priority as Director of Bitcoin Strategy 3:11 โ€“ Should Bitcoin companies copy MSTRโ€™s preferreds? 5:02 โ€“ Structuring credit: BTC Ratings from 2 to 10 6:25 โ€“ Long-term CAGR for Bitcoin vs. S&P 500 8:28 โ€“ Why Bitcoin has fewer risks than stocks 10:36 โ€“ The global index with no counterparty risk 15:14 โ€“ Is Bitcoin a global productivity index? 16:56 โ€“ Will MSTR join the S&P 500? 18:14 โ€“ Why Vanguard owns MSTR 19:23 โ€“ Unlocking passive capital for Bitcoin 21:14 โ€“ Why BTC companies magnetize capital 23:24 โ€“ Mag 7 adoption playbook: fast vs. slow 25:47 โ€“ Most CEOs donโ€™t want the money 27:15 โ€“ Who should adopt Bitcoinโ€”and who wonโ€™t 29:20 โ€“ Why MSTR is going all-in on preferreds 31:21 โ€“ Preferreds are better than convertibles 32:32 โ€“ Will BTC companies still trade above NAV in bear markets? 34:09 โ€“ Why 2022 was a crypto-catalyzed bear market 35:14 โ€“ The difference between 1.1x and 100x leverage 37:07 โ€“ How to defend BTC NAV with credit instruments 39:14 โ€“ How to create a Bitcoin short squeeze 41:20 โ€“ Why shorts donโ€™t have the courage 43:20 โ€“ The future of BTC-backed credit and equity 45:04 โ€“ A new theory of Bitcoin corporate finance 49:30 โ€“ Copy MSTR: itโ€™s good for everyone 50:26 โ€“ Harvardโ€™s outdated Bitcoin case study 52:16 โ€“ Why the smartest firms are making bad moves 54:16 โ€“ Why academics ignore Strategyโ€™s success 55:15 โ€“ How the world could look in four years 57:09 โ€“ Final thoughts and wrap-up

Michael Saylor

484,592 ๆฌก่ง‚็œ‹ โ€ข 1 ๅนดๅ‰

On CoinDesk's Public Keys at the NYSE ๐Ÿ›, Securitize President Brett W. Redfearn unpacks $30B of tokenized assets on chain and the road to public markets, NYSE's Michael Reinking on BTC's correlation with tech, and AVAX One (AVX)'s Jolie Kahn on a new AI data center in Alberta โ€” plus Strategy's STRC shakeup. Watch with Jenn Sanasie: 00:00 Welcome to Public Keys 00:24 Strategy Proposes Semi-Monthly STRC Dividends 02:05 Tokenized Assets On Chain Near $30B 02:13 Securitize's Brett Redfearn Joins Public Keys 05:53 Why Securitize Built Inside the Regulatory Framework 06:37 The Clarity Act and Market Structure 11:43 Tokenizing the $70 Trillion US Equity Market 13:51 NYSE's Michael Reinking on the Week Ahead 15:20 Bitcoin's Correlation With Tech Stocks 16:30 DeFi Hacks and Institutional Overhang 17:54 What's Driving $1B in BTC ETF Inflows 20:26 Bitcoin Miners Pivot to AI Data Centers 21:52 Goldman Sachs Files Bitcoin Premium Income ETF 22:38 Morgan Stanley's Record BTC ETF Launch 22:53 BTC ETFs see $1B in Inflows 24:44 AVAX One CEO Jolie Kahn Joins Public Keys 26:17 AVAX Bull and Bear Case 27:41 Inside AVAX One's Alberta AI Data Center Plan 30:45 Fear and Greed Index at 29
31:43

On CoinDesk's Public Keys at the NYSE ๐Ÿ›, Securitize President Brett W. Redfearn unpacks $30B of tokenized assets on chain and the road to public markets, NYSE's Michael Reinking on BTC's correlation with tech, and AVAX One (AVX)'s Jolie Kahn on a new AI data center in Alberta โ€” plus Strategy's STRC shakeup. Watch with Jenn Sanasie: 00:00 Welcome to Public Keys 00:24 Strategy Proposes Semi-Monthly STRC Dividends 02:05 Tokenized Assets On Chain Near $30B 02:13 Securitize's Brett Redfearn Joins Public Keys 05:53 Why Securitize Built Inside the Regulatory Framework 06:37 The Clarity Act and Market Structure 11:43 Tokenizing the $70 Trillion US Equity Market 13:51 NYSE's Michael Reinking on the Week Ahead 15:20 Bitcoin's Correlation With Tech Stocks 16:30 DeFi Hacks and Institutional Overhang 17:54 What's Driving $1B in BTC ETF Inflows 20:26 Bitcoin Miners Pivot to AI Data Centers 21:52 Goldman Sachs Files Bitcoin Premium Income ETF 22:38 Morgan Stanley's Record BTC ETF Launch 22:53 BTC ETFs see $1B in Inflows 24:44 AVAX One CEO Jolie Kahn Joins Public Keys 26:17 AVAX Bull and Bear Case 27:41 Inside AVAX One's Alberta AI Data Center Plan 30:45 Fear and Greed Index at 29

CoinDesk

49,334 ๆฌก่ง‚็œ‹ โ€ข 4 ไธชๆœˆๅ‰

My Crypto Portfolio once had 36 altcoins, but instead of selling them for stables, I decided to consolidate my holdings into fewer coins (I'm still exposed to the market), where the current total is now 12. So here's what I'm holding, and what I expect for the rest of the year. 03:27 Why I sold many Altcoins for $BTC, $ETH, $SOL 06:26 Bitcoin Analysis 08:58 Ethereum Analysis 10:38 Solana Analysis 12:20 Why I'm consolidating my portfolio 14:25 $SUPER 17:19 $BEAM 19:54 $NEAR 20:48 $TAO 22:40 $AXL 25:22 Looking for more RWA exposure 27:04 $AMPL 31:18 $BORG 34:49 $PEPE 38:08 When can Altcoins bounce back based on Liquidity? 41:45 The next 6 months will be dangerous 45:17 How to track global liquidity 50:37 My Portfolio Strategy Summary
59:47

My Crypto Portfolio once had 36 altcoins, but instead of selling them for stables, I decided to consolidate my holdings into fewer coins (I'm still exposed to the market), where the current total is now 12. So here's what I'm holding, and what I expect for the rest of the year. 03:27 Why I sold many Altcoins for $BTC, $ETH, $SOL 06:26 Bitcoin Analysis 08:58 Ethereum Analysis 10:38 Solana Analysis 12:20 Why I'm consolidating my portfolio 14:25 $SUPER 17:19 $BEAM 19:54 $NEAR 20:48 $TAO 22:40 $AXL 25:22 Looking for more RWA exposure 27:04 $AMPL 31:18 $BORG 34:49 $PEPE 38:08 When can Altcoins bounce back based on Liquidity? 41:45 The next 6 months will be dangerous 45:17 How to track global liquidity 50:37 My Portfolio Strategy Summary

VirtualBacon

157,186 ๆฌก่ง‚็œ‹ โ€ข 1 ๅนดๅ‰