Cast by yes2crypto.eth
Day 346 of asking @ivanontech to come back to /farcaster
3 replies
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
So close to an anniversary milestone. These last few weeks have been extremely confusing for BTC and the entire crypto sector
