00:00 Intro - BTC back to 66K after Trumps speech 00:18 People expected Trump to deescalate - we go something else 00:35 WTI chart - most important chart right now 01:10 Oil continues to go up - Likely we will see an escalation 01:43 Trump has one extra day to do something 02:23 Summary of Trumps speech - War will last another 2-3 weeks 02:58 Power plants bombed when no agreements reached 03:27 No honesty about asymmetric warfare 04:03 Pete Hegseth - Iran back to the Stone Age 04:41 WTI chart - Putting pressure on stocks and crypto, clear bear trends 05:15 QQQ chart - bear market 05:36 If oil goes down we can talk about rate cuts again 05:54 Alex Jones video - Not happy with change in Trump 06:58 Trump supporters are moving away - This was not the plan 07:50 Pressure is on Trump to deliver 08:05 Forget politics - Just look at the oil price 08:32 Trump likes age of empires, not day care, that is up to the state - video 10:07 A rant about Age of Empires - They do not make games like this anymore 10:59 Gaming has become a science - The art has disappeared 11:35 Summary - Oil is high, Trump will escalate. Long term still bullish on Bitcoin 12:00 SOL hack - 270 million USD gone from Drift protocol 12:34 DeFi is currently not worth it. Yield is not high enough 13:32 Drift hack was either a private key exploit or phished 15:24 The founder of Drift - We are sorry 16:08 Durable nonces attacked - They hacked 2 guys 17:17 Stay way from DeFi lending - Not worth it 17:58 DeFi makes sense for swapping, if you want yield use a treasury 18:28 Drift hacker KYC-ed on Backpack and used stable coins 19:00 How Circle missed the swap 21:59 Ivan on plane video - SOL going to 30. Buy the book BIG Profits 23:32 WTI chart - Escalation in Middle East likely 23:46 GSG chart - moves higher. Is like oil but tradeable 24:57 Gold and silver chart 25:09 Yield charts - If they go up people dump bonds 26:00 Google how bonds work - It tells you how the world thinks about the US 26:51 Google chart - Breaking support and going down 27:18 Q and A 27:25 Q1: Digital version of the book? 29:00 Implement the system with the book 29:42 Q2: Thoughts on Claude-Code source leak? 31:40 Q3: Can I give a fake phone nr? 32:05 Q4: Did you see the Axios hack. It had a bigger effect on the industry? 33:00 About AI and vulnerabilities in using coding libraries 37:00 AIs might still be too retardio to do real logic in code. 38:37 Q5: Claude remembers when you swear at it? 40:21 Q6: Code is basically mnemonics? 40:58 Q7: Lazy Language Models? 42:35 Always tell AI to be different personalities. Hold a board meeting and give me board notes 43:26 Q8: How about miners? 44:08 Q9: Thoughts on using AI for building a trading bot? 46:36 Q10: Love the book. I have experienced everything so far? 46:59 What about Claude Mythos? AI has diminishing returns 51:10 Q11: STO chart? 54:38 Outro - Check out Bullmania
