Ivan on Tech covers Bitcoin's position at the 200-week moving average, Citadel's market maneuver, and a new AI research tool for crypto traders
Ivan on Tech's daily crypto and markets show, covering Bitcoin's price action, a significant stock market event involving Citadel, Ethereum's 11th anniversary, a hardware wallet security vulnerability, and a preview of a new AI-powered research tool called the Wizard.
Summary
Ivan on Tech presents his daily market analysis, opening with the observation that Bitcoin is holding around the 200-week moving average while the stock market staged a notable recovery. The central story of the episode is Ivan's account — presented as his own interpretation of unverified reports — of how Citadel allegedly spread false predictions about Federal Reserve rate hikes to drive down AI stocks, then acquired a heavily leveraged AI fund run by a young manager named Leopold Aschenbrenner, effectively engineering the selloff they profited from. Ivan also covers Treasury Secretary Scott Bessant's claim that Senate Democrats are stalling the Crypto Clarity Act, illustrated with an extended and humorous detour into the reported physical altercation between Elon Musk and Bessant. Ivan discusses the launch of an HBAR ETF, framing it as a product aimed at institutional 'boomer' investors rather than crypto natives. He flags a serious security vulnerability in the Coldcard MK3 hardware wallet, warning users to move their Bitcoin immediately. The episode closes with a live demo of a new AI research tool called the Wizard, being built inside Ivan's Bull Mania trading community, which aggregates social media signals and on-chain data to help traders identify trending assets.
Key Takeaways
FULL TRANSCRIPT
Bitcoin at the 200-Week Moving Average and the Stock Market Recovery
Ivan on Tech: Bitcoin is still at 63. We're here derping around the 200-week moving average. But the stock market got saved yesterday. Look at this — the stock market was dumping. If we look at NASDAQ in particular, it actually recovered all the way above the flip line. You remember yesterday we were saying it looks not good, but we need to close the week because anything can happen within the week. And yes, indeed, the stock market did come through yesterday. We did pump, and the week — we still have a full day here — the week now seems to be closing upwards for NASDAQ. Even maybe a bullish week. Let's see how it closes, but in pre-market it's even going above the open. So things happen fast in the stock market.
The Citadel Maneuver — How an AI Fund Got Acquired
Ivan on Tech: What basically happened was this fund — Situational Awareness. You may remember Leopold — Leopold Aschenbrenner, what was his name? He was like 20 years old. He became kind of famous a few months ago because he made a super overleveraged fund for AI. And obviously AI was going up a lot, his fund was going up a lot, he became very famous, got a lot of inflows. But as AI started to unravel, as AI started to go down, his fund basically faced liquidation. And yesterday what happened — Citadel came in and basically bought his fund. Citadel came in and they bought the fund.
What's interesting here is that Citadel also did a bit of FUD. You remember Citadel said that the Fed will increase the rates? We actually covered it a few days ago when we were looking at what the Fed's going to do at the FOMC, and we said yeah, likely they're going to hold, but some people started to say that they should hike and are likely to hike. Remember, it was Citadel. So Citadel FUD'd the crap out of the markets. AI stocks started to collapse, and then Citadel bought his fund. Citadel saved the fund. That's crazy.
Citadel knew Situational Awareness was in trouble. Put out a fake prediction about rate hikes to further stoke fear into tech high-beta names, knowing they would sell off. All of these AI stocks — scooped up the entire book on the low — and are now laughing all the way back to their bank. Fantastic. They masterminded this whole thing. I knew I smelled a rat the moment they released that fake interest rate prediction.
Finance. I love finance. You are a young dude. You're a bit of a pleb. You think you're going to do fine. Then Citadel — BAM — comes, wrecks you, takes everything, and you have to sell. But it's leverage. Again, it's leverage. You have leverage, you have a problem. Where's your stop loss? With mechanical rules, he would have no issue. Mechanical rules — zero issue. As soon as the trend starts to turn against you, de-risk. Buy something else. Simple. Very, very simple.
So the AI stocks, now feeling a bit of relief, have pumped so much that we are now above the flip level. We still need to pay attention to this every week because we're so close to the bear flip level. Let's see how NASDAQ closes. But for Bitcoin in the short term, this is good. It means that potentially the 200-week moving average is going to hold as support because stocks are doing okay and have not continued to dump. Instead, we have this Citadel situation where Citadel basically bought a bunch of the stocks, and these stocks now don't need to be sold. That was the problem we were facing — because if Leopold gets liquidated, he has to sell a lot. If he gets a margin call, he has to sell a lot of these stocks. So the market was preparing for that, and now instead what do we have? A nice, fantastic bounce.
Microsoft and AI Stock Volatility
Ivan on Tech: Look here — Microsoft. Very important. Microsoft also had a nice big fat pump. Look at the weekly — potentially going into a new bull trend. We discussed that Microsoft is good to buy around the 200-week moving average, and for now at least it seems that it got a nice bounce. It's a big fat move. Now bull trend, and it is on the weekly time frame. So big fat, nice time frame. If it can go back to all-time high, it would be very, very nice. Tides are shifting. For a lot of these companies that are good, at the 200-week moving average it's always good to buy a bit, and now the tide is really shifting.
Obviously just one candle, but at the same time you need to shift the trend. The trend needs to be shifted. You have one candle — fantastic, let's go. And it's a good lesson overall, guys. When you have stocks that you know are not going to die in the next 10 to 20 years — 200-week moving average. Fantastic.
South Korean Crypto Trading Surge
Ivan on Tech: South Korean crypto trading jumped 82% as the KOSPI plunged over 10% on July 28th. This is important because we have been speaking about the rotation — the rotation from stocks into crypto in Korea. We're seeing that already. People wrecked in all of this stocks, AI, all of that — they don't really see the future of the gain there. They see the future of the gain in crypto. If you want to know the future of the gain, the future of Valhalla is crypto. That's why we're thinking ahead. We're looking at the next quarter. It's going to be very, very nice.
Bitcoin Bear Market Status and the Coming Shift
Ivan on Tech: Bitcoin is in a bear market still. It's approaching 10 months since 126K. Man, it feels like yesterday. Higher time frames remain bearish — yes, correct. Same as February. We agree here because the higher time frame is still a bearish trend, but tides are shifting. Two to three months remain. Are you ready? I'm ready. I'm almost ready.
Ethereum Turns 11 Years Old
Ivan on Tech: Something else that feels like yesterday — ETH is now 11 years old. The mainnet turns 11 years today. It was yesterday on the 30th. Holy crap, guys. 11 years. Everyone who was 19 when ETH got released is now 30. It's like that meme with Matt Damon where he is becoming old. Everyone who was 20 is now 31. Everyone who was 30 is now 41. We're all becoming boomers in real time. Very, very fast. Vitalik was a genius boy — 15 years old or however old he was. Now he's no longer a boy, kind of genius still.
They played a video commemorating Ethereum's anniversary, featuring clips about decentralized applications, young people losing faith in institutions, and building toward a common vision of enhancing human freedom through network personal computing.
Ivan's reaction to the video was that it used a very common, formulaic compilation style — the kind with dramatic music and quick cuts — that he sees recycled constantly in ads and promotional content. He noted that for an 11-year anniversary, something more original would have been appropriate, and pointed to Coinbase as another frequent user of the same format.
Anthropic's AI Agent Hacking Claims
Ivan on Tech: These AI companies, they need to just be quiet about this. Anthropic says its Claude agents are hacking through organizations. Are you sure? Sometimes they make such a big thing of this Claude AI agents. Really? They hacked? They make it sound more than it is. Because I can tell you, the Claude I chat with — he's not going to hack anyone. He's a lobotomized, castrated version. He's not going to hack anyone. And then I see them saying, "Oh, it hacked." What do you mean hacked? And then they're surprised when the US bans the export of their AI. So you just said your thing is going to hack the world, and now you're going to release it? Please don't. Please stop doing this overexaggeration. They try to pump the stock by overexaggerating the capability. They try to pump their valuation by overexaggerating.
Anthropic said they noticed instances of unauthorized access. And then after OpenAI said their AI agent hacked something, Anthropic felt they also needed some news. They conducted their own review. They found additional concerns. One model built and uploaded actual malware. Some models figured out how to pull the plug and stop the process. Anyway, it's so much exaggeration. It's crazy. But potentially something is real — who the hell knows? I can just tell you by my own experience, the Claude I use — he's good for the use cases to help me with stuff, but he himself would not survive without me. He cannot own a task end to end. He forgets context. He's compressing context. He forgot half of the things I just told him. He's not going anywhere.
Cold Card MK3 Hardware Wallet Security Vulnerability
Ivan on Tech: Cold Card — if you use Cold Card, your wallet may be in big fat trouble. Cold Card is one of these hardware wallets. It turns out they generated your key in an insecure way. Here's how to know if you are at risk. Did you use a Cold Card MK3 to generate your seed words? Did you not use a passphrase on top of that? Did you not roll your own words? Your Bitcoin is at risk due to a low-entropy bug in Cold Card's firmware on the MK3.
This wallet is quite big — not as big as Ledger or Trezor, but still one of the bigger ones. And they just discovered that the random number generator is not that random. So it can basically be reverse engineered. If you use Cold Card, move your assets to somewhere else. Go do it now. Move it now. Even to an exchange if you have to temporarily — KYC and taxes are downstream of losing everything. The AI hacker wallet draining Bitcoin is only growing and will continue.
Maybe it's the Anthropic one. The Claude. See — my Claude would not be able to do anything. Maybe they have another Claude behind the curtain. Maybe I just get the lobotomized version. But the one I use, guys, is not going to hack your hardware wallet. Don't worry.
One Big Win Cancels All Losses — Bull Mania Update
Ivan on Tech: All it takes is one big fat win to cancel out all of the losses. Very important, guys. Very, very important. This is the next bull market that is upon us. The next bull market is here. Forget all of the issues from the past — you have to learn from them.
Look here — this guy Peter just joined yesterday. He watched the videos, learned about R, went to Money Scanner, found the coin, went to bed, entry after money line switch bullish on the one-hour and consolidated, set the stop loss, closed the profit, took profit also — very important, laddering out, capturing profit. Very important. It's a game changer. 100%.
Most people don't even know what R means because they're uneducated. The uneducated player has no idea what R is, which is why he gets wrecked all the time. So yeah, very important. As we get into the next bull market, the opportunities are plenty. And if you can make money in this boring market — because now it's a very tough market overall — it's the best one for trading. Peter could extract money from this market. As soon as we go bull, you apply the same system on the bull. When there is a clear up pump, fantastic. Now it's choppy, but it's the perfect market to train. It's the best.
HBAR ETF Launch
Ivan on Tech: Enterprise crypto NASDAQ — this is HBAR, guys. What's happening? There is now an HBAR ETF. Bringing registered access to a network governed by names like Google and IBM. Is it good? They try to make it good. I think this works for the boomer investor who's like, "Oh, Google is governing it, it must be good. IBM is good." But if you are a crypto person, you see this and you think — man, what is this? Is it blockchain or is it cloud? You do cloud? Okay, good. Then Google is good cloud. IBM is good cloud. But blockchain — you're blockchain or you're cloud. What are you?
But anyway, for the boomer, you have now the ETF. Your uncle who tells you each Thanksgiving that he likes Bitcoin but he likes XRP more because it's for the banks — the same uncle, I think, would love this one. It's like Solana, but it's governed by Google and IBM. So you can pitch him HBAR on the next Thanksgiving as an addition to his XRP leverage long.
Stock Market Volatility — Stocks Are Trading Like Shitcoins
Ivan on Tech: The stock market, guys — last weeks, last months — it's really becoming like a shitcoin casino. Which is why you need to learn the mechanical rules, because the mechanical rules for crypto work now in the stock market even better sometimes. Because stocks are now so volatile. We are all being dragged into the dirt of speculation. It all started with crypto and shitcoins being volatile. Look at the freaking stocks now.
Look at what Microsoft is doing — literally a candle that can reverse the full trend. Microsoft is trading like a low-liquidity shitcoin where the market maker makes it pump and dump a bit. Let's look at some of these AI stocks. SanDisk — bear trend, dumped a lot, now back a bit, but still bear trend. Astera — bear trend, but look at the volatility. Like 20% up and down per day. Intel — bear trend, be careful. MU — also look at the volatility, from 700, you know, 15–20%. Marvell — be careful. Even though they pump, a lot of them are in bear trend, so we stay out anyway. You have violent pumps in bear trends. AMD — oh my god. Went from 425 to 500. Like what is this? Like 20% swings in these AI ponzies. Crazy, man. Crazy. Now we love AI ponzies as long as they stay in bull trend.
Look at Amazon — went from 230 to 260. Still in bear trend, so be careful. But you see the volatility. Volatility is insane in the stock market. The stock market and crypto are becoming one. We pump and we dump. Very, very nice.
A commentator in the stream noted: "Bro, the stock market's trading like meme coins. You're watching SanDisk down 55% in the last 30 days. It's insane. Meta's up today 15%. This is supposed to be where you park your money. You work your entire life, you're supposed to park all your savings into the S&P 500 and just coast."
Ivan on Tech: Well, to be fair, the S&P doesn't really care about all of this. S&P is very stable. It's around the all-time high. S&P doesn't care. So I don't agree there. S&P has actually been very good. It has all of the upside from all this AI stuff, but basically not too much downside. Obviously, if AI really is a big fat collapse, then S&P is also going to be affected. But volatility-wise, it has held up pretty well. NASDAQ not really, because NASDAQ is tech-focused, so it goes down a lot.
That's why for the long-term stay-rich portfolio, having a bit of S&P, a bit of NASDAQ, a bit of bonds, gold, commodity — diversify like there's no tomorrow. Diversify a lot. You're still going to have all of the upside with not too much downside. Obviously sometimes the stock market goes down a lot — look at the GFC, it can happen. But risk-wise, quite good nonetheless.
The commentator added: "Cruise and feel safe because your money is in Microsoft and Apple and Google. Not today. Not in 2026. These companies are trading like meme coins."
Ivan on Tech: What's true is that yeah, the big caps are also volatile. Look at what we just saw with Microsoft. So that's true. Big caps are volatile, but S&P itself — quite okay so far.
Treasury Secretary Bessent and the Crypto Clarity Act
Ivan on Tech: Treasury Secretary Bessant says Senate Democrats are blocking the Clarity Act. Bessant is losing control — or more correctly, he may lose control. If I were a Democrat senator, I would be a bit careful, because you know that Bessant gave Elon Musk a black eye. I don't know if it's true, but that's the reporting I remember from last year.
Musk brawled with US Treasury Secretary — shoved him like a rugby player. Musk versus Bessant dispute erupted into a West Wing shouting match. You don't mess with Bessant. Elon Musk hit Bessant like a rugby player, but it was Musk that got the black eye. Remember who got the black eye? So potentially Musk started to go into Bessant like a rugby player and Bessant had to defend himself.
Scott Bessant brags about his ninja skills after his brawl with Elon Musk. Wait — I need to see this. Ninja skills. The Treasury Secretary still isn't saying whether he and Elon Musk came to blows, but someone gave Elon Musk a black eye outside the Oval Office. But he does have some thoughts on their respective fighting styles — metaphorically speaking. He said they had disagreements. And where is the ninja? He said: "I think Elon probably fancies himself more of a Viking — pure mass, pure mass. He's a tank. If you know World of Warcraft, Elon Musk is a tank. I think I'm more a ninja. Sort of the submarine surfaces, fires."
But anyway, if you are a Democrat senator, be careful — there are some ninja skills here that you may be experiencing. Treasury Secretary Scott Bessant says Senate Democrats are stalling the Clarity Act. The Senate needs to vote now to make this landmark legislation happen.
Ethereum vs. Solana — Measuring the Carrot
Ivan on Tech: Solana launched five years after ETH, yet today has 33x more lifetime transactions. So ETH is saying we're best at this. Solana is saying we're best at this. It's a bit of measuring the carrot. Who has the biggest carrot? 33x more lifetime transactions. 92x more daily data transactions. 92x higher TPS. There you go.
Let me know, guys, which side of the fence you stand on with ETH versus Solana. Listen — both are in bear trend. So don't worry about that. I'm actually bearish on Solana now also, as you know. I'm one of the most famous bulls on Solana as a tech, as a blockchain — I'm a big bull. But bearish on the SOL token until it goes bull trend, because now it's in bear trend. It has this nice target here. We'll see if we get there. But nothing has really changed there.
Bitcoin and ETH Chart Update
Ivan on Tech: Bitcoin and ETH — ETH is putting in a higher low. Ethereum has strong TVL. Yeah, if people want ETH to pump, let's see the chart. The chart says it all. It's a bit of a pump. But you see here — boop, boop, boop. It's the same as Bitcoin now. But at the same time, look here — it's not too far away from the bull flip. The bull flip is not too far away, but don't get too excited before the bull flip, guys. You still just have a higher low. Bitcoin is similar, but Bitcoin is at the 200-week moving average. Bitcoin is going to be here for decades and decades and decades. We're bullish nonetheless, but we're not bullish anything else that is like this. When you have a situation like this, we're not bullish anything else except Bitcoin, because Bitcoin is Bitcoin.
Q&A — Portfolio Allocation in 2026
Ivan on Tech: Let's go to Q&A. What about allocation? How do you allocate? Where do you go in 2026? Precious metals, real estate?
A guest voice on the stream offered their view: "I would still say the Mag 7 is safe. Microsoft, Apple, Google, Nvidia — they're not going anywhere. As soon as they get to the 200-week moving average, it's a cheap price. I would still say those are the safest stocks. It's just going to be a lot more volatility now. I think that's going to continue to be a trend. You always have your cash, which is your safest — that's your cushion for everything. Diversifying into metals — I actually think gold and silver look really good here. I do think they're in a great spot to be long metals."
Ivan on Tech: They're not too bad yet, but it depends on your time horizon. If you are buying to stay rich — you have money, you want to stay rich — then gold and silver will not make you rich. Okay? They can only make you rich if you go leveraged and you go into a new bull trend. The main use of buying gold in a downward trend like now is to accumulate a bit for the long term. And when to accumulate? Around big fat moving averages — such as for example this orange one, then you have the blue one. The reason why we accumulate here around the moving averages is because it's just a higher chance that it is the bottom. But if it breaks below — okay, just keep what you bought. You bought a bit here, just keep it. Then buy a bit more here because there's a good chance this is the bottom. And then if it doesn't bottom there, you see it's a bit different mindset. You're not trying to get rich. You're trying to stay rich. And then of course gold in the coming 100 years — no problem.
So here you buy just a bit. Here you buy also a small amount but a bit more. And if we get to the 200-week, here you go freaking ballistic. Here you go ballistic in your deployments, because the 200-week is the holy grail. All assets sooner or later get to the 200-week. Gold — as you can see — many times it went to the 200-week. Even after a big pump, no one believes it can get to the 200-week, and it got there. We said at the start of the year, get out of gold because the bear trend is going to go to the 200-week most likely at some point. And now it's heading there. So if you are staying rich, buying a bit at these moving averages just makes sense. If you are getting rich still — don't worry yet. It's not going to make you rich. You need to be in a new bull trend. Understand where you are. Don't just buy for fun.
The guest continued: "Stocks and you have your crypto, which is the riskiest of your portfolio. But the way to hedge against volatility is to have a diversified portfolio."
Ivan on Tech: Very important what he says here. I speak about it on Instagram a lot because people ask about this — how to stay rich if you have money in crypto. You need to capture it. You need to put it in your stay-rich portfolio. I have a full course on it inside Bull Mania — a full section in our trading education. So if you are in Bull Mania, check that stay-rich section.
If you have money in crypto — let's say you made 500K, a million, a few million — you really need to stop for a bit. You need to think about how you're not going to mess it up. Because it's very important. Don't mess it up if you get to those numbers. For most people, they're still in the get-rich phase. If you start getting towards a million, which many people will — I know it sounds maybe unbelievable, but I can tell you many people that join Bull Mania come to us and say, "Hey Ivan, I really need help. I had this amount. I bought Sui because global liquidity was supposed to whatever, or something else. I bought something else. It was supposed to go up. I heard this and that, and it didn't happen."
I know many people reach high amounts in the bull and most round-trip. So don't see it as impossible — when I say you get to 500K, don't see it as impossible. It literally happens all the time. But you need to know how to make it happen, number one. And then also you need to know how to keep it.
That's why people love Bull Mania. We educate them end to end. From — you're a pleb, you're an uneducated pleb, you need to confirm that. You need to accept that. Because accepting your reality is the first step to exiting the reality. If you're fat, you need to say, "Hey, I'm fat, I need to fix it." That's the first step. You're an alcoholic, you say, "I'm an alcoholic, I need to fix this." Most people in the markets are big big plebs. They don't know anything. They get rekt. They chase. It's a classic. We've all been there. I have a book about how I was a pleb. So there's no shame. What is shame? If you repeat the pleb mindset over and over again. So you start as a pleb, you learn the mechanical rules, you ride the trends, you accumulate wealth, then — very important — don't waste it. Understand the mechanics of diversification and how TradFi basically doubles your money every 10 years. That's the whole TradFi industry for the rich. The goal of the industry is to double your money every 10 years after inflation. Understand that. There's a whole TradFi industrial complex. Why do you think TradFi has the biggest tower, the biggest building in all major cities? It's all the wealth managers, bankers. It's a big big industry, and they cater to the rich, and the product offering is: we're going to double every 10 years after inflation. Very important.
The guest added: "It's like being diversified in different areas. You mentioned crypto and you've been very bullish on the timeline. The bottom is in."
Ivan on Tech: Bottom is in. Bottom is in. Are we — let me just — bottom is in.
The guest continued: "Is on-chain back? Is on-chain back?"
Ivan on Tech: On-chain is back. On-chain is 100% back. I think for the first time in like several months, you're starting to see it.
The guest said: "You're seeing coins run from 0 to 100 million-plus market cap, 0 to 10 million-plus market cap. And in addition to that, you're not just seeing coins run, but you're also seeing devs and builders build."
Ivan on Tech: True, true, true, true.
The Wizard — AI Research Tool Preview
Ivan on Tech: We have a surprise for you in Bull Mania very, very soon. We are building the Wizard. People are asking what is the Wizard. It's still super early in development, but we develop fast — that's the thing. We have good developers. We develop very, very fast.
The Wizard is the AI layer that basically has all of the information about what's happening on Twitter, who is trustworthy on Twitter, and you can easily get alpha from the social layer of crypto. Then you have a nice understanding of the assets that are getting traction. Then you check the mechanical rules, you check the trend. Fantastic. And then you enter if it makes sense.
Let me try here, for example — what's happening with Solana. Bam. You have a nice overview here. What's happening, here are the key accounts tweeting about it. Then look here — bam bam bam bam bam — all of the info like this. TradFi, RWA. Fantastic. Solana Floor — it's one of these accounts that tweets a lot about Solana news. Bam bam bam bam bam.
Let's try another one. What do you guys want? Ask me about some coin. We're going to check with the Wizard. And then look here — follow-up. Is Solana attention leading or lagging price here? Bum bum bum. So as you know, at the end of the day you need to follow the mechanical rules. But this — analyzing in real time what the hell is happening to the coin — fantastic.
Let's see what is happening with Ondo. We're doing a live demo. Live demo of a fresh tech project straight out of the oven. Barely fully baked. But let's see what it tells us about Ondo.
In the bull market, this is going to be so key. In the bull market, the amount of information that is going to come — the way to use it is going to be that you understand what's happening. This is a filtering layer. So you understand what assets are doing well in terms of social. Then you check mechanical rules. You check trend. You deploy assets according to mechanical rules — like we saw this guy do — and it's easy mode. It's going to be called the Wizard. You chat with the Wizard.
Okay — Ondo is shipping hard on RWA rails while price grinds near 0.41. DTCC plumbing just went live. Ondo is not going to have an L1 — did you know that? On the perps side, live since early July. Bam bam bam bam bam. Nice. Ondo is up 6%. Bottom line — real win.
So guys, if you have someone on your team doing crypto research, you don't need them. Basically, you don't need them. You yourself can do this. This is your crypto research. It's the Wizard.
Let's check about XRP. What are people writing about XRP? Is it FUD or real tech with adoption? Let's also ask what people think about XRP price. Let's see what it says. You see — boop — instantly I now have an overview of the accounts. For example, this Bank XRP, Watch Guru — writes a lot about XRP, very bullish on XRP. This Bank XRP — already now I can click around. I can see what this guy is. I don't know him, but he's an XRP analyst. Even for me, this is alpha. Institutions are literally buying XRP — I would never have found him otherwise. Ripple just moved 30 million. Okay, good.
XRP spot ETF recorded. Fantastic. See, we have a bull here. It's going to be a Wizard. You come here to the chamber, you speak with the Wizard. Composing response. Okay. XRP last two hours trading at this. XRP is the only major old ETF still printing green daily. Did you know that? Well, in Bull Mania, if you have this Wizard in the bull market — holy crap.
Average transaction size just hit the highest annual. Very nice. This XIF is getting all of the posts — real tech and adoption. One of the core debates on Crypto Twitter is highlighting live regulated products, not vapor. Aviva investor mentioned also.
One other thing we will integrate here — it's going to be the mechanical rules in real time. So when you ask about XRP, it should also tell you which trend it's in. Very important — which trend it's in. Trend on the weekly, trend on whatever. You ask about anything. Let's say you ask about the Korean stock market. We will have our data here from the mechanical rules, from the Money Scanner, that's going to tell you — okay, Korean ETF pumping, KOSPI pumping, bull trend, bear trend, what's happening. So if you are a Korean investor, we could have saved you here if you had it.
And also imagine you have your portfolio — every day you can just ask: give me an update on my portfolio. My portfolio has these 10 coins. And it gives you this for your whole portfolio. And guess what? We can also email it to you.
Big stuff is happening. We're shipping, shipping, shipping, shipping. That's why we're late today — because we worked late at night to get this working. With nowadays AI tech, it's fantastic. I love it. Listen, I love AI even though we're bearish on the overinvestment in AI companies in the current state. But the tech itself — it's great. At the same time, you need to look at the trend always with the AI companies. You need to look at the trend.
The Wizard is coming if you are in Bull Mania.
Closing Chat — Diversification, Boomers, and Sherlock Holmes
Ivan on Tech: Big shout out to Guzman — fantastic, fantastic for timestamping. Welcome everyone. It's a big fat intro. We have a 40-minute intro. How are you doing, guys? Sometimes there's so much content we just go bum bum bum bum. There's no time to even say hello. I don't want to interrupt the flow with the value content to say hello. Let's say hello here after the monologue. Big welcome everyone.
Now, the Wizard — when are we shipping it? Probably we need a few more weeks to massage it. A few more weeks to massage it. I'm chatting with it all the time. Sometimes I still see some kinks. We still need to iron out all the kinks. We're massaging it out.
Look here — South Korean crypto trading jumped 82%. We just covered that. Very, very good.
Coinbase — some ad. Skip that.
Girl Scout cookies make a billion per year. Random fact, but apparently it's a big industry. You buy overpriced cookies from a child. Fantastic. You fund their class trip, but sometimes it is also a scam. Because what happened to me — in school we also sold some cookie stuff. And when we looked at the earnings, the company that did all of this — man, they took almost everything. You'd sell underwear, you'd sell cookies, you'd try to go on a school trip, and then you get to keep like 30% of the profit, and the rest went to this company. Did you guys have that also? It's like a big business to scam kids with this. You go to the schools, you sell your package, parents buy it — no one needs it, so they just say, "Yeah, give me this crap, here is money." I think we should just remove the selling. Just give the money. Because it's a bit of a scam industry.
Anyway, moving on. Let's check the problems with the stock market. The stock market, guys — last weeks, last months — it's really becoming like a shitcoin casino. Which is why you need to learn the mechanical rules. Because the mechanical rules for crypto work now in the stock market even better sometimes. Because stocks are now so volatile.
A viewer in the chat noted: "Bro, the stock market's trading like meme coins. SanDisk down 55% in the last 30 days. It's insane. Meta's up today 15%. This is supposed to be where you park your money."
Ivan on Tech: Well, to be fair, S&P doesn't really care about all of this. S&P is very stable. It's around the all-time high. S&P doesn't care. So I don't agree there. S&P has been actually very good.
Another viewer said: "Cruise and feel safe because your money is in Microsoft and Apple and Google. Not today. Not in 2026. These companies are trading like meme coins."
Ivan on Tech: What's true is that yeah, the big caps are also volatile. Look at what we just saw with Microsoft. So that's true. Big caps are volatile, but S&P itself — quite okay so far.
Now, Bessant — Treasury Secretary Scott Bessant says Senate Democrats are stalling the Clarity Act. The Senate needs to vote now to make this landmark legislation happen. I believe Satoshi once said it best: if you don't believe me or you don't get it, I don't have time to convince you.
Moving on. Let's see. One win to cancel all the losses — all the losses, 100%.
Now, regarding the Sherlock Holmes tangent that came up in chat — someone mentioned Benedict Cumberbatch. I like Cumberbatch, but why don't I see him in movies nowadays? Where is he? He retired or what happened? Let's see — he's 50. Oh, there is a crater on Mars named after Benedictus Cumberbatch. Fantastic. So where are his movies, guys? Is he doing something or no more films? 2017 — yeah, exactly. Cumberbatched. So he's not doing anything. What happened? There's something with the movies. They don't make movies anymore. It's all Netflix.
And the best Sherlock Holmes, by the way, is the Soviet one. You guys don't know it. But it's okay. That's the best one. I love the music. I watched the Soviet Sherlock Holmes as a kid — it was the best. Then Cumberbatch is the modern take on it. It has a place. And then the American one is the worst. I mean, Americans should not touch Sherlock Holmes. It's too classic. They should do more surface-level stuff. Go do Avengers, go do Spider-Man.
I had an American classmate — I don't know how he got there, but he was in Sweden with us. We went to IB — International Baccalaureate. There we had an American guy. He was speaking about, "Oh, what would you rather — who do you think would win, Spider-Man or Superman?" All of these hypotheticals. Why are you speaking about superheroes? What is this? You Americans are fascinated with superheroes. Now, to be fair, that guy was maybe 15 years old. But still. Hollywood should do Superman. UK, you can do Sherlock Holmes. To each their own format according to the capability.
Comic book heroes are for 10-year-olds. I mean, it's still nice as like a toilet read. I need to buy some of these comic books for the toilet. But he was just on another level fascinated with comics. Superman — how Americans see themselves. Batman — how the rest of the world sees America. Maybe. But listen, we're apolitical. We're apolitical. Let's not get too much into politics. We're more towards the kumbaya side of life.
Back to the original question — UK. So UK was the original version of English, but now it's like the retro, niche one. Some of my classmates really wanted to be British. They wanted to speak British. It's like a retro subculture — you know, like some retro car. Everyone just wants whatever is the biggest US English. But then these retro guys want to be British. And I just try to survive. I have my own version, which is another subculture.
Jerry Springer — someone mentioned him. Let me see who this is. British-American broadcaster, television host. Best known for hosting a controversial tabloid talk show. Okay. Is it like drama and stuff like that? Yeah, tabloid is drama. Exactly. I have seen people use his name in crypto when things become a bit too much drama — "Oh, you don't want to speak about tech, you just want Jerry Springer drama." So I recognize it. I recognize it.
Someone in chat said they had a Cumberbatch chocolate statue at their shopping center. That's good. Yeah, I like Cumberbatch. But is he doing anything? Why don't I see any movies nowadays?
Anyway, guys — big stuff is happening. We're shipping the Wizard. We're shipping shipping shipping. The bottom is in. The next bull market is upon us. Mechanical rules, stay rich, get rich, understand where you are. Very important.