Ivan on Tech gives a bullish Bitcoin market update as BTC pushes toward $84,000
Solo presenter Ivan gives a live market commentary on Bitcoin's breakout, dismisses the "Bart pattern" fears, and covers altcoin trends across Solana, Ethereum, Zcash, Sui, Tron, and others.
Summary
Ivan on Tech presents a live stream market update as Bitcoin pushes to $84,000, arguing that the bull trend is now confirmed and that fears of a "Bart pattern" reversal were unfounded. He draws on his previous calls — including a risk-off signal in October, accumulation below the 200-week Moving Averages in July, and a rejection of the May pump as premature — to validate his current bullish stance. He covers a wide range of altcoins including Solana, Ethereum, Zcash, Sui, Tron, and Cardano, identifying bull trend flips and price targets for each. He also comments on the failure of the Clarity Act in the US Senate, Brian Armstrong's response to Wall Street Journal reporting, the new SEC chair's endorsement of self-custody (contrasted sharply with Gary Gensler's critical stance on crypto tokens and his comments about regulatory uncertainty), and Michael Saylor's continued Bitcoin purchases. Throughout, Ivan emphasises the dangers of holding without a system and advocates for mechanical, rules-based trading over emotional conviction.
Key Takeaways
FULL TRANSCRIPT
Bitcoin breaks out — bull trend confirmed, Bart pattern dismissed
Ivan: Bitcoin is lifting off. We have liftoff. We are right now at $84,000 and we're going higher. They told us there would be a Bart pattern. People were saying, "Ivan, be careful. There is a Bart pattern." I clearly told you there is no Bart. There is zero chance of Bart. I was very, very clear that we will not have any kind of Bart — and guess what? There is no Bart. Just like here, you remember on September 3rd I was telling you Bitcoin is pumping, Bart pattern, don't worry about the Bart pattern. There was someone famous who was telling you to be worried. We told you don't worry. It is time to be bullish. It's not time to be bearish. Time to be bearish was last October. Now it's time to be bullish, people.
I don't know how many people got shaken out with this Bart pattern fear. We told you, and yes indeed it is now pumping. We've been so correct. Literally insane. You remember October — since July we started to accumulate because we're below the 200-week Moving Averages. We avoided the fake pump in May. I told you it's premature bulljaculation. In July we start accumulating below the 200 Moving Averages. Now this pump happened, everyone said Bart, Bart, be careful, be careful, be careful. But we said don't be careful, be bullish, be bullish, bullish, bullish, bullish. And yes indeed it is now pumping higher and higher.
I fully agree with Fred Krueger now. In the bear market we disagreed with Fred. I love Fred, but we disagreed with him heavily. He was fully wrong in the bear — fully wrong, 100% wrong. I don't know if he exited in Q4, but now he's correct. He is correct and he's saying Bitcoin has turned the corner. This is not a dead cat bounce. It's not boring. It's the beginning of a new bull market. Yes. Indeed. I think so, because look at the chart, guys. We are in a new bull trend. Every time I tell you things that are correct, there's always some scared reaction or whatever. People are so emotional. So many emotional people in crypto — it's crazy. But bull trend is bull trend. You've got to respect the bull trend in all assets. We respect the bull trend. We flip bullish.
We did have a week of hesitation — a final, final shakeout to get the weak hands out. Then this weekly close that just happened about 12 hours ago really showed the strength here, because you see it engulfed — it fully engulfed the red candle. Meaning that we pumped so much that we fully eclipsed it. The green candle is bigger than the red candle. It's a big show of strength. This is the so-called engulfing candle. It's such a strong signal. Super strong signal. And now continuation to the upside, going higher, higher and higher.
Price targets and the road to 100K
Ivan: The next station for us is 100K. You remember the song — 100K, 100K. It's going to come back. And in bull mania, people are printing every day. I love coming to the sharing gains channel. Every day there is something here — ENA printing, printing, printing, near printing, printing, printing. You see four-year cyclers — I don't know what they're doing, but they're not printing. We're printing here daily. Mustang sharing a very nice long on Zcash. You have Marco with Venice — Venice, fantastic. You have Arctic — fantastic gains here and here and here and here.
Why holders are the most vulnerable group
Ivan: One of the groups I'm most fearful about is the holders, because people who are just thinking, "Oh, I'm just going to hold, I'm just going to hold" — well, guess what? You held last bull market also. You held all the way down to the bear. You see people repeat the same mistake because they don't understand the market. They think this time I'm going to do it correctly. Really? You're going to do it correctly without education, without proper education? You going to do it fully correct like the last five cycles you did fully correct?
Bitcoin chart analysis — engulfing candle and higher highs
Ivan: Look here. Bitcoin held support at 75K, bounced. ETH held 2.3K, bounced. Everyone was expecting some kind of all-time low for Bitcoin yet again. People said it's going to dump into October. It did not dump into October. Instead, we continue pumping. All of the four-year cyclers are sidelined because they wait for October. But sidelined is bullish, because it means that they will still buy. They will still buy.
A rate hike happened. No one cares. I told you not to care about the rate hike. Who told you? Only I told you not to care about the rate hike. If it goes up, I told you it doesn't matter. Why? Because you cannot replace experience. Some people they larp. I can tell instantly if someone has experience or not. I have lived through this whole Bitcoin chart — I have let it through my body. Not to get intimate in any way, but each and every candle here on this chart I've lived through it mentally, physiologically, in all different ways.
I remember very clearly what happened at the beginning of the last cycle when we went bullish and rates went up. I know it on a neurological level. I know it on a nervous system level what happened. I remember — my nervous system remembers all of it. I've been through all losses, gains. I have such experience. You cannot replicate it. Some larper comes in and says things about the market. Just larping, larping, larping, no idea what's going to happen. He read some TA, he draws you a triangle. I know on a neurological level what the chart is doing.
I knew on the neurological level that last bull market we went bull trend and rates went up and rates went up and rates went up and Bitcoin went up with the rates. Actually, when rates go up, Bitcoin also goes up. When rates go down — you remember here — rates went down, Bitcoin also went down. So at the end of the day, it's disconnected. Bitcoin has its own demand and supply. When demand and supply is such that there are many people who have Bitcoin — like for example here — there are only people who will sell, there's no one else to buy. And here it's vice versa. At the 200 Moving Averages, a year after the peak, there are only people who will buy Bitcoin. There's no one more to sell. When there's no one more to sell, that's it. That's it.
All in all, new bull trend. We went above this bulljaculation high — you remember in May, everyone told you it's bull market, it's bull market. I told you it's bulljaculation, we're going to go down. We went down. We created a new low, exactly as predicted. But now you see we went above it. It's such a nice signal of trend for Bitcoin. Not only are we in a bull trend, not only are all the Bart pattern believers in disbelief that their belief did not happen — but this is one of the key signals that you have a bull trend. You now make a higher high. You go from a high, then a lower high, then a lower high, and now for the first time we have a higher high.
The sideliners don't like it. They want another low. They ask Rob on Digital Asset News — they ask him, "Hey, please tell me a new low is in," because Ben Cowan is on vacation. I love Ben. Ben is amazing. I love Ben. But when Ben is on vacation, his followers are asking other people to tell them that a new low is coming because Ben is on vacation and they feel, "Man, I need the low." Their whole existence in this market depends on the low. I love Ben. I love Ben. But it's also true — I can love Ben and I can also conclude that his audience wants another low. It's true, man. It's true.
Someone had clarity. Ivan had clarity. Clarity Act did not happen, but Ivan's clarity did happen — about the fact that it's time to be bullish. Beautiful candle. I can tell it's a beautiful candle. It's very, very nice. Fantastic when you have an engulfing and continuation candle. Very, very good.
Altcoin roundup — Solana, ETH, BNB, ENA, Zcash
Ivan: Solana — the same thing. Bull trend. You're bullish, man. You're bullish. You're bullish in bull trend. We said here at $84 that we go from bear to bull. Bear to bull. Here we were bearish. Here we were bearish. We said maybe we're going to go to $30. As soon as bull trend happened, we're bullish. When you have a bull trend, it's bullish. So since here at $95, we're bullish. Now it is $115. Happy days — 20% pump in Solana. It's only the beginning. It's going to go to $300. If it continues like this, it's going to go to $300. Then it's going to go to $1,000. If it goes bearish trend, we're bearish. You don't have to put your identity into your opinion. We switch opinion if the trend changes.
We were the biggest Solana bears all the way here since Q4. The biggest bears. I mean, literally, I don't think there has been a bigger bear than I on Solana. No, there hasn't been. But also, there hasn't been a bigger bull than I. As soon as it went bull trend here at $95, I'm the biggest bull. For inexperienced people in the market, they want to be right. But I'm right if I just follow the trend. You don't have to — most people wreck their brain because they think that trading is like, you know, like you are with your kids or your wife or whatever, where you tell something and you stick by it. In markets you've got to switch fast, man. You've got to switch if the trend changes. Our goal is to capture the majority of the move, because no one knows what's going to happen. No one knows what's going to happen in the future. But with highest likelihood, using the mechanical rules, you should adapt. As soon as we saw bull trend, we adapt. We avoided this down from like $200-something all the way to $60. We avoided all of that. We enter here and then boop, happy days. Let's go to $1,000.
ETH — the same thing. Bull trend and continuation. Very, very nice. BNB — bull trend and continuation. Very, very nice. ENA — man, I love the ENA. Long on ENA. Very, very nice. Bull trend, up 37%. Oof. Very, very, very nice.
Zcash — all-time high after all-time high after all-time high after all-time high. Bull trend, fantastic. With the mechanical rules, with the way we trade, you have infinite upside and zero downside. As soon as something is bearish, you risk off. You don't touch something that's bearish. Then if it decides to continue, we continue. In Zcash, we continue here. It's up 77% since the recent bull flip. And before it had all kinds of bull flips. When it's bearish, risk off. We don't go to zero. We don't round trip. Many people round trip. We don't round trip. We love the money. If we have the money, we love it. We don't disrespect it.
The importance of not losing money — the S&P compounding principle
Ivan: Remember that your money gives birth to new money. If you put your money in the S&P — the most boring boomer stuff, just buying S&P — it doubles approximately every 10 years after inflation. Think about that. S&P doubles every 10 years after inflation. The overall goal is to accumulate, accumulate, compound, grow, but never have a big loss. If you have a big loss, a big drawdown, it's very bad, because just putting them in the funds, in S&P, will double every 10 years. So it's a very good return. If you have a nice initial capital, you need to build the snowball. Your goal is just to build the snowball, build the snowball, build it bigger, and at some point you could literally live off the return.
The stock market doubles approximately every 10 years. It may sound like not a lot in 10 years, and it's not a lot if you're just starting out. But if you have wealth already, doubling every 10 years after inflation is not bad, man. Because let's say it took you decades to create wealth, and now it just by itself doubles every 10 years after inflation. It's not bad. It's not like recreating it yourself in 10 years is possible for most people, but the stock market can basically double it every time. That's the beauty of not losing money.
More altcoins — Radium, Lighter, Sui, Tron
Ivan: Let's check Radium. Radium has been very good as a Solana play. Up and up and up and up. Bull trend, up 34%. Very nice.
Then Lighter. Oh, yo, yo — Lighter, 300% since the bull flip, and just continues and continues and continues and continues. Love Lighter. We love Lighter.
Sui — hopefully Sui now goes to bull trend, man. It's very close. Keep an eye on it. Keep an eye on it. If it goes bull trend, I'm bullish on Sui, because look here — Sui has been tragic. Many people's financial lives have been ruined here. There are stories on Reddit. You hoddle something like this, you believe in it. That's why I'm so afraid for the holders, guys. If your mindset is, "I'm just going to buy stuff and I'm just going to hoddle it," you are one step away from losing it all. Holders are the most vulnerable because they get sold fugazi after fugazi and they hoddle and they hoddle and lose everything. You need to have a strategy. Always have a strategy. If your strategy is literally, "Oh, I'm just going to buy random stuff, I'm going to hoddle it, it's going to be okay" — it's not going to be okay. I can promise you that.
With Sui — if it goes to a bullish trend, which is very close, just literally a few percent — if it closes bull trend, we have to be bullish. And especially when it has been down a lot, it's extra bullish. We've been ridiculing Sui a lot during the bear, and rightfully so. But if it goes bull trend after such a loss, and it's going to be the first trend since Q4 — the all-time high was all the way here in January 2025 — so it's the first time something bullish is really happening since January 2025. We have to be bullish because the run back can be quite quick.
If you hear me being bearish on one asset in the bear, whether it's Sui or Solana, as soon as it's bull trend — bullish, very bullish. So if it goes bullish, there is a good risk-reward in Sui. Sui can have some teleportation here. The first teleportation is going to be here — 30%. The second teleportation is going to be here, towards the 100% level, this previous support. And then to all-time high it is 400%. Very important. Keep it in mind. With Sui, we're going to probably be bullish soon. Maybe it can even be today that it goes bull trend, but we need to close the week. The week just started. A lot of things can happen within a week.
Tron — soon bull trend also. Keep an eye here. Such a strong chart. Tron is unbelievable in the bear market. I don't even know what the hell it did in the bear market. It barely dumped. Unbelievable. I love Tron. Now technically it isn't in bear trend, but you see the strength of it. Bitcoin peaked here in October, Tron dipped 30% and now it had another dip of — well, what happened here? It dropped 30%, then recovered to all-time high, then another 30%, then recovered to basically all-time high, and then it's just doing its own thing here with a lot of strength. That's the only thing I know.
Hats off. Hats off. Justin Sun. What the hell? Here's the trade idea for Tron: if Tron goes above this level here, $0.36, it's going to be a break of a multi-year resistance since 2024. Literally. And then Valhalla, bullish.
Someone says North Korea money is big. I don't know. We just look at the chart. Whether it's North Korea, someone is buying it up, and it can pump your portfolio. I'm not here to analyze who is buying. Is it Kim Jong-un? I don't know. If Tron is on Coinbase and Kraken, you can buy it from a US exchange. You don't care. You don't care.
Michael Saylor and MicroStrategy
Ivan: Michael Saylor is saying that he's going to be buying. I'm happy for Michael Saylor that he's buying at the low. He's not only selling at the lows — he's also buying at the lows, because as you know, he's been selling at the very lows. We said, you remember when Saylor sold at the very lows, we said he always sells at the bottom. Look at the last cycle. He sold at the bottom. He did it this time again.
Let's check MicroStrategy stock. MicroStrategy. Bullish. Bullish. Bullish. Bullish. It's bullish already since the 8th of September, plus 11%. Going to have another leg up. Very, very nice. We love it. Now it's bull market, guys. You remember in bear market — you see how much it dumped? In bear market we protected everyone against MicroStrategy. It dumped 75%. We said it's a house of cards, yada yada yada. But guys, it's bull market now. So now it's no longer a house of cards. It's concrete.
Now, personally, I'm still not going to touch MicroStrategy personally, because I can just trade with leverage myself. You can trade Bitcoin with leverage yourself. No need to have Wall Street trade it for you. You can just do leverage yourself.
Stock market, Iran, and macro outlook
Ivan: Stock market — let's see what's going to happen. Trump is saying that he's going to decide whether or not to take action on Iran. It's back and forth, bullish, bearish in the stocks. But you see all of the news come out, different news, but the market is in bull trend. So you have to worry about Iran just like — you know, we told you not to worry about the rate hike. I can tell you with highest likelihood it's going to go up because it's bull trend. You can see here it wants to go up.
S&P, NASDAQ — all bullish. All continues to the upside. No need to worry. MicroStrategy bullish.
Let's check STRK. Can STRK get above — STRK is very close to 100, meaning that very soon they can print new STRK, sell it, and use the money to buy Bitcoin. So the flywheel of STRK is back. That's good.
Zcash — bullish, bullish, bullish, all-time high after all-time high after all-time high after all-time high. Bull trend, fantastic.
US-China trade talks and the Clarity Act failure
Ivan: US and China officially begin trade talks in New York ahead of President Xi Jinping's visit. Very, very good. Hopefully some bullish news for stocks with some kind of deal — that would be very nice. But the stock market is bullish anyway.
The Clarity Act failed. Senate Democrats voted no. They wanted exchanges to be forced to delist any digital assets whose issuer breaks disclosure rules. The Clarity Act required it. Senate Democrats still voted no. These guys — we're apolitical, we're apolitical — but they don't know what they want. We give you everything. We give you everything you wanted. And still you're not happy. Still you're not — why are you toxic? Still toxic. There is no way to make a deal with these guys. They don't like crypto. They think that Trump is going to benefit from it. I can understand them to some extent. So yeah, let's see what's going to happen.
Gary Gensler on self-custody
Ivan: Let's see what Gensler is saying. The SEC just openly accused the Trump administration of killing the Bitcoin Clarity Act. He's saying there's an ethics issue out of the White House, a very significant one. The president reported all those earnings, and the commercial banks — Jamie Dimon leading the charge — saying, "Listen, you might also undermine banking in America." And there were a lot of other issues, and they didn't have the consensus. The administration chose not to give the concessions as well.
The issue, longer term for the industry, is that we don't have a true rules of the road. We'll have maybe some rules of the road created by the SEC and the CFTC for the next two years, and then who knows what happens in 2028.
Gensler is also saying: these thousands of tokens — what's their value proposition? Put aside the so-called stablecoins that are really money instruments — like tokenized money markets or something. Put aside maybe Bitcoin. The rest of the crowd, these thousands of tokens, what's their value proposition? What's their use case? And that's going to sort itself out. But a lot of investors should understand there's a lot of risk and there are probably going to be a lot of losses.
Or gains. It can be gains also. Just to be clear — in bull market there are gains. In bull market, crypto has gains. In bear market, crypto has losses, just like the stock market.
Look here — governments say crypto is a scam and is very risky. Meanwhile their fiat currencies: Turkish lira, Argentine peso, Lebanese pound, Pakistani rupee, Indian rupee, Japanese yen, Nigerian naira, Nepalese rupee. Okay, okay. He's correct that in bear market there are going to be heavy losses. He forgot to add that if you are in Bullmania, you're protected.
Now look here — this is the head of the new SEC and he is promoting self-custody. Listen to this:
New SEC Chair: "Another core feature of blockchain technology is the ability of individuals to have self-custody of crypto assets in a personal digital wallet. The right to have self-custody of one's private property is a foundational American value that should not disappear when one logs onto the internet. I'm in favor of affording greater flexibility to market participants to self-custody crypto assets, especially where intermediation imposes unnecessary transaction costs or restricts the ability to engage in staking and other on-chain activities."
Ivan: Self-custody — very, very nice. Very, very nice. So yeah, that's great. Big difference between Gensler and this guy.
Hyperliquid, PURR, and treasury companies
Ivan: There is some interesting aspect here with PURR. PURR is like the ETF for Hyperliquid. Tracking PURR volume has become one of the clearest signals for where HYPE may be heading in the short term. The PURR-HYPE relationship is real. It's a record day for PURR.
Let me check PURR. It's a digital asset — okay, it's like MicroStrategy but for Hyperliquid. You have 21 Shares and so on and so forth. But in terms of the extra pump, there is a relationship between this treasury company and the asset. The more the treasury companies can raise, the more demand for their stock, the more HYPE they can buy. It has a bit of a similar ponzinomic as MicroStrategy, but in bull market we love it. We'll have it in bull market.
Brian Armstrong and the Wall Street Journal
Ivan: Mainstream media attacking crypto yet again. Brian Armstrong — big shout out to Brian Armstrong — he is coming out and saying that the Wall Street Journal is working on a story blaming Coinbase and him personally for the Clarity Act not passing. The Wall Street Journal has repeatedly been hostile to clarity in its reporting, regurgitating bank lobby talking points, while he's spent years pushing for crypto legislation. But that's not stopping them from trying to reverse the blame.
The boring TLDR: in January, he opposed a draft of the bill going into a committee vote because it needed a lot of work on DeFi organization, CFTC authority, staking rewards. At the time, the bill had major issues that would have harmed crypto. Support was fractured and it wasn't passable. They worked with a number of parties who improved the bill and made it passable. All four of the items he called out were fixed. So the final draft that went to the Senate was great and he strongly supported it.
The mainstream media — I don't know if they can recover, guys. My trust is lost in it forever. With everything that has happened since 2019, 2020. Did they tell you to be bullish in July? No. Did they teach you? No. So why watch them? Why watch them?
Bare market PTSD and the psychology of missing the bull
Ivan: Someone is saying something very interesting here — people are suffering from bear market PTSD. They cannot envision previous all-time highs, let alone the wealth creation that comes with bull markets where we break ceilings established for years past. If you're betting on crypto growing as an industry over the next few years, you're not going to get a much better opportunity than right now to deploy capital. The issue is that most people thought the entire industry was dead forever. A few months ago, people were genuinely writing long posts stating how we would never get another bull.
This is the problem, guys. When you are a laggard, you're a laggard. You don't risk off in October. You lose money. You lose money. You lose money. Then you understand — maybe in June, July, you understand that holy crap, maybe it is bear market. You sell. And Ivan says buy. This is the big problem with trying on your own without a system.
Imagine being the person that did not risk off in time, held, lost, lost, lost, and finally thought, "Okay, let me accept the reality. Let me accept the truth. Let me sell." And bull market is back. We laugh, but it's what happens to everyone who thinks they can just hoddle.
Hoddle sucks. Larsson said it. He put it very, very nicely. Without a system, hoddle is — and then the worst is when people say, "No, I'm hodddling," as if it's something good. "I'm at a big loss but no, I'm hodddling because I have conviction," as if it's positive. There's nothing positive about conviction when you are at a big loss and you just lost your family's money. Your wife told you to go get a real job. You said, "No, I'm going to trade." Okay, it went down, man. Risk management system, exit, entry, take profit, stop-loss — so, so, so important.
Q&A — Polygon burn, Crypto Capo, mechanical rules, energy prices
Ivan: Let's go to Q&A. Someone asking about Polygon. Can Polygon come back? Yeah, it's bull trend, but it's a bit deflated. Let's see if it can inflate. Technically bull trend, Polygon, but deflated.
With the burn — don't worry about the burn too much. For you to understand the burn and the tokenomics of the burn, you need to study it carefully. Sometimes you have a coin — I'm not saying this is what happened here, but I see it sometimes — you have a coin, you have already a bunch of coins that are illiquid, frozen, untouched anyway, and then the team says, "We burn a billion." Yeah, they just burned the coins that weren't even active anyway. I'm not saying it's what's happening here, but in the narrative you need to understand what's happening. They say they burn. Okay, what did they burn? Did they buy back and burn? That's good. It's like Hyperliquid and other DeFi apps — Hyperliquid, Pump.fun — they buy and burn. They buy and burn successfully. And they have coins that go up a lot. Buy and burn is good. If you just burn stuff that wasn't even circulating, literally there's no change to supply and demand in the market. For supply and demand in the market to change, you need buy and burn.
Crypto Capo says it's a bull trap. I don't know what to say. I don't know his strategy. I tell you our strategy — with the trends, with being bullish in bull. You know my strategy. That's why I'm so humble. These guys that just do random things, they say random things. They're unhumbled because it's like they claim to know, they claim that they have some kind of market understanding that no one else has. But no one knows what's going to happen. No one knows what's going to happen in the future. You need a strategy. You need rules. And it's very liberating to know that you actually don't need to know what's going to happen. You just need a good strategy and good rules. Mechanical rules.
Because that's how we were able to de-risk in October. Call the bluff on all of the pumps. People said bull market is back here. Back in December, people said bull market is back here. Back in May, we said no, no, no, it's going to dump. It's going to dump. And here in July, we said it's time to accumulate. And then when it went bull trend, we said it's time to go heavy. How can I do it? Because with highest probability, I can tell you things. And this is a lifelong skill. If you learn the mechanical rules, it's a lifelong skill you can apply on any market, any asset, any ticker, any chart. You look through all of the fugazi.
The person that doesn't know anything — he watches Ivan, Ivan tells you correct, then he goes and watches like ten other YouTubers. Very bad. It's very bad for your own understanding of the market. You can still watch other takes, but if you're not successful, you're just going to mess up your brain. Your brain is going to be a mixer. It's going to mix up and you're going to do a bit of this, a bit of that. That's why in Bullmania you learn yourself — you get an understanding of the market yourself so you can call out the BS. Some people are still fun to watch just for entertainment. Sometimes they have good interviews. It's still interesting to be in crypto. But if you know yourself fundamentally, deep down you have your own foundation of how the market works, of how to be bullish, how to be bearish, what to listen to, what not to listen to — it's so liberating. Because then you enter a trade, you don't worry whether you're correct or not, because you have risk management, you have stop-loss. With highest likelihood it's going to be amazing.
Do you think NJ price will impact crypto macro? Again, it's possible. It's unlikely. I don't think it's likely it's going to affect crypto. I don't think it's likely it's going to affect the stock market either, because all of them are in bull trends. I don't even care about the energy price when the NASDAQ literally wants to go to a new high. Without mechanical rules, you care so much about what's going to happen with energy. Who the hell cares? If it goes bear trend, you become bearish. That's it. And there is obviously a science to this — how to deploy, how to know. But NASDAQ clearly does not care. And you know who trades NASDAQ? All of Wall Street trades NASDAQ. So maybe they know a bit more than your YouTuber who told you to be worried about energy.
With energy today it's a concern, tomorrow Trump fixes it, then it's a concern again. If it's a problem, we're going to notice it. It's not like NASDAQ will go to zero and we're not going to notice it. It's going to go bear trend here, but we're going to notice it. Don't worry. From here to bear trend in NASDAQ it's 5%. You're going to notice it. You're not going to lose your family net worth. You're going to notice it. But here's the problem — if you become fearful now because of energy, you sell, and it starts pumping, and then you chase it. Without clarity, imagine trading a chart like this without clarity. How are you going to trade it? I don't know how you're going to trade. Most people just look like this — okay, support, resistance. Oh, this guy said it's going to dump because of energy. Maybe it would. Without a compass, you're lost. You're lost without a compass.
SPX, Prism, AI agents and crypto
Ivan: Let's see SPX. SPX — it's bull trend. A bit below the flip, but yeah, likely going to do okay because it's bull trend. It's coming back slowly but surely.
Someone says Prism. So Prism — when we called it, I think it's up like 5x since we called it, with a very, very active community. I will take credit for it. I will take credit for it.
Ivan, what's your opinion on crypto being for AI agents, not humans? Yeah, probably correct. Probably correct. I mean, it's for everyone. It's for human. It's for AI. Why exclude humans? It's for human also. It's for human. It's for AI. It's for everyone. AI can use crypto. They cannot use PayPal. They cannot do KYC in PayPal. But they can programmatically use crypto. Correct.
X sues Bitcoin influencer over engagement fraud
Ivan: Look here — I just saw it on Twitter. X has sued operators behind "Vivek for Real," a network of Bitcoin and crypto accounts that manipulated and stole $200,000 from creator rewards. Interesting. X claims that accounts repeatedly liked, reposted, and shared with one another, published identical and near-identical content, and used a web of financial accounts to conceal their connections. The company alleges Bitcoin Cyps — yeah, there you go, guys. Don't engagement farm with Elon. He doesn't like that.
Logan Paul and Jake Paul visit the Pentagon
Ivan: Let me share this about Jake Paul and what's happening. Logan Paul and Jake Paul went to the Pentagon to meet — getting a tour of the Pentagon. What a cool experience. We see all the men and women here who are serving this great nation.
Interesting. Department of War. Imagine showing this image to someone in 2017 when they were just influencers. I mean, they still are, but they're also connected to Trump. I think Scott Bessant is smart. Scott Bessant is using them to sell the treasury. That's smart. That's smart. I think Scott Bessant discovered that you can use influencer marketing for selling treasuries, because no one wants to buy treasuries. And yeah.
Cardano and Charles Hoskinson's explanation for ADA's underperformance
Ivan: Oh, I'm so sorry for ADA. Is it bull trend? It's not bull trend. But Charles has an explanation. Charles has an explanation. He says it's because he's honest. That's why it doesn't pump. He's simply too honest.
Charles Hoskinson: "The other 18,000 blockchain projects — it is. And there are some who've managed to get the price up through corruption, lying, cheating, and stealing. There's some where they've manipulated some things. There's some they pumped it up 2,100%. They got all their friends together and said, 'This is the next big narrative,' and they push and push and push, and the retail go to the pig slop and buy it till they get dumped on by the other 18,000 blockchain projects."
Ivan: Okay. Okay. This is the cope. This is the highest quality graded cope. I love this. I love this. What's happening? You should be in bull trend now. Oh, it is bull market, but our dear ADA — where is ADA? No one has seen ADA.
Okay, it's coming back. That's good. I mean, you see Charles has fundamentals just by being Charles. There is something to him. I love Charles in bull, guys. Soon ADA is bull trend. Okay, ADA in bull trend is the first time since October, and it would be a nice 100% pump to return to that. Hopefully it can go there.
I love this cope. Everyone is just too dishonest and I'm honest. That's why we don't pump. Of course, man. How didn't I think about that? Of course, it's because everyone is not honest but Cardano is honest. Yeah. Yeah. Yeah. That's why. Got it. Got it. Got it.
Alexop and final altcoin checks
Ivan: Alexop — new trend. New bull trend. Correct. It just flipped bullish now, like today. So now we look forward to a nice voyage. Voyage, 100%. Let's see if we can get that.
Let's see what's happening with NOSANA. Where is it? Piss — where's PISS? If it closes like this this week, bullish, bullish, bullish, bullish. Unconfirmed bull trend, guys. Unconfirmed bull trend. If it closes like this, bullish.
Pango — can Pango come back? Yeah, it's bull trend, but it's a bit deflated. Let's see if it can inflate. Technically bull trend, Pango, but deflated.
Closing thoughts — strategy, risk management, and the bull market ahead
Ivan: All in all, guys — it's just green everywhere, everywhere, everywhere. Fantastic. Never forget October 8th when we risked off, then July when we started to buy back. The best execution, humblest execution, because we always have risk management. I tell guys — I mean, we don't know what's going to happen in the market, but we have a strategy that positions us in such a way that with highest likelihood it's going to be very good, very profitable. With highest likelihood. But if it goes against us, stop-loss, risk management, yada yada yada. Most realistic, most humble, most precise analysis.