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BITCOIN: STARTING NOW!!!! | Ivan on Tech Transcript

Polished transcript · Ivan on Tech · 18 Sept 2026 · @maverick

Ivan on Tech gives a bullish Bitcoin and altcoin market update for the week

Solo presenter Ivan gives a live market commentary on Bitcoin's recovery above $78K, altcoin momentum, and broader crypto industry news.

Summary

Ivan, the host of the Ivan on Tech channel, delivers a solo live stream arguing that Bitcoin and the broader crypto market are in the early stages of a new bull trend, drawing a detailed comparison to the 2023 bull market structure. He contends that all dips should be bought and that the probability of further downside is low. Ivan highlights significant altcoin moves — including Uniswap up 29% and NEAR up 29% — and connects Uniswap's pump to an SEC announcement granting a temporary conditional exemption allowing tokenized US stocks to be traded on-chain via permissioned AMM liquidity pools. He also covers ECB President Christine Lagarde's reported intervention to block Binance from obtaining an EU-wide license, S&P Global's acquisition of OpenZeppelin, and the emergence of fully on-chain banking infrastructure. A segment on humanoid robotics from Figure AI rounds out the broader investment landscape discussion. The episode closes with an extended Q&A covering viewer questions on coins including Drift Protocol, NEAR, Radium, Jupiter, Litecoin, Astar, Dash, Meta, and MicroStrategy, with Ivan consistently directing viewers toward coins in confirmed bull trends and away from cheap-looking but weak charts.

Key Takeaways

  • Bitcoin's bull trend mirrors 2023 structurally. Ivan argues the current weekly chart pattern — bull trend flip, followed by a rate move, followed by sideways consolidation — is nearly identical to early 2023, which preceded a move from $22K to $28K in a single week. He believes a similar large engulfing candle could take Bitcoin from $80K to $90K and beyond.
  • The SEC's tokenized stock exemption is a significant catalyst. The SEC approved a temporary five-year conditional exemption allowing tokenized US stocks to be traded on-chain via permissioned AMM liquidity pools. Ivan sees this as directly bullish for Uniswap, which he says could become central infrastructure if US stocks migrate on-chain.
  • S&P Global acquired OpenZeppelin, signaling institutional intent to tokenize assets. OpenZeppelin's open-source smart contracts underpin an estimated $37 trillion in value transfer across the EVM ecosystem. Ivan reads the acquisition primarily as a talent hire — S&P Global acquiring the expertise needed to build and audit tokenized stock contracts.
  • Christine Lagarde reportedly personally blocked Binance's EU-wide license. Despite Greek regulators telling Binance its application was complete, the ECB president is reported to have intervened to derail the approval. Ivan argues this illustrates a structural problem in EU governance — that unlike the US, European citizens have no direct mechanism to change unelected EU leadership.
  • Hyperliquid's high PE ratio should not be read as a sell signal in a bull trend. A guest clip discusses how a PE of 20 is not cheap for a crypto trading product with zero switching costs and constant competitive threats. Ivan's takeaway is the opposite of bearish — he frames the high valuation as evidence of how much the market values crypto-native products, and says bull trend overrides valuation concerns.
  • Robotics is emerging as the next investment theme after crypto. Figure AI's Helix 2.5 robot demonstrated autonomous household tasks in unseen environments. Ivan flags robotics as a sector to watch for capital deployment after the current crypto bull cycle, noting that economic value from AI will increasingly come from physical automation rather than chips alone.
  • Altcoin season is beginning, but selectively. Coins in confirmed bull trends — Uniswap, NEAR, Radium, Zcash, Hyperliquid — are outperforming strongly. Ivan repeatedly warns against buying coins that look cheap on a chart (such as ADA or older Solana ecosystem tokens) versus buying coins that are showing confirmed strength and new bull trends.
  • FULL TRANSCRIPT

    Bitcoin's Recovery and the 2023 Bull Market Comparison

    Ivan: Guys, welcome to another episode. Right now, Bitcoin is back above $78K. We're coming back. And just like we told you, all dips are for buying. We have been bullish all along. We had clarity. The Clarity Act failed, but Ivan Clarity never failed. Ivan said clearly, it is bullish. It's not time to be bearish. It's time to be bullish. We've been saying that all along.

    What's interesting is the striking resemblance of this start of the bull market to the one in 2023. Things are becoming a bit scary, a bit creepy, because look — we went into bull trend at the end of August, at the beginning of September. The first week of September closed green. Then this second week of September, last week, we did see some volatility. This week we're up. And as you can see, the rate move happened right after the bull flip.

    If you go back to 2023, it's the same. The bull flip, and then the rate move in the weeks after the bull flip, and then a bit of sideways, and then — bam — a big fat engulfing candle that took us from $22K to $28K for Bitcoin in just a single week. And the rest is history, because then we just continued up and up and up and up.

    So I think now we're just waiting for this big fat engulfing candle that can take us from, let's say, $80K all the way to $90K, and then it's $100K, and then the four-year cyclers are back in October and you have all of the bullishness. Everyone who is on the sidelines who's been waiting for a lower low — maybe we're going to go a bit lower, they're hoping. Many, many people are hoping for that. I do see someone wrote on Digital Asset News — big shout out to Rob — on one of the recent videos, someone wrote: "Now that Ben Cowen is on vacation, please tell me it's not the bottom. Please tell me it's not." Big shout out to Ben Cowen. He has a lot of people following him that really need another bottom. They really need another bottom. They don't have Ivan Clarity, but they really, really desperately need it.

    I love Ben. But just from my observation, I did see a lot of people telling Rob, "Hey, now that Ben is away, I need someone to still tell me it's going to be okay. Maybe it's going to be a bit lower." Don't worry. I wouldn't bet on us going lower, guys. I wouldn't bet on that at all. In fact, with high likelihood, we have more upside than downside. Of course, anything is possible — it's markets. No one knows for sure. I don't know the future, but based on probabilities, we position ourselves so nicely all the time.

    Here in Q4, we said it's time to sell in October. Here in July, when we went below the 200-week Moving Average, we said it's time to accumulate. And now that we are in bull trend, the big juicy story starts of this bull market, because we're still in the warm-up period. I want to tell everyone — we're still in the warm-up period for this bull market. The real bull market has barely started.

    Altcoin Moves and Current Performance

    And yet you do see nice moves today in altcoins. Uniswap is up 29%. NEAR is up 29% during the last 24 hours. Arbitrum is up 27%. You have EOS up 16%. Worldcoin up 16%. Arweave up 15%. And people in Bullmania are printing. They are printing. Jason is covering all of these altcoin moves in real time before they happen in the daily market analysis in Bullmania DMA.

    We're eating right now. Arctic — fantastic — 292% on NEAR. You have Marco — fantastic — NEAR, Zcash, all of these coins are from Jason's calls because he's so good at finding the gems that go bullish, and then bam bam bam bam bam, big fat Valhalla. Very, very nice. You have Stealth Capital having a nice 100% gain in Hyperliquid. Marco, another one — fantastic with CAKE. You have Zcash from Arctic again. You have Stealth Capital, another one with HYPE. Fantastic. Canada Chill — Zcash 88%. And this is all just during the last 24 hours. Fantastic performance. And listen, it's only the beginning. Only the beginning.

    Now it's time to pay attention to altcoins more and more, guys, because a lot of them are going bull trend. If we look, for example, at Uniswap — Uniswap went bull trend, and what happens when you go bull trend? You go very, very fast up. It's up 114% since the bull trend. Fantastic. Sometimes you go bull trend, you have a bit of a down — for example, it went bull trend and you know, a few candles down, okay, no problem, still bull trend — and then bum bum bum bum bum, higher higher higher higher. Exactly like we like it. This is the kind of chart we like: goes bull trend and then boop, mechanical rules applied, profit captured. And you have a portion just rising until the end, until how high we go. Let's go to $100 for Uniswap.

    Another one which is a new bull trend is NEAR. Entered bull trend and bam bam bam bam bam. 40% since the flip. Fantastic. This is exactly how we like it — go bull trend and bam bam bam. Very, very nicely. We avoid the downside. As soon as something goes down, we're out. And then as soon as it goes bull trend, we're in, and then instant, instant, instant reward. That's exactly how we like it.

    SEC Approves Tokenized Stock Trading On-Chain

    Looking at the current situation, altcoins are up very, very nicely. It's only the beginning. A lot of them haven't even gone to any meaningful highs. If you look, for example, at Uniswap — it's nice that it's pumping, but the potential is so much bigger. Just to get back to the highs from 2021, it's still like a 5x. So if we actually see the US fully embrace DeFi, fully embrace innovation — which they are doing under the current administration — Uniswap is going to be at the core of that move.

    The reason why they pump today is, number one, they're in bull trend, but number two, you also have this catalyst where the SEC is coming out and basically saying that they have an exception on innovation. So if you do something with, let's say, tokenized stocks in the US, you're allowed to do it. The commission approved a temporary conditional exemption to allow limited trading of tokenized stocks on certain on-chain venues. And Uniswap is part of that, and they're pumping. It's up 26% following the SEC's temporary approval of on-chain stock trading through a permissioned AMM liquidity pool.

    If all the stocks can now be traded on-chain — and this is Uniswap — fantastic. Now, guys, you see in a bear market this news would not pump us. The reason why news like this pumps us is because we are in a bull trend. I want to make it very clear. Bad news does not dump us now because we are in a bull trend. You have the Clarity Act failing — Bitcoin doesn't care. Interest rates up — Bitcoin does not care. But the smallest thing that is bullish, for example now that maybe you can trade stocks on Uniswap — okay, it's good news, but okay, which stocks? How many years is it going to take? God knows when. But no one cares, because it is the bull market and we pump anyway. The details of when exactly stocks are going to be this and that — it's all secondary. The primary is that it is bull trend, and every single excuse to be bullish is used. We pump based on anything. The traders are willing to push the beautiful green buy button for the smallest reason.

    We don't need big reasons now to buy, guys. We don't need big reasons to buy, and there are no reasons to sell. If something is bearish, there's no reason to sell because no one has any coins anyway. Everyone is on the sidelines. They're cycling — four-year cycle. They're waiting for October or something. They're not here. They're sidelined. They want another low. They're begging Ben. I love Ben, but they're begging Ben to tell them, "Please tell me it's not the low. Please, please, please. I need to hear. Please tell me there's going to be a lower low in October." They're going to be waiting. They're going to be waiting a long time. Meanwhile, we do have the train leaving the station very, very nicely.

    Let's listen to this discussion about the SEC news:

    Guest: "Huge, man. I mean, the issue that we've currently had, or have currently, with tokenized stocks is they were not designated for US users or designated for people in other countries. And the SEC today just announced that there is going to be an innovation exemption for these stocks and how they can be used on-chain. I think you can kind of see just generally that the regulatory environment is changing."

    Ivan: Changing for the better. Uniswap can now soon be able to trade all kinds of stocks. And hopefully now it's going to be real stocks — not just tokenized IOUs from an intermediary, but actual real stocks. That's the big question still, how it's going to be. But yeah, the smallest thing — if the SEC says anything good about the industry, Valhalla. Now we're in such a — you don't want to be too cute, guys. Don't try to analyze, "Maybe we're going to go a bit lower." No, no. Be bullish. Be bullish. Be bullish. Time to be bearish was October 2025 when Ivan was bearish. Ivan is now bullish, bullish, bullish.

    On-Chain Banking Infrastructure and Solana

    There's also news about Column, a nationally chartered bank built and run as a software company. This guy has a bank and he's now fully regulated and fully on-chain. Let's listen:

    Guest: "Our product is helping you rapidly build and iterate new financial products using the most advanced technical infrastructure. We've been building and running this new financial operating system at scale for years, powering the most advanced financial companies in the world. We are one of the largest movers of Fedwire. Today, we're releasing four new products that complete our foundation. Our largest customers are already doing billions in volume using Column's stablecoin infrastructure. We built our own issuer processor from scratch, now built for many other currencies."

    Ivan: So these guys are basically a bank fully on-chain. They have stablecoins, they have all kinds of stuff, and they are doing a lot on Solana. Solana — they love them. So let's see if we can get more and more stablecoin adoption and banking services on-chain on Solana. Very, very important. Solana going to $200 — where is Harsh in the comment section? Harsh is begging for Solana to come back to $200. I think there's a good chance it's going to go to $200, $300, $400. Let's see. As long as we are bull trend, very, very plausible. If it goes bear trend before that, we're out.

    Morpho, OpenZeppelin, and Institutional Adoption

    Morpho — the first billion-dollar protocol on Robinhood's chain is Morpho. Morpho has been doing fantastically well in terms of usage and adoption. We've been saying that Morpho is very, very nice also in terms of the chart. It's up 47% since February. Fantastic. One of the core DeFi protocols with real adoption. For me, when I saw that Kraken's main staking is done on Morpho, that really opened my eyes, because there are many DeFi protocols and you never know — is it real, is it Ponzinomic, what's happening? But when I saw that actual big exchanges are using them, like Kraken — this was already like a year ago or something — that really opened my eyes.

    Next, in terms of suits adopting crypto — S&P 500 bought OpenZeppelin. This one is very interesting because OpenZeppelin is a collection of open-source smart contracts that are used by all Ethereum projects, whether it's ERC20 or anything else. All of the open-source smart contracts used in the EVM ecosystem are done by OpenZeppelin. Now S&P Global is buying them. That's interesting. Why would they buy something like this? I would imagine it's because of the talent — they want someone who is the best at doing smart contracts, and these guys are going to go heavy into tokenizing stocks. That's my guess.

    The transaction complements S&P Global's risk assessment and ecosystem development of digital asset markets. Founded in 2015, OpenZeppelin combines leading on-chain security assessment and secure development services. Their contracts underpin $37 trillion in value transfer. Now the problem for OpenZeppelin is that they have no monetization of this because they just do open source. But S&P Global's digital asset strategy centers on bringing trusted data, benchmarks, and transparent risk assessment to markets as they move on-chain.

    I think this is mainly an acqui-hire. You hire the people who can do secure contracts, and they're the best in the world because it's OpenZeppelin. My read on the situation is that the SEC comes out, they say you can now do tokenized stocks, but someone has to code all of that. Someone has to code the tokenized stock. And who is the best at that? It is OpenZeppelin.

    Christine Lagarde Blocks Binance's EU License

    You now have Christine Lagarde personally stopping Binance in the EU. The ECB president reportedly intervened to block Binance from securing an EU-wide license. If you are in the EU, you know that you cannot use Binance — they don't have a license. European Central Bank President Lagarde reportedly intervened to shut out the world's largest spot crypto exchange from obtaining a Europe-wide crypto license applied through Greece, despite Greek officials telling Binance its application was complete.

    I remember that Binance got basically approved in Greece, then everything got rugpulled very, very quickly. They had to go somewhere else and figure out something else. Binance had already prepared a major milestone announcement, with CEO Richard Teng planning to travel to Athens for a photo with the Greek prime minister, before the plan was ultimately derailed. The Greeks basically said, "Hey, we're not in control here. The ECB is controlling us. We cannot help you, dear Binance."

    There needs to be a change in leadership in the EU overall. The same people — how long are we going to see the same faces? It's bad for innovation. Say what you want about the US — Europeans love saying, "Oh, look, they have Trump, they're dumb." But say what you want about the US, things change there. A few years ago, you had Gary Gensler. He hated crypto. Now you have the SEC doing tokenized on-chain stocks, all kinds of stuff. Every week almost there's an announcement from the SEC.

    The thing is, no one knows in Europe how to even change the EU. No one knows, because no one votes on von der Leyen or Lagarde. In the US, the plebe comes and writes "Donald Trump" — he can say "I love Donald Trump, let's get Trump in." Europeans don't decide who runs the EU. Big issue. Big issue.

    I don't know how it's going to resolve. I think the only way it's going to resolve is that Europe is going to be left behind, everyone moves ahead, and then Europe is poor. And maybe when Europe is poor, rock bottom, then they do something. Let me not get too political. Let me take some coffee.

    Hyperliquid Valuation Discussion

    There is an argument to be made about the Hyperliquid chart being overvalued. Personally, I don't like working in markets based on PE ratio or anything like that, because things can pump a lot even though the PE is high. But potentially, based on traditional valuations, it's a bit overvalued. When you hear this discussion, I love this guy Guido, by the way — when he says that Hyperliquid is very highly valued, don't see it as bearish. See it more as: in crypto we have these products and the world loves them and values them highly. At some point maybe it comes down, but not as long as it is bull trend. Listen to this:

    Guest: "A PE of 20 for Hyperliquid is cheap."

    Second guest: "Yeah, it's not cheap at all. A PE of 20 is probably more than 20 now, but a PE of 20 is not cheap for a product that is always under competitive threats. Every trading product — any trading product with liquidity — there's no switching cost to liquidity. What does a PE of 20 really mean? If you believe that a PE of 20 is fair, what you're really saying is that the earnings over the next 20 years discounted equals today's price. But which crypto product, which trading product, financial product has durable earnings over 20 years?"

    Guest: "None of them. They're always under competitive threats, always under new newcomers. I think a PE of five is fair."

    Second guest: "Even five years is high. If you see what's happening in the on-chain world, you could see one product instantly get success and the other product instantly go to zero. These on-chain games — a PE of 0.5 is fair. Meaning it's durable for a few months. You have to be extremely careful because these products — users have no loyalty to the platforms. No loyalty. They'll go wherever the incentives are. The switching cost is basically zero."

    Ivan: So all in all, in crypto we have high valuations for something like Hyperliquid. This is where a lot of people are going to get confused. They're going to sell Hyperliquid and buy ADA because ADA looks cheap. Don't do it. Don't do it. This is more of a comment that crypto products are so new, so innovative, that the market values them a lot. It's not cheap, but it still goes up. It still goes up. Until there is a change in trend, don't get shaken out of your position because it's expensive based on traditional PE metrics.

    In crypto, we don't really work with PE a lot. But yes, if you think about it, it's a bit overvalued if you look at PE. But look at Tesla's PE. Look at all of the tech company PEs. All of them are overvalued because God knows how it's going to be in the future. People are excited, there's a bull trend, and bull trend is bullish. That's it basically.

    If anything, you can use it as inspiration — for example, to create a company in crypto, because you see how big the PE is. Even if you have a bit of revenue in your protocol, the market is likely to value it very highly. See it more like that. Or as an investor, if you find a new coin, you see the PE, you see how big Hyperliquid is, and you compare. Another example which is similarly bullish is Lighter, which also has insane, insane growth per DEX. When you have Hyperliquid and Lighter growing like this, you see the correlation in how they're viewed and valued by the market. So in case you see something else doing something similar, you see the potential of the PE. As long as it's bull trend, don't worry too much. It's going to be bullish. Don't overanalyze.

    Robotics: Figure AI's Helix 2.5

    Now, there is a bit of news in robotics. In Bullmania, we had such a nice jump from crypto to AI during the bear market. We're now eyeing other industries also. We've been doing great in cybersecurity just in the last few months and weeks. But listen to this — this guy is announcing his robot. Let's see what this is.

    Figure AI presenter: "The holy grail for robotics is being able to generalize. This means doing work in unseen places. Today we're releasing Helix 2.5. Let me be clear — this is the most important project we've ever taken on at Figure. To deploy robots at scale, we need to deliver a robot to your home and it has to work right out of the box. Prior to this, we've been running Helix autonomously, but the data collected has been in each environment. The breakthrough is we can generalize to environments we've never seen before and handle entirely new household objects wherever they happen to be placed.

    Today, we're going to show you three tasks run by Helix 2.5 in an entirely new house. The first task is Figure 3 tidying the living room. My kids are constantly making a mess at home. I have toys scattered everywhere. This is a home the robot's never been in before. The robot's never seen any of these objects. We've made no changes to the training. The robot will go off and basically clean the entire living room.

    My dream is to never have to make my bed again. In order to do that, we have to be able to deploy to any home. Figure 3 has never been in this room before. It's never seen this bed, it's never seen this pillow, and it has to be able to do autonomous work fully end to end to make this bed.

    This one's important — doing laundry is the worst. At my house, we're doing laundry every single day. This task is really difficult."

    Ivan: Anyway, there are all kinds of tasks. But the conclusion here, guys, is: keep an eye on robotics. In Bullmania, we're going to be speaking a lot about how to deploy capital into robotics. This could potentially be the next thing for massive gains. You have crypto being the next thing now, but let's see — maybe this is after crypto. There are not too many things to buy yet in robotics, not like an industry you can just go and buy all kinds of stuff in, but there are some things we're going to be discussing. As time passes, there's going to be more and more.

    Keep an eye, because the AI revolution will happen in stages. We've had the chips — Nvidia, all of that. That's great. But in terms of economic value, this kind of stuff where the robot does your thing — if they can just work on the form factor a bit — I mean, fixing the form factor, even I can do it. The hard thing is to make the thing intelligent and make it do things. The form factor I can fix. Don't worry.

    Q&A Session

    Ivan: Let's go to Q&A. First question from the first donator: how's Drift Protocol doing?

    Let's see. I think they rebranded. Didn't they rebrand? They got hacked and they rebranded, right? It's not doing well, guys. It's not doing well. I think they're going to rebrand to something else because they had a hack. For Solana, if you want to be part of Solana, you have way better choices. You have Radium, for example — Radium is doing very well. Don't pick the weak ones when there are proper coins you can buy. Radium is very good. Jupiter also good — Jupiter hasn't pumped as much as Radium. You can see it's just entering bull trend. So Radium currently is the fastest horse. You have Jupiter, you have Radium, you have Solana itself. Out of everything, why pick the one that had a hack? Because it looks cheap or what? You saw with Hyperliquid, you saw with Zcash, you saw with everything — strength begets strength. You want to be in strong stuff.

    Thoughts on SUPER? We discussed SUPER a few weeks ago, maybe last week. It is close to bull trend, but still not. So just be patient. Wait for that. It's like 10% from bull trend.

    I'm getting sidelined with NEAR Protocol. Should I wait for a correction or go all in? What do you mean all in? What's your allocation overall? When you say all in, I get worried. I get very worried. Don't go all in. But it is bullish. It is bullish. You can say it's the first week since the flip that it really pumps. So it's not too late. You can scale in. In Bullmania, we have how to scale in, how to scale out. It's just the beginning of the bull. Bitcoin hasn't even pumped properly yet. We're just at the beginning. So you're not too late. But when you say you want to go all in, I do get a bit worried. Don't go all in. Have risk management. You're going to get wrecked otherwise. Even with NEAR, you can have a pullback. And if you're all in, you're going to be so nervous — begging and praying instead of having a strategy.

    For some people it does make sense to go heavy — maybe not all in, but heavy. For some people close to retirement, it does not. You have to be more careful the closer you are to retirement. In Bullmania, we have one-on-one coaching where our team really goes through your situation and helps you create a plan that makes sense for you.

    For some people, let's say you're a young person and you want to take big risk — okay, you can be heavier in altcoins. So it's not whether NEAR is bullish or bearish — it's bullish. It's very bullish. Like everything is bullish now, guys. Everything that is in a bull trend is bullish. It's also a new bull trend here. You can argue it's a bit extra nice because they just went above all of this that they got rejected at before — all of this chop — now they closed above it. There are many bullish things here. From a bearish perspective, maybe a bit of resistance here. But all in all, now it's time to be bullish. Now it's time to see the upside more than the downside.

    But we don't know what's going to happen. Maybe it goes to zero — that's where risk management and stop-loss come in. That's where emotional attachment disappears, because you see the ticker NEAR as a bet among many other bets. And if it goes against you, you have a stop-loss. If it fails, okay, who cares? That's it. That's how you remove emotional attachment — mechanical rules. Mechanical rules ensure that if you enter and you're worried about what if it goes down — okay, if it goes down, you're going to get stopped out. That's it. You take another trade. There's something going bullish every day.

    Gold, silver — good bet? I don't think it's a good bet in comparison to crypto, but gold is doing quite well. It is in bull trend as far as I remember. But to me it's not a good bet just based on the opportunity cost. You have gold, okay. You also have Bitcoin that just went bull trend. So for me, it's crypto, crypto, crypto, crypto. Maybe when crypto is topping out, you can see then. For now, I think it's just crypto.

    If you had $25K in Solana, would you take a part out and margin trade 3x? This question is another one of those — it depends who you are. Have you ever traded with leverage, or are you a noob? If you're a noob, don't do it. For most people, if you're a noob, don't do it. Obviously if you know how leverage works, you set a stop-loss, you calculate your risk, it makes sense. But other than that, I think if you're asking the question, don't do it. Just keep it. Try leverage first with small amounts. When you understand the risk-reward and how it works, I don't think you would be asking stuff like that, because then you know yourself.

    Any thoughts on Litecoin and LTVM? No idea about LTVM. Let me ask Bullmania AI. Some — yeah, I mean, it sounds like you're going to do some code on Litecoin. Get out of here. You do it on Solana. But okay, let's check. Let's see what it says.

    Litecoin VM — smart contract virtual machine. Okay, still early stage and mostly inside the core community, not yet a mainstream CT narrative. Yeah, I mean, if it's bull trend, let's see. It's not yet bull trend, but look at Litecoin — it's soon approaching bull trend. So keep an eye here. In a bull trend, this kind of stuff probably is going to drive discussions. To be fair, Litecoin is super adopted and has been around so long — people still think it's silver or something. Not anymore. But I remember in 2017 people said Bitcoin is gold, Litecoin is silver. At the same time, the attention on it is not that great.

    Overall, if you look historically, the performance is not good. It's like very bad since 2018 — same price as 2017. Bitcoin went from there to $80K and Litecoin is the same. Don't see it as anything more than a trade. If it goes bull trend on the weekly and you trade it based on that, don't get too sold on some narrative. Narrative is only relevant if it can help within a bull trend. Through time, it underperforms. If it's bull trend, you can ride it for temporary outperformance — it could definitely have that.

    What about Astar? I heard about Astar the other day because they're going to be on ARC. ARC lost a bit of momentum because they live-streamed and people thought it would be like some California Jeremy Allaire type thing, but everyone in ARC was in like Bangladesh or something. But potentially going into a new bull trend, so keep an eye here on Astar. Massive pump and dump in the beginning, calm down, chop chop chop. If they can go bull trend, the chart is not too bad. And it's not one of these coins that just comes and disappears, because literally a few days ago I saw them building stuff on ARC. So yeah, let's see. Don't marry it, just trade it in case it goes bull trend.

    What about Dash? Dash — let's see. Didn't it go heavy? Yeah, it went bull trend. I remember it went — it's bull trend now. So they had this pump. Yeah, I mean, first and foremost, let's see if we can get back to $150. $450 would be nice. But all in all, bull trend — you have to be bullish. But personally, I would not — there are other coins I would rather be in than Dash, because they had this massive pump, could not sustain it, and it's a Dinocoin. I'm not super excited about Dinocoin. There are things like Radium, Jupiter, Solana, Hyperliquid, Zcash — I'm more towards those.

    It is technically bullish, yeah, technically bull trend. But it's also choppy — you see here bullish, bearish, bullish, bearish. On some charts that are like this choppy, you have to see which time frame is best. Let's see the two-week — maybe two-week is better. But it's also choppy on the two-week. Technically bull trend is bullish, but I love more things that are, you know, more clear. Bitcoin is an example — proper bear trend and now it's bullish. See the clarity here. Clarity in bullish, bearish, now bullish. I like that. Radium — bullish, bearish, now bull. I like more when it's clear. When you open a chart and it's chop chop chop chop chop, for some reason they're too volatile to be in a proper trend and you keep stopping out. Sometimes you can fix that by going from one week to two week. Sometimes not, like in this case.

    Another example — notorious on the stock market is Meta. That's why for trading I don't really touch Meta, because I don't know what Zuckerberg is doing, but he's whiplashing the chart so much. It's a very hard chart. Why pick this when you can pick something like MicroStrategy? MicroStrategy is now bullish for the first time since August 2025. Way better chart than Meta. Meta — I don't know what Zuckerberg is doing, but he is whiplashing the investors. On the two-week it looks okay — if you go from one week to two week, this is better, because you have to find a time frame where the volatility does not lead to too much fake-out. Big cap should not be like this, but yeah, it's Meta. They do their own thing. Now going to be a new bull trend if we close like this. Hopefully they can get out of this whipping. Let's go bull trend. Let's go to $1,000. What about that, Zuck? Let's go bull trend. Let's go to a thousand. That will be something.


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