PermaBull TV

Easy says Ansem didn’t just pump a token — he gave Solana trenches a narrative again “Ansem went and backed this token. All right. And he's been largely bull posting the ever living shit out of it.” “He's been saying bring the trenches back. He's been saying, let's make some cash.” “He's been saying Solana to 600. There's been a lot of yap. And with good reason.” “We ended up seeing a pretty chaotic move from a lot of coins this weekend.”

Easy broke every rule he knows live on stream, and narrated the whole thing in real time "This may be dumb. But I'm going to take the trade." "I entered a little bit early. I was a little too eager. That always is what gets me" "We are absolutely about to get stopped" 💀

Trillion-dollar IPOs coming soon while stocks are due for a leg down, but crypto traders are already rotating. "Everyone just wants to find somewhere to put their money because everything else is naturally cooked." "If stocks do another 20% to 50% gain from here, I'm okay with that because I did really well over the past two years." "The crypto market not following the stock market shows how much real money is going into AI and the stock market directly versus crypto."

Crypto token oversaturation killed retail momentum while AI stocks and Pokemon cards captured the capital rotation. "Money has been flowing to AI stocks, the regular stock market, Pokemon, and things that aren't crypto because of the abundance of new tokens being launched." "There's only a handful of AI stocks you can really get into because most of them are bullshit, but there's a lot of different opportunity there." "Pokemon controls the supply. They control how much goes out. When you look at something like Pokemon, you know there's unlimited demand and tens of millions of people in it."

Stabling profits all cycle while everyone dunked on missing the bottom turned out to be the right call. "Stabling profits has always been tough for me because I'm always so bullish and I think majors are going to moon. But recently I put a good portion of my portfolio into stables, so I'm not as stressed and it is forcing me to practice better portfolio management." "I remember during last bear, I kept telling myself if I had swapped my wins to stables instead of ETH because everything was trading on ETH, I would have made so much more money." "My plan for the rest of the cycle is the same as it's been for the past two years. Trade every day, wait for obvious narratives, swap profits to stables."

AI models are becoming a utility layer, but the real profit pools are in applications, not model usage itself. "Models will get differentiated from the utilitarian perspective. You'll be able to buy intelligence on the fly. I don't need a 180 IQ person to do this task. Give me 120 IQ and I'll pay $10. For this, I'll pay 1 cent." "The profit pools are in applications that companies can use. The profit pools are not in model usage by companies because most companies have no idea how to use the models." "They're attacking profit pools because that's where the money is going to come from. Application companies are going to arbitrage between models and solve your business problem."

Analytical SaaS is dead as LLMs replace $20k annual software subscriptions with free data queries. "We had a SaaS product with 20 seats nobody was using. We created three accounts, connected it to Claude, and reduced our bill by 90%." "Tomorrow you can put all your data in one place. Today you'd have to talk to three different SaaS products." "We're going to need ten times the data stored in enterprise than we have today in the next three years."

AI found five to seven years of code vulnerabilities in six weeks, costing only low millions to discover what would take a decade across all developers worldwide. "In six weeks we found vulnerabilities which would have normally taken us five to seven years to find." "If you take that and compound that across all the companies that exist in the world that write their own code, or the 10 million developers write code, this thing is going to find stuff which would have taken us 10 years to find." "The capabilities are real. The cost curve is going to come down already. OpenAI has got a model which is cheaper, more consistent. Anthropic has come out with another model."

A Spanish soccer team hedged relegation by taking the opposite position on Calci, turning potential losses into insurance payouts. "If this team wins, their merch sales and tickets go way up because Spanish fans are insane. But if they lose, they could make up for the loss by placing a position against themselves and basically recouping costs as insurance." "Calci is almost like pseudo decentralized small business insurance. If you don't believe in yourself fully, you can take the opposite position and save some money from your loss."

Button raised $5 million to build an N8N for your trading thesis, connecting Hyperliquid, Charles Schwab, and your entire portfolio into one AI co-pilot. "Think of it like N8N, but for your trading thesis. You can tell the AI what you want your thesis to be. For example, robotics." "All of these can be hooked in to manage and monitor my trading strategy and my thesis 24 seven. And it can even ping me on my phone." "You pay about a hundred bucks a month. They've got all the data from stocks, not just tokens."