# Solana DeFi — X 热门讨论 (2026-09-29 20:45 UTC)
## @IvanOnTech (Ivan on Tech 🍳📈💰 Head Trader @ Bullmania) · 09-29 19:37 · ♥100 ↻9 💬13 BITCOIN: MUCH HIGHER!!! (do not get shaken out)
🔥 JOIN BULLMANIA WAITLIST: https://t.co/sTvheyQaVQ 📥 Newsletter: https://t.co/04iyYEfaIs KALSHI: https://t.co/gsTiLhcbgH
00:00 Intro - BTC around 84K 00:14 Today sligthly conserned mood because of macro events 00:42 Charts are bullish - stock markets to open higher 01:18 Twitter shows doom and gloom - Just look at the charts like an alien 02:06 Follow the mechanical rules - We give you a steady hand 02:54 SOL chart - Doing very well 03:04 Do not get shaken out - It is still early bull 03:39 Quant chart - Do not chase god candles unless it is a new ATH 04:20 ADA chart - Bullish 05:00 Nobody is using ADA - Ghost chain. DeFi Llama truths 05:56 Raydium - ADA is a meme coin. 06:35 SUI chart - bullish. DeFi Llama stats 07:26 DeFiLlama Checking revenu in SOL apps 08:21 BUllish is bullish - Do not over complicate 08:42 Welcome to the chat 08:46 Shout out to Bullmania - Join the newsletter 10:17 Bullmania - Helps you understand the market 11:00 Pionex monthly give away closes soon 11:32 Saylor - Buying 1.6K BTC and 152M STRC 12:00 CFTC approves Coinbase trading derivatives 12:26 Shout out to Kalshi 12:42 SEC - Crypto buybacks are allowed. Check DeFiLlama for potential 13:36 Coinbase lost 25M of Ari Paul. Coinbase covers up hacks 14:44 About US bankruptcy 16:38 Be pragmatic - Try to stay US regulated 17:53 Ari Paul vs Coinbase 18:28 Gold down - Will BTC follow? 18:57 Ivan AI slop video - BTC better than gold 20:32 Ivan AI slop video - Bullmania relief vs RH 21:35 PumpFun did 5x from the bottom - Chart looks very good 22:53 Ansem - Pump will make ATH is less than 30 days 23:36 SOL memes are unkillable 23:52 Bitwise launching a NEAR ETF 24:13 Twitter shows doom and gloom - Engagement bait 25:20 About black swans and probabilities and stop preparing for it 27:46 Black swan is tail end risk - Small risk 28:32 Q and A 29:08 Q1: Nosana? 30:33 Q2: Thoughts on MIDNIGHT. Charles H says it will beat ZEC? 33:47 Q3: UNISWAP to launch their own chain? 34:49 Q4: Hanging out with Charles? 37:54 Outro - CTA and checking BTC price https://x.com/IvanOnTech/status/2105019101173473552