Yo-yo, yo, what up? What up?
Good morning, good morning GMG. Whatever.
Wednesday, Wednesday, Wednesday, November 20th, 2020. 444.
Look at that, another beautiful day to have a beautiful day.
I got my chill guys in the house.
Tyler Mando, good morning. How you guys doing today?
I'm doing great. How are you?
I'm just. I'm just chilling.
What's up, Tyler? Feel pretty chill myself, if I
didn't have to hold my mic I'd have both hands in my pockets
and the smirk on my face right now.
So like, wait, are you actually holding your mic?
Yeah, I'm, I'm in my kitchen. I, I, I take this show from our
kitchen table and I, I don't have any way to do a mic stand.
So I hold my mic. You should buy one of these.
Like hold up get one. Get one of these things from
Amazon. It's like 20 bucks.
I travel with this. I have one, but it's bigger.
OK, Yeah. I'll get a get a tiny 1 like
this from Amazon and like, these are how.
But yeah, I I get what you mean. Yeah that way you could, you
know, you could put your hands in your pocket and smirk
Anyways, what a what a night We have a lot to talk about today.
Obviously there's like 1 main topic that we must discuss today
and it's probably going to be chill guy and TikTok and, and,
and whether this is a new paradigm or just going to die by
Sunday. So let's let's definitely talk
about this but anyway, sit down the show today, today market
report as usual. I mean, Bitcoin I, I was so
carried away with the chill guy trade that like I didn't even
realize that Bitcoin's about to hit $95,000 and actually like,
and what's it mean? Like, oh, nobody in the timeline
talking about it. But like actually the timeline's
like pretty silent about 95 K Bitcoin.
They're not silent about Choga anymore, but they're, there's
like nobody talking about Bitcoin right here.
And that's good. I like that.
So Bitcoin does don't ignore Bitcoin for now, everybody.
We don't talk about it. We don't talk about it anyways,
Tyler's top 100,000 or maybe top one because there's like 1 main
topic right now and then and then Robit loot box spin.
So I prepared, I actually came prepared this time.
I've added some pudgies. It's pretty much keep getting
swept. Dude, who's sweeping pudgies
like my pudgies keep getting OK, so I'll add new ones.
OK, so pudgies, punks and and red guy now, because Pudge is
40K. So I feel like that's a big hit.
I kind of want someone winning a pudgy Penguin also makes for a
nice clip, you know. And then, as usual, this show is
powered. By.
Galaxies with seamless built in monetization tools, Galaxies
enables development of sustainable long term
communities, fulfilling Bitcoin's vision of the
centralized freedom and independence from centralized
control. Super excited to be with
Galaxies at our Basel, our house, Miami, December 567.
Let's fucking get it with that Mendo Mendo, Mendo Mendo
Mitchell guy. Let's see what you got for us
today. Can you dig it?
Yeah, GM everyone. So yeah, no one's paying
attention, but Bitcoin is above $94,000, hit a new all time high
and then just kept on pushing higher.
It has, it's in the last, I don't know, 5 minutes.
It's been dipping a little bit, but it's hit just around 95 K
feels like it's going towards 100K.
Bitcoin dominance is at 61 while Bitcoin is heading towards 100
gate. It's kind of wild.
Bitcoin dominance looks like it's never going to go lower
ever again. Right, it looks just up only.
Wild look at Bitcoin dominance. Let's let's pull it up.
Hold on, let's pull it up. This is insane.
I mean, you talk about that, right?
So you're just going to keep marching on?
There's a higher low after a higher high.
Oh wow. OK.
Yeah, so. Never let me zoom out.
Wait. Same on the zoom out.
Let's see if it might be more. Hold on, let's let's get this
thing. Let's put this on the three day
chart or something. This is wild Meadow.
I didn't even realize Bitcoin was this higher today.
So unless you're investing in TikTok memes or Bitcoin today,
you're lower. But if you're investing in
TikTok memes or Bitcoin, you are having a great day.
Bitcoin destroying all the other majors again.
Solana actually put in its highest date ever for fees
yesterday. Wow.
Yeah, and it's still lower, but Bitcoin is never lower.
So Bitcoin 9494 point 94.3 right?
Now. Wow.
Yeah, kind of a crazy, crazy move there.
We need 95K. Yeah, Yeah.
I think we touched it maybe at least on features that I'm
looking at. So the market largely shrugged
off that China sorry, that Russia US thing from yesterday,
it dipped slightly but but nothing sorry, it's dipping
slightly today. It was kind of stronger
yesterday. Video results tonight.
I think it was it yesterday, yesterday, but today still we'll
wait to see what happens there. But yeah, nothing really crazy
going on. I think the real thing was just
if that Russia thing was going to escalate and then Putin made
some comments yesterday about a desire for peace with Trump,
that sort of stuff. So see how that one ends up.
But yeah, there's not a lot of like mainstream crypto, at least
not mainstream crypto movers. I would say that the biggest
mover in the top 100 coins today was Piranha, which tells you,
kind of tells you a lot. Like people are not really
paying attention apart from apart from Bitcoin dominance,
just going to the absolute moon. Have you seen this chart?
This is not a meme coin. I know man.
This is the NVIDIA chart, like the stock.
Yeah, this is not a stonk. Not the.
Meme coin this. Is not even the stonk either.
Like this is a stock. Like this is a proper company.
Oh my God. This, I think it's got, I think
it's going way higher, right? Like they're the biggest player.
Easiest bet on AI. The AI sector, it seems like
they're they continued to deliver.
Were they at like 2 trillion? What's the market cap right now?
I don't know. Oh, it's 3 1/2 trillion.
Wow. Yeah, 2 1/2 trillions next
market stuff is today. If you're in GOAT, pivot to
NVIDIA. Just kidding, just kidding.
Talk about AI Mando. I mean the yeah, you're talking
about the rest of the market. Let's pull up the top 100 here.
I don't think it's. I don't think it's great.
Right? Let's see.
Oh, yeah, you're right. Cortana.
Jesus. Well, the top 100 here, OK, the
the the weakest stuff was, was the mate was Ethan Solana.
Basically, Bitcoin is dominating most things.
It's a bunch of like memes that you've kind of Oh yeah, you
know, Tesla's is still a thing. XRP is still going.
You know, it's like it's memes you haven't really heard of.
Sorry. It's all coins you haven't
really heard of for a few weeks are running today, which kind of
tells you everything. Everyone just focusing on this
onboarding thing now. TikTok quickly, we're going the
major onboarding for normies Phantom overtook Google Chrome
on the App Store. Hold on, hold on.
What's Phantom's ranking right now?
I think it's 15. OK, we have room.
OK, We're good. So that OK, you scared me.
OK, cool. #2 in utilities, but. No, no, it's, it's got to be #1
like in proper #1 like this is where we when?
Like when's where's Moon shot at?
Because Moon shot after last night Must be pop.
I don't know where moon shot is actually, but phantom I guess is
more global so. Yeah, if someone in the states,
because usually USA can tell me what where moon shot ranks in
your in your in total App Store like not specific, right, not
tech, not finance, not util like proper App Store, like top three
apps. Let me know.
Phantom and moon shot. I'm curious put in the comments
in the video. I'm really curious about this.
So this is OK. So Logan said moon shot is up to
37 in finance. Oh.
So I do think Moon Shot is one of the big winners of yesterday
and perhaps we can get into that like.
You got 375 million. Right.
What can we just skip to that because this is the main place
and also for disclosure, we're all back.
We're all holders like this is we're going to put this up.
I mean that's obviously this stage, but I think that a 370
mil with 65,000 holders, I'm allowed to bull post the fuck
out of this one or talk about it.
I think it's OK, right? Am I allowed?
Yeah. Cool.
Mendo, my quant. Is that OK?
Are you muted? Didn't mute.
No, he saw me. We just didn't hear.
I think you said something anyways, so that's that's for
the market. There's not much else to talk
about, right Mando? You talk about the macro stuff
yesterday, you talk about Bitcoin just now.
The rest is just lower. At some point, I promise you,
Theorem is going to catch a bid, but clearly it's not now.
What's up? What's up, Mando?
Don't say that to people giving people false hope at this.
Stage I mean, honestly, I was like really happy like saying
like oh, Ethan's going to go. But then I saw Eric O'Connor
like, you know, Eric dot ET like the maxi now saying like Bitcoin
is centralized and Michael Saylor is a point of failure.
And I'm like, dude, is this what like dot E have come down to?
I'm sorry it's such a bad look. You know what I mean?
We. We.
Chatted about it yesterday. So when someone was someone I
think from the block said that if you had $1,000,000 how would
you put it into crypto right now?
And they said 65% Bitcoin or like 6% Bitcoin, 30% ETH, 10%
soul. And like you really think
putting 30% of $1,000,000 buy in into ETH is the right play right
now? Like that just feels like old
school thinking. Bad advice.
I like those guys, but just I personally think it's bad
advice. That's my opinion definitely not
where I'm putting my million, that's for sure, but BTC is
extremely centralized single point of feeling around Michael
Salem. This is a crazy take like this
is like what we're down. So that's the state of that's
the state of Ethereum right now. So it's look, it'll, it'll get
that, it'll get don't worry y'all, we're going to get a 25%
gawk candle that takes us to 4K there.
But you know, Bitcoin maybe 150 K by then.
So it's a lot of maybe $420.00 by then.
So anyways, I'm not going to, I'm not going to hold my breath
there. Very happy in my Pepe mug.
And I actually added a, an Ethereum meme coin yesterday.
I added that doge 1 Tyler on the dip because I was like, fuck it,
let me get a lick of that Department of government
efficiency. Anyways, let's go to Tyler
because we got to talk about this whole TikTok stuff.
I'm sure that's what everybody's tuned in for.
Anyways, 4 daily NFT and crypto analysis.
Our top story we've been dancing around at TikTok memes have
taken over the meme coin market, dominating mindshare and volume
on Solana. We'll get to that more in a bit
coming back to macro, I bet did go live with their ETF Bitcoin
options yesterday. They sold $2 billion in volume,
notably calls outweighing puts 4.4 to 1.
So most traders are going along those Bitcoin options in
political crypto news. So Trump has chosen Howard
Lutnick as his commerce secretary.
He is a major Bitcoin advocate and Wall Street billionaire.
He did not get the treasury role, but still an important
position. And meanwhile, Trump was also
looking at 4 candidates for the SEC commissioner, including
several crypto friendly candidates.
So it seems like the Trump cabinet is being filled kind of
day by day with more and more pro crypto folks.
So I think that's a part of the driver we're seeing in the
Bitcoin price action. Also, Michael Saylor announcing,
I think he's got more Bitcoin buys coming and he's talking to
the Microsoft board. He's pitching Microsoft on them
buying Bitcoin for their treasury.
So we'll see how that pitch goes.
Marathon Digital issued $850 million in convertible debt to
acquire Bitcoin. So another big company buying
and then Coinbase delisting their wrapped Bitcoin after
creating their own CBBTC alternative.
In protocol news, Injective launched I agent, a new SDK
allowing users to create their own on chain IA agents.
AI agents open layer raised $5,000,000 for its crypto AI
startup focused on AI data. So still a lot of development
and builders in the AI space. Paxos is planning to acquire
Membrane Finance to expand its stable coin presence, and then
Sky, formerly Maker, has deployed its USDS stable coin on
Solana in memes NFTS. What everyone came here for here
this morning. Chill Guy up 700% to $380
million on over $250 million volume on the day.
It wasn't even number one in volume.
This quant token came out last night, saw over 300 million.
I saw it last night but I was just burnt mentally.
I was like, I'm I'm out. It ran up, I mean it was a new
coin so it land. It ran up like 50-50 X depending
whatever your entry got to like 70 million.
We'll know. The story here in a minute, but
the whole Tiktok meme sector exploded.
Wait, Huz, winter ark all huge winners now Moon Shot is
tweeting out their own Tiktok meme list, so it is Tiktok meta
here. We saw the AI meme coin sector
take a hit in the wake of the AI16Z saga along with the pivot
to Tiktok, but it looks like we're starting to see some
rebound here this morning. And then a couple quick entity
headlines, pudgies grinding up back over 12 ETH now and then
Shaquille O'Neal agreed to pay $11 million in his role in that
Astral's NFT collection. So Shaq finally done with that
ordeal. But man, what a day for chill
guy. Now 390, it's up another 10
million. Excuse me, I I just dropped like
yesterday. I couldn't sleep.
I was on it all night long and then I just I had literally had
to take melatonin to fall asleep, which I never do.
I do not like taking things to help me do things.
But it's it was like I got to a point where like I was at this
desk, it was late night and I was like, OK, you're going to
sleep. You're going to let's start.
I mean, let's just start with this.
I mean, this is absolutely insane.
I got to give kudos to to wizard like the Wizard of Soho called
this thing like 600K and then kept like shoving everyone to
everyone mil 2 mil 5 mil 10 mil. I got involved with $9 million
and I thought it was late and a little that I know 24 hours
later that 9 million buy was nice.
So and so that just started like accumulating this token non-stop
because I just I just think, you know, that was like if, if, if,
if, if this is the one that's being labeled as like the open
CBAYC moment of this cycle. If maybe it's not maybe dies
after it gets listed on finance or if it gets listed, etcetera,
like many of them, but maybe not.
So if that's the if that's the token that you know is in is
that paradigm shift one then rather be in it.
But what do you guys think? Like what do we actually think
about this chill guy? Like is this is this let me ask
you like Mendo, is this the token do you think or the
moments where that retail actually?
BAYC vibes. No not BYC vibes were asking
like if this is this what? Like, is this a real like
catalyst to retail buying? I don't know, I mean, how how
big is this meme? That's kind of what I'm trying
to. It's huge.
That's why like Wiz and stuff were talking about days ago,
like did he? They were saying like Harold was
saying like his kids like and that on TikTok like every
comment like everything. It's like all over TikTok.
It's actually a thing. Yeah, yeah.
Then maybe it becomes a big thing.
Like I don't know if it's like turns into it's, it's one of the
bigger onboarding events for sure, for sure.
Like if normie's got this, then that's that's a big, big win.
I just still don't know. Like I don't know if this is in
like the peanut category or in the its own 1, you know what I
mean? Yeah, I agree.
I Yeah. So like, and there's been even
been a lot of tickleings in crypto, right?
We had Cami before. We've had like a bunch of like
Gen. Z sort of memes.
But maybe maybe I'm just like unaware of like how big a meme
this is. Maybe I need to get better
better data on that? I think my, my read on this and
part of the reason why I capitulated in last night was
that it, I saw that the narrative shift from like this
is just a viral meme on TikTok to this is the TikTok meme that
people on TikTok are making videos of how to buy meme coins
and, and sharing on TikTok. So like this was the meme that
everyone's sharing. Like, OK, you need to start
buying memes and this is the one that I'm buying and this is how
you do it. Which kind of like was a little
bit of enough of a shift for me to, to start paying attention.
And then I also saw the holder count just going absolutely
parabolic. I I think it's unprecedented.
I don't have the data to back that up but.
I mean, here's the top. In four days.
I mean you look at, just look at the board, right?
Like the holder scan website like so BONK is 800,000, use
holders, BEP is 320, MOG is 41,000.
So it flipped the holdership of MOG and Mudang overnight like
Mudeng's 55K, magus 41K. It's about to flip them both put
together like in the next few hours at this rate because it's
it's putting 10,000 holders every four hours.
And like that you can't even really count the bunk numbers.
So the bunker started by dusting everyone's wallets, right?
So there's game this. I don't think those I don't
think the the holder account metric is games for chill guy.
It's up 10,000 since this morning.
It's. The, the number, so that was
another signal for me. And then just the, the social
presence. So I made just one of my, you
know, standard price action posts about chill guy and
there's just immediate responses.
Everyone's posting the meme and that opened my eyes.
And so I, I jumped in at 100. It's a 4X.
Well done. Well fucking done, Gigi's.
I mean, I I don't. So what do we think?
Like 'cause I think people are quick to like jump on other
TikTok metas. Like I played a few for fun.
Like I see, like you've mentioned that you have a TikTok
watch this. I'm like, fuck you.
Like I'll just throw like 5-10 souls.
It's like the left and right to a few of them.
But like this just feels like it's going to get all that
attention now with is it going to last that weeks, that weekly
cycle? We'll see.
I mean, I think what V makes a good point.
I was talking to him is like like every week there's a new
coin that like is going to be the cycles coin.
And I think that's a very fair take from from I think it's a
very fair take. But at the end of the day, like,
we'll see what what we'll see. But yeah, you can't, you can't
chart something like that. That's just deck Screener.
I was sharing, by the way, see someone's asking like what chart
is. It's not just deck Screener.
Just go on and search up. Chill, guys.
So for now, looks like we're good.
I don't know what's next on that one, but this is a token that
doesn't stop. And it seems like all of CT had
missed it, right? Because all the tweets that were
up last night was all like, no one was talking about it.
I never got this. And then you saw the CT
mindshare kind of go up and then the token go up with it.
I like that about these like what I like about these meme
coins now is that that it's not to succeed like this cabal has
gone in and put this coin right like I do like these organic
memes. One of the main reasons I liked
Mudang as well. It's like.
That's it. Much stronger.
They are genuinely much stronger if at this point in the cycle, I
think and you, the holders want to like, I don't know, they're
also like pretty green sometimes and like they go up pretty fast
and they can like capitulate. But I think this is the, I mean,
there's been a big shift in mean points, right?
Suddenly we've gone away from try and build the strongest
niche that you can of like absolute warriors.
Into let's try and on board as many people as possible.
It's like the exact opposite of of the new ad thesis.
I couldn't think of a more opposite theme right?
New TikTok adding thousands of holders a second.
A second. Bro I went to the shower
yesterday got I was 2000 more holders.
Right. So spot on.
But it's like we've done A1, we've done a complete 180.
Complete 180. What we think is valuable
suddenly in the market and all the cult meme coins, like you
saw that thing yesterday. It was like that big giga whale
getting out of his giga position and just doing ADCA into like
what you're seeing here is that if you're not onboarding people
into your cults, then that they look precarious at hundreds of
millions. And people don't want to join
like what happens? Like was it Tyler or you?
One of you 2 in the chat said like you said, you said what was
it? The thing about cold coins is
what if people don't want to join your cult?
Yeah, the the risk of a cult coin is if people don't don't
like you. Like I keep like yesterday, I'm
like, yo, I'm going to go to put a workout in and some dudes
like, yeah, you, you, you're not actually working out if you
don't own Giga. I'm like, dude, shut the fuck
up. Like I'm not going to buy your
shit because of this comment. I mean, like, I'm sorry.
It's just like, like this morning there was like this
holder not in the name of token, because I actually like the
token a lot. And then he's all like, oh, look
for Rogue's talking about chill guy and vaporware, but he's not
buying my ticker. Like, dude, this doesn't work
like that. Like he was like, oh, he doesn't
adhere to the maraud and chill. I'm like, yeah, I don't because
I'm trying to make money and I have a mock position, which is
our Mirage list, you know what I mean?
So I don't know, I think I think we may have taken that whole
cult thing a little too far and it was wrong.
And I want to bring this tweet up to the both of you guys
because I think Anson is right when he says it.
But this is something I was talking about yesterday on the
show about how we need to reshift how we're buying.
They're not coming to buy your PvP coins.
Like they're not retail's not coming to buy like the Nero on
solar Nero on versus Nero on Eve type narrative.
Like, they're not here to get like, you know, like they, they,
they, they, they, they don't want that shit like retail last
cycle, but like safe move and sent it to state $17 billion,
right? So Anthem said I'm not only
buying meme coins that fulfill one or three separate criterias.
One, when you retell normies, you're buying this. 2, Is this a
possible Binance cabal listing? 3, Is this very unique from any
other meme? What do you guys think?
I think this is an accurate, appropriate take.
That's a, that's a something that that's something that I
think a few months ago wouldn't have cut you anywhere, right?
Like we had coins at that Hammy, for example, was a really good
example of that which he was buying.
And people have this sort of thesis.
It never really kicked off. What suddenly happened is the
normies are here. The normies are here and they
want to buy memes that they know.
So if you're not, if your meme isn't like well known and also
like not just a cult, like not at some high valuation where
everyone's like, I think that that that they want to buy new
coins that they can run up they. Don't want to hold the
institutional T1 like Dogecoin, like I think it's like either
the new stuff that they relate to.
Like for me, Mudang, like you had the right call, right trade.
I still think it's it's got room.
Obviously, like Chuck guys taking some heat away from it,
like whatever. But like Mudang is like great
because like, for example, like I still get sent like Mudang
videos by my fiance because she's finds Mudang super cute,
right? So I'm like, OK, so that's a
great trade. Like if I could hold and it's
got binance spot, sorry, perp perps, sorry, probably spot next
right? But or or peanut I I had the
right trade on and I took it off like a day too early.
But I thought that was the right because it's like, hey, it's got
the normie appeal. It's got Elon Musk, it's got
that trump pump in it. Chill guy.
Similar mindset, but I think they're also going to buy the
top T ones. So for me, like my barbell here,
I may or may not have done that. Last night is Blanc and chill
guy and used it and I got that old shit on Coinbase.
It's hit 4. 159 Oh my God, I I turned away for a second back to
to the discussion point. So on the TikTok meta.
So if this is a real thing, and I think the higher chill guy
goes, the more likely we see at least a near term TikTok meta.
Send me the watch list Tyler if you don't mind while you tell me
this because I can run through it.
So folks need to get it through their heads and I'm sorry, this
may not be what you want to hear.
They're not coming for your 3 or 6 month old TikTok bags.
I'm sorry. They're they're coming for the
new stuff. So I, I actually posted the
watch list and asked people a question of like, what am I
missing? And I got people showing me lock
in, showing me aura mog. Those are fine coins.
But that's not what the person who's downloaded moon shot today
is going to buy. I'm sorry, but you need to get
that through your head and if you want to play this, you got
to look for the the hot shiny new ones and help Moon shot
tweeted out their own TikTok list.
They've got a TikTok category. So maybe start there versus kind
of pulling up your old dusty bags that that they originated
from just. Tweeted them just the chill guy
like you have the like the top app like this cycle talk where
people just tweeting about this shit so funny.
What's up, Mendo? It did feel like they they did.
They did, they did move though some of those older ones like
Aura moved and like Skippity moved and I feel these are like
more Gen. Z style, maybe less I don't
know. Curious if that's like the CT
crowd buying them thinking it is.
That's the thing, most of these move because CTS like I missed
this what do I buy now? Yeah, it's just my read.
I, I, I'm wrong a lot on these, but I feel like the new hotter
memes are more interesting. And I think we're also like back
to that Ansem tweet. I think there's just multiple
ways to win. Like I don't think the AI meme
sector is going away. It took a hit yesterday.
The AI16Z thing was really messy.
And I think that coin specifically and its ecosystem
has some rebuilding to do. I.
Like. But like.
You like what? Zero, bro.
I was thinking I like far coin here.
Oh, it bounced. I I was looking to buy far coin
under 200 mil, so I missed that, but I I I like far coin here.
I know I I like zero bro as well.
I think it's it's like the cool play of AI.
It's like oh the cool bro like banks type shit like I.
Just feel like that trade is not done.
I don't feel like trade and that trade really even correlate as
much. I think more than your ad coins
get hurt by this rather than like the AI.
Yeah, over the medium term like. Like pull up, pull up the avatar
ABA that's from the Hologram Labs team.
So they're watching this on chain Agent that they've been
working on for like a year. I mean, zoom out a little bit.
Yeah. I mean, yeah, this thing, you
could have bought this for under 10 million last week.
It ran to 100, it pulled back, but it's still at 65 and it's up
60X in a week. So and there's still a lot of
action here. So in like, is this going to be
the one that normies by? Maybe not right now, but I don't
know if that matters, right? So at least my point is there's
multiple ways to win. You just have to read.
You have to kind of form your own opinions.
I just was to show you also like if you're trying to chase the
trade, like first of all, please don't chase the $400 million
token in the day. Like, oh, it's going 40 bill,
like just don't do that. And second of all, there's,
there's, there's truth to the fact that there's a new coin
going to $250 million like every day right now or every other day
or every week. So like we just saw peanut go to
$2 billion. Like we just that just happened.
Mudang. Mudang is like, what is it a
month old Mendo? Like a month and a half, two
months. I don't even know.
Like it's not that old. It's not that old.
Yeah, sorry. There was a first pump was old
like that, like the lettuce. The the second wave of Mudang is
like so recent, right, Since the perps volumes.
So there's just so much going on.
So that's what I would say. One, don't chase to, you know,
just just be alert. And I would say be agile is
important in this market, right? Like cuz marrying a bag and then
seeing everything go up and then your back stale or going down is
usually dangerous, which is also why a lot of stuff is done.
But just quickly before going to rest of the topics of code
today. I mean, I think you can all
guess who the code is today for the robit loot box pins.
It's chill, CHILL. Go to raffle bot dot XYZ, raffle
bot dot XYZ and chill. And that's, that's today's real
bit mood box pin code. You can win a pudgy Penguin
worth $40,000, you can win a punk worth $120,000, and you can
win rec guys worth all above 2 to $3000.
So minimum you get 2 grand for for for for for, for winning.
You know what I find funny though?
So let's talk about this right, saying this TikTok thing could
be a flash in the pan. We will see new meta in a few
weeks. The thing is like in the bear
market, we keep saying, oh, the Tik tokers will come buy our
bags and now the Tik tokers are buying bags.
We're saying no, it's they're going to buy other bags.
So like where do we stand with that?
Like where do we stand with this this time take?
Well, one thing I would say about this is that normally this
bit is normally towards the end of the including cycle.
Is it like, well, I would say that if new people are coming in
to buy new coins every two seconds and it's big normie
coins and they're going to run them up, that that can only last
so long. Like these people will pick
another TikTok mean that they're going to run up like we are
seeing new TikTok means every two weeks.
So I I also think they can be dangerous.
Like chill guy does need a listing.
It needs a very it needs tier one listings now, right?
Like, I don't, I don't know where Peanut is right now.
Where is Peanut? It's still above 1.6.
Yeah, it's $1.56 billion. It managed to get a lot of it
managed to get the listings right.
Yeah, this was the Binance pump. You don't get those listings.
It does become progressively more difficult.
Yeah, Yeah. I mean, that's, that's, that's
at this stage Mando, like I'm holding waiting for listings.
And if the longer the listings will drag, the less I'm likely
to hold just straight up like this is how I'm approaching the
trade, right. It's like I'm waiting.
I think listings are usually weekdays, right.
So we'll we'll see. We don't see many listings
weekends, right? I don't think so, but I I think
I think there's something there and I would pay attention.
I was I was thinking I'd wake up to motionless.
Usually it's like 2/3 4:00 AM my time.
Like I wake up. It's like Oh whoa, be oh by
Nance Oh like by the OK X not this time.
Last night late was maxi like 11:00 PM here, but I don't think
there's any. That seems less of a ball than
the others. Which one?
It's PTO, but it's as far as I can tell the feedback is like
they had didn't even have a market maker for what they're in
negotiations around the market making today.
Chill guy. Yeah, yeah, there's no, there's
no, there's no market maker. There's no like invisible hands,
like there's no cabal. Like look at the whole let's
look at the holder base. Like there's nobody's got a
percent. Yeah, Let's look at this.
Even if you look at the bubble maps here, let's look at this.
Here you go, guys. Holders top holders got 1.2%.
It's pretty good distribution, like so many things have to go
right for for this type of price action to play out like you, you
have to. You can't have the whales who
nuke the chart like you have to have the virality.
It can't be a consensus trade. You have to have folks on both
sides and and FUD and it kind of just like a perfect confluence.
Yeah, this isn't. You can solve the stats here on
on on soul scan directly. This is crazy.
These statistics are insane though.
Wow, top 100. Well, I do think hopefully this
does build out the the base though for people in crypto.
Yeah. That that's what's the the bull
case is, is that I don't think these people will only buy no, I
mean, what was your first coin? It was also an in coin, right?
So. My first coin was BTC E Dodge.
I thought you bought MU. I thought you bought like safe
moon? No, I wasn't safe moon.
That was K money right came when he cooked and then he was to his
famous story is that he made money safe when the round trip
the whole thing yeah yeah, but I think.
You're going to get a load of those stories now, right?
And a bunch of people will come in like we actually haven't seen
that this cycle, right? How many, how many people when
you do a poll, hey, this is the first year I bought crypto, I
bet three months ago versus now that that's changed.
It feels a little kind of like the top shot moment.
I think that that's the analogy that popped into my head this
morning. Just like large, potentially
large scale onboarding of it. I mean.
What I don't know is like where are we in December 2020 Top Shot
or are we in February? 2021, I think we're there.
You're right. Either either February, like,
yeah, February, I think about that a lot.
I still think it's like a mirror of 2021 guys, just different
outcomes and outlooks. But like, I don't know, just
still feels like a December 2020 type move, yeah.
What's ideal? Like I got in early February
2021 in crypto through NFT. So my like meme coin Mando was
NFTS, right? Like that was the run up.
I was like, oh, I was buying apes like point tweets, right?
So that was my my chill guy, let's say, right.
So that was my really introduction to this was like a
big hit on apes fast, which got me going across the board and on
Dogecoin and then and so it's feeling that same way.
My question is when is the Faroque or even I think you were
in OV2, right? You we all got in together.
We didn't know each other, but we got in the same time.
Yeah, around the same time. When is the OV Faroque and Mando
of the cycle getting into the space, into the industry?
Is it now? It's a good question, but could
be could be after this chill guy.
I think could be could be after the Pepe coin base list.
Like there's a lot of different catalysts here that are starting
to like. I guess one of my thoughts here,
I think a lot of it depends on the Bitcoin price action.
So like if, if Bitcoin just marches up all 2025, it's hard
for me just to say that like, oh, we popped because Phantom is
number one in the App Store. Like the wealth effect is going
to be incredible. Yeah, this.
It's really crazy. I mean bitcoins, I mean, if if
this all happened with Solana and Solana is still just trading
like under it's all time high in price, then we're still we're
there's nowhere near the top. Like wake me up when like Solana
is like in the four hundreds this stage.
And then and then maybe we'll be talking about like taking some
off in top signals. You know what I mean?
I think it's very early to, It's a little too early to be the
person calling top signals here, you know?
Everyone loves to do it. So many people still have the
bear market mindset, I think, and it's hard to flip out of it.
I think a lot of like, but see, retail won't have it because
retail wasn't there in the bear market, right?
Retail doesn't give a fuck about your bear market, right?
Like my phone's buzzing from people in 2021 being like, hey,
so I'm advising this project respectfully.
I'm not going to pick up your calls, run to your emails if
you're one of those people. But but they're trying.
Let me tell you guys like this is my personal signal.
All the clubhouse 2021 folks. Hey, frog, long time no speak.
I'm like, OK, I'm advising this new project.
Picture this. It's a meme coin.
So you know, I mean, it's I'm like, you know, I mean, oh, it's
tied to this like really famous figure.
Like, no, just chill, just chill.
Anyways, Tyler, what else did you have for us?
I was like major news. We have to we have some with
this Quant 1. I don't have any, but this is
hilarious right talk. About the quant story, I so this
is a little bit of a painful one.
I'm not, I'm not in any pain this morning because of Joe Guy,
but I saw merp tweet that basically this kid, I think he's
like 12 or something. He he launched this meme coin
and then he dumped his whole stack and just said like, fuck
you. Thanks for the 20 bands.
Can you watch the video? It's 40 seconds.
Let's watch it. Wait.
What? He said.
Wait. Wait, I'm so confused.
Oh yo, it's Nuke. Nowhere.
Oh holy fuck. Holy fuck.
Only fuck. Thanks for the 20 bandos.
Yo-yo, yo-yo, yo-yo yo-yo yo-yo yo-yo yo-yo, yo-yo yo-yo.
What the fuck? What the fuck?
No, no, no, no, no, no, no, no. Bro, this is Thread guy's little
brother, right? Yeah, his little.
Brother thread guy Junior, right?
He he, this was his audition for the LA Bait Cabal.
And I think he got in, he makes his 20 bands.
And then I missed all that. But then I saw like Murph or
someone tweet like, OK, this did this and now CT is going to run
this up to spite this kid sent that tweet to some buddies.
But then I didn't buy the coin and I just went to bed and then
and it ran to like 70 million. And I don't like the like
apparently everyone just decided to trade this all night.
It is it $300 million volume? Like it's the number one coin on
the Solana board. This is great.
This. If I wasn't like all in on
Chilika last night, like full focus, like I would have ate the
fuck out of this. But maybe it's good.
But I I like this. I like this a lot, it's really
good. 10Z quad. Let's see what it's at.
Is it 30? Oh wow, OK, it dumped quite a
bit. Quite a bit.
I feel like that trade is over. I think some people think it's
it's so viral. It's got more of it.
I think the the trade was let's make him cope, right?
You made him cope. Yeah, you made him cope.
That was the trade, right? Like, hey, let's make him
regret. Yeah.
Right. This is like this is CT trade
not a retail trade. There was CT that caught on to
this and was like yo let's make him cope right?
I mean C TS got a lot of money. But hey, don't hate the player
right? Like pump fun tools are out
there for anyone to use. People are aping at their own
will. The guys on screen rugging you
like, you know, don't hate the player.
The kid made 20 bands at 12 years old.
He got hey, can't hate the kid, right?
He's ended it coins though, didn't care about.
This he did I'm sorry, I'm sorry coin, and then he rugged that
to. But you know, but the one thing
that was dangerous with that, they started like doxing his
mom's address and shit. It's.
Not funny, they like family. Yeah.
So if you're listening to this and thinking of doing what the
kid did and your new participant, because we have a
lot of new listeners now like the our numbers are blowing up.
My following is just like I saw Mandy hit 250 this morning.
Congrats. Like Tyler, I'm senior
engagement and mine get like everything's crazy again.
Don't do that because like there's like crazy people in
crypto. They will track, they will find
you and they will, but like they will find you like they will dox
your address, they will dox your girlfriend, your mom.
Like it's it's we don't condone that.
It's dangerous. We hate that, but they'll do it.
So yeah, he was docs with his family.
So, so yeah, don't, don't try to don't try to scam CT, OK, CT can
be very like salty. Correct.
So, so maybe don't do that. All right.
What? What else is new in in this
world? Yo guy is just going guys like
this. So what do we think?
I guess what do we, what's our, I don't want to throw price
targets at it because I really have a big, this has become a
OK, I'm going to put it out there.
This is about to become my biggest position in crypto if
this keeps going. Not for long because I will be
selling it. It just flipped my fart coin
bag. It's my #1 meme bag now, God.
Damn it, yeah, it's flipped my bonk by two X Jesus Christ.
Bonk is also doing really fucking good.
I'm happy. I think.
Like I think like Gaines into Blanc is nice.
I like Gaines into bonk. You were talking about that
yesterday. Maybe denominating solana
instead of denominating and soul denominating bonk.
That was my question last night, like by the what do you think?
Like I was, I was. My question was, is it a better
hold here? 30 days, 30 days only 30, let's
say to Christmas. OK, so 30 days bonk or sold
genuinely. It feels I don't.
I know the volume tells you the bonk is is is going to be one of
the theme point. Leaders, right?
Yeah. Wow, look at that.
Like, what do you think? Like I genuinely obviously
NFADYRL, everyone needs to like do their own research.
You're buying a $4 billion MIM coin.
But like, I look at this every day, right?
I, I, I now look at this. This is today again.
I'll share it every morning on the show, by the way, but it's
5th. It's Bitcoin, tether, doge coin,
Ethereum bunk. Bunk does more volume than
Solana every single day on Coinbase.
And then for memes, Pepe is 13th, Sheba's 15th.
So Sheba and Pepe have been fighting between 10 and 15, like
higher. They're not crossing top ten.
They haven't. Maybe for a flash.
Pepe was in the top when it launched and obviously it's have
a big bag of that, but Bonk is just on top every time.
It is crazy bonk. It is absolutely.
I don't think people is. What's been weirdest about that
is that people didn't really see that as like as big a meme coin
as some of the other. I never bought it.
I think this is the difference between CT and retail.
So back in Q1, I was getting beers with a few buddies and
like I was talking about like whiff and some meme coins.
And my buddy's like who I'd never talked to about crypto in
two years. He's like, yeah, I've been
trading bonk. This guy at the club tells me to
buy bonk. And then we just like swing
trade it. And then on Monday, my wife who
scans my Twitter sometimes said like we should buy some bonk.
So like the bonk of everything I talked about, that's the one
that that stood out to her. And then I mean, of course Bonk
Guy was right and the the unit bias.
See in the east on Binance, so you do West is Coinbase, E is
Binance in the east bunk is 12th after Dogecoin and Pepe is 9th.
So in the east Pepe is consistently before bonk.
Every day I check this this what I check this every day like two
or three times a day. It's on coin market cap for
those who are curious. Just Google Binance volumes and
then Coinbase volumes. So on spot Binance, it's always
Bitcoin on top and Dogecoin and then ETH, Solana and Pepe.
So like Pepe is like on whatever first digital is.
So it's like a stable coin. So it's it's Pepe is always top
ten in Binance. So that's why I like having Pepe
and bonk here. So my thesis was Pepe and with I
was wrong. It was actually Pepe and Bonk in
my opinion in that trade because if you look at wave right now I
actually took a fat hit from chill guy Fuck.
Everything like chill guy. Yeah, but Bonk didn't Bonk hit
an all time high last night. Yeah, but.
I think WIF took a hit from Bonk.
Last night, last night, that's. What I would I think.
I think it's more a wif bonk situation.
But last night, Mandel, this candle, this green one that was
bringing the chill guy pump, I was double euphoric.
It was insane. Should have seen me.
Bonk is Bonk is not going to be impacted by chill guy.
Like it's got its own pool. I'm telling you, barbell all in,
like I I full ported my mean for portfolio, not the ETH ones that
I full ported my mean portfolio on on Solana to to to bunk and
and fucking chill guy. And then we'll see.
And then that's not like my little trading thing going on.
Not going to talk about them because sub 25 but it's it's
doing good. So maybe let's quickly talk
about that. I know we got the spin coming
up. Oh yeah, chill is the code, by
the way. Chill.
CHIL. Go ahead, Tyler.
Like I find myself, like I'm in these trading groups and I find
myself trading like 20 coins a day and trying to catch all
these runners and it's exhausting and it takes up so
much time. And I just outperformed all of
those trades. But simply like making a
conviction that on one coin and it's just kind of like, what?
What's the point? Of like.
Staying up all night, you know, trying to catch all these things
and like everyone's just over trading too much and like you've
been good about that for real because like trying to like dial
it back and just make. I just want I got a trading
coach. Oh yeah, the best trader of
course, since. I got a trading coach and it's
it's it's free. It cost me like 2 years of like
relationship building but or three years.
I've only hosted 1000 shows with the guy.
He told me one trade a day. I I I I cheated that yesterday
mendo and actually I I made a mistake.
So I bought a lot of chill guy. So I bought chill guy 9 mil 150
soul worth. That went crazy.
I sold it for $120,000 gain. Then I bought it back higher.
Then I sold it all again higher. Then I bought it back again
higher before bed and I'm holding on to it.
Point being I'm still up up up up up on every trade a lot.
But I would have been up ridiculously without having done
that. So see that one trade a day
works out because that one trade was right.
Like 2 days ago I said chill, guy's going to go.
This is my one trade. I took it and it worked out.
So that's what I've been doing. I've always been preaching, like
trying to practice what man was preaching to me, you know what I
mean? It's also good to like change,
to have to be able to change your mind with new information.
Right? The chill guy at at 9 million
like it. It wasn't the same trade as it
was when it was at 100 million and it had gained 40,000 holders
in the last day. Like that was a different
situation. 75K holders. With different information. 75K
holders. 75K yeah, we just picked up 4000 holders on the
show. Actually it was 70 K It's like
5K holders in the show. I I think this is going to I'm
not going. To say it, be careful, I'm not.
Going to say it, what do you think?
Flip with a what I. Think it's going to flip with?
No, I never said that. I.
I don't want to say that, I don't want to say that I don't
want to say that, but it's definitely let me tell you, it
was a it's obliterating the whole portfolio, though the
right. It's like funny because like you
have like one thing up and then the rest is just like.
Boom, boom, boom, boom. Yeah.
Boom, getting hammered. So I wouldn't be surprised to
see listings. Is there anything major missed?
I don't think we missed anything major here that.
Was. It like this is really this is
really it. I'm looking to your to your fee
in both of Y alls minutes. I mean, besides sailor pitching
Microsoft Bitcoin, like we have Sailor working on bags there.
Like Bitcoin's such a secure bag.
It's crazy. It's good presentations, I can
tell you that. It's great presentations.
You have Trump just non-stop. There was a rumor that there
could be a crypto lawyer point as charity ACC.
So it's like there's like there's a lot of that stuff.
So it's a lot of like positive. Like I was saying the other day,
like it feels refreshing that all the headlines are starting
to be positive, right? And even like you said, we
shrugged off their Ukraine shit in like half a day, right?
There was a dump last yesterday in alts across the board, very
aggressive and that's it. And the rest did well.
One thing I noticed though, quickly on the on the meme
board, since we're talking about it honestly, the the ETH memes.
Speaking of ETH, 'cause someone was asking about ETH ETH, I
don't know about ETH memes since you can't easily swap them out
for Solana. They're kind of holding so so.
This goes to like a few billion. What do you think?
What do you think people will buy?
If this goes to a few billion, what people buy from it like
their gains? Yeah, if it goes to like a
billion plus. We have a full TikTok meta.
I don't think they buy TikTok, Meta do.
You think the other TikTok memes are as good?
Though I don't think so. I don't think they buy TikTok
meta. I think this new ones I mean
TikTok memes spring up daily. If it's a TikTok meta Tyler it
will not be the existing ones. It's going to be the new chill
guy maybe I believe. I think the rest of the TikTok
meta is CT cope that I would have chased if I wasn't chill
guy. Like I am the perfect person for
that. I love chasing cope and stuff
like that. So I think you know what I mean.
And I mean that in an insulting way.
By the way, for anyone of you like chasing that, there is
money to be made, but it's very dangerous money.
Like you saw like the the quant thing went up and then it's
what, a 60 mil you fucked right now You're like, Oh my God, what
am I going to do? Right.
Yeah. I'm careful chasing.
Though like Angus Mcbangus last night I traded it with you guys
for fun. I'm out of it.
But like I bought it one mil, it went to 2 1/2 mil and just
dumped back to like 600K right now.
You know what I mean? And that's the famous parrot on
TikTok. But like ain't no one buying
right but CT. So I'd be careful chasing CT
plays on on TikTok because clearly CT has been wrong guys.
I think CT will mid curve a lot of it.
CT is wrong. CT has been proven wrong the
cycle so far on many things. Right?
So CT actually thought Pepe was bust in a 0 Mendo Ovi and I
didn't want to talk about Pepe and Mog last year early on
because we were scared that people would come and cancel us
because at the time talking about Pepe and MOG in 2023, Bear
was cancellable offense on the timeline.
Do you know what I mean? Like that's how wrong CT has
been consistently for the last two years.
You're wrong about bunk. I was wrong about bunk.
You know what I mean? So not all CTI know a lot of
gets caught that. So anyway, so there's that.
So there's that on that play. I don't know Mando, what they
buy next. I would love to tell you my
bags. I think they buy Coinbase
listings. That's what I wrote about.
I think they buy bunk. I think they buy Pepe.
I genuinely think they will buy mog for the of course, as
always, I bring those in a big bag, love mog, but I do think
mog is like culture term. We're talking about this before
the shot Tyler, but it's just like there is like something
about getting mog that's very like Gen.
Z and established and that and also Tyler is because that team
is just always on it. Like that team is actually
working the bag like they're there like the other CT code
plays like there's no it's the CTO, there's nothing going on
right. I don't know what do you think,
man? What is what is?
What is the D Gen. retail buying after Chennai Doge?
I, I don't know, I think I kind of agree with what, what, what
Tyler's saying. I think it's going to be
difficult for them to buy like too many established things.
Like I don't know if I like any of the other TikTok memes
anywhere near as much. Like they feel like buying beta
plays on this but I do think they could probably still do
like 5X if if till till guy goes to like 1 1/2 bill here.
Like if it does a peanut then I mean what was it that that
raccoon coin ran to like 250? Right shrub, Right.
Fred. Fred the raccoon, that's what.
That's why I bought a few betas. And I know the rule is to chase
the alphas. No, but but this is a beta
cycle. This, this is a bull run.
You can buy beta. You can go up to the way down to
Zeta and make money if you're if you're quick.
Like how should I? Oh, I gotta look at Fred.
You could literally go all the way down the list and and make
money in the cycle just like it just becomes quicker money,
meaning the beta, the Zeta, the data, it's like.
You made 300. Yeah, Wow.
Yeah. What's Chuga at $440 million?
This is surreal. This can't be real.
This is insane anyways, all right, so let's get away.
Let's get to a little bit loot box spin quickly, quickly.
Just so you guys know, I started posting on TikTok again last
night. Just want to pull this up.
I pulled up the farouq verified 70,000 follower account.
I cleaned it up and I was really on TikTok back then.