1 00:00:00,440 --> 00:00:04,600 Yo-yo, yo, what up, what up? Good morning, good morning GMGM 2 00:00:08,640 --> 00:00:11,280 Wednesday. Why is it so useless? 3 00:00:11,560 --> 00:00:14,560 Because it's like not Monday, but it's also not like the week 4 00:00:14,920 --> 00:00:15,880 weekend. I don't know. 5 00:00:16,079 --> 00:00:18,400 Wednesday. Sorry. 6 00:00:18,400 --> 00:00:23,880 Wednesday Adam March 5th, 2025. Look at that. 7 00:00:24,200 --> 00:00:26,600 Another beautiful day to have a beautiful day. 8 00:00:26,600 --> 00:00:30,640 I got my Co host in the house. Tyler, good morning. 9 00:00:31,360 --> 00:00:33,600 How you doing today? Fantastic. 10 00:00:33,800 --> 00:00:38,640 In the midst of it being so over, we have once again come 11 00:00:38,640 --> 00:00:41,120 back. We we are back. 12 00:00:42,200 --> 00:00:44,760 Are we? Some positive news over the last 13 00:00:45,280 --> 00:00:47,720 the last 24 hours. At least a decent rebound. 14 00:00:48,160 --> 00:00:52,560 Yeah, I feel like we're we're we're almost there, Yeah. 15 00:00:53,280 --> 00:00:55,280 For Bitcoin, right. It's a Bitcoin market. 16 00:00:55,360 --> 00:00:57,440 We we fucked this whole thing. I mean, actually we did it. 17 00:00:57,440 --> 00:00:59,840 We thought that ordinals and ruins would be Bitcoin leverage, 18 00:00:59,840 --> 00:01:02,200 but ordinals and ruins are worse than Ethereum. 19 00:01:02,200 --> 00:01:05,239 So we have outs. Yeah, sorry, Bongo. 20 00:01:06,040 --> 00:01:08,560 I know he's listening and he's. We didn't talk about the old and 21 00:01:08,560 --> 00:01:09,840 fun thing the other day. We should talk about today 22 00:01:09,840 --> 00:01:12,760 anyway, So that was so yeah. OK, we're good. 23 00:01:12,960 --> 00:01:15,160 You know, you know it is I I, I will talk about this in market, 24 00:01:15,160 --> 00:01:19,760 but I'm feeling optimistic ahead of well, at least the next four 25 00:01:19,760 --> 00:01:21,120 days. How's that? 26 00:01:21,760 --> 00:01:24,400 We think it's four days is a big outlook in this market. 27 00:01:24,400 --> 00:01:27,040 OK, Four days is a big it's a big deal. 28 00:01:27,040 --> 00:01:30,240 OK, I'm feeling optimistic. Anyways, today on the show, 29 00:01:30,240 --> 00:01:32,560 we're going to do macro and markets with the great Mando. 30 00:01:32,560 --> 00:01:34,480 He's wearing her shirt on. It's positive. 31 00:01:34,480 --> 00:01:36,040 Let's go. And then we're going to do a 32 00:01:36,040 --> 00:01:40,200 Tyler's Top 1000, a Robit loot box spin sign up. 33 00:01:40,200 --> 00:01:42,520 Raffle bought that XYZ. There's going to be a code on 34 00:01:42,520 --> 00:01:44,280 the screen. Raffle bought that XYZ. 35 00:01:44,280 --> 00:01:47,840 Every single day except Mondays. We give money away on the show. 36 00:01:47,840 --> 00:01:51,640 So come on a crypto punk. They're cheap now, so come on a 37 00:01:51,640 --> 00:01:53,280 pump. And then last but not least, the 38 00:01:53,520 --> 00:01:56,040 last but least, this was powered by galaxies. 39 00:01:56,040 --> 00:01:58,360 Galaxies of Web 3 platform, empowering creators and brands 40 00:01:58,360 --> 00:02:00,880 to build unstoppable communities with full ownership and 41 00:02:00,880 --> 00:02:03,440 independence. Trusted by icons like Donald 42 00:02:03,440 --> 00:02:06,240 Trump, Steve Aoki, Mike Tyson and the NBA, shaping together 43 00:02:06,240 --> 00:02:08,720 the future of engagement, but also wallet connect. 44 00:02:08,720 --> 00:02:11,120 Wallet Connect is the connectivity network shaping the 45 00:02:11,120 --> 00:02:13,280 future of on chain UX. If you're connected to the app 46 00:02:13,280 --> 00:02:16,440 Web 3 app, you've seen the wallet connect logo that blue 47 00:02:16,440 --> 00:02:20,200 logo it's everywhere an icon of trust in crypto as recognizable 48 00:02:20,200 --> 00:02:22,240 as visa. But check out want to learn more 49 00:02:22,240 --> 00:02:25,480 follow at wallet connect on X and Telegram to stay ahead of 50 00:02:25,480 --> 00:02:28,200 what's next. I really like this ad read. 51 00:02:28,200 --> 00:02:31,000 I don't know why it just cracks me up every time that use that 52 00:02:31,000 --> 00:02:35,440 blue logo. It's everywhere dude that is 53 00:02:35,440 --> 00:02:39,320 legendary Mendo how you doing? But also, let's go to you 54 00:02:39,320 --> 00:02:45,080 directly. Who is the man? 55 00:02:45,280 --> 00:02:51,040 Back, old daddy of the man. Can you dig it? 56 00:02:51,960 --> 00:02:57,800 GM everyone, Yeah, it's been a been an eventful week, hasn't it 57 00:02:57,800 --> 00:03:00,760 already, man? Like yeah, all over the place 58 00:03:03,080 --> 00:03:05,080 from 9th. What was it from 80? 59 00:03:05,560 --> 00:03:08,800 2. Was it was I forget it was 82 60 00:03:08,800 --> 00:03:11,920 to. 82 was the bottom this week. Yeah, 78 was Friday. 61 00:03:13,000 --> 00:03:18,480 Yeah. So 78 to 95 to 82 to 91. 62 00:03:19,000 --> 00:03:21,360 You also forget that was 9956 days before that. 63 00:03:22,600 --> 00:03:28,080 And that's just Bitcoin, right? Yeah. 64 00:03:28,200 --> 00:03:30,000 I don't know if you've made money in this market. 65 00:03:30,040 --> 00:03:35,600 Well done. It's been hairy many, many, many 66 00:03:35,600 --> 00:03:39,360 points I think. And today we're getting bullish 67 00:03:39,360 --> 00:03:41,640 about Bitcoin again. I think we've all been saying 68 00:03:41,640 --> 00:03:47,280 that looks like a strong long the Bitcoin versus crypto punk 69 00:03:47,280 --> 00:03:50,280 trade in shambles it feels like right now. 70 00:03:54,240 --> 00:03:56,120 Shambles. I mean I guess 80% of people 71 00:03:56,120 --> 00:03:59,120 were right when I pulled them. Pretty decent size. 72 00:03:59,120 --> 00:04:02,880 Like 333 thousand people said 10 lbs worth 10 Bitcoin. 73 00:04:03,680 --> 00:04:05,800 Yeah. Bitcoin over temp. 74 00:04:05,800 --> 00:04:06,840 I'm sorry. Yeah. 75 00:04:08,560 --> 00:04:12,880 So I think we're in a very decent shape for this market. 76 00:04:12,880 --> 00:04:16,040 I think right now I'm pretty happy with it. 77 00:04:18,040 --> 00:04:20,000 We have obviously the announcement tomorrow. 78 00:04:20,120 --> 00:04:23,200 I think we kind of already set up what our thoughts are or what 79 00:04:23,200 --> 00:04:26,560 I thought my thoughts were going into that, which is that we're 80 00:04:26,560 --> 00:04:30,080 not going to get anything close to if you think the Fed is 81 00:04:30,080 --> 00:04:33,760 printing money to buy XRP, just like it's not going to do that. 82 00:04:34,800 --> 00:04:37,120 I think what we'll probably see is some sort of outline. 83 00:04:37,800 --> 00:04:41,520 I would be very unsurprised if if the US maybe partners with 84 00:04:41,680 --> 00:04:46,040 Bitcoin miners, maybe becomes a miner in certain way. 85 00:04:46,160 --> 00:04:50,040 Like that would unsurprised me here because that would be 86 00:04:50,360 --> 00:04:54,760 relatively easy for them to do them actually. 87 00:04:54,760 --> 00:05:01,320 Like buying is very difficult. Or at least it would require, 88 00:05:01,480 --> 00:05:03,320 you can't just be like, Oh yeah, we're just going to buy Bitcoin. 89 00:05:05,040 --> 00:05:08,400 Even the way that they, they could do it, which is via the 90 00:05:08,400 --> 00:05:10,560 Treasury. There's like a, a, a bit of the 91 00:05:10,560 --> 00:05:12,240 treasury which buys foreign exchange. 92 00:05:12,480 --> 00:05:14,800 Even that would be like a very, very difficult thing to do 93 00:05:14,800 --> 00:05:16,680 legally. But the idea that they could 94 00:05:16,680 --> 00:05:21,240 like do some sort of subsidy for mining or like they said, 95 00:05:21,240 --> 00:05:23,920 they're going to work alongside miners and, and maybe build up 96 00:05:23,920 --> 00:05:25,760 supply that way, I would be very unsurprised. 97 00:05:25,760 --> 00:05:27,200 And you've seen some countries do that, right? 98 00:05:27,200 --> 00:05:29,840 But you've seen you've seen some of the Gulf countries get into 99 00:05:29,840 --> 00:05:32,760 that, like Oman, you've seen Bhutan do that. 100 00:05:35,160 --> 00:05:38,680 Obviously China like is rumoured to be involved in a lot of those 101 00:05:38,680 --> 00:05:41,000 state enterprises as well, a lot of those manners. 102 00:05:41,000 --> 00:05:44,160 So I think that would be the most obvious route for them to 103 00:05:44,160 --> 00:05:47,800 get into Bitcoin alongside the the like the confiscated Bitcoin 104 00:05:47,800 --> 00:05:49,320 that they said they're just going to keep from now on. 105 00:05:50,960 --> 00:05:56,360 Also, like the commentary around capital gains, again, Trump 106 00:05:56,360 --> 00:06:01,600 cannot, cannot just say no capital gains on crypto. 107 00:06:02,040 --> 00:06:04,520 Like even when there's active order, that is not possible. 108 00:06:06,080 --> 00:06:09,080 He he, you have to go through Congress, you have to go through 109 00:06:09,400 --> 00:06:11,000 the Senate to be able to do these things. 110 00:06:11,000 --> 00:06:13,760 So whenever, whenever you hear, oh, he's going to do this, going 111 00:06:13,760 --> 00:06:15,320 to do that. Like you have to think, right, 112 00:06:15,320 --> 00:06:19,760 Is this affecting spending in some way or revenue? 113 00:06:20,280 --> 00:06:23,560 And if so, like that's not something he can just say he's 114 00:06:23,560 --> 00:06:27,840 going to do. So similarly, like they may say, 115 00:06:27,840 --> 00:06:30,800 look, we're going to try and push for that, but but that's 116 00:06:30,800 --> 00:06:36,120 not something you can just do, you know, 0 tax on crypto that 117 00:06:36,120 --> 00:06:37,760 would have to go through the House, have to go through the 118 00:06:37,760 --> 00:06:40,040 Senate. It may be difficult to do. 119 00:06:40,440 --> 00:06:44,680 You know, there's not many assets which have 0 tax like 120 00:06:44,680 --> 00:06:47,720 that. So again, I'm just putting 121 00:06:47,720 --> 00:06:49,960 people's perspective here because the timeline gets very, 122 00:06:49,960 --> 00:06:52,080 very crazy about this sort of stuff. 123 00:06:52,080 --> 00:06:54,920 And you're like, Oh my God, it's going to be pretty money to buy 124 00:06:54,920 --> 00:06:58,760 Bitcoin in 0 tax. And that is a very, very 125 00:06:59,280 --> 00:07:02,160 difficult thing for them to announce on both fronts. 126 00:07:03,080 --> 00:07:08,120 So yeah, there's that, though it does seem relatively bullish. 127 00:07:08,120 --> 00:07:10,400 There's going to be a lot of important crypto people. 128 00:07:10,440 --> 00:07:14,640 It feels like they're including our boy, Mr. Frog. 129 00:07:16,920 --> 00:07:19,160 Yes, yes, I haven't talked about this. 130 00:07:19,480 --> 00:07:22,320 Yeah, I'm going to Washington tomorrow morning, but I don't 131 00:07:22,320 --> 00:07:24,320 think I got invited to the summit, so I'm going for 132 00:07:24,320 --> 00:07:25,600 something else, but it's related. 133 00:07:27,320 --> 00:07:29,160 Still what? Still what? 134 00:07:29,280 --> 00:07:32,520 In a secret room until Friday. You guys have a Libra party? 135 00:07:33,000 --> 00:07:37,480 I'm going to the, the, the baby drinkers event, the, the baby 136 00:07:37,480 --> 00:07:40,240 blood one. Yeah, the Freemasons one on the 137 00:07:40,440 --> 00:07:42,080 on the other side of the, of the street. 138 00:07:42,360 --> 00:07:44,360 No, I, no, we're doing some cool shit. 139 00:07:44,360 --> 00:07:46,000 Listen, you'll see tomorrow we're doing some cool shit 140 00:07:46,000 --> 00:07:47,880 because I was meant to go tomorrow, not Friday. 141 00:07:48,400 --> 00:07:51,640 And then it so happens that the summit happened, right? 142 00:07:51,640 --> 00:07:53,200 Because we're meant to do something March 6 at the White 143 00:07:53,200 --> 00:07:55,160 House. And then this whole thing 144 00:07:55,160 --> 00:07:57,160 happened March 7. I was like, what the fuck? 145 00:07:57,520 --> 00:08:01,040 So I extended my stay one more day just in case I can catch 146 00:08:01,040 --> 00:08:03,760 some dope interviews. You know, I saw that room there 147 00:08:04,520 --> 00:08:07,240 that's like as a founder, like I saw that list. 148 00:08:07,240 --> 00:08:10,080 I know it's not as the official list, but a lot of these names 149 00:08:10,080 --> 00:08:13,240 are confirmed. So that list is not a source of 150 00:08:13,240 --> 00:08:16,240 truth yet. I asked the on the decrypt side, 151 00:08:16,240 --> 00:08:18,360 they said a lot of these names are are are are confirmed. 152 00:08:18,360 --> 00:08:20,120 But like this is not the list, right? 153 00:08:21,840 --> 00:08:23,200 Dude, that's the kind of room I want to be in. 154 00:08:23,200 --> 00:08:24,240 I don't know. But you guys, I know you guys 155 00:08:24,240 --> 00:08:28,000 probably feel the same as me, but that is wild. 156 00:08:28,040 --> 00:08:30,920 I know Kal Simoni's confirmed, Michael Saylor's confirmed 157 00:08:30,920 --> 00:08:33,480 because he tweeted obviously Sacks, Hoyt, Heinz and Trump. 158 00:08:34,520 --> 00:08:37,840 I didn't see Vitalik or Anatoly post about this. 159 00:08:37,840 --> 00:08:42,400 I don't know about you guys. Brian Armstrong posted I don't 160 00:08:42,400 --> 00:08:47,440 think I saw CZ post. Those are the least likely, I 161 00:08:47,440 --> 00:08:48,760 think, right? Yeah. 162 00:08:50,440 --> 00:08:52,160 Brian Brian Armstrong's for sure. 163 00:08:52,160 --> 00:08:55,520 I don't think he's in that room after he was leading prison in 164 00:08:55,520 --> 00:08:57,440 America for a few months. So he's. 165 00:08:57,440 --> 00:08:59,200 Never coming back to the. US. 166 00:08:59,200 --> 00:09:01,160 Yeah, I think he, he's worthy of the room. 167 00:09:01,160 --> 00:09:04,040 I just don't think the guy who was just imprisoned by the US 168 00:09:04,040 --> 00:09:07,960 government, I mean that. 0%. Chance of that? 169 00:09:08,920 --> 00:09:12,360 Paolo Arduino, I don't know. I mean, they're Ted. 170 00:09:12,960 --> 00:09:14,200 Yeah. Lot, Nick and Tether are close. 171 00:09:14,200 --> 00:09:18,840 I know the USDC is pushing hard, but Lot, Nick and Tether are 172 00:09:18,840 --> 00:09:20,640 close. Who do we think? 173 00:09:20,640 --> 00:09:22,640 Like, I mean, there's it's like, what, 25 people? 174 00:09:22,640 --> 00:09:24,320 I I mean, the rumor was 25 people. 175 00:09:26,760 --> 00:09:28,840 I know one of the white coughs. Is really as good. 176 00:09:29,600 --> 00:09:32,040 It doesn't really, you know, like the vibes of an event don't 177 00:09:32,040 --> 00:09:34,120 become that good if it if it goes too big, right? 178 00:09:34,960 --> 00:09:37,680 Yeah, I think it would be. If you look up, they all had the 179 00:09:37,680 --> 00:09:40,400 same I don't know if they coordinated, but everyone had 180 00:09:40,400 --> 00:09:43,200 like the same post. Like I'll be attending the see 181 00:09:43,400 --> 00:09:46,120 now it's pasta. But like did you see Kyle post 182 00:09:46,240 --> 00:09:48,080 like it? Would it you think it was like a 183 00:09:48,080 --> 00:09:50,960 media thing to like everyone had the same coordinated? 184 00:09:53,800 --> 00:09:55,400 Probably. Yeah, see here. 185 00:09:55,400 --> 00:09:58,400 I'll be attending digital. This one, literally this post. 186 00:09:59,640 --> 00:10:02,080 I'll be attending Digital Asset Summit on Friday, March 7th at 187 00:10:02,080 --> 00:10:06,600 the White House. What this administration does 188 00:10:06,600 --> 00:10:09,600 their their Kols, they hype this stuff, so it's going to be a let 189 00:10:09,600 --> 00:10:12,320 down if something doesn't happen in this room. 190 00:10:12,600 --> 00:10:15,480 Say if sailor well 60,000 likes holy shit but. 191 00:10:16,000 --> 00:10:17,800 What do we want? What do we want him to say? 192 00:10:17,800 --> 00:10:20,720 That's I think that's what we kind of got to get into the the 193 00:10:20,720 --> 00:10:22,320 frame of mind. Like what? 194 00:10:22,320 --> 00:10:26,160 More details on the plan, like here's what a plan actually 195 00:10:26,160 --> 00:10:28,240 looks like. Like are are they going to try 196 00:10:28,240 --> 00:10:30,960 to push a plan to buy? Are they going to do it via 197 00:10:30,960 --> 00:10:32,160 mining? Are they going to do it via 198 00:10:32,160 --> 00:10:34,000 taxing? I don't know. 199 00:10:34,000 --> 00:10:36,640 But like, let's get to some level of detail beyond just a 200 00:10:36,640 --> 00:10:41,400 one sentence headline. I think they're going to. 201 00:10:41,400 --> 00:10:45,720 It's going to be discussions, no decisions. 202 00:10:45,720 --> 00:10:49,440 Does that make sense? Whatnick says executed. 203 00:10:50,280 --> 00:10:53,120 Wow, he. Did right there was an article. 204 00:10:53,320 --> 00:10:56,800 Surprised, but he said. Rumor, but then they're covered 205 00:10:56,800 --> 00:11:00,960 it and the decrypt folks don't cover unless it's like, you 206 00:11:00,960 --> 00:11:05,640 know, like proper sources. So it's looks like something's 207 00:11:05,640 --> 00:11:08,880 happening. Here's what I would love to see 208 00:11:08,880 --> 00:11:11,600 is some kind of delineation between a strategic reserve and 209 00:11:11,600 --> 00:11:13,480 the sovereign wealth fund for the first time. 210 00:11:14,120 --> 00:11:16,560 Will the US hold a big I love this market. 211 00:11:16,560 --> 00:11:19,080 Look at the extension on Myriad. It serves you this market right 212 00:11:19,080 --> 00:11:21,760 away on the article Will the US hold a Bitcoin reserve in Q1 213 00:11:21,760 --> 00:11:24,200 guys, yes or no? I'm going to put 100,000 points 214 00:11:24,200 --> 00:11:26,800 behind what we decide. In Q1? 215 00:11:27,120 --> 00:11:31,080 In Q1, will the US hold a Bitcoin reserve in Q1, Yes or 216 00:11:31,080 --> 00:11:32,840 no? Yes, it's 46%. 217 00:11:32,840 --> 00:11:34,280 No, it's 54. Is that dude? 218 00:11:34,280 --> 00:11:36,480 That's actually a crazy good market. 219 00:11:37,840 --> 00:11:39,920 But apparently they don't even know where the Bitcoin is. 220 00:11:40,040 --> 00:11:41,360 You hear about this like the Yeah. 221 00:11:42,680 --> 00:11:47,440 Yeah, I saw that. I lost it, which I just find 222 00:11:47,440 --> 00:11:49,160 hilarious. I know. 223 00:11:49,520 --> 00:11:51,080 So what do you think? Yes or no? 224 00:11:51,120 --> 00:11:52,760 I I. We've got it somewhere. 225 00:11:54,120 --> 00:11:56,480 Q1, that's end of March. That's too soon. 226 00:11:56,720 --> 00:11:59,560 This is going to be now come on. Like I, I'm even like a bull on 227 00:11:59,560 --> 00:12:03,200 this stuff, but like that's 20. Five times you're going to owe 228 00:12:03,200 --> 00:12:05,640 me 100,000 points. I'm good for it. 229 00:12:06,160 --> 00:12:08,320 All right, good. There you go. 230 00:12:08,440 --> 00:12:09,080 There you go. Boom. 231 00:12:09,240 --> 00:12:09,920 Done. All right. 232 00:12:10,120 --> 00:12:15,000 Anyways, Mando, I was telling Tyler leading into the show 233 00:12:15,000 --> 00:12:17,440 right before you came in that I'm feeling optimistic for next 234 00:12:17,440 --> 00:12:20,840 four days. Because only four days. 235 00:12:21,840 --> 00:12:25,000 Because of first of all, today, this morning we woke up to again 236 00:12:25,000 --> 00:12:27,920 like a bunch of you know, again, just positive headlines for 237 00:12:27,920 --> 00:12:30,480 crypto as an industry. I know these have been going on 238 00:12:30,480 --> 00:12:32,800 for last week or so two weeks, but it's good. 239 00:12:33,920 --> 00:12:36,880 So that's good. Then I saw this this this Vlad 240 00:12:36,880 --> 00:12:40,560 10F post as well talking how about how he sees crypto as like 241 00:12:41,000 --> 00:12:43,120 Vlad from Robin Hood dropping a laundry list of reasons to be 242 00:12:43,120 --> 00:12:44,840 bullish on crypto at today's fireside chat. 243 00:12:44,840 --> 00:12:47,200 TLDR with a new admin, crypto rails will be the homeless to 244 00:12:47,200 --> 00:12:49,400 stocks, commodities, private company shares, production 245 00:12:49,400 --> 00:12:53,320 markets, memes, RW as cross composable and available 24/7. 246 00:12:53,320 --> 00:12:57,040 So like you have Vlad 10 have just like every chance he gets. 247 00:12:57,040 --> 00:12:59,080 Like talking about this, you have Larry Fink talking about 248 00:12:59,080 --> 00:13:01,000 buying dips, saying every single dip is a buy. 249 00:13:01,360 --> 00:13:03,800 And then of course, you have what Lutnick is talking about 250 00:13:04,800 --> 00:13:07,600 with the crypto summit. So just the idea of something 251 00:13:07,600 --> 00:13:09,560 that could happen. We love that in crypto. 252 00:13:09,560 --> 00:13:12,000 You know, you guys know that whether it happens or not, 253 00:13:12,000 --> 00:13:14,120 whether it's sad news or not, we'll see Friday, but we love 254 00:13:14,120 --> 00:13:15,960 that. And also on top of that, let me 255 00:13:15,960 --> 00:13:20,120 add we're what they said tariffs Wednesday, we are Wednesday. 256 00:13:20,120 --> 00:13:22,400 Apparently there's a deal that will be made with Mexico and 257 00:13:22,400 --> 00:13:25,040 Canada, either they meet halfway or there's going to be some some 258 00:13:25,080 --> 00:13:27,560 concessions made. So that's also a positive. 259 00:13:27,840 --> 00:13:30,720 And then also a Ukraine, it appears that Zelensky's down to 260 00:13:30,720 --> 00:13:34,560 talk peace as of yesterday. And so if we have somewhat of 261 00:13:34,600 --> 00:13:39,200 even even a tiny smidge of a hint of like a proposed peace 262 00:13:39,200 --> 00:13:43,520 plan or a minerals deal that could be signed again leading 263 00:13:43,520 --> 00:13:45,880 into a Friday. And you know our favorite 264 00:13:45,880 --> 00:13:49,680 saying, you know our favorite saying, our favorite saying is, 265 00:13:49,800 --> 00:13:51,440 I'll tell you in a second. Let me find it. 266 00:13:51,760 --> 00:13:54,760 I love the genius of announcing strategic reserve on a Sunday 267 00:13:54,960 --> 00:13:57,400 when traditional markets are closed and Wall Street sleeps 268 00:13:57,560 --> 00:14:00,160 for the first time, retail investors win traditional 269 00:14:00,160 --> 00:14:02,800 finance better catch up or it will quickly become extinct. 270 00:14:02,800 --> 00:14:05,440 The world no longer runs on Monday, Friday, 9:00 to 5:00, 271 00:14:05,520 --> 00:14:09,360 which means the crypto summit is Friday, boys, the headlines and 272 00:14:09,360 --> 00:14:12,920 it ends at 4:30 PM 5:00 PM. It's 1:30 to 5:00 PM. 273 00:14:12,920 --> 00:14:14,720 The summit that we know. That means the headlines are 274 00:14:14,720 --> 00:14:18,680 going to start rating in after 5:00 PM low volatility weekends. 275 00:14:19,040 --> 00:14:21,400 So I do feel positive, optimistic about this leading up 276 00:14:21,400 --> 00:14:23,320 to weekend. And I'm saying that because I 277 00:14:23,320 --> 00:14:26,280 also bought some crypto this morning, but I put my money 278 00:14:26,280 --> 00:14:29,240 where my mouth is at least. But yeah, what do you guys 279 00:14:29,240 --> 00:14:33,200 think? I it's. 280 00:14:33,400 --> 00:14:35,840 It's telling to me that macro still looks like. 281 00:14:36,480 --> 00:14:40,360 Like crap. Macros is fucking everything 282 00:14:40,360 --> 00:14:41,080 right now. That's all. 283 00:14:42,320 --> 00:14:46,640 Like I would have hoped for for like a decent bounce there in 284 00:14:46,640 --> 00:14:51,320 the S&P and the S&P is is actually evens on the day. 285 00:14:51,320 --> 00:14:56,080 And I think that kind of tells you that we're not out the 286 00:14:56,080 --> 00:14:58,320 woods, like bring up the S&P chart again. 287 00:14:58,320 --> 00:15:00,040 No, no. Just do it. 288 00:15:00,320 --> 00:15:01,640 No. I think it's important for 289 00:15:01,640 --> 00:15:03,280 people to just. No. 290 00:15:03,480 --> 00:15:06,760 It's been a decent drop of. About 5. 291 00:15:07,240 --> 00:15:12,000 Well, not even 10%, like 5%. The S&P was pumping last night. 292 00:15:12,000 --> 00:15:14,480 The last 15 minute candle is like just one straight red 293 00:15:14,480 --> 00:15:15,840 candle down. Right, Exactly. 294 00:15:15,840 --> 00:15:18,360 That's what I mean. And then you would have assumed 295 00:15:18,360 --> 00:15:20,440 that, you know, we had a slightly bullish sentiment 296 00:15:20,440 --> 00:15:23,120 overnight in crypto, everything was was better. 297 00:15:24,120 --> 00:15:27,400 And again, actually the S&P is down on the day now again so. 298 00:15:28,800 --> 00:15:31,520 It just ruins everything dude. Like yesterday night this shit 299 00:15:31,520 --> 00:15:34,120 was pumping and then like maybe 4:30 PM and just got slapped 300 00:15:34,120 --> 00:15:37,200 back down and every single profit made in the S&P was given 301 00:15:37,200 --> 00:15:38,760 back. Yeah. 302 00:15:39,120 --> 00:15:41,720 So I think just just be cognizant of that really. 303 00:15:44,520 --> 00:15:49,720 The theory that Trump wants the the 10 year to go down rates to 304 00:15:49,720 --> 00:15:54,080 go down so that he can refinance EU s s debt. 305 00:15:54,840 --> 00:15:58,480 I mean, it does make sense. And like Trump, he he mentioned 306 00:15:58,720 --> 00:16:03,080 he called it a beautiful drop. And you're going to. 307 00:16:03,160 --> 00:16:05,240 Drop so much you're going to be tired of dropping. 308 00:16:06,040 --> 00:16:08,720 And he wasn't like he didn't, he didn't mention the stock 309 00:16:08,720 --> 00:16:10,520 markets. I mean, he mentioned the rates, 310 00:16:10,760 --> 00:16:12,000 right, OK. So like. 311 00:16:12,000 --> 00:16:16,280 He that that is clearly what he is is focused on right now. 312 00:16:16,520 --> 00:16:18,040 I mean, Beson talks about this a lot, right? 313 00:16:18,040 --> 00:16:20,480 They're what they're they're counting 33 rate cuts this year. 314 00:16:21,960 --> 00:16:24,400 Look, it's. A it's a very, very fairpoint, I 315 00:16:24,400 --> 00:16:25,680 think. I think that's something that 316 00:16:25,760 --> 00:16:30,040 that I wasn't really expecting is that, you know, the US is 317 00:16:30,040 --> 00:16:32,440 currently spending over a trillion dollars a year and just 318 00:16:32,440 --> 00:16:34,440 on interest payments. Just. 319 00:16:34,760 --> 00:16:39,200 On interest payments and that that could go higher as they 320 00:16:39,280 --> 00:16:43,600 refi. So it's a lot of money. 321 00:16:44,000 --> 00:16:46,360 It's a lot. Of money and that's, that's 322 00:16:46,760 --> 00:16:55,960 that's probably done like a 4X5X over the last few years and it's 323 00:16:55,960 --> 00:16:58,920 just how you get there, right? Like we don't know how you get 324 00:16:59,360 --> 00:17:03,400 how you get there. Is that the the Fed has to cut 325 00:17:03,400 --> 00:17:07,480 rates drastically quickly and normally that means bad stuff is 326 00:17:07,480 --> 00:17:12,440 happening. Yeah, All right. 327 00:17:12,640 --> 00:17:14,680 Well, he's hoping to do it by. Balancing the budget, he's 328 00:17:14,680 --> 00:17:17,760 hoping that there's there's other ways to do it beyond just 329 00:17:17,760 --> 00:17:19,400 like totally crashing the economy. 330 00:17:19,400 --> 00:17:21,040 There is. There is, that's, that's fair. 331 00:17:21,040 --> 00:17:26,000 Like I don't know if a balanced budget though means that rates 332 00:17:26,000 --> 00:17:27,960 necessarily go inside of where the Fed is. 333 00:17:29,680 --> 00:17:33,120 Like the Fed's at 4 1/2 percent, maybe 10 year comes down a 334 00:17:33,120 --> 00:17:37,040 little bit maybe. But like, like it'd be, it would 335 00:17:37,040 --> 00:17:42,200 be a strange market to have the Fed at 4 1/2% and 10 year to be 336 00:17:42,200 --> 00:17:46,040 at like 2, for example. So I do think we're going to 337 00:17:46,040 --> 00:17:47,480 have to see some rate cuts there as well. 338 00:17:48,200 --> 00:17:50,440 All right, we're bearish again. Never mind. 339 00:17:50,880 --> 00:17:53,480 I'm really not. Bearish, like I still think I'm 340 00:17:54,280 --> 00:17:57,040 a bullish environment for Bitcoin right now and some 341 00:17:57,040 --> 00:18:01,160 select all coins, but we're not out of the woods on macro here 342 00:18:01,280 --> 00:18:04,400 like the S&P. It's down again now. 343 00:18:05,280 --> 00:18:06,720 I know. Macro just sucks. 344 00:18:06,800 --> 00:18:12,240 But again, Monday to Friday we could buy Fridays and sell 345 00:18:12,240 --> 00:18:13,720 Sundays. You definitely don't want to 346 00:18:13,720 --> 00:18:16,200 move Monday to Friday right now. Like you def like did you guys 347 00:18:16,200 --> 00:18:17,760 notice that every 5:00 PM we pump? 348 00:18:18,920 --> 00:18:23,080 I guess it was the same thing and then we dump at 9:30. 349 00:18:23,080 --> 00:18:24,440 Like we literally pump after hours. 350 00:18:24,560 --> 00:18:29,200 So I guess you can trade crypto from 5:00 to 9:30 AM good for 351 00:18:29,200 --> 00:18:32,560 Asia 1? Thing we haven't talked about on 352 00:18:32,560 --> 00:18:34,120 this yet. I really do. 353 00:18:34,320 --> 00:18:37,440 The the biggest take away for me from Lutnick's comments was him 354 00:18:37,440 --> 00:18:39,640 coming out and saying, hey, those other tokens are not going 355 00:18:39,640 --> 00:18:40,920 to be in the reserve. Yeah. 356 00:18:41,560 --> 00:18:46,400 And like the the main reason that CT sentiment went to the 357 00:18:46,400 --> 00:18:49,240 gutter Monday night was the whole crony capitalism. 358 00:18:49,240 --> 00:18:50,680 Trump just wants to enrich his buddy. 359 00:18:50,680 --> 00:18:53,880 His friends don't belong there. Lutnick has come out and said, 360 00:18:53,880 --> 00:18:55,440 OK, they're not. They're not going to be in there 361 00:18:55,440 --> 00:18:57,520 like they're they're going to be treated differently. 362 00:18:58,840 --> 00:19:00,640 So I do, I do think that was a positive. 363 00:19:00,640 --> 00:19:02,840 There was some wait and see. You're absolutely. 364 00:19:02,840 --> 00:19:04,560 Right, you're absolutely right. So that's some good news. 365 00:19:04,560 --> 00:19:06,400 Anyways, let's get to those headlines. 366 00:19:06,400 --> 00:19:08,520 I mean, there's a lot, We also have a partner coming on a 367 00:19:08,560 --> 00:19:10,520 little bit coin shift, so we'll talk about that too. 368 00:19:10,520 --> 00:19:13,080 But I think I think market wise hang tight. 369 00:19:14,000 --> 00:19:17,000 And like we said yesterday, just just just hang tight, OK? 370 00:19:17,040 --> 00:19:21,120 Just just just believe in something 4G, NFT and crypto 371 00:19:21,120 --> 00:19:26,200 analysis. Tyler T on FOMO hour calls the 372 00:19:26,280 --> 00:19:31,960 kids paying. Folks, crypto majors up five to 373 00:19:31,960 --> 00:19:35,480 6% here today after some potential tariff relief 374 00:19:35,560 --> 00:19:39,280 headlines came out along with more reserve news. 375 00:19:39,280 --> 00:19:42,080 We had those odds of Trump dropping tariffs because Mexico 376 00:19:42,080 --> 00:19:45,840 and Canada spiked to 60% on Polymarket yesterday after news 377 00:19:45,840 --> 00:19:49,360 that he may reach a compromise. And then early this morning, 378 00:19:49,360 --> 00:19:52,720 Commerce Secretary Lutnick saying the Bitcoin reserve to be 379 00:19:52,720 --> 00:19:55,360 executed on Friday and the other tokens will be treated 380 00:19:55,360 --> 00:19:58,960 positively but differently. So it still remains to be seen 381 00:19:58,960 --> 00:20:02,840 what that will entail. USDC became the 1st and only 382 00:20:02,840 --> 00:20:05,160 stablecoin to be approved for use in Japan. 383 00:20:05,760 --> 00:20:09,080 Jeremy shared that this morning or yesterday, Reddit Co founder 384 00:20:09,080 --> 00:20:11,680 Alexis Ohanian announced he wants to buy TikTok and bring it 385 00:20:11,680 --> 00:20:15,760 on chain. So some surprising news there. 386 00:20:16,120 --> 00:20:18,120 the US Senate voted to overturn the IRS rule. 387 00:20:18,120 --> 00:20:20,280 Apply the definition of broker to D5 protocols. 388 00:20:20,600 --> 00:20:22,040 Mexican billionaire. We said this yesterday, but 389 00:20:22,040 --> 00:20:26,760 Ricardo Salinas says 70% of his liquid net worth is in Bitcoin. 390 00:20:26,760 --> 00:20:30,400 That's up from 10% in 2020. And in Metaplanet, the Japanese 391 00:20:30,400 --> 00:20:33,160 MicroStrategy, they added another 43 million in Bitcoin. 392 00:20:33,160 --> 00:20:36,720 They now hold 2888 bitcoins. That's getting pretty 393 00:20:36,720 --> 00:20:40,040 significant there. In token AirDrop and protocol 394 00:20:40,040 --> 00:20:44,400 news, Ave. announced a new token buyback program proposal to. 395 00:20:45,120 --> 00:20:47,760 Be approved. Along with some new Avenomics, 396 00:20:47,760 --> 00:20:51,080 it includes $1 million a week for six months of token 397 00:20:51,080 --> 00:20:53,440 buybacks. The across protocol announced a 398 00:20:53,440 --> 00:20:57,360 $41 million raise led by Paradigm to accelerate their 399 00:20:57,360 --> 00:21:00,200 product development for their E bridging platform high 400 00:21:00,200 --> 00:21:03,400 framework, $14 million Series A for the proof of liquidity 401 00:21:03,400 --> 00:21:06,280 protocol on Bear Chain. And then Rumble Congling, Rumble 402 00:21:06,280 --> 00:21:08,240 Congling, shout out to the old NFT days. 403 00:21:08,600 --> 00:21:12,760 They're bringing their fame token on the Ronin here on March 404 00:21:12,840 --> 00:21:16,440 11th. A few other meme coins showing 405 00:21:16,440 --> 00:21:20,040 signs of of life here. This BLOB presale on AVAX it 406 00:21:20,040 --> 00:21:23,400 opened up at around 75 million. That was a 75 X for presalers. 407 00:21:23,840 --> 00:21:26,520 AVAX saw a a huge spike in active law. 408 00:21:26,520 --> 00:21:30,880 It's in the wake 350,000 on Tuesday, about 3X than previous 409 00:21:30,880 --> 00:21:34,360 local average. This quiz mean on Solana first 410 00:21:34,360 --> 00:21:37,280 runner we've had in a few days hit 30 million back down at 411 00:21:37,280 --> 00:21:41,680 15,000,000 this morning. Oh no, there's a Henlow token on 412 00:21:41,680 --> 00:21:43,080 Bear Chain. I know. 413 00:21:43,280 --> 00:21:45,080 It's a different. In law, mine's going. 414 00:21:45,200 --> 00:21:48,840 To 0 it's 50. 5 million and grinding up so a handful of 415 00:21:48,840 --> 00:21:51,520 tokens doing OK out there I found. 416 00:21:51,520 --> 00:21:54,400 Out today there's a YEET token on on Bear Chain which I wasn't 417 00:21:54,400 --> 00:21:57,280 aware. I mean yeet is a pretty common. 418 00:21:57,760 --> 00:22:00,480 That's what I. Was like in her, like the yeet 419 00:22:00,480 --> 00:22:03,920 token's a yeet today. And then suddenly some 420 00:22:04,000 --> 00:22:09,360 Barrachain people were like, yo, apologize, Barrachain people, 421 00:22:09,360 --> 00:22:12,360 We're not trying to attack you. Yeah. 422 00:22:12,640 --> 00:22:20,880 Yeah, yeah, yeah, yeah. I mean, what's up with the eat? 423 00:22:20,880 --> 00:22:22,840 Like what is that we'll find? Out. 424 00:22:23,080 --> 00:22:24,880 Got some more stuff coming out today, tomorrow. 425 00:22:25,120 --> 00:22:26,360 Is it tied? To Kanye West. 426 00:22:28,760 --> 00:22:34,200 I'm never going to happen. Something that myself, KBM big 427 00:22:34,200 --> 00:22:36,360 team has been working on for for over a year now. 428 00:22:37,400 --> 00:22:38,960 But yeah, I'll let you know. Yeah, I saw. 429 00:22:38,960 --> 00:22:42,400 The I saw KBM changes PFP to something purple, so it's must 430 00:22:42,400 --> 00:22:44,640 be coded. Ye it's nice username though. 431 00:22:44,640 --> 00:22:46,440 You got IE username. That's not a lie. 432 00:22:47,320 --> 00:22:51,520 That's ieyou.com two time you you you cooking you cooking. 433 00:22:51,680 --> 00:22:53,320 I love how my time. I have no idea what's going on. 434 00:22:53,320 --> 00:23:00,240 Anyways, I actually don't know. Anyways, Tyler, top news, baby. 435 00:23:00,320 --> 00:23:02,560 Take us through it. Yeah. 436 00:23:02,600 --> 00:23:03,800 I mean, we talked about the reserve. 437 00:23:03,800 --> 00:23:04,800 That was definitely the top news. 438 00:23:04,800 --> 00:23:07,200 I think this Ave. buyback is a pretty big deal. 439 00:23:07,200 --> 00:23:09,600 Buybacks have been hot. We've been talking about, you 440 00:23:09,600 --> 00:23:12,160 know, D Phi, D Gen. D Phi. 441 00:23:13,160 --> 00:23:18,200 So this plan for this next phase of Aveenomics dropped yesterday. 442 00:23:18,840 --> 00:23:21,040 They're going to be redistributing excess protocol 443 00:23:21,040 --> 00:23:22,440 revenue. They're going to deprecate their 444 00:23:22,440 --> 00:23:24,000 lend token. They're going to restructure 445 00:23:24,000 --> 00:23:26,040 their liquidity and then introduce this buyback and 446 00:23:26,040 --> 00:23:28,320 distribute program that that's clearly what everyone cares 447 00:23:28,320 --> 00:23:30,800 about. It's mandated to purchase $1 448 00:23:30,800 --> 00:23:35,600 million of the Ave. token per week for the next six months. 449 00:23:35,600 --> 00:23:37,960 It's going to be financed through their monthly treasury 450 00:23:37,960 --> 00:23:40,320 allocations. OK. 451 00:23:40,520 --> 00:23:42,520 Once they're going to. Go into a quarterly review 452 00:23:42,520 --> 00:23:46,160 system and then the buybacks are going to be sized according to 453 00:23:46,160 --> 00:23:49,400 how protocol revenue is trending at that time along with the 454 00:23:49,400 --> 00:23:54,720 Dow's overall budget. And then they're also going to 455 00:23:55,200 --> 00:23:59,520 formally end the lend token migration and reclaim 320,000 456 00:23:59,600 --> 00:24:03,480 Avenue $65 million and directed into their ecosystem reserve as 457 00:24:03,480 --> 00:24:07,840 a part of this as well. So pretty big news, right? 458 00:24:07,840 --> 00:24:11,520 I mean, Ave. clearly one of the, the leaders in D5 the market 459 00:24:11,520 --> 00:24:14,120 loved the news. I think it was up 25% when I 460 00:24:14,120 --> 00:24:19,040 checked this morning. So there's another like this 461 00:24:19,040 --> 00:24:22,680 trend is clearly growing and being stronger and I think we 462 00:24:22,680 --> 00:24:25,600 can expect more of it now. I mean, Ave. looks like a pretty 463 00:24:25,600 --> 00:24:27,520 strong continuous. It's a lot of ongoing by 464 00:24:27,520 --> 00:24:28,880 pressure. They're killing it. 465 00:24:28,880 --> 00:24:30,280 Man, that's right. That actually looks pretty good. 466 00:24:30,560 --> 00:24:33,720 Another line. I spoke about this for a bunch 467 00:24:33,720 --> 00:24:36,080 of these actually. I went on the nifty portal. 468 00:24:36,080 --> 00:24:37,760 What was they called that Bodogo show? 469 00:24:38,040 --> 00:24:39,040 Bodogo? 'S end. 470 00:24:39,840 --> 00:24:43,120 Yeah, me and me and PO spoke about when did you do? 471 00:24:43,120 --> 00:24:45,520 That yesterday we. Spoke about microstructure, 472 00:24:45,600 --> 00:24:52,840 yeah, yeah, went on there doing the doing the circuit and if 473 00:24:52,840 --> 00:24:55,960 you, if you bring up Artemis dot XYZ, you can you can see like 474 00:24:55,960 --> 00:25:01,120 the XYZ. Data standard for digital 475 00:25:01,120 --> 00:25:02,920 finance, is that what it is? It's the one. 476 00:25:03,560 --> 00:25:07,000 And then you look at token revenue points to terminal. 477 00:25:08,840 --> 00:25:10,640 Wait, this is nice. Oh yeah, yeah, yeah, I've seen 478 00:25:10,640 --> 00:25:11,840 this. This is one of the best. 479 00:25:11,920 --> 00:25:16,120 Ones I think in my opinion, but yeah, if you go to projects. 480 00:25:17,280 --> 00:25:21,680 Projects and then you. Sort it by annualized revenue, 481 00:25:21,680 --> 00:25:26,560 30 day might take a little bit of time to yeah, you can kind of 482 00:25:26,560 --> 00:25:29,320 see that if some of these D5 protocols move this way in the 483 00:25:29,320 --> 00:25:32,120 same way that you know, radium did, Jupiter did, I thought 484 00:25:32,120 --> 00:25:33,760 Jupiter. Started to buy back yesterday. 485 00:25:34,440 --> 00:25:40,240 Yeah, they make a lot, right. Like the whole I think it was 486 00:25:40,240 --> 00:25:44,080 really just preserved like hyper liquid and and radium before. 487 00:25:44,080 --> 00:25:48,400 But like that's why maker people get bullish on maker, are they? 488 00:25:49,200 --> 00:25:50,840 Yeah, it's not loading. Wow. 489 00:25:51,760 --> 00:25:52,520 It must. Be me. 490 00:25:53,480 --> 00:25:55,400 No, it must be me. My, you know, my Wi-Fi is 491 00:25:55,400 --> 00:25:56,760 fucking trash anyway. Oh yeah, yeah. 492 00:25:59,760 --> 00:26:02,400 And yeah, they make decent amount of money. 493 00:26:02,400 --> 00:26:08,040 So, so you can look at these that pretty, pretty confidently. 494 00:26:08,040 --> 00:26:12,200 I think Ave's kind of ingrained in so much of D Phi, right. 495 00:26:12,200 --> 00:26:15,320 So it's not one which I think has it has a pretty strong Moat 496 00:26:15,320 --> 00:26:19,120 that one. But yeah, I think, I think D Phi 497 00:26:19,440 --> 00:26:23,520 as a sector has broadly outperformed this sell off 498 00:26:26,480 --> 00:26:32,320 things like maker, things like well, I guess bearer and and 499 00:26:32,360 --> 00:26:34,680 Sonic Bear's killing. It yeah, was strong. 500 00:26:34,680 --> 00:26:37,360 Before, but had a weak period, but like over the last month, 501 00:26:37,360 --> 00:26:42,240 for example, they've done well and then what else would it work 502 00:26:42,240 --> 00:26:45,880 class into that? Like yeah, I think Solana Defy 503 00:26:45,880 --> 00:26:49,040 got got hammered. But but other forms of Defy have 504 00:26:49,040 --> 00:26:50,840 done relatively well, particularly Defy. 505 00:26:50,840 --> 00:26:55,800 So I think I think D5's hit. I think it was quite telling 506 00:26:55,800 --> 00:27:01,080 that that quiz meme is at 15,000,000 and not like 150 507 00:27:01,120 --> 00:27:02,520 million, right? Right. 508 00:27:02,520 --> 00:27:05,120 You that that quiz thing like I was thinking the opposite. 509 00:27:05,120 --> 00:27:07,840 I was thinking that everywhere. That meme I didn't. 510 00:27:07,840 --> 00:27:10,120 Catch it, we should talk about that the Tyler because it was 511 00:27:10,120 --> 00:27:11,800 the daily router. You know, when, when I go to the 512 00:27:11,800 --> 00:27:15,480 notification of Tyler posting a daily router, I was dying 513 00:27:15,480 --> 00:27:18,320 laughing because I know he fully stopped for a minute because he 514 00:27:18,320 --> 00:27:19,560 used to like there was always one daily. 515 00:27:19,560 --> 00:27:21,880 So he would post like, hey, like, but I obviously like he'd 516 00:27:21,880 --> 00:27:23,640 be careful. Like you'd never post like on to 517 00:27:23,640 --> 00:27:26,640 like 20304050 mil. But anyways, like, and I start 518 00:27:26,640 --> 00:27:28,840 yesterday. I was like, oh, we're so back, 519 00:27:29,160 --> 00:27:31,120 We're so back. And then I asked him why we 520 00:27:31,120 --> 00:27:33,280 missed it. But let's talk about that. 521 00:27:33,320 --> 00:27:36,280 I someone just commented on that thing saying I forgot what GD 522 00:27:36,280 --> 00:27:40,800 fans actually looks like. Well, yeah, part of the reason I 523 00:27:40,800 --> 00:27:44,920 could clearly pumped into the Trump speech last night. 524 00:27:44,960 --> 00:27:46,560 Yeah, obviously. The joint houses of. 525 00:27:46,560 --> 00:27:50,240 Congress and JD was just featured behind Trump, right? 526 00:27:50,240 --> 00:27:52,000 He was. Right there and his. 527 00:27:52,000 --> 00:27:54,280 Facial expressions were just hilarious, right? 528 00:27:54,280 --> 00:27:55,560 Like he he looked like a little kid. 529 00:27:55,560 --> 00:27:58,320 He was just like when they. Booted the guy out, the Al Green 530 00:27:58,320 --> 00:28:00,160 guy when they booted him out GD events like. 531 00:28:02,320 --> 00:28:03,360 Yeah, I know. It's real loud. 532 00:28:06,760 --> 00:28:09,480 So that was hilarious. And then like, that amplified 533 00:28:09,480 --> 00:28:11,200 the meme. But like, of course, and in 534 00:28:11,200 --> 00:28:13,240 hindsight, like, that was the attention of it. 535 00:28:13,240 --> 00:28:16,120 And now it's been selling off here since. 536 00:28:16,560 --> 00:28:19,040 Then if if. I were him, I would lean into it 537 00:28:19,440 --> 00:28:23,280 like the funniest thing that he could do would be to post it. 538 00:28:23,720 --> 00:28:26,360 Do you know what I? Mean Trump, would he? 539 00:28:26,360 --> 00:28:30,440 Would get so much credibility if he just posted it and owned it 540 00:28:30,840 --> 00:28:33,240 rather than it just being this like Internet sensation that's 541 00:28:33,240 --> 00:28:36,080 happened and him just acting like it's not that I was if. 542 00:28:36,720 --> 00:28:40,040 I. If I was managing him, I'd be I 543 00:28:40,040 --> 00:28:43,720 post it and say say say please. He actually. 544 00:28:43,720 --> 00:28:45,400 Seems like the kind of guy who would do that. 545 00:28:45,400 --> 00:28:47,520 I mean, yeah, he does. He's obviously a sharp guy. 546 00:28:47,760 --> 00:28:48,640 He's younger. Right. 547 00:28:48,760 --> 00:28:52,800 So if it's possible. It's non 0 like I'm not saying 548 00:28:52,800 --> 00:28:56,000 that's a pump please, I'm just saying it would be Oh yeah that. 549 00:28:56,000 --> 00:28:56,920 Thing's probably cooked right now. 550 00:28:56,920 --> 00:29:01,040 I mean in in a bowl bowl like raging like this token would 551 00:29:01,040 --> 00:29:03,480 have gone to 100 million a day probably to 0 the day after. 552 00:29:03,480 --> 00:29:10,400 But it looks like the ceiling here was 203030 flash 2025 to 30 553 00:29:10,400 --> 00:29:11,840 mil. Not bad. 554 00:29:12,800 --> 00:29:15,720 Where is the vape cabal? Like it's starting to get a 555 00:29:15,720 --> 00:29:18,360 little bit crazy to me that like they've literally just all 556 00:29:18,360 --> 00:29:19,520 stopped posting. Are they? 557 00:29:19,520 --> 00:29:23,400 Like I even messaged TG and I was like, dude, like what the 558 00:29:23,400 --> 00:29:25,840 hell is going on here? Like, well, the answer. 559 00:29:25,840 --> 00:29:28,480 You are you going to be? Wallowing forever or you just 560 00:29:28,480 --> 00:29:30,720 like you know where they are. Where are they? 561 00:29:31,080 --> 00:29:32,880 Well, you know, you just. Talk to the threat guy. 562 00:29:33,600 --> 00:29:34,080 No, no. I. 563 00:29:34,080 --> 00:29:36,080 Just messaged him, he didn't reply. 564 00:29:37,040 --> 00:29:39,240 I don't know, they're taking a mental health break kind. 565 00:29:40,560 --> 00:29:45,320 Of Wild Well Rasmus. Said that Frank is low key 566 00:29:45,320 --> 00:29:47,480 trading. Sure he is. 567 00:29:47,480 --> 00:29:49,680 He's got the anonymous wallets now, right? 568 00:29:49,680 --> 00:29:50,320 I mean when you're. Hooked. 569 00:29:50,320 --> 00:29:52,040 You're hooked right, like you're not just going to stop trading. 570 00:29:53,760 --> 00:29:57,000 I don't know dude, I don't know. I mean, hey, the right guy. 571 00:29:57,200 --> 00:29:58,840 If you want to come on the show, just chat. 572 00:29:59,400 --> 00:30:00,880 We're here. I mean, they're they're all 573 00:30:00,880 --> 00:30:03,040 welcome to come on the show and have a chat. 574 00:30:03,880 --> 00:30:06,840 Hey, they should clip that. Where's the block news guy? 575 00:30:08,880 --> 00:30:10,120 You know, I don't know where they are. 576 00:30:10,120 --> 00:30:13,160 I haven't spoken to anyone. Banks have been tweeting here 577 00:30:13,160 --> 00:30:15,560 and there, but he's like more of a personality outside of crypto 578 00:30:15,560 --> 00:30:17,240 too, right? Like he has like the phase stuff 579 00:30:17,240 --> 00:30:18,880 going on. So it's not like he can't just 580 00:30:19,200 --> 00:30:21,000 he can't just like leave the surface of the earth. 581 00:30:21,760 --> 00:30:23,560 But no, I don't know. I don't know. 582 00:30:24,640 --> 00:30:26,760 I have no idea. We need daily runners. 583 00:30:26,760 --> 00:30:29,800 So would be nice. Then you got to. 584 00:30:29,800 --> 00:30:33,280 Take a look at at AVAX. Yes, let's speak about that and 585 00:30:33,280 --> 00:30:35,640 I see Tarun here in the in the in the studio. 586 00:30:35,640 --> 00:30:37,880 We'll get to you in a in a few minutes here, but let's talk 587 00:30:37,880 --> 00:30:40,520 about Avax, that BLOB BLOB. Is that what it is? 588 00:30:40,520 --> 00:30:43,320 Did you guys get into the pre sale or the weightless was it 589 00:30:43,320 --> 00:30:44,520 was list? Is that how it worked? 590 00:30:44,760 --> 00:30:46,640 And then I. Pulled up the application and 591 00:30:46,640 --> 00:30:50,400 then I got lazy and now I'm slamming my desk and now you're. 592 00:30:50,400 --> 00:30:53,800 Poor. An application where a $500 593 00:30:53,800 --> 00:30:57,720 allocation, which was like the average that people got that was 594 00:30:57,760 --> 00:31:00,880 it's like a 65X here. So it's worth $30,000. 595 00:31:02,520 --> 00:31:07,000 They raised it a million and the the top one, the top alloy was 596 00:31:07,000 --> 00:31:09,920 $1300.00. So that's six figures now. 597 00:31:09,920 --> 00:31:16,920 Wow at these prices. My my objective take was that 598 00:31:16,920 --> 00:31:18,840 these were going to be descending roller coaster loops 599 00:31:18,840 --> 00:31:20,920 like how are you going to continue to have these just like 600 00:31:21,080 --> 00:31:24,640 massively public and hyped pre sales and like so this is the. 601 00:31:24,680 --> 00:31:27,760 Third one right, This is the. 3rd So you have cat which is 602 00:31:27,760 --> 00:31:29,840 still cat's up 30% at 330 million. 603 00:31:29,840 --> 00:31:31,240 So it's doing well. Holy. 604 00:31:31,920 --> 00:31:36,760 Shit, Avax is cooking. Yeah, it's doing very well. 605 00:31:39,360 --> 00:31:41,640 That's the one that people think has a shot to like, go to a 606 00:31:41,640 --> 00:31:44,240 billion on AVAX Char looks pretty good. 607 00:31:46,320 --> 00:31:48,320 Wink. Wink got destroyed, so it looks 608 00:31:48,320 --> 00:31:53,960 like Wink got displaced by BLOB. Wink was the second one. 609 00:31:56,520 --> 00:31:58,440 Oh wow, yeah. Yeah, yeah, you can still win. 610 00:31:58,440 --> 00:32:01,480 BLOB launched and now. There's like already like hot 611 00:32:01,480 --> 00:32:05,440 new pre sales running for the next one and like they're all 612 00:32:05,440 --> 00:32:08,000 that's like the kind of same cartoon animated style. 613 00:32:08,000 --> 00:32:09,960 So I mean, people are going to continue to compete for them, 614 00:32:10,040 --> 00:32:19,360 but who, who's lining up to buy the, the pre sellers 50X every 615 00:32:19,360 --> 00:32:21,440 week on AVAX? I guess I just need to say a 616 00:32:21,440 --> 00:32:23,840 little bit more substance like what these memes are. 617 00:32:23,840 --> 00:32:27,600 But I, I will say like we, we, we're talking like, what's the 618 00:32:27,640 --> 00:32:30,080 fairway to launch pre sales? And this seems to be like one of 619 00:32:30,080 --> 00:32:31,920 the fairest ways to launch a coin, right? 620 00:32:32,000 --> 00:32:33,200 Correct. You open up. 621 00:32:33,200 --> 00:32:36,320 Applications people got to buy in and then if you want to buy 622 00:32:36,320 --> 00:32:40,560 it on the secondary market you can so they're having some 623 00:32:40,560 --> 00:32:44,280 success and clearly AVAX is cooking their unique addresses 624 00:32:44,280 --> 00:32:49,480 are up to 350,000 three X yeah where they were so they're 625 00:32:49,480 --> 00:32:52,440 benefiting from it it's. Definitely working. 626 00:32:52,560 --> 00:32:54,440 Mandy, you didn't get in the blood presale. 627 00:32:55,600 --> 00:32:58,760 You're a big. AVAX guy I I. 628 00:32:58,800 --> 00:33:00,480 Saw it and I was like what the fuck is that? 629 00:33:00,480 --> 00:33:03,640 Like it's funny. Though the character is funny, 630 00:33:03,640 --> 00:33:06,120 I'm not going to lie. Yeah, it is funny. 631 00:33:07,080 --> 00:33:07,800 Yeah. I don't know. 632 00:33:07,800 --> 00:33:09,880 It's just, it's just so. Redacted. 633 00:33:09,880 --> 00:33:10,760 It's funny. I don't know. 634 00:33:11,000 --> 00:33:13,720 Real quick, I know. We got to go to our guest on 635 00:33:13,720 --> 00:33:16,600 Bear Chain. This Henlo token this. 636 00:33:17,200 --> 00:33:18,880 Yes, so like. Yeah, there's now this beef 637 00:33:18,880 --> 00:33:23,400 between I guess it's been going for a while, but like Sina's his 638 00:33:23,400 --> 00:33:25,880 Henlo token, which is tied to like, yeah, which by. 639 00:33:25,880 --> 00:33:29,560 The way what happened to all the big CT guys talk about Henlo 640 00:33:29,560 --> 00:33:34,160 every day, that base one and then just dumping it to Valhalla 641 00:33:34,880 --> 00:33:37,760 and meanwhile I get called out by Jesse for selling tokens when 642 00:33:37,760 --> 00:33:41,320 I've been holding my handle in my Gaias for over one year. 643 00:33:42,000 --> 00:33:46,600 Like what But now? That the Yanni guy who's who's 644 00:33:46,680 --> 00:33:50,160 he was a seed investor in Bear Island he's behind Romain he 645 00:33:50,560 --> 00:33:54,800 he's building out this mechanism to full port from the other 646 00:33:54,800 --> 00:33:57,040 Henlo token on base to his token you're. 647 00:33:57,040 --> 00:34:02,000 Kidding me? So it's a, it's a real PvP that 648 00:34:02,000 --> 00:34:04,880 is the. Most insane PvP thing I've ever 649 00:34:04,880 --> 00:34:08,400 heard of in meme coins. Yes, like Mando. 650 00:34:08,400 --> 00:34:09,960 Had the dust to a buck thing, whatever. 651 00:34:09,960 --> 00:34:11,600 Like that's a duster within the same thing. 652 00:34:11,880 --> 00:34:14,239 This is insane. This is a tool that helps you 653 00:34:14,239 --> 00:34:17,199 sell your handle on base for handle on Barra. 654 00:34:17,920 --> 00:34:19,520 Yeah, I just, I just sent it to you. 655 00:34:21,000 --> 00:34:26,360 He's working with Gun dot. Fun kind of ridiculous name Gun. 656 00:34:26,360 --> 00:34:30,920 Dot fun. And and yeah, it's I'm quoting 657 00:34:30,920 --> 00:34:33,679 to make it easy to port from Henlo card on base across the 658 00:34:33,679 --> 00:34:40,239 Henlo on Barra in one click. That is insane Oh my God. 659 00:34:40,639 --> 00:34:44,199 And they got at Henlo. Oh my God this is insane PvP 660 00:34:44,199 --> 00:34:47,440 bro. That. 661 00:34:47,440 --> 00:34:50,480 Is insane and when on. Barra, I mean that chart looks 662 00:34:50,480 --> 00:34:53,440 pretty good. Dude, Barra looks good. 663 00:34:53,560 --> 00:34:58,080 Like the whole ecosystem, all of it, the underlying asset, the 664 00:34:58,120 --> 00:35:00,440 ecosystem, like absolutely everything looks good on there, 665 00:35:00,440 --> 00:35:01,720 right? What's Berra trading at right 666 00:35:01,720 --> 00:35:04,160 now in this market? 650, I think it's down a little 667 00:35:04,160 --> 00:35:08,520 bit from last week's guys, but. 650 is really good. 668 00:35:08,600 --> 00:35:11,800 It's hanging out, just chilling, huh? 669 00:35:11,840 --> 00:35:13,520 Did you see yesterday the short squeeze on Kaido? 670 00:35:15,040 --> 00:35:17,080 I missed it but I saw it was back up today. 671 00:35:17,240 --> 00:35:19,240 Dude it. Went to 140 and it squeezed the 672 00:35:19,240 --> 00:35:23,240 shorts to $2.00. Wow it's insane in like 1 candle 673 00:35:23,240 --> 00:35:25,800 guys seems. Like a bad token to try to be 674 00:35:25,800 --> 00:35:28,560 short to me. Yeah, I mean, especially when 675 00:35:28,560 --> 00:35:32,200 supply is heavily like locked, like anyone could just like fuck 676 00:35:32,200 --> 00:35:33,840 you up. So there was that, that was 677 00:35:33,840 --> 00:35:35,960 interesting. And then there's there's a pre 678 00:35:35,960 --> 00:35:38,120 stain, there's a handle saying, see, there's still, there's the 679 00:35:38,120 --> 00:35:39,800 BLOB thing. I mean, there's still stuff 680 00:35:39,800 --> 00:35:42,040 going on. You just got to really, you 681 00:35:42,040 --> 00:35:43,520 know, it's tough. It's tough. 682 00:35:43,520 --> 00:35:45,040 You got to be active across different chains. 683 00:35:45,040 --> 00:35:47,000 And it's not like it's like several things happening on 684 00:35:47,000 --> 00:35:51,120 multiple chains at once, like one thing happening to stuff. 685 00:35:51,120 --> 00:35:54,120 So you can people have money on every single chain at all times, 686 00:35:54,120 --> 00:35:55,240 right? So it's tough. 687 00:35:55,240 --> 00:35:57,320 Anyways, another news, I don't know if this is news, but 20 688 00:35:57,320 --> 00:36:00,440 minutes ago Intel pretty clear Fed is going to lower rates per 689 00:36:00,440 --> 00:36:02,160 Mcnutchin. So I don't know what that means, 690 00:36:02,160 --> 00:36:02,960 but you know, means.