1 00:00:05,240 --> 00:00:09,720 Good morning. Good morning everyone, GMGM and 2 00:00:09,720 --> 00:00:13,200 welcome to another episode of FOMO. 3 00:00:13,200 --> 00:00:18,840 Our today your day is Tuesday, June 24, 2025. 4 00:00:19,400 --> 00:00:23,120 Folks, it was, it has been an eventful start through the week 5 00:00:23,200 --> 00:00:26,280 to say the least. There is a ceasefire on the 6 00:00:26,280 --> 00:00:29,040 table. It's sort of been broken a few 7 00:00:29,040 --> 00:00:31,840 times. Trump is cussing as he's 8 00:00:31,840 --> 00:00:34,320 describing the situation. Meanwhile, markets are 9 00:00:34,320 --> 00:00:38,320 rebounding fiercely. And so we are asking today, is 10 00:00:38,320 --> 00:00:42,480 the war bottom behind us or are we in for more pain? 11 00:00:42,480 --> 00:00:44,440 We're going to break it all down on today's show. 12 00:00:44,720 --> 00:00:47,320 No for Oak, he's out all week. But we got Mando and Logan in 13 00:00:47,320 --> 00:00:49,880 the house, boys. How you doing, Jim Mando? 14 00:00:51,040 --> 00:00:52,920 GM man, I am. I'm doing good. 15 00:00:52,920 --> 00:00:54,480 I'm doing good. My birthday yesterday. 16 00:00:54,920 --> 00:00:58,960 I've just been catching up with stuff today catching strays. 17 00:01:01,240 --> 00:01:05,640 Catching strays from rival casino products and and articles 18 00:01:05,680 --> 00:01:10,200 being written it seems things you hate to see but loved your 19 00:01:10,200 --> 00:01:14,000 response. Yeah, well, I woke up after my 20 00:01:14,000 --> 00:01:17,800 birthday check CT, but I'd do some positive tweets. 21 00:01:19,840 --> 00:01:22,240 Well, the shirt is on today. He's taking marriage very 22 00:01:22,240 --> 00:01:24,360 seriously, folks. We've also got Logan on with us. 23 00:01:24,400 --> 00:01:25,800 Always serious. Logan, Jim. 24 00:01:26,040 --> 00:01:28,360 Hey, good morning. I missed the birthday. 25 00:01:28,360 --> 00:01:31,000 I'm sorry, Mando, happy birthday, I belated at this 26 00:01:31,000 --> 00:01:34,680 point. Yeah, I'm 34. 27 00:01:36,280 --> 00:01:39,120 Nice. I I normally tell people I'm not 28 00:01:39,120 --> 00:01:42,400 much of AA birthday person, so I typically default to 29 00:01:42,400 --> 00:01:45,120 congratulations on being old. It's kind of like my little 30 00:01:45,120 --> 00:01:47,480 thing for so Congrats on being old. 31 00:01:48,080 --> 00:01:49,800 Nevertheless, I'm I'm doing well here. 32 00:01:49,800 --> 00:01:52,800 It's extremely hot. One more time market following 33 00:01:52,800 --> 00:01:56,080 in kind today. Indeed, we're we're finally 34 00:01:56,080 --> 00:01:59,200 going to get past the heat. I think in the mid 30s, mid 30s 35 00:01:59,200 --> 00:02:03,200 are great. It's like the body typically 36 00:02:03,480 --> 00:02:06,160 holds up to the 30s. I feel like 40s when things 37 00:02:06,160 --> 00:02:08,280 start to get a little, a little iffy. 38 00:02:08,280 --> 00:02:10,560 That's what that's what I'm saying. 39 00:02:10,600 --> 00:02:13,560 So enjoy it. Hopefully you had a good one, 40 00:02:14,280 --> 00:02:16,160 folks. What are we talking about on 41 00:02:16,160 --> 00:02:17,600 today's show? We're going to start with 42 00:02:17,600 --> 00:02:19,560 Mando's market report. We've got this week. 43 00:02:19,560 --> 00:02:23,040 I response against the US. We got the ceasefire. 44 00:02:23,040 --> 00:02:26,760 Is it going to last? We saw huge moves across majors, 45 00:02:26,800 --> 00:02:30,120 alts and memes on the back of that circle punch more 46 00:02:30,120 --> 00:02:32,720 yesterday, maybe cool enough. It was actually open to red 47 00:02:32,720 --> 00:02:35,600 today. Trump, it's cruising the 80 48 00:02:35,600 --> 00:02:39,200 billion in stables. We had seven at least seven 49 00:02:39,200 --> 00:02:41,320 different corporate treasury announcements yesterday. 50 00:02:42,040 --> 00:02:44,560 Texas is becoming the first state to buy Bitcoin. 51 00:02:45,280 --> 00:02:48,760 The the Housing Authority in the US now studying crypto as 52 00:02:48,760 --> 00:02:51,040 collateral. That was a big one a couple big 53 00:02:51,040 --> 00:02:55,000 raises, one on mega ETH and now one from Polymarket breaking 54 00:02:55,000 --> 00:02:58,040 before the show yesterday. We missed those NFTS and 55 00:02:58,040 --> 00:03:00,120 Telegraph sticker sales. We might dive into that later 56 00:03:00,120 --> 00:03:02,800 today as well. So we've got a lot to cover 57 00:03:02,800 --> 00:03:05,360 before we dive in Shout out to our partners starting with 58 00:03:05,360 --> 00:03:08,320 wallet connect wallet connect is the connectivity network shaping 59 00:03:08,320 --> 00:03:11,240 the future of on chain UX. 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And Kraken Pro gives active 65 00:03:27,120 --> 00:03:30,520 traders exactly what they need, deep liquidity, full 66 00:03:30,520 --> 00:03:33,640 customization and 350 plus trading pairs. 67 00:03:33,720 --> 00:03:36,800 Build your own layout with drag and drop modules and train 68 00:03:36,800 --> 00:03:39,240 seamlessly across desktop or mobile. 69 00:03:39,520 --> 00:03:43,840 Go to pro.kraken.com and trade without trade-offs. 70 00:03:44,440 --> 00:03:47,480 All right and up, if you're ready, let's get into it. 71 00:03:51,040 --> 00:03:56,840 Oh, is that music? Can. 72 00:04:00,800 --> 00:04:03,680 You dig? It GM everyone so yeah we 73 00:04:04,120 --> 00:04:07,560 probably a good day all round feels like we're getting closer 74 00:04:07,560 --> 00:04:12,800 to the end of Israel versus Iran situation Trump has been calling 75 00:04:12,800 --> 00:04:16,839 it the 14 day war. There is a loose ceasefire in 76 00:04:16,839 --> 00:04:21,079 place now. There's been ceasefires before 77 00:04:21,200 --> 00:04:26,040 between is from Hezbollah and Israel, Hamas and and they've 78 00:04:26,040 --> 00:04:31,360 been broken before. The one they do, they tend to 79 00:04:31,400 --> 00:04:34,680 have periods of like just after the ceasefire, both both plain, 80 00:04:34,920 --> 00:04:38,960 you know, to have broken it. And then normally a few days 81 00:04:38,960 --> 00:04:40,800 later things start to like cool down. 82 00:04:40,800 --> 00:04:46,080 So hopefully we've got probably another 2448 hours of they did 83 00:04:46,080 --> 00:04:49,160 this. And then maybe after that it 84 00:04:49,160 --> 00:04:51,880 will it will calm down. I've never seen Trump as 85 00:04:51,880 --> 00:04:55,960 animated as he was getting into the is the helicopter a plane? 86 00:04:57,800 --> 00:05:01,600 Definitely seems like he's not happy at this ceasefire breaking 87 00:05:01,600 --> 00:05:03,240 down. Must must not have slept that 88 00:05:03,240 --> 00:05:06,000 much I imagine over the last few days Trump. 89 00:05:06,720 --> 00:05:09,480 But it does feel as though we're getting towards the end of this, 90 00:05:09,480 --> 00:05:12,440 which I think is is a good thing. 91 00:05:12,440 --> 00:05:17,400 I think on the table now really as if this now turns into a 92 00:05:17,400 --> 00:05:23,320 broader peace process. Remember, Israel, Israel has has 93 00:05:23,320 --> 00:05:29,360 been fighting a mass Hezbollah, Iran, many of them are seen to 94 00:05:29,360 --> 00:05:32,160 be Israel proxies, the Houthis as well. 95 00:05:32,160 --> 00:05:34,680 So if there is going to be a peace process here, I think 96 00:05:34,680 --> 00:05:37,880 there will be an aim to try and do it across everything. 97 00:05:39,280 --> 00:05:42,480 And that might take a little bit longer, but I think that will be 98 00:05:42,480 --> 00:05:46,200 the aim of negotiators for sure here to try and put a bed to 99 00:05:46,200 --> 00:05:50,200 kind of everything. So I think that's it. 100 00:05:50,240 --> 00:05:56,640 I think that will be probably a win for for kind of all sides. 101 00:05:57,120 --> 00:06:02,800 I think. I think in terms of markets, we 102 00:06:02,800 --> 00:06:05,360 had a bit of a rally, but like stocks never really sold off. 103 00:06:05,360 --> 00:06:08,120 So it wasn't really like a a thing that really affected 104 00:06:08,120 --> 00:06:10,000 stocks. The main mover has been oil, 105 00:06:11,080 --> 00:06:15,440 which is down a decent amount. I think you had also other Gulf 106 00:06:15,440 --> 00:06:20,760 nations pumping a lot to kind of Quelvis Trump was saying that 107 00:06:20,760 --> 00:06:23,360 yesterday. So the fact that this is already 108 00:06:23,360 --> 00:06:27,160 over kind of points to the idea that, yeah, oil isn't going to 109 00:06:28,200 --> 00:06:30,200 gap up. I think. 110 00:06:32,040 --> 00:06:36,320 I think it also puts, I think oil is also pricing the idea of 111 00:06:36,320 --> 00:06:39,960 like maybe a wider peace process now after this as well, which 112 00:06:39,960 --> 00:06:42,000 would which would also take it lower. 113 00:06:42,000 --> 00:06:46,520 So, yeah, tough to be tough to be long on oil into the 114 00:06:46,520 --> 00:06:50,280 headlines that we got yesterday. I think, I think I think they're 115 00:06:50,280 --> 00:06:53,120 pretty bad if you if you're looking for geopolitics to flare 116 00:06:53,120 --> 00:06:58,840 up again in terms of macro stuff, there's been some light 117 00:06:58,840 --> 00:07:02,720 indications from Fed officials again that the July, that the 118 00:07:02,720 --> 00:07:06,920 July rate meeting might might be in play. 119 00:07:07,400 --> 00:07:10,280 So it'll be interesting how that develops over the next few 120 00:07:11,280 --> 00:07:13,160 weeks. I don't think it will be, but 121 00:07:13,160 --> 00:07:16,520 it's yeah, let's let's see that they are surging that at least 122 00:07:16,520 --> 00:07:20,080 we will get one odds at least assuming that we'll get one by 123 00:07:20,320 --> 00:07:24,360 September. But yeah, let's see, let's see 124 00:07:24,360 --> 00:07:28,520 how that one unfolds. In terms of crypto, it was 125 00:07:28,520 --> 00:07:30,240 mainly just more treasury headlines. 126 00:07:30,240 --> 00:07:33,960 The biggest one was probably Pomp known for the Pomp podcast 127 00:07:33,960 --> 00:07:37,400 raising 750 million looks like to buy Bitcoin. 128 00:07:38,360 --> 00:07:40,160 There's a weird like corporate structure around it feels like 129 00:07:40,160 --> 00:07:42,320 it's a merger at the same time with another company. 130 00:07:42,320 --> 00:07:45,960 So they're basically raising 750 million to buy Bitcoin, which is 131 00:07:45,960 --> 00:07:48,680 a good sign. And then Texas, Texas coming in 132 00:07:49,000 --> 00:07:53,320 going to buy 10 million Bitcoin, which is pretty wild of a state 133 00:07:53,320 --> 00:07:58,840 of that size, which which you think is quite, quite a big step 134 00:07:58,840 --> 00:08:02,600 change I think in how people will be crypto. 135 00:08:03,000 --> 00:08:05,480 And again just means that we'll see more and more of these 136 00:08:05,480 --> 00:08:10,120 treasury style companies. And I think that's going to be, 137 00:08:10,200 --> 00:08:15,000 I think that's going to be taken very, very positively on, on 138 00:08:15,000 --> 00:08:16,480 macro. I think we just had consumer 139 00:08:16,480 --> 00:08:20,080 confidence, but nothing there will will move the market that 140 00:08:20,080 --> 00:08:22,880 much. We had Tesla come out I think 141 00:08:22,880 --> 00:08:26,040 and, and announced their robo taxes are coming. 142 00:08:26,040 --> 00:08:29,560 So that's kind of taking NASDAQ, NASDAQ car yesterday and today, 143 00:08:30,240 --> 00:08:34,120 but pretty quiet I think overall, overall there. 144 00:08:34,559 --> 00:08:38,120 But yeah, same same trend of treasury companies buying 145 00:08:38,120 --> 00:08:41,159 Bitcoin. Oh, the metaplanic also said 146 00:08:41,159 --> 00:08:42,360 they're going to buy 5 billion as well. 147 00:08:42,360 --> 00:08:47,040 I think so for good measure. So yeah, that's it. 148 00:08:47,680 --> 00:08:50,680 Yeah, the, the corporate treasury stuff was, was wild. 149 00:08:50,680 --> 00:08:55,880 I'll, I'll just run through the, the list that I had for, for my 150 00:08:55,880 --> 00:08:57,440 newsletter. I, I just put it in its own 151 00:08:57,440 --> 00:08:58,520 section. There were so many. 152 00:08:58,520 --> 00:09:03,320 So Pomp announced his $750 million raise Bitcoin company. 153 00:09:03,320 --> 00:09:07,280 We had this company called Sequans Communication. 154 00:09:07,280 --> 00:09:08,720 I think it's a semiconductor company. 155 00:09:08,720 --> 00:09:12,280 They're going to raise 380 million to buy Bitcoin. 156 00:09:12,400 --> 00:09:15,360 We've got this former hedge fund Coral Capital. 157 00:09:15,800 --> 00:09:21,200 They're raising 100 million to, to, to start up AB and B style 158 00:09:21,800 --> 00:09:23,560 treasury company. Sailor. 159 00:09:23,560 --> 00:09:25,920 We, we had his headline 245 Bitcoin last week. 160 00:09:25,920 --> 00:09:28,680 Metaplanet bought 1100 last week. 161 00:09:28,680 --> 00:09:32,320 They now have 11,000 bitcoins. So if folks haven't been 162 00:09:32,320 --> 00:09:33,720 following Metaplanet, they have been. 163 00:09:34,360 --> 00:09:37,120 I think they, I think they're #2 I don't have the data in front 164 00:09:37,120 --> 00:09:38,560 of me, but they have to be close. 165 00:09:38,560 --> 00:09:40,240 Do you know what Metaplanet does? 166 00:09:41,000 --> 00:09:43,960 They buy Bitcoin, no. No, they do hotels in Japan. 167 00:09:43,960 --> 00:09:46,800 Yeah, they have like a Bitcoin hotel. 168 00:09:47,000 --> 00:09:50,360 I, I looked that up a while ago. It's, I mean, par for the 169 00:09:50,360 --> 00:09:51,720 course. They didn't. 170 00:09:51,920 --> 00:09:54,360 They just had failing hotels and then they they pivoted to 171 00:09:54,400 --> 00:09:58,320 Bitcoin. And now they're hotels are doing 172 00:09:58,320 --> 00:10:02,200 better, I bet their stock ones has been doing quite well, I 173 00:10:02,240 --> 00:10:04,920 believe. Yeah. 174 00:10:04,920 --> 00:10:06,840 So what's up? Sorry to interrupt you, Tyler. 175 00:10:06,840 --> 00:10:08,520 No, no, no worries. It is. 176 00:10:09,360 --> 00:10:09,960 That's right. It's like. 177 00:10:10,160 --> 00:10:13,920 A hot they're like the whole the failed Holiday Inn of Japan 178 00:10:14,000 --> 00:10:16,720 decided that they were going to get in involved and buy Bitcoin 179 00:10:17,080 --> 00:10:18,200 and now everyone's heard of them. 180 00:10:18,520 --> 00:10:20,680 But they're like in in Japan, they're probably just known as 181 00:10:20,680 --> 00:10:23,720 like that weird place you once got a hotel in in some rogue 182 00:10:23,720 --> 00:10:27,800 city in the US. That's that's kind of what they 183 00:10:27,800 --> 00:10:31,720 are. Now they're worth 920 billion GP 184 00:10:31,720 --> 00:10:32,760 wise. What's GP wise? 185 00:10:33,400 --> 00:10:36,960 USD. About 150 now all. 186 00:10:37,200 --> 00:10:40,080 Right. So they're not, it's not huge. 187 00:10:40,080 --> 00:10:44,320 So it's like 635 million or something. 188 00:10:46,040 --> 00:10:48,680 It's one way to, to go about it, certainly. 189 00:10:48,680 --> 00:10:50,600 And then Trump media was another one. 190 00:10:50,600 --> 00:10:54,400 Not like it wasn't new news, but they basically confirm their 191 00:10:54,400 --> 00:10:56,960 plans. They're going to do 2.3 billion. 192 00:10:56,960 --> 00:10:59,840 They're also going to do a $400 million share buyback. 193 00:11:00,160 --> 00:11:04,760 So they are they're flushed with capital and they're finding ways 194 00:11:04,760 --> 00:11:07,960 to to use it. At least that seems to be the 195 00:11:08,520 --> 00:11:11,800 the trend there. The the rates move was a big one 196 00:11:11,800 --> 00:11:15,440 I was watching yesterday. So Bauman came out with some 197 00:11:15,440 --> 00:11:21,000 very dovish comments, basically said inflation has been pretty 198 00:11:21,000 --> 00:11:25,760 low and we're open to cutting as soon as July. 199 00:11:26,600 --> 00:11:32,560 And yesterday to the CME odds popped to 23% for July cut, 200 00:11:33,800 --> 00:11:36,840 which was a 50% move. But then Powell came out this 201 00:11:36,840 --> 00:11:42,880 morning and kind of squashed it and said, I'm not in a hurry to 202 00:11:42,880 --> 00:11:46,880 to do anything. And yes, inflation is low, but 203 00:11:47,000 --> 00:11:51,800 we know these tariffs are looming and they can still spike 204 00:11:51,800 --> 00:11:54,200 inflation. So this was actually one of my 205 00:11:54,200 --> 00:11:58,800 questions for you it. Does have everyone had to vote? 206 00:11:59,160 --> 00:12:02,960 So although he has the deciding vote, I'm just trying to put 207 00:12:03,200 --> 00:12:05,440 respective that like it, it probably puts on the card the 208 00:12:05,480 --> 00:12:09,520 September rate card if enough of the members think they should be 209 00:12:09,520 --> 00:12:12,200 a rate cut as well. Yeah, I mean it's definitely 210 00:12:12,200 --> 00:12:14,960 it's heavily favored. I mean we're we're looking at 211 00:12:15,400 --> 00:12:21,720 66% for one, 12% for two. So a massive favorite for a rate 212 00:12:21,720 --> 00:12:25,320 cut September, which I think is the consensus view right now is 213 00:12:25,320 --> 00:12:29,640 that we probably will not see one this summer, but the odds in 214 00:12:30,080 --> 00:12:32,640 July are are increasing. It's still a lot of time. 215 00:12:32,640 --> 00:12:36,000 I think the big one for me. So I'm starting to think of like 216 00:12:36,000 --> 00:12:37,160 what is the next summer catalyst? 217 00:12:37,160 --> 00:12:38,840 We kind of talked about this yesterday a little bit. 218 00:12:39,560 --> 00:12:43,680 If the war is behind us, what's next? 219 00:12:44,040 --> 00:12:48,200 I'm wondering if it's this July 9th tariff deadline so that the 220 00:12:48,200 --> 00:12:53,160 90 day pause that Trump put in. I believe that that comes up 221 00:12:53,160 --> 00:12:57,080 July 9th. And the reality is we haven't 222 00:12:57,080 --> 00:12:59,280 had a whole lot of progress on trade deals. 223 00:12:59,280 --> 00:13:03,600 I think the US got one done with the UK and that's pretty much 224 00:13:03,600 --> 00:13:05,040 it. So. 225 00:13:06,400 --> 00:13:11,640 I think, I think China, I mean, The thing is they'll just 226 00:13:11,640 --> 00:13:13,200 extend, right. If there's, if there's nothing 227 00:13:13,200 --> 00:13:15,520 on the table, like there's certainly been a lot on the 228 00:13:15,520 --> 00:13:17,800 table. It feels like the EU is becoming 229 00:13:17,800 --> 00:13:24,520 the more difficult one, which maybe is expected, but but I 230 00:13:24,520 --> 00:13:26,040 think we'll see trade deals. I just don't know how many we'll 231 00:13:26,040 --> 00:13:29,360 see. I, I, I don't know. 232 00:13:29,400 --> 00:13:32,920 I was thinking about that today, like in terms of the big 233 00:13:33,160 --> 00:13:38,360 geopolitic flare ups, right? Like what could really go wrong? 234 00:13:39,800 --> 00:13:45,120 Middle East is always there, but but there is somewhat of a light 235 00:13:45,120 --> 00:13:47,440 of the tunnel for the second-half of this year that 236 00:13:47,440 --> 00:13:51,200 you could get some sort of a deal in place. 237 00:13:52,160 --> 00:13:59,640 And let's see Ukraine, Russia. I do think that one of the by 238 00:13:59,640 --> 00:14:02,720 products of what Trump just did is that he's he's shown that 239 00:14:02,720 --> 00:14:08,360 he's he's not just a talker. You know, there's before there 240 00:14:08,360 --> 00:14:10,240 was a lot of like he never does anything, you know, he just he's 241 00:14:10,240 --> 00:14:13,880 all talk, right. I do think that with Russia, 242 00:14:14,000 --> 00:14:17,600 Ukraine, you'll get a peace deal as well in the coming months. 243 00:14:20,000 --> 00:14:23,120 And and then you really just left with Taiwan. 244 00:14:23,560 --> 00:14:26,920 I was thinking to myself, I was like, is, is that The thing is 245 00:14:26,920 --> 00:14:32,160 Taiwan the next one? I don't know, I don't know. 246 00:14:32,160 --> 00:14:35,200 China didn't get involved. Maybe maybe they they decide 247 00:14:35,200 --> 00:14:37,200 it's time. That's the only other like 248 00:14:37,200 --> 00:14:41,280 really big one on the horizon, if you don't count like the 249 00:14:41,280 --> 00:14:44,440 horrific civil wars going on in Sudan and and some of the other 250 00:14:45,120 --> 00:14:48,640 African nations at the moment. But that's like the the big one 251 00:14:48,640 --> 00:14:52,160 that would cause markets to to massively flare up. 252 00:14:54,520 --> 00:14:56,160 Let's see how the ads are turning. 253 00:14:56,160 --> 00:15:01,400 So I think a lot of sharper geopolitical experts that I 254 00:15:01,400 --> 00:15:06,920 follow still have China invading Taiwan, as is one of the bigger 255 00:15:07,080 --> 00:15:11,600 items to look out for. I wouldn't call it a favorite 256 00:15:11,600 --> 00:15:15,080 outcome, but they think it's a very real chance of it happening 257 00:15:15,520 --> 00:15:18,160 Now that that's at some point that's not in this year. 258 00:15:18,160 --> 00:15:19,960 They're not trying to predict exactly when it's going to 259 00:15:19,960 --> 00:15:22,640 happen. That does feel like the next 260 00:15:22,640 --> 00:15:24,080 one. So I think we we want to fade 261 00:15:24,080 --> 00:15:27,640 that from a geopolitical standpoint. 262 00:15:27,640 --> 00:15:30,320 I think from a domestic standpoint, it's really just 263 00:15:31,560 --> 00:15:35,800 inflation driven by the tariffs. Like we need tariff deals or 264 00:15:35,800 --> 00:15:39,880 delays. Like I'm trying to think of like 265 00:15:39,880 --> 00:15:42,000 what else goes wrong? Like what throws a monkey wrench 266 00:15:42,120 --> 00:15:42,920 in? This well, there's always 267 00:15:42,920 --> 00:15:44,920 something, isn't there? There's always something, I 268 00:15:44,920 --> 00:15:49,160 don't think many of us saw this coming two weeks ago when 269 00:15:49,160 --> 00:15:52,480 Bitcoin was sitting at 110K and it was at 2800. 270 00:15:53,440 --> 00:15:56,080 I did not see this escalation coming. 271 00:15:57,640 --> 00:16:01,560 I really, I really do start to think about these things. 272 00:16:01,560 --> 00:16:03,240 I'm just like, what is the thing? 273 00:16:06,560 --> 00:16:08,920 You know, you could, you could get a significant terrorist 274 00:16:08,920 --> 00:16:11,240 attack. That's what you could get here. 275 00:16:12,840 --> 00:16:15,640 That that's still on the table. I don't know, in like a Western 276 00:16:15,640 --> 00:16:20,400 nation that I think, I think that that that could happen to 277 00:16:20,400 --> 00:16:24,520 like derail a, a peace process potentially. 278 00:16:25,840 --> 00:16:29,760 I don't know how significant, but like that, that, that that 279 00:16:29,760 --> 00:16:38,960 could be on the cards. And then yeah, like it would 280 00:16:38,960 --> 00:16:42,480 have to be, we've got tariffs, which I, I think we're at Max 281 00:16:42,480 --> 00:16:44,920 tariffs. You know, I think they're 282 00:16:44,920 --> 00:16:47,040 probably going to come down from tariffs. 283 00:16:48,000 --> 00:16:50,680 It would really have to be like a bit of a, it would have to be 284 00:16:50,680 --> 00:16:52,800 rates going higher. I think would be the only thing 285 00:16:52,800 --> 00:16:55,280 that would really scare the market here if 10 year keeps 286 00:16:55,280 --> 00:17:00,160 going past 5%. Now it didn't really scare it 287 00:17:00,160 --> 00:17:02,760 that much. That was the first half this 288 00:17:02,800 --> 00:17:04,200 year. But I do think there's a level 289 00:17:05,240 --> 00:17:10,839 the the US pays three nearly $4 billion a day in in interest 290 00:17:10,839 --> 00:17:15,319 rates, interest payments, just just to be very, very clear 291 00:17:15,319 --> 00:17:19,319 about that. Like that is an absurd figure, 292 00:17:19,920 --> 00:17:25,520 absolutely absurd. Talk about like how much was 293 00:17:25,520 --> 00:17:28,960 given to Ukraine, right? About 40 billion, I think, or 294 00:17:28,960 --> 00:17:32,200 maybe close to 80 billion. That's like a month or two of 295 00:17:32,200 --> 00:17:39,040 interest payments. Like it is absurd how big the US 296 00:17:39,040 --> 00:17:40,800 interest rate payments are right now. 297 00:17:41,840 --> 00:17:46,600 And I think if they were to go up to like five 5% plus, I think 298 00:17:46,600 --> 00:17:50,280 people would be scared. So that, but that's that's my 299 00:17:50,320 --> 00:17:53,120 one I would say to be to watch out for. 300 00:17:53,880 --> 00:17:56,640 Oh, we, we spent a few weeks trying to fix that and talking 301 00:17:56,640 --> 00:17:59,120 about austerity measures and everyone freaked out. 302 00:17:59,200 --> 00:18:03,240 So, so, so we pivoted. We, we, we went Main Street over 303 00:18:03,240 --> 00:18:08,280 Wall Street for a, for a week and people did not like the SP, 304 00:18:08,560 --> 00:18:12,000 the, the S&P following. So now it's back within 1% of 305 00:18:12,000 --> 00:18:14,880 all time highs, but the debt is is going up. 306 00:18:15,800 --> 00:18:20,680 So pick, pick your poison. I'm gonna I'm gonna still play a 307 00:18:20,680 --> 00:18:29,040 game of like because I think people just So what are the 308 00:18:29,040 --> 00:18:34,200 larger single budget items on the US deficit? 309 00:18:36,360 --> 00:18:38,840 I would love to see like just to put in perspective for people 310 00:18:38,840 --> 00:18:48,400 how big this fucking is. So yeah, you spend more on 311 00:18:48,400 --> 00:18:51,240 interest than you do on defence. That is wild. 312 00:18:55,840 --> 00:19:01,440 Yeah. What things cost 30 billion? 313 00:19:04,040 --> 00:19:07,680 This is a this is this is really interesting to see what what 314 00:19:07,680 --> 00:19:12,760 gets spent. NASA NASA costs 30 billion. 315 00:19:13,240 --> 00:19:23,400 So that's a month interest. Wow, the total. 316 00:19:23,400 --> 00:19:26,640 So they want to talk about military aid, right or non 317 00:19:26,640 --> 00:19:29,160 military aid military. The aid budget is 30 billion. 318 00:19:31,000 --> 00:19:33,720 OK. So that gives you a sense again, 319 00:19:33,720 --> 00:19:36,720 like Elon, Elon going in there and being like, hey, we're going 320 00:19:36,720 --> 00:19:41,560 to cut all this this aid to other countries of which like 321 00:19:41,560 --> 00:19:51,560 Pakistan, Egypt, Israel, which other ones get big US, I think 322 00:19:51,720 --> 00:19:54,120 what about the biggest Ukraine, obviously. 323 00:19:54,360 --> 00:20:00,640 Yeah, Ukraine. Jordan, I think gets a lot. 324 00:20:03,040 --> 00:20:06,720 Yeah, this is just wild like. It puts it in perspective and 325 00:20:06,720 --> 00:20:12,240 it's just going to keep getting worse, unfortunately, which in 326 00:20:12,240 --> 00:20:17,240 theory it is also that one of the core theses behind stock 327 00:20:17,240 --> 00:20:22,800 markets going up, Bitcoin going up, it's just an increased 328 00:20:23,480 --> 00:20:24,960 printing. The other headline that I saw is 329 00:20:24,960 --> 00:20:30,040 somewhat related to this, and I don't know if we've talked about 330 00:20:30,040 --> 00:20:33,520 it on the show yet. And I'm curious for, for your 331 00:20:33,520 --> 00:20:37,560 thoughts is the other Fed change, I don't know that this 332 00:20:37,560 --> 00:20:40,200 is going in immediately, but I believe it's, it's happening 333 00:20:40,200 --> 00:20:43,160 potentially soon. Is there talking about easing 334 00:20:43,160 --> 00:20:47,240 one of these bank rules that allows that? 335 00:20:47,240 --> 00:20:51,160 That was if, if it was like tied to how they were doing their 336 00:20:51,160 --> 00:20:53,640 accounting. And as I understand it, it's, 337 00:20:53,640 --> 00:20:56,120 it's effectively going to make it easier for them to buy 338 00:20:56,120 --> 00:20:58,800 treasuries and it's going to loosen credit policy. 339 00:20:58,800 --> 00:21:03,920 So with the ultimate outcome of it driving more liquidity into 340 00:21:03,920 --> 00:21:07,440 the market, am I capturing that appropriately? 341 00:21:07,440 --> 00:21:11,640 Have you been following this? I'm trying to find the article 342 00:21:11,640 --> 00:21:15,280 here. For I mean, that's a, that's a, 343 00:21:15,360 --> 00:21:18,520 that's one way of saying it. I would say the other way of 344 00:21:18,520 --> 00:21:21,200 saying is saying that banks are probably less well capitalized, 345 00:21:21,200 --> 00:21:22,680 which is what happened after 2008. 346 00:21:24,200 --> 00:21:24,920 They're probably. Pitched. 347 00:21:25,000 --> 00:21:27,040 So that's the. You get more credit. 348 00:21:29,480 --> 00:21:32,800 Yeah, this is this looks like a retrenchment of some of the 2008 349 00:21:34,800 --> 00:21:37,880 Yeah, Glass Lewis acts I. Think it's the, the 350 00:21:37,880 --> 00:21:42,440 supplementary leverage ratio we're going to be changing that 351 00:21:42,680 --> 00:21:46,880 effectively looser capital requirements, more lending, but 352 00:21:46,880 --> 00:21:50,840 it it makes, it introduces a lot more fragility risk into the 353 00:21:50,880 --> 00:21:53,400 system. So what what could go, what 354 00:21:53,400 --> 00:21:57,680 could go wrong? So we'll that's another one to 355 00:21:57,680 --> 00:22:01,800 to look out for, I guess as a short term bullish catalyst. 356 00:22:01,800 --> 00:22:04,920 We don't know what it necessarily means longer term. 357 00:22:06,080 --> 00:22:10,680 Yes, short term, yeah, short term easing of 2008 bank 358 00:22:10,680 --> 00:22:14,920 liquidity rules is probably can lead to a bit of a, a bump. 359 00:22:15,760 --> 00:22:18,160 I, I, I wouldn't say it's my favorite time to do that given 360 00:22:18,160 --> 00:22:20,960 the amount of unrealised losses on a lot of these bank balance 361 00:22:20,960 --> 00:22:25,560 sheets right now. Let's see. 362 00:22:27,360 --> 00:22:28,720 You shall see. Indeed. 363 00:22:28,960 --> 00:22:30,680 Notable move in the Fear and Greed index. 364 00:22:30,680 --> 00:22:34,400 I think we're at 37, you know, stay already jumped to 47 and 365 00:22:34,400 --> 00:22:37,520 honestly, that is already it's it's wild how fast that can 366 00:22:37,520 --> 00:22:40,200 shift and you already see it since I've been on the timeline, 367 00:22:40,680 --> 00:22:43,240 I've I would argue it's probably already a bit higher than that. 368 00:22:43,240 --> 00:22:44,720 But like let's look at some of these moves. 369 00:22:44,720 --> 00:22:49,840 So Bitcoin one O 5 four up 3%. It feels like it's up even more 370 00:22:49,840 --> 00:22:51,640 than that. If I'm being bombed. 371 00:22:51,640 --> 00:22:58,520 I mean it was in 90 eights what on Sunday, So up a a solid 7000 372 00:22:58,520 --> 00:23:02,560 from there. ETH is back at 2430 outpacing 373 00:23:02,560 --> 00:23:06,200 Bitcoin on the day Solana outpacing it as well back at 374 00:23:06,200 --> 00:23:11,920 1:45 hype up 4 percent 37. I mean that that dip to 30 was 375 00:23:11,920 --> 00:23:15,520 erased rapidly. That was you. 376 00:23:15,520 --> 00:23:21,280 You had a day and a half, maybe less to to buy that dip. 377 00:23:21,560 --> 00:23:25,840 So clearly the money is waiting to jump in there say was the the 378 00:23:25,840 --> 00:23:28,520 leader. I thought this was just random, 379 00:23:28,520 --> 00:23:32,800 but apparently the state of Wyoming it is looking at 380 00:23:32,800 --> 00:23:35,040 partnering with say for their stable coin. 381 00:23:35,840 --> 00:23:37,000 Do I have the headline right? Logan? 382 00:23:37,000 --> 00:23:39,240 Did you have a chance to to? I did not see that. 383 00:23:39,520 --> 00:23:42,760 That seems really weird, but why not? 384 00:23:43,400 --> 00:23:46,880 Let's pull this up. Say price skyrockets as Wyoming 385 00:23:46,880 --> 00:23:48,520 considers it for a new stable coin. 386 00:23:49,520 --> 00:23:52,200 I, you know, I don't think that's what it really is. 387 00:23:52,280 --> 00:23:57,080 Like if you, if you've noticed that, that, that say was a very 388 00:23:57,080 --> 00:24:01,320 heavily or popular short in the market, I think before headline 389 00:24:01,320 --> 00:24:02,480 came out. There's there's a couple of 390 00:24:02,480 --> 00:24:04,920 others that had like monstrous move yesterday's move, you know, 391 00:24:04,920 --> 00:24:08,560 that token that like they've basically given up on that L1 392 00:24:09,160 --> 00:24:11,200 that had like a monstrous move yesterday. 393 00:24:11,200 --> 00:24:16,920 But this is trading at 1.6 billion. 394 00:24:18,640 --> 00:24:22,000 So if you if you zoom out on the safe chart, it kind of looks 395 00:24:22,000 --> 00:24:26,840 like that, but like it's it's you have some big moves. 396 00:24:26,840 --> 00:24:29,560 Basically. I think you had a big short 397 00:24:29,560 --> 00:24:32,160 squeeze in the market yesterday. Big, big short squeeze. 398 00:24:34,480 --> 00:24:38,880 The top movers were were I think a lot of the the tokens that 399 00:24:39,320 --> 00:24:42,040 that were heavily sorted and I think say is one of them. 400 00:24:42,360 --> 00:24:45,600 I think where did like Tia had a big move as well. 401 00:24:47,240 --> 00:24:51,840 Yeah, feels like. All these charts look the same. 402 00:24:53,560 --> 00:24:55,560 The the the one that I've been following is this. 403 00:24:55,560 --> 00:24:59,360 If you go into hyper liquid, this long hype and long Bitcoin 404 00:24:59,360 --> 00:25:02,440 short everything else, the vaults. 405 00:25:02,440 --> 00:25:05,480 If you go to the vaults, it's become one of the most popular 406 00:25:05,480 --> 00:25:07,000 vaults. I haven't put any money in here. 407 00:25:07,120 --> 00:25:09,360 Oh wow, I've never seen. Short garbage. 408 00:25:10,440 --> 00:25:13,840 Brilliant. Bracing this is now back to 0%. 409 00:25:14,080 --> 00:25:18,040 Last monthly return like this this was doing this was like 410 00:25:18,200 --> 00:25:22,520 crushing it, but he was short a bunch of things that just had a 411 00:25:22,520 --> 00:25:24,480 massive short squeeze basically yesterday. 412 00:25:25,920 --> 00:25:27,880 I I quite like this as a strategy. 413 00:25:27,920 --> 00:25:30,400 I said I've been doing it with certain, with certain tickers, 414 00:25:31,640 --> 00:25:34,880 but interestingly he's short like he's. 415 00:25:34,960 --> 00:25:40,440 Like Yikes, 8 is number 2 on the list. 20X yeah, 20X short. 416 00:25:42,320 --> 00:25:48,880 I'm I'm I'm like long ETH hype Bitcoin and short other things 417 00:25:48,920 --> 00:25:52,560 against that basically. This is an interesting vault. 418 00:25:52,560 --> 00:25:55,000 I from my perspective, I'm not as deep in this as you. 419 00:25:55,080 --> 00:25:58,000 I would like, I would probably cut out like the top eight of 420 00:25:58,000 --> 00:26:03,440 these shorts and maybe go further down like a little bit 421 00:26:03,440 --> 00:26:07,680 more of the true garbage. Like I don't know, I don't 422 00:26:09,400 --> 00:26:14,200 throwing Ethan's soul in here along with the a Bitcoin pump. 423 00:26:14,600 --> 00:26:17,480 So you're basically just betting on massive Bitcoin dominance. 424 00:26:18,960 --> 00:26:23,760 And and hype dominance in alts. That's basically what it is. 425 00:26:23,880 --> 00:26:26,800 Yeah. Which I think is not what I 426 00:26:26,800 --> 00:26:30,200 would be betting on. I I have exactly your thought as 427 00:26:30,200 --> 00:26:33,120 well is that like when I'm looking, I've told you like I 428 00:26:33,120 --> 00:26:41,360 looked at Sui, I looked at on Ondo, I looked at what else have 429 00:26:41,360 --> 00:26:45,360 I been short? Let me bring up my shorts. 430 00:26:51,440 --> 00:26:53,360 To be memes were great shorts. Oh bear. 431 00:26:53,360 --> 00:26:59,040 Oh Yikes, too soon. It's, it's not that I'd like, I 432 00:26:59,040 --> 00:27:01,040 think these, they're terrible. It's just the tokenomics is 433 00:27:01,040 --> 00:27:05,720 terrible, right? Like just some, some of them 434 00:27:05,720 --> 00:27:09,880 just have like crazy tokenomics and it's just really hard to get 435 00:27:09,880 --> 00:27:14,160 the other side of that. What else does that show? 436 00:27:16,040 --> 00:27:17,760 Arbitrum. I'm sure it's an arbitrum. 437 00:27:23,960 --> 00:27:26,880 Yeah, Anyone can create their own basket and then other users 438 00:27:26,880 --> 00:27:29,320 effectively can can choose if they want to play in there. 439 00:27:29,320 --> 00:27:32,000 All right, this is, I've never really done it around in here. 440 00:27:32,320 --> 00:27:37,160 It's interesting. You get 10% of the profits of 441 00:27:37,160 --> 00:27:41,480 the vault, so you basically it's like running a hedge fund but 442 00:27:41,480 --> 00:27:43,520 you keep 10%. Got. 443 00:27:44,560 --> 00:27:47,360 It you have to seed it with an initial amount basically. 444 00:27:48,960 --> 00:27:53,560 So he was doing very well and yeah, basically until the last 445 00:27:53,560 --> 00:27:59,480 week 0 basically got zeroed out. Well, height, height moved down 446 00:28:00,040 --> 00:28:04,280 and then height kind of underperformed on this bounce. 447 00:28:04,480 --> 00:28:13,080 I would say like it's up like I said, I got in like 32 ish, it's 448 00:28:13,080 --> 00:28:16,280 up 10% ish from that low. But like other things are up a 449 00:28:16,280 --> 00:28:18,640 lot more soft as he is short is up a lot more. 450 00:28:19,480 --> 00:28:25,640 Yeah, coming back to some of the other members just quickly, 451 00:28:25,640 --> 00:28:29,440 there was some of the memes, SBX very notable. 452 00:28:30,040 --> 00:28:33,440 I mean, we love Farcorn. I love Farcorn. 453 00:28:33,440 --> 00:28:35,800 Talk about on the show a lot. I think it's somewhat 454 00:28:36,680 --> 00:28:40,920 indisputable that SBX is a faster horse right now. 455 00:28:41,880 --> 00:28:45,200 Like this thing. It went all the way to $1.60, 456 00:28:45,440 --> 00:28:51,200 crashed all the way to a dollar and then rocketed 30% off the 457 00:28:51,200 --> 00:28:55,360 bottom and this was vicious move. 458 00:28:56,120 --> 00:28:59,200 You see with Tyler, I saw that on the board partnered with 459 00:28:59,200 --> 00:29:01,160 DFDVI. See that this morning? 460 00:29:01,160 --> 00:29:04,280 I missed the news I saw that it was pumping with has been also 461 00:29:04,280 --> 00:29:10,360 strong and blunts continues to to bull post the width chart as 462 00:29:10,360 --> 00:29:13,800 well. So it's it's hanging around. 463 00:29:14,040 --> 00:29:18,320 There is a little bit of a curl on this one year chart if I 464 00:29:18,320 --> 00:29:22,320 squint a little bit. So I'm not going to be short 465 00:29:22,320 --> 00:29:26,520 with I'll say Logie, any, any commentary from your side's 466 00:29:26,520 --> 00:29:31,360 reactions to any of the major move, the me move also any we 467 00:29:31,360 --> 00:29:33,200 kind of covered in the first half of the show? 468 00:29:34,520 --> 00:29:38,600 Not not too much additional to add from my perspective, sorry. 469 00:29:38,600 --> 00:29:41,840 I got a dog barking here but I just wanted to add 2 little 470 00:29:41,840 --> 00:29:45,280 things. There was a quote from someone 471 00:29:45,280 --> 00:29:48,880 in an article by at the Crypt that talked about the ping 472 00:29:48,880 --> 00:29:52,000 ponging of headlines. I I just continue to expect that 473 00:29:52,000 --> 00:29:55,560 and then I'm distracted by the dog. 474 00:29:55,560 --> 00:29:57,320 I don't remember the other thing, sorry. 475 00:30:00,360 --> 00:30:02,280 Code for today. Real quick folks, the code for 476 00:30:02,280 --> 00:30:08,560 today will be yeet, so we will do double double giveaways later 477 00:30:08,560 --> 00:30:15,600 today 1515 minutes or so 1520 minutes here I got distracted by 478 00:30:15,600 --> 00:30:18,680 this price action so Bitcoin 1O55 all right so we are we are 479 00:30:18,680 --> 00:30:23,960 moving up nicely here here today so feeling good about that. 480 00:30:24,800 --> 00:30:26,720 I kind of feel like it's slightly a trap here. 481 00:30:27,000 --> 00:30:30,240 I'd be wary. I've seen that that we might be 482 00:30:30,240 --> 00:30:33,760 a little bit of a bull trap. I don't think it's like a full 483 00:30:33,760 --> 00:30:37,480 trap, but like the price action we, that we saw. 484 00:30:42,080 --> 00:30:46,680 I don't know, just be wary, man. Just we had this really big 485 00:30:47,480 --> 00:30:50,320 rally now and it feels like yesterday everyone was desperate 486 00:30:50,320 --> 00:30:51,840 to get the wrist on as quickly as possible. 487 00:30:53,280 --> 00:30:57,600 You can see that with the short squeeze and I think the next leg 488 00:30:57,600 --> 00:31:02,760 of this is probably a leg down and then the good stuff probably 489 00:31:02,840 --> 00:31:08,360 rises to the top. Maybe we have joyful July now, 490 00:31:08,360 --> 00:31:15,000 one less than one week out in the ME market got to talk with 491 00:31:15,000 --> 00:31:19,280 this useless coins a bonk guy. Bonk guy was right again. 492 00:31:19,280 --> 00:31:22,920 He, he's been pulling his own Maraud arc on this useless 493 00:31:22,920 --> 00:31:25,680 token. This thing's at 140 million now 494 00:31:25,680 --> 00:31:28,120 it's up 37%. So from what I'm, what I'm 495 00:31:28,120 --> 00:31:34,520 classifying as this new group of memes, the new soul memes, it's 496 00:31:34,520 --> 00:31:39,160 the clear leader right now. And I mean, man, this thing was 497 00:31:39,160 --> 00:31:43,720 hanging out sub 10,000,002 1/2 weeks ago. 498 00:31:44,400 --> 00:31:47,440 You're looking at a 20X and 18 days. 499 00:31:47,440 --> 00:31:51,920 We don't see that too often these days in this meme market. 500 00:31:51,920 --> 00:31:55,640 So I I found that notable. The Boo Boo has been strong. 501 00:31:55,640 --> 00:31:57,560 Chill house has been strong. There's actually a handful 502 00:31:58,200 --> 00:32:00,960 printing 30 to 50% moves. It also looks like the virtual's 503 00:32:01,000 --> 00:32:04,520 ecosystem has been bouncing back as well as that crypto AI board. 504 00:32:04,520 --> 00:32:08,000 I think crypto AI back to about 9 billion or so. 505 00:32:08,600 --> 00:32:13,000 So some, some signs of life here, perhaps because the pump 506 00:32:13,000 --> 00:32:14,800 token got delayed. I think that's the again, the 507 00:32:14,800 --> 00:32:17,800 overhang. If we get any news on that, 508 00:32:17,800 --> 00:32:22,600 expect some more volatility in the the sole me market. 509 00:32:23,000 --> 00:32:28,600 Checking in on our our favorite stock circle 24249 down 5%. 510 00:32:29,000 --> 00:32:33,400 Didn't know it had red, didn't know it had a red days Yesterday 511 00:32:33,400 --> 00:32:39,000 it hit 300. It flipped USD, CS market cap. 512 00:32:40,960 --> 00:32:42,680 It came close to flipping Coinbase. 513 00:32:42,680 --> 00:32:45,760 I think it I think it may have flipped Robin Hood. 514 00:32:46,760 --> 00:32:50,440 It, it, it was just some some crazy comps out there. 515 00:32:52,120 --> 00:32:55,920 I think a lot has become very popular to to be short this one. 516 00:32:56,600 --> 00:33:00,320 We will see how that how that plays out. 517 00:33:01,920 --> 00:33:05,680 It has been on a a parabolic run, that much is certain. 518 00:33:05,680 --> 00:33:07,800 What I found interesting yesterday we talked about circle 519 00:33:07,800 --> 00:33:08,800 a lot. We don't need to spend as much 520 00:33:08,800 --> 00:33:16,320 time on today was the the Tron. So Tron is seeing what circle is 521 00:33:16,320 --> 00:33:21,960 is doing and wants everyone to know just just how many stable 522 00:33:21,960 --> 00:33:25,280 coins they have. I'm trying to find the tweet 80 523 00:33:25,600 --> 00:33:31,800 Yeah here it is all right. For those in the stream 80 524 00:33:31,840 --> 00:33:38,120 billion in USDT. So tethers USDT surpassing $80 525 00:33:38,120 --> 00:33:46,160 billion, up 20 billion in 2025, just grinding up only I, I saw a 526 00:33:46,160 --> 00:33:51,640 tweet that it, it's been consensus that Plasma is the is 527 00:33:51,640 --> 00:33:55,520 the proxy bet on Tether, but it shouldn't be Tron. 528 00:33:55,520 --> 00:33:59,400 And I feel like where this gets interesting is we know that Tron 529 00:33:59,400 --> 00:34:03,480 is going to IPO soon. I think they're they're doing 530 00:34:03,560 --> 00:34:04,680 stable. Coins. 531 00:34:09,040 --> 00:34:11,440 Because stable coins are the hot thing. 532 00:34:12,120 --> 00:34:15,280 Yeah, but it doesn't mean they make money like I guess they 533 00:34:15,280 --> 00:34:16,480 make money on the fees, don't they? 534 00:34:16,480 --> 00:34:18,239 But it's it's a slightly different business model to 535 00:34:18,360 --> 00:34:21,679 circle, I guess in that they're not making the yield on the 536 00:34:21,679 --> 00:34:26,600 treasuries, right. Tron is a bet on money 537 00:34:26,600 --> 00:34:32,400 laundering and and sanctions. Bet on that. 538 00:34:32,400 --> 00:34:38,120 I think a bet on the East, perhaps more broadly, maybe a 539 00:34:38,120 --> 00:34:41,960 bet on Justin's son. And I think there's also now an 540 00:34:41,960 --> 00:34:45,520 argument to be made to to bet on tethering stables. 541 00:34:45,520 --> 00:34:49,000 So that's it's top of mind for me. 542 00:34:49,000 --> 00:34:53,040 So if if you were thinking about playing upcoming IP OS of all 543 00:34:53,040 --> 00:34:55,600 the ones we know about right now, I think so we got news that 544 00:34:55,600 --> 00:35:00,480 OK, X is spying an IPO Tron, what else? 545 00:35:00,480 --> 00:35:03,520 I think there was another one was maybe Jim and I. 546 00:35:04,440 --> 00:35:06,680 There's going to be a handful of these coming out. 547 00:35:08,160 --> 00:35:10,000 I would say the Toronto's the most interesting. 548 00:35:10,000 --> 00:35:16,120 I mean, it depends on on where they want to come out at. 549 00:35:16,840 --> 00:35:20,160 It's definitely a better better story I think than Ripple. 550 00:35:24,200 --> 00:35:28,000 Ripple's another one where I'm a respect the pump guy. 551 00:35:28,040 --> 00:35:32,000 I'm not not not ready to go short, but by any means it's 552 00:35:32,000 --> 00:35:34,720 because of the the army behind that one. 553 00:35:36,040 --> 00:35:37,360 Yeah, actually that's to be fair. 554 00:35:37,360 --> 00:35:40,000 If Ripple stock comes out, go and help us. 555 00:35:42,080 --> 00:35:43,760 The limit. The limit does not exist. 556 00:35:44,440 --> 00:35:50,080 The stuff that's going to be set on TikTok, it's going wild. 557 00:35:51,560 --> 00:35:54,360 We'll continue to to monitor this sector. 558 00:35:54,360 --> 00:35:57,160 There's, there's clearly the growing cohort of CT who's is 559 00:35:57,160 --> 00:36:01,240 now migrated to just trading stocks and is leaving our 560 00:36:01,240 --> 00:36:04,600 beloved Alts alone. Some breaking news before the 561 00:36:04,600 --> 00:36:06,720 show. More on on the raising side. 562 00:36:06,720 --> 00:36:11,040 So it looks like Polymarket is raising 200 million and 563 00:36:11,040 --> 00:36:16,320 evaluation over 1 billion. So big, big numbers for them. 564 00:36:16,320 --> 00:36:19,960 This comes what just a couple weeks after news of their 565 00:36:19,960 --> 00:36:23,280 integration with X and and XAI. They're going to be the, the, 566 00:36:23,440 --> 00:36:26,440 the prediction market of choice for Twitter. 567 00:36:26,440 --> 00:36:28,840 That was big. And I think what also has jumped 568 00:36:28,840 --> 00:36:33,480 out to me is there was always the conversation of what will 569 00:36:33,480 --> 00:36:36,480 prediction markets polymarket do post election. 570 00:36:37,680 --> 00:36:43,880 And during the quiet times, Polymarket primarily rode sports 571 00:36:43,880 --> 00:36:46,760 betting to keep their daily volumes up. 572 00:36:47,800 --> 00:36:53,040 But now during this the the geopolitical crises, it's found 573 00:36:53,040 --> 00:36:58,040 itself back on top of the timeline again. 574 00:36:59,400 --> 00:37:03,080 And you see more and more folks kind of referencing markets 575 00:37:03,680 --> 00:37:05,520 talking about what's going to happen. 576 00:37:06,880 --> 00:37:10,040 I think Polymarkets X account may lead a little bit too hard 577 00:37:10,040 --> 00:37:15,600 into it the direction that their betters are predicting what's 578 00:37:15,600 --> 00:37:19,360 going to happen. And there's a little bit of egg 579 00:37:19,360 --> 00:37:22,480 on on their face yesterday with some of their aggressive 580 00:37:22,480 --> 00:37:27,080 promotion, but and hard to argue with the success they've had. 581 00:37:27,080 --> 00:37:30,320 And some of these markets saw, I think that one, the leading Iran 582 00:37:30,320 --> 00:37:34,920 one, like would the US strike back one of those saw like 40 583 00:37:34,920 --> 00:37:37,680 million in action so that they're seeing big numbers. 584 00:37:39,320 --> 00:37:42,920 Logan, are there any response? And you're saying yeah on the 585 00:37:42,920 --> 00:37:44,280 Polymarket race? Yeah. 586 00:37:44,280 --> 00:37:47,280 I was just going to say, I mean, you may know it, it's being 587 00:37:47,280 --> 00:37:49,360 referenced more frequently by people that you would 588 00:37:49,360 --> 00:37:53,520 characterize as like legitimate, you know, reporters or analysts, 589 00:37:53,520 --> 00:37:56,400 right. And it's not, it's not seen as 590 00:37:56,400 --> 00:37:59,640 perhaps as polymarket perhaps would like it to be the source 591 00:37:59,640 --> 00:38:03,320 of truth or anything like that. It's a data point, which at at 592 00:38:03,320 --> 00:38:06,840 this point in time is becoming a, a more legitimate data point 593 00:38:07,640 --> 00:38:10,160 to potentially build an argument or, you know, add to an 594 00:38:10,160 --> 00:38:11,640 argument. And I think that's, that's 595 00:38:11,640 --> 00:38:15,640 pretty important because the validity of these markets was 596 00:38:15,640 --> 00:38:19,320 certainly in question, you know, coming into the the election 597 00:38:19,560 --> 00:38:22,160 last year about like, you know, exactly where things fell with 598 00:38:22,720 --> 00:38:25,920 the markets, having Trump, pawn market, etcetera, having Trump, 599 00:38:26,280 --> 00:38:28,160 you know, much higher than perhaps polls did. 600 00:38:28,160 --> 00:38:30,240 So I think it's really interesting. 601 00:38:30,240 --> 00:38:32,280 I mean, a billion dollar evaluation, I don't know what 602 00:38:32,280 --> 00:38:34,960 that means really for this space. 603 00:38:35,680 --> 00:38:39,960 You know, it again, that just that number, it doesn't mean 604 00:38:39,960 --> 00:38:42,120 anything to me at this point in time because meme coins are a 605 00:38:42,120 --> 00:38:43,800 billion dollars, things like that. 606 00:38:43,800 --> 00:38:47,440 It's tough for me to really to feel what that means. 607 00:38:47,440 --> 00:38:49,240 So I, I don't have too much to comment there. 608 00:38:49,240 --> 00:38:52,960 But I, I think this is a space that of course has definitely 609 00:38:52,960 --> 00:38:56,360 legitimized itself. And I still think it's probably 610 00:38:56,360 --> 00:39:00,200 the cycle winner, Poly market prediction markets in general, 611 00:39:00,200 --> 00:39:03,600 the cycle winner from this last year in terms of legitimate 612 00:39:03,600 --> 00:39:06,400 adoption and further growth potential. 613 00:39:08,520 --> 00:39:14,200 You hear the the take a lot like what is crypto brought? 614 00:39:15,280 --> 00:39:17,640 What use cases is crypto brought to to the world? 615 00:39:18,560 --> 00:39:20,840 Right. And like everyone's very oh, 616 00:39:20,880 --> 00:39:26,560 there's the the public take is is nothing or or very little. 617 00:39:26,560 --> 00:39:28,880 I feel like prediction markets is a huge 1 Like this is such an 618 00:39:28,880 --> 00:39:30,440 easy one to point to from the cycle. 619 00:39:30,440 --> 00:39:33,080 And I would agree that they're the the big winner. 620 00:39:33,080 --> 00:39:35,720 As for what this means specifically, one potential 621 00:39:35,720 --> 00:39:37,960 AirDrop, right? I mean a lot of folks do think 622 00:39:37,960 --> 00:39:40,240 there will be a Poly market AirDrop at some point. 623 00:39:41,840 --> 00:39:44,720 I don't know that I have personally a strong read on 624 00:39:44,720 --> 00:39:46,960 that. I feel like they will probably 625 00:39:46,960 --> 00:39:51,520 go the IPO route if I had to, to guess, but maybe they can figure 626 00:39:51,520 --> 00:39:55,800 out a way to do both. But any big raise, I think is 627 00:39:55,800 --> 00:39:58,160 going to continue. They're going to have to be 628 00:39:58,160 --> 00:40:00,960 doing a race. I circled this IPO did with 60 629 00:40:00,960 --> 00:40:05,720 billion like polymarkets IPO. I'll bet a house on it over a 630 00:40:05,720 --> 00:40:08,160 token. So you think no token? 631 00:40:08,560 --> 00:40:11,800 No, why would they do a token? They're basically you're like we 632 00:40:11,800 --> 00:40:13,400 need. A polymarket token market 633 00:40:15,600 --> 00:40:16,880 they're. Probably they're going like 634 00:40:17,320 --> 00:40:19,560 getting insane valuations right now. 635 00:40:20,440 --> 00:40:26,400 Yeah, IPO definitely makes more sense, especially on the back of 636 00:40:26,400 --> 00:40:31,120 this with this recent race probably a little bit further 637 00:40:31,120 --> 00:40:35,880 out. So we we will certainly see, but 638 00:40:36,160 --> 00:40:39,480 big momentum from then I think good for the broader prediction 639 00:40:39,480 --> 00:40:43,320 market space as well. I was scanning the Myriad board 640 00:40:43,320 --> 00:40:46,200 this morning and I think we're seeing some volume increases 641 00:40:46,200 --> 00:40:49,400 over there as well on some of these markets. 642 00:40:49,400 --> 00:40:52,600 So that's been fun to see. Like this Pingu market has been 643 00:40:52,600 --> 00:40:56,840 one of my personal faves. I will Pingu be top 100 the end 644 00:40:56,840 --> 00:41:01,240 of this week and there's been some nice vaults on some action 645 00:41:01,560 --> 00:41:03,160 on this. This was, this was more like a 646 00:41:03,160 --> 00:41:04,880 coin flip and I wrote about it last week. 647 00:41:04,880 --> 00:41:07,720 I think it was number one O 1 on Friday. 648 00:41:07,800 --> 00:41:14,040 It was like $8 million behind the 0 token layer 0 token so. 649 00:41:14,400 --> 00:41:16,480 Now it's back. So now it's, I think it was 99 650 00:41:16,480 --> 00:41:20,440 when I checked this morning. Folks like that the the other 651 00:41:20,440 --> 00:41:24,000 rays I wanted to talk about trying to find a miracle here 652 00:41:25,040 --> 00:41:33,040 was a mega ETH one and this was tied to this liquidity DEX or 653 00:41:33,160 --> 00:41:36,800 GTE. At first I thought it was a game 654 00:41:36,800 --> 00:41:40,840 because of the the promo and there and here we are. 655 00:41:40,840 --> 00:41:46,240 Yeah, GTE $15 million Series A led by Paradigm and they are 656 00:41:46,240 --> 00:41:51,640 dropping a global token exchange there on Mega ETH was chit 657 00:41:51,640 --> 00:41:54,760 chatting with with bread guy. He's, you know, a primary. 658 00:41:55,480 --> 00:41:59,240 I don't, I don't know what you'd call his role at mega ETH. 659 00:41:59,400 --> 00:42:02,640 One of their mouthpieces. He does a lot, he wears a lot of 660 00:42:02,640 --> 00:42:04,800 hats, but we were chit chatting about it. 661 00:42:04,800 --> 00:42:08,880 So this raise puts them by somewhere around 160 million. 662 00:42:09,640 --> 00:42:12,640 Then if you start to do your, your speculation, your fun, hope 663 00:42:12,640 --> 00:42:17,480 you math, if you think Paradigm is looking for a 10X bet, 664 00:42:17,880 --> 00:42:20,000 they're projecting a $1.6 billion target. 665 00:42:20,000 --> 00:42:21,520 And what would that mean for mega ETH? 666 00:42:22,080 --> 00:42:24,680 And then if you're in the camp that mega ETH would be valued 667 00:42:24,680 --> 00:42:29,000 perhaps as a sum of its apps, which I think is, is what 668 00:42:29,000 --> 00:42:32,880 they're kind of pushing the, the message they're pushing for, you 669 00:42:32,880 --> 00:42:36,080 know, versus TBL or other aspects. 670 00:42:36,080 --> 00:42:39,080 So something to potentially consider. 671 00:42:39,200 --> 00:42:44,040 I think the the NFTS, those mega ETH sold by NFTS were at a $500 672 00:42:44,040 --> 00:42:49,760 million valuation. So perhaps those are worth a bit 673 00:42:49,760 --> 00:42:53,800 more on paper right now, but but we'll certainly see Of course 674 00:42:53,800 --> 00:42:57,600 we're going to need some some more apps than a handful, but 675 00:42:57,600 --> 00:43:01,680 this was a big one over there from Maggie. 676 00:43:01,680 --> 00:43:04,520 So we'll continue to follow like to see some action there. 677 00:43:05,080 --> 00:43:07,160 Logan, that the story that we wanted to talk about yesterday 678 00:43:07,160 --> 00:43:10,200 that we didn't get into it, maybe we can revisit it today 679 00:43:10,560 --> 00:43:15,160 quickly was what's been happening with these NFT 680 00:43:15,160 --> 00:43:18,560 projects and these Telegram sticker sales because we're 681 00:43:18,560 --> 00:43:20,120 we're seeing some pretty good numbers here. 682 00:43:20,680 --> 00:43:24,840 Yeah, so Telegram's been sort of leaning into this as a protocol 683 00:43:24,840 --> 00:43:28,080 for a while, but I think the the leading sticker shop launched in 684 00:43:28,080 --> 00:43:30,080 like December or something like that. 685 00:43:30,400 --> 00:43:37,000 And then in January or February, Telegram made its gifts, not 686 00:43:37,320 --> 00:43:40,600 GIF, but gift with AT the little things that you can pass back 687 00:43:40,600 --> 00:43:43,440 and forth. They made those NF TS as well. 688 00:43:44,080 --> 00:43:47,200 So just further kind of integration of the messaging app 689 00:43:47,200 --> 00:43:51,920 and its use and features with sort of the open network ton, 690 00:43:51,920 --> 00:43:56,520 right and the blockchain and people have just definitely, 691 00:43:56,520 --> 00:43:58,520 definitely leaned into it. The board ape one from the other 692 00:43:58,520 --> 00:44:00,560 day, I think was the one that really got this on people's 693 00:44:00,560 --> 00:44:02,000 radars. But there's a whole handful as 694 00:44:02,000 --> 00:44:04,320 you're showing in in the screenshot here, like there's a 695 00:44:04,320 --> 00:44:07,760 pudgy Penguin 1, I think there's an Uzuki 1 and there's a bunch 696 00:44:07,760 --> 00:44:09,560 and the stickers themselves, like they're not going to blow 697 00:44:09,560 --> 00:44:11,720 you away. You're not seeing like absurd 698 00:44:11,720 --> 00:44:14,240 price appreciation on the stickers themselves to the, you 699 00:44:14,440 --> 00:44:17,960 know, twenty $30,000 type, like randomness we're seeing with 700 00:44:17,960 --> 00:44:21,520 NFTS, right? But they're no joke. 701 00:44:21,520 --> 00:44:23,920 I think when I checked yesterday in preparation for talking about 702 00:44:23,920 --> 00:44:27,960 this, like the board 81, the the like cheapest sticker was like 703 00:44:28,040 --> 00:44:32,920 46 ton, which I think is like $90.00 or around $92.00. 704 00:44:33,200 --> 00:44:36,240 Budgies might have been a little bit higher than that, quite a 705 00:44:36,240 --> 00:44:39,680 bit for stickers. But you recall, I mean, this got 706 00:44:39,680 --> 00:44:43,200 some love even aside from this. Remember like Sofamon, right? 707 00:44:43,200 --> 00:44:45,520 Do you remember that that company or not? 708 00:44:45,880 --> 00:44:48,480 Briefly, I don't. I couldn't give you the pitch 709 00:44:48,480 --> 00:44:50,200 for what they did. Well, I think it was very much 710 00:44:50,200 --> 00:44:52,400 it was Telegram stickers. It may not have been just 711 00:44:52,400 --> 00:44:54,760 Telegram stickers, could have been messaging app stickers. 712 00:44:55,000 --> 00:44:56,640 I don't know the exact one either. 713 00:44:56,640 --> 00:44:58,600 And I think they may have launched or done some stuff with 714 00:44:58,600 --> 00:45:03,960 Blast and so perhaps lost in the shuffle somewhere, but I don't 715 00:45:03,960 --> 00:45:06,280 know. I'm this is an Ave. that people 716 00:45:06,520 --> 00:45:09,720 and collections are rightfully taking advantage of it at this 717 00:45:09,720 --> 00:45:12,000 point in time because people want to people want to trade 718 00:45:12,000 --> 00:45:14,120 them. Was that close to 10 million in 719 00:45:14,120 --> 00:45:18,080 volume you had up there? And then, you know, even on the, 720 00:45:18,080 --> 00:45:21,880 this is not sticker specific, but on the Telegram NFT side, 721 00:45:22,160 --> 00:45:24,480 there's some NFTS that have been running up as well in my 722 00:45:24,480 --> 00:45:26,360 timeline from time to time. You see like talk about those 723 00:45:26,360 --> 00:45:29,680 plush Peppes, there's like rumors that Luca bought 1. 724 00:45:29,680 --> 00:45:32,240 I don't remember if that was ever verified or not, but you 725 00:45:32,240 --> 00:45:34,960 know, those had breached, you know, kind of the the five 726 00:45:34,960 --> 00:45:37,480 figure, you know, $10,000 plus thing. 727 00:45:37,920 --> 00:45:42,600 So when things are boring, which they, you know, basically are 728 00:45:42,600 --> 00:45:46,440 right now, you get these pockets of out performance and manias we 729 00:45:46,440 --> 00:45:49,360 saw with ENS, you know, we see it all the time, time, time. 730 00:45:49,360 --> 00:45:51,480 That's what this feels like. I don't know exactly how 731 00:45:51,480 --> 00:45:54,720 sustainable it may be, but this feels like that pocket of just 732 00:45:54,720 --> 00:45:57,560 interest for the time being. So are people, so is there a 733 00:45:57,560 --> 00:46:00,120 secondary market like a sort of, yeah, there are people are are 734 00:46:00,120 --> 00:46:01,800 kind of trading these? Yeah, Yeah. 735 00:46:01,800 --> 00:46:04,760 So they're like bots inside Telegram, just like you would do 736 00:46:04,760 --> 00:46:07,560 with, you know, like a trading bot for, you know, a lot of meme 737 00:46:07,560 --> 00:46:10,600 coins. It's a little more intensive 738 00:46:10,600 --> 00:46:12,320 than that. It kind of like pulls open like 739 00:46:12,600 --> 00:46:16,920 AUI for you to interact with. But yeah, it all happens right 740 00:46:16,920 --> 00:46:19,720 inside Telegram. So I mean, it's really easy to 741 00:46:19,720 --> 00:46:22,720 do should you wish to, you know, experiment with it. 742 00:46:23,920 --> 00:46:26,280 And then of course, like I, I don't send a lot of stickers 743 00:46:26,280 --> 00:46:30,440 really in Telegram, but I know some people who do send a lot of 744 00:46:30,440 --> 00:46:32,480 stickers. And you know, if you're looking 745 00:46:32,480 --> 00:46:37,720 to enhance your chat experience, then I guess it makes some sense 746 00:46:37,720 --> 00:46:39,920 to add some NFT stickers to your cart. 747 00:46:41,040 --> 00:46:44,840 And stickers can be fun, right? Sending memes is is a fun thing 748 00:46:44,840 --> 00:46:46,880 to do in a group chat. I'm looking at some of these 749 00:46:47,040 --> 00:46:49,520 prices right now. Yeah, I haven't already seen 750 00:46:49,520 --> 00:46:51,000 this. So these pudgy and friend Pingu 751 00:46:51,160 --> 00:46:57,520 baby shark stickers are at $764 floor right now that that is 752 00:46:57,520 --> 00:46:59,760 wild. This other, this other Pingu 753 00:46:59,760 --> 00:47:02,960 cool blue is 390 Pingu and next car at 260. 754 00:47:03,320 --> 00:47:07,840 I think my my take away when I saw this is NFT products are 755 00:47:07,840 --> 00:47:13,240 continuing to find ways to monetize 4 years out from launch 756 00:47:13,320 --> 00:47:14,800 at least some of the the bigger ones. 757 00:47:14,920 --> 00:47:18,000 Yeah, the best ones, Yeah. And I mean, not to not to knock 758 00:47:18,000 --> 00:47:21,200 any that haven't done it yet, but like you, you take a look at 759 00:47:21,200 --> 00:47:24,120 this list. It's it's the ones that are 760 00:47:24,120 --> 00:47:27,120 still here, that are still doing stuff, that are still in tune. 761 00:47:27,400 --> 00:47:29,600 I mean, no offense to anyone, I wouldn't say Doodles has the 762 00:47:29,600 --> 00:47:33,160 most die hard community in NFTS and there's they've got a half a 763 00:47:33,200 --> 00:47:36,720 million. But it does have one of the 764 00:47:36,760 --> 00:47:40,320 best, in my opinion, one of the best collections for something 765 00:47:40,320 --> 00:47:43,320 like this, right? They're just like super great 766 00:47:43,320 --> 00:47:45,440 art, super great colors, super great. 767 00:47:45,600 --> 00:47:48,520 So it actually, it makes a lot of sense to me to see something 768 00:47:48,520 --> 00:47:51,080 like that up here. Did I see Klainos around here? 769 00:47:51,080 --> 00:47:53,200 Same sort of mold. Did you? 770 00:47:53,200 --> 00:47:56,600 Full disclosure, that's like my, I don't own any assets in either 771 00:47:56,600 --> 00:47:59,800 of those ecosystems, but I, I love those colors. 772 00:47:59,800 --> 00:48:03,160 So I'm a sucker. For it quick maybe right I'll. 773 00:48:03,480 --> 00:48:04,640 Do. Some wreck. 774 00:48:05,200 --> 00:48:07,000 Ones that's exactly where I was going with that. 775 00:48:07,440 --> 00:48:10,440 I think Wreck stickers could do could do quite well. 776 00:48:12,120 --> 00:48:14,680 Logan, I know you're a doodle fan, so I'm going to share this 777 00:48:14,680 --> 00:48:16,120 for you. I don't know if you saw this the 778 00:48:16,120 --> 00:48:18,920 Doodle O Pepin set. Did you see this one? 779 00:48:19,920 --> 00:48:22,280 Looks like it got to consensus, so this one might go. 780 00:48:23,680 --> 00:48:28,560 You know my, my lone disdain for disdain's too weird, too harsh 781 00:48:28,560 --> 00:48:32,760 of a word is this is a little too close to the you know what I 782 00:48:32,760 --> 00:48:34,640 mean? Like those are a little too 783 00:48:34,640 --> 00:48:38,200 close to the replicas. 2 replicas of doodles in my 784 00:48:38,200 --> 00:48:42,480 opinion, but I love, I love the color schemes and stuff like 785 00:48:42,480 --> 00:48:44,400 that. I actually I really like that 786 00:48:44,400 --> 00:48:46,280 the one of one there looks really really nice. 787 00:48:46,800 --> 00:48:50,840 I'll be honest if if if you show this to me quickly this bottom 788 00:48:50,840 --> 00:48:56,560 right one and asked me if this was a an original digital NFTII 789 00:48:56,560 --> 00:49:01,040 might have said yes. Yeah, it it is fairly close, but 790 00:49:01,400 --> 00:49:04,920 that that pudgy set has done quite well in the O Pepin's. 791 00:49:06,360 --> 00:49:08,800 So I actually I think this one will probably do pretty well 792 00:49:08,920 --> 00:49:12,240 here as well. I think we went through the 793 00:49:12,240 --> 00:49:13,560 list. We got 5 minutes left in the 794 00:49:13,560 --> 00:49:14,440 show. I know we're going to do double 795 00:49:14,440 --> 00:49:16,240 yeet action. That's going to take a little 796 00:49:16,240 --> 00:49:18,560 while. Yeah, that was the end of my 797 00:49:18,560 --> 00:49:20,760 list. So if you guys are ready, maybe 798 00:49:20,760 --> 00:49:26,400 we get into some yeet here. Kodo Yeah, the code is yeet 799 00:49:26,920 --> 00:49:30,200 today folks. You have another minute or so to 800 00:49:30,200 --> 00:49:36,440 to get in if you haven't entered already, and we are going to get 801 00:49:36,440 --> 00:49:39,880 into some spits. Give me one second. 802 00:49:43,400 --> 00:49:44,440 OK. This. 803 00:49:44,440 --> 00:49:54,560 Should work the user boards. All right, let's spin the wheel. 804 00:49:54,560 --> 00:49:56,200 Oh, there is a there's a zoom boom. 805 00:49:56,240 --> 00:49:57,480 Oh. I like the zoom. 806 00:49:57,840 --> 00:50:03,520 Let's zoom. All right, 96 entries. 807 00:50:03,520 --> 00:50:11,720 Who do we got 4? Long run, so I need to really 808 00:50:11,720 --> 00:50:13,760 quickly check. Well, we need to check. 809 00:50:13,800 --> 00:50:17,160 I know they have one some somewhat recently. 810 00:50:17,520 --> 00:50:21,040 Yeah, give me a SEC because I'm on working multiple screens 811 00:50:21,040 --> 00:50:23,840 here. I'll close that and just make 812 00:50:23,840 --> 00:50:30,880 sure we'll do another. I'll spin another one while I 813 00:50:30,880 --> 00:50:32,160 found that up as well for a long run. 814 00:50:32,160 --> 00:50:33,400 So we're going to do our second spin. 815 00:50:33,720 --> 00:50:37,760 Yeah. All right, who we got? 816 00:50:43,440 --> 00:50:46,520 Michelle Gunn, Mitchell Gunn, Michelle Gunn. 817 00:50:46,520 --> 00:50:48,320 I have not seen that handle before. 818 00:50:48,560 --> 00:50:51,600 No, never have I so it was for the long run. 819 00:50:52,400 --> 00:50:53,800 That should be a clean winner there. 820 00:50:53,920 --> 00:50:57,160 Go ahead and request. For the long run, if not we can 821 00:50:57,160 --> 00:50:59,680 see them. Also it's not working today. 822 00:50:59,680 --> 00:51:04,200 Isn't the chat for some reason for the go on the kick chat? 823 00:51:04,200 --> 00:51:06,520 It went down somewhere so we can't but we can still see them 824 00:51:06,520 --> 00:51:10,960 in the in the other side. But a long run is approved. 825 00:51:11,160 --> 00:51:13,960 He did win on the 16th so it's close but he is in. 826 00:51:14,680 --> 00:51:17,280 And then Michelle Gunn I've never actually seen before. 827 00:51:18,760 --> 00:51:21,280 Michelle Gunn, go ahead and request if you're in the space 828 00:51:22,280 --> 00:51:25,560 so we can get you up here. If not, we'll just check that 829 00:51:25,560 --> 00:51:30,120 they're in the kick space, put a long run and Michelle. 830 00:51:32,040 --> 00:51:35,800 Michelle messaging us. In the chat. 831 00:51:36,040 --> 00:51:37,240 Yeah. That's fine. 832 00:51:37,720 --> 00:51:40,120 We're going to do Plinko today for both of them anyway, so as 833 00:51:40,120 --> 00:51:42,200 long as the both on we're OK. Awesome. 834 00:51:43,200 --> 00:51:46,480 So we'll get Plinko loaded up here quickly for the long run. 835 00:51:46,480 --> 00:51:49,080 You're in the space you want. GM how you feeling? 836 00:51:49,840 --> 00:51:51,760 How's it going, guys? Good morning. 837 00:51:52,560 --> 00:51:55,600 Congrats, you're running hot my friend. 838 00:51:57,480 --> 00:51:59,040 Hopefully. What game did you play last 839 00:51:59,040 --> 00:52:05,600 time? It was coin raise, yeah. 840 00:52:05,960 --> 00:52:08,640 OK, All right, well, we'll have some fun with Plinko. 841 00:52:08,640 --> 00:52:10,640 Plinko's still my my personal favorite. 842 00:52:10,640 --> 00:52:12,680 I. Like Plinko? 843 00:52:12,720 --> 00:52:13,920 Yeah. So, Sims, what? 844 00:52:13,920 --> 00:52:17,360 What are we? Are we doing $5 balls, $105 845 00:52:17,360 --> 00:52:18,360 balls? What are we thinking today? 846 00:52:19,000 --> 00:52:20,560 I'm open to it. What do you think, Lance? 847 00:52:20,560 --> 00:52:23,720 What does everyone fancy? We've got 500 to spend. 848 00:52:23,720 --> 00:52:25,280 How do we do it? Yeah. 849 00:52:25,280 --> 00:52:27,320 So, so quickly, you both have banked $500. 850 00:52:27,320 --> 00:52:29,480 You're going to walk away with that at a minimum. 851 00:52:29,840 --> 00:52:34,080 I like the the $105 balls because you get the most chances 852 00:52:34,080 --> 00:52:37,440 for the 5000 X. Yeah, $105 balls. 853 00:52:38,320 --> 00:52:40,880 All right, let me just make note of how much is in the account so 854 00:52:40,880 --> 00:52:42,160 we can count the calculate this up. 855 00:52:42,520 --> 00:52:46,480 So first we'll for the long run we'll go 1st and then Machili. 856 00:52:47,240 --> 00:52:55,520 614.07 right let's go for it then Auto bet 5 dollars 100 all. 857 00:52:56,080 --> 00:52:57,800 Right, so this is for the long run up first. 858 00:52:57,800 --> 00:53:02,240 For the long run, go. Oh, turbo mode go. 859 00:53:03,360 --> 00:53:07,280 Turn the light speed. We're going to be here for a 860 00:53:07,280 --> 00:53:09,920 while. I put it on turbo. 861 00:53:09,920 --> 00:53:12,960 Oh shit, we'll go for it now the. 862 00:53:13,400 --> 00:53:16,400 Next one will be faster. It's not the auto bet and start 863 00:53:16,400 --> 00:53:20,280 again. Is it going to be here in a 864 00:53:20,280 --> 00:53:22,440 while? Yeah, stop the auto bet, stop 865 00:53:22,640 --> 00:53:24,360 the auto bet and then. Just and do it again. 866 00:53:25,120 --> 00:53:27,400 Yeah, I. Don't know how many balls have 867 00:53:27,400 --> 00:53:29,320 dropped, that's all. That's fine. 868 00:53:29,320 --> 00:53:31,920 I turn turbo off. Oh, 69, of course. 869 00:53:31,920 --> 00:53:32,560 Yeah, yeah. Wow. 870 00:53:32,680 --> 00:53:35,160 Don't leave turbo one or off. Keep turbo on. 871 00:53:36,000 --> 00:53:37,120 And go. Yeah, all. 872 00:53:38,080 --> 00:53:39,320 Right now, we're there We go now. 873 00:53:39,320 --> 00:53:40,280 We're back now We're moving fast. 874 00:53:43,400 --> 00:53:47,880 All right. Look here now big numbers 4X29X 875 00:53:47,880 --> 00:53:57,000 there. 4 Another four. Oh, it's nice SO4XS in there. 876 00:53:57,720 --> 00:54:02,440 We know what we roughly 5. 100. Again, he won, Yeah. 877 00:54:02,600 --> 00:54:03,960 So it's. Like he roughly broke even. 878 00:54:03,960 --> 00:54:07,200 So you're going to walk away close to $1000 today for the 879 00:54:07,200 --> 00:54:09,160 long run. Congrats. 880 00:54:09,560 --> 00:54:12,800 Thank you. Not a bad little Tuesday morning 881 00:54:12,800 --> 00:54:15,880 for you, my friend. Thanks for listening, as always. 882 00:54:15,880 --> 00:54:20,560 All right, Chili, I still don't know how to say your name, but 883 00:54:21,240 --> 00:54:24,760 you are up next. We're going to run up the same 884 00:54:24,760 --> 00:54:28,720 for you, $105 balls, Lightspeed turbo mode Sims. 885 00:54:28,720 --> 00:54:37,800 We ready? Oh, I thought that one was going 886 00:54:37,920 --> 00:54:44,960 04 XA lot of four XS there. 999X set. 887 00:54:49,040 --> 00:54:50,840 Why would you go right or left here, go right now? 888 00:54:53,560 --> 00:54:55,200 That one came in a little closer. 889 00:54:55,200 --> 00:54:57,960 So that was a little less probably closer to like a $800 890 00:54:57,960 --> 00:54:59,920 win, yeah. Yeah, something like that. 891 00:54:59,920 --> 00:55:02,240 Seven $800 win. Still decent for both people 892 00:55:02,240 --> 00:55:04,600 though. Like 800 a pop near enough give 893 00:55:04,600 --> 00:55:06,280 out to. Love it. 894 00:55:06,840 --> 00:55:10,400 So we will coordinate both of you after today's show. 895 00:55:10,920 --> 00:55:13,080 As for today, that is going to be it folks. 896 00:55:13,080 --> 00:55:14,400 Thanks. I want to thank all of our 897 00:55:14,400 --> 00:55:17,120 listeners for joining us. I want to thank my coach, thank 898 00:55:17,120 --> 00:55:18,600 our partners. As always. 899 00:55:18,600 --> 00:55:21,360 We will be back tomorrow at 10:00 AM Eastern. 900 00:55:21,640 --> 00:55:23,320 Until then, go make it a beautiful day. 901 00:55:23,720 --> 00:55:23,920 Goodbye.