1
00:00:00,240 --> 00:00:01,800
Yo-yo, what up? 
What up? 

2
00:00:01,800 --> 00:00:07,760
Good morning. 
Good morning, GMG Monday. 

3
00:00:08,200 --> 00:00:11,800
Moon Bamber. 
Are you going to think that it's

4
00:00:11,800 --> 00:00:19,280
coming Moon members another day.
You know, November 2020 Fourth 

5
00:00:20,240 --> 00:00:23,920
we're at 24. 
Look at that another beautiful 

6
00:00:23,920 --> 00:00:28,600
day to have a beautiful day. 
I go by coast in the house Tyler

7
00:00:28,600 --> 00:00:29,520
Meadow. 
Good morning. 

8
00:00:29,520 --> 00:00:33,520
How you guys doing today? 
Fantastic the day before the big

9
00:00:33,520 --> 00:00:35,560
day. 
You mean the pops migration? 

10
00:00:38,680 --> 00:00:41,360
Tomorrow's a big day bro. 
Pops are we haven't spoken. 

11
00:00:41,360 --> 00:00:47,440
About pops enough, actually. 
Is that what you guys mentioned 

12
00:00:47,440 --> 00:00:49,160
November 5th, the great pups 
migration? 

13
00:00:49,160 --> 00:00:50,400
Is that what we're all excited 
about? 

14
00:00:50,400 --> 00:00:52,880
Like is that I, I, I wonder why 
the timeline kept saying 

15
00:00:52,880 --> 00:00:55,720
November 5th, November 5th, I 
feel like I guess everybody's 

16
00:00:55,720 --> 00:00:58,440
talking about pups, right Tyler?
Is that surely that's what it 

17
00:00:58,440 --> 00:00:58,880
is, right? 
How you? 

18
00:00:59,160 --> 00:01:02,640
The future of Bitcoin hinges 
hinges on this pups migration. 

19
00:01:02,720 --> 00:01:05,519
The most egalitarian thing to 
come out since the White Paper, 

20
00:01:05,680 --> 00:01:09,320
right? 
I got literally like the same 

21
00:01:09,320 --> 00:01:12,360
second I got a Bitcoin puppet on
on like on the request just like

22
00:01:12,360 --> 00:01:14,640
smashing the the laughing 
emojis. 

23
00:01:15,240 --> 00:01:19,240
ANYWAYS, yeah, yeah. 
I mean, you know this listen, 

24
00:01:19,240 --> 00:01:24,920
we're we're one day 24 in some 
change right hours until the big

25
00:01:24,920 --> 00:01:28,840
day tomorrow, the United States 
elections. 

26
00:01:29,400 --> 00:01:33,400
The market is volatile for sure,
as we've seen this weekend. 

27
00:01:33,400 --> 00:01:36,080
But reading the timeline, I 
thought I was going to wake up 

28
00:01:36,080 --> 00:01:39,160
to like 60 K Bitcoin. 
It's not looking so bad. 

29
00:01:39,160 --> 00:01:41,520
So I'm sure we'll cover it 
during the during the market 

30
00:01:41,520 --> 00:01:44,800
report and all that good stuff 
and go to Tyler's top 1000 as 

31
00:01:44,800 --> 00:01:49,920
usual and all that good stuff. 
So today the show today, DJ 

32
00:01:50,240 --> 00:01:52,160
market report as usual. 
So let's talk about all this 

33
00:01:52,160 --> 00:01:55,160
stuff, Tyler's top 1000 and see 
what Tyler has in store for us 

34
00:01:55,160 --> 00:01:57,240
in terms of the weekend recap, 
etcetera. 

35
00:01:57,280 --> 00:01:59,760
It was a weekend filled with 
different animals again, animals

36
00:01:59,760 --> 00:02:01,800
taking over the timeline. 
You know, every time you think 

37
00:02:01,800 --> 00:02:04,200
meme coins are dead and the 
Super sky Cole's not real for 

38
00:02:04,200 --> 00:02:05,640
meme coins. 
It's a new meme coin that runs 

39
00:02:05,640 --> 00:02:09,919
$100 million in a day, and it 
always happens on a weekend. 

40
00:02:09,919 --> 00:02:13,320
It's always an animal. 
It's different kind every single

41
00:02:13,320 --> 00:02:16,200
time. 
And then last but not least, 

42
00:02:16,520 --> 00:02:19,200
this show is powered by 
galaxies. 

43
00:02:19,560 --> 00:02:21,880
Where's my galaxies? 
I'll read where it is. 

44
00:02:22,080 --> 00:02:25,360
With Seamless built in 
monetization tools, Galaxies 

45
00:02:25,360 --> 00:02:28,280
enables the development of 
sustainable long term 

46
00:02:28,280 --> 00:02:30,560
communities, fulfilling 
Bitcoin's vision of 

47
00:02:30,560 --> 00:02:33,200
decentralized freedom and 
independence from centralized 

48
00:02:33,200 --> 00:02:35,080
control. 
But anyways, let's talk about 

49
00:02:35,080 --> 00:02:36,840
these elections. 
Let's talk about this market. 

50
00:02:36,840 --> 00:02:48,520
Mr. Mando, who is the man? 
Can you dig? 

51
00:02:49,600 --> 00:02:52,840
It GM so yeah, we are one day 
away. 

52
00:02:53,400 --> 00:02:55,080
We saw some volatility of the 
weekend. 

53
00:02:55,080 --> 00:02:58,520
There was a poll out of Iowa 
which showed a slightly closer 

54
00:02:58,520 --> 00:02:59,720
race. 
So that seems to have been a bit

55
00:02:59,720 --> 00:03:02,320
of an outlier. 
You had the the Poly market odds

56
00:03:02,800 --> 00:03:06,320
really tighten and then have 
drifted slightly apart in the 

57
00:03:06,320 --> 00:03:10,480
last 24 hours. 
So let me let's bring it up now.

58
00:03:10,480 --> 00:03:14,280
Live looks like. 
Which one? 

59
00:03:15,120 --> 00:03:21,040
5941 that was as close as 5347 I
think at one stage on. 

60
00:03:21,240 --> 00:03:22,560
He's up five points this 
morning. 

61
00:03:25,200 --> 00:03:30,640
From Iowa, which was meant to be
kind of a which showed a huge 

62
00:03:30,800 --> 00:03:37,600
Kamala lead and it's it's 
unclear, you know, like Nate 

63
00:03:37,600 --> 00:03:39,600
Silver was saying the quality of
the polling in this election has

64
00:03:39,600 --> 00:03:40,800
been some of the worst he's ever
seen. 

65
00:03:40,840 --> 00:03:42,360
Wow. 
There was a lot of questions 

66
00:03:42,360 --> 00:03:46,360
about that poll afterwards, but 
at the same time, it's close. 

67
00:03:46,560 --> 00:03:49,720
It's clearly very, very close. 
Let's let's see what happens. 

68
00:03:50,520 --> 00:03:54,360
You saw Bitcoin drift below 58 
Ki think at one stage. 

69
00:03:54,520 --> 00:03:59,120
And yeah, I think it was no, 
sorry, 68. 6868 holy shit I'm. 

70
00:04:01,320 --> 00:04:02,160
Like. 
Big handle wrong. 

71
00:04:02,280 --> 00:04:05,240
Big handle wrong. 
Yeah, 67 1/2. 

72
00:04:05,240 --> 00:04:06,880
It kind of got down to and then 
bounced. 

73
00:04:08,120 --> 00:04:12,560
This was up at a high of what, 
73 and December 73 a few days 

74
00:04:12,560 --> 00:04:14,360
ago. 
So decent move, 10% move. 

75
00:04:14,880 --> 00:04:17,079
You saw a bunch of different 
people come out and and give 

76
00:04:17,079 --> 00:04:19,680
their two cents. 
So there's three different views

77
00:04:19,680 --> 00:04:22,960
ready to share today. 
You have one which is the 

78
00:04:23,600 --> 00:04:25,840
options volatility price is 
indicating that we're going to 

79
00:04:25,840 --> 00:04:27,760
have a 10% move either side 
here. 

80
00:04:27,760 --> 00:04:35,320
So 6275 sort of range here on 
the day of the election or after

81
00:04:35,320 --> 00:04:37,160
the election. 
Remember, it's important to know

82
00:04:37,160 --> 00:04:39,560
here that like we may not get 
the results. 

83
00:04:41,040 --> 00:04:46,400
Well, it depends, but like this 
could be contested. 

84
00:04:46,400 --> 00:04:47,920
Tyler's laughing. 
He's like, fuck, he already 

85
00:04:47,920 --> 00:04:52,200
knows he's coming. 
I was looking at the Poly market

86
00:04:52,200 --> 00:04:56,960
odds for that, like which day it
would get called, which day the 

87
00:04:56,960 --> 00:05:05,040
AP election called by, and it is
59% to be on Wednesday. 

88
00:05:09,000 --> 00:05:11,680
Oh, am I reading that right? 
Oh, that these are terrible 

89
00:05:11,680 --> 00:05:12,960
odds. 
Maybe Tyler, you know. 

90
00:05:14,000 --> 00:05:18,520
I'm trying to find the the this 
market here like Wednesday. 

91
00:05:18,560 --> 00:05:20,280
If I had to bet, I'd probably 
bet Wednesday. 

92
00:05:20,600 --> 00:05:23,560
Yeah, Wednesday is 47, Tuesday 
is 23%. 

93
00:05:23,560 --> 00:05:25,920
This is when the AP calls it to 
The Associated Press. 

94
00:05:26,400 --> 00:05:30,920
Thursday is 13%. 
So, you know, sometimes if it's 

95
00:05:30,920 --> 00:05:34,480
a clean victory, particularly in
some of the swing states, then 

96
00:05:36,040 --> 00:05:39,360
you can kind of call these by 
the by tomorrow, tomorrow 

97
00:05:39,360 --> 00:05:43,840
evening, because you get you get
exit polls and then they're 

98
00:05:43,840 --> 00:05:49,920
normally pretty, pretty decent. 
And then you get, and then 

99
00:05:49,920 --> 00:05:53,960
you'll get maybe obviously a 
post in ballots and all that 

100
00:05:53,960 --> 00:05:56,280
sort of stuff. 
But normally you can normally 

101
00:05:56,280 --> 00:05:59,520
call this quite early on, 
although the last few it's taken

102
00:05:59,520 --> 00:06:02,840
a little bit longer, clearly. 
So let's see, let's see what 

103
00:06:02,840 --> 00:06:04,680
happens there. 
But yeah, they're predicting 

104
00:06:04,680 --> 00:06:06,640
that sort of a move. 
Then you had Kobe come out. 

105
00:06:07,320 --> 00:06:09,560
Yeah, actually, let's go. 
Bernstein came out and said 

106
00:06:09,560 --> 00:06:13,840
actually they think 50K Kamala 
or 80 to 90K Trump. 

107
00:06:15,760 --> 00:06:18,280
But they then also said in the 
same breath that Bitcoin's going

108
00:06:18,280 --> 00:06:21,440
to 250K next year. 
Yeah, I think they said 200K by 

109
00:06:21,440 --> 00:06:24,160
end of 2025. 
Yeah, 200 K, sorry. 

110
00:06:24,240 --> 00:06:29,720
And then you had Kobe come out 
and say it doesn't matter, we're

111
00:06:29,720 --> 00:06:31,160
going. 
To 100K. 

112
00:06:31,320 --> 00:06:35,920
Just. 
It's just the path and speed 

113
00:06:36,000 --> 00:06:39,520
that we do that, which I think 
is kind of, I think most people 

114
00:06:39,520 --> 00:06:41,520
would agree that sentiment. 
I think most people if there's a

115
00:06:42,040 --> 00:06:44,360
if Kamala gets in, I think 
you're looking to buy that dip, 

116
00:06:45,720 --> 00:06:50,680
particularly in Bitcoin. 
So yeah, I just think a bit of 

117
00:06:50,680 --> 00:06:52,520
volatility into this. 
Let's see what happens. 

118
00:06:53,520 --> 00:06:56,760
I did kind of think we'd be like
at all time highs today, like or

119
00:06:56,880 --> 00:07:00,800
in or around it, because I do 
still think that's with those 

120
00:07:00,800 --> 00:07:04,000
odds, people will will and even 
with like we just said, people 

121
00:07:04,000 --> 00:07:06,720
are still bullish even if Kamala
gets in. 

122
00:07:06,720 --> 00:07:11,120
Like I think the end of this 
uncertainty is good for markets.

123
00:07:11,320 --> 00:07:13,480
It's good for markets. 
They'll get behind whatever 

124
00:07:13,480 --> 00:07:15,360
happens. 
I'm telling you, I've seen it so

125
00:07:15,360 --> 00:07:21,040
many times. 
So yeah, let's let's see what 

126
00:07:21,040 --> 00:07:26,160
happens to crypto in that world.
You're saying no? 

127
00:07:26,920 --> 00:07:28,320
Nothing. 
No, nothing. 

128
00:07:28,360 --> 00:07:30,120
Yeah. 
In terms of the other majors, 

129
00:07:30,680 --> 00:07:33,400
Bitcoin dominance is headed 
closer to 61%. 

130
00:07:33,400 --> 00:07:35,680
It's continued to rise over this
period. 

131
00:07:36,680 --> 00:07:39,720
The altcoin market cap, the 
others market cap actually had a

132
00:07:39,720 --> 00:07:42,560
cycle low. 
So if you bring up others. 

133
00:07:43,640 --> 00:07:46,760
It's it's called, it's called 
others. 

134
00:07:47,040 --> 00:07:49,400
Is it called others? 
Yeah, there you go. 

135
00:07:50,640 --> 00:07:53,480
Oh, I didn't know that it's. 
Right there at the top. 

136
00:07:56,400 --> 00:08:00,400
So I guess it's maybe it's 
altcoin dominance, but yeah, 

137
00:08:00,400 --> 00:08:05,160
we've sweeped down others 
dominance. 

138
00:08:05,160 --> 00:08:09,080
Yeah. 
So pretty nasty little move that

139
00:08:09,440 --> 00:08:12,680
given I think a lot of people 
are calling for a we're calling 

140
00:08:12,680 --> 00:08:17,280
for a altcoin cycle, right. 
Even if it wasn't for ETH, it's 

141
00:08:17,280 --> 00:08:23,480
been a pretty nasty yeah. 
So we're back down like the 

142
00:08:23,480 --> 00:08:31,200
levels that we had in 2023, 
which yeah, like I think people 

143
00:08:31,200 --> 00:08:33,840
were bearish on ETH, but like 
they were kind of bullish on 

144
00:08:33,840 --> 00:08:35,159
maybe some of the other 
altcoins. 

145
00:08:35,159 --> 00:08:36,480
And that's not a good looking 
chart. 

146
00:08:37,760 --> 00:08:41,919
So that tells you again, it's 
not been a good cycle for for 

147
00:08:41,919 --> 00:08:47,640
anything except Bitcoin and meme
coins and meme coin dominance 

148
00:08:47,640 --> 00:08:50,360
obviously hasn't, hasn't been 
doing that well. 

149
00:08:50,360 --> 00:08:52,760
It's been going up, but it's 
definitely more volatile. 

150
00:08:52,760 --> 00:08:56,800
So just a crazy cycle really. 
Like I don't think they have a 

151
00:08:56,800 --> 00:08:58,160
meme coin market cap. 
Yeah, I know. 

152
00:08:58,320 --> 00:09:00,520
I I thought there was, but I 
don't think we have a meme coin 

153
00:09:01,080 --> 00:09:03,080
market cap. 
It's it's meme coin like the 

154
00:09:03,120 --> 00:09:06,800
other the 9 gag 1. 
Yeah, exactly. 

155
00:09:06,800 --> 00:09:09,920
Yeah. 
So I guess that's surprising in 

156
00:09:09,920 --> 00:09:13,280
some senses in in others, you 
kind of probably felt it every 

157
00:09:13,280 --> 00:09:16,480
single day. 
But yeah, like people in the 

158
00:09:16,480 --> 00:09:18,600
broader crypto space are not 
having a great time. 

159
00:09:18,600 --> 00:09:20,560
There was actually a story out 
about Eigen Layer, which has 

160
00:09:20,560 --> 00:09:23,880
been one of the biggest launches
this year. 

161
00:09:24,360 --> 00:09:26,960
They have kind of severed their 
ties even with the E of some E 

162
00:09:26,960 --> 00:09:30,400
foundation, we not hit an all 
time low. 

163
00:09:30,400 --> 00:09:34,840
So like if you're in the VC, 
broader VC altcoin space. 

164
00:09:34,960 --> 00:09:36,680
Pivot the mean coins. 
I can know it's one. 

165
00:09:36,920 --> 00:09:40,240
Of the big wins, right, the 
staking and and it's just 

166
00:09:40,240 --> 00:09:45,640
getting hammered. 
So yeah, definitely, definitely 

167
00:09:45,640 --> 00:09:48,720
some pain in those streets. 
Visas are not catching a break 

168
00:09:48,720 --> 00:09:49,800
here. 
I saw some other thing about 

169
00:09:49,800 --> 00:09:51,600
Poly chain this morning before 
coming on. 

170
00:09:51,600 --> 00:09:55,920
I don't know I forgot what it 
was but like I think I just read

171
00:09:56,080 --> 00:09:59,800
like right now before coming on 
the show if a scroll. 

172
00:09:59,800 --> 00:10:02,640
Regarding scroll, I saw this 
tweet go a lot. 

173
00:10:02,680 --> 00:10:04,040
Go they're. 
Definitely down. 

174
00:10:04,120 --> 00:10:06,360
Yeah, like imagine being 
Polychain invested, scroll at 

175
00:10:06,360 --> 00:10:08,920
one point billion FTV in the 
last round and then by 10 

176
00:10:09,400 --> 00:10:12,160
million more at 1.5 and now it's
588. 

177
00:10:13,200 --> 00:10:16,760
Yeah, many such cases. 
Blast Man. 

178
00:10:17,280 --> 00:10:19,240
Blast. 
I mean, what is Blast even 

179
00:10:19,240 --> 00:10:22,840
trading at? 
I obviously haven't brought up 

180
00:10:22,840 --> 00:10:25,160
the blast chart for a long time.
Should we? 

181
00:10:25,440 --> 00:10:26,840
I assume it's below a billion. 
I don't. 

182
00:10:26,840 --> 00:10:29,800
Know this is the I can chat 
chart, not chat, but the chat's 

183
00:10:29,800 --> 00:10:34,040
probably worse than the chart 
and then this is are you guys 

184
00:10:34,040 --> 00:10:35,600
ready? 
Should we? 

185
00:10:36,080 --> 00:10:39,000
It's not great. 
Spoiler. 

186
00:10:40,600 --> 00:10:47,200
Oh fuck Slurf Dev I. 
Have to slurp dev right there. 

187
00:10:50,560 --> 00:10:52,280
Slurf to have just attacked the 
IS. 

188
00:10:54,640 --> 00:10:56,960
That 160. 
People that is left. 

189
00:11:00,520 --> 00:11:04,320
Like fog is 2X blast right now, 
yeah. 

190
00:11:04,920 --> 00:11:07,840
But there's more things going on
flogging on blast though, right?

191
00:11:09,480 --> 00:11:15,320
Yeah, people that don't love 
these L2 tokens, like fuck that 

192
00:11:15,320 --> 00:11:18,840
is a crazy chart. 
That's a fucking crazy chart 

193
00:11:18,840 --> 00:11:19,360
dude. 
How? 

194
00:11:19,440 --> 00:11:22,080
Bullish was everyone in July. 
July, we're in. 

195
00:11:22,080 --> 00:11:23,880
November. 
No, do not bucket me with 

196
00:11:23,880 --> 00:11:27,920
everyone. 
We, I, I was in the camp, I was 

197
00:11:27,920 --> 00:11:29,480
drinking the stats kool-aid, 
right? 

198
00:11:29,480 --> 00:11:32,040
I thought I could launch it like
8 or $10, which was going to be 

199
00:11:32,040 --> 00:11:34,440
what, like a $10 billion 
valuation? 

200
00:11:34,440 --> 00:11:36,960
Like we these valuations were 
just too high and I think. 

201
00:11:38,200 --> 00:11:40,680
Let's look at let's take a look 
at layer 20, Tyler. 

202
00:11:42,120 --> 00:11:46,920
The Kool-aid was definitely 
being drank so much that OV 

203
00:11:46,920 --> 00:11:50,440
pivoted from lasted drank points
and so. 

204
00:11:52,320 --> 00:11:53,680
Those are rough year to date 
numbers. 

205
00:11:53,760 --> 00:11:56,520
Like I hate, I hate this like 
donkey on. 

206
00:11:57,200 --> 00:11:58,800
I know. 
OK, so let's look at it, right. 

207
00:11:58,800 --> 00:12:02,960
Layer 2's, all of them. 
Arbitron, which is the top 

208
00:12:03,000 --> 00:12:05,760
layer, two year down 69% year to
date. 

209
00:12:06,400 --> 00:12:09,840
Mantle, OK whatever 12%. 
Immutable is down 50%. 

210
00:12:10,240 --> 00:12:13,920
Optimism is down 63%. 
Polygons down 69%. 

211
00:12:13,960 --> 00:12:18,440
Starkness down 85%. 
ZK Singh is even on the air. 

212
00:12:19,880 --> 00:12:27,280
And that's with. 
Avo's down 89%, Metis, remember 

213
00:12:27,280 --> 00:12:28,480
that. 
Like, there's a whole narrative 

214
00:12:28,480 --> 00:12:30,360
around, like, Vitalik's mom at 
some point. 

215
00:12:30,360 --> 00:12:31,120
No. 
Is that the one? 

216
00:12:31,600 --> 00:12:33,360
Yeah. 
It's down 50%. 

217
00:12:33,360 --> 00:12:35,400
So even Vitalik's mom can't save
L twos. 

218
00:12:36,880 --> 00:12:41,200
Blast is down 64% year to date 
and it's behind scale Metis, 

219
00:12:41,200 --> 00:12:44,120
Manta Evo, ZK, Starknet, Polygon
even. 

220
00:12:46,960 --> 00:12:48,520
So it's not just blast what I'm 
trying to say. 

221
00:12:48,520 --> 00:12:51,120
But still like scroll is I mean 
even but that's not doing good 

222
00:12:51,120 --> 00:12:52,760
right now. 
It's down 20% on the week. 

223
00:12:53,680 --> 00:12:57,840
Wow. 
And wow, and this isn't a year 

224
00:12:57,840 --> 00:13:00,000
where Bitcoin's up basically 
100%. 

225
00:13:00,080 --> 00:13:03,320
This isn't the yeah Bitcoin. 
But year to date? 

226
00:13:03,840 --> 00:13:05,760
But what's the therium on the 
year, right? 

227
00:13:06,160 --> 00:13:11,960
Even there is only 7% year to 
date, so that's crazy. 

228
00:13:11,960 --> 00:13:15,400
The L1's up seven points year to
date and the average L2 is down 

229
00:13:15,400 --> 00:13:20,200
60% year to date. 
What's the Solana year to date? 

230
00:13:20,680 --> 00:13:27,360
Solana year to date is 59% up. 
It's not insane, but it's nice. 

231
00:13:31,240 --> 00:13:35,320
Wow, that's crazy. 
There's not a whole lot to say. 

232
00:13:35,320 --> 00:13:38,680
It's that's rough. 
Yeah, that is rough anyways. 

233
00:13:38,680 --> 00:13:42,840
So, OK, well, Mendo, market 
wise, tomorrow's going to be the

234
00:13:42,840 --> 00:13:44,920
biggest catalyst. 
I guess we'll see what happens 

235
00:13:44,920 --> 00:13:46,200
then. 
Do you think there's a lot of 

236
00:13:46,360 --> 00:13:48,680
there's a lot of thoughts and 
opinions on the timeline right 

237
00:13:48,680 --> 00:13:49,720
now? 
It's like very crowded. 

238
00:13:49,720 --> 00:13:51,880
I think the best thing is 
probably to wait and do nothing.

239
00:13:53,080 --> 00:13:55,080
But what do you think? 
Like I obviously like 

240
00:13:55,080 --> 00:13:57,240
Bernstein's coming in saying 
comma 50K. 

241
00:13:57,240 --> 00:13:59,920
If that happens, Kobe's coming 
saying either way, we're going 

242
00:13:59,920 --> 00:14:04,320
100K doesn't give a time frame 
smart, but I'm assuming that 

243
00:14:04,320 --> 00:14:07,520
he's thinking next year. 
But you know, how how do you how

244
00:14:07,520 --> 00:14:09,960
do you feel about this this in 
general? 

245
00:14:09,960 --> 00:14:13,320
Like I feel like we de risking 
to come up potentially winning 

246
00:14:13,320 --> 00:14:15,880
already, but do you think that 
we really go much, much lower? 

247
00:14:17,520 --> 00:14:21,560
I think we had a, we had a 
decent de risk, right. 74K 

248
00:14:21,560 --> 00:14:23,520
right? 
Yes, or 70 yeah. 

249
00:14:23,800 --> 00:14:28,680
So I think we could probably go 
to like 60 ish if come on. 

250
00:14:28,840 --> 00:14:31,240
But I think you buy that dip, 
everyone buys that dip, 

251
00:14:31,480 --> 00:14:35,760
particularly in Bitcoin. 
I think you'd also buy it in 

252
00:14:35,760 --> 00:14:40,120
memes genuinely. 
And the reason is like we've 

253
00:14:40,120 --> 00:14:43,040
just I've said before that meme 
coin dominance might might not 

254
00:14:43,040 --> 00:14:45,600
actually go higher if Trump goes
in, like you might have, people 

255
00:14:45,600 --> 00:14:49,600
might be reaching for, you know,
crypto as a tech play again, 

256
00:14:50,120 --> 00:14:52,880
because you can start to. 
I'm not saying memes will go 

257
00:14:52,880 --> 00:14:54,040
lower. 
I'm just saying I don't think 

258
00:14:54,480 --> 00:14:56,320
dominance doesn't necessarily go
higher in that world. 

259
00:14:56,320 --> 00:15:03,600
So weirdly, I think, yeah, if 
it's a Democratic or Dems win, 

260
00:15:03,960 --> 00:15:07,720
then then I think Bitcoin, you 
buy Bitcoin, you buy memes on 

261
00:15:07,720 --> 00:15:11,560
the dip. 
If if Trump gets in, probably 

262
00:15:11,560 --> 00:15:14,560
Solana is probably the best 
performer, I reckon. 

263
00:15:15,160 --> 00:15:18,840
And then I don't know exactly 
what I'm not saying, but I think

264
00:15:19,000 --> 00:15:24,720
on a on a rel Val basis or like 
a risk adjusted basis. 

265
00:15:24,760 --> 00:15:27,680
I I think the D5 coins would 
would zoom actually. 

266
00:15:28,280 --> 00:15:33,240
And I reckon maybe some of the 
other L ones that haven't that 

267
00:15:33,240 --> 00:15:35,520
were like classes security. 
So you could have like a big 

268
00:15:35,520 --> 00:15:41,560
Wick up in Sui or or I don't 
know, like phantom could have 

269
00:15:41,560 --> 00:15:43,760
like a big Wick. 
Anything that was like in the 

270
00:15:43,760 --> 00:15:47,560
crosshairs a little bit for 
being a central identity I think

271
00:15:47,560 --> 00:15:51,720
could have a big wigs. 
OK, well, the OC tomorrow. 

272
00:15:51,720 --> 00:15:52,760
So what's the deal with 
tomorrow? 

273
00:15:52,760 --> 00:15:55,560
Like how does it work, Tyler? 
Like I know it works in France. 

274
00:15:55,560 --> 00:15:56,960
Like at night you get all the 
results. 

275
00:15:57,000 --> 00:15:58,720
Like how? 
How does this process work and 

276
00:15:58,720 --> 00:15:59,600
forget? 
Yeah. 

277
00:15:59,600 --> 00:16:01,520
I mean in person voting 
typically goes till about like 

278
00:16:01,520 --> 00:16:07,600
6:00 PM I want to say. 
TD programming and stuff that. 

279
00:16:07,800 --> 00:16:10,640
Show you yeah, all the major 
news networks will be, you know,

280
00:16:10,760 --> 00:16:13,560
they'll be sharing the results 
as they come in live. 

281
00:16:13,720 --> 00:16:16,560
And you know, it starts with 
like a with 1% reported it. 

282
00:16:16,560 --> 00:16:19,920
It's got, you know, Trump up X 
percent or comma up X percent. 

283
00:16:19,920 --> 00:16:24,080
And then you just watch as more 
and more percentages start to 

284
00:16:24,080 --> 00:16:26,360
roll in. 
Some states are much faster than

285
00:16:26,360 --> 00:16:29,040
than others. 
Like Pennsylvania is one of the 

286
00:16:29,040 --> 00:16:29,960
key states. 
And I think they're, they're 

287
00:16:29,960 --> 00:16:32,320
typically slow, which is why 
folks don't think we're going to

288
00:16:32,320 --> 00:16:36,840
get the results on Tuesday. 
I guess that's such an important

289
00:16:36,840 --> 00:16:40,240
state. 
I, I think my, my, my overall 

290
00:16:40,240 --> 00:16:46,160
read right now is that folks are
like the Trump backers have 

291
00:16:46,160 --> 00:16:47,760
their, their narrative for why 
Trump's going to win. 

292
00:16:47,760 --> 00:16:49,760
And the combo backers have like 
this obvious narrative for why 

293
00:16:49,760 --> 00:16:51,440
they're going to win. 
And someone like half the 

294
00:16:51,440 --> 00:16:53,680
country is going to be like, 
this was so obvious in 

295
00:16:53,680 --> 00:16:56,000
hindsight, Like everyone's going
to think like there's going to 

296
00:16:56,000 --> 00:16:58,480
be this huge narrative in the 
next couple weeks. 

297
00:16:58,480 --> 00:17:02,240
And this was all so obvious. 
And it's not obvious right now. 

298
00:17:03,680 --> 00:17:07,839
Monday morning, like this thing 
still feels like it still feels 

299
00:17:07,839 --> 00:17:10,800
like a coin flip. 
I think the selzer pole was, was

300
00:17:10,800 --> 00:17:14,720
pretty eye opening for me just 
based on her history and and 

301
00:17:14,720 --> 00:17:18,680
track record. 
But again, it's just, it's just 

302
00:17:18,680 --> 00:17:21,960
one, it's 11 poll. 
And I, I feel like that's what 

303
00:17:21,960 --> 00:17:24,520
shook markets originally, but 
people are already starting to, 

304
00:17:24,520 --> 00:17:27,000
to distance themselves from 
that. 

305
00:17:27,480 --> 00:17:29,160
I think there's, I think all the
options are on the table. 

306
00:17:29,160 --> 00:17:31,920
I think the Trump landslides on 
the table, comma landslides on 

307
00:17:31,920 --> 00:17:36,000
the table. 
And then a very close like 27267

308
00:17:37,400 --> 00:17:40,280
is on the, the table as well. 
So we will see. 

309
00:17:40,520 --> 00:17:43,040
But we're out of what, what we 
are running out of time for is 

310
00:17:43,040 --> 00:17:46,240
any like big negative news 
events to impact us, right? 

311
00:17:46,240 --> 00:17:49,120
There's one day left. 
There's there's not, no no more 

312
00:17:49,120 --> 00:17:52,160
risks are really out there. 
Then they released 100 hours of 

313
00:17:52,160 --> 00:17:54,440
like Epstein talking about Trump
on Friday. 

314
00:17:54,720 --> 00:17:57,000
No one cared like no one cared 
like that's. 

315
00:17:57,080 --> 00:18:00,880
Crazy the Epstein takes hold on.
That did not. 

316
00:18:02,200 --> 00:18:04,280
I'm terminally online, you guys 
know that. 

317
00:18:04,640 --> 00:18:05,880
Yeah, you didn't. 
You didn't see that? 

318
00:18:06,240 --> 00:18:07,080
At all? 
Nothing. 

319
00:18:07,600 --> 00:18:08,920
I spent my weekend on the 
Internet. 

320
00:18:09,400 --> 00:18:11,720
One of Trump's, I think lawyers,
ex lawyers. 

321
00:18:11,960 --> 00:18:15,960
Trump's got a lot of ex lawyers.
Like it's true he has like 

322
00:18:16,000 --> 00:18:21,640
hundreds. 
He released some sort of 100 

323
00:18:21,720 --> 00:18:26,160
hour audio footage of Epstein. 
It's unconfirmed if it's Epstein

324
00:18:26,160 --> 00:18:29,320
but talking about Trump. 
But I was like, this is crazy. 

325
00:18:29,320 --> 00:18:30,880
Too weird. 
To see on a Friday. 

326
00:18:32,760 --> 00:18:34,040
What is it? 
Well, if it was big, they 

327
00:18:34,040 --> 00:18:35,640
wouldn't release on a Friday. 
First and foremost. 

328
00:18:35,640 --> 00:18:36,960
It's like the biggest rule of 
media. 

329
00:18:37,400 --> 00:18:38,520
But. 
Oh, I don't know, maybe it was 

330
00:18:38,520 --> 00:18:39,480
on Thursday. 
I just remember. 

331
00:18:39,520 --> 00:18:40,840
It being, but what? 
What is it? 

332
00:18:40,840 --> 00:18:42,120
What was it? 
What is it talking about? 

333
00:18:42,960 --> 00:18:46,320
Some weird stuff, like I think 
they I certainly saw like the 

334
00:18:46,320 --> 00:18:48,400
headlines from it because it's 
like 100 hours. 

335
00:18:48,880 --> 00:18:51,280
But there's something about 
Princess Diana, like they both 

336
00:18:51,360 --> 00:18:54,200
were bragging that they they 
slept with Princess Diana and 

337
00:18:54,200 --> 00:18:55,880
who slept with her first or 
something like that. 

338
00:18:58,800 --> 00:19:01,680
Yeah. 
Like nothing, nothing like 

339
00:19:02,320 --> 00:19:05,160
overly Epstein ish is what I 
that was what I took away from 

340
00:19:05,160 --> 00:19:07,560
it. 
Like, yeah. 

341
00:19:08,120 --> 00:19:11,800
TikTok OK, Henny Stone is more 
on to it's going the rounds on 

342
00:19:11,800 --> 00:19:13,520
TikTok. 
Obviously it won't make the 

343
00:19:13,520 --> 00:19:16,840
rounds on Elon's acts, but. 
They made the rounds. 

344
00:19:18,480 --> 00:19:22,400
I mean, I was, I I read probably
every political crypto take, 

345
00:19:22,640 --> 00:19:23,560
yeah. 
Political. 

346
00:19:23,840 --> 00:19:26,520
Take on Twitter this weekend. 
I think I read all of that and 

347
00:19:26,520 --> 00:19:29,000
there was there was not much 
talk on the Epstein stuff. 

348
00:19:29,200 --> 00:19:33,120
Like I, I saw it, but it was not
a pervasive headline. 

349
00:19:34,080 --> 00:19:37,240
I don't think it's like, I mean,
at this point it's not 

350
00:19:37,440 --> 00:19:38,840
information. 
I don't think that would really 

351
00:19:38,840 --> 00:19:40,640
swing many people's. 
Minds this. 

352
00:19:41,160 --> 00:19:43,640
This is what I mean though. 
It's just like the compared to 

353
00:19:43,800 --> 00:19:49,080
elections in other countries, 
this one is it is wild like the 

354
00:19:49,080 --> 00:19:51,160
stuff that. 
Happened this entire elections 

355
00:19:51,160 --> 00:19:54,480
is like a movie, like a a a 
sitcom or I don't know, like 

356
00:19:54,480 --> 00:19:56,600
they're just a bad Black Mirror 
episode. 

357
00:19:57,960 --> 00:20:01,040
It's just weird between that 
this what you're talking about 

358
00:20:01,040 --> 00:20:03,280
and. 
I don't know, it's like Cardi B 

359
00:20:03,280 --> 00:20:04,960
reading off the phone. 
Like. 

360
00:20:05,280 --> 00:20:07,320
It's almost on Saturday Night 
Live and now they're saying it's

361
00:20:07,320 --> 00:20:10,960
an FCCC violation. 
Yeah, that and like it's on both

362
00:20:10,960 --> 00:20:12,360
sides, but for it's worth both 
sides. 

363
00:20:12,360 --> 00:20:14,640
Like weird. 
Like it's just it's so weird. 

364
00:20:15,760 --> 00:20:17,200
It's just so weird. 
I don't know. 

365
00:20:17,480 --> 00:20:20,840
I don't know. 
It's a it's a lot. 

366
00:20:21,160 --> 00:20:23,840
It's a lot. 
Everyone was painful for me real

367
00:20:23,840 --> 00:20:26,600
quick because I actually had a 
fairly large position on yes, 

368
00:20:27,080 --> 00:20:30,520
that she would go. 
Oh, and I closed it a week and a

369
00:20:30,520 --> 00:20:32,760
half ago because there's wasn't 
much time left and I just 

370
00:20:32,920 --> 00:20:34,520
thought she was going to be too 
busy to do. 

371
00:20:34,520 --> 00:20:37,040
It you got to believe. 
That was a painful one. 

372
00:20:37,640 --> 00:20:40,760
And you got to believe. 
I think the odds were down to 

373
00:20:40,760 --> 00:20:44,200
like 2 or 3%. 
Anyone, anyone who had it like 

374
00:20:44,240 --> 00:20:49,000
it was a massive win. 
Wow, wow, wow, that's that's 

375
00:20:49,000 --> 00:20:51,960
interesting. 
OK, well, look, we'll see where 

376
00:20:51,960 --> 00:20:53,080
it goes. 
It looks like this morning 

377
00:20:53,080 --> 00:20:54,800
though, there was quite a bounce
across all the prediction 

378
00:20:54,800 --> 00:20:56,960
markets on on the Trump shares, 
but seems like it's just like 

379
00:20:56,960 --> 00:21:00,000
Wales doubling down, right? 
Just a lot of people are 

380
00:21:00,000 --> 00:21:03,840
slamming the Trump buys across 
the board on the they're buying 

381
00:21:03,840 --> 00:21:09,320
a dip, they're buying a dip. 
It seems like our French whale 

382
00:21:09,320 --> 00:21:11,600
and everybody else is. 
So this French whale is it's. 

383
00:21:12,440 --> 00:21:13,480
Back to 6040. 
Wow. 

384
00:21:13,880 --> 00:21:19,360
Yeah, it's 5743 on Calci and 
it's 6040 on Polymarket, and I 

385
00:21:19,360 --> 00:21:21,680
don't ever want to hear that 
Polymarket is Republican bias 

386
00:21:21,680 --> 00:21:23,720
because there was a photo of 
Shane Copeland with like Tim 

387
00:21:23,720 --> 00:21:28,440
Walz going around this weekend. 
It's not even a knock. 

388
00:21:28,440 --> 00:21:31,240
I'm just saying I don't ever 
want to hear that is a bias on 

389
00:21:31,240 --> 00:21:34,640
the polling market side. 
Yeah, To be fair, I think that 

390
00:21:34,640 --> 00:21:39,440
kind of that kind of saved it if
I guess, I guess if well. 

391
00:21:39,440 --> 00:21:42,720
I don't look like if you 
literally just search it like, 

392
00:21:43,000 --> 00:21:46,640
you know, I don't, I don't want 
to hear it as a bias anymore. 

393
00:21:49,320 --> 00:21:53,280
It seems like, you know, it 
seems like he was at the 

394
00:21:53,280 --> 00:21:55,680
campaign fundraiser in New York 
on Monday night. 

395
00:21:56,760 --> 00:21:59,480
You know, hey, if I was him, I'd
be playing both sides of the of 

396
00:21:59,480 --> 00:22:01,720
the corner anyways, because, you
know, he's got a lot of 

397
00:22:01,720 --> 00:22:05,280
business, right? 
So, so it's pretty smart 

398
00:22:05,360 --> 00:22:06,960
anyways. 
OK, so look, we'll see what 

399
00:22:06,960 --> 00:22:09,840
happens on that front. 
Tyler's boots on the ground. 

400
00:22:09,840 --> 00:22:11,680
Any you're not in a swing state,
are you? 

401
00:22:11,840 --> 00:22:14,240
No, the opposite. 
In a state so we'll. 

402
00:22:14,640 --> 00:22:15,760
Sign the state. 
Yeah, we'll get. 

403
00:22:15,760 --> 00:22:17,920
Logan on tomorrow. 
Logan should come on morning 

404
00:22:17,920 --> 00:22:19,440
tomorrow and talk to us from the
Swedes, yeah. 

405
00:22:19,800 --> 00:22:21,760
Logan's in Pennsylvania. 
I actually. 

406
00:22:22,280 --> 00:22:25,800
Weekend in North Carolina, two 
of us the two most important 

407
00:22:25,800 --> 00:22:26,480
swings. 
Who? 

408
00:22:26,480 --> 00:22:29,240
Who's there? 
He he spent he's visited some 

409
00:22:29,240 --> 00:22:30,600
family in North Carolina this 
week. 

410
00:22:31,200 --> 00:22:36,200
OK, so let's get, let's get, 
let's get. 

411
00:22:37,040 --> 00:22:39,560
No, there's not a bias. 
I'm getting texts saying there's

412
00:22:39,560 --> 00:22:42,320
a bias on prediction markets. 
You are wrong. 

413
00:22:42,320 --> 00:22:44,000
There's no bias on prediction 
markets. 

414
00:22:44,000 --> 00:22:45,960
OK. 
And if you think there's a bias 

415
00:22:45,960 --> 00:22:49,760
in, take the other side, take 
the other side and and put your 

416
00:22:49,760 --> 00:22:54,440
money on the US anyway. 
So let's get Logan on tomorrow. 

417
00:22:54,440 --> 00:22:56,120
We'll we'll have an election 
special. 

418
00:22:56,320 --> 00:22:58,240
You know, I got a blue hat, I 
got a Red Hat. 

419
00:22:58,240 --> 00:23:01,160
We'll see which one I wear. 
Would you guys, would you guys 

420
00:23:01,160 --> 00:23:03,360
Co host with me if I wore a MAGA
hat on the show? 

421
00:23:04,800 --> 00:23:06,840
What's to think about it? 
Would you close with me if I 

422
00:23:06,840 --> 00:23:07,920
wore a Kamala Harris hat? 
Oh. 

423
00:23:09,800 --> 00:23:11,600
Man, I haven't seen one of 
those. 

424
00:23:12,360 --> 00:23:14,840
Actually, do they make hats? 
I don't think they do. 

425
00:23:15,360 --> 00:23:17,480
I think Trump's got the the 
political hat market. 

426
00:23:17,480 --> 00:23:22,160
Yeah, I think he's got the 
political hat market cordon 

427
00:23:22,880 --> 00:23:25,000
pretty well anyways. 
Alright, let's move on from this

428
00:23:25,000 --> 00:23:27,640
stuff. 
Tyler, top 1000. 

429
00:23:28,560 --> 00:23:40,240
Let's see what you got. 
We just covered it with the top 

430
00:23:40,240 --> 00:23:41,720
story, folks. 
If you haven't heard it yet, 

431
00:23:41,720 --> 00:23:46,120
Trump does lead 60 to 40 on 
Polymarket right now, just one 

432
00:23:46,120 --> 00:23:48,920
day ahead of the election. 
All eyes are on that. 

433
00:23:49,240 --> 00:23:52,680
Bitcoin ETF saw outflows on 
Friday for just the second time 

434
00:23:52,680 --> 00:23:57,360
in two weeks after just a 
several days of massive inflows.

435
00:23:57,360 --> 00:24:00,560
So we'll see what happens today.
Ethereum researchers Justin 

436
00:24:00,560 --> 00:24:04,360
Drake and one other was resigned
from their advisory roles at 

437
00:24:04,360 --> 00:24:06,880
eigen layer over conflict of 
interest concerns. 

438
00:24:06,880 --> 00:24:10,360
We've seen that eigen layer go 
down considerably, probably UBS.

439
00:24:10,360 --> 00:24:12,760
Lot of tokenization news here 
this weekend. 

440
00:24:12,760 --> 00:24:15,680
Yeah, so UBS launched their 
first tokenized fund on 

441
00:24:15,680 --> 00:24:17,520
Ethereum. 
It's called the UBSUSD Money 

442
00:24:17,520 --> 00:24:20,680
Market Investment Fund. 
Singapore is set to advance 

443
00:24:20,680 --> 00:24:24,680
tokenization of financial 
services via some regulatory 

444
00:24:24,680 --> 00:24:26,400
headway. 
And then Citi and Fidelity have 

445
00:24:26,400 --> 00:24:30,000
created a proof of concept for 
digital foreign exchange swaps 

446
00:24:30,040 --> 00:24:33,560
on chain. 
So 3 big pieces of news on the 

447
00:24:33,560 --> 00:24:37,160
tokenization front. 
In AI news, we saw virtuals, 

448
00:24:37,160 --> 00:24:40,880
they rolled out an updated AI 
agent launchpad where you unlock

449
00:24:40,880 --> 00:24:44,520
different functionality at 
higher market caps, one of those

450
00:24:44,520 --> 00:24:48,520
being sentiency. 
So we'll have to see what that 

451
00:24:48,520 --> 00:24:51,800
actually means if we get there. 
And then we also saw an AI agent

452
00:24:51,800 --> 00:24:55,800
tied to the AI16Z team make the 
its first autonomous token swap 

453
00:24:56,120 --> 00:24:59,320
on testnet over the weekend that
that token pumped on the back of

454
00:24:59,320 --> 00:25:02,440
that news in broader memes and 
NFT, these meme coin maters are 

455
00:25:02,440 --> 00:25:04,080
green this morning, up about 1 
to 6%. 

456
00:25:04,080 --> 00:25:07,440
Doge is leading the way. 
We saw this meme coin peanut go 

457
00:25:07,840 --> 00:25:13,920
absolutely nuclear on Saturday. 
This thing ran past $120 million

458
00:25:13,920 --> 00:25:17,040
in volume, one of the biggest 
single day totals I've seen in 

459
00:25:17,040 --> 00:25:19,080
quite some time. 
Though it has come back to earth

460
00:25:19,520 --> 00:25:21,440
here. 
We saw several AI memes start to

461
00:25:21,440 --> 00:25:25,240
rebound, lots of new zoo animals
and then flaw getting all time 

462
00:25:25,240 --> 00:25:28,280
high around 3:50 this morning. 
So flaws still looking strong 

463
00:25:28,840 --> 00:25:33,120
and NFTS FOMO, Maggies dominant 
Solana, This one wasn't on my 

464
00:25:33,120 --> 00:25:34,880
radar. 
They jumped 90%. 

465
00:25:34,880 --> 00:25:36,600
They're at 49 sold. 
They flipped mad last. 

466
00:25:36,600 --> 00:25:39,480
They are now the number one NFT 
on Solana. 

467
00:25:39,840 --> 00:25:41,080
So we'll have to take a look at 
those. 

468
00:25:41,600 --> 00:25:44,520
Ape chain NFTS briefly soared 
over the weekend, led by this 

469
00:25:44,520 --> 00:25:48,000
Monkeys collection. 
Several ape chain collections up

470
00:25:48,320 --> 00:25:51,560
triple digits. 
Jpeg's got fun partner with 

471
00:25:51,560 --> 00:25:54,360
Tensor to create a pump fund 
like platform for NFT launches. 

472
00:25:55,000 --> 00:25:59,960
So now we've got a pump fund for
NFTS Rectrix sold out all 222 

473
00:25:59,960 --> 00:26:02,280
thousand of its cans under 48 
hours. 

474
00:26:02,520 --> 00:26:06,440
They also announced rewards 
season 1 will end tomorrow at 

475
00:26:06,440 --> 00:26:09,840
5:00 PM Eastern. 
So make sure to to lock in those

476
00:26:09,840 --> 00:26:12,080
season 1 rewards and then some 
breaking news this morning, 

477
00:26:12,080 --> 00:26:16,680
Magic King continues to to lean 
into token training as a big 

478
00:26:16,680 --> 00:26:19,280
part of its future. 
And they also included the 

479
00:26:19,280 --> 00:26:21,400
concept of a launchpad. 
So it looks like they're going 

480
00:26:21,400 --> 00:26:25,720
to be a token launchpad here in 
the near future as well, and 

481
00:26:25,720 --> 00:26:30,800
that is the. 
All right, this is a lot. 

482
00:26:31,400 --> 00:26:35,760
Let's start with peanut, OK? 
I was like, you know, I woke up 

483
00:26:35,760 --> 00:26:38,760
on Saturday morning. 
Literally the first thing I saw 

484
00:26:38,760 --> 00:26:41,240
when I opened my eyes was a 
video of that couple on TMZ. 

485
00:26:41,240 --> 00:26:44,200
It was the first thing that that
hit my timeline when I opened X.

486
00:26:44,760 --> 00:26:46,520
That's what I do, wake up in the
morning and check X, right? 

487
00:26:47,240 --> 00:26:49,440
And and I was like, well, 
there's probably going to be 

488
00:26:49,640 --> 00:26:51,240
this peanut token we talked 
about yesterday. 

489
00:26:51,240 --> 00:26:55,000
It's probably going to pump. 
Obviously did nothing and then 

490
00:26:55,000 --> 00:26:58,800
went to $100 million, Tyler. 
So we're like what, hundreds of 

491
00:26:58,800 --> 00:27:01,920
millions of dollars of volume in
the 1st 24 hours. 

492
00:27:01,920 --> 00:27:05,120
I believe it was 250 mil in the 
first day. 

493
00:27:06,240 --> 00:27:08,600
Did you guys catch that? 
Did you guys trade that? 

494
00:27:08,600 --> 00:27:09,960
Did you guys like get in and out
of this one? 

495
00:27:11,280 --> 00:27:13,840
I did. 
I had a nice little 2X in size 

496
00:27:13,840 --> 00:27:18,760
like so the mistake I made. 
So I went to X to report on this

497
00:27:18,760 --> 00:27:20,240
when it was at 35. 
Million. 

498
00:27:21,080 --> 00:27:23,520
Instead of buying and then I 
ended up buying like 30 minutes 

499
00:27:23,520 --> 00:27:27,560
later at like 55, but I sold at 
1:20. 

500
00:27:27,800 --> 00:27:30,800
Oh nice, topped it. 
I I did top this one which is 

501
00:27:30,800 --> 00:27:33,560
very rare for me. 
Wow, you actually top topped it.

502
00:27:33,840 --> 00:27:37,000
My, my, my idea was like, what 
else could possibly have 

503
00:27:37,000 --> 00:27:38,880
happened to give it more 
attention than what? 

504
00:27:38,880 --> 00:27:43,120
Than what happened on Saturday? 
Like you had several Elon 

505
00:27:43,120 --> 00:27:48,160
tweets, you saw it go around 
like every single news agency. 

506
00:27:48,160 --> 00:27:49,640
Like I just didn't think it 
could. 

507
00:27:49,640 --> 00:27:52,080
Possibly. 
What more can you get than this 

508
00:27:52,680 --> 00:27:56,320
right? 
And he still is talking about 

509
00:27:56,320 --> 00:27:59,680
it, which is wild. 
I mean, he's, he's like leading 

510
00:27:59,680 --> 00:28:01,200
Trump's Get out the vote 
campaign. 

511
00:28:02,560 --> 00:28:04,760
Wait. 
Liddy in his pin tweet. 

512
00:28:06,280 --> 00:28:08,160
So I guess that's the bull case,
if you're still holding your 

513
00:28:08,160 --> 00:28:11,880
peanut is you feel like Elon's 
going to still come back. 

514
00:28:12,640 --> 00:28:16,040
If your peanuts are on the 
table, you know, I guess that's 

515
00:28:16,040 --> 00:28:18,760
what you're hoping for. 
Mando, you got in and out of 

516
00:28:18,760 --> 00:28:24,920
this one. 
Yeah, not not a full 2X, but a 

517
00:28:24,920 --> 00:28:28,760
decent decent trade, just 
literally within the space of 

518
00:28:28,760 --> 00:28:30,640
like 2 hours. 
Though I love that those are the

519
00:28:30,640 --> 00:28:32,040
best though, right? 
Because then you're just going 

520
00:28:32,040 --> 00:28:34,800
to move on with your day. 
Yeah, like I texted you in the 

521
00:28:34,800 --> 00:28:35,600
chat. 
I was like, hey, this thing's 

522
00:28:35,600 --> 00:28:38,000
going to run, isn't it? 
And then that was when it was at

523
00:28:38,000 --> 00:28:40,960
60 and then it went to 1:10-ish 
and I sold it around then. 

524
00:28:40,960 --> 00:28:43,960
So but close. 
Well done. 

525
00:28:44,000 --> 00:28:45,520
I love that. 
That was a big story. 

526
00:28:45,880 --> 00:28:48,480
And then he had this like 
Raccoon Brothers some shit. 

527
00:28:52,560 --> 00:28:55,040
Yeah, there's layers to the 
story, like the the person who 

528
00:28:55,040 --> 00:28:57,480
owns it, you know, runs an only 
fans. 

529
00:28:58,120 --> 00:29:01,200
Yeah, yeah, yeah. 
I heard stories about that too. 

530
00:29:02,000 --> 00:29:05,360
I didn't, I didn't dive into 
that, that aspect of the story. 

531
00:29:06,000 --> 00:29:09,200
And there was also the squirrel 
bit of police officer and the 

532
00:29:09,200 --> 00:29:11,600
reason that they killed it was 
to get a rabies test. 

533
00:29:13,800 --> 00:29:18,040
I don't know that that seems 
somewhat reasonable to me, but 

534
00:29:18,040 --> 00:29:20,520
I'm not, I'm not going to. 
We don't need to dive into the. 

535
00:29:23,280 --> 00:29:27,200
Killing their pets, Tyler. 
I'm not a fan of people's pets 

536
00:29:27,200 --> 00:29:31,800
harming other people as as 
someone who has two young kids. 

537
00:29:33,480 --> 00:29:34,520
Wait, are you? 
Wait, what? 

538
00:29:34,600 --> 00:29:37,400
Hold on. 
I'm just kidding. 

539
00:29:37,440 --> 00:29:38,800
OK, well, that was the story of 
the weekend. 

540
00:29:38,800 --> 00:29:40,440
Honestly. 
Aside from. 

541
00:29:40,840 --> 00:29:43,720
The greatest, the greatest part 
about it was like it was a very 

542
00:29:43,720 --> 00:29:46,880
viable meme at like 3 to 5 
million the day before because 

543
00:29:47,360 --> 00:29:49,280
the story was out there. 
It just wasn't viral. 

544
00:29:50,840 --> 00:29:52,840
It's true it wasn't viral. 
And then the Trump e-mail went 

545
00:29:52,840 --> 00:29:54,120
out right. 
Yeah. 

546
00:29:55,120 --> 00:29:57,840
Like I remember seeing the 
e-mail that a friend got because

547
00:29:57,840 --> 00:29:59,800
from the Trump campaign, like if
you subscribe, like you just get

548
00:29:59,800 --> 00:30:01,640
Trump's emails like whatever in 
America. 

549
00:30:02,160 --> 00:30:04,760
And it had the peanut story and 
my friend wasn't sure it was 

550
00:30:04,760 --> 00:30:06,080
real or not. 
He was like, is this real? 

551
00:30:06,080 --> 00:30:08,200
I'm like, I think it would 
because it sounds like something

552
00:30:08,200 --> 00:30:10,120
he would grasp on, like it's 
memeable. 

553
00:30:10,760 --> 00:30:12,520
Yeah, I don't know if he ended 
up talking about it at the rally

554
00:30:12,520 --> 00:30:13,800
or not. 
I know a lot of people thought 

555
00:30:13,800 --> 00:30:15,400
he would. 
I don't think he did. 

556
00:30:15,960 --> 00:30:18,400
And I think by today, like we we
said it was like, oh, this 

557
00:30:18,400 --> 00:30:20,840
thing's going to last today. 
I think we all agreed when you, 

558
00:30:20,840 --> 00:30:22,200
me and Amanda were talking about
it in the chat. 

559
00:30:22,200 --> 00:30:24,480
Oh, this thing's going to have 
like, 24 hours. 

560
00:30:24,920 --> 00:30:26,120
I mean, it reminds me of Lucy, 
right? 

561
00:30:26,120 --> 00:30:27,600
Like, where's Lucy now? 
Let's look at it. 

562
00:30:27,760 --> 00:30:28,360
Yeah, it's done. 
Yeah. 

563
00:30:30,400 --> 00:30:32,200
I think, I think one of the 
takeaways here is if you were 

564
00:30:32,200 --> 00:30:34,960
trading memes, these new like 
viral memes. 

565
00:30:35,040 --> 00:30:39,000
Momentum memes they've. 
Got short shelf laps, like when 

566
00:30:39,000 --> 00:30:43,320
they go on these huge runs, like
you've got a handful of days for

567
00:30:43,320 --> 00:30:46,200
the attention to spike and then 
they're probably just going to 

568
00:30:46,200 --> 00:30:48,520
bleed out. 
And like it's not enough time 

569
00:30:48,520 --> 00:30:50,440
for like a cult to form around 
it. 

570
00:30:50,440 --> 00:30:54,200
Or like true holders who like 
love Luche or love the peanut 

571
00:30:54,200 --> 00:30:56,640
meme, right? 
Everyone's just playing to try 

572
00:30:56,640 --> 00:31:00,400
to hit these scalps and then the
dust settles and we'll see 

573
00:31:00,400 --> 00:31:03,520
what's left. 
But I mean, it's possible, 

574
00:31:04,160 --> 00:31:05,200
right? 
They could come back. 

575
00:31:05,280 --> 00:31:07,080
I don't know. 
I I'm not super bullish on on 

576
00:31:07,160 --> 00:31:09,480
either of these in the midterm. 
Yeah, same. 

577
00:31:11,200 --> 00:31:13,160
Definitely not. 
It definitely took some steam 

578
00:31:13,160 --> 00:31:15,840
away from my coins, but it's OK 
because they're all bouncing 

579
00:31:15,880 --> 00:31:18,520
back this morning because that's
the again like, you know that 

580
00:31:18,520 --> 00:31:20,800
cycle we talked about last time 
with Luche, but we talked about 

581
00:31:20,800 --> 00:31:24,800
it with Mudang, something like 
how like people rotate out, AI 

582
00:31:24,800 --> 00:31:27,760
made a sorry and rotate back in 
and here we go again. 

583
00:31:27,760 --> 00:31:30,360
It's Monday morning. 
You either made money on Peanut 

584
00:31:30,360 --> 00:31:35,040
or you most likely lost some 
money or broke even for the 99% 

585
00:31:36,040 --> 00:31:38,800
and now you're going to rotate 
it back into your coins. 

586
00:31:38,880 --> 00:31:41,520
If you're lucky, some of them 
are lower and if you're unlucky,

587
00:31:41,960 --> 00:31:45,880
they're higher and you're buying
back your bag higher. 

588
00:31:45,880 --> 00:31:47,800
So there's that. 
Why is someone sharing? 

589
00:31:49,560 --> 00:31:51,440
Yeah, like the whole Maraud 
board is green now. 

590
00:31:52,720 --> 00:31:55,240
The AI meta is rebounding. 
So basically it was a huge 

591
00:31:55,240 --> 00:31:57,600
liquidity stock, everything 
bought out and now we're 

592
00:31:58,080 --> 00:32:01,680
starting to see people go back 
to the more, the more tested. 

593
00:32:01,800 --> 00:32:04,840
Someone just shared. 
Did he just retweet that? 

594
00:32:04,840 --> 00:32:06,400
Is that why? 
I don't know, Someone just 

595
00:32:06,400 --> 00:32:11,440
shared a GCR link but maybe he 
just retweeted something because

596
00:32:11,440 --> 00:32:16,760
I'm trying to see what he's 
sharing but I don't know if I 

597
00:32:16,760 --> 00:32:22,240
can copy paste this in my shit. 
No I can't. 

598
00:32:22,680 --> 00:32:24,840
OK, I thought GCR tweeted or 
something. 

599
00:32:26,640 --> 00:32:29,000
Yeah, I don't. 
Know I oh wow he did 4 minutes 

600
00:32:29,000 --> 00:32:31,080
ago. 
Holy shit GCR is back. 

601
00:32:31,080 --> 00:32:33,680
Hold on, hold on. 
We must stop everything. 

602
00:32:33,960 --> 00:32:35,600
First time. 
Hold on, hold on. 

603
00:32:35,600 --> 00:32:37,720
GCR is back. 
GCR is back, ladies and 

604
00:32:37,720 --> 00:32:41,760
gentlemen, JCR is back. 
It's just in rug radio. 

605
00:32:43,200 --> 00:32:47,040
Breaking news. 
All right, well it looks like it

606
00:32:47,040 --> 00:32:51,200
looks like GCR has made a 
comeback on the on the timeline 

607
00:32:51,680 --> 00:32:56,040
with the tweet here. 
My many on CT have not been 

608
00:32:56,040 --> 00:32:58,680
alive in 2000, let alone old 
enough to remember it. 

609
00:32:59,240 --> 00:33:01,760
Although it is common to believe
your vote doesn't matter, 

610
00:33:01,760 --> 00:33:04,880
perhaps a very quick history 
lesson in order is in order in 

611
00:33:04,880 --> 00:33:08,320
the election for the ages. 
The final outcome of the 2000 

612
00:33:08,320 --> 00:33:17,280
election was decided on the mere
537 votes, 448.847% to 48.838%. 

613
00:33:18,480 --> 00:33:21,360
Although it is unlikely to be 
close that close in 2024, I 

614
00:33:21,360 --> 00:33:24,040
would still encourage everyone 
to get out the polls and vote, 

615
00:33:24,040 --> 00:33:26,320
whether you're voting Republican
or Democrat. 

616
00:33:26,320 --> 00:33:32,920
Wow, GCR asking the people to to
vote and then sharing a link to 

617
00:33:33,280 --> 00:33:38,400
this video here. 
Good grief to the famous, you 

618
00:33:38,400 --> 00:33:42,640
know, George Bush, Al Gore, 
presidential election, 2000. 

619
00:33:43,640 --> 00:33:45,120
Yeah, yeah. 
Interesting. 

620
00:33:45,120 --> 00:33:47,520
So he breaks a three-year 
silence to tell people just to 

621
00:33:47,520 --> 00:33:48,920
go out and. 
Vote and he no, but he then he 

622
00:33:48,920 --> 00:33:58,200
just also retweeted a tweet 
which is he retweeted himself 

623
00:33:58,200 --> 00:34:04,160
here saying one of my highest 
conviction trades Trump 2024 

624
00:34:05,080 --> 00:34:08,679
that's from three years ago 
massively illiquid on FTX. 

625
00:34:08,679 --> 00:34:11,600
So we've been accumulating via 
Alameda OTC and other sources 

626
00:34:11,600 --> 00:34:16,480
since $0.10. 
Biggest risk to the trade is a 

627
00:34:16,800 --> 00:34:21,400
myocardial infarction, but 
otherwise program for $0.65. 

628
00:34:22,360 --> 00:34:24,280
Interesting. 
Yeah, I mean, it's hit 65 

629
00:34:24,280 --> 00:34:27,400
multiple times. 
So, so I mean, he he's right 

630
00:34:27,400 --> 00:34:30,120
about that. 
I think Hoax expects him to be 

631
00:34:30,120 --> 00:34:31,760
one of the larger like Trump 
betters. 

632
00:34:31,760 --> 00:34:33,920
I think he's a large holder of 
the the Trump token though. 

633
00:34:33,920 --> 00:34:35,840
He's he's sold like half the 
position, I believe. 

634
00:34:36,800 --> 00:34:39,920
I haven't really been following.
I haven't, I don't follow GCR's 

635
00:34:39,920 --> 00:34:41,880
wallet but someone in here 
probably does. 

636
00:34:41,880 --> 00:34:46,159
But GCR is back y'all. 
This is going to be an exciting 

637
00:34:46,159 --> 00:34:49,000
time. 
Kobe's tweeting GCR is back. 

638
00:34:49,000 --> 00:34:51,920
Let's go. 
Kobe is tweeting, GCR is back. 

639
00:34:51,920 --> 00:34:54,800
This is like, this is like, this
is interesting. 

640
00:34:54,800 --> 00:34:58,400
This is going to get like, you 
know, this is going to be an 

641
00:34:58,400 --> 00:35:01,160
insane 24 hours, dude. 
Are you excited for the next 24 

642
00:35:01,160 --> 00:35:02,080
hours? 
I'm excited. 

643
00:35:02,080 --> 00:35:05,400
I'm a bit more nervous than I 
was, although like ultimately 

644
00:35:05,400 --> 00:35:07,560
I'll be. 
I think I'll be fine with both 

645
00:35:07,560 --> 00:35:11,800
outcomes. 
We'll be happy to move past. 

646
00:35:11,800 --> 00:35:14,360
I'm hoping it's not I I just 
hope it's not super close. 

647
00:35:14,520 --> 00:35:16,880
I I would be happier with a 
landslide either way, I think 

648
00:35:16,880 --> 00:35:18,560
than than like a contested 
election. 

649
00:35:18,880 --> 00:35:23,200
So I'm hoping it's not, it's not
too close here, but I think 

650
00:35:23,200 --> 00:35:26,040
what's more exciting is like to 
move past this and it feels like

651
00:35:26,040 --> 00:35:28,200
like it's the cycle about to 
start for real. 

652
00:35:28,720 --> 00:35:31,040
Like everyone's coming back, 
like everyone's laying out their

653
00:35:31,040 --> 00:35:36,680
huge Bitcoin targets and this is
the last thing in the way that. 

654
00:35:37,480 --> 00:35:39,840
Check this out. 
I want to on that note, I want 

655
00:35:39,840 --> 00:35:42,080
to show you this chart that 
rookie shared and rookie's a 

656
00:35:42,080 --> 00:35:45,440
pretty good trader, right? 
This is the closest we've been 

657
00:35:45,440 --> 00:35:47,720
to prior cycles at all time 
highs before presidential 

658
00:35:47,720 --> 00:35:51,320
election, Presidential election.
I'm betting on this time not 

659
00:35:51,320 --> 00:35:53,160
being any different. 
We're all going to make it. 

660
00:35:54,080 --> 00:36:00,720
So listen, I personally like I 
really believe in cycles. 

661
00:36:01,240 --> 00:36:03,400
You what do you like? 
I think a lot of people are 

662
00:36:03,400 --> 00:36:05,320
saying, you know, the whole this
time is different goes both 

663
00:36:05,320 --> 00:36:08,800
ways, right? 
And I don't believe in that. 

664
00:36:08,800 --> 00:36:09,960
This time is different 
narrative. 

665
00:36:10,000 --> 00:36:11,880
Like every time we see this time
there for coin, this time is 

666
00:36:11,880 --> 00:36:13,080
different. 
We always get wrecked. 

667
00:36:13,720 --> 00:36:15,920
Why would this time like be 
different here? 

668
00:36:15,920 --> 00:36:19,160
You know what I mean? 
Yeah, I mean that the cycles are

669
00:36:19,160 --> 00:36:21,680
tied to like the, the miners as 
well, right. 

670
00:36:21,680 --> 00:36:24,360
And like I, I've never been like
I'm not super deep in, in the 

671
00:36:24,360 --> 00:36:27,200
technical, technical details of,
of how the cycles work. 

672
00:36:28,240 --> 00:36:31,080
The the miners have huge supply 
and then the, the amount that 

673
00:36:31,080 --> 00:36:32,960
they're generating gets cut in 
half. 

674
00:36:33,480 --> 00:36:35,880
They have six months to sell 
their their previous holdings. 

675
00:36:35,880 --> 00:36:38,880
Then they just kind of run out. 
So that that's typically when we

676
00:36:38,880 --> 00:36:41,080
start to see the pumps. 
So that's how I understand it, a

677
00:36:41,080 --> 00:36:42,520
large part of how the cycles 
play out. 

678
00:36:43,240 --> 00:36:45,080
I'm sure there's more to it than
that. 

679
00:36:45,560 --> 00:36:48,000
So I think that's why they 
historically held up. 

680
00:36:48,200 --> 00:36:51,240
I do think when the minor 
allocation to Bitcoin gets 

681
00:36:51,240 --> 00:36:53,400
smaller and smaller in the 
future, perhaps that the cycles 

682
00:36:53,400 --> 00:36:56,120
go away. 
But this feels like a cycle set 

683
00:36:56,120 --> 00:36:58,240
up. 
It really does. 

684
00:36:59,120 --> 00:37:01,560
And I think it's all going to 
play out. 

685
00:37:01,640 --> 00:37:04,720
And we talked about last week, 
but there's more and more signal

686
00:37:04,720 --> 00:37:07,840
from some of the smartest 
investors in the world that 

687
00:37:07,840 --> 00:37:11,480
inflation is coming and Bitcoin 
is one of the is one of the 

688
00:37:11,480 --> 00:37:15,520
single best inflation edge plays
on the board, I think. 

689
00:37:15,520 --> 00:37:16,760
So the Bitcoin's going to be 
great. 

690
00:37:16,760 --> 00:37:20,680
I think the question, the open 
question right now is how, how's

691
00:37:20,680 --> 00:37:24,480
the rest of the board, perhaps 
there's more impact there, you 

692
00:37:24,480 --> 00:37:27,440
know, for her wins like and we 
we kind of talked about that in 

693
00:37:27,440 --> 00:37:30,040
Mando's section. 
Yeah, we'll see how the rest of 

694
00:37:30,040 --> 00:37:34,200
the board acts. 
I'm waiting, man. 

695
00:37:34,200 --> 00:37:35,280
I'm waiting. 
Oh wow. 

696
00:37:35,280 --> 00:37:38,840
We also get open sea breaking 
news now. 4 minutes ago. 

697
00:37:38,960 --> 00:37:41,240
Yeah, look at that. 
Everyone's breaking. 

698
00:37:41,920 --> 00:37:44,640
Yeah, a new open sea coming 
December 2024. 

699
00:37:45,000 --> 00:37:50,920
Interesting. 
A new open sea. 4 minutes ago. 

700
00:37:54,760 --> 00:38:00,680
What could it be? 
If there's no token, I don't 

701
00:38:00,680 --> 00:38:02,920
want to know. 
I was going to say that. 

702
00:38:04,040 --> 00:38:09,320
Can you imagine a scenario where
open C just says fuck it we're 

703
00:38:09,320 --> 00:38:12,120
going to warn everyone based on 
historical trading activity? 

704
00:38:13,000 --> 00:38:20,800
You're token a lot man. 
I was expecting the open CNFTS 

705
00:38:20,800 --> 00:38:25,920
come into something. 
Like that hold on hold on what a

706
00:38:25,920 --> 00:38:30,160
missed opportunity hold on hold 
on hold on hold on all right I'm

707
00:38:30,160 --> 00:38:37,160
fixing that open CNFTS all right
dot, it's out it's live all 

708
00:38:37,160 --> 00:38:40,040
right let's go fantasy top card 
holders fucking send it I'm. 

709
00:38:40,560 --> 00:38:44,040
Gonna start it too. 
Oh, no, I forgot to enter this 

710
00:38:44,040 --> 00:38:46,560
one. 
I didn't. 

711
00:38:46,560 --> 00:38:49,920
Maybe I did. 
I usually do it on the weekend, 

712
00:38:49,920 --> 00:38:50,600
did I not? 
Oh. 

713
00:38:55,280 --> 00:38:58,080
Fuck, well I played you at least
so I'll be benefiting. 

714
00:38:58,240 --> 00:39:00,080
Well, good for you. 
Good thing for you is I'm here. 

715
00:39:00,080 --> 00:39:02,600
I'm just waiting for the fucking
OK to be able to post my 20 

716
00:39:02,600 --> 00:39:06,200
Fidel interview so. 
What would open season ask? 

717
00:39:06,280 --> 00:39:08,280
So I mean, hey, I'm excited for 
them, right? 

718
00:39:08,280 --> 00:39:09,960
I think a lot of folks have been
wondering like, what have they 

719
00:39:09,960 --> 00:39:12,560
been doing? 
So maybe they've been building 

720
00:39:13,400 --> 00:39:15,720
in secret, right? 
Like they've been quietly 

721
00:39:15,720 --> 00:39:17,560
cooking. 
All right, so Devin Penzer 

722
00:39:17,560 --> 00:39:21,160
commented, We've been quietly 
cooking at open C to really 

723
00:39:21,160 --> 00:39:23,600
innovate, sometimes you have to 
take a step back and reimagine. 

724
00:39:23,720 --> 00:39:26,200
We've built a new open C from 
the ground up. 

725
00:39:26,200 --> 00:39:30,400
Wow what could do you think they
go the magic eating route and 

726
00:39:30,400 --> 00:39:32,160
it's more like leaning into like
the. 

727
00:39:32,800 --> 00:39:34,880
Prospect, I usually know this 
shit. 

728
00:39:35,160 --> 00:39:37,520
I have to admit I don't know 
this shit this time. 

729
00:39:39,160 --> 00:39:40,840
This may be why they were trying
to get in touch with. 

730
00:39:41,960 --> 00:39:43,600
Me. 
Yeah. 

731
00:39:43,600 --> 00:39:46,040
I mean, let's get Devin hung in 
the near future. 

732
00:39:46,320 --> 00:39:49,600
Fuck it, Devin, come on, you've 
welcome in I mean always, right,

733
00:39:49,600 --> 00:39:52,600
the big the big exchange stuff 
we we host always like magic 

734
00:39:52,600 --> 00:39:56,520
Eden, open C and the other big 
centralization in crypto. 

735
00:39:58,320 --> 00:40:01,160
OK, I don't know. 
I don't know. 

736
00:40:01,160 --> 00:40:05,360
Let me let me follow up on that 
actually, but but we'll see. 

737
00:40:05,360 --> 00:40:07,280
Maybe it's so yeah, someone says
Solano support. 

738
00:40:07,800 --> 00:40:13,560
I swear to God if it's just. 
No, surely, but there's a wait 

739
00:40:13,560 --> 00:40:17,040
list though. 
Let's go on the website like 

740
00:40:17,040 --> 00:40:21,120
there's a what's the web like? 
There's by the way, this is very

741
00:40:21,120 --> 00:40:23,080
cool. 
I have to say, iconography wise,

742
00:40:23,080 --> 00:40:27,600
like everything. 
See, I can like, you hear that, 

743
00:40:28,040 --> 00:40:33,760
You hear the song, you don't 
hear the volume thing. 

744
00:40:35,400 --> 00:40:37,280
I hear it, but I I can't tell 
what it is like. 

745
00:40:37,280 --> 00:40:39,960
I hear there's music. 
Whoa, I can play with the boat. 

746
00:40:40,160 --> 00:40:42,840
OK, this website's well done. 
I'm directing the boat. 

747
00:40:42,840 --> 00:40:47,480
Look, I go right, I go left. 
Wait, let's go this way. 

748
00:40:47,480 --> 00:40:49,000
OK, This is website 6. 
Fuck. 

749
00:40:49,000 --> 00:40:50,120
Let me just see that. 
Hold on. 

750
00:40:50,840 --> 00:40:53,040
Oh, oh, oh, oh, wait, wait, 
wait. 

751
00:40:53,040 --> 00:40:55,720
I have to connect a wallet to go
to the next step. 

752
00:40:55,720 --> 00:40:59,200
Hold on. 
Hopefully this is not a scam. 

753
00:40:59,200 --> 00:40:59,560
Right? 
So. 

754
00:41:00,160 --> 00:41:01,720
Hopefully you don't get rugged 
in real time. 

755
00:41:05,360 --> 00:41:08,120
Just make sure they're not 
hacked. 

756
00:41:08,120 --> 00:41:11,120
Just make sure they don't hack. 
No, it looks like it's real. 

757
00:41:11,560 --> 00:41:14,760
This is wild. 
Everyone's saying when token 

758
00:41:14,920 --> 00:41:17,600
every single comment. 
I imagine, I mean you were 

759
00:41:17,600 --> 00:41:20,640
pretty deep in all this. 
I imagine your your lifetime 

760
00:41:20,640 --> 00:41:22,080
open seat training volume is 
pretty high. 

761
00:41:22,080 --> 00:41:24,320
Like I I did 8 figures. 
Fucking crazy. 

762
00:41:25,360 --> 00:41:27,560
So I mean, I would a token me 
great. 

763
00:41:27,560 --> 00:41:28,760
I I feel like this isn't going 
to. 

764
00:41:28,920 --> 00:41:30,080
Be crazy. 
Yeah, it's. 

765
00:41:31,560 --> 00:41:37,040
Going to be a new Launchpad man,
I I've got no idea what what 

766
00:41:37,040 --> 00:41:38,600
it's going to be really. 
Well, let's spend some time 

767
00:41:38,600 --> 00:41:40,120
thinking about this. 
But exciting news. 

768
00:41:40,480 --> 00:41:43,080
I still like the open C browsing
experience is still better than 

769
00:41:43,080 --> 00:41:45,960
most of the other most of the 
other sites. 

770
00:41:46,520 --> 00:41:51,160
Yeah, yeah. 
I guess we'll see. 

771
00:41:51,160 --> 00:41:56,080
What lots of breaking news, lots
of breaking news this morning. 

772
00:41:57,200 --> 00:42:00,480
So which let's go back to what 
you had planned for us because 

773
00:42:00,480 --> 00:42:04,560
it's UBS news actually for 
Ethereum, you know, and for the 

774
00:42:04,560 --> 00:42:08,280
cryptocurrency in general, I 
thought was massive news that 

775
00:42:08,280 --> 00:42:13,960
came out late last week. 
The tokenization is yeah. 

776
00:42:14,080 --> 00:42:16,640
So I I wrote about this this 
morning for the for the 

777
00:42:16,640 --> 00:42:21,760
newsletter. 
So UBS 5.7 trillion management 

778
00:42:21,760 --> 00:42:24,400
so that they are a true giant. 
They launched the first 

779
00:42:24,400 --> 00:42:27,840
tokenized fund. 
It's called these names are they

780
00:42:27,840 --> 00:42:28,920
need some help with their 
naming. 

781
00:42:28,920 --> 00:42:33,120
But UBS USD money market 
investment fund token, but it's 

782
00:42:33,120 --> 00:42:36,040
abbreviated you meant you meant 
is a good acronym. 

783
00:42:36,240 --> 00:42:37,400
So we'll give them credit for 
that. 

784
00:42:37,560 --> 00:42:40,320
It's built on Etherium. 
It's available through their 

785
00:42:40,320 --> 00:42:42,280
distributors. 
They offer institutional grade 

786
00:42:42,600 --> 00:42:45,800
cash management backed by money 
market assets. 

787
00:42:45,800 --> 00:42:49,120
So it's like your your bonds, 
it's your low risk assets, but 

788
00:42:49,120 --> 00:42:52,600
you can now buy them and trade 
on chain. 

789
00:42:52,600 --> 00:42:55,760
It comes from their digital 
asset arm, which is called UBS 

790
00:42:56,160 --> 00:42:58,560
Tokenized. 
So they do have an in in house 

791
00:42:58,560 --> 00:43:02,960
tokenization service. 
They offer full life cycle 

792
00:43:02,960 --> 00:43:06,920
support from origination and 
issuance to custody and again, 

793
00:43:06,920 --> 00:43:10,560
focused on bonds and funds. 
So all all the banks are 

794
00:43:10,560 --> 00:43:13,560
building this out, I feel like. 
So UBS just launched this 

795
00:43:13,560 --> 00:43:17,880
product. 
We also saw the news out of city

796
00:43:17,880 --> 00:43:20,880
and Fidelity so that they're 
showcasing cutting edge forex 

797
00:43:20,880 --> 00:43:24,600
swap technology using 
tokenization for faster and more

798
00:43:24,600 --> 00:43:27,240
efficient trades. 
So that's the that's the 

799
00:43:27,240 --> 00:43:28,680
headline. 
I mean, that all makes sense. 

800
00:43:28,680 --> 00:43:32,280
Like to those of us who are, who
are in the, the weeds and, and 

801
00:43:32,280 --> 00:43:35,680
using these crypto products, we 
know how much faster they are. 

802
00:43:35,880 --> 00:43:40,120
You know, how much cheaper these
types of trades are than, than 

803
00:43:40,120 --> 00:43:41,600
what you have in traditional 
banking. 

804
00:43:42,000 --> 00:43:44,640
So it makes sense to to use 
blockchain. 

805
00:43:45,720 --> 00:43:48,080
And it seems like I feel like a 
lot of these announcements are 

806
00:43:48,080 --> 00:43:51,080
coming out of the conference 
going on in Singapore and in 

807
00:43:51,080 --> 00:43:53,120
Asia. 
So maybe we'll get some more 

808
00:43:53,160 --> 00:43:55,600
here this week. 
It feels like it was a busy 

809
00:43:55,600 --> 00:44:02,000
weekend. 
Wow, Yeah, this is this is 

810
00:44:02,000 --> 00:44:04,600
really, this is really starting 
to come together nicely. 

811
00:44:04,600 --> 00:44:07,600
We have such a nice set up for 
like a freaking incredible bull 

812
00:44:07,600 --> 00:44:09,840
run at this stage about 5 
minutes ago. 

813
00:44:09,840 --> 00:44:12,760
Again, like this is like, but 
it's just little, it's little 

814
00:44:12,760 --> 00:44:15,200
things that keep adding up. 
It's like first state pension 

815
00:44:15,200 --> 00:44:18,520
fund buys ETF, like more 
Ethereum news. 

816
00:44:18,520 --> 00:44:20,480
Maybe that's pushing it. 
Maybe that's what you're talking

817
00:44:20,480 --> 00:44:22,080
about. 
That's, you know, state of 

818
00:44:22,080 --> 00:44:23,800
Michigan. 
Actually, I wanted to talk about

819
00:44:23,800 --> 00:44:25,560
this and maybe we have a longer 
conversation with Mando 

820
00:44:25,560 --> 00:44:26,040
tomorrow. 
We. 

821
00:44:26,120 --> 00:44:28,960
Should, yeah. 
Jurassi, Nate Jurassi, he's one 

822
00:44:28,960 --> 00:44:33,480
of the the ETF, yeah, folks 
basically says he thinks the ETF

823
00:44:33,480 --> 00:44:35,920
bid is coming. 
He said he thought it would be 

824
00:44:35,920 --> 00:44:40,160
slow, it would take some time, 
but he does think it's coming, 

825
00:44:42,200 --> 00:44:44,880
which if you're, I mean, if we 
we've dunked on it. 

826
00:44:45,240 --> 00:44:46,880
But like this is an important 
viewpoint. 

827
00:44:48,480 --> 00:44:52,720
And if you wonder like what it 
is full case for ETH here and 

828
00:44:52,720 --> 00:44:56,400
this is one, right? 
Like if the Bitcoin ETFs just, 

829
00:44:56,520 --> 00:45:01,440
you know, reached 30 billion, 40
billion, it's not a, it's not a 

830
00:45:01,440 --> 00:45:03,000
wild stretch to think they're 
going to start moving 

831
00:45:03,000 --> 00:45:05,600
downstream. 
I know we said that Solana could

832
00:45:05,600 --> 00:45:07,800
be a good trade on the back of 
like a Trump win, which I agree 

833
00:45:07,800 --> 00:45:10,920
with because the like that 
narrative is heavily like all 

834
00:45:10,920 --> 00:45:12,920
etcetera that were labeled 
securities and removed from 

835
00:45:12,920 --> 00:45:13,960
rubbing that Solana was one of 
them. 

836
00:45:13,960 --> 00:45:17,280
Let's be honest, right? 
But I hate to say it, but I 

837
00:45:17,280 --> 00:45:19,280
think it's theorem going to be a
fucking great trade too, bro, 

838
00:45:20,600 --> 00:45:22,520
because it's just down. 
It's the most biggest. 

839
00:45:22,760 --> 00:45:26,000
Suno's up 60% year to date. 
Bitcoin's up 60% year to date. 

840
00:45:27,320 --> 00:45:29,440
Oh, Devin answered December 
can't come soon enough. 

841
00:45:30,520 --> 00:45:40,800
But but but then you have, you 
know, then you have, then you 

842
00:45:40,800 --> 00:45:44,840
have, then you have a theorem 
that already has the ETF. 

843
00:45:46,960 --> 00:45:48,720
Maybe we're maybe we're going to
flip to 8 balls. 

844
00:45:50,720 --> 00:45:55,000
I'm a money bowl, brother. 
I, you know, so I don't know I. 

845
00:45:55,000 --> 00:45:57,800
Mean ETH, something to watch. 
It's definitely, it's definitely

846
00:45:57,800 --> 00:45:59,920
something to watch here. 
I think if the ET, if the ETF 

847
00:45:59,920 --> 00:46:03,480
inflows start picking up, it 
becomes a very interesting 

848
00:46:03,480 --> 00:46:04,920
trade. 
It could be also. 

849
00:46:05,280 --> 00:46:08,680
Good for punks. 
I was going to say, but not just

850
00:46:08,680 --> 00:46:12,400
punks like ETH eco means Pepe 
would finally cut like Pepe has 

851
00:46:12,400 --> 00:46:15,120
been performing versus the rest 
of the market, meme corn market 

852
00:46:15,480 --> 00:46:18,320
heavily, right? 
Like it's been heavily on the 

853
00:46:18,320 --> 00:46:20,000
actually it's not even looking 
that great, right? 

854
00:46:20,000 --> 00:46:22,520
So it's like it's like you're 
looking at Pepe. 

855
00:46:22,520 --> 00:46:25,080
It's like 3.35, right? 
At some point, of course, it 

856
00:46:25,080 --> 00:46:26,360
bottoms. 
Probably around here. 

857
00:46:27,120 --> 00:46:28,720
So bad you had to take your 
lines off. 

858
00:46:28,720 --> 00:46:31,160
Yeah, literally. 
But you know, probably on the 

859
00:46:31,440 --> 00:46:33,960
like this is this is around just
this area, right? 

860
00:46:33,960 --> 00:46:35,880
This area is like usually where 
it bounces. 

861
00:46:37,560 --> 00:46:39,920
Then you have MOG. 
How's MOG looking? 

862
00:46:39,920 --> 00:46:41,320
I'm scared of pulling it up 
here. 

863
00:46:42,440 --> 00:46:44,360
Oh Oh my cup and handle still in
full motion. 

864
00:46:44,560 --> 00:46:47,080
Yeah, our cup and handles are 
still wet. 

865
00:46:47,280 --> 00:46:49,880
Broke the fuck down, let me tell
you that. 

866
00:46:49,880 --> 00:46:52,720
Did it. 
I just was looking at it all 

867
00:46:52,720 --> 00:46:58,320
weekend. 
But mog, but punks, and we're 

868
00:46:58,320 --> 00:47:00,600
talking about L2's. 
I don't know if L2's are 

869
00:47:00,600 --> 00:47:04,600
becoming a good trade, but the 
ecosystem on them starts, you 

870
00:47:04,600 --> 00:47:07,840
know, coming back to life, which
is super important. 

871
00:47:07,840 --> 00:47:10,680
So we'll see. 
What are the top of tier of MU 

872
00:47:10,680 --> 00:47:11,760
coins? 
SPX? 

873
00:47:12,720 --> 00:47:15,680
What's SPX at 6:49? 
So SPX and Mark are really 

874
00:47:15,680 --> 00:47:19,000
trading together at this stage. 
Nero maybe? 

875
00:47:20,560 --> 00:47:22,880
Maybe what? 
Mudeng's on Salon. 

876
00:47:23,240 --> 00:47:27,000
Solana Nero's got all the 
listings too right? 

877
00:47:27,000 --> 00:47:31,560
At this stage they announced 
Coinbase futures if Nero bottoms

878
00:47:31,560 --> 00:47:35,440
is here right? 
Or bounces, same as Pepe here, 

879
00:47:36,360 --> 00:47:40,480
previous highs, but again, I 
don't have any positions in that

880
00:47:40,480 --> 00:47:42,240
one. 
I completely missed out the 

881
00:47:42,240 --> 00:47:45,880
whole thing, but I don't know 
we'll see. 

882
00:47:45,880 --> 00:47:47,240
I'm curious about that. 
We should talk about theorem 

883
00:47:47,240 --> 00:47:49,760
tomorrow, see what's up. 
But every time I look at 

884
00:47:49,760 --> 00:47:51,480
theorem, I want to smash my head
against the wall. 

885
00:47:51,480 --> 00:47:54,920
So I'm going to I'm going to 
wait for for tomorrow anyways. 

886
00:47:54,960 --> 00:47:56,920
No code today. 
We do codes Tuesday, Wednesday, 

887
00:47:56,920 --> 00:47:59,640
Thursday, and Friday. 
Y'all, as you may know, codes 

888
00:47:59,640 --> 00:48:01,760
are four days a week. 
We don't do giveaways on on 

889
00:48:01,760 --> 00:48:05,680
Mondays because we do four week.
But yeah, I think Tyler, I think

890
00:48:05,680 --> 00:48:07,480
that was a good. 
I think we went around the horn.

891
00:48:07,480 --> 00:48:09,040
I think we're good, right? 
For sure. 

892
00:48:09,760 --> 00:48:12,720
Perfect love to set. 
Well, big day tomorrow as the 

893
00:48:12,720 --> 00:48:14,840
elections open. 
We'll have we'll talk about it 

894
00:48:14,840 --> 00:48:16,360
again tomorrow. 
We'll see you tomorrow morning, 

895
00:48:16,360 --> 00:48:18,080
10:00 AM Eastern. 
Setup time for the episode of 

896
00:48:18,080 --> 00:48:20,000
Formal Hour on rock radio. 
Let's go.

