1 00:00:00,120 --> 00:00:03,680 Yo-yo, yo, what up? What up? 2 00:00:04,800 --> 00:00:18,080 Good morning. Good morning, MG, Tuesday March 3 00:00:18,080 --> 00:00:23,160 12th, 2024444. Look at that. 4 00:00:23,480 --> 00:00:25,960 Another beautiful day to have a beautiful day. 5 00:00:26,520 --> 00:00:30,520 Another day to choose Rich baby. I got my Co host in the house. 6 00:00:34,440 --> 00:00:36,720 What are you eating today? The burrito yesterday looked 7 00:00:36,720 --> 00:00:42,120 good. Oh, it's like mushrooms and 8 00:00:42,600 --> 00:00:44,120 eggs. My wife made it. 9 00:00:44,120 --> 00:00:46,080 It's like courgettes and chicken and rice. 10 00:00:46,240 --> 00:00:50,800 My wife, I like, I like very nice, very nice, very nice, very 11 00:00:50,800 --> 00:00:52,480 nice, very nice. Looks good, looks really good. 12 00:00:52,480 --> 00:00:54,680 It's funny because like, I feel like now that the time changed. 13 00:00:54,680 --> 00:00:57,360 Like we we fall in your lunch time, so usually they eat around 14 00:00:57,360 --> 00:00:58,800 2:30 I assume. No, I do. 15 00:00:58,800 --> 00:01:03,280 I actually do eat earlier. But I've just been, actually, 16 00:01:03,280 --> 00:01:05,480 No, I think I do. Yeah. 17 00:01:05,480 --> 00:01:11,000 I don't know. I I I eat around that time too. 18 00:01:11,000 --> 00:01:14,320 Honestly, it's like after the meetings show and then more 19 00:01:14,320 --> 00:01:16,600 meetings, I'm like, oh shit, it's two PMI should eat so. 20 00:01:16,840 --> 00:01:19,720 I usually eat between 1:00 and 3:00, like between 1:00 and PM. 21 00:01:19,720 --> 00:01:24,360 And rug radio is usually, yeah. Well, well, well, well we, you 22 00:01:24,360 --> 00:01:27,120 know, so daylight savings I guess still a thing, which I I 23 00:01:27,120 --> 00:01:29,600 don't even know why daylight savings exist, but I guess they 24 00:01:29,600 --> 00:01:33,120 exist because of the countries like ours where it gets dark 25 00:01:33,280 --> 00:01:35,680 really early and that's why we changed the time. 26 00:01:35,680 --> 00:01:37,760 Anyways, Mando, how you doing this morning, GM? 27 00:01:38,280 --> 00:01:40,120 Doing great, man, Doing fantastic. 28 00:01:40,800 --> 00:01:43,760 Fantastic. That's what I love to hear. 29 00:01:44,160 --> 00:01:46,040 That's what I love to hear. Did you guys, Did you guys, did 30 00:01:46,040 --> 00:01:51,560 you guys watch this Dave Portnoy all Nick episode just now? 31 00:01:52,520 --> 00:01:54,840 I saw some of the clips, I didn't think, didn't watch the 32 00:01:54,840 --> 00:01:56,520 whole thing, but. They're. 33 00:01:57,000 --> 00:02:00,240 Actually quite similar, right? As like he crushed it, They 34 00:02:00,240 --> 00:02:03,440 could easily be friends. They like literally, like, it's 35 00:02:03,440 --> 00:02:06,000 funny, like Dave Portnoy apologized for liking him at the 36 00:02:06,000 --> 00:02:07,200 end. He like, Nick left. 37 00:02:07,200 --> 00:02:08,720 He was like, I'm sorry, I like the guy. 38 00:02:08,919 --> 00:02:10,639 He's like, I really like this guy. 39 00:02:13,200 --> 00:02:15,080 He's like, I'm sorry, I like him and I love it. 40 00:02:15,080 --> 00:02:17,800 Because you're right, like Nifty Portal is kind of like the 41 00:02:17,800 --> 00:02:20,280 Barstool model, right? When it comes to like crypto 42 00:02:20,280 --> 00:02:23,200 content and web speed content, which is like that ridiculous 43 00:02:23,200 --> 00:02:26,560 style content, Nick is not afraid of making a fool of 44 00:02:26,560 --> 00:02:28,520 himself. Same for Dave Portnoy, right? 45 00:02:28,520 --> 00:02:32,360 It's like that whole style. And he came on, he came on right 46 00:02:32,360 --> 00:02:33,680 away. He was like, we were wanting to 47 00:02:33,680 --> 00:02:36,600 be the barstool of like, crypto and play was like what? 48 00:02:37,000 --> 00:02:39,560 I think. I think, I think, I think. 49 00:02:40,840 --> 00:02:45,720 I think, I think Nick is trying to set himself up with a little 50 00:02:45,720 --> 00:02:48,440 exit here on the show. I'm not gonna lie, he was 51 00:02:48,440 --> 00:02:49,840 chilling. Nifty portal on there. 52 00:02:49,840 --> 00:02:54,880 Like, hey Dave, you got money, you know? 53 00:02:54,880 --> 00:02:57,080 Listen, he went he did the got the job done. 54 00:02:57,080 --> 00:02:59,320 He showed nifty portal. He showed NFTS. 55 00:02:59,320 --> 00:03:02,720 He defended the NFTS are dead narrative in front of 50,000 56 00:03:02,760 --> 00:03:04,200 listeners. What the fuck are these 57 00:03:04,200 --> 00:03:05,440 balloons? And it's not a fifth. 58 00:03:05,720 --> 00:03:07,880 God damn it. I hate this new Mac OS update 59 00:03:08,560 --> 00:03:10,960 and I hate it OV it bugs my camera every time. 60 00:03:11,200 --> 00:03:15,760 Yeah, Loxy is in love with this. Like it does all these things. 61 00:03:15,800 --> 00:03:19,360 I don't get it. Oh, is this? 62 00:03:19,360 --> 00:03:21,200 Is this what it does? Yeah, it's, it's. 63 00:03:21,200 --> 00:03:22,920 And then you go like, yeah, there you go. 64 00:03:23,360 --> 00:03:26,360 But see mine bugs like that. So like I'll be in the middle of 65 00:03:26,360 --> 00:03:29,200 a meeting with like an institutional client and I'll 66 00:03:29,200 --> 00:03:31,160 put my thumbs up, like I agree with them and that'll make a 67 00:03:31,160 --> 00:03:34,400 stupid thing anyways. Anyways, Nick defended. 68 00:03:34,480 --> 00:03:36,120 You know the NFTS are dead. Narrative. 69 00:03:36,120 --> 00:03:38,200 You know, Dave Porno asked me. Hey, our NFTS dead. 70 00:03:38,200 --> 00:03:39,480 And Nick was like, no, they ain't dead. 71 00:03:39,640 --> 00:03:41,360 We had 100 million volumes yesterday. 72 00:03:41,360 --> 00:03:44,440 Two's rich. Good, man. 73 00:03:44,680 --> 00:03:46,520 I think it's definitely bad. So that was good. 74 00:03:46,520 --> 00:03:49,080 It was like 60 + 1000 people, You know, we had our boy up 75 00:03:49,080 --> 00:03:50,880 there on stage. It was good to see you love to 76 00:03:50,880 --> 00:03:52,120 see that. It was live on video. 77 00:03:52,120 --> 00:03:54,760 Dave clipped it like five times, already posted it right away. 78 00:03:54,760 --> 00:03:57,920 Then the Badagos donated $10,000 to Dave Portnoy's charity. 79 00:03:58,400 --> 00:04:00,600 Wow. Yeah, live on air, which is 80 00:04:00,600 --> 00:04:02,200 pretty smart. So it's a bunch of the community 81 00:04:02,200 --> 00:04:04,040 members got together on Discord and we're like, fuck it. 82 00:04:04,040 --> 00:04:06,520 Like let's just do something like that, which was really 83 00:04:06,520 --> 00:04:08,760 cool. And so anyways, I just, I just 84 00:04:08,760 --> 00:04:14,440 got off of watching this and so good big fan, big fan of of of 85 00:04:14,440 --> 00:04:15,640 Nick and what's going on right now. 86 00:04:15,640 --> 00:04:19,800 Hopefully it keeps going. So anyways, anyways, anyways, 87 00:04:20,040 --> 00:04:22,120 everyone. Well we're gonna choose Rich on 88 00:04:22,120 --> 00:04:23,800 today's show 'cause it is Tuesday, which means that we're 89 00:04:23,800 --> 00:04:26,120 doing loot box bins. So at the bottom right, at the 90 00:04:26,120 --> 00:04:27,320 bottom right there's Twitter spaces. 91 00:04:27,320 --> 00:04:29,040 The purple box. You go in there and you retweet. 92 00:04:29,040 --> 00:04:32,840 The Twitter space you follow FOMO hour FOMOHOURI mean you 93 00:04:32,840 --> 00:04:37,640 should be following FO hour and robecom ROLLBITCOM Our show 94 00:04:37,640 --> 00:04:40,080 partners. We do Robot Spins Tuesdays and 95 00:04:40,080 --> 00:04:43,480 Fridays $10,000 per both each day, right? 96 00:04:43,480 --> 00:04:47,280 So $5000 per spin. I load it up the the, the, the 97 00:04:47,280 --> 00:04:49,560 box just now with more squiggles, more wreck, more 98 00:04:49,560 --> 00:04:52,840 pandas, more rugs, another punk. I really want a punk to hit. 99 00:04:52,840 --> 00:04:55,840 So I hit a second punk in there and we'll see if that hits 100 00:04:55,840 --> 00:04:58,200 today. And as usual you know, shout out 101 00:04:58,200 --> 00:05:02,320 to our our show partners here on screen pallet and robit. 102 00:05:02,400 --> 00:05:06,440 All right, today on the show, today to day, what we got. 103 00:05:06,440 --> 00:05:08,680 We got a packed show lads. We got a we got a lot of stuff 104 00:05:08,680 --> 00:05:10,400 to talk about. We had CPI, we have market 105 00:05:10,400 --> 00:05:12,680 report, we have CPI, we have. We're going to talk crypto. 106 00:05:12,680 --> 00:05:15,800 We're going to talk NFTS, we're we're going to talk. 107 00:05:16,640 --> 00:05:20,000 There's a lot to go about yada yada daily topics and news as 108 00:05:20,040 --> 00:05:23,360 usual. And then last but not least so 109 00:05:23,360 --> 00:05:24,440 we're going to do a loot box spin. 110 00:05:24,680 --> 00:05:28,600 And also we are joined by special guests and today's show 111 00:05:28,600 --> 00:05:33,040 partners Jackie and James. And now Jackie and James are 112 00:05:33,040 --> 00:05:37,280 doing something pretty funny or fun must say say their project 113 00:05:37,920 --> 00:05:41,120 is they're they're selling NFTS and they're going to open a dive 114 00:05:41,120 --> 00:05:44,920 bar in New York. So it is so back. 115 00:05:45,240 --> 00:05:48,560 I can't wait to hear about that I'm not gonna lie big fan of 116 00:05:48,560 --> 00:05:51,160 dive bar dive bars in New York. But we we got our little dive 117 00:05:51,160 --> 00:05:53,400 bar OV you know last time we may have to hit it back this time 118 00:05:53,400 --> 00:05:57,400 around you know a little frog or a little Pepe dive bar you know 119 00:05:57,400 --> 00:06:00,400 in Soho. But but you know I'm I'm here to 120 00:06:00,480 --> 00:06:03,880 I'm I'm excited to hear what the dive dolphins got in store for 121 00:06:03,880 --> 00:06:05,840 us. So anyways anyways packed show 122 00:06:05,840 --> 00:06:08,240 today so why don't we get right into it. 123 00:06:08,240 --> 00:06:11,680 I'm actually today I'm gonna go to OV first because we had CPI 124 00:06:12,160 --> 00:06:14,560 and I want to know what's going on with those double digit, 125 00:06:14,560 --> 00:06:17,200 triple digit, all this inflation stuff thing you were talking 126 00:06:17,200 --> 00:06:21,840 about in the timeline Daily Market report brought to you by 127 00:06:21,840 --> 00:06:25,360 Rogue Radio. Oh, just what's the? 128 00:06:28,400 --> 00:06:28,960 Word. Hey, guys. 129 00:06:28,960 --> 00:06:33,000 So yeah, we had CPI today. The expectation was 3.1%. 130 00:06:33,000 --> 00:06:36,440 The number came in at 3.2%. So yeah, it's like a little bit 131 00:06:36,440 --> 00:06:38,760 higher. I think if we came in below, we 132 00:06:38,760 --> 00:06:40,040 would have really, really rallied. 133 00:06:40,440 --> 00:06:43,640 But I actually think personally I think that's another good 134 00:06:43,640 --> 00:06:47,360 number like to have inflation in the low threes while payrolls 135 00:06:47,360 --> 00:06:49,280 has been strong and while the economy's pretty strong, I think 136 00:06:49,280 --> 00:06:53,680 is is a good situation. It's kind of like a a Goldilocks 137 00:06:53,680 --> 00:06:56,440 scenario as you would call it in in the finance world. 138 00:06:56,440 --> 00:06:59,920 So I think that I actually think that number was good but maybe 139 00:06:59,920 --> 00:07:02,920 if people were expecting more aggressive numbers they would 140 00:07:02,920 --> 00:07:04,600 have been disappointed. Like interest rates are up 141 00:07:04,960 --> 00:07:09,840 stocks are up though crypto's taking a a bit of a selling off 142 00:07:09,840 --> 00:07:13,080 this morning but Bitcoin is still almost 72 K Ether's back 143 00:07:13,080 --> 00:07:15,800 below 4K. Altcoins seem to be struggling 144 00:07:15,840 --> 00:07:20,920 here a bit. I think Seoul's strong today. 145 00:07:20,920 --> 00:07:22,760 Seoul is up against both. Ethan Bitcoin. 146 00:07:22,760 --> 00:07:25,440 So yeah, I don't know it just feels like it feels like every 147 00:07:25,440 --> 00:07:27,320 coin has its own like consolidation thing at the 148 00:07:27,320 --> 00:07:30,960 moment or its own story at the moment and Bitcoin just keeps 149 00:07:30,960 --> 00:07:33,000 going higher. We had another 500 N of a 500 150 00:07:33,000 --> 00:07:36,120 million inflow yesterday as well, which is another big, big 151 00:07:36,120 --> 00:07:38,520 inflow day. So I think we're just in for 152 00:07:38,520 --> 00:07:39,920 more of the same. I think Bitcoin keeps going 153 00:07:39,920 --> 00:07:42,960 higher. I think ETH kind of goes along 154 00:07:42,960 --> 00:07:47,760 with it and alts, at some point they have to move higher, but 155 00:07:48,400 --> 00:07:49,840 you know, we're not there yet, I think. 156 00:07:50,720 --> 00:07:53,760 Not there yet. So CPI this morning. 157 00:07:55,920 --> 00:07:57,520 Good badge. Unchanged. 158 00:07:57,640 --> 00:07:59,680 No, it's not good. No, neither good nor bad. 159 00:07:59,680 --> 00:08:01,640 I think it's just. I'm just laughing. 160 00:08:01,840 --> 00:08:03,840 I'm like asking questions. Know nothing about my. 161 00:08:05,520 --> 00:08:06,880 They literally explained, but yeah. 162 00:08:08,040 --> 00:08:09,920 I need to get back on my game. You know what? 163 00:08:10,000 --> 00:08:13,600 Yeah, I ain't. I need to get back on my game. 164 00:08:13,600 --> 00:08:14,560 OK. CPI. 165 00:08:14,560 --> 00:08:19,280 Good. All right, so I mean, Obi was 166 00:08:19,280 --> 00:08:21,120 talking about like double handled inflation and shit like 167 00:08:21,120 --> 00:08:23,120 that yesterday at the time. And I'm like oh man, what's 168 00:08:23,120 --> 00:08:26,560 coming from this time? You know, it's not funny. 169 00:08:26,560 --> 00:08:28,400 I called him a bear when he made a bull post. 170 00:08:28,400 --> 00:08:29,200 I. Literally made a bull. 171 00:08:29,200 --> 00:08:31,800 He called me a bear. I thought it was AI was like. 172 00:08:32,240 --> 00:08:33,640 Imagine if we have two hands on inflation. 173 00:08:33,640 --> 00:08:35,200 He was like, stop being a bear. I was like. 174 00:08:35,720 --> 00:08:37,720 It was. So funny, dude. 175 00:08:37,799 --> 00:08:40,240 Like honestly, I thought it was the funniest thing ever because 176 00:08:40,240 --> 00:08:42,720 some people really actually thought he was bearish because I 177 00:08:42,720 --> 00:08:44,440 wrote that he was bearish, but he was not. 178 00:08:45,160 --> 00:08:48,720 Imagine 2 handled inflation. I go bro back to full bear and 179 00:08:48,720 --> 00:08:50,760 he goes this would be bullish and I go cousin I literally 180 00:08:50,760 --> 00:08:53,760 don't know what I'm talking about but then this person 181 00:08:53,760 --> 00:08:57,280 didn't seem to like it and thought it was I mean you know 182 00:08:57,280 --> 00:09:00,680 not knocking them their their their avid listener but it but I 183 00:09:00,680 --> 00:09:06,960 thought it was funny and then to see to mess with you But anyways 184 00:09:06,960 --> 00:09:10,360 yeah I mean like you're saying Solana last night guys seemed to 185 00:09:10,360 --> 00:09:13,000 was rallying around up to 155 and such. 186 00:09:13,000 --> 00:09:14,960 I mean, Amanda, what are you seeing on your end in terms of 187 00:09:15,040 --> 00:09:19,280 crypto markets right now? In terms of crypto Bitcoin 188 00:09:19,280 --> 00:09:21,800 Oddity had a huge inflow dead day again yesterday. 189 00:09:22,280 --> 00:09:24,480 It probably will have another big inflow again today. 190 00:09:24,640 --> 00:09:26,520 They're they're they're all starting to reduce their fees 191 00:09:26,520 --> 00:09:29,800 again so you could start to see even more inflows. 192 00:09:30,360 --> 00:09:33,960 Solana was outperforming. It doesn't tend to perform for 193 00:09:33,960 --> 00:09:36,120 that long. It's it's already gone back down 194 00:09:36,120 --> 00:09:38,600 below 150 right now. I think it was you know the 195 00:09:38,600 --> 00:09:39,760 funding was really high yesterday. 196 00:09:39,760 --> 00:09:43,160 It was exactly what we said You've seen A is sure a decent 197 00:09:43,160 --> 00:09:49,040 move down in most altcoins ETH at one point yesterday was did 198 00:09:49,040 --> 00:09:50,720 it go below? Yeah, it did it go into like. 199 00:09:52,680 --> 00:09:54,400 Yeah, if we're just under 4K right now, like. 200 00:09:54,480 --> 00:09:56,960 Before, yeah. But it was, yeah. 201 00:09:56,960 --> 00:09:59,400 So obviously that funding kind of caught up with everything and 202 00:09:59,400 --> 00:10:03,000 it's now a bit more stable. If you look across the board 37. 203 00:10:03,000 --> 00:10:07,200 23 Oh wow, I didn't see that. Yeah, so funding's come down 204 00:10:08,080 --> 00:10:10,720 because prices have come down. Bitcoin's still hanging out 205 00:10:10,800 --> 00:10:13,440 close to all time highs. It's just so tough to be bearish 206 00:10:13,440 --> 00:10:15,600 on Bitcoin right now. It is just so tough. 207 00:10:15,920 --> 00:10:18,680 There is just relentless inflows coming in. 208 00:10:19,520 --> 00:10:22,040 So even if you feel like it's, you know, it's getting a bit too 209 00:10:22,040 --> 00:10:25,480 gassed. It's very easy in this market 210 00:10:25,480 --> 00:10:28,240 for like dominance to go up and and Bitcoin just to stay where 211 00:10:28,240 --> 00:10:31,840 it is and other things go down. Solana was was performing well, 212 00:10:31,840 --> 00:10:35,680 like like there is this crazy volumes going on in Solana right 213 00:10:35,680 --> 00:10:38,120 now compared to everything else. I think yesterday was the 214 00:10:38,120 --> 00:10:40,920 highest number of addresses ever added. 215 00:10:40,920 --> 00:10:43,400 It was. 4 million, something like that. 216 00:10:43,520 --> 00:10:45,280 What was it? I don't know what the exact 217 00:10:45,280 --> 00:10:47,400 figure was on a daily address number, but it was it was the 218 00:10:47,400 --> 00:10:51,000 highest ever. So yeah, like just insane, 219 00:10:51,000 --> 00:10:54,440 insane, insane figures coming through and you know that's 220 00:10:54,440 --> 00:10:56,600 where all the activities happening in terms of alt coins. 221 00:10:56,600 --> 00:11:00,000 That's where all the activities happening in terms of even a 222 00:11:00,000 --> 00:11:02,360 bunch of like air drops seem to be coming in the next month or 223 00:11:02,360 --> 00:11:04,000 so. So that that's where stuff is 224 00:11:04,480 --> 00:11:09,320 ETH, ETH is still holding up OK, Like that ETF story hasn't like 225 00:11:09,320 --> 00:11:13,160 fully broken I don't think, but it's still holding up OK in this 226 00:11:13,160 --> 00:11:17,360 current environment. But you know it tomorrow or is 227 00:11:17,360 --> 00:11:20,440 it 2 days is the big upgrade. So there's a lot of talk about 228 00:11:20,480 --> 00:11:23,120 that interesting, like ETH beta hasn't really performed that 229 00:11:23,120 --> 00:11:25,120 well recently. Like L2's have never really 230 00:11:25,120 --> 00:11:27,680 haven't really caught up into that so I don't know if that's a 231 00:11:27,680 --> 00:11:29,680 good thing or a bad thing. ETH still seems like the 232 00:11:29,680 --> 00:11:34,320 strongest trade in the ETH ecosystem whereas Solana people 233 00:11:34,320 --> 00:11:38,240 are playing various different things and in meme coins all 234 00:11:38,240 --> 00:11:41,640 meme coins are were generally lower today offline and chain 235 00:11:41,640 --> 00:11:46,080 stuff. So like with drop below to Pepe 236 00:11:46,400 --> 00:11:52,880 is down about you know 1520% now from its from its high and a 237 00:11:52,880 --> 00:11:55,200 bunch of the other like listed meme coins are all are all 238 00:11:55,200 --> 00:11:57,400 lower. So it's basically been a bunch 239 00:11:57,400 --> 00:12:00,560 of rotation back into the Unchained Solana stuff. 240 00:12:00,560 --> 00:12:04,560 So obviously Nick is like the big thing today, but there was 241 00:12:05,200 --> 00:12:08,240 obviously the Dolan comic meme that they're redoing all like 242 00:12:08,240 --> 00:12:11,000 the Pepe variations. So moo moo bobo or having like 243 00:12:11,000 --> 00:12:13,360 a. Dude, that was crazy that the 244 00:12:13,360 --> 00:12:16,480 Moo moo thing was an AirDrop to a bunch of Solana holder like 245 00:12:16,480 --> 00:12:18,040 NFT holders. Right. 246 00:12:18,280 --> 00:12:20,520 So that they're just running back a lot of like the popular 247 00:12:20,520 --> 00:12:24,160 memes that have kind of been seen before but and seeing how 248 00:12:24,200 --> 00:12:26,800 far they can take him. So it just tells you like this 249 00:12:26,800 --> 00:12:30,240 is insane amount of activity happening in on Solana right 250 00:12:30,240 --> 00:12:32,240 now. I would say that that is, if I 251 00:12:32,240 --> 00:12:34,960 look at my timeline, that's where the majority of people are 252 00:12:34,960 --> 00:12:37,000 just training. It's fully back, yeah. 253 00:12:38,000 --> 00:12:41,240 And you know, NF TS are suffering for it, like a lot of 254 00:12:41,240 --> 00:12:45,800 ETH. NF TS are you know, BABAYC 255 00:12:45,800 --> 00:12:49,360 dropped below 15 E. Did you guys see that? 256 00:12:49,360 --> 00:12:52,840 It's a Bunny. Yeah, he has to eat his own 257 00:12:52,840 --> 00:12:55,880 shit. So yesterday you know crypto 258 00:12:55,880 --> 00:13:00,040 Twitter enthusiast, the real Bunny AKA known as the guy who 259 00:13:00,040 --> 00:13:03,720 held his ape AT500K and he posted his infamous watch Apple 260 00:13:03,720 --> 00:13:07,480 Watch post saying I choose like not I choose rich obviously. 261 00:13:07,480 --> 00:13:11,480 But it was like never selling or something that went viral you 262 00:13:11,480 --> 00:13:14,960 know said that if board apes go under 15 ETH. 263 00:13:15,720 --> 00:13:18,440 He wrote that back in August 2023 that he would eat his own 264 00:13:18,440 --> 00:13:22,320 shit and board apes last night went under 15 ETH. 265 00:13:22,680 --> 00:13:26,280 Mind you this is the same person that said it that if Penguins 266 00:13:26,280 --> 00:13:29,040 flipped apes he would get a Penguin tatted and he got it. 267 00:13:29,560 --> 00:13:31,720 He posted the video yesterday and got the Penguin tattoo. 268 00:13:31,720 --> 00:13:35,640 So I wouldn't be surprised if he does eat his own shit. 269 00:13:36,840 --> 00:13:40,200 Yeah, I mean, he got the tattoo here. 270 00:13:41,120 --> 00:13:43,000 So he he went ahead and like, fully. 271 00:13:43,000 --> 00:13:45,120 We are so back, boys. Like, we are so back. 272 00:13:45,120 --> 00:13:47,200 I mean, look at this. He got someone else's Penguin. 273 00:13:47,200 --> 00:13:50,200 Not even his own tatted. I feel like they're so back when 274 00:13:50,200 --> 00:13:52,200 someone's going to eat their own shit, is that is that? 275 00:13:53,280 --> 00:13:55,640 Was that we're we're about to be not back. 276 00:13:56,040 --> 00:13:59,720 Well, no, actually let me tell you guys something as as the, as 277 00:13:59,720 --> 00:14:01,920 the, as the we need, you know what we need in this market 278 00:14:01,920 --> 00:14:04,640 though, we need a left curve market report which is like led 279 00:14:04,640 --> 00:14:08,520 by me and so you guys do the right curve market report under 280 00:14:08,520 --> 00:14:11,680 the left curve market report. So today in my today left curve 281 00:14:12,040 --> 00:14:13,360 maxi. Let's do it. 282 00:14:13,360 --> 00:14:15,040 What's What's been going on in the left curve chair? 283 00:14:15,680 --> 00:14:19,160 Well, that's what's going on in the left curve world, you know, 284 00:14:21,240 --> 00:14:23,840 you know that's what's going on. And the next stuff, that's about 285 00:14:23,840 --> 00:14:25,120 it really. And but you're right about the 286 00:14:25,120 --> 00:14:27,280 Solana meme. Coins like really like taking so 287 00:14:27,280 --> 00:14:30,440 much team away from everything like with Pepe MOG, like MOG had 288 00:14:30,480 --> 00:14:32,160 a really bad day yesterday, right? 289 00:14:32,160 --> 00:14:34,400 It was its worst day in a while. I've obviously been tracking 290 00:14:34,400 --> 00:14:37,520 this coin pretty closely because I like it a lot and this is 291 00:14:37,520 --> 00:14:41,960 where my bags lie and so that one had a quite the dip but it 292 00:14:41,960 --> 00:14:44,680 was all day gate that IO had this whole thing going on about 293 00:14:44,680 --> 00:14:46,200 it where you could get involved into mug. 294 00:14:46,200 --> 00:14:47,520 I don't really understand how that works. 295 00:14:48,040 --> 00:14:50,680 And then last night overnight is when the listing went live. 296 00:14:50,760 --> 00:14:54,360 I think last night such as morning, like really early my 297 00:14:54,360 --> 00:14:57,120 time so maybe your morning so that one. 298 00:14:57,640 --> 00:14:59,800 And then you know it seems to be recovering from that. 299 00:14:59,800 --> 00:15:03,640 But you know from the left curve sides, it's really just been 300 00:15:03,640 --> 00:15:05,280 like Nick has been catching so much team. 301 00:15:05,280 --> 00:15:07,600 Like I've literally witnessed last night like people flooring 302 00:15:07,600 --> 00:15:10,680 stole NF TS and just eat NF TS and like just buying this thing 303 00:15:10,680 --> 00:15:14,480 up like it's actually wild. It's like the NFTMF first coin. 304 00:15:15,280 --> 00:15:17,280 I don't know how to explain it. You know what I mean? 305 00:15:17,280 --> 00:15:20,160 It's like every NFTMF is behind Nick now. 306 00:15:20,400 --> 00:15:23,240 And what I like is that it's not even just NFTMF first, it's also 307 00:15:23,240 --> 00:15:26,320 CT So you know how at first we talk about how CT we didn't get 308 00:15:26,320 --> 00:15:28,880 the joke because we get it because we know Nick, right. 309 00:15:29,040 --> 00:15:30,600 So CT doesn't understand so handsome. 310 00:15:31,560 --> 00:15:34,880 You know, gainesy like all the big like CT dudes like thought 311 00:15:34,880 --> 00:15:38,080 he was being serious and made fun of him only to turn around 312 00:15:39,160 --> 00:15:41,760 and I'll support him. So you have like base carbon. 313 00:15:41,760 --> 00:15:44,800 You know Davis, you know all the top shape posters like Inverse 314 00:15:44,800 --> 00:15:49,280 Brah now all behind him. I'm not going to bring up Korean 315 00:15:49,280 --> 00:15:51,720 Drew Crypto's tweet on the timeline because I was told that 316 00:15:51,720 --> 00:15:53,360 I can get cancelled for sharing it. 317 00:15:53,640 --> 00:15:55,240 But just go read what he said about it. 318 00:15:57,520 --> 00:15:59,600 You know we must protect Nick at all costs. 319 00:15:59,600 --> 00:16:03,200 You know, he's our, he is our little goblet. 320 00:16:03,280 --> 00:16:06,520 You know we have to protect them and this is, this is where it 321 00:16:06,520 --> 00:16:07,960 is. Obviously, Full disclosure, I am 322 00:16:07,960 --> 00:16:12,920 definitely involved in the in the in the Nick trade here. 323 00:16:13,960 --> 00:16:16,600 Big trade, you know, big trade, you know, big, big, big trading 324 00:16:16,600 --> 00:16:19,920 guy. But that's where I see it and 325 00:16:19,920 --> 00:16:21,440 that's where it's going. And then on the back of that, 326 00:16:21,440 --> 00:16:24,920 obviously Padagos saw a huge sweep last night, multiple 327 00:16:24,920 --> 00:16:26,400 sweeps. Sweeps like it went up the way 328 00:16:26,400 --> 00:16:29,280 to like 10.6 soul. Oh whoa, what the fuck is that? 329 00:16:29,280 --> 00:16:31,680 12 1/2 soul? It's sorry it was 8 soul when I 330 00:16:31,680 --> 00:16:34,760 opened the show. So Padagos are really the big 331 00:16:34,760 --> 00:16:38,280 winner out of all this. You had Nick on the show, I 332 00:16:38,280 --> 00:16:40,720 thought Portnoy would come on. Nifty portal. 333 00:16:41,120 --> 00:16:43,720 That was my bet, because this morning he tweeted like choose 334 00:16:43,720 --> 00:16:45,720 Rich. It was the other way around. 335 00:16:45,840 --> 00:16:50,080 Dave Porno invited him on his show, which is immensely bigger, 336 00:16:50,080 --> 00:16:50,920 right? Obviously. 337 00:16:51,800 --> 00:16:54,080 And so on the back of that, you know you have stuff like Badagos 338 00:16:54,080 --> 00:16:56,040 that it's probably like if I open Dejan's Finance. 339 00:16:56,040 --> 00:16:58,440 Like, I'm pretty sure that if you look at NFTS, they're 340 00:16:58,440 --> 00:16:59,800 probably one of the top gainers, right? 341 00:17:00,320 --> 00:17:05,240 So looks good. 60% Yeah, but like other than that it's been 342 00:17:05,240 --> 00:17:08,160 it's been nasty, but it is. It is meme coins taking over 343 00:17:08,160 --> 00:17:12,480 from NFTS for sure right now. And yeah, that's where all the 344 00:17:12,480 --> 00:17:13,720 left curve shit is happening, right? 345 00:17:14,560 --> 00:17:16,480 Yeah. So that's that's what's 346 00:17:16,480 --> 00:17:18,280 happening. Do you guys feel like we somehow 347 00:17:18,280 --> 00:17:19,720 like then let's take it back to Solana here. 348 00:17:19,720 --> 00:17:22,960 Like I'm starting to feel like I felt like with Solana in back in 349 00:17:22,960 --> 00:17:24,720 November, ish. Like when on chain activity was 350 00:17:24,720 --> 00:17:27,400 going through the roof And that's when Solana really had a 351 00:17:27,400 --> 00:17:30,920 big pump like over Q4 and like all the meme coins on Sol were 352 00:17:30,920 --> 00:17:33,720 like running like crazy. And then obviously that slowed 353 00:17:33,720 --> 00:17:35,480 down a lot with the ETF narratives. 354 00:17:35,560 --> 00:17:37,440 It's our narrative. It's true like an ETF happening. 355 00:17:37,840 --> 00:17:41,000 Then ETF like came obliterated like outperformed the shit out 356 00:17:41,000 --> 00:17:45,080 of Solana over the last couple months for obvious reasons. 357 00:17:45,840 --> 00:17:48,880 Are we seeing like this on chain activity back to Solana? 358 00:17:48,880 --> 00:17:51,920 Like could we see Sol here like just like turbo speed. 359 00:17:51,920 --> 00:17:54,320 I don't know. I just, it feels like it's air. 360 00:17:54,320 --> 00:17:56,920 It's 200 bucks here at Mando. I think if this, if this deal 361 00:17:56,920 --> 00:18:01,000 closes for the financing and we hear that that's done and it 362 00:18:01,000 --> 00:18:02,840 gets announced, I think it would rally very hard, yeah. 363 00:18:04,000 --> 00:18:06,840 I think that's what depends on like, I don't think there's no 364 00:18:06,840 --> 00:18:09,040 like everyone's looking at charts, but this isn't literally 365 00:18:09,040 --> 00:18:11,360 nothing to do with the charts. There's no like air or anything. 366 00:18:11,640 --> 00:18:14,800 It's literally hinging on this big financing deal of a ton of 367 00:18:14,800 --> 00:18:17,080 Solana supply. So when that goes through and 368 00:18:17,080 --> 00:18:18,480 when that clears, we should rally. 369 00:18:18,880 --> 00:18:20,760 If it takes a long time or it doesn't clear, then we will sell 370 00:18:20,760 --> 00:18:22,440 off. And it all comes down to that 371 00:18:22,440 --> 00:18:23,480 really. It's not really anything to do 372 00:18:23,480 --> 00:18:25,200 with where charts are in my opinion. 373 00:18:25,520 --> 00:18:28,560 I think it will get done like I think there's enough bullishness 374 00:18:28,560 --> 00:18:31,440 out there in the market and it's just it's just a question of 375 00:18:31,440 --> 00:18:34,320 like what level it gets done and what the vesting terms are. 376 00:18:34,320 --> 00:18:38,360 But you know you you want that deal to have like no early 377 00:18:38,360 --> 00:18:41,160 vesting, all that kind of stuff. So we can like prolong the 378 00:18:41,160 --> 00:18:43,160 eventual selling because this supply does have to clear at 379 00:18:43,160 --> 00:18:47,920 some point through the market. But I think once it gets done 380 00:18:47,920 --> 00:18:49,840 and I think it will get done, you should see Solana go a lot 381 00:18:49,840 --> 00:18:51,440 higher. I saw an interesting tweet 382 00:18:51,440 --> 00:18:55,260 yesterday though from this account called Evan Evan, under 383 00:18:55,260 --> 00:18:57,360 score s s Six. Yeah, I think it is. 384 00:18:57,440 --> 00:19:00,240 He's a weird account. But you said if you, you know 385 00:19:00,600 --> 00:19:03,720 the, the thing about Solana that I think Solana people who are 386 00:19:03,720 --> 00:19:06,360 bullish Solana, I'm bullish Solana, but I think something 387 00:19:06,360 --> 00:19:09,920 that people don't talk about a lot, It's just like it was AVC 388 00:19:09,920 --> 00:19:13,040 coin a lot, but it has vested people are getting unlocks, you 389 00:19:13,040 --> 00:19:14,760 know, as we speak and that creates selling pressure. 390 00:19:14,760 --> 00:19:18,200 And if you look at his tweet about, if you look at the Solana 391 00:19:18,200 --> 00:19:20,440 market cap, if you look at the actual circulating market cap, 392 00:19:20,840 --> 00:19:23,960 it's actually only 15% off. Its all time highs because the 393 00:19:23,960 --> 00:19:27,000 amount of supply circulating right now is a lot more than it 394 00:19:27,000 --> 00:19:29,360 was three years ago because you've had unlocks. 395 00:19:29,720 --> 00:19:30,840 So that is something to consider. 396 00:19:30,960 --> 00:19:33,480 You know, that's that's often the big criticism of many of the 397 00:19:33,480 --> 00:19:35,480 old coins and why people go for new coins because they have low 398 00:19:35,480 --> 00:19:38,040 circulating supply and you don't have to worry, you know, fight 399 00:19:38,040 --> 00:19:41,840 with investors dumping with Solana. 400 00:19:41,840 --> 00:19:43,760 You do have to fight with that. The good thing about Solana is 401 00:19:43,760 --> 00:19:49,480 it is, I think it's like it is really good tech to to speak the 402 00:19:49,480 --> 00:19:52,240 meme and it is, it does have a ton of activity and does have 403 00:19:53,800 --> 00:19:56,360 real use cases. And it's just, you know, we've 404 00:19:56,360 --> 00:19:58,720 seen the stats. We've seen how Solana has more 405 00:19:58,720 --> 00:20:00,680 Dex activity than Etherium in many days. 406 00:20:01,000 --> 00:20:03,760 There's been times when Magic Eden's had more NFT activity on 407 00:20:03,760 --> 00:20:06,080 Solana than than ETH. So it's definitely like a 408 00:20:06,400 --> 00:20:09,080 heavily used chain and that's the that's like the battle right 409 00:20:09,080 --> 00:20:12,560 now, it's like. Supply vesting investors dumping 410 00:20:12,560 --> 00:20:16,360 this big FTX supply estate out there versus the fact that it 411 00:20:16,360 --> 00:20:18,960 actually has a future because a lot of people are using it. 412 00:20:20,040 --> 00:20:22,000 If it didn't have the other thing, it would be, you know, 413 00:20:22,000 --> 00:20:24,640 probably be three or four times the level it is now. 414 00:20:24,640 --> 00:20:26,680 I think it'd be much closer to Ethan market cap. 415 00:20:26,680 --> 00:20:28,920 But you know, the Tokenomics is what you're fighting with here, 416 00:20:28,920 --> 00:20:33,000 I think. Yeah, yeah. 417 00:20:33,440 --> 00:20:35,560 It's a little bit of fun to start my day, bro. 418 00:20:35,920 --> 00:20:36,920 A little bit. No, I'm kidding. 419 00:20:36,920 --> 00:20:39,000 I read that tweet as well. And because I was wondering for 420 00:20:39,000 --> 00:20:41,080 a minute as well, like back then when I was buying. 421 00:20:41,080 --> 00:20:43,240 So like, hey, like. That guy is it. 422 00:20:43,320 --> 00:20:45,720 It literally dumps on Solana every day. 423 00:20:45,720 --> 00:20:48,560 This. Is no this is true like he is. 424 00:20:48,680 --> 00:20:51,160 He is like a proper like pro that. 425 00:20:51,600 --> 00:20:54,840 Is his best criticism yet that yeah, obviously it's true it has 426 00:20:54,920 --> 00:20:57,080 supply. Obviously that's the way that 427 00:20:57,080 --> 00:20:58,800 Solana works. Like do you, if you take a step 428 00:20:58,800 --> 00:21:02,320 back at the two different coins, Etherium is increasingly 429 00:21:02,320 --> 00:21:06,080 becoming more like a gold, more like Bitcoin in that it's like 430 00:21:06,160 --> 00:21:08,800 right, decreasing supply based on activity. 431 00:21:08,800 --> 00:21:13,760 But the ultrasound, the cost of that is that the the cost of 432 00:21:14,000 --> 00:21:17,160 transacting on the chain is a lot higher and has been a lot 433 00:21:17,160 --> 00:21:18,760 higher. So having to push people to the 434 00:21:18,760 --> 00:21:22,920 L twos Solana has inflation but then it has very low costs. 435 00:21:23,080 --> 00:21:26,240 So like you generally see a lot more activity going on, on 436 00:21:26,240 --> 00:21:30,200 Savannah and that is subsidized, the low fees is subsidized 437 00:21:30,200 --> 00:21:34,400 obviously by by the inflation. So they're just two different 438 00:21:34,400 --> 00:21:36,760 ways to kind of do a blockchain really. 439 00:21:36,760 --> 00:21:39,880 Like it's I don't think Solana is trying to call itself 440 00:21:39,920 --> 00:21:43,400 ultrasound money or like gold, like Solana is nothing like 441 00:21:43,400 --> 00:21:45,520 Bitcoin. It is not trying to be digital 442 00:21:45,520 --> 00:21:47,840 gold, it's trying to be digital money. 443 00:21:48,320 --> 00:21:51,760 And I think that's kind of what ETH was at this, like the pitch 444 00:21:51,760 --> 00:21:55,200 was for ETH maybe back in the day and it's now increasingly 445 00:21:55,200 --> 00:21:58,240 more like right, the burn, this is a bit more like digital gold, 446 00:21:58,240 --> 00:22:00,040 right. So I just think it's the way 447 00:22:00,040 --> 00:22:06,640 that blockchains have to be and may maybe like maybe we see like 448 00:22:06,640 --> 00:22:09,040 a flourishing of the LTV ecosystem that's that's how 449 00:22:09,240 --> 00:22:11,520 Ethereum can become more like money again. 450 00:22:11,520 --> 00:22:14,760 But I mean you see it on your, I have a see it on my time and all 451 00:22:14,760 --> 00:22:17,840 the time now it's like how can I spend this much in gas for this 452 00:22:17,840 --> 00:22:20,960 like it's it's like right now you really feel it because of 453 00:22:20,960 --> 00:22:25,600 how high gas costs so. Yeah, it's you definitely feel. 454 00:22:25,600 --> 00:22:26,920 I mean, look, people are playing. 455 00:22:26,920 --> 00:22:30,560 People are you know ETH is ultra money but the the the sky 456 00:22:30,560 --> 00:22:33,200 casino's running, right? So it's I think it goes, there's 457 00:22:33,200 --> 00:22:36,120 like multiple ways this goes. It's not like ether soul, right? 458 00:22:36,120 --> 00:22:39,200 It's probably like better off, like being a little bit in 459 00:22:39,200 --> 00:22:41,400 everything. Yeah, that's why it works quite, 460 00:22:41,480 --> 00:22:46,520 quite, quite well now I think crypto, because if if you know 461 00:22:47,080 --> 00:22:50,240 if bitcoin's really just trying to be a store of store of value. 462 00:22:50,240 --> 00:22:53,720 I mean, there's some L2 stuff being built and some ecosystem 463 00:22:53,720 --> 00:22:55,840 stuff being built, but it's still right now more store of 464 00:22:55,840 --> 00:22:59,520 value and ETH is kind of a mix between that and and digital 465 00:22:59,520 --> 00:23:00,800 money. And then Solana's really just 466 00:23:00,800 --> 00:23:05,880 trying to be digital money, then play all three, and I think at 467 00:23:05,880 --> 00:23:07,360 different times in the cycle they'll perform. 468 00:23:09,800 --> 00:23:12,040 Yeah I mean this it's it's it's all it is, right. 469 00:23:12,040 --> 00:23:13,560 Like I I think you nailed it right. 470 00:23:13,560 --> 00:23:15,040 You have Bitcoin. You have your hard money. 471 00:23:15,040 --> 00:23:17,720 You have your your your the Internet the culture coin which 472 00:23:17,720 --> 00:23:20,600 is like like ETH to me, like it's the Internet coin like 473 00:23:20,600 --> 00:23:24,680 digital currency. They have soul which is you know 474 00:23:24,680 --> 00:23:26,920 your little brother that your mom tells you to take take out 475 00:23:26,920 --> 00:23:29,880 with you with your friend to hang out with your friends and 476 00:23:29,880 --> 00:23:33,240 and you feel like it that's Solana and and it's working 477 00:23:33,240 --> 00:23:36,320 pretty well. It's like, hey, make sure you 478 00:23:36,320 --> 00:23:37,280 take your little brother with you. 479 00:23:37,320 --> 00:23:41,280 Shit. That's that's the way it is. 480 00:23:41,320 --> 00:23:43,440 I mean, story of my life, Shad Cyrus. 481 00:23:43,600 --> 00:23:49,000 But anyways, that's it. That's pretty much it for coins. 482 00:23:49,000 --> 00:23:52,760 I mean, you have blast hitting $3 billion TVL with a USBDUSDB 483 00:23:52,760 --> 00:23:56,440 yield increasing to 15%, which was pretty big news yesterday. 484 00:23:56,720 --> 00:24:01,600 On that front you have El Salvador, Naive Bukele Bitcoin 485 00:24:01,600 --> 00:24:05,400 now in profit $84,000,000 on his on his Bitcoin that El Salvador 486 00:24:05,400 --> 00:24:06,880 bought. You absolutely love to see that. 487 00:24:07,160 --> 00:24:09,160 That's someone I would love to have on the show. 488 00:24:09,200 --> 00:24:11,160 By the way, I'm going to call DM and we should all try. 489 00:24:11,160 --> 00:24:13,240 Does he follow any of you the president of El Salvador? 490 00:24:14,720 --> 00:24:15,440 No. Doesn't follow me. 491 00:24:15,440 --> 00:24:16,600 Maybe Mando because Mando minutes. 492 00:24:16,600 --> 00:24:19,080 You know it's a big deal now. Did he follow you? 493 00:24:19,400 --> 00:24:22,360 His name I got. It, man. 494 00:24:22,880 --> 00:24:26,720 You're you're a big shot now, Fastest growing newsletter in 495 00:24:26,720 --> 00:24:27,880 crypto. I don't. 496 00:24:28,640 --> 00:24:30,920 Even follow him. So I'll follow him back and come 497 00:24:30,960 --> 00:24:32,120 on, follow him, see what happens. 498 00:24:32,160 --> 00:24:33,080 Get. Your shit together. 499 00:24:33,720 --> 00:24:35,040 But anyways, let's let's get that. 500 00:24:35,040 --> 00:24:37,960 And then and then Michael Saylor, you know the goat. 501 00:24:38,400 --> 00:24:42,560 Not only buying more Bitcoin at a high, but also, you know, 502 00:24:42,560 --> 00:24:45,160 saying that Bitcoin will eat gold. 503 00:24:45,920 --> 00:24:50,000 Will Bitcoin eat gold lads? You've seen you've seen a big 504 00:24:50,000 --> 00:24:56,480 outflow from all the ETFs, the gold ETFs and over the lasts 1-2 505 00:24:56,480 --> 00:24:58,960 months gold just hit basically an out of the high. 506 00:24:58,960 --> 00:25:01,520 So it's not like it's not like they're both getting crushed. 507 00:25:02,760 --> 00:25:08,040 So but I do think that you know I think he has a point like a 508 00:25:08,040 --> 00:25:12,360 lot of a lot of gold's always felt kind of boomer as an 509 00:25:12,360 --> 00:25:15,200 investment and Bitcoin doesn't. So I think a lot of young people 510 00:25:15,200 --> 00:25:18,240 will choose Rich will choose Bitcoin, Yeah. 511 00:25:18,280 --> 00:25:23,000 Will choose rich as their as their store of value such. 512 00:25:23,640 --> 00:25:27,560 A good meme, you love to see it anyway. 513 00:25:27,560 --> 00:25:31,640 So there's that on the, on the broader coin side, etcetera, 514 00:25:31,680 --> 00:25:34,360 etcetera, etcetera. Look on the NFT side, look we we 515 00:25:34,360 --> 00:25:36,640 kind of talked about it. I can bring it back up. 516 00:25:36,640 --> 00:25:38,880 It's I would say the same thing as yesterday. 517 00:25:39,760 --> 00:25:42,840 Obviously not looking great. If I were to go through the 518 00:25:42,840 --> 00:25:47,280 dashboard here, fuck me mate, 40 eights are under 14 even now. 519 00:25:47,720 --> 00:25:49,240 How much shit is he going to have to eat? 520 00:25:56,680 --> 00:25:58,400 It's not looking good. It's not looking good out there. 521 00:25:58,400 --> 00:25:59,800 I mean obviously in dollar prices. 522 00:26:00,160 --> 00:26:03,240 In fact. There's still 60 grand roughly, 523 00:26:03,280 --> 00:26:07,560 or 55 grand. But yeah, if you let's do it on 524 00:26:07,560 --> 00:26:13,480 the 30 day of like the main collections, most things, you 525 00:26:13,480 --> 00:26:16,320 know, board apes are down 40%, pudgy Penguins are down 40%, 526 00:26:16,320 --> 00:26:19,800 mutants are down nearly 50%. Maladies, maladies has flipped. 527 00:26:20,200 --> 00:26:24,000 Mutant apes in market cap punks are even down 15. 528 00:26:24,840 --> 00:26:29,680 Like pretty much every major collection is down 40 to 50% 529 00:26:30,160 --> 00:26:34,760 over the last month and obviously ETH has really rallied 530 00:26:34,760 --> 00:26:39,520 during that period. But that's that's pretty nasty. 531 00:26:39,600 --> 00:26:44,920 Like pretty much every single one of the top 20 ETH main 532 00:26:44,920 --> 00:26:47,920 collections is is down a decent amount apart from zappy seals. 533 00:26:49,720 --> 00:26:51,120 Yeah, they had their news, that's why. 534 00:26:51,200 --> 00:26:53,960 But the rest of it was just cascading, right Like Digo's 535 00:26:53,960 --> 00:26:56,200 down to 1/3, Azuki's on the four. 536 00:26:56,200 --> 00:26:58,520 Milady flipped the market cap of like ladies. 537 00:26:58,640 --> 00:27:01,000 Doubled over. That milady milady's up only. 538 00:27:01,000 --> 00:27:03,040 But you know that's that's been the one. 539 00:27:03,040 --> 00:27:06,120 I mean clones are .6 boys clones were? 540 00:27:06,440 --> 00:27:10,640 Clones are .6. Clones were man OV. 541 00:27:10,640 --> 00:27:16,960 Clones were 20 8. Go over. 3030 soul dude. 542 00:27:16,960 --> 00:27:20,560 You can see where my brains at 38th in in in the bull run. 543 00:27:21,000 --> 00:27:23,640 Was that like there were clone selling for millions of dollars 544 00:27:25,320 --> 00:27:27,640 wild. It's it's grim. 545 00:27:27,720 --> 00:27:29,200 It's grim. I mean moon birds for obvious 546 00:27:29,200 --> 00:27:30,320 reasons. I mean Kevin Rose went live 547 00:27:30,320 --> 00:27:32,080 yesterday. Absolute dumpster fire. 548 00:27:32,080 --> 00:27:34,160 I don't even want to talk about it but that moon birds aren't 549 00:27:34,160 --> 00:27:38,160 even grinding even lower here. But besides the redacted Remilio 550 00:27:38,160 --> 00:27:42,640 babies and you know and like Milady's the ETH NFT landscape 551 00:27:42,640 --> 00:27:45,400 is not looking good. Peplicator lower again this 552 00:27:45,480 --> 00:27:47,520 today was a great weekend trade for those who got in. 553 00:27:47,760 --> 00:27:50,200 Punk's a little lower but again like that's I was going back and 554 00:27:50,200 --> 00:27:53,000 forth with Beanie on that one. Sure one ETH is 1 ETH, but like 555 00:27:53,000 --> 00:27:55,760 Punk's are still selling way above $20,000 in a market that's 556 00:27:55,760 --> 00:27:56,960 really bad for ETH. NFT. 557 00:27:56,960 --> 00:28:00,400 So like I think it's pretty good place to be. 558 00:28:00,400 --> 00:28:02,920 Like the last 20 punk trades are all above $20,000, right. 559 00:28:02,920 --> 00:28:05,440 It was like 1 trade under it 198. 560 00:28:05,760 --> 00:28:08,000 So that's not looking bad and you have some big trades but 561 00:28:08,000 --> 00:28:12,280 besides that guys, it's not looking good now all of those I 562 00:28:12,280 --> 00:28:14,480 think bounced there. There was quite the dump 563 00:28:14,480 --> 00:28:18,520 yesterday. You had puppets go as low as .14 564 00:28:18,520 --> 00:28:22,320 Bitcoin with Bitcoin, like rocketing to $72,000 a backup, 565 00:28:22,680 --> 00:28:26,240 12% Node Monkeys. Oh wow, Node monkeys down to 566 00:28:26,240 --> 00:28:28,000 .45. It could get interesting there. 567 00:28:28,000 --> 00:28:29,280 I'm not gonna lie. Huh. 568 00:28:30,080 --> 00:28:31,760 Node Monkeys could get quite interesting here. 569 00:28:32,000 --> 00:28:34,000 If you ask me if they go any lower, 'cause that's that's the 570 00:28:34,000 --> 00:28:35,880 one, right? Like, I think Node Monkey's the 571 00:28:35,880 --> 00:28:38,440 one on Bitcoin with like, their narrative, the early narrative, 572 00:28:38,440 --> 00:28:40,200 the like, everything. It's got the whales, it's got 573 00:28:40,200 --> 00:28:43,040 the support, it's got like everyone's behind Node Monkeys. 574 00:28:43,280 --> 00:28:45,720 It's had the big sales, it's had the alien sales for like 575 00:28:45,720 --> 00:28:47,720 $1,000,000, etcetera. So I think there's a lot going 576 00:28:47,720 --> 00:28:50,160 on for itself there. The quantum counts are down to 577 00:28:50,160 --> 00:28:52,960 .28 RSIC is up a little bit on the day. 578 00:28:52,960 --> 00:28:55,920 Original Maxi biz obviously like has to retrace at some point. 579 00:28:55,920 --> 00:29:00,240 1.2 Bitcoin, it was like 1.5 but again like 1.2 Bitcoin, right 580 00:29:00,520 --> 00:29:05,320 This, it's like $100,000 NFT killing it. 86 K here to be 581 00:29:05,320 --> 00:29:06,920 precise. I forgot that you guys show the 582 00:29:06,960 --> 00:29:09,440 the price here and that's that. And now Solana, we already 583 00:29:09,440 --> 00:29:10,800 talked about it. Don't need to go over it too 584 00:29:10,800 --> 00:29:12,440 much. I mean most of everything is 585 00:29:12,440 --> 00:29:14,960 down just like on the theorem aside from Budagos. 586 00:29:14,960 --> 00:29:17,200 But that's for obvious reasons like you have like Nick, like 587 00:29:17,200 --> 00:29:19,160 the either being the face captain crypto right now like 588 00:29:19,160 --> 00:29:21,520 the face of crypto, the face of crypto Bros. 589 00:29:22,040 --> 00:29:25,960 So he calls himself on the Dave Portnoy David trader show this 590 00:29:25,960 --> 00:29:27,720 morning which by the way I saw was sponsored by cracking. 591 00:29:28,280 --> 00:29:30,240 So I thought it was fun. Funny to see like how like 592 00:29:30,240 --> 00:29:32,400 ingrained like crypto is everywhere right now. 593 00:29:32,760 --> 00:29:34,360 You love to see that. Like his whole show was 594 00:29:34,360 --> 00:29:37,560 sponsored by cracking. So that was pretty cool. 595 00:29:37,560 --> 00:29:39,760 So that's about it. On the NFT front list, you 596 00:29:39,760 --> 00:29:42,720 caught on to something I didn't mando you did write that NFT 5 597 00:29:42,720 --> 00:29:46,120 complete a $6 million raise. So you know there's there's VC 598 00:29:46,120 --> 00:29:50,280 inflow going to space monad. I think I did like a $200 599 00:29:50,280 --> 00:29:52,120 million raise or a $3 billion valuation. 600 00:29:52,120 --> 00:29:55,520 On the crypto side, NFT 5 raising, there's a bunch of 601 00:29:55,520 --> 00:29:58,480 companies going up. You know there's things are 602 00:29:58,480 --> 00:30:01,880 looking pretty healthy if you ask me right in the in in that 603 00:30:02,400 --> 00:30:03,840 landscape. So I wouldn't really. 604 00:30:04,480 --> 00:30:07,880 I wouldn't really worry about NFT prices here. 605 00:30:07,960 --> 00:30:09,720 Personally speaking is just normal, like the casinos 606 00:30:09,720 --> 00:30:12,120 running. What would you rather have sit 607 00:30:12,120 --> 00:30:15,240 in the JPEG that's just stagnant or like a chance to hit the next 608 00:30:15,240 --> 00:30:18,720 100X, right? That's the way people see it and 609 00:30:18,720 --> 00:30:20,080 you know that's what's happening in space. 610 00:30:21,160 --> 00:30:22,520 Did we see something similar last year? 611 00:30:24,440 --> 00:30:25,960 I I. Think. 612 00:30:26,640 --> 00:30:29,640 I think you just got to accept that, you know, some things just 613 00:30:29,640 --> 00:30:34,280 won't come back. That is grim, and it's true. 614 00:30:35,840 --> 00:30:38,240 It's kind of is what it is. Like, if it's not rallying, I 615 00:30:38,240 --> 00:30:39,560 don't know what you're really waiting for. 616 00:30:40,040 --> 00:30:42,680 It's not rallying now. Like, yeah, OK, Clone X look 617 00:30:42,680 --> 00:30:45,520 cheap, but like what? What? 618 00:30:45,520 --> 00:30:47,760 What are you waiting for? Like you waiting for another? 619 00:30:47,760 --> 00:30:51,400 Like is Bitcoin going to have to hit 100 and like 250K for that 620 00:30:51,400 --> 00:30:52,040 to rally? I think. 621 00:30:52,440 --> 00:30:54,920 I think it's just this is how market cycles work. 622 00:30:55,360 --> 00:30:58,120 We move some things don't make it you, you move on to the next 623 00:30:58,120 --> 00:31:00,960 thing, some NFT projects, a lot of the newer stuff did well. 624 00:31:01,120 --> 00:31:04,440 There are some some NFTS even old NFTS have kind of done well 625 00:31:04,440 --> 00:31:06,680 even during this period. EFF just had just. 626 00:31:06,880 --> 00:31:10,160 It feels tough because I think there's a lot of bag holders 627 00:31:10,160 --> 00:31:13,520 from the whole of the bear market and they just haven't 628 00:31:13,520 --> 00:31:14,880 been rewarded in the bull market. 629 00:31:14,880 --> 00:31:18,880 But that a lot of it is ordinals which has taken over like the 630 00:31:18,880 --> 00:31:21,080 vast majority of the the winners. 631 00:31:21,080 --> 00:31:26,600 I think I yeah, I don't know like I think this bull market's 632 00:31:26,600 --> 00:31:34,280 going to go on now for a while and I can only imagine like all 633 00:31:34,280 --> 00:31:37,760 the ETH NFTS really rallying towards the right at the end of 634 00:31:37,760 --> 00:31:40,280 it and then you might see like a bit of a like a. 635 00:31:40,280 --> 00:31:42,440 But I also think it'll only be certain collections like I can 636 00:31:42,440 --> 00:31:46,280 imagine punks going back to to 450K or something like that. 637 00:31:46,280 --> 00:31:48,000 Like I can imagine that sort of stuff happening. 638 00:31:48,000 --> 00:31:51,800 But that's kind of the only real prediction I'd make here. 100 639 00:31:51,800 --> 00:31:54,200 percent, 100% totally agree and I'm with. 640 00:31:54,440 --> 00:31:57,040 You've got, you've got move on really like I think yeah, you 641 00:31:57,040 --> 00:31:59,040 know if you if you're if you're holding an asset, whether it's a 642 00:31:59,040 --> 00:32:02,920 board, a whether whatever it is like a coin and it hasn't moved 643 00:32:02,920 --> 00:32:05,080 and there's so many things around you that are moving. 644 00:32:05,440 --> 00:32:06,960 You just have to take the L and move on. 645 00:32:06,960 --> 00:32:10,800 And even if the thing that you sold moves up doesn't mean you 646 00:32:11,440 --> 00:32:13,800 as as long as the thing other thing you didn't buy just went 647 00:32:13,800 --> 00:32:15,840 down, you haven't really made a mistake there. 648 00:32:15,840 --> 00:32:19,920 Like you just have to. You have to at some point, yeah. 649 00:32:21,120 --> 00:32:23,760 I was. Like my shoes if. 650 00:32:23,760 --> 00:32:25,880 You own the NFT because you like, you love the NFT and 651 00:32:25,880 --> 00:32:27,800 you're not in it for financial reasons, and you just like want 652 00:32:28,120 --> 00:32:30,080 to have it as your PFP or be part of the ecosystem, then 653 00:32:30,080 --> 00:32:31,760 fine. But if you're like, I don't 654 00:32:31,760 --> 00:32:33,360 understand why you would still hold something when you're 655 00:32:33,360 --> 00:32:35,000 waiting for it to go up. When you can literally buy 656 00:32:35,000 --> 00:32:37,920 hundreds of different things out there in crypto, that will all 657 00:32:37,920 --> 00:32:40,760 go up and at least you know you'll owe something that goes 658 00:32:40,760 --> 00:32:42,480 up, right? And if the other thing goes up 659 00:32:42,480 --> 00:32:44,120 as well, then fine, like whatever. 660 00:32:44,120 --> 00:32:46,160 But you saw as long as you move into something else that went 661 00:32:46,160 --> 00:32:50,560 up, even if it's just ether, soul, whatever, then it's, you 662 00:32:50,560 --> 00:32:53,520 know, like just you have to stop out of bad trades at some point 663 00:32:53,520 --> 00:32:55,360 in time. And we know how these cycles 664 00:32:55,360 --> 00:32:57,200 work and maybe at some point they will come back. 665 00:32:57,200 --> 00:32:59,240 It's fine. You have to just mentally accept 666 00:32:59,240 --> 00:33:00,280 that. I think you just have to. 667 00:33:00,280 --> 00:33:03,840 I don't know. I I I have some quotes for that 668 00:33:03,840 --> 00:33:05,560 if you want. I'm I'm just looking up quotes 669 00:33:05,560 --> 00:33:10,640 from moving on quotes on Google. You know just replace letting go 670 00:33:10,640 --> 00:33:13,640 means and just replace like people by NFTS. 671 00:33:13,640 --> 00:33:16,360 So like letting go means to come to the realization that some 672 00:33:16,360 --> 00:33:20,520 NFTS and coins are part of your history but not part of your 673 00:33:20,520 --> 00:33:24,080 destiny. Or maybe, like my wish for you 674 00:33:24,120 --> 00:33:27,160 is that you continue, continue to be who you are to astonish 675 00:33:27,160 --> 00:33:29,840 the mean world with your acts of kind. 676 00:33:30,800 --> 00:33:33,560 A lot of moving enquotes for the people that need need it. 677 00:33:33,560 --> 00:33:37,840 You know what I mean? You know, someone said it. 678 00:33:37,840 --> 00:33:39,440 It reminds me of my first breakup. 679 00:33:42,040 --> 00:33:43,800 I agree with both of you. Sometimes you just got to, you 680 00:33:43,800 --> 00:33:45,320 know, let it go. And it didn't work. 681 00:33:45,320 --> 00:33:47,200 It didn't work, and you move on. That'll pump and you don't say, 682 00:33:47,200 --> 00:33:49,760 hey, that's going to pump again. You get back into it and you're 683 00:33:49,920 --> 00:33:52,000 wrecked and you're done. Been there, done that, you know, 684 00:33:52,000 --> 00:33:54,560 hey, it's like a it's like a real life, you know, you you're 685 00:33:54,560 --> 00:33:58,400 not meant to go back to your ex. You know, it's it's usually not 686 00:33:58,400 --> 00:34:00,360 healthy, you know? OK, we're not going to start 687 00:34:00,360 --> 00:34:02,160 giving dating advice on phone wire anyways.