1 00:00:00,320 --> 00:00:02,760 Yo-yo, what up? What up? 2 00:00:02,760 --> 00:00:11,080 Good morning, good morning GMG Wednesday, Wednesday, Wednesday, 3 00:00:11,080 --> 00:00:15,600 Wednesday, January 15th, 15th. Is it the 15th? 4 00:00:16,680 --> 00:00:19,800 Yes, no, yes, 2025. Good luck. 5 00:00:20,080 --> 00:00:22,840 Another beautiful day to have a beautiful day. 6 00:00:22,840 --> 00:00:25,160 Oh, it's a great day. It's a great day. 7 00:00:25,640 --> 00:00:29,280 I got my Co host in the house, Tyler Mando. 8 00:00:29,480 --> 00:00:31,040 How you guys doing today? Good morning. 9 00:00:32,640 --> 00:00:38,080 It's a great day, but you said CPI came out market full send. 10 00:00:39,120 --> 00:00:44,160 Full send CPI came out and the future of AI is pumping just 11 00:00:44,160 --> 00:00:47,920 like there's a lot. You know, you absolutely I mean 12 00:00:48,160 --> 00:00:50,960 look at the comments. People are fucking high crime 13 00:00:50,960 --> 00:00:51,960 season. Let's go. 14 00:00:52,160 --> 00:00:55,200 That's so funny. Do you you guys are losing it in 15 00:00:55,200 --> 00:00:57,160 the comments. I love that I love I love me a 16 00:00:57,160 --> 00:00:59,960 nice morning in the bull market. It's funny, right. 17 00:01:00,160 --> 00:01:05,080 You know two weeks it was enough to to shake like the entirety of 18 00:01:05,280 --> 00:01:07,840 a crypto Twitter out. You know so hilarious. 19 00:01:07,840 --> 00:01:09,560 Tyler, good morning. How you doing today? 20 00:01:10,800 --> 00:01:15,840 Today's been a very, very good day already an an electric start 21 00:01:15,920 --> 00:01:21,760 and just the swings from Monday, Black Monday to our our 22 00:01:21,880 --> 00:01:26,120 beautiful, beautiful green Wednesday have been tremendous. 23 00:01:26,640 --> 00:01:31,360 And now we have the first crypto president five days away from 24 00:01:31,360 --> 00:01:35,960 office and the tailwinds are blowing fiercely, fiercely 25 00:01:35,960 --> 00:01:36,520 behind him. I. 26 00:01:37,280 --> 00:01:38,560 Love that. The office. 27 00:01:39,280 --> 00:01:41,680 Welcome to office. I love that we're five days 28 00:01:41,680 --> 00:01:43,400 away. This fucking crypto ball in two 29 00:01:43,400 --> 00:01:47,160 days in DC, dude, come on. Like motherfuckers are bullets, 30 00:01:47,160 --> 00:01:48,040 dude. Barry. 31 00:01:48,080 --> 00:01:50,160 Yeah, that's so funny. He called it Black Monday. 32 00:01:50,160 --> 00:01:54,200 I love that. Black Monday is crazy work, 33 00:01:54,200 --> 00:01:56,160 dude. I love that. 34 00:01:56,200 --> 00:01:57,800 All right, today, the show today. 35 00:01:57,800 --> 00:01:59,760 Let's talk micro. Obviously. 36 00:01:59,760 --> 00:02:01,160 Let's the Microsoft talk about today. 37 00:02:01,160 --> 00:02:03,280 Amanda will cover that. Let you guys know what we're 38 00:02:03,280 --> 00:02:07,760 about to celebrate $100,000 Bitcoin, hopefully today again 39 00:02:08,960 --> 00:02:11,400 we got the market pumping let's talk meme coins let's talk all 40 00:02:11,400 --> 00:02:15,200 that good stuff AI as usual blah blah blah blah blah we'll go 41 00:02:15,200 --> 00:02:18,120 through Tyler's top 1000. I'm calling the top 1000 today 42 00:02:18,120 --> 00:02:20,760 because, you know, probably has a lot to talk about. 43 00:02:21,360 --> 00:02:25,160 And then we have a partner partner coming on the show 44 00:02:25,160 --> 00:02:26,960 today. So today's show partner will be 45 00:02:27,040 --> 00:02:31,280 T rise, which is, you know, all in like RWAD pin actually like 46 00:02:31,520 --> 00:02:34,400 pretty big, like real estate stuff on the blockchain, which 47 00:02:34,640 --> 00:02:36,520 kind of curious to hear more about because obviously, like 48 00:02:36,520 --> 00:02:38,960 that's, you know, aside from all the AI stuff, like that's 49 00:02:38,960 --> 00:02:41,040 actually one of the future applications of of blockchain 50 00:02:41,040 --> 00:02:44,000 technology is how you can, you know, do all this good stuff. 51 00:02:44,280 --> 00:02:46,000 Really excited for that. And then last but not least, 52 00:02:46,000 --> 00:02:50,240 this show is powered by galaxy's Galaxy's Web 3 platform, 53 00:02:50,240 --> 00:02:52,960 empowering creators and brands to build unstoppable communities 54 00:02:52,960 --> 00:02:56,400 with full ownership and independence over and in the 55 00:02:56,400 --> 00:02:59,000 sorry trusted by icons like Donald Trump, Steve O'Keefe, 56 00:02:59,000 --> 00:03:02,520 Mike Tyson and the NBA shaping together the future of 57 00:03:02,520 --> 00:03:06,120 engagement. Also fair site network everyday 58 00:03:06,120 --> 00:03:07,480 we see people as well get drained. 59 00:03:07,480 --> 00:03:09,760 Fair site is about to launch a fair alternative to crypto 60 00:03:09,760 --> 00:03:14,000 insurance for scams. Check out fair site network on X 61 00:03:14,000 --> 00:03:16,600 If you get drained, you won't get raped. 62 00:03:16,720 --> 00:03:18,200 Mendo Mendo. Mendo. 63 00:03:18,200 --> 00:03:19,160 Mendo. Mendo. 64 00:03:19,160 --> 00:03:21,360 Mendo, Mendo, Mendo. Show me what you got. 65 00:03:27,040 --> 00:03:35,200 Can you take it? GM, everyone. 66 00:03:35,200 --> 00:03:38,720 So we did have a bit of a macro couple of days. 67 00:03:40,120 --> 00:03:44,400 This started with PPI yesterday, it's better now. 68 00:03:44,920 --> 00:03:48,120 This started with PPI yesterday, which came in below expectations 69 00:03:48,920 --> 00:03:53,520 and then similarly CPI came in very slightly below expectations 70 00:03:53,520 --> 00:03:56,240 again today. Remember, we've been living in a 71 00:03:56,240 --> 00:04:00,120 world where there's been a lot of fear about interest rates 72 00:04:00,160 --> 00:04:03,520 remaining high, a lot of fear that inflation was going to stay 73 00:04:03,520 --> 00:04:06,680 high. This looks more manageable. 74 00:04:06,880 --> 00:04:13,120 Core CPI below 3% still. Yeah, definitely doesn't look as 75 00:04:13,320 --> 00:04:16,720 as as bad as as people were worried about. 76 00:04:16,720 --> 00:04:20,200 We start to see rate cuts be priced in again, the first one 77 00:04:20,200 --> 00:04:24,440 being in July. So yeah, it's we're not 78 00:04:24,440 --> 00:04:26,880 completely out of the woods with this sort of inflation fear. 79 00:04:26,880 --> 00:04:29,840 Obviously the tenure has gone up a lot over this period, but I 80 00:04:29,840 --> 00:04:34,960 think maybe it got ahead of itself and at least versus 81 00:04:34,960 --> 00:04:37,040 current expectations. Who knows when Trump comes in. 82 00:04:37,640 --> 00:04:43,160 But that was enough to every for everyone in crypto to say, hey, 83 00:04:43,160 --> 00:04:45,200 we can we can gamble for the rest of the month. 84 00:04:47,800 --> 00:04:52,240 So as soon as that figure came out, I think in particular the 85 00:04:52,240 --> 00:04:54,280 move is with the AI agents again, right? 86 00:04:54,280 --> 00:05:02,920 Like this sector has become, it's like lever trading, like if 87 00:05:02,920 --> 00:05:06,520 you got liquidated on Monday, pretty much most coins have done 88 00:05:06,520 --> 00:05:11,480 a 2X since then. So pretty crazy move kind of 89 00:05:11,480 --> 00:05:15,520 across the board. The winners today appear to be 90 00:05:16,760 --> 00:05:22,080 ARK AXPT again hit an all time high. 91 00:05:22,200 --> 00:05:25,000 A few of the virtuals agents will get into why they're 92 00:05:25,000 --> 00:05:26,840 they're looking like they're going to start buying back some 93 00:05:26,840 --> 00:05:30,240 of the coins. Griffane 530. 94 00:05:30,240 --> 00:05:33,880 I mean, these coins have all had a big, big move. 95 00:05:34,400 --> 00:05:36,560 Some of these candles are, are pretty crazy. 96 00:05:37,560 --> 00:05:41,560 So that was the the big rebound. Bitcoin looks like it's heading 97 00:05:42,040 --> 00:05:47,000 back to 100K as we speak, 99.3 right now. 98 00:05:48,080 --> 00:05:51,400 XRP weirdly had been have been leading and has been leading for 99 00:05:51,400 --> 00:05:57,000 a while this rally that is getting close to each market 100 00:05:57,000 --> 00:05:59,760 gap. So who knows. 101 00:06:01,720 --> 00:06:08,960 But yeah, Salon has just shot 200 XRP, I would say is leading 102 00:06:08,960 --> 00:06:11,920 the majors, so to speak. But very, very good day. 103 00:06:13,240 --> 00:06:16,480 This plus yesterday is kind of what the big deal was. 104 00:06:16,480 --> 00:06:21,040 So like if it was just been one of them then then maybe or it'd 105 00:06:21,040 --> 00:06:23,520 been like CPI came in slightly above expectations. 106 00:06:23,520 --> 00:06:25,040 I think the market would have really sold off today. 107 00:06:25,560 --> 00:06:28,880 But they both came in below expectations. 108 00:06:30,080 --> 00:06:34,120 And this gives us some breathing room I think until because we 109 00:06:34,120 --> 00:06:38,200 just had jobs, right and we've just had CPI. 110 00:06:38,200 --> 00:06:45,120 So we get PC inflation, but broadly those are the two big 111 00:06:45,120 --> 00:06:48,720 ones in terms of like macro data for this month. 112 00:06:48,720 --> 00:06:53,840 So we've probably got two or three more weeks of, of, of 113 00:06:53,840 --> 00:06:55,680 gambling. Who? 114 00:06:55,680 --> 00:06:58,440 Two more weeks gambling? What do you mean? 115 00:06:59,080 --> 00:07:01,960 At at least until the next data point, you know, and then 116 00:07:01,960 --> 00:07:02,800 people. OK, I was. 117 00:07:04,120 --> 00:07:09,640 Like she's surprised. Yeah, OMC at the end of the 118 00:07:09,640 --> 00:07:13,600 month, but they're all data-driven, So it would be 119 00:07:13,600 --> 00:07:16,800 surprising for them to come in more hawkish than they were in 120 00:07:16,800 --> 00:07:19,480 December, unless of course, something changes. 121 00:07:19,480 --> 00:07:23,000 But based on these prints, right, that would be surprise. 122 00:07:23,000 --> 00:07:24,480 Do you? Want to know what the next thing 123 00:07:24,520 --> 00:07:27,040 would be here? We're going to do this. 124 00:07:27,120 --> 00:07:28,920 We're going to do this, then we're going to do this. 125 00:07:28,920 --> 00:07:30,760 Then we're going to do this. Then we're going to do this. 126 00:07:30,760 --> 00:07:33,840 Then we're going to do this. That's what's going to happen. 127 00:07:33,840 --> 00:07:35,480 I I'm I'm telling you right now as. 128 00:07:35,800 --> 00:07:38,080 Well I hope I'm wrong but I wouldn't be surprised if we 129 00:07:38,080 --> 00:07:41,040 touched like 110 K here and we just said hey let's go baby. 130 00:07:41,520 --> 00:07:45,160 We said it yesterday on the days where it feels euphoric. 131 00:07:46,360 --> 00:07:49,240 It I think. I think you got to tempt 132 00:07:49,240 --> 00:07:55,560 yourself and in the days it feels terrible, you've also got 133 00:07:55,760 --> 00:07:57,520 to this. This feels like a euphoric day, 134 00:07:57,520 --> 00:07:59,960 right? Like you've seen you've seen 135 00:07:59,960 --> 00:08:04,960 100% candles from Monday on AI coins here. 136 00:08:05,920 --> 00:08:10,280 I would be wary buying anything today. 137 00:08:10,760 --> 00:08:13,280 Literally any coin. Be wary. 138 00:08:14,440 --> 00:08:17,120 No, I mean it, dude. You're you're the prime example 139 00:08:17,120 --> 00:08:19,200 of you're actually the person who I'm speaking to on the 140 00:08:19,280 --> 00:08:22,360 Daylight survey. What do you mean I'm not buying 141 00:08:22,400 --> 00:08:25,240 anything? You're the sort of person that 142 00:08:25,240 --> 00:08:28,240 if you had some money to spend, you'd be like, I'm buying it all 143 00:08:28,240 --> 00:08:30,880 this looks like a good candle. Like it's up 50%. 144 00:08:30,880 --> 00:08:33,600 It's going to go up another 50% like. 145 00:08:34,080 --> 00:08:37,120 Not anymore. Definitely not anymore. 146 00:08:38,480 --> 00:08:42,360 Can I give the bowl case? So I Mando, as always, very 147 00:08:42,360 --> 00:08:45,440 level headed and he's right much more frequently than I am. 148 00:08:47,040 --> 00:08:51,440 We do have Bob Lucas saying that he thinks the that stocks that 149 00:08:51,440 --> 00:08:54,600 the the bottom is in and that stocks are going to start a new 150 00:08:54,600 --> 00:08:58,320 cycle and grind up from here. So if we have the stock market 151 00:08:58,320 --> 00:09:04,600 starting to move back up Trump coming into office, I think we 152 00:09:04,600 --> 00:09:08,440 probably need some kind of Bitcoin related announcement to 153 00:09:08,600 --> 00:09:12,200 to break to really break out. I don't know that the executive 154 00:09:12,200 --> 00:09:15,400 orders that we have, they're good, they're positive. 155 00:09:17,400 --> 00:09:20,520 I think that's enough to for us to trade back in the channel. 156 00:09:20,520 --> 00:09:24,200 I don't think we're going to make new lows, but to break out 157 00:09:24,200 --> 00:09:27,200 of one O 8, maybe we need, you know, a strategic reserve 158 00:09:27,320 --> 00:09:30,720 comment of some kind. I mean, there, there are, there 159 00:09:30,720 --> 00:09:31,960 are options on the table right there. 160 00:09:31,960 --> 00:09:34,920 There's there are scenarios. I think. 161 00:09:35,200 --> 00:09:37,600 Where we move up? I think you don't even need that 162 00:09:38,320 --> 00:09:40,400 strategic reserve because that's going to take a while. 163 00:09:40,520 --> 00:09:43,160 They they they, they I I've said, I think I was talking to 164 00:09:43,160 --> 00:09:45,080 these about this. All he has to do is free. 165 00:09:45,080 --> 00:09:48,680 Ross literally like to me like that executive order will show 166 00:09:48,680 --> 00:09:51,960 that he depends on like being tutors worry about crypto. 167 00:09:51,960 --> 00:09:54,840 You know what I mean? Like, I think just something as 168 00:09:54,840 --> 00:09:56,440 small. It's a small, right? 169 00:09:56,720 --> 00:09:59,200 That's how I mean it. But like smaller like that right 170 00:09:59,880 --> 00:10:01,640 over like even what was the other one? 171 00:10:01,880 --> 00:10:03,520 I think Jennings was talking about something else. 172 00:10:03,520 --> 00:10:06,840 Tyler was it like it could be the strategic reserve, but we're 173 00:10:06,840 --> 00:10:08,800 not that it would be that the the government would decide not 174 00:10:08,800 --> 00:10:11,800 to sell the Bitcoin. So like an executive order on 175 00:10:11,800 --> 00:10:15,240 like not selling that Bitcoin. Tyler like, I feel like that 176 00:10:15,240 --> 00:10:17,320 could be enough, right? Like anything, I'm not even 177 00:10:17,320 --> 00:10:18,760 saying that they need to like slam the table. 178 00:10:18,760 --> 00:10:23,000 They're going to start buying. But even any, just any lip 179 00:10:23,000 --> 00:10:26,000 service to it, I think it's probably enough. 180 00:10:26,920 --> 00:10:28,800 Yeah, that's true. Or. 181 00:10:28,960 --> 00:10:31,040 Maybe we range for the next nine months and that, yeah. 182 00:10:32,240 --> 00:10:34,680 Shit anyways, market looks good Mando. 183 00:10:34,680 --> 00:10:36,800 Is XRP going to flip Ethereum this cycle? 184 00:10:39,360 --> 00:10:42,880 It feels like that's not out of the question. 185 00:10:42,880 --> 00:10:44,480 Definitely something for myriad markets. 186 00:10:46,160 --> 00:10:49,520 We should do a market on that. We need a market on that. 187 00:10:51,400 --> 00:10:53,520 Yeah. Like I feel like that's one that 188 00:10:53,600 --> 00:10:58,560 that may that may happen. Yeah, that, that would be crazy. 189 00:10:58,880 --> 00:11:01,840 So for a comment like I'm in a few trading groups and I was 190 00:11:01,840 --> 00:11:04,040 involved in like a 20 minute discussion yesterday with folks 191 00:11:04,040 --> 00:11:07,240 who were thing like what outperforms for the rest of the 192 00:11:07,240 --> 00:11:11,000 cycle, XRP or Solana? And I think folks are like, I 193 00:11:11,000 --> 00:11:13,320 think if you would ask that question three months ago, like 194 00:11:13,360 --> 00:11:17,240 it's 100% Solana, right? But now like the the the 195 00:11:17,600 --> 00:11:21,920 consensus was pretty split and the XRP bull case is it's 196 00:11:21,920 --> 00:11:24,400 American made. Trump's kind of already alluded 197 00:11:24,400 --> 00:11:29,480 to potentially tax free crypto for American crypto companies. 198 00:11:30,920 --> 00:11:32,040 What? Does that mean? 199 00:11:32,280 --> 00:11:34,120 What do you mean? But I'm still so confused by 200 00:11:34,120 --> 00:11:37,680 what that even means. Tax free crypto for for America. 201 00:11:37,800 --> 00:11:40,240 But yeah, I'm still I thought that was a joke. 202 00:11:40,360 --> 00:11:42,600 That's just a joke dude. I wouldn't believe that they're 203 00:11:42,600 --> 00:11:45,240 they're going to get tax free crypto for American crypto it. 204 00:11:46,400 --> 00:11:49,600 Is literally a joke that. Taking up greening was a joke 205 00:11:49,920 --> 00:11:51,560 three months ago. Or renewed. 206 00:11:51,560 --> 00:11:53,200 What does it? What does it mean? 207 00:11:53,200 --> 00:11:56,000 So like XRP would would not have capital gains. 208 00:11:56,640 --> 00:11:59,120 That's how I interpret it, yeah. Josh XRP. 209 00:12:00,360 --> 00:12:02,600 I don't know. I can't list off all the other 210 00:12:02,600 --> 00:12:07,880 American backs crypto tokens. We'll see. 211 00:12:08,000 --> 00:12:09,400 We'll see. That's the part of the 212 00:12:09,400 --> 00:12:12,720 narrative, right? Is it just a narrative that base 213 00:12:12,720 --> 00:12:15,080 common just made-up? Or is it a narrative that 214 00:12:15,080 --> 00:12:17,280 actually? Which one of your DJ and in your 215 00:12:17,280 --> 00:12:20,480 group chat which one of the DJ and your trading group chat 216 00:12:20,480 --> 00:12:23,920 started that rumor? Like I want to know which one of 217 00:12:23,920 --> 00:12:26,400 them was it. He said this, he's talked, he's 218 00:12:26,400 --> 00:12:29,200 talked about maybe like looking at American crypto. 219 00:12:29,240 --> 00:12:32,400 He wants crypto in America. He wants crypto to win in 220 00:12:32,400 --> 00:12:34,320 America. Yeah. 221 00:12:36,000 --> 00:12:37,440 I, I, I don't know how he's going to do it. 222 00:12:38,200 --> 00:12:39,800 It's. But anyways, it's a narrative. 223 00:12:40,640 --> 00:12:44,120 You got JP Morgan talking about how an XRPETF is going to bring 224 00:12:44,120 --> 00:12:45,200 in three to six. Bargain. 225 00:12:45,720 --> 00:12:48,960 Wait are you an XRP bull like? Have you seen a bull case for 226 00:12:48,960 --> 00:12:52,800 XRP right now? I don't have any. 227 00:12:52,800 --> 00:12:56,160 We've got their CEO Garlin House taking pictures with Trump. 228 00:12:57,680 --> 00:13:00,600 He's clearly meeting with him. He was literally he gave like 229 00:13:00,920 --> 00:13:02,680 millions of dollars to Kamala Harris. 230 00:13:04,760 --> 00:13:07,520 No, that was the chairman. OK, OK, OK, never mind, I'll 231 00:13:07,520 --> 00:13:11,880 take that back. Honestly, XRPNFTS, I tweeted 232 00:13:11,880 --> 00:13:13,200 that yesterday. Messed up. 233 00:13:13,200 --> 00:13:16,240 I showed that today. And by the way, I'm laughing. 234 00:13:16,560 --> 00:13:19,240 But like, there's probably money to be made in the XRP trenches. 235 00:13:19,480 --> 00:13:22,240 That serious? Yeah, like where there's where 236 00:13:22,240 --> 00:13:23,520 there's volume, there's money, dude. 237 00:13:23,560 --> 00:13:25,320 Like the XRP trenches right now are thriving. 238 00:13:25,320 --> 00:13:28,840 Dude, there's money in there for sure. 239 00:13:28,920 --> 00:13:33,840 I just like, again, we're comparing a corner Solana again. 240 00:13:35,320 --> 00:13:39,160 Tron is going to kill Solana. BS is going to kill Solana. 241 00:13:39,480 --> 00:13:41,480 Hyperlake was going to kill Solana. 242 00:13:42,000 --> 00:13:46,000 XRP is going to kill Solana. We're doing it again. 243 00:13:46,040 --> 00:13:50,280 Not we, but you. The timeline, you know, just 244 00:13:50,280 --> 00:13:54,720 saying it'd be funny if. It's going to shock me. 245 00:13:55,920 --> 00:13:57,560 It does shock me that Solana is not higher. 246 00:13:57,720 --> 00:14:00,120 Like genuinely, every day I look at it and just like. 247 00:14:00,400 --> 00:14:02,080 Because Pump Funk keeps selling, bro. 248 00:14:02,360 --> 00:14:05,800 Because Pump Funk, you know, is selling Solana. 249 00:14:06,000 --> 00:14:10,000 If that's our theme foundation. Imagine if Alan went the virtual 250 00:14:10,000 --> 00:14:13,480 route and then just started taking pump fun revenue and 251 00:14:13,480 --> 00:14:16,480 buying and burning his the pump fun I want. 252 00:14:16,680 --> 00:14:18,280 To get to that, because that's one of your topics. 253 00:14:18,280 --> 00:14:20,480 So I want to get to that. Matt, did you have anything else 254 00:14:20,480 --> 00:14:22,240 to touch on the market? I mean, I know we're up only 255 00:14:22,240 --> 00:14:24,520 right now, which is great. Is there anything on the macros 256 00:14:24,520 --> 00:14:26,240 and stuff you want to talk on? Because Tyler, I know what 257 00:14:26,240 --> 00:14:27,960 you're about to get into Chicago. 258 00:14:28,560 --> 00:14:31,040 No, it's a good, it's a good point that that what Tyler 259 00:14:31,040 --> 00:14:37,480 mentions like if stocks had not been having a good period or at 260 00:14:37,480 --> 00:14:45,400 least. Lost them. 261 00:14:49,120 --> 00:14:52,520 Just kidding. I was good, right? 262 00:14:52,760 --> 00:14:54,760 That was good, right, Chad? That was good, right? 263 00:14:56,960 --> 00:14:59,200 That was good. Oh my God, I was like statue. 264 00:15:02,720 --> 00:15:04,440 Have you got me or no? We've got. 265 00:15:07,120 --> 00:15:11,760 Yeah, the no, just just just that this is definitely going to 266 00:15:11,760 --> 00:15:15,680 be a day to work out if macro breaks its downward trend. 267 00:15:17,520 --> 00:15:20,080 Stocks, particularly what's happened weirdly has been like 268 00:15:20,080 --> 00:15:27,040 tech stocks have been weak versus the rest of the like the 269 00:15:27,040 --> 00:15:29,080 S&P, for example, which has a broader base of stocks. 270 00:15:29,080 --> 00:15:32,800 So that'll be something that people have to, if that 271 00:15:32,800 --> 00:15:35,080 continues. It's been something that a lot 272 00:15:35,080 --> 00:15:36,880 of people been talking about, like we're going to maybe see 273 00:15:36,880 --> 00:15:39,640 this year that tech stocks cool down and that the rest of the 274 00:15:39,640 --> 00:15:44,320 economy heats up. That's kind of the hope because 275 00:15:44,320 --> 00:15:47,520 right now the like those top seven stocks make up like the 276 00:15:47,520 --> 00:15:49,160 vast majority of the stock market. 277 00:15:49,160 --> 00:15:50,640 I don't know if it's going to happen. 278 00:15:50,640 --> 00:15:53,800 Feels like AI is still this like crazy trade that's mainly going 279 00:15:53,800 --> 00:15:56,960 to those top seven companies. But we've definitely seen a bit 280 00:15:56,960 --> 00:16:00,120 of that over the last few weeks. And you have a lot of like macro 281 00:16:00,160 --> 00:16:02,880 strategists being like, oh, this is going to be, this is going to 282 00:16:02,880 --> 00:16:08,200 be the trend for 2025. Buy like buy growth stocks or 283 00:16:08,200 --> 00:16:09,440 buy value stocks. Yeah. 284 00:16:10,520 --> 00:16:12,040 OK, well, we'll see where this takes us. 285 00:16:12,040 --> 00:16:14,320 Tyler. Tyler, I know you have a lot of 286 00:16:14,320 --> 00:16:15,800 topics to discuss it, so let's get to that. 287 00:16:27,680 --> 00:16:30,800 Top story CPI comes in slightly under expectations. 288 00:16:30,800 --> 00:16:34,920 Crypto majors pumping in the wake, XRP leading the way. 289 00:16:34,920 --> 00:16:37,480 It is the top mover of all of the majors. 290 00:16:37,600 --> 00:16:41,000 We had AJP Morgan Report say the XRP and Solana ETFs could pull 291 00:16:41,000 --> 00:16:44,360 in billions in cash from investors. 292 00:16:44,440 --> 00:16:47,640 We saw Maker approve another $1.1 billion fund allocation 293 00:16:47,640 --> 00:16:53,240 into Athena USDE, Sigma Capital launching a $100 million Web 3 294 00:16:53,240 --> 00:16:57,360 venture fund in the UAE focused on D5 blockchain, Infra, RW AS 295 00:16:57,520 --> 00:16:59,840 and more. In token AirDrop protocol news, 296 00:16:59,840 --> 00:17:02,400 Bubble Maps is launching its token part of a broader 297 00:17:02,400 --> 00:17:05,440 investigation platform Intel Desk that's coming this quarter. 298 00:17:05,839 --> 00:17:11,520 Barrache up to 1.6 billion in TBL thanks to its liquidity 299 00:17:11,520 --> 00:17:12,720 protocol. Boyko. 300 00:17:12,920 --> 00:17:15,440 That's enough to crack the top 10 Jupiter teeth. 301 00:17:15,440 --> 00:17:17,800 The Jupa rally event that is happening today. 302 00:17:18,359 --> 00:17:20,560 They are going to share some distribution updates along with 303 00:17:20,560 --> 00:17:22,560 an allocation checker so you'll be able to see if you're getting 304 00:17:22,560 --> 00:17:24,880 the air drop. Forgotten Runiverse launches 305 00:17:24,880 --> 00:17:27,640 crashed the Runiverse game. Then Abstracts announced a new 306 00:17:27,640 --> 00:17:30,080 partnership with Stargate Finance for cross chain 307 00:17:30,080 --> 00:17:32,120 transfers. N AI and crypto folks. 308 00:17:32,360 --> 00:17:34,760 This is arguably the biggest story of the day. 309 00:17:34,760 --> 00:17:39,080 Over $2 billion in market cap added to the AI sector since the 310 00:17:39,080 --> 00:17:42,920 CPI print. Most leadership up 10 to 20% or 311 00:17:42,920 --> 00:17:46,440 more on the day. As Manda mentioned, several of 312 00:17:46,440 --> 00:17:51,120 the virtual tokens are running on the back of a new major 313 00:17:51,120 --> 00:17:53,600 announcement this morning. Virtuals a new buyback program 314 00:17:53,600 --> 00:17:56,800 where they are going to use post bond revenue, about $40 million 315 00:17:56,800 --> 00:18:01,760 accumulated to date to buy and burn tokens of their top agents. 316 00:18:01,760 --> 00:18:05,640 So we'll dig into that. We have AIXPT reclaiming top 317 00:18:05,640 --> 00:18:10,560 spot in mindshare and also $750 million in market cap for the 318 00:18:10,720 --> 00:18:13,600 number one AI agent. Binance added Grift and AI 319 00:18:13,600 --> 00:18:16,920 Monica to its road map. Franklin Templeton is now 320 00:18:16,920 --> 00:18:19,400 exploring the intersection of crypto in IT and AI. 321 00:18:19,400 --> 00:18:21,600 They talked about it in their latest white paper. 322 00:18:21,800 --> 00:18:24,280 We have a new hot debut. This MATES token came out of 323 00:18:24,280 --> 00:18:26,160 nowhere. I didn't have it on my radar. 5X 324 00:18:26,160 --> 00:18:29,520 from presale, $190 million in market cap. 325 00:18:29,520 --> 00:18:31,560 That is a new. That's the Web of U.S. team. 326 00:18:34,160 --> 00:18:35,800 That's the Web of U.S. team guys. 327 00:18:36,800 --> 00:18:39,120 Dude, it's I'm so tired. I'm sick. 328 00:18:39,360 --> 00:18:42,960 I I'm a I'm a so sick to Not today, not today. 329 00:18:43,040 --> 00:18:44,960 We'll be that one aside for now, not today. 330 00:18:45,800 --> 00:18:49,080 We also saw DTRXPT debut and run to 30 million. 331 00:18:49,240 --> 00:18:53,240 AI 60Z debuted a new operating system, Eliza OS that is the 332 00:18:53,240 --> 00:18:57,920 operating system for AI agents. Arc announced integration with 333 00:18:57,920 --> 00:19:00,240 Abstract along with several other new partnerships and man 334 00:19:00,240 --> 00:19:03,480 Arc massive winners. It's a 450 million, basically a 335 00:19:03,480 --> 00:19:06,720 new all time high, though not all winners. 336 00:19:06,720 --> 00:19:10,160 Pippin did fall about 40% after an underwhelming demo yesterday. 337 00:19:10,160 --> 00:19:12,200 So at some point the tech has to actually be there. 338 00:19:12,600 --> 00:19:16,480 And memes and NFTS Meme coin majors up about two to 5%. 339 00:19:16,480 --> 00:19:19,400 The surprise yesterday was Coinbase adding Toshi to its 340 00:19:19,400 --> 00:19:21,960 road map. Toshi just a $50 million market 341 00:19:21,960 --> 00:19:28,240 cap token, but it jumped about 150% on the the news and NFTS. 342 00:19:28,240 --> 00:19:30,880 NTS are mixed, led by punks and doodles. 343 00:19:30,880 --> 00:19:35,200 Punks up 12% / 40 ETH after rumors the potential sale of 344 00:19:35,200 --> 00:19:36,800 their IP. Those are circulating and 345 00:19:36,800 --> 00:19:40,080 getting louder. The NBA Top Shot back in the 346 00:19:40,080 --> 00:19:42,400 news. They are auctioning 8 moments 347 00:19:42,400 --> 00:19:46,400 with Sotheby's as part of the larger NBA themed auction that 348 00:19:46,400 --> 00:19:48,880 goes through January 21st. So shout out to Top Shot. 349 00:19:49,680 --> 00:19:51,400 I saw that. I thought that was kind of cool. 350 00:19:51,480 --> 00:19:53,920 Am I the only one? I don't know, but anyway. 351 00:19:54,320 --> 00:19:57,120 Top shot moments great. Like it's, it takes me back. 352 00:19:57,120 --> 00:20:00,280 Like, I don't know, I think it's cool like if you believe in like 353 00:20:00,280 --> 00:20:03,280 the future of like NFTS and technology and like blockchain 354 00:20:03,280 --> 00:20:06,680 like artifacts on like, and I hate to use that example, but 355 00:20:06,680 --> 00:20:09,120 like, for example, like I have a friend that lost like a two 356 00:20:09,120 --> 00:20:12,000 dozen war holes in the LA fires, a good friend of mine. 357 00:20:12,000 --> 00:20:14,160 I have another friend that lost like $30 million worth of like 358 00:20:14,160 --> 00:20:16,520 Pokémon cards like that serious, like really good friend of mine, 359 00:20:16,600 --> 00:20:19,280 nearly 30, twenty $30 million worth of collectibles and the 360 00:20:19,280 --> 00:20:21,160 fires super sad. Like if you're bullish on the 361 00:20:21,160 --> 00:20:24,280 future of collectibles on chain digital and stuff like the top 362 00:20:24,280 --> 00:20:26,960 shot thing is kind of like, I don't know, just much sense 363 00:20:26,960 --> 00:20:29,640 here, but let's go back. Was that Buster? 364 00:20:30,480 --> 00:20:34,440 Yeah, so Buster's so his kind of mentor, Jeremy Padower was one 365 00:20:34,440 --> 00:20:37,000 of like the largest Pokémon collectors on Earth, like in the 366 00:20:37,000 --> 00:20:40,000 planet. And, and basically he had like 367 00:20:40,000 --> 00:20:41,800 everything you can dream of as a child. 368 00:20:42,040 --> 00:20:46,440 Every card, NBAMLB Pokémon, everything you can imagine 369 00:20:46,440 --> 00:20:47,840 exists. Even some cards are like one of 370 00:20:47,840 --> 00:20:49,200 ones. We're all at his house. 371 00:20:49,800 --> 00:20:52,600 And then the stuff that he had at the bank, the fucking bank 372 00:20:52,680 --> 00:20:56,320 burnt down. So it's like the whole yeah, bro 373 00:20:56,640 --> 00:20:58,520 super side. He lost everything. 374 00:20:58,520 --> 00:21:00,680 Thankfully he was safe. Shout out to Jeremy and 375 00:21:00,680 --> 00:21:04,040 everything but but but it's like everything's gone like 376 00:21:04,040 --> 00:21:07,840 Charizard, like Japanese hollow, one of one fucking whatever the 377 00:21:07,840 --> 00:21:09,960 fuck. Like the craziest things, like 378 00:21:10,120 --> 00:21:13,520 rookie LeBron James, Michael Jordan on one card. 379 00:21:13,520 --> 00:21:15,680 Like he had like the most like he actually had a beeple 380 00:21:15,680 --> 00:21:18,800 physical as well like a little thing funny enough. 381 00:21:18,800 --> 00:21:22,520 But anyways, like things like that makes you really think Ron 382 00:21:22,520 --> 00:21:25,240 Rivlin, another friend of mine that met through clubhouse, one 383 00:21:25,240 --> 00:21:26,840 of the largest Warhol collectors on the planet. 384 00:21:27,320 --> 00:21:30,480 I just read an article about him yesterday that he lost a dozen 385 00:21:30,480 --> 00:21:33,080 or two dozen Warhols. So when he so he went back, 386 00:21:33,080 --> 00:21:36,600 saved his family, went back, grabbed 3 Warhols, ran out of 387 00:21:36,600 --> 00:21:38,440 the crib and then the crib burnt down. 388 00:21:38,840 --> 00:21:40,440 Like it's stuff like that's super sad, right? 389 00:21:40,440 --> 00:21:43,440 But like it's just stuff like that that makes you think like, 390 00:21:43,440 --> 00:21:46,320 oh, wait, like is the future of like the collectibles? 391 00:21:46,320 --> 00:21:48,560 Like actually, you know, it makes a little more sense, 392 00:21:48,560 --> 00:21:51,920 right? ANYWAYS, not trying to like, you 393 00:21:51,920 --> 00:21:54,160 know, NFTS and Bronx in the future, like on the back of like 394 00:21:54,160 --> 00:21:56,400 a catastrophe, but just makes you think about the top shot 395 00:21:56,400 --> 00:21:58,840 sold to these moments like that like differently. 396 00:21:59,160 --> 00:22:01,880 Anyways, Tyler, I feel like we have to start with crypto punks 397 00:22:01,880 --> 00:22:04,080 today. I feel like we got it. 398 00:22:04,080 --> 00:22:06,000 And like that was the talk of town yesterday. 399 00:22:06,320 --> 00:22:07,760 Take us through what happened yesterday. 400 00:22:08,800 --> 00:22:12,720 I mean, it looks like Wally dot Swoosh kind of broke the rumor 401 00:22:12,840 --> 00:22:17,920 because it's not news. But the rumor mill is that Yoga, 402 00:22:18,080 --> 00:22:22,120 who is the current owner of the punks IP along with a bag of 403 00:22:22,120 --> 00:22:26,120 like 400 and 420 punks, is potentially going to sell them. 404 00:22:26,240 --> 00:22:32,120 And then, or at least if there is an interested buyer, folks at 405 00:22:32,120 --> 00:22:35,680 least read enough into it that there was a run on the crypto 406 00:22:35,680 --> 00:22:38,320 punk floor. So there was about 20, 20 or so 407 00:22:38,320 --> 00:22:42,080 punk sales floor quickly jumped to about 41 ETH thing. 408 00:22:42,080 --> 00:22:46,200 It's pulled back a touch right around 40 ETH here this morning. 409 00:22:46,880 --> 00:22:51,160 But once again, this is ignited the discussion of A, is Yuga a 410 00:22:51,160 --> 00:22:55,640 good owner or steward for punks and or Part B is a new owner 411 00:22:55,640 --> 00:22:57,200 bullish? And of course, the answer to 412 00:22:57,200 --> 00:22:59,200 that question is, well, it depends who it is. 413 00:23:01,160 --> 00:23:02,480 I mean, you're a punk owner. I'm not. 414 00:23:02,480 --> 00:23:06,080 So I feel like my opinion less matters a little bit less. 415 00:23:07,600 --> 00:23:09,240 Curious for your thoughts. I mean, to me it makes sense 416 00:23:09,240 --> 00:23:11,920 that you go with sell and I believe this. 417 00:23:11,920 --> 00:23:14,120 I believe that they may be shopping them around just 418 00:23:14,120 --> 00:23:16,480 because they've been cleaning shop a little bit and kind of 419 00:23:16,480 --> 00:23:18,800 moving off pieces that aren't part of their core, core 420 00:23:18,800 --> 00:23:23,480 business. And I could, I could see that 421 00:23:23,480 --> 00:23:26,000 it's reasonable for them to just maybe this is a headache that 422 00:23:26,000 --> 00:23:27,840 they don't want to deal with anymore. 423 00:23:28,680 --> 00:23:31,800 Yeah, I mean, you know, respectively, if you have a PF 424 00:23:31,800 --> 00:23:35,280 pound 100K, your opinion doesn't matter to start with. 425 00:23:36,240 --> 00:23:40,400 But I was just kidding. But I actually I disagree on the 426 00:23:40,400 --> 00:23:42,440 whole thing. Like with everyone on timeline, 427 00:23:42,920 --> 00:23:45,480 I for one think that you guys actually really get steward of 428 00:23:45,480 --> 00:23:47,680 the crypto punks. And I know this is a hard take 429 00:23:47,680 --> 00:23:49,520 in this market. I thought G Money had a similar 430 00:23:49,520 --> 00:23:52,440 take and I think from him is maybe he has a big impact. 431 00:23:52,440 --> 00:23:55,520 Look, so some punks, I'm still just a 2021 dude that just came 432 00:23:55,520 --> 00:23:58,680 into the space right, but like I think that they've been doing a 433 00:23:58,680 --> 00:24:00,520 good job. I posted my interview today with 434 00:24:00,520 --> 00:24:02,640 the punk, so I'll pin it to the top with Matt Hall. 435 00:24:02,840 --> 00:24:04,760 I got to interview him. I love the synergy he has with 436 00:24:04,760 --> 00:24:06,880 Natalie Stone chat to her as well. 437 00:24:06,880 --> 00:24:09,720 By the way, I love the book. I have it right here. 438 00:24:09,720 --> 00:24:12,160 It's incredible. I love that they did. 439 00:24:12,360 --> 00:24:14,120 I love the collaborations happening outside. 440 00:24:14,120 --> 00:24:16,080 I love that they got in some poppy do the ICM. 441 00:24:16,080 --> 00:24:18,760 I I mean like they care. I know for a fact with my many 442 00:24:18,760 --> 00:24:21,480 conversations with you collabs that the founders care about 443 00:24:21,480 --> 00:24:24,920 crypto punks. Now the truth is, Tyler, there's 444 00:24:24,920 --> 00:24:28,240 some truth in some like wrong information in that thread, 445 00:24:28,240 --> 00:24:29,320 right? And I, I even, you saw me, I 446 00:24:29,320 --> 00:24:32,840 quote tweeted whale, right? It's true that a lot of people 447 00:24:32,840 --> 00:24:35,840 have been bidding punks. I heard of $35 million bids back 448 00:24:35,840 --> 00:24:37,040 in September when I was in Korea. 449 00:24:37,880 --> 00:24:40,040 Those bids were real because I know from another party, they 450 00:24:40,080 --> 00:24:45,320 also put in a, or apparently allegedly put in the $35 million 451 00:24:45,320 --> 00:24:46,560 bid. That was before punks flew. 452 00:24:46,560 --> 00:24:48,720 Remember the punks just like went up to X or whatever. 453 00:24:49,320 --> 00:24:53,080 So at this stage, the 400 punks, you get lab zones or what, 75, 454 00:24:53,920 --> 00:24:57,040 80 mil, let's say I was kind of talking about with Luca about it 455 00:24:57,040 --> 00:24:58,600 yesterday just for fun. I was like, how much do you 456 00:24:58,600 --> 00:25:00,640 think punks are worth Actually right now with the IP he was, he 457 00:25:00,640 --> 00:25:02,040 was saying it might be like 100 mil, right? 458 00:25:02,160 --> 00:25:04,800 So let's call it punks 100 mil. They probably have a lot of 459 00:25:04,800 --> 00:25:08,840 offers on table. It's probably not a stupid idea 460 00:25:08,840 --> 00:25:11,320 to sell them for Yuga Labs because it's a lot of runway 461 00:25:11,320 --> 00:25:14,360 with $100 million and I'm assuming they have a big burn. 462 00:25:15,080 --> 00:25:18,000 It's a big company, right, with big ambitions and endeavors. 463 00:25:18,560 --> 00:25:20,640 But I don't think they're selling like, I think, I think 464 00:25:20,640 --> 00:25:25,440 Garga's tweet was very, you know, I, I think, I think, I 465 00:25:25,440 --> 00:25:28,840 think, I think Garga made it very clear yesterday, guys. 466 00:25:29,080 --> 00:25:31,520 I, I think this is all like just speculation. 467 00:25:31,520 --> 00:25:36,680 I think Whale got wind of the bids and of some serious offers. 468 00:25:37,400 --> 00:25:40,240 And I know for a fact that there has been maybe some more serious 469 00:25:40,240 --> 00:25:43,200 offers now. But I don't think he's selling, 470 00:25:43,200 --> 00:25:44,360 man. And for me, it's these two 471 00:25:44,360 --> 00:25:47,080 sentences. He says whoever owns punks must 472 00:25:47,080 --> 00:25:50,600 have in our iron stomach and be willing to basically lock the IP 473 00:25:50,600 --> 00:25:54,440 up and throw away the key. So I I interpreted a little 474 00:25:54,440 --> 00:25:56,280 differently if you scroll up to his message. 475 00:25:58,840 --> 00:26:02,080 Not going to take a deal for money if it feels like it hurts 476 00:26:02,080 --> 00:26:05,840 the legacy of this ass. So it's like leaving the door. 477 00:26:06,200 --> 00:26:08,560 That's how you're reading it. So I agree he's not going, 478 00:26:08,560 --> 00:26:11,000 they're not going to sell it to who they perceive would be a bad 479 00:26:11,000 --> 00:26:15,520 owner or a bad steward. But if the right group comes, I 480 00:26:15,520 --> 00:26:17,800 think this leaves the door open that yes they would sell it. 481 00:26:19,480 --> 00:26:22,080 But the argument Probably not anytime soon. 482 00:26:22,680 --> 00:26:24,720 Yeah, I'm very curious to see that. 483 00:26:24,720 --> 00:26:26,480 I mean, Amanda, what do you think should, should you, should 484 00:26:26,480 --> 00:26:29,840 you go, should should you go labs be be be selling crypto 485 00:26:29,840 --> 00:26:31,320 punks? And if So, what do you how much 486 00:26:31,320 --> 00:26:32,360 do you think they'd be getting for it? 487 00:26:33,400 --> 00:26:35,880 I think, I think it probably just because no one wants to do 488 00:26:35,880 --> 00:26:38,440 anything with the IP. So it probably just trades at 489 00:26:38,440 --> 00:26:41,000 the the value of the crypto punks themselves, right, that 490 00:26:41,000 --> 00:26:43,280 they have in the treasury maybe plus a little bit more. 491 00:26:44,960 --> 00:26:47,640 Yeah. I think they should sell it. 492 00:26:48,640 --> 00:26:50,960 You think they should? I don't think it's a cool thing. 493 00:26:52,920 --> 00:26:54,360 It's definitely not the core, yeah. 494 00:26:54,920 --> 00:26:59,760 Like this, I mean, it's difficult to say because I think 495 00:26:59,760 --> 00:27:01,640 that's a that's a long term valuable asset. 496 00:27:01,640 --> 00:27:10,640 But yeah, who knows, who knows, Like maybe maybe some like 497 00:27:10,640 --> 00:27:12,040 larger holders want to come in and buy it. 498 00:27:12,320 --> 00:27:14,120 Have you just seen this AI16Z thing? 499 00:27:14,800 --> 00:27:19,440 Hold on, what's going on now? Heard some rumors. 500 00:27:19,680 --> 00:27:22,120 Is it another crash out? They just announced that 501 00:27:22,120 --> 00:27:26,240 advanced humanoid robot. OK, that that was that was the 502 00:27:26,280 --> 00:27:32,200 rumor I heard. Well, what is going on? 503 00:27:32,760 --> 00:27:34,960 They're building. People say it's all sham. 504 00:27:36,160 --> 00:27:38,800 Yeah, so OK, so so the crypto punks and I think there's not 505 00:27:38,800 --> 00:27:40,760 much more to cover. Check out my interview with with 506 00:27:40,760 --> 00:27:42,440 the with the Co founder, the crypto punks. 507 00:27:42,440 --> 00:27:44,200 Let me pin it here. It's pinned to my profile. 508 00:27:44,720 --> 00:27:46,520 Make sure you share a tweet. Give it some love. 509 00:27:46,800 --> 00:27:49,040 By the way, there's 1600 people live on our Twitter spaces. 510 00:27:49,040 --> 00:27:51,920 Did we do something? Welcome. 511 00:27:52,560 --> 00:27:55,080 Welcome. There's 1600 people listening 512 00:27:55,080 --> 00:27:58,320 live on Twitter Space 1600. Well to the 1600 people, maybe 513 00:27:58,320 --> 00:28:00,760 it's because of our guests. I see you guys, Madani, Eduardo 514 00:28:01,040 --> 00:28:03,240 in the in the studio. Just give me another like, you 515 00:28:03,240 --> 00:28:05,160 know, 710 minutes. We'll bring you guys up. 516 00:28:05,160 --> 00:28:06,880 Can't wait to talk about what T Rice is building. 517 00:28:07,040 --> 00:28:09,720 Heard you guys fellow Montrealers too, but whatever we 518 00:28:09,720 --> 00:28:11,480 did, just so you know, we're doing a loot box thing at the 519 00:28:11,480 --> 00:28:14,080 end and you may win the punk. Speaking of punks on the show. 520 00:28:14,080 --> 00:28:18,200 So make sure you go to raffle bought dot XYZRAFFLEBOT dot XYZ, 521 00:28:18,200 --> 00:28:22,640 raffle bought dot XYZ. The code today is punks, PUNKS 522 00:28:22,640 --> 00:28:25,360 and make sure you sign up Marriott dot markets. 523 00:28:25,560 --> 00:28:28,520 OK, this is this is going to be your favorite prediction market 524 00:28:28,520 --> 00:28:30,840 moving forward. Let me tell you that anyways, 525 00:28:30,840 --> 00:28:33,080 back to to AI and these topics of the day. 526 00:28:33,280 --> 00:28:35,600 Let's I want to talk about the virtual stuff, but what's going 527 00:28:35,600 --> 00:28:37,280 on with the ICCC? Is this like breaking news or 528 00:28:37,280 --> 00:28:39,400 something? It seems to be breaking news. 529 00:28:40,320 --> 00:28:43,200 I don't know. Like Ark is also full sending 530 00:28:43,200 --> 00:28:46,200 right now. Oh my God. 531 00:28:46,920 --> 00:28:48,560 Just pull up the board. Pull up the board for. 532 00:28:49,720 --> 00:28:51,720 Shit. I don't know what ARK just 533 00:28:51,720 --> 00:28:54,000 announced. ARK is like had its first token 534 00:28:54,000 --> 00:28:56,000 handshake today I think of for like one of his projects. 535 00:28:56,000 --> 00:28:58,880 So maybe it's bouncing around that like wait they had to pay 536 00:28:58,880 --> 00:29:04,720 in ARK? The board is green boys. 537 00:29:05,360 --> 00:29:09,520 The board is green numbers. I mean that AI16Z thing is the 538 00:29:09,520 --> 00:29:12,720 thing that's that mean. If they get into fucking robots 539 00:29:12,720 --> 00:29:16,880 dude like. Wait, what? 540 00:29:16,880 --> 00:29:18,440 Where is it? What do you see that? 541 00:29:19,840 --> 00:29:30,200 AI16Z news the account yeah go down I mean it's clearly just a 542 00:29:30,880 --> 00:29:32,960 it's just a lot of thing at the moment, but. 543 00:29:33,120 --> 00:29:37,480 Resale for advanced humanoid robot. 544 00:29:39,680 --> 00:29:43,800 Oh my God, $420,000. It's a bad you can. 545 00:29:44,000 --> 00:29:46,600 Buy you can buy like a dozen, dude, you're buying a robot. 546 00:29:46,720 --> 00:29:48,200 I'm. Not going to lie, that's the 547 00:29:48,200 --> 00:29:50,280 sort of thing that could like AAA token. 548 00:29:53,880 --> 00:29:56,640 Here's the thing about AI16 ZAI 16Z. 549 00:29:56,880 --> 00:29:59,080 That was always a part of the bull case and people kept tying 550 00:29:59,080 --> 00:30:00,440 it to Shaw. One single person. 551 00:30:01,360 --> 00:30:04,760 This is an army of contributors. It's like this could be a pocket 552 00:30:04,760 --> 00:30:09,000 of five devs working on this sub project. 553 00:30:09,640 --> 00:30:12,800 Oh, another fiber or driving for in other aspects of the business 554 00:30:12,800 --> 00:30:17,080 like this is? We wrote about this 20 minutes 555 00:30:17,080 --> 00:30:20,240 ago. OK, so folks must have gotten 556 00:30:20,240 --> 00:30:23,400 the inside scoop on this too. AI agent Eliza OS is getting a 557 00:30:23,400 --> 00:30:25,000 robot buddy, but it's not for sex. 558 00:30:25,560 --> 00:30:28,120 Oh yeah, it's true. Someone, someone paid to put a 559 00:30:28,120 --> 00:30:30,920 vagina on Eliza or something. Remember I'm. 560 00:30:31,000 --> 00:30:32,360 I'm dead serious. I'm not even kidding. 561 00:30:32,360 --> 00:30:36,320 Yes, Google it. Popular AI agent Eliza OS is 562 00:30:36,320 --> 00:30:38,840 getting a robot Bonnie. But the creators of the robot 563 00:30:40,120 --> 00:30:42,200 emphasize it is not to be used for sex. 564 00:30:42,920 --> 00:30:46,640 Just for you dejans out there, just for you See, it's not the 565 00:30:46,640 --> 00:30:49,040 quit making this up dude. I'm going to write. 566 00:30:49,040 --> 00:30:50,320 I'm going to read the sentence again. 567 00:30:50,320 --> 00:30:57,040 OK, Popular agent Eliza OS is getting ready getting a robot 568 00:30:57,040 --> 00:30:58,200 body. But the creators of the role 569 00:30:58,200 --> 00:31:01,160 emphasized and not used for sex. Instead, it's designed to be 570 00:31:01,160 --> 00:31:03,840 humanoid AI companion that builds deep connections with 571 00:31:03,840 --> 00:31:07,200 humans by exhibiting emotional intelligence, empathy and 572 00:31:07,200 --> 00:31:10,800 through performing tasks. Can you imagine if a crypto 573 00:31:10,800 --> 00:31:17,440 native brand beats the major AI players to consumer humanoid 574 00:31:17,440 --> 00:31:18,440 robot companions? I thought. 575 00:31:18,840 --> 00:31:20,680 You were going to say, could you imagine fucking a robot? 576 00:31:20,880 --> 00:31:21,680 But. What are we? 577 00:31:22,840 --> 00:31:24,720 Yeah, I don't really know what this is like. 578 00:31:25,160 --> 00:31:27,720 When it's going, Eliza Wakes Up is designed as the next 579 00:31:27,720 --> 00:31:29,480 generation humanoid AI companion. 580 00:31:29,480 --> 00:31:32,120 Ava, head of projects for Eliza Wakes Up, told Decrypt. 581 00:31:32,120 --> 00:31:34,600 Oh wait, Decrypt got the this. Is a house manager. 582 00:31:35,200 --> 00:31:36,880 This is a house manager. It's going to help you do your 583 00:31:36,880 --> 00:31:40,480 dishes, do your laundry. You can ask it what the price of 584 00:31:40,520 --> 00:31:45,960 Tesla stock is. Eliza offers lifelike Eliza 585 00:31:45,960 --> 00:31:48,680 offers lifelike emotional intelligence, dynamic physical 586 00:31:48,680 --> 00:31:53,200 abilities and task execution that ranges from personal 587 00:31:53,200 --> 00:31:55,240 scheduling to handling complex operations like blocks and 588 00:31:55,240 --> 00:31:59,240 transactions. Nice the creators of humanoid I 589 00:31:59,280 --> 00:32:03,240 mean SO420K that's it. That's only how much soul is 590 00:32:03,240 --> 00:32:06,600 that? That's it's only you know it's 591 00:32:06,640 --> 00:32:10,960 it's only 2100 soul. You know it's it's only it's 592 00:32:10,960 --> 00:32:15,760 only two BTC. You know it's only 225 E three 593 00:32:15,760 --> 00:32:18,480 you guys biting. I mean, you, you're like, you're 594 00:32:18,480 --> 00:32:20,960 like the AI guy. I mean, surely you're buying a 595 00:32:20,960 --> 00:32:23,320 robot to take? Care of I can't have, I can't 596 00:32:23,320 --> 00:32:25,120 have a robot around my my children. 597 00:32:25,280 --> 00:32:27,480 You never know when these things are going to turn to evil. 598 00:32:27,760 --> 00:32:30,360 Imagine it just like snaps your fucking kids like I. 599 00:32:32,080 --> 00:32:34,440 Mean honestly, like the size of a human, the size of a robot 600 00:32:34,440 --> 00:32:36,480 actually is a very important factor. 601 00:32:36,480 --> 00:32:41,000 I think interesting. OK, mind, are you buying a 602 00:32:41,000 --> 00:32:46,880 robot? I mean not for 420 grand, that 603 00:32:46,880 --> 00:32:48,640 does change it. But this feels like the 604 00:32:48,640 --> 00:32:50,760 computer, like early on, right? It's the thing that's going to 605 00:32:50,760 --> 00:32:53,880 go lower and lower in pricing as tech advances, right? 606 00:32:54,080 --> 00:32:56,000 Like one day we're all going to buy robots for like 20 GS. 607 00:32:57,560 --> 00:33:01,680 Yeah, maybe, Maybe. Isn't the Tesla robot 30 grand? 608 00:33:01,680 --> 00:33:03,280 That's the question someone was asking Canada. 609 00:33:03,320 --> 00:33:05,880 It's. Probably not as good the Tesla. 610 00:33:06,560 --> 00:33:08,920 Robot's way cheaper than this. I didn't realize it was 420 611 00:33:08,920 --> 00:33:10,080 grand. That's quite a big deal. 612 00:33:11,040 --> 00:33:14,000 Someone said imagine it crashes out like Shaw. 613 00:33:17,320 --> 00:33:19,800 Someone else said imagine it gets mad because you're holding 614 00:33:19,800 --> 00:33:22,320 fartcoin and not realizing and throws your kid out the window. 615 00:33:22,520 --> 00:33:25,640 You guys are like the arc dude. Dark. 616 00:33:26,960 --> 00:33:28,800 OK, our guest. Can we talk the virtual stuff 617 00:33:28,800 --> 00:33:30,080 real quick? Maybe we go deeper tomorrow. 618 00:33:30,240 --> 00:33:31,680 Let's talk about that. Let's talk about that. 619 00:33:31,680 --> 00:33:32,760 Then we'll keep the rest for two more. 620 00:33:32,760 --> 00:33:34,040 Talk to us about the virtual news. 621 00:33:34,280 --> 00:33:36,760 Because this is a big deal. So our two leaders both have 622 00:33:36,760 --> 00:33:39,880 major announcements. So virtuals is going to do a 623 00:33:39,880 --> 00:33:43,760 buyback and burn of their respective agent tokens across a 624 00:33:43,760 --> 00:33:47,040 30 day twop. They're going to use 13 million 625 00:33:47,040 --> 00:33:51,600 virtual tokens, which right now is worth about 45 to $50 626 00:33:51,600 --> 00:33:55,000 million. They they've got Doom dashboard 627 00:33:55,000 --> 00:33:57,680 where you can see the exact amounts they're going to do. 628 00:34:00,520 --> 00:34:05,160 I've seen some, some mixed reactions out there to to what 629 00:34:05,160 --> 00:34:08,679 this is like what this means, perhaps why they would do it 630 00:34:08,679 --> 00:34:12,040 because like on the surface to me, this is them effectively 631 00:34:12,280 --> 00:34:17,800 taking away $45 million of their revenue and using it to pump 632 00:34:18,199 --> 00:34:21,880 downstream tokens which surface made. 633 00:34:22,000 --> 00:34:24,520 So like part of the reason virtuals got valued so high was 634 00:34:24,520 --> 00:34:29,480 because of its revenue. But I think the bull case is now 635 00:34:30,239 --> 00:34:32,480 the agents on their platform will be more valuable. 636 00:34:32,480 --> 00:34:35,360 They have higher incentives for new builders to launch tokens to 637 00:34:35,360 --> 00:34:38,840 launch agents on their platform. So the value of the platform 638 00:34:38,840 --> 00:34:42,760 perhaps increases because of that and they can effectively 639 00:34:43,000 --> 00:34:46,239 generate cash in other ways, perhaps via a raise of some 640 00:34:46,239 --> 00:34:49,239 kind. So it's a bet it it certainly is 641 00:34:49,360 --> 00:34:54,679 a bit of a gamble, but I mean tokens up 25% market seems to 642 00:34:54,679 --> 00:34:58,200 like it. OK market I I see nothing. 643 00:34:58,200 --> 00:35:00,560 I kind of saw you in ovi chitchat about it early on. 644 00:35:00,560 --> 00:35:02,000 I just didn't have time to relook into it. 645 00:35:02,280 --> 00:35:04,480 My read is my first read is like isn't this bullish? 646 00:35:04,480 --> 00:35:06,480 Like if they're going to re spend the money within their 647 00:35:06,480 --> 00:35:09,640 ecosystem like the 40 million if hopefully the. 648 00:35:10,080 --> 00:35:14,040 Tokens bad bearish for virtual was my knee jerk. 649 00:35:14,040 --> 00:35:17,240 Got it, got it, got it. Now it seems bullish. 650 00:35:17,280 --> 00:35:20,720 Bullish. But is it a flywheel and bullish 651 00:35:20,720 --> 00:35:23,520 for virtual down the line? If, if it just keeps going back 652 00:35:23,520 --> 00:35:26,440 up to virtuals and then they keep spending it, you'd have to. 653 00:35:26,480 --> 00:35:27,880 But this is only in the up market, right? 654 00:35:27,880 --> 00:35:30,640 In the down market, of course talking different, but in up 655 00:35:30,640 --> 00:35:33,520 market, interesting. OK. 656 00:35:33,840 --> 00:35:36,200 This is crypto and it's not totally solely valued based on 657 00:35:36,200 --> 00:35:38,920 their revenue. So like if it was if their token 658 00:35:38,920 --> 00:35:40,880 valuation was based solely on their revenue, then this would 659 00:35:40,880 --> 00:35:44,080 have to be objected by Bearish. OK, you know this is actually 660 00:35:44,080 --> 00:35:46,680 bullish for wrecked, so I'll take it because it's bullish for 661 00:35:46,680 --> 00:35:49,760 the agents on the right. Am I wrong to read that? 662 00:35:49,760 --> 00:35:52,080 Is bullish for the agents on the virtuals because the money kind 663 00:35:52,080 --> 00:35:55,200 of flows back to them, right? Wow. 664 00:35:55,560 --> 00:35:57,240 ARC is full sending here I guess. 665 00:35:58,680 --> 00:36:02,120 Wreck doesn't qualify though I don't think because it's not one 666 00:36:02,120 --> 00:36:04,280 of the native. There's like 2 tiers of tokens 667 00:36:04,280 --> 00:36:05,960 on virtuals. Yeah, 1 is where you. 668 00:36:06,720 --> 00:36:07,920 I see. I see. 669 00:36:07,960 --> 00:36:09,600 OK. Just just just give it a shot, 670 00:36:09,600 --> 00:36:12,640 you know? Quick qualifier. 671 00:36:12,640 --> 00:36:14,000 No, you got a Fact Check. It's good. 672 00:36:14,320 --> 00:36:15,400 Listen. Doesn't hurt. 673 00:36:15,560 --> 00:36:16,520 Doesn't hurt. You're fighting me. 674 00:36:16,520 --> 00:36:17,200 It's OK. I'm just kidding. 675 00:36:17,440 --> 00:36:18,800 What's up with Arc? Just quickly. 676 00:36:18,800 --> 00:36:21,120 What's up with Arc? Whoa, whoa, whoa. 677 00:36:21,800 --> 00:36:23,160 Wow. OK. 678 00:36:23,520 --> 00:36:25,840 What a bounce. I actually don't know what's up 679 00:36:25,840 --> 00:36:28,600 with ARK. I know today they were going 680 00:36:28,600 --> 00:36:38,560 live with like their first application, their hand that 681 00:36:38,560 --> 00:36:40,880 like their first thing is where you like you have to pay. 682 00:36:41,160 --> 00:36:47,080 You have to pay using ARK to like use the some of the 683 00:36:47,080 --> 00:36:51,200 features but I don't. I'm so unsure which project it 684 00:36:51,200 --> 00:36:53,080 is yet, but like they're definitely doing something 685 00:36:53,080 --> 00:36:54,440 today. Well, there was also the 686 00:36:54,440 --> 00:36:57,080 abstract announcement like there's a bunch of little things 687 00:36:57,080 --> 00:36:58,880 right, going on with ARC, it seems. 688 00:37:00,200 --> 00:37:02,480 I saw Saigar tweet about it, how this is going to be working with 689 00:37:02,480 --> 00:37:03,920 abstract. So it's pretty cool with 690 00:37:03,920 --> 00:37:07,600 abstract you have Eliza OS and and ARC now seems to I think. 691 00:37:08,920 --> 00:37:12,160 So I think they're about to announce the the first project 692 00:37:12,160 --> 00:37:13,760 which is going to be part of this. 693 00:37:14,240 --> 00:37:19,200 So how Eliza has done it is a bit like free for all, like it's 694 00:37:19,200 --> 00:37:23,120 a repo, anyone uses it and like they'll do partnerships. 695 00:37:23,920 --> 00:37:27,280 They are doing partnerships with like maybe the bigger people 696 00:37:27,280 --> 00:37:29,000 like more integrated partnerships. 697 00:37:29,520 --> 00:37:31,160 Arc did it a slightly different route. 698 00:37:31,960 --> 00:37:38,080 No one is on Rust, which kind of means a slightly different, they 699 00:37:38,080 --> 00:37:40,640 talk about it from a slightly different calibre of projects, 700 00:37:40,720 --> 00:37:43,880 which might look to integrate more complex, let's say. 701 00:37:44,640 --> 00:37:49,960 But also they have done almost like a, they've done like a 702 00:37:49,960 --> 00:37:52,640 process where you have to apply, you get vetted and then they're 703 00:37:52,640 --> 00:37:55,680 they're doing like a they're doing a series of like more high 704 00:37:55,680 --> 00:38:00,280 profile launches, let's say. And the first of those is going 705 00:38:00,280 --> 00:38:03,760 to be today. So, so let's see. 706 00:38:04,400 --> 00:38:07,040 And these are like Handshake, as in they're going to be, they're 707 00:38:07,080 --> 00:38:13,720 going to be integrating Arc into, into whatever they're 708 00:38:13,720 --> 00:38:17,040 doing. So maybe, maybe it's ahead of 709 00:38:17,040 --> 00:38:19,920 that. Maybe it's already been, maybe 710 00:38:19,920 --> 00:38:24,160 it's already been announced. But but this is just a smaller 711 00:38:24,160 --> 00:38:26,920 version of AI16Z, right? Like at this stage. 712 00:38:28,160 --> 00:38:31,160 So maybe you can keep running. Like there's a lot. 713 00:38:31,360 --> 00:38:36,080 There's less thud around ARC than there is around AI16Z, 714 00:38:36,080 --> 00:38:43,040 that's for certain. OK, OK, OK. 715 00:38:43,240 --> 00:38:43,840 OK. OK. 716 00:38:43,840 --> 00:38:45,400 So this is good. I guess we'll see where this 717 00:38:45,400 --> 00:38:46,640 takes us. All right, we'll, we'll keep the 718 00:38:46,640 --> 00:38:49,520 rest of the topics for tomorrow. Do you still keep your arc? 719 00:38:50,760 --> 00:38:53,920 I have some. Do you still have your arc? 720 00:38:55,000 --> 00:38:58,080 Pardon. I said, do you still have your 721 00:38:58,080 --> 00:38:59,800 arc? Yes, I have some, not all. 722 00:38:59,800 --> 00:39:01,840 No, sadly no, I'd be up like a lot right now. 723 00:39:03,880 --> 00:39:07,280 I have like I rotated to this. Excuse me? 724 00:39:07,960 --> 00:39:11,000 You're out here sending me rugs and then you're cooking the 725 00:39:11,000 --> 00:39:13,440 bitcoins? I don't get it. 726 00:39:14,400 --> 00:39:16,520 You told me, You asked me in the chat the other day. 727 00:39:16,520 --> 00:39:18,240 You said you owned Ark, and I said yes. 728 00:39:18,880 --> 00:39:21,040 What did you do? How did you fumble it from now 729 00:39:21,040 --> 00:39:22,360 until then? You've sold it all, haven't you? 730 00:39:22,360 --> 00:39:24,320 I can tell. I can just tell your tone. 731 00:39:24,800 --> 00:39:26,960 Here's here's what's going on. Here's why I need new friends. 732 00:39:27,120 --> 00:39:29,720 If you guys want to apply to be my friend, just Google me and 733 00:39:29,800 --> 00:39:31,600 send me a message. God, brother, so. 734 00:39:31,840 --> 00:39:35,280 Amando and all the other boys are literally sending us coins 735 00:39:35,280 --> 00:39:39,120 daily that go down like 300%. And in the meantime, they're all 736 00:39:39,120 --> 00:39:41,600 in the big trades though, all the big trades. 737 00:39:41,600 --> 00:39:46,920 So everyone's in the big trade or they're sending fucking coins 738 00:39:46,920 --> 00:39:50,480 that go to 0. Everyone's going to big coins, 739 00:39:50,720 --> 00:39:52,440 right? Right. 740 00:39:52,560 --> 00:39:53,880 What? What did he do? 741 00:39:54,560 --> 00:39:57,560 Just like go, you know, go to porno. 742 00:39:58,520 --> 00:39:59,680 This is what's going on in the trenches. 743 00:40:00,000 --> 00:40:03,520 Goat 2 point O brother I gave you I gave you ARC on a plate 744 00:40:03,520 --> 00:40:05,160 and we spoke about it 2 days ago. 745 00:40:05,320 --> 00:40:06,040 You didn't. What happened? 746 00:40:06,400 --> 00:40:09,360 You did not give. Actually you did not give ARC at 747 00:40:09,360 --> 00:40:10,920 all. The only coin you gave us was 748 00:40:11,160 --> 00:40:14,120 was goat. Don't you don't even stop, don't 749 00:40:14,120 --> 00:40:18,000 you even stop you, The person gave you arc the. 750 00:40:18,560 --> 00:40:23,360 Arc was no come on. I'm checking our chat arc. 751 00:40:23,360 --> 00:40:25,880 That was me, dude. Was ARC you? 752 00:40:25,880 --> 00:40:26,840 Was it? Was it there? 753 00:40:26,920 --> 00:40:30,360 Was Harold Sobie Tyler? Arc is me. 754 00:40:31,480 --> 00:40:33,280 Is it? Was it Tyler? 755 00:40:33,280 --> 00:40:34,880 Back to my. I'm going back to arc the 756 00:40:34,880 --> 00:40:36,560 original mention of this God damn coin. 757 00:40:37,040 --> 00:40:38,840 I was in very early but then sold and then. 758 00:40:39,000 --> 00:40:40,640 I think OSF gave us the AI trade. 759 00:40:40,760 --> 00:40:42,600 I think OSF was the earliest today AI. 760 00:40:43,040 --> 00:40:44,280 All right, let's go to our guest today. 761 00:40:44,320 --> 00:40:45,600 Let's go to our today's show guys. 762 00:40:45,800 --> 00:40:50,440 While while Mandel finds me the chats with with Zig I'm I'm I'm 763 00:40:50,440 --> 00:40:52,520 telling Sobie on the hive. That's what I'm doing, but 764 00:40:53,200 --> 00:40:55,480 that's that's like that's that's my next play. 765 00:40:55,520 --> 00:40:58,520 We'll see if it works out, but I'm happy with farquin dude. 766 00:40:58,560 --> 00:41:01,040 I I have a lot of farquin yes, like a lot. 767 00:41:01,840 --> 00:41:05,920 I I bought more on the dip. So I have a lot.