1 00:00:00,400 --> 00:00:01,840 Yo-yo, what up? What up? 2 00:00:01,840 --> 00:00:05,440 Good morning. Good morning, GMG. 3 00:00:09,800 --> 00:00:15,360 Monday. Yeah, baby. 4 00:00:15,880 --> 00:00:22,000 January 6th, 2025 what's 5 is Gary Vee's thing? 5 00:00:22,000 --> 00:00:23,680 I don't know it's five. You know I don't know. 6 00:00:23,680 --> 00:00:29,240 I can't went full 4th and five whatever first Monday of 2025, 7 00:00:29,320 --> 00:00:33,160 the first Monday of the golden Bull run the first Monday of the 8 00:00:34,120 --> 00:00:37,720 AI should I say super cycle. I know you guys are going to 9 00:00:37,720 --> 00:00:40,640 like that 10 Tyler, by the way, we're fully I show now here just 10 00:00:40,640 --> 00:00:44,040 I I figured you'd know. Yeah, you you figure right. 11 00:00:44,040 --> 00:00:46,720 You probably read the full hour chats over and over again. 12 00:00:46,720 --> 00:00:49,000 So we're we're we're fully pivoted to AI hour. 13 00:00:49,600 --> 00:00:52,080 You know, it's the only way for for AI is not to take over our 14 00:00:52,080 --> 00:00:54,480 jobs. You know, I saw you guys tweet 15 00:00:54,880 --> 00:00:56,240 quite a bit this week about that. 16 00:00:56,240 --> 00:00:58,960 So we may as well lapis AI's ourselves that way. 17 00:00:58,960 --> 00:01:02,400 You know, we can't be replaced. First Monday of first Monday, 18 00:01:02,840 --> 00:01:06,200 1st Monday of 2025. I hope every single person here 19 00:01:06,200 --> 00:01:10,000 is locked the fuck in because let me tell you something, it's 20 00:01:10,000 --> 00:01:12,520 going to be the ride of your life. 21 00:01:12,560 --> 00:01:16,720 I got my coast and I was Mandel. Tyler. 22 00:01:17,040 --> 00:01:22,320 Mr. Fartlode is Fartlord is back on the show. 23 00:01:23,160 --> 00:01:25,080 Tyler Mando, good morning. How you guys doing today? 24 00:01:26,240 --> 00:01:28,200 I'm doing fantastic, I'm doing fantastic. 25 00:01:28,200 --> 00:01:32,120 Another week weekend where everyone faded AI again and it's 26 00:01:32,120 --> 00:01:33,880 back to Monday and then everything's ripped again. 27 00:01:34,240 --> 00:01:35,760 I don't think anyone's fading anymore. 28 00:01:37,080 --> 00:01:39,600 The weekend it felt like, oh, maybe this is all over again. 29 00:01:40,000 --> 00:01:41,800 Yeah, Yeah, you're right. Well, I mean, there's always 30 00:01:41,800 --> 00:01:43,440 going to be those guys like we talked about last week, right, 31 00:01:43,440 --> 00:01:45,360 Mando? Like every dip, there's always 32 00:01:45,360 --> 00:01:47,880 going to be the guys coming out saying it's dad Tyler. 33 00:01:47,880 --> 00:01:50,040 My comments are like half of them are just like people being 34 00:01:50,040 --> 00:01:54,120 like, no, this is, this is rogue like really intellectually 35 00:01:54,120 --> 00:01:55,520 dishonest. Yeah, sure. 36 00:01:55,720 --> 00:01:57,640 You know what it is? People are not happy about it. 37 00:01:58,160 --> 00:01:59,720 Interesting. OK, I didn't know. 38 00:01:59,920 --> 00:02:01,120 That if I even disagree with them. 39 00:02:01,120 --> 00:02:02,840 I'm just saying you can make a lot of money out of it. 40 00:02:03,360 --> 00:02:04,800 No, I agree. Well, we'll talk about that. 41 00:02:04,800 --> 00:02:07,400 I had to take about that too. And I think you we probably 42 00:02:07,400 --> 00:02:09,759 share similar takes of like, just buy everything that says 43 00:02:09,759 --> 00:02:13,200 the future of stop looking into it, you know? 44 00:02:14,760 --> 00:02:16,520 Oh, the future. The future App Store. 45 00:02:16,720 --> 00:02:17,760 I'm in. Yeah. 46 00:02:18,000 --> 00:02:19,600 Oh, this is the future of France. 47 00:02:19,760 --> 00:02:21,320 I'm in. Anyways. 48 00:02:21,920 --> 00:02:26,200 Tyler, Tyler. Mr. Wonderful, Mr. Disney World. 49 00:02:26,960 --> 00:02:29,000 Lord, we needed you back in the trenches. 50 00:02:29,000 --> 00:02:31,640 And here you are. Tyler, how are you doing today? 51 00:02:31,640 --> 00:02:33,760 How was your vacation? I'm finally back. 52 00:02:33,760 --> 00:02:36,720 Disney World was great. I think my biggest take away is 53 00:02:36,720 --> 00:02:39,520 it's more fun for adults than I thought it would be. 54 00:02:39,520 --> 00:02:41,400 It's like the kids had fun. We had the premier passes. 55 00:02:41,400 --> 00:02:45,400 We rode every ride at all four parks so it was an absolute 56 00:02:45,400 --> 00:02:47,280 blast. It it feels like I've been gone 57 00:02:47,400 --> 00:02:50,320 forever so batteries are fully recharged. 58 00:02:50,840 --> 00:02:54,280 Very excited to be back at the desk and we are ripping here 59 00:02:54,280 --> 00:02:56,800 this morning and ready to bash some bears. 60 00:02:57,480 --> 00:03:01,240 Oh my God, we definitely are ready to bash some. 61 00:03:01,280 --> 00:03:02,720 I mean, look at the price of everything. 62 00:03:02,720 --> 00:03:04,480 We let's let's just get right into. 63 00:03:04,480 --> 00:03:05,720 I want to see some retweets, fam. 64 00:03:05,720 --> 00:03:07,680 By the way, Sims is back, Tyler's back from tomorrow on 65 00:03:07,680 --> 00:03:10,720 the robots loop box bins are fully back to normal with the 66 00:03:10,720 --> 00:03:12,680 with the usual giveaways and almost forgot. 67 00:03:12,880 --> 00:03:14,560 Hold on. I'm so excited to talk about the 68 00:03:14,560 --> 00:03:16,600 market. I only forgot our wonderful 69 00:03:16,600 --> 00:03:20,160 partners. Galaxy's Galaxy's the Web 3 70 00:03:20,160 --> 00:03:23,560 platform empowering creators and brands to build unstoppable 71 00:03:23,560 --> 00:03:26,320 communities with full ownership and independence, trusted by 72 00:03:26,320 --> 00:03:30,360 icons like Donald Trump, Steve Aoki, Mike Tyson and the NBA, 73 00:03:30,480 --> 00:03:33,440 shaping together the future of engagement. 74 00:03:33,600 --> 00:03:35,520 Boom. Love the new Adrian. 75 00:03:35,640 --> 00:03:37,120 This is Chad. I love that. 76 00:03:37,120 --> 00:03:40,360 I mean the lady did the trump cards dude come on and and and 77 00:03:40,360 --> 00:03:42,520 fair side network every day we see people as well as get 78 00:03:42,520 --> 00:03:44,240 drained. Fair side is about to launch a 79 00:03:44,240 --> 00:03:47,080 fair alternative to insurance for crypto scams. 80 00:03:47,080 --> 00:03:49,080 Check out fair side network on X. 81 00:03:49,280 --> 00:03:51,120 If you get drained, you won't get ready. 82 00:03:51,200 --> 00:04:07,560 Mando, we need you ASAP. GM everyone. 83 00:04:07,680 --> 00:04:11,880 So macro, let's start there. We had a bit of a stronger day 84 00:04:12,040 --> 00:04:17,959 on on stocks on Friday. Things move slightly higher. 85 00:04:18,200 --> 00:04:20,680 The the dollar still remains very, very strong. 86 00:04:20,800 --> 00:04:24,480 And we've got two key bits of data this week. 87 00:04:24,480 --> 00:04:28,840 We've got the jobs data on Friday and we've got, we've got 88 00:04:28,840 --> 00:04:32,200 fed minutes. So they'll be from a macro 89 00:04:32,200 --> 00:04:35,760 standpoint, that's what people will be looking at kind of we're 90 00:04:35,760 --> 00:04:37,600 going sideways a little bit on majors. 91 00:04:37,680 --> 00:04:43,800 Obviously in the last two hours, bitcoins gone up to over 101K. 92 00:04:44,000 --> 00:04:47,680 Solana has been broadly outperforming it. 93 00:04:47,840 --> 00:04:49,920 It kind of went sideways a little bit over the weekend, but 94 00:04:49,920 --> 00:04:52,160 but, but continues to be very, very strong today. 95 00:04:52,600 --> 00:04:54,960 Obviously it's had a very, very strong period with memes and 96 00:04:54,960 --> 00:04:59,040 then now it's going to be now it's going to be strong with 97 00:04:59,040 --> 00:05:03,480 this AI narrative. But I mean, we'll be some 98 00:05:03,480 --> 00:05:06,600 volatility this week on some of that macro stuff, but it's good 99 00:05:06,600 --> 00:05:08,080 to see Bitcoin going higher again. 100 00:05:09,120 --> 00:05:10,600 Looks like Sailor bought some more today. 101 00:05:10,600 --> 00:05:12,440 Interestingly, he's buying less and less. 102 00:05:12,520 --> 00:05:15,240 So something to pay attention to like as as the micro strategy 103 00:05:15,240 --> 00:05:19,560 stock falls relative to where Bitcoin is. 104 00:05:20,160 --> 00:05:24,840 He's he's he's borrowing less to buy so yeah, micro strategy only 105 00:05:24,840 --> 00:05:26,760 bought 100 million today. Remember a few weeks ago they 106 00:05:26,760 --> 00:05:30,120 were buying billions of dollars worth, which you've definitely 107 00:05:30,120 --> 00:05:33,160 seen a change there. You did see Metaplanet which is 108 00:05:33,160 --> 00:05:39,720 the the Japanese version of of Sailor said they were going to 109 00:05:39,720 --> 00:05:44,680 try and buy 10,000 Bitcoin or get their holdings to 10,000 110 00:05:44,680 --> 00:05:47,560 Bitcoin in 2025, which would be a five to six XI think they're 111 00:05:48,080 --> 00:05:49,560 they're holdings so. That's nice. 112 00:05:50,120 --> 00:05:53,080 Yeah, pretty good in terms of D Gen. stuff. 113 00:05:54,960 --> 00:06:01,760 Look, 70% mindshare for AI. Now don't want to say this, this 114 00:06:01,760 --> 00:06:06,040 show was calling it early, but we were we were very, very early 115 00:06:06,040 --> 00:06:09,800 to this one. It is now completely dominating 116 00:06:09,960 --> 00:06:15,600 where people are doing their left curve stuff and it's broad 117 00:06:15,600 --> 00:06:17,440 based as well. You can see it with the people 118 00:06:17,440 --> 00:06:21,160 who are buying it, right? You have you have Eric dot ETH 119 00:06:21,160 --> 00:06:24,920 posting around about an AI coin or like the ETH Maxis and you 120 00:06:24,920 --> 00:06:29,640 have D Jens posting about it. Guys that you used to see in the 121 00:06:29,640 --> 00:06:34,880 Bitcoin community or in the in the in the Solana community. 122 00:06:34,880 --> 00:06:37,920 Obviously that's fully posted on NFTS, memes, everything. 123 00:06:37,920 --> 00:06:41,360 Like I see people who are involved in every bit of crypto 124 00:06:41,560 --> 00:06:44,560 posting about this right now. It's becoming when bank lists 125 00:06:44,560 --> 00:06:49,120 are doing a show about this, you know it's gone it it's gone 126 00:06:49,120 --> 00:06:51,400 broader, right? Bagless never did a meme show, 127 00:06:51,720 --> 00:06:54,440 right? They never did a show around NFT 128 00:06:54,440 --> 00:06:56,160 or they did that show, didn't they? 129 00:06:56,160 --> 00:06:57,160 With Carly? What? 130 00:06:57,200 --> 00:07:00,040 What was her name again? Brad Sippings. 131 00:07:01,000 --> 00:07:01,400 Yeah. Where's? 132 00:07:01,400 --> 00:07:03,360 She now dude. That's a good question. 133 00:07:03,360 --> 00:07:05,960 You know what this is 1 show in crypto that I actually what? 134 00:07:06,320 --> 00:07:08,040 Did she not make it through the through the bear? 135 00:07:08,280 --> 00:07:09,360 She laughed. She laughed. 136 00:07:09,360 --> 00:07:11,280 Crypto. What? 137 00:07:11,520 --> 00:07:15,680 Didn't make it through the bear. Remember the Gaming show? 138 00:07:16,120 --> 00:07:18,440 By the way, Obie the Nintendo thing. 139 00:07:19,360 --> 00:07:20,640 Keep. Going. 140 00:07:21,960 --> 00:07:24,040 So they did do an underpriced Apex, but then that guy like 141 00:07:24,160 --> 00:07:25,480 spun out, didn't it? Right? 142 00:07:25,480 --> 00:07:28,000 I remember. I really like Carly Riley. 143 00:07:28,000 --> 00:07:32,200 What the fuck? Yeah, Carly P Riley, I'm I'm 144 00:07:32,200 --> 00:07:34,640 fortunate she didn't make it, but. 145 00:07:35,120 --> 00:07:37,240 Lee walks so Tyler could could run. 146 00:07:37,960 --> 00:07:42,720 Exactly, exactly. So it tells you that this is 147 00:07:42,760 --> 00:07:45,920 this is dominating the people that are looking at B5, the 148 00:07:45,920 --> 00:07:47,680 people that are looking at memes, people are looking at 149 00:07:47,680 --> 00:07:50,480 just Bitcoin, just ETH, everyone's getting involved. 150 00:07:50,720 --> 00:07:54,680 The fact that it's also on base, I think has allowed the ETH 151 00:07:54,680 --> 00:07:57,800 community to feel far more involved, which I think is quite 152 00:07:57,800 --> 00:08:00,480 a good thing. Like a lot more ETH Maxis are 153 00:08:00,480 --> 00:08:04,280 taking part in this as a meta than I've seen with memes. 154 00:08:05,440 --> 00:08:08,120 You know, they would buy morgue or they'd buy Pepe, but now 155 00:08:08,120 --> 00:08:11,920 they're all like, right, we want to buy Fraser, we want to buy 156 00:08:13,000 --> 00:08:15,960 they know they can pump some of this stuff basically, which is 157 00:08:15,960 --> 00:08:17,400 basically why they're getting involved. 158 00:08:17,440 --> 00:08:20,520 Like they're not my favorite people. 159 00:08:20,520 --> 00:08:22,800 I would say some of the ETH Maxis they've, they've become 160 00:08:22,800 --> 00:08:26,000 quite intellectually superior as a group. 161 00:08:26,960 --> 00:08:29,520 When you say Eric Connor, like Eric Dartieth, is tweeting about 162 00:08:29,520 --> 00:08:31,560 this, I don't know if I'm taking this as a positive signal, 163 00:08:31,560 --> 00:08:33,799 negative signal. I'm just telling you that that 164 00:08:33,799 --> 00:08:40,039 crew of haters of the last two years of what's been going on 165 00:08:40,480 --> 00:08:44,880 are now fully involved in this. And I think that tells you kind 166 00:08:44,880 --> 00:08:48,120 of everything you need to know. It's like this is now they found 167 00:08:48,120 --> 00:08:52,120 out that they can pump stuff on bass, so it's fantastic for them 168 00:08:52,120 --> 00:08:54,360 and bass is leading a lot of this virtuals. 169 00:08:54,760 --> 00:08:56,440 I love it. It's something to be said 170 00:08:56,440 --> 00:08:59,000 actually. Like although I see a lot of SAP 171 00:08:59,000 --> 00:09:02,560 happening on, on Solana, it's very, very clear that the 172 00:09:02,560 --> 00:09:05,040 winners on base are just so much stronger. 173 00:09:05,440 --> 00:09:07,840 Like narratives, which don't even have that much mindshare. 174 00:09:07,840 --> 00:09:10,960 Like Phrase Fraser that we put in the chat like what, 2 days 175 00:09:10,960 --> 00:09:15,160 ago can go to 600 million. There's just so much more money 176 00:09:15,320 --> 00:09:20,360 on ETH, way more money on ETH per unit of mindshare. 177 00:09:20,800 --> 00:09:22,800 That's that's kind of what I would say. 178 00:09:24,080 --> 00:09:26,480 Is there? A or maybe AIXPT proves that 179 00:09:26,600 --> 00:09:29,920 proves that stop the case, but like virtuals just never goes 180 00:09:29,920 --> 00:09:33,080 down that much like I mean because you can't. 181 00:09:33,240 --> 00:09:37,080 Sell anything right, Tyler? Yeah. 182 00:09:37,760 --> 00:09:40,840 But like some part of me thinks that although I see more stuff 183 00:09:40,840 --> 00:09:45,080 happening on Solana, like more projects I've seen. 184 00:09:45,720 --> 00:09:51,080 A lot. The IT just it it Solana has 185 00:09:51,160 --> 00:09:53,480 also has a lot of jeats. That's basically what I think. 186 00:09:53,880 --> 00:10:01,560 I think like, in some ways I kind of feel like it's maybe 187 00:10:01,560 --> 00:10:03,600 just easier to own stuff on base a bit more. 188 00:10:03,600 --> 00:10:04,840 I don't know you're. Not stopping me. 189 00:10:05,480 --> 00:10:08,280 Like look at the volumes on D5 llama, they're the same, yet the 190 00:10:08,320 --> 00:10:10,880 theorem is A7X, the TVL of Solano. 191 00:10:11,160 --> 00:10:13,880 So definitely these ETH Maxis can pump this stuff, man. 192 00:10:13,920 --> 00:10:19,160 That's completely they are a rich, rich group of holders. 193 00:10:19,440 --> 00:10:22,200 I mean that was my ETH. Mean ETH NFT is like nothing 194 00:10:22,200 --> 00:10:23,240 else right? Like. 195 00:10:24,440 --> 00:10:26,880 Yeah, so I actually looked into this because I've seen so much 196 00:10:26,880 --> 00:10:29,040 of this, like bass is dominating. 197 00:10:29,360 --> 00:10:31,520 Yeah, same AI narrative and I just. 198 00:10:31,520 --> 00:10:32,840 I didn't think that was true. I. 199 00:10:33,160 --> 00:10:36,640 Didn't think it was true. I mapped out all of the the top 200 00:10:36,640 --> 00:10:42,800 coins over 100 million in market cap this morning and Bass has 201 00:10:43,840 --> 00:10:49,480 let's see, Bass has nine and Solana has 12 Virtual's by far 202 00:10:49,480 --> 00:10:54,120 the biggest, but they've only got so they they've got virtual 203 00:10:54,120 --> 00:10:58,480 at 4 billion, FAI at 620 million, AIXPT at 5:37. 204 00:10:58,480 --> 00:11:03,000 So they've got 3 / 500,500,000,000 souls got AI16Z 205 00:11:03,000 --> 00:11:05,400 far coin goat zero bro over 500 million. 206 00:11:05,400 --> 00:11:08,520 Then Griffane and swarms over 400 million and then act ark 207 00:11:08,800 --> 00:11:11,760 over 300 million. Then you don't have any other 208 00:11:11,760 --> 00:11:15,200 coins over 300 million on base. Then you have to go down to lay 209 00:11:15,200 --> 00:11:20,240 and REI and you get into the the mid one hundreds and I don't 210 00:11:20,400 --> 00:11:22,840 know the exciting new launches are coming on Solana like we saw 211 00:11:22,880 --> 00:11:25,440 that with we saw that yesterday. They are. 212 00:11:25,600 --> 00:11:29,040 Paper GMZ. There's more competition though, 213 00:11:29,080 --> 00:11:32,320 so I feel like part of your point is it is easier perhaps 214 00:11:32,320 --> 00:11:35,040 for the winners on base to go higher. 215 00:11:35,320 --> 00:11:38,000 Yeah, I think, I think, I think we're saying the same thing. 216 00:11:38,000 --> 00:11:39,680 Yeah. It's like you buy your runners 217 00:11:39,840 --> 00:11:43,720 on on Solana, but then it, there's a bunch in that like 200 218 00:11:43,720 --> 00:11:48,440 to 500 or 600 range and it feels very PvP already, right? 219 00:11:48,440 --> 00:11:51,840 Like it feels very much like there's going to be a Graphene 220 00:11:51,840 --> 00:11:55,520 competitor which comes out on, on one of these and, and it's 221 00:11:55,520 --> 00:11:58,720 kind of PvP and, or there's, I don't know, it's starting to 222 00:11:58,720 --> 00:12:03,480 worry me a little. Bit yeah, I get it. 223 00:12:03,560 --> 00:12:06,960 I mean, it's heavily I, I I'd see, I, I, I get the narrative 224 00:12:06,960 --> 00:12:10,000 people are pumping on base like it's, but I find it very 225 00:12:10,000 --> 00:12:12,600 underwhelming, honestly. Like the only narrative base 226 00:12:12,600 --> 00:12:17,240 hassle for Salon is, oh, there's less people selling, but that's 227 00:12:17,240 --> 00:12:20,600 just a narrative right for now. But yeah, I know what you mean. 228 00:12:20,600 --> 00:12:22,120 Like you're right, Like Ethereum has more money. 229 00:12:22,320 --> 00:12:25,680 It's I don't think we can I don't think we can argue that 230 00:12:26,120 --> 00:12:29,560 theorem does have much more money than than Solana for now. 231 00:12:29,560 --> 00:12:32,760 So so we'll see. Was there any news this morning 232 00:12:32,760 --> 00:12:35,240 Was just just like everybody back at work, Mando and markets 233 00:12:35,240 --> 00:12:37,880 are ripping like first Monday of the year 'cause we got. 234 00:12:38,480 --> 00:12:40,960 Crypto specific, but remember Trump's inauguration is in. 235 00:12:41,720 --> 00:12:43,720 Two weeks. Yeah, less now. 236 00:12:44,960 --> 00:12:49,640 Yeah. So and I think people we'll, 237 00:12:50,360 --> 00:12:53,880 we'll probably, we'll probably see more and more expectation 238 00:12:53,880 --> 00:12:56,240 going into that maybe some more headlines about something might 239 00:12:56,240 --> 00:12:58,920 happen. Talk about these setups dude. 240 00:12:58,920 --> 00:13:00,400 You got some nice trades right there. 241 00:13:00,720 --> 00:13:06,240 Damn, theorem's looking good. 3700 here, Solana, I mean was 242 00:13:06,480 --> 00:13:10,000 outperforming for a bit and now just like fully going to 21 243 00:13:10,000 --> 00:13:12,200 here. So this is amazing and then 244 00:13:12,200 --> 00:13:14,800 Bitcoin just ripping congratulations guys happy 100K 245 00:13:14,800 --> 00:13:18,520 day to those celebrate again. You know we get to celebrate 246 00:13:18,720 --> 00:13:21,760 Bitcoin 100K this time. Hopefully we'll see we'll see 247 00:13:21,760 --> 00:13:25,160 new highs on our other coins then top gainers, top losers. 248 00:13:25,160 --> 00:13:29,320 Let's see what we got then I'll go to Tyler's top 15000 today, 249 00:13:29,320 --> 00:13:33,280 so let's see what we got. Wow AI 60 top gainer with FPX 250 00:13:33,280 --> 00:13:38,280 dude, Murad, Murad bro, Murad, it's it's Murad's world. 251 00:13:38,280 --> 00:13:41,040 We're just living in it. So let's see if everything's up. 252 00:13:41,120 --> 00:13:44,640 Everything's up well. Let's talk about that and then 253 00:13:44,880 --> 00:13:49,960 sandbox up 11%. Everyone's switching to AI man. 254 00:13:50,920 --> 00:13:53,640 You know that if you're in crypto pivot to AI thing, it's 255 00:13:53,640 --> 00:13:56,080 actually not wrong, but it's if you're in crypto pivot to crypto 256 00:13:56,120 --> 00:14:00,400 AI like it's just it's just similar, right, but same same 257 00:14:00,600 --> 00:14:03,840 but different. Anyways, Tyler, Mr. Tyler. 258 00:14:03,840 --> 00:14:05,080 All right, let's where's this Jingle? 259 00:14:05,080 --> 00:14:06,640 I've even forgot where it is. Oh, there it is. 260 00:14:06,640 --> 00:14:07,960 Tyler. Let's see what you got for us 261 00:14:07,960 --> 00:14:21,600 today. Our top story now Bitcoin back 262 00:14:21,600 --> 00:14:24,080 over 100K is crypto majors are very green. 263 00:14:24,080 --> 00:14:29,080 To start the week, we had injective sand, AIOZ leading all 264 00:14:29,080 --> 00:14:32,040 surrender, XTC and File Coin also up 8 to 9 percent. 265 00:14:32,240 --> 00:14:35,680 Those Bitcoin ETS, they sold $900 million in inflows on 266 00:14:35,680 --> 00:14:37,160 Friday. That's the largest they've seen 267 00:14:37,200 --> 00:14:39,720 in weeks. Perhaps today will be even 268 00:14:39,720 --> 00:14:43,000 larger. Solana became quantum resistant, 269 00:14:43,040 --> 00:14:45,960 meaning it found a way to protect user funds against 270 00:14:46,160 --> 00:14:48,760 future quantum attacks. I believe the first chain to 271 00:14:48,760 --> 00:14:51,680 have unlocked that. Then in the political news, some 272 00:14:51,680 --> 00:14:55,520 calls for congressional probe into the FDIC related to 273 00:14:55,520 --> 00:14:59,000 Operation Choke Point after a recent unsealing of some of the 274 00:14:59,000 --> 00:15:01,840 letters they sent to banks and discouraging them against using 275 00:15:01,840 --> 00:15:05,240 public block chains in token AirDrop and protocol news. 276 00:15:05,240 --> 00:15:08,680 Myriad baby setting new all time highs in predictions over the 277 00:15:08,680 --> 00:15:12,120 weekend over 10,000 per day and things you love to see. 278 00:15:12,480 --> 00:15:15,680 Jesse Pollock Tees bringing Coinbase stock to the base 279 00:15:15,680 --> 00:15:18,480 chain, though he acknowledged it will be a long process to do 280 00:15:18,480 --> 00:15:19,960 that as they bring stocks on chain. 281 00:15:20,320 --> 00:15:23,000 Then Yuga Labs announced they're going to use their 6.9 million 282 00:15:23,040 --> 00:15:25,760 ape coin to start voting in the future. 283 00:15:25,760 --> 00:15:29,240 Dow cycles in AI and crypto folks. 284 00:15:29,240 --> 00:15:33,560 Overall market cap soaring this morning it's up to about 17.4 285 00:15:33,560 --> 00:15:36,040 billion. Most of the leaders now in 286 00:15:36,160 --> 00:15:39,200 green. The weekly numbers AI 16 Z up 287 00:15:39,200 --> 00:15:43,480 over 50% of the week, Fartcoin up 53%, FAI up 150%, Griffin up 288 00:15:43,520 --> 00:15:46,240 85%. Massive weeks up top. 289 00:15:46,240 --> 00:15:49,800 We had sitcom Nero, Boss Pippin, Nikita leading top movers on the 290 00:15:49,800 --> 00:15:52,120 day, several other mid tier tokens up 30 to 40%. 291 00:15:52,120 --> 00:15:57,200 And then this new AI meme Penaeus penis Pene AIS jumps 292 00:15:57,680 --> 00:16:00,160 200% to 4 million. So they're having some fun in 293 00:16:00,160 --> 00:16:04,040 the AI streets as well. Overall AI mindshare over 70%. 294 00:16:05,080 --> 00:16:09,040 Mando mentioned AI XPT, Fart coin Virtual are leading that 295 00:16:09,040 --> 00:16:11,760 mindshare. A few individual stories here. 296 00:16:11,760 --> 00:16:16,080 Danielle CS Cestas a non token source 700% from January 1st to 297 00:16:16,080 --> 00:16:22,200 today now at 155,000,000 run over on Sonic Hyper 5 debuted 298 00:16:22,200 --> 00:16:25,800 it's Hyper token It is already at $280 million less than one 299 00:16:25,800 --> 00:16:29,640 day old as they build out a new immersive web experience for 300 00:16:29,640 --> 00:16:34,720 agents, apps, digital worlds and users is AI Roblox new token G&Z 301 00:16:34,720 --> 00:16:38,080 gains soared to 50 million in its debut tied to the pulse 302 00:16:38,080 --> 00:16:41,040 company wearables and swarm of AI agents meant to 10 extra 303 00:16:41,040 --> 00:16:43,760 fitness, productivity and career. 304 00:16:44,040 --> 00:16:47,560 This hero terminals H term token ran to 30 million in its debut 305 00:16:47,920 --> 00:16:51,200 promising multi chain agent trading functionality across 306 00:16:51,200 --> 00:16:54,800 Solana and base. So some big new launches just in 307 00:16:54,800 --> 00:16:58,920 the past day on a Sunday and memes and NFTS Meme coin majors 308 00:16:58,920 --> 00:17:02,040 are also green this morning, folks, Doe Shiba up 1%. 309 00:17:02,040 --> 00:17:05,280 Pingu, arguably the top story, though past 600,000 holders 310 00:17:05,280 --> 00:17:08,720 entered the top 50. That market cap creeping up to 3 311 00:17:09,160 --> 00:17:11,680 billion. We saw baby sharks Web 3R launch 312 00:17:11,680 --> 00:17:14,640 a baby shark meme that soared to 200 million this weekend. 313 00:17:14,880 --> 00:17:19,160 SPX, as you just called out, it's up to 1.43 billion. 314 00:17:19,280 --> 00:17:22,240 Leading the top meme movers in Murat is so back. 315 00:17:22,400 --> 00:17:27,319 We saw this new Solana meme MLG jump 230% to 40 1,000,000. 316 00:17:27,319 --> 00:17:31,320 The butthole meme jumps 55% to $100 million. 317 00:17:31,560 --> 00:17:35,560 What is happening over on on base, this Kikius meme tied to 318 00:17:35,560 --> 00:17:42,000 Elon's change soared 135% to 580 million and Dick butt up 240% to 319 00:17:42,000 --> 00:17:45,200 24,000,000. So just massive, massive gains 320 00:17:45,200 --> 00:17:49,520 in the in the meme coin sector. And then in NFTS, the story is 321 00:17:49,560 --> 00:17:53,760 AINFTS are leading the way. So on chain, Gaius jumps 70% to 322 00:17:53,760 --> 00:17:59,920 1.33 that the five FAINFT 2049 reflections is up 50% to .75 323 00:17:59,920 --> 00:18:04,720 virtual waifus, their mascot up five 100% to .2 ETH on base and 324 00:18:04,720 --> 00:18:09,120 then AI16Z partners up 50% to 6 soul as well. 325 00:18:09,120 --> 00:18:13,040 So a lot, a lot to unpack and a lot of AI action. 326 00:18:14,720 --> 00:18:26,240 Oh my God. Dude this is wow you really 327 00:18:26,240 --> 00:18:29,720 missed it. Holy shit did you see the open 328 00:18:29,720 --> 00:18:32,440 AI thing though yesterday? And the open AI thing? 329 00:18:33,240 --> 00:18:35,640 So I saw Watch a Guru deleted their tweet which threw me off a 330 00:18:35,640 --> 00:18:38,760 little bit. So Sam Altman came out and said 331 00:18:39,040 --> 00:18:43,240 AGI this year, AI super intelligent soon. 332 00:18:44,760 --> 00:18:48,040 And he deleted it. He deleted it. 333 00:18:49,440 --> 00:18:52,720 Maybe. Yeah, so I saw that as well, but 334 00:18:52,760 --> 00:18:58,080 then I saw he deleted it. Interesting, I mean I think the 335 00:18:58,080 --> 00:19:00,960 scariest tweets was this one. I always wanted to write a 336 00:19:00,960 --> 00:19:03,480 secret story. Here it is near the singularity 337 00:19:03,520 --> 00:19:05,840 on clear which side. So we may all be dying this year 338 00:19:06,720 --> 00:19:09,040 and sucked into a black hole. Have y'all seen Interstellar? 339 00:19:09,480 --> 00:19:10,440 I think you guys should watch it. 340 00:19:10,440 --> 00:19:13,960 It's back on Netflix by the way. Chat on Netflix though. 341 00:19:13,960 --> 00:19:16,080 That's not a paid ad. It's he deleted it. 342 00:19:16,080 --> 00:19:19,840 Mando it was look 12 hours ago. He tweeted about this 13 hours 343 00:19:19,840 --> 00:19:22,040 ago. Reflections and then January 344 00:19:22,040 --> 00:19:23,560 4th, the Singularity tweet and I. 345 00:19:24,040 --> 00:19:27,960 People get very bullish on on some of this stuff, man. 346 00:19:28,200 --> 00:19:32,480 Like this is the thing about slightly different, I think than 347 00:19:33,360 --> 00:19:35,840 when NFTS became big. Like there was that push from 348 00:19:35,840 --> 00:19:40,080 meta obviously for like the metaverse, that sort of stuff. 349 00:19:40,080 --> 00:19:43,440 But it was widely like it was widely rejected. 350 00:19:43,440 --> 00:19:44,960 I felt like by mainstream, right? 351 00:19:44,960 --> 00:19:46,920 A lot of people in mainstream were like, we don't want to do 352 00:19:46,920 --> 00:19:48,240 that. We don't want to live in the 353 00:19:48,240 --> 00:19:51,400 metaverse this time. It doesn't feel like that. 354 00:19:51,680 --> 00:19:56,200 It feels like it feels like macro and is really pushing this 355 00:19:56,200 --> 00:19:59,600 narrative very, very strong. So it's weird. 356 00:19:59,600 --> 00:20:03,000 I remember about like six months ago, it would be like some of 357 00:20:03,000 --> 00:20:06,960 these AI coins would pump with with like open AI results and it 358 00:20:06,960 --> 00:20:09,520 was all a bit like ridiculous. But now it feels like they're 359 00:20:09,520 --> 00:20:12,640 very aligned because they're all going for this, these agents 360 00:20:12,640 --> 00:20:13,800 too. They're all trying to release 361 00:20:13,800 --> 00:20:22,200 their own agent models team. Grog team Elon Team Grogg open 362 00:20:22,200 --> 00:20:24,400 as sinking shit. Yeah, E Brink. 363 00:20:24,400 --> 00:20:26,840 That's right. Anyways, it was in the 364 00:20:26,840 --> 00:20:28,520 reflections. Nothing was deleted. 365 00:20:28,520 --> 00:20:31,120 He just puts the directions and it's in the link saying that he 366 00:20:31,120 --> 00:20:33,680 gets closer to AGI and that we're getting very close to 367 00:20:33,680 --> 00:20:35,920 that. Anyways, Tyler, I mean, where do 368 00:20:35,920 --> 00:20:41,200 you even want to start, dude? There's a lot, I mean we could 369 00:20:41,240 --> 00:20:44,680 dive a little bit deeper into some of the new AI launches from 370 00:20:44,680 --> 00:20:47,760 from yesterday. I think that's or I mean go go 371 00:20:47,760 --> 00:20:52,600 to the hyper token HYPER. Did we get an AirDrop? 372 00:20:52,600 --> 00:20:54,120 Is that what you guys were talking about this morning? 373 00:20:55,000 --> 00:20:56,920 That's unclear. I thought I did but I didn't. 374 00:20:57,800 --> 00:21:00,960 Someone told me that if you had 100,000 AI 16 Z tokens you got 375 00:21:00,960 --> 00:21:04,000 to claim some hyper, but I haven't ever verified that. 376 00:21:05,400 --> 00:21:07,280 What I have been able to verify is that this thing is at 377 00:21:07,280 --> 00:21:12,440 $275,000,000 and it came out at like 6:00 last night. 378 00:21:14,040 --> 00:21:17,360 And I think it just kind of had like this this perfect 379 00:21:17,880 --> 00:21:21,680 confluence of it's everyone's been looking for this metaverse 380 00:21:21,840 --> 00:21:26,960 AI play and here comes they're saying they're the roadblocks 381 00:21:26,960 --> 00:21:29,120 for AI agents, open source metaverse. 382 00:21:29,120 --> 00:21:31,920 They're using. Eliza Shaw endorsed them, but 383 00:21:31,920 --> 00:21:35,400 also said like, hey, it's not our project, but we are going to 384 00:21:35,400 --> 00:21:37,960 work with them. And they're talking about 385 00:21:37,960 --> 00:21:40,240 dropping apps, which, you know, we've been chatting a little bit 386 00:21:40,240 --> 00:21:43,760 about apps perhaps being the next sub narrative in the AI 387 00:21:43,760 --> 00:21:47,520 sector. The the dev behind this folks 388 00:21:47,520 --> 00:21:51,160 have been saying is crack's been working on this for for quite 389 00:21:51,160 --> 00:21:52,960 some time. And. 390 00:21:54,440 --> 00:21:57,040 The the LA Cabal man they were on this one early. 391 00:21:57,680 --> 00:21:59,600 Got to give him credit. I think Frank got close to a 392 00:21:59,600 --> 00:22:01,920 percent of this thing last night. 393 00:22:01,920 --> 00:22:06,120 We were tracking some of his buys so so Frank's doing quite 394 00:22:06,120 --> 00:22:08,200 well. When did the hyperfight launch? 395 00:22:08,240 --> 00:22:10,840 ABM got it too like the the the guy. 396 00:22:12,080 --> 00:22:13,320 Right. Sorry. 397 00:22:15,040 --> 00:22:17,560 I think it gave him going like 90 but didn't it launch at 100 398 00:22:17,560 --> 00:22:20,520 or something? It went to 100 very fast, OK, 399 00:22:21,160 --> 00:22:27,000 then it pulled back to 60. You had you had maybe a 5 minute 400 00:22:27,000 --> 00:22:28,800 window to buy it there and then. He got it. 401 00:22:28,840 --> 00:22:31,880 He was taking my last night. I was writing bad and he was 402 00:22:31,880 --> 00:22:35,120 like, yeah, you guys, this may go, but I'm already up 100%. 403 00:22:35,120 --> 00:22:38,360 I was like fuck, and here we are. 404 00:22:38,440 --> 00:22:39,480 So what's the story between this? 405 00:22:39,480 --> 00:22:42,080 So I love this. This is literally I love this. 406 00:22:42,200 --> 00:22:50,360 I love this AI metaverse This. Is folks have been, folks have 407 00:22:50,360 --> 00:22:52,840 also said that that when the AI metaverse goes to billions, 408 00:22:52,840 --> 00:22:54,800 that's going to be when the top is. 409 00:22:55,000 --> 00:22:58,080 Yeah, we're clearly not there yet. 410 00:22:58,400 --> 00:22:59,840 You know what? Yeah. 411 00:22:59,880 --> 00:23:01,680 I mean, I what do you guys think of this? 412 00:23:02,160 --> 00:23:04,240 I mean, I've been looking at stuff like this for, I'm looking 413 00:23:04,240 --> 00:23:06,800 for this sort of trend for, for epic, right? 414 00:23:06,800 --> 00:23:09,400 Like the idea of integrating like an authentic character. 415 00:23:10,560 --> 00:23:12,280 I know Sobey's been talking about this. 416 00:23:12,280 --> 00:23:15,200 I know every single one of the gaming companies, by the way, is 417 00:23:15,200 --> 00:23:18,280 talking about this like, right, we're going to we're going to 418 00:23:18,440 --> 00:23:22,240 introduce AI agents in games like better MPCS essentially 419 00:23:22,240 --> 00:23:29,720 that that can do a lot more. So these guys may be it, but I'm 420 00:23:29,720 --> 00:23:33,720 telling you that every single gaming company in Web 3 is 421 00:23:33,720 --> 00:23:36,440 locking it. You've even seen, you know, like 422 00:23:36,480 --> 00:23:39,440 you've even seen from from Prime, right? 423 00:23:39,440 --> 00:23:42,240 They kind of went down that route with their Wayfinder, 424 00:23:42,240 --> 00:23:44,520 right? I mean, that's a bit more stand 425 00:23:44,520 --> 00:23:47,680 alone, but a lot of others are going to going to be expanding 426 00:23:47,680 --> 00:23:50,680 into this. Yeah, agree. 427 00:23:50,680 --> 00:23:51,960 They're not, they're not the only one. 428 00:23:51,960 --> 00:23:55,240 I think that we saw one before this who had the metaverse plan. 429 00:23:55,240 --> 00:23:57,720 It was Realis. Realis ran to about a 50 million 430 00:23:57,720 --> 00:24:01,280 at peak and since kind of lost some favor, it was down below 20 431 00:24:01,280 --> 00:24:02,920 million. It's actually kind of running 432 00:24:02,920 --> 00:24:09,360 again today in Hyperfise Wake. Whoever is able to pull this off 433 00:24:09,360 --> 00:24:11,160 and get adoption, I think is we're going to see them do 434 00:24:11,160 --> 00:24:13,880 pretty well, right. I mean Sandbox we just looked at 435 00:24:13,880 --> 00:24:16,520 Sandbox is still 2 billion. What does? 436 00:24:16,920 --> 00:24:19,320 Sandbox do 8 billion, 8 billion at peak I believe. 437 00:24:20,120 --> 00:24:21,360 So what's this? What? 438 00:24:21,360 --> 00:24:23,680 How come sandbox is like rage pumping? 439 00:24:23,680 --> 00:24:27,720 It's not the first time I see it in the top movers recently. 440 00:24:28,960 --> 00:24:32,120 My my read was is just right in the metaverse narrative and and 441 00:24:32,120 --> 00:24:33,560 Wave. I don't know if they had any 442 00:24:33,560 --> 00:24:34,480 announcements. I didn't. 443 00:24:34,520 --> 00:24:37,360 I didn't see any. I didn't see any announcements, 444 00:24:37,360 --> 00:24:38,480 but I'm telling you it'll be around this. 445 00:24:39,000 --> 00:24:41,360 But there's no doubt in my mind it'll be around this. 446 00:24:43,280 --> 00:24:44,760 All right, so high profile, let's talk about this, right, 447 00:24:44,760 --> 00:24:45,760 Because that's the talk of talent. 448 00:24:45,760 --> 00:24:48,040 Like, do we think like what? What's, what's the play here? 449 00:24:50,080 --> 00:24:55,600 I don't know it kind of feels like like we said yesterday with 450 00:24:55,600 --> 00:25:00,080 the gains thing as well, feels like you know your you know your 451 00:25:00,080 --> 00:25:04,280 audience here like AI agent gaming a a agent health and 452 00:25:04,280 --> 00:25:06,920 fitness app AI agent vaping will be coming soon. 453 00:25:07,320 --> 00:25:11,960 A a agent gambling like you know, we're going to we're going 454 00:25:11,960 --> 00:25:15,040 to hit all the the major DJ narratives here. 455 00:25:15,040 --> 00:25:16,520 I love. That. 456 00:25:17,920 --> 00:25:19,600 It feels like it just right time, right place. 457 00:25:21,600 --> 00:25:23,280 I don't know why it would be worth 200. 458 00:25:23,440 --> 00:25:27,400 I guess the AI, the AI16Z partnership is quite a big one. 459 00:25:27,600 --> 00:25:29,760 You know you're going to see a lot of these projects. 460 00:25:29,760 --> 00:25:33,240 So Salon did the hackathon and there's there are a ton of 461 00:25:33,240 --> 00:25:35,640 different winners. And. 462 00:25:36,120 --> 00:25:37,960 I think that's going to be a list and then you're going to 463 00:25:37,960 --> 00:25:42,320 see all the different people that partner with a bigger most 464 00:25:42,320 --> 00:25:45,640 likely with AI16Z given it's open source and and like has 465 00:25:45,640 --> 00:25:48,800 been plug insurance, but that's going to be a big thing. 466 00:25:49,920 --> 00:25:52,160 Interesting. All right, so there's that 467 00:25:52,160 --> 00:25:53,920 there's pay attention. I mean, there's a play going on 468 00:25:53,920 --> 00:25:55,960 every day, right Tyler right now, like it's pretty wild. 469 00:25:55,960 --> 00:25:58,280 Like there's a lot of these coins going like you, you 470 00:25:58,320 --> 00:26:00,080 mentioned another one you mentioned each term. 471 00:26:00,080 --> 00:26:03,440 What's that? H term was another top mover on 472 00:26:03,440 --> 00:26:06,160 Solana. I didn't just quickly just to 473 00:26:06,160 --> 00:26:07,520 pull back. So like if you pulled the decks 474 00:26:07,520 --> 00:26:12,120 like these new tokens are doing $90,000,000 in their, in their 475 00:26:12,120 --> 00:26:15,560 first day and like it's just showing the demand and hunger 476 00:26:15,560 --> 00:26:19,280 for new, for the new hot thing, right. 477 00:26:19,440 --> 00:26:22,400 And I think it's still a little to be seen what this means for 478 00:26:22,400 --> 00:26:23,920 some of the more established players. 479 00:26:24,600 --> 00:26:27,200 I mean, if they are going to take a, a hit or not, but but 480 00:26:27,240 --> 00:26:31,120 yeah, they're, they're up at 86. As I understand it, they, their 481 00:26:31,120 --> 00:26:36,440 terminal enables agents to do trains, trades, cross chain base 482 00:26:36,520 --> 00:26:39,480 and Solana. I think so far we've seen mostly 483 00:26:39,480 --> 00:26:41,960 singular chain trading. I, I don't know that it's super 484 00:26:41,960 --> 00:26:45,160 novel or unique. There's a lot of like. 485 00:26:45,520 --> 00:26:48,560 Tech that already existed that's being repackaged as AI agents, 486 00:26:48,600 --> 00:26:49,720 right? Launching. 487 00:26:50,280 --> 00:26:54,160 You go into Hiero terminal on on it's, I think it's trying to be 488 00:26:54,160 --> 00:26:59,800 a bit of AIXBT as well going to be posting alpha and then it's 489 00:26:59,800 --> 00:27:03,240 going to be doing trades. So but yeah, there's a lot of 490 00:27:03,240 --> 00:27:06,720 these, right Griffin? Griffin went above 500 because 491 00:27:06,720 --> 00:27:11,280 it announced like a interface for trades on chain, like text 492 00:27:11,280 --> 00:27:13,960 to trade sort of stuff. If you saw that. 493 00:27:14,760 --> 00:27:18,400 Nope. Interesting. 494 00:27:19,120 --> 00:27:22,400 OK, OK. Well, look, as long as our bags 495 00:27:22,440 --> 00:27:23,560 keep going up, I guess we're good. 496 00:27:24,320 --> 00:27:26,360 And I think that the games launch was an interesting one 497 00:27:26,360 --> 00:27:28,080 too. And I think that perhaps is an 498 00:27:28,080 --> 00:27:32,760 example of one of the new kind of subclasses of AI products 499 00:27:32,760 --> 00:27:35,800 we're going to see where it's more of a a product or an app. 500 00:27:35,840 --> 00:27:39,360 So what what they're doing is it's tied to the Pulse company, 501 00:27:39,360 --> 00:27:43,720 which has a wearables device and they're promising a swarm of AI 502 00:27:43,720 --> 00:27:48,560 agents to provide custom fitness tips beyond fitness, 503 00:27:48,560 --> 00:27:50,920 productivity and other things as well. 504 00:27:50,920 --> 00:27:53,920 Based on your feedback. I think there's criticism in the 505 00:27:53,920 --> 00:27:56,600 replies of their announcement like, hey, we have other apps 506 00:27:57,040 --> 00:28:02,320 that do this. I think where that what actually 507 00:28:02,320 --> 00:28:04,600 specifically gets very interesting is if they actually 508 00:28:04,600 --> 00:28:08,120 can get the the bio data from the wearable device and then you 509 00:28:08,120 --> 00:28:13,200 get custom advice from an AI agent based on that. 510 00:28:13,200 --> 00:28:14,880 I haven't personally seen that out there. 511 00:28:14,880 --> 00:28:16,680 I'm not super deep in the wearable space. 512 00:28:16,920 --> 00:28:24,160 I've been a whoop user semi deep into fitness in wearables. 513 00:28:24,560 --> 00:28:26,480 Maybe that exists. I haven't seen it. 514 00:28:26,480 --> 00:28:28,920 I think it's pretty interesting. And then it's another one that's 515 00:28:28,920 --> 00:28:30,360 also like a narrative trade, right? 516 00:28:30,360 --> 00:28:34,560 So like this, the pitch is easy that the team has won multiple 517 00:28:34,560 --> 00:28:38,240 hackathons. They've raised, they've raised 518 00:28:38,240 --> 00:28:41,440 money to build the product. They they, they sold out their 519 00:28:41,440 --> 00:28:43,880 wearable band yesterday. So there is real world demand 520 00:28:44,400 --> 00:28:47,480 for the products. Maybe it's just CT digits buying 521 00:28:47,480 --> 00:28:51,680 it right as a part of all this, but it's another one where it's 522 00:28:51,680 --> 00:28:54,200 a nice combination. I mean, it's the narrative play 523 00:28:54,200 --> 00:28:55,720 right now, right? Like you're just like, if we're 524 00:28:55,720 --> 00:28:58,240 going to play like if we're going to play NFTS 2 point O 525 00:28:58,240 --> 00:29:00,640 here, may as well like just play it like or Icos. 526 00:29:01,000 --> 00:29:02,760 It's like a cross of ICO and NFTS, right? 527 00:29:02,760 --> 00:29:05,440 It's like the narrative of the NFTS, the future of X with a 528 00:29:05,440 --> 00:29:08,200 coin attached to it that goes into public sale to the public 529 00:29:08,200 --> 00:29:10,280 and we just ape it and goes higher. 530 00:29:10,280 --> 00:29:14,760 Like like I in last last cycle, I believed in all of it. 531 00:29:15,240 --> 00:29:16,920 Cold cat's going to change the face of gaming. 532 00:29:16,920 --> 00:29:19,640 As soon as you knew Tamagotchi totally fell for it. 533 00:29:19,640 --> 00:29:20,880 We weren't just like talking about all day. 534 00:29:20,880 --> 00:29:25,720 We actually fell for these. Yeah, the the main difference 535 00:29:25,840 --> 00:29:29,400 actually the main difference which I which I really like is 536 00:29:29,400 --> 00:29:31,840 the fact that the main difference between IC OS and FTS 537 00:29:31,840 --> 00:29:34,080 is there's no pre sale here. Right. 538 00:29:34,240 --> 00:29:35,800 I like the fight. There's no pre sale man though. 539 00:29:35,800 --> 00:29:37,400 I like that a lot. So it's kind of like you, you're 540 00:29:37,400 --> 00:29:39,360 early, you're early, you're not like you missed out. 541 00:29:39,800 --> 00:29:41,520 That was one of the main issues with a lot of these. 542 00:29:41,520 --> 00:29:45,120 It was like right X raised 150 million to build this. 543 00:29:45,480 --> 00:29:47,840 Like he owes $4 billion and nothing fucking happened. 544 00:29:47,920 --> 00:29:50,320 And same with NFTS, right Mention all those NFT mints that 545 00:29:50,320 --> 00:29:54,520 everyone just like put in and it feels much different here in 546 00:29:54,520 --> 00:30:00,560 that for once we've got the launch data right Yeah, it went 547 00:30:00,560 --> 00:30:03,120 to 50 went to 250 million a day, but some people did buy it. 548 00:30:03,240 --> 00:30:05,000 You know, some people did manage to get in early enough. 549 00:30:06,640 --> 00:30:10,840 So that's been one benefit here as I see less you still get 550 00:30:10,840 --> 00:30:15,160 scamming, but there's less there's less pre sale funds like 551 00:30:15,160 --> 00:30:17,800 we're you better not rug us sort of stuff from. 552 00:30:18,120 --> 00:30:23,120 An investment standpoint I'm just going to approach it the 553 00:30:23,120 --> 00:30:26,840 same way I'm approaching I I wish I approached NFTS like oh 554 00:30:26,840 --> 00:30:28,640 this they claim that they're going to change the ordering 555 00:30:28,640 --> 00:30:31,440 thing like I'm not going to buy AI version of this like my 556 00:30:31,440 --> 00:30:35,760 ordering is like the data I get is very good it does and like 557 00:30:35,800 --> 00:30:37,880 it's going to go it's like the gaming thing right like, but why 558 00:30:37,880 --> 00:30:40,240 does he need a token but the questions are asking that as a 559 00:30:40,240 --> 00:30:43,240 second should start buying the token because that's why we're 560 00:30:43,240 --> 00:30:45,960 buying tokens because price goes up right and so. 561 00:30:47,360 --> 00:30:49,480 I thought that at the start and I really that's why I thought 562 00:30:49,480 --> 00:30:51,720 the memes would be the strongest, but now it just feels 563 00:30:51,720 --> 00:30:54,280 like people want this. People want this more than I've 564 00:30:54,280 --> 00:30:57,600 seen before, like they're they're willing to believe that 565 00:30:57,600 --> 00:31:00,160 this is the shot. Oh look at that, Virtuals calls 566 00:31:00,160 --> 00:31:03,200 them the IAO initial agent offering. 567 00:31:03,920 --> 00:31:08,680 So it is kind of like an ICO. But there's funds up front or 568 00:31:08,800 --> 00:31:13,000 generally there isn't. Normally these are launched on 569 00:31:13,000 --> 00:31:17,720 pump or they're launched on. I want an AI version of myself. 570 00:31:17,720 --> 00:31:20,720 A smarter, very impossible to make. 571 00:31:23,200 --> 00:31:26,920 Go on Fred, give yourself some kudos here for me. 572 00:31:28,760 --> 00:31:30,440 I'm curious, so I'm I'm missing the shows last week. 573 00:31:30,440 --> 00:31:32,520 Did you guys talk about some of the emerging narratives like 574 00:31:33,480 --> 00:31:36,440 pricing, some of the agent platforms we. 575 00:31:37,440 --> 00:31:39,400 Talked about a lot last week, but tell us you weren't there. 576 00:31:39,400 --> 00:31:41,840 I want to know Tyler on vacation at Disney. 577 00:31:41,840 --> 00:31:43,640 What was he thinking about? You Tell us like, how are you 578 00:31:43,640 --> 00:31:45,720 approaching this? Well, so the the narrative was 579 00:31:45,720 --> 00:31:48,480 clearly coming out a couple of weeks ago and now I don't know 580 00:31:48,480 --> 00:31:50,880 if it's already like kind of started passing us by. 581 00:31:52,360 --> 00:31:57,120 It was these L1 these these agent platforms being priced as 582 00:31:57,120 --> 00:32:00,240 L ones the ones that you can launch agents on that have their 583 00:32:00,240 --> 00:32:02,120 native token. The native token is tied in 584 00:32:02,560 --> 00:32:05,840 virtuals led the way. Now AI16Z looks to be they 585 00:32:05,840 --> 00:32:08,880 haven't published their update, but they are they they've given 586 00:32:08,880 --> 00:32:11,360 some teasers if they're going to do something similar with their 587 00:32:11,360 --> 00:32:14,960 token Zero bro fully pivoted to this arc. 588 00:32:14,960 --> 00:32:18,240 Is this with rust now? I think bully is is actually 589 00:32:18,240 --> 00:32:22,000 trying to do something similar for its own style of, of AI 590 00:32:22,000 --> 00:32:25,480 agents. I thought that was going to be 591 00:32:25,480 --> 00:32:28,280 the the the hot trade and narrative. 592 00:32:28,280 --> 00:32:31,080 I don't think that's going away. I think a lot of the probably 593 00:32:31,080 --> 00:32:32,000 the winners are coming from there. 594 00:32:32,000 --> 00:32:35,440 But it also feels like we're we're quickly moving beyond 595 00:32:35,440 --> 00:32:37,600 that. So you've got the L1 agent 596 00:32:37,600 --> 00:32:39,840 platforms, you've got your pure memes for coin goat. 597 00:32:40,360 --> 00:32:46,360 You've got your pure agents, AXPTNFTXPT, Poly now, perhaps 598 00:32:46,680 --> 00:32:51,640 the hero maybe is in there and then now like a new wave of apps 599 00:32:51,640 --> 00:32:54,760 producing games and experiences, that's where Frasa FAI kind of 600 00:32:54,760 --> 00:32:58,320 fits in. Perhaps G&Z games fits into that 601 00:32:58,320 --> 00:33:00,480 bucket. And now Metaverse with Hyper in 602 00:33:00,480 --> 00:33:03,000 real. So I'm already seeing like 5 sub 603 00:33:03,000 --> 00:33:06,400 sectors of this. The app stuff is the stuff I 604 00:33:06,400 --> 00:33:08,600 think is about to go big. That's the stuff you can tell. 605 00:33:08,600 --> 00:33:14,280 Like we, we, we did the memes, we did the, the interface stuff. 606 00:33:14,360 --> 00:33:18,000 We've now done the marketplaces and now it's going to be right. 607 00:33:18,000 --> 00:33:22,400 Let's actually apply it in some way and see where we can, where 608 00:33:22,400 --> 00:33:24,880 we can get. That will often involve an 609 00:33:24,880 --> 00:33:27,160 integration with one of the other players, which is why you 610 00:33:27,160 --> 00:33:28,240 saw them. Oh, we're going to integrate 611 00:33:28,240 --> 00:33:31,440 with AI16Z. Like for the application layer 612 00:33:31,440 --> 00:33:33,840 of all this, like you're going to have to choose how to like 613 00:33:33,840 --> 00:33:37,720 basically run your agent. And you might also see it go the 614 00:33:37,720 --> 00:33:39,040 other way. So you might see one of these 615 00:33:39,040 --> 00:33:42,760 other projects, which is it's kind of what zero bro did at the 616 00:33:42,760 --> 00:33:46,120 same time, like right, we've got this concept and we're going to 617 00:33:46,120 --> 00:33:49,720 put it into culture. You might see applications kind 618 00:33:49,720 --> 00:33:54,320 of come out of these like AICCC may launch a gaming arm, you 619 00:33:54,320 --> 00:33:58,240 know, or virtuals may do the same with, I don't know, 620 00:34:00,440 --> 00:34:03,760 gambling. Like I saw him on the on the on 621 00:34:04,000 --> 00:34:05,520 It's the is that. Coded. 622 00:34:06,120 --> 00:34:08,040 I saw an interview with the dragonfly team the other day and 623 00:34:08,040 --> 00:34:10,719 he was talking by spots the the the founder of. 624 00:34:11,280 --> 00:34:15,120 He was like for porn, for gambling, for he was like this 625 00:34:15,120 --> 00:34:17,239 guy. Well, you can do a lot with 626 00:34:17,239 --> 00:34:19,480 agents like we're there's going to be like for us. 627 00:34:19,480 --> 00:34:21,440 Like, for example, I can tell you right away that like 628 00:34:21,440 --> 00:34:23,360 there's, there's already been a bunch of AI agents being 629 00:34:23,360 --> 00:34:25,400 developed, like to, to trade predictions, right? 630 00:34:25,800 --> 00:34:28,280 So it actually makes sense, like prediction markets, like AI 631 00:34:28,280 --> 00:34:30,520 agents within prediction market. Actually Hoseb in that tweet 632 00:34:31,159 --> 00:34:33,760 also talked about that Mando, I think the same tweet you're 633 00:34:33,760 --> 00:34:36,920 talking about prediction markets cuz you know they led Poly, 634 00:34:36,920 --> 00:34:38,920 right? So they talk a lot about 635 00:34:38,920 --> 00:34:41,239 Polymarket on there and how a agents are gonna you're gonna be 636 00:34:41,239 --> 00:34:43,639 trading against just probably a bunch of AI agents at some point 637 00:34:44,719 --> 00:34:45,760 when it comes to. Stuff. 638 00:34:45,760 --> 00:34:48,560 Yeah, yeah. I'm playing marketing on chain 639 00:34:48,600 --> 00:34:51,320 predictions and stuff like that. I think it's gonna be heavily 640 00:34:51,320 --> 00:34:55,120 dominated by AI. You know, ironically, Tyler, I 641 00:34:55,120 --> 00:34:57,680 still always pull up your eye watch list from like day one. 642 00:34:57,680 --> 00:34:58,560 I don't know if you have a new one. 643 00:34:58,560 --> 00:35:00,080 I. Try to keep maintaining it, it's 644 00:35:00,080 --> 00:35:02,600 just so hard because dex limits you to 100. 645 00:35:02,680 --> 00:35:04,680 Though, Because like if you go back to the show from like 646 00:35:04,680 --> 00:35:06,840 months ago, when I used to even make fun of you guys for this 647 00:35:07,480 --> 00:35:09,480 before, like, you know, realize like, listen, I'm not going to 648 00:35:09,480 --> 00:35:11,880 fade like the narrative of the seer, which is stupid. 649 00:35:12,880 --> 00:35:16,160 These were like, wait, like it's we've been calling these things 650 00:35:16,200 --> 00:35:19,400 for like, yeah, most of you guys, but we as a show, like 651 00:35:19,400 --> 00:35:21,160 it's been a while. This is insane to see now like 652 00:35:21,160 --> 00:35:22,880 so many of them above half a billion guys. 653 00:35:23,320 --> 00:35:25,560 Yeah, I pulled the numbers from one month ago for the newsletter 654 00:35:25,560 --> 00:35:27,160 this morning, so I can rattle a few off. 655 00:35:27,160 --> 00:35:29,920 So Virtual was at 1.78 billion a month ago. 656 00:35:30,080 --> 00:35:33,480 AI16Z was 500 million. Farkorn was 200 million. 657 00:35:34,040 --> 00:35:37,440 Raisa FAI was 34 million a month ago. 658 00:35:37,600 --> 00:35:40,720 AIXPT was right around 200. Wow. 659 00:35:40,720 --> 00:35:42,680 Zero Bro was 325. Griffane. 660 00:35:42,680 --> 00:35:44,880 Griffane was 15. Whatever it is. 661 00:35:45,920 --> 00:35:48,800 Griffane was the crazy 1 and I think that one of Farkorn has 662 00:35:48,800 --> 00:35:51,160 been. It looks amazing, by the way. 663 00:35:51,160 --> 00:35:55,800 This chart is incredible. Like this is just wild. 664 00:35:56,200 --> 00:35:59,720 I don't think like we're at 17 now and maybe it's time to it 665 00:35:59,720 --> 00:36:02,040 feels like it's slowing down a bit of like the top token taking 666 00:36:02,040 --> 00:36:05,400 a while, but it it it feels like this could double tomorrow. 667 00:36:05,800 --> 00:36:06,920 In my opinion. It's like. 668 00:36:07,200 --> 00:36:09,640 Didn't NFTS go to one trillion last cycle? 669 00:36:13,880 --> 00:36:15,200 Did you see that? Zeros. 670 00:36:15,320 --> 00:36:16,360 Add some zeros to. That OK. 671 00:36:16,400 --> 00:36:18,400 But seriously though, like real question though, like what did 672 00:36:18,400 --> 00:36:20,680 NFTS actually top at? Because it's tough, Mendo, to 673 00:36:20,680 --> 00:36:23,160 put a number on that because there was so many chains between 674 00:36:23,160 --> 00:36:26,880 even the VVS of this world and everything. 675 00:36:26,880 --> 00:36:28,600 There anything valuable in VV ever? 676 00:36:29,200 --> 00:36:32,200 No, but like between top shots and nifty gateway and. 677 00:36:34,040 --> 00:36:37,720 The value was one of one art in that in that peak period because 678 00:36:37,720 --> 00:36:40,120 that wasn't really being valued. You talk about collections, they 679 00:36:40,120 --> 00:36:44,400 did value at multi multi chain and that was it was around 30 to 680 00:36:44,400 --> 00:36:46,760 50 billion. But you could argue that like 681 00:36:46,800 --> 00:36:50,240 the one of one art bit was maybe a few more billion on top of 682 00:36:50,240 --> 00:36:51,680 that. Like who knows? 683 00:36:53,000 --> 00:36:56,640 It's I'm seeing 783 billion according to Grok. 684 00:36:56,960 --> 00:36:58,480 They're they're sourcing practice. 685 00:36:58,480 --> 00:37:03,520 They got tweets. That is just no way it goes to 686 00:37:03,520 --> 00:37:05,480 that. We have to get the definitive 687 00:37:05,480 --> 00:37:07,000 answer for this. We've got stats in the audience 688 00:37:07,120 --> 00:37:09,120 we need to get down. Like what are the stats here? 689 00:37:09,120 --> 00:37:11,320 What? What's the PFP? 690 00:37:11,320 --> 00:37:13,880 What's the PFP? Making those tweets, What's it 691 00:37:13,920 --> 00:37:17,000 talking about here? Nick Tameno The total market cap 692 00:37:17,000 --> 00:37:20,120 of entire NFT asset class in is 5 billion. 693 00:37:21,360 --> 00:37:27,840 Down 90%. 90% right. 50 billion, there is so much crap. 694 00:37:27,840 --> 00:37:31,160 This is the reason about taking, taking some of your stuff from 695 00:37:31,160 --> 00:37:33,360 Grok, because they've clearly just taken these, these crazy 696 00:37:33,360 --> 00:37:39,560 tweets use open AI use. There was data on this, like 697 00:37:39,560 --> 00:37:41,440 this wasn't something that people weren't tracking by the 698 00:37:41,640 --> 00:37:45,080 NFTS like NFT Go, for example, had that for example. 699 00:37:45,400 --> 00:37:47,920 NFT Go's still going, right? Yeah. 700 00:37:49,240 --> 00:37:54,720 Interesting. 22 I mean, just yesterday, new launches from 701 00:37:54,720 --> 00:37:59,240 yesterday added $350 million. Yeah, right. 18. 702 00:37:59,240 --> 00:38:02,920 Sorry, I know. I don't even know if cookie has 703 00:38:02,920 --> 00:38:05,440 those on their list yet. I actually I didn't see hyper on 704 00:38:05,440 --> 00:38:05,800 there. I. 705 00:38:06,600 --> 00:38:09,520 Don't even. Think so, dude. 706 00:38:09,520 --> 00:38:12,480 So if if that if this pace continues and you have a just a 707 00:38:12,480 --> 00:38:17,240 handful of days per week like yesterday, like you're adding a 708 00:38:17,240 --> 00:38:19,480 billion per week. You guys don't know what I'm 709 00:38:19,480 --> 00:38:22,840 cooking on without even knowing I was cooking on my on chain 710 00:38:22,840 --> 00:38:25,360 Dias. I bought these joints. 711 00:38:25,440 --> 00:38:29,960 I I checked the chain over nine months ago and everything tanked 712 00:38:29,960 --> 00:38:31,080 so. What? 713 00:38:31,880 --> 00:38:35,000 What were they? So it was this Sydney's right 714 00:38:35,000 --> 00:38:37,040 screen times. He's big on base and he was, you 715 00:38:37,040 --> 00:38:38,560 know, when I was all. Screen times, yeah. 716 00:38:39,160 --> 00:38:41,080 So that I guess my forecaster time paid off. 717 00:38:41,200 --> 00:38:43,640 I, I says I've made enough money to pay off for all the hours of 718 00:38:43,640 --> 00:38:44,800 spend forecasters. I'm pretty happy. 719 00:38:45,080 --> 00:38:47,600 But but basically he launched an AI agent. 720 00:38:47,600 --> 00:38:49,600 He was talking about AI agents like a year ago and people 721 00:38:49,600 --> 00:38:51,320 thought he was like kind of stupid, but he was actually 722 00:38:51,320 --> 00:38:52,480 talking about this like before everybody. 723 00:38:52,720 --> 00:38:55,800 Actually I think, I don't think I've heard anyone talk about 724 00:38:55,800 --> 00:38:58,120 Unchained agents before him in crypto. 725 00:38:58,560 --> 00:39:00,360 I was talking about agents years ago. 726 00:39:00,960 --> 00:39:02,960 And. Fat dude. 727 00:39:02,960 --> 00:39:05,240 Fat, fat, fat. Yeah. 728 00:39:05,240 --> 00:39:06,880 Oh right, right, fat and stuff like that. 729 00:39:06,880 --> 00:39:08,720 By the way, we should talk about this, what happened to the 730 00:39:08,720 --> 00:39:11,040 towers and stuff for this world. They don't count in the AI 731 00:39:11,040 --> 00:39:12,360 conference room. But let's go back to that in a 732 00:39:12,360 --> 00:39:13,600 second. But basically he launched his 733 00:39:13,600 --> 00:39:17,040 onching guys, which was meant to be like, I don't know PFPS of AI 734 00:39:17,040 --> 00:39:18,640 don't even know what it is. I just own them. 735 00:39:19,400 --> 00:39:24,480 I just bought 3 back then and now there was 1.3 each each and 736 00:39:24,480 --> 00:39:28,040 I got the Henlow AirDrop. Not AirDrop. 737 00:39:28,040 --> 00:39:30,840 It was a claim thankfully. Shout out to DS for reminding me 738 00:39:30,880 --> 00:39:32,040 during the bear market or whatever. 739 00:39:32,040 --> 00:39:35,480 It's a 50 mil. And what is handler? 740 00:39:36,080 --> 00:39:38,560 So it's actually a little go Kart game on Telegram. 741 00:39:39,640 --> 00:39:41,880 OK. So it's like tied to this like 742 00:39:41,880 --> 00:39:45,400 Telegram app game, I guess. I don't know, dude. 743 00:39:45,480 --> 00:39:48,120 I don't know. I don't know, you know, I have 744 00:39:48,120 --> 00:39:51,200 no idea, but it's really. I I see it in the AI sector, but 745 00:39:51,200 --> 00:39:52,720 I don't actually know really what it is. 746 00:39:52,720 --> 00:39:54,680 And everyone's like, I just got a 500 million. 747 00:39:54,680 --> 00:39:57,920 I'm like, yeah. It is because hamster cart 748 00:39:57,920 --> 00:39:59,960 racing on Telegram backed by bass. 749 00:40:00,240 --> 00:40:08,280 That's why. OK, now, yeah, I don't know, 750 00:40:08,280 --> 00:40:10,920 guys. I, I swear to God, I don't know. 751 00:40:11,000 --> 00:40:13,000 I'm just saying I woke up this weekend and was worth like 752 00:40:13,000 --> 00:40:15,480 $30,000 and I you're. Laughing, telling me it's some 753 00:40:15,480 --> 00:40:17,560 great AI play. I don't know. 754 00:40:17,720 --> 00:40:19,880 I don't know what it is. I don't know. 755 00:40:20,240 --> 00:40:22,560 I swear to God like. Well, you don't know. 756 00:40:22,560 --> 00:40:24,560 You keep saying you don't know, but they don't say like you're 757 00:40:24,600 --> 00:40:26,720 from amazing AI investor. You have no fucking clue what 758 00:40:26,720 --> 00:40:28,120 you even have. Amazing. 759 00:40:28,200 --> 00:40:30,920 I I don't know, I just know he was the first person to talk 760 00:40:30,920 --> 00:40:33,800 about on my timeline, so I bought it. 761 00:40:34,840 --> 00:40:37,000 And then perhaps. Anyone knows what half of these 762 00:40:37,000 --> 00:40:40,280 coins do? Interesting one this this means 763 00:40:40,280 --> 00:40:41,840 I think someone overlooks the the. 764 00:40:42,120 --> 00:40:44,600 I think it's a few folks like Darren are bringing it back. 765 00:40:44,600 --> 00:40:48,880 It's prime like the the wave Finder demos, I think it was 766 00:40:48,880 --> 00:40:52,360 pretty good prompt tokens coming in Q1. 767 00:40:53,600 --> 00:40:56,480 It's it's actually up to that. It's up about 7% here. 768 00:40:56,880 --> 00:41:00,440 Wow. But it's good. 769 00:41:01,040 --> 00:41:02,920 So how does it work? How do you get prompts? 770 00:41:02,960 --> 00:41:05,600 You just own it Own prime or you have to, you have to like, what 771 00:41:05,600 --> 00:41:09,200 do you have to do with it? Because I understand that 40% of 772 00:41:09,200 --> 00:41:12,000 prompt is going to prime stakers now. 773 00:41:12,000 --> 00:41:14,440 I don't know if there's different amounts for how long 774 00:41:14,440 --> 00:41:16,320 you stake. I think it is, yeah. 775 00:41:16,920 --> 00:41:19,480 I would imagine probably someone who's sticking for three years 776 00:41:19,480 --> 00:41:23,000 should get a higher percentage than someone who's sticking for 777 00:41:23,240 --> 00:41:26,360 a few weeks. As I understand, the parallel 778 00:41:26,360 --> 00:41:29,480 avatar NFTS will have some kind of either bonus or will be able 779 00:41:29,480 --> 00:41:33,440 to earn them via a gameplay. I don't think they get a static 780 00:41:33,440 --> 00:41:37,920 allotment because I actually, I entered a position in Prime this 781 00:41:37,920 --> 00:41:40,680 week and I was actually debating buying Prime versus buying the 782 00:41:40,680 --> 00:41:43,280 parallel avatars. DS, I was chatting with him like 783 00:41:43,280 --> 00:41:45,600 DS went the avatar route. I just went the token route. 784 00:41:47,440 --> 00:41:51,240 But as this gets closer, I mean, the, the folks who are close 785 00:41:51,240 --> 00:41:53,480 who've been following this for a while think this is like a 786 00:41:53,480 --> 00:41:57,960 potential 5 to $10 billion play if, if they can pull off what 787 00:41:57,960 --> 00:42:01,480 the vision is. And in the the frothiness of I 788 00:42:01,480 --> 00:42:03,760 mean, and what we're already seeing in this market, that 789 00:42:03,760 --> 00:42:06,080 seems like something that could be done like one of the teams 790 00:42:06,080 --> 00:42:08,640 who've been here and doing this for several years with 791 00:42:08,640 --> 00:42:12,080 established community base, that seems possible. 792 00:42:12,920 --> 00:42:16,000 So I don't know. It feels like we're probably 793 00:42:16,000 --> 00:42:18,640 going to see a prime run into whenever more details are 794 00:42:18,640 --> 00:42:21,040 announced around when that prompts TGE is coming. 795 00:42:21,400 --> 00:42:24,880 I think the potential risk here, of course, 1 is, is the product 796 00:42:24,880 --> 00:42:27,320 doesn't work, it's not good or it's like already been replaced 797 00:42:27,320 --> 00:42:30,600 or duplicated by existing AI agents we have out there. 798 00:42:31,160 --> 00:42:33,600 And then like the two token thing is still throwing me off a 799 00:42:33,600 --> 00:42:35,720 little bit. So like what happens to Prime 800 00:42:36,720 --> 00:42:38,280 when prompt comes out? So we might have to talk to 801 00:42:38,280 --> 00:42:39,800 someone who's a little bit more of an expert in this. 802 00:42:40,120 --> 00:42:42,400 It's come on the show. They're big enough, right? 803 00:42:43,320 --> 00:42:46,000 Yeah, I think it is quite a separate thing. 804 00:42:46,600 --> 00:42:48,360 Yeah, but. Q1 for Logan. 805 00:42:49,160 --> 00:42:51,040 They need to get that out quick though, in my opinion. 806 00:42:51,520 --> 00:42:53,960 Like, do you know what I mean? Like there's so many other 807 00:42:53,960 --> 00:42:55,960 things that could be out by the time that comes out. 808 00:42:57,080 --> 00:42:58,480 Interesting. Apparently it was written on my 809 00:42:58,480 --> 00:42:59,880 community and it's coming out Q1. 810 00:42:59,880 --> 00:43:02,040 So that's what Logan's reporting on on Twitter. 811 00:43:03,600 --> 00:43:05,680 Yeah, biggest risk is actually them shipping the product, but 812 00:43:05,680 --> 00:43:07,640 that's the biggest risk for every single team in crypto. 813 00:43:07,640 --> 00:43:12,240 And you'll realize that 99% of them don't actually have a 814 00:43:12,240 --> 00:43:13,280 product. But it is a risk. 815 00:43:13,280 --> 00:43:16,000 I mean, another risk is that there's another product out 816 00:43:16,000 --> 00:43:18,200 there that's similar, but. Right. 817 00:43:18,200 --> 00:43:20,920 I'm wondering what happens to all the people that have been 818 00:43:20,920 --> 00:43:23,920 developing these AI products actually for a long time now, 819 00:43:25,800 --> 00:43:29,200 like actual AI researchers and AI people, not crypto people 820 00:43:29,200 --> 00:43:31,880 reskinning as AI and when if they end up coming to the 821 00:43:31,880 --> 00:43:35,280 industry with better products. But do we care about that for 822 00:43:35,280 --> 00:43:36,840 the price of our coins? The answer is probably no. 823 00:43:37,680 --> 00:43:41,360 No, I, I think you have to, I think if you've been billing it 824 00:43:41,360 --> 00:43:44,200 for a long time, you have to come out with a good. 825 00:43:45,120 --> 00:43:49,240 I think there's, there's more of an expectation. 826 00:43:49,240 --> 00:43:51,840 I think for a, a working product. 827 00:43:51,840 --> 00:43:53,640 I don't think you can say you've been working out for years and 828 00:43:53,640 --> 00:43:55,840 then come out with a road map. Yeah. 829 00:43:57,200 --> 00:44:01,040 But I think you're also excited seeing tokens like games open at 830 00:44:01,040 --> 00:44:03,560 50 million in a day, Hyper opening at 250 million. 831 00:44:03,560 --> 00:44:06,400 I think that probably excites. You big fan, big fan it the 832 00:44:06,400 --> 00:44:09,880 money flows back and again, like this is all this conversation 833 00:44:09,880 --> 00:44:12,440 we're having again in the Commission cabin of why I'm so 834 00:44:12,440 --> 00:44:18,400 bullish on far coin. I I just can't not be bullish on 835 00:44:18,400 --> 00:44:21,040 that because it's so much like by the like, even the jokes 836 00:44:21,040 --> 00:44:22,960 we're making about, oh, it's the future of this future that's 837 00:44:22,960 --> 00:44:26,720 like this is far coin. It's like just dumb just I feel 838 00:44:26,720 --> 00:44:29,200 like it's just every problem I feel like just holding into my 839 00:44:29,200 --> 00:44:31,960 position there is I'm going to out trade myself if I were to 840 00:44:31,960 --> 00:44:34,760 flip flop. Weirdly I find that fart coin 841 00:44:34,760 --> 00:44:38,080 doesn't really rally when any of the other coins are rallied. 842 00:44:38,320 --> 00:44:42,320 It normally rallies when all the other coins of like go inside 843 00:44:42,480 --> 00:44:45,560 and then it just goes up like 50% and you're like, oh, OK. 844 00:44:45,760 --> 00:44:47,680 Does its own thing, you know, I mean, like, look like it went to 845 00:44:47,680 --> 00:44:49,280 1.6 that they're on its own, right, Amanda? 846 00:44:49,280 --> 00:44:52,520 Like you're saying, it's been kind of like chilling in the 847 00:44:52,520 --> 00:44:57,080 1:30 spot and then it'll run to 3 billion, a little chill again. 848 00:44:58,400 --> 00:45:01,920 This, this is kind of what my issue is, is that I'm just I've 849 00:45:02,120 --> 00:45:05,520 given up with the one play. I just have so many different 850 00:45:05,520 --> 00:45:06,760 bags now and it's actually working out how. 851 00:45:06,920 --> 00:45:09,800 Do you? I'm so proud of you for finally 852 00:45:09,800 --> 00:45:12,400 letting go and not becoming a community member the rest of 853 00:45:12,400 --> 00:45:13,600 2025. I'm very. 854 00:45:13,640 --> 00:45:16,800 Happy I don't know my goat it's just my other plays of I know. 855 00:45:17,240 --> 00:45:20,840 But yes, I agree that now I'm just going to I'm not just going 856 00:45:20,840 --> 00:45:24,080 to buy memes like before I would have just been like just GOAT 857 00:45:24,080 --> 00:45:26,360 and Falkland. Now it feels like people people 858 00:45:26,360 --> 00:45:28,880 are just going to keep on running like AIC seems feels 859 00:45:28,880 --> 00:45:31,480 like you can go to very high now. 860 00:45:31,560 --> 00:45:33,480 It might be. So Red Beer is calling $2 861 00:45:33,480 --> 00:45:37,080 trillion parallel here on the show since we're going to $100 862 00:45:37,080 --> 00:45:39,040 trillion quickly. I do want to bring something up, 863 00:45:39,480 --> 00:45:41,000 Tyler, because you mentioned it. We got to give credit. 864 00:45:41,000 --> 00:45:44,360 What credit to do Pengu? I mean, this thing only, I mean, 865 00:45:44,520 --> 00:45:46,760 we got to talk about you. We cannot be a morning show 866 00:45:46,760 --> 00:45:48,200 right now and not discuss this. Yeah. 867 00:45:49,520 --> 00:45:54,320 It's three big things happened. So they crossed 600,000 holders. 868 00:45:54,840 --> 00:45:56,520 Price is effectively at all time high. 869 00:45:56,520 --> 00:45:59,920 I I throw out the 1st 2 hours of price action that's like post 870 00:45:59,920 --> 00:46:01,880 air drop like it's it's pretty messy. 871 00:46:01,880 --> 00:46:04,800 Doesn't even matter. It's it's effectively at all 872 00:46:04,800 --> 00:46:08,640 time high and then it entered the top 50 of all crypto tokens. 873 00:46:09,000 --> 00:46:11,000 Yeah, this morning. So I think that's a nice little 874 00:46:11,000 --> 00:46:13,480 bucket to be in. It flipped bonk over the 875 00:46:13,480 --> 00:46:15,400 weekend. So it's the number one Solana 876 00:46:15,400 --> 00:46:19,080 meme. Pokémon headlines is people same 877 00:46:19,080 --> 00:46:22,600 as it could be a Pokémon collab coming. 878 00:46:24,160 --> 00:46:25,840 I think I saw that too. I didn't know if there was much 879 00:46:25,840 --> 00:46:27,640 substance behind that. There is no OK. 880 00:46:28,840 --> 00:46:31,280 People say yeah, Pokémon just having Pokémon pengu. 881 00:46:32,160 --> 00:46:36,400 OK, I don't want like. Lots and lots of speculation. 882 00:46:36,760 --> 00:46:40,400 Swirling I. This is not just him though. 883 00:46:40,400 --> 00:46:42,240 This is like a lot of different people. 884 00:46:42,400 --> 00:46:45,640 I mean, it doesn't help that the guy saying this has an abstract 885 00:46:45,800 --> 00:46:48,400 and it does sound real badge. OK, so he had a badge on. 886 00:46:48,400 --> 00:46:50,000 I was like, fuck Lucas, I'm going to like that one. 887 00:46:51,000 --> 00:46:54,120 I don't know. I mean, I guess that the like 888 00:46:54,160 --> 00:46:58,600 pudgy world, right? Like that's, it's a similar type 889 00:46:58,600 --> 00:47:01,640 of thing. It is all over my timeline I. 890 00:47:01,840 --> 00:47:04,400 Haven't, I haven't dove into this, I got to be. 891 00:47:04,520 --> 00:47:06,080 Honest, I don't know either the clear. 892 00:47:06,080 --> 00:47:07,840 I mean the clear thing happening. 893 00:47:08,040 --> 00:47:11,520 It could be nothing, it could be nothing, but like that's I think 894 00:47:11,520 --> 00:47:13,880 what was sending some bullishness. 895 00:47:14,480 --> 00:47:19,600 I think Penguins buying Bitcoin. Abstract is sometime soon and we 896 00:47:19,600 --> 00:47:23,200 still have no announcements of of how Pingu Pudgy Penguin 897 00:47:23,200 --> 00:47:25,000 holders are going to be tied into that. 898 00:47:26,080 --> 00:47:29,800 So I think if if there's any good news that comes out tied to 899 00:47:29,800 --> 00:47:31,320 that, that's probably going to it's. 900 00:47:31,360 --> 00:47:34,840 Going to listen. All I say is every day is a day 901 00:47:34,840 --> 00:47:38,360 closer to abstract. It is. 902 00:47:39,080 --> 00:47:41,560 That's what I can. Say, I'm seeing more and more 903 00:47:41,560 --> 00:47:44,800 hype on the timeline that that this is an area where admittedly 904 00:47:44,800 --> 00:47:47,640 like with somewhat checked out on vacation, I kind of 905 00:47:47,640 --> 00:47:49,600 prioritized some AI stuff over abstract. 906 00:47:49,600 --> 00:47:53,000 The last few weeks I'm seeing folks grinding for whitelists 907 00:47:54,080 --> 00:47:56,080 like there's already excitement over some of the first 908 00:47:56,080 --> 00:48:00,760 collections to drop. So excitement is is brilliant 909 00:48:01,040 --> 00:48:03,720 here. I think abstract it is a good 910 00:48:03,720 --> 00:48:08,120 setup for abstract right now. Yeah, it definitely is. 911 00:48:08,800 --> 00:48:11,680 And if you abstract is everything Blast wanted to be, 912 00:48:11,680 --> 00:48:13,360 that's. What we were, we've been saying, 913 00:48:13,360 --> 00:48:15,800 right Mandel, like, like all three of us, I feel like we've 914 00:48:15,800 --> 00:48:18,200 been talking about that for a minute. 915 00:48:18,200 --> 00:48:19,720 I mean, there's a reason we picked abstracts, right? 916 00:48:19,720 --> 00:48:22,200 I'm not like, I like to think we're not stupid, right? 917 00:48:22,200 --> 00:48:24,320 So like for us, like for myriad, like we picked abstract over 918 00:48:24,320 --> 00:48:27,320 like a lot of chains and a lot of money on the table for a 919 00:48:27,320 --> 00:48:28,960 reason. And so it's a bet on the team 920 00:48:28,960 --> 00:48:30,920 and the attention they're trying to, they're, they're able to 921 00:48:30,920 --> 00:48:34,160 gather. And I think so far so good. 922 00:48:34,240 --> 00:48:36,600 Of course, you got to wait for tech to actually launch in the 923 00:48:36,600 --> 00:48:38,960 chain, but the streaming access that they're going to have and 924 00:48:39,160 --> 00:48:41,840 the things that Luca and team and Michael Lee, right, the CEO 925 00:48:41,840 --> 00:48:44,840 of Abstract is very talented. Obviously, like you get, you see 926 00:48:44,840 --> 00:48:47,120 a lot of the faces of these brands, but like, also behind 927 00:48:47,120 --> 00:48:48,840 the scenes, like a lot of very talented people, like the frame 928 00:48:48,840 --> 00:48:51,840 team that they acquired, right, with SIGAR and guys like they're 929 00:48:51,840 --> 00:48:53,880 very good on the, on the tech side. 930 00:48:53,880 --> 00:48:56,080 Listen, if you want to place your predictions on, on, on, on, 931 00:48:56,080 --> 00:48:58,680 on, on Pengu, there's, there's four days left to the Pengu 932 00:48:58,680 --> 00:49:00,680 markets and then we're giving away 2 little pudgies on 933 00:49:00,680 --> 00:49:03,400 Marriott. So I'm just saying, you know, 934 00:49:03,400 --> 00:49:06,960 what do you guys think here? Will Pingu have over 650,000 935 00:49:07,560 --> 00:49:09,920 holders by the 10th? Yes, because that's that's 936 00:49:09,920 --> 00:49:13,520 looking like a buy to me here because it's at 10% only. 937 00:49:13,920 --> 00:49:17,280 Oh 12:50 I like that a lot. 12:50 here on Myriad. 938 00:49:17,280 --> 00:49:19,960 For four days. It's at 608,000 this morning so 939 00:49:20,000 --> 00:49:21,960 you need to pick up 42,000 followers. 940 00:49:23,640 --> 00:49:25,440 Yeah. Let's see, they only gained 941 00:49:25,880 --> 00:49:28,120 13,000 last week. Yeah. 942 00:49:28,240 --> 00:49:30,520 So you're gonna, you're gonna need an announcement to come out 943 00:49:30,520 --> 00:49:33,320 then probably. Yeah, you're betting on an 944 00:49:33,320 --> 00:49:35,080 announcement here. And then we have a few other 945 00:49:35,080 --> 00:49:37,200 markets that are pretty fun on there. 946 00:49:37,200 --> 00:49:39,920 But listen, the appetite for crypto apps and for crypto in 947 00:49:39,920 --> 00:49:41,760 general is like up big time, guys. 948 00:49:42,280 --> 00:49:44,560 You'll have to see that we're in a good place. 949 00:49:44,560 --> 00:49:47,120 So Penguin's great. Last thing is I do want to teach 950 00:49:47,160 --> 00:49:50,120 you on some memes, Like can we discuss the fact that SPX at 951 00:49:50,120 --> 00:49:52,320 $1.5 billion right now? Like I didn't realize. 952 00:49:53,000 --> 00:49:57,200 Yeah, that and Giga, they've just, they've just kept on being 953 00:49:57,200 --> 00:50:00,840 super strong, haven't they? Your Ad's revenge. 954 00:50:03,360 --> 00:50:07,200 Well, Giga and. No Giga. 955 00:50:07,280 --> 00:50:09,920 It's funny, like I mean he caught so much Flack and then 956 00:50:09,920 --> 00:50:12,680 also like people were like meme coins are dead. 957 00:50:13,080 --> 00:50:16,040 Like there was a pretty wide chorus that like it's AI agents 958 00:50:16,080 --> 00:50:21,200 now meme coins are dead and here's the the meme coin 959 00:50:21,200 --> 00:50:24,680 ringleader and guess what? His two top chain plays are 960 00:50:24,920 --> 00:50:27,440 pumping. He's winning on all fronts. 961 00:50:27,640 --> 00:50:30,240 I do think I do. I, I perceive very strongly 962 00:50:30,240 --> 00:50:33,400 disagree with narratives. The meme coins are dead, no 963 00:50:33,400 --> 00:50:35,680 matter how well agents do. Because at the end of the day, 964 00:50:35,680 --> 00:50:38,560 when people are tired of the whole agentic stuff and the 965 00:50:38,560 --> 00:50:41,280 complicate complexity of it, they're always going to resort 966 00:50:41,280 --> 00:50:44,200 back to this dog that has a hat on his head, You know what I 967 00:50:44,200 --> 00:50:45,760 mean? Or to the Dogecoin. 968 00:50:45,760 --> 00:50:47,320 Or to the Pepe. Or to the pengu. 969 00:50:47,520 --> 00:50:49,600 Like Pengu, right? But some of the others. 970 00:50:50,280 --> 00:50:51,720 Right. Well, maybe not whiff, right, 971 00:50:51,720 --> 00:50:53,920 But I I'm sorry, like I named it because it was like kind of the 972 00:50:53,920 --> 00:50:55,240 story of the cycle, but like Pengu. 973 00:50:57,040 --> 00:51:01,200 Yeah, but but, but it's very clear that people are degenning 974 00:51:01,200 --> 00:51:03,240 in this. I saw Blog Race sold his whiff, 975 00:51:03,240 --> 00:51:06,160 which was big because he was kind of the whiff guy. 976 00:51:06,160 --> 00:51:08,200 But Congrats on him because he changed his life. 977 00:51:08,200 --> 00:51:10,160 So he tweeted about that. So I thought that was cool. 978 00:51:10,560 --> 00:51:11,960 I felt like that was like the end. 979 00:51:12,400 --> 00:51:16,640 Yeah, it's it's like a sad end. Maybe not, but you know, I'm. 980 00:51:16,880 --> 00:51:19,240 Not running it off, I'm not shorting it, that that's a fact. 981 00:51:19,280 --> 00:51:20,640 I think a couple things we got to talk about. 982 00:51:20,640 --> 00:51:24,000 One, I caught a lot of Flack on this show for saying SBX would 983 00:51:24,000 --> 00:51:24,880 outperform MOG. Get the. 984 00:51:26,160 --> 00:51:33,720 Fuck out of here. Dude, scoreboard. 985 00:51:35,440 --> 00:51:37,200 Tyler's been right a lot actually, over the last few 986 00:51:37,200 --> 00:51:39,440 months. I may lately send him and his 987 00:51:39,440 --> 00:51:41,080 family new passes for Disney World right now. 988 00:51:42,160 --> 00:51:43,800 But you know what? yo-yo, you're right. 989 00:51:44,000 --> 00:51:45,360 You've been right. You've been right a lot. 990 00:51:45,360 --> 00:51:47,160 You know it's true, Mando, he's been right a lot. 991 00:51:47,200 --> 00:51:51,680 He called, he called the whole AI and all these like AISBT and 992 00:51:51,680 --> 00:51:55,040 all these agent shit earlier than most with conviction. 993 00:51:55,040 --> 00:51:56,480 I mean not just like a random call. 994 00:51:56,480 --> 00:52:00,000 Do you do you own SPX? It don't, so I can't take 995 00:52:00,000 --> 00:52:01,440 credit. Wait you literally are the 996 00:52:01,440 --> 00:52:04,720 biggest Murad bull poster in the group chat and you don't own 997 00:52:04,720 --> 00:52:06,680 SPX? Told you I sold all my I sold 998 00:52:06,680 --> 00:52:08,120 all my names. I'm just. 999 00:52:08,880 --> 00:52:10,520 You know, I mean, it's OK, he did well, who cares? 1000 00:52:11,680 --> 00:52:14,960 Sorry to own everything. This is incredible, though. 1001 00:52:15,080 --> 00:52:18,840 Like, this is impressive. Yeah, I like this. 1002 00:52:19,400 --> 00:52:23,040 I like this because during the holidays, out of all places, 1003 00:52:23,040 --> 00:52:25,400 like Christmas time, everybody was shitting on the guy. 1004 00:52:26,000 --> 00:52:28,920 So I love that, like, the holidays are done and this guy's 1005 00:52:28,920 --> 00:52:30,920 back on top and richer than all his haters. 1006 00:52:31,160 --> 00:52:32,320 Like, I personally like this story. 1007 00:52:32,320 --> 00:52:34,720 I don't need to own any Giga or SPX to appreciate that. 1008 00:52:34,720 --> 00:52:37,360 You know what I mean? His wallets are worth over $50 1009 00:52:37,360 --> 00:52:38,520 million. That's the walls that we know 1010 00:52:38,520 --> 00:52:42,640 of, right? So I don't know. 1011 00:52:42,720 --> 00:52:46,760 I I for one, even though I I, I, I don't like when when Tyler 1012 00:52:46,760 --> 00:52:51,920 keeps slandering my mock coin. I for one, can appreciate seeing 1013 00:52:51,920 --> 00:52:56,160 another man win in music thing. Have you seen the swarms thing 1014 00:52:56,160 --> 00:52:59,400 as well? 450 million on swarms and then 1015 00:52:59,880 --> 00:53:02,040 all the AI guys are saying it's it's a scam. 1016 00:53:02,400 --> 00:53:04,040 That's the one Loxy caught, right? 1017 00:53:04,040 --> 00:53:06,840 So Loxy caught that at six, at 600, at six mil. 1018 00:53:06,840 --> 00:53:11,040 Wow 600K and then he sent it at X5 or 6 mil. 1019 00:53:11,040 --> 00:53:12,720 Thanks a lot for telling us 10X later. 1020 00:53:13,160 --> 00:53:16,840 So we faded and then Cali was funding it Mando and then went 1021 00:53:16,840 --> 00:53:20,800 to half a billion. AI, well, well, to be clear, 1022 00:53:20,920 --> 00:53:26,080 sure from AI16Z is funding this. No, it's not working, though I 1023 00:53:26,120 --> 00:53:29,800 know none. It's at $450 million right now. 1024 00:53:31,360 --> 00:53:34,240 Guys. Blip Griffane, this is. 1025 00:53:34,840 --> 00:53:40,520 Going to be a big week, huh? AI agents, man, I can tell you 1026 00:53:40,520 --> 00:53:42,600 this space, it feels like it's it's oh, can we? 1027 00:53:43,000 --> 00:53:45,320 Can we like I actually have to go because I haven't, I haven't 1028 00:53:45,360 --> 00:53:47,560 a really important meeting to run too quickly, but can we just 1029 00:53:47,560 --> 00:53:50,520 mention quickly Wrecked gay, wrecked AI, Sorry. 1030 00:53:51,520 --> 00:53:54,800 Come come, come have a look. We have a virtual pool. 1031 00:53:55,000 --> 00:53:57,880 OSF's been this is OSF, not me, by the way, like I've been 1032 00:53:57,920 --> 00:54:00,240 telling him and he was like, we got to do this. 1033 00:54:00,240 --> 00:54:01,920 We got to do this for for a wrecked guy. 1034 00:54:01,920 --> 00:54:03,280 I. Activated that pretty quick. 1035 00:54:03,280 --> 00:54:06,120 I wasn't, I wasn't expecting it right away, but he he just went 1036 00:54:06,120 --> 00:54:09,560 ahead and did it. Yeah, I think I think you're 1037 00:54:09,560 --> 00:54:11,320 going to see this a lot. Like obviously I've already told 1038 00:54:11,320 --> 00:54:13,440 you I'm looking at it for I'm trying. 1039 00:54:13,520 --> 00:54:15,320 We've already been doing it really for Epic. 1040 00:54:15,320 --> 00:54:19,000 So Epic already has this, but we haven't integrated it with one 1041 00:54:19,000 --> 00:54:21,600 of the bigger platforms. But well, yeah, I even I'm 1042 00:54:21,600 --> 00:54:25,600 looking at this right for Epic in games as an MPC for some of 1043 00:54:25,600 --> 00:54:30,360 these characters and I think it's going to be a big trend 1044 00:54:30,360 --> 00:54:33,000 like IP I'm. Paying my bags, Let's go. 1045 00:54:33,920 --> 00:54:35,200 Oh, I like this. I like that move. 1046 00:54:35,760 --> 00:54:40,760 So what I like what Ovi did here Mendo, is that I was afraid that 1047 00:54:40,760 --> 00:54:45,680 it was going to create a second token, but what Ovi did is he 1048 00:54:45,680 --> 00:54:49,280 tied it to the pool on base. Yeah, exactly. 1049 00:54:49,560 --> 00:54:51,520 Which is why we did the base pool as well to a certain 1050 00:54:51,520 --> 00:54:53,440 extent, so. PvP, right? 1051 00:54:54,320 --> 00:54:55,320 Yeah. So people will be able to look 1052 00:54:55,320 --> 00:54:56,640 at this, and now they'll be like, right, well, this is 1053 00:54:56,640 --> 00:54:59,000 actually one of the highest virtual agents. 1054 00:54:59,160 --> 00:55:05,120 Suddenly this becomes a virtual agent play at 100 and sorry at 1055 00:55:05,200 --> 00:55:10,880 75 million, right or 70 million, which we think will help. 1056 00:55:11,680 --> 00:55:15,240 OK, so that's that's good. So I I love to see that. 1057 00:55:15,240 --> 00:55:17,600 Obviously I don't think I need to disclose this anymore. 1058 00:55:17,600 --> 00:55:20,080 I have a fat ass wreck back. There was a moment two weeks ago 1059 00:55:20,080 --> 00:55:21,520 I had more wrecked than Wintermute. 1060 00:55:23,520 --> 00:55:25,520 Oh really? I don't think Wintermute are 1061 00:55:25,520 --> 00:55:27,600 like our main market maker. I don't know if they are but 1062 00:55:27,600 --> 00:55:32,080 they want 2.55 trillion wrecked and and I know that because I 1063 00:55:32,080 --> 00:55:34,960 had more than them for a hot 2nd and then I was like wait maybe I 1064 00:55:34,960 --> 00:55:39,120 bought a little too much. I checked the chain. 1065 00:55:40,400 --> 00:55:42,160 You get so excited when you're making these moves. 1066 00:55:45,000 --> 00:55:48,560 I ended up my wallet and I was like wait, fuck. 1067 00:55:50,440 --> 00:55:52,720 And I was like, well then I can maybe delegate some of that to 1068 00:55:52,720 --> 00:55:54,240 like Griffane and like arc and shit. 1069 00:55:54,240 --> 00:55:56,160 So I did that. So I'm pretty happy. 1070 00:55:56,720 --> 00:55:59,040 I am actually surprised it's not. 1071 00:56:00,160 --> 00:56:01,160 Yeah. No, we won't talk about that. 1072 00:56:03,120 --> 00:56:05,840 But that hasn't moved more. I thought on this, I was like, 1073 00:56:05,880 --> 00:56:07,360 oh, well, this could actually be like, really? 1074 00:56:07,920 --> 00:56:09,520 It'll pick up. Maybe people haven't heard about 1075 00:56:09,520 --> 00:56:10,520 it. Maybe we need to speak. 1076 00:56:10,760 --> 00:56:11,920 Maybe we need to speak louder about it. 1077 00:56:12,560 --> 00:56:13,800 It'll pick. Up big trend. 1078 00:56:15,000 --> 00:56:17,440 It'll pick up. I mean, I think E here is in 1079 00:56:17,560 --> 00:56:20,720 we're East for a fat E quarter here and look at it already 1080 00:56:20,720 --> 00:56:22,160 breaking. See remember last time on the 1081 00:56:22,160 --> 00:56:24,680 show I was talking to Amanda like that 3500 keeps on like 1082 00:56:24,680 --> 00:56:28,240 failing to break it. We got there in a 3700 right 1083 00:56:28,360 --> 00:56:29,840 here. Another big mark and then? 1084 00:56:30,280 --> 00:56:32,880 Just keeps letting me down man. He just keeps letting me down 1085 00:56:33,000 --> 00:56:36,040 whenever I'm like, oh this is it, it just lets me down again. 1086 00:56:36,400 --> 00:56:38,760 I agree with you, but it's been kind of good to me, man. 1087 00:56:39,120 --> 00:56:42,080 Oh man, just I just feel I'm so much more bullish on Solana 1088 00:56:42,080 --> 00:56:42,760 here. You know me. 1089 00:56:42,760 --> 00:56:45,080 I'm. Thinking I'm with you guys, I'm 1090 00:56:45,080 --> 00:56:48,240 with you guys, I'm with you I I'm just super bullish on far 1091 00:56:48,240 --> 00:56:50,240 coin. What are? 1092 00:56:51,000 --> 00:56:53,080 You doing Tyler? Where's Far Coin going to in the 1093 00:56:53,080 --> 00:56:56,680 next week? My my current mental fart model 1094 00:56:56,680 --> 00:56:59,760 is that we like chop and consolidate through mid January 1095 00:57:00,080 --> 00:57:02,760 then that's the next leg up. Silent but deadly. 1096 00:57:03,840 --> 00:57:11,840 Silent but wealthy anyways, with that we're so childish. 1097 00:57:11,840 --> 00:57:13,760 I love it. I I love this part of the cycle, 1098 00:57:13,760 --> 00:57:14,800 though, like there was for years. 1099 00:57:14,840 --> 00:57:17,440 You know, we're like, oh, the 2021 vibe is so cute and all 1100 00:57:17,440 --> 00:57:20,720 that we miss it like you know, it's there like this is 2025. 1101 00:57:20,720 --> 00:57:23,840 You woke up and you you're in 2021 again. 1102 00:57:23,920 --> 00:57:26,680 You know, just a. Question as well, like do you do 1103 00:57:26,680 --> 00:57:29,560 you like the fact that utility might be coming back or you just 1104 00:57:29,560 --> 00:57:32,200 like deeply distrustful of it all? 1105 00:57:32,600 --> 00:57:36,720 I, I like it a bit because I am building a pretty large utility 1106 00:57:36,760 --> 00:57:39,040 like central centric project myself, right? 1107 00:57:39,040 --> 00:57:40,840 And like at the company like with myriad and everything 1108 00:57:40,840 --> 00:57:42,080 going. So I like the fact that like 1109 00:57:42,080 --> 00:57:44,400 people want to look more into like crypto projects again and 1110 00:57:44,400 --> 00:57:46,880 how they say like AI just can trade like predictions or this 1111 00:57:46,880 --> 00:57:49,440 and that. So in a way yes, but for MIM 1112 00:57:49,440 --> 00:57:51,600 coins, no, I think it's actually useless and it's I think it's 1113 00:57:51,600 --> 00:57:54,480 all mental. It's just, it's just like, what 1114 00:57:54,480 --> 00:57:58,200 is it like brain rot or like just like, you know, word porn 1115 00:57:58,200 --> 00:57:59,960 or whatever, like hustle porn, like it's shit. 1116 00:58:00,680 --> 00:58:03,760 It's not real. Yeah, I I think the jury's still 1117 00:58:03,760 --> 00:58:09,000 out from most people who are like deep in crypto, but I would 1118 00:58:09,000 --> 00:58:10,520 say it's slightly refreshing you. 1119 00:58:10,520 --> 00:58:12,280 Know it is refreshing, we need to not. 1120 00:58:12,280 --> 00:58:21,760 To just be like some random, some random crappy meme that 1121 00:58:21,760 --> 00:58:25,080 we'll have to pump up to like 500 million. 1122 00:58:25,520 --> 00:58:27,960 What's your thought I? I like it. 1123 00:58:28,040 --> 00:58:30,280 I I love it. In fact, like I think it gives 1124 00:58:30,280 --> 00:58:32,520 more credence to to everything, right? 1125 00:58:32,560 --> 00:58:35,400 I'm like, sure, there's some paper where, but there's more 1126 00:58:35,520 --> 00:58:38,480 real people coming in and launching real products. 1127 00:58:38,600 --> 00:58:41,080 And I think that can only be a net, a net positive. 1128 00:58:41,480 --> 00:58:43,440 And if we were just sitting around here talking about which 1129 00:58:44,000 --> 00:58:46,560 meme coin is going up, are we gonna spend the whole year doing 1130 00:58:46,560 --> 00:58:47,800 that? Like, at some point we're like, 1131 00:58:47,800 --> 00:58:49,360 OK, like what? What are what are we doing? 1132 00:58:49,800 --> 00:58:51,320 So it's nice to have something else. 1133 00:58:51,720 --> 00:58:53,840 I think once you get to a certain age with this shit, you 1134 00:58:53,840 --> 00:58:56,000 have an existential crisis about what you've been doing with your 1135 00:58:56,000 --> 00:58:58,520 life. You know what I mean? 1136 00:58:58,600 --> 00:59:02,360 Like you hit 30 and you're like, Jesus fucking Christ. 1137 00:59:02,360 --> 00:59:04,200 Like you speak to people not in the face. 1138 00:59:06,360 --> 00:59:09,480 And now at least you can. You can I like what someone just 1139 00:59:09,480 --> 00:59:11,200 put in the comments. I sleep a little bit better with 1140 00:59:11,200 --> 00:59:14,520 fake utility. Like there's a little bit of non 1141 00:59:14,520 --> 00:59:16,800 lapiness but we all know it's a lap anyway. 1142 00:59:16,800 --> 00:59:18,800 But you can at least tell your your friends what you're 1143 00:59:18,800 --> 00:59:24,000 investing in again. Yeah, so I agree with that. 1144 00:59:24,000 --> 00:59:26,320 Also, like it's time for us to like kill the old utility 1145 00:59:26,320 --> 00:59:28,640 bullshit, like all the top ten ADA type crap. 1146 00:59:28,960 --> 00:59:33,320 XLM. Yeah, all that trash is it's got 1147 00:59:33,320 --> 00:59:36,080 to go, and the only way it's going to go is by being replaced 1148 00:59:36,080 --> 00:59:40,600 by other projects and things that, you know, actually do 1149 00:59:40,600 --> 00:59:42,760 shit. So it is. 1150 00:59:42,760 --> 00:59:44,640 Oh, wow, nice. Trudeau just stepped down 1151 00:59:44,640 --> 00:59:46,880 officially. Wow, it's official. 1152 00:59:46,880 --> 00:59:48,440 I mean, it was going to be official house at this point. 1153 00:59:48,440 --> 00:59:49,080 It was. Coming, right? 1154 00:59:49,080 --> 00:59:51,160 It's been coming for a bit. It's official now. 1155 00:59:51,640 --> 00:59:53,720 Yeah. Fucking go, baby. 1156 00:59:55,440 --> 00:59:57,680 You're going to get, you get the news back, you're going to get 1157 00:59:57,680 --> 00:59:58,920 the news in Canada again, that's. 1158 00:59:59,800 --> 01:00:02,840 The first thing, yeah, right. That's the one thing about 1159 01:00:02,840 --> 01:00:04,640 Canada over the last few years, the fact that you can't even get 1160 01:00:04,640 --> 01:00:07,960 the News Online. Check this out. 51st fucking 1161 01:00:07,960 --> 01:00:09,600 state, baby. Boom. 1162 01:00:10,160 --> 01:00:12,160 You already know the vibes. That was my first tweet this 1163 01:00:12,160 --> 01:00:15,280 morning. My phone's blowing up. 1164 01:00:15,680 --> 01:00:17,640 Let's see what they do, though, because apparently the Liberal 1165 01:00:17,640 --> 01:00:19,760 Party wants to stay in control until October, until the 1166 01:00:19,760 --> 01:00:20,880 elections. And they're pretty. 1167 01:00:21,520 --> 01:00:24,120 They're pretty evil people. They're pretty bad. 1168 01:00:24,240 --> 01:00:28,480 They're mean. I saw the interview with the new 1169 01:00:28,720 --> 01:00:32,680 the the Jordan Peterson did an interview with the the 1170 01:00:32,680 --> 01:00:34,480 opposition leader. I forget his name now. 1171 01:00:36,480 --> 01:00:38,960 He seemed all right. But yeah, yeah, it's good. 1172 01:00:39,040 --> 01:00:42,680 It's OK. He he talks the right language. 1173 01:00:42,920 --> 01:00:45,000 It'll work out anyways with that. 1174 01:00:46,960 --> 01:00:48,680 Wow, this is my this is my Super Bowl. 1175 01:00:48,680 --> 01:00:49,920 I'm going to go to the haves game tonight. 1176 01:00:49,920 --> 01:00:52,440 I don't know, man. I may fucking I don't know. 1177 01:00:52,520 --> 01:00:54,800 It's it's working. It's working all right, guys. 1178 01:00:54,800 --> 01:00:58,400 So wow, this is. Aren't you migrating this year? 1179 01:00:59,320 --> 01:01:01,080 This is the great faroque migration. 1180 01:01:01,320 --> 01:01:04,840 This is the great faroque migration and basically I'm 1181 01:01:04,840 --> 01:01:07,840 going to plan a coup from Portugal and then when time 1182 01:01:07,840 --> 01:01:12,160 comes, I don't want to March into Canada, take over and hand 1183 01:01:12,160 --> 01:01:14,720 it over to, to the to Donald Trump in America. 1184 01:01:15,200 --> 01:01:17,560 Did Portugal ever own Canada? Portugal. 1185 01:01:17,560 --> 01:01:19,840 Canada. Portugal never owns shit bro. 1186 01:01:19,840 --> 01:01:23,040 The furthest all got is Brazil. No, they aren't. 1187 01:01:23,240 --> 01:01:24,760 They aren't quite a lot. Really. 1188 01:01:25,480 --> 01:01:27,600 Yeah, no, we didn't. They didn't own, they didn't own 1189 01:01:27,840 --> 01:01:30,080 Canada, any state. Canada was French and then it 1190 01:01:30,080 --> 01:01:34,240 was in British. So it's it was the Great War in 1191 01:01:34,240 --> 01:01:39,600 Quebec and then the, you know, le pende Braun and then we lost. 1192 01:01:39,840 --> 01:01:46,520 Anyways, we need French anyways, guys, I got, I got a run. 1193 01:01:46,520 --> 01:01:48,280 I got a run. All right, guys, we'll see y'all 1194 01:01:48,280 --> 01:01:50,720 tomorrow morning. Oh yeah, Everyone's tagging you 1195 01:01:50,720 --> 01:01:52,640 in this Trudeau shape. I'm excited. 1196 01:01:53,280 --> 01:01:55,880 Portuguese explorer is believed to have reached what is now 1197 01:01:55,880 --> 01:01:57,440 Labrador. That's where the the the the 1198 01:01:57,480 --> 01:01:59,960 name Labrador comes from a Portuguese explorer. 1199 01:02:00,640 --> 01:02:05,120 What? Yeah, early 16th century. 1200 01:02:05,120 --> 01:02:09,400 In 1500, Portuguese explorer Jiao Fernandez Labrador is 1201 01:02:09,400 --> 01:02:11,440 believed to have reached what is now Labrador, Canada, thus 1202 01:02:11,440 --> 01:02:18,400 lending his name to the region. OK, OK, we'll love to see that 1203 01:02:18,400 --> 01:02:19,880 There are more reasons to go to Portugal. 1204 01:02:20,280 --> 01:02:22,400 More reasons. The only problem right now is 1205 01:02:22,640 --> 01:02:26,240 because if he's he's resigned, the this Canadian dollar may be 1206 01:02:26,240 --> 01:02:29,880 bouncing. You know, I kind of know. 1207 01:02:29,920 --> 01:02:31,040 Oh, it's OK. We're good anyways, guys. 1208 01:02:31,080 --> 01:02:32,600 All right, let's go. We're that we're that. 1209 01:02:32,600 --> 01:02:34,600 We'll see you tomorrow morning, 10:00 AM Eastern Standard Time 1210 01:02:34,600 --> 01:02:36,640 for the episode of Formal on rock radio. 1211 01:02:37,240 --> 01:02:37,520 Let's go.