1 00:00:00,480 --> 00:00:03,160 Good morning. Good morning folks. 2 00:00:03,160 --> 00:00:09,680 GMGM, welcome to another episode of SOMO. 3 00:00:09,840 --> 00:00:15,640 Our today is Wednesday, January 22nd, 2045. 4 00:00:17,080 --> 00:00:21,360 It is a bit of a cold Gray day here in Chicago. 5 00:00:21,360 --> 00:00:24,480 It's been quite like this all winter so long. 6 00:00:24,480 --> 00:00:27,720 But folks, it is not a cold Gray day for crypto. 7 00:00:28,120 --> 00:00:31,480 In fact, quite the opposite. We've got President Trump coming 8 00:00:31,480 --> 00:00:35,560 in, delivering on his campaign promises, endorsing his meme 9 00:00:35,560 --> 00:00:38,200 coin. And today looks like we're set 10 00:00:38,200 --> 00:00:43,320 for a $600 million stimulus here from Jupiter in about 20 11 00:00:43,320 --> 00:00:45,200 minutes. So today, it is a good day. 12 00:00:45,200 --> 00:00:47,680 We're going to break it all down on today's show. 13 00:00:47,960 --> 00:00:50,200 No, for Oak, he is out sick this morning. 14 00:00:50,200 --> 00:00:52,080 But I've got Mando here. You may not know this. 15 00:00:52,360 --> 00:00:55,040 He is the world's most prominent radium influencer. 16 00:00:55,040 --> 00:00:57,840 Mando. I'm the only radium influencer 17 00:00:57,880 --> 00:01:01,800 and I'm now the most prominent. It's been quite the quite the 18 00:01:01,800 --> 00:01:06,000 week for me, having looked at radium around this time last 19 00:01:06,000 --> 00:01:09,640 week and then now look at me on top of the world. 20 00:01:10,560 --> 00:01:14,920 Radium folks, if you missed us, Radium retweeted Mando's pitch 21 00:01:15,600 --> 00:01:18,880 for for Ray in the in the last day or so. 22 00:01:18,920 --> 00:01:23,840 So we got the protocol level. Retweet you, you love to see it. 23 00:01:24,840 --> 00:01:27,200 Radium doing well. By radium, by the way, somebody 24 00:01:27,200 --> 00:01:29,280 came at me yesterday and was like, I hope they don't, I hope 25 00:01:29,280 --> 00:01:31,960 you're not sponsored by them and, and, and you're posting 26 00:01:31,960 --> 00:01:35,040 about this. I was like, it's so ironic that 27 00:01:35,040 --> 00:01:39,080 I put out a thesis driven trade about radium and people are in 28 00:01:39,080 --> 00:01:40,640 my DMS being like, you're a crook. 29 00:01:40,840 --> 00:01:45,160 Whereas if somebody else just tweets out a meme, it's like, or 30 00:01:45,160 --> 00:01:47,600 a paid show for a meme, it's like, oh, that's fair game. 31 00:01:47,600 --> 00:01:50,520 But what, the moment somebody tries to actually be like, OK, 32 00:01:50,520 --> 00:01:52,040 this, this is something interesting to look at. 33 00:01:52,040 --> 00:01:54,200 It's like you, you're getting paid, man. 34 00:01:54,360 --> 00:01:56,760 Somebody's paying you to, to have a brain here. 35 00:01:57,600 --> 00:01:59,320 There's no way. There's no way. 36 00:02:00,240 --> 00:02:03,760 Everyone keeps their pitchforks with within one foot of them at 37 00:02:03,760 --> 00:02:05,800 at all times. If if they're on crypto Twitter 38 00:02:06,440 --> 00:02:11,480 and the second someone talks about a token that that they 39 00:02:11,480 --> 00:02:14,880 don't have a large bag out there ready to jab that pitchfork at 40 00:02:14,880 --> 00:02:17,760 them. Exactly, it's like and radium 41 00:02:17,760 --> 00:02:20,120 like. I don't think anyone's mentioned 42 00:02:20,120 --> 00:02:22,600 radium to me in like 6 months. It's. 43 00:02:24,280 --> 00:02:26,520 Not like this. Yeah, that's not like. 44 00:02:26,600 --> 00:02:30,320 Sponsoring streams or anything, but yeah, pretty funny. 45 00:02:31,120 --> 00:02:35,160 It's the state of the market in January 2025, folks. 46 00:02:35,520 --> 00:02:38,320 What are we talking about today? Crypto majors are green, Seoul 47 00:02:38,320 --> 00:02:41,000 leading the way. We've got Trump delivering on 48 00:02:41,000 --> 00:02:42,720 crypto promises. He's freeing Ross. 49 00:02:42,720 --> 00:02:46,800 We've got the SEC setting up a crypto task force headed up by 50 00:02:46,800 --> 00:02:50,800 Hester Pierce. AI sector folks, we on Monday. 51 00:02:50,800 --> 00:02:54,760 I'll admit I wasn't sure how fast the rebound would be. 52 00:02:54,760 --> 00:02:56,280 It looks like it was quite swift. 53 00:02:56,880 --> 00:03:00,240 AI is back, and then we've got this Jupiter stimulus landing 54 00:03:00,240 --> 00:03:02,600 here live during the show in 20 minutes. 55 00:03:02,600 --> 00:03:05,600 We will probably keep it a tighter show for you here this 56 00:03:05,600 --> 00:03:06,880 morning. We've been doing some lengthy 57 00:03:06,880 --> 00:03:10,080 streams to start the week, but before we dive in, we got to 58 00:03:10,080 --> 00:03:13,600 give a shout out to our partners starting with Galaxis. 59 00:03:13,880 --> 00:03:16,920 Galaxis is a web 3 platform empowering creators and brands 60 00:03:16,920 --> 00:03:20,360 to build unstoppable communities with full ownership and 61 00:03:20,360 --> 00:03:22,800 independence. They are trusted by icons like 62 00:03:22,800 --> 00:03:27,560 Donald Trump, Steve Aoki, Mike Tyson, and the NBA together, the 63 00:03:27,560 --> 00:03:32,760 future of engagement. And also folks, every day we see 64 00:03:32,760 --> 00:03:35,680 people's wallets get drained. Fairsight is about to launch the 65 00:03:35,680 --> 00:03:38,400 fair alternative to insurance for crypto scams. 66 00:03:38,600 --> 00:03:41,120 Check out at fair side network on X. 67 00:03:41,200 --> 00:03:43,640 If you get drained, you won't be wrecked. 68 00:03:43,840 --> 00:03:46,880 All right, we love our partners. Thank you for powering our show 69 00:03:47,000 --> 00:03:49,600 with that Mando. If you're ready, let's get into 70 00:03:49,600 --> 00:03:54,440 it. Let's get into it. 71 00:04:00,560 --> 00:04:04,640 Can you dig it? So guys, yeah, we did have a 72 00:04:04,640 --> 00:04:07,640 slightly better day. It looked like there was. 73 00:04:07,640 --> 00:04:08,920 It's obviously volatile at the moment. 74 00:04:09,680 --> 00:04:13,240 What's very, very clear of the last 24 hours to me at least, is 75 00:04:13,240 --> 00:04:19,680 we are back to expect crazy headlines from Trump, which then 76 00:04:19,680 --> 00:04:24,920 when you read are not so crazy. Like there was like a bombastic 77 00:04:24,920 --> 00:04:26,800 thing about the meme coin. Even yesterday. 78 00:04:26,800 --> 00:04:28,560 It was like he doesn't even know he owns a meme coin. 79 00:04:28,880 --> 00:04:30,880 And then you watch the interview and it got a very, very 80 00:04:30,880 --> 00:04:32,280 different impression about what was said. 81 00:04:32,280 --> 00:04:35,600 So like I and the market is trading on this stuff as well. 82 00:04:35,600 --> 00:04:38,040 Like it's going up, down crazy on whatever he says. 83 00:04:38,040 --> 00:04:43,480 So I think there'll be more of that for the next 4 years. 84 00:04:44,600 --> 00:04:46,840 Probably don't react to the first message. 85 00:04:46,840 --> 00:04:48,960 Maybe, maybe find out what's happened. 86 00:04:50,520 --> 00:04:53,920 I feel like that's going to be an yeah, very much an ongoing 87 00:04:53,920 --> 00:04:56,240 theme. Yeah, full sentence. 88 00:04:56,240 --> 00:04:58,960 See this, this is classic. We're going to see this a lot. 89 00:04:59,840 --> 00:05:02,560 But crypto reacted very well. We didn't get the Bitcoin 90 00:05:02,560 --> 00:05:05,520 Reserve. What we did get was a crypto 91 00:05:05,520 --> 00:05:09,680 task force headed by Hester Pierce, who is kind of the one 92 00:05:10,360 --> 00:05:14,720 dissenting voice for the SEC during Gary Gensler's time. 93 00:05:15,680 --> 00:05:18,240 So that's very, very positive and she's been pushing for this. 94 00:05:18,840 --> 00:05:22,280 I, I think this is good. Like the biggest beneficiary for 95 00:05:22,280 --> 00:05:26,800 this I felt like was things like defy and there's been a lot of 96 00:05:26,800 --> 00:05:30,360 comments from from like people in Travis being like, we're, you 97 00:05:30,360 --> 00:05:33,120 know, Travis is ready to get involved in crypto here. 98 00:05:33,880 --> 00:05:36,560 So you'll and for like traditional finance as well, 99 00:05:36,560 --> 00:05:39,840 just to kind of really benefit from from crypto. 100 00:05:39,840 --> 00:05:43,560 So that's where I think the the crux of this regulation will be 101 00:05:43,560 --> 00:05:44,480 about. I don't think it's something 102 00:05:44,480 --> 00:05:45,640 about your name boys or anything like that. 103 00:05:45,640 --> 00:05:48,240 I think it'll be about right. How can tradvig involved in 104 00:05:48,240 --> 00:05:51,320 crypto? Let's have to find rules for 105 00:05:51,320 --> 00:05:54,960 stable coins. Let's have to find rules for for 106 00:05:55,640 --> 00:06:00,520 different platforms like spot platforms like Uniswap, perp 107 00:06:00,520 --> 00:06:03,200 platforms like hyper liquid. Let's let's lay all that out. 108 00:06:03,480 --> 00:06:07,520 I don't, I think it'll probably be light lighter on the actual 109 00:06:07,520 --> 00:06:09,560 tokens themselves. I don't think they're going to 110 00:06:09,560 --> 00:06:14,240 come out with like this is a security or this is a this is a 111 00:06:14,240 --> 00:06:16,800 commodity sort of stuff. I think they've largely going to 112 00:06:16,800 --> 00:06:20,200 avoid that battle and say that the CFTC is going to be 113 00:06:20,200 --> 00:06:23,120 regulating them like they're all commodities apart from like 114 00:06:23,760 --> 00:06:26,320 obvious, obvious, obvious, maybe securities. 115 00:06:26,320 --> 00:06:27,920 But even though I don't think that's coming, the crux of this, 116 00:06:27,920 --> 00:06:30,520 I think this is just the layout, at least the like guidelines 117 00:06:30,520 --> 00:06:33,440 that you've already seen in places like Europe and and the 118 00:06:33,440 --> 00:06:40,120 UK about mainly the exchanges, the the, the deck style 119 00:06:40,120 --> 00:06:46,760 exchanges to the platforms and and some sort of way for Tradfly 120 00:06:46,760 --> 00:06:51,360 to allow their involvement in, in this space. 121 00:06:51,720 --> 00:06:57,200 So I thought that was very bullish, but very expected at 122 00:06:57,200 --> 00:07:01,200 the same time. And Hester Pierce is 100% the 123 00:07:01,200 --> 00:07:04,280 right person to do this. She's really put herself in a 124 00:07:04,280 --> 00:07:07,800 great, great position. I think with her with her takes 125 00:07:07,800 --> 00:07:13,960 over the last few years very much keep the innovation, don't 126 00:07:14,040 --> 00:07:17,480 heavy-handed like she was very critical of like the SEC coming 127 00:07:17,480 --> 00:07:21,680 down hard on, on NFT projects, for example, like in the early 128 00:07:21,680 --> 00:07:25,560 days and coming down very, very like ones which weren't even 129 00:07:25,600 --> 00:07:29,560 like rugs like. So I think we'll we'll let's see 130 00:07:29,560 --> 00:07:33,440 what happens here. Yeah, I mean, just my thoughts, 131 00:07:33,440 --> 00:07:36,800 just generally this was the the the number one thing I thought 132 00:07:37,080 --> 00:07:40,520 Trump would sign in his first few days and this was the number 133 00:07:40,520 --> 00:07:43,040 one thing I was hoping for was effectively crypto task force. 134 00:07:43,040 --> 00:07:45,720 And this didn't actually come from Trump, but Trump appointed 135 00:07:45,920 --> 00:07:50,400 Mark Aouda who who did this. So I think this was, this is 136 00:07:50,400 --> 00:07:53,400 very positive and it does. It's like you said, I don't 137 00:07:53,400 --> 00:07:56,160 know, I have a lot to add. It paves the way for us to 138 00:07:56,160 --> 00:07:59,800 finally have rules of the game and then everyone can actually 139 00:07:59,800 --> 00:08:03,240 build the businesses and comply and we can move forward and not 140 00:08:03,240 --> 00:08:04,640 just have to worry about lawsuits. 141 00:08:04,640 --> 00:08:07,000 I do think a big part of what they're going to do first is, is 142 00:08:07,000 --> 00:08:09,680 go through and, and take a look at the existing enforcement 143 00:08:09,680 --> 00:08:12,960 actions and see what needs to be paused or perhaps gets thrown 144 00:08:12,960 --> 00:08:14,280 out. And then they're going to build 145 00:08:14,280 --> 00:08:18,360 the framework and then, you know, it's, it's more about that 146 00:08:18,360 --> 00:08:20,880 and building than it is about like looking to see I go, OK, 147 00:08:20,880 --> 00:08:22,200 who do we need to go after right now? 148 00:08:22,720 --> 00:08:26,760 100% I think the big and the big ones there are the exist. 149 00:08:26,760 --> 00:08:31,280 There's several lawsuits against existing exchanges over sales of 150 00:08:31,360 --> 00:08:33,840 unregistered securities. That's against pretty much every 151 00:08:33,840 --> 00:08:37,240 exchange that operates in the US right now has got an SEC lawsuit 152 00:08:37,240 --> 00:08:39,480 against it. I think all of those will go and 153 00:08:39,480 --> 00:08:43,120 that won't be an admission that everything's a commodity. 154 00:08:43,120 --> 00:08:45,440 It'll just be an admission that that's just not a fight that 155 00:08:45,440 --> 00:08:48,680 they want to fight. I think the second thing will be 156 00:08:48,680 --> 00:08:50,840 against the decentralized finance platforms. 157 00:08:51,600 --> 00:08:55,960 Uniswap is the is the main one there where you've seen, you 158 00:08:55,960 --> 00:08:59,200 know, a very, very public laws lawsuit against them for not 159 00:08:59,240 --> 00:09:03,840 registering correctly. That one, I think that one I 160 00:09:03,840 --> 00:09:07,120 think needs regulation. I don't think they're going to 161 00:09:07,120 --> 00:09:12,360 avoid that question. We do need to know what DEX 162 00:09:12,360 --> 00:09:16,160 platforms need to do in the US most probably, and we do need to 163 00:09:16,160 --> 00:09:20,000 know what centralized exchanges platforms need to do in in the 164 00:09:20,080 --> 00:09:21,280 US. So I think what we'll really see 165 00:09:21,280 --> 00:09:24,880 there is like guidance about what you actually have to do or 166 00:09:25,400 --> 00:09:28,440 don't have to do. And I think that's kind of what 167 00:09:28,480 --> 00:09:31,320 they've been asking for ages. All they've got up until now is 168 00:09:31,360 --> 00:09:35,240 asking for that and the SE CS just start a lawsuit against 169 00:09:35,240 --> 00:09:36,720 them. You know. 170 00:09:37,440 --> 00:09:40,080 What I think we will now see is right, We're going to end all 171 00:09:40,080 --> 00:09:41,080 the lawsuits. We're going to give you some 172 00:09:41,080 --> 00:09:43,960 regulation. This is what you got to do, not 173 00:09:43,960 --> 00:09:49,480 make it unbelievably punitive. I think the probably the and 174 00:09:49,480 --> 00:09:51,960 that'll also extend probably to perp platforms. 175 00:09:51,960 --> 00:09:58,160 So the CFTC is clearly like leading that against perps. 176 00:09:59,920 --> 00:10:01,280 We'll see what happens there as well. 177 00:10:01,280 --> 00:10:03,560 Like obviously there's some huge perp platforms which aren't able 178 00:10:03,560 --> 00:10:06,440 to operate currently in the US Every perp platform has avoided 179 00:10:06,480 --> 00:10:11,240 the US. So maybe maybe that changes, 180 00:10:11,600 --> 00:10:13,920 perhaps I feel like maybe something they leave until 181 00:10:13,920 --> 00:10:17,320 later, like it's not like they're not desperate to get 182 00:10:17,320 --> 00:10:21,880 people levered trading crypto at this stage, but simple spot 183 00:10:22,280 --> 00:10:25,800 onboarding ramps as well and allowing Travy to access this, 184 00:10:25,800 --> 00:10:28,920 this sort of products, I think is where we'll see and and 185 00:10:28,920 --> 00:10:31,360 probably a stable coins as well. Like there was some comments 186 00:10:31,360 --> 00:10:35,800 yesterday about what would generally be expected they think 187 00:10:35,800 --> 00:10:38,000 from AUS stable coin going forward, which is the same as 188 00:10:38,000 --> 00:10:41,480 what we've had in Europe, right, is that they'd have to hold one 189 00:10:41,480 --> 00:10:44,040 for one U.S. Treasuries or cash. 190 00:10:45,480 --> 00:10:47,280 They'd have to comply with an audit. 191 00:10:48,440 --> 00:10:52,520 And there was some talk that Tether might not pass either of 192 00:10:52,520 --> 00:10:55,160 these, right, Like Tether actually is, if you're going to 193 00:10:55,160 --> 00:10:59,360 the numbers, even their unaudited numbers, they hold a 194 00:10:59,360 --> 00:11:01,560 range of assets, including things like Bitcoin, although 195 00:11:01,560 --> 00:11:04,760 the vast majority of it is, is treasuries, but they own like 196 00:11:04,760 --> 00:11:06,240 commercial paper and a few other things. 197 00:11:07,240 --> 00:11:12,600 And they also haven't, haven't done like AUS based external 198 00:11:12,600 --> 00:11:15,040 audit before. They they do audit, but I think 199 00:11:15,040 --> 00:11:17,360 it's only by a local auditor in in the Caribbean. 200 00:11:19,080 --> 00:11:21,640 So there were some questions about whether Tether would have 201 00:11:21,640 --> 00:11:24,480 to be delisted yesterday and and Brian Armstrong came out and 202 00:11:24,480 --> 00:11:25,960 said, yeah, we might have to delist Tether. 203 00:11:25,960 --> 00:11:29,840 So and we've seen that just in Europe just now like Tethers 204 00:11:31,160 --> 00:11:34,480 largely being excluded from a lot of European based exchanges 205 00:11:34,480 --> 00:11:38,680 at the moment because it didn't comply with the Mika regulation 206 00:11:38,680 --> 00:11:42,800 where a circle the USTC did. So I think there will be 207 00:11:42,800 --> 00:11:45,520 regulation that probably champions circle here, at least 208 00:11:45,520 --> 00:11:48,120 in the US whether Tether minds about that. 209 00:11:48,120 --> 00:11:51,440 Tether is now setting itself up to be like it's trying to become 210 00:11:51,440 --> 00:11:56,400 more compliant, but it's also with the other hand, basically 211 00:11:56,400 --> 00:12:02,720 the rails of the anti SWIFT, anti sanctions countries like 212 00:12:02,720 --> 00:12:04,680 you've seen Russia largely move into it. 213 00:12:04,680 --> 00:12:10,240 So maybe Tether just says we don't give a shit and becomes 214 00:12:10,320 --> 00:12:14,360 offshore dollars basically for everyone else. 215 00:12:14,840 --> 00:12:16,480 It that's probably probably where we're going. 216 00:12:16,480 --> 00:12:20,960 But Tether we could be seeing a an interesting and interesting 217 00:12:20,960 --> 00:12:22,960 move here. Someone said Paulo can combat 218 00:12:22,960 --> 00:12:25,080 Europe. Yeah, look, Tether just moved to 219 00:12:25,080 --> 00:12:27,920 El Salvador as their HQ. Paulo, I think a lot of them are 220 00:12:27,920 --> 00:12:31,520 based in Italy, including Paulo who kind of runs it. 221 00:12:32,400 --> 00:12:37,600 But what other people have done generally and you, you see this 222 00:12:37,600 --> 00:12:42,160 a lot in crypto is a foreign exchange will buy a local 223 00:12:42,160 --> 00:12:46,480 operator with a license and then have like a smaller operation in 224 00:12:46,640 --> 00:12:49,480 that country. So in Europe, for example, what 225 00:12:49,480 --> 00:12:53,320 you're seeing right now, the reason why FTX Europe is up for 226 00:12:53,320 --> 00:12:56,600 sale right now is because it actually has one of the very few 227 00:12:56,600 --> 00:13:00,800 perp licenses in Europe. So somebody can come in and buy 228 00:13:00,800 --> 00:13:03,760 a license based company and then set up an NC in Europe. 229 00:13:04,080 --> 00:13:06,440 And you'll probably see that. So like if Taylor's going to 230 00:13:06,680 --> 00:13:11,320 going to operate in Europe and in the US, they'll buy some sort 231 00:13:11,320 --> 00:13:15,440 of local operator and have that as a subsidiary of the company. 232 00:13:16,520 --> 00:13:20,160 And that's yeah, that's very, very standard. 233 00:13:20,480 --> 00:13:23,640 Paula lives in Switzerland. I thought he lived in like the 234 00:13:23,640 --> 00:13:27,200 bit where Switzerland meets Italy. 235 00:13:27,560 --> 00:13:31,680 I thought he lived in or maybe Lugano, but maybe that is that 236 00:13:31,680 --> 00:13:34,320 is Switzerland. It's yeah, it's around the area. 237 00:13:35,800 --> 00:13:37,240 Probably one of the richest spending crypto. 238 00:13:38,400 --> 00:13:44,000 Yeah, there we go. OK, so the market seem to like 239 00:13:44,000 --> 00:13:46,640 it. It's not going crazy like a 240 00:13:46,720 --> 00:13:51,040 Bitcoin. Bitcoin reserve seems like the 241 00:13:51,040 --> 00:13:53,400 reserve. I don't know if we'll hear any 242 00:13:53,400 --> 00:13:56,040 more crypto policy today from from the US. 243 00:13:56,920 --> 00:13:58,640 What do you think, Tyler? Do you think we're going to get 244 00:13:58,640 --> 00:14:02,840 some more executive orders? I'd be surprised probably at 245 00:14:02,840 --> 00:14:06,960 this point if there's an order perhaps around setting up David 246 00:14:06,960 --> 00:14:10,200 Sacks is like the Cryptosar. I guess I could see that coming 247 00:14:11,040 --> 00:14:12,320 this week. I don't know if that really 248 00:14:12,320 --> 00:14:18,480 requires an order or not. I'm the only real low hanging 249 00:14:18,480 --> 00:14:19,560 fruit one out there. I guess. 250 00:14:19,560 --> 00:14:23,560 Like the repeal of SAB 121. I don't know if that's something 251 00:14:23,560 --> 00:14:27,160 that's like a week one thing and then there's strategic reserve, 252 00:14:27,160 --> 00:14:31,080 but my, my gut read is the chatter on the reserve happening 253 00:14:31,080 --> 00:14:36,320 this week has slowed down. I don't think it's coming this 254 00:14:36,320 --> 00:14:37,960 week anymore. And I thought perhaps it would. 255 00:14:38,080 --> 00:14:42,040 I, I really did think that that it was very possible just a few 256 00:14:42,040 --> 00:14:44,840 days ago, just from the way Sailor was talking, from the way 257 00:14:44,840 --> 00:14:48,760 Loomis was talking, some of the announcements that was that were 258 00:14:48,760 --> 00:14:53,880 being teased. But I feel like we would if, if 259 00:14:53,880 --> 00:14:56,000 that was the bond they were going to drop for crypto, I 260 00:14:56,000 --> 00:14:58,560 think they would have, they would have done it at this 261 00:14:58,560 --> 00:15:00,480 point. Can we bring up on Poly market? 262 00:15:00,800 --> 00:15:03,000 Yeah, I think I've got. Yeah. 263 00:15:03,320 --> 00:15:06,320 So in 2025, the odds are still 60%. 264 00:15:07,280 --> 00:15:09,480 Is it have it first 100 days still? 265 00:15:09,960 --> 00:15:15,800 The first 100 days, let's see, yeah, that's down to 34%. 266 00:15:15,800 --> 00:15:18,240 So that's dropped about. Wow, that's down a lot. 267 00:15:18,800 --> 00:15:23,280 It's dropped about 20%, yeah. It seems about right there, if 268 00:15:23,280 --> 00:15:24,480 I'm honest. I think if they were going to do 269 00:15:24,480 --> 00:15:25,760 it, they would do it straight away. 270 00:15:26,360 --> 00:15:30,760 Now, I don't know when that happens if it's not going to be 271 00:15:30,760 --> 00:15:33,280 straight away because it feels like quite a big policy. 272 00:15:33,280 --> 00:15:40,720 But maybe like very maybe on the back of the regulation they they 273 00:15:40,720 --> 00:15:43,880 decide to like have them together. 274 00:15:44,160 --> 00:15:46,840 Maybe the maybe they didn't think it was the US is ready for 275 00:15:46,840 --> 00:15:48,040 it, but that's something to be aware of. 276 00:15:48,040 --> 00:15:52,440 Like that, that chart had looked like the Bitcoin chart before 277 00:15:52,600 --> 00:15:58,040 today and that's down 50%. So I wouldn't be surprised if, 278 00:15:58,040 --> 00:16:02,680 if, if like I wouldn't be surprised if we saw like a 279 00:16:02,680 --> 00:16:05,240 little bit of, of softening in, in Bitcoin. 280 00:16:05,280 --> 00:16:07,040 We've kind of seen that. We've seen a bit of Bitcoin 281 00:16:07,040 --> 00:16:08,880 dominance come down. Solana's taken come to the 282 00:16:08,880 --> 00:16:13,040 forefront again. Solana just looks so bullish to 283 00:16:13,040 --> 00:16:15,680 me here with what just happened with Trump. 284 00:16:17,320 --> 00:16:24,200 So that's up on the day, a little bit up on the day, but I 285 00:16:24,240 --> 00:16:28,760 I get back towards all time high again to 300 now Ariel 290. 286 00:16:29,960 --> 00:16:32,000 This move surprised. This move surprised me the most 287 00:16:32,000 --> 00:16:34,800 in the last day, I'd say. So everything was kind of 288 00:16:35,000 --> 00:16:38,040 cooling off, chopping a bit like bitcoins kind of ranging right 289 00:16:38,040 --> 00:16:43,880 now, one O 3 to one O 7. ETH is a stable coin that could 290 00:16:43,880 --> 00:16:45,760 fall off a Cliff at any time I guess. 291 00:16:47,360 --> 00:16:52,520 And then sole the leader. It's up 7% on the day, but back 292 00:16:52,520 --> 00:16:58,640 up at 2:56. And I mean it it it overshot to 293 00:16:58,640 --> 00:17:04,720 290 corrected. But it feels like every day of 294 00:17:04,720 --> 00:17:07,440 the Trump token. Well, Trump trade is a part of 295 00:17:07,440 --> 00:17:10,000 this, right? Like it just added 40 billion 296 00:17:10,000 --> 00:17:14,160 FTV to the slot of network. And I think there was a lot of 297 00:17:14,160 --> 00:17:16,240 questions on it if it was going to stick around or not. 298 00:17:17,200 --> 00:17:20,440 Seems like we, we got some good news on that front. 299 00:17:20,440 --> 00:17:21,640 Yes. Or maybe we, we talked about 300 00:17:21,640 --> 00:17:25,240 that. So you kind of went there 301 00:17:25,680 --> 00:17:28,240 already in your intro, Amanda, but I feel like we got to talk 302 00:17:28,240 --> 00:17:32,320 about it a little bit more. So Trump was was speaking at the 303 00:17:32,440 --> 00:17:35,560 AI event yesterday and it was, it was largely he had just 304 00:17:35,560 --> 00:17:38,760 announced this project Stargate, $500 billion going to be 305 00:17:38,760 --> 00:17:41,800 invested from the private sector into building AI in the United 306 00:17:41,800 --> 00:17:43,960 States. And then he was, he was taking 307 00:17:43,960 --> 00:17:50,560 questions and DB210K tweets Trump on his meme coin. 308 00:17:50,560 --> 00:17:56,000 I don't know much about it. And let's let's let's go to the 309 00:17:56,000 --> 00:18:02,640 chart here. So as that happens, we see Trump 310 00:18:02,640 --> 00:18:06,320 immediately go from 48 all the way down to 32. 311 00:18:07,000 --> 00:18:09,880 So it's all of 30. It wiped out anyone who was 312 00:18:09,880 --> 00:18:11,800 long. So what happened right before 313 00:18:11,800 --> 00:18:15,440 this was important. The Coinbase officially got 314 00:18:15,440 --> 00:18:17,280 Trump live. Trump was at 40. 315 00:18:17,280 --> 00:18:20,520 It marched up to 48. So and I think people start 316 00:18:20,520 --> 00:18:24,360 putting longs in around 40 and then they all got wiped out on 317 00:18:24,360 --> 00:18:26,200 this tweet. But then if you actually watch 318 00:18:26,200 --> 00:18:31,880 the video, what he actually said was was quite different. 319 00:18:31,880 --> 00:18:34,400 And I don't know if I've got the the actual. 320 00:18:34,480 --> 00:18:38,080 Is it hilarious? Like I forgot having he listened 321 00:18:38,080 --> 00:18:40,400 to him, He's a bit of a comedian, right? 322 00:18:40,400 --> 00:18:42,880 Even if you don't have a view like you don't like him, he is. 323 00:18:43,120 --> 00:18:46,000 He is a funny person objectively. 324 00:18:46,600 --> 00:18:49,960 Yes, it is a hilarious club. I'm going to try to find it 325 00:18:50,360 --> 00:18:51,680 just. Yeah. 326 00:18:52,160 --> 00:18:55,160 But my, I guess my view is if you own that Trump coin, expect 327 00:18:55,160 --> 00:18:57,680 a lot of that. Expect a lot of that sort of 328 00:18:57,680 --> 00:19:01,280 stuff where it will trade around on his headlines. 329 00:19:01,280 --> 00:19:06,320 And it might not be what you first thought, but I, if I lay 330 00:19:06,320 --> 00:19:09,960 out the like the majors right now and I would include XRP in 331 00:19:09,960 --> 00:19:16,120 that, I think that there is still a potential if you're not 332 00:19:16,120 --> 00:19:18,560 going to get a Bitcoin reserve that you will get some sort of 333 00:19:18,560 --> 00:19:23,400 policy on America first crypto. And I think that could easily 334 00:19:23,400 --> 00:19:25,360 come in the in the next couple of weeks. 335 00:19:25,400 --> 00:19:28,520 Like that's, that seems like a lower piece of hanging fruit 336 00:19:28,520 --> 00:19:32,000 than the Bitcoin reserve. So it's something that presents 337 00:19:32,000 --> 00:19:37,480 a pretty bullish case for like Seoul and XRP ETH. 338 00:19:38,560 --> 00:19:41,520 There was a lot of religious around world legacy financial. 339 00:19:42,400 --> 00:19:44,320 In the end, they just kind of bought some ease. 340 00:19:44,760 --> 00:19:47,200 I don't even know if that was like, I think people like 341 00:19:47,200 --> 00:19:50,560 they're going to save D5 tomorrow and you know, bought 342 00:19:50,560 --> 00:19:54,680 some ease alongside a bunch of other projects. 343 00:19:54,680 --> 00:19:57,200 And I think there's obviously a bit of a, if you're not 344 00:19:57,200 --> 00:19:59,120 following, there's a bit of a power struggle going on right 345 00:19:59,120 --> 00:20:04,520 now on Ease metallics, wearing Milady and saying I have all the 346 00:20:04,520 --> 00:20:08,120 power essentially. Some of the Etherium Chord devs 347 00:20:08,240 --> 00:20:13,360 have kind of left and yeah, he's basically trying to take 348 00:20:13,360 --> 00:20:16,160 ownership of it a bit more, trying to be a bit more 349 00:20:16,160 --> 00:20:17,720 aggressive around certain things. 350 00:20:18,880 --> 00:20:22,640 Justin saw that she put out a piece today about Ether 10K, 351 00:20:23,040 --> 00:20:25,800 which I wrote initially was good, and then all the comments 352 00:20:25,800 --> 00:20:28,960 were this is AI ChatGPT. Wrote this and I read it again. 353 00:20:28,960 --> 00:20:32,080 I was like, wow, this is actually 100% ChatGPT. 354 00:20:34,640 --> 00:20:37,160 But yeah, Ethereum's going through it's, it's like moment. 355 00:20:37,720 --> 00:20:39,680 And then Bitcoin. I think most people who own 356 00:20:39,680 --> 00:20:42,720 Bitcoin, at least short term, we're hoping for some sort of 357 00:20:42,720 --> 00:20:45,120 Bitcoin reserve. There's no doubt in my mind. 358 00:20:46,320 --> 00:20:48,680 And if that's that chances just dropped 30%. 359 00:20:48,680 --> 00:20:52,760 Like I'm not, I'm not saying that it's go Bitcoin to zero. 360 00:20:53,080 --> 00:20:55,280 I'm just saying that like Bitcoin could probably just go 361 00:20:55,280 --> 00:20:58,560 sideways here for a little bit or go or like head back towards 362 00:20:58,560 --> 00:21:04,200 100K. There's no one like, I think up 363 00:21:04,200 --> 00:21:07,040 until a week ago, everyone was like, oh, Bitcoin Reserve or, 364 00:21:07,200 --> 00:21:08,840 or, sorry, 2 days ago. But now if that's not going to 365 00:21:08,840 --> 00:21:12,720 happen, if Bitcoin drops, you're kind of hoping like, Oh well, 366 00:21:13,880 --> 00:21:17,880 it's back to somebody's going to buy it or like the ECF will come 367 00:21:17,880 --> 00:21:21,640 in and buy it, which it will. But I feel as though there's a 368 00:21:21,640 --> 00:21:25,760 more bullish case right here for Solana in XRP out of those four. 369 00:21:26,120 --> 00:21:29,600 And XRP is purely just the meme of XRP rather than actually like 370 00:21:29,600 --> 00:21:32,200 anything going on. So I think Solana can continue 371 00:21:32,200 --> 00:21:34,240 to outperform. I think Solana can can like 372 00:21:34,240 --> 00:21:37,680 double here. Double against Bitcoin. 373 00:21:39,680 --> 00:21:42,640 I wouldn't say double against Bitcoin, but I would say that it 374 00:21:42,640 --> 00:21:46,240 can, it can really outperform. It's gone through. 375 00:21:46,240 --> 00:21:48,320 Remember, it's gone through months of underperformance and 376 00:21:48,320 --> 00:21:50,520 then it corrected that in two days. 377 00:21:51,200 --> 00:21:54,280 And now I don't think that that it's over. 378 00:21:54,760 --> 00:21:58,320 You know, like where where was so Solana before the Trump coin 379 00:21:58,320 --> 00:22:02,600 was trading at 195 or maybe slightly higher? 380 00:22:02,600 --> 00:22:07,320 Yeah, that sounds right. Trying to get this whole Bitcoin 381 00:22:07,320 --> 00:22:11,240 turned up while while we talk. Yeah, like. 382 00:22:11,640 --> 00:22:14,560 It's a big move. But it's not moved that much, 383 00:22:14,560 --> 00:22:16,680 right? Well, it's basically what I'm 384 00:22:16,680 --> 00:22:18,560 trying to say is it's up like 20%. 385 00:22:19,240 --> 00:22:21,840 It's not it's about like 60% here. 386 00:22:21,840 --> 00:22:25,800 It's up like 2030%. I think it could be up a lot 387 00:22:25,800 --> 00:22:31,040 more than that, a lot lot more than that just because you're 388 00:22:31,040 --> 00:22:35,320 going to you have the potential chance for USUS first crypto. 389 00:22:35,320 --> 00:22:39,600 Let's say you have now Trump, which I think is a bull case of 390 00:22:39,600 --> 00:22:43,360 Slan in of it of itself and also other stuff happening on the 391 00:22:43,360 --> 00:22:45,160 back of that. Like who knows? 392 00:22:45,160 --> 00:22:46,720 We didn't know Trump was coming last week. 393 00:22:47,200 --> 00:22:49,720 There could be a ton of other stuff now coming to Solana and 394 00:22:51,040 --> 00:22:53,800 the fact that it was already being beaten up because of these 395 00:22:53,800 --> 00:22:57,880 unlocks, which we're about to see kind of the first of and 396 00:22:57,880 --> 00:23:01,320 will be done in the next 60 days. 397 00:23:02,640 --> 00:23:03,800 And I think these are bullish unlocks. 398 00:23:03,840 --> 00:23:07,200 So yeah, I'm I'm I'm very bullish on Solana here. 399 00:23:07,280 --> 00:23:10,080 I continue to be. I actually think I still think 400 00:23:10,080 --> 00:23:13,840 it looks undervalued. I tend to agree. 401 00:23:14,200 --> 00:23:16,560 We we got the Trump token on Solana now and I don't know if 402 00:23:16,560 --> 00:23:22,240 folks have been following this, but like Solana is just insanely 403 00:23:22,240 --> 00:23:25,200 liquid right now. And like this is fall out from 404 00:23:25,200 --> 00:23:27,280 the Trump coin and everyone coming on chain. 405 00:23:27,280 --> 00:23:30,680 And, and perhaps it's, it starts to, you know, roller coaster 406 00:23:30,680 --> 00:23:32,400 loops down a little bit in the near term. 407 00:23:32,680 --> 00:23:35,480 But any like 2 new tokens yesterday, like 2 new meme 408 00:23:35,480 --> 00:23:38,960 coins, they came out and did $150 million in volume. 409 00:23:38,960 --> 00:23:41,720 So like this, this Hart Sparkle mermaid and then the Stargate 410 00:23:41,720 --> 00:23:44,240 token just named after the name of the project. 411 00:23:44,800 --> 00:23:48,320 They both do over $150 million in volume. 412 00:23:48,720 --> 00:23:53,400 And today there's $600 million coming from Jupiter with, with 413 00:23:53,400 --> 00:23:56,080 the Jupiter AirDrop. And that why the hell that's 414 00:23:56,080 --> 00:24:00,720 that's going live right now. So I guess let's let's check in 415 00:24:00,720 --> 00:24:05,280 on on the Jupiter price while we while we wait here. 416 00:24:05,800 --> 00:24:11,800 I'm at 700 million tokens. Looks like it's down about four 417 00:24:11,800 --> 00:24:15,680 cents or so from where it was this morning, folks, likely I 418 00:24:15,680 --> 00:24:17,720 think we're going to see a lot of cell pressure here today. 419 00:24:17,720 --> 00:24:20,960 I am kind of curious where Jupiter settles here just 420 00:24:20,960 --> 00:24:23,960 because you know, you just laid out the Solana bull case. 421 00:24:24,200 --> 00:24:25,600 You're bullish on Solana going up. 422 00:24:26,240 --> 00:24:29,760 You're like Jupiter is going in my head, like Jupiter is going 423 00:24:29,760 --> 00:24:32,440 to be one of the beneficiaries of a Solana run, right? 424 00:24:33,440 --> 00:24:35,240 I was actually thinking about should I is it better not to 425 00:24:35,240 --> 00:24:37,800 sell the AirDrop and actually hold if you think Salon is going 426 00:24:37,800 --> 00:24:43,800 to run here? So like separating what I 427 00:24:43,800 --> 00:24:45,880 thought about the Ray trade here, right? 428 00:24:45,880 --> 00:24:49,640 I'm very bullish on Salana Casino for the next couple of 429 00:24:49,640 --> 00:24:51,880 months. Like Salana, huge volumes going 430 00:24:51,880 --> 00:24:54,640 through decks, volumes being beaten every single day, Trump 431 00:24:54,840 --> 00:24:59,080 potentially going up to 100 billion plus FTV that making 432 00:24:59,080 --> 00:25:02,280 Salana look ridiculous, all this sort of stuff. 433 00:25:02,960 --> 00:25:06,120 And then that going higher means more people come in and be like, 434 00:25:06,120 --> 00:25:10,280 wow, like Trump just made 50 billion on this on this coin. 435 00:25:10,280 --> 00:25:12,200 Like let's do some stuff in Solana. 436 00:25:15,160 --> 00:25:18,680 Jupiter, weirdly, if you like zoom out here, hasn't really 437 00:25:18,680 --> 00:25:22,320 participated in in. It's been a very stable ish 438 00:25:22,320 --> 00:25:24,880 coin. If you kind of look at over the 439 00:25:24,880 --> 00:25:26,080 last. Oh wow. 440 00:25:27,040 --> 00:25:31,760 Yeah, like there's not many coins a lot like that in in 441 00:25:31,760 --> 00:25:34,960 crypto. Like it's it's up and down like 442 00:25:34,960 --> 00:25:37,240 2030%. It's better when you moved. 443 00:25:38,280 --> 00:25:40,480 It doesn't have the flywheel Jupiter. 444 00:25:41,400 --> 00:25:45,200 So what it is is a launchpad coin. 445 00:25:45,520 --> 00:25:49,720 So if you own Duke and you stick Duke, you get access to new air 446 00:25:49,720 --> 00:25:53,320 drops and they they are often doing some pretty good air drops 447 00:25:53,880 --> 00:25:57,480 through that, particularly a few months ago, but less so 448 00:25:57,480 --> 00:25:58,640 recently. But like they've, they've 449 00:25:58,640 --> 00:26:01,920 generally had some good ones. So it's more like owning Binance 450 00:26:01,920 --> 00:26:05,640 Launchpad like you and B&B because you get you get new 451 00:26:05,640 --> 00:26:09,200 Binance, Binance coins. It's similar for Jupiter in that 452 00:26:09,200 --> 00:26:14,960 sense, but it doesn't have the flywheel because it's they don't 453 00:26:14,960 --> 00:26:19,160 charge for spot fees and the perp fees. 75% of them go to 454 00:26:19,160 --> 00:26:20,480 JLPI. Was trying to find out today 455 00:26:20,480 --> 00:26:23,440 where the other 25% go to. They may just go to the team. 456 00:26:23,600 --> 00:26:26,160 I don't I don't think they go to the Jupiter coin. 457 00:26:26,760 --> 00:26:31,240 Jupiter now is a is a Dow token. It's a classic defy Dow 458 00:26:31,240 --> 00:26:33,920 governance coin. Maybe they need to change it so 459 00:26:33,920 --> 00:26:37,400 they get a bit more flywheel. I'd love to I'd love to see that 460 00:26:37,400 --> 00:26:39,800 for Duke. Like I think Jupiter volumes 461 00:26:39,800 --> 00:26:42,320 will go crazy. Do I think the Duke token goes 462 00:26:42,320 --> 00:26:46,200 high with it? It that's more like a maybe in 463 00:26:46,200 --> 00:26:47,640 the future they're going to do something that creates a 464 00:26:47,640 --> 00:26:50,760 flywheel for me. And that the tokens largely 465 00:26:50,760 --> 00:26:55,520 reflected that, like for a token which it came out really this 466 00:26:55,520 --> 00:26:59,760 time last year, right? And Solana D5 volumes are up 467 00:27:00,120 --> 00:27:04,960 insane amounts in that time frame, OK, insane amounts. 468 00:27:04,960 --> 00:27:09,080 And this coin has gone sideways that like compare that to Ray 469 00:27:09,080 --> 00:27:10,920 for example, which is the flywheel coin. 470 00:27:11,080 --> 00:27:15,040 If you bring up Ray over the last year does have just a 471 00:27:15,040 --> 00:27:18,240 flywheel going, I think you're going to see a very different 472 00:27:18,240 --> 00:27:22,360 sort of yearly chart. Wow, this is what you would 473 00:27:22,360 --> 00:27:26,480 expect with the Solana protocol. Like for me, like not with, with 474 00:27:26,520 --> 00:27:29,000 knowing nothing else and just knowing the trajectory that 475 00:27:29,000 --> 00:27:34,040 Solana has been on over the last year, like this is what I would 476 00:27:34,040 --> 00:27:37,400 expect. So I was trading at one and now 477 00:27:37,400 --> 00:27:41,400 it's trading at at 8:00 and that that actually still feels 478 00:27:41,400 --> 00:27:44,360 undervalued versus how much Solana Defy is up. 479 00:27:44,360 --> 00:27:46,160 And I think Solana Defy is going to keep on going up. 480 00:27:46,160 --> 00:27:48,720 So what that tells me is that Jupiter isn't really got the 481 00:27:48,720 --> 00:27:51,200 flywheel, right. There's some other coins in 482 00:27:51,200 --> 00:27:53,200 Solana Defy, but none of them have got the flywheel. 483 00:27:53,200 --> 00:27:57,040 This is like I like I looked at them all Orca, there's Camino, 484 00:27:57,320 --> 00:28:00,880 there's which is I think it's a great platform. 485 00:28:00,880 --> 00:28:06,440 I used Camino every day but it doesn't have the buyback 486 00:28:07,120 --> 00:28:11,360 flywheel going as largely most D5 coins don't right? 487 00:28:11,360 --> 00:28:14,600 Like D5 got criticized for not moving like this. 488 00:28:16,200 --> 00:28:19,160 If they decide to do something like that, which hopefully they 489 00:28:19,160 --> 00:28:22,640 will this year, a bunch of them, then a lot of them could re rate 490 00:28:22,640 --> 00:28:27,920 a lot higher. And I mean, you didn't even 491 00:28:27,920 --> 00:28:29,680 mention that Anson's behind radium now. 492 00:28:29,840 --> 00:28:32,440 So radium could be on the sphere in in Vegas. 493 00:28:32,920 --> 00:28:36,600 So. And it's like an OG radium 494 00:28:36,600 --> 00:28:38,720 influencer. I am the number one radium 495 00:28:38,720 --> 00:28:41,400 influencer across all geographies right now. 496 00:28:42,040 --> 00:28:47,040 But but Anson has been calling radium since like 2021. 497 00:28:47,160 --> 00:28:50,120 Like Radium is FTX old for Solan. 498 00:28:50,120 --> 00:28:51,360 All right? It's really, really old. 499 00:28:52,280 --> 00:28:55,800 Oh radium is not Oh my life. So the market cap is way all 500 00:28:55,800 --> 00:28:57,560 time highs. Yeah. 501 00:28:57,560 --> 00:28:59,720 But the price is like it's way down. 502 00:28:59,840 --> 00:29:04,480 Yeah, Radium like is is as OG as it gets for Salon Defy. 503 00:29:04,600 --> 00:29:07,040 Go criticize for some of the stuff because it was quite tied 504 00:29:07,040 --> 00:29:11,440 to FDX and some of their early like, you know, there's like 505 00:29:11,440 --> 00:29:15,320 vacuous FDX style coins like serum and all this sort of 506 00:29:15,320 --> 00:29:18,680 stuff. But but yeah, it's it's very 507 00:29:18,680 --> 00:29:22,800 much OG. Someone else's order in the chat 508 00:29:22,800 --> 00:29:25,840 here order soul. This is an interesting coin if 509 00:29:25,840 --> 00:29:28,080 you are going to go down the route of of Salon defy. 510 00:29:28,080 --> 00:29:32,560 So Radium has now launched a perp platform. 511 00:29:32,560 --> 00:29:36,640 So if you go on to Radium, they have something called Radium 512 00:29:36,640 --> 00:29:40,040 perps, which is the vast majority of Solana perps are 513 00:29:40,040 --> 00:29:46,720 done on Jupiter perps. Radium has not created its own 514 00:29:46,720 --> 00:29:49,320 perp platform. It's done it alongside a perp 515 00:29:49,320 --> 00:29:51,680 platform provider called Orderly. 516 00:29:52,240 --> 00:29:58,080 And this is a multi chain perp platform provider. 517 00:29:58,680 --> 00:30:01,000 Audley, they do them on Arbitron, they do them on ETH. 518 00:30:01,880 --> 00:30:07,720 They're like known for that. They are seeing huge volumes go 519 00:30:07,720 --> 00:30:14,480 through this now, like close to not at Jupiter, but like I think 520 00:30:14,480 --> 00:30:18,440 it's like probably about maybe 1/4 right now and it's in beta. 521 00:30:20,400 --> 00:30:23,320 Radium currently has zero fees on their side for this, but they 522 00:30:23,320 --> 00:30:24,480 could turn them on in the future. 523 00:30:24,880 --> 00:30:30,520 Audley does have some fees. Audley does have some fees, but 524 00:30:30,520 --> 00:30:34,080 Audley does have a token too. So if you're also bullish on 525 00:30:34,080 --> 00:30:40,520 like radium perps taking off, then, which I don't think is a 526 00:30:40,680 --> 00:30:43,000 bad idea. Audley does have a token, which 527 00:30:43,000 --> 00:30:46,200 kind of does have a bit of a flywheel to it, but it's not not 528 00:30:46,200 --> 00:30:49,920 quite as good in my opinion. But yeah, you can look at that. 529 00:30:52,000 --> 00:30:55,760 Very interesting. Yeah, well, it's good to know. 530 00:30:55,760 --> 00:30:58,600 It's good to hear from the the number one radium influencer. 531 00:30:59,280 --> 00:31:03,320 I'm sure we'll be talking about it quite a bit in the in the 532 00:31:03,320 --> 00:31:07,360 days to come. So Jupiter is live folks, but we 533 00:31:07,360 --> 00:31:09,040 we got around the horn most of the big stories. 534 00:31:09,040 --> 00:31:12,600 I think the other one that we haven't talked about yet is the 535 00:31:12,800 --> 00:31:15,960 AI market is coming back. Huge. 536 00:31:16,000 --> 00:31:19,440 Pretty damn fast. You would you would assume the 537 00:31:19,440 --> 00:31:22,720 headline was that they're going to invest 500 billion in AI 538 00:31:22,720 --> 00:31:27,480 meets crypto. Like there was a story that that 539 00:31:27,480 --> 00:31:31,560 SoftBank is going to make a $500 billion investment into the US 540 00:31:32,000 --> 00:31:35,120 in a partnership with Open AI. Remember, SoftBank have tried to 541 00:31:35,120 --> 00:31:38,160 tie themselves to Open AI. SoftBank has kind of known as 542 00:31:38,160 --> 00:31:41,000 one of the biggest tech VCs essentially. 543 00:31:42,160 --> 00:31:46,160 And on the back of that, every single AI crypto coin basically 544 00:31:46,160 --> 00:31:50,880 like doubled. It went up like 5060% which is 545 00:31:50,880 --> 00:31:53,160 just pretty funny. Pretty funny. 546 00:31:54,040 --> 00:32:01,080 Yeah, I mean, we're talking the leaders are up 20 to 40% and off 547 00:32:01,080 --> 00:32:04,680 the bottom, I think they're all up 50 to 60%. 548 00:32:05,520 --> 00:32:12,400 So like if you if you sold your AI bags that to buy Trump on 549 00:32:12,400 --> 00:32:16,680 Sunday, you got wrecked on that rotation basically like if you 550 00:32:16,680 --> 00:32:19,800 did it early, you won. You still are up big on the 551 00:32:19,800 --> 00:32:25,080 trade, but you were late to the Trump trade and then you missed 552 00:32:25,080 --> 00:32:31,120 the bottom like now you're out of position because these have 553 00:32:31,120 --> 00:32:33,160 rebounded quite like we're at new all time high. 554 00:32:33,160 --> 00:32:38,080 So arc hit a new all time high yesterday, 6600 six 30 million 555 00:32:38,160 --> 00:32:41,240 AIXPT is basically an all time I'd say 87 cents. 556 00:32:43,080 --> 00:32:48,800 Griffet hit a new all time high. A non all time high yesterday 557 00:32:49,240 --> 00:32:54,600 had been doubled. I have an orbit to defy tokens, 558 00:32:54,600 --> 00:32:58,800 defy AI. Defy meets AI was the real 559 00:32:58,920 --> 00:33:03,440 winners here like all of those coins, they didn't really dip 560 00:33:04,320 --> 00:33:09,560 even during the dip right like look at those coins like buzz 561 00:33:09,960 --> 00:33:14,600 Anon Anon went down like 10% and then just. 562 00:33:15,320 --> 00:33:20,960 Scripture. Right, like the that subset just 563 00:33:21,040 --> 00:33:24,840 up only right now, yeah. I mean you. 564 00:33:24,840 --> 00:33:28,760 Oh my God. Right, like compare that to 565 00:33:28,760 --> 00:33:36,520 AI16Z as a chart, which is like the infracoins, they look very 566 00:33:36,520 --> 00:33:39,520 different. The D5 meets AI coins are the 567 00:33:39,520 --> 00:33:42,240 really the have been the strongest during the bear and on 568 00:33:42,240 --> 00:33:45,960 the bounce. And it'll be interesting to see 569 00:33:45,960 --> 00:33:48,480 like I, I tried to split them up today, which is kind of what 570 00:33:48,480 --> 00:33:50,880 I've said on the show a few times as a tweet. 571 00:33:52,360 --> 00:33:55,720 It felt like the the utility based coins have been the have 572 00:33:55,720 --> 00:33:59,200 been the real winners here. Apart from Ark, which I think is 573 00:33:59,200 --> 00:34:03,720 like is kind of on its way because I think people think it 574 00:34:03,720 --> 00:34:05,240 will get listed and all this sort of stuff. 575 00:34:05,240 --> 00:34:11,800 But AIXPT Griffane and the D5 coins all up massively FARC coin 576 00:34:11,800 --> 00:34:18,199 go up up or sideways, not not doing amazing virtuals as it 577 00:34:18,199 --> 00:34:21,800 seems the arc like they bounce, but like they didn't bounce as 578 00:34:21,800 --> 00:34:23,800 strong as as the utility base coins. 579 00:34:23,840 --> 00:34:28,159 Utility base like coins are just yeah up only right now. 580 00:34:28,960 --> 00:34:33,480 These two do not surprise me. AXPTS rebound, I will say like 581 00:34:33,480 --> 00:34:37,719 I'll admit, surprise me. I, I was a little concerned that 582 00:34:37,840 --> 00:34:40,480 if and when it lost its attention, would it be able to 583 00:34:40,480 --> 00:34:44,159 get, get it back? But it clearly did. 584 00:34:45,000 --> 00:34:50,960 And now I think it pays to be the leaders right now, the 585 00:34:50,960 --> 00:34:52,719 momentum leaders. I think people are just going to 586 00:34:52,719 --> 00:34:55,760 be looking at what moved the most off the bottom the fastest. 587 00:34:55,760 --> 00:34:58,120 And I think they're just going to deploy and they're going to 588 00:34:58,120 --> 00:35:00,880 close their eyes. And I think ARK is the one that 589 00:35:00,880 --> 00:35:02,680 they see the most. And people are just going to 590 00:35:02,680 --> 00:35:04,760 deploy into ARK and who don't know anything about it. 591 00:35:06,640 --> 00:35:09,360 Yeah, yeah, I think so too. The child looks the best out of 592 00:35:09,360 --> 00:35:12,360 them all. AI SPT is interesting because 593 00:35:12,440 --> 00:35:14,680 you you make you present a good point. 594 00:35:14,760 --> 00:35:19,760 It has lost its mind. Yeah, pretty notably over the 595 00:35:19,760 --> 00:35:23,640 last over the last few days. If you bring up print cookie, 596 00:35:25,560 --> 00:35:33,120 right, like that figure was like 15 to 20% and and it wasn't like 597 00:35:33,600 --> 00:35:36,720 fart coins overtaking, I think fart coins was about still 7 598 00:35:36,960 --> 00:35:41,600 right even before this and it was AIXPT at like 15. 599 00:35:42,160 --> 00:35:44,280 So what's happened is a bunch of the other coins have kind of 600 00:35:44,280 --> 00:35:54,400 gained mind share from a XPT and that that is like if you before 601 00:35:54,440 --> 00:35:57,040 following, that's been one of the like the main bull cases of 602 00:35:57,040 --> 00:35:58,600 AIXPT. So I think you're right, you 603 00:35:58,600 --> 00:36:02,560 were right to be cognizant that like if that goes, it could be 604 00:36:02,560 --> 00:36:03,840 worrying. I think it was, to be honest. 605 00:36:03,840 --> 00:36:06,680 It was trading like garbage even while the other coins were 606 00:36:06,680 --> 00:36:10,320 trading strong yesterday, right? I I was saying in the chat it 607 00:36:10,320 --> 00:36:16,200 was hitting 600 million as arc was hitting all time high and 608 00:36:16,200 --> 00:36:21,600 then it just it zoomed hard so. So like the virtuals, the 609 00:36:21,800 --> 00:36:24,280 virtuals is going to burn all the revenue to rebuy their 610 00:36:24,280 --> 00:36:28,200 tokens. AIXPT is going to be a 611 00:36:28,200 --> 00:36:32,960 beneficiary of that. So that's a bullish tailwind. 612 00:36:33,080 --> 00:36:37,760 I guess the pitch is still easy. I just stats. 613 00:36:37,760 --> 00:36:40,880 Maybe stats is just middle curved me when he came on the 614 00:36:40,880 --> 00:36:42,960 show on Monday and just got into my head. 615 00:36:43,160 --> 00:36:47,240 This is like they are G takes just aren't they're just not 616 00:36:47,240 --> 00:36:49,360 that good. And you just like you're you're 617 00:36:49,360 --> 00:36:52,720 fine with it when the tokens go up because you just don't care. 618 00:36:53,240 --> 00:36:55,320 But then like the second it loses its mind chair is like, 619 00:36:55,320 --> 00:37:00,000 why is why is this AI agent worth 900 $1,000,000 again? 620 00:37:00,280 --> 00:37:02,560 All right, so I'll I'll stop buying ASPT I'm sure. 621 00:37:02,800 --> 00:37:07,800 Raleigh retailers OV, OV says, comes in and buys AXPT because 622 00:37:07,800 --> 00:37:10,120 it has AI in the name. That's that's literally OV's 623 00:37:10,120 --> 00:37:13,160 thesis on AI. XPT #1 Mindset has AI in the 624 00:37:13,160 --> 00:37:14,720 name. Yeah, I mean, I don't hate that 625 00:37:14,720 --> 00:37:18,000 thesis at all. It's on Binance too. 626 00:37:18,000 --> 00:37:20,000 It's the only one on Binance spot, so it still has the 627 00:37:20,000 --> 00:37:25,000 Binance bounce. Big, big upcoming week for AI16Z 628 00:37:25,000 --> 00:37:28,960 here and he's like this chart like if every dip, if every RIP 629 00:37:28,960 --> 00:37:30,800 keeps getting sold off and going lower. 630 00:37:30,800 --> 00:37:34,440 I think we're going to see some capitulation, but they've got V2 631 00:37:34,440 --> 00:37:36,720 coming out. Eliza's still dominating. 632 00:37:37,520 --> 00:37:42,840 I'm I'm still holding my tokens. I think it's becoming a more 633 00:37:42,840 --> 00:37:44,320 popular opinion. The arc's going to flip it. 634 00:37:46,640 --> 00:37:50,040 Weirdly think about those two projects, right? 635 00:37:51,240 --> 00:37:59,080 AI16Z has this the most popular repo has dominated that, but was 636 00:37:59,080 --> 00:38:03,400 a little bit slow or poorly executed on the partnerships bit 637 00:38:03,400 --> 00:38:04,920 right. This partnership at the start, 638 00:38:04,920 --> 00:38:10,200 they all started rugging like it didn't do that well and and the 639 00:38:10,200 --> 00:38:12,480 token holders got annoyed and and like the way that they were 640 00:38:12,480 --> 00:38:15,360 giving it back to the token holders wasn't great either like 641 00:38:15,360 --> 00:38:17,560 the Dow got some coins and they were like rugged. 642 00:38:18,120 --> 00:38:20,560 So but now they're like looking to build that marketplace. 643 00:38:20,960 --> 00:38:24,280 It feels like arc is slightly further along down that path or 644 00:38:24,280 --> 00:38:27,560 at least executing that slightly better, despite having a less 645 00:38:27,560 --> 00:38:33,920 popular repo and is less known. It's slightly further down that 646 00:38:33,920 --> 00:38:38,240 path. It may flip it, it may there's 647 00:38:38,240 --> 00:38:41,440 there's like those two charts tell you that that could easily 648 00:38:41,440 --> 00:38:43,080 happen. And this is the classic thing 649 00:38:43,080 --> 00:38:46,000 that we've said since like the very early days with goat. 650 00:38:46,000 --> 00:38:51,080 Like it's very tough to underwrite AI projects, utility 651 00:38:51,080 --> 00:38:54,280 based projects or infra based projects for too long because 652 00:38:55,200 --> 00:38:59,400 something new comes up and and then you know you get zero bro. 653 00:39:00,960 --> 00:39:05,160 Gosh. And I like that project. 654 00:39:05,440 --> 00:39:06,480 I like. I like it. 655 00:39:06,880 --> 00:39:10,800 Too like it's just yeah, you got there's this new stuff everyday 656 00:39:10,800 --> 00:39:14,280 and the trenches are not kind to new stuff coming coming out so. 657 00:39:15,000 --> 00:39:18,240 It's not. Yeah, this is what it is. 658 00:39:19,040 --> 00:39:21,440 Is you you mentioned new products this quickly like I, I 659 00:39:21,440 --> 00:39:24,560 do not own any Moby so easy disclosure for me, but man, this 660 00:39:24,560 --> 00:39:28,520 is one of the like the clear newest winners from this past 661 00:39:28,520 --> 00:39:29,880 week. Yeah. 662 00:39:30,400 --> 00:39:33,960 Debuted you could have bought it 30 to 50 million that first day. 663 00:39:34,600 --> 00:39:39,920 It really hasn't dipped too much March until 130. 664 00:39:40,320 --> 00:39:42,480 Have you used it? I haven't. 665 00:39:43,400 --> 00:39:44,920 Oh good. Yeah, I don't. 666 00:39:46,800 --> 00:39:49,520 I don't. I've tried to use a few of these 667 00:39:49,520 --> 00:39:51,240 and I haven't been like super impressed with any of them. 668 00:39:52,920 --> 00:39:55,280 Well, in Farrokh's words, that that's your mistake. 669 00:39:56,120 --> 00:39:58,320 He's trying to use. He's trying to use. 670 00:39:58,600 --> 00:40:01,200 But like this specific thing, which is like I'm going to get 671 00:40:01,200 --> 00:40:04,760 the copilot, I'm going to get the thing that you like or 672 00:40:04,760 --> 00:40:07,920 trading tool and the trading tool doesn't work and it's 673 00:40:07,920 --> 00:40:12,320 trading close to where like banana bot trades, which makes 674 00:40:12,320 --> 00:40:16,600 like. $60 million, I kind of question it. 675 00:40:16,600 --> 00:40:21,480 Do you know what I mean? You can question it or you can 676 00:40:21,480 --> 00:40:23,320 just close your eyes and hit the buy button. 677 00:40:23,640 --> 00:40:26,120 That's kind of where we're at. Buy Moby the Whale. 678 00:40:26,440 --> 00:40:28,480 Yeah, I'll be honest. Like when Moby came on the show 679 00:40:28,480 --> 00:40:31,120 on Monday and he said he still thinks the AI sector is going to 680 00:40:31,120 --> 00:40:37,000 go to 100 billion, it was harder for me to see the path in that 681 00:40:37,000 --> 00:40:38,200 moment. I will admit it was. 682 00:40:38,200 --> 00:40:39,520 It was hard for me to see that path. 683 00:40:40,440 --> 00:40:43,680 I do think this open AI headline, you know, even though 684 00:40:43,680 --> 00:40:47,400 it's not 500 billion being poured into crypto AI, it's just 685 00:40:48,200 --> 00:40:51,440 being put into the private companies. 686 00:40:51,880 --> 00:40:54,080 And then Elon came out and flooded it and says actually 687 00:40:54,080 --> 00:40:57,000 closer to 10 billion, like what whatever the number is like it's 688 00:40:57,000 --> 00:41:00,120 just more signal that that AI is a clear focus. 689 00:41:00,480 --> 00:41:04,640 It does feel like that was probably important for this 690 00:41:04,640 --> 00:41:10,320 crypto AI sector. It just kind of feels like like 691 00:41:10,320 --> 00:41:14,360 for us to to go from 16 to 30, it's like to double from here. 692 00:41:14,360 --> 00:41:17,320 Like what needs to happen, like new leaders need to come in and 693 00:41:17,320 --> 00:41:20,440 go to three to four billion, kind of like either virtuals or 694 00:41:20,440 --> 00:41:25,440 like Arc or Griffane comes in and does that move? 695 00:41:25,480 --> 00:41:27,120 Like how would you see that path? 696 00:41:27,640 --> 00:41:30,800 I don't think in this, I actually, I kind of get why we 697 00:41:30,800 --> 00:41:33,000 have this massive rally on the back of it, although I agree 698 00:41:33,000 --> 00:41:35,240 that it feels like slightly hollow statements in that it 699 00:41:35,240 --> 00:41:37,640 won't be that high. But I actually think the 700 00:41:37,640 --> 00:41:43,360 innovation can come from open AI or Google or like as I've said 701 00:41:43,360 --> 00:41:46,800 before a few times, like a lot of people in this space 702 00:41:46,800 --> 00:41:52,120 criticize it as basically piggybacking of what is going on 703 00:41:52,120 --> 00:41:54,920 in Tradfly. And I see that as just like a 704 00:41:54,920 --> 00:41:59,440 massive benefit, like the concept of it being a rapper, 705 00:41:59,440 --> 00:42:03,240 ChatGPT, Like what these funds are going to do is they are 706 00:42:03,240 --> 00:42:07,080 going to essentially wrap the technology that is often made in 707 00:42:07,080 --> 00:42:12,120 Tradfi and make it into very valuable crypto products for 708 00:42:12,120 --> 00:42:13,880 everyone and very valuable flywheels. 709 00:42:13,880 --> 00:42:18,000 In the same way that like you're piggybacking off like other like 710 00:42:18,600 --> 00:42:21,160 open source code maybe from the the broader development 711 00:42:21,160 --> 00:42:23,600 community, you're piggybacking off the fucking Internet like 712 00:42:24,000 --> 00:42:25,640 that. We are going to build tools here 713 00:42:26,040 --> 00:42:28,600 that we are then going to be able to leverage into crypto. 714 00:42:28,920 --> 00:42:32,080 And then you'll see real innovation of that bit where AI 715 00:42:32,080 --> 00:42:36,840 meets finance, which I don't think any of the major AI firms 716 00:42:36,840 --> 00:42:39,400 are going to touch. I don't think they're going to 717 00:42:39,400 --> 00:42:41,680 come in here and build crypto tools or like they're, they're 718 00:42:41,720 --> 00:42:45,560 going to expect our guys to basically jailbreak them or 719 00:42:45,560 --> 00:42:47,560 repackage them in some sort of way, which is going to be super 720 00:42:47,560 --> 00:42:54,120 valuable. So I, I think that the value 721 00:42:54,120 --> 00:42:59,320 will be, hey, Google's releasing these cool AI, these AI agents 722 00:42:59,320 --> 00:43:02,040 and they can do all this sort of stuff or open their eyes, going 723 00:43:02,320 --> 00:43:04,640 to release their first AI agent in Q2. 724 00:43:04,920 --> 00:43:08,000 That would be a massively bullish headline for this space. 725 00:43:08,360 --> 00:43:11,720 Like this space would like might double on the back of something 726 00:43:11,720 --> 00:43:13,520 like that. So that's what I actually think 727 00:43:13,520 --> 00:43:14,760 it is. It's not that I necessarily 728 00:43:14,760 --> 00:43:18,760 think we're going to see like, yeah, we've seen another copilot 729 00:43:18,760 --> 00:43:21,360 like, Oh yeah, great. What I think it will be is we 730 00:43:21,360 --> 00:43:24,160 will see actual innovation and some of that will come from our 731 00:43:24,160 --> 00:43:27,880 side and that will get the will get the on chain code right that 732 00:43:27,880 --> 00:43:30,160 they can do stuff. And they're building all that 733 00:43:30,200 --> 00:43:32,440 out now. And some of it will come from 734 00:43:32,440 --> 00:43:38,200 from from the from the broader AI community. 735 00:43:39,400 --> 00:43:43,240 I'm totally aligned with that. So it's, it's a tailwind. 736 00:43:43,280 --> 00:43:46,240 It's not as like I think a lot of people see it as a risk 737 00:43:46,240 --> 00:43:49,840 vector that oh, OK, if if Google wants to spin up a team and come 738 00:43:49,840 --> 00:43:52,320 in like they're going to eat all these teams lunch like in a 739 00:43:52,320 --> 00:43:54,480 week, right? Like I've, I've, I've seen that 740 00:43:54,480 --> 00:44:00,680 take go around, but the argument is that they're not, they don't, 741 00:44:00,800 --> 00:44:03,640 they aren't going to do that. And their, their tech is being 742 00:44:03,640 --> 00:44:07,080 open sourced and now all these teams will have access to better 743 00:44:07,080 --> 00:44:09,280 code bases that are going to continue to get better, you 744 00:44:09,280 --> 00:44:11,480 know, month over month. And then apply that to the 745 00:44:11,480 --> 00:44:13,520 sector. It also makes me think like are, 746 00:44:13,560 --> 00:44:15,400 are the bigger teams than the ones to bet on. 747 00:44:16,120 --> 00:44:19,160 So like, if we're going to see rapid improvement, you, you want 748 00:44:19,160 --> 00:44:22,880 the folks with the best devs, we're going to be able to 749 00:44:22,880 --> 00:44:26,680 incorporate that and build on it and iterate on it the fastest. 750 00:44:27,760 --> 00:44:30,000 And I don't know, that's the, I feel like that's the pitch for 751 00:44:30,000 --> 00:44:31,600 AI16Z, right? Have they got the? 752 00:44:31,680 --> 00:44:35,640 They've got the most devs. Yeah, I, I've said this before, 753 00:44:35,640 --> 00:44:38,080 I don't think that Google going to be able to spin up a team to 754 00:44:38,080 --> 00:44:41,360 do crypto better. I actually think that like we're 755 00:44:41,360 --> 00:44:43,400 going to do that bit best. I actually think we're going to 756 00:44:43,400 --> 00:44:46,160 do the bit around broader finance best like or at least 757 00:44:46,160 --> 00:44:50,760 comparable like a really, I, I strongly believe that that a lot 758 00:44:50,760 --> 00:44:53,880 of the innovation around these models meeting finance will come 759 00:44:53,880 --> 00:44:56,800 from the crypto community because, and the reason for that 760 00:44:56,800 --> 00:44:59,120 is isn't just like, and I wouldn't say this about many 761 00:44:59,120 --> 00:45:03,080 things, but AI is built for crypto. 762 00:45:03,360 --> 00:45:06,080 It's built for these rails. It's actually not built that 763 00:45:06,080 --> 00:45:09,480 well for the SWIFT banking system. 764 00:45:10,360 --> 00:45:13,720 It's built for having a wallet be able to do stuff autonomously 765 00:45:13,720 --> 00:45:16,760 by itself, reading the code to be able to do that like. 766 00:45:18,520 --> 00:45:22,880 So I think we'll see really cool stuff from come from crypto 767 00:45:22,880 --> 00:45:27,240 meets AI and I think it will be crypto teams that do a lot of 768 00:45:27,240 --> 00:45:29,960 that. But just to say, oh, because the 769 00:45:29,960 --> 00:45:33,880 model was made by it's a llama model, like it's the fucking 770 00:45:35,280 --> 00:45:37,800 meta open source model that's doing that. 771 00:45:38,400 --> 00:45:40,080 That's just like, think of it as a tool. 772 00:45:40,960 --> 00:45:43,840 Think of it as a tool right now you're you're thinking of it too 773 00:45:43,840 --> 00:45:47,280 much like, Oh, you won't be able to back value capture from that. 774 00:45:48,440 --> 00:45:49,800 And I think that's just completely wrong. 775 00:45:52,040 --> 00:45:58,200 Strong case folks, AI is back and the ceiling has been lifted. 776 00:45:58,720 --> 00:46:03,160 I said that on X yesterday and I and I do believe for am I that 777 00:46:03,160 --> 00:46:06,040 it has. So it's going to be, I hope you 778 00:46:06,040 --> 00:46:09,720 didn't give up on the AI bags, but still time perhaps to get 779 00:46:09,720 --> 00:46:12,120 back in with that. We're on the horn. 780 00:46:12,240 --> 00:46:15,960 I, I think we covered everything really on on my primary list. 781 00:46:15,960 --> 00:46:19,200 There's a few headlines like Kaido introduced a new project 782 00:46:19,200 --> 00:46:20,800 launchpad. Perhaps we can get into that. 783 00:46:20,800 --> 00:46:24,840 The yappers are are yapping about it and they're perhaps 784 00:46:24,880 --> 00:46:28,200 going to have a chance to participate in in that. 785 00:46:28,920 --> 00:46:30,280 I have been yapping a little bit more. 786 00:46:30,280 --> 00:46:31,560 Am I? Am I doing better? 787 00:46:33,760 --> 00:46:36,320 Well, let's let's check it out, see if I can pull up the board. 788 00:46:36,520 --> 00:46:38,880 And the number one radium influencer in all geographies at 789 00:46:38,880 --> 00:46:40,240 the moment, so. There's a rant. 790 00:46:40,240 --> 00:46:43,280 If there's a radium specific category, you will be #1 like. 791 00:46:43,280 --> 00:46:45,120 That much I'll speak to them about that. 792 00:46:46,000 --> 00:46:50,240 That much is clear. Can you search all right, I'm 793 00:46:50,240 --> 00:46:52,200 having CT leaderboard here we are. 794 00:46:53,200 --> 00:46:55,440 I don't know how to search. We'll, we'll, we'll pull this up 795 00:46:55,440 --> 00:46:57,560 so. I'm not, I'm not Page 1 then 796 00:46:57,640 --> 00:46:58,680 basically is what you're saying I'm. 797 00:47:00,000 --> 00:47:06,360 Not seeing yet here on on page one unfortunately, but hey, this 798 00:47:06,360 --> 00:47:07,680 is the reason you get out of bed. 799 00:47:10,840 --> 00:47:12,640 Wow where's mando? OK, I've got the list now I'm 800 00:47:12,640 --> 00:47:17,040 scrolling down OVOVS 48th You're on the day. 801 00:47:18,720 --> 00:47:20,560 Oh no, I'm not seeing you. I'm so. 802 00:47:21,560 --> 00:47:23,920 Watched. I'm so watched. 803 00:47:26,000 --> 00:47:28,840 Number one radium influencer in all geographies is not even in 804 00:47:28,840 --> 00:47:31,880 the top 100 influences. It's over for me. 805 00:47:32,800 --> 00:47:34,800 Not great. Wait that that was on the 30 806 00:47:34,800 --> 00:47:36,640 day. Let's see if if we zoom in to 807 00:47:36,640 --> 00:47:41,520 the last in the last week. Are are you doing any better 808 00:47:41,520 --> 00:47:44,800 here? I don't know similar. 809 00:47:44,880 --> 00:47:47,600 Looks like it's a similar story guys. 810 00:47:47,920 --> 00:47:52,760 Reply Reply guy to Mando so he can he can boost his his yap. 811 00:47:52,760 --> 00:47:55,240 How do I get my points high? Like how do I become a? 812 00:47:56,360 --> 00:47:58,080 It's a little bit more about having conversations. 813 00:47:58,080 --> 00:48:01,400 So like you, you post something and then people will reply and 814 00:48:01,400 --> 00:48:05,840 then like chatting it out with them, perhaps replying if anyone 815 00:48:05,840 --> 00:48:07,120 else. Like if Anson's posting about 816 00:48:07,120 --> 00:48:10,040 radium, talking to him about how you 2. 817 00:48:10,040 --> 00:48:12,960 Can get on the sphere like you 4. 818 00:48:13,240 --> 00:48:17,880 You just come for handsome so often it is so funny. 819 00:48:18,320 --> 00:48:19,760 Where? Where's the sphere phones? 820 00:48:20,320 --> 00:48:22,320 Did you own Whip? Have you ever owned Whip? 821 00:48:22,400 --> 00:48:25,120 I don't think I've ever heard you talk about it. 822 00:48:25,400 --> 00:48:28,360 Yeah, it was my, it was one of my trades of the cycle for. 823 00:48:28,360 --> 00:48:29,120 Sure. Oh really? 824 00:48:29,320 --> 00:48:32,760 So now you like fuck this guy. I'm out. 825 00:48:32,760 --> 00:48:34,880 But it's just, it's just fine that they never did anything 826 00:48:34,880 --> 00:48:37,440 with the sphere phones, right? Like if you're a holder who who 827 00:48:37,440 --> 00:48:40,520 gave to that, like there was a time where that could have been 828 00:48:40,520 --> 00:48:42,760 a very impactful thing and then they just didn't do it. 829 00:48:43,440 --> 00:48:45,680 And now, like now, it would not move the needle at all. 830 00:48:46,560 --> 00:48:49,080 So, and it's just funny. It's funny to rag on handsome. 831 00:48:49,400 --> 00:48:52,000 But all right, folks, we're, we're rambling a bit. 832 00:48:52,000 --> 00:48:53,840 It was a good show. Thanks for tuning in today. 833 00:48:53,840 --> 00:48:56,120 We'll be back tomorrow. Hopefully Faroque is feeling 834 00:48:56,120 --> 00:48:57,680 better. Until then, go make it a 835 00:48:57,680 --> 00:48:58,680 beautiful day. Goodbye.