1 00:00:00,160 --> 00:00:01,440 Yo, what up? What up? 2 00:00:01,440 --> 00:00:12,640 Good morning, Good morning, GM G Monday Moon member. 3 00:00:13,320 --> 00:00:19,840 It's still Moon member over here 25th 2020 444 lots of fours in 4 00:00:19,840 --> 00:00:22,560 the morning and the and the and the order books. 5 00:00:22,560 --> 00:00:25,720 I'm going to tell you that look at that another beautiful day to 6 00:00:25,720 --> 00:00:28,240 have a beautiful day. Cool as fuck day to have a cold 7 00:00:28,240 --> 00:00:32,560 as fuck day man, it must be really cold in wherever must be 8 00:00:32,560 --> 00:00:35,400 really cold this morning. Let me tell you that because 9 00:00:35,400 --> 00:00:37,360 it's cold inside. That's not cold. 10 00:00:37,360 --> 00:00:41,240 It might be freezing in Chicago. I got Tyler Mando in the house. 11 00:00:41,240 --> 00:00:42,560 What's up y'all? What's up? 12 00:00:42,560 --> 00:00:43,920 I missed you guys the last couple days. 13 00:00:43,920 --> 00:00:46,560 How you guys doing today? I'm doing great. 14 00:00:46,560 --> 00:00:49,480 How are you? Just another day in the bear 15 00:00:49,480 --> 00:00:51,520 market, brother. Just another day in the bear 16 00:00:51,520 --> 00:00:54,440 market. Yeah, we were there last bear 17 00:00:54,440 --> 00:00:55,600 market. We're going to stick around this 18 00:00:55,600 --> 00:00:56,880 bear market. Tyler, how you doing? 19 00:00:57,640 --> 00:01:01,280 I'm doing fantastic. I was fairly locked in this 20 00:01:01,280 --> 00:01:03,600 weekend, had some nice trades there. 21 00:01:03,600 --> 00:01:05,560 There's a lot of action. There's still a lot of wins to 22 00:01:05,560 --> 00:01:10,120 be had despite a lot of the majors chopping or dipping and 23 00:01:10,480 --> 00:01:12,080 excited for this week. I'm very curious how this week 24 00:01:12,080 --> 00:01:17,080 is going to be as a holiday week here in the in the US, but I'm 25 00:01:17,280 --> 00:01:20,160 ready for it. Yeah, oh, it's true. 26 00:01:20,160 --> 00:01:22,360 We have holiday week. I mean, remember to pump your 27 00:01:22,360 --> 00:01:24,440 bags to your family this weekend. 28 00:01:24,520 --> 00:01:25,800 They have a good dip opportunity. 29 00:01:25,800 --> 00:01:27,840 You know what? This dip is actually a 30 00:01:27,840 --> 00:01:30,360 Thanksgiving dip, a pre Thanksgiving nip so that your 31 00:01:30,360 --> 00:01:33,080 family can get in a lower price because they were probably 32 00:01:33,080 --> 00:01:36,040 texting you 99 K this weekend thinking, oh, I miss Bitcoin. 33 00:01:36,440 --> 00:01:38,560 And now they're here and you they're going to be able to buy 34 00:01:38,560 --> 00:01:41,000 it for like 69 K tomorrow at this rate. 35 00:01:41,000 --> 00:01:42,680 So you know what? Like this you. 36 00:01:44,840 --> 00:01:46,840 Said that I actually had a shower thought this morning. 37 00:01:47,600 --> 00:01:50,040 I'm going to write a post about how to talk to your family about 38 00:01:50,040 --> 00:01:55,560 fart coin dude. Can you make one about chill guy 39 00:01:55,560 --> 00:01:57,160 as well? Oh, you know what you make it 40 00:01:57,160 --> 00:01:59,320 about fart coin. I'm going to pasta you and 41 00:01:59,320 --> 00:02:00,880 replace it with chill guy. Let's do that. 42 00:02:01,120 --> 00:02:03,480 You go 1st and we'll just all copy pasta. 43 00:02:03,480 --> 00:02:05,280 Amanda's going to pasta for epic. 44 00:02:05,560 --> 00:02:09,759 You all pasta for for my my bags and then everybody in the 45 00:02:09,759 --> 00:02:14,680 audience here can can can pause that for their for their 46 00:02:14,680 --> 00:02:20,320 respective bags as well anyways, so that's a show today today 47 00:02:20,840 --> 00:02:22,400 market report. You know we're going to talk 48 00:02:22,400 --> 00:02:26,480 about this market as he was good was good as usual. 49 00:02:26,680 --> 00:02:29,240 What else we got, we got obviously Tyler's top 100,000 50 00:02:29,240 --> 00:02:31,320 and Tyler texted last night saying he's got a lot to cover 51 00:02:31,320 --> 00:02:34,800 this morning. So so let's see, but it means it 52 00:02:34,800 --> 00:02:37,400 means that we have titles topped 100,000 this morning. 53 00:02:37,600 --> 00:02:43,800 Wow, the market selling of quick look at that and and, and then 54 00:02:43,800 --> 00:02:45,160 what do we have? We don't have Robit today. 55 00:02:45,160 --> 00:02:51,120 That's that's, that's tomorrow and our partners over at 56 00:02:51,440 --> 00:02:56,480 Galaxies with seamless built in monetization tools, Galaxies 57 00:02:56,480 --> 00:02:58,440 enables development of sustainable long term 58 00:02:58,440 --> 00:03:01,280 communities fulfilling bitcoins vision of decentralized freedom 59 00:03:01,280 --> 00:03:02,800 and independence from centralized control. 60 00:03:03,080 --> 00:03:04,400 Super excited. We're going to be working with 61 00:03:04,400 --> 00:03:06,680 Galaxies until like the month of July at this stage, which is 62 00:03:06,680 --> 00:03:10,680 super fucking sick and I'm I'll I'll work on the intro. 63 00:03:10,760 --> 00:03:12,120 I'm going to I'm going to customize it. 64 00:03:12,120 --> 00:03:14,280 OK, I'm I'm going to work it here and there. 65 00:03:14,480 --> 00:03:16,320 We were laughing with the team the other day about that. 66 00:03:18,280 --> 00:03:20,480 I was chatting with the gas team earlier last week. 67 00:03:20,480 --> 00:03:22,320 I was Jack joking about the the ad. 68 00:03:22,360 --> 00:03:23,960 That was hilarious. But anyways, don't be with us at 69 00:03:23,960 --> 00:03:25,200 Basil. You're going to love it. 70 00:03:25,200 --> 00:03:28,200 Also, what's with burns new PFP? It's fire. 71 00:03:28,520 --> 00:03:32,080 Did Ovi make him an honorary? I only saw it the other day, I 72 00:03:32,080 --> 00:03:35,600 didn't know what it was. Is because that's a surely this 73 00:03:35,600 --> 00:03:37,840 is a burn honorary, right? Like it looks like Bernie. 74 00:03:40,280 --> 00:03:45,080 That's cool, right? Damn, I didn't realize Bernie 75 00:03:45,080 --> 00:03:47,400 has got Bernie. Is that an honorary reggae? 76 00:03:47,400 --> 00:03:48,480 What is this? Bear market? 77 00:03:48,480 --> 00:03:50,200 So we get bear market numbers now on the show. 78 00:03:50,280 --> 00:03:51,680 Let me see some more tweets. Y'all. 79 00:03:52,000 --> 00:03:54,240 Oh, Jack Lakura made it. Oh, sick. 80 00:03:54,240 --> 00:03:57,720 OK, OK, so it's it's OK. So you got Ovie at home to make 81 00:03:57,720 --> 00:04:00,120 him a a APFP. Got it. 82 00:04:00,240 --> 00:04:02,600 Thank you Burn for your Let me see some more tweets. 83 00:04:02,680 --> 00:04:03,560 There you go. Come on. 84 00:04:03,640 --> 00:04:04,680 Come on. Let me see some more tweets. 85 00:04:04,680 --> 00:04:06,960 Let's get this show. Poppin Mendo Mendo. 86 00:04:06,960 --> 00:04:07,600 Mendo, Mendo. Mendo. 87 00:04:08,160 --> 00:04:08,720 Mando. Mando. 88 00:04:08,720 --> 00:04:10,400 Minutes. Let's see what you got for us 89 00:04:10,400 --> 00:04:15,760 today. Who is the man? 90 00:04:16,360 --> 00:04:17,760 Macro. Daddy of the land. 91 00:04:21,440 --> 00:04:24,200 Can you dig it? GM, everyone. 92 00:04:24,200 --> 00:04:25,680 So yeah, it was meant to be a whole day weekend. 93 00:04:25,680 --> 00:04:28,320 Everyone was meant to be able to chill out, take a few days off. 94 00:04:29,560 --> 00:04:30,960 Feels as though we're going to have a little bit more 95 00:04:30,960 --> 00:04:33,400 volatility in terms of macro this week. 96 00:04:34,040 --> 00:04:37,240 We do have a couple of things. We have the Fed minutes which is 97 00:04:37,240 --> 00:04:39,960 going to come out and then we have PC inflation, but nothing 98 00:04:39,960 --> 00:04:43,040 crazy. Micro strategy results I think 99 00:04:43,040 --> 00:04:45,760 are this week as well. It did come out this morning 100 00:04:45,760 --> 00:04:48,720 that they have come into the market and bought another 55,000 101 00:04:48,880 --> 00:04:52,880 Bitcoin, which is fairly wild. I didn't know if that was what 102 00:04:53,360 --> 00:04:56,920 made us sell off. Sometimes after those sort of 103 00:04:56,920 --> 00:05:02,160 tweets, people get a little bit bearish, like oh God, like he's 104 00:05:02,160 --> 00:05:08,120 the only buyer. But he did spend another $5.4 105 00:05:08,120 --> 00:05:10,960 billion, it looks like. Remember he said he wanted to 106 00:05:10,960 --> 00:05:15,240 raise another $42 billion. So I think the, the only real 107 00:05:15,240 --> 00:05:20,240 worry here, I would say is that there's just been a lot of talk 108 00:05:20,440 --> 00:05:28,680 about sailor and micro strategy. There was a short piece put out 109 00:05:28,680 --> 00:05:33,160 by Citroen Research on them and there's been some talk about him 110 00:05:33,160 --> 00:05:38,920 being like a like a structural risk, basically systemic risks 111 00:05:38,920 --> 00:05:45,000 to the, to the Bitcoin industry. So like, I don't, I don't think 112 00:05:45,000 --> 00:05:47,120 you will get that bullish on on sailor buying. 113 00:05:47,560 --> 00:05:51,040 It's not like when the ETF buys like if the ETF was buying 5 114 00:05:51,040 --> 00:05:53,320 billion, we'd be like everyone be super bullish when sailor 115 00:05:53,320 --> 00:05:55,960 buys. Weirdly, I think it people are 116 00:05:55,960 --> 00:05:59,480 now more and more like, oh God, like he's going to be huge 117 00:05:59,480 --> 00:06:03,880 versus this ecosystem and that can lead to some, some risk. 118 00:06:03,880 --> 00:06:05,920 So I don't know if that's what caused it. 119 00:06:06,240 --> 00:06:09,560 Other than that, I felt like it was super healthy to come back 120 00:06:09,560 --> 00:06:14,440 to like 1995 K before we before we push on higher. 121 00:06:14,560 --> 00:06:20,080 If I'm honest, I wasn't, I kind of felt we might go sideways 122 00:06:20,080 --> 00:06:23,400 around that 100K level, but that normally means also you're going 123 00:06:23,400 --> 00:06:25,200 to you're going to dip down a few of these days. 124 00:06:25,200 --> 00:06:26,960 So I think it's pretty, pretty normal. 125 00:06:27,440 --> 00:06:30,960 It doesn't like we're going to get a pretty positive Trump 126 00:06:30,960 --> 00:06:35,080 administration here for crypto again, Besant was nominated for 127 00:06:35,080 --> 00:06:37,400 the Treasury or Besant, I don't know how you say that. 128 00:06:39,800 --> 00:06:45,360 So who's been who's very pro crypto And I think that puts us 129 00:06:45,360 --> 00:06:48,280 in a much better spot. We also have one of the biggest 130 00:06:48,280 --> 00:06:53,000 banks out of Hong Kong, ZA Bank just launched crypto trading for 131 00:06:53,000 --> 00:06:54,560 retail. I think it is the biggest retail 132 00:06:54,560 --> 00:06:57,280 bank in Hong Kong just launched crypto trading. 133 00:06:57,280 --> 00:06:59,920 So that's quite a big deal. From the macro standpoint. 134 00:07:00,560 --> 00:07:03,200 We saw that there's there's a much stronger relationship 135 00:07:03,200 --> 00:07:06,600 between Cancer Fitzgerald, which is one of the big US brokerages 136 00:07:06,600 --> 00:07:12,040 slash custodians. Sorry. 137 00:07:12,520 --> 00:07:15,560 That's Lutnick, right? Yeah, yeah. 138 00:07:15,560 --> 00:07:18,440 Well, he's now going to take a a position in the Trump admin, but 139 00:07:18,440 --> 00:07:21,520 he looks like they actually own part of Teller. 140 00:07:21,800 --> 00:07:24,520 They own 5% which kind of makes sense because they they've done 141 00:07:24,520 --> 00:07:28,040 a large amount of the of the custody looks like 4. 142 00:07:28,200 --> 00:07:31,480 Remember the the Davos speech that he gave saying that I've 143 00:07:31,480 --> 00:07:33,680 seen the books tethers good. Like stop fighting. 144 00:07:33,680 --> 00:07:35,080 Remember that was him. He was out there. 145 00:07:35,080 --> 00:07:39,880 So that makes sense actually. So very interesting to see that 146 00:07:40,440 --> 00:07:44,320 that AUS firm as big as cancer is, you know, it's a, it's a 147 00:07:44,320 --> 00:07:47,920 very well known U.S. financial institution to have such big 148 00:07:47,920 --> 00:07:50,560 ties to Tether is, is pretty interesting. 149 00:07:52,320 --> 00:07:56,120 So, and particularly also that their CEO is now going to be 150 00:07:56,120 --> 00:07:57,360 part of the Trump administration. 151 00:07:58,080 --> 00:08:02,040 So maybe, maybe there's a path here for Tether being more 152 00:08:02,040 --> 00:08:06,000 accepted, Who knows. I couldn't think of a more 153 00:08:06,000 --> 00:08:11,480 bullish scenario really for Tether than the CEO who 154 00:08:11,480 --> 00:08:14,520 basically said their books are OK and bought 5% of the company 155 00:08:14,520 --> 00:08:17,400 is now going to be is the common secretary. 156 00:08:17,960 --> 00:08:20,720 Commerce Yeah, because he he he he threw a fit so he didn't get 157 00:08:20,720 --> 00:08:22,720 the other job. Remember the whole we talked 158 00:08:22,720 --> 00:08:25,000 about last year on the show? They were best sent in him or 159 00:08:25,000 --> 00:08:28,120 like, you know, kind of having a catfight over over getting the 160 00:08:28,120 --> 00:08:29,320 job. And then Trump was like, all 161 00:08:29,320 --> 00:08:31,760 right, you both sit the fuck down and then give it to someone 162 00:08:31,760 --> 00:08:37,159 else, all right? Well, super bullish. 163 00:08:37,159 --> 00:08:38,840 I think that again for crypto that's that. 164 00:08:39,039 --> 00:08:43,320 I think Tether is still the one remaining that and maybe like 165 00:08:43,320 --> 00:08:47,360 HTX but like that the people get worried about periodically. 166 00:08:48,240 --> 00:08:53,560 So good to see that it's perhaps passed the smell test that 167 00:08:53,560 --> 00:08:58,320 Cantor Fitzgerald could earn part of it and, you know, puts 168 00:08:58,520 --> 00:09:03,360 puts a lot of people at ease. Yeah, definitely. 169 00:09:03,360 --> 00:09:05,880 So what's, what's the, what's the reason, Ben, I will sell. 170 00:09:05,880 --> 00:09:06,960 I mean, we're already pumping back. 171 00:09:06,960 --> 00:09:09,200 So we'll probably be back to regular prices. 172 00:09:09,200 --> 00:09:12,000 We're like, we're back to what prices on scene since like 3 173 00:09:12,000 --> 00:09:14,680 days. You know what? 174 00:09:15,960 --> 00:09:18,040 Go ahead. I I it's nothing to do with 175 00:09:18,040 --> 00:09:22,000 macro. The the the the the the dollar 176 00:09:22,000 --> 00:09:23,640 is lower. Point yields are low. 177 00:09:23,920 --> 00:09:26,600 So like everything around macro pointed to like just a pretty 178 00:09:26,600 --> 00:09:30,280 quiet open. What I would say is after 179 00:09:30,280 --> 00:09:35,320 Thanksgiving, markets do go a little bit quieter in terms of 180 00:09:35,840 --> 00:09:38,960 volatility, sorry, in terms of volume, Yeah. 181 00:09:38,960 --> 00:09:40,760 And that leads to like more volatility. 182 00:09:41,280 --> 00:09:44,920 So like some of the biggest sell offs we've ever seen over the 183 00:09:44,920 --> 00:09:49,360 last five years have happened in December, even though they're 184 00:09:49,360 --> 00:09:55,200 often very, very good months. And that's just because fewer 185 00:09:55,200 --> 00:10:00,360 traders, fewer decision makers and and that can lead to drama. 186 00:10:00,360 --> 00:10:02,240 So I don't know if that's this, but I would I would be 187 00:10:02,240 --> 00:10:05,560 unsurprised if you start to see a bit more volatility into year 188 00:10:05,560 --> 00:10:08,120 end. The other thing he started 189 00:10:08,120 --> 00:10:09,120 rallying again. Well. 190 00:10:10,240 --> 00:10:12,480 That's I was going to say this morning, I literally my next 191 00:10:12,480 --> 00:10:14,040 stop. I was about to follow up on 192 00:10:14,040 --> 00:10:14,480 that. Yeah. 193 00:10:16,200 --> 00:10:17,800 Be query that we're about to dump that. 194 00:10:18,600 --> 00:10:20,080 Was going to be my follow up question. 195 00:10:20,720 --> 00:10:24,520 The moment you see oh east side outperform again it's like bam 196 00:10:24,960 --> 00:10:28,720 whole market taken out. So that is a tried and tested 197 00:10:28,720 --> 00:10:31,360 method for the last 12 months in my dude. 198 00:10:31,600 --> 00:10:33,920 I just texted a homie of mine who I know. 199 00:10:33,920 --> 00:10:35,800 The poor I don't know. I mean he loves pain. 200 00:10:35,800 --> 00:10:37,280 I've been trying the time to stop. 201 00:10:37,280 --> 00:10:38,920 He's been holding Ethan's forever. 202 00:10:38,920 --> 00:10:40,960 Which by the way is like the worst trade ever because you're 203 00:10:41,480 --> 00:10:43,840 wasting up cost and like paying funding for no reason. 204 00:10:44,200 --> 00:10:47,800 I've been begging him to close along for being 3500 this 205 00:10:47,800 --> 00:10:48,840 morning. Like, oh, here we go. 206 00:10:49,360 --> 00:10:55,680 And then I swear to, I swear to God, not 30 seconds later, 940 207 00:10:55,680 --> 00:11:00,600 AM time stamp, I go, There we go, 3500 and I think the dump 208 00:11:00,600 --> 00:11:07,280 was 9:42 AM Fantastic. It's comical at this stage. 209 00:11:07,480 --> 00:11:11,840 You never trust me. You you could never trust 210 00:11:11,880 --> 00:11:12,440 either. I saw you. 211 00:11:12,440 --> 00:11:15,040 I posted this stuff by the way, we're live on video as usual. 212 00:11:15,040 --> 00:11:16,800 You know the vibes. We host this show on video five 213 00:11:16,800 --> 00:11:18,000 days a week. Check us out. 214 00:11:18,000 --> 00:11:20,760 We posted the broadcast thing, but the time signs just checks 215 00:11:20,760 --> 00:11:23,920 out right? Like it's just right there 3500 216 00:11:24,760 --> 00:11:29,000 and you can't catch or break. So at some point we'll get 217 00:11:29,000 --> 00:11:30,440 there. So macro wise you said we're 218 00:11:30,440 --> 00:11:31,600 clear, right? There's not much. 219 00:11:31,600 --> 00:11:34,320 There's like 1 little thing we're waiting on and that's it. 220 00:11:35,200 --> 00:11:36,720 They're just coming for liquidations it seems. 221 00:11:36,720 --> 00:11:40,680 I just saw it on Wizards page. Yeah, I mean. 222 00:11:40,800 --> 00:11:43,520 There's nothing. There's nothing other than the 223 00:11:43,520 --> 00:11:45,080 fact that Sailor was the one buying. 224 00:11:45,480 --> 00:11:48,040 There's nothing that points to me that like we're in some. 225 00:11:50,440 --> 00:11:53,560 Yeah, nothing major. Yeah, I was I was looking at 226 00:11:53,560 --> 00:11:54,520 that. He was saying just come. 227 00:11:54,600 --> 00:11:58,000 It's just like some typical like liquidations wash out And I saw 228 00:11:58,000 --> 00:12:01,200 this other guy. Was it Eugene, not the DWF 1, 229 00:12:01,320 --> 00:12:04,480 the other Eugene Ng He's got to change his name now on the ex. 230 00:12:04,480 --> 00:12:06,080 Just thought about that. This guy should probably like 231 00:12:06,080 --> 00:12:08,520 rebrand himself to like an alt name. 232 00:12:08,520 --> 00:12:11,560 I don't know, anyways, I don't like imagine your Twitter handle 233 00:12:11,560 --> 00:12:12,800 is like the same handle as the other dude. 234 00:12:12,960 --> 00:12:15,720 Oh shit. But I mean, it's not his fault. 235 00:12:15,720 --> 00:12:17,560 That's what he's born as. Anyways. 236 00:12:17,560 --> 00:12:19,520 For me, he was like, he made a tweet this morning saying like, 237 00:12:19,600 --> 00:12:21,000 and like 10 minutes later we dumped. 238 00:12:21,000 --> 00:12:24,400 So he was right. It was like sailor bidding and 239 00:12:24,400 --> 00:12:26,960 100K failing to break out. We're probably going to dip 240 00:12:26,960 --> 00:12:28,440 here. Like with even with the bid, 241 00:12:28,440 --> 00:12:29,960 like we failed to like go higher. 242 00:12:29,960 --> 00:12:33,080 And he was saying like, we're bound to have a little move 243 00:12:33,440 --> 00:12:35,320 lower here. So OK, so we'll see what happens 244 00:12:35,320 --> 00:12:36,880 there. Look Solano definitely like took 245 00:12:36,880 --> 00:12:40,640 a big hit as well on the back of Bitcoin dumping that kiss 230. 246 00:12:40,760 --> 00:12:43,040 Whoa, that was a crazy liquidation wig. 247 00:12:43,320 --> 00:12:46,200 That's a you can tell man though they haunted on this one. 248 00:12:46,520 --> 00:12:48,720 Check this one out. Wow. 249 00:12:49,640 --> 00:12:51,200 Yeah. Makes. 250 00:12:51,240 --> 00:12:54,360 Sense they went hunting here it's already being filled. 251 00:12:54,360 --> 00:12:57,000 Obviously I don't know on the way up or down this stage, but 252 00:12:57,360 --> 00:13:01,720 so I went all the way up to 34 back now up to 240 from a 250. 253 00:13:01,720 --> 00:13:05,720 So that's that's a that's a crazy dump there. 254 00:13:05,840 --> 00:13:09,440 E is holding a 3400 and this what about the top movers this 255 00:13:09,440 --> 00:13:10,080 weekend? What are we? 256 00:13:10,080 --> 00:13:12,480 What are we looking like? Mando, anything that's on your 257 00:13:12,480 --> 00:13:14,200 radar? I saw you make a tweet yesterday 258 00:13:14,200 --> 00:13:17,320 about your coins. Yeah, apart from like mid tier 259 00:13:18,480 --> 00:13:22,720 memes, I would say it wasn't your regular bunch again, it's 260 00:13:22,720 --> 00:13:26,720 been these it's been other alt coins like the gaming sector had 261 00:13:26,720 --> 00:13:31,600 to go OK weekend sandbox like a lot of these metaverse coins did 262 00:13:31,600 --> 00:13:35,000 well like randomly out of nowhere like Decentraland and 263 00:13:35,000 --> 00:13:38,800 sandbox and and ape and a few of the others. 264 00:13:40,960 --> 00:13:42,880 There was nothing really to point to that. 265 00:13:42,960 --> 00:13:48,680 It was just just happened and then some, yeah, there's some 266 00:13:48,760 --> 00:13:53,320 like XRPS seems to be like relatively strong, like weird 267 00:13:53,320 --> 00:13:55,200 coins. I would say coins that like you 268 00:13:55,200 --> 00:13:58,400 haven't no one's really been paying attention to for a while 269 00:13:58,400 --> 00:14:02,000 if you're part of like the core CT community. 270 00:14:04,040 --> 00:14:06,880 Yeah, it's, it's, we'll see where that goes. 271 00:14:06,880 --> 00:14:08,960 But look, it looks like where we at now. 272 00:14:08,960 --> 00:14:11,440 Like I mean it's funny yesterday like Sandbox out of nowhere had 273 00:14:11,440 --> 00:14:16,200 like 100% day and when that caused that, but maybe all the 274 00:14:16,200 --> 00:14:21,040 signs were there proper rotation right from Bitcoin to to alts to 275 00:14:21,040 --> 00:14:23,840 memes to just to to fucking metaverse. 276 00:14:25,000 --> 00:14:27,640 Maybe the signs were there when decentralizing Sandbox went up 277 00:14:27,640 --> 00:14:30,160 like 2X and then this morning ETH was pumping. 278 00:14:30,160 --> 00:14:32,240 Maybe we should have known that the move. 279 00:14:33,520 --> 00:14:35,520 Said to myself this morning, we're going to dump because 280 00:14:35,520 --> 00:14:40,600 yeah, I wrote it in the and I was like, we're going to. 281 00:14:42,240 --> 00:14:44,880 Stop. It's so funny it it's people 282 00:14:44,880 --> 00:14:46,520 will say we're just hitting uneath, but we're not it's like 283 00:14:46,520 --> 00:14:48,000 it's just like such a meme at this stage. 284 00:14:48,000 --> 00:14:52,080 It's like it's too powerful. The memes are too powerful. 285 00:14:52,080 --> 00:14:54,400 Anyways, Tyler, let's just go on to you and let's see because you 286 00:14:54,400 --> 00:15:03,920 got a lot to talk about today. So let's see what Tyler's. 287 00:15:05,600 --> 00:15:09,880 Got my top story from the weekend. 288 00:15:09,880 --> 00:15:13,920 Binance has published a research paper about the AI crypto sector 289 00:15:13,920 --> 00:15:17,800 and its future highlighted GOAT, the Virtuals Protocol and Dows 290 00:15:17,880 --> 00:15:20,560 dot Fun. In a signal of increasing 291 00:15:20,560 --> 00:15:24,760 interest in this sector, we covered a lot of the bullish the 292 00:15:24,760 --> 00:15:27,120 macro headlines with Mando. The Bitcoin ETS bought more than 293 00:15:27,120 --> 00:15:30,240 10X the amount of Bitcoin mined in the past week. 294 00:15:30,240 --> 00:15:33,960 That was a pretty shocking stat. MicroStrategy about their 5.4 295 00:15:33,960 --> 00:15:37,480 billion Trump nominated pro crypto Scott Bisset I think 296 00:15:37,480 --> 00:15:40,760 notably Teresa Cohen who was one of the leading candidates for 297 00:15:40,760 --> 00:15:43,160 the SEC chair position. She made her statement on Friday 298 00:15:43,440 --> 00:15:47,000 make crypto great again and a potential positive sign if she 299 00:15:47,000 --> 00:15:50,280 is chosen for that position. We saw Coinbase become a sponsor 300 00:15:50,280 --> 00:15:53,520 of the LA Clippers and token AirDrop and protocol news Magic 301 00:15:53,520 --> 00:15:55,640 Eden announced the Emmy token AirDrop folks it's coming 302 00:15:55,640 --> 00:15:58,840 December 10th. That is 2 weeks from tomorrow. 303 00:15:59,080 --> 00:16:02,240 Hopefully a nice little STEMI there Wasabi shout to the homies 304 00:16:02,240 --> 00:16:04,560 Wasabi. They added wrecked staking and 305 00:16:04,560 --> 00:16:08,520 up to 3X leverage after wrecked launched on Friday pump font 306 00:16:08,520 --> 00:16:11,280 facing some wide backlash over streaming content. 307 00:16:11,280 --> 00:16:14,400 Meanwhile, it looks like they're at all time highs and coins 308 00:16:14,400 --> 00:16:18,000 launched and here in the last week, so people still very 309 00:16:18,000 --> 00:16:20,680 actively using the platform in memes. 310 00:16:20,680 --> 00:16:23,560 NFTS dosh hit a new three-year high over the weekend. 311 00:16:23,560 --> 00:16:27,360 They hit $0.48 back down here this morning. 312 00:16:27,560 --> 00:16:30,640 Meme coin majors are starting to flip green that are are are 313 00:16:30,640 --> 00:16:32,720 flipping red. They were green this morning. 314 00:16:32,960 --> 00:16:36,720 It looks like bonk and with are leading with got the Robin Hood 315 00:16:36,720 --> 00:16:39,800 listings up 5% on the back of that. 316 00:16:40,080 --> 00:16:42,560 This justice for peanut token was the top move of the day. 317 00:16:42,560 --> 00:16:46,680 It ran to 150 million overnight. It's since pulled back about 318 00:16:46,680 --> 00:16:48,640 50%. That seems to be the new theme. 319 00:16:48,640 --> 00:16:52,600 We're getting one major new daily runner per day hitting 320 00:16:52,600 --> 00:16:56,080 that 50 to $60 million range. We saw KC Mustard Quant here in 321 00:16:56,080 --> 00:16:59,320 the past several days. Frick another top runner up to 322 00:16:59,320 --> 00:17:03,520 20 million here this morning. Terry was a big winner in the in 323 00:17:03,520 --> 00:17:06,359 this new I'm calling meme characters sector. 324 00:17:06,480 --> 00:17:08,520 It's up 16X in the past three or four days. 325 00:17:08,520 --> 00:17:12,520 Also selling off this morning over an AI this Quasar and in 326 00:17:12,520 --> 00:17:14,800 the WAFU token were the big movers. 327 00:17:15,599 --> 00:17:19,560 Although the AI majors goat zero bro mostly chopped over the 328 00:17:19,560 --> 00:17:24,400 weekend and NFTS mostly green. Basically chopping on the week. 329 00:17:24,400 --> 00:17:28,319 Punks are at 37.7. The Bitcoin NFT leaders were 330 00:17:28,319 --> 00:17:31,240 were green on the day. Puppets are hanging out at .15 331 00:17:31,240 --> 00:17:34,080 mostly chopping on the week. Runes leaders also kind of 332 00:17:34,080 --> 00:17:36,840 chopping right now. Dog lean the way at 760, pups at 333 00:17:36,840 --> 00:17:39,560 2:50. Then pudgy Penguins shout out 334 00:17:39,640 --> 00:17:41,400 pudgy toys. Re UPS for another year at 335 00:17:41,400 --> 00:17:45,480 Walmart entering season 3, so shout out to the Pudgies. 336 00:17:46,920 --> 00:17:49,400 You know, pudgy pudgy, one of our top, you know, headline 337 00:17:49,400 --> 00:17:52,600 partners for for Art Basel Miami, which schedule is meant 338 00:17:52,600 --> 00:17:53,960 to go live? I think after the show. 339 00:17:53,960 --> 00:17:56,520 So you guys will see that, but you'll come get your toys at the 340 00:17:56,520 --> 00:17:58,400 art house in Miami. We have a whole pudgy day going 341 00:17:58,400 --> 00:18:01,440 on on on December 7th, so it'll be good. 342 00:18:01,440 --> 00:18:03,600 Wow, what a wake on Bitcoin. We're pumping baby. 343 00:18:03,600 --> 00:18:06,360 By the way, Hi, Eric EB seven choice to love. 344 00:18:06,520 --> 00:18:09,840 Huge fan of yours. This motherfucker yesterday 345 00:18:09,840 --> 00:18:11,960 night. He's like, yo, can someone put a 346 00:18:11,960 --> 00:18:15,440 bet on for me? I don't have a robot account. 347 00:18:15,680 --> 00:18:17,440 I'm like sure. And he was like, just sent you 348 00:18:17,440 --> 00:18:19,880 $9000, put it all in on the Eagles. 349 00:18:21,720 --> 00:18:23,120 I'm like, okay, it's not my money. 350 00:18:23,120 --> 00:18:24,520 And the guy hit like 20 grand on that. 351 00:18:24,520 --> 00:18:26,960 So Gigis, I just sent him his money back this morning. 352 00:18:26,960 --> 00:18:31,080 I was like, okay, I've never had that. 353 00:18:31,080 --> 00:18:32,760 It happens. Like can someone just give me a 354 00:18:32,760 --> 00:18:33,920 wallet address? I'll send you some. 355 00:18:33,920 --> 00:18:35,920 I said he wanted to put like a two $300.00 bet on this. 356 00:18:35,920 --> 00:18:38,880 This is like I'll just send you 9 K OK Anyways, Congrats, 357 00:18:39,200 --> 00:18:42,320 Congrats on that. All right, Tyler, back-to-back 358 00:18:42,320 --> 00:18:44,720 to business. Back to definitely there was 359 00:18:44,720 --> 00:18:47,040 some some long separations though, because let me show you 360 00:18:47,040 --> 00:18:51,520 this candle on Bitcoin. Look at that, look at that. 361 00:18:51,520 --> 00:18:54,320 So we're looking like we're still back and I want to start 362 00:18:54,320 --> 00:18:56,960 with the AI stuff and I'm going to start with. 363 00:19:01,200 --> 00:19:03,760 Maybe I can get a quick overview of the Binance paper and then we 364 00:19:03,760 --> 00:19:05,720 can I think it's kind of saying into what you. 365 00:19:05,800 --> 00:19:07,480 Distracted me. I'm sorry. 366 00:19:08,080 --> 00:19:09,440 Yeah. You start with that and then I 367 00:19:09,440 --> 00:19:12,840 have a question for for you both and specifically for Mando. 368 00:19:13,400 --> 00:19:16,320 So I, I think to, to set this up, we've been talking more and 369 00:19:16,320 --> 00:19:19,400 more about the, these AI coins. I've been kind of labeling them 370 00:19:19,520 --> 00:19:22,040 them as meme coins, but I think Mando started mentioning that 371 00:19:22,040 --> 00:19:24,320 this feels more and more like its own sector. 372 00:19:24,320 --> 00:19:26,600 I don't think meme coins is the right word. 373 00:19:27,000 --> 00:19:29,320 And we're starting to see different, you know, components 374 00:19:29,320 --> 00:19:32,360 of theirs of this sector in AI. So you have pure AI meme coins, 375 00:19:32,640 --> 00:19:35,680 you've got your agents and then you've got infrastructure. 376 00:19:35,680 --> 00:19:37,800 That's kind of the three big buckets that I'm thinking about 377 00:19:37,800 --> 00:19:41,720 it. That mirrors how finance set up 378 00:19:41,720 --> 00:19:44,760 their research paper a bit. So they published it over the 379 00:19:44,760 --> 00:19:47,960 weekend. It's talking about three key 380 00:19:47,960 --> 00:19:51,560 areas of this AI sector. They, they covered GOAT and the 381 00:19:51,560 --> 00:19:54,880 truth terminal in the more of your, your broader meme coin 382 00:19:54,880 --> 00:19:56,600 sector. And they talk about how this is 383 00:19:56,600 --> 00:19:59,400 kind of explaining how AI agents are becoming your cultural 384 00:19:59,400 --> 00:20:02,960 trends. And can spark economic shifts. 385 00:20:03,200 --> 00:20:06,640 They talked about virtuals, the platform where you can launch AI 386 00:20:06,640 --> 00:20:09,840 agents, how users can actually use that. 387 00:20:10,520 --> 00:20:14,080 And there's a new potential trend here for the the launching 388 00:20:14,080 --> 00:20:17,560 of AI agents at scale. And they also talked about 389 00:20:17,560 --> 00:20:21,440 dowels dot funk and having decentralized investment groups 390 00:20:21,440 --> 00:20:25,600 here in the AI sector. They also covered AI16Z, the 391 00:20:25,600 --> 00:20:29,880 leading hedge fund, though AI16Z has been embroiled in some drama 392 00:20:29,880 --> 00:20:33,160 here over the past week. I I thought it was a pretty 393 00:20:33,160 --> 00:20:36,480 important signal, you know, to, to see this coming from Binance. 394 00:20:36,480 --> 00:20:38,480 Clearly, they are starting to look at this. 395 00:20:38,480 --> 00:20:42,480 They name dropped several of the leading tokens in the research 396 00:20:42,480 --> 00:20:47,240 paper and we can get into this more, but I feel like, you know, 397 00:20:47,240 --> 00:20:51,640 my, my personal read is this is the sector to focus on right now 398 00:20:51,640 --> 00:20:54,400 and there's a lot of areas to win right now in this market. 399 00:20:54,400 --> 00:20:57,240 I I think this is arguably the one the most right for 400 00:20:57,240 --> 00:21:01,960 opportunity. Yeah, totally love that. 401 00:21:01,960 --> 00:21:03,680 What do you guys, what did you think of that research paper, 402 00:21:03,680 --> 00:21:04,360 man? Did you read it? 403 00:21:05,840 --> 00:21:08,320 I read it. It was more a summary I would 404 00:21:08,320 --> 00:21:10,760 say, rather than like. Sure. 405 00:21:11,520 --> 00:21:14,400 Yeah, it was like, it was by banners research, but it was, it 406 00:21:14,400 --> 00:21:16,680 was probably like 1000 words. It wasn't like crazy. 407 00:21:18,480 --> 00:21:23,120 But yeah, it's interesting that they're like this AI is number 408 00:21:23,120 --> 00:21:25,200 one for mindshare, right? It's been #1 for mindshare for 409 00:21:25,200 --> 00:21:29,280 actually quite a long time on on Tai 2. 410 00:21:29,720 --> 00:21:34,280 Now, you might call some of those coins memes like goat fart 411 00:21:34,280 --> 00:21:37,160 coin. They're more like meme like. 412 00:21:37,640 --> 00:21:42,600 But a lot of this is AI agents and I've said this so many 413 00:21:42,600 --> 00:21:44,960 times, like I just, I just don't think you should be fading this. 414 00:21:44,960 --> 00:21:52,880 Like I think I think there's stuff happening and I agree that 415 00:21:52,880 --> 00:21:54,920 like it's because it's so nascent, you can also like 416 00:21:54,960 --> 00:21:59,880 really get cut up badly. It's also people who aren't 417 00:21:59,880 --> 00:22:02,320 crypto native coming into the space and doing things, which is 418 00:22:02,320 --> 00:22:06,360 often which has led to a bunch of different issues with like 419 00:22:06,360 --> 00:22:09,400 the AI16Z guys, for example, and a few other projects like that. 420 00:22:09,400 --> 00:22:12,080 These guys are not crypto devs by any means. 421 00:22:12,480 --> 00:22:16,600 And that's caused some some like rugs, so to speak. 422 00:22:18,200 --> 00:22:22,440 But I do think, yeah, that that this is what retailers saying 423 00:22:22,440 --> 00:22:23,640 they're interested in investing in. 424 00:22:24,000 --> 00:22:27,440 And so I think it's worth you spending time to look at what 425 00:22:27,440 --> 00:22:29,720 they're investing in. We were, we were chatting with, 426 00:22:30,120 --> 00:22:31,560 yeah, I was starting with Broke before the show. 427 00:22:31,760 --> 00:22:33,720 I think what's happening specifically like in the AI 428 00:22:33,720 --> 00:22:36,440 agents and perhaps in infrastructure, there's a lot of 429 00:22:36,440 --> 00:22:38,960 similarities to the ICO boom where you're getting these 430 00:22:38,960 --> 00:22:42,200 tokens launched. It's pretty fair, like they are 431 00:22:42,200 --> 00:22:44,120 fair launches. A lot of them are happening on 432 00:22:44,120 --> 00:22:49,440 Pump Fun or platforms like waifu and anyone can get in on the 433 00:22:49,440 --> 00:22:53,120 ground floor. And we're seeing so many of 434 00:22:53,120 --> 00:22:56,600 these, you know, come out in the two to $5,000,000 range and a 435 00:22:56,600 --> 00:23:00,320 lot of them at least have a shot to go to like that 20 to 40. 436 00:23:00,320 --> 00:23:02,760 And then, of course, some of head winners and gone beyond 437 00:23:02,760 --> 00:23:06,640 that as well. I don't think it's slowing down. 438 00:23:07,480 --> 00:23:10,360 And I think you nailed the risk. Like I've already, you know, 439 00:23:10,480 --> 00:23:14,120 been involved in a couple of these that have rubbed of 440 00:23:14,120 --> 00:23:16,200 chasing, you know, these new, these new tokens. 441 00:23:16,200 --> 00:23:19,160 It's it's we're seeing more and more folks kind of spitting up a 442 00:23:19,160 --> 00:23:21,880 white paper, making it seem like a somewhat legit. 443 00:23:21,880 --> 00:23:25,240 Property like the NFP of 20/24/2020. 444 00:23:25,240 --> 00:23:29,240 One, I'm not aware, but I think the the upside is still 445 00:23:29,240 --> 00:23:31,960 outweighing those those risks by far. 446 00:23:32,720 --> 00:23:36,840 So here's my question that I I had was going to text Mendel 447 00:23:36,840 --> 00:23:38,760 that question last night and I was like, you know what, I'm 448 00:23:38,760 --> 00:23:43,760 going to ask Mendel on the show. So I bought some goat this 449 00:23:43,760 --> 00:23:49,760 weekend that's why I dumped. And sorry guys, I may have like 450 00:23:49,760 --> 00:23:52,360 topped this weekend but it's like I'll just buy more. 451 00:23:52,400 --> 00:23:57,240 I'll just double down here to lower my average even though I 452 00:23:57,240 --> 00:24:00,320 have a question. Is this not all like starting to 453 00:24:00,320 --> 00:24:03,760 sound a little mid curve to you guys like this whole AI thing? 454 00:24:04,240 --> 00:24:06,000 I'm not, I'm not, I'm not knocking it. 455 00:24:06,000 --> 00:24:07,800 I do believe in it. I do think it's great. 456 00:24:07,960 --> 00:24:10,120 But personally I haven't taken big trades in the AI though I 457 00:24:10,120 --> 00:24:11,640 like swinging and you guys both know that. 458 00:24:11,640 --> 00:24:15,680 Like I, I take big trades a lot. But has this thing not become a 459 00:24:15,680 --> 00:24:17,960 little too mid curve for you? Like I hear a threat guy going 460 00:24:17,960 --> 00:24:20,240 through his whole like philosophical fucking spills and 461 00:24:20,240 --> 00:24:23,520 thing and obsessing over it and then Frank Degas writing a 462 00:24:23,520 --> 00:24:26,720 fucking 10,000 word piece on AI and then fucking this guy. 463 00:24:26,920 --> 00:24:30,560 Like is this not like over complicated the whole purpose of 464 00:24:30,560 --> 00:24:32,680 this meme coin thing? Like it's just a fucking meme. 465 00:24:32,800 --> 00:24:35,560 Like for me, fartcoin makes sense, doesn't mean, but like 466 00:24:35,560 --> 00:24:36,880 your gold play, for example, Mando. 467 00:24:36,880 --> 00:24:40,160 My question too straight up is like it does sometimes I hear 468 00:24:40,160 --> 00:24:42,200 you guys speak about this, both of you, by the way, like I'm 469 00:24:42,200 --> 00:24:45,120 like, damn, this sounds mid curve to me and I'm a holder. 470 00:24:45,280 --> 00:24:49,520 So I'm asking as someone who has the coin, does this not sound 471 00:24:49,520 --> 00:24:52,120 mid curve to you guys? When you're like, oh this is the 472 00:24:52,120 --> 00:24:56,440 thing cusp of revolutionary AIAGI is. 473 00:24:56,480 --> 00:24:57,600 Does that sound mid curve to you? 474 00:24:58,400 --> 00:25:03,160 So I think you're 100% right, I think, but I don't This is why 475 00:25:03,160 --> 00:25:05,320 I've been kind of critical of some coins and not others, 476 00:25:05,320 --> 00:25:12,360 because I think there is, there's two different, there is 477 00:25:12,360 --> 00:25:15,960 a lot of right now, I wouldn't say it's grifting, but there's a 478 00:25:15,960 --> 00:25:18,960 lot of people who are believing that they are in, they somehow 479 00:25:18,960 --> 00:25:23,160 own these LLMS and like that they are investing in the future 480 00:25:23,160 --> 00:25:30,080 of AI by owning AAI coin. So like you'll be like, well, 481 00:25:30,080 --> 00:25:33,440 this LLM is better than that LLM or this AI agent is better than 482 00:25:33,440 --> 00:25:35,080 that AI agent. Therefore I should own that 483 00:25:35,080 --> 00:25:38,440 coin, right? And then when you try and say to 484 00:25:38,440 --> 00:25:42,720 somebody who let's say you try to tell at Thanksgiving, like, 485 00:25:42,720 --> 00:25:45,120 oh, why should you buy? Yes, exactly. 486 00:25:45,920 --> 00:25:50,840 Or why should you buy zero bro? Or why should you buy Luna? 487 00:25:51,920 --> 00:25:55,080 You're saying, well, you know, because it's cool and like, you 488 00:25:55,080 --> 00:25:57,760 know, people listening to it like why you buying the coin? 489 00:25:58,120 --> 00:26:03,280 Like why do you own the the bot? No, do you do you have any 490 00:26:03,280 --> 00:26:06,000 utility from it? No, So it's just kind of like 491 00:26:06,200 --> 00:26:09,000 it's like AI research, but people are convincing themselves 492 00:26:09,000 --> 00:26:11,600 they're actually AI equity holders and they're not. 493 00:26:13,360 --> 00:26:15,520 But I think there's quite a big difference between that and This 494 00:26:15,520 --> 00:26:18,000 is why I keep on saying the meme category of it, right. 495 00:26:18,480 --> 00:26:21,360 GOAT wasn't that you don't actually own the truth terminal 496 00:26:21,760 --> 00:26:25,000 token, right? What you own is some AI agent 497 00:26:25,000 --> 00:26:27,440 that wasn't involved in crypto, right? 498 00:26:27,640 --> 00:26:32,800 Wasn't involved in crypto, was just that something set up got X 499 00:26:32,800 --> 00:26:34,920 account, got obsessed with a meme. 500 00:26:35,680 --> 00:26:39,800 Got obsessed with a meme, did get some funding from from 501 00:26:40,200 --> 00:26:43,640 Andreessen, but then only after about six months of being 502 00:26:43,640 --> 00:26:46,520 obsessed with this meme, he was like, I need to create a meme 503 00:26:46,520 --> 00:26:50,320 coin to promote the promote this meme. 504 00:26:50,880 --> 00:26:53,000 And that's how GOAT was formed, right? 505 00:26:53,400 --> 00:26:56,680 And similarly, Fartcoin is created by the same agent for. 506 00:26:56,680 --> 00:27:01,400 So like Fartcoin has got exactly the same story but it's just it 507 00:27:01,400 --> 00:27:04,520 came after GOAT, OK. For. 508 00:27:05,120 --> 00:27:10,440 Me when I, I am very, very, very bullish that on AI agents and 509 00:27:10,440 --> 00:27:13,240 crypto. And I think that AI agents will 510 00:27:13,280 --> 00:27:17,160 outnumber the number of human users of crypto in the next few 511 00:27:17,160 --> 00:27:19,240 years. Like I think we're going to have 512 00:27:19,240 --> 00:27:24,560 hundreds of millions of them. And I think the provenance of 513 00:27:24,800 --> 00:27:28,360 this first AI money token is really in the meme. 514 00:27:29,240 --> 00:27:32,240 It's not in the I think I own an LLMI. 515 00:27:32,240 --> 00:27:35,280 Think that's the mid curve bit of it, because I think people 516 00:27:35,400 --> 00:27:38,320 are convincing themselves that these are utility plays and 517 00:27:38,320 --> 00:27:41,040 there's some vague like, oh, the token will be used in the future 518 00:27:41,760 --> 00:27:44,920 and they aren't. So like I'm much more bullish on 519 00:27:44,920 --> 00:27:48,800 and I even said this to you for like shock us as a meme around 520 00:27:49,000 --> 00:27:51,840 AI. I'm bullish on far coin being 521 00:27:51,960 --> 00:27:56,960 the 1st meme selected by an AI agent alongside GOAT, right? 522 00:27:57,200 --> 00:27:59,920 And these one, these weren't created, but it was like some AI 523 00:27:59,920 --> 00:28:01,960 researcher came in and said, Hey, I want to make a buck, 524 00:28:02,400 --> 00:28:04,120 right? I'm going to make a coin which 525 00:28:04,120 --> 00:28:07,160 you guys will all buy because I've got the best AI LM. 526 00:28:07,280 --> 00:28:09,360 That's not what happened. He didn't come in. 527 00:28:09,360 --> 00:28:10,760 He didn't even know anything about crypto. 528 00:28:11,600 --> 00:28:16,320 He just started making an agent. And then so that's, and I, but I 529 00:28:16,320 --> 00:28:21,520 also think we are early enough in the cycle that being mid 530 00:28:21,520 --> 00:28:25,400 curve actually can get you quite far. 531 00:28:25,560 --> 00:28:28,760 And I know that's a weird thing to say, but like, I think people 532 00:28:28,760 --> 00:28:31,960 are coming in here and they want to invest in AI because they 533 00:28:31,960 --> 00:28:33,280 haven't been able to invest in AI. 534 00:28:33,800 --> 00:28:35,920 And I think some of these more mid curve narratives, like 535 00:28:36,240 --> 00:28:38,200 gaming was a mid curve narrative. 536 00:28:38,480 --> 00:28:41,760 The, the P2E coins were mid curve narratives and actually 537 00:28:41,760 --> 00:28:45,040 Infinity went to 40 billion. What I'm trying to think there's 538 00:28:45,040 --> 00:28:47,240 a time and a place for a mid curve narrative and at the start 539 00:28:47,240 --> 00:28:51,040 of a bull run, sometimes people convince themselves that utility 540 00:28:51,040 --> 00:28:53,400 math is going to work. They convince themselves they're 541 00:28:53,400 --> 00:28:56,400 investing in the future of the metaverse that they're resting 542 00:28:56,400 --> 00:29:00,600 in the future of. I know like finance with Defy 543 00:29:00,800 --> 00:29:03,280 and right now they think they're investing in the future of AI. 544 00:29:03,840 --> 00:29:07,440 And these coins can also just go to many billions. 545 00:29:08,160 --> 00:29:12,040 And I don't think this is the time of in the market to fade 546 00:29:12,040 --> 00:29:16,560 that too. What do you think, Tyler here? 547 00:29:16,560 --> 00:29:18,760 I mean it must be this music to your ears with the fart coin 548 00:29:18,760 --> 00:29:20,360 stuff. It's hard to call that up. 549 00:29:20,600 --> 00:29:23,200 He loves it, dude. He every time we say fart coin, 550 00:29:23,200 --> 00:29:24,800 by the way, Mando, It's funny because that's the one coin I 551 00:29:24,800 --> 00:29:26,440 never owned. Ironically, I just like it a 552 00:29:26,440 --> 00:29:28,480 lot. But Tyler smiles. 553 00:29:28,480 --> 00:29:31,360 You see this smirk on this? What do you think? 554 00:29:31,600 --> 00:29:33,640 Well, Mando said that pretty eloquently. 555 00:29:33,920 --> 00:29:37,920 I think what's nice about GOAT is I think you can like for me 556 00:29:37,920 --> 00:29:42,000 the the simple simple thesis is it is the AI token that launched 557 00:29:42,000 --> 00:29:45,320 the sector. And I think a lot of like mid 558 00:29:45,320 --> 00:29:48,320 curve theses require like paragraphs of explanation. 559 00:29:48,320 --> 00:29:50,960 And I think Neil Mando explained in in good depth why he's 560 00:29:50,960 --> 00:29:52,000 bullish. But I think you could also 561 00:29:52,000 --> 00:29:55,000 summarize it much more succinctly than that. 562 00:29:55,120 --> 00:29:57,240 I think where that the bubble is happening right now is 563 00:29:57,240 --> 00:29:59,560 definitely in the agents, perhaps in the infrastructure, 564 00:29:59,960 --> 00:30:02,040 but I think the bubble gets much, much bigger. 565 00:30:02,920 --> 00:30:05,560 But we're seeing it. And I think when they run too 566 00:30:05,560 --> 00:30:08,920 high, that's when like at least for me, I started to think, OK, 567 00:30:08,920 --> 00:30:12,880 so I'll take an example like this Lola bot caught fire this 568 00:30:12,880 --> 00:30:15,960 past weekend ran like 4045 million. 569 00:30:15,960 --> 00:30:18,640 She it was having some success with trades. 570 00:30:19,240 --> 00:30:22,840 I think Ansaman touted it, but like if you look at it like it 571 00:30:22,840 --> 00:30:27,360 made like $4000 and it was doing like micro trades and like is it 572 00:30:27,360 --> 00:30:31,120 is an AI trading agent that's made $4000 worth of $40 million 573 00:30:31,680 --> 00:30:34,040 evaluation. Like probably not, right? 574 00:30:34,160 --> 00:30:36,840 Like and maybe like that's a sign to sell. 575 00:30:37,160 --> 00:30:38,720 I don't know. I couldn't go higher from here. 576 00:30:38,720 --> 00:30:40,920 Like, of course, I'm not trying to fund a little specifically. 577 00:30:40,920 --> 00:30:44,320 I think it's a fun AI agent. But I think what it's 578 00:30:44,320 --> 00:30:47,040 highlighting is that's like there's a path where you run 579 00:30:47,040 --> 00:30:50,160 from 2:00 to 40 in just in a matter of a week or two. 580 00:30:50,160 --> 00:30:52,480 And I think we're going to see more and more of these play out 581 00:30:52,480 --> 00:30:54,960 and perhaps then the next, once the bubble gets bigger, maybe 582 00:30:54,960 --> 00:30:56,920 it's two to 100. I don't know. 583 00:30:57,040 --> 00:30:59,280 Like I'm not trying to put tops on on these things. 584 00:30:59,280 --> 00:31:02,480 I think they can all go much, much higher. 585 00:31:03,360 --> 00:31:05,160 Yeah. And also I'm seeing goat number 586 00:31:05,160 --> 00:31:08,000 one on the Binance report is another signal. 587 00:31:08,520 --> 00:31:10,440 Right, right. At this stage, I'm kind of like 588 00:31:10,720 --> 00:31:13,640 my GOAT play is like, Oh yeah, like this me if, if ever like 589 00:31:13,640 --> 00:31:16,280 they start listing these coins like I figured GOAT would be 590 00:31:16,280 --> 00:31:17,960 first to fight. Brian Armstrong was fucking 591 00:31:17,960 --> 00:31:19,480 around with the account early on. 592 00:31:19,480 --> 00:31:21,120 I don't know. I don't know if that means 593 00:31:21,120 --> 00:31:23,400 anything. I don't speculate, but if 594 00:31:23,400 --> 00:31:26,640 anything, it feels like that's the best one to list to the 595 00:31:26,640 --> 00:31:29,760 masses would be like the goat because that's the one also 596 00:31:29,760 --> 00:31:32,480 Ticker's nice, right GOAT like grace of all time, whatever the 597 00:31:32,480 --> 00:31:34,200 fuck. Like it's kind of a good one. 598 00:31:34,200 --> 00:31:35,560 OK, so that was that was my question. 599 00:31:35,560 --> 00:31:37,720 So you guys you guys made me feel better to double down on 600 00:31:37,720 --> 00:31:39,880 the next day. I mean it's I'll buy like 100 601 00:31:39,880 --> 00:31:40,520 million. Can't wait. 602 00:31:41,280 --> 00:31:47,400 And so anyway, so that's the question I had for you guys 603 00:31:47,600 --> 00:31:49,080 regarding that. See Amanda. 604 00:31:50,200 --> 00:31:53,480 And then the other thing is, so I kind of I want to open a 605 00:31:53,480 --> 00:31:55,560 conversation about the pump fun stuff, but maybe we wait for 606 00:31:55,560 --> 00:31:57,560 tomorrow for Mendo because like there's a whole conversation 607 00:31:57,560 --> 00:31:59,320 about that. Should pump fun introduce 608 00:31:59,320 --> 00:32:04,520 content moderation because I listen, I on Friday, I look, I 609 00:32:04,520 --> 00:32:06,600 was in Las Vegas. Shout out to Acorn, shout out to 610 00:32:06,600 --> 00:32:09,720 board APR club, you know, bring me out there was fucking crazy. 611 00:32:09,720 --> 00:32:11,520 I mean, what a weekend. I have some stories for you, but 612 00:32:11,520 --> 00:32:15,320 I don't know if they're good for the record anyways, but that was 613 00:32:15,320 --> 00:32:17,120 that was a great time. But point being is like while I 614 00:32:17,120 --> 00:32:20,320 was away, yeah, at some point I just didn't look at my phone. 615 00:32:20,320 --> 00:32:22,800 I didn't look at any actually, yes, last night was the first 616 00:32:22,800 --> 00:32:25,240 time I look at prices of things in three days. 617 00:32:25,240 --> 00:32:26,640 They're on purpose. I was like, let me just close my 618 00:32:26,640 --> 00:32:29,280 eyes to deck Screener because sometimes it affects my mood 619 00:32:29,280 --> 00:32:31,800 when I'm out of home looking at prices, right? 620 00:32:32,280 --> 00:32:33,880 And it's time. I didn't because it was a $200 621 00:32:33,880 --> 00:32:35,880 million dip on chill guy. They would have been like, you 622 00:32:36,160 --> 00:32:38,560 know, And then I go back home next 450 million again. 623 00:32:39,040 --> 00:32:43,440 But I get home and the pin chat in my boys chat was he's going 624 00:32:43,440 --> 00:32:47,080 to fuck the chicken. And so I clicked on it. 625 00:32:47,080 --> 00:32:51,520 So it brought me back up to the convo and and anyways, I go on 626 00:32:51,520 --> 00:33:00,520 to pictures of, you know, bestiality, anti-Semitism, 627 00:33:01,000 --> 00:33:07,040 people threatening to shoot a fish, some kid threatening to 628 00:33:07,040 --> 00:33:10,040 kill his family. Obviously I don't think these 629 00:33:10,040 --> 00:33:12,600 are serious threats. No, no, I want to. 630 00:33:12,640 --> 00:33:15,200 I'd also don't want to assume the opposite, but there's a 631 00:33:15,200 --> 00:33:17,800 whole conversation right now about pump fun and and caught in 632 00:33:17,800 --> 00:33:19,840 moderation, though I'm not giving an opinion yet. 633 00:33:20,280 --> 00:33:21,840 I don't. I want to go go and inform it 634 00:33:21,840 --> 00:33:26,280 first, but I thought that was an interesting shift of meta this 635 00:33:26,280 --> 00:33:28,480 meta this weekend. Tyler, what the fuck are you 636 00:33:28,560 --> 00:33:29,760 guys? It's hard to avoid. 637 00:33:30,160 --> 00:33:31,760 That is like the elephant in the room right now. 638 00:33:31,760 --> 00:33:35,520 I think an aspect of it that bothers me is that everyone is 639 00:33:35,520 --> 00:33:37,720 posting about it and they're saying like, Oh, this is so 640 00:33:37,720 --> 00:33:40,160 terrible, but they're all engagement farming it. 641 00:33:40,720 --> 00:33:43,520 Like if no one posted about this and no one was was buying the 642 00:33:43,520 --> 00:33:45,080 tokens, it would probably just go away. 643 00:33:46,160 --> 00:33:48,760 But they're doing the opposite. So like they're shining a bigger 644 00:33:48,760 --> 00:33:50,160 light on it. And that's why we're getting 645 00:33:50,160 --> 00:33:52,640 worse and worse stuff by the by the day. 646 00:33:53,920 --> 00:33:55,520 I think streaming is going to is short lived. 647 00:33:55,520 --> 00:33:57,880 I don't think it's got much of AA longer time horizon. 648 00:33:57,880 --> 00:33:59,840 I actually, and this is maybe a conversation for tomorrow. 649 00:34:00,120 --> 00:34:02,720 I started a a conversation with some of the the boys in the chat 650 00:34:02,720 --> 00:34:05,560 of it's like what happens the day pump gets shut down? 651 00:34:06,040 --> 00:34:07,240 Like what does that do to the market? 652 00:34:08,280 --> 00:34:12,280 Like are we going to see like a broad nuke perhaps is it bullish 653 00:34:12,280 --> 00:34:14,560 for the existing coins because perhaps there's a little bit 654 00:34:14,560 --> 00:34:19,080 less dilution coming? I'm fully processed that I want 655 00:34:19,080 --> 00:34:20,480 to. That's an important question. 656 00:34:20,480 --> 00:34:23,560 I think if you're a day trader in this market you need to to 657 00:34:23,560 --> 00:34:28,280 think about because it's non 0. Yeah. 658 00:34:28,280 --> 00:34:31,080 I mean, if anything not shut down by me just like Geo blocked 659 00:34:31,080 --> 00:34:33,760 or some shit, I think that would be the first step. 660 00:34:34,360 --> 00:34:36,400 So is it Geo block is pumped from Geo blocked in the US? 661 00:34:36,840 --> 00:34:39,560 No. It's not I wonder, Hey, it's not 662 00:34:39,560 --> 00:34:42,880 your block to here either. But anyways, I I was just 663 00:34:42,880 --> 00:34:45,639 curious about that. But OK, so that so sleep on that 664 00:34:45,639 --> 00:34:48,560 thought that and let's talk about it tomorrow with Mendo and 665 00:34:48,560 --> 00:34:50,960 and everybody maybe can start following y'all's opinions for 666 00:34:50,960 --> 00:34:53,480 that for for the chat. Anyways, Tyler, what else did 667 00:34:53,480 --> 00:34:57,760 you have as top news here today? Yeah, I mean, I think most of 668 00:34:57,760 --> 00:34:59,240 the action was was in the meme board. 669 00:34:59,240 --> 00:35:02,400 So I think a, a new trend that's been happening in since the last 670 00:35:02,400 --> 00:35:06,640 week is we've been getting like one daily runner and it, it's, 671 00:35:06,760 --> 00:35:08,800 it seems to be the one that's caught the most volume on the 672 00:35:08,800 --> 00:35:11,120 timeline. Like it's like 100 million plus. 673 00:35:11,720 --> 00:35:14,880 It, it was seeming like the cap on the daily runner was like 674 00:35:14,880 --> 00:35:19,520 60-70 million. So like if you were able to 675 00:35:19,560 --> 00:35:22,080 identify what perhaps was the daily run around, like the $20 676 00:35:22,080 --> 00:35:25,080 million mark, it was a nice little swing trade. 677 00:35:25,080 --> 00:35:27,160 So like we saw this with the quant token. 678 00:35:27,160 --> 00:35:34,320 We saw it with Casey on Friday. Mustard was the play on Saturday 679 00:35:34,320 --> 00:35:37,120 with the Mustard Meme. I saw that I didn't know what it 680 00:35:37,120 --> 00:35:38,720 was. I literally lived in AI was a 681 00:35:38,720 --> 00:35:40,920 black wall over there. I was like in the vortex of Las 682 00:35:40,920 --> 00:35:43,000 Vegas. I like, I don't know, I I don't 683 00:35:43,680 --> 00:35:45,160 I can't even catch up with what happened. 684 00:35:45,240 --> 00:35:47,120 What's a mustard thing? I thought it was hilarious. 685 00:35:47,200 --> 00:35:49,560 I. Yeah, it's I think it's tied to 686 00:35:49,600 --> 00:35:53,160 a Kenick Lamar song, but also like just a funny like people 687 00:35:53,160 --> 00:35:55,360 yelling mustard and then like is. 688 00:35:55,360 --> 00:35:58,200 That what it is. Yeah, the NFL picked it up and 689 00:35:58,200 --> 00:36:00,800 then like a bunch of brands. Were like oh God like McDonald's 690 00:36:00,800 --> 00:36:02,360 too and everything. Yeah. 691 00:36:02,360 --> 00:36:05,520 I mean, it's funny and it it ran up and then it did. 692 00:36:05,520 --> 00:36:07,480 I think it was actually kind of, it might be back up. 693 00:36:11,600 --> 00:36:15,160 That's pretty good. Is that what it is? 694 00:36:15,600 --> 00:36:17,600 I can't believe I missed that. This is the type of shit I would 695 00:36:17,600 --> 00:36:20,840 have loved. Pretty good. 696 00:36:20,840 --> 00:36:24,280 I I I swung trade this one a little bit. 697 00:36:24,760 --> 00:36:29,920 I want to play this. I think the overwhelming trend 698 00:36:29,920 --> 00:36:32,040 is that the Daily Runner is a good trade for a day. 699 00:36:32,760 --> 00:36:33,920 Hold on, let's watch this summer. 700 00:36:34,800 --> 00:36:37,000 Let's watch this one. Wait, hold on, let's watch this. 701 00:36:38,480 --> 00:36:43,960 It was Burger King in 1973 in their heated debate with 702 00:36:43,960 --> 00:36:47,720 McDonald's. They needed a smoking that would 703 00:36:47,760 --> 00:36:48,680 help. Them in the. 704 00:36:49,960 --> 00:36:51,840 That would help them in the hamburger race. 705 00:36:52,560 --> 00:36:57,120 They came up with a smoking that would change the trajectory of 706 00:36:57,160 --> 00:36:59,600 the whole hamburger race, they said. 707 00:36:59,600 --> 00:37:01,560 Instead of. Giving you what we think you 708 00:37:01,560 --> 00:37:07,760 should have. You can now have it your way and 709 00:37:07,760 --> 00:37:17,440 I'm so glad that our way God, we're also in fulfilling even 710 00:37:17,440 --> 00:37:21,080 when things don't go wrong. I thought it was going to scream 711 00:37:21,080 --> 00:37:25,120 mustard anyways. Pastor you, it's your service. 712 00:37:26,040 --> 00:37:30,080 But yeah, so that one was pretty viral, but it's it's kind of 713 00:37:30,080 --> 00:37:31,960 tanking. And then last night we saw this 714 00:37:31,960 --> 00:37:36,160 Justice for peanut token. It was apparently the the 715 00:37:36,160 --> 00:37:38,800 peanut. I don't know the whole story. 716 00:37:38,800 --> 00:37:40,160 Someone launched like a peanut guy. 717 00:37:40,160 --> 00:37:43,440 It's. The actual guy himself is the 718 00:37:43,760 --> 00:37:45,720 guy that owns the, you know, I think he's trying to come and 719 00:37:45,720 --> 00:37:49,560 gripped a little bit. Yeah, and I mean, he, it was a, 720 00:37:49,560 --> 00:37:51,360 it was a good grit. It was heavily bundled. 721 00:37:51,640 --> 00:37:58,880 It ran to I, I'm shocked it ran this high. 722 00:37:59,720 --> 00:38:04,200 I mean, it's still at 90. So some people won big on this 723 00:38:04,200 --> 00:38:07,560 one for sure. It's been interesting. 724 00:38:07,760 --> 00:38:10,800 So you haven't missed much huge rebound in that chill guy last 725 00:38:10,800 --> 00:38:14,520 night. That was fun to see as a holder. 726 00:38:14,520 --> 00:38:17,400 We saw the total holder count go over 125,000. 727 00:38:18,080 --> 00:38:21,560 Yeah, that's a big number. I mean, that one's cooking, 728 00:38:21,640 --> 00:38:23,240 yeah. That's, it's got to be one of my 729 00:38:23,240 --> 00:38:26,520 bigger positions though. I I don't know, I just like we 730 00:38:26,520 --> 00:38:28,000 got buy bit listings this morning too. 731 00:38:28,720 --> 00:38:30,200 So. So it's looking good. 732 00:38:30,520 --> 00:38:33,240 I saw the announcement this morning on on the buy bit 733 00:38:33,240 --> 00:38:36,600 official page coming on the spot and then also hyper liquid. 734 00:38:37,280 --> 00:38:41,240 So it got hyper liquid and that and it wasn't what a weekend it 735 00:38:41,240 --> 00:38:42,680 was for that coin. Let me tell you that was one of 736 00:38:42,680 --> 00:38:45,000 the reasons why I logged off the desk Screener. 737 00:38:45,040 --> 00:38:47,720 I was like, I'm just not gonna I cannot. 738 00:38:47,720 --> 00:38:51,040 Like the swings were so intense that I was like this whole 739 00:38:51,040 --> 00:38:53,680 that's this like over the just the OR the span of my weekend in 740 00:38:53,680 --> 00:38:57,160 Vegas, right. Like that was the was that the 741 00:38:57,160 --> 00:38:59,160 artist dip? Yeah, November 21st, right. 742 00:38:59,440 --> 00:39:02,760 You was crazy. Like dude, that was crazy. 743 00:39:02,760 --> 00:39:09,120 By the way, like I get to Las Vegas, when I get to my hotel 744 00:39:09,120 --> 00:39:11,360 room, I'm like, fuck, let me go gamble a little bit. 745 00:39:11,360 --> 00:39:13,200 It was already like 11:00 PM. I was like, let me just gamble. 746 00:39:13,200 --> 00:39:15,760 Like whatever, I'll try to get $1000 out of my the thing. 747 00:39:15,760 --> 00:39:18,640 So I go to the cashier, my passport, my credit card are 748 00:39:18,640 --> 00:39:21,760 behind the cage with the cashier trying to get some money. 749 00:39:22,640 --> 00:39:24,160 And then I get a text from a friend. 750 00:39:24,160 --> 00:39:26,240 Like I get like a bunch of texting yo-yo, yo, what's going 751 00:39:26,240 --> 00:39:26,760 on? What's going on? 752 00:39:26,760 --> 00:39:28,320 What's going on? What the fuck is happening? 753 00:39:28,600 --> 00:39:30,720 You guys say yo check your Twitter, check your Twitter and 754 00:39:30,720 --> 00:39:33,840 it's the like the tweet from the artist and I'm like, what? 755 00:39:34,320 --> 00:39:36,440 I'm like, ma'am, ma'am, I need my passport back. 756 00:39:36,440 --> 00:39:38,480 I got to run. I take my shit, brother. 757 00:39:39,240 --> 00:39:41,200 I sprinted. I don't feel if anyone's ever 758 00:39:41,200 --> 00:39:46,000 been to the Venetian, OK, I sprinted across the casino. 759 00:39:46,280 --> 00:39:48,600 OK, that's the shit they hate by we're not allowed to run for 760 00:39:48,600 --> 00:39:50,800 casino. I sprinted through the casino, 761 00:39:51,000 --> 00:39:54,080 ran to my room and I just began bull posting. 762 00:39:55,280 --> 00:39:57,040 I was like, what the Hell's going on? 763 00:39:58,280 --> 00:40:00,960 I saw the thing die like 50%, bro. 764 00:40:00,960 --> 00:40:05,600 I was like, what the hell? On my first night, Tyler, on my 765 00:40:05,600 --> 00:40:07,200 first night, anything was recovered. 766 00:40:07,200 --> 00:40:09,360 I was like, dude, I think I'm going to have to take a break 767 00:40:09,360 --> 00:40:11,480 the next couple of days because or else I'm not going to be able 768 00:40:11,480 --> 00:40:13,560 to just enjoy the weekend I meant to enjoy. 769 00:40:13,560 --> 00:40:18,040 That was so the right call. I'll see. 770 00:40:18,040 --> 00:40:19,280 I wonder. If I missed that much, I mean, 771 00:40:19,400 --> 00:40:21,320 there there were some good trades, but like, I think what's 772 00:40:21,320 --> 00:40:24,880 nice about this market is you know there's going to be more 773 00:40:24,880 --> 00:40:27,480 opportunities I. Think I think our coins are 774 00:40:27,480 --> 00:40:30,120 consolidating, like I think the good trades were meant to be 775 00:40:30,120 --> 00:40:32,880 taken and every dip you're meant to add to your convictions. 776 00:40:33,000 --> 00:40:35,840 Like I feel like that like this morning, I'm probably after 777 00:40:35,840 --> 00:40:38,360 going to take a minute to go over like my holdings and more 778 00:40:38,360 --> 00:40:41,840 probably like add a little bit on the in case we go a little 779 00:40:41,840 --> 00:40:45,920 lower here, just nibble on the coins that I think I'm right 780 00:40:45,920 --> 00:40:48,640 about and just keep adding. Like I just I can't for some 781 00:40:48,640 --> 00:40:50,960 reason I can't stop buying bunk. Like I know it sounds so like 782 00:40:50,960 --> 00:40:55,280 cliche at this bunk is the one. I just like buying bunk, even 783 00:40:55,280 --> 00:40:57,360 like this morning whiff was this on Robin Hood and I completely 784 00:40:57,360 --> 00:41:00,600 retraced that right away. So I don't know, but I think 785 00:41:00,600 --> 00:41:04,560 that's a good one. And so, so I don't know, maybe 786 00:41:04,560 --> 00:41:06,760 I'll finally be able to get my fart coin entry that I keep on 787 00:41:06,760 --> 00:41:09,760 missing. Like I I miss it every time. 788 00:41:10,600 --> 00:41:13,640 Still looking pretty strong. Let me see, let me see what 789 00:41:13,640 --> 00:41:15,160 we're looking at on the AI side here. 790 00:41:15,760 --> 00:41:20,400 So go to 765. It's strong dude. 350 in this 791 00:41:20,400 --> 00:41:22,560 dip? That's crazy. 792 00:41:22,720 --> 00:41:25,440 It's just grinding up any any fart depth is a gift. 793 00:41:26,440 --> 00:41:29,360 This is nothing dude. This is actually a crazy chart. 794 00:41:31,080 --> 00:41:34,680 And there's no team risk, you know, there's no dead. 795 00:41:34,840 --> 00:41:36,320 Risk team, right? There's nothing, right? 796 00:41:36,680 --> 00:41:38,880 There's nothing not that I'm aware of. 797 00:41:40,880 --> 00:41:42,760 I mean, so far. So how's D side? 798 00:41:42,760 --> 00:41:44,760 I mean, that was a big narrative before I left because I. 799 00:41:44,960 --> 00:41:48,520 Came back because I think the pump science team is going on 800 00:41:48,520 --> 00:41:52,480 third guy's stream day unless they went on yesterday. 801 00:41:52,960 --> 00:41:56,280 Mando's going on today. All right, nice. 802 00:41:56,720 --> 00:41:58,040 Mando's going to go pump up bags. 803 00:41:59,120 --> 00:42:01,160 So yeah, we saw a decent amount of green. 804 00:42:02,120 --> 00:42:05,440 Let's see who the big mover. So like Riff, Riff's still at 90 805 00:42:05,440 --> 00:42:08,280 million, So it's up there. Well, you're I was at 34. 806 00:42:11,240 --> 00:42:14,200 So that they did this mascot contest and then they they 807 00:42:14,200 --> 00:42:17,320 announced a winner and it was called Roydant. 808 00:42:17,640 --> 00:42:20,680 Then of course, everyone went and launched tokens tied to it. 809 00:42:21,320 --> 00:42:24,040 There was a winner emerged. Then the pump science team came 810 00:42:24,040 --> 00:42:26,200 out and said, hey, hey, hey, we didn't launch this token. 811 00:42:26,200 --> 00:42:29,360 So they like killed it off, which is now like are going to 812 00:42:29,360 --> 00:42:31,480 become a theme with them. So they did similar with Trek 813 00:42:31,480 --> 00:42:33,560 BIOS. Trek Bio is the token tied to 814 00:42:34,320 --> 00:42:37,280 the company that does some of the fly infrastructure that 815 00:42:37,280 --> 00:42:40,320 supports like the streaming of the fly experiments and whatnot, 816 00:42:41,600 --> 00:42:44,520 which had started to catch some buzz kind of tied to the 817 00:42:44,520 --> 00:42:45,920 protocol. And then they came out and said, 818 00:42:45,920 --> 00:42:50,960 hey, this is also not our token. It's the second time science 819 00:42:50,960 --> 00:42:57,880 team has done this hasn't really sat well with me personally. 820 00:42:59,240 --> 00:43:01,280 It kind of comes off a little like grifty. 821 00:43:01,280 --> 00:43:05,200 So I'm curious if they're going to launch a token themselves 822 00:43:05,200 --> 00:43:08,040 here or where that's going to play out. 823 00:43:08,080 --> 00:43:10,440 But that that's my perspective. I think keep an open mind of 824 00:43:10,440 --> 00:43:15,240 course, but in general the, the, the D size sector I think has 825 00:43:15,240 --> 00:43:18,280 cooled from where it was last week. 826 00:43:18,920 --> 00:43:22,080 We'll we'll see in the next few weeks like how much legs it has 827 00:43:22,080 --> 00:43:24,840 at least this group of tokens. I I don't think the broader 828 00:43:24,840 --> 00:43:27,280 improvement is slowing down in any way, but like the 829 00:43:27,280 --> 00:43:30,480 speculation on it. And the other index that we need 830 00:43:30,480 --> 00:43:36,200 to look at, I mean should MOG is now the equivalent of SPX, GIGA 831 00:43:36,560 --> 00:43:39,560 and APU? Yeah, I don't, I don't even look 832 00:43:39,560 --> 00:43:42,080 at this list anymore. If if you need to like, that's 833 00:43:42,080 --> 00:43:43,840 the sign that's. Crazy. 834 00:43:44,240 --> 00:43:46,440 So I actually don't either. I do have them saved, obviously. 835 00:43:46,440 --> 00:43:48,120 I have all your watch lists on my bookmarks. 836 00:43:48,120 --> 00:43:50,680 So we go over on the show. So AI, Mariah, Elon and Desai. 837 00:43:52,360 --> 00:43:55,520 But because the pop cat and mug are not Murat coins to me, 838 00:43:55,840 --> 00:43:59,080 because they were there much long before he came about with 839 00:43:59,080 --> 00:44:01,520 his stuff, especially on the community. 840 00:44:01,520 --> 00:44:03,600 A year and a half before he fucking made his list, right? 841 00:44:05,160 --> 00:44:07,080 But so ticker Bitcoin. So that's why I think ticker 842 00:44:07,080 --> 00:44:09,560 Bitcoin's been hovering like that one's not been down. 843 00:44:09,720 --> 00:44:11,800 Like ticker Bitcoin's always like a torn 50 millile coin, 844 00:44:11,840 --> 00:44:14,440 right? It's kind of like Ken was there, 845 00:44:14,920 --> 00:44:17,720 but the rest, man, it's been getting hammered, huh? 846 00:44:18,600 --> 00:44:22,240 Geez. They're like the the middle 847 00:44:22,240 --> 00:44:24,440 board is, is kind of just kind of going sideways. 848 00:44:24,440 --> 00:44:25,640 I got poo ticker Bitcoin. Yeah. 849 00:44:25,640 --> 00:44:27,960 Like those are kind of the numbers that they're always at. 850 00:44:27,960 --> 00:44:35,880 When I see they kind of swing up or down 20%, it's like who is 851 00:44:35,880 --> 00:44:37,960 Rush? Like who's excited to buy these 852 00:44:38,200 --> 00:44:40,000 right now? I guess I don't know. 853 00:44:41,680 --> 00:44:44,240 I really don't know. Like who's waking up and meant, 854 00:44:44,240 --> 00:44:48,120 man, I can't wait to buy Harry Potter Obama today. 855 00:44:49,120 --> 00:44:53,520 Or like, I don't know, I think there's just so many. 856 00:44:54,280 --> 00:44:56,640 Because it's a lot. Like that, I mean pump fun has 857 00:44:56,640 --> 00:44:58,240 been launching 30,000 tokens a day. 858 00:44:58,640 --> 00:45:01,160 So like there's been massive dilution, there's been massive 859 00:45:01,160 --> 00:45:03,920 attention. If that slows down, perhaps that 860 00:45:03,920 --> 00:45:07,440 is a like a trigger that we would see more attention kind of 861 00:45:07,440 --> 00:45:09,520 circle back to some of the more of the established players. 862 00:45:12,000 --> 00:45:14,400 Maybe they're by, but it feels like the opportunity. 863 00:45:14,400 --> 00:45:17,520 Constantly on this day, remember the other show? 864 00:45:17,520 --> 00:45:19,160 I was saying like this is where I buy lock in. 865 00:45:19,160 --> 00:45:21,880 I didn't realize it won right away to $90,000,000. 866 00:45:22,200 --> 00:45:24,240 That was a good call. Quick bounce back. 867 00:45:24,840 --> 00:45:25,440 Home. I need that one. 868 00:45:25,440 --> 00:45:28,120 The hell it was like before I left I was like, yo, this feels 869 00:45:28,120 --> 00:45:30,200 like bottom tier. I mean, it went all the way and 870 00:45:30,320 --> 00:45:34,320 retraced it, but it's not a bad trade, you know? 871 00:45:35,720 --> 00:45:37,360 Damn. It's good. 872 00:45:37,360 --> 00:45:40,000 I mean lock in seems like a. You don't like that one? 873 00:45:40,600 --> 00:45:41,920 No, I do. I like I don't lock in. 874 00:45:41,920 --> 00:45:44,600 I just don't know why you buy it right now versus. 875 00:45:44,600 --> 00:45:48,000 So I was in the elevator in Vegas this weekend and it was 876 00:45:48,000 --> 00:45:50,120 this like Boomer dad and mom, right? 877 00:45:50,120 --> 00:45:51,640 They were a little on the older side. 878 00:45:52,360 --> 00:45:54,520 And then there was a daughter. I even thought it was her 879 00:45:54,520 --> 00:45:55,720 granddaughter, but I think it was her daughter. 880 00:45:55,720 --> 00:45:57,400 But anyway, so they were like a little older or whatever. 881 00:45:57,920 --> 00:46:01,280 And, and, and the daughter, could you tell she was like Gen. 882 00:46:01,280 --> 00:46:02,880 Z for sure? Like for sure, for sure. 883 00:46:02,880 --> 00:46:05,920 Gen. Z like sub 20 and and she was 884 00:46:05,920 --> 00:46:11,040 like, I don't know, she was her dad was like he he mentioned and 885 00:46:11,040 --> 00:46:14,840 he goes, you know, I am locked in to her daughter because he 886 00:46:14,840 --> 00:46:16,200 was trying to, you know, be the cool dad. 887 00:46:16,280 --> 00:46:19,280 And I thought it was so funny. And then I was an elevator and 888 00:46:19,280 --> 00:46:23,120 then it was like, and then she used the term yapping or 889 00:46:23,120 --> 00:46:25,520 something, which is how she docks herself as a zoomer. 890 00:46:26,920 --> 00:46:28,920 Yeah, I believe that's that's the term they use. 891 00:46:29,240 --> 00:46:31,000 Not a big fan of this word telling your parents that they 892 00:46:31,000 --> 00:46:33,720 were yapping. But anyways, I mean, if if I 893 00:46:33,720 --> 00:46:35,880 told that in my mom, I'd be getting backhand slapped in my 894 00:46:35,880 --> 00:46:38,760 mouth and the teeth. So as when I was a kid, I guess 895 00:46:38,760 --> 00:46:39,640 Gen. Z is different. 896 00:46:39,640 --> 00:46:40,920 You can tell your parents are doing yapping. 897 00:46:40,920 --> 00:46:46,640 I don't know, it would have been a little tour, but you know what 898 00:46:46,640 --> 00:46:50,400 I mean. But anyways, I thought that was 899 00:46:50,400 --> 00:46:52,920 a funny lock in thing. OK, well, look, we went around 900 00:46:52,920 --> 00:46:54,440 the horn. The last one was like the Elon 901 00:46:54,440 --> 00:46:56,640 coins. Does that still a thing, Tyler? 902 00:46:58,320 --> 00:47:02,280 So I mean, I think doge is going to be just fine hanging out at 903 00:47:02,280 --> 00:47:06,120 what's, what's the ETH doge at 2:15 through 10? 904 00:47:06,560 --> 00:47:09,840 9 every trace to get I mean ETH is trading like fucking trash. 905 00:47:09,920 --> 00:47:11,120 I mean oh, that's not the right one. 906 00:47:11,160 --> 00:47:12,640 Whoa whoa whoa whoa, this is not it. 907 00:47:12,640 --> 00:47:14,000 So I opened the wrong one. It's. 908 00:47:14,640 --> 00:47:16,040 I think it's the wrong one in your. 909 00:47:16,280 --> 00:47:18,400 That's the no. OK, that's good. 910 00:47:19,240 --> 00:47:22,320 Yeah, just look at your lines. Wow, beautiful lines. 911 00:47:22,840 --> 00:47:26,440 All right, my mind. The buy zone right now on on 912 00:47:26,440 --> 00:47:29,760 Doge, yeah. I mean, it's where I bought, so 913 00:47:29,760 --> 00:47:31,480 I guess I'll just also buy more of that one. 914 00:47:33,400 --> 00:47:36,160 ETH memes, there's just again, there's like there's not much 915 00:47:36,160 --> 00:47:38,760 action on. Uh oh, ETH just had a mega 916 00:47:38,760 --> 00:47:42,440 candle back up. Uh oh oh, 45. 30. 917 00:47:43,040 --> 00:47:46,440 Look at that. Maybe we get some ETH meme 918 00:47:46,440 --> 00:47:48,600 action on the back of this. That's the bull, that's the 919 00:47:48,720 --> 00:47:51,080 that's the fucking. That's a candle if I've seen 920 00:47:51,080 --> 00:47:52,720 one. That's a bull. 921 00:47:52,720 --> 00:47:55,800 Hammer on the fucking 4 hour here at 3500. 922 00:47:56,440 --> 00:47:58,200 Is that, is that, is that bad for us? 923 00:47:58,200 --> 00:47:59,680 Does that mean we're everything's going to nuke? 924 00:47:59,800 --> 00:48:01,640 Bo Hammer's Wizard's favorite candle. 925 00:48:02,120 --> 00:48:04,680 And I like it a lot. Yeah, it's because it's in the 926 00:48:04,680 --> 00:48:08,160 form of a hammer. And it's usually like you 927 00:48:08,440 --> 00:48:11,000 usually you tend to like. I guess the TA guy likes to 928 00:48:11,000 --> 00:48:14,240 think that you tend only bad. Tyler, if your main bag isn't 929 00:48:14,240 --> 00:48:17,280 ETH memes, that's when it's bad. Yeah. 930 00:48:17,520 --> 00:48:19,400 Yeah. Like, like, you mean like having 931 00:48:19,400 --> 00:48:23,680 a lot of wrecked coin as I'm. I'm not saying anything at all. 932 00:48:24,640 --> 00:48:25,960 I'm just playing. I cleaned my red coin this 933 00:48:25,960 --> 00:48:27,920 morning. I also know that was that that 934 00:48:27,920 --> 00:48:29,280 happened. I woke up rich. 935 00:48:29,280 --> 00:48:32,080 I was really happy. It's been a while since since I 936 00:48:32,080 --> 00:48:34,320 claimed something. I'm going to post about it 937 00:48:34,320 --> 00:48:36,440 later, but I was really excited. I missed the whole red coin 938 00:48:36,440 --> 00:48:38,200 claim the other day because I wasn't home. 939 00:48:38,840 --> 00:48:42,040 So that was exciting to see. So yeah, I mean, look, I think 940 00:48:42,040 --> 00:48:44,080 there was just a quick liquidation dump this morning. 941 00:48:44,080 --> 00:48:45,520 I think we'll be much higher tomorrow. 942 00:48:45,520 --> 00:48:48,120 I mean, we're back at 96 to 46 and 3500. 943 00:48:48,120 --> 00:48:51,640 So you absolutely love to see that in the in the order books. 944 00:48:51,640 --> 00:48:54,560 And I think we went around well. Tomorrow again, we'll be back 945 00:48:54,560 --> 00:48:57,080 with the robot loot box fans. Was there a big win on Friday? 946 00:48:57,200 --> 00:49:00,040 I missed that too. No double rec guys. 947 00:49:00,800 --> 00:49:03,000 Double red guys there. You going on a record launch? 948 00:49:03,080 --> 00:49:06,040 You'll love to see that. It's perfect. 949 00:49:06,040 --> 00:49:08,240 Exactly. All right, well, with that, with 950 00:49:08,240 --> 00:49:11,080 that, with that, we'll see y'all tomorrow morning, Tani, I'm Mr. 951 00:49:11,080 --> 00:49:14,000 Standard Time for the episode of FOMO Hour on rug radio. 952 00:49:14,160 --> 00:49:15,480 Let's go.