Yo, what up? What up?
Good morning, Good morning, GM G Monday Moon member.
It's still Moon member over here 25th 2020 444 lots of fours in
the morning and the and the and the order books.
I'm going to tell you that look at that another beautiful day to
have a beautiful day. Cool as fuck day to have a cold
as fuck day man, it must be really cold in wherever must be
really cold this morning. Let me tell you that because
it's cold inside. That's not cold.
It might be freezing in Chicago. I got Tyler Mando in the house.
What's up y'all? What's up?
I missed you guys the last couple days.
How you guys doing today? I'm doing great.
How are you? Just another day in the bear
market, brother. Just another day in the bear
market. Yeah, we were there last bear
market. We're going to stick around this
bear market. Tyler, how you doing?
I'm doing fantastic. I was fairly locked in this
weekend, had some nice trades there.
There's a lot of action. There's still a lot of wins to
be had despite a lot of the majors chopping or dipping and
excited for this week. I'm very curious how this week
is going to be as a holiday week here in the in the US, but I'm
ready for it. Yeah, oh, it's true.
We have holiday week. I mean, remember to pump your
bags to your family this weekend.
They have a good dip opportunity.
You know what? This dip is actually a
Thanksgiving dip, a pre Thanksgiving nip so that your
family can get in a lower price because they were probably
texting you 99 K this weekend thinking, oh, I miss Bitcoin.
And now they're here and you they're going to be able to buy
it for like 69 K tomorrow at this rate.
So you know what? Like this you.
Said that I actually had a shower thought this morning.
I'm going to write a post about how to talk to your family about
fart coin dude. Can you make one about chill guy
as well? Oh, you know what you make it
about fart coin. I'm going to pasta you and
replace it with chill guy. Let's do that.
You go 1st and we'll just all copy pasta.
Amanda's going to pasta for epic.
You all pasta for for my my bags and then everybody in the
audience here can can can pause that for their for their
respective bags as well anyways, so that's a show today today
market report. You know we're going to talk
about this market as he was good was good as usual.
What else we got, we got obviously Tyler's top 100,000
and Tyler texted last night saying he's got a lot to cover
this morning. So so let's see, but it means it
means that we have titles topped 100,000 this morning.
Wow, the market selling of quick look at that and and, and then
what do we have? We don't have Robit today.
That's that's, that's tomorrow and our partners over at
Galaxies with seamless built in monetization tools, Galaxies
enables development of sustainable long term
communities fulfilling bitcoins vision of decentralized freedom
and independence from centralized control.
Super excited. We're going to be working with
Galaxies until like the month of July at this stage, which is
super fucking sick and I'm I'll I'll work on the intro.
I'm going to I'm going to customize it.
OK, I'm I'm going to work it here and there.
We were laughing with the team the other day about that.
I was chatting with the gas team earlier last week.
I was Jack joking about the the ad.
That was hilarious. But anyways, don't be with us at
Basil. You're going to love it.
Also, what's with burns new PFP? It's fire.
Did Ovi make him an honorary? I only saw it the other day, I
didn't know what it was. Is because that's a surely this
is a burn honorary, right? Like it looks like Bernie.
That's cool, right? Damn, I didn't realize Bernie
has got Bernie. Is that an honorary reggae?
What is this? Bear market?
So we get bear market numbers now on the show.
Let me see some more tweets. Y'all.
Oh, Jack Lakura made it. Oh, sick.
OK, OK, so it's it's OK. So you got Ovie at home to make
him a a APFP. Got it.
Thank you Burn for your Let me see some more tweets.
There you go. Come on.
Let me see some more tweets.
Let's get this show. Poppin Mendo Mendo.
Mendo, Mendo. Mendo.
Mando. Mando.
Minutes. Let's see what you got for us
today. Who is the man?
Macro. Daddy of the land.
Can you dig it? GM, everyone.
So yeah, it was meant to be a whole day weekend.
Everyone was meant to be able to chill out, take a few days off.
Feels as though we're going to have a little bit more
volatility in terms of macro this week.
We do have a couple of things. We have the Fed minutes which is
going to come out and then we have PC inflation, but nothing
crazy. Micro strategy results I think
are this week as well. It did come out this morning
that they have come into the market and bought another 55,000
Bitcoin, which is fairly wild. I didn't know if that was what
made us sell off. Sometimes after those sort of
tweets, people get a little bit bearish, like oh God, like he's
the only buyer. But he did spend another $5.4
billion, it looks like. Remember he said he wanted to
raise another $42 billion. So I think the, the only real
worry here, I would say is that there's just been a lot of talk
about sailor and micro strategy. There was a short piece put out
by Citroen Research on them and there's been some talk about him
being like a like a structural risk, basically systemic risks
to the, to the Bitcoin industry. So like, I don't, I don't think
you will get that bullish on on sailor buying.
It's not like when the ETF buys like if the ETF was buying 5
billion, we'd be like everyone be super bullish when sailor
buys. Weirdly, I think it people are
now more and more like, oh God, like he's going to be huge
versus this ecosystem and that can lead to some, some risk.
So I don't know if that's what caused it.
Other than that, I felt like it was super healthy to come back
to like 1995 K before we before we push on higher.
If I'm honest, I wasn't, I kind of felt we might go sideways
around that 100K level, but that normally means also you're going
to you're going to dip down a few of these days.
So I think it's pretty, pretty normal.
It doesn't like we're going to get a pretty positive Trump
administration here for crypto again, Besant was nominated for
the Treasury or Besant, I don't know how you say that.
So who's been who's very pro crypto And I think that puts us
in a much better spot. We also have one of the biggest
banks out of Hong Kong, ZA Bank just launched crypto trading for
retail. I think it is the biggest retail
bank in Hong Kong just launched crypto trading.
So that's quite a big deal. From the macro standpoint.
We saw that there's there's a much stronger relationship
between Cancer Fitzgerald, which is one of the big US brokerages
slash custodians. Sorry.
That's Lutnick, right? Yeah, yeah.
Well, he's now going to take a a position in the Trump admin, but
he looks like they actually own part of Teller.
They own 5% which kind of makes sense because they they've done
a large amount of the of the custody looks like 4.
Remember the the Davos speech that he gave saying that I've
seen the books tethers good. Like stop fighting.
Remember that was him. He was out there.
So that makes sense actually. So very interesting to see that
that AUS firm as big as cancer is, you know, it's a, it's a
very well known U.S. financial institution to have such big
ties to Tether is, is pretty interesting.
So, and particularly also that their CEO is now going to be
part of the Trump administration.
So maybe, maybe there's a path here for Tether being more
accepted, Who knows. I couldn't think of a more
bullish scenario really for Tether than the CEO who
basically said their books are OK and bought 5% of the company
is now going to be is the common secretary.
Commerce Yeah, because he he he he threw a fit so he didn't get
the other job. Remember the whole we talked
about last year on the show? They were best sent in him or
like, you know, kind of having a catfight over over getting the
job. And then Trump was like, all
right, you both sit the fuck down and then give it to someone
else, all right? Well, super bullish.
I think that again for crypto that's that.
I think Tether is still the one remaining that and maybe like
HTX but like that the people get worried about periodically.
So good to see that it's perhaps passed the smell test that
Cantor Fitzgerald could earn part of it and, you know, puts
puts a lot of people at ease. Yeah, definitely.
So what's, what's the, what's the reason, Ben, I will sell.
I mean, we're already pumping back.
So we'll probably be back to regular prices.
We're like, we're back to what prices on scene since like 3
days. You know what?
Go ahead. I I it's nothing to do with
macro. The the the the the the dollar
is lower. Point yields are low.
So like everything around macro pointed to like just a pretty
quiet open. What I would say is after
Thanksgiving, markets do go a little bit quieter in terms of
volatility, sorry, in terms of volume, Yeah.
And that leads to like more volatility.
So like some of the biggest sell offs we've ever seen over the
last five years have happened in December, even though they're
often very, very good months. And that's just because fewer
traders, fewer decision makers and and that can lead to drama.
So I don't know if that's this, but I would I would be
unsurprised if you start to see a bit more volatility into year
end. The other thing he started
rallying again. Well.
That's I was going to say this morning, I literally my next
stop. I was about to follow up on
that. Yeah.
Be query that we're about to dump that.
Was going to be my follow up question.
The moment you see oh east side outperform again it's like bam
whole market taken out. So that is a tried and tested
method for the last 12 months in my dude.
I just texted a homie of mine who I know.
The poor I don't know. I mean he loves pain.
I've been trying the time to stop.
He's been holding Ethan's forever.
Which by the way is like the worst trade ever because you're
wasting up cost and like paying funding for no reason.
I've been begging him to close along for being 3500 this
morning. Like, oh, here we go.
And then I swear to, I swear to God, not 30 seconds later, 940
AM time stamp, I go, There we go, 3500 and I think the dump
was 9:42 AM Fantastic. It's comical at this stage.
You never trust me. You you could never trust
either. I saw you.
I posted this stuff by the way, we're live on video as usual.
You know the vibes. We host this show on video five
days a week. Check us out.
We posted the broadcast thing, but the time signs just checks
out right? Like it's just right there 3500
and you can't catch or break. So at some point we'll get
there. So macro wise you said we're
clear, right? There's not much.
There's like 1 little thing we're waiting on and that's it.
They're just coming for liquidations it seems.
I just saw it on Wizards page. Yeah, I mean.
There's nothing. There's nothing other than the
fact that Sailor was the one buying.
There's nothing that points to me that like we're in some.
Yeah, nothing major. Yeah, I was I was looking at
that. He was saying just come.
It's just like some typical like liquidations wash out And I saw
this other guy. Was it Eugene, not the DWF 1,
the other Eugene Ng He's got to change his name now on the ex.
Just thought about that. This guy should probably like
rebrand himself to like an alt name.
I don't know, anyways, I don't like imagine your Twitter handle
is like the same handle as the other dude.
Oh shit. But I mean, it's not his fault.
That's what he's born as. Anyways.
For me, he was like, he made a tweet this morning saying like,
and like 10 minutes later we dumped.
So he was right. It was like sailor bidding and
100K failing to break out. We're probably going to dip
here. Like with even with the bid,
like we failed to like go higher.
And he was saying like, we're bound to have a little move
lower here. So OK, so we'll see what happens
there. Look Solano definitely like took
a big hit as well on the back of Bitcoin dumping that kiss 230.
Whoa, that was a crazy liquidation wig.
That's a you can tell man though they haunted on this one.
Check this one out. Wow.
Yeah. Makes.
Sense they went hunting here it's already being filled.
Obviously I don't know on the way up or down this stage, but
so I went all the way up to 34 back now up to 240 from a 250.
So that's that's a that's a crazy dump there.
E is holding a 3400 and this what about the top movers this
weekend? What are we?
What are we looking like? Mando, anything that's on your
radar? I saw you make a tweet yesterday
about your coins. Yeah, apart from like mid tier
memes, I would say it wasn't your regular bunch again, it's
been these it's been other alt coins like the gaming sector had
to go OK weekend sandbox like a lot of these metaverse coins did
well like randomly out of nowhere like Decentraland and
sandbox and and ape and a few of the others.
There was nothing really to point to that.
It was just just happened and then some, yeah, there's some
like XRPS seems to be like relatively strong, like weird
coins. I would say coins that like you
haven't no one's really been paying attention to for a while
if you're part of like the core CT community.
Yeah, it's, it's, we'll see where that goes.
But look, it looks like where we at now.
Like I mean it's funny yesterday like Sandbox out of nowhere had
like 100% day and when that caused that, but maybe all the
signs were there proper rotation right from Bitcoin to to alts to
memes to just to to fucking metaverse.
Maybe the signs were there when decentralizing Sandbox went up
like 2X and then this morning ETH was pumping.
Maybe we should have known that the move.
Said to myself this morning, we're going to dump because
yeah, I wrote it in the and I was like, we're going to.
Stop. It's so funny it it's people
will say we're just hitting uneath, but we're not it's like
it's just like such a meme at this stage.
It's like it's too powerful. The memes are too powerful.
Anyways, Tyler, let's just go on to you and let's see because you
got a lot to talk about today. So let's see what Tyler's.
Got my top story from the weekend.
Binance has published a research paper about the AI crypto sector
and its future highlighted GOAT, the Virtuals Protocol and Dows
dot Fun. In a signal of increasing
interest in this sector, we covered a lot of the bullish the
macro headlines with Mando. The Bitcoin ETS bought more than
10X the amount of Bitcoin mined in the past week.
That was a pretty shocking stat. MicroStrategy about their 5.4
billion Trump nominated pro crypto Scott Bisset I think
notably Teresa Cohen who was one of the leading candidates for
the SEC chair position. She made her statement on Friday
make crypto great again and a potential positive sign if she
is chosen for that position. We saw Coinbase become a sponsor
of the LA Clippers and token AirDrop and protocol news Magic
Eden announced the Emmy token AirDrop folks it's coming
December 10th. That is 2 weeks from tomorrow.
Hopefully a nice little STEMI there Wasabi shout to the homies
Wasabi. They added wrecked staking and
up to 3X leverage after wrecked launched on Friday pump font
facing some wide backlash over streaming content.
Meanwhile, it looks like they're at all time highs and coins
launched and here in the last week, so people still very
actively using the platform in memes.
NFTS dosh hit a new three-year high over the weekend.
They hit $0.48 back down here this morning.
Meme coin majors are starting to flip green that are are are
flipping red. They were green this morning.
It looks like bonk and with are leading with got the Robin Hood
listings up 5% on the back of that.
This justice for peanut token was the top move of the day.
It ran to 150 million overnight. It's since pulled back about
50%. That seems to be the new theme.
We're getting one major new daily runner per day hitting
that 50 to $60 million range. We saw KC Mustard Quant here in
the past several days. Frick another top runner up to
20 million here this morning. Terry was a big winner in the in
this new I'm calling meme characters sector.
It's up 16X in the past three or four days.
Also selling off this morning over an AI this Quasar and in
the WAFU token were the big movers.
Although the AI majors goat zero bro mostly chopped over the
weekend and NFTS mostly green. Basically chopping on the week.
Punks are at 37.7. The Bitcoin NFT leaders were
were green on the day. Puppets are hanging out at .15
mostly chopping on the week. Runes leaders also kind of
chopping right now. Dog lean the way at 760, pups at
2:50. Then pudgy Penguins shout out
pudgy toys. Re UPS for another year at
Walmart entering season 3, so shout out to the Pudgies.
You know, pudgy pudgy, one of our top, you know, headline
partners for for Art Basel Miami, which schedule is meant
to go live? I think after the show.
So you guys will see that, but you'll come get your toys at the
art house in Miami. We have a whole pudgy day going
on on on December 7th, so it'll be good.
Wow, what a wake on Bitcoin. We're pumping baby.
By the way, Hi, Eric EB seven choice to love.
Huge fan of yours. This motherfucker yesterday
night. He's like, yo, can someone put a
bet on for me? I don't have a robot account.
I'm like sure. And he was like, just sent you
$9000, put it all in on the Eagles.
I'm like, okay, it's not my money.
And the guy hit like 20 grand on that.
So Gigis, I just sent him his money back this morning.
I was like, okay, I've never had that.
It happens. Like can someone just give me a
wallet address? I'll send you some.
I said he wanted to put like a two $300.00 bet on this.
This is like I'll just send you 9 K OK Anyways, Congrats,
Congrats on that. All right, Tyler, back-to-back
to business. Back to definitely there was
some some long separations though, because let me show you
this candle on Bitcoin. Look at that, look at that.
So we're looking like we're still back and I want to start
with the AI stuff and I'm going to start with.
Maybe I can get a quick overview of the Binance paper and then we
can I think it's kind of saying into what you.
Distracted me. I'm sorry.
Yeah. You start with that and then I
have a question for for you both and specifically for Mando.
So I, I think to, to set this up, we've been talking more and
more about the, these AI coins. I've been kind of labeling them
them as meme coins, but I think Mando started mentioning that
this feels more and more like its own sector.
I don't think meme coins is the right word.
And we're starting to see different, you know, components
of theirs of this sector in AI. So you have pure AI meme coins,
you've got your agents and then you've got infrastructure.
That's kind of the three big buckets that I'm thinking about
it. That mirrors how finance set up
their research paper a bit. So they published it over the
weekend. It's talking about three key
areas of this AI sector. They, they covered GOAT and the
truth terminal in the more of your, your broader meme coin
sector. And they talk about how this is
kind of explaining how AI agents are becoming your cultural
trends. And can spark economic shifts.
They talked about virtuals, the platform where you can launch AI
agents, how users can actually use that.
And there's a new potential trend here for the the launching
of AI agents at scale. And they also talked about
dowels dot funk and having decentralized investment groups
here in the AI sector. They also covered AI16Z, the
leading hedge fund, though AI16Z has been embroiled in some drama
here over the past week. I I thought it was a pretty
important signal, you know, to, to see this coming from Binance.
Clearly, they are starting to look at this.
They name dropped several of the leading tokens in the research
paper and we can get into this more, but I feel like, you know,
my, my personal read is this is the sector to focus on right now
and there's a lot of areas to win right now in this market.
I I think this is arguably the one the most right for
opportunity. Yeah, totally love that.
What do you guys, what did you think of that research paper,
man? Did you read it?
I read it. It was more a summary I would
say, rather than like. Sure.
Yeah, it was like, it was by banners research, but it was, it
was probably like 1000 words. It wasn't like crazy.
But yeah, it's interesting that they're like this AI is number
one for mindshare, right? It's been #1 for mindshare for
actually quite a long time on on Tai 2.
Now, you might call some of those coins memes like goat fart
coin. They're more like meme like.
But a lot of this is AI agents and I've said this so many
times, like I just, I just don't think you should be fading this.
Like I think I think there's stuff happening and I agree that
like it's because it's so nascent, you can also like
really get cut up badly. It's also people who aren't
crypto native coming into the space and doing things, which is
often which has led to a bunch of different issues with like
the AI16Z guys, for example, and a few other projects like that.
These guys are not crypto devs by any means.
And that's caused some some like rugs, so to speak.
But I do think, yeah, that that this is what retailers saying
they're interested in investing in.
And so I think it's worth you spending time to look at what
they're investing in. We were, we were chatting with,
yeah, I was starting with Broke before the show.
I think what's happening specifically like in the AI
agents and perhaps in infrastructure, there's a lot of
similarities to the ICO boom where you're getting these
tokens launched. It's pretty fair, like they are
fair launches. A lot of them are happening on
Pump Fun or platforms like waifu and anyone can get in on the
ground floor. And we're seeing so many of
these, you know, come out in the two to $5,000,000 range and a
lot of them at least have a shot to go to like that 20 to 40.
And then, of course, some of head winners and gone beyond
that as well. I don't think it's slowing down.
And I think you nailed the risk. Like I've already, you know,
been involved in a couple of these that have rubbed of
chasing, you know, these new, these new tokens.
It's it's we're seeing more and more folks kind of spitting up a
white paper, making it seem like a somewhat legit.
Property like the NFP of 20/24/2020.
One, I'm not aware, but I think the the upside is still
outweighing those those risks by far.
So here's my question that I I had was going to text Mendel
that question last night and I was like, you know what, I'm
going to ask Mendel on the show. So I bought some goat this
weekend that's why I dumped. And sorry guys, I may have like
topped this weekend but it's like I'll just buy more.
I'll just double down here to lower my average even though I
have a question. Is this not all like starting to
sound a little mid curve to you guys like this whole AI thing?
I'm not, I'm not, I'm not knocking it.
I do believe in it. I do think it's great.
But personally I haven't taken big trades in the AI though I
like swinging and you guys both know that.
Like I, I take big trades a lot. But has this thing not become a
little too mid curve for you? Like I hear a threat guy going
through his whole like philosophical fucking spills and
thing and obsessing over it and then Frank Degas writing a
fucking 10,000 word piece on AI and then fucking this guy.
Like is this not like over complicated the whole purpose of
this meme coin thing? Like it's just a fucking meme.
Like for me, fartcoin makes sense, doesn't mean, but like
your gold play, for example, Mando.
My question too straight up is like it does sometimes I hear
you guys speak about this, both of you, by the way, like I'm
like, damn, this sounds mid curve to me and I'm a holder.
So I'm asking as someone who has the coin, does this not sound
mid curve to you guys? When you're like, oh this is the
thing cusp of revolutionary AIAGI is.
Does that sound mid curve to you?
So I think you're 100% right, I think, but I don't This is why
I've been kind of critical of some coins and not others,
because I think there is, there's two different, there is
a lot of right now, I wouldn't say it's grifting, but there's a
lot of people who are believing that they are in, they somehow
own these LLMS and like that they are investing in the future
of AI by owning AAI coin. So like you'll be like, well,
this LLM is better than that LLM or this AI agent is better than
that AI agent. Therefore I should own that
coin, right? And then when you try and say to
somebody who let's say you try to tell at Thanksgiving, like,
oh, why should you buy? Yes, exactly.
Or why should you buy zero bro? Or why should you buy Luna?
You're saying, well, you know, because it's cool and like, you
know, people listening to it like why you buying the coin?
Like why do you own the the bot? No, do you do you have any
utility from it? No, So it's just kind of like
it's like AI research, but people are convincing themselves
they're actually AI equity holders and they're not.
But I think there's quite a big difference between that and This
is why I keep on saying the meme category of it, right.
GOAT wasn't that you don't actually own the truth terminal
token, right? What you own is some AI agent
that wasn't involved in crypto, right?
Wasn't involved in crypto, was just that something set up got X
account, got obsessed with a meme.
Got obsessed with a meme, did get some funding from from
Andreessen, but then only after about six months of being
obsessed with this meme, he was like, I need to create a meme
coin to promote the promote this meme.
And that's how GOAT was formed, right?
And similarly, Fartcoin is created by the same agent for.
So like Fartcoin has got exactly the same story but it's just it
came after GOAT, OK. For.
Me when I, I am very, very, very bullish that on AI agents and
crypto. And I think that AI agents will
outnumber the number of human users of crypto in the next few
years. Like I think we're going to have
hundreds of millions of them. And I think the provenance of
this first AI money token is really in the meme.
It's not in the I think I own an LLMI.
Think that's the mid curve bit of it, because I think people
are convincing themselves that these are utility plays and
there's some vague like, oh, the token will be used in the future
and they aren't. So like I'm much more bullish on
and I even said this to you for like shock us as a meme around
AI. I'm bullish on far coin being
the 1st meme selected by an AI agent alongside GOAT, right?
And these one, these weren't created, but it was like some AI
researcher came in and said, Hey, I want to make a buck,
right? I'm going to make a coin which
you guys will all buy because I've got the best AI LM.
That's not what happened. He didn't come in.
He didn't even know anything about crypto.
He just started making an agent. And then so that's, and I, but I
also think we are early enough in the cycle that being mid
curve actually can get you quite far.
And I know that's a weird thing to say, but like, I think people
are coming in here and they want to invest in AI because they
haven't been able to invest in AI.
And I think some of these more mid curve narratives, like
gaming was a mid curve narrative.
The, the P2E coins were mid curve narratives and actually
Infinity went to 40 billion. What I'm trying to think there's
a time and a place for a mid curve narrative and at the start
of a bull run, sometimes people convince themselves that utility
math is going to work. They convince themselves they're
investing in the future of the metaverse that they're resting
in the future of. I know like finance with Defy
and right now they think they're investing in the future of AI.
And these coins can also just go to many billions.
And I don't think this is the time of in the market to fade
that too. What do you think, Tyler here?
I mean it must be this music to your ears with the fart coin
stuff. It's hard to call that up.
He loves it, dude. He every time we say fart coin,
by the way, Mando, It's funny because that's the one coin I
never owned. Ironically, I just like it a
lot. But Tyler smiles.
You see this smirk on this? What do you think?
Well, Mando said that pretty eloquently.
I think what's nice about GOAT is I think you can like for me
the the simple simple thesis is it is the AI token that launched
the sector. And I think a lot of like mid
curve theses require like paragraphs of explanation.
And I think Neil Mando explained in in good depth why he's
bullish. But I think you could also
summarize it much more succinctly than that.
I think where that the bubble is happening right now is
definitely in the agents, perhaps in the infrastructure,
but I think the bubble gets much, much bigger.
But we're seeing it. And I think when they run too
high, that's when like at least for me, I started to think, OK,
so I'll take an example like this Lola bot caught fire this
past weekend ran like 4045 million.
She it was having some success with trades.
I think Ansaman touted it, but like if you look at it like it
made like $4000 and it was doing like micro trades and like is it
is an AI trading agent that's made $4000 worth of $40 million
evaluation. Like probably not, right?
Like and maybe like that's a sign to sell.
I don't know. I couldn't go higher from here.
Like, of course, I'm not trying to fund a little specifically.
I think it's a fun AI agent. But I think what it's
highlighting is that's like there's a path where you run
from 2:00 to 40 in just in a matter of a week or two.
And I think we're going to see more and more of these play out
and perhaps then the next, once the bubble gets bigger, maybe
it's two to 100. I don't know.
Like I'm not trying to put tops on on these things.
I think they can all go much, much higher.
Yeah. And also I'm seeing goat number
one on the Binance report is another signal.
Right, right. At this stage, I'm kind of like
my GOAT play is like, Oh yeah, like this me if, if ever like
they start listing these coins like I figured GOAT would be
first to fight. Brian Armstrong was fucking
around with the account early on.
I don't know. I don't know if that means
anything. I don't speculate, but if
anything, it feels like that's the best one to list to the
masses would be like the goat because that's the one also
Ticker's nice, right GOAT like grace of all time, whatever the
fuck. Like it's kind of a good one.
OK, so that was that was my question.
So you guys you guys made me feel better to double down on
the next day. I mean it's I'll buy like 100
million. Can't wait.
And so anyway, so that's the question I had for you guys
regarding that. See Amanda.
And then the other thing is, so I kind of I want to open a
conversation about the pump fun stuff, but maybe we wait for
tomorrow for Mendo because like there's a whole conversation
about that. Should pump fun introduce
content moderation because I listen, I on Friday, I look, I
was in Las Vegas. Shout out to Acorn, shout out to
board APR club, you know, bring me out there was fucking crazy.
I mean, what a weekend. I have some stories for you, but
I don't know if they're good for the record anyways, but that was
that was a great time. But point being is like while I
was away, yeah, at some point I just didn't look at my phone.
I didn't look at any actually, yes, last night was the first
time I look at prices of things in three days.
They're on purpose. I was like, let me just close my
eyes to deck Screener because sometimes it affects my mood
when I'm out of home looking at prices, right?
And it's time. I didn't because it was a $200
million dip on chill guy. They would have been like, you
know, And then I go back home next 450 million again.
But I get home and the pin chat in my boys chat was he's going
to fuck the chicken. And so I clicked on it.
So it brought me back up to the convo and and anyways, I go on
to pictures of, you know, bestiality, anti-Semitism,
people threatening to shoot a fish, some kid threatening to
kill his family. Obviously I don't think these
are serious threats. No, no, I want to.
I'd also don't want to assume the opposite, but there's a
whole conversation right now about pump fun and and caught in
moderation, though I'm not giving an opinion yet.
I don't. I want to go go and inform it
first, but I thought that was an interesting shift of meta this
meta this weekend. Tyler, what the fuck are you
guys? It's hard to avoid.
That is like the elephant in the room right now.
I think an aspect of it that bothers me is that everyone is
posting about it and they're saying like, Oh, this is so
terrible, but they're all engagement farming it.
Like if no one posted about this and no one was was buying the
tokens, it would probably just go away.
But they're doing the opposite. So like they're shining a bigger
light on it. And that's why we're getting
worse and worse stuff by the by the day.
I think streaming is going to is short lived.
I don't think it's got much of AA longer time horizon.
I actually, and this is maybe a conversation for tomorrow.
I started a a conversation with some of the the boys in the chat
of it's like what happens the day pump gets shut down?
Like what does that do to the market?
Like are we going to see like a broad nuke perhaps is it bullish
for the existing coins because perhaps there's a little bit
less dilution coming? I'm fully processed that I want
to. That's an important question.
I think if you're a day trader in this market you need to to
think about because it's non 0. Yeah.
I mean, if anything not shut down by me just like Geo blocked
or some shit, I think that would be the first step.
So is it Geo block is pumped from Geo blocked in the US?
No. It's not I wonder, Hey, it's not
your block to here either. But anyways, I I was just
curious about that. But OK, so that so sleep on that
thought that and let's talk about it tomorrow with Mendo and
and everybody maybe can start following y'all's opinions for
that for for the chat. Anyways, Tyler, what else did
you have as top news here today? Yeah, I mean, I think most of
the action was was in the meme board.
So I think a, a new trend that's been happening in since the last
week is we've been getting like one daily runner and it, it's,
it seems to be the one that's caught the most volume on the
timeline. Like it's like 100 million plus.
It, it was seeming like the cap on the daily runner was like
60-70 million. So like if you were able to
identify what perhaps was the daily run around, like the $20
million mark, it was a nice little swing trade.
So like we saw this with the quant token.
We saw it with Casey on Friday. Mustard was the play on Saturday
with the Mustard Meme. I saw that I didn't know what it
was. I literally lived in AI was a
black wall over there. I was like in the vortex of Las
Vegas. I like, I don't know, I I don't
I can't even catch up with what happened.
What's a mustard thing? I thought it was hilarious.
I. Yeah, it's I think it's tied to
a Kenick Lamar song, but also like just a funny like people
yelling mustard and then like is.
That what it is. Yeah, the NFL picked it up and
then like a bunch of brands. Were like oh God like McDonald's
too and everything. Yeah.
I mean, it's funny and it it ran up and then it did.
I think it was actually kind of, it might be back up.
That's pretty good. Is that what it is?
I can't believe I missed that. This is the type of shit I would
have loved. Pretty good.
I I I swung trade this one a little bit.
I want to play this. I think the overwhelming trend
is that the Daily Runner is a good trade for a day.
Hold on, let's watch this summer.
Let's watch this one. Wait, hold on, let's watch this.
It was Burger King in 1973 in their heated debate with
McDonald's. They needed a smoking that would
help. Them in the.
That would help them in the hamburger race.
They came up with a smoking that would change the trajectory of
the whole hamburger race, they said.
Instead of. Giving you what we think you
should have. You can now have it your way and
I'm so glad that our way God, we're also in fulfilling even
when things don't go wrong. I thought it was going to scream
mustard anyways. Pastor you, it's your service.
But yeah, so that one was pretty viral, but it's it's kind of
tanking. And then last night we saw this
Justice for peanut token. It was apparently the the
peanut. I don't know the whole story.
Someone launched like a peanut guy.
It's. The actual guy himself is the
guy that owns the, you know, I think he's trying to come and
gripped a little bit. Yeah, and I mean, he, it was a,
it was a good grit. It was heavily bundled.
It ran to I, I'm shocked it ran this high.
I mean, it's still at 90. So some people won big on this
one for sure. It's been interesting.
So you haven't missed much huge rebound in that chill guy last
night. That was fun to see as a holder.
We saw the total holder count go over 125,000.
Yeah, that's a big number. I mean, that one's cooking,
yeah. That's, it's got to be one of my
bigger positions though. I I don't know, I just like we
got buy bit listings this morning too.
So. So it's looking good.
I saw the announcement this morning on on the buy bit
official page coming on the spot and then also hyper liquid.
So it got hyper liquid and that and it wasn't what a weekend it
was for that coin. Let me tell you that was one of
the reasons why I logged off the desk Screener.
I was like, I'm just not gonna I cannot.
Like the swings were so intense that I was like this whole
that's this like over the just the OR the span of my weekend in
Vegas, right. Like that was the was that the
artist dip? Yeah, November 21st, right.
You was crazy. Like dude, that was crazy.
By the way, like I get to Las Vegas, when I get to my hotel
room, I'm like, fuck, let me go gamble a little bit.
It was already like 11:00 PM. I was like, let me just gamble.
Like whatever, I'll try to get $1000 out of my the thing.
So I go to the cashier, my passport, my credit card are
behind the cage with the cashier trying to get some money.
And then I get a text from a friend.
Like I get like a bunch of texting yo-yo, yo, what's going
on? What's going on?
What the fuck is happening?
You guys say yo check your Twitter, check your Twitter and
it's the like the tweet from the artist and I'm like, what?
I'm like, ma'am, ma'am, I need my passport back.
I got to run. I take my shit, brother.
I sprinted. I don't feel if anyone's ever
been to the Venetian, OK, I sprinted across the casino.
OK, that's the shit they hate by we're not allowed to run for
casino. I sprinted through the casino,
ran to my room and I just began bull posting.
I was like, what the Hell's going on?
I saw the thing die like 50%, bro.
I was like, what the hell? On my first night, Tyler, on my
first night, anything was recovered.
I was like, dude, I think I'm going to have to take a break
the next couple of days because or else I'm not going to be able
to just enjoy the weekend I meant to enjoy.
That was so the right call. I'll see.
I wonder. If I missed that much, I mean,
there there were some good trades, but like, I think what's
nice about this market is you know there's going to be more
opportunities I. Think I think our coins are
consolidating, like I think the good trades were meant to be
taken and every dip you're meant to add to your convictions.
Like I feel like that like this morning, I'm probably after
going to take a minute to go over like my holdings and more
probably like add a little bit on the in case we go a little
lower here, just nibble on the coins that I think I'm right
about and just keep adding. Like I just I can't for some
reason I can't stop buying bunk. Like I know it sounds so like
cliche at this bunk is the one. I just like buying bunk, even
like this morning whiff was this on Robin Hood and I completely
retraced that right away. So I don't know, but I think
that's a good one. And so, so I don't know, maybe
I'll finally be able to get my fart coin entry that I keep on
missing. Like I I miss it every time.
Still looking pretty strong. Let me see, let me see what
we're looking at on the AI side here.
So go to 765. It's strong dude. 350 in this
dip? That's crazy.
It's just grinding up any any fart depth is a gift.
This is nothing dude. This is actually a crazy chart.
And there's no team risk, you know, there's no dead.
Risk team, right? There's nothing, right?
There's nothing not that I'm aware of.
I mean, so far. So how's D side?
I mean, that was a big narrative before I left because I.
Came back because I think the pump science team is going on
third guy's stream day unless they went on yesterday.
Mando's going on today. All right, nice.
Mando's going to go pump up bags.
So yeah, we saw a decent amount of green.
Let's see who the big mover. So like Riff, Riff's still at 90
million, So it's up there. Well, you're I was at 34.
So that they did this mascot contest and then they they
announced a winner and it was called Roydant.
Then of course, everyone went and launched tokens tied to it.
There was a winner emerged. Then the pump science team came
out and said, hey, hey, hey, we didn't launch this token.
So they like killed it off, which is now like are going to
become a theme with them. So they did similar with Trek
BIOS. Trek Bio is the token tied to
the company that does some of the fly infrastructure that
supports like the streaming of the fly experiments and whatnot,
which had started to catch some buzz kind of tied to the
protocol. And then they came out and said,
hey, this is also not our token. It's the second time science
team has done this hasn't really sat well with me personally.
It kind of comes off a little like grifty.
So I'm curious if they're going to launch a token themselves
here or where that's going to play out.
But that that's my perspective. I think keep an open mind of
course, but in general the, the, the D size sector I think has
cooled from where it was last week.
We'll we'll see in the next few weeks like how much legs it has
at least this group of tokens. I I don't think the broader
improvement is slowing down in any way, but like the
speculation on it. And the other index that we need
to look at, I mean should MOG is now the equivalent of SPX, GIGA
and APU? Yeah, I don't, I don't even look
at this list anymore. If if you need to like, that's
the sign that's. Crazy.
So I actually don't either. I do have them saved, obviously.
I have all your watch lists on my bookmarks.
So we go over on the show. So AI, Mariah, Elon and Desai.
But because the pop cat and mug are not Murat coins to me,
because they were there much long before he came about with
his stuff, especially on the community.
A year and a half before he fucking made his list, right?
But so ticker Bitcoin. So that's why I think ticker
Bitcoin's been hovering like that one's not been down.
Like ticker Bitcoin's always like a torn 50 millile coin,
right? It's kind of like Ken was there,
but the rest, man, it's been getting hammered, huh?
Geez. They're like the the middle
board is, is kind of just kind of going sideways.
I got poo ticker Bitcoin. Yeah.
Like those are kind of the numbers that they're always at.
When I see they kind of swing up or down 20%, it's like who is
Rush? Like who's excited to buy these
right now? I guess I don't know.
I really don't know. Like who's waking up and meant,
man, I can't wait to buy Harry Potter Obama today.
Or like, I don't know, I think there's just so many.
Because it's a lot. Like that, I mean pump fun has
been launching 30,000 tokens a day.
So like there's been massive dilution, there's been massive
attention. If that slows down, perhaps that
is a like a trigger that we would see more attention kind of
circle back to some of the more of the established players.
Maybe they're by, but it feels like the opportunity.
Constantly on this day, remember the other show?
I was saying like this is where I buy lock in.
I didn't realize it won right away to $90,000,000.
That was a good call. Quick bounce back.
Home. I need that one.
The hell it was like before I left I was like, yo, this feels
like bottom tier. I mean, it went all the way and
retraced it, but it's not a bad trade, you know?
Damn. It's good.
I mean lock in seems like a. You don't like that one?
No, I do. I like I don't lock in.
I just don't know why you buy it right now versus.
So I was in the elevator in Vegas this weekend and it was
this like Boomer dad and mom, right?
They were a little on the older side.
And then there was a daughter. I even thought it was her
granddaughter, but I think it was her daughter.
But anyway, so they were like a little older or whatever.
And, and, and the daughter, could you tell she was like Gen.
Z for sure? Like for sure, for sure.
Gen. Z like sub 20 and and she was
like, I don't know, she was her dad was like he he mentioned and
he goes, you know, I am locked in to her daughter because he
was trying to, you know, be the cool dad.
And I thought it was so funny. And then I was an elevator and
then it was like, and then she used the term yapping or
something, which is how she docks herself as a zoomer.
Yeah, I believe that's that's the term they use.
Not a big fan of this word telling your parents that they
were yapping. But anyways, I mean, if if I
told that in my mom, I'd be getting backhand slapped in my
mouth and the teeth. So as when I was a kid, I guess
Gen. Z is different.
You can tell your parents are doing yapping.
I don't know, it would have been a little tour, but you know what
I mean. But anyways, I thought that was
a funny lock in thing. OK, well, look, we went around
the horn. The last one was like the Elon
coins. Does that still a thing, Tyler?
So I mean, I think doge is going to be just fine hanging out at
what's, what's the ETH doge at 2:15 through 10?
9 every trace to get I mean ETH is trading like fucking trash.
I mean oh, that's not the right one.
Whoa whoa whoa whoa, this is not it.
So I opened the wrong one. It's.
I think it's the wrong one in your.
That's the no. OK, that's good.
Yeah, just look at your lines. Wow, beautiful lines.
All right, my mind. The buy zone right now on on
Doge, yeah. I mean, it's where I bought, so
I guess I'll just also buy more of that one.
ETH memes, there's just again, there's like there's not much
action on. Uh oh, ETH just had a mega
candle back up. Uh oh oh, 45. 30.
Look at that. Maybe we get some ETH meme
action on the back of this. That's the bull, that's the
that's the fucking. That's a candle if I've seen
one. That's a bull.
Hammer on the fucking 4 hour here at 3500.
Is that, is that, is that bad for us?
Does that mean we're everything's going to nuke?
Bo Hammer's Wizard's favorite candle.
And I like it a lot. Yeah, it's because it's in the
form of a hammer. And it's usually like you
usually you tend to like. I guess the TA guy likes to
think that you tend only bad. Tyler, if your main bag isn't
ETH memes, that's when it's bad. Yeah.
Like, like, you mean like having
a lot of wrecked coin as I'm. I'm not saying anything at all.
I'm just playing. I cleaned my red coin this
morning. I also know that was that that
happened. I woke up rich.
I was really happy. It's been a while since since I
claimed something. I'm going to post about it
later, but I was really excited. I missed the whole red coin
claim the other day because I wasn't home.
So that was exciting to see. So yeah, I mean, look, I think
there was just a quick liquidation dump this morning.
I think we'll be much higher tomorrow.
I mean, we're back at 96 to 46 and 3500.
So you absolutely love to see that in the in the order books.
And I think we went around well. Tomorrow again, we'll be back
with the robot loot box fans. Was there a big win on Friday?
I missed that too. No double rec guys.
Double red guys there. You going on a record launch?
You'll love to see that. It's perfect.
Exactly. All right, well, with that, with
that, with that, we'll see y'all tomorrow morning, Tani, I'm Mr.
Standard Time for the episode of FOMO Hour on rug radio.
Let's go.