1 00:00:00,040 --> 00:00:02,320 Yo-yo, yo what up, what up? Good morning. 2 00:00:02,320 --> 00:00:11,600 Good morning GMG Tuesday May 13th, 2025. 3 00:00:11,600 --> 00:00:14,640 Look at that another beautiful day to have a beautiful day. 4 00:00:14,640 --> 00:00:19,600 I got my Co host in the house breaking news Tyler this 5 00:00:19,600 --> 00:00:21,160 morning. Tyler good morning. 6 00:00:21,240 --> 00:00:23,120 How are you doing? I'm doing great. 7 00:00:23,160 --> 00:00:27,880 And man, folks, just off the presses, crypto punks have been 8 00:00:28,400 --> 00:00:30,320 the IP has been acquired. Crazy. 9 00:00:31,000 --> 00:00:35,760 The Node Foundation, the Infinite Node Foundation, and 10 00:00:35,760 --> 00:00:38,320 Matt and John are coming back as advisors. 11 00:00:39,360 --> 00:00:43,520 I'm going to change the title of the space to to bait people. 12 00:00:43,960 --> 00:00:49,720 This is huge. Crypto punks, hold on. 13 00:00:49,720 --> 00:00:51,320 So you're saying because you were talking about this. 14 00:00:51,840 --> 00:00:53,960 So that's what we kind of like rush to start the show here. 15 00:00:53,960 --> 00:00:56,160 So let's just bring this up. We'll get into the whole thing 16 00:00:56,160 --> 00:01:00,600 after blah blah blah market report da da da well connect. 17 00:01:00,600 --> 00:01:06,280 Love you guys. Crypto punks. 18 00:01:06,280 --> 00:01:11,040 I just went on there. OK, so crypto punks NF TS 19 00:01:11,040 --> 00:01:13,600 account. We're excited to announce crypto 20 00:01:13,600 --> 00:01:15,960 punks have found a permanent home in the infinite Note 21 00:01:15,960 --> 00:01:18,320 Foundation. Note Foundation is a nonprofit 22 00:01:18,320 --> 00:01:21,360 committed to the preservation expansion of digital art. 23 00:01:22,000 --> 00:01:25,840 Larva Labs founders and artists Matt Hall and John Watkinson are 24 00:01:25,840 --> 00:01:29,760 returning to join in the guiding role for the Future of Punks, 25 00:01:29,800 --> 00:01:33,800 alongside Advisory Board members Gordon Gunner and Snowfro. 26 00:01:34,680 --> 00:01:38,000 Huge. What an Advisory Board that is? 27 00:01:38,040 --> 00:01:39,320 I mean, I feel like. I like that. 28 00:01:40,040 --> 00:01:44,280 It's like the dream team. I have to say this is great. 29 00:01:44,280 --> 00:01:47,080 First and foremost, shout out to Yuga Labs for I believe making 30 00:01:47,080 --> 00:01:49,600 the right call here. We did see, remember when there 31 00:01:49,600 --> 00:01:53,800 was rumors and we had a market on that and Garga said yet or 32 00:01:53,800 --> 00:01:55,960 find the right person. Remember you, you pointed out 33 00:01:55,960 --> 00:01:58,720 that little sentencing, they didn't say no, they said the 34 00:01:58,720 --> 00:02:03,040 right person and no foundation. Didn't they just open the $25 35 00:02:03,040 --> 00:02:05,560 million fund or something announced the $25 million fund 36 00:02:05,560 --> 00:02:07,960 for art etcetera. I don't know if it was them. 37 00:02:08,280 --> 00:02:11,640 I may I may have missed that. I think it was them anyways. 38 00:02:11,640 --> 00:02:14,480 I could be wrong here, but I believe it was something around 39 00:02:14,480 --> 00:02:17,880 the notes foundation and they they started the whole thing. 40 00:02:19,080 --> 00:02:22,840 I, I think I forgot who talked about this or maybe I'm wrong. 41 00:02:22,880 --> 00:02:26,160 But point being Matt and John are back. 42 00:02:26,680 --> 00:02:29,520 They're on the board. The IP can't be fucked with 43 00:02:29,520 --> 00:02:34,640 because it's now been given into a nonprofit, which I love and 44 00:02:34,720 --> 00:02:37,560 snow frozen and we all know that snow fro the goat and one of the 45 00:02:37,560 --> 00:02:41,360 kindest and biggest goats in the history of digital art. 46 00:02:41,360 --> 00:02:44,600 So this is massive news here with the IP. 47 00:02:44,600 --> 00:02:46,160 So it appears it's just the IP by the way. 48 00:02:46,160 --> 00:02:50,880 So that probably means Yuga Labs keeps their 400 something punks 49 00:02:50,880 --> 00:02:52,520 that they acquired during the last deal. 50 00:02:53,080 --> 00:02:54,840 Thoughts. Tyler, what's your what's your 51 00:02:54,840 --> 00:02:57,280 first thoughts here? Well, a little bit more on the 52 00:02:57,280 --> 00:02:58,640 announcement. So they've got a nice model of 53 00:02:58,640 --> 00:03:00,320 stewardship here. If you read the announcement, 54 00:03:00,320 --> 00:03:02,600 they're they're talking about preservation. 55 00:03:02,760 --> 00:03:05,320 So ensuring that the technological integrity and 56 00:03:05,320 --> 00:03:08,160 longevity communities, they're going to be focused on fostering 57 00:03:08,480 --> 00:03:11,960 an engaged ecosystem and then expansion. 58 00:03:12,280 --> 00:03:15,280 So creating new context where punks can be studied. 59 00:03:15,760 --> 00:03:17,680 So I think that's a big one as well, right? 60 00:03:17,680 --> 00:03:20,080 I think there there's always this chatter of like punks 61 00:03:20,080 --> 00:03:24,000 holders. They want a founder who is just 62 00:03:24,000 --> 00:03:27,960 going to leave it alone. Like we saw that refrain like 63 00:03:27,960 --> 00:03:30,280 stats, a good friend, always push back on that. 64 00:03:30,280 --> 00:03:31,600 Like, is that what you really want? 65 00:03:31,600 --> 00:03:37,720 Like I think there is an angle of you want an owner group who 66 00:03:37,720 --> 00:03:39,640 is still going to to get punks out there. 67 00:03:39,640 --> 00:03:42,920 Like like get them in museums, like do more than nothing. 68 00:03:43,840 --> 00:03:47,720 And I'm not saying do new mints for punk holders. 69 00:03:48,040 --> 00:03:49,240 Like we saw how that went, right? 70 00:03:49,760 --> 00:03:53,640 Right, which was arguably the the biggest mistake during the, 71 00:03:53,680 --> 00:03:57,840 the, the Yuga ownership era. But I think you want them doing 72 00:03:57,840 --> 00:04:00,440 something like you want them helping to, to run a community. 73 00:04:00,440 --> 00:04:04,720 I think you want them to, to keep pushing the, the brand out 74 00:04:04,720 --> 00:04:07,880 there into the world. So I, I, I love this stewardship 75 00:04:07,880 --> 00:04:12,400 model and, and I think this is so there was rumors of an 76 00:04:12,400 --> 00:04:14,120 announcement. I, I didn't have any inside info 77 00:04:14,120 --> 00:04:16,680 on this one at all. And I was always, I was 78 00:04:16,680 --> 00:04:19,040 wondering what could it be like, what's the best case outcome? 79 00:04:19,040 --> 00:04:22,200 I mean, this feels pretty close to like a best case outcome 80 00:04:22,200 --> 00:04:23,400 here. Like if you're a punk solver. 81 00:04:23,960 --> 00:04:26,680 I have a hard time thinking of a better case given the people 82 00:04:26,680 --> 00:04:31,760 involved here. What do you, you know, this I, 83 00:04:31,760 --> 00:04:33,160 I, I can't think of a better case. 84 00:04:33,480 --> 00:04:37,040 Actually, the only case is like, hey, like what happens to 440 85 00:04:37,040 --> 00:04:40,000 Punk sold by Yuga, which are arguably probably the one of the 86 00:04:40,000 --> 00:04:41,840 strongest assets on their balance sheet at the moment. 87 00:04:41,840 --> 00:04:43,920 From the company's perspective, it's pretty crazy when you think 88 00:04:43,920 --> 00:04:46,240 about the utilizes 400 something plus on the balance sheet, 89 00:04:46,240 --> 00:04:47,680 right? So like, or how are they going 90 00:04:47,680 --> 00:04:49,520 to sell them this? Another thing is I trust Gordon 91 00:04:49,520 --> 00:04:51,240 Gunner. I actually be like the Gordon's 92 00:04:51,240 --> 00:04:55,080 on the board of this foundation because first and foremost, I do 93 00:04:55,080 --> 00:04:57,000 want to give you guys some credit because they ate a lot of 94 00:04:57,000 --> 00:04:59,040 shit. I'm in the punks chat. 95 00:04:59,040 --> 00:05:02,080 You are too in Telegram, which is like 800 punk members, very 96 00:05:02,080 --> 00:05:05,880 active, very opinionated, rightfully so, by the way, I I 97 00:05:05,920 --> 00:05:11,000 say that in a good way. And and they've eaten some shit 98 00:05:11,000 --> 00:05:13,600 like not only to Natalie Stone, who's been a great steward. 99 00:05:13,600 --> 00:05:15,760 The punks in my opinions, eaten a lot of shit from punks. 100 00:05:15,760 --> 00:05:19,360 I got the interview. I've got to interview Matt, 101 00:05:19,400 --> 00:05:22,000 remember in, in in Miami alongside Natalie and I think 102 00:05:22,000 --> 00:05:23,880 that they had a great synergy. Actually asked Matt, you know, 103 00:05:23,880 --> 00:05:25,880 like how you liking this? Like are they good with you, 104 00:05:25,880 --> 00:05:27,040 etcetera. And he really liked it. 105 00:05:27,200 --> 00:05:28,680 So you could see something was kind of brewing. 106 00:05:29,720 --> 00:05:32,640 I have to say I think this is the best outcome. 107 00:05:33,120 --> 00:05:35,880 So shout out to you labs for picking the right person and 108 00:05:35,880 --> 00:05:39,840 shout out to this person for acquiring it and not necessarily 109 00:05:39,840 --> 00:05:42,120 trying to like monetize it like that, you know, I mean, like it 110 00:05:42,120 --> 00:05:43,920 could have gone. They can do whatever they want. 111 00:05:43,920 --> 00:05:45,080 It seems like they're doing the right choice. 112 00:05:45,640 --> 00:05:47,840 Totally. I want to give a shout out to 113 00:05:47,840 --> 00:05:50,680 you, Collapse. I actually think, I think I I 114 00:05:50,680 --> 00:05:53,440 get in a pretty good grade during their tenure. 115 00:05:53,440 --> 00:05:56,920 I'd probably give them AB, maybe AB Plus I think they did a lot 116 00:05:56,920 --> 00:05:59,720 of positive things. I mean, they got us to the ICA 117 00:05:59,720 --> 00:06:03,320 Miami, they did the most the Josh, Josh Pompidou. 118 00:06:03,320 --> 00:06:05,560 So Josh Pompidou is an icon in the art industry. 119 00:06:05,560 --> 00:06:09,760 It's like the the top right Tier 0 exchange type thing, right? 120 00:06:12,000 --> 00:06:14,720 So they've, they've done the good job, you know. 121 00:06:16,040 --> 00:06:19,200 Given how much shit like as you mentioned that they got, you 122 00:06:20,120 --> 00:06:22,080 know, during the takeover and then of course the Nina Chanel 123 00:06:22,080 --> 00:06:26,080 meant was. That was a slip, whatever, you 124 00:06:26,080 --> 00:06:26,720 know. Yeah. 125 00:06:27,840 --> 00:06:31,800 I, I think when, when we look back on this era, 10 years in 126 00:06:31,800 --> 00:06:34,080 the future, I think that's a small blip on the radar. 127 00:06:34,760 --> 00:06:37,440 They sold me bits to the right person too, like the most 128 00:06:37,440 --> 00:06:40,160 obsessed person with me bits. Sometimes I feel like Sergito 129 00:06:40,160 --> 00:06:45,040 likes me bits more than I love my fiance and actually was just 130 00:06:45,040 --> 00:06:49,960 texting me 5 seconds ago about me bits and and and now they've 131 00:06:49,960 --> 00:06:52,120 now sold this to the right person. 132 00:06:52,120 --> 00:06:53,880 Yeah, it says it here is together as dirty notice 133 00:06:53,880 --> 00:06:55,840 assemble and Advisory Board made-up a visionary voice in 134 00:06:55,840 --> 00:06:58,640 digital art in history of punks Matt and Hall, John Matt Hall 135 00:06:58,640 --> 00:07:01,560 and John Watkinson Larva Labs Wiley Arno, which is Gordon 136 00:07:01,560 --> 00:07:04,240 Connor Yuga Labs Eric Calderon on our blocks are on boxing, 137 00:07:04,240 --> 00:07:06,920 which is Nofro. In addition, we are happy to 138 00:07:06,920 --> 00:07:08,920 share that we will be enlisting during this transactional Nali 139 00:07:08,920 --> 00:07:12,800 Stone to continue her tour. OK, so she's going to come as an 140 00:07:12,800 --> 00:07:14,120 advisor to know this is good. That's. 141 00:07:15,160 --> 00:07:17,000 Great. Very happy for her. 142 00:07:18,360 --> 00:07:20,320 This is good news. Here you go. 143 00:07:20,320 --> 00:07:22,240 See there it is. ICA Miami. 144 00:07:22,520 --> 00:07:24,400 LACMA Songs. Pompidou, ZKM. 145 00:07:24,400 --> 00:07:28,960 Toledo Museum of Art This is a great outcome. 146 00:07:29,120 --> 00:07:32,320 Oh, and they're launching a major exhibition of the full 10K 147 00:07:32,320 --> 00:07:36,560 collection to debut in Notes Permanent Hub and Space in Palo 148 00:07:36,560 --> 00:07:37,840 Alto. Wow. 149 00:07:39,520 --> 00:07:41,360 Silicon Valley. Silicon Valley. 150 00:07:41,360 --> 00:07:42,960 I mean, that's the right place for the punks. 151 00:07:45,120 --> 00:07:46,480 Wow. Love that. 152 00:07:47,040 --> 00:07:51,280 I, I don't believe, I don't believe someone's saying you got 153 00:07:51,280 --> 00:07:53,640 paid millions to release the IP rights and then hand the legacy 154 00:07:53,640 --> 00:07:55,960 over to nonprofit. I, I don't believe they handed 155 00:07:55,960 --> 00:07:57,080 it over. I believe this was an 156 00:07:57,320 --> 00:07:59,040 acquisition of the IP, by the way. 157 00:07:59,560 --> 00:08:03,720 So like Yuga Lap said, hey, here's the IP, you know, I 158 00:08:03,720 --> 00:08:09,040 believe they sold it And, and I think it's a smart thing. 159 00:08:09,800 --> 00:08:11,840 Wow, very cool. I'd love to have the note 160 00:08:11,840 --> 00:08:14,320 foundation on the show that. Would be incredible. 161 00:08:15,240 --> 00:08:18,520 I think Benny might know them. So we'll that would be nice. 162 00:08:18,520 --> 00:08:20,400 We would love to see if we can get them. 163 00:08:20,400 --> 00:08:23,080 So let's see, should we go? I mean, I hate to do that, but 164 00:08:23,080 --> 00:08:24,440 should we see how the market's reacting to it? 165 00:08:25,840 --> 00:08:27,720 That was my first thing. No sales yet, I mean. 166 00:08:28,720 --> 00:08:31,440 There was some sales, you know, over the last few days, rumors 167 00:08:31,440 --> 00:08:34,360 floating around. The punk Bitcoin race was good, 168 00:08:34,360 --> 00:08:35,400 brother. Wait, is it? 169 00:08:35,640 --> 00:08:37,880 Did it just jump to 47.9? Wait, maybe some sales? 170 00:08:37,880 --> 00:08:39,760 It didn't, it just, it's coming in right now. 171 00:08:39,760 --> 00:08:44,039 I think it's just hitting, let's see, here you go, recent two 172 00:08:44,039 --> 00:08:48,680 sales just now it's 47854. Sorry, offer NO1234 sales here. 173 00:08:48,680 --> 00:08:52,080 Suite floor suite. Wow, oh man. 174 00:08:52,560 --> 00:08:55,080 Casual Casual Half $1,000,000 floor suite you know. 175 00:08:55,600 --> 00:08:59,440 We're we're, we're dominating that that that punk Bitcoin 176 00:08:59,440 --> 00:09:01,920 spread right now maybe. We're making Bitcoin a bitch, 177 00:09:03,600 --> 00:09:05,280 come on. I wish Amanda was here to hear 178 00:09:05,280 --> 00:09:07,960 this. Look at this floor. 179 00:09:08,680 --> 00:09:13,240 This is the thinnest I can remember saying it, and I've 180 00:09:13,240 --> 00:09:15,280 been watching it fairly closely because I. 181 00:09:15,400 --> 00:09:22,800 Was I watch it every day. But I mean it's thin to 5550 182 00:09:22,800 --> 00:09:25,080 and. Now this one is so nice. 183 00:09:25,240 --> 00:09:26,640 I was looking at that one today actually. 184 00:09:27,200 --> 00:09:29,480 I know The thing is like, do I want another punk or do I want a 185 00:09:29,480 --> 00:09:32,320 Nautilus? And I'm just like, so torn, you 186 00:09:32,320 --> 00:09:34,080 know? That's a 5712 right there. 187 00:09:36,240 --> 00:09:38,880 Two Nautilus is here soon. I'm not going to lie, brother, 188 00:09:39,280 --> 00:09:41,480 like put that way, you know what I mean? 189 00:09:41,480 --> 00:09:45,120 Like, yeah, the punk protect Philippe ratio. 190 00:09:45,160 --> 00:09:47,480 You probably bet up with the punk as well, you know at. 191 00:09:49,080 --> 00:09:51,200 Least in the near future. I mean, I think people who 192 00:09:51,200 --> 00:09:55,480 bought them at 80 KA week ago, they're feeling real good. 193 00:09:55,680 --> 00:09:59,560 Hear me out Floor punk to buy a punk floor, use the collateral 194 00:09:59,560 --> 00:10:02,120 to buy a Patak all. Right now we're talking. 195 00:10:02,560 --> 00:10:06,560 Now we're talking. You can get a 60% loan right so. 196 00:10:06,560 --> 00:10:09,480 And I can also get a loan on the paddock on like those. 197 00:10:09,480 --> 00:10:12,880 Fucking should I like do some fuckery here? 198 00:10:13,080 --> 00:10:13,960 What? What are we doing? 199 00:10:14,000 --> 00:10:16,480 Why are we all doing? This like should I just do some 200 00:10:16,480 --> 00:10:18,080 fuckery? With the Patak baby. 201 00:10:18,920 --> 00:10:21,320 I would solve it as fuck. Like I can afford paying up the 202 00:10:21,320 --> 00:10:23,440 the the thing, you know, whatever the thing, like a 203 00:10:23,440 --> 00:10:26,600 monthly, whatever fee it is. Like I yo Gandhi, hit me up. 204 00:10:27,440 --> 00:10:28,960 I think we just stumbled onto something. 205 00:10:29,320 --> 00:10:30,880 Who's? Gandhi, I got a partnership 206 00:10:30,880 --> 00:10:32,080 opportunity for you right here this. 207 00:10:35,200 --> 00:10:37,960 Is awesome. What if like, you know, anyways, 208 00:10:37,960 --> 00:10:39,640 today was the show. Well, look, we'll talk about 209 00:10:39,640 --> 00:10:40,760 markets. We'll talk. 210 00:10:40,760 --> 00:10:41,880 We have to start with that, lads. 211 00:10:41,960 --> 00:10:44,600 You know, it's a it's arguably the biggest news of the day, 212 00:10:44,600 --> 00:10:45,920 though. We're getting like some Chinese 213 00:10:45,920 --> 00:10:51,680 news flowing in right now as well, Tyler nonstop as well. 214 00:10:53,400 --> 00:10:57,320 And it's good just now feel like we just have to go right into 215 00:10:57,320 --> 00:10:59,000 that. Where is it? 216 00:10:59,760 --> 00:11:03,040 I just saw Walter Bloomberg like spam my my minor vacations. 217 00:11:05,720 --> 00:11:07,040 Wow. OK, hold on. 218 00:11:08,200 --> 00:11:11,320 Trump announces $600 billion sound investment commitment, 219 00:11:12,280 --> 00:11:16,600 followed by China's tariff cut on US goods to take effect May 220 00:11:16,600 --> 00:11:20,200 12th. That's yesterday. 221 00:11:21,320 --> 00:11:25,120 China Finance Ministry to reduce the 34% tariff rates on US goods 222 00:11:25,120 --> 00:11:28,440 to 10%. China Finance Ministry to pause 223 00:11:28,440 --> 00:11:30,880 the 24% tariff rate on US goods for 90 days. 224 00:11:31,440 --> 00:11:36,360 Holy shit. And China to cancel additional 225 00:11:36,360 --> 00:11:39,360 tariff imposing US products until 2 later rounds of 226 00:11:39,360 --> 00:11:42,640 measures. Yes, they moved quick. 227 00:11:42,800 --> 00:11:47,000 So basically the the trade deal is now being executed. 228 00:11:47,200 --> 00:11:49,640 Executed as of yesterday. So they they, they meant 229 00:11:49,640 --> 00:11:52,200 executive effect yesterday. Yeah. 230 00:11:52,920 --> 00:11:56,960 Wow. So it's good. 231 00:11:57,440 --> 00:12:00,360 I think there is a little bit of, I mean we, we do need to 232 00:12:00,360 --> 00:12:05,560 caveat like so like in ECOM who gets, he runs AE bike shop and 233 00:12:05,560 --> 00:12:09,560 he gets his parts from China. So now I mean it's, it is a 30% 234 00:12:09,560 --> 00:12:12,400 tariff. So his his parts are 30% more 235 00:12:12,400 --> 00:12:15,720 expensive than they were before. Liberation. 236 00:12:16,920 --> 00:12:23,640 But they are not 145% tariffs. So now I guess he's at least in 237 00:12:23,640 --> 00:12:28,560 the position where he can start to make plans like does he want 238 00:12:28,560 --> 00:12:31,360 to buy these parts at a 30% premium? 239 00:12:31,360 --> 00:12:34,200 He can start to think about what that means for his pricing. 240 00:12:34,440 --> 00:12:36,760 Yeah, at least he can start to move forward, right, versus like 241 00:12:36,760 --> 00:12:40,320 we were in this four week period where you couldn't even make 242 00:12:40,320 --> 00:12:41,960 decisions. Tough. 243 00:12:42,520 --> 00:12:45,560 Yeah, for the most part. So I think there's some clarity. 244 00:12:45,880 --> 00:12:48,040 Of course, there's still a big unknown what happens. 245 00:12:48,080 --> 00:12:50,720 Of course. But progress. 246 00:12:51,280 --> 00:12:58,040 Progress nonetheless looks like looks like the you know, looks 247 00:12:58,040 --> 00:13:05,280 like the the looks like that was a bullish Geneva meeting over 248 00:13:05,280 --> 00:13:07,320 the weekend. Looks like looks like they had a 249 00:13:07,880 --> 00:13:10,200 looks like they had a good time anyway, So look at this stage, 250 00:13:10,200 --> 00:13:13,120 we already started the show. You know, I just want to give a 251 00:13:13,120 --> 00:13:15,320 quick shout out to our partners over at wallet connect. 252 00:13:15,840 --> 00:13:18,000 I do I do have to say that because I didn't do the ad read 253 00:13:18,000 --> 00:13:19,360 the Bing of the show. So we'll do markets. 254 00:13:19,360 --> 00:13:22,960 We'll we'll go over Tyler's top 100 and we'll do a giveaway. 255 00:13:22,960 --> 00:13:25,880 So make sure you sign up raffle bought the XYZI don't know the 256 00:13:25,880 --> 00:13:28,720 code yet? Nevermind is punks P1 KS for a 257 00:13:28,720 --> 00:13:30,320 chance to win some money today on the show. 258 00:13:30,680 --> 00:13:33,800 Make sure you use our referral codes for more one.com. 259 00:13:33,800 --> 00:13:36,000 And lastly, the show is powered by wallet connect Wallet connect 260 00:13:36,000 --> 00:13:38,400 is a connectivity network shaping the future of on chain 261 00:13:38,400 --> 00:13:39,840 UX. If you've connected to Web 3 262 00:13:39,840 --> 00:13:41,760 app, you've seen wallet connect that blue logo. 263 00:13:41,760 --> 00:13:43,600 It's everywhere. An icon of trust in crypto is 264 00:13:43,600 --> 00:13:45,560 recognizable as Visa checkout. Want to learn more? 265 00:13:45,560 --> 00:13:47,880 Follow wallet connect on X and Telegram to stay ahead of what's 266 00:13:47,880 --> 00:13:50,040 next. Tyler Let's let's take it top 267 00:13:50,040 --> 00:13:57,920 down and see what news you got for us today who analysis Tyler 268 00:13:57,920 --> 00:14:00,800 T on FOMO our cause the kids can. 269 00:14:03,840 --> 00:14:06,400 Yeah, crypto majors have been on a bit of a roller coaster here 270 00:14:06,400 --> 00:14:08,840 over the last day. Looking slightly red, Bitcoin 271 00:14:08,840 --> 00:14:14,280 103200 ETH outperforming just a tad at 2540. 272 00:14:14,720 --> 00:14:17,680 We had Goldman Sachs, they reduced their US recession odds 273 00:14:17,680 --> 00:14:22,640 to just 35% after $2.2 trillion was added to the stock market on 274 00:14:22,640 --> 00:14:24,920 Monday. And it looks like that NASDAQ up 275 00:14:24,920 --> 00:14:27,920 another 1 1/2 points here today. So we might be in for another 276 00:14:27,920 --> 00:14:30,280 Green Day. House Republicans, they 277 00:14:30,280 --> 00:14:33,680 introduced that Trump draft tax bill which featured several 278 00:14:33,680 --> 00:14:37,720 major changes, but no mention of crypto at at least yet. 279 00:14:38,560 --> 00:14:41,800 So, so no tax cuts on those capital gains folks. 280 00:14:42,080 --> 00:14:47,240 Coinbase added to the S&P 500 index is going to go live next 281 00:14:47,240 --> 00:14:50,240 week. It replaces Discover as a bit of 282 00:14:50,240 --> 00:14:53,960 a sign of the times and that Coinbase stock up 16% to that. 283 00:14:53,960 --> 00:14:55,360 So the market likes that quite a bit. 284 00:14:56,080 --> 00:14:59,680 In other news, American Bitcoin, a subsidiary of Hut 8, which is 285 00:14:59,680 --> 00:15:02,320 backed by Eric Trump, they announced plans to go public via 286 00:15:02,320 --> 00:15:06,120 merger with Gryphon Digital Mining and to become a Bitcoin 287 00:15:06,120 --> 00:15:08,120 acquisition company, build strategic reserves. 288 00:15:08,120 --> 00:15:11,440 So the Trump's are going deeper into crypto and another company 289 00:15:11,440 --> 00:15:14,400 now added to the list who is acquiring Bitcoin. 290 00:15:14,400 --> 00:15:16,360 We also had this GD Culture Group. 291 00:15:16,760 --> 00:15:19,600 They announced plans to sell up to $300 million in stock to buy 292 00:15:19,600 --> 00:15:23,720 Bitcoin and Trump coin, despite warnings from the NASDAQ that 293 00:15:23,720 --> 00:15:26,000 they are already set to be delisted. 294 00:15:26,000 --> 00:15:27,640 And they're just a $30 million company. 295 00:15:27,640 --> 00:15:30,080 So we're seeing more and more of this. 296 00:15:30,400 --> 00:15:33,200 We had the SEC chair, Paul Atkins say his priority is to 297 00:15:33,200 --> 00:15:35,440 develop rational regulatory framework for crypto. 298 00:15:36,120 --> 00:15:38,720 So some positive rhetoric there. And then New York City Mayor 299 00:15:38,720 --> 00:15:40,920 Eric Adams invited crypto companies to establish 300 00:15:40,920 --> 00:15:43,560 themselves in New York City, says he wants to be the global 301 00:15:43,560 --> 00:15:46,720 crypto hub. So strong words from the New 302 00:15:46,720 --> 00:15:49,720 York City mayor. Let's see in token AirDrop and 303 00:15:49,720 --> 00:15:52,480 protocol news, salon DEX volume hit a nine week high this past 304 00:15:52,480 --> 00:15:55,600 week, 35.6 billion. And somewhat of the sign of 305 00:15:55,600 --> 00:15:57,360 animal spirits returning pump fun. 306 00:15:57,360 --> 00:15:58,480 We shared it on yesterday's show. 307 00:15:58,720 --> 00:16:01,560 They announced creator revenue sharing 50% of pump swap revenue 308 00:16:01,560 --> 00:16:04,320 going to creators. Ethereum developers are already 309 00:16:04,320 --> 00:16:08,000 preparing for that next FUSACA upgrade aims to reduce cost for 310 00:16:08,000 --> 00:16:10,480 layer 2 solutions and validators paradigm. 311 00:16:10,480 --> 00:16:12,880 This was an interesting 1A paradigm researcher introduced 312 00:16:12,880 --> 00:16:14,640 the concept of multiverse findings. 313 00:16:14,640 --> 00:16:17,480 So interesting. Allowing users to make trades 314 00:16:17,480 --> 00:16:20,520 based on future potential outcomes using prediction, 315 00:16:20,520 --> 00:16:22,160 marking bet tokens as collateral. 316 00:16:22,160 --> 00:16:26,080 So we may have to dig into that and then Coindesk or new 317 00:16:26,080 --> 00:16:30,760 prediction markets along with myriad ahead of consensus 252025 318 00:16:31,440 --> 00:16:33,240 S Go check those out. I'm sure we'll pull those up. 319 00:16:33,720 --> 00:16:35,960 ABS trap champion. They launched their full EBM 320 00:16:35,960 --> 00:16:38,080 compatibility yesterday. Blast is ending a service 321 00:16:38,080 --> 00:16:41,560 agreement with safe as they integrate their own native multi 322 00:16:41,560 --> 00:16:42,800 sig. And then in memes. 323 00:16:42,800 --> 00:16:46,480 The AIAI board was totally down. Virtuals is getting added to 324 00:16:46,480 --> 00:16:48,640 Kaido today. So that's a big one. 325 00:16:48,640 --> 00:16:51,680 So expect a lot more virtuals yapping on your timeline. 326 00:16:52,720 --> 00:16:54,640 Memes were red with this launch coin. 327 00:16:54,960 --> 00:17:00,520 It was the story of the day. Tyler, we didn't call that one. 328 00:17:01,080 --> 00:17:03,920 You didn't send us that one. I apologize. 329 00:17:04,599 --> 00:17:06,040 You're good. You sent this house coin at like 330 00:17:06,040 --> 00:17:10,520 5 mil did. It's up to it's up to 150 331 00:17:10,520 --> 00:17:13,520 million, but the launch coin, the believe app ecosystem now 332 00:17:13,520 --> 00:17:19,200 over 300 million set your tokens up 7 to 10X on the day. 333 00:17:19,200 --> 00:17:22,280 So this is the talk of the town Internet capital markets are 334 00:17:22,280 --> 00:17:24,079 back, I see. No. 335 00:17:26,640 --> 00:17:29,600 Ted, can we so I'm assuming you have that's the end of your your 336 00:17:29,600 --> 00:17:30,640 stick, because I want to start there. 337 00:17:30,640 --> 00:17:32,920 If you're if you're so let's start there because I kind of 338 00:17:32,920 --> 00:17:36,400 want people to like I, I, I'm obviously sidelined, yes, but 339 00:17:36,400 --> 00:17:38,480 also busy. So I I missed that completely. 340 00:17:39,240 --> 00:17:42,440 I wish I didn't. In retrospect, seems like a lot 341 00:17:42,440 --> 00:17:44,400 of people got it, but so look at the chart. 342 00:17:44,400 --> 00:17:51,640 So holy shit, like this launch in Jan went to 80 mil, went this 343 00:17:51,640 --> 00:17:58,240 actually to 0 like literally 0 sideways until now and just went 344 00:17:58,240 --> 00:18:07,320 from April 20th from 1 mil to 160, so 160X in a few days. 345 00:18:08,120 --> 00:18:11,080 What is launch coin? Let's take it from the top. 346 00:18:11,440 --> 00:18:15,120 I heard this Pasternak thing now Nikki Tabir let's take it from 347 00:18:15,120 --> 00:18:16,520 the top. What is this whole thing? 348 00:18:17,280 --> 00:18:20,400 Yeah, so, so Ben Pasternak previously launched the Cloud 349 00:18:20,400 --> 00:18:24,120 app and that's where you saw that initial token spike and he 350 00:18:24,120 --> 00:18:25,960 launched a Pastor Matt coin on clout. 351 00:18:25,960 --> 00:18:28,400 Clout didn't really make it, didn't really see a whole lot of 352 00:18:28,400 --> 00:18:31,640 product market fit. So he quickly pivoted to to this 353 00:18:31,680 --> 00:18:36,000 Believe app, which allows founders to list projects by 354 00:18:36,000 --> 00:18:38,880 posting on X and giving a a ticker. 355 00:18:39,600 --> 00:18:42,280 And then they effectively have launched their token on the 356 00:18:42,280 --> 00:18:43,840 believe. That bonding curve, if it hits 357 00:18:43,840 --> 00:18:47,880 100K graduates, it goes to Meteora where creators and the 358 00:18:47,880 --> 00:18:52,560 Believe team will split 2% fees. I believe team, they have a full 359 00:18:52,560 --> 00:18:55,480 playbook for creators talking about kind of best practices for 360 00:18:55,480 --> 00:18:58,280 how to launch their their tokens. 361 00:18:58,280 --> 00:19:01,320 I think this is a little bit more catered towards actual 362 00:19:01,640 --> 00:19:05,240 products, a little bit more towards like, you know, a little 363 00:19:05,240 --> 00:19:09,080 bit more of like AVC app. So these are more apps vibe 364 00:19:09,080 --> 00:19:13,880 coded products like that, that type of a thing versus AI agents 365 00:19:14,200 --> 00:19:15,920 is just pure shit coins. So these are not shit coins. 366 00:19:15,920 --> 00:19:20,400 These are actual products, at least for the most part Ben 367 00:19:20,400 --> 00:19:23,840 Pashmack, the founder Nikita Beer has is clearly tied in. 368 00:19:24,080 --> 00:19:28,720 He's been talking about the project a decent amount on X. 369 00:19:30,160 --> 00:19:32,400 So that's that's there. There's an actual app that you 370 00:19:32,400 --> 00:19:34,680 can download on your phone and you can get access to trade the 371 00:19:34,680 --> 00:19:36,600 bonding curve and and see these products. 372 00:19:36,680 --> 00:19:39,360 You can also trade them on on Jupiter or what not. 373 00:19:39,640 --> 00:19:44,080 I think that the thesis here is so this is Internet capital 374 00:19:44,080 --> 00:19:46,520 markets 2.0. This is the idea that we had 375 00:19:47,200 --> 00:19:50,960 back with Jelly Jelly it's, it's not exactly equity. 376 00:19:50,960 --> 00:19:54,440 So they're very clear you are not getting equity if you buy 377 00:19:54,440 --> 00:19:58,280 these tokens. So I think there's a little bit 378 00:19:58,280 --> 00:20:01,560 of a debate discussion over exactly why a founder would 379 00:20:01,560 --> 00:20:06,200 launch a token, you know, versus going the traditional equity 380 00:20:06,200 --> 00:20:08,880 route. You could do both. 381 00:20:09,400 --> 00:20:13,600 And they outline that in in their FAQs and their playbook. 382 00:20:14,200 --> 00:20:16,360 So I should just go ahead and launch Myriad on it on believe? 383 00:20:16,800 --> 00:20:19,000 If you're buying the token, you are not getting equity. 384 00:20:19,000 --> 00:20:22,480 You need to. You need to understand that. 385 00:20:23,760 --> 00:20:27,600 And and put so this reminds me, we thought that in NFTS 2021. 386 00:20:27,600 --> 00:20:31,840 So like maybe be careful. OK, been there, done that. 387 00:20:32,520 --> 00:20:34,880 Well, it it's a launchpad for for products. 388 00:20:35,120 --> 00:20:37,560 OK, got it. It it there are a lot of 389 00:20:37,560 --> 00:20:42,360 parallels to virtual and like the I think a part of the the 390 00:20:42,360 --> 00:20:46,000 bull thesis here is everyone's been wondering what's the next 391 00:20:46,000 --> 00:20:46,800 meta? What's the next meta? 392 00:20:46,800 --> 00:20:50,680 Is it going to be AI 2 point O? This is a crazy meta. 393 00:20:50,680 --> 00:20:53,160 This is the AI 2 point O meta with the layer on top of it 394 00:20:53,160 --> 00:20:55,080 because it looks like it's real products being built and it's 395 00:20:55,080 --> 00:20:57,440 just fucking slop. Exactly I'm. 396 00:20:57,920 --> 00:21:00,080 Assuming that doesn't mean it's, I'm right, I'm assuming. 397 00:21:00,440 --> 00:21:03,640 Now you have to evaluate each of these projects and tokens. 398 00:21:03,640 --> 00:21:06,080 Like correct? Like is there merit in this, 399 00:21:06,200 --> 00:21:10,320 right. So one of the projects dupe, I 400 00:21:10,320 --> 00:21:14,440 think that that's the furniture store where you can you can look 401 00:21:14,720 --> 00:21:16,800 and find like the the true value of your furniture. 402 00:21:16,800 --> 00:21:22,360 There's one Alex Finn launch creator buddy it it was one of. 403 00:21:22,360 --> 00:21:24,040 The no way. NFT God. 404 00:21:24,520 --> 00:21:28,080 It's up to 20 million and then this noodle token is the hottest 405 00:21:28,080 --> 00:21:30,400 launch from last night. So I saw the game. 406 00:21:31,000 --> 00:21:35,200 The riz GPT founder so I didn't I didn't really know the riz GPT 407 00:21:35,200 --> 00:21:38,160 lore. So this guy built he vibe coded 408 00:21:38,800 --> 00:21:42,600 and an app to provide AI replies for dating apps. 409 00:21:43,760 --> 00:21:46,840 And I think it was one of the first vibe coded apps to to 410 00:21:46,840 --> 00:21:50,160 really go viral and one of the. This is fascinating. 411 00:21:50,520 --> 00:21:52,640 Launched this noodle token and game. 412 00:21:52,640 --> 00:21:54,840 It's basically the snake game but with a gambling component. 413 00:21:55,720 --> 00:21:58,000 And I think part of the reason why it's been taking off 1 of 414 00:21:58,000 --> 00:22:00,280 course, is just like the broader speculation and froth in the 415 00:22:00,280 --> 00:22:02,480 market. But two people think this could 416 00:22:02,480 --> 00:22:05,840 be one of the first apps to have a token tie in. 417 00:22:07,320 --> 00:22:11,720 And what hasn't happened yet for Longs corn was another part of 418 00:22:11,720 --> 00:22:13,560 the bull case. And I'm I'm I'm laying out the 419 00:22:13,560 --> 00:22:15,360 bull case. I'll share some bear cases as 420 00:22:15,360 --> 00:22:16,880 well. And disclosure, I do hold this. 421 00:22:17,600 --> 00:22:21,440 So I am a Longs corn holder. I mean, yeah dude, I may become 422 00:22:21,440 --> 00:22:23,160 a longs corn holder myself after a dip. 423 00:22:23,160 --> 00:22:24,840 They don't. I like what you're saying. 424 00:22:24,960 --> 00:22:27,520 They don't have the flywheel built in yet, so there are 425 00:22:27,640 --> 00:22:30,200 flywheels that they can add. So like virtuals, they 426 00:22:30,200 --> 00:22:34,120 denominate all those LP's in the virtual token, right? 427 00:22:34,120 --> 00:22:36,840 So they got all the fees from that and then they just 428 00:22:36,840 --> 00:22:40,080 introduced this this point system where you can get access 429 00:22:40,080 --> 00:22:42,320 to new launches by holding the virtual token. 430 00:22:42,320 --> 00:22:46,040 That's that's 2 low hanging fruit options that the launch 431 00:22:46,040 --> 00:22:49,120 coin team could do to to introduce a bit of a flywheel. 432 00:22:49,120 --> 00:22:52,280 I believe Patch can't tease last night this was on their radar. 433 00:22:52,880 --> 00:22:56,920 So he's paying attention, but it will go through the merits of it 434 00:22:56,920 --> 00:22:58,720 perhaps in a bit. But we got to talk some market 435 00:22:58,720 --> 00:23:00,520 action and I'm going to send you this board. 436 00:23:01,320 --> 00:23:04,400 It's just believe screener.com, it's like a deck Screener 437 00:23:04,560 --> 00:23:09,320 interface just for launch coin. Total market cap of the 438 00:23:09,360 --> 00:23:13,360 ecosystem now at 290 million, so knocking on 300 million. 439 00:23:13,640 --> 00:23:17,640 And you can this is like virtual slash cookie phone early days 440 00:23:17,640 --> 00:23:24,360 everything all over again with more potential ish I. 441 00:23:25,200 --> 00:23:26,520 Mean look at the 24 hour changes. 442 00:23:26,520 --> 00:23:28,240 So this is frothy folks. So I think. 443 00:23:29,360 --> 00:23:32,120 If you're if you're watching this now after 160 X and you're 444 00:23:32,120 --> 00:23:33,800 buying the cone, don't ask yourself why you're down in a 445 00:23:33,800 --> 00:23:35,160 couple days. Yeah. 446 00:23:35,240 --> 00:23:38,280 So, so tread carefully here. I think now is the time you 447 00:23:38,720 --> 00:23:41,320 didn't know what this was. Dig in, do a little bit of 448 00:23:41,320 --> 00:23:42,400 research. Take a look at that. 449 00:23:42,560 --> 00:23:49,200 Projects download the app, see if this is for you and and then 450 00:23:49,200 --> 00:23:51,840 start to evaluate. So I think part of the downside 451 00:23:51,840 --> 00:23:55,760 risk here to to play out both sides is like is a noodle snake 452 00:23:55,760 --> 00:24:00,920 game worth $15 million like you, you do have to start to evaluate 453 00:24:00,920 --> 00:24:03,560 each of these. And are these bubble evaluations 454 00:24:03,560 --> 00:24:07,280 already? And we clearly saw in the the 455 00:24:07,280 --> 00:24:09,920 first AI meta that it was a bubble, right? 456 00:24:09,920 --> 00:24:13,560 We saw evaluations that were absurd based on what the actual 457 00:24:13,560 --> 00:24:17,200 products were. The bubble expanded, then it 458 00:24:17,200 --> 00:24:19,720 burst and everything went down 80 to 90%. 459 00:24:21,160 --> 00:24:24,280 So I think that is a very possible outcome here as well 460 00:24:25,560 --> 00:24:28,840 that we see some of these products trade evaluations that 461 00:24:28,840 --> 00:24:31,760 are above what they normally would in a more like traditional 462 00:24:31,760 --> 00:24:34,960 world. Like I, I think one of these 463 00:24:34,960 --> 00:24:39,960 apps has like 300 K in revenue trading at 20 million. 464 00:24:40,000 --> 00:24:44,240 So, so perhaps that's that's too high of multiple, right. 465 00:24:44,280 --> 00:24:46,800 But in the token game, people don't look at it that way. 466 00:24:46,800 --> 00:24:48,520 So that's, that's just a reality of the game. 467 00:24:49,840 --> 00:24:53,280 It's interesting. No, but also like, you know, I 468 00:24:53,280 --> 00:24:55,920 thought Nikita say like web two guys can do crypto, which is 469 00:24:55,920 --> 00:24:58,880 funny, but the thing about web two guys is they are good at 470 00:24:58,880 --> 00:25:01,160 making things clean, like virtuals, like you can't even 471 00:25:01,160 --> 00:25:03,040 read the fucking platform. Shout out to virtuals, though. 472 00:25:03,040 --> 00:25:05,880 But remember, like had the font and the and you look at this and 473 00:25:05,880 --> 00:25:07,880 like, Oh my God, like my eyes. I mean, I'm a big brand guy. 474 00:25:07,880 --> 00:25:10,880 So like for me, like it's always a nice thing. 475 00:25:10,880 --> 00:25:13,040 So it's like they're making it more social. 476 00:25:13,040 --> 00:25:16,680 You know, this is all in Ethereum. 477 00:25:16,680 --> 00:25:17,840 Like where? Where does this live? 478 00:25:17,840 --> 00:25:20,080 Oh, it's all in Solana, so Internet. 479 00:25:20,120 --> 00:25:21,600 Oh, sorry, it's on Solana. What am I saying? 480 00:25:21,600 --> 00:25:25,480 Because Nikita, I'm sorry. This well, you see this like so 481 00:25:25,520 --> 00:25:28,160 that's the point I was making a few days ago right about Ethan 482 00:25:28,160 --> 00:25:31,680 Soule like Ethan is going to do well and trying to think it may 483 00:25:31,680 --> 00:25:34,880 run back to like 4K here, but this is all happening on Solana 484 00:25:34,880 --> 00:25:38,240 still. It is another bull case for 485 00:25:38,240 --> 00:25:39,480 Solana. See this? 486 00:25:39,480 --> 00:25:41,640 I love this new launch and it keeps telling you a new launch. 487 00:25:41,640 --> 00:25:42,880 It pops up. There's a few of them that 488 00:25:42,880 --> 00:25:44,920 popped up since there you go. See bottom right. 489 00:25:45,160 --> 00:25:46,680 I think that's a bull and bear case here. 490 00:25:46,680 --> 00:25:51,720 So the believe app and then like launch, launch coin is like the 491 00:25:51,800 --> 00:25:55,000 the token of the app. I love this UI. 492 00:25:55,480 --> 00:25:58,200 Of all these creative fees, there's been 4000 coins launched 493 00:25:58,760 --> 00:26:02,800 now have 4000 good products launched on this app. 494 00:26:02,800 --> 00:26:05,400 No, right. So, so you can't, I'm not saying 495 00:26:05,400 --> 00:26:07,640 just go blindly ape every one of these new launches. 496 00:26:07,640 --> 00:26:10,640 And what's also notable is in that playbook and I, I sent you 497 00:26:10,640 --> 00:26:13,400 the playbook that passion neck and team put together for, for 498 00:26:13,400 --> 00:26:15,560 new launchers. They, they, they, they told 499 00:26:15,560 --> 00:26:17,760 people how to launch. They're like, you should do this 500 00:26:17,760 --> 00:26:21,000 at 8:00 PM Eastern on any weekday except Friday. 501 00:26:22,200 --> 00:26:25,640 You should come out likely with a video that performs better. 502 00:26:25,640 --> 00:26:28,800 I saw the videos, yeah. Post Your holders are going to 503 00:26:28,800 --> 00:26:30,480 expect you to post 3 times a day. 504 00:26:30,480 --> 00:26:31,840 I just thought that was interesting. 505 00:26:32,120 --> 00:26:33,800 But this is interesting. They're teaching you how to do 506 00:26:33,800 --> 00:26:36,080 the fucking thing. Well, you mentioned like this is 507 00:26:36,080 --> 00:26:38,240 the Silicon Valley, like they're telling you how to do it. 508 00:26:38,440 --> 00:26:40,720 And like these are like the good apps are a little bit more 509 00:26:40,720 --> 00:26:42,280 clean, right? So like there's a little bit 510 00:26:42,280 --> 00:26:46,560 more shine to all this. Yeah, this is great. 511 00:26:48,840 --> 00:26:50,680 I like this. On the token history, just real 512 00:26:50,680 --> 00:26:54,880 quick, so people, so originally this launch coin was the ticker 513 00:26:54,880 --> 00:26:56,720 Pastermac. So it was his clout coin. 514 00:26:57,360 --> 00:26:59,960 So that's why it it pumped initially and then it went to 515 00:26:59,960 --> 00:27:01,760 zero it. Rebranded. 516 00:27:02,080 --> 00:27:05,440 That first in the rebrand it pumped to 20 million, then fell 517 00:27:05,440 --> 00:27:07,920 back to 5 million, which was so strange because I was actually 518 00:27:07,920 --> 00:27:11,920 in that trade at that time. One of the the Launch Coin 519 00:27:11,920 --> 00:27:15,400 tokens dupe what had a higher market cap than than Launch coin 520 00:27:15,400 --> 00:27:16,760 did, which didn't make any sense. 521 00:27:17,440 --> 00:27:21,240 Yeah, yeah. I mean I would I would wait for 522 00:27:21,240 --> 00:27:24,000 dips here like to see if it keeps building which you will 523 00:27:24,000 --> 00:27:26,440 like I I'm a buyer like sub 100 probably. 524 00:27:27,160 --> 00:27:29,080 It's it's hard to buy that 4 hour candle like let's just. 525 00:27:29,080 --> 00:27:30,320 Well, yeah, I mean, I'm good, you know? 526 00:27:30,320 --> 00:27:31,760 I mean, it's just. That 700%. 527 00:27:32,520 --> 00:27:35,920 From the trading perspective, you know, I mean, when you have 528 00:27:35,920 --> 00:27:40,120 when you can sell into a volume like this after 100 X, you take 529 00:27:40,120 --> 00:27:43,600 that. This is this is interesting 530 00:27:43,600 --> 00:27:46,800 though, if this is going to be the next generation of this 531 00:27:46,800 --> 00:27:50,120 second leg of this bull cycle. I mean, you know. 532 00:27:51,600 --> 00:27:54,360 Yeah, from Trading Lens. I'll share my I, I didn't sell 533 00:27:54,360 --> 00:27:55,640 any. I've got a decent bag. 534 00:27:56,000 --> 00:27:59,720 But why right? Like it's 150 mil I know, but 535 00:27:59,720 --> 00:28:02,160 like you know, why not sell like 25%? 536 00:28:04,000 --> 00:28:06,000 What's your thought? I think it would be fine to sell 537 00:28:06,000 --> 00:28:08,720 25% and I wouldn't. I wouldn't knock anyone who did 538 00:28:08,720 --> 00:28:11,240 that. I just when I have more of my 539 00:28:11,240 --> 00:28:13,640 like conviction bet plays, I don't swing trade them. 540 00:28:14,240 --> 00:28:17,880 I like to just hold. And I think you just have to 541 00:28:17,880 --> 00:28:19,560 have a mindset of am I going to try to swing trade this? 542 00:28:19,560 --> 00:28:21,720 Am I going to sell pumps and then look to try to re add on 543 00:28:21,720 --> 00:28:23,240 dips? Or am I just going to chip away 544 00:28:23,240 --> 00:28:26,280 at the bag? And I I do think there's a 545 00:28:26,280 --> 00:28:28,840 scenario where this can become can go on like a virtuals like 546 00:28:28,840 --> 00:28:30,320 run. It's it's low odds. 547 00:28:30,360 --> 00:28:33,480 Of course it's it's a, it's a bet to trade, but I think there 548 00:28:33,480 --> 00:28:37,560 is a world where it does that. Damn. 549 00:28:39,760 --> 00:28:51,360 We'll see. Damn, that is but. 550 00:28:51,760 --> 00:28:53,400 Also the other aspect of this is like. 551 00:28:54,040 --> 00:28:56,520 I like it. Or are we just going to do shit 552 00:28:56,520 --> 00:28:58,680 coins again? Like, yeah, we. 553 00:28:58,680 --> 00:29:00,040 Are. Yeah, we are. 554 00:29:00,080 --> 00:29:02,400 Like, yeah, as much as the next guy, right? 555 00:29:02,400 --> 00:29:04,720 But it's also nice to have something else. 556 00:29:05,760 --> 00:29:09,600 But like you said, is a noodle game, a snake game worth 50 mil? 557 00:29:09,640 --> 00:29:11,880 No, right. So we're going to do snake coins 558 00:29:11,880 --> 00:29:14,920 packaged as like projects that are like like, you know what I 559 00:29:14,920 --> 00:29:16,360 mean? Like we're going to do the yes, 560 00:29:16,360 --> 00:29:18,440 Tyler, we're going to do the same thing we did in the form of 561 00:29:18,440 --> 00:29:20,800 NFTS, right? Like if you look at let's say 562 00:29:20,800 --> 00:29:23,400 the value and I'm not picking on them, but I'm just using an 563 00:29:23,400 --> 00:29:26,000 example because I was like tied to it like cool cats at 15 ETH 564 00:29:26,000 --> 00:29:29,800 at $45,000 a cat over the entire valuation of 10,000 cats, let's 565 00:29:29,800 --> 00:29:31,320 say, what's the valuation of that company? 566 00:29:31,320 --> 00:29:33,080 That company, sorry, of the NFT thing. 567 00:29:33,080 --> 00:29:35,720 It's like hundreds of millions. Was it worth 100 million? 568 00:29:35,760 --> 00:29:38,440 No, it was not right. So it's same thing for a lot of 569 00:29:38,440 --> 00:29:41,560 projects like even let's say like Conex at 25 E or even I 570 00:29:41,560 --> 00:29:44,520 love Uzuki, but Uzuki at 35 E if you 2 * 10,000. 571 00:29:44,720 --> 00:29:46,440 So a lot of these collections right. 572 00:29:46,640 --> 00:29:50,000 So if you look up moon birds, best example as a matter of 573 00:29:50,000 --> 00:29:51,840 fact, so we're just going to do it again. 574 00:29:51,840 --> 00:29:54,520 It's packaged differently as a coin and it looks like we're 575 00:29:54,520 --> 00:29:58,920 running the same playbook as the and first leg of the of the bull 576 00:29:58,920 --> 00:30:01,600 was this last leg, right, which was in our capital markets. 577 00:30:01,600 --> 00:30:04,760 Jelly jellies of this world fucking, you know, all the meme 578 00:30:04,760 --> 00:30:07,200 coins. Then came virtuals in the AI. 579 00:30:07,200 --> 00:30:09,320 So this is like the AI boom right over again. 580 00:30:09,840 --> 00:30:11,840 So it's like, oh, we're launching products that are 581 00:30:11,840 --> 00:30:14,160 going to build AI agent built by AI agents. 582 00:30:14,280 --> 00:30:17,040 But they turned out it was mostly slop and we only realized 583 00:30:17,040 --> 00:30:19,840 we, I mean, we called it out, but people realized it was slop 584 00:30:19,920 --> 00:30:23,680 only once the market went down like 0 bro, it was down 95%. 585 00:30:23,920 --> 00:30:25,720 Then they need 0 because first name that comes to mind. 586 00:30:25,720 --> 00:30:30,040 But same thing for all of them, GOAT Griffin arc, all of them, 587 00:30:30,160 --> 00:30:32,280 right? And now we're we're we're just 588 00:30:32,280 --> 00:30:34,680 running it back. And this is This is why I'm sure 589 00:30:34,680 --> 00:30:36,920 that we're in the second leg of the same cycle, right, Tyler? 590 00:30:36,920 --> 00:30:41,200 It's just very, you know, I know people don't believe in in, in, 591 00:30:41,200 --> 00:30:42,960 in cycles. A lot of people seem to not 592 00:30:42,960 --> 00:30:45,960 believe, but I it's just we're playing it all for again, it's 593 00:30:45,960 --> 00:30:48,360 the same thing. I think we're, we're, we're 594 00:30:48,360 --> 00:30:51,160 seeing some validation on the, the Golden Bulls cycle thesis, 595 00:30:51,160 --> 00:30:55,240 which that thesis is not that we just go like straight to 596 00:30:55,280 --> 00:30:59,440 1,000,000 by any means. It's that we have smaller cycles 597 00:30:59,440 --> 00:31:02,880 on the way of a larger longer term full cycle. 598 00:31:03,720 --> 00:31:09,040 And we just saw in the run from the Trump pump from 60K to 108K, 599 00:31:09,560 --> 00:31:14,360 we saw a new mini cycle in, in AI and, and everything crashed 600 00:31:14,360 --> 00:31:17,080 with a three month bear market. And now it looks like we are 601 00:31:17,080 --> 00:31:20,320 gearing up for the next leg up. And I think each leg up is going 602 00:31:20,320 --> 00:31:23,400 to have its own metas. And that's how this has been 603 00:31:23,400 --> 00:31:25,640 playing out, right? Like it's hard to say like past 604 00:31:25,640 --> 00:31:28,360 performance is going to be an indicator of of the future, but 605 00:31:28,800 --> 00:31:34,160 it's kind of how it's been and it is good to get in like the 606 00:31:34,240 --> 00:31:37,520 the IT thing early. And maybe we're not like this 607 00:31:37,520 --> 00:31:38,880 thing goes already at 300 million, right? 608 00:31:38,880 --> 00:31:41,240 And it's up a ton overnight. So tread carefully. 609 00:31:41,760 --> 00:31:43,880 But I think it's exciting to have something new. 610 00:31:44,360 --> 00:31:47,280 I mean, it's an exciting meta. Let's get past your neck on the 611 00:31:47,280 --> 00:31:50,400 show. This is cool. 612 00:31:50,600 --> 00:31:54,120 Overall, there's you know what would you rather have no 613 00:31:54,120 --> 00:31:57,440 activity and fucking boring things or something coming up 614 00:31:57,440 --> 00:31:59,360 that could potentially give people something to play with, 615 00:31:59,920 --> 00:32:01,600 right? And you need people to make 616 00:32:01,600 --> 00:32:03,240 money like we need these coins to go up. 617 00:32:03,240 --> 00:32:05,160 We need these pumps. We need these hundred X's. 618 00:32:05,160 --> 00:32:06,640 We need this thousand X's, right? 619 00:32:07,000 --> 00:32:09,600 The daily runner. Tyler's back to tweeting about 620 00:32:09,600 --> 00:32:12,880 daily runners, bro. You know we need that though, 621 00:32:12,880 --> 00:32:17,360 Tyler right, Like we need people to make money in this market. 622 00:32:17,360 --> 00:32:21,200 Like it's so good right now that all these old meme coins went 623 00:32:21,200 --> 00:32:24,600 up, Tyler, because all the back holders, even if they're down, 624 00:32:24,720 --> 00:32:28,240 they're down much less or some of them double down at the 625 00:32:28,240 --> 00:32:31,560 bottom at the lows, right? So so they they've somewhat 626 00:32:31,560 --> 00:32:34,640 recuperated, right? So this is good. 627 00:32:34,640 --> 00:32:36,480 This is really good. And I believe that people should 628 00:32:36,480 --> 00:32:38,960 be happy about it. But you guys know me, I'm always 629 00:32:38,960 --> 00:32:44,600 positive I'm permeable. So yeah, it is rebranded mean 630 00:32:44,600 --> 00:32:47,400 coins, Brian saying under our show saying all the tokens don't 631 00:32:47,400 --> 00:32:49,040 come with equity. So yeah, it's just rebranded 632 00:32:49,040 --> 00:32:50,640 mean coins. Nothing wrong with it, but the 633 00:32:50,680 --> 00:32:52,920 only tie to the actual companies, they become the KOL. 634 00:32:53,280 --> 00:32:57,200 You're absolutely right, Brian. Yeah, that's fair, 100% fair. 635 00:32:57,640 --> 00:33:00,600 People need to know this. You can't just tell, by the way, 636 00:33:00,760 --> 00:33:03,520 equity with a token, even though it's Trump's America, just 637 00:33:03,520 --> 00:33:06,360 reminder, there are still some laws in place, right? 638 00:33:06,360 --> 00:33:09,320 You can't just scream Trump's America like a Yolo and commit 639 00:33:09,320 --> 00:33:11,760 securities fraud, right? So please, if you're thinking 640 00:33:12,200 --> 00:33:15,880 about getting involved, maybe keep that in mind as well, 641 00:33:15,880 --> 00:33:19,760 because the SEC is still active and but it just looks like 642 00:33:19,760 --> 00:33:21,800 they're active in a better way, right? 643 00:33:21,800 --> 00:33:24,080 So, yeah, it looks like Jesse was just early. 644 00:33:24,640 --> 00:33:27,360 Anyways, Tyler, what else do you have for us? 645 00:33:27,360 --> 00:33:28,840 It looks like it's a it's a good day. 646 00:33:28,840 --> 00:33:32,200 You know it's a good day. Yeah, it's a good day that and 647 00:33:32,200 --> 00:33:35,080 that was the big one. Do we want to go into some of 648 00:33:35,080 --> 00:33:37,160 these prediction market? Yeah, dude. 649 00:33:37,240 --> 00:33:39,000 So shout out to coin this. Man, that was cool. 650 00:33:39,000 --> 00:33:41,240 But first, let's go to the Paradigm article, because that 651 00:33:41,240 --> 00:33:43,360 was fascinating. Yeah. 652 00:33:43,360 --> 00:33:46,360 So Dave White is a researcher at Paradigm. 653 00:33:46,440 --> 00:33:49,520 He introduced this concept of multiverse finance. 654 00:33:49,560 --> 00:33:52,320 It allows users to make trades based on future potential 655 00:33:52,320 --> 00:33:54,160 outcomes. So basically you make a 656 00:33:54,160 --> 00:33:57,720 prediction market bet. So in in his example, if you 657 00:33:57,720 --> 00:34:03,160 think that if Trump fires Jerome Powell, that is going to be bad 658 00:34:03,240 --> 00:34:08,199 for crypto. So if you bet yes on Jerome 659 00:34:08,199 --> 00:34:12,760 Powell getting fired, you had these yes bet tokens, but that 660 00:34:12,760 --> 00:34:15,639 bet that market may not play out until the end of the year. 661 00:34:16,239 --> 00:34:18,000 So you just kind of have your capital sitting. 662 00:34:18,000 --> 00:34:21,320 There's not much you can do. And this idea is you can use 663 00:34:21,320 --> 00:34:23,600 those tokens. Let's say you bet $1000. 664 00:34:24,000 --> 00:34:30,320 You can use those $1000 in tokens as collateral to borrow 665 00:34:30,800 --> 00:34:36,760 ETH or or USD and effectively make a a synthetic long or short 666 00:34:37,320 --> 00:34:41,800 on a crypto token like ETH. So you can have this kind of 667 00:34:41,800 --> 00:34:46,880 parlayed bet that if Trump fires your own pal, you want to be 668 00:34:46,880 --> 00:34:50,880 short ETH. And in theory it would work 669 00:34:50,880 --> 00:34:55,120 because if you lose the bet, you would lose your, your, your, 670 00:34:55,560 --> 00:35:01,520 your second synthetic tokens. So there's no extra risk there. 671 00:35:02,800 --> 00:35:04,400 And then you effectively would have been able to put your 672 00:35:04,400 --> 00:35:07,040 capital to work while it was locked in this prediction 673 00:35:07,040 --> 00:35:09,240 market. But so I think there's some 674 00:35:09,240 --> 00:35:12,040 kinks to work that to work out. That's the general idea. 675 00:35:12,080 --> 00:35:15,000 But it is fascinating. And I really as a prediction 676 00:35:15,000 --> 00:35:19,080 market user, one of the reasons why I closed a lot of my 677 00:35:19,080 --> 00:35:22,800 election bets in 2024 was that I wanted, I didn't want my capital 678 00:35:22,800 --> 00:35:24,160 tied up. Well, that's why we do flash 679 00:35:24,160 --> 00:35:26,920 markets in myriad people do not want to tie up money. 680 00:35:27,280 --> 00:35:30,040 They don't, rightfully so, by the way, I don't, I don't think 681 00:35:30,040 --> 00:35:33,000 you do as well. Because I mean, in most markets 682 00:35:33,000 --> 00:35:34,960 that you're really going to put any significant capital into 683 00:35:34,960 --> 00:35:37,280 you're, you're, you're, you're looking at maybe a 2X, maybe a 684 00:35:37,280 --> 00:35:40,160 3X on like a real long shot that you've got conviction in. 685 00:35:40,160 --> 00:35:43,520 It's not worth it. Whereas you know, elsewhere, but 686 00:35:44,280 --> 00:35:47,200 it's an interesting idea and I think we we talked about this a 687 00:35:47,200 --> 00:35:49,240 little bit. It's just it highlights the the 688 00:35:49,240 --> 00:35:53,880 programmability of crypto in the blockchain, right where you can 689 00:35:53,880 --> 00:35:56,800 have these building blocks and then you can unlock new use 690 00:35:56,800 --> 00:36:00,280 cases on top of that. So I think there's there's 691 00:36:00,280 --> 00:36:03,920 something here and prediction markets really make it and 692 00:36:03,920 --> 00:36:07,880 become, you know, core products. Yep, in crypto, which I think 693 00:36:07,880 --> 00:36:11,680 the real possibility they will. They are remember the the 694 00:36:11,720 --> 00:36:15,200 Paradigm paper saying that the four that the top 10 things that 695 00:36:15,320 --> 00:36:21,520 retail's most interested about after stable coins RW as and one 696 00:36:21,520 --> 00:36:24,120 more. The number 4 category that has 697 00:36:24,120 --> 00:36:29,120 the biggest interest from from Tratfi is prediction markets. 698 00:36:30,000 --> 00:36:33,960 Literally after stable coins RW as and like I forgot, I think it 699 00:36:33,960 --> 00:36:37,520 was D5. The number 4 after the biggest 700 00:36:37,520 --> 00:36:39,480 three things right, is prediction markets. 701 00:36:39,480 --> 00:36:41,680 And now you saw Mikey Polito, the Co founder of blocworks. 702 00:36:41,680 --> 00:36:43,240 I'm pretty sure you've seen this because I think you've shared or 703 00:36:43,240 --> 00:36:45,920 whatever I did. It is I'm talking to them now. 704 00:36:46,040 --> 00:36:47,880 I've been talking to Yano for a minute now, Co founder of 705 00:36:47,880 --> 00:36:49,480 bloggers as well. Like they are interesting in 706 00:36:49,480 --> 00:36:51,680 prediction markets because they just realized not just they've 707 00:36:51,680 --> 00:36:52,840 known for a while by the way, they're geniuses. 708 00:36:52,840 --> 00:36:54,800 They're very smart guys. And I I'm a huge fan of blog 709 00:36:54,800 --> 00:36:57,200 works that media and prediction markets make sense. 710 00:36:58,040 --> 00:37:00,040 We've realized that a while ago, 14 months ago. 711 00:37:00,040 --> 00:37:03,920 That's why we built myriad, you know, and now you have coined as 712 00:37:03,920 --> 00:37:06,440 doing prediction markets with us as a partnership, which we're 713 00:37:06,440 --> 00:37:08,360 going to launch so many more with them because we really like 714 00:37:08,360 --> 00:37:10,360 them. But you know, point being like 715 00:37:10,360 --> 00:37:12,120 prediction markets make sense, Tyler. 716 00:37:12,600 --> 00:37:14,880 And This is why I love crypto, right? 717 00:37:14,880 --> 00:37:16,560 I love the meme coin thing. Obviously. 718 00:37:16,560 --> 00:37:18,840 I love my fart coin and all the launch coin stuff you're talking 719 00:37:18,840 --> 00:37:21,520 about and stuff. But like, this is something that 720 00:37:21,800 --> 00:37:23,720 is only possible because of crypto. 721 00:37:25,800 --> 00:37:28,040 It's incredible. It's blockchain tech is 722 00:37:28,040 --> 00:37:29,880 fascinating. Like when I read this paper with 723 00:37:29,880 --> 00:37:31,040 Tyler and I knew you were fascinated too. 724 00:37:31,040 --> 00:37:35,640 Like I, I, I should maybe to my I, maybe I'm calling like this 725 00:37:35,640 --> 00:37:38,040 is me doxing myself as a pleb that doesn't read enough. 726 00:37:38,040 --> 00:37:39,920 But I don't really read the papers usually. 727 00:37:40,320 --> 00:37:42,960 I read the thread, I listen to the show, I listen to you. 728 00:37:42,960 --> 00:37:45,960 I do my research, I talk about it and for myself, but I read 729 00:37:45,960 --> 00:37:47,200 the paper because it's not that long. 730 00:37:48,000 --> 00:37:49,960 It's incredible. I actually sent it to my team 731 00:37:50,600 --> 00:37:53,360 like I said to our C P0C 0C0 and told everyone said read this 732 00:37:53,360 --> 00:37:57,800 paper like it's so good, you know, so so that was great talk 733 00:37:57,800 --> 00:37:59,760 to Paradigm for that one. Even Kobe shared it and was like 734 00:37:59,760 --> 00:38:01,600 this makes me want to write papers for Paradigm. 735 00:38:02,200 --> 00:38:03,760 Tobe's going to be on the Paradigm staff. 736 00:38:04,360 --> 00:38:07,280 Him and Zackix, BT they're building, they're building the 737 00:38:07,280 --> 00:38:10,640 fucking, you know, they're building the fucking adventures 738 00:38:10,640 --> 00:38:13,280 of your paradigm. Hit my line, bro, hit my line 739 00:38:13,280 --> 00:38:14,680 paradigm. I've got a great prediction 740 00:38:14,680 --> 00:38:15,880 market for you. Can be early to. 741 00:38:16,280 --> 00:38:19,360 Anyway, Speaking of prediction markets, Coin Desk, I'm headed 742 00:38:19,360 --> 00:38:21,720 to Toronto right after the show. Actually, I should probably pack 743 00:38:21,720 --> 00:38:26,720 my bags. You know, we are launching 744 00:38:26,720 --> 00:38:29,880 prediction markets again with our friends over at Coin Desk. 745 00:38:29,880 --> 00:38:31,080 We did this for the Canadian market. 746 00:38:31,080 --> 00:38:33,000 We shared the volume, the revenue, all that good stuff. 747 00:38:33,880 --> 00:38:36,640 And this time again, we're launching 4 markets with 748 00:38:36,640 --> 00:38:38,120 Coindesk. My good friend Samuel and 749 00:38:38,120 --> 00:38:42,080 reached out to me as I'm speaking on the 15th in two 750 00:38:42,080 --> 00:38:43,360 days. And guess who's my moderator, 751 00:38:43,400 --> 00:38:45,040 the Queen herself, Eleanor Tourette. 752 00:38:45,040 --> 00:38:46,600 Let's go. So if you're coin that's 753 00:38:46,600 --> 00:38:48,320 consensus in Toronto, come say what up. 754 00:38:48,320 --> 00:38:49,920 We're also throwing an event. I'll share it later today. 755 00:38:50,240 --> 00:38:55,960 But point being, you know, we're launching 4 markets with with in 756 00:38:55,960 --> 00:38:57,800 partnership with consensus and coin Desk. 757 00:38:57,800 --> 00:39:00,720 So 1 proof of Drake. Will Drizzy show up in person at 758 00:39:00,720 --> 00:39:05,000 consensus 2025? Will Bitcoin in 110 at anytime 759 00:39:05,000 --> 00:39:06,920 during consensus? I'm not going to lie, that's a 760 00:39:06,920 --> 00:39:09,640 crazy line. I think we were very generous 761 00:39:09,640 --> 00:39:11,960 there. Will Eric Trump, because they're 762 00:39:11,960 --> 00:39:14,440 coming with the World Liberty Fight team to talk? 763 00:39:14,440 --> 00:39:17,200 Will Eric Trump mentioned President Trump more than three 764 00:39:17,200 --> 00:39:21,040 times while on stage at Consensus and four will Keith 765 00:39:21,040 --> 00:39:24,920 Grossman President Moon pay tweet with more than 20 766 00:39:24,920 --> 00:39:29,120 exclamation points across all posts during Consensus 2025? 767 00:39:29,840 --> 00:39:33,040 Keith is known to love his exclamation points by the way, 768 00:39:33,040 --> 00:39:34,680 so shout out to the Consensus team. 769 00:39:35,360 --> 00:39:36,680 They made this really cool video. 770 00:39:37,360 --> 00:39:40,440 What do you got? I love how you can just predict 771 00:39:40,440 --> 00:39:43,480 directly on X. Isn't this incredible tech? 772 00:39:43,960 --> 00:39:46,560 It posted all the markets. I'm probably no one Drake, 773 00:39:47,000 --> 00:39:50,480 what's the Bitcoin market at? I got to sign in, but the 774 00:39:50,480 --> 00:39:53,080 Bitcoin market, let me just go directly on Marriott. 775 00:39:54,240 --> 00:39:56,480 There you go. Where's our consensus market? 776 00:39:56,480 --> 00:39:58,080 There they are. There they are. 777 00:39:58,080 --> 00:40:01,400 Flush markets, boom. All right, so oh wow, we 778 00:40:01,440 --> 00:40:03,720 launched a bunch of new markets. Will Trump attend in person? 779 00:40:04,160 --> 00:40:07,920 Up top. Where I'm so bad at this. 780 00:40:08,280 --> 00:40:12,480 OK, there you go. Bitcoin, I like that. 781 00:40:12,800 --> 00:40:16,440 So I don't know I got I feel like we're going to make a it's 782 00:40:16,440 --> 00:40:19,880 charged all time high soon and I know this is very soon because 783 00:40:20,040 --> 00:40:21,520 because this ends well on Friday. 784 00:40:21,920 --> 00:40:24,200 So this is tight. I don't like it at even money by 785 00:40:24,200 --> 00:40:29,440 any means. 5 to 1 and like even like a quick candle up and then 786 00:40:29,440 --> 00:40:31,760 we just go back into. The IT just has to hit it. 787 00:40:32,040 --> 00:40:35,480 Yeah, I don't know. I like it. 788 00:40:35,520 --> 00:40:39,520 I've got the the the bull vibes flowing. 789 00:40:39,520 --> 00:40:40,280 OK. OK. 790 00:40:40,280 --> 00:40:41,600 I like when you're feeling bullish. 791 00:40:41,920 --> 00:40:45,080 Eric Trump is slam, yes, but the odds are a little they're they 792 00:40:45,080 --> 00:40:49,360 already got that up. I would take the yes here, but 793 00:40:49,360 --> 00:40:51,080 he could only just say twice as well. 794 00:40:51,800 --> 00:40:52,360 Yeah. Here's the thing. 795 00:40:52,360 --> 00:40:54,760 You have to evaluate all these markets based on what the 796 00:40:54,760 --> 00:40:58,480 current odds are. So like now, like no, that 15% 797 00:40:58,480 --> 00:41:00,880 is interesting. Well, you and I are gamblers. 798 00:41:01,640 --> 00:41:04,320 What about Keith Grossman? I feel like now that he's seen 799 00:41:04,320 --> 00:41:06,800 the market, I saw him share on his Instagram and on his 800 00:41:06,800 --> 00:41:08,360 timeline always. He's a good friend and advisor 801 00:41:08,360 --> 00:41:09,920 to our company. By the way. 802 00:41:09,920 --> 00:41:11,160 This is why it's the points market. 803 00:41:11,280 --> 00:41:13,280 You know, it's on a dollar market, so you know there's a 804 00:41:13,280 --> 00:41:16,160 reason for that. But I think he's going to fuck 805 00:41:16,160 --> 00:41:19,400 with people, you know? Yeah, now that he's in on it, I 806 00:41:19,400 --> 00:41:21,200 think that that changes the calculus a little bit. 807 00:41:21,680 --> 00:41:24,080 That's why it's a 5050. Well, on nearly 5050. 808 00:41:24,640 --> 00:41:27,200 Yeah. Oh yes. 809 00:41:27,480 --> 00:41:28,560 Why? Not I still take the over 810 00:41:28,560 --> 00:41:31,520 because Keith is obsessed with the exclamation points like he 811 00:41:31,520 --> 00:41:34,200 may slip and like put 20 in one tweet, you know what I mean? 812 00:41:35,760 --> 00:41:39,240 And then the last market we got is Drake proof of Drake. 813 00:41:40,080 --> 00:41:42,400 Well Drake let's see market resolution. 814 00:41:42,400 --> 00:41:45,360 The outcome will be determined after the market or sooner to 815 00:41:45,360 --> 00:41:49,160 meet the Drake physically appears in person or venues or 816 00:41:49,160 --> 00:41:52,000 events. Oh good to know or events. 817 00:41:52,640 --> 00:41:58,280 So if the guy pulls up to 1 event to yes, video appearance, 818 00:41:58,280 --> 00:42:01,160 live or pre-order holograms or any other form of virtual remote 819 00:42:01,160 --> 00:42:04,720 press will not qualify. Good to know representatives 820 00:42:04,720 --> 00:42:06,680 will not qualify. So he has to come to a side 821 00:42:06,680 --> 00:42:09,480 event? That's yeah. 822 00:42:09,920 --> 00:42:13,080 Sounds like a no but it's 11%. Tyler. 823 00:42:13,080 --> 00:42:17,120 Are we gambling? I don't think he's going to 824 00:42:17,120 --> 00:42:19,200 come, but I like. It so either. 825 00:42:19,720 --> 00:42:22,080 Man, remember the Elon bet that that was still one of my 826 00:42:22,080 --> 00:42:24,440 favorite all time bets was from? When you were following the 827 00:42:24,440 --> 00:42:26,720 plane. The jet tracker we're I need to 828 00:42:26,720 --> 00:42:30,040 get eyes on well, I guess but but Drake lives in Toronto right 829 00:42:30,040 --> 00:42:32,280 so we. There's no well, he's a resident 830 00:42:32,280 --> 00:42:34,920 of Texas. He moved to Texas for for 831 00:42:35,120 --> 00:42:36,960 obvious reasons. All right. 832 00:42:37,640 --> 00:42:40,640 He is a resident of Texas now. So I wonder if we should follow 833 00:42:40,640 --> 00:42:42,400 Air Drake. This one's a dollar market, by 834 00:42:42,400 --> 00:42:43,560 the way. It's a real money market, the 835 00:42:43,560 --> 00:42:44,960 Bitcoin one. Oh, OK. 836 00:42:45,400 --> 00:42:48,120 Yeah, we made the Bitcoin a real money market because the rest 837 00:42:48,120 --> 00:42:50,320 can be played with. So we don't want you know, any 838 00:42:50,320 --> 00:42:53,320 problems on our end as resolution is so centralized. 839 00:42:53,320 --> 00:42:56,640 But you know for this one that'll be interesting. 840 00:42:56,640 --> 00:43:00,040 I mean, Bitcoin is selling off here, Tyler on the a little bit 841 00:43:00,240 --> 00:43:03,200 so. Just like M2 astrology chart 842 00:43:03,200 --> 00:43:06,720 told us it was. Where are we on the M2 chart 843 00:43:06,720 --> 00:43:10,640 right now? We just had our massive leg up 844 00:43:11,880 --> 00:43:13,960 and it looks like there's a pullback coming. 845 00:43:14,480 --> 00:43:16,160 Is it this? There it is. 846 00:43:16,440 --> 00:43:17,800 Someone posted it this morning. Yeah. 847 00:43:17,800 --> 00:43:20,960 May 12th, yesterday night, calling crypto. 848 00:43:20,960 --> 00:43:23,720 Let's go to Colin. You should follow him, you know, 849 00:43:24,320 --> 00:43:25,160 if that's. Yeah. 850 00:43:25,760 --> 00:43:29,440 He this is all he does. He just he updates his M2 851 00:43:29,600 --> 00:43:31,760 Bitcoin charts. We're missing it from yesterday. 852 00:43:31,760 --> 00:43:34,800 Colin. Colin, wake up, dude. 853 00:43:34,800 --> 00:43:37,520 Colin, what the fuck you doing? So where are we in this M2? 854 00:43:37,520 --> 00:43:40,240 We're here. Yeah, we're basically right into 855 00:43:40,240 --> 00:43:42,280 this pullback and it's a small one. 856 00:43:42,320 --> 00:43:45,240 Here Well, not really actually we didn't really hit one O 6 one 857 00:43:45,240 --> 00:43:47,120 O 7 right. This is like one O 7 here. 858 00:43:47,720 --> 00:43:49,920 So we we topped at one O 4 this time right. 859 00:43:50,960 --> 00:43:52,880 So it just, oh, is it Pico? Top right, I'm saying. 860 00:43:53,840 --> 00:43:55,360 Yeah. When do you think this is? 861 00:43:55,360 --> 00:43:59,280 Going to how, how quick is this dip going to play out? 862 00:43:59,280 --> 00:44:02,240 Basically is the bet, or of course there's a bet if you even 863 00:44:02,240 --> 00:44:06,800 follow this astrology, but it's been pretty when's the next 864 00:44:06,800 --> 00:44:08,640 full? Moon today. 865 00:44:09,440 --> 00:44:13,280 No, it's coming. Have you been looking up? 866 00:44:15,000 --> 00:44:16,600 I have not been because I live in an. 867 00:44:16,600 --> 00:44:22,200 Apartment that doesn't allow me to see the moon make 20. 868 00:44:22,440 --> 00:44:27,320 Wait, what was yesterday? Yes, there was a full moon. 869 00:44:28,280 --> 00:44:30,480 Flower, Moon and the 27th. Is the. 870 00:44:30,480 --> 00:44:33,960 New moon. Oh. 871 00:44:34,680 --> 00:44:35,960 Wait, hold on. Yesterday the full moon brought 872 00:44:35,960 --> 00:44:37,640 us from China. USA relief. 873 00:44:39,440 --> 00:44:44,320 Oh, this is. You know this. 874 00:44:44,320 --> 00:44:49,040 Is like. What's going to happen? 875 00:44:50,360 --> 00:44:53,320 I don't know. All right, just before we go to 876 00:44:53,320 --> 00:44:56,240 the last couple of topics here, raffle ball dot XYZ, the code is 877 00:44:56,240 --> 00:45:00,840 punks, PUNKS, punks is the code today in honor of the punks IP 878 00:45:00,840 --> 00:45:04,600 being sold into the Note Foundation got the news earlier 879 00:45:04,600 --> 00:45:06,840 today, Gordon wrote a nice little heartfelt post as well. 880 00:45:06,840 --> 00:45:11,040 Shot the Gordon so much wrote bring back Marin yes Sir bring 881 00:45:11,040 --> 00:45:13,400 back Marin for sure so punks is the code if you want to make 882 00:45:13,400 --> 00:45:16,000 some money Tyler was there anything else while we give 883 00:45:16,000 --> 00:45:18,480 people a last chance to enter their codes into the raft of odd 884 00:45:19,280 --> 00:45:22,080 yeah I mean not a whole. Lot like the Trump family going 885 00:45:22,080 --> 00:45:25,960 deeper into crypto and this more company, I mean, it's just 886 00:45:25,960 --> 00:45:30,680 another one, right? It's more ammo for the left that 887 00:45:30,680 --> 00:45:35,120 to continue to kind of draw out these votes and or, and, or vote 888 00:45:35,120 --> 00:45:36,480 against some of these crypto bills. 889 00:45:36,480 --> 00:45:44,600 So not sure that's the most positive news that that was the 890 00:45:44,600 --> 00:45:47,200 most it was it was one of those days where it was very busy. 891 00:45:47,200 --> 00:45:49,960 There's a lot of macro news. We talked about the pump fun 892 00:45:49,960 --> 00:45:53,520 news on the show yesterday live when it was breaking. 893 00:45:53,920 --> 00:45:59,360 There's been a whole lot of this Let's bonk the let's bonk coins 894 00:45:59,440 --> 00:46:03,720 versus let's bonk the flaunch. Because people are. 895 00:46:03,720 --> 00:46:06,640 Claiming that the. Claim that they're the biggest 896 00:46:06,640 --> 00:46:11,760 creative reward is false etcetera, etcetera, etcetera. 897 00:46:11,760 --> 00:46:14,000 So there's there's a lot of beef on the timeline between the 898 00:46:14,000 --> 00:46:17,560 different like radium, radium and pump fun are going like 899 00:46:17,560 --> 00:46:20,200 radium is well rightfully so they should be aggressive in the 900 00:46:20,200 --> 00:46:21,520 marketing. So they're really going for it 901 00:46:21,520 --> 00:46:22,800 right like calling it out etcetera. 902 00:46:22,800 --> 00:46:25,800 But game is game right you got to compete. 903 00:46:27,720 --> 00:46:29,760 I still stand by my ground. I do not think there will be a 904 00:46:29,760 --> 00:46:34,800 second best in this war between pump fun and the other, you know 905 00:46:35,840 --> 00:46:40,720 the other platform, but but I think that this will do well 906 00:46:40,720 --> 00:46:42,680 anyways. So look if you're in Toronto, 907 00:46:43,520 --> 00:46:45,080 consensus is is around the corner. 908 00:46:45,080 --> 00:46:47,040 I'll be there tomorrow. We have some fresh markets that 909 00:46:47,040 --> 00:46:50,160 are that are that are launched. I believe this is effectively 910 00:46:50,160 --> 00:46:54,040 the biggest conference ever in Canada, by the way, because 911 00:46:54,040 --> 00:46:55,520 they're. Think about it like consensus. 912 00:46:55,520 --> 00:46:57,560 Move from Austin to Canada, we don't have conferences here. 913 00:46:57,560 --> 00:46:59,760 We have like this Toronto East Toronto back then, which wasn't 914 00:47:00,000 --> 00:47:04,680 was big, but not that big in terms of like culture plus NFT, 915 00:47:04,680 --> 00:47:06,280 not if it's crypto plus this and that. 916 00:47:06,280 --> 00:47:08,760 Like you have the Trump family lady flying in, right. 917 00:47:10,040 --> 00:47:11,560 So this is going to be really, really big. 918 00:47:11,560 --> 00:47:13,200 Like I last minute got invited to a ton of events. 919 00:47:13,200 --> 00:47:16,680 Like I'm going to like a Cantor Fitzgerald side event going to 920 00:47:16,760 --> 00:47:19,320 yeah, sick. Got the invite last night going 921 00:47:19,320 --> 00:47:22,760 to like Dapper Labs. We have ours that we rented a 922 00:47:22,760 --> 00:47:24,360 whole brewery. There's a few hundred place 923 00:47:24,400 --> 00:47:28,440 rooms left. Wait, there's a lot of stuff 924 00:47:28,440 --> 00:47:29,440 going on. So it's going to be really, 925 00:47:29,440 --> 00:47:33,840 really big conference. So if you're out and about, let 926 00:47:33,840 --> 00:47:35,120 me know. Well, don't let me know, just 927 00:47:35,120 --> 00:47:39,200 show up and you'll see me there speaking. 11:15 AM on the 15th 928 00:47:39,200 --> 00:47:40,280 with End or Terror. It's on stage. 929 00:47:40,280 --> 00:47:41,240 Can't wait for that.