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Yo-yo, yo, what up? 
What up? 

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Good morning. 
Good morning, GMG Monday. 

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Oh, baby, baby Monday is 
February 24th, 2025. 

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Look at this. 
Another beautiful day to have a 

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beautiful day. 
We are so badly. 

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We're so bad. 
Here's Mark Pisen. 

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I'm back, but I'm back. 
But I I let I think they'll have

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to mark it with me in Asia. 
I got my coast to the house. 

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Tyler, Tyler, Tyler. 
Good morning. 

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How you doing today? 
I'm good, as good as I could be 

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on another bloody Monday. 
Bloody. 

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We're just, we're, we're doing 
this again. 

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We were back. 
We were so back on Friday 

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morning and now it's over again.
We, we do this every week. 

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It's ridiculous. 
Dude, This is why I'm looking at

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the market and I'm like damn, I 
can't. 

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I didn't really look at the 
market at all this weekend or or

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the last couple weeks, but but 
I'm looking at now. 

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Yeah, it wouldn't weigh like at 
100K on Friday. 

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Yeah, we were over 99 feeling so
good and then live on the show. 

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The buy bit hack happened and 
then now it's just there was 

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COVID scares. 
A lot has happened since Friday 

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morning. 
It was put it that way, but how 

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are you? 
How was your? 

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How are your travels? 
I'm good, I'm good. 

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Realize it's been exactly 2 
weeks today. 

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I missed you guys, I missed the 
show. 

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I missed you guys, I missed the 
I missed our audience. 

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I mean, that was fun though, you
know, obviously we did NFT Paris

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two weeks ago, which was great 
NFT wise. 

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It's still a strong culture 
around it. 

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It's always more fun, right? 
The NFT culture over like the 

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whole meme coin culture. 
So that was fun. 

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We had a great booth. 
Shout to everybody. 

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Everybody was there. 
It was a lot of fun. 

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Sweet, a bunch of interviews, 
blah, blah, blah. 

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You know, with Myriad. 
And then Hong Kong, dude, I 

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mean, Hong Kong is my first 
scene in the world. 

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I can move there tomorrow. 
It's so good. 

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It's so good crypto wise. 
Shout out to Coindesk consensus.

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What an incredible conference 
too. 

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You know how people some people 
like, don't like going to 

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conferences? 
Like there's a few of them 

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actually worth it. 
It's like one of those where you

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walk the conference floor and 
you're like, wow, this is really

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cool. 
Like you get bullish, but then 

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you look at price action like 
fuck. 

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But besides that, you know, it 
was it was great. 

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It was great. 
It's my favorite series. 

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Feel a little tired, but you 
know, we'll, we'll reboot, get 

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back on the health shit and and 
on the show mostly it's it's 

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sucks not doing the show. 
Honestly, it keeps you on track.

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You know, like for two weeks I 
thought I was completely lost. 

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Part of the part of the routine.
Yeah, part of the routine. 

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Yeah, exactly. 
It's like going to the gym. 

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It's like, yo, you got your 
workout in, you know, you got, I

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mean, you guys like get the kids
from school and stuff. 

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It's like I wake up, I do my 
thing, I make my coffee, I have 

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my show, you know? 
But now we're back. 

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We're super back. 
And, and we got a lot of stuff 

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to cover because it also seems 
like this weekend was another 

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packed weekend, which is why, I 
mean, there was a whole hack and

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now it's been recovered already.
Shout out to Ben by a bit. 

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But I'm sure we'll talk about 
today on the show. 

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We'll talk through macros. 
We'll talk to all that stuff. 

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Markets. 
Mando's not there yet. 

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My boy knew he was coming back 
and he was like, fuck, Oh, he's 

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like coming. 
Mando's death broke back. 

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I'm taking a break. 
Fuck this guy. 

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I've left him in the past like 
that. 

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And I came back and was like, 
yo, my turn, I'm here. 

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But he's he's on his way just 
texting me and then so we'll do 

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markets. 
We'll go through Tyler's top 

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100. 
I'm sure we have a lot to cover 

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and and that's about it. 
Real bit loot box pins will be 

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back on tomorrow. 
I heard you guys had a big win. 

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Was it Friday or Thursday? 
A little pudgy Penguin win. 

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So I'm really excited. 
Maybe it took me leading to 

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finally get a big hit Tyler, but
feels nice feels nice. 

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It was a lot of red guys. 
So anyways, and so we'll go 

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through all this. 
And as usual, this show is 

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powered by oh, yeah, oh, yeah, 
yeah, we're so bad. 

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00:03:36,840 --> 00:03:39,360
Galaxies. 
Galaxies is a Web 3 platform 

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empowering creators and brands 
to build unstoppable communities

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with full ownership and 
independence, trusted by icons 

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like Donald Trump, Steve Aoki, 
Mike Tyson, and the NBA, shaping

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together the future of 
engagement. 

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And I see him and the house. 
So I'm going to go straight to 

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you, man. 
Can you dig it? 

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Yeah, GM, everyone, can you hear
me? 

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Good morning. 
You can hear me then. 

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Good. 
Yes, Sir. 

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Sorry. 
Travelling. 

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Yeah. 
Look, the market looks cooked, 

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doesn't it? 
Like not trading well at all? 

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Obviously Post. 
Actually it was during our show.

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We had the hack last week on 
Friday initially underperformed,

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then it outperformed and then 
the market got naked after that.

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So Bitcoin 94 1/2 Solana has 
really been the one that 

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underperformed if it'd been 
coming since Libra right, but 

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down to 150 area right now 
that's down. 

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Oh, that's down to like 20% 
since Friday really ETH ETH is 

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is holding up slightly better, 
but still not not looking so 

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good. 
Bitcoin dominance looks like 

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it's gone up to around 62%, so 
continue to go a lot, lot 

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higher. 
Not good for a range of 

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different altcoins. 
It looks like either some of the

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L ones have been slightly 
outperforming on this rotation 

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away from Solana, but in general
a lot of the Solana based alts 

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dominated a lot of the altcoins 
in terms of memes and and AI and

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all that sort of stuff. 
Really not trading well again. 

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Obviously Slide D5 coins also 
getting cooked. 

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We also have the the radiant 
thing there as well. 

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That was nuts. 
So just a terrible day really 

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all around it had it had been a 
weekday in macro on Friday, it 

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was the worst day for stocks 
this year, year to date that is.

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And it was down about 2%. 
And that was on the back of a, a

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consumer confidence figure, 
which was slightly worse than 

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expected. 
And then just general fears. 

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It felt like like there was some
people looking at like this 

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random COVID headline, although 
I think that was kind of a bit 

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of a nowhere near as big as 
people were saying it was. 

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It was. 
But yeah, big, big move. 

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And the VIX today has gone up to
20. 

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So that's up about 35% in in 
about four days. 

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So big, big move in, in 
politically in macro here, which

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I think is also getting people 
kind of kind of worried. 

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So now Bitcoin holding up at 94 
1/2. 

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Obviously that 92 91 area is 
where we've seen it. 

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It consistently bounce. 
Gold is holding up still 

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relatively well. 
Gold is kind of unchanged near 

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all time highs. 
So hopefully Bitcoin act like 

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gold and the market doesn't go 
completely to goblin town. 

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But everything else is is 
trading is trading very, very 

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weak. 
It looks like I, I mean, 

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obviously the hack didn't wasn't
really a great feeling for a lot

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of people, but I think this is 
also retail ready getting carted

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here on this on this move in 
Solana, which has affected a lot

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of the ecosystem. 
What 26%? 

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Yeah, but the timeline is is 
wrecked. 

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Let's be honest here, like all 
the people that are in here day 

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in day outlook trading, trading 
more of the left curve stuff. 

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It's it's not been it's not been
that pretty. 

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The bright spots appear to be, 
like I said, some of the chains 

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where funds seem to be flowing. 
So things like bearer chains 

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holding up pretty well. 
Sonic, which you mentioned on 

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Friday, again is holding up 
relatively well. 

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And and they're kind of 
marginally down, let's say since

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Friday. 
But the rest, I mean even hyper 

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liquid, Hyper liquid liquid is 
about to go below 20 here. 

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Yeah, it's. 
Yeah, it's. 

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One of the top losers today with
alongside Solon and Co. 

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Yeah, it definitely feels as 
though people are are in some a 

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decent amount of pain kind of a 
kind of across the board. 

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This is this is now starting to 
affect some of the even the 

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popular altcoins, you know which
I don't think is I don't think 

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is that that pretty Mac macro 
this week is is actually quite 

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busy. 
We have, we have GDQ 4 GDP, we 

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have, we have PC inflation on 
Friday. 

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That'll be the big one. 
It's NVIDIA earnings as well. 

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So maybe we'll see some some 
stuff around that. 

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So we have definitely some 
volatility, volatility attached 

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to that. 
Michael Saylor is still buying 

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Bitcoin. 
Well, no, 2 billion, the micro 

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strategy stock is not trading 
well at all. 

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I think people are getting a 
little bit worried about that 

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one, or at least they don't like
this situation where it keeps on

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loading up as micro strategy 
stock goes down. 

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So yeah, nothing yet which is 
going absolutely crazy. 

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Like that would be like the the 
smoking gun. 

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Apart from this, apart from this
hack, which I think just got 

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people very nervous about crypto
in general. 

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Some people pointed like stretch
stock market valuations, but 

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nothing, nothing that's like 
going to be the trigger really. 

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What did you think of this one? 
SIM sent that to us yesterday. 

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I mean, keep in mind the guy's 
name is the short bear, but it 

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was this tweet yesterday about 
like, I think you could kind of 

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going there now like coin master
Microsoft, sorry, pound here. 

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Microsoft, like a lot of these 
stock stocks like seemingly not 

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holding pretty well. 
It seems like today they're 

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they're kind of breaking down. 
Yeah. 

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Look, I mean, this is crypto 
breaking down as well, like. 

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Is Steve Cohen going bearish 
too? 

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I saw a bunch of stuff like 
that. 

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Are you worried about concern 
about this at all? 

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00:10:01,960 --> 00:10:06,760
Am I concerned about macro? 
It's difficult to say. 

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Inflation looks like it's 
heading slightly higher but 

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nothing crazy. 
I'm yet to see the thing that 

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like causes us to break. 
Like causes a massive sell off, 

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but it definitely feels like the
fear is back. 

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But the fact that VIX just went 
to 20, right? 

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That tells you that the fear is 
is back in the market. 

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Even with stocks at or near all 
time highs, like yeah, they 

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dropped 2%, but like we are very
close to all time highs on on 

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the stock market. 
That's in Europe. 

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Why is it 3 three-year highs in 
their stock market? 

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00:10:41,080 --> 00:10:44,200
So stocks of Germany held up 
very well over this period. 

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00:10:45,720 --> 00:10:47,960
I think people are kind of 
looking for a reason to be 

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bearish. 
Do you know what I mean? 

200
00:10:49,160 --> 00:10:52,960
Like what's going to be the 
thing that causes us to heal 

201
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over? 
And I feel like that's slightly 

202
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the same in in in crypto here. 
Like people feel as though 

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they're kind of surprised that 
bitcoins not lower given, given 

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00:11:06,680 --> 00:11:09,040
the absolute bloodbath that's 
happened in everything else. 

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00:11:09,040 --> 00:11:13,000
So but it hasn't. 
And people think people are 

206
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waiting for that thing that goes
like, oh, OK, we've been waiting

207
00:11:15,320 --> 00:11:19,520
for this, you know, Bitcoin goes
to 8085 K or something like 

208
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that. 
You know, like kind of just has 

209
00:11:21,120 --> 00:11:25,920
that feeling about it right now.
But but I don't see it just yet,

210
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apart from maybe like maybe one 
of the sovereigns breaking or 

211
00:11:32,960 --> 00:11:35,680
yeah, like China, China, Taiwan,
that sort of thing. 

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00:11:35,680 --> 00:11:39,800
Like there's nothing there yet 
that points like, oh, this is 

213
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going to be in detail or 
something like that. 

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00:11:43,320 --> 00:11:47,560
How do you feel in Maya Tyler? 
Yeah, I mean, I I even shared 

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00:11:47,680 --> 00:11:49,800
some of the bearish takes in our
chat just. 

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00:11:49,920 --> 00:11:52,120
You know, yeah. 
Total echo chamber, right? 

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00:11:52,120 --> 00:11:54,320
And I think, you know, I both 
lean pretty perma bullish but 

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00:11:54,320 --> 00:11:56,000
very smart people. 
Are like. 

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00:11:56,600 --> 00:11:59,600
Sharing bearish views and it's 
things we talked about on the 

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00:11:59,600 --> 00:12:02,080
show before. 
It's some volatility. 

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00:12:02,080 --> 00:12:05,280
It's like these tariffs come 
into play and that's not really 

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00:12:05,280 --> 00:12:07,960
having a full understanding yet 
of what the impact of that is. 

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00:12:08,080 --> 00:12:10,120
It like if you go to the grocery
store and I went grocery 

224
00:12:10,120 --> 00:12:12,800
shopping last week, prices on 
some of these things are high, 

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00:12:12,800 --> 00:12:15,560
but one of my grocery stores 
doesn't even have eggs. 

226
00:12:15,560 --> 00:12:18,640
And like, I know that's kind of 
its own thing, but like, it's 

227
00:12:18,640 --> 00:12:20,320
more than just. 
Eggs wild. 

228
00:12:20,880 --> 00:12:25,240
It, it does feel like prices are
going higher a little bit, which

229
00:12:25,240 --> 00:12:28,440
is going to impact consumer 
satisfaction. 

230
00:12:28,960 --> 00:12:32,720
So like it's not making me like 
flip mega bearish, but it also 

231
00:12:32,720 --> 00:12:35,040
kind of sets up like, are we 
just going to chop the 

232
00:12:35,040 --> 00:12:38,280
foreseeable future? 
And I do feel like the, the chop

233
00:12:38,280 --> 00:12:42,160
outcome feels a little bit more 
likely at this point. 

234
00:12:42,400 --> 00:12:46,080
I think there's like the 
Microsoft's seemingly not 

235
00:12:46,080 --> 00:12:49,320
renewing some of its data center
leases that's got people spooked

236
00:12:49,320 --> 00:12:52,760
a little bit about the, you 
know, the, the near term future 

237
00:12:52,760 --> 00:12:55,440
of AI and the demand for power 
and, and all that. 

238
00:12:55,440 --> 00:12:57,440
I think NVIDIA earnings are 
going to be huge on Wednesday. 

239
00:12:57,440 --> 00:13:01,200
That seems like the, the, the 
big event of the week here. 

240
00:13:01,200 --> 00:13:05,360
I think if you want to flip the 
the bull case though, is crypto 

241
00:13:05,360 --> 00:13:09,040
just saw the biggest hack in 
crypto history and human history

242
00:13:10,080 --> 00:13:12,360
and Bitcoin's still trading in 
the rage right I. 

243
00:13:12,800 --> 00:13:14,200
Mean, yeah. 
Bad. 

244
00:13:14,320 --> 00:13:15,600
Certainly. 
Everything's down. 

245
00:13:17,360 --> 00:13:19,840
I mean, Bitcoin is seemingly 
decoupled from crypto as a 

246
00:13:19,840 --> 00:13:23,760
whole, right? 
Yeah, it, I mean, I think from a

247
00:13:23,760 --> 00:13:26,280
price action, it's like I I'm 
looking at Bitcoin right now. 

248
00:13:26,280 --> 00:13:28,960
It's like barely moving. 
The thing's at like 94 and a 

249
00:13:28,960 --> 00:13:32,160
half, $1000. 
And then there's Solana and 

250
00:13:32,160 --> 00:13:33,680
everything else. 
Just like complete breaking 

251
00:13:33,680 --> 00:13:35,120
down. 
Theorem was having its moment 

252
00:13:35,120 --> 00:13:38,000
this weekend, but seems like 
that was the buy bit. 

253
00:13:38,560 --> 00:13:41,760
Load up Classic, man, you, you 
know what, for the first time 

254
00:13:41,760 --> 00:13:43,600
though, yesterday I actually was
like, you know, this time could 

255
00:13:43,600 --> 00:13:47,120
be different for Ethereum. 
Like in my head, I literally 

256
00:13:47,120 --> 00:13:48,600
thought about it. 
I was like, yo, maybe I think 

257
00:13:48,600 --> 00:13:50,160
I've been texted, man. 
I was like, yo, like I kind of 

258
00:13:50,160 --> 00:13:53,120
want to move like 2550% of my 
port to ETH. 

259
00:13:53,640 --> 00:13:55,200
I mean, it doesn't matter 
because everything's down now. 

260
00:13:55,200 --> 00:13:56,680
So it's not like it would have 
been up or down. 

261
00:13:56,680 --> 00:13:58,760
So like it'd been pretty flat 
because it'd been down or down, 

262
00:13:59,160 --> 00:14:02,640
but it's like, it's pretty wild.
We can't catch a break, boys. 

263
00:14:03,520 --> 00:14:05,800
I know catch a break. 
It felt like that on Friday. 

264
00:14:05,800 --> 00:14:09,000
It felt like Friday Ether's 
about to outperform for the 

265
00:14:09,000 --> 00:14:11,160
first time and the market might 
feel good. 

266
00:14:11,160 --> 00:14:14,040
And then, you know, Bitcoin was 
about to go to 100K and then and

267
00:14:14,040 --> 00:14:19,040
then we had the hack and then 
when it happened on Sunday 

268
00:14:19,040 --> 00:14:23,720
night, again, I think everyone's
like, oh, don't do it to us 

269
00:14:23,720 --> 00:14:26,640
again. 
You know, at the moment, if he's

270
00:14:26,640 --> 00:14:28,440
going to, if he's going to rally
again. 

271
00:14:29,200 --> 00:14:30,680
But it's. 
Going to Rick. 

272
00:14:31,080 --> 00:14:33,760
It feels like this defensive 
asset almost that people buy 

273
00:14:33,760 --> 00:14:36,200
when they're just like they've 
lost money on everything else. 

274
00:14:36,200 --> 00:14:41,960
Yeah, yeah, look, it's it's bad 
out there right now. 

275
00:14:41,960 --> 00:14:45,040
If you haven't just been on 
Bitcoin the whole time, it's 

276
00:14:45,040 --> 00:14:49,800
been a big move down in the 
majority of majority of assets, 

277
00:14:49,800 --> 00:14:54,000
even L ones. 
You know Solana is down. 

278
00:14:54,280 --> 00:14:58,200
That was a month ago basically 
that that it was at its high. 

279
00:14:59,520 --> 00:15:03,840
That was at 290. 
Right now it's at 1:50, so it's 

280
00:15:04,000 --> 00:15:05,920
outfit. 
Buck. 

281
00:15:09,840 --> 00:15:14,760
It's it's pretty wild and it's 
not just them, right? 

282
00:15:14,760 --> 00:15:20,280
Like it's taken down, taken down
the vast majority of all the AI 

283
00:15:20,280 --> 00:15:26,040
and memes and, and it's not even
like East did that well during 

284
00:15:26,040 --> 00:15:27,680
that over that period either. 
Like that's down. 

285
00:15:27,680 --> 00:15:33,800
It's only and Bitcoins down. 
Yeah, God, it's it's not to be 

286
00:15:33,800 --> 00:15:35,440
safe. 
It feels like right now people 

287
00:15:35,440 --> 00:15:42,000
are looking at like stable coin 
yields and and like defy. 

288
00:15:43,320 --> 00:15:45,480
It's almost like when we were 
joking about a six month drop 

289
00:15:45,480 --> 00:15:47,320
last nine month drop a few weeks
ago. 

290
00:15:47,360 --> 00:15:50,480
A few months ago we were right. 
Remember we we literally looked 

291
00:15:50,480 --> 00:15:52,000
at the Bitcoin chart like yo, 
like we're just going to 

292
00:15:52,000 --> 00:15:56,120
replicate that whole chop period
and it looks like this is really

293
00:15:56,120 --> 00:15:58,600
what's happening guys. 
And if you've even this is the 

294
00:15:58,600 --> 00:16:00,360
show, you know that was one of 
our thesis on the show for a 

295
00:16:00,360 --> 00:16:03,560
minute and it's like getting 
confirmed everyday, right? 

296
00:16:03,560 --> 00:16:05,000
It was like that, that period 
here. 

297
00:16:05,360 --> 00:16:09,520
They could last here again. 
It's starting to look like it's 

298
00:16:09,520 --> 00:16:13,160
just going to go like this one's
going to happen while everything

299
00:16:13,160 --> 00:16:16,080
else gets just, like, decimated.
Yeah. 

300
00:16:16,680 --> 00:16:19,040
And that chop, though, still 
stuff still did OK. 

301
00:16:19,040 --> 00:16:20,360
You know, like, yeah, yeah, of 
course. 

302
00:16:20,480 --> 00:16:24,160
It was an environment where 
people were were trading meme 

303
00:16:24,160 --> 00:16:27,760
coins and they had their whole 
meme coin season and and Solana 

304
00:16:27,760 --> 00:16:32,480
still held up pretty well. 
And this, this just feels like 

305
00:16:32,480 --> 00:16:34,600
Bitcoin dominance is just 
heading to 70. 

306
00:16:34,640 --> 00:16:38,280
You know, it's like everything 
is just getting smashed. 

307
00:16:38,280 --> 00:16:41,560
What's the BTCDI? 
What do you mean Bitcoin 

308
00:16:42,280 --> 00:16:44,520
dominance? 
Like it? 

309
00:16:44,560 --> 00:16:50,400
It does feel like there's 
pockets of new and protocols 

310
00:16:50,400 --> 00:16:52,000
doing well, like Bear. 
Up right, Sonic? 

311
00:16:52,080 --> 00:16:54,280
Well. 
Like Kaido just lost a $2 

312
00:16:54,280 --> 00:17:00,520
billion fee into what like 
people have people think it is a

313
00:17:00,520 --> 00:17:03,800
bear market like that. 
So like there are pockets of 

314
00:17:03,800 --> 00:17:05,160
opportunities. 
I think it's the point. 

315
00:17:05,160 --> 00:17:07,040
And I feel like if we stay in 
this range, there's going to 

316
00:17:07,040 --> 00:17:09,760
continue to be pretty strong 
opportunities like that. 

317
00:17:10,760 --> 00:17:14,480
You're right, I mean Cairo's 
doing good Sonic. 

318
00:17:14,520 --> 00:17:15,920
I've seen a lot of stuff around 
it. 

319
00:17:16,240 --> 00:17:18,560
Probably also one of the reasons
why Solana's down a bit more in 

320
00:17:18,560 --> 00:17:22,240
terms of D5. 
I mean the the radium 911 

321
00:17:22,240 --> 00:17:26,240
happened yesterday with the pump
fun news, which was like, I saw 

322
00:17:26,240 --> 00:17:27,319
this. 
I thought you might do right 

323
00:17:27,319 --> 00:17:28,560
away. 
I was glad this morning when I 

324
00:17:28,560 --> 00:17:31,720
woke up and like, no, I'm I'm 
good, I'm safe, but like I I I 

325
00:17:31,720 --> 00:17:35,200
know it was super late for you. 
I saw this like fuck, I saw the 

326
00:17:35,200 --> 00:17:39,200
radium news on on pump fun of 
insulin AMM, which they launched

327
00:17:39,800 --> 00:17:42,720
and on the back of freedom like 
I'm 26% guys like that's like an

328
00:17:42,720 --> 00:17:46,280
insane move. 
That's crazy. 

329
00:17:46,320 --> 00:17:48,480
It is and. 
It isn't like this is unknown 

330
00:17:48,680 --> 00:17:51,080
like this doesn't actually 
account for that much of 

331
00:17:51,080 --> 00:17:53,520
Radium's volume pump fun, but. 
It narrative, right? 

332
00:17:53,720 --> 00:17:55,640
It is a big. 
Big part of its growth story, 

333
00:17:55,640 --> 00:17:59,320
yeah. 
And so that's, yeah, just 

334
00:17:59,320 --> 00:18:01,440
another one though. 
But like this is in the back of 

335
00:18:01,440 --> 00:18:03,720
Jupiter, like getting caught up 
in the whole. 

336
00:18:03,840 --> 00:18:08,200
Yeah, Melee. 
So like what in what in if you 

337
00:18:08,200 --> 00:18:10,640
weren't? 
If you move from the means to 

338
00:18:10,800 --> 00:18:15,320
memes to the shovels to even the
L1 like nothing on Solana was 

339
00:18:15,320 --> 00:18:18,560
safe. 
During nothing, absolutely 

340
00:18:18,560 --> 00:18:20,440
nothing and. 
And we have. 

341
00:18:21,640 --> 00:18:24,040
And then on top of this, you 
have the dangers of a Kanye coin

342
00:18:24,040 --> 00:18:25,960
dropping anytime. 
So that's like. 

343
00:18:27,040 --> 00:18:28,960
Of which what would you want to 
own in that scenario? 

344
00:18:28,960 --> 00:18:31,400
You probably you probably wanted
to own the shovels place, right?

345
00:18:32,040 --> 00:18:38,840
So like, it's, it's just a, it's
just Solana has been a really 

346
00:18:39,360 --> 00:18:42,440
crazy, awful trade since Trump 
came out. 

347
00:18:43,600 --> 00:18:48,240
The one of the biggest head 
fakes that I got that I got 

348
00:18:48,240 --> 00:18:51,400
caught in too, right? 
Like it's just like you got, you

349
00:18:51,400 --> 00:18:53,360
thought that this was going to 
be wow. 

350
00:18:53,360 --> 00:18:56,600
Like Solana, the the President 
of the United States has 

351
00:18:56,600 --> 00:19:00,800
launched a coin on Solana. 
It makes me give her this so 

352
00:19:00,800 --> 00:19:02,280
much. 
You just think. 

353
00:19:03,160 --> 00:19:05,800
Yeah, the thesis was just like 
tons of coins are going to come,

354
00:19:05,800 --> 00:19:09,560
which they did. 
Everyone's going to have a coin,

355
00:19:09,920 --> 00:19:13,240
you know, Internet, capital 
markets, all of that. 

356
00:19:13,240 --> 00:19:18,600
But instead of that playing out 
over months, it paid out over 

357
00:19:18,600 --> 00:19:22,960
days and weeks and and it just 
wrecked everyone. 

358
00:19:23,440 --> 00:19:26,000
And in the end salon, it's gone 
down 50% like. 

359
00:19:28,040 --> 00:19:30,600
Oh my God, I was just scrolling 
the timeline and as you were 

360
00:19:30,600 --> 00:19:32,680
saying this it makes me think of
this clip and it literally 

361
00:19:32,680 --> 00:19:35,480
pulled like I'm scrolling the 
timeline and this comes up. 

362
00:19:38,000 --> 00:19:40,480
What is it? 
Yeah, we can't hear it. 

363
00:19:40,800 --> 00:19:44,080
Oh, you guys can't hear? 
We're just getting started. 

364
00:19:44,080 --> 00:19:46,320
It's as you were saying this, 
this thing comes up. 

365
00:19:46,320 --> 00:19:48,400
I'm like, fuck. 
Like in retrospect, it's like, 

366
00:19:48,400 --> 00:19:53,920
God damn it, we had it easy 
after Trump coin and then and 

367
00:19:53,920 --> 00:19:55,200
then everything just like hit 
the curb. 

368
00:19:55,200 --> 00:19:57,120
And that wasn't really here to 
like give my opinions on like 

369
00:19:57,120 --> 00:19:58,360
what happened last two weeks. 
That's crazy. 

370
00:19:58,360 --> 00:20:00,360
I've never been more bearish on 
Solana in my life and I still 

371
00:20:00,360 --> 00:20:03,360
have my whole GLP position. 
I was thinking like I traveled 

372
00:20:03,360 --> 00:20:05,320
my keys and anything, nor did I 
touch anything. 

373
00:20:06,240 --> 00:20:08,760
But I got to say like after the 
Malay thing, I woke up and I was

374
00:20:08,760 --> 00:20:10,040
like, I want completely out of 
this. 

375
00:20:10,680 --> 00:20:12,840
I think I texted you mind about 
this but I was like I have never

376
00:20:12,840 --> 00:20:17,120
in my life felt more bearish on 
Solana than today after this And

377
00:20:17,160 --> 00:20:19,920
and I think. 
A lot of I think a lot of Solana

378
00:20:19,920 --> 00:20:23,000
OG's did as well. 
I mean, it's it's terrible. 

379
00:20:23,000 --> 00:20:24,680
It's just terrible the whole 
situation. 

380
00:20:24,680 --> 00:20:26,560
And then again, like Friday 
night, like this guy just 

381
00:20:26,560 --> 00:20:30,320
fucking triggered, warned him, 
like killed himself on stream. 

382
00:20:31,080 --> 00:20:33,560
And then they told him like this
is and that happened Friday. 

383
00:20:33,560 --> 00:20:36,520
So this is of news this morning.
Like it's super sad, man, you 

384
00:20:36,520 --> 00:20:38,920
know, and there's nobody to like
condemn it. 

385
00:20:39,040 --> 00:20:41,480
Like, and then like, I love Raj.
He's a homie, but like then I 

386
00:20:41,480 --> 00:20:44,440
see him like light dunking as a 
joke on if you're in the 

387
00:20:44,440 --> 00:20:46,400
meantime, someone's like 
offering himself on his chain 

388
00:20:46,400 --> 00:20:48,280
after multiple rugs and they're 
still like silent. 

389
00:20:48,280 --> 00:20:51,160
So it's like dude, like have 
some like a little bit of like 

390
00:20:51,600 --> 00:20:54,040
compassion maybe. 
Like I'm not expecting them to 

391
00:20:54,040 --> 00:20:56,400
come and be like, yo, stop 
dropping Rocco Solana. 

392
00:20:56,440 --> 00:20:58,800
Like no, I get it, 
decentralization permission, 

393
00:20:58,800 --> 00:21:00,760
less systems. 
But like dude, like say 

394
00:21:00,760 --> 00:21:03,040
something, man, like I don't 
know, just say something. 

395
00:21:03,040 --> 00:21:05,560
I don't know. 
I'm super bearish on the old 

396
00:21:05,560 --> 00:21:07,080
ecosystem. 
I still have my entire GLP 

397
00:21:07,080 --> 00:21:09,240
position, which is also down, 
but that's like I would have 

398
00:21:09,240 --> 00:21:10,880
been down even more. 
Like I would have been 

399
00:21:10,880 --> 00:21:13,320
completely like out. 
Like it had kept all my 

400
00:21:13,720 --> 00:21:16,120
positions from before the Trump 
trade here. 

401
00:21:16,600 --> 00:21:21,160
But it's I'm super like, I'm not
very bullish on the ecosystem as

402
00:21:21,200 --> 00:21:26,560
it stands. 
The thing is, The thing is like,

403
00:21:26,560 --> 00:21:30,160
what do you, what could you have
actually earned like? 

404
00:21:30,240 --> 00:21:31,920
Nothing. 
No, you're right, JLP is a 

405
00:21:31,920 --> 00:21:37,680
stable nothing stables Bitcoin 
with. 110K and now it's in 96. 

406
00:21:38,040 --> 00:21:41,360
Bitcoin only. 
Sorry, so now it's at 94. 

407
00:21:41,360 --> 00:21:45,680
Like, it's not like nothing you 
could have earned over the last 

408
00:21:45,680 --> 00:21:48,480
month really made money apart. 
From. 

409
00:21:49,360 --> 00:21:53,320
From some of these new coins and
maybe bearer and Sonic right 

410
00:21:53,360 --> 00:21:54,440
which? 
Is but you have to play every 

411
00:21:54,440 --> 00:21:56,800
rotation perfectly again. 
Like you got to be like God, you

412
00:21:56,800 --> 00:21:59,320
know, like you got to. 
And then ain't nobody like that.

413
00:21:59,320 --> 00:22:01,640
Like if anyone tells you right 
now that they're up in the last 

414
00:22:01,640 --> 00:22:03,200
month, like they're lying to 
you, you know what I mean? 

415
00:22:03,200 --> 00:22:05,960
Like, ain't nobody up. 
You know, I was just looking at 

416
00:22:05,960 --> 00:22:09,160
the jail feature. 
I mean it, it's one, it has to 

417
00:22:09,160 --> 00:22:11,800
be one, it has to be one of the 
strongest performers though, 

418
00:22:11,840 --> 00:22:13,600
like compared. 
To market. 

419
00:22:13,680 --> 00:22:17,720
It is down 20% from peak 
Solano's, down 50%, Yeah. 

420
00:22:18,320 --> 00:22:20,080
Literally saved that the whole 
thing. 

421
00:22:20,600 --> 00:22:23,040
Like so that was still a good 
move compared to everything else

422
00:22:23,240 --> 00:22:25,760
other than going to to stables 
basically right I. 

423
00:22:25,920 --> 00:22:29,040
Mean if you want to be risk on 
while not having stables, you 

424
00:22:29,040 --> 00:22:31,160
should GLP, right? 
Like you arguably like this is 

425
00:22:31,160 --> 00:22:32,480
something you want to be risk 
on. 

426
00:22:32,960 --> 00:22:35,880
But in retrospect, like, you 
know, stables was the move after

427
00:22:35,880 --> 00:22:38,080
Trump trade, but it's hindsight,
right? 

428
00:22:38,080 --> 00:22:39,600
So like I should have, could 
have, would have, right? 

429
00:22:40,040 --> 00:22:43,480
But nobody made that call. 
I don't want to flip too bearish

430
00:22:43,480 --> 00:22:46,320
on Solana here just because I 
think some of the fundamentals 

431
00:22:46,320 --> 00:22:48,200
that we talked about as part of 
the bull case, I don't think 

432
00:22:48,200 --> 00:22:50,400
they've all gone away. 
I do think that there needs to 

433
00:22:50,400 --> 00:22:53,160
be like a cleanse and a reset 
here from some of this meme coin

434
00:22:53,160 --> 00:22:54,960
fallout. 
And that's going to take some 

435
00:22:54,960 --> 00:22:56,960
time. 
And I don't think we're going to

436
00:22:56,960 --> 00:23:01,240
see like a big meme coin run on 
Solana anytime soon. 

437
00:23:02,280 --> 00:23:04,840
But the reason that it all 
happened on Solana was because 

438
00:23:04,840 --> 00:23:13,280
of the UI and the speed and that
is still there and there are 

439
00:23:13,280 --> 00:23:17,080
other apps. 
We're selling off right now. 

440
00:23:17,800 --> 00:23:19,240
I don't want to go too too 
bearish. 

441
00:23:19,280 --> 00:23:23,800
On yeah, no, I think I mean 
let's we'll move on to the 

442
00:23:23,800 --> 00:23:26,000
topics today, but like, what do 
you what do you guys what's your

443
00:23:26,000 --> 00:23:29,080
final outlook here Mando on on 
this market and you think we're 

444
00:23:29,080 --> 00:23:30,600
going to we're going to bounce 
at some point here. 

445
00:23:30,600 --> 00:23:32,200
Typical Monday. 
I mean, Mondays are known to 

446
00:23:32,200 --> 00:23:34,800
like every Monday this year has 
been a fucking dump fest. 

447
00:23:34,960 --> 00:23:39,480
Every single Monday this cycle 
this year has been a dump fest. 

448
00:23:40,520 --> 00:23:42,400
And every Friday though as well,
right? 

449
00:23:42,440 --> 00:23:45,960
It's like. 
And every Sunday it's like 3 

450
00:23:45,960 --> 00:23:50,080
days out of the week. 
I think, I think this is more 

451
00:23:50,080 --> 00:23:53,040
than just a crypto sell off. 
This is a macro sell off right 

452
00:23:53,040 --> 00:23:56,040
now as well which doesn't help 
and that was happening on Friday

453
00:23:56,040 --> 00:23:58,520
as well. 
Scary. 

454
00:23:59,120 --> 00:24:01,040
Let's see how that one resolves 
itself. 

455
00:24:02,680 --> 00:24:05,560
But like the fact that the 
Nasdaq's another half percent 

456
00:24:05,560 --> 00:24:09,040
today. 
It's not. 

457
00:24:09,040 --> 00:24:10,600
It's not. 
It's not helping, I don't think.

458
00:24:10,600 --> 00:24:14,320
So Maybe we see some more pain. 
Yeah, more. 

459
00:24:15,000 --> 00:24:16,960
Pain here like. 
I'd be unsurprised if Bitcoin 

460
00:24:16,960 --> 00:24:20,480
touches that that that support 
level it's been in. 

461
00:24:22,840 --> 00:24:24,480
Yeah, it's like part, it's like 
90. 

462
00:24:25,560 --> 00:24:27,040
Like we're talking about Bitcoin
here. 

463
00:24:27,040 --> 00:24:30,280
Like some of the other stuff, 
Bitcoin dominance could continue

464
00:24:30,280 --> 00:24:35,160
to push higher today. 
If I'm honest, it's difficult to

465
00:24:35,160 --> 00:24:38,960
know what you want to buy when 
everything's falling like a 

466
00:24:38,960 --> 00:24:40,880
knife. 
But Bitcoin feels like the 

467
00:24:40,880 --> 00:24:46,360
obvious one, man. 
Like some of this stuff is is 

468
00:24:46,360 --> 00:24:48,320
really falling out of bed 
though. 

469
00:24:48,480 --> 00:24:51,080
Like some of the stuff that I 
was even living in Las Vegas 

470
00:24:51,080 --> 00:24:53,360
Cafe just hit nought point 
nought 8/6. 

471
00:24:53,400 --> 00:24:55,440
Yeah, we were talking about it 
like a week ago. 

472
00:24:56,120 --> 00:24:59,440
You see how that stuff moving 
Trump is down to 14. 

473
00:24:59,440 --> 00:25:01,200
Obviously that's kind of that 
kind of makes sense. 

474
00:25:01,520 --> 00:25:04,680
The stuff holding up OK here, 
interestingly, is like B&B, 

475
00:25:05,760 --> 00:25:10,760
Sonic, Bitcoin and. 
And this isn't like a positive 

476
00:25:10,760 --> 00:25:13,160
news cycle too, right? 
Tyler's going to get this, so I 

477
00:25:13,160 --> 00:25:15,360
don't want to take it away. 
But like Robin Hood case dropped

478
00:25:15,360 --> 00:25:19,720
this morning, Coinbase open C. 
I'm sure you swap snacks like 

479
00:25:20,200 --> 00:25:24,160
we're like winning on the 
framework side, but we're losing

480
00:25:24,760 --> 00:25:27,240
on every other side, which is 
absolutely insane. 

481
00:25:27,240 --> 00:25:28,960
Like even it's a lot of thing 
you could argue like, OK, like 

482
00:25:29,320 --> 00:25:31,480
it's not over with. 
There's an investigations on on 

483
00:25:31,480 --> 00:25:34,480
the melee case and everything. 
But you know, like it's not like

484
00:25:34,480 --> 00:25:36,600
there's a drop. 
There's a drop in every day 

485
00:25:36,600 --> 00:25:38,080
right now. 
It's just, yeah, that's. 

486
00:25:38,240 --> 00:25:41,000
The thing like there's a slight 
departure there from what 

487
00:25:41,000 --> 00:25:45,680
institutions and the regulator 
like the the the news flow also 

488
00:25:45,680 --> 00:25:48,320
like again, the number of 
stables just continues to go up 

489
00:25:48,320 --> 00:25:52,280
only, which makes you think that
like this isn't this isn't a 

490
00:25:53,640 --> 00:25:55,400
we're getting out of crypto 
thing. 

491
00:25:55,880 --> 00:25:59,640
You know, this is just like the 
the market's selling off. 

492
00:25:59,800 --> 00:26:03,960
Move to stables or move to the L
ones, you know, or move to 

493
00:26:03,960 --> 00:26:10,760
Bitcoin, so. 
Yeah, anyways, I guess we'll see

494
00:26:10,760 --> 00:26:14,000
where that takes us. 
Tyler, Tyler, let's see what you

495
00:26:14,000 --> 00:26:15,640
got for us. 
Let's let's change the mood up 

496
00:26:15,640 --> 00:26:17,560
of it. 
Jesus, man, what's this? 

497
00:26:17,840 --> 00:26:18,960
This. 
Damn. 

498
00:26:18,960 --> 00:26:21,760
It's my first go back in two 
weeks and it's just like 

499
00:26:21,760 --> 00:26:24,520
doomsday, God damn it. 
I mean, our fault. 

500
00:26:24,520 --> 00:26:26,880
We're just being like objective 
here, right? 

501
00:26:27,120 --> 00:26:40,680
I think as we should. 
All right, I've deleted all the 

502
00:26:40,680 --> 00:26:41,800
negative news. 
We're just going to talk 

503
00:26:41,800 --> 00:26:45,480
positive news here this morning.
So buy that has closed the gap 

504
00:26:45,520 --> 00:26:48,440
from its E pack with customer 
funds now fully backed after 

505
00:26:48,440 --> 00:26:50,840
what was the biggest hack in 
human history, Michael Saylor, 

506
00:26:50,840 --> 00:26:55,920
they bought 20,356 Bitcoin for 2
billion dollars, 97,500 average.

507
00:26:56,360 --> 00:27:00,360
Get this, their new average buy 
price for Bitcoin is 66,000. 

508
00:27:00,440 --> 00:27:02,480
So that is creeping up in real 
time. 

509
00:27:02,760 --> 00:27:06,360
The SEC has dropped its case 
against Robin Hood, its latest 

510
00:27:06,520 --> 00:27:08,680
high profile drop. 
It comes after the open seat 

511
00:27:08,680 --> 00:27:12,400
case was dropped on Friday. 
Canary has filed for an H Bar 

512
00:27:12,400 --> 00:27:15,080
ETF, which according to the 
Bloomberg ETF analyst means 

513
00:27:15,360 --> 00:27:20,080
Litepoint and H Bar are in pole 
position to get the next ETF 

514
00:27:20,200 --> 00:27:23,680
approval. 
Not Solana Montana, they 

515
00:27:23,680 --> 00:27:25,720
rejected their Bitcoin strategic
reserve proposal. 

516
00:27:25,720 --> 00:27:30,440
I think 3 states have now 
rejected their proposals, though

517
00:27:30,440 --> 00:27:35,080
several are still moving along. 
Utah still the furthest along 

518
00:27:35,080 --> 00:27:37,480
there. 
Sonic now in the top ten weekly 

519
00:27:37,480 --> 00:27:39,480
volumes, 800 million on the 
week. 

520
00:27:39,480 --> 00:27:42,520
Pair chain cooking as well. 
Top 10 stables, 7th and TBL 

521
00:27:42,520 --> 00:27:47,080
first in that weekly close. 
In token AirDrop and protocol 

522
00:27:47,080 --> 00:27:48,480
news. 
Pump Fund reportedly launching 

523
00:27:48,480 --> 00:27:52,880
its own liquidity pools via AMM 
dot pump dot Fund no longer 

524
00:27:52,880 --> 00:27:55,480
dependent on those Ray pools. 
Pump Fund also did remove a 

525
00:27:55,480 --> 00:27:59,400
token over the weekend tied to 
the Lazarus hacker hacker 

526
00:27:59,400 --> 00:28:00,640
groups. 
That was an interesting story. 

527
00:28:00,920 --> 00:28:06,000
Kaido briefly soared 30% after 
an announcement of new rewards. 

528
00:28:06,080 --> 00:28:08,000
Tears here. 
They're announcing new social 

529
00:28:08,000 --> 00:28:11,320
cards based on the amount of 
Kaido AirDrop held and states. 

530
00:28:11,320 --> 00:28:14,120
And then Arkham launched spot 
trading markets in several U.S. 

531
00:28:14,120 --> 00:28:17,680
states as well. 
Quiet weekend in AI market cap 

532
00:28:17,680 --> 00:28:19,920
down to about 6.4 billion when I
checked this morning. 

533
00:28:19,920 --> 00:28:21,520
Perhaps down a little bit more 
since then. 

534
00:28:21,720 --> 00:28:24,640
The big story is this new sports
betting AI agent Billy Betts, 

535
00:28:24,960 --> 00:28:26,880
one of the biggest winners of 
the weekend jumped to 

536
00:28:26,880 --> 00:28:29,400
16,000,000. 
It revealed it had a $100,000 

537
00:28:29,400 --> 00:28:32,480
bankroll to bet with and it has.
It did have a lot of success 

538
00:28:32,480 --> 00:28:37,240
here this first weekend and meme
coin news not a whole lot. 

539
00:28:37,240 --> 00:28:40,480
This AVAX meme coin pre sale for
this BLOB token received over a 

540
00:28:40,480 --> 00:28:44,280
100,000 applications. 
So people are hungry for these 

541
00:28:44,320 --> 00:28:49,240
AVAX pre sales and then no Kanye
meme coin launched after a a 

542
00:28:49,240 --> 00:28:52,320
roller coaster weekend. 
It seems the account perhaps has

543
00:28:52,320 --> 00:28:55,440
been sold, We don't know for 
sure, but the odds being 

544
00:28:55,440 --> 00:28:57,160
launched this month now below 
40%. 

545
00:28:58,640 --> 00:29:06,680
Wow, that's a lot of bad news. 
I'm trying to I'm trying, I'm 

546
00:29:06,680 --> 00:29:08,840
hunting for some good news. 
I mean we are waiting on every 

547
00:29:09,280 --> 00:29:12,880
case in the SEC side, but but 
there's. 

548
00:29:13,520 --> 00:29:16,560
Some decent headlines there. 
Where do we start? 

549
00:29:18,440 --> 00:29:22,240
Let's see, I mean, if we want 
to, if we want to do some, some 

550
00:29:22,240 --> 00:29:23,720
positive news, we can talk about
Kaidos. 

551
00:29:23,720 --> 00:29:26,320
You didn't have a chance to to 
get into it with us too much 

552
00:29:26,640 --> 00:29:28,600
last week. 
Let's bring the chart up. 

553
00:29:28,600 --> 00:29:31,280
I mean that that thing is that 
whoever that market maker is, 

554
00:29:31,280 --> 00:29:33,680
let me know please. 
I need to have a conversation 

555
00:29:33,680 --> 00:29:35,720
with them. 
Yeah, I mean, this is impressive

556
00:29:35,720 --> 00:29:38,760
price action. 
So it's still at $1.76, which is

557
00:29:38,760 --> 00:29:42,080
1.76 billion. 
It was close to 2:00 this 

558
00:29:42,080 --> 00:29:43,760
morning. 
So it it's, it's catching a 

559
00:29:43,760 --> 00:29:47,040
little bit of fallout from this 
broader market sell off, I don't

560
00:29:47,040 --> 00:29:51,400
think a huge surprise there, but
sitting at 1.76 billion now four

561
00:29:51,400 --> 00:29:52,040
or five. 
Days. 

562
00:29:53,520 --> 00:29:57,000
Pretty damn impressive, I think 
you have to give them credit for

563
00:29:58,320 --> 00:30:01,240
and they've been keeping their 
foot on the gas with the 

564
00:30:01,240 --> 00:30:04,320
announcements like who's been 
speaking up quite a bit. 

565
00:30:04,320 --> 00:30:07,760
And then the news this morning 
is there's these new 3 tiers. 

566
00:30:08,120 --> 00:30:11,840
You're going to have like a a 
badge on your social profile 

567
00:30:11,840 --> 00:30:18,560
based on what percentage of your
air drop you held and then how 

568
00:30:18,560 --> 00:30:20,960
much is staked. 
Yeah. 

569
00:30:21,440 --> 00:30:25,080
So that they're incentivizing 
staking, they're incentivizing 

570
00:30:25,080 --> 00:30:27,160
holding your AirDrop. 
And the way it works is they're 

571
00:30:27,160 --> 00:30:29,000
not going to know if you sold 
and bought back. 

572
00:30:29,240 --> 00:30:32,960
It's just at any point, it's 
just a snapshot of how much you 

573
00:30:32,960 --> 00:30:35,040
were airdropped and how much you
currently hold. 

574
00:30:35,760 --> 00:30:39,480
So if folks have regrets that 
they're, they can buy back, but,

575
00:30:39,480 --> 00:30:41,520
but clearly that is a big part 
of their strategy. 

576
00:30:42,080 --> 00:30:45,320
And I mean, it's, it's working, 
right. 

577
00:30:45,400 --> 00:30:48,840
It's, it's working so far the 
market likes it. 

578
00:30:50,000 --> 00:30:51,960
So I think this was, this has to
give you hope. 

579
00:30:52,080 --> 00:30:57,560
I think if you are launching a 
protocol or an app in in 2025 

580
00:30:57,840 --> 00:31:00,160
and perhaps you were worried 
about market conditions that you

581
00:31:00,160 --> 00:31:02,640
can still have success. 
Yeah, you can. 

582
00:31:02,640 --> 00:31:04,520
I mean, I think it's a shout out
to them, by the way, I know we 

583
00:31:04,520 --> 00:31:06,520
didn't talk about it, but like, 
dude, despite all the Jesse pull

584
00:31:06,520 --> 00:31:09,240
action on the timeline the other
day when I was away, like I 

585
00:31:09,360 --> 00:31:11,480
mean, I I'm a fan, like I think 
what they're doing is great. 

586
00:31:11,480 --> 00:31:13,080
I think you who it's you who 
right the same. 

587
00:31:13,720 --> 00:31:16,200
I think he's a good founder, a 
good founder in the sense that 

588
00:31:16,200 --> 00:31:18,920
he cares about his product and 
both posts product 24/7. 

589
00:31:18,920 --> 00:31:21,480
He's actually building something
like I had initial calls with 

590
00:31:21,480 --> 00:31:24,720
Kaido like a few months ago 
because I was a fan and I still 

591
00:31:24,720 --> 00:31:25,760
am. 
I think what they're doing is 

592
00:31:25,760 --> 00:31:29,000
great and, and you definitely 
have someone here who knows what

593
00:31:29,000 --> 00:31:31,080
he's talking about and doing. 
So I think they're building cool

594
00:31:31,080 --> 00:31:32,920
social layer on top of social 
platforms. 

595
00:31:32,920 --> 00:31:35,720
And I like that, right? 
I've I've been speaking very 

596
00:31:35,720 --> 00:31:37,800
often about this like I'm tired 
of people building social apps 

597
00:31:37,800 --> 00:31:39,400
and then you got to build 
something on top of current 

598
00:31:39,400 --> 00:31:43,120
social apps, I think is better. 
And so I think that what they're

599
00:31:43,120 --> 00:31:46,160
doing is great and clearly they 
have they clearly have the right

600
00:31:46,160 --> 00:31:49,600
people in the corner because, 
you know, price action shows 

601
00:31:50,520 --> 00:31:52,200
what's happening. 
So good stuff there. 

602
00:31:53,160 --> 00:31:55,120
That was really nice plus 
managed to get you a punk. 

603
00:31:55,120 --> 00:31:59,120
So we love that. 
That was great. 

604
00:31:59,240 --> 00:32:01,280
That punk was great. 
I I have to say crypto pucks 

605
00:32:01,280 --> 00:32:02,840
probably starting to look even 
cheaper now. 

606
00:32:03,440 --> 00:32:05,640
Oh. 
Yeah, the the floor is down a 

607
00:32:05,640 --> 00:32:08,480
little bit. 
I I raised the pole like stats 

608
00:32:08,480 --> 00:32:11,720
just put in the pole out there. 
I think you, yeah, I they're 

609
00:32:11,720 --> 00:32:13,240
they're they're neck and neck 
with a Bitcoin. 

610
00:32:14,160 --> 00:32:16,480
Yeah, Bitcoin is so strong, 
dude. 

611
00:32:16,640 --> 00:32:19,000
It's I don't blame people voting
Bitcoin. 

612
00:32:19,000 --> 00:32:20,880
I still vote punks for the rest 
of the cycle. 

613
00:32:21,520 --> 00:32:24,560
But but it's definitely, it's 
definitely a tight 1. 

614
00:32:24,560 --> 00:32:27,080
So a lot of good stuff. 
And you're right, I think like 

615
00:32:27,320 --> 00:32:29,160
people shouldn't be scared to 
just keep at it. 

616
00:32:29,160 --> 00:32:31,520
I just think it's a weird time 
right now to drop any sort of 

617
00:32:31,520 --> 00:32:33,040
like tokens, right? 
Like we, we approach this 

618
00:32:33,040 --> 00:32:35,240
differently day-to-day on our 
end. 

619
00:32:35,240 --> 00:32:37,480
I think like right now you just 
want to like show a good 

620
00:32:37,480 --> 00:32:41,200
product, show revenue. 
I know Kedo's still they people 

621
00:32:41,200 --> 00:32:42,920
are asking to see if they can 
show them and stuff. 

622
00:32:42,920 --> 00:32:44,800
I mean, it's a little more 
complicated like showing revenue

623
00:32:44,800 --> 00:32:46,120
to the, to the timeline and 
stuff. 

624
00:32:46,120 --> 00:32:48,040
So I understand why I like, you 
know, can't just like have the 

625
00:32:48,040 --> 00:32:49,480
dashboard. 
Oh yeah, this is our revenue. 

626
00:32:50,080 --> 00:32:52,760
Doesn't really work like that. 
But I think like showing good 

627
00:32:52,760 --> 00:32:55,280
revenue, showing good volumes 
and then you can go ahead with 

628
00:32:55,280 --> 00:32:56,760
the TGI. 
Think there's nothing wrong with

629
00:32:56,760 --> 00:32:59,760
that no matter the market, 
right, If, because if you have a

630
00:32:59,760 --> 00:33:03,320
good flywheel market, I mean, 
doesn't really matter, right? 

631
00:33:03,320 --> 00:33:06,520
There's always going to be 
buyers and sellers just a little

632
00:33:06,520 --> 00:33:08,400
less in the bear market than 
there is in the bull market. 

633
00:33:08,400 --> 00:33:12,280
So we definitely want Bitcoin to
hold, which it's not doing so 

634
00:33:12,280 --> 00:33:15,760
great right now, but we'll be 
back tomorrow, I'm sure, and 

635
00:33:15,760 --> 00:33:18,320
Thursday and Thursday, and then 
we'll dump again on Friday. 

636
00:33:18,440 --> 00:33:20,960
Anyways, Tyler, what else we 
got? 

637
00:33:21,680 --> 00:33:24,120
Yeah, I tweeted out some of the 
Bear Chain stats. 

638
00:33:24,120 --> 00:33:26,040
Might be worth just looking at a
little bit more detail. 

639
00:33:26,040 --> 00:33:29,680
I know may know kind of covered 
it, but you know, they, they, I 

640
00:33:29,680 --> 00:33:32,160
think you can make a case they 
were the biggest winner of this 

641
00:33:32,160 --> 00:33:34,800
past week. 
So they're now up to 3.27 

642
00:33:34,800 --> 00:33:41,240
billion in TBL, which is in line
with what base has, though base 

643
00:33:41,240 --> 00:33:45,720
bridge TBL is a lot higher. 
They're up to 1.28 billion in 

644
00:33:45,720 --> 00:33:50,920
stables in volume on the week. 
I think arguably the most 

645
00:33:50,920 --> 00:33:54,160
impressive is they were the 
biggest in net inflows on the 

646
00:33:54,160 --> 00:33:58,720
week with 115,000,000. 
Yeah, you can take all this like

647
00:33:58,720 --> 00:34:01,560
bridge flow data with, with a 
grain of salt because I've seen 

648
00:34:01,560 --> 00:34:04,160
like Artemis and Define Llama 
report this stuff differently, 

649
00:34:04,160 --> 00:34:09,560
but that does generally seem to 
kind of match with anecdotally 

650
00:34:09,560 --> 00:34:12,120
what I'm saying. 
It seems to kind of match with 

651
00:34:12,120 --> 00:34:13,800
some of the price action we've 
seen. 

652
00:34:14,239 --> 00:34:18,000
So I I think the we talked about
this with Mando on Friday a 

653
00:34:18,000 --> 00:34:20,080
little bit. 
You weren't here is like, is 

654
00:34:20,080 --> 00:34:24,480
this a potential like small next
meta where folks get into what 

655
00:34:24,480 --> 00:34:26,480
we called like this, this D Gen.
D5? 

656
00:34:27,040 --> 00:34:31,760
So a lot of it is kind of like 
D5 summer type protocols with 

657
00:34:31,760 --> 00:34:37,040
big yields and and yield farming
strategies versus just like meme

658
00:34:37,040 --> 00:34:40,920
coin trading. 
So like that seems to be what is

659
00:34:40,920 --> 00:34:44,040
getting folks over to bear Chain
and that's what's getting folks 

660
00:34:44,560 --> 00:34:48,520
over to, to Sonic right now. 
I mean, it kind of makes sense 

661
00:34:48,520 --> 00:34:49,800
with where the market's at, 
right? 

662
00:34:49,800 --> 00:34:54,400
Like if if we're going to be in 
a meme coin depression for the 

663
00:34:54,400 --> 00:34:59,680
next at least few weeks, I don't
want to try to put like a real 

664
00:34:59,680 --> 00:35:02,920
time, but I don't think we're 
going to a big meme coin bull 

665
00:35:02,920 --> 00:35:04,360
run. 
No, we could. 

666
00:35:04,360 --> 00:35:06,400
Not I mean do you want to buy 
any memes personally, I know I 

667
00:35:06,400 --> 00:35:08,080
don't think you do right. 
We talked about this, you and I 

668
00:35:08,080 --> 00:35:10,240
in the chat like there's no, I 
haven't traded. 

669
00:35:10,240 --> 00:35:14,760
When was the last time I traded?
I don't remember it's. 

670
00:35:15,000 --> 00:35:16,200
Probably been a while for you I 
mean. 

671
00:35:17,160 --> 00:35:21,000
I haven't traded in weeks dude. 
Yeah, I'm not actively trading 

672
00:35:21,000 --> 00:35:23,320
memes. 
I I traded a little bit of jail 

673
00:35:23,320 --> 00:35:26,640
stool early on. 
That was one thing. 

674
00:35:27,040 --> 00:35:30,000
Dave Ford, I did. 
What a loser. 

675
00:35:31,160 --> 00:35:34,840
Starting meme coins anymore? 
Dave yeah, I mean, they didn't 

676
00:35:34,840 --> 00:35:37,960
pump and dump anymore after the 
fucking SCCS. 

677
00:35:37,960 --> 00:35:41,280
Like you can't just fucking come
and commit crime anymore, right?

678
00:35:41,440 --> 00:35:46,800
What happened to crime season? 
Oh, man, I'm so bullish from, 

679
00:35:46,920 --> 00:35:48,840
you know, there's a good, 
there's a little bit of good in 

680
00:35:48,840 --> 00:35:51,480
everything that happened. 
It's like it's natural selection

681
00:35:51,480 --> 00:35:53,960
of also all the criminals and 
everything. 

682
00:35:54,560 --> 00:35:56,400
Yeah. 
And like I've seen like there, 

683
00:35:56,400 --> 00:35:59,720
there's like this new common 
rhetoric on the timeline to like

684
00:35:59,760 --> 00:36:02,880
dump on everyone who says the, 
the the bull run hasn't even 

685
00:36:02,880 --> 00:36:04,640
started and like, what are you 
talking? 

686
00:36:06,360 --> 00:36:11,680
But I think there's still like 
the the general outlook that we 

687
00:36:11,680 --> 00:36:13,880
now have pro crypto 
administration. 

688
00:36:13,880 --> 00:36:16,920
We we now have like a safe place
for builders to come and build. 

689
00:36:16,920 --> 00:36:19,400
I still do think that we're we 
haven't really scratched the 

690
00:36:19,400 --> 00:36:21,400
surface of that. 
Like I'm not going to, I'm not. 

691
00:36:21,400 --> 00:36:23,400
That doesn't mean that bitcoin's
not going to go down, doesn't 

692
00:36:23,400 --> 00:36:25,280
mean that slaw isn't going to go
down further. 

693
00:36:26,680 --> 00:36:29,880
But from from that standpoint, I
do think there's still a lot of 

694
00:36:29,880 --> 00:36:34,600
reasons to be optimistic despite
rocking near term price action 

695
00:36:34,640 --> 00:36:40,400
A. 100% I mean, I think I think 
there was this whole thing of 

696
00:36:40,400 --> 00:36:42,400
like, you know, Trump is coming 
in and breaking everything 

697
00:36:43,040 --> 00:36:44,440
before trying to build 
everything. 

698
00:36:44,480 --> 00:36:48,200
So if you're still in that camp,
then there it requires like a a 

699
00:36:48,440 --> 00:36:51,880
shift down before any move up or
like months of chop. 

700
00:36:51,920 --> 00:36:54,480
And we kind of talked about this
like one of our like main core 

701
00:36:54,480 --> 00:36:58,280
thesis on the show was this like
multi month chop. 

702
00:36:58,800 --> 00:37:04,680
I think we call this a 2-3 
months ago and it's like playing

703
00:37:04,720 --> 00:37:06,960
in real time with like a big 
altcoin bleed. 

704
00:37:07,440 --> 00:37:09,560
And you can't have an altcoin 
season with all these memes 

705
00:37:09,560 --> 00:37:11,840
being created and running every 
day, which was what Mando was 

706
00:37:11,840 --> 00:37:14,120
talking about. 
And now that there's not this, 

707
00:37:14,120 --> 00:37:17,400
this this meme coin media going 
on right now, maybe the some 

708
00:37:17,400 --> 00:37:19,280
alts that will run. 
And I think Kaido's a great 

709
00:37:19,560 --> 00:37:21,440
example here. 
Now let's see if it's sustained.

710
00:37:21,560 --> 00:37:23,560
Let's hope it's sustained it. 
It would be the best thing ever 

711
00:37:23,560 --> 00:37:26,000
if like Kaito and like the 
recent TGS are like there. 

712
00:37:26,480 --> 00:37:29,000
You have Monad and Mega ETH on 
the way, right? 

713
00:37:29,800 --> 00:37:31,680
Oh, I meant to that. 
That's the last trade I made. 

714
00:37:31,680 --> 00:37:34,160
I meant to my, my, my fluffy or 
fluff, whatever it is. 

715
00:37:34,480 --> 00:37:36,440
But you have Mega Ethan, Mona on
the way. 

716
00:37:36,880 --> 00:37:38,240
You have Sonic. 
That's doing well. 

717
00:37:38,240 --> 00:37:39,640
It seems right so far. 
I am. 

718
00:37:39,640 --> 00:37:41,320
I'm not playing it at all 
because I wasn't around. 

719
00:37:41,320 --> 00:37:43,880
So I'm trying not to get into 
something without doing 

720
00:37:43,880 --> 00:37:45,240
research. 
But that's doing well, Right. 

721
00:37:45,240 --> 00:37:48,440
I saw Andy's playing that. 
So it's not like all hope is 

722
00:37:48,440 --> 00:37:49,680
lost. 
It's not like there's nothing 

723
00:37:49,680 --> 00:37:51,800
going on. 
Yeah. 

724
00:37:52,360 --> 00:37:55,560
Something that makes to show up 
every day, but you don't. 

725
00:37:55,920 --> 00:37:57,720
Always. 
But you don't need to show up 

726
00:37:57,720 --> 00:38:00,360
every day and look for the pump 
run. 

727
00:38:00,360 --> 00:38:02,480
There's no more daily runners. 
I love that meme. 

728
00:38:03,240 --> 00:38:06,000
The daily runner. 
I mean, there was one yesterday 

729
00:38:06,000 --> 00:38:10,760
night, the crack token. 
Happen but like this is not the 

730
00:38:10,760 --> 00:38:13,080
time from my point of view that 
you need to be sitting at the 

731
00:38:13,080 --> 00:38:15,760
desk 12 hours. 
No, it's a meme scope. 

732
00:38:15,880 --> 00:38:18,880
Taking the weekends off like you
know how during the peek at the 

733
00:38:18,880 --> 00:38:21,120
bull, I was like, yo, you want 
to be on this weekend? 

734
00:38:21,480 --> 00:38:24,160
I've been taking the last few 
weekends off and I know Mando 

735
00:38:24,160 --> 00:38:25,760
has been too because he wrote 
about it yesterday. 

736
00:38:25,760 --> 00:38:27,920
He was like, I've been taking 
every weekend off and dude, it 

737
00:38:27,920 --> 00:38:30,480
feels so good. 
Like just like fully like I 

738
00:38:30,800 --> 00:38:34,120
after the whole like saga of 
like these rugs, I personally 

739
00:38:34,120 --> 00:38:35,840
was like fuck this shit, like 
I'm good. 

740
00:38:37,000 --> 00:38:39,880
And so I took a few. 
I took all the weekends off on 

741
00:38:39,880 --> 00:38:42,200
top of having to travel. 
So it felt good to be away from 

742
00:38:42,200 --> 00:38:43,720
the timeline because the 
timeline is grim, dude. 

743
00:38:44,720 --> 00:38:48,000
The timeline is pretty grim. 
It is and there was this 

744
00:38:48,000 --> 00:38:49,200
refrain. 
Everyone was talking about how 

745
00:38:49,200 --> 00:38:52,240
how tired they are, like the 
I'm, I'm I'm tired boss meme was

746
00:38:52,240 --> 00:38:55,560
like the the most popular meme. 
If you're tired, then now is the

747
00:38:55,560 --> 00:38:58,720
time to recharge. 
Like this is not the time to to 

748
00:38:58,720 --> 00:39:00,840
to be, you know, full court 
price. 

749
00:39:00,840 --> 00:39:03,920
But you can still stay close to 
what a lot of these protocols 

750
00:39:03,920 --> 00:39:06,000
are doing and a lot of them are 
are lower effort where, you 

751
00:39:06,000 --> 00:39:08,880
know, 30 minutes a day, 60 
minutes a day can can be enough.

752
00:39:08,880 --> 00:39:11,720
So I'd still say you want you 
want to stay plugged in two 

753
00:39:11,720 --> 00:39:14,000
degree. 
I think I'm just looking at some

754
00:39:14,000 --> 00:39:16,480
of these charts real quick. 
Like the whole Trump pomp is 

755
00:39:16,480 --> 00:39:20,760
gone in basically every sector 
except Bitcoin, which I think 

756
00:39:20,760 --> 00:39:24,680
that's why it is painful and 
just now kind of coming to 

757
00:39:24,680 --> 00:39:28,760
realize that. 
So Seoul was 157 before Trump 

758
00:39:28,760 --> 00:39:30,960
got elected. 
It's at 152 now. 

759
00:39:30,960 --> 00:39:34,400
So it's trading lower. 
ETH isn't quite lower, but 

760
00:39:34,480 --> 00:39:36,840
basically there. 
And then like the meme coin 

761
00:39:36,840 --> 00:39:39,920
sector is certainly lower. 
Yeah. 

762
00:39:40,360 --> 00:39:45,840
That is a big part of the the 
pain, but you know, maybe we'll 

763
00:39:45,840 --> 00:39:48,440
go back to the other sections of
the market. 

764
00:39:48,440 --> 00:39:50,440
So we were just talking to 
myriad #2. 

765
00:39:50,960 --> 00:39:53,080
Dude. 
Well, what list was that? 

766
00:39:53,080 --> 00:39:55,240
The DAP radar. 
DAP Radar, dude, let me pull it 

767
00:39:55,240 --> 00:39:57,560
up. 
That's actually I I had no clue.

768
00:39:57,560 --> 00:39:59,080
I was sent this this morning by 
Elan. 

769
00:39:59,080 --> 00:40:02,400
Let me pull it up. 
It's in the gambling session or 

770
00:40:02,400 --> 00:40:03,520
whatever. 
We'll take it. 

771
00:40:05,120 --> 00:40:06,840
So let me open this on my 
computer. 

772
00:40:06,840 --> 00:40:07,720
Hold on. 
What is it? 

773
00:40:07,800 --> 00:40:09,080
No, I'm not a bot. 
OK, here we go. 

774
00:40:09,280 --> 00:40:12,040
So if you go to DAP Radar. 
And a gambling session. 

775
00:40:12,040 --> 00:40:15,680
I'll make a post about it later,
but but #2 is myriad. 

776
00:40:16,080 --> 00:40:20,920
That's actually insane. 
Dude, we're crushing. 17,000 

777
00:40:20,920 --> 00:40:24,000
week unique active weekly users 
love that yeah. 

778
00:40:24,360 --> 00:40:27,480
Real metrics too, we're at like 
400,000 signups. 

779
00:40:27,480 --> 00:40:31,760
I would say like realistically 
like 6570% of that are like 

780
00:40:31,760 --> 00:40:34,720
actual users that are like, you 
know, not no duplicate accounts,

781
00:40:34,720 --> 00:40:37,320
stuff like that. 
We'll we'll make once we get 

782
00:40:37,320 --> 00:40:39,360
closer to time, like we'll, 
we'll like, you know, we'll, 

783
00:40:39,360 --> 00:40:41,880
we'll make a whole report for 
like this is like there's still 

784
00:40:41,880 --> 00:40:44,080
appetite for apps and there's 
still appetite for like, you 

785
00:40:44,080 --> 00:40:45,560
know, builders. 
I think it's always going to be 

786
00:40:45,600 --> 00:40:48,120
the thing with crypto is even 
though there's a lot of always 

787
00:40:48,120 --> 00:40:50,320
mean coin media and bullshit, 
like it's always the builders 

788
00:40:50,320 --> 00:40:52,600
market and builders always win 
in crypto. 

789
00:40:52,800 --> 00:40:55,600
Always. 
They always have the last laugh.

790
00:40:56,520 --> 00:40:58,920
I I think there's an immense 
appetite for apps. 

791
00:40:59,040 --> 00:41:02,040
Yeah, I think that there's less 
impetite, appetite for 

792
00:41:02,120 --> 00:41:04,200
infrastructure. 
So like I've been saying, and of

793
00:41:04,200 --> 00:41:05,880
course the timeline is very 
negative right now. 

794
00:41:05,880 --> 00:41:09,640
Like if you talk about a new L1,
people are like, oh great, like 

795
00:41:09,640 --> 00:41:13,560
another cash grab L1 that we 
don't need like that default 

796
00:41:13,560 --> 00:41:15,520
reaction. 
But people want apps like that. 

797
00:41:15,520 --> 00:41:18,840
That is spot on. 
They want to play games, they 

798
00:41:18,840 --> 00:41:20,120
want apps, they want to do 
stuff. 

799
00:41:20,120 --> 00:41:22,720
I mean, dude, wait until we turn
the USD markets on this. 

800
00:41:22,720 --> 00:41:25,360
I'm dying, dude. 
I wouldn't be surprised if we we

801
00:41:25,360 --> 00:41:27,840
hit like 100 million hundred 
million TV out like month one. 

802
00:41:27,840 --> 00:41:30,040
Like people want to use the 
platform. 

803
00:41:30,040 --> 00:41:31,520
Like even you told me, Hey, like
I can't wait to load up. 

804
00:41:31,520 --> 00:41:33,760
Thank you, Mary at like, not 
because you work with us, it's 

805
00:41:33,760 --> 00:41:35,560
just you didn't just want to go 
and predict stuff. 

806
00:41:35,720 --> 00:41:38,080
And so it's a good alternative 
to like this meme corn media 

807
00:41:38,080 --> 00:41:39,320
being dead. 
It's good alternative to like 

808
00:41:39,320 --> 00:41:41,080
the market not being like out 
there. 

809
00:41:41,080 --> 00:41:43,480
So you have an opinion like go 
trade that, you know, and I 

810
00:41:43,480 --> 00:41:46,000
think people, there's a better 
appetite for something like this

811
00:41:46,160 --> 00:41:48,400
than a lot of the trading. 
A lot of the the times I've been

812
00:41:48,400 --> 00:41:50,960
wanting like I go and marry, I'm
like, fuck, I wish I could put 

813
00:41:50,960 --> 00:41:53,480
money on that on that market. 
So we actually did something 

814
00:41:53,480 --> 00:41:55,520
cool. 
Tyler, I know you covered it a 

815
00:41:55,520 --> 00:41:58,160
lot, but like 2 weeks ago into 
the, a week ago, we did a 

816
00:41:58,160 --> 00:42:02,360
tournament with Sopo poker. 
There was 6.9 million Pengu that

817
00:42:02,360 --> 00:42:04,720
was, you know, bet across 
different outcomes. 

818
00:42:04,720 --> 00:42:09,120
And that's $70,000 / 2 hour 
poker game that people, you 

819
00:42:09,120 --> 00:42:11,160
know, that we didn't even market
like crazy, right? 

820
00:42:11,160 --> 00:42:12,280
Because we didn't want to break 
shit. 

821
00:42:12,280 --> 00:42:15,320
We just wanted to keep it kind 
of low key, but like $70,000 

822
00:42:15,320 --> 00:42:17,280
that would bid on like on 
different things. 

823
00:42:17,640 --> 00:42:19,160
And I took it home, of course, 
for my people. 

824
00:42:19,440 --> 00:42:21,560
But you know, it's, there's an 
appetite for this. 

825
00:42:21,560 --> 00:42:25,080
So I think it's like if you're a
trader, maybe kind of this 

826
00:42:25,080 --> 00:42:27,680
market sucks, but like if you're
a builder or like someone who 

827
00:42:27,680 --> 00:42:31,160
enjoys crypto that wants to play
games, teams use apps instead of

828
00:42:31,160 --> 00:42:34,040
like this isn't the bear market 
for builders. 

829
00:42:35,880 --> 00:42:38,480
Totally agree. 
So anyways, I'm going to claim 

830
00:42:38,480 --> 00:42:39,760
my points now. 
Actually, I just cooked some 

831
00:42:39,760 --> 00:42:43,080
more. 
Three markets, that was great. 

832
00:42:43,080 --> 00:42:46,680
I I played several of them. 
They were chomping at the bit 

833
00:42:46,840 --> 00:42:49,520
for for these USDC markets. 
Yeah. 

834
00:42:50,280 --> 00:42:51,760
So whenever they do, we're going
to be ready. 

835
00:42:52,160 --> 00:42:55,000
We're definitely going to be, 
we're definitely going to be 

836
00:42:55,000 --> 00:42:57,120
ready here. 
I just want to say, well, a plan

837
00:42:57,120 --> 00:42:59,160
to refund Libra investors be 
announced by the end of the 

838
00:42:59,160 --> 00:43:00,480
week. 
I obviously slammed a no on 

839
00:43:00,480 --> 00:43:02,280
that. 
Speaking of which, did you see 

840
00:43:02,280 --> 00:43:05,080
Beanie's Last Post? 
Yeah, I saw it right before the 

841
00:43:05,080 --> 00:43:06,280
show. 
I haven't had a chance to dive 

842
00:43:06,280 --> 00:43:07,800
in. 
Yeah, me neither. 

843
00:43:07,800 --> 00:43:12,040
But it seems like La Nacion is 
reporting that the US Department

844
00:43:12,040 --> 00:43:15,920
of Justice is investigating the 
creation and collapse of Libra. 

845
00:43:17,360 --> 00:43:20,280
That, that would not surprise me
if, if that is true. 

846
00:43:21,200 --> 00:43:23,360
And I think that this was 
actually not a consensus take. 

847
00:43:23,360 --> 00:43:25,960
I think there's a lot of folks 
on the timeline who thought this

848
00:43:25,960 --> 00:43:27,400
was not going to be 
investigated. 

849
00:43:28,320 --> 00:43:29,760
And I, I, I did not agree with 
that. 

850
00:43:29,760 --> 00:43:33,360
I, I felt like this was big 
enough that they are going to 

851
00:43:33,360 --> 00:43:37,760
step in and look and I don't, I 
don't know whose purview this 

852
00:43:37,760 --> 00:43:39,280
is. 
I don't know if it's the new SEC

853
00:43:39,280 --> 00:43:44,240
cybercrime unit that crypto 
falls within the Department of 

854
00:43:44,240 --> 00:43:47,040
Justice here. 
The scale was just too large, 

855
00:43:48,160 --> 00:43:52,600
Like when when you were, you 
know, global politics. 

856
00:43:53,200 --> 00:43:57,680
There's nothing news here. 
Yeah, there's Reuters in three 

857
00:43:57,680 --> 00:44:04,160
years ago, but I don't know. 
Yeah, this is actually why. 

858
00:44:05,240 --> 00:44:07,840
Just to for our listeners, we 
got to be, we got to take 

859
00:44:07,840 --> 00:44:09,920
Beanie. 
I hope they keep going at it. 

860
00:44:10,680 --> 00:44:16,280
Yeah, I broke down one second. 
Sorry. 

861
00:44:16,280 --> 00:44:17,160
Can you hear me? 
Check. 

862
00:44:17,160 --> 00:44:18,400
Check. 
Yeah, now I can. 

863
00:44:18,600 --> 00:44:20,120
Hello. 
Yep, I can hear you. 

864
00:44:20,240 --> 00:44:21,480
Can you hear me? 
OK, sorry. 

865
00:44:21,560 --> 00:44:22,800
I like my computer completely 
froze. 

866
00:44:22,800 --> 00:44:23,320
OK, sorry. 
Yeah. 

867
00:44:23,400 --> 00:44:27,160
What were you saying? 
Just we got to take Beanie Post 

868
00:44:27,160 --> 00:44:28,360
with a little bit of a grain of 
salt. 

869
00:44:28,520 --> 00:44:32,320
He's not, he's not always like 
the most fully accurate reporter

870
00:44:32,320 --> 00:44:34,880
of news. 
So we'll see. 

871
00:44:34,880 --> 00:44:36,880
Like we'll wait for some more 
sources to confirm this. 

872
00:44:36,880 --> 00:44:38,840
But again, yeah, that wouldn't 
surprise me. 

873
00:44:40,280 --> 00:44:41,760
It helped. 
Yeah, definitely. 

874
00:44:41,760 --> 00:44:48,000
From this. 
OK, I think I am bugging Jesus 

875
00:44:48,000 --> 00:44:50,480
Christ. 
Hold on, why is this doing this 

876
00:44:50,480 --> 00:44:53,680
to me again? 
Fuck, I can't catch a break. 

877
00:44:54,560 --> 00:44:57,200
Do we have a are you, are you 
hearing me in lifetime or in 

878
00:44:57,200 --> 00:44:59,840
like 10 seconds of like you're? 
Like a war back. 

879
00:45:00,280 --> 00:45:03,160
Yeah, yeah. 
OK, I'm going to be fresh, but 

880
00:45:03,160 --> 00:45:05,360
what else do we have going on? 
Tyler, I'm going to be fresh. 

881
00:45:05,360 --> 00:45:07,240
Don't you bring the next topic 
there's. 

882
00:45:08,760 --> 00:45:12,640
Not a whole lot else. 
There's a big saga with Kanye 

883
00:45:12,640 --> 00:45:14,160
West this weekend. 
We don't need to spend a whole 

884
00:45:14,160 --> 00:45:18,440
lot of time with it. 
It does seem like Kanye has, if 

885
00:45:18,440 --> 00:45:20,880
he didn't sell his ex account, 
he has at least turned over 

886
00:45:20,880 --> 00:45:23,920
control of his ex account to 
someone else. 

887
00:45:23,920 --> 00:45:27,760
The reports were Bark Media. 
I am like, we don't know that 

888
00:45:27,880 --> 00:45:29,520
for sure. 
People were kind of dancing 

889
00:45:29,520 --> 00:45:34,880
around that this morning. 
It was like over the weekend he 

890
00:45:34,880 --> 00:45:38,760
was following folks, he was 
following CZ Binance and then he

891
00:45:38,760 --> 00:45:40,960
started following Bark and now 
he doesn't follow anyone. 

892
00:45:40,960 --> 00:45:45,240
They were complain so there's 
there's now only three posts on 

893
00:45:45,240 --> 00:45:47,200
the whole timeline so. 
It's only good. 

894
00:45:47,480 --> 00:45:51,080
On maybe it was just an 
attention stunt, I don't know. 

895
00:45:51,080 --> 00:45:53,520
Like clearly they got a lot of 
attention over the weekend. 

896
00:45:53,520 --> 00:45:58,040
The odds have been launching a 
coin by Friday, now down to 38%.

897
00:45:58,600 --> 00:46:02,800
Really. 
Down from 70%, which again that 

898
00:46:02,800 --> 00:46:05,200
that's just by this Friday. 
So that's the, I'm sure the 

899
00:46:05,200 --> 00:46:07,800
market would be a little higher 
on any timeline. 

900
00:46:08,720 --> 00:46:11,120
I think the good news here for 
those who are worried that this 

901
00:46:11,120 --> 00:46:14,040
might just like nuke the markets
even more is like, I don't, I 

902
00:46:14,040 --> 00:46:19,040
think the appetite for this is, 
is going down by the by the day 

903
00:46:20,000 --> 00:46:23,920
quite quite a bit. 
It's crazy how viral this went, 

904
00:46:24,000 --> 00:46:24,920
huh? 
This weekend. 

905
00:46:25,800 --> 00:46:27,120
There was like nothing else 
going on. 

906
00:46:27,120 --> 00:46:30,800
It's like this was the main 
story sadly like. 

907
00:46:31,400 --> 00:46:35,960
I yeah, I mean, this Poly market
line you shared was interesting.

908
00:46:37,080 --> 00:46:39,400
What do you think happens? 
I think they're still going to 

909
00:46:39,400 --> 00:46:42,760
launch a token. 
Honestly, Loki, like I I don't 

910
00:46:42,760 --> 00:46:45,520
know, dude, like. 
What's tricky about this 

911
00:46:45,520 --> 00:46:48,720
Polymarket line specifically is 
that it has to be confirmed to 

912
00:46:48,720 --> 00:46:51,000
have been launched by Kanye 
himself. 

913
00:46:51,680 --> 00:46:54,680
And now I think there's there 
was enough questions about who 

914
00:46:54,680 --> 00:46:58,240
was control of his Twitter that 
if it's just launched from his 

915
00:46:58,240 --> 00:47:01,160
Twitter, I don't know if that's 
going to resolve to yes. 

916
00:47:01,400 --> 00:47:05,760
Wait, the market's gone? 
Oh, no, it's there. 

917
00:47:05,760 --> 00:47:06,600
I'm sorry. 
It's there. 

918
00:47:06,600 --> 00:47:09,640
Sorry I couldn't reload it. 
So I think that's partially 

919
00:47:09,640 --> 00:47:13,120
driving some of the sell off 
too, is that even if a coin does

920
00:47:13,120 --> 00:47:15,760
come now, like it could be 
unclear that it's from him. 

921
00:47:18,560 --> 00:47:21,720
Folks that think that maybe he 
sold his Twitter for $20 million

922
00:47:22,240 --> 00:47:24,160
and then the people who have the
control to Twitter are going to 

923
00:47:24,160 --> 00:47:26,240
launch the coin. 
But Kanye might not even get a 

924
00:47:26,240 --> 00:47:29,120
cut of that. 
So in that scenario, is it 

925
00:47:29,120 --> 00:47:32,560
really a Kanye coin? 
Yeah, I have a hard time 

926
00:47:32,560 --> 00:47:34,480
believing that he wouldn't get a
cut at anything that launched on

927
00:47:34,480 --> 00:47:35,800
his brand. 
But you're right. 

928
00:47:36,640 --> 00:47:39,840
I mean, The thing is, I mean my 
shit, my pasta went viral. 

929
00:47:39,840 --> 00:47:43,640
I love that that was a good one,
But I they ain't getting any 

930
00:47:43,640 --> 00:47:46,400
yaps for that. 
I I got to check my Kaido 

931
00:47:46,600 --> 00:47:48,480
because that there was a lot of 
reply. 

932
00:47:48,480 --> 00:47:53,320
I hope I'm not like banned from 
yapping now, but but I I don't 

933
00:47:54,480 --> 00:47:58,480
know man, this whole thing is so
I got yeah, I'm getting nerved. 

934
00:47:58,840 --> 00:48:02,120
I'm getting 0 earn 0 yaps now. 
It's it's tough out there, man. 

935
00:48:02,840 --> 00:48:04,600
I'll say I don't, I don't think 
they're nervous anyone. 

936
00:48:05,840 --> 00:48:07,560
Yeah, it's just been a very 
tough. 

937
00:48:07,600 --> 00:48:11,840
I'm banned from yapping. 
Ben Zhao got like he he got 5000

938
00:48:11,840 --> 00:48:14,080
yaps in 2 days. 
That's wild. 

939
00:48:15,560 --> 00:48:17,880
That's actually wait, what? 
56 yaps? 

940
00:48:17,880 --> 00:48:19,600
Oh, that's crazy. 
I went viral a few times. 

941
00:48:20,360 --> 00:48:21,560
I think they didn't like my 
post. 

942
00:48:21,560 --> 00:48:23,200
I'm not the Apple line anymore. 
I guess. 

943
00:48:23,840 --> 00:48:25,520
That sucks. 
Damn it. 

944
00:48:25,960 --> 00:48:29,560
Thanks, Jesse. 
God damn it. 

945
00:48:31,120 --> 00:48:33,880
Anyways, besides that, I think 
it's a good rap. 

946
00:48:33,880 --> 00:48:36,080
I mean, besides the news that 
you know by bit got the funds 

947
00:48:36,080 --> 00:48:39,440
back on the Ethereum side, I 
think. 

948
00:48:40,200 --> 00:48:41,920
I think that's about it, right? 
That's it. 

949
00:48:42,040 --> 00:48:45,520
It was a pretty quiet weekend. 
Yeah, thankfully. 

950
00:48:45,520 --> 00:48:49,920
So hopefully the market stands. 
You know Bitcoin's about to 

951
00:48:49,920 --> 00:48:55,320
breaks up 94 here, so Onsfield's
very sold ETH is at 2650. 

952
00:48:55,320 --> 00:48:59,760
So we'll see where another day 
in this beautiful market takes 

953
00:48:59,760 --> 00:49:02,360
us all right well, I think we're
running around the horn. 

954
00:49:02,680 --> 00:49:06,640
That was a great first day back.
Yay bull market another day that

955
00:49:06,800 --> 00:49:08,960
is police Carmel always post 
something there's another day in

956
00:49:08,960 --> 00:49:11,160
the golden bull runs like 
everybody's just like fucking 

957
00:49:12,000 --> 00:49:14,840
you know super depressed and 
showing the timeline anyways, we

958
00:49:14,840 --> 00:49:17,760
still building keep your head up
everyone, keep your head up all 

959
00:49:17,800 --> 00:49:19,840
right, because if you if you 
show up every day then you're 

960
00:49:19,840 --> 00:49:22,000
just going to win over time all 
right and you were never meant 

961
00:49:22,000 --> 00:49:24,240
to win over a day. 
So if that's not how the game 

962
00:49:24,240 --> 00:49:26,200
works and with that, with that, 
with that, we'll see all 

963
00:49:26,200 --> 00:49:29,080
tomorrow morning, 10 Eastern 
Time, Eastern Time for another 

964
00:49:29,080 --> 00:49:30,840
episode of football. 
We're on radio. 

965
00:49:31,040 --> 00:49:31,680
Let's go.