Yo-yo, what up, what up? Good morning, Good morning, GMG
September 27th, 20244440. Yeah.
Another beautiful day to have a beautiful day.
I got my Co host in the house Tyler Tyler.
Tyler, Tyler, how you doing today?
I'm good, it's GM, it's a green morning, but the coins are
looking good and it feels like we're just so back.
Dude, Oh my God, we, I mean, we are so back.
Is it? It's starting to, you know, it's
this of a field thing now. It's a cat, man.
We are back, baby. But this?
Time. Yeah, you know, this time, this
time feels much better and much more for real.
But we shall see what we what what happens between now and the
end of the month, You know, G mood day.
That's funny. What up?
What up?
What up BLA. We got this the YouTube comments
going green morning, GM Jim fellas, poriya, What up?
What's up, guys? All right, all right, yeah, it's
it's definitely green morning. You absolutely love to see that,
Tyler. And and it's the absolute best
thing to wake up to, especially on the Friday morning because
it's, you know, we we love the vibes.
What up, man, though, What's up? What's up?
I'm good guys. I'm going to pre warn you
because I rug at any time. My Internet has been terrible
today. I don't really know why.
I mean, you know why? Yeah, I said.
So the. You know what, you know what
anyways, alright, today's show today, today a market report.
I usually as usual, I mean you know, we are green, we are
definitely green. So always fun to go over that.
Love to see it. Tyler's top 1000, Tyler's top
1000, you know the vibes. So let's see what Tyler's going
to store for us today. And then I mean it is Friday.
So two people, 2 lucky people are going to be able to win
robot spins to come and potentially win a crypto pump.
That's the vibes and I I'm feeling it last time on Tuesday,
right? I know it wasn't Tuesday.
Whatever we did last, that person came this close, this
close to winning crypto park. It was so close.
So so you know, hopefully today is the day.
And last but not least, this show is powered by galaxies with
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anyways. Anyways, it is Mando, mando,
Mando Mando. Talk to you about this market,
baby. Can you take it?
Can you dig it? Oh, I think he is rugging.
Yeah. Oh, yeah.
Yeah. There's defeat.
Tyler. Is it me?
We. Just can't hear him.
He's like live, but we. That's so far.
He didn't warn us. He didn't, he didn't warn us.
He didn't. It may be hold on.
It may be a little one second. Everybody, ladies and gentlemen,
I have a little, little technical difficulties here at
the moment. Hold on.
Let me try and see if he, if he's, he may be out, honestly,
he may be out for the day because it's, it's, it's pretty
bad market Internet wise right now.
Portugal Internet, man, Portugal Wi-Fi, you know, shout out to,
you know, Elana's in Portugal right now with, with part of the
team we're working with. You know, we got, we got a bunch
of people there. But but look at that.
Look at the holiday rugs. Man's never looked much happier.
Every single word. That's so funny.
That's so, I mean Tyler, that's so, I mean Tyler.
I'll just miss it. Because live pardon Bitcoin just
hit 66 K. Oh shit wow that just happened
right now because I just oh wow wow 66,000 United States dollars
for one Bitcoin I mean wow 66 K man though how we feeling yeah
no Tyler how we feeling doing. Good.
I mean, I think there were some questions even when it got past
like 65, like is it really a higher high here?
Lying. Looks like a higher high to me.
Shit looks like a high ahead of me now.
Oh my God. I think Mendel's like full rug.
Let me, yeah, let me talk because he's here.
It's funny. I just think he's like probably.
I think it's so funny to look at Mendel just like he's.
Just like he's just slamming lungs on Bitcoin and.
Cafe Mendel is just looking at the market right now, like he's
probably like, damn, how do I keep doing this?
He's like, I I can't stop winning.
He's typing. Hold on.
He for sure is like, damn, I really can't stop winning right
now. Let me post the broadcast thing
while we do that so people can come and look at Mandel's face.
It's so funny. What is it?
FOMO Hour Episode 2 O 7. Jesus.
Green Morning. Green morning.
There you go. But anyways, Tyler, I mean, I'll
give it to you if, if we can't really talk to Mendel, but the
market, I mean, what are you, what are you what, what's the
latest? Yeah, I think the the latest is
crypto majors are up a couple points here.
Bitcoin passed a clear level at 65.
That was an important level and it it's looking good here this
morning ETF, it was a huge week for the Bitcoin ETFs.
I think we we put we put something like 800 million in,
in net inflows over the last five or six days Black.
Rock 1 billion up. To 24 billion.
Black Rock's up to 24. Billion.
What so I don't know if there's like a point on the horizon
where where that number is getting too big that we start
getting concerned about it, but that that's a a big part of the
story. It looks like ETH is still kind
of chopping around. It had on Monday and Tuesday
kind of went back and forth. They had a nice day on Wednesday
and then small outflows yesterday.
So, so less action on the the ETF souls leading the way in
majors is up 3%. But I think the story, I think
the biggest story for, for, for crypto is, is got to be meme
coins. All the meme coin leaders up
basically double digits on the day.
I think they added some, they added something like $8 billion
in market cap to the, to the meme, to the meme coin sector
yesterday. And I think that's important
because I think the wealth effect is real.
I think it changes user behavior when you start feeling that like
when you have significant green on the screen, like when you
check your wallet every day. Like I, I know, I, I personally
feel that just having seen this with bounce up 60%, it makes me
more open to, to go downstream and, and, and make new plays.
And I think we're starting to see that play out across the
board. I mean, doge is up 10%.
Sheba added like 3 billion in market cap yesterday.
It's now 13th. It's up.
I mean, it's up 22%. Wow, 1.3 billion.
Seriously. We've got Pepe up 17% at 4 1/2
billion. It's now top 22 token.
I mean it's going to be I mean it's like right neck and neck
with with Sui. So it'll be top 20 before we
know it with broke into the Top 40 foot arm drum back to 2.4
billion. Wow.
So it's a good day for the majors.
And then our our our new little friend MU Dang just continues to
to run. This little baby hippo can run.
Boy, can he run. You know what, I just love his
name. It's it rolls off the tongue.
It's so cute, you know, Mudang. In this new Mudang paradigm,
there are no pullbacks. Like this is unbelievable.
Every time you think you're going to say, OK, it's got a dip
here. Like it hit 230 million last
night. I woke up, it's like 180.
It's like, OK, today's going to be a pullback day.
No, it's, it's back 210. Every time people just slam the
buy button on this. Oh my God, now it's up something
like 10X on the week and it's even more on the on the two
week. I I forget the exact numbers.
It's up some absurd amount in the last two weeks.
This is just absolutely insane to watch $211 million you you
could have still bought yesterday thinking you're late
and made 80%. Like it's insane to think about
Tyler. Yeah, I woke up yesterday.
I'm like, oh, it's 120 million. Like you can't buy here. 90
Well, we're like, let's just no, no, but how?
How's your boy doing? How's Pesto doing?
Pesto's in a slight pullback. We're consolidating.
So it's at, OK, this is like 30 million.
It's at like 20 million I think today.
My, my crystal ball, we're going to probably chop this morning or
the next leg up. That's, that's my guess on, on
pesto. If you look, the, the chart is
tracking the early days of, of Mudang pretty closely.
So Mudang hit 30 million, it pulled back before it, it
leveled up. So we're hoping the same thing
for our our beta pesto. You're killing me, bro.
You're absolutely killing me. I mean, you absolutely love to
see that. This market is just so nuts.
I mean, everything's just going crazy on on this market.
We hit 66 K. Let's try Mando again.
Hold on, Mando, you with us? Oh, I hear him.
Yeah, can you hear me now? We are so back.
We are. I mean, I don't know if you're
on your microphone, but it's OK. We see you.
We hear you. Well, like now, it's way better.
I'm on this mic, my little rogue mini.
So Mendo, I mean, I'm not going to read out loud what you texted
us, but you are definitely having a good day.
And now I see why you were smiling.
That's why I was laughing. Tyler's talking.
This is so good, you know, you know, Tyler, go.
You can go check the FOMO our chat.
But Mendo, talk to me how you feel this morning about this
market right now. Feeling great, feeling really
good. One of the few times I've I've
I've like nailed the timing of when to go fully all in.
And yeah, I got lucky on the JLP thing.
And then now and now I just think we're going to keep on
going guys. Like I really, really do.
I'm not just saying this like I think we got some clear, we got
some clear air all the way up to 70 Ki.
Think we hover around 70 K until the end of the election.
If I'm honest. I don't think we're going to
smash through that before the election, but I do think we're
going to 70 K, then we'll probably dance around there for
a little bit. And then then I think we're
going to 90 to 100 by the end of the year, which I have been
saying for a long time. This this happened 2 weeks
before I thought it would. But yeah, I think I think this
is a really good spot for the market.
I still think it's it's largely a Bitcoin trade, but but I do
think that that I'm starting to see some some movement again
back towards memes, which I I just really that's the one thing
that surprised me. And I guess going going on Pepe
was was was a was a good trade like this meme coin majors have
moved and I think Anson did say it kind of the best.
Like they've all put in like a pretty decent bottom there for
for a few for a few months on major memes.
And if you if everything's just a Bitcoin trade, all the
miniature memes are just a Pepe with bunk Sheba even sort of
trade, right. If those go up like Sheba, Sheba
went up 3 1/2 billion dollars. Like that's more than all of
with and bunk combined in a. Crazy way to put it.
In a day, like if something like that goes up in in that sort of
that's a lot of room for a lot of other risk taking to happen
down the stack, Let's put it that way.
So I think we're in a really good spot for that.
Doge Doge is moving, but it's not moving as crazy as the other
ones. But this moonshot app as well,
it feels like feels like it's onboarding a lot of people,
right? Like they had their biggest day
the other day. It does feel like meme coins are
gambling. Is is just such a strong, a
strong narrative this cycle. Like it's maybe I roast roasted
off a little bit too early. I just thought it would take a
little bit of time. Like we're still down a huge
amount from where we were, but it's whenever I think, oh, the
market's about to turn and people are going to look at like
other sectors in crypto and utility might come back.
Meme coins just never die, man. They just never die.
People, just people, people want to yellow into them first, even
if they've they've been down like 8090% and like they've lost
money all year on meme coins. That's the first thing they want
to buy, which just tells you a lot.
Like we're we're just here for gambling.
Yeah, definitely. I mean, Tyler, I'm assuming that
you'd had moon shot part of your part of your topics today, I'm
sure. But hold on.
Look at this dose chart though, like is can we finally say dose
to dollar or is it it it doesn't jinx it every time.
Do you think dose remains the winner?
Like do you think in a mean, like let's say a mean point
super cycle plays out where we see like Pepe sore whip sores,
all the majors level up? Do you think the stack ranking
order continues the same or do you think we see any major
flips? I think that I thought for a
while that Pepe would eventually ship Flip Sheba, but Sheba's
strength, I don't know. I don't think Doge is ever going
to get flipped. That's something.
That I I prefer look and I prefer Pepe mug and everything
over doge and Shiba. Now that's where my bags are.
But I I actually I kind of agree with you.
I feel like we they're just all going to go.
There's just going to be two more three more memes, part of
the top 20 now instead of two, right, Like instead of just
Doshi, it's going to be like Doshi Pepe with and hopefully
moles it like or top, you know what I mean?
It's like, but I think they're just keep going to keep, I don't
know, going higher altogether. What do you think, Tyler?
My definition of the meme coin super cycle was 5 memes in the
top 10 to 12 by market cap in in overall crypto.
We we have basic or we're knocking on the door to have
three right now with with Pepe at 22 now, like if, if wif
double S from here now we're talking about we'll have four in
the top 20. I don't know.
It seems five in the top 20 seems very doable.
I think 5 in the top 12 is is alive like for a 2025, a late
2025 prediction. I think that's very real.
As for like the actual like stack rankings and it it it does
feel like everyone looks to doge.
I'm fine if they if they move up in in order, right.
And it is wild to see like, yeah, like Shiba added the
market cap of plus Popcat yesterday in a single day and
like we don't know anyone who buys it.
So I think that that's part of my question is where is all the
liquidity coming from? And we know China has this huge
liquidity boom right now. Like is it, is it Asia money
like that that's driving this right now?
Early, right? There's a very famous investor,
David Tapper, who went on who's the founder of Appaloosa, which
is like one of the best known trading firms on Wall Street,
who went on CNBC yesterday and said buy everything in China,
everything possible. And the last time he said that
he made a very made a very similar sort of speech when the
Fed started QE back in 2010. When, when a government.
One thing to, to know about when this sort of stuff starts
happening is it's very, very difficult to turn it off.
So when China says, hey, we're going to give 140 billion to the
banks, we're going to allow you to borrow to, to buy stocks.
We're going to, we're going to pump money into the housing
market. And it's also fighting against
the tide, right? Chinese population dynamics mean
that, you know, look at look at what happened to Japanese house
prices with their population dynamics, right?
Like they did not do well and similarly like they're going to
have to keep on printing. So I think we're in a market
where people are now expecting maybe multiple decades of China
printing a lot of money and trying to support the support
the economy that way, which is probably the best thing for them
to do because they can't, they can't really do more debt.
Like they can't really do that much more fiscal debt.
So they'll have to like just print.
And that's a bit of a game changer.
So when he goes on CNBC and he says buy everything in in China,
you know, I don't know what the, the, the, the NASDAQ returns
were from 2010 two thousand and 2024, but I think they've been
absolutely wild. I I would be unsurprised if you
were about to see, yeah, just global liquidity just just
skyrocket. And I mean, I think the other
important part there is like, I feel like the US will, will try
to go like tit for tat, right? Like I, I feel like they're,
they're going to do the same thing.
Well, this market right now is ridiculous.
I don't know if you guys are looking at the charts, but
Solana, yeah, Solana just hit 100 and. 60 Oh my God moodang
this at 2:50 dude. Yeah, but dude, this is this is
fucking I don't Oh my. I mean, I'm looking at like 10
charts right now. Like this is insane.
I can't even like focus look at this.
It's soaring to all time. Knowledge I can't even like
think straight right now This is like we.
Said yesterday like our target was 250 million and it just hit
it in a day it doubled. This is just so insane.
Like everything's just breaking. Like it's just like.
The soul's at 160, all right. Like this is just, this is just
insane. Like we're, we're absolutely
flying right now. It's a good setup for this
weekend. This weekend it's going to be
ridiculous bro. Like that's the ETFs are
probably like just like ravaging the OTC desk.
Right now there's four Bitcoin left in OTC, 44 Bitcoin on the
OTC desk. Hopefully ETH will at least put
a 1% candle. You know, I don't know, like God
damn it. The thing is, ETH has so much
catching up to that. It could go to like what, 3200
again or something like this. But like the second we long it,
it's just not going to go right. The only reason to buy ether is
to have gas money to buy Pepe and.
That's it, that's it, that's it Papa.
Like why would you log that shit Because you can get fucking
wiped on leverage when you can just buy me.
Man this is so crazy. Go to the MOG, Go to the MOG
chart. While we're talking about this,
we're going to see. That.
Looks pretty good. It's over six.
Wow, it's at 6:30 now. I mean it was just the 300 like
a few days ago. You know what, though, what's
amazing I was telling Ovie Amanda about this this morning
about MOG for me right now is that I think it was in the same
situation. It's printing ETH.
So like at some point when I want to de risk because like MOG
has been outperforming ETH so fucking much that like I just
like the dollar amount hasn't been going out up as much, But
like the ETH amount is just printing like the mug backs.
At some point when you want to de risk, you could de risk
towards ETH later the cycle, let ETH print more highs and then
sell ETH in $2.00 like down the line if we get there.
But it's just that what I'm saying is that it's it's
actually crate. It's actually the good thing
about Pepe and mug right now. They're printing ETH like you
know, how we used to buy NFT. So like make more ETH, like Pepe
and mug right now just printing ETH for people on, on, on.
And like at some point you think that ETH at some point is going
to buy to all time high, right, Which is like 4600 and like shit
could be fucking crazy at this point.
In my opinion, that's what I'm looking at in terms of ETH and
NFTS are not looking bad. Like I was doing the real big
box earlier. Like dude, red guys haven't
really come down from that point forehead and it's good.
Like you have all the main majors that have big news come
in. Like a lot of catalyst catalysts
on on NFTS come in. Like, I don't know, there's
something there for sure. I don't know what you guys think
about that, but it's just like, I don't know, I'm looking at it
that way. And I'm like, like, I think
things are going to get really crazy for 12 months.
Like I, Jenny, think that. I I, I hope so like I, I think
the difficulty is Farouk is is that we know how euphoric we can
get on these sort of days and we say and we say mean mean coins
super cycle everything goes I've.
Been used S word. I say it the most I have it.
Goes crazy, but this has been a what, 6 months?
Six months shot Six months? Yeah, I do now.
Yes. I, I think that if Bitcoin goes
to an all time high again, yeah, things people just start going
crazy. It would be kind of weird
though, because it would almost feel like 2 cycles to me.
I don't know if you guys would agree, but it would almost feel
like we've had we've gone through 2 cycles in the space of
a year this time because everything else went down like
think of a top 100 up until a month ago, everything was down
an insane amount. So we had this like mini cycle
in January, February, then then we basically had a bear market
where everyone got absolutely destroyed, continuing to chase
stuff or going off altcoins too early.
And now it's almost like, do you remember the great bear market
of like 2024 into the great bull market of 2024?
Like it's, I think we're, it's, it's just weird for me to
imagine we've had basically 2 cycles in a year.
I mean, look at this 28th of February, we hit 63 K and we are
the 27th of September and we are essentially we we just broke
through that price action again. It's wild like this
consolidation is massive. Mendo this is I wasn't it Kobe
that was saying that it compares it to 2019 and that 2020 and and
what was it like the pole runs rate 20252526 point. 6 even
Yeah, the cycle hadn't. His view was the cycle hadn't
even started yet. So they were comparing this
period to, I believe this one here, right.
I believe they were comparing it to this period down here.
Yeah, like this one. It's about 212 bars, though it's
not as many, but like they were, they were they were talking
about it being like this period here or something like that
here. Well, if that's the case, things
are going to get even even crazier than we could.
You could top out like next summer or after then double top
boom like in the in the in in the year from now and then and
then we go back to 0. What do we think next cycles
bottom is going to be like after we top this cycle?
Do we think we next cycles bottom is going to be last
cycles Ath 69 K like this area? I was going to say like, yeah,
like 60. I feel like it's it's going to
be in a post ETF world in a post.
Yeah, yeah. After this it's hard.
For me to project. Yeah, it's pretty wild.
Anyways, just quickly rafflebot dot XYZ if you want to win one
of two robot spins today, Rafflebot dot XYZ the code is
bull market, BULLMARKET bull market.
You know, you have to retool the tourist spaces.
Follow us. All that good stuff.
Check out FOMO hour. Make sure you follow FOMO hour,
by the way. Shoot, did we hit 10K yet?
Hold on, are you kidding me? I think the box got pissed off
and left. Yeah, the bots got pissed.
Oh well, too bad, suckers. Anyways, Tyler, what else did
we, what did you have for us today?
I mean, what else did we have in terms of of the topics?
Let's get into that for a little bit.
Yeah, starting with some macro headlines.
So BNY Mellon received official approval from the SEC to custody
crypto yesterday. That was a big one.
BlackRock up to $24 billion in Bitcoin holdings.
They are clearly stacking. Robin Hood and Revolut are
considering a stable coin launch.
Person, person news from Bloomberg.
Yesterday, Arbitrum announced that circles bridged.
USDC is now available on all of its orbit chains.
Maxine Waters, we touched on this a little bit on yesterday's
show. Maxine, she is the House
Financial Services chair has changed her position on crypto,
saying crypto is the future and she wants to start from
scratching, a sign that more and more Democrats are going pro
crypto. Then Guggenheim Treasury
Securities launched the first ever digital commercial paper on
Ethereum. Continuing this trend of
tokenizing traditional finance instruments in protocol and
token is Avalanche giving out $40 million in direct drafted
grants to its contributors. Animoca Tees a new partnership
with Lamborghini with more information coming on October
2nd. That's next week.
A Solana deep end project. Mawari Network raised $11
million to scale spatial computing.
We saw Hamster Combat's hamster token watch.
It opened at 660 million market cap.
It has fallen since. I saw that 440 million here this
morning though with 131 million eligible wallets.
It was I believe the AirDrop was described as dust so users not
super happy polymarket launched an election app saying accurate
real time election forecast at your fingertips as they continue
to lean into elections and memes.
We talked about this already, but meme coin major is very
green most up double digits. Moon Shot broke its single day
onboarding record amidst the meme coin run and then live
breaking before the show. They have added a new new tab so
folks can see which tokens have been recently listened.
I'll come back to why that's important here in a bit.
Mudang continues its moon mission hit $250 million like 5
minutes ago. It's, it just continues to go
nuts. The ruins have had a tremendous
week. Dog up 20%, pups of something
like 50%. So it's green over there and
we're seeing it trickle down into ordinals.
So while ETH NFTS were slightly red on the day, ordinal leaders
were very green led by pup. I saw him up 30% basically at
.15. Nodes are up 10% as well.
So some nice green over on Bitcoin.
You absolutely love to see that you'll see him.
Tyler. The story of this show is going
to be our come up with pups again.
It's it's we we held together through the fucking lowest and
20 mil. We're at 80 something mil.
We're going to hold it back to that.
And and then this time if it goes to 900 million, we're not
going to be like, oh, but we want a billion dollars.
Oh, I will be. This is on you.
You're 22 X 2X to 1.8. Man, you're going to tell us,
you make us sell that PUP token this time around, OK?
Please, please. But seeing the Bitcoin puppets
at .15 a Bitcoin almost is nice because we talked about how
thick the the floor was, but that just didn't matter.
Clearly, it didn't matter at all.
Seen some violent moves? Yeah, like the, the, the move
on. Because The thing is when people
need to realize like this is the move on puppets, right?
So it's at .15 right now, but bottom bottom range here is is
the listing. So the listings go down and and
more getting are getting picked up.
It's actually pretty wild how it's going up.
But The thing is that's with Bitcoin.
You know flying at the same time.
So bitcoins up from like a 50K ish low right all the way to 66
K with puppets up like nearly 100% since then it's pretty
aggressive. I.
Mean, if I feel like what I think the ETH run definitely
helps fuel the 2021 Ethernet surge, right?
So if Bitcoin's at 90K, it's going to be like a massive
wealth effect. Is that the is that the next
bull case for, for ordinals here?
I mean, clearly we're we're seeing a big rebound off the
bottom right now. Asia, Asia loves.
I mean, the other thing is, I mean Asia loves Ordinals, right?
Just that's your boots on the ground takeaways from all your
conferences over there, right? I haven't been personally, but
they just got to shoot STEMI. Yeah, I mean, China loves
quantum cats and node monkeys and Bitcoin puppets.
I mean, I'm not making this up. I was at Ordinals Asia in Hong
Kong, right? Like that was just a couple
months ago. You know our Asian creators,
Doodoo and Steve Ratt and Co, like you know, you know them as
well, man, though, like these guys like usually they PFP
either if it's not a zookie, they all have like a quantum cat
or puppets PFP, you know what I mean?
More like a like it's just like it's just it's just that right.
It's like a Zuki is big over there and at the end of the day,
like the thesis for me, don't like a bear market or like a
downturn doesn't change my thesis on my on things.
I buy collectibles make sense to me on the blockchains on the
blockchain collectibles on Bitcoin makes sense to me.
Therefore I buy the top three collections.
You know what I mean? Like it's like thesis doesn't
change, same thesis that we have when we fucking bought these
puppets for like, what the point O1 Bitcoin, you know what I
mean? Like didn't change just yeah,
it's more expensive now. And yeah, when it hits all time
high again at .44, will I take some profits and some hell yeah,
you know what I mean? But and that's because I had the
foresight to buy them and to hold them.
But you know, I don't know. I mean, what do you think man,
though? Like, what do you the thesis
doesn't really change right When it comes to ordinals and other
collectibles, even on Ethereum. Yeah, I remember 12 months ago I
said the two major themes of this cycle would be Solana and
Ordinals. And I, I really felt that for
the first few months. Then directly after runes hit, I
was like this like, because I think part of it was the
expectation. It was almost like when AIDS
waved for mutants, it was like, we don't know how big this is
going to be. Like this is going to be game
changing. No one really knew what the tech
was going to be like. You know, there was like we had
BRC 20, but everyone thought this could maybe compete with
Solana for UIUX, or at least they just weren't paying
attention to the fact that it wouldn't.
But I, I, I do think they're going to be around.
I think I prefer the ordinals still to the runes though.
Like for me Bitcoin, there's been, you know, there's been
other attempts at different coins on, on, on Bitcoin.
I do think the, the native NFTS angle will probably be around
for a long time. And I think people like that,
the rare sats that sort of stuff, like I just get the
feeling of the Bitcoin communities more, they're more
collectors than they are shit coiners.
So I I feel like that that's why it might be better.
Sure, I think it's fair. Also like the training
experience for rooms is just not good.
Exactly. You're basically turning them
like in a tease. My view is I feel like, you
know, BRC 20 has had, they had like their random runs, right?
And I feel like we're going to wake up one day and Binance is
going to list the ruins and we're probably going to have
like another big mini. We're going to have another
mini. Coming out, you know, and one of
the top one of the top gainers in 24 hours.
Mando, you're not you're familiar with this one is
already like literally we're on 23456.
The 7th top gainer on 24 hours is already where?
Is it now? It's $41.00.
I mean, yeah, it's down 50% from the highs, but it's not create
actually never really was over 60.
Not long, it's not that bad. If you know what it's actually,
hold on it. It never really.
It's 80 million. Yeah.
Do you know what? That's actually not a bad trade
here again. I mean, here I would just put
13%. I'm sorry, but I mean like, no,
no. Yeah, I think I think the best
way to trade drones is to trade them on a centralized exchange.
The best way to trade BLC 20s on a centralized exchange.
Trying to trade these on unisats is like trying to peel out your
own eyeballs. Like I think I think the reason
why already even stayed relevant is because it managed to get
that that sex listing. So I agree with Tyler's take
there. I think maybe we do get a bit of
a run if if dog or. Do dog is killing it.
But one of these guys might get listed right so.
I mean, dog surely would be the first listing, right?
I don't have any. I'm just so I'm just there's
this like unbiased. Wow, the market cap of those.
That still shocks me honestly. Mendel there's none of them.
Like it's literally like, like there's so much room to run
across a lot of them, but just still very.
I would only buy dog. Look at Audi.
Look at the other BRC 20s that aren't Audi man.
Like they are nowhere. I think just buy the buy the top
one, don't bother with the others.
I look at dog, it has 90,000 holders too.
Not not that the others might have their own specific story on
that sort of shit, but like just buy the one that might might
make it that will get listed and.
I would rather you say pups. I do them say RSIC.
Respectfully. But you know what?
No one's listing RSICI can tell you that right now.
That billion dollar cat has been doing well too over there.
So it's like if you had to pick it's, it's just kind of like
the, like the. The volume thing there right,
it's a volume thing like look at the volume going through RSIC
right that's that's that's what Epic did yesterday that's.
True. Right, Finance ain't listing
Epic either. Well, at least not right now.
So 100. And 55 K, it's true, Mandy, you
need to you need to lock into the to the Binance cabal or
something and get that going. Look, I I actually know what my
do you. I don't hate this like.
Audi could run but it's probably not my number one play though.
Obviously, Yeah, yeah. Out of the top 50 coins, what
would you buy right now? Let's look at them all together.
I mean, Tyler, you 2, let's look at the top 50.
So let's go down the that. Post that post from Raul and
Anson went viral yesterday. He just went through like his
top trades at the moment. Yeah, you can look through.
It this one right? Yeah.
Main game Soul, our performer on game game adoption, Suey memes,
SCF and doge. And then he's been buying
obviously culture entities like what's your, what's your main
game, which outperformer gaming adoption, which it means.
My main game is Solana, has been since November.
Not going to change the cycle my outperforming gaining of
adoption gaining it. What does it mean?
Outperformer gaining adoption. It's like a new L1 like.
Yeah, it could be anything really.
I mean, I I see that I see that as a memes as well, right?
Like, so I don't really have outperformer team option.
So we like, I mean like. I'm not here for the tech, I'm
not here for the tech. I'm just here.
Solanas tech is good enough for me and what's being built in
theorem is good enough for what I'm building.
Like I don't know, I mean like I'm good.
Sui is great though and and and and what they're building is
awesome but such as memes. Main games sold the memes Nog
like that's it. For me, I love I love someone in
the comments that said, what if my answer to all four categories
is Moodang? That's the right answer, I
think. That's the right answer.
I mean, it's not about two times.
No. The thing is, for me it's like,
yeah, but you know, I don't know, like.
I'll good mind I think main game I still like sold the most to
outperform I think performers I'll probably go like tower con
is what I probably put there and then memes I've got.
I'd say with booting. Booting is not top 50, but it'll
be there soon enough. I mean, all these people, all
these are getting booted from top 50 this cycle.
Like, there's going to be not RBR but not optimism.
I think there's obviously a whole, but like a lot of this
shit. Like, why is this all like top?
Yeah, I mean, like, there's memes that I don't know that do
much more than that and people actually care for them, you
know? I don't know.
I mean, let's talk about moon shot for a second, right?
Like you guys both report on moon shot in your respective
letters like. So there's a new trading
strategy. So the new a new degen trading
strategy is so tokens have been pumping off of moon shot
listings. So now oh God, great great poll.
I can't believe 31% people said no, but so, so people have been
trying to figure out how do you like build APIs to, to figure
out when tokens get launched on moon shot the app.
And now just this morning they launched a new tab where I think
the idea is where, where you will be able to, to see that.
I, I tested out that the theory yesterday, a pound dog was a new
token that got listed on moon shot and it jumps like 100%.
You know, it's one of those like, I don't know, I'm not
putting like a whole lot of weight behind that, but I mean
it, it's interesting people who like, I've got some buddies who
use it and they love the, the user experience.
Like once you've got money on there, I think that the easiest
way is to send USDC. I, I haven't personally loaded
up. I don't want to do a whole lot
of mobile trading myself. There's there's proper money
behind this app like this isn't. I know it's a bit mysterious
about how the the the big, big money has been coming to build
this app and do do the different Fiat on ramps.
So I think moon it'll be around this.
I think they're going to try and build quite a lot off the back
of it. Yeah, they have moon phase, you
know, you know, pushing it very hard as well.
Yeah. So moon phase obviously
integrated for the on ramp, but yeah, the the trade is to do to
do to buy anything that gets listed or anything that they
like flag. A lot of people are doing it and
Mudang's obviously been their main, their main winner
recently. I I think it's so difficult.
But if I was to do that list from before, I think I'd do
Bitcoin. Bitcoin is the main game right
now. Tau, I think it's got the best
shot now at the top 50 just because I just think it's got a
narrative that will be really strong Memes.
Pepe Pepe mug epic, obviously, but Alice Solana memes like the
memes. I can't even imagine being here
in a cycle. It might sound weird but it'd be
something like retardio like if I was to play some.
I just feel like it's a multi cycle meme like.
But with is kind of like yeah. No, I'm talking about something
which is under 100 million here. This is not a bad chart.
Under 100's a tough game. It's so PvP under 100 bro.
Keep going back to Zen. Yeah, because it's the most
cultural 1. Very cultural like for whatever
reason, like I had whales pumped it in the first run.
It hasn't really rebounded yet. That's not the right one.
What? What chain is Zen on?
It's on Eve. Interesting.
I just don't know how many of these names like after in that,
that was such a good thing where where we said like, oh, which of
the B&B coins are still relevant?
The only B&B there's, there's basically none that are still
relevant, right. So in three years time, what
actually is going to be relevant?
Mog's done a really good job at that because it's now like
cryptoculture. I think you got to look for
coins which become like cryptoculture.
Yeah, I mean, you know, what's how's Michi doing?
Someone commented. Michi, I don't even know.
Let me see. It's like a. 140 million, it's
one of the best members of. The world 120 right now, but
yeah, it was there. Mother too.
Now let's go check out. Actually, I want to check
something. Let's go to Pump Fun and let's
check. What are the one second?
Let's check What are the top? How do you check the top?
Pump Fun tokens by my cat. Who?
Dang #1 Michi Mother, what's that?
Tady waity. I don't know what How's frog?
Good Frog and Billy, do we think?
There's some legit the the the pump coins have had.
Nice run here. It's a good week.
Log obviously it had its big, big run, so maybe you have to
wait for a cool off, but I like it.
This is Billy. Wow, Billy's.
It's hanging around. It's hanging around, could be a
sleeper, but you never know. So this SCF, right, that's
obviously Raul's play. Let's see how it's doing.
But see out of all the following and obviously like maybe it's a
bias because that's the homie, but like I still I'll take this
over all of them over the last four we showed I bought.
Some. I bought some Epic yesterday.
Like. In terms of like the the sub 10
mil, like I literally like I think I told my little brother
yesterday, like if he wants to buy a little like not go too too
big and like have a little back for potential, like Richard, I
told him to buy a little bit of epic like straight up.
Have you so someone told me this website today which is called
Jeep Jeet Screener. Have you seen this
jeetscreener.com? Hold on, this is amazing.
What is that? Jeetscreener.com.
Yeah, I'm on it. And So what about?
So you can like sort them by like supplying giga diamond
hands, supplying diamond hands. Oh, it's a screenshot you posted
this this morning. I was wondering what that was
so. What are the best coins on here?
With with, it's crazy like how people have just they've,
they've held it. That's the certain.
Average days held 94. How crazy is?
That 92% diamond handed Jesus. There's like.
For me. Sort it by market cap.
Sort it by market cap now and you get a better sense.
Show me this. Where do I go?
So market cap here, OK. So we're by market cap now
let's. That's not by Oh yeah, it is
yeah. Now look at look at that look
across there now like the amount in diamond hands of width is 58%
Podcast 57 like some of these coins.
I don't know. I like this.
I like this because this is kind of the stuff that.
Interesting. That what's his face has been
talking about Murad despite his crazy valuations.
But this is good. Like what I would say is if
you're looking at meme coins completely independent of epic,
but I think this is a good website.
You do get a very good sense of like if some money comes into
it, what will do well. Hmm, interesting.
Yeah, it can only go up with holders that are too dumb to
sell. I agree with that tie.
I said I need a message tie. Speaking of holders that are too
dumb to sell, I'm just kidding. Tie Anyways.
OK, that's cool.