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00:00:00,400 --> 00:00:05,920
Yo-yo, what up, what up? 
Good morning, Good morning, GMG 

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September 27th, 20244440. 
Yeah. 

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Another beautiful day to have a 
beautiful day. 

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I got my Co host in the house 
Tyler Tyler. 

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Tyler, Tyler, how you doing 
today? 

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I'm good, it's GM, it's a green 
morning, but the coins are 

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00:00:37,800 --> 00:00:41,440
looking good and it feels like 
we're just so back. 

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Dude, Oh my God, we, I mean, we 
are so back. 

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Is it? 
It's starting to, you know, it's

10
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this of a field thing now. 
It's a cat, man. 

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We are back, baby. 
But this? 

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Time. 
Yeah, you know, this time, this 

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time feels much better and much 
more for real. 

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But we shall see what we what 
what happens between now and the

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end of the month, You know, G 
mood day. 

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That's funny. 
What up? 

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What up? 
What up? 

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What up BLA. 
We got this the YouTube comments

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going green morning, GM Jim 
fellas, poriya, What up? 

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What's up, guys? 
All right, all right, yeah, it's

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it's definitely green morning. 
You absolutely love to see that,

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00:01:18,880 --> 00:01:22,960
Tyler. 
And and it's the absolute best 

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thing to wake up to, especially 
on the Friday morning because 

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it's, you know, we we love the 
vibes. 

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What up, man, though, What's up?
What's up? 

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I'm good guys. 
I'm going to pre warn you 

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because I rug at any time. 
My Internet has been terrible 

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today. 
I don't really know why. 

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I mean, you know why? 
Yeah, I said. 

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So the. 
You know what, you know what 

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anyways, alright, today's show 
today, today a market report. 

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I usually as usual, I mean you 
know, we are green, we are 

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definitely green. 
So always fun to go over that. 

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Love to see it. 
Tyler's top 1000, Tyler's top 

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1000, you know the vibes. 
So let's see what Tyler's going 

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to store for us today. 
And then I mean it is Friday. 

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So two people, 2 lucky people 
are going to be able to win 

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robot spins to come and 
potentially win a crypto pump. 

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That's the vibes and I I'm 
feeling it last time on Tuesday,

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right? 
I know it wasn't Tuesday. 

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Whatever we did last, that 
person came this close, this 

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close to winning crypto park. 
It was so close. 

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So so you know, hopefully today 
is the day. 

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00:02:30,280 --> 00:02:34,560
And last but not least, this 
show is powered by galaxies with

45
00:02:34,560 --> 00:02:37,000
seamless built in monetization 
tools. 

46
00:02:37,160 --> 00:02:40,200
Galaxies, galaxies XYZ on X 
enables the development of 

47
00:02:40,200 --> 00:02:41,800
sustainable long term 
communities, fulfilling 

48
00:02:41,800 --> 00:02:44,960
Bitcoin's vision of the 
centralized freedom and 

49
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independence from centralized 
control. 

50
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I love me some freedom. 
Two things make me feel freedom,

51
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you know, landing in the United 
States of America and looking at

52
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my Ledger. 
That's that's, that's freedom to

53
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me. 
But check out Galaxy SXYZ 

54
00:03:01,160 --> 00:03:03,680
anyways. 
Anyways, it is Mando, mando, 

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00:03:03,680 --> 00:03:06,560
Mando Mando. 
Talk to you about this market, 

56
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baby. 
Can you take it? 

57
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Can you dig it? 
Oh, I think he is rugging. 

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Yeah. 
Oh, yeah. 

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Yeah. 
There's defeat. 

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Tyler. 
Is it me? 

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We. 
Just can't hear him. 

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He's like live, but we. 
That's so far. 

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He didn't warn us. 
He didn't, he didn't warn us. 

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He didn't. 
It may be hold on. 

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It may be a little one second. 
Everybody, ladies and gentlemen,

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I have a little, little 
technical difficulties here at 

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the moment. 
Hold on. 

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Let me try and see if he, if 
he's, he may be out, honestly, 

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he may be out for the day 
because it's, it's, it's pretty 

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bad market Internet wise right 
now. 

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Portugal Internet, man, Portugal
Wi-Fi, you know, shout out to, 

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you know, Elana's in Portugal 
right now with, with part of the

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team we're working with. 
You know, we got, we got a bunch

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of people there. 
But but look at that. 

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Look at the holiday rugs. 
Man's never looked much happier.

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Every single word. 
That's so funny. 

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That's so, I mean Tyler, that's 
so, I mean Tyler. 

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I'll just miss it. 
Because live pardon Bitcoin just

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hit 66 K. 
Oh shit wow that just happened 

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right now because I just oh wow 
wow 66,000 United States dollars

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for one Bitcoin I mean wow 66 K 
man though how we feeling yeah 

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no Tyler how we feeling doing. 
Good. 

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I mean, I think there were some 
questions even when it got past 

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like 65, like is it really a 
higher high here? 

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Lying. 
Looks like a higher high to me. 

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Shit looks like a high ahead of 
me now. 

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Oh my God. 
I think Mendel's like full rug. 

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Let me, yeah, let me talk 
because he's here. 

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00:05:01,640 --> 00:05:03,640
It's funny. 
I just think he's like probably.

90
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I think it's so funny to look at
Mendel just like he's. 

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00:05:12,680 --> 00:05:15,680
Just like he's just slamming 
lungs on Bitcoin and. 

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Cafe Mendel is just looking at 
the market right now, like he's 

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probably like, damn, how do I 
keep doing this? 

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He's like, I I can't stop 
winning. 

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He's typing. 
Hold on. 

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He for sure is like, damn, I 
really can't stop winning right 

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now. 
Let me post the broadcast thing 

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while we do that so people can 
come and look at Mandel's face. 

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It's so funny. 
What is it? 

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FOMO Hour Episode 2 O 7. 
Jesus. 

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Green Morning. 
Green morning. 

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There you go. 
But anyways, Tyler, I mean, I'll

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give it to you if, if we can't 
really talk to Mendel, but the 

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market, I mean, what are you, 
what are you what, what's the 

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latest? 
Yeah, I think the the latest is 

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crypto majors are up a couple 
points here. 

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Bitcoin passed a clear level at 
65. 

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That was an important level and 
it it's looking good here this 

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morning ETF, it was a huge week 
for the Bitcoin ETFs. 

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I think we we put we put 
something like 800 million in, 

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in net inflows over the last 
five or six days Black. 

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Rock 1 billion up. 
To 24 billion. 

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Black Rock's up to 24. 
Billion. 

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What so I don't know if there's 
like a point on the horizon 

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where where that number is 
getting too big that we start 

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getting concerned about it, but 
that that's a a big part of the 

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story. 
It looks like ETH is still kind 

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of chopping around. 
It had on Monday and Tuesday 

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kind of went back and forth. 
They had a nice day on Wednesday

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and then small outflows 
yesterday. 

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So, so less action on the the 
ETF souls leading the way in 

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majors is up 3%. 
But I think the story, I think 

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the biggest story for, for, for 
crypto is, is got to be meme 

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coins. 
All the meme coin leaders up 

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basically double digits on the 
day. 

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I think they added some, they 
added something like $8 billion 

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in market cap to the, to the 
meme, to the meme coin sector 

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yesterday. 
And I think that's important 

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because I think the wealth 
effect is real. 

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I think it changes user behavior
when you start feeling that like

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when you have significant green 
on the screen, like when you 

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check your wallet every day. 
Like I, I know, I, I personally 

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feel that just having seen this 
with bounce up 60%, it makes me 

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more open to, to go downstream 
and, and, and make new plays. 

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And I think we're starting to 
see that play out across the 

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board. 
I mean, doge is up 10%. 

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Sheba added like 3 billion in 
market cap yesterday. 

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It's now 13th. 
It's up. 

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I mean, it's up 22%. 
Wow, 1.3 billion. 

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Seriously. 
We've got Pepe up 17% at 4 1/2 

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billion. 
It's now top 22 token. 

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I mean it's going to be I mean 
it's like right neck and neck 

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with with Sui. 
So it'll be top 20 before we 

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know it with broke into the Top 
40 foot arm drum back to 2.4 

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billion. 
Wow. 

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So it's a good day for the 
majors. 

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And then our our our new little 
friend MU Dang just continues to

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to run. 
This little baby hippo can run. 

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Boy, can he run. 
You know what, I just love his 

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name. 
It's it rolls off the tongue. 

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It's so cute, you know, Mudang. 
In this new Mudang paradigm, 

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there are no pullbacks. 
Like this is unbelievable. 

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Every time you think you're 
going to say, OK, it's got a dip

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here. 
Like it hit 230 million last 

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night. 
I woke up, it's like 180. 

156
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It's like, OK, today's going to 
be a pullback day. 

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00:08:54,560 --> 00:08:59,520
No, it's, it's back 210. 
Every time people just slam the 

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buy button on this. 
Oh my God, now it's up something

159
00:09:03,120 --> 00:09:11,160
like 10X on the week and it's 
even more on the on the two 

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00:09:11,160 --> 00:09:12,840
week. 
I I forget the exact numbers. 

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00:09:13,520 --> 00:09:16,640
It's up some absurd amount in 
the last two weeks. 

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00:09:17,400 --> 00:09:26,720
This is just absolutely insane 
to watch $211 million you you 

163
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could have still bought 
yesterday thinking you're late 

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and made 80%. 
Like it's insane to think about 

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Tyler. 
Yeah, I woke up yesterday. 

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I'm like, oh, it's 120 million. 
Like you can't buy here. 90 

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00:09:41,520 --> 00:09:45,160
Well, we're like, let's just no,
no, but how? 

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00:09:45,160 --> 00:09:46,920
How's your boy doing? 
How's Pesto doing? 

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00:09:47,400 --> 00:09:49,720
Pesto's in a slight pullback. 
We're consolidating. 

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00:09:50,720 --> 00:09:53,280
So it's at, OK, this is like 30 
million. 

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00:09:53,280 --> 00:09:55,480
It's at like 20 million I think 
today. 

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00:09:55,680 --> 00:10:00,960
My, my crystal ball, we're going
to probably chop this morning or

173
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the next leg up. 
That's, that's my guess on, on 

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00:10:03,440 --> 00:10:05,680
pesto. 
If you look, the, the chart is 

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00:10:05,680 --> 00:10:10,360
tracking the early days of, of 
Mudang pretty closely. 

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So Mudang hit 30 million, it 
pulled back before it, it 

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00:10:14,080 --> 00:10:16,360
leveled up. 
So we're hoping the same thing 

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00:10:16,360 --> 00:10:20,040
for our our beta pesto. 
You're killing me, bro. 

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You're absolutely killing me. 
I mean, you absolutely love to 

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00:10:22,520 --> 00:10:24,800
see that. 
This market is just so nuts. 

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00:10:24,800 --> 00:10:28,000
I mean, everything's just going 
crazy on on this market. 

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00:10:28,000 --> 00:10:29,880
We hit 66 K. 
Let's try Mando again. 

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00:10:29,880 --> 00:10:32,000
Hold on, Mando, you with us? 
Oh, I hear him. 

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00:10:32,840 --> 00:10:35,200
Yeah, can you hear me now? 
We are so back. 

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00:10:35,280 --> 00:10:36,440
We are. 
I mean, I don't know if you're 

186
00:10:36,440 --> 00:10:38,080
on your microphone, but it's OK.
We see you. 

187
00:10:38,080 --> 00:10:39,840
We hear you. 
Well, like now, it's way better.

188
00:10:40,200 --> 00:10:42,120
I'm on this mic, my little rogue
mini. 

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00:10:42,440 --> 00:10:45,240
So Mendo, I mean, I'm not going 
to read out loud what you texted

190
00:10:45,240 --> 00:10:47,080
us, but you are definitely 
having a good day. 

191
00:10:47,280 --> 00:10:49,480
And now I see why you were 
smiling. 

192
00:10:50,480 --> 00:10:51,920
That's why I was laughing. 
Tyler's talking. 

193
00:10:52,400 --> 00:10:55,000
This is so good, you know, you 
know, Tyler, go. 

194
00:10:55,480 --> 00:10:56,920
You can go check the FOMO our 
chat. 

195
00:10:56,920 --> 00:10:59,440
But Mendo, talk to me how you 
feel this morning about this 

196
00:10:59,440 --> 00:11:02,120
market right now. 
Feeling great, feeling really 

197
00:11:02,160 --> 00:11:05,400
good. 
One of the few times I've I've 

198
00:11:05,760 --> 00:11:12,160
I've like nailed the timing of 
when to go fully all in. 

199
00:11:13,760 --> 00:11:16,960
And yeah, I got lucky on the JLP
thing. 

200
00:11:17,240 --> 00:11:20,440
And then now and now I just 
think we're going to keep on 

201
00:11:20,440 --> 00:11:22,400
going guys. 
Like I really, really do. 

202
00:11:23,360 --> 00:11:28,520
I'm not just saying this like I 
think we got some clear, we got 

203
00:11:28,520 --> 00:11:31,320
some clear air all the way up to
70 Ki. 

204
00:11:31,480 --> 00:11:34,760
Think we hover around 70 K until
the end of the election. 

205
00:11:35,000 --> 00:11:36,240
If I'm honest. 
I don't think we're going to 

206
00:11:36,800 --> 00:11:40,200
smash through that before the 
election, but I do think we're 

207
00:11:40,200 --> 00:11:42,800
going to 70 K, then we'll 
probably dance around there for 

208
00:11:42,800 --> 00:11:44,200
a little bit. 
And then then I think we're 

209
00:11:44,200 --> 00:11:49,440
going to 90 to 100 by the end of
the year, which I have been 

210
00:11:49,440 --> 00:11:52,840
saying for a long time. 
This this happened 2 weeks 

211
00:11:53,120 --> 00:11:58,560
before I thought it would. 
But yeah, I think I think this 

212
00:11:58,560 --> 00:11:59,840
is a really good spot for the 
market. 

213
00:12:01,120 --> 00:12:06,480
I still think it's it's largely 
a Bitcoin trade, but but I do 

214
00:12:06,480 --> 00:12:11,280
think that that I'm starting to 
see some some movement again 

215
00:12:11,280 --> 00:12:14,080
back towards memes, which I I 
just really that's the one thing

216
00:12:14,080 --> 00:12:18,440
that surprised me. 
And I guess going going on Pepe 

217
00:12:18,440 --> 00:12:22,320
was was was a was a good trade 
like this meme coin majors have 

218
00:12:22,320 --> 00:12:27,360
moved and I think Anson did say 
it kind of the best. 

219
00:12:27,360 --> 00:12:30,960
Like they've all put in like a 
pretty decent bottom there for 

220
00:12:30,960 --> 00:12:34,760
for a few for a few months on 
major memes. 

221
00:12:35,080 --> 00:12:39,080
And if you if everything's just 
a Bitcoin trade, all the 

222
00:12:39,080 --> 00:12:45,080
miniature memes are just a Pepe 
with bunk Sheba even sort of 

223
00:12:45,080 --> 00:12:48,600
trade, right. 
If those go up like Sheba, Sheba

224
00:12:48,600 --> 00:12:53,480
went up 3 1/2 billion dollars. 
Like that's more than all of 

225
00:12:53,480 --> 00:12:58,720
with and bunk combined in a. 
Crazy way to put it. 

226
00:12:59,160 --> 00:13:04,000
In a day, like if something like
that goes up in in that sort of 

227
00:13:05,280 --> 00:13:08,360
that's a lot of room for a lot 
of other risk taking to happen 

228
00:13:08,880 --> 00:13:10,720
down the stack, Let's put it 
that way. 

229
00:13:10,720 --> 00:13:14,040
So I think we're in a really 
good spot for that. 

230
00:13:14,400 --> 00:13:17,880
Doge Doge is moving, but it's 
not moving as crazy as the other

231
00:13:17,880 --> 00:13:22,360
ones. 
But this moonshot app as well, 

232
00:13:22,360 --> 00:13:24,640
it feels like feels like it's 
onboarding a lot of people, 

233
00:13:24,640 --> 00:13:27,200
right? 
Like they had their biggest day 

234
00:13:27,200 --> 00:13:30,320
the other day. 
It does feel like meme coins are

235
00:13:30,320 --> 00:13:32,960
gambling. 
Is is just such a strong, a 

236
00:13:32,960 --> 00:13:37,680
strong narrative this cycle. 
Like it's maybe I roast roasted 

237
00:13:37,680 --> 00:13:40,000
off a little bit too early. 
I just thought it would take a 

238
00:13:40,000 --> 00:13:41,960
little bit of time. 
Like we're still down a huge 

239
00:13:41,960 --> 00:13:46,280
amount from where we were, but 
it's whenever I think, oh, the 

240
00:13:46,280 --> 00:13:48,280
market's about to turn and 
people are going to look at like

241
00:13:48,600 --> 00:13:51,040
other sectors in crypto and 
utility might come back. 

242
00:13:51,360 --> 00:13:54,160
Meme coins just never die, man. 
They just never die. 

243
00:13:54,440 --> 00:13:58,720
People, just people, people want
to yellow into them first, even 

244
00:13:58,720 --> 00:14:03,160
if they've they've been down 
like 8090% and like they've lost

245
00:14:03,160 --> 00:14:06,360
money all year on meme coins. 
That's the first thing they want

246
00:14:06,360 --> 00:14:09,160
to buy, which just tells you a 
lot. 

247
00:14:09,160 --> 00:14:10,560
Like we're we're just here for 
gambling. 

248
00:14:12,560 --> 00:14:14,800
Yeah, definitely. 
I mean, Tyler, I'm assuming that

249
00:14:14,800 --> 00:14:17,920
you'd had moon shot part of your
part of your topics today, I'm 

250
00:14:17,960 --> 00:14:18,720
sure. 
But hold on. 

251
00:14:18,720 --> 00:14:23,000
Look at this dose chart though, 
like is can we finally say dose 

252
00:14:23,000 --> 00:14:25,200
to dollar or is it it it doesn't
jinx it every time. 

253
00:14:27,320 --> 00:14:29,320
Do you think dose remains the 
winner? 

254
00:14:29,600 --> 00:14:31,600
Like do you think in a mean, 
like let's say a mean point 

255
00:14:31,600 --> 00:14:35,720
super cycle plays out where we 
see like Pepe sore whip sores, 

256
00:14:36,080 --> 00:14:38,200
all the majors level up? 
Do you think the stack ranking 

257
00:14:38,200 --> 00:14:40,560
order continues the same or do 
you think we see any major 

258
00:14:40,560 --> 00:14:46,080
flips? 
I think that I thought for a 

259
00:14:46,080 --> 00:14:51,800
while that Pepe would eventually
ship Flip Sheba, but Sheba's 

260
00:14:51,800 --> 00:14:55,920
strength, I don't know. 
I don't think Doge is ever going

261
00:14:55,920 --> 00:14:57,520
to get flipped. 
That's something. 

262
00:14:58,320 --> 00:15:01,640
That I I prefer look and I 
prefer Pepe mug and everything 

263
00:15:01,640 --> 00:15:03,760
over doge and Shiba. 
Now that's where my bags are. 

264
00:15:03,760 --> 00:15:05,840
But I I actually I kind of agree
with you. 

265
00:15:05,880 --> 00:15:08,280
I feel like we they're just all 
going to go. 

266
00:15:08,520 --> 00:15:10,960
There's just going to be two 
more three more memes, part of 

267
00:15:10,960 --> 00:15:13,800
the top 20 now instead of two, 
right, Like instead of just 

268
00:15:14,720 --> 00:15:19,280
Doshi, it's going to be like 
Doshi Pepe with and hopefully 

269
00:15:19,280 --> 00:15:21,200
moles it like or top, you know 
what I mean? 

270
00:15:21,200 --> 00:15:24,360
It's like, but I think they're 
just keep going to keep, I don't

271
00:15:24,360 --> 00:15:27,280
know, going higher altogether. 
What do you think, Tyler? 

272
00:15:28,080 --> 00:15:31,240
My definition of the meme coin 
super cycle was 5 memes in the 

273
00:15:31,240 --> 00:15:34,960
top 10 to 12 by market cap in in
overall crypto. 

274
00:15:36,280 --> 00:15:39,000
We we have basic or we're 
knocking on the door to have 

275
00:15:39,000 --> 00:15:44,040
three right now with with Pepe 
at 22 now, like if, if wif 

276
00:15:44,040 --> 00:15:46,720
double S from here now we're 
talking about we'll have four in

277
00:15:46,720 --> 00:15:48,000
the top 20. 
I don't know. 

278
00:15:48,000 --> 00:15:51,000
It seems five in the top 20 
seems very doable. 

279
00:15:51,000 --> 00:15:56,480
I think 5 in the top 12 is is 
alive like for a 2025, a late 

280
00:15:56,480 --> 00:15:59,040
2025 prediction. 
I think that's very real. 

281
00:15:59,840 --> 00:16:04,080
As for like the actual like 
stack rankings and it it it does

282
00:16:04,080 --> 00:16:06,440
feel like everyone looks to 
doge. 

283
00:16:07,080 --> 00:16:10,320
I'm fine if they if they move up
in in order, right. 

284
00:16:10,640 --> 00:16:13,680
And it is wild to see like, 
yeah, like Shiba added the 

285
00:16:13,680 --> 00:16:18,960
market cap of plus Popcat 
yesterday in a single day and 

286
00:16:18,960 --> 00:16:20,600
like we don't know anyone who 
buys it. 

287
00:16:20,720 --> 00:16:23,120
So I think that that's part of 
my question is where is all the 

288
00:16:23,120 --> 00:16:26,840
liquidity coming from? 
And we know China has this huge 

289
00:16:26,840 --> 00:16:29,480
liquidity boom right now. 
Like is it, is it Asia money 

290
00:16:29,800 --> 00:16:32,400
like that that's driving this 
right now? 

291
00:16:32,640 --> 00:16:35,400
Early, right? 
There's a very famous investor, 

292
00:16:37,760 --> 00:16:42,840
David Tapper, who went on who's 
the founder of Appaloosa, which 

293
00:16:42,840 --> 00:16:45,720
is like one of the best known 
trading firms on Wall Street, 

294
00:16:46,000 --> 00:16:52,640
who went on CNBC yesterday and 
said buy everything in China, 

295
00:16:53,120 --> 00:16:55,360
everything possible. 
And the last time he said that 

296
00:16:55,640 --> 00:16:58,200
he made a very made a very 
similar sort of speech when the 

297
00:16:58,200 --> 00:17:04,359
Fed started QE back in 2010. 
When, when a government. 

298
00:17:05,760 --> 00:17:08,640
One thing to, to know about when
this sort of stuff starts 

299
00:17:08,640 --> 00:17:12,280
happening is it's very, very 
difficult to turn it off. 

300
00:17:13,319 --> 00:17:17,079
So when China says, hey, we're 
going to give 140 billion to the

301
00:17:17,079 --> 00:17:19,480
banks, we're going to allow you 
to borrow to, to buy stocks. 

302
00:17:19,480 --> 00:17:21,480
We're going to, we're going to 
pump money into the housing 

303
00:17:21,480 --> 00:17:24,520
market. 
And it's also fighting against 

304
00:17:24,520 --> 00:17:27,319
the tide, right? 
Chinese population dynamics mean

305
00:17:27,560 --> 00:17:31,520
that, you know, look at look at 
what happened to Japanese house 

306
00:17:31,520 --> 00:17:34,720
prices with their population 
dynamics, right? 

307
00:17:34,720 --> 00:17:37,640
Like they did not do well and 
similarly like they're going to 

308
00:17:37,640 --> 00:17:43,320
have to keep on printing. 
So I think we're in a market 

309
00:17:43,320 --> 00:17:47,000
where people are now expecting 
maybe multiple decades of China 

310
00:17:47,000 --> 00:17:52,320
printing a lot of money and 
trying to support the support 

311
00:17:52,320 --> 00:17:55,200
the economy that way, which is 
probably the best thing for them

312
00:17:55,200 --> 00:17:59,400
to do because they can't, they 
can't really do more debt. 

313
00:17:59,400 --> 00:18:01,200
Like they can't really do that 
much more fiscal debt. 

314
00:18:01,200 --> 00:18:02,600
So they'll have to like just 
print. 

315
00:18:03,680 --> 00:18:06,080
And that's a bit of a game 
changer. 

316
00:18:06,080 --> 00:18:10,440
So when he goes on CNBC and he 
says buy everything in in China,

317
00:18:11,680 --> 00:18:14,680
you know, I don't know what the,
the, the, the NASDAQ returns 

318
00:18:14,680 --> 00:18:18,840
were from 2010 two thousand and 
2024, but I think they've been 

319
00:18:18,840 --> 00:18:21,920
absolutely wild. 
I I would be unsurprised if you 

320
00:18:21,960 --> 00:18:26,560
were about to see, yeah, just 
global liquidity just just 

321
00:18:26,760 --> 00:18:30,160
skyrocket. 
And I mean, I think the other 

322
00:18:30,160 --> 00:18:32,720
important part there is like, I 
feel like the US will, will try 

323
00:18:32,720 --> 00:18:35,040
to go like tit for tat, right? 
Like I, I feel like they're, 

324
00:18:35,040 --> 00:18:36,120
they're going to do the same 
thing. 

325
00:18:36,920 --> 00:18:38,480
Well, this market right now is 
ridiculous. 

326
00:18:38,480 --> 00:18:40,120
I don't know if you guys are 
looking at the charts, but 

327
00:18:41,240 --> 00:18:43,680
Solana, yeah, Solana just hit 
100 and. 60 Oh my God moodang 

328
00:18:43,680 --> 00:18:46,160
this at 2:50 dude. 
Yeah, but dude, this is this is 

329
00:18:46,160 --> 00:18:48,800
fucking I don't Oh my. 
I mean, I'm looking at like 10 

330
00:18:48,800 --> 00:18:50,280
charts right now. 
Like this is insane. 

331
00:18:50,320 --> 00:18:53,360
I can't even like focus look at 
this. 

332
00:18:53,680 --> 00:18:56,360
It's soaring to all time. 
Knowledge I can't even like 

333
00:18:56,360 --> 00:18:58,040
think straight right now This is
like we. 

334
00:18:58,040 --> 00:19:00,720
Said yesterday like our target 
was 250 million and it just hit 

335
00:19:00,720 --> 00:19:03,880
it in a day it doubled. 
This is just so insane. 

336
00:19:03,880 --> 00:19:06,960
Like everything's just breaking.
Like it's just like. 

337
00:19:07,320 --> 00:19:11,360
The soul's at 160, all right. 
Like this is just, this is just 

338
00:19:11,360 --> 00:19:13,560
insane. 
Like we're, we're absolutely 

339
00:19:13,560 --> 00:19:16,840
flying right now. 
It's a good setup for this 

340
00:19:16,880 --> 00:19:19,080
weekend. 
This weekend it's going to be 

341
00:19:19,080 --> 00:19:23,360
ridiculous bro. 
Like that's the ETFs are 

342
00:19:23,360 --> 00:19:26,240
probably like just like ravaging
the OTC desk. 

343
00:19:26,240 --> 00:19:30,440
Right now there's four Bitcoin 
left in OTC, 44 Bitcoin on the 

344
00:19:30,520 --> 00:19:33,760
OTC desk. 
Hopefully ETH will at least put 

345
00:19:33,760 --> 00:19:35,920
a 1% candle. 
You know, I don't know, like God

346
00:19:35,920 --> 00:19:40,080
damn it. 
The thing is, ETH has so much 

347
00:19:40,080 --> 00:19:42,800
catching up to that. 
It could go to like what, 3200 

348
00:19:42,800 --> 00:19:45,360
again or something like this. 
But like the second we long it, 

349
00:19:45,560 --> 00:19:49,360
it's just not going to go right.
The only reason to buy ether is 

350
00:19:49,360 --> 00:19:50,920
to have gas money to buy Pepe 
and. 

351
00:19:51,000 --> 00:19:53,320
That's it, that's it, that's it 
Papa. 

352
00:19:53,320 --> 00:19:55,760
Like why would you log that shit
Because you can get fucking 

353
00:19:55,760 --> 00:19:57,560
wiped on leverage when you can 
just buy me. 

354
00:19:58,280 --> 00:20:02,480
Man this is so crazy. 
Go to the MOG, Go to the MOG 

355
00:20:02,480 --> 00:20:03,920
chart. 
While we're talking about this, 

356
00:20:03,920 --> 00:20:05,520
we're going to see. 
That. 

357
00:20:06,520 --> 00:20:08,520
Looks pretty good. 
It's over six. 

358
00:20:08,520 --> 00:20:11,200
Wow, it's at 6:30 now. 
I mean it was just the 300 like 

359
00:20:11,200 --> 00:20:12,760
a few days ago. 
You know what, though, what's 

360
00:20:12,760 --> 00:20:15,280
amazing I was telling Ovie 
Amanda about this this morning 

361
00:20:15,440 --> 00:20:17,760
about MOG for me right now is 
that I think it was in the same 

362
00:20:17,760 --> 00:20:18,840
situation. 
It's printing ETH. 

363
00:20:19,320 --> 00:20:21,840
So like at some point when I 
want to de risk because like MOG

364
00:20:21,840 --> 00:20:25,320
has been outperforming ETH so 
fucking much that like I just 

365
00:20:25,320 --> 00:20:28,960
like the dollar amount hasn't 
been going out up as much, But 

366
00:20:28,960 --> 00:20:33,760
like the ETH amount is just 
printing like the mug backs. 

367
00:20:33,760 --> 00:20:36,200
At some point when you want to 
de risk, you could de risk 

368
00:20:36,200 --> 00:20:40,840
towards ETH later the cycle, let
ETH print more highs and then 

369
00:20:40,840 --> 00:20:43,560
sell ETH in $2.00 like down the 
line if we get there. 

370
00:20:43,800 --> 00:20:45,400
But it's just that what I'm 
saying is that it's it's 

371
00:20:45,400 --> 00:20:46,720
actually crate. 
It's actually the good thing 

372
00:20:46,720 --> 00:20:49,400
about Pepe and mug right now. 
They're printing ETH like you 

373
00:20:49,400 --> 00:20:52,160
know, how we used to buy NFT. 
So like make more ETH, like Pepe

374
00:20:52,160 --> 00:20:54,560
and mug right now just printing 
ETH for people on, on, on. 

375
00:20:55,200 --> 00:20:58,400
And like at some point you think
that ETH at some point is going 

376
00:20:58,400 --> 00:21:01,920
to buy to all time high, right, 
Which is like 4600 and like shit

377
00:21:01,920 --> 00:21:03,840
could be fucking crazy at this 
point. 

378
00:21:03,840 --> 00:21:06,960
In my opinion, that's what I'm 
looking at in terms of ETH and 

379
00:21:06,960 --> 00:21:08,720
NFTS are not looking bad. 
Like I was doing the real big 

380
00:21:08,720 --> 00:21:10,960
box earlier. 
Like dude, red guys haven't 

381
00:21:10,960 --> 00:21:13,120
really come down from that point
forehead and it's good. 

382
00:21:13,120 --> 00:21:15,720
Like you have all the main 
majors that have big news come 

383
00:21:15,720 --> 00:21:17,640
in. 
Like a lot of catalyst catalysts

384
00:21:17,640 --> 00:21:19,680
on on NFTS come in. 
Like, I don't know, there's 

385
00:21:19,680 --> 00:21:22,200
something there for sure. 
I don't know what you guys think

386
00:21:22,200 --> 00:21:25,080
about that, but it's just like, 
I don't know, I'm looking at it 

387
00:21:25,080 --> 00:21:28,280
that way. 
And I'm like, like, I think 

388
00:21:28,280 --> 00:21:30,320
things are going to get really 
crazy for 12 months. 

389
00:21:31,000 --> 00:21:37,720
Like I, Jenny, think that. 
I I, I hope so like I, I think 

390
00:21:38,080 --> 00:21:42,040
the difficulty is Farouk is is 
that we know how euphoric we can

391
00:21:42,040 --> 00:21:46,320
get on these sort of days and we
say and we say mean mean coins 

392
00:21:46,320 --> 00:21:47,800
super cycle everything goes 
I've. 

393
00:21:48,000 --> 00:21:50,600
Been used S word. 
I say it the most I have it. 

394
00:21:50,880 --> 00:21:55,240
Goes crazy, but this has been a 
what, 6 months? 

395
00:21:56,000 --> 00:21:59,640
Six months shot Six months? 
Yeah, I do now. 

396
00:22:00,200 --> 00:22:04,440
Yes. 
I, I think that if Bitcoin goes 

397
00:22:04,440 --> 00:22:08,840
to an all time high again, yeah,
things people just start going 

398
00:22:08,840 --> 00:22:10,880
crazy. 
It would be kind of weird 

399
00:22:10,880 --> 00:22:13,800
though, because it would almost 
feel like 2 cycles to me. 

400
00:22:14,120 --> 00:22:16,240
I don't know if you guys would 
agree, but it would almost feel 

401
00:22:16,240 --> 00:22:19,360
like we've had we've gone 
through 2 cycles in the space of

402
00:22:19,360 --> 00:22:22,400
a year this time because 
everything else went down like 

403
00:22:22,400 --> 00:22:26,000
think of a top 100 up until a 
month ago, everything was down 

404
00:22:26,000 --> 00:22:29,160
an insane amount. 
So we had this like mini cycle 

405
00:22:29,160 --> 00:22:33,400
in January, February, then then 
we basically had a bear market 

406
00:22:33,560 --> 00:22:37,560
where everyone got absolutely 
destroyed, continuing to chase 

407
00:22:37,560 --> 00:22:40,120
stuff or going off altcoins too 
early. 

408
00:22:40,480 --> 00:22:44,440
And now it's almost like, do you
remember the great bear market 

409
00:22:44,440 --> 00:22:48,720
of like 2024 into the great bull
market of 2024? 

410
00:22:48,720 --> 00:22:51,600
Like it's, I think we're, it's, 
it's just weird for me to 

411
00:22:51,600 --> 00:22:53,680
imagine we've had basically 2 
cycles in a year. 

412
00:22:54,400 --> 00:23:01,080
I mean, look at this 28th of 
February, we hit 63 K and we are

413
00:23:01,080 --> 00:23:06,920
the 27th of September and we are
essentially we we just broke 

414
00:23:07,040 --> 00:23:10,160
through that price action again.
It's wild like this 

415
00:23:10,160 --> 00:23:14,840
consolidation is massive. 
Mendo this is I wasn't it Kobe 

416
00:23:14,840 --> 00:23:19,000
that was saying that it compares
it to 2019 and that 2020 and and

417
00:23:19,000 --> 00:23:23,920
what was it like the pole runs 
rate 20252526 point. 6 even 

418
00:23:23,920 --> 00:23:27,040
Yeah, the cycle hadn't. 
His view was the cycle hadn't 

419
00:23:27,040 --> 00:23:30,840
even started yet. 
So they were comparing this 

420
00:23:30,840 --> 00:23:34,880
period to, I believe this one 
here, right. 

421
00:23:35,320 --> 00:23:38,400
I believe they were comparing it
to this period down here. 

422
00:23:38,840 --> 00:23:42,800
Yeah, like this one. 
It's about 212 bars, though it's

423
00:23:42,800 --> 00:23:45,280
not as many, but like they were,
they were they were talking 

424
00:23:45,280 --> 00:23:48,400
about it being like this period 
here or something like that 

425
00:23:48,680 --> 00:23:52,000
here. 
Well, if that's the case, things

426
00:23:52,000 --> 00:23:53,960
are going to get even even 
crazier than we could. 

427
00:23:54,520 --> 00:23:57,640
You could top out like next 
summer or after then double top 

428
00:23:58,000 --> 00:24:00,760
boom like in the in the in in 
the year from now and then and 

429
00:24:01,120 --> 00:24:05,560
then we go back to 0. 
What do we think next cycles 

430
00:24:05,560 --> 00:24:07,960
bottom is going to be like after
we top this cycle? 

431
00:24:07,960 --> 00:24:11,040
Do we think we next cycles 
bottom is going to be last 

432
00:24:11,040 --> 00:24:16,680
cycles Ath 69 K like this area? 
I was going to say like, yeah, 

433
00:24:16,680 --> 00:24:19,480
like 60. 
I feel like it's it's going to 

434
00:24:19,560 --> 00:24:21,840
be in a post ETF world in a 
post. 

435
00:24:22,120 --> 00:24:25,800
Yeah, yeah. 
After this it's hard. 

436
00:24:25,800 --> 00:24:29,480
For me to project. 
Yeah, it's pretty wild. 

437
00:24:29,520 --> 00:24:32,760
Anyways, just quickly rafflebot 
dot XYZ if you want to win one 

438
00:24:32,760 --> 00:24:37,120
of two robot spins today, 
Rafflebot dot XYZ the code is 

439
00:24:37,120 --> 00:24:41,240
bull market, BULLMARKET bull 
market. 

440
00:24:41,560 --> 00:24:42,960
You know, you have to retool the
tourist spaces. 

441
00:24:42,960 --> 00:24:44,080
Follow us. 
All that good stuff. 

442
00:24:44,080 --> 00:24:46,520
Check out FOMO hour. 
Make sure you follow FOMO hour, 

443
00:24:46,520 --> 00:24:48,600
by the way. 
Shoot, did we hit 10K yet? 

444
00:24:49,240 --> 00:24:54,000
Hold on, are you kidding me? 
I think the box got pissed off 

445
00:24:54,000 --> 00:24:56,600
and left. 
Yeah, the bots got pissed. 

446
00:24:57,520 --> 00:25:01,840
Oh well, too bad, suckers. 
Anyways, Tyler, what else did 

447
00:25:01,840 --> 00:25:03,120
we, what did you have for us 
today? 

448
00:25:03,120 --> 00:25:05,560
I mean, what else did we have in
terms of of the topics? 

449
00:25:05,560 --> 00:25:14,640
Let's get into that for a little
bit. 

450
00:25:18,400 --> 00:25:19,720
Yeah, starting with some macro 
headlines. 

451
00:25:19,720 --> 00:25:23,240
So BNY Mellon received official 
approval from the SEC to custody

452
00:25:23,240 --> 00:25:25,800
crypto yesterday. 
That was a big one. 

453
00:25:25,880 --> 00:25:30,200
BlackRock up to $24 billion in 
Bitcoin holdings. 

454
00:25:30,480 --> 00:25:33,440
They are clearly stacking. 
Robin Hood and Revolut are 

455
00:25:33,440 --> 00:25:35,360
considering a stable coin 
launch. 

456
00:25:36,000 --> 00:25:38,000
Person, person news from 
Bloomberg. 

457
00:25:38,040 --> 00:25:40,800
Yesterday, Arbitrum announced 
that circles bridged. 

458
00:25:40,800 --> 00:25:44,240
USDC is now available on all of 
its orbit chains. 

459
00:25:44,520 --> 00:25:46,520
Maxine Waters, we touched on 
this a little bit on yesterday's

460
00:25:46,520 --> 00:25:48,520
show. 
Maxine, she is the House 

461
00:25:48,520 --> 00:25:51,240
Financial Services chair has 
changed her position on crypto, 

462
00:25:51,240 --> 00:25:53,720
saying crypto is the future and 
she wants to start from 

463
00:25:53,720 --> 00:25:57,160
scratching, a sign that more and
more Democrats are going pro 

464
00:25:57,160 --> 00:25:58,880
crypto. 
Then Guggenheim Treasury 

465
00:25:58,880 --> 00:26:02,920
Securities launched the first 
ever digital commercial paper on

466
00:26:03,000 --> 00:26:05,040
Ethereum. 
Continuing this trend of 

467
00:26:05,040 --> 00:26:08,960
tokenizing traditional finance 
instruments in protocol and 

468
00:26:08,960 --> 00:26:11,880
token is Avalanche giving out 
$40 million in direct drafted 

469
00:26:11,880 --> 00:26:15,400
grants to its contributors. 
Animoca Tees a new partnership 

470
00:26:15,400 --> 00:26:18,440
with Lamborghini with more 
information coming on October 

471
00:26:18,440 --> 00:26:19,560
2nd. 
That's next week. 

472
00:26:19,560 --> 00:26:22,720
A Solana deep end project. 
Mawari Network raised $11 

473
00:26:22,720 --> 00:26:24,560
million to scale spatial 
computing. 

474
00:26:24,720 --> 00:26:27,000
We saw Hamster Combat's hamster 
token watch. 

475
00:26:27,000 --> 00:26:29,760
It opened at 660 million market 
cap. 

476
00:26:30,080 --> 00:26:34,160
It has fallen since. 
I saw that 440 million here this

477
00:26:34,160 --> 00:26:37,560
morning though with 131 million 
eligible wallets. 

478
00:26:37,560 --> 00:26:41,760
It was I believe the AirDrop was
described as dust so users not 

479
00:26:41,760 --> 00:26:46,400
super happy polymarket launched 
an election app saying accurate 

480
00:26:46,400 --> 00:26:49,520
real time election forecast at 
your fingertips as they continue

481
00:26:49,520 --> 00:26:52,120
to lean into elections and 
memes. 

482
00:26:52,120 --> 00:26:53,840
We talked about this already, 
but meme coin major is very 

483
00:26:53,840 --> 00:26:57,040
green most up double digits. 
Moon Shot broke its single day 

484
00:26:57,040 --> 00:27:00,320
onboarding record amidst the 
meme coin run and then live 

485
00:27:00,440 --> 00:27:04,840
breaking before the show. 
They have added a new new tab so

486
00:27:04,840 --> 00:27:08,600
folks can see which tokens have 
been recently listened. 

487
00:27:08,600 --> 00:27:10,520
I'll come back to why that's 
important here in a bit. 

488
00:27:10,800 --> 00:27:14,360
Mudang continues its moon 
mission hit $250 million like 5 

489
00:27:14,360 --> 00:27:17,720
minutes ago. 
It's, it just continues to go 

490
00:27:17,720 --> 00:27:21,480
nuts. 
The ruins have had a tremendous 

491
00:27:21,560 --> 00:27:25,000
week. 
Dog up 20%, pups of something 

492
00:27:25,000 --> 00:27:27,760
like 50%. 
So it's green over there and 

493
00:27:27,760 --> 00:27:29,920
we're seeing it trickle down 
into ordinals. 

494
00:27:30,040 --> 00:27:34,720
So while ETH NFTS were slightly 
red on the day, ordinal leaders 

495
00:27:34,720 --> 00:27:39,360
were very green led by pup. 
I saw him up 30% basically at 

496
00:27:39,360 --> 00:27:42,520
.15. 
Nodes are up 10% as well. 

497
00:27:43,240 --> 00:27:45,080
So some nice green over on 
Bitcoin. 

498
00:27:45,680 --> 00:27:47,680
You absolutely love to see that 
you'll see him. 

499
00:27:47,680 --> 00:27:50,880
Tyler. 
The story of this show is going 

500
00:27:50,880 --> 00:27:53,080
to be our come up with pups 
again. 

501
00:27:53,440 --> 00:27:57,480
It's it's we we held together 
through the fucking lowest and 

502
00:27:57,480 --> 00:27:59,400
20 mil. 
We're at 80 something mil. 

503
00:27:59,400 --> 00:28:00,880
We're going to hold it back to 
that. 

504
00:28:01,200 --> 00:28:04,080
And and then this time if it 
goes to 900 million, we're not 

505
00:28:04,080 --> 00:28:05,720
going to be like, oh, but we 
want a billion dollars. 

506
00:28:06,920 --> 00:28:08,680
Oh, I will be. 
This is on you. 

507
00:28:08,960 --> 00:28:13,400
You're 22 X 2X to 1.8. 
Man, you're going to tell us, 

508
00:28:13,720 --> 00:28:17,000
you make us sell that PUP token 
this time around, OK? 

509
00:28:17,280 --> 00:28:21,800
Please, please. 
But seeing the Bitcoin puppets 

510
00:28:21,800 --> 00:28:24,920
at .15 a Bitcoin almost is nice 
because we talked about how 

511
00:28:24,920 --> 00:28:27,280
thick the the floor was, but 
that just didn't matter. 

512
00:28:28,200 --> 00:28:31,000
Clearly, it didn't matter at 
all. 

513
00:28:31,000 --> 00:28:33,640
Seen some violent moves? 
Yeah, like the, the, the move 

514
00:28:33,640 --> 00:28:34,760
on. 
Because The thing is when people

515
00:28:34,960 --> 00:28:37,080
need to realize like this is the
move on puppets, right? 

516
00:28:37,080 --> 00:28:41,400
So it's at .15 right now, but 
bottom bottom range here is is 

517
00:28:41,400 --> 00:28:43,720
the listing. 
So the listings go down and and 

518
00:28:43,720 --> 00:28:45,480
more getting are getting picked 
up. 

519
00:28:45,480 --> 00:28:47,120
It's actually pretty wild how 
it's going up. 

520
00:28:47,120 --> 00:28:48,440
But The thing is that's with 
Bitcoin. 

521
00:28:49,160 --> 00:28:50,600
You know flying at the same 
time. 

522
00:28:50,600 --> 00:28:56,200
So bitcoins up from like a 50K 
ish low right all the way to 66 

523
00:28:56,200 --> 00:29:00,760
K with puppets up like nearly 
100% since then it's pretty 

524
00:29:00,760 --> 00:29:01,080
aggressive. 
I. 

525
00:29:01,800 --> 00:29:06,880
Mean, if I feel like what I 
think the ETH run definitely 

526
00:29:06,880 --> 00:29:10,920
helps fuel the 2021 Ethernet 
surge, right? 

527
00:29:10,920 --> 00:29:14,240
So if Bitcoin's at 90K, it's 
going to be like a massive 

528
00:29:14,240 --> 00:29:17,640
wealth effect. 
Is that the is that the next 

529
00:29:17,640 --> 00:29:19,520
bull case for, for ordinals 
here? 

530
00:29:20,480 --> 00:29:22,560
I mean, clearly we're we're 
seeing a big rebound off the 

531
00:29:22,560 --> 00:29:26,080
bottom right now. 
Asia, Asia loves. 

532
00:29:26,080 --> 00:29:28,280
I mean, the other thing is, I 
mean Asia loves Ordinals, right?

533
00:29:28,720 --> 00:29:31,520
Just that's your boots on the 
ground takeaways from all your 

534
00:29:31,800 --> 00:29:35,480
conferences over there, right? 
I haven't been personally, but 

535
00:29:36,160 --> 00:29:40,400
they just got to shoot STEMI. 
Yeah, I mean, China loves 

536
00:29:40,400 --> 00:29:43,480
quantum cats and node monkeys 
and Bitcoin puppets. 

537
00:29:43,480 --> 00:29:45,800
I mean, I'm not making this up. 
I was at Ordinals Asia in Hong 

538
00:29:45,800 --> 00:29:47,440
Kong, right? 
Like that was just a couple 

539
00:29:47,440 --> 00:29:49,880
months ago. 
You know our Asian creators, 

540
00:29:50,360 --> 00:29:53,320
Doodoo and Steve Ratt and Co, 
like you know, you know them as 

541
00:29:53,320 --> 00:29:55,760
well, man, though, like these 
guys like usually they PFP 

542
00:29:55,760 --> 00:29:58,480
either if it's not a zookie, 
they all have like a quantum cat

543
00:29:58,480 --> 00:29:59,880
or puppets PFP, you know what I 
mean? 

544
00:30:00,400 --> 00:30:02,760
More like a like it's just like 
it's just it's just that right. 

545
00:30:02,760 --> 00:30:06,040
It's like a Zuki is big over 
there and at the end of the day,

546
00:30:06,040 --> 00:30:09,880
like the thesis for me, don't 
like a bear market or like a 

547
00:30:10,120 --> 00:30:12,720
downturn doesn't change my 
thesis on my on things. 

548
00:30:12,720 --> 00:30:17,160
I buy collectibles make sense to
me on the blockchains on the 

549
00:30:17,160 --> 00:30:18,960
blockchain collectibles on 
Bitcoin makes sense to me. 

550
00:30:18,960 --> 00:30:20,720
Therefore I buy the top three 
collections. 

551
00:30:20,720 --> 00:30:23,320
You know what I mean? 
Like it's like thesis doesn't 

552
00:30:23,320 --> 00:30:25,480
change, same thesis that we have
when we fucking bought these 

553
00:30:25,480 --> 00:30:28,800
puppets for like, what the point
O1 Bitcoin, you know what I 

554
00:30:28,800 --> 00:30:30,880
mean? 
Like didn't change just yeah, 

555
00:30:30,880 --> 00:30:32,880
it's more expensive now. 
And yeah, when it hits all time 

556
00:30:32,880 --> 00:30:35,600
high again at .44, will I take 
some profits and some hell yeah,

557
00:30:35,600 --> 00:30:37,840
you know what I mean? 
But and that's because I had the

558
00:30:37,840 --> 00:30:39,480
foresight to buy them and to 
hold them. 

559
00:30:39,760 --> 00:30:41,840
But you know, I don't know. 
I mean, what do you think man, 

560
00:30:41,840 --> 00:30:43,120
though? 
Like, what do you the thesis 

561
00:30:43,120 --> 00:30:45,400
doesn't really change right When
it comes to ordinals and other 

562
00:30:45,400 --> 00:30:50,920
collectibles, even on Ethereum. 
Yeah, I remember 12 months ago I

563
00:30:50,920 --> 00:30:54,880
said the two major themes of 
this cycle would be Solana and 

564
00:30:54,920 --> 00:30:57,320
Ordinals. 
And I, I really felt that for 

565
00:30:57,320 --> 00:31:04,240
the first few months. 
Then directly after runes hit, I

566
00:31:04,240 --> 00:31:07,880
was like this like, because I 
think part of it was the 

567
00:31:07,880 --> 00:31:09,880
expectation. 
It was almost like when AIDS 

568
00:31:09,880 --> 00:31:12,760
waved for mutants, it was like, 
we don't know how big this is 

569
00:31:12,760 --> 00:31:15,120
going to be. 
Like this is going to be game 

570
00:31:15,120 --> 00:31:16,480
changing. 
No one really knew what the tech

571
00:31:16,480 --> 00:31:18,600
was going to be like. 
You know, there was like we had 

572
00:31:18,600 --> 00:31:22,080
BRC 20, but everyone thought 
this could maybe compete with 

573
00:31:22,080 --> 00:31:25,800
Solana for UIUX, or at least 
they just weren't paying 

574
00:31:25,800 --> 00:31:27,080
attention to the fact that it 
wouldn't. 

575
00:31:27,440 --> 00:31:32,440
But I, I, I do think they're 
going to be around. 

576
00:31:32,880 --> 00:31:35,280
I think I prefer the ordinals 
still to the runes though. 

577
00:31:35,760 --> 00:31:42,880
Like for me Bitcoin, there's 
been, you know, there's been 

578
00:31:42,880 --> 00:31:45,720
other attempts at different 
coins on, on, on Bitcoin. 

579
00:31:45,720 --> 00:31:49,960
I do think the, the native NFTS 
angle will probably be around 

580
00:31:49,960 --> 00:31:51,520
for a long time. 
And I think people like that, 

581
00:31:51,520 --> 00:31:54,920
the rare sats that sort of 
stuff, like I just get the 

582
00:31:54,920 --> 00:31:57,560
feeling of the Bitcoin 
communities more, they're more 

583
00:31:57,560 --> 00:32:00,040
collectors than they are shit 
coiners. 

584
00:32:00,960 --> 00:32:03,960
So I I feel like that that's why
it might be better. 

585
00:32:04,480 --> 00:32:07,400
Sure, I think it's fair. 
Also like the training 

586
00:32:07,400 --> 00:32:08,880
experience for rooms is just not
good. 

587
00:32:11,600 --> 00:32:13,040
Exactly. 
You're basically turning them 

588
00:32:13,040 --> 00:32:15,560
like in a tease. 
My view is I feel like, you 

589
00:32:15,560 --> 00:32:18,920
know, BRC 20 has had, they had 
like their random runs, right? 

590
00:32:19,120 --> 00:32:22,040
And I feel like we're going to 
wake up one day and Binance is 

591
00:32:22,040 --> 00:32:24,280
going to list the ruins and 
we're probably going to have 

592
00:32:24,280 --> 00:32:26,160
like another big mini. 
We're going to have another 

593
00:32:26,160 --> 00:32:28,800
mini. 
Coming out, you know, and one of

594
00:32:28,800 --> 00:32:31,520
the top one of the top gainers 
in 24 hours. 

595
00:32:31,520 --> 00:32:33,360
Mando, you're not you're 
familiar with this one is 

596
00:32:33,360 --> 00:32:36,840
already like literally we're on 
23456. 

597
00:32:36,880 --> 00:32:39,840
The 7th top gainer on 24 hours 
is already where? 

598
00:32:39,920 --> 00:32:41,880
Is it now? 
It's $41.00. 

599
00:32:41,880 --> 00:32:44,240
I mean, yeah, it's down 50% from
the highs, but it's not create 

600
00:32:44,240 --> 00:32:46,000
actually never really was over 
60. 

601
00:32:46,000 --> 00:32:48,920
Not long, it's not that bad. 
If you know what it's actually, 

602
00:32:49,240 --> 00:32:51,440
hold on it. 
It never really. 

603
00:32:51,840 --> 00:32:53,400
It's 80 million. 
Yeah. 

604
00:32:53,400 --> 00:32:56,440
Do you know what? 
That's actually not a bad trade 

605
00:32:56,440 --> 00:32:59,120
here again. 
I mean, here I would just put 

606
00:32:59,120 --> 00:33:02,480
13%. 
I'm sorry, but I mean like, no, 

607
00:33:02,560 --> 00:33:06,920
no. 
Yeah, I think I think the best 

608
00:33:06,920 --> 00:33:11,000
way to trade drones is to trade 
them on a centralized exchange. 

609
00:33:11,080 --> 00:33:13,880
The best way to trade BLC 20s on
a centralized exchange. 

610
00:33:14,240 --> 00:33:19,720
Trying to trade these on unisats
is like trying to peel out your 

611
00:33:19,720 --> 00:33:22,680
own eyeballs. 
Like I think I think the reason 

612
00:33:22,680 --> 00:33:24,840
why already even stayed relevant
is because it managed to get 

613
00:33:24,840 --> 00:33:28,560
that that sex listing. 
So I agree with Tyler's take 

614
00:33:28,560 --> 00:33:30,360
there. 
I think maybe we do get a bit of

615
00:33:30,360 --> 00:33:34,720
a run if if dog or. 
Do dog is killing it. 

616
00:33:35,280 --> 00:33:37,560
But one of these guys might get 
listed right so. 

617
00:33:38,280 --> 00:33:40,640
I mean, dog surely would be the 
first listing, right? 

618
00:33:41,240 --> 00:33:43,680
I don't have any. 
I'm just so I'm just there's 

619
00:33:43,680 --> 00:33:46,240
this like unbiased. 
Wow, the market cap of those. 

620
00:33:46,880 --> 00:33:51,400
That still shocks me honestly. 
Mendel there's none of them. 

621
00:33:51,880 --> 00:33:54,560
Like it's literally like, like 
there's so much room to run 

622
00:33:54,560 --> 00:33:55,880
across a lot of them, but just 
still very. 

623
00:33:55,880 --> 00:33:59,000
I would only buy dog. 
Look at Audi. 

624
00:33:59,000 --> 00:34:01,200
Look at the other BRC 20s that 
aren't Audi man. 

625
00:34:01,400 --> 00:34:05,080
Like they are nowhere. 
I think just buy the buy the top

626
00:34:05,080 --> 00:34:06,720
one, don't bother with the 
others. 

627
00:34:06,720 --> 00:34:08,679
I look at dog, it has 90,000 
holders too. 

628
00:34:10,159 --> 00:34:12,639
Not not that the others might 
have their own specific story on

629
00:34:12,639 --> 00:34:15,880
that sort of shit, but like just
buy the one that might might 

630
00:34:15,880 --> 00:34:18,719
make it that will get listed 
and. 

631
00:34:19,080 --> 00:34:21,960
I would rather you say pups. 
I do them say RSIC. 

632
00:34:22,639 --> 00:34:25,000
Respectfully. 
But you know what? 

633
00:34:25,440 --> 00:34:27,920
No one's listing RSICI can tell 
you that right now. 

634
00:34:28,840 --> 00:34:31,199
That billion dollar cat has been
doing well too over there. 

635
00:34:31,199 --> 00:34:33,560
So it's like if you had to pick 
it's, it's just kind of like 

636
00:34:33,560 --> 00:34:35,679
the, like the. 
The volume thing there right, 

637
00:34:35,760 --> 00:34:38,920
it's a volume thing like look at
the volume going through RSIC 

638
00:34:39,600 --> 00:34:42,800
right that's that's that's what 
Epic did yesterday that's. 

639
00:34:43,639 --> 00:34:46,280
True. 
Right, Finance ain't listing 

640
00:34:46,280 --> 00:34:48,080
Epic either. 
Well, at least not right now. 

641
00:34:48,080 --> 00:34:50,360
So 100. 
And 55 K, it's true, Mandy, you 

642
00:34:50,360 --> 00:34:52,760
need to you need to lock into 
the to the Binance cabal or 

643
00:34:52,760 --> 00:34:55,000
something and get that going. 
Look, I I actually know what my 

644
00:34:55,199 --> 00:34:57,880
do you. 
I don't hate this like. 

645
00:34:59,960 --> 00:35:03,120
Audi could run but it's probably
not my number one play though. 

646
00:35:03,120 --> 00:35:07,840
Obviously, Yeah, yeah. 
Out of the top 50 coins, what 

647
00:35:07,840 --> 00:35:12,080
would you buy right now? 
Let's look at them all together.

648
00:35:12,080 --> 00:35:14,600
I mean, Tyler, you 2, let's look
at the top 50. 

649
00:35:14,600 --> 00:35:20,360
So let's go down the that. 
Post that post from Raul and 

650
00:35:20,360 --> 00:35:24,200
Anson went viral yesterday. 
He just went through like his 

651
00:35:24,200 --> 00:35:27,720
top trades at the moment. 
Yeah, you can look through. 

652
00:35:27,720 --> 00:35:29,520
It this one right? 
Yeah. 

653
00:35:30,480 --> 00:35:34,520
Main game Soul, our performer on
game game adoption, Suey memes, 

654
00:35:34,520 --> 00:35:37,000
SCF and doge. 
And then he's been buying 

655
00:35:37,000 --> 00:35:39,480
obviously culture entities like 
what's your, what's your main 

656
00:35:39,480 --> 00:35:42,560
game, which outperformer gaming 
adoption, which it means. 

657
00:35:42,760 --> 00:35:47,360
My main game is Solana, has been
since November. 

658
00:35:47,360 --> 00:35:51,880
Not going to change the cycle my
outperforming gaining of 

659
00:35:52,000 --> 00:35:54,400
adoption gaining it. 
What does it mean? 

660
00:35:54,560 --> 00:35:57,920
Outperformer gaining adoption. 
It's like a new L1 like. 

661
00:35:58,040 --> 00:36:00,160
Yeah, it could be anything 
really. 

662
00:36:01,520 --> 00:36:05,240
I mean, I I see that I see that 
as a memes as well, right? 

663
00:36:05,520 --> 00:36:08,160
Like, so I don't really have 
outperformer team option. 

664
00:36:09,120 --> 00:36:11,800
So we like, I mean like. 
I'm not here for the tech, I'm 

665
00:36:11,800 --> 00:36:13,160
not here for the tech. 
I'm just here. 

666
00:36:13,360 --> 00:36:15,840
Solanas tech is good enough for 
me and what's being built in 

667
00:36:15,840 --> 00:36:17,360
theorem is good enough for what 
I'm building. 

668
00:36:17,360 --> 00:36:18,720
Like I don't know, I mean like 
I'm good. 

669
00:36:20,400 --> 00:36:23,400
Sui is great though and and and 
and what they're building is 

670
00:36:23,400 --> 00:36:26,680
awesome but such as memes. 
Main games sold the memes Nog 

671
00:36:26,680 --> 00:36:29,960
like that's it. 
For me, I love I love someone in

672
00:36:29,960 --> 00:36:32,200
the comments that said, what if 
my answer to all four categories

673
00:36:32,200 --> 00:36:34,560
is Moodang? 
That's the right answer, I 

674
00:36:34,560 --> 00:36:35,880
think. 
That's the right answer. 

675
00:36:36,000 --> 00:36:37,000
I mean, it's not about two 
times. 

676
00:36:37,000 --> 00:36:38,080
No. 
The thing is, for me it's like, 

677
00:36:38,840 --> 00:36:42,440
yeah, but you know, I don't 
know, like. 

678
00:36:43,120 --> 00:36:45,920
I'll good mind I think main game
I still like sold the most to 

679
00:36:46,040 --> 00:36:51,560
outperform I think performers 
I'll probably go like tower con 

680
00:36:52,080 --> 00:36:55,560
is what I probably put there and
then memes I've got. 

681
00:36:56,080 --> 00:37:03,200
I'd say with booting. 
Booting is not top 50, but it'll

682
00:37:03,200 --> 00:37:06,440
be there soon enough. 
I mean, all these people, all 

683
00:37:06,440 --> 00:37:08,320
these are getting booted from 
top 50 this cycle. 

684
00:37:08,320 --> 00:37:10,800
Like, there's going to be not 
RBR but not optimism. 

685
00:37:10,800 --> 00:37:13,000
I think there's obviously a 
whole, but like a lot of this 

686
00:37:13,000 --> 00:37:16,240
shit. 
Like, why is this all like top? 

687
00:37:16,480 --> 00:37:20,880
Yeah, I mean, like, there's 
memes that I don't know that do 

688
00:37:20,880 --> 00:37:24,360
much more than that and people 
actually care for them, you 

689
00:37:24,360 --> 00:37:26,720
know? 
I don't know. 

690
00:37:26,720 --> 00:37:28,320
I mean, let's talk about moon 
shot for a second, right? 

691
00:37:28,320 --> 00:37:31,040
Like you guys both report on 
moon shot in your respective 

692
00:37:31,040 --> 00:37:33,080
letters like. 
So there's a new trading 

693
00:37:33,080 --> 00:37:36,320
strategy. 
So the new a new degen trading 

694
00:37:36,320 --> 00:37:40,560
strategy is so tokens have been 
pumping off of moon shot 

695
00:37:40,560 --> 00:37:45,280
listings. 
So now oh God, great great poll.

696
00:37:46,080 --> 00:37:51,720
I can't believe 31% people said 
no, but so, so people have been 

697
00:37:51,720 --> 00:37:56,280
trying to figure out how do you 
like build APIs to, to figure 

698
00:37:56,280 --> 00:38:00,520
out when tokens get launched on 
moon shot the app. 

699
00:38:00,560 --> 00:38:03,080
And now just this morning they 
launched a new tab where I think

700
00:38:03,400 --> 00:38:06,640
the idea is where, where you 
will be able to, to see that. 

701
00:38:07,640 --> 00:38:11,640
I, I tested out that the theory 
yesterday, a pound dog was a new

702
00:38:11,640 --> 00:38:15,920
token that got listed on moon 
shot and it jumps like 100%. 

703
00:38:16,880 --> 00:38:18,600
You know, it's one of those 
like, I don't know, I'm not 

704
00:38:18,600 --> 00:38:21,520
putting like a whole lot of 
weight behind that, but I mean 

705
00:38:21,520 --> 00:38:24,480
it, it's interesting people who 
like, I've got some buddies who 

706
00:38:24,480 --> 00:38:27,440
use it and they love the, the 
user experience. 

707
00:38:27,760 --> 00:38:30,320
Like once you've got money on 
there, I think that the easiest 

708
00:38:30,320 --> 00:38:34,920
way is to send USDC. 
I, I haven't personally loaded 

709
00:38:34,920 --> 00:38:35,800
up. 
I don't want to do a whole lot 

710
00:38:35,800 --> 00:38:38,920
of mobile trading myself. 
There's there's proper money 

711
00:38:38,920 --> 00:38:41,840
behind this app like this isn't.
I know it's a bit mysterious 

712
00:38:41,840 --> 00:38:44,840
about how the the the big, big 
money has been coming to build 

713
00:38:44,840 --> 00:38:48,960
this app and do do the different
Fiat on ramps. 

714
00:38:50,440 --> 00:38:53,680
So I think moon it'll be around 
this. 

715
00:38:54,640 --> 00:38:56,720
I think they're going to try and
build quite a lot off the back 

716
00:38:56,720 --> 00:38:58,040
of it. 
Yeah, they have moon phase, you 

717
00:38:58,040 --> 00:39:01,320
know, you know, pushing it very 
hard as well. 

718
00:39:02,160 --> 00:39:03,600
Yeah. 
So moon phase obviously 

719
00:39:03,600 --> 00:39:07,720
integrated for the on ramp, but 
yeah, the the trade is to do to 

720
00:39:07,720 --> 00:39:10,440
do to buy anything that gets 
listed or anything that they 

721
00:39:10,440 --> 00:39:12,400
like flag. 
A lot of people are doing it and

722
00:39:12,400 --> 00:39:15,000
Mudang's obviously been their 
main, their main winner 

723
00:39:15,000 --> 00:39:20,600
recently. 
I I think it's so difficult. 

724
00:39:20,600 --> 00:39:22,480
But if I was to do that list 
from before, I think I'd do 

725
00:39:22,480 --> 00:39:26,000
Bitcoin. 
Bitcoin is the main game right 

726
00:39:26,000 --> 00:39:28,720
now. 
Tau, I think it's got the best 

727
00:39:28,720 --> 00:39:31,560
shot now at the top 50 just 
because I just think it's got a 

728
00:39:31,560 --> 00:39:33,400
narrative that will be really 
strong Memes. 

729
00:39:33,400 --> 00:39:40,160
Pepe Pepe mug epic, obviously, 
but Alice Solana memes like the 

730
00:39:40,400 --> 00:39:42,400
memes. 
I can't even imagine being here 

731
00:39:42,400 --> 00:39:44,560
in a cycle. 
It might sound weird but it'd be

732
00:39:44,560 --> 00:39:47,200
something like retardio like if 
I was to play some. 

733
00:39:47,280 --> 00:39:49,760
I just feel like it's a multi 
cycle meme like. 

734
00:39:49,760 --> 00:39:54,400
But with is kind of like yeah. 
No, I'm talking about something 

735
00:39:54,400 --> 00:39:59,240
which is under 100 million here.
This is not a bad chart. 

736
00:40:01,400 --> 00:40:06,440
Under 100's a tough game. 
It's so PvP under 100 bro. 

737
00:40:06,520 --> 00:40:10,240
Keep going back to Zen. 
Yeah, because it's the most 

738
00:40:10,280 --> 00:40:13,560
cultural 1. 
Very cultural like for whatever 

739
00:40:13,560 --> 00:40:16,600
reason, like I had whales pumped
it in the first run. 

740
00:40:16,800 --> 00:40:19,200
It hasn't really rebounded yet. 
That's not the right one. 

741
00:40:19,520 --> 00:40:21,040
What? 
What chain is Zen on? 

742
00:40:21,240 --> 00:40:23,920
It's on Eve. 
Interesting. 

743
00:40:25,240 --> 00:40:29,840
I just don't know how many of 
these names like after in that, 

744
00:40:29,840 --> 00:40:33,080
that was such a good thing where
where we said like, oh, which of

745
00:40:33,080 --> 00:40:34,520
the B&B coins are still 
relevant? 

746
00:40:34,600 --> 00:40:38,520
The only B&B there's, there's 
basically none that are still 

747
00:40:38,520 --> 00:40:40,600
relevant, right. 
So in three years time, what 

748
00:40:40,600 --> 00:40:41,680
actually is going to be 
relevant? 

749
00:40:41,960 --> 00:40:43,960
Mog's done a really good job at 
that because it's now like 

750
00:40:43,960 --> 00:40:45,720
cryptoculture. 
I think you got to look for 

751
00:40:45,720 --> 00:40:47,320
coins which become like 
cryptoculture. 

752
00:40:48,280 --> 00:40:53,360
Yeah, I mean, you know, what's 
how's Michi doing? 

753
00:40:53,360 --> 00:40:54,960
Someone commented. 
Michi, I don't even know. 

754
00:40:54,960 --> 00:40:56,600
Let me see. 
It's like a. 140 million, it's 

755
00:40:56,600 --> 00:40:58,800
one of the best members of. 
The world 120 right now, but 

756
00:40:58,800 --> 00:41:00,840
yeah, it was there. 
Mother too. 

757
00:41:00,840 --> 00:41:06,760
Now let's go check out. 
Actually, I want to check 

758
00:41:06,760 --> 00:41:10,400
something. 
Let's go to Pump Fun and let's 

759
00:41:10,400 --> 00:41:14,240
check. 
What are the one second? 

760
00:41:15,840 --> 00:41:19,360
Let's check What are the top? 
How do you check the top? 

761
00:41:19,360 --> 00:41:23,880
Pump Fun tokens by my cat. 
Who? 

762
00:41:23,880 --> 00:41:28,000
Dang #1 Michi Mother, what's 
that? 

763
00:41:28,000 --> 00:41:31,240
Tady waity. 
I don't know what How's frog? 

764
00:41:31,240 --> 00:41:34,400
Good Frog and Billy, do we 
think? 

765
00:41:34,960 --> 00:41:37,520
There's some legit the the the 
pump coins have had. 

766
00:41:37,520 --> 00:41:39,600
Nice run here. 
It's a good week. 

767
00:41:39,960 --> 00:41:44,080
Log obviously it had its big, 
big run, so maybe you have to 

768
00:41:44,080 --> 00:41:46,560
wait for a cool off, but I like 
it. 

769
00:41:46,800 --> 00:41:48,200
This is Billy. 
Wow, Billy's. 

770
00:41:49,080 --> 00:41:52,160
It's hanging around. 
It's hanging around, could be a 

771
00:41:52,160 --> 00:41:55,520
sleeper, but you never know. 
So this SCF, right, that's 

772
00:41:55,520 --> 00:41:58,680
obviously Raul's play. 
Let's see how it's doing. 

773
00:42:01,760 --> 00:42:05,960
But see out of all the following
and obviously like maybe it's a 

774
00:42:05,960 --> 00:42:08,680
bias because that's the homie, 
but like I still I'll take this 

775
00:42:08,680 --> 00:42:12,320
over all of them over the last 
four we showed I bought. 

776
00:42:13,280 --> 00:42:14,720
Some. 
I bought some Epic yesterday. 

777
00:42:16,480 --> 00:42:19,680
Like. 
In terms of like the the sub 10 

778
00:42:19,680 --> 00:42:22,080
mil, like I literally like I 
think I told my little brother 

779
00:42:22,080 --> 00:42:25,440
yesterday, like if he wants to 
buy a little like not go too too

780
00:42:25,440 --> 00:42:28,520
big and like have a little back 
for potential, like Richard, I 

781
00:42:28,520 --> 00:42:30,280
told him to buy a little bit of 
epic like straight up. 

782
00:42:30,280 --> 00:42:33,520
Have you so someone told me this
website today which is called 

783
00:42:34,040 --> 00:42:36,520
Jeep Jeet Screener. 
Have you seen this 

784
00:42:38,120 --> 00:42:40,760
jeetscreener.com? 
Hold on, this is amazing. 

785
00:42:40,760 --> 00:42:43,800
What is that? 
Jeetscreener.com. 

786
00:42:46,280 --> 00:42:47,920
Yeah, I'm on it. 
And So what about? 

787
00:42:48,920 --> 00:42:53,880
So you can like sort them by 
like supplying giga diamond 

788
00:42:53,880 --> 00:42:57,400
hands, supplying diamond hands. 
Oh, it's a screenshot you posted

789
00:42:57,400 --> 00:42:59,840
this this morning. 
I was wondering what that was 

790
00:43:01,120 --> 00:43:03,120
so. 
What are the best coins on here?

791
00:43:03,920 --> 00:43:08,200
With with, it's crazy like how 
people have just they've, 

792
00:43:08,640 --> 00:43:10,200
they've held it. 
That's the certain. 

793
00:43:10,440 --> 00:43:13,960
Average days held 94. 
How crazy is? 

794
00:43:13,960 --> 00:43:21,800
That 92% diamond handed Jesus. 
There's like. 

795
00:43:22,160 --> 00:43:23,960
For me. 
Sort it by market cap. 

796
00:43:23,960 --> 00:43:26,200
Sort it by market cap now and 
you get a better sense. 

797
00:43:26,280 --> 00:43:27,680
Show me this. 
Where do I go? 

798
00:43:27,680 --> 00:43:30,160
So market cap here, OK. 
So we're by market cap now 

799
00:43:30,160 --> 00:43:32,360
let's. 
That's not by Oh yeah, it is 

800
00:43:32,360 --> 00:43:33,880
yeah. 
Now look at look at that look 

801
00:43:33,880 --> 00:43:39,120
across there now like the amount
in diamond hands of width is 58%

802
00:43:39,120 --> 00:43:42,080
Podcast 57 like some of these 
coins. 

803
00:43:42,400 --> 00:43:45,120
I don't know. 
I like this. 

804
00:43:45,160 --> 00:43:47,000
I like this because this is kind
of the stuff that. 

805
00:43:48,280 --> 00:43:50,320
Interesting. 
That what's his face has been 

806
00:43:50,320 --> 00:43:54,560
talking about Murad despite his 
crazy valuations. 

807
00:43:54,560 --> 00:43:56,960
But this is good. 
Like what I would say is if 

808
00:43:56,960 --> 00:44:00,240
you're looking at meme coins 
completely independent of epic, 

809
00:44:00,360 --> 00:44:01,280
but I think this is a good 
website. 

810
00:44:01,360 --> 00:44:04,000
You do get a very good sense of 
like if some money comes into 

811
00:44:04,000 --> 00:44:08,840
it, what will do well. 
Hmm, interesting. 

812
00:44:11,680 --> 00:44:13,520
Yeah, it can only go up with 
holders that are too dumb to 

813
00:44:13,520 --> 00:44:14,440
sell. 
I agree with that tie. 

814
00:44:14,440 --> 00:44:19,800
I said I need a message tie. 
Speaking of holders that are too

815
00:44:19,800 --> 00:44:23,760
dumb to sell, I'm just kidding. 
Tie Anyways. 

816
00:44:23,840 --> 00:44:24,480
OK, that's cool.
