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Yo what up what up good morning 
good morning GMG Monday babe 

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Monday June 9th 2025 I got 
another beautiful day to have a 

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beautiful day. 
I got my Co host in the house 

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highly Mando good morning good 
morning how you guys doing 

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today? 
Good. 

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Morning, brother, How are you? 
Fantastic ish. 

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You know I'm fucking hurting. 
You're. 

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Like a little red. 
Shut up. 

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I'm, I'm, I'm in pain. 
I, I, I, I, I like, I went to 

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the gym real quick right now and
I had barely time to eat before 

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the show. 
So I haven't had to put my cream

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on. 
So I might, I might put some 

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cream on my face and my body 
while you guys talk about the 

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market today. 
I'm I'm burning what a dude. 

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That was like a like a rock pool
sort of thing. 

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Like I I was not expecting this 
to hit like that. 

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Rug by the Sun Canada man goes 
to the beach for the first time.

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Dude, I, I got used to like I, 
this is like my first like beach

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session since Ibiza last summer.
So you got to, you got to know 

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that, you know, like I haven't 
gotten much sun actually in 

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Dubai. 
I was inside all day long 

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because I was so busy. 
So I didn't really get sun until

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like since like last beginning 
of August last. 

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So I'm, I'm I'm in pain. 
Anyways, SPF. 

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This is going to be my new token
SPF 770. 

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You know, put some, put some SPF
70 if you were planning on 

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having a euro summer everyone, 
because the sun is is hitting 

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over here and it's tricky. 
It's tricky. 

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You think the wind's going to 
make you cool, but the sun is 

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hitting anyways. 
Tyler, how you doing today? 

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I'm good. 
We we went to the beach 

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yesterday as well, didn't get 
quite as sunburned as as you 

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did, luckily for us. 
And then I woke up this morning 

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and Bitcoin was over 107 K. 
So like a nice little week here 

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in front of us. 
Yeah, it's a it's nice. 

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You know, the craziest part is 
my face is the least red part of

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my body right now. 
So, and the least painful part 

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of my body because I had just a 
special cream for my face. 

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It's it's not the parts you 
think because we're wearing a 

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bathing suit. 
But you know, like I'm like I'm 

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cooked. 
It's it's the first time I burn 

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like this. 
Like I'm usually the guy at the 

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beach. 
Just like, yo, you got to put 

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your fucking SPF 90 on. 
I'm usually the grandma at the 

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beach. 
But yeah, usually the wind. 

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The wind got you, man. 
Oh, fuck, and the cold ass water

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too, dude. 
I don't know. 

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Anyways, anyways, today on the 
show today, we'll do a little 

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weekend recap. 
It's looking good, boys. 

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It's looking good. 
We can recap a lot of news. 

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Let's talk about the markets. 
I mean circle. 

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Damn more IPO is on the way for 
sure. 

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Plasma, half a billion dollars, 
dude. 

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Oh my God, dude, that's insane. 
Some more news everywhere. 

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So stock markets and markets, 
you know, very, very, very hot. 

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Let's put it that way. 
I would, some would say red hot 

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for rock red hot. 
That's what I would say. 

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I would not for rock red 
candles, but then for rock red 

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hot in terms of in terms of the 
market, Tyler's top 100, top 

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news, all all that good stuff. 
I'm sure he's got a lot to cover

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00:03:24,840 --> 00:03:28,960
with us today. 
And then a giveaway FOMO hour, 

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thecodeheat.com. 
We'll give you a code during the

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show and, and make sure you sign
up using the FOMO hour sign up 

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code and make sure your account 
is public, please, so that we 

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can pick you, but also that, 
that, that you have at least 

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placed a bet on the platform in 
order to be eligible or else the

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same people going to win every 
weekend. 

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Good for them. 
But make sure that you you do 

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that if you want to have a 
chance to win a prize that we 

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00:03:57,440 --> 00:04:00,960
give away every single day on 
this show. 

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00:04:00,960 --> 00:04:04,400
And then last without least, 
this show is powered. 

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This show is powered by wallet 
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Follow wallet connect on X and 
Telegram to stay ahead of what's

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next. 
But also we picked up a new 

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rolling sponsor here on the 
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Love to see that Kraken pro 
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They were so back. 
Shout to Kraken pro. 

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Damn I I love that Kraken's 
back. 

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I I re I use Kraken all the 
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It's my only exchange. 
I really fuck with them. 

90
00:04:58,400 --> 00:05:01,160
So I'm really happy about with. 
Anyways, Mando, up to you. 

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The man back, old daddy of the 
man. 

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Can you dig it? 
GM everyone, we've had a decent 

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day. 
It feels like it was shaping up 

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to be a bit of an uneventful 
weekend. 

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And then Bitcoin started to edge
higher and then this morning 

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edged all the way up to where is
it right now, like 108 Ki. 

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Haven't even refreshed it yet. 
One O 7 four. 

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One O 7 four so decent level 
Bitcoin dominance is up very 

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marginally, but this has just 
been there's been a decent rally

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across the board in in altcoins 
too. 

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There wasn't really any like 
amazing news over the weekend, 

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but we'd always have that big 
sell off because of Elon versus 

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Trump seemingly. 
Which made no sense, by the way.

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Yeah. 
And then but we seem to have 

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reversed all of that now and 
seem to be heading a little bit 

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higher. 
There were some like trend lines

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that seem to have been broken on
Bitcoin, which people get 

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bullish. 
We're getting bullish about 

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including James Winn, but all 
I've really seen is big. 

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Game Big Game James. 
It's more Bitcoin treasury news 

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and yeah, it's a continual 
stream of people coming in to 

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buy Bitcoin. 
We've seen on the ETFs, it's 

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been a bit more measured less, 
less important to ETFs. 

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It's definitely been the 
stronger for the ETFs. 

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But it definitely feels like 
crypto. 

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Yeah, it's, it's, it doesn't 
feel like it's falling out of 

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bed here with the amount of 
people coming in saying they're 

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going to buy the big news today 
in a more, I wouldn't say micro 

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basis, but on smaller projects, 
you have Plasma, which is very 

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oversubscribed ICO that's coming
out. 

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I think it just came out, right.
Is that right, Tyler? 

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It just happened. 
It was the pre deposits to get 

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you to the ICO so you had to 
deposit today to get access. 

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Wow. 
OK, so they just, they just 

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smashed through it. 
Yeah, it sold out in the first 

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block, actually, Yeah. 
Wow. 

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OK, so they it's. 
ICO season boys. 

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Yeah, this is, this is Kobe's 
platform where we see Sonar, 

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which is doing doing this. 
And it feels that we're going to

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see a ton more on on the back of
this, right? 

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Oh yeah. 
Feels like I see, yeah, I see a 

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season. 
Is is definitely. 

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Back and people thought they 
wouldn't be an I Alcorn season. 

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Let me tell you brother, I got 
news for you. 

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This is literally insane. 
Look at this $500 million public

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sale. 
In seconds. 

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That's a little misleading. 
So, so basically, So what 

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happened is Plasma Foundation, 
they opened up deposits. 

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It's it's going to be a stable 
coin blockchain with, with yield

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and all that. 
So you're depositing stables 40 

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day lock up. 
Based on how much you deposited,

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you get prorated access to the 
ICO raising 50,000,500 million 

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FTV. 
Got it. 

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I see. 
Yeah, Just be very clear, the 

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sales don't happen yet. 
Sales will never change. 

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We full stop. 
OK, that's good. 

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That's good to know. 
Anyways, market wise, I mean, 

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Manda, we're looking good, 
right? 

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170 Bitcoin had a big close 
yesterday. 

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We're looking good. 
I I would say that that ICO 

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thing is is is pretty bullish. 
Seems like a crazy thing. 

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Someone paid 43 ETH in gas fees 
to successfully deposit 10 

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million USDC into plasma. 
It will pay us. 100 grand to put

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money on plasma. 
It's. 

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So bullish. 
And I don't know that matter is 

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an interesting one if it comes 
back. 

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Definitely an interesting one if
it comes back. 

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I think we managed to close the 
week green too. 

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Like that's, that's crazy 
because we it was looking quite 

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red last week. 
Yeah, I feel like Bitcoin is 

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going to have another run at all
time high this week. 

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Yeah, that's just. 
It's my gun. 

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For sure. 
Macro wise, we have CPI, we have

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PPI, which are both inflation 
metrics. 

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The main thing is that the 10 
year and 30 year continue to go 

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higher. 
We're hitting the the highs 

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since the financial crisis now 
on some of these bond yields. 

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So nothing's broken yet, but 
that that remains a little bit 

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of a worry I would say, but the 
market isn't really isn't really

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reacting like it worries. 
It's worried too much. 

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Yeah, we have stocks slightly 
higher again today. 

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Stocks are at their higher sales
since February. 

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We're close to all time eyes 
again across the board. 

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Wow, yeah, that's incredible. 
These high bond yields haven't 

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really affected much. 
Tesla's down a little bit again 

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today in that back and forth. 
It seems the Washington Post ran

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a story that well, Steve Bannon 
said that they would actually go

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into a fight Besson and. 
I saw Tyler talk about that. 

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Pretty, it's pretty wild, but 
Trump basically said I'm done 

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with Elon as well again over the
weekend. 

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00:10:28,240 --> 00:10:30,920
There's nothing more to say so. 
And Elon deleted all his tweets 

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00:10:30,920 --> 00:10:32,240
and he's not supporting Trump 
again. 

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00:10:32,280 --> 00:10:37,120
Seemingly he fucked up. 
Yeah, I wouldn't want to get 

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into a fight with the president 
of the United States. 

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00:10:39,320 --> 00:10:41,080
Let's put that one. 
There's richest man in the 

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00:10:41,080 --> 00:10:43,000
world, but then there's more 
powerful man in the world. 

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00:10:43,320 --> 00:10:46,960
And you know, whether Elon is 
right or wrong about the the 

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00:10:46,960 --> 00:10:48,640
bill doesn't matter. 
The other day, you don't 

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00:10:48,680 --> 00:10:51,080
publicly beef with the president
of the United States of America.

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00:10:51,760 --> 00:10:56,080
Yeah, power is. 
Power is power, I think. 

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00:10:57,160 --> 00:11:00,520
Ladies and gentlemen, you got a 
lesson last week in Powernomics.

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00:11:02,520 --> 00:11:05,480
You know, you don't fuck with 
power, you know. 

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00:11:05,480 --> 00:11:08,280
So anyways, all right, so you 
said there's some data coming. 

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00:11:08,280 --> 00:11:09,800
PPI is all stuff. 
Is that this week's matter? 

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00:11:09,800 --> 00:11:10,840
Is is that something? 
To pay attention. 

196
00:11:10,880 --> 00:11:13,400
It's not so it's not a small 
week for dating. 

197
00:11:13,400 --> 00:11:15,760
We have some stuff that could 
move the market a little bit. 

198
00:11:15,760 --> 00:11:20,240
Let's see. 
Let's see what happens. 

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00:11:20,800 --> 00:11:22,160
All right, perfect. 
Well, good. 

200
00:11:22,240 --> 00:11:23,360
That's good. 
On the market side, look, we 

201
00:11:23,360 --> 00:11:25,240
have a heavy Newsday. 
So Tyler, we'll just go to you 

202
00:11:25,240 --> 00:11:28,360
right now and have a couple 
carbs, 0 plasma circle on the 

203
00:11:28,360 --> 00:11:31,600
other stuff because there's a 
lot going on food really, NFT 

204
00:11:32,160 --> 00:11:37,640
and cryptoanalysis. 
Tyler T on FOMO our cause the 

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00:11:37,760 --> 00:11:42,920
kids. 
Can yeah folks crypto majors 

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00:11:42,920 --> 00:11:46,960
green and running this morning 
amidst US China trade talks 

207
00:11:46,960 --> 00:11:51,600
ongoing Bitcoin up 2% one O 7 
five eats up one percent 2530 

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00:11:51,600 --> 00:11:58,400
Seoul hanging out where is 154. 
We had the ETF's 15 day inflow 

209
00:11:58,400 --> 00:12:02,680
streak through Friday, 837 
million in net inflows across 

210
00:12:02,680 --> 00:12:05,200
that time. 
So that's a pretty strong streak

211
00:12:05,200 --> 00:12:06,360
right there. 
Especially I missed some 

212
00:12:06,360 --> 00:12:07,920
weakness on the Bitcoin side of 
things. 

213
00:12:08,360 --> 00:12:10,920
Sailor, he's back. 
He announced that they bought 

214
00:12:10,920 --> 00:12:14,240
110 million in Bitcoin in the 
past week, including some 

215
00:12:14,240 --> 00:12:16,040
weekend buys. 
He doesn't always go into the 

216
00:12:16,040 --> 00:12:17,800
weekend, so that was interesting
to see. 

217
00:12:18,280 --> 00:12:21,000
In other headlines, we had the 
Trump team come out and say 

218
00:12:21,000 --> 00:12:22,720
their Trump wallet has been 
shelved. 

219
00:12:23,120 --> 00:12:25,480
Eric Trump confirmed the 
official Trump meme coin law 

220
00:12:25,480 --> 00:12:28,200
will not launch due to a 
branding clash with World 

221
00:12:28,200 --> 00:12:30,000
Liberty Five. 
He also announced support for 

222
00:12:30,000 --> 00:12:33,440
that Trump meme coin. 
Saw a brief pump, but it wasn't 

223
00:12:33,440 --> 00:12:37,200
super long lasting. 
Jim and I confidentially filed 

224
00:12:37,200 --> 00:12:41,360
for an IPO following that Circle
IPO success. 

225
00:12:41,360 --> 00:12:46,200
Speaking of Circle, at stock up 
another 15% today. 

226
00:12:46,200 --> 00:12:49,120
It's sitting at 123. 
I think it touched 133 this 

227
00:12:49,120 --> 00:12:52,120
morning. 
So it just continues to grind up

228
00:12:52,120 --> 00:12:58,440
now well over $20 billion market
cap we had, X Winner announces 

229
00:12:58,440 --> 00:13:01,160
joining forces with Polymarket 
as official prediction market 

230
00:13:01,160 --> 00:13:02,400
partner. 
So you're going to see a whole 

231
00:13:02,400 --> 00:13:03,120
lot. 
More. 

232
00:13:03,640 --> 00:13:08,280
On your timeline, that was a big
one on Friday in the Senate and 

233
00:13:08,280 --> 00:13:10,360
House committees rapidly 
advancing the stable coin bill 

234
00:13:10,560 --> 00:13:13,280
and market structure bill. 
Key markups expected in this 

235
00:13:13,280 --> 00:13:15,920
next week in token AirDrop and 
protocol news. 

236
00:13:15,920 --> 00:13:19,200
Plasma, as we just talked about,
they opened up their deposits 

237
00:13:19,200 --> 00:13:23,640
this morning, 500 million raised
in 2 minutes first block ahead 

238
00:13:23,640 --> 00:13:26,720
of their upcoming sonar sale 
pump fun. 

239
00:13:26,720 --> 00:13:29,800
More reports are coming out that
they are considering doing 

240
00:13:29,800 --> 00:13:32,920
revenue share with token holders
along with a 10% AirDrop to 

241
00:13:32,960 --> 00:13:34,920
users. 
That first report did not 

242
00:13:34,920 --> 00:13:36,920
include AirDrop. 
So now it looks like the AirDrop

243
00:13:36,920 --> 00:13:39,400
might be in the mix again. 
Still just rumors. 

244
00:13:40,120 --> 00:13:43,920
Skate token that went live for 
Kaido, Yeppers and stickers this

245
00:13:43,920 --> 00:13:46,640
morning and then Red Coin opened
up that reclaim. 

246
00:13:47,560 --> 00:13:51,040
I haven't done the math yet. 
I believe that the rec tokens 

247
00:13:52,040 --> 00:13:54,520
paid for the drinks in full once
again. 

248
00:13:56,520 --> 00:14:01,480
Love to see that. 
Rounding this out, AI was up 5% 

249
00:14:01,480 --> 00:14:03,960
to 10 billion, I think largely 
on the back of fartcoin and 

250
00:14:03,960 --> 00:14:08,320
virtuals in green on the day. 
Memes were very green. 

251
00:14:08,320 --> 00:14:12,200
SPX up 12%, Fartcoin up 12%. 
Kind of leading the way right 

252
00:14:12,200 --> 00:14:15,400
now for the majors. 
We had tokens like this Mixie 

253
00:14:15,400 --> 00:14:19,160
token was up 60% to 80 million 
launch coin. 

254
00:14:19,160 --> 00:14:22,720
I think this is a big a big 
story that we are seeing a bit 

255
00:14:22,720 --> 00:14:28,120
of a rotation from the the new 
me coin trenches back to some of

256
00:14:28,120 --> 00:14:31,440
the the more like products. 
ICM launch coin back to 200 

257
00:14:31,440 --> 00:14:33,080
million. 
Several of the believe that 

258
00:14:33,080 --> 00:14:36,400
ecosystem tokens were big 
runners this weekend and Starz 

259
00:14:36,400 --> 00:14:40,360
Arena over on AVAX. 
This thing's back up to 240. 

260
00:14:40,360 --> 00:14:44,160
Million. 
Basically a 3X in the past week,

261
00:14:44,800 --> 00:14:47,800
so big movement there and NFTS 
just rounding us out. 

262
00:14:48,960 --> 00:14:52,120
Majors kind of just chopping, 
declining a little bit. 

263
00:14:52,120 --> 00:14:55,520
Bad Bonds up 100% of the week 
and then Project A on the NTS 

264
00:14:55,520 --> 00:14:59,320
tied to SBX up 70% there, the 
top 10 on the week. 

265
00:14:59,680 --> 00:15:03,200
Then some ape chain NMT action. 
I think Open C opened up a quest

266
00:15:03,560 --> 00:15:06,880
for folks to buy a chain NMT to 
get rewards and several of their

267
00:15:06,880 --> 00:15:10,120
NMTS pumped on the back of that.
So that is the roundup. 

268
00:15:11,160 --> 00:15:19,960
HNFTS So where do we even start 
because there's a lot of stuff I

269
00:15:19,960 --> 00:15:23,000
want to talk to about to you 
guys about here, whether it's 

270
00:15:23,000 --> 00:15:27,400
the Poly news, whether it's 
launch coin, some meme coin 

271
00:15:27,400 --> 00:15:31,160
action Circle. 
I mean, I guess we should start 

272
00:15:31,160 --> 00:15:33,920
with circle because we really 
covered that extensively on the 

273
00:15:33,920 --> 00:15:38,960
show last week. 
Chat CPT undefeated that I saw 

274
00:15:38,960 --> 00:15:44,960
the repost another clip of of us
asking ChatGPT what to do with 

275
00:15:44,960 --> 00:15:48,000
the strong buy signal. 
I mean boys, this is like a 4X 

276
00:15:48,160 --> 00:15:52,080
nearly a 4X from open. 
What is the 2 questions? 

277
00:15:52,440 --> 00:15:55,400
The success is incredible. 
My question was is, are we going

278
00:15:55,400 --> 00:15:59,440
to see this happen more often 
this successfully because now 

279
00:15:59,440 --> 00:16:05,320
everyone's going to want IPO? 
It's a massive success. 

280
00:16:05,440 --> 00:16:07,400
I do think we're going to see a 
lot more IP OS. 

281
00:16:07,400 --> 00:16:11,760
We've already seen Gemini file. 
I I think the the warning out 

282
00:16:11,760 --> 00:16:16,000
there, the soft warning is that 
you probably shouldn't expect 

283
00:16:16,000 --> 00:16:20,520
circle like gains no, for all 
the upcoming IP OS, I think this

284
00:16:20,520 --> 00:16:24,760
was kind of a Unicorn launch. 
It was the first real crypto IPO

285
00:16:25,520 --> 00:16:31,480
why didn't since Coinbase. 
It had the stable coin narrative

286
00:16:31,680 --> 00:16:36,760
had a good US regulatory set up 
in this in a bullish crypto 

287
00:16:36,760 --> 00:16:40,840
market as well, and it was very 
unexpected, right. 

288
00:16:40,840 --> 00:16:42,360
I mean a lot of CT was caught 
offsides. 

289
00:16:42,360 --> 00:16:44,960
I I whipped on this trade. 
I thought it was overvalued at 

290
00:16:44,960 --> 00:16:47,600
six or 7 billion. 
It got all over my face. 

291
00:16:47,800 --> 00:16:53,480
Now it's 300% higher. 
But the next one, people, people

292
00:16:53,480 --> 00:16:55,440
won't get caught off guard, 
right? 

293
00:16:55,440 --> 00:16:57,360
So I think it'll it'll be a 
different set up. 

294
00:16:57,360 --> 00:16:59,560
You're going to have to evaluate
all of them individually. 

295
00:17:00,120 --> 00:17:02,920
But I think it's clear that 
we're going to see more of this 

296
00:17:03,200 --> 00:17:04,480
now. 
There's this kind of running 

297
00:17:04,480 --> 00:17:07,560
narrative on, on crypto Twitter 
that people are going to leave 

298
00:17:08,040 --> 00:17:09,680
crypto to go back to stocks. 
I'm not. 

299
00:17:09,720 --> 00:17:12,280
I'm not buying. 
That this is like the most 

300
00:17:12,480 --> 00:17:16,200
insane bottom signal in the 
history of bottom signals in 

301
00:17:16,200 --> 00:17:19,160
crypto. 
I think like like influencers 

302
00:17:19,160 --> 00:17:23,680
are buying stocks now. 
Yeah, feels, feels a little. 

303
00:17:24,720 --> 00:17:26,920
Amanda, I see you smirking here.
Like what do you do? 

304
00:17:26,920 --> 00:17:28,760
You agree? 
Like this is so funny to me, 

305
00:17:28,760 --> 00:17:31,760
right? 
Yeah, cool become full circle 

306
00:17:31,760 --> 00:17:38,040
back to stonks. 
I I feel like this is I wouldn't

307
00:17:38,040 --> 00:17:42,760
over play this necessarily. 
Like I do think this is slightly

308
00:17:42,760 --> 00:17:50,360
a bubble within itself, like the
whole reverse back into into 

309
00:17:50,360 --> 00:17:54,880
crypto treasury. 
I think we'll get old and could 

310
00:17:54,880 --> 00:17:57,920
turn particularly for things 
that aren't Bitcoin, let's say, 

311
00:17:58,000 --> 00:18:03,040
or maybe ETH as well. 
And then I see this and I think,

312
00:18:03,320 --> 00:18:06,480
I think Circle has a very unique
narrative in that it is just 

313
00:18:06,480 --> 00:18:09,720
purely a stable coin. 
It's purely a stable coin. 

314
00:18:09,720 --> 00:18:12,040
We've seen Kraken IPO and I 
don't think it's going to be 

315
00:18:12,040 --> 00:18:14,120
some incredible trade like 
Coinbase. 

316
00:18:14,520 --> 00:18:17,800
You, if you want to own Kraken, 
you can own Coinbase. 

317
00:18:17,800 --> 00:18:20,280
Do you know what I mean? 
Like it's not like it's a unique

318
00:18:20,280 --> 00:18:24,640
trade, whereas I think, I think 
the Circle has a unique trade 

319
00:18:24,640 --> 00:18:27,040
for it or gem. 
And I like what's what's it's 

320
00:18:27,040 --> 00:18:30,320
pitch going to be like, Oh, 
we're, we're another exchange. 

321
00:18:30,320 --> 00:18:33,280
We're slightly smaller. 
I I feel as though the reason 

322
00:18:33,280 --> 00:18:35,760
why, why circle is trading into 
the high multiple is because of 

323
00:18:35,760 --> 00:18:40,240
that. 
So I think we will see a bunch 

324
00:18:40,240 --> 00:18:43,480
of them IPO, but do not expect 
the same sort of firm 

325
00:18:43,560 --> 00:18:46,600
performance as circles here 
because circle, I think this has

326
00:18:46,840 --> 00:18:49,520
that stable coin narrative that 
none of the others that none of 

327
00:18:49,520 --> 00:18:52,440
the others do. 
You could maybe argue like 

328
00:18:52,440 --> 00:18:55,560
Ripple would would command a 
really high multiple. 

329
00:18:56,480 --> 00:19:00,800
But I think the main thing is 
like look at Coinbase stock. 

330
00:19:00,800 --> 00:19:02,760
Coinbase stock hasn't really 
like soared. 

331
00:19:03,520 --> 00:19:06,640
Let's have a look at that. 
I haven't looked in a while. 

332
00:19:06,680 --> 00:19:08,680
I mean, it's it had an 
incredible cycle thus far, 

333
00:19:08,680 --> 00:19:13,520
right. 
Let's see it went all the way 

334
00:19:13,520 --> 00:19:15,280
down to like sub 100 at some 
point. 

335
00:19:16,640 --> 00:19:19,760
OK, so 253. 
Yeah, it's, it's, it's back from

336
00:19:19,760 --> 00:19:22,680
quite the dip though, right, 
right. 

337
00:19:24,280 --> 00:19:25,880
It's, I mean, it's not doing 
terribly. 

338
00:19:25,880 --> 00:19:29,960
My point is, is that it's not 
doing what Circle just did. 

339
00:19:30,160 --> 00:19:34,600
It's not like we can't have like
everyone's desperate for crypto 

340
00:19:34,600 --> 00:19:40,360
exposure like Coinbase is. 
It's rebounded from 160 to 250, 

341
00:19:40,360 --> 00:19:41,800
but it's still comfortably 
below. 

342
00:19:41,800 --> 00:19:45,400
It was 350. 
Yeah, I mean they open too big, 

343
00:19:45,400 --> 00:19:46,920
right. 
Like I like how circle like they

344
00:19:46,920 --> 00:19:49,200
were getting some slack. 
They won Mendel saying, oh, you 

345
00:19:49,200 --> 00:19:51,800
could have opened bigger. 
I think Tyler, you covered that.

346
00:19:52,880 --> 00:19:55,640
But I think this is a situation 
where like everybody ate. 

347
00:19:58,280 --> 00:20:00,440
Yeah. 
So we'll see. 

348
00:20:00,440 --> 00:20:03,600
I think you're, I think I'd be 
careful like if for the people 

349
00:20:03,600 --> 00:20:08,160
who are going to chase these 
like I wonder like I still 

350
00:20:08,160 --> 00:20:12,760
rather own Bitcoin, Ether, 
Solana, let's say than most. 

351
00:20:13,520 --> 00:20:16,320
Up and coming IP OS unless I 
were to buy them pre IPO, you 

352
00:20:16,320 --> 00:20:21,240
know what I mean. 
Well, I think pre IPO is the 

353
00:20:21,240 --> 00:20:23,240
trade for a lot of these, right 
and I think but. 

354
00:20:23,520 --> 00:20:24,800
The average person doesn't have 
that. 

355
00:20:24,880 --> 00:20:26,320
Yeah, you. 
Have to compare them to 

356
00:20:26,440 --> 00:20:29,080
everything else and like 
whenever anyone, whenever the 

357
00:20:29,080 --> 00:20:32,320
pitch is, it's free money. 
Everyone rushed there. 

358
00:20:32,320 --> 00:20:35,360
Do you know what I mean? 
Yeah, normally it doesn't last 

359
00:20:35,360 --> 00:20:37,680
that long. 
Like it just doesn't last that 

360
00:20:37,680 --> 00:20:39,320
long. 
It like you've normally got like

361
00:20:39,320 --> 00:20:42,440
a month or two of that. 
So maybe we will start to see 

362
00:20:42,440 --> 00:20:48,880
like everyone try an IPO but but
I think only ones with very 

363
00:20:48,880 --> 00:20:53,800
unique narratives can maybe 
command this sort of like this 

364
00:20:53,800 --> 00:20:55,920
sort of premium. 
I'm not. 

365
00:20:56,000 --> 00:20:58,640
I don't think this IPO is going 
to do a 3X off the break for 

366
00:20:58,640 --> 00:21:01,680
example or or otherwise Coinbase
would be ripping. 

367
00:21:02,080 --> 00:21:03,720
Right. 
I, I, I don't see why Jim and I 

368
00:21:03,720 --> 00:21:05,440
would, would do that. 
I don't think they have enough 

369
00:21:05,480 --> 00:21:09,760
demand on the market for that. 
Also not forget like the circle 

370
00:21:09,960 --> 00:21:13,480
part of the circle price action,
a lot of the IPO investors 

371
00:21:13,560 --> 00:21:16,640
effectively are told not to sell
for what the 1st 60 days? 

372
00:21:18,800 --> 00:21:22,560
Robin Hood gave that message up.
Got it, got it. 

373
00:21:22,560 --> 00:21:25,400
So. 
Perhaps a little bit less cell 

374
00:21:25,400 --> 00:21:27,360
pressure. 
I don't know, Like I, I'm 

375
00:21:27,360 --> 00:21:30,080
respecting the pomp. 
I think it very likely could go 

376
00:21:30,080 --> 00:21:32,360
higher from here. 
But let's not forget, like, 

377
00:21:32,360 --> 00:21:34,840
Circle has a lot of competition.
Like Deutsche Bank came out this

378
00:21:34,840 --> 00:21:37,040
weekend and said they're 
evaluating doing their own 

379
00:21:37,040 --> 00:21:39,760
stable coin. 
Yeah, we know this is a 

380
00:21:39,760 --> 00:21:41,760
competitive space. 
Yeah. 

381
00:21:43,520 --> 00:21:48,040
Is that a cup and handle that's.
An idiot. 

382
00:21:50,560 --> 00:21:52,360
I'll show you a cup and handle. 
You want me to show you a cup 

383
00:21:52,360 --> 00:21:55,240
and handle Mando? 
Yeah, where's oh fault coin? 

384
00:21:56,000 --> 00:21:57,520
Let me show you a cup and handle
Mando. 

385
00:21:58,400 --> 00:22:02,800
And to my bags, cup and handle. 
I'm sorry, but is this not a cup

386
00:22:02,800 --> 00:22:06,360
and handle? 
I'll show you a cup and handle. 

387
00:22:06,360 --> 00:22:09,040
Madam, you want me to show you 
another cup and handle? 

388
00:22:10,320 --> 00:22:13,160
This is Dark Cup. 
This is dark cup and over. 

389
00:22:13,160 --> 00:22:14,520
Can I show you another cup and 
handle? 

390
00:22:15,040 --> 00:22:17,280
That's a handle, right? 
Because it's flat. 

391
00:22:19,240 --> 00:22:20,280
Oh, let me show you another one.
You. 

392
00:22:21,000 --> 00:22:22,440
Know the handles would be pretty
flat, yeah? 

393
00:22:23,880 --> 00:22:25,400
I can show you another one here 
too. 

394
00:22:26,080 --> 00:22:27,480
Is that like a cup to you 
though? 

395
00:22:27,480 --> 00:22:30,680
That looks that that if someone 
served me that I'd be like, wow.

396
00:22:31,520 --> 00:22:33,680
With there's, there's different 
type of cups, right? 

397
00:22:33,680 --> 00:22:36,280
There's some that are like made 
in like England or some that are

398
00:22:36,280 --> 00:22:38,640
made in Portugal or something 
made in the USA. 

399
00:22:39,840 --> 00:22:42,200
So all sorts of different. 
That's the Portuguese Cup, is 

400
00:22:42,240 --> 00:22:44,600
what we're saying. 
The the yeah, the the far coin 

401
00:22:44,600 --> 00:22:46,560
one is is looking better and 
better. 

402
00:22:46,560 --> 00:22:48,440
I mean, it's it's finally 
starting to go. 

403
00:22:48,480 --> 00:22:52,160
So I'm I'm I'm I'm I'm curious 
when the when when Coinbase is 

404
00:22:52,160 --> 00:22:56,080
going to start, you know, 
trading here. 

405
00:22:56,080 --> 00:22:57,640
But anyways, Tyler, what else do
you got for us today? 

406
00:22:57,640 --> 00:22:59,040
You're talking about launch 
coin. 

407
00:22:59,040 --> 00:23:01,840
So tell us more about the launch
coin eco like this is it's 

408
00:23:01,840 --> 00:23:05,480
looking good. 
Yeah, I think this is somewhat 

409
00:23:05,480 --> 00:23:09,560
surprising to a lot of folks, so
I'll give some first hand 

410
00:23:09,560 --> 00:23:12,280
perspective. 
I was perhaps I was the last 

411
00:23:12,280 --> 00:23:14,400
soldier, like the Japanese 
soldier on the island. 

412
00:23:14,680 --> 00:23:18,040
I, I traded some pure memes on 
Solana last week after the the 

413
00:23:18,040 --> 00:23:22,680
pump fun announcement and just 
got absolutely wrecked, just 

414
00:23:22,680 --> 00:23:27,120
totally destroyed. 
And like I'm seeing like then we

415
00:23:27,120 --> 00:23:31,160
saw the, the Elon the America 
party fiasco that played out. 

416
00:23:31,160 --> 00:23:33,280
What was that Friday into 
Saturday? 

417
00:23:33,320 --> 00:23:37,600
Yeah. $85 million in combined 
volume across these two PvP 

418
00:23:37,600 --> 00:23:41,520
tokens and none of them got past
3,000,000, which just goes to 

419
00:23:41,520 --> 00:23:45,720
show you that like Wow, that is 
an unplayable game. 

420
00:23:47,000 --> 00:23:48,960
I've seen some of these tapes on
the timeline. 

421
00:23:48,960 --> 00:23:51,400
Like people are fucking annoyed 
at the moment, aren't they? 

422
00:23:51,400 --> 00:23:55,160
Like they're just like stop with
the PvP. 

423
00:23:55,160 --> 00:23:57,880
Like let's just at least just 
have one fucking coin that wins.

424
00:23:59,320 --> 00:24:01,720
That was a pretty good set up to
have at least a night runner. 

425
00:24:01,840 --> 00:24:06,080
Like Elon comes out with a new 
political party and then you get

426
00:24:06,160 --> 00:24:09,280
one called America Party and one
called the America Party and 

427
00:24:09,400 --> 00:24:10,960
then they just battle each. 
Other and then no. 

428
00:24:10,960 --> 00:24:13,640
It's so insane, there's no point
playing that game. 

429
00:24:14,400 --> 00:24:20,080
So what's happening though is 
whether it is worthwhile or not 

430
00:24:20,560 --> 00:24:23,160
a rotation to this to the belief
ecosystem. 

431
00:24:24,600 --> 00:24:30,320
So I mean several of the the eco
tokens are up substantially off 

432
00:24:30,320 --> 00:24:31,920
the. 
Bottom Wow, this impressive. 

433
00:24:33,240 --> 00:24:35,640
It hit like 110 I think so it's 
up 2X. 

434
00:24:35,960 --> 00:24:39,600
Wow is. 
CLED token hit 30,000,035 over 

435
00:24:39,600 --> 00:24:41,120
the weekend. 
It's at 24 right now. 

436
00:24:41,120 --> 00:24:45,720
It's it's down a bit. 
There's been several in like the

437
00:24:45,880 --> 00:24:49,480
the one to $2,000,000. 
Ranges have seen like 3 to 4X's 

438
00:24:49,800 --> 00:24:52,120
so there's some action like this
feels like more of where the 

439
00:24:52,160 --> 00:24:57,000
action is now than just pure. 
Like OK here's a here's a funny 

440
00:24:57,000 --> 00:24:59,520
new meme of the day. 
Let's trade it for a few hours 

441
00:24:59,520 --> 00:25:01,720
like that feels like it's over 
temporarily. 

442
00:25:01,720 --> 00:25:05,720
I don't think it's over forever 
but until like something changes

443
00:25:05,720 --> 00:25:09,600
until the PvP changes and 
perhaps until pump fun token 

444
00:25:09,600 --> 00:25:12,280
comes out, it feels like the 
pure meme play is over for a 

445
00:25:12,280 --> 00:25:17,120
little bit. 
Also could be rotation back to 

446
00:25:17,120 --> 00:25:18,960
the the more established ones. 
Yeah. 

447
00:25:19,960 --> 00:25:23,360
So like we saw SPX up 35% of the
week far coin of course grinding

448
00:25:23,360 --> 00:25:27,240
up with with a huge potential 
week ahead if we think we're 

449
00:25:27,240 --> 00:25:30,080
going to get Coinbase and the 
SPX chart is arguably. 

450
00:25:30,080 --> 00:25:36,240
One chart. 
Damn. 

451
00:25:37,080 --> 00:25:41,440
Yeah, Aspects is wild. 
Pay attention. 

452
00:25:43,320 --> 00:25:47,920
Uh oh. 
Amanda was telling you to pay 

453
00:25:47,920 --> 00:25:51,080
attention. 
Be careful, everyone. 

454
00:25:51,760 --> 00:25:54,680
Famous last words. 
He told us to buy EFI once 

455
00:25:54,680 --> 00:25:55,560
again. 
Didn't do it. 

456
00:25:55,560 --> 00:26:00,840
I just bought SPX down. 
Hey, this is a good E beta bet. 

457
00:26:00,840 --> 00:26:03,640
They also bounced pretty well 
off the lows year back at $5 

458
00:26:03,640 --> 00:26:07,120
billion. 
The. 

459
00:26:08,080 --> 00:26:09,960
Established ones, right? 
So you've got less daily 

460
00:26:09,960 --> 00:26:10,960
competition. 
Too. 

461
00:26:12,480 --> 00:26:15,040
Not everyone. 
I feel like the the longs coin 

462
00:26:15,040 --> 00:26:17,920
is a very divisive slash hated 
rally. 

463
00:26:17,920 --> 00:26:20,440
So you've got a lot of a huge 
section of the market just not 

464
00:26:20,440 --> 00:26:27,400
going to touch those tokens, at 
least for the near future, which

465
00:26:27,400 --> 00:26:30,000
I think makes them interesting, 
but it also helps the the more 

466
00:26:30,000 --> 00:26:31,960
established ones. 
So it's going to be interesting.

467
00:26:32,440 --> 00:26:34,800
What happens if we see Bitcoin 
go to all time high this week? 

468
00:26:34,800 --> 00:26:38,200
What what else is going along 
with it? 

469
00:26:39,360 --> 00:26:42,840
I think it's SBX and Park coin. 
I think it's probably hype. 

470
00:26:45,840 --> 00:26:47,600
Yeah, what's hyperliquid at 
right now? 

471
00:26:47,880 --> 00:26:51,480
Like 36. 
Yeah, it's grinding back. 

472
00:26:51,600 --> 00:26:59,760
Up 30 wow man wow what a trade 
eh this is this it's going to go

473
00:26:59,760 --> 00:27:02,040
to prices cover at some point 
again right it's the breaks 

474
00:27:02,040 --> 00:27:07,800
above that and the. 
Breaks for 40 people are going 

475
00:27:07,800 --> 00:27:13,640
to get pretty excited I think. 
The other one flying perhaps 

476
00:27:13,640 --> 00:27:15,680
under the radar, the Arena Stars
Arena. 

477
00:27:15,920 --> 00:27:18,680
Just saw that arena. 
Token it's up to 140 million 

478
00:27:18,680 --> 00:27:21,560
FTV. 
So what pushed that these guys 

479
00:27:21,560 --> 00:27:23,520
were cooking? 
I met the I meant the founder in

480
00:27:23,640 --> 00:27:27,760
DC actually. 
So they just continued to build 

481
00:27:27,760 --> 00:27:31,080
through a pretty long bear 
market. 

482
00:27:31,440 --> 00:27:34,280
They've got their own. 
So like they are in becoming an 

483
00:27:34,280 --> 00:27:36,480
everything app, right? 
It started social fly, but now 

484
00:27:36,480 --> 00:27:39,880
it is a a bona fide trading app.
They've got like a trenches 

485
00:27:39,880 --> 00:27:43,280
section. 
They've got a wallet in their 

486
00:27:43,280 --> 00:27:46,960
portal, so you can do all this, 
and I think some of their 

487
00:27:47,240 --> 00:27:49,160
Trenches tokens have started to 
have some success. 

488
00:27:49,160 --> 00:27:52,160
There's been a little bit of an 
ABEX meme season here as well. 

489
00:27:52,840 --> 00:27:54,960
I'm not in the weeds on that, so
I can't really speak to which 

490
00:27:54,960 --> 00:27:58,520
tokens that have been doing 
well, but it seems to be 

491
00:27:58,520 --> 00:28:04,720
propelling Arena quite a bit. 
Wow this is impressive man. 

492
00:28:04,720 --> 00:28:06,400
Are you're in the arena trying 
things? 

493
00:28:07,920 --> 00:28:11,840
Yo what was Trimoth talking 
about The size of his Dick? 

494
00:28:13,560 --> 00:28:16,440
Yeah. 
Have you guys seen that it's? 

495
00:28:18,720 --> 00:28:22,760
It's hard to show up to X and 
not see the shamath tweets 

496
00:28:22,760 --> 00:28:25,760
because everyone just. 
Like this guy's talking of his 

497
00:28:25,760 --> 00:28:31,400
own cock is like an Anaconda. 
Do you see that he goes like 

498
00:28:31,920 --> 00:28:35,720
this is like that got lost in 
between like Trump and Elon 

499
00:28:35,720 --> 00:28:39,200
fallout and then all of the 
stuff like and then because that

500
00:28:39,200 --> 00:28:41,520
you said arena and you remember 
he's like in the arena, trying 

501
00:28:41,520 --> 00:28:43,760
things, doing things, whatever. 
So that made me think of 

502
00:28:43,760 --> 00:28:45,360
Chamath. 
Someone's saying like hell of a 

503
00:28:45,360 --> 00:28:47,840
transition. 
Yeah, money definitely can buy 

504
00:28:47,840 --> 00:28:52,280
aura, but he goes, I'll bet your
entire net worth X10. 

505
00:28:52,520 --> 00:28:56,160
The Anaconda is the worst kept 
secret of the Silicon Valley. 

506
00:28:58,680 --> 00:29:00,840
Worst kept secret. 
That's strange man. 

507
00:29:01,160 --> 00:29:03,040
Strange message. 
Right, guys? 

508
00:29:06,680 --> 00:29:09,840
It's a little weird, no? 
He has this knack of taking 

509
00:29:09,840 --> 00:29:13,040
these situations and making them
about him like this. 

510
00:29:13,040 --> 00:29:15,960
This was during like the whole 
Trump versus Elon thing. 

511
00:29:16,360 --> 00:29:19,040
Yeah. 
And then Shamoff came in. 

512
00:29:20,200 --> 00:29:21,040
Like, what about me? 
Let's talk. 

513
00:29:23,480 --> 00:29:24,760
About my. 
Statistic. 

514
00:29:25,840 --> 00:29:28,600
I didn't watch all this weekend.
Did did they talk about Trump 

515
00:29:28,600 --> 00:29:30,680
versus Elon? 
Who? 

516
00:29:31,160 --> 00:29:31,960
No, I don't know. 
I don't. 

517
00:29:32,000 --> 00:29:32,480
I don't watch. 
I. 

518
00:29:32,720 --> 00:29:34,200
Think they didn't? 
They didn't air their episode 

519
00:29:34,200 --> 00:29:37,240
this week. 
Wow. 

520
00:29:39,520 --> 00:29:41,840
Well, because this guy's talking
about his Anaconda on the 

521
00:29:41,840 --> 00:29:44,720
timeline. 
Oh, I want to waste this. 

522
00:29:45,880 --> 00:29:47,600
He goes, I'm having trouble 
hearing you. 

523
00:29:47,600 --> 00:29:50,560
Can you say it again? 
And then naked nakeda beer, like

524
00:29:50,560 --> 00:29:55,400
racial like really badly too. 
So like a lot of people got 

525
00:29:55,400 --> 00:29:58,960
involved in this. 
He goes, is that the money you 

526
00:29:58,960 --> 00:30:00,840
stole from middle class 
Americans in pump and dump 

527
00:30:00,840 --> 00:30:05,280
schemes? 
I'm enjoying that. 

528
00:30:06,720 --> 00:30:10,880
Yeah, it's if you look up 
Chamoth on Twitter X, it's it's 

529
00:30:10,920 --> 00:30:24,800
pretty wild, Amanda. 
Anyway, I just saw I I had to 

530
00:30:24,800 --> 00:30:26,760
bring it there because this 
timeline has been insane. 

531
00:30:26,760 --> 00:30:33,080
Tyler anyway, but I I do want to
tell the virtual Z code 2 is 

532
00:30:33,080 --> 00:30:37,040
doing good SPX and it's little 
ecosystems doing eco meaning 

533
00:30:37,040 --> 00:30:40,080
like it's holders community is 
doing good far coins back up, 

534
00:30:40,080 --> 00:30:42,400
which is really good with 114 
while it's pumping hard as we're

535
00:30:42,400 --> 00:30:44,480
speaking far coins doing good 
again. 

536
00:30:44,480 --> 00:30:47,160
So that's like that's like 
outperforming as well with this 

537
00:30:47,160 --> 00:30:51,000
PX Lance coins doing good. 
Shout out to wrecked after the 

538
00:30:51,000 --> 00:30:54,400
other air drop today to the 
shipwrecked holders once again. 

539
00:30:54,400 --> 00:30:56,440
It's not the first time that 
wrecked pumps in the air drop 

540
00:30:56,440 --> 00:30:59,040
day, by the way, which is doing 
good again. 

541
00:30:59,360 --> 00:31:02,360
So love to see that Pepe's back 
above 5 billion MOG bottom 

542
00:31:02,360 --> 00:31:03,880
pretty well. 
Hopefully they catch a good bid 

543
00:31:03,880 --> 00:31:06,160
here. 
Like we're like seeing some good

544
00:31:06,160 --> 00:31:10,360
like hyper liquids in in a good 
position here at $37. 

545
00:31:10,360 --> 00:31:13,280
You have Solana the hopefully 
button bottom in the 140 mark. 

546
00:31:13,280 --> 00:31:17,640
Tyler, We could see a good pump 
here like we like bitcoins about

547
00:31:17,640 --> 00:31:20,360
to hit all time high again. 
Ethereum hopefully catches more 

548
00:31:20,360 --> 00:31:22,600
of a bid here like it bounced 
pretty well, but I would love to

549
00:31:22,600 --> 00:31:25,160
see it back at $3000 personally 
speaking to get like turbo 

550
00:31:25,160 --> 00:31:28,440
bullish again like we're we're 
starting to see like I don't 

551
00:31:28,440 --> 00:31:30,680
know like I know some people 
were scared by like a week long 

552
00:31:30,680 --> 00:31:34,200
fake out here Tyler, but y'all 
got to be a little more patient 

553
00:31:34,200 --> 00:31:39,760
man like we dumped on May 29th, 
then we dumped harder May 3030 

554
00:31:39,760 --> 00:31:42,600
first right, we dumped harder 
during into the monthly close, 

555
00:31:42,840 --> 00:31:45,800
but we still managed to like 
close the next weekly after that

556
00:31:45,800 --> 00:31:50,600
queen like and then we went what
to 100K Tyler, maybe quick tiny 

557
00:31:51,360 --> 00:31:57,960
flash week to 9899 K, but people
got to be more patient Ty like 

558
00:31:59,120 --> 00:32:01,400
why I don't you and I are 
patient. 

559
00:32:01,400 --> 00:32:04,680
We just wait, but. 
How much more reinforcement do 

560
00:32:04,680 --> 00:32:07,880
you need? 
This last step to 100K got 

561
00:32:07,880 --> 00:32:11,160
bought up in a 12 hours. 
Maybe less. 

562
00:32:11,720 --> 00:32:13,200
Tips. 
The tips are getting shallower 

563
00:32:13,200 --> 00:32:17,440
and shallower. 
Shorter and shorter. 

564
00:32:18,000 --> 00:32:20,960
Bob Bob's saying we're the first
day of a new 60 day cycle. 

565
00:32:20,960 --> 00:32:23,680
He thinks we're going. 
Well, he nailed if if this plays

566
00:32:23,680 --> 00:32:27,200
out, Bob nailed it there it is 
getting spicy. 

567
00:32:27,200 --> 00:32:29,720
So this was the original call 
You and I both try it's fine. 

568
00:32:30,120 --> 00:32:32,080
We we both have a notification 
on for Bob. 

569
00:32:32,080 --> 00:32:34,880
I can tell. 
So here you go. 

570
00:32:34,880 --> 00:32:39,440
I was calling for this, which 
then specifically so that 

571
00:32:39,440 --> 00:32:42,520
happens right like right there 
boom right shout out to Bob 

572
00:32:42,520 --> 00:32:43,680
Lucas. 
We should get Bob Lucas on the 

573
00:32:43,680 --> 00:32:45,240
show once just do some TA and 
stuff. 

574
00:32:45,720 --> 00:32:49,160
But anyways, so this happens he 
says he wants to see run below 

575
00:32:49,160 --> 00:32:53,600
100K, which I believe we quickly
tapped that even after he posted

576
00:32:53,600 --> 00:32:56,760
that like 100 or 90. 
I don't know what we went to 

577
00:32:56,760 --> 00:32:58,480
Tyler. 
I, I, I haven't been paid 

578
00:32:58,480 --> 00:33:00,520
attention. 
I don't care anymore. 105 is 

579
00:33:00,520 --> 00:33:04,200
what I saw, but basically 100. 
I'm all in the market, so I'm 

580
00:33:04,200 --> 00:33:06,640
not looking like I can't buy the
dips and I'm not, you know, I 

581
00:33:06,640 --> 00:33:11,800
don't care like I, I, I'm good. 
So we went to here on on Nance, 

582
00:33:11,800 --> 00:33:16,280
which has the most, I guess we 
kissed one 100, so exactly 100. 

583
00:33:18,160 --> 00:33:21,400
And this is the start of a new 
60 day cycle, dude. 

584
00:33:21,720 --> 00:33:25,800
So he's calling for 1:20 next. 
I think it's 120. 

585
00:33:25,960 --> 00:33:27,920
Next to me it's just a matter of
when. 

586
00:33:28,200 --> 00:33:32,080
Like and I wouldn't be surprised
if it's this week. 

587
00:33:32,440 --> 00:33:34,080
I I feel like we're just one 
announcement away. 

588
00:33:34,360 --> 00:33:35,680
This all feels like a powder 
cake. 

589
00:33:35,720 --> 00:33:38,080
So what kind of announcement 
though, Tyler, because we have a

590
00:33:38,080 --> 00:33:40,400
lot of good announcements every 
day, Ty. 

591
00:33:40,560 --> 00:33:43,200
It's like what kind of 
announcements sends you to 120 

592
00:33:43,200 --> 00:33:46,720
or let's say even 100 and 12/14,
right? 

593
00:33:48,120 --> 00:33:50,040
Thank you for asking I I've got 
a couple. 

594
00:33:50,520 --> 00:33:55,480
OK, OK, let's go. 
So one the the continued rumors 

595
00:33:55,480 --> 00:33:57,440
of no capital gains tax on 
crypto. 

596
00:33:57,640 --> 00:34:00,280
Don't put the. 
Merit behind these, But if Trump

597
00:34:00,280 --> 00:34:02,960
was to come out and say that, I 
think we we, we rock it straight

598
00:34:02,960 --> 00:34:04,800
to 120 K. 
OK. 

599
00:34:05,320 --> 00:34:08,080
Back of that announcement and 
then Bo Hines I saw an interview

600
00:34:08,080 --> 00:34:12,320
circling from this weekend where
he said and I hadn't seen him go

601
00:34:12,320 --> 00:34:15,600
this far yet in an interview 
that the the government is 

602
00:34:15,600 --> 00:34:20,639
effectively evaluating dozens 
hundreds of ways to accumulate 

603
00:34:20,639 --> 00:34:24,880
Bitcoin that that's the path 
they're going to take but 

604
00:34:24,880 --> 00:34:29,239
they're not going to using both 
words poison the well and share 

605
00:34:29,239 --> 00:34:31,120
the details of how they're going
to do it until. 

606
00:34:31,239 --> 00:34:33,440
It's, well, no, you can't. 
Well, China, Russia, all the 

607
00:34:33,440 --> 00:34:35,199
other states are going to start 
doing the same thing. 

608
00:34:35,880 --> 00:34:39,400
And he pointed to mining, he 
pointed to these bit bonds so 

609
00:34:39,400 --> 00:34:41,480
that they've got a, a few 
different options. 

610
00:34:41,480 --> 00:34:44,360
And of course, there, there are 
several, it becomes, it's 

611
00:34:44,360 --> 00:34:46,239
becoming increased and clear to 
me that they're going that the 

612
00:34:46,400 --> 00:34:50,199
US is doing it or perhaps 
already is in, in some capacity.

613
00:34:50,920 --> 00:34:54,880
And as soon as that is revealed,
that's another powder keg 

614
00:34:54,880 --> 00:34:56,880
announcement that that just 
rockets us up. 

615
00:34:56,880 --> 00:34:59,480
And that's just too, I think 
there's, there's likely others, 

616
00:34:59,880 --> 00:35:01,800
you know, potentially like 
sovereign wealth funds, nation 

617
00:35:01,800 --> 00:35:07,000
states, perhaps good, good news 
out of the Fed. 

618
00:35:07,080 --> 00:35:09,720
So, so there's, there's a few 
different ways we can do it. 

619
00:35:10,880 --> 00:35:12,760
Am I going to bet on 120K this 
week? 

620
00:35:12,760 --> 00:35:14,160
I would need some. 
I would need some. 

621
00:35:14,240 --> 00:35:17,320
Yeah, but. 
We have the M2 chart. 

622
00:35:17,320 --> 00:35:22,880
The M2 chart says it's coming. 
But we haven't looked at the M2 

623
00:35:22,880 --> 00:35:25,200
chart in a minute. 
In a minute. 

624
00:35:25,840 --> 00:35:27,880
OK, Two hours ago. 
OK, so one posted two hours ago.

625
00:35:28,480 --> 00:35:30,040
Well, am I sharing my screen? 
I'm not, right? 

626
00:35:30,480 --> 00:35:31,520
Hold on. 
Sorry. 

627
00:35:31,520 --> 00:35:34,840
I thought I was hold on, I 
forgot, I forgot I looked at the

628
00:35:34,840 --> 00:35:38,240
M2 chart when I was like down 
bad because I was like fuck like

629
00:35:38,240 --> 00:35:41,360
4 coin just dropped like 40% and
that's all. 

630
00:35:41,360 --> 00:35:45,360
Oh OK. 
Well no M2 chart is like Bob 

631
00:35:45,360 --> 00:35:47,360
Lucas bro. 
We're looking into end of June. 

632
00:35:48,360 --> 00:35:51,320
Is that where this? 
Also, yeah, look, you see here 

633
00:35:51,320 --> 00:35:57,000
if you go straight down, that's 
it's around like third week 

634
00:35:57,000 --> 00:35:59,480
here. 
And Bob Lucas was quite aligned,

635
00:35:59,720 --> 00:36:00,320
by the way. 
Yeah. 

636
00:36:00,480 --> 00:36:02,360
But we're we're front running it
a little bit, yeah. 

637
00:36:03,040 --> 00:36:05,800
I mean, listen brother, this 
week, in two weeks, I'm good. 

638
00:36:08,640 --> 00:36:14,400
Two weeks is more likely than 
than this week probably, but I 

639
00:36:14,400 --> 00:36:18,440
think it's a matter of when and 
not if at this point. 

640
00:36:20,120 --> 00:36:22,320
Strong statement and I'm here. 
Also another big buyer, right? 

641
00:36:22,320 --> 00:36:23,360
That's another potential 
catalyst. 

642
00:36:23,360 --> 00:36:25,440
So we were like how many 
corporate treasury announcements

643
00:36:25,440 --> 00:36:28,440
we've had, we've had every week,
like if another huge move comes 

644
00:36:28,440 --> 00:36:29,840
down the pipe like that could do
do it. 

645
00:36:30,560 --> 00:36:36,960
So it's a nice set up. 
Yeah, dude, we're like a really 

646
00:36:36,960 --> 00:36:38,800
fucking good time. 
We're looking good. 

647
00:36:38,840 --> 00:36:41,120
Anything else? 
We should talk about the Poly 

648
00:36:41,120 --> 00:36:43,440
market news. 
We should, I mean, we quit 

649
00:36:43,440 --> 00:36:45,520
glossed over it on Friday. 
It was a Friday because it 

650
00:36:45,520 --> 00:36:47,440
dropped during the end of the 
show quickly. 

651
00:36:47,440 --> 00:36:49,400
But please go ahead and I'll 
I'll share my screen. 

652
00:36:50,680 --> 00:36:52,760
Yeah, so X officially partnered 
with Polymarket. 

653
00:36:52,760 --> 00:36:56,160
They've named it their exclusive
prediction market provider. 

654
00:36:56,520 --> 00:36:59,440
It's going to allow them to 
surface real time Poly market 

655
00:36:59,440 --> 00:37:04,000
odds driven by crypto wagers, 
notably to appear returning 

656
00:37:04,000 --> 00:37:07,360
posts, I think particularly 
related to politics, current 

657
00:37:07,360 --> 00:37:09,960
events, elections. 
It's going to be powered by 

658
00:37:09,960 --> 00:37:12,720
Grok, which will help surface 
the the these different 

659
00:37:12,720 --> 00:37:16,280
forecasts and markets. 
As I understand, there won't be 

660
00:37:16,280 --> 00:37:19,800
bets being able to be placed 
directly in app yet that is 

661
00:37:19,800 --> 00:37:24,400
perhaps coming. 
And I think another aspect of 

662
00:37:24,400 --> 00:37:29,440
this, the product team said this
is the first of several 

663
00:37:29,440 --> 00:37:31,320
integrations and unique 
experiences. 

664
00:37:31,440 --> 00:37:34,480
So it looks like this is the 
start of a longer term journey. 

665
00:37:35,280 --> 00:37:39,240
So super bullish for poli market
but bullish for all the 

666
00:37:39,240 --> 00:37:41,920
production markets. 
Yeah, very. 

667
00:37:43,200 --> 00:37:46,480
So, yeah, exactly. 
Well, first and foremost, like I

668
00:37:46,480 --> 00:37:48,840
believe that X needs to launch 
payments and maybe their own 

669
00:37:48,840 --> 00:37:51,080
stable at some point before 
launching this, like any 

670
00:37:51,080 --> 00:37:55,520
embedded live poli market agent.
And we know that X payments is 

671
00:37:55,520 --> 00:37:58,520
on the way because I think Linda
Yakarino, the CEO of X and and 

672
00:37:58,520 --> 00:38:00,760
Elon have talked about touted a 
few months a weeks ago. 

673
00:38:01,800 --> 00:38:03,000
So that's first and foremost, 
right. 

674
00:38:03,000 --> 00:38:04,200
I don't because I was thinking 
about it. 

675
00:38:04,200 --> 00:38:06,840
We talked obviously like that 
was chatter with me and my 

676
00:38:06,840 --> 00:38:08,600
executives, like right as soon 
as it's dropped. 

677
00:38:09,360 --> 00:38:13,160
Second of all, I was asked a lot
by friends and holders and 

678
00:38:13,480 --> 00:38:16,040
people, you know, invested in US
and everything saying, yo, like,

679
00:38:17,520 --> 00:38:20,640
is this good or bad for you? 
And to me, I and you know, I had

680
00:38:20,640 --> 00:38:22,520
time to think about it since the
news on Friday. 

681
00:38:22,520 --> 00:38:24,480
You know, my first thought was 
like, oh, this is bullish. 

682
00:38:24,480 --> 00:38:27,160
My second thought is still this 
is extremely bullish because 

683
00:38:27,160 --> 00:38:29,440
it's just expands the Tam. 
I mean, I kind of alluded to 

684
00:38:29,440 --> 00:38:31,400
that with you on the timeline 
when you posted by like 

685
00:38:31,400 --> 00:38:35,000
yesterday or something. 
But like this expands prediction

686
00:38:35,000 --> 00:38:38,520
market contracts and prediction 
markets as a whole to a whole 

687
00:38:38,520 --> 00:38:44,080
new like set of people and 
prediction markets are just 

688
00:38:44,080 --> 00:38:46,480
going bigger and bigger. 
So I, I think it's great. 

689
00:38:46,480 --> 00:38:48,840
I think it's awesome that Shane 
is pushing through. 

690
00:38:48,840 --> 00:38:51,720
It looks like they were kind of 
losing to Kaushi in terms of 

691
00:38:51,720 --> 00:38:54,880
attention and mindshare a lot 
lately, right? 

692
00:38:54,880 --> 00:38:57,560
Like Kaushi's got Robin Hood, 
Kaushi got a lot of different 

693
00:38:57,560 --> 00:38:59,920
deals. 
Kaushi came out on Bloomberg 

694
00:38:59,920 --> 00:39:02,240
with the fact that X would 
partner with them. 

695
00:39:03,600 --> 00:39:07,760
That article got taken down and 
the tweet and Polymarket came 

696
00:39:07,760 --> 00:39:11,200
out with X joining forces is 
their official prediction market

697
00:39:11,200 --> 00:39:12,320
partner. 
So I don't know what happened 

698
00:39:12,320 --> 00:39:17,720
behind the scenes in terms of, 
of, of shenanigans, but it seems

699
00:39:17,720 --> 00:39:19,120
like there's that end for the 
mirror outside. 

700
00:39:19,120 --> 00:39:20,720
It's great, man. 
I mean, we've got a lot of stuff

701
00:39:20,720 --> 00:39:23,160
going on our, ourselves, we're 
expanding. 

702
00:39:23,160 --> 00:39:26,040
So today this we, we announced 
it Friday, but you know, 

703
00:39:26,040 --> 00:39:27,200
Friday's not great for 
announcements. 

704
00:39:27,200 --> 00:39:29,280
So I posted it today, personally
speaking, but we launched A 

705
00:39:29,800 --> 00:39:33,320
Telegram alerts channel for 
mirrored markets, which allows 

706
00:39:33,320 --> 00:39:36,120
you to get the markets first. 
So actually little alpha for 

707
00:39:36,120 --> 00:39:39,960
people. 
I think I, I think someone's got

708
00:39:39,960 --> 00:39:42,440
to check, but I'm pretty sure 
the markets get picked up by the

709
00:39:42,440 --> 00:39:46,000
Telegram before the website. 
So there's your ads for people 

710
00:39:46,000 --> 00:39:48,840
who want to join. 
Yeah, I'm going to pin it to the

711
00:39:48,840 --> 00:39:51,240
top of Twitter Spaces, but you 
guys should join because also 

712
00:39:51,240 --> 00:39:53,840
anyways, we're going to make it 
soon that you have to get in the

713
00:39:53,840 --> 00:39:55,400
Telegram channel to win the Heat
giveaways. 

714
00:39:57,440 --> 00:40:00,080
I want to explain why that's 
important quickly for for folks 

715
00:40:00,160 --> 00:40:02,680
who who may not be as deeply 
experienced in prediction 

716
00:40:02,680 --> 00:40:04,280
markets, but are interested in 
that. 

717
00:40:05,720 --> 00:40:08,720
If when you are early to a 
market, you have a chance to 

718
00:40:08,720 --> 00:40:11,080
kind of get in before perhaps an
equilibrium is set. 

719
00:40:11,120 --> 00:40:14,160
It's like let's say that the 
team launches market at 5050, 

720
00:40:14,720 --> 00:40:19,280
but bettors think it's going to 
be 6535, right? 

721
00:40:19,280 --> 00:40:22,800
Like if you see it on the gun, 
you you've got that first chance

722
00:40:22,800 --> 00:40:29,120
to get in there and perhaps on a
on a juicy side where you can 

723
00:40:29,120 --> 00:40:33,400
get a quick 20 to 30% of gain in
position before you you reach 

724
00:40:33,400 --> 00:40:36,400
that equilibrium. 
So it pays to be early. 

725
00:40:37,920 --> 00:40:41,160
It definitely pays to be early 
like you said, but anyways, I 

726
00:40:41,160 --> 00:40:44,000
think it's super bullish. 
I invited to join the telegram. 

727
00:40:44,000 --> 00:40:47,080
I I paid the Twitter spaces 
Right now it's at the top. 

728
00:40:47,120 --> 00:40:48,960
It does pay to be early. 
I know a few people that have 

729
00:40:48,960 --> 00:40:51,640
notifications on for the tweets 
and stuff, but this is like, is 

730
00:40:51,640 --> 00:40:55,200
it sharing my telegram account? 
No, yeah, so here's my telegram 

731
00:40:55,880 --> 00:40:58,480
and it's this. 
And so you have all the markets 

732
00:40:58,480 --> 00:41:00,480
like going live and sends you 
notifications. 

733
00:41:00,480 --> 00:41:06,040
Like right now we have 1 the NYC
temperature above 76°F by on 

734
00:41:06,040 --> 00:41:07,440
June 10th. 
So we we've been doing all these

735
00:41:07,440 --> 00:41:10,400
little flash markets Tyler 
lately. 

736
00:41:11,640 --> 00:41:14,560
And so you know they're this is 
everything today. 

737
00:41:14,600 --> 00:41:16,720
And so they've just been running
non-stop. 

738
00:41:16,720 --> 00:41:20,080
So highly encourage people to to
pay attention to that. 

739
00:41:20,080 --> 00:41:23,200
Just quickly. 
If you want to win the giveaway,

740
00:41:23,760 --> 00:41:27,440
join the Telegram channel. 
And the code for raffle ball dot

741
00:41:27,440 --> 00:41:30,080
XYZ is cracking today. 
Shout out to our new rolling 

742
00:41:30,080 --> 00:41:33,080
sponsor here on the show on SOMA
where we love crack and actually

743
00:41:33,080 --> 00:41:34,880
got to load up, prepare the 
charts so I can start sharing 

744
00:41:34,880 --> 00:41:37,240
those charts on the show. 
And actually they're very nice, 

745
00:41:37,240 --> 00:41:41,880
very clean, very smooth. 
Kraken, Kraken, Kraken is the 

746
00:41:41,880 --> 00:41:43,000
code. 
So if you want to have a chance 

747
00:41:43,000 --> 00:41:46,120
to come and win some money, 
Tyler, was there anything that 

748
00:41:46,120 --> 00:41:49,600
we missed? 
That was the big ones and I 

749
00:41:49,600 --> 00:41:52,320
think that the pump fun. 
Again, this isn't news as much 

750
00:41:52,320 --> 00:41:55,720
as it's rumors. 
So tell me more about the rumor.

751
00:41:56,360 --> 00:42:00,240
The latest report is that they 
are considering both revenue 

752
00:42:00,240 --> 00:42:02,600
share. 
So I don't know if that's going 

753
00:42:02,600 --> 00:42:10,320
to be a token buybacks along 
with 10% AirDrop to users. 

754
00:42:10,320 --> 00:42:14,080
So I think that was some of the,
the very initial reaction FUD to

755
00:42:14,080 --> 00:42:16,680
the announcement was there was 
no AirDrop, so that they're 

756
00:42:16,680 --> 00:42:20,840
going to fix that. 
And then the revenue share was a

757
00:42:20,840 --> 00:42:22,960
key one that I think folks we 
talked about on the show, we 

758
00:42:22,960 --> 00:42:25,000
thought that was coming. 
But this looks like a little bit

759
00:42:25,000 --> 00:42:27,960
more confirmation than it is. 
We also got the supply, it looks

760
00:42:27,960 --> 00:42:32,960
like they're considering A1 
trillion token supply, which 

761
00:42:32,960 --> 00:42:39,560
would put that pump token at 
0.004 for that initial sale. 

762
00:42:39,560 --> 00:42:44,720
So some nice unit bias, which is
also notably different than the 

763
00:42:44,720 --> 00:42:49,120
unit bias for those pump tokens 
because they like those are on 1

764
00:42:49,120 --> 00:42:54,760
billion supply. 
So pump token 1 short supply. 

765
00:42:55,480 --> 00:42:59,200
What if it goes to a dollar? 
We saw the demand for Plasma 

766
00:42:59,200 --> 00:43:03,600
today. 
Anyone who thinks this, forget 

767
00:43:03,600 --> 00:43:05,960
your thought that this pump 
token is not going to sell out. 

768
00:43:05,960 --> 00:43:10,000
Like if you have any creeping 
doubt in your mind that they're 

769
00:43:10,000 --> 00:43:11,680
not going to sell it out, 
they're going to sell it out. 

770
00:43:12,880 --> 00:43:18,080
Plasma is not even doesn't even 
have a working product yet and 

771
00:43:18,080 --> 00:43:20,560
pumps made $700 million in the 
last year. 

772
00:43:21,320 --> 00:43:26,240
So it's going to sell out. 
It's a matter of how fast and 

773
00:43:26,240 --> 00:43:28,560
then what other terms are we 
going to get so we can start 

774
00:43:28,560 --> 00:43:30,680
projecting out where we think it
goes afterwards. 

775
00:43:30,880 --> 00:43:35,040
But with the speed of new 
details coming out of makes me 

776
00:43:35,040 --> 00:43:36,920
think that this thing actually 
is close. 

777
00:43:36,920 --> 00:43:40,440
I feel like we'll probably get 
that in the next couple weeks. 

778
00:43:43,560 --> 00:43:48,200
The pump one Yeah it's coming 
it's got to be coming this is 

779
00:43:48,200 --> 00:43:50,800
this is hot like you're we're 
hot it's this summer also you 

780
00:43:50,800 --> 00:43:54,120
know what though this could be 
what like brings a fuck ton of 

781
00:43:54,120 --> 00:43:55,800
liquidity to the market in the 
summer. 

782
00:43:56,240 --> 00:43:59,640
I will take the anti and by the 
you were right, but I will take 

783
00:43:59,640 --> 00:44:05,560
the anti CT take any time of day
and was like, oh, there's going 

784
00:44:05,560 --> 00:44:07,040
to be liquidity black hole last 
week. 

785
00:44:07,040 --> 00:44:08,920
Look at the fucking market now. 
Bitcoin's about to hit all time 

786
00:44:08,920 --> 00:44:10,360
high again. 
You know what I mean? 

787
00:44:11,720 --> 00:44:15,160
If you counter traded CT last 
week when they dumped on the on 

788
00:44:15,160 --> 00:44:19,440
the news like Farkle with 800 
mil Tyler, you know, so if you 

789
00:44:19,440 --> 00:44:21,960
counter traded that you up 
enormous today. 

790
00:44:23,440 --> 00:44:24,680
And like let's just get a 
reality check. 

791
00:44:24,680 --> 00:44:28,520
I think Plasma is a good reality
check of how these this was not 

792
00:44:28,640 --> 00:44:32,240
a direct pre sale. 
It was a stable coin deposit to 

793
00:44:32,240 --> 00:44:36,640
get you access to an ICO. 
But the top 84 wallets 

794
00:44:37,040 --> 00:44:40,400
contributed 450 million of the 
500 million. 

795
00:44:41,760 --> 00:44:46,320
So there's your data point. 
The whales are providing massive

796
00:44:46,320 --> 00:44:49,880
amounts of capital for these. 
It doesn't mean that the minnows

797
00:44:49,880 --> 00:44:52,600
can't get in and still get in on
the trade. 

798
00:44:53,040 --> 00:44:58,400
But how that relates to pump fun
is it's not the trench warriors 

799
00:44:59,880 --> 00:45:03,760
who are going to be funding 84% 
or 90% of the pump token 

800
00:45:03,760 --> 00:45:06,520
presale, right? 
It's going to be whales who 

801
00:45:06,520 --> 00:45:12,440
likely weren't deploying capital
into the meat market anyway, or 

802
00:45:12,440 --> 00:45:15,200
funds who want to get exposure 
to memes but they can't 

803
00:45:15,200 --> 00:45:17,280
underwrite individual memes. 
Like that's not a game they're 

804
00:45:17,280 --> 00:45:18,240
allowed to play. 
But they could. 

805
00:45:18,440 --> 00:45:21,840
They could play on protocol. 
And then when you get the 

806
00:45:21,840 --> 00:45:25,040
AirDrop component, to your point
now actually is it can become a 

807
00:45:25,040 --> 00:45:30,920
liquidity influx. 
Yeah, I agree. 

808
00:45:31,160 --> 00:45:35,840
I think, I think we're going to 
make a fuck ton. 

809
00:45:35,880 --> 00:45:38,640
This going to make a fuck ton of
money for the space in general 

810
00:45:38,840 --> 00:45:40,360
and it's going to work out 
pretty well. 

811
00:45:40,480 --> 00:45:41,640
And I think everybody is going 
to win. 

812
00:45:43,160 --> 00:45:44,280
I don't. 
Know. 

813
00:45:44,840 --> 00:45:47,240
Maybe I'm wrong, but I don't 
think I'm wrong this time around

814
00:45:47,320 --> 00:45:49,600
with this, we've been quite 
right. 

815
00:45:50,360 --> 00:45:52,920
You mean Mando this cycle so 
far, especially this year. 

816
00:45:53,400 --> 00:45:58,320
So I think, I think this is, I 
think this is going to, I think 

817
00:45:58,320 --> 00:46:01,200
this is going to be quite good 
anyways.

