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

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Good morning. 
Good morning. 

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GFG Wednesday, April 23rd, 2025.
Look at that another beautiful 

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day to have a beautiful day. 
I got my colors in the house. 

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Tyler, Tyler. 
Tyler, good morning. 

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How you doing today? 
Fantastic. 

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Waking up to a lot of green 
candles on the board, something 

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we're seeing some numbers. 
They're at three month highs and

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couple weeks ago felt like it 
was so over. 

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Today feels like we're so back. 
Yeah, that's how it feels to me 

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at least. 
You had a, you had a, what's it 

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called? 
The fear and greed index, Like 

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72 or some shit up from 10 a few
weeks ago. 

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So definitely a feeling of a a 
sentiment of we're so back 

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across the board today, a little
little pullback this morning, 

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you know bitcoins down to a mere
93.2 K yeah, but but we 

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absolutely love to see don't get
shaken out. 

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Y'all don't get shaken out. 
You know, we're we're probably 

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going to get a little bit of you
know, volatility here, but we're

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looking good. 
We're looking good and I'm sure 

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we'll talk about all the amazing
headlines that have been coming 

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through here. 
So we'll talk markets. 

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I don't think we'll have man to 
say, but we'll still go through 

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the market. 
We'll talk Tyler's topics that 

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we'll we'll pick a few topics 
and and have some conversations.

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Looks like you guys are liking 
the clips and all the different 

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topics that we've been putting 
out there. 

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We'll do a Yeet giveaway. 
So someone's going to come and 

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win some money. 
So yeet.com, make sure you sign 

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up using FOMO hours of code. 
You have to use FOMO hours 

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affiliate or else you cannot 
win. 

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We're going to give a code 
during the show, but make sure 

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that you use that. 
And as usual, this show is 

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powered by Wallet Connect. 
Wallet Connect is the 

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connectivity network shaping the
future of all chain UX. 

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If you've connected to a Web 3 
app, you've seen Wallet Connect.

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That blue logo it's everywhere 
and I kind of trust in crypto as

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00:02:01,160 --> 00:02:03,720
recognizable as visa check out 
once of the more follow wallet 

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connect on X and Telegraph to 
stay ahead of what's next Tyler 

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today you tell me what's next 
we're. 

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Going to do the intro. 
Hold on, it's coming. 

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Tyler didn't on FOMO our cause 
the kid can't. 

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Bring the batch of bears, folks.
Crypto majors up five to 10%. 

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Biggest Green Day in months. 
As the trade war eases, Trump 

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softens his tone. 
Dare I say, pivots? 

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We got some breaking news this 
morning. 

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We'll get into that here in a 
minute. 

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Odds of Trump lowering tariffs 
on China are soaring after some 

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of these recent reports. 
We'll get into those details. 

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Bitcoin up three percent, 93350.
It looks like ETH up nearly 10 

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percent 1800 Seoul up over 150 
IMX, SUI and Ena leading alts 

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they're up 15 to 30% on the day.
We also saw meme soaring AI 

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token soaring even more. 
We'll get we'll get into those 

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later in the report. 
In macro headlines, the Bitcoin 

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ETS saw $912 million in inflows 
yesterday, smashing local highs,

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their highest amount since 
January 17th. 

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That's pre inauguration. 
So that's the highest day of 

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inflows under the Trump 
presidency. 

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Cantor, this is arguably the 
biggest story of the day. 

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Cantor is reportedly nearing a 
deal with SoftBank, Tether and I

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believe a few others to form a 
multi billion dollar Bitcoin 

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acquisition vehicle. 
So they are seemingly following 

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the sailor strategy playbook and
they've got a lot of capital 

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behind them and SoftBank also 
huge, huge pockets. 

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So they're tight end Jan over. 
They bought another 88,000 Soul 

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on Monday. 
Now their holdings are up over 

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$37 million. 
They also changed their name to 

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D5 Development Corporation. 
So we'll we'll see if they 

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continue to develop more Solana 
Holdings. 

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The European Data Protection 
Board approved draft guidelines 

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aimed at aligning blockchain 
data handling with the EU's GDPR

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requirements. 
So that's going to be 1 to 

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watch. 
Then the SEC dropped its fraud 

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case against Richard Hart, the 
founder of Hex Pulse Chain and 

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Pulse X in token AirDrop and 
protocol news. 

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Hyper Liquid number one in fees 
across chains on the day over 

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$2,000,000. 
Fancy top. 

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They had several new updates and
changes to their game. 

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They've got a new clout feature 
rewarding broader members of 

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Crypto X that can all become 
heroes at this point. 

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A new four week season, a change
reward structure, and more. 

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Myriad introduced a new badge 
yesterday called the Myriad 

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Grandmaster Badge to those who 
have budgeted $500 or more and 

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looks like breaking right before
the show. 

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This new share to earn program 
is live. 

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So we'll get into that here 
later on as well. 

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In raise news, Analog raised $15
million through a token sale to 

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build interoperability tools 
like Firestarter for tokenizing 

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real world assets. 
And then Arch raised $13 million

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in the Series A to build 
permissionless financial rails 

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for a Bitcoin denominated world.
All right in AI and memes and NM

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TS wrapping this up AI folks, 
this was the story, one of the 

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stories of the of the night 
market cap of 18% leaders up 30 

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to 40%. 
Some notable movers like 0 

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brought up 150%, other tokens 
up, AIOS up 400%, Opie, I'm up 

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80X. 
Just some crazy movement on that

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board. 
Meme coin leaders also very 

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green, up 10 to 25%. 
Bonk was leading the way, it was

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up 20%, but Brett Pingu both up 
30 to 35% on the day. 

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Troll was a top mover on that 
Solana board, it was up 160%. 

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Pump swap actually saw its 
highest volume ever with one 

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point O $6 billion in volume 
yesterday. 

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So the pump team is cooking. 
ETH or NFTS were a little bit 

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quiet, but some of the NFT 
leaders are green. 

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Punks Up 4% at 44 with that E so
up even more in USD terms. 

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Pudgy's up 5% at 10.2 as well. 
Sounds good. 

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I love that. 
There's a lot, a lot to discuss 

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here. 
I mean, we should probably start

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with the Cantor news, right? 
It seems like that was kind of 

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like relevant to the market or 
or why don't we just go through 

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the market real? 
Quick, yeah, we can go through 

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some of the macro. 
Yeah, Let's go some of the macro

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first. 
Yeah, let's do that. 

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I know we don't have Mando. 
We could still go through price 

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actually, which is actually, I 
mean, damn, we had $94,000 

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yesterday, Tyler, love to see 
that. 

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And again this morning I think 
we went to 94.5 briefly on the 

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US Open. 
So I want to walk through the 

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events of yesterday. 
So yesterday Scott Bessette told

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a group of bankers in a closed 
door meeting that this war, this

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trade war with China was 
unsustainable and that they 

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needed to to walk back some of 
these tariffs and that it would 

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come soon. 
So I think that word got out and

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we saw stocks pumping into the 
afternoon and then around 4:00 

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or 5:00 PM after markets closed,
got there was a, an interview 

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with Trump. 
He said he's not going to play 

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hardball with Z with China, that
the tariffs will be lower than 

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145%. 
And then news broke he does plan

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to meet with Z in May. 
Then now some news that came out

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this morning. 
It looks like they're saying 

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likely 50% reduction in the 
tariffs on China, so bringing 

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them down from 145% to closer to
50 to 65%. 

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And then the Wall Street Journal
reporting that Besson also 

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talked Trump out on firing 
Powell. 

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So that's another perhaps large 
negative risk factor, yo. 

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Remove. 
We just got more news on that 

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one minute ago. 
Actually, as you're talking, 

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White House would look at 
lowering tariffs on Chinese 

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imports pending talks to 
Beijing. 

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Any steps would be in 
conjunction with China talks, 

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not unilateral. 
So rumors of talks right now, 

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it's not done but. 
It's one of those things where 

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it's it's hard to Trump's been 
so volatile, it's hard to get 

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like really fired up that he's 
not just going to change his 

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mind again, right? 
But it, it does seem like the 

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calmer heads in the room, the 
best in the world saying, OK, we

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like this is this is causing too
much havoc. 

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And I think it would be real 
chaos if if he was to walk it 

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back more from here. 
I feel like if he says no, we're

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going to go back to 145. 
I think that would cause a lot 

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of problems. 
So my gut view is that the, the 

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talks from here on will be 
holding these levels and or 

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giving more back versus more 
races in these tariffs. 

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So we'll see. 
I mean, I, I was shocked at, at 

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these odds of this deal on 
Polymarket. 

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I can send you 85%. 
They're saying 85% chance that a

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tariff deal with China gets done
by the end of May. 

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I would have guessed before 
yesterday this was like a three 

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to six month deal, maybe end of 
2025. 

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Maybe they're able to pull it up
sooner. 

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But it felt like something that 
would take some serious time and

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maybe no side's a good bet here.
I don't know. 

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I'm still like processing all 
this. 

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I don't know. 
I think they're backing down a 

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bit here, no like. 
That's a, that's a really 

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positive outcome. 
I think it's almost regardless 

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of what the end result is, just 
because of the uncertainty, it 

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will remove. 
And we haven't even seen yet 

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what the impact of, of the tears
will be, which is 'cause, you 

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know, effectively pal, like, 
he's like, we can't make any 

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decisions yet. 
We can't make any changes yet 

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until we see this data. 
Well, if we get the final 

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results, then we can start to 
see how this actually starts to 

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impact the, the broader economy.
So we're moving That uncertainty

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is huge. 
May 31st is not. 

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It's a nice 5. 
Weeks away. 

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Yes, 5 weeks is is a lot of 
time, right? 

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Like things can be fixed in the 
call here brother. 

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I hope I and I'm not a global 
trade deal expert by any means. 

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Yeah, but. 
I mean, I am OK, So I'm Iranian.

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So by default, us Iranians are 
our global trade deal experts, 

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00:10:27,400 --> 00:10:30,360
geopolitical experts, historic 
historian experts, history 

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00:10:30,360 --> 00:10:36,200
experts, you know, white BMW 
experts, you know, food experts.

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00:10:36,520 --> 00:10:40,320
So as a global economy expert 
and geopolitical expert, I think

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you know, you know, here's 
what's going on. 

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Trump threatened China. 
China doesn't like the threats. 

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They're not going to operate on 
the threats. 

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00:10:47,280 --> 00:10:51,320
They know what they have. 
You know, I think maybe America 

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overplayed their hand a little 
bit. 

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00:10:52,560 --> 00:10:54,960
Best that they were like, whoa, 
whoa, whoa, whoa, whoa. 

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But you got to relax a little 
bit over here. 

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00:10:57,920 --> 00:10:59,960
And now, you know, there seems 
like there's going to be some 

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00:10:59,960 --> 00:11:03,800
sort of a conversation. 
But that's kind of what we 

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00:11:03,800 --> 00:11:05,880
expected of Trump, right? 
Little shake and bake. 

195
00:11:07,200 --> 00:11:11,160
So we'll see. 
I mean July 31st probably the 

196
00:11:11,160 --> 00:11:15,560
better bet, but May 31st, that 
would be nice. 

197
00:11:16,440 --> 00:11:19,760
Yeah, July, I, I I could get 
behind July 31st. 

198
00:11:19,760 --> 00:11:22,200
Yeah, that's. 
There's no June here. 

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00:11:22,840 --> 00:11:25,000
Why is there no June here? 
Yeah, a little, a little 

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00:11:25,000 --> 00:11:27,360
strange. 
Right. 

201
00:11:28,880 --> 00:11:31,520
And I guess you must have to bet
that it happens. 

202
00:11:33,280 --> 00:11:37,760
So it would have to be after May
but before July for that to win,

203
00:11:38,680 --> 00:11:42,200
or else maybe not. 
Yeah, I'd have to look at the 

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00:11:42,200 --> 00:11:45,120
fine print, but some surprising 
volume as well. 

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00:11:45,120 --> 00:11:46,960
Surprising that that maybe was 
10X. 

206
00:11:47,320 --> 00:11:48,240
July. 
You know what though? 

207
00:11:49,360 --> 00:11:53,120
If you're a Dejan, you could 
punt April 30th. 

208
00:11:56,000 --> 00:11:57,680
You could punt the no side as a 
hitch. 

209
00:11:58,800 --> 00:12:03,000
And you can punt the no side of 
the heads, yeah. 8X8X on no 

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00:12:04,160 --> 00:12:06,800
that's interesting. 
I think. 

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00:12:06,920 --> 00:12:10,000
The Bull. 
The Bulls, the bull in me wants 

212
00:12:10,000 --> 00:12:13,040
the deal to go through so I I 
don't want to be on on that no 

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00:12:13,040 --> 00:12:15,160
side and I'm not that much of a 
hedger. 

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00:12:16,680 --> 00:12:22,680
Interesting. 
If, if we get an announcement of

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00:12:22,680 --> 00:12:26,240
either a pause on tariffs, I 
guess what we could get before 

216
00:12:26,240 --> 00:12:30,240
lower tariff news, we could get 
a tariff pause news which would 

217
00:12:30,240 --> 00:12:33,680
make more sense like pausing 
before deciding. 

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00:12:34,000 --> 00:12:37,560
So it's like a ceasefire almost 
right between the two. 

219
00:12:39,320 --> 00:12:41,320
You don't win. 
I guess I think we're more 

220
00:12:41,320 --> 00:12:44,880
likely to have a pause on 
tariffs like we did with US with

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00:12:44,880 --> 00:12:50,040
Canada and Mexico originally. 
Like that April second thing. 

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00:12:50,040 --> 00:12:54,800
Or was it more, I forget what it
was like, where does crypto go 

223
00:12:54,800 --> 00:12:56,680
then? 
Like it's crazy. 

224
00:12:56,680 --> 00:13:00,320
But you know, we're getting 
those headlines right now and 

225
00:13:00,320 --> 00:13:02,000
it's it's working our favor, 
right? 

226
00:13:02,320 --> 00:13:05,280
Proves you that there was a lot 
of upside, a lot of sideline 

227
00:13:05,280 --> 00:13:09,000
money waiting for for this. 
Yeah, a couple of thoughts. 

228
00:13:09,000 --> 00:13:12,360
I mean, one's like it seemed 
like the whole crypto decoupling

229
00:13:12,680 --> 00:13:16,240
narrative was a crypto was 
pumping despite stocks going 

230
00:13:16,240 --> 00:13:19,880
down and despite negative news. 
Maybe it was, you know, a hedge 

231
00:13:19,880 --> 00:13:23,320
against the dollar, it was a 
hedge against Trump firing 

232
00:13:23,320 --> 00:13:27,200
Powell. 
And then even with that, some of

233
00:13:27,200 --> 00:13:29,200
that removed, it's still 
pumping. 

234
00:13:30,000 --> 00:13:37,400
So we're kind of we're moving up
on, on the, on positive and 

235
00:13:37,400 --> 00:13:39,880
negative things here, which 
which is interesting. 

236
00:13:39,880 --> 00:13:43,000
And then Recommendo had a nice 
little tweet this morning. 

237
00:13:43,320 --> 00:13:46,200
He put he pulled up our beloved 
M2 chart, which I was a little 

238
00:13:46,200 --> 00:13:48,240
surprised. 
I love that. 

239
00:13:48,400 --> 00:13:52,320
I love. 
That too, If this plays out, I'm

240
00:13:52,320 --> 00:13:57,600
just going to throw away every 
other chart and I'm I'm simply 

241
00:13:57,600 --> 00:14:00,720
just going to look at this every
day and then see what we're 

242
00:14:00,720 --> 00:14:02,840
going to do. 
I mean, is that like this again?

243
00:14:02,840 --> 00:14:07,280
It's. 
It's up every day if you go by 

244
00:14:07,280 --> 00:14:12,120
the M2 chart with tiny little 
pullbacks, like the next 

245
00:14:12,120 --> 00:14:13,680
pullback is what? 
Like I was talking to Wiz. 

246
00:14:14,440 --> 00:14:17,160
He's like, yeah, we may see like
he's like 100%. 

247
00:14:17,160 --> 00:14:22,560
We see 88, maybe 50%, we see 84 
and tiny bit of chance at 82. 

248
00:14:22,560 --> 00:14:25,920
That's everyone expecting this 
whole pump to 90K sideline 

249
00:14:26,000 --> 00:14:29,160
capital. 
But like, think about that 88, 

250
00:14:29,240 --> 00:14:33,000
OK, 84, cool. 82, yeah, sure. 
That'll scare a few people that 

251
00:14:33,000 --> 00:14:38,320
say it was a bull trap, but you 
know, even those dips don't seem

252
00:14:38,320 --> 00:14:40,120
too scary right at this stage 
they're. 

253
00:14:40,560 --> 00:14:43,960
They're tiny. 
They're they're blips. 

254
00:14:43,960 --> 00:14:46,040
I mean, I don't think anyone's 
expecting us just to go like 

255
00:14:46,960 --> 00:14:52,480
March up 3 to 5% green every day
for the next quarter, right? 

256
00:14:53,040 --> 00:14:56,960
We we know how this works. 
But like those aren't even big 

257
00:14:56,960 --> 00:14:58,560
draw downs. 
Yeah. 

258
00:14:58,600 --> 00:15:00,600
The other question is I got the,
there's other people in the 

259
00:15:00,600 --> 00:15:01,400
time. 
I'm going to say we're just, 

260
00:15:01,400 --> 00:15:03,720
we're back in the range. 
We are right now, right? 

261
00:15:03,720 --> 00:15:05,480
Range. 
We're just going to range for 

262
00:15:05,480 --> 00:15:07,440
the 90 days. 
That's fine. 

263
00:15:07,880 --> 00:15:12,960
I'd rather range between 90 to 
100K than between 74 and 90K. 

264
00:15:14,080 --> 00:15:18,400
Of course, I mean back in the 
range is great compared to where

265
00:15:18,400 --> 00:15:19,560
we were. 
So I don't yeah, I don't think 

266
00:15:19,560 --> 00:15:24,720
it would be too upset by that. 
I think it'll. 

267
00:15:26,160 --> 00:15:27,720
I don't know this looks like 
here. 

268
00:15:27,920 --> 00:15:30,520
This looks like the last bit. 
Remember we we were joking. 

269
00:15:30,520 --> 00:15:33,600
I even found my old post saying 
like what if this happens again?

270
00:15:33,800 --> 00:15:36,040
And then I had put like a nine 
month range here. 

271
00:15:37,200 --> 00:15:41,960
If you go by So let's say this 
has played out you're like here,

272
00:15:42,160 --> 00:15:44,920
this is this on the screen, 
right? 

273
00:15:46,280 --> 00:15:49,520
So then you'd have like a tiny 
bit more chop left. 

274
00:15:49,520 --> 00:15:52,360
That's if you strictly go off of
this, which is too easy to be 

275
00:15:52,360 --> 00:15:54,720
true, right? 
So you'd have what, 48 days. 

276
00:15:54,720 --> 00:15:56,560
So it's it aligns with what 
you're saying a little bit. 

277
00:15:56,560 --> 00:16:01,160
All right, So a little bit of 
range here before we move up. 

278
00:16:01,160 --> 00:16:04,840
And that would leave us at what,
early June, which is in line 

279
00:16:04,840 --> 00:16:09,560
with what one of our main thesis
was that. 

280
00:16:10,480 --> 00:16:15,120
That's the E20201 rally where we
we, we pump in the summer. 

281
00:16:15,880 --> 00:16:18,160
If you don't think we're going 
to pump in the summer, then 

282
00:16:18,440 --> 00:16:21,440
we're back at that nine months. 
Basically the nine months plays 

283
00:16:21,440 --> 00:16:23,600
out if we go sideways all 
summer. 

284
00:16:25,320 --> 00:16:26,640
Does it? 
Let me see. 

285
00:16:26,640 --> 00:16:28,720
Hold on. 
Because really, it was this 

286
00:16:28,720 --> 00:16:30,440
range here, Tyler. 
Let me see. 

287
00:16:31,240 --> 00:16:35,320
It was 251 days, something like 
that, Yeah. 

288
00:16:35,440 --> 00:16:38,720
So that's 8. 
Months, so that was exactly 

289
00:16:39,160 --> 00:16:45,360
let's say here. 
So to July, mid-july, yeah see 

290
00:16:45,360 --> 00:16:46,840
that's when the eight months 
finishes. 

291
00:16:46,960 --> 00:16:48,320
We've been ranging forever, 
brother. 

292
00:16:48,560 --> 00:16:51,640
We started this range in 
November 1st week of November. 

293
00:16:52,560 --> 00:16:55,280
Yeah, I guess so. 
So I mean, wow, So that actually

294
00:16:55,280 --> 00:16:57,680
still aligns with the 2021. 
Yeah. 

295
00:16:57,960 --> 00:16:59,880
Right, because it really was 
late July. 

296
00:16:59,920 --> 00:17:01,800
August was when things were 
really blowing up. 

297
00:17:02,640 --> 00:17:06,520
And, and if you if and if to not
make it easy, it would make 

298
00:17:06,520 --> 00:17:08,079
sense that we pumped just a 
month before, right? 

299
00:17:08,079 --> 00:17:10,800
Because everybody's going to 
expect dumps and then everybody 

300
00:17:10,800 --> 00:17:12,440
just catches on. 
I was talking to Danny earlier. 

301
00:17:12,440 --> 00:17:14,800
It was like it happened in 2017 
where we had like an early 

302
00:17:14,800 --> 00:17:17,599
summer pump like May ish and 
then June. 

303
00:17:17,599 --> 00:17:20,359
Then usually people selling June
and then July is kind of dumpy. 

304
00:17:20,839 --> 00:17:22,599
August, then you pump again 
November. 

305
00:17:22,880 --> 00:17:25,040
If we E20201 I believe in 
cycles. 

306
00:17:25,040 --> 00:17:27,880
I know Mando and Co like some 
people seem to not we like 

307
00:17:27,880 --> 00:17:30,520
cycles, but like if you believe 
in cycles, you're thinking like 

308
00:17:30,920 --> 00:17:33,880
same, same story. 
Like you're, you're pumping here

309
00:17:33,880 --> 00:17:37,840
through the summer when we dip a
bit and then you double top 

310
00:17:37,840 --> 00:17:40,240
again like around November ish. 
But what do I know? 

311
00:17:40,240 --> 00:17:44,040
I'm just, I'm also just a DJN, 
but I like cycles and I'm 

312
00:17:44,040 --> 00:17:46,400
probably going to be trading my 
size based on a cycle. 

313
00:17:46,400 --> 00:17:48,840
Like I'm going to be taking some
chips off the table in June, 

314
00:17:49,520 --> 00:17:52,280
small, I'm going to be taking 
some more chips off the table in

315
00:17:52,280 --> 00:17:54,760
Q4 and then I'll see what 
happens in Q1. 

316
00:17:54,760 --> 00:17:58,160
You know, that's my plan. 
I'm looking to put chips on the 

317
00:17:58,160 --> 00:18:01,800
table my friend I'm. 
All this I have nothing else. 

318
00:18:01,880 --> 00:18:05,880
I come to him too. 
I'm trying to comb through my 

319
00:18:05,880 --> 00:18:09,200
couch questions to find some 
digital coins that I can that I 

320
00:18:09,520 --> 00:18:12,160
can get back into some new 
runners. 

321
00:18:12,440 --> 00:18:16,440
The the wild card here, while 
we're talking on timelines, that

322
00:18:16,480 --> 00:18:21,240
180 day clock on the the US 
strategic Bitcoin Reserve plan, 

323
00:18:22,520 --> 00:18:25,080
I want to say that clock started
around January 30th. 

324
00:18:26,720 --> 00:18:32,040
So 180 days, six months, it's in
July. 

325
00:18:34,320 --> 00:18:39,000
Six months is July. 
If we get that plan mid to late 

326
00:18:39,000 --> 00:18:42,120
July, it's got any surprises in 
there? 

327
00:18:42,280 --> 00:18:44,600
I don't. 
Know I think I put on the record

328
00:18:44,600 --> 00:18:50,920
like your May June pump, you 
know, it's selling mango away 

329
00:18:50,920 --> 00:18:54,920
has become too consensus again, 
you know, because the last three

330
00:18:54,920 --> 00:18:58,000
Mays were horrible. 
Last May I was so dumb. 

331
00:18:58,000 --> 00:19:02,720
I was all that was a big fucking
big and I remember just like ha 

332
00:19:02,800 --> 00:19:04,520
ha ha, everyone's going to sell 
it May go away. 

333
00:19:04,520 --> 00:19:06,560
I'm stupid. 
I didn't sell shit and I was 

334
00:19:06,560 --> 00:19:10,520
sick come June I was like sick 
to my stomach. 

335
00:19:12,160 --> 00:19:14,320
So I don't know, we'll see this 
time around. 

336
00:19:14,960 --> 00:19:18,440
By May and pray. 
Well, I bought an April, but you

337
00:19:18,440 --> 00:19:19,760
know why? 
Because everyone's going to buy 

338
00:19:19,760 --> 00:19:22,240
in May and they'll buy my bags 
in May. 

339
00:19:22,560 --> 00:19:24,120
Buy Farox bags in May and pray 
we. 

340
00:19:27,120 --> 00:19:28,960
Were looking at Bitcoin, I think
we got to take a look at ETH 

341
00:19:28,960 --> 00:19:31,760
real quick. 
I mean it's let's go big, big 

342
00:19:31,760 --> 00:19:37,160
move of 10%. 
When's the last time we had 10% 

343
00:19:37,160 --> 00:19:40,400
candle? 
To please don't, let's not do 

344
00:19:40,400 --> 00:19:43,360
this because we know what's 
going to happen if we like, 

345
00:19:43,360 --> 00:19:51,000
celebrate this. 2 days ago ETH 
was 1560 and it was well, 

346
00:19:51,200 --> 00:19:54,280
yesterday on the show we were 
like, Bitcoin's going to go back

347
00:19:54,280 --> 00:19:57,760
to 100K and it's going to be 
1800 and it said 1800 1/2. 

348
00:19:58,880 --> 00:20:03,880
So now, So what do we revise it 
to? 

349
00:20:04,840 --> 00:20:09,880
If Bitcoin say Bitcoin legs up 
to 100K in the next two weeks on

350
00:20:09,880 --> 00:20:11,640
this momentum, what's our new 
target for ETH? 

351
00:20:11,640 --> 00:20:20,680
It can't be 1800. 1900, come on,
it's got to be over. 

352
00:20:20,680 --> 00:20:23,760
I think it's probably 2100. 
Now I, I just like, so I wish 

353
00:20:23,760 --> 00:20:25,240
Mando was here too because I'd 
love to have a three-way 

354
00:20:25,240 --> 00:20:26,600
conversation or debate with 
people. 

355
00:20:26,600 --> 00:20:30,960
Like I have a question for you 
guys like, and I, I've talked 

356
00:20:30,960 --> 00:20:32,680
about the show before. 
So if you listen to the show a 

357
00:20:32,680 --> 00:20:34,400
long time, I've mentioned this a
lot. 

358
00:20:36,280 --> 00:20:39,760
Ethereum can still be the most 
decentralized and best platform 

359
00:20:39,760 --> 00:20:42,880
to build, but that still doesn't
mean the token is worth $200 

360
00:20:42,880 --> 00:20:45,760
billion and more. 
Sure. 

361
00:20:47,480 --> 00:20:51,440
But I guess like I just don't 
like why would he go to like 

362
00:20:51,440 --> 00:20:53,800
5000 here? 
Like what would be what would it

363
00:20:53,800 --> 00:20:57,120
take like with what it makes no 
money that all the money's going

364
00:20:57,120 --> 00:21:00,760
to L twos and the L twos are 
vampires that king L1 right now.

365
00:21:04,000 --> 00:21:06,680
Buyers catching the Bitcoin 
tailwinds. 

366
00:21:06,680 --> 00:21:08,440
Maybe that's the the strongest 
narrative right now. 

367
00:21:08,440 --> 00:21:12,480
So the ETFs flipped big green 
yesterday on even on ETH. 

368
00:21:13,800 --> 00:21:17,000
But SUI for example is up 30%. 
Solana's up big. 

369
00:21:17,000 --> 00:21:19,840
So like on top of the L2 is 
vampire attacking ETH itself. 

370
00:21:19,840 --> 00:21:23,600
I think L1's are starting to 
also vampire attack Ethereum 

371
00:21:23,600 --> 00:21:25,920
right? 
Absolutely. 

372
00:21:26,000 --> 00:21:28,160
And I'm not saying that I think.
Yeah, of course. 

373
00:21:28,640 --> 00:21:32,240
A better buy than solar Sui. 
I kind of like the faster 

374
00:21:32,880 --> 00:21:38,800
younger horses just from the 
trading hat, but the if you 

375
00:21:38,800 --> 00:21:41,240
think institutional capital is 
going to continue to be a big 

376
00:21:41,240 --> 00:21:45,680
trend this year and that's where
a lot of the marginal buyers 

377
00:21:45,680 --> 00:21:50,320
come or or even retail capital 
through institutions. 

378
00:21:50,600 --> 00:21:53,520
But if all the other ETFs get 
approved, that fucks it even 

379
00:21:53,520 --> 00:21:55,760
more, no? 
Yeah, When's that going to 

380
00:21:55,760 --> 00:21:58,760
happen? 
You're right, not going to 

381
00:21:58,760 --> 00:22:02,480
happen for six months. 
Solana closer to time I guess 

382
00:22:02,480 --> 00:22:04,160
than the rest. 
It could be. 

383
00:22:04,160 --> 00:22:05,160
I feel like it's like a coin 
flop. 

384
00:22:05,160 --> 00:22:07,720
Part of me thinks they're going 
to the SEC is going to move fast

385
00:22:07,840 --> 00:22:11,520
and maybe it's in. 
It's the summer part of me. 

386
00:22:11,560 --> 00:22:15,000
I think the more traditional 
consensus view is it's Q4. 

387
00:22:15,280 --> 00:22:17,280
Because I found it very bearish 
for ETH. 

388
00:22:17,360 --> 00:22:19,560
Like for example, BlackRock has 
its own blockchain now. 

389
00:22:19,560 --> 00:22:23,400
Securitize what? 
Not converge what? 

390
00:22:23,400 --> 00:22:26,120
Securitize. 
Like Bank of America can just 

391
00:22:26,120 --> 00:22:29,840
create its own private chain. 
Like back then the narrative we 

392
00:22:30,200 --> 00:22:32,760
we lost it. 
Like the ETH narrative got lost.

393
00:22:32,760 --> 00:22:36,200
Like after the whole like 
ultrasound money thing, the 

394
00:22:36,200 --> 00:22:38,400
narrative should have always 
been that it's going to be. 

395
00:22:39,160 --> 00:22:42,680
And that's what Dean, this 
investor, pushes a lot to his to

396
00:22:42,680 --> 00:22:46,320
his credit that like Ethereum, 
is the chain where institutions 

397
00:22:46,320 --> 00:22:50,000
going to RWA tokenize 
everything. 

398
00:22:50,600 --> 00:22:52,280
But now they're creating their 
own chains. 

399
00:22:57,120 --> 00:23:00,840
But they're but that's the Bank 
of America chain then then 

400
00:23:00,840 --> 00:23:03,040
that's the BlackRock chain. 
So if you still want the 

401
00:23:03,680 --> 00:23:06,400
decentralized permissionless 
route, still Ethereum. 

402
00:23:07,880 --> 00:23:10,640
Do people care about that? 
Some some do. 

403
00:23:11,080 --> 00:23:13,640
You and me do. 
I don't know if people do, but 

404
00:23:13,760 --> 00:23:17,080
yeah, like someone said, 
BlackRock doesn't care about if 

405
00:23:17,080 --> 00:23:19,400
they just picked it because it 
was second biggest market cap. 

406
00:23:19,400 --> 00:23:23,440
I have to agree with you like. 
Maybe that's enough. 

407
00:23:24,280 --> 00:23:29,720
That's what I'm saying. 
Just like we keep going back and

408
00:23:29,720 --> 00:23:30,120
forth this. 
Is. 

409
00:23:30,160 --> 00:23:32,440
Yeah, of course, of course. 
Right, like I don't know if what

410
00:23:32,440 --> 00:23:34,760
pushes it back to 4K. 
But that's the thing, right? 

411
00:23:34,760 --> 00:23:37,440
It's like if you were there 
having this dilemma, I think 

412
00:23:37,440 --> 00:23:39,760
This is why ether is lagging 
because we're having an honest 

413
00:23:39,760 --> 00:23:44,880
conversation, but an asset that 
we own both like own NFTS on, 

414
00:23:44,880 --> 00:23:47,800
for example, like I'm building 
mirror NL 2, which is 

415
00:23:47,800 --> 00:23:52,360
technically Ethereum. 
So I don't know, I don't know. 

416
00:23:52,360 --> 00:23:55,720
I, I think think about this all 
the time, man, We'll see. 

417
00:23:56,040 --> 00:23:57,400
It's a lot of holders, that's 
for sure. 

418
00:23:57,800 --> 00:24:01,360
And I would love for ETH to 
recover because stuff like Pepe 

419
00:24:01,360 --> 00:24:05,720
mog, wrecked crypto punks, 
Penguins, the L2's thrive like 

420
00:24:05,720 --> 00:24:10,520
the the ecosystem of ETH, the 
$110 billion TVL, you know what 

421
00:24:10,560 --> 00:24:13,880
I mean? 
There's a lot of money on here 

422
00:24:13,880 --> 00:24:15,720
and you want it to go higher, 
you know? 

423
00:24:15,720 --> 00:24:23,600
Anyways, what else Tyler? 
Big move in the punk floor on 

424
00:24:23,600 --> 00:24:25,600
the ETH move yeah, let's let's 
go. 

425
00:24:25,800 --> 00:24:29,040
So we, we, we, yeah, we can see 
that real quick. 

426
00:24:29,360 --> 00:24:31,280
What how's the how's the price 
ratio going? 

427
00:24:32,840 --> 00:24:37,800
We're still down, let's see, 78 
K So we're still down 16 

428
00:24:37,800 --> 00:24:39,760
percent, 17%. 
Still a big move. 

429
00:24:41,760 --> 00:24:44,040
We, we finally broke that like 
42 level. 

430
00:24:44,320 --> 00:24:47,960
So now it jumped to 44. 
The board is still super thin. 

431
00:24:47,960 --> 00:24:50,960
I mean, you were just scrolling 
through it like there's not a 

432
00:24:50,960 --> 00:24:52,920
whole lot of. 
Oh, it's sold. 

433
00:24:53,400 --> 00:24:55,760
Yeah, your girl. 
Finally. 

434
00:24:55,760 --> 00:24:59,240
So it took forever to sell. 
Right before the show I think 86

435
00:24:59,240 --> 00:25:04,520
K that looks good in USD. 
Yeah, they're nice. 

436
00:25:06,840 --> 00:25:09,880
Anyways, anyone, anyone holding 
Ethan empty is is rooting for 

437
00:25:09,880 --> 00:25:12,600
this one. 
But yeah, let's talk about the 

438
00:25:12,600 --> 00:25:15,360
Cantor news. 
And I think this is another big 

439
00:25:15,360 --> 00:25:19,160
driver for, for crypto, for for 
Bitcoin, probably specifically. 

440
00:25:19,160 --> 00:25:23,960
So Cantor teaming up, SoftBank 
tethered Bitfinex, saying it's a

441
00:25:23,960 --> 00:25:27,280
reported $3 billion deal. 
They're effectively pooling 

442
00:25:27,280 --> 00:25:33,720
capital to form a new company. 
It's called 21 Capital, and they

443
00:25:33,720 --> 00:25:36,760
are going to be a Bitcoin 
acquisition vehicle, very 

444
00:25:36,760 --> 00:25:39,640
similar to Michael Saylor's 
strategy. 

445
00:25:39,960 --> 00:25:43,200
It looks like Cantor. 
So this is Brandon Lutnick, 

446
00:25:43,240 --> 00:25:47,680
Howard Lutnick's son. 
So ties to the White House at 

447
00:25:47,680 --> 00:25:51,840
the highest levels they are 
putting in. 

448
00:25:52,840 --> 00:25:54,880
Let's see. 
Well, so it's 1.5 billion from 

449
00:25:54,880 --> 00:25:58,480
Tether, 900 million from 
SoftBank, 600 million from 

450
00:25:58,480 --> 00:26:01,680
Bitfinex. 
So I'm actually not sure exactly

451
00:26:01,680 --> 00:26:05,200
what what Cantor, maybe Cantor 
is just running the operations 

452
00:26:05,760 --> 00:26:10,040
on this. 
But huge news, huge headlines, 

453
00:26:10,120 --> 00:26:13,800
impacts on the White House. 
I think SoftBank being pulled in

454
00:26:13,800 --> 00:26:18,160
is a huge part of this as well. 
You know, they are one of the 

455
00:26:19,480 --> 00:26:23,520
the companies investing up to 
like 50 billion in AI in the 

456
00:26:24,040 --> 00:26:26,080
United States. 
I think it's 50, maybe it's 500,

457
00:26:26,680 --> 00:26:28,400
but they were they're leading 
that charge. 

458
00:26:28,960 --> 00:26:32,840
They've got deep, deep pockets. 
And if they're getting into the 

459
00:26:32,840 --> 00:26:36,800
Bitcoin acquisition game, it's 
pretty interesting, right? 

460
00:26:36,800 --> 00:26:41,120
So institutions are buying 
don't, don't want them steal 

461
00:26:41,120 --> 00:26:44,400
your Bitcoin. 
It's really playing out like we 

462
00:26:44,400 --> 00:26:48,400
talked about it like every day 
now I've got a headline of a 

463
00:26:48,400 --> 00:26:53,640
company buying Bitcoin or Solana
now not eat, interestingly 

464
00:26:53,640 --> 00:26:58,240
enough, but we've had a couple 
companies this week, Upexi and 

465
00:26:58,240 --> 00:27:01,680
and Jan over they're buying 
Solana. 

466
00:27:01,920 --> 00:27:06,520
We've got metaplanet buying 
Bitcoin every week now it seems 

467
00:27:06,520 --> 00:27:08,000
strategy. 
And then of course, I got all 

468
00:27:08,000 --> 00:27:10,840
these other smaller companies 
are are jumping in. 

469
00:27:11,040 --> 00:27:15,960
Now you've got bigger ones. 
So I think 3 billion in Bitcoin 

470
00:27:15,960 --> 00:27:18,880
is already going to racket 
ratchet them up the the 

471
00:27:18,880 --> 00:27:20,640
rankings. 
I'd have to look at what 

472
00:27:20,640 --> 00:27:22,520
Tesla's. 
I think Tesla's got closer to a 

473
00:27:22,520 --> 00:27:23,840
billion. 
So they would already pass 

474
00:27:23,840 --> 00:27:28,240
Tesla. 
Logan just wrote a story on the 

475
00:27:28,240 --> 00:27:29,880
top ten companies holding 
Bitcoin. 

476
00:27:29,880 --> 00:27:32,200
I'd have to look back at that. 
But this, I think they would be 

477
00:27:32,200 --> 00:27:36,400
top five probably. 
I'll see if I can find it here 

478
00:27:36,400 --> 00:27:38,680
during the show, but this was a 
big one. 

479
00:27:39,640 --> 00:27:41,200
This is huge. 
This is huge. 

480
00:27:41,520 --> 00:27:43,080
I don't need to reiterate. 
You said all. 

481
00:27:43,160 --> 00:27:44,440
We talk about this every single 
day. 

482
00:27:45,360 --> 00:27:48,160
There's nothing else to see. 
But it's just where there's 

483
00:27:48,160 --> 00:27:50,240
going to be 20 of these, there's
going to be 100, there's going 

484
00:27:50,240 --> 00:27:53,080
to be 5. 
Hundred of these I agree. 

485
00:27:54,080 --> 00:27:56,200
You know, that's it. 
That's that's really today's 

486
00:27:56,200 --> 00:27:57,440
show. 
By the way, the today's code is 

487
00:27:57,440 --> 00:28:03,720
Bitcoin. 
So if you're a raffle, but the 

488
00:28:04,280 --> 00:28:07,720
code today is Bitcoin, Bitcoin, 
Bitcoin is the code. 

489
00:28:07,720 --> 00:28:09,960
Anyways, I, I want to go through
this topic. 

490
00:28:09,960 --> 00:28:12,520
Someone here is saying I'm 
bidding on a goat comeback. 

491
00:28:12,520 --> 00:28:16,000
I mean, that makes me think that
makes me think of the AI board 

492
00:28:16,000 --> 00:28:18,880
because OSF is also mentioning 
in the chat saying, I mean, you 

493
00:28:18,880 --> 00:28:21,840
and Ovi are the only two people 
in all the crypto talking about 

494
00:28:21,840 --> 00:28:24,280
AI16Z, so we may as well go 
there. 

495
00:28:24,760 --> 00:28:26,280
That's because you do cover the 
AI board. 

496
00:28:26,440 --> 00:28:27,840
So what do you how do you feel 
about that? 

497
00:28:27,840 --> 00:28:29,960
Let's open cookie dot font. 
It's been a while. 

498
00:28:30,160 --> 00:28:31,160
Yeah. 
So let's open it up. 

499
00:28:31,560 --> 00:28:33,680
I want to look at the board big 
picture. 

500
00:28:34,000 --> 00:28:38,160
There's a question if Bitcoin 
rallies, what else is going to 

501
00:28:38,160 --> 00:28:41,120
rally? 
With the 8 billion still? 

502
00:28:41,760 --> 00:28:45,280
We got some of our answers. 
Memes, so alt pumps like sweet 

503
00:28:45,280 --> 00:28:49,880
was up 25%, memes up 15 to 20% 
far coin we talked about at a 

504
00:28:49,880 --> 00:28:55,160
time this AI board really popped
yesterday like it popped the 

505
00:28:55,160 --> 00:28:59,320
most. 
So the leaders were up 30 to 

506
00:28:59,320 --> 00:29:01,120
40%. 
Wow. 

507
00:29:02,360 --> 00:29:07,920
And I'm talking about like, I 
mean, virtuals right now is up 

508
00:29:07,920 --> 00:29:11,720
27% at 500 million. 
And that's a $500 million token.

509
00:29:12,200 --> 00:29:13,400
So I guess it's a pretty big 
move. 

510
00:29:13,400 --> 00:29:16,720
So it added over 100 million in 
market cap yesterday. 

511
00:29:16,720 --> 00:29:20,040
AI 16, ZS up 20% back to 200 
million. 

512
00:29:20,440 --> 00:29:23,360
This Alchemy tokens up 20 
percent, 175. 

513
00:29:23,360 --> 00:29:26,080
So it looks like we we cooled 
off a bit from just like a a 

514
00:29:26,080 --> 00:29:31,080
massive overnight rally. 
That ACT token, the one that got

515
00:29:31,080 --> 00:29:33,800
listed on finance earlier is up 
40%. 

516
00:29:35,360 --> 00:29:37,040
Zero bro. 
Zero bro. 

517
00:29:38,360 --> 00:29:40,440
I don't know, this is not enough
for me to get excited. 

518
00:29:40,440 --> 00:29:42,280
You. 
Know it's up 170%. 

519
00:29:42,600 --> 00:29:44,120
I know, but look at the fucking 
thing. 

520
00:29:44,880 --> 00:29:47,640
I'm not racing into zero bro. 
I know you're not, but I'm just 

521
00:29:47,640 --> 00:29:51,560
saying for people in general, 
like don't chase 170% pump, you 

522
00:29:51,560 --> 00:29:53,160
know? 
We're in a really interesting 

523
00:29:53,160 --> 00:29:56,760
position on these, so that a lot
of these were all called dead. 

524
00:29:56,760 --> 00:29:58,120
I thought they were dead. 
Yeah. 

525
00:29:59,160 --> 00:30:02,680
They caught big pumps. 
And I do think there's a little 

526
00:30:02,680 --> 00:30:05,960
bit of impulse like should we 
get back into these things? 

527
00:30:06,880 --> 00:30:09,600
Like I'm, I'm facing that. 
So like goat, Goat's up 15%. 

528
00:30:09,600 --> 00:30:11,240
It's 71,000,000. 
So it's not up as much. 

529
00:30:11,240 --> 00:30:14,440
But like, I think there's like 
if you were in the AI trade 

530
00:30:14,520 --> 00:30:18,040
November to January, like you, 
you know, your, your favorite, 

531
00:30:18,800 --> 00:30:22,240
you know, the tokens you like 
and it's like, oh, do I go back 

532
00:30:22,240 --> 00:30:24,080
in? 
So I've been thinking about that

533
00:30:24,080 --> 00:30:25,080
this morning. 
I'm sitting on my hands. 

534
00:30:25,080 --> 00:30:27,760
I haven't made any moves. 
I don't really, I don't really 

535
00:30:27,760 --> 00:30:29,760
have exposure to the sector 
right now. 

536
00:30:29,800 --> 00:30:33,400
So like AI 16. 
Yeah, yeah. 

537
00:30:33,600 --> 00:30:35,960
I kind of put Park on his side 
right now. 

538
00:30:37,280 --> 00:30:42,600
It's its own thing, but AI 16, 
ZI was in for a long time with 

539
00:30:42,600 --> 00:30:47,840
Ovi, cut ties with it, I want to
say back in February, I think 

540
00:30:47,840 --> 00:30:49,840
still higher than where it is 
right now. 

541
00:30:51,520 --> 00:30:56,760
If I'm looking at this board and
thinking about ways to 

542
00:30:56,760 --> 00:31:00,440
potentially get exposure, I like
new tokens. 

543
00:31:01,360 --> 00:31:03,760
So I think Prompt is still one 
of the stronger horses on this 

544
00:31:03,760 --> 00:31:07,840
list. 
They're up 26%, they're back at 

545
00:31:07,840 --> 00:31:10,680
30 cents. 
I think you, you got to take a 

546
00:31:10,680 --> 00:31:13,680
look at the leaders because 
that's where I think the 

547
00:31:13,680 --> 00:31:15,400
reflexive capital is going to 
go. 

548
00:31:15,400 --> 00:31:18,320
But I think you also want to 
evaluate how strong their 

549
00:31:18,320 --> 00:31:21,360
narrative still is. 
So like the AI agent launchpad 

550
00:31:21,840 --> 00:31:25,400
isn't interesting to me as a 
narrative like we we had that 

551
00:31:26,680 --> 00:31:31,360
there is no demands right now 
for tokenized AI agent reply 

552
00:31:31,360 --> 00:31:33,040
guys. 
So I think you got to be 

553
00:31:33,040 --> 00:31:36,760
building more than that set to 
really command a higher 

554
00:31:36,760 --> 00:31:38,320
evaluation. 
I guess I don't know exactly 

555
00:31:38,320 --> 00:31:41,920
what else AI16Z is getting into 
right now. 

556
00:31:42,320 --> 00:31:47,320
I don't know. 
I it's not sorry OB, I need you 

557
00:31:47,320 --> 00:31:48,640
to pitch me the bull case. 
I don't. 

558
00:31:48,640 --> 00:31:51,080
I don't see it. 
I think his bull case is simply 

559
00:31:51,080 --> 00:31:55,560
like if crypto prices go up, 
these prices go up. 

560
00:31:55,840 --> 00:31:58,640
Generally, I think this is it 
because I mean, what are we 

561
00:31:58,640 --> 00:32:01,920
bullish on? 
Like have we even heard any news

562
00:32:01,920 --> 00:32:03,800
from all these people doing like
this all? 

563
00:32:04,400 --> 00:32:07,800
So that's that's the other 
factor I think to watch is like 

564
00:32:08,160 --> 00:32:10,920
what teams were kind of still 
building over the last three 

565
00:32:10,920 --> 00:32:13,120
months. 
I'm asking what what team? 

566
00:32:13,280 --> 00:32:18,160
What teams were? 
Building so I got I well, we, we

567
00:32:18,160 --> 00:32:20,720
really did not have many major 
announcements over the last few 

568
00:32:20,720 --> 00:32:21,760
months. 
What did we? 

569
00:32:21,760 --> 00:32:24,120
Hear combing. 
I wasn't not combing through 

570
00:32:24,720 --> 00:32:27,320
these lists, but I was, I was 
trying to do at least surface 

571
00:32:27,320 --> 00:32:29,880
level reporting on this sector. 
Over the last three months, I, I

572
00:32:29,880 --> 00:32:34,440
rarely even had one, one bullet 
of news on any given day. 

573
00:32:34,440 --> 00:32:36,240
So I was mostly just covering 
price action. 

574
00:32:36,560 --> 00:32:39,560
I think Virtuals has had a few 
announcements, You know, they've

575
00:32:39,560 --> 00:32:42,920
been doing hackathons, they're 
working on some Genesis feature.

576
00:32:42,920 --> 00:32:44,840
I actually don't even know what 
that is. 

577
00:32:44,880 --> 00:32:51,720
AI16Z has been talking about 
their Eliza V2 and their auto 

578
00:32:51,720 --> 00:32:54,720
dot phone launchpad, which is 
not going to have a token. 

579
00:32:54,720 --> 00:32:57,160
So that does remove some of the 
risks there. 

580
00:32:57,160 --> 00:33:01,560
They would have perhaps another 
token, but I'm still not 

581
00:33:02,320 --> 00:33:05,440
necessarily exactly sure. 
OK, look, I was going to say 

582
00:33:05,440 --> 00:33:08,480
like who shipped what? 
And this is like Griffin was 

583
00:33:08,480 --> 00:33:11,640
active on social shipping little
things here and there. 

584
00:33:14,520 --> 00:33:18,480
OK, turned like they were 
shipping a little like, OK, OK, 

585
00:33:18,480 --> 00:33:22,800
so the 5th, the 11th and the 
17th, 17th, they shipped little 

586
00:33:22,800 --> 00:33:25,680
things like here, here, here. 
So, OK, so they were around in 

587
00:33:25,680 --> 00:33:27,960
April. 
Create get it. 

588
00:33:27,960 --> 00:33:32,240
OK, so March, so every couple 
weeks or two like March 12th. 

589
00:33:32,560 --> 00:33:35,400
OK, March 14th. 
OK, so they shipped some stuff. 

590
00:33:35,400 --> 00:33:39,160
Let's see Arc. 
And Griffin up 50%, so one of 

591
00:33:39,160 --> 00:33:41,280
the top movers. 
Arc dot fun. 

592
00:33:41,280 --> 00:33:42,040
What do they ship? 
I. 

593
00:33:42,520 --> 00:33:44,160
Really do not remember saying 
much from ARC. 

594
00:33:44,360 --> 00:33:46,880
I only care if the team ships 
something during this. 

595
00:33:46,880 --> 00:33:48,240
That doesn't mean I'm buying 
them by the way. 

596
00:33:49,240 --> 00:34:01,440
OK, so. 
Looks like they're big on this 

597
00:34:01,440 --> 00:34:11,600
MCP and Ryzome thing. 
Maybe it's time to to get the 

598
00:34:11,600 --> 00:34:13,440
founders back, back on the show 
and say what? 

599
00:34:13,440 --> 00:34:15,199
What do you guys been doing for 
three months? 

600
00:34:15,520 --> 00:34:17,800
Yeah, we started kind of going 
down the path and then. 

601
00:34:18,600 --> 00:34:20,480
I don't, I don't know, looks 
like Griffin shipped some 

602
00:34:20,480 --> 00:34:22,880
things. 
Look please guys, if you're 

603
00:34:22,880 --> 00:34:26,120
going to buy these tokens again,
do what I am just did, but maybe

604
00:34:26,120 --> 00:34:28,920
a little more thorough and just 
look if they ship things, even 

605
00:34:28,920 --> 00:34:31,719
little things like Griffin, I 
never really bought it, but I 

606
00:34:31,719 --> 00:34:33,520
don't care. 
Like first glance I saw April 

607
00:34:33,520 --> 00:34:37,040
17th, April 11th and April 5th. 
They shipped 3 little things for

608
00:34:37,040 --> 00:34:40,159
their thing, meaning that they 
they they hey I know on ships 

609
00:34:40,159 --> 00:34:42,520
daily. 
I did see that that means that 

610
00:34:42,520 --> 00:34:45,520
they they tried see someone 
saying Griffin auschemist tank 

611
00:34:45,520 --> 00:34:47,560
arch arch have been building 
hand on it. 

612
00:34:47,679 --> 00:34:51,080
Like I don't know enough. 
Like I I tuned out of this shit.

613
00:34:51,760 --> 00:34:53,760
That's what I'm saying. 
Like go make sure that the 

614
00:34:53,760 --> 00:34:57,040
people that you're going to buy 
their tokens from actually ship 

615
00:34:57,040 --> 00:35:00,840
because it was just like a three
month dip and builder terms. 

616
00:35:00,840 --> 00:35:03,720
Three months is fucking nothing.
You know what I mean? 

617
00:35:03,720 --> 00:35:07,520
Like if you gave up after three 
months, you know? 

618
00:35:10,440 --> 00:35:12,760
So this was an interesting one. 
This was, I would not guess this

619
00:35:13,240 --> 00:35:18,040
that we get the first big green 
candles in Bitcoin and ETH and 

620
00:35:18,080 --> 00:35:20,640
the crypto AI sector is the top 
winner. 

621
00:35:21,320 --> 00:35:23,520
I mean, I guess I always thought
we would probably get another 

622
00:35:23,640 --> 00:35:26,640
crypto AI run, but I didn't 
necessarily think it would be 

623
00:35:26,680 --> 00:35:29,760
all the the old ones just 
immediately pumping on that. 

624
00:35:29,760 --> 00:35:34,040
So they did. 
I think today is a risky day to 

625
00:35:34,040 --> 00:35:37,200
enter these again. 
I want to see a little bit more.

626
00:35:37,560 --> 00:35:39,640
And then I think to your point, 
if you're really going to start 

627
00:35:39,640 --> 00:35:42,840
investing, you want to take a 
look at what what the the 

628
00:35:42,840 --> 00:35:45,600
current value proposition is, 
what they're building, what 

629
00:35:45,600 --> 00:35:47,600
they've been able to accomplish 
over the last few months. 

630
00:35:48,080 --> 00:35:49,720
And does it make sense of these 
prices? 

631
00:35:50,840 --> 00:35:52,720
But I mean, if we're just going 
to run it all back, then they're

632
00:35:52,720 --> 00:35:54,240
all cheap. 
Maybe Ovie's right. 

633
00:35:57,000 --> 00:35:59,840
The good thing about Ovie is 
even though he could be wrong on

634
00:35:59,840 --> 00:36:02,120
certain calls, like you know how
he was like adamant but far 

635
00:36:02,120 --> 00:36:03,960
coin, but then he was buying 
those dips. 

636
00:36:03,960 --> 00:36:06,480
They were down there in the 
money still at least he's always

637
00:36:06,480 --> 00:36:09,720
buying dips. 
So like he did buy far coin and 

638
00:36:09,720 --> 00:36:13,480
then his AI 16 is not green 
because he bought like while 

639
00:36:13,480 --> 00:36:15,800
everybody was capitulating, he 
was buying. 

640
00:36:16,560 --> 00:36:21,480
So it works out for him, you 
know, So I in that sense, you're

641
00:36:21,480 --> 00:36:24,240
right. 
Just give it a shot, you know, 

642
00:36:24,240 --> 00:36:27,840
at $50 million, I mean, fuck, at
$300 million, we were wondering 

643
00:36:27,840 --> 00:36:29,920
on the show if we should be 
buying ARC to go to a billion, 

644
00:36:29,920 --> 00:36:33,040
you know what I mean? 
So like, Speaking of which AI 

645
00:36:33,040 --> 00:36:36,080
and stuff, Ovie's coin wrecked. 
I was, I was looking this 

646
00:36:36,080 --> 00:36:38,400
morning. 
So the one of the only things I 

647
00:36:38,400 --> 00:36:42,880
didn't sell, not even a, a penny
of it was wrecked during this 

648
00:36:42,880 --> 00:36:45,240
downtime. 
Because I know my boy, first of 

649
00:36:45,240 --> 00:36:48,840
all is my boy, you know, I 
helped them out here and there, 

650
00:36:49,080 --> 00:36:51,640
this and that, but it's back to 
20 mil. 

651
00:36:51,720 --> 00:36:54,040
Do you believe that Ovie's going
to ship 20 minutes? 

652
00:36:54,040 --> 00:36:56,880
What the TG that on gate? 
So I would look at things like 

653
00:36:56,880 --> 00:36:58,720
that, right? 
So similarly, right. 

654
00:36:58,720 --> 00:37:00,040
It's like they're lunching in 
your flavor. 

655
00:37:00,160 --> 00:37:02,240
Ovie's tweeting about how he's 
got a bunch of shit shipping. 

656
00:37:02,320 --> 00:37:04,320
You know, he's got a bunch of 
announcement partnerships. 

657
00:37:04,920 --> 00:37:08,200
A lot of these companies are 
back or company tokens. 

658
00:37:09,480 --> 00:37:13,440
Company adjusted tokens are back
to the prices they were when you

659
00:37:13,440 --> 00:37:16,720
wish you bought them. 
Definitely. 

660
00:37:17,600 --> 00:37:20,880
So like when when when when when
back was 120 mil. 

661
00:37:20,880 --> 00:37:22,760
It was like Oh my God, I wish I 
part took a 20 mil. 

662
00:37:23,000 --> 00:37:25,560
It's a 20 mil today. 
I just checked during the show. 

663
00:37:25,560 --> 00:37:27,520
I forgot I turned out. 
So I was like, OK, cool. 

664
00:37:27,520 --> 00:37:28,640
You know what I mean. 
So. 

665
00:37:29,400 --> 00:37:33,480
This that's how you 10 XS right 
is you got to buy when it's 

666
00:37:33,480 --> 00:37:35,160
quiet when no one else is doing 
it. 

667
00:37:35,760 --> 00:37:39,480
Because the farmer made the same
point, Tyler Bitcoin went to 94 

668
00:37:39,480 --> 00:37:41,400
K, your favorite altcoin did 
not. 

669
00:37:42,040 --> 00:37:44,160
So you're not too late to buying
things. 

670
00:37:44,760 --> 00:37:46,040
You're still early to buying 
things. 

671
00:37:46,040 --> 00:37:48,960
Sure, if it dips again, it dips,
but there is still some room to 

672
00:37:48,960 --> 00:37:51,240
run. 
And then the second leg, usually

673
00:37:51,360 --> 00:37:53,320
you look at the things that 
actually ditch it. 

674
00:37:53,760 --> 00:37:55,560
Don't go by just vaporware 
because the vaporware is 

675
00:37:55,560 --> 00:37:58,800
probably going to be left 
behind, but the there will be 

676
00:37:58,840 --> 00:38:02,320
vapor that pumps by the way. 
But it's I feel like it's easier

677
00:38:02,320 --> 00:38:04,640
this time around. 
Like I feel like I was telling 

678
00:38:04,640 --> 00:38:07,280
you this in the chat earlier. 
I was like pick an all, pick a 

679
00:38:07,280 --> 00:38:10,480
meme coin and pick a major and I
have a feeling if you pick 3 

680
00:38:10,480 --> 00:38:13,920
coins like that one, one major 
and 11 meme, you're probably 

681
00:38:13,920 --> 00:38:15,560
going to outperform 90% of CT 
so. 

682
00:38:18,440 --> 00:38:21,680
There's some way to look at it 
and you're you're you're kind of

683
00:38:21,680 --> 00:38:24,360
saying don't over diversify. 
Yeah, kind of make more 

684
00:38:24,360 --> 00:38:26,920
concentrated bets. 
I think it makes sense. 

685
00:38:28,440 --> 00:38:30,040
We talked about AI. 
You were talking about 

686
00:38:30,040 --> 00:38:33,800
vaporware? 
That meme coin board was pretty 

687
00:38:33,800 --> 00:38:34,800
damn green as well. 
What? 

688
00:38:34,920 --> 00:38:37,720
Are we looking at? 
On the day I think it's 

689
00:38:37,800 --> 00:38:40,160
everything's kind of cooling off
now, but everything was up about

690
00:38:40,160 --> 00:38:42,240
5 to 10%. 
Bonk was up 20%. 

691
00:38:43,080 --> 00:38:48,840
It re flipped for a coin with 
was up like 40% Pudgies. 

692
00:38:48,960 --> 00:38:51,600
The Pingu token was up 40% at 
one point yesterday. 

693
00:38:52,320 --> 00:38:55,440
Mug is up good. 
SBX at half a billion pop. 

694
00:38:55,440 --> 00:38:57,880
Cats back at 363. 
We were seeing this yesterday. 

695
00:38:59,280 --> 00:39:01,560
Huge move. 
Called it on the show yesterday.

696
00:39:01,560 --> 00:39:04,880
That was a good move. 
It's up, so it's up 2X off the 

697
00:39:04,880 --> 00:39:08,520
bottom. 
I I think popcat if if I think 

698
00:39:08,600 --> 00:39:11,360
and I don't want any, I've never
really been in the popcat raid. 

699
00:39:12,920 --> 00:39:16,160
I I would put, I'll bet that 
Popcat is one of those capable 

700
00:39:16,160 --> 00:39:20,720
of making new highs if this 
cycle is to be like, you know, 

701
00:39:20,720 --> 00:39:25,520
if we really pop like the rest. 
What's interesting to me here, 

702
00:39:25,520 --> 00:39:28,960
and maybe it's because Far coin 
LED, but like far coin is it 

703
00:39:28,960 --> 00:39:31,840
feels like it was like the main 
mover is what everyone's talking

704
00:39:31,840 --> 00:39:34,040
about. 
Almost every one of the top 

705
00:39:34,040 --> 00:39:37,840
memes is up more on the week. 
So it's not even like it's just 

706
00:39:37,840 --> 00:39:43,120
like printing crazy candle after
crazy candle, which to me I 

707
00:39:43,120 --> 00:39:46,000
thinks like, yeah, we've got 
room to move. 

708
00:39:46,000 --> 00:39:47,920
So Pepe is up 24%. 
It's up more than Far. 

709
00:39:47,920 --> 00:39:50,600
Bonk is up 31%. 
We talked about it yesterday. 

710
00:39:50,960 --> 00:39:54,960
Whips up 50% of the week. 
It's up more, Brett, a point on 

711
00:39:54,960 --> 00:40:00,680
base that no one on CT holds is 
up 52% Pinger Toker's up 66 pop 

712
00:40:00,680 --> 00:40:06,120
Cat's up 46%, Turbo's up 190% 
so. 

713
00:40:07,120 --> 00:40:09,840
Hey, I never want to hear again.
There's no opportunity on here 

714
00:40:09,840 --> 00:40:12,720
y'all Like there is like you. 
A lot of you have been listening

715
00:40:12,720 --> 00:40:15,200
to this show forever. 
You're like avid listeners. 

716
00:40:15,200 --> 00:40:19,640
You show up every day like just 
you don't have to take a punt 

717
00:40:19,640 --> 00:40:22,760
like with all your portfolio, 
just divert. 

718
00:40:22,760 --> 00:40:25,120
If you want to diversify and 
play the game, you can play the 

719
00:40:25,120 --> 00:40:27,560
game. 
You know, like this far coin 

720
00:40:27,560 --> 00:40:32,800
move was telegraphed, but it was
also gave you all the IT like 

721
00:40:32,800 --> 00:40:35,480
predated the rest like you 
yesterday, we're on here saying 

722
00:40:35,480 --> 00:40:36,600
what about Pepe? 
What about wave? 

723
00:40:36,600 --> 00:40:38,080
What about popcat? 
What about this? 

724
00:40:38,080 --> 00:40:40,600
That's today. 
They're all up by fucking 4050%.

725
00:40:42,880 --> 00:40:45,240
So. 
Which I guess, again, I guess I 

726
00:40:45,240 --> 00:40:48,320
didn't really think all the old 
memes would be the ones that 

727
00:40:48,320 --> 00:40:50,480
people come back to. 
Here we are. 

728
00:40:51,480 --> 00:40:55,480
It's hard to predict exactly how
this cycle is going to play out.

729
00:40:55,480 --> 00:41:00,800
If Bitcoin follows the M2 chart,
I think we're going to have some

730
00:41:00,800 --> 00:41:02,960
fun. 
I guess maybe we can leave it at

731
00:41:02,960 --> 00:41:04,720
that. 
I know we need to get to our Eid

732
00:41:04,720 --> 00:41:06,920
action here. 
Or do we want to talk about 

733
00:41:06,920 --> 00:41:09,280
Myriad Share to earn real? 
Quick, let's do that, then let's

734
00:41:09,280 --> 00:41:12,120
get into the giveaway. 
So we lost share to earn on 

735
00:41:12,120 --> 00:41:14,200
Myriad officially today. 
So the share in our points only 

736
00:41:14,200 --> 00:41:17,520
for now, I can officially say 
that we're going to launch a 

737
00:41:17,520 --> 00:41:20,360
share to earn on USDC as well 
following that. 

738
00:41:20,360 --> 00:41:24,120
But first, as you all know, we 
have to start testing on on 

739
00:41:24,120 --> 00:41:27,880
points first and foremost. 
So from today on, let me show 

740
00:41:27,880 --> 00:41:30,760
you the myriad posts here. 
Share to earn is other than 

741
00:41:30,760 --> 00:41:34,640
Myriad, you can share to earn. 
So basically you get your own 

742
00:41:35,200 --> 00:41:38,120
referral link on here. 
So referral, you earn 1000 

743
00:41:38,120 --> 00:41:41,720
points per new user that you 
that sign ups with you with a 

744
00:41:41,720 --> 00:41:46,080
daily cap of 10 users, you get 
10% of the referred users by 

745
00:41:46,080 --> 00:41:49,480
points in volume. 
And then you earn 100% of the 

746
00:41:49,480 --> 00:41:53,000
refers USDC by volume multiplied
by 100 in points, meaning 

747
00:41:53,320 --> 00:41:55,480
there's 100X multiplier on 
points. 

748
00:41:55,480 --> 00:42:00,000
When people use USDC, you also 
get you get 100% of that. 

749
00:42:00,360 --> 00:42:02,760
So it's awesome. 
So let's say someone bets 1 

750
00:42:02,760 --> 00:42:06,080
USDC, they get 100 points. 
You also get 100 points, which 

751
00:42:06,080 --> 00:42:07,560
is really awesome. 
So it's cool. 

752
00:42:07,880 --> 00:42:10,480
It's a good way for us to grow. 
Tyler, you've seen my post 

753
00:42:10,480 --> 00:42:12,280
recently. 
You know, there's a lot of 

754
00:42:12,280 --> 00:42:16,960
things coming that I think will,
you know, unlock growth and 

755
00:42:16,960 --> 00:42:19,720
share to earn is one of them. 
And the next one is going to be 

756
00:42:19,720 --> 00:42:22,320
in USDC. 
So soon you'll be able to refer 

757
00:42:22,320 --> 00:42:27,280
people and make actual USDC for 
for referring people to our 

758
00:42:27,280 --> 00:42:30,320
platform. 
And this was also, Tyler, you 

759
00:42:30,560 --> 00:42:34,280
talked about this yesterday on 
your on your feed, but you know,

760
00:42:34,320 --> 00:42:37,600
at the same time abstract 
launched the Myriad Grandmaster 

761
00:42:37,600 --> 00:42:41,800
badge, which means that if you 
trade volume of 500 USDC on 

762
00:42:42,000 --> 00:42:44,560
Myriad markets, then you're 
eligible to the Myriad 

763
00:42:44,560 --> 00:42:47,480
Grandmaster badge, which you 
should probably go in and, and 

764
00:42:47,480 --> 00:42:50,080
pick up if you haven't yet. 
So make sure you go to Mirador 

765
00:42:50,080 --> 00:42:54,360
Markets and you go predict. 
So Tyler, yesterday we had our 

766
00:42:54,360 --> 00:43:00,760
all time high prediction day. 
We did a very $150,000 of volume

767
00:43:00,760 --> 00:43:02,360
yesterday. 
So it was awesome. 

768
00:43:03,120 --> 00:43:05,160
I love that I love the share to 
earn update. 

769
00:43:05,160 --> 00:43:07,040
I think it's going to be huge 
for discoverability. 

770
00:43:07,040 --> 00:43:09,880
That's always a big thing for 
markets like this. 

771
00:43:09,880 --> 00:43:13,440
Even me like I'm not scanning 
all the prediction market boards

772
00:43:13,440 --> 00:43:15,080
on a daily basis to see what's 
out out there. 

773
00:43:15,080 --> 00:43:17,400
So I'll sometimes be surprised 
when I see something on Twitter.

774
00:43:17,400 --> 00:43:20,640
And now you make a bet you're 
incentivized. 

775
00:43:20,960 --> 00:43:26,360
Go share your thesis and people 
are going to they can copy trade

776
00:43:26,360 --> 00:43:27,760
you. 
They they can take the opposite 

777
00:43:27,760 --> 00:43:29,920
side and you're going to earn 
either way. 

778
00:43:29,920 --> 00:43:33,200
And if folks don't remember, 
like one of the slicker features

779
00:43:33,200 --> 00:43:35,280
of Myriad is the social 
integration. 

780
00:43:35,280 --> 00:43:38,600
So you can bet if you've got the
extensions up and working, you 

781
00:43:38,600 --> 00:43:41,840
can bet live on X Yeah, couple 
clicks, it's super easy. 

782
00:43:42,720 --> 00:43:44,480
It's awesome, guys. 
It's really awesome. 

783
00:43:44,480 --> 00:43:45,640
So all you have to do is go 
there. 

784
00:43:45,720 --> 00:43:48,880
We actually open a FAR coin 
market, Tyler today, a flash one

785
00:43:49,920 --> 00:43:52,800
FAR coin above $1.2 billion 
market cap on April 20. 

786
00:43:52,800 --> 00:43:55,840
So tomorrow's close above or 
under 1.2. 

787
00:43:56,240 --> 00:43:57,840
What's it at? 
What's that market at? 

788
00:43:58,040 --> 00:44:07,600
111, the market's at 66%, no. 
Oh, oh man, I need that eight. 

789
00:44:08,000 --> 00:44:11,320
I need a 7% move to capture 60% 
UPS. 

790
00:44:11,440 --> 00:44:14,360
That's a 2X on yes. 
That's that's one headline. 

791
00:44:14,360 --> 00:44:15,880
I'm. 
Probably going to. 

792
00:44:15,880 --> 00:44:17,480
I'm probably going to bet that 
right after the show. 

793
00:44:18,240 --> 00:44:21,440
We did hit our market 120, which
was my personal first level here

794
00:44:23,360 --> 00:44:29,080
and and then what maybe we put a
little handle here to 998990. 

795
00:44:29,880 --> 00:44:32,280
Was 120 the level or is 135 the 
level? 

796
00:44:32,280 --> 00:44:34,280
That's the question. 
Yeah, that's true. 

797
00:44:34,280 --> 00:44:37,360
People have different levels. 
My level was 120 personally 

798
00:44:38,520 --> 00:44:40,440
because in that perfect cup. 
But you know what's going to 

799
00:44:40,440 --> 00:44:42,680
happen? 
We're going to handle again and 

800
00:44:42,680 --> 00:44:45,520
we're going to go again. 
So you know, that's that's the 

801
00:44:45,520 --> 00:44:48,440
story of this coin. 
It's just like it handles here 

802
00:44:48,520 --> 00:44:52,440
probably then bang. 
Well, not that high or or maybe 

803
00:44:52,880 --> 00:44:55,640
or maybe hopefully that high, 
that would be cool. 

804
00:44:55,640 --> 00:44:57,680
But anyway, so look at this like
it's pretty cool. 

805
00:44:57,680 --> 00:45:01,000
Like we're about to hit we hit 
2.25 million already, but you 

806
00:45:01,240 --> 00:45:03,040
know, we're already on pace 
today to beat that yesterday's 

807
00:45:03,040 --> 00:45:03,840
high. 
So make sure that you 

808
00:45:03,840 --> 00:45:07,040
participate the earnest here. 
We've seen people already 

809
00:45:07,360 --> 00:45:11,560
sharing their sharing their the 
referral codes here. 

810
00:45:11,560 --> 00:45:14,600
So make sure that you use this 
and you know, go earn here. 

811
00:45:14,600 --> 00:45:17,840
That's the integration. 
By the way, you can literally so

812
00:45:17,840 --> 00:45:21,120
right now I'm not logged in, but
see this person, they shared the

813
00:45:21,120 --> 00:45:23,000
referral code. 
Look how cool this is, Tyler. 

814
00:45:23,960 --> 00:45:27,600
I have the extension right right
there so I can put my prediction

815
00:45:27,600 --> 00:45:31,880
on and that person Aditya dot 
Ron they would earn for me 

816
00:45:31,880 --> 00:45:36,880
predicting directly on X. 
Man, that's big. 

817
00:45:37,160 --> 00:45:38,440
People got to pay attention to 
this. 

818
00:45:39,640 --> 00:45:42,000
People really got it like this. 
I put no, I got to sign. 

819
00:45:42,000 --> 00:45:43,600
I think I'm locked out of my 
shit here. 

820
00:45:43,600 --> 00:45:45,440
I don't know if it's going to 
work. 

821
00:45:45,440 --> 00:45:47,240
Yeah, see, I'm I'm you. 
Got to be all signed in and 

822
00:45:47,240 --> 00:45:49,800
everything. 
But yeah, but you know, it's 

823
00:45:49,960 --> 00:45:53,440
it's really cool. 
So yeah, that was the news, and 

824
00:45:53,440 --> 00:45:54,840
it's big. 
You like it? 

825
00:45:55,800 --> 00:45:59,200
Oh yeah, oh man, we have a, we 
have a lot coming. 

826
00:45:59,200 --> 00:46:01,840
Like I said, we're going to kill
the fee on on sales. 

827
00:46:01,840 --> 00:46:04,680
We're going to kill, you know, 
we're going to launch V3, we're 

828
00:46:04,680 --> 00:46:06,080
going to launch an integrated 
wallet. 

829
00:46:06,560 --> 00:46:09,800
And then, you know, at some 
point there's going to be a TGE.

830
00:46:09,800 --> 00:46:13,360
So it's, it's good, you know, 
but first the three, the three 

831
00:46:13,360 --> 00:46:15,200
things I said need to go out 
like V3 and everything. 

832
00:46:15,200 --> 00:46:16,040
So it's going to be exciting.
