1 00:00:00,280 --> 00:00:02,960 Yo-yo, yo, what up? What up? 2 00:00:02,960 --> 00:00:11,840 Good morning, Good morning, GMG. It's definitely not Friday. 3 00:00:14,280 --> 00:00:16,200 What? Tuesday. 4 00:00:17,760 --> 00:00:22,640 Great. It's Tuesday, March 11th. 5 00:00:22,640 --> 00:00:25,160 With so honest, I'm starting to get a little tired of this 6 00:00:25,160 --> 00:00:26,680 fucking month of March. I'm not gonna lie. 7 00:00:28,080 --> 00:00:29,880 It's so useless. It's like just two months out of 8 00:00:29,880 --> 00:00:31,440 the year kind of. Actually, no, March is not 9 00:00:31,440 --> 00:00:33,400 useless. It's like the equinox of spring. 10 00:00:33,760 --> 00:00:36,000 I I take it back because we're gonna say March and November 11 00:00:36,000 --> 00:00:38,080 kind of like many months, but it's all right. 12 00:00:38,640 --> 00:00:40,320 If price was going up, I wouldn't say that. 13 00:00:40,960 --> 00:00:45,800 So March 11th, 2025, 2020, 5 started to feel like a long 14 00:00:45,800 --> 00:00:46,680 year, I'm not going to lie. Yes. 15 00:00:46,880 --> 00:00:49,240 Yeah. Like the first two months of 16 00:00:49,240 --> 00:00:52,120 2025 was started to feel like the last like nine months of 17 00:00:52,120 --> 00:00:56,000 2024-2025. Look at that, it is another 18 00:00:56,000 --> 00:00:58,000 beautiful day to have a beautiful day, another day in 19 00:00:58,000 --> 00:01:02,200 paradise with my coasts. Tyler and Logie, Tyler Logan, 20 00:01:02,440 --> 00:01:04,040 good morning boys. How you guys doing today? 21 00:01:05,000 --> 00:01:09,160 Doing fantastic despite price action. 22 00:01:09,640 --> 00:01:12,880 It was 64 and sunny. We were just starting to bounce 23 00:01:12,880 --> 00:01:14,760 and then Trump stays doubling tariffs with Canada. 24 00:01:14,760 --> 00:01:17,080 I'm just tired. Like just happened a minute ago. 25 00:01:19,240 --> 00:01:22,160 I texted the chat, I'm like no relief. 64 in sunny. 26 00:01:22,160 --> 00:01:26,280 What's 64 in like French terms? 64 F in Celsius. 27 00:01:26,400 --> 00:01:29,400 What's that 17? Whoa, you guys are not far from 28 00:01:29,400 --> 00:01:31,680 me and it's that warm. What? 29 00:01:32,200 --> 00:01:34,920 Yeah, we're all going. Yeah, dude. 30 00:01:34,920 --> 00:01:36,560 Oh, it's 6° here. Nice. 31 00:01:37,520 --> 00:01:39,880 What's that for you? What's that in freedom units? 32 00:01:40,440 --> 00:01:45,240 50. 42 You like the hall, Logan? Freedom units. 33 00:01:45,240 --> 00:01:46,040 Freedom. Yeah. 34 00:01:47,080 --> 00:01:49,320 You think Donald Trump's going to make us use the Fahrenheit 35 00:01:49,320 --> 00:01:50,840 soon? Or like imperial metrics? 36 00:01:52,200 --> 00:01:55,040 That's one thing I will never concede to Donald Trump and his 37 00:01:55,040 --> 00:01:57,960 administration where we'll always use meters, kilometers 38 00:01:58,040 --> 00:02:00,280 and Celsius over here. I stand by that. 39 00:02:00,440 --> 00:02:03,880 When it does seem, it does seem like one of those outlandish 40 00:02:03,880 --> 00:02:06,200 things that he would potentially promise to do. 41 00:02:06,480 --> 00:02:08,840 Which? Nobody should do because metric 42 00:02:08,840 --> 00:02:11,280 is is better than. Like like Gulf of America, you 43 00:02:11,280 --> 00:02:13,440 know, like we're renaming Celsius to Fahrenheit. 44 00:02:15,320 --> 00:02:17,520 That sounds exactly like that. Logan, how you doing? 45 00:02:17,520 --> 00:02:18,880 How is it warm? Where you at? 46 00:02:19,480 --> 00:02:21,120 Yeah, it's it's pretty nice here as well. 47 00:02:21,120 --> 00:02:25,120 The sun is shining, clouds, you know, nowhere to be seen, just 48 00:02:25,120 --> 00:02:27,400 bright blue skies, birds chirping. 49 00:02:28,120 --> 00:02:29,840 I mean, outside of prices. Tyler's got it. 50 00:02:29,840 --> 00:02:32,560 Outside of prices, it is. It's feels pretty good to wake 51 00:02:32,560 --> 00:02:35,240 up today. I just checked, it's gonna be -2 52 00:02:35,240 --> 00:02:38,320 Fahrenheit tomorrow here. So I we don't, we're not getting 53 00:02:38,320 --> 00:02:39,840 any relief here. We're like the crypto market in 54 00:02:39,840 --> 00:02:42,480 Montreal. Every time we think things are 55 00:02:42,480 --> 00:02:45,080 looking up, we're going to smack back down. 56 00:02:45,880 --> 00:02:48,280 You know, we may even get hit by a snowstorm at the end of March 57 00:02:48,280 --> 00:02:50,160 at this rate. There's some months of March 58 00:02:50,160 --> 00:02:53,760 where we had like weather like you guys, but not this one. 59 00:02:53,760 --> 00:02:58,120 Anyways, Speaking of the weather today on the show market report. 60 00:02:58,560 --> 00:03:00,560 I have no idea what has that's got to do with the weather, but 61 00:03:00,560 --> 00:03:02,080 it is the weather report when you think about it. 62 00:03:02,440 --> 00:03:06,520 Market report, tell us up 1000. We have a partner coming on the 63 00:03:06,520 --> 00:03:10,000 show, IO net, io.net. That's a nice domain name 64 00:03:10,080 --> 00:03:12,360 actually. Robit loot box spins. 65 00:03:12,360 --> 00:03:13,760 We're going to make someone some money. 66 00:03:13,760 --> 00:03:17,200 Last time we did that was Friday and the last pin won a punk if 67 00:03:17,200 --> 00:03:19,080 you remember well and he sold it. 68 00:03:19,280 --> 00:03:21,760 I love that I saw the sale this morning Right. 69 00:03:22,320 --> 00:03:25,600 If I'm not mistaken, you guys share it on the chat $80,000 man 70 00:03:25,920 --> 00:03:30,360 80,000 United States dollars mustard. 71 00:03:30,360 --> 00:03:32,080 I'm curious what you're going to do with the money. 72 00:03:32,080 --> 00:03:35,560 I want to follow your your, your, your, your journey of, of 73 00:03:35,560 --> 00:03:37,480 seeing what you do with the $80,000. 74 00:03:38,400 --> 00:03:40,960 Maybe he bought a maybe he bought a whole Bitcoin. 75 00:03:41,280 --> 00:03:43,440 I'm curious about 'cause it doesn't OMB PFP. 76 00:03:43,440 --> 00:03:45,960 I'm curious. I'm curious if he went the 77 00:03:45,960 --> 00:03:47,720 Bitcoin out of the punk about Tyler. 78 00:03:47,960 --> 00:03:50,880 Ooh, master. If you hear this, the Emmy, I'm 79 00:03:50,880 --> 00:03:51,920 curious what you're doing with that. 80 00:03:53,000 --> 00:03:56,000 You don't have to, by the way. And then last but not least, 81 00:03:56,000 --> 00:04:00,560 this show is powered by Galaxy's Galaxy's a Web 3 platform 82 00:04:00,560 --> 00:04:02,720 empowering creators and brands to build unstoppable communities 83 00:04:02,720 --> 00:04:04,400 with full ownership and independence. 84 00:04:04,400 --> 00:04:07,160 Trusted by icons like Donald Trump, Steve Aoki, Mike Tyson 85 00:04:07,160 --> 00:04:09,960 and the NBA, shaping together the future of engagement, but 86 00:04:09,960 --> 00:04:11,520 also wallet connect. Wallet Connect is the 87 00:04:11,520 --> 00:04:14,400 connectivity network shaping the future of on chain UX. 88 00:04:14,400 --> 00:04:16,480 If you've connected to Web 3 app, you've seen wallet connect. 89 00:04:16,480 --> 00:04:17,720 That's the logo. It's everywhere. 90 00:04:17,720 --> 00:04:20,760 An icon of trust in crypto as recognizable as Visa checkout. 91 00:04:21,040 --> 00:04:23,880 Want to learn more? Follow wallet connect on X and 92 00:04:23,880 --> 00:04:26,440 Telegram to stay ahead of what's next. 93 00:04:26,440 --> 00:04:42,280 Tyler, I'm going to go straight. Yeah, folks, yesterday was a 94 00:04:42,280 --> 00:04:47,320 historically bad day in the stock market. 1.75 trillion 95 00:04:47,320 --> 00:04:51,080 wiped out. Crypto was not immune. 96 00:04:51,080 --> 00:04:54,240 But this morning Bitcoin's actually green on the day near 97 00:04:54,240 --> 00:05:00,640 81,000 up a percent ETH down 7% that ETH Bitcoin ratio now down 98 00:05:00,640 --> 00:05:06,080 to point O 231 Bitcoin 43 ETH right now that that is a 99 00:05:06,320 --> 00:05:12,040 staggering number. We did see an alt move was up 100 00:05:12,040 --> 00:05:15,400 12% on the day their main net went live and they had an ETF 101 00:05:15,400 --> 00:05:18,160 launch or at least announced as well. 102 00:05:18,160 --> 00:05:22,800 IP was up another 3% that that token continues to outperform in 103 00:05:22,800 --> 00:05:25,520 headlines. We saw Trump he's planning to 104 00:05:25,520 --> 00:05:28,720 sign another crypto executive order intending to roll back 105 00:05:28,720 --> 00:05:31,520 some of the anti crypto banking rules established under the 106 00:05:31,520 --> 00:05:36,160 Biden administration. Same time, SEC interim chair 107 00:05:36,160 --> 00:05:40,400 Mark Aouda is looking to pull back the SEC's jurisdiction over 108 00:05:40,400 --> 00:05:41,600 cryptos. They don't want to get their 109 00:05:41,600 --> 00:05:46,480 hands in the mix right now. Yesterday we all hit again. 110 00:05:46,840 --> 00:05:51,160 Sailors strategy plan to raise another $21 billion in equity 111 00:05:51,160 --> 00:05:53,080 sales to finance more Bitcoin purchases. 112 00:05:53,080 --> 00:05:55,720 That's a huge amount. Coinbase keeps breaking the 113 00:05:55,720 --> 00:05:58,200 news, folks. They plan to launch 24/7 purpose 114 00:05:58,200 --> 00:06:02,480 futures, Bitcoin and Ethereum and then some breaking news this 115 00:06:02,480 --> 00:06:06,240 morning, 2 pieces. So Senator Loomis, a hype video 116 00:06:06,360 --> 00:06:10,440 for her Bitcoin act. She is planning to reintroduce 117 00:06:10,440 --> 00:06:15,240 that to Congress today, so we'll see if that falls on more 118 00:06:15,240 --> 00:06:19,480 welcome ears now And then Fidelity filed for ETF, stake 119 00:06:19,840 --> 00:06:22,520 ETF. So 2 pretty big headlines right 120 00:06:22,520 --> 00:06:23,880 there. And token airdropping protocol 121 00:06:23,880 --> 00:06:26,440 news. Bubble Maps launched its BMT 122 00:06:26,440 --> 00:06:29,080 token and AirDrop here this morning while also introducing 123 00:06:29,080 --> 00:06:32,600 their new Intel desk as a community driven platform for 124 00:06:32,600 --> 00:06:35,400 investigations. We saw the team behind arbitrump 125 00:06:35,800 --> 00:06:39,160 off Chain Labs research. They announced an official ARB 126 00:06:39,160 --> 00:06:42,800 strategic purchase plan, so more buyback moves. 127 00:06:42,800 --> 00:06:44,320 Mainnet, as I mentioned, went live. 128 00:06:44,320 --> 00:06:48,080 The security ETF, Myriad 2 new money markets out there, folks, 129 00:06:48,080 --> 00:06:50,880 we're going to have to dive into these one price point price and 130 00:06:50,880 --> 00:06:53,360 then one for the upcoming F1 race and then Jupiter. 131 00:06:53,360 --> 00:06:57,240 Dow voted not to give me out any tokens until 2030. 132 00:06:57,680 --> 00:07:01,440 Oh wow, giving. Us out to new team members into 133 00:07:01,440 --> 00:07:06,960 fund expansion that's that's a long ways away so 20. 30. 20-30. 134 00:07:07,360 --> 00:07:08,280 For. Me. 135 00:07:08,280 --> 00:07:11,160 How to get those tokens? In builder's terms, that's nice, 136 00:07:11,160 --> 00:07:12,400 five years. But it is long way. 137 00:07:12,400 --> 00:07:14,160 I have to say that's that's not wow. 138 00:07:14,800 --> 00:07:16,160 I mean crypto's reached like 5 months. 139 00:07:17,720 --> 00:07:19,760 Yeah, we'll have to dive more into his compensation points. 140 00:07:19,760 --> 00:07:23,120 I have to imagine that he gets compensated in in other ways or 141 00:07:23,120 --> 00:07:26,360 else I mean, I'm sure is is a long is a. 142 00:07:26,400 --> 00:07:31,400 Long Yao's done well. Yao's done well is he's done. 143 00:07:31,400 --> 00:07:34,280 He's done very well. I'm sure he has a quick round up 144 00:07:34,280 --> 00:07:36,880 of the rest. So AI continues to fall. 145 00:07:36,880 --> 00:07:39,520 Market cap down another 7% to 3.9 billion. 146 00:07:40,200 --> 00:07:42,960 Griffane, a couple headlines. Griffane introduced new 147 00:07:42,960 --> 00:07:45,520 sponsored AI agents where creators can customize agents 148 00:07:45,520 --> 00:07:48,600 and sponsor their actions for their customers. 149 00:07:48,600 --> 00:07:52,080 And then the Accelerate Dow shared a first glimpse of their 150 00:07:52,080 --> 00:07:55,240 new crypto AI agent called Alpha Pulse AI. 151 00:07:55,880 --> 00:07:57,640 So we'll see how that continues to develop. 152 00:07:57,640 --> 00:08:02,400 Memes are down, not a huge surprise, about 7% across the 153 00:08:02,400 --> 00:08:05,120 board and NFT. Sam Spratt announced the 154 00:08:05,120 --> 00:08:08,800 finalist for the Masquerade and opened up secondary trading from 155 00:08:08,800 --> 00:08:13,480 Mass of Lucy. I saw the floor around $7000 USD 156 00:08:13,960 --> 00:08:16,560 here this morning. Says around 3 1/2 feet so we'll 157 00:08:16,560 --> 00:08:18,480 we'll see. Has there been secondary sales 158 00:08:18,480 --> 00:08:20,720 yet? As of last night, there wasn't, 159 00:08:20,720 --> 00:08:22,400 and I didn't have a chance to check it this morning. 160 00:08:22,600 --> 00:08:24,360 I guess we'll check on the show. That's good. 161 00:08:24,440 --> 00:08:26,280 Love Sam. Killing it, Always killing it. 162 00:08:26,520 --> 00:08:28,360 That's what happens when you do everything with intention, you 163 00:08:28,360 --> 00:08:30,400 know? So love to see. 164 00:08:30,400 --> 00:08:33,480 I think you guys had him on the show when I was away, right? 165 00:08:33,799 --> 00:08:36,080 We did, yeah. That's a bummer. 166 00:08:36,520 --> 00:08:37,960 I love Sam. He's a good guy. 167 00:08:38,000 --> 00:08:40,080 All right, that's good. Is that that's a good round up. 168 00:08:40,080 --> 00:08:42,880 I mean, let's start with price action, right Impress of our 169 00:08:42,880 --> 00:08:46,360 coins last night, Tyler, when the Tyler DD or the Tyler D 170 00:08:46,360 --> 00:08:52,440 household was was asleep again every time you're asleep we got 171 00:08:52,440 --> 00:08:55,840 absolutely obliterated because I was up for that Logan, were you 172 00:08:55,840 --> 00:08:59,240 up for that? We no, that was up that let me 173 00:08:59,240 --> 00:09:02,880 tell you guys, those Asian sessions are starting to not be 174 00:09:02,880 --> 00:09:05,720 so appetizing. You know, it went from it went 175 00:09:05,720 --> 00:09:08,880 from Asia as buying or you know, Asia's buying. 176 00:09:08,880 --> 00:09:14,040 Get excited to please Asia, stop selling or just stay asleep. 177 00:09:14,200 --> 00:09:15,720 As soon as the Asia session open. 178 00:09:15,720 --> 00:09:18,600 Guys, I just watched the coins get decimated. 179 00:09:18,640 --> 00:09:20,720 So I don't want as low as 113 dollars. 180 00:09:21,840 --> 00:09:26,240 We had a Bitcoin goes low as $77,000. 181 00:09:26,240 --> 00:09:28,600 It was like a 2K candle down in one one second. 182 00:09:30,320 --> 00:09:32,920 Ethereum went to 1870 and it appears that the Ethereum 183 00:09:32,920 --> 00:09:35,360 Foundation is long with the liquidation price of 1100 bucks. 184 00:09:35,360 --> 00:09:36,480 I think we should talk about that too. 185 00:09:36,480 --> 00:09:38,960 I mean, what do you guys make of this right now, boys? 186 00:09:38,960 --> 00:09:40,760 I mean, where, where do we find our bottom even now? 187 00:09:40,760 --> 00:09:44,440 You've talked about good news, but it looks like even with the 188 00:09:44,440 --> 00:09:48,200 good news you just give us, Tyler, Bitcoin is lower. 189 00:09:49,240 --> 00:09:54,120 For Ethan, 1770 last night, not 1870. 190 00:09:54,560 --> 00:09:56,440 Oh, sorry, 17. You're right. 191 00:09:56,440 --> 00:09:59,640 Seventeen. Yeah, 1750 on Binance. 192 00:10:00,040 --> 00:10:03,200 People said that 1500 was the target. 193 00:10:03,240 --> 00:10:06,800 If it lost 2000, I didn't think it would get there in a few 194 00:10:06,800 --> 00:10:09,920 hours. Like it it was like 2000 had 195 00:10:09,920 --> 00:10:13,680 held and then it broke and then and and it was so fast. 196 00:10:13,680 --> 00:10:16,400 Like in a matter of what felt like I. 197 00:10:16,400 --> 00:10:20,400 Don't know. 20 to 30 minutes on the Asia Open it it it lost 198 00:10:20,400 --> 00:10:24,360 1800, but then it it did seemingly rebound and then we 199 00:10:24,360 --> 00:10:27,040 saw that the the tweets going around that the Ethereum 200 00:10:27,040 --> 00:10:30,600 foundation might be that wallet. Yeah, they got that loan right. 201 00:10:31,120 --> 00:10:35,600 Hundreds of millions basically, with a liquidation of 11/11/20. 202 00:10:36,200 --> 00:10:39,040 As I understand it, they've got plenty of capital behind that 203 00:10:39,040 --> 00:10:41,000 which they could lower their liquidation price. 204 00:10:41,000 --> 00:10:43,920 So I don't the you know the meme of us liquidate the. 205 00:10:44,200 --> 00:10:45,720 Yeah, Yeah. No, they're just going to keep 206 00:10:45,760 --> 00:10:47,760 funding it. So like the liquidation at some 207 00:10:47,760 --> 00:10:51,040 point is probably like let's say you were to go to like 1300, 208 00:10:51,280 --> 00:10:54,080 then they're going to be adding more collateral like you. 209 00:10:54,080 --> 00:10:59,000 They're probably going to keep collateralizing that until I'll 210 00:10:59,000 --> 00:11:01,160 tell. Probably we need like triple 211 00:11:01,160 --> 00:11:03,400 digit. E for a long time for that to 212 00:11:03,440 --> 00:11:05,560 seriously be in trouble. Hopefully we don't. 213 00:11:06,000 --> 00:11:07,840 We don't get there. You don't want that for the sake 214 00:11:07,840 --> 00:11:09,760 of the industry, right? I know it's funny as a meme, but 215 00:11:09,760 --> 00:11:12,560 I don't think we want that for the sake of our industry in 216 00:11:12,560 --> 00:11:14,440 general. Definitely not. 217 00:11:15,600 --> 00:11:19,440 I think just stepping back, I we've, we've kind of have had 218 00:11:19,440 --> 00:11:22,120 this pattern right where Monday is a really red day. 219 00:11:23,040 --> 00:11:27,960 We kind of have some relief Tuesday to Thursday, some chop 220 00:11:27,960 --> 00:11:32,960 midweek and then like we, we we see what happens on the weekend 221 00:11:32,960 --> 00:11:37,320 and typically a sell off, you know, either Friday or perhaps 222 00:11:37,320 --> 00:11:40,560 you know, Sunday ahead of the week open. 223 00:11:41,680 --> 00:11:44,280 We might be playing that out again here this week. 224 00:11:44,320 --> 00:11:48,000 It's hard to get like super bullish on any near term 225 00:11:48,000 --> 00:11:51,560 rebounds, right? I think we we got the jobs data 226 00:11:51,560 --> 00:11:57,000 came out this morning, stocks had were up and then they kind 227 00:11:57,000 --> 00:11:59,480 of reversed right after that news came out. 228 00:11:59,480 --> 00:12:04,560 So it looks like, you know, the measures being introduced to 229 00:12:04,560 --> 00:12:07,720 slow things down are going to take more time. 230 00:12:08,040 --> 00:12:10,120 The wild card is CPI is tomorrow. 231 00:12:10,720 --> 00:12:15,920 So if inflation comes in substantially lower than where 232 00:12:15,920 --> 00:12:20,440 it has been, that would be a sign that progress made and 233 00:12:20,440 --> 00:12:23,280 perhaps we see some relief coming out of that and and folks 234 00:12:23,280 --> 00:12:25,360 think it is going to come in low tomorrow. 235 00:12:26,560 --> 00:12:29,080 The trueflation numbers, I'm I'm not sure how much you can trust 236 00:12:29,080 --> 00:12:30,360 those. I think it is a different 237 00:12:30,360 --> 00:12:35,280 measure than what CPI uses, but the trueflation numbers have 238 00:12:35,280 --> 00:12:38,400 been very low. Yeah, I've heard Mando talk 239 00:12:38,400 --> 00:12:41,160 about that a lot, Right, Trueflation, so. 240 00:12:42,360 --> 00:12:44,760 And I got we we filled up the gas tank this week and gas was 241 00:12:44,760 --> 00:12:48,080 $3 a gallon for for for normal unleaded. 242 00:12:48,400 --> 00:12:52,600 If that feels lower than it has been grim like I'm, I've been 243 00:12:52,600 --> 00:12:54,480 in. Like what's $3 a gallon? 244 00:12:54,480 --> 00:12:58,000 It's more. Wow, you guys are paying $0.75 245 00:12:58,000 --> 00:12:59,960 per liter? Logan where? 246 00:13:00,040 --> 00:13:04,200 How do you feel like last month? Yeah, it's like 360 here. 247 00:13:04,200 --> 00:13:06,360 I mean it's pretty high, at least where I am in 248 00:13:06,360 --> 00:13:07,600 Pennsylvania. Per liter, right? 249 00:13:08,320 --> 00:13:09,240 Oh no. Per gallon. 250 00:13:09,840 --> 00:13:12,080 So how much said? Maybe, maybe 350. 251 00:13:12,080 --> 00:13:15,000 It's somewhere in like the 3:45 to 360 range. 252 00:13:15,000 --> 00:13:16,880 Do you guys know how much gas is in Montreal? 253 00:13:18,400 --> 00:13:21,320 Let me do it in gallons for you. There's 4 liters in a gallon 254 00:13:21,320 --> 00:13:23,840 roughly. Right, it's 6.5 dollars per 255 00:13:23,840 --> 00:13:29,320 gallon so divided. So 6.4 CAD to USD is 4.4 dollars 256 00:13:29,320 --> 00:13:32,160 a gallon. At least, I mean, I, you know, 257 00:13:32,160 --> 00:13:34,400 that's that's expensive, but it doesn't even seem that 258 00:13:34,400 --> 00:13:36,120 outrageous, I guess based on what we're paying. 259 00:13:36,560 --> 00:13:39,000 It's like, whatever, it sucks. I'm I'm pretty used to it at 260 00:13:39,000 --> 00:13:41,200 this point. Yeah, it's pretty wild though. 261 00:13:42,360 --> 00:13:45,120 Well, Costco, look at 285. I don't I, I've never owned a 262 00:13:45,120 --> 00:13:48,120 car in my life, to be honest. I can drive, drive a lot, but 263 00:13:48,120 --> 00:13:51,560 I've, I've, I don't need a car, you know, no kids and I live in 264 00:13:51,560 --> 00:13:54,360 central Montreal, so we're good anyways. 265 00:13:54,400 --> 00:13:56,560 Wow, OK, that's, that's interesting. 266 00:13:56,560 --> 00:13:58,080 So that's going. To be big, I feel like today's 267 00:13:58,080 --> 00:13:59,600 just going to be kind of a chop though 2. 268 00:13:59,600 --> 00:14:04,200 EUR per liter Holy shit how much is gas? 269 00:14:04,200 --> 00:14:05,920 Where y'all are at? Comment below. 270 00:14:05,920 --> 00:14:08,640 I want to see comments on Twitter and you can say per 271 00:14:08,640 --> 00:14:10,040 gallon per liter if you want to do it. 272 00:14:10,040 --> 00:14:12,440 One gallon is 4 liters for that for that Oh. 273 00:14:12,720 --> 00:14:16,240 Jeebs is saying $2.70 by him in Denver. 274 00:14:17,560 --> 00:14:20,520 OK, wow. But but see, that adds up. 275 00:14:20,520 --> 00:14:21,920 Like people have trucks and stuff. 276 00:14:21,920 --> 00:14:23,720 Like, you know, I know the difference is not substantial, 277 00:14:23,720 --> 00:14:26,320 Logan, but like over time, like, you know, you add it up and it's 278 00:14:26,360 --> 00:14:27,840 a lot of money. Yes. 279 00:14:28,040 --> 00:14:32,240 So it's 350 a gallon at the nearest gas station to me, 280 00:14:32,600 --> 00:14:34,440 right? You guys doesn't know how good 281 00:14:34,440 --> 00:14:37,120 they have it yet. You guys have a good man on the 282 00:14:37,240 --> 00:14:38,800 I mean look, we can go to Middle East. 283 00:14:38,800 --> 00:14:41,200 You should have seen I filled up a Porsche in Dubai. 284 00:14:42,000 --> 00:14:46,840 It cost me like 10 bucks. I was like, hey, yo, you know, 285 00:14:46,840 --> 00:14:48,840 because it's pumping straight out of the soil, you know, it's 286 00:14:49,000 --> 00:14:50,120 going straight out of the ground. 287 00:14:50,880 --> 00:14:54,080 You know why we have a good like we're the number one oil 288 00:14:54,080 --> 00:14:55,640 producer now. You guys? 289 00:14:55,640 --> 00:14:57,320 Yeah. Drill, baby drill. 290 00:14:58,880 --> 00:15:01,320 You're going to have some soil. You're going to say, Mr. Trump, 291 00:15:01,320 --> 00:15:02,240 we have enough oil. You're. 292 00:15:02,240 --> 00:15:05,400 Going to get so tired of winning. 293 00:15:05,680 --> 00:15:07,400 You're going to get so tired of winning. 294 00:15:07,600 --> 00:15:09,840 Oh my God, I could use some of that winning right now, boys 295 00:15:09,840 --> 00:15:10,840 that could yeah, because I've only. 296 00:15:11,240 --> 00:15:15,800 I've seen my net worth get last in half since since the last 297 00:15:15,800 --> 00:15:20,480 couple of months anyways. Anyways, Tyler, right back at 298 00:15:20,480 --> 00:15:21,960 you. So markets, I mean you're 299 00:15:21,960 --> 00:15:24,160 talking we're looking at data's coming in tomorrow. 300 00:15:24,160 --> 00:15:27,760 We also have FOMC on the 19th. It's eighteen, 19th but 19th 301 00:15:27,960 --> 00:15:31,080 when Powell speaks. So I'm assuming we should be 302 00:15:32,040 --> 00:15:33,760 expecting a lot of volatility until then, right? 303 00:15:34,120 --> 00:15:37,320 Yeah, I, I would think so. There's going to be a lot of 304 00:15:37,320 --> 00:15:39,160 eyes on CPI tomorrow. Then, of course, we'll just push 305 00:15:39,160 --> 00:15:41,960 to to what Powell has to say a week out. 306 00:15:42,400 --> 00:15:43,400 But again, like, I don't want to. 307 00:15:43,400 --> 00:15:45,400 I'm still like tempering any kind of excitement. 308 00:15:46,320 --> 00:15:49,120 It still feels too soon. It is too soon, yeah. 309 00:15:50,160 --> 00:15:55,160 To start to recover, I'm not necessarily I've been trying to 310 00:15:55,160 --> 00:15:59,400 think more and more through like how long is this going to last? 311 00:15:59,400 --> 00:16:02,240 And I still haven't really got to the point where I think it's 312 00:16:02,240 --> 00:16:06,800 going to go more than six months really. 313 00:16:07,120 --> 00:16:08,080 Yeah, OK. Six months. 314 00:16:08,080 --> 00:16:10,560 I yeah, I think, I think we're in for a few months and then 315 00:16:10,560 --> 00:16:11,120 we'll be fine. Yeah. 316 00:16:11,480 --> 00:16:14,480 Six months. Six months. 317 00:16:14,520 --> 00:16:15,880 Oh. Man. 318 00:16:16,240 --> 00:16:18,160 It takes us to September, but like, I guess. 319 00:16:19,160 --> 00:16:21,280 OK, look, it's done dude. So. 320 00:16:22,120 --> 00:16:25,360 Many like the classic school of thought is always anyway like 321 00:16:25,360 --> 00:16:28,320 salaman going away. Salaman go away like summers are 322 00:16:28,320 --> 00:16:29,960 rarely. It would be funny if we RIP in 323 00:16:29,960 --> 00:16:30,680 the summer, huh? Yeah. 324 00:16:33,080 --> 00:16:34,560 And possibly it's on the table for. 325 00:16:34,600 --> 00:16:37,840 For sure it is. I mean, the charts said June. 326 00:16:38,480 --> 00:16:42,880 So this trilogy said, hey, there's a blood moon March 14th 327 00:16:42,960 --> 00:16:44,520 on Friday. I'm going to be long in the 328 00:16:44,520 --> 00:16:45,440 blood mood. Just for fun. 329 00:16:45,440 --> 00:16:47,120 I'll be signing the shit out of it on Sunday, by the way. 330 00:16:47,120 --> 00:16:48,640 So I'm keeping 48 hours position. 331 00:16:48,640 --> 00:16:50,880 But last time we had a blood, when I remember that we went 332 00:16:50,880 --> 00:16:53,080 insane. I think it was in France or 333 00:16:53,080 --> 00:16:53,920 something. It was last. 334 00:16:53,920 --> 00:16:55,360 There's a blood moon every year or something. 335 00:16:55,560 --> 00:16:58,640 Anyways, it was absolutely no. So listen, I know we don't have 336 00:16:58,640 --> 00:17:00,800 too, too, too much time because we have guests and and some 337 00:17:00,800 --> 00:17:02,160 stuff to go over. So let's go over some of your 338 00:17:02,160 --> 00:17:03,480 topics. Yeah, today, Tyler, what what 339 00:17:03,480 --> 00:17:05,200 are your, what are your top here? 340 00:17:05,760 --> 00:17:08,280 Well, the the Loomis reintroducing the Bitcoin Act is 341 00:17:08,280 --> 00:17:11,560 interesting. I we have to give it some 342 00:17:11,560 --> 00:17:14,079 attention, right? So this is the ACT where the US 343 00:17:14,079 --> 00:17:17,800 does in fact, buy. Bitcoin I'm. 344 00:17:18,560 --> 00:17:21,000 Trying to think how how much per year, I could a pretty 345 00:17:21,000 --> 00:17:26,000 substantial amount where they try to, I think it's 1% per year 346 00:17:26,079 --> 00:17:29,200 like they try to accumulate. No, they try to accumulate 1% of 347 00:17:29,200 --> 00:17:30,560 the Bitcoin supply over five years. 348 00:17:30,560 --> 00:17:32,880 I think that was the terms, Logie, if you're able to maybe 349 00:17:32,880 --> 00:17:36,200 pull that up while we're looking at this, I forget these specific 350 00:17:36,200 --> 00:17:42,000 details, but substantial purchasing and now that we've 351 00:17:42,000 --> 00:17:47,360 got more, you know, it seems like more approval from folks. 352 00:17:47,640 --> 00:17:49,440 It's being more widely talked about. 353 00:17:49,640 --> 00:17:51,520 You know, Trump keeps endorsing it. 354 00:17:52,000 --> 00:17:54,040 More states are starting to get on board. 355 00:17:54,040 --> 00:17:58,880 Is the door more open for this? Once again, I'm, I'm not like 356 00:17:58,880 --> 00:18:00,600 holding my breath. This is going to pass. 357 00:18:00,600 --> 00:18:04,320 And it doesn't seem like it has overwhelming support by any 358 00:18:04,320 --> 00:18:08,840 means, but I don't know, maybe it's got a little bit more 359 00:18:08,840 --> 00:18:11,400 chance than than it did. So, so this is going to be a big 360 00:18:11,400 --> 00:18:16,280 one. The Fidelity launching, the ETF 361 00:18:17,240 --> 00:18:20,800 staking like I think we, we've seen this telegraphed to a 362 00:18:20,800 --> 00:18:22,280 degree. Yeah. 363 00:18:22,640 --> 00:18:26,280 Doesn't seem to be moving markets that much, but those 364 00:18:26,320 --> 00:18:32,160 definitely seem to be coming. Tyler, you may have, sorry you 365 00:18:32,160 --> 00:18:34,560 may have said this, but what I just pulled up real quick from 366 00:18:34,560 --> 00:18:39,080 congress.gov from the Bitcoin Act was 1,000,000 bitcoins over 367 00:18:39,080 --> 00:18:42,600 A5 year period. Yeah, 'cause some people are 368 00:18:42,600 --> 00:18:44,920 reporting 1,000,000 with the dollars time, but this is $1 369 00:18:44,920 --> 00:18:47,360 million and I was like, well, that's not impressive. 370 00:18:47,360 --> 00:18:50,160 Like the average, you know, like a lot of people are doing that, 371 00:18:50,680 --> 00:18:54,080 but it seems like it's 1,000,000 bitcoins. 372 00:18:54,640 --> 00:18:59,000 Right that that's the way that I'm reading this, unless it's 373 00:18:59,000 --> 00:19:02,000 been modified. This is from the 2023-2024. 374 00:19:02,000 --> 00:19:02,960 No, you're right. That's it. 375 00:19:02,960 --> 00:19:05,560 It's an 80 Korean price. It's $81 million bid, but over 376 00:19:05,560 --> 00:19:06,680 time it's probably going to be higher. 377 00:19:08,520 --> 00:19:10,320 Right. Yeah, 8080 billion, yeah. 378 00:19:10,320 --> 00:19:12,760 So, so that's substantial. That's 5% of the supply roughly. 379 00:19:14,080 --> 00:19:17,080 So that's a big deal. And just the just the chance 380 00:19:17,080 --> 00:19:22,480 that it goes through is probably putting somewhat of a floor on 381 00:19:22,480 --> 00:19:24,520 Bitcoin. Yeah. 382 00:19:25,560 --> 00:19:28,280 We've got the myriad market, It's a it's going to be a sweat. 383 00:19:28,280 --> 00:19:33,520 The lines 80 K What for Sunday? So the way it works, the line 384 00:19:33,520 --> 00:19:37,360 closes on Sunday at midnight UTC, but you can only predict 385 00:19:37,360 --> 00:19:40,000 until Saturday the like one day before. 386 00:19:41,120 --> 00:19:43,720 So it causes more uncertainty. So it's going to be an 387 00:19:43,720 --> 00:19:45,880 interesting line. So you have to place it so the, 388 00:19:46,040 --> 00:19:51,720 the you have until you have until 11:59 PM UTC the market 389 00:19:51,720 --> 00:19:55,640 closes then let me see, exactly. So exactly 24 hours before. 390 00:19:55,720 --> 00:19:58,560 So let's say Saturday night at midnight, which goes into Sunday 391 00:19:58,720 --> 00:20:01,840 and then it'll be depending on the price on Sunday night. 392 00:20:01,840 --> 00:20:04,760 So that'll be interesting. That's a good market, honestly. 393 00:20:05,240 --> 00:20:10,040 It is what I like about this one is the volatility that's going 394 00:20:10,040 --> 00:20:11,840 to come into play. So like it's going to close 395 00:20:11,840 --> 00:20:15,440 right around that time in the evening where we see that the 396 00:20:15,440 --> 00:20:18,120 sell offs typically those sell offs do happen. 397 00:20:18,680 --> 00:20:21,000 Yeah. So even if Bitcoin's at like 81 398 00:20:21,000 --> 00:20:26,200 K Sunday morning, like you're not feeling super confident, no, 399 00:20:26,280 --> 00:20:30,680 in this position. And and by any means, if it's at 400 00:20:30,680 --> 00:20:35,720 79 five, you're also like you're you're swaying the reverse right 401 00:20:35,720 --> 00:20:39,440 where where where we get a perhaps a surprise pump on the 402 00:20:39,440 --> 00:20:42,240 Asia open. So it's going to be a sweat 403 00:20:42,240 --> 00:20:46,080 right, right up until the the buzzer there. 404 00:20:47,240 --> 00:20:54,320 I'm on the yes side. And I was planning to, to to 405 00:20:54,320 --> 00:20:58,840 perhaps maybe swap to to no closer to Sunday, but we'll, 406 00:20:58,840 --> 00:21:01,040 we'll see. I think this is one where you 407 00:21:01,040 --> 00:21:04,400 might be able to kind of just like play the plus money in and 408 00:21:04,400 --> 00:21:07,200 out, you know, as we approach depending on the price, of 409 00:21:07,200 --> 00:21:12,400 course, like if we get too far extended above 80, I think the 410 00:21:12,400 --> 00:21:14,840 no becomes intriguing just because of the volatility. 411 00:21:14,840 --> 00:21:17,320 As you mentioned, Tyler, like you can go up or down pretty 412 00:21:17,320 --> 00:21:20,560 significantly really quickly. So playing the playing the 413 00:21:20,560 --> 00:21:23,360 opposite side here at plus money, you know, and just being 414 00:21:23,360 --> 00:21:24,920 nimble. That's I. 415 00:21:24,920 --> 00:21:27,440 I can't use the markets, but that's probably the approach I 416 00:21:27,440 --> 00:21:30,720 would be using. Yeah. 417 00:21:30,720 --> 00:21:32,640 I mean, I, I'm personally speaking, are you guys on the 418 00:21:32,640 --> 00:21:34,320 over on the under for that? I think Tyler, you took the 419 00:21:34,320 --> 00:21:35,960 under for now and you're planning on treating it. 420 00:21:35,960 --> 00:21:40,160 Is that what you were saying? You need to look what side I'm. 421 00:21:40,160 --> 00:21:43,840 I'm actually forgetting which side I'm on because I've been 422 00:21:43,920 --> 00:21:47,040 flopping so much. I'm on, I'm on, I'm, I'm on for 423 00:21:47,160 --> 00:21:48,160 that. Oh, what we. 424 00:21:48,280 --> 00:21:51,120 Know I was below. 80 K dude, it's crazy, man. 425 00:21:51,160 --> 00:21:53,880 See right now, like this morning, I bet you everybody was 426 00:21:53,880 --> 00:21:55,000 feeling like they're on the over right now. 427 00:21:55,000 --> 00:21:58,080 We just we just went below 80 K and I bet you people are are are 428 00:21:58,080 --> 00:21:59,320 are. I mean, we just wanted to send 429 00:21:59,320 --> 00:22:01,000 me thank you for a second, but we flashback above. 430 00:22:01,280 --> 00:22:03,680 It's such a good line. I'm excited about this one. 431 00:22:04,240 --> 00:22:06,280 I helped make some of the lines that makes me really excited 432 00:22:06,280 --> 00:22:08,320 about them. I don't take them like I I 433 00:22:08,320 --> 00:22:11,640 can't, I, I don't, I don't. I don't play the market sadly 434 00:22:11,640 --> 00:22:14,800 for now, but I will soon. But if I were to, I were to take 435 00:22:14,800 --> 00:22:16,480 that one. I, I personally take the over. 436 00:22:16,640 --> 00:22:18,080 Oh well, we just saw I switched in real time. 437 00:22:18,560 --> 00:22:19,800 The no just went up a little bit. 438 00:22:20,400 --> 00:22:23,360 Yes, I would. I'd be on the no here for a time 439 00:22:23,360 --> 00:22:26,240 period and as we approached, you know, closer to that. 440 00:22:26,240 --> 00:22:28,400 That's smart. If he whatever range, that's 441 00:22:28,400 --> 00:22:31,320 where I'd probably be. I mean, it's lame perhaps to be 442 00:22:31,320 --> 00:22:33,800 scalping a little 10% moves here, but that's that's the 443 00:22:33,800 --> 00:22:36,040 market. I'm not. 444 00:22:36,040 --> 00:22:38,760 Tired of winning so I would take a win right now. 445 00:22:39,160 --> 00:22:40,320 I don't I. Don't think it's lame. 446 00:22:40,320 --> 00:22:43,720 I actually think that there's I genies believe that there is 447 00:22:43,720 --> 00:22:46,400 more money predicting to be made predicting than playing the the 448 00:22:46,400 --> 00:22:48,360 casino. And I think that's a fact. 449 00:22:48,360 --> 00:22:51,240 I mean numbers don't lie. I've shared this before, but the 450 00:22:51,240 --> 00:22:54,160 win rate in pre season for myriad was 73%. 451 00:22:54,360 --> 00:22:55,880 You don't get this win rate anywhere else. 452 00:22:56,560 --> 00:22:58,600 You don't get at the casino, you don't get it on Pompan, you 453 00:22:58,600 --> 00:23:01,880 don't get it in the trenches, you don't get it trading coins. 454 00:23:02,600 --> 00:23:04,480 Yeah, this trader probably is much lower than that instead of 455 00:23:04,480 --> 00:23:06,280 hit rate. So I think there's much more 456 00:23:06,280 --> 00:23:09,920 money to be made, especially in the bear market or downtrend 457 00:23:09,960 --> 00:23:11,680 than there is on this. Like of course, like when coins 458 00:23:11,680 --> 00:23:14,600 are ripping up, there's more money to be made in markets like 459 00:23:14,720 --> 00:23:18,360 just holding the say Solana spot than prediction markets. 460 00:23:18,360 --> 00:23:20,760 But even now, like instead of being short, let's say you think 461 00:23:20,760 --> 00:23:23,840 that the bitcoins will go lower. Would you rather be short with 462 00:23:23,840 --> 00:23:27,200 the chance of being liquidated or just bet like predict it's 463 00:23:27,200 --> 00:23:29,000 going to go under 80K? You know what I mean? 464 00:23:29,280 --> 00:23:30,920 Even the risk is mitigated in my opinion. 465 00:23:30,920 --> 00:23:32,680 So that's why we like prediction markets, to be honest. 466 00:23:33,680 --> 00:23:35,600 Yeah, that, that, that's spot on. 467 00:23:35,640 --> 00:23:38,280 And you've got time to, you know, even if you look like 468 00:23:38,280 --> 00:23:40,400 you're wrong, you connect to the position and you're not paying. 469 00:23:40,400 --> 00:23:43,200 Funding you're not paying a fee you don't have to put collateral 470 00:23:43,200 --> 00:23:45,040 you don't have to worry about all these things right all you 471 00:23:45,040 --> 00:23:47,120 have to do is play a little gassy, which you know down the 472 00:23:47,120 --> 00:23:49,920 line we're going to we're going to take that away from you guys 473 00:23:49,920 --> 00:23:53,240 so you know it's. Sorry, I I. 474 00:23:53,600 --> 00:23:56,400 Also like the the fact that like when you're playing these 475 00:23:56,400 --> 00:23:59,840 prediction markets, they are peer-to-peer in nature in the 476 00:23:59,840 --> 00:24:02,840 sense of like, I'm not playing against BlackRock or whoever 477 00:24:02,840 --> 00:24:06,560 else, you know, it just feels as like me, little me, you know, it 478 00:24:06,560 --> 00:24:09,200 just feels a little fairer, feels, you know, the edge feels 479 00:24:09,200 --> 00:24:11,720 exacerbated in either direction just a little bit. 480 00:24:11,720 --> 00:24:13,960 So I I like that as well. Yeah, you. 481 00:24:13,960 --> 00:24:15,320 Can pass the edge like I, I think. 482 00:24:15,320 --> 00:24:19,040 There's a little bit of edge in this Ferrari line, so like I, 483 00:24:19,040 --> 00:24:20,520 that one's fun. I ran the. 484 00:24:20,520 --> 00:24:27,080 Numbers I saw that closer to 72% based on current widely accepted 485 00:24:27,480 --> 00:24:31,080 sports book odds that one of the Ferrari guys would be on the 486 00:24:31,080 --> 00:24:32,520 podium. So that's. 487 00:24:32,680 --> 00:24:33,360 What? I was looking. 488 00:24:33,440 --> 00:24:34,800 At. It looks a little. 489 00:24:34,800 --> 00:24:39,760 It looks like there's some value in there, not a ton, but I mean 490 00:24:39,760 --> 00:24:43,320 when you can get a 7% edge in in sports betting, like that's 491 00:24:43,320 --> 00:24:46,320 pretty big. Yeah, in general. 492 00:24:46,320 --> 00:24:49,320 So I I like this one. I, I, I, I wanted us to put just 493 00:24:49,320 --> 00:24:52,120 Lewis, but that would have been harder, right? 494 00:24:52,120 --> 00:24:54,400 Because he's just starting in a new car and so obviously hard 495 00:24:54,400 --> 00:24:56,360 because the first race of the season is first time ever 496 00:24:56,360 --> 00:25:00,040 driving the Ferrari. But but I like I like the yes 497 00:25:00,040 --> 00:25:01,480 here, but that's supposed to give us some bias. 498 00:25:01,480 --> 00:25:02,920 Like I'm a fan. Like I've been a Ferrari fan 499 00:25:02,920 --> 00:25:04,240 since Schumacher when I was a kid, right? 500 00:25:04,240 --> 00:25:06,360 So it's like I was told Lewis Hamilton's my GOAT. 501 00:25:06,800 --> 00:25:08,520 So Logan, what do you think here? 502 00:25:08,800 --> 00:25:10,760 You're a big sports guy. I don't. 503 00:25:10,760 --> 00:25:13,320 Know anything about F1? But I did the exact thing Tyler 504 00:25:13,320 --> 00:25:15,000 just mentioned. I went to odd checker. 505 00:25:15,200 --> 00:25:18,720 I went to odd checker and I was looking at, you know, odds for 506 00:25:18,720 --> 00:25:22,480 the for the win, which what Leclerc is like 4 to one or 507 00:25:22,480 --> 00:25:25,000 something and Hamilton's like 5 1/2 to one or something. 508 00:25:26,080 --> 00:25:29,240 So yeah, I mean, there's I'm sure there's odds for win play 509 00:25:29,240 --> 00:25:31,280 show or something like that as well out there. 510 00:25:31,280 --> 00:25:33,240 Although I was just looking at the win odds and just trying to 511 00:25:33,240 --> 00:25:37,000 extrapolate that way. I don't know anything about F1 512 00:25:37,560 --> 00:25:39,240 at all. So, OK, we need tennis. 513 00:25:39,240 --> 00:25:41,800 Markets for this guy. So yes, we do it. 514 00:25:42,240 --> 00:25:43,400 We definitely. Need tennis markets? 515 00:25:44,560 --> 00:25:45,520 Yeah. Exactly. 516 00:25:45,520 --> 00:25:47,120 Anyway, so these are good. I mean I'm excited. 517 00:25:47,120 --> 00:25:48,960 You guys should check them out. I mean, if you're, if you're 518 00:25:48,960 --> 00:25:53,000 active in space, myriad dot markets, myriad dot markets, 519 00:25:53,000 --> 00:25:54,240 check it out. We have 3, three. 520 00:25:54,360 --> 00:25:57,720 The one that's going to be a sweat for us, not for for the 521 00:25:57,720 --> 00:26:03,480 user is the pump font revenue. So basically by if you look at 522 00:26:03,480 --> 00:26:05,040 the trend that they've been going based on the last few 523 00:26:05,040 --> 00:26:08,320 weeks, because they make one to one, three a month, a a day is 524 00:26:08,320 --> 00:26:11,520 million that is it would be 613. So we said 615. 525 00:26:11,600 --> 00:26:14,120 All it takes is a couple of runners and there's 14 days left 526 00:26:14,120 --> 00:26:16,120 for this market to close, and it's based on the 31st. 527 00:26:16,120 --> 00:26:20,200 So I don't know for now, the no is like a slap. 528 00:26:20,200 --> 00:26:21,960 It's a screaming no, but you just don't know. 529 00:26:22,160 --> 00:26:24,280 Like what happens if the market turns for a little bit? 530 00:26:25,320 --> 00:26:27,080 I was going to be on the no side, and then you and you 531 00:26:27,080 --> 00:26:29,800 talked me into the yes side last week on on the show. 532 00:26:30,600 --> 00:26:31,280 Oh. No. 533 00:26:31,640 --> 00:26:35,640 Like my first loss in the the myriads, you're blaming me 534 00:26:35,640 --> 00:26:38,640 already? God damn it broke. 535 00:26:39,560 --> 00:26:42,640 My little decisions. That I've. 536 00:26:42,800 --> 00:26:45,520 Made that impact, but I didn't make a huge. 537 00:26:45,960 --> 00:26:47,920 It wasn't a huge bet, but I wouldn't I. 538 00:26:47,920 --> 00:26:49,840 Wouldn't go big on that. I didn't, I mean. 539 00:26:49,920 --> 00:26:54,040 It really did fall off a Cliff there, and it actually it looked 540 00:26:54,040 --> 00:26:56,960 like it was kind of rebounding a little bit late last week, which 541 00:26:56,960 --> 00:26:59,960 is partially why. And then, of course, Seoul 542 00:26:59,960 --> 00:27:02,480 falling off a Cliff doesn't help us here either because the 543 00:27:02,480 --> 00:27:05,760 revenue is denominated in Seoul, Yeah. 544 00:27:06,120 --> 00:27:07,600 This is true. This is true. 545 00:27:07,600 --> 00:27:09,920 What's happened? The markets, markets are really 546 00:27:09,920 --> 00:27:11,680 volatile right now. We must have gotten some. 547 00:27:12,080 --> 00:27:13,880 They're so. Volatile, yeah, but there's 548 00:27:13,880 --> 00:27:16,320 something. Going on, I saw some. 549 00:27:16,320 --> 00:27:20,120 Major aluminum or something, I don't know, precious metal 550 00:27:20,120 --> 00:27:22,440 tariffs on Canada. Like, yeah, I saw that. 551 00:27:22,440 --> 00:27:24,520 But then someone saying Canada's backing down already. 552 00:27:24,520 --> 00:27:29,480 I know what's going on or what that means, but wow, can we just 553 00:27:29,480 --> 00:27:31,360 talk about this for a second? Yeah, let's do it. 554 00:27:32,320 --> 00:27:34,400 The bull Run. Hasn't even begun. 555 00:27:36,840 --> 00:27:38,880 Miraz. He must be stopped. 556 00:27:38,880 --> 00:27:42,760 I think at this stage that that tweet's. 557 00:27:42,760 --> 00:27:45,440 Not as bad. I mean, it's it's in line I 558 00:27:45,440 --> 00:27:47,840 guess with the other one. So yesterday he tweeted the SPX 559 00:27:47,960 --> 00:27:50,560 one to 100 billion, and that's the one that one. 560 00:27:50,880 --> 00:27:54,600 Kills me bro not. Saw him because I think it's at 561 00:27:54,600 --> 00:27:58,560 like 300 million now. That one went viral. 562 00:27:58,960 --> 00:28:01,120 Some people are just. Like let, let, let, let this go 563 00:28:01,120 --> 00:28:05,400 already. I mean, the, the Bull run hasn't 564 00:28:05,400 --> 00:28:09,000 started yet is kind of in line with some of the things that 565 00:28:09,640 --> 00:28:12,840 that we've said about, you know, the, the broader Golden Bull 566 00:28:12,840 --> 00:28:15,560 Run. And I've actually seen other 567 00:28:15,560 --> 00:28:18,800 people say, So what, the 20? 19 comparison, is that what 568 00:28:18,800 --> 00:28:20,240 you're talking about? Because I've seen Kobe talk 569 00:28:20,240 --> 00:28:23,400 about that before as well. Yeah, the the. 2024 was kind of 570 00:28:23,400 --> 00:28:27,000 a a a fake out bull run, so a lot of people compare. 571 00:28:27,000 --> 00:28:32,920 For 19 to 24, yeah, to me, the best market take I've seen 572 00:28:33,400 --> 00:28:35,760 because it's a take that they made a few months ago when Trump 573 00:28:36,240 --> 00:28:38,160 got into office. There's only two people that had 574 00:28:38,160 --> 00:28:41,320 to take. It was a wizard and OV about it 575 00:28:41,320 --> 00:28:46,320 being very close to 2018 trade in terms of macro, because when 576 00:28:46,320 --> 00:28:50,040 Trump came in, tariffs, tariffs, tariffs pushed the economy into 577 00:28:50,040 --> 00:28:52,120 somewhat of a recession or, you know, down only. 578 00:28:52,120 --> 00:28:55,440 And then things went up. And then if you look at actually 579 00:28:55,440 --> 00:28:58,120 really like Osfs, for those of you who want to do a little bit 580 00:28:58,120 --> 00:29:00,880 of reading, OV wrote a good tweet yesterday explaining like 581 00:29:00,880 --> 00:29:03,640 his take on the market and how basically every single dip at 582 00:29:04,080 --> 00:29:07,320 the end of day was like an opportunity to just accumulate. 583 00:29:08,360 --> 00:29:09,760 And I thought that was a good take here. 584 00:29:09,760 --> 00:29:13,760 If that wasn't around really market wise in 2018 was running 585 00:29:13,760 --> 00:29:15,920 a social media agency. So it's not like I was following 586 00:29:15,920 --> 00:29:18,440 the markets, but I thought that was a good take. 587 00:29:18,440 --> 00:29:21,640 So a lot of people are comparing this to 19 ish Tyler. 588 00:29:21,640 --> 00:29:23,360 A lot of people sometimes that take. 589 00:29:25,560 --> 00:29:27,320 Let's hope. But like at the same time, like, 590 00:29:27,320 --> 00:29:29,880 let's acknowledge like Bitcoin ran from like, what were the 591 00:29:29,880 --> 00:29:32,080 lows in 2020? Three, 15,000. 592 00:29:32,080 --> 00:29:33,560 Dollars. So like, it's hard. 593 00:29:33,560 --> 00:29:35,040 To say like that wasn't a board run. 594 00:29:35,120 --> 00:29:39,440 Clearly it was and Solana. Went from $8 to $290.00 and the 595 00:29:39,440 --> 00:29:42,080 president of the United States of America launching Bitcoin on 596 00:29:42,080 --> 00:29:44,920 exchange, so there's that. Speaking of which, the code 597 00:29:44,920 --> 00:29:51,960 today is he wrote the bounce. BOUNCE we're just manifesting 598 00:29:51,960 --> 00:29:54,840 bounce raffle bots dot XY. You want to put will you want a 599 00:29:54,840 --> 00:29:57,120 chance to win a punk get over here. 600 00:29:57,200 --> 00:30:00,720 Bounce is the code of 4.25% chances that someone's going to 601 00:30:00,720 --> 00:30:02,200 win a crypto punk today on the show. 602 00:30:02,200 --> 00:30:04,720 That's high odds. If you ask me, Robot, we're here 603 00:30:04,720 --> 00:30:07,840 to we're here to empty empty the empty the vault here. 604 00:30:07,840 --> 00:30:10,280 We're going to empty Robot's vault after people want red guys 605 00:30:10,280 --> 00:30:12,960 for like six months straight. So let's go. 606 00:30:13,120 --> 00:30:15,080 Let's do this. A raffle ball that XYZ. 607 00:30:15,680 --> 00:30:18,800 The code is bounced anyways. Tyler, you had a stacked news 608 00:30:19,160 --> 00:30:20,840 news cycle this morning. What else you got for us? 609 00:30:21,040 --> 00:30:21,880 Yeah, real quick. I I. 610 00:30:21,880 --> 00:30:24,200 See the headline now? So Trump says all tariffs on 611 00:30:24,200 --> 00:30:26,880 Canada will disappear if they become our 51st state. 612 00:30:26,880 --> 00:30:31,520 Jesus. That's not gonna happen though. 613 00:30:31,520 --> 00:30:33,960 Like you guys think he's serious about it. 614 00:30:33,960 --> 00:30:35,440 Like, you know, me, I joke about it, whatever. 615 00:30:35,440 --> 00:30:37,520 Like obviously I, I don't think I even want that. 616 00:30:37,600 --> 00:30:39,960 Like, yeah, I wouldn't really want like, I really love Canada 617 00:30:39,960 --> 00:30:42,480 as a country. And it's like people like you 618 00:30:42,560 --> 00:30:45,480 guys think he's serious when he talks like that, yes. 619 00:30:46,120 --> 00:30:46,920 You think so? You think? 620 00:30:46,920 --> 00:30:51,000 He he means it, probably. I think he's taking it too far 621 00:30:51,000 --> 00:30:54,360 at this point for it to just be something like a shit post. 622 00:30:54,760 --> 00:30:56,880 Yeah. Like, how often has he talked 623 00:30:56,880 --> 00:30:58,240 about this over the last three months? 624 00:30:58,240 --> 00:31:03,880 Now it's, it's quite a bit. So I don't know, I, I take 625 00:31:03,880 --> 00:31:08,360 everything he says pretty literally at this point. 626 00:31:09,800 --> 00:31:13,120 I'm not really sure what the negotiation tactic here is like. 627 00:31:13,120 --> 00:31:16,960 OK, we we won't make your face. Relax the. 628 00:31:16,960 --> 00:31:18,320 Tariffs. So yeah, Bitcoin's. 629 00:31:18,320 --> 00:31:21,520 Not liking this morning, man. I mean, look at this red candle 630 00:31:21,520 --> 00:31:23,960 since we started the show right there. 631 00:31:24,440 --> 00:31:26,240 Not great. Bitcoin is not. 632 00:31:26,240 --> 00:31:31,240 Liking it, not liking it at all. So maybe we should change that 633 00:31:31,600 --> 00:31:36,840 code, Sims Yeah, yeah, yeah, yeah, yeah. 634 00:31:36,840 --> 00:31:38,600 That was not helping us. Yeah, there's a couple other 635 00:31:38,600 --> 00:31:40,640 headlines. So the buybacks are continuing. 636 00:31:40,640 --> 00:31:43,120 I think Arbitrome is the latest D5 token. 637 00:31:43,680 --> 00:31:46,640 I think it's fair to call Arbitrome, put it somewhat in 638 00:31:46,640 --> 00:31:48,160 the D5 bucket. Yeah, right. 639 00:31:48,200 --> 00:31:51,600 I mean, it's not 2 so they're. Talking about doing buybacks now 640 00:31:51,600 --> 00:31:54,800 off Chain Labs, what's the group that put this forward? 641 00:31:54,800 --> 00:31:58,400 I haven't seen details around specific numbers, amounts that 642 00:31:58,400 --> 00:31:59,600 they're planning to put into that. 643 00:31:59,600 --> 00:32:02,880 So I think stay tuned that's going to be a key aspect here, 644 00:32:04,200 --> 00:32:08,000 but just the latest. And I think whenever there is a 645 00:32:08,000 --> 00:32:11,400 recovery and I don't know when that's going to be, but it it 646 00:32:11,400 --> 00:32:15,480 does seem like there will be a focus on these, you know, 647 00:32:15,840 --> 00:32:19,400 revenue generating buy back D5 protocols. 648 00:32:19,400 --> 00:32:23,440 I think that's going to be one of the stronger sectors when 649 00:32:23,440 --> 00:32:26,960 whenever we do bottom. So that's going to be 1 to 650 00:32:26,960 --> 00:32:29,200 continue. We had a new token launch this 651 00:32:29,200 --> 00:32:33,040 morning from bubble maps. Looks like that's hanging out 652 00:32:33,200 --> 00:32:36,480 right around 90 to 100. How was that I? 653 00:32:36,480 --> 00:32:39,160 Heard they had a very good claim process and that the dashboard 654 00:32:39,160 --> 00:32:42,880 was clean, but I don't know anything else about it. 655 00:32:44,720 --> 00:32:46,760 Yeah, they. They they shared new details 656 00:32:46,760 --> 00:32:50,280 this morning about what it actually is. 657 00:32:50,280 --> 00:32:56,760 So they are launching an Intel desk where effectively it's 658 00:32:56,760 --> 00:33:01,360 going to be a decentralized investigations for on chain 659 00:33:01,360 --> 00:33:05,760 sleuths. And the idea is there will be, 660 00:33:05,840 --> 00:33:09,280 you know, folks can put up like things that you want this 661 00:33:09,280 --> 00:33:13,480 community to investigate and then there will be BNT token 662 00:33:14,000 --> 00:33:17,840 rewards for those who who put solutions. 663 00:33:17,880 --> 00:33:18,560 Interesting. It's. 664 00:33:18,760 --> 00:33:22,840 On BNB and Solano users deposit. The tokens and then they can 665 00:33:22,840 --> 00:33:24,840 allocate to one of the more to to cases. 666 00:33:24,840 --> 00:33:27,160 So I think if, if you want someone to investigate your 667 00:33:27,160 --> 00:33:32,520 case, my read is that person will have to to deposit the BMT 668 00:33:32,520 --> 00:33:36,040 tokens as some, as kind of a reward. 669 00:33:36,200 --> 00:33:41,120 But I mean, in this scenario where I, let's say you, you 670 00:33:41,320 --> 00:33:46,480 know, terribly I get fished or hacked for $100,000, like does 671 00:33:46,480 --> 00:33:50,520 it make sense to put 5 KBMT tokens into a pool and, and have 672 00:33:50,520 --> 00:33:53,680 someone help you out? Maybe it does in that scenario, 673 00:33:53,760 --> 00:33:56,320 like if you think you've got all this, if it gives you a better 674 00:33:56,320 --> 00:33:59,800 shot at getting some of that back. 675 00:33:59,800 --> 00:34:02,760 I don't know exactly how it's going to work, but that was kind 676 00:34:02,760 --> 00:34:07,160 of my read on how it would work. There was questions about what 677 00:34:07,160 --> 00:34:08,440 the token will actually be used for. 678 00:34:08,440 --> 00:34:11,400 So like they they did come out and answer that it's tied to the 679 00:34:11,400 --> 00:34:15,120 Intel desk and then yeah, you're sure economics for the AirDrop 680 00:34:15,120 --> 00:34:16,080 here. I actually haven't had a chance 681 00:34:16,080 --> 00:34:17,760 to to dig in. Me neither. 682 00:34:18,159 --> 00:34:21,480 I'll look after. I know the guys saw them in Hong 683 00:34:21,480 --> 00:34:26,280 Kong, the fresh lads. So we'll see, we'll see. 684 00:34:26,360 --> 00:34:28,360 I think it'll pay 300 million FDV. 685 00:34:29,679 --> 00:34:31,840 Yeah, it got pretty. High on the open and yeah, it's 686 00:34:31,840 --> 00:34:33,000 down a bit. I mean, you're. 687 00:34:33,320 --> 00:34:37,440 Also like kudos to them launching a token right now like 688 00:34:37,440 --> 00:34:41,400 today, they do not care. About broader market conditions, 689 00:34:41,719 --> 00:34:44,320 that is, there's a lot of thought. 690 00:34:44,320 --> 00:34:47,639 Around it for sure. I think the general. 691 00:34:47,639 --> 00:34:53,280 Thought is like why they need the token I mean. 692 00:34:53,280 --> 00:34:56,000 Isn't that around for 90% of their industry? 693 00:34:57,360 --> 00:35:01,360 You know, one of my favorite quants yesterday made a really 694 00:35:01,360 --> 00:35:03,640 good point. It's going to be I'm actually 695 00:35:03,640 --> 00:35:05,240 curious about you got you guys's take. 696 00:35:06,200 --> 00:35:11,080 Does Ethereum need a token? What's? 697 00:35:11,080 --> 00:35:16,880 The gas token, right? What do you think? 698 00:35:17,760 --> 00:35:21,320 Yeah, I. Think of any tokens in this 699 00:35:21,680 --> 00:35:23,480 place. Ethereum would need one more 700 00:35:23,480 --> 00:35:25,560 than most others. Yeah, forget all the. 701 00:35:25,600 --> 00:35:28,240 Trash like yeah, I think we know the trash is should have a 702 00:35:28,440 --> 00:35:30,680 token. Yeah, why not? 703 00:35:30,680 --> 00:35:35,720 I mean, it's a hugely programmable blockchain with 704 00:35:35,720 --> 00:35:39,680 tons of smart contract type stuff that you need a gas token 705 00:35:39,680 --> 00:35:41,080 for, right? Correct me. 706 00:35:41,080 --> 00:35:42,960 I mean, I'm not the technical expert here. 707 00:35:43,200 --> 00:35:45,320 Is there some other way to do it without? 708 00:35:45,480 --> 00:35:47,960 I mean, I guess you could use other with account abstraction 709 00:35:47,960 --> 00:35:52,000 that's coming with Petra. You could use other tokens as 710 00:35:52,000 --> 00:35:55,000 the gas token, yes. But otherwise, like is there 711 00:35:55,000 --> 00:35:58,520 anything else you could do? I don't know, maybe it's the 712 00:35:58,520 --> 00:36:01,760 L2's that don't. Need the token, you know, but 713 00:36:01,760 --> 00:36:03,760 there's there's something there or we don't need the L. 714 00:36:03,760 --> 00:36:05,480 Twos. Or as many of them. 715 00:36:05,920 --> 00:36:07,400 Or as many of them, that's for sure. 716 00:36:07,400 --> 00:36:09,360 I mean, that's not the conversation budgeting anything 717 00:36:09,360 --> 00:36:12,240 that L twos are. I know there's a whole for sure. 718 00:36:12,240 --> 00:36:14,200 And it's funny because the L twos are super PvP, but they 719 00:36:14,200 --> 00:36:17,200 claim to want to scale it Theorem, right? 720 00:36:17,880 --> 00:36:20,920 But that's another conversation probably for another day given 721 00:36:20,920 --> 00:36:22,560 the time. But I was just thinking about it 722 00:36:22,560 --> 00:36:26,720 because I'm like, to me, a theorem is the single one of one 723 00:36:26,720 --> 00:36:29,480 of the, I don't want to say the one of the single greatest piece 724 00:36:29,480 --> 00:36:31,960 of technology that's ever been invented by mankind. 725 00:36:32,400 --> 00:36:35,080 I generally believe that, which is why myriad markets we are in 726 00:36:35,080 --> 00:36:37,520 the theorem of a company doesn't matter what I personally hold, 727 00:36:37,920 --> 00:36:39,840 right? And there's a reason for that 728 00:36:39,960 --> 00:36:42,160 because I think that it's extremely well done and and 729 00:36:42,160 --> 00:36:44,360 robust and sufficiently decentralized. 730 00:36:45,200 --> 00:36:50,840 And I love that about it, right? But I like to compare it to like 731 00:36:50,840 --> 00:36:53,880 different like a Visa or like a MasterCard. 732 00:36:53,880 --> 00:36:57,800 What's the most used platforms in the planet, let's say, but 733 00:36:58,160 --> 00:37:01,000 you don't have a token nor do people understand how the 734 00:37:01,000 --> 00:37:02,400 processing work. I just tapped my card. 735 00:37:02,400 --> 00:37:04,000 It works. I need to know how it functions. 736 00:37:04,480 --> 00:37:06,320 And so sometimes I think about Ethereum and I'm like, wow, like 737 00:37:06,320 --> 00:37:07,560 this is the greatest platform ever. 738 00:37:07,560 --> 00:37:09,640 But I don't think that that doesn't mean that the price of 739 00:37:09,640 --> 00:37:11,160 the token should go up at all times. 740 00:37:11,600 --> 00:37:13,720 There's a world for me where Ethereum just stabilizes 741 00:37:13,720 --> 00:37:16,360 forever. Literally just stable coin 742 00:37:16,360 --> 00:37:18,920 vibes. And then you use the Etherium 743 00:37:18,920 --> 00:37:21,920 block and then but still, it is the most used blockchain in the 744 00:37:21,920 --> 00:37:22,800 world. You know what I mean? 745 00:37:23,160 --> 00:37:24,480 I don't know. That's just how I see it here. 746 00:37:24,480 --> 00:37:27,520 I mean you can make the. Same argument for Bitcoin as 747 00:37:27,520 --> 00:37:31,000 well, like one of its primary use cases is just that, a 748 00:37:31,040 --> 00:37:33,120 current store value. Digital that. 749 00:37:33,120 --> 00:37:36,800 Folks can send anywhere around the world trustless, but the 750 00:37:36,800 --> 00:37:38,760 difference is that. Because it's like it's only 21 751 00:37:38,760 --> 00:37:42,240 million price is bound to go up because of the the supply that's 752 00:37:42,360 --> 00:37:45,160 available to be acquired like gold, right? 753 00:37:45,160 --> 00:37:46,720 Or actually gold. You keep finding more gold, 754 00:37:47,600 --> 00:37:50,480 Bitcoin can't find more Bitcoin. But anyways, that's a I thought 755 00:37:50,480 --> 00:37:52,720 that was interesting. We're meant to have a guest 756 00:37:52,720 --> 00:37:55,920 right now. If they're requesting oh cancel, 757 00:37:55,920 --> 00:37:57,160 nevermind. He got the time round due to 758 00:37:57,160 --> 00:38:00,360 daylight savings. Dude, can we abolish It'll come 759 00:38:00,360 --> 00:38:01,680 tomorrow. Shout to io.net. 760 00:38:01,680 --> 00:38:03,120 It'll come after tomorrow after tomorrow. 761 00:38:03,400 --> 00:38:05,360 Can we cancel daylight savings already? 762 00:38:05,640 --> 00:38:07,680 It's so useless. I think Trump. 763 00:38:07,680 --> 00:38:09,560 Is trying to. I think this might be the last 764 00:38:09,560 --> 00:38:11,520 time we change. Vitalik agrees. 765 00:38:11,520 --> 00:38:13,920 With him, I think last year Vitalik Tweed, something about 766 00:38:14,720 --> 00:38:19,360 they. I say it'd be useless, very 767 00:38:19,360 --> 00:38:21,000 rare. Anyways, the code is bouncing. 768 00:38:21,000 --> 00:38:23,160 Well we then that means we do have more time. 769 00:38:23,160 --> 00:38:25,920 I don't know if Logan or or Tyler, there's anything else you 770 00:38:25,920 --> 00:38:28,080 guys wanted to talk to him, but we do have more time. 771 00:38:29,040 --> 00:38:31,480 Yeah, I, I mean. We just let's talk about the 772 00:38:31,480 --> 00:38:33,600 this, the Trump Elon comma. Did you? 773 00:38:33,960 --> 00:38:38,080 Did you see those last night? So I guess for for it helps out 774 00:38:38,080 --> 00:38:39,720 the stage. Yesterday I tweeted about how 775 00:38:39,720 --> 00:38:45,760 Tesla stock was down 55%, which is interestingly the exact same 776 00:38:45,840 --> 00:38:47,480 percentage that Ethereum is down. 777 00:38:48,600 --> 00:38:51,200 Interesting. So Tesla and. 778 00:38:51,200 --> 00:38:58,000 Ether both down 55% from their December peaks, which was I 779 00:38:58,040 --> 00:39:04,440 mean, just highlighting how rapid this pullback was this 780 00:39:04,440 --> 00:39:07,320 morning. It seems like Elon may have 781 00:39:07,320 --> 00:39:10,440 gotten in in in Donald's ear a little bit. 782 00:39:11,520 --> 00:39:15,080 He was talking about how Elon is putting it on the line helping 783 00:39:15,120 --> 00:39:20,520 the our nation, but the radical left are trying to boycott Tesla 784 00:39:20,520 --> 00:39:23,800 illegally. What was going on else did he 785 00:39:23,800 --> 00:39:25,720 say? He said I thought he came out 786 00:39:25,720 --> 00:39:28,680 and and told people to. Oh, he says I'm in any event, 787 00:39:28,680 --> 00:39:31,320 I'm going to buy a brand new Tesla tomorrow morning as a show 788 00:39:31,320 --> 00:39:36,200 of confidence and support. So Trump's going to go out and 789 00:39:36,200 --> 00:39:38,200 buy, I don't know, maybe a new cyber drug. 790 00:39:38,400 --> 00:39:40,320 So yeah, I mean. Shit's down though. 791 00:39:40,320 --> 00:39:43,480 Like it's pretty wild, but markets are not getting any 792 00:39:43,480 --> 00:39:48,120 relief on that front either. 55% now I called this. 793 00:39:48,120 --> 00:39:51,720 Yesterday I said Elon would have to be in his ear at some point. 794 00:39:53,080 --> 00:39:55,880 He had to have. Why else would he say? 795 00:39:55,960 --> 00:39:59,520 This quite a bit and like the actually like the Tesla deals 796 00:39:59,520 --> 00:40:02,240 which are like getting vandalized yo you just. 797 00:40:02,240 --> 00:40:03,520 See that? That's crazy, right? 798 00:40:04,960 --> 00:40:08,120 Yes, which? Is surprising because like it's 799 00:40:08,120 --> 00:40:10,800 clearly tied to Elon's role in government and he's there are a 800 00:40:10,800 --> 00:40:15,120 lot of people who are very against it, but I feel like. 801 00:40:15,200 --> 00:40:16,200 Even. Just six months ago. 802 00:40:16,240 --> 00:40:21,000 Like people generally really like Tesla cars and like Tesla 803 00:40:21,640 --> 00:40:25,640 FSD their their full service driving but this is wild. 804 00:40:25,640 --> 00:40:26,880 Right. Or it's a. 805 00:40:26,880 --> 00:40:29,680 Very innovative product. But yeah, these are people like 806 00:40:31,000 --> 00:40:35,280 literally vandalizing. Tesla employs these cars Like 807 00:40:35,280 --> 00:40:38,120 that's like cars from the employees in the parking lots 808 00:40:38,120 --> 00:40:39,840 that are getting vandalized. That's actually wild. 809 00:40:40,120 --> 00:40:41,440 Is he not doing a good job though? 810 00:40:44,400 --> 00:40:47,000 I think they're they're it's pretty much divided on party 811 00:40:47,000 --> 00:40:49,800 lines most part of what I've seen. 812 00:40:49,800 --> 00:40:53,960 I think folks on the left think he's overreaching, perhaps 813 00:40:53,960 --> 00:40:57,800 breaking laws with with what they're doing, going too fast, 814 00:40:57,800 --> 00:41:01,160 breaking things. I think on the right folks are 815 00:41:01,240 --> 00:41:06,040 are more aligned with we needed these types of cuts and like 816 00:41:06,040 --> 00:41:10,720 this is a RIP the Band-Aid off approach and it's better to go 817 00:41:10,720 --> 00:41:14,880 fast. I think the reality is probably 818 00:41:14,880 --> 00:41:17,800 somewhere in the middle. I don't I don't know that the 819 00:41:17,800 --> 00:41:20,680 deep legalities of everything they've been doing and if 820 00:41:20,680 --> 00:41:23,920 they've been overstepping some of the rules. 821 00:41:23,920 --> 00:41:28,480 I think in general I'm in the camp of we need a more efficient 822 00:41:29,200 --> 00:41:35,240 government. Joe Lubin had a good take 823 00:41:35,240 --> 00:41:38,920 yesterday. I, I, I think on the matter, he 824 00:41:38,920 --> 00:41:41,280 wrote. This is what his take and he was 825 00:41:41,280 --> 00:41:43,200 saying. I hope this take doesn't upset 826 00:41:43,200 --> 00:41:44,840 people too much. As I understand many who might 827 00:41:44,840 --> 00:41:47,200 have been over leveraged could have seen losses today, 828 00:41:47,200 --> 00:41:48,760 recently. The actions we have recently 829 00:41:48,760 --> 00:41:51,440 seen by the US government to reduce its own internal craft 830 00:41:51,440 --> 00:41:54,720 and corruption and to right size the dependencies of people and 831 00:41:54,720 --> 00:41:57,280 other governments on the US will very soon set up the US to 832 00:41:57,280 --> 00:41:59,840 operate with more focus, lightness and agility than it 833 00:41:59,840 --> 00:42:02,600 has in long time. This is take and I think that 834 00:42:02,600 --> 00:42:07,320 guy's a pretty smart man. So yeah, I'm saying this right. 835 00:42:07,560 --> 00:42:11,280 This is still the the best setup for crypto specifically that 836 00:42:11,280 --> 00:42:14,560 we've ever had. And I think a lot of the bull, 837 00:42:15,160 --> 00:42:18,200 the bulls out there still feel like whenever the the doge cuts 838 00:42:18,200 --> 00:42:21,920 kind of come through, it is setting up the US to to move 839 00:42:21,920 --> 00:42:23,480 forward. Yeah. 840 00:42:23,720 --> 00:42:25,920 Says. It, you know, more light, more 841 00:42:25,920 --> 00:42:31,600 agile, more focus, but it's hard for most people to see more 842 00:42:31,600 --> 00:42:34,120 than, you know, a few inches in front of their face. 843 00:42:35,200 --> 00:42:37,480 IT definitely. Is. 844 00:42:37,520 --> 00:42:40,400 And then in other news, I saw your bitwise stuff this morning. 845 00:42:40,560 --> 00:42:42,640 That looks pretty cool. These guys are fucking killing 846 00:42:42,640 --> 00:42:45,200 it, man. Seriously, That was sharp. 847 00:42:45,200 --> 00:42:48,720 So they, they highlighted how I think what 70 companies now have 848 00:42:48,720 --> 00:42:51,400 effectively followed Sailor's MicroStrategy playbook and 849 00:42:51,400 --> 00:42:55,400 meaning they are holding Bitcoin in their treasuries. 850 00:42:56,160 --> 00:43:00,040 And now it looks like they have compiled 70 have over 1000 851 00:43:00,040 --> 00:43:02,120 Bitcoin. Wow, that's a pretty decent 852 00:43:02,120 --> 00:43:04,760 threshold. So what they've done is created 853 00:43:04,760 --> 00:43:08,480 an ETF where you can invest in it. 854 00:43:08,480 --> 00:43:10,640 Looks like the top ten. Wow. 855 00:43:11,040 --> 00:43:13,160 Of those. Companies who hold at least Wow 856 00:43:13,880 --> 00:43:17,960 Bitcoin well, Mara. 'S kaling it bro? 857 00:43:17,960 --> 00:43:21,920 I met these guys in DC Pretty sure the boss was in the room. 858 00:43:23,200 --> 00:43:26,040 They're killing it clean. Spark riots. 859 00:43:26,040 --> 00:43:28,880 So metaplan it's only 6. The metaplan, it has a lot. 860 00:43:30,120 --> 00:43:31,800 I'm not sure if this is. Listed. 861 00:43:31,800 --> 00:43:34,720 By maybe it is by the total holdings. 862 00:43:34,720 --> 00:43:38,640 I'm surprised they don't see like the block or block there. 863 00:43:40,280 --> 00:43:43,960 Tesla I believe holds more than 1000 Bitcoin as well. 864 00:43:44,880 --> 00:43:47,160 Corporations muscles at least 1000 Bitcoin holdings are 865 00:43:47,160 --> 00:43:48,520 weighted by the amount of Bitcoin owned. 866 00:43:48,600 --> 00:43:51,040 The largest holding is caps 20% for diversification. 867 00:43:51,560 --> 00:43:56,440 Massive growers be less so that. You see that Logan, So if 868 00:43:56,440 --> 00:44:00,520 they're if it's less than 1/3 of their balance sheet, they're 869 00:44:00,520 --> 00:44:04,880 getting a smaller weighting got. It so maybe that's. 870 00:44:04,880 --> 00:44:06,320 Why? Oh, it's. 871 00:44:06,360 --> 00:44:07,960 Here, it's here, it's here. There you go. 872 00:44:08,600 --> 00:44:10,040 There you go. It's all here. 873 00:44:11,520 --> 00:44:13,560 They do. Mara does have way more Bitcoin 874 00:44:13,560 --> 00:44:15,640 than everybody else, 45,000. Yeah, they're second. 875 00:44:16,120 --> 00:44:19,880 They're second, but yeah. Right, right. 876 00:44:19,880 --> 00:44:22,760 Has more than clean spark. OK, Yeah, because it's. 877 00:44:22,760 --> 00:44:24,120 Weighted. See the weight here. 878 00:44:24,120 --> 00:44:27,960 So they're being in my point of three points, but they still 879 00:44:27,960 --> 00:44:32,400 have way more Bitcoin like by 7000 interest. 880 00:44:32,400 --> 00:44:38,160 So Metaplanet has 2800 actually. So there are quite. 881 00:44:38,160 --> 00:44:39,880 A few people that have more Who are the 10? 882 00:44:39,880 --> 00:44:42,640 Beyond or beyond show all holdings? 883 00:44:42,640 --> 00:44:43,320 Yeah. Am I clicking that? 884 00:44:43,680 --> 00:44:45,640 There you go. High similar. 885 00:44:45,880 --> 00:44:47,880 HUD 8. Pretty sure HUD 8 is Canadian 886 00:44:47,880 --> 00:44:51,200 based. Yeah, Block, OK, there's. 887 00:44:51,200 --> 00:44:54,440 Block. There's Coinbase Tesla. 8000 888 00:44:54,600 --> 00:44:57,880 you're right yeah, Tesla's 11,000 Bitcoin yeah, I actually. 889 00:44:57,880 --> 00:45:01,360 Worked on there's a piece over at the crypt it's called the top 890 00:45:01,360 --> 00:45:05,000 10 publicly traded companies with Bitcoin whole things so IA 891 00:45:05,000 --> 00:45:08,160 little a little more familiar with some of these than than not 892 00:45:08,160 --> 00:45:11,480 no you're right so. Coinbase has 9000 and Tesla has 893 00:45:11,480 --> 00:45:15,360 11,000 but weighted at 1.39 and one point and 25%. 894 00:45:16,200 --> 00:45:19,200 Wow. Imagine having 11,000 Bitcoin 895 00:45:21,400 --> 00:45:22,880 they have. Less, actually. 896 00:45:23,160 --> 00:45:25,240 They got some from the. I'm sorry, I was. 897 00:45:26,200 --> 00:45:29,040 Just saying. Tesla got some by people paying 898 00:45:29,040 --> 00:45:31,600 for cars with Bitcoin. That was I remember that. 899 00:45:32,960 --> 00:45:35,680 If. If you want to get your company 900 00:45:35,680 --> 00:45:42,760 on this list, need $80 million? You buy 1000 Bitcoin, now you're 901 00:45:42,760 --> 00:45:46,600 in the running and it's not necessarily if you're bullish on 902 00:45:46,600 --> 00:45:48,880 Bitcoin, you didn't lose that cash, right? 903 00:45:48,880 --> 00:45:52,760 It's still this is. Interesting. 904 00:45:53,120 --> 00:45:54,200 Still pretty. Liquid. 905 00:45:57,120 --> 00:45:59,480 Wow, Surely we're about to enter a race of like, who's going to 906 00:45:59,480 --> 00:46:03,600 own the most Bitcoin Like big countries and companies and 907 00:46:04,200 --> 00:46:05,760 individuals. Like that billionaire that put 908 00:46:05,760 --> 00:46:09,440 70% of his net worth in Bitcoin. Like surely we're about to enter 909 00:46:09,440 --> 00:46:13,000 like a like there's going to be something like that road that 910 00:46:13,000 --> 00:46:14,800 Kobe's talking about from 100 and 2:50. 911 00:46:15,320 --> 00:46:17,440 It's going to come at us. It's going to come at us fast. 912 00:46:17,440 --> 00:46:20,120 Obviously it's not going to come at us tomorrow, probably not in 913 00:46:20,120 --> 00:46:24,400 the next three months. But when it hits, guys, where 914 00:46:24,400 --> 00:46:28,240 does that put our pups? I actually want to go look at 915 00:46:28,240 --> 00:46:30,440 the price of I want, let's go, let's do it. 916 00:46:30,440 --> 00:46:31,720 Let's hurt ourselves. Some more. 917 00:46:31,920 --> 00:46:33,480 Oh fuck I don't. I haven't looked at the Price 918 00:46:33,480 --> 00:46:35,360 ordinals in weeks. Are you ready? 919 00:46:36,000 --> 00:46:38,400 I pull up ordinals. Every day, Oh my. 920 00:46:38,560 --> 00:46:41,640 God ordinals are hanging out. Around point O 4 I'm almost at. 921 00:46:41,640 --> 00:46:44,560 A full round trip Here we're talking about A7 Bitcoin round 922 00:46:44,560 --> 00:46:51,160 trip node monkeys. At 0.04 was that was pops is 20. 923 00:46:51,160 --> 00:46:57,320 $1,000,000 bro this is insane Yeah RSS be relatively. 924 00:46:57,320 --> 00:47:03,760 Strong at 15 with the RSS with the whole. $6000 of volume bro 925 00:47:04,080 --> 00:47:07,920 like. There are other there are other 926 00:47:07,920 --> 00:47:09,600 tools we'll have to pull up the Odin board. 927 00:47:09,920 --> 00:47:11,400 I'm curious what what that looks like. 928 00:47:11,400 --> 00:47:15,040 I'm not sure if I'm yeah, let's see what what's going on on Odin 929 00:47:15,040 --> 00:47:16,320 over here. Oh, it's. 930 00:47:16,920 --> 00:47:19,800 Flashy. If you filter by volume, let's 931 00:47:19,800 --> 00:47:23,960 see what we got. You see the volume header on 932 00:47:23,960 --> 00:47:25,680 that? It's like it's like the 5th 933 00:47:25,680 --> 00:47:30,280 right column. Where like in the. 934 00:47:30,320 --> 00:47:36,520 Actual table there. 57 million, that's gotta. 935 00:47:36,520 --> 00:47:40,200 Be fake so there's huge. Volume pumping through this, but 936 00:47:40,200 --> 00:47:42,680 I don't even know what these oh those lifetime. 937 00:47:42,680 --> 00:47:44,040 Volumes. They must be lifetime. 938 00:47:45,200 --> 00:47:47,560 Yeah, they have to be and that has to be. 939 00:47:47,560 --> 00:47:50,040 Like spoofed or something? Maybe. 940 00:47:50,360 --> 00:47:52,640 All right, so maybe dog and pups aren't even on here yet. 941 00:47:53,000 --> 00:47:53,840 No, they're not. They're not. 942 00:47:54,560 --> 00:47:56,400 They're not. I saw Bongo tweet about that 943 00:47:56,400 --> 00:47:58,720 shit. He's like it's time to put our 944 00:47:58,760 --> 00:48:04,440 the actual ruins on there. So maybe that that that's our 945 00:48:04,440 --> 00:48:08,640 saving grace is when dog and pups get on on this Odin site 946 00:48:08,640 --> 00:48:12,360 and they can have more liquidity and live trading volume. 947 00:48:12,360 --> 00:48:15,440 So we're holding our breath. We got to figure out RSIC had 948 00:48:15,440 --> 00:48:19,200 promised something big coming for that 888-8888 Bitcoin block, 949 00:48:19,400 --> 00:48:22,480 which I think is coming up in a couple of weeks. 950 00:48:23,760 --> 00:48:25,200 So. I'm holding my breath. 951 00:48:25,920 --> 00:48:29,640 Yeah, the RSIC definitely don't. Hold your breath please, we need 952 00:48:29,640 --> 00:48:32,920 to arrive anything in months. So I'm sure it's going to be 953 00:48:32,920 --> 00:48:34,520 huge. It's going to. 954 00:48:34,520 --> 00:48:36,120 Be huge, man. You're going to be so tired of 955 00:48:36,120 --> 00:48:38,920 waiting. It kind of be you're going to 956 00:48:38,920 --> 00:48:40,200 be. So the code is bounced. 957 00:48:40,200 --> 00:48:42,360 Y'all BOUNC. Actually, let's bring it up. 958 00:48:42,360 --> 00:48:44,280 Let's go. Let's do the giveaway. 959 00:48:44,360 --> 00:48:47,160 Are you guys doing the other show later? 960 00:48:47,160 --> 00:48:48,320 Underexposed. Unexposed. 961 00:48:48,320 --> 00:48:49,720 Yeah. Are you switching? 962 00:48:49,720 --> 00:48:52,160 The name to overexposed already, no. 963 00:48:52,200 --> 00:48:58,000 We can't, but we are all personally overexposed to the 964 00:48:58,000 --> 00:49:00,480 industry we show up to every day. 965 00:49:02,080 --> 00:49:03,960 Oh yeah. Yeah, I can't wait though, cuz 966 00:49:03,960 --> 00:49:06,720 you know, like I Jenny, there's a side of me inside of me, 967 00:49:07,360 --> 00:49:08,760 obvious as a primable inside of me that.