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

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Good morning. 
Good morning. 

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TMG. 
Right. 

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What day is it, Tyler? 
Oh, it's my favorite day of the 

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week. 
Wednesday. 

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Whoa. 
Wednesday, March 19th, 2025. 

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Look at that. 
Another beautiful day. 

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And to have a beautiful day. 
The last day of winter, the 

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blast day of winter. 
Winter is not coming. 

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Winter is going away. 
Tyler, come back out in the 

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house. 
Tyler, Tyler. 

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Tyler, good morning. 
How you doing today? 

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I'm good waking up to some big 
green candles on the board. 

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I did my NCAA Calcutta draft 
last night, so I've been I've 

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been crunching the numbers for a
few days now. 

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I did not watch a single game of
of men's college basketball this

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year, but now I feel like I'm an
expert. 

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After a few hours of data 
analysis, I'm ready to grill our

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guests. 
Billy Betts. 

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Let's go. 
Small picks, so yeah. 

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Let's see if he's got some alpha
for us on the lines on Marriott 

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2 for the Texas and Charlotte. 
Should I? 

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I don't know anything about NBAI
know even less about the March 

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Madness stuff. 
I just know Twitter is offering 

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me $50.00 to start a bracket. 
Did you get that too? 

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I I yeah, sure, I'll do it. 
I mean, hey, 50 dollars, $50 

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that's like one coffee in 
Montreal. 

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Now we're like like a they said 
12 eggs. 

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You know, it's a lot of eggs. 
You know, I can't believe Can 

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you believe it, Tyler in this 
bear market, I see Bongo posting

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pictures of eggs on the timeline
like he's cooking eggs. 

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It's a flux. 
People, people have the nerve to

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post that they're eating eggs on
the timeline in the bear market.

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It's man. 
Do people just not think about 

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the other man? 
This is crazy. 

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This is crazy. 
Anyways, I said the bungle is 

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here. 
He's not. 

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Anyways, we have to make an our,
our, our ordinal special at some

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point. 
You know, maybe it'll. 

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Why not today? 
Because Mando's not here. 

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We need them for pups. 
We're not letting Mando get away

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from this one. 
We're not. 

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I think Mando's at a sex party 
in Portugal right now. 

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So that's why he's not here 
today. 

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He's he ended up taking himself,
he got all he got himself all 

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excited yesterday on the show. 
And if he you know, eggs down 

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40% but still outperforming ETH.
Yeah. 

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What's up with eggs being down? 
So eggs are down bad. 

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I think that's good. 
Anyways, today on the show to do

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today, what are we going to talk
about today? 

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We're going to talk about 
markets, we're going to talk 

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about crypto. 
We're going to talk about 

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macros. 
Is it Powell speaking today? 

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Yeah. 
FOMC. 

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Yeah. 
Big day, big day, big day or 

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not? 
But so far, big day, big day so 

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far. 
And then so far, bit what is 

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this post? 
An important reminder today, 

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there will be, there will not be
a meeting of 12 people voting on

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whether to start printing more 
Bitcoin. 

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So good. 
That's genius. 

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I love that. 
I will talk NFTS because NFTS 

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are so back. 
How did you say? 

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I love that. 
We'll talk about Tyler's top 100

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and then we'll be joined by 
today's. 

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They're not even a show partner.
They're just coming on to shoot 

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the shit with us because we may 
or may not be working on 

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something enough for Myriad so 
that we're going to have the 

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Billy Betts team on today. 
So we're going to try and get 

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some outfit from them. 
Heads up, I'm pretty sure we all

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have some coins from them. 
So there's our disclosure. 

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And then last but not least, 
Robert Lootbox spent today lucky

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winner today may leave with a 
with a crypto punk. 

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I'm feeling good about it today.
EE had a good balance. 

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I feel like someone's going to 
win a crypto punk today. 

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So Tyler, we'll just go straight
to you this morning. 

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Let's see what you got for us. 
Sorry, guys, this show is 

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powered by sorry. 
I'm I had we have like this is 

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prison years all week long. 
So yesterday it was like Charles

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Ambassuti, which is like the the
fire thing. 

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So like you have to jump over 
fire and drink wine and eat some

82
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like a bunch of different sweets
and stuff for good luck to 

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celebrate renewal. 
And I had wine last night and I 

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woke up with foggy this morning.
So I'm getting old. 

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I didn't even get like fucked 
up. 

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I mean, I just had a couple 
glasses of wine and I'm all 

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foggy this morning. 
This one was powered by 

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Galaxies. 
I got to start out of the 

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sponsors. 
Come on. 

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Galaxy is a weaponry platform 
empowering creators and 

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branstable, unstoppable 
communities with full ownership 

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and independence, trusted by 
icons like Donald Trump, Steve 

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Aoki, Mike Tyson, and the NBA 
shipping together the future of 

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engagement. 
Also wallet connect wallet 

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connect is the connectivity 
network shaping the future of 

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Onton UX. 
If you've connected to web 3 

97
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app, you've seen wallet connect 
that blue logo it's everywhere 

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an icon of trust in crypto as 
recognizable as visa at checkout

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want to learn more follow up 
connect on X and Telegram to 

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00:05:04,440 --> 00:05:10,200
stay ahead of what's next well, 
I am so good at this let's. 

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Go. 
Yeah, folks, crypto major is 

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very green here this morning 
ahead of today's big FOMC 

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meeting happening later this 
afternoon. 

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We've got Bitcoin up 3% eighty 
4K, ETH up 8 percent 2030 and 

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Robert Kobe, Kobe may have gone 
long, we'll have to chat about 

106
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that. 
But now the the leader is XRP up

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14%. 
It re flipped Ethereum and FDV 

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and this is on the back of Brad 
Garlin House. 

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The CEO announced this morning 
that the SEC is officially 

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dropping their appeal against 
ripples. 

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So. 
Ocean, we got some fucking 

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Ukrainians just now too. 
Let's go. 

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Nice. 
What was that? 

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Zelensky confirmed POW swap with
Russia. 

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Is that proof of work? 
Prisoner of war. 

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Oh so. 
Similar progress is being made 

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on that front. 
We're still not quite at a 

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ceasefire, but making progress 
it seems. 

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So I think markets are are 
liking that here to a degree as 

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well. 
Run through the rest of the 

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headlines before we get into 
some of this major price action 

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here. 
Zoppo Bank debuted their Bitcoin

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back to lending yesterday up to 
$1 million with more user 

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friendly lending terms. 
I thought that was a big deal. 

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Coinbase got a buy rating from 
investment firm Bernstein with a

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target price 69% higher, I think
around $310. 

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They're crediting Trump's crypto
friendly policies on that same 

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day, Coinbase, they keep 
shipping, they introduce 

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verified pools as KYC verified 
liquidity pools position as a 

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way to produce counterparty 
risk. 

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That's by base and unit swap V4.
In other headlines, NASDAQ 

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requesting SEC approval for a 
polka dot ETF. 

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Kathy Woods said she wants to 
tokenize two of her funds at the

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Digital Asset Summit here. 
So Kathy's leaning into 

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tokenization. 
The Justice Department dropped 

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charges against the Bit Cloud 
founder BX Digital is is also 

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leaning into tokenized financial
transactions. 

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They got regulatory approval in 
Switzerland and they're going to

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do that on Ethereum. 
So it still looks like Ethereum 

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is going to be the leader for 
real world assets on chain. 

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And then North Carolina became 
the latest state to introduce a 

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Bitcoin strategic reserve bill. 
This bill allocating up to 10% 

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of the state's public funds for 
Bitcoin. 

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So not a small amount there. 
And memes meme coin measures 

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mostly green Pepe leading the 
what up 9%? 

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Far coin looking pretty strong 
here dare I say as well. 

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It's up 24% leading the AI 
board. 

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This PBS token running this 
morning. 

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I still know exactly what this 
thing is. 

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You. 
Killed me with that one, I don't

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know why. 
I know that and it's one of the 

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top movers on Solana in token 
AirDrop and protocol news, 

153
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Radium announced its own pump 
fun competitor called Lawn Slab 

154
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with customizable bonding curves
and fees that rate token up 

155
00:08:09,280 --> 00:08:13,280
about 12% on the news market. 
Like that Solana they tease 

156
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their secret phone currently in 
test mode ahead of shipment 

157
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starting this summer. 
Big day of raised news shout out

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to Mando. 
He's not here to celebrate, but 

159
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yeet formally announced their 
$7.7 million raise for its 

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crypto casino and sports book 
led by Dragonfly and angels such

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as Lucanettes, Brian Pellegrino 
and maybe a an Angel Co host of 

162
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mine as well. 
Cross MIT raised $23 million as 

163
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they look to simplify blockchain
adoption and AI focused holiday 

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raised 20 million from A16Z 
Anderson Horowitz to fund their 

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agentic workflow port protocols 
some big raises there rounding 

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this out in NFTS. 
There was some big news. 

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I mean majors kind of chopping 
up a little bit on the day, but 

168
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our NFTS had a huge day. 
There was another Autoglyph sale

169
00:09:00,920 --> 00:09:05,200
108th 2 Fenenza sales hoodie 3D 
Punk at 222 ETH, and then a 

170
00:09:05,200 --> 00:09:08,440
skull plus mask combo sold for 
100 ETH right before the show. 

171
00:09:08,720 --> 00:09:11,600
And folks, NBA Top Shot 
blockbuster news. 

172
00:09:12,600 --> 00:09:14,240
We've been waiting four years 
for this. 

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That news would have slapped in 
2021 bro. 

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Moments are now tradable on Open
Sea. 

175
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They also shared instructions 
for users on how to bridge from 

176
00:09:23,200 --> 00:09:26,120
their Dapper wallets over to 
Open Sea. 

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00:09:26,120 --> 00:09:28,520
So that was a big one. 
I I am excited to see those 

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moments start to trade over on 
Open Sea. 

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Wow, dude, this. 
I like today. 

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I like today a day like today is
a good day to have a good day. 

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Don't you love that beautiful 
day to have a beautiful day? 

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I mean, the sun is shining in 
Montreal. 

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Love to see that. 
And there's a lot of good news. 

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00:09:47,080 --> 00:09:50,120
And my coins keep going higher. 
And I love that my far coin is 

185
00:09:50,120 --> 00:09:51,760
really just the one. 
There's going to be a point 

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00:09:51,760 --> 00:09:54,960
where this thing goes to $10 
billion and people are going to 

187
00:09:54,960 --> 00:09:56,840
be like, what the fuck just 
happened? 

188
00:09:57,600 --> 00:10:02,680
Big if true, big if true, two of
big or five, but at least that 

189
00:10:02,680 --> 00:10:04,560
would be nice. 
I just wanted to run back to all

190
00:10:04,560 --> 00:10:05,880
the time. 
I just pissed people off, you 

191
00:10:05,880 --> 00:10:08,200
know what I mean? 
You and me both, my friend. 

192
00:10:08,200 --> 00:10:10,920
I saw the chip on my back with 
OSF 2 on that one so I just want

193
00:10:10,920 --> 00:10:12,400
to like fuck him up you. 
Know what I mean? 

194
00:10:12,480 --> 00:10:15,120
How is AI16Z and arc bags are 
doing? 

195
00:10:15,920 --> 00:10:18,240
Yeah, dude, how's that doing, 
OV? 

196
00:10:18,840 --> 00:10:20,400
Sorry, I we, we were in that 
trade. 

197
00:10:20,400 --> 00:10:21,360
We were in that trade. 
Together. 

198
00:10:21,400 --> 00:10:23,680
Sorry, you guys were in that 
trade together, so it's OK. 

199
00:10:23,800 --> 00:10:26,040
So I'm sorry but I see I was 
talking about eggs and I opened 

200
00:10:26,040 --> 00:10:29,640
my talents PO Vincenzo cooking 
up 6 I saw that as well. 

201
00:10:30,240 --> 00:10:33,640
The second I opened my I'm 
fucking dyed it I open my 

202
00:10:33,640 --> 00:10:39,000
timeline is this. 
I'm like yo have you not seen 

203
00:10:39,000 --> 00:10:42,000
the price of XPO? 
I think he buys them from the 

204
00:10:42,000 --> 00:10:44,480
Amish with some shit. 
That's why he posted anyways, 

205
00:10:45,360 --> 00:10:48,480
it's happening. 
I'm I told you guys, I told you 

206
00:10:48,480 --> 00:10:51,680
guys spring equinox. 
I literally call this when first

207
00:10:51,680 --> 00:10:54,600
I called the blood moon pump and
then called the spring equinox 

208
00:10:54,600 --> 00:10:56,640
pump. 
It's that's just how it works. 

209
00:10:56,640 --> 00:10:57,800
You know that's just how it 
works. 

210
00:10:57,800 --> 00:10:59,360
It gets vibes all across the 
board. 

211
00:10:59,360 --> 00:11:01,200
Just quick, I'll give the code 
now because I'm going to forget 

212
00:11:01,200 --> 00:11:03,920
to give you guys the codes. 
I'm tired of rogging you all 

213
00:11:04,120 --> 00:11:07,240
with this robot raffle code. 
So the code today you go to 

214
00:11:07,240 --> 00:11:11,400
rafflebot with XYZ. 
It's very simple guys every day,

215
00:11:11,680 --> 00:11:15,080
Tuesday, Wednesday, Thursday and
Friday 1 lucky person that is 

216
00:11:15,080 --> 00:11:18,520
listening to the show live, 
whether on video or audio is 

217
00:11:18,520 --> 00:11:25,440
allowed is allowed to to enter 
raffle and you can either win 

218
00:11:25,440 --> 00:11:27,280
usually red guy or a crypto 
punk. 

219
00:11:27,560 --> 00:11:30,240
Last week we give away crypto 
punk and so we pick someone and 

220
00:11:30,240 --> 00:11:33,280
there's a code every day. 
The code is Paris for the reason

221
00:11:33,280 --> 00:11:35,320
that we launched myriad markets 
with the Paris Boxing Week, 

222
00:11:35,320 --> 00:11:37,040
which is really cool. 
New contest on live. 

223
00:11:37,360 --> 00:11:39,280
Check them out. 
Anyways, raffle ball dot XYZ 

224
00:11:39,280 --> 00:11:42,800
connect up and then you can 
enter the raffle every day. 

225
00:11:42,800 --> 00:11:46,400
Anyways, Tyler, shall we just 
start with the market real 

226
00:11:46,400 --> 00:11:47,560
quick? 
I mean, just a quick check in, 

227
00:11:47,560 --> 00:11:50,080
right? 
Let's take a look. 

228
00:11:50,080 --> 00:11:53,320
And a lot of green on the board.
It feels good honestly, even 

229
00:11:53,320 --> 00:11:54,800
though it's not going to last. 
Feels nice. 

230
00:11:55,360 --> 00:11:57,240
Yeah. 
So this is all leading up into 

231
00:11:57,240 --> 00:11:59,320
FOMC. 
So yesterday we had kind of like

232
00:11:59,320 --> 00:12:03,120
a a risk off day selling kind of
across the board. 

233
00:12:03,120 --> 00:12:07,400
Equities were down, crypto 
majors were down ahead of just 

234
00:12:07,400 --> 00:12:10,400
uncertainty into what Powell's 
going to say this afternoon. 

235
00:12:10,400 --> 00:12:13,840
I guess my expectations are 
still fairly low. 

236
00:12:13,840 --> 00:12:18,000
I think the markets aren't 
pricing in any kind of the 

237
00:12:18,000 --> 00:12:20,600
markets are pricing in no 
action, no, no changes today. 

238
00:12:20,600 --> 00:12:26,040
So any kind of a rate cut or 
hike would jar markets certainly

239
00:12:26,240 --> 00:12:28,480
if that were to take place. 
But that that seems pretty 

240
00:12:28,480 --> 00:12:31,840
unlikely. 
It's all going to come down to 

241
00:12:31,840 --> 00:12:36,720
Powell's tone effectively and if
he's opening the door for more 

242
00:12:36,720 --> 00:12:40,280
dovish action going forward or 
if he's coming across hawkish. 

243
00:12:40,280 --> 00:12:44,040
So I feel like that's how it's 
been these these last several 

244
00:12:44,040 --> 00:12:47,480
meetings. 
My gut is we'll see some 

245
00:12:47,480 --> 00:12:50,400
volatility around it. 
But unless there's like some big

246
00:12:50,480 --> 00:12:56,120
surprise, probably going to stay
in the range, right, coming out 

247
00:12:56,120 --> 00:12:58,760
of this, you know, we'll see 
what other kind of macro 

248
00:12:58,760 --> 00:13:02,840
headlines come out. 
Peace progress, trade war 

249
00:13:02,840 --> 00:13:04,920
progress. 
Those are types of things that 

250
00:13:04,920 --> 00:13:07,400
could help remove some of the 
hurdles, right? 

251
00:13:07,400 --> 00:13:09,160
Those are the kind of some of 
the catalysts that could perhaps

252
00:13:09,160 --> 00:13:14,280
help drive us up. 
But man, Bitcoin up 4%, ETH up 

253
00:13:14,360 --> 00:13:18,400
8% back over 2008 $2000. 
What does Kobe know? 

254
00:13:18,560 --> 00:13:21,920
Is that the Kobe candle? 
What is this is the Kobe candle?

255
00:13:22,000 --> 00:13:26,040
I mean, what does, what does 
Kobe know here, Tyler? 

256
00:13:26,160 --> 00:13:28,160
You know, there's, I'm hearing 
things. 

257
00:13:28,800 --> 00:13:31,200
I'm, I'm definitely hearing 
things here. 

258
00:13:31,720 --> 00:13:34,720
You know, Kobe might be a lot of
things, but he's not exactly 

259
00:13:34,720 --> 00:13:36,520
gambler. 
I was just about. 

260
00:13:36,640 --> 00:13:38,920
To say that you beat me to it, 
Damn. 

261
00:13:39,640 --> 00:13:41,600
It, that's your pasta from this 
morning which killed me. 

262
00:13:41,600 --> 00:13:43,840
So what's the story here, Tyler?
You came up to the chat, you 

263
00:13:43,840 --> 00:13:45,800
said Kobe's long half a billion 
dollars worth of ETH. 

264
00:13:46,080 --> 00:13:49,800
What's the source? 
I I don't know the source I I 

265
00:13:49,800 --> 00:13:51,800
saw the tweet. 
Yeah. 

266
00:13:53,320 --> 00:13:56,400
I saw the ETH was up, see the 
tweet like wow, OK. 

267
00:13:56,840 --> 00:14:00,680
And then I, I go to Kobe's 
Twitter and he's making some, a 

268
00:14:00,680 --> 00:14:04,360
couple of shit posts that that 
seem like he's either got a 

269
00:14:04,360 --> 00:14:06,520
girlfriend, he's ready to be 
heard again and he's either got 

270
00:14:06,520 --> 00:14:12,800
a girlfriend or he's long ETH. 
So I, I put the, the percentage 

271
00:14:12,800 --> 00:14:15,400
that he's long ETH. 
I've got like 90% confidence. 

272
00:14:15,840 --> 00:14:18,800
Now, is he actually long half a 
billion in ETH? 

273
00:14:19,280 --> 00:14:21,160
I don't have much confidence in 
that number. 

274
00:14:21,160 --> 00:14:23,240
I'm not really sure what, what 
that where that source came 

275
00:14:23,240 --> 00:14:25,640
from, but it looks like he's 
long ETH. 

276
00:14:25,680 --> 00:14:28,920
We don't know exactly how much, 
but man, that's got people 

277
00:14:28,920 --> 00:14:32,320
excited again and I don't know. 
So there was this myriad market.

278
00:14:32,480 --> 00:14:35,640
I I love this market actually 
for over under on the ETH 

279
00:14:35,640 --> 00:14:38,080
Bitcoin ratio. 
Good market, man. 

280
00:14:38,400 --> 00:14:40,480
My fist on the desk because I 
wanted to bet long and I just 

281
00:14:40,480 --> 00:14:44,200
got busy yesterday. 
I was doing NCAA research and I 

282
00:14:44,200 --> 00:14:49,840
really liked to be over on that.
And I mean maybe this is dumb 

283
00:14:49,880 --> 00:14:51,960
logic but like how much lower 
can this thing go? 

284
00:14:52,440 --> 00:14:55,400
I I genuine thing that 1800 was 
rock bottom. 

285
00:14:55,880 --> 00:15:00,880
That's just my personal 
thoughts, but I I really think 

286
00:15:01,000 --> 00:15:07,280
1800 ETH was like rock bottom. 
I mean rock bottom sentiment, 

287
00:15:08,000 --> 00:15:12,680
rock bottom, everything. 
You know, I mean, look at this. 

288
00:15:13,120 --> 00:15:17,480
The ETH Bitcoin ratio slash 
ongoing narrative slash ongoing 

289
00:15:17,480 --> 00:15:19,920
jokes almost got to the point of
it stops being funny. 

290
00:15:19,920 --> 00:15:21,480
It was just becoming. 
It was not funny anymore. 

291
00:15:21,480 --> 00:15:23,200
It was just beating a dead 
horse, you know what I mean? 

292
00:15:23,680 --> 00:15:27,760
Yeah, exactly. 
And then one of the block Works 

293
00:15:28,560 --> 00:15:30,480
analysts shared this. 
I'm not sure if I'm going to be 

294
00:15:30,480 --> 00:15:32,400
able to find the tweet, but 
basically they said they've run 

295
00:15:32,400 --> 00:15:36,600
3 digital asset summits at each 
one. 

296
00:15:37,400 --> 00:15:41,760
Whenever the sentiment was that 
Bitcoin was the only asset that 

297
00:15:41,760 --> 00:15:46,280
folks had conviction in, it was 
close to a bottom. 

298
00:15:47,800 --> 00:15:51,280
And on yesterday's show, on 
yesterday's Underexposed, we had

299
00:15:51,280 --> 00:15:55,080
a long conversation about macro 
and crypto majors and what bags 

300
00:15:55,080 --> 00:15:57,320
we have conviction in. 
And basically consensus was just

301
00:15:57,320 --> 00:16:01,400
Bitcoin and nothing else. 
So there are bottom sides out 

302
00:16:01,400 --> 00:16:04,960
there. 
So hopefully, you know, maybe 

303
00:16:04,960 --> 00:16:07,360
the the bottom is near 
specifically on, on some of 

304
00:16:07,360 --> 00:16:09,440
these ALS, but of course across 
the whole board. 

305
00:16:09,920 --> 00:16:15,560
But I mean are you going to bet 
money that the ETH Bitcoin ratio

306
00:16:15,560 --> 00:16:19,800
goes below point O 2-3 like it 
was 44 when Bitcoin was 44? 

307
00:16:20,440 --> 00:16:26,360
Well my only concern is .23 is a
is a no right? 

308
00:16:28,120 --> 00:16:30,120
Yeah, right on that number. 
Yeah. 

309
00:16:31,560 --> 00:16:37,520
And so point O 229 is a no. 
So here what happens is if the 

310
00:16:37,520 --> 00:16:42,280
market rallies, Bitcoin goes to 
90K, what happens to that ratio?

311
00:16:42,640 --> 00:16:46,800
So it's not that ETH won't pump,
it's the ratio which is tricky. 

312
00:16:46,800 --> 00:16:49,440
You know what I mean? 
But I agree with you in this 

313
00:16:49,560 --> 00:16:51,480
essence like technique. 
This could be it. 

314
00:16:52,600 --> 00:16:54,480
And now, now the market's 
already reacted. 

315
00:16:54,480 --> 00:16:58,560
So 70 I don't like, I don't like
it nearly as much as 70%, Yeah. 

316
00:16:58,680 --> 00:17:03,120
You liked it here, right? 
In the 50s, sixties. 50s yeah 5.

317
00:17:03,640 --> 00:17:05,640
You got to be early on those 
markets when they launch because

318
00:17:05,640 --> 00:17:09,119
like when they launch at 5050, 
you just got a just good money 

319
00:17:09,119 --> 00:17:12,480
to be made here. 
So that's going to be a fun one 

320
00:17:12,800 --> 00:17:16,599
to to track. 
But yeah, if we get I I think 

321
00:17:16,599 --> 00:17:20,800
just we see people on crypto 
Twitter, of course, are love to 

322
00:17:20,800 --> 00:17:24,920
overreact, love narratives, but 
being a whale and one of the 

323
00:17:24,920 --> 00:17:28,359
highest trust, highest 
reputation people out there 

324
00:17:28,840 --> 00:17:31,120
along the East, it's kind of a 
it's a big. 

325
00:17:31,120 --> 00:17:35,520
Deal I mean, I mean for now the 
source we don't know, but we 

326
00:17:35,520 --> 00:17:41,240
know well he did say like Dee 
Farmer is quote tweeting him so 

327
00:17:41,240 --> 00:17:45,040
is jazz that's. 
All the replies right there, 

328
00:17:45,040 --> 00:17:48,440
yeah. 
Ready to be heard again did you 

329
00:17:48,440 --> 00:17:50,440
buy ETH and meet someone Let me 
see it Just one of the two 

330
00:17:50,440 --> 00:17:54,200
things it's funny every time I 
buy ETH, it's been a while since

331
00:17:54,200 --> 00:17:56,040
I last did it it's I'm ready to 
be heard again. 

332
00:17:56,040 --> 00:18:01,480
It's like the common theme, you 
know, So it's. 

333
00:18:01,480 --> 00:18:04,120
Good for the punk Bitcoins, 
bread, you know the the number 

334
00:18:04,120 --> 00:18:08,240
one spread that I track on a on 
a daily basis. 

335
00:18:08,240 --> 00:18:10,760
So punks are back to 77 K so 
bitcoins. 

336
00:18:10,760 --> 00:18:14,640
So we're within 10% now. 
I think they dipped about 15% 

337
00:18:14,640 --> 00:18:16,920
below punks. 
Dude, did you see that 3D sale 

338
00:18:16,920 --> 00:18:20,480
yesterday? 
Hoodie punks are on fire. 

339
00:18:20,480 --> 00:18:23,000
Fours 4 Hoodie punks in the last
four days. 

340
00:18:23,880 --> 00:18:30,680
Damn, that's amazing in a huge. 
Variety that those 3D glasses 

341
00:18:30,680 --> 00:18:34,440
are at 90 each premium. 
So the the normal hoodies were 

342
00:18:34,440 --> 00:18:37,960
going for 130 and that one comes
out at 2:22. 

343
00:18:40,040 --> 00:18:43,400
That's some nice pugs. 
God, I love pugs so much. 

344
00:18:44,600 --> 00:18:48,320
Yeah, Pugs. 
Autoglyphs 3 Autoglyphs have 

345
00:18:48,320 --> 00:18:49,280
sold. 
What? 

346
00:18:50,440 --> 00:18:52,440
In the past few days. 
I didn't know that. 

347
00:18:52,520 --> 00:18:54,480
I thought 1. 
You tell me 3. 

348
00:18:55,000 --> 00:19:00,320
Yeah, 3 Autoglyph sales. 
Wow, Autoglyphs spot here. 

349
00:19:00,320 --> 00:19:00,960
There you go. 
Yeah. 

350
00:19:02,480 --> 00:19:06,040
Wow. 108th Damn. 
That one's one O. 

351
00:19:06,080 --> 00:19:09,120
Three wow all 108th 99.9 one O 3
and 100. 

352
00:19:09,560 --> 00:19:12,920
Jesus. 
I mean, that's good price for 

353
00:19:12,920 --> 00:19:15,040
it. 
Isn't it funny how these 

354
00:19:15,040 --> 00:19:19,080
collections, like they won't see
action for weeks, months? 

355
00:19:19,640 --> 00:19:22,080
Hurt mentality, brother. 
Typical. 

356
00:19:22,320 --> 00:19:25,520
Like something happens, it's 
always the same thing, right? 

357
00:19:25,600 --> 00:19:29,520
It's like it's just always the 
same thing. 

358
00:19:29,600 --> 00:19:32,520
It's funny because like like 
rich people have like hell of 

359
00:19:32,520 --> 00:19:33,680
herd mentality, you know what I 
mean? 

360
00:19:33,720 --> 00:19:35,960
It's like yo, someone's got that
watcher, but it's got the same 

361
00:19:35,960 --> 00:19:37,720
watcher. 
Like someone's buying this punk 

362
00:19:37,720 --> 00:19:39,680
or like everyone's going to have
the same punk, you know? 

363
00:19:39,680 --> 00:19:42,520
It's always like that and they 
FOMO the hardest. 

364
00:19:43,120 --> 00:19:45,080
I think it's also tied to this 
cheap ETH, right? 

365
00:19:45,080 --> 00:19:46,360
So like in US that. 
Too. 

366
00:19:47,120 --> 00:19:50,400
That's like if if you are 
bullish ETH and you think the 

367
00:19:50,400 --> 00:19:54,160
NFT will at least hold its 
value, right? 

368
00:19:54,240 --> 00:19:56,760
Like that's, I mean, Autogliff 
said 100. 

369
00:19:56,760 --> 00:20:00,200
I I like that trade, especially 
with ETH 1900. 

370
00:20:01,240 --> 00:20:04,520
Yeah, but that's if you're 
buying an USD, which you're 

371
00:20:04,520 --> 00:20:07,680
right. 
I man, you know me man. 

372
00:20:07,680 --> 00:20:10,440
I've been itching for the punk 
floor for a minute. 

373
00:20:11,360 --> 00:20:15,480
I'm very bullish on the fact 
because I'm Ausd buyer here and 

374
00:20:15,520 --> 00:20:20,720
if I were to buy punks, I'm 
bullish on the fact that they 

375
00:20:20,720 --> 00:20:24,040
bounced at like 70. 
What was the low here on punks? 

376
00:20:24,240 --> 00:20:26,640
60 something. 
I mean, here's the punk. 

377
00:20:26,640 --> 00:20:28,240
I just want to give Vanessa a 
punk. 

378
00:20:31,200 --> 00:20:34,840
Thank God she can't hear you. 
3465 I just sent you the link 

379
00:20:34,840 --> 00:20:36,760
that's. 
I like that punk, yeah. 

380
00:20:37,400 --> 00:20:39,200
Not a bad one. 
It's great. 

381
00:20:39,800 --> 00:20:41,960
It's really nice. 
The ones I really like are 

382
00:20:41,960 --> 00:20:43,240
these. 
I'll show you guys right now. 

383
00:20:43,240 --> 00:20:45,960
Hold on. 
I really like the punks that are

384
00:20:48,440 --> 00:20:51,120
with the headband. 
Those are the sales. 

385
00:20:51,120 --> 00:20:54,000
But anyways, I got to pick a 
punk to give away today, 

386
00:20:54,600 --> 00:20:58,800
potentially. 
But but yeah, there's the yeah, 

387
00:20:58,800 --> 00:21:01,880
I got my eyes on one, which is 
too expensive, but it's here, 

388
00:21:01,880 --> 00:21:05,240
right there, you know? 
But these ones, I love those. 

389
00:21:05,680 --> 00:21:08,160
Love the headband. 
Pucks, yeah, Relative to four, 

390
00:21:08,160 --> 00:21:12,480
it feels a little high. 
It's a lot right, like 50 when 

391
00:21:12,480 --> 00:21:15,720
the floor is like 30 still you 
know, I think that same punk 

392
00:21:15,720 --> 00:21:20,360
sold back then here for 39.90. 
So person is trying to catch a 

393
00:21:20,360 --> 00:21:23,360
nice little trade rightfully so.
I don't know this one doesn't 

394
00:21:23,360 --> 00:21:25,680
have an earring, so it's even 
let like this one had an earring

395
00:21:25,680 --> 00:21:29,800
here, this one doesn't. 
But anyways, that's that on that

396
00:21:29,800 --> 00:21:30,600
front. 
Tyler. 

397
00:21:30,600 --> 00:21:33,320
What else is new, Tyler? 
It seems like you had a lot to 

398
00:21:33,360 --> 00:21:36,080
share. 
Yeah, I mean, take a look at all

399
00:21:36,080 --> 00:21:38,080
some of the top alt movers of 
the day. 

400
00:21:38,080 --> 00:21:43,120
So hype up 16%, they introduced 
some new staking tiers. 

401
00:21:44,760 --> 00:21:47,000
The initial announcement just 
shared that you were perhaps 

402
00:21:47,000 --> 00:21:50,520
going to get a better discounted
pricing on like perpetrating. 

403
00:21:51,000 --> 00:21:54,400
But the like the wink wink is 
maybe there's more to that, you 

404
00:21:54,400 --> 00:21:58,720
know, ahead of potential future 
air drops point point farming 

405
00:21:58,720 --> 00:22:00,720
it. 
It kind of got me like I was 

406
00:22:00,720 --> 00:22:02,640
staked hives. 
I have a decent hype bag. 

407
00:22:02,680 --> 00:22:06,920
Full disclosure, I unstaked it 
just because I wanted the 

408
00:22:06,920 --> 00:22:10,560
flexibility, you know, to to to 
be able to move in and out 

409
00:22:10,560 --> 00:22:13,800
whenever I wanted without the 
seven day cool down period. 

410
00:22:13,800 --> 00:22:17,040
But but now I've just for months
I'm like, oh, I might as well be

411
00:22:17,040 --> 00:22:20,440
staked. 
So I don't know, I might re 

412
00:22:20,440 --> 00:22:24,680
stake if there's some inset more
incentives for doing that. 

413
00:22:24,680 --> 00:22:27,840
But of course, you always have 
to be careful doing that. 

414
00:22:27,840 --> 00:22:29,880
And then radio was the other big
alt. 

415
00:22:30,840 --> 00:22:33,160
So what was the news? 
What do you feel about that? 

416
00:22:33,160 --> 00:22:36,240
I, I kind of want to stop there 
for a moment because so here's 

417
00:22:36,240 --> 00:22:38,160
the radio news and I kind of 
want to talk about this for a 

418
00:22:38,160 --> 00:22:40,840
minute. 
Yeah, we, we didn't get a whole 

419
00:22:40,840 --> 00:22:45,000
lot of detail, but the the news 
is they are launching their own 

420
00:22:45,160 --> 00:22:47,800
pump fund competitor, it's 
called Launch Lab. 

421
00:22:48,280 --> 00:22:50,520
It seems like it's going to 
have, you know, some 

422
00:22:50,520 --> 00:22:52,640
differentiate some 
differentiators between it and 

423
00:22:52,640 --> 00:22:53,920
Pump fun. 
They'll have customizable 

424
00:22:53,920 --> 00:22:55,760
bonding curves, customizable 
fees. 

425
00:22:57,240 --> 00:22:59,840
Not a huge surprise, right? 
Pump fun kind of came out with 

426
00:22:59,840 --> 00:23:03,240
that announcement what feels 
like a month ago now that they 

427
00:23:03,240 --> 00:23:06,240
were going to start developing 
their own LP pools and not just 

428
00:23:06,240 --> 00:23:09,280
going straight to radium. 
That was a blow to radium 

429
00:23:09,280 --> 00:23:13,200
because one of the primary bull 
cases was that right that we're 

430
00:23:13,200 --> 00:23:16,080
going to Ray. 
So not a huge surprise to see 

431
00:23:16,080 --> 00:23:18,680
them clap back. 
But I mean, we've seen like I'm,

432
00:23:18,760 --> 00:23:22,640
I'm in the these streets, I've 
seen the pump funk competitors 

433
00:23:22,720 --> 00:23:25,960
now. 
None of them have really gotten 

434
00:23:25,960 --> 00:23:28,480
much. 
Track, I mean, remember when Dex

435
00:23:28,480 --> 00:23:31,960
Greener made Moon shot? 
It's called moon shot, right? 

436
00:23:32,320 --> 00:23:35,640
Yeah, And people are like, oh, 
Dex Greener has its own pump 

437
00:23:35,640 --> 00:23:37,720
funk coming and it was like 
literally nothing burger. 

438
00:23:37,720 --> 00:23:41,400
And people are like, oh, because
his Dex Greener is going to do 

439
00:23:41,400 --> 00:23:43,040
well. 
But like, have you ever used 

440
00:23:43,040 --> 00:23:44,720
moon Shot? 
But you've never even brought a 

441
00:23:44,720 --> 00:23:46,400
coin? 
That was moon shot coin like the

442
00:23:46,400 --> 00:23:48,600
latest runners were all pump 
funds like please and stuff I. 

443
00:23:49,560 --> 00:23:52,920
Haven't used GTM like the 
pumpkin team. 

444
00:23:53,080 --> 00:23:55,120
I I held the pecan token at one 
point in time. 

445
00:23:55,120 --> 00:23:57,840
I don't hold it anymore. 
They're they're developing their

446
00:23:57,840 --> 00:24:00,680
own, so there's a lot of pump 
fun competitors out there. 

447
00:24:01,400 --> 00:24:04,520
Even on ETH, even on like on 
every chain just does it. 

448
00:24:04,840 --> 00:24:08,520
The only pump funk, the only 
thing that's going to pick up is

449
00:24:08,520 --> 00:24:11,400
if pump fun was to open another 
chain and then it would be pump 

450
00:24:11,400 --> 00:24:14,480
fun itself. 
Clinker had a decent amount of 

451
00:24:14,480 --> 00:24:16,160
success on base. 
I think they've been probably 

452
00:24:16,160 --> 00:24:17,520
one of the higher performers. 
This. 

453
00:24:18,040 --> 00:24:20,360
Is. 
True, but there is a need for 

454
00:24:20,360 --> 00:24:22,840
more customization and pump on 
token launching right? 

455
00:24:23,000 --> 00:24:27,240
I do fully agree with that. 
Like more control over buying 

456
00:24:27,240 --> 00:24:31,240
curves, more control over a 
token supplies cut by the team 

457
00:24:31,240 --> 00:24:33,080
at launch. 
I think several founders, 

458
00:24:33,680 --> 00:24:38,320
probably more so in like the AI 
mean streets who are like 

459
00:24:38,320 --> 00:24:42,480
building projects alongside 
their token, have voiced 

460
00:24:42,760 --> 00:24:45,000
concerns. 
You know it with the limitations

461
00:24:45,000 --> 00:24:46,800
pump fun that is. 
Yeah. 

462
00:24:47,080 --> 00:24:52,200
So I get that, but it's going to
take a lot to to actually steal 

463
00:24:52,200 --> 00:24:55,160
market share from from pump. 
Yeah, it's like everybody else 

464
00:24:55,160 --> 00:24:58,040
to complain about pump fun or 
like trying to compete with pump

465
00:24:58,040 --> 00:25:01,840
fun, but actually no one is 
capable of like or able to like 

466
00:25:01,840 --> 00:25:03,800
build like this pump fun 
competitor it seems. 

467
00:25:03,800 --> 00:25:06,360
You know what I mean, Tyler, 
It's like I that's my thoughts 

468
00:25:06,360 --> 00:25:07,560
on this. 
I was like, oh, cool. 

469
00:25:08,920 --> 00:25:12,040
I don't think like the only 
people reason people were using 

470
00:25:12,040 --> 00:25:14,640
radium in the 1st place. 
Is it by accident? 

471
00:25:15,280 --> 00:25:16,600
Do you even know someone using 
radium? 

472
00:25:16,600 --> 00:25:18,600
Like do you go on radium to swap
it already? 

473
00:25:18,600 --> 00:25:23,320
Go on Jupiter as an aggregator. 
I have swapped on radium when 

474
00:25:23,320 --> 00:25:25,760
I'm having difficulties on 
Jupiter, but Jupiter is 90. 

475
00:25:25,760 --> 00:25:29,120
Eight, yeah, but I would say 
like, remember that was early 

476
00:25:29,120 --> 00:25:31,000
days too. 
Like, yeah, like, but even 

477
00:25:31,000 --> 00:25:34,840
today's Jupiter, like you've 
ever like, yeah, I mean, and 

478
00:25:34,840 --> 00:25:38,560
like you said, I only use it if 
there's an issue on the main 

479
00:25:38,560 --> 00:25:41,360
thing. 
So I'm just like thinking here, 

480
00:25:41,360 --> 00:25:46,200
like what they can do. 
And so I I see it that way. 

481
00:25:46,200 --> 00:25:48,760
I'm like, well, sure. 
I I wonder what it's going to 

482
00:25:48,920 --> 00:25:50,760
require for a pump funk 
competitor. 

483
00:25:52,400 --> 00:25:53,880
I just don't see it. 
What if pump fun? 

484
00:25:53,880 --> 00:25:55,200
Like we saw the barrel chain 
thing. 

485
00:25:55,600 --> 00:26:00,880
What if pump fun, like the real 
pump fun, opens on Heath Bass, 

486
00:26:02,840 --> 00:26:08,560
Berra, Sonic monads? 
Which technique? 

487
00:26:08,560 --> 00:26:11,480
They could, right? 
It's just total domination. 

488
00:26:11,480 --> 00:26:12,640
People are just going to use 
that one. 

489
00:26:13,800 --> 00:26:15,640
No, it's tough to see the path 
right now, especially with Pump 

490
00:26:15,640 --> 00:26:18,680
Fun kind of having the token 
carrot still hanging out in. 

491
00:26:18,680 --> 00:26:22,640
Front of everyone, That too. 
So like how did blur come out 

492
00:26:22,640 --> 00:26:27,760
and steal open C share, right, 
Open CI think had higher fees 

493
00:26:27,880 --> 00:26:29,520
and then blur had the token 
right. 

494
00:26:29,560 --> 00:26:32,320
It it was the the no fees plus 
token, right. 

495
00:26:33,360 --> 00:26:35,480
I don't, I don't think people 
are. 

496
00:26:35,880 --> 00:26:37,920
Why are they complaining about 
pump fund fees? 

497
00:26:38,000 --> 00:26:40,400
And pump fund still has its 
token in front of us. 

498
00:26:40,960 --> 00:26:44,480
It's a harder pitch right now. 
I agree, right. 

499
00:26:44,480 --> 00:26:46,480
We're getting good comments and 
like Clanker is a pump funk 

500
00:26:46,480 --> 00:26:47,760
competitor. 
You're right, like Clanker is a 

501
00:26:47,760 --> 00:26:49,680
good example that work very well
on base. 

502
00:26:50,160 --> 00:26:53,800
So that's a good example network
effects, but that would be the 

503
00:26:53,800 --> 00:26:55,520
best moment for as pump fund 
usage. 

504
00:26:55,520 --> 00:26:59,240
Its lowest is it like even there
it is at its lowest it's been, 

505
00:26:59,240 --> 00:27:01,880
but it's still very high in the 
grand scheme of things. 

506
00:27:02,760 --> 00:27:05,720
So it's still really high, like 
versus market. 

507
00:27:05,720 --> 00:27:08,120
It's not at its lowest because 
market was hot. 

508
00:27:08,120 --> 00:27:10,600
It was high and the market's 
lowest high ish. 

509
00:27:11,960 --> 00:27:14,480
So I don't know. 
I don't know. 

510
00:27:14,480 --> 00:27:17,280
It's it's interesting. 
There's definitely a lot of 

511
00:27:17,280 --> 00:27:19,320
things they could do better, but
I'm sure island and his team 

512
00:27:19,320 --> 00:27:21,920
know anyway, the code today 
raffle ball that XYZ. 

513
00:27:22,520 --> 00:27:24,600
The code is Paris has just set 
up a nice box. 

514
00:27:24,600 --> 00:27:27,080
Well, Tyler, now we're talking 
about this pump fun shit and 

515
00:27:27,080 --> 00:27:28,920
it's good. 
I see buns who in the famine. 

516
00:27:28,920 --> 00:27:31,800
The Stew will get to you guys in
a minute to talk about Billy 

517
00:27:31,800 --> 00:27:34,120
Betts, etcetera. 
Hope you guys got out for for us

518
00:27:34,120 --> 00:27:36,400
in the show. 
I got some bets to place 

519
00:27:36,640 --> 00:27:42,840
anyways, Tyler, there was still 
a few a skew of, of, of of 

520
00:27:42,840 --> 00:27:44,760
things you talked about this 
morning. 

521
00:27:44,760 --> 00:27:45,480
What else? 
What is? 

522
00:27:45,640 --> 00:27:47,360
What would you want to touch on 
here? 

523
00:27:47,960 --> 00:27:52,040
I thought Bernstein calling for 
Coinbase to outperform was an 

524
00:27:52,040 --> 00:27:54,240
interesting story on the day. 
I actually wrote my newsletter 

525
00:27:54,240 --> 00:27:58,400
about that this morning. 
So if if you're not familiar, 

526
00:27:58,400 --> 00:28:01,360
Bernstein is an investment firm,
800 billion assets under 

527
00:28:01,360 --> 00:28:05,000
management. 
So they are I think top 12 from 

528
00:28:05,000 --> 00:28:08,160
like a ranking standpoint. 
So they set Coinbase's 

529
00:28:08,160 --> 00:28:10,840
outperform that. 
They gave them a $310 price 

530
00:28:10,840 --> 00:28:13,280
target. 
Coinbase stock was at 182 

531
00:28:14,120 --> 00:28:16,640
earlier this morning. 
How it's doing today. 

532
00:28:18,040 --> 00:28:22,040
Coinbase stock it's up to nearly
3. 

533
00:28:22,040 --> 00:28:24,520
Percent, yeah, just in line with
Bitcoin. 

534
00:28:24,520 --> 00:28:27,080
But the factors driving their 
bullish stance I thought was the

535
00:28:27,080 --> 00:28:29,840
most interesting part. 
So they pointed to the Trump 

536
00:28:29,840 --> 00:28:31,560
administration crypto friendly 
policy. 

537
00:28:31,560 --> 00:28:36,600
It's not a huge surprise there. 
Market dominance, Coinbase 

538
00:28:36,600 --> 00:28:41,120
controlling 66% of the US crypto
market revenue growth, 130% year

539
00:28:41,120 --> 00:28:42,960
over year. 
But then the one that that hit 

540
00:28:42,960 --> 00:28:45,800
me the hardest was reassuring of
crypto markets. 

541
00:28:46,160 --> 00:28:50,000
So global crypto liquidity 
turning activity shifting back 

542
00:28:50,000 --> 00:28:55,040
to the US, more onshore build 
out of crypto and crypto teams. 

543
00:28:55,040 --> 00:28:57,880
So I think that's one of the 
more exciting trends happening 

544
00:28:58,320 --> 00:28:59,920
in the broader crypto space 
right now. 

545
00:28:59,920 --> 00:29:02,560
It's one that doesn't catch a 
whole lot of chatter on a 

546
00:29:02,560 --> 00:29:04,520
day-to-day basis because it's 
one of those trends that's going

547
00:29:04,520 --> 00:29:06,640
to take months and quarters to 
play. 

548
00:29:08,280 --> 00:29:10,880
But that's the kind of thing 
that me excited, I think that is

549
00:29:10,880 --> 00:29:13,600
aligned with the excitement we 
see from the institutional 

550
00:29:13,600 --> 00:29:17,640
players at conferences like DAS.
It's happening right now and 

551
00:29:17,640 --> 00:29:20,680
like we've got this divide of 
the the trenches warriors are 

552
00:29:20,680 --> 00:29:23,920
depressed, the institutions are 
more exciting than they've ever 

553
00:29:23,920 --> 00:29:27,800
been because again, we can 
actually build crypto companies 

554
00:29:27,800 --> 00:29:30,440
in the United States again. 
So it's a big deal. 

555
00:29:30,440 --> 00:29:35,440
Just like to remind folks about 
that, especially in the days 

556
00:29:35,440 --> 00:29:38,200
where price action can be a 
little rough. 

557
00:29:38,200 --> 00:29:40,360
I think this is also like I've 
been going back and forth. 

558
00:29:40,360 --> 00:29:42,360
I've actually shared some 
bearish takes on on Coinbase 

559
00:29:42,360 --> 00:29:45,960
stock recently because I think 
one of their like primarily for 

560
00:29:45,960 --> 00:29:49,840
me it was United States banks 
getting into crypto custody 

561
00:29:50,160 --> 00:29:55,840
removes one of the use cases for
Coinbase, right. 

562
00:29:55,840 --> 00:30:00,320
So if I, if I could hold my 
Bitcoin, ETH, whatever at JP 

563
00:30:00,320 --> 00:30:03,240
Morgan Chase versus Coinbase, 
I'll probably do that. 

564
00:30:03,720 --> 00:30:04,960
But. 
Definitely. 

565
00:30:05,360 --> 00:30:08,600
Putting their foot on the gas 
pedal with shipping new products

566
00:30:08,600 --> 00:30:11,320
like they they've been talking 
about tokenized stocks just 

567
00:30:11,320 --> 00:30:15,080
announced Bitcoin and ETH 
perpetrating and then yesterday 

568
00:30:15,080 --> 00:30:19,240
these new verified liquidity 
pools. 

569
00:30:19,520 --> 00:30:23,880
So they're moving forward. 
All right, Solana's dropping the

570
00:30:23,880 --> 00:30:26,240
accelerate ad Coinbase is 
accelerating too. 

571
00:30:27,360 --> 00:30:29,440
So I think there's still reasons
to be bullish, including 

572
00:30:29,440 --> 00:30:31,360
Bernstein is. 
Accelerate. 

573
00:30:33,320 --> 00:30:37,040
I'm interested in building 
technologies, not genders. 

574
00:30:37,840 --> 00:30:40,080
The fuck I was. 
That was so funny. 

575
00:30:40,080 --> 00:30:42,880
Really. 
It's a funny and non funny way. 

576
00:30:44,440 --> 00:30:47,600
Oh my God, that was crazy. 
But it's funny, like we already 

577
00:30:47,600 --> 00:30:49,760
forgot about that if we hadn't 
brought it up. 

578
00:30:50,080 --> 00:30:53,640
I bet you nobody knows that this
even happened A and. 

579
00:30:54,320 --> 00:30:59,240
Then top shot and I'm I'm 
curious if our guests maybe have

580
00:30:59,240 --> 00:31:01,120
thoughts on this too, but. 
Yeah. 

581
00:31:01,800 --> 00:31:05,000
Finally, folks. 
Top shot on open top. 

582
00:31:05,000 --> 00:31:10,280
Years NBA top shot moments are 
going to be tradable on Open C 

583
00:31:10,720 --> 00:31:13,480
I'll be honest, I haven't been 
doing a whole lot of open sea 

584
00:31:13,480 --> 00:31:15,280
farming. 
I haven't been doing a whole lot

585
00:31:15,280 --> 00:31:17,640
of trading of NFTS and I'm 
kicking myself. 

586
00:31:17,800 --> 00:31:21,360
Well, I bought all the masks I 
bought, I bought on Nifty 

587
00:31:21,360 --> 00:31:22,920
Gateway. 
No. 

588
00:31:23,440 --> 00:31:25,440
So. 
Fuck you doing man. 

589
00:31:26,120 --> 00:31:28,680
Well, because also because of 
the royalties like I think open 

590
00:31:28,680 --> 00:31:29,560
sea. 
You can turn it. 

591
00:31:29,640 --> 00:31:35,720
Off and I did wonder where it is
to go to Sam, but top shop 

592
00:31:35,720 --> 00:31:39,680
moment trading as a way to grind
this open sea air drop is is 

593
00:31:39,680 --> 00:31:44,600
kind of an interesting one for 
me and they're priced in flow 

594
00:31:45,320 --> 00:31:50,840
flow tokens around $0.40 right 
now so these you can get some 

595
00:31:50,840 --> 00:31:54,120
some relatively cheap moments 
you can come in and start 

596
00:31:54,120 --> 00:31:58,040
building a collection without a 
whole lot of working capital. 

597
00:31:58,960 --> 00:32:01,240
I don't know, I haven't been 
monitoring yet to have a chance 

598
00:32:01,240 --> 00:32:04,960
to really dig in to see like 
what percent of the supply has 

599
00:32:04,960 --> 00:32:07,320
been kind of bridged over to 
open C here. 

600
00:32:07,320 --> 00:32:10,320
So I think that's going to be 
something to to monitor. 

601
00:32:11,040 --> 00:32:12,880
But I, I still like top shot 
moments. 

602
00:32:12,880 --> 00:32:17,560
I still think any NFT if I'm 
making a list of 10 NFTS that 

603
00:32:17,560 --> 00:32:19,520
could still be relevant on a 10 
year time horizon. 

604
00:32:19,520 --> 00:32:22,200
I think top shot moments are. 
On I agree with you, my list, I 

605
00:32:22,200 --> 00:32:25,880
was going to say something 
because if you believe that, 

606
00:32:27,400 --> 00:32:29,640
remember yesterday I said that 
we got into NFTS originally for 

607
00:32:29,640 --> 00:32:32,280
art and why was the season 
behind was provenance. 

608
00:32:32,960 --> 00:32:35,720
So if you believe in that 
thesis, then you do believe that

609
00:32:35,720 --> 00:32:38,800
there are some Top Shop moments 
that if they're the official and

610
00:32:38,800 --> 00:32:41,800
they are not, if they are the 
official NBA moments 

611
00:32:42,120 --> 00:32:45,600
immortalized on the theorem 
blockchain forever and they're 

612
00:32:45,600 --> 00:32:47,680
the first ones crested from 
2020. 

613
00:32:47,680 --> 00:32:49,920
Does this cultural relevance as 
well because he kind of started 

614
00:32:49,920 --> 00:32:53,560
this whole run on NFTS, then you
have to believe that there is 

615
00:32:53,560 --> 00:32:55,120
some value to them. 
Now I'm not saying they're going

616
00:32:55,120 --> 00:33:00,280
to be $300,000 LeBron James 
moment again, but 5K10K2 KA 

617
00:33:00,480 --> 00:33:03,480
100,000 even $1000 right? 
Sometimes these kids are 

618
00:33:03,480 --> 00:33:05,880
flipping Pokémon cards for 30 
bucks, you know what I mean? 

619
00:33:07,120 --> 00:33:11,840
So I do believe that there is a 
market for that forever as long 

620
00:33:11,840 --> 00:33:14,840
as the blocking exists. 
And that's if you believe in 

621
00:33:14,840 --> 00:33:17,080
NFTS technology. 
If you don't, then you don't see

622
00:33:17,080 --> 00:33:19,040
what I'm saying. 
But if you believe at the NFTS 

623
00:33:19,040 --> 00:33:22,040
technology, then surely you have
to believe that crypt. 

624
00:33:22,040 --> 00:33:24,000
The same reason you believe 
crypto punks are worth 100 

625
00:33:24,000 --> 00:33:25,760
grand. 
You have to believe that some 

626
00:33:25,760 --> 00:33:27,480
top shops are worth something, 
right? 

627
00:33:28,360 --> 00:33:32,760
Top shot moments were one of the
the big like light bulb moments 

628
00:33:32,760 --> 00:33:35,720
for me for NFTS. 
For a lot of people, right? 

629
00:33:36,480 --> 00:33:39,160
I had friends who were trading 
physical baseball cards and the 

630
00:33:39,160 --> 00:33:44,000
advantages of being able to 
trade moments 24/7, worry about 

631
00:33:44,000 --> 00:33:47,400
keep them in good condition, not
have to worry about traveling to

632
00:33:47,400 --> 00:33:49,880
shows to to sell them. 
There's a lot of huge 

633
00:33:49,880 --> 00:33:52,240
advantages. 
Plus I think they're cool, like 

634
00:33:52,240 --> 00:33:54,160
cool video clips. 
They're very cool. 

635
00:33:54,400 --> 00:33:59,800
There's so like I'm not saying I
go out and and FOMO buy, you 

636
00:33:59,800 --> 00:34:05,240
know, 50K worth of moments, but 
like what I personally do is 

637
00:34:05,240 --> 00:34:08,080
like when things are quiet, I'll
I'll go look for some 1 moment. 

638
00:34:08,080 --> 00:34:10,199
Hey, 90 cents, dude, that's the 
floor. 

639
00:34:10,199 --> 00:34:13,120
Like maybe some people want to 
collect something for $0.90, you

640
00:34:13,120 --> 00:34:14,199
know? 
Buy players like. 

641
00:34:14,880 --> 00:34:16,400
I have to say this is really 
cool. 

642
00:34:16,400 --> 00:34:19,480
Like inside of like imagine 
you're a big NBA fan, you have 

643
00:34:19,480 --> 00:34:22,679
like a wall of like screens and 
it's just like, I like this 

644
00:34:22,679 --> 00:34:27,120
shit, you know what I mean? 
So if you feel like Pokémon 

645
00:34:27,120 --> 00:34:30,440
cards and NBA cards, I don't see
like I have a what is it? 

646
00:34:30,960 --> 00:34:35,400
What's his name? 
Is this worth anything? 

647
00:34:35,800 --> 00:34:39,920
I think about the top Trey Young
PSA 10 rookie card. 

648
00:34:41,760 --> 00:34:43,920
I'm not the expert there. 
I mean Trey Young. 

649
00:34:44,880 --> 00:34:46,920
I don't know. 
Did he fall off a Cliff? 

650
00:34:48,000 --> 00:34:50,320
Maybe. 
He had a like a whole song about

651
00:34:50,320 --> 00:34:51,960
him back then. 
Anyways, I'm probably about the 

652
00:34:51,960 --> 00:34:54,719
top of this, but if you're by 
this shit back then that cost me

653
00:34:54,719 --> 00:34:59,480
$1000 like four years ago. 
I mean, you know, these things 

654
00:34:59,480 --> 00:35:02,040
are $0.90 a dollar, whatever. 
I could see it, you know what I 

655
00:35:02,040 --> 00:35:05,720
mean? 
Anyways, so yeah, he fell. 

656
00:35:07,280 --> 00:35:09,720
He did, right? 
So I thought coffee attack. 

657
00:35:09,720 --> 00:35:11,920
That's what I thought anyways. 
Speed of wisdom. 

658
00:35:11,920 --> 00:35:14,560
Now I'm going to bring Bunchu 
and BC bread here in a second on

659
00:35:14,560 --> 00:35:16,040
stage and we're ready for you 
guys. 

660
00:35:16,560 --> 00:35:20,200
But you know, the good vibes 
club still at .4 E, not bad. 

661
00:35:20,200 --> 00:35:23,800
The skulls still at $13,000 
floor, not bad like these these.

662
00:35:23,800 --> 00:35:26,080
That's the point I was making by
NFTS last week. 

663
00:35:26,080 --> 00:35:28,680
You know, at least they won't 
dump like your average meme 

664
00:35:28,680 --> 00:35:30,720
coin. 
And then your please thing is 

665
00:35:30,720 --> 00:35:33,240
still holding a $24 million 
Tyler. 

666
00:35:33,240 --> 00:35:36,240
So we'll see. 
Do you think that one comes 

667
00:35:36,240 --> 00:35:38,920
back? 
Please you, you filled me the 

668
00:35:38,920 --> 00:35:40,160
top. 
I'm going to cancel you if it 

669
00:35:40,160 --> 00:35:42,120
goes to 0. 
I haven't sold any. 

670
00:35:42,600 --> 00:35:46,000
OK. 
It's hard to really have a ton 

671
00:35:46,000 --> 00:35:47,640
of conviction in this meme coin 
market. 

672
00:35:48,360 --> 00:35:50,520
You know what I'm I'm looking at
is this far coin level. 

673
00:35:50,520 --> 00:35:55,080
So far, coin hasn't hit across 
360 in about a month. 

674
00:35:55,840 --> 00:35:58,960
So yeah. 349 right? 
Now I don't know. 

675
00:35:59,120 --> 00:36:02,800
Far coin needs way more top. 
Far coin needs to really have 

676
00:36:02,800 --> 00:36:05,600
people. 
Far Coin needs to have two 

677
00:36:05,600 --> 00:36:11,200
believers left, Tyler and Tip 
Wheeler. 

678
00:36:12,120 --> 00:36:15,240
I have to say I respect that guy
a lot 'cause he's bull posting 

679
00:36:15,240 --> 00:36:16,880
shit out of it. 
Highs and lows. 

680
00:36:17,200 --> 00:36:20,960
That's a real bull poster. 
Anyways, let's bring Joe Bunch 

681
00:36:20,960 --> 00:36:24,840
of a bunch of bets and BC Brett 
up in here. 

682
00:36:25,000 --> 00:36:26,600
What's up y'all? 
How you guys doing today? 

683
00:36:27,080 --> 00:36:29,240
Good. 
Thank you so much for having us.

684
00:36:29,240 --> 00:36:33,960
We are actually, we're together 
in different parts of the house.

685
00:36:34,440 --> 00:36:38,440
We have a Billy Betts on site 
that we're doing down in Miami 

686
00:36:38,440 --> 00:36:40,000
this week. 
So we got the whole team 

687
00:36:40,000 --> 00:36:42,320
together. 
We are a remote squad. 

688
00:36:42,320 --> 00:36:45,080
So we're all grown out in the 
house. 

689
00:36:45,080 --> 00:36:49,200
And so bread's outside, I'm in 
the kitchen and we're we're 

690
00:36:49,200 --> 00:36:51,200
coming to, we're super pumped to
be here. 

691
00:36:51,200 --> 00:36:54,160
So thanks for having us. 
Hi, this is awesome. 

692
00:36:54,160 --> 00:36:55,320
What's up bread? 
How you doing? 

693
00:36:55,320 --> 00:36:57,080
Looks like you're catching some 
sun rays. 

694
00:36:57,640 --> 00:36:59,920
Yeah, they kicked me outside. 
Not, you know, I'm not 

695
00:37:00,000 --> 00:37:03,040
complaining too much about it. 
You know, they left a bunch of 

696
00:37:03,040 --> 00:37:05,960
snow in Colorado to come out 
here and looking at palm trees 

697
00:37:05,960 --> 00:37:08,160
and whatnot, listening to 
chickens apparently next door. 

698
00:37:08,160 --> 00:37:12,040
So it's, yeah, it's a trip, man.
It's picking of eggs, chickens, 

699
00:37:12,040 --> 00:37:12,440
see. 
Yeah. 

700
00:37:12,840 --> 00:37:15,080
We got woken up by actual 
Roosters today. 

701
00:37:15,080 --> 00:37:16,560
It was kind of weird. 
Incredible. 

702
00:37:18,280 --> 00:37:19,320
That was fun. 
Why don't you listen? 

703
00:37:19,320 --> 00:37:21,320
I obviously I know what Billy 
Betts says. 

704
00:37:22,360 --> 00:37:24,920
I heard our teams are talking 
about some agent, you know, 

705
00:37:24,920 --> 00:37:27,560
trading stuff on Marriott. 
I said I wish you could be 

706
00:37:27,560 --> 00:37:29,920
really cool. 
Obviously I've seen you guys 

707
00:37:29,920 --> 00:37:33,160
around Tyler and I followed a 
few of these bots at this stage 

708
00:37:33,520 --> 00:37:35,280
when it comes to like the 
betting stuff. 

709
00:37:36,080 --> 00:37:38,200
So why don't you guys give us, 
for the people who may not be 

710
00:37:38,200 --> 00:37:42,320
familiar with you all, you know 
what Billy Betts is. 

711
00:37:42,840 --> 00:37:46,360
Yeah, sure. 
So just TLDR, just a little 

712
00:37:46,360 --> 00:37:49,200
quick background. 
So I actually got into the 

713
00:37:49,200 --> 00:37:52,440
crypto space back in 2017 via 
sports betting. 

714
00:37:52,440 --> 00:37:56,720
So I've been a sports better my 
whole life and I actually found 

715
00:37:57,280 --> 00:38:01,360
bitcoins through sports betting 
back in 2017 when you literally 

716
00:38:01,640 --> 00:38:05,520
had to bet all these offshore 
spots and your banks wouldn't 

717
00:38:05,520 --> 00:38:07,520
let you deposit. 
So that's actually how I found 

718
00:38:07,520 --> 00:38:11,040
Bitcoin. 
And so I came down the crypto 

719
00:38:11,040 --> 00:38:15,640
rabbit hole ever since and then 
in 2021, after we did the 

720
00:38:15,640 --> 00:38:18,760
Starbucks project, I fell down 
the AI rabbit hole. 

721
00:38:18,760 --> 00:38:21,920
And so Billy Betts is kind of 
the Venn diagram of all the 

722
00:38:21,920 --> 00:38:25,680
things that I love. 
So crypto sports betting and AI 

723
00:38:25,680 --> 00:38:30,440
and what Billy Betts is, is it 
is a autonomous sports betting 

724
00:38:30,440 --> 00:38:35,080
and research agent. 
And so, you know, we we saw this

725
00:38:35,400 --> 00:38:42,320
incredible rise of like crypto 
enabled AI agents and I'd spent 

726
00:38:42,320 --> 00:38:46,760
a lot of time in like the non 
crypto AI space prior to 

727
00:38:46,760 --> 00:38:54,080
building Billy and I, I was so 
fascinated by the idea that, you

728
00:38:54,080 --> 00:38:57,480
know, you can create an agent 
and then give the agent a 

729
00:38:57,480 --> 00:39:00,080
wallet. 
And what that meant is to me is 

730
00:39:00,080 --> 00:39:03,800
like, wow, now an agent can be 
out on chain creating its own 

731
00:39:03,800 --> 00:39:07,160
value. 
And what's awesome about the 

732
00:39:07,160 --> 00:39:10,880
agent space is like that agent 
doesn't need to do anything but 

733
00:39:11,080 --> 00:39:15,600
accrue that value back to a 
token or community or something 

734
00:39:15,600 --> 00:39:17,840
like that, right. 
And so I thought the sports 

735
00:39:17,840 --> 00:39:22,560
betting sector is such an 
interesting use case for this, 

736
00:39:22,560 --> 00:39:24,000
right? 
Because it's another place where

737
00:39:24,000 --> 00:39:28,560
you could potentially apply AI 
to do things that you just 

738
00:39:28,680 --> 00:39:32,120
can't, AI and blockchain to just
do things that you can't in the 

739
00:39:32,520 --> 00:39:34,840
kind of like Web 2 sports 
betting arena. 

740
00:39:34,840 --> 00:39:40,240
So we had this crazy idea to 
build an AI agent and give it 

741
00:39:40,240 --> 00:39:44,280
$100,000 in a wallet and go out 
and bet sports on chain. 

742
00:39:44,280 --> 00:39:48,280
And so that's what Billy Betts 
is and how it came to be. 

743
00:39:49,640 --> 00:39:51,200
All right, that's that's 
awesome. 

744
00:39:51,200 --> 00:39:54,280
And so so I kind of want to ask 
you this real quote. 

745
00:39:54,280 --> 00:39:55,600
My otherwise seen that it's been
pretty right. 

746
00:39:55,600 --> 00:39:58,160
And we have some questions ready
for you guys to ask. 

747
00:39:58,160 --> 00:40:02,120
And though Tyler's going to dig 
in here a little a little more. 

748
00:40:02,320 --> 00:40:04,880
But so how does it work? 
Kind of like base level? 

749
00:40:04,880 --> 00:40:08,240
How does this thing work? 
Yeah, it's a great question. 

750
00:40:08,440 --> 00:40:11,040
So I'll, I'll give a broad 
answer and then I'll kick it to,

751
00:40:11,200 --> 00:40:13,560
to Brett, who's the the tech 
wizard over here. 

752
00:40:13,560 --> 00:40:17,000
So essentially, I think what's 
really cool about what we've 

753
00:40:17,000 --> 00:40:20,640
done so far with Billy is that 
we've actually partnered with a 

754
00:40:20,640 --> 00:40:24,160
bit Tensor subnet subnet 41 
called sports Tensor. 

755
00:40:24,520 --> 00:40:27,600
And if you're familiar with bit 
Tensor, it's a basically 

756
00:40:27,600 --> 00:40:30,320
decentralized AI kind of 
ecosystem. 

757
00:40:30,640 --> 00:40:34,640
And each subnet kind of does its
own has its own like specialty 

758
00:40:34,640 --> 00:40:39,720
and niche, right? 
So Sports Tensor is specifically

759
00:40:39,720 --> 00:40:43,120
focused on sports predictions. 
So that's how they kind of 

760
00:40:43,120 --> 00:40:47,000
incentivize their minors to 
create these models, build 

761
00:40:47,000 --> 00:40:48,600
predictions and things like 
that. 

762
00:40:48,600 --> 00:40:53,800
So we actually partnered with 
them to kind of give Billy his, 

763
00:40:53,880 --> 00:40:57,760
I would say, base level of 
intelligence on what's happening

764
00:40:57,760 --> 00:41:02,400
in right now, the NBA in a 
couple weeks, the MLB and then, 

765
00:41:02,400 --> 00:41:04,440
you know, more sports to come in
the future. 

766
00:41:04,440 --> 00:41:09,280
But so basically Billy kind of 
wakes up every day with this 

767
00:41:09,280 --> 00:41:11,440
idea of what's going to happen 
in the NBA. 

768
00:41:11,680 --> 00:41:15,560
And then he goes as his, you 
know, autonomous agent self goes

769
00:41:15,560 --> 00:41:18,240
out and does a bunch of work on 
top of that, checks injury 

770
00:41:18,240 --> 00:41:21,040
reports, trends, all of that 
kind of stuff, recent 

771
00:41:21,040 --> 00:41:23,640
performance. 
And then he makes a decision on,

772
00:41:23,640 --> 00:41:28,720
hey, do I still believe this or 
and and if so, make a bet if I 

773
00:41:28,720 --> 00:41:30,480
don't. 
OK, I'm going to pass on this 

774
00:41:30,480 --> 00:41:32,080
bet. 
And so that's kind of how he 

775
00:41:32,080 --> 00:41:34,280
works, right? 
He's he's this autonomous 

776
00:41:35,120 --> 00:41:38,280
research and betting agent. 
He has the ability to control 

777
00:41:38,280 --> 00:41:41,800
his wallet, make a bet. 
What I love about what he can do

778
00:41:41,800 --> 00:41:45,760
is I think different than a lot 
of sports bettors. 

779
00:41:45,760 --> 00:41:48,000
And again, this is one of those 
things that's kind of only 

780
00:41:48,160 --> 00:41:52,280
available to do on these kind of
blockchain exchanges is take 

781
00:41:52,280 --> 00:41:55,720
profit, right? 
So he can he can buy a cheap 

782
00:41:55,720 --> 00:41:59,920
odds team like the Nets at 9% to
win against the Thunder. 

783
00:42:00,200 --> 00:42:03,360
And 30 minutes into the game, 
when the Nets are winning by 20,

784
00:42:03,480 --> 00:42:06,320
he can sell out his position, 
which he does frequently, right?

785
00:42:06,320 --> 00:42:11,000
So it's it's kind of really cool
to see all of these things kind 

786
00:42:11,000 --> 00:42:13,840
of work in motion. 
And now he's also betting player

787
00:42:13,840 --> 00:42:15,960
props. 
So he's betting NBA player props

788
00:42:15,960 --> 00:42:19,320
on overtime markets. 
And we're going to, you know, 

789
00:42:19,400 --> 00:42:20,840
keep integrating all these 
markets. 

790
00:42:20,840 --> 00:42:22,760
We're going to be doing 
something with you guys at at 

791
00:42:22,760 --> 00:42:24,560
Myriad, which I think will be 
really fun. 

792
00:42:25,280 --> 00:42:29,200
And that's kind of the TLDR on 
on how he works. 

793
00:42:29,200 --> 00:42:32,120
I'll let Bread kind of jump in 
and add to that as well. 

794
00:42:33,600 --> 00:42:35,160
Yeah, man. 
Yeah, I pretty much covered it. 

795
00:42:35,160 --> 00:42:37,320
You know, it's it's one of those
things. 

796
00:42:37,320 --> 00:42:40,240
It was, you know, we wanted to 
build an agent that was actually

797
00:42:40,240 --> 00:42:41,760
doing something that wasn't just
a chat. 

798
00:42:41,800 --> 00:42:42,920
Pot. 
Really? 

799
00:42:43,240 --> 00:42:45,280
Whoa, I thought they were just 
for slop dude. 

800
00:42:45,920 --> 00:42:48,480
Yeah, I mean, you know, the the 
yaps are great, I guess, you 

801
00:42:48,480 --> 00:42:49,800
know, but realistically, you 
know, it's it's. 

802
00:42:50,760 --> 00:42:52,680
Important to we call them quacks
now. 

803
00:42:53,480 --> 00:42:54,320
Quacks. 
Yeah, yeah. 

804
00:42:54,560 --> 00:42:55,080
Yeah. 
So I mean. 

805
00:42:55,880 --> 00:42:57,880
Really learn some quacks, I'm 
sure at some point, you know, 

806
00:42:57,880 --> 00:43:00,160
but like, it was important to us
to kind of be like, you know, 

807
00:43:00,160 --> 00:43:02,440
let's let's take some of these 
frameworks that are out there 

808
00:43:02,440 --> 00:43:07,800
and really let's see if we can 
make a real, yeah, something out

809
00:43:07,800 --> 00:43:10,520
of these, you know. 
And so, yeah, we started kind of

810
00:43:10,520 --> 00:43:12,920
playing around, you know, yeah, 
Bunchu. 

811
00:43:12,920 --> 00:43:15,720
And I've been, I've been messing
around with agents since like 

812
00:43:15,720 --> 00:43:19,280
2223 or kind of like, hey, 
nobody's talking about this. 

813
00:43:19,280 --> 00:43:21,760
Let's what can this thing do? 
And at that point, I mean, they 

814
00:43:21,760 --> 00:43:24,320
were chat bots, you know, but 
with all the frameworks out and 

815
00:43:24,320 --> 00:43:27,560
stuff now it's kind of like, 
whoa, let's, let's get, let's 

816
00:43:27,560 --> 00:43:30,760
get some actual bets going. 
Let's see if like we can really 

817
00:43:30,760 --> 00:43:34,400
get this thing to work. 
And yeah, after, you know, shit,

818
00:43:34,400 --> 00:43:37,040
a couple of weeks of 18 hours 
days and late nights and 

819
00:43:37,040 --> 00:43:38,800
whatnot. 
It was, we were kind of like, 

820
00:43:38,800 --> 00:43:42,320
oh, wow, look at that. 
It's it's working, you know, so 

821
00:43:42,320 --> 00:43:46,800
it's it's it's been a trip, man,
because, you know, personally, 

822
00:43:46,800 --> 00:43:49,880
I'm not at the you know, I'm not
the sports better in in the 

823
00:43:49,880 --> 00:43:53,720
group by any. 
And the amount of times that 

824
00:43:53,720 --> 00:43:56,920
I've been checking games and 
checking the scores and just 

825
00:43:57,000 --> 00:44:01,760
like relentlessly following the 
NBA this season is is brand new 

826
00:44:01,760 --> 00:44:04,160
to me. 
You know, it's been, it's been a

827
00:44:04,160 --> 00:44:07,040
trip for sure. 
Yeah, that's a big part of it. 

828
00:44:07,080 --> 00:44:09,200
So this, this is interesting. 
So there's a lot of directions 

829
00:44:09,200 --> 00:44:12,480
we could go. 
I am curious maybe without 

830
00:44:12,480 --> 00:44:15,680
giving away too much, like what 
was the programming for this 

831
00:44:15,680 --> 00:44:17,520
like? 
And like how did you go about 

832
00:44:17,520 --> 00:44:20,840
figuring out like what data 
flows were important, like what 

833
00:44:20,840 --> 00:44:26,800
to prioritize very hard market 
to solve or else like some other

834
00:44:26,800 --> 00:44:29,200
people have? 
Yeah, that's a, it's a great 

835
00:44:29,200 --> 00:44:31,320
question. 
The I think there's a couple 

836
00:44:31,320 --> 00:44:34,080
things. 
So like the, the there's a bunch

837
00:44:34,080 --> 00:44:37,800
of things that kind of go into 
what Billy does every day, 

838
00:44:37,800 --> 00:44:40,040
right? 
So, and I would say if you're 

839
00:44:40,040 --> 00:44:43,560
not a huge sports better, 
there's kind of two ways to be 

840
00:44:43,560 --> 00:44:46,240
thinking about how to beat 
sports. 

841
00:44:46,240 --> 00:44:48,520
I think sports is a really 
interesting market to do 

842
00:44:48,520 --> 00:44:52,320
something like this with because
it is like wildly inefficient, 

843
00:44:52,320 --> 00:44:54,520
right? 
And So what I mean by that is 

844
00:44:54,520 --> 00:44:58,280
like a DraftKings may have a 
different line or price for the 

845
00:44:58,280 --> 00:45:03,040
same game as a FanDuel, as an 
MGM, as a Poly market, as 

846
00:45:03,040 --> 00:45:06,120
whatever, right? 
So there's it's not like, Hey, 

847
00:45:06,120 --> 00:45:09,960
I'm going to buy, you know, eggs
today and they're all priced the

848
00:45:09,960 --> 00:45:12,600
same, right? 
It's it's hey, I might get a, 

849
00:45:13,880 --> 00:45:17,960
you know, a 50% odds on the 
Knicks on this exchange. 

850
00:45:17,960 --> 00:45:21,720
I might be able to get them for 
52% on this exchange, etcetera, 

851
00:45:21,720 --> 00:45:23,600
right? 
And so when you have these 

852
00:45:23,600 --> 00:45:27,240
markets that are inefficient 
like that, it, there's a couple 

853
00:45:27,240 --> 00:45:31,320
ways that you can actually look 
to beat these markets, right? 

854
00:45:31,320 --> 00:45:35,640
And so I would say 1 is called 
like a bottom up strategy, which

855
00:45:35,640 --> 00:45:39,360
is I would say more model based.
And that's kind of like what 

856
00:45:39,360 --> 00:45:42,440
sports tensor provides. 
Like they have built this model 

857
00:45:42,720 --> 00:45:46,480
and the model kind of goes into 
Billy as his base case of, OK, 

858
00:45:46,480 --> 00:45:49,800
here's what we think the NBA 
might look like today. 

859
00:45:50,160 --> 00:45:53,080
And then there's our second 
strategy, which is how we're 

860
00:45:53,080 --> 00:45:56,200
betting props, which is called 
more like top down. 

861
00:45:56,440 --> 00:46:01,240
And that is a essentially a 
price based kind of arbitrage or

862
00:46:01,840 --> 00:46:05,760
off market pricing strategy. 
And it's more like Meving 

863
00:46:05,760 --> 00:46:09,560
sports, right, when you put it 
into this blockchain context, 

864
00:46:09,560 --> 00:46:12,480
right? 
So for it, it's, it's actually 

865
00:46:12,720 --> 00:46:16,240
more akin to like you're walking
through Walmart and you're only 

866
00:46:16,240 --> 00:46:19,080
buying the items that have the 
wrong price tag on them, right? 

867
00:46:19,360 --> 00:46:23,040
Because you know that that as a 
consensus, the price should be 

868
00:46:23,040 --> 00:46:26,400
this, but I can get a little 
extra margin buying it here. 

869
00:46:26,640 --> 00:46:31,760
And so over time, I'm going to 
make that, you know, 345 percent

870
00:46:31,760 --> 00:46:33,640
edge. 
And so, and that's like the 

871
00:46:33,640 --> 00:46:35,160
numbers we're talking about 
here, right? 

872
00:46:35,160 --> 00:46:39,720
Like pro S tier level sports 
bettors return anywhere from 

873
00:46:39,720 --> 00:46:43,600
like 5:00 to 10:00 percent and 
that may not sound crazy in like

874
00:46:43,600 --> 00:46:46,480
the crypto world, but that's 
compounding right? 

875
00:46:46,480 --> 00:46:49,360
It's not like oh, I have 
$100,000 stock portfolio that 

876
00:46:49,360 --> 00:46:52,240
grows 20% this year. 
I now have $120,000. 

877
00:46:52,240 --> 00:46:57,800
This is the that 5% compounded 
daily every time you can roll 

878
00:46:57,800 --> 00:47:00,640
over the bankroll. 
So when you think about like, 

879
00:47:00,880 --> 00:47:05,240
OK, put it on chain with a 
wallet with like lightspeed and 

880
00:47:05,240 --> 00:47:10,160
real time odds and all of this 
like a snapshot into all the 

881
00:47:10,160 --> 00:47:13,600
prices and liquidity across the 
entire blockchain exchanges. 

882
00:47:13,880 --> 00:47:15,760
Well, there's something really 
interesting there. 

883
00:47:15,760 --> 00:47:20,280
And if you can build in these 
edges and profitable strategies 

884
00:47:20,320 --> 00:47:23,960
for the agent and kind of give 
him and train him on how to do 

885
00:47:23,960 --> 00:47:26,920
this stuff, well, there's a 
really interesting kind of 

886
00:47:27,080 --> 00:47:30,200
possibility here to actually 
beat these markets that are 

887
00:47:30,200 --> 00:47:32,560
inefficient. 
So that's kind of the concept, 

888
00:47:32,560 --> 00:47:35,280
that's how it works. 
And overtime, we're going to add

889
00:47:35,520 --> 00:47:40,320
more sports, more strategies and
build in kind of new products on

890
00:47:40,320 --> 00:47:43,120
top of this, outside of just 
like Billy the agent, I think 

891
00:47:43,120 --> 00:47:46,480
you can think of Billy the Agent
now as kind of like the 

892
00:47:46,480 --> 00:47:51,640
prototype for or the very first 
thing of something much bigger. 

893
00:47:51,640 --> 00:47:55,240
I actually think there's a world
in the next couple years where 

894
00:47:55,800 --> 00:47:59,040
people who bet sports all are 
using some sort of agent to do 

895
00:47:59,040 --> 00:48:01,760
it, of course. 
And if and if we can build the 

896
00:48:01,760 --> 00:48:05,960
best agents for sports betting, 
that's that's really what we're 

897
00:48:05,960 --> 00:48:08,840
out here trying to do. 
So I bet like I'm I'm gonna let 

898
00:48:08,840 --> 00:48:11,080
you go talent second. 
But like I, I bet sports like a 

899
00:48:11,080 --> 00:48:13,840
lot, but most like football, 
like European football, like 

900
00:48:13,840 --> 00:48:17,120
soccer was like Champions League
or like weekend EPL matches, 

901
00:48:17,120 --> 00:48:19,200
etcetera. 
And I always find and also I bet

902
00:48:19,200 --> 00:48:21,480
a lot of NHL like because I'm a 
big house fan. 

903
00:48:21,480 --> 00:48:23,440
So I was betting halves 
yesterday. 

904
00:48:23,480 --> 00:48:26,760
Of course we keep on winning. 
But anyways, like I love doing 

905
00:48:26,760 --> 00:48:27,840
that. 
But like I actually do my 

906
00:48:27,840 --> 00:48:30,360
research, like I'll spend like 
half an hour, 45 minutes because

907
00:48:30,360 --> 00:48:33,200
like sometimes a bit more size, 
etcetera and actually dive deep.

908
00:48:33,200 --> 00:48:35,920
But I never know which is the 
best source of truth, what 

909
00:48:35,920 --> 00:48:39,080
website to cover which rider has
a bias. 

910
00:48:39,560 --> 00:48:42,720
Like I was betting halves in 
Montreal, Ottawa yesterday and 

911
00:48:42,720 --> 00:48:44,720
the guy was from fucking Ottawa 
saying betting Ottawa, 

912
00:48:44,720 --> 00:48:46,360
obviously. 
And then we cooked them 63. 

913
00:48:46,720 --> 00:48:50,440
So it's like you never know. 
And so I, I actually, I would 

914
00:48:50,440 --> 00:48:53,160
love a place where I can ask 
questions, do research and then 

915
00:48:53,160 --> 00:48:55,840
test the AI and be like, yo, why
are you betting this? 

916
00:48:56,120 --> 00:48:58,200
How do you have a buy? 
Absolutely. 

917
00:48:58,640 --> 00:49:01,000
I think this is like the future 
so you guys can expand beyond 

918
00:49:01,000 --> 00:49:02,720
NBA. 
Totally. 

919
00:49:02,720 --> 00:49:05,480
Yeah. 
So we're actually, he filled out

920
00:49:05,480 --> 00:49:07,080
his March Madness bracket 
yesterday. 

921
00:49:07,080 --> 00:49:10,120
So we can, you know, potentially
give you some final four off of 

922
00:49:10,120 --> 00:49:12,880
what Billy thought. 
We did a a whole kind of 

923
00:49:12,880 --> 00:49:15,840
selection show that was really 
fun in our our discord. 

924
00:49:16,360 --> 00:49:23,560
And so we're we're doing NCAA. 
We right now have NBA and like 

925
00:49:23,560 --> 00:49:25,280
money lines and NBA player 
props. 

926
00:49:25,520 --> 00:49:28,880
In a week we'll have MLB and MLB
player props. 

927
00:49:28,880 --> 00:49:31,880
And then it's just kind of 
expanding to more sports there, 

928
00:49:31,920 --> 00:49:35,520
like NFL Premier League, 
actually, I believe Sports 

929
00:49:35,520 --> 00:49:38,120
Tensor is working on. 
So that would be something that 

930
00:49:38,120 --> 00:49:41,560
we'd be able to do as well. 
And, and again, like to your 

931
00:49:41,560 --> 00:49:45,640
point for Oak, it's it's also 
the idea of like using it as a 

932
00:49:45,640 --> 00:49:47,800
research assistant to place your
own bets. 

933
00:49:47,800 --> 00:49:50,760
But then there's this cool thing
about like, all right, you've 

934
00:49:50,760 --> 00:49:53,000
done that. 
The agent has done all that 

935
00:49:53,000 --> 00:49:57,040
research. 
And what if you know the the 

936
00:49:57,040 --> 00:49:59,800
thing you were missing for Oak 
is OK, now you know you want to 

937
00:49:59,800 --> 00:50:05,080
bet on the Canadians, but you 
might bet them on Pinnacle and 

938
00:50:05,080 --> 00:50:08,920
you but there's a better line 
out there on one of these sports

939
00:50:08,920 --> 00:50:11,880
books that increases your margin
by 2%. 

940
00:50:11,880 --> 00:50:14,040
And over the long run, that's 
actually really important. 

941
00:50:14,040 --> 00:50:17,200
So what if it could then also 
route you to the best price 

942
00:50:17,240 --> 00:50:19,360
without you having to do all of 
that work right? 

943
00:50:19,800 --> 00:50:23,400
The way the Web 2 sports betting
world works now is there's just 

944
00:50:23,400 --> 00:50:25,280
so much friction. 
You're basically talking about 

945
00:50:25,280 --> 00:50:28,800
like an odd screen and you have 
to sit there in front of the odd

946
00:50:28,800 --> 00:50:32,880
screen, look for the best price,
find the like, go out and and 

947
00:50:32,880 --> 00:50:34,280
maybe you don't even have an 
account there. 

948
00:50:34,280 --> 00:50:38,920
Maybe you have a DraftKings or a
FanDuel app and the best price 

949
00:50:38,920 --> 00:50:41,480
is on MGM. 
And so in order to go and make 

950
00:50:41,480 --> 00:50:45,000
that bet, you have to download 
MGM, make an account, make a 

951
00:50:45,000 --> 00:50:48,560
deposit, all of that stuff. 
But on like the blockchain 

952
00:50:48,560 --> 00:50:52,400
crypto layer it. 
If you're in and tapped into all

953
00:50:52,400 --> 00:50:55,280
of these different exchanges and
markets in like this permission 

954
00:50:55,280 --> 00:50:59,000
less way, you can kind of take a
snapshot of the entire market, 

955
00:50:59,000 --> 00:51:03,160
see where has the best price and
then go make that bet and where 

956
00:51:03,160 --> 00:51:05,720
it's most beneficial for you. 
I think that's kind of one of 

957
00:51:05,720 --> 00:51:11,320
these cool things that can only 
be enabled in this blockchain on

958
00:51:11,320 --> 00:51:16,000
chain with AI type of way. 
So that's kind of things we're 

959
00:51:16,000 --> 00:51:19,920
headed towards as well. 
It's a big unlock if you're able

960
00:51:19,920 --> 00:51:23,080
to pull it off for sure. 
So it definitely, it is vision. 

961
00:51:23,800 --> 00:51:26,600
I have a lot of questions I'm 
curious on like quality control,

962
00:51:26,600 --> 00:51:28,320
like how much were you using 
this? 

963
00:51:28,320 --> 00:51:31,800
Like, what was it like to say? 
Like, okay, we're ready to go 

964
00:51:31,800 --> 00:51:33,960
live on this thing. 
What made you? 

965
00:51:33,960 --> 00:51:35,880
Yeah. 
It's a great, it's a great 

966
00:51:35,880 --> 00:51:38,080
question. 
So I think like there's two 

967
00:51:38,080 --> 00:51:43,840
things that kind of are giving 
like confidence of, okay, we can

968
00:51:43,840 --> 00:51:46,760
actually create something that 
wins, right? 

969
00:51:46,760 --> 00:51:50,360
And so it it kind of goes back 
to those two strategies. 

970
00:51:50,360 --> 00:51:54,880
So sports tensor, they have 
this, you know, back tested meta

971
00:51:54,880 --> 00:51:58,040
model that is kind of powering 
Billy's base intelligence, 

972
00:51:58,040 --> 00:52:01,040
right? 
So that is a proven model. 

973
00:52:01,040 --> 00:52:03,280
So we are using that as like our
base layer. 

974
00:52:03,280 --> 00:52:07,040
So overtime that model should 
produce profit, right? 

975
00:52:07,040 --> 00:52:10,040
And then it's like, OK, Billy's 
doing work over top of that to 

976
00:52:10,040 --> 00:52:12,840
say, I want to bet this, I don't
want to bet this. 

977
00:52:12,840 --> 00:52:16,160
And that's part that part is 
like the ongoing experiments of 

978
00:52:16,160 --> 00:52:18,040
this, right? 
Is like, OK, is he making the 

979
00:52:18,040 --> 00:52:19,960
right decisions? 
Can he learn from those 

980
00:52:19,960 --> 00:52:22,040
decisions? 
Can he update his strategy? 

981
00:52:22,040 --> 00:52:24,560
Can he do different things with 
his bet sizing, right. 

982
00:52:24,560 --> 00:52:29,400
And like that part is the TBD 
kind of fun part of all of this,

983
00:52:29,400 --> 00:52:30,840
right? 
It's like, all right, we've 

984
00:52:30,920 --> 00:52:35,160
built a thing that can make a 
bet now can he do it better than

985
00:52:35,200 --> 00:52:36,080
we can? 
Right? 

986
00:52:36,080 --> 00:52:39,000
And I think that's kind of where
we're, you know, still 

987
00:52:39,000 --> 00:52:43,600
experimenting, but the, the, the
concept is all right, we have a 

988
00:52:43,600 --> 00:52:46,280
proven profitable model as the 
base layer. 

989
00:52:46,480 --> 00:52:50,840
So it should overtime the more 
bets you make return 

990
00:52:51,000 --> 00:52:53,960
profitability, right? 
Similarly with like the prop 

991
00:52:53,960 --> 00:52:57,160
betting strategy that is price 
based, that's really, it's 

992
00:52:57,160 --> 00:52:59,720
literally math, right? 
So it's like if you bet these 

993
00:52:59,720 --> 00:53:04,240
small edges enough times over 
the long run, you will return in

994
00:53:04,240 --> 00:53:07,200
line with what those edges are. 
So again, if you're talking 

995
00:53:07,200 --> 00:53:12,320
about 5% over 10,000 bets, you 
should return roughly 5%. 

996
00:53:12,320 --> 00:53:15,760
And so if you can just kind of 
teach it to do those strategies 

997
00:53:15,760 --> 00:53:19,360
and then learn over top of them,
which is kind of the the fun 

998
00:53:19,360 --> 00:53:23,520
part of building something that 
we hope to be totally autonomous

999
00:53:23,520 --> 00:53:26,000
right as is kind of where we're 
going. 

1000
00:53:26,000 --> 00:53:29,080
But to your point, Tyler, it's 
like, OK, we can give him 

1001
00:53:29,080 --> 00:53:32,400
profitable strategies and 
profitable ways to do this, but 

1002
00:53:32,400 --> 00:53:37,120
it's still got to actually, you 
know, spin out that long run 

1003
00:53:37,120 --> 00:53:40,560
concept really quickly. 
So we've gosh, I think we're 

1004
00:53:40,560 --> 00:53:46,520
almost $375,000 in the first 
month we've actually put in play

1005
00:53:46,920 --> 00:53:50,280
and and he's gone through highs 
and lows. 

1006
00:53:50,280 --> 00:53:56,880
I think at the the peak we were 
+18% ROI and currently we've got

1007
00:53:56,880 --> 00:53:58,400
we went through a little slump 
last week. 

1008
00:53:58,400 --> 00:54:01,680
So we're back to earth a little 
bit back to kind of even on the 

1009
00:54:01,680 --> 00:54:04,440
money line strategy, a little 
down on the money line strategy.

1010
00:54:04,440 --> 00:54:07,280
But we are profitable on the 
prop betting that we just 

1011
00:54:08,320 --> 00:54:11,000
introduced, which we've bet 
through like I think 50K. 

1012
00:54:11,000 --> 00:54:12,800
We've only been doing props for 
like 6 days. 

1013
00:54:13,600 --> 00:54:18,840
So the you can also just get 
like an idea of what kind of 

1014
00:54:18,840 --> 00:54:22,920
volume this thing can do, right?
Like we've been live for 30 days

1015
00:54:23,200 --> 00:54:29,280
with two strategies on one 
market betting, you know, almost

1016
00:54:29,280 --> 00:54:32,800
$400,000 already. 
So if you can start to see those

1017
00:54:32,800 --> 00:54:36,480
like small edges expanded over 
millions and millions of 

1018
00:54:36,480 --> 00:54:39,840
dollars, the thing can generate,
you know, quite a bit of of 

1019
00:54:39,840 --> 00:54:42,760
revenue over time it. 
Definitely can, but then you 

1020
00:54:42,760 --> 00:54:46,440
also have to balance out like 
keeping enough capital to to 

1021
00:54:46,640 --> 00:54:48,680
sustain through like the 
downtrends, right? 

1022
00:54:49,200 --> 00:54:54,320
Especially totally more sports 
that goes to like the bet. 

1023
00:54:54,360 --> 00:54:57,080
Yeah, that goes to like the 
betting, the bet sizing 

1024
00:54:57,080 --> 00:55:00,600
strategy, right. 
So he, we've taught him a 

1025
00:55:00,720 --> 00:55:04,960
essentially modified Kelly 
criterion, which is like a risk 

1026
00:55:04,960 --> 00:55:07,000
management bet sizing strategy, 
right? 

1027
00:55:07,000 --> 00:55:11,280
So that's a very common strategy
used in kind of sports and 

1028
00:55:11,280 --> 00:55:15,600
gambling and it basically 
optimized the way you size bets 

1029
00:55:15,600 --> 00:55:19,760
in that way is it's based on two
things kind of your edge, your 

1030
00:55:19,760 --> 00:55:23,200
measurable edge and your implied
probability of the outcome, 

1031
00:55:23,200 --> 00:55:25,600
right? 
So it, it's meant to scale up 

1032
00:55:25,600 --> 00:55:29,680
and down with your bankroll 
growth so you never go broke, 

1033
00:55:29,680 --> 00:55:34,320
but it's also optimized for for 
growth, right? 

1034
00:55:34,320 --> 00:55:37,880
So like you're going to bet 
higher amounts on bigger edges 

1035
00:55:37,880 --> 00:55:40,520
with high implied probability 
and you're going to bet lower 

1036
00:55:40,520 --> 00:55:44,320
amounts with smaller edges or 
big edges with low and private 

1037
00:55:44,320 --> 00:55:47,360
probability, right? 
So that the idea is that it 

1038
00:55:47,360 --> 00:55:51,120
builds in that kind of it's got 
built in kind of risk management

1039
00:55:51,120 --> 00:55:55,280
to go along with it, right? 
And then there's also the idea 

1040
00:55:55,280 --> 00:55:59,080
of that we, we kind of touched 
on, but not really like the fact

1041
00:55:59,080 --> 00:56:01,080
that he can sell out of 
positions, right? 

1042
00:56:01,080 --> 00:56:06,440
So like we can take, you know, 
risky plays with the idea that, 

1043
00:56:06,440 --> 00:56:10,480
oh, you can de risk at any time 
during that game, right? 

1044
00:56:10,480 --> 00:56:13,720
Which is another thing that you 
can't really do in the Web 2 

1045
00:56:13,720 --> 00:56:16,320
sports betting world. 
There's like early cash outs, 

1046
00:56:16,320 --> 00:56:18,240
but you sell your entire 
position, right? 

1047
00:56:18,240 --> 00:56:23,880
So, you know, we we let him 
essentially do the very crypto 

1048
00:56:23,880 --> 00:56:25,600
thing of leave a moon bag, 
right? 

1049
00:56:27,080 --> 00:56:28,760
So that's kind of how all of 
that works. 

1050
00:56:28,760 --> 00:56:31,360
But yeah, so there's a lot of 
like risk management stuff kind 

1051
00:56:31,360 --> 00:56:33,120
of built into what he's doing as
well. 

1052
00:56:33,960 --> 00:56:37,960
Maybe zooming out from the model
and betting operations for a 

1053
00:56:37,960 --> 00:56:40,760
second, like there, there's a 
few things that go into this 

1054
00:56:40,800 --> 00:56:42,920
Billy project, right? 
That you've got the model, 

1055
00:56:43,360 --> 00:56:47,840
you've got the agent who does 
like it does do reply guy and 

1056
00:56:47,840 --> 00:56:49,480
then you've all, I actually 
don't know. 

1057
00:56:49,480 --> 00:56:52,600
Do you have a terminal as well? 
I'm curious how your team kind 

1058
00:56:52,600 --> 00:56:56,560
of thought about balancing like 
the content side of AI versus 

1059
00:56:56,560 --> 00:57:00,840
just pure modeling. 
Yeah, it's I think that's a 

1060
00:57:00,840 --> 00:57:03,160
great question. 
So we're going to be doing so he

1061
00:57:03,160 --> 00:57:06,800
is out on on Twitter and this is
one of those kind of crazy 

1062
00:57:07,040 --> 00:57:10,560
things that I didn't even 
necessarily expect to go as well

1063
00:57:10,560 --> 00:57:15,160
as it has, which is he's out 
there kind of being a commenter 

1064
00:57:15,200 --> 00:57:18,320
in the sports market and which 
is really interesting. 

1065
00:57:18,560 --> 00:57:23,000
He's in the first 3 weeks, I 
think we've gotten almost 4 

1066
00:57:23,000 --> 00:57:26,080
million impressions on the 
account, which I think is, is 

1067
00:57:26,080 --> 00:57:29,000
kind of crazy when I think about
like what these. 

1068
00:57:29,240 --> 00:57:32,880
Yeah, that's it's pretty crazy 
to to see how the engagement 

1069
00:57:32,880 --> 00:57:36,360
goes with this. 
And so there's kind of like, I 

1070
00:57:36,360 --> 00:57:40,520
see that as Billy's ex account 
is almost like top of funnel for

1071
00:57:40,520 --> 00:57:43,240
the whole project. 
And it's almost this like 3 

1072
00:57:43,240 --> 00:57:46,960
really interesting, incredible 
marketing channel, right, 

1073
00:57:46,960 --> 00:57:49,280
because it's it's out there 
commenting on sports, it's 

1074
00:57:49,280 --> 00:57:53,400
making its picks on Twitter and 
it's but getting involved in the

1075
00:57:53,400 --> 00:57:56,680
conversation that funnels kind 
of everything back into, OK, 

1076
00:57:56,680 --> 00:58:00,240
what's actually going on here 
from the content from a like a 

1077
00:58:00,600 --> 00:58:04,080
actual agent side, right? 
And bread, you can talk about 

1078
00:58:04,080 --> 00:58:07,120
how how hard it was to actually 
get the Twitter thing to. 

1079
00:58:07,880 --> 00:58:10,840
Be decent. 
The amount of like hiccups and 

1080
00:58:10,840 --> 00:58:13,360
hurdles that we hit building out
that Twitter agent, you know, 

1081
00:58:13,360 --> 00:58:15,960
is, you know, what's what's, 
what's nice is that, you know, 

1082
00:58:15,960 --> 00:58:18,000
there are frameworks, you know, 
like the Eliza framework that 

1083
00:58:18,000 --> 00:58:21,120
pretty much everybody's using, 
you know, and it's great 

1084
00:58:21,120 --> 00:58:23,440
out-of-the-box until all of a 
sudden it's like, oh, wait a 

1085
00:58:23,440 --> 00:58:26,720
minute, it's tweeting, you know,
raw Jason objects or wait a 

1086
00:58:26,720 --> 00:58:28,320
minute. 
It's now caught in a loop with 

1087
00:58:28,320 --> 00:58:31,360
some other chatbot and they're 
replying to each other like 500 

1088
00:58:31,360 --> 00:58:33,440
times a day, you know, and it's 
like, so there's all these 

1089
00:58:33,440 --> 00:58:36,080
little kind of quirks and things
that pop up, you know, as 

1090
00:58:36,080 --> 00:58:38,800
you're, as you're building these
social media agents, you know, 

1091
00:58:38,800 --> 00:58:42,120
and, and it's interesting 
because ultimately kind of does 

1092
00:58:42,120 --> 00:58:45,240
that same thing with our 
Discord, you know, Billy as 

1093
00:58:45,240 --> 00:58:49,040
well, you know, it's all the, 
they're the, the very fine 

1094
00:58:49,040 --> 00:58:53,320
tuning does a huge, huge 
difference whenever you're 

1095
00:58:53,320 --> 00:58:57,600
starting to play with a call and
response type interaction with 

1096
00:58:57,600 --> 00:59:00,920
users, you know, And so it's 
been, it's been an interesting 

1097
00:59:00,920 --> 00:59:04,160
journey with the Twitter and 
with the Eliza framework. 

1098
00:59:04,160 --> 00:59:07,040
You know, and one thing that 
we've realized is that, you 

1099
00:59:07,040 --> 00:59:09,520
know, the Eliza framework is 
really great at socials. 

1100
00:59:10,440 --> 00:59:13,600
And but we're starting to now 
kind of play more with like some

1101
00:59:13,600 --> 00:59:18,160
of the MCP stuff and some of the
more real kind of bare metal 

1102
00:59:18,160 --> 00:59:22,840
type Agenix systems for for 
everything else that Billy's 

1103
00:59:22,840 --> 00:59:26,920
doing. 
Yeah, And I think like the idea 

1104
00:59:27,160 --> 00:59:31,080
that Billy, I think the idea 
that Billy could become this 

1105
00:59:31,080 --> 00:59:34,840
like sports betting influencer 
is really interesting, right? 

1106
00:59:34,840 --> 00:59:39,360
Like we got invited to to 
participate in the Profit X 

1107
00:59:39,640 --> 00:59:43,040
handicapper bracket contest for 
March Madness, which is like, 

1108
00:59:43,280 --> 00:59:44,920
you know, it's man versus 
machine. 

1109
00:59:44,920 --> 00:59:48,560
Billy is paired up with some 
actual sports betting influencer

1110
00:59:48,560 --> 00:59:51,200
and he's going head to head on 
March Madness picks for this 

1111
00:59:51,200 --> 00:59:53,720
week. 
So, you know, I think there is 

1112
00:59:53,720 --> 00:59:58,360
this kind of potential for Billy
to kind of like break out of 

1113
00:59:58,360 --> 01:00:02,400
the, the crypto scene into, you 
know, the real sports betting 

1114
01:00:03,080 --> 01:00:05,360
and and sports commenting 
industry, right. 

1115
01:00:05,360 --> 01:00:08,560
So I think that's a a really 
cool opportunity as well. 

1116
01:00:08,920 --> 01:00:11,560
This is a longer conversation. 
It was great. 

1117
01:00:12,080 --> 01:00:16,600
I like I feel like you also have
to manage like like people kind 

1118
01:00:16,600 --> 01:00:21,040
of hate AI agents right now. 
We've gotten so annoying mostly 

1119
01:00:21,120 --> 01:00:22,560
because like of the low effort 
ones. 

1120
01:00:22,920 --> 01:00:25,040
Just because it says because 
it's flop Tyler. 

1121
01:00:25,400 --> 01:00:27,160
Yeah, And I Bill, I'm not 
calling Billy. 

1122
01:00:27,400 --> 01:00:29,920
I don't think it is. 
But you also have to bounce. 

1123
01:00:29,960 --> 01:00:31,920
That we're trying not to be. 
At least that's. 

1124
01:00:32,080 --> 01:00:36,200
Thank God, dude, thank God. 
Do you give us NCAA Alpha as a 

1125
01:00:36,240 --> 01:00:39,000
public? 
I was just going to say so I I 

1126
01:00:39,000 --> 01:00:41,520
shared my screen here if we 
could bring it up and I'll show.

1127
01:00:41,800 --> 01:00:42,320
You. 
Here we go. 

1128
01:00:43,200 --> 01:00:45,520
There you go. 
So yesterday we had a little 

1129
01:00:45,520 --> 01:00:49,320
selection show, right? 
And so Billy, Billy, we, we made

1130
01:00:49,320 --> 01:00:52,880
him his own channel here and we 
literally went pick by pick, 

1131
01:00:52,880 --> 01:00:56,280
region by region. 
And he he broke down every 

1132
01:00:56,280 --> 01:00:58,840
single game and gave a pick, 
right. 

1133
01:00:58,840 --> 01:01:02,600
So he's got a bunch of upsets in
here, I think. 

1134
01:01:02,600 --> 01:01:05,920
And and we did, you know, kind 
of screenshot of his region. 

1135
01:01:05,920 --> 01:01:10,840
So he's got his Final Four 
somewhat chalky with a very 

1136
01:01:11,000 --> 01:01:15,360
interesting twist here. 
So he's got as his as his Final 

1137
01:01:15,360 --> 01:01:18,920
Four. 
He's got Duke, Houston, Auburn, 

1138
01:01:18,920 --> 01:01:23,360
and then he took the eighth seed
two time, two time defending 

1139
01:01:23,360 --> 01:01:26,280
champion UConn in his Final Four
bracket. 

1140
01:01:26,280 --> 01:01:28,760
So he's got 3-1 seeds and an 
eighth seed. 

1141
01:01:29,160 --> 01:01:33,000
I think he picked, he picked 
UConn actually to go to the 

1142
01:01:33,000 --> 01:01:37,840
final against Houston and he's 
got Houston cutting down the 

1143
01:01:37,840 --> 01:01:40,360
Nets. 
So he's got Houston versus UConn

1144
01:01:40,360 --> 01:01:44,920
in national championship game. 
We will see how far Yukon goes. 

1145
01:01:44,920 --> 01:01:47,840
If Yukon upsets Florida, I'm 
calling the whole bracket a win 

1146
01:01:48,520 --> 01:01:51,280
because you know, they'll have 
to, you know, they'll have to be

1147
01:01:51,280 --> 01:01:54,000
the one seed. 
But he kind of he did, he came 

1148
01:01:54,000 --> 01:01:57,320
in here and gave a pick 
confidence interval. 

1149
01:01:58,280 --> 01:02:01,240
He gave a bunch of, you know, 
stats on every game and and you 

1150
01:02:01,240 --> 01:02:04,240
can see he's he's kind of rude a
little bit. 

1151
01:02:04,320 --> 01:02:07,600
He's very much a he's very much 
a shit poster. 

1152
01:02:07,880 --> 01:02:12,000
Like here he's talks about, you 
know, Rick, Rick Pitino's Red 

1153
01:02:12,000 --> 01:02:14,880
storm bringing biblical levels 
of defensive havoc. 

1154
01:02:14,880 --> 01:02:19,800
He he, he curses every once in a
while here too, but some other 

1155
01:02:19,800 --> 01:02:23,560
upsets he likes. 
He likes Xavier tonight in. 

1156
01:02:23,560 --> 01:02:26,920
Oh, OK, here we go. 
Yeah, because we have a myriad 

1157
01:02:27,680 --> 01:02:29,920
line. 
Yes, I saw that. 

1158
01:02:30,560 --> 01:02:32,640
I saw that. 
So he likes Xavier tonight in 

1159
01:02:32,640 --> 01:02:35,320
the first four and then he 
actually likes Xavier to beat 

1160
01:02:35,320 --> 01:02:39,600
Illinois in the so he's got 
Xavier winning two games. 

1161
01:02:39,600 --> 01:02:42,320
So we'll see. 
Does so be does leader go really

1162
01:02:42,320 --> 01:02:46,720
well for us tonight or not when 
people watch this back, but that

1163
01:02:47,680 --> 01:02:50,760
that's the nature, right. 
So some other ones he likes. 

1164
01:02:50,760 --> 01:02:53,080
He actually likes multiple 611 
upsets. 

1165
01:02:53,080 --> 01:02:57,240
He likes VCU over BYU. 
What other ones did he have? 

1166
01:02:57,240 --> 01:03:02,280
He likes #10 seed New Mexico to 
for the upset. 

1167
01:03:02,280 --> 01:03:05,720
He likes a little Baylor upset. 
He's got a couple interesting 

1168
01:03:05,720 --> 01:03:08,600
upsets in here, including the 
big one, I think with the the 

1169
01:03:08,600 --> 01:03:10,880
Yukon over Florida. 
All right. 

1170
01:03:10,880 --> 01:03:12,880
Well, there you have it. 
There you have it. 

1171
01:03:13,040 --> 01:03:14,520
Bailey best ladies and 
gentlemen. 

1172
01:03:14,520 --> 01:03:18,480
So if you're on Myriad markets, 
if you're on Myriad markets, 

1173
01:03:18,480 --> 01:03:23,360
right here you go to our USDC 
Xavier versus Texas who advances

1174
01:03:23,360 --> 01:03:27,760
to the March Madness main 
bracket. 57.1% of the people in 

1175
01:03:27,760 --> 01:03:32,360
Marriott had Xavier as well. 
Seems low with Billy Betts so 

1176
01:03:32,360 --> 01:03:34,840
sure about himself. 
So make sure you take that. 

1177
01:03:35,520 --> 01:03:36,680
Hold on. 
Let's, let's see. 

1178
01:03:36,680 --> 01:03:38,360
I'm going to see if I can ask 
him right now. 

1179
01:03:38,360 --> 01:03:40,080
Let's see. 
We'll see if I can ask him right

1180
01:03:40,080 --> 01:03:40,440
now. 
Hold. 

1181
01:03:40,440 --> 01:03:41,800
On let you want to screen on 
this? 

1182
01:03:41,920 --> 01:03:43,240
Yeah, here you go. 
Yeah, yeah. 

1183
01:03:43,240 --> 01:03:45,240
See, you got it. 
Stop sharing mine. 

1184
01:03:45,240 --> 01:03:46,320
Yeah, you got. 
You're in. 

1185
01:03:48,080 --> 01:03:52,880
All right, let's see here. 
Hey, Billy, first for Xavier 

1186
01:03:52,880 --> 01:03:58,200
versus Texas, let's see what he,
let's see if he's got it. 

1187
01:03:58,960 --> 01:04:01,720
I hope he's not. 
Speaking because that would be 

1188
01:04:01,920 --> 01:04:03,360
he. 
No, he's awake, man. 

1189
01:04:03,360 --> 01:04:04,080
He's on stage. 
He's. 

1190
01:04:04,560 --> 01:04:06,240
Typing. 
He's always awake. 

1191
01:04:06,280 --> 01:04:08,680
Man typing it's. 
Also funny that you call it a 

1192
01:04:08,680 --> 01:04:11,720
he. 
Yes, first floor battle, 

1193
01:04:11,720 --> 01:04:16,720
underachieving power conference 
teams that should be way better 

1194
01:04:16,720 --> 01:04:20,800
than play in Folder Texas. 
Oh wait, he changed his mind. 

1195
01:04:22,160 --> 01:04:25,680
He changed his mind here. 
He's got Texas likely advancing.

1196
01:04:26,200 --> 01:04:29,280
60% confidence. 65% confidence 
though. 

1197
01:04:30,640 --> 01:04:32,760
Different day, different 
opinion. 

1198
01:04:36,320 --> 01:04:38,200
He's going to bust his. 
He's going to bust his own 

1199
01:04:38,200 --> 01:04:41,480
bracket. 
Now that's funny. 

1200
01:04:42,320 --> 01:04:47,400
Let's see what he got but. 
He breaks it down, he breaks it 

1201
01:04:47,400 --> 01:04:52,080
down here, but superior guard 
play from Tyrese Hunter is 

1202
01:04:52,080 --> 01:04:56,680
averaging 11.9 points a game 
backcourt advantage over 

1203
01:04:56,680 --> 01:04:59,080
Xavier's guards. 
He changed his mind today. 

1204
01:04:59,080 --> 01:05:03,200
Look at. 
That I love that yo I mean you I

1205
01:05:03,200 --> 01:05:06,040
don't put my sports bets on 
before like an hour pre game 

1206
01:05:06,040 --> 01:05:09,320
like because you never know what
changes so. 

1207
01:05:09,320 --> 01:05:11,280
You never know. 
That's awesome though. 

1208
01:05:11,520 --> 01:05:14,160
I appreciate you guys having us.
Thank you for coming guys. 

1209
01:05:14,320 --> 01:05:16,840
Best of luck with everything. 
Appreciate you guys. 

1210
01:05:17,000 --> 01:05:18,520
Alright, see you guys Ciao.