Yo-yo, what up what up BM no way tabs That is so funny Gee take
the phone with that Monday. Hold on sorry that just happened
at the same time Oh my God, Monday May 12th, 2025.
Look at that a lot of beautiful day to have a beautiful day.
I got my coast and the house. Oh my God it's so funny.
I got my Co host in the house Tyler Mando.
Woo Monday baby. Good morning.
I guess doing today. I'm doing great, man.
I'm doing fantastic. How are you?
I'm fucking fantastic as well. I mean, every day that passes
the day I'm getting closer to leaving and and listen DJT baby.
I'm nervous. Not yet, because what I did last
week, Mando, is I packed everything in advance like I'm
pretty much done. Yeah.
Because I know I have to go to Toronto tomorrow for consensus
and then this. And that's like, you know what,
you know, I want to get over with.
So no, no, just eager, not anxious, not nervous.
I would say, well, DJT is cooking right now.
Fuck. Sorry.
He's talking right now, Tyler. It's about time to start running
around the house screaming Trump Train again, No?
No kidding. He's deliberate.
Once again. Everyone was mocking the 40
chess. 70 chess. I don't know dude.
Stress moves are looking OK right now.
I'm very curious how the how the left is going to complain about
this over the coming days and weeks.
Along with lower drug prices. But on the Tyler D from
Beautiful weekend here in Chicago.
Nice little Mother's Day Shout out to all the moms out there.
Hell yeah. And our our coins are green and
the animal spirits are back. There you go, love to see that.
Happy Mother's Day to both your Mamas and to your wifeys and the
Happy Mother's Day to all the mothers in the world.
We love y'all. We love y'all.
That was fun. I, I had a little well, you guys
already had Mother's Day, man. Don't know.
I mean, we've had like I've had my wife said like 3 it felt like
because there's one in Portugal, there's one in the UK and.
This is 1. In the US and like we celebrated
the one in Portugal, but then we kind of half celebrated one in
the UK. And then this weekend some we
have for dinner and with with like my whole family.
And then they like gave her a flower and said, oh, happy
Mother's Day. And I was like, oh God, like
they're going to make me look bad here.
But yeah, there's three. There's three different times
that people do Mother's Day. Three, I'm going to have to put
up with three Mother's Days as well there.
God damn. It UK UK is the reason why it's
been in the UK. Yeah, that's a lot.
Hey, listen, bro, they deserve it.
So I guess 3 Mother's Day it is once we, once you live in
Europe, you absolutely love to see that.
Anyway, so that was the show. We got to get right to it
because Donald Trump's talking right now and he is like there's
there's like a a new, there's a headline a second right now.
There's a headline for a second right now.
It looks like the talks in Switzerland went very, very
well. So we'll go through market
report, we'll go through the trade deal stuff.
We'll go to the weekend headlines.
We'll go to Tyler's top. I mean, we're back to 10,000.
I think Tyler's top 10,000, not even 1000.
Tyler's top 10,000. We have a lot when we're giving
a lot of shit away. I think Mandel's giving stuff
away. I read that this morning.
So Mandel's giving stuff away to his newsletters, Subs, and then
we're also doing a geek giveaway.
So there's a lot of stuff being given away today.
And then last but not least, dollars.
But always this show is powered by powered by wallet connect.
Wallet Connect is a connectivity network shaping the future of on
chain UX. If you've connected to Web 3
app, you've seen wallet connect, that blue logo, it's everywhere.
And I kind of trust in crypto as recognizable as Visa at
checkout, but better want to learn more.
Follow Wallet Connect on X and Telegram to stay ahead of what's
next. Mando, I don't even want to know
what's next. I don't know what's now because
God damn, there's a lot going on.
Who is the man? Can you dig it?
GM So yeah, we've had a very, very strong, well actually it
was mixed up until kind of just before we went live and a well a
few hours before we went live. Interestingly, it's not Bitcoin.
So Bitcoin is, it's kind of following gold.
There was obviously some announcement yesterday that were
closer to a trade deal. There's going to be, it was kind
of difficult to read. The Chinese were saying they
were closed, the US said they were closed, but then they
reduced tariffs. But there's definitely no deal
officially done yet. So it just feels like maybe
there is a high chance of a deal and futures roofed on the back
of that. Gold went lower.
Bitcoin has stayed at 104 K, which I think is very
interesting. And what you saw is ETH
continued to to to run very well.
And then you saw a bunch of different meme coins had a had a
have run as well. So it's it feels like a mini
altcoin season, let's say for now LED.
Am I hearing altcoin season? Mainly by memes.
So the meme market cap is back up to 80 billion now, which is a
big move, and it's kind of rotating between different
memes, although I would say the class of 2024 memes are the ones
that have really gigasent. So most of this.
Most of the bigger ones in the class of 2024 are up three to
four X in the last week. So that includes in.
Well, if I would say, is it class of 2023 with with?
Actually maybe, but it's 24. I mean it really ran like
December, right? 20, yeah, I would say 24 I would
count with physical, right. Yeah, but it what I'm talking
about is like Mudeng peanut chill guy goat like some of
these coins which would which were dead just came back.
They're all winter meat coins to to note, by the way, and they
just, Oh my. God bro, this.
Is insane. That is a Wintermute special
right there. Wintermute sends their regards
bro. They accumulated all of those.
Hey, Bell. So we had a few Wintermute
specials over the weekend. Obviously this is very excessive
risk taking at this stage. But and then ETH, ETH is the
main now performer. ETH just so strong today you had
news that you're actually going to get in kind redemptions on
the ETF from BlackRock, which I think was a very positive
headline. And then there were some
headlines on on the Friday that that that they had met the SEC
BlackRock as well about a few different things which are
beneficial for like tokenization and, and, and staking.
And I would see be seen as beneficial for Solana and and
Eve. So strong, very, very strong out
there for, for at least Ethan. That's caused this like mini
altcoin season. And I would say the main
outperformers have have mainly been the the 2024 cycle memes
and, and, and just some of the bigger memes actually, like
they've, they've, they've the first ones to move so decent out
there. I don't think I think pay
attention to the gold correlation there, like gold has
gone lower and generally that's a sign that Bitcoin might head a
little bit lower. I don't know if that means alts
will go lower, but it's a, it's notable that Bitcoin barely
reacted to the headline that whereas altcoins really did.
So we've seen Bitcoin dominance go down to about 62% here from
50, sorry, 65 1/2. So it's down about 3%.
If you're really bullish on alts, obviously that can go a
long way, but but generally, generally if Bitcoin goes lower,
that's not normally a great sign for alts, at least over the last
12 months. Look at this chart right here.
Speaking of alts. What's that?
Oh yeah, yeah. Altcoin seasons generally last
for like 2-2 or three weeks. So I'd be very cognizant of
that. Like they're not multi month
things, but look look at the last altcoin seasons, the one in
20. I feel like the one in 2021
lasted for a lot longer. But recent ones, you know that
one in November from peak from like that through just before it
to the highs was like 3 weeks and then they all just died.
No, this, that's. Here this one.
Yeah, each one of these like you tend to see stuff like this like
very aggressive rallies like straight line and then it's not
been like 2021, which is like rally for multiple months and
then and then sell off a little less, a little less crazy at
least when they outperformed Bitcoin.
There's also the total market cap.
It's a nice chart as well. I mean, CZ said 5 trillion in a
year, so we'll see. It's only 1/2 percent move.
It can happen. Yeah.
Only a 50% move. That's it.
Broader, broader macro is interesting.
Like obviously I've seen a big rally in in stocks.
It's interesting just to see the response to this.
It's like so many people are like in macro think you know
that this is a Selva news event like.
It's. Like that on the timeline.
And that, that makes me think, at least in, in macro, that
people were underexposed to this, like in stocks, that,
that, that reaction in stocks tells me that people were, were
underexposed to this move because every single macro head
is telling saying, oh, we're going to go lower.
There's a recession coming in. And that might, I actually don't
disagree with that, but this feels like a painful move, I
think for a lot of people. And that's, that's why these
things can sometimes last for longer.
Like this could easily put in a double top, right?
But it could also get to like 6000, 2100 and and and then it's
really painful if you see if you.
Saw that I was reading what's Bob Lucas saying it's 1500 is
the price you really want to break out in SPX because that
was a rally and then 1500, so it's there now.
Yeah, Bob Lucas was talking about a multi month bear market
though recently, no. It's so funny to the way you
think. I don't think I'm.
Just I'm just saying that like, like you can say lots of
different things. I my ability to predict stuff
over a long period is almost terrible.
It's like really bad over short periods of time.
I've realized I'm good at good at doing predictions over long
periods. Flash markets are Fernando.
Got it. Yeah, Well, over the next week,
I tend to do really good calls. Like I could be like, like this
is going to rally for a week and.
It's all right. So what's your, what's what
we're Monday. So what do we have, You know
what we should be doing here at Marriott's, we should every
Monday we should have Mando markets which start Monday and
close Friday and we do Mando's markets.
I told you what to buy on the dip.
I told you. So what are we?
What's going on this week? What's Mando's crystal ball for
this week? I think continue to buy Ethan
E's beta. That's that is genuinely my
thought here. I think on Solana, the number of
different coins rallying is a good sign to a certain extent,
but it also means it can get very like PvP, like Fox coin
today. But it felt not that great over
the weekend. And that was like frustrating
because it was like, oh, whiffs, rallying versus Fox coin, all
this sort of stuff. I think ETH is going to
outperform. Yeah, I genuinely do.
I actually I think it might risk adjusted, even outperform the
memes on ETH. But I think it probably makes
sense to own, you know, you know, like remember that this is
this the reason why I say this. Do you remember in the past like
2021 when ETH rallied if you thought you owned ETH beta like
sometimes it just was not a good.
Trade only NFTS ran with it more.
Even Solana went to 250. Everyone was in Solana beta and.
I don't remember 21 saw memes personally.
Speaking no, no, even this cycle, right?
Solana went to 2:50. Right.
Oh yeah, Solana outperformed a lot of its memes, I remember
that. Yeah, so many of the memes,
right. It massively outperformed memes
from. I would be careful buying Solana
beta here too. I agree with you.
I just think when an L1 moves sometimes the trade isn't to own
the L1 beta at least at the start.
Like I think sometimes the move is just to own the L1 and like
Nova is if it goes back 2000, just like double it.
Yeah, I mean, look at this, the salon is breaking out of that
180 range here and eat this. They're both like, really
cooking. So I, yeah, those, those I, I
actually think we're going to get a bit of an eat, as I've
said. OK.
And that's I've haven't said it for a long time.
I'm not saying it. I've been saying I've said it
since Thursday of last week. And I think eat is going to go.
It's like 3500 plus and I think it's a good trade.
Checker for ETH did say that literally last week I said on
here that ETH will be the most hated rally and here we are.
You did say that. But I'm not going to lie, people
have been saying this about ETH for the last 16 months, but this
time is different. And I actually think it too.
We saw some, I mean Pepe, I mean you called it here at 3 billion,
it went from 3 billion to $6 billion.
So clean 2X on on with volume like you could size whenever you
want to Pepe. An X5X in that right?
Yeah, and it's a clean 2X without leverage, right?
So that's really from here. May 6th, which we came on the
show like this. You got you guys got to start
listening to full more. And if you don't, if you don't
share full more with your friends, that means you hate
your friends. It's 92% right here in five days
on and and not on micro cap. We're talking about on the
biggest meme corner of this cycle, right?
What do you guys think Pepe goes on the next round?
I'm curious about that because it went to $12 billion on the
Coinbase listing and you know, these coins tend to just
vertically go once they they break passive last all time
high. My thesis is the cycle.
I think Mando, we talked about this way back then with OV.
We always thought Pepe was potentially like a top 20 coin
this cycle like do we still think that?
What do we think it could go nothing tomorrow guys, if you're
listening, don't like don't don't you know, top blast on
leverage Pepe at 6 billion. But this cycle, like I still
believe PEP is a 25 billion plus dollar coin.
Look, it's Doge is starting to move, which is a good sign for
Pepe and there's a chance, you know, it goes above 10.
I think here that that's my gut like it could go to it goes to
15 ish and maybe come close to ship that that would be kind of.
I think it's the ship, yeah. That would be the, the aim at
least over the next if this continues.
I, I would say that, you know, I've just said, I think risk
adjusted. And by that I mean like you can
sleep at night not knowing you're going to get like a 40%
Wick. ETH is like not a bad trade
here, but I do think the ETH memes are very clean.
There's, there's far fewer of them and they traditionally do
show decent correlation to ETH, at least on the upside.
So and I think like what what are the ETH memes you want to
own right now? It's like right, maybe SPX as
well. Like those are the four and
you're kind of like trails off quite a lot after that.
It's not like Nero and Eve. There's bit there's take a
Bitcoin, I guess if you if you. Want to take that doesn't do a
lot of volume man I I know the thing I know the Mirad thing I I
like mirad. I always was like, hey, Mirad's
cooking, but like Pepe Mog Rector, three different.
For me, it's three different market caps and three different
coins. What do you think, Tyler?
What's your favorite meme ETH? ETH plays here.
Yeah, I think it's those 3. Rect has quickly become one of
my larger positions. I mean, water shout out to Ovie.
He's he's broken into silence. I was talking in this weekend
and he was like, I'm tired of being the silent founder.
Like I'm going to start, you know, talk about right, vocally.
And I was like, to be honest, I kind of think this is, you know,
finally, you know, it's good that you're doing this and he
agrees, right? So it's good.
I feel like it's just this, it's the thought like are we going to
see new all time highs on these on these memes, yes or no?
I mean this one, yeah, because it's.
Close if Pepe goes to new all time high and I feel like that
opens the fog gates for these, at least for the ETH memes
right? Like you have to assume mark
levels up. You have to assume I I think I
mean rec is a little bit different because it's not just
a pure meme, it's also got like the utility factor.
And it's a, it's a company, it's a product.
But I mean, that upside would look pretty big.
And I think SPX is is another one.
There's really not that much. But then like, are we going to
see all time high on all these 2024 soul memes too?
Like, are, are we just going to run all this back like that's
that's supposed to be? So my jaws has been like on the
floor these past four days and I feel like I've been out of
position even though I'm very allocated to this market.
But this is where it's dangerous, right?
Like people want to own all the coins and then, you know, I
think we were talking about this all together.
I think it's good to be bigger in some because they all run
together almost, right? It's only frothy on.
Friday, but then a lot of these still like goats.
Now top five again in the AI board.
It did feel frothy Friday but and I thought it was going to be
a risk off weekend. Totally wrong.
Complete risk on weekends. I sold whatever I sold on Friday
after, you know, we were talking on the Shorty Mando and I was
like, it feels Friday. That's not.
And I agreed whatever I sold on Friday, by Friday evening I was
black all in. There's no other.
That's incredible. We ate on the peanut trade,
which was nice. Shot to Ovie on that one because
he saw the volumes and then he telegraphed that pretty well.
He actually really cooked, so yeah, he did.
He got back in this morning and. Then he did, he did.
And but you know what he did right?
So he he cooked it the long and then he had a sell order,
meaning he went automatically short.
I didn't know. And then he so he went, he went
long, short, long. But I think most of the trade
was done here. You had like, you know, bunk by
a guy like not posting a ticker in this.
And then it went from like 175 to 450.
I sold it like 445 yesterday, so I'm good put on the far coin.
I'm just going to chill now. Got a little quick little trip.
So we stopped trading during trips anyways.
Mendo, we have CPIP, PI99 and whatever the hell.
Like we have some some stuff going on this week in terms of
terms of members. You got inflation metrics this
weekend. I the Fed has kind of told you
that it's not as important. I think they basically said,
look, if we get a little bit of inflation, it'll be transitory.
So I think it'll be barking moving.
I just don't know if it's like, it's not as marking moving as it
could be, let's put it that way. Because I think whatever
happens, people will be like, if it's high, people will be like,
it's only temporary. If it's low, I think we'll
probably rally it like a decent amount.
I think they. Will be low unless they're
cooking the numbers because the the tariffs still haven't hit
yet. Now we have 90 days of data that
the tariffs are going to be 30%. So let's breakdown the tariff
news, right those because we got a there was a lot this morning.
So what exactly happened in China?
Yeah, China said they're going to drop their tariffs to 10%.
OK. We'll cut the retaliatory
tariffs to 10% from 125%. The US is going to drop to 10%
from 125 but then add a 20% fentanyl.
This is a big statement. China commerce minister 11
minutes ago. China U.S. trade talks created
conditions for further bridging differences and deepening
cooperation. Like like, you know how like in
America has been a lot of like flip flopping on like in
statements, like in China, they're like straight cuts,
right? They don't like the bullshit.
So like when they say something, you kind of take it for face
value, right? This is the.
Biggest fight against the trade progress was like, oh you can't
trust what trump is saying but now the China, the Chinese are
all saying the. Same.
The Chinese don't fuck around. Like if anyone's on business
with China, like with Chinese people, they don't fuck around.
Like, you know, if they say something, they say something.
So so I mean he's going after like now there's pressure on EU
because UK trade deal, China trade deal potentially at least
trade talks are going well. EU is going to have to fold
here. Mando I mean it seems like it 70
chess EU is nastier than China you.
Already see that the the chess game change.
He's making his next move. Yeah, he's moving.
He's broke now, prices come down a lot, brought up the weight
loss. There's also drug news instead
of that's different, but that's great news.
By the way. It's hard to be against that no
matter what side of the coin you're on.
So China has agreed to stop fentanyl.
Shoot, Miami is going to be thriving now again.
Make Miami great again. Well, so that's, that's his
lever to bring off that additional 20%, right.
So he's like, we're still hard on this.
He he's staying the course, but now he has that path to kick
that off. Any of Ukraine, Russia, there
was some, well, we've been down that path before.
We thought there was going to be a pause in the ceasefire, but we
got led the wrong way. But we'll see.
It looks like they're agreeing to stop until they meet, which
it does on Thursday. So we'll see what happens on
that front. So, you know, we could be set up
for a good, you know, rest of month May here lads.
So it's just a lot of good news. That's the question.
Like is this a one day pump we're going to correct again
tomorrow or are we going to actually start to to grind up
from here? Trump will speak to G at the end
of the week. Me.
What's up? Here.
We're selling off a little bit here already.
Yeah, a little bit right there. We were consolidating at that
top range all weekend, that one O 4 Mike, So we'll see.
But the good thing is, you know, with your spot, like I think
it's a good place to just chill, you know, and just and just wait
leverage. I don't know, I didn't touch the
lever. I'm not touching the lever
because like what if like majors cool off here, but the needs
just run. So I'm good.
Anyways, I think we're good at the market report here.
We went around the horn pretty well.
Tyler. Let's see what Tyler is that for
us NFT and crypto analysis. Tyler T on FOMO our cause the
kids can't. Read The Bachelor.
Yeah, folks, crypto majors were green this morning.
Looks like we're starting to sell off a bit here after a big
weekend pump. And then on the back of this
China U.S. trade DealNews and other headlines, we've got
BlackRock. They held a meeting with the SEC
Crypto Task Force on Friday to discuss topics like staking,
tokenization, ETF approval and ETF related options.
A lot more news on the Bitcoin acquisition company front.
So David Bailey's new Bitcoin acquisition company Nakamoto
announced they're going to raise up to 700 million now to buy
Bitcoin and they're going to merge with this kindly MD
company that kindly stock was up was up 450% pre market.
That's just the latest example of a major merger to go down
this route, this path. Sailor, he's still buying.
He bought 13,390 Bitcoin for $1.34 billion last week, the 99
eight average. So he's up on the buys
Metaplanet, the Japanese MicroStrategy they bought on
their 12140 Bitcoin that they now have $700 million and a new
Japanese company beat Holdings has raised 34 million to buy
Bitcoin. So they're not stuck.
This is clearly a a major trend and I think there was actually
one other company I saw as well. We also have JD Vance he's going
to be speaking at Bitcoin 2025 in Las Vegas at the end of this
month. That's going to be the first
time sitting VP will headline a major crypto event token AirDrop
protocol news. It was pretty quiet on this
front over the weekend. UST0U S DT0 launched on hyper
liquid. Boop officially ended their
crater AirDrop claim for those who haven't launched tokens.
So they keep messing around with that.
They also teased some new changes coming in the next one
to two weeks. The AI big green up 8 percent,
11.7 billion. Most of the leaders were up 4 to
20%. GOAT was up 35% and now in the
top five. You saw some huge movers like
some of the older ones, Pippin, ABB, Graff, grift up 70 to 100%.
So now people are kind of going down that board and running
those other ones up. Virtual's leading mindshare
wrecked top 2, top three in my Ensure and all the AI right now.
Love to see that in memes. Meme coin leader who talked
about they're up about 5 to 10%. That meme coin market cap up 65%
on the month. I saw the 77 billion.
All the old memes dominated Mudang up 600%.
Goat Walk Peanut Useless was one of the new movers on Solana that
was up 100%. And then Bonk Guy has been
prolific with his calls all over the timeline.
Bonk Guy is he the new Murad? They also made a bonk guy list.
So we have a new meme coin list for the bonk guy memes, so watch
out for that in NFTS and ordinals, folks, Ordinals they
punked finally massive day biggest day in months Puppets up
50% room they're up as well. Pops is up 67 for.
Pops go up baby. Half of Bitcoin puppets like
kiss DS on the lips. Oh yeah.
You too, Tyler. Quite the run up.
Frank Degods announced he's stepping down.
CEO Degods finally made the call.
And then this is not news, but there are rumors, loud rumors
going around about something with the crypto parks project
happening perhaps today. So where did you see that by the
way? Because every chat's talking
about it, but I guess I was asleep or something or in a
meeting or some shit. Just in chats, there's there's
no formal news that has been. There has been.
Tyler gets good. He's, he's with all the fucking
he's. He's in the Cabal, right?
Like, you know, like the FNF. Chat shit like that.
It's him, it's Cyrus. It's it's like there's a little
like easily. Like Sammy?
Use AI dudes like them. Something's going on.
I'm living like 1 super big
voice chat of the most redacted people on earth and that's my my
best friends and that's it. Every else died.
Everything else died over the 60 day law.
Tyler's in the streets. You know he's he's got his boots
on the ground man though. It it still feels like the
timeline is quiet and everyone's gone, which I still think is a a
big bold case like for this next run, like no one's here, no
one's here buying yet. We need more streamers in crypto
though. Also, should we check in on that
punk Bitcoin ratio real quick? I see.
Yeah. I mean, come on, lad.
I mean, hey man, though, you got to give it to the guy.
He's he, he, I, I did say one punk over a Bitcoin.
I want to put that on the record.
I mean punks are 116 and Bitcoin is one O 3.
Yeah, that's the lead. It's going to be great.
So I think we'll continue to open up that lead this oh.
Of course. Pretty violent move.
I mean the ETH move is a huge part of it.
He's up 40%. Yeah, of course, because in in
East, in east it's only up like what 8 ETH, so.
Bottom, Yeah. No Mando, do you have to do your
your your your your picker thing before you go or I know or
Monday? Oh crap, I I'll do it tomorrow.
I'll do it. Tomorrow, tomorrow.
Because I know you have like you're leaving like 4 minutes.
I'll leave like now, Yeah. So we'll do it.
Tomorrow. OK, so we'll do your giveaway
tomorrow. OK, cool.
Just checking in. But Tyler, back to you.
You've got a lot to cover. So punks are running.
I mean, if you don't have if you have a PFP under 100K, you know,
kindly, you know, careful how you speak to me, you know, and
Tyler as well. He's got a he's got a punk PFPI.
Just want to put that out there. If you're rocking up PFP under
100K, please don't let me or share your opinion on my wall.
I don't care what you have to say.
Reality is you don't you need to work harder, move out of your
mom's basement, stack Ethan Soul, buy a few real PFP and
share your opinion. Yeah, that goes to you as well,
Mendel, since you don't have a punk, you know, so, you know,
please, please refer to me as as as you know.
Anyways, Tyler, what else do we have?
There was a lot. There's a lot going.
On should we look at the the Ordinals board while while
Mando's still on? Yeah, yeah, yeah.
Well, we have Mando. We should look at ordinals.
I I really want to look at pups, although they're down a little
bit since this morning. But let's look at the ordinals.
Wow, it's green. And I I do check this every day.
I have not seen numbers like this.
I don't know what caused this, but but clearly some folks
rolled over the magic Eden like we're going to buy, we're going
to buy ordinals today because this came out of nowhere.
I mean pups were point O3 last week.
They're like point O28 or something.
There's 2X from last week is nice.
What's that in? What's that in dollars?
Point O Five 5 * 103,000 is 6005 1/2 K.
What 2.3? E 2.3 E puppets floor is nice.
It was $35,000 a peak. Right.
So they're more than doodles. They're like less than Azuki.
It's like if you kind of put it in that frame.
As it should be. I think it's good.
It's a good position. Yeah.
Wizards are back at .18, So nearly back at their mint prices
Inc. Yeah.
Puppets, man. Screwing it up, nothing crazy.
And then I checked the the runes board.
Oh, yeah. Hold on, hold on.
Let's go there. Well, we still have Mando.
Hold on, Mando. Look at that.
Oh wait, we're. Really nice spending time with
you again. I enjoy your show, Mando I.
Mean these these market caps are very small because I mean dog is
up, dog is 390. Doug never really went on the
200, right? So I mean, it's still hanging
out up there. And then the pups was the big
move. Hey, that just means that if we
get redacted season, Tyler, our bags are going higher.
That's what it means. I we pray, we pray by by a rune
in June and you'll be rich soon, that that's the new time.
OK, by Rune, you got that into that's it by a rune in June and
you'll be rich against, I mean, bongo, we got you on stage.
You kind of become the show's mascot.
You know what this is like your shit here.
You, you're the one reporting on this price every day.
I mean, what? What?
Where's our puppets going? Where our puppets going?
If I rock was right, puppets to one BTC.
It's. Only a matter of time.
I think if that were to happen, it would have to be Q 4/20/25.
Like peak. Sounds about right.
Yeah, it would have to be peak retardio, like, you know, like
Q4 like this. You remember when punks went to
like half a million last cycle? Like NF, like Uzuki was 35 ES
Plonix was 25 + E like like that.
Like that was always my thesis on on ruins.
It's like on not ruins, sorry on on on ordinals, like the few
collections because NF TS are like an endless cycle pump.
Like you know when R blocks was trained like crazy.
It's like after people made their money, they need to flex
it and spend it within the ecosystem.
Like that's what they do now. We'll see if the behavior is the
same. I do think people tend to have
similar behaviors as we've seen with 2424 memes pumping this
weekend, but we'll see. I mean bongo, what do you think?
I mean, let's see your hands raised.
I mean, look at any other NFD ecosystem.
None of them is pumping the way ordinals are.
And when they move, they move together.
Like the whole ecosystem is going to move if it's going to
move and they're going to carry ruins or the other way around.
So I think we've been trading size, size ways since the last
having. So it's been almost a year and
it's, yeah, a pump is near us. I think we're getting there, OK.
A pump is near us. We like that.
Trump just said so Trump is she
Trump said China tariffs won't go back up all the way to 145%
just now so he also said that they will go back up without a
deal. But obviously that's may have
good results out of Istanbul meeting believe both theaters
will be there was thinking about going to Istanbul there's while
he's thinking of going to Istanbul this week to with to
meet with Putin and in Zelensky that.
Would be big. There's a possibility so he said
there's a possibility of him going to stumble if he thinks
things will happen. So that means that if well, he
also said very good things are happening on Iran.
Did many other did the KO did I I this is our Kol dude.
This is the number one hold on. Let me share my screen tab
because it's happening in real time.
I sorry, I know we have your topics, but it's happening right
now very good things happening on Iran.
Trump they are big, they are being very reasonable.
Minute ago he also said Trump many other deals coming in very
good things on Iran and that he may go to Istanbul if the talks
are going well. So if if you're hearing that
Trump is going to Turkey this week, that means Ukraine Russia
talks are going well. I.
Mean if he is able to broker global peace and pull off these
trade deals, it's going to be hard to come up with the the
flood angles. Yeah, like that's going to be
some pretty big accomplishments. This is insane.
Still a long way to go, but it seems that we've had a lot of
progress in very recent in the past week.
I mean, it's like 2 months of this and then it's like all
coming, you know, sort of together right now.
Anyways, I'll, I'll, I'll keep you guys posted if, if we hear
more, but it looks that we have China news, China trade
DealNews, Ukraine, Russian news, potential Iran news and more
trade DealNews. They were saying there's 2425
deals on the table last Friday that they would drop this week
or talk about. So wouldn't be surprised if we
hear more. There's also he's they're
facilitating things in Pakistan and, and India as well as the
war broke out there. So it looks like that also
could, could, could chill out a little bit.
So a lot of good news. Tyler, besides that, what else
do you have for us? I know there's a lot going on.
Oh, and we can take a look at the AI board.
I feel like that's been a huge sector that's been moving here
and in this past week, weekend, I mean virtual's, let's say he's
been leading the way and. The huge they.
Continue to have new good launches.
They're back over $2.00 a token. Wow.
Yeah, 16 ZS back over 400 million goats at 200 million
now. And then what jumped out to me
when I was running through the list this morning is just like
how many of the older tokens, like if you filter by 24 hour
movers, like how how big are the pumps we're seeing in some of
these older ones. So like Pippin of the last
cycle, it's up 95%, AB BS up 70%, Grift is up 60%.
So there's there's dozens that are up 40 to 60% or more.
Well, so it's kind, it's like the the whole sector is moving.
Yeah, I still have your border on my like.
I still have your thing. You made it.
So splat is a new one. That belly one too is doing
good. It's back up from So what's
splat? I think it it's one that it
helps. This.
Yes, it has a well component. I actually have not had a chance
to dig in. The best I need too is on my
list here. Me neither, I have a friend that
just asked me about it like 30. Minutes ago and that's been
touting this one. So shout out to him.
He put it on my radar. And he's cooking.
He showed it at 5 million. It's up 150% since then.
Low volume though, I or that's not the right.
Yeah. I mean, if this is the right
well, there might be more pools. Probably, yeah.
But so, so some, some new movers on the board, the old ones are,
are playing it out again. And it's just a question of
like, are we just going to run this back?
Yeah, we are. Yes, we are.
Yeah, I've been I've been thinking like I'm I'm I'm out of
position for for AI round two, like I've got a couple smaller.
You do have far coin. I I have far coin but.
Like I know you don't count as AI and I don't either, but it's
kind of it still gets bottled in there a little bit it.
Does I mean I I was just so much deeper in it.
What about arcs? Should we run the arc trade
back? I was thinking about this this
morning. Is that 100?
Like. That's a nice little curl
actually. We did tell people you got to
see if people shipped during the time off, right?
Because if they didn't ship last two months, dump it.
But I think it did. For me, it's like, I don't know
that we need like more AI agent launchpads.
So I think you got to have more than that to have like a really
compelling case right now, but maybe it just doesn't matter.
Griffin launched some stuff though.
We remember we talked about this.
I don't have any by the way I can say that but see they they
kept working. They're more like the ChatGPT of
like crypto. So that's a little bit of a more
interesting narrative, I'd say. What's Pippin?
What's this? What's Pippin?
I I forget what Pippin is, I have to go back through all
these and get a refresher. It's a.
It's a framework. Framework or ecosystem?
Yeah. So kind of like your Eliza
style, like this is like a a framework for building AI tools.
One thing though, is something that I heard Mando say on the
Real Vision show last week is you tend to look at the pump and
zoom out and say, oh, there's some more room to run.
It's the wrong way of looking at coins.
And I think Mando makes a good point is don't zoom out and be
like, oh, just because it just ran 70% Wintermute special, it's
going to run another. Like not all coins will run to
their all time highs, which is why I'm not chasing this.
Like, I know what you mean, Tyler.
And I felt that for a hot second this weekend, like, oh, I should
take my far coin, which is a huge position for me, and splash
it around like with and I thought Bonk and Pepe and this
and this. And I was like, no, I'd rather
have one or two strong positions.
Yeah, I think that makes sense. And like spreading yourself too
thin and then just kind of chasing all these old walls.
You're going to be looking at charts all day long anyways.
It's like it's such a bad thing. It's like 11 all one meme, one
major. And then sure, have a wallet for
the degeneracy. Like you said you'd sent a swan
along because you found money in some wallet.
Like shit like that. But I would be careful.
The other news I guess from the weekend was this kind of bonk
guy feels like he's like a in like the Kol.
Do you have a list for him? Did you make a?
Sure do. Share that with me.
Let's let's let me, let me save that.
Where's the spot guy? List.
So we'll we'll see what all gets added to this.
So a couple asterisks. So this is a list that a
community member made and they made it in like the Marad style
based on things that Bonkai has publicly touted.
So these are tokens. But like what I'm saying is
Bonkai did not make this like specific like Marad did.
Like Marad made his graphics, right?
That really started the Marad list.
But he did talk about all these. Yeah, but these are all calls
that Bonkai has made. The other the double asterisk is
it seems like Bonkai is still touting like multiple coins per
day per week. So if he continues to that pace
it, it may not have it. It might impact some of these
these other tokens, but balk is top of the list, of course.
Fart Coin. Floki.
Popcap Peanut. He's a big fart coin.
He's a big fart coin believer. The thing is like this list in a
lot of ways it's kind of structured like the Maraud list
where you've got like the you've got the coins up top like your
multi billion dollar leaders. They've got a similar thinking,
right? You've got a couple in the mid
range and then you've got your handful that are below 100
million. So like, if you if you think
bunk guy is going to is going to make it and like be a a figure
for the for this next meta, this next cycle, some interesting you
you have options, I guess, like right, you you've got different
options, different price points. I've been saying pop cats for a
minute. Like I started caught the far
coin trade. I was like pop cats.
Probably one of them because it was like that, like meme, you
know what I mean? Like if I had to pick another
one to Farko and to like spend some money on them.
So I I would have picked pop cat personally.
But The thing is, if I'm in Farko, I need to be both.
That's how I see it on mirage list.
I don't know. I mean, what would you buy any
of the low tier ones that are in there?
Like would you rebuy lock in, for example?
So that's up a lot from its lowest, but would you buy it
again? Like it's it went to 60, these
went to four. I sold that at 110.
I don't know that's. Insane.
Like if you're going like if you're looking for Flyers, a
flyer unlock 15,000,000 seems fine.
Like what's your downside? You're right.
Like RR, let's say you had, let's say you have 100 grand and
you're picking 10 coins at $10,000 each.
Maybe you do throw out all of these.
Yeah, at all of his list, right? And my favorites on his list,
I'd say the SPX still is up there.
I like, I mean, we, we like Mog a lot.
You still have that position on. Yeah, I'm I'm thinking about
adding it, adding to it. I did on the dip yesterday
because it went like 4:30 because it ran before so I just
added for fun. I had some like stables laying
around. This is not stable season for
me. This is full risk on every penny
I find in the wallet goes into the market season.
Actually, I don't love the middle of this list.
Like I don't love Gig. I don't love the ticker Bitcoin
anymore. I think that's kind of.
Played. If I were to buy his list,
either I'd go big on the top three or I go light on the
bottom three. That's how I see it.
Yeah, yeah, I like that. That's how I would look at it.
Maybe not USA coin though. And that crazy run.
Yeah, no, I wouldn't do that. But like Mini either.
I never liked Mini. I like lock in the most on the
on the low end. I guess locked like this morning
I posted a lock in me but it wasn't coded.
It's just I have this meme of me and I posted usually on Mondays
and they were still people like shilling lock in I think, which
is usually kind of a good thing. But Vedimo is still around.
I mean, Vedimo is never going to go anywhere.
He's got that Brian Johnson PFPI.
Love it. Oh no, he changed it.
He had to like nightgown Brian Johnson PFP, which is great.
I changed my PFP this weekend. You like it?
Oh yeah, I didn't even notice this.
How about that? And I changed my banner like my
banner. That's a good one.
Good banner. Yeah, I like that better.
The MOG team, the MOG crew made me a little nice little PFP and
I thought, you know, Speaking of PFPS, which has nothing to do
with PFP, there it is. Speaking of PFPS, the code today
is green, GREEN, if you want to make some money on green is the
code. So raffle ball dot XYZ code
green. You have to sign up on me.com
using the formal hour code and you have to place the bet.
If you don't place the bet and if your account is not public,
you can't win. So make sure you do the
following and you will be able to win.
Tyler, we still have time for a couple more news if you have
some stuff. Oh Frank, to gods he's he's
finally done. Saw that?
Let's go to this page. He's he's stepping down as the
CEO of the guys. I don't think this comes as a
huge surprise to anyone. I think it's probably the right
decision. Yeah, ever since the whole meme
coin fallout, Libra scandal. What?
And I don't know how how involved or not Frank.
What? So these are not allegations by
any means, but clearly he is. I mean.
He didn't tweet since then. He hasn't tweeted since then.
He's not on the timeline. It it makes sense to to turn
this over to someone else and he says the story isn't over.
This is interesting right? Like I I'm not familiar with
with chill and and pasta got sauce.
I'm not familiar with these. Pasta's dope.
He's been doing all the clips and all that he's been.
He's cool. Pasta's dope.
And we've seen NFT projects have real success with their their
second with after takeovers. I mean, you guys are up 20% on
that news. I mean, you guys artists, I've
always said this, the art's great like they are, they are
cool NFTS and like there's symbolic of a certain era.
Where's my D God? There it is.
Still have one? So I can see even just as a
collectible, I think they've got a, a decent floor.
And then now it's a matter of, OK, what are the, the, these
new, these new guys going to do with it?
And dedicate 3 years of sleepless nights trying to make
D Gods in you to success. I'm proud of the work I did.
I'm excited to hang in the rain to the team and watch them cook.
Maybe we'll look back at this fixation of Frank D Gods at the
thing that was holding us back. At times, I felt like the hate
was overdone, but I get it. It's funny.
It gets clicks. And deep down, the people doing
it feel like they're protecting the industry they love.
For the record, I'm not on the run.
There are no investigations because I have never done
anything illegal. No, he's playing poker.
It's chilling. That's the boring truth.
Sounds corny, but the best part of the last few years wasn't the
money or clout. It was meeting some of you made
some real friends. It's been fun.
Time to finally hit the gym. Thanks for everything.
Hit the gym. Fuck yeah.
Frank. Let's go.
Thanks for everything. Keep trying.
Shit. I will say what I've said over
and over again, whether it's on the show or in private, I think
Frank is much better creator than he's a founder.
And I mean that in the best way. Frank is one of the most
polarizing and best creators in crypto in terms of a creator
standpoint. And the numbers don't lie.
So I know I'm right in that sense, right?
He's amassed 418,000 followers, right?
So you don't just get to 400,000 followers and been there, done
that like that. It takes a lot of work and then
means that you're good at what you do.
And so there's reason why people talk about them a lot, similar
to how people have talked about me a lot in the past or even
you're you're you're you're on a crazy run this cycle, Tyler with
your content. So there's a reason why you have
you have a lot of followers as well.
But I think Frank is one of the best creators in space and I
think that it it was really just much better.
Now founder wise, I don't know, right?
There's been a lot of missteps and miss polycommunications and
misdirections and on the D gods front from a from a higher up
standpoint, and that's always going to be the founders fault.
All right, Like at the end of the day, frog radio when even
when it was not doing great or I was getting fun in this and that
it's good to look in the mirror and and sometimes see that you
may be the problem, which I was and probably he is and he was
and I like that. He's just sort of like making
that move. I think it's smart.
I think the God's community deserves a lot because a lot of
them have held like crazy like Mark and all those guys.
And I think that this is probably for the better.
It's probably a good time actually to announce this.
And he could just be the creator.
He should be just a full blown to gods community member now
creating. He should get back to streaming.
He should get back to like talk about D gods pumping D gods
without being the founder. You know what I mean?
Yeah, I mean, that would be a great outcome.
And I think this also shines a light on how difficult of a job
it is to run an NFT project. For, but it's a, it's a company,
right? It's running a company.
It is, but it's also a very specific type of company.
Oh, shit. Hold on.
We have breaking news. I'm sorry, Frank.
I'm sorry, Frank.
Rogue radio breaking. News creator Revenue sharing is
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Holy shit. This.
Is big. This is breaking news.
They're going to copy every good feature that any of their
competitors come up with, like I will the school season.
Great that. Holy shit, this is big.
This is big. I know what we're talking about.
As big as Welsh out to Frank. By the way, I wish you the best.
I know you're doing well because I've heard you playing some good
poker these days, but this is fucking big, yeah.
It's big pump fun. Is still the winner the leader?
Woo. Sand the trenches, baby
USAUSAUSA the. Only the only real bull case you
you could say for these other platforms was the incentives
were better for creators to go along with the.
Platforms. They had the revenue share.
It's over, It's over. There's no competition.
There is no competition to pump fun.
I have no skin in the game. I'm not an investor.
I'm not an advisor. I never lost a coin.
I'm not going to launch a coin. I barely trade on pump fun my
whole life. Pump fun.
There is no second best. There is no second best.
I agree, right now I'm still I'm still thinking through how Blur
stole open seas mindshare after others.
But they're dead and open seas back number one But but.
They got the throne. They took the throne.
For a. Couple years.
You're right, but. I'm not closing the door.
The competitor. There's no second best.
But we don't have a competitor out there right now that's going
to do it. How do I earn?
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Pump swap specifically by the way, no, you only start any fees
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So it's not retroactive. So a lot of coins are about to
launch. How do I claim my rewards go to
pumped up phone login. Nah Nah Nah, claim store
rewards. There it is.
They're showing you on this video that I'm sharing.
Wow, it's time to sign up to weekly wisdom again.
So. And just pump swap.
Correct pump swap, not radium, not Meteora, not any other pool
pump swap and not retroactive. So grain of salt on all the
this. So like Pop Cat did 50 million
in volume yesterday, but that was not and that's not, it's not
a pump swap token because it was made before.
Correct. I'm trying to pull up pump swap
volume here. Give me.
I just want to try. I just want to get a feel for
what they're doing. Can you can you put it by pump
swap on pump font or it's all pump swap now on pump font?
It it automatically goes to pump swap if you launch new pump
coins. I want to ape a shit coin right
now, like I want to graduate something.
What are we graduating chat? It's just launch one no?
No, no, hold on. OK, Pause.
Never mind. Never mind, never mind.
We're not graduating shit.