1 00:00:05,240 --> 00:00:09,720 Good morning. Good morning everyone, GMGM and 2 00:00:09,720 --> 00:00:13,200 welcome to another episode of FOMO. 3 00:00:13,200 --> 00:00:18,840 Our today your day is Tuesday, June 24, 2025. 4 00:00:19,400 --> 00:00:23,120 Folks, it was, it has been an eventful start through the week 5 00:00:23,200 --> 00:00:26,280 to say the least. There is a ceasefire on the 6 00:00:26,280 --> 00:00:29,040 table. It's sort of been broken a few 7 00:00:29,040 --> 00:00:31,840 times. Trump is cussing as he's 8 00:00:31,840 --> 00:00:34,320 describing the situation. Meanwhile, markets are 9 00:00:34,320 --> 00:00:38,320 rebounding fiercely. And so we are asking today, is 10 00:00:38,320 --> 00:00:42,480 the war bottom behind us or are we in for more pain? 11 00:00:42,480 --> 00:00:44,440 We're going to break it all down on today's show. 12 00:00:44,720 --> 00:00:47,320 No for Oak, he's out all week. But we got Mando and Logan in 13 00:00:47,320 --> 00:00:49,880 the house, boys. How you doing, Jim Mando? 14 00:00:51,040 --> 00:00:52,920 GM man, I am. I'm doing good. 15 00:00:52,920 --> 00:00:54,480 I'm doing good. My birthday yesterday. 16 00:00:54,920 --> 00:00:58,960 I've just been catching up with stuff today catching strays. 17 00:01:01,240 --> 00:01:05,640 Catching strays from rival casino products and and articles 18 00:01:05,680 --> 00:01:10,200 being written it seems things you hate to see but loved your 19 00:01:10,200 --> 00:01:14,000 response. Yeah, well, I woke up after my 20 00:01:14,000 --> 00:01:17,800 birthday check CT, but I'd do some positive tweets. 21 00:01:19,840 --> 00:01:22,240 Well, the shirt is on today. He's taking marriage very 22 00:01:22,240 --> 00:01:24,360 seriously, folks. We've also got Logan on with us. 23 00:01:24,400 --> 00:01:25,800 Always serious. Logan, Jim. 24 00:01:26,040 --> 00:01:28,360 Hey, good morning. I missed the birthday. 25 00:01:28,360 --> 00:01:31,000 I'm sorry, Mando, happy birthday, I belated at this 26 00:01:31,000 --> 00:01:34,680 point. Yeah, I'm 34. 27 00:01:36,280 --> 00:01:39,120 Nice. I I normally tell people I'm not 28 00:01:39,120 --> 00:01:42,400 much of AA birthday person, so I typically default to 29 00:01:42,400 --> 00:01:45,120 congratulations on being old. It's kind of like my little 30 00:01:45,120 --> 00:01:47,480 thing for so Congrats on being old. 31 00:01:48,080 --> 00:01:49,800 Nevertheless, I'm I'm doing well here. 32 00:01:49,800 --> 00:01:52,800 It's extremely hot. One more time market following 33 00:01:52,800 --> 00:01:56,080 in kind today. Indeed, we're we're finally 34 00:01:56,080 --> 00:01:59,200 going to get past the heat. I think in the mid 30s, mid 30s 35 00:01:59,200 --> 00:02:03,200 are great. It's like the body typically 36 00:02:03,480 --> 00:02:06,160 holds up to the 30s. I feel like 40s when things 37 00:02:06,160 --> 00:02:08,280 start to get a little, a little iffy. 38 00:02:08,280 --> 00:02:10,560 That's what that's what I'm saying. 39 00:02:10,600 --> 00:02:13,560 So enjoy it. Hopefully you had a good one, 40 00:02:14,280 --> 00:02:16,160 folks. What are we talking about on 41 00:02:16,160 --> 00:02:17,600 today's show? We're going to start with 42 00:02:17,600 --> 00:02:19,560 Mando's market report. We've got this week. 43 00:02:19,560 --> 00:02:23,040 I response against the US. We got the ceasefire. 44 00:02:23,040 --> 00:02:26,760 Is it going to last? We saw huge moves across majors, 45 00:02:26,800 --> 00:02:30,120 alts and memes on the back of that circle punch more 46 00:02:30,120 --> 00:02:32,720 yesterday, maybe cool enough. It was actually open to red 47 00:02:32,720 --> 00:02:35,600 today. Trump, it's cruising the 80 48 00:02:35,600 --> 00:02:39,200 billion in stables. We had seven at least seven 49 00:02:39,200 --> 00:02:41,320 different corporate treasury announcements yesterday. 50 00:02:42,040 --> 00:02:44,560 Texas is becoming the first state to buy Bitcoin. 51 00:02:45,280 --> 00:02:48,760 The the Housing Authority in the US now studying crypto as 52 00:02:48,760 --> 00:02:51,040 collateral. That was a big one a couple big 53 00:02:51,040 --> 00:02:55,000 raises, one on mega ETH and now one from Polymarket breaking 54 00:02:55,000 --> 00:02:58,040 before the show yesterday. We missed those NFTS and 55 00:02:58,040 --> 00:03:00,120 Telegraph sticker sales. We might dive into that later 56 00:03:00,120 --> 00:03:02,800 today as well. So we've got a lot to cover 57 00:03:02,800 --> 00:03:05,360 before we dive in Shout out to our partners starting with 58 00:03:05,360 --> 00:03:08,320 wallet connect wallet connect is the connectivity network shaping 59 00:03:08,320 --> 00:03:11,240 the future of on chain UX. 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And Kraken Pro gives active 65 00:03:27,120 --> 00:03:30,520 traders exactly what they need, deep liquidity, full 66 00:03:30,520 --> 00:03:33,640 customization and 350 plus trading pairs. 67 00:03:33,720 --> 00:03:36,800 Build your own layout with drag and drop modules and train 68 00:03:36,800 --> 00:03:39,240 seamlessly across desktop or mobile. 69 00:03:39,520 --> 00:03:43,840 Go to pro.kraken.com and trade without trade-offs. 70 00:03:44,440 --> 00:03:47,480 All right and up, if you're ready, let's get into it. 71 00:03:51,040 --> 00:04:01,160 Oh, is that music? You dig? 72 00:04:02,240 --> 00:04:05,680 It GM everyone so yeah we probably a good day all round 73 00:04:05,680 --> 00:04:10,800 feels like we're getting closer to the end of Israel versus Iran 74 00:04:11,200 --> 00:04:13,960 situation Trump has been calling it the 14 day war. 75 00:04:14,440 --> 00:04:19,279 There is a loose ceasefire in place now. 76 00:04:19,440 --> 00:04:24,600 There's been ceasefires before between is from Hezbollah and 77 00:04:24,600 --> 00:04:27,080 Israel, Hamas and and they've been broken before. 78 00:04:28,720 --> 00:04:33,040 The one they do, they tend to have periods of like just after 79 00:04:33,040 --> 00:04:37,160 the ceasefire, both both plain, you know, to have broken it. 80 00:04:37,160 --> 00:04:40,520 And then normally a few days later things start to like cool 81 00:04:40,520 --> 00:04:43,120 down. So hopefully we've got probably 82 00:04:43,120 --> 00:04:46,560 another 2448 hours of they did this. 83 00:04:47,240 --> 00:04:50,920 And then maybe after that it will it will calm down. 84 00:04:50,920 --> 00:04:54,080 I've never seen Trump as animated as he was getting into 85 00:04:54,080 --> 00:04:59,480 the is the helicopter a plane? Definitely seems like he's not 86 00:04:59,480 --> 00:05:01,880 happy at this ceasefire breaking down. 87 00:05:01,880 --> 00:05:04,680 Must must not have slept that much I imagine over the last few 88 00:05:04,680 --> 00:05:08,240 days Trump. But it does feel as though we're 89 00:05:08,240 --> 00:05:12,080 getting towards the end of this, which I think is is a good 90 00:05:12,080 --> 00:05:15,600 thing. I think on the table now really 91 00:05:15,600 --> 00:05:18,920 as if this now turns into a broader peace process. 92 00:05:19,160 --> 00:05:26,920 Remember, Israel, Israel has has been fighting a mass Hezbollah, 93 00:05:26,920 --> 00:05:31,680 Iran, many of them are seen to be Israel proxies, the Houthis 94 00:05:31,680 --> 00:05:33,560 as well. So if there is going to be a 95 00:05:33,560 --> 00:05:36,840 peace process here, I think there will be an aim to try and 96 00:05:36,840 --> 00:05:40,640 do it across everything. And that might take a little bit 97 00:05:40,640 --> 00:05:44,240 longer, but I think that will be the aim of negotiators for sure 98 00:05:44,440 --> 00:05:47,000 here to try and put a bed to kind of everything. 99 00:05:49,040 --> 00:05:53,600 So I think that's it. I think that will be probably a 100 00:05:53,600 --> 00:05:57,600 win for for kind of all sides. I think. 101 00:05:59,320 --> 00:06:03,960 I think in terms of markets, we had a bit of a rally, but like 102 00:06:03,960 --> 00:06:07,080 stocks never really sold off. So it wasn't really like a a 103 00:06:07,240 --> 00:06:08,400 thing that really affected stocks. 104 00:06:08,400 --> 00:06:12,520 The main mover has been oil, which is down a decent amount. 105 00:06:12,880 --> 00:06:19,120 I think you had also other Gulf nations pumping a lot to kind of 106 00:06:19,120 --> 00:06:21,240 Quelvis Trump was saying that yesterday. 107 00:06:21,640 --> 00:06:25,280 So the fact that this is already over kind of points to the idea 108 00:06:25,280 --> 00:06:28,800 that, yeah, oil isn't going to gap up. 109 00:06:29,600 --> 00:06:34,280 I think. I think it also puts, I think 110 00:06:34,280 --> 00:06:37,960 oil is also pricing the idea of like maybe a wider peace process 111 00:06:37,960 --> 00:06:41,680 now after this as well, which would which would also take it 112 00:06:41,680 --> 00:06:44,800 lower. So, yeah, tough to be tough to 113 00:06:44,800 --> 00:06:47,720 be long on oil into the headlines that we got yesterday. 114 00:06:47,720 --> 00:06:51,400 I think, I think I think they're pretty bad if you if you're 115 00:06:51,400 --> 00:06:55,840 looking for geopolitics to flare up again in terms of macro 116 00:06:55,840 --> 00:07:00,120 stuff, there's been some light indications from Fed officials 117 00:07:00,120 --> 00:07:06,240 again that the July, that the July rate meeting might might be 118 00:07:06,240 --> 00:07:08,920 in play. So it'll be interesting how that 119 00:07:08,920 --> 00:07:12,000 develops over the next few weeks. 120 00:07:12,040 --> 00:07:15,240 I don't think it will be, but it's yeah, let's let's see that 121 00:07:15,240 --> 00:07:18,760 they are surging that at least we will get one odds at least 122 00:07:18,760 --> 00:07:21,160 assuming that we'll get one by September. 123 00:07:22,400 --> 00:07:26,480 But yeah, let's see, let's see how that one unfolds. 124 00:07:27,240 --> 00:07:29,800 In terms of crypto, it was mainly just more treasury 125 00:07:29,800 --> 00:07:31,200 headlines. The biggest one was probably 126 00:07:31,800 --> 00:07:36,200 Pomp known for the Pomp podcast raising 750 million looks like 127 00:07:36,200 --> 00:07:39,240 to buy Bitcoin. There's a weird like corporate 128 00:07:39,240 --> 00:07:41,560 structure around it feels like it's a merger at the same time 129 00:07:41,560 --> 00:07:44,360 with another company. So they're basically raising 750 130 00:07:44,360 --> 00:07:46,400 million to buy Bitcoin, which is a good sign. 131 00:07:46,400 --> 00:07:50,440 And then Texas, Texas coming in going to buy 10 million Bitcoin, 132 00:07:50,440 --> 00:07:56,040 which is pretty wild of a state of that size, which which you 133 00:07:56,040 --> 00:08:01,720 think is quite, quite a big step change I think in how people 134 00:08:01,720 --> 00:08:04,440 will be crypto. And again just means that we'll 135 00:08:04,440 --> 00:08:06,680 see more and more of these treasury style companies. 136 00:08:07,560 --> 00:08:11,680 And I think that's going to be, I think that's going to be taken 137 00:08:11,680 --> 00:08:15,400 very, very positively on, on macro. 138 00:08:15,400 --> 00:08:18,720 I think we just had consumer confidence, but nothing there 139 00:08:18,720 --> 00:08:20,520 will will move the market that much. 140 00:08:20,640 --> 00:08:25,280 We had Tesla come out I think and, and announced their robo 141 00:08:25,280 --> 00:08:27,920 taxes are coming. So that's kind of taking NASDAQ, 142 00:08:28,160 --> 00:08:31,800 NASDAQ car yesterday and today, but pretty quiet I think 143 00:08:32,360 --> 00:08:37,280 overall, overall there. But yeah, same same trend of 144 00:08:37,280 --> 00:08:38,600 treasury companies buying Bitcoin. 145 00:08:39,840 --> 00:08:42,080 Oh, the metaplanic also said they're going to buy 5 billion 146 00:08:42,080 --> 00:08:43,600 as well. I think so for good measure. 147 00:08:46,200 --> 00:08:49,240 So yeah, that's it. Yeah, the, the corporate 148 00:08:49,240 --> 00:08:53,240 treasury stuff was, was wild. I'll, I'll just run through the, 149 00:08:53,240 --> 00:08:56,320 the list that I had for, for my newsletter. 150 00:08:56,320 --> 00:08:57,840 I, I just put it in its own section. 151 00:08:57,840 --> 00:09:01,640 There were so many. So Pomp announced his $750 152 00:09:01,640 --> 00:09:04,320 million raise Bitcoin company. We had this company called 153 00:09:04,320 --> 00:09:08,400 Sequans Communication. I think it's a semiconductor 154 00:09:08,400 --> 00:09:10,200 company. They're going to raise 380 155 00:09:10,200 --> 00:09:14,440 million to buy Bitcoin. We've got this former hedge fund 156 00:09:14,440 --> 00:09:17,280 Coral Capital. They're raising 100 million to, 157 00:09:17,320 --> 00:09:22,800 to, to start up AB and B style treasury company. 158 00:09:22,880 --> 00:09:25,360 Sailor. We, we had his headline 245 159 00:09:25,360 --> 00:09:28,560 Bitcoin last week. Metaplanet bought 1100 last 160 00:09:28,560 --> 00:09:31,520 week. They now have 11,000 bitcoins. 161 00:09:31,520 --> 00:09:33,400 So if folks haven't been following Metaplanet, they have 162 00:09:33,400 --> 00:09:36,160 been. I think they, I think they're #2 163 00:09:36,160 --> 00:09:37,920 I don't have the data in front of me, but they have to be 164 00:09:37,920 --> 00:09:39,760 close. Do you know what Metaplanet 165 00:09:39,760 --> 00:09:41,720 does? They buy Bitcoin, no. 166 00:09:42,280 --> 00:09:46,040 No, they do hotels in Japan. Yeah, they have like a Bitcoin 167 00:09:46,040 --> 00:09:48,760 hotel. I, I looked that up a while ago. 168 00:09:48,760 --> 00:09:50,880 It's, I mean, par for the course. 169 00:09:51,360 --> 00:09:53,360 They didn't. They just had failing hotels and 170 00:09:53,360 --> 00:09:54,800 then they they pivoted to Bitcoin. 171 00:09:56,280 --> 00:10:00,400 And now they're hotels are doing better, I bet their stock ones 172 00:10:00,440 --> 00:10:02,600 has been doing quite well, I believe. 173 00:10:04,640 --> 00:10:05,440 Yeah. So what's up? 174 00:10:05,600 --> 00:10:07,880 Sorry to interrupt you, Tyler. No, no, no worries. 175 00:10:08,080 --> 00:10:09,680 It is. That's right. 176 00:10:09,680 --> 00:10:12,120 It's like. A hot they're like the whole the 177 00:10:12,120 --> 00:10:15,080 failed Holiday Inn of Japan decided that they were going to 178 00:10:15,080 --> 00:10:17,960 get in involved and buy Bitcoin and now everyone's heard of 179 00:10:17,960 --> 00:10:19,840 them. But they're like in in Japan, 180 00:10:19,840 --> 00:10:21,840 they're probably just known as like that weird place you once 181 00:10:21,840 --> 00:10:24,880 got a hotel in in some rogue city in the US. 182 00:10:26,200 --> 00:10:27,880 That's that's kind of what they are. 183 00:10:28,600 --> 00:10:31,920 Now they're worth 920 billion GP wise. 184 00:10:31,920 --> 00:10:33,720 What's GP wise? USD. 185 00:10:35,520 --> 00:10:37,360 About 150 now all. Right. 186 00:10:37,400 --> 00:10:44,000 So they're not, it's not huge. So it's like 635 million or 187 00:10:44,000 --> 00:10:48,000 something. It's one way to, to go about it, 188 00:10:48,000 --> 00:10:50,360 certainly. And then Trump media was another 189 00:10:50,360 --> 00:10:53,160 one. Not like it wasn't new news, but 190 00:10:53,160 --> 00:10:55,080 they basically confirm their plans. 191 00:10:55,560 --> 00:10:58,400 They're going to do 2.3 billion. They're also going to do a $400 192 00:10:58,400 --> 00:11:02,200 million share buyback. So they are they're flushed with 193 00:11:02,200 --> 00:11:05,840 capital and they're finding ways to to use it. 194 00:11:06,240 --> 00:11:09,760 At least that seems to be the the trend there. 195 00:11:10,320 --> 00:11:12,880 The the rates move was a big one I was watching yesterday. 196 00:11:12,880 --> 00:11:18,600 So Bauman came out with some very dovish comments, basically 197 00:11:18,600 --> 00:11:24,040 said inflation has been pretty low and we're open to cutting as 198 00:11:24,040 --> 00:11:28,480 soon as July. And yesterday to the CME odds 199 00:11:28,480 --> 00:11:35,480 popped to 23% for July cut, which was a 50% move. 200 00:11:35,600 --> 00:11:38,480 But then Powell came out this morning and kind of squashed it 201 00:11:39,360 --> 00:11:43,800 and said, I'm not in a hurry to to do anything. 202 00:11:43,880 --> 00:11:48,200 And yes, inflation is low, but we know these tariffs are 203 00:11:48,200 --> 00:11:52,280 looming and they can still spike inflation. 204 00:11:52,280 --> 00:11:55,680 So this was actually one of my questions for you it. 205 00:11:57,280 --> 00:12:01,200 Does have everyone had to vote? So although he has the deciding 206 00:12:01,240 --> 00:12:04,400 vote, I'm just trying to put respective that like it, it 207 00:12:04,400 --> 00:12:08,080 probably puts on the card the September rate card if enough of 208 00:12:08,280 --> 00:12:10,200 the members think they should be a rate cut as well. 209 00:12:11,080 --> 00:12:13,040 Yeah, I mean it's definitely it's heavily favored. 210 00:12:14,080 --> 00:12:17,760 I mean we're we're looking at 66% for one, 12% for two. 211 00:12:18,600 --> 00:12:23,080 So a massive favorite for a rate cut September, which I think is 212 00:12:23,080 --> 00:12:27,680 the consensus view right now is that we probably will not see 213 00:12:27,680 --> 00:12:31,800 one this summer, but the odds in July are are increasing. 214 00:12:31,800 --> 00:12:35,000 It's still a lot of time. I think the big one for me. 215 00:12:35,000 --> 00:12:36,840 So I'm starting to think of like what is the next summer 216 00:12:36,840 --> 00:12:37,920 catalyst? We kind of talked about this 217 00:12:37,920 --> 00:12:43,120 yesterday a little bit. If the war is behind us, what's 218 00:12:43,120 --> 00:12:46,040 next? I'm wondering if it's this July 219 00:12:46,040 --> 00:12:50,400 9th tariff deadline so that the 90 day pause that Trump put in. 220 00:12:51,280 --> 00:12:53,920 I believe that that comes up July 9th. 221 00:12:55,840 --> 00:12:58,480 And the reality is we haven't had a whole lot of progress on 222 00:12:58,480 --> 00:13:01,080 trade deals. I think the US got one done with 223 00:13:01,080 --> 00:13:04,040 the UK and that's pretty much it. 224 00:13:04,560 --> 00:13:10,880 So. I think, I think China, I mean, 225 00:13:10,880 --> 00:13:12,480 The thing is they'll just extend, right. 226 00:13:12,480 --> 00:13:14,600 If there's, if there's nothing on the table, like there's 227 00:13:14,600 --> 00:13:15,720 certainly been a lot on the table. 228 00:13:15,720 --> 00:13:21,000 It feels like the EU is becoming the more difficult one, which 229 00:13:21,400 --> 00:13:25,240 maybe is expected, but but I think we'll see trade deals. 230 00:13:25,240 --> 00:13:26,400 I just don't know how many we'll see. 231 00:13:28,520 --> 00:13:30,480 I, I, I don't know. I was thinking about that today, 232 00:13:30,480 --> 00:13:35,120 like in terms of the big geopolitic flare ups, right? 233 00:13:35,200 --> 00:13:41,200 Like what could really go wrong? Middle East is always there, but 234 00:13:41,400 --> 00:13:46,240 but there is somewhat of a light of the tunnel for the 235 00:13:46,240 --> 00:13:50,240 second-half of this year that you could get some sort of a 236 00:13:50,280 --> 00:13:56,240 deal in place. And let's see Ukraine, Russia. 237 00:13:57,960 --> 00:14:01,040 I do think that one of the by products of what Trump just did 238 00:14:01,480 --> 00:14:04,400 is that he's he's shown that he's he's not just a talker. 239 00:14:06,400 --> 00:14:09,280 You know, there's before there was a lot of like he never does 240 00:14:09,280 --> 00:14:11,080 anything, you know, he just he's all talk, right. 241 00:14:11,520 --> 00:14:16,040 I do think that with Russia, Ukraine, you'll get a peace deal 242 00:14:16,200 --> 00:14:22,200 as well in the coming months. And and then you really just 243 00:14:22,200 --> 00:14:24,680 left with Taiwan. I was thinking to myself, I was 244 00:14:24,680 --> 00:14:28,080 like, is, is that The thing is Taiwan the next one? 245 00:14:30,560 --> 00:14:33,240 I don't know, I don't know. China didn't get involved. 246 00:14:33,240 --> 00:14:35,840 Maybe maybe they they decide it's time. 247 00:14:36,280 --> 00:14:39,800 That's the only other like really big one on the horizon, 248 00:14:39,880 --> 00:14:42,480 if you don't count like the horrific civil wars going on in 249 00:14:42,480 --> 00:14:46,120 Sudan and and some of the other African nations at the moment. 250 00:14:46,120 --> 00:14:51,400 But that's like the the big one that would cause markets to to 251 00:14:51,400 --> 00:14:55,760 massively flare up. Let's see how the ads are 252 00:14:55,760 --> 00:15:00,200 turning. So I think a lot of sharper 253 00:15:00,280 --> 00:15:04,640 geopolitical experts that I follow still have China invading 254 00:15:04,640 --> 00:15:08,320 Taiwan, as is one of the bigger items to look out for. 255 00:15:10,560 --> 00:15:13,280 I wouldn't call it a favorite outcome, but they think it's a 256 00:15:13,280 --> 00:15:17,040 very real chance of it happening Now that that's at some point 257 00:15:17,120 --> 00:15:19,000 that's not in this year. They're not trying to predict 258 00:15:19,000 --> 00:15:20,360 exactly when it's going to happen. 259 00:15:21,480 --> 00:15:22,800 That does feel like the next one. 260 00:15:22,800 --> 00:15:27,120 So I think we we want to fade that from a geopolitical 261 00:15:27,120 --> 00:15:28,800 standpoint. I think from a domestic 262 00:15:28,800 --> 00:15:33,600 standpoint, it's really just inflation driven by the tariffs. 263 00:15:33,600 --> 00:15:36,400 Like we need tariff deals or delays. 264 00:15:36,400 --> 00:15:40,800 Like I'm trying to think of like what else goes wrong? 265 00:15:40,800 --> 00:15:42,280 Like what throws a monkey wrench in? 266 00:15:42,280 --> 00:15:43,600 This well, there's always something, isn't there? 267 00:15:43,680 --> 00:15:47,360 There's always something, I don't think many of us saw this 268 00:15:47,360 --> 00:15:50,920 coming two weeks ago when Bitcoin was sitting at 110K and 269 00:15:50,920 --> 00:15:55,720 it was at 2800. I did not see this escalation 270 00:15:55,720 --> 00:16:00,720 coming. I really, I really do start to 271 00:16:00,720 --> 00:16:02,720 think about these things. I'm just like, what is the 272 00:16:02,800 --> 00:16:07,800 thing? You know, you could, you could 273 00:16:07,800 --> 00:16:09,280 get a significant terrorist attack. 274 00:16:10,000 --> 00:16:14,280 That's what you could get here. That that's still on the table. 275 00:16:14,280 --> 00:16:17,880 I don't know, in like a Western nation that I think, I think 276 00:16:17,880 --> 00:16:23,760 that that that could happen to like derail a, a peace process 277 00:16:23,760 --> 00:16:27,440 potentially. I don't know how significant, 278 00:16:27,560 --> 00:16:30,760 but like that, that, that that could be on the cards. 279 00:16:30,800 --> 00:16:41,040 And then yeah, like it would have to be, we've got tariffs, 280 00:16:41,040 --> 00:16:42,960 which I, I think we're at Max tariffs. 281 00:16:42,960 --> 00:16:46,040 You know, I think they're probably going to come down from 282 00:16:46,520 --> 00:16:49,160 tariffs. It would really have to be like 283 00:16:49,160 --> 00:16:51,760 a bit of a, it would have to be rates going higher. 284 00:16:51,760 --> 00:16:53,640 I think would be the only thing that would really scare the 285 00:16:53,640 --> 00:16:57,120 market here if 10 year keeps going past 5%. 286 00:16:58,600 --> 00:17:01,080 Now it didn't really scare it that much. 287 00:17:01,560 --> 00:17:02,960 That was the first half this year. 288 00:17:02,960 --> 00:17:08,119 But I do think there's a level the the US pays three nearly $4 289 00:17:08,119 --> 00:17:14,040 billion a day in in interest rates, interest payments, just 290 00:17:14,040 --> 00:17:15,680 just to be very, very clear about that. 291 00:17:15,720 --> 00:17:22,079 Like that is an absurd figure, absolutely absurd. 292 00:17:24,079 --> 00:17:26,839 Talk about like how much was given to Ukraine, right? 293 00:17:27,520 --> 00:17:30,280 About 40 billion, I think, or maybe close to 80 billion. 294 00:17:30,280 --> 00:17:33,000 That's like a month or two of interest payments. 295 00:17:34,680 --> 00:17:40,520 Like it is absurd how big the US interest rate payments are right 296 00:17:40,520 --> 00:17:43,840 now. And I think if they were to go 297 00:17:43,840 --> 00:17:47,680 up to like five 5% plus, I think people would be scared. 298 00:17:47,840 --> 00:17:52,800 So that, but that's that's my one I would say to be to watch 299 00:17:52,800 --> 00:17:55,280 out for. Oh, we, we spent a few weeks 300 00:17:55,280 --> 00:17:58,200 trying to fix that and talking about austerity measures and 301 00:17:58,200 --> 00:18:01,000 everyone freaked out. So, so, so we pivoted. 302 00:18:01,920 --> 00:18:04,800 We, we, we went Main Street over Wall Street for a, for a week 303 00:18:06,560 --> 00:18:10,240 and people did not like the SP, the, the S&P following. 304 00:18:10,520 --> 00:18:14,080 So now it's back within 1% of all time highs, but the debt is 305 00:18:14,280 --> 00:18:17,960 is going up. So pick, pick your poison. 306 00:18:18,840 --> 00:18:22,880 I'm gonna I'm gonna still play a game of like because I think 307 00:18:22,880 --> 00:18:32,920 people just So what are the larger single budget items on 308 00:18:32,920 --> 00:18:37,760 the US deficit? I would love to see like just to 309 00:18:37,760 --> 00:18:39,920 put in perspective for people how big this fucking is. 310 00:18:44,080 --> 00:18:50,160 So yeah, you spend more on interest than you do on defence. 311 00:18:50,200 --> 00:18:56,200 That is wild. Yeah. 312 00:18:58,640 --> 00:19:05,560 What things cost 30 billion? This is a this is this is really 313 00:19:05,560 --> 00:19:08,320 interesting to see what what gets spent. 314 00:19:10,960 --> 00:19:15,160 NASA NASA costs 30 billion. So that's a month interest. 315 00:19:18,200 --> 00:19:24,560 Wow, the total. So they want to talk about 316 00:19:25,080 --> 00:19:27,680 military aid, right or non military aid military. 317 00:19:27,760 --> 00:19:31,160 The aid budget is 30 billion. OK. 318 00:19:32,480 --> 00:19:35,880 So that gives you a sense again, like Elon, Elon going in there 319 00:19:35,880 --> 00:19:39,160 and being like, hey, we're going to cut all this this aid to 320 00:19:39,160 --> 00:19:46,240 other countries of which like Pakistan, Egypt, Israel, which 321 00:19:46,240 --> 00:19:53,600 other ones get big US, I think what about the biggest Ukraine, 322 00:19:53,600 --> 00:19:54,920 obviously. Yeah, Ukraine. 323 00:19:59,400 --> 00:20:04,600 Jordan, I think gets a lot. Yeah, this is just wild like. 324 00:20:04,600 --> 00:20:07,640 It puts it in perspective and it's just going to keep getting 325 00:20:07,640 --> 00:20:14,160 worse, unfortunately, which in theory it is also that one of 326 00:20:14,160 --> 00:20:19,360 the core theses behind stock markets going up, Bitcoin going 327 00:20:19,360 --> 00:20:23,880 up, it's just an increased printing. 328 00:20:23,920 --> 00:20:28,360 The other headline that I saw is somewhat related to this, and I 329 00:20:28,800 --> 00:20:31,360 don't know if we've talked about it on the show yet. 330 00:20:32,200 --> 00:20:36,400 And I'm curious for, for your thoughts is the other Fed 331 00:20:36,400 --> 00:20:39,080 change, I don't know that this is going in immediately, but I 332 00:20:39,080 --> 00:20:41,360 believe it's, it's happening potentially soon. 333 00:20:41,800 --> 00:20:45,880 Is there talking about easing one of these bank rules that 334 00:20:45,960 --> 00:20:50,280 allows that? That was if, if it was like tied 335 00:20:50,280 --> 00:20:52,000 to how they were doing their accounting. 336 00:20:52,480 --> 00:20:54,600 And as I understand it, it's, it's effectively going to make 337 00:20:54,600 --> 00:20:57,280 it easier for them to buy treasuries and it's going to 338 00:20:57,280 --> 00:21:01,720 loosen credit policy. So with the ultimate outcome of 339 00:21:01,720 --> 00:21:06,360 it driving more liquidity into the market, am I capturing that 340 00:21:06,960 --> 00:21:09,920 appropriately? Have you been following this? 341 00:21:10,440 --> 00:21:12,200 I'm trying to find the article here. 342 00:21:12,960 --> 00:21:16,520 For I mean, that's a, that's a, that's one way of saying it. 343 00:21:17,080 --> 00:21:20,000 I would say the other way of saying is saying that banks are 344 00:21:20,000 --> 00:21:22,080 probably less well capitalized, which is what happened after 345 00:21:22,080 --> 00:21:24,720 2008. They're probably. 346 00:21:24,760 --> 00:21:25,440 Pitched. So that's the. 347 00:21:26,040 --> 00:21:30,600 You get more credit. Yeah, this is this looks like a 348 00:21:30,600 --> 00:21:37,160 retrenchment of some of the 2008 Yeah, Glass Lewis acts I. 349 00:21:37,240 --> 00:21:39,480 Think it's the, the supplementary leverage ratio 350 00:21:39,480 --> 00:21:43,800 we're going to be changing that effectively looser capital 351 00:21:43,800 --> 00:21:48,720 requirements, more lending, but it it makes, it introduces a lot 352 00:21:48,720 --> 00:21:51,320 more fragility risk into the system. 353 00:21:51,320 --> 00:21:54,000 So what what could go, what could go wrong? 354 00:21:55,080 --> 00:21:59,200 So we'll that's another one to to look out for, I guess as a 355 00:21:59,200 --> 00:22:02,520 short term bullish catalyst. We don't know what it 356 00:22:03,040 --> 00:22:08,240 necessarily means longer term. Yes, short term, yeah, short 357 00:22:08,240 --> 00:22:13,600 term easing of 2008 bank liquidity rules is probably can 358 00:22:13,600 --> 00:22:16,920 lead to a bit of a, a bump. I, I, I wouldn't say it's my 359 00:22:16,920 --> 00:22:19,760 favorite time to do that given the amount of unrealised losses 360 00:22:19,880 --> 00:22:21,560 on a lot of these bank balance sheets right now. 361 00:22:25,120 --> 00:22:28,000 Let's see. You shall see. 362 00:22:28,000 --> 00:22:30,200 Indeed. Notable move in the Fear and 363 00:22:30,200 --> 00:22:31,920 Greed index. I think we're at 37, you know, 364 00:22:31,920 --> 00:22:35,760 stay already jumped to 47 and honestly, that is already it's 365 00:22:35,920 --> 00:22:38,880 it's wild how fast that can shift and you already see it 366 00:22:39,080 --> 00:22:42,040 since I've been on the timeline, I've I would argue it's probably 367 00:22:42,040 --> 00:22:44,080 already a bit higher than that. But like let's look at some of 368 00:22:44,080 --> 00:22:48,640 these moves. So Bitcoin one O 5 four up 3%. 369 00:22:48,640 --> 00:22:50,400 It feels like it's up even more than that. 370 00:22:50,760 --> 00:22:54,160 If I'm being bombed. I mean it was in 90 eights what 371 00:22:54,160 --> 00:22:59,160 on Sunday, So up a a solid 7000 from there. 372 00:22:59,440 --> 00:23:03,880 ETH is back at 2430 outpacing Bitcoin on the day Solana 373 00:23:03,880 --> 00:23:10,360 outpacing it as well back at 1:45 hype up 4 percent 37. 374 00:23:10,360 --> 00:23:13,800 I mean that that dip to 30 was erased rapidly. 375 00:23:14,240 --> 00:23:18,160 That was you. You had a day and a half, maybe 376 00:23:18,160 --> 00:23:23,240 less to to buy that dip. So clearly the money is waiting 377 00:23:23,240 --> 00:23:26,440 to jump in there say was the the leader. 378 00:23:26,720 --> 00:23:29,600 I thought this was just random, but apparently the state of 379 00:23:29,600 --> 00:23:34,120 Wyoming it is looking at partnering with say for their 380 00:23:34,120 --> 00:23:36,720 stable coin. Do I have the headline right? 381 00:23:36,720 --> 00:23:38,040 Logan? Did you have a chance to to? 382 00:23:38,160 --> 00:23:42,480 I did not see that. That seems really weird, but why 383 00:23:42,480 --> 00:23:44,160 not? Let's pull this up. 384 00:23:44,360 --> 00:23:48,400 Say price skyrockets as Wyoming considers it for a new stable 385 00:23:48,400 --> 00:23:51,040 coin. I, you know, I don't think 386 00:23:51,040 --> 00:23:53,920 that's what it really is. Like if you, if you've noticed 387 00:23:54,800 --> 00:23:58,840 that, that, that say was a very heavily or popular short in the 388 00:23:58,840 --> 00:24:01,640 market, I think before headline came out. 389 00:24:01,640 --> 00:24:03,560 There's there's a couple of others that had like monstrous 390 00:24:03,560 --> 00:24:06,080 move yesterday's move, you know, that token that like they've 391 00:24:06,080 --> 00:24:10,520 basically given up on that L1 that had like a monstrous move 392 00:24:10,520 --> 00:24:16,520 yesterday. But this is trading at 1.6 393 00:24:16,520 --> 00:24:20,720 billion. So if you if you zoom out on the 394 00:24:20,720 --> 00:24:25,560 safe chart, it kind of looks like that, but like it's it's 395 00:24:26,080 --> 00:24:27,360 you have some big moves. Basically. 396 00:24:27,680 --> 00:24:30,840 I think you had a big short squeeze in the market yesterday. 397 00:24:30,840 --> 00:24:37,000 Big, big short squeeze. The top movers were were I think 398 00:24:37,000 --> 00:24:41,120 a lot of the the tokens that that were heavily sorted and I 399 00:24:41,120 --> 00:24:44,400 think say is one of them. I think where did like Tia had a 400 00:24:44,400 --> 00:24:50,000 big move as well. Yeah, feels like. 401 00:24:50,840 --> 00:24:54,680 All these charts look the same. The the the one that I've been 402 00:24:54,680 --> 00:24:56,840 following is this. If you go into hyper liquid, 403 00:24:56,840 --> 00:25:02,040 this long hype and long Bitcoin short everything else, the 404 00:25:02,040 --> 00:25:03,360 vaults. If you go to the vaults, it's 405 00:25:04,440 --> 00:25:05,760 become one of the most popular vaults. 406 00:25:05,760 --> 00:25:08,040 I haven't put any money in here. Oh wow, I've never seen. 407 00:25:08,040 --> 00:25:10,840 Short garbage. Brilliant. 408 00:25:10,840 --> 00:25:15,680 Bracing this is now back to 0%. Last monthly return like this 409 00:25:15,680 --> 00:25:21,240 this was doing this was like crushing it, but he was short a 410 00:25:21,240 --> 00:25:23,960 bunch of things that just had a massive short squeeze basically 411 00:25:23,960 --> 00:25:27,240 yesterday. I I quite like this as a 412 00:25:27,240 --> 00:25:28,920 strategy. I said I've been doing it with 413 00:25:28,920 --> 00:25:34,040 certain, with certain tickers, but interestingly he's short 414 00:25:34,040 --> 00:25:37,920 like he's. Like Yikes, 8 is number 2 on the 415 00:25:37,960 --> 00:25:45,280 list. 20X yeah, 20X short. I'm I'm I'm like long ETH hype 416 00:25:45,520 --> 00:25:50,320 Bitcoin and short other things against that basically. 417 00:25:51,360 --> 00:25:54,360 This is an interesting vault. I from my perspective, I'm not 418 00:25:54,360 --> 00:25:56,280 as deep in this as you. I would like, I would probably 419 00:25:56,280 --> 00:25:59,680 cut out like the top eight of these shorts and maybe go 420 00:25:59,680 --> 00:26:05,440 further down like a little bit more of the true garbage. 421 00:26:05,440 --> 00:26:11,320 Like I don't know, I don't throwing Ethan's soul in here 422 00:26:11,880 --> 00:26:15,760 along with the a Bitcoin pump. So you're basically just betting 423 00:26:15,760 --> 00:26:22,520 on massive Bitcoin dominance. And and hype dominance in alts. 424 00:26:22,720 --> 00:26:24,120 That's basically what it is. Yeah. 425 00:26:24,800 --> 00:26:27,560 Which I think is not what I would be betting on. 426 00:26:28,040 --> 00:26:31,960 I I have exactly your thought as well is that like when I'm 427 00:26:31,960 --> 00:26:36,280 looking, I've told you like I looked at Sui, I looked at on 428 00:26:36,560 --> 00:26:42,040 Ondo, I looked at what else have I been short? 429 00:26:44,160 --> 00:26:53,000 Let me bring up my shorts. To be memes were great shorts. 430 00:26:53,000 --> 00:26:55,000 Oh bear. Oh Yikes, too soon. 431 00:26:57,680 --> 00:27:00,120 It's, it's not that I'd like, I think these, they're terrible. 432 00:27:00,120 --> 00:27:01,960 It's just the tokenomics is terrible, right? 433 00:27:01,960 --> 00:27:07,600 Like just some, some of them just have like crazy tokenomics 434 00:27:07,720 --> 00:27:10,680 and it's just really hard to get the other side of that. 435 00:27:13,440 --> 00:27:16,720 What else does that show? Arbitrum. 436 00:27:16,800 --> 00:27:25,480 I'm sure it's an arbitrum. Yeah, Anyone can create their 437 00:27:25,480 --> 00:27:28,440 own basket and then other users effectively can can choose if 438 00:27:28,440 --> 00:27:30,880 they want to play in there. All right, this is, I've never 439 00:27:30,880 --> 00:27:32,960 really done it around in here. It's interesting. 440 00:27:33,440 --> 00:27:39,760 You get 10% of the profits of the vault, so you basically it's 441 00:27:39,760 --> 00:27:42,400 like running a hedge fund but you keep 10%. 442 00:27:43,240 --> 00:27:46,200 Got. It you have to seed it with an 443 00:27:46,200 --> 00:27:51,480 initial amount basically. So he was doing very well and 444 00:27:51,800 --> 00:27:55,600 yeah, basically until the last week 0 basically got zeroed out. 445 00:27:57,000 --> 00:28:02,760 Well, height, height moved down and then height kind of 446 00:28:02,760 --> 00:28:11,080 underperformed on this bounce. I would say like it's up like I 447 00:28:11,080 --> 00:28:15,200 said, I got in like 32 ish, it's up 10% ish from that low. 448 00:28:15,200 --> 00:28:18,120 But like other things are up a lot more soft as he is short is 449 00:28:18,120 --> 00:28:24,800 up a lot more. Yeah, coming back to some of the 450 00:28:24,800 --> 00:28:28,440 other members just quickly, there was some of the memes, SBX 451 00:28:28,520 --> 00:28:32,840 very notable. I mean, we love Farcorn. 452 00:28:32,840 --> 00:28:34,640 I love Farcorn. Talk about on the show a lot. 453 00:28:34,640 --> 00:28:38,080 I think it's somewhat indisputable that SBX is a 454 00:28:38,080 --> 00:28:42,720 faster horse right now. Like this thing. 455 00:28:43,520 --> 00:28:47,000 It went all the way to $1.60, crashed all the way to a dollar 456 00:28:48,400 --> 00:28:54,800 and then rocketed 30% off the bottom and this was vicious 457 00:28:54,800 --> 00:28:57,800 move. You see with Tyler, I saw that 458 00:28:57,800 --> 00:29:00,360 on the board partnered with DFDVI. 459 00:29:00,400 --> 00:29:02,760 See that this morning? I missed the news I saw that it 460 00:29:02,760 --> 00:29:07,440 was pumping with has been also strong and blunts continues to 461 00:29:07,440 --> 00:29:11,080 to bull post the width chart as well. 462 00:29:11,280 --> 00:29:15,480 So it's it's hanging around. There is a little bit of a curl 463 00:29:15,480 --> 00:29:19,360 on this one year chart if I squint a little bit. 464 00:29:19,560 --> 00:29:25,240 So I'm not going to be short with I'll say Logie, any, any 465 00:29:25,240 --> 00:29:27,880 commentary from your side's reactions to any of the major 466 00:29:27,880 --> 00:29:32,600 move, the me move also any we kind of covered in the first 467 00:29:32,600 --> 00:29:36,080 half of the show? Not not too much additional to 468 00:29:36,080 --> 00:29:40,720 add from my perspective, sorry. I got a dog barking here but I 469 00:29:40,720 --> 00:29:42,360 just wanted to add 2 little things. 470 00:29:42,520 --> 00:29:47,200 There was a quote from someone in an article by at the Crypt 471 00:29:47,200 --> 00:29:50,040 that talked about the ping ponging of headlines. 472 00:29:50,040 --> 00:29:55,400 I I just continue to expect that and then I'm distracted by the 473 00:29:55,400 --> 00:29:56,600 dog. I don't remember the other 474 00:29:56,600 --> 00:30:00,880 thing, sorry. Code for today. 475 00:30:00,880 --> 00:30:05,400 Real quick folks, the code for today will be yeet, so we will 476 00:30:05,400 --> 00:30:12,720 do double double giveaways later today 1515 minutes or so 1520 477 00:30:12,720 --> 00:30:16,560 minutes here I got distracted by this price action so Bitcoin 478 00:30:16,560 --> 00:30:21,920 1O55 all right so we are we are moving up nicely here here today 479 00:30:21,920 --> 00:30:25,680 so feeling good about that. I kind of feel like it's 480 00:30:25,680 --> 00:30:27,680 slightly a trap here. I'd be wary. 481 00:30:28,720 --> 00:30:31,480 I've seen that that we might be a little bit of a bull trap. 482 00:30:32,680 --> 00:30:36,400 I don't think it's like a full trap, but like the price action 483 00:30:36,400 --> 00:30:43,680 we, that we saw. I don't know, just be wary, man. 484 00:30:44,000 --> 00:30:48,840 Just we had this really big rally now and it feels like 485 00:30:49,040 --> 00:30:51,280 yesterday everyone was desperate to get the wrist on as quickly 486 00:30:51,280 --> 00:30:54,400 as possible. You can see that with the short 487 00:30:54,400 --> 00:30:59,320 squeeze and I think the next leg of this is probably a leg down 488 00:31:00,120 --> 00:31:03,800 and then the good stuff probably rises to the top. 489 00:31:05,520 --> 00:31:13,520 Maybe we have joyful July now, one less than one week out in 490 00:31:13,520 --> 00:31:16,720 the ME market got to talk with this useless coins a bonk guy. 491 00:31:17,960 --> 00:31:21,080 Bonk guy was right again. He, he's been pulling his own 492 00:31:21,080 --> 00:31:23,560 Maraud arc on this useless token. 493 00:31:24,120 --> 00:31:27,040 This thing's at 140 million now it's up 37%. 494 00:31:27,040 --> 00:31:30,800 So from what I'm, what I'm classifying as this new group of 495 00:31:30,800 --> 00:31:36,640 memes, the new soul memes, it's the clear leader right now. 496 00:31:37,040 --> 00:31:43,000 And I mean, man, this thing was hanging out sub 10,000,002 1/2 497 00:31:43,000 --> 00:31:47,160 weeks ago. You're looking at a 20X and 18 498 00:31:47,160 --> 00:31:48,800 days. We don't see that too often 499 00:31:48,800 --> 00:31:54,040 these days in this meme market. So I I found that notable. 500 00:31:54,440 --> 00:31:56,440 The Boo Boo has been strong. Chill house has been strong. 501 00:31:56,440 --> 00:31:59,880 There's actually a handful printing 30 to 50% moves. 502 00:31:59,880 --> 00:32:02,920 It also looks like the virtual's ecosystem has been bouncing back 503 00:32:03,000 --> 00:32:05,880 as well as that crypto AI board. I think crypto AI back to about 504 00:32:05,880 --> 00:32:10,760 9 billion or so. So some, some signs of life 505 00:32:10,760 --> 00:32:13,880 here, perhaps because the pump token got delayed. 506 00:32:13,880 --> 00:32:15,480 I think that's the again, the overhang. 507 00:32:16,120 --> 00:32:20,760 If we get any news on that, expect some more volatility in 508 00:32:20,880 --> 00:32:24,640 the the sole me market. Checking in on our our favorite 509 00:32:24,640 --> 00:32:30,600 stock circle 24249 down 5%. Didn't know it had red, didn't 510 00:32:30,600 --> 00:32:34,480 know it had a red days Yesterday it hit 300. 511 00:32:35,600 --> 00:32:42,240 It flipped USD, CS market cap. It came close to flipping 512 00:32:42,240 --> 00:32:44,600 Coinbase. I think it I think it may have 513 00:32:44,600 --> 00:32:48,720 flipped Robin Hood. It, it, it was just some some 514 00:32:48,720 --> 00:32:53,360 crazy comps out there. I think a lot has become very 515 00:32:53,360 --> 00:32:59,560 popular to to be short this one. We will see how that how that 516 00:32:59,560 --> 00:33:03,760 plays out. It has been on a a parabolic 517 00:33:03,760 --> 00:33:06,800 run, that much is certain. What I found interesting 518 00:33:06,800 --> 00:33:07,960 yesterday we talked about circle a lot. 519 00:33:07,960 --> 00:33:12,520 We don't need to spend as much time on today was the the Tron. 520 00:33:13,800 --> 00:33:17,880 So Tron is seeing what circle is is doing and wants everyone to 521 00:33:17,880 --> 00:33:22,840 know just just how many stable coins they have. 522 00:33:22,840 --> 00:33:26,840 I'm trying to find the tweet 80 Yeah here it is all right. 523 00:33:29,840 --> 00:33:34,000 For those in the stream 80 billion in USDT. 524 00:33:34,000 --> 00:33:42,280 So tethers USDT surpassing $80 billion, up 20 billion in 2025, 525 00:33:43,000 --> 00:33:47,760 just grinding up only I, I saw a tweet that it, it's been 526 00:33:47,760 --> 00:33:53,440 consensus that Plasma is the is the proxy bet on Tether, but it 527 00:33:53,440 --> 00:33:57,800 shouldn't be Tron. And I feel like where this gets 528 00:33:57,800 --> 00:34:01,000 interesting is we know that Tron is going to IPO soon. 529 00:34:01,000 --> 00:34:03,800 I think they're they're doing stable. 530 00:34:04,520 --> 00:34:11,040 Coins. Because stable coins are the hot 531 00:34:11,040 --> 00:34:13,360 thing. Yeah, but it doesn't mean they 532 00:34:13,360 --> 00:34:16,280 make money like I guess they make money on the fees, don't 533 00:34:16,280 --> 00:34:17,239 they? But it's it's a slightly 534 00:34:17,239 --> 00:34:20,760 different business model to circle, I guess in that they're 535 00:34:20,760 --> 00:34:22,480 not making the yield on the treasuries, right. 536 00:34:24,760 --> 00:34:30,719 Tron is a bet on money laundering and and sanctions. 537 00:34:31,920 --> 00:34:33,880 Bet on that. I think a bet on the East, 538 00:34:34,639 --> 00:34:39,280 perhaps more broadly, maybe a bet on Justin's son. 539 00:34:40,040 --> 00:34:43,960 And I think there's also now an argument to be made to to bet on 540 00:34:44,639 --> 00:34:48,719 tethering stables. So that's it's top of mind for 541 00:34:48,719 --> 00:34:50,840 me. So if if you were thinking about 542 00:34:50,840 --> 00:34:54,199 playing upcoming IP OS of all the ones we know about right 543 00:34:54,199 --> 00:35:00,040 now, I think so we got news that OK, X is spying an IPO Tron, 544 00:35:00,040 --> 00:35:01,680 what else? I think there was another one 545 00:35:02,480 --> 00:35:05,640 was maybe Jim and I. There's going to be a handful of 546 00:35:05,640 --> 00:35:09,080 these coming out. I would say the Toronto's the 547 00:35:09,080 --> 00:35:15,200 most interesting. I mean, it depends on on where 548 00:35:15,200 --> 00:35:19,240 they want to come out at. It's definitely a better better 549 00:35:19,240 --> 00:35:25,880 story I think than Ripple. Ripple's another one where I'm a 550 00:35:26,520 --> 00:35:29,800 respect the pump guy. I'm not not not ready to go 551 00:35:29,800 --> 00:35:34,200 short, but by any means it's because of the the army behind 552 00:35:34,200 --> 00:35:37,160 that one. Yeah, actually that's to be 553 00:35:37,160 --> 00:35:39,280 fair. If Ripple stock comes out, go 554 00:35:39,280 --> 00:35:42,440 and help us. The limit. 555 00:35:42,440 --> 00:35:45,720 The limit does not exist. The stuff that's going to be set 556 00:35:45,720 --> 00:35:53,320 on TikTok, it's going wild. We'll continue to to monitor 557 00:35:53,320 --> 00:35:55,200 this sector. There's, there's clearly the 558 00:35:55,200 --> 00:35:58,800 growing cohort of CT who's is now migrated to just trading 559 00:35:58,800 --> 00:36:02,880 stocks and is leaving our beloved Alts alone. 560 00:36:03,600 --> 00:36:05,200 Some breaking news before the show. 561 00:36:05,280 --> 00:36:09,560 More on on the raising side. So it looks like Polymarket is 562 00:36:09,560 --> 00:36:12,920 raising 200 million and evaluation over 1 billion. 563 00:36:14,480 --> 00:36:17,800 So big, big numbers for them. This comes what just a couple 564 00:36:17,800 --> 00:36:22,520 weeks after news of their integration with X and and XAI. 565 00:36:22,520 --> 00:36:25,200 They're going to be the, the, the prediction market of choice 566 00:36:25,800 --> 00:36:27,400 for Twitter. That was big. 567 00:36:27,440 --> 00:36:31,840 And I think what also has jumped out to me is there was always 568 00:36:31,840 --> 00:36:35,520 the conversation of what will prediction markets polymarket do 569 00:36:35,520 --> 00:36:39,880 post election. And during the quiet times, 570 00:36:39,920 --> 00:36:46,000 Polymarket primarily rode sports betting to keep their daily 571 00:36:46,000 --> 00:36:50,480 volumes up. But now during this the the 572 00:36:50,480 --> 00:36:56,280 geopolitical crises, it's found itself back on top of the 573 00:36:56,280 --> 00:37:00,920 timeline again. And you see more and more folks 574 00:37:00,920 --> 00:37:04,680 kind of referencing markets talking about what's going to 575 00:37:04,680 --> 00:37:08,880 happen. I think Polymarkets X account 576 00:37:08,880 --> 00:37:14,240 may lead a little bit too hard into it the direction that their 577 00:37:14,240 --> 00:37:16,400 betters are predicting what's going to happen. 578 00:37:18,360 --> 00:37:20,840 And there's a little bit of egg on on their face yesterday with 579 00:37:21,320 --> 00:37:25,240 some of their aggressive promotion, but and hard to argue 580 00:37:25,320 --> 00:37:28,720 with the success they've had. And some of these markets saw, I 581 00:37:28,720 --> 00:37:33,760 think that one, the leading Iran one, like would the US strike 582 00:37:33,760 --> 00:37:36,520 back one of those saw like 40 million in action so that 583 00:37:36,520 --> 00:37:41,040 they're seeing big numbers. Logan, are there any response? 584 00:37:41,040 --> 00:37:43,560 And you're saying yeah on the Polymarket race? 585 00:37:43,880 --> 00:37:45,520 Yeah. I was just going to say, I mean, 586 00:37:45,840 --> 00:37:48,600 you may know it, it's being referenced more frequently by 587 00:37:48,600 --> 00:37:51,400 people that you would characterize as like legitimate, 588 00:37:51,600 --> 00:37:53,880 you know, reporters or analysts, right. 589 00:37:54,360 --> 00:37:57,920 And it's not, it's not seen as perhaps as polymarket perhaps 590 00:37:57,920 --> 00:38:00,720 would like it to be the source of truth or anything like that. 591 00:38:00,840 --> 00:38:05,120 It's a data point, which at at this point in time is becoming 592 00:38:05,120 --> 00:38:09,200 a, a more legitimate data point to potentially build an argument 593 00:38:09,200 --> 00:38:10,680 or, you know, add to an argument. 594 00:38:10,680 --> 00:38:12,640 And I think that's, that's pretty important because the 595 00:38:12,640 --> 00:38:17,800 validity of these markets was certainly in question, you know, 596 00:38:17,800 --> 00:38:20,720 coming into the the election last year about like, you know, 597 00:38:20,720 --> 00:38:24,280 exactly where things fell with the markets, having Trump, pawn 598 00:38:24,280 --> 00:38:27,120 market, etcetera, having Trump, you know, much higher than 599 00:38:27,200 --> 00:38:29,880 perhaps polls did. So I think it's really 600 00:38:29,880 --> 00:38:31,360 interesting. I mean, a billion dollar 601 00:38:31,360 --> 00:38:34,040 evaluation, I don't know what that means really for this 602 00:38:34,040 --> 00:38:36,920 space. You know, it again, that just 603 00:38:36,920 --> 00:38:41,040 that number, it doesn't mean anything to me at this point in 604 00:38:41,040 --> 00:38:43,560 time because meme coins are a billion dollars, things like 605 00:38:43,560 --> 00:38:46,000 that. It's tough for me to really to 606 00:38:46,000 --> 00:38:48,680 feel what that means. So I, I don't have too much to 607 00:38:48,680 --> 00:38:51,480 comment there. But I, I think this is a space 608 00:38:51,480 --> 00:38:53,840 that of course has definitely legitimized itself. 609 00:38:53,840 --> 00:38:58,640 And I still think it's probably the cycle winner, Poly market 610 00:38:58,960 --> 00:39:01,920 prediction markets in general, the cycle winner from this last 611 00:39:01,920 --> 00:39:05,800 year in terms of legitimate adoption and further growth 612 00:39:05,800 --> 00:39:12,760 potential. You hear the the take a lot like 613 00:39:12,760 --> 00:39:16,800 what is crypto brought? What use cases is crypto brought 614 00:39:16,800 --> 00:39:18,880 to to the world? Right. 615 00:39:19,360 --> 00:39:24,880 And like everyone's very oh, there's the the public take is 616 00:39:24,880 --> 00:39:27,480 is nothing or or very little. I feel like prediction markets 617 00:39:27,480 --> 00:39:30,200 is a huge 1 Like this is such an easy one to point to from the 618 00:39:30,200 --> 00:39:32,080 cycle. And I would agree that they're 619 00:39:32,080 --> 00:39:34,080 the the big winner. As for what this means 620 00:39:34,080 --> 00:39:36,320 specifically, one potential AirDrop, right? 621 00:39:36,320 --> 00:39:39,280 I mean a lot of folks do think there will be a Poly market 622 00:39:39,280 --> 00:39:42,800 AirDrop at some point. I don't know that I have 623 00:39:43,120 --> 00:39:45,080 personally a strong read on that. 624 00:39:45,680 --> 00:39:50,200 I feel like they will probably go the IPO route if I had to, to 625 00:39:50,200 --> 00:39:52,560 guess, but maybe they can figure out a way to do both. 626 00:39:54,000 --> 00:39:56,520 But any big raise, I think is going to continue. 627 00:39:57,480 --> 00:39:58,800 They're going to have to be doing a race. 628 00:39:59,040 --> 00:40:03,480 I circled this IPO did with 60 billion like polymarkets IPO. 629 00:40:03,680 --> 00:40:06,120 I'll bet a house on it over a token. 630 00:40:07,080 --> 00:40:09,840 So you think no token? No, why would they do a token? 631 00:40:09,920 --> 00:40:11,960 They're basically you're like we need. 632 00:40:12,000 --> 00:40:15,760 A polymarket token market they're. 633 00:40:15,960 --> 00:40:19,360 Probably they're going like getting insane valuations right 634 00:40:19,360 --> 00:40:25,040 now. Yeah, IPO definitely makes more 635 00:40:25,040 --> 00:40:30,040 sense, especially on the back of this with this recent race 636 00:40:30,040 --> 00:40:31,440 probably a little bit further out. 637 00:40:33,280 --> 00:40:38,280 So we we will certainly see, but big momentum from then I think 638 00:40:38,280 --> 00:40:41,280 good for the broader prediction market space as well. 639 00:40:41,280 --> 00:40:45,080 I was scanning the Myriad board this morning and I think we're 640 00:40:45,080 --> 00:40:48,720 seeing some volume increases over there as well on some of 641 00:40:48,720 --> 00:40:50,760 these markets. So that's been fun to see. 642 00:40:50,760 --> 00:40:53,760 Like this Pingu market has been one of my personal faves. 643 00:40:54,160 --> 00:40:58,960 I will Pingu be top 100 the end of this week and there's been 644 00:40:59,040 --> 00:41:01,840 some nice vaults on some action on this. 645 00:41:01,840 --> 00:41:04,320 This was, this was more like a coin flip and I wrote about it 646 00:41:04,320 --> 00:41:07,040 last week. I think it was number one O 1 on 647 00:41:07,040 --> 00:41:10,320 Friday. It was like $8 million behind 648 00:41:10,600 --> 00:41:15,200 the 0 token layer 0 token so. Now it's back. 649 00:41:15,240 --> 00:41:17,520 So now it's, I think it was 99 when I checked this morning. 650 00:41:19,000 --> 00:41:22,320 Folks like that the the other rays I wanted to talk about 651 00:41:22,680 --> 00:41:29,280 trying to find a miracle here was a mega ETH one and this was 652 00:41:29,280 --> 00:41:34,400 tied to this liquidity DEX or GTE. 653 00:41:35,640 --> 00:41:39,840 At first I thought it was a game because of the the promo and 654 00:41:39,840 --> 00:41:43,480 there and here we are. Yeah, GTE $15 million Series A 655 00:41:43,840 --> 00:41:48,360 led by Paradigm and they are dropping a global token exchange 656 00:41:48,360 --> 00:41:52,800 there on Mega ETH was chit chatting with with bread guy. 657 00:41:52,800 --> 00:41:57,400 He's, you know, a primary. I don't, I don't know what you'd 658 00:41:57,400 --> 00:42:00,600 call his role at mega ETH. One of their mouthpieces. 659 00:42:01,320 --> 00:42:04,400 He does a lot, he wears a lot of hats, but we were chit chatting 660 00:42:04,400 --> 00:42:06,760 about it. So this raise puts them by 661 00:42:06,760 --> 00:42:10,840 somewhere around 160 million. Then if you start to do your, 662 00:42:11,080 --> 00:42:16,040 your speculation, your fun, hope you math, if you think Paradigm 663 00:42:16,040 --> 00:42:19,160 is looking for a 10X bet, they're projecting a $1.6 664 00:42:19,160 --> 00:42:20,920 billion target. And what would that mean for 665 00:42:20,920 --> 00:42:23,120 mega ETH? And then if you're in the camp 666 00:42:23,120 --> 00:42:27,800 that mega ETH would be valued perhaps as a sum of its apps, 667 00:42:27,800 --> 00:42:30,960 which I think is, is what they're kind of pushing the, the 668 00:42:30,960 --> 00:42:35,480 message they're pushing for, you know, versus TBL or other 669 00:42:35,480 --> 00:42:38,480 aspects. So something to potentially 670 00:42:38,480 --> 00:42:41,880 consider. I think the the NFTS, those mega 671 00:42:42,040 --> 00:42:46,120 ETH sold by NFTS were at a $500 million valuation. 672 00:42:46,520 --> 00:42:52,320 So perhaps those are worth a bit more on paper right now, but but 673 00:42:52,320 --> 00:42:55,320 we'll certainly see Of course we're going to need some some 674 00:42:55,320 --> 00:43:01,160 more apps than a handful, but this was a big one over there 675 00:43:01,160 --> 00:43:03,240 from Maggie. So we'll continue to follow like 676 00:43:03,240 --> 00:43:06,120 to see some action there. Logan, that the story that we 677 00:43:06,120 --> 00:43:08,160 wanted to talk about yesterday that we didn't get into it, 678 00:43:08,160 --> 00:43:14,080 maybe we can revisit it today quickly was what's been 679 00:43:14,080 --> 00:43:16,520 happening with these NFT projects and these Telegram 680 00:43:16,560 --> 00:43:19,480 sticker sales because we're we're seeing some pretty good 681 00:43:19,520 --> 00:43:22,480 numbers here. Yeah, so Telegram's been sort of 682 00:43:22,480 --> 00:43:26,240 leaning into this as a protocol for a while, but I think the the 683 00:43:26,240 --> 00:43:29,760 leading sticker shop launched in like December or something like 684 00:43:29,760 --> 00:43:32,840 that. And then in January or February, 685 00:43:33,160 --> 00:43:39,520 Telegram made its gifts, not GIF, but gift with AT the little 686 00:43:39,520 --> 00:43:41,000 things that you can pass back and forth. 687 00:43:41,240 --> 00:43:45,520 They made those NF TS as well. So just further kind of 688 00:43:45,520 --> 00:43:49,080 integration of the messaging app and its use and features with 689 00:43:49,080 --> 00:43:54,520 sort of the open network ton, right and the blockchain and 690 00:43:54,520 --> 00:43:57,480 people have just definitely, definitely leaned into it. 691 00:43:57,480 --> 00:43:59,480 The board ape one from the other day, I think was the one that 692 00:43:59,480 --> 00:44:00,960 really got this on people's radars. 693 00:44:00,960 --> 00:44:03,360 But there's a whole handful as you're showing in in the 694 00:44:03,360 --> 00:44:05,360 screenshot here, like there's a pudgy Penguin 1, I think there's 695 00:44:05,360 --> 00:44:08,800 an Uzuki 1 and there's a bunch and the stickers themselves, 696 00:44:08,800 --> 00:44:09,920 like they're not going to blow you away. 697 00:44:10,040 --> 00:44:12,920 You're not seeing like absurd price appreciation on the 698 00:44:12,920 --> 00:44:16,880 stickers themselves to the, you know, twenty $30,000 type, like 699 00:44:16,880 --> 00:44:19,280 randomness we're seeing with NFTS, right? 700 00:44:20,040 --> 00:44:22,760 But they're no joke. I think when I checked yesterday 701 00:44:22,760 --> 00:44:26,480 in preparation for talking about this, like the board 81, the the 702 00:44:26,480 --> 00:44:30,240 like cheapest sticker was like 46 ton, which I think is like 703 00:44:30,240 --> 00:44:34,360 $90.00 or around $92.00. Budgies might have been a little 704 00:44:34,360 --> 00:44:37,760 bit higher than that, quite a bit for stickers. 705 00:44:37,760 --> 00:44:41,520 But you recall, I mean, this got some love even aside from this. 706 00:44:41,520 --> 00:44:44,080 Remember like Sofamon, right? Do you remember that that 707 00:44:44,080 --> 00:44:47,280 company or not? Briefly, I don't. 708 00:44:47,400 --> 00:44:49,080 I couldn't give you the pitch for what they did. 709 00:44:49,080 --> 00:44:51,400 Well, I think it was very much it was Telegram stickers. 710 00:44:51,400 --> 00:44:53,400 It may not have been just Telegram stickers, could have 711 00:44:53,400 --> 00:44:56,440 been messaging app stickers. I don't know the exact one 712 00:44:56,440 --> 00:44:57,400 either. And I think they may have 713 00:44:57,400 --> 00:45:00,480 launched or done some stuff with Blast and so perhaps lost in the 714 00:45:00,480 --> 00:45:04,240 shuffle somewhere, but I don't know. 715 00:45:04,240 --> 00:45:08,120 I'm this is an Ave. that people and collections are rightfully 716 00:45:08,120 --> 00:45:10,720 taking advantage of it at this point in time because people 717 00:45:10,720 --> 00:45:12,160 want to people want to trade them. 718 00:45:12,160 --> 00:45:15,320 Was that close to 10 million in volume you had up there? 719 00:45:16,760 --> 00:45:19,600 And then, you know, even on the, this is not sticker specific, 720 00:45:19,600 --> 00:45:23,440 but on the Telegram NFT side, there's some NFTS that have been 721 00:45:23,440 --> 00:45:25,360 running up as well in my timeline from time to time. 722 00:45:25,360 --> 00:45:28,480 You see like talk about those plush Peppes, there's like 723 00:45:28,480 --> 00:45:30,680 rumors that Luca bought 1. I don't remember if that was 724 00:45:30,680 --> 00:45:33,680 ever verified or not, but you know, those had breached, you 725 00:45:33,680 --> 00:45:36,960 know, kind of the the five figure, you know, $10,000 plus 726 00:45:36,960 --> 00:45:40,720 thing. So when things are boring, which 727 00:45:40,720 --> 00:45:44,120 they, you know, basically are right now, you get these pockets 728 00:45:44,120 --> 00:45:48,400 of out performance and manias we saw with ENS, you know, we see 729 00:45:48,400 --> 00:45:50,680 it all the time, time, time. That's what this feels like. 730 00:45:50,680 --> 00:45:53,240 I don't know exactly how sustainable it may be, but this 731 00:45:53,240 --> 00:45:56,160 feels like that pocket of just interest for the time being. 732 00:45:56,360 --> 00:45:58,920 So are people, so is there a secondary market like a sort of, 733 00:45:58,920 --> 00:46:01,120 yeah, there are people are are kind of trading these? 734 00:46:01,240 --> 00:46:03,560 Yeah, Yeah. So they're like bots inside 735 00:46:03,560 --> 00:46:06,160 Telegram, just like you would do with, you know, like a trading 736 00:46:06,160 --> 00:46:08,120 bot for, you know, a lot of meme coins. 737 00:46:08,120 --> 00:46:10,920 It's a little more intensive than that. 738 00:46:10,920 --> 00:46:14,680 It kind of like pulls open like AUI for you to interact with. 739 00:46:15,520 --> 00:46:17,880 But yeah, it all happens right inside Telegram. 740 00:46:18,200 --> 00:46:21,680 So I mean, it's really easy to do should you wish to, you know, 741 00:46:21,680 --> 00:46:24,880 experiment with it. And then of course, like I, I 742 00:46:24,880 --> 00:46:29,040 don't send a lot of stickers really in Telegram, but I know 743 00:46:29,040 --> 00:46:30,960 some people who do send a lot of stickers. 744 00:46:30,960 --> 00:46:35,440 And you know, if you're looking to enhance your chat experience, 745 00:46:35,440 --> 00:46:39,600 then I guess it makes some sense to add some NFT stickers to your 746 00:46:39,600 --> 00:46:42,640 cart. And stickers can be fun, right? 747 00:46:42,880 --> 00:46:45,560 Sending memes is is a fun thing to do in a group chat. 748 00:46:45,760 --> 00:46:48,040 I'm looking at some of these prices right now. 749 00:46:48,160 --> 00:46:49,680 Yeah, I haven't already seen this. 750 00:46:49,720 --> 00:46:55,360 So these pudgy and friend Pingu baby shark stickers are at $764 751 00:46:56,040 --> 00:46:58,160 floor right now that that is wild. 752 00:46:58,600 --> 00:47:02,120 This other, this other Pingu cool blue is 390 Pingu and next 753 00:47:02,120 --> 00:47:04,560 car at 260. I think my my take away when I 754 00:47:04,560 --> 00:47:09,280 saw this is NFT products are continuing to find ways to 755 00:47:09,280 --> 00:47:14,440 monetize 4 years out from launch at least some of the the bigger 756 00:47:14,440 --> 00:47:16,880 ones. Yeah, the best ones, Yeah. 757 00:47:16,880 --> 00:47:19,200 And I mean, not to not to knock any that haven't done it yet, 758 00:47:19,600 --> 00:47:21,920 but like you, you take a look at this list. 759 00:47:22,800 --> 00:47:25,200 It's it's the ones that are still here, that are still doing 760 00:47:25,200 --> 00:47:28,440 stuff, that are still in tune. I mean, no offense to anyone, I 761 00:47:28,440 --> 00:47:31,760 wouldn't say Doodles has the most die hard community in NFTS 762 00:47:31,760 --> 00:47:33,560 and there's they've got a half a million. 763 00:47:35,760 --> 00:47:39,000 But it does have one of the best, in my opinion, one of the 764 00:47:39,000 --> 00:47:41,280 best collections for something like this, right? 765 00:47:41,280 --> 00:47:45,040 They're just like super great art, super great colors, super 766 00:47:45,040 --> 00:47:47,040 great. So it actually, it makes a lot 767 00:47:47,040 --> 00:47:49,320 of sense to me to see something like that up here. 768 00:47:49,640 --> 00:47:51,920 Did I see Klainos around here? Same sort of mold. 769 00:47:51,920 --> 00:47:55,000 Did you? Full disclosure, that's like my, 770 00:47:55,040 --> 00:47:58,880 I don't own any assets in either of those ecosystems, but I, I 771 00:47:58,880 --> 00:48:00,920 love those colors. So I'm a sucker. 772 00:48:00,920 --> 00:48:03,560 For it quick maybe right I'll. Do. 773 00:48:04,360 --> 00:48:06,320 Some wreck. Ones that's exactly where I was 774 00:48:06,320 --> 00:48:08,960 going with that. I think Wreck stickers could do 775 00:48:09,360 --> 00:48:13,240 could do quite well. Logan, I know you're a doodle 776 00:48:13,240 --> 00:48:14,960 fan, so I'm going to share this for you. 777 00:48:14,960 --> 00:48:17,920 I don't know if you saw this the Doodle O Pepin set. 778 00:48:18,160 --> 00:48:21,280 Did you see this one? Looks like it got to consensus, 779 00:48:21,280 --> 00:48:26,240 so this one might go. You know my, my lone disdain for 780 00:48:26,440 --> 00:48:29,800 disdain's too weird, too harsh of a word is this is a little 781 00:48:29,800 --> 00:48:32,920 too close to the you know what I mean? 782 00:48:32,920 --> 00:48:36,560 Like those are a little too close to the replicas. 2 783 00:48:36,560 --> 00:48:41,360 replicas of doodles in my opinion, but I love, I love the 784 00:48:41,360 --> 00:48:42,880 color schemes and stuff like that. 785 00:48:43,160 --> 00:48:45,480 I actually I really like that the one of one there looks 786 00:48:45,480 --> 00:48:49,440 really really nice. I'll be honest if if if you show 787 00:48:49,440 --> 00:48:51,920 this to me quickly this bottom right one and asked me if this 788 00:48:51,920 --> 00:48:57,440 was a an original digital NFTII might have said yes. 789 00:48:57,880 --> 00:49:02,840 Yeah, it it is fairly close, but that that pudgy set has done 790 00:49:02,840 --> 00:49:07,440 quite well in the O Pepin's. So I actually I think this one 791 00:49:07,440 --> 00:49:10,000 will probably do pretty well here as well. 792 00:49:10,000 --> 00:49:12,520 I think we went through the list. 793 00:49:12,520 --> 00:49:13,640 We got 5 minutes left in the show. 794 00:49:13,640 --> 00:49:14,960 I know we're going to do double yeet action. 795 00:49:14,960 --> 00:49:16,720 That's going to take a little while. 796 00:49:16,720 --> 00:49:19,160 Yeah, that was the end of my list. 797 00:49:19,160 --> 00:49:23,720 So if you guys are ready, maybe we get into some yeet here. 798 00:49:24,560 --> 00:49:27,640 Kodo Yeah, the code is yeet today folks. 799 00:49:28,360 --> 00:49:31,840 You have another minute or so to to get in if you haven't entered 800 00:49:31,840 --> 00:49:37,200 already, and we are going to get into some spits. 801 00:49:38,640 --> 00:49:44,040 Give me one second. OK. 802 00:49:44,040 --> 00:49:50,960 This. Should work the user boards. 803 00:49:50,960 --> 00:49:55,800 All right, let's spin the wheel. Oh, there is a there's a zoom 804 00:49:55,800 --> 00:49:56,280 boom. Oh. 805 00:49:56,920 --> 00:49:58,160 I like the zoom. Let's zoom. 806 00:50:02,360 --> 00:50:08,080 All right, 96 entries. Who do we got 4? 807 00:50:08,160 --> 00:50:12,960 Long run, so I need to really quickly check. 808 00:50:12,960 --> 00:50:15,600 Well, we need to check. I know they have one some 809 00:50:15,880 --> 00:50:18,760 somewhat recently. Yeah, give me a SEC because I'm 810 00:50:18,760 --> 00:50:21,400 on working multiple screens here. 811 00:50:22,560 --> 00:50:29,880 I'll close that and just make sure we'll do another. 812 00:50:29,920 --> 00:50:32,000 I'll spin another one while I found that up as well for a long 813 00:50:32,000 --> 00:50:33,040 run. So we're going to do our second 814 00:50:33,040 --> 00:50:33,960 spin. Yeah. 815 00:50:37,000 --> 00:50:45,280 All right, who we got? Michelle Gunn, Mitchell Gunn, 816 00:50:45,960 --> 00:50:47,840 Michelle Gunn. I have not seen that handle 817 00:50:47,840 --> 00:50:50,800 before. No, never have I so it was for 818 00:50:50,800 --> 00:50:53,440 the long run. That should be a clean winner 819 00:50:53,440 --> 00:50:54,960 there. Go ahead and request. 820 00:50:55,760 --> 00:50:57,520 For the long run, if not we can see them. 821 00:50:57,560 --> 00:51:00,880 Also it's not working today. Isn't the chat for some reason 822 00:51:00,880 --> 00:51:05,440 for the go on the kick chat? It went down somewhere so we 823 00:51:05,440 --> 00:51:08,560 can't but we can still see them in the in the other side. 824 00:51:09,320 --> 00:51:12,840 But a long run is approved. He did win on the 16th so it's 825 00:51:12,840 --> 00:51:16,240 close but he is in. And then Michelle Gunn I've 826 00:51:16,240 --> 00:51:19,720 never actually seen before. Michelle Gunn, go ahead and 827 00:51:19,720 --> 00:51:24,080 request if you're in the space so we can get you up here. 828 00:51:24,520 --> 00:51:28,760 If not, we'll just check that they're in the kick space, put a 829 00:51:28,760 --> 00:51:33,880 long run and Michelle. Michelle messaging us. 830 00:51:34,800 --> 00:51:36,480 In the chat. Yeah. 831 00:51:36,840 --> 00:51:39,120 That's fine. We're going to do Plinko today 832 00:51:39,120 --> 00:51:41,400 for both of them anyway, so as long as the both on we're OK. 833 00:51:41,800 --> 00:51:45,240 Awesome. So we'll get Plinko loaded up 834 00:51:45,280 --> 00:51:48,080 here quickly for the long run. You're in the space you want. 835 00:51:48,200 --> 00:51:51,240 GM how you feeling? How's it going, guys? 836 00:51:51,280 --> 00:51:55,080 Good morning. Congrats, you're running hot my 837 00:51:55,080 --> 00:51:57,880 friend. Hopefully. 838 00:51:57,880 --> 00:51:59,320 What game did you play last time? 839 00:52:04,320 --> 00:52:07,760 It was coin raise, yeah. OK, All right, well, we'll have 840 00:52:07,760 --> 00:52:10,120 some fun with Plinko. Plinko's still my my personal 841 00:52:10,120 --> 00:52:10,680 favorite. I. 842 00:52:12,200 --> 00:52:12,960 Like Plinko? Yeah. 843 00:52:13,240 --> 00:52:14,360 So, Sims, what? What are we? 844 00:52:14,360 --> 00:52:17,520 Are we doing $5 balls, $105 balls? 845 00:52:17,520 --> 00:52:19,560 What are we thinking today? I'm open to it. 846 00:52:19,560 --> 00:52:21,480 What do you think, Lance? What does everyone fancy? 847 00:52:21,480 --> 00:52:24,200 We've got 500 to spend. How do we do it? 848 00:52:25,080 --> 00:52:26,320 Yeah. So, so quickly, you both have 849 00:52:26,320 --> 00:52:28,280 banked $500. You're going to walk away with 850 00:52:28,280 --> 00:52:32,520 that at a minimum. I like the the $105 balls 851 00:52:32,560 --> 00:52:35,080 because you get the most chances for the 5000 X. 852 00:52:35,520 --> 00:52:39,680 Yeah, $105 balls. All right, let me just make note 853 00:52:39,720 --> 00:52:42,000 of how much is in the account so we can count the calculate this 854 00:52:42,000 --> 00:52:43,800 up. So first we'll for the long run 855 00:52:43,800 --> 00:52:52,480 we'll go 1st and then Machili. 614.07 right let's go for it 856 00:52:52,480 --> 00:52:57,040 then Auto bet 5 dollars 100 all. Right, so this is for the long 857 00:52:57,040 --> 00:52:59,760 run up first. For the long run, go. 858 00:53:01,240 --> 00:53:04,360 Oh, turbo mode go. Turn the light speed. 859 00:53:04,440 --> 00:53:07,640 We're going to be here for a while. 860 00:53:09,240 --> 00:53:12,880 I put it on turbo. Oh shit, we'll go for it now 861 00:53:12,880 --> 00:53:14,440 the. Next one will be faster. 862 00:53:14,440 --> 00:53:16,720 It's not the auto bet and start again. 863 00:53:19,560 --> 00:53:20,440 Is it going to be here in a while? 864 00:53:20,920 --> 00:53:23,400 Yeah, stop the auto bet, stop the auto bet and then. 865 00:53:23,640 --> 00:53:25,360 Just and do it again. Yeah, I. 866 00:53:26,600 --> 00:53:28,000 Don't know how many balls have dropped, that's all. 867 00:53:29,000 --> 00:53:30,040 That's fine. I turn turbo off. 868 00:53:31,080 --> 00:53:32,320 Oh, 69, of course. Yeah, yeah. 869 00:53:32,440 --> 00:53:34,280 Wow. Don't leave turbo one or off. 870 00:53:34,560 --> 00:53:36,440 Keep turbo on. And go. 871 00:53:36,840 --> 00:53:39,040 Yeah, all. Right now, we're there We go 872 00:53:39,240 --> 00:53:40,080 now. We're back now We're moving 873 00:53:40,080 --> 00:53:43,600 fast. All right. 874 00:53:43,600 --> 00:53:54,440 Look here now big numbers 4X29X there. 4 Another four. 875 00:53:55,400 --> 00:53:59,600 Oh, it's nice SO4XS in there. We know what we roughly 5. 100. 876 00:54:01,600 --> 00:54:02,960 Again, he won, Yeah. So it's. 877 00:54:03,000 --> 00:54:04,680 Like he roughly broke even. So you're going to walk away 878 00:54:04,720 --> 00:54:07,680 close to $1000 today for the long run. 879 00:54:08,480 --> 00:54:09,960 Congrats. Thank you. 880 00:54:11,280 --> 00:54:13,640 Not a bad little Tuesday morning for you, my friend. 881 00:54:14,080 --> 00:54:19,000 Thanks for listening, as always. All right, Chili, I still don't 882 00:54:19,000 --> 00:54:23,000 know how to say your name, but you are up next. 883 00:54:23,720 --> 00:54:27,200 We're going to run up the same for you, $105 balls, Lightspeed 884 00:54:27,400 --> 00:54:29,160 turbo mode Sims. We ready? 885 00:54:53,560 --> 00:54:55,200 That one came in a little closer. 886 00:54:55,200 --> 00:54:57,960 So that was a little less probably closer to like a $800 887 00:54:57,960 --> 00:54:59,920 win, yeah. Yeah, something like that. 888 00:54:59,920 --> 00:55:02,240 Seven $800 win. Still decent for both people 889 00:55:02,240 --> 00:55:04,600 though. Like 800 a pop near enough give 890 00:55:04,600 --> 00:55:06,280 out to. Love it. 891 00:55:06,840 --> 00:55:10,400 So we will coordinate both of you after today's show. 892 00:55:10,920 --> 00:55:13,080 As for today, that is going to be it folks. 893 00:55:13,080 --> 00:55:14,400 Thanks. I want to thank all of our 894 00:55:14,400 --> 00:55:17,120 listeners for joining us. I want to thank my coach, thank 895 00:55:17,120 --> 00:55:18,600 our partners. As always. 896 00:55:18,600 --> 00:55:21,360 We will be back tomorrow at 10:00 AM Eastern. 897 00:55:21,640 --> 00:55:23,320 Until then, go make it a beautiful day. 898 00:55:23,720 --> 00:55:23,920 Goodbye.