1 00:00:06,400 --> 00:00:08,080 Yo-yo, what up? What up? 2 00:00:08,080 --> 00:00:11,360 Good morning. Good morning, GMG. 3 00:00:20,520 --> 00:00:22,120 Moon. Bamber. 4 00:00:22,120 --> 00:00:25,280 Yeah, it is the Moon Bamber. What comes up in Moon Bamber? 5 00:00:25,280 --> 00:00:28,600 Is it Moo Samber? We're going to have to find a 6 00:00:28,600 --> 00:00:30,960 better one for this October, Moon Van Bur. 7 00:00:31,160 --> 00:00:35,760 I'll figure it out for y'all. Twenty 12th, 6th. 8 00:00:35,840 --> 00:00:36,960 Oh shit. It was my friend's birthday. 9 00:00:36,960 --> 00:00:38,640 I said I should probably wish him happy birthday. 10 00:00:38,840 --> 00:00:40,960 Damn it. I know that because I have a 11 00:00:40,960 --> 00:00:43,640 friend on 25th on his 27th. I always do it on the 26th for 12 00:00:43,640 --> 00:00:44,600 both of them. You'll get out of the way 13 00:00:45,200 --> 00:00:48,640 anyways. November 26th, 2024. 14 00:00:48,640 --> 00:00:52,360 Four, four, AKA six days until I see you, Griffin. 15 00:00:52,360 --> 00:00:55,160 I see you down there. I know you didn't look at that. 16 00:00:55,400 --> 00:00:57,920 Another beautiful day to have a beautiful day. 17 00:00:58,160 --> 00:01:01,400 I got my Co host in the house. They're both AI sentients 18 00:01:01,400 --> 00:01:05,600 apparently as well. Tyler Mando, good morning. 19 00:01:05,840 --> 00:01:08,840 How you guys doing today? Great. 20 00:01:08,920 --> 00:01:12,120 How are you? Fantastic, fantastic. 21 00:01:12,400 --> 00:01:14,880 It's it's we're in the period of the year where there's no sun. 22 00:01:14,880 --> 00:01:18,640 Look at this boom. I live in like Antarctica, bro. 23 00:01:18,920 --> 00:01:22,040 It's, you know, it's like it's going to be like 16 hour dark 24 00:01:22,040 --> 00:01:25,080 days now, you know, I mean, anyway, I'm great though. 25 00:01:25,080 --> 00:01:26,280 I'm great. Life is good. 26 00:01:26,280 --> 00:01:28,240 I'm back from Vegas. I've been getting 10 hours of 27 00:01:28,240 --> 00:01:30,440 sleep every night and I still can't get out of bed because 28 00:01:30,440 --> 00:01:34,200 that shit fucked me up. But when I'm alive down bad, but 29 00:01:34,200 --> 00:01:36,680 never dead. Isn't that the wrecked red guy, 30 00:01:36,680 --> 00:01:40,240 red guy, red guy anthem or outside the the the punchline. 31 00:01:40,240 --> 00:01:42,200 There we go. Tyler, good morning. 32 00:01:42,200 --> 00:01:44,920 How you doing today? I'm good, we had some red on the 33 00:01:44,920 --> 00:01:46,480 board. Looks like we're flipping green 34 00:01:46,680 --> 00:01:49,040 a bit this morning. You'd love to see that. 35 00:01:49,120 --> 00:01:52,520 Some of the some of the memes are looking strong this morning 36 00:01:52,840 --> 00:01:56,360 as well, so I'm feeling good. Let me tell you, my bags are 37 00:01:56,360 --> 00:02:01,600 strong, that's for sure. No, the bags are good. 38 00:02:02,040 --> 00:02:03,960 It's true. We had quite some red yesterday, 39 00:02:04,360 --> 00:02:06,440 could get some more red today. We'll see. 40 00:02:06,440 --> 00:02:08,360 But we didn't dump right on U.S. Open. 41 00:02:08,360 --> 00:02:10,919 So we're looking OK. We're looking, we're looking OK. 42 00:02:10,919 --> 00:02:12,680 And I'm sure we'll talk about that as we'll go. 43 00:02:12,960 --> 00:02:16,320 Market report today as usual, let's talk about the market 44 00:02:16,480 --> 00:02:18,840 Tyler's top well, today is like Tyler's top ten. 45 00:02:18,880 --> 00:02:22,880 We're back to Tyler's top 10, not 1000, not 10,000, not 46 00:02:22,880 --> 00:02:25,920 100,000. Tyler has gone downgrade all the 47 00:02:25,920 --> 00:02:28,320 way back to top 10 for 10. But it's OK because I got some 48 00:02:28,320 --> 00:02:31,040 spicy takes for y'all and I want to get a conversation going 49 00:02:31,720 --> 00:02:35,120 about the whole AI stuff OK, we, we were just like the whole chat 50 00:02:35,120 --> 00:02:39,680 was having a conversation yeah Logan, Sims, fucking Bernie and 51 00:02:39,680 --> 00:02:43,160 us 3 all go ahead from our chat. So we we got a little cover for 52 00:02:43,160 --> 00:02:46,120 y'all today let's see I have some questions following mando's 53 00:02:46,120 --> 00:02:49,240 appearance on the largest stream on the planet on three guys 54 00:02:49,800 --> 00:02:52,880 twitch yesterday night. I listened to the whole thing 55 00:02:53,320 --> 00:02:55,560 see, I even know I even know you were bugged at first couldn't 56 00:02:55,560 --> 00:02:58,440 join from your computer. So see I was really there and 57 00:02:58,440 --> 00:03:02,800 then and then Tyler so with your topics and last but not least 58 00:03:02,800 --> 00:03:07,040 robit robit robit robit today is Tuesday, which means robit loot 59 00:03:07,040 --> 00:03:09,800 box Ben, who wants to make some money over here? 60 00:03:09,960 --> 00:03:12,640 Well, if you want to make some money, make sure that you do the 61 00:03:12,640 --> 00:03:15,400 little thingy thingies that we always do raffle ball that XYZ. 62 00:03:15,400 --> 00:03:17,400 There's going to be a code. You're going to have to retweet 63 00:03:17,400 --> 00:03:18,720 something. I have a feeling you'll have to 64 00:03:18,720 --> 00:03:21,280 retweet the the rug radio announcement from yesterday. 65 00:03:21,880 --> 00:03:23,320 We'll see. I don't know what the code is, 66 00:03:23,320 --> 00:03:26,120 but we'll see what the code is. And the last but not least, this 67 00:03:26,120 --> 00:03:28,920 show is powered by powered by I got I got to work on. 68 00:03:29,920 --> 00:03:31,240 I can't really don't like by heart yet. 69 00:03:31,240 --> 00:03:33,880 God damn it, dude, that's crazy. I was really good at school and 70 00:03:33,880 --> 00:03:36,960 memorizing stuff, but I don't I guess that's probably the weed. 71 00:03:37,200 --> 00:03:40,680 Anyways, with seamless built in monetization tools, Galaxies 72 00:03:40,680 --> 00:03:43,320 enables development of sustainable long term 73 00:03:43,320 --> 00:03:45,080 communities, fulfilling Bitcoin's vision of 74 00:03:45,080 --> 00:03:47,480 decentralized freedom and independence from centralized 75 00:03:47,480 --> 00:03:49,560 control. Bitcoin, by the way, which was 76 00:03:49,560 --> 00:03:51,200 created by Jack Dorsey apparently. 77 00:03:51,400 --> 00:03:54,520 I'm sure we'll talk about that today, but ironic when I was 78 00:03:54,520 --> 00:03:57,880 wearing Satoshi shirt anyways. Anyways, anyways, without 79 00:03:57,880 --> 00:04:00,600 further ado, Mando take us to the market. 80 00:04:11,240 --> 00:04:14,360 Can you dig it? Yeah, So we did have a little 81 00:04:14,360 --> 00:04:17,640 bit of a wobble. It feels like Bitcoin hit as low 82 00:04:17,640 --> 00:04:22,320 as like 91 1/2 K and then has since bounced. 83 00:04:22,880 --> 00:04:26,000 We're back up to like 93 K area. But it definitely caused some 84 00:04:26,000 --> 00:04:30,160 damage on the way down. A lot of things dropped a decent 85 00:04:30,160 --> 00:04:35,280 amount. I would say the majority of the 86 00:04:35,280 --> 00:04:40,200 meme coin market, main meme core market is down about 40% I think 87 00:04:40,320 --> 00:04:44,320 over the last over the last week or so maybe maybe in slightly 88 00:04:44,320 --> 00:04:47,200 more in some spots. So not been not been the best 89 00:04:47,200 --> 00:04:48,840 market I think for a bunch of different memes. 90 00:04:49,240 --> 00:04:54,280 The one exception there is is chill guy, which is just 91 00:04:54,960 --> 00:04:57,320 seemingly going for an all time high every single day at the 92 00:04:57,320 --> 00:04:59,800 moment. I don't know title, probably 93 00:04:59,800 --> 00:05:02,040 mention that in terms of his stuff, but yeah, that that's 94 00:05:02,040 --> 00:05:05,920 like been the one big outlier. We are. 95 00:05:05,920 --> 00:05:08,360 There was nothing in macro yesterday that caused us to 96 00:05:08,360 --> 00:05:12,560 dump. Stocks were kind of fine. 97 00:05:13,000 --> 00:05:17,320 A few futures are flat. I think the Dow closed their 98 00:05:17,320 --> 00:05:19,320 records. So like, it's absolutely fine. 99 00:05:19,320 --> 00:05:21,600 There was some talk about from Trump. 100 00:05:21,600 --> 00:05:26,600 He decided to detail out some of his plans for his first days in 101 00:05:26,600 --> 00:05:31,960 office around tariffs. Yeah, I think people obviously 102 00:05:31,960 --> 00:05:34,080 will, will point towards inflation, that sort of stuff. 103 00:05:34,080 --> 00:05:38,960 But again, not, not not enough to like freak people out overly. 104 00:05:40,800 --> 00:05:45,280 And we have we have fed minutes and inflation dated this week, 105 00:05:45,280 --> 00:05:48,400 but it's going to be a quiet week because of because of 106 00:05:48,880 --> 00:05:52,720 Thanksgiving. Obviously the rally was was that 107 00:05:52,720 --> 00:05:58,880 top like it takes to four months time and it again. 108 00:06:00,880 --> 00:06:04,080 And I think since then it's slightly underperformed even it 109 00:06:04,080 --> 00:06:06,320 looks like. So it does feel like Bitcoin 110 00:06:06,320 --> 00:06:08,720 dominance has gone back up to 59% here. 111 00:06:10,080 --> 00:06:12,960 Classic. Which is weird because like it's 112 00:06:12,960 --> 00:06:15,640 annoying when bitcoins rally and nothing else is rallying or like 113 00:06:15,680 --> 00:06:18,200 everything else is flat but when ETH rallies everything else 114 00:06:18,200 --> 00:06:24,600 dumps so dominant as much as I like. 115 00:06:25,360 --> 00:06:28,320 That was marked safe from the ETH pump, so that's a safe haven 116 00:06:28,320 --> 00:06:29,800 for now. Yeah, for now. 117 00:06:31,520 --> 00:06:35,440 There was, in terms of adoption, a few countries seem like the 118 00:06:35,520 --> 00:06:37,240 Morocco said. Looks like it's going to make 119 00:06:37,480 --> 00:06:41,000 crypto legal. Really, Sir Anam said that 120 00:06:41,000 --> 00:06:44,280 they're going to yeah, which is should go there. 121 00:06:44,600 --> 00:06:46,960 Yeah, it looks a bunch of different bases are going to be 122 00:06:48,800 --> 00:06:51,480 kind of foaming now. At least the UK looks like it's 123 00:06:51,480 --> 00:06:54,240 going to deliver a more comprehensive crypto regulation. 124 00:06:54,960 --> 00:07:00,320 It's at around stable coins. But yeah, the other stuff was 125 00:07:00,320 --> 00:07:02,760 more around like some of the other ETFs that are coming. 126 00:07:03,960 --> 00:07:10,920 So you've obviously got you've got a XRP, Solana, Litecoin, H 127 00:07:10,920 --> 00:07:12,840 bar, all these like random ETFs coming. 128 00:07:12,920 --> 00:07:15,880 Bloomberg said yesterday. It's going to take towards the 129 00:07:15,880 --> 00:07:18,000 end of next year. So it won't just be an easy push 130 00:07:18,200 --> 00:07:20,320 through. So maybe those stories take a 131 00:07:20,320 --> 00:07:24,040 little bit longer. But yeah, I think, I think 132 00:07:24,040 --> 00:07:26,000 that's it. It's, it was a quite a day. 133 00:07:26,400 --> 00:07:27,320 Everything's I'll be going lower. 134 00:07:27,320 --> 00:07:29,720 And I think everyone just looked away from the screens. 135 00:07:31,720 --> 00:07:34,360 Definitely looked away from the screens last few days and feels 136 00:07:34,360 --> 00:07:36,120 great. It's it's look away from the 137 00:07:36,120 --> 00:07:38,240 screen season or just for me, it's like double down on your 138 00:07:38,240 --> 00:07:41,440 actual like positions like you have conviction in season. 139 00:07:41,440 --> 00:07:45,680 So so so it's it's it's definitely that season. 140 00:07:45,680 --> 00:07:48,080 What else do we have? So top top gainers phantom say 141 00:07:48,080 --> 00:07:51,760 Betensor Tao. Wow, so that's just so it's just 142 00:07:51,760 --> 00:07:53,840 all the alt coins. Like it was all like mostly alt 143 00:07:53,840 --> 00:07:56,760 coins that that were the top loser gainers and obviously on 144 00:07:56,760 --> 00:08:00,320 the top losers was mostly on the on the on the meme side. 145 00:08:00,320 --> 00:08:03,320 You can't really see them here, but on deck Screener is a very 146 00:08:03,320 --> 00:08:07,880 very red day across across multiple stuff. 147 00:08:07,880 --> 00:08:09,680 Just a quick thing. It seems like stream yard having 148 00:08:09,680 --> 00:08:11,800 an issue on YouTube. So it's not on our end unless 149 00:08:11,800 --> 00:08:14,040 Sims is in on it trying to win the nude box spins. 150 00:08:14,440 --> 00:08:17,480 Sorry y'all actually. YouTube's having an issue at the 151 00:08:17,480 --> 00:08:18,680 moment. YouTube's down. 152 00:08:18,680 --> 00:08:23,120 So it's actually on YouTube side from the from the from the 153 00:08:23,120 --> 00:08:25,840 streaming platform side. All right, well, YouTube is down 154 00:08:25,840 --> 00:08:28,280 from streaming platform side, so you can watch on video, though 155 00:08:28,280 --> 00:08:30,280 on on X. I'm about to post a broadcast. 156 00:08:30,280 --> 00:08:32,080 I think it's already live on Mandos and a few of the other 157 00:08:32,080 --> 00:08:34,559 accounts. So come check us out anyway. 158 00:08:34,559 --> 00:08:36,760 So that's that's really it on the market side. 159 00:08:36,760 --> 00:08:43,480 Mando Ethos 3337 Bitcoin $93,000 Wow, terrible, terrible dump you 160 00:08:43,480 --> 00:08:46,760 on Bitcoin man up from $69,000 like 2 weeks ago. 161 00:08:46,760 --> 00:08:49,400 Jesus Christ, it's over. Solana 231. 162 00:08:49,400 --> 00:08:51,840 Can you believe it? Oh my God, Solana is hanging out 163 00:08:51,840 --> 00:08:54,480 like, you know, market cap all time high. 164 00:08:56,000 --> 00:08:58,640 It's over y'all. And that's about on the market 165 00:08:58,640 --> 00:09:00,200 side. No, no need to to go too much 166 00:09:00,200 --> 00:09:01,640 about it because there's not much going on. 167 00:09:01,640 --> 00:09:03,960 Tyler, Tyler, Tyler, Tyler, Let's see what you got for us 168 00:09:03,960 --> 00:09:12,040 today. Tyler D on FOMO our cause the 169 00:09:12,080 --> 00:09:13,680 kid. Can't. 170 00:09:16,280 --> 00:09:19,240 Yeah, our top story for the day was Bitcoin falling in 92,000 171 00:09:19,240 --> 00:09:21,640 and taking down alts and memes with it. 172 00:09:21,640 --> 00:09:24,560 But some other headlines. The UK is planning to officially 173 00:09:24,560 --> 00:09:28,800 regulate crypto in 2026. We saw Rumble announced plans to 174 00:09:28,800 --> 00:09:32,120 invest up to $20 million in Bitcoin following micro 175 00:09:32,120 --> 00:09:34,920 strategy. Justin Sun has apparently 176 00:09:34,920 --> 00:09:39,320 invested $30 million in Trump's World Liberty Fi protocol, so 177 00:09:39,320 --> 00:09:42,680 he's a top investor there. Meanwhile, CZ Binance calling 178 00:09:42,680 --> 00:09:46,640 memes weird and encouraging builders to focus on real 179 00:09:46,640 --> 00:09:49,760 applications in the post Overnight, AXI Infinity 180 00:09:49,760 --> 00:09:52,680 developer Sky Mavis has announced a new game amid some 181 00:09:52,680 --> 00:09:55,960 company layoffs, and Avalanche is offering another $40 million 182 00:09:55,960 --> 00:09:59,480 in retroactive grants for developers on its L ones And 183 00:09:59,480 --> 00:10:04,280 token AirDrop and protocol news. Jupiter has a $1.5 billion 184 00:10:04,280 --> 00:10:06,960 Jupyware AirDrop. Vote up to vote for all of his 185 00:10:06,960 --> 00:10:09,000 Juke holders. So I recommend any Juke token 186 00:10:09,000 --> 00:10:12,440 holders go check that one out. Phantom big news here. 187 00:10:12,440 --> 00:10:15,400 They added base support for the wallet, allowing users to do 188 00:10:15,400 --> 00:10:20,320 token swaps from base to Solana by ETH and USTC directly on base 189 00:10:20,360 --> 00:10:23,480 and more Pump fun they finally did. 190 00:10:23,480 --> 00:10:26,400 They took down live streaming after escalating complaints and 191 00:10:26,400 --> 00:10:31,640 concerns arose over the weekend. Clanker over on base saw its 192 00:10:31,640 --> 00:10:35,440 revenue soar past $5,000,000 as the new AI Agent slash pump Fun 193 00:10:35,440 --> 00:10:38,120 competitor on Warp Cast continues to grow. 194 00:10:38,680 --> 00:10:40,600 Etherfund saw that, and then they announced their own 195 00:10:40,600 --> 00:10:43,600 expansion to base from mainnet ETH. 196 00:10:43,600 --> 00:10:47,800 So there's a lot of meme coin launchpads coming over on base 197 00:10:47,840 --> 00:10:49,840 right now. And then Movement Labs announced 198 00:10:49,840 --> 00:10:54,240 tokenomics for its Move token tied to their L1 in broader 199 00:10:54,240 --> 00:10:57,760 crypto and web and meme and NFT news, meme coin majors read on 200 00:10:57,760 --> 00:11:01,720 the day down about 10%, chill guy outperforming up top at 201 00:11:01,720 --> 00:11:06,040 five, 520 million. We saw UBCATH and then the 202 00:11:06,040 --> 00:11:10,040 sticker $1.00 were big big runners on the day. 203 00:11:10,040 --> 00:11:13,360 I think mid tier memes fell more in the 10 to 20% range. 204 00:11:13,680 --> 00:11:15,800 Biggest winners on the day though, besides the ones I 205 00:11:15,800 --> 00:11:19,440 mentioned already were from the Virtuals AI agent board over on 206 00:11:19,440 --> 00:11:22,960 base. AIXBT up 80%, St. up 80%, Vader 207 00:11:22,960 --> 00:11:27,080 up 150%. Notably just a few days after 208 00:11:27,080 --> 00:11:30,360 Binance covered that virtual protocol in their AI crypto 209 00:11:30,360 --> 00:11:33,120 research report. So some big winners over there. 210 00:11:34,240 --> 00:11:39,760 Wow, lots of stuff happening on that front Tyler, looks like we, 211 00:11:39,760 --> 00:11:41,360 we jinxed it. You know, we're saying the board 212 00:11:41,360 --> 00:11:43,320 looks green so far. It's not looking so green 213 00:11:43,320 --> 00:11:48,880 anymore anyways, our, our, our, you know, our coins are speed 214 00:11:48,880 --> 00:11:53,280 running to a total $92,000. It's over anyways, Tyler. 215 00:11:53,280 --> 00:11:55,000 All right, so let's let's start from the start. 216 00:11:55,000 --> 00:11:57,440 I mean, I, I like the headline that both remainders seem to be 217 00:11:57,440 --> 00:12:01,960 sharing here, which is that Morocco, the UK, the rumble news 218 00:12:01,960 --> 00:12:04,560 that's on our country obviously, but that's positive momentum 219 00:12:04,560 --> 00:12:08,480 around Bitcoin here. So it looks like crypto is the 220 00:12:08,480 --> 00:12:11,920 adoption of knock with Bitcoin general keeps moving forward. 221 00:12:12,760 --> 00:12:16,480 Yeah, that that seems to be the case then just set up for a 222 00:12:16,480 --> 00:12:20,200 landmark year in 2025. I will say I think we're seeing 223 00:12:20,200 --> 00:12:24,480 some escalating concerns around sailor and is he becoming key 224 00:12:24,480 --> 00:12:29,000 man risk for Bitcoin. I think Coral Bob notable 225 00:12:29,000 --> 00:12:31,160 personality from like the sports betting space. 226 00:12:31,160 --> 00:12:33,920 He shared some concerns on his ex yesterday. 227 00:12:33,920 --> 00:12:37,560 He basically said that he thinks it's going that this is the 228 00:12:37,560 --> 00:12:40,240 Black Swan risk and it will be obvious in hindsight. 229 00:12:41,520 --> 00:12:44,320 First person to say this by any means, but I feel like these 230 00:12:44,440 --> 00:12:45,600 calls are getting a little bit louder. 231 00:12:46,000 --> 00:12:47,480 Well, that's the tweet that started it, all, right? 232 00:12:47,480 --> 00:12:51,240 And then of course, Jason Calacanis had to double down 233 00:12:51,240 --> 00:12:54,200 because this guy's so cringe. I can't. 234 00:12:54,200 --> 00:12:55,520 He's like, I've been holding bitcoins. 235 00:12:55,520 --> 00:12:58,320 It's $100. But I agree, he probably owns 236 00:12:58,320 --> 00:13:02,040 like .02 Bitcoin. Anyways, Harold Bob said at some 237 00:13:02,040 --> 00:13:05,200 point the next unexpected BTC implosion will likely be tied to 238 00:13:05,520 --> 00:13:08,160 micro strategy. No idea yeah how or when and 239 00:13:08,160 --> 00:13:11,240 it's likely a few years away, but it's highly probable to 240 00:13:11,280 --> 00:13:15,040 happen and when it does it will exceedingly be obvious in 241 00:13:15,040 --> 00:13:16,480 hindsight. He followed it up of course 242 00:13:16,480 --> 00:13:17,920 with. And then when the dust settles, 243 00:13:18,760 --> 00:13:20,080 that's always the two that nobody saw, right? 244 00:13:20,840 --> 00:13:26,080 And then when the dust settles, BC will rebound again like it 245 00:13:26,080 --> 00:13:27,840 always has. I'm I'm curious to take mine 246 00:13:27,840 --> 00:13:31,240 though on this. I, I, I think that it's actually 247 00:13:31,240 --> 00:13:34,160 valid this time. Like I think if he's big enough, 248 00:13:34,560 --> 00:13:39,680 like if, if, if I said to you, hey Faroque, I'm going to borrow 249 00:13:39,680 --> 00:13:44,720 $42 billion and I'm going to buy Bitcoin, you'd probably be like, 250 00:13:44,920 --> 00:13:46,200 yeah, there's probably some risk in that. 251 00:13:47,200 --> 00:13:51,040 You know, like he's buying way up, right? 252 00:13:51,040 --> 00:13:53,000 He's buying big bags of the way up. 253 00:13:53,000 --> 00:13:54,960 Like he remember he has a liquidation price. 254 00:13:54,960 --> 00:13:58,800 His liquidation price is very low even during the bear, right? 255 00:13:58,840 --> 00:14:00,920 Maybe when we went down to we nearly. 256 00:14:00,960 --> 00:14:03,920 Tapped it, yeah. I don't know. 257 00:14:03,920 --> 00:14:06,600 He's obviously with each successive purchase, he's 258 00:14:06,600 --> 00:14:08,800 bringing up that liquidation price essentially. 259 00:14:09,000 --> 00:14:14,920 And I don't know, but there's a chance that Bitcoin drops 80% on 260 00:14:14,920 --> 00:14:19,880 something, right? And then that does become a 261 00:14:19,880 --> 00:14:24,160 pretty, pretty big deal. Yeah, look at this quote tweet. 262 00:14:24,160 --> 00:14:30,840 Tyler Far Coin fixes this. Until we get the MicroStrategy 263 00:14:30,840 --> 00:14:34,720 of Fart coin, which is probably coming in late 2025, yeah. 264 00:14:35,840 --> 00:14:38,360 Yeah, I mean Agent Chad, right. Like the the the folks that you 265 00:14:38,360 --> 00:14:40,080 know, tend to follow seem to agree as well. 266 00:14:40,080 --> 00:14:41,960 Like sure. But for now, we respect the 267 00:14:41,960 --> 00:14:44,640 pomp. I mean, how long do you think? 268 00:14:44,640 --> 00:14:49,120 I mean, Beanie seemed to comment under his stuff saying, you 269 00:14:49,120 --> 00:14:53,280 know, that it's it's probably going to happen sooner than we 270 00:14:53,280 --> 00:14:56,040 think. Look, everyone's saying this. 271 00:14:56,040 --> 00:14:58,160 So basically for this to play out, we we need him to continue 272 00:14:58,160 --> 00:15:04,120 to buy big on, on leverage, drive up his average price 273 00:15:04,560 --> 00:15:08,480 pretty significantly higher and then a huge crash to happen and 274 00:15:08,480 --> 00:15:11,520 then him not be able to cover the debt as I understand it. 275 00:15:12,600 --> 00:15:17,120 Yeah, a lot. Of people seem to be like it 276 00:15:17,120 --> 00:15:22,080 seems to everybody agrees with with what he's saying. 277 00:15:22,080 --> 00:15:24,600 So I don't know, I don't know where he's getting that yield 278 00:15:24,600 --> 00:15:28,200 from and I don't really understand this high level 279 00:15:28,200 --> 00:15:30,280 stuff, to be honest, but it is crazy right? 280 00:15:30,280 --> 00:15:32,440 Keeps buying. He bought 55,000 Bitcoin 100K. 281 00:15:33,160 --> 00:15:37,720 So so it's it is it is definitely, I guess, a a risk. 282 00:15:38,080 --> 00:15:40,160 What's the what so still on Bitcoin? 283 00:15:40,160 --> 00:15:41,920 What's the Morocco news? I thought it was interesting. 284 00:15:41,920 --> 00:15:44,000 I didn't I missed that one. I didn't see any of that. 285 00:15:44,600 --> 00:15:49,040 So Morocco, MM Hmm. I think they basically just said 286 00:15:49,040 --> 00:15:52,400 that that everyone's using it anyway, so we're going to make 287 00:15:52,400 --> 00:15:56,560 it legal. They were like like an existence 288 00:15:56,560 --> 00:15:59,200 that they couldn't do anything about it so. 289 00:16:00,200 --> 00:16:02,920 That's nice. Morocco and OK. 290 00:16:02,920 --> 00:16:03,840 Nice. I've never been. 291 00:16:03,840 --> 00:16:05,760 He has been to Morocco before. I always wanted to visit. 292 00:16:06,440 --> 00:16:10,680 No, no, Yeah, it's a beautiful. Place I have a friend. 293 00:16:10,680 --> 00:16:13,280 Actually I ran into him and he moved back from here back to 294 00:16:13,280 --> 00:16:16,320 Morocco to help the government with the crypto stuff. 295 00:16:16,320 --> 00:16:18,560 So I guess he wasn't kidding when he told me that two years 296 00:16:18,560 --> 00:16:20,880 ago. Yeah, a friend of. 297 00:16:20,880 --> 00:16:24,040 Mine very good friend of mine, I'm going to hit him up. 298 00:16:24,040 --> 00:16:28,000 He's been helping MCS more. I'm at six the cream he was 299 00:16:28,000 --> 00:16:30,400 saying and on the blockchain side of things, he was trying to 300 00:16:30,400 --> 00:16:34,400 bring 5 to Morocco last cycle to like come and help out and I was 301 00:16:34,400 --> 00:16:38,680 like, Nah, he's serious. Habib habibi. 302 00:16:40,320 --> 00:16:45,480 Farooq. Farooq habibi. 303 00:16:46,560 --> 00:16:49,160 Oh my God, they have some good hash over there. 304 00:16:49,160 --> 00:16:50,840 Let me tell you that. That's all it takes for me. 305 00:16:51,080 --> 00:16:52,880 You got dude, I'll go to Morocco. 306 00:16:52,920 --> 00:16:55,800 Smoke that oil, baby. That's just like, you know, like 307 00:16:55,800 --> 00:16:57,840 play DoH. Anyways, Tyler. 308 00:17:00,560 --> 00:17:02,680 Anyways, sorry guys. Tyler. 309 00:17:04,119 --> 00:17:05,880 Tyler, what? What else do you got for us 310 00:17:05,880 --> 00:17:08,839 today? I think so. 311 00:17:08,839 --> 00:17:13,760 There's growing chatter about a base season taking place again, 312 00:17:14,440 --> 00:17:21,520 we've been here before, right? I think the phantom news is 313 00:17:21,640 --> 00:17:26,400 fairly noteworthy and it comes at an interesting time where 314 00:17:26,400 --> 00:17:29,040 the, I mean, I was looking at the pump fund metrics this 315 00:17:29,040 --> 00:17:33,840 morning like they're just through the roof, 50 to 70,000 316 00:17:33,840 --> 00:17:38,640 token launches per day. I do feel like there is perhaps 317 00:17:38,640 --> 00:17:42,840 some temporary exhaustion just like massive dilution issues, 318 00:17:42,840 --> 00:17:44,360 trenches a little bit cooked out. 319 00:17:44,880 --> 00:17:48,280 It actually feels like perhaps opening the door up for an 320 00:17:48,280 --> 00:17:53,240 environment with smaller volume and smaller velocity could be 321 00:17:53,240 --> 00:17:55,720 interesting. Plus you know that the ETH crowd 322 00:17:55,720 --> 00:17:59,440 desperate for a win right now we've got the bankless guys 323 00:17:59,440 --> 00:18:01,120 touting 700K micro. Cut that. 324 00:18:01,560 --> 00:18:06,800 Was crazy. So the ships are kind of falling 325 00:18:06,800 --> 00:18:09,360 in place right now. We we've got clanker doing 326 00:18:09,360 --> 00:18:13,080 really well over there. That's a new launchpad for 327 00:18:13,080 --> 00:18:17,000 tokens. It's AI based and it's on warp 328 00:18:17,000 --> 00:18:18,880 cast. I've I've seen mixed reviews 329 00:18:18,880 --> 00:18:21,760 about it, but it it certainly has caught some, some headlines. 330 00:18:22,120 --> 00:18:24,840 But I think that the bigger action that perhaps is a little 331 00:18:24,840 --> 00:18:30,160 bit more durable is the is virtuals and some yeah, agent 332 00:18:30,160 --> 00:18:32,600 success. I feel. 333 00:18:32,600 --> 00:18:35,200 I think, you know, Amanda, you kind of mentioned like zero bro. 334 00:18:35,200 --> 00:18:37,760 And who who is the next, who's the next one up? 335 00:18:39,200 --> 00:18:43,760 AIXPT might be the next man up in like the hot AI agent space. 336 00:18:43,760 --> 00:18:46,880 I've seen a lot of chatter around folks who really like 337 00:18:46,880 --> 00:18:52,120 that that bot, it does analysis. I think it's one of the 1st 338 00:18:52,640 --> 00:18:55,520 through like analysis bots we've seen that really caught steam. 339 00:18:55,520 --> 00:18:58,840 So it's it's just tweeting all day, you know, making calls, 340 00:18:58,840 --> 00:19:02,840 predictions and analyzing everything from alts to to 341 00:19:02,840 --> 00:19:06,280 memes. For those who may not be 342 00:19:06,280 --> 00:19:10,240 familiar with it, like this bot does hallucinate as well. 343 00:19:10,240 --> 00:19:13,760 So like I I wouldn't just take its analysis on the surface. 344 00:19:13,760 --> 00:19:17,200 Like if you're about to make an investment decision on it, maybe 345 00:19:17,200 --> 00:19:22,000 double check it. But it's definitely cost some 346 00:19:22,000 --> 00:19:25,680 steam in the token 80 million yesterday, which kind of puts it 347 00:19:25,680 --> 00:19:30,920 in the the upper tier of the AI tokens straight. 348 00:19:31,160 --> 00:19:35,000 Not to own virtual though. Virtual is just just 700 349 00:19:35,000 --> 00:19:37,360 million, like isn't. 700 million. 350 00:19:37,640 --> 00:19:39,280 Wow. I was going to ask like, isn't 351 00:19:39,280 --> 00:19:41,280 that the play? Like I also want to talk to you 352 00:19:41,280 --> 00:19:43,000 guys about this, like earlier today when we were talking about 353 00:19:43,000 --> 00:19:46,640 GOAT in the eye in the chat, but isn't that the real platform for 354 00:19:46,640 --> 00:19:49,080 all these things at this stage or the main one? 355 00:19:49,640 --> 00:19:50,600 It depends. It depends. 356 00:19:50,600 --> 00:19:52,000 Like they're they're all doing different things. 357 00:19:52,000 --> 00:19:56,880 So like how they're all set up, you have on base, you have 358 00:19:56,880 --> 00:20:00,800 virtuals, which is you need virtual launch it one of these 359 00:20:00,800 --> 00:20:07,120 tokens and and so you're basically uses the currency for 360 00:20:07,120 --> 00:20:12,080 the marketplace for AI16Z, they have a like a GitHub framework, 361 00:20:12,080 --> 00:20:17,280 right, called Eliza, and for projects are asked to donate 10% 362 00:20:17,280 --> 00:20:22,320 of their project to the Dow. It's not written in the code, 363 00:20:22,400 --> 00:20:28,800 they just they're asked to. And then I think there's one 364 00:20:28,800 --> 00:20:33,120 more where it's more on chain like you actually get tokens are 365 00:20:33,120 --> 00:20:38,320 actually used to directly buy, buy and burn some of the token. 366 00:20:38,960 --> 00:20:43,000 And then you have zero bro, which is looking to build its 367 00:20:43,000 --> 00:20:45,000 own framework called 0 Pay, I think. 368 00:20:46,480 --> 00:20:51,160 And that may come out, but it's like, and then even yesterday 369 00:20:51,160 --> 00:20:57,160 there was some headlines from Andy like linking up with two 370 00:20:57,160 --> 00:21:01,200 other AI researchers and they might do a platform. 371 00:21:01,200 --> 00:21:03,840 Like a lot of these people are like, this is how code, this is 372 00:21:03,840 --> 00:21:06,280 how these guys are coders, right? 373 00:21:06,280 --> 00:21:08,760 So they're, they're building, they're all trying to build 374 00:21:08,760 --> 00:21:11,680 something here. So I think they're all going to 375 00:21:11,680 --> 00:21:15,000 go down the platform route, if I'm honest, every single one of 376 00:21:15,000 --> 00:21:18,280 them. So if they all go to platform 377 00:21:18,280 --> 00:21:23,200 route, what does that mean for the all of them if everyone does 378 00:21:23,200 --> 00:21:26,120 the same thing? I actually think you're going to 379 00:21:26,120 --> 00:21:27,200 see a lot of the same thing here. 380 00:21:27,320 --> 00:21:32,000 Like the reason why is a lot of this is open source, like a lot 381 00:21:32,120 --> 00:21:36,120 of this is open source. And so when one person does 382 00:21:36,120 --> 00:21:39,760 something, they often, it's often very easy for it to be 383 00:21:39,760 --> 00:21:42,520 done by anyone else. Like TikTok functionality, All 384 00:21:42,520 --> 00:21:44,440 of them are now going to go on TikTok because one of them has 385 00:21:44,440 --> 00:21:46,720 done it. All of them are going to produce 386 00:21:46,720 --> 00:21:50,520 a they're going to start producing videos, images. 387 00:21:50,520 --> 00:21:52,200 Remember, remember when Truth Turnbull did that? 388 00:21:52,200 --> 00:21:56,280 And then now they all do that. And now one of them made a rap 389 00:21:56,280 --> 00:21:58,040 album. Now they're all going to make an 390 00:21:58,040 --> 00:22:00,040 album and one of them made a film. 391 00:22:00,040 --> 00:22:01,360 Now they're all going to make a film. 392 00:22:01,360 --> 00:22:03,800 Like it's going to be a bit like that with these. 393 00:22:04,360 --> 00:22:07,040 I don't think there's anything wrong with that. 394 00:22:07,040 --> 00:22:11,320 I'm just trying to tell you that like the way this film is, is is 395 00:22:11,560 --> 00:22:15,640 is open source generally. So people, people piggyback off 396 00:22:15,640 --> 00:22:18,080 each other a lot. I've got two thoughts on that. 397 00:22:18,080 --> 00:22:22,920 So one, I, I think when new tokens are coming out and 398 00:22:22,920 --> 00:22:26,680 launching and building steam, it is a nice catalyst because you, 399 00:22:26,720 --> 00:22:28,640 you're, you have these builders and you have the, they're 400 00:22:28,640 --> 00:22:30,080 executing these Rd. maps quickly. 401 00:22:30,440 --> 00:22:33,920 So like you're seeing daily updates and big daily updates 402 00:22:33,920 --> 00:22:37,400 can spike that the tokens. In fact, we saw that with like 403 00:22:37,400 --> 00:22:40,720 the Vader agent actually is up 150% because they announced like 404 00:22:40,720 --> 00:22:43,240 5, they hired a team of six. So like they're, they're 405 00:22:43,240 --> 00:22:45,640 building up quite a bit over there. 406 00:22:45,920 --> 00:22:50,280 But I think the higher these tokens go, it, it becomes more 407 00:22:50,280 --> 00:22:52,800 and more risky like what, what they're actually building and 408 00:22:52,800 --> 00:22:54,760 putting out. And if they're just building the 409 00:22:54,760 --> 00:22:59,240 same platform launchpad for agents that we've already have 7 410 00:22:59,240 --> 00:23:03,120 copies of, it starts to kind of raise the question like are they 411 00:23:03,120 --> 00:23:06,720 overvalued for like the for what products they're offering? 412 00:23:07,440 --> 00:23:10,880 So I think it's it's bullish early and then it becomes more 413 00:23:10,880 --> 00:23:13,920 bearish as the tokens mature like that's that's my current 414 00:23:13,920 --> 00:23:17,520 take on the hundreds. Yeah, I think that's the right 415 00:23:17,520 --> 00:23:18,000 take. I think. 416 00:23:18,040 --> 00:23:23,960 I think the issue with investing in these tokens is they become 417 00:23:23,960 --> 00:23:30,080 very difficult to to underwrite certain because they are a lot 418 00:23:30,080 --> 00:23:33,400 of them are utility based and they're utility based at the 419 00:23:33,400 --> 00:23:37,000 bleeding edge, like actually at the bleeding edge of tech like 420 00:23:37,400 --> 00:23:40,600 these guys are, are some of the smartest people, right? 421 00:23:41,280 --> 00:23:44,320 We had this big drain, brain drain from pretty much every 422 00:23:44,320 --> 00:23:47,360 major sector, which all went to AI and now suddenly they come 423 00:23:47,360 --> 00:23:50,360 back into crypto and they all want to build like the most 424 00:23:50,360 --> 00:23:54,120 crazy shit possible. So and often they're all 425 00:23:54,120 --> 00:23:56,280 building it on top of each other, right, like with each 426 00:23:56,280 --> 00:23:59,920 other's help. So if a coin gets to a certain 427 00:23:59,920 --> 00:24:03,960 level and it's just an AI agent, like it's so easy for somebody 428 00:24:03,960 --> 00:24:07,000 else to come and say, hey, look at my one, this one does this. 429 00:24:07,000 --> 00:24:11,880 And that's where it breaks down. You're going to have a, the 430 00:24:11,960 --> 00:24:13,960 other thing to, to put into perspective here is I think 431 00:24:13,960 --> 00:24:17,640 you're going to have so many of these agents, like we are 432 00:24:17,640 --> 00:24:20,880 talking factors higher. They're going to be like the 433 00:24:20,880 --> 00:24:22,760 meme coins, right? We're going to have 10,000. 434 00:24:23,240 --> 00:24:26,280 In two point O. Like we're going to have 10,000 435 00:24:26,280 --> 00:24:32,960 a day, which makes which makes it again much more difficult to 436 00:24:32,960 --> 00:24:39,480 to discern value. So for someone who's getting so 437 00:24:39,480 --> 00:24:41,800 let's just go there right. So for someone who's getting 438 00:24:41,800 --> 00:24:45,200 involved like I, I, I guess like how many of you in the audience 439 00:24:45,200 --> 00:24:48,040 have AI coins like give me thumbs up and thumbs down if you 440 00:24:48,040 --> 00:24:50,600 got AI or coins yeah about double thumbs up. 441 00:24:50,600 --> 00:24:52,880 If you don't have any, you have no idea where to start. 442 00:24:52,880 --> 00:24:55,360 Just thumbs me down here. OK, just quick thumbs up. 443 00:24:55,360 --> 00:25:00,920 And by the way, the code today is agents Bo rafflebot dot XYZ, 444 00:25:01,560 --> 00:25:03,960 rafflebot dot XYZ. Y'all know how to spell raffle 445 00:25:03,960 --> 00:25:08,680 and bot and especially dot XYZ and go put the code agents 446 00:25:08,680 --> 00:25:11,600 AGENTS and and put it in the chat. 447 00:25:11,600 --> 00:25:13,640 Also, like if you're on the broadcast, go on our accounts. 448 00:25:13,640 --> 00:25:16,720 We all post our broadcast. Mando Tyler and I go comment. 449 00:25:16,960 --> 00:25:18,560 Let me know what you're buying. All right, let me know what 450 00:25:18,560 --> 00:25:19,960 you're buying it thumbs up, thumbs up. 451 00:25:20,760 --> 00:25:23,160 So what do you start? Like I'm at this point and 452 00:25:23,240 --> 00:25:25,720 that's why I was saying the guys before the show where I just I'm 453 00:25:25,720 --> 00:25:29,000 starting to really lose a lot of belief in a lot of that for the 454 00:25:29,000 --> 00:25:31,200 reason that it's all starting to sound very mid curve to me. 455 00:25:31,200 --> 00:25:32,640 Now. Listen to Mando last night on T 456 00:25:32,640 --> 00:25:35,880 GS thread podcast. Obviously goat is the only one I 457 00:25:35,880 --> 00:25:37,000 own. I made a tweet yesterday about 458 00:25:37,000 --> 00:25:39,240 my my top bags, which in retrospect, I guess it shouldn't 459 00:25:39,240 --> 00:25:41,360 have because I make a lot of people mad for not having their 460 00:25:41,360 --> 00:25:43,800 coin, but whatever. But that's just my bags. 461 00:25:44,120 --> 00:25:46,960 Doesn't mean yours won't go up. But like so I bought goat for 462 00:25:46,960 --> 00:25:49,400 the reason that I don't really have time patience to read 463 00:25:49,400 --> 00:25:52,280 philosophical threads about AI or watch million hours of 464 00:25:52,280 --> 00:25:54,800 stream. And also my goat is Mando. 465 00:25:54,840 --> 00:26:00,720 He's my he's my goat and so I buy what he says, even though he 466 00:26:00,720 --> 00:26:04,000 tells me NFAI still do it and sometimes I go a little too hard 467 00:26:04,360 --> 00:26:05,640 and then he's like, why did you do that? 468 00:26:05,880 --> 00:26:08,840 But anyways, point me, I buy gold because I see Nachi, I see 469 00:26:08,840 --> 00:26:12,760 pawn Lord, I see Mando, I see some very like people I believe 470 00:26:12,760 --> 00:26:14,960 to be smart money follow that. So I go there. 471 00:26:15,360 --> 00:26:18,120 But like I wish I bought 0 early, but here it's tough for 472 00:26:18,120 --> 00:26:20,600 me to buy fartcoin. Tyler knows I love because it 473 00:26:20,600 --> 00:26:24,480 makes sense to me because it's so redacted, right, But the 474 00:26:24,480 --> 00:26:27,280 whole like AI thing is starting to really fill my curve to me 475 00:26:27,280 --> 00:26:29,200 guys, like I know I spoke about it yesterday, but I thought 476 00:26:29,200 --> 00:26:31,880 about it even more and I even have to listen to you yesterday, 477 00:26:31,880 --> 00:26:33,560 Mando. I still I'm not sold like I'm 478 00:26:33,560 --> 00:26:36,160 like I I'm like really starting to think that I saw a lot of 479 00:26:36,200 --> 00:26:38,960 it's starting to sound really like a big rift, which is why I 480 00:26:38,960 --> 00:26:41,200 like my chug eye or my meme coins on the left curve because 481 00:26:41,200 --> 00:26:43,280 just just meme coins. At least we're being honest. 482 00:26:43,640 --> 00:26:45,880 There's no thesis behind it. I'm buying it because it's 483 00:26:45,880 --> 00:26:48,000 stupid, because it's viral on TikTok. 484 00:26:48,000 --> 00:26:49,560 You know what I mean? What do you think? 485 00:26:49,560 --> 00:26:52,160 Like is this all starting to sound a little too mid curve to 486 00:26:52,160 --> 00:26:55,600 you? I think the the term left curve 487 00:26:55,600 --> 00:26:59,640 because right curve right, like it really came into being in the 488 00:26:59,640 --> 00:27:03,120 last two years. Like when, when I first came 489 00:27:03,120 --> 00:27:07,320 into crypto about a year, 4 years ago and you started buying 490 00:27:07,320 --> 00:27:13,760 NFTS, NFTS with some form of utility were actually seen as 491 00:27:13,760 --> 00:27:17,680 the left curve play, right? Because everyone else is buying 492 00:27:17,680 --> 00:27:19,480 altcoins. Everyone was buying utility 493 00:27:19,480 --> 00:27:21,640 altcoins and they were like, I can't believe you're buying a 494 00:27:21,640 --> 00:27:25,240 monkey JPEG that's giving you access, like giving you all this 495 00:27:25,240 --> 00:27:27,200 stuff. Like that was the left curve 496 00:27:27,200 --> 00:27:31,560 play of the and everyone, because everyone thought that 497 00:27:31,560 --> 00:27:36,360 like they were so dumb, right that they that that they were 498 00:27:36,360 --> 00:27:39,800 left curve and and you should be buying my defiles was the mid 499 00:27:39,800 --> 00:27:43,560 curve play of that cycle. And during the course of this 500 00:27:43,560 --> 00:27:48,520 bear market, we actually we shifted way more to the left, 501 00:27:48,920 --> 00:27:53,080 like take the shop and go all the way over there. 502 00:27:53,440 --> 00:27:57,480 OK. And so it's. 503 00:27:58,920 --> 00:28:00,760 So true. It's so true. 504 00:28:01,400 --> 00:28:04,240 Point where NFTS are not even seen as left curve, right NFTS. 505 00:28:05,520 --> 00:28:07,920 Mid Carolina. And we went. 506 00:28:08,480 --> 00:28:13,600 Boom. And what we're seeing with these 507 00:28:13,680 --> 00:28:15,960 AI coins is a return to some of this. 508 00:28:18,160 --> 00:28:20,520 It's. Vague future utility that's all 509 00:28:20,520 --> 00:28:25,920 I would say and that reminds me a lot of altcoins from 2021 510 00:28:26,080 --> 00:28:29,280 altcoins of 21 and some some some NFTS as well, which were 511 00:28:29,280 --> 00:28:33,920 like utility based NFTS like which all which all breaks down. 512 00:28:34,080 --> 00:28:37,920 I think, I think it's, it's, it's bound to break down, but #1 513 00:28:37,920 --> 00:28:40,600 the supply, the incentives of the people coming in are, are 514 00:28:40,600 --> 00:28:42,680 definitely not aligned. Even if they are short term, 515 00:28:42,680 --> 00:28:48,560 they won't be long term. And I think, and I think that 516 00:28:48,560 --> 00:28:50,520 there's no, there's no need for any of these tokens. 517 00:28:51,080 --> 00:28:53,680 Like there's actually just no, why, why are you using any of 518 00:28:53,680 --> 00:28:57,200 the tokens? That being said, I do think that 519 00:28:57,200 --> 00:29:01,880 this space can go a lot higher. In the same way that gaming went 520 00:29:01,880 --> 00:29:03,840 really high, NFCS went really high. 521 00:29:04,400 --> 00:29:05,680 They have. To make sense for pro gaming 522 00:29:05,680 --> 00:29:08,280 tokens for them, for trillions yeah, bajillions like. 523 00:29:09,080 --> 00:29:13,360 It's more just like when normies come in, they actually want to 524 00:29:13,400 --> 00:29:17,360 think they are investors as well as a there's the dumb money 525 00:29:17,360 --> 00:29:19,000 right that want to spend like money on me, but. 526 00:29:19,320 --> 00:29:21,640 What would they buy AI? What would they buy AI over the 527 00:29:21,880 --> 00:29:27,240 mid curse of the gaming again? I think a massive trend that 528 00:29:27,240 --> 00:29:31,800 people feel like they need to have exposure to and they the 529 00:29:31,840 --> 00:29:34,040 only way they've been out to do it is by Megatech. 530 00:29:34,800 --> 00:29:38,240 What do you think? Yeah, what do you? 531 00:29:38,280 --> 00:29:39,560 Think Tyler, what's your take on this? 532 00:29:40,280 --> 00:29:43,200 These cool things are are being built in the green. 533 00:29:43,200 --> 00:29:46,040 Like I have not been following the broader AI sector 534 00:29:46,480 --> 00:29:50,520 comprehensively, but in the past few months at the intersection 535 00:29:50,520 --> 00:29:53,240 of AI and crypto. Now we've got AI dowels, we have 536 00:29:53,360 --> 00:29:57,320 AI agent launch pads, we have AI creators taking over portions of 537 00:29:57,480 --> 00:30:03,280 CT in our building followings, like pretty active and and large 538 00:30:03,320 --> 00:30:06,640 followings. We've got AI just dropping music 539 00:30:06,640 --> 00:30:11,280 albums like, and a lot of it is flaw for or vaporware, But I 540 00:30:11,280 --> 00:30:14,600 mean, it's a it's a pretty big trend and now there's more and 541 00:30:14,600 --> 00:30:16,520 more builders coming into the space. 542 00:30:16,520 --> 00:30:21,080 Like I think if you're bullish on crypto adoption like this 543 00:30:21,080 --> 00:30:24,640 feels like the the most interesting sector of crypto to 544 00:30:24,640 --> 00:30:29,000 me right now. I agree with that. 545 00:30:29,160 --> 00:30:32,160 I actually think don't fade crypto meet AI. 546 00:30:32,480 --> 00:30:33,880 That's what I don't think you should fade. 547 00:30:34,040 --> 00:30:37,120 I think the coins themselves are the things that might not 548 00:30:37,120 --> 00:30:37,480 happen. That's. 549 00:30:37,480 --> 00:30:39,080 Like a goat. It's my whole thesis. 550 00:30:39,080 --> 00:30:41,720 It's like crypto meet AI and some of the smartest people are 551 00:30:41,720 --> 00:30:43,520 in it. That's my entire thesis. 552 00:30:43,520 --> 00:30:45,040 There's no other thesis behind that. 553 00:30:45,640 --> 00:30:48,280 Yeah, exactly. In the same way that like crypto 554 00:30:48,280 --> 00:30:51,480 will be the will be the rails in which AI can do stuff that is 555 00:30:51,480 --> 00:30:55,640 100% going to be the case, like like 100% and that they will be 556 00:30:55,640 --> 00:30:57,280 used increasingly for cryptos functions. 557 00:30:57,280 --> 00:30:58,720 That is 100% going to be the case. 558 00:30:58,720 --> 00:31:00,840 I think we're going to get hundreds of millions of them, 559 00:31:00,840 --> 00:31:04,520 but this early, everyone's like, I believe in that, but I don't 560 00:31:04,520 --> 00:31:06,200 know how to how to benefit from it. 561 00:31:06,560 --> 00:31:09,320 And so you get these like, I wouldn't say they're like 562 00:31:09,360 --> 00:31:12,520 explicit Grifs, but they're just, we don't know what the 563 00:31:12,520 --> 00:31:15,320 future is going to be like as AI agents come into crypto. 564 00:31:15,680 --> 00:31:18,360 Therefore, we're going to experiment with different forms 565 00:31:18,360 --> 00:31:20,360 of like how you can benefit from that. 566 00:31:20,640 --> 00:31:23,880 And I think a lot of that is just grey area. 567 00:31:24,240 --> 00:31:27,960 But in, in six months we'll be like, Oh yeah, like actually 568 00:31:27,960 --> 00:31:29,480 that never was going to catch on with it. 569 00:31:29,680 --> 00:31:35,800 But it's kind of I, I, I don't want to describe it, but I 570 00:31:35,800 --> 00:31:39,160 don't, I think it can it in the in the interim period. 571 00:31:39,160 --> 00:31:42,120 I also think that this stuff will, it's already attracting 572 00:31:42,520 --> 00:31:46,320 more people are coming on to look at AI than they are meme 573 00:31:46,320 --> 00:31:47,760 coins. They're actually like, you can 574 00:31:47,760 --> 00:31:51,520 see that from crypto mine like, and that's from KOLS. 575 00:31:51,520 --> 00:31:55,120 Like KOLS are actually mentioning AI more than they're 576 00:31:55,120 --> 00:31:57,720 mentioning meme coins. That's kind of wild. 577 00:31:58,960 --> 00:32:00,680 And then like looking at the market cap, you just pull up the 578 00:32:00,680 --> 00:32:05,920 board briefly, like the entire entire Solana AI meme sector, is 579 00:32:05,920 --> 00:32:09,000 that like 3 billion roughly? 1st, I agree. 580 00:32:09,000 --> 00:32:10,720 Yeah, this is very low. It's too low. 581 00:32:11,480 --> 00:32:15,160 That pays 3X bigger than if you add the base eco's worth about a 582 00:32:15,160 --> 00:32:18,600 billion, with virtuals making up 70% of that. 583 00:32:18,680 --> 00:32:20,160 So virtual. 'S not in there right? 584 00:32:20,160 --> 00:32:22,360 In the in this this is. Just a lot, huh? 585 00:32:25,160 --> 00:32:27,000 That feels low. I don't know. 586 00:32:27,040 --> 00:32:29,880 Yeah, I guess I don't know. 3X from here. 587 00:32:30,440 --> 00:32:33,720 I saw the whole AI16Z thing. He didn't sit right with me 588 00:32:33,720 --> 00:32:37,560 either. I saw this morning Shaw's post 589 00:32:37,560 --> 00:32:39,520 just had a call with x.com head of creators. 590 00:32:39,520 --> 00:32:41,800 Reminded me of when Cool man's was like a called Disney. 591 00:32:42,560 --> 00:32:44,920 Doesn't mean he didn't have the call, but like I could, I could 592 00:32:44,920 --> 00:32:47,760 start tweeting about all the calls I have with fucking fat 593 00:32:47,760 --> 00:32:50,240 people up there and then what, you guys going to probably rug 594 00:32:50,240 --> 00:32:51,760 radio NF TS like you know what I mean? 595 00:32:51,800 --> 00:32:54,760 I don't know. She's just like, like I have a 596 00:32:54,760 --> 00:32:56,480 call with someone like that every day, you know? 597 00:32:56,480 --> 00:32:58,000 I thought, yeah, I don't know, Like, I don't mean to. 598 00:32:58,680 --> 00:32:59,960 I don't know. It just doesn't sit right with 599 00:32:59,960 --> 00:33:01,800 me the whole thing yet. And also didn't sit right with 600 00:33:01,800 --> 00:33:03,040 me. All the philosophical threads 601 00:33:03,040 --> 00:33:05,040 about how this is going to be the game changer and how I 602 00:33:05,040 --> 00:33:08,520 should put all my money in it. But maybe I'm the one now that's 603 00:33:08,520 --> 00:33:11,840 on the wrong side of it. The philosophical stuff. 604 00:33:11,840 --> 00:33:14,520 I, I, I don't, I think a lot of people get very philosophical 605 00:33:14,520 --> 00:33:18,840 with, with, with crypto. So with, with AI, right, because 606 00:33:18,840 --> 00:33:21,600 they see as this profound technology that's going to 607 00:33:21,600 --> 00:33:24,680 change everything. And people can extrapolate to 608 00:33:24,680 --> 00:33:27,360 just like crazy levels very, very quickly. 609 00:33:27,360 --> 00:33:30,400 But it's like, you know, in three years time, we're all 610 00:33:30,400 --> 00:33:34,080 going to be, you know, servants to robots like that sort of 611 00:33:34,080 --> 00:33:35,680 stuff. And they can really go for it. 612 00:33:35,680 --> 00:33:40,200 And there's a lot of talk about age I coming in 2026 and Elon 613 00:33:40,200 --> 00:33:47,320 even said that, But I think cut the, the philosophy, right, 614 00:33:47,600 --> 00:33:49,800 Forget what you'd like. Just look at what is capturing 615 00:33:49,800 --> 00:33:54,240 Mindshare and our new users coming in and at this pit of the 616 00:33:54,240 --> 00:33:55,640 cycle. I think a lot of news are coming 617 00:33:55,640 --> 00:33:59,720 in and I think they will they'll get involved in this stuff. 618 00:34:00,400 --> 00:34:03,920 I don't think this was about AI memes, genuinely. 619 00:34:04,000 --> 00:34:05,160 I think this is about what's happening. 620 00:34:05,520 --> 00:34:07,760 I was going to say, do you guys think that CZ would like AI 621 00:34:07,760 --> 00:34:09,159 memes? Because if I'm reading this, I'm 622 00:34:09,159 --> 00:34:10,480 like, damn, he may actually like it. 623 00:34:11,679 --> 00:34:13,280 What do you think, Tyler? Because he says I'm not against 624 00:34:13,280 --> 00:34:14,880 memes, but meme coins are getting a little weird. 625 00:34:14,880 --> 00:34:17,280 Now let's build real applications using blockchain. 626 00:34:17,719 --> 00:34:19,040 See, that's that could be a bull case for us. 627 00:34:19,040 --> 00:34:21,280 Like, hey, like some AI folks are actually trying to build 628 00:34:21,280 --> 00:34:22,840 something different in the meme space. 629 00:34:23,000 --> 00:34:25,320 That's exactly what. I was saying like we were like 630 00:34:25,320 --> 00:34:27,199 we've been. We said the entire bear market 631 00:34:27,880 --> 00:34:30,440 pounding our fists on the table and no cool apps are being built 632 00:34:30,440 --> 00:34:34,239 and now we have cool apps. Yeah. 633 00:34:34,239 --> 00:34:36,920 So I was going to say like maybe that's the the counter, the 634 00:34:36,920 --> 00:34:38,480 opposite, the counter to what I'm saying. 635 00:34:38,480 --> 00:34:40,719 This could be this. It's like, hey, tired of the 636 00:34:40,719 --> 00:34:42,960 left curve, left, left, left, left left curve. 637 00:34:42,960 --> 00:34:45,320 We saw what happened on Pom Pom last weekend. 638 00:34:45,600 --> 00:34:49,679 Type plays fatigue, followed by, hey, this is actually 639 00:34:49,679 --> 00:34:51,520 interesting. It's at the cusp and the helm of 640 00:34:51,520 --> 00:34:54,600 like the intersection of Krypton AI, which in the bear market, I 641 00:34:54,600 --> 00:34:56,800 kept telling people and actually, I mean, remember 642 00:34:56,800 --> 00:34:59,040 speaking at Louis Vuitton for one of the events and I told 643 00:34:59,040 --> 00:35:01,400 people to stop pivoting to AI actually because I thought it 644 00:35:01,400 --> 00:35:03,440 was nothing interesting there. It's just a tool that because 645 00:35:03,440 --> 00:35:05,080 like everyone's like, oh, AI is going to change the world. 646 00:35:05,080 --> 00:35:07,280 Like, dude, like we've been using AI decrypt forever, bro. 647 00:35:07,280 --> 00:35:09,680 Like it's not special. Like yeah, like it's great. 648 00:35:10,000 --> 00:35:12,080 Like AI is like a, it's not a crush, but it's like a thing 649 00:35:12,080 --> 00:35:13,600 that helps you like do your thing better. 650 00:35:13,600 --> 00:35:14,920 I mean, you use AIA lot man, though, right? 651 00:35:14,920 --> 00:35:17,680 Like Tyler, you use AI. I'm sure like AI is great to 652 00:35:17,680 --> 00:35:21,200 help you do things, but it's not like to me, it's not like like, 653 00:35:21,200 --> 00:35:23,720 yeah, it's like it's helping. But now crypto and AI, because 654 00:35:23,720 --> 00:35:27,240 crypto to me is the big innovation in humanity. 655 00:35:27,360 --> 00:35:31,280 Blockchain technology is why I'm, you know, I literally in it 656 00:35:31,280 --> 00:35:32,880 for the tech like, you know what I mean? 657 00:35:33,240 --> 00:35:35,880 But AI is just, it was never like the, the, the appealing 658 00:35:35,880 --> 00:35:37,280 thing for me. Like I don't see myself going 659 00:35:37,400 --> 00:35:40,000 quitting blockchain building business in AI only, but I would 660 00:35:40,000 --> 00:35:42,040 build a business in interception AI in crypto. 661 00:35:43,000 --> 00:35:44,560 Think about what happened with gaming, right? 662 00:35:44,560 --> 00:35:48,120 Let's actually let's actually go through gaming gaming have this 663 00:35:48,240 --> 00:35:50,160 monument and let's say metaverse as well. 664 00:35:50,160 --> 00:35:54,200 You have this monumental run up of right, everyone's going to 665 00:35:54,280 --> 00:35:56,560 come and play our games, we're changing the world, all that 666 00:35:56,560 --> 00:35:59,760 sort of stuff and those coins all went really high, right, 667 00:36:00,200 --> 00:36:05,320 8.25 billion actually went to 40 sand. 668 00:36:05,320 --> 00:36:08,440 I think this was multiple. I don't know it was above 10, 669 00:36:08,440 --> 00:36:10,080 but like definitely nearer about that. 670 00:36:10,440 --> 00:36:13,160 But we're talking about the central language had like three 671 00:36:13,160 --> 00:36:17,760 people in it was was multiple billions like insane, right, 672 00:36:17,760 --> 00:36:21,200 absolutely insane. At the time, everyone was like, 673 00:36:21,200 --> 00:36:23,120 you know, this is going to change the world. 674 00:36:23,120 --> 00:36:27,320 And then and then it went through this, this complete 675 00:36:27,320 --> 00:36:30,920 deflation when that realized that that either the even if 676 00:36:31,080 --> 00:36:34,760 people were to come, that it wasn't going to cause the coin 677 00:36:34,760 --> 00:36:39,400 to be valuable. And then because because there 678 00:36:39,400 --> 00:36:42,440 was no real use case for it. And then it's kind of had a 679 00:36:42,440 --> 00:36:43,760 little bit more of a resurgence recently. 680 00:36:43,760 --> 00:36:46,000 Like even gaming, you see the popular gaming, the the number 681 00:36:46,000 --> 00:36:48,280 one gaming meme, the cycle has been that super coin, which is 682 00:36:48,280 --> 00:36:50,080 kind of similar to Epic. It's like it's, it's more 683 00:36:50,080 --> 00:36:56,240 resting on a community based like memetic style than than 684 00:36:56,280 --> 00:37:00,160 anything else. I think that's what will happen 685 00:37:00,160 --> 00:37:01,800 with AI here. I think people will realise that 686 00:37:01,800 --> 00:37:03,440 like, yes, you can be super bullish on this. 687 00:37:03,440 --> 00:37:05,920 You can even be super bullish on it, like people coming in and 688 00:37:05,920 --> 00:37:08,560 doing stuff with it in crypto. But the end of the day, the only 689 00:37:08,560 --> 00:37:11,320 thing that will probably hold value will be the memes. 690 00:37:11,560 --> 00:37:16,360 It'll be it'll be the stuff that isn't about utility. 691 00:37:18,400 --> 00:37:21,480 Yeah, that's my, that's my tip. I like it so. 692 00:37:21,600 --> 00:37:23,040 So circling back to, I think that's great. 693 00:37:23,440 --> 00:37:25,960 My answer is slightly different. So I think your opening question 694 00:37:25,960 --> 00:37:28,920 was, you know, someone coming into this sector, like how do 695 00:37:28,920 --> 00:37:31,960 you think about approaching it or or perhaps buying in? 696 00:37:31,960 --> 00:37:34,480 I think other than just buying the pure memes, I think buying 697 00:37:34,480 --> 00:37:38,080 the leaders in each of the sectors and like go to leader in 698 00:37:38,080 --> 00:37:42,280 the meme sector, you've got AI16Z kind of leader hybrid Dow 699 00:37:42,280 --> 00:37:46,160 hybrid tech with Eliza their tech putting sentiment on Shaw's 700 00:37:46,160 --> 00:37:47,800 side. Like the Eliza tech is is 701 00:37:47,800 --> 00:37:50,920 seemingly the the front runner. Yeah, it's going far on GitHub, 702 00:37:50,920 --> 00:37:52,080 right? Like Mando, you were talking 703 00:37:52,080 --> 00:37:54,040 about it like it's. It seems to be picking up. 704 00:37:54,480 --> 00:37:57,400 Thing right now, like in AI, not just in crypto, right? 705 00:37:57,800 --> 00:38:01,320 AAI researchers are like this is the number one thing that 706 00:38:01,320 --> 00:38:05,680 they're looking for. Just type in Eliza GitHub. 707 00:38:05,680 --> 00:38:07,480 Just type not the coin. The coin is just. 708 00:38:07,480 --> 00:38:09,400 That's bullshit bit of it. This is what I mean. 709 00:38:10,720 --> 00:38:13,200 Type in Eliza. But that's enough to ruin a 710 00:38:13,200 --> 00:38:16,680 narrative. And to be specific I was talking 711 00:38:16,680 --> 00:38:20,360 about AI16Z is the play, not Eliza because interesting the 712 00:38:20,360 --> 00:38:23,840 Eliza thing narrative is now So what am? 713 00:38:23,840 --> 00:38:26,480 I looking at here there's I don't hey. 714 00:38:26,480 --> 00:38:29,680 Google you'll it must say like, oh, it's definitely trending. 715 00:38:29,800 --> 00:38:30,880 This is like the number one. It's. 716 00:38:31,600 --> 00:38:36,520 Here, it's the first one, yeah, yeah. 717 00:38:36,760 --> 00:38:39,920 So so that and then zero bro is the number one agent. 718 00:38:39,920 --> 00:38:44,400 So like that goes to #1 meme Zero Bro is the number one 719 00:38:44,400 --> 00:38:48,400 agent. AI16Z you've got Eliza tech, 720 00:38:48,640 --> 00:38:50,040 leading tech. I think virtual is probably in 721 00:38:50,040 --> 00:38:52,800 there as well. I think virtual has less of a 722 00:38:52,800 --> 00:38:57,160 Moat right now, but that's that's the way to think about 723 00:38:57,160 --> 00:39:01,080 this I think. Yeah, it's, it's going to be 724 00:39:01,080 --> 00:39:02,960 interesting to see the developments of this definitely. 725 00:39:02,960 --> 00:39:05,040 Like look, if we're talking about it so much and it takes 726 00:39:05,040 --> 00:39:08,120 over like 20 minutes of a 60 minute show, it does mean 727 00:39:08,120 --> 00:39:10,640 something, right? Like it, it does, I think it 728 00:39:10,640 --> 00:39:13,560 does mean something. It's not like we're trying to 729 00:39:13,560 --> 00:39:15,200 push narrative either. Like you know, Tyler, you're big 730 00:39:15,200 --> 00:39:17,480 on far coin, Mando, you're big on goat. 731 00:39:17,560 --> 00:39:20,920 And for me, like, and for me, like I, I just only had bucko in 732 00:39:20,920 --> 00:39:24,880 my I made a list of this morning to the boys of why bucko and the 733 00:39:24,880 --> 00:39:32,560 number one was Mando owns .8%. So I just ate 1000 sold into it 734 00:39:32,560 --> 00:39:35,120 and I was like, OK, well, if Mendo has pointed percent, it's 735 00:39:35,120 --> 00:39:37,040 my goat. So if my goat has goat, I'm 736 00:39:37,040 --> 00:39:40,760 buying goat. You know, see, let's see, I, I'm 737 00:39:40,760 --> 00:39:43,200 on the left curve, left side of the bell curve, Mando when it 738 00:39:43,200 --> 00:39:45,240 comes to these things, right, because I operate on the right 739 00:39:45,240 --> 00:39:47,040 side of the bell curve every day with my business. 740 00:39:47,200 --> 00:39:48,680 So I got to invest on the left side. 741 00:39:50,960 --> 00:39:53,760 Say, if I was to straw man again, like what I thought about 742 00:39:53,760 --> 00:39:58,920 it was just that we may be seeing a shift back. 743 00:40:00,240 --> 00:40:03,800 You know, I said we shifted that bell bell curve shifted way 744 00:40:03,800 --> 00:40:06,480 left. Yes, because of what's happening 745 00:40:07,240 --> 00:40:10,800 with regulation and the SEC and what people are will be allowed 746 00:40:10,800 --> 00:40:14,040 to do with coins, we may actually see a shift back to the 747 00:40:14,040 --> 00:40:18,600 centre. And in that shift some of this 748 00:40:18,600 --> 00:40:20,840 mid curve stuff actually might be more left curve. 749 00:40:20,840 --> 00:40:26,080 I don't know how to describe it, but what's the? 750 00:40:26,080 --> 00:40:29,240 Conversation right like left becomes mid becomes right 751 00:40:29,240 --> 00:40:32,040 becomes left become music. It's like a it feels like that 752 00:40:32,040 --> 00:40:33,160 right. So if. 753 00:40:33,160 --> 00:40:35,800 You think if you're saying because far coin is very similar 754 00:40:35,800 --> 00:40:39,880 to go, I would say that's like the fully left right That may be 755 00:40:39,880 --> 00:40:49,200 too left for like left of of center and and and and you may 756 00:40:49,200 --> 00:40:52,520 see stuff which is like more like a zero bro, which is not 757 00:40:52,520 --> 00:40:55,320 really a meme but could be considered left curve pretty. 758 00:40:55,520 --> 00:40:58,320 Shift posting right Pretty. Well, too, like what I'm trying 759 00:40:58,320 --> 00:41:01,440 to say is I think everything can go a lot higher in that in that 760 00:41:01,440 --> 00:41:03,120 space. And I we may be seeing a shift 761 00:41:03,120 --> 00:41:06,040 slightly back towards the centre of of the bell curve, I think, 762 00:41:06,520 --> 00:41:07,640 yeah. I think so too. 763 00:41:09,240 --> 00:41:11,000 Yeah. But but for Speaking of left 764 00:41:11,000 --> 00:41:13,040 curve, do we do we even talk about chill guy for a couple 765 00:41:13,040 --> 00:41:13,920 minutes? We. 766 00:41:13,920 --> 00:41:16,480 Definitely can just something that came up to me. 767 00:41:16,480 --> 00:41:18,880 I had to tweet it's like CT is shifting so left on the bath 768 00:41:18,880 --> 00:41:22,360 curve that may go woke. I just tweeted that out. 769 00:41:22,360 --> 00:41:24,920 That is a beggar. I don't know I've all in one 770 00:41:24,920 --> 00:41:26,680 these days. I've all one yes let's 771 00:41:26,680 --> 00:41:29,360 definitely talk about chill guy. Obviously, Full disclosure, I 772 00:41:29,360 --> 00:41:32,680 think all of us have bags at this stage pretty significant. 773 00:41:33,440 --> 00:41:35,360 So I think it's good. But anyways, I I tweeted about 774 00:41:35,360 --> 00:41:37,120 that in my bag so I had nothing to hide here. 775 00:41:37,120 --> 00:41:38,560 I put this tweet out yeah. So let me tell you one thing 776 00:41:38,560 --> 00:41:40,080 about chill guy. The engagement. 777 00:41:40,080 --> 00:41:41,800 You want engagement on Twitter right now Yeah. 778 00:41:41,800 --> 00:41:46,120 You want to farm Elon's payday every other Friday Tweet about 779 00:41:46,120 --> 00:41:49,080 chill guy might take care of Tyler that I'm going to go to 780 00:41:49,080 --> 00:41:51,200 you was that two for another run. 781 00:41:51,200 --> 00:41:53,240 I'm not only one parabolic. So maybe I did not use the right 782 00:41:53,240 --> 00:41:54,400 term. I'm sorry for that, but it's 783 00:41:54,400 --> 00:41:56,320 like hundreds of millions of volumes every day. 784 00:41:56,360 --> 00:41:58,800 It's got over a billion dollars volume in seven days, 8 days 785 00:41:59,080 --> 00:42:01,720 phantom OK, X came out yesterday both I'm saying that's the top 786 00:42:01,880 --> 00:42:06,160 asset on both wallets and I'm pretty sure it's by far the meme 787 00:42:06,160 --> 00:42:09,240 is being shot everywhere. I mean Mr. Beast last night was 788 00:42:09,240 --> 00:42:12,640 saying is the what did he say he called it the biggest meme of 789 00:42:12,640 --> 00:42:14,840 our lifetime. OK, I think he knows a thing or 790 00:42:14,840 --> 00:42:16,120 two. And by the way, he was AF12 791 00:42:17,800 --> 00:42:21,680 130,000 hotels last night. I think it's 132 K now. 792 00:42:21,680 --> 00:42:24,320 And if if it's that's the onboarding of the cycle, then 793 00:42:24,320 --> 00:42:26,680 we're in for a good one. What do you think Tyler? 794 00:42:26,680 --> 00:42:28,280 Because this thing is like just non-stop. 795 00:42:29,400 --> 00:42:34,080 Yeah, I think it's time to to disable the sell button in the 796 00:42:34,320 --> 00:42:38,840 NFA. You, you laid out the the bull 797 00:42:38,840 --> 00:42:41,000 case I think pretty well. It's my. 798 00:42:41,000 --> 00:42:43,160 Bull case and I put my money where my mouth is right so. 799 00:42:43,680 --> 00:42:47,240 It had the shakeout, maybe a couple shakeouts, big ones. 800 00:42:47,240 --> 00:42:50,280 I can't argue like how viral this meme still is. 801 00:42:50,880 --> 00:42:53,040 Does that link I sent to you work for it? 802 00:42:54,560 --> 00:43:00,280 I'm sorry, I didn't see trans. Does it? 803 00:43:00,280 --> 00:43:01,440 Yeah. Whoa. 804 00:43:01,440 --> 00:43:05,320 Holy moly. God. 805 00:43:05,640 --> 00:43:07,040 Yeah. That that thing killed Mudeng, 806 00:43:07,040 --> 00:43:10,120 huh? I need to see it, but it 807 00:43:10,120 --> 00:43:11,560 doesn't. Think it killed these ones, but 808 00:43:11,560 --> 00:43:13,720 it just puts you, it puts a little bit of perspective to 809 00:43:13,720 --> 00:43:20,720 this conversation. So it's 5X the virality of 810 00:43:20,720 --> 00:43:23,200 peanut event peak. Is that kind of how I'm 811 00:43:23,200 --> 00:43:25,400 interpreting this chart? 4X yeah, yeah. 812 00:43:26,520 --> 00:43:29,160 Yeah, look, Peanut peak was like the election. 813 00:43:29,160 --> 00:43:31,840 So that was like, when was the election again? 814 00:43:32,320 --> 00:43:34,920 November 5th. So the peak of peanut was like. 815 00:43:35,840 --> 00:43:42,080 There it is. 22 was the peak OK and the peak for chill guys. 100 816 00:43:42,080 --> 00:43:43,920 like you can't even go higher than 100 or else I probably 817 00:43:43,920 --> 00:43:45,240 would. Yeah. 818 00:43:47,040 --> 00:43:50,160 I. I did this a lot last week when 819 00:43:50,160 --> 00:43:53,240 I was going big. And this is what made me think, 820 00:43:53,240 --> 00:43:55,640 hey, like, because it's very difficult to tell on X, right? 821 00:43:55,640 --> 00:43:59,160 Because if you told me what's the biggest meme, I would 822 00:43:59,160 --> 00:44:03,680 probably say like Moodang or or or peanut during that brief 823 00:44:03,680 --> 00:44:06,640 period. And you don't really get a sense 824 00:44:06,640 --> 00:44:08,480 of scale unless you do these sort of things. 825 00:44:08,480 --> 00:44:12,760 So it does make me think that this is actually a way bigger 826 00:44:12,760 --> 00:44:16,360 meme than both. Even though you know you can be 827 00:44:16,360 --> 00:44:18,680 bullet for another means, I do think this one's actually gone 828 00:44:18,680 --> 00:44:25,000 way more mainstream than others. That is actually insane. 829 00:44:25,000 --> 00:44:26,640 It's five times peanut, peanut tread. 830 00:44:26,640 --> 00:44:30,840 I mean, I mean, Tyler, what do you make of this? 831 00:44:30,840 --> 00:44:32,640 It's actually pretty well. Let me pull up the chart here. 832 00:44:33,680 --> 00:44:34,960 Oh, my God. Yeah. 833 00:44:35,240 --> 00:44:38,920 It's it's climbing now and I think we're finally starting to 834 00:44:38,920 --> 00:44:42,760 see that the price action perhaps we expected to come, you 835 00:44:42,760 --> 00:44:44,920 know, late last week into the weekend. 836 00:44:44,920 --> 00:44:47,880 This is all happening on a red day for, for, for majors. 837 00:44:49,400 --> 00:44:52,760 You showed us the chill Solana chart, the chill versus soul 838 00:44:52,760 --> 00:44:54,880 chart earlier. It looks even better than this. 839 00:44:57,160 --> 00:44:59,880 So it's strong. I think Mando's brought us this 840 00:44:59,880 --> 00:45:02,040 rule for the bull market. Do not forget the rule. 841 00:45:02,120 --> 00:45:04,760 Keep tapping the sign like you want to, you want to be in the 842 00:45:04,760 --> 00:45:07,360 alpha place. Like I don't even think we have 843 00:45:07,360 --> 00:45:08,960 chill guy beta. Check this out. 844 00:45:08,960 --> 00:45:09,680 This is chill. I've been. 845 00:45:09,680 --> 00:45:11,720 Trying to find betas. I don't think I have one well 846 00:45:11,720 --> 00:45:13,520 there. Is the the chill guy beta was 847 00:45:13,520 --> 00:45:16,360 all of the like TikTok trends? This is chill soul by the way, 848 00:45:16,360 --> 00:45:19,400 this treatise. Name. 1:00 Well, it was like, 849 00:45:19,800 --> 00:45:22,680 well, I, I I'm not because also I decided not to buy any betas 850 00:45:22,680 --> 00:45:25,200 for this one because I think this main 1 is too much of an 851 00:45:25,240 --> 00:45:27,880 alpha because usually it's like, OK, like you had peanut yet Fred 852 00:45:28,280 --> 00:45:29,840 right. So that was beta because both 853 00:45:29,840 --> 00:45:31,160 animals are together in the same house. 854 00:45:32,400 --> 00:45:34,280 But like I it's tough. Like what do you buy? 855 00:45:34,280 --> 00:45:36,280 Like suitcase? What do you buy like? 856 00:45:37,440 --> 00:45:41,480 Right, yeah, what what I will say we we got to talk about this 857 00:45:41,480 --> 00:45:44,960 dollar coin for for a minute here Disclosure, I own some 858 00:45:44,960 --> 00:45:47,080 second disclosure. I don't know if this is like a a 859 00:45:47,080 --> 00:45:52,280 scam pump or a real pump. This $1.00 token, it's amassed 860 00:45:52,320 --> 00:45:58,960 33,000 holders in the last day and a half of which like the 861 00:45:58,960 --> 00:46:01,720 whole tag line, is just buy $1.00 worth of this coin. 862 00:46:02,000 --> 00:46:04,800 I don't know if they started out by dusting walls or not because 863 00:46:04,840 --> 00:46:08,880 about 10,000 walls or so hold less than $10.00. 864 00:46:09,160 --> 00:46:11,920 So either it was a dusting or it was people who were just 865 00:46:11,920 --> 00:46:16,600 literally buying $1.00's worth. But it's exploding. 866 00:46:17,120 --> 00:46:19,640 I can't find the right one. I don't want to share my screen 867 00:46:19,640 --> 00:46:22,120 that's why it's can't. What's the actual ticket? 868 00:46:22,120 --> 00:46:24,880 Because everyone I every time I go to one it's like 700K or 869 00:46:24,880 --> 00:46:26,640 something depending. On slot of decks if you just 870 00:46:26,640 --> 00:46:30,360 like look at the top ten volume because it's done like 33 where. 871 00:46:30,360 --> 00:46:32,600 Does this come from? I woke up, I saw your tweet and 872 00:46:32,640 --> 00:46:34,760 I was like, wow, damn. Filter by volume. 873 00:46:37,600 --> 00:46:40,480 By volume. In the middle, yeah. 874 00:46:40,480 --> 00:46:42,520 I don't really know exactly where it came from, but there it 875 00:46:42,520 --> 00:46:43,320 is. It's like the purple. 876 00:46:43,320 --> 00:46:44,840 One, I never realized that. There it is. 877 00:46:44,960 --> 00:46:46,440 OK, Got it. Wow. 878 00:46:47,200 --> 00:46:50,760 Yeah. So it's 6 or 10X, Yeah, it's up 879 00:46:50,760 --> 00:46:55,080 10X in the 24 hour. So just going parabolic, it's 880 00:46:55,080 --> 00:46:57,720 one of the biggest movers in whole. 881 00:46:57,800 --> 00:46:59,360 So yeah. So where are we at here, 30? 882 00:46:59,360 --> 00:47:04,280 4. 34,000 it's up 21,000 in the last day dare. 883 00:47:04,280 --> 00:47:09,720 I say chill guy's about to flip with these numbers. 884 00:47:09,960 --> 00:47:13,880 Jeez, I'm going to piss off a lot of people here. 885 00:47:15,600 --> 00:47:16,960 That's. So where does chill guy get 886 00:47:16,960 --> 00:47:21,920 70,000 new holders and and a few I guess perhaps on spot 887 00:47:21,920 --> 00:47:24,360 listings, yeah. Probably because it did. 888 00:47:24,360 --> 00:47:25,880 It started trading on Bibit today, right? 889 00:47:29,760 --> 00:47:31,560 This is crazy. This could be a good trade lads. 890 00:47:32,080 --> 00:47:35,200 I think that's my target for it is is kind of like that initial 891 00:47:35,200 --> 00:47:37,160 whiff run that happened in March. 892 00:47:38,160 --> 00:47:39,160 Where did I go to? I forgot. 893 00:47:40,400 --> 00:47:43,000 It went to 480 at peak and I, I probably, my target's probably a 894 00:47:43,000 --> 00:47:46,120 little lower than that, but. Yeah, yeah. 895 00:47:46,120 --> 00:47:49,520 Last, last, that's when we bought WIFF last year, but that. 896 00:47:49,520 --> 00:47:53,320 Was peak peak. Yeah, we bought WIFF in December 897 00:47:53,320 --> 00:47:55,440 last year, and then it went crazy. 898 00:47:55,480 --> 00:47:59,520 I sold and then OV held and then it went nuts. 899 00:48:01,360 --> 00:48:05,160 It was absolutely insane. Anyways, all right, well, that's 900 00:48:05,160 --> 00:48:08,680 that and then I don't know if I missed anything, but I just saw 901 00:48:08,680 --> 00:48:10,400 the time. But if there's anything I missed 902 00:48:10,400 --> 00:48:13,040 up oh fuck we didn't talk about pump font, but that's longer 903 00:48:13,040 --> 00:48:15,400 conversation. But them turning off live stream 904 00:48:15,400 --> 00:48:19,680 I thought was a big I think they got scared right like the the 905 00:48:19,680 --> 00:48:25,000 odds on Poly market dropped from 97% of them being banned to 28% 906 00:48:25,280 --> 00:48:28,200 after pausing live streaming because of all the craziness. 907 00:48:28,200 --> 00:48:30,120 What are you saying anything you guys seen it did the right that 908 00:48:30,120 --> 00:48:30,720 was the right call. I. 909 00:48:34,320 --> 00:48:36,800 I do, yeah. I think it was getting pretty 910 00:48:36,800 --> 00:48:37,520 messy there. What? 911 00:48:39,680 --> 00:48:41,200 Do you think, Mando, you think it was the right call? 912 00:48:41,200 --> 00:48:45,400 Pause this. Yeah, it had gotten a little 913 00:48:45,400 --> 00:48:47,720 crazy. They're probably going to have 914 00:48:47,720 --> 00:48:50,400 quite moderation on it on it soon or something. 915 00:48:51,120 --> 00:48:53,080 So. We'll probably have a discussion 916 00:48:53,080 --> 00:48:57,080 on underexposed about this, but like, oh you are 200,000 users, 917 00:48:57,080 --> 00:48:59,480 200,000 daily active on pump. Wow. 918 00:49:00,560 --> 00:49:01,480 Good for them, they're killing it. 919 00:49:01,680 --> 00:49:05,600 Good 7. 1000 tokens launched 50 to 70,000 launched per day. 920 00:49:06,040 --> 00:49:07,560 It was. A reasonable It's very 921 00:49:07,560 --> 00:49:09,800 reasonable to put a pause on this because it had gotten a 922 00:49:09,800 --> 00:49:12,160 little out of hand. It got. 923 00:49:12,160 --> 00:49:13,480 Attention. It got them attention. 924 00:49:13,480 --> 00:49:16,120 That is a fact. I mean, at the end of the day, 925 00:49:16,120 --> 00:49:17,640 like they got attention, they pause it, they got more 926 00:49:17,640 --> 00:49:18,840 attention. Now people are still on pump 927 00:49:18,840 --> 00:49:20,160 phone, right? It's not like people like, oh, 928 00:49:20,200 --> 00:49:22,360 boycott pump phone, like people are still on it. 929 00:49:22,360 --> 00:49:26,840 So very, very, very well, man, it looks like you're cooking a 930 00:49:26,840 --> 00:49:29,080 trade right now. Looks like a man who's studying 931 00:49:29,200 --> 00:49:30,400 corn. He's like, look at he's like, 932 00:49:30,760 --> 00:49:35,640 should I eat like $1,000,000 in this thing right now anyway, 933 00:49:36,240 --> 00:49:38,480 Anyways, all right, well, let's let's go into this because 934 00:49:38,760 --> 00:49:42,280 anyways, you guys have Tyler and Deez and and Peter Jennings 935 00:49:42,280 --> 00:49:45,800 coming live in an hour on the third episode of Underexposed. 936 00:49:45,800 --> 00:49:47,240 I'm excited to tune into that one. 937 00:49:47,480 --> 00:49:50,360 I love that I clear my schedule for two other shows aside from 938 00:49:50,360 --> 00:49:54,400 my own, which is Rex Radio and Underexposed and they're always 939 00:49:54,400 --> 00:49:55,840 really good. So I'm really excited about 940 00:49:55,840 --> 00:49:56,800 that. So let's get into that. 941 00:49:56,800 --> 00:50:02,000 So Mr. Timothy Chalamet, why don't we pick a winner here? 942 00:50:02,280 --> 00:50:04,560 Winner, winner. Chicken dinner, baby. 943 00:50:04,560 --> 00:50:06,360 Let's see your Mando always trenching. 944 00:50:06,360 --> 00:50:11,000 It's so funny. All right, I love Mandy. 945 00:50:42,000 --> 00:50:52,400 Let me take over here and he's already. 946 00:50:52,400 --> 00:50:55,040 Well, that was quick. That was quick. 947 00:50:55,840 --> 00:51:00,000 Oh, look at that banner Jesus. All right, the gamer tigger sign 948 00:51:00,000 --> 00:51:06,760 soul pre rich Baja blast please. It seems like you're streaming 949 00:51:06,760 --> 00:51:08,520 and you're a gamer so long you should stream with epic. 950 00:51:08,880 --> 00:51:10,800 What up lofi? Sorry it's loud. 951 00:51:10,800 --> 00:51:13,880 I'm at work. I would think I'd win one of 952 00:51:13,880 --> 00:51:16,600 these. Well, you just did, so I, I, I 953 00:51:16,600 --> 00:51:18,520 don't want to. Well, let's make this quick. 954 00:51:18,520 --> 00:51:20,880 If you're at work. Well, listen, low fi trippy. 955 00:51:21,400 --> 00:51:24,640 You're either going to win a red guy, a strato, a Penguin or a 956 00:51:24,640 --> 00:51:25,680 punk today. Are you ready? 957 00:51:27,040 --> 00:51:27,480 Are. You ready? 958 00:51:27,480 --> 00:51:33,760 Are you ready? All right, let's bid and you win 959 00:51:33,840 --> 00:51:38,480 a red guy #50 Congratulations, you made $1500. 960 00:51:40,200 --> 00:51:41,720 It's a nice payday at work, brother. 961 00:51:42,320 --> 00:51:43,840 Have a good one. Alright, that's that's. 962 00:51:44,600 --> 00:51:47,400 More than one check. I love that I I love that 963 00:51:47,400 --> 00:51:50,000 freaking get back to work, get back to her. 964 00:51:50,000 --> 00:51:54,280 We got you. I love one at work dude, that's 965 00:51:54,280 --> 00:51:58,440 so funny. I love that I well Mendo that 966 00:51:58,440 --> 00:51:59,920 was some good takes on the show today. 967 00:51:59,920 --> 00:52:03,480 We'll see you tomorrow, Tyler at noon underexposed mystery check 968 00:52:03,480 --> 00:52:05,560 it out. That's his weekly show with Deez 969 00:52:05,560 --> 00:52:07,960 and Peter and with that with that with that we'll sell 970 00:52:07,960 --> 00:52:09,920 tomorrow morning, 10:00 AM Eastern Standard Time for 971 00:52:09,920 --> 00:52:11,960 another episode of film our on rock radio. 972 00:52:12,120 --> 00:52:48,400 Let's go. Music.