1 00:00:00,200 --> 00:00:06,000 Yo-yo yo-yo yo, what up? What up? 2 00:00:06,040 --> 00:00:17,760 Good morning, good morning GMG Tuesday February. 3 00:00:18,520 --> 00:00:23,480 I can't see my screen hold on 13th February 13th 2020. 4 00:00:23,480 --> 00:00:25,600 I I really cannot see in front of me right now. 5 00:00:27,920 --> 00:00:29,920 I don't even know if you guys are laughing straight. 6 00:00:29,920 --> 00:00:35,360 I mean let me guess obvious like this man was laughing at me and 7 00:00:36,760 --> 00:00:39,400 and on on mute or unmuted I don't know. 8 00:00:39,400 --> 00:00:41,120 I can't see the the by my main mod here. 9 00:00:41,120 --> 00:00:47,880 But anyways, Tuesday February 13th 20234442024 Look at that. 10 00:00:49,080 --> 00:00:51,760 Another beautiful day to have a beautiful day. 11 00:00:52,240 --> 00:00:56,240 I got my clothes in the house. OSF Mando, how are you guys 12 00:00:56,240 --> 00:00:58,560 doing this morning? I mean, OV must be doing 13 00:00:58,840 --> 00:01:02,160 fantastic. Yeah, I'm doing good. 14 00:01:02,160 --> 00:01:04,040 How you guys doing? Doing well, even. 15 00:01:04,040 --> 00:01:05,360 Sorry. Doing good is not proper 16 00:01:05,360 --> 00:01:06,320 English. Doing well. 17 00:01:07,760 --> 00:01:08,880 You're muted by the way, Michael. 18 00:01:10,200 --> 00:01:10,840 See. I can't see. 19 00:01:10,840 --> 00:01:12,920 Thank you for calling that out. Thank you for for pulling that 20 00:01:12,920 --> 00:01:15,360 out from yourself. Good to see good grammar 21 00:01:15,520 --> 00:01:16,160 happening. On yourself. 22 00:01:16,160 --> 00:01:18,320 I'm. I'm a grammar. 23 00:01:19,920 --> 00:01:22,640 You know what I like that. I like that you do your King's 24 00:01:22,640 --> 00:01:24,680 English. I like that. 25 00:01:24,680 --> 00:01:27,080 I like that someone on this show imposes the King's English. 26 00:01:28,200 --> 00:01:33,160 Wait, where? What the hell happened to Mando? 27 00:01:33,840 --> 00:01:37,040 No idea. I'm getting hot it. 28 00:01:37,520 --> 00:01:39,080 Was a good run. It was a good run for me there. 29 00:01:39,080 --> 00:01:39,520 Oh. You're back. 30 00:01:39,640 --> 00:01:41,440 You're back. I have to say, Mando, it's so 31 00:01:41,440 --> 00:01:45,040 good that for once in like this year, you sound right. 32 00:01:45,760 --> 00:01:48,960 It's the first time, I think in 2024 where you sound like, 33 00:01:48,960 --> 00:01:51,120 really deep and like nice. I like that voice. 34 00:01:51,840 --> 00:01:54,760 Yeah, do some late night ASM with Manda. 35 00:01:55,360 --> 00:01:58,600 Dude, I'm not going to lie like Sims, are you hearing this? 36 00:01:59,160 --> 00:02:02,240 That, that is, he's very up close and personal with it and 37 00:02:02,240 --> 00:02:03,640 you get that full flavor behavior. 38 00:02:03,640 --> 00:02:06,600 I'm a big fan. At home, your arm doesn't extend 39 00:02:06,600 --> 00:02:07,640 to like, close to your mouth, right? 40 00:02:07,640 --> 00:02:11,320 So you do sound good. But then you've been going full 41 00:02:11,320 --> 00:02:13,200 Mario not fall on us when you're traveling. 42 00:02:13,720 --> 00:02:16,760 But right now with the mic closer like I have to say, like 43 00:02:16,760 --> 00:02:19,480 I'm getting the tingles. I am getting the tingles right 44 00:02:19,480 --> 00:02:20,680 now. I like it. 45 00:02:20,720 --> 00:02:22,880 I'm going to go to you first when it comes to market reports 46 00:02:22,880 --> 00:02:26,320 today on the show today, today. OK I got I'm sorry. 47 00:02:26,320 --> 00:02:29,400 I I love my brothers and mug and my cousins but I can't see 48 00:02:29,400 --> 00:02:32,200 anything so I'm going to put my glasses back on because the 49 00:02:32,200 --> 00:02:36,840 Vipers, these Vipers, you can't see shit inside with these. 50 00:02:36,840 --> 00:02:38,240 I'm not going to lie. But we love them. 51 00:02:38,480 --> 00:02:40,840 They're going to stay on the desk and next to my little bull 52 00:02:41,000 --> 00:02:43,800 here and they're going to be looking at us during this show. 53 00:02:43,800 --> 00:02:48,920 Today on the show today today market reporter usual macro 54 00:02:48,920 --> 00:02:53,080 crypto and all that good stuff. NF TS, Bitcoin E soul, blah blah 55 00:02:53,080 --> 00:02:55,720 meme coins going crazy. Yesterday you had extreme runs 56 00:02:55,720 --> 00:02:58,960 on on WIF. You had an extreme runs on mark 57 00:02:58,960 --> 00:03:01,560 going crazy on timeline. Hence the new the new PFP. 58 00:03:01,560 --> 00:03:03,880 Yes, this is me. I made a promise that in the 59 00:03:03,880 --> 00:03:06,320 copy goes on at 50 mil and I am a man of my words. 60 00:03:06,600 --> 00:03:10,840 So we had to hold that Pandora bounces a lot of stuff. 61 00:03:10,840 --> 00:03:13,520 Just yesterday was just a crazy deal over all over the board so 62 00:03:13,520 --> 00:03:15,480 across every single like everything. 63 00:03:15,760 --> 00:03:19,560 So we're going to go over that NFT roundup Bitcoin eath, 64 00:03:20,760 --> 00:03:23,760 solana, so ether, ether rock. Three of them sold. 65 00:03:23,760 --> 00:03:26,920 So another one sold and I think that the there's there's a Poly 66 00:03:26,920 --> 00:03:30,080 market bet right now and over under $600,000 for the ether 67 00:03:30,080 --> 00:03:31,600 rocket Solibee. So I'm curious to see where that 68 00:03:31,600 --> 00:03:33,600 settles and what you guys think. So we'll be talking about that 69 00:03:34,600 --> 00:03:38,720 killer bears just going crazy. I I saw that I've been, I've 70 00:03:38,720 --> 00:03:41,760 been lightly following it from the sidelines what's going on 71 00:03:41,760 --> 00:03:44,480 but they they have a Solana move going on so it's going crazy. 72 00:03:44,880 --> 00:03:49,800 A lot of stuff happening on the on the on the NFT front as well 73 00:03:49,800 --> 00:03:51,800 and as usual just like overall news going on. 74 00:03:51,800 --> 00:03:54,480 So anyways, anyways, as usual ladies and gentlemen, we all 75 00:03:54,480 --> 00:03:59,440 live on video so you can join us on X broadcast or on RUG Videos 76 00:03:59,440 --> 00:04:01,520 YouTube channel. Just join us there and make sure 77 00:04:01,760 --> 00:04:03,320 make sure that you're tweeting the pin. 78 00:04:03,320 --> 00:04:07,160 Tweet it's PIN at the top, bottom right you go to to the 79 00:04:07,160 --> 00:04:10,160 purple box, you drop a little GM follow FOMO hour follow a little 80 00:04:10,160 --> 00:04:13,480 bit and for a chance to win $1000 we're running out of these 81 00:04:13,480 --> 00:04:15,920 1K stammies. I think today and tomorrow. 82 00:04:16,120 --> 00:04:19,839 I think today and tomorrow are the last two days, but that 83 00:04:19,839 --> 00:04:21,519 doesn't mean we're not going to give a lot of money away on the 84 00:04:21,519 --> 00:04:23,600 show every Tuesday and Friday during the loot box spin. 85 00:04:23,600 --> 00:04:27,120 So that's happening. I updated the loot box this 86 00:04:27,120 --> 00:04:29,480 morning boys. There's 59. 87 00:04:31,800 --> 00:04:38,400 There's 5959 NFTS in there now. So so I really went deep this 88 00:04:38,400 --> 00:04:40,240 morning. Like I went, I cleaned it up. 89 00:04:40,240 --> 00:04:43,640 A lot of them were were sold, so swapped for cash prizes. 90 00:04:43,640 --> 00:04:46,680 So I removed that and I cleaned it all up and I added a second 91 00:04:46,680 --> 00:04:50,960 punk, a second ape, 3 pudgies, a ton of red guys, bunch of kampai 92 00:04:50,960 --> 00:04:52,560 pandas because those are doing well. 93 00:04:52,760 --> 00:04:55,720 Of course I added a bunch of rug radio NFTS because why not, we'd 94 00:04:55,720 --> 00:04:58,560 love to see that and because we can do that, which is awesome. 95 00:04:58,560 --> 00:05:01,200 But anyways, so that's that. So that'll be at the end of the 96 00:05:01,200 --> 00:05:02,160 show. So make sure that you're live, 97 00:05:02,160 --> 00:05:04,240 make sure you're live with us. But anyways, you want to be 98 00:05:04,240 --> 00:05:06,000 live, so you're going to learn a lot about the market. 99 00:05:06,000 --> 00:05:08,840 And Speaking of the market, let's see what's going down. 100 00:05:19,400 --> 00:05:23,200 Can you dig it? Yeah, so Bitcoin hit 50K during 101 00:05:23,200 --> 00:05:27,200 the show, right? I think it then topped out at 40 102 00:05:27,200 --> 00:05:31,400 1/2 roughly and everything then went crazy. 103 00:05:31,400 --> 00:05:35,200 So you saw ETH I think rallied about 5% after our show 104 00:05:35,200 --> 00:05:38,200 happened. That topped out just sharp 2700. 105 00:05:38,640 --> 00:05:43,160 Solana went up to 115 and a bunch of altcoins started 106 00:05:43,160 --> 00:05:45,680 moving. Originally it was in the Bitcoin 107 00:05:45,680 --> 00:05:49,040 beta space with things like the BRC 20s move already moved all 108 00:05:49,040 --> 00:05:52,440 the way up to like you know 1.5 billion I think FTV. 109 00:05:53,160 --> 00:05:55,800 Then it moved into some of the ETH coins. 110 00:05:55,800 --> 00:06:00,160 So you had Lido was a big out performer yesterday, Arbitrum 111 00:06:00,160 --> 00:06:04,840 optimism and then you started seeing the meme coins. 112 00:06:04,840 --> 00:06:09,880 So firstly you you had whiff which has been on a tear like 113 00:06:10,120 --> 00:06:16,600 it's topped out nearly at 400 million yesterday and since 114 00:06:16,600 --> 00:06:19,040 retreat retreated slightly but that's been a massive run but 115 00:06:19,040 --> 00:06:21,000 this this was trading at 170 million. 116 00:06:21,440 --> 00:06:29,320 It's basically done a 2 1/2 X in the last week and then you had 117 00:06:29,320 --> 00:06:35,600 MOG which is which is like an OG ETH meme at this stage and that 118 00:06:35,600 --> 00:06:39,560 moved up about 100%. It's up about 5 XI. 119 00:06:39,560 --> 00:06:41,680 Think from from recent lows, right? 120 00:06:41,680 --> 00:06:43,720 Like it's a big, big move and I think. 121 00:06:44,240 --> 00:06:48,840 Look at this. Way I know things I would say to 122 00:06:48,840 --> 00:06:55,280 note here is you started to see ETH outperform particularly 123 00:06:55,280 --> 00:06:57,160 today when everything started going lower. 124 00:06:57,160 --> 00:07:03,400 ETF has kind of stayed high and you've started to see a bit more 125 00:07:03,400 --> 00:07:05,080 talk about an ETH rotation trade. 126 00:07:05,080 --> 00:07:09,400 I think there's the main reason for that is, is the ETF people 127 00:07:09,400 --> 00:07:11,920 are now getting very built up on the ETF. 128 00:07:12,400 --> 00:07:15,920 Notably Franklin Templeton which is a 1 trillion plus asset 129 00:07:15,920 --> 00:07:17,800 manager applied for their ETF yesterday. 130 00:07:18,120 --> 00:07:21,080 So people are assuming that there's more chance that this is 131 00:07:21,080 --> 00:07:24,160 going to get done. We can go into Poly market. 132 00:07:24,160 --> 00:07:26,440 Let's go into Poly market and check what they say I like. 133 00:07:26,760 --> 00:07:29,520 Poly market. Yeah, maybe you don't do that on 134 00:07:29,520 --> 00:07:32,720 the screen because I'm financially, technologically 135 00:07:32,720 --> 00:07:36,440 illiterate, but that's what. I'm here for tell us. 136 00:07:37,240 --> 00:07:40,880 Put an ETF. So I've just been, I've just 137 00:07:40,880 --> 00:07:43,760 been buying ETH. I think ETH is going to go like 138 00:07:44,040 --> 00:07:46,040 if you want to hear what my trade is and there's no 139 00:07:46,040 --> 00:07:48,000 financial advice, but that's what I've been doing. 140 00:07:48,240 --> 00:07:51,120 Fine, I love that. Over the last 24 hours I gave 141 00:07:51,120 --> 00:07:54,840 you Solana at 78. I'm giving you ETH now at 2600 142 00:07:55,240 --> 00:07:57,600 or 2005 whatever 50 I think it's going to. 143 00:07:57,600 --> 00:08:00,240 I think this is going to breakthrough 3K like I just I 144 00:08:00,240 --> 00:08:01,880 just get the. Feeling right, like there's a 145 00:08:01,920 --> 00:08:05,760 huge like thing where it's like above 3K it's air until 3/5. 146 00:08:05,760 --> 00:08:07,760 I think we've been talking about this for a long time in the 147 00:08:07,760 --> 00:08:11,440 show, no? Yeah, look, what I guess up 148 00:08:11,440 --> 00:08:13,680 until now, ETH has really just been a beta trade. 149 00:08:14,920 --> 00:08:17,640 It's obviously underperformed most things. 150 00:08:18,760 --> 00:08:22,600 It's underperformed Bitcoin and it underperformed Solana and 151 00:08:22,600 --> 00:08:24,240 underperformed a lot of old L ones. 152 00:08:24,880 --> 00:08:29,200 I think I just get the feeling that this is going to be the 153 00:08:29,200 --> 00:08:35,200 time that ETH really leads just because I think the Bitcoin ETF 154 00:08:35,200 --> 00:08:37,799 trade, yeah it's it's not that it's already happened, but we're 155 00:08:37,840 --> 00:08:41,760 clearly middle of the way through it and Bitcoin just 156 00:08:41,960 --> 00:08:45,200 basically did a 2X. Now on the back of just that 157 00:08:45,680 --> 00:08:49,400 just that ETF, it was trading at 26 K and now it's trading at 50, 158 00:08:49,800 --> 00:08:53,480 right. And ETH is trading at 2000, well 159 00:08:53,760 --> 00:08:58,160 2500 there when this sort of comments are coming out about 160 00:08:58,160 --> 00:09:00,600 the the new ETF. So I just think people get very 161 00:09:00,600 --> 00:09:03,440 pulled up on it. So I'm starting to think that 162 00:09:03,440 --> 00:09:06,200 that's the right rotation. As as I've said, I said 163 00:09:06,200 --> 00:09:08,480 yesterday, it's a little bit difficult because you think oh 164 00:09:08,480 --> 00:09:13,400 ETH is going to be that former. Do I buy ETH or do I buy XYZ? 165 00:09:13,400 --> 00:09:17,440 Do I buy L twos, do I buy the staking coins, do I buy the meme 166 00:09:17,440 --> 00:09:20,360 coins? I think that the best trade will 167 00:09:20,360 --> 00:09:23,560 be ETH or levity ETH. But but there's obviously going 168 00:09:23,560 --> 00:09:26,120 to be some other ways to trade this like the best risk reward 169 00:09:26,120 --> 00:09:28,880 trade is going to be levity. But yeah you could you could buy 170 00:09:30,040 --> 00:09:33,080 in terms of what comes to mind, obviously the top L twos, 171 00:09:33,120 --> 00:09:35,400 although their fully diluted market caps are very high. 172 00:09:35,520 --> 00:09:39,160 So arbitrary market cap is touching above 20 billion 173 00:09:39,160 --> 00:09:44,320 optimism suddenly in the teens you have a few others coming but 174 00:09:44,400 --> 00:09:45,920 but yeah there's obviously you can play the L twos. 175 00:09:45,920 --> 00:09:48,440 You can play Lido is the main staking which is basically the 176 00:09:48,440 --> 00:09:54,080 equivalent of of Jeto on Solana or you can play some of the OGD 177 00:09:54,120 --> 00:09:57,760 Phi things, things like synthetics would be an obvious 178 00:09:57,760 --> 00:10:01,000 one to go for that's like re underpinning of a lot of D Phi 179 00:10:02,200 --> 00:10:03,200 and then you have some of the memes. 180 00:10:03,200 --> 00:10:06,760 So things like Mogg just did like 100% move and weirdly it 181 00:10:06,760 --> 00:10:08,960 wasn't Pepe. So like Pepe was obviously it's 182 00:10:08,960 --> 00:10:13,720 kind of the known as one of the bigger ETH native means this 183 00:10:13,720 --> 00:10:16,520 mogs had a much, I don't know cleaner last few months. 184 00:10:16,520 --> 00:10:21,320 I would say like more people joined it less division that one 185 00:10:21,320 --> 00:10:24,040 really moved but you could see, you could see ETH memes I think 186 00:10:24,040 --> 00:10:26,720 come back a little bit but the cleanest one for me is still is 187 00:10:26,720 --> 00:10:28,400 still ETH. But yeah that that's what I'm 188 00:10:28,400 --> 00:10:30,400 focused on right now I think. I think we're going to see a 189 00:10:30,400 --> 00:10:32,000 period here of ETH outperforming. 190 00:10:32,720 --> 00:10:35,040 I think ETH is going to breakthrough 3K very, very soon. 191 00:10:36,680 --> 00:10:39,520 Yeah, it's fuck, that's that's exciting. 192 00:10:39,520 --> 00:10:42,400 I mean we we, we, that's what we wanted last time, right? 193 00:10:42,400 --> 00:10:45,120 Like when it was it ran to like what 2700 remember talking about 194 00:10:45,120 --> 00:10:48,800 that and a lot of the timeline was talking like 335 for for for 195 00:10:48,800 --> 00:10:50,560 ether. But then like a lot of stuff got 196 00:10:50,560 --> 00:10:54,600 smashed after the like well it's saying like GBTC selling 197 00:10:54,600 --> 00:10:57,120 pressure of Bitcoin but this time it looks different on I 198 00:10:57,120 --> 00:10:58,920 have a question for you and then I I I definitely want to hear 199 00:10:58,920 --> 00:11:01,320 what OV thinks because this is like music to Z is for sure for 200 00:11:01,320 --> 00:11:02,480 sure. And OV's definitely having the 201 00:11:02,480 --> 00:11:05,240 best day here after. I mean this man's coins are all 202 00:11:05,240 --> 00:11:08,840 all fucked on today at least overnight. 203 00:11:08,840 --> 00:11:11,240 Like this guy. This guy's whiff and this is 204 00:11:11,280 --> 00:11:14,280 like your two big like shit coin positions and you're like it. 205 00:11:14,280 --> 00:11:18,280 They're absurdly up. But Mando on right now we're 206 00:11:18,280 --> 00:11:21,560 getting paid to belong Bitcoin, which I find kind of interesting 207 00:11:21,640 --> 00:11:25,360 after this move down on Robit. Right now, my two Bitcoin longs, 208 00:11:25,760 --> 00:11:28,880 I mean paid to be long at the. Moment. 209 00:11:28,880 --> 00:11:33,480 I don't see that in the in the broader funding. 210 00:11:33,760 --> 00:11:35,800 Interesting. If I can show my. 211 00:11:35,920 --> 00:11:37,840 Screen and show you, but I don't really want to. 212 00:11:38,400 --> 00:11:41,040 If you go to Coin Allies, for example, which is your coin 213 00:11:41,040 --> 00:11:42,640 glass? Maybe. 214 00:11:42,920 --> 00:11:45,160 Maybe I'm late to it. That's one of the positions, 215 00:11:45,160 --> 00:11:47,400 yeah, I'll just go down. That's interesting. 216 00:11:47,640 --> 00:11:50,640 Like if you go on to coin glass though, which is probably the 217 00:11:50,640 --> 00:11:51,800 easiest for like current funding. 218 00:11:51,800 --> 00:11:55,800 Yes. What you actually saw overnight 219 00:11:55,880 --> 00:11:59,600 was, yeah, see, these are not good figures, if I'm honest. 220 00:11:59,920 --> 00:12:03,480 But if you go onto the heat map, we compare it to yesterday. 221 00:12:03,680 --> 00:12:07,760 Yeah. So you see how kind of a few 222 00:12:07,760 --> 00:12:09,680 hours ago everything started getting a bit more yellow, 223 00:12:09,920 --> 00:12:11,520 right? Right. 224 00:12:11,920 --> 00:12:14,440 That's. And up until then it been pretty 225 00:12:14,440 --> 00:12:16,640 green and suddenly started yellow. 226 00:12:17,000 --> 00:12:20,440 Now to just put into context, you got a 30 day when you change 227 00:12:20,440 --> 00:12:24,280 that to a 90 day just for people to be able to see or three 228 00:12:24,280 --> 00:12:29,360 month, yeah so that's what it was like remember going into the 229 00:12:29,360 --> 00:12:31,120 ETF, so we started to see a lot more yellow. 230 00:12:31,120 --> 00:12:35,040 So we're not at like peak peak degeneracy, but funding rates 231 00:12:35,040 --> 00:12:38,440 definitely did spike overnight and that is why you had that big 232 00:12:38,440 --> 00:12:41,760 Wick down like I was 100% expecting something like that. 233 00:12:44,000 --> 00:12:46,000 And so you're starting to see things have to pick themselves 234 00:12:46,000 --> 00:12:47,880 up from maybe being slightly over levered. 235 00:12:49,280 --> 00:12:52,000 It's very, very dangerous thing to have to have like tight 236 00:12:52,000 --> 00:12:54,000 leverage in in this sort of a market. 237 00:12:54,000 --> 00:12:59,960 But yeah, Bitcoin is still, I mean bitcoin's definitely below 238 00:13:00,120 --> 00:13:02,760 49 K now. So it'd been eight days in a row 239 00:13:02,760 --> 00:13:04,440 higher. We'll see what the ETF buys 240 00:13:04,440 --> 00:13:07,400 today, but maybe it did take a little bit of a breather. 241 00:13:07,440 --> 00:13:10,240 I'm just the. ETF, The ETF data is out. 242 00:13:10,240 --> 00:13:13,480 It's another 534 million net inflow. 243 00:13:15,080 --> 00:13:17,520 What, Already today? Yeah, already. 244 00:13:17,840 --> 00:13:20,520 Wait, it opens at 9:30. The bell rings at 9:00 or 9:00 245 00:13:20,520 --> 00:13:21,120 today. I always forget. 246 00:13:21,120 --> 00:13:23,040 Sorry. I just if you go to look on 247 00:13:23,040 --> 00:13:26,720 chain, they they produce the updates every day and it says 8 248 00:13:26,760 --> 00:13:30,760 ETFs added 590,000,000 Bitcoin today while grayscale only 249 00:13:30,760 --> 00:13:36,120 decreased by 56,000,000. So it's basically that's if 250 00:13:36,120 --> 00:13:38,120 that's two, I mean if those numbers are right, I I think 251 00:13:38,120 --> 00:13:39,560 they have to get finalized by the end of the day. 252 00:13:39,560 --> 00:13:42,760 But if we're in that ballpark, that's $2 billion of net inflows 253 00:13:42,760 --> 00:13:46,400 in just four days. I just, I don't know how you can 254 00:13:46,400 --> 00:13:48,000 be bearish. Like it's just it's madness to 255 00:13:48,000 --> 00:13:51,760 me. The thing is, I think bitcoins 256 00:13:51,760 --> 00:13:53,680 obviously have this monumental run. 257 00:13:54,000 --> 00:13:57,760 Now not in terms of absolute moves, like the move is what, 258 00:13:58,120 --> 00:14:01,040 15%, but in terms of consecutive moves. 259 00:14:01,040 --> 00:14:04,840 So people get very, very, you know, wary when you have these 260 00:14:04,840 --> 00:14:07,280 sort of big consecutive moves and we're in, you know, we're in 261 00:14:07,280 --> 00:14:09,720 extreme greed now on the index, all this sort of stuff. 262 00:14:10,600 --> 00:14:12,680 But I just don't know how you can be bearish on that like 263 00:14:12,920 --> 00:14:15,960 something really CPI came out slightly hot today. 264 00:14:17,800 --> 00:14:21,680 Nothing, nothing to go nuts about 3.1% like we are. 265 00:14:22,120 --> 00:14:25,280 We are still very close to the Fed, Fed target at the moment. 266 00:14:26,840 --> 00:14:29,800 I just, I don't know how you, how you fight that. 267 00:14:30,080 --> 00:14:34,320 How could you be sure with that? The only person all CT that went 268 00:14:34,320 --> 00:14:36,840 short is keyword monkey. Thankfully, he looks like he 269 00:14:36,840 --> 00:14:40,120 closed that scalp. He was right for like 12 hours, 270 00:14:40,120 --> 00:14:44,000 but I think it's like the most suicidal trade is to try to 271 00:14:44,000 --> 00:14:46,840 scalp a short in the middle of like a run like that. 272 00:14:47,320 --> 00:14:49,520 Like it's really scary genuinely, because I was 273 00:14:49,520 --> 00:14:51,760 thinking about this morning. It's like you scalp a short 274 00:14:51,760 --> 00:14:54,600 because you feel like some frost when we hit 50K. 275 00:14:54,600 --> 00:14:57,960 But like the UPS, the risk reward is not worth it, right? 276 00:14:58,360 --> 00:15:00,800 I think if you're scalping you tend to have tight stops, so it 277 00:15:00,800 --> 00:15:03,440 doesn't really matter. You just whatever, like I'm sure 278 00:15:03,440 --> 00:15:05,920 he would have stopped out at the same level he took profits. 279 00:15:05,920 --> 00:15:08,440 So, but yeah, I would say, like what's more dangerous is if you 280 00:15:08,440 --> 00:15:11,960 have a medium term short, because without tight stops, 281 00:15:11,960 --> 00:15:14,280 that's how you can really like do your bollocks. 282 00:15:14,280 --> 00:15:16,800 But if it's just a if you're just scalping like whatever, 283 00:15:16,800 --> 00:15:18,480 you're never going to make much money, but you're never going to 284 00:15:18,480 --> 00:15:20,200 lose much money either, I think, because you should have tight 285 00:15:20,200 --> 00:15:21,680 stops in that. OK. 286 00:15:22,040 --> 00:15:22,800 OK. OK. 287 00:15:22,800 --> 00:15:24,560 OK. I like that OV What's up with? 288 00:15:24,560 --> 00:15:26,440 And then we had numbers this morning. 289 00:15:26,440 --> 00:15:28,040 There's another figure coming out this week, right? 290 00:15:28,640 --> 00:15:29,720 Or no? That's it. 291 00:15:29,880 --> 00:15:32,720 No, I think that's it. I think inflation is CPI is 292 00:15:32,720 --> 00:15:35,320 usually the big one. We'll probably have some PMI 293 00:15:35,320 --> 00:15:37,880 numbers later this month. I think maybe we already have 294 00:15:37,880 --> 00:15:38,840 them. I can't even remember. 295 00:15:39,200 --> 00:15:41,440 We've got PPI on Friday with. TPI, that's it. 296 00:15:41,440 --> 00:15:44,920 We have PPI on Friday, yeah, which will be important. 297 00:15:44,920 --> 00:15:49,000 But yeah, I mean, I don't think 3.1% is that bad. 298 00:15:49,000 --> 00:15:52,320 I just think people got really bulled up on how low the number 299 00:15:52,320 --> 00:15:54,560 could be and the expectation was 2.9%. 300 00:15:55,080 --> 00:15:58,320 Remember last month was 3.4, so we're actually seeing inflation 301 00:15:58,320 --> 00:16:02,120 drop again after it kind of evened out and even rose a 302 00:16:02,120 --> 00:16:03,560 little bit. So it's it's actually a good 303 00:16:03,560 --> 00:16:08,400 number in my opinion and to see 3.1% inflation alongside like 304 00:16:08,680 --> 00:16:12,160 payrolls that are coming in at 203 hundred, 400K every month, I 305 00:16:12,160 --> 00:16:14,800 think it's pretty it's a massive win like it's a it's a good NUM. 306 00:16:14,800 --> 00:16:17,160 Those are, these are good numbers for the economy. 307 00:16:17,160 --> 00:16:20,840 If we came in at 3.53 point 6 and you have those big payroll 308 00:16:20,840 --> 00:16:24,000 numbers that would be a bit more worrying but 3.1%, I think it's 309 00:16:24,000 --> 00:16:25,560 a good number. That's the second lowest print 310 00:16:25,560 --> 00:16:28,840 we've seen in the last 18 months, possibly even 2 years. 311 00:16:28,840 --> 00:16:31,320 I don't even know when you know when things started to get out 312 00:16:31,320 --> 00:16:33,040 of control. So I actually think it's a good 313 00:16:33,040 --> 00:16:34,800 number. I think I just think like short 314 00:16:34,800 --> 00:16:38,680 term markets maybe got a bit too pulled up and they're now paying 315 00:16:38,680 --> 00:16:43,440 the the penalty for that. But you know, I just don't think 316 00:16:43,480 --> 00:16:47,600 I mean CPI is important because if the, you know, it effects 317 00:16:47,600 --> 00:16:50,880 macro risk sentiment which therefore effects how much 318 00:16:50,880 --> 00:16:53,680 people want to put into crypto. But at the end of the day, we're 319 00:16:53,680 --> 00:16:58,040 still seeing massive, massive crypto inflows from the ETF. 2 320 00:16:58,040 --> 00:16:59,600 billion in four days is not a joke. 321 00:17:00,080 --> 00:17:03,240 And tomorrow, tomorrow will be interesting because tomorrow is 322 00:17:03,240 --> 00:17:06,000 going to be the number we'll see having had the CPI number and 323 00:17:06,000 --> 00:17:08,319 having had the market reaction today and you'd expect 324 00:17:08,319 --> 00:17:10,480 tomorrow's info number would maybe a little bit lower because 325 00:17:10,720 --> 00:17:12,240 people are making those decisions today. 326 00:17:12,560 --> 00:17:16,480 But I just, it doesn't seem like these Bitcoin inflows are going 327 00:17:16,480 --> 00:17:18,800 to slow down anytime. And I really do believe if that 328 00:17:18,800 --> 00:17:21,800 continues, I think if that continues, we will see 100K 329 00:17:21,800 --> 00:17:23,760 Bitcoin in the first half of the year. 330 00:17:23,760 --> 00:17:27,160 We may even see it in Q1. Like if you get $500 million a 331 00:17:27,160 --> 00:17:31,160 day of Bitcoin inflows every day and that doesn't stop, we will 332 00:17:31,160 --> 00:17:33,840 see 100K Bitcoin in Q1. We definitely will because the 333 00:17:33,840 --> 00:17:37,920 numbers just don't add up for it to not go to not go parabolic. 334 00:17:37,920 --> 00:17:41,120 But that depends on the ETF flows and it feels like to me 335 00:17:41,120 --> 00:17:43,960 there's a high likelihood of seeing that in H1. 336 00:17:44,200 --> 00:17:46,120 So I think dips like these, you're probably meant to buy 337 00:17:46,120 --> 00:17:49,480 like we may be off a bit because leverage ticked up, we had a bad 338 00:17:49,480 --> 00:17:52,840 CPI number and things sold off and people are taking profits 339 00:17:52,840 --> 00:17:55,560 and having had a good run. But you know, I just think these 340 00:17:55,560 --> 00:17:58,280 are, these are always dips to be bought because the main thing 341 00:17:58,280 --> 00:18:02,400 that's driving the crypto market right now is $500 million a day 342 00:18:02,400 --> 00:18:07,440 of inflows into Bitcoin ETF. And as long as that continues, 343 00:18:07,440 --> 00:18:10,680 it's going to be very hard for us to not rally from here, I 344 00:18:10,680 --> 00:18:13,280 think. Yeah, OK. 345 00:18:13,360 --> 00:18:20,040 Look, we absolutely love to see that it's and some good figures 346 00:18:20,040 --> 00:18:23,760 you shared right now, Andrew. Andrew Kane put out a good tweet 347 00:18:23,760 --> 00:18:25,600 yesterday. It's worth it's worth looking 348 00:18:25,600 --> 00:18:27,120 at. He was trying to estimate what 349 00:18:27,120 --> 00:18:30,240 the inflows he thought would be into Bitcoin. 350 00:18:30,760 --> 00:18:32,880 Hold on. Let's go check. 351 00:18:34,320 --> 00:18:37,000 And I think he's he was estimating something like 40 to 352 00:18:37,000 --> 00:18:39,800 120 billion of inflows this year. 353 00:18:40,320 --> 00:18:42,480 Yeah, we literally we that's what Kunis said. 354 00:18:42,480 --> 00:18:44,760 But Kunis was saying the estimates are 100 bill, but like 355 00:18:44,760 --> 00:18:49,400 he's he's putting in at 50. Yeah, I mean, he's talking about 356 00:18:49,400 --> 00:18:52,560 not just the ETF obviously, or at least not just the USETFI 357 00:18:52,560 --> 00:18:53,880 think you're thinking about other things such. 358 00:18:53,920 --> 00:18:58,960 A good pose. This is great. 359 00:18:59,400 --> 00:19:01,280 I thought it was. If you keep on going down, 360 00:19:01,280 --> 00:19:02,120 you'll find it. But. 361 00:19:04,560 --> 00:19:05,720 This one. There it is. 362 00:19:06,160 --> 00:19:09,280 Long term BTC demand flows this year I approximate to be 40 to 363 00:19:09,280 --> 00:19:14,760 $130 billion and so he puts this like chart, this like table here 364 00:19:14,840 --> 00:19:18,160 that he's talking about. It's very it's very high level. 365 00:19:18,160 --> 00:19:22,800 He's obviously talking about like household demand but I 366 00:19:22,800 --> 00:19:25,520 don't think he's, I don't think he's massively off. 367 00:19:25,520 --> 00:19:29,160 I do think, I do think we could see that sort of an inflow into 368 00:19:29,320 --> 00:19:31,320 into Bitcoin and this is a period where you know Bitcoin on 369 00:19:31,320 --> 00:19:35,840 exchanges is is at its lowest for for many, many, many years 370 00:19:37,160 --> 00:19:38,360 and you have the Harbin coming up. 371 00:19:38,360 --> 00:19:43,920 So it's it's a period where you could have increased impact on 372 00:19:43,920 --> 00:19:46,920 price in my opinion, but you know, Blackrock's got 5 billion 373 00:19:46,920 --> 00:19:52,160 Bitcoin already, 5 billion Bitcoin that, that they're just 374 00:19:52,160 --> 00:19:54,320 going to keep on driving this thing, man, like. 375 00:19:54,480 --> 00:19:57,720 Oh, that is insane. That is insane, bro. 376 00:19:57,760 --> 00:19:59,320 That is just like that is just what? 377 00:19:59,320 --> 00:20:01,960 What do you want, wizard? Why is Wizards commenting on our 378 00:20:01,960 --> 00:20:03,400 shit? I know he's watching us live. 379 00:20:03,400 --> 00:20:06,200 He's watching the the the X. Probably probably because I said 380 00:20:06,200 --> 00:20:09,400 100K Bitcoin. He's literally watching the X 381 00:20:09,400 --> 00:20:11,440 broadcast because at the bottom right in the comments it says 382 00:20:11,440 --> 00:20:13,080 there's AX logo and not the YouTube one. 383 00:20:13,080 --> 00:20:16,480 So he's watching us live on video on XI sent them the link 384 00:20:16,480 --> 00:20:17,680 to the stream yard. I'm like, why don't you just 385 00:20:17,680 --> 00:20:20,480 crash the show and let's see what what he thinks. 386 00:20:20,480 --> 00:20:23,800 I mean, Capo yesterday posted his new TA and it seems like 387 00:20:23,800 --> 00:20:25,640 Capo still thinks that we're going down. 388 00:20:26,040 --> 00:20:29,760 I did ask him and I got a response actually OV that I had 389 00:20:29,760 --> 00:20:32,000 to send you screenshots for because you're blocked still. 390 00:20:32,320 --> 00:20:35,480 But I thought it was so funny. Like, send me a screenshot. 391 00:20:35,480 --> 00:20:37,120 I'm still blocked. I thought it was hilarious. 392 00:20:37,480 --> 00:20:39,520 Out of all the people that made fun of him, you're the one who 393 00:20:39,520 --> 00:20:41,280 got blocked. It's like it's hilarious to me, 394 00:20:42,280 --> 00:20:46,240 but basically I asked the message, are you me man or or do 395 00:20:46,240 --> 00:20:48,800 you actually think this? He goes, he just stays the same 396 00:20:49,200 --> 00:20:52,480 50K30K. Then we'll see what happens. 397 00:20:52,800 --> 00:20:58,440 So I guess we'll see, I guess, I guess we'll see for that, but it 398 00:20:58,440 --> 00:21:01,200 it's looking great. So just to recap of prices here, 399 00:21:01,520 --> 00:21:03,800 what's that menu? How does he think he goes to 30 400 00:21:03,800 --> 00:21:06,960 K other than lines on the chart like I think? 401 00:21:07,640 --> 00:21:09,400 I think it's it's not it's not real. 402 00:21:09,640 --> 00:21:11,680 I don't think it's real anymore. It's not real anymore, is it? 403 00:21:11,680 --> 00:21:13,880 It's real anymore. I don't think it's me, I'm 404 00:21:13,960 --> 00:21:16,440 actually. Trying to think what makes apart 405 00:21:16,440 --> 00:21:18,640 from we're frothy. We've got a bit too much 406 00:21:18,640 --> 00:21:22,440 leverage like I to be clear we actually don't have that much 407 00:21:22,440 --> 00:21:24,000 leverage. Historically if you go back to 408 00:21:24,000 --> 00:21:26,440 when Bitcoin was last at 50K, the leverage in the system is 409 00:21:26,440 --> 00:21:28,480 much, much lower. You can even see on that funding 410 00:21:28,480 --> 00:21:31,600 like we're not yellow across the board, it's high, it's not 411 00:21:31,800 --> 00:21:35,960 insane and it's definitely decreased on things like CME 412 00:21:35,960 --> 00:21:39,640 over the last over the last few months or last month since the 413 00:21:39,680 --> 00:21:42,200 since the ETF. So like I I do wonder how we go 414 00:21:42,200 --> 00:21:46,760 from 50 to 30 K like OV like what do you think of the things 415 00:21:46,760 --> 00:21:50,200 that that really 'cause we should be worried about like a 416 00:21:50,200 --> 00:21:52,600 banking crisis or like what is the thing that? 417 00:21:52,680 --> 00:21:56,040 Require Black Swan, right? Banking crisis is like good for 418 00:21:56,040 --> 00:21:57,640 Bitcoin. Remember when we had Bitcoin 419 00:21:57,640 --> 00:21:59,280 rally last year in the banking crisis? 420 00:22:01,160 --> 00:22:03,520 I mean, I don't know. We don't have to have this 421 00:22:03,520 --> 00:22:05,840 conversation because we don't have to, like, manifest things. 422 00:22:05,840 --> 00:22:07,120 It's. Important like because I think a 423 00:22:07,280 --> 00:22:10,000 lot of people on the first sign of weakness, they go like oh 424 00:22:10,000 --> 00:22:11,880 we're going to go low because the chart tells me to like 425 00:22:12,200 --> 00:22:13,720 there's got to be something driving this. 426 00:22:13,880 --> 00:22:16,160 And I know obviously a lot of this is momentum, so people get 427 00:22:16,160 --> 00:22:20,120 scared and on the way down. But if you have an ETF which is 428 00:22:20,640 --> 00:22:23,600 buying and let's say it slows, let's say it goes down to 100, 429 00:22:23,600 --> 00:22:26,520 two, 100 million a day. We're still talking about crazy 430 00:22:26,520 --> 00:22:30,560 inflows into an asset daily. Just to put into context, a very 431 00:22:30,560 --> 00:22:32,720 good week. If you go coin shares, if you 432 00:22:32,720 --> 00:22:35,960 they post. If you want their Twitter, they 433 00:22:35,960 --> 00:22:41,000 post weekly the inflows into into crypto coin. 434 00:22:41,000 --> 00:22:46,760 Coin shares you know where Melton and they they used to 435 00:22:46,760 --> 00:22:49,400 post weekly the inflows into into crypto funds. 436 00:22:50,040 --> 00:22:53,840 You should look at this chart about what's been going on for 437 00:22:53,840 --> 00:22:58,240 the last few weeks compared to what it was like for many, many, 438 00:22:58,240 --> 00:23:00,920 many. Where did you see this chart? 439 00:23:00,920 --> 00:23:05,680 They post a few. Days onto their website maybe 440 00:23:05,680 --> 00:23:08,960 like they've put 708 million there, like where that where it 441 00:23:08,960 --> 00:23:12,480 said 1.1 billion go down. Oh my bad, my bad. 442 00:23:12,480 --> 00:23:13,680 Sorry. So right here. 443 00:23:14,160 --> 00:23:16,560 Click on that link 1.1 billion Yeah, click on that. 444 00:23:17,320 --> 00:23:22,080 Oh, I got drained. Oh God. 445 00:23:22,120 --> 00:23:26,680 Dude, come on, man. They're really killing you. 446 00:23:26,960 --> 00:23:28,040 But just depends. Context. 447 00:23:28,040 --> 00:23:31,240 We are just dwarfing anything that we saw on a weekly basis 448 00:23:31,240 --> 00:23:33,600 into crypto, into crypto funds over the last year. 449 00:23:33,640 --> 00:23:36,560 Like a great week. Bro, you can't access the 450 00:23:36,560 --> 00:23:37,440 website. OK, go ahead. 451 00:23:37,440 --> 00:23:39,800 Sorry. Would be a few 100 million. 452 00:23:40,040 --> 00:23:42,080 Oh my God, this is just a disaster for. 453 00:23:44,200 --> 00:23:45,760 Just type in. Oh, there we go. 454 00:23:46,400 --> 00:23:47,720 There you go. Look at that. 455 00:23:47,760 --> 00:23:52,080 Look at that chart there, right. And you're starting to see 456 00:23:52,520 --> 00:23:56,640 obviously prefer those two weeks for the GBTC outflows, but look 457 00:23:56,640 --> 00:24:00,440 at how big these inflows are compared to all of last year or 458 00:24:00,440 --> 00:24:03,080 like what you would see on a durational week last week you'd 459 00:24:03,080 --> 00:24:06,240 like you'd be happy if you got 100 to 200 million of inflows 460 00:24:06,640 --> 00:24:08,360 today we're getting 500 million a day. 461 00:24:10,120 --> 00:24:12,280 And we were worried about GBTC dumping on us. 462 00:24:12,840 --> 00:24:16,480 Like look at it we we are factors different to what's been 463 00:24:16,560 --> 00:24:20,560 going on for years in crypto. This is the most inflow inflows 464 00:24:20,560 --> 00:24:23,280 crypto we see. Crypto asset flows by asset in 465 00:24:23,280 --> 00:24:27,080 millions of dollars and look at that and that that involves 466 00:24:27,080 --> 00:24:29,320 Bitcoin, Ethereum, multi assets. So we're not buying us like one 467 00:24:29,320 --> 00:24:32,240 another. We're talking like billions 468 00:24:32,240 --> 00:24:34,600 here, yeah? Like look at that. 469 00:24:35,120 --> 00:24:37,360 I remember because I used to post this data every single 470 00:24:37,360 --> 00:24:38,680 week. These are these are the like the 471 00:24:38,760 --> 00:24:40,920 the main, these are the main institutional funds that that 472 00:24:40,920 --> 00:24:43,640 used to have crypto. It used to be like, oh great, we 473 00:24:43,640 --> 00:24:46,720 got 100 million in and now arguably a lot of that a lot of 474 00:24:46,720 --> 00:24:49,240 that was in retail. But these this is new capital 475 00:24:49,400 --> 00:24:51,040 like BlackRock wasn't buying before. 476 00:24:52,480 --> 00:24:57,120 Like look at that chart. It's this is insane. 477 00:24:58,120 --> 00:25:00,320 I mean, this is the only one we need to see, right? 478 00:25:00,840 --> 00:25:04,440 Yeah, Well, yeah, I mean you have those two down weeks 479 00:25:04,440 --> 00:25:06,080 because of because of grayscale, but. 480 00:25:06,080 --> 00:25:09,240 Yeah, that's it. Look at this one, look at this 481 00:25:09,280 --> 00:25:12,920 one, weekly crypto asset flows by asset in money there's there 482 00:25:12,920 --> 00:25:18,800 is 1100 million, OK. One point Bill that's 1100 483 00:25:18,800 --> 00:25:23,840 million of dollars going into the weekly crypto asset flows 484 00:25:23,920 --> 00:25:29,120 and you're bearish aenon like, I, I, I, you know what I mean. 485 00:25:29,160 --> 00:25:32,200 It's like it's so absurd to me when I read bearish like 486 00:25:32,200 --> 00:25:34,600 sentiment on the timeline and then we're not even. 487 00:25:34,960 --> 00:25:36,920 The crazy thing is you're not even being a fork here. 488 00:25:36,920 --> 00:25:39,200 You're just literally using numbers and data to like show 489 00:25:39,200 --> 00:25:42,640 why you're making a point OV your 100K Bitcoin comment is 490 00:25:42,640 --> 00:25:46,400 making the rounds right now. Like it what what was your call 491 00:25:46,400 --> 00:25:47,760 like by end of year? We didn't. 492 00:25:47,760 --> 00:25:49,480 We all say 100K Bitcoin in the year? 493 00:25:49,560 --> 00:25:54,600 If we see if we see $500 million a day of inflows into the 494 00:25:54,600 --> 00:25:58,200 Bitcoin ETF, we will see 100K by the end of Q1 and Q1. 495 00:25:58,200 --> 00:26:01,280 There's about six weeks left. By the end of Q1. 496 00:26:01,560 --> 00:26:03,360 In about in about six weeks, I'm saying. 497 00:26:03,360 --> 00:26:06,120 You see? Oh yeah, let's go. 498 00:26:06,160 --> 00:26:10,120 That's the fucking animal. That I'm just saying that's if 499 00:26:10,120 --> 00:26:12,640 you see that that there's consistent inflows, we may we 500 00:26:12,640 --> 00:26:16,480 probably won't but if you do then I think, I think I think 501 00:26:16,480 --> 00:26:19,760 that's what we would get. So, so I just, I just checked it 502 00:26:19,760 --> 00:26:24,760 today, just just now. So 2023 crypto inflows at asset 503 00:26:24,760 --> 00:26:27,440 managers in 2023 was 2.2 billion. 504 00:26:27,840 --> 00:26:30,960 We have seen 2.2 billion in four days. 505 00:26:31,680 --> 00:26:36,520 So all of 2023's inflows have happened in the last four days 506 00:26:36,760 --> 00:26:40,760 into institutional funds like that is just stop fighting it. 507 00:26:40,760 --> 00:26:42,880 So like yeah, OK yeah maybe we might go down because the 508 00:26:42,880 --> 00:26:44,640 average is high people get liquidated, I get it. 509 00:26:45,200 --> 00:26:49,280 But this is not, this is not like, oh, we're just going to go 510 00:26:49,280 --> 00:26:51,360 down to 30 K because your charts as it is. 511 00:26:52,040 --> 00:26:54,360 It also the other thing I think to note here for Chartists and 512 00:26:54,360 --> 00:26:58,080 anyone who's following on chain metrics is how much buying is 513 00:26:58,080 --> 00:27:02,120 now happening off chain. It's like happening by people 514 00:27:02,120 --> 00:27:04,760 like they're not going to going to the average price of these 515 00:27:04,760 --> 00:27:06,800 sort of buys. The sort of metrics that we're 516 00:27:06,800 --> 00:27:09,040 following. This is a lot of the metrics 517 00:27:09,040 --> 00:27:11,480 that we used to have to follow are going to start to become 518 00:27:11,480 --> 00:27:15,080 less, less relevant because of the type of buyer that we're 519 00:27:15,080 --> 00:27:17,000 seeing. Yeah. 520 00:27:17,560 --> 00:27:20,640 Dude Wizard is losing his mind in the YouTube comments right 521 00:27:20,640 --> 00:27:23,400 now. He is like blasting comments. 522 00:27:23,440 --> 00:27:24,960 This is this is going to end in me. 523 00:27:25,000 --> 00:27:29,240 Me like somehow getting into a bet of like, Bitcoin to 100K? 524 00:27:29,240 --> 00:27:29,880 Yeah. Yeah. 525 00:27:30,840 --> 00:27:32,280 Yeah, yeah, yeah. But you, you need to get crazy 526 00:27:32,280 --> 00:27:34,560 odds on that because you're calling for Q1, like you need to 527 00:27:34,560 --> 00:27:36,200 be getting like 5:00 to 1:00 on that, you know what I mean? 528 00:27:36,200 --> 00:27:38,000 Like 12:50 on that if you're going to take that. 529 00:27:38,000 --> 00:27:40,400 Yeah, maybe. Let me function and find that 530 00:27:40,400 --> 00:27:43,160 guy who I bet bet for the ETF. You know. 531 00:27:43,560 --> 00:27:45,480 Afterwards. I'm getting notes. 532 00:27:45,480 --> 00:27:47,920 I'm getting notes. I'm getting notes that we're 533 00:27:47,920 --> 00:27:50,680 getting Wizard is is is coming in the studio. 534 00:27:50,680 --> 00:27:53,200 No faces. OK, he's coming. 535 00:27:53,280 --> 00:27:54,400 He's coming. He's on the way. 536 00:27:54,520 --> 00:27:56,680 I sent him the stream yard link. He is on the way. 537 00:27:56,680 --> 00:27:58,120 This show was about to get Rowdy. 538 00:27:58,120 --> 00:28:00,920 He's coming on video. We have 210 people in the studio 539 00:28:00,920 --> 00:28:02,280 watching us live on video by the way. 540 00:28:02,280 --> 00:28:05,160 So just a quick reminder follow FOMO hour because we deliver 541 00:28:05,160 --> 00:28:10,920 fire content every day and also and and and also because Wiz is 542 00:28:10,920 --> 00:28:15,440 on his way to to take a bet with with over here so that's that's 543 00:28:15,440 --> 00:28:17,800 about to get interesting anyways. 544 00:28:18,480 --> 00:28:20,760 Anyways anyways anyways all right so Mendo ETH. 545 00:28:20,760 --> 00:28:21,680 Perfect. So I'm. 546 00:28:21,680 --> 00:28:23,960 I meant to move my longs to ETH got you. 547 00:28:24,160 --> 00:28:27,520 Thank you for FA We're going to take care of that we're going to 548 00:28:27,520 --> 00:28:28,720 take care of that after the show. 549 00:28:28,720 --> 00:28:32,600 Not doing so that's that's that there he is. 550 00:28:32,600 --> 00:28:37,840 There he is the the great bear. Look at this. 551 00:28:37,840 --> 00:28:40,480 Look at that name. Look at that name. 552 00:28:40,480 --> 00:28:43,120 Wizard. What's up? 553 00:28:43,600 --> 00:28:48,440 So what's going on here You you don't seem 100K, what is what 554 00:28:48,560 --> 00:28:53,160 are you talking about end of Q1? 100K man six weeks. 555 00:28:53,400 --> 00:28:57,280 That's wild. Like, damn, I couldn't even try 556 00:28:57,280 --> 00:29:00,320 and LARP that hard, man. That's unreal. 557 00:29:02,520 --> 00:29:04,840 I'm I'm the inverse capo. I'm the new capo. 558 00:29:05,440 --> 00:29:09,200 Yeah, I mean Anthem. I mean, yeah, there's inflows, 559 00:29:09,200 --> 00:29:12,520 but like, are we just like, not? So we just think that it doesn't 560 00:29:12,520 --> 00:29:14,920 matter what happens with anything, right? 561 00:29:14,920 --> 00:29:17,640 Like, so I saw you guys saying inflation, it was just like a 562 00:29:17,640 --> 00:29:18,680 small. No, no. 563 00:29:18,680 --> 00:29:21,440 I mean, did you see shelter? Like shelter is just not moving 564 00:29:21,440 --> 00:29:23,680 down. We just don't care. 565 00:29:24,200 --> 00:29:26,760 We don't care. Well, I don't care. 566 00:29:26,760 --> 00:29:28,680 Do you guys care? Manda had a. 567 00:29:28,680 --> 00:29:31,320 Comment there but we got we got to have a we got to put a bet 568 00:29:31,320 --> 00:29:34,840 down man you're calling for 100K end of Q1 we there's got to be 569 00:29:34,840 --> 00:29:37,120 some sauce on the line here. I agree. 570 00:29:37,120 --> 00:29:38,680 I I think you guys should be betting. 571 00:29:38,760 --> 00:29:42,000 I actually totally agree. I think OV and and and and and 572 00:29:42,000 --> 00:29:43,320 Wizard here should be taken a bet. 573 00:29:44,600 --> 00:29:45,840 Yeah. I just, I just don't think we 574 00:29:45,840 --> 00:29:48,800 need to be worried about inflation at 3.1% like shelter 575 00:29:48,800 --> 00:29:53,080 inflation is it's not exactly going to go up like it's it's 576 00:29:53,120 --> 00:29:54,840 lagging already. So we already know it's going to 577 00:29:54,840 --> 00:29:57,480 come down to a certain extent. Like even if it even if we 578 00:29:57,480 --> 00:30:01,320 settle around 3% like it's it's just not in the world where 579 00:30:01,320 --> 00:30:04,560 Bitcoin then goes to 30 K like I just think this is this is where 580 00:30:04,560 --> 00:30:08,040 it decouples because of inflows like macro really really fucking 581 00:30:08,040 --> 00:30:11,800 mattered for a long time but like now it feels on the margin 582 00:30:11,880 --> 00:30:15,680 rather than if inflation's slightly high it's going to nuke 583 00:30:15,680 --> 00:30:19,400 Bitcoin like it just you can even see that in like like the 584 00:30:19,400 --> 00:30:21,120 price sections at a like. Oh yeah. 585 00:30:21,120 --> 00:30:25,240 So I I agree with the with of course the 30K that that'll 586 00:30:25,240 --> 00:30:28,960 that's just I think it's just a meme like I it would take so 587 00:30:28,960 --> 00:30:31,720 much like Fed would have to be like OK we're gonna hike 50 588 00:30:31,720 --> 00:30:35,440 basis points right now inflation goes to 6% I mean maybe we see 589 00:30:37,120 --> 00:30:40,840 36K38K maybe then so I don't disagree with that but I don't 590 00:30:40,840 --> 00:30:44,520 think we're seeing 100K by end. I mean, yeah, let's put a 591 00:30:44,560 --> 00:30:46,560 dollar, a dollar, dollar. Bet. 592 00:30:46,920 --> 00:30:48,040 Let's do it. Dollar bet. 593 00:30:49,120 --> 00:30:52,600 End of Q1. NFQ $1.00 bet, I like that. 594 00:30:52,600 --> 00:30:54,520 I like those dollar bets. I think we should be doing more. 595 00:30:54,520 --> 00:30:55,920 Yeah, yeah. Well, I mean, there's no, I'm 596 00:30:55,920 --> 00:30:58,760 not going to flex with OV the guy, you know, big size. 597 00:30:58,760 --> 00:31:02,520 So yeah, I mean, I'm a fall fit. Small little fish, but. 598 00:31:02,960 --> 00:31:05,240 OV's up good today. OV's up good today. 599 00:31:05,240 --> 00:31:08,440 You know he he's top mugger. He's top wiffer. 600 00:31:08,440 --> 00:31:11,200 You know his his coins are doing good today, Wizard. 601 00:31:11,200 --> 00:31:13,920 So he's. Yeah, we love the mug, so you 602 00:31:14,120 --> 00:31:16,360 know all about that. We love cyber bullying, so 603 00:31:17,080 --> 00:31:19,080 bullish on that. Wait, opinions of our? 604 00:31:19,280 --> 00:31:22,480 Was created created as a coin to like bully whiz, that's. 605 00:31:22,600 --> 00:31:25,280 Literally, Yeah. Literally, it was literally 606 00:31:25,280 --> 00:31:29,480 created to like attack, whiz. And then I messaged OV on July 607 00:31:29,480 --> 00:31:30,960 20th. Yeah, I'm in. 608 00:31:31,840 --> 00:31:35,120 I was like, I posted it. I was like by MOG, it's this 609 00:31:35,120 --> 00:31:39,560 Wizard of Soho Cyber Bullying coin and and that's when we 610 00:31:39,560 --> 00:31:42,080 bought it. And then and then we. 611 00:31:42,120 --> 00:31:46,080 Just fucked up for the fall. Oh my God, this is great. 612 00:31:46,080 --> 00:31:48,080 This is great. Now that no 100%, it was 613 00:31:48,080 --> 00:31:51,240 literally made to bully me. And like all their first memes 614 00:31:51,240 --> 00:31:54,120 are just pictures of me from like my Instagram from like 615 00:31:54,120 --> 00:31:56,520 fucking seven years ago. Like, it's incredible. 616 00:31:56,800 --> 00:31:58,680 I love that. I love that anyway. 617 00:31:58,680 --> 00:32:00,720 So that's that that's I think that's a good market. 618 00:32:00,720 --> 00:32:02,920 I think that's a good market We can how you feel about how you 619 00:32:02,920 --> 00:32:06,200 feel about how do you feel about Ethier with I mean Mando and 620 00:32:06,200 --> 00:32:07,920 Mando's feeling very, very bullish. 621 00:32:07,920 --> 00:32:08,520 You're on it. Yeah. 622 00:32:08,560 --> 00:32:09,840 Yeah. I'm very bullish on it. 623 00:32:09,840 --> 00:32:14,160 I mean the the they're filing Eat the what do you call like 624 00:32:14,160 --> 00:32:17,000 the ETFs and shit like that. It's we just we literally get to 625 00:32:17,080 --> 00:32:19,000 do the exact same playbook all over again. 626 00:32:19,440 --> 00:32:21,600 I mean, yeah, 100%, very bullish on. 627 00:32:21,800 --> 00:32:24,360 I mean this is against my whole Twitter character right now. 628 00:32:24,360 --> 00:32:26,960 But yeah, I'm very, very bullish on Eat the. 629 00:32:27,200 --> 00:32:30,760 It's like my largest spot position plus all the Eat NFTS 630 00:32:30,760 --> 00:32:32,560 too. But yeah, what's your, what's 631 00:32:32,560 --> 00:32:35,320 your favorite ETH base trade? Because there's a few things now 632 00:32:35,320 --> 00:32:36,960 you can buy. There's LTS that maybe some mean 633 00:32:36,960 --> 00:32:40,000 coins and oh, you mean like like the beta, like a like a. 634 00:32:40,280 --> 00:32:41,520 Yeah, yeah, yeah. Oh. 635 00:32:41,880 --> 00:32:45,040 Honestly man, all of them like anything you pick like Arbitrum. 636 00:32:45,400 --> 00:32:47,160 Like I have a large fish on Arbitrum. 637 00:32:47,160 --> 00:32:50,040 I have. I like all those like sui op. 638 00:32:50,080 --> 00:32:53,520 I don't even know if they have any users but all that shit's 639 00:32:53,520 --> 00:32:57,640 going to like, you know easily outperform it over the next into 640 00:32:57,640 --> 00:33:01,320 into the ETF. But I don't, I don't know what 641 00:33:01,320 --> 00:33:02,880 do you guys have? I mean, I have like, so what's. 642 00:33:02,960 --> 00:33:06,080 I have a big pudgy, pudgy Penguins position which honestly 643 00:33:06,080 --> 00:33:09,600 trades like inverse to most NFTS because usually NFTS dump when 644 00:33:09,600 --> 00:33:12,160 eats pumps, but pudgy Penguins pump when eats pumps. 645 00:33:12,160 --> 00:33:14,800 So that's been incredible. But I don't know what what betas 646 00:33:14,800 --> 00:33:18,360 do you guys have? I think, I think some NFTS will, 647 00:33:18,360 --> 00:33:20,480 yeah, Morgan, I think seems. I have. 648 00:33:20,480 --> 00:33:24,880 I'm not lying. I think NFTS like in the like in 649 00:33:24,880 --> 00:33:29,760 the 2021 Bull Run NFTS he did act as a as as levered ETH if 650 00:33:29,760 --> 00:33:31,280 you like it's like punk's did really well. 651 00:33:31,560 --> 00:33:34,240 I think maybe Penguins are like I don't want to say as phrase I 652 00:33:34,240 --> 00:33:36,080 don't want to say that the 8th of the cycle but they're they're 653 00:33:36,080 --> 00:33:38,720 definitely the NFTS with the most momentum the cycle. 654 00:33:38,720 --> 00:33:40,720 So I think I think that will act as a good basis to ETH as well. 655 00:33:40,720 --> 00:33:44,680 But now you have so many L twos, like three years ago the only L2 656 00:33:44,680 --> 00:33:48,400 you really had was Polygon and now you have arbitrum, optimism. 657 00:33:49,240 --> 00:33:51,280 Imagine. Wasn't even really an L2, right? 658 00:33:51,760 --> 00:33:52,640 Yeah. And you're going to have stuff 659 00:33:52,640 --> 00:33:54,640 like Blast that's going to be coming as well, which we spoke 660 00:33:54,640 --> 00:33:58,280 about yesterday. So I think there's a lot of good 661 00:33:58,400 --> 00:34:00,000 ETH beta players. It's funny because, and it's 662 00:34:00,000 --> 00:34:02,120 what Manda said yesterday, it's like when you think about all 663 00:34:02,120 --> 00:34:05,000 the different ETH beta players, it kind of makes you like less 664 00:34:05,000 --> 00:34:07,760 bullish on ETH itself, because it's how I'd rather just buy 665 00:34:07,760 --> 00:34:11,440 this than actually buy ETH and it kind of makes you wonder 666 00:34:11,480 --> 00:34:12,239 about that. But. 667 00:34:13,159 --> 00:34:16,159 I mean that depends if you're a spot like you know yeah but you 668 00:34:16,199 --> 00:34:19,840 you you got massive downside risk right on the on the beta 669 00:34:19,840 --> 00:34:23,080 it's like I mean those things swing like 510% a day sometimes. 670 00:34:23,080 --> 00:34:27,360 So yeah I mean I think that's a fairpoint for sure this but 671 00:34:27,360 --> 00:34:29,800 that's that is the thing there's so many more eat betas. 672 00:34:29,800 --> 00:34:32,320 I mean you're right like if you think about it like last cycle 673 00:34:32,320 --> 00:34:36,239 yeah you just had Polygon which was went on an insane pump like 674 00:34:36,239 --> 00:34:39,360 the Polygon was like the the the Solana pump that we're seeing 675 00:34:39,360 --> 00:34:42,040 now it was like the Polygon pump and it hit like $3 or some shit 676 00:34:42,360 --> 00:34:45,840 but that was wild. But yeah blast will be big too I 677 00:34:45,840 --> 00:34:48,040 agree on that. Blast will be like the gaming is 678 00:34:48,040 --> 00:34:52,000 where my biggest allocation outside of spot eat and is and 679 00:34:52,000 --> 00:34:54,679 pudgy pangas like I think like this gaming is just. 680 00:34:54,679 --> 00:34:58,640 I mean if you saw mafia holy shit you see big time holy like 681 00:34:58,640 --> 00:35:02,640 all these gaming tokens are just going to be just easy. 1025 X 682 00:35:02,640 --> 00:35:06,320 like every time like not faded beam. 683 00:35:06,360 --> 00:35:08,960 Shout out to Mando on that but put me on beam. 684 00:35:08,960 --> 00:35:12,280 Holy shit, that Beam Shade has been incredible. 685 00:35:12,520 --> 00:35:14,800 Yeah. Yeah, has been insane. 686 00:35:14,800 --> 00:35:18,800 You guys cooked that, huh? Yeah, all amando, man. 687 00:35:18,800 --> 00:35:20,400 Yo, it was so random. He, like, matches me. 688 00:35:20,400 --> 00:35:23,720 He's like, hey man, I like this. I like this token beam. 689 00:35:24,600 --> 00:35:25,720 I'm bullish on it. Literally. 690 00:35:26,040 --> 00:35:27,840 Like, what the fuck it is. What made you like? 691 00:35:27,880 --> 00:35:30,320 That man, though, like what was what was 'cause I remember you 692 00:35:30,320 --> 00:35:32,520 calling that. Like, what was what was the call 693 00:35:32,520 --> 00:35:33,160 like? Why? 694 00:35:33,840 --> 00:35:36,200 It's it's actually an old token. They just they just made a new 695 00:35:36,200 --> 00:35:39,720 token and you know, you just know in this space that you just 696 00:35:39,720 --> 00:35:41,720 need a narrative. Like, Beam doesn't actually have 697 00:35:41,720 --> 00:35:43,920 much going on it. Like it's not like it's sitting 698 00:35:43,920 --> 00:35:45,320 there with like all these like millions of users. 699 00:35:45,320 --> 00:35:47,320 It's the same with pretty much everything in gaming I spoke 700 00:35:47,320 --> 00:35:49,400 about yesterday. But hot narrative, they're 701 00:35:49,400 --> 00:35:51,960 burning a lot of their supplies. So it's like AVC. 702 00:35:51,960 --> 00:35:55,280 At the same time, it's kind of like like AI don't want to say 703 00:35:55,280 --> 00:35:58,240 Animoka, but they're making investments into different 704 00:35:58,240 --> 00:36:01,560 gaming companies and then they're using the profits from 705 00:36:01,560 --> 00:36:03,120 those investments to burn the token. 706 00:36:03,440 --> 00:36:07,720 So you kind of own like a a gaming VC at the same time as a 707 00:36:07,720 --> 00:36:12,200 chain and it's a token you know that like went basically to zero 708 00:36:12,200 --> 00:36:16,560 and then came back up and it got a new IT used to be merit circle 709 00:36:17,120 --> 00:36:18,880 it's they had a ton of money in their treasury. 710 00:36:18,880 --> 00:36:22,240 I think they have like nearly 100 million in their treasury so 711 00:36:22,600 --> 00:36:25,560 or maybe even more so it just seemed like an obvious and that 712 00:36:25,560 --> 00:36:28,720 was when it was trading at 500 million or 600 million now it's. 713 00:36:28,800 --> 00:36:33,560 Saying lower, when you hit me up it was it was 2200 like 150 or 714 00:36:33,560 --> 00:36:37,680 200 million. Fuck, it was like 4 like .004 715 00:36:38,080 --> 00:36:39,160 and like, I literally, I had no idea. 716 00:36:39,160 --> 00:36:41,240 I didn't even look. I just literally started aping 717 00:36:41,240 --> 00:36:43,960 and like clips off like 50K50I was like and then I'm like, all 718 00:36:43,960 --> 00:36:48,040 right, what is this thing? As well, yeah, gaming. 719 00:36:48,040 --> 00:36:50,760 Gaming people didn't spin up a narrative like that, right? 720 00:36:50,760 --> 00:36:53,440 Like we're going to, there's some big gaming coins to come 721 00:36:53,440 --> 00:36:57,400 out for the rest of the year. And I just, I remember this from 722 00:36:57,400 --> 00:37:00,960 2021 like it's so easy to on board people, to gaming 723 00:37:00,960 --> 00:37:03,080 narratives. Like things can get really 724 00:37:03,080 --> 00:37:05,880 crazy. Yeah, I agree with Mando on this 725 00:37:05,920 --> 00:37:09,520 hundred, like that should be a huge, like, we've already seen 726 00:37:09,520 --> 00:37:11,280 it, like 4-3 tokens have come out. 727 00:37:11,560 --> 00:37:13,760 That's nothing. There's so much money waiting to 728 00:37:13,760 --> 00:37:17,440 go into gaming and the like big time went to what like 1 billion 729 00:37:17,440 --> 00:37:20,120 something plus like 10X after launch. 730 00:37:20,120 --> 00:37:23,840 Like imagine that 10X after launch on a like a legitimate 731 00:37:23,840 --> 00:37:26,040 like token, not a meme coin mafia. 732 00:37:26,040 --> 00:37:29,920 It's like an 8 or 9X already. I mean, this is, yeah, it's 733 00:37:29,920 --> 00:37:31,560 going to be huge, all these games coming out. 734 00:37:33,520 --> 00:37:36,200 OK, OK, wow, that's going to be exciting. 735 00:37:36,200 --> 00:37:39,200 The gaming narrative is fucking crazy and it's obviously like it 736 00:37:39,200 --> 00:37:42,920 keeps on, keep it on. Anyways, thank you Wizard for 737 00:37:42,920 --> 00:37:45,120 crashing the show and making a bet with Ovi. 738 00:37:45,160 --> 00:37:46,720 We're excited to see if we hit that. 739 00:37:47,720 --> 00:37:52,880 If we hit that, if we hit that amount, the 100K in in Q1, 740 00:37:52,880 --> 00:37:55,400 honestly that would be fire and something that I would love to 741 00:37:55,400 --> 00:37:57,240 see. What's going on in the NFT 742 00:37:57,240 --> 00:37:59,520 world, What is going on in the NFT world? 743 00:37:59,520 --> 00:38:02,080 I mean let's have a look at digens here to do a quick little 744 00:38:02,080 --> 00:38:05,480 recap. What's going down in the space 745 00:38:05,480 --> 00:38:08,400 you have, you have a lot of stuff rotten still, right, like 746 00:38:08,400 --> 00:38:12,520 pudgies are still above 50K. Ozuki's been running as well on 747 00:38:12,520 --> 00:38:15,320 the on the east side, little pudgies in the eco as well, some 748 00:38:15,320 --> 00:38:18,600 mutant ape sales. But it's just it's just the 749 00:38:18,680 --> 00:38:20,240 overall in the fi market just feels healthy. 750 00:38:20,240 --> 00:38:21,400 I don't know. How do you guys feel about that 751 00:38:21,400 --> 00:38:23,560 in general? It feels, it feels good. 752 00:38:23,560 --> 00:38:26,200 Obviously you look at the top of DJs like most things are down 753 00:38:26,200 --> 00:38:31,720 just because everything grips. Yesterday Pixelmon announced a 754 00:38:31,760 --> 00:38:35,520 partnership with Mutable. They've obviously got a a token 755 00:38:35,520 --> 00:38:39,080 coming. We actually were investors in 756 00:38:39,080 --> 00:38:42,520 that they that's been rising over the last the last few 757 00:38:42,520 --> 00:38:47,240 sessions you have a few things which have tokens on it. 758 00:38:47,240 --> 00:38:53,240 So that parcel that's a that's a real estate platform on on 759 00:38:54,480 --> 00:38:56,680 Solana which has been doing really well, those are up about 760 00:38:56,680 --> 00:39:00,400 40% on the week. The the parcels there you saw 761 00:39:00,680 --> 00:39:02,960 came by pandas obviously been like slightly rising. 762 00:39:02,960 --> 00:39:06,320 Crazy, Yeah. Killer bears have have done like 763 00:39:06,320 --> 00:39:09,760 a 2X over the last week. They're moving to Solana just 764 00:39:09,760 --> 00:39:11,600 like a bit more focused on that whole project. 765 00:39:11,600 --> 00:39:13,400 They've they've obviously got a lot of different assets in their 766 00:39:13,400 --> 00:39:16,200 ecosystem. So I think they have like killer 767 00:39:16,200 --> 00:39:17,880 carbs and a couple of other things which. 768 00:39:17,880 --> 00:39:20,720 Killing it, yeah. Which have started to move. 769 00:39:21,080 --> 00:39:23,560 They had like AI don't know, a tougher period I think for a 770 00:39:23,560 --> 00:39:25,080 while. And then there's been a bunch of 771 00:39:25,080 --> 00:39:30,760 air drops for ordinals holders. You've got two air drops coming 772 00:39:30,760 --> 00:39:33,560 I think, or one of them maybe is has already come. 773 00:39:33,560 --> 00:39:36,840 I think I'm trying to remember the names of them, but if you 774 00:39:36,840 --> 00:39:39,120 were involved in any top ordinals collections, you've 775 00:39:39,120 --> 00:39:40,400 probably got an air drop overnight. 776 00:39:40,400 --> 00:39:44,320 So go check. I think one of them is called 777 00:39:44,320 --> 00:39:46,320 Rune Guardians. I think that's already out and 778 00:39:46,320 --> 00:39:48,520 that is trading. If you go to the second page of 779 00:39:48,520 --> 00:39:50,760 Degens, I think you can you can see it. 780 00:39:52,280 --> 00:39:57,600 It came out maybe yesterday and then there is a. 781 00:39:57,600 --> 00:40:02,360 Is that it? I saw that I didn't get any. 782 00:40:02,560 --> 00:40:04,680 I I saw, Dee said. He received one. 783 00:40:05,320 --> 00:40:08,000 He posted that. There is an AirDrop coming 784 00:40:08,000 --> 00:40:11,920 called Karma which is going to be which is maybe a BRC 20 or 785 00:40:11,920 --> 00:40:15,000 Rune. But Karma AirDrop is coming for 786 00:40:15,000 --> 00:40:16,920 for holders as well. So you're going to get 2 two 787 00:40:16,920 --> 00:40:19,320 different airdrops if you're if you're involved in ordinals at 788 00:40:19,320 --> 00:40:21,280 all. Most of the top collections are 789 00:40:21,280 --> 00:40:26,000 getting them OK bears, they are going to be doing new 790 00:40:26,560 --> 00:40:28,120 collection. I think it's OK dogs. 791 00:40:28,120 --> 00:40:30,200 Remember Magic Eden announced their new marketplace is going 792 00:40:30,200 --> 00:40:33,160 to be on the 27th of February. They put out like a cinematic 793 00:40:33,160 --> 00:40:37,760 trailer alongside board apes that obviously this is the one 794 00:40:37,760 --> 00:40:40,200 that's going to be collect, protecting creator royalties. 795 00:40:41,400 --> 00:40:44,000 And they've obviously hinted at a token or they actually 796 00:40:44,120 --> 00:40:46,240 basically said they're going to get a token for some of these 797 00:40:46,240 --> 00:40:48,680 things. So I expect that could that 798 00:40:48,680 --> 00:40:50,480 launchpad, you could start seeing a lot of different 799 00:40:50,480 --> 00:40:52,360 projects as you said ether rocks. 800 00:40:52,560 --> 00:40:57,880 Another one sold 740 KA huge sale and then it was really just 801 00:40:57,880 --> 00:41:00,200 the tokens. So you see, aiming tokens all 802 00:41:00,200 --> 00:41:04,440 went up a lot yesterday. Zeta is an L1 which went up 803 00:41:04,440 --> 00:41:05,600 yesterday. I'm just talking about some of 804 00:41:05,600 --> 00:41:09,200 the lower cap ones. Mug four O fours bounced. 805 00:41:09,200 --> 00:41:12,600 I think Sagar actually came out with his own token standard 806 00:41:12,600 --> 00:41:15,800 yesterday. So I think the idea of new token 807 00:41:15,800 --> 00:41:20,400 standards to play with ETH between 7:20 ones and ERC 20s I 808 00:41:20,400 --> 00:41:21,600 think is going to be interesting. 809 00:41:21,840 --> 00:41:24,440 But yeah, a lot of stuff going on in the small cap stuff. 810 00:41:24,480 --> 00:41:26,960 Honestly, Amanda, Minutes has been taking me so long to write. 811 00:41:28,080 --> 00:41:31,440 Yeah, right. Because it's just, I know in the 812 00:41:31,440 --> 00:41:36,240 bull market there is just so much going on, so many things 813 00:41:36,240 --> 00:41:41,800 like points fucking air drops, something like it's very very 814 00:41:41,800 --> 00:41:45,960 difficult to to keep up. So yeah, go fucking subscribe If 815 00:41:45,960 --> 00:41:49,720 you haven't subscribed yet, I'm. Wasting. 816 00:41:49,720 --> 00:41:52,880 My this thing. But yeah, it's. 817 00:41:53,440 --> 00:41:54,480 I'll do it. You know what? 818 00:41:54,480 --> 00:41:55,800 The new the collection back then. 819 00:41:55,800 --> 00:41:58,040 It's like this. People cutting their Dicks off. 820 00:41:58,280 --> 00:42:00,040 Oh yeah, it's like. I'll do this. 821 00:42:00,080 --> 00:42:02,120 I'll do it. Remember that that collection in 822 00:42:02,120 --> 00:42:03,760 the last bull market. What was that? 823 00:42:03,760 --> 00:42:05,840 What was that? Collection again, so I'll do it. 824 00:42:06,360 --> 00:42:07,680 Oh, that's what it was called and. 825 00:42:07,760 --> 00:42:10,280 It's like like this. And he's like holding his Dick 826 00:42:10,440 --> 00:42:13,520 out with scissors and it was like something like, well, I'll 827 00:42:13,520 --> 00:42:15,600 do it. It was so funny. 828 00:42:16,320 --> 00:42:17,640 Oh my God, dad, maybe an honorary. 829 00:42:17,640 --> 00:42:19,880 So like, there's really like a character of like me with like 830 00:42:19,880 --> 00:42:23,720 scissors cutting my thing off and you can like, change it 831 00:42:23,720 --> 00:42:26,440 every time I found it. I find it hilarious. 832 00:42:26,440 --> 00:42:26,720 Anyways.