Yo-yo, yo. What up?
Good morning.
Good morning, GMG. Friday, January 3rd, 2025.
Look at that. Another beautiful date.
I have a beautiful day. I got my coast in the house.
Baroque. Baroque.
How you doing, brother? Good to see you this morning.
Thank you for showing up on January 3rd, 2025 and being true
to your audience that supported you for three years straight on
the show. Yo, thank you very much for Oak.
It's a it's a pleasure, brother. You know, you asked me to come
last minute, had to pull up. You know, we have this awesome
audience that shows up every day.
You know, they totally don't show up for loot box things
we're about to do at the end of the show because we're not doing
what we're doing too. And by the way, I heard you gave
away $1.2 million last year for Rogue.
A FOMO hour. Yeah, it was.
Well, actually, I have a better. I have a better gig for y'all.
No, I ripped it. Fuck, I ripped this off his
hand. There you go.
There's there he is. All right.
Shout out to Queen Pepe for this one.
So anyways, so the show today, today market report.
Don't worry, I replaced Mando. We have Wizard of Soho coming
and keyboard monkey. Fuck you, Tyler Remando.
So I love, so I love and and we got so we're going to talk about
we're going to talk. A lot of markets say we have AI
quant on the way. Keyboard monkeys just got to
finish one more thing for his work yes she's very busy.
He's he's just a lot more than just shit talk and bear post on
the timeline. Let me tell you that the man is
cooking with hot fire. So we're going to talk about
that. There he is.
Oh, no, this wizard. Look at that.
And then we're going to talk about what we talk about after
that. We're going to do we're we're
we're just going to fuck around today.
We're going to find out. Then we're going to do, we're
going to do. Yeah.
Where's the animated agents when I need them?
Where's the AI agents when I need them?
Like my Co host. Shut up, gums fit me because the
rings now fuck who is not even $10 billion yet.
Oh, I see where I'm going to bring up in a second.
And then and then and then we'll do this thing.
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get wrecked anyways. The Wizard of Soho.
What's up, baby? Can you hear me?
Oh, he's at the beach. Oh my.
What's up guys? Can.
You hear me? Can you hear me?
Yeah, I can hear you. Can you hear me?
It's not even fake. That's the word.
Oh, it is fake. Yeah, yeah, I can hear you.
I think, I think there's a, there's a lag.
Yeah, Yeah, I think there's a lag.
Oh, no. Oh, Oh, well, there you go.
That was the wizard and soul, ladies and gentlemen, And the
background is real. I think I was at 5712.
He was rocking too. I think that one's real, too.
Keeper Monkey's going to be here any minute now.
Anyways, let me run you guys through through through through
today's. I mean, I can do this, right?
I mean, I can't kind of started this thing, right?
So I, I think I got it. I think I got it.
I think I can handle it. What's what's Tyler's trying to
sell the timeline here. Is he talking shit?
What up to you, any better? Is this better?
Yes, but is it? OK, I don't know.
No, there's a lag, damn it. Is that OK?
Let me switch to my laptop then. It sounds good.
Everybody hang tight. Everyone's coming.
But anyways, let's go, let's you know what?
Let's go. Let's go read Mando's minutes.
All right, let's go read Mando's minutes and let y'all know what
we're looking at in the on the because we don't even have
Tyler's not even writing minutes.
This guy went to Disney once he never came back.
This is absolutely the scenes going on here, the scenes the
scenes I mean Oh my God, I what's Tyler saying what's Tyler
saying he didn't say anything all right, daily market report,
so Bitcoin is at 96 point. What is it at let's look at this
because I can do this myself. I've been doing pretty well all
right, 96.9 kick what's going on?
Can you dig it can sense I was like good all right, well,
Bitcoin, Bitcoin, Bitcoin Bitcoin 97 K nearly 97 K here
looks like it's it wants it. I think it pushed for nearly 98
K yesterday. Looks like BTC Dom may be going
a little lower here as versus Solana which is looking good and
probably a theorem as well. You absolutely love to see that
this is something that you want to see right now this year as it
is the year of Solana again FYI. So theorem smashing through 3500
has had trouble actually breaching that number most
recently. It seems like 3500 is a very big
resistance resistance point for for ETH here.
Would love to break that. As you can see, wonderful cup
and handle being broken here. I'm not even shit posting around
this. Me being serious.
That's how I think about things and how I do my personal traits
as well. But you know, could be
reclaiming here, $4000 above that would be great.
So Solana above 220, you'd be looking probably for Ath reclaim
ETH. I think we got to really break
that 3700 mark that it's kind of had trouble as you can see here,
3500 every time it's been slapped back down, it is the how
many Times Now 1234, if maybe we could call it sixth time that is
trying to breakthrough that. So I would love to see that in
order to go long, even though I don't long and I don't use
leverage. And then on the Solana side, I
mean, that's the story of the moment, right?
I mean, the AIG narrative is fully happening on Seoul, of
course, like I understand it's happening on base 2 with
virtuals being the leader there by far in terms of market cap.
But it's it's looking at Solana's really stealing a lot
of the Thunder right now with the prices on Seoul itself, the
underlying coin doing very well. Let's look at the market recap
of AI coins because that is a talk of town right now.
Shout out to Cookies off Farm, by the way, they don't sponsor
us. We don't work with them.
I don't even hold a token. But they give us some love this
morning for using their platform.
You guys have, you guys have built a good platform.
So obviously we're going to use that for our stats.
So total market cap of AI agents is at $17 billion, up 50% on 7
days, which is absolutely insane with AIXBT continuing to lead
the agent mindshare. Far Coin second today at $10
billion. Speaking of far coin, let's look
at it hitting $1.5 billion market cap earlier today, I
think it went to 1.5 to 1.53. Absolutely love to see that, you
know, code holders in shambles and, and you know, it's listen,
everybody farts, silent yet wealthy.
Let me try this again. Whiz, are you here?
Yeah, I can see you. Can you hear?
Me. Let's go, let's go.
We have the wizard. So there you go.
There you go. Proper Friday.
Show that. I love that.
Yo. So Mando is too rich now?
So, yeah, yeah. He's got white.
I mean, he's got goats, so he's not probably not printing on
that, but he's printing on far coin.
Yeah, this was. 1.5 Wow. Yeah, 1.5 bit I was going over
some crypto price actually. I mean even majors here was like
they're looking good dude. You were telling me, didn't you
tell me long the 1st Friday of November, So January, no.
No, not November, January, Friday of January.
Oh, which would have been this morning, 8:30.
There you go. Well.
If you were long at 8:30, it's like, yeah, you're up a lot.
There you go. I mean longing this morning 8:30
and you're, you're, you're already up quite a bit.
Bitcoins at 97 too Ethis 3530 and so on 2/17 yeah Ethis
sending. What do you how do you feel like
BTC dominance here? Do you think because I see Owen
right Owens been like having a really good cycle.
He's been saying it's going to like be shakes in there.
How do you feel about that? You know, I think we should see
BTC dominance reduce a little bit.
I mean, it's honestly, it's so tough.
I mean, there's a lot of great orthogonal bets that are going
to print money regardless of dominance.
So if you are somebody who's been waiting, you know, for the
last few years for all coin season, you know, you'll
probably still keep waiting, but I think you'll see stuff like AI
coins, etcetera, you know, make a move regardless of dominance,
but you're seeing it already. I think what is more important
is like meme coins, like a traditional, you know, dog and
cat coins, they seem a bit fatigue.
So it's possible that maybe that's fatigue is waiting for
some reduction in Bitcoin dominance and then you'll see a
bit again there. But right now the mindshare is
all AI unfortunately. Maybe you know Penguins,
probably the one of the only few that still has mindshare in your
traditional Incoins. Yeah, it looks like the animal
coins are really getting cooked here for the most part, right?
Yeah, even, yeah, even Penguins taking a little bit of push
down. But I mean, it's just
consolidating this looks. The chocolate's really nice.
Yeah. But other than that, yeah,
traditional meme planes are definitely very fatigued.
I mean, it's pretty, there's no volume there.
Everything's being taken by AI stuff.
And not just any AI like because the meme AI's other than fart
coin is not really like goat's not really doing anything.
Yeah, I know it's looking like the main movers obviously AI16C
again, but that was like 2.6 billion yesterday.
I think it's 2.3 something now. That's moving again, right?
I just saw, yeah. It they're all moving again,
bottomed. Out actually Papa is doing OK
like but that's a major coin, right?
So that's just covered into Ethereum.
Yeah, 100%. Pepe is moving again here,
nearly $9 billion here again. Love to see that.
I saw Mark moving on that MOG moves.
It was wild every time people flood MOG at the bottoms.
Dude this shit just prints green candles and stuff like that.
Hi KBM, how are you? Good.
How are you guys? Well, look at that.
Look at that. I got rid of rid of Mando and
and Tyler and got Yeah, we're back, Yeah.
No, how about I mean like some of the more traditional, well
maybe not traditional meme coins are bouncing like the Murad
stuff like SPX 6900 is fucking popping off.
Dude, SPX huh? SP bought some a couple days
ago. So you did.
Yeah, I did. Wow.
It would look like too good of a breakout.
I had to fucking ape it SPX. Oh yeah, that thing's been
pumping, Yeah. The chart was just too good.
I had to ape it. I like, you know.
Well, you know the what's the price target on that by Murad
like 100 billion. I think 69 trillion or something
was. Is that what it is?
Yeah, yeah. Hey, you remember, you remember
that show we did like a while back and you made like all your
yeah, yeah, yeah. Oh, whoa, whoa, it's.
Bottom, bottom fucking It wasn't the.
Bottom it was close. That was like, funny.
On. The good old days.
Well, now I'm deep in trenches here.
Pretty damn. Buzz Overnight Buzz was a
fucking good one. Yeah, KBM, you, you've been,
you've been, you've been like trenching hard, like you did you
like just stop leveraging and then you just like full on like
mean pointing. Yeah, I just have more like time
and liquidity. Like it was like annoying.
I had like a liquidity crunch. That's why I missed a lot of the
mean point stuff. I couldn't like split my
accounts to have enough fun. But now I'm like, maybe I'll
throw weight around and do some shit.
So makes it more fun. I'm actually playing for like,
what? Yeah.
What? Is cable trash?
I don't know. I mean like I'm, I'm among a
couple things. I mean, I'm among the Griffin
Ark just like the standard AI ones, obviously manure.
I don't know if I really believe, I don't really know if
I believe in newer, but Griffin and Ark have been bouncing well
today. All these kind of things take
like 2030% swings like constantly and you're they're
like obvious ranges too. So you can kind of just buy the
bottom of them, sell a little bit at the top.
It's like trading like what dream of air it's it's really
clean. So that's been fun and like the
the features with like Neo bullocks with the DCA feature
and shit is just like so helpful to just set and forget these
kind of ranges and kind of been doing that.
I kind of backed off the agents a bit.
I think the agents are just kind of like boring to me for the
most part, even AIXBT, like they're they are really
glorified chat bots at this point, but they get so
repetitive. I don't know.
I've kind of lightened up that sector completely.
Yeah, but I'm in and out. I mean, your fan's good.
Yeah. I mean, caught that buzz
overnight. I don't know how I feel about
buzz. I mean, it is what it is, just
hot. I think there's these new.
I would like to pay that 300 million on Griffin probably.
200, yeah, I mean, fucking if it goes there, of course I would
buy 200. I don't know, I mean, it's
raining in the 350 area, so that's definitely been a bad.
But yeah, what finance added perps for Griffin and a couple
of these other ones or something and that kind of stalled their
momentum a little bit with the out of liquidity.
Better when they're liquid to uncap the price a bit.
But I don't know if the market's hot.
There's been some good new issues that are fun to trade the
past couple days, but kind of just scalp those.
Yeah, I don't know, just kind of waiting for the next big one.
I mean, I think it's obvious that more new ones will come out
and people to pull liquidity from the bigger ones and keep
rotating. But you see the whole AI market
cap has been going up, so people are winning different spots.
I don't know, I think that my strategy has been like try to
just scalp them out and hold cores in the ones I like and
then like, you know, buy damps and scap them out kind of just
continuously rotating. So you're locking in some
profits and not just at the the mercy of holding one or two of
them and you know, round tripping stuff.
But. What do you guys think is going
to what do you guys think this market caps going on?
I think I've seen a lot of chatter on the timeline about
that. You know, I think NFTS topped at
what $35 billion market cap overall.
What do you guys think 35? So we're going to need some big
new issues to pump that market cap probably.
I don't know if the the the ones that are there now will continue
to hit bigger critical mass maybe, but I don't know like I I
don't even own an AI16B or virtuals, which is kind of funny
or zero bro So and I don't know. What it would think?
To get me to buy them. I mean, I was long out of
virtual and then Mando funded me out of it, so I sold it and that
was that. Like $1.50 sorry.
I don't know. This is like this is like story
of all the boys. Yeah.
I mean, if you look at the virtual metrics on duty
analytics are not good. So it's kind.
Of like do we give a? Shit about that?
I guess not. Well, guess not.
It's a meme, right? Like the Duty analytics thing is
like, hey, nobody's using it. But hey, like, it doesn't matter
because The thing is still going higher.
You know who just joined the Twitter Spaces stage?
I would have never expected to see that in a million years as
kook. What up, Kook?
Yeah, for real. How you doing, man?
I saw the noted pop up and I was like, yeah, AI keyboard monkey
on here. You always.
Say we got Wiz. Check it out.
We got we got Wiz on 2. Wiz.
Wiz retweeted it Or quote? Yeah, he quote tweeted it.
Hey bro. So are you guys all in one mic
on video or something? Do you want to come on video?
No, no, it's, it's cool. I'm just on the phone, but
you're you're all through your account I guess.
Yeah, everyone's. We're streaming live on YouTube
and on and on X broadcast. That's why.
So it's easier to go through my my.
My mic. So what?
Do you like? Oh, it's nice to What do I like
for AI? Yeah.
Whatever. What do you like?
Yeah. In general, whatever.
What? What's cook vine right now?
Yeah. Yeah, it's it's funny, I tweeted
about this a couple times. I'm honestly not doing a lot.
Like I'm a degenerate gambler. So I ate pears and like, you
know, whatever, I'm in the trenches a little, but I sized
it way down. I'm looking at like blackjack
hands. Well, I mean, they're big
blackjack hands, right? But like I the trades I do the
best on. I need time to build conviction.
Like I I went into 2025 with a huge goal of having my bags
packed already. So I'm heavy BTC soul E if we're
talking about AI, like my big bets are fart coin and goat and
goat doesn't look so hot right now.
I kind of faded virtuals early like I didn't really jump on the
agent meta zero bro. I was I like I like a lot of
this stuff, but like and I've traded a lot of it like I but
I'm out of most of those agents, but I just like fartcoin, bro.
I think it's the coin of the cycle like we're talking about
AII think fartcoin is the one you guys follow.
Triadfy Whiz and KBM will know, but like the the Tradfi space
and fintwit have turned fart coin into like the go to joke
for dissing Fed policy and like Fintwit's all perma bears that
just hate on the Fed right like that.
And that's 100 times bigger than CT.
So I like fartcoin. I think goat's got to come back
because I looked at it in like, history, yeah. 1.5 billion.
I hadn't pulled it up. It's.
Yeah, all these fintwit guys are talking.
The only coin I've seen them talk is fartcoin actually.
And they just said. Oh yeah, yeah.
You have to because hey, dude, you know what's going to happen,
right? So Powell's going to pivot and
he's gonna send the markets like at least Q1Q2 are up only like I
think everybody kind of thinks that and all these guys, all of
Fintwitz perma bears, like they're gonna be talking about
Farquin on Bloomberg. They're gonna be like Powell's
Howl's easing and Farquin's 2 1/2 billion.
What like this is out of control.
Like it's gonna keep going. And the funnier it, it's funnier
the higher it goes. And so that's I, I like a lot of
this other stuff, virtuals, whatever.
I'm not gonna top blast virtuals at 4 1/2 billion.
You know, I look, yeah, it's and that that was right when I
joined, I heard you guys say the total, the top NFC market cap
was 35, Bill, I don't know the number.
It sounds about right. And then people are saying, hey,
I should go to 100. I can see it like for sure.
But yeah, I'm not going to chase a lot of this stuff at this
point. Like I was in those ones early.
Like I got to, I developed my conviction and I have the
ability to hold it right. Like I'm now holding these
things at ridiculous valuations, ridiculous amount of XS, and I'm
going to keep holding. And yeah, that's just my style
of trade, you know? What's that quote, Ben Graham?
It's not about diversification, bro.
It's about put all your eggs in one basket and watch the basket
fucking closely. I like that.
How do you, how do we, how do
we, how do we feel about that? I mean KBM, you have a lot of
eggs, not a basket. Now I'm pretty concentrated.
I mean like I have some small gambles too, pretty concentrated
in these AI put them in like I like that.
I like his, I like his conviction here too.
And I agree with parkour. I mean like, I like it way
better than the GOAT because it's actually like, mean.
Bull. You have a position in either.
I'm going to be. Looking at parkour shark today.
I'm going to buy a couple 100 soul worth of parkour today.
Wow. What a Chad.
I mean like how many, how many, what are the multiples I can
make on it? Probably nothing crazy but but
coin too much not to fucking. I mean, I mean to me, like I
look at far coin, I'm like, why can't that be the token that
goes redacted this cycle? Like we?
Yeah. I call it Coin of the Cycle.
It is I've, I'm calling it the coin of the cycle just because
it's so, yeah, it's so stupid, right?
And it's like the perfect 20 IQ, 200 IQ.
But the people like these Stradfy guys, like they don't
even realize yet that it was the first coin conceptualized and
developed by an AI. Like it's legitimate history.
And it's like very important to the AII guess development.
You know, it's like it's an early AI.
Yeah, yeah, man. So it's terminal of Truth,
right? So Andy set up back rooms and
whatever and like the terminal of truth guy, I just call him
him like GOAT. Goatse was his favorite meme.
And so he got obsessed with Goatse and then GOAT got
launched. And so GOAT is like the history
coin from that aspect. That's why I liked it.
Again, for me, like I got to develop conviction.
So hold this stuff and I'm kind of like in crypto, I look for
first or history or different. And so that's why I like goat.
But then in a backroom's post, the terminal truth guy, he, he
wrote a thing where he's like, ah, meme coins are cool,
whatever, they're important. This is the perfect meme coin.
And he, you can read the post like he says, why fart coin,
everybody farts, blah, blah, blah.
So there's actually like a lot there that Tradfi hasn't even
touched on yet. So they're going to.
Oh, man. Fundamental.
Research and I got one more I I've been meaning to write a
tweet on this but I'm lazy. But this is true.
This is true and I researched it yesterday because somebody told
me in a comment. So the very first joke in human
history that's been developed or or discovered by archaeologists
is from ancient Sumeria. It's 4000 year old joke that
they found on a tablet and there's like a painting with it
dude. And it's a fucking fart joke
bro. The first joke, I swear bro, I
swear it sounds. Like, yeah, we got to look this
up. We.
Just showing his back right now. There's a, there's a Reuters
article. No, there's a Reuters article.
And the reason I didn't tweet it because I wanted to like, crop a
good headlock, but like, the article's a mess.
Like it doesn't, you know? But bro it's true art joke.
So what was what was the first joke in what human history?
Yeah, like the first discovered. Oh my God.
He's right. He's.
Fucking right. The people.
That was the first AI joke. Dude, people are.
Just top lasting law fucking. The the he's saying this is this
July 2024. People are just discovering the
oldest joke in history of actually it.
The the oldest joke in history is actually a dirty fart joke
that's 4000 years old. Classic.
He's not. Funny, and it's about like some
woman farting on a guy's lap or something, I guess.
That. Is yeah, you got a top blast.
It's crazy, right? Like, come on, we're coming full
circle. The first joke ever Sumerians
are carving in on stone tablets. And now the first thing an AI
wants to joke about is farts too.
Bro dude. This is great.
I mean, look at this. I mean, that's so funny.
I wonder. If that's why, though, like it
maybe the AI saw in the data set that the first joke was a hard
joke. And it's like, oh, this is,
yeah, let's go with that. History rhymes.
It is a writer's history. World's oldest joke traced back
to 1900 BC. And you're bearish, Ainon.
I've been literally adding this whole time during this call.
You're getting a hyper liquid. Are you lugging a hyper liquid?
Is that what you're? Doing market buying, setting
bids. Market and Griffin look great.
Yo by those are my 2:00. So I did that KBM ever since I
let go of the of the whole because I saw Raoul pause take
yesterday and I was like, well, this is kind of a take I had
like a month ago and it's like this is not the take I want to
have right? And I think he's going to come
around to it as well. And I just got blasted Griffin
as well. That's why I did.
I got one more bullish, one more bullish point on fire.
So what if I'm interrupting because I can't do video?
One more bullish thing. So you know that they sent him,
it was him, him, Garga or whatever.
Like it's a good Twitter account.
Yeah, yeah. You saw him, Him Gajira.
Yeah. Oh, he's sick, bro.
This guy's kind of almost like a philosopher vibe out of him, but
he's great. He he was the guy who sent the
truth terminal fartcoin like at the beginning.
And now I think the bag I'd have to check today it's 30 million
or something. But like the other funny thing,
this, this will be the first AI 100 millionaire, right?
And that's headlines and it's going to be because of fartcoin.
It might become the first AI billionaire.
Like let's see how the price goes, but that's fucking
headlines. You know, there's just a lot
here with this bro. Yeah, this is crazy.
It'll definitely stay in the news cycle if the AI bubble
keeps inflating. Well, what is he, what do we
think? What do we think the truth
terminal does with the money, right, Because he's he is at 50
mil by the way, because of between far coin and zero bro,
that's the two coins. And, and ironically, he only has
like $1,000,000 worth of goat, right?
It's like the GOAT, like he never really had any goat to
start with, which is one thing that made me flip.
Actually, it's something these point out to me.
And then that's why I like swapped over.
But what do we think he does with the money?
Because $50 million is insane. Do we have any ideas?
I'm not sure. Like I don't know.
If he nukes it, he's going to get punished.
That's what happens, right? Doesn't.
Andre have the keys. Andy, does Andy have the keys?
I don't know how it works. Yeah, he has the keys.
There was some fun early on. There was some fun.
Like Andy? I don't know, but apparently
he's going to change it to where the AI is going to be able to
transact but for and like hold the keys itself.
But for now, Andy has the keys. But that's what I had read like
while back because I was like, how do we get the AI to start
dumping so I can get some entries like as a?
Joke. And then people posted like a
whole. Thing, but technically you could
if it the keys and could transact.
You could have incidents just maxed out.
Yeah, I mean that, that that wallet has this is the bag.
I found it. So he has 30. $1,000,000 of four
coin. He's got 27 mil of four coin and
30 mil of 0 bro. Fucking I would love to see zero
bro with this grill. I mean I hate the agent zero bro
but I guess they changed it to economics and added.
Yeah. So I don't know.
It's just an agent, but the agent I want to delete it.
These guys I. Actually don't like the truth.
I don't like them either. Yeah, I don't.
Like upcoming Zero run 1 is a fucking moron.
But he's been in like he was in Double XL, like he's a rapper
and shit, right. So he's got to be kind of a
retard. Like that's the market.
I I don't have a bag like, but I kind of like it.
But he he annoys me like that's why.
Yeah, exactly. I like.
Mute. I mute a lot of these agents
sometimes. I think the agents themselves
get annoying, like especially the ones that try to dunk on
you. It's like OK, cool.
Like you're like the I already have like real humans dunking on
me all the time. My.
Comments I'm a. Target fucking.
Agents. The hater agents.
I went, I went through like Polly all 2021.
You think the agent is going to bother me?
Like dude, like it's so funny. There's another there was a new
agent that just popped up that begs you for money and like, I'm
so broke. I'm.
Like what the fuck is this? Now we have like a.
Brokey AI it's. Paying for money.
Yeah, there's some brokey one. Yeah, I don't know, sometimes if
they're like agents are not. And I love arguing with my
haters. So I'll be having like arguments
with these AIS and then sort of like, bro, it's an AI.
I know that happened to me once. Now I know better.
I look to see if it says autonomous or not.
It's like, bro, you, you go to bed.
Yeah, let's take you to, let's take you to, let's take you to
bed. Grandpa, you're arguing against.
Me, I'm arguing with my like a fucking computer but.
I I think he jaws like that guy you had on your show KB and he
makes a good point, right? He's like, it's true that they
start as like AI slob, like it's boring.
It gets tiring, but like it's going to evolve in like.
I don't know if you saw what Mandel post this morning, but
the AI16Z agent that like can like host the Twitter space, for
example, or like I've seen a few more of those try to get.
So I think it just starts with that.
Like the bottom of the barrel is like, yeah, it's just a reply
guy probably. A good one.
It depends on the platform they're on, depends who's behind
it. Like the developers.
Like when there's a good one, you'll know it and then we just
have to eat the shit out of it. It's like, you know, like even
like the Tri sig, I own Tri sig and it's like this kind of just
fucking stupid. Like it just regard yourself the
same couple sentences and annoys me.
So. Like, I end up getting sick of
them real quick. And so like a really good one,
you'll, you'll just know it'll be obvious.
In my opinion, I kind of feel like the same way with all these
projects going on right now, kind of like juggling and vying
for attention and, you know, shifting around with the the
mind chair, but you'll know which one's good when everyone
actually starts using it and it's obvious.
I got it. I got a question for you slash a
thought all you guys. So I've been thinking about
this. I always think about every
crypto like major meta or like wave that comes through as I
want to just get the blue chip early and get a lot of it and
then sit on it and I'll I'll trade the other stuff, whatever.
But every new thing that comes out is more of a derivative of
the original idea and they're going to go to 0 faster.
Like just like NFTS or memes or anything else.
Frank actually had a different thought.
I saw a tweet or something, but he was like AI.
And this is where I think people are drinking the kool-aid a bit
too much on the tech. Like I'm trying not to do that,
but he might be right. He's like AI is different than
all the other stuff because only the tech matters.
Like it's not about the community or the first thing
that came out or anything else. Like tech will rise to the top.
So at any time the new billion dollar coin can come out if it's
got the coolest tech and everybody rushes over there.
I'm not sure if I agree with it yet, but like if you went into
NFTS and you just bought crypto punks and board apes sold them
at the right time, you beat everybody else who traded NFTS.
And so that's what I look at this.
I'm like, all right, go fart coin.
These are the ones that was before virtuals even came out.
But I'm not sure. I think there is a lot of
opportunity for stuff to cook. Like I've been trading the new
stuff, but I'm not going to. It's hard for me to go buy newer
stuff and build a big bag and like, wait, that's why I don't
have virtuals. Like yeah, but I was wrong
there. For my bags, like I'm personally
like I have promised myself to knock off my farcorn bags to do
just that. Like I'm not like the other day
I did that with one like out of wallet with like a little bit of
farcorn like what 50K worth? So fuck it because that's not my
core farcorn bag. And I did that, and I lost half
of it. And then Farcorn went up.
It was like, this was my little reminder.
And first, yeah. I mean, yeah, I mean, you guys
are right. I mean, you have the GOAT and
FAR coins, which are the meme eyes that don't rely on tech.
So you can kind of just hold those and get those positions
and sit. All these tech ones can boom
bust pretty quickly. That's why it is hard to get
condition and hold 1. I don't think there's been a
single tech one that you can we can all be like this tech gets
fucking sick. Let's run it.
Most of them are a bit opaque and like confusing and we don't
really know we're buying. Most of them are vapor.
I'd say that's what makes it hard to hold and build positions
in them. But that also creates like the
massive opportunity when you you do get the one that you know can
scale and has critical mass. Like even Griffin and Arc, like
I don't fucking know what's going on here.
Like they look cool on the surface, but like, am I going to
use that? I I don't think so.
So it's like, do I have conviction to hold this thing?
What's it worth? It's it's tough so.
I mean it's worth what the Mart is.
I think right now it's worth what people are willing to pay
for the narrative. Right?
Like it looks like Griffin is a good example and I aped Griffin
for one. And one reason only is it's the
future App Store, and that doesn't mean I believe it.
Yeah, you just need these narratives.
I don't care about. It's just why we ate the NFTS.
And I made a tweet yesterday. It was like we bought NTS
because we're the future of gaming, the future of France,
the future of IP. How many actually made it?
What did you Penguins? Yeah.
I think that's a tough way to do it.
Like you ate these narratives and then you see which start to
rise to the top and come to fruition and start shipping
products. Griffin has been shipping
products non-stop. So that's like it's easy to hold
1 doing. And if it ships, good for me,
we're going to ton of money. And if it doesn't, it doesn't
matter because people will still buy based on the narrative.
They can keep the narrative going as long as the market
keeps going. What?
Wait, what do you think? Man, I think it's yeah, I think
it's just what people are willing to pay for the narrative
at this moment. I think we'll see obviously
it'll be same like NF PS like we'll see consolidation into,
you know, maybe 2 free survive like long term, like 99% of
these AI coins are gonna all go to 0.
Like just like all the mean points we have right now are
gonna go probably close to 0 too.
But I think it's gonna yeah, I think it's just who's going to
keep paying for the narrative and then who actually ships
product because like look at 18 Z right, like the AI16Z, that's
a great example. That shit was like basically
dead in the water. Yeah, people like happened with
Elisa and stuff like that. Like yeah, we shot like people
like Shaw, you're a rugger like straight up right now.
He's like like fucking next coming of Jesus right now on the
timeline. Like literally it was like 3
weeks ago, dude, like if this guy's fucking dagger, he scammed
everyone on the Lisa, like stuff like that.
So it's like, you know, yeah, I think that's a great way to put
it. It's just who's willing to pay
for the narrative and what's going to be the strongest
narrative out there. So I don't know, maybe I mean a
sixteens, he's really like through the roof.
You know, the thing about GOAT, the bullish case about bulk goat
with that narrative is that at least this is what Mando says
too, that listen, it's it is a 16Z like kind of baby coin.
You could say they won't let it go to 0 like like I don't know.
The reason why I don't believe that is because A16Z probably
has an insane portfolio of AI companies already and gold is
just. And it's not even a 16Z, it's
Marc Andreessen sent 50K to some.
That's what I mean, Andreessen, yeah.
And then also, I think what really hurt gold here is far
coin because they're both from the same terminal.
Yeah, exactly you. Mean like fuck like it kind of
be. More relatable.
Yeah, and it's funny. No, that's exactly what it is.
It's definitely PvP gold versus part coin, but it's also like
like part coins actually very crypto like if you think about
it, it's just more on a left curve.
And like, and you know, it's what Kook said, like the only
coin I've actually seen on Fintwit talk about like, you
know, if you look at all those meme accounts like liquidity
capital and these guys are like human have their own VC arms.
Now these meme coins are meme accounts are so big on fin to
it. And the only thing I've seen
them talk about is part coin. You're like part coin is 1
billion and they making memes. You know, like you got all these
Wall Street bankers traders buying selling billion dollar
bonds and you have some retirement.
Like, you know, I bought part coin because it's funny partials
and he's outperforming everyone. And these are going out to like,
you know, 100 X bigger than CT ever is.
These pages right? 238,000 followers, macro
strategist, whatever the fuck he is at least in the tech bubble.
Companies trading in absurd valuations.
How the slim hope of eventually becoming profitable.
Farcorn has 0 intrinsic utility and is now valid at 1.3 billion.
Macro strategist. I mean if you have economist,
economist or macro strategist in your thing, that just means
you're broke and like you can't hack.
It. Yeah, yeah, as a trader.
Like, come on. This was the I'm just, I'm just.
Correcting him right now. It's actually $1.5 billion this
morning, not 1.3. Imagine when this hits.
Like usually the. $10 Parkland if you look at there was a guy
yesterday with 750K followers like every day.
There's so many of them. If you look at the comments,
they just get clowned. People are like, oh, you're
missing like fart coin like it's actually the most valuable asset
in crypto, blah blah blah. Like it's so funny dude.
Like I love it. That was that was the when I saw
the trad fight what's who. Talked about fart coin yesterday
and Yano from Blockworks talked about it he says and Lee I quote
we are sticking with fart coin dot dot dot you will have to buy
a fart coin from our cold dead bombs that is from the founder
of AQR is. Well, I don't know how that is.
$150 billion Fund One. 150 Is he being serious?
He's being dead serious. By the way, Cook if you want.
I know you're on your phone, but I sent you the stream yard link
if you want to join on video. Mandel just joined us.
Well, there he is. There's the man he.
Probably is talking shit about Vogue.
He's like the fucking. Guys, where does fart coin Maxis
I mean. Yeah, what a mix this morning,
man, though I ended up with Wiz and KBM and then out of nowhere
Cook decided to join the Twitter Spaces.
So he's on. He's on audio right now and And
the boys are on. Live and.
We're just buying far coin and we're just.
Who doesn't love far? Coin, you have to be an idiot
now too. We just found out on this show
Mango. Today's biggest fine was was
actually a courtesy of Cook. The oldest joke in the history
of humanity is a fart joke. Trace 1900 BC Pull out it.
I did not know that. I did not know that either, so
cook, you better post that before someone.
Oh yeah, How many people are in here?
There's probably fucking 20 people.
Take credit for 700 people live on audio and probably 1000.
Wow, it's not. A movie, everything stolen.
Like, I mean some Chad in my comments told me so.
If you're in the audience, fire that tweet out before I send a
better one. Yo look at fart clients.
Just scenario Mando. Ancient Sumeria.
I know you're a big history guy man though.
Ancient Sumerian. I actually listen to Marian Joke
University. Marian.
Joke ancient Sumerian joke on Fort con mate.
They were early. Yeah, there's, I met a guy,
there's a stone tablet, and then there's like a picture that goes
with that, like on stone. Yeah.
And it's a fart joke. Yeah, I just, I just shared it
to you in private mind on text so you can find it.
But I met AI, met a guy. Today for lunch, Who bought
Bitcoin at $6.50? He said.
Thanks you. Doing well.
Did you hold it? He had 1200, lost it all in
Mount Gox, and then it's getting and it's getting paid back what
he lost from the Mount Gox estate over the course of the
next year. Yeah, but at what price?
In Bitcoin or US? Dollars.
Back and you get the back of Bitcoin.
Well nice, he's getting 1200 Bitcoin back.
No, he gets he's getting like 400.
He says that. Sounds better than nothing. 400
I mean what can you do with 40 mil?
Not much. Yeah, not much right?
What Imagine taking 40 mil is a lot of money out Mayo anyways
Mando. When he told me he.
Bought at. $6.50 I was like, what?
And then he just gave up after Gox.
He's like. I'm He said he put in 10 grand,
so he bought Yeah. Fuck off dudes that's fucking 10
grand to what 120 mil if he had to hit if he had it.
Bro, Matt, Matt Gox saved him, bro.
There's no way like that's. The.
Solution. That's.
True. Yeah, it's true.
It's so. True.
I was like, you'd have lost it, he said.
He that he sold, he sold some before it went under.
He sold like he made like 100 grand.
Yeah, market's ripping, bro Mandel, I want to ask you.
Metrics are just insane. I want to ask you guys about the
market in the second, but Mandel, first and foremost, very
important question someone asked, did that guy pay for
lunch? I pay for fucking lunch, He.
Didn't get the Bitcoin, but let's talk about Solano for a
second here. I mean, Mandel's so back he's
calling for $700.00. So I missed that.
I missed when you were the days you were bullish on Swan.
He's gone to 1000. How do we feel here, lads?
I mean, Bitcoin's at 97.5. Even ETH that's had trouble
breaking above $3500. Look at his take another stab at
it like 5th stab. But Solana lads.
Wow, 50. 6 Gee, look at that. Did you buy?
Did you buy AI16Z like the post it note said?
No, I bought Griffin a lot. OK.
I did that instead. I figured the S16Z was high and.
Griffin bag is now approaching my goat bag.
Wow, when are you going to flip? Just sell your goat for
Falkland. Dude, just do it.
Just RIP the band. If it if it goes to pretty soon,
if it goes to if it goes to $2.00, it will flip it for sure
feels like it's going to right? 40. 5 minutes from now, there's
the joke. You know who just spinned this
tweet? There you go.
Let me retweet that he. He he should get the.
Credit. He should get the credit for
that one here. There you go.
It's. Easy to write it.
I had to find an infographic for the people.
Who got me into fat coin when he was?
Yeah, when he was talking about when he was talking about it
going mainstream on liquidity or something like that.
And I was like, this is this isn't like when it's 140, right?
I didn't. I didn't own it before.
You said that. You said that he.
But we didn't talk in the DMS, right?
Because like, that was just oh man, I got to run.
Really talk about this shit, bro.
Yeah, we got to talk more. No.
Is there a Lisbon cabal? Because I'm I'm.
I'm looking to join that one when I move.
No, we just could trade it. No, yeah, we, I met Mando for
lunch once, had a couple beers and like, but that we got to
stay in more contact because I think Mando's one of the
smartest guys in crypto. And.
It's Yeah, I I will. I'm glad you got a far coin bag,
and I'm glad to hear it was because of me.
I I just. I was asking myself, I said I'm
the go. I got a man though.
I love that. I love that.
I look, dude, look at the volumes.
It's just doing though, like it's like.
What I thought today was that like Bianchi guy, the the, the,
the really macro guy. Do you follow this guy?
Which? One macro guys talk about it
today. Yeah, he's like one of the most
followed guys. I think it's Bianchi.
Is his name. Oh, oh, Jim.
Bianco, Jim. Bianco, Jim Bianco.
I think I know what you're talking about, Jim Bianco.
This guy, I've been following this guy for like decades at
this stage really. And this guy tweeting about fart
coin. Fart coin is ripping higher
again. 1.3 billion I'm looking forward to the upcoming fed.
It's become this like these guys hate it and they think it's to
do with fed policy. And I just I fucking love that
it's going to go. I really do think that if if
guys like that are tweeting about it and it's now 1.5, it's
going to go to two and whatever that's that's like more than
even like an Elon tweet in my opinion.
I. Genuinely believe that this is
going to like this. Is the cycles play like it's 20
bill plus token? Like this this is going.
To be my make it play and I and I don't feel euphoric at 1.5
billion. I think Manda, you Manda Wiz
would know if I was euphoric right now.
Yo, I got to, I'll tell you how I, I agree with you and this is
kind of part of it. So all right, I I've been
looking for the next big token, right since the cycle started.
I'm like, there's going to be an X doge, like something's going
to 50 billion plus. What's it going to be?
Maybe it's an animal, maybe it's MU Dang.
MU Dang's trade is still intact. That shit's going to a billion,
but we can talk about that another time.
But then I also had this thought where I'm like, but everything
changes and it's probably going to be something different
because it's got to be new and exciting.
Like you can't crypto. We've been pumping out these
animal coins on repeat, you know, 20 coins a second for
fucking five years or whatever. Maybe it's not an animal.
And so that's why I like goat because I'm like, normies will
get behind the AI narrative. Goat's easy to understand once
they unpack it. Everybody knows the GOAT, see me
and blah, blah, blah. That's why I got so bullish on
fartcoin because I'm like, actually, this could be the next
doge. It's original.
Everybody understands it instantly.
It's fucking hilarious. It's 200 IQ.
It's 20 IQ Tratfy, like Mando said, right?
It they they're using it as the spear to poke the Fed policy.
Like, and I've been on Fintwit for 10 years.
Like my my account, if you look at it, says I started it in
2012, but I didn't send a tweet until NFTS.
But like, I was a banker and I just followed all these Tratfy
accounts, so now all these accounts I follow started
talking about fart coin and like, yeah, and some dumbass
high school kids going to love fart coin.
Your grandma's going to love fart coin.
If you can dig up an ancient Sumerian skeleton, they love
fart coin. The the guy the guy I host that
Monday show with invest answers. He did.
He did like a whole video yesterday about Solana and part
of it was about far coin. He was like this is this is AI
meets means? You build them.
And I was like, I, I cannot believe that he is talking about
fargoing right now, but that just tells you that it's.
Oh, guys, I think, I think they just mentioned it again.
CNBC just mentioned it again during the show.
I got to keep mentioning it man. Like.
Let's no, they're only going to talk more.
There was this yesterday, right? They posted it, which is pretty
crazy. That's the thing it is it is
right curve and left curve, which I I you know, I still
think goat can be but far coins just got normie like it's just
way too normie now, like it's it's his own thing.
I think this thing could you don't fade this now, this could
go to like 10 trillion in my opinion.
Trillion. Like of any of anything in
critical, including Bitcoin, Fartcoin needs the least
explanation of anything in all of crypto I think.
I mean, for example, Kook, I bought from a for, for, for
Christmas, my little brother's 22 year old brother who's
finishing law school this month, he got fartcoin and he was the
happiest kid in the world. And he mentioned it to me this
morning because his fartcoin is up 50% since when I gave it to
him on Christmas Day, which was at a billion.
And they just love it. They just, it's just, it was
just the gift that keeps on giving growth.
Same. I literally was at like a family
Christmas and I'm like, all right, guys, like I don't have
presents for you, but I got something better.
I showed eight people like in my family how to download Phantom,
explained it to them and I sent them all 500 far coin each and
I'm like just watch it. And then I kind of got them in a
group and I'm like, all right, this is also fun for me because
I get to see who's a fucking Jeep and who's the diamond hand.
Like sell it whenever you want. This is your money.
And but it might go up a lot. It might go to 0, like welcome
to crypto. And so we're going to see who's
diamond handing. But yeah, they'll be happy right
now. Oh my God, this is so good.
I'm I'm I'm loving. Oh shit, hold on.
This is something. Oh God, I was a show went over
started late. Fuck my bad.
Be there soon. I, I forgot how to calls.
I mean, just push this call anyways.
So there's that. Just quickly, why don't we do a
quick marking, run that Mando, and then I'll just do some
giveaways and then just go on with our weekends.
Or did you not have? Time, I mean, I haven't looked,
but like my general, as I said yesterday, I really think
Solana, it has some obviously had this whole unlock stuff and
it still has the unlocks to come.
But I think those unlocks are now bullish unlock.
Like I think that's what the underperformance was probably
from from after the election, those two months where you know,
ETA performed Bitcoin, I performed Solana and lost on
ecosystem didn't do well. I just think that now that you
have the ETFI, don't even saw that Poly market thing, but 85%
chance now of a Solana ETFE. D5 now.
It was like $0.77 the other day. You know, this is oh, maybe it's
77 still. I thought I saw 8085.
Maybe it was earlier today that. Was that was its peak?
Yeah, yesterday. Eventually.
Like if you have that potentially and you have and you
have I think what is setting out to be more of a bullish unlock
sort of situation plus plus this AI stuff.
I I just think it can it can really, really keep going.
So that's if you just want to if you don't want to play AII think
just play Solana right now. Yeah, I would play bass if based
on a token, but it doesn't. So you can maybe play Coinbase.
But yeah, I think, I think Sol just looks every single day.
I think it's going to keep on outperforming here for a little
bit. And then other than that, yeah,
like I said it yesterday on the stream, you had the the everyone
piling in to call the top AI top and then dude, and it bounces
back again. That was.
So funny, right? Last night when you guys were
asleep, like late night, like eastern, everyone was piling in
bro. Like we what?
NFT market was a 600 billion everyone.
Well, what's up with that? So I saw, I saw you Fact Check
the the the the LA boys. We need to bring up that tweet.
Yeah, I saw that when I woke up
this morning. I saw a tweet from I think it
was Frank retweeting somebody else saying the NFT market went
to 600 billion loss cycle. AI coins are going higher. 600
billion was about two X the market cap of of Ethereum loss
cycle. So I don't think the NFT market
went anywhere close. It popped out at like 30-30
billion. Wiz, you should see these
tweets, Wiz. They're hilarious.
I mean you just can't say stupid shit like that bro.
That's like people are calling for trillions on XRP
quadrillions. You have to.
Say that two quadrillions, bro. 1.2 also USDC is going to $5.00
so. Exactly.
You gotta say shit like that. It's a different.
It's a paradigm shift. Yes, you paradigm.
AOL, you have to level up. There's no, no, this is going to
10 million hundred million. No, it's just going to trillion
dollars. Dude, imagine all the watches
we're going to buy with that. Imagine all the watches you'll
be able to buy with that with all.
The fake watches. What you got going on right now
5712? Yeah, the moon space one.
There you go, somebody call fake watch Buster Real quick 2.0
right? Make a screenshot.
Or the premium account. Shot it to check check fake
watch Buster. The fake fake watch Buster.
Oh my God, I I love that look Look, look, I think, I think
this is good roundup. I unfortunately, I'm gonna have
to cut this short, but we can still do we'd still have to do 2
giveaways. We actually have two loot
Busters today and that one. So I'll run them both and then
and then we're going to, we're going to, we're going to, we're
going to venture out of here real quick.
So I'm going. To.
Dip out to the beach. Oh my God someone says top
signal sell. I love that.
I love when people call top on like not every day.
Like this is my favorite thing. I love it.
Hope, hope, I love it. I.
Love it cook. Like when people call top is
just makes me so happy. Fuck makes me so bullish.