1 00:00:00,440 --> 00:00:01,920 Yo-yo, what up? What up? 2 00:00:02,200 --> 00:00:03,560 Good morning. Good morning, GM. 3 00:00:04,960 --> 00:00:07,520 Oh, yeah. Thursday. 4 00:00:07,520 --> 00:00:09,080 I definitely know what day it is today. 5 00:00:09,760 --> 00:00:14,480 Thursday, January 9th, 2025. Look at that. 6 00:00:14,760 --> 00:00:17,680 Another beautiful day to have a beautiful day. 7 00:00:18,160 --> 00:00:22,160 I got my clothes in the house. Tyler Mando. 8 00:00:22,320 --> 00:00:23,840 Good morning. How you guys doing today? 9 00:00:26,520 --> 00:00:33,920 Well, another day, Bitcoin down another 3% and everything else 10 00:00:33,920 --> 00:00:38,320 down another 20%. It's I went to bed last night 11 00:00:38,320 --> 00:00:39,680 and fartcoin was like looking OK. 12 00:00:39,680 --> 00:00:42,720 I thought, oh, you know, that one may, may actually be the 13 00:00:42,720 --> 00:00:49,160 coin of the, of the resurgence. And I wake up and it's down like 14 00:00:49,360 --> 00:00:51,800 30%. And I was just like, what the 15 00:00:51,920 --> 00:00:55,520 hell happened? I woke up, went to bed, and I 16 00:00:55,520 --> 00:00:59,440 sent everyone the the stoic savage tweet about fart coin 17 00:00:59,440 --> 00:01:02,120 outperforming every coin and I also woke up. 18 00:01:02,160 --> 00:01:03,320 Wait. I woke up to like three. 19 00:01:03,320 --> 00:01:06,440 I was like, Oh no, oh 'cause. Oh, you were asleep already. 20 00:01:06,440 --> 00:01:09,600 I can send it late, right? And I and I and I went to bed 21 00:01:09,600 --> 00:01:12,040 last night and I was like, fuck yeah, my bags are up. 22 00:01:12,160 --> 00:01:15,040 My bags are up. And I woke up this morning and I 23 00:01:15,040 --> 00:01:16,360 sharted. Nothing more. 24 00:01:16,920 --> 00:01:19,920 Brother I had a 10X lock on finance. 25 00:01:19,920 --> 00:01:24,120 I put it on it I had like I had like 40 or 50K in my bones 26 00:01:24,120 --> 00:01:25,240 account. I don't normally do that many 27 00:01:25,240 --> 00:01:27,840 like trades on this stuff but I thought I exact caught the 28 00:01:27,840 --> 00:01:30,960 bottom. I put it on at like nought .95 29 00:01:32,280 --> 00:01:35,240 and then it went up to like 1.1. So I was like oh fuck me I've 30 00:01:35,240 --> 00:01:37,160 like doubled my money this is great and then I woke up all 31 00:01:37,160 --> 00:01:39,080 liquidated. I was like what the hell? 32 00:01:40,200 --> 00:01:43,680 Narrator It was not the bottom. It just good. 33 00:01:43,680 --> 00:01:45,360 I was like, I, I went to bed happy. 34 00:01:45,440 --> 00:01:47,200 Just being like, oh, you know, you did some good. 35 00:01:47,280 --> 00:01:50,280 That was a good trade today. It did look good, like it had 36 00:01:50,280 --> 00:01:53,280 this like bull hammer on the fucking 4 hour. 37 00:01:53,400 --> 00:01:56,840 It's looking good because that deep Wheeler fucking candle, you 38 00:01:56,840 --> 00:02:00,160 know the vibes if you know, you know we got Barstool Sports 39 00:02:00,160 --> 00:02:02,320 momentum. You're like all right, far coin 40 00:02:02,320 --> 00:02:05,640 like I was I last yesterday. I was like, all right, like 41 00:02:05,800 --> 00:02:08,720 market's going like 80 K, but far coin's going like 3 billion. 42 00:02:09,280 --> 00:02:12,080 And I woke up this morning, I'm down another million. 43 00:02:12,520 --> 00:02:16,240 But actually probably I don't even know. 44 00:02:16,480 --> 00:02:18,920 I stopped looking. Tyler, how you doing today? 45 00:02:20,000 --> 00:02:23,160 Yeah, it was better last night too, Like Bitcoin, like the news 46 00:02:23,160 --> 00:02:24,840 came out and Bitcoin didn't really dip that much. 47 00:02:24,840 --> 00:02:27,640 It went from like 95 K to like 93.5. 48 00:02:27,640 --> 00:02:30,040 And then it started rebounding. It was bets like 94.5 and like, 49 00:02:30,040 --> 00:02:32,160 all right, this was priced in already. 50 00:02:32,200 --> 00:02:35,440 Like we're we're we're gonna, we're gonna go up only farting 51 00:02:35,440 --> 00:02:38,400 strong. And then I woke up this morning 52 00:02:38,400 --> 00:02:39,680 and checked prices and said what? 53 00:02:39,680 --> 00:02:43,880 What the hell happened? Check price, bad price, it's all 54 00:02:43,880 --> 00:02:46,200 good. It's just another day in 55 00:02:46,200 --> 00:02:48,760 paradise. So anyways, sit down on the show 56 00:02:48,760 --> 00:02:51,240 today, today market report, obviously kind of already chit 57 00:02:51,240 --> 00:02:55,440 chatting about this. So we'll, we'll, we'll talk 58 00:02:55,440 --> 00:03:00,400 about all of that good stuff, market report, blah, blah, blah. 59 00:03:00,400 --> 00:03:02,080 I do agree. We thought about pricing, but 60 00:03:02,400 --> 00:03:05,280 then I read these, these these bear posts are really, really 61 00:03:05,280 --> 00:03:06,320 good, man. They were like, oh, it's not 62 00:03:06,320 --> 00:03:07,600 pricing. So yesterday night I was like, 63 00:03:07,600 --> 00:03:09,960 fuck, I should short this shit just for fun, and I obviously 64 00:03:09,960 --> 00:03:13,760 didn't. Anyways, my report, Tyler's top 65 00:03:13,760 --> 00:03:16,120 like 2 because like, it's over. She's probably has only two 66 00:03:16,120 --> 00:03:18,200 topics to talk about and then I'm kidding. 67 00:03:18,200 --> 00:03:19,640 It's always something to talk about in bull market. 68 00:03:20,000 --> 00:03:22,720 And then and then Robert Lubbock spins. 69 00:03:22,720 --> 00:03:25,080 So of course someone's going to come in today and win a crypto 70 00:03:25,080 --> 00:03:27,040 punk. I feel it like we're due, man. 71 00:03:27,320 --> 00:03:29,760 Like come on Robit, come on Robit. 72 00:03:30,000 --> 00:03:34,160 How many fucking rugs and red guys are going to keep selling 73 00:03:34,160 --> 00:03:35,880 into blurbits that we keep giving away? 74 00:03:36,200 --> 00:03:37,440 All right, let's give away your pump. 75 00:03:37,640 --> 00:03:39,760 All right, let's go razor. Let's go lucky. 76 00:03:39,960 --> 00:03:41,680 I'm feeling it today. I'm feeling it. 77 00:03:41,920 --> 00:03:44,800 And as usual, this show is powered by galaxies. 78 00:03:45,040 --> 00:03:47,920 Galaxies is a Web 3 platform empowering creators and brands 79 00:03:47,920 --> 00:03:50,400 to build unstoppable communities with full ownership and 80 00:03:50,400 --> 00:03:53,960 independence, trusted by icons like Donald Trump, Steve Aoki, 81 00:03:54,040 --> 00:03:58,520 Mike Tyson and the NBA, shaping the future of engagement, but 82 00:03:58,520 --> 00:04:01,960 also fair side network. Every day we see people as well 83 00:04:01,960 --> 00:04:04,360 as get trained. Fair Side is about to launch the 84 00:04:04,360 --> 00:04:08,040 fair alternative to ensure insurance for crypto scams. 85 00:04:08,440 --> 00:04:10,840 Check out Fair side network on X. 86 00:04:11,000 --> 00:04:16,120 If you get drained, you won't get wrecked man doe. 87 00:04:28,320 --> 00:04:31,240 Yeah, GM everyone. So if that looks like we did 88 00:04:31,240 --> 00:04:36,520 find out what caused this whole sell off and we know we've been 89 00:04:36,520 --> 00:04:39,120 saying that for the last few days like, oh, this feels like a 90 00:04:39,120 --> 00:04:41,000 liquidation. There's nothing really behind 91 00:04:41,000 --> 00:04:42,320 it. No one really knows. 92 00:04:43,080 --> 00:04:45,560 Well, that's the other thing that something happens with 93 00:04:45,560 --> 00:04:47,880 crypto is that people find out information before others. 94 00:04:48,280 --> 00:04:51,720 This information seems to be that the government has 6 1/2 95 00:04:51,720 --> 00:04:53,320 billion dollars of Bitcoin to sell. 96 00:04:56,120 --> 00:04:59,160 I think they've been calf known that they may do something like 97 00:04:59,160 --> 00:05:02,800 that, that Trump may not be able to come in and change that. 98 00:05:03,280 --> 00:05:07,040 I don't know, like Trump's, Trump's in in 11 days. 99 00:05:07,080 --> 00:05:10,800 So maybe they maybe they've already, let's talk about them 100 00:05:10,800 --> 00:05:14,920 maybe having already sold it or it's still, it's still to be 101 00:05:14,920 --> 00:05:16,800 sold, but they've only got 10 days to do it if they haven't. 102 00:05:17,920 --> 00:05:23,040 But that took us back to this multi week level of support, 103 00:05:23,040 --> 00:05:27,680 which is 92 1/2. We've hit that. 104 00:05:27,680 --> 00:05:30,200 We hit that just after the election and kind of I've hit 105 00:05:30,200 --> 00:05:33,760 that one one 2-3 about five Times Now. 106 00:05:35,000 --> 00:05:38,840 And that's pretty key for everything I think for that to 107 00:05:38,840 --> 00:05:41,040 hold. If that if that doesn't hold 108 00:05:41,040 --> 00:05:45,160 here, I think it could get a little bit messy. 109 00:05:45,880 --> 00:05:48,520 Lights out. Well, no, no, no. 110 00:05:48,560 --> 00:05:51,360 What I mean is, is that the next level of sport would be 88. 111 00:05:51,360 --> 00:05:54,200 So that is a very key level support. 112 00:05:54,200 --> 00:05:57,440 Interestingly, like we've held it even with all of this. 113 00:05:57,600 --> 00:06:00,720 So that's that's normally a pretty good sign. 114 00:06:02,920 --> 00:06:07,000 What you have seen is all the more risky bits of the market 115 00:06:07,240 --> 00:06:12,680 have a lot of them have like broken their their uptrend. 116 00:06:12,800 --> 00:06:18,720 So like even the winners from the from the AI cycle, things 117 00:06:18,720 --> 00:06:22,200 like Falk coin and and AI16Z, they've kind of like crossed 118 00:06:22,200 --> 00:06:25,640 below. They can like sell signals as 119 00:06:25,640 --> 00:06:27,520 they cross below some of these moving averages and stuff like 120 00:06:27,520 --> 00:06:30,200 that. So it looks as though that side 121 00:06:30,200 --> 00:06:34,520 of stuff is, is looking more precarious than even Bitcoin 122 00:06:34,560 --> 00:06:38,120 over stuff like if Bitcoin goes down to 88 K, like that's 5%. 123 00:06:38,720 --> 00:06:41,960 It's not really that it's not really that scary, but I think 124 00:06:41,960 --> 00:06:45,520 people are very, very aware of this more risky stuff. 125 00:06:46,040 --> 00:06:48,480 And a lot of that stuff has been hammered. 126 00:06:48,880 --> 00:06:53,760 Some of that was not helped by sure over the last 24 hours. 127 00:06:55,200 --> 00:06:59,960 But yeah, like it doesn't feel, it doesn't feel good out there 128 00:07:00,120 --> 00:07:03,640 in the in the crypto meets AI sphere. 129 00:07:04,200 --> 00:07:06,440 Obviously there was a lot of talk of market tops yesterday. 130 00:07:07,360 --> 00:07:08,800 I don't think we're at a market top. 131 00:07:08,800 --> 00:07:12,240 I don't think, I don't think it's it's one of those. 132 00:07:12,240 --> 00:07:18,040 But I do think that I do think, as I've said before, that like 133 00:07:18,040 --> 00:07:20,760 macro is not as supportive as it has been. 134 00:07:21,520 --> 00:07:25,600 But, and honestly, I thought that would really mean that we 135 00:07:25,600 --> 00:07:29,120 would have a bit of like this AI stuff could run while Bitcoin 136 00:07:29,120 --> 00:07:35,400 went sideways or, or even went slightly low. 137 00:07:35,400 --> 00:07:37,240 I thought Bitcoin dominance could come down in this sort of 138 00:07:37,240 --> 00:07:39,600 world, but Bitcoin going down in the way that it has. 139 00:07:39,600 --> 00:07:42,720 And obviously all this Bitcoin for sale just before Trump was 140 00:07:42,720 --> 00:07:45,000 meant to come in and we meant to get this like inauguration pump 141 00:07:46,040 --> 00:07:48,960 has, has definitely dampened that. 142 00:07:48,960 --> 00:07:50,800 And I think people are kind of freaking out on all of this 143 00:07:50,800 --> 00:07:54,560 stuff because a lot of it's up a lot and and yeah, people are 144 00:07:54,560 --> 00:07:59,360 just worried. So I don't know even even now as 145 00:07:59,360 --> 00:08:02,920 Bitcoin's gone back up to 93 K, the AI stuff isn't really 146 00:08:02,920 --> 00:08:04,120 bouncing. I don't know if you guys are 147 00:08:04,120 --> 00:08:07,040 seeing this, but like it's. I mean, it takes time, right? 148 00:08:08,080 --> 00:08:10,320 Yeah. We expect an immediate bounce on 149 00:08:10,320 --> 00:08:12,360 the same minute, like, I don't know. 150 00:08:13,360 --> 00:08:16,080 I just don't know if people are, I don't know. 151 00:08:16,120 --> 00:08:17,640 I need to look at what people are buying right now. 152 00:08:17,640 --> 00:08:23,440 Like it's there's some AI stuff. We're just doing OK and bouncing 153 00:08:23,440 --> 00:08:29,440 OK, but it, it does feel like it's, it's still a little bit 154 00:08:29,440 --> 00:08:31,680 weak out there. Bitcoin I think could easily 155 00:08:31,680 --> 00:08:34,559 bounce back up to like 9596 K here. 156 00:08:36,200 --> 00:08:41,080 But yeah, then then we could then we're going to see if we 157 00:08:41,080 --> 00:08:45,040 really hold this, this 92 1/2 K level again, It does feel as 158 00:08:45,040 --> 00:08:47,000 though a lot of people want that thing to go lower. 159 00:08:48,520 --> 00:08:52,080 The more bullish signs and stuff here is that people are are 160 00:08:52,080 --> 00:08:55,120 calling for a market top and a lot of people are going short. 161 00:08:55,560 --> 00:08:58,160 And I would say that that generally does not happen at the 162 00:08:58,160 --> 00:09:03,320 top. So I don't think this is a a 163 00:09:03,320 --> 00:09:05,080 market top. It just feels like more of a, if 164 00:09:05,080 --> 00:09:07,680 we are going to go, I think it would only be to like 88 K and 165 00:09:07,680 --> 00:09:12,520 then I think we'd RIP back. But but it does feel as though 166 00:09:12,600 --> 00:09:15,040 there's enough fear out there that I would be unsurprised if 167 00:09:15,040 --> 00:09:16,240 we lost that level for a little bit. 168 00:09:16,520 --> 00:09:18,640 Although I said that last time we went down to this level and 169 00:09:18,880 --> 00:09:22,920 we kind of went to that 92 1/2 K level in what on the 30th of 170 00:09:22,920 --> 00:09:25,560 December and then we just kind of ripped back so. 171 00:09:26,320 --> 00:09:29,240 I mean, we've tried we've been fuck, look at this. 172 00:09:29,720 --> 00:09:39,080 I mean 123456 that like it's it's so many times at this 173 00:09:39,080 --> 00:09:40,800 stage. Let me put the daily actually 174 00:09:41,480 --> 00:09:44,080 this chart. I mean we this is like very 175 00:09:44,080 --> 00:09:47,760 strong level being supported seems but see if it holds now I 176 00:09:47,760 --> 00:09:49,760 can go. But this is like this is just 177 00:09:49,880 --> 00:09:54,600 how long we're back at a level from November actually. 178 00:09:56,080 --> 00:10:00,240 So is this consolidation here like we've seen before? 179 00:10:00,240 --> 00:10:02,480 We'll see. Maybe, maybe not. 180 00:10:02,480 --> 00:10:05,600 But if you zoom out, chart looks OK, just that all our other 181 00:10:05,600 --> 00:10:09,000 coins are decimated does. That chart look OK. 182 00:10:09,600 --> 00:10:11,000 I don't know, this doesn't look bad to me. 183 00:10:11,000 --> 00:10:13,200 Does it look back to you? It just looks like it could go 184 00:10:13,200 --> 00:10:15,600 to 88 K and it could bounce. That's all I'm saying. 185 00:10:15,840 --> 00:10:19,000 Like that, that chart looks like it could go lower and still 186 00:10:19,000 --> 00:10:20,680 continues to go higher afterwards, right? 187 00:10:21,880 --> 00:10:23,480 I think you're going to live in that world. 188 00:10:23,720 --> 00:10:27,200 What I would say is that that over the last 24 hours, you have 189 00:10:27,200 --> 00:10:31,240 this obviously this shore stuff where he endorsed fat coin over 190 00:10:31,240 --> 00:10:34,680 LLM. And I would say AI16Z was pretty 191 00:10:35,000 --> 00:10:42,160 is pretty key name for the for the AI sector and for to see 192 00:10:42,160 --> 00:10:43,960 that happen. It's kind of like I think people 193 00:10:43,960 --> 00:10:44,880 are, I've already seen it in the time. 194 00:10:44,880 --> 00:10:47,800 Like people don't like, you know, don't trust these devs. 195 00:10:48,320 --> 00:10:50,160 This is this is going to be NFTS all over again. 196 00:10:50,400 --> 00:10:54,000 It doesn't. Fix this Far Coin fixes this. 197 00:10:55,360 --> 00:10:58,680 Far coin does fix this I would agree, but far coin I would also 198 00:10:58,680 --> 00:11:01,000 say is is part of the meme category and it's not like the 199 00:11:01,000 --> 00:11:02,720 meme category it's been doing that well. 200 00:11:03,240 --> 00:11:05,400 Like when are. You going to join the sideman 201 00:11:05,400 --> 00:11:07,400 though? When are you going to finally 202 00:11:07,400 --> 00:11:11,280 admit that Far coin is the ultimate king of the hill AI 203 00:11:11,280 --> 00:11:12,320 token? When I. 204 00:11:12,560 --> 00:11:14,360 I own a lot of FAR coin. I'm just telling. 205 00:11:14,640 --> 00:11:15,600 Need you to accept. I don't. 206 00:11:15,600 --> 00:11:16,840 Think we're jumping for that either. 207 00:11:16,840 --> 00:11:19,560 Like chill guy if I go down my memes list. 208 00:11:19,960 --> 00:11:22,680 Brother, no, please, please. I don't want to hear. 209 00:11:22,680 --> 00:11:25,440 It do this, let's let's do this. He's already dead. 210 00:11:25,840 --> 00:11:29,800 Chill guy 130 Chill guy 130 Mudang 200 Let's. 211 00:11:30,200 --> 00:11:31,560 Just go to the mirad me, it's easier. 212 00:11:33,440 --> 00:11:40,720 Pop CAT5 I saw at 5:50 today is it. 05/30 damn damn Daniel. 213 00:11:41,960 --> 00:11:43,400 With. How you? 214 00:11:44,000 --> 00:11:47,400 Doing well we've since he held up OK compared to some of the 215 00:11:47,400 --> 00:11:48,440 others. Wait, a whip. 216 00:11:48,440 --> 00:11:50,080 What's been battered though, for the few? 217 00:11:50,160 --> 00:11:51,720 Wait, talking. I went to 2 billion. 218 00:11:52,200 --> 00:11:54,160 Yeah, OK. I went to two billion brother on 219 00:11:54,400 --> 00:11:57,360 the on the Coinbase rumors classic. 220 00:11:57,720 --> 00:12:02,560 Fog is 170. What's? 221 00:12:02,560 --> 00:12:07,120 Oh my God, dude, I got to be careful here because like the 222 00:12:07,120 --> 00:12:10,320 whiff holders are really, really soft. 223 00:12:10,920 --> 00:12:13,800 Like, you mean not say that whiff is down on this show. 224 00:12:13,920 --> 00:12:15,080 We're getting attacked every day. 225 00:12:15,240 --> 00:12:18,200 Brother, we can talk about the fact that all the memes are like 226 00:12:18,200 --> 00:12:19,880 the memes. Please, please. 227 00:12:20,760 --> 00:12:22,880 It's like there's this like trend again on do you know how I 228 00:12:22,880 --> 00:12:27,000 know we're in the bear market? Is this there's this trend again 229 00:12:27,080 --> 00:12:32,720 Mando Tyler where like your boy here not you 2 just me OK? 230 00:12:33,720 --> 00:12:36,720 Every meme coin fucking community is after me for Rook 231 00:12:36,720 --> 00:12:40,920 doesn't talk about my meme oh for Rook is said that my meme 232 00:12:40,920 --> 00:12:43,920 coin is not a fuck you it was Mando but his voice is going 233 00:12:43,920 --> 00:12:48,560 through me on the show so y'all think it's me OK? 234 00:12:48,880 --> 00:12:50,520 What did I do? You did nothing wrong. 235 00:12:50,680 --> 00:12:52,760 It's the people being being being redacted. 236 00:12:52,760 --> 00:12:55,200 Tyler, what's your what's your take here on the market? 237 00:12:55,200 --> 00:12:56,880 What? How does Tyler did it feel? 238 00:12:58,400 --> 00:13:00,680 I have a lot of thoughts. Maybe we pull back to Bitcoin 239 00:13:00,840 --> 00:13:04,160 first. What's interesting here is like, 240 00:13:04,160 --> 00:13:06,880 could this end up being a bullish catalyst where Trump 241 00:13:06,880 --> 00:13:08,800 sees this as like a slap in the face? 242 00:13:10,200 --> 00:13:14,560 Like he's coming in like he's putting stamp on Bitcoin, this 243 00:13:14,560 --> 00:13:18,400 potential strategic reserve, which even in the scenario where 244 00:13:18,400 --> 00:13:20,600 the US wasn't going to buy Bitcoin, like the thought was 245 00:13:20,600 --> 00:13:23,480 they would at least hold the Silk Road. 246 00:13:23,480 --> 00:13:27,440 Like that was the initial of this. 247 00:13:28,040 --> 00:13:33,400 So if the bin admin sells it on the way out, like that's a 248 00:13:33,400 --> 00:13:38,440 pretty big slap in the face and his options are either to 249 00:13:38,440 --> 00:13:43,200 basically just abandoned the plan or like or market buy, 250 00:13:43,400 --> 00:13:45,640 right? Like it's, it's literally just 251 00:13:45,640 --> 00:13:49,720 that those are the options. Who's who's who's doing the 252 00:13:49,720 --> 00:13:51,800 buying in this? That's something I saw haven't 253 00:13:51,800 --> 00:13:54,080 really worked out well. Crypto Caesar baby. 254 00:13:56,280 --> 00:13:57,360 Probably 1. Kids. 255 00:13:57,640 --> 00:14:00,280 Because I felt as though the, the, the, the more bullish thing 256 00:14:00,280 --> 00:14:03,000 was that they just hold the stuff that they owned right. 257 00:14:03,480 --> 00:14:06,120 But but the. Thing we just, we are never 258 00:14:06,120 --> 00:14:08,280 selling, right? No, but I don't know who's the 259 00:14:08,280 --> 00:14:09,680 person going out there and buying this. 260 00:14:09,680 --> 00:14:11,480 Is it the Fed? I don't think the Fed can do 261 00:14:11,480 --> 00:14:13,400 that. There was a, there was a lot of 262 00:14:13,400 --> 00:14:15,720 takes about these guys, like about this whole DOJ thing that 263 00:14:15,720 --> 00:14:17,600 we're talking about. Like it's not like they can just 264 00:14:17,600 --> 00:14:19,160 RIP it. It doesn't work like that. 265 00:14:19,400 --> 00:14:23,120 I got a fun thing. Not only has that been known for 266 00:14:23,120 --> 00:14:24,800 a long time, by the way, the news just dropped. 267 00:14:24,800 --> 00:14:26,560 Apparently that's this whole thing where like this actually 268 00:14:26,560 --> 00:14:29,240 has been like passed like way back like a few weeks ago. 269 00:14:29,840 --> 00:14:33,680 But it's also that they can't just RIP the sale, but in time 270 00:14:33,840 --> 00:14:35,920 for Trump to come in. Like there's a whole thing 271 00:14:35,920 --> 00:14:37,240 around that. Like this is this news is 272 00:14:37,240 --> 00:14:40,160 literally nothing burger. That's being obviously like 273 00:14:40,520 --> 00:14:43,000 naturally, of course, because we're in a big dip and you know 274 00:14:43,960 --> 00:14:45,680 all that stuff. Let me let me try and find it. 275 00:14:45,680 --> 00:14:49,720 Hold on. So I had heard that before that 276 00:14:50,320 --> 00:14:54,880 that they that they can't just sell, but then I've also heard 277 00:14:54,880 --> 00:14:57,000 that they've already sold. Like. 278 00:14:57,120 --> 00:14:59,080 So many good. Things I feel like no one has 279 00:14:59,080 --> 00:15:01,280 any idea like what the actual. You know who would know? 280 00:15:01,280 --> 00:15:04,280 Arkham. Right, Trade is going crazy 281 00:15:04,280 --> 00:15:07,280 about this stuff. Have you seen that axe? 282 00:15:07,400 --> 00:15:09,240 Yeah, Axe is saying it's already sold, right? 283 00:15:09,320 --> 00:15:10,120 It's all already. Sold. 284 00:15:10,600 --> 00:15:12,920 Yeah, Axe are I like, I like his Twitter. 285 00:15:13,320 --> 00:15:17,520 Obviously he's obviously he's a lot, but he's like, he's, well, 286 00:15:17,560 --> 00:15:19,800 I don't know. No, look at this. 287 00:15:19,800 --> 00:15:23,520 The only source of truth is Arkham Intel and this is from 5 288 00:15:23,520 --> 00:15:25,320 minutes ago. The Bitcoin is still in the 289 00:15:25,320 --> 00:15:28,880 wallet. I feel like there should be 290 00:15:29,280 --> 00:15:30,400 evidence like this, right? Like. 291 00:15:31,120 --> 00:15:34,360 So like. Arkham Intel literally is the 292 00:15:34,440 --> 00:15:37,600 only source of truth for this. Yeah. 293 00:15:38,080 --> 00:15:39,840 It's still there. Check the chain baby. 294 00:15:40,520 --> 00:15:43,000 Like, yeah, I I the axe is trying to like, you know, if 295 00:15:43,040 --> 00:15:44,840 even look, he suppose get these engagement. 296 00:15:44,840 --> 00:15:46,560 They're funny and stuff, but like, it's still there. 297 00:15:46,560 --> 00:15:49,400 Like the Bitcoin is there. Is it possible they've lined up 298 00:15:49,400 --> 00:15:52,840 buyers and like it's just like a transfer versus a market dump? 299 00:15:52,920 --> 00:15:55,760 I heard Canary Labs is buying an OTC the whole 6 billion. 300 00:15:57,280 --> 00:15:59,000 But like sailor months. Ago. 301 00:16:00,840 --> 00:16:03,320 Sailor bought in the last couple months like he could raise 6 302 00:16:03,360 --> 00:16:04,680 billion probably. Yeah, guy. 303 00:16:04,960 --> 00:16:06,600 Does this sailor have a blackout right now though? 304 00:16:08,440 --> 00:16:13,400 That's one example of all this. But by the way, how how timely 305 00:16:13,720 --> 00:16:15,760 the theorem foundation sold the top again? 306 00:16:16,520 --> 00:16:20,720 Yeah, they're good. Honesty. 307 00:16:21,480 --> 00:16:24,400 I don't think that the government set like, take a step 308 00:16:24,400 --> 00:16:28,160 back, the government selling Bitcoin is not a bearish thing. 309 00:16:28,440 --> 00:16:31,280 No. Because because it's a one time 310 00:16:31,280 --> 00:16:33,280 thing and then it's. Futon is mine. 311 00:16:34,600 --> 00:16:36,720 It wasn't this the final boogeyman basically other than 312 00:16:36,720 --> 00:16:40,720 like sailor getting right liquidated right like this, 313 00:16:42,280 --> 00:16:46,840 what's the final boogeyman? And now it's almost gone like 314 00:16:46,840 --> 00:16:48,200 we, we just had this with Germany. 315 00:16:48,200 --> 00:16:51,440 Germany sold 2.8 billion. I looked back at the the the 316 00:16:51,480 --> 00:16:55,200 decrypt was talking about it. That's 50% of this. 317 00:16:55,200 --> 00:16:58,320 I mean. Naked when that happened, right? 318 00:16:59,080 --> 00:17:01,640 We've we touched like 50K when that happened? 319 00:17:02,280 --> 00:17:03,720 But then rebound it very swiftly. 320 00:17:03,760 --> 00:17:04,800 We. Rebound it very swiftly. 321 00:17:04,800 --> 00:17:07,319 So I think the point is, is that I don't think this is a medium 322 00:17:07,319 --> 00:17:12,480 term barest thing, but like and I think this 92 K, 92 1/2 K 323 00:17:12,480 --> 00:17:15,240 level holding again. It's a nothing. 324 00:17:15,960 --> 00:17:22,000 Pretty, it's pretty telling. It's a, it's a, it is a holiday 325 00:17:22,000 --> 00:17:23,640 today in the US for the stock market. 326 00:17:23,640 --> 00:17:26,599 So we won't, we won't see. We won't see. 327 00:17:28,280 --> 00:17:32,120 Yeah, we won't see what's going on in in macro. 328 00:17:32,120 --> 00:17:36,240 And sometimes crypto sells off the most when that happens, you 329 00:17:36,240 --> 00:17:39,400 know, like on weekends when this stuff like this because you 330 00:17:39,400 --> 00:17:41,360 don't have anything to like stabilize while the world's not 331 00:17:41,360 --> 00:17:43,080 ending. But NASA closed unchanged 332 00:17:43,080 --> 00:17:44,600 yesterday. The thing is what's going to 333 00:17:44,600 --> 00:17:47,320 happen is we're going to oversell today again and then 334 00:17:47,320 --> 00:17:49,360 we're going to the the the BlackRock. 335 00:17:49,360 --> 00:17:51,400 You're literally giving your Bitcoin a BlackRock for free at 336 00:17:51,400 --> 00:17:53,720 this stage. Like what you know the I'll like 337 00:17:53,720 --> 00:17:57,120 I'll put a call in tomorrow's BlackRock inflows for Bitcoin 338 00:17:57,120 --> 00:17:59,640 loans going to be 350 million billion dollars. 339 00:18:00,560 --> 00:18:01,400 Billion. Million. 340 00:18:01,400 --> 00:18:02,880 Million, sorry, million. I'm sorry, million. 341 00:18:03,360 --> 00:18:06,480 I was confused. So, but rest assured, the 342 00:18:06,480 --> 00:18:10,720 government of Bhutan, the market cap of Bhutan is $3 billion. 343 00:18:10,920 --> 00:18:12,640 They're buying Bitcoin. Yeah. 344 00:18:12,640 --> 00:18:17,480 So, so you know, and if I come in as PM of Canada, I will be 345 00:18:18,040 --> 00:18:19,800 doing a Bitcoin strategic reserve. 346 00:18:20,760 --> 00:18:22,080 So anyways, I guess we're little. 347 00:18:22,440 --> 00:18:26,320 Right, like in 2021, it was late 2020. 348 00:18:26,600 --> 00:18:29,680 January 2021 was when I first built my first Bitcoin position 349 00:18:30,800 --> 00:18:32,160 and I was ecstatic when it dipped. 350 00:18:32,920 --> 00:18:35,000 If. You remember January 2021, it 351 00:18:35,000 --> 00:18:39,240 dipped from 38K to 32K. It was racing to Coinbase to, to 352 00:18:39,240 --> 00:18:41,480 buy it. It's like new generations of 353 00:18:41,480 --> 00:18:44,400 buyers are like are are excited for this or like if you're 354 00:18:44,400 --> 00:18:47,880 planning to like actually start buying in and holding on a multi 355 00:18:47,880 --> 00:18:51,440 year time frame, like you love this and like those people are 356 00:18:51,440 --> 00:18:52,760 out there. Yeah. 357 00:18:53,240 --> 00:18:55,400 For sure this. Is January 2024, which by the 358 00:18:55,400 --> 00:18:59,000 way, sucked like it was just like a nothing burger. 359 00:18:59,520 --> 00:19:02,360 And then January 20. Let's look at all the January's 360 00:19:02,360 --> 00:19:04,600 January on my strand right screen. 361 00:19:04,600 --> 00:19:07,560 Yeah, I am OK, a little pump. But you're talking 21, right? 362 00:19:07,560 --> 00:19:09,920 If you're talking cycles and you have to compare Jan for Jan, 363 00:19:09,920 --> 00:19:14,600 right. So Jan 2021, what was it up? 364 00:19:14,640 --> 00:19:16,160 Oh, it was down. Wait, where is it? 365 00:19:16,760 --> 00:19:18,240 It's here. It was up a bit. 366 00:19:20,520 --> 00:19:22,840 Yeah, you have to go through like the actual individual days. 367 00:19:22,840 --> 00:19:27,360 So like it dipped and then fell back and then jumped back 368 00:19:27,360 --> 00:19:29,320 rather. Yeah, no, this is true. 369 00:19:30,200 --> 00:19:31,200 I mean, it's looking strong here. 370 00:19:31,200 --> 00:19:34,120 As for the meme conversation, if we want to get back into that, I 371 00:19:34,120 --> 00:19:39,440 think there is a large question out there as if this last batch 372 00:19:39,440 --> 00:19:43,440 of memes, like are they just done or like maybe a handful 373 00:19:43,440 --> 00:19:44,920 survived. And I I hate to put people's 374 00:19:44,920 --> 00:19:49,600 bags because like I hate it when people put put my bags but some 375 00:19:49,600 --> 00:19:52,560 of these that are down instead. Why do you not say right now? 376 00:19:52,560 --> 00:19:56,440 By the way, you're right, January 2021 from 42K to 28K, 377 00:19:56,720 --> 00:20:00,160 What are you talking about? What are you being bored and how 378 00:20:00,160 --> 00:20:02,280 Like Moodang Chu guy, they're all down. 379 00:20:02,280 --> 00:20:04,520 Like what this is? Tyler speaking, everybody in the 380 00:20:04,520 --> 00:20:08,880 spaces, this is Tyler speaking. Redirect your complaints to 381 00:20:09,200 --> 00:20:10,680 Tyler. Did it? 382 00:20:10,800 --> 00:20:12,840 I go on. Well, we had to talk about like, 383 00:20:12,840 --> 00:20:16,520 one of the biggest mistakes I made in 2022 was holding my NTS 384 00:20:16,520 --> 00:20:18,600 to 0, right? So like at some point you have 385 00:20:18,600 --> 00:20:22,080 to look at everything and say like, are there new marginal 386 00:20:22,080 --> 00:20:27,200 buyers for this or even if I'm down 75%, is it, is it better to 387 00:20:27,200 --> 00:20:29,000 reallocate that elsewhere, right. 388 00:20:29,000 --> 00:20:31,240 It's like everyone has to have a, has to go through that 389 00:20:31,240 --> 00:20:32,760 process. Just like we did. 390 00:20:33,080 --> 00:20:35,080 Just like we did with with ruins. 391 00:20:37,120 --> 00:20:39,960 Don't take my own advice, but let's just put that one. 392 00:20:40,480 --> 00:20:44,040 Just closed his eyes. There's also that strategy where 393 00:20:44,040 --> 00:20:46,400 you just, you just close your eyes and you don't check prices 394 00:20:46,400 --> 00:20:48,040 for months and you just pray to come back. 395 00:20:48,040 --> 00:20:51,200 It worked for SPX and it works for MLG. 396 00:20:51,280 --> 00:20:53,800 Well, even some banks. Maybe banks will buy your runes 397 00:20:55,120 --> 00:21:01,200 in two months and then. Oh my God, this is so funny from 398 00:21:01,200 --> 00:21:05,480 our One More thing that we'll go to Tyler's top payrolls 399 00:21:05,480 --> 00:21:06,480 tomorrow. Does that matter? 400 00:21:08,040 --> 00:21:10,680 I hope it doesn't matter. This is the thing like crypto 401 00:21:10,680 --> 00:21:13,080 hasn't cared about macro for a long long time. 402 00:21:15,080 --> 00:21:19,480 For many months it felt like honestly and and since probably 403 00:21:19,520 --> 00:21:25,640 August, September, very little cares and then suddenly we 404 00:21:25,640 --> 00:21:29,160 really care about payrolls. Like everyone's a fucking macro 405 00:21:29,240 --> 00:21:32,960 analyst many days dude. That reminds me of of the six 406 00:21:32,960 --> 00:21:36,800 months before that, you know, but it was like, Oh my God, this 407 00:21:36,800 --> 00:21:39,640 is going to be so crazy. And we literally went between, 408 00:21:40,040 --> 00:21:43,720 what was it 70 and 55 K for six months. 409 00:21:44,200 --> 00:21:49,440 So or nine months. So I, I hope it that I hope 410 00:21:50,080 --> 00:21:52,560 people aren't holding out for a payrolls figure I'm. 411 00:21:53,160 --> 00:21:55,000 Definitely not, because I don't even know to this day what the 412 00:21:55,000 --> 00:21:57,200 fuck it means. So I'm not going to be one of 413 00:21:57,200 --> 00:21:59,440 those guys act like like, you know, I mean like I've been 414 00:21:59,440 --> 00:22:02,360 hosting this show for what, 9000 plus shows in the road now with 415 00:22:02,360 --> 00:22:05,440 like arguably some of the best macro analysts in space, you and 416 00:22:05,440 --> 00:22:07,040 Ovi at some point and Tyler joined in. 417 00:22:07,040 --> 00:22:10,640 But like, I, I, I, I I have no fucking clue what you guys talk 418 00:22:10,640 --> 00:22:15,400 about every other Friday we talk about PMIPOIPIDI that I don't. 419 00:22:15,400 --> 00:22:18,600 I'm not going to act like I know I'm a min coin analyst myself, 420 00:22:18,800 --> 00:22:22,800 but one thing is there. I put my Mac macro analyst hat 421 00:22:22,800 --> 00:22:25,160 on here. OK? 422 00:22:25,880 --> 00:22:28,560 Would you call this like a little head and shoulder pattern 423 00:22:28,720 --> 00:22:32,520 on Bitcoin, like maybe we get some up from here forward? 424 00:22:32,960 --> 00:22:36,200 Yeah, that Bitcoin, Bitcoin holding this level is pretty 425 00:22:36,200 --> 00:22:39,080 good, right? Like the US has come in Europe. 426 00:22:39,080 --> 00:22:42,120 Is from here on Bitcoin, not going to lie, just for fun. 427 00:22:42,800 --> 00:22:46,200 Europe is freaked out. This morning we had a little 428 00:22:46,200 --> 00:22:49,760 freaked out. Yeah, I guess as the US, as the 429 00:22:49,760 --> 00:22:51,760 US has come in, we've we've been relatively strong. 430 00:22:52,000 --> 00:22:55,440 Maybe we do go back up to like 95 K, 96 Ki think that that 431 00:22:55,440 --> 00:22:58,280 would be very unsurprising here to to do a move like that. 432 00:23:01,880 --> 00:23:08,520 I I go back and forth on this like when I get those sort of 433 00:23:08,520 --> 00:23:12,840 cell signals on this high on the high and I got it on my means 434 00:23:13,080 --> 00:23:15,960 like a couple months ago and now I hit for literally every single 435 00:23:15,960 --> 00:23:17,960 AI coin. I do think AI is about to go 436 00:23:17,960 --> 00:23:21,760 through a period of chop like this isn't just going to be a be 437 00:23:21,760 --> 00:23:23,360 AV shaped recovery in my opinion. 438 00:23:23,360 --> 00:23:27,080 Now like that a lot of blood to that was a spilt. 439 00:23:28,360 --> 00:23:33,480 And normally that requires a little bit of a yeah. 440 00:23:33,480 --> 00:23:36,480 That, that everything in my mind, every single thing that 441 00:23:36,480 --> 00:23:40,760 points that I point to here is either we go back, we go to 88 K 442 00:23:40,760 --> 00:23:44,600 or we have a chop now. And chop is what I thought it 443 00:23:44,600 --> 00:23:47,280 was going to be before. But now, now we've got the 444 00:23:47,280 --> 00:23:50,200 silver Bitcoin thing happened. Maybe, maybe, but yeah, we held, 445 00:23:50,200 --> 00:23:52,200 we held 92 1/2 K. So maybe, maybe it's just a 446 00:23:52,200 --> 00:23:53,520 chop. But maybe it's. 447 00:23:53,920 --> 00:23:57,960 A liquidation thing and we and we, we're not going to 120. 5:00 448 00:23:58,600 --> 00:24:01,240 What if this is all the chop 100%? 449 00:24:03,440 --> 00:24:06,640 This is starting to look like just zoom out a little bit and 450 00:24:06,640 --> 00:24:08,560 go back to where we were before. Here. 451 00:24:09,160 --> 00:24:11,520 Like this is starting to look a lot like that all over. 452 00:24:11,560 --> 00:24:13,400 Again, right. I agree. 453 00:24:13,400 --> 00:24:16,200 And that period was dreadful like that. 454 00:24:16,200 --> 00:24:17,960 That's what we talked about yesterday, guys, right? 455 00:24:17,960 --> 00:24:20,480 Like that 302 hundred day period or something like six. 456 00:24:21,160 --> 00:24:23,360 It was this we we literally mentioned this yesterday on the 457 00:24:23,360 --> 00:24:25,080 show. I'm starting to feel more and 458 00:24:25,080 --> 00:24:29,240 more like this is this So that was 250 days ish right? 459 00:24:29,720 --> 00:24:32,560 Don't do it to us. I thought we might do this. 460 00:24:32,560 --> 00:24:36,360 And remember, I've said this, I've said this, the chat that we 461 00:24:36,360 --> 00:24:38,280 could be in for a chop. I thought it would be after the 462 00:24:38,280 --> 00:24:42,120 inauguration. I thought the inauguration 463 00:24:42,120 --> 00:24:44,600 actually would be a bit of a pump more recently because of 464 00:24:44,640 --> 00:24:47,000 what happened. And now I just don't even know. 465 00:24:47,000 --> 00:24:51,480 But this points to another chop. To me, honestly, JLP has been my 466 00:24:51,480 --> 00:24:54,480 ease. Like moving into JLP always. 467 00:24:54,560 --> 00:24:56,240 I always say to myself, I should be bigger in that. 468 00:24:56,240 --> 00:24:59,920 I should be bigger in that let. Me tell you when we pump. 469 00:25:00,120 --> 00:25:02,960 Oh. Cast tire on the day today. 470 00:25:03,000 --> 00:25:05,800 Like how this thing is just insane. 471 00:25:07,040 --> 00:25:10,240 Everybody chill. The next full moon is January 472 00:25:10,240 --> 00:25:13,440 13th, followed by the inauguration on the 20th. 473 00:25:14,080 --> 00:25:16,600 OK, we're going to chop until the 13th. 474 00:25:16,640 --> 00:25:18,520 Don't leverage. Don't do dumb shit until the 475 00:25:18,520 --> 00:25:21,080 13th. We're going to full moon 476 00:25:21,800 --> 00:25:26,440 followed by the Trump pump. I personally, my call and I 477 00:25:26,440 --> 00:25:28,800 wrote on timeline yesterday is like, like, I agree with your 478 00:25:28,800 --> 00:25:30,280 chop shit like it's going to be volatility. 479 00:25:30,280 --> 00:25:33,040 Like in in the chop is not like 1-2 K range. 480 00:25:33,040 --> 00:25:37,040 It's like 5K ranges around Bitcoin and February all time 481 00:25:37,040 --> 00:25:38,560 highs. I genuinely mean that. 482 00:25:38,680 --> 00:25:41,440 I genuinely believe we'll see all time high in in in in 483 00:25:41,440 --> 00:25:45,160 February again on the back of Trump coming in. 484 00:25:45,320 --> 00:25:47,520 And, and I think we're going to go now all the way to maybe a 485 00:25:47,520 --> 00:25:50,480 lot of people are saying until March, but with this terrible 486 00:25:50,480 --> 00:25:52,680 like beginning of the month, I, I wouldn't be surprised if we go 487 00:25:52,680 --> 00:25:55,320 all the way to Salomego way, you know? 488 00:25:55,920 --> 00:25:57,720 Yeah, that's. Honestly, what I think 489 00:25:57,840 --> 00:26:00,440 genuinely, I mean. If you're bullish, if you think 490 00:26:00,440 --> 00:26:02,280 there's we're going to have a bullish Q1, like that's 491 00:26:02,520 --> 00:26:04,200 basically that's how it plays out. 492 00:26:04,200 --> 00:26:05,760 There aren't many others. It's one Q2 for me. 493 00:26:05,760 --> 00:26:08,800 Yeah, I I think Q2 is bullish. So like Q2 is what I've really 494 00:26:08,800 --> 00:26:11,600 measured, but like April, yeah, I've half Q2. 495 00:26:12,000 --> 00:26:13,800 I I only know my months and numbers in French. 496 00:26:13,800 --> 00:26:18,600 OK. So that's why I'm thinking. 497 00:26:19,400 --> 00:26:22,680 And with that, Tyler, All right, let's talk about these main 498 00:26:22,680 --> 00:26:26,440 points, all this. Pump this is the final part out 499 00:26:26,440 --> 00:26:29,280 all. Right, you're off. 500 00:26:29,280 --> 00:26:42,760 You're off the show. Plus, we've been talking about 501 00:26:42,760 --> 00:26:45,240 but the top story of the day the US government was cleared to 502 00:26:45,240 --> 00:26:48,840 sell 6 1/2 billion dollars in the Silk Road Bitcoin. 503 00:26:48,840 --> 00:26:52,000 That did 'cause majors to tumble, but they are reversing 504 00:26:52,000 --> 00:26:55,280 Bitcoin back to 93 six. How about that ETS? 505 00:26:55,280 --> 00:26:59,040 They did see their two worst sessions of outflows in weeks 506 00:26:59,040 --> 00:27:01,440 these past two days. We will see how they come back 507 00:27:01,720 --> 00:27:04,120 tomorrow. In lighter news, 2 new companies 508 00:27:04,120 --> 00:27:06,760 added Bitcoin to their balance sheets this week, including 509 00:27:06,840 --> 00:27:10,480 Thumbs Up Media and KULR. They bought they bought 510 00:27:10,480 --> 00:27:13,400 1,000,000 in 20, $1 million respectively. 511 00:27:13,400 --> 00:27:16,760 So more companies are buying Oklahoma Senator Dusty Devers 512 00:27:16,920 --> 00:27:19,560 shout out to Dusty. He introduced a bill to legalize 513 00:27:19,560 --> 00:27:22,400 Bitcoin payments in Oklahoma across agencies, private 514 00:27:22,400 --> 00:27:26,320 companies and individuals. So more states are opening up 515 00:27:26,320 --> 00:27:28,920 the way for Bitcoin in token AirDrop and protocol news. 516 00:27:28,920 --> 00:27:31,560 Bubble maps announced an AirDrop coming as a part of their 517 00:27:31,560 --> 00:27:35,440 rewards program. Bear Chain announced the 127 518 00:27:35,440 --> 00:27:38,160 projects which qualify for their builders program. 519 00:27:38,160 --> 00:27:41,400 Blast, you're just saying what's the last we heard from Blast? 520 00:27:41,400 --> 00:27:43,320 They came back to the timeline. Maybe their their ears were 521 00:27:43,320 --> 00:27:44,960 burning. They teased their mobile launch 522 00:27:44,960 --> 00:27:46,680 and Tokenomic coming later this month. 523 00:27:47,000 --> 00:27:50,800 And then Movement Labs is close to closing a $100 million Series 524 00:27:50,800 --> 00:27:53,960 B funding round led by Coin Fund and Nova Fund. 525 00:27:53,960 --> 00:27:56,120 So a big number there and AI and crypto. 526 00:27:56,120 --> 00:27:57,520 Amanda went there already, folks. 527 00:27:57,520 --> 00:28:01,600 The overall market cap lost another $2 billion on the day. 528 00:28:01,600 --> 00:28:03,560 It's down about four billion from peak. 529 00:28:03,560 --> 00:28:09,360 Most leaders now down 10 to 30%. Virtuals was down 5%, AI 16Z and 530 00:28:09,360 --> 00:28:12,080 Farcorn down closer to 30%. I think they're starting to 531 00:28:12,080 --> 00:28:16,600 rebound a little bit. FAI and XPT down a bit as well. 532 00:28:16,600 --> 00:28:18,120 There were plenty of top movers though. 533 00:28:18,120 --> 00:28:23,560 Pippin up 170%, SPERG up 70%, Solaris, Y&E and Schizo all up 534 00:28:23,560 --> 00:28:26,640 30%. We saw some a few new debuts. 535 00:28:26,640 --> 00:28:31,040 Sola debuted as a voice powered Solana AI assistant that reached 536 00:28:31,160 --> 00:28:35,600 $15 million in its first day. This LLM meme went absolutely 537 00:28:35,600 --> 00:28:41,360 nuts after some Shaw controversy $270 million in trading me. 538 00:28:41,560 --> 00:28:44,960 Last. Night and it went to 140 or so 539 00:28:44,960 --> 00:28:46,880 at peak. I think it's dipped a bit since 540 00:28:46,880 --> 00:28:49,200 then. A few updates. 541 00:28:49,200 --> 00:28:52,160 Virtual's announced a new multi agent asset management system in 542 00:28:52,160 --> 00:28:55,560 partnership with Infinity Ground as they look to build a Society 543 00:28:55,560 --> 00:28:58,360 of agents. AI16Z partnered with Openserve 544 00:28:58,840 --> 00:29:01,200 to help build out agent swarm capabilities. 545 00:29:01,560 --> 00:29:03,280 Story protocol. We talked about them before 546 00:29:03,280 --> 00:29:05,440 that's the IP blockchain. They announced a partnership 547 00:29:05,440 --> 00:29:09,720 with stability AI. Small world showcased its first 548 00:29:09,720 --> 00:29:14,320 autonomous Eliza based agents and then some news this morning 549 00:29:14,440 --> 00:29:19,280 Aegis that the bank list out AI lead is launching an investment 550 00:29:19,280 --> 00:29:23,400 out AI accelerate with a pretty heavy hitting list of advisors. 551 00:29:23,880 --> 00:29:25,480 I think that's going to be 1 to watch. 552 00:29:25,800 --> 00:29:28,600 And then C Defy launched a pre sale for a mystery agent 553 00:29:28,600 --> 00:29:31,520 launching at $1 million. So the gamblers out there, you 554 00:29:31,520 --> 00:29:35,080 want to throw some capital into mystery agent. 555 00:29:35,520 --> 00:29:39,000 You can do that with C Defy. Meme corn majors are down. 556 00:29:39,000 --> 00:29:42,680 They were down about two to 4%. Actually not terrible this 557 00:29:42,680 --> 00:29:45,720 morning when I ran the numbers, Ethan and TS down about 3 to 5%. 558 00:29:45,720 --> 00:29:49,160 We saw Yugosi O Garga announced the first iteration of the other 559 00:29:49,160 --> 00:29:52,800 side metaverse will be persistent this June. 560 00:29:52,800 --> 00:29:54,680 That means no longer event based. 561 00:29:54,680 --> 00:29:58,920 That means ongoing metaverse. That is a big, big step for Yuga 562 00:29:59,440 --> 00:30:01,640 and then the trump digital trading cards went live on 563 00:30:01,640 --> 00:30:06,120 Bitcoin yesterday for for the first time and a few sales held 564 00:30:06,120 --> 00:30:08,840 a .2 Bitcoin floor. So some demand for those Trump 565 00:30:08,840 --> 00:30:11,520 NFTS Trump ordinals, rather. Trump NFTS? 566 00:30:11,520 --> 00:30:15,960 Oh, I'm going to tweet that Trump NFTS Done. 567 00:30:16,640 --> 00:30:20,720 Powered by galaxies, actually. Did they do the ordinals too? 568 00:30:21,800 --> 00:30:24,640 I don't know, I think so I I don't know, but I know they did 569 00:30:24,640 --> 00:30:27,400 all the all the first cars, all all the Trump cars were, were 570 00:30:27,400 --> 00:30:29,520 were galaxies our AKA our show partner. 571 00:30:30,080 --> 00:30:31,280 All right, we have a lot to talk about. 572 00:30:31,280 --> 00:30:34,640 First of all, I did tell you yesterday night that LLM was 573 00:30:34,640 --> 00:30:36,920 going to go higher. You guys all farted me out of my 574 00:30:36,920 --> 00:30:40,080 bags that I've never owned. So don't worry. 575 00:30:40,080 --> 00:30:41,760 It's not like I was going to buy. 576 00:30:42,320 --> 00:30:44,400 It hold up. Yeah, I just had a feeling. 577 00:30:44,400 --> 00:30:46,720 So let's start with that because you you went there kind of mando 578 00:30:46,720 --> 00:30:50,560 with Sean stuff, right? So another reason why I'm so 579 00:30:50,560 --> 00:30:52,600 bullish for four coin is that there's no execution rates, 580 00:30:52,600 --> 00:30:53,800 right? There's no like Shaw of four 581 00:30:53,800 --> 00:30:57,840 coin or like him Gajira of four coin or like anything of four 582 00:30:57,840 --> 00:31:00,840 coin, right? Griffin founder blah, blah, 583 00:31:00,840 --> 00:31:04,320 blah. So this thing was $30 million 584 00:31:04,320 --> 00:31:08,760 yesterday until, if I'm not mistaken, Shaw said that there's 585 00:31:08,760 --> 00:31:11,920 bigger issues to solve in the world with AGI Tyler. 586 00:31:11,920 --> 00:31:15,160 So kind of like went against that token and then decide to 587 00:31:15,840 --> 00:31:18,680 push the other called fat coin. Is that what went down? 588 00:31:19,280 --> 00:31:23,880 Yeah, his first tweet I think was just was not as big of a 589 00:31:23,880 --> 00:31:25,960 deal. He just said like, hey, like the 590 00:31:26,400 --> 00:31:31,240 AGI is coming and y'all are are trading, you know, a chubby 591 00:31:31,240 --> 00:31:33,400 version of a Liza. Like what are you doing right? 592 00:31:34,600 --> 00:31:38,280 But then like later in the afternoon, early evening, he 593 00:31:38,280 --> 00:31:41,200 just, he retweeted someone who posted fat coin and he just said 594 00:31:41,200 --> 00:31:44,560 fat coin, which of course folks took as an endorsement. 595 00:31:44,560 --> 00:31:48,240 That fat coin ran from 5 to 30 million in like 15 minutes. 596 00:31:49,240 --> 00:31:53,360 LLM briefly dumps, but then it became this big like revenge 597 00:31:53,360 --> 00:31:55,280 play. And This is why this, I mean, 598 00:31:55,400 --> 00:31:59,000 this is not an easy market to trade because like when these 599 00:31:59,000 --> 00:32:03,800 vampire attacks and PVPS happen, a majority of the time both 600 00:32:03,800 --> 00:32:06,280 coins end up going to 0 and getting hurt. 601 00:32:06,280 --> 00:32:09,400 Maybe not 0, but they both end up getting hurt because you, 602 00:32:09,480 --> 00:32:13,280 you've, you've divided your, your buyer pools and whatnot. 603 00:32:13,920 --> 00:32:19,280 But in this case it didn't. It galvanized the LLM base this. 604 00:32:20,240 --> 00:32:22,160 Thing went to 50. It's. 605 00:32:23,600 --> 00:32:25,320 Crazy that week. Like look at that. 606 00:32:25,400 --> 00:32:28,600 Put it on the four hours. Look at that. 607 00:32:29,200 --> 00:32:35,440 Look at the Daily. Yeah, so, so the guy who who 608 00:32:35,440 --> 00:32:38,520 runs the Epic Discord or one of the lead mods had talked about 609 00:32:38,520 --> 00:32:41,080 fat coin because actually Shaw's original post mentioned we 610 00:32:41,080 --> 00:32:43,240 should have called AI16Z fat coin. 611 00:32:43,520 --> 00:32:44,480 I think that's what he said. I. 612 00:32:44,840 --> 00:32:46,760 Missed that? Yeah, his original post. 613 00:32:46,760 --> 00:32:48,760 So he was kind of the one who almost came up with it. 614 00:32:49,120 --> 00:32:52,840 Then they created that token it went to and then apparently he 615 00:32:52,840 --> 00:32:56,360 bought some because his, his his wallets are doxed or at least 616 00:32:56,360 --> 00:33:02,080 tracked and and then then tweeted about it. 617 00:33:03,160 --> 00:33:06,080 So very similar to Eliza. Very. 618 00:33:06,840 --> 00:33:13,240 Eliza where like basically supports the vampire attack and 619 00:33:13,840 --> 00:33:17,440 when they have supply basically because I think 50% of fat coin 620 00:33:17,440 --> 00:33:19,360 was sent to. Right, it was. 621 00:33:20,040 --> 00:33:24,280 As well like it's not a good look, but LLM has been pumping 622 00:33:24,280 --> 00:33:25,760 on the back there. I think there's been quite a lot 623 00:33:25,760 --> 00:33:33,200 of hate towards shore today, which to be honest, fool me 624 00:33:33,200 --> 00:33:39,480 once, is not not not the best thing I think to to do a second 625 00:33:39,480 --> 00:33:39,880 time. It's. 626 00:33:40,920 --> 00:33:43,160 Definitely not great and I'm I'm a holder. 627 00:33:45,720 --> 00:33:47,600 I mean, you guys are both AICC holders, right? 628 00:33:47,920 --> 00:33:49,480 Exactly. But I saw that this morning I 629 00:33:49,480 --> 00:33:52,440 was like, oh God, like this could be really bad. 630 00:33:53,760 --> 00:33:55,400 Doesn't help. How does it make you feel, 631 00:33:55,400 --> 00:33:56,360 Tyler? I mean, you're Holder, you 632 00:33:56,360 --> 00:33:58,240 follow the AI stuff. What's your rate on that? 633 00:33:58,720 --> 00:34:01,680 I bought the dip actually. So I've been, I've been hoping 634 00:34:01,680 --> 00:34:04,760 to get to partner status. I I didn't have enough, so I 635 00:34:04,760 --> 00:34:06,760 actually got enough to get it this morning. 636 00:34:06,920 --> 00:34:09,960 Partner status 100,000 tokens. Yeah, 100,000 tokens. 637 00:34:13,000 --> 00:34:17,360 I think that this, this eco and Eliza and their team of devs is 638 00:34:17,360 --> 00:34:20,520 still just too big to ignore. I think it's bigger than Shaw. 639 00:34:21,400 --> 00:34:24,880 We, we had this before I let the Shaw flood the last time flooded 640 00:34:24,880 --> 00:34:27,320 me out of my bags. I had a good position and I sold 641 00:34:27,320 --> 00:34:31,600 it in that in that pull back back in late November. 642 00:34:32,679 --> 00:34:34,440 I I don't love seeing him do this again. 643 00:34:34,440 --> 00:34:37,120 Like that's a fact. And he also did the copy pasta 644 00:34:37,120 --> 00:34:39,400 with someone who said like, I sold everything. 645 00:34:39,400 --> 00:34:40,679 I think the AI met is over. I. 646 00:34:41,120 --> 00:34:45,360 Personally hate that I I hate when when people in high profile 647 00:34:45,360 --> 00:34:48,080 positions do stupid copy pasta tweets because. 648 00:34:48,639 --> 00:34:50,280 The most people don't understand the pasta which. 649 00:34:50,280 --> 00:34:52,120 Exactly. And he and he retweeted it. 650 00:34:52,120 --> 00:34:55,440 So it was a little bit more obvious, but still like people 651 00:34:55,440 --> 00:34:58,200 who aren't familiar with crypto Twitter culture like do not 652 00:34:58,200 --> 00:35:01,680 understand what that is or why you would be doing it. 653 00:35:01,680 --> 00:35:03,840 So I, I never have everybody like that. 654 00:35:04,800 --> 00:35:07,000 It's down more than virtual, right. 655 00:35:07,000 --> 00:35:11,360 So like, I think there is something to be said that it is 656 00:35:11,360 --> 00:35:14,920 seeing a bigger draw down here because of some of his actions. 657 00:35:15,640 --> 00:35:18,080 What if LLM flips AI 16 is the other back of that? 658 00:35:18,400 --> 00:35:21,040 That would be Max Payne. I mean this is the type of shit. 659 00:35:21,040 --> 00:35:23,880 Like I know this sounds insane but that's why I texted you guys 660 00:35:23,880 --> 00:35:27,000 last night because when I saw LLM at 35 million I sent you 661 00:35:27,000 --> 00:35:30,320 guys that and I said Degens should send an LM to $2 billion 662 00:35:30,320 --> 00:35:32,080 LMAO. And I wrote that as a joke 663 00:35:32,080 --> 00:35:34,200 right? And then I think I didn't buy it 664 00:35:34,200 --> 00:35:36,760 obviously but other than that thing went to like 140 mil. 665 00:35:36,760 --> 00:35:39,440 So in hindsight, it was a right call, but like this is a type of 666 00:35:39,440 --> 00:35:41,520 shit that happens in the left curve market. 667 00:35:42,880 --> 00:35:45,040 It's like. It was the perfect setup. 668 00:35:45,080 --> 00:35:46,560 Yeah, they've got a rallying cry. 669 00:35:46,560 --> 00:35:49,720 They've got a target. And also like on these really 670 00:35:49,720 --> 00:35:53,920 red days people, I feel like everyone kind of bands together, 671 00:35:53,920 --> 00:35:56,720 the D Jins rather, And just like they all fire into one coin. 672 00:35:56,840 --> 00:35:59,800 And also on the flip side, there was a lot of hate towards him, 673 00:36:00,120 --> 00:36:02,520 the him because you're a guy, because he tweeted, I made a 674 00:36:02,520 --> 00:36:05,000 million a day, call me banks. But then the token dumped like. 675 00:36:05,960 --> 00:36:07,720 Because he was selling. Yeah, he was. 676 00:36:07,720 --> 00:36:09,000 He was smiling and. Pumping on everyone. 677 00:36:09,240 --> 00:36:12,760 Then he was getting called out saying like yo, this guy pumped 678 00:36:12,760 --> 00:36:15,720 and dumped on people, right? Because he tweeted about the 679 00:36:15,720 --> 00:36:17,520 coin all morning long. Then by the end of the day he's 680 00:36:17,520 --> 00:36:19,480 saying he made $1,000,000. So obviously that means he sold 681 00:36:19,480 --> 00:36:21,840 it, right? But now he looks good because 682 00:36:21,840 --> 00:36:24,880 shit's up to like 110 mil. So you have the two narratives 683 00:36:24,880 --> 00:36:29,600 that oh him is out right because he made his million and now it's 684 00:36:29,600 --> 00:36:31,560 pumping. And then fuck Shaw, which 685 00:36:31,560 --> 00:36:34,040 doesn't come from me, but the narrative like oh like screw 686 00:36:34,040 --> 00:36:37,040 Shaw, let's go against Shaw. So this LM thing has like 2 big 687 00:36:37,040 --> 00:36:39,120 narratives going on for it now. It's like, holy shit. 688 00:36:40,080 --> 00:36:41,560 Yeah. Is it good enough? 689 00:36:41,560 --> 00:36:42,640 Me. No, I just don't even. 690 00:36:42,640 --> 00:36:44,240 Know I don't think so. I don't have any. 691 00:36:44,240 --> 00:36:46,240 I'm just saying like I thought it was funny from the left curve 692 00:36:46,240 --> 00:36:47,960 mindset, like this whole thing going on. 693 00:36:49,240 --> 00:36:51,760 That's why it went from 50 to 100, no doubt about it. 694 00:36:52,120 --> 00:36:55,280 Like now what takes it from 100 to 200? 695 00:36:55,280 --> 00:36:57,160 I guess people. Well, now. 696 00:36:57,480 --> 00:37:00,400 It's easy, keeps on going lower. That's probably what the one. 50 697 00:37:00,400 --> 00:37:01,840 actually. Actually, it took it from 40 to 698 00:37:01,840 --> 00:37:04,160 150. Wow, one. 699 00:37:04,400 --> 00:37:07,480 It's in these spite plays like it's hard for the spite plays 700 00:37:07,480 --> 00:37:10,720 like we're going to run this up, you know, screw over someone 701 00:37:11,480 --> 00:37:14,320 like that's you need a little more than that. 702 00:37:14,640 --> 00:37:16,680 It is funny. I got that's why I when I first 703 00:37:16,680 --> 00:37:19,640 talked like God this is funny. Yeah, it is hilarious they 704 00:37:19,640 --> 00:37:25,040 rented up fucking 200 and. 75% great trade like a. 705 00:37:25,240 --> 00:37:28,000 Buy that dip MOT was at 60 million this morning. 706 00:37:29,640 --> 00:37:33,320 No, this is not as well. So to me, like that's what I've 707 00:37:33,320 --> 00:37:36,520 been pounding my fists on table about this AI shit all along. 708 00:37:36,520 --> 00:37:39,000 It's like execution risk is is really dangerous. 709 00:37:39,640 --> 00:37:42,840 But look like you're right like is my other question to you guys 710 00:37:42,840 --> 00:37:45,320 is and just a question both of you because you're both holders 711 00:37:45,320 --> 00:37:46,520 and you researched this more than me. 712 00:37:47,400 --> 00:37:51,240 You said something about is AICACZ AI16Z maybe bigger than 713 00:37:51,240 --> 00:37:53,080 Shaw? Is it though yet? 714 00:37:53,640 --> 00:37:56,240 Oh yeah. I think if he like resigned or 715 00:37:56,240 --> 00:37:59,160 was kicked out I think it would probably jump 50%. 716 00:38:02,080 --> 00:38:03,520 I don't you think so. Wow. 717 00:38:04,320 --> 00:38:07,080 Review with that because he's the one book like you Mando and 718 00:38:07,080 --> 00:38:10,120 TG were saying on that stream that night like oh the best 719 00:38:10,360 --> 00:38:13,200 you're tweeting a lot about this Mando saying the best marketer 720 00:38:13,200 --> 00:38:16,120 is going to win and you guys kept # like I don't offended 721 00:38:16,120 --> 00:38:18,800 like but. It's not just him, right? 722 00:38:19,000 --> 00:38:22,640 They they have set themselves up and AI16C is actually a ton of 723 00:38:22,640 --> 00:38:23,960 different people. Is it? 724 00:38:24,040 --> 00:38:27,560 I don't know more. It's on payroll like it's, it's 725 00:38:27,600 --> 00:38:30,880 huge, OK. It's not. 726 00:38:31,000 --> 00:38:34,480 He's a league contributor. It's not like ACEO because it's 727 00:38:34,480 --> 00:38:37,800 open source, right? He's probably the CEO of Eliza 728 00:38:37,800 --> 00:38:39,600 Labs. That's probably true, right? 729 00:38:40,600 --> 00:38:42,520 I actually don't know. I don't know. 730 00:38:42,520 --> 00:38:46,600 That could be set up. We'll see. 731 00:38:46,680 --> 00:38:47,680 I mean, I don't think you guys are wrong. 732 00:38:47,680 --> 00:38:50,080 I think this is a great, by the way, Tyler, I think you're right 733 00:38:50,080 --> 00:38:52,120 buying the debt, I think it's going to. 734 00:38:52,240 --> 00:38:55,040 Pull back from all time high like if if you were bullish on 735 00:38:55,040 --> 00:38:57,640 this, you know people just a couple weeks ago were saying how 736 00:38:57,640 --> 00:38:59,400 this could this in virtual could go to 10 billion. 737 00:38:59,800 --> 00:39:02,040 This. Change your mind like this is a 738 00:39:02,120 --> 00:39:04,240 decent entry, right? And maybe it goes low right? 739 00:39:04,280 --> 00:39:05,600 I don't know like it very well could well. 740 00:39:06,080 --> 00:39:10,120 It depends on the right Solana. Yes, Solana also going like 741 00:39:10,120 --> 00:39:12,280 trading like shit. So it's like it doesn't help the 742 00:39:12,280 --> 00:39:16,680 'cause right? Yeah, I, I still think it easily 743 00:39:16,680 --> 00:39:18,440 can. I'm, I'm obviously a big holder 744 00:39:18,440 --> 00:39:20,680 because of that, but I'm just saying it didn't help the whole 745 00:39:20,680 --> 00:39:23,680 of the, the AI space I thought was looking good until that sort 746 00:39:23,680 --> 00:39:26,560 of stuff happened, right? Everyone freaked out and was 747 00:39:26,560 --> 00:39:30,120 like oh God. It does look like the Solana AI 748 00:39:30,120 --> 00:39:33,440 tokens all fell substantially more. 749 00:39:33,880 --> 00:39:36,840 Yeah, they say AI tokens. They did. 750 00:39:36,880 --> 00:39:38,280 Let's see. Let's let's have a look. 751 00:39:38,280 --> 00:39:40,440 Well. Look at AI list, just pull it 752 00:39:40,720 --> 00:39:41,480 in. Yeah. 753 00:39:42,080 --> 00:39:43,160 I think it's red. Like, look at that. 754 00:39:43,160 --> 00:39:46,400 It's so funny. The other thing that's 755 00:39:46,400 --> 00:39:48,480 happening, which people have kind of forgotten about, these 756 00:39:48,480 --> 00:39:50,400 are all also live on Binance perps. 757 00:39:50,920 --> 00:39:53,520 They all got listed at their local tops. 758 00:39:53,560 --> 00:39:57,280 And this is the exact same price action we saw on Fartcoin for 759 00:39:57,280 --> 00:40:00,240 its first few weeks. Like so everyone's shorting it, 760 00:40:00,240 --> 00:40:03,680 no one can go long, and we have a market pullback. 761 00:40:03,680 --> 00:40:06,520 It's like the perfect setup for the first shooters. 762 00:40:06,760 --> 00:40:09,640 I must be done quite a bit on my arc bag here, but this is good 763 00:40:09,640 --> 00:40:11,720 like it's going to. It could have been much higher 764 00:40:11,720 --> 00:40:13,400 than 300, right? Maybe 350? 765 00:40:13,440 --> 00:40:16,920 Arcs actually held up really well compared to the others by. 766 00:40:17,440 --> 00:40:20,000 Yeah. Versus the others, man, that's a 767 00:40:20,040 --> 00:40:24,560 that is good. It looks bottomed out here, so 768 00:40:24,560 --> 00:40:27,200 we'll see. Obviously pay more attention to 769 00:40:27,200 --> 00:40:28,680 that. Because that's a zero bro, dude. 770 00:40:28,920 --> 00:40:31,360 Zero bro. Something like 11 straight daily 771 00:40:31,360 --> 00:40:32,600 red candles or something like that. 772 00:40:32,920 --> 00:40:36,760 Let's not open the goat chart for the sake of Mendo's mental 773 00:40:36,760 --> 00:40:38,720 health. I mean, they're all like that. 774 00:40:39,000 --> 00:40:41,160 But in the middle? Yeah, God. 775 00:40:41,800 --> 00:40:44,160 Open up SO. Like that science, he said. 776 00:40:44,200 --> 00:40:48,120 Seven days in a row. Oh I I saw a DJ news thing 777 00:40:48,120 --> 00:40:49,960 saying it was 11. No, it's seven. 778 00:40:51,080 --> 00:40:52,680 Wow. Oh, sorry, I'm not sharing the 779 00:40:52,680 --> 00:40:55,200 right touch here. Sorry, 7. 780 00:40:55,440 --> 00:40:56,880 They were looking at 4 hour candles. 781 00:40:56,920 --> 00:40:59,960 Regardless, it's down. It's down bad. 782 00:41:00,440 --> 00:41:01,440 I mean, this is the four hour, right? 783 00:41:01,440 --> 00:41:08,360 It looks horrible, but if you last week were bullish when you 784 00:41:08,360 --> 00:41:11,880 listened to remember that show up that Mando you mean it was 785 00:41:11,880 --> 00:41:16,640 you mean and keyboard Marquis Tyler was not there yet. 786 00:41:16,880 --> 00:41:19,840 If you were bullish on the whole sector, you weren't on pull 787 00:41:19,840 --> 00:41:25,240 backs. This is 1 like even if it was 788 00:41:25,240 --> 00:41:26,680 low. The pull back I, I think 789 00:41:26,880 --> 00:41:30,240 basically what I'm what I'm saying here is obviously I'm 790 00:41:30,240 --> 00:41:32,360 super bullish on it. This is what I think will lead 791 00:41:32,600 --> 00:41:35,160 the strength in crypto this whole space. 792 00:41:36,840 --> 00:41:38,920 What I just mean is that I think it probably. 793 00:41:40,200 --> 00:41:41,680 They all look the. Same. 794 00:41:42,600 --> 00:41:44,320 Yeah, yeah. And let's zoom out and talk 795 00:41:44,320 --> 00:41:47,600 about what happened. So two weeks before Christmas, 796 00:41:48,520 --> 00:41:51,040 we, the AI sector hit ten billion for the first time. 797 00:41:51,720 --> 00:41:53,280 Yeah. And that's when like I kind of 798 00:41:53,280 --> 00:41:55,880 went out and said I think we are going to go vertical. 799 00:41:55,880 --> 00:41:57,080 This is going to go to 100 billion. 800 00:41:57,080 --> 00:42:00,720 I think it goes vertical soon. Then it drew down 30%. 801 00:42:01,120 --> 00:42:03,360 It was 7 billion like the next week. 802 00:42:04,080 --> 00:42:08,600 And clearly, like jumped the gun and then it went 7 billion to 17 803 00:42:08,600 --> 00:42:14,600 billion in two to three weeks. Now it's drawn down another 30%. 804 00:42:16,240 --> 00:42:18,840 Yeah, if you look at it like that, it's it's absolutely it. 805 00:42:18,840 --> 00:42:20,680 It's looking golden. If I'm honest. 806 00:42:20,720 --> 00:42:23,920 I think the, the main change there was the the tokenomics 807 00:42:23,920 --> 00:42:26,840 from AI16Z, right? They, they changed it and Zero 808 00:42:26,840 --> 00:42:29,080 Bro changed it. Then all these other companies 809 00:42:29,080 --> 00:42:30,920 are like, hey, we're going to change our flywheel. 810 00:42:31,360 --> 00:42:38,160 We make a better token here. What I what I questioned just 811 00:42:38,160 --> 00:42:42,280 slightly is, is just that that there's just a general risk off 812 00:42:42,280 --> 00:42:45,800 sentiment if, if Bitcoin does hit that 92 1/2 K level again, 813 00:42:45,880 --> 00:42:49,240 But if it not and we and we stand out, then I think it can, 814 00:42:49,920 --> 00:42:52,800 it can, it can chop for a little bit. 815 00:42:53,120 --> 00:42:55,600 Ava had a huge day, right? Didn't have big news come out. 816 00:42:55,880 --> 00:43:00,200 Yeah, they launched their Hollow World Launchpad along with 817 00:43:00,240 --> 00:43:03,360 staking for Ava. I think this is one of the first 818 00:43:03,360 --> 00:43:08,480 products which has the staking component to some of the homies. 819 00:43:09,160 --> 00:43:13,320 Wow, look at this trouble. I actually I was able to to buy 820 00:43:13,320 --> 00:43:17,680 some of this at around 1,000,000 and I did not hold the moon bag 821 00:43:17,680 --> 00:43:19,480 which was. Oh my God. 822 00:43:20,400 --> 00:43:23,040 We are, we're we're basically seeing the way to do it. 823 00:43:23,040 --> 00:43:25,680 Ava is rallying off that. They're a proper team actually 824 00:43:25,680 --> 00:43:27,360 like they've been around in a time. 825 00:43:27,360 --> 00:43:33,200 But the staking launch pool, that's basically what they're is 826 00:43:33,400 --> 00:43:35,160 the market's saying we want that, right? 827 00:43:35,400 --> 00:43:39,640 They wanted the AI16Z change of tokenomics to being a platform. 828 00:43:40,000 --> 00:43:42,240 But next thing they're saying is, hey, we want a lot. 829 00:43:42,280 --> 00:43:45,680 We want a Binance style launch pool for new projects coming on 830 00:43:45,680 --> 00:43:48,720 there of which stakers of the token get access to the new 831 00:43:48,720 --> 00:43:50,880 projects, right? That's what they're that's what 832 00:43:50,880 --> 00:43:55,360 they're saying. I think a lot of them will also 833 00:43:55,360 --> 00:44:00,560 follow that, you know, stake AI16Z get access to new air 834 00:44:00,560 --> 00:44:06,360 drops stake they're they're going to be like at once or 835 00:44:06,360 --> 00:44:11,080 launch pools. That's the next, yes, I, I 836 00:44:11,080 --> 00:44:13,720 totally agree with that. I think the, the, the next risk 837 00:44:13,720 --> 00:44:18,080 that comes with that is once you become an incubator launchpad, 838 00:44:18,640 --> 00:44:22,920 you have to have a few good projects in that first 3, five 839 00:44:22,920 --> 00:44:24,840 to 10. And if you don't? 840 00:44:25,640 --> 00:44:27,000 Look at some of these charts dude. 841 00:44:27,280 --> 00:44:28,760 Right. That's, that's when it becomes 842 00:44:28,760 --> 00:44:29,760 riskier. Yeah. 843 00:44:29,800 --> 00:44:32,680 I, I screwed up on Bully. I I bought some Bully recently. 844 00:44:33,120 --> 00:44:34,360 Because oh wow. But look at this. 845 00:44:34,840 --> 00:44:39,000 They're doley in Launchpad. Look at Noyer like some of these 846 00:44:39,000 --> 00:44:40,680 charts. Amazing. 847 00:44:40,880 --> 00:44:43,920 Like this Ava chart and this Noyer chart? 848 00:44:45,000 --> 00:44:48,920 Noyer's being classified in the D5DD EFAI. 849 00:44:49,800 --> 00:44:52,040 Yeah. Group, which is a hot group, 850 00:44:52,040 --> 00:44:54,640 Anon is leading the way. It's up at 200 million. 851 00:44:54,640 --> 00:44:58,840 I mean, Anon is just marching up that Daniel Danielle Sesta 852 00:44:59,840 --> 00:45:01,960 token. Yeah. 853 00:45:02,520 --> 00:45:06,040 It's it's barely seen any pull backs on a run to 200. 854 00:45:06,360 --> 00:45:10,480 You should make a short list of your AI list which is just a 855 00:45:10,480 --> 00:45:15,440 defy list like DF AI that. That's tricky for me because I 856 00:45:15,440 --> 00:45:17,360 don't know, like what people are, yeah. 857 00:45:17,760 --> 00:45:20,560 It's another fucking that was another thing I find funny. 858 00:45:20,560 --> 00:45:23,560 Like it's like another fucking thing like you have to be 859 00:45:23,560 --> 00:45:25,080 tweeting like the feature of defy. 860 00:45:25,080 --> 00:45:27,040 There's something arbitrage. I'm like, dude, like what kind 861 00:45:27,040 --> 00:45:28,400 of terms are we inventing again here? 862 00:45:28,800 --> 00:45:31,280 Love to be though. The other thing is you. 863 00:45:31,280 --> 00:45:33,000 Know what? I don't think I know that one. 864 00:45:33,640 --> 00:45:36,800 So now all of a sudden, Mendo, there's a new narrative just 865 00:45:36,800 --> 00:45:38,160 dropped. Yeah. 866 00:45:38,520 --> 00:45:43,160 Defy but DFDEFAI. Yeah, of course. 867 00:45:44,320 --> 00:45:50,880 Oh no, I got, I got the perfect. E5I you'll see DDI you'll see 868 00:45:50,920 --> 00:45:54,160 them all. AI it all. 869 00:45:56,280 --> 00:46:03,800 D5 is there anyways Tyler? This is good from the market by 870 00:46:03,800 --> 00:46:06,960 the way, the fact that Bitcoin is how that level and it's. 871 00:46:07,600 --> 00:46:10,600 Oh 94.5. Oh, I have a good balance here. 872 00:46:10,840 --> 00:46:16,880 It's a nice. Very, very good bounce here. 873 00:46:17,360 --> 00:46:23,440 Is there anything I like? I really like a lot of these AI 874 00:46:23,440 --> 00:46:24,600 coins. I'm going to try and look where 875 00:46:24,600 --> 00:46:28,000 I can take some money to put into more AI coins. 876 00:46:28,000 --> 00:46:31,480 Not going to lie, like I'm I like this dip a lot guys. 877 00:46:32,320 --> 00:46:36,280 Here's one to watch, yeah. What's your top five to watch on 878 00:46:36,280 --> 00:46:37,840 this dip? Mendo and and Tyler go. 879 00:46:37,840 --> 00:46:39,920 Go ahead Tyler and then Mendo. Curse your ears as well. 880 00:46:40,840 --> 00:46:46,800 I was just going to tell you to to go take a look at he's at 881 00:46:47,200 --> 00:46:50,240 Eli's is I'm blanking on his name the the bank less AI guy 882 00:46:51,640 --> 00:46:54,440 Ejaz. Yes, he they just announced 883 00:46:54,440 --> 00:46:55,640 this. I'm sending you the the Twitter. 884 00:46:55,640 --> 00:46:59,040 Link by the way he won he's now to come on the show IDM them so 885 00:46:59,040 --> 00:47:01,240 we'll we'll try and get him maybe next week or something be 886 00:47:01,240 --> 00:47:04,160 fine but. His investment AI dials are one 887 00:47:04,160 --> 00:47:07,840 of the hottest things happening and I think the market is 888 00:47:07,840 --> 00:47:10,240 clearly hungry for it. The question is like, what is 889 00:47:10,240 --> 00:47:12,600 the caliber of the team behind it like that? 890 00:47:12,600 --> 00:47:16,360 That's what I look at at least, and this group seems like it's a 891 00:47:16,360 --> 00:47:21,080 damn good. Yet there is no token. 892 00:47:21,080 --> 00:47:22,840 They're going to launch a token with it like that's how these 893 00:47:22,840 --> 00:47:25,600 Dows work. They're basically doing a pre 894 00:47:25,600 --> 00:47:28,960 sale and they're they're telling people to engage and reply to 895 00:47:29,080 --> 00:47:34,280 figure out how you can get in. He's like super bullish on 896 00:47:34,280 --> 00:47:35,840 abstract this time. Tweet yesterday about how 897 00:47:35,840 --> 00:47:37,720 they're going to. Just just go skim through the 898 00:47:37,720 --> 00:47:40,920 advisors on their list and I don't know, you never know like 899 00:47:41,040 --> 00:47:48,080 how what that means exactly. They've got so the dev advisors, 900 00:47:48,080 --> 00:47:54,480 they've got Shaw, they've got the virtuals, they've got SIGAR 901 00:47:54,480 --> 00:47:57,560 right there. They've got a list of investment 902 00:47:57,560 --> 00:48:00,880 advisors, they've got bank lists doing their outreach, which I do 903 00:48:00,880 --> 00:48:05,640 think there's probably a big sector of crypto investors who 904 00:48:05,720 --> 00:48:08,080 who get information from bankless, right. 905 00:48:08,080 --> 00:48:10,520 And if they want exposure and they're in the bankless lead is 906 00:48:10,520 --> 00:48:13,440 pitching this, I think that's something to watch. 907 00:48:13,440 --> 00:48:14,960 And I'm not telling people to buy. 908 00:48:15,160 --> 00:48:17,400 I'm just saying I think it's worth paying attention to. 909 00:48:18,280 --> 00:48:22,680 Aicc token has come in. It's a good name Accelerate. 910 00:48:25,080 --> 00:48:27,040 Interesting. Naming matters. 911 00:48:27,040 --> 00:48:30,040 I guess you know you back to your question of what to pay 912 00:48:30,040 --> 00:48:34,520 attention to. Good question. 913 00:48:34,760 --> 00:48:37,760 I like AI16Z as I mentioned, like I bought. 914 00:48:37,760 --> 00:48:39,600 Look at that, I was putting his ad in the ring. 915 00:48:39,880 --> 00:48:42,680 Love that. There's so much on this one like 916 00:48:42,680 --> 00:48:46,480 this is a you get in on the ground floor of these. 917 00:48:52,040 --> 00:48:55,200 I mean anyone who got on the ground floor of AI16Z is like 918 00:48:55,480 --> 00:48:57,120 like that was the make it trade, right? 919 00:48:57,160 --> 00:48:59,320 Yeah, dude, let's let's, let's talk to egos. 920 00:48:59,520 --> 00:49:02,960 Let's go. Let's rock'n'roll, let's go. 921 00:49:04,200 --> 00:49:06,240 I love that, this is great. Interesting. 922 00:49:06,440 --> 00:49:09,560 This is still going to be the most strongest sector this cycle 923 00:49:09,560 --> 00:49:11,840 for sure. I believe So what? 924 00:49:12,560 --> 00:49:14,360 Do you think about that, man? Did you say that stuff? 925 00:49:15,200 --> 00:49:18,800 I saw this this investment now because I'm in a a chat with 926 00:49:18,800 --> 00:49:23,640 him, but the yeah, I think, I think it's going to remain the 927 00:49:23,640 --> 00:49:26,160 strongest sector. I I don't think you should fade 928 00:49:26,160 --> 00:49:34,800 this sector at all. I do think that it really does 929 00:49:34,800 --> 00:49:37,000 depend if Bitcoin holds that level because I do think you 930 00:49:37,000 --> 00:49:38,360 could be in for some some more pain. 931 00:49:38,360 --> 00:49:40,240 The stuff that I like is the stuff that I've liked 932 00:49:41,040 --> 00:49:43,200 throughout. So I prefer like the stuff 933 00:49:43,200 --> 00:49:46,840 that's his investment advises. Look, it's AICC and Z, it's ARC. 934 00:49:47,000 --> 00:49:50,400 I like both of those projects a lot on the open source, open 935 00:49:50,400 --> 00:49:52,120 source framework side. And I like the memes. 936 00:49:52,120 --> 00:49:55,240 I like Parkland, like Coke. The other stuff I always have 937 00:49:55,240 --> 00:50:01,160 smaller bags in. So I have like I've been in and 938 00:50:01,160 --> 00:50:03,560 out of I own Ava, for example, I have a small amount of that 939 00:50:03,560 --> 00:50:05,400 which has gone higher as it's gone higher. 940 00:50:06,640 --> 00:50:11,280 I have, I have kind of small bags of pretty much everything. 941 00:50:11,600 --> 00:50:16,880 But I would say they're all like under, under, yeah, 30 to 50K 942 00:50:17,040 --> 00:50:18,920 on, on, on a lot of different stuff. 943 00:50:18,920 --> 00:50:22,760 So a lot of that stuff is down. Like I have some of I have some 944 00:50:22,760 --> 00:50:26,360 of alk, I have some of these. These could all go higher 945 00:50:26,360 --> 00:50:29,680 because the thing it's so difficult to tell with these 946 00:50:29,800 --> 00:50:32,120 sort of ones with devs, as I've said to you before, like I've 947 00:50:32,120 --> 00:50:35,760 made more money having very small bags or not very small, 948 00:50:35,760 --> 00:50:39,200 but like having bags with them and seen them run up and just 949 00:50:39,200 --> 00:50:41,240 like always having some exposure. 950 00:50:41,480 --> 00:50:44,360 Like when there's a new AI runner, I generally buy a little 951 00:50:44,360 --> 00:50:49,800 bit of it because I'm just like, generally it's they stick around 952 00:50:49,800 --> 00:50:52,120 a little bit more, particularly if it's like it looks different 953 00:50:52,120 --> 00:50:53,240 to some of the other stuff I've seen. 954 00:50:53,240 --> 00:50:57,440 So I have AI have like a portfolio of a long tail to my 955 00:50:57,440 --> 00:50:59,560 AI portfolio. And I quite like that. 956 00:50:59,560 --> 00:51:02,200 But in terms of the stuff I would buy, like right now, I 957 00:51:02,200 --> 00:51:04,880 don't think AI 60 is EV shapes. That's basically what I'm 958 00:51:04,880 --> 00:51:06,080 saying. If you want to buy a coin, which 959 00:51:06,080 --> 00:51:09,360 right today V shapes, I think that that's like there's a lot 960 00:51:09,360 --> 00:51:12,840 of thought around in today and I think that will take some time 961 00:51:12,840 --> 00:51:14,040 to digest. Although I do think it's 962 00:51:14,040 --> 00:51:18,600 probably the Best Buy long term just because it feels like going 963 00:51:18,600 --> 00:51:20,320 to be so ingrained. And if they do a launch pool 964 00:51:20,320 --> 00:51:24,880 starting like what Ava's doing, Ava's what Ava's doing is great, 965 00:51:24,880 --> 00:51:28,920 but you need, like you said, you need a good you need a good 966 00:51:28,920 --> 00:51:32,240 pipeline of projects that want to partner with you, which Ava, 967 00:51:32,720 --> 00:51:36,560 they have partnered with a few different projects, but AI16Z, 968 00:51:36,560 --> 00:51:41,760 it feels like it's going to have a much, much broader group of 969 00:51:41,760 --> 00:51:43,320 projects that might want to partner with them. 970 00:51:44,320 --> 00:51:46,440 You saw the success. What happened with hyper, right? 971 00:51:47,560 --> 00:51:51,440 Hyperfy. I don't even know a. 972 00:51:51,720 --> 00:51:55,080 Bit now, but. Yeah, people will see that and 973 00:51:55,080 --> 00:51:57,200 be like, right, we should partner with AI16Z. 974 00:51:58,000 --> 00:52:02,360 And now if they can create some sort of flywheel where the the 975 00:52:02,360 --> 00:52:05,840 Dow gets some plus stakers get some in some way, I think that's 976 00:52:05,840 --> 00:52:08,840 pretty. I think that's pretty. 977 00:52:09,000 --> 00:52:12,240 Is that right Hyper? Is that where is it? 978 00:52:14,520 --> 00:52:18,000 OK, OK, then I think that's a pretty good flywheel. 979 00:52:18,000 --> 00:52:19,840 And you might see a bunch of them do that, like Arc may do 980 00:52:19,840 --> 00:52:23,840 the same too, right? So the ones that are like that, 981 00:52:23,840 --> 00:52:26,000 which This is why I like the open source ones because they're 982 00:52:26,000 --> 00:52:28,320 generally going to attract like broader range of projects and 983 00:52:28,320 --> 00:52:30,960 they may be seen as a partner for like the application layer 984 00:52:30,960 --> 00:52:35,320 that that is built upon them. Hey, we've partnered with ARC, 985 00:52:35,320 --> 00:52:38,240 we've partnered with AI16Z to build our cool application. 986 00:52:38,520 --> 00:52:44,200 Stakers get stakers get it. If they're in the launch pool, I 987 00:52:44,200 --> 00:52:47,200 think that's, I can see how those tokens can can, can keep 988 00:52:47,200 --> 00:52:49,760 running actually pretty, pretty high. 989 00:52:50,200 --> 00:52:51,960 And then the memes, like you said that that's the other side 990 00:52:51,960 --> 00:52:54,360 of stuff where it's like limited execution risk in my opinion. 991 00:52:54,360 --> 00:53:01,960 So, but there are few, there are fewer bars I I see of those of 992 00:53:01,960 --> 00:53:06,280 those memes. That's basically where I where I 993 00:53:06,280 --> 00:53:09,680 where I was at, like the broader meme coin space. 994 00:53:09,800 --> 00:53:11,560 They are definitely getting affected by the broader meme 995 00:53:11,560 --> 00:53:13,160 coin space is basically what I'm saying. 996 00:53:13,880 --> 00:53:16,440 FARC coin being 25% down on the day. 997 00:53:17,520 --> 00:53:20,800 I reckon the there is a lot of overlap between broader soul 998 00:53:20,800 --> 00:53:25,880 meme coins and these meme coins. Whereas for these these infra 999 00:53:25,880 --> 00:53:28,760 plays, I actually think a lot of the meme coin traders rejected 1000 00:53:28,760 --> 00:53:32,680 them largely they only maybe came into the more recently. 1001 00:53:32,960 --> 00:53:39,760 So I think those might outperform sold doing like sorry 1002 00:53:39,760 --> 00:53:41,480 AI16Z doing what happened yesterday. 1003 00:53:41,480 --> 00:53:48,320 Is is is not great though? Sure, it's going to go settle 1004 00:53:48,320 --> 00:53:54,520 down. Yeah, that's so funny. 1005 00:53:54,920 --> 00:53:58,040 We'll we'll see where that goes. Listen, love to go over some 1006 00:53:58,040 --> 00:53:59,760 more topics, but looks like we're time here. 1007 00:53:59,760 --> 00:54:01,480 But there's not that much else going on, right? 1008 00:54:01,560 --> 00:54:04,880 So unless Tyler is something I missed, it's like life changing. 1009 00:54:04,880 --> 00:54:06,320 No, that that was the mixed stuff. 1010 00:54:07,080 --> 00:54:09,200 The code is bear. Hurry up, BEAR. 1011 00:54:09,280 --> 00:54:11,080 Bear we. Can talk about when it gets 1012 00:54:11,080 --> 00:54:12,600 closer. I think that the other side 1013 00:54:12,600 --> 00:54:16,560 metaverse that news was big and I think that's this that's like 1014 00:54:16,560 --> 00:54:17,880 a make or break a thing for you. So but. 1015 00:54:18,240 --> 00:54:19,640 Tomorrow, let's actually go about it. 1016 00:54:19,640 --> 00:54:22,240 Let's actually have a discussion about this tomorrow and how they 1017 00:54:22,240 --> 00:54:24,560 can integrate AI into it, I guess, or a bunch of stuff. 1018 00:54:24,560 --> 00:54:25,640 But let's talk about this tomorrow. 1019 00:54:26,040 --> 00:54:27,880 I'm excited about this AI accelerate thing that you 1020 00:54:27,880 --> 00:54:30,600 brought up say man Tyler, I think this is something people 1021 00:54:30,600 --> 00:54:32,080 should look into. I like it. 1022 00:54:32,800 --> 00:54:35,600 I like it a lot. I I like what they're I like 1023 00:54:35,600 --> 00:54:37,520 this. I I think it's really 1024 00:54:37,520 --> 00:54:40,040 interesting. We can get E Jazz on the show 1025 00:54:40,040 --> 00:54:40,640 and you know.