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Yo-yo, what up? 
What up? 

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Good morning, good morning, GMG.
Monday, December 16th, 2024. 

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Four. 
Four. 

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Look at that. 
Another beautiful day to have a 

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beautiful day. 
Oh my Lord, in the history of 

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being. 
Back. 

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I don't think we've ever been 
pissed back. 

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Tyler. 
Tyler, good morning. 

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How you doing today? 
We've never been backer for than

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we are right now and this 
weekend cemented it and man what

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a weekend it it was. 
What a. 

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Weekend for Pingus, for all of 
the ETH NFTS, we are back and 

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this is going to be a big week. 
Yeah, it's, it's, I mean, dude, 

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Gary Vee, bro. 
Not right now. 

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Let's go, Let's go. 
Let's first of the intros and 

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then get to the cover because we
got to talk about Gary Vee comes

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back and what does he buy a 
fucking cool cat? 

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Do you know the scenes in my 
household yesterday when that 

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happened? 
I mean that that was like that 

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was like the craziest thing to 
me. 

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Like it's like it's a guarantee.
There's a lot of people that he 

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goes back and is bad. 
The fucking cool cat dude. 

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That was crazy to me. 
I thought it'd be a punk, right,

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or something like that. 
Usually to send a signal or 

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Penguin, mind you, because it 
does, you know, Penguins coming.

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It's 100K. 
It's kind of a flex, right, Not 

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kind of it is a flex this stage 
150K, but no, a cool cat. 

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Anyways, so that was that was 
that was really the highlight 

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yesterday. 
Anyways, all right, today on the

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show today today. 
Well, look, we don't have Mendo,

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you know he's at the dentist. 
So for all the Portugal haters 

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out there, yes, there are 
dentists in Lisbon. 

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Boom, OK, and so meddles out 
Tyler and I in and so we're 

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going to go through the market 
quickly. 

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We had quite the probably a 
story. 

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Bitcoin hit another all time 
high. 

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It's edging, man, it's edging. 
We may hit more highs on the 

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show. 
By the way, it's 106 K. 

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So let's talk about this stuff. 
NFTS are back. 

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We have to talk a lot about NFTS
today, Tyler. 

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We we got to, we got to do 
extensive NFT conversation, 

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especially ahead of Pengu 
tomorrow. 

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Just quick question, do you guys
have an echo on my hand or is it

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me I. 
Don't have? 

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An echo. 
OK, perfect. 

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Thank you. 
And then so let's talk about 

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Penguin everything. 
Rumor has it, a flight list. 

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A flight list. 
Birdie told me that we may have 

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a massive show tomorrow morning,
so we won't go too deep into 

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pengu today. 
You know, a, a, a flightless 

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Flappy Bird. 
Hit me up but coming on tomorrow

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morning. 
And then last but not least, oh,

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there's no last but not least, 
there's no no guest right. 

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Sorry. 
I'm like so out of it. 

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I'm like so hype. 
No, there's no guest. 

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Amazing. 
So show partners as usual. 

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You know, this show is powered 
by galaxies, galaxies, galaxies,

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galaxies. 
Where's my I? 

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I need to just save these 
things, man, or just lend them 

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my heart. 
Jesus Christ, I sent them to 

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myself so I could stop asking 
Sims to like, bring him up for 

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me every time and. 
Always on the banners on the 

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right hand side you can see 
them. 

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You can. 
See them is it? 

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Inside stream yard. 
Oh wait, Seam is built in 

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monetization monetization tools.
Galaxies enables development of 

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sustainable long term 
communities fulfilling bitcoins 

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vision of the centralized. 
Your thing is going too slow for

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me to the freedom and 
independence from centralized 

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control. 
Check them out galaxies XYZ. 

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They're also the the team that 
behind the trump cards. 

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Speaking of which, man man, 
Trump is really really, really 

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sending our bags. 
We're going to have to to talk 

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about this and of course, shows 
also powered by fair side 

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network. 
You know, short and sweet. 

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You want you want to avoid 
getting wrecked, get your NFTS 

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get your crypto insured first 
side dot XYZ. 

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They have a product coming out 
this this this month and and you

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know they're good people. 
So anyways, anyways, anyways, 

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Tyler Tyler Tyler Tyler Tyler, 
let's go right into you here 

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with the with the recap because 
I feel like you have a lot to 

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talk about. 
Fortunately, NFT and crypto 

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analysis Tyler T on FOMO our 
calls the kid came in. 

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Yeah, for OK, you you let us in 
Trump's recent strategic Bitcoin

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reserve comments are being 
credited for this latest surge 

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Bitcoin over 105,000 closing 
back in on 106,000 and a new all

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time high at the same time. 
His world Liberty five team just

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continues to buy ETH D5 tokens 
Ondo their latest buy and it 

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seems like all of D Phi on ETH 
has been pumping in the past 

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week because of that hype man, 
the hype is real. 

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Jumped another 20% on the day to
26. 

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I think it might actually be 
closer to 27 now up over 100% on

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the week. 
MicroStrategy made it into the 

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NASDAQ 100, pushing that stock 
up over 400. 

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Also, Michael Saylor, the news 
came out this morning. 

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He bought more Bitcoin folks, 
this time an average of 100,000 

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and 300. 
So he just continues to buy. 

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It's just a weekly occurrence at
this point. 

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And then an interesting headline
that I didn't see over the 

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weekend. 
Crypto developer activity is 

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soaring in Asia, which is now 
home to 32% of total dev 

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activity in crypto. 
Guess what those devs favor? 

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They favor Solana over ETH, so I
think that is an important data 

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point in token AirDrop and 
protocol news. 

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Open C registered in the Cayman 
Islands, sparking wide 

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speculation that Open C token 
may indeed becoming folks that 

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also probably kicked off the 
weekend. 

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Abstract announced its main net 
launch for January 2025. 

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Mocha versus Mocha token was 
listened on up at the Korean 

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exchange and briefly soared 3X 
to 4 billion before settling 

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around 2 billion this morning. 
And then folks, shout out to 

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myriad, myriad user growth 
soaring with this pudgy Penguin.

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Well, I think 1000 new users 
live in the program in the 

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protocol yesterday. 
So I'd love to see that in AI 

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and crypto news, the overall AI 
market cap held steady at 10.6 

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billion, though most leaders 
were read except for virtuals, 

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man virtuals up another 17% to 
2.9 billion. 

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That's leading top AI that's 
leading almost every alt in 

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crypto except for hype. 
I think hype is the only token 

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on the board that that 
outperformed Virtual Park coin. 

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Also it's just an absolute 
monster ripping another 30%. 

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I saw the 840 ahead of the show.
Memes, AI, Kiki, Mana, St. 

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Fava, and Zods were top movers 
on the AI board. 

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All up 40 to 90% for coin. 
Leading mindshare. 

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AI XPT still next. 
AI XPT is hanging around then 

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ongoing. 
Quant continue to lead smart 

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engagement in memes and NFTS. 
Meme coin majors were red on the

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day. 
It seems to be just the 

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continuing trend that closed it 
down 10 to 20% week Peanuts 

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owner issued a cease and desist 
letter to Binance accusing him 

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violation so he's not happy. 
Oh my God. 

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Crazy is so weird. 
And NFTS, it's all green. 

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So for starters, $57 million in 
NFT volume on Ethereum on the 

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day we just printed, basically 
the highest week since March of 

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2024. 
And even those numbers I don't 

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really count. 
Just hit another high. 

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Yeah, sorry and. 
So ET volume is cooking. 

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All the leaders were green punks
are even, Pudgies are were 

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basically even. 
But everything else down the 

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board up 30 to 50% or more. 
Pudgies saw three sales over 100

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ETH yesterday, three of the top 
ten sales of all time. 

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And then, Oh yeah, Pingu's 
coming tomorrow. 

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Oh yeah, baby, do I? 
Do I get pingo for this thing? 

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If you scan the QR code. 
There is so many toys you guys 

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can't see because these two 
boxes, there's like 2. 

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They're like behind each other. 
There's like so many toys in 

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these things. 
It's like endless amount of 

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toys. 
I love it. 

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It's the original toys those. 
Might be 5 figure boxes. 

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You're going to have to go 
through those. 

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OK, nice. 
OK, very nice, very nice. 

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I I'm definitely hoping for 
that. 

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That would be fun anyways. 
All right, Tyler, listen, let's 

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start with let's start with big 
daddy Bitcoin here. 

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Let's start with big daddy 
Bitcoin here because it's it's 

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trying to push for another all 
time high as we're talking on 

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the show. 
So clearly something's working. 

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So strategic reserve, huh? 
You know what's crazy to me? 

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It's like the man is still 
president to be right, to be or 

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not to be right, That is the 
question. 

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But he definitely will be 
president on January 16th, I 

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believe, right? 
And so he's talking about the 

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strategic reserve, talking about
how you know, Bitcoin is going 

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to be at $150,000 very early in 
his presidency. 

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His son Eric pretty sure is his 
VP of his campaign, right? 

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Talking about $1,000,000 Bitcoin
under his father's presidency. 

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And the weekends exactly a week 
from now, we're talking about 92

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K Bitcoin Jan 20th. 
Thank you Joe bites. 

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So look at this. 
I mean, who would have thought, 

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right, That we're at another all
time high today. 

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I know like the like the catch 
phrase is like, you know, this 

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time is different is a silly 
thing to say and you're always 

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wrong when you say that. 
But Mike, this time feels 

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different. 
We we are entering a pro crypto 

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American administration where 
crypto has been shunned and and 

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actively stepped down for for 
years and that's about to flip. 

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It seems like a strategic 
Bitcoin reserve is very, very 

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non zero to happen at this 
point. 

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And even if it doesn't happen at
a national level, we already 

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have states doing it. 
So Texas is pursuing it, 

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Pennsylvania is pursuing it. 
So that chatter is is growing by

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the day and Bloomberg Bitcoin is
all over their terminal this 

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00:09:46,240 --> 00:09:51,360
morning really are are Bitcoin. 
So like the the signals are just

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getting so much louder. 
And if you are a a boomer or 

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someone who's been sidelined and
you saw the 100K number and 

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you're like, I'll get to it in 
January. 

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Now you're seeing 106,000 and 
you're. 

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Like. 
Your heart starts to to race a 

189
00:10:07,280 --> 00:10:09,320
little bit. 
You're like, oh shit, I'm am I 

190
00:10:09,320 --> 00:10:12,680
going to miss the move? 
And like that's where a 

191
00:10:12,680 --> 00:10:15,680
potential like Santa rally, FOMO
rally can really start to 

192
00:10:15,680 --> 00:10:17,240
accelerate. 
It's like, I know that feeling 

193
00:10:17,240 --> 00:10:19,680
because that's where I was in 
December 2020, because I'd made 

194
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the decision to buy, but I was 
slow and I wasn't like actually.

195
00:10:23,720 --> 00:10:28,160
We have the same story, yeah. 
And then then you see that 23 K 

196
00:10:28,160 --> 00:10:30,880
and the next day is 24K and then
the next day is 25 K and you're 

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00:10:30,880 --> 00:10:32,840
like oh God. 
And you're like, wait, I'm 

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00:10:32,840 --> 00:10:34,320
starting to become late to this 
thing. 

199
00:10:34,320 --> 00:10:38,240
And you're like, wait, why am I 
waiting for an, an arbitrary 

200
00:10:38,240 --> 00:10:41,600
date to start buying like Jan 
1st, 2021? 

201
00:10:41,600 --> 00:10:44,040
Like, why are you waiting for 
this like number on the board? 

202
00:10:44,440 --> 00:10:47,440
We can just buy it now. 
That was me in December 2020. 

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I had done like a ton of 
research on it. 

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00:10:49,960 --> 00:10:51,800
I was super bullish and I just 
never bought because I didn't 

205
00:10:51,800 --> 00:10:55,080
have the balls to buy crypto 
until like really late. 

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00:10:55,200 --> 00:10:56,240
Well, I thought it was late 
clearly. 

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00:10:56,240 --> 00:11:00,080
And I think we fixed that. 
But, you know, it's it's never 

208
00:11:00,080 --> 00:11:02,320
too late to get involved in this
industry, which is really like 

209
00:11:02,320 --> 00:11:03,480
the big lesson here. 
And you're right. 

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And guess what? 
So 106 K is not enough to follow

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00:11:07,000 --> 00:11:09,080
them in. 
Well, they'll love it. 125 K on 

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00:11:09,080 --> 00:11:10,880
Christmas Eve. 
So yeah. 

213
00:11:11,920 --> 00:11:13,880
It's just going to keep. 
Going so many people are just 

214
00:11:13,880 --> 00:11:16,720
racing to to figure out where 
the top is. 

215
00:11:17,280 --> 00:11:19,400
And I think there's there is a 
very real scenario where like 

216
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this is the first like 100K is 
the first inning in the March to

217
00:11:22,760 --> 00:11:24,800
a million, which is multi year 
March. 

218
00:11:24,840 --> 00:11:27,000
Like, I'm not saying that's 
going to happen, you know, 

219
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rapidly. 
The waddle to a million 

220
00:11:28,880 --> 00:11:30,520
continues. 
I mean look at this, is this all

221
00:11:30,520 --> 00:11:33,320
time high again? 
Are we live hitting all time 

222
00:11:33,320 --> 00:11:36,040
highs during the summer? 
A. 106, a hundred and six 180 

223
00:11:36,040 --> 00:11:37,480
Yeah, I'm pretty sure we just 
did again. 

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00:11:38,640 --> 00:11:41,640
Kobe posted yesterday in in the 
very near future, we're going to

225
00:11:41,640 --> 00:11:44,080
see new all time highs every 
single day. 

226
00:11:44,520 --> 00:11:46,000
Yeah, I mean, that's what 
happens. 

227
00:11:46,880 --> 00:11:48,440
That's what happens in bull 
markets and I don't think I 

228
00:11:48,440 --> 00:11:50,400
think people still have bear 
market PTSD. 

229
00:11:50,400 --> 00:11:52,000
Actually they do because I was 
talking to a good friend of mine

230
00:11:52,000 --> 00:11:54,480
who was like big ape, like he's 
crazy. 

231
00:11:54,480 --> 00:11:55,840
Like he just apes shit all the 
time. 

232
00:11:56,120 --> 00:11:59,200
And even he was like, oh, but 
what if I'm like, dude, shut up.

233
00:11:59,720 --> 00:12:00,360
He's like what? 
What? 

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00:12:00,360 --> 00:12:03,200
I'm like, take that PTSD, throw 
it out the door. 

235
00:12:03,720 --> 00:12:06,280
You know, it's like, I still 
have that PTSD and I think a lot

236
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of people still have it because,
well, because it still hasn't 

237
00:12:09,160 --> 00:12:11,600
made a high. 
I mean, it says 4K is amazing, 

238
00:12:11,600 --> 00:12:13,040
right? 
You're going to love it at $5000

239
00:12:13,040 --> 00:12:15,320
on Christmas Eve as well. 
But like, I think it's because 

240
00:12:15,320 --> 00:12:17,840
of those reasons, right? 
It's because it's heavily 

241
00:12:17,840 --> 00:12:19,960
Bitcoin LED rally. 
I think if Mando was here this 

242
00:12:19,960 --> 00:12:22,280
morning, he'd be talking to us 
about BTC dominance, right? 

243
00:12:23,200 --> 00:12:25,240
So I think it's probably because
of that. 

244
00:12:25,240 --> 00:12:29,360
But you know, at some point you 
got to let go of that PTSD and 

245
00:12:29,360 --> 00:12:32,960
just, you know, accept the bull 
market into your heart and your 

246
00:12:32,960 --> 00:12:36,240
soul. 
So I, I, I wrote about this for 

247
00:12:36,240 --> 00:12:38,040
the newsletter this morning. 
I'll share a couple of quotes. 

248
00:12:38,040 --> 00:12:40,040
So one just from Trump. 
These are comments from last 

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00:12:40,040 --> 00:12:41,320
week. 
We're going to do something 

250
00:12:41,320 --> 00:12:43,480
great with crypto because we 
don't want China or anybody 

251
00:12:43,480 --> 00:12:45,480
else, not just China, but others
are embracing it. 

252
00:12:45,480 --> 00:12:48,000
We want to be that. 
So like that's his new mantra, 

253
00:12:48,000 --> 00:12:49,240
right? 
He's going to continue to bull 

254
00:12:49,240 --> 00:12:52,520
post it. 
We have Tony Sycamore and an 

255
00:12:52,520 --> 00:12:55,240
investment analyst saying we're 
in blue sky territory here. 

256
00:12:55,240 --> 00:12:58,600
The next figure of the market 
will be looking for is 110,000. 

257
00:12:58,600 --> 00:13:00,600
The pullback that a lot of 
people were waiting for just 

258
00:13:00,600 --> 00:13:03,520
didn't happen because we've got 
this news. 

259
00:13:03,920 --> 00:13:06,160
And then I think part the, the 
most important signal is from 

260
00:13:06,160 --> 00:13:08,040
Lucas Schweiger. 
He's a digital asset research 

261
00:13:08,040 --> 00:13:11,680
manager at at bank Signal. 
He said camp campaign promises 

262
00:13:11,680 --> 00:13:14,640
to make the US the crypto 
capital of the planet might be 

263
00:13:14,640 --> 00:13:17,480
viewed as political posturing. 
But the crypto Advisory Council 

264
00:13:17,480 --> 00:13:19,480
proposal, along with the rumors 
of Trump being several 

265
00:13:19,480 --> 00:13:21,400
heavyweights of the crypto 
industry such as Brian 

266
00:13:21,400 --> 00:13:24,800
Armstrong, sends a signal that 
the new admin is paying serious 

267
00:13:24,800 --> 00:13:27,600
attention and sees the 
opportunities for the US 

268
00:13:27,600 --> 00:13:30,960
economy. 
And I think that is is changing 

269
00:13:30,960 --> 00:13:32,720
my mindset a bit too. 
So I think there was a point in 

270
00:13:32,720 --> 00:13:35,600
time where I thought perhaps it 
was just political posture. 

271
00:13:35,800 --> 00:13:38,600
Like when Trump gave the Bitcoin
Nashville speech and it was fun 

272
00:13:38,600 --> 00:13:41,040
and he ended it with go have fun
with your bitcoins. 

273
00:13:41,480 --> 00:13:44,880
It's kind of felt like he was 
there to just appease people. 

274
00:13:44,960 --> 00:13:48,880
But but now it, it actually 
feels much more serious to me. 

275
00:13:49,000 --> 00:13:52,000
And like, they are actively 
meeting with all these crypto 

276
00:13:52,000 --> 00:13:57,920
leaders they are appointing, he 
is appointing pro crypto leaders

277
00:13:58,120 --> 00:14:00,240
to serious positions in his 
cabinet. 

278
00:14:01,080 --> 00:14:03,440
And it, it, it feels like a 
paradigm shift. 

279
00:14:03,440 --> 00:14:05,120
It it. 
It really does. 

280
00:14:05,440 --> 00:14:08,520
Yeah, definitely, definitely. 
Well, let me tell you something 

281
00:14:09,280 --> 00:14:11,800
for the for you were talking 
about boomers entering the 

282
00:14:11,800 --> 00:14:13,480
Bitcoin markets. 
One thing's for sure, this 

283
00:14:13,480 --> 00:14:16,680
morning they woke up and they're
entering the Far Coin markets as

284
00:14:16,800 --> 00:14:18,920
FAR coin actually just became 
the biggest AI coin. 

285
00:14:21,600 --> 00:14:23,080
It's out there. 
I think virtuals are still above

286
00:14:23,080 --> 00:14:26,440
it technically. 
Oh yeah, I just went off of this

287
00:14:26,440 --> 00:14:28,920
like Cook tweet because I guess 
there's no virtuals in in that 

288
00:14:28,920 --> 00:14:31,040
in that category in there, but. 
OK. 

289
00:14:32,640 --> 00:14:37,080
Wow. 16 Z It did. 
It's just man, I think I said 

290
00:14:37,080 --> 00:14:40,640
this Friday, I don't want. 
I'm like, I'll keep pounding the

291
00:14:40,640 --> 00:14:41,400
table. 
That's fine. 

292
00:14:41,720 --> 00:14:43,480
This thing gets funnier the 
higher it goes. 

293
00:14:43,480 --> 00:14:44,800
I mean, what a candle this was 
right? 

294
00:14:44,800 --> 00:14:47,720
Wait so someone dumped like 
$2,000,000 in one clip and then?

295
00:14:48,720 --> 00:14:53,520
2 million, like full stack FSH 2
million, it touched 500 million 

296
00:14:54,120 --> 00:14:57,240
and then it just reversed with a
$350 million monster. 

297
00:14:57,240 --> 00:15:00,000
For 71% candle on the back of 
it, it's like, I mean, obviously

298
00:15:00,000 --> 00:15:02,320
you it's you can't really catch 
that right that way. 

299
00:15:02,840 --> 00:15:05,360
So realistically you catch it 
like here, but it's still like 

300
00:15:05,360 --> 00:15:09,320
40%. 600 was the buy level all 
weekend. 

301
00:15:09,320 --> 00:15:11,120
Actually, Mando said that to us.
Right, he did. 

302
00:15:11,120 --> 00:15:14,080
He literally did. 
That's where you are meant to 

303
00:15:14,080 --> 00:15:15,680
buy. 
Those were his exact words. 

304
00:15:15,720 --> 00:15:17,280
Yeah. 
And if you bought there, you're 

305
00:15:17,280 --> 00:15:20,680
happy. 
And I, I've been thinking a lot 

306
00:15:20,680 --> 00:15:24,560
about this, the the cries of our
coin being the coin of the cycle

307
00:15:24,560 --> 00:15:28,680
are getting louder and people 
are starting to believe it. 

308
00:15:29,480 --> 00:15:33,880
And my mental model is it does a
whiff like run into Q1 where it 

309
00:15:33,880 --> 00:15:36,600
goes to 3:00 to 5:00. 
And if you look at the meme coin

310
00:15:36,600 --> 00:15:41,480
board right now, it is open air 
between whiff and balk at 3 and 

311
00:15:41,480 --> 00:15:42,320
Pepe at 10. 
So. 

312
00:15:42,440 --> 00:15:43,760
That's what we were talking 
about, right? 

313
00:15:43,760 --> 00:15:45,800
So Friday night, obviously we 
did a little night stream, which

314
00:15:46,360 --> 00:15:48,280
for those of you who asked for 
more, you're going to get a 

315
00:15:48,280 --> 00:15:50,360
bunch this week probably. 
So like we were like, it was 

316
00:15:50,360 --> 00:15:52,240
like, you mean, I mean you 
hopped in for a little bit, then

317
00:15:52,240 --> 00:15:55,000
Mando and I were like on for 
three hours whiz KBM and stuff. 

318
00:15:55,440 --> 00:15:57,440
But like one of the stuff that 
we talked about a lot was like, 

319
00:15:57,440 --> 00:16:00,800
So what is going to be the next 
like because it nobody's 

320
00:16:00,800 --> 00:16:03,720
dethroned that like Wiff and 
bonk play yet, right on the 

321
00:16:03,720 --> 00:16:07,120
Solana side, like pop cat has 
that immense trouble at these 

322
00:16:07,120 --> 00:16:10,120
levels, like insane, like it's 
just not, you know, going higher

323
00:16:10,120 --> 00:16:12,000
here. 
It probably will, but you know 

324
00:16:12,000 --> 00:16:16,160
it hasn't, you know, peanut, 
goat and chill guy, because I'm 

325
00:16:16,160 --> 00:16:17,480
looking at the comments still 
haven't. 

326
00:16:17,480 --> 00:16:19,880
And like peanut and chill guy 
here obviously are getting hurt 

327
00:16:19,880 --> 00:16:24,600
by the CND thing. 
And then, you know, Mando seems 

328
00:16:24,600 --> 00:16:27,560
to think goat is the one. 
Obviously My Portfolio agrees 

329
00:16:27,560 --> 00:16:29,080
with him, though. 
I was kind of annoyed because 

330
00:16:29,080 --> 00:16:31,520
like we were on the way to 
billion the other night and I 

331
00:16:31,520 --> 00:16:33,120
don't know why. 
Like we're back down hammer. 

332
00:16:33,120 --> 00:16:36,480
It's like sub 800 million story 
of this goat bag. 

333
00:16:36,560 --> 00:16:38,680
The thing with goat when it rips
is gonna RIP. 

334
00:16:38,920 --> 00:16:40,720
But like, what coin do you think
in chat? 

335
00:16:40,720 --> 00:16:42,440
I'm curious what you guys think 
in the comments. 

336
00:16:43,120 --> 00:16:46,280
What's going to be the Solana 
coin Has to be Solana that 

337
00:16:47,080 --> 00:16:51,760
breaks that level, or is it just
not going to happen like you 

338
00:16:51,760 --> 00:16:53,840
know? 
I guess the risk perhaps, I 

339
00:16:53,840 --> 00:16:56,600
don't know if risk is the right 
word, but there is a Solana coin

340
00:16:56,600 --> 00:16:58,760
that's probably going to break 
that and it's Pingu and it's 

341
00:16:58,760 --> 00:17:01,960
going to open there tomorrow. 
So I guess Pingu, I mean Pingu 

342
00:17:02,040 --> 00:17:05,000
is trading at 5 billion right 
now on pre market. 

343
00:17:05,119 --> 00:17:08,640
And yes, pre market grain of 
salt, but it, it did $1,000,000 

344
00:17:08,640 --> 00:17:10,680
in pre Market Volume in the past
24 hours. 

345
00:17:10,680 --> 00:17:13,200
So that's not 40K in volume, 
right? 

346
00:17:13,200 --> 00:17:15,839
Like that, that's, that's more 
volume than all the runes did. 

347
00:17:16,640 --> 00:17:19,119
So and we and we quote runes 
market caps, right? 

348
00:17:19,160 --> 00:17:20,960
So I think it's going to be 
volatile tomorrow. 

349
00:17:20,960 --> 00:17:24,280
It wouldn't be surprising if, if
we open 40% lower than that and 

350
00:17:24,280 --> 00:17:28,040
it goes to like 3, even 2.5, you
know, wouldn't surprise me. 

351
00:17:28,040 --> 00:17:29,560
But I don't think it's opening 
at a billion. 

352
00:17:31,200 --> 00:17:33,600
I mean, at this stage, you know,
we can make predictions if we 

353
00:17:33,600 --> 00:17:35,520
want, obviously, because I don't
think we'll be able to make them

354
00:17:35,520 --> 00:17:39,120
tomorrow on the show, but like, 
yeah, because it's going to be 

355
00:17:39,120 --> 00:17:42,240
live. 
Wow, all time high dude, come on

356
00:17:42,240 --> 00:17:43,960
I. 
Want to talk about I want to 

357
00:17:44,080 --> 00:17:46,280
come back to E too when when we 
have a second. 

358
00:17:46,760 --> 00:17:48,680
Yeah, let's go. 
So let's let's just finish this 

359
00:17:48,680 --> 00:17:50,080
on, on Pangu because it's 
tomorrow. 

360
00:17:50,080 --> 00:17:52,600
So they announced today, right 
that it's going to open up with 

361
00:17:52,760 --> 00:17:55,640
with finance right off the bat. 
I think you know, that was kind 

362
00:17:55,640 --> 00:17:56,640
of obvious. 
Like I don't think they would 

363
00:17:56,640 --> 00:17:58,280
have done anything smaller than 
that, right? 

364
00:17:58,280 --> 00:18:00,440
I'm not surprised if he'd been 
against going base down the line

365
00:18:00,440 --> 00:18:03,400
etcetera etcetera, etcetera, 
which is huge news starts 

366
00:18:03,400 --> 00:18:08,320
trading for spot to March 14 100
UTC, which I believe is 9:00 AM 

367
00:18:08,320 --> 00:18:12,600
right 14 UTC to 9:00 AM Eastern.
So an hour before the show then 

368
00:18:12,600 --> 00:18:14,200
obviously we'll all be on the 
show here. 

369
00:18:14,520 --> 00:18:17,040
What are your predictions? 
So I was saying on on on on 

370
00:18:17,040 --> 00:18:21,640
Friday night. 
So bear base bull. 

371
00:18:21,680 --> 00:18:25,960
I want to see comments here from
what y'all think so my bear case

372
00:18:25,960 --> 00:18:29,240
is 1 billion open. 
It's a billion dollars and 

373
00:18:29,240 --> 00:18:31,520
anything on their billion. 
I will be Max bidding at the 

374
00:18:31,520 --> 00:18:33,680
detriment of my other bags is 
what it is. 

375
00:18:34,520 --> 00:18:41,320
My my my base case is my base 
case is is is five bill. 

376
00:18:41,320 --> 00:18:44,520
I know that sounds crazy as I 
genuinely it's $5 billion token 

377
00:18:45,040 --> 00:18:46,760
and the bull case. 
I mean you got to go absurd, 

378
00:18:46,760 --> 00:18:47,640
right, because that's your bull 
case. 

379
00:18:47,640 --> 00:18:49,400
It's like $20 billion. 
You know what I mean? 

380
00:18:49,400 --> 00:18:50,760
Like you got to go big. 
Like, what do you think? 

381
00:18:53,120 --> 00:18:55,880
Yeah, I mean, I, I think my my 
original mindset was like this 

382
00:18:55,880 --> 00:19:00,680
could open up at like 500 
million and I think people will 

383
00:19:00,680 --> 00:19:04,280
be racing to buy at that number,
which is partially why I don't 

384
00:19:04,280 --> 00:19:06,200
think it really goes underneath 
that. 

385
00:19:08,600 --> 00:19:14,800
I mean, the the bear case is 
some, you know, bad macro event 

386
00:19:14,800 --> 00:19:18,400
happens like perhaps the Fed 
doesn't cut rates and perhaps 

387
00:19:18,400 --> 00:19:20,080
something with weird happens 
with the drones. 

388
00:19:20,080 --> 00:19:21,880
I don't know. 
But but something shakes the 

389
00:19:21,880 --> 00:19:25,040
market and it and it ends up 
being a bad day to launch, which

390
00:19:25,760 --> 00:19:26,720
I'm not. 
I don't think that's going to 

391
00:19:26,720 --> 00:19:27,800
happen. 
But that's a bear case. 

392
00:19:28,160 --> 00:19:35,120
I think my neutral case is now 2
to 2.5 billion. 

393
00:19:35,480 --> 00:19:39,040
OK. 
Bull case like near term is five

394
00:19:39,040 --> 00:19:41,600
plus and then long term? 
No, you got a bull case, You got

395
00:19:41,600 --> 00:19:44,880
to go bull Hail Mary. 
Yeah, yeah, I think it goes 

396
00:19:44,880 --> 00:19:46,840
higher than apron did. 
Yeah. 

397
00:19:46,840 --> 00:19:49,120
So what was apron? 
I went to 26 bucks I forget what

398
00:19:49,120 --> 00:19:51,240
the FDV was at 26 that. 
Was 26 billion. 

399
00:19:52,040 --> 00:19:53,480
Really. 
Yeah. 

400
00:19:54,120 --> 00:19:59,360
OK, what's apron at one 1/2? 
I mean, so it's apron is still 

401
00:19:59,360 --> 00:20:02,720
1.8 billion. 
Yeah, that's crazy, right? 

402
00:20:02,840 --> 00:20:07,440
I yeah, I wouldn't be surprised.
How much are Pejic Penguins at 

403
00:20:07,440 --> 00:20:11,560
right now, 100 And it's so funny
how KBM ripped $100,000 Penguin 

404
00:20:11,560 --> 00:20:14,920
the other day on the show and 
he's still up on like, how crazy

405
00:20:14,920 --> 00:20:21,440
is this market, dude, that you 
buy $102,000 JPEG and it's up on

406
00:20:21,440 --> 00:20:24,280
the Monday. 
You don't see that often, man, 

407
00:20:24,280 --> 00:20:25,840
that that's a bull market thing,
right? 

408
00:20:25,840 --> 00:20:28,320
Like, it's pretty wild. 
This is bull market numbers. 

409
00:20:28,320 --> 00:20:32,160
I mean 24,000 ETH traded in 
pudgies in the last seven days. 

410
00:20:32,720 --> 00:20:34,920
So it looks like someone just 
dumped a lot so that we might be

411
00:20:34,920 --> 00:20:38,080
going a little bit lower just 
near term, but they're at 32 ETH

412
00:20:38,080 --> 00:20:38,960
right now. 
So that's. 

413
00:20:38,960 --> 00:20:39,960
Yeah. 
I mean, you're going to see some

414
00:20:39,960 --> 00:20:42,680
retracement on the on the on the
Penguin assets tomorrow morning.

415
00:20:43,440 --> 00:20:47,840
That's 125K per per pudgy, which
was a number. 

416
00:20:47,840 --> 00:20:52,400
Man, that was hard to fathom a 
year ago unless you were like a 

417
00:20:52,400 --> 00:20:55,680
real true believer, right? 
Yeah. 

418
00:20:57,040 --> 00:21:00,360
So my my current hot take, maybe
it's not that hot. 

419
00:21:01,080 --> 00:21:02,960
I think well, it's going to be 
volatile. 

420
00:21:02,960 --> 00:21:05,640
I think we're going to see the 
sharp dip when the token comes 

421
00:21:05,640 --> 00:21:08,760
out. 
I think we're going to V shape 

422
00:21:09,200 --> 00:21:12,680
and I do think we'll we'll hit 
new all time highs post Pingu. 

423
00:21:14,800 --> 00:21:17,720
All right, well, well, let's see
what happens then anyway, so 

424
00:21:17,720 --> 00:21:20,360
let's talk about Ethereum, 
right, Because that's this was 

425
00:21:20,400 --> 00:21:23,200
we've been we've been, you know,
we've been singing a lot on the 

426
00:21:23,200 --> 00:21:25,960
show, like, you know, pay 
attention, You know that there 

427
00:21:25,960 --> 00:21:30,160
was the other asset that has, 
you know, institutional capital 

428
00:21:30,520 --> 00:21:34,720
flowing in besides Bitcoin and 
it's Ethereum, right, and now 

429
00:21:34,720 --> 00:21:37,880
you have, you know, the 
president to be his team that is

430
00:21:37,880 --> 00:21:41,320
Max bidding on chain. 
You know, Ethereum Ave. 

431
00:21:41,560 --> 00:21:43,840
Ondo. 
I mean, world liberty finance is

432
00:21:43,840 --> 00:21:45,760
literally an Ethereum protocol, 
right? 

433
00:21:45,760 --> 00:21:48,400
It's literally an Ethereum 
project, right? 

434
00:21:49,440 --> 00:21:52,040
And now you have all of a sudden
like these inflows that are 

435
00:21:52,040 --> 00:21:54,200
absolutely insane you can find 
on DJs dot finance. 

436
00:21:54,200 --> 00:21:57,000
That's what we use as a tool to 
track everything, by the way. 

437
00:21:57,840 --> 00:22:01,840
But you know, now they're big. 
So ETH hit 4K yesterday. 

438
00:22:01,840 --> 00:22:08,000
Now what? 
Now what's going to happen? 

439
00:22:08,080 --> 00:22:11,040
I, I mean, I think the inflows 
are just going to accelerate. 

440
00:22:11,120 --> 00:22:13,680
I think that that's the bull 
case for ETH in the near term. 

441
00:22:14,440 --> 00:22:18,360
And I don't know, we shared, I 
shared the bet on Twitter 

442
00:22:18,360 --> 00:22:20,360
yesterday. 
ETH all time high in 2024. 

443
00:22:20,360 --> 00:22:24,360
You can get it at 19% right now,
5 to one return. 

444
00:22:24,360 --> 00:22:28,080
You need a 20% move kind of like
that. 

445
00:22:29,320 --> 00:22:31,160
Like, I mean, it's, it's 
definitely a long shot bet, 

446
00:22:31,200 --> 00:22:33,520
right? 
Like I it's, it's definitely a 

447
00:22:33,520 --> 00:22:37,280
dog. 
But to get a 5 to one return if 

448
00:22:37,280 --> 00:22:41,360
he pumps 20% from here with 
Bitcoin clearly is going higher.

449
00:22:42,440 --> 00:22:46,560
And it seems like the BlackRock 
has moved on to buying E They're

450
00:22:46,560 --> 00:22:48,600
not stopping buying Bitcoin by 
any means. 

451
00:22:48,600 --> 00:22:51,640
But it looks like, I mean if you
look at the EI mean look at this

452
00:22:51,640 --> 00:22:54,640
the flows right like the the 
last 10 days were the biggest in

453
00:22:54,640 --> 00:22:57,280
history. 
Yeah, it was, it was a lot. 

454
00:22:57,280 --> 00:23:00,680
I mean look at all December like
December 3rd 132 then 100 and 

455
00:23:00,680 --> 00:23:05,520
67400 and 28831 forty 
730-510-2273. 

456
00:23:05,520 --> 00:23:08,520
Those are 1,000,000 right. 
So it's it's a lot by the way, 

457
00:23:08,520 --> 00:23:10,960
just FY we we're aware that 
Twitter's down. 

458
00:23:10,960 --> 00:23:14,520
Actually Twitter went down like 
all of Twitter had an outage. 

459
00:23:14,640 --> 00:23:16,480
My spaces still says it's live 
though. 

460
00:23:16,840 --> 00:23:19,800
If you're on Twitter spaces 
specifically not the broadcast, 

461
00:23:19,800 --> 00:23:22,680
give me some thumbs up. 
If you can hear me 'cause I know

462
00:23:22,680 --> 00:23:25,680
it says it's down for you guys, 
but it's I'm still rolling here 

463
00:23:26,360 --> 00:23:29,560
and also YouTube is always up 
love Elon, but you know we're 

464
00:23:29,560 --> 00:23:31,680
we're live on YouTube every day 
on the rug video YouTube. 

465
00:23:31,680 --> 00:23:35,320
So make sure y'all subscribe to 
the YouTube because we're live 

466
00:23:35,320 --> 00:23:36,960
there. 
Just look up rug radio. 

467
00:23:37,560 --> 00:23:42,680
Look up rug radio on YouTube. 
We are live there and it seems 

468
00:23:42,680 --> 00:23:46,600
going to make a post about it. 
But let's you know you can find 

469
00:23:46,600 --> 00:23:49,520
us on YouTube very easily all 
the time. 

470
00:23:49,520 --> 00:23:50,560
OK, so they can hear me on 
space. 

471
00:23:50,560 --> 00:23:51,560
It's cool. 
I got some thumbs up. 

472
00:23:51,560 --> 00:23:54,120
OK, we're good. 
Sorry Tyler, just have to fix 

473
00:23:54,160 --> 00:23:55,920
this. 
Yeah, just refresh your Twitter.

474
00:23:55,920 --> 00:23:59,200
It's so funny that Twitter went 
down the drones. 

475
00:23:59,560 --> 00:24:01,200
This is what we do not need 
right now. 

476
00:24:01,800 --> 00:24:03,280
Everything is good. 
What? 

477
00:24:03,280 --> 00:24:08,160
Happens to crypto if all of. 
If the drones take out Twitter, 

478
00:24:08,160 --> 00:24:12,160
we we might see some near term 
well, actually, I mean the 

479
00:24:12,160 --> 00:24:13,560
crypt. 
It might just be a reminder of 

480
00:24:13,560 --> 00:24:17,120
how small the crypto Twitter 
bubble is compared to this the 

481
00:24:17,120 --> 00:24:21,440
larger crypto user base. 
We just know what we do on a 

482
00:24:21,440 --> 00:24:22,240
daily basis. 
Oh. 

483
00:24:22,920 --> 00:24:26,480
My God, dude, Anyway, So what 
what what we say we were talking

484
00:24:26,480 --> 00:24:27,000
about ETH. 
Yeah. 

485
00:24:27,000 --> 00:24:29,000
So what do we think here? 
What do what do we? 

486
00:24:29,120 --> 00:24:33,480
I think this I'm like kind of 
shocked that that it's like not 

487
00:24:33,480 --> 00:24:37,000
performing well versus Bitcoin 
here, not going to lie. 

488
00:24:37,120 --> 00:24:38,880
But I guess we should have 
expected that. 

489
00:24:39,480 --> 00:24:43,280
We have 10 more ETF trading 
sessions probably before this 

490
00:24:43,280 --> 00:24:47,240
the year ends. 
If the flows accelerate. 

491
00:24:47,840 --> 00:24:53,720
I think we're getting to 4400. 
Then a moment, yeah, I think 

492
00:24:53,720 --> 00:24:55,320
there's a shot we go to all time
high. 

493
00:24:55,800 --> 00:24:58,360
This is crazy though, like every
time you think it's going to 

494
00:24:58,360 --> 00:25:01,720
reverse here, Bitcoin just comes
in and steps up and just takes 

495
00:25:01,720 --> 00:25:04,560
over all the all the attention. 
There's this like there's this 

496
00:25:04,560 --> 00:25:08,360
like bet here, right? 
Ethereum all time high 2024. 

497
00:25:08,360 --> 00:25:11,200
I'm tempted like what? 
What do they consider all time 

498
00:25:11,200 --> 00:25:15,560
high here 04868? 
Yeah, that's a big number, 

499
00:25:15,560 --> 00:25:16,000
right? 
I can. 

500
00:25:16,000 --> 00:25:18,200
I said it was 4600 in my mind. 
I don't know why. 

501
00:25:18,800 --> 00:25:25,800
A full 20% move is is big. 
Yeah, it's a 20% move. 

502
00:25:27,200 --> 00:25:30,800
Is it though like in the bull 
market 20% move on the major is 

503
00:25:30,800 --> 00:25:32,280
like? 
I mean, just catch on. 

504
00:25:32,400 --> 00:25:35,360
Bitcoin's up seven half percent 
on the week and eats up 1.5. 

505
00:25:35,360 --> 00:25:38,240
So no, it's got 6% just to catch
up. 

506
00:25:40,080 --> 00:25:44,160
Yeah, but I don't know. 
I mean, of course it's less and 

507
00:25:44,160 --> 00:25:49,480
less likely by the day here. 
Yeah, it's crazy because then 

508
00:25:49,480 --> 00:25:52,760
tomorrow, like we'll see like 
some catalyst and then ETH we'll

509
00:25:52,760 --> 00:25:55,440
be at like 4300 and be like, 
fuck, it's actually happening. 

510
00:25:55,440 --> 00:26:00,320
You know what I mean? 
Like it's, it's exactly like 20%

511
00:26:00,320 --> 00:26:04,040
is like someone said 20% is like
one good day of work in a bull 

512
00:26:04,040 --> 00:26:06,040
market. 
Like that's not wrong. 

513
00:26:06,400 --> 00:26:10,480
You know what I mean? 
Like I, I almost want to take 

514
00:26:10,480 --> 00:26:12,440
that bet for fun. 
You don't have to decide, right?

515
00:26:12,440 --> 00:26:15,960
Like, I almost want to take that
market because like, look, $1000

516
00:26:15,960 --> 00:26:20,000
to return 5K I've, I've, I've, 
I've, you know, I've taken worst

517
00:26:20,000 --> 00:26:23,040
bets, you know? 
Same. 

518
00:26:23,040 --> 00:26:24,920
It's a fun bet it's going to be 
fun to root for. 

519
00:26:26,200 --> 00:26:27,320
I might have to join you on 
that. 

520
00:26:27,320 --> 00:26:30,200
One yeah, maybe we take it fuck 
it that way it makes something 

521
00:26:30,200 --> 00:26:31,840
fun until the end of the of the 
year. 

522
00:26:32,960 --> 00:26:35,400
You know it could make sense of 
clearly the market is heavily 

523
00:26:35,400 --> 00:26:38,040
dictated by Bitcoin here like 
even Solana, like mind you is 

524
00:26:38,040 --> 00:26:40,640
not performing very well right? 
Like it's just hovering in that 

525
00:26:40,640 --> 00:26:43,880
215 region non-stop here. 
Chop it up a bit. 

526
00:26:44,480 --> 00:26:47,800
But obviously like I think hype 
came in and took a bit of energy

527
00:26:47,800 --> 00:26:50,560
away from the sole, sole trade. 
Like a lot of people like 

528
00:26:50,560 --> 00:26:53,440
trading hype right now etcetera,
so. 

529
00:26:53,760 --> 00:26:55,880
Yeah, if you look at the flows, 
there's a lot of salon of money 

530
00:26:55,880 --> 00:26:59,280
flowing to hype. 
Yeah, I mean, it's always like 

531
00:26:59,280 --> 00:27:00,240
that, right? 
Like that's the thing. 

532
00:27:00,240 --> 00:27:02,160
And by the way, I love hype. 
I I miss with trade, but I think

533
00:27:02,160 --> 00:27:04,160
it's the fucking sickest things 
have happened in crypto this 

534
00:27:04,160 --> 00:27:05,200
year. 
Like one of the best things to 

535
00:27:05,200 --> 00:27:08,840
happen And and like I think it's
super important to support it, 

536
00:27:09,040 --> 00:27:10,200
but like it's always the same 
thing, right? 

537
00:27:10,200 --> 00:27:12,400
Like Tron memes were hot and 
then everyone moved from Tron to

538
00:27:12,400 --> 00:27:16,040
salon from salon to Tron, then 
like BSE and then mind you, 

539
00:27:16,040 --> 00:27:20,200
like, you know, now it's hype. 
People will probably stay on 

540
00:27:20,200 --> 00:27:22,360
hyper liquid because it got that
tool so good. 

541
00:27:22,360 --> 00:27:24,720
Have you tried hype? 
I have, yeah. 

542
00:27:25,360 --> 00:27:28,200
It's so good, it's perfect. 
It's a perfect product. 

543
00:27:29,080 --> 00:27:33,240
But you know, I think I think 
what's going to happen that is 

544
00:27:33,240 --> 00:27:36,760
that, you know, the the 
attention always falls back to 

545
00:27:36,760 --> 00:27:38,840
Solana for some reason, man. 
But Pengu tomorrow, Where's 

546
00:27:38,840 --> 00:27:41,240
Pengu? 
Solana, right? 

547
00:27:42,360 --> 00:27:44,080
I'm still bullish Solana. 
I just had a long conversation 

548
00:27:44,080 --> 00:27:46,960
with a couple of trading 
buddies, a couple drinks on on 

549
00:27:46,960 --> 00:27:49,680
Saturday. 
And I mean the, the, the bull 

550
00:27:49,680 --> 00:27:52,720
case for Solana is like, I mean,
everything that's happening on 

551
00:27:52,720 --> 00:27:57,560
8th is largely also happening on
Solana plus plus like retail and

552
00:27:57,560 --> 00:28:02,720
consumers like they are going to
slot like that is an objective 

553
00:28:02,720 --> 00:28:06,800
fact right now. 
And it's got depend, it's got 

554
00:28:06,800 --> 00:28:12,640
RWA, it's got those sectors. 
AI is Dom is clearly choosing 

555
00:28:12,640 --> 00:28:14,560
Solana. 
I mean virtuals is on base, 

556
00:28:14,560 --> 00:28:17,080
sure. 
And that's the number one, but I

557
00:28:17,080 --> 00:28:20,960
feel like most of the action in 
AI is on Solana. 

558
00:28:21,640 --> 00:28:25,640
Devs are going to Salana. 
I don't know, Like I'm not a 

559
00:28:25,640 --> 00:28:27,920
Salana bear. 
Yeah, it's possible to be. 

560
00:28:29,040 --> 00:28:30,280
We have the unlocks coming, 
right? 

561
00:28:30,440 --> 00:28:32,480
I think that's probably what's 
weighing down price action a 

562
00:28:32,480 --> 00:28:33,640
bit. 
Yeah. 

563
00:28:35,800 --> 00:28:39,440
And it's also up just a ton from
a price action standpoint. 

564
00:28:40,000 --> 00:28:44,440
But I mean, I, I feel like 
Salon's like my home base like 

565
00:28:44,440 --> 00:28:47,000
that. 
That's where I'm mostly back. 

566
00:28:47,920 --> 00:28:50,680
That's cute. 
And. 

567
00:28:51,720 --> 00:28:56,320
I don't think that's changing. 
Yeah, yeah, it's, it's, it's 

568
00:28:56,320 --> 00:29:00,360
definitely what's what's been 
what's what's been going down 

569
00:29:00,400 --> 00:29:04,560
anyways, what's so on this 
question here like on and then I

570
00:29:04,560 --> 00:29:06,520
definitely want to talk about 
NFTS with you for a little bit. 

571
00:29:06,520 --> 00:29:09,120
So what exactly has happened in 
the United States of America? 

572
00:29:10,160 --> 00:29:14,400
Like what's with this drone 
stuff like I no, this is not 

573
00:29:14,400 --> 00:29:15,960
coded. 
You guys are going to use this 

574
00:29:15,960 --> 00:29:16,800
clip. 
I get it. 

575
00:29:16,800 --> 00:29:19,000
I'm already getting like all 
these meme coins like around 

576
00:29:19,000 --> 00:29:22,480
drones, like say I'm coding the 
whole spaces, but you know, or 

577
00:29:22,480 --> 00:29:24,760
or use it, mind you, fuck it, 
but you know. 

578
00:29:25,160 --> 00:29:27,200
So what the hell is going on in 
the States, dude? 

579
00:29:28,200 --> 00:29:30,680
I haven't really been paying 
attention to it or diving into 

580
00:29:30,680 --> 00:29:34,400
the conspiracies much. 
I think early on I thought it 

581
00:29:34,400 --> 00:29:37,400
was just like people 
misreporting like airplanes and 

582
00:29:37,400 --> 00:29:39,200
whatnot. 
It seems to be more than that. 

583
00:29:39,560 --> 00:29:42,480
I've read some theories that 
it's like government testing 

584
00:29:42,480 --> 00:29:46,360
drones because like the the the 
future of wars will likely be 

585
00:29:46,360 --> 00:29:49,160
drone wars and perhaps the US is
behind. 

586
00:29:49,160 --> 00:29:52,320
So they're ramping up training 
and they're just doing drone 

587
00:29:52,320 --> 00:29:56,000
training in the US Airways. 
The. 

588
00:29:57,280 --> 00:29:59,720
Other day in our chat, right? 
And you're in there And Dee was 

589
00:29:59,720 --> 00:30:01,640
like, no idea. 
It's not a problem in Ohio. 

590
00:30:01,720 --> 00:30:04,240
There's a breaking news right 
now saying mystery drones over 

591
00:30:04,240 --> 00:30:07,320
New Jersey and nearby states. 
Drones shut down Ohio Air Force 

592
00:30:07,320 --> 00:30:09,680
Base for hours. 
Oh gosh, I just. 

593
00:30:10,000 --> 00:30:12,120
Sent that headline to to to 
these. 

594
00:30:12,120 --> 00:30:13,840
I'm like, what did you say about
Ohio? 

595
00:30:15,240 --> 00:30:18,040
Yeah, that, that's not great. 
I recommend no more news like 

596
00:30:18,040 --> 00:30:19,920
that. 
Like let's not have the drones 

597
00:30:19,920 --> 00:30:23,400
shutting down Air Force bases. 
Oh, my God. 

598
00:30:24,960 --> 00:30:26,760
Oh, my God. 
It's so funny, man. 

599
00:30:26,760 --> 00:30:28,080
Like what? 
What do you guys think is 

600
00:30:28,080 --> 00:30:32,000
happening here in New Jersey? 
So Ways of Wang is in New 

601
00:30:32,000 --> 00:30:33,520
Jersey. 
He's saying here in New Jersey, 

602
00:30:33,520 --> 00:30:37,520
jewels are going crazy. 
Please talk about ordinals. 

603
00:30:37,520 --> 00:30:38,040
Yeah. 
One second. 

604
00:30:38,040 --> 00:30:40,080
I'll get to NF TS. 
I I got you my puppets. 

605
00:30:40,080 --> 00:30:41,840
I got you. 
I still have all my puppets, 

606
00:30:41,840 --> 00:30:42,840
fam. 
One second. 

607
00:30:43,000 --> 00:30:44,800
We'll talk about ordinals in a 
second. 

608
00:30:44,880 --> 00:30:47,600
What they are they think 
someone's saying they're looking

609
00:30:47,600 --> 00:30:48,880
for a nuke. 
What? 

610
00:30:49,040 --> 00:30:50,720
Hey. 
Oh, chill, chill. 

611
00:30:51,720 --> 00:30:54,080
Nuclear sniffing drones. 
Is that what you guys think? 

612
00:30:54,080 --> 00:30:57,840
I don't know. 
I, I is it bring the a lot of 

613
00:30:57,880 --> 00:31:00,240
well, we have a lot of Jersey 
fam here in the in the in the 

614
00:31:00,240 --> 00:31:02,040
chat. 
So what's going on, man? 

615
00:31:02,360 --> 00:31:04,600
I saw a video of motherfuckers 
like shooting at drones in the 

616
00:31:04,600 --> 00:31:07,800
hood. 
Wow. 

617
00:31:11,040 --> 00:31:15,200
Dude, Oh my God, I don't. 
I don't know man. 

618
00:31:15,520 --> 00:31:18,120
Markets are. 
Totally shaking it off, right. 

619
00:31:18,120 --> 00:31:20,800
So like that's, that's a signal 
to me that it's not anything 

620
00:31:20,800 --> 00:31:26,520
serious. 
Oh my God, dude, that is so 

621
00:31:26,520 --> 00:31:28,200
good. 
That is so good. 

622
00:31:28,280 --> 00:31:30,680
I love that anyway, so there's 
that. 

623
00:31:31,880 --> 00:31:35,000
So whatever you guys think is, I
don't know you guys, you guys 

624
00:31:35,000 --> 00:31:37,160
let me know what you guys think 
is happening with these drone 

625
00:31:37,160 --> 00:31:38,640
situations. 
I just think it's hilarious. 

626
00:31:39,520 --> 00:31:42,240
Yes, they are. 
Looking for nukes. 

627
00:31:43,160 --> 00:31:45,120
Consensus so far is that they're
looking for nukes. 

628
00:31:46,680 --> 00:31:50,640
So are they like Russian drones?
Like what? 

629
00:31:50,640 --> 00:31:53,880
What do we think? 
What? 

630
00:31:53,880 --> 00:31:55,120
What do we do? 
Not feed them. 

631
00:31:55,280 --> 00:31:57,200
So funny. 
Yeah. 

632
00:31:57,240 --> 00:31:58,400
I don't know. 
I don't. 

633
00:31:58,400 --> 00:31:59,720
I don't know what's what's going
on there. 

634
00:31:59,720 --> 00:32:00,720
All right, let's talk about 
NFTS. 

635
00:32:00,720 --> 00:32:02,520
Like NFTS is like it Like we're 
back. 

636
00:32:02,520 --> 00:32:05,880
We are so fucking back. 
And I mean, there's nothing that

637
00:32:05,880 --> 00:32:08,920
tells you we're back. 
More to Gary Vaynerchuk pulling 

638
00:32:08,960 --> 00:32:15,120
up on the timeline and buying 
nothing else but a cool cat on a

639
00:32:15,120 --> 00:32:19,600
fine Sunday evening. 
I mean, Tyler, dude, this is 

640
00:32:19,600 --> 00:32:22,560
like, this is like, this is my, 
this is my Super Bowl. 

641
00:32:22,960 --> 00:32:26,080
This is like I, I think I got 
tagged like 500 times last 

642
00:32:26,080 --> 00:32:27,600
night. 
I was like losing my shit. 

643
00:32:27,600 --> 00:32:30,400
Like this is like, this is the 
best thing to have happened on 

644
00:32:30,400 --> 00:32:32,000
the timeline for. 
I just think it's hilarious, 

645
00:32:32,000 --> 00:32:33,720
right? 
I, I, it's funny. 

646
00:32:33,760 --> 00:32:36,280
I, I checked. 
I found a cool cat in the in a 

647
00:32:36,320 --> 00:32:39,280
in a in a cell wallet. 
I have a cool cat in the faroque

648
00:32:39,280 --> 00:32:40,520
wall. 
I have a cool cat in the faroque

649
00:32:40,520 --> 00:32:41,640
balls. 
I have 3 cool cats. 

650
00:32:41,640 --> 00:32:46,520
I'm like let's fucking go. 
So I mean, Tyler, are we so back

651
00:32:46,520 --> 00:32:49,400
or what? 
I can't believe that we spent 

652
00:32:49,400 --> 00:32:53,040
the whole bear market thinking 
about how this run would be so 

653
00:32:53,040 --> 00:32:55,440
different. 
And it's literally it's exactly 

654
00:32:55,440 --> 00:32:57,240
the same. 
Gary B buys an NFT and then 

655
00:32:57,240 --> 00:33:02,000
everyone races to follow him and
cool cats pump 100% same thing 

656
00:33:02,880 --> 00:33:05,200
at the bottom. 
And it's a collection that's, 

657
00:33:06,080 --> 00:33:09,840
you know, hasn't done a whole 
lot during the the bear, but 

658
00:33:09,840 --> 00:33:13,080
people don't care because Gary 
bought it, but. 

659
00:33:13,640 --> 00:33:15,840
We're not here to. 
Wait on anyone's parades the IT 

660
00:33:15,840 --> 00:33:20,640
was just an incredible day. 
And I mean, ETH is a $4000, 

661
00:33:21,880 --> 00:33:24,600
right? 
And I remember very vividly in 

662
00:33:24,600 --> 00:33:29,040
2021, the biggest concern was 
like, what happens to NFTS when 

663
00:33:29,040 --> 00:33:31,880
ETH goes to 5K or 10K? 
Like they're all going to get 

664
00:33:31,880 --> 00:33:35,880
naked against ETH, right? 
And now ETH is grinding up. 

665
00:33:35,880 --> 00:33:42,440
It's 20% off all time highs and 
NFTS are soaring in ETH terms. 

666
00:33:42,960 --> 00:33:48,960
So we have 6 NFTS that are up 
100% or more including RUG 

667
00:33:48,960 --> 00:33:53,680
Genesis NFTS up a high. 
We are fine A. 100% on the day 

668
00:33:54,080 --> 00:33:57,840
we've got, let's see here, so 
only force up 80%. 

669
00:33:58,120 --> 00:34:02,280
See the same thing. 75%. 
The same thing, the same NFTS. 

670
00:34:02,880 --> 00:34:05,280
It's all the same stuff that 
everyone knows. 

671
00:34:06,000 --> 00:34:08,400
Look at the top 10. 
I feel like I'm in 2021. 

672
00:34:08,560 --> 00:34:11,400
Pudgy little pudgy Uzuki. 
I'm not too sure what the V 

673
00:34:11,400 --> 00:34:14,000
thing is, I'm not going to lie. 
Sorry if I sound ignorant. 

674
00:34:14,040 --> 00:34:17,719
I haven't followed Uzuki 
Elementals, cool cats, doodles, 

675
00:34:17,840 --> 00:34:20,040
board apes, Mochaverse. 
I mean that's the newer project 

676
00:34:20,040 --> 00:34:21,600
but whatever. 
Because they ought to listen a 

677
00:34:21,600 --> 00:34:25,360
bit so that the token went up 
like 3300% and beans. 

678
00:34:25,719 --> 00:34:29,440
OK, and then what? 
Pudgy rods, new names, sappy 

679
00:34:29,440 --> 00:34:31,480
seals, VIF brands, Parks, 
Millie. 

680
00:34:31,679 --> 00:34:33,400
This is 2021 screenshot right 
there. 

681
00:34:34,320 --> 00:34:37,080
It was so fashionable to think 
that it was going to be new 

682
00:34:37,080 --> 00:34:40,800
collections that would would run
in a new NFT market and not the 

683
00:34:40,800 --> 00:34:44,000
old stuff. 
And sorry, it's the old stuff. 

684
00:34:45,239 --> 00:34:49,080
And so I think yesterday it was 
just like everyone's going to 

685
00:34:49,080 --> 00:34:51,920
buy everything on the board and 
hope for like a rebound. 

686
00:34:52,440 --> 00:34:56,400
I think like the bigger trade 
right now is the the next token 

687
00:34:56,400 --> 00:34:59,280
trade. 
So I think that's why Azuki and 

688
00:34:59,280 --> 00:35:01,160
Elementals are are some of the 
bigger movies. 

689
00:35:01,160 --> 00:35:04,760
Suzuki's are at 11. 
I mean those are 45,000. 

690
00:35:04,760 --> 00:35:06,080
Dollars. 
They got anime coin coming 

691
00:35:06,080 --> 00:35:08,720
right? 
Exactly, I think there some 

692
00:35:08,720 --> 00:35:11,160
folks think doodles what perhaps
have a token I I. 

693
00:35:11,280 --> 00:35:13,880
Know too, I think as well, yeah.
I. 

694
00:35:15,400 --> 00:35:16,640
Have no insight either by the 
way. 

695
00:35:16,640 --> 00:35:19,320
I'm just saying I will speculate
that doodles have a token for 

696
00:35:19,320 --> 00:35:24,480
sure. 
I think elementals at 1/8. 

697
00:35:24,480 --> 00:35:25,600
I actually looked at those this 
weekend. 

698
00:35:25,640 --> 00:35:27,880
What a trade. 
The best trade on the board? 

699
00:35:28,200 --> 00:35:30,360
Yeah. 
I mean, you know, you know what 

700
00:35:30,360 --> 00:35:33,680
the best trade on the board was.
But you know, you do, you do 

701
00:35:33,680 --> 00:35:35,880
every, you know, I don't know. 
How do you say? 

702
00:35:35,880 --> 00:35:38,400
How do you say? 
Well, that's another one. 

703
00:35:38,400 --> 00:35:40,640
So I was telling some some of 
the homies in the chat like I 

704
00:35:40,640 --> 00:35:44,720
really like looking at the 
stronger communities with lower 

705
00:35:44,720 --> 00:35:49,520
floor prices that stayed around 
during the bear and have folks 

706
00:35:49,520 --> 00:35:51,040
who aren't just going to sell 
the first pump. 

707
00:35:51,040 --> 00:35:56,040
So like your MF first, maybe 
knock Amigos, maybe Kryptos 

708
00:35:56,760 --> 00:36:00,800
tempers, like the folks who were
there who have those like more 

709
00:36:00,800 --> 00:36:04,960
hardcore communities and those 
those aren't token plays. 

710
00:36:05,280 --> 00:36:06,760
Those are more collectible 
plays. 

711
00:36:07,520 --> 00:36:12,560
But I think those I don't know 
that's I like that lens on this.

712
00:36:12,600 --> 00:36:14,800
I don't know what's going to. 
Happen from here because I feel 

713
00:36:14,800 --> 00:36:17,200
like. 
The Uzuki move, it's pretty big 

714
00:36:17,200 --> 00:36:19,240
at this point though they 
basically doubled. 

715
00:36:20,240 --> 00:36:22,720
Still a lot of open air between 
11 and 30. 

716
00:36:24,160 --> 00:36:27,480
You probably want to see those. 
Continue to grind up and 

717
00:36:27,480 --> 00:36:30,720
elementals continue to grind up 
for some of these others to 

718
00:36:30,720 --> 00:36:36,200
continue this momentum. 
I do think people who like who 

719
00:36:36,200 --> 00:36:40,120
were momentum trading pudgies 
are are clipping. 

720
00:36:40,120 --> 00:36:42,080
Out 30. 
Sales, and I think a lot of them

721
00:36:42,080 --> 00:36:44,480
probably rotated down on the 
board, of course. 

722
00:36:44,760 --> 00:36:47,360
Nobody's cashing out, brother. 
No one's cashing out. 

723
00:36:47,360 --> 00:36:48,920
Now's not the time just to cash.
Out. 

724
00:36:49,120 --> 00:36:50,600
No one's cashing out. 
Do you know one person? 

725
00:36:50,600 --> 00:36:53,160
Around just cashing out. 
I'm trying to find fucking cash 

726
00:36:53,160 --> 00:36:56,560
in my wall in my couch, dude. 
Nobody cashing out. 

727
00:36:57,240 --> 00:36:59,720
It's like is that see, I'm not 
saying you shouldn't. 

728
00:36:59,720 --> 00:37:02,240
And by the way, like then I want
to share a post by Flood earlier

729
00:37:02,240 --> 00:37:04,000
saying like, if you've made life
changing money, change your 

730
00:37:04,000 --> 00:37:07,600
life, But I'm saying I don't 
know single person right now. 

731
00:37:07,640 --> 00:37:10,000
I think cashing out. 
I wonder so. 

732
00:37:10,880 --> 00:37:15,080
OK, so I want my, my, my mental 
models are fluid and evolving. 

733
00:37:15,080 --> 00:37:19,680
So my original mental model was 
that NFTS would have a pump at 

734
00:37:19,680 --> 00:37:24,640
the end of the crypto pump. 
So I was thinking more Q 4/20/25

735
00:37:27,080 --> 00:37:29,600
that if they're playing out now 
I'm, I'm wondering are, are we 

736
00:37:29,600 --> 00:37:33,480
getting kind of the, I'll call 
it the head fake pump of from 

737
00:37:33,480 --> 00:37:40,440
meme coins Q 4/20/23 to Q 12024 
where we saw pretty big pump and

738
00:37:40,440 --> 00:37:44,840
then just totally quiet for six 
months and then a bigger pump 

739
00:37:44,840 --> 00:37:48,560
like is, is that the the set up?
I mean, I think I. 

740
00:37:48,560 --> 00:37:54,280
Think let's keep it simple. 
December 2021, 2020 December 20,

741
00:37:54,760 --> 00:37:59,600
2424. 
Like so far, it's actually weird

742
00:38:00,080 --> 00:38:04,400
how it's like weird episode of 
like Black Mirror. 

743
00:38:04,400 --> 00:38:09,360
We're living like we are like 
mirroring last cycle maybe a 

744
00:38:09,360 --> 00:38:10,880
little further. 
So I made a tweet right the 

745
00:38:10,880 --> 00:38:13,960
other night saying that like 
board eights haven't minted yet.

746
00:38:14,400 --> 00:38:18,560
And I meant that like I I think 
maybe Penguin, like tomorrow 

747
00:38:18,560 --> 00:38:22,480
morning could be the board 8 
mint equivalent of last cycle. 

748
00:38:22,480 --> 00:38:25,760
I know it's a coin and I signed 
FT, but like, I don't know like 

749
00:38:25,760 --> 00:38:29,200
there is this, I don't know 
there's yeah. 

750
00:38:29,440 --> 00:38:31,240
I think E Brink just made a 
really good comment, right. 

751
00:38:31,240 --> 00:38:34,800
He said we are getting the old 
project TG pump. 

752
00:38:35,120 --> 00:38:37,840
We will probably see a whole new
class of projects that created 

753
00:38:37,840 --> 00:38:40,960
in the next year here. 
Wrong, dude. 

754
00:38:41,480 --> 00:38:42,680
Yeah, and people are going to 
see the. 

755
00:38:42,680 --> 00:38:45,360
Money flowing around. 
Oh yeah, we should launch it. 

756
00:38:45,360 --> 00:38:47,680
You have all the AI. 
Founders now pivoting to crypto,

757
00:38:47,680 --> 00:38:49,640
then you're going to have all 
the different founders like 

758
00:38:49,640 --> 00:38:52,840
everyone's pivoting back like NF
TS being back is big because 

759
00:38:53,000 --> 00:38:55,640
you're bringing out a whole 
class of people that got burnt 

760
00:38:55,640 --> 00:38:57,600
the most. 
Like the people that were 

761
00:38:57,600 --> 00:38:59,920
trading the trenches. 
They've been here at 3 cycles, 4

762
00:38:59,920 --> 00:39:01,760
cycles, like they've been 
around, right? 

763
00:39:01,800 --> 00:39:04,160
Where's the people that have 
conviction crypto, but now all 

764
00:39:04,160 --> 00:39:06,800
the MFRS that thought that their
NFTS were dead. 

765
00:39:06,920 --> 00:39:08,400
We just talked about this, 
right? 

766
00:39:08,400 --> 00:39:11,280
All the same shit is pumping. 
So the guys that bought Kook at 

767
00:39:11,280 --> 00:39:14,040
tennies, the guys that bought 
doodles the 28th. 

768
00:39:14,320 --> 00:39:17,000
I know we're far from there, but
these people have that hope 

769
00:39:17,000 --> 00:39:19,960
against saying wait, we're at 
the beginning of this thing. 

770
00:39:19,960 --> 00:39:22,720
Bitcoin's 100K and my bag is up.
It's another 10X like wait, 

771
00:39:22,720 --> 00:39:24,640
what? 
So all these mother fuckers are 

772
00:39:24,640 --> 00:39:27,920
coming back and and I don't 
think they're going to sell. 

773
00:39:28,440 --> 00:39:29,760
They're not going to sell 
because now. 

774
00:39:29,760 --> 00:39:32,160
They are moon boys, they hold 
this entire time. 

775
00:39:32,360 --> 00:39:35,200
If you let me ask you something,
let's say you had like 10 cool 

776
00:39:35,200 --> 00:39:37,440
cats. 
You just saw them pomp you saw 

777
00:39:37,440 --> 00:39:40,320
these posts, saw Gary post. 
I'm posting y'all remake my 

778
00:39:40,320 --> 00:39:41,960
video attendees. 
Are you selling your cool cat? 

779
00:39:43,160 --> 00:39:45,720
I don't think so. 
But you're definitely back and 

780
00:39:45,720 --> 00:39:47,760
you're going in this way and 
saying anything going on here or

781
00:39:47,800 --> 00:39:49,720
what's happening or like this 
whole. 

782
00:39:49,720 --> 00:39:51,080
Yeah. 
I mean, like any use. 

783
00:39:52,160 --> 00:39:55,600
No giga, no cool cats. 
But you know, it's like, it's 

784
00:39:55,600 --> 00:39:57,320
like this whole other thing, 
right? 

785
00:39:57,320 --> 00:40:01,320
And we all know, you and I, 
what's gonna be this Cycles NFT 

786
00:40:01,320 --> 00:40:02,920
collection. 
Do you know what it is, Tyler? 

787
00:40:03,760 --> 00:40:04,400
Bats. 
Cats. 

788
00:40:04,560 --> 00:40:10,080
Bats, cats, baby. 
Bats, cats, you know the vibes, 

789
00:40:10,080 --> 00:40:11,920
but you know what I mean, Tyler?
It's like we're in this like 

790
00:40:12,560 --> 00:40:15,040
paradigm and you know, a lot of 
people Kelly was requesting to 

791
00:40:15,040 --> 00:40:16,720
speak. 
Fuck yeah, baby, let's get him 

792
00:40:16,720 --> 00:40:19,240
on. 
But you know, you know, I, I 

793
00:40:19,240 --> 00:40:22,520
think, you know, yesterday 
people are like, oh, Gary V top 

794
00:40:22,520 --> 00:40:25,920
signal, top signal. 
No, dude, you don't understand. 

795
00:40:26,000 --> 00:40:29,160
Like Gary V is notoriously 
fucking good. 

796
00:40:29,160 --> 00:40:33,440
Hate him or love him Good 
knowing when to enter a market 

797
00:40:33,440 --> 00:40:36,920
and when to leave it crock like 
100 mil last cycle. 

798
00:40:36,920 --> 00:40:39,160
You know what I mean? 
Like there's like 5 biggest 

799
00:40:39,160 --> 00:40:41,880
winners last cycles like 
boarding founders, Gary Vee, 

800
00:40:42,040 --> 00:40:46,440
Guyer, Siri and Bing. 
OK, like you know what, you know

801
00:40:46,440 --> 00:40:48,400
what I mean? 
Or in the open C founder that 

802
00:40:48,400 --> 00:40:50,840
left right Alex homie. 
Good, good, good for him. 

803
00:40:50,840 --> 00:40:53,720
I took him from Tier 1, you 
know, and made a ton of money 

804
00:40:53,720 --> 00:40:55,400
and then building nothing. 
That's what people don't 

805
00:40:55,400 --> 00:40:57,840
understand. 
Gary Vee entering the market 

806
00:40:57,840 --> 00:41:01,840
again is a not a bottom sign, 
but it's a signal that we have 

807
00:41:01,840 --> 00:41:04,760
moved to a new inning. 
Tyler, we have left the first 

808
00:41:04,760 --> 00:41:06,400
inning. 
The first inning is finished. 

809
00:41:07,360 --> 00:41:08,880
We are now at the beginning of 
the second inning. 

810
00:41:09,080 --> 00:41:11,080
What do you think of that? 
Yeah, it's kind of where I am. 

811
00:41:11,080 --> 00:41:13,800
I have. 
People in my replies asking if 

812
00:41:13,800 --> 00:41:16,760
this NFT pump meant we were at 
the top and it's like this is 

813
00:41:16,760 --> 00:41:19,120
the first week we've had NFT 
pump in two years. 

814
00:41:19,120 --> 00:41:22,040
Books are not even. 
Books are 150 K bro. 

815
00:41:22,040 --> 00:41:24,640
Not a farming pump, it's. 
Not that's the thing. 

816
00:41:24,640 --> 00:41:28,360
We have to discount everything 
that happens with Blur because 

817
00:41:28,360 --> 00:41:30,240
it was all artificial, It was 
all shaked. 

818
00:41:30,240 --> 00:41:32,080
It's not. 
Well, now we're maybe forming a 

819
00:41:32,080 --> 00:41:33,840
little open sea, right? 
Like a little people. 

820
00:41:33,920 --> 00:41:36,320
Like I mean look. 
At the numbers like people are 

821
00:41:36,640 --> 00:41:39,400
people are still buying on blur 
because that's that became their

822
00:41:39,400 --> 00:41:42,440
home base. 
Yeah, I'll look at the percent. 

823
00:41:42,440 --> 00:41:45,520
So Open Sea did. 
What's the website again? 

824
00:41:45,720 --> 00:41:48,000
Here I'll send to you. 
What's the website called again?

825
00:41:48,000 --> 00:41:50,480
I forget. 
It I I like this dune. 

826
00:41:50,480 --> 00:41:51,800
Dashboard. 
I'll send it to you. 

827
00:41:51,840 --> 00:41:52,960
No, there's a website that gives
you. 

828
00:41:52,960 --> 00:41:55,360
Volumes on all the fucking oh 
TXOTXO. 

829
00:41:55,880 --> 00:41:58,280
TXO. 
Text welcome. 

830
00:41:58,280 --> 00:42:01,080
Let's check it out Kalios, hang 
tight, baby, hang tight. 

831
00:42:01,080 --> 00:42:04,720
I'm coming to you. 
I but look at that TXO top 

832
00:42:04,720 --> 00:42:06,520
marketplace is here. 
It's blur now. 

833
00:42:06,520 --> 00:42:10,480
Holy shit, blur blur is back on 
top. 

834
00:42:12,000 --> 00:42:14,520
So they're they're saying 90. 
Million that's more than I than 

835
00:42:14,520 --> 00:42:17,640
I'm seeing elsewhere, so I don't
but but wow, if that's true, 

836
00:42:17,640 --> 00:42:22,320
that that's a lot true if real. 
But that just shows. 

837
00:42:22,320 --> 00:42:26,520
You right, so and like is the 
open sea farming like I've been 

838
00:42:26,520 --> 00:42:29,160
buying NF TS on open sea again, 
but but they were NF TS I was 

839
00:42:29,160 --> 00:42:30,360
going to buy. 
We don't know if there's a token

840
00:42:30,360 --> 00:42:31,400
yet. 
Sure, there's a Cayman 

841
00:42:31,400 --> 00:42:33,680
Foundation. 
Pay attention if there's a BVI 

842
00:42:33,680 --> 00:42:35,920
sub for all the flutes out 
there. 

843
00:42:36,480 --> 00:42:38,400
The Cayman Foundation is a first
step to a coin. 

844
00:42:38,840 --> 00:42:42,600
The BVI sub? 
That's the real shit we we had. 

845
00:42:42,600 --> 00:42:44,960
Some fun with it. 
I don't know if it's real. 

846
00:42:44,960 --> 00:42:48,280
I mean, I do think like if 
you're going to buy an NFT right

847
00:42:48,280 --> 00:42:51,200
now, especially an expensive 
one, it probably makes sense to 

848
00:42:51,200 --> 00:42:53,440
buy it on Open C Yeah, of 
course. 

849
00:42:54,920 --> 00:42:57,440
So that's my new. 
Dude, we're so. 

850
00:42:57,440 --> 00:42:59,120
Fucking back. 
Let me go to Kaleo real quick. 

851
00:42:59,120 --> 00:43:03,000
I mean Kaleo, my brother. 
What do you make of all this? 

852
00:43:03,000 --> 00:43:05,960
Where we at dude? 
First off, I think it's. 

853
00:43:05,960 --> 00:43:09,200
Hilarious because even a week 
ago I remember walking around to

854
00:43:09,200 --> 00:43:13,840
different people at the the rug 
radio house and asking them what

855
00:43:13,840 --> 00:43:17,240
they thought and the average 
pulse of the people that are in 

856
00:43:17,240 --> 00:43:18,520
there like. 
And these are all a lot of 

857
00:43:18,520 --> 00:43:22,600
people with NFT backgrounds was 
now they're not coming back. 

858
00:43:22,600 --> 00:43:24,760
And I'd be the guy walking 
around and I'm like, dude, 

859
00:43:24,760 --> 00:43:26,680
you're in. 
And I even I'm not going to name

860
00:43:26,680 --> 00:43:28,240
drop. 
I talked to people that had 

861
00:43:28,240 --> 00:43:31,400
founded collections and asked 
them, what do you think? 

862
00:43:31,400 --> 00:43:33,800
And they're like, it's a meme 
coin world now. 

863
00:43:33,800 --> 00:43:39,640
And I'm just thinking like 
people have PTSD because a lot 

864
00:43:39,640 --> 00:43:42,720
of NFT NM efforts, it's their 
first cycle that they ever 

865
00:43:42,720 --> 00:43:44,720
experienced. 
So they haven't seen what 

866
00:43:44,720 --> 00:43:49,160
rebirth looks like market wide 
in the crypto space. 

867
00:43:49,440 --> 00:43:51,080
And this is such a new niche 
market. 

868
00:43:51,080 --> 00:43:53,480
There are a lot of things we're 
discovering as far as what the 

869
00:43:53,480 --> 00:43:55,400
NFT side of things is going to 
look like. 

870
00:43:55,880 --> 00:43:59,120
Nobody is nearly bullish enough.
I've been trying to say like 

871
00:43:59,120 --> 00:44:02,920
this is going to be a $1 
trillion plus market cap by the 

872
00:44:02,920 --> 00:44:05,800
end of this. 
All people, even at the NFT 

873
00:44:05,800 --> 00:44:08,800
space, I, I think I get more 
shit from people in the NFT 

874
00:44:08,800 --> 00:44:12,360
space that I do outside of it 
because they haven't seen what 

875
00:44:12,360 --> 00:44:15,080
this stuff does. 
So like I just tweeted this a 

876
00:44:15,080 --> 00:44:17,480
bit ago. 
I think, you know, pudgies and 

877
00:44:17,480 --> 00:44:22,680
punks, you're looking at the top
two NFT collections have a 1 1/2

878
00:44:22,680 --> 00:44:25,880
billion and $1 billion market 
cap. 

879
00:44:25,880 --> 00:44:29,720
That's it. 
The entire NFT market cap space 

880
00:44:30,000 --> 00:44:33,800
is at 10 1/2 billion for the. 
Total market cap. 

881
00:44:33,920 --> 00:44:37,000
Time is one that's like 
1,000,000 coin. 

882
00:44:38,160 --> 00:44:42,240
Nobody understands what is 
coming. 

883
00:44:42,320 --> 00:44:46,320
And like you can sit there and 
try to sit there and drive this 

884
00:44:46,360 --> 00:44:49,600
vision into somebody's head. 
But for most people it's like, 

885
00:44:49,640 --> 00:44:52,360
you know, Santa Claus seeing is 
believing. 

886
00:44:52,600 --> 00:44:56,040
But like not everybody. 
Once you hear the little bell, 

887
00:44:56,200 --> 00:44:58,680
like you know, The Polar Express
type thing when you hop on the 

888
00:44:58,680 --> 00:45:02,320
train, whatever. 
And once you finally say like I 

889
00:45:02,320 --> 00:45:07,520
believe and you hear that bell, 
it is the most beautiful sound 

890
00:45:07,520 --> 00:45:11,880
in the world for finally 
understanding what is coming and

891
00:45:11,880 --> 00:45:14,160
what is ahead of us. 
So again, nobody is bullish 

892
00:45:14,160 --> 00:45:16,720
enough on what's happening. 
It's been something been 

893
00:45:16,720 --> 00:45:19,560
preaching for a long time and I 
feel like people are finally 

894
00:45:19,560 --> 00:45:21,840
waking up. 
Y'all nailed it with the Gary 

895
00:45:21,840 --> 00:45:24,680
Vee thing being first inning. 
I was in his face last night. 

896
00:45:24,960 --> 00:45:27,000
Somebody brought it up and 
they're like, oh, Gary Vee is 

897
00:45:27,000 --> 00:45:29,000
the top signal. 
And I'm like, you only become a,

898
00:45:29,280 --> 00:45:32,360
you only become a top signal. 
Just don't come to the Elk yet. 

899
00:45:34,000 --> 00:45:37,800
Like people forget that Gary Vee
was one of the MF's that kicked 

900
00:45:37,840 --> 00:45:40,360
off the NFT. 
The infamous. 

901
00:45:40,360 --> 00:45:44,320
Call with Bangs and fucking Mr. 
Beast and Logan Paul where he 

902
00:45:44,320 --> 00:45:46,160
got everybody fucking buying 
punks. 

903
00:45:46,440 --> 00:45:50,000
Do you guys not remember as much
as I don't? 

904
00:45:50,000 --> 00:45:54,080
Think, you know, I think he 
loses a little bit of that 

905
00:45:54,080 --> 00:45:56,840
credit from the beginning. 
And as much as you want to sit 

906
00:45:56,840 --> 00:46:00,080
there and say, oh, of course 
he's still, he's still going to 

907
00:46:00,080 --> 00:46:02,400
bring back a bunch of retail 
normies with him, right? 

908
00:46:02,560 --> 00:46:06,120
Like his brand is still. 
Massive bro, like dude, people 

909
00:46:06,120 --> 00:46:09,000
SIM for Gary Vee and the streets
all the time you know what I 

910
00:46:09,000 --> 00:46:11,320
mean? 
Like said Gary, like I went to 

911
00:46:11,320 --> 00:46:14,000
V. 
Con last year in 2023, and, you 

912
00:46:14,000 --> 00:46:15,880
know, he was still working on 
his project. 

913
00:46:15,880 --> 00:46:18,120
He's building children's books, 
he said. 

914
00:46:18,120 --> 00:46:19,720
Like I'm just not loudly on the 
timeline. 

915
00:46:19,720 --> 00:46:20,880
I'm just going, he announced 
yesterday. 

916
00:46:20,880 --> 00:46:21,920
The tops. 
Collection, right? 

917
00:46:21,920 --> 00:46:24,360
He came back, bought a friend of
Tees and dropped announcement 

918
00:46:24,360 --> 00:46:27,720
right V friends and Tops are new
in cards worldwide. 

919
00:46:27,720 --> 00:46:29,360
Just that. 
Wow, yeah. 

920
00:46:29,360 --> 00:46:31,960
So basically. 
They announced yesterday, like 

921
00:46:31,960 --> 00:46:34,200
after buying and stuff, there 
was an article that came out 

922
00:46:34,680 --> 00:46:37,400
that tops and V friends are 
making cards here. 

923
00:46:37,800 --> 00:46:40,960
Tops V friends announced new 
multi year partnership and then 

924
00:46:40,960 --> 00:46:44,400
he said can't wait for 2025. 
These in every card shop in 

925
00:46:44,400 --> 00:46:46,760
America. 
Like they didn't love it. 

926
00:46:47,760 --> 00:46:50,600
You know, it's got me like you 
know, so that's the thing, 

927
00:46:50,600 --> 00:46:53,400
Kaylee, like we're so obsessed 
in this industry of calling a 

928
00:46:53,400 --> 00:46:58,200
top that like people don't 
understand, like there is like 

929
00:46:58,200 --> 00:47:01,480
this thing happening right now 
and let the record show, let the

930
00:47:01,480 --> 00:47:05,400
record show, you know, pick 
sorcerer picks on chain. 

931
00:47:05,640 --> 00:47:10,440
He he went and did a pool like 
you did Kaleo, but he did it in 

932
00:47:10,440 --> 00:47:14,680
in the Diaz 20 people. 
He asked twenty of us. 

933
00:47:15,160 --> 00:47:17,440
Where do you how far in the 
bottom do you think we are? 

934
00:47:17,440 --> 00:47:22,200
And only two of us called for 
the stone cold and FD bottom. 

935
00:47:22,560 --> 00:47:26,320
It was me and Soul. 
Jakey Kennedy's in control and 

936
00:47:26,320 --> 00:47:30,560
it ain't Justin. 
And at the bottom, Sorry, B 

937
00:47:30,560 --> 00:47:32,320
check. 
Sorry, Wally. 

938
00:47:32,320 --> 00:47:34,120
I'm going to have to call you 
all out here today. 

939
00:47:34,520 --> 00:47:37,960
You can come on the show and 
talk if you want, but both of 

940
00:47:37,960 --> 00:47:42,800
you mother fuckers are the NFT 
guys and we're the least come 

941
00:47:42,800 --> 00:47:45,400
out of conviction in NF TS 
bottom. 

942
00:47:46,400 --> 00:47:49,360
Both of you. 
Well, it's because NMP guys. 

943
00:47:49,360 --> 00:47:52,680
Again, like I said, they they've
seen what meme coins can do. 

944
00:47:52,680 --> 00:47:56,440
And the other thing about NFTMF 
is that like they forget about 

945
00:47:56,440 --> 00:48:00,320
because a lot of them weren't 
even here for it last cycle. 

946
00:48:00,440 --> 00:48:03,840
Around this time of where we 
were in the bull market is when 

947
00:48:03,840 --> 00:48:08,440
you had shit like safe moon and 
cummies and all this type of 

948
00:48:08,440 --> 00:48:11,880
stuff that we're pumping off. 
So the memes were there. 

949
00:48:12,000 --> 00:48:15,640
The meme memes were there last 
cycle and they were taking off 

950
00:48:15,640 --> 00:48:18,280
in the early innings whenever 
punks were just so kind of a 

951
00:48:18,280 --> 00:48:21,000
mention, you know, a taste on 
people's tongues. 

952
00:48:21,000 --> 00:48:24,520
And you know, at this point 
maybe top shots started creeping

953
00:48:24,520 --> 00:48:26,360
into people's minds. 
What is this thing? 

954
00:48:26,600 --> 00:48:29,120
But as far as anything else 
really outside of that, H hadn't

955
00:48:29,120 --> 00:48:32,880
been created right? 
Like meme coins, pancake swap 

956
00:48:32,920 --> 00:48:36,400
were where the action was and 
everybody said no way, but these

957
00:48:36,400 --> 00:48:38,600
NFT things can do well because 
they're too illiquid. 

958
00:48:38,600 --> 00:48:40,720
Guess what? 
Same narrative now except for 

959
00:48:40,720 --> 00:48:42,520
NFTM efforts are the ones saying
it. 

960
00:48:42,880 --> 00:48:44,080
I've been trying to tell them 
no. 

961
00:48:44,080 --> 00:48:48,920
Meme coins were the thing that 
proceeded NFTS last time. 

962
00:48:49,560 --> 00:48:53,640
Every single narrative that 
anybody has ever given last 

963
00:48:53,640 --> 00:48:58,200
cycle for why NFTS are bullish. 
Why is all of a sudden Nah never

964
00:48:58,200 --> 00:49:00,000
mind Like we were, we were 
wrong. 

965
00:49:00,240 --> 00:49:02,240
No, you you. 
You're a fucking idiot. 

966
00:49:04,400 --> 00:49:07,840
You are, yes. 
Sir, they're going to be back 

967
00:49:07,880 --> 00:49:09,680
except for bigger because of 
anything. 

968
00:49:10,200 --> 00:49:13,680
There's more utility, there's 
more use taste than the VR, 

969
00:49:14,240 --> 00:49:17,120
there's better, there's more 
history, there's more 

970
00:49:17,120 --> 00:49:20,000
everything. 
Some people like they don't 

971
00:49:20,000 --> 00:49:24,160
understand how easy it is with 
NFTS to be able like we've seen 

972
00:49:24,160 --> 00:49:27,720
a brief taste of it right now 
with how little capital 

973
00:49:27,720 --> 00:49:30,480
injection it takes to really 
pump these things off the floor 

974
00:49:30,480 --> 00:49:32,640
for solid collections that have 
survived this long. 

975
00:49:33,120 --> 00:49:36,400
So it's like, this is a brief 
taste and you see how people are

976
00:49:36,400 --> 00:49:39,120
slowly believing and slowly 
saying maybe, and they're 

977
00:49:39,120 --> 00:49:43,120
creeping back into it. 
At a certain point, by the time 

978
00:49:43,680 --> 00:49:48,080
that you decide, man, actually, 
maybe this shit is back, guess 

979
00:49:48,120 --> 00:49:49,440
what, motherfucker, it's too 
late. 

980
00:49:52,440 --> 00:49:54,120
I love this. 
I love this from that 

981
00:49:54,120 --> 00:49:55,440
perspective. 
Like pudgy is even. 

982
00:49:55,440 --> 00:49:59,440
On this crazy run, there's like 
15 Solana meme coins with more 

983
00:49:59,440 --> 00:50:02,240
daily volume and just like 
random ones, like not even good 

984
00:50:02,240 --> 00:50:06,760
ones, like shitter of the day is
seeing more daily volume than 

985
00:50:06,760 --> 00:50:09,720
than pudgy Penguins. 
So I think there's room to run. 

986
00:50:09,760 --> 00:50:11,880
Cleo, I have to ask you a quick 
question and we'll come back to 

987
00:50:11,960 --> 00:50:17,440
NFTS You you mentioned the the 
the comp to to where we were at 

988
00:50:17,440 --> 00:50:20,160
in the last bull run. 
What's your fart coin comp? 

989
00:50:24,840 --> 00:50:27,520
I got to get your thoughts. 
Understand if I lose you all. 

990
00:50:27,520 --> 00:50:28,640
For a second I'm popping the 
car. 

991
00:50:28,640 --> 00:50:31,000
I got a dentist appointment I'm 
running too, so I got to switch.

992
00:50:31,000 --> 00:50:32,440
Did did you hear what Tyler 
said? 

993
00:50:34,040 --> 00:50:35,360
Yeah, I do. 
I I guess I got. 

994
00:50:35,360 --> 00:50:38,440
To take out my air pad pods 
because it connected to what's 

995
00:50:38,440 --> 00:50:39,200
it called? 
No, you're good. 

996
00:50:39,200 --> 00:50:40,720
We hear you, Apple Car. 
Play. 

997
00:50:41,080 --> 00:50:44,040
OK, sweet. 
So yeah, I mean, here's the 

998
00:50:44,040 --> 00:50:46,080
deal. 
There are so many more memes 

999
00:50:46,080 --> 00:50:48,600
that cycle. 
People have bought in so much 

1000
00:50:49,080 --> 00:50:51,560
through the idea that memes can 
have value. 

1001
00:50:51,960 --> 00:50:55,880
We did not have that last cycle 
as far as anything is concerned 

1002
00:50:56,160 --> 00:50:58,960
with, you know, like memes were 
still just an afterthought. 

1003
00:51:01,040 --> 00:51:02,640
Wait, can you all hear me? 
Still no Perfect. 

1004
00:51:02,640 --> 00:51:04,480
It's perfect. 
OK, good, good, good. 

1005
00:51:04,760 --> 00:51:07,040
So yeah, memes were still an 
afterthought, like they were a 

1006
00:51:07,040 --> 00:51:09,480
joke. 
This cycle, memes have finally 

1007
00:51:09,480 --> 00:51:14,160
been widely accepted to the 
point of like, OK, we understand

1008
00:51:14,160 --> 00:51:17,080
why this has value now. 
That wasn't their last cycle. 

1009
00:51:17,080 --> 00:51:19,320
You know, we had the safe moon, 
we had the commies. 

1010
00:51:19,320 --> 00:51:21,720
I would call Farkhorn like maybe
a commies type thing. 

1011
00:51:21,720 --> 00:51:26,800
But The thing is not even that. 
It would be a smaller pump on 

1012
00:51:26,800 --> 00:51:30,480
the earlier days because look at
the relative market cap of these

1013
00:51:30,480 --> 00:51:33,640
multibillion dollar memes that 
have really exceeded what far 

1014
00:51:33,640 --> 00:51:36,560
coin has done. 
It's far coin's not even like in

1015
00:51:36,560 --> 00:51:39,040
the blip of the picture for 
something that was relevant last

1016
00:51:39,040 --> 00:51:41,320
cycle. 
That's why I'm saying this 

1017
00:51:41,320 --> 00:51:44,120
shit's going to be so much 
bigger than what anybody has 

1018
00:51:44,280 --> 00:51:47,080
envisioned. 
Because if memes have proven 

1019
00:51:47,080 --> 00:51:51,680
what they can do to this point 
of the cycle and NFTS were an 

1020
00:51:51,680 --> 00:51:54,640
afterthought, something that 
people hadn't even considered, 

1021
00:51:55,680 --> 00:52:00,360
if these are going to be so much
bigger than what anybody could 

1022
00:52:00,440 --> 00:52:04,600
ever possibly grasp or imagine, 
I don't think that any of us can

1023
00:52:04,600 --> 00:52:07,920
really even picture. 
I can't imagine, you know, how 

1024
00:52:07,920 --> 00:52:11,640
bullish I am on everything. 
I cannot. 

1025
00:52:11,720 --> 00:52:14,960
Picture what the equivalent for 
this cycle is going to be with a

1026
00:52:14,960 --> 00:52:17,480
lot of these historical 
collections that come back. 

1027
00:52:17,800 --> 00:52:19,760
We're not even in the phase 
where we're seeing new men 

1028
00:52:19,760 --> 00:52:21,920
selected, right? 
But yeah, part coin equivalent. 

1029
00:52:22,040 --> 00:52:24,080
No clue, man, because that's the
point. 

1030
00:52:24,320 --> 00:52:28,400
It's not even relevant enough to
be a blip on the radar of what 

1031
00:52:28,400 --> 00:52:31,640
we saw last cycle. 
It's some random pancake swap 

1032
00:52:31,640 --> 00:52:36,760
shitter that's dead and gone. 
OK, well, Tyler, I don't know if

1033
00:52:36,760 --> 00:52:40,000
you were ready for that one, but
far coin, dude. 

1034
00:52:40,000 --> 00:52:42,920
They I like the cummies 
comparison the most, I think, 

1035
00:52:42,920 --> 00:52:44,760
and I think you know, Mendel and
Paul Nord was talking about like

1036
00:52:44,760 --> 00:52:47,360
is the cum rocket of the cycle 
like closer to but we'll see. 

1037
00:52:47,360 --> 00:52:48,560
We'll see how that one plays 
out. 

1038
00:52:48,720 --> 00:52:51,200
It's looking good out here. 
Wonky stonks baby. 

1039
00:52:51,200 --> 00:52:55,560
If you want to partake in the 
kaleo community NFT that's still

1040
00:52:55,560 --> 00:52:57,720
have my wonky baby. 
I still have my wonky. 

1041
00:52:57,720 --> 00:53:01,840
Otherwise, I'd love that, Kevin.
They're not bullish enough on 

1042
00:53:01,840 --> 00:53:04,480
generative art either. 
There's a room, man. 

1043
00:53:04,480 --> 00:53:07,040
There's room 2 Will. 
Send. 

1044
00:53:07,440 --> 00:53:10,080
I got two, maybe the ball back. 
It's all. 

1045
00:53:10,080 --> 00:53:12,880
Everything is just it's the top 
you're you're supposed broke. 

1046
00:53:12,920 --> 00:53:14,000
That's. 
All I'm going to say, you're 

1047
00:53:14,000 --> 00:53:16,400
underexposed. 
It's all just going to run back.

1048
00:53:16,480 --> 00:53:18,320
It's going to be so obvious in 
hindsight. 

1049
00:53:18,960 --> 00:53:21,040
I love this. 
I, I guys, I love this. 

1050
00:53:21,040 --> 00:53:25,240
Listen, it says 1059 we got 
we're going to have to cut it 

1051
00:53:25,240 --> 00:53:26,480
short here. 
We're not cutting short. 

1052
00:53:26,520 --> 00:53:29,320
It's the left, but we're so bad 
that I want to stream for like 

1053
00:53:29,320 --> 00:53:30,960
10 hours straight. 
You know, I mean like we're that

1054
00:53:30,960 --> 00:53:33,880
back like we're like at that 
level, like this time last 

1055
00:53:33,880 --> 00:53:36,560
cycle. 
I mean, no, never mind if this 

1056
00:53:36,560 --> 00:53:41,120
is December 2020 and not 
December 2020. 

1057
00:53:41,120 --> 00:53:43,440
I mean, if this is December 
2020, I mean, Oh my God, we're 

1058
00:53:43,440 --> 00:53:45,720
going to this could be insane. 
This is December 2020. 

1059
00:53:45,720 --> 00:53:48,560
I haven't joined yet. 
This is great. 

1060
00:53:48,720 --> 00:53:50,920
Think about it. 
If this is December 2020, 

1061
00:53:50,920 --> 00:53:54,640
Ragrito is non existing. 
I'm still on clubhouse like this

1062
00:53:54,640 --> 00:53:56,680
is where we're at. 
Like if you guys like it's many 

1063
00:53:56,680 --> 00:53:58,760
things like we're still 
December, Jan that that time 

1064
00:53:59,680 --> 00:54:02,160
some perspective for you all as 
we leave you off. 

1065
00:54:02,160 --> 00:54:05,600
So anyways, big show tomorrow 
morning as well be joined by 

1066
00:54:05,600 --> 00:54:08,920
nobody other than Luca Nets. 
You know, now that now that 

1067
00:54:08,920 --> 00:54:11,080
Penguin's been announced, we can
drop that ball, baby. 

1068
00:54:11,320 --> 00:54:13,680
So Luka Nets will be on for 
Penguin hour. 

1069
00:54:13,880 --> 00:54:16,400
Tomorrow's the big special. 
I'll post the show mission set 

1070
00:54:16,400 --> 00:54:19,360
your reminders. 
We may break X tomorrow morning.

1071
00:54:19,520 --> 00:54:23,200
Penguin drops Lucas coming on 
the show because, you know, you 

1072
00:54:23,200 --> 00:54:25,040
know, we've got to get him on 
rug radio and then we'll be 

1073
00:54:25,040 --> 00:54:27,400
live. 
So anyways, Tyler, let's keep 

1074
00:54:27,400 --> 00:54:28,920
going baby. 
See y'all tomorrow morning, 

1075
00:54:28,920 --> 00:54:32,000
10:00 AM Eastern Standard Time 
for the episode of FOMO hour on 

1076
00:54:32,000 --> 00:54:33,480
rug radio. 
Let's go.

