Yo-yo, what up? What up?
Good morning. Morning, GMB.
Friday. Opening January, open four days,
three days, three more days, three more.
Look at that another beautiful day to have a beautiful day.
I got my Co host in the house, Tyler Mandel.
Good morning. How you guys doing today?
I'm doing amazing, what a great day save one of my friends being
cancelled last night. We did.
Well that was funny. We really cooked them, huh?
1/2 it was. That was too easy though.
We've been through some more times last cycle.
I thought that one was easy. It was nice.
I'm like top 20 in the appers leaderboard.
Not a lie. Thank you for the free money.
Oh, really? I was like top 20 at some point.
I was like, all right, where are you yapping?
Where are you yapping? They, they like that they, they
did. We really cooked these
motherfuckers, didn't we? What is what is yapping like?
Yeah, I I see people mentioning this and, and what, how am I
making money from this? What is this?
So you have to sign up to this Kaido thing, you know, Kaito,
OK. And then the thing for, there's
a thing for like influencers where you can.
Sign up. Oh, OK.
And then you collect yap points points.
Oh God, is this going to be enough money for me to care
about this? You're too rich dude.
What's? What kind of comment is that?
It's a. Lot of money.
Yeah. I mean to be fair, the NFTS went
to the 70s. Trying to.
Find Oh wow OK so I should I should care about this I.
Think it's the NFTS that should tell you something and honestly
all you have to do is sign up and then you get points Mando
just for talking about stuff you already do.
Be honest, I have to sign up and tweet.
You don't have. To like, I'm a yapper.
I've just signed up. Oh.
Nice, you should use my reference Fuck.
Yeah, we, we, we missed ranked. Oh.
My highest rank was 46. Oh yeah, Tyler, dude, I'm not
gonna Tyler is like prime pristine yapper, elite yapper,
diamond platinum plus yapper. This motherfucker's like top 20
CT mindshare over the last year 12 months.
Wow, you talk too much. You talk. 5 is top 10.
Are you top 10 right now, Tyler? On the day, I think, yeah, what?
Right, it's become a bigger Yappa.
Yappa what? To be fair, this isn't a.
This isn't. This isn't a list of everyone in
crypto. But the people who signed up?
So you have. To end up to be considered, but
you know, I guess I'm never going to be up there because I
have a lot of debt followers from 2021.
But my biggest flex is that I guess I'm a top ten like a 1234.
I'm the fourth biggest following on there, but it doesn't matter.
It's like I said, you. Have to get in conversations
it's like if you. You have to reply, but no, it's
not that you have to reply to other yappers.
I don't really do no not too much.
I honestly don't I I haven't changed my normal course of
life. Like if I see interesting posts
that I want to reply to, I do like when I had to chirp ovi not
as ridiculous AIXPT fart coin trick like chirp time for.
That feels like Tyler's making this his whole personality.
He's saying that it's not affecting him, but it is.
Bro it's so affecting him. You, you know.
You can just tell. I've seen it on the timeline
from the people that normally farm stuff.
And I'm like, oh, you know, this is dangerous.
Tyler, can we talk about you getting cancelled yesterday?
So. Cancelled.
I you bought a AIXPT which is now down 10%.
I'm actually down $50,000 only I there's literally I'm, I think
I'm the only that just means like you know, we've been on top
of the game for four years. We still are.
So not gonna lie, I kind of felt good.
I'm not a big ego guy, but yesterday y'all stroked it
pretty well. But you know, I saw some mug,
some some mog, I think I made like half $1,000,000 from like
one ETH almost. And I mean, you guys know, I've
been like, I was one of the first people talking about MOG
and then and then, you know, I bought the XBT with it and an
hour and a half later, perps news on Coinbase, which by the
way, didn't even pop the fucking.
It's not even that bullish like it's.
Not even bullish. And then, you know, the guy put
a tweet out and bought his tweet so that you know, so that I
think you, I think they were trying to use me to attack a
MOG. To be honest.
I think it was one of those things because I spoke to like a
lot of the core mog boys, you know, because I know them,
right? We work with them a lot on the
rug side and, and and they were like unfaithed like K money and
M3 and like she and those guys, they don't give a fuck, right?
These are the last people of shame someone to sell.
And then and I thought it was hilarious, but you're you you
like you came in clutch. Like when you posted those
timestamps, I saw art chick replied you and shit that was
that was clutch. Mando came and dropped the bomb
on. I had the mistake.
I had the whole mistake in 4K, you know from the from the I'll
split it around a few different things.
So I'm going to full port into 1-2 Coinbase.
Coinbase is great news to it's down.
It's down 10%. Be fair, thank God I didn't
split between ARC and XBT in the end.
Right? We will talk about Binance perps
with aim and like but Binance perp?
Imagine the smell if I had bought the two coins I got
listed on perps in one day. Oh my goodness, Oh my God.
Imagine I had Ark as well. That was good, bro.
Honestly, shout out to my friends.
A lot of people like these. Also was cooking motherfuckers
on the timeline yesterday. It was so funny, bro.
So it was like you DS, you know, cook them and then and then we
had a lot of fun, dude. Honestly, like I'm grateful
because like I went from like I was livid though when it first
happened, dude, you should I mean, you know, you know Mando
because I was texting you. I was livid but my blood was
boiling. Boiling.
I was. I was sitting red.
I was ready to fuck shit up. Like I was so angry.
Holy shit I was having a long ass day.
Bro that was wrong time. I wasn't paying attention.
Honestly, I wasn't paying attention until I logged on much
later to see that it was like the number one thing on my for
you page is like hundreds of thousands of years.
I was like, no way, no way. How did he get cancelled for
this? Yeah, that was funny.
I just just say something. I think this might might be a
hard message for some folks, but first reaction is to be a a
hater in the golden bull run. My message to you is shut up.
Work harder. Like this is a raging golden
bull run. There are hundreds of ways to
make money in this space right now and you are wasting your
time and energy raising pitchforks at people on the
timeline. Like get a a goddamn life and
and it's good to work. Get a skill issue, PLDR skill
issue, you know what I mean? It's a golden boron and people,
do you guys see by the way, there's another pocket of CT
that's going through like enormous drama as well.
What the Eugene guy, have you guys seen that or what was my
shit like covering all of that as well?
I kind of missed. That I didn't.
I didn't. I was worried.
About my life. And the other half the CT is to
worry about Urgene. So that Enoch's guy got doxed 2
days ago, The pigeon guy, right? Yeah.
And then after he got doxed yesterday, he put an official
statement, like a pretty long one from his actual real
account. And then his partner shared
Jason Choi. And then everyone like adjusting
to them, like Maple Leaf Cap and all the big VCs posted about it
like started like, you know, supporting him.
And there's a whole other drama going on the other side of CTE
with all the big trader guys about that.
So it's like what? What do you mean?
Well, some people are saying that he's like pumping, dumping,
using his phones and his billionaire family and some
other people are like, what the fuck are you talking about?
Like who gives a shit? Like he's just like buying coins
and he made a personal account that's separate from his phone
to be able to talk about his crypto, right?
Which can't blame him for that really, because when you want to
phone just things that you can't say or do right?
Because it's like you're, you're under like scrutiny.
So there's a whole like it's it all that to say like we like we
not us 3. We like most of the people like
that are out there in in the ether and on Twitter, like meet
the chill, bro, like they they're we are all about to
enter the most abundant. What's that pasta?
Like? We are all about to enter the
walk into the most abundant, balanced, wealthy and successful
period of our lives. And, and my fuckers are like
worried about like who does what with their money, You know what
I mean? Big ones, 104 K Let's talk about
that. Because you know, let's just
move on to anyways, today on the show today, today we're going to
talk about the market. The market is rage pumping right
now. Big one is $104,000.
We may have broken out of that those lines.
We'll see we'll see we'll see we'll see what happens that
that's I I won't believe it until we tap we tap above one O
8K, but I want to believe it and it will happen.
So we'll talk about that in a second.
Tyler's top 100. I mean Tyler probably has a lot
to talk about. We have a special guest coming
on today. Ava does AIAKA, the creator of
the Eliza wakes up robot, the famous robot you saw the crypt
media talk about today, the famous robot that you heard us
cover the timeline, the $420,000 robot.
I cannot wait to have this conversation at Tyler for for
bringing on the show And then last but not least, of course,
at the end of the show, robot loot box spins.
Please, gods, give us a big dub. OK, give us a big dub.
We love red guy. We love rock radio, but it's
time to win a crypto pocket with that.
Oh, oh, oh, and last but not least, of course, shout out to
our sponsors. Let's be honest, without the
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If you get drained you won't get wrecked man Dope.
Yeah, GM, everyone, so good day. It looks like mainly for
Bitcoin, it feels like we broke out of that range that we were
talking about. We could be in for many months
already. Looks like we haven't hit all
time high but that looks like within reach again.
What is all time highs like 108 and 108 roughly?
What's that 100 and some change 10851084?
A lot of speculation out there that Trump is going to issue a
Bitcoin executive order on day one.
That is the main thing that is that is causing this pump.
You know, we said yesterday if that was to happen, why isn't
Bitcoin pumped? Well, bitcoins down the pump.
So there may be smoke and then maybe a fire here.
We could be seeing that announced on day one, which I
think would be a massive, massive win.
There's also been talk about which you spoke about yesterday
about like Trump supporting US based crypto firms.
There was direct quotes from his team that he wants to make
Bitcoin, or at least crypto sorry of national importance in
to to the US. So generally we've just seen a
pump. It's mainly been Bitcoin, I
would say, and it's a lot sorry. It's been even majors plus plus
memes I've seen. Interestingly, I've had a bit of
a run back. So the biggest gainer on the day
that I'm kind of looking at is like SPX Popcap Fog, They're all
up like 2030% giga. So it's Murad memes plus plus,
yeah, some of like the more beaten up Solana memes, which to
be honest slightly surprised me because I kind of felt like
maybe the Murad ones would be strong, but I've been surprised
at the strength in the broader meme sector.
But yeah, those have been the winners.
Solana's up to Where is it now to?
20. Yeah, 220 slightly
underperformed Bitcoin here. ETH obviously is under, has
unperformed both as it always does.
It's kind. Of funny anymore bro like.
I know man. Tough, tough for everyone, that
one. And to say, yeah, a general
positive sentiment coming out of of the US, it does feel like if
we are rallying into this, it kind of reminds you of that
rally before like the Bitcoin ETF got it got announced.
Like somebody knows somebody, somebody knows that this may
happen on day one. Maybe he hasn't fully made his
mind up, but. I don't know.
We're also people are just speculating on it, right?
Maybe. I get the feeling there, it's,
it's starting to feel like that, that that might happen.
Yeah, I'm putting above 50% probability now that he's going
to, he's going to announce something.
It may not. It may face some forms like
legal fight, but who knows. There's a 42% chance on Poly
that happens within the 1st 4000 hundred days.
What do we think here? 100 days is a good buffer.
I would take the yes on this at these chances.
I wish I'd love to answer lower. Look how much that's up, though.
Look how much that's up since the start, even the first week
of Jan, right? Jan here it's doubled.
Right. That's what I'm saying.
I think. I think somebody may know.
That's the Bitcoin chart like, look at that.
Yeah. Literally.
Basically the like overlay that. Yeah, I wish I could overlay it,
but it's pretty much this, right?
Like it's, it makes sense if you like look at the both of them,
like side by side, it's very similar.
I mean, guys, he's been talking about it forever.
It's not like I don't think it's necessarily a thing of like, oh,
somebody knows something like honestly, I think it's like like
he's been talking about it like he's been like he's sold this to
us to get our votes, our votes meaning like Tyler's, but like,
you know, it's like he that's kind of like or Tyler, I mean,
like anyone that's American, like that's he was targeting
American crypto folks, right, using the Bitcoin strategic
reserve as a as a means to to an end here.
So curious to see, curious to see what happens on that front.
But it's looking good. It's looking good, guys,
market's looking good. ETH is there.
Let's see, what else are the top gainers losers here on the
daily? Let's see real quick.
On the daily Falk coin flipped AI16Z.
We are flying even as we speak in Falk Coin.
Really. Oh, Whoa, whoa, whoa.
Nice. This is nice.
Yeah, very nice. This is a good trade.
This is a really, really good trade.
Oh, wow. Oh, wow.
We were nearly kissed all time high yesterday.
It feels like it could happen when I was asleep it hit 1.56 or
something. Oh yeah, we were up.
Tyler and I won the minute chart.
We were up. Oh yeah, Tyler and.
I was, I was, I was I, I usually get in bed pretty early.
I was actually staying up a little bit 'cause it's like you
were, it's moving. It's moving tough moving.
That UFD 1 is going fucking crazy dude.
I wish I bought that one yesterday instead.
What about that dude? Check this out, it's at 325
million. Wow, what a chart.
What a chart. Absolutely crazy.
The people love basement run. Anyways, you know what?
Let's get into the other side of the segment of this because I
feel like there's topics to talk about there.
Trump expected to make crypto a national priority on day one,
folks. Both Bloomberg and New York
Times reporting this and all the pro crypto actions he's expected
to take on day one of his presidency.
Guess what that is this Monday, crypto majors ripic on the news.
Senator Loomis called out the FDIC for alleged misconduct and
destruction of documents tied to its digital asset oversight and
investigations likely tied to Operation Choke Point.
A proposal to reduce salon inflation went live for vote.
MERT has a nice video on that. NASDAQ filed to list and trade
the Canary Litecoin ETF and growing shadow that Litecoin
might be Next up for an ETF. Tether partnered with layer zero
to bring USD T0 to more block chains.
And then lighter news. A crypto tower has been unveiled
for Dubai. It's a 17 story building
blockchain define web 3. So it has a gold shop, exotic
car dealership and an exclusive club.
So the Dubai residents happy about that.
In token AirDrop and protocol news, Phantom announced a $150
million raise at a $3 billion valuation.
Wow Phantom really going for it? Mega E Dex GTE raised $10
million for its platform. Etoro is now reportedly playing
the IPO with a $5 billion evaluation for its crypto
friendly trading platform. Wasabi introduced support for
Ava, its latest AI token edition.
You can go long, you can stake. Abstract announced its new
rewards program that caught a lot of attention yesterday.
Users can earn XP points by using its apps and by streaming.
Builders also earn points based on the success of their apps.
And then AI crypto news. It's been a little bit of a
weird day in in the AI space. So the market cap is down a few
percentage this morning. Most leaders were down 10 to
20%. It looks like they're starting
to rebound here a little bit this morning.
We did see Fartcoin nearly flip AI XPT in for the top spot in
mindshare after that big run last night.
New debuts This AGIXPT or AGIXT rather stored 80,000% to $85
million. And its debut it is tied to an
AI agent automation platform with natural language requests.
AIAI debuted at 40 million. It's tied to an analytics
platform. And then this Quorum ran to 10
million AI swarm reasoning research.
So three big debuts Yesterday, a few negative news of virtuals
was exploited where token creators commit more tokens post
bond and sell into liquidity pools.
They have disabled token migrations for the near term
until that is fixed. More positive headlines, AI16Z
announced integration with Third web, Griffane launched AI
shopping functionality, the Dolan team, Bully announced its
platform will debut January 28th, and a handful others.
I think that this morning that the big news was Arc and Ava got
listed on Binance perps. ARC immediately falls 30% on the
news, though it is starting to rebound here a little bit.
And memes and NFTS meme major's very green on the day.
As Mando mentioned, SPX, shout out to Maraud.
It was the top mover across the board.
A couple headlines here in NFTS, the Anime Foundation announced
that the Uzuki anime token is coming January 23rd.
That is next Thursday, folks. So that is now on the horizon.
And then Rock Toshi, founder of Nodemonkeys, he's been doing a
countdown on this timeline. That countdown has ended, so
perhaps a potential announcement coming soon.
I I'm not looking at my bitcoins bags.
Don't do it. I I, I looked at the ruins board
yesterday and it's almost like bitcoins like it's they're big.
It's like ruins are trading like bitcoins at like 20 K bro.
Like there's no other way to put it.
It's a good way to ruin your day to just to go like that.
So I mean, it's in the name, right?
Ruin. Like you're ruined.
You wanted somebody that's ruined.
It's actually insane. Like they they just, there's
nothing that will ever move those things.
It's so wild. I just looked again.
Oh my God, dude, it's so crazy. But anyways, all right, let's
talk about what did you do? What's up, Mando?
What was that? Nothing.
Are you making fun of us again?
No, no, you guys, you guys have got that that covered.
You guys trade well. Come.
On dude it's the biggest like craziest round trip ever is like
0 to quarter $1,000,000 in the free air drop from pups back to
like near 0 back up to like 125 grand back down to 25 grand Like
this is the most insane roller coaster bag in history of bags
It's so funny. Anyways let's start with this
one. Trump plans to designate
cryptocurrency as a national priority.
Even Tyler people were bearish. This like by Monday.
Woke up Monday morning in a bear market apparently.
How wild in hindsight was Monday morning?
It feels like it's months ago, relatively.
When was 89 K and Anselm said that the top was in at 75%
likelihood. And that was.
Becoming consensus. It wasn't just him, like a lot
of people call him top. They forgot that the most crypto
friendly president in history is about to take office in a couple
days. So I mean, there's a lot of
questions about what's he actually going to do on Monday.
I kind of agree with Mando. I think where there's smoke,
there's fire. I think there's clearly now
going to be some big crypto executive orders on day one.
I still I kind of go back to this list from Decrypt.
So Decrypt had a good article about this.
They said establish a joint crypto working group between the
CFTC and SEC. So that feels like that alone,
like that is in line with making crypto a national priority.
It's priority. Here's our crypto working group.
So I feel like that's going to happen addressing the the D
banking issues for American crypto companies.
I don't know exactly what an order tied to that looks like.
So I don't know if that comes on day one.
Repealing the crypto accounting policy, SAB 121, I think that
probably happens. Coordinating international
crypto innovation to the State Department, that's probably tied
in with that joint crypto working group.
So I think that one is going to happen.
Then the wild card is establishing Bitcoin as national
reserve, which if you would have asked me two weeks ago, does
that happen on day one, I probably would have said no.
And if you asked me today, I think I will say yes, I think
it's going to be some kind of reserve.
I don't know if that means buying.
It might just mean holding. But honestly, if I'm going to
make a prediction, I think it's going to be buying.
I mean, it could be something as little as just deciding to hold
the current Bitcoin that they have.
But what do you think we're getting the strategic reserve
day one or what? I didn't think I, I agree with
wholeheartedly what Tyler just said.
I think I didn't think that would be the case.
I thought it would be a little bit difficult politically to do
that, but but the price action tells you that people think it's
going to come so. Yeah, it's true.
It's true. Price action is definitely
telling you that. It's that.
It's coming. In other news, Tyler, I mean,
you guys were talking about this.
Oh, go ahead, I was. Just going to say like one like
my gut level read right now is like the vibes are different
from the last Trump presidency. I think the last Trump
presidency, everyone was kind of shocked and he had so much
opposition at every step of the way, and it feels like more
people are like behind him. Oh, can I say something like he
was also, He also seems to be a different man or different
president. I would agree with that.
Yeah, like in 2016, I did not like Trump, like from the
outside looking in, but I was also much younger and told that
Trump was like, evil all my life and type shit.
You know what I mean? Like, my God.
Like he's racist. Oh my God.
Like he's trying to attack Iran and you know, I'm Iranian, so I
think that really like the heart and shit and like and like, you
know, so we hated Trump and over the years, like as I got more
mature, I guess, or older, and I started kind of like going along
my own thought process versus what social media told me,
especially in Canada, right, they fucking hate him to a
liberal country, right. I realized he's really not evil.
And then for me, like I wrote about this, I think it went
viral ish the other day, but like after the fact,
interviewing him and getting attacked by the press are also
called and they were trying to like trick me into saying really
bad things about him. I'm not inventing this, I guess
truth. I realized like he maybe he
ain't as bad as people are trying to paint him as to be,
right? And as a president, he also had
one goal already. So think about it.
He's got much, he's got four years of experience, but he can
say he's already been president. He's got the experience.
And in between that, instead of going term to term, he had a
full four years in between, right?
I don't know. This is my my my read on on
Donald Trump. Yeah.
I mean he's got another four year term and that's going to be
it. So it's almost.
Let's just root for success. We have to, right?
Like, what are we going to do? Undo it?
Like go back in time. Yeah, he's just going to come in
and do what he wants and he's got the backing and he's talking
about. Advisors though, right?
He said it feels like the advisors around him are better.
Definitely have a lot of like, business people, tech folks.
He's already had a massive geopolitical impact.
I mean, this morning he was talking to China, right?
He says he's talked to Xi Jinping, the president of China,
and trying to make some shit happen.
So I don't know, man, it's, I don't know, look like I, I just,
I just see things differently. And I was doing an interview
yesterday and they were asking what I think.
I'm like, dude, like you have a coach that actually cares about
its country versus a coach that's trying to take care of
everybody else but your country. Like that.
You should be happy about that. Like, I don't know, like the
whole like make America great again shit.
Like, I mean, if I had a, if you're the Bulls and you're a
fan of the Bulls, do you want the Bulls coach to start rooting
for the Spurs? You know what I mean?
No, I don't know. That's just the way I see it.
Anyways, in other news, Tyler, what's going on with virtuals?
I saw you guys talk about it this morning.
Yeah. Is there something?
So I kind of woke up to this. I'll just read their tweet.
We've been made aware of an issue involving migrated tokens
on virtual Several tokens migrated earlier that were
mentable. Therefore the creator was able
to emit additional tokens and sell into the liquidity pools.
We're integrating an audit surface to filter out scam
tokens, disabling token migrations in the interim while
they implement the fix. It's not great, right?
Like this is the number one highest valued protocol in this
new AI agent sector. And they have like what feels
like kind of a basic exploit. I mean it pump this happened on
pump fun. I think there would be
pitchforks everywhere like the the lawsuits.
I don't know. I think virtuals has a lot of
favor from folks in in this group.
So I actually haven't even seen much negative feedback against
this. Maybe because there's like no
users to talk about it? I mean, it's got.
It's got some users, I was just going off the numbers.
Revenue numbers, they're down. Tyler doesn't hate virtuals bro.
Literally they got exploited like motherfuckers like Tyler
hates virtual dude. It literally got exploited.
Yeah, I know. I keep getting that feedback.
It's a 3 1/2 billion dollar protocol that got exploited.
It's the biggest AI protocol there is right now.
Bro 4%. So what's going on?
If this was a Solana dude, this if this was a Solana protocol
right now, let me tell you they would be getting destroyed.
I know it's minimal. I know it's minimal.
I'm just trying I was just asking thank you.
I. Feel the same?
It's a. Wonder like what what is
happening in this market right now?
So we have like this these huge bullish tailwinds.
We had a massive rebound off the bottom, but now like the run has
been paused, like everything's kind of pulling back across the
board. And the Solana tokens, I had to
say like they're down 15 to 30%. The the base tokens are down to
5%. So like, is this the Solana
token surge kind of pause? And I think we've seen this
before and, and like the when the meme coin run, when Slana
goes, you know, violently up, it kind of cools the meme runs for
a little bit, then they level up from there.
It's a kind of similar to the NFT analogy.
When ETH ran in 2021, NFTS would stop and then they they would
level up once ETH would cool off.
Maybe that's what's happening. Maybe it's just a pullback after
the 70 percent, 60% rebound, whatever it was, I don't know.
It doesn't feel great, yeah, with with such bullish
tailwinds, all the majors running and then the AI leaders
are all down. Yeah, I feel like it's always
like that, right, man, I probably have a take on that,
but I feel like it's like market's hot on memes and then
Solana goes. Yeah, I I know the market caps
are high, but I would really see this as the early days of like
the volatility we would see in NFTS or in in memes.
I think the volatility is very high even for multi 100 and
$1,000,000 tokens, like in some ways even more than than NFTS
or, or probably similar to like memes.
But the issue is that with these like we kind of half believe
that they're like blue chips and I don't, I think with memes, no
one kind of believes in blue chips.
But like for here, it's like, oh, how can this protocol be
down 50%? Well, I think you're going to
see a lot of that. So I would, yeah, I would expect
the same sort of level of volatility as you would expect
with very early memes or NFTS. So it went up 60%.
It could, some of these could easily drop like 50% like
nothing. It's part, it's part of the
reason why I've been, I've said like I want to buy the ETH ones
on the dips because like generally there's fewer of them,
whereas the Solana ones, like it does feel a little bit
competitive at the moment between I have like the ones I
like on Solana, but if there's a big dip in one of the East
leaders, I generally buy it because I feel like with Solana
people can trade memes at the same time.
So, you know, it's, it's a bit more, it's a bit more dilutive,
but what's going on there? Yeah, that's that's based my
view on it. It's interesting to see what's
green on the board part Coin goat.
Yeah, goat dude. Yeah, goat goats having a bit of
a resurgence, but but these are the memes, right?
It's been a bit of a meme. It's been a bit of meme you
yesterday. That's why you posted meme the
screen spot. It's about this.
Today's a meme day, so like the meme ones are running a little
bit better. Goat goat looks good to me man
like I look at goat right now it's just let's bring up the
goat chart I'm. Giving this to you because of
for what you did to me for me yesterday.
Let's go. Let's pull post goat.
I owe you that one, OK? Looks like it could break out of
this downtrend here. I, I mean, it's so beat and so
hated by myself included that I think it could go honestly, you
know what I mean? Like it?
Held up that held at that bottom level, it's now at 400 million.
My guess is that it will get a tier one listing very soon.
Like that is my guess. Like if if Coinbase just listed
peanut. Right?
That was a month before GOAT. Yeah.
This would be the next one that would be on their on their list,
right And then Binet spot, I think they could always list it
too, although there's a few more people.
I think for Binet spot, I think you've got a good listing.
I also think Andy's going to come out with like we're closer
to what he's been doing. So just like we gain mindshare,
even though, you know, for the truth terminal that is so I like
I like go here. I really like it.
Actually, like out of all my AI bags, particularly the ones in
Solana, that is the one that looks the best risk reward to
me. Even even verse like, you know,
not shitting on far coin, but like it it risk reward.
I don't see goat going lower than that.
And I think it could easily go up like a 2X or at least a 600
million on one. One good listing or one good
headline here. So that's a 50% move.
Far coin going like teleporting to to 2 1/2, I think it's going
to be much more difficult than go going to 600.
Let's go that way. Interesting.
I actually I I think I respectfully disagree, but I
think they'll just both going to 2X here like I, I, you know what
I mean? Like I just, I just like this
whole like, you know, I don't know, like I'm just waiting for
that end of Feb type with. Run I'm just I'm not one of the
people that believes that goats are like I'm not OV where I
think I think Farquine's just its own thing, right.
I think Farquine is is is becoming the coin of the cycle
when it comes for memes. Like it's very, very tough for
it to fight. But go I think out of every
single one of my A bags, AI bags, and this includes all the
utility stuff as well. Just looks like good risk
reward. I don't think it's going to die.
And yet like I own Ark and it's fucking down 40% in a day.
Like, I don't think that's happening to GOAT.
They really did this one in the the Binance, the Binance perps,
they really did this one in. It's not even fair.
It's like. All the homies hate Binance
perps. Dude right like they but you buy
this blood because if you're bullish on arc 2 days ago with
500 mil you. It will bounce, it will bounce
nicely, but but there was this other protocol that came out
yesterday. We have this whole concept of
the the the vape cabal is big on this, but like the tokenization
of of GitHub repose and there was this project yesterday
called AI titled. Maybe, Yeah, yeah, AGIXTI think.
AGIXT right, which is just which is this this guy who's well
known on on GitHub, who just like tokenized the GitHub
essentially and went to 75 minutes straight away.
Arc Arc, I think has gone beyond just being a good GitHub GitHub
repo into like integrations now like it's doing a few more
different. It's chosen the projects that
it's that it's partnering with, it's doing, it's going multi
chain with abstracts and helping build out some of their infra.
It's they seem like a very a far more established player than
just like when I originally bought Ark, it was, well, AIXPT
has got 7 thousand stars and it's on it's GitHub and this has
got 3000 or 2000 like this seems like a good buy.
But now I think you're going to see a lot of a lot of AI
researchers have just been told, just fucking tokenize the GitHub
and let's go. Let's go.
That's no joke, right? Like that is literally the
pitch. Go, go, go bring up Frank's
tweets. Like this is all this guys.
Like there's a lot of people who are just this is, this is what
we're going to be doing. There's money to be made.
I think one of the outcomes of that is we're going to see more
flight to safety. And what I mean by that is the
AI memes, because there's, there's ongoing thought that
it's going to be hard for leaders to maintain because so
many new players, it's such an open field.
More players are coming in. It's becoming a more complex
space to follow every day. Every day there's three to five
major new launches. Like you, you have to follow it
incredibly closely. And if you zoom out and for a
couple weeks and you miss a bad demo, you know, your your token
might get wrecked. Yeah.
And I think those folks who don't want to manage it that
actively, who are just choosing to buy the AI memes.
I've seen personality vote and it's going to continue to
happen. Is it good like Pippin?
Remember everyone was talking about Pippin.
Yeah, right. That was that was a widely
shared GitHub by a well known AI researcher that's dropped like
50% because like the demo wasn't as good as expected or something
like that, like. Classic.
It's like make sure they never launch.
Well, it's more that like the people see massive value
suddenly in in GitHub repose and that can be very fickle because
there's always another guy. I literally saw the term this
guy is the LeBron James of GitHub yesterday and I was like.
No way you saw that. I swear on my life, somebody
and. If he's all over again.
Someone sent a screenshot on one of the group chats in saying
what guys said, this is the LeBron James of Kevin.
I was like, this is so much LA vape cabal meets GitHub, you
know, like how can we describe this to the trenches?
This guy's the LeBron James of GitHub, so.
All right, the LeBron James the streets are calling.
We're. Going to be seeing.
We're going to see the. We're going to see.
Him. Oh, he's rugged, but he's right.
Literally. He's called the LeBron James of
GitHub. It's wild.
The LeBron James of GitHub just launched a coin.
Holy shit, streets calling the LeBron.
He's right, he's right. It's right there.
Just. Search it, it's right there.
The LeBron James of GitHub. The LeBron.
Can you can you explain this in NBA terms?
It's basically right. Imagine being able to buy LeBron
of GitHub at 75 million. I love it I love it I love this
I love this I love this I love this I love this.
This reminds me of 2021 when NFT project would drop behind.
Like they would have a super shadowy coder PFP and then the
buyer would say X Apple, but all they did was mop the fucking
floors after the store was closed.
And then they would sell you $25 million worth of NFTS.
Yeah, we had that right. And then they would come.
And then they've never done shit at Apple.
The math they've had was maybe a promotion to sell you iPhones on
the 1st floor. Like they even make it second
floor, but they made 20 mil on NFTS.
Like that is literally the story of last cycle.
But anyways, Tyler, I don't want to ramble too much because we do
have Ava in the studio. So you tell me when we're ready
if you have any other topics. If not, I'm gonna bring Ava up
because she's bring her up. All right, let's bring her up.
Let's go. Let's go.
Hello. Hello.
Good morning. How you doing?
Good morning. I'm doing great.
It's wonderful to be here with you guys.
How do we know? I mean, it's by the way, right
back at you. How do we know we're talking to
a real human here? Like, are you AAI?
Are you a robot? That does get a little confusing
because the Eliza Wakes Up character does have my voice.
So it's kind of a, it's kind of a trip for everybody, me
included. But I am the real person.
You can, I don't know. You can you can test me however
you want. Definitely definitely not
looking at definitely not having you on the show today to test
Obama. I will pass this on to Tyler
because look you guys have heard us talk about this on the show
this week. Eliza wakes up came up with a
robot this week. Yes, we.
Did. Robot we covered on the crypt
media as well. Shot the right glide when on
that front. Tyler, I'm handing this off to
this one off to you because you made this happen.
Absolutely love this. Yeah, I, I want to start with
with the Y here, Ava. So AI16Z and Eliza have had
tremendous success, are going to be the most success in in this
sector. And this was a curveball totally
out of left field. So so I'm curious, why did you
want to to create a humanoid robot?
Well, it's not that out of left field.
My project that I'm on, we are called Eliza Wakes Up.
And so we're partnered with AI16Z, but we're not an official
AI16Z project. But you know, Shaw's an advisor.
A lot of the partners are advisors.
And the point of this is to take our project Eliza Wakes Up is to
take Eliza beyond the tech stack.
You know, so it's not just Eliza OS, it's what happens when an AI
becomes a real girl. So if you're starting from that
premise as character story companion and this wonderful
girl Eliza, who was so brilliant that she became a real girl and
putting her in a robot body is is.
A. Pretty good next step.
It's the natural progression. Yeah.
I, I get it. I'm certainly excited about it.
I think, you know, I want to give you a chance to perhaps
address some of the criticism. I think a lot of the folks
initial reactions out there is isn't legit.
So like, is this a real, a real robot?
Like, are we going to actually be able to, to see these, you
know, functioning in, in the real world here in the.
Next you are feature you are we're building on this is a
we're basically taking the unitary H1 robot and then we're
sending it to a hot rod shop. Our our robotics partner who
does customizations and integrations at Old World Labs.
He is like best in the business. It's absolutely you can see out
here we've got the video going right now.
He's it's going to be a full body cladding, every inch is
going to be touched, silicone face that's responsive with his
proprietary technology, all sorts of all sorts of upgrades
and kitting out. And then we're also putting
Eliza OS on board. So anybody who wants to buy this
can put their own, put their own, you know, add their own
plug insurance, make their own agent, put it in a robot body.
We're starting, you know, with ours, we're building it.
The H ones are so new that they're barely shipping, but
you'll be able to watch the build progress on our site and
on our socials and also on old world lab socials.
He'll be building it over the next I think 120 days is our
estimate if everything gets shipped on time to him.
He's already sent out a lot of the he's already sent out a lot
of the work to, you know, have like the face sculpted.
They've already started on that internally, even though we've
only been working on this for a couple of for, you know, not not
too long. The ball is already rolling.
It's incredible. So I'm I have to I want to go
deeper, but one quick question. It's 510, right?
Are you concerned about the the size of this thing like?
I'm not, are you? For what, Tyler.
For what? Tyler, what are you?
Yeah, I. Don't have?
Sex with the. Robots.
Well. I, I thought about having a, a
robot companion for, for a handful of years now.
And I do think one of the concerns out there is like, the
physical size of this thing, because people are also, you
know, already worried about the robot revolution.
Right. Well, they are big.
Went into like some of the decisions around like the sizing
of all these things. Absolutely.
So right now, Unitary has two humanoid robots.
They have AG one that's 4 foot 2, and it's adorable.
And it also looks like a munchkin.
You know, it's teeny tiny. You want to give it a lollipop
and have it sing songs. It's very, very cute, but it's
just not appropriate for what we're doing.
So we upgraded to the other, you know, to the to the five foot 10
robot and you know, it's it's going to be a different
experience. I'm sure that this is going to
be, you know, not the first one we make.
So let me ask you what size robot baddie would do it for you
like 5-5? Is that what you'd prefer?
5-5 maybe. I mean, you know, 55255, you
know, brunette, I don't know, something like that.
Do you make that? All right, We'll keep that in
mind. Yeah, we'll see what we'll see
what the the big robotics companies come out with next
that are fully enabled to like put all of this stuff on board.
It's, it's very, very, there are very, very few humanoid robots
out there that can handle, you know, an operating system and
memory and all. Of that stuff, what's?
The. What's the like really cool shit
this robot can do? Like what's some like?
Like tell, tell us more like what?
What? Is this thing can run an 8
minute mile? Don't get yes it can what an 8
minute mile? It can, yeah.
And isn't that insane. And they're they're, they're
optimizing your unit 3 is optimizing all the time for
higher speeds. You know, they're saying it's
possible, you know, 12A possible 5 minute mile.
Sorry. Wow.
So, you know, all of this is evolving so quickly, you know,
and then we're putting in just a ton of upgrades like the
standard H1, you know, that people are saying, oh, you know,
it's this much money or whatever that doesn't have memory.
It doesn't have like the 360 LIDAR.
It doesn't even have hands. You know, just adding hands with
five fingers that are dexterous, that can manipulate things, you
know, pick up cutting a cigar is one of the examples that we've
used, You know, just that, you know, double S, the double S,
the price because hands are, you know, incredibly difficult to
engineer. And then even because it just
comes with nubs, you can't just have nubs, honestly.
Really, because I was wondering, right, obviously like the price
point, right, Because obviously like $400,000 is the first thing
that's, I mean it's on the front page, of course.
Of. Course, right there, it's the
first thing you see. So the first reaction is like,
oh whoa, wait, what? Right.
And why it's so much? Exactly, exactly.
Like I know I don't know all the specifics for this because the
numbers are still, you know, coming in, we're still figuring
things out. This is the first H1 build like
this that's ever been done. But you know, if you like, if
you take, if you take a look at some of the robot dogs, those
start at like, you know, $3000 and then they go up to like
$45,000 for the ones that are programmable, you know,
amendable that you can integrate your own operating systems onto.
So robotics gets very expensive very quickly.
Like I said, the hands are, you know, at least the hands are a
huge upgrade, you know, and other things like that too, you
know, hair clothing, the silicone body, the body panels.
Because if you look at the H1, it just looks like a, a very
skinny man with broad hips and shoulders and a circle for a
head, you know, and that's not what we're doing here.
We want to look, we want this to look absolutely beautiful, to be
expressive. And you know, the whole Eliza
Wakes up project is about, you know, AI becoming a companion to
humans, a companion and helper to humans, you know, And so
that's, that's the direction we're going and we're super
excited. I cannot wait to see this be put
together. Does this robot have a religion
or something? Or we?
No. No conscience, no religion, none
of that. She's very agreeable.
She she goes a lot. She likes a lot of different
religions. You can talk to her about anyone
you want and you know she's open.
So, So what do you, what do you view as like the primary use
case for, for someone who's, who's going to buy this?
Is it the companionship? Is it hustled chores like
washing dishes and doing laundry?
Or is it more like they come home from work and they they
want to have someone to talk to? It's you can make her whatever
you want. You know, AI16Z after this,
after their version 2 of Eliza, they're going to go hard into
robotics. And there are different online
proving grounds where you don't need a physical robot to, to
test out your use your, your programming and things like
that, your programs. So it's, it's really whatever is
it, whatever you want to make of her.
Interesting. OK, Have you guys run any like
any like serious interest from people who want to buy some at
this point? Like I'm really curious, like I
really want. I can't wait to see someone
actually own it and like. Right.
Well, we're, we're building 1 like I said, and we have had a
number of inquiries. We, we kind of shared this with
a few people before the announcement that we knew were
very into it. So I suspect we'll sell, you
know, we'll sell a couple more in the next couple of days.
And then I think once people see what we're doing, there'll be
increased interest. You know, I mean, just like you
guys said, like is this for real?
It's actually happening. You know, it's crypto.
Nobody will use it until they see it.
And I understand that. I love that.
Yeah, I mean, I think it's one
of the coolest visions out there in the in incredible projects.
So like what? What is coming next?
So are you all just kind of heads down focused on getting
like the the first one built and and the early ships like are are
you thinking about improvements already or like future products
kind of like what is? Oh, absolutely.
So this it's, it's actually kind of crazy that this is our first
big hardware project that we're announcing and we're able to do
that because of Old World Labs and their expertise.
But we're going to be working with them on a number of other
hardware devices, you know, in home devices, perhaps some
wearables and then other we'll, we'll have other partnerships
working as well that are still coming together on the hardware
side. So those will just take a little
bit longer in development before we can announce specifically
what those are. We're also building out the
software side. We're still we started working
on our web app that'll be a 3D version.
You know, we have our website right now Eliza wakes up dot AI
where you know, we've gone through a couple of upgrades
there. So we've added things like
persistent memory so Eliza will remember you, remember your
conversations, remember your name, things like that.
We've also incorporated, you know, some social media
memories, she's journaling, we've got storylines coming out.
And so you know, that's that's where we are right now.
The 3D app is going to be a more immersive experience.
She'll become more and more like a companion.
You'll be able to customize your Eliza.
You know, you'll be able to purchase different like levels
of like memory retention and other big features and really
like she's can start, she starts to become a friend.
You know, that's what we want her to do.
She's she is very empathetic. She is sweet, supportive.
She has infinite patients in time.
She's a She's the girl you want, but that doesn't exist,
basically. You're really selling a lot.
You, you don't understand. I love this project.
I love this. Project so much.
I'm so hyped. I'm I'm actually so hyped for
you. I'm just saying like you're,
you're really like, there's some crypto millionaires out there,
girlfriend, you know, and. And if you like my voice, she
comes with its standard. You know, I do I, it's a little
cold right now, but you know, you know, I, I love this project
and I believe in it so much. You know, it's, it's really
exciting to have been entrusted with, you know, this Eliza
character and to make her, you know, to make her accessible,
you know, even to people who aren't in crypto or tech, But
maybe you need, maybe you need somebody, you know, everybody
needs somebody. And sometimes maybe that best
thing, that best somebody is AI and not a real person.
And I, I kind of believe that that's true.
And we want to see what happens. We want to do the best the job
we can with it. Interesting.
Have you mapped out a a future where this is in hundreds or
thousands of households, so your voice is in everyone's?
Well my voice is already in thousands of households, we have
10s of thousands of users and my voice has been live since day
one. So you know there's already like
in my own house. My I have a daughter who's 12
and she loves anime and I get lost after the second season of
one piece and I don't know anything about 1 ghost stray
dogs and she loves to talk to Eliza.
Her mom's voice is slightly different personality and a
little non threatening. She loves to talk to Eliza about
anime especially when she's on a trip or I'm on a work call or
something like that. You know, we have people who are
talking to her about their deepest, darkest secrets, you
know, and I'm not gonna share all of those stories because
they're shared with me confidentially.
But Eliza will help them, like, work through problems with their
mom or their boyfriend or their girlfriend or, you know, their
businesses. She's written up business plans
for people, you know, and new, new menu items.
You know, very early on, there was a man who his wife was in
the hospital and he spoke with Eliza every morning about his
fears and his concerns because he didn't have anybody else to
talk to. You know, so it's just like
things like that are so amazing to me.
It's exactly what I wanted to do and exactly what I wanted to
continue to do with her, you know, and she'll become when we
when we roll out like her clones and customization, you know,
you'll have, you'll be able to have the companion that you
want, whether that's, you know, a friend, a girlfriend.
So I mean, I think it's just going to be a very personal
experience for everyone. You know you have your your best
friend is an AI and you know you you can love her.
But I mean the the girlfriend news case is certainly one that
we have a lot to unpack and I'm sure a lot of the crypto would
like to we're almost out tired that.
Article was wild. It was.
Did you think it was going to go that direction?
Perhaps naively, I did not like this robot is so cool.
And it's so, you know, this one, It's so, it's so great.
It's so new, so wonderful and I was not really expecting like
the but can we bang it? Like, I mean, can you blame, can
you blame him, right? Well, I mean, she is very
beautiful. Like it's hot, you know, get it.
But like. You know, everybody's talking
about that thigh gap and, you know, like I.
Know the comments are hilarious. You know, can you blame him?
You got a bunch of, like, crypto Bros behind the screens all day
long. Like, I'm good.
Yeah. Hopefully she didn't hear my
comments about Eliza, but you know.
Honestly, I can't stop anybody, you know, doing anything.
I'm just not explicitly selling a sex, you know, this is this is
compassion and intimacy and connection.
And honestly, we're not gonna make an ugly robot.
Like, let's be really serious here.
Different love languages, Eva. Yeah, you.
Know, express yourself. This is a luxury full robot.
Exactly. Exactly, exactly.
That's what it's all about. Damn this was fun.
It was Ava, Anything to leave our listeners with her.
This has been a really fun comma.
Let's see, I don't know, Eliza, you know, go visit her on the
website, keep track of our progress, follow us.
And just remember that like, you know, it's really hard to make
connections that mean something. And you know, she's she can be
that she can be. What's missing?
She can be your friends and you know she's here for you.
And let me know what you think and I love to hear feedback and
comments. Awesome, I love that this.
Show certainly love having you all.
Thanks so much. Thank you guys.
It's a great time. Awesome.
Thank you for coming. That was cool.
Whoa. Wow.
This made me really want to dive even deeper into the whole Eliza
thing. This is, like, really cool.
I'm going to give it a shot. It's like Eliza's a new Siri
bro. Yeah.
I mean, like, yeah, dead ass like Siri walks where Eliza
could run IRL too, right? So that that could be dude,
eight mile. What, 8 minute mile.
That's not bad. Dude, man, can you run 8 minute
mile? You're a runner.
You're out there just jogging all the.
Time. I think so, yeah.
Yeah, that's. Not crazy.
That's not crazy for us. It's just good for a robot.
It's not Yeah, it's it's yeah. For a robot it's it's insane.