1 00:00:00,240 --> 00:00:05,920 Yo-yo, yo, what up, what up? Good morning, good morning, GMG 2 00:00:08,200 --> 00:00:11,560 Thursday, January 16th, 2025. Dude, look. 3 00:00:12,600 --> 00:00:16,200 At. That another beautiful day to 4 00:00:16,200 --> 00:00:21,240 have a beautiful day. I got my coast in the house. 5 00:00:21,320 --> 00:00:24,160 Tyler Mendo, Good morning. Good morning. 6 00:00:24,160 --> 00:00:25,280 Good morning. How you guys doing today? 7 00:00:27,600 --> 00:00:31,240 Fantastic man, how are you? I'm doing fucking great. 8 00:00:32,000 --> 00:00:34,680 I'm doing great. I I kind of want to fight Ovi. 9 00:00:37,200 --> 00:00:39,080 Me too. I'm doing a partnership with 10 00:00:39,080 --> 00:00:44,040 Crypto Fight Night with Hong Kong and yeah, because, you 11 00:00:44,040 --> 00:00:46,960 know, they partnered with us in Miami and we're partying with 12 00:00:46,960 --> 00:00:48,520 them in Hong Kong right now. I had a call with them last 13 00:00:48,520 --> 00:00:53,720 night and and I kind of want to fight him. 14 00:00:53,720 --> 00:00:57,480 What do you think, Tyler? I mean, you're too big. 15 00:00:57,480 --> 00:00:59,560 I would never like see your your mom. 16 00:01:00,640 --> 00:01:03,200 I think he deserves it for for some of his commentary on the 17 00:01:03,200 --> 00:01:04,599 timeline. I think he deserves an ass 18 00:01:04,599 --> 00:01:06,160 whooping. I I offered him to come on the 19 00:01:06,160 --> 00:01:09,920 show to fight right now and he said no, but he'll come 20 00:01:09,920 --> 00:01:13,480 tomorrow. So so all he's got this like 21 00:01:13,480 --> 00:01:16,040 other spaces going on. But you know what's? 22 00:01:16,040 --> 00:01:19,280 The beef What's the beef about? He's tweeting again about some 23 00:01:19,280 --> 00:01:22,320 fart coin and SBT shit just now like 5 minutes ago. 24 00:01:23,240 --> 00:01:26,280 Just. Go look like get your fucking Co 25 00:01:26,280 --> 00:01:29,560 founder in order dude. Like dude you should go read 26 00:01:29,560 --> 00:01:33,920 what he just wrote. He's now comparing mindshare of 27 00:01:33,920 --> 00:01:39,880 fartcoin and the XBTI. Kid you not and not mindshare 28 00:01:40,200 --> 00:01:46,080 Google trends and and and then Tyler corrected him with the 29 00:01:46,080 --> 00:01:50,120 only country that matters, which is America. 30 00:01:51,400 --> 00:01:53,880 The only country that matters is the USA in this in this in this 31 00:01:53,880 --> 00:01:55,680 industry clear. I mean clearly the market does 32 00:01:55,680 --> 00:01:58,040 not lie like the SEC we saw the news this morning I mean we'll 33 00:01:58,040 --> 00:02:02,160 get into that right but but yeah, get your boy get your boy 34 00:02:03,240 --> 00:02:07,760 He just what did he say He just texted this would yeah, I saw I 35 00:02:07,760 --> 00:02:10,160 told him crypto Fight Night he go this would do numbers. 36 00:02:10,360 --> 00:02:12,240 The thing is he's got like 4 fights under his belt. 37 00:02:12,240 --> 00:02:18,200 I've never fought in my life but fuck him up Obi don't don't tap 38 00:02:18,200 --> 00:02:19,760 me with a good time. I've been working out. 39 00:02:20,120 --> 00:02:23,040 I'm pretty like, there's a lot of muscle in this oversized 40 00:02:23,040 --> 00:02:29,320 hoodie, All right? Yeah, Mando. 41 00:02:29,480 --> 00:02:35,480 I don't know, dude. So his take is that that AIXPT 42 00:02:35,840 --> 00:02:38,280 can flip fat coin. Is that the right? 43 00:02:38,280 --> 00:02:41,360 Is that what you said? He he made a whole like this guy 44 00:02:41,360 --> 00:02:44,160 wrote a whole thesis 4 part thread on that and then this 45 00:02:44,160 --> 00:02:46,400 morning he wrote worldwide Google search transfer four coin 46 00:02:46,400 --> 00:02:48,720 versus XBT. I'm not hating on those who like 47 00:02:48,720 --> 00:02:51,880 to fart, but I think you're all underestimating Ronnie retail's 48 00:02:51,880 --> 00:02:54,360 desire. So he believes that Ronnie 49 00:02:54,360 --> 00:02:59,040 retail buys AXBT because there's the term AI in the name and 50 00:02:59,040 --> 00:03:03,520 literally the guy who invented Ronnie retail for NFTS, Gordon 51 00:03:03,520 --> 00:03:05,560 Garner explained to him why he's wrong. 52 00:03:05,560 --> 00:03:13,040 So I don't know I. Look, I, we had a conversation 53 00:03:13,040 --> 00:03:16,120 this morning right about how I, how I look at stuff right now, 54 00:03:16,120 --> 00:03:21,320 which is almost AI stuff. The first stuff to run was the 55 00:03:21,320 --> 00:03:23,320 memes. The second stuff to run was the 56 00:03:23,320 --> 00:03:25,240 infra. And the third stuff to run has 57 00:03:25,240 --> 00:03:34,800 been the applications and my, and what we've seen is the the 58 00:03:34,800 --> 00:03:37,680 memes of have rallied and then they've kind of gone, they've 59 00:03:37,680 --> 00:03:39,600 kind of gone broadly sideways or a little bit lower even like 60 00:03:39,600 --> 00:03:43,800 coasts gone lower, right. Then you have the infra, which 61 00:03:43,800 --> 00:03:50,040 all peaked probably about two weeks ago, it felt like. 62 00:03:50,240 --> 00:03:55,200 And then if the memes peaked a month ago, right? 63 00:03:56,440 --> 00:03:59,720 And the, and the infra peak a couple of weeks ago. 64 00:04:00,000 --> 00:04:01,560 Now everyone's trying to pump the application. 65 00:04:01,560 --> 00:04:07,360 So you've seen the they, how you're saying this, how you say 66 00:04:07,400 --> 00:04:12,000 defy. Defy, defy, defy. 67 00:04:12,200 --> 00:04:13,720 What is this? Defy. 68 00:04:14,200 --> 00:04:15,000 Defy. OK, there's. 69 00:04:15,400 --> 00:04:17,680 Many reasons today, this is one of them. 70 00:04:18,000 --> 00:04:21,680 OV and this fucking defy term. Defy. 71 00:04:21,680 --> 00:04:28,560 OK. And then And then and things 72 00:04:28,560 --> 00:04:32,240 like a XXPT, you've started to see somewhere like the metaverse 73 00:04:32,240 --> 00:04:34,640 gaming stuff I think is starting to move into this space. 74 00:04:34,880 --> 00:04:37,160 You said that's when we had the Woot band, you know, whatever 75 00:04:37,160 --> 00:04:40,320 that was called again. Games. 76 00:04:40,440 --> 00:04:42,920 What was that? Games, yeah, Where's that? 77 00:04:43,760 --> 00:04:47,600 I think some of that stuff you. Did you? 78 00:04:47,600 --> 00:04:55,840 Did you both did but. I think what my honest, my 79 00:04:55,840 --> 00:04:58,960 honest opinion is that the market, the market wants to pump 80 00:04:58,960 --> 00:05:01,040 the applications the most right now. 81 00:05:02,480 --> 00:05:09,520 So I would be very unsurprised if AOXPT flips fart really 82 00:05:09,520 --> 00:05:10,600 unsurprised. It's also on ETH. 83 00:05:12,720 --> 00:05:15,360 It's also on ETH. So like, but, but I think what 84 00:05:15,360 --> 00:05:18,480 you should maybe look to do is think about those three things 85 00:05:18,480 --> 00:05:21,320 and think about where you if you want to have bags in either of 86 00:05:21,320 --> 00:05:24,200 them, like you have have a bag for the means, have a bag for 87 00:05:24,200 --> 00:05:28,440 the for the applications of which is like Griffane, there's 88 00:05:28,440 --> 00:05:33,680 AXXPT, there's maybe hype hyper. Was it that coin? 89 00:05:33,680 --> 00:05:36,680 There's hyper 5. There's like a there's so many, 90 00:05:36,680 --> 00:05:37,760 right? Yeah. 91 00:05:37,760 --> 00:05:40,680 And then have one for the info. Listen. 92 00:05:42,120 --> 00:05:44,520 Go ahead, go ahead. I was going to actually like get 93 00:05:44,520 --> 00:05:45,920 to the top. Let's go ahead, go ahead, Tyler. 94 00:05:45,920 --> 00:05:47,280 And then I'll I'll get to the intro. 95 00:05:47,280 --> 00:05:53,000 I realized the intro, the show. I think if that's how it plays 96 00:05:53,000 --> 00:05:55,760 out, man, no, I actually think that's a net negative for the 97 00:05:55,760 --> 00:05:57,200 whole sector. I agree the. 98 00:05:57,520 --> 00:06:00,480 It means of topped infra has topped and now we're in apps it. 99 00:06:01,520 --> 00:06:04,800 It's a bad comparison. It's a bad, you know, can't 100 00:06:04,800 --> 00:06:06,520 compare means and infra and struct. 101 00:06:06,520 --> 00:06:10,920 It's it's a XBT and FAR coin, not a XBT versus FAR coin. 102 00:06:12,560 --> 00:06:14,720 I I'm not saying it's not, I'm just saying that that's how I 103 00:06:14,720 --> 00:06:18,360 think the market is what it's now trying to pump is that stuff 104 00:06:18,560 --> 00:06:20,840 and I think all this space can go higher, right. 105 00:06:21,040 --> 00:06:23,000 But we what here's what happened. 106 00:06:23,000 --> 00:06:26,440 We had the memes and then they they all kind of topped infra. 107 00:06:26,520 --> 00:06:29,160 How many marketplaces were launched in the time of virtual 108 00:06:29,160 --> 00:06:31,920 like everything was trying to be infra and now everything is 109 00:06:31,920 --> 00:06:35,400 trying to be applications. And I feel as though that's what 110 00:06:35,400 --> 00:06:37,280 the market is trying to pump like all the default. 111 00:06:37,640 --> 00:06:40,000 I don't think I've actually seen anything that innovative now 112 00:06:40,000 --> 00:06:44,520 from all the different deep for five things. 113 00:06:44,520 --> 00:06:45,920 So we're kind of counted the same. 114 00:06:46,200 --> 00:06:48,760 I bought a new Ponzi last night and apparently it's the next 115 00:06:48,760 --> 00:06:53,640 Griffin, but that's about it. Anyways, so anyways, yeah, I 116 00:06:53,640 --> 00:06:55,040 texted. OK, so listen, I'm talking a lot 117 00:06:55,040 --> 00:06:56,120 of shit right now. You should come on. 118 00:06:56,560 --> 00:06:58,360 You should try to come on tomorrow. 119 00:06:58,360 --> 00:07:05,080 But anyways, to have the show, Oh my God, this is so funny. 120 00:07:05,320 --> 00:07:06,920 Sorry guys, this is just so funny. 121 00:07:07,560 --> 00:07:10,600 It's been it's been funny all right to the other show. 122 00:07:10,600 --> 00:07:12,080 What are we going to talk about today, boys? 123 00:07:12,080 --> 00:07:14,440 We're going to talk about the market, but there's not much to 124 00:07:14,440 --> 00:07:16,160 talk about. We're going to talk about let's 125 00:07:16,200 --> 00:07:18,160 let's pick some fun topics and go on about him. 126 00:07:18,640 --> 00:07:20,840 I know we had to put a lot of stuff behind yesterday from from 127 00:07:20,840 --> 00:07:25,240 Tyler's topics and then another robit loot box pins for y'all. 128 00:07:25,240 --> 00:07:28,360 So let's see what you guys we're do man, I'm I love red guy, I 129 00:07:28,360 --> 00:07:30,520 love rug radio, but I'm tired of seeing red guy and rug radio 130 00:07:30,520 --> 00:07:32,000 wins. All right, robit, it's fucking 131 00:07:32,000 --> 00:07:35,600 time, dude and then and then last but not least, this show is 132 00:07:35,600 --> 00:07:41,000 powered by galaxies. I didn't open my eye reads. 133 00:07:41,160 --> 00:07:44,040 Galaxies is a Web 3 platform empowering creators and brands 134 00:07:44,040 --> 00:07:46,160 to build unstoppable communities with full ownership and 135 00:07:46,160 --> 00:07:48,960 independence, trusted by icons like Donald Trump, Steve Aoki, 136 00:07:49,120 --> 00:07:52,280 Mike Tyson, and the NBA, shaping together the future of 137 00:07:52,280 --> 00:07:54,160 engagement and also Fair Side network. 138 00:07:54,400 --> 00:07:56,120 Every day we see people's wallets get drained. 139 00:07:56,160 --> 00:07:58,520 Fair Side is about to launch a fair alternative to insurance 140 00:07:58,520 --> 00:08:00,840 for crypto scams. Check out Fair Side network on 141 00:08:00,840 --> 00:08:02,280 X. If you get drained, you won't 142 00:08:02,280 --> 00:08:03,680 get wrecked. They've got some cool stuff 143 00:08:03,680 --> 00:08:04,800 coming up. I think we're going to cover it 144 00:08:04,800 --> 00:08:06,320 tomorrow. But anyways, with that with that 145 00:08:06,320 --> 00:08:08,640 with that Mando, I'm just going to pass it right back to you 146 00:08:12,920 --> 00:08:15,480 who? Is the man's macro daddy of the 147 00:08:15,680 --> 00:08:26,400 land? Yeah, so we were very strong to 148 00:08:26,400 --> 00:08:30,440 finish yesterday. Bitcoin went above 100K briefly. 149 00:08:31,560 --> 00:08:33,720 Solana and XRP have been the real gainers. 150 00:08:33,720 --> 00:08:36,080 Today. There's some talk, I don't know 151 00:08:36,080 --> 00:08:38,039 if it's just a throwaway comment, but but Trump was 152 00:08:38,039 --> 00:08:42,919 talking about a reserve for US based assets of which XRP and 153 00:08:42,919 --> 00:08:49,760 Solana and USDC were mentioned. So you had Solana pump, you had 154 00:08:49,760 --> 00:08:55,440 XRP pump. XRP is continuing to near eve in 155 00:08:55,440 --> 00:08:59,920 terms of FDV here. To put it in perspective, the 156 00:09:00,480 --> 00:09:08,120 ETH FDV is at 395 billion and the XRP FTB is at 325 billion. 157 00:09:08,160 --> 00:09:12,440 So there's, there's only 17 billion between them right now. 158 00:09:12,720 --> 00:09:18,600 So if you were to see a 10% rise in XRP and a 10% fall in in, in 159 00:09:18,640 --> 00:09:23,200 ETH XRP with Flippy or roughly around that level. 160 00:09:23,200 --> 00:09:28,840 So kind of a crazy move there. I don't know, Ether's obviously 161 00:09:28,840 --> 00:09:31,800 based in Switzerland. I think the foundation right and 162 00:09:31,800 --> 00:09:36,080 or like you said, metallic is a Russian Canadian. 163 00:09:37,680 --> 00:09:41,480 So it's like difficult to work out but not being classed as US 164 00:09:41,560 --> 00:09:47,480 despite obviously a lot of US builders on east it yeah, 165 00:09:48,520 --> 00:09:52,920 everyone getting bullish on on on those assets kind of we 166 00:09:52,960 --> 00:09:56,160 ridiculed a little bit entirely yesterday, but he just bang on 167 00:09:56,160 --> 00:10:02,960 like it does feel as though US number one baby anything US 168 00:10:03,520 --> 00:10:06,080 anyone. USAI. 169 00:10:07,080 --> 00:10:08,760 Thought that was just kind of like a base cop. 170 00:10:08,960 --> 00:10:11,720 It doesn't seem to be taxes. It just seems to be like we're 171 00:10:11,720 --> 00:10:14,600 going to we're going to make sure these guys are the winner 172 00:10:14,600 --> 00:10:18,240 sort of stuff. So interesting to see that 173 00:10:18,240 --> 00:10:20,760 narrative. Have anybody seen it with XRP 174 00:10:20,760 --> 00:10:25,960 and and now Solana Ada had a bit of a, a, a, a bid for that, but 175 00:10:26,200 --> 00:10:28,720 no one seems to care as much about ADA, it feels like 176 00:10:28,720 --> 00:10:34,880 compared to the others. But that would be pretty big, 177 00:10:35,120 --> 00:10:40,160 you know, if Solana becomes this like Usus blockchain alongside 178 00:10:40,160 --> 00:10:45,360 XRP. And that could be a reason 179 00:10:45,480 --> 00:10:48,680 honestly for it to flip each. Like maybe I'm late to that 180 00:10:48,680 --> 00:10:53,520 narrative, but I I thought the XRP bid was really more just 181 00:10:53,520 --> 00:10:56,840 about like retail coming in and pumping something. 182 00:10:57,320 --> 00:11:00,000 There's not much going on XRP, let's be honest here. 183 00:11:01,000 --> 00:11:05,120 What do you mean if it's going to get like if there's if 184 00:11:05,120 --> 00:11:09,240 there's going to be a huge amount of of institutional 185 00:11:09,240 --> 00:11:13,200 adoption basically pushed by Trump, then then it could, it 186 00:11:13,200 --> 00:11:17,840 could be bigger than than we think it could be here. 187 00:11:18,920 --> 00:11:22,280 And maybe, yeah, maybe I was wrong, wrong all along to fade, 188 00:11:22,280 --> 00:11:30,000 fade the XRP rally. So I much prefer Solana because 189 00:11:30,000 --> 00:11:32,640 I think it has, if it's going to be AUS, if it's also going to be 190 00:11:32,640 --> 00:11:35,840 US kind of promoted and it has all this other stuff going on 191 00:11:35,840 --> 00:11:38,640 and it's tangible right now, then the fact that it's a third 192 00:11:38,640 --> 00:11:41,280 of the market cap of, of XRP seems kind of crazy. 193 00:11:41,280 --> 00:11:46,040 But yeah, super bullish. We on the back of that we kind 194 00:11:46,040 --> 00:11:49,280 of saw a sell off in in ETH based stuff. 195 00:11:49,640 --> 00:11:52,560 Interestingly, we also saw a sell off in like Solana based 196 00:11:52,560 --> 00:11:55,360 stuff too. It felt like mainly because 197 00:11:55,360 --> 00:12:00,720 people I think were swapping back into Seoul and I think that 198 00:12:00,720 --> 00:12:04,600 got people very bullish on, on maybe owning the base assets. 199 00:12:04,600 --> 00:12:06,560 So if you're in JLP, you're having a good day. 200 00:12:06,560 --> 00:12:10,320 But if you're if you were in Solana alts, I don't think 201 00:12:10,320 --> 00:12:12,640 necessarily you've had like the best, best day. 202 00:12:12,640 --> 00:12:17,000 Even with this bullish news about Solana, we saw the AI 203 00:12:17,000 --> 00:12:20,840 agent market cap rebound 60% in two days. 204 00:12:20,840 --> 00:12:24,520 So up to just over 18 billion. I don't I don't know if that was 205 00:12:24,520 --> 00:12:26,120 all time high, but very close to it. 206 00:12:27,480 --> 00:12:30,680 The leaders, if you go back, the leaders have been these 207 00:12:30,680 --> 00:12:34,800 applications. So like it's been Griffane, it's 208 00:12:34,800 --> 00:12:40,160 been a XBT and then you, I guess the only other one was been Ark. 209 00:12:40,160 --> 00:12:45,080 But Ark, as we said, has announced this, this, this first 210 00:12:45,080 --> 00:12:49,760 handshake of a project. All the other Defae coins Defae. 211 00:12:50,480 --> 00:12:53,880 No, no, we're going to call it AI Fi on this show. 212 00:12:54,360 --> 00:12:56,320 There's. Just OK, AI Fi, all the other 213 00:12:56,560 --> 00:13:01,600 AI, all the other AI Fi names of all of all basically hit all 214 00:13:01,600 --> 00:13:03,400 time high yesterday. Like every single one of the 215 00:13:03,400 --> 00:13:05,600 ones I looked at was like, yeah, all time high, all time high, 216 00:13:05,600 --> 00:13:10,680 all time high. So that's that's that's 217 00:13:10,680 --> 00:13:13,440 seemingly where people are like focused on a little bit more 218 00:13:13,440 --> 00:13:17,040 than than some of the other sectors of of AI right now. 219 00:13:19,520 --> 00:13:21,880 Yeah. So this felt like a a very 220 00:13:22,320 --> 00:13:24,920 bullish day. On the back of that, there's 221 00:13:24,920 --> 00:13:26,840 some other smaller stuff like microstretchy's going to buy 222 00:13:26,840 --> 00:13:28,640 another 2 billion. I don't think that's really a 223 00:13:28,640 --> 00:13:30,800 surprise to to anyone at this stage. 224 00:13:30,800 --> 00:13:35,400 You had hash key saying Bitcoin is going to 300K in 2025. 225 00:13:35,400 --> 00:13:38,920 It looks like Bitfinex. Bitfinex was this famous hack, 226 00:13:38,920 --> 00:13:40,480 right? They're getting back 80% of the 227 00:13:40,480 --> 00:13:43,080 Bitcoin that was hacked. I just watched a documentary on 228 00:13:43,080 --> 00:13:46,360 Netflix Razzle can there's a did you guys see? 229 00:13:46,520 --> 00:13:47,760 It. It just came out. 230 00:13:47,760 --> 00:13:49,480 I haven't seen it but it's a crazy story. 231 00:13:50,000 --> 00:13:53,840 It's a pretty cool. Document and then you had Texas 232 00:13:53,840 --> 00:13:58,720 and Oklahoma both introducing Bitcoin Bitcoin bills in terms 233 00:13:58,720 --> 00:14:01,760 of macro yesterday stocks had a really good day. 234 00:14:02,040 --> 00:14:04,520 So if I'm just going to focus, I know maybe I'm taking some stuff 235 00:14:04,520 --> 00:14:06,800 from Tyler here, but stocks had a really good day. 236 00:14:08,200 --> 00:14:10,520 It was the best day since the election actually for pretty 237 00:14:10,520 --> 00:14:15,000 much every single stock index. Remember the S&P had given back 238 00:14:15,120 --> 00:14:19,040 all of its post election gains by Monday. 239 00:14:20,840 --> 00:14:25,800 So kind of a crazy move there. But yeah, we saw a very, very 240 00:14:25,800 --> 00:14:27,720 strong day on the back of that CPI figure. 241 00:14:28,320 --> 00:14:31,680 I don't think we're out of the woods for a macro perspective, 242 00:14:31,680 --> 00:14:34,680 but I think as we suddenly show yesterday, it was enough to 243 00:14:34,680 --> 00:14:36,520 everyone to happy to keep gambling. 244 00:14:36,520 --> 00:14:41,600 I think for the next three weeks or so, I think every single data 245 00:14:41,600 --> 00:14:46,120 point is going to be it's going to be very important now, way 246 00:14:46,120 --> 00:14:47,400 more important than it was last year. 247 00:14:48,080 --> 00:14:51,240 Like when I thought it was kind of ridicule before, you know, 248 00:14:51,240 --> 00:14:56,080 last year when it was like the most important fed of or the 249 00:14:56,080 --> 00:14:59,680 most important NFPS or this sort of stuff. 250 00:14:59,720 --> 00:15:01,640 I do think these ones could be very big. 251 00:15:01,640 --> 00:15:03,680 They have a huge impact on on crypto here. 252 00:15:05,400 --> 00:15:08,000 I think there's just much uncertainty around what are 253 00:15:08,000 --> 00:15:10,840 Trump's actions like, what impacts are they going to have 254 00:15:11,720 --> 00:15:13,640 on markets? And those are our primary data 255 00:15:13,640 --> 00:15:15,880 points I think people will point to that may know you may not 256 00:15:15,880 --> 00:15:17,440 have seen this because it just came through. 257 00:15:17,440 --> 00:15:22,480 It looks like the one of the Fed leaders, Waller, I was making 258 00:15:22,480 --> 00:15:26,240 some comments this morning, sees three to four rate cuts this 259 00:15:26,240 --> 00:15:29,960 year as possible. If good data comes in and 260 00:15:29,960 --> 00:15:33,840 doesn't think a March rate cut can be completely ruled out and 261 00:15:33,840 --> 00:15:36,400 if more good data like this comes in, talking about 262 00:15:36,400 --> 00:15:40,640 yesterday's CPI, reasonable to see rate cuts in first half of 263 00:15:40,640 --> 00:15:44,040 the year, I think that's the best. 264 00:15:44,160 --> 00:15:48,800 I mean, that's positive news. We hadn't talked about this a 265 00:15:49,280 --> 00:15:53,080 little bit. Is like Powell turning hawkish. 266 00:15:53,080 --> 00:15:55,040 He also said if you listen to the whole thing, there was 267 00:15:55,040 --> 00:15:56,920 nuance. He said we're going to read the 268 00:15:56,920 --> 00:15:58,080 data and see how the data comes out. 269 00:15:58,480 --> 00:16:01,720 And the first data period of the year was good, right? 270 00:16:02,360 --> 00:16:06,000 So if he continues, he seems like a a man is going to be 271 00:16:06,000 --> 00:16:07,600 changing. He's not afraid to change his 272 00:16:07,600 --> 00:16:10,640 opinion or direction based on, you know, what the inflation 273 00:16:10,640 --> 00:16:16,000 data is saying. Yeah, I think really what the 274 00:16:16,000 --> 00:16:18,400 Fed said in December, it's going to be data dependent. 275 00:16:21,280 --> 00:16:24,200 They basically stopped giving a saying, yeah, we're going to 276 00:16:24,200 --> 00:16:25,880 start cutting rates and they basically said, look, from now 277 00:16:25,880 --> 00:16:27,160 on it's going to be data dependent. 278 00:16:27,720 --> 00:16:32,440 So if that data is does continue to show like inflation not so 279 00:16:32,440 --> 00:16:35,520 bad, then they will cut rates. They're high, you know, rates 280 00:16:35,520 --> 00:16:40,000 are high right now. So they they have some room to 281 00:16:40,000 --> 00:16:43,040 cut. Does anybody still want to own 282 00:16:43,240 --> 00:16:45,880 ETH here? Like I'm, I'm sorry, I, I, I, 283 00:16:46,040 --> 00:16:48,000 I'm sorry to bring this back to this conversation. 284 00:16:48,040 --> 00:16:50,960 It's like I, I see like, you know, ETH is king. 285 00:16:50,960 --> 00:16:53,920 Everything else goes up for Oak's ass in the comments. 286 00:16:54,880 --> 00:16:57,040 Quack, quack. Fuck you epic holders. 287 00:16:58,040 --> 00:17:02,080 And I'm kidding. But you know, I dude, and people 288 00:17:02,080 --> 00:17:03,440 are saying, yeah, Trump is bidding. 289 00:17:03,480 --> 00:17:05,160 First of all, Trump is not buying any ease. 290 00:17:05,280 --> 00:17:08,640 His team is buying ease with the worldly bid fight, which is 291 00:17:08,640 --> 00:17:10,440 actually a ease project. True story. 292 00:17:10,440 --> 00:17:13,200 But clearly XRP is America's coin. 293 00:17:13,920 --> 00:17:16,839 I don't even have any XRP. We missed the whole we, we 294 00:17:16,839 --> 00:17:18,960 missed the cycle trade. Yeah. 295 00:17:19,480 --> 00:17:26,640 Mendel perot Tyler keyboard monkey DS fucking you name it OV 296 00:17:27,000 --> 00:17:30,160 your favorite influencer trader mane, the holy haven 297 00:17:30,160 --> 00:17:34,760 motherfuckers Persian trader all y'all we all missed it floor 298 00:17:34,760 --> 00:17:35,800 horse. I don't even name it. 299 00:17:35,800 --> 00:17:40,360 You know even the fucking Eugene guy everyone we all missed it 300 00:17:40,600 --> 00:17:45,360 Rita America's coin crypto made in America. 301 00:17:45,600 --> 00:17:50,440 I mean, someone just commented something saying USA is such a 302 00:17:50,440 --> 00:17:51,800 bully. Basically they're saying 303 00:17:51,800 --> 00:17:53,320 whichever coin is made outside USA is illegal. 304 00:17:53,320 --> 00:17:54,960 You know what? They're a country. 305 00:17:54,960 --> 00:17:57,480 Do what the fuck they want, you know what I mean? 306 00:17:57,920 --> 00:18:02,360 Like Solana is made in America. You know, Raj out there holding 307 00:18:02,360 --> 00:18:04,640 fucking big guns with his big guns. 308 00:18:05,080 --> 00:18:08,400 That's my founder right there. Meanwhile, Vitalik is adopting a 309 00:18:08,400 --> 00:18:11,200 fucking hippo in Thailand. What do you expect? 310 00:18:11,560 --> 00:18:13,600 What do you expect? What do you guys make of that? 311 00:18:13,800 --> 00:18:15,840 Tyler, you're you're Mr. America on this show. 312 00:18:16,800 --> 00:18:20,440 I think it's a big deal and we're going to continue to be a 313 00:18:20,440 --> 00:18:23,600 narrative and like we say it all tongue in cheek and we're 314 00:18:23,600 --> 00:18:26,280 laughing, but. I'm not really laughing. 315 00:18:26,520 --> 00:18:29,960 He is a simple guy. He wants the American companies 316 00:18:29,960 --> 00:18:32,920 to succeed. He said as much and I think 317 00:18:33,080 --> 00:18:36,120 there's probably something like is Salama actually American made 318 00:18:36,120 --> 00:18:39,520 like I saw it's headquartered in Geneva I think, but the Salama. 319 00:18:40,040 --> 00:18:42,000 They're all in Zoog. It's all Zoog Every. 320 00:18:42,160 --> 00:18:44,920 Even the Ethereum Foundation, XRP, Cardano, maybe not 321 00:18:44,920 --> 00:18:46,600 something, but everyone, everything's in Zoog. 322 00:18:46,680 --> 00:18:48,440 There's 1500 crypto companies out there. 323 00:18:49,120 --> 00:18:51,200 It's tax. Coming back to your point, it's 324 00:18:51,200 --> 00:18:53,840 like ETH versus Sol and I'm not here just to rag on ETH, right? 325 00:18:53,960 --> 00:18:58,840 But like Mert shared the Solana bull case and like I've been 326 00:18:58,840 --> 00:19:01,040 talking with friends about the Solana bull case a little bit 327 00:19:01,040 --> 00:19:04,280 over the last year. He lays it out pretty well. 328 00:19:05,280 --> 00:19:07,560 So we, we knew Fire Dancer was coming. 329 00:19:07,960 --> 00:19:10,840 One of the newer things that is now on my radar, maybe it's been 330 00:19:10,840 --> 00:19:12,960 out there for a while is they're talking about reducing the 331 00:19:12,960 --> 00:19:15,640 inflation. So, so changing the token unlock 332 00:19:15,640 --> 00:19:17,840 schedule. So that's another potential bull 333 00:19:17,840 --> 00:19:21,320 case you've got, you know, everything else in their 334 00:19:21,320 --> 00:19:24,280 ecosystem which has already been doing well and continuing to 335 00:19:24,280 --> 00:19:26,160 have momentum and continuing to grow. 336 00:19:26,160 --> 00:19:29,920 So Solana had I think that the largest increase in devs year 337 00:19:29,920 --> 00:19:35,240 over year of the major block chains and of course meme coins 338 00:19:35,640 --> 00:19:41,680 dominates on Solana. And now AI is also leading on 339 00:19:41,680 --> 00:19:45,360 Solana and now you've got this potential in ETFs. 340 00:19:45,360 --> 00:19:47,680 We've already knew that, that known that ETS were likely going 341 00:19:47,680 --> 00:19:49,960 to happen under Trump administration in 2025. 342 00:19:50,360 --> 00:19:52,800 And now you got this whole American crypto reserve thing. 343 00:19:53,200 --> 00:19:58,240 And, and maybe that's totally pie in the sky, but no, it's, 344 00:19:58,240 --> 00:20:00,520 it's a good, it's a good narrative. 345 00:20:01,560 --> 00:20:04,280 And if you're talking about which major to buy and you see 346 00:20:04,280 --> 00:20:08,840 that Ethereum is 4X is expensive from a market cap standpoint 347 00:20:08,920 --> 00:20:11,640 and. And they're effectively even in 348 00:20:11,640 --> 00:20:14,480 a lot of the the key metrics, I don't know, I think I liked a 349 00:20:14,480 --> 00:20:16,200 lot of more. You know what else is made in 350 00:20:16,200 --> 00:20:19,160 America? Far Coin. 351 00:20:20,280 --> 00:20:25,880 Well, fine, Decrypt Marriott, I'm just saying Decrypt is one 352 00:20:25,880 --> 00:20:29,440 of the last, last media companies standing in crypto, 353 00:20:29,440 --> 00:20:35,000 made in America, you know, I'm just saying made we're Delaware 354 00:20:35,000 --> 00:20:36,720 Corp. I'm just saying. 355 00:20:37,240 --> 00:20:41,560 I'm just saying, you know rug radio, Dustan, Dustan. 356 00:20:41,560 --> 00:20:44,120 You can Google it. Dustan Inc, parent company to 357 00:20:44,120 --> 00:20:48,880 Rug Radio, The Crip, Lucky Trader, D Jams and Myriad is 358 00:20:48,880 --> 00:20:52,120 Made in America. We're all not in Cayman anymore. 359 00:20:52,240 --> 00:20:54,120 Is that what? We're saying my CEO, my the 360 00:20:54,120 --> 00:20:56,240 foundation is separate. I'm not the foundation. 361 00:20:56,480 --> 00:21:00,800 I'm not the foundation. You know, I love this. 362 00:21:01,240 --> 00:21:02,320 I love this. Yeah. 363 00:21:02,320 --> 00:21:04,360 We're American. We're American. 364 00:21:04,360 --> 00:21:07,120 We're always American. You, you you. 365 00:21:07,160 --> 00:21:10,560 You don't understand, you know we're America. 366 00:21:11,680 --> 00:21:13,200 You, you don't, you don't get it. 367 00:21:13,880 --> 00:21:16,200 We're the biggest media, the largest media. 368 00:21:17,240 --> 00:21:20,960 We're made in America. My CEO is from Texas. 369 00:21:21,040 --> 00:21:24,360 It doesn't get more American than my CEO being from Texas. 370 00:21:26,960 --> 00:21:30,200 Make media American. DJ Inc was was American based as 371 00:21:30,200 --> 00:21:31,760 well. American based. 372 00:21:31,760 --> 00:21:36,240 I'm basically American here. You're basically American if 373 00:21:36,240 --> 00:21:38,560 you're basically American. So I'm just putting it out 374 00:21:38,560 --> 00:21:40,640 there. You know, Marriott is prediction 375 00:21:40,640 --> 00:21:46,480 markets made in America for Americans and also the rest, all 376 00:21:46,480 --> 00:21:47,000 right? And we're not. 377 00:21:47,040 --> 00:21:53,680 For Americans, dude. Never mind, never mind, never 378 00:21:53,680 --> 00:21:58,920 mind, never mind. Myriad Markets is a prediction 379 00:21:58,920 --> 00:22:02,720 market made in America but geofenced in America. 380 00:22:04,080 --> 00:22:08,520 There we go. But I get but but to that point, 381 00:22:08,520 --> 00:22:09,960 right, But but hold on to that thought, right? 382 00:22:09,960 --> 00:22:14,040 Let's just now be more serious. Why are we Geo fencing and why 383 00:22:14,040 --> 00:22:16,040 are all these crypto companies outside of the USA? 384 00:22:16,120 --> 00:22:18,680 And why I like what Trump is doing is because that could 385 00:22:18,680 --> 00:22:21,120 change right? Because with the right 386 00:22:21,800 --> 00:22:24,600 government in place, then all these crypto companies have had 387 00:22:24,600 --> 00:22:26,720 to fight America are come and come back. 388 00:22:27,000 --> 00:22:29,160 So I'm super bullish actually. And actually, I'm pretty sure 389 00:22:29,160 --> 00:22:31,720 Gary Gensler's ass was bull posting fucking prediction 390 00:22:31,720 --> 00:22:35,000 markets yesterday, right Sims? You sent me a video or some shit 391 00:22:35,200 --> 00:22:53,160 anyways for being Tyler. Mando grabbed a lot of these 392 00:22:53,160 --> 00:22:54,800 headlines but I'm going to repeat them folks because you 393 00:22:54,800 --> 00:22:56,920 may have missed this. Yesterday was such a busy day. 394 00:22:56,920 --> 00:23:00,880 There were several macro pro crypto headlines pouring in on 395 00:23:00,880 --> 00:23:02,120 the day, a lot of them tied to Trump. 396 00:23:02,120 --> 00:23:05,560 So #1 The SEC under Trump is expected to revamp crypto policy 397 00:23:05,880 --> 00:23:08,680 and may pause enforcement actions. 398 00:23:09,360 --> 00:23:13,040 That is increasingly important as the SEC open their appeal in 399 00:23:13,040 --> 00:23:15,520 the case against Ripple. Again, yesterday we had the, the 400 00:23:15,520 --> 00:23:18,320 Department of Justice order the return of the $9 billion in the 401 00:23:18,320 --> 00:23:20,480 bit Fenix Bitcoin folks. That's going to have an impact 402 00:23:20,480 --> 00:23:23,360 on the strategic reserve if if that does get in place. 403 00:23:23,360 --> 00:23:24,800 So there's a bit to unpack there. 404 00:23:25,240 --> 00:23:28,520 Texas and Oklahoma introducing their bills for their own 405 00:23:28,520 --> 00:23:32,080 strategic Bitcoin reserves and then Trump now apparently 406 00:23:32,080 --> 00:23:33,640 receptive to an American crypto reserve. 407 00:23:33,640 --> 00:23:36,760 So a ton happening there. We had MicroStrategy plan to 408 00:23:36,760 --> 00:23:39,440 raise $2 billion through perpetual perpetual preferred 409 00:23:39,440 --> 00:23:42,880 stock offering and then breaking this morning Coinbase bringing 410 00:23:42,880 --> 00:23:47,160 back Bitcoin loans operated by this Morpho protocol. 411 00:23:47,440 --> 00:23:49,600 So that's some nice functionality to return. 412 00:23:49,840 --> 00:23:53,040 In token air dropping protocol news, Justin Sun is offering 20% 413 00:23:53,040 --> 00:23:56,960 yield on Tron stablecoin USDD and saying people should stop 414 00:23:56,960 --> 00:23:58,560 asking about where the yield comes from. 415 00:23:58,960 --> 00:24:01,640 So don't ask, don't have sex with the robots and don't ask 416 00:24:01,640 --> 00:24:03,200 Justin Sun where the yield comes from. 417 00:24:03,840 --> 00:24:07,720 Solve is launching its token on Hyper Liquid and B&B this 418 00:24:07,720 --> 00:24:10,520 Friday. Jupiter rolled out its AirDrop 419 00:24:10,520 --> 00:24:13,120 allocation checker yesterday along with more info on its 420 00:24:13,120 --> 00:24:15,240 distribution method. So I saw a lot of folks 421 00:24:15,240 --> 00:24:18,560 celebrating those Juke tokens. Pump fund facing a lawsuit from 422 00:24:18,560 --> 00:24:21,520 Berwick Law on behalf of investors who lost money on the 423 00:24:21,520 --> 00:24:23,600 platform. And then Hyper Liquid, their 424 00:24:23,600 --> 00:24:27,200 assistance fund crossed $100 million used to rebuy their 425 00:24:27,200 --> 00:24:29,560 native hype tokens. So they are pumping it back in. 426 00:24:29,560 --> 00:24:33,720 Folks in AI and crypto market cap up 20 percent. 18 billion 427 00:24:33,800 --> 00:24:36,600 leaders up 15 to 30% day over day. 428 00:24:36,600 --> 00:24:39,360 It looks like some of the the gains were given back here this 429 00:24:39,360 --> 00:24:41,640 morning. Moby was a top mover. 430 00:24:41,640 --> 00:24:44,960 It jumped to 100 million. AICC to accelerate. 431 00:24:44,960 --> 00:24:50,160 Dow also jumped about 50%. Alchemy, buzz, chaos, all huge 432 00:24:50,160 --> 00:24:54,120 winners. AIXPT soared to 940 million in a 433 00:24:54,120 --> 00:24:59,920 smashing or $0.94 a smashing new all time high as it took retook 434 00:24:59,920 --> 00:25:03,160 the number one mindshare spot. We saw Halloworld, the Ava team, 435 00:25:03,160 --> 00:25:05,240 they launched their newest agent, Dwayne. 436 00:25:05,440 --> 00:25:10,640 It hit 18 million in market cap. We talked about the AI16Z robots 437 00:25:10,960 --> 00:25:13,520 yesterday, but they introduced their new humanoid robot. 438 00:25:13,520 --> 00:25:14,760 Do not try to have sex with them. 439 00:25:15,040 --> 00:25:18,320 It's meant to be a productivity partner and companion for users. 440 00:25:18,800 --> 00:25:21,880 Arc announced a partnership with Graph for agent memory systems, 441 00:25:22,080 --> 00:25:24,880 the hive. That's Your Buzz Token won first 442 00:25:24,880 --> 00:25:29,040 place in the Salon Hackathon. They won $60,000 in prizes, but 443 00:25:29,040 --> 00:25:33,720 that pale in comparison to their token soaring 45% to 115 444 00:25:33,720 --> 00:25:35,480 million. The Function team in Jailbreak 445 00:25:35,480 --> 00:25:39,040 came in second and third. Abstract announced an open 446 00:25:39,040 --> 00:25:41,520 source repo for creating AI agents with long term memory 447 00:25:41,520 --> 00:25:45,440 systems and then the Bullet team announced that it's the the 448 00:25:45,440 --> 00:25:48,360 Dolan platform will launch on January 28th. 449 00:25:48,560 --> 00:25:51,480 They also gave some new details about an NMT collection, the 450 00:25:51,480 --> 00:25:55,800 Zero Bully NFTS and memes and NFTS quite that really across 451 00:25:55,800 --> 00:25:57,040 the board. I think the meme point majors 452 00:25:57,040 --> 00:25:59,600 though, they were very green this morning of about 10 to 20%, 453 00:25:59,600 --> 00:26:02,040 so nice little rebound in those memes. 454 00:26:04,760 --> 00:26:08,280 I love that love, love, love, love hearing all of that. 455 00:26:08,280 --> 00:26:11,720 I think we're getting the the creator of this robots on the 456 00:26:11,720 --> 00:26:13,320 show. No, I think you're, you're 457 00:26:13,320 --> 00:26:15,040 you're working on. That just don't have sex with 458 00:26:15,040 --> 00:26:19,000 them, all right, Just don't have sex with them, yeah. 459 00:26:19,440 --> 00:26:21,920 Breaking it looks like we're going to have Eva. 460 00:26:21,960 --> 00:26:24,400 Whatever you do. Fuck yeah, I can't wait. 461 00:26:24,440 --> 00:26:26,720 You're talking about this? And like Schultz tweeted this 462 00:26:26,720 --> 00:26:29,240 morning, so I think there were some questions about like, is 463 00:26:29,240 --> 00:26:30,840 this a joke? Is this real? 464 00:26:31,200 --> 00:26:32,520 He said. These are very real. 465 00:26:33,520 --> 00:26:35,480 These are very real robots. I really gotta buy one. 466 00:26:35,840 --> 00:26:37,440 You're the only person rich enough to buy one. 467 00:26:38,240 --> 00:26:41,040 Creator herself tomorrow, so I'm incredible. 468 00:26:41,040 --> 00:26:42,560 Except for. That one can't. 469 00:26:42,600 --> 00:26:46,560 Can't miss FOMO hour tomorrow. I saw her just pop in earlier. 470 00:26:46,560 --> 00:26:49,200 I'm I'm looking for her, but I know I know she was in here. 471 00:26:49,480 --> 00:26:51,960 Listen to the show. All right, so I love that. 472 00:26:51,960 --> 00:26:54,360 I can't wait to talk about this. All right, Tyler, let's let's 473 00:26:54,360 --> 00:26:58,120 run through these topics. If you want, we can do the 474 00:26:58,120 --> 00:26:59,880 Jupiter the Jupiter. News. 475 00:27:00,320 --> 00:27:03,720 Oh yeah, we can do that. That was another it kind of got 476 00:27:03,720 --> 00:27:05,760 buried because yesterday was such a big day, but a lot of 477 00:27:05,760 --> 00:27:08,440 folks are going to get a nice little AirDrop stimulus here 478 00:27:09,280 --> 00:27:12,320 from the Jupiter team. Yesterday they shared new 479 00:27:12,320 --> 00:27:15,480 details on the distribution that they launched a checker. 480 00:27:15,480 --> 00:27:19,440 I think it's Jupa Wary dot jupe dot AG is the link, I believe. 481 00:27:19,440 --> 00:27:20,720 Of course, double check your links. 482 00:27:22,200 --> 00:27:25,440 It seems like, oh, there's different tiers of tokens based 483 00:27:25,440 --> 00:27:28,120 on how you use Jupiter. It seems like folks who used 484 00:27:28,160 --> 00:27:31,920 more of the Jupiter functionality like limit orders, 485 00:27:31,920 --> 00:27:36,480 Dcas, things like that were rewarded more so than just pure 486 00:27:36,480 --> 00:27:40,360 volume. So I think that's a part of 487 00:27:40,360 --> 00:27:42,640 their algorithm. But folks need to check wallets, 488 00:27:42,840 --> 00:27:46,920 a lot of smaller wallets, low amounts of activity. 489 00:27:47,000 --> 00:27:49,920 I'm I'm hearing reports people are getting 50 tokens, 200 490 00:27:49,920 --> 00:27:52,080 tokens. If you DC-8, I feel like it was 491 00:27:52,080 --> 00:27:54,360 every DCA Mandel, correct me if I'm wrong because I know you did 492 00:27:54,360 --> 00:27:57,360 perhaps on droop a bit, but like there's like a lot of people who 493 00:27:57,360 --> 00:28:01,920 DC-8 a lot got like I got about 30,000 droop across wallets and 494 00:28:01,920 --> 00:28:05,960 it's because of my DCA, even the wallets with little volume. 495 00:28:07,120 --> 00:28:09,240 And I saw this guy who also like JCS tweet. 496 00:28:09,240 --> 00:28:10,720 I went viral, knock. I don't know if it's real or 497 00:28:10,720 --> 00:28:13,040 not. Yeah, he said that he made a 498 00:28:13,040 --> 00:28:15,240 million off of corn, but he DC ate out and then he got another 499 00:28:15,240 --> 00:28:18,880 100,000 jupe for DC hanging out. I mean man though, you're like 500 00:28:18,880 --> 00:28:20,240 the Juke God. Yeah. 501 00:28:22,400 --> 00:28:28,920 I got a lot of Jeep on this. Do you have insight into like 502 00:28:28,920 --> 00:28:31,520 what how you think they did the Allo based on some of your 503 00:28:31,520 --> 00:28:37,280 personal experience? I don't know, like I have GLP in 504 00:28:37,280 --> 00:28:39,200 a lot of wallets, so maybe it was to do with that I. 505 00:28:39,200 --> 00:28:48,200 Don't know. I, I am kind of boomer and I 506 00:28:48,960 --> 00:28:51,520 have very rarely used photon and bullets. 507 00:28:53,840 --> 00:28:58,600 So I'm mainly like a Jupiter guy, but also like, yeah, my 508 00:28:58,600 --> 00:29:02,440 volumes is not small. So I think I don't know. 509 00:29:02,440 --> 00:29:04,880 This is definitely one of the biggest adverts I've gotten in. 510 00:29:05,920 --> 00:29:10,120 It's it's actually. Wild. 511 00:29:10,880 --> 00:29:12,400 I mean your a pair drop was ridiculous. 512 00:29:13,680 --> 00:29:15,680 A pair drop is like completely different. 513 00:29:15,840 --> 00:29:16,440 Millions. Yeah. 514 00:29:18,200 --> 00:29:20,320 Mendel, just so you know, you're invited. 515 00:29:20,880 --> 00:29:23,280 I'm in Lisbon for the week for a certain football match and have 516 00:29:23,280 --> 00:29:26,840 an extra yo VIP ticket. That's I'm pretty sure that's 517 00:29:26,840 --> 00:29:30,360 against Barcelona and the the Champions League. 518 00:29:31,920 --> 00:29:33,400 Yeah. Benfica has been in Barcelona 519 00:29:33,400 --> 00:29:35,600 this week on the 25th. I got a married marking. 520 00:29:35,640 --> 00:29:36,640 Oh, OK. I know. 521 00:29:36,800 --> 00:29:40,640 So just so you know, Cryptoholic 21 has invited you VIP, maybe 522 00:29:40,640 --> 00:29:42,240 check if he's not going to kidnap or murder you. 523 00:29:42,240 --> 00:29:45,480 But like, that's not bad. That's that's that's listen, 524 00:29:45,560 --> 00:29:47,720 Cryptoholic 21. That'll be a wild game. 525 00:29:48,440 --> 00:29:49,720 That'll be a wild. Game you're invited. 526 00:29:49,720 --> 00:29:52,920 VIP ticket clearly like you literally you're invited by 527 00:29:52,920 --> 00:29:56,400 Cryptoholic 21 on XI actually got an invite to the Manchester 528 00:29:56,400 --> 00:29:59,920 City one in Paris in the in the box next week, but my ass is 529 00:29:59,920 --> 00:30:02,600 here and it's going to be negative 35° so I ain't moving. 530 00:30:04,120 --> 00:30:07,960 Yeah, reach out to the boy. You sure you don't mind anyways, 531 00:30:09,040 --> 00:30:10,520 Tyler? I think I'm back in Lisbon, so 532 00:30:10,520 --> 00:30:13,440 maybe, yeah. And it's in Barcelona. 533 00:30:15,160 --> 00:30:18,000 None of my mate wants to come. Dude, you need to change mates. 534 00:30:18,320 --> 00:30:20,720 That's crazy. None of his friends wants to go. 535 00:30:20,880 --> 00:30:22,720 You got to go with the guy. This is a great story. 536 00:30:24,320 --> 00:30:27,200 Yeah, Crypto. I don't know. 537 00:30:27,480 --> 00:30:29,560 I'll let you handle this. Take it from there. 538 00:30:29,600 --> 00:30:31,760 But I was supposed to be in Portugal this week too. 539 00:30:31,760 --> 00:30:36,440 Sadly had to cancel but anyways. Why are you not? 540 00:30:37,160 --> 00:30:39,600 When are you coming? Well, Locks and Locks is there 541 00:30:39,600 --> 00:30:42,320 with Elan. Elan's coming Sunday, but I your 542 00:30:42,320 --> 00:30:43,840 boy has to stay back. We have too much work. 543 00:30:44,000 --> 00:30:46,160 Like honestly. So I was supposed to be there 544 00:30:46,160 --> 00:30:47,600 this week. I thought you were moving. 545 00:30:48,120 --> 00:30:52,120 I am moving when I have time. Please. 546 00:30:52,120 --> 00:30:55,400 Like I the show isn't anytime I'm not freaking out about my 547 00:30:55,400 --> 00:30:58,600 work. I have like 5 months to leave. 548 00:30:58,760 --> 00:31:00,600 Not even. All right, let's go. 549 00:31:01,120 --> 00:31:03,760 Let's go back. Yeah, aside from being a Twitter 550 00:31:03,760 --> 00:31:05,920 Spaces wholesale, I do run a 50% company. 551 00:31:06,280 --> 00:31:08,880 Anyways, Tyler, what else do we got? 552 00:31:10,400 --> 00:31:13,520 I mean, the ASS are the most exciting of all this. 553 00:31:16,080 --> 00:31:18,000 Emanuel kind of went there at the beginning, but I feel like 554 00:31:18,000 --> 00:31:20,800 we can dive in, go again a little bit. 555 00:31:21,240 --> 00:31:24,560 So yeah, looks like, so the leaders all jumped like 30% 556 00:31:24,920 --> 00:31:26,880 yesterday. It does look like we're giving 557 00:31:26,880 --> 00:31:30,080 back some of those gains. I was looking back at the 558 00:31:30,080 --> 00:31:31,640 charts. So the total market cap did hit, 559 00:31:32,160 --> 00:31:34,000 hit 20 billion, a little bit over 20 billion. 560 00:31:34,480 --> 00:31:39,240 So we're still about 1012% off of all time highs for the 561 00:31:39,240 --> 00:31:43,320 broader market. So, so still some room to go 562 00:31:43,320 --> 00:31:45,600 there. I think a very clear signal this 563 00:31:45,600 --> 00:31:50,760 week that both the AI sector is here to stay and I think these 564 00:31:50,760 --> 00:31:55,680 leaders are are here to stay. I think there's some nuance and 565 00:31:55,680 --> 00:31:57,760 is it the infra? Is it the new apps? 566 00:31:57,840 --> 00:31:59,560 But listen, I mean, virtual's up. 567 00:32:00,200 --> 00:32:02,000 How much is virtual's up off the bottom here? 568 00:32:02,000 --> 00:32:05,840 So this this thing 220, it's up. So it's up 50% off the bottom. 569 00:32:06,640 --> 00:32:10,400 AI16Z it's down a little bit, but it it did a full 50 to 60% 570 00:32:10,400 --> 00:32:13,440 off the bottom before it dipped here this morning. 571 00:32:14,360 --> 00:32:15,920 We can put four coin aside for now. 572 00:32:16,440 --> 00:32:22,000 AIASBT is, you know, one of the shiniest new rockets and showing 573 00:32:22,000 --> 00:32:24,440 us how high some of these to start to go. 574 00:32:24,440 --> 00:32:27,800 So it had $0.94, it's at $0.80 right now. 575 00:32:28,280 --> 00:32:31,560 I think the what I'm reading into a XBT here, I think there's 576 00:32:31,560 --> 00:32:36,440 a lot to unpack. The Binance spot is something 577 00:32:36,440 --> 00:32:40,720 you want to have for your token. I think that was actually in 578 00:32:40,720 --> 00:32:44,880 question a little bit because the perps we we know have been 579 00:32:44,880 --> 00:32:46,360 terrible. The coins who just have the 580 00:32:46,360 --> 00:32:48,400 perps, they were, they were getting murdered. 581 00:32:48,800 --> 00:32:52,640 And then even when AXBT had the spot it pumped and then that 582 00:32:52,640 --> 00:32:57,600 pump sold off and some folks were were, you know, pointing to 583 00:32:57,600 --> 00:33:00,480 that as just a red flag for the broader sector, right. 584 00:33:00,840 --> 00:33:05,200 But then as soon as we have the sector reversal, guess what the 585 00:33:05,200 --> 00:33:07,720 single biggest mover on the day was the one with the Binance 586 00:33:07,720 --> 00:33:11,320 spot listing. And I think that's, that's 587 00:33:11,440 --> 00:33:14,680 absolutely a part of it, right? Because I mean, it's not like 588 00:33:14,680 --> 00:33:19,920 some news came out yesterday about AIXPT that it's, you know, 589 00:33:19,960 --> 00:33:22,920 that would have made it move so much more. 590 00:33:24,000 --> 00:33:26,400 Well, it's interesting. So I ran a poll yesterday about 591 00:33:26,400 --> 00:33:32,120 how people, how people think about AIXPT as a meme or as a 592 00:33:32,120 --> 00:33:34,880 utility token. And notably like the response 593 00:33:34,880 --> 00:33:36,280 were, were split right down the middle. 594 00:33:36,480 --> 00:33:44,200 It was it was nearly 5050. And as I think about it, the 595 00:33:44,200 --> 00:33:50,320 reason I ran that poll is at 90 cents, access to the AIXPT 596 00:33:50,320 --> 00:33:56,200 terminal cost $540,000. So. 597 00:33:56,200 --> 00:33:58,520 Are they doing tiered access though next week? 598 00:34:00,200 --> 00:34:01,600 They are. I think there's been chatter 599 00:34:01,600 --> 00:34:03,160 about tiers, there's been chatter about subscription 600 00:34:03,160 --> 00:34:06,000 model, but I think that as a token holder is bearish. 601 00:34:08,040 --> 00:34:10,360 A subscription model to me is bearish because I don't think 602 00:34:10,360 --> 00:34:11,960 people will want to pay for the subscription. 603 00:34:13,480 --> 00:34:17,320 So, yeah, so I think that's a that's a fair case in that 604 00:34:17,320 --> 00:34:20,000 utility often is met with bearishness. 605 00:34:20,679 --> 00:34:24,080 I would say the the main difference with AI XPT here and 606 00:34:24,080 --> 00:34:28,560 the reason why I think it can continue to go higher 607 00:34:28,560 --> 00:34:32,320 potentially even if that doesn't quite work out is because it is 608 00:34:32,320 --> 00:34:36,120 the number one influencer on. That's my entire thesis. 609 00:34:37,280 --> 00:34:40,960 So like even if something doesn't work out, it can just be 610 00:34:40,960 --> 00:34:44,719 something else, you know? So like there's something to be 611 00:34:44,719 --> 00:34:45,760 said. It's buildings aren't real, 612 00:34:45,760 --> 00:34:49,360 which is this terminal. But then it could also go into 613 00:34:49,360 --> 00:34:53,199 more an infrastar play it when you have that much attention, 614 00:34:54,760 --> 00:34:56,960 you can kind of do it particularly and you're in this 615 00:34:56,960 --> 00:35:00,760 sector. If this was like a, if this was 616 00:35:00,760 --> 00:35:04,280 a 50 or like this, this, this is one of these applications with 617 00:35:04,280 --> 00:35:06,560 20,000 followers and we were owning it and we were hoping 618 00:35:06,560 --> 00:35:08,960 that it could, it could like move up higher. 619 00:35:09,120 --> 00:35:10,560 You've kind of got one shot, right? 620 00:35:10,560 --> 00:35:12,800 You kind of got one shot for this to work out. 621 00:35:12,800 --> 00:35:15,080 And if it doesn't work out, that thinking like just go to 0. 622 00:35:15,480 --> 00:35:18,600 This feels like even if that terminal doesn't quite hit in 623 00:35:18,600 --> 00:35:21,680 terms of users, I think people just give it the benefit of the 624 00:35:21,680 --> 00:35:25,400 doubt in terms of right. Well, it's going to be able to 625 00:35:25,400 --> 00:35:27,160 do a lot with the position it's in. 626 00:35:28,920 --> 00:35:30,040 It's kind of the same as virtuals, right? 627 00:35:30,040 --> 00:35:32,520 Do you remember like virtual, but no one was using virtual 628 00:35:32,520 --> 00:35:35,560 agents and they still pumped it to 5 billion because it was seen 629 00:35:35,560 --> 00:35:38,720 as like a leader. I kind of feel like that's 630 00:35:38,720 --> 00:35:42,800 similar here in that it's only which means that there's fewer 631 00:35:42,800 --> 00:35:44,480 winners people. It's got the finance spot 632 00:35:44,480 --> 00:35:46,360 listing and now it's like the number one Kol. 633 00:35:46,640 --> 00:35:50,480 This is this can just be a few different things it tries to do. 634 00:35:50,480 --> 00:35:54,680 I reckon in the same way that troop terminal had that as well. 635 00:35:54,760 --> 00:35:58,720 And still I think has that possibility, like I think a lot 636 00:35:58,720 --> 00:36:00,560 of people are following it so it can do a lot. 637 00:36:03,000 --> 00:36:03,880 I like that thesis. It's. 638 00:36:05,600 --> 00:36:08,680 Going to continue to have the mindshare and I think it's. 639 00:36:08,720 --> 00:36:11,520 On Mindshare. Trading as on the medic value, I 640 00:36:11,520 --> 00:36:14,800 think it has really no signal. But when I see that the rue 641 00:36:14,800 --> 00:36:17,280 kings of the world come in and write their theses about the 642 00:36:17,280 --> 00:36:20,600 subscription model like. I'll be very careful. 643 00:36:21,960 --> 00:36:25,200 What happens if this thing brings in $200,000 in the 644 00:36:25,200 --> 00:36:28,560 subscription now you guys valued at $700 million? 645 00:36:29,440 --> 00:36:32,760 Whatever Andrew Kang says, I was the opposite personally. 646 00:36:32,760 --> 00:36:35,760 That's basically what I'd say like Virtuals is doing. 647 00:36:36,120 --> 00:36:38,160 I mean, let's have a look. Let's bring up June dashboard 648 00:36:38,160 --> 00:36:40,320 right now. Yeah, send it Virtual's agents 649 00:36:40,320 --> 00:36:42,480 do. You mind sending it to me or do 650 00:36:42,480 --> 00:36:43,960 you want me to find it? I can find it. 651 00:36:44,720 --> 00:36:46,280 I'll put it into the private chat. 652 00:36:46,280 --> 00:36:48,320 OK? Do we even have a private chat? 653 00:36:49,120 --> 00:36:50,120 It's in the phone wire chat I'll. 654 00:36:51,320 --> 00:36:54,200 Put it in the phone wire chat. I haven't seen this, so I I 655 00:36:54,280 --> 00:36:55,520 actually don't even know the numbers. 656 00:36:57,080 --> 00:37:00,440 OK, got it here. Let's have a look. 657 00:37:00,800 --> 00:37:03,520 I proceed like just while we we pull this up, I I think it's a 658 00:37:03,520 --> 00:37:08,280 fully KOL thing created like AISBT is the biggest KOL in 659 00:37:08,280 --> 00:37:10,360 crypto. So every since the start of the 660 00:37:10,360 --> 00:37:15,160 year, virtuals is made probably on average less than 100 grand a 661 00:37:15,160 --> 00:37:17,160 day. It's the in the last week it's 662 00:37:17,160 --> 00:37:25,400 made more like 50 to 70 grand. So if you go down, that's the 663 00:37:25,400 --> 00:37:29,400 number of agents. If you go down slightly on this 664 00:37:29,640 --> 00:37:33,040 for you can see the the protocol revenue right go up. 665 00:37:33,400 --> 00:37:35,600 Is it in here? Skipped out, yeah, that's the 666 00:37:35,600 --> 00:37:37,480 protocol revenue you see they're to the right. 667 00:37:37,760 --> 00:37:41,560 See the chart. Like look at that chart. 668 00:37:42,120 --> 00:37:44,160 It's not like virtual is making much money, right? 669 00:37:44,160 --> 00:37:49,880 Like, so I agree that like utility can be bearish in some 670 00:37:49,880 --> 00:37:51,280 ways. I think it's more bearish for 671 00:37:51,280 --> 00:37:55,720 virtuals than it is for a, as I just described with a XPT, 672 00:37:55,720 --> 00:37:57,040 because it has so much mind share. 673 00:37:57,040 --> 00:37:59,680 Like it can do. If this doesn't work out, it can 674 00:37:59,680 --> 00:38:02,000 do something else. Like virtuals is kind of this is 675 00:38:02,000 --> 00:38:03,920 what virtuals does. It's not really making that much 676 00:38:03,920 --> 00:38:06,480 money anymore. Yeah, it's trading at 3 1/2 677 00:38:06,480 --> 00:38:11,120 billion. That's it's like, I mean, is 678 00:38:11,120 --> 00:38:13,440 this a risk to the entire ecosystem because all the native 679 00:38:13,440 --> 00:38:16,360 tokens are priced in virtuals, right? 680 00:38:16,360 --> 00:38:20,720 So like if virtual is corrects. I'm just telling you, we're in 681 00:38:20,720 --> 00:38:23,440 the pre revenue stage. You know, there's that famous 682 00:38:24,760 --> 00:38:27,760 you don't want to have, you want to be a pre revenue like there's 683 00:38:27,840 --> 00:38:29,320 time to show revenue. But. 684 00:38:29,400 --> 00:38:31,880 This there's still the expectation there can be 685 00:38:31,880 --> 00:38:34,000 something new in the future, which takes us to some crazy 686 00:38:34,000 --> 00:38:36,320 level. So I feel like we're we're in 687 00:38:36,320 --> 00:38:40,320 the pre revenue stage still. Like I don't think low revenue 688 00:38:40,320 --> 00:38:42,560 is stopping people from pumping these tokens. 689 00:38:44,760 --> 00:38:49,800 OK, I don't mean. Looking at this chart, that is 690 00:38:49,840 --> 00:38:50,680 a. Crazy chart. 691 00:38:50,680 --> 00:38:51,840 Look at that chart man. That is. 692 00:38:52,080 --> 00:38:54,960 Actually, I mean it's. The most embarrassed chart in 693 00:38:54,960 --> 00:38:58,080 the history of AI it. Makes their move to burn all 694 00:38:58,080 --> 00:39:02,000 their revenue pumping their agent tokens Looks more like a 695 00:39:02,000 --> 00:39:05,040 Hail Mary than like a chess move to me. 696 00:39:06,280 --> 00:39:08,120 Yeah. Because they don't have revenue 697 00:39:08,120 --> 00:39:14,040 coming in the door. So they're they're not not the 698 00:39:14,040 --> 00:39:17,320 the pace that it was. And I don't think it's going to 699 00:39:17,320 --> 00:39:19,160 spike. It's not like virtuals is the 700 00:39:19,160 --> 00:39:21,720 pump fund for AI agents there. There's dozens of launchers. 701 00:39:22,600 --> 00:39:24,040 And pump fund doesn't even have a token yet. 702 00:39:24,040 --> 00:39:26,280 Can you imagine? They will continue to have 703 00:39:26,280 --> 00:39:28,640 launches, but they will be small in number. 704 00:39:29,320 --> 00:39:33,240 So like the the days of 10 million, three million dollar 705 00:39:33,240 --> 00:39:35,240 days like those days are in the past. 706 00:39:35,600 --> 00:39:37,760 Yeah. You got to change topics before 707 00:39:37,760 --> 00:39:40,640 I yeah, I don't hold any virtual tokens. 708 00:39:41,520 --> 00:39:45,760 I do I. Own I only yeah, I only have 709 00:39:45,760 --> 00:39:49,400 wrecked and the ISBTI guess now that are are they virtual 710 00:39:49,400 --> 00:39:50,960 tokens? They are right technically. 711 00:39:52,760 --> 00:39:56,600 So the code today rafflebot dot XYZ rafflebot dot XYZ. 712 00:39:56,600 --> 00:40:00,760 I just finished the loot box. Actually, the code today is 713 00:40:00,760 --> 00:40:03,720 America. America, in honor of our of our 714 00:40:03,720 --> 00:40:08,880 friends, Tyler did it. You know America is the code for 715 00:40:08,880 --> 00:40:13,200 today's robot loot box spin, so make sure you put the code in 716 00:40:13,320 --> 00:40:19,720 and try and win a punk or an ape or red guy or rugs today, 717 00:40:19,720 --> 00:40:23,240 hopefully, hopefully only a punk or or or a pudgy sorry. 718 00:40:24,000 --> 00:40:25,800 So let's see that. All right, What else you got for 719 00:40:25,800 --> 00:40:29,160 us, Tyler? We got to talk about the AI Phi 720 00:40:29,600 --> 00:40:33,800 sector, otherwise known as D Phi, D Phi, so. 721 00:40:33,800 --> 00:40:36,840 Griffin, see what it is then? Like I'm really confused again 722 00:40:36,840 --> 00:40:39,360 my. Definition is it's the agents 723 00:40:39,360 --> 00:40:42,000 and launch pads for agents that give them functionality to 724 00:40:42,120 --> 00:40:45,240 operate on chain and like whatever you think is a Defy 725 00:40:45,240 --> 00:40:48,240 transaction, an AI agent that can do that. 726 00:40:48,280 --> 00:40:51,720 So it's not bots, it's agents that can trade and actually 727 00:40:52,160 --> 00:40:56,920 execute functionality on chain. Griffane is the number one in 728 00:40:56,920 --> 00:40:59,800 that bucket. I mean, I think there's of 729 00:40:59,800 --> 00:41:03,640 course there's the we've made the case like is AI16Z is 730 00:41:03,640 --> 00:41:05,960 virtual technically if they enabled that, let's put that 731 00:41:05,960 --> 00:41:08,400 aside for now. Griffane's number one, it 732 00:41:08,400 --> 00:41:11,760 flipped FAI yesterday. So it's the number 5 token, got 733 00:41:11,760 --> 00:41:15,760 the 540 million. Hey, Anon, Daniel Sesta's token, 734 00:41:15,960 --> 00:41:18,120 like I, I tweeted out the chart today. 735 00:41:19,520 --> 00:41:24,520 It's probably the, the single strongest upwards momentum of 736 00:41:24,560 --> 00:41:27,240 any single AI token. It hasn't had a pullback more 737 00:41:27,240 --> 00:41:35,000 than 25% and it's up 17X in the last two weeks, $23 nearly I 738 00:41:35,360 --> 00:41:40,640 think 300 or 400 million FTV. Then you've got beneath that 739 00:41:41,560 --> 00:41:46,040 you've got tokens like Orbit the Grift. 740 00:41:46,080 --> 00:41:49,600 Grift is the picker that hit 150 million, an all time high 741 00:41:49,600 --> 00:41:52,360 yesterday. Buzz the Hive team. 742 00:41:52,360 --> 00:41:55,400 So the Hive team won the Solana hackathon yesterday. 743 00:41:55,640 --> 00:41:59,640 So I I think part of the buzz, pun intended around that token 744 00:41:59,640 --> 00:42:01,760 was that they were doing well in the hackathon. 745 00:42:02,160 --> 00:42:05,200 They did officially win that hackathon in their prize, 746 00:42:06,040 --> 00:42:10,000 putting the 60 K aside, was that the Solana DJ's pump their token 747 00:42:10,000 --> 00:42:13,760 to 120 million. So these we knew these 748 00:42:13,760 --> 00:42:16,640 hackathons were being watched, but it is a big deal to win 749 00:42:16,640 --> 00:42:19,800 these hackathons because folks are going to buy your token. 750 00:42:19,920 --> 00:42:21,440 I bought the wrong hackathon by the way. 751 00:42:21,680 --> 00:42:24,000 I lost $60,000. Oh no. 752 00:42:24,600 --> 00:42:25,920 Yeah. Sorry to hear that. 753 00:42:26,240 --> 00:42:29,600 It's all good, we all make mistakes, but I realized last 754 00:42:29,600 --> 00:42:34,200 night and then I had to sell it. That's. 755 00:42:34,600 --> 00:42:36,840 A oh wow. Yeah, I think I may have lost 756 00:42:36,840 --> 00:42:40,640 even like it's anywhere between 60 and 100 Ki do too much 757 00:42:40,720 --> 00:42:43,320 trading, like I move too much around these wallets to do the 758 00:42:43,320 --> 00:42:46,280 math. But Sylvia and I and Benny, I 759 00:42:46,280 --> 00:42:49,720 think collectively lost like 200 grand because what? 760 00:42:50,120 --> 00:42:52,920 What Terry, what? What did you guys do? 761 00:42:53,760 --> 00:42:56,400 So we had the wrong. Token, we bought this shit. 762 00:42:57,280 --> 00:42:58,880 I mean it's actually not looking bad. 763 00:42:59,520 --> 00:43:04,240 So what's the difference between Hive and Buzz? 764 00:43:06,160 --> 00:43:07,520 Oh. I bought this, I don't. 765 00:43:08,920 --> 00:43:11,080 Know what this is? This is actually like so I have 766 00:43:11,080 --> 00:43:13,200 none anymore, but this actually looks good. 767 00:43:13,440 --> 00:43:19,200 So I was confused like this chart looks good and it's hive 768 00:43:19,440 --> 00:43:21,480 and then a bunch of people I know follow it. 769 00:43:21,480 --> 00:43:23,920 So see that's the danger right? Like a bunch of people, I. 770 00:43:24,040 --> 00:43:26,920 Follow this one. Even Malcolm does I follow this 771 00:43:26,920 --> 00:43:30,760 one Lord follows it. No you don't not this one see 772 00:43:31,440 --> 00:43:33,480 different 1. So let's see look side doc porn 773 00:43:33,480 --> 00:43:38,120 Lord macd gods and locksley. So I'm like the fuck? 774 00:43:39,880 --> 00:43:43,640 My my gut read is this one trades slowly based on people 775 00:43:43,640 --> 00:43:45,000 who are mistaking it for the other one. 776 00:43:46,200 --> 00:43:53,880 Right, and so I bought this one and turns out the defy one that 777 00:43:53,880 --> 00:43:56,960 the fucking AI fi one was buzz. Buzz. 778 00:43:59,200 --> 00:44:06,760 Which is this right? Yes, yeah, he's doing it. 779 00:44:08,240 --> 00:44:12,360 So I got cooked on that. Like I was so annoyed last 780 00:44:12,360 --> 00:44:15,560 night. I was like, bro, really, because 781 00:44:15,560 --> 00:44:17,880 that bitch has been blindly, Well, I guess that's a danger, 782 00:44:17,880 --> 00:44:19,640 right? I just been blindly aping CAS 783 00:44:19,760 --> 00:44:22,000 that are around AI and have a good grift tied to them. 784 00:44:22,400 --> 00:44:25,560 So like if the grift is good enough to like make people buy 785 00:44:25,560 --> 00:44:27,120 it, just buy it. Like what's the narrative? 786 00:44:27,160 --> 00:44:29,240 Oh, it's the next Griffin. All right, good, perfect. 787 00:44:29,920 --> 00:44:33,600 Like, I don't know, sometimes you hit, sometimes you go ahead. 788 00:44:33,760 --> 00:44:36,560 Last night, you know, someone hit me with whispers or 789 00:44:36,560 --> 00:44:39,280 something and I hit it. And now I just went to 25 at 7 790 00:44:39,280 --> 00:44:41,360 mil just now I just had a golf candle on the show. 791 00:44:42,040 --> 00:44:44,120 So it's like, and I I don't know what it is. 792 00:44:44,320 --> 00:44:48,360 I just keyboard monkey sent me ACA and I bought it. 793 00:44:51,120 --> 00:44:53,840 Yeah, anyways, wrecked is actually a good example. 794 00:44:54,000 --> 00:44:55,680 We should talk about wreck, by the way, obviously for the 795 00:44:55,680 --> 00:44:58,160 disclosure of bags. I mean, I have an enormous bag 796 00:44:58,160 --> 00:45:01,920 of wrecked, but it is OV is killing it, dude. 797 00:45:02,040 --> 00:45:06,600 I have to give him credit, dude. Like the whole base bridge, 798 00:45:06,600 --> 00:45:10,440 which is very smart, but on top of that building this AI agent 799 00:45:10,440 --> 00:45:13,680 around his art, but also with his personality. 800 00:45:14,240 --> 00:45:17,360 And now it's a top ten mind share AI agent, but it's the 801 00:45:17,360 --> 00:45:20,760 only AI agent with top ten mind share that's sub hundred mil. 802 00:45:20,880 --> 00:45:22,200 I mean, Mando, you just mentioned it first. 803 00:45:22,240 --> 00:45:25,160 Like pretty impressive. Like Ovie's gone full dev mode. 804 00:45:26,320 --> 00:45:27,640 He's dev ING the whole thing himself. 805 00:45:27,640 --> 00:45:29,040 He's coding. He's actually coding. 806 00:45:29,080 --> 00:45:31,320 I asked him. He's got some stuff coming with 807 00:45:31,320 --> 00:45:32,560 it. Yeah, he's got some stuff coming 808 00:45:32,560 --> 00:45:33,680 with it. He tweeted about that. 809 00:45:34,800 --> 00:45:39,600 Yeah, some stuff I think that will be announced maybe today or 810 00:45:39,640 --> 00:45:40,960 very, very. Yeah, he tweeted about it that 811 00:45:40,960 --> 00:45:42,200 yesterday. So it's not even a secret, 812 00:45:42,200 --> 00:45:44,040 right? But like OK, now it OK. 813 00:45:44,360 --> 00:45:47,320 He's gone from like, he's gone from hazing all this stuff to 814 00:45:47,320 --> 00:45:51,280 like all in which I which I think is really smart. 815 00:45:52,440 --> 00:45:55,000 Yeah, I think he's done a good job of like integrating AI 816 00:45:55,040 --> 00:45:58,640 without like being obnoxious about it or just like this. 817 00:45:58,960 --> 00:46:02,680 Yeah. Like he's just tying it to, you 818 00:46:02,680 --> 00:46:06,320 know, the, the brand. Reggae is great, by the way, and 819 00:46:06,320 --> 00:46:10,280 it's listen, Ovie tweeted that he's transitioning and he just 820 00:46:10,280 --> 00:46:13,200 created reggae. So it's even like a really open, 821 00:46:13,400 --> 00:46:17,440 it's really open it open AI. He launched Gayfi He. 822 00:46:18,080 --> 00:46:23,240 Really launched Gayfi like Gai. Drummer about Have you seen 823 00:46:23,240 --> 00:46:24,960 this? Drummer about Ross The Ross 824 00:46:24,960 --> 00:46:26,280 coin. Yes. 825 00:46:26,720 --> 00:46:30,240 What a little bit, God damn it. What now? 826 00:46:31,560 --> 00:46:35,000 There's a Ross Ulbrich coin that's come out a new one which 827 00:46:35,000 --> 00:46:39,760 like Anson's been called out but but the other one is like full 828 00:46:39,760 --> 00:46:42,760 sending right now. Fuck I had the wrong 1. 829 00:46:42,920 --> 00:46:45,120 I had a Ross. I had the old one. 830 00:46:46,160 --> 00:46:49,000 Well, the old one's the old one's sending now. 831 00:46:49,520 --> 00:46:53,680 It's 30 million. I had the Ross's mouse at some 832 00:46:53,680 --> 00:46:58,640 point. Oh wow this one sold off until 833 00:46:58,640 --> 00:47:01,120 it came back. So what happened? 834 00:47:03,280 --> 00:47:06,480 Like there's a someone else launched a new Ross token and 835 00:47:06,480 --> 00:47:09,720 then they added an AI component to it to like speech. 836 00:47:10,400 --> 00:47:12,720 I am not dug into this. I saw people in the reply saying 837 00:47:12,720 --> 00:47:14,640 like the new one was like bungled all this. 838 00:47:14,640 --> 00:47:18,720 Oh my God, look at this candle. That's the old one. 839 00:47:18,720 --> 00:47:20,640 That's the good Ross. Is it dude? 840 00:47:21,080 --> 00:47:24,720 What's going on here, man? I can't keep up. 841 00:47:26,880 --> 00:47:30,320 Oh wow, oh wow. Ross Coin is the new one, yeah. 842 00:47:30,400 --> 00:47:34,640 What the hell? I mean, it's doing pretty well 843 00:47:34,640 --> 00:47:37,000 too. This is like this is your worst 844 00:47:37,000 --> 00:47:39,160 case scenario. If you're the old Ross well. 845 00:47:39,240 --> 00:47:41,520 What do we think? Let's talk about the most 846 00:47:41,520 --> 00:47:43,920 serious side of this Ross thing. What do we think? 847 00:47:44,440 --> 00:47:49,200 Do we think Trump executively orders the freedom of Ross 848 00:47:49,200 --> 00:47:59,800 Albright they want? He said as much, right? 849 00:48:00,600 --> 00:48:03,920 I actually had to go back through all of Trump's promises. 850 00:48:06,080 --> 00:48:09,760 That was a big one. It was not like a main one. 851 00:48:09,760 --> 00:48:13,440 It was never like. For crypto, it was one of the 852 00:48:13,440 --> 00:48:14,040 big ones. Right on. 853 00:48:14,400 --> 00:48:17,600 My on his list I don't think. A lot of people saying it 854 00:48:17,600 --> 00:48:20,400 doesn't think they want, I'm sure I think like because like 855 00:48:20,400 --> 00:48:22,560 we talked about this a lot in private, right Tyler, like what 856 00:48:22,560 --> 00:48:24,120 moves the needle they want for crypto? 857 00:48:24,640 --> 00:48:28,440 I don't think we had strategic reserve on the first day, but I 858 00:48:28,440 --> 00:48:31,400 think you know, there's 106,000 Bitcoin, right? 859 00:48:31,560 --> 00:48:35,720 I think was it you have sent it, they have 106,000 Bitcoin and so 860 00:48:35,720 --> 00:48:38,800 that would put them at half the Bitcoin holders holder ownership 861 00:48:38,800 --> 00:48:41,920 as China by just like deciding not to sell them. 862 00:48:42,600 --> 00:48:44,760 I think like an executive order on saying we're not selling the 863 00:48:44,760 --> 00:48:47,080 Bitcoin America has already is enough to move our market past 864 00:48:47,080 --> 00:48:49,480 110 K honestly. Oh, what was interesting about 865 00:48:49,480 --> 00:48:51,320 all that? So that if they give if the US 866 00:48:51,320 --> 00:48:55,240 gives the bit Fenix Bitcoin back, that cuts its reserve by 867 00:48:55,240 --> 00:48:58,160 50%. I see that's. 868 00:48:58,400 --> 00:49:01,080 Like half of its Bitcoin, half of the US Bitcoin. 869 00:49:01,120 --> 00:49:02,880 So now folks are starting to think. 870 00:49:04,160 --> 00:49:06,640 Ah, that's the read. Catalyst for buying more. 871 00:49:07,080 --> 00:49:09,600 I had the wrong read. Yeah, Yeah, I didn't read the 872 00:49:09,600 --> 00:49:11,600 tweet right. OK, I see what you mean. 873 00:49:14,960 --> 00:49:20,120 Interesting. It's I don't think he will sign 874 00:49:20,120 --> 00:49:22,760 an executive order to free Ross on day one, no. 875 00:49:26,120 --> 00:49:28,480 Is there a myriad market and then we have how many markets we 876 00:49:28,480 --> 00:49:32,800 have, how many executive orders he's going to call for, but I 877 00:49:32,800 --> 00:49:36,200 don't know about the, I don't know about the rest. 878 00:49:38,320 --> 00:49:41,160 If he can only do 3 crypto related things on day one, like 879 00:49:41,160 --> 00:49:42,760 do you? Do you want him focused on that? 880 00:49:42,760 --> 00:49:47,080 Like do you want that to be I? I like I stand by my call that 881 00:49:47,080 --> 00:49:50,560 like two of the three, let's say are going to be free Ross and to 882 00:49:50,560 --> 00:49:52,760 decide not to sell the Bitcoin that they own. 883 00:49:53,400 --> 00:49:54,920 I think those are lower hanging fruit. 884 00:49:54,920 --> 00:49:56,600 They want executive orders on crypto. 885 00:49:57,160 --> 00:49:58,920 I think strategic reserve does take a long time. 886 00:49:59,400 --> 00:50:01,120 You can't just call for one right away. 887 00:50:01,120 --> 00:50:02,480 It's a lot of them tricky sees, right? 888 00:50:02,480 --> 00:50:05,640 I don't know, Amanda. What do you think? 889 00:50:07,680 --> 00:50:11,080 I think I think free Ross would be definitely one of the 1st. 890 00:50:11,280 --> 00:50:14,000 That's just my gut. Just because it's so easy for 891 00:50:14,000 --> 00:50:15,320 him to do. It's like going to eat. 892 00:50:15,320 --> 00:50:17,880 It's like a low hanging fruit for him to I, it's not going to 893 00:50:17,880 --> 00:50:21,360 be what we want, but I think it'll be like he's going to get 894 00:50:21,360 --> 00:50:23,400 criticized for it basically is what I think. 895 00:50:24,080 --> 00:50:27,440 Yeah, it would be interesting. And also the message it sends I 896 00:50:27,440 --> 00:50:29,640 think is big because the free Ross was like the first promise 897 00:50:29,640 --> 00:50:32,080 he made Tyler. And I think that by freeing 898 00:50:32,080 --> 00:50:34,880 Ross, you assume that the other promises will be kept during 899 00:50:34,880 --> 00:50:37,080 that four year period. That's my thesis. 900 00:50:37,520 --> 00:50:41,200 I think we want to see at least one crypto thing because if not, 901 00:50:41,200 --> 00:50:44,880 then everything we've been celebrating this week is like, 902 00:50:44,920 --> 00:50:47,440 oh. Project 2025 has 100 plus 903 00:50:47,440 --> 00:50:49,200 executive orders drafted for to sign. 904 00:50:49,760 --> 00:50:53,480 Holy fuck, yeah. I'm definitely taking the over 905 00:50:53,480 --> 00:50:56,240 10 on Myriad. I took the over 10 on Myriad for 906 00:50:56,240 --> 00:50:58,680 that. All right, well, look, I think 907 00:50:58,680 --> 00:51:00,760 we went around the home pretty well here today. 908 00:51:01,560 --> 00:51:02,680 Markets. Interesting. 909 00:51:02,800 --> 00:51:04,640 I guess we'll see where we're at tomorrow, but looks like we're 910 00:51:04,640 --> 00:51:06,720 ranging again. Look at this clockwork man 911 00:51:06,720 --> 00:51:08,200 though. Clockwork. 912 00:51:08,200 --> 00:51:11,960 This range. Clockwork straight up dude. 913 00:51:12,560 --> 00:51:15,080 Literally clock clockwork. What? 914 00:51:15,080 --> 00:51:16,400 What? Yeah. 915 00:51:17,640 --> 00:51:21,080 I that's all I did. I just for fun to to see literal 916 00:51:21,080 --> 00:51:25,040 clockwork on this one. Like, you know, lines. 917 00:51:27,600 --> 00:51:29,680 What I think is good is that we've seen Bitcoin Donuts come 918 00:51:29,680 --> 00:51:33,240 down a little bit. So what? 919 00:51:34,320 --> 00:51:36,440 Yeah. You know, I wouldn't be 920 00:51:36,440 --> 00:51:40,920 surprised, but the best the bull case is this, right, Like you 921 00:51:41,000 --> 00:51:44,520 dip a bit over the weekend, low volatility and then Jan 20 is 922 00:51:44,520 --> 00:51:47,840 here and then he he then executive orders. 923 00:51:47,840 --> 00:51:50,600 So I'm this is I think what's happens, right? 924 00:51:50,600 --> 00:51:52,600 It's like we dip higher low again here. 925 00:51:53,000 --> 00:51:56,280 So what like Jan this weekend? Probably maybe I wouldn't be 926 00:51:56,280 --> 00:51:59,040 surprised to see the one last shakeout to 92K to just scare 927 00:51:59,040 --> 00:52:01,280 the last remaining bitches out and then we're good. 928 00:52:03,360 --> 00:52:05,400 We'll see we'll see. All right, let's get into this 929 00:52:06,640 --> 00:52:07,800 We. Have six months of it. 930 00:52:09,160 --> 00:52:12,040 Stop it. Stop it because you know, I like 931 00:52:12,160 --> 00:52:15,520 a side of me agrees with that, but I don't want to.