Yo-yo, yo, what up? What up?
Good morning. Good morning, GMG Monday.
Whoa, where? Where's my screen?
I can't even see you guys. Oh, there you guys are.
I have too many windows open. But you know, it's October when
I got 123456 desktops opens and 1-2 and yeah, 20 fucking times.
OK. October 7th, 2020244444.
Look at that. Another beautiful day to have.
A beautiful day. I got my coasts in the house.
Tyler Mando, how you guys doing today?
Happy Monday. Doing great man, how are you?
We're vibing. We're vibing.
Wait, I'm definitely vibing very hard right now.
I am long and strong, Tyler today.
It was a great weekend. The Bears won the NFL.
Bears the Chicago. Chicago is the only.
Bears not winning right now. The only bears we like, all the
other bears, are losing. Do we like those bears?
See, I bet against your bears yesterday because these said and
word for word that he hates them.
So I went and bet against you and I got pile on dude, I got
destroyed. So I won't.
I won't fake you again. I'm sorry, Tyler, I know
football is the first kid. Hate us at home.
We're undefeated 3 now at home. So nice start for Chicago here.
There you go listen, I I don't know anything about football,
but I I hit on my parlays, so I am now an expert.
I will be opening a a telegram chat for my football betting,
you know, and it's dude, we we hit, we hit, you know, we're
having brush with the family yesterday and we we hit.
What did you guys do this week? How was your weekends guys?
It's good. Did some some stuff with the the
family went to a little Taylor Swift concert for kids.
It wasn't her. It was.
Like. What It was like a cover band.
But I was like, we got Taylor Swift.
At home. You literally pulled the meme on
your kids. Like dad, I want to go to Taylor
Swift. We got Taylor Swift at home.
Yeah, it was like the department store version for sure.
But they had fun. And then there's Hershey's pop
up. So we did like the candy thing.
It was a fun little weekend with the with the fan.
I think we lost your audio there.
Check, check. Can you hear?
Me. Sorry one of my cables like
disconnected. I was going to ask Mendo, how
was your weekend? This weekend I went to
Yorkshire. Oh, you're actually you're in
the UK. I was in the UK, went to
Manchester, then Yorkshire, kind of ran.
Manchester, MY. Godfather for the 1st.
Time. Oh wow.
Congrats. That's cool.
Congratulations, that's a lot of fun.
Love to see that. Anyways, today on the show
today, today, right there you go.
We're all back, we're at our desk, we're all locked the fuck
in market report. I mean, this market report is
going to be great. Love to see that.
We've even got some, you know, pretty positive SEC news this
morning. So let's see if it's real or
not. But anyways, you absolutely love
to see that Tyler's top 100 or 1000.
I'm not sure where we're there yet, but it seems like we're
going to pick back up on the 1000 very soon because things
are, are are definitely heating up in the space for October.
And then last but not least, oh, no, we don't have the oh, wait,
yeah, sorry. We do have the ARB update today.
It's Monday. So we're doing the Arbitrum
weekly roundup to tell you guys what you know they've been
building in the ecosystem and what's the latest for them,
which RC is very good. And then, as usual, this show is
powered by Galaxies with seamless built in monetization
tools. Galaxies enables the development
of sustainable long term communities, fulfilling
Bitcoin's vision of decentralized freedom and
independence from centralized control.
Speaking of the devil, Bitcoin, I mean, tomorrow night, tomorrow
night we get the big the big docks.
At some point we should probably we should probably put a bets in
and see who's in. But anyways, Mendo, we got
cooking for us today. Who is the man?
Michael, Daddy of the land. Can you dig it?
She and everyone. I just realized that my audio is
not connected. Is it?
I don't know. I don't think so.
We can give it a second. We can give it a second.
Well, let me tell you where we're at.
Bitcoin 60 is 3 and a half, $1000, which is not bad.
I mean, that's where it was six months ago.
But we'll see if it breaks through that.
Let's see what Mandel connects this thing.
But we're looking pretty good. We're looking pretty good right
now. Huge sorry guys.
Give us a second. We're going to be with y'all in
one second. I was like fuck, it's not coming
out of my game. Crap, is it another day?
We're like 1000 episodes in only.
This is so funny Oh my God. Go with Tyler first.
OK, OK, OK.
We're little Change your, change your plans.
Yeah, our top story here, a little bit of breaking news.
So crypto majors, we're up to to 3% perhaps on this headline.
So, so Trump is now looking at Robin Hood's chief legal officer
to be SEC chair if he wins. It looks like the market does
like that. And guess what?
Donald Trump has reflipped Kamala Harris 5148 in prediction
markets. Now with the election, folks,
it's less than one month away. It's four weeks from tomorrow.
We saw the UAE, they're making crypto transactions tax free
with the change taking effect November 15th and then acting
retrospectively back to January of 2018.
So huge news for UAE crypto participants.
You mentioned The Who is Satoshi bet, so we're $5,000,000 bet in
that market right now ahead of Tuesday night's documentary.
So we'll have to pull up that board.
In protocol news, Eigenleier face some criticism over the
weekend over some locked token handling for some of its
investors. Not a great look.
Fancy top. They upgraded their hero pages
showing better social metrics. There's payouts and more hero
payouts coming today. We are told 90CC in GMI.
They highlighted the NFL player Bruce Hall was repping A90CC
shirt and jacket along with some Rimowa luggage to his game on
Sunday in London. So nice Web 3 repping there in
memes. NFTS meme point majors very
great. Mirad memes dominated the
weekend led by Giga and X and SPX both leveling up.
ETH memes had a nice day led by Nero.
We got fog approaching 200 million the the board was just
washed and green and guess what moron calls NFTS now as well.
Some of the the top moving NFTS of the weekend Project Aeon and
Sprotto Gremlins, notable top movers were included on his
list. How we even saw runes pumping
pups up 100% on the week. So it was a slower weekend news
wise. It was a fast weekend market
action wise. I like that.
Listen, I, I, I love that. I mean, you know, there's a
sense of we are so back in the air right now, right, Tyler?
It's just like it. Feels that way but so funny like
if you look at the board like Ethan slaughter red on the week
like it feels like we've been pumping for days now unless.
Unless you refresh now. I mean, the weekly starts today,
right? Unless you refresh your screens
right now, Tyler, I think you'd be looking better on the on the
price action. The last the four hour candles
we just got across the board. I think was that on the back of
the SEC news because you started with us.
We should go there because the market was kind of dull at the
at the US Open at 9930. And then we got this watcher
guru tweet going. Justin Robin chief Robin chief
legal officer Dan Gallagher favored to replace Garrett
Gansler as SEC chair of Trump as elected president mixed with
Trump being on top with the on the on the charts.
Do you think this has something to do with it?
Because we like like all of a sudden like it was 953.
I saw a pump and at 9:50 just came out.
It feels that way, right, Like the timing wise, because you're
right. So like Bitcoin had pumped last
night, actually sold off a bit this morning.
But yeah, it's it's running again and really all in the last
yeah, 1530 minutes here since that tweet.
So very well, very well could be we had the whole, the whole, you
know, from, from us. We're talking about the Trump
pump. And then the election got kind
of tight and all that kind of went away got a slight lead.
It, it feels like we're not going too deep into politics.
It it feels like comma kind of fumbling a little bit right now
with some of the the FEMA and the hurricane disaster recovery
effort right now, which is is tough and thoughts go out to
everyone impacted by that. But I think it's been rough,
rough for her campaign. Man, this, this hurricane's
picking up, huh? I saw some.
Another one, Yeah, about to hit through like Tampa and yeah,
level 4, I think right before the show.
Yeah, it's super sad. Definitely thoughts for people.
We have some family members of like some of our team members
that are like based there and stuff.
It's been pretty been seeing some photos behind the scenes.
It's terrible. So just terrible.
But I also saw that, so I'm assuming there's, there's this
reason, but they lost some traction.
And then she, I mean, she did an interview recently with Alice
Cooper, right? Call her daddy, which I thought
resonated with people more because it's more humanizing
when you like do a, you know, I don't know, like podcasts with
someone like us, right? Like regular folks, right?
Or regular folks, but I, I don't think that worked out in their
favor. But yeah, you're right.
I mean, big dude, big core right now, Tyler, I kind of just want
to have this open. Straight up, yeah, let's keep
the chart. Up 63885 so if you look at this
this is this is what we want to break right like this is was the
February 28th that that that pair that Yumi and Mando talk
about a lot like the six month range we're here we're literally
there right now that 64 K range I.
Feel like, I mean, we want to break like 66, right?
Like that's that's like my number.
Yeah. So 66 because it's the top of
the range, right, Or 68, Yeah, eight.
Yeah. So I loaned coins yesterday on
Sunday because I like when we pump hard on Sundays and we
don't really like dump like as soon as the market close after
8:00 PM So I waited for market close at 8:00.
I saw, we kept going. I didn't get like prime entries
like you would have gone like on Friday, but I got good entries
like before, like we saw like 64 and stuff for eventual 66K pump
and I'd probably be closing some in 6667 range.
But for the first time I I rarely do this though, not first
time, but I actually leverage long with and and Pepe.
Yeah, but very little like like we're talking the leverage is
like 4X like liquidation price like sub two, you know what I
mean? What levers along the the the
higher risk assets? Yeah, I mean the width move off
the bottom, 30% off the bottom. 10111213141516171819 So yeah,
Amanda would kill me right now. I have 21 longs open.
A lot he's a lot of folks. You know, I think there's like
thinking about from macro. It feels like the Israel Iran
conflict is de escalating a little bit like don't want to,
you know, don't want to get too ahead of ourselves there.
I think that that's partially, you know what's.
The latest there, yeah, that's what we've been following
closely on the show, too. I mean, the latest there is.
I didn't see any escalation either.
And no escalations. I think a lot of the other Arab
nations are, are, are neutral and, and they are not, you know,
they're hoping for a comic not to break out.
Yeah. And seem like I, I forget the
tweet. I don't have the tweet pulled up
but I saw some news that seemed like it was de escalating a bit.
Interesting. Let's see we have we have our a
geopolitical expert back in the room with us right now.
Mando, hey, you're. Back so my Rd.
Cost just up and died on me so I don't even know what's.
Going on let's we'll find a time to fix that.
I think you've had Rd. caster issues for a minute now.
Maybe your Rd. caster Just code dude.
That's weird though. Yeah, maybe it's fried because
you said it was been hurting your computer too, so that's
odd. Yeah, last week it was I can
only do it was hacking my Internet, and this week it's
just stopped working. Maybe.
Yeah, there's something going on with there.
Anyways, Mando, have you, what's the latest on the geopolitical
stuff in the in the Middle East? Has this been some de
escalation? But I don't think we've heard
any more like any more news of escalation, right?
I wouldn't call it de escalation.
It's just that Israel hasn't struck back yet.
There was some talk about the fact that they are negotiating
with the US and various other, let's say, friendlier nations
about not striking Iran in return for sanctions on Iran.
Plus, I think some sort of like military support.
Unclear to me, but you know, there's still, there's the
Hezbollah versus Israel fights still happening at the moment.
So that's happening like every single day.
So I don't really die. Well, they just haven't struck.
Yeah, they haven't struck in a well. 64K.
Iran, Yeah. Wow, What's your, what's your?
Let's go back to the market real quick.
I mean, because that's what Tyler and I were talking about.
Anyways, we're back to that 64K Mark Mando from Feb 28 here.
How do you feel about the market in general?
I mean, I've been kind of Max deployed since last week, well,
since last month, sorry, right. So I Bitcoin, mainly Bitcoin,
obviously, which has been a good trade for me.
I how is dominance doing dominance still hanging out
where it was so 58 area 58.2. I still I still like the barbell
here of Bitcoin plus very select bolts, the ones that kind of
came back the strongest actually like a lot of bolts didn't come
back as strong, but mean coins came back super strong.
I bought a lot of Tau Tao me and remember when me and Tyler both
said it was like the if you have a barbell strategy of Bitcoin
plus one thing, what would you have?
That's kind of what I have Bitcoin plus Tau plus epic and
and like a hodgepodge of random meme coins.
But it does feel as though meme coins are having their moment
again at the moment. My I did not think we would come
back as strong as we have on meme coins.
We are still like, I mean with we still let down a lot from the
all time highs on the biggest meme coins.
So like Pepe hit a 1.7, it's a 11 basically.
Yeah. I mean, Pepe is what I'm has
seven and a half Bill 725. Sorry.
Yeah, with it like 4.8 to 2.7. So the main, the major meme
coins are down a lot still, but it's the mid tiers that have all
absolutely gone crazy. So I think it's interesting.
It's like, yeah, and a bunch of others, right.
But it does feel as though, it does feel as though that's maybe
the trend, Like meme coins hit high and then because of the
proliferation of meme coins on Solana, like you get this this
next period where they probably hit their all time high and then
takes a long time to consolidate.
Maybe they might never hit that again.
But other meme coins then become bigger and they start to catch
up. But this Mirad list has
obviously been dominating. But I yeah, I've just found it
easy just to be long yeah, Bitcoin and very select alts
over the last. Yeah, I mean, you're, you're
definitely cooking since you, you know, pretty much full
ported that bottom of Bitcoin 64 point 2K right now looking good
ahead of this the second week of October.
Remember you guys, midway through October 1st, people were
already calling it quits. They like 3 hours in.
It was it was October 1st. It was like noon and people are
canceling October already. I remember tweeting at like
11:50 AM saying like, we're not even midway through October 1st
and it smells like bitch in here.
Like, yeah, it's it's so insane to me that people are already
discounting this. Like I wouldn't discount
seasonality. You know what, Mando?
I'm getting flashbacks of Q4 last year and we were cooking in
Q 4/20/23. That was not really full Max
Bull run yet, right? That was when Solana was, you
know, really leading the way and some memes, but we didn't have a
lot. I mean, Tyler, talk to me about
this Mirad list. I mean, we may as well go there.
And I know you've been covering it.
He's into NFTS, he's into he's into meme coins.
You've you've you you had this in your Tyler top 1000 and you
also made this this this watch list for it, which has all of
them. I mean how do we feel like is
this going to be the list cycle? I think this is the list.
So so for quick background on Morata, if you if you aren't
familiar. So he he's kind of made a name
for himself here on crypto Twitter by kind of coming up
with a thesis that was a bit contrarian at the time that he
was going after meme coins tied to Colts that had low, low count
holder bases with more diamond hand holders.
His thought there is that if you have fewer holders that when you
know a real pump mania phase comes, you have longer room to
to run and and those that holder base won't be selling as much
perhaps as a coin that has a whole is much more distributed,
Which was, I think again, was contrary at the time, because a
lot of folks were were touting high holder count as a as a
solid metric and he went against that.
So he he'd come up with a list. He'd been sharing his list for
months. I think he really took off after
token 2049. He did the speech that has gone
viral. I actually had friends who
loosely follow crypto but aren't in like the day-to-day trenches.
Send me that video. And I, I think that's important
signal to, to realize. And then we, we've talked about
the dilution in meme coins, the pump fun mania and, and how that
was going to be a negative perhaps for the, the meme coin
sector. Well, now you've got a discrete
list that the Maraud list. There's 10 coins on the list and
there are different tiers, right?
You've got pop cat up top now over a billion with a huge run.
Just went from 900 to 1.4 and that's that's a massive run out
of 500 million in market cap. You've got Giga and SPX now
leveling up. Giga's at 460.
SPX is knocking on 400. Here's the thing.
We haven't really seen memes make that jump to that 304
hundred range like Nero did on that finance pump.
But really 200 million had kind of been the cap recently for a
lot of the newer memes. So they they busted right
through that. You've got ticker Bitcoin now
over 200 million. APU is in that range as well.
And then you've got the sub 100 all the way down from 80 to 20
with Retardio's up there. Locking and mini are in the
30-40 then USA at the bottom. So there's different tiers for
folks to play in. And I think my, my personal
thesis is we are going to see people indexing this list and
then this is going to be also a go to list for people to start
picking memes. Because if you don't know where
to start, why not pick from this list?
And then it becomes kind of a self fulfilling prophecy.
And I mean, there's there's of course there's a lot of risk to
this as well. But I don't know, it's been an
eye opening week. I'm certainly paying a lot more
attention. Yeah, you.
Guys watching Bitcoin right now 64564 three now but it was just
like 64 five. I mind I was telling Tyler
before I have 21 Long's open right now.
One of which is whiff, so that the number to watch 285 is where
whiff needs to pass for higher high.
We are, and we're almost there. I, I'm Yeah, Well, I have my
whiff long closing at 283 just because it's too dangerous to
have leverage on meme coins. But I, yeah, but I don't like
that whole leveraging meme coin thing.
I did it anyways, but we got we got this is this is what I'm
this is what I'm looking at right now.
I said I'm not going to share my screen because it jinxes things,
but it's looking it's looking good.
Mog right now is also flying boys.
I don't know if you're seeing this.
The market right now is just. Fucking MOG was lagging.
MOG was lagging I feel. Like it is.
I feel like it's one of the later movers lately.
Yeah, I mean, because of ether, right.
But, but if you go burn Murat's list, not only is it on there,
but it's technically one of the best ones on there because of
the holder base, right? I think you're going to have
people who who want the Morod list and want the top plays and
Maga's up there and MAGA. It was its own theme without
Murad, right? I feel like a lot of these
Morods list are kind of getting hyped because they're on his
list but not mug I. Mean mug mug was added like
super late. I remember him getting a bunch
of people saying, Oh, why don't you add mug if it's in your cult
list and the holder thing and then then weigh like 8th or 9th
or 10th. I think it was the last one.
It was the 9th 1. I think that was I don't know.
So it's been it's been interesting.
I think we should get Marat on the show.
Mando. I can't for I can't stop
thinking about that one time on rec radio and KB.
I was making fun of the list and then remember that episode.
It was hilarious. That's not aging very well right
now. Like SBX is up 40X in a month.
Fuck, dude. That's crazy.
Yeah, I just. I just tweeted Murad.
I told him get his ass on the show this week, it'll be fun.
I told him because I was looking through his highlights.
He's not there. I said, Murad, you should have
put your infamous list list tweet in your highlights and
then also you should join FOMO hour.
So let's let's try and get this guy.
How do you feel? So I saw I saw some fun.
Let's tell the Murad thing. I saw a tweet by Koi Mamba
because you know, he's getting a lot of heat driving like what is
he like he he busted a fun four years ago or something, but Koi
Mamba's like take. I can't.
He had a contrarian take care, which was not bad enough.
He said. I don't understand why people
keep bringing up must up Murad blowing his fun four years ago
to diminish him or his opinions. Shit happens, nothing to be
ashamed of. I personally respect the hustle
for trying to make it all back. What do you what do you think of
this take? I mean, I don't, I think that's
probably fair. Like he had a fund 3A3 AC blew
up that fund. Like you have a crypto fund,
often you're going to, you're going to, you're going to blow
up, right? Like.
Leverage all coins like. It's so easy so.
Chances are you going to blow up take.
Anything against him for that not.
At all, Yeah. Yeah.
What do you think, Tyler? Yeah, I think it's important
information, but it's also like not, not all that relevant.
I think Zack XPT was was throwing that kind of in his
face a little bit as well. And I mean, he he's been
publicly sharing a thesis for months now and from all science.
He's not selling like if he starts selling these wall
talent, like that's the red flag.
Yeah. I think that's when the whole
thing starts crumbling. So I guess maybe you have you do
question how does he exit this? Maybe that's where it's history.
Like, I don't know. It's a nothing burger to me
maybe. OTCS with funds or something?
The VCs? I don't know the final boss,
right? Yes, more More controversial,
perhaps, was his NFT list. Let's.
Talk about that. I, I, let's talk about that.
I saw his NFT list. The only controversial thing in
that was the fact that he kind of put a thing that hadn't
minted yet right. Yeah, so his whole, you know,
core thesis is long lasting cults, you know, like if you
look at the meme coins, there are ones that are like 6 to 12
months old. He comes out with his NFT list.
I I sent to you in our chat a. Little bit.
A little bit. Oh, there it is.
Sorry, I had it and. Randomly he just throws that poo
NF TS in there. The mint hasn't happened yet.
So like there's clearly no holder base.
I think he's clearly these are. These are largely NFTS tied to
mean points. So it's protos tied to ticker
Bitcoin. I didn't realize that product to
Aeon was tied to SPX until this list published.
Of course, Retardio cousins tied to.
That is that what pump pups. The NFT I don't.
Know I think the token. I don't think so.
So I think the other narrative I saw going around this weekend is
I think people are starting to realize when memes bounced this
hard off this local bottom last week that hey, maybe this meme
coin cycle is a thing. And I saw more and more folks
talking about if it is a thing, then there's going to be
exposure on Bitcoin and like runes.
They were over hyped. They had a a nasty lull, but now
they're they're kind of coming out of it.
And it's not like it's not the total index, but that the the
room's leaders are starting to to show some signs of life, show
the seven day. Look at this man though we may
we yeah your boys may survive after all Pups is back in
155,000,000 that from. You guys went to getting profits
or? No, not yet.
Billion dollars a bust, right Tyler?
I accidentally did so I had to disclose so I hadn't checked.
I hadn't logged into my wallet in so long.
I had sell orders back from when I was trying to exit on the way
down that that hit on on this run up so I did sell.
But maybe for the better, you know, listen, Mando, I was
redacted enough not to sell at 900 mil on the Arthur Hayes
slash Anson pump. And I was redacted enough to
hold through the $20 million lows.
So sometimes being redacted left curve really helps.
Depends, you know on which side you are, but you know it's you
know it's kind of helps to be to be to be left curve at times for
me Pops, please chat. There's always 3400 people
listening to us live every morning.
Remind me to sell though like once we hit like 500 mil plus
like just tell me I. Will be.
At a 0. I like actually I don't, I
don't, I don't. I much prefer Bitcoin puppets
than due to pups, but. What is it not both?
Like I have like 16 puppets dude.
That's like that's like 3 Bitcoin and puppets right?
I'm trying to get more these and I just we held onto our puppets,
dude. We love our puppets.
I know, but then you were also crying that you called on to
them when they when they went. Not.
Puppets. I had this much in fucking
Bitcoin puppets and pups. Listen, listen, listen at highs,
I think the puppets and possible fill was like 8 Bitcoin.
I think we're back to about 3 bitcoins.
So you know, we're we're we're we're we're going to take we're
going to we're going to look as long as pups and puppets pump
with Bitcoin, I'm in the trade. That's how I see it.
Like right now, bitcoins having some very aggressive pricing
upwards and they're not going down.
You know what I mean? Whereas like sometimes in in
2021, you see like E3 price higher and then NFTS kind of
like reprice lower. Remember that like it was kind
of like that. And then we have to wait.
And then so I don't know. What do you think about about
ordinals here, Tyler? Real quick, my closing thoughts
on PUPS here. I think this was a really
important run. Like when when they fell to 20,
it really felt like maybe the whole meme was just over.
I don't know what this weird thing is, but back over 100
million puts them back at the top of the list.
And there's not that many options to choose from.
So like if you want exposure to ruins meme coins on Bitcoin,
there aren't that many. So you're going to look at the
top of the list. So just being at the top, it is
important and it's going to be, you know, again, I don't want
those kind of self fulfilling prophecies, but just being up
there if ruins pumps is likely going to pump.
So I think it's going to be a winner.
As for ordinals, I don't know. I still feel like it's, it's
coins running right now. It's like why it's so hard to
buy an NFT when you, when you pull up these nameless and see
him jump 30 to 40% of the day. So I, I think, I still think
ordinals and Ethan NFT leaders are going to have their time,
but it's, it's after that. Yeah, Ordinals will pump when
NFTS pump. I think Murad forgot to add rec
guy in his list here, you know? Papu NF TS never met, maybe
they'll they'll fill it with Rick.
Guys, I mean, look, he's got he's got some popular ones, so
he's got Crypto Pongs, he's got Azuki Pudgy and the rest are
mostly meme, meme NFTS, right? I mean pudgy puppets I I don't
know the story on. That was.
They were .03. I'm not too sure about that one.
I, I, I kind of disagree with him on a few of those, but I see
where he's going. Like I, I, I get the I get the
thesis. Sad for Board Eights that was
the only major Ethernet team. Terrible day to be a board 8,
that's for sure. But hey, they got crypto punks
there. So I guess you know, maybe maybe
he's going to hit there. Speaking of crypto punks, what
are even crypto punks? Let's check in on our NFTS here.
I don't think crypto punks are doing so well, right?
Let's see. They're not not great in USD
terms. Right, that's a lot of trades in
one punk you'd never see this by the 21.
Like a clown nose at the I know it's not good looking, but a
double clown? You'd never see this on the
floor in 2021 ever. No chance.
Maybe I'll add it to the robot spot for tomorrow if it doesn't
sell by then, you know. How are NFTS doing in general?
Just like a chop week, like low, low, low volume, everything's
down like a couple percent, like no major moves.
I think the bigger moves again, we're we're Sprottos in front of
day on ornals, some signs of life, but they were also red.
So they're kind of just rebounding like they're they're
still not higher than where they were in the last pumps like
nodes hit point. Two stuff like that abortives
are down back to 10 like I they were up to what 1415 there was
it was a one during the whole 8 chain stuff.
Oh, just got up to 12, but they're back down to 10.
Interesting. OK.
So I guess we'll see where that goes, Mandel quickly, because
then you got to go in like 3 minutes.
You've had quite the rebranding. Mando is Mando is now a gaming
founder. No, it's just a just a slight
change of direction like. On.
All these metrics for cults, we're like really high.
So like percentage of Diamond Head holders, all that sort of
stuff. Like we, we thought really high
and someone was like, well, we should get like a focus.
And I was like, well, why don't we be the one crypto gaming coin
that actually works? You know, like we're a game
meme. We all these other crypto gaming
coins are VCs dumping on you forever.
Why not just become the crypto gaming coin that has good
tokenomics, has a community behind it.
It's from my original gaming meme and then try and get
integrated in a bunch of different games.
So that's that's going to be the, the, the the theme.
So I would say this is stage 2 of epic.
Like what I have to say is Murad's list.
But you did make you think, right?
These work best when they have a bit more of a purpose about them
too. And Epic for me was always just
like a joke, you know, It was a joke that I did many months ago.
And I've always just been doing it for the fun.
But if you want to have a purpose, why not just try and
become the number one gaming meme, maybe even the number one
gaming coin, and we'll see where that goes.
Yeah, no, that that makes sense. I like it.
I like where you're going with it.
It's good. It's good gaming NFTS.
So you know that way. I mean, all of gaming is kind of
all the gaming coins are kind of memes already.
So you kind of like it's almost. Like and they have terrible
tokenomics and everyone loses. Money on them?
Why not? Why don't we do something a bit
different? It's kind of, it's kind of what
was I going to say? You could almost say that it's a
performance art, you know, on on the state of gaming in web
three, you know. To a certain extent, that was
that was the that was the thought behind it.
There you go. There you go.
Looks bribed. I'm looking at it right now.
Dude, I, I listen, I was telling the boys this morning and
obviously like, listen for the people that are saying this is,
you know, the coin, Mandel found it.
So obviously all a decision, but he knows when we talk about so
to disclaim more, but there's I know there's a lot of new
listeners, but this is I was telling the boys this morning.
I said, if you're like some random market maker that just
wants to tag along a coin and just like have a crazy return,
you have like a cult of degenerates that have been
holding this thing non-stop, making memes, building brand
around it. You have Mandel's, you know,
name that's tagged along to it. It's it's prime.
So if there's a market maker out there that's looking for to be
the next Maraud, it's up for grabs.
You know, this way I just. Felt like I can see this is
where meme coins might even go. You've kind of already seen that
with what Murad's list is, right?
Like they all have their own. They're trying to segregate into
one thing. Like Gig is trying to be a
fitness brand, Mog's trying to be a culture coin.
If you're just a funny dog or even just a funny duck, like I
just said, this is a joke. But I do think that the dilution
hurts you more. Whereas I think if you call that
a niche for yourself niche then and you, you kind of lean into
it, which I think we already have the first stages of that
right, then I think we can, we can build it out.
OK, listen, I like it. I, I love what this cycles like.
Right now it's starting to feel more and more like 2021 again.
And I was loving it. I love it.
Like, I woke up this morning.
I was like, I wake up feeling like when I woke up like, oh,
what does that mean? That, that, that guy tweet, I
woke up feeling broke in 2021. You know what I mean?
Actually, I should find that again and retweet that.
That was like, please, please find that Basically Gucci prayer
is like a shit poster. I, I actually like his feed.
And then when Pepe went to one point, yeah, bro, when Pepe went
to $1.7 billion that for a time he, he tweeted that Tyler and
thought it was great. Tyler, I want to talk to you
about something here regarding tomorrow's HBO thing because
it's, it's tied to, it's tied to a lot of the, a lot of the
chatter, you know, Bitcoin, etcetera.
Right now, the lead, the lens Sassman was just plunging.
So do you have more news and inside info on that?
I don't, but I think this discredits a lot of folks.
So I I posted this weekend that I thought it was absurd that
people were paying so much money on a documentary that has
already been filmed. The answers are out there.
Lynn Sassman jumped out to 40% and people were taking that as a
sign he was. A 16 at some point.
Wow. So people were taking that as
the sign that the insiders must be betting on Lin because this
is a known outcome. So it's got to be Lin.
That's faulty logic and it's showing right now.
I like to know on all of these. I don't think it's going to be
any of these named. People, brother, I'm telling you
that other see, look, it's up. Like I was saying on the show
Friday, it was in the 20s. Yeah, others.
Probably the best bet here if you have to bet, yes.
I mean, there's probably the only problem with others is that
if they don't name anyone conclusively the results to know
so. But I mean, that'd be kind of a
lame outcome for a documentary saying like they're going to
reveal the founder, not to reveal someone.
So Lance Sassman has been proven not to, because I think some
people prove that it was not him.
That's what happened. Then how could it still be at
21%? That's a good question I don't
have an answer to. Yeah, I, I don't know.
What? What time?
Is it? It's at 9:00 PM Eastern and.
Where do I watch it? Can I just.
Oh my God. Wait.
Oh, shit, that's nice. 2280, dude, 278 nice.
Oh, let's go. This is going to be on HBOI
don't think you're going to. I mean, maybe, maybe some people
will scream at this because there's so many people betting
on it now. You'll need HBO.
Yeah, but if you're streaming, you're probably going to get
like cut like anyways, I I need to find a way to to stream it.
Maybe maybe I tag along to your TV or something.
OK, I gotta I gotta find a way to watch in Canada.
It's like AUSA exclusive some shit.
But anyway, Speaking of USA exclusive, thank you for the tip
there on the Mirads list because we just hit 20 mil and then
yeah, the boys have been tailing Tyler's trades and Tyler's doing
good. So so he absolutely loves to see
it. I like, I like Tyler back in the
trench. You and I have finally jumped
back into the trenches. We we had both kind of taken
some time off in the summer. I got chopped like pretty
heavily in the summer. Not bad.
But like, I gave some profits back from Q 4/20/23, which
didn't feel very good, you know, but, but, but we're going to
make it all back in the few trades.
So it's, it's good. Feels good.
Tyler, what else? What else you got cooking for us
today? I mean, you got, you got a lot
of, there's a lot going on. I mean, that's most of it.
I mean, we, we touched on memes quite a bit.
Flog was the only one we didn't touch on.
Flog is doing quite well as well.
I. Bought some yesterday.
Or more PF PS I think that's the sign that I think is important
if you are backing FLOG is that more folks are are like adopting
the art. So it's going to be more on the
timeline. So I thought that was notable.
I know. I think what's probably the most
eigen layer's pumping again. So I guess people are shaking
off this FUD. There was music just came out.
I really just saw do Crypt article go out two seconds ago
here. Eigen layer says unauthorized
selling was an isolated incident, but critics still have
concerns. So it just came out.
So if folks aren't familiar, so effectively like what happened
is they were, they were sending out tokens to investors and it
appears the way they were distributing the tokens there
was no, they weren't. It wasn't done via vesting
contracts. They they're just sending them
out. This was like with hopes that
they wouldn't sell during the lock up period.
Like there was no smart contracts enforcing that, which
we have the tech to do, right. I think that's why they faced so
much criticism here. And it looks like one of these
investors was effectively like fished someone like sent the
Eigen team an e-mail like from them said hey, I want to check.
They. Didn't do any kind of due
diligence on it and they sent them like a million, six, $6
million worth of tokens. Then the the receiver just
started swap. They swapped a right Metamask,
which is like it looks like that's not like the ideal place
to swap because they didn't care.
So so they just they swapped it so that that caught the market's
attention. OX quit was was tweeting about
it dude. They didn't even check.
They did not even check. They didn't even check to see if
the person was real to send the money.
That's crazy. It just makes me question their
competence across the board, like if you just, if you don't
take this stuff seriously, I think it's worse if they're just
not using the, the tech investing contracts and whatnot
to enforce no selling on these. So then it just it raises the
question, so are other investors selling?
Like if, if there's no controls in place, like I mean, really
just going to buy, just be honest and say no, we're not
going to sell. Like I, I don't know, it's hard
to believe that. So it's not a great luck, but
apparently in the market's shaking it off because it is, it
is rebounding pretty strong at this point.
Yeah, yeah, yeah, yeah. I mean, typical, I mean.
And then you wonder why people like you know. 10 percent, 10%
today. No, but you wonder why people
keep talking back to memes, right?
It's like, it's like, I know I don't have none of that bullshit
going on in the memes, right? Or at least most of them.
So it's it definitely feels much.
Is it up 10% today? Yeah.
I just saw it. One day, yeah. 9%, yeah, nine.
Yeah, that's nice, Nice, nice, nice.
Good pump on again. So I guess it's good.
The news was that that MOG had flipped it, but that MOG is
flying, so it's pretty. I think MOG is pretty much
deeper now in the top 100 than it was yesterday.
Hold on, because it cracked the top 100 yesterday.
What are we at now? Sometimes, yeah, sometimes they.
Don't 97 Nice. So there's seven memes in the
top 60 right now. And I mean, we're just like a
10% move away from 7:00 in the top 50.
Like my definition of in point super cycle was five in the top
11:50. I think if there's five in the
top 20, that's pretty damn close.
Like that doesn't feel that unrealistic anymore.
Like it feels like it could very well happen.
We're no, I, I think we're looking very, very, very good.
Anyways, all right, on the last segment of the show today, ARB
update, ARB update. I mean, they've again, they've
got a bunch of updates here on the arbitrage site.
Yeah, we had our our gaming dev so on the game just talk here
with Mando. He's gone now, but one of their
big headlines from the week is in gaming.
So arbitrage they keep landing amazing partnerships.
So Ubisoft, Ubisoft is one of the biggest players in gaming in
the whole world. I did a little bit of research
with $2.4 billion in revenue last year, 20,000 employees at
this company. They're behind major games like
Assassin's Creed, Far Cry and more.
They're building a web three-game, even online is the
handle. The game is called Captain Laser
Hawk Universe. It's going to be on Arbitrum.
It is an upcoming battle arena shooter and they also have an
exclusive partnership with Magic Eden.
So I guess there's going to be some NFTS tied to this here as
well. I mean, this is about as big big
of a name as you as you can get, I think in gaming.
Yeah, Ubisoft is fire. They're based in Montreal.
Oh, nice. I didn't know that.
Yeah. They're here, they're up the up
the street for me. They're they have a big, big,
big office here. So so that's a big one.
What else? I thought they have something
with stylist. In gaming, so they've got some
meme coin news as well. So it looks like a meme coin
factory, Gu factory that the the handles Gu under score trade.
So they they're calling themselves the one an orbit
token factory built on top of Camelot decks.
So so I guess the idea here is there is they found the gap on
Arbitron that there's not really much of A meme coin trading
ecosystem saying there's no real home for it.
So they are looking to be the home for meme coin trading on
Arbitron. They have a thread kind of
announcing more about, you know, what they are and their
benefits. They are redistributing earnings
back to users. So that will be one of the
incentives for folks to to to use this.
I will agree. I think like for the size that
Arbitrum is like there really has not been much of AA mean
point sector. It's like all smart money,
right? Because they have $2.4 billion
locked in there. But you don't really know what
it does, right? It's been lots of D. 5.
D5 serving as a bridge in a way. So we'll see if they're able to
pull us off. I mean base like after Jesse
Pollack listing D Gen. like their their their mean point
ecosystem is going up. So we'll see if harbour Trump
can pull it off as well. And then some just like general
housekeeping and big stats from the week they they crossed 1
billion transactions. So huge milestone there this
infinite rainbows project by in Buena Buena Vita 1,000,000
minutes that's. Insane.
The top of the list for you know, biggest supply.
This is an active participant base to to reach that level.
I think that mint just ended yesterday.
Physical redemption start. I like the stylist season hat.
Wait, she's going to have to do a million physical?
Oh no, you have to clean them. Yeah, yeah, I hope.
I mean, there's going to be a lot of hats.
It'll be quite the marketing campaign if we see a million
stylist season hats out on the streets.
Let's see if we're going to pull that up.
And then just in like the grants world, so Siphon was announced
as their security auditor for the Dow and the Dow Security
Subsidy fund is, has applications open.
They've got two and a half, $1,000,000 in grants to give
out. So for, for folks in that arena,
go, go check that out. But, and every week we we've got
big, big headlines to talk about in the Arbitrum space.
Yeah, they definitely have a lot going on.
So. So you absolutely have to see
that. Yeah, they're they're killing
it. They're killing it.
Arbitrum is always, you know, always has good news every
Monday. I mean, we, we obviously we, we
work with them to, to bring the news to our show.
And you know, they, they seem to always have some, some good
stuff. I'm curious about their goo
factory or Gu that go up factory.
That's what it called to see how meme coins pick up on there.
There could be a couple. They could be that couple.
So, so we'll see. Anyways, that's a good roundup.
Listen, hopefully by the time we see you, we see each other
tomorrow, Tyler, we'll have broken past, you know, every
price, every price. Good price is big price.
It's gonna be a huge day. And with that word, that word
that was out tomorrow morning, 10:00 AM Eastern Standard Time
for the episode of From While we're on rock Radio.
Let's go.