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Yo-yo, yo-yo, yo, What up? 
What up? 

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Good morning. 
Good morning, The MBS Friday. 

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What day is it? 
January 26th, 20244444. 

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Look at that. 
Another beautiful day to have a 

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beautiful day. 
I do not. 

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I mean I do have my microphone, 
but I forgot the adapter. 

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USB to MacBook. 
So that's not going to work 

8
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today. 
I'm in my room. 

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I am wearing a jacket because 
the AC is cranking though I put 

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the heat on. 
I woke up this morning, lads. 

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It was 17° in my room, like 
freezing and and and I put the 

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heat on so I had to make like 
hot water to drink. 

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I'm on like survival mode here 
in Toronto. 

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But you know, we're making it 
happen. 

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I got my Tim horton's, I got, 
you know, my Tim bits. 

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I had ten of them. 
I had a breakfast sandwich. 

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So we're back. 
I got my car. 

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I was in the house. 
I said bad shit. 

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How you guys doing today? 
Yeah, good. 

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I just had some some commotion 
with about buying a new pair of 

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jeans, but apart from that doing
well. 

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Oh, really? 
Wait. 

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Hold. 
On what? 

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Well, you know, like, you know, 
like how I have like a ongoing 

25
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thing about like getting, you 
know, trousers that fit and 

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stuff. 
Well, do you not know this for 

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her? 
For. 

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What? 
OSF has to have every single 

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pair of jeans he he like buys 
like specially made he. 

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Like he. 
No, there's something about the 

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size of his ass, I think. 
It's my thigh. 

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Yeah, it's my. 
It's my thighs on my on my ass. 

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Wait, they don't make like? 
What? 

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Anyway, I I've I found it a 
difficult difficulty ever since,

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ever since I was probably like 
21, when I really, like, 

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developed my body. 
So hold on, your ass is too big 

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to fit in jeans? 
It's like my ass and my thighs, 

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yeah. 
Like how does someone like 

39
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Overweight Fit in Jeans and you 
don't? 

40
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Because they're usually taller. 
And I I guess I get to like, 

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plus size places, but I'm not 
like, I'm not like, plus size. 

42
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Yeah, just thick, basically. 
But like, two years ago I met 

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this guy in Selfridges that's 
like, so this big, like, gay 

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Italian guy. 
And he just, like, got me 

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straight away. 
He was like, I know what you 

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want. 
Like, I know. 

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And I get it. 
I get it. 

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I get it. 
And then like, like, get all 

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these things out and stuff. 
Like, it would be perfect. 

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And then it's like once a year I
go there to, like, buy a pair of

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jeans. 
And then we went last Sunday. 

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But he wasn't there. 
And I was like, maybe he's left.

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So. 
So I had it ultered, went to go 

54
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and collect it today. 
And it was like all wrong. 

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And like, there's like flared 
out stuff. 

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And the guy was there and he's 
like, I remember you. 

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I was like, yeah, his name was 
George. 

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And he's like, oh, is it wrong? 
Is it wrong? 

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We have to like try and, like 
return the wrong size to get 

60
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like, the right size without 
paying and everything. 

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That was a, like, complete 
disaster. 

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And he was like, tell him, tell 
him, tell him, tell you this, 

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Tell him tell you this and like,
telling me like weird things to 

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say. 
So he'll, so we'd like, get the 

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free money and stuff. 
Yeah, free. 

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Pretty wild. 
Did he give you that awful 

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orange satin shirt as well as a 
freebie or? 

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No, he liked my shirt, though. 
He didn't say that on my shirt. 

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He's very fashionable, so. 
I like I I have to say Orange 

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looks really good on OB, you 
know, that's what George said. 

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George. 
Said that. 

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As well, yeah. 
That's the Italian guy, right? 

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Yeah, No. 
Yeah, yeah, yeah, I've. 

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Never met an Italian person 
called George. 

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But you know, we have Jorge, but
that's Spanish, The Italian is 

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George, Giorgio, Giorgio, 
Giovanni, Giovanni, Giovanni. 

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You know, I have to say you go 
yesterday, you know, I get a 

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screenshot from my team in the 
Margarito team chat and they're 

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showing me OV drinking on the 
show. 

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And then I I I TuneIn and I see 
Mando also drinking on the show.

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You know, I have to say I'm kind
of, I'm kind of upset. 

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You know, the one day I'm not 
here, I've never missed shows. 

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The one day I'm not here, you 
know, the boys are drinking on 

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the show. 
It's, you know, it's upsetting. 

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So I went last night. 
We were drinking because because

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you weren't on the show, dude. 
That's that's. 

87
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The That's the reason I was so. 
Energized. 

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I was so upset that I went and 
drank last night a lot, which is

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why your boy here is like, you 
know, half of himself this 

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morning after say I'm getting 
old like you know, I'm pushing 

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30 this year. 
It's it's getting harder to 

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drink, you know, with all this 
work that we all have. 

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It's tough boys. 
I mean when you guys hit 30 

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would is that when like you 
everything started going 

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downhill like is? 
It 30 not 32 for me 3233. 

96
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I don't really drink that much. 
So like I've never really been, 

97
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not for, not for a few years. 
So like, yeah, I've, I don't 

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really get hammered anymore. 
So I don't really know. 

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But I definitely feel like a 
beat. 

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I I my recovery is not good. 
Like like day three of any of 

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these NFT conferences. 
I'm like, you know, I don't want

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to see or speak to anyone. 
I've been pretty good with the 

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conference stuff, but I have to 
say I so I'm in Toronto right 

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now. 
I came to speak here. 

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It was phenomenal. 
Like honestly I have to say one 

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of the best panels I've ever 
been on and I've done a lot of 

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them and it was like 200 people 
in the crowd. 

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Like it was a lot of people like
they packed that room and it was

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crazy like I got to give a shout
out to night shift. 

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Sorry Other Life who actually 
built the first Rock video 

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branding and that I'm pretty 
sure they work with you guys 

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right on Wrecked right. 
They did your website do these. 

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You guys probably still work 
with them and to moon pay, of 

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course. 
My boy Keith Shad. 

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Keith Grossman, who called me 
this morning to admit that 

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Montreal bagels are better than 
New York bagels and and then he 

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hung up on me. 
But you know, I I came last 

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night. 
I came yesterday to Toronto, 

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took me 3 planes to get here 45 
minutes of flight and and I I 

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made it and I spoke about web 
three and the power of brand 

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partnerships to whatever the 
title was. 

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I forgot. 
It was great. 

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There was fire and there was a 
lot of cool people. 

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So Toronto, I love you guys 
though. 

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This hotel room is like trying 
to fucking kill me. 

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I'm dying. 
I'm so cold in here. 

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But it'll work out. 
Anyways, today on the show, 

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Today, Today. 
What do we got? 

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Let's see what Sims prepared for
us this morning. 

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Market report. 
Market report. 

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You know, I mean, I woke up a 
check price. 

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Good price, you know? 
Amazing. 

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I love to see that. 
So we'll talk about that. 

134
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It looks like, you know, Sausage
songs. 

135
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Meath. 
Nothing new here. 

136
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We knew that and it was posted 
like that's wallet that moved 

137
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all the ETH. 
So you know, I'm ready at this 

138
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stage. 
I'm ready. 

139
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I can get dumped on every day 
for like 100 days in a row. 

140
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I'm ready for it. 
No problem. 

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I can take anything. 
I'm sure you guys can do as 

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well. 
Air drops. 

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I mean some pretty big stuff. 
I'm going to. 

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I'm going to you know, kick that
when we get there. 

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To our Solana correspondent. 
Correspondent, you know OV you 

146
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know there's the wind AirDrop 
there's the Jupiter coming up. 

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00:07:38,760 --> 00:07:40,920
I mean, OV's full blown manlit 
mode. 

148
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You'd love to see that. 
So we're going to get a we're 

149
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going to hear it from him What 
goes on there. 

150
00:07:44,960 --> 00:07:47,520
But I I'm super bullish about 
what's going on there. 

151
00:07:47,720 --> 00:07:49,080
So exciting. 
I can't wait. 

152
00:07:50,480 --> 00:07:53,320
Elon. 
Oh so Zai's Elon. 

153
00:07:53,360 --> 00:07:57,240
I thought zai was Sobi. 
So Elon raises 6 billion 

154
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dollars, $6 billion? 
Holy shit for zai. 

155
00:08:02,560 --> 00:08:05,000
That's crazy. 
Wow. 

156
00:08:05,000 --> 00:08:08,040
At a $20 billion valuation. 
He hasn't. 

157
00:08:08,080 --> 00:08:10,080
He hasn't raised it yet, but. 
Oh, he will. 

158
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He will. 
OK, I guess we're going to have 

159
00:08:13,080 --> 00:08:15,840
to print some money to be part 
of that Pokémon. 

160
00:08:16,440 --> 00:08:18,480
Pokémon is investigating Power 
World. 

161
00:08:18,480 --> 00:08:20,800
Oh my God, these must be down so
bad right now. 

162
00:08:21,080 --> 00:08:22,520
So we're going to have to talk 
about that. 

163
00:08:23,000 --> 00:08:27,440
I have not heard from these and 
Thread, Guy and Sobi since Power

164
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World came out and you guys know
that we have not heard from the 

165
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boys. 
Nothing these has disappeared 

166
00:08:34,679 --> 00:08:37,080
from the surface of the planet 
since Power World came out. 

167
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So shout out to these for that 
and an NFT roundup. 

168
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And last but not least Robin, 
we're giving away 1000. 

169
00:08:45,920 --> 00:08:48,560
We're giving away $1000 a day 
yesterday. 

170
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You know what? 
You know what lads? 

171
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I met the winner of the 1st 
$1000 last night he came to the 

172
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event and he was so happy. 
Shout out to opportunists who 

173
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won the 1st $1000 on Wednesday 
and he came last night to the 

174
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Toronto event so wouldn't give 
him a big shout out. 

175
00:09:02,760 --> 00:09:04,880
It was really cool, you know, he
was he was not having the 

176
00:09:04,880 --> 00:09:08,760
greatest day and then he won 
$1000 and it was like really 

177
00:09:08,760 --> 00:09:10,120
cool. 
It was poetic honestly. 

178
00:09:10,120 --> 00:09:11,840
And he told me his story. 
It was awesome. 

179
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So shout out to upper Twitter's 
Love you man. 

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00:09:14,520 --> 00:09:16,560
And then yesterday I saw some 
rec guy won. 

181
00:09:16,560 --> 00:09:20,480
Love to see that though. 
You should DM Bernie for that 

182
00:09:20,480 --> 00:09:21,480
$1000. 
Not me. 

183
00:09:21,680 --> 00:09:25,040
But we got you. 
And then today, if you're on the

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00:09:25,040 --> 00:09:28,720
Twitter Spaces live, but at the 
end, we're going to do a pick 

185
00:09:28,760 --> 00:09:30,600
up, you know, Twitter picker and
we're going to pick you up one 

186
00:09:30,600 --> 00:09:32,720
of y'all and you're going to win
$1000 for listening to life. 

187
00:09:32,720 --> 00:09:36,840
So hey, you know what? 
Win, win, win all across the 

188
00:09:36,840 --> 00:09:38,360
board here. 
But anyways, I don't have my 

189
00:09:38,360 --> 00:09:40,640
soundboard, I don't have my Rd. 
caster, I don't have my 

190
00:09:40,640 --> 00:09:44,680
microphone, I have nothing. 
Mendo, talk to us about the 

191
00:09:44,680 --> 00:09:47,640
market with your Mario novel 
headset. 

192
00:09:48,640 --> 00:09:50,320
Yeah, I love the. 
I love that intro. 

193
00:09:50,320 --> 00:09:52,520
It was like you actually reading
the news for the first time, 

194
00:09:52,640 --> 00:09:55,560
which is which is good. 
I'm usually so ready for the 

195
00:09:55,560 --> 00:09:57,120
show. 
Like, I'm really professional 

196
00:09:57,120 --> 00:09:59,400
with my shit today. 
I'm just like, I'm, I have my 

197
00:09:59,480 --> 00:10:00,840
jacket in bed. 
I mean, I don't know what's 

198
00:10:00,920 --> 00:10:02,000
going on. 
Yeah. 

199
00:10:02,000 --> 00:10:04,320
No. 
Well, you missed the market kind

200
00:10:04,320 --> 00:10:06,560
of pumping back a little bit. 
That's what I would say. 

201
00:10:06,840 --> 00:10:10,200
Bitcoin's above 41 K that's good
to see. 

202
00:10:10,520 --> 00:10:17,920
ETH is 2250, Salon is at 92, 
Let's go and a bunch of 

203
00:10:17,920 --> 00:10:19,880
different old coins are running 
again. 

204
00:10:20,000 --> 00:10:24,000
Things like TM moves up higher, 
A couple of others, but yeah, 

205
00:10:24,000 --> 00:10:27,360
it's it's optimism's higher. 
A couple of the BRC 20s have 

206
00:10:27,360 --> 00:10:31,880
moved quite aggressively higher.
Just a good day all around. 

207
00:10:32,640 --> 00:10:37,600
I think the majority of that was
just, it looks like the IT looks

208
00:10:37,600 --> 00:10:39,840
like the GBTC outflows have 
slowed. 

209
00:10:40,080 --> 00:10:42,800
I think they were matched 
basically by inflows yesterday. 

210
00:10:44,560 --> 00:10:46,960
So it looks like we could be at 
the at the tail end of that. 

211
00:10:46,960 --> 00:10:49,640
I think JP Morgan put out a 
piece yesterday saying they 

212
00:10:49,640 --> 00:10:52,680
think it's going to be that's 
kind of the majority of it done.

213
00:10:53,040 --> 00:10:57,440
I know Bloomberg had a different
different opinion but it is it's

214
00:10:57,440 --> 00:11:00,520
interesting to see that people 
think it's it's largely it's 

215
00:11:00,520 --> 00:11:02,360
largely done. 
There was some other bad 

216
00:11:02,360 --> 00:11:05,000
headlines though, which was that
the government's going to sell 

217
00:11:05,000 --> 00:11:06,760
like 100 million Bitcoin it 
seems. 

218
00:11:06,760 --> 00:11:09,440
Yeah, 100 million. 
I saw that I was like I just 

219
00:11:09,920 --> 00:11:12,400
came about 100 mil like we just.
It just seems small, yeah. 

220
00:11:13,200 --> 00:11:15,360
And then you had 40. 
Billion to dump on us. 

221
00:11:17,000 --> 00:11:19,760
And then Celsius have got this 
aside to sell this billion 

222
00:11:19,760 --> 00:11:23,000
dollar each, which again they 
were moving it before now 

223
00:11:23,000 --> 00:11:24,200
they're actually actively 
selling it. 

224
00:11:24,200 --> 00:11:26,800
So I don't know yeah we've 
definitely rallied on on both of

225
00:11:26,800 --> 00:11:30,080
those sort of headlines. 
So we're up higher. 

226
00:11:30,200 --> 00:11:34,120
It does feel like out of the 
three majors Solano's is Solana 

227
00:11:34,120 --> 00:11:36,360
is Solana. 
Bitcoin has like reversed 

228
00:11:36,360 --> 00:11:39,360
slightly. 
I think the, the, the, the 

229
00:11:39,360 --> 00:11:43,080
majority of the focus for people
who are here every single day is

230
00:11:43,080 --> 00:11:47,000
on air drops. 
Right now you had a free air 

231
00:11:47,000 --> 00:11:51,680
drop for Jupiter, which is this 
when token which was led by an 

232
00:11:51,680 --> 00:11:56,400
NFT project in the space. 
Then you have then you have the 

233
00:11:56,400 --> 00:12:00,240
Jupiter AirDrop which is coming 
on the 31st which I was looking 

234
00:12:00,240 --> 00:12:03,680
at today like already has like a
$4 billion valuation in free 

235
00:12:03,680 --> 00:12:06,320
market which is huge like that 
is absolutely monster. 

236
00:12:07,920 --> 00:12:12,680
And then you have and then 
you've had the airdrops 

237
00:12:12,680 --> 00:12:14,600
yesterday which are all still 
performing well. 

238
00:12:14,600 --> 00:12:19,280
So you had alt layer, the Bear 
AirDrop and I think people are 

239
00:12:19,280 --> 00:12:20,840
just like that's what people are
focusing on. 

240
00:12:20,840 --> 00:12:22,680
There's there's some big ones 
coming, right. 

241
00:12:22,680 --> 00:12:25,200
I think that was the name. 
The biggest ones coming. 

242
00:12:26,160 --> 00:12:33,200
You have blast, You have Portal.
I guess it's coming relatively 

243
00:12:33,200 --> 00:12:34,720
soon. 
I think that will be relatively 

244
00:12:34,720 --> 00:12:39,160
big. 
I think you have things like, 

245
00:12:39,160 --> 00:12:40,840
oh, I mean, there's been ones 
that have been going on for 

246
00:12:40,840 --> 00:12:43,320
ages, like Layer zero. 
You have this dimension one, 

247
00:12:43,320 --> 00:12:44,960
which a lot of people have been 
talking about. 

248
00:12:44,960 --> 00:12:47,760
Obviously pudgy Penguins have 
been tied to that, which is also

249
00:12:47,760 --> 00:12:51,640
linked to Layer zero. 
You have monads, you have like 

250
00:12:51,640 --> 00:12:54,440
there's just like so many like 
big, big ones coming. 

251
00:12:56,000 --> 00:12:57,920
And I think that's what people 
are now focused on this. 

252
00:12:58,400 --> 00:13:00,920
I put it out yesterday, but this
does not feel like a bear market

253
00:13:00,920 --> 00:13:02,560
for me. 
This feels like we could push on

254
00:13:02,800 --> 00:13:06,680
pretty aggressively with this 
sort of people making free money

255
00:13:07,000 --> 00:13:12,040
every single day. 
That's amazing. 

256
00:13:13,000 --> 00:13:14,360
I love that. 
I love to hear that. 

257
00:13:15,640 --> 00:13:19,280
So I I my mom brought me a 
sandwich back from France. 

258
00:13:19,520 --> 00:13:23,040
Can I still eat that? 
Maybe maybe. 

259
00:13:25,440 --> 00:13:26,840
And she brought me my favorite 
standage home. 

260
00:13:26,840 --> 00:13:28,000
So I was just looking at a 
photo. 

261
00:13:29,800 --> 00:13:32,280
But anyways, there's a lot of, 
there's a lot going, Like The 

262
00:13:32,360 --> 00:13:34,680
thing is, there's a lot of cool 
stuff coming up in the space. 

263
00:13:34,720 --> 00:13:37,360
You know, like when you, when 
you talk about all this stuff 

264
00:13:37,360 --> 00:13:40,920
going on, like what's what's up 
with this Jupiter AirDrop OV, 

265
00:13:40,960 --> 00:13:43,520
you're the, you're the one, 
like, you know, tailing that 

266
00:13:43,800 --> 00:13:45,360
day-to-day. 
You're on it. 

267
00:13:45,600 --> 00:13:49,720
What's up with when? 
What's going on on that front? 

268
00:13:52,000 --> 00:13:55,480
Oh, you're muted. 
We cannot hear you at. 

269
00:13:56,240 --> 00:13:59,960
All so Jupiter are launching A 
launchpad for coins, kind of 

270
00:13:59,960 --> 00:14:02,680
like how you see Binance 
Launchpad and other launchpads 

271
00:14:02,680 --> 00:14:07,440
from centralized exchanges. 
So sort of done this weird thing

272
00:14:07,440 --> 00:14:09,920
where they had like mock jupe 
which is like which is a test 

273
00:14:09,920 --> 00:14:10,880
token. 
Last week. 

274
00:14:11,360 --> 00:14:13,560
Now they're testing the 
launchpad with a meme token 

275
00:14:13,560 --> 00:14:18,560
which is called when, which I 
think represents some sort of 

276
00:14:18,560 --> 00:14:22,440
like fractionalized ownership of
an NF, of a new an NFT on a on a

277
00:14:22,440 --> 00:14:26,400
new NFT standard. 
That was a poem about when boys 

278
00:14:26,480 --> 00:14:32,200
made by Meow that looks like 
it's trading at like a 56 

279
00:14:32,200 --> 00:14:34,960
billion market cap, I think. 
Do you know my maths correctly? 

280
00:14:36,000 --> 00:14:37,880
But yeah, that's a free air drop
for that and basically anyone 

281
00:14:37,880 --> 00:14:45,600
who'd ever used Jupiter before. 
And I think the value, the value

282
00:14:45,600 --> 00:14:49,000
per wallet is for something very
low, like $60.00 per wallet or 

283
00:14:49,000 --> 00:14:54,720
something. 
But you know, if the total, I 

284
00:14:54,720 --> 00:14:57,920
think there's about a million 
wallets in total that I received

285
00:14:57,920 --> 00:14:59,840
in this edge was quite large. 
Yeah. 

286
00:15:01,600 --> 00:15:03,560
So that's OK. 
And I think that to be honest 

287
00:15:03,560 --> 00:15:07,480
with you, I just think like 
whatever on this thing, I think 

288
00:15:07,480 --> 00:15:09,520
the main thing is going to be 
the jupe AirDrop itself, which 

289
00:15:09,520 --> 00:15:13,920
will come in at the end of 
January, 31st of January. 

290
00:15:14,200 --> 00:15:16,520
It looks like it's already 
trading Well, there are like 

291
00:15:16,520 --> 00:15:20,560
perhaps that I trade that quota 
like a $4 billion FDV, but it's 

292
00:15:20,560 --> 00:15:24,320
probably not very liquid. 
So I wouldn't like, I wouldn't 

293
00:15:24,400 --> 00:15:27,480
take, I would take it with a 
pinch of salt, but yeah, that's 

294
00:15:27,480 --> 00:15:32,120
going to be a big, big like 
capital inflow for the Solana 

295
00:15:32,120 --> 00:15:36,240
ecosystem, I think. 
So yeah, that's where we are 

296
00:15:36,240 --> 00:15:37,960
there. 
But it just feels like, you know

297
00:15:38,360 --> 00:15:41,000
what ETH did during 2020 and 
2021 with all these different 

298
00:15:41,000 --> 00:15:43,160
air drops that are actually 
worth something and people are 

299
00:15:43,160 --> 00:15:46,160
making money off them. 
And I think that then, you know,

300
00:15:46,320 --> 00:15:49,680
encourages more people to use 
that ecosystem and and and be an

301
00:15:49,680 --> 00:15:52,520
active user there. 
So that's where we are with that

302
00:15:52,520 --> 00:15:57,480
at the moment. 
You're muted. 

303
00:15:57,760 --> 00:16:03,280
So how does one so for I know I 
just saw that, you know, Meow 

304
00:16:03,280 --> 00:16:07,120
went live yesterday night on 
Twitch for a couple hours to 

305
00:16:07,120 --> 00:16:09,440
explain to people like what 
happens with that AirDrop. 

306
00:16:09,440 --> 00:16:12,720
So how does one how does one 
check if they get the AirDrop? 

307
00:16:12,880 --> 00:16:15,600
Like, are you going to be able, 
like everyone's getting it or 

308
00:16:15,600 --> 00:16:17,680
just being active? 
If you've used Jupiter, if you 

309
00:16:17,680 --> 00:16:23,560
use Jupiter prior to like within
the last six months prior to the

310
00:16:23,560 --> 00:16:26,040
snapshot, then you will get it. 
Yeah, I think the website 

311
00:16:26,040 --> 00:16:27,680
saidwhenwhencoin.com or 
something. 

312
00:16:27,680 --> 00:16:31,880
So wow. 
Yeah, I'll just go to the 

313
00:16:31,880 --> 00:16:33,760
official Jupiter Twitter and 
check from there. 

314
00:16:34,800 --> 00:16:36,960
Guys, that is crazy. 
I mean. 

315
00:16:37,920 --> 00:16:38,960
Yeah, I think it would have 
been. 

316
00:16:38,960 --> 00:16:41,360
My opinion is it would have been
more valuable if it was an 

317
00:16:41,360 --> 00:16:43,680
AirDrop like Jeter, where it was
actually worth something. 

318
00:16:43,680 --> 00:16:46,920
I think the ones where they give
like a very small amount to 

319
00:16:46,920 --> 00:16:48,960
loads of people just doesn't 
really have much of an impact 

320
00:16:48,960 --> 00:16:52,360
because. 
I mean, bunk did, right? 

321
00:16:54,240 --> 00:16:56,920
How is the how is bunk was? 
Was it the whole thing 

322
00:16:56,920 --> 00:16:58,240
originally an AirDrop? 
I don't really know. 

323
00:16:58,720 --> 00:17:01,960
I think Bunk started off as an 
AirDrop, like all the Solana 

324
00:17:01,960 --> 00:17:04,880
wallets. 
Like one of those, Like, yeah, 

325
00:17:05,200 --> 00:17:06,720
like it was like something 
crazy. 

326
00:17:07,240 --> 00:17:08,400
Like they just air dropped 
everybody. 

327
00:17:08,400 --> 00:17:10,160
Bonk. 
Yeah, it was a. 

328
00:17:10,720 --> 00:17:13,800
It was a massive claim. 
Like I think that's why they 

329
00:17:13,800 --> 00:17:16,440
have so many holders. 
It's it's like insane how many 

330
00:17:16,440 --> 00:17:19,800
people got given it. 
Yeah, so maybe it can work. 

331
00:17:19,800 --> 00:17:23,319
You know, you have like the 
biggest decks on Solana and 

332
00:17:23,319 --> 00:17:26,040
Miao, who has like 500,000 
followers and seems to be very 

333
00:17:26,040 --> 00:17:29,920
well liked behind it. 
So yeah, maybe it can and it 

334
00:17:29,920 --> 00:17:33,080
will. 
Interesting. 

335
00:17:34,280 --> 00:17:35,880
This is like this. 
Actually. 

336
00:17:36,080 --> 00:17:40,000
This is crazy. 
Like how like we, I know we talk

337
00:17:40,000 --> 00:17:42,200
about this a lot right now on 
the show because obviously 

338
00:17:42,200 --> 00:17:46,600
Solana's taking all like the all
the attention at the moment. 

339
00:17:46,600 --> 00:17:50,400
But surely this probably means 
that that a whole ecosystem's 

340
00:17:50,400 --> 00:17:53,400
about to just explode this year.
Like that's just the way I see 

341
00:17:53,400 --> 00:17:56,800
it. 
Like NFTS meme coins on there. 

342
00:17:56,800 --> 00:18:01,720
I mean, all of them are running.
The one of ours is doing really 

343
00:18:01,720 --> 00:18:05,600
bad OV today. 
I know it's fun. 

344
00:18:08,040 --> 00:18:09,920
I think we got dumped on 
overnight. 

345
00:18:10,160 --> 00:18:15,760
It holds true to its name. 
Yes, it looks like Obi and I got

346
00:18:15,760 --> 00:18:20,040
dumped on overnight. 
Just saw that. 

347
00:18:21,320 --> 00:18:23,280
You boys are in control. 
That's that's the issue. 

348
00:18:23,840 --> 00:18:26,400
Yeah, yeah, yeah. 
You're not in control, that's 

349
00:18:26,400 --> 00:18:27,680
for sure. 
I know. 

350
00:18:28,000 --> 00:18:30,320
And what do you make of this 
Mando like, it's pretty crazy 

351
00:18:30,320 --> 00:18:32,280
like you got it. 
You got into the Solana trade 

352
00:18:32,280 --> 00:18:34,880
quite early last year. 
You know, you've been talking 

353
00:18:34,880 --> 00:18:37,400
about this for a minute. 
Obviously we we kind of tailed 

354
00:18:37,400 --> 00:18:39,800
and we're all in now and we're 
all pretty involved in the whole

355
00:18:39,800 --> 00:18:42,240
ecosystem at the stage. 
But what do you, what do you 

356
00:18:42,240 --> 00:18:43,800
make of all this? 
Like for me, it's like a 

357
00:18:43,800 --> 00:18:46,840
reminiscing like 2021 ETH all 
over again. 

358
00:18:48,400 --> 00:18:51,080
Yeah, I I I mean we've been 
thinking about this for a little

359
00:18:51,080 --> 00:18:53,080
bit now. 
So I don't want to like repeat 

360
00:18:53,080 --> 00:18:57,640
but it just it does for me. 
I was looking at it again today 

361
00:18:57,640 --> 00:19:03,480
and and I actually called Ovi 
about it earlier and something 

362
00:19:03,480 --> 00:19:07,640
that I I keep on thinking in in 
in crypto is that like sometimes

363
00:19:07,640 --> 00:19:12,160
the best trades are the obvious 
trades which are perhaps taking 

364
00:19:12,160 --> 00:19:14,920
a little bit of time to play out
because in that time that it 

365
00:19:14,920 --> 00:19:19,160
takes to play out often people 
they they like oh fuck like it 

366
00:19:19,160 --> 00:19:21,680
hasn't moved in a little bit. 
I need to DJ into something else

367
00:19:21,680 --> 00:19:23,240
and they chase a pump and they 
chase it. 

368
00:19:23,720 --> 00:19:28,880
To me Solana is like a long term
obvious trade of this cycle and 

369
00:19:29,080 --> 00:19:31,680
if I was to time getting back 
into it I would say this is a 

370
00:19:31,680 --> 00:19:34,120
good time. 
I think Bitcoin very similarly 

371
00:19:34,120 --> 00:19:38,000
in 2023 was the obvious trade 
but it was too boring and a lot 

372
00:19:38,000 --> 00:19:41,480
of people chased a lot of other 
like a lot of trades last year 

373
00:19:41,480 --> 00:19:43,680
and actually they would probably
done better just owning Bitcoin.

374
00:19:43,680 --> 00:19:46,040
Bitcoin did like a 2 1/2 X 
right. 

375
00:19:46,320 --> 00:19:49,640
I think a lot of people chased a
pump like a 1020 percent, 30% 

376
00:19:49,640 --> 00:19:51,200
pump. 
They got wrecked and they should

377
00:19:51,200 --> 00:19:53,680
have owned Bitcoin. 
For me, I feel like Solana is 

378
00:19:53,680 --> 00:19:57,040
that trade right now. 
I feel like this thing at $40 

379
00:19:57,040 --> 00:20:00,160
billion could easily double, and
I put out a tweet about that 

380
00:20:00,160 --> 00:20:01,760
just just before. 
You did? 

381
00:20:03,400 --> 00:20:06,680
And and for me, if it doubled, I
don't think that would be 

382
00:20:06,680 --> 00:20:10,520
surprising to literally anyone. 
Like it's everything is going on

383
00:20:10,520 --> 00:20:12,160
there, right? 
Now everything. 

384
00:20:13,040 --> 00:20:15,400
And I think it's it was boring 
for a little bit because it went

385
00:20:15,400 --> 00:20:18,480
down from what, 130 to 90, 
everyone started getting into 

386
00:20:18,480 --> 00:20:19,920
mean coins and all this other 
shit. 

387
00:20:21,120 --> 00:20:25,840
But like for example, if Jupiter
comes at $4 billion, the Lana at

388
00:20:25,840 --> 00:20:28,640
$40 billion just seems like the 
wrong price to me. 

389
00:20:28,640 --> 00:20:30,920
Like, I don't know how to 
describe it, but like UNISWAP is

390
00:20:30,920 --> 00:20:35,320
a $5 billion coin and Ethereum 
trades at 250 billion. 

391
00:20:35,680 --> 00:20:38,120
So like I look at that and I 
feel like if I'm sitting on a 

392
00:20:38,120 --> 00:20:42,400
chain here where the air drops 
are coming at like 10% of the 

393
00:20:42,400 --> 00:20:46,280
value of the chain that that 
seems really mispriced and. 

394
00:20:46,560 --> 00:20:49,520
Then when I put. 
Right. 

395
00:20:50,200 --> 00:20:54,160
So like and and then you have 
situations where like all the 

396
00:20:54,200 --> 00:20:55,800
other stuff is working well on 
it. 

397
00:20:55,800 --> 00:20:58,520
Like they've got the new 
narratives and fire dances, all 

398
00:20:58,520 --> 00:21:00,120
the deep in stuff you've been 
seeing with like. 

399
00:21:00,120 --> 00:21:03,360
Helium they got a dog with. 
Hat they've got the meme coins, 

400
00:21:03,360 --> 00:21:04,480
they've got stable coin 
transfers. 

401
00:21:04,480 --> 00:21:09,920
It's like this thing just feels 
like it could double and I I 

402
00:21:09,920 --> 00:21:13,080
think it will be obvious in in 
hindsight. 

403
00:21:13,400 --> 00:21:16,680
But it takes a lot of guts to 
like not not just be in all the 

404
00:21:16,680 --> 00:21:18,520
other D Gen. shit and just be 
like I'm just going to be in 

405
00:21:18,680 --> 00:21:21,240
like you can you can like go 
levered, you know if you really 

406
00:21:21,240 --> 00:21:24,840
want to go do more D Gen. 
But I I feel like it's it's 

407
00:21:24,840 --> 00:21:27,760
again the obvious trade and it 
will perform because it's the 

408
00:21:27,760 --> 00:21:31,200
obvious trade and in some ways 
it will be a bit of cope because

409
00:21:31,200 --> 00:21:33,360
I think a lot of people have 
gone into other bags here and 

410
00:21:33,560 --> 00:21:35,960
then it'll be like, fuck, that 
was the obvious trade again. 

411
00:21:36,520 --> 00:21:40,080
It's like I feel like, you know,
I I think you're totally spot on

412
00:21:40,080 --> 00:21:42,160
and obviously Full disclosure, 
like this is where all my bags 

413
00:21:42,160 --> 00:21:43,760
are, but I wrote about that a 
couple days ago. 

414
00:21:44,120 --> 00:21:49,360
But like, I think it's been the 
obvious trade for almost six 

415
00:21:49,360 --> 00:21:51,880
months now, right? 
Like, I think for me like the 

416
00:21:51,880 --> 00:21:54,840
big swap was like around 
November where like I was like 

417
00:21:54,840 --> 00:21:56,520
OK, fuck it. 
Like at this stage like ETH is 

418
00:21:56,520 --> 00:21:59,080
just too stagnant for me. 
Obviously we're building on 

419
00:21:59,080 --> 00:22:00,880
Ethereum. 
So like, it's not being bearish 

420
00:22:00,880 --> 00:22:02,360
on Ethereum. 
Like for me Ethereum is like the

421
00:22:02,360 --> 00:22:05,120
future of of the planet like 
it's everything I want to build 

422
00:22:05,240 --> 00:22:08,760
will ever always be on theorem 
and an arbitrary for this worth 

423
00:22:08,760 --> 00:22:10,520
because that's helping scale 
theorem better than anything 

424
00:22:10,520 --> 00:22:12,800
else. 
But when it comes to trade, like

425
00:22:12,800 --> 00:22:16,200
I think you're absolutely right 
and I think OB like you fully 

426
00:22:16,200 --> 00:22:20,440
like took the the, the kind of 
the jump into that as well more 

427
00:22:20,480 --> 00:22:23,400
more recently too. 
But like it's just like it it 

428
00:22:23,400 --> 00:22:26,480
seems like this is like this is 
the best narrative going on in 

429
00:22:26,480 --> 00:22:28,440
crypto right now. 
Like there's so much going on 

430
00:22:28,440 --> 00:22:30,160
for it. 
I think it's quite a strong 

431
00:22:30,160 --> 00:22:32,080
thing to say it's the best 
narrative in crypto, but I just 

432
00:22:32,080 --> 00:22:35,160
think there's a part of the 
crypto world which is like a 

433
00:22:35,160 --> 00:22:40,120
bunch of degens and the majority
of them tend to be in like the 

434
00:22:40,120 --> 00:22:44,680
same place. 
And we've had like NFTS on the 

435
00:22:44,760 --> 00:22:47,800
ETH, you had shit coins on the 
ETH, you had D file on ETH And 

436
00:22:47,800 --> 00:22:50,640
right now it just seems like 
that most of that degen activity

437
00:22:50,880 --> 00:22:55,760
maybe not in terms of like TBL 
or size or metrics, but just in 

438
00:22:55,760 --> 00:23:01,480
terms of like noise and 
community. 

439
00:23:01,480 --> 00:23:02,600
I guess there's another word for
it. 

440
00:23:02,960 --> 00:23:05,320
So I just as long as like you 
can't deny that it's like 

441
00:23:05,800 --> 00:23:09,880
rapidly increasing I think so 
like best Nas in crypto I think 

442
00:23:09,880 --> 00:23:14,600
is not really like the way I I 
put it but I think the most 

443
00:23:14,600 --> 00:23:17,040
active casino in crypto is 
definitely one way I would put 

444
00:23:17,040 --> 00:23:22,520
it. 
And I think you know if you 

445
00:23:22,520 --> 00:23:27,000
think about if you think about 
ETH during 2020, 2020-2021 like 

446
00:23:27,800 --> 00:23:32,360
Q1 like this time in 2021 ETH 
was trading at something like a 

447
00:23:33,040 --> 00:23:38,240
200 billion, $250 billion market
cap and it I think it peaked at 

448
00:23:38,240 --> 00:23:42,520
like almost 600 billion in 2021.
Right now Slalan's at like less 

449
00:23:42,600 --> 00:23:45,640
you know at 40. 
So again that you can't that you

450
00:23:45,640 --> 00:23:47,760
can't just make compare those 
numbers like for like. 

451
00:23:47,760 --> 00:23:51,040
And I'm sure the in terms of if 
you look at the actual metrics 

452
00:23:51,040 --> 00:23:54,000
of ETH in 21 compared to Slalan 
now the ETH was still like 

453
00:23:54,000 --> 00:23:57,440
materially, materially higher. 
But I just don't think the 

454
00:23:57,440 --> 00:23:59,840
activity and hype around Slalan 
is going to drop anytime soon. 

455
00:23:59,840 --> 00:24:02,440
And having air drops which are 
actually valuable. 

456
00:24:02,440 --> 00:24:04,720
So like the one air drop, I'm 
not going to count as one that's

457
00:24:04,720 --> 00:24:07,600
valuable because yeah, because 
it's too early and everyone got 

458
00:24:07,600 --> 00:24:10,600
like 30 bucks, but Geeto, little
60 bucks winner. 

459
00:24:10,600 --> 00:24:13,280
But Geeto definitely was 1. 
Jupiter is definitely going to 

460
00:24:13,280 --> 00:24:15,520
be one. 
And there are probably more that

461
00:24:15,520 --> 00:24:17,160
I've missed that I haven't 
mentioned and and I think there 

462
00:24:17,160 --> 00:24:19,480
will be more as well. 
And you know, when people just 

463
00:24:19,480 --> 00:24:22,480
start making, when you see your 
Twitter feed and people just 

464
00:24:22,480 --> 00:24:25,520
making loads of money and it all
seems to be on one chain, it's 

465
00:24:25,520 --> 00:24:27,040
naturally going to bring more 
people to that chain. 

466
00:24:27,040 --> 00:24:30,080
And I think Michael's right. 
Like if Jupiter is trading at 

467
00:24:30,080 --> 00:24:33,040
like a $4 billion market cap and
Solana trades at 40 billion, 

468
00:24:33,040 --> 00:24:35,400
that just doesn't really doesn't
really make sense. 

469
00:24:35,400 --> 00:24:38,440
Like UNISWAP trades at $6 
billion and look at where ETH 

470
00:24:38,440 --> 00:24:41,400
is. 
So again, it's not, you can't 

471
00:24:41,400 --> 00:24:43,800
just extrapolate these things 
and be like, oh, this means that

472
00:24:43,960 --> 00:24:45,960
Solana should be trading at at 
this, but you. 

473
00:24:45,960 --> 00:24:48,240
But they're all data points that
you can add to say that maybe it

474
00:24:48,240 --> 00:24:50,320
looks cheap here. 
So even still. 

475
00:24:51,720 --> 00:24:54,280
Yeah, it was there a reason for 
the market bounce across the 

476
00:24:54,280 --> 00:24:57,280
board today? 
It happened yesterday. 

477
00:24:58,200 --> 00:24:59,480
Well, sorry it happened this 
morning. 

478
00:24:59,480 --> 00:25:02,000
I think when the final ETF flows
started coming in. 

479
00:25:03,640 --> 00:25:06,800
Also like funding had gone, a 
lot of shorts have been added, 

480
00:25:06,800 --> 00:25:09,360
particularly in in in the top 3 
coins. 

481
00:25:09,360 --> 00:25:12,920
So this could be a short squeeze
like I've been saying for the 

482
00:25:12,920 --> 00:25:15,560
last last week, like my my 
traders really just I think that

483
00:25:15,560 --> 00:25:18,600
Lana looks mispriced. 
Here, you've heard him that that

484
00:25:18,600 --> 00:25:21,120
post was the bottom. 
Oh yeah. 

485
00:25:22,920 --> 00:25:26,120
Oh yeah. 
We won't do the victory laps 

486
00:25:26,120 --> 00:25:27,440
just yet. 
I'll, I'll, I'll take that 

487
00:25:27,440 --> 00:25:29,080
retweet for a for a couple of 
months. 

488
00:25:29,400 --> 00:25:31,960
Oh, that robot. 
That robot P&L is about to come 

489
00:25:31,960 --> 00:25:36,360
in hot, Mando Minutes on the 
leaderboard Again, it's. 

490
00:25:36,480 --> 00:25:40,360
Tasty. 
But yeah, I just, I I think, I 

491
00:25:40,360 --> 00:25:43,280
think it's going to outperform a
lot of things here that that's 

492
00:25:43,280 --> 00:25:45,320
just my view. 
I love that. 

493
00:25:45,320 --> 00:25:47,040
No, that makes sense. 
Listen, there's a lot of 

494
00:25:47,200 --> 00:25:49,440
excitement around it, that's for
sure. 

495
00:25:49,440 --> 00:25:51,560
And there's a lot going on. 
Like I I can't even keep up with

496
00:25:51,600 --> 00:25:54,880
all the meme coins for example, 
let alone the NFT collections. 

497
00:25:55,160 --> 00:25:59,200
Like anytime you for me like a 
good gouge of like where the 

498
00:25:59,200 --> 00:26:04,440
market is with regards to like 
an ecosystem is always the the 

499
00:26:04,440 --> 00:26:08,800
engagement it gets on the media 
standpoint and on both the crypt

500
00:26:08,800 --> 00:26:11,560
side. 
When they write about like that 

501
00:26:11,560 --> 00:26:16,720
Solana ecosystem and on rock 
radio or myself, anything I put 

502
00:26:16,720 --> 00:26:19,640
out even knew your tweet this 
morning, it's like it's absurd 

503
00:26:19,640 --> 00:26:22,040
the amount of engagement that is
around Solana right now. 

504
00:26:22,080 --> 00:26:24,280
And that's just like where I 
think most of the narrative is 

505
00:26:24,280 --> 00:26:29,240
at the moment and I think it's 
hard to hard to ignore that OV. 

506
00:26:29,240 --> 00:26:32,840
A lot of people seem to be, you 
know, complimenting your hair 

507
00:26:32,840 --> 00:26:36,120
today. 
That's to say it is, it is 

508
00:26:36,120 --> 00:26:39,880
flowing, it is flowing today. 
You absolutely love to see that.

509
00:26:42,720 --> 00:26:45,280
It's so funny. 
So he's like, oh, Horace SAR is 

510
00:26:45,280 --> 00:26:48,400
impeccable on the stream. 
You'd love to see that. 

511
00:26:50,000 --> 00:26:53,440
But yeah. 
Anyways, in other news, in other

512
00:26:53,440 --> 00:26:56,280
news, so that's that's on the 
crypto, you know, price action 

513
00:26:56,280 --> 00:26:57,280
side. 
Yeah, yeah, yeah. 

514
00:26:57,280 --> 00:26:59,480
It looks looking good. 
You know. 

515
00:26:59,560 --> 00:27:01,680
Will we get Shabbat candle? 
It is Friday. 

516
00:27:01,680 --> 00:27:04,000
It is Friday after all. 
Are we going to get our Shabbat 

517
00:27:04,040 --> 00:27:06,440
candles? 
Let's hope so. 

518
00:27:06,920 --> 00:27:09,280
It's looking good though, 
because we can't get dumped on 

519
00:27:09,480 --> 00:27:12,800
by Barry Silbert this weekend. 
That's a good thing. 

520
00:27:13,040 --> 00:27:16,880
So come 4:00 PM, we're back. 
You know, I'm excited for the 

521
00:27:16,880 --> 00:27:21,800
weekend now, boys, because I 
know that, you know, the Trad 5 

522
00:27:21,800 --> 00:27:24,560
boys can't come and unleash the 
beasts on us. 

523
00:27:24,680 --> 00:27:26,280
So it's great. 
I think, OV you made a great 

524
00:27:26,280 --> 00:27:30,600
point yesterday about how, like,
people seem to have forgotten, 

525
00:27:30,600 --> 00:27:33,920
like the volume on Bitcoin. 
It's not just ETFs like there's 

526
00:27:33,920 --> 00:27:37,160
been volume for 10 years. 
And I think you, you, you you 

527
00:27:37,160 --> 00:27:39,240
brought that home yesterday with
that tweet of yours. 

528
00:27:39,240 --> 00:27:43,000
So I thought it was good to 
point that out. 

529
00:27:44,040 --> 00:27:46,680
Anyways, so Next up, what do we 
got here? 

530
00:27:46,680 --> 00:27:50,160
So we already talked about the 
AirDrop for Jupiter and for when

531
00:27:50,160 --> 00:27:52,400
for what it's worth. 
So go go check it if you're on. 

532
00:27:52,640 --> 00:27:54,480
So what is it like? 
The best thing is just to go on 

533
00:27:54,480 --> 00:27:57,320
the Jupiter website, right? 
For anybody that wants to claim.

534
00:27:58,720 --> 00:28:01,920
Yeah, I just, I just came up 
with Jupiter, Twitter or what? 

535
00:28:01,920 --> 00:28:05,120
Yeah, I, you know, I don't like 
saying where to go because 

536
00:28:05,120 --> 00:28:06,920
there's so many phishing links. 
So I don't want to be the person

537
00:28:06,920 --> 00:28:08,960
that has like, yeah, I just, you
know, let people figure out 

538
00:28:08,960 --> 00:28:10,920
themselves. 
Yes. 

539
00:28:10,920 --> 00:28:15,120
So it's but the right website 
though I'll I'll say is JUP dot 

540
00:28:15,120 --> 00:28:16,600
AG, right. 
That's the Jupiter. 

541
00:28:16,680 --> 00:28:19,520
Website, yeah. 
That's the Jupiter website and 

542
00:28:19,520 --> 00:28:22,160
it's on there and you can check 
it out. 

543
00:28:22,160 --> 00:28:24,920
That's crazy. 
I it's it's exciting man. 

544
00:28:24,920 --> 00:28:27,080
I I think something that's so 
exciting for an ecosystem. 

545
00:28:27,400 --> 00:28:30,440
Anyways, So what do we got next?
What do we got next? 

546
00:28:30,440 --> 00:28:36,680
So Elon, what is Elon up to now?
Elon Musk for Financial Times 

547
00:28:37,600 --> 00:28:43,440
Elon's AI startup seeks to raise
$6 billion from investors to 

548
00:28:43,480 --> 00:28:47,280
challenge Open AI. 
The Tesla chief targets $20 

549
00:28:47,640 --> 00:28:52,680
billion valuation in a bid to 
take on Open AII. 

550
00:28:52,680 --> 00:28:56,760
Mean Mando. 
What can you tell us about this?

551
00:28:57,160 --> 00:28:59,880
What is going on in Elon's world
and the world of AII? 

552
00:28:59,880 --> 00:29:04,360
Feel like you're a big AI guy? 
I haven't, I haven't quite 

553
00:29:04,360 --> 00:29:10,200
pivoted yet, but I think this 
this is interesting, right? 

554
00:29:10,200 --> 00:29:13,480
Like clearly a lot of the 
training data is going to be 

555
00:29:13,480 --> 00:29:17,960
from Twitter for this model and 
there have been some controversy

556
00:29:17,960 --> 00:29:20,600
here about the fact that this 
could be like seen as stripping 

557
00:29:20,600 --> 00:29:24,640
out some of the like the most 
valuable assets on Twitter. 

558
00:29:24,840 --> 00:29:28,640
Even here he has said that 
Twitter shareholders would are 

559
00:29:28,640 --> 00:29:34,200
going to own some of Xai and it 
like let's say let's go out like

560
00:29:34,280 --> 00:29:36,800
I don't know 1000 foot view of 
Elon's empire. 

561
00:29:36,800 --> 00:29:41,040
Right now you have SpaceX which 
is which is currently heading 

562
00:29:41,040 --> 00:29:46,760
towards most probably an IPO or 
or some form of a of a like a 

563
00:29:46,760 --> 00:29:48,560
high valuation sale. 
People have said it could be 

564
00:29:48,560 --> 00:29:51,440
worth like 200, three, 100 
billion like very, very high. 

565
00:29:51,960 --> 00:29:55,920
He has Tesla which is down 20% 
already or 25% this month. 

566
00:29:56,400 --> 00:30:00,800
We're seeing a very big slow 
downs in EVs electric vehicles 

567
00:30:00,800 --> 00:30:04,800
at the moment globally. 
He has a couple of other 

568
00:30:04,800 --> 00:30:08,360
businesses, but let's just let's
just say X is the next 1X is a 

569
00:30:08,360 --> 00:30:10,920
complete disaster. 
Like from a business standpoint,

570
00:30:11,840 --> 00:30:15,080
they've lost the vast majority 
of Tier 1 advertisers. 

571
00:30:15,080 --> 00:30:17,720
They have a huge amount of debt 
because he bought it at like $40

572
00:30:17,720 --> 00:30:21,040
billion valuation. 
Most of the debt that is traded 

573
00:30:21,120 --> 00:30:23,320
would have been traded by me and
Ovi in a previous life. 

574
00:30:23,320 --> 00:30:25,960
Like it's at the stress levels. 
It's trading. 

575
00:30:26,800 --> 00:30:29,000
I think banks have already 
written a little bit down, like 

576
00:30:29,440 --> 00:30:32,920
it's a disaster. 
He's basically spun up this new 

577
00:30:32,920 --> 00:30:37,680
company Xai, and he's, I don't 
even remember, but like when he 

578
00:30:37,680 --> 00:30:43,040
took over X or Twitter, he 
stopped. 

579
00:30:43,320 --> 00:30:46,680
He stopped the ability for these
AI models to scrape the data. 

580
00:30:46,840 --> 00:30:48,960
He put up very high fees for 
that. 

581
00:30:50,320 --> 00:30:53,720
So there is this idea that like 
he can now begin to build like 

582
00:30:53,720 --> 00:30:57,840
an AI model using the huge 
amount of data that Twitter has.

583
00:30:59,120 --> 00:31:02,480
And this is his new venture and 
he he, he could value it at 20 

584
00:31:02,480 --> 00:31:06,080
billion, which is not far off 
like what Twitter was valued at 

585
00:31:06,080 --> 00:31:10,040
like almost 50, it was valued at
like 4045 billion I think when 

586
00:31:10,040 --> 00:31:12,560
he bought it. 
So it's it's about 50% of the 

587
00:31:12,560 --> 00:31:16,400
valuation. 
It'll be interesting to see what

588
00:31:16,400 --> 00:31:19,560
happens there because in our old
world that could that could 

589
00:31:19,560 --> 00:31:22,000
potentially be seen as like 
stripping out assets from the 

590
00:31:22,400 --> 00:31:24,920
from the main company. 
Like if I'm a Twitter bond 

591
00:31:24,920 --> 00:31:29,480
holder right now, I might be a 
little bit annoyed because 

592
00:31:30,120 --> 00:31:32,720
because arguably he could have 
created this in house at 

593
00:31:32,720 --> 00:31:36,640
Twitter, he's actually spun up 
as like he's spun up as a new 

594
00:31:36,640 --> 00:31:42,320
company and he's taking like 
he's that's why it's called Xai.

595
00:31:44,440 --> 00:31:47,760
So. 
What did you say? 

596
00:31:48,240 --> 00:31:52,280
Well, somebody grok grok grok. 
Grok is the is the is the Google

597
00:31:52,280 --> 00:31:54,680
One, right? 
No, it's it's X. 

598
00:31:54,840 --> 00:31:57,880
No Grok X, Yeah. 
Sorry, Grok is X, so that that 

599
00:31:57,880 --> 00:31:59,560
is owned by Xar. 
That is owned by Xar. 

600
00:31:59,560 --> 00:32:03,160
Got it. 
I've never been in my life. 

601
00:32:03,440 --> 00:32:04,040
Should I try? 
I. 

602
00:32:04,600 --> 00:32:06,760
Don't think many people have, 
but people believe that the 

603
00:32:06,760 --> 00:32:10,240
training data from Twitter like 
it is insane. 

604
00:32:10,520 --> 00:32:13,200
Like what you can get from what 
is on Twitter, right? 

605
00:32:13,200 --> 00:32:17,320
So. $1,000,000 evaluation. 
So that's how that's what he's 

606
00:32:17,320 --> 00:32:20,040
doing and obviously there is 
some back story here like Elon 

607
00:32:20,040 --> 00:32:23,120
was the original investor in 
Open AII forget how much he gave

608
00:32:23,120 --> 00:32:26,440
them, but it was a lot of money 
either 50 or 500 million, I 

609
00:32:26,440 --> 00:32:28,400
forget one of those two, I think
it was 50. 

610
00:32:29,160 --> 00:32:35,360
And then over the course of of 
Open AI his life cycle 

611
00:32:35,360 --> 00:32:38,960
eventually moved away from his 
his ownership and became a it 

612
00:32:38,960 --> 00:32:41,880
was originally a a non profit 
and then as we've seen recently 

613
00:32:41,880 --> 00:32:43,920
basically has become just part 
of Microsoft. 

614
00:32:44,320 --> 00:32:49,840
So yeah like he has a history 
here he's he's obviously very 

615
00:32:49,840 --> 00:32:53,880
vocal about the the like AI and 
the and the the issues that he 

616
00:32:53,880 --> 00:32:57,600
sees as AI and part of the the 
valuation of Tesla even is less 

617
00:32:57,600 --> 00:33:00,160
some of their in house AI 
capabilities. 

618
00:33:00,160 --> 00:33:02,920
So he's bidding himself a little
empire. 

619
00:33:02,920 --> 00:33:07,920
I do think there's some, there's
some cross benefits between all 

620
00:33:07,920 --> 00:33:11,360
the different things he's doing,
but this one feels the the most 

621
00:33:11,360 --> 00:33:12,760
similar to something else that 
he's done. 

622
00:33:12,760 --> 00:33:14,400
Like he could have built this 
inside of Twitter, but he 

623
00:33:14,400 --> 00:33:16,120
hasn't. 
He's made it is a he's made it a

624
00:33:16,120 --> 00:33:18,800
completely new venture using a 
lot, which is going to use a lot

625
00:33:18,800 --> 00:33:22,920
of Twitter's capabilities now. 
Interesting. 

626
00:33:23,240 --> 00:33:24,840
OK. 
That's going to be, I mean he's 

627
00:33:24,840 --> 00:33:28,640
got the world's best like tool 
to like, like platform to 

628
00:33:28,640 --> 00:33:30,960
scrape, right for his AI 
modelling. 

629
00:33:30,960 --> 00:33:32,800
So it makes sense what you're 
saying, right? 

630
00:33:32,800 --> 00:33:35,720
There's there's still a lot of 
active users on X, right, 

631
00:33:35,720 --> 00:33:41,000
whether the business model is 
not doing great or not. 

632
00:33:41,280 --> 00:33:43,160
But it's funny that you said 
that you and Ovi would be 

633
00:33:43,160 --> 00:33:49,080
trading that if you were still 
at Barclays 100%, what would you

634
00:33:49,080 --> 00:33:51,440
guys be doing? 
Would you guys be like dumping 

635
00:33:51,440 --> 00:33:53,960
the chart right now on X? 
Like what would you guys be like

636
00:33:53,960 --> 00:33:56,760
if you were at the Barclays 
right now selling distressed 

637
00:33:56,760 --> 00:33:57,920
assets? 
Like what would you guys be 

638
00:33:57,920 --> 00:34:00,520
doing right now with that? 
I bet you a lot of a lot of 

639
00:34:00,520 --> 00:34:02,480
bondholders and who cares about 
them. 

640
00:34:02,480 --> 00:34:04,800
But a lot of bondholders will be
very pissed at how this has 

641
00:34:04,800 --> 00:34:06,240
happened. 
Like that's what I would tell 

642
00:34:06,240 --> 00:34:08,199
you because I think they would 
have been like, well, why the 

643
00:34:08,199 --> 00:34:11,880
hell has he created his own 
separate AI company use it, 

644
00:34:11,880 --> 00:34:14,080
which is going to be very 
related to like the the data 

645
00:34:14,199 --> 00:34:16,199
from X? 
Let's see. 

646
00:34:17,639 --> 00:34:19,360
All right. 
Well, let's, let's see what 

647
00:34:19,360 --> 00:34:21,000
happens. 
I mean Ovi, would you be, would 

648
00:34:21,000 --> 00:34:24,280
you be buying those distressed 
assets would be selling them, 

649
00:34:24,560 --> 00:34:27,760
would you be shorting them? 
No, I would never short 

650
00:34:27,760 --> 00:34:30,600
distressed stuff unless like not
low prices. 

651
00:34:30,600 --> 00:34:33,520
So what did you used to do? 
Like you used to like buy shares

652
00:34:33,520 --> 00:34:34,800
of like companies. 
No, I would share. 

653
00:34:34,800 --> 00:34:36,760
I mean, I would, yeah, We didn't
trade shares. 

654
00:34:36,760 --> 00:34:40,080
I would trade bonds and CTS. 
Unless I thought something was 

655
00:34:40,080 --> 00:34:41,280
going to default, I would short 
it. 

656
00:34:41,280 --> 00:34:42,840
I wouldn't like short something 
that was already already 

657
00:34:42,840 --> 00:34:45,040
defaulted. 
What's like the most insane 

658
00:34:45,040 --> 00:34:47,760
short you ever pulled off? 
Like what? 

659
00:34:47,960 --> 00:34:50,120
Did you ever, like, run a 
company to 0? 

660
00:34:52,360 --> 00:34:54,360
Many. 
Yeah, in 2020 companies. 

661
00:34:55,760 --> 00:34:57,760
You got that, you saw that 
reaction? 

662
00:34:57,880 --> 00:35:02,800
I've been, I've been. 
I've been through a few zeros, 

663
00:35:02,800 --> 00:35:05,840
yeah. 
Oh yeah, I also have to swim 

664
00:35:05,840 --> 00:35:09,280
through a few in 2020 companies 
is like, they went like that. 

665
00:35:09,880 --> 00:35:11,480
Like it was insane. 
I can't. 

666
00:35:11,480 --> 00:35:13,720
I can't even tell you how insane
those few, those few weeks left.

667
00:35:14,600 --> 00:35:16,200
But no way. 
No, the big one really was 

668
00:35:16,240 --> 00:35:18,760
Estaldi. 
I really, I really got him in 

669
00:35:18,760 --> 00:35:21,000
the end. 
Yeah, you got him in the end. 

670
00:35:21,120 --> 00:35:22,760
There's a lot of like. 
Very random. 

671
00:35:22,800 --> 00:35:24,280
Tell us more. 
What did you do? 

672
00:35:24,680 --> 00:35:26,400
Did you literally run a company 
into zero? 

673
00:35:26,400 --> 00:35:27,960
No, I didn't do anything. 
I had a massive no. 

674
00:35:27,960 --> 00:35:29,480
I had a massive short in it, but
I it's not like that. 

675
00:35:30,720 --> 00:35:32,480
Yeah, it's not. 
Like to reach New York and then?

676
00:35:33,880 --> 00:35:36,560
These companies run themselves 
into the ground like often, like

677
00:35:36,560 --> 00:35:38,960
there's a lot of European 
infrastructure companies which 

678
00:35:38,960 --> 00:35:43,880
did some very dodgy things, 
Saudi Abangoa famously. 

679
00:35:45,280 --> 00:35:51,600
But like what name? 
How they run come to me. 

680
00:35:53,520 --> 00:35:58,320
But yeah, in 2020 they it was 
good. 

681
00:35:58,320 --> 00:36:02,040
Companies that went like 
airlines went every single. 

682
00:36:02,360 --> 00:36:06,320
Crews, Donna, you've. 
Ever known when most like car 

683
00:36:06,320 --> 00:36:09,720
rental companies went like all 
all the travel industry just. 

684
00:36:10,160 --> 00:36:12,400
Yeah. 
Defaulted straight away. 

685
00:36:13,360 --> 00:36:17,240
Wow, that's crazy. 
It's honestly fascinating. 

686
00:36:17,920 --> 00:36:19,480
Wow. 
OK, interesting. 

687
00:36:19,600 --> 00:36:24,240
I I mean, I don't love that, but
I think it's fire anyways. 

688
00:36:25,080 --> 00:36:29,920
Shit, that's Obi's reaction. 
We ran the Company 0. 

689
00:36:32,040 --> 00:36:33,840
How many? 
How many companies you run to? 

690
00:36:33,840 --> 00:36:39,080
0 Many. 
That's that's the craziest thing

691
00:36:39,400 --> 00:36:42,880
I've ever heard you say. 
Oh my God. 

692
00:36:42,960 --> 00:36:46,880
Anyways, so that's that on the 
XAI. 

693
00:36:47,440 --> 00:36:50,600
You know, xai news. 
We'll see what happens with 

694
00:36:50,600 --> 00:36:53,480
Elon. 
But I I can't fathom like that 

695
00:36:53,520 --> 00:36:55,240
amount of money. 
Like he's apparently he's 

696
00:36:55,240 --> 00:36:56,560
already raised like a billion 
dollars. 

697
00:36:57,240 --> 00:36:59,560
He's raising a $20 billion 
valuation. 

698
00:36:59,560 --> 00:37:04,360
So we'll see what that what what
happens with that Is that going 

699
00:37:04,360 --> 00:37:07,480
to pump our zai bags? 
I don't know but it's the same 

700
00:37:07,480 --> 00:37:10,200
ticker. 
So we'll see what happens there.

701
00:37:10,320 --> 00:37:12,720
Bullish and sobie here. 
Pokémon. 

702
00:37:13,600 --> 00:37:18,080
What's up with Pokémon man 
Pokémon to investigate Power 

703
00:37:18,080 --> 00:37:20,800
World I want to talk to you guys
about something with regards to 

704
00:37:20,800 --> 00:37:23,080
Power World. 
Not only have I lost three 

705
00:37:23,080 --> 00:37:28,240
friends of mine to Power. 
World OS no OV sorry Sobi the 

706
00:37:28,240 --> 00:37:33,600
other OV OV at home. 
Sobi I keep calling OV sobi and 

707
00:37:33,600 --> 00:37:34,840
sobi OV. 
That's crazy. 

708
00:37:34,840 --> 00:37:40,400
I hope that's all racist, right?
No comment. 

709
00:37:41,000 --> 00:37:48,960
OK, so Sobi DS Strike Guy. 
They're gone. 

710
00:37:49,880 --> 00:37:52,520
They don't exist anymore. 
Like, I haven't not spoken to 

711
00:37:52,520 --> 00:37:54,560
these guys in a week, and I 
usually talk to them every 

712
00:37:54,560 --> 00:37:57,200
single day of my life alongside 
you guys. 

713
00:37:57,360 --> 00:38:01,000
They've completely gone to Power
World, but it looks like Pokémon

714
00:38:01,000 --> 00:38:03,760
is not having it. 
It looks like Pokémon is not 

715
00:38:03,760 --> 00:38:05,520
having it. 
I'm trying to find the Link Sims

716
00:38:06,320 --> 00:38:09,440
and oh, there it is, there it 
is, there it is on the verse. 

717
00:38:09,440 --> 00:38:14,720
So the Pokémon company says it 
will investigate Power World. 

718
00:38:15,280 --> 00:38:19,440
It will take appropriate 
measures if it finds the game 

719
00:38:19,960 --> 00:38:25,080
people are calling Pokémon with 
guns infringed on its IP. 

720
00:38:25,200 --> 00:38:27,320
I mean, have you guys been 
looking into this power world 

721
00:38:27,320 --> 00:38:29,480
phenomenon? 
It is insane. 

722
00:38:29,840 --> 00:38:33,560
Like they they started this 
company with $10,000. 

723
00:38:34,400 --> 00:38:37,440
So from here forward, when I 
hear one of you motherfuckers 

724
00:38:37,680 --> 00:38:42,080
raise $100 million, I expect 100
times better than the power 

725
00:38:42,080 --> 00:38:45,720
world, right? 
Is that fair? 

726
00:38:46,720 --> 00:38:48,360
That's fair. 
We we spoke about it a lot 

727
00:38:48,360 --> 00:38:49,120
yesterday, actually. 
Oh. 

728
00:38:49,320 --> 00:38:50,440
You did OK. 
I didn't know that. 

729
00:38:50,600 --> 00:38:52,160
OK, cool. 
So we don't have to go over it. 

730
00:38:52,720 --> 00:38:56,160
But but yeah, I think Sims even 
came on the show and and gave 

731
00:38:56,480 --> 00:39:00,520
this colour that that that 
Pokémon were going to be pissed.

732
00:39:00,520 --> 00:39:03,960
About this right the the. 
Pokémon looks like, yeah, the 

733
00:39:04,120 --> 00:39:07,000
the news is that they are like 
they're going to investigate it 

734
00:39:07,000 --> 00:39:11,920
essentially, but makes sense. 
Yeah, I mean, what do we think 

735
00:39:11,920 --> 00:39:13,040
they do? 
I don't think they're going to 

736
00:39:13,040 --> 00:39:14,760
shut it down. 
They're probably going to just 

737
00:39:14,760 --> 00:39:17,400
have to replicate it like 
Nintendo at this stage, like has

738
00:39:17,400 --> 00:39:20,160
to launch. 
Like it's, it's Nintendo, right?

739
00:39:20,160 --> 00:39:21,360
Pokémon. 
Yeah, it's Nintendo. 

740
00:39:21,760 --> 00:39:24,680
They have to launch their own, 
No? 

741
00:39:25,920 --> 00:39:28,480
I believe it's the it's the 
Pokémon Company, right? 

742
00:39:29,160 --> 00:39:33,840
It is the Pokémon Company. 
But where's Jonah? 

743
00:39:34,200 --> 00:39:37,760
Jesus Christ, Jonah. 
Where's Jonah when we need him? 

744
00:39:38,600 --> 00:39:41,080
He's not there. 
I can't bring him up on stage 

745
00:39:41,760 --> 00:39:43,560
but it's. 
Joint It's jointly owned by 

746
00:39:43,560 --> 00:39:46,720
three different companies, which
is Nintendo Game Freaking 

747
00:39:46,720 --> 00:39:47,960
Creatures. 
And they're a part. 

748
00:39:48,080 --> 00:39:50,000
They're a part owner. 
Knew it. 

749
00:39:51,040 --> 00:39:53,000
See, I know. 
Come on man, I may only play 

750
00:39:53,000 --> 00:39:56,960
FIFA and Fortnite, but I know my
shit. 32%. 

751
00:39:57,640 --> 00:40:00,960
Whoa, that's fire. 
I think they handle all the 

752
00:40:00,960 --> 00:40:04,520
gaming side of it. 
Because the Pokémon Company is 

753
00:40:04,520 --> 00:40:06,280
massive, right? 
They have the IP they have. 

754
00:40:06,280 --> 00:40:08,560
They do a lot of different 
things right with the cards, but

755
00:40:08,560 --> 00:40:11,160
they also do a lot of stuff with
like fat, like, you know, like 

756
00:40:11,160 --> 00:40:14,880
for example, when like, Daniel 
Arsham wants to use a Pokémon IP

757
00:40:14,880 --> 00:40:16,960
to, like, do new statues and 
whatnot. 

758
00:40:16,960 --> 00:40:19,640
So anyway, so this is all going 
on there. 

759
00:40:19,640 --> 00:40:21,240
Let's see if it, Let's see what 
happens now. 

760
00:40:21,240 --> 00:40:26,120
But they've sold over 8 million 
copies in less than six days. 

761
00:40:26,320 --> 00:40:29,800
You know why I'm pissed off? 
I can't play on my SO hold on, 

762
00:40:30,000 --> 00:40:31,640
I've never been a gamer in my in
my life. 

763
00:40:31,680 --> 00:40:33,960
I've only ever played FIFA, OK 
on PlayStation. 

764
00:40:34,680 --> 00:40:39,720
You can't play on your MacBook, 
so I'm going to have to buy APC 

765
00:40:39,720 --> 00:40:43,600
to play Power World. 
Is that how it is? 

766
00:40:43,680 --> 00:40:45,920
You can't play Steam at all on 
your computer on the MacBook. 

767
00:40:46,240 --> 00:40:47,880
Sims. 
Where's Sims at? 

768
00:40:48,200 --> 00:40:49,840
You can't. 
You can't at all. 

769
00:40:51,880 --> 00:40:54,560
Have you guys tried? 
I don't play games. 

770
00:40:54,600 --> 00:40:59,840
I don't play chess. 
I I played it, but I'm a bit I 

771
00:40:59,840 --> 00:41:01,880
actually opened it up like to 
play it. 

772
00:41:02,440 --> 00:41:05,400
I'm pretty sure I, I, I yeah, I 
played it for like for like 5 

773
00:41:05,400 --> 00:41:08,520
minutes, maybe longer. 
Were you? 

774
00:41:08,560 --> 00:41:10,680
Good played for 5-3 days for 5 
minutes man. 

775
00:41:11,600 --> 00:41:14,480
Yeah, played for 5 minutes, bro.
But I had AI have a Mac, but at 

776
00:41:14,480 --> 00:41:17,560
the same time I can't remember 
what I used played. 

777
00:41:18,600 --> 00:41:21,280
For 5 minutes, man. 
Did you use the Chinese laptop? 

778
00:41:22,160 --> 00:41:24,120
I have a Chinese laptop, so I'm 
just wondering if. 

779
00:41:24,120 --> 00:41:27,640
I used the one. 
Hold on, why do you have a 

780
00:41:27,640 --> 00:41:30,600
Chinese laptop? 
Michael speaks Mandarin. 

781
00:41:30,600 --> 00:41:31,320
I have. 
I have two. 

782
00:41:31,320 --> 00:41:34,720
I have two laptops. 
This is why this is confusing. 

783
00:41:35,080 --> 00:41:36,760
But one of them is Chinese, 
yeah. 

784
00:41:37,640 --> 00:41:40,160
No. 
I used to have a Chinese laptop,

785
00:41:40,160 --> 00:41:41,960
which I only took the piss out 
of for a long long time. 

786
00:41:42,080 --> 00:41:44,320
I have like a normal Dell laptop
and then I have an Apple laptop.

787
00:41:44,320 --> 00:41:45,960
So I need to remember I forget 
which one I played though. 

788
00:41:46,400 --> 00:41:48,160
Well, you're playing. 
Oh, what happened to the Chinese

789
00:41:48,160 --> 00:41:49,480
one? 
Yeah, what happened to the 

790
00:41:49,480 --> 00:41:51,640
Chinese laptop? 
I had to own that laptop in like

791
00:41:51,640 --> 00:41:54,600
2010 did, so it it didn't it 
didn't make it. 

792
00:41:54,920 --> 00:41:57,320
There's a story here. 
I feel like I'm we're digging 

793
00:41:57,320 --> 00:41:59,400
deeper into the story, like we 
need to know more about this 

794
00:41:59,400 --> 00:42:01,480
Chinese laptop, like what's 
going on there? 

795
00:42:02,080 --> 00:42:06,840
Oh man, I basically bought like 
a high spec laptop, but it came 

796
00:42:06,840 --> 00:42:09,160
from China and I just got 
destroyed. 

797
00:42:09,440 --> 00:42:12,160
Like destroyed for. 
It was like, it was basically 

798
00:42:12,160 --> 00:42:16,880
like like most laptops of that 
caliber cost like a grand or two

799
00:42:16,880 --> 00:42:18,880
grand. 
This laptop costs like £150 or 

800
00:42:18,880 --> 00:42:21,360
something. 
I'm just like, there's no way 

801
00:42:21,440 --> 00:42:23,840
that there's no way that this is
legit. 

802
00:42:24,640 --> 00:42:26,080
Oh my God. 
I think it was legit, but there 

803
00:42:26,080 --> 00:42:28,960
was like no branding, You 
couldn't send it back at all. 

804
00:42:30,360 --> 00:42:33,760
It lasted for a while. 
But then yeah, like, I think 

805
00:42:33,760 --> 00:42:36,000
what actually happened is like, 
the screen started to come apart

806
00:42:36,000 --> 00:42:39,160
a bit and then like, I tried to 
take it to a confuser person to 

807
00:42:39,160 --> 00:42:41,000
get it fixed. 
And they were like, who built 

808
00:42:41,080 --> 00:42:45,240
this? 
I was like, yeah, I don't know, 

809
00:42:45,240 --> 00:42:48,120
but it was a good, really good 
laptop at one stage. 

810
00:42:48,160 --> 00:42:50,600
But the hardware? 
The hardware let them down 

811
00:42:50,760 --> 00:42:53,840
rather than. 
That's so funny. 

812
00:42:53,920 --> 00:42:56,400
Chinese laptop. 
All right, well, you know, be 

813
00:42:56,400 --> 00:42:58,760
careful what you buy online, 
folks. 

814
00:42:59,680 --> 00:43:01,800
Anyways, how's that new MacBook 
treating you? 

815
00:43:02,320 --> 00:43:05,120
I think it's good, right? 
Yeah, this is actually my 

816
00:43:05,120 --> 00:43:06,560
MacBook Air, so this is the 
other one. 

817
00:43:07,520 --> 00:43:08,720
Oh, so you're not even using a 
new MacBook? 

818
00:43:08,720 --> 00:43:11,200
You're like my mom. 
So my mom bought a new computer 

819
00:43:11,200 --> 00:43:13,480
six months ago. 
She still hasn't used it because

820
00:43:13,480 --> 00:43:17,360
she she's like scared that it's 
going to get used. 

821
00:43:17,400 --> 00:43:21,360
And she's such a Persian mom. 
Like, it's like the most Iranian

822
00:43:21,360 --> 00:43:23,240
thing to do. 
It's like you buy a new thing 

823
00:43:23,440 --> 00:43:25,520
when you want to use it. 
You guys are going to get used. 

824
00:43:26,920 --> 00:43:31,200
I no, it's just. 
It's just it's just that it's 

825
00:43:31,200 --> 00:43:33,800
easier to travel with a MacBook 
Air than than like a full, yeah.

826
00:43:34,120 --> 00:43:35,720
Yeah, I feel that. 
I feel that. 

827
00:43:36,160 --> 00:43:38,040
I'm definitely using it. 
Don't worry, I'm definitely 

828
00:43:38,080 --> 00:43:38,960
good. 
Good. 

829
00:43:39,720 --> 00:43:43,240
So anyways, let's, let's wrap up
here boys, and then I'm going to

830
00:43:43,240 --> 00:43:47,160
go catch my flight back home. 
NFT roundup here. 

831
00:43:47,440 --> 00:43:51,040
Yes OV let's go. 
Oh yeah, yes. 

832
00:43:51,200 --> 00:43:56,560
Give me that yawn. 
Oh, he's bored as fuck. 

833
00:43:57,280 --> 00:44:04,920
So, so, so on the NFT side, on 
the NFT front, it's funny 

834
00:44:04,920 --> 00:44:07,160
because this is the first time 
on the show, one of the first 

835
00:44:07,160 --> 00:44:09,800
times where I'm like learning 
about things while I'm hosting. 

836
00:44:10,920 --> 00:44:12,520
So let's let's just look at D 
chance. 

837
00:44:12,520 --> 00:44:14,920
See, this is the, I have to say 
you guys have built a really 

838
00:44:14,920 --> 00:44:18,760
good tool, but you know, I could
just go on there and see 

839
00:44:18,760 --> 00:44:24,040
everything going on. 
So across chains, it looks like 

840
00:44:24,040 --> 00:44:28,720
there's a lot going on. 
Again, Mochaverse hits five ETH 

841
00:44:29,000 --> 00:44:32,800
after token reveal. 
What is that? 

842
00:44:32,800 --> 00:44:35,880
What's going on? 
Yeah. 

843
00:44:37,440 --> 00:44:39,960
Five ETH. 
Whoa. 

844
00:44:40,720 --> 00:44:42,320
I think you're you're muted by 
the way Michael. 

845
00:44:43,480 --> 00:44:45,800
Yeah, Mochaverse is at 5 ETH, 
which is kind of wild. 

846
00:44:45,880 --> 00:44:47,080
They obviously have a token 
coming. 

847
00:44:47,080 --> 00:44:49,480
A lot of people are expecting 
that to be like a Binance 

848
00:44:49,520 --> 00:44:51,560
Launchpad style token. 
So. 

849
00:44:53,040 --> 00:44:55,120
Obviously. 
Yeah, I mean, Yatsu is a king of

850
00:44:55,120 --> 00:44:56,560
crypto. 
Right. 

851
00:44:59,000 --> 00:45:02,480
So that's that's been a while 
like mocha verse I think a few 

852
00:45:02,480 --> 00:45:06,040
months ago was trading below 1 E
right But yeah that's that's 

853
00:45:06,040 --> 00:45:11,960
been a true 10 XI think they 
look they look like they were 

854
00:45:11,960 --> 00:45:15,960
five ES but. 
The art looks so much better at 

855
00:45:15,960 --> 00:45:20,880
5 ES. 
Like it's crazy, like this is 

856
00:45:20,880 --> 00:45:22,920
fine art. 
We're going to LACMA. 

857
00:45:24,000 --> 00:45:25,720
I haven't looked at this 
collection for a long time. 

858
00:45:25,720 --> 00:45:28,720
I have to say it is one of the 
worst looking collections I've 

859
00:45:28,720 --> 00:45:30,360
ever seen, but I am glad that 
that's it. 

860
00:45:30,520 --> 00:45:33,200
I bet you won't say that he got 
space when he comes on the show 

861
00:45:33,200 --> 00:45:38,600
next week because he is coming. 
All right, well, I'm sure the 

862
00:45:38,640 --> 00:45:40,200
token can do a lot. 
They're building a whole like 

863
00:45:40,200 --> 00:45:42,440
Metaverse, right? 
So like, I think, I think it's 

864
00:45:42,440 --> 00:45:45,960
like a big, big ass project. 
Mr. Metaverse, That's Yeah, he's

865
00:45:45,960 --> 00:45:48,320
Lee, the king of the fucking 
Metaverse. 

866
00:45:48,600 --> 00:45:51,240
It's crazy to think about. 
I'll go out on a limb and say 

867
00:45:51,240 --> 00:45:55,920
this isn't A5 eats for the art. 
Then you have Bitcoin puppets 

868
00:45:55,960 --> 00:45:58,840
which have hit two grand now. 
Let's go. 

869
00:46:00,240 --> 00:46:02,840
A puppet I was my sweep never 
happened. 

870
00:46:02,960 --> 00:46:09,480
They 2X damn bad you've had. 
Those are the two big ones from 

871
00:46:10,000 --> 00:46:12,240
for Ghana's they've they've kind
of come back but I would say 

872
00:46:12,240 --> 00:46:14,640
those are the three things that 
I can talk about at the moment. 

873
00:46:14,640 --> 00:46:17,480
It's it's fine. 
That's like one ETH. 

874
00:46:18,840 --> 00:46:22,520
Yeah, yeah. 
Again, what about the vibes? 

875
00:46:22,640 --> 00:46:24,840
What about the vibes? 
All about the vibes, You you 

876
00:46:25,120 --> 00:46:29,480
people overthink this. 
Like, I was literally like, it 

877
00:46:29,480 --> 00:46:34,160
was a Friday night 2-3 weeks ago
and I was just smoking weed and 

878
00:46:34,160 --> 00:46:36,960
I looked at these puppets and I 
was like, they look so stupid. 

879
00:46:37,200 --> 00:46:42,840
I need to buy 20 and we didn't 
buy 20, but you know, we bought 

880
00:46:42,840 --> 00:46:45,240
a bunch. 
If my order was, well, it's 

881
00:46:45,240 --> 00:46:46,840
public. 
Anybody can go and check it out.

882
00:46:46,960 --> 00:46:51,960
It's for Oak dot BTC. 
It's quite doxed, but but it's 

883
00:46:52,080 --> 00:46:56,200
it's it's you love to see it. 
I mean, look, you know, they're 

884
00:46:56,200 --> 00:47:01,000
called puppets for a reason. 
You know it's called puppets for

885
00:47:01,000 --> 00:47:02,400
a reason. 
So that's going on. 

886
00:47:02,600 --> 00:47:04,200
What else is going on in NFT 
Land? 

887
00:47:04,200 --> 00:47:09,440
Pudgy Penguins. 
They sold 750,000 toys 

888
00:47:10,400 --> 00:47:12,560
worldwide. 
What are you laughing at? 

889
00:47:14,600 --> 00:47:18,040
My head hurts. 
You're like, reminding me of, 

890
00:47:18,040 --> 00:47:21,320
like the video of, like a guy 
who comes back from dental 

891
00:47:21,320 --> 00:47:24,320
surgery and he's like finding 
out things for the first time. 

892
00:47:24,640 --> 00:47:26,920
That's that's the vibe I'm 
getting from you this morning. 

893
00:47:27,840 --> 00:47:30,160
It's like, I hope you see that 
one. 

894
00:47:30,160 --> 00:47:31,720
He's like, I have a mom. 
Wow. 

895
00:47:34,760 --> 00:47:38,240
Like it is. 
It is a childlike, childlike 

896
00:47:38,360 --> 00:47:40,720
Glee with which you're reading 
out these headlines. 

897
00:47:41,760 --> 00:47:47,600
So Glee, I mean wow, I got to 
fly home. 

898
00:47:47,600 --> 00:47:51,720
I'm so excited to go home. 
I just want to be home in my 

899
00:47:51,720 --> 00:47:53,920
house in Montreal. 
I hate traveling now. 

900
00:47:53,920 --> 00:47:55,880
We're so busy at work and it's a
lot. 

901
00:47:56,840 --> 00:48:00,200
Point O 5 Bitcoin for these 
puppets that reached they 

902
00:48:00,200 --> 00:48:03,600
reached 300 Bitcoin in volume. 
It's crazy. 

903
00:48:03,720 --> 00:48:05,640
Point O 5 is what it's literally
one ETH. 

904
00:48:06,000 --> 00:48:09,480
So if times 41,000. 
So that's. 

905
00:48:09,480 --> 00:48:12,920
Yeah, twenty $52,000 is pretty 
much the price of ease. 

906
00:48:13,360 --> 00:48:15,560
I mean, we flipped ETH, by the 
way, when it comes to our 

907
00:48:15,560 --> 00:48:17,600
following on on FOMOA. 
We'd love to see that. 

908
00:48:18,440 --> 00:48:23,880
And then last but not least on 
the NFT front was on Chin Monkey

909
00:48:23,880 --> 00:48:26,560
that announced this Karma 
AirDrop. 

910
00:48:26,560 --> 00:48:29,560
So something's going on there 
for sure as well. 

911
00:48:29,560 --> 00:48:31,320
But they've been doing this 
Karma thing for a while. 

912
00:48:31,320 --> 00:48:34,440
But there's an AirDrop come in. 
And so Kampai Panda is also 

913
00:48:34,440 --> 00:48:37,600
doing crazy good. 
It's just like the whole market,

914
00:48:37,600 --> 00:48:39,600
like NFTS are just cooking right
now. 

915
00:48:39,600 --> 00:48:42,160
So you absolutely love to see 
that across the board, like 

916
00:48:42,160 --> 00:48:43,720
across chains. 
For what it's worth, like, you 

917
00:48:43,720 --> 00:48:46,320
know, like Solana, everything 
bounced. 

918
00:48:46,520 --> 00:48:49,480
I know undeads are doing good, 
Forganas are doing good, 

919
00:48:49,680 --> 00:48:52,120
Potago's doing good. 
Mad lads bounced like 140, so 

920
00:48:52,120 --> 00:48:54,800
like 160 plus. 
So across the board, there's a 

921
00:48:54,800 --> 00:48:58,000
lot of opportunity. 
Don't be Don't be fooled by the 

922
00:48:58,000 --> 00:49:00,720
price of crypto and some 
sideways action, because that's 

923
00:49:00,720 --> 00:49:03,560
usually where everything starts 
pumping anyways.

