1 00:00:00,160 --> 00:00:04,480 Oh yo-yo what up, what up good morning, good morning GMG 2 00:00:07,160 --> 00:00:16,920 Friday, Friday Friday, Friday Saturday 10th 20245552025 yes 3 00:00:17,320 --> 00:00:20,560 look at that another beautiful day to have a beautiful day. 4 00:00:20,800 --> 00:00:24,560 I got my Co host in the house Tyler Mando Good morning, good 5 00:00:24,560 --> 00:00:26,880 morning happy Friday guys. How you guys doing today? 6 00:00:28,320 --> 00:00:31,840 Doing great man, how are you? I am doing good, I'm doing good. 7 00:00:31,840 --> 00:00:36,320 I'm chilling. Just another day in paradise. 8 00:00:36,760 --> 00:00:39,160 You know, it's it's D-Day in 10 days, baby. 9 00:00:39,680 --> 00:00:43,880 You know, So I'm just I'm just patiently waiting, you know, you 10 00:00:43,880 --> 00:00:46,400 know, smelling the bitches in the air on the timeline and 11 00:00:46,400 --> 00:00:48,160 doing my thing. Tyler, how you doing? 12 00:00:49,000 --> 00:00:52,560 I was better this morning before I learned that too many people 13 00:00:52,560 --> 00:00:56,240 in the United States got jobs in the past month and Oh no, all my 14 00:00:56,240 --> 00:00:58,480 AI coins. No. 15 00:00:58,960 --> 00:01:00,640 So. Oh my God, I'm. 16 00:01:00,760 --> 00:01:05,360 Doing pretty well. Oh my God guys are you it was a 17 00:01:05,360 --> 00:01:08,160 positive data report that is negative for the crypto AI 18 00:01:08,160 --> 00:01:10,880 coins. Are you telling me that my LLM 19 00:01:10,880 --> 00:01:14,680 agent which is a sloppy ass reply bot worth $400 million. 20 00:01:14,680 --> 00:01:18,520 Depends on the fact that two people have jobs in America. 21 00:01:19,160 --> 00:01:21,640 Turns out. Didn't see it coming. 22 00:01:23,360 --> 00:01:25,400 Man, what does that mean for my 4th coin? 23 00:01:28,360 --> 00:01:29,960 We're on a fart roller coaster this morning. 24 00:01:31,800 --> 00:01:33,960 God damn it man, I can't believe it. 25 00:01:35,560 --> 00:01:38,920 I can't. Honestly guys, this morning was 26 00:01:38,920 --> 00:01:45,200 the first time in my history that I literally felt bearish 27 00:01:45,200 --> 00:01:47,960 about something. Like I never felt it. 28 00:01:47,960 --> 00:01:49,880 I guess I felt for a second what it's like to be like keyboard 29 00:01:49,880 --> 00:01:52,680 monkey full time. But like for 5 minutes I 30 00:01:52,680 --> 00:01:54,880 literally turned bearish like 5 minutes. 31 00:01:54,880 --> 00:01:57,080 Then I stopped myself and I was like, yeah, you know. 32 00:01:57,320 --> 00:02:00,040 Snap out of it. Snap out of it, slap myself out 33 00:02:00,040 --> 00:02:03,840 of it, posted some tweets in the mouth, be like, it is insane to 34 00:02:03,840 --> 00:02:04,800 me. It is. 35 00:02:04,800 --> 00:02:07,320 I want to talk about this, but let's let's let's let's let's 36 00:02:07,320 --> 00:02:08,360 talk to this in the market report. 37 00:02:08,360 --> 00:02:14,360 So anyways, hey, it's not the show today today market report 38 00:02:14,360 --> 00:02:17,480 as usual, crypto macro da da da, all that good shit. 39 00:02:18,640 --> 00:02:20,840 Tyler's top 100. I'm sure you have a lot to talk 40 00:02:20,840 --> 00:02:23,880 about. I mean, yo, we got we got a we 41 00:02:23,880 --> 00:02:27,800 got a little AXBT little, you know, finance news this morning. 42 00:02:27,840 --> 00:02:29,320 Love to see that. So I'm sure you got a lot to 43 00:02:29,320 --> 00:02:32,120 talk about. You definitely can can have a 44 00:02:32,120 --> 00:02:33,800 victory lap if you want on this show, Tyler. 45 00:02:34,040 --> 00:02:36,800 And then and then robit loot box spins. 46 00:02:36,800 --> 00:02:38,680 So another loot box spins for the people. 47 00:02:38,920 --> 00:02:41,680 See if you guys win something, it's time it's time. 48 00:02:41,720 --> 00:02:43,480 I'm tired of seeing rug weed and red guy wins. 49 00:02:43,480 --> 00:02:45,400 OK, it's enough. It's enough. 50 00:02:46,400 --> 00:02:50,840 And and then last but not least, this show is powered by 51 00:02:51,200 --> 00:02:54,000 Galaxies. Galaxies, the Web 3 platform 52 00:02:54,000 --> 00:02:56,280 empowering creators and brands to build unstoppable communities 53 00:02:56,400 --> 00:02:59,640 with full ownership and independence, trusted by icons 54 00:02:59,640 --> 00:03:03,280 like Donald Trump, CVO, Key, Mike Tyson and the NBA shipping 55 00:03:03,440 --> 00:03:06,360 together the future of engagements. 56 00:03:06,360 --> 00:03:08,520 True story, by the way, they did trump cards. 57 00:03:08,520 --> 00:03:12,240 Look at this dude, president of the USA dropped fucking ordinals 58 00:03:12,240 --> 00:03:15,040 yesterday and you're bearish. Jesus Christ. 59 00:03:15,040 --> 00:03:19,400 Anyways, also so it's powered by also fair side network. 60 00:03:19,760 --> 00:03:21,320 Every day we see wallets get drained. 61 00:03:21,480 --> 00:03:23,800 Fair side is about to launch the fair alternative to insurance 62 00:03:23,800 --> 00:03:26,320 for crypto scams. Check out fair side network on 63 00:03:26,320 --> 00:03:29,160 X. If you get drained you won't get 64 00:03:29,240 --> 00:03:30,840 wrecked. Mando. 65 00:03:30,840 --> 00:03:33,200 Get it? The last word of the ad read is 66 00:03:33,200 --> 00:03:36,960 wrecked and your name is Mando but your username is wrecked 67 00:03:36,960 --> 00:03:38,200 Mando. Boom. 68 00:03:50,840 --> 00:03:57,240 GM, everyone. So we had a jobs report and it 69 00:03:57,240 --> 00:04:02,080 was a good jobs report, which good is bad? 70 00:04:02,600 --> 00:04:03,920 We're back to that sort of a market. 71 00:04:04,720 --> 00:04:07,240 The unemployment figure came in slightly below expectations. 72 00:04:08,200 --> 00:04:12,360 People freaked out a little bit. Bitcoin, which had hit I think 73 00:04:12,360 --> 00:04:15,480 14 straight green candles or something along those lines 74 00:04:17,240 --> 00:04:20,839 quickly kind of went back to this level of support again at 75 00:04:20,839 --> 00:04:25,960 9292 K. So people freaking out all over 76 00:04:25,960 --> 00:04:32,200 again and all the gains that we can have this morning in the in 77 00:04:32,200 --> 00:04:35,480 the AI sector and broadly other sectors kind of all be traced. 78 00:04:35,480 --> 00:04:41,000 So not a great day, I would say, Well, a day that's getting 79 00:04:41,000 --> 00:04:42,960 progressively worse as the day goes on. 80 00:04:45,840 --> 00:04:47,160 Yeah, we're like turbo dumping right now. 81 00:04:47,880 --> 00:04:51,120 We are turbo dumping. We are going back to that level. 82 00:04:51,520 --> 00:04:56,240 To be fair, this is this is a macro dump again. 83 00:04:56,240 --> 00:04:58,480 I'll share my screen maybe. Yeah, you do that. 84 00:04:58,480 --> 00:04:59,200 Let's do that. Hold on. 85 00:04:59,200 --> 00:05:00,240 Let me unshare. There you go. 86 00:05:02,280 --> 00:05:03,400 Here we go. Here we go. 87 00:05:03,400 --> 00:05:04,960 We're back. Mandel's sharing the screen. 88 00:05:05,200 --> 00:05:09,280 You know what's coming. OK. 89 00:05:09,280 --> 00:05:11,600 Let me just bring up Trading View. 90 00:05:12,800 --> 00:05:18,920 So yeah, this is a macro dump. So we basically have a stronger 91 00:05:18,920 --> 00:05:20,960 dollar. The dollar in that right now is 92 00:05:20,960 --> 00:05:25,640 pushing for, I mean, we could do this on a weekly, right? 93 00:05:26,840 --> 00:05:32,680 This is pushing for highs that it hasn't seen since 2020. 22. 94 00:05:32,800 --> 00:05:35,000 It broke out of this range here and now it just keeps on going 95 00:05:35,000 --> 00:05:36,360 higher. So you have a stronger dollar 96 00:05:37,160 --> 00:05:40,120 and then you started to see stocks, particularly tech 97 00:05:40,120 --> 00:05:43,640 stocks, kind of look like they're about to break down a 98 00:05:43,640 --> 00:05:47,160 little bit here, which isn't great. 99 00:05:47,160 --> 00:05:49,640 We've been on this uptrend from 2022. 100 00:05:50,560 --> 00:05:52,960 We've had a couple of dips. You know, we have one in July, 101 00:05:53,560 --> 00:05:58,320 August time. We have one in the summer and 102 00:05:58,320 --> 00:06:01,280 then looks a little bit more precarious I would say. 103 00:06:01,840 --> 00:06:05,800 So macro I think as we've said several times in the show is 104 00:06:05,800 --> 00:06:08,880 definitely looking less supportive than it did for the 105 00:06:08,880 --> 00:06:13,080 second-half of 2020. Four, 2024 was looking like this 106 00:06:13,080 --> 00:06:16,800 the whole way up. The dollar was kind of going 107 00:06:16,800 --> 00:06:21,520 down for a lot of that as well turned off the election and that 108 00:06:21,520 --> 00:06:27,240 is all kind of turned around. So what we've seen is that the 109 00:06:27,240 --> 00:06:31,160 Bitcoin Bitcoin hasn't reacted too well to that. 110 00:06:31,200 --> 00:06:34,080 It it obviously it, it did quite well after the election because 111 00:06:34,080 --> 00:06:37,720 of Trump and and Bitcoin Reserve and all that sort of stuff. 112 00:06:38,440 --> 00:06:41,560 But it's kind of got caught up in this macro sell off ever 113 00:06:41,560 --> 00:06:45,920 since the Fed had that press press conference last month. 114 00:06:46,160 --> 00:06:49,040 And that's been the prevailing headwind from from around here. 115 00:06:49,400 --> 00:06:53,320 So it remains to be seen. A lot of people would point to, 116 00:06:53,680 --> 00:07:01,640 you know, the banana zone so to speak of global exactly the the 117 00:07:01,640 --> 00:07:03,880 concept that global liquidity is going lower. 118 00:07:04,000 --> 00:07:05,440 I wonder if I still have that script. 119 00:07:06,320 --> 00:07:11,000 Do I have that saved? Yeah, this should show global 120 00:07:11,000 --> 00:07:15,760 liquidity actually if I have it. OK, so global liquidity, this is 121 00:07:15,760 --> 00:07:22,280 global liquidity been going down to 2021 kind of from September. 122 00:07:22,280 --> 00:07:24,120 It looked like we were heading back up in terms of global 123 00:07:24,120 --> 00:07:26,880 liquidity and we've actually headed all the way back down 124 00:07:26,880 --> 00:07:30,640 again. So people are going well, there 125 00:07:30,640 --> 00:07:32,400 was this hope that global liquidity would start going back 126 00:07:32,400 --> 00:07:36,000 to here and up, but actually global liquidity has gone down 127 00:07:36,000 --> 00:07:41,280 again, Bitcoins gone higher. That is a breakdown of of what 128 00:07:41,280 --> 00:07:44,840 should have been a trend and we could see some bearishness. 129 00:07:45,600 --> 00:07:48,480 Now, conveniently, we've come up with a new term, which is the 130 00:07:48,480 --> 00:07:51,640 banana singularity. What? 131 00:07:52,680 --> 00:07:54,480 Is that all about? I can't wait to hear that one. 132 00:07:54,920 --> 00:07:57,760 So if the banana zone was really on this figure going higher, 133 00:07:57,760 --> 00:08:00,280 right, global liquidity going higher and it's actually not the 134 00:08:00,280 --> 00:08:02,000 net, it's gone lower and Bitcoin's gone higher. 135 00:08:02,000 --> 00:08:09,120 So now it's AI is going to save us, which I think is also quite 136 00:08:09,120 --> 00:08:10,600 a powerful narrative. We're already kind of seeing 137 00:08:10,600 --> 00:08:13,720 that that that happening in crypto right now, like the most 138 00:08:14,120 --> 00:08:20,120 you're seeing D Phi AI or AI Phi, as I saw today gaming, you 139 00:08:20,120 --> 00:08:27,080 know, because J5 it's all happening AI to make crypto 140 00:08:27,480 --> 00:08:33,240 onboarding easier to to to basically break down a lot of 141 00:08:33,240 --> 00:08:36,200 the issues that we've had with making it easy for people to use 142 00:08:36,200 --> 00:08:39,280 all these different applications as well as doing smart stuff 143 00:08:39,280 --> 00:08:42,600 around trading, making money. These are the rails for 144 00:08:42,600 --> 00:08:43,840 payments, all this sort of stuff. 145 00:08:43,840 --> 00:08:47,840 So we may have found product market fit here and that's the 146 00:08:47,840 --> 00:08:50,400 bull case I really think for for crypto right now because this 147 00:08:50,400 --> 00:08:54,520 one, which is this figure from which since 2021, I mean that 148 00:08:54,520 --> 00:08:56,320 was what was blamed for the whole of this bear market, 149 00:08:56,320 --> 00:08:58,960 right, Global liquidity going lower. 150 00:08:59,440 --> 00:09:03,520 And we started to break out of that on the expectation that 151 00:09:03,520 --> 00:09:05,040 this is about to go higher. And then it hasn't, it's 152 00:09:05,040 --> 00:09:09,080 actually just continued lower. And now it's OK. 153 00:09:09,080 --> 00:09:11,640 Well, actually we've come up with a new narrative and that 154 00:09:11,640 --> 00:09:13,880 may be fine. You know, that may be fine. 155 00:09:13,920 --> 00:09:15,680 But we have, I think we have to be have some intellectual 156 00:09:15,680 --> 00:09:18,600 honesty that, that actually this, this goal liquidity is, 157 00:09:18,720 --> 00:09:22,040 has breaking down the, the macro backdrop that we were hoping for 158 00:09:22,240 --> 00:09:27,680 has not really happened. And that may lead to a low that 159 00:09:27,680 --> 00:09:30,440 may lead to a little bit of a, a messy macro picture. 160 00:09:30,560 --> 00:09:35,040 You know, stronger dollar, lower stocks, higher bond yields for 161 00:09:35,040 --> 00:09:39,960 10 years at 4.7% today. That is very high. 162 00:09:40,080 --> 00:09:47,000 You know, that was, that's kind of where we were at in the, when 163 00:09:47,000 --> 00:09:49,400 everyone was freaking out in 2022, right? 164 00:09:49,880 --> 00:09:52,480 So we're, we're back up to really high levels on the 10 165 00:09:52,480 --> 00:09:55,960 year, albeit the two years down, down quite a lot. 166 00:09:55,960 --> 00:09:59,920 But the 10 years is basically back up to where it's, it's 167 00:09:59,920 --> 00:10:02,160 highs was when everyone was freaking out. 168 00:10:04,400 --> 00:10:09,640 So macro has turned against us in the last few months and 169 00:10:09,640 --> 00:10:12,080 turned pretty aggressively against us, right? 170 00:10:12,080 --> 00:10:15,240 The, the, the 10 year was at 4.6% back then. 171 00:10:15,240 --> 00:10:18,280 And it looked like, you know, at this point we have global 172 00:10:18,280 --> 00:10:22,000 liquidity going high and you have bond yields going lower. 173 00:10:22,360 --> 00:10:25,000 Looks good. And then since about just before 174 00:10:25,000 --> 00:10:27,440 the election, that's all turned, that's all turned. 175 00:10:27,440 --> 00:10:30,640 So I think that you'll see a lot of bearish macro takes. 176 00:10:30,640 --> 00:10:32,000 You've seen that over the last week. 177 00:10:32,040 --> 00:10:34,960 You know, a lot of people being like, you know, we've got to get 178 00:10:34,960 --> 00:10:38,880 out of the market. There is something to be said, 179 00:10:39,280 --> 00:10:41,120 you know, that there was a correlation between this figure 180 00:10:41,120 --> 00:10:46,080 and Bitcoin, like if you could bring up Bitcoin, but that 181 00:10:46,080 --> 00:10:52,760 hasn't largely been the case since 2023, October 2023, where 182 00:10:54,320 --> 00:10:58,720 this figures kept on going lower and Bitcoin was at 28 K and kept 183 00:10:58,720 --> 00:11:00,880 on going higher. So what this tells you here is 184 00:11:00,880 --> 00:11:03,000 that's not the only thing to pay attention to. 185 00:11:04,640 --> 00:11:06,920 It would have been, I think there was some expectation that 186 00:11:06,920 --> 00:11:10,120 this was going to turn during that period, but that doesn't 187 00:11:10,120 --> 00:11:14,240 necessarily mean that you can suddenly say, oh, you know, 188 00:11:14,240 --> 00:11:17,120 global liquidity going lower, Bitcoin should go lower. 189 00:11:18,920 --> 00:11:21,560 So I think what this tells us is that maybe we found product 190 00:11:21,560 --> 00:11:23,800 market fit a little bit better. Maybe we found regulatory 191 00:11:23,800 --> 00:11:25,880 clarity a little bit better. A lot of this has to do with the 192 00:11:25,880 --> 00:11:29,480 Trump administration coming in. And maybe we can diverge a 193 00:11:29,480 --> 00:11:33,320 little bit and and everyone can freak out. 194 00:11:33,800 --> 00:11:38,520 But they haven't been saying that really since, you know, to 195 00:11:38,520 --> 00:11:44,920 be fair, like Bitcoin bottomed in in what was that, 2022? 196 00:11:45,280 --> 00:11:48,240 Yeah. Yeah, Global quiz he's headed 197 00:11:48,240 --> 00:11:49,480 kept on heading lower since then. 198 00:11:49,480 --> 00:11:53,800 So you could argue that maybe over a short term period like 199 00:11:53,800 --> 00:11:56,720 people often bring that up, but that hasn't been the prevailing 200 00:11:56,720 --> 00:11:58,560 factor. And if this continues to go a 201 00:11:58,560 --> 00:12:00,600 little bit lower, it goes a little bit lower. 202 00:12:00,720 --> 00:12:04,560 And we, we, we, but we does mean we completely rely on we found 203 00:12:04,560 --> 00:12:07,320 product market fit with AI. And this is this is going about 204 00:12:07,400 --> 00:12:11,640 to revolutionize crypto here. And that we suddenly have Trump 205 00:12:11,640 --> 00:12:13,160 coming in and we're going to get, you know, we're going to 206 00:12:13,160 --> 00:12:15,360 get the Bitcoin ETF. We've already had the Bitcoin 207 00:12:15,360 --> 00:12:16,400 ETF. We're going to get the salon 208 00:12:16,400 --> 00:12:18,040 ETF. We're going to get the XRPETF 209 00:12:18,480 --> 00:12:21,760 Regulatory landscape is changing because that's really what this 210 00:12:21,760 --> 00:12:23,520 was, right? This was the Bitcoin ETF coming 211 00:12:23,520 --> 00:12:26,440 in. This was regulatory landscape 212 00:12:26,440 --> 00:12:28,920 changing. And now everyone is mentioning, 213 00:12:29,440 --> 00:12:32,320 you know, macro again. Everyone is mentioning macro 214 00:12:32,320 --> 00:12:34,520 again. I'm like literally about to like 215 00:12:34,520 --> 00:12:37,640 mute the macro analysts and unmute the streamers. 216 00:12:39,320 --> 00:12:41,640 But they could have been saying this just put it in perspective. 217 00:12:41,640 --> 00:12:46,720 They they should and they could have been saying this since 2022 218 00:12:46,720 --> 00:12:49,680 and they would have been wrong. So don't just be like, Oh my 219 00:12:49,680 --> 00:12:54,320 God, was completely screwed. Now that that being said, stocks 220 00:12:54,320 --> 00:12:55,720 did go higher during that period as well. 221 00:12:55,720 --> 00:12:57,680 There's definitely a correlation between Bitcoin and stocks. 222 00:12:59,320 --> 00:13:03,320 And ideally we don't get a breakdown here, You know, like 223 00:13:03,840 --> 00:13:06,640 this looks like it's been it's about to break this trend line. 224 00:13:07,400 --> 00:13:12,720 It says the S&P 500 NASDAQ looks the least right in my test 225 00:13:12,840 --> 00:13:16,440 around that trend line. So as long as stocks don't like 226 00:13:16,440 --> 00:13:19,960 completely get decimated, I wouldn't just necessarily focus 227 00:13:19,960 --> 00:13:25,840 on on on global liquidity. That being said, like it may not 228 00:13:25,840 --> 00:13:28,360 be the sort of environment where Bitcoin can go to 200 K anytime 229 00:13:28,360 --> 00:13:29,960 soon. Like I do think Q1's going to be 230 00:13:29,960 --> 00:13:33,560 a period here where we need to work out if stocks actually do 231 00:13:33,560 --> 00:13:38,120 have a bit of a breakdown, if bond yields continue to go 232 00:13:38,120 --> 00:13:40,280 higher. And in that sort of world, like 233 00:13:40,280 --> 00:13:42,520 it's probably not a world where Bitcoin goes to like 100 and 234 00:13:42,520 --> 00:13:47,240 5200 Ki continue to think it's a world where Bitcoin dominance 235 00:13:47,240 --> 00:13:51,160 could get challenged because the if the most interesting stuff in 236 00:13:51,160 --> 00:13:55,600 the market is AI essentially, and we found a new use case. 237 00:13:55,600 --> 00:13:57,840 I do think that that lens and you have like a sign of ETF 238 00:13:57,840 --> 00:13:58,800 coming. All that sort of stuff. 239 00:13:59,440 --> 00:14:03,240 I like I like the L ones more than I like Bitcoin for the 240 00:14:03,240 --> 00:14:06,440 first time in many months, right. 241 00:14:06,440 --> 00:14:10,800 And and but I may be wrong there. 242 00:14:11,280 --> 00:14:15,080 You know, you never really want to say Bitcoin, but for once I 243 00:14:15,080 --> 00:14:19,040 feel as though the macro situation's not as strong for 244 00:14:19,040 --> 00:14:23,120 Bitcoin and it maybe is getting stronger for the use cases of 245 00:14:23,120 --> 00:14:26,160 crypto, the utility side of crypto that for a long time we 246 00:14:26,160 --> 00:14:28,640 we hated. Interesting. 247 00:14:28,880 --> 00:14:31,440 I Tyler, I think you have something to say about that. 248 00:14:31,440 --> 00:14:34,320 Just quickly for people, we go live on video everyday. 249 00:14:34,360 --> 00:14:37,800 So I pin to the top for those who want to look at what Mando 250 00:14:37,800 --> 00:14:39,640 was sharing. You can also obviously like look 251 00:14:39,640 --> 00:14:42,440 at look back at it later. Tyler, seems like you want to 252 00:14:42,440 --> 00:14:45,080 say something. No, I think Mando gets some 253 00:14:45,520 --> 00:14:49,080 terrific analysis there. I think there's some still some 254 00:14:49,080 --> 00:14:50,760 wild cards with what Trump's going to do, right? 255 00:14:50,760 --> 00:14:55,400 Like if the dollar is strong headed into the inauguration is, 256 00:14:55,440 --> 00:14:58,360 you know, is he going to take some early measures against 257 00:14:58,360 --> 00:15:01,720 that? Will that be seen as 258 00:15:01,720 --> 00:15:05,120 inflationary? And then as a has been an impact 259 00:15:05,120 --> 00:15:06,960 of that? We have the inflation narrative 260 00:15:06,960 --> 00:15:10,080 for for Bitcoin and as an inflation head, which has been a 261 00:15:10,080 --> 00:15:12,880 strong one over the last few years. 262 00:15:13,360 --> 00:15:18,000 The other one I tweeted this out yesterday was these traditional 263 00:15:18,000 --> 00:15:22,840 investment advisors continue to increase in numbers who are 264 00:15:22,840 --> 00:15:26,480 telling their clients to divide, go and are starting to allocate. 265 00:15:27,560 --> 00:15:29,120 And there's plenty of room to run. 266 00:15:29,560 --> 00:15:34,040 Like they're up like 100 percent, 150% year over year, 267 00:15:34,040 --> 00:15:37,920 but we're still talking like 20 to 30% of advisors are 268 00:15:37,920 --> 00:15:40,520 recommending. So 56% overall said they're more 269 00:15:40,520 --> 00:15:43,720 likely to allocate because of Trump in office. 270 00:15:43,960 --> 00:15:46,720 When you dig into the numbers, it's actually a bit smaller of 271 00:15:46,720 --> 00:15:50,480 who's actually doing it, which is positive. 272 00:15:50,480 --> 00:15:53,200 And I think we're going to continue to, to see, see growth 273 00:15:53,200 --> 00:15:54,840 here. And this actually matches my 274 00:15:54,840 --> 00:15:56,560 personal experience, which is what I shared in the tweet. 275 00:15:57,120 --> 00:16:00,640 We have a financial advisor who is very anti crypto, won't touch 276 00:16:00,640 --> 00:16:03,120 it. But as we are looking to move 277 00:16:03,120 --> 00:16:06,520 things to, to cash because we're, we're buying a house, he 278 00:16:06,520 --> 00:16:08,200 said, I would not sell crypto here. 279 00:16:08,800 --> 00:16:11,440 I would sell stocks in your portfolio before crypto. 280 00:16:12,200 --> 00:16:14,640 I mean, that's from someone who's totally anti. 281 00:16:14,720 --> 00:16:17,400 So I think people see, and I think that's another narrative 282 00:16:17,400 --> 00:16:18,960 that that people are kind of forgetting about. 283 00:16:18,960 --> 00:16:22,840 Like we talked about this a lot in 2024 early on when the ETF 284 00:16:22,840 --> 00:16:24,480 started coming on this infinite twop. 285 00:16:24,840 --> 00:16:26,400 I think this twop is just getting started. 286 00:16:26,600 --> 00:16:29,760 So I, I, I think that's going to continue to be a part of the 287 00:16:29,760 --> 00:16:32,400 bull case here, But that's longer term and that's not super 288 00:16:32,400 --> 00:16:33,920 near term. And I think you know you know 289 00:16:33,920 --> 00:16:36,480 laid out some of them more than near term Adams you. 290 00:16:36,960 --> 00:16:40,080 Guys want to see my chart. Yeah, you're. 291 00:16:40,560 --> 00:16:43,240 Not going to like it. Or you may maybe it's good for 292 00:16:43,240 --> 00:16:48,360 your other coins sample. Oh, don't do it. 293 00:16:48,440 --> 00:16:50,560 Don't do it to us. I guess it could. 294 00:16:51,080 --> 00:16:52,960 And I don't think that would necessarily be bearish that we 295 00:16:52,960 --> 00:16:54,720 had a whole mean cozy. Bearish. 296 00:16:54,720 --> 00:16:56,400 No, exactly. That means alts. 297 00:16:56,600 --> 00:16:59,960 That means Ethereum, Solana. Your AI coins up. 298 00:17:01,200 --> 00:17:02,800 I don't think I'm maybe not Ethereum. 299 00:17:02,800 --> 00:17:05,440 So I mean Solana did well during that period I guess, but. 300 00:17:06,880 --> 00:17:08,280 Like that's what I'm trying to say. 301 00:17:08,280 --> 00:17:10,440 I'm trying to say mean like higher risk assets. 302 00:17:10,640 --> 00:17:15,680 Like I said, we go if, if 2025 is a hardcore bull market means 303 00:17:15,680 --> 00:17:19,880 we go 1 notch to the left in terms of the bell curve means we 304 00:17:19,880 --> 00:17:25,760 go also 1 notch riskier as investors, meaning risky assets 305 00:17:25,760 --> 00:17:29,760 like the AISBTS and the fart coins and whatever the fuck 306 00:17:29,760 --> 00:17:33,360 you're buying higher. I mean, I mean when I'm buying 307 00:17:33,360 --> 00:17:34,520 higher what you're buying, I don't know. 308 00:17:34,880 --> 00:17:39,600 And then and then Bitcoins range for another. 309 00:17:39,880 --> 00:17:46,120 I mean this would mean another 195 days of chop Bitcoin. 310 00:17:46,120 --> 00:17:49,880 You guys ready for that? I'm potentially ready for it if 311 00:17:49,880 --> 00:17:51,440 I'm being on. So let's let's look back like 312 00:17:51,440 --> 00:17:57,000 when did with have his big run? Well in Q 1/20/25 it was right 313 00:17:57,040 --> 00:18:01,040 after the April, the January dip, like the begin of January 314 00:18:01,040 --> 00:18:04,960 dip and then it went like insane in February. 315 00:18:05,440 --> 00:18:07,880 And when did Bitcoin top? Can you go back to your Bitcoin 316 00:18:07,920 --> 00:18:09,280 chart? I want to see like how it. 317 00:18:09,400 --> 00:18:11,520 It would basically be around the same time and what it would 318 00:18:11,520 --> 00:18:13,960 mean, it would be a rotators market, that's what it would. 319 00:18:14,280 --> 00:18:18,040 It's here, February, February. This is Feb. 320 00:18:18,560 --> 00:18:20,920 This is PEP March. So that's like my Goldilocks 321 00:18:20,920 --> 00:18:25,120 scenario is Bitcoin shops and we see a huge AI meta. 322 00:18:25,320 --> 00:18:29,480 This is literally here. This is February 26th, this pico 323 00:18:29,480 --> 00:18:33,960 top is March 15th, and then that top top, like the mega top was 324 00:18:33,960 --> 00:18:35,720 March 31st. That's my mom's birthday. 325 00:18:36,240 --> 00:18:38,320 RIP. So I sell everything on my mom's 326 00:18:38,320 --> 00:18:41,360 birthday. And that happened in six weeks. 327 00:18:41,680 --> 00:18:43,880 Whenever you see me post about my mom's birthday, sell 328 00:18:43,880 --> 00:18:46,320 everything But yeah, you want Bitcoin chart? 329 00:18:46,320 --> 00:18:50,720 Here you go. So you were what? 330 00:18:50,720 --> 00:18:53,840 What were you referred to? A lot of years #26 literally 331 00:18:54,760 --> 00:18:57,600 that's it. Same fucking day on the money. 332 00:19:00,560 --> 00:19:03,960 So I think the point is like it could be painful for a lots of 333 00:19:03,960 --> 00:19:06,720 different pockets of investors, but you can still have sectors 334 00:19:06,720 --> 00:19:09,240 that outperform, right? If you're in those sectors, it's 335 00:19:09,240 --> 00:19:11,960 great. The absolute best thing you can 336 00:19:11,960 --> 00:19:15,760 do in this market is get a job. If you don't have one in the 337 00:19:15,760 --> 00:19:19,200 industry, don't be full time trader because you're not a 338 00:19:19,200 --> 00:19:20,840 trader. You're not going to outperform 339 00:19:20,840 --> 00:19:24,640 traders or just stay occupied. I think about this all the time. 340 00:19:24,640 --> 00:19:27,880 If I didn't have like our business, I'd be fucking banging 341 00:19:27,880 --> 00:19:30,440 my hat against the wall because My Portfolio has just been 342 00:19:30,440 --> 00:19:33,000 nothing but up, down, up, down, up, down. 343 00:19:33,080 --> 00:19:36,920 And I'm not going to lie, I don't think I'm up much in terms 344 00:19:36,920 --> 00:19:42,080 of like the last year in terms of like pure like net net profit 345 00:19:42,080 --> 00:19:43,840 and capital. I did really good. 346 00:19:44,040 --> 00:19:47,320 And then I've just been kind of stagnant, then lost a fuck ton 347 00:19:47,320 --> 00:19:51,240 of money in summer chop and then won it all back and then just 348 00:19:51,240 --> 00:19:53,320 been stagnant ish again up and down. 349 00:19:54,640 --> 00:19:58,600 JLJLPJL. P Baby, you know. 350 00:19:58,640 --> 00:20:01,720 Maybe a guy, that's what that's what I that's My Portfolio. 351 00:20:01,760 --> 00:20:04,880 Maybe if you were selling JLP instead of GOAT I'd be up, but 352 00:20:06,200 --> 00:20:07,840 we have. Been selling JLP for a lot 353 00:20:07,840 --> 00:20:08,880 longer than we were selling GOAT. 354 00:20:10,200 --> 00:20:14,160 I'm I'm I'm I'm really fucking with you, but you're right and 355 00:20:14,160 --> 00:20:15,760 you're right. And I do think that there's some 356 00:20:15,760 --> 00:20:17,520 this to be said. So anyways, there's a job scene 357 00:20:17,520 --> 00:20:18,600 this morning. I thought that was funny. 358 00:20:18,600 --> 00:20:19,920 Tyler. Also, I loved your post 359 00:20:19,920 --> 00:20:22,000 yesterday. I shared it, but about bitwise 360 00:20:22,000 --> 00:20:24,320 that you just mentioned. Hunter Horsey is a great 361 00:20:24,320 --> 00:20:26,360 follower for his worth. Like if you guys ever like need 362 00:20:26,360 --> 00:20:30,360 a bowl, institutional bowl to follow, just follow the CEO 363 00:20:30,360 --> 00:20:33,760 bitwise this man. He is the best institutional 364 00:20:33,760 --> 00:20:35,000 bowl poster there is in the game. 365 00:20:35,400 --> 00:20:38,600 My opinion like in terms of Tratify, he's the best Tratify 366 00:20:38,600 --> 00:20:42,040 bowl there is and he has actual data like real data. 367 00:20:42,040 --> 00:20:44,400 This guy runs one of the biggest ETFs in the fucking world in the 368 00:20:44,400 --> 00:20:47,760 market, right. So so you know it it's it's 369 00:20:47,800 --> 00:20:50,400 huge. OK, and then Speaking of huge, I 370 00:20:51,280 --> 00:20:52,440 don't know if you guys just saw it. 371 00:20:52,680 --> 00:20:58,240 So started Trump is Trump is a free man themes he beat the 372 00:20:58,240 --> 00:21:02,400 case. It looks like he's getting away. 373 00:21:02,400 --> 00:21:04,280 Let me see where's the news? I just shared it to you guys in 374 00:21:04,280 --> 00:21:07,200 the chat. Trump gets no jail time or 375 00:21:07,200 --> 00:21:11,000 probation in the the hush money case in New York. 376 00:21:12,160 --> 00:21:14,000 How would you OK? Yeah, that just. 377 00:21:14,280 --> 00:21:15,800 A way they could could really do. 378 00:21:16,320 --> 00:21:18,320 I think there was like no way they could have done anything to 379 00:21:18,360 --> 00:21:20,320 him. It's like we he's our incoming 380 00:21:20,320 --> 00:21:21,400 president. Like we kind of. 381 00:21:22,000 --> 00:21:23,800 Yeah, but that's just news, right? 382 00:21:23,800 --> 00:21:28,360 This just came up now right on on the timeline, Lydia, I think 383 00:21:28,360 --> 00:21:30,760 as they open the show. So that's that look, that's that 384 00:21:30,760 --> 00:21:33,040 on the on the on the on the market side. 385 00:21:33,040 --> 00:21:35,160 Let's see, let's see what you got in terms of topics for us 386 00:21:35,160 --> 00:21:48,800 today, Tyler. We've been talking about, but 387 00:21:48,800 --> 00:21:51,520 the top story this jobs report has sent Bitcoin into an 388 00:21:51,520 --> 00:21:54,080 absolute roller coaster. Bottomed yesterday below 92 K 389 00:21:54,080 --> 00:21:57,560 ripped to 95K back to 93 just all over the board here this 390 00:21:57,560 --> 00:21:59,520 morning. We did have some alt winners 391 00:21:59,520 --> 00:22:02,800 earlier this morning. Swede was up 8%, OM was up 5% 392 00:22:03,080 --> 00:22:04,440 maker as well. They may be down. 393 00:22:04,440 --> 00:22:06,280 I haven't checked in the last 30 minutes. 394 00:22:06,440 --> 00:22:11,120 We did have a stablecoin D peg. USD zero stablecoin from usual 395 00:22:11,480 --> 00:22:14,360 fell to 87 cents. There's a bit to unpack there. 396 00:22:15,080 --> 00:22:19,040 It's not just a traditional D peg, but that one was catching 397 00:22:19,040 --> 00:22:21,480 some headlines. We saw mantra they're planning 398 00:22:21,480 --> 00:22:25,560 to tokenize $1 billion in real world assets for a UAE based 399 00:22:25,560 --> 00:22:30,360 property developer DAMAC. So pretty sizable headline 400 00:22:30,360 --> 00:22:32,400 there. Arbitrum developer Off Chain 401 00:22:32,400 --> 00:22:36,760 Labs has hired the former NASDAQ digital assets lead Ira Auerbach 402 00:22:36,760 --> 00:22:39,560 to lead its venture or it's notable higher. 403 00:22:39,560 --> 00:22:42,600 And then the CFTC has asked Coinbase to turn over customer 404 00:22:42,600 --> 00:22:45,520 information related to Polymarket as a part of its 405 00:22:45,520 --> 00:22:47,400 investigation. So that was a big subpoena. 406 00:22:47,720 --> 00:22:49,840 In token AirDrop recall news, a couple headlines. 407 00:22:49,840 --> 00:22:52,880 Fancy top introduced a new game called Moon Shot Coin Rush. 408 00:22:53,280 --> 00:22:55,760 Players can pay $5 entry and compete to see who can make the 409 00:22:55,760 --> 00:22:58,840 best 24 hour meme coin portfolio. 410 00:22:58,840 --> 00:23:00,800 So low sticks way to compete for prizes. 411 00:23:01,120 --> 00:23:05,280 Bear chain decks Ooga Booga also announced a $1.5 million raise 412 00:23:06,720 --> 00:23:10,080 led by Primal. In AI news folks, it's been 413 00:23:10,080 --> 00:23:12,520 another roller coaster. So the overall market cap had 414 00:23:12,520 --> 00:23:16,640 rebounded a full 10% before this Bitcoin dip. 415 00:23:16,640 --> 00:23:19,840 It looks like it's back down to about 14.4 billion. 416 00:23:19,840 --> 00:23:22,280 So it's shaved a billion or so off, but still up from 417 00:23:22,280 --> 00:23:27,000 yesterday. Leaders are slightly green here. 418 00:23:27,600 --> 00:23:29,120 AI16Z. Oh, they're mixed. 419 00:23:29,120 --> 00:23:31,120 So virtuals is down, fart coins down. 420 00:23:31,120 --> 00:23:35,080 But AI16Z. AIXBT is up because Binance now 421 00:23:35,080 --> 00:23:41,360 spot listings for AIXBT Cookie and C GB TCGPT, each of which 422 00:23:41,360 --> 00:23:44,080 absolutely soared about 30 to 60%. 423 00:23:44,440 --> 00:23:48,600 Some other top movers on the day Pippin, ABB, Leah, Fava and 424 00:23:48,600 --> 00:23:51,000 Roparito. A few new token launches. 425 00:23:51,000 --> 00:23:56,360 This Biosphere token ran to $20 million and its debut that is an 426 00:23:56,360 --> 00:24:00,000 open-ended agent evolution arena where AI agents can interact and 427 00:24:00,000 --> 00:24:02,640 text in the sandbox. That's similar to the game token 428 00:24:02,640 --> 00:24:05,160 on virtuals. Then also this new token Stealth 429 00:24:05,600 --> 00:24:08,800 ran to 14 million in its debut is tied to an AI agent gaming 430 00:24:08,800 --> 00:24:11,280 framework, Immersive Roblox Experiences. 431 00:24:11,520 --> 00:24:16,200 We also saw Ronin debut its first AI agent Jehos, which 432 00:24:16,200 --> 00:24:19,760 soared like 25,000,000 in its debut this morning on virtuals. 433 00:24:20,320 --> 00:24:23,520 Other than that, we saw Eliza expand to 8 chain leading to 434 00:24:23,520 --> 00:24:28,680 Shaw calling it AIP E chain AI chain Shaw. 435 00:24:29,440 --> 00:24:32,480 Me motherfucker. OK, we'll, we'll, we'll give you 436 00:24:32,480 --> 00:24:38,000 the the credit for a rounding this out. 437 00:24:38,000 --> 00:24:40,480 Meme coin majors. They were green this morning. 438 00:24:40,480 --> 00:24:42,560 We'll see. It looks like they're starting 439 00:24:42,560 --> 00:24:45,120 to flip red. Not a huge surprise there. 440 00:24:45,600 --> 00:24:47,200 ETH leaders were red and then we got caught. 441 00:24:47,200 --> 00:24:52,720 Kaido, Kaido Genesis up 40% to 7 1/2 ETH, she's nearly 20. 442 00:24:52,840 --> 00:24:58,280 That's like $25,000. So that is a notable run there. 443 00:24:59,120 --> 00:25:02,320 And there's also been an increase of NFT activity over on 444 00:25:02,320 --> 00:25:04,760 Ape Chain, So we might have to chat about. 445 00:25:04,760 --> 00:25:06,440 That what's going on there? What? 446 00:25:06,560 --> 00:25:08,760 So let's start there, right? Because first of all, Tyler, I'm 447 00:25:08,760 --> 00:25:10,880 very disappointed. I'm very disappointed. 448 00:25:11,160 --> 00:25:12,920 OK? Anything to pump your fucking 449 00:25:12,960 --> 00:25:15,000 AI16Z bags, huh? Sean? 450 00:25:15,040 --> 00:25:17,640 Didn't Sean didn't come up with AIP chain. 451 00:25:18,800 --> 00:25:24,640 I did OK I'm I'm offended actually I hope he didn't I'm 452 00:25:24,640 --> 00:25:25,840 saying this maybe he tweeted before me. 453 00:25:25,840 --> 00:25:29,560 I doubt it that I came up with. I came up anyways, I'll. 454 00:25:29,680 --> 00:25:32,360 Have to check the the X chain. Did you tweet it before him? 455 00:25:32,360 --> 00:25:34,160 He did tweet it. Where did he tweet it? 456 00:25:34,160 --> 00:25:35,440 Let's let's go find out right now. 457 00:25:35,800 --> 00:25:39,480 I didn't see him tweet it. Did he tweet tweet it or did he 458 00:25:39,480 --> 00:25:41,000 reply to it? I'm going to find it right now. 459 00:25:42,360 --> 00:25:45,120 Let's take this to X. It was a tweet or a retweet. 460 00:25:45,840 --> 00:25:48,720 All right, where is it? Damn, He does tweet a lot, man. 461 00:25:48,920 --> 00:25:51,040 Jesus. Wow. 462 00:25:51,040 --> 00:25:54,040 God damn. Yeah, he does tweet a lot, dude, 463 00:25:54,720 --> 00:25:57,960 not going to lie. Can't find it. 464 00:25:58,160 --> 00:26:00,680 Anyways, while I look for that, why don't you run us through the 465 00:26:00,680 --> 00:26:04,680 news Do. You want to start over on ape 466 00:26:04,680 --> 00:26:07,720 chain with ape chain. Stuff feel we're at it, may as 467 00:26:07,720 --> 00:26:11,520 well. Effectively there's just been an 468 00:26:11,520 --> 00:26:15,480 NFT rush over on ape chain. I don't know that I I 469 00:26:15,480 --> 00:26:20,360 necessarily saw it coming this like if you look at the seven 470 00:26:20,360 --> 00:26:25,960 day change percentages like this gobs on ape tokens up 400% it's 471 00:26:25,960 --> 00:26:28,920 at 1600 eighth floor. I wish if ape is like right 472 00:26:28,920 --> 00:26:30,720 around the dollar. So I'm not that's over half an 473 00:26:30,720 --> 00:26:34,120 eighth it hit 3008. So I mean that's a one eighth 474 00:26:34,120 --> 00:26:36,760 floor. It's like that that's it's a 475 00:26:36,760 --> 00:26:39,680 pretty sizable run for a new IFD launch. 476 00:26:39,680 --> 00:26:42,320 We have to these chimp Denzas are up 150%. 477 00:26:42,320 --> 00:26:45,320 They're at a 5008 floor. Chimp Denzas. 478 00:26:46,200 --> 00:26:51,520 Yeah, filched by a, filched by floor and then floor price. 479 00:26:51,520 --> 00:26:57,640 And you can see some jobs on APE just if you can go down this 480 00:26:57,640 --> 00:27:00,520 list, they're all up like 40 to 100 or 200%. 481 00:27:00,520 --> 00:27:04,520 So there's clearly a pocket of traders who, who are are diving 482 00:27:04,520 --> 00:27:07,560 into these and they're running up and they're stacking some 483 00:27:07,560 --> 00:27:10,920 Apcorn over there. So that's, that's Part 1 of the 484 00:27:10,920 --> 00:27:14,800 news that that kind of ape coin ape ecosystem than the other 485 00:27:14,800 --> 00:27:15,880 one. We, we, we gave talked about on 486 00:27:15,880 --> 00:27:19,000 the show a day or so ago. But that's the the metaverse is 487 00:27:19,000 --> 00:27:21,680 coming. Oh, I saw that and. 488 00:27:22,400 --> 00:27:25,000 It's going to be persistent. So I think that which means it's 489 00:27:25,000 --> 00:27:30,640 no longer event based parties, it is going to be ongoing and 490 00:27:30,640 --> 00:27:33,960 live and. Can you see my screen? 491 00:27:33,960 --> 00:27:37,760 I I lost you guys. I can't see anything. 492 00:27:37,760 --> 00:27:38,480 Sorry. Keep going. 493 00:27:38,680 --> 00:27:42,560 Oh, it lost signal. Yeah, and that's a huge event, 494 00:27:42,640 --> 00:27:44,240 right? That's going to be, I feel like 495 00:27:44,960 --> 00:27:50,080 what, 2 1/2 years since the other side meant one of the more 496 00:27:50,080 --> 00:27:55,560 notable mints in NFT crypto history shut down the Ethereum 497 00:27:55,560 --> 00:27:59,960 blockchain for hours to meet S fees to mint those things. 498 00:28:00,840 --> 00:28:03,480 What hundreds of millions of dollars raised, hundreds of 499 00:28:03,480 --> 00:28:06,240 millions of dollars burned. I believe I kind of forget the 500 00:28:06,320 --> 00:28:08,920 the totals. It's all culminating in this 501 00:28:08,920 --> 00:28:13,480 metaverse, right? So people are going to give them 502 00:28:13,480 --> 00:28:15,400 leeway. It's not like this June launch 503 00:28:15,400 --> 00:28:17,680 is totally make it or break it. But I think we are kind of 504 00:28:17,680 --> 00:28:19,040 getting to that point, right? Like this. 505 00:28:19,120 --> 00:28:22,600 The metaverse is a big it's basically the met other side and 506 00:28:22,600 --> 00:28:24,440 ape chain, right? Those are the two main focus 507 00:28:24,440 --> 00:28:27,440 areas that that I that I see. And perhaps there's apes out 508 00:28:27,440 --> 00:28:29,920 there who, who could enlighten me if there's a bit more. 509 00:28:29,920 --> 00:28:32,160 But it seems like those are the two focus areas, right? 510 00:28:32,160 --> 00:28:33,440 And Ape Chain is having some success. 511 00:28:34,200 --> 00:28:35,680 I think a lot of folks are waiting on the other side. 512 00:28:36,320 --> 00:28:39,160 Yeah, 100%. What do you think, Mendo? 513 00:28:40,400 --> 00:28:43,560 Well, all this, all this stuff, I think AI on, I think every L2 514 00:28:43,560 --> 00:28:45,720 is going to write around jump on this AI stuff, right? 515 00:28:45,840 --> 00:28:50,560 I think it's smart. Yeah, probably AI is going to. 516 00:28:50,560 --> 00:28:55,480 I've said it's going to save everyone's bags, like everyone 517 00:28:55,480 --> 00:28:57,800 who had an underperforming token is now thinking, how can I make 518 00:28:57,800 --> 00:28:59,560 it more AI? Trust me on that. 519 00:28:59,720 --> 00:29:04,360 Like for D5 or for gaming for Deep In I'm trying to think of 520 00:29:04,360 --> 00:29:06,520 every other narrative will now shift towards AI. 521 00:29:08,200 --> 00:29:10,240 There you go. I mean excuse for gaming, I 522 00:29:10,240 --> 00:29:12,360 mean, so metaverse and gaming are kind of the same bucket, 523 00:29:12,360 --> 00:29:17,240 right? So now how can you power your 524 00:29:17,440 --> 00:29:22,840 ape PFP in the other side Metaverse with AI, right? 525 00:29:22,840 --> 00:29:24,880 Looks like and they've got Eliza over there. 526 00:29:24,880 --> 00:29:28,040 So like they've got new angles and new twists to pump and 527 00:29:28,200 --> 00:29:29,800 everything is just more interesting and there's more 528 00:29:29,800 --> 00:29:31,480 possibilities. It is. 529 00:29:31,720 --> 00:29:33,240 I got shobbied by three hours, by the way. 530 00:29:33,880 --> 00:29:42,040 Anyways, so petty excuse this. There's a lot of stuff going on 531 00:29:42,040 --> 00:29:43,120 there. So look, proof. 532 00:29:43,120 --> 00:29:45,560 Proof is in the pudding. There is money to be made right? 533 00:29:45,560 --> 00:29:48,280 If you just gotta, you just gotta really be deep there, deep 534 00:29:48,280 --> 00:29:52,280 down in the trenches and willing to to hop chains and and play 535 00:29:52,280 --> 00:29:55,120 around in different ecosystems over here. 536 00:29:55,120 --> 00:29:56,760 So love to see that. Tyler, what else? 537 00:29:56,760 --> 00:29:59,160 What else you got going on? I know I I had one. 538 00:29:59,840 --> 00:30:02,520 Someone in my reply is asking about this Kaido Genesis NFT if 539 00:30:02,520 --> 00:30:04,080 we could talk about it A. Little bit let's talk about. 540 00:30:04,320 --> 00:30:07,360 It so I think the news is it ran to seven and a half feet floor 541 00:30:07,360 --> 00:30:09,880 100%. It's up 88% of the week. 542 00:30:09,880 --> 00:30:14,800 So this is a one of the biggest runners in all of NFTS right 543 00:30:14,800 --> 00:30:18,520 now. These meant 0.1 ETH to anyone 544 00:30:18,520 --> 00:30:23,240 who was on the the white list. Also the the Kaido team said 545 00:30:23,240 --> 00:30:25,880 they would use the proceeds and give them back to the community. 546 00:30:26,320 --> 00:30:30,560 So check your wallets. They sent 0.2 wheat to the top 547 00:30:30,560 --> 00:30:36,960 500 yappers this morning. Point what 0.2600 and 50 bucks. 548 00:30:37,760 --> 00:30:41,200 They sent that out to all the top 500 yappers. 549 00:30:41,200 --> 00:30:43,480 I think the 500 to 1000 got .1 ETH. 550 00:30:44,080 --> 00:30:46,040 So they're they're giving back to their community. 551 00:30:46,880 --> 00:30:49,560 I think folks are probably are familiar with the Kaido 552 00:30:49,680 --> 00:30:51,000 protocol. If you're not familiar, they are 553 00:30:51,000 --> 00:30:53,440 kind of the ones who coined this mindshare term that has become 554 00:30:53,440 --> 00:30:57,200 so prevalent across crypto Twitter with their their good 555 00:30:57,200 --> 00:31:01,120 visualizations. I think they're you, you 100%. 556 00:31:01,120 --> 00:31:02,560 If you've logged into crypto Twitter, you've seen their 557 00:31:02,560 --> 00:31:05,320 visualizations with big blocks of, you know, percentage 558 00:31:05,680 --> 00:31:10,040 basically attention on Twitter. They measure people, which I 559 00:31:10,040 --> 00:31:12,880 think some of have said is not as novel, right? 560 00:31:12,880 --> 00:31:14,800 We we've had that those prior protocols. 561 00:31:14,800 --> 00:31:17,000 Back in the. And it inspected that. 562 00:31:17,280 --> 00:31:21,240 But I think what is more novel is the the tracking of tokens 563 00:31:21,240 --> 00:31:23,360 and topics. Look at you, Tyler. 564 00:31:23,600 --> 00:31:25,600 Look at you right there with Michael Saylor. 565 00:31:26,640 --> 00:31:29,160 Look at that Tyler. You're neck and neck with 566 00:31:29,160 --> 00:31:31,920 Michael Saylor. All right, feel feels accurate. 567 00:31:32,080 --> 00:31:34,520 And though we're washed, dude, we're not in top 100. 568 00:31:35,080 --> 00:31:38,000 You guys don't EP enough I can tell as your fantasy card 569 00:31:38,040 --> 00:31:41,400 holders owner. Yeah, we're, we're, we need a, 570 00:31:41,520 --> 00:31:43,120 you know, we need to step the game up. 571 00:31:43,400 --> 00:31:47,960 You know, I need to tweet breaking this NFT sold for like 572 00:31:47,960 --> 00:31:50,040 100K every day. Now I'm going to do that. 573 00:31:50,280 --> 00:31:56,320 But what's interesting about this NFT run is it seems to be 574 00:31:56,320 --> 00:31:58,800 fueled by speculation around their token. 575 00:31:58,800 --> 00:32:01,880 The Kaido token that's coming there, There's no information. 576 00:32:01,880 --> 00:32:05,600 We don't know what it means. People think these NFTS will get 577 00:32:05,600 --> 00:32:08,440 a good chunk of the tokens. Why the token is more 578 00:32:08,440 --> 00:32:12,440 interesting is because Cookie, the other analytics platform, 579 00:32:12,440 --> 00:32:15,120 which I feel like it's kind of piggybacking off of Kaido's 580 00:32:15,120 --> 00:32:16,480 tech. Of course. 581 00:32:18,000 --> 00:32:20,960 Is now at a $200 million token after being listed on Binance. 582 00:32:21,320 --> 00:32:24,560 So cookies is one of the single biggest winners of the day. 583 00:32:25,920 --> 00:32:28,520 And I think if you're a Kaido holder and you're saying, oh, 584 00:32:28,520 --> 00:32:32,800 cookies at 200 million, why can't Kaido go to 200 million in 585 00:32:32,840 --> 00:32:34,720 in fact, I would say probably has a higher ceiling. 586 00:32:34,880 --> 00:32:36,120 Well. Billion. 587 00:32:36,280 --> 00:32:38,360 At this stage, if you're comparing, you're doing comp 588 00:32:38,360 --> 00:32:41,360 right? And that's no offense, Cookie. 589 00:32:41,480 --> 00:32:44,000 Cookie has done a tremendous job capitalizing on the space like 590 00:32:44,000 --> 00:32:46,480 they're they're one of the go to dashboards, but I think 591 00:32:46,480 --> 00:32:49,280 objectively kind of has a bigger reach than Cookie does. 592 00:32:49,440 --> 00:32:51,960 I would. Say this is pretty crazy though. 593 00:32:51,960 --> 00:32:53,960 Let's stop on this for a second because yesterday I was going to 594 00:32:53,960 --> 00:32:56,480 ask you as when is Binance going to spot list memes again? 595 00:32:56,960 --> 00:33:00,120 Well the the answer was today. Yes, I was thinking about this a 596 00:33:00,120 --> 00:33:05,400 little bit. AIXBTCGPT and Cookie spot listed 597 00:33:06,320 --> 00:33:09,640 full on spot listing on on Binance. 598 00:33:09,640 --> 00:33:12,800 It's pretty big. Binance may have just saved 599 00:33:13,680 --> 00:33:16,280 saved AI here in the in this hyper near term. 600 00:33:18,240 --> 00:33:20,520 It's like we hadn't seen any spotless things for, well, 601 00:33:20,920 --> 00:33:22,320 weeks, right? So like we were just getting the 602 00:33:22,320 --> 00:33:25,680 perps, the perps, everything was getting shorted to death and it 603 00:33:25,680 --> 00:33:29,240 was all going down. And then I mean AIXPTI was 604 00:33:29,240 --> 00:33:32,120 tracking it last night. It was down to like 380 down to 605 00:33:32,120 --> 00:33:35,480 580 on this headline. So that so that was a full fixed 606 00:33:35,600 --> 00:33:38,040 different move. It's getting hit a bit right 607 00:33:38,040 --> 00:33:41,000 now. I-20 a little bit of a red 608 00:33:41,000 --> 00:33:43,560 candle with with the the sell off this morning, but I'm not 609 00:33:43,560 --> 00:33:51,880 still a huge reversal, right. And the bull case for AIXPTI 610 00:33:51,880 --> 00:33:54,840 mean being one of the 1st. So this is the first group of AI 611 00:33:54,840 --> 00:33:59,400 tokens spot listed on Binance and everyone knows. 612 00:33:59,400 --> 00:34:01,840 If you're in the space check you know what AIXPT is. 613 00:34:02,280 --> 00:34:04,360 Of course. Dominating mindshare it's got 614 00:34:04,360 --> 00:34:07,160 the Binance listing we've we've shared on the show. 615 00:34:07,160 --> 00:34:09,800 I think it's trading at the medic value over utility value 616 00:34:09,800 --> 00:34:12,280 and that's probably a good thing if you're a holder because the 617 00:34:12,280 --> 00:34:15,840 ceiling on the neck value is much higher the the the terminal 618 00:34:15,840 --> 00:34:19,040 is already too expensive. We we already know that but the 619 00:34:19,040 --> 00:34:24,080 value of the number one crypto Twitter KOL that dominates all 620 00:34:24,080 --> 00:34:26,560 mindshare. I've raised my fingers. 621 00:34:26,560 --> 00:34:29,320 I think it can still 5X from. Here fully diluted on cookies 622 00:34:29,320 --> 00:34:34,480 500 millibro. Cookie but it's had this token 623 00:34:34,480 --> 00:34:36,000 for a while. It's like I don't. 624 00:34:37,080 --> 00:34:39,719 How far back does this go? It goes back dude. 625 00:34:40,000 --> 00:34:42,000 So clearly there there's something else happening with 626 00:34:42,000 --> 00:34:44,880 this, this team in this. In June. 627 00:34:45,520 --> 00:34:47,800 Because their dash their their AI dashboard I think didn't 628 00:34:47,800 --> 00:34:49,920 really come out till like late November. 629 00:34:51,199 --> 00:34:54,960 Maybe I'm wrong about that? Yeah, I'm not too sure. 630 00:34:54,960 --> 00:34:56,920 And then the third one was what C? 631 00:34:57,120 --> 00:34:59,600 GPT I I This one wasn't even on my radar. 632 00:34:59,600 --> 00:35:00,840 I don't know what it is. Oh me. 633 00:35:00,920 --> 00:35:02,040 Neither. What is that? 634 00:35:02,600 --> 00:35:06,560 It's also a BSc token SO2BS. I see, so they're listing 635 00:35:06,560 --> 00:35:08,760 Binance coins. Look at that candle. 636 00:35:09,000 --> 00:35:13,840 Bro Crime never takes a break over at Binance HQ. 637 00:35:15,520 --> 00:35:18,360 First 3 AI tokens listed were Binance Smart Chain tokens. 638 00:35:18,720 --> 00:35:24,120 Dude that is so funny on so the all the AI they've listed 2 are 639 00:35:24,120 --> 00:35:28,560 BSc and one is literally they got paid like 1020% of supply to 640 00:35:28,560 --> 00:35:32,960 list act this and it's been down only since the token nobody's 641 00:35:32,960 --> 00:35:34,800 ever heard about before that. What? 642 00:35:34,880 --> 00:35:37,520 What do we think's next? Incredible form. 643 00:35:37,520 --> 00:35:40,840 I don't know you whatever token has the most like supply control 644 00:35:40,840 --> 00:35:43,480 by founders and that Binance is going to take so it can dump on 645 00:35:43,480 --> 00:35:46,240 you guys. Well, but AXBT like is the 646 00:35:46,240 --> 00:35:48,200 exception, right? So like the the I don't think 647 00:35:48,200 --> 00:35:50,080 they, I mean, I don't know. What do we know? 648 00:35:50,360 --> 00:35:51,920 I'm not saying they do. I'm just saying, what do we 649 00:35:51,960 --> 00:35:54,720 know? You know, I don't know. 650 00:35:54,960 --> 00:35:57,640 More of an organic listing, but again, I kind of, I don't know. 651 00:35:57,640 --> 00:36:00,080 I agree, though I agree it's that the XBT one's probably more 652 00:36:00,080 --> 00:36:00,920 organic. It makes sense. 653 00:36:00,920 --> 00:36:02,600 I mean more organic, like, of course, we're never going to 654 00:36:02,600 --> 00:36:06,720 guess like the the ACT, like the the CBGBT, but of like the top 655 00:36:06,720 --> 00:36:09,280 ten, like what do we think it's listed next? 656 00:36:10,080 --> 00:36:11,720 An interesting. Question. 657 00:36:12,720 --> 00:36:15,440 I mean you'd think fartcoin goat keep. 658 00:36:16,120 --> 00:36:19,920 Thinking of. Fart Griffin, you think of 659 00:36:19,920 --> 00:36:22,560 those, right? I fartcoin for me is the most 660 00:36:22,560 --> 00:36:25,800 obvious one, but I don't know. What do you think, Mandel? 661 00:36:26,200 --> 00:36:28,240 I know what he's going to say. Let's look at volume. 662 00:36:29,120 --> 00:36:32,800 I was surprised they listed a XAIXBT if I'm honest, but first. 663 00:36:33,240 --> 00:36:36,520 One, it is surprising. Because at the at the perps 664 00:36:36,520 --> 00:36:38,160 volumes it's definitely not been highest. 665 00:36:39,560 --> 00:36:42,640 They didn't list virtuals which I thought was crazy to to list 666 00:36:42,640 --> 00:36:45,720 AIXBT and not virtuals. But I think the the the actual 667 00:36:45,720 --> 00:36:50,800 tag they have the C tag is generally for like lower cap 668 00:36:50,800 --> 00:36:57,000 projects. So maybe I don't know, maybe 669 00:36:57,000 --> 00:36:58,720 virtual's didn't didn't make it there. 670 00:36:58,720 --> 00:37:02,560 But I think we are now going to hopefully see spot listings for 671 00:37:02,560 --> 00:37:04,080 all the major. Yeah. 672 00:37:04,760 --> 00:37:07,360 All the major tokens. Isn't surprising though, like 673 00:37:07,360 --> 00:37:09,760 honestly all this time we've been waiting on GOAT because 674 00:37:09,760 --> 00:37:12,840 GOAT was the first one to get pervs and the first one to get 675 00:37:13,080 --> 00:37:15,280 articles written about and the first one to get a bunch of 676 00:37:15,280 --> 00:37:16,520 shit. I have none of it right And you 677 00:37:16,520 --> 00:37:17,680 know how you feel about the coin anyways. 678 00:37:17,680 --> 00:37:20,680 But it's like crazy that they pick other stuff or I I just 679 00:37:20,680 --> 00:37:23,880 don't understand the process. Also behind picking all these 680 00:37:23,880 --> 00:37:26,240 listings, but I guess we'll never really understand it. 681 00:37:26,720 --> 00:37:28,560 It's. Crazy that Coinbase hasn't 682 00:37:28,560 --> 00:37:32,240 listed listed AI. What is going on with Coinbase? 683 00:37:32,240 --> 00:37:37,600 Like I, I, I don't know these the I'm like personally 684 00:37:37,600 --> 00:37:40,080 speaking, I'm really tired of the whole game. 685 00:37:40,560 --> 00:37:42,080 I know it depends on it. I get it. 686 00:37:42,080 --> 00:37:46,480 You got to play it. I guess it's I'm just I'm I'm 687 00:37:46,480 --> 00:37:48,560 there's a few things I'm really tired of in this industry and 688 00:37:48,560 --> 00:37:52,640 one of them is like how T1 exchanges and T1 VCs matter. 689 00:37:53,520 --> 00:37:56,040 Like anyway, it's a lot of conversation that we can have, 690 00:37:56,640 --> 00:37:59,600 but it's just if. You could pull up the virtual 691 00:37:59,600 --> 00:38:01,200 chart for a second. I think what's actually even 692 00:38:01,200 --> 00:38:03,320 more impressive about the XPT move? 693 00:38:03,920 --> 00:38:07,480 Benny. Is despite the this this draw 694 00:38:07,520 --> 00:38:11,400 down in virtual. I brought Benny up, but Benny 695 00:38:11,400 --> 00:38:14,040 give it. But go, go ahead, go ahead 696 00:38:14,040 --> 00:38:15,960 virtual. Where do you see a virtual token 697 00:38:16,200 --> 00:38:17,360 chart? There it is. 698 00:38:17,360 --> 00:38:20,120 There you go. So I mean this thing hit five 699 00:38:20,120 --> 00:38:23,560 and it's down to three. So it's down a full 40%. 700 00:38:25,040 --> 00:38:28,880 And if and basically what happens is typically since the 701 00:38:28,920 --> 00:38:32,960 the virtual tokens are all kind of priced in virtuals, like when 702 00:38:32,960 --> 00:38:36,520 virtual take a huge hit, they take a hit as well. 703 00:38:36,840 --> 00:38:40,200 So master currency is down 40%, but AIXPT is up. 704 00:38:40,400 --> 00:38:42,400 And of course now it's got all the Binance liquidity and that's 705 00:38:42,400 --> 00:38:44,520 what's driving it. But that is notable. 706 00:38:44,520 --> 00:38:47,400 But also what that means is that virtual does rebound, right? 707 00:38:47,400 --> 00:38:50,360 Like that's another potential tailwind even if like that, 708 00:38:50,360 --> 00:38:52,760 that's a tailwind that could potentially drive a XPT and the 709 00:38:52,760 --> 00:38:56,280 other virtuals even without their own tailwinds. 710 00:38:56,280 --> 00:39:00,040 So another potential bull lever. Interesting that's. 711 00:39:00,200 --> 00:39:01,960 The proper draw down it's like is that a bull? 712 00:39:01,960 --> 00:39:03,000 Flag. Is that what it is? 713 00:39:04,360 --> 00:39:08,360 Just kidding. Yeah. 714 00:39:08,360 --> 00:39:10,040 I mean, look at this is interesting, Tyler. 715 00:39:10,040 --> 00:39:13,040 Did I did I did I miss anything? I mean, we talked about the ape 716 00:39:13,040 --> 00:39:16,360 coin stuff. We talked about, you know, the 717 00:39:16,360 --> 00:39:19,800 the spotless thing still on the AI coins, job reports, all that 718 00:39:19,800 --> 00:39:23,800 good stuff. I thought the polymarket stuff 719 00:39:23,800 --> 00:39:26,240 is insane, personally speaking. I shared it in the chat, but 720 00:39:26,240 --> 00:39:27,640 obviously we covered it on the crib. 721 00:39:27,640 --> 00:39:34,240 But so now they are making Coinbase hand over the data and 722 00:39:34,240 --> 00:39:39,040 information of US customers that sent money to fund their 723 00:39:39,040 --> 00:39:45,080 polymarket accounts. It's pretty intense, yeah, if 724 00:39:45,080 --> 00:39:49,520 you ask me on that front. So they're really fully coming 725 00:39:49,520 --> 00:39:52,920 after it. What do you guys think about 726 00:39:52,920 --> 00:39:54,800 that? It's pretty intense. 727 00:39:54,800 --> 00:39:57,120 It's pretty wild. It's intense. 728 00:39:57,120 --> 00:39:58,720 It's. It's hardcore. 729 00:39:59,280 --> 00:40:02,000 And I think, I think a lot of people funded their wallets that 730 00:40:02,000 --> 00:40:04,480 way because it was easier because if to fund it on chain, 731 00:40:04,480 --> 00:40:06,480 you had to go through a pretty painful process. 732 00:40:06,480 --> 00:40:10,160 You had to Polygon, you had to make sure you had the Poly 733 00:40:10,160 --> 00:40:12,440 token. So a lot of people just bypassed 734 00:40:12,440 --> 00:40:15,600 that. But I mean, it's not great. 735 00:40:16,040 --> 00:40:19,320 Yeah, it's, I don't know, it's it's pretty intense. 736 00:40:19,320 --> 00:40:21,400 This Biden administration is really going all the way in 737 00:40:21,400 --> 00:40:23,320 right till the last day we're. Just get them out. 738 00:40:23,560 --> 00:40:25,960 It doesn't really matter. Oh, there he is. 739 00:40:26,440 --> 00:40:29,720 On that note, before we get to a Robert loot box spins raffle 740 00:40:29,760 --> 00:40:33,400 book replies. The code is NFPNFP. 741 00:40:34,400 --> 00:40:37,680 Is the code Benny? You know, I, I figured it 742 00:40:37,680 --> 00:40:41,000 smelled like bitching here too much, so I wanted to bring Benny 743 00:40:41,640 --> 00:40:44,320 up on to give you to wake the people up. 744 00:40:44,320 --> 00:40:45,960 Benny. Needs to wake up. 745 00:40:46,320 --> 00:40:50,520 It's time. All of you are too bearish. 746 00:40:50,640 --> 00:40:52,600 Do you see where I am? Look at this. 747 00:40:52,840 --> 00:40:57,600 These are the boxes that I'm packing in my basement as I sell 748 00:40:57,600 --> 00:41:00,120 my house and put it all into crypto. 749 00:41:01,040 --> 00:41:03,080 OK. And you are all sitting there 750 00:41:03,080 --> 00:41:06,640 like 20%. It's not a time to think about 751 00:41:06,640 --> 00:41:09,320 percentages. It's a time to think about the 752 00:41:09,320 --> 00:41:13,440 future. We aren't just going to 5 753 00:41:13,440 --> 00:41:14,440 trillion. Where are we going? 754 00:41:14,640 --> 00:41:18,240 Tell them for. We're going to a trillion, $100 755 00:41:18,240 --> 00:41:20,920 trillion, a hundred. Trillion dollars. 756 00:41:21,160 --> 00:41:22,560 You want to and you don't have to. 757 00:41:22,560 --> 00:41:24,040 Believe me. That's fine. 758 00:41:24,360 --> 00:41:28,400 You could stay poor the rest of your life, it's not my problem. 759 00:41:28,960 --> 00:41:32,640 This is a once in a lifetime opportunity to get generational 760 00:41:32,640 --> 00:41:34,960 wealth. All you have to do is put your 761 00:41:34,960 --> 00:41:39,160 nuts on the table and believe in something instead of crying 762 00:41:39,240 --> 00:41:42,640 about dips. This isn't how we go into a bull 763 00:41:42,640 --> 00:41:44,600 market. We don't go half assed. 764 00:41:44,720 --> 00:41:46,480 We don't we have to believe in something. 765 00:41:46,920 --> 00:41:49,560 This is ridiculous. I mean, think about it. 766 00:41:49,720 --> 00:41:52,760 Everybody's all scared, right? The sitting president of the 767 00:41:52,760 --> 00:41:55,320 United States of America owns wrecked coin. 768 00:41:55,640 --> 00:41:59,040 Does anybody understand this? He owned a meme coin. 769 00:41:59,120 --> 00:42:02,440 He has his own coin. You think he's going to not 770 00:42:02,560 --> 00:42:05,520 protect Polymarket? They roted him in. 771 00:42:06,320 --> 00:42:10,000 This is guys. All bets are off the table. 772 00:42:10,920 --> 00:42:15,040 Freedom. Freedom to transact, freedom to 773 00:42:15,040 --> 00:42:18,960 buy, freedom to get watches, freedom to do anything. 774 00:42:19,240 --> 00:42:20,520 All of you. Guess what? 775 00:42:21,000 --> 00:42:22,640 All of you are getting girlfriends. 776 00:42:22,920 --> 00:42:25,280 This is the cycle where you all get girlfriends. 777 00:42:25,600 --> 00:42:27,960 It's time. It's time to get out of your 778 00:42:27,960 --> 00:42:30,160 basement. It's time to believe in your 779 00:42:30,160 --> 00:42:34,400 wallets. Go outside and smell the fresh 780 00:42:34,440 --> 00:42:39,400 air and realize that this is the future and that's it. 781 00:42:40,080 --> 00:42:41,360 That's it. I don't understand why 782 00:42:41,360 --> 00:42:44,440 everybody's crying. I mean, the AI coin meta, the 783 00:42:44,440 --> 00:42:48,080 meme coin meta, it's all there for us and you're all scared. 784 00:42:48,320 --> 00:42:51,320 You're all like worried that we hit the top. 785 00:42:51,360 --> 00:42:54,160 You know what anybody who thought we hit the top, I think 786 00:42:54,160 --> 00:42:56,840 you should sell all your coins and I think you should leave 787 00:42:57,080 --> 00:43:00,640 because you don't deserve this and that's it. 788 00:43:00,760 --> 00:43:06,040 So stop with the bearish tones. If you want to be bearish, go to 789 00:43:06,040 --> 00:43:09,400 a different market here. We're only bullish. 790 00:43:09,400 --> 00:43:10,960 Does everybody understand, Tyler? 791 00:43:10,960 --> 00:43:12,000 Do you understand what I'm saying? 792 00:43:12,360 --> 00:43:14,840 That I'm right, That I'm right. We understand what I'm saying. 793 00:43:15,280 --> 00:43:17,560 Yeah. So I'm, I'm all in, but I 794 00:43:17,560 --> 00:43:20,320 appreciate the the pump up talk this morning. 795 00:43:20,320 --> 00:43:22,120 I think a lot of folks need it. Oh, A. 796 00:43:22,360 --> 00:43:24,720 Lot of folks worried. About it, I mean, think about 797 00:43:24,720 --> 00:43:26,440 it. We have the banks, we have the 798 00:43:26,440 --> 00:43:30,280 president, we have everybody on his committee who's pro crypto. 799 00:43:30,560 --> 00:43:32,640 I mean, what, what? What more do we need? 800 00:43:33,320 --> 00:43:36,000 Thank you. Yeah, that. 801 00:43:36,960 --> 00:43:39,960 That's. It that's it, what more do we 802 00:43:39,960 --> 00:43:41,360 need? What more do we need? 803 00:43:41,480 --> 00:43:42,880 What more do? You think else you're just 804 00:43:42,880 --> 00:43:45,240 scared. You're just scared, by the way, 805 00:43:45,240 --> 00:43:48,520 before every bull market we have a pullback like this. 806 00:43:48,520 --> 00:43:52,360 I want everybody to know this. This is where we, we, we, we 807 00:43:52,360 --> 00:43:55,560 dust off the, the, the non believers right at the end. 808 00:43:56,000 --> 00:43:57,760 You're not going to be here for 100 trillion. 809 00:43:58,320 --> 00:43:59,600 Do you know who's going to be here? 810 00:43:59,880 --> 00:44:04,680 The four people on the screen, Bob Lucas talked to him 811 00:44:04,680 --> 00:44:08,520 yesterday. Permeable Raul, Raul, Raul, the 812 00:44:08,520 --> 00:44:11,320 banana zone is real. If you guys don't open the 813 00:44:11,400 --> 00:44:14,200 banana zone, you don't understand. 814 00:44:14,640 --> 00:44:16,360 It's here. It's happening. 815 00:44:17,040 --> 00:44:19,840 There we go, Benny. In the banana to be in the 816 00:44:19,840 --> 00:44:22,360 banana zone. Benny is our very own crypto 817 00:44:22,360 --> 00:44:24,240 Caesar Mando, did you get the memo? 818 00:44:25,160 --> 00:44:28,560 Did you get the memo? I'm I'm all ended. 819 00:44:28,800 --> 00:44:32,120 I might not have just been enough of the last of. 820 00:44:32,840 --> 00:44:35,640 I'm so all in, I can't possibly need more all in. 821 00:44:35,640 --> 00:44:39,080 I mean, I'm looking to like to like get a loan on my punk, all 822 00:44:39,080 --> 00:44:43,680 my puppets on my Nakamoto card, all the apartment I don't own. 823 00:44:43,680 --> 00:44:45,280 I. Mean we haven't we haven't even 824 00:44:45,280 --> 00:44:47,960 started with ordinals like Udi's sitting there, he's just. 825 00:44:47,960 --> 00:44:52,160 Looking no turn him off now. Can. 826 00:44:52,680 --> 00:44:54,240 You get some joke before we leave him. 827 00:44:54,240 --> 00:44:56,360 Like please, I love the. Boxes. 828 00:44:56,560 --> 00:44:58,120 I love that he's. Really. 829 00:44:58,360 --> 00:45:01,760 We said that we would sell our pups the next time it rallies. 830 00:45:02,440 --> 00:45:05,200 Yeah, because the next time it rallies, they go to one BTC 831 00:45:05,200 --> 00:45:06,560 floor. That's what you're not 832 00:45:06,560 --> 00:45:09,720 understanding, $1 trillion. If we have to get to 100 833 00:45:09,720 --> 00:45:11,600 trillion, Mando, think about the math. 834 00:45:11,960 --> 00:45:14,560 Everything has to go up, right? Almost everything. 835 00:45:14,880 --> 00:45:17,680 The 100 trillion 100 trillion 100. 836 00:45:17,680 --> 00:45:20,360 Trillion. I want $100 trillion comments 837 00:45:20,360 --> 00:45:23,240 right now in the goo in the YouTube 100. 838 00:45:23,360 --> 00:45:25,840 Trillion is happening. I'm telling you right now, just 839 00:45:25,840 --> 00:45:28,400 you mark my words, it's it's happening one. 840 00:45:29,480 --> 00:45:33,200 One BTC floor and what's Bitcoin that what's Bitcoin at that 841 00:45:33,200 --> 00:45:39,600 level like $1,000,000 No, I like 10 million so so it's one BTC 842 00:45:39,800 --> 00:45:43,160 $10 million for one for one Bitcoin policy look. 843 00:45:44,000 --> 00:45:46,000 I'm not saying that it can't stop it, OK? 844 00:45:47,080 --> 00:45:51,120 I'm saying that let's, let's be honest, what's the market cap of 845 00:45:51,120 --> 00:45:52,720 gold, right? For it to be equal? 846 00:45:52,720 --> 00:45:57,160 I think it's about 750,000 BTC per right to be the same market 847 00:45:57,160 --> 00:45:59,400 cap as gold, Tyler, you're math, right? 848 00:45:59,400 --> 00:46:02,440 Something like that, let's say. So if that's the case, I don't 849 00:46:02,440 --> 00:46:06,960 think it's crazy for us to get to like $500,000 per Bitcoin in 850 00:46:06,960 --> 00:46:10,040 this cycle. Yeah, it's quite a lot less than 851 00:46:10,040 --> 00:46:12,920 100 trillion, no. No, no 100 trillion for the 852 00:46:12,920 --> 00:46:17,080 whole market. You mean you're 82, correct? 853 00:46:17,240 --> 00:46:19,840 AI coin. Whole AI coin market cap is at 854 00:46:19,840 --> 00:46:24,360 least going to be $25 trillion. There you go, and and and at 855 00:46:24,360 --> 00:46:27,760 that price point ETH $3000 would that be? 856 00:46:27,760 --> 00:46:31,880 Exactly, ETH is the only thing never going to. 857 00:46:31,880 --> 00:46:34,800 Move half your. Feet Mandel. 858 00:46:34,800 --> 00:46:37,000 You have to have some faith. Mandel. 859 00:46:37,440 --> 00:46:39,320 Believe. Believe Mandel. 860 00:46:40,040 --> 00:46:43,400 Besting in AI agent sports gambling right now I'm. 861 00:46:44,000 --> 00:46:44,960 I am. Wait, what are you buying? 862 00:46:44,960 --> 00:46:48,360 What are you buying? That one that's been killed in 863 00:46:48,360 --> 00:46:49,920 our chat, the one that sounds like a. 864 00:46:50,280 --> 00:46:52,200 Gamble. No, the other one. 865 00:46:52,280 --> 00:46:54,680 That sounds really dodgy if you look at it quickly. 866 00:46:56,080 --> 00:46:59,120 Which one? Predo, whatever that one is. 867 00:46:59,560 --> 00:47:02,480 Oh, the P. I'm saying. 868 00:47:04,080 --> 00:47:07,000 I'm not saying I'm not, I'm not saying it sounds like pedo coin. 869 00:47:07,000 --> 00:47:11,960 Honestly, I, I what the fuck are you buying, Justin? 870 00:47:11,960 --> 00:47:15,520 Bank of America says it no longer expects the Federal 871 00:47:15,520 --> 00:47:19,760 Reserve to cut rates this year. So. 872 00:47:21,440 --> 00:47:22,840 It's really over. This time it. 873 00:47:23,960 --> 00:47:27,120 It you guys don't we we're guys you're not understanding it's. 874 00:47:27,600 --> 00:47:29,160 It's over, guys. Happening. 875 00:47:29,160 --> 00:47:34,280 It's all happening. For the for the puppets isn't 876 00:47:34,280 --> 00:47:36,280 happening guys. No, it's going to happen, but 877 00:47:36,280 --> 00:47:40,640 Bitcoin's going to be 10K. Guys, it's all you don't 878 00:47:40,640 --> 00:47:43,360 understand. Oh my God, everybody is so 879 00:47:43,640 --> 00:47:45,560 bearish that you're you're doing this. 880 00:47:45,960 --> 00:47:49,720 All wrong. I am so bullish, but I literally 881 00:47:49,720 --> 00:47:53,480 I can't be more bullish like I have every dollar I own is in 882 00:47:53,480 --> 00:47:57,480 the market, everything, everything. 883 00:47:57,560 --> 00:47:59,040 Bought. You bought the diamond before, 884 00:47:59,040 --> 00:48:01,720 right? It's actually I got that from 885 00:48:01,720 --> 00:48:03,280 family heirloom so I didn't even have to buy I. 886 00:48:03,280 --> 00:48:05,960 Just wanted to make sure, OK? Yeah, I save money on. 887 00:48:05,960 --> 00:48:07,920 That one, that one you save, I'm like. 888 00:48:07,920 --> 00:48:09,440 More. Seriousness. 889 00:48:09,440 --> 00:48:12,840 Like if you, if you, if you were ever going to believe in crypto, 890 00:48:12,840 --> 00:48:14,760 this is it. I I don't know what else you 891 00:48:14,760 --> 00:48:16,440 need to have. I agree with you. 892 00:48:17,720 --> 00:48:20,000 I agree with you. I listen, we're going to go hire 893 00:48:20,000 --> 00:48:22,320 everybody. Take the weekend to go, you 894 00:48:22,320 --> 00:48:25,920 know, go work out. Go work, make some money, buy 895 00:48:25,920 --> 00:48:28,920 your coins, have a good time. Let's get to the robot loose box 896 00:48:28,920 --> 00:48:30,520 pins. Sims, I got a meeting in 2 897 00:48:30,520 --> 00:48:32,160 minutes. Let's get let's get these loot 898 00:48:32,160 --> 00:48:33,480 box pins. And Benny, stay with us. 899 00:48:33,480 --> 00:48:35,440 Because I feel like today with the energy you brought, 900 00:48:35,440 --> 00:48:37,120 someone's going to win a punk. I feel it. 901 00:48:37,760 --> 00:48:39,800 I feel it too. I feel it as well.