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Right. 
We are live, but we're doing a 

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slightly different format. 
We're thinking maybe 4 Co hosts 

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now. 
Cook is going to be joining us 

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as as kind of a permanent Co 
host. 

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We're thinking for the for the 
foreseeable future unless it's 

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goal and we're just going to try
to keep it a bit more views 

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based but more interactive with 
the audience, less guests. 

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We kind of felt like the guest 
interviews was was really me 

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just interviewing a guest and 
then OSF eating a sandwich in 

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the background. 
So we're going to kind of change

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it up a little bit, have have 
some views on stuff of the week 

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and we kind of felt like Cook is
one of the best people to have 

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that going forward. 
So OSF unfortunately is on a 

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flight to LA for the wrecks the 
wrecked event. 

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Likely story. 
Likely story. 

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So a great first week for him, 
but it's great to have you cook 

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if you're by the way, we are 
also on Kik, so go check us out 

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on Kik All video for the show. 
Going forward, we'll be on Kik. 

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We will also be linking the 
prizes at the end of each show. 

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Remember, we're giving out 
nearly a $5000 a show to people.

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So a huge, huge show in terms of
prizes if you follow us on Kik 

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and you I've signed up the under
the wrecked radio account. 

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We'll pick someone from there. 
But yeah, cool. 

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Great to have you. 
We turned you from a a regular 

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guest into a bit of a Co host 
so. 

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I, I love it. 
I'm extremely happy to be here. 

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Thanks for letting me hide 
behind the cartoon. 

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It's a little awkward with like 
the body language cues, but I'll

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figure it out. 
But no, this is really cool 

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because I used to host the 
spaces like peak bear market 

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when there was nothing going on 
and I just wanted to stay close 

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to crypto. 
I host the spaces every morning 

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for like an hour or two. 
And I really miss being able to 

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talk about crypto. 
Like all spaces were just kind 

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of garbage. 
And I don't know, I tried to 

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host one focused on crypto and 
markets and yeah, you guys are 

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like the goats, right? 
So you you're very smart and 

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like, it's cool. 
I'm excited to talk about 

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everything regularly. 
Very good. 

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Me too. 
I'm actually I'm actually we 

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were talking about in the back. 
That was that's me. 

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Sorry. 
We were talking about in the 

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back that we just like we prefer
this sort of a show like it gets

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us a bit more talking about the 
stuff of the week. 

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So I think that's what it's 
going to be. 

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I think the first stuff really 
to talk about is, is kind of 

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what's going on in markets at 
the moment, which is this 

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Israel, Iran, World War 3. 
Will they won't they sort of 

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drama going on feels like crypto
is just getting Newt 

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metaphorically versus every 
everything else like macro is 

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not really moving gold hasn't 
really moved it's just altcoins 

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which are getting smashed lower 
Bitcoin dominance of 65%. 

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Like what do you think of all 
this? 

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Do you think this is just always
buy wall in crypto like a? 

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Man, I'm a, I'm a permable, like
just by nature and I'm, I'm 

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mostly like just kind of a long 
only trader. 

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And so yeah. 
And I, I always think war is 

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bullish just like for a few 
reasons. 

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The headlines are going to 
create Fips. 

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It's a buying opportunity. 
They're going to print money, 

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right? 
Like war means money printing 

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and debasement. 
And so Bitcoin will go up a lot.

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Stocks will go up a lot time 
frame uncertain. 

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So I, I like, for me it feels 
like most of the headline risk 

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is over. 
Like we've probably seen the 

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worst unless something crazy 
happens, but in that case I say 

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just by the dip anyways. 
Will I try to like time a short 

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or anything like that? 
That's not really my style of 

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trading, but I'm optimistic. 
And I think again, I'm always 

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biased on this kind of stuff. 
Like, but FOMC is today, right? 

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Like what, 2 hours or something?
And we're going to get a dot 

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plot and like there's all this 
mayhem in the world. 

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So he's got to be dovish, right?
Like the press conference is 

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probably going to go, well, I 
don't know, like I'm again, I 

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kind of, I'm not making massive 
trades around this. 

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I just take entries on stuff I 
want to own anyways when the 

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headlines create the volatility,
which I think the worst is past.

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If I'm going on what Trump, like
Trump might like to make a deal.

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I don't know if it escalates in 
this period where he's now 

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saying, oh, there could be a 
deal. 

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Like I feel as though they'll 
still be like in trading 

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missiles and stuff. 
But I feel as though you've at 

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least got a period here where 
probably it doesn't escalate for

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a few days. 
And I think it could, yeah, we 

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could have a little bit of a 
rally. 

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I I, you know what I've been 
doing recently though, I've 

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literally just been going on to 
polymarkets. 

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This is a bit of alpha right 
here. 

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Polymarket E morning. 
You actually get a much better 

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fucking view about the 
probability of stuff happening 

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versus not. 
It's still a 61% chance of U.S. 

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military action against Iran 
before July. 

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So it's still like kind of in 
this 5050 odds on the comments 

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earlier it went down to like 
48%, but then it's gapped back 

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up so. 
Wasn't it like 80 yesterday? 

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It went. 
Did it go down today? 

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A bit. 
It went to 75, I think at one 

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stage yesterday. 
So yeah, this is was the highs, 

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not at the highs, but like they 
definitely still feel like 

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something's going to happen. 
And I think they are they are. 

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They're evacuating some of the 
bases. 

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But like even on that headline, 
even on that headline of, oh, 

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bomb gets dropped. 
Do you think it's just like 

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everyone despise that dip? 
I think so. 

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Man. 
One would think so. 

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I don't know not to like, I 
don't know make light of the 

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issue or anything like that. 
But like, does it Matt really 

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change much for the global 
economy If Iran has military 

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action occurring? 
It's it's a country doesn't 

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really feel like it. 
I think it's just like a short 

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term, you know, quick headline 
bounce. 

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I don't know what like who's 
going to get involved is trying 

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to get get involved on their 
side. 

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Highly doubtful. 
Iran Iran is 3% of global oil 

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supply, about 10% of its gas. 
But it all goes to China. 

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Oil it can. 
Go it really goes, it barely 

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goes anywhere else but China 
right now. 

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So it really just effects those 
two. 

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And and if they were to like 
escalate, it would really just 

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be if they closed that waterway,
which is the Strait of Hormuz, I

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don't think they'd do that 
because it would just hurt China

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again. 
So like I, I kind of just feel 

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as though I, I don't think it's 
going to be this, this terrible 

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thing where like oil goes to 
like 120 or not. 

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It's just, it's all bullshit, 
just short term nonsense. 

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Generations, yeah. 
So I think most. 

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Of it happens. 
Yeah, nothing happens, but then 

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it kind of happened this time. 
I do just think that most people

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who even bearish are just like 
you're bearish on the headline 

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and then you're meant to buy the
headline. 

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And I feel like quite a lot of 
de risky has happened. 

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Like, I don't know, feels like 
people have panicked enough 

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about this. 
Yeah, I think it's pretty safe 

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to buy. 
If there's any significant dip, 

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you should be buying it for 
sure. 

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I mean like if it happens on a 
Friday though, obviously they 

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have to deal with like a little 
liquidity weekend type shit. 

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Might check you out. 
But I think yeah, the only 

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trades that are to be hired are 
buying a dip here. 

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00:07:08,320 --> 00:07:11,400
It's not really shorting. 
Shorting doesn't seem like it's 

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the play. 
Yeah, James Wim thinks we're 

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going to 9090 to 95, so. 
Wow, okay, never mind then. 

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00:07:17,720 --> 00:07:20,800
Shorting definitely the play. 
Well, he got to do his counter 

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00:07:20,800 --> 00:07:23,840
trade, James. 
Bro Galaxy brain this guy guys a

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fucking genius so never. 
The Matrix will hunt him every 

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time. 
Oh my God, this guy, it's so 

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00:07:28,240 --> 00:07:28,600
funny. 
Did. 

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00:07:29,280 --> 00:07:32,880
You say it's actually insane. 
Did you see that tweet there 

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where they like, exposed him for
like having the other side of 

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00:07:35,440 --> 00:07:36,760
his trace? 
And then you when you got to the

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00:07:36,760 --> 00:07:40,320
end of the expose, it was like 
he lost 100 million rather than 

152
00:07:40,320 --> 00:07:42,200
105 million. 
Like yeah you can. 

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00:07:42,600 --> 00:07:44,440
Have it at the other side like. 
Is that actually? 

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00:07:44,520 --> 00:07:46,960
True, I don't think so. 
He was back to backing but it 

155
00:07:46,960 --> 00:07:51,600
was like he made like 5. 
Million off the edge 40X fucking

156
00:07:51,600 --> 00:07:54,440
paying spreads like 40X leverage
spread. 

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00:07:54,440 --> 00:07:55,920
Paying isn't like a. 
Yeah, Edge. 

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00:07:56,520 --> 00:07:58,040
The guy's literally just a 
moron. 

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Yeah, I'm like throwing stones 
in glass houses, obviously, but 

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00:08:02,560 --> 00:08:06,360
I I can do that. 
I mean walls left so it doesn't 

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really matter. 
We we've got to get them on. 

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00:08:08,560 --> 00:08:09,800
We've got to get them on, I 
think. 

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00:08:10,200 --> 00:08:11,520
Yeah, I know. 
There's one of my DMS. 

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00:08:11,720 --> 00:08:14,120
Try to get them a heat balance. 
I try to do a lot of. 

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00:08:15,480 --> 00:08:22,880
That's, that's how we beat luck.
I yeah, I think, I think the I 

166
00:08:22,880 --> 00:08:24,880
agree. 
I think I, I've hedged a little 

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00:08:24,880 --> 00:08:26,440
bit. 
I actually saw a tweet that you 

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00:08:26,440 --> 00:08:29,800
made earlier this week, Coupe, 
which made me think a lot and 

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00:08:29,880 --> 00:08:32,720
it's especially I've been doing 
for the last month or so. 

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00:08:33,280 --> 00:08:36,640
Everyone loves to short Bitcoin 
and ETH or like they like to 

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00:08:36,640 --> 00:08:39,960
short like these L ones. 
I just think there are so many 

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00:08:39,960 --> 00:08:43,480
better coins to hedge your longs
with in crypto. 

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00:08:43,480 --> 00:08:46,600
Like there's so many coins. 
Oh yeah, not rally and go to 

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zero. 
And you've highlighted a really 

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00:08:48,160 --> 00:08:51,600
good thing on hyper liquor, 
which is just go long Bitcoin 

176
00:08:51,600 --> 00:08:53,840
and hype and you can have a view
on hype, whatever, but like and 

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00:08:53,840 --> 00:08:57,600
then short the high FTB low 
float coins which are just 

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00:08:57,600 --> 00:08:59,560
dumping on you. 
I've been doing that for the 

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00:08:59,560 --> 00:09:02,400
last couple of months and I've 
been fucking cooking on this as 

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00:09:02,400 --> 00:09:04,440
a strategy. 
I feel like it's done very well 

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00:09:04,440 --> 00:09:06,040
the last couple of months 
because Bitcoin dominance has 

182
00:09:06,040 --> 00:09:07,840
gone high. 
But is that that's not the 

183
00:09:07,840 --> 00:09:09,200
trade? 
Like why it even be short 

184
00:09:09,200 --> 00:09:10,720
Bitcoin? 
Like who cares? 

185
00:09:10,720 --> 00:09:14,640
Like just be short like Suey or 
be short like, I don't know, 

186
00:09:14,640 --> 00:09:17,680
like some of this other stuff, 
which is just like 200 million 

187
00:09:17,680 --> 00:09:25,280
of of, of like token, token 
supply each month on the token. 

188
00:09:25,320 --> 00:09:27,040
There's so many crazy coins like
that. 

189
00:09:27,800 --> 00:09:29,760
Yeah, I think you got to be 
crazy to short. 

190
00:09:29,760 --> 00:09:32,560
It's a short Bitcoin. 
I got to find this guy that's a 

191
00:09:32,560 --> 00:09:34,560
user vault. 
Like that thing on hype. 

192
00:09:34,560 --> 00:09:37,800
That's one of the 50 reasons I'm
super bullish on hype. 

193
00:09:37,800 --> 00:09:42,520
But yeah, long BTC in hype, 
short garbage is the name of the

194
00:09:42,520 --> 00:09:44,360
vault. 
And I think now it's the vault 

195
00:09:44,360 --> 00:09:47,400
outside of the HLP, like the 
liquidity provider vault. 

196
00:09:47,400 --> 00:09:51,000
It's the highest AUM vault on 
Hyper Liquid. 

197
00:09:51,600 --> 00:09:54,720
But yeah, the guy, I, I can't 
now find his name and I forget, 

198
00:09:54,720 --> 00:09:57,800
but shout out to the guy running
it because when I posted about 

199
00:09:57,800 --> 00:10:00,760
it, he's in my comments and he's
like X private equity. 

200
00:10:00,760 --> 00:10:03,960
He's got big long posts like 
updates on obviously this is all

201
00:10:03,960 --> 00:10:07,360
like completely unregulated and 
he's taking the approach that he

202
00:10:07,360 --> 00:10:09,200
wants to take because he's like 
passionate about it. 

203
00:10:09,200 --> 00:10:12,120
But I mean, he's running the 
thing a bit like a hedge fund 

204
00:10:12,120 --> 00:10:14,240
manager and he gives these 
updates on X and like, it's 

205
00:10:14,240 --> 00:10:16,960
pretty cool. 
Like, I don't know, I, I really 

206
00:10:16,960 --> 00:10:19,600
like the long term implications 
of this kind of thing. 

207
00:10:19,760 --> 00:10:21,440
Sorry. 
What's his hand up, you know? 

208
00:10:22,360 --> 00:10:24,600
I mean, I was trying to find it.
I'm just scrolling on my 

209
00:10:24,840 --> 00:10:27,560
Twitter, but yeah, I'll find it.
He's he's sorry. 

210
00:10:31,160 --> 00:10:32,920
Yeah, what's, what's his name 
'cause I've been thinking about 

211
00:10:32,920 --> 00:10:33,720
this for a while. 
What's it? 

212
00:10:36,160 --> 00:10:42,480
Kesan under score Krypto KEISAN.
His display name is kesan dot 

213
00:10:42,480 --> 00:10:47,960
hyperliquid dot HL. 
He's got, yeah. 

214
00:10:48,160 --> 00:10:51,520
He's got he's got 4000 followers
and he's got a pin post from 

215
00:10:51,520 --> 00:10:57,720
January 21st where he like, it's
a it's a six part thread on his 

216
00:10:57,720 --> 00:10:59,600
valuation framework for hyper 
liquid. 

217
00:11:00,400 --> 00:11:02,040
And I mean, he was right as 
fuck. 

218
00:11:02,040 --> 00:11:05,760
So he's a pretty smart guy. 
So he's short, to be clear 

219
00:11:05,760 --> 00:11:07,440
audience, he's giving it. 
You can see what he's shot. 

220
00:11:07,440 --> 00:11:11,480
He's shot Suey, he's shot Avax, 
he's shot Link, he's short ton 

221
00:11:11,560 --> 00:11:16,960
Kaito Trump, Ada alt doge popcat
ship H bar. 

222
00:11:17,200 --> 00:11:20,040
I would actually never short the
memes 'cause I just like I can 

223
00:11:20,040 --> 00:11:21,960
never judge that, but I've been 
going through do it. 

224
00:11:21,960 --> 00:11:24,280
I did basically the same 
analysis and I was like the ones

225
00:11:24,280 --> 00:11:31,160
that look crazy to me, Sui Sui 
is one right like the if you 

226
00:11:31,240 --> 00:11:34,040
look at the the tokonomics of 
that thing, it's it's like 

227
00:11:34,040 --> 00:11:35,640
insane. 
The other ones that really stay 

228
00:11:35,640 --> 00:11:37,800
out of me like Ondo and I've 
just seen Ondo, but this thing 

229
00:11:37,800 --> 00:11:44,200
trades like 8-9 billion and it's
an RWA chain, whatever that kind

230
00:11:44,200 --> 00:11:46,080
of means. 
They have some TDL, but I don't 

231
00:11:46,080 --> 00:11:47,760
know how that trades where it 
does. 

232
00:11:47,800 --> 00:11:50,960
And then I was actually short a 
lot of this story protocol that,

233
00:11:50,960 --> 00:11:52,040
if you like, remember this 
thing. 

234
00:11:52,600 --> 00:11:56,320
It's. 
Down like 20% today, but like 

235
00:11:56,320 --> 00:11:59,440
that was trading at 5 billion. 
I was like what? 

236
00:12:00,000 --> 00:12:01,120
What is this stuff? 
But there is. 

237
00:12:01,560 --> 00:12:04,320
I had never heard of that. 
I literally had never heard of 

238
00:12:04,320 --> 00:12:06,280
that. 
And I saw a tweet from Cyrus or 

239
00:12:06,280 --> 00:12:11,040
Cyrus saying hey, like you 
should check this everyone, you 

240
00:12:11,040 --> 00:12:13,160
might get an air drop. 
And like I got poor grand and 

241
00:12:13,160 --> 00:12:14,960
instantly dumped it. 
Had never heard of story 

242
00:12:14,960 --> 00:12:16,720
protocol. 
I don't know what IP is. 

243
00:12:17,080 --> 00:12:19,840
Never heard of it again. 
I don't know how these things 

244
00:12:19,840 --> 00:12:23,160
have the valuations they have. 
But I think it's a really good 

245
00:12:23,160 --> 00:12:25,400
time to do those shorts, by the 
way, on those points because 

246
00:12:25,400 --> 00:12:28,040
you've seen over the last couple
of weeks, right, or even the 

247
00:12:28,040 --> 00:12:31,320
last couple of months, we had 
that mantra coin that went to 

248
00:12:31,320 --> 00:12:34,720
like 0. 
There was one this week, ZKJI 

249
00:12:34,720 --> 00:12:38,960
think it was the ticker like 
which dropped 80% on Binance and

250
00:12:38,960 --> 00:12:41,240
everyone was like, OK, this is a
scam. 

251
00:12:41,240 --> 00:12:43,280
There's been a couple of other 
ones like Polyhydro. 

252
00:12:43,280 --> 00:12:44,120
I don't know if you saw this 
one. 

253
00:12:44,320 --> 00:12:48,800
Polyhydro dropped 80%. 
So these coins, it's down yeah, 

254
00:12:48,800 --> 00:12:50,720
80% on the week. 
It was trading at 2 billion and 

255
00:12:50,720 --> 00:12:55,200
now it's trading at 400 million.
So these coins, why does it 

256
00:12:55,200 --> 00:12:57,000
trade work? 
Does I actually think it's a 

257
00:12:57,000 --> 00:12:58,440
good time for trading? 
Because I think these market 

258
00:12:58,440 --> 00:13:02,200
makers are getting called out by
finance or by the exchanges a 

259
00:13:02,200 --> 00:13:04,240
bit more and they're just like 
getting out. 

260
00:13:06,160 --> 00:13:10,840
Yeah, I think, I don't know, the
wheels fell off of this like 

261
00:13:11,320 --> 00:13:17,040
heavily VC backed retail tge 
dump scam of like vapor tech 

262
00:13:17,040 --> 00:13:19,480
that's never going to get users 
or make any money. 

263
00:13:20,560 --> 00:13:22,280
This part of the reason I love 
Hyper Liquid so much. 

264
00:13:22,280 --> 00:13:25,120
I talk about it way too much. 
But like Hyper Liquid was the 

265
00:13:25,120 --> 00:13:28,600
first fair launched like totally
egalitarian thing since Bitcoin,

266
00:13:29,840 --> 00:13:33,520
excluding some memes I guess. 
But you know, there's no VCs to 

267
00:13:33,520 --> 00:13:36,000
dump on you. 
There's 38% of the supply that's

268
00:13:36,000 --> 00:13:39,040
left to be distributed to the 
community and users like however

269
00:13:39,040 --> 00:13:41,120
they see fit. 
And just like the ethos of it. 

270
00:13:41,120 --> 00:13:43,840
It's a long conversation, but 
it's the complete antithesis of 

271
00:13:43,840 --> 00:13:47,920
all these like VC garbage paper 
Ware chains. 

272
00:13:48,400 --> 00:13:51,120
And that scam used to work like 
in 20/17/18. 

273
00:13:51,120 --> 00:13:53,160
And then like it worked again 
through D5. 

274
00:13:53,160 --> 00:13:57,160
And like, you know, I think it's
finally stopping working. 

275
00:13:57,680 --> 00:14:00,240
I don't think it's going to stop
this stuff from coming out, but 

276
00:14:00,240 --> 00:14:03,640
like, yeah, I don't know, these 
weird chains pop up and die 

277
00:14:03,640 --> 00:14:06,760
faster than they used to. 
I just hate all this stuff. 

278
00:14:07,000 --> 00:14:08,520
I'm. 
Yeah. 

279
00:14:08,520 --> 00:14:10,480
So touching on that a little, a 
little bit because I think that 

280
00:14:10,480 --> 00:14:12,800
was another topic we wanted to 
go to like Hyper Liquid just as 

281
00:14:12,840 --> 00:14:15,640
a trade. 
It feels as though it's been a 

282
00:14:15,640 --> 00:14:17,360
great trade. 
Like it's a very difficult 

283
00:14:17,360 --> 00:14:19,720
chance to buy into because it's.
Just like you. 

284
00:14:19,760 --> 00:14:22,120
Just, you know. 
It's just, it's just popping to 

285
00:14:22,120 --> 00:14:25,160
the right, barely any dips. 
But then this week we saw and 

286
00:14:25,720 --> 00:14:28,480
we've seen quite a few different
places now announced like pups 

287
00:14:28,480 --> 00:14:34,560
in the US, like a move, almost 
like decentralized trading buy 

288
00:14:34,560 --> 00:14:37,120
bit stones to decks or pup 
decks. 

289
00:14:38,400 --> 00:14:41,920
What, what what do you think? 
Is this the time to like to to 

290
00:14:41,920 --> 00:14:43,840
question it or I saw you put a 
tweet out? 

291
00:14:43,840 --> 00:14:45,920
Earlier, no, it's. 
Time to go even more long. 

292
00:14:46,600 --> 00:14:48,360
I'm so bullish on hyper liquid 
bro. 

293
00:14:48,360 --> 00:14:51,720
I might be wrong but like I 
don't think so. 

294
00:14:51,720 --> 00:14:54,920
Like we're going to see. 
And so when the AirDrop 

295
00:14:54,920 --> 00:14:58,240
happened, like I, I wish, I 
mean, I guess they had to start 

296
00:14:58,240 --> 00:14:59,720
with the perp DEX. 
I'm not going to question like 

297
00:14:59,720 --> 00:15:01,000
how they built it and how they 
started. 

298
00:15:01,000 --> 00:15:04,000
But I, I did not look at 
hyperliquid early. 

299
00:15:04,000 --> 00:15:06,960
And I remember Wiz was farming 
it and like he, or maybe not 

300
00:15:06,960 --> 00:15:09,840
even purposely farming it, but 
he used to use it like even a 

301
00:15:09,840 --> 00:15:13,000
year ago, a year and a half ago.
And he put up the PNL card on 

302
00:15:13,000 --> 00:15:15,800
Twitter here and there. 
And I don't really trade perps. 

303
00:15:15,800 --> 00:15:18,040
Like, so I was like, Oh yeah, 
that's cool. 

304
00:15:18,040 --> 00:15:19,640
Like another perp dex. 
Let's see. 

305
00:15:19,640 --> 00:15:23,280
And I was actually advising for 
a protocol called Wasabi. 

306
00:15:23,920 --> 00:15:26,440
They ended up winning like one 
of the top blast prizes. 

307
00:15:26,440 --> 00:15:27,680
Like they had a little hype for 
a while. 

308
00:15:27,680 --> 00:15:31,880
It was an on chain perp decks. 
But there was so much behind 

309
00:15:31,880 --> 00:15:34,200
hyper liquid I didn't see and I 
never looked at. 

310
00:15:35,000 --> 00:15:40,120
And I ended up my first buy. 
And I even shout out to Razmir 

311
00:15:40,120 --> 00:15:42,560
and Frank D gods. 
But I was talking to them in a 

312
00:15:42,560 --> 00:15:45,240
chat around when hyper liquid 
came out and they were like 

313
00:15:45,240 --> 00:15:47,840
trading perps and stuff. 
And I this is where like 

314
00:15:47,840 --> 00:15:50,360
sometimes 20 IQ wins. 
Not saying they're necessarily 

315
00:15:50,360 --> 00:15:53,240
20 IQ, but they're like, oh, you
know, people are going to stop 

316
00:15:53,240 --> 00:15:55,360
trading memes and just move to 
hyper liquid and trade perps. 

317
00:15:55,360 --> 00:15:56,760
And I'm like, I don't think 
that's going to happen. 

318
00:15:57,240 --> 00:15:59,880
And one of them was like, I, I, 
I should just all in it at like 

319
00:15:59,880 --> 00:16:02,120
$5. 
And I'm like, I don't know, it's

320
00:16:02,120 --> 00:16:03,640
crazy. 
But I hadn't looked at it right.

321
00:16:03,640 --> 00:16:07,600
I didn't know what it was. 
And so I started to think about 

322
00:16:07,600 --> 00:16:11,640
it more and take a really close 
look at it like, I don't know, 

323
00:16:11,640 --> 00:16:14,680
two or three months ago, four 
months ago, whenever the sexes 

324
00:16:14,680 --> 00:16:19,080
started attacking it and like 
finance and Kucoin and like they

325
00:16:19,080 --> 00:16:25,440
all, they manipulated Jelly 
Jelly and hype went from like 30

326
00:16:25,440 --> 00:16:27,600
something dollars. 
I don't know what it was at that

327
00:16:27,600 --> 00:16:30,120
day, but like in a day or two it
went down to $14.00. 

328
00:16:30,560 --> 00:16:34,600
And because they manipulated 
Jelly Jelly and they actually 

329
00:16:34,600 --> 00:16:37,280
had to like roll back the chain 
or do something weird with the 

330
00:16:37,280 --> 00:16:39,800
oracles and get all the 
validators to agree and stuff. 

331
00:16:40,080 --> 00:16:43,480
Anyways, I was like, to me, I 
was like, wait a second, like if

332
00:16:43,480 --> 00:16:46,640
finance wants to kill this thing
so bad, it's got to be really 

333
00:16:46,640 --> 00:16:48,880
important. 
And so I just bought like a 

334
00:16:49,120 --> 00:16:53,200
decent bag and started to like 
figure it out more. 

335
00:16:53,800 --> 00:16:57,760
And then where I'm at now is 
basically this Jeff guy. 

336
00:16:57,760 --> 00:17:00,200
Like if you look into it, not 
this Jeff guy, all due respect, 

337
00:17:00,200 --> 00:17:03,120
the guy's like a God. 
He's like the living Satoshi of 

338
00:17:03,120 --> 00:17:06,839
markets or something like, but 
he's got this crazy background 

339
00:17:06,839 --> 00:17:10,440
and he, if you read his really 
long post, that was another 

340
00:17:10,440 --> 00:17:12,760
thing that clicked for me. 
There's been 3 or 4 things, but 

341
00:17:13,079 --> 00:17:17,160
he's got this long, long post 
from a month ago or six weeks 

342
00:17:17,160 --> 00:17:21,640
ago. 
He talks about transparency in 

343
00:17:21,640 --> 00:17:25,960
financial markets and how every 
at a reiteration of like the 

344
00:17:25,960 --> 00:17:29,000
progression of financial 
markets, people think it's bad 

345
00:17:29,000 --> 00:17:30,440
and they fight it and whatever, 
whatever. 

346
00:17:30,440 --> 00:17:33,400
But now, like Hyper Liquid's 
goal is to bring everything on 

347
00:17:33,400 --> 00:17:35,920
chain, fully transparent, real 
time and all this stuff. 

348
00:17:36,320 --> 00:17:39,920
And I don't necessarily have to 
understand it, but I've always 

349
00:17:39,920 --> 00:17:42,600
been like a buy management kind 
of guy. 

350
00:17:42,600 --> 00:17:44,440
So that's strengthened my view 
of the trade. 

351
00:17:45,200 --> 00:17:47,680
But anyways, you got this thing 
that was completely fair 

352
00:17:47,680 --> 00:17:49,680
launched. 
It makes more money than 

353
00:17:49,680 --> 00:17:53,600
everything in crypto. 
They have 0 VCs by design. 

354
00:17:54,120 --> 00:17:57,360
They've given all of the tokens 
that have been distributed, have

355
00:17:57,360 --> 00:18:02,600
been distributed to users and 
community on like, you know, a a

356
00:18:02,600 --> 00:18:07,920
fair basis based on like who did
what on the chain they started. 

357
00:18:08,280 --> 00:18:11,440
They they built the chain or 
like the the hyper liquid 

358
00:18:11,480 --> 00:18:13,560
ecosystem. 
It's kind of two chains, right, 

359
00:18:13,960 --> 00:18:15,440
But they built it from the 
inside out. 

360
00:18:15,440 --> 00:18:18,320
Like all these mother fuckers 
are out there like Field of 

361
00:18:18,320 --> 00:18:20,480
Dreams, right. 
Monad isn't even a real thing. 

362
00:18:20,480 --> 00:18:22,640
That's stupid. 
They're I did a tweet the other 

363
00:18:22,640 --> 00:18:25,120
day of the Chinese switchboard. 
That's the monad community. 

364
00:18:25,480 --> 00:18:27,720
And then in the middle you got 
maybe like a mega eats where 

365
00:18:27,720 --> 00:18:32,840
they have it's cool tech. 
No, man, 3 three years it's not 

366
00:18:32,840 --> 00:18:33,680
out. 
It's crazy. 

367
00:18:33,680 --> 00:18:35,240
They they got a test net, I 
think. 

368
00:18:35,240 --> 00:18:39,600
But like it's basically Field of
Dreams is the old approach in 

369
00:18:39,600 --> 00:18:41,600
crypto where like if you build 
it, they will come. 

370
00:18:41,720 --> 00:18:44,720
And so mega eats always like, Oh
yeah, you know, we got the 

371
00:18:44,720 --> 00:18:47,320
fastest thing and we're focused 
on builders. 

372
00:18:47,320 --> 00:18:49,560
And so because our chain is so 
fast, we're going to get the 

373
00:18:49,560 --> 00:18:52,680
best stuff built on it. 
I mean, that's kind of you look 

374
00:18:52,680 --> 00:18:55,400
at what Hyper liquid did. 
They just built the best thing 

375
00:18:55,640 --> 00:18:57,560
that progressed crypto and 
markets. 

376
00:18:57,560 --> 00:19:00,680
And the proof of that is that it
makes the most money of anything

377
00:19:00,680 --> 00:19:03,960
in crypto. 
And then from that they just 

378
00:19:03,960 --> 00:19:06,160
like do. 
You think pump fun has been a 

379
00:19:06,160 --> 00:19:09,840
shot then like. 
Yes, I think oh bro, pump funnel

380
00:19:09,840 --> 00:19:13,160
do a chain and people are saying
4 billion valuation is crazy. 

381
00:19:13,160 --> 00:19:15,840
I think that you're crazy if you
think 4 billion valuation is 

382
00:19:15,840 --> 00:19:20,160
crazy because I mean you know 
the guys from one side of the 

383
00:19:20,160 --> 00:19:24,120
war and the people on that side 
are smart and clever and you 

384
00:19:24,120 --> 00:19:27,000
know rubbing their hands 
together and shit the founder. 

385
00:19:27,040 --> 00:19:29,400
I don't want to get too racist, 
but not it was supposed to be a 

386
00:19:29,400 --> 00:19:32,440
joke. 
But no, look, I think that what 

387
00:19:32,440 --> 00:19:34,920
they will do, and if I was them,
and if Alan you're listening, 

388
00:19:34,920 --> 00:19:36,160
you should give me some money 
for this. 

389
00:19:36,160 --> 00:19:38,680
But yeah, they should launch a 
chain. 

390
00:19:40,320 --> 00:19:43,240
He won't give it to me because 
of what I just said, but they 

391
00:19:43,240 --> 00:19:45,400
should launch a chain and 
compete with traditional Web 2 

392
00:19:45,400 --> 00:19:46,960
streaming businesses. 
They're trying to push their 

393
00:19:46,960 --> 00:19:49,920
ways into crypto, right? 
Like Cake's going to do some 

394
00:19:49,920 --> 00:19:51,000
crypto stuff. 
Rumble. 

395
00:19:51,000 --> 00:19:53,960
Rumble will do crypto stuff, 
which is the dinosaur that won't

396
00:19:53,960 --> 00:19:55,960
do it and it'll end up being the
thing that kills them. 

397
00:19:56,440 --> 00:20:00,080
But fun can go eat all their 
lunch, right? 

398
00:20:00,080 --> 00:20:02,880
Like they should do a chain. 
And be the crypto native 

399
00:20:02,880 --> 00:20:05,920
streaming service and get phase 
and all these other clowns like 

400
00:20:05,920 --> 00:20:08,320
I don't watch that form of 
entertainment, but I don't need 

401
00:20:08,800 --> 00:20:09,880
to. 
All the kids are going to watch 

402
00:20:09,880 --> 00:20:11,800
it. 
We chose to do it on kick. 

403
00:20:11,800 --> 00:20:14,240
So like this has been a bit of a
shift for us to do it on kick, 

404
00:20:14,240 --> 00:20:15,800
but but we could have done it on
pump. 

405
00:20:15,800 --> 00:20:19,080
We just kind of felt like kick 
was was better, better for now, 

406
00:20:19,080 --> 00:20:20,680
but they have a shot. 
I do think they. 

407
00:20:20,680 --> 00:20:22,960
Have a shot, but when pump does 
a chain, you move it to the pump

408
00:20:22,960 --> 00:20:25,280
chain for sure. 
Like if they and they should do 

409
00:20:25,280 --> 00:20:27,320
that. 
And that's hyper liquids was 

410
00:20:27,320 --> 00:20:30,640
like they did the streaming and 
chain 1st and didn't really talk

411
00:20:30,640 --> 00:20:32,440
about it and dropped it 
overnight like the equivalent, 

412
00:20:32,440 --> 00:20:33,880
right? 
Like they did the massive curve 

413
00:20:33,880 --> 00:20:36,600
decks and then they added the 
spot market and then they added 

414
00:20:36,600 --> 00:20:39,000
the EVM, which is like they 
didn't talk about it. 

415
00:20:39,000 --> 00:20:42,560
It was just wake up 1 morning 
and hype has hyper EVMI. 

416
00:20:42,560 --> 00:20:44,480
Love this bro. 
Do you know hyper unit? 

417
00:20:44,480 --> 00:20:46,400
Like are you you know what this 
tech is? 

418
00:20:46,880 --> 00:20:50,400
It's like an ecosystem builder. 
Yeah, on hyper liquid. 

419
00:20:50,680 --> 00:20:54,360
It's like it completely replaces
sex like you you just send in 

420
00:20:54,360 --> 00:20:57,240
native soul fart coiner E 
they're going to add more assets

421
00:20:57,440 --> 00:20:59,480
seamless instant it's in your 
hyper liquid. 

422
00:20:59,480 --> 00:21:03,120
You can sell it like it's crazy.
It's, it's really crazy. 

423
00:21:03,120 --> 00:21:06,000
It's. 
This is this crazy. 

424
00:21:06,360 --> 00:21:09,800
I have I have seen this, this, 
this is I I love that tweet the 

425
00:21:09,800 --> 00:21:13,200
other day where like they took 
out Iran's oil fields or 

426
00:21:13,200 --> 00:21:14,400
whatever it. 
Was oh man. 

427
00:21:14,720 --> 00:21:16,560
These are the things that you 
could do on Hyper Liquid to get 

428
00:21:16,560 --> 00:21:18,960
back the the revenue. 
All right, So here's a question.

429
00:21:19,160 --> 00:21:22,560
Here's a question. 
Is this a better loan than 

430
00:21:22,560 --> 00:21:24,080
Bitcoin? 
Now you think like 'cause I 

431
00:21:24,080 --> 00:21:26,920
think right now you need to 
assume this can this is now 

432
00:21:26,920 --> 00:21:30,000
going to flip Solana, right? 
Well, you've seen the three 

433
00:21:30,000 --> 00:21:31,600
treasury companies already, 
right? 

434
00:21:31,600 --> 00:21:34,000
Like 2 of them are a bit. 
One of them's a bit of a joke, 

435
00:21:34,280 --> 00:21:36,040
one of them's not, and then one 
of them is. 

436
00:21:36,040 --> 00:21:38,640
Big this is like an 
ophthalmologist buying some 

437
00:21:38,840 --> 00:21:40,160
crypto it look like I thought 
they. 

438
00:21:40,320 --> 00:21:42,920
No, there's a but there's a new 
one today. 

439
00:21:42,920 --> 00:21:45,960
So there was the first guy was 
Tony G and he's just some guy 

440
00:21:45,960 --> 00:21:48,040
that has like a public company 
on the TSX. 

441
00:21:48,040 --> 00:21:49,200
Like that's the joke one, right?
The. 

442
00:21:49,520 --> 00:21:54,200
Fucking. 
Tony G, Tony G yeah, Tony G He's

443
00:21:54,200 --> 00:21:56,400
changing his, his company's 
name. 

444
00:21:56,400 --> 00:21:58,960
They already filed for it and 
it's going to be called Hyper 

445
00:21:58,960 --> 00:22:02,720
Liquid Strategy. 
And he bought like whatever, 

446
00:22:02,720 --> 00:22:04,920
there's a press release last 
week, he bought some hype and 

447
00:22:04,920 --> 00:22:06,360
he's going to have it staked and
everything. 

448
00:22:06,760 --> 00:22:09,600
And then there's the I company 
that's that's doing it. 

449
00:22:09,920 --> 00:22:12,720
But then there's a big one like 
I just tweeted about it and 

450
00:22:12,720 --> 00:22:14,400
they're buying a lot of hype. 
Dude. 

451
00:22:14,520 --> 00:22:20,200
I like just let me get it right.
Yeah, LGHL secures $600 million 

452
00:22:20,200 --> 00:22:22,320
facility to launch hyper liquid 
treasury. 

453
00:22:22,720 --> 00:22:25,840
That was today. 
Two hours ago we we got a lot 

454
00:22:25,840 --> 00:22:28,640
going on with the and and 
whatever, but like should we not

455
00:22:28,640 --> 00:22:30,560
be doing this guy? 
Should we not be just be doing 

456
00:22:30,640 --> 00:22:34,080
like with a new look rec radio 
publicly listed company on the 

457
00:22:34,080 --> 00:22:37,040
NASDAQ and just buy random 
things like feels like we. 

458
00:22:37,240 --> 00:22:39,280
I mean, everyone else is doing 
it. 

459
00:22:39,760 --> 00:22:43,000
Booty and his friends. 
Don't see how this ends well for

460
00:22:43,040 --> 00:22:46,920
anyone, but let's find out. 
Why do you think you think? 

461
00:22:47,520 --> 00:22:50,280
So crazy about this stuff KBN 
like. 

462
00:22:50,960 --> 00:22:54,000
But a bunch of literal morons 
who don't know what they're 

463
00:22:54,000 --> 00:22:57,200
doing stocking their treasury 
with super volatile assets, You 

464
00:22:57,200 --> 00:22:58,280
think that's good? 
It's going to. 

465
00:22:58,280 --> 00:22:59,120
Work. 
I think it's good for the. 

466
00:22:59,120 --> 00:23:01,320
People to get rich. 
I think it's good for the people

467
00:23:01,320 --> 00:23:03,200
who creates it and then sells 
equity, is what I'm saying. 

468
00:23:03,560 --> 00:23:05,120
Yeah, but they're all just going
to get rich. 

469
00:23:05,120 --> 00:23:07,120
Like all these companies are 
just never going to go down. 

470
00:23:07,120 --> 00:23:08,400
It's. 
Just I think the people buying 

471
00:23:08,400 --> 00:23:10,800
these stocks are the people that
won't make money, but the people

472
00:23:10,800 --> 00:23:13,560
creating Treasury might. 
That's basically where I'm at. 

473
00:23:14,880 --> 00:23:18,320
Well, yeah, Sailor, it took me a
long time to understand Sailor's

474
00:23:18,320 --> 00:23:22,200
business model, probably because
it's so stupid, but it's also so

475
00:23:22,200 --> 00:23:24,680
genius. 
But like, this idea of Bitcoin 

476
00:23:24,680 --> 00:23:27,360
arbitrage, like he sells a 
billion dollars worth of like, 

477
00:23:27,360 --> 00:23:31,120
fake securities and he buys 
Bitcoin and he like gets 

478
00:23:31,120 --> 00:23:33,720
arbitrage in the middle, right? 
Like if he's selling, if he's 

479
00:23:33,720 --> 00:23:36,320
selling equity and it's backed 
by a certain amount of Bitcoin, 

480
00:23:36,800 --> 00:23:39,320
it's like, but he gets, I don't 
know, whatever. 

481
00:23:39,320 --> 00:23:41,960
It's backed by 200 million of 
Bitcoin, and he sells a new 

482
00:23:41,960 --> 00:23:44,640
tranche of equity for a billion.
When he buys a billion of 

483
00:23:44,640 --> 00:23:48,160
equity, like his contention is 
that he made $800 million. 

484
00:23:48,640 --> 00:23:50,720
Like that's his whole like, 
Bitcoin yield thing, right? 

485
00:23:52,040 --> 00:23:54,800
It's like an endless flywheel. 
But he kind of did it. 

486
00:23:54,840 --> 00:23:57,880
Like, I agree with KBM, all 
these other companies, a lot of 

487
00:23:57,880 --> 00:24:00,760
them will probably go down and 
it's going to be tons of scams. 

488
00:24:01,320 --> 00:24:04,440
But like, Sailor kind of found 
the only infinite money. 

489
00:24:04,680 --> 00:24:09,320
And the guys, yeah, it's crazy. 
And these guys like UDI and 

490
00:24:09,440 --> 00:24:12,520
David Hoffman and stuff like 
they're talking about this a 

491
00:24:12,520 --> 00:24:14,520
lot. 
They did kindly MD like that. 

492
00:24:14,640 --> 00:24:17,520
I think that was the UK one 
where they like turned into ABTC

493
00:24:17,520 --> 00:24:21,120
Treasury company. 
They seated it for $1,000,000 or

494
00:24:21,120 --> 00:24:23,960
something like or, or got voting
control. 

495
00:24:23,960 --> 00:24:25,840
I don't know what they did. 
It was 1,000,000 into 100 

496
00:24:25,840 --> 00:24:28,520
million or something crazy. 
That David Bailey guy said he 

497
00:24:28,520 --> 00:24:31,280
put $1,000,000 into he put into 
metaplanet, right? 

498
00:24:31,280 --> 00:24:34,440
He earns 1% of metaplanet and 
metaplanet, it's worth like $100

499
00:24:34,440 --> 00:24:36,760
million. 
So like, yeah, it does feel 

500
00:24:36,840 --> 00:24:40,240
slightly, and we were going to 
talk about this anyway, but like

501
00:24:40,240 --> 00:24:42,560
we kind of missed the boat on 
that. 

502
00:24:42,560 --> 00:24:47,280
Like we were all stuck in the 
trenches in Q1 and then everyone

503
00:24:47,280 --> 00:24:48,160
kind of thought everything was 
dead. 

504
00:24:48,160 --> 00:24:51,600
And what actually just happened 
is people just made ungodly 

505
00:24:51,600 --> 00:24:54,440
amounts of money in the public 
markets for this sort of shit 

506
00:24:54,440 --> 00:24:56,560
like. 
I made a trade on a couple of 

507
00:24:56,560 --> 00:24:59,560
them. 
Tantor I had I I don't hold any 

508
00:24:59,560 --> 00:25:01,960
of them anymore. 
Like I hold MicroStrategy just 

509
00:25:01,960 --> 00:25:05,680
because I like Sailor. 
But yeah, kindly I made a little

510
00:25:05,680 --> 00:25:07,360
trade, and Cantor, I made a 
little trade. 

511
00:25:07,360 --> 00:25:10,800
That was, that's Nakamoto. 
But yeah, I wouldn't hold any of

512
00:25:10,800 --> 00:25:12,640
this stuff long term. 
And I had a really long 

513
00:25:12,640 --> 00:25:14,840
conversation with Brock about 
how to do this myself. 

514
00:25:14,840 --> 00:25:17,640
It's too hard. 
But you should do that. 

515
00:25:17,760 --> 00:25:20,680
That was the real trade. 
Maybe Rex becomes a publicly 

516
00:25:20,680 --> 00:25:22,720
listed company and we we put 
some shit in there. 

517
00:25:22,880 --> 00:25:25,760
I think I think the biggest 
ones, obviously for Bitcoin, 

518
00:25:25,840 --> 00:25:26,880
there's a, there's a bunch of 
them. 

519
00:25:26,920 --> 00:25:29,680
There's way more for Bitcoin, 
but for Solana we actually had 

520
00:25:29,680 --> 00:25:33,680
them on a different show. 
D Fight Development Court, have 

521
00:25:33,680 --> 00:25:37,960
a $5 billion line for Solana and
then you have ones for hype now 

522
00:25:37,960 --> 00:25:40,520
and then you have that one for 
each, but they kind of semi 

523
00:25:40,520 --> 00:25:43,160
rugged it. 
Which kind? 

524
00:25:43,200 --> 00:25:46,160
Of hype makes more sense though,
like that's the only one I can 

525
00:25:46,160 --> 00:25:49,200
see as a long term treasury 
asset other than Bitcoin is hype

526
00:25:49,200 --> 00:25:52,480
and I'm massively biased like 
and yeah what do you said about 

527
00:25:52,480 --> 00:25:54,200
is is hype a better long than 
Bitcoin? 

528
00:25:54,200 --> 00:25:56,440
I don't know, like I I still 
have way more exposure to 

529
00:25:56,440 --> 00:25:59,880
Bitcoin than hype, but hype is 
my second biggest crypto holding

530
00:25:59,960 --> 00:26:04,680
and there's just have you seen 
this H IP3 like hype improvement

531
00:26:05,040 --> 00:26:08,600
protocol or whatever? 
Three, I don't. 

532
00:26:10,240 --> 00:26:12,760
Know that much about it, Like I 
don't 'cause I don't read stuff 

533
00:26:12,760 --> 00:26:14,280
right. 
Like I just kind of like sparse 

534
00:26:14,280 --> 00:26:17,440
some tweets and talk to people. 
I expose myself a bit. 

535
00:26:17,440 --> 00:26:20,880
But what it is basically is if 
you buy a million hype and stake

536
00:26:20,880 --> 00:26:25,440
it, then you can launch like in 
a decentralized permission less 

537
00:26:25,440 --> 00:26:29,280
fashion, you can launch your own
perps market. 

538
00:26:30,000 --> 00:26:32,760
And I don't know the intricacies
of how you do that, but you 

539
00:26:32,760 --> 00:26:36,200
could like put an asset onto 
hyper liquid and you own the 

540
00:26:36,200 --> 00:26:40,160
market, you've launched it and 
you earn like 50% of the fees 

541
00:26:40,640 --> 00:26:43,080
and and there's controls and 
safeguards and whatever. 

542
00:26:43,080 --> 00:26:45,880
These guys are very smart. 
Like you just have to believe 

543
00:26:45,880 --> 00:26:48,240
that part when you're talking to
me because I can't explain it. 

544
00:26:48,640 --> 00:26:51,600
But yeah, that's the basic 
premise is that this will allow 

545
00:26:52,200 --> 00:26:55,680
an entity or a group or a person
who stakes 1,000,000 hype to 

546
00:26:55,680 --> 00:27:00,560
launch their own perp market. 
You can do this on so so the 

547
00:27:00,560 --> 00:27:04,600
ways that I've seen this before 
is there was the asset JLP, 

548
00:27:04,600 --> 00:27:06,960
which I think me and you spoke 
about a number of times, But 

549
00:27:06,960 --> 00:27:10,440
like Jupiter allowed you 
basically do and you basically 

550
00:27:10,440 --> 00:27:15,480
just put in stables, Solana 
Bitcoin E and you basically got 

551
00:27:15,480 --> 00:27:18,000
exposure to those. 
But you've got the the the perp 

552
00:27:18,000 --> 00:27:20,960
fees GMX allow it. 
So you can choose like 

553
00:27:20,960 --> 00:27:24,520
individual trading pairs. 
So like if you wanted to go just

554
00:27:24,520 --> 00:27:28,760
put money into the salon, into 
the fartcoin perp, for example, 

555
00:27:28,800 --> 00:27:31,800
you could. 
But there is there is obviously 

556
00:27:32,400 --> 00:27:35,840
if the pools aren't big enough 
and if one trader makes a lot of

557
00:27:35,840 --> 00:27:37,160
money, you can get kind of 
screwed. 

558
00:27:37,160 --> 00:27:41,320
So like there's obviously high 
fees for like far coin, but if 

559
00:27:41,320 --> 00:27:45,040
like one guy makes $1,000,000 
like you can get, it's sometimes

560
00:27:45,040 --> 00:27:47,960
not that amazing. 
So something to be kind of aware

561
00:27:47,960 --> 00:27:50,040
of, But this feels like an 
extension of that basically that

562
00:27:50,040 --> 00:27:53,240
you can like own. 
It's like unit swap but for 

563
00:27:53,240 --> 00:27:55,480
perps. 
Yeah, this is like the 

564
00:27:55,480 --> 00:27:58,920
democratization of financial 
markets to me, or like that's 

565
00:27:58,920 --> 00:28:01,720
their long term goal. 
And it's like user participation

566
00:28:01,720 --> 00:28:05,000
is rewarded because the users 
are the owners and like it's all

567
00:28:05,000 --> 00:28:08,320
on chain. 
I I just think it's like, yeah, 

568
00:28:08,400 --> 00:28:12,480
I mean, there's no way, there 
was no way to be a liquidity 

569
00:28:12,480 --> 00:28:15,480
provider before DEX is really. 
And like make money off of the 

570
00:28:15,520 --> 00:28:17,040
other side of these trades, 
right? 

571
00:28:17,040 --> 00:28:19,360
You couldn't go give finance 
money and like earn a percentage

572
00:28:19,360 --> 00:28:23,920
of fees, but it's that for all 
of financial markets, plus new 

573
00:28:23,920 --> 00:28:26,440
ideas and owning an entire 
market yourself if you have 

574
00:28:26,440 --> 00:28:30,200
enough money to do it. 
What what do you think K then, 

575
00:28:30,200 --> 00:28:32,480
because you know, you follow 
like public stocks a little bit 

576
00:28:32,480 --> 00:28:37,200
more is you think this bubble 
around crypto stuff is is near 

577
00:28:37,200 --> 00:28:41,000
Internet like we see circle just
hit fucking 40 billion nearly 

578
00:28:41,000 --> 00:28:43,920
whatever it is like. 
Do you think this is starting to

579
00:28:43,920 --> 00:28:45,520
get a bit? 
Stretched. 

580
00:28:45,520 --> 00:28:48,640
Here or you think people are 
going to keep coming in? 

581
00:28:50,000 --> 00:28:52,920
I don't know, man. 
I mean, like the public markets 

582
00:28:52,920 --> 00:28:55,400
themselves don't seem like 
they're going down anytime soon.

583
00:28:55,840 --> 00:28:58,840
Feels like crypto's been 
maturing and kind of entered 

584
00:28:58,840 --> 00:29:01,880
that realm where it's kind of 
hard to see it like Bitcoin and 

585
00:29:01,880 --> 00:29:04,440
stuff having a meaning, like 
huge down move or anything. 

586
00:29:04,440 --> 00:29:08,840
I mean, these treasury companies
seem like disasters, but I don't

587
00:29:08,840 --> 00:29:11,280
know what the disaster is yet. 
Maybe he just keeps going for a 

588
00:29:11,280 --> 00:29:14,520
while, like Long Island Iced Tea
and shit turning into a Bitcoin 

589
00:29:14,520 --> 00:29:17,840
company. 
That's the kind of vibe, yeah. 

590
00:29:17,840 --> 00:29:20,560
I mean, it happened back in the 
day, but like, it feels like 

591
00:29:20,560 --> 00:29:22,080
that's kind of companies doing 
treasury. 

592
00:29:22,280 --> 00:29:25,520
You got Tony G spinning up 
treasuries for hype and shit. 

593
00:29:25,520 --> 00:29:27,360
Like. 
Who is Tony P like? 

594
00:29:28,440 --> 00:29:30,200
I don't. 
Know more about Tony G like is 

595
00:29:30,200 --> 00:29:31,480
he is he like a really well 
known. 

596
00:29:31,640 --> 00:29:34,520
Just some like poker player. 
I don't know if he's a scammer 

597
00:29:34,520 --> 00:29:38,720
or not. 
Like maybe probably, but I don't

598
00:29:38,720 --> 00:29:40,000
know. 
I don't think it's going to end 

599
00:29:40,000 --> 00:29:42,160
well. 
But like just like who the hell 

600
00:29:42,160 --> 00:29:43,760
knows? 
I don't really care either. 

601
00:29:44,720 --> 00:29:47,960
I think it can't end well. 
Like the, the, the treasury 

602
00:29:47,960 --> 00:29:51,800
stuff. 
Yeah, I it's, it's a bit crazy, 

603
00:29:51,800 --> 00:29:53,400
but they're all different 
strategy. 

604
00:29:54,640 --> 00:29:56,920
So maybe the price of Bitcoin 
that goes down and they'll if 

605
00:29:56,920 --> 00:29:58,840
they all fucked up their 
leverage or like some of them 

606
00:29:58,840 --> 00:30:01,440
Dumber ones who use a lot of 
leverage, forced to sell the 

607
00:30:01,440 --> 00:30:02,440
crypto that's on their balance 
sheet. 

608
00:30:02,440 --> 00:30:03,680
Like that's obviously going to 
happen. 

609
00:30:03,920 --> 00:30:06,160
The stock goes to zero and like 
they're forced to sell it. 

610
00:30:06,760 --> 00:30:10,320
He's a high stakes poker player,
was an EUMP at one point. 

611
00:30:10,320 --> 00:30:11,840
That's pretty random. 
They actually we're going to be 

612
00:30:11,840 --> 00:30:12,760
a bit more interactive with 
this. 

613
00:30:12,760 --> 00:30:15,240
So in the chat somebody did ask 
and we'll get to the circle in a

614
00:30:15,240 --> 00:30:17,720
minute. 
But with Bitcoin hitting 104 K 

615
00:30:18,080 --> 00:30:21,280
amid global uncertainties, what 
key indicators is coop watching 

616
00:30:21,280 --> 00:30:23,760
to predict if we are still in a 
bull run or nearing a 

617
00:30:23,760 --> 00:30:26,400
correction? 
Love your insights from NFTQT. 

618
00:30:26,480 --> 00:30:28,520
Do you look at any like? 
Oh, that's really cool. 

619
00:30:28,920 --> 00:30:30,920
You look at any technical 
indicators for this sort of 

620
00:30:30,920 --> 00:30:32,480
stuff coop or is it a vibe? 
Thing. 

621
00:30:32,480 --> 00:30:37,120
No, not really. 
I mean, yeah, let's see how do I

622
00:30:37,720 --> 00:30:39,440
I mean, I'll be long Bitcoin 
forever. 

623
00:30:39,440 --> 00:30:41,960
I would say like bitcoins, not 
really a trade for me. 

624
00:30:42,480 --> 00:30:48,680
And then I think the only the 
only real like I sell calls on 

625
00:30:48,880 --> 00:30:50,920
on. 
I bit like I might do that if I 

626
00:30:50,920 --> 00:30:53,360
think like, OK, we're not going 
to like Giga moon or whatever 

627
00:30:53,440 --> 00:30:55,520
and like, OK, hold Bitcoin in 
different ways, right? 

628
00:30:55,520 --> 00:30:57,000
And I try to make some income 
off of it. 

629
00:30:57,000 --> 00:30:59,200
That's the closest thing I would
get to selling or shorting 

630
00:30:59,200 --> 00:31:02,040
Bitcoin. 
But yeah, how do I look at this 

631
00:31:02,040 --> 00:31:04,040
stuff? 
So like I said, I have like a 

632
00:31:04,040 --> 00:31:06,800
bias to being like a long term 
bull. 

633
00:31:06,800 --> 00:31:09,320
And that would apply to like 
U.S. equity, large caps and 

634
00:31:09,320 --> 00:31:11,480
Bitcoin. 
And it's because I think that 

635
00:31:12,320 --> 00:31:14,800
these greedy fucking boomers 
that destroyed the world at 

636
00:31:14,800 --> 00:31:17,520
Bretton Woods will always just 
print money and that'll never 

637
00:31:17,520 --> 00:31:20,600
end. 
And so as like these high 

638
00:31:20,600 --> 00:31:24,560
quality like assets get debased,
they will go up in like the 

639
00:31:24,560 --> 00:31:27,560
worthless Fiat terms that we 
measure them in. 

640
00:31:28,080 --> 00:31:32,640
So, but I think if I go down 
from like Bitcoin in the S&P, so

641
00:31:32,640 --> 00:31:36,240
I always DCA the S&P and I 
always DCA Bitcoin, then I have 

642
00:31:36,240 --> 00:31:40,000
to make other trades. 
And so, you know, I'd say my 

643
00:31:40,000 --> 00:31:43,440
last big trade, like we're not 
my last big trade, but like I'll

644
00:31:43,440 --> 00:31:45,400
talk about two things. 
Like first is Solana. 

645
00:31:45,880 --> 00:31:49,560
And so when I'm making these 
kind of trades and I'm doing 

646
00:31:49,560 --> 00:31:52,680
this in retrospect, where now I 
understand how I, how I did it 

647
00:31:52,680 --> 00:31:55,520
and what I was looking at, you 
know, I did before, but like now

648
00:31:55,520 --> 00:31:58,120
I can explain it better. 
I talked about this a bit, but 

649
00:31:58,120 --> 00:32:00,920
like the coolness rotation, 
that's the biggest indicator to 

650
00:32:00,920 --> 00:32:04,320
this NFT Kitty guy. 
Like qualitative indicators in 

651
00:32:04,320 --> 00:32:06,880
crypto are, are more important 
to me than quantitative 

652
00:32:06,880 --> 00:32:09,320
indicators because my major 
quantitative indicator is 

653
00:32:09,320 --> 00:32:11,040
eventually they're going to 
print money and this shit's 

654
00:32:11,040 --> 00:32:13,160
going to go out. 
But if that works for Bitcoin, 

655
00:32:13,160 --> 00:32:14,800
right? 
So yeah, we'll talk about Seoul,

656
00:32:15,160 --> 00:32:18,280
what I look at in Seoul in like 
fall 2023. 

657
00:32:18,280 --> 00:32:22,720
Like I, I, I messed around on 
Seoul in 2021 in the NFT days 

658
00:32:22,720 --> 00:32:25,560
and whatever. 
And then when Seoul was going 

659
00:32:25,560 --> 00:32:29,000
down to 8 and FTXI sold most of 
it, like 40s, fifties or 

660
00:32:29,000 --> 00:32:31,200
somewhere like that, it went 
down to 8. 

661
00:32:31,200 --> 00:32:33,200
I didn't buy the bottom. 
I thought maybe it was going to 

662
00:32:33,200 --> 00:32:34,080
be gone. 
I don't know. 

663
00:32:34,080 --> 00:32:37,400
I didn't care that much. 
And when it was on its way back 

664
00:32:37,400 --> 00:32:42,000
up is when I realized like Seoul
was actually the cool asset. 

665
00:32:42,000 --> 00:32:45,000
Like all the guys were still yet
handsome in the video with Jakey

666
00:32:45,000 --> 00:32:47,040
and they're chanting in a 
parking lot and all this stuff. 

667
00:32:47,480 --> 00:32:48,720
And so I'm thinking about it 
more. 

668
00:32:48,720 --> 00:32:50,920
So that's the beginning of the 
qualitative indicator that 

669
00:32:50,920 --> 00:32:54,240
mattered. 
But then it became in the fall, 

670
00:32:54,680 --> 00:32:57,040
meme coins started to come out 
on Seoul and that obviously made

671
00:32:57,040 --> 00:32:59,400
way more sense for meme coins to
trade on Seoul than ETH, even 

672
00:32:59,400 --> 00:33:00,960
though the ETH Maxis wouldn't 
admit it. 

673
00:33:01,280 --> 00:33:04,080
But it just All in all, like the
cool stuff was happening on 

674
00:33:04,080 --> 00:33:06,600
Seoul. 
And so if you look at ETH, like 

675
00:33:06,600 --> 00:33:09,840
the downfall of ETH was really 
when it became uncool. 

676
00:33:09,960 --> 00:33:12,480
And it became uncool because the
cool people left and did other 

677
00:33:12,480 --> 00:33:14,640
stuff. 
And then only the mid curve kind

678
00:33:14,640 --> 00:33:18,560
of idiots stayed. 
And like to me, that's kind of 

679
00:33:18,560 --> 00:33:21,720
the whole story. 
So now if you look at Seoul and 

680
00:33:21,720 --> 00:33:25,840
I bridge it into hype, like OK, 
now my big trade is always 

681
00:33:25,840 --> 00:33:30,560
Bitcoin and and like blue chip 
stocks and that's by DCA 

682
00:33:30,560 --> 00:33:31,840
forever. 
But. 

683
00:33:31,840 --> 00:33:35,920
Just Seoul like do you think the
salt, do you think the sole Kols

684
00:33:35,920 --> 00:33:38,120
are still cool? 
Did you think that's that? 

685
00:33:38,120 --> 00:33:41,600
No. 
No, you, that's what I I mean, 

686
00:33:41,600 --> 00:33:42,840
I. 
I. 

687
00:33:42,960 --> 00:33:45,920
Hate to ever be called a 
something Kol, you know what I 

688
00:33:45,920 --> 00:33:47,080
mean? 
Like they will they'll call me. 

689
00:33:47,080 --> 00:33:50,040
People will have seen me from 
the from the first time here. 

690
00:33:50,040 --> 00:33:52,720
Oh, he's the sole Kol. 
He's the this Kol like I see 

691
00:33:52,720 --> 00:33:55,080
that like they'll call me that, 
but I really, if you're paying 

692
00:33:55,080 --> 00:33:59,040
attention, I'm a nothing Kol bro
like, and I think that the guys 

693
00:33:59,040 --> 00:34:01,720
that are it's the KOLS, it's the
users, it's the communities, 

694
00:34:01,720 --> 00:34:04,480
it's the builders. 
It's like it it's it's always a 

695
00:34:04,480 --> 00:34:09,960
slow exodus and then you're left
in the end, Seoul will look like

696
00:34:10,159 --> 00:34:12,679
ETH right, unless they can 
recapture the hot thing. 

697
00:34:13,000 --> 00:34:15,440
If pump does their own chains, 
it's if we're Seoul, right? 

698
00:34:15,960 --> 00:34:20,560
And so for the for the Kitty 
guy, like if I was, you know, I,

699
00:34:20,840 --> 00:34:25,199
my goal in fall 2023 was I 
started to see the memes come 

700
00:34:25,199 --> 00:34:27,560
out. 
I faded with then I saw with do 

701
00:34:27,560 --> 00:34:29,280
what it did. 
And then I'm like, OK, this is 

702
00:34:29,280 --> 00:34:31,239
now probably going to be the 
theme of the cycle. 

703
00:34:31,600 --> 00:34:33,840
And then my goal was to get as 
much soul as I could and just 

704
00:34:33,840 --> 00:34:39,199
stake it and wait. 
And then, yeah, 2024 or 2025, 

705
00:34:39,199 --> 00:34:41,880
you know, maybe I'm thinking 
it's a bit frothy and I start to

706
00:34:41,880 --> 00:34:44,480
sell most of it. 
And I kept 3/4 of it. 

707
00:34:44,800 --> 00:34:47,719
But it's all based on 
qualitative indicators, like the

708
00:34:47,719 --> 00:34:50,600
backdrop is the money printing 
and the backdrop is the Bitcoin 

709
00:34:50,600 --> 00:34:53,840
price. 
But the decision on Seoul, it's 

710
00:34:53,840 --> 00:34:56,000
qualitative. 
And now I'm seeing the same 

711
00:34:56,000 --> 00:34:58,920
stuff. 
So when hype, like, you know, 

712
00:34:58,920 --> 00:35:00,960
when I started to look at it 
closely and the sexes were 

713
00:35:00,960 --> 00:35:02,800
attacking and I'm like, OK, 
what's going on here? 

714
00:35:03,280 --> 00:35:06,400
And then I start looking at the 
communities and stuff like, and 

715
00:35:06,400 --> 00:35:09,000
who's building. 
And it's like Jeff had this 

716
00:35:09,000 --> 00:35:11,720
ethos of Fair launch and like 
they don't talk, they just 

717
00:35:11,720 --> 00:35:13,560
release stuff. 
And then you see hyper unit. 

718
00:35:13,560 --> 00:35:16,120
This is like massively important
infrastructure. 

719
00:35:16,120 --> 00:35:18,680
And then I look at the 
communities that are there like 

720
00:35:18,680 --> 00:35:21,960
the hypeos, and it's like, OK, 
it's a Remilio derivative, but 

721
00:35:21,960 --> 00:35:25,160
actually like the people are 
cool. 

722
00:35:25,240 --> 00:35:29,960
Like the the memes are good. 
Like the shit is based like, and

723
00:35:30,040 --> 00:35:32,960
it's yeah, it's the coolness 
rotation. 

724
00:35:32,960 --> 00:35:35,240
Trade is the most important 
qualitative indicator. 

725
00:35:35,760 --> 00:35:37,640
Everything else is based on 
money printing. 

726
00:35:38,160 --> 00:35:40,960
You only really know that you've
been in crypto for a while. 

727
00:35:40,960 --> 00:35:45,560
But if you think about Q1, which
is like all the Solana Kols got 

728
00:35:45,560 --> 00:35:48,480
caught up in the in the 
culmination of the mean point 

729
00:35:48,480 --> 00:35:51,640
cycle, right? 
Like if they get done with Trump

730
00:35:51,640 --> 00:35:57,680
they then got done with with the
drags around Libra and and some 

731
00:35:57,680 --> 00:36:00,640
of the other ones around. 
Man, the Congo or whatever 

732
00:36:00,640 --> 00:36:03,320
Central African Republic came in
and rugged us like. 

733
00:36:04,000 --> 00:36:05,320
Right. 
But the Kols were the really 

734
00:36:05,320 --> 00:36:07,440
ones that became uncool at that 
time. 

735
00:36:07,480 --> 00:36:10,840
And then, Oh yeah, hype. 
Hype by that time was probably 

736
00:36:10,840 --> 00:36:15,440
trading at what, like 15? 
4 bucks or something yeah yeah, 

737
00:36:15,520 --> 00:36:18,680
like it it came out and it was 4
bucks and it went up to 30 

738
00:36:18,680 --> 00:36:22,960
really fast and then it kind of 
ground down so it feels like. 

739
00:36:22,960 --> 00:36:25,360
That really Solana KOL is 
talking about now. 

740
00:36:26,200 --> 00:36:28,560
Well, they. 
Solana, the trenches you're 

741
00:36:28,760 --> 00:36:30,680
you're still seeing some keep 
clicking. 

742
00:36:31,240 --> 00:36:32,240
We know what they tweeting 
about. 

743
00:36:32,280 --> 00:36:33,560
We know what they tweeting about
right now. 

744
00:36:33,560 --> 00:36:36,560
We it wasn't clear. 
I teed it up you see it up. 

745
00:36:37,000 --> 00:36:39,480
We should get to this because 
this is the other hot take of 

746
00:36:39,480 --> 00:36:45,640
the week myself and KBM slaving 
for months on the on the on the 

747
00:36:45,640 --> 00:36:50,080
crypto casino. 
Turns out the robot boys have 

748
00:36:50,240 --> 00:36:54,040
rolled it back and have Lloyd an
on chain casino with with all of

749
00:36:54,040 --> 00:36:56,160
those guys. 
I know you're now associated 

750
00:36:56,160 --> 00:36:59,440
with them. 
We're all, we're all friends 

751
00:36:59,440 --> 00:37:01,800
here, but what, what would you 
think of it? 

752
00:37:01,800 --> 00:37:04,360
Like, I know you've obviously 
you've tried our product too, 

753
00:37:04,360 --> 00:37:06,040
but I think there's a world for 
both. 

754
00:37:06,080 --> 00:37:08,600
But I'd love to hear your take 
on all of this stuff and also 

755
00:37:08,600 --> 00:37:10,880
like the approach of marketing 
as well. 

756
00:37:12,120 --> 00:37:14,520
Yeah, it's funny because I 
didn't ask him too many 

757
00:37:14,520 --> 00:37:18,240
questions. 
So I used it. 

758
00:37:18,240 --> 00:37:20,600
I've used it and I and I 
streamed on it. 

759
00:37:22,120 --> 00:37:24,480
But it's I mean, it's right now 
it's pretty basic. 

760
00:37:24,480 --> 00:37:25,880
I think it's because of the 
difference in approach. 

761
00:37:25,880 --> 00:37:28,120
So the reason I even like 
answered them and talked to them

762
00:37:28,120 --> 00:37:33,640
is because I do like the non 
custodial, like on chain, you 

763
00:37:33,640 --> 00:37:36,640
know, thing like I think that 
that's cool. 

764
00:37:36,640 --> 00:37:39,760
It's like I'm not going to say 
the hyper liquid of casinos 

765
00:37:39,760 --> 00:37:41,200
because it's not that that's 
crazy. 

766
00:37:41,200 --> 00:37:43,960
If I can't provide, if I can't 
be the house and then steal the 

767
00:37:43,960 --> 00:37:47,000
guy's money with better odds, 
then it's not the hyper liquid 

768
00:37:47,000 --> 00:37:49,920
of casinos. 
But still, it's like a step, 

769
00:37:49,920 --> 00:37:50,880
right. 
I do like that. 

770
00:37:51,120 --> 00:37:53,160
Now I do think like it doesn't 
really matter. 

771
00:37:53,160 --> 00:37:56,480
The end users going to use the 
best thing some of their games, 

772
00:37:56,480 --> 00:37:59,800
like I I've got a problem with 
the fact that they don't have 

773
00:37:59,800 --> 00:38:02,800
the right gates of Olympus game.
And that's like the thing I 

774
00:38:02,800 --> 00:38:06,360
played the most on Yeep is like 
it's like different. 

775
00:38:06,400 --> 00:38:09,440
They have it's called gates of 
Zeus and like he doesn't raise 

776
00:38:09,440 --> 00:38:11,520
his arm and like I just don't 
get as excited. 

777
00:38:13,000 --> 00:38:15,840
I think people will ultimately 
just go use the best product and

778
00:38:15,840 --> 00:38:18,200
obviously they're spending so 
much money on marketing right 

779
00:38:18,200 --> 00:38:19,400
now. 
It's retarded, right, like 

780
00:38:19,400 --> 00:38:21,280
Kobe's saying he got offered 
half a mil a month. 

781
00:38:21,280 --> 00:38:24,120
Like come on, that makes sense. 
It's real, but I didn't know. 

782
00:38:24,320 --> 00:38:27,160
That was for. 
Is there like a fight within the

783
00:38:27,160 --> 00:38:30,440
internal Kols about that now? 
Like it's like why wasn't I 

784
00:38:30,440 --> 00:38:32,960
given 500 KM of? 
Like I don't. 

785
00:38:32,960 --> 00:38:36,080
Care, you know, banks OR. 
Games. 

786
00:38:36,080 --> 00:38:38,200
No, I, I don't care. 
I think it's funny. 

787
00:38:38,200 --> 00:38:40,520
I just responded to Kobe and I'm
like, I feel like the janitor. 

788
00:38:40,520 --> 00:38:42,560
Any tips on like getting my my 
pay up? 

789
00:38:42,880 --> 00:38:47,040
But no, I mean I don't I I 
haven't actually even talked to 

790
00:38:47,040 --> 00:38:50,680
a single other KOL about it and 
nobody even asked me about it 

791
00:38:50,680 --> 00:38:53,200
until today. 
Like when it when it blew up on 

792
00:38:53,200 --> 00:38:57,800
the timeline because of Kobe. 
But no, I think it's, you know, 

793
00:38:57,800 --> 00:39:00,280
it's just they're like, Oh yeah,
we're the badge, we're going to 

794
00:39:00,280 --> 00:39:01,920
pay this. 
And then I'm like, whatever, I 

795
00:39:01,920 --> 00:39:04,840
get a lot of those messages, but
I figured it was cool because of

796
00:39:04,840 --> 00:39:07,000
the the on chain decentralized 
thing. 

797
00:39:07,480 --> 00:39:09,800
But the. 
Thing like I think that's a 

798
00:39:09,800 --> 00:39:13,160
genuine thing like you don't do 
KYC for something like this and 

799
00:39:13,160 --> 00:39:16,280
the the and and those two things
are links which you mentioned. 

800
00:39:16,280 --> 00:39:21,840
So like the, the reason why they
could never have Gates of 

801
00:39:21,840 --> 00:39:25,880
Olympus is because all the, all 
the providers require some level

802
00:39:25,880 --> 00:39:28,880
of KYC or license for this to 
happen. 

803
00:39:29,400 --> 00:39:32,000
So like if you're going to say 
we're going to do completely 

804
00:39:32,000 --> 00:39:34,960
decentralized, no license, no 
KYC, you will never get those 

805
00:39:34,960 --> 00:39:39,320
games, but you can recreate the 
games, which is kind of what 

806
00:39:39,320 --> 00:39:43,640
they've done. 
And and and then so you you have

807
00:39:43,640 --> 00:39:46,320
this like no KYC element, but 
then you can't have the 

808
00:39:46,640 --> 00:39:49,320
similarly for sports, for 
example, like no sports provider

809
00:39:49,320 --> 00:39:51,440
would allow that. 
So then you have to create like 

810
00:39:51,440 --> 00:39:53,920
a decentralized sports book. 
What what, what do you think 

811
00:39:53,920 --> 00:39:55,280
about it? 
KB Mii know you're going back 

812
00:39:55,280 --> 00:39:59,400
and forth on a little bit, but. 
Yeah, I know, I know and I like 

813
00:39:59,800 --> 00:40:06,720
say too much, but I mean they 
they have low RTPS for 

814
00:40:07,040 --> 00:40:08,920
decentralized product one would 
think. 

815
00:40:09,280 --> 00:40:12,280
Then they clapped back and said 
ours aren't approval RTPS, but 

816
00:40:12,520 --> 00:40:15,640
they are. 
And there's a couple other 

817
00:40:15,640 --> 00:40:18,640
things, my sleep, but I don't, I
don't need to share those. 

818
00:40:19,040 --> 00:40:21,280
But yeah, I don't know, I think 
it's fine. 

819
00:40:21,280 --> 00:40:24,480
I think it's a good product. 
It looks cool, but obviously I'm

820
00:40:24,480 --> 00:40:28,320
pretty biased. 
Can it can it only work on 

821
00:40:28,320 --> 00:40:30,520
Solana though? 
Like are the actual phrase 

822
00:40:30,520 --> 00:40:33,840
happening on like this couldn't 
happen on the big corner on beef

823
00:40:34,240 --> 00:40:35,840
or could it? 
I don't actually know. 

824
00:40:36,600 --> 00:40:39,440
Is it like it's more like soul 
casino then in that sense where 

825
00:40:39,440 --> 00:40:44,360
it's like a Solana? 
Is this all the soul K Wells? 

826
00:40:44,400 --> 00:40:45,440
Right, that's what I was 
thinking. 

827
00:40:45,440 --> 00:40:48,040
About yeah, it seems like it's 
mostly a Solana thing, at least 

828
00:40:48,040 --> 00:40:50,840
for right now. 
You can only use Solana on it. 

829
00:40:51,200 --> 00:40:53,320
Yeah. 
Like you deposit Seoul and then 

830
00:40:53,320 --> 00:40:55,920
you like withdraw Seoul. 
Like it's not multi currency. 

831
00:40:56,040 --> 00:40:58,600
That's the thing. 
Like from a feature perspective 

832
00:40:58,600 --> 00:41:03,200
and like from purely the user 
experience, like I mean, I guess

833
00:41:03,200 --> 00:41:08,040
you'd use it if you wanted to 
avoid KYC, but it it currently 

834
00:41:08,040 --> 00:41:10,080
like I think they have a long 
road ahead of themselves to 

835
00:41:10,080 --> 00:41:12,720
build the best casino. 
Like if you were just, you're a 

836
00:41:12,720 --> 00:41:17,280
user and you don't care and you 
don't mind KYC ING Yeah, you're 

837
00:41:17,280 --> 00:41:20,800
offered more elsewhere, you 
know, like that's just how it 

838
00:41:20,880 --> 00:41:22,560
is. 
Use on their marketing spend, 

839
00:41:23,280 --> 00:41:25,680
that's what. 
Do you think about that? 

840
00:41:26,280 --> 00:41:27,600
What do you think about that in 
general? 

841
00:41:27,720 --> 00:41:32,120
Like just it feels like we just 
spoke about that like the the K 

842
00:41:32,120 --> 00:41:36,400
wells and are KOL's like at the 
least cool point of the cycle, 

843
00:41:36,400 --> 00:41:37,520
right? 
Now, I mean, it might be 

844
00:41:37,760 --> 00:41:40,960
somebody who has no fucking idea
about social capital and for the

845
00:41:40,960 --> 00:41:44,200
target markets they're going 
for, not necessarily you other 

846
00:41:44,400 --> 00:41:46,280
people that's your sponsoring. 
It's kind of weird. 

847
00:41:46,280 --> 00:41:47,880
You want to go KOL's for cool, 
right? 

848
00:41:48,200 --> 00:41:50,760
And and now it feels like 
they're less cool. 

849
00:41:51,400 --> 00:41:55,240
I think it's hard. 
You got to like, I mean, fuck, 

850
00:41:55,240 --> 00:41:56,360
I'll just talk shit about every 
kill. 

851
00:41:56,360 --> 00:41:58,880
I don't give a fuck, right? 
I have my own, like I'm in my 

852
00:41:58,880 --> 00:42:01,760
own league, I think, but not 
like I'm trying to be. 

853
00:42:01,760 --> 00:42:04,120
It just is what it is, man. 
Like I just talk about what I 

854
00:42:04,120 --> 00:42:05,760
want to talk about. 
I've always done it the same 

855
00:42:05,760 --> 00:42:07,760
way. 
I'm not I don't have a business 

856
00:42:07,760 --> 00:42:08,640
plan. 
I didn't. 

857
00:42:09,000 --> 00:42:11,880
I created this account because I
got banned from Reddit and then 

858
00:42:11,880 --> 00:42:14,440
the IP banned me, banned 10 
accounts. 

859
00:42:14,440 --> 00:42:18,920
Like yeah, dude, like I used to 
be on Wall Street Bets and I was

860
00:42:18,920 --> 00:42:21,520
like, I just need an outlet to 
talk about stuff. 

861
00:42:21,520 --> 00:42:24,920
Like I've always been a massive 
Internet troll, like trolling on

862
00:42:24,920 --> 00:42:28,120
the Internet as a secret hobby 
for no reason on weird message 

863
00:42:28,120 --> 00:42:30,520
boards, like since I was a 
teenager. 

864
00:42:31,120 --> 00:42:34,440
And then I went into finance and
I used to like trade stocks and 

865
00:42:34,440 --> 00:42:36,920
do this and that and like, so I 
ended up on Wall Street bets and

866
00:42:36,920 --> 00:42:39,920
like I ended up getting banned 
and that was my biggest troll 

867
00:42:39,920 --> 00:42:42,360
outlet. 
And I was also getting way more 

868
00:42:42,360 --> 00:42:45,600
into crypto at the time. 
And so I just created like ACT 

869
00:42:45,640 --> 00:42:48,840
account and or I had a Twitter 
account because I used to use it

870
00:42:48,840 --> 00:42:52,000
to just follow equity stuff, but
I never posted or anything. 

871
00:42:52,080 --> 00:42:55,640
And so I just, it was NFTS kind 
of drew me in and I was posting 

872
00:42:55,640 --> 00:42:57,880
more and stuff. 
But the point is there's no 

873
00:42:57,880 --> 00:42:59,600
business plan there. 
I've always just talked about 

874
00:42:59,600 --> 00:43:03,200
what I want to talk about. 
And so the thing about KFKOLS 

875
00:43:03,200 --> 00:43:08,280
not being cool anymore, I guess,
like most of the people that 

876
00:43:08,280 --> 00:43:11,520
have like, like most of these 
people have decided like I'm 

877
00:43:11,520 --> 00:43:13,920
going to be a crypto KOL and 
then they figure out how they're

878
00:43:13,920 --> 00:43:15,960
going to do that and then they 
go build up an account. 

879
00:43:16,360 --> 00:43:18,040
Yeah, they don't. 
They're following, right. 

880
00:43:18,040 --> 00:43:18,760
Like. 
Super. 

881
00:43:18,760 --> 00:43:21,760
Point. 
And so I'm just like, OK, like I

882
00:43:21,760 --> 00:43:25,320
think what whatever's going on, 
I'm usually moving around. 

883
00:43:26,040 --> 00:43:28,280
I'm sure I'm going to have a Big
L and embarrass myself, but I 

884
00:43:28,280 --> 00:43:30,000
haven't really had a Big L in a 
couple years. 

885
00:43:30,000 --> 00:43:32,120
I've been in the right places 
and it's all out of interest. 

886
00:43:32,120 --> 00:43:35,320
Like people want to read my 
takes on stuff and like, cool. 

887
00:43:35,320 --> 00:43:39,600
And so with that, they get the 
racism to funniest thing is I 

888
00:43:39,600 --> 00:43:42,400
mostly just talk about being 
racist without being racist. 

889
00:43:42,400 --> 00:43:45,600
It's a bit of a psyop. 
And then you have it's bro, this

890
00:43:45,600 --> 00:43:47,640
shit's an IQ test. 
You ask someone, what do you 

891
00:43:47,680 --> 00:43:51,120
think about Coop on CT? 
And like the middle curve will 

892
00:43:51,120 --> 00:43:52,760
be like, he's a racist and he's 
a scammer. 

893
00:43:53,200 --> 00:43:55,160
And you'll be like, Oh well, 
what did he do that's racist? 

894
00:43:55,160 --> 00:43:56,360
And they'll be like, oh, he's a 
racist. 

895
00:43:56,360 --> 00:43:58,240
That's like the Trump thing. 
Oh, he's a scammer. 

896
00:43:58,240 --> 00:44:00,840
What did he scam? 
Well, he's a scammer, you know, 

897
00:44:00,840 --> 00:44:04,280
And the smart guys and the dumb 
guys fucking love me and so. 

898
00:44:04,720 --> 00:44:07,800
But yeah, I think. 
Dude just automatically assumes 

899
00:44:07,800 --> 00:44:10,920
everyone just assumes that that 
is that is the racist PFP. 

900
00:44:10,920 --> 00:44:13,400
But even though this is rather 
wrong stuff, it feels like the 

901
00:44:13,440 --> 00:44:16,600
the NICAP community feels split 
even on that. 

902
00:44:16,600 --> 00:44:18,120
Like I I've noticed. 
That, yeah. 

903
00:44:18,680 --> 00:44:23,160
It's it's strangely mixed, let's
put it that way. 

904
00:44:23,160 --> 00:44:27,080
But yeah, going on from that, I 
think it's a good movie. 

905
00:44:27,560 --> 00:44:28,720
Is that people? 
Have it's like. 

906
00:44:29,560 --> 00:44:32,040
Influences and then they are 
right. 

907
00:44:32,160 --> 00:44:34,200
I'll do that in crypto rather 
than like. 

908
00:44:34,600 --> 00:44:38,480
I got into crypto just by saying
and like and just like enjoying 

909
00:44:38,480 --> 00:44:40,720
the ethos of it. 
And then I became big because of

910
00:44:40,720 --> 00:44:42,280
my views. 
It's very much changed now. 

911
00:44:43,200 --> 00:44:46,480
Yeah, there's way more 
manufactured accounts that set 

912
00:44:46,480 --> 00:44:48,720
out to be an influencer for XYZ 
reason. 

913
00:44:48,720 --> 00:44:50,600
Well, no, the reason is to make 
money, I guess. 

914
00:44:50,960 --> 00:44:52,920
But then you got different. 
Like it's not just me, right? 

915
00:44:52,920 --> 00:44:55,960
Like, and there's guys that are 
way better at me than me at just

916
00:44:55,960 --> 00:45:00,160
being like like Anson, right? 
Like Anson is a sick account. 

917
00:45:00,160 --> 00:45:01,800
He gives out so much 
information. 

918
00:45:01,800 --> 00:45:05,640
Like I'm I'm a pretty big fan 
and he's got sick vibes. 

919
00:45:05,640 --> 00:45:09,080
Like seems like a nice guy. 
I never met him IRL, but like he

920
00:45:09,080 --> 00:45:12,200
wrote a he replied to some tweet
where some guy was like, I don't

921
00:45:12,200 --> 00:45:15,800
get why hyper liquid is so 
valuable and he like wrote this 

922
00:45:15,800 --> 00:45:18,320
crazy thesis just in a reply 
like 2 days ago. 

923
00:45:18,320 --> 00:45:20,640
Like there's guys like that 
where it's like you really have 

924
00:45:20,720 --> 00:45:22,320
you guys are both those guys 
too. 

925
00:45:22,320 --> 00:45:26,400
You know what I mean? 
Like and so that's why KOL 

926
00:45:26,400 --> 00:45:29,680
seemed boring because the KOL 
market got saturated with like 

927
00:45:30,120 --> 00:45:33,680
just man, you didn't grow 
because people were were seeking

928
00:45:33,680 --> 00:45:35,880
out your opinion on stuff and 
trying to listen to what you 

929
00:45:35,880 --> 00:45:39,240
have to say and whatever. 
You grew because you DM 10,000 

930
00:45:39,240 --> 00:45:41,960
times and you've hacked the 
Kaito algorithm and shit. 

931
00:45:41,960 --> 00:45:44,640
Like, yeah. 
Kaito, what do you think on 

932
00:45:44,640 --> 00:45:45,960
that? 
Like that's been the big change 

933
00:45:45,960 --> 00:45:47,680
this cycle, like because what 
you're saying is true. 

934
00:45:47,680 --> 00:45:49,440
And then there was a shift I 
think about a couple of months 

935
00:45:49,440 --> 00:45:52,400
ago to like, right, we need 
people who write good content 

936
00:45:52,760 --> 00:45:53,960
and Kaito's going to create 
that. 

937
00:45:53,960 --> 00:45:57,560
And I think at the top end of 
that list, you would agree that 

938
00:45:57,560 --> 00:46:01,080
like the top of the Kaito 
leaderboard is some is some of 

939
00:46:01,080 --> 00:46:04,600
the better accounts, but it's 
also, yeah, it's now created 

940
00:46:04,600 --> 00:46:07,320
this like. 
This I think. 

941
00:46:07,760 --> 00:46:10,520
Cesspool of of of accounts too 
like. 

942
00:46:10,680 --> 00:46:13,280
If I could draw it. 
Good for certain things, but 

943
00:46:13,280 --> 00:46:17,000
it's also like you, you kind of 
see where this is going. 

944
00:46:17,840 --> 00:46:20,120
Yes, exactly. 
You see where it's going 'cause 

945
00:46:20,120 --> 00:46:23,080
it's like it was a genius idea 
at first right 'cause it's, it's

946
00:46:23,080 --> 00:46:25,480
almost like botting with extra 
steps, but like the bots are 

947
00:46:25,480 --> 00:46:29,440
humans and so but when they 
attracted the people with big 

948
00:46:29,440 --> 00:46:32,320
accounts and existing respected 
opinions, right? 

949
00:46:32,320 --> 00:46:35,000
Like, you know, I clicked the 
button, I signed up, I'm on 

950
00:46:35,000 --> 00:46:36,640
Kaido and you guys are probably 
on Kaido. 

951
00:46:36,640 --> 00:46:38,880
Like most people tried it and 
are on it. 

952
00:46:39,000 --> 00:46:41,600
And so it's nice. 
It's like you don't have to do 

953
00:46:41,600 --> 00:46:44,920
anything. 
I, I logged into it once, but I 

954
00:46:44,920 --> 00:46:46,720
guess at the beginning where it 
was like, OK, they're 

955
00:46:46,720 --> 00:46:50,880
incentivizing people to talk 
about their clients in like a, a

956
00:46:50,880 --> 00:46:54,160
frictionless way that's kind of 
hidden and you get more points 

957
00:46:54,160 --> 00:46:55,880
on Kaido. 
If it's organic, that's good. 

958
00:46:56,120 --> 00:46:58,920
But then all these guys, like I 
said, like the same group of 

959
00:46:58,920 --> 00:47:01,360
people that decided like I'm 
going to grow a crypto account, 

960
00:47:01,360 --> 00:47:03,760
be a crypto KOL. 
Now they've hacked the Kaido 

961
00:47:03,760 --> 00:47:06,240
algorithm. 
And so it's a little bit more 

962
00:47:06,240 --> 00:47:10,800
like overt that it's like pretty
heavy-handed. 

963
00:47:10,800 --> 00:47:12,960
Like people are either Kaido 
farmers and they're talking 

964
00:47:12,960 --> 00:47:16,480
about the Kaido projects or 
they're just like some organic 

965
00:47:16,480 --> 00:47:18,640
KOL that might mention stuff or 
might not, right? 

966
00:47:18,640 --> 00:47:22,280
Like I'm not farming Kaido. 
And so the value like the, I 

967
00:47:22,280 --> 00:47:25,520
think the top fear, like you can
pay Kaido 150 bucks a month. 

968
00:47:25,520 --> 00:47:28,600
Like that's what Robert Trump 
pays and I think and what you 

969
00:47:28,600 --> 00:47:32,480
used to get is like a lot 
different from what you get now 

970
00:47:32,480 --> 00:47:34,800
and what you will get in six 
months is going to be a lot 

971
00:47:34,800 --> 00:47:36,480
different. 
I think the model is kind of 

972
00:47:36,480 --> 00:47:39,560
like going to go away. 
Maybe now there's 20 Kaido 

973
00:47:39,560 --> 00:47:43,960
derivatives like so I don't know
that you're necessarily getting 

974
00:47:43,960 --> 00:47:47,760
the value because now you're the
Kaido farming is done by all 

975
00:47:47,760 --> 00:47:50,520
these small and mid size 
accounts which a lot of them put

976
00:47:50,520 --> 00:47:53,280
out great information. 
Like man, I got a shout out the 

977
00:47:53,280 --> 00:47:57,080
goat bandit XD bandit XDT He 
became like the king of Kaido 

978
00:47:57,120 --> 00:47:58,960
out of nowhere hacking the 
algorithm. 

979
00:47:58,960 --> 00:48:02,440
He's a great shit poster. 
Like yeah, it's like some of 

980
00:48:02,440 --> 00:48:05,040
these guys like did it right and
made it work really well. 

981
00:48:05,720 --> 00:48:10,360
But I think the the entire 
premise of Kaido is is being 

982
00:48:10,360 --> 00:48:12,640
cheapened over time. 
Like it that's just the 

983
00:48:12,640 --> 00:48:15,240
progression of it. 
So I don't know if they'll be 

984
00:48:15,240 --> 00:48:19,240
able to get people to pay them 
150 KA month for a campaign in 

985
00:48:19,240 --> 00:48:21,840
six months. 
We we paid them. 

986
00:48:21,840 --> 00:48:24,280
We paid, we didn't pay them 150 
a month, but we paid them. 

987
00:48:24,360 --> 00:48:27,000
I think it I think even they 
would admit though that like 

988
00:48:27,000 --> 00:48:30,560
they need the next stage of this
is it's weird because what 

989
00:48:30,560 --> 00:48:33,240
you're saying is true. 
It's not bots, but it's people 

990
00:48:33,320 --> 00:48:36,360
writing AI context. 
It's human as bots. 

991
00:48:36,480 --> 00:48:39,200
Yeah, it's human bots. 
It's like literally, yeah, it's 

992
00:48:39,200 --> 00:48:42,040
weird world of. 
Like ChatGPT? 

993
00:48:42,040 --> 00:48:44,840
Like the fucking our information
mixed. 

994
00:48:45,600 --> 00:48:47,400
In mixed in with good people, 
right? 

995
00:48:47,440 --> 00:48:49,640
And it's like and. 
The people reading it, it's like

996
00:48:49,640 --> 00:48:53,640
if you're you're now, you know, 
on the timeline, like, oh, this 

997
00:48:53,640 --> 00:48:57,400
guy's talking about his 50th 
Kaido project in the last six 

998
00:48:57,480 --> 00:48:58,880
weeks, OK. 
And it's cool. 

999
00:48:58,880 --> 00:49:02,600
Like if I'm interested, I'll 
read it, but it's not the same. 

1000
00:49:02,600 --> 00:49:04,400
Like it's not going to have the 
same impact. 

1001
00:49:04,400 --> 00:49:07,160
No, it's just like bullshit fake
engagement at this point. 

1002
00:49:07,320 --> 00:49:08,560
Almost a little. 
Bit, yeah. 

1003
00:49:09,800 --> 00:49:11,960
So hopefully. 
I'm real, I'm real. 

1004
00:49:11,960 --> 00:49:14,920
We got some real. 
We got some real Kaito slash we.

1005
00:49:15,600 --> 00:49:18,520
Need to do this giveaway though 
by the way, It's about time. 

1006
00:49:18,960 --> 00:49:23,680
We're about to juice up the 
Kaito relatively soon, so yeah, 

1007
00:49:23,720 --> 00:49:24,480
are. 
We doing a giveaway. 

1008
00:49:24,480 --> 00:49:25,960
I don't. 
Know, let's do the giveaway. 

1009
00:49:25,960 --> 00:49:29,200
We didn't actually pick winners 
last week, So what are we? 

1010
00:49:29,200 --> 00:49:32,040
Planned. 
So we, we have to pick three 

1011
00:49:32,040 --> 00:49:34,240
winners, right? 
So by the way, if you are 

1012
00:49:34,240 --> 00:49:36,480
watching or listening to us on 
the space and then you probably 

1013
00:49:36,480 --> 00:49:39,280
came in on on the Twitter 
spaces, all the show now is on 

1014
00:49:39,280 --> 00:49:41,440
Kik. 
You can go check us out. 

1015
00:49:41,760 --> 00:49:47,440
We're Degen's live on Kik. 
And obviously you can also 

1016
00:49:47,560 --> 00:49:49,480
listen to us on Twitter Spaces, 
but you're going to be able to 

1017
00:49:49,480 --> 00:49:52,600
watch us on on on Kik from now 
on. 

1018
00:49:52,840 --> 00:49:54,240
We want to try and grow that as 
an audience. 

1019
00:49:54,240 --> 00:49:57,160
So go follow us. 
If you're a follower, you are 

1020
00:49:57,160 --> 00:50:00,040
going to be out and the only way
to win prizes is also to link 

1021
00:50:00,040 --> 00:50:02,640
your Kik account. 
So make sure you're following us

1022
00:50:02,720 --> 00:50:05,000
and that will be how you win 
prizes going forward. 

1023
00:50:05,000 --> 00:50:08,480
Also, you've got to sign up 
under the rec radio affiliate 

1024
00:50:08,480 --> 00:50:10,920
code for yeet. 
We're probably going to do some 

1025
00:50:10,920 --> 00:50:13,400
form of like a weekly race as 
well going forward. 

1026
00:50:13,400 --> 00:50:17,600
So like the top people you can, 
you can go see our thing on yeet

1027
00:50:17,600 --> 00:50:20,440
leaderboards and we're going to 
give out the people who are on 

1028
00:50:20,440 --> 00:50:22,360
the top of that leaderboard each
week. 

1029
00:50:22,560 --> 00:50:24,920
Also, if you're listening, I 
just want to give my 

1030
00:50:24,920 --> 00:50:26,840
perspective. 
This is a massively bullish 

1031
00:50:26,840 --> 00:50:29,520
giveaway, the most bullish kind 
because when there's a couple 

1032
00:50:29,520 --> 00:50:32,800
things to do, couple hoops to 
jump through, most people won't 

1033
00:50:32,800 --> 00:50:34,760
do it. 
So your competition is low, you 

1034
00:50:34,760 --> 00:50:38,000
have a higher chance of winning.
Do the stuff. 5 grand a week, 

1035
00:50:38,000 --> 00:50:43,000
that's, you know, 50 grand. 
We're going to be giving out a 

1036
00:50:43,000 --> 00:50:46,240
year if this show continues. 
I think, I think, I mean, it's 

1037
00:50:46,520 --> 00:50:49,000
only 200 people are following us
on kit right now. 

1038
00:50:49,000 --> 00:50:51,600
So it's a pretty, pretty good 
odds anyway. 

1039
00:50:52,960 --> 00:50:54,840
So are we picking them 
internally? 

1040
00:50:54,840 --> 00:50:59,360
You or or or Sims actually is is
taking over for for this. 

1041
00:50:59,360 --> 00:51:02,680
So the code web is wrecked. 
We are picking 3 winners. 

1042
00:51:03,160 --> 00:51:11,240
Out of 59 people, damn. 5000 
good odds. 59 eligible entry, so

1043
00:51:11,560 --> 00:51:39,480
59 people. 
Are they coming up on stage Sims

1044
00:51:39,480 --> 00:51:41,040
or we just we're just speaking 
to them in the chat? 

1045
00:51:41,040 --> 00:51:44,200
I think we can probably just 
spin for them in the chat. 

1046
00:51:44,200 --> 00:51:45,880
Or do you want to have them up 
on stage as well? 

1047
00:51:46,160 --> 00:51:51,160
There's Nova in the chat. 
They should have been watching 

1048
00:51:51,160 --> 00:51:52,400
to enter the code and get in the
code. 

1049
00:51:52,400 --> 00:51:55,240
So they probably inside chat. 
If you have a look I can put the

1050
00:51:55,240 --> 00:51:57,720
comments back on screen. 
You can see the name Brownie 

1051
00:51:57,720 --> 00:51:59,840
Nova, yeah. 
I think we'll just spin for them

1052
00:51:59,920 --> 00:52:01,160
or we'll do. 
How many? 

1053
00:52:01,280 --> 00:52:03,960
How many spins do you want? 
Two more, so we'll do 2. 

1054
00:52:04,160 --> 00:52:07,440
More OK, let me just met know 
this user, make sure we don't 

1055
00:52:07,440 --> 00:52:16,440
lose it and what do you want? 
Plinko or or or lamb chop or 

1056
00:52:16,440 --> 00:52:19,920
risky Click today KBM. 
I mean, I think you have to do 

1057
00:52:19,960 --> 00:52:22,880
lamb chop. 
It's. 

1058
00:52:24,480 --> 00:52:35,480
Lamb chop. 
It's lamb chop blowing out my 

1059
00:52:35,480 --> 00:52:40,080
ears. 
And one more, all right. 

1060
00:52:40,320 --> 00:52:59,320
And then after this we will go. 
So how do you want to do this? 

1061
00:52:59,320 --> 00:53:01,600
I think we, we keep 500 in the 
bank for all of you. 

1062
00:53:01,600 --> 00:53:04,080
So we'll, we'll do $1000 lamb 
chop. 

1063
00:53:05,280 --> 00:53:11,560
We'll do $1000 lamb chop runs on
Easy and maybe each one of us 

1064
00:53:11,560 --> 00:53:13,200
will decide when to stop each 
time. 

1065
00:53:15,080 --> 00:53:16,280
So who are we doing it for 
first? 

1066
00:53:16,320 --> 00:53:17,800
Who was The Who was the first 
one we're doing it for? 

1067
00:53:18,040 --> 00:53:22,160
Brownie Nova, let me remove 
this. 

1068
00:53:22,680 --> 00:53:24,440
Sims, do you have those names or
or can you? 

1069
00:53:25,600 --> 00:53:27,480
Hear me still. 
Yeah, I have an E now. 

1070
00:53:27,600 --> 00:53:29,440
An E now, yeah. 
Sorry, Brownie Nova was the 

1071
00:53:29,440 --> 00:53:30,680
first one. 
Brownie Nova. 

1072
00:53:30,680 --> 00:53:34,840
So who is intern running it or 
you? 

1073
00:53:35,000 --> 00:53:38,160
Are you running it on? 
It's not me. 

1074
00:53:39,480 --> 00:53:42,880
Interesting. 
I mean if I have a login I can I

1075
00:53:42,880 --> 00:53:44,840
can get it running. 
Yeah, when you get it running, 

1076
00:53:45,000 --> 00:53:49,480
when you get it running. 
Yeah, a second. 

1077
00:53:55,280 --> 00:53:58,000
Anyway, in the meantime, are the
users here? 

1078
00:53:59,240 --> 00:54:00,640
Well, I think we're just going 
to run for them. 

1079
00:54:00,640 --> 00:54:01,920
I think we're just going to run 
for them. 

1080
00:54:02,360 --> 00:54:04,240
I think it's easier. 
OK. 

1081
00:54:05,320 --> 00:54:07,160
At least this time because 
they're actually in the kick 

1082
00:54:07,160 --> 00:54:09,160
chat. 
So I think this time we're just 

1083
00:54:09,160 --> 00:54:11,480
going to have them because we 
didn't have them pre, like we 

1084
00:54:11,480 --> 00:54:12,880
didn't have them chosen from 
last week. 

1085
00:54:12,880 --> 00:54:16,320
So we're just going to try that.
We run for each person and then 

1086
00:54:16,320 --> 00:54:20,280
we'll give out the privacy end. 
OK. 

1087
00:54:20,720 --> 00:54:23,000
Or do we just, we just have 
these guys for the winners next 

1088
00:54:23,000 --> 00:54:24,000
week? 
If we're not, if we're not 

1089
00:54:24,000 --> 00:54:25,520
organized around it, we could 
just have these guys. 

1090
00:54:25,680 --> 00:54:27,520
No, I'm getting in now. 
We're going to go. 

1091
00:54:27,600 --> 00:54:29,800
I'm about to try it. 
OK, thanks. 

1092
00:54:31,640 --> 00:54:38,080
OK, so $1000 lamb spots, lamb 
chop spins, you, you add 56 

1093
00:54:38,080 --> 00:54:40,600
entries. 
So Jesus Christ, we've got to 

1094
00:54:40,600 --> 00:54:43,520
get this affiliate link going if
we're going to need about 250 

1095
00:54:43,520 --> 00:54:48,240
grand prizes. 
Yeah, you sign up for us under 

1096
00:54:48,240 --> 00:54:50,400
that. 
I kind of feel like this kick 

1097
00:54:50,400 --> 00:54:52,680
account might cook. 
Like we've already got 200 

1098
00:54:52,680 --> 00:54:54,080
followers. 
This is like the third show 

1099
00:54:54,080 --> 00:54:56,840
we've done. 
Is my screen being prevented? 

1100
00:54:56,840 --> 00:54:59,400
I need the host to present their
screen. 

1101
00:54:59,680 --> 00:55:01,080
There we go. 
All right. 

1102
00:55:01,120 --> 00:55:02,680
There you go. 
All right, we're doing lamb 

1103
00:55:02,680 --> 00:55:04,520
chop. 
Let's go. 

1104
00:55:05,240 --> 00:55:07,400
OK, so should I do the first 
one? 

1105
00:55:07,560 --> 00:55:10,200
I'll do the first one. 
I'll, I'll, I'll say. 

1106
00:55:14,160 --> 00:55:17,160
What is it? 
500 spin. 1000, that's 2000. 

1107
00:55:17,400 --> 00:55:19,080
What 1000 winner? 
How many? 

1108
00:55:19,080 --> 00:55:22,320
How many did? 
You get once because you get 500

1109
00:55:22,320 --> 00:55:23,800
in the bank. 
You got, you got 500 in the 

1110
00:55:23,800 --> 00:55:25,640
bank, right? 
And that's just one spin. 

1111
00:55:26,120 --> 00:55:28,240
One spin, one spin, All right. 
Man, I'll go. 

1112
00:55:28,880 --> 00:55:39,040
OK, go. 
No, no, no. 

1113
00:55:40,200 --> 00:55:44,680
Oh, what? 
Do we think kid? 

1114
00:55:47,040 --> 00:55:48,920
It's for the giveaway winner, 
right? 

1115
00:55:49,280 --> 00:55:50,200
Yeah, let's drive. 
What do? 

1116
00:55:50,360 --> 00:55:59,040
You got 500 in the bag, right? 
I think we're going to keep 

1117
00:55:59,080 --> 00:56:00,440
going for this, right? 
Going to, to to. 

1118
00:56:00,440 --> 00:56:03,160
Be fair to all the win. 
So no one's like weird. 

1119
00:56:03,160 --> 00:56:05,480
Why don't you try and get across
the train tracks for all of them

1120
00:56:05,880 --> 00:56:07,560
and if you do, cash them out at 
train tracks I. 

1121
00:56:08,840 --> 00:56:11,240
Think I think we will fiver. 
We'll fiver. 

1122
00:56:12,120 --> 00:56:13,720
We'll fiver. 
You want to drive. 

1123
00:56:14,120 --> 00:56:16,040
No, I'm going to play it safe 
for the first one because this 

1124
00:56:16,040 --> 00:56:17,560
is a nice little win. 
We'll cash out here. 

1125
00:56:18,520 --> 00:56:21,960
You win, you win $2100. 
I think that was pretty nice, 

1126
00:56:22,160 --> 00:56:24,120
right? 
You got dying off from the train

1127
00:56:24,120 --> 00:56:24,880
tracks. 
Besides it. 

1128
00:56:25,240 --> 00:56:27,560
Dude, that stick is that brownie
Nova? 

1129
00:56:28,080 --> 00:56:30,800
So brownie not with this one, 
just over 2 grand right? 

1130
00:56:30,920 --> 00:56:32,880
So how? 
How are you not signed up by 

1131
00:56:32,880 --> 00:56:35,080
someone signed up? 
Here, well, the second person. 

1132
00:56:35,080 --> 00:56:38,560
Who's the second account? 
Go follow go follow Coop as well

1133
00:56:38,600 --> 00:56:40,760
as our new guest Co host a lot 
of base they have. 

1134
00:56:41,520 --> 00:56:44,360
Second one was Kalikos. 
Coleco. 

1135
00:56:44,360 --> 00:56:45,720
I'm driving for Coleco. 
You pick. 

1136
00:56:45,840 --> 00:56:49,440
You pick the winner, buddy, 
because I drive fucking fast and

1137
00:56:49,440 --> 00:56:53,000
hard to dress. 
Get ready, here we go. 

1138
00:56:53,720 --> 00:56:56,240
You're going to make a lot or 
you're going home with $500. 

1139
00:56:58,480 --> 00:57:07,800
OK. 
Oh, what we think in hand? 

1140
00:57:11,560 --> 00:57:19,440
Oh, no. 
Oh, my goodness. 

1141
00:57:19,440 --> 00:57:27,600
You draw me as this fucking 
person. 

1142
00:57:28,040 --> 00:57:30,640
Yeah, it's OK. 
He still wins 500 bucks. 

1143
00:57:31,200 --> 00:57:32,480
You know what you're getting 
with KBM. 

1144
00:57:32,520 --> 00:57:33,680
All right? 
High variance. 

1145
00:57:35,640 --> 00:57:36,520
Let's see what you're getting 
with. 

1146
00:57:37,520 --> 00:57:40,400
OK, who's the person? 
What's the name? 

1147
00:57:41,640 --> 00:57:46,480
It is M priest, M priest. 
M Priest makes you a following 

1148
00:57:46,560 --> 00:57:48,200
cook because he's. 
M Priest. 

1149
00:57:48,920 --> 00:57:51,600
All right, M Priest, I don't 
know your deal, but I'm going to

1150
00:57:51,600 --> 00:57:54,680
assume you're conservative when 
I play this, so I'm going to 

1151
00:57:54,680 --> 00:57:57,080
take the money early, but I'm 
still going to jump a couple 

1152
00:57:57,080 --> 00:57:59,880
times. 
OK, OK, let's go. 

1153
00:58:00,280 --> 00:58:03,840
Go one. 
OK, go again. 

1154
00:58:06,080 --> 00:58:11,920
OK one more I was going to cut 
it off. 

1155
00:58:11,920 --> 00:58:14,520
I was literally going to do 3 
and done in priest. 

1156
00:58:14,520 --> 00:58:16,840
Oh, sorry. 
I think that was a great, that 

1157
00:58:16,920 --> 00:58:18,400
was a great one. 
I love it. 

1158
00:58:21,200 --> 00:58:24,080
This shit is so. 
Exciting, I made it to the 

1159
00:58:24,080 --> 00:58:28,360
casino a few times. 
Casino on $1000 spin would be 

1160
00:58:28,440 --> 00:58:29,800
crazy. 
Man who? 

1161
00:58:30,400 --> 00:58:34,360
Was a winner, everyone's a 
winner, Loses. 

1162
00:58:34,360 --> 00:58:37,280
You still got 500 bucks, someone
won 2000. 

1163
00:58:38,160 --> 00:58:39,680
It's a great giveaway. 
So make sure you're following 

1164
00:58:39,680 --> 00:58:41,400
us. 
Make sure I'm your guy for 

1165
00:58:41,400 --> 00:58:43,560
laptop going forward. 
OSF is going to be back next 

1166
00:58:43,560 --> 00:58:49,320
week eating eating tacos in the 
background while us we cook. 

1167
00:58:49,640 --> 00:58:51,920
Great first show, really loved 
having you on. 

1168
00:58:52,680 --> 00:58:56,160
Thank you for having me. 
Yeah, and go follow everyone, 

1169
00:58:56,160 --> 00:58:59,880
KBM obviously on X coupon X and 
we'll see you next week, guys.