Oh, yo, what up? What up?
Good morning. Good morning, GMG.
Monday, Monday, baby. Monday, Monday, Monday.
Up, up over up over 14th. Oh baby, What did we tell you
guys? October 1st, your favorite
influence was tweeting October's finish October's cancel to y'all
got y'all got to use the mute and block button hardly not
softly in this bull market. You got to you got to cancel the
noise. You got to mute and block every
single person that was talking about this October thing not
happening Study seasonality study bulls study having some
fucking balls anyway, sit down. Sorry, I got my calls in the
house. Sorry I'm I'm starting strong.
It's October 5th 14th. You know where where the Bulls,
the bulls are ranging right now raging.
You absolutely love to see that. I got my Co hosts in the house,
Tyler Mando. How are you guys doing today?
I'm doing great man. How are you?
Fantastic, Mando, Fantastic. It is not sunny outside, but let
me tell you where it's sunny in the charts.
What's up, Tyler? Yeah, I'm good.
It's a good weekend. The Bulls won, or the Bears won
rather, in London, so that was nice.
Little. Not this weekend.
They're four and two now. In London.
Yeah, the NFL plays like one game a week in London these
days. Yeah, a week.
So I was there. So last year I was there during,
I forgot who, but there was also like football players everywhere
and I'm like, the fuck, I'm I'm in the wrong city.
I was at the Connaught actually having a cigar man though, and
it's like Dolphins fans everywhere and I'm like, what
the hell is going on like. You know, I'm curious how, like,
how does, like, does the London crowd feel about this?
Like, do they want the NFL expand?
They go down to the games they're they're at Wembley,
which is where they like the the football team plays and they
sometimes do it at the at the Tottenham Stadium, but they
generally are played on the on when we, the football games are
not playing for that reason. Yeah, this is.
International break this. Week I used to well, not I mean,
I used to work basically on a floor of like 30 to 40%
Americans. There's so many Americans in in.
True. Yeah, but you got like 5000
thousand people to to go there, right?
Yeah, like financial services is like a disturbing amount of the
UK population economy and even higher for London.
And there's a lot of Americans in London working in finance.
So you, you, these things, there's, there's always loads of
people to turn up. Interesting.
Yeah, there's quite a few of them.
Quite a few of them. Look at that Tottenham Hotspur
Stadium. Wow.
I mean Tottenham must really suck dude if they have to
replace them with with the football that you play with your
hands. I mean if you're a Tottenham
fan, pivot, pivot to Chelsea. I don't actually.
Chelsea's not doing that good this season.
Just pivot to another London team.
Chelsea doing good, Chelsea well, they're doing better.
Yeah, eat better, better. It's true.
I mean, you know what it is? I like Chelsea, but every time I
I've been betting on them every weekend and they that's how I
know they're not doing good because they haven't been doing
good on my, in my sports books. But it's OK.
They're they're looking good, though.
They're like a young reinvigorate, reinvigorated
team. Whatever happened to their
owner? Is he like, is he also like
banned from the UK? Is he like a Russian oligarch?
They they, they got a new owner two seasons ago.
Now it's the, the person who owns LA Dodgers now and known as
Chelsea. Hello.
Well, it's like a fight for the owner of Chelsea at the moment.
Like there's two separate syndicates which own a decent
chunk. Oh wow.
OK, OK, fine. Did you know that the owner of I
forgot which team is Persian? Anyways, one of the big teams
anyways. I think it's Tottenham.
I think it's no, no, Tottenham's owned by by it's definitely not
owned by Persians. It's it's Everton, it's Everton.
Oh well, maybe not a top team met y'all.
My bad. Maybe maybe done anyway.
Sit on the show today. On the show today.
Today. Yeah.
Happy Thanksgiving to my Canadian family.
This Thanksgiving in Canada today.
Hey, you know what am I doing here?
I'm supposed to be off. I mean, it's a holiday in the US
day too. It's now Indigenous People's
Day. Oh, it's true.
It's so happy. Columbus Day in the US Happy.
Why are we on stream, boys? What is going on?
Same question. What do we do?
Wait, what? The weekend was too green.
We have to break it down, I guess.
Sims is really slamming us, dude.
That's crazy, bro. That is crazy.
That's crazy dude. I'm flying to Paris tonight.
I got I got places to be. I got people.
See, I'm here host. No, I'm just kidding.
Happy Thanksgiving, my Canadian fam.
We love you guys. And happy Indigenous Peoples
Day, Columbus Day to our American fam.
So anyways, another show today. Today we got daily market report
as usual. I mean, we everybody thought we
were going to go down when we hit 62 K, but the bears had
nothing in them. Nothing.
Not a bone left in these motherfuckers.
They're ready to hibernate because that's all they could
give us. Not even the one in front of the
sick after the 6th 62 what? And we're back down to back up
to 65. So many will have probably a
mouthful, probably a mouthful to talk about.
And then Tylers. I mean, at this stage, Tylers
got a top 10,000 for sure, right?
I'm assuming, I mean, this is wild.
Tyler probably has 10,000 this morning and then and then and
then and then then that's about it.
Robot giveaways pick back up tomorrow.
And last but not least, this show is powered by Galaxies with
seamless built in monetization tools, Galaxies enables the
development of sustainable long term communities, fulfilling
bitcoins vision of decentralized freedom and independence from
centralized control. Mendo, can you dig it?
GM everyone and it is a is a very big GM Today we are finally
having a decent day. It looks like Bitcoin hit 65 K.
My honest opinion is we're about to go on a run here.
Like I think we're about to come out of the chop.
As I've said, we are you can go look back on whatever four or
five months of this. I've said every single time when
the rally is going to be this, this is the period and I think
we're going to head up towards near all time highs.
And I think we break it just after the election or around the
election. I don't really know what set
this off. There was some positive news out
of China like they're going to do some more fiscal stimulus,
although the 280 billion that was that was initially announced
doesn't like they gave me figures around it, but China
stocks did bounce. I think personally part of this
is a bit of a Trump pump, like his odds are increasing and
there is definitely some correlation between the two of
them. So you know, if if he's at 55 to
60% probability going into Election Day, I do think you
know, crypto will be strong. It will be strong going into
that if it's the final couple of weeks.
So I think we're having a little bit of a Trump pump here and
it's it's a bit more broad. So over the weekend, obviously
we had meme coins dominating. Today it's a bit more altcoin, I
would say. And some of the older meme coins
are pumping things like Pepe mog.
What other ones like Brett, you know, the ones that were like
listed, they were already a billion.
They kind of hadn't participated and now they're participating a
bit more, you know, with. Oh wow, It's, it's breaking.
It's a very, very key level here, actually for West.
Very key. Nice.
What else? So on the bearish side, it does
look like there could be a a ton of eats coming to sell again.
About 1.3 billion ETH may be coming to for sale from a a
scam, the plus token scam. I saw that today.
So ETS under before me again, definitely not a good look
there. But other than that, majors feel
good. Bitcoin and Solana both kind of
keeping out of each other. So we broke into the top 15 I
think. So we looked over value compared
to Solana as I've said a few Times Now.
That being said, I said that 30% ago and I've been wrong, but
things can go past I think fair value in in this sort of space.
Yeah, it is a bull market, right.
So it's like remove all your fair valuations almost.
It's now 25% of the Seoul's market cap and yet around four,
4% of its fees. So if you're looking for a fast
chain, I do think it's slightly value, but we've already spoken
about Solana and unlocks and just general inflation third,
which I think could be more prevalent in the last quarter,
South Korea, South Korea, which is, you know, probably in the
top five for crypto adoption and like economic size as well.
They looking to unban Bitcoin ETF.
So I think they that could be absolutely massive.
Interest. For that out there and in
Germany and Asia. So that had been one of the
things that the new government has come in and said that they
would do. It now looks like they're going
to potentially go and do that. Australia launches first ETF
today, but I don't think that's necessarily a big deal.
And Greyscale, which is the tokenized fund, you know,
obviously behind the Greyscale Trust, they've actually, they're
starting to get a little bit bullish on, well, it's starting
to put up bullish thesis for a ton of different altcoins.
So they put out 35 different altcoins today, which could be
considered for funds in the future.
All of those altcoins are kind of rallying.
Wow. Yeah, so grayscale looking to
get into a ton. Remember they, they did Suey,
they did it, they did an AI fund like Tau in it and that then
they've, they had XRP, they've had that they're, they're really
trying to launch funds for everything here.
So they're trying to bring crypto to Tradfi.
And then Athena, which is a relatively well known D5
protocol we spoke about quite a few times.
They are now looking to add Solana to best classroom as
well. So you had a little bit of a
pump in Soul and you had to pump in Athena today.
On the back of that, there was some FUD again about finance.
Finance Only one Launchpad coin from Binance is now up this year
and it was a meme coin. Of course.
Is it a gaming meme coin? This is only one of those.
I think, I think it's actually Jupiter +11 gaming token.
Yeah, Jupiter's up 111 meme coin.
Man where's Jupiter trading at? Jupiter to me is still the like
outside all memes. You want a safe beta obviously.
That to me will always be the best beta for Solano.
Oh it's looking good too. I haven't looked at that chart
in a bit, but if you're if you're it means aside if you
don't like memes, it's not a bad one for so.
Honestly I like that one a lot. Look at that, it's on its bottom
looking good. Plus the team locked all their
tokens, right? They did like the burn.
So correct, they've got a. Little bit less cell pressure.
Yeah, I downloaded the app last night actually for fun, just to
try. I'm not a fan of crypto on
mobile personally, personally speaking, that's me.
I don't do crypto on my phones at all, but I don't the app last
night just because as I'm traveling this week, I was like,
oh, maybe I loaded. I love the Jupiter with like
1020 K. In case is a quick is a quick
shake coin have a little money handy.
I'm not going to do that by the way, but I because I know I'm
going to lose it right away. I'm going to be like sloppy
fucking buying the coin. But the app is seamless, dude,
seamless. Like we have seamless crypto
applications on the App Store in this cycle, which we didn't have
last cycle. Like seamless aside from the
moon shots and stuff. It's nice, it's really nice.
Mando, I saw the, the, the Athena stuff.
I don't know if you guys saw like, remember that tweet I sent
you guys over the weekend of this guy's bag, like safe bag.
He had like soul Sui with etcetera.
You guys like, oh, it's too safe.
It's not risky enough. True story.
Because we like our race. But that's the guy who basically
wrote a his name is Ethan Eugene and he wrote a huge piece on on
Ena this weekend, Mando, which got like 1,000,000 views.
And I think that's the one that really had a this guy here,
Eugene. Oh yeah, he used to work at DWF.
But it no, that's not the Eugene.
No. No, that's just another Eugene,
I think. I mean, it's the pigeon, but not
the racist pigeon. Yeah, the the other pigeon.
Sorry. We deal with a lot of animals in
this industry, but OK, right. Maybe I got it wrong.
That guy's called. The same though, no?
Yes, I mean there are multiple Eugene's in the world, but like.
First and second name is the same.
No. Yes, please.
Type in Eugene. Type in Eugene.
Yeah, 100% dude. No.
Is that DWF? Is that?
No, I don't know if it's DWF Eugene but it's the same name.
It's not this Eugene the. Guy's name is the same.
Oh, it's not. Oh yeah, I get it.
OK, fine. You're right.
Oh shit, they are the same name. OK, well it's not the DWF,
Eugene and last name. I was going to call you racist
for a second, but I guess maybe it is this anyways, I don't
know, but that's the threat that if you're wondering, Athena,
like this thing went super viral and it's like a whole
explanation of like why and what and everything, which for those
of you, Chris, but Athena, I don't have any.
But anyways, it's an interesting piece brother.
I've been. I've been talking about this for
a long time. You know, base.
To base Athena you. Talk about it and then you take
a fat trade, you tell nobody and you come back 50X later and you
send me a screenshot the DMS of your bags and then you tell me I
like this coin here and then I top it.
Fuck. You.
Yeah, I'm out, by the way, I'm out.
One second I gotta take my sweater off.
I'm dying. I'm obviously kidding.
We we have been talking about seeing that for like fucking
ever though. All right, That was like a back
in the OV days when he was still on the show.
So I do remember that. What else man do?
What are you expecting this week?
Are you expecting us to like fully just blast off through
that 66 K mark or you expecting maybe a little little like chop
higher? Like I don't think we ever I
don't think we set 5450 like these prices.
But do you expect us to chop grind higher towards the
elections or just full blast? This isn't 1.
The only thing I can see as a something that stops us is is
Israel versus Iran flaring up, of which it seems as though
there is going to be some sort of response over the next few
weeks. We'll see it.
We'll probably see a response back notably the US moved anti
ballistic ballistic missile technology to Israel this this
weekend. So maybe maybe we'll see a bit
of back and forth there. But yeah, I think we're going to
all time highs. All right, look, I see that.
Consistent the whole time. This is the time that I think we
start to see a real we really start to pick up.
We come out of the range 3-4 weeks before the election.
I think you want it to be Max law.
Yeah, love that NFADYOR. Yeah, it could be tomorrow,
could be a big day because so like the US markets have been
closed since Friday. So everyone who's playing the
ETFs, they've missed this move effectively.
From Well, it's closed today. Right.
So US is closed. So they're not going to get any
of the action today. They're going to be playing
catch up tomorrow. They might be playing catch up
at 65, five or 66. And also it seems like there was
some, there was some bullish in NVIDIA news, I think over the
over the weekend. I think folks are expecting
NVIDIA to continue to, to move up.
So if the US stocks move up, I think that's not a potentially
bullish, you know, tailwind for, for crypto as well.
So it could be a nice little day tomorrow.
I forgot that the markets were closed today, Tyler.
I said I wouldn't have closed either.
I was like, I don't like being long until the US open.
You never know. They could go both ways.
They could shake you down, shake you out or or blast you off.
So I always close before open just in case.
I rather be closed at 9:30 pump and buy back at like 935
straight up. But but I I, I did, I forgot the
market. Yeah, maybe the.
Markets are open. So I take it back, I guess the
markets are open today. So, OK, so I apologize.
Columbus Day. I thought they were closed.
It is open. Never mind, never mind.
The markets are open. You know it's a bull market when
when Farooq gets back to leverage trading, right?
You just know. You know that we've entered a
bull cycle when Farooq is talking about 10X leverage
trades that you have to close before the US Open.
Yep, if not I can't focus on my work either.
So that's the alpha. You know It's not bad bro.
I made like 20 grand brushing my teeth last night, you know?
Nice, nice. You know, you see Solana
catching a bid on Asia time. You long, you go to bed, you
close it, and you sleep tight. Worst case, next morning it's
the dollar higher than your clothes.
But you're still happy anyways. Tyler.
Yeah, but you know what it is, Mendel?
Like, to the point you just made.
Now go to Tyler for a top 1000. But like it's exactly the same
setup as Q4 last year, like, except that we're not we're
probably not going to get the same 20 the year, right. 25
supposed to be like just an uptrend.
But like, like I'm feeling the same way I felt in Q 4/20/23
like comfortable longing shit without necessarily like
worrying about it as much. Like it's just like obviously
like depends how much, how risk averse you are.
But like my swan longs yesterday, man, there was like
5X like with like liquidation price like 110.
So what are the odds that happens over, you know what I
mean? So it's like it's just like I
I'm comfortable enough, like trading obviously made some some
bets every weekend the memes, but but I'm sure that Tyler will
have a mouthful to talk about here.
So let's get to it. Our top story likely are the
Trump families, so the the WLFI world Liberty five.
That token sale will begin tomorrow as a reminder, selling
I think $300 million in a $1.5 billion valuation.
They had a launch basis at 8:00 AM Eastern today.
I think hosting by the Nall fall crew.
I did not tune into that spaces. So we'll we'll have to get the
TLDR from someone else. Another political Krypton is
comma apparently is going to give a speech today outlining
her plan for crypto rules and regulations.
I think this will be one of the first times we've seen her do
that. So some big news find.
That out. Yeah, Matthew Cycle was was
tweeting about it here just to right before the show.
It's some I think bullish news. So Mount Gox, they pushed their
deadline back to pay back the billions of bitcoins they owe.
Now it's back another year to October 2025.
S not as great of a headline for those who are owed, but perhaps
less overhang cell pressure here in the near term.
Another protocol in gaming news. So Web 3 gaming had a major
breakthrough as top streamer Shroud touted just using the
blockchain over Steam while playing Avax's Off the Grid
game. While he was actively streaming
that, that Off the Grid game became the top free title in the
Epic Game Store. So this was a big one You
probably saw chatter about that on the timeline this weekend and
then karate combat. So they're they are launching
their own L2 on Hedera. It's called up using its up only
gaming stacks. So shout out to them and memes,
NFTS folks. This was the other big story of
the weekend Meme majors are up about 5 to 10% here this
morning. Pepe up.
Pepe went both up about 8%. Here go.
This goat token was the top mover, top story of the the week
and it's up something like 80% to $140 million on a big, big
volume. That's like A70X in two or three
days. So shout to anyone who got into
that. Slurf back over 100 million.
I think boom back over 600 million.
A lot of the old stuff pumping the Murad means were read mostly
this morning, but I I shared the numbers yesterday.
They added 1.5 billion in market cap in the past so it was a good
week for the moron memes then. Epic good good friend of the
show The Epic Duck up 15% overnight after the gaming kick
off yesterday. In NFT news, Ethan Mt leaders
are mixed pudgies fell BYC chops but it's the meme NFTS that are
the top stories. Smiles were up 150%.
The ladies are back to 4.69. Sprottos and Aeons leveled up
this this weekend as well. Runes this new Gizmo token, it's
tied to the Pups community. Gizmo up 60% to about $20
million. Pups was back up to 185 as well.
So that's the rundown. So we we've got movement memes
across ETH, across NFTS, across Bitcoin.
You you purposely not mention the fact like no mog is up 20%.
You know there's a little you know, there's a little bit of a
did you catch that man? He's like legacy memes.
Pepe is up 8% while bone these guys talk about fucking fucking
foam fine boom and slurf these guys.
These guys shouting out slurf bro.
He doesn't want to say it. Yeah, actually I.
I even had MOG in my nose and I didn't read it off.
Wow, that's that's some some serious bias.
Slurf Slurf and Epic are not friends because the slurf dev
destroyed us for a fucking. Oh, I remember that.
Oh remember when he owned like all the supply like As it turns
out it was like a slurf dev wallet that was destroying Epic
the 1st. Week destroying it.
Destroying it bro did he have like 80 million tokens or some
shit? I already found out towards the
end, yeah. And then, yeah, yeah, it was.
He had a disturbing. I was like nearly 100 million
tokens. I remember you like a week of no
sleep going full Mando XBT. You couldn't figure it out for
the life of you. Mando used to call me like man
someone around us is just fucking this.
Turns out it was Slurf dev account that was sending Epic to
0 every day. Anyways, we don't like Slurf
around here, but there's a little thing going on here, you
know, between mog and and Tyler. So if if the moggers want to mog
Tyler, you're welcome to. Anyway, I'm playing.
With you think the mog crew needs a a firelight under their
ass I think they got complacent and it's like on on he's
following birthday and then SPX pulling you.
Out. What fucked him this weekend now
looks like Mog is slightly pulled back ahead.
Let's go. Let's I mean, look, there's a
race, but you're not wrong in the sense that there's a race
between SPX and mock to the top here.
You know, on Mirage, they're both on Mirage list on the
Therium SPX sitting at $839,000,000 and mocks and 847
mil. So it's it's tight, you know,
You know, I think the biggest loser in that race though is
Giga, right? Because that Giga and SPX are
kind of going toe to toe and then and then you have MOG in,
in a space going, you know, band for band here.
I'm very comfortable in my MOG bag.
I'm not going to lie. I'd love to say anyways, Tyler,
Mr. Tyler, I mean, look, there's a lot for you to cover this
morning. Where do you want to start?
Yeah, and there's a lot to go into and we're chat means maybe
we just finish off on the memes. Then we'll go into some of the
the meteor store, the meteor meteor stories here, starting
with the Mirad stuff. I mean, MOG, the only one really
in green here today at 850 million.
But the last week was just incredible.
I shared it on Twitter yesterday.
Just I just did a basic analysis on the weekly change in these
coins across the whole index of 10.
They basically jumped from 3 billion in market cap to four
and a half billion in market cap.
Wow, SPX was a huge mover. It moved like 250%.
USA was a big one down below. But basically across the board
most of them are out, you know two to three X except for like
pop cat up top. Giga was notably that the the
lowest performer was only up 6% on the week, which which stands
out compared to to the the rest of that list.
I think one of the themes here is like the ETH ones are are
greatly outperforming. So like MOG, SPX sticker,
Bitcoin and APU are had had much stronger weeks than the top Sol
ones. So I'm curious.
I think that makes sense honestly, because I just think
so many ETH, like if you, if you own a ton of ETH here, so many
of them are talking about moving into meme clothes, right?
They don't. They don't.
They do not want to bridge the Solana.
Nope, they're like anything but Solana.
This is true. It happened like you even saw
like the bank this guy get ratioed.
By Anson, I think it. Was by Anson the other day.
Yeah, it wasn't Anson. What's his name again?
Trustless state, I think. No, it was the other guy.
Hoffman. No, Hoffman is trustless.
What's the other guy's name from bank list?
David. Dude.
The other dude, no, David, he's funny, he once said.
Hoffman once said trust someone says David.
It's the same guy. What's the other?
What's the fucking bad guy? His name?
Ryan. It's Ryan something, isn't it?
I can't even find him on his own page.
Type Ryan. There he goes.
This guy. This guy got got got ratioed by
by Anthem. Anyways, go on, I'll find it
while you guys talk. Yeah.
So which I think is like you're going to see this, you're going
to, I do think money from ETH will flow into ether meme coins
and it's way less competitive and you kind of know what the
winners are. So I do think that ether meme
coins can outperform here only the right ones, though.
I wouldn't be buying some like second tier ether memes, but it
does feel as though I've, I've actually genuinely been very
surprised that Pepe hasn't had like a bigger run than it has.
But I, I I. Agree.
I've I've thought for a while that Pepe should have just like
doubled because I think. If it double s, it's always like
that, right? What?
What really follows it, like I don't really know, like Mog's
moving, but Pepe's Pepe's not as in I think it can double in
isolation. That's basically what that's the
thing about some of these ETH memes is like there's a meme
called MPC. Have you seen this meme?
Yes. No.
You've not seen MPC? Or MPC M like.
NN like NPC like a not. Playable tag though?
Which one? There's an ETH one.
OK, Oh my. What?
Yeah, it's been like one with my memes, ETH.
I I only heard about this meme last week.
Holy shit. Look at the frog's face.
We can't see it. You know that, right?
Oh, sorry, I don't. Know what he's looking at?
Yeah. Yeah.
Oh, there. OK, that's insane.
Yeah, big move. Is it 300 million?
But even like stuff like. This like, you should go back.
That's the thing. There's like, no, there's
nothing like Turbo Nero up top. Yeah, there's Zen down below.
There's really not that much like Turbo's over 600.
You know, Nero's closing in on a billion.
What's Nero at? I actually didn't even check it
this morning. Here I think it's probably I do
think this is a space for for one like big new viral Eve meme,
you know, maybe attached to an NFT community.
There's like a die hard NFT community that's been around for
a long time and and maybe they have like a consumer product
with it as well. It just feels as though like, Oh
yeah, yeah. Yeah, yeah.
Feels like it's just writing something I don't.
Yeah, I just don't even know. I agree where that would come
from though. You.
Know it would be really nice. You know what though?
I'm sorry, I don't know if you said that already, like if it
was tied to a consumer product, right?
Yeah, exactly. Just like something like in real
life, like Giga, you know, like where it's like, OK, they've got
that going, but like good meme, you know, like get all the econ
axis behind it over. A year old, right?
Per Marad like. Oh, 100%, yeah, I think, I think
just over two years, like 2 1/2 years.
Yeah, and. And like they've seen like bunch
of draw downs and you know, you know, just feels like it could.
Be oh sorry, just just share it with me.
I hope, I hope it comes in the next few weeks, you know,
because you know, it just feels like you have that window right
now medically. Speaking Mando Tyler, a coin
like that coming in next few weeks would really be perfect
timing. Of course, you know, and then
and then ideally you've got like another coin on Solana where
we've got like 2 coins and everyone's made money out of
them from. And.
They've got many, many money from it.
The. Biggest coins, The biggest
coins, Many coins, All the coins.
It feels like there could be, there could be an opportunity
there, but we'll see it's. Interesting, interesting, very
interesting. All right, Tyler, take it back.
I think the on the Pepe move. So I've been like, I got to go,
boys. Pepe and width.
I feel like Pepe has been has been trading at kind of 2X the
width market cap for a good chunk of the last like three to
six months. Whenever width makes a run up
against it, I think usually it moves first, then Pepe moves
second. So right now what's at 290, Pepe
is only at 4.5 billion. So like I wouldn't be surprised
if we see the 20% candle on width and on Pepe rather and it
just jumps to 5.4. That's how I've kind of seen
them historically move. Man, you showed the whiff at the
very beginning. I didn't really get a chance to
chat about it. Like that's a key level 290 is
is the number. I literally called this we, we
literally got off say A292 is like V point now let's see.
It's right there. So now if if we move past that,
it's the it's the new higher high and perhaps.
Technically speaking, we need to be higher high here.
But you know, you know what I mean?
I mean, technically speaking, like seriously, like it is
putting the higher high right now, Tyler.
Like if you remove this line here, yeah, you're there, you
know? Yeah, we're still seeing your
Pepe screen. Oh, sorry.
I'm sorry about that. Here you go.
That's what I meant. Like we're we, we, we don't like
that. Right there.
You're, you're right there, you know?
Yeah, we got, I guess we got a, we got a chat about the the GOAT
token. So tell me more about this GOAT
token. So is that the one from Truth
Terminal? So it the, the true terminal
didn't create it, but they endorsed it.
So if you went back through the true terminal that they were
always like kind of going off about this goatseus maximus
character and they were tweeting about non-stop.
And I, I've had the true terminal on notifications for
months now, kind of just just ignored it just because there's
a lot of noise. And then late last week, this
what? What's going on?
Some weird tweets coming out of this spot.
Oh yeah, yeah, He tweets someone, somewhere.
It, it tweets some, some weird things, but this goat code, this
goat token gets made and it kind of comes out like no one really
knows what's going on at the beginning.
They think maybe the the AI made it, it didn't, but then it
endorsed it. It's like, yeah, we're going to
we're going to go in on this. And then I think a lot of folks
started to uncover the history which we talked about.
So like the Marc Andreessen funding it with a half a Bitcoin
or 1/4 Bitcoin, I forget exactly the details, but Marc Andreessen
giving it money to do things. And I guess now it's it's been
trading with that money. So perhaps the AI bought the
token. So that story is is going viral
and it's an easy one to rally around.
We hadn't seen movement like this.
I mean, the Mudang movement was wild, but it it still took two
weeks to get to 300 million. I mean go to 130 in three days.
Like I've got. Buddies who who got in.
This is like 22 to 5:00. Yeah on July 10th DeMarco gave
an AI bought 50K Thanks. I mean it's scours, Twitter red
and 4 Chan to form it's trading thesis.
The terminal truth has returned more than dude.
We were some of the 1st 2000 followers in this show,
literally on this show. Remember Tyler, you're the one
who brought it up. And then we were like.
And then we gave up because there was no I.
Didn't even give up. I saw the go token.
I was like this isn't really the real 1 and I saw I was at my
desk. I saw it 2 million like I passed
like I'm not going to buy this and that was that was a 50X
mistake by me didn't. Send us the fucking thing.
It's painful. You know, we would have bought
that and that would have probably like made you buy that
even though you wouldn't have, but we would have.
So now. There's a new there's a new
story playing out. Let me let me try to find this.
I find us another like 1000 X Tyler.
You always get the 1000 XS. We just got to hit him.
Go to I rule the world MO. Just in Twitter, I rule the
World MO. So it's this, this he's driving.
Aces. And strawberry.
And then they had been, he's basically, he's kind of gone
somewhat viral about alluding to the chat GB ChatGPT and open AI.
And if they had kind of that they had found AGI intelligence
and that it hadn't really been released yet.
And it was like hinting at these things.
And it was kind of like this mysterious Twitter.
Well, it just came out like yesterday and said the NFT God
is its founder and it's talking about launching a token.
No. Yeah, he keeps growing.
You got to keep. You're almost there.
Keep going. And there's.
Yeah, keep scrolling down more. There's a little bit more.
But yeah, it seems like Alex Finn, previously NFT God, is
perhaps tied to. This like bullish or bearish?
I guess he's bullish. He's going to convince all the
normies to buy it so. And this is a clear beta to go
to this point if it does launch a token.
But like it's a good time like this is this is a hot method?
Right now, this is like the face of like there's exit liquidities
right there, you know, so. I'm not endorsing this.
I'm just I'm reporting the news. This is something.
You're misreporting, but hey, you can report the CA right to
my DMS as soon as it's out as well, you know?
It's one to watch. I think there's also just like
this anti maraud movement and everyone who just pissed off
that they missed the maraud coins and like they want to pump
their bags part of GOAT. I think that's going to be a
part of other things. I like this tweet.
Speaking of that, I think this is so true.
Art school project art school reject tweeted.
I'm going to go ahead and say it, but if you're mean corner
and you haven't bought any of the corns on mirage list, you're
really bad at this. And I have to agree.
It's like because I commented that I grew that someone's like,
oh, some people just getting richer.
Yeah, they are. But like you have had time to
enter this Marat. Like even if you enter Marat
list last Tuesday, which when he came on our show, you're
probably up a fuck ton. Like everything went 2X on his
list. Every single coin went up 100%
on his list. I literally top bought two of
his coins with pretty big size and I thought I'd top bought and
they're higher. So it's like there's no excuses.
What do you think of this thing? I think it's such a good thing.
Like you have an index, it's been made for you.
You have someone pumping your bags.
Just how we say, oh, we're going to buy Bitcoin because Larry
Fink is going to pump our bags, pump our bags.
You have a guy pumping your bags for you.
You could buy the 10 coins and go on vacation probably and do
good better than if you chase every token.
What do you think of that? It's it's OK if you hate meme
coins and don't want to buy them, fine like that.
That's your thing. But if you don't come, don't
come to me and say like, oh, what meme coins should I buy?
Like there's a list. There's a list that's the tweet.
Moon just said that Moon just exactly what you just said.
He said, yeah, people are like, what do I buy?
I was thinking memes when there's literally a list of 10
things are scary racketing and stuff like that's The thing is
like, and I guess that's what Murad believes in, right.
Like I think Murad's thesis, it seems to be like if we all pile
into one belief, right And his ultimate belief trickles onto
SPX, right. So for him, SPX is the top of
the pyramid, right? Or the depend how you see it.
Yeah, I mean like whatever, like however you pin it, if you all
go to work like almost like safe mode effect last cycle, right.
Everything like if people just pile into one thing, kind of
like the GMEFA, that's kind of what he's banking on for this
cycle. But yeah, even these said if
you're in the trenches and haven't bought a single coin off
the list then you should apply it to your local Papa John's to
deliver pizzas instead of because this life is not for
you. This is, I mean, part of my core
thesis of showing up to the space every day was just not to
miss these opportunities. So it's like it's hard to show
up every day and not even if you just hate bite, like even if you
hate this thesis, but just like emotional hedge, I don't know.
One thing to note here though, this is not the real roaring
Kitty, right? Like I know I I get tagged a lot
in this. Just heads up, this is not.
No other shit, everyone. Yeah, everyone keeps referring
to this account as Roaring Kitty, and it's.
Not got the username right, but I mean look hey, this is a this
account is good for our banks. Just putting it.
Out It's a big account, but it's not it's not the roaring.
Kitty, but it's not the roaring Kitty.
Just want to put that out there because a lot of my friends even
like, you know, people are involved.
They're like, oh, look, we're wiki.
But yeah, I agree with you. Your daily thesis, Tyler.
This is why we've been like, honestly, like one of the
reasons why we kept hosting the show every day is for ourselves.
Like, because like you, you just it forces you to show up.
It forces you to be aware, it forces you to know and be alert
of what's going on in the space at all times.
And it keeps me on my toes. Anyways, what else?
What I let's talk NFTS a little bit.
I, I, I like talking NFTS. We haven't.
It hasn't been trending for a year, but it is again now.
What do you think of this great flipping of, oh, you know, Murad
went to war this weekend? He said that Aeon is going to
flip pudgy Penguins. I don't think Murad is aware of
what beast you wake up when you kind of like taunt Luka Nets.
But he still made a statement. Old school to new school.
What do you make of that? It's an interesting call out
like this. Feels like there is a new meta
in NFTS and it's the meme NFTS which are pumping and my ladies
are back at 4.8. You've got Sprottos up at 3.2
Aeons back over, they're up to over 2 1/2.
So flip pudgy. I think a key number here is the
supply. So Pudgy's got 888 aeons only
have 3333. Like a hallmark of the Maraud
bags is the supply control, right?
So it doesn't take as much to pump them.
So objectively it's it's going to take much less.
To move aeons than it is to to move pudgies.
I mean, right now, let's see. I mean, there's, there's a
hundred listed below 5 eighth right now.
So 500 eighth in action moves them up to to five.
I am. Of course.
I'm I'm rocking the pudgy PFP. I love the pudgies.
Oh yeah. I'd be shocked if Aeon flips
them before New Year's. No, I think it's possible, but
I'm not actively betting. On that, yeah, I mean you got to
make you got to make those statements right to like move
things up and make it fun. So it's like I don't think you
know, I think for me, Pudgy is the one that's safe out there,
but out of the old school. Like I guess my comment was more
of a U school, old school Tyler, like out of old school and old
school meeting 21 school. I think.
I think those that aeons Prado milady can slip all of them
besides Pudgy, of course, like pudgy I think goes with them
because Pudgy is pudgy. Like he's got abstract going on.
He's got a lot of stuff going on for the Eco, but like I think.
People just like have a new object and like no one was
trading these, right? Like these aren't like new, like
they've been around for a while, but they haven't been like on
the top ten list. God have been around.
Yeah. What's the odds on right now?
On the line, remember? There you go.
It's just an 8. Yeah, the people must have been,
must be ignoring this because the odds should be higher now
after like they were. Down at like.
They were down below 3 and now they're back at 4.69. 4.69 apes
are 10 but but blah blah blah blah blah blah blah.
Why I wouldn't take the bet here so I know I showed it but I
wouldn't take it. Apes next week and I'm going but
I. Don't like the yes side on that
still. Sorry apes is this week it's
this side what's? Happening.
You don't usually shorten an an asset or bet against an asset on
the week of it's big event. Remember that.
It's like the ape fest break point.
This is the apes break point, right?
So curious to see the news. There's probably boots on the
ground. So I'll be able to report on
that on Monday. I was it's Saturday, but it's
there's a lot happening in the space this big.
There's big Ledger's big open opening, which we're going to
and then and then that OK, I mean Aon, remember when the Aon
was posted at 1.5 E Tyler, you're like, I'm not on my
computer. I'll grab it.
If I would have grabbed it that that one sat there for like 24
hours and then they just flew once they SPX flew, but it was
there. You have some chance to catch
some bids on on a lot of those some.
There are some nice moves, so like people who just traded on
teasing, there were some nice trades available in the last few
weeks. I really like those, personally
speaking. They're growing on me too.
I got to admit. I like, I think I like them more
than the Sprotos. No offense to the to the ticker
Bitcoin crew. It's all right.
It's it's relative, right? It's whatever you prefer.
I like the Mongoras too. I actually like the way those
look. I, I have one, so disclosure, I,
I have one of those. I love everything related to
mug. This is my mug exposure.
I like the auras a lot actually. I don't have any, but I think
because just because I've at this stage, my mug bag is so
big. Love it.
But yeah, these. But four more runes for for a
minute here if we can. Absolutely.
I missed this. I, I was out Friday night.
I went to a comedy show. I I, I came to my computer on
Saturday morning and I, I see this runes and it's done like 50
Bitcoin in volume. So what is this exactly I didn't
follow? It's called Gizmo imaginary
kitten. So this is like the the cat from
the the Bitcoin puppets universe, like the the artist
and they got the the longer handle kind of blanking out what
it is. But but they tease us.
I think they actually tease making perhaps a sister ordinals
collection tied to just the cat. I don't think they ever did it,
but someone launched the runes and the market just went nuts.
So like for perspective, folks, like 2 weeks ago, runes on like
the top runes was seeing like 5 bitcoins in volume on a given
day. This is all 50 and it's opening
day. It's already done over 100
Bitcoin volume, and as you can tell, it's like it's been
grinding up and there's a lot of folks who are at the desk who
caught this one pretty young, pretty low.
I was there to. Get a nice, nice return.
People weren't there complaining because like PUPS dipped while
this was running and people were like, is this cannibalizing the
ecosystem? But now PUPS is back up so.
The thing is, it doesn't matter because it cannibalizes on the
day of. Yes, this is true because people
will be like, oh, I don't have time to convert to Bitcoin or
buy Bitcoin. I'll just sell what I have and
buy that. But The thing is it flows back
and this is where you see if your coin is running like this
is where you become bullish or bearish on pops.
Like hey, does that flip back to pops?
Clearly it did right this morning, like some money flow
back to pops. It's like people make their bag
and go back into what they bought and hold bowls for one,
right? So I think I think this is good.
It's funny though, everybody all of a sudden is like back bullish
on ruins a second is something bullish happened there, right?
It's like everybody hated. Ruins we flipped pretty fast
there right? It's.
Like ruins all of a sudden it's like, let's fucking go, right?
But it's like, you know, like you have keyboard monkey like,
you know, both posting tweet ruins now, which is insane to
me. I love you KB M I I I I sent I
sent keyboard. So when he went keyboard on
Friday, both posted ruins. I sent him a screenshot and I
said damn top. It's like, why did I become top
signal? I'm like, well, you're not
really the mean guy. We were laughing, but then I had
cold blood Shiller talking about it like all the big boys.
All of a sudden it removes right, Like like, oh, oh, hey,
just in liquid market. Let's write it up.
You know, and. I think the idea is just that
they're all just too cheap relative.
The the main core ecosystem important important.
That's on the rinse, like when Bitcoin goes up.
Ruins are denominated in Bitcoin, so even as long as they
stay flat, they go up with Bitcoin.
Oh right, 2 So puppets up five points.
But The thing is, Bitcoin's up five points, so it's like the
whole thing is up even more. Oh my God, dude.
It's a big level there. What's the dog to the moon at?
Actually, I'm curious, what's 2:00 to 5:00?
Nice, I mean. This is going to hit a billion
for sure. Dog is still the clear #1 RSIC
is quietly back in 100 million. No one talking about it.
So I agree and I was a very
vocal RSIC guy for a long time on the show.
I sold my bag of like 70 mil. There's no regrets because I
bought memes with that on Seoul, so I don't care, but I kept my
whole pups background trips. I prefer that billion dollar cat
over it and because I see it everywhere, I don't have any.
I only own pups, puppets and one quantum cat and a bold Leo.
That's all I have. That's my Bitcoin bag, right?
This one I see the most. That's the 1D farmer.
Just PFP 2. They're doing well.
They've got, they never really gave up like so in Bitcoin
Nashville, they were all over the place, correct?
You have to give them credit for that.
Yeah, I've thought about, I don't have any of this.
I've thought about entering it. I think it's probably a good
buy. Look, and by the way, like I I
get it, Like I I know guys saying, you know, RSIC going to
shock so many. I I'm I'm yeah, I'm sure.
I I'm not taking I'm just saying like I'm not taking away from
that. Like yes, it will, I'm sure, but
like I'm tired of the whole like mystery thing, Like I'm I'm not
investing in mystery this cycle like that was last cycle.
Shit like, oh, we're building in silence.
Like fuck this like build loudly or just I'm I'm good, you know,
I mean like, you know, yeah, I'm over the whole time It's.
Hoping we're all smoking, hoping.
I'm hoping like with these dream scenarios for how it's kind of.
Like pups. There's no silence.
There's a prophecy. 13 billion. It's redacted enough for me to
to, to, to, to hold it, you know what I mean?
It's, it's, it's, it's, it's ridiculous.
Damn. But it's like, that's what it
is. Yeah.
I mean, it's like, oh, the Prophet is 13 billion.
Why? I think it was because at 13
billion, every OPM holders becomes a millionaire because
they their AirDrop originally from PUPS.
If they held this worth a million.
That is so stupid. That is so so so stupid that I
love it. You know what I mean?
And the craziest thing is, as certainly as possible, I'm not
fading any any meme to any number at this point.
Hey the the puppets flip the node monkeys for a hot 2nd this.
Is how it always happens. They, they do it and then they,
they fall back. But clear notes have some
strength people. There's still a group that likes
them, clearly. I mean, I love my puppets, but
let's be honest, every single time we flip the notes we
topped. So like in the past, every
single time puppets flip node monkeys, it was like a, a pico
top, of course, but and then the notes flip them back 2X Like so
every time you know, how you talk about whiff and Pepe, how
like when whiff goes and Pepe runs 2X, like it's happened so
many times where like puppets flip notes because they dominate
the attention and know it's more like right curve and one's left
curve. And then the monkeys just like
next thing you know, they'll be at like .4 because some like
dormant Bitcoin whales want to buy them, you know?
What I mean that's how it goes well quickly before we wrap up,
we got to talk off the grid here in Web 3 gaming.
This was arguably like the biggest story of the the
weekend. So this game it's a it's a
battle Royale shooters developed by Gunzilla games.
It recently launched via early access stage on Avalanche, so
it's on the Avalanche blockchain.
Since it's released now, it's shot to the top of the epic game
store charts most popular free to play PC game.
It's been trending on Twitch, drawing significant viewership
across basically across all the streaming platforms across
Twitter. Everyone's talking about it.
This streamer Shroud, I think he's going viral now kind of
laying out the bull case for why, you know, web three games
or why games should exist. Yes, black on the watching.
Yeah, I was just looking at this, this clip here, this
fired. Yeah, the game looks good.
And he's talking about like how you don't need tokens to to go,
you know, you don't need a token that's going to go to billions
of dollars. You just need that the
blockchain, you know, as a home for the marketplace and for you
to be able to trade in and out of the NFTS are part of the
game. And I think a part of the reason
that games fell down last cycle was because of like speculation
and tokens becoming too expensive and, and let's focus
on the game and then this. Game turns off the gamers
though. It's the token component of it.
It's not the blockchain component.
They don't understand the blockchain component.
It's the token component that's turned off gamers forever,
right? I think I think not forever, but
that's what it is. It's like, oh, why does it have
to be about a token? Hence why I love Mendo's new
narrative. Mendo found the right narrow
that fucker. That fucker found the right
narrow at the right time because the gaming, the token component
of the gaming is a meme. It's like, let's be honest, just
for VCs, investors, angels and players to cash out.
But the blockchain is generally life changing technology, like
world changing technologies. It's mostly used in gaming,
right? Yeah, it makes a lot of sense
and it just took a while for folks to get it.
But it looks like that light bulb moment may have just
happened. And if some of the top voices
start talking about how it makes sense and how it could be used
right, you know, you can see how it would flow downstream.
Yeah, you get more. So maybe everyone thought 2024
was going to be the year of Web 3 gaming.
That was like, the number one prediction.
Folks might have been off by a year, perhaps just like nine
months early. Hey, we're still 2024.
It's true still. 24 you know, it was this, it was a decrypt
article, I think that went just like haywire about off the grid.
I we left it and then force picked up on it.
But if for the people who are curious about more, I know we
wrote AI know we wrote a really good article about it that that
all the the actually the avalanche yeah, see it was the
day before Forbes, but this one and it is plans to do pretty
well on our GG platforms. What after grid is and and
everything about it, but it's it's actually fascinating, Tyler
and you'll have to see right. We've been seeing this for a
moment, right and not just we like Jonah and like a lot of the
gamers folks like it takes one game.
It takes one game, one game one it just one game.
That's all it takes for it to take off.
All right. That's awesome.
Tyler, we have 3 minutes left. Anything else that I may have
missed? Yeah, I mean, I think that
that's mostly it. And then tomorrow, tomorrow
during the show, maybe the Trump World Liberty Fight token will
be live on sale. So we'll we'll see.
It might be. I have to.
I have to look at what time it actually goes live.
OK. I'll just go back through it but
and again, this is a one year lock up, so this is not one that
we're going to be like sweating the charts.
Did Trump show up this morning to the spaces?
I didn't see anyone talking about it so I'm guessing no.
I feel like that would have been brought up it.
Was so early it was like 8:00 in the morning it.
Was a strange time that they chose to do that.
Yeah. All right, Well, we'll see where
that goes. All right, No code today, code
back tomorrow. Tyler, I think that was a great
show. That was a great roundup.
Love to see it if you're in Paris this week for the Ledger
event, I'll be, you know, they're covering it doing an
interview with my next guest, the next one-on-one guest on the
pod on Wednesday the 16th. So everyone is invited if you're
if you're part of the fam and and that'll be good.
And then we have we have a lot of stuff.
We have 8 fest this week. We have a big week ahead.
So with that, with that, with that, we'll see y'all tomorrow
morning, 10:00 AM Eastern Standard Time for the episode of
FOMO our on Rogue radio. Let's go.