1 00:00:00,120 --> 00:00:01,480 Yo-yo, what up? What up? 2 00:00:01,480 --> 00:00:04,480 Good morning. Good morning GMG. 3 00:00:10,280 --> 00:00:11,920 What day is it? Tuesday. 4 00:00:12,920 --> 00:00:16,400 It is Tuesday, May 27th, 2025. Look at that. 5 00:00:16,760 --> 00:00:20,760 Another beautiful day to have a beautiful day. 6 00:00:22,560 --> 00:00:25,640 I got my coast and house. Tyler, good morning. 7 00:00:26,080 --> 00:00:28,240 How you doing today? I'm good. 8 00:00:29,360 --> 00:00:30,880 Nope. What's going on? 9 00:00:30,880 --> 00:00:34,320 Music still going? Music still going OK, OK. 10 00:00:34,360 --> 00:00:37,880 Oh no, it's not Tyler. How you doing today? 11 00:00:38,480 --> 00:00:40,640 Good. It was a nice long holiday 12 00:00:40,640 --> 00:00:42,120 weekend. I felt like things were a little 13 00:00:42,120 --> 00:00:43,760 slow. We were kind of just chopping. 14 00:00:43,760 --> 00:00:49,200 And then this morning, my God, the headlines are pouring in, 15 00:00:49,360 --> 00:00:52,120 folks. Perhaps a waterfall, a waterfall 16 00:00:52,120 --> 00:00:55,120 of bullish crypto headlights. We'll, we'll need Tyler to do 17 00:00:55,120 --> 00:00:58,040 the road because it's not giving Tyler Armando's or music's 18 00:00:58,040 --> 00:00:59,960 voice, just yours broke. So you need to jump on a road 19 00:00:59,960 --> 00:01:01,960 Tyler and switch over. Oh shit, I'm. 20 00:01:02,120 --> 00:01:04,160 On I'm on it. It broke you on mute? 21 00:01:04,319 --> 00:01:05,920 Yep, Yep. All right. 22 00:01:05,920 --> 00:01:07,640 Check, check, check. Yeah. 23 00:01:07,760 --> 00:01:13,880 OK, so clearly, hold on. Clearly the stupid fucking 24 00:01:14,160 --> 00:01:16,320 little Apple official Jack is not it. 25 00:01:16,440 --> 00:01:20,280 It's funny because this one is the same and works with this 26 00:01:20,280 --> 00:01:22,000 one. It's for the new iPhone. 27 00:01:22,000 --> 00:01:24,040 It doesn't work. So it doesn't give you guys. 28 00:01:24,880 --> 00:01:27,960 Oh, well, I guess we'll buy the you green version. 29 00:01:28,600 --> 00:01:29,760 Try. And if not, we'll stick to the 30 00:01:29,760 --> 00:01:32,800 old phone when I rode. All right, Well, anyways, you 31 00:01:32,800 --> 00:01:35,320 were saying yeah, Marcus ripping this morning. 32 00:01:35,320 --> 00:01:39,720 A lot of headlines, 110K still. Wow, we got a lot to talk about 33 00:01:39,720 --> 00:01:41,320 today. We got a lot to get into. 34 00:01:41,440 --> 00:01:43,280 You know, let's go, let's get right into this other show. 35 00:01:43,600 --> 00:01:46,360 We're going to talk markets. We got a lot again, like we got 36 00:01:46,360 --> 00:01:48,880 a lot of headlines over the long weekend, right Saturday, Sunday, 37 00:01:48,880 --> 00:01:52,000 Monday, So we got a lot of stuff to to cover with y'all on this 38 00:01:52,000 --> 00:01:55,520 wonderful Tuesday. We're going to go through Talos 39 00:01:55,520 --> 00:02:00,920 top 100 and and how I ended up top yapper again this weekend. 40 00:02:00,920 --> 00:02:06,400 It was great and top yapper. I, I got myself another little 41 00:02:06,400 --> 00:02:08,440 gold medal. Yeah, I'm collecting them now. 42 00:02:08,600 --> 00:02:12,040 You know, that's 2 gold medals now, Tyler, maybe 3, three, I 43 00:02:12,040 --> 00:02:13,760 think after the Trump interview too. 44 00:02:13,800 --> 00:02:16,800 If yap was, was yap yap around then I don't know. 45 00:02:17,360 --> 00:02:20,720 Was it? Maybe it was Anyways, so that's 46 00:02:20,720 --> 00:02:24,000 not bad. And and then last but not least, 47 00:02:24,000 --> 00:02:25,720 oh, giveaway. So we'll do one. 48 00:02:26,240 --> 00:02:27,600 We're going to keep 2 for Friday. 49 00:02:27,600 --> 00:02:29,720 So yesterday's we'll just move to Friday because Farkle and 50 00:02:29,720 --> 00:02:31,840 Fridays, you know, so farkle and Friday is more fun to have two. 51 00:02:32,360 --> 00:02:34,000 So we'll do, we'll do. We'll do 1 today. 52 00:02:34,000 --> 00:02:36,360 We'll pick someone from the audience to come up and win some 53 00:02:36,360 --> 00:02:38,560 money. If you useit.com use code FOMO 54 00:02:38,560 --> 00:02:39,840 hours, by the way, is now on Kaito. 55 00:02:39,840 --> 00:02:41,840 So there's a lot of stuff going on there. 56 00:02:41,840 --> 00:02:45,360 And then last but not least, this show is powered by this 57 00:02:45,360 --> 00:02:48,160 show is powered by let me tell you what's powered by if my 58 00:02:48,160 --> 00:02:51,520 WhatsApp can load there you go. Wallet connect wallet connect is 59 00:02:51,520 --> 00:02:53,880 a connectivity network shaping the future of on 10 UX. 60 00:02:53,880 --> 00:02:55,840 If you've connected to Web 3 app, you've seen wallet connect 61 00:02:55,840 --> 00:02:57,520 double logo. It's everywhere and I could have 62 00:02:57,520 --> 00:03:00,920 trusted crypto as recognizable as Visa A check out want to 63 00:03:00,920 --> 00:03:05,440 learn more follow wallet connect on X and Telegram to stay ahead 64 00:03:05,480 --> 00:03:08,440 of what's next. Tyler, we're going to go 65 00:03:08,440 --> 00:03:10,720 straight to you straight to the topic straight to the market and 66 00:03:10,720 --> 00:03:14,760 see what's up and crypto analysis. 67 00:03:16,360 --> 00:03:19,680 Tyler T on FOMO hour calls the kids paying. 68 00:03:22,600 --> 00:03:24,800 Folks, crypto majors are green this morning. 69 00:03:24,800 --> 00:03:26,960 A slew of bullish headlines pouring in. 70 00:03:27,160 --> 00:03:30,920 Also, markets reacting to Trump delaying those EU tariffs that 71 00:03:30,920 --> 00:03:32,440 came out yesterday. Those are going to get delayed 72 00:03:32,440 --> 00:03:35,800 till July. We got Bitcoin 110K, ETH 73 00:03:35,800 --> 00:03:41,480 outperforming up 4 percent 2660, Solana up a percent at 178. 74 00:03:41,480 --> 00:03:44,560 We have Cake, Q&T, Injective and Ave. leading alts. 75 00:03:44,840 --> 00:03:48,000 Hype Hype was the talk of the timeline this week and it hit a 76 00:03:48,000 --> 00:03:52,880 new all time high at $40. Briefly hanging out around 3850 77 00:03:52,880 --> 00:03:55,320 here. It was the single top mover in 78 00:03:55,320 --> 00:03:59,280 all of crypto on the week, up 43%. 79 00:03:59,800 --> 00:04:04,840 Folks, more and more institutions are buying Bitcoin 80 00:04:04,840 --> 00:04:07,480 and crypto. So with Trump media breaking 81 00:04:07,480 --> 00:04:10,520 right ahead of the show, they announced plans to buy 2 1/2 82 00:04:10,560 --> 00:04:12,040 billion dollars worth of Bitcoin. 83 00:04:12,520 --> 00:04:14,520 Wow. We had Jack Molars and 21 84 00:04:14,520 --> 00:04:17,279 capital say they're aiming to acquire up to 100 billion to get 85 00:04:17,279 --> 00:04:20,360 5% of supply. Michael Saylor they bought 4000 86 00:04:20,360 --> 00:04:25,360 Bitcoin in the past week, 106 K average in Group completed a $63 87 00:04:25,360 --> 00:04:29,480 million bond issuance. Buy more Bitcoin and then you 88 00:04:29,480 --> 00:04:35,280 have the next strive announced plans to buy $750 million more 89 00:04:35,280 --> 00:04:37,920 of Bitcoin. And now just in this morning, 90 00:04:37,920 --> 00:04:42,760 the new Ethereum micro strategy just they have formed. 91 00:04:42,760 --> 00:04:47,040 It's this company Sharp Link have teamed up with Consensus 92 00:04:47,080 --> 00:04:49,880 and Joe Lubin. Papa Joe. 93 00:04:50,160 --> 00:04:53,280 They have plans to buy $425,000,000 worth of Ethereum. 94 00:04:53,920 --> 00:04:59,040 So I mean, a wild laundry list. This is clearly the the biggest 95 00:04:59,040 --> 00:05:02,000 trend in crypto right now. So we're going to keep watching 96 00:05:02,000 --> 00:05:03,120 that. We'll dig in here later in the 97 00:05:03,120 --> 00:05:05,720 show. Other headlines Coinbase facing 98 00:05:05,720 --> 00:05:09,400 a class action lawsuit from stockholders stemming from that 99 00:05:09,400 --> 00:05:15,280 data breach. Expect more to come there Recent 100 00:05:15,280 --> 00:05:17,760 research by Google in the case that quantum computers may they 101 00:05:17,760 --> 00:05:21,120 may be able to break the RSA encryption 20 times faster than 102 00:05:21,120 --> 00:05:23,360 previously estimated. So we're going to continue 103 00:05:23,360 --> 00:05:25,880 monitoring for that. Just in before the show as well, 104 00:05:25,880 --> 00:05:29,720 Circle officially filing for IPO, It looks like they're going 105 00:05:29,720 --> 00:05:31,880 to come out somewhere in the five to $6 billion range. 106 00:05:31,880 --> 00:05:35,200 Also squashing those rumors that perhaps they were being shopped 107 00:05:36,000 --> 00:05:39,000 to Ripple and or Coinbase. So it does look like they are 108 00:05:39,000 --> 00:05:40,960 going to move forward with that IPO. 109 00:05:41,240 --> 00:05:45,560 In token air and protocol news, a lot of info Fi action this 110 00:05:45,560 --> 00:05:47,600 weekend. So Huma Finance debuted, it's 111 00:05:47,600 --> 00:05:51,400 Huma token, $630 million FTV. They AirDrop Kaido stakers. 112 00:05:51,920 --> 00:05:56,640 Infinex opened its AirDrop claim for their you patron tokens to 113 00:05:56,640 --> 00:06:01,960 Kaido Yappers. We had YEET make its debut along 114 00:06:01,960 --> 00:06:03,920 with this new info fi protocol LOUD. 115 00:06:04,240 --> 00:06:05,720 Loud's been all over the timeline. 116 00:06:07,240 --> 00:06:08,960 So those are three huge pieces in there. 117 00:06:09,000 --> 00:06:12,080 We've got Axiom, they generate their first $100 million in 118 00:06:12,080 --> 00:06:14,640 revenue, just four months. So Axiom has been really taking 119 00:06:14,640 --> 00:06:17,160 off the REC brands. They're coming stateside, folks. 120 00:06:17,160 --> 00:06:20,680 Rec is coming to LA June 19th to 21st. 121 00:06:21,480 --> 00:06:24,880 So put that on your calendars. Rounding this out, AI memes and 122 00:06:24,880 --> 00:06:27,400 entities, AI Mark Cap kind of hang around the same, right 123 00:06:27,400 --> 00:06:30,400 around 12 billion. Tom Brady has now invested in 124 00:06:30,400 --> 00:06:34,240 Catina Labs which is an AI native finance start up Co 125 00:06:34,240 --> 00:06:36,520 founded by circle Co founder Shawn Neville. 126 00:06:37,080 --> 00:06:39,880 They've raised $18,000,000 to build autonomous agents that 127 00:06:39,880 --> 00:06:44,440 execute crypto transactions using stables mean leaders 128 00:06:44,440 --> 00:06:49,640 pretty much even on the weekend lost coin even believe that 129 00:06:49,640 --> 00:06:53,080 founder Pashnak teased a flywheel incoming that did pump 130 00:06:53,080 --> 00:06:56,520 the launch coin token back to about 220 million or so. 131 00:06:56,840 --> 00:06:59,360 And then a bit of NFT action. So first shout out to seed for 132 00:06:59,400 --> 00:07:04,120 his he re upped his $2.75 million loan against this 7 133 00:07:04,120 --> 00:07:07,520 trade punk. I think that is the biggest NFT 134 00:07:07,520 --> 00:07:10,760 loan on the books right now. We had bad bonds, a notable 135 00:07:10,760 --> 00:07:13,400 mover. They jumped 170% of the .28 ETH 136 00:07:13,800 --> 00:07:15,920 as the unofficial Omega ETH antique collection. 137 00:07:15,920 --> 00:07:21,240 And then these future Mons. What is this collection called? 138 00:07:21,600 --> 00:07:26,040 It's the new Pokémon Supermon, the Supermon 150 ones. 139 00:07:27,200 --> 00:07:29,920 Yes. Zero point O 19, they ran all 140 00:07:29,920 --> 00:07:32,680 the way to 1 eighth. Those were the top mover of the 141 00:07:32,680 --> 00:07:33,760 day, so there was a lot of action. 142 00:07:35,480 --> 00:07:39,480 We're so back, baby. Yeah, shout out to 8th Ventures. 143 00:07:39,560 --> 00:07:43,280 He's a French artist, Cool dude. So I'm on Instagram too. 144 00:07:43,360 --> 00:07:46,000 He's like really viral there because he like, hosts all his 145 00:07:46,000 --> 00:07:49,760 art on there. And back then 2021, he made me 146 00:07:49,760 --> 00:07:53,360 an honorary. And so I saw him pop out this 147 00:07:53,360 --> 00:07:54,640 week. This morning I was like, well, 148 00:07:54,640 --> 00:07:56,120 shit, wait, I still have my shit in the vault. 149 00:07:57,280 --> 00:08:00,240 So you made me that, which is super cool. 150 00:08:00,240 --> 00:08:03,200 So love to see, you know, NFTS things NFTS have been around 151 00:08:03,200 --> 00:08:06,520 like the entire cycle, just not the NFTS that we bag held since 152 00:08:06,520 --> 00:08:08,320 2021. There's been so many sales that 153 00:08:08,320 --> 00:08:10,880 you've talked about, you know, like even this weekend. 154 00:08:10,880 --> 00:08:12,840 I know if you that's one thing that was in the top. 155 00:08:12,880 --> 00:08:16,440 Your top here is Red Bull and abstract at the Monocle F1. 156 00:08:16,440 --> 00:08:19,280 They minted like 2050 thousand NFTS on abstract. 157 00:08:21,000 --> 00:08:24,880 Yeah, so I'll show you, but it's it's just stuff like this like 158 00:08:24,880 --> 00:08:28,840 we may not see right away because it's not like pumping 159 00:08:28,840 --> 00:08:33,520 our bags or whatever. Oh, sorry. 896,000 NFTS were 160 00:08:33,520 --> 00:08:37,120 minted this weekend during the Monaco carpet on abstract. 161 00:08:37,120 --> 00:08:41,159 So it's this one 806,205 Red Bull Racing digital collectibles 162 00:08:41,159 --> 00:08:44,480 claimed during the Monaco company weekend. 240,000 new 163 00:08:44,480 --> 00:08:46,920 users on board into crypto by abstracts in just seven days, 164 00:08:46,920 --> 00:08:49,920 most of for the first time thanks to our three seconds Web 165 00:08:49,920 --> 00:08:51,720 2 friendly onboarding. They don't even realize they're 166 00:08:51,720 --> 00:08:54,800 on chain. So they minted out like this new 167 00:08:54,800 --> 00:08:57,600 Red Bull NFT via gate IO. So it's the strategic 168 00:08:57,600 --> 00:09:00,600 partnership between gate IO and and abstract shot the gate. 169 00:09:00,640 --> 00:09:02,160 Also one of our partners on a few things. 170 00:09:02,160 --> 00:09:05,040 We've had them on the show a few times, Kevin Love that guy. 171 00:09:05,160 --> 00:09:07,480 And then and then also, you know, abstract obviously, 172 00:09:07,520 --> 00:09:10,840 because we're building on there. But you know, so you know, NFT 173 00:09:10,840 --> 00:09:13,120 is you know, the technology. We've talked about this a lot. 174 00:09:13,120 --> 00:09:14,960 You and I ran on the show, but still around. 175 00:09:14,960 --> 00:09:17,080 We may as well start there. What else is new in the world of 176 00:09:17,080 --> 00:09:19,160 the NFC? So you do is a Superman project 177 00:09:19,960 --> 00:09:23,760 from 8th ventures that did good. I'm seeing stuff with the hype 178 00:09:23,800 --> 00:09:29,120 POS on hyper liquid then like like this Bunny for mega ETH. 179 00:09:29,120 --> 00:09:34,200 So tell me more about all this. Yeah, there there was a lot of 180 00:09:34,200 --> 00:09:36,320 action. So you're showing this 8th 181 00:09:36,320 --> 00:09:38,360 project the the. Superfund. 182 00:09:39,120 --> 00:09:44,040 Yeah, here I can send it to you. I mean, you're turning. 183 00:09:45,040 --> 00:09:48,120 You're turning on Openc as. Well, OK, so let's just go 184 00:09:48,120 --> 00:09:51,120 there. It's like this is like standard 185 00:09:51,120 --> 00:09:56,080 abstract style of art and he has prior collections like you 186 00:09:56,080 --> 00:09:58,880 alluded to. I guess the tie in here is to 187 00:09:58,880 --> 00:10:01,440 Pokémon. I will admit I am not a Pokémon 188 00:10:01,440 --> 00:10:04,400 guy so I I don't see the connection here. 189 00:10:04,400 --> 00:10:07,480 I don't really understand it, but apparently there are a lot 190 00:10:07,480 --> 00:10:11,360 of Pokémon fans out there enough to drive this NFT. 191 00:10:11,360 --> 00:10:15,560 Collection A. One eighth floor, granted you 192 00:10:15,560 --> 00:10:18,040 always have to be careful with these super low supply 193 00:10:18,040 --> 00:10:19,680 collections. Yeah, of course they move up 194 00:10:19,680 --> 00:10:22,040 fast and they can move down fast as well, so well. 195 00:10:22,240 --> 00:10:24,280 If you're not buying for the art, you're probably going to 196 00:10:24,280 --> 00:10:26,280 get like wrecked. Like you got to think about it 197 00:10:26,280 --> 00:10:28,120 that way. For sure. 198 00:10:28,120 --> 00:10:30,080 So if you're going to dig into this, because these things can 199 00:10:30,080 --> 00:10:34,080 turn a liquid very fast, but still hanging at .79 E they they 200 00:10:34,080 --> 00:10:36,400 did 55 E volume, which is pretty good. 201 00:10:36,760 --> 00:10:39,200 They're really nice, man, Small. Collection. 202 00:10:40,200 --> 00:10:41,360 Oh, I love it. They do look. 203 00:10:42,360 --> 00:10:45,240 Good. Yeah, I mean, if, if abstract 204 00:10:45,320 --> 00:10:48,840 Pokémon art is is your thing, then this is this is right up 205 00:10:48,840 --> 00:10:50,920 your alley. Yeah, very cool. 206 00:10:51,480 --> 00:10:53,320 They're actually very nice. It's very well done. 207 00:10:53,560 --> 00:10:55,960 Love the artist, so come stuff. So there was that. 208 00:10:55,960 --> 00:10:58,360 Then you shared this with us yesterday in the chat. 209 00:10:58,800 --> 00:11:02,040 I went, I went him on these. So disclosure, I, I swept a lot 210 00:11:02,040 --> 00:11:07,760 of these. The, the bad I, I, I saw a few 211 00:11:07,760 --> 00:11:09,600 people tweet about this on the time yesterday afternoon and I 212 00:11:09,600 --> 00:11:12,680 was around. So I checked them out and like, 213 00:11:12,680 --> 00:11:15,560 there's obvious comparisons to like the hypeo project. 214 00:11:15,560 --> 00:11:21,000 So the, the story here, these are like the unofficial first 215 00:11:21,000 --> 00:11:24,040 mega ETH NFT collection. It's not, it's not endorsed, but 216 00:11:24,040 --> 00:11:27,640 bread, you know, one of the, the, the loud spokesman for mega 217 00:11:27,720 --> 00:11:31,160 ETH did post about his and it seems like he's embracing it, 218 00:11:31,160 --> 00:11:34,040 which I think the market is taking in some of a signal that 219 00:11:34,040 --> 00:11:37,080 he is kind of somewhat endorsing this collection. 220 00:11:37,080 --> 00:11:41,720 It's of course using the rabbit from those mega ETH soul bound 221 00:11:41,720 --> 00:11:47,000 in the teas, if folks remember those back from that launch a 222 00:11:47,000 --> 00:11:50,760 few months back. So it it's kind of similar to 223 00:11:50,760 --> 00:11:53,920 like the the Remilio hypio vibe, but it's using the Bunny 224 00:11:53,920 --> 00:11:55,800 character. I like the art, I like the 225 00:11:55,800 --> 00:12:00,760 trades. I like to tie into mega ETH and 226 00:12:01,320 --> 00:12:04,440 it's it caught a little storms up 170 percent, 150%. 227 00:12:04,800 --> 00:12:07,960 Very cool. On a day .265 and we'll see 228 00:12:07,960 --> 00:12:09,960 where these things get. Trade and then hype PO. 229 00:12:09,960 --> 00:12:11,720 Is it also on the open sea that you buy those? 230 00:12:12,000 --> 00:12:14,080 Oh no, you. Can so I don't know the full 231 00:12:14,080 --> 00:12:16,280 story. So I think if you hold these on 232 00:12:16,280 --> 00:12:20,680 hype, they've been getting like AirDrop aloes. 233 00:12:20,680 --> 00:12:23,520 Yeah, of course. Not super plugged into the 234 00:12:23,520 --> 00:12:25,520 details on that but I saw them like on open sea they're 235 00:12:25,520 --> 00:12:30,520 training at 3.4. That's a 5000 supply collection. 236 00:12:30,520 --> 00:12:34,720 The the bad buns are only 3000 which I did like that that more 237 00:12:34,720 --> 00:12:39,800 limited size. Damn, NFTS are cooking. 238 00:12:40,000 --> 00:12:42,560 Look at that. Some action I've got some chats 239 00:12:42,560 --> 00:12:45,440 saying hey I I feel some NFT FOMO for the first time and I'll 240 00:12:45,440 --> 00:12:47,600 be honest I haven't swept an NFT in. 241 00:12:47,960 --> 00:12:51,440 Dude these are still holy shit. Yeah. 242 00:12:52,560 --> 00:12:55,280 I'm impressed by the activity on those. 243 00:12:55,680 --> 00:12:59,200 Let's look at the board. I guess DJNS hold on, let's look 244 00:12:59,200 --> 00:13:03,320 at the ETH NFT board here of fuck is not loading. 245 00:13:03,320 --> 00:13:06,400 Hold on, Let me just go back to open C, But how's the, how's our 246 00:13:06,440 --> 00:13:09,160 Ethan FTS holding up like I'm curious about the legacy 247 00:13:09,160 --> 00:13:10,840 projects, right kind? Of sideways, yeah. 248 00:13:11,000 --> 00:13:15,240 I mean, punks are even. Punks are 46.7. 249 00:13:15,280 --> 00:13:17,520 Board apes caught a little bit of a bid this weekend, they're 250 00:13:17,520 --> 00:13:22,080 at 13.7. Pingos are right around 10. 251 00:13:22,560 --> 00:13:25,040 Yeah. So. 252 00:13:25,840 --> 00:13:26,920 Yeah, you got to go by volume they. 253 00:13:27,040 --> 00:13:29,600 Are doing is they're they're holding their ground in the ETH 254 00:13:29,600 --> 00:13:32,040 grind up. So in U.S. dollars they are 255 00:13:32,040 --> 00:13:35,080 going up. Yeah, wow. 256 00:13:36,240 --> 00:13:39,640 Top offer on a Beeple Genesis is 40 E right now that I I'm 257 00:13:39,640 --> 00:13:43,120 sorting by top offer. It's actually solid everyday. 258 00:13:43,120 --> 00:13:48,600 Top offer, 37 E Fidenza top offer 26 E interesting. 259 00:13:48,600 --> 00:13:53,760 Broken Keys 20 E top offer. Wow, like those are this is real 260 00:13:53,760 --> 00:13:55,760 money, right? Top bid is like an actual ask, 261 00:13:56,720 --> 00:13:58,880 an actual bid. So grifters top offers at 10 E, 262 00:13:58,880 --> 00:14:00,680 but the floor is 19 E It's not bad. 263 00:14:00,680 --> 00:14:05,440 Pudgy Penguins at 10 yeah wow. The remnants 70s Wow. 264 00:14:05,440 --> 00:14:07,480 This is interesting. Like how our collections like 265 00:14:07,880 --> 00:14:11,080 and what's the punk that? Well, how's our punk ape punk 266 00:14:11,080 --> 00:14:18,320 Bitcoin. Good, thank you for asking. 124K 267 00:14:18,320 --> 00:14:20,600 how about that? You're very welcome. 268 00:14:20,880 --> 00:14:24,280 You're a little 14% lead on over over Bitcoin. 269 00:14:24,840 --> 00:14:27,160 Yeah, that's Dave held strong at that point. 270 00:14:27,160 --> 00:14:29,720 Anyways, Mando, good morning. How you doing? 271 00:14:31,480 --> 00:14:32,400 I'm doing great. How are you, man? 272 00:14:33,160 --> 00:14:36,160 Fantastic. Phenomenal, incredible. 273 00:14:37,200 --> 00:14:42,080 Great, lovely. Feeling fucking amazing. 274 00:14:42,320 --> 00:14:45,120 Honestly feeling amazing. Aside from the fact that I 275 00:14:45,120 --> 00:14:48,600 sprained my back last weekend, which really sucks. 276 00:14:48,600 --> 00:14:51,200 Boys, don't sprain your back. Be careful. 277 00:14:52,080 --> 00:14:54,840 I can't lift a single weight for a week, maybe 2. 278 00:14:55,120 --> 00:14:58,280 So aside from that, boys, your boys little handicapped. 279 00:14:58,360 --> 00:15:01,440 But you know, feeling good though, feeling mentally we're 280 00:15:01,440 --> 00:15:08,160 here, OK, physically 60%, but mentally we're good. 281 00:15:08,200 --> 00:15:10,080 Anyways, so let's go towards the market. 282 00:15:10,080 --> 00:15:12,200 I mean, Tyler, you mentioned it, so let's repeat the headlines 283 00:15:12,200 --> 00:15:13,120 out. Then we'll talk markets with 284 00:15:13,120 --> 00:15:15,960 Mendel and stuff. But like we, we woke up to a 285 00:15:15,960 --> 00:15:18,240 raging pump this morning. Like these markets, I mean, 286 00:15:18,600 --> 00:15:23,400 sheesh, this is incredible. Everyone's buying. 287 00:15:23,520 --> 00:15:26,360 So the big announcement, Trump media, this was somewhat leaked 288 00:15:26,360 --> 00:15:28,520 yesterday from the Financial Times, but confirmed today 289 00:15:28,920 --> 00:15:32,720 they're going to build a $2.5 billion Bitcoin corporate 290 00:15:32,720 --> 00:15:36,400 treasury. It looks like they've they've 291 00:15:36,400 --> 00:15:40,200 got 50 institutional investors private placement offering. 292 00:15:40,200 --> 00:15:42,960 It's going to be 1.5 billion common stock, 1 billion in 293 00:15:42,960 --> 00:15:45,800 convertible senior notes they're going to use crypto.com and 294 00:15:45,800 --> 00:15:48,760 Anchorage digital for for custody and it's expected to 295 00:15:48,760 --> 00:15:54,560 close on Thursday, May 29th. So this is coming soon. 296 00:15:55,080 --> 00:15:56,400 And that's two and a half million. 297 00:15:56,640 --> 00:16:03,360 And then Vivek Strive also announced 750 million in in new 298 00:16:03,360 --> 00:16:07,360 Bitcoin demand on their side. This comes after Sailor, of 299 00:16:07,360 --> 00:16:09,280 course, he's continuing to buy. He went and bought half a 300 00:16:09,280 --> 00:16:12,480 billion this week, still a massive amount. 301 00:16:12,480 --> 00:16:14,120 And then just more of the smaller companies. 302 00:16:14,120 --> 00:16:19,880 And that's on the side. And then on the east side, it's, 303 00:16:20,160 --> 00:16:23,160 it's this sharp link gaming, which this is the new trend. 304 00:16:23,160 --> 00:16:26,600 These are these micro cap companies are, are teaming up 305 00:16:26,600 --> 00:16:30,160 with larger investors and they're spinning up these new 306 00:16:30,240 --> 00:16:32,880 acquisition vehicles. And they partnered with 307 00:16:32,880 --> 00:16:35,680 consensus and Joe Lubin. They're going to buy 308 00:16:35,680 --> 00:16:39,840 $425,000,000 worth of ETH, which I think is this is I believe the 309 00:16:39,840 --> 00:16:44,360 biggest one of these acquisition vehicles to go after Ethan this 310 00:16:44,360 --> 00:16:49,760 size. Yeah, so Joe Lubin starting the 311 00:16:50,680 --> 00:16:53,960 ETH MicroStrategy, you absolutely love to see that with 312 00:16:53,960 --> 00:16:58,840 400 and fifty $25 million acquisition of of Ethereum for 313 00:16:58,840 --> 00:17:00,880 Sharp Link, you absolutely love to see that. 314 00:17:01,280 --> 00:17:03,880 Look at that Mando Papa Joe's to the rescue. 315 00:17:04,720 --> 00:17:09,880 Love to see it dude, big news, big news. 316 00:17:09,880 --> 00:17:13,280 It's a It's a good day to have Joe Lubin as the second biggest 317 00:17:13,280 --> 00:17:18,079 name on your cap table. Let me tell you that this is. 318 00:17:18,640 --> 00:17:20,960 A really interesting trend to see like how these companies are 319 00:17:20,960 --> 00:17:24,680 going to continue to manage this and and move forward, right? 320 00:17:24,839 --> 00:17:27,200 And I mean there are different levels of this. 321 00:17:27,200 --> 00:17:30,440 So like Joe Lubin is probably a different tier than some of 322 00:17:30,440 --> 00:17:31,400 these other companies. Of course. 323 00:17:31,640 --> 00:17:36,080 Who are spinning this up right? These acquisition vehicles are 324 00:17:36,080 --> 00:17:40,240 going to look great in a bull market and the numbers keep 325 00:17:40,240 --> 00:17:42,120 going up. Yeah, and they're going to look 326 00:17:42,120 --> 00:17:44,960 a little worse and things change. 327 00:17:44,960 --> 00:17:47,520 And I think it's becoming one of the biggest risks we're facing. 328 00:17:47,520 --> 00:17:50,840 This is what's going to happen to these companies in the 329 00:17:50,840 --> 00:17:53,520 downturn. Hope that's something not to 330 00:17:53,520 --> 00:17:56,240 deal with for a while. So let's talk about this, right? 331 00:17:56,240 --> 00:17:58,840 Like I'm curious your thoughts both of you guys on this. 332 00:17:58,840 --> 00:18:00,880 I mean, I don't have that many thoughts on it personally, but 333 00:18:01,480 --> 00:18:03,760 some of my expertise. But a lot of people say that 334 00:18:03,760 --> 00:18:06,120 this is not going to sustain all these crypto. 335 00:18:06,280 --> 00:18:08,320 Like obviously, like the Bitcoin ones start to get a little 336 00:18:08,320 --> 00:18:09,840 crowded. Like you had MicroStrategy doing 337 00:18:09,840 --> 00:18:12,880 it for years and now you have the Vivec, you have the Trump's, 338 00:18:12,880 --> 00:18:14,480 you have all these random companies and you have the 339 00:18:14,480 --> 00:18:17,440 French 1, the blockchain group, like a lot of ones for Bitcoin. 340 00:18:17,960 --> 00:18:20,240 So Lana looks like there's just sole strategy right now, which 341 00:18:20,240 --> 00:18:21,400 is like what? It's pretty good. 342 00:18:21,720 --> 00:18:24,320 And then now Ethereum has a player in town as well. 343 00:18:25,200 --> 00:18:27,160 What's your thoughts here? Like a lot of people are saying 344 00:18:27,160 --> 00:18:29,160 this is not going to work. They're going to trading 345 00:18:29,160 --> 00:18:31,960 negatively soon that on the down trends is going to break up 346 00:18:32,320 --> 00:18:34,640 break out. What is your thoughts supposed 347 00:18:34,640 --> 00:18:38,840 to be on like this whole new reverse back we could call them 348 00:18:38,840 --> 00:18:41,200 Almost like to buy crypto via treasuries. 349 00:18:46,360 --> 00:18:53,920 Yeah, if you wanted to. I'm just curious if you guys 350 00:18:53,960 --> 00:18:56,400 think it's going to work out it. Feels like it's going to drive 351 00:18:56,400 --> 00:18:58,760 parabolas up. And then it would also 352 00:18:58,760 --> 00:19:02,120 potentially be if that's going to drive parabolas back down to 353 00:19:02,120 --> 00:19:09,000 me, that's just my gut feel. It's pretty untested, right? 354 00:19:09,000 --> 00:19:11,640 And they're all going to have their own different terms and 355 00:19:11,640 --> 00:19:14,000 how they're going to operate. So it's hard to just make a 356 00:19:14,000 --> 00:19:15,960 blanket statement. And like we, we talked about 357 00:19:15,960 --> 00:19:19,960 MicroStrategy at length on the show, It doesn't MicroStrategy 358 00:19:19,960 --> 00:19:22,880 is fairly safe, right? It's going to be very hard for 359 00:19:22,880 --> 00:19:26,360 them to become for sellers. We would have to look at the 360 00:19:26,360 --> 00:19:29,920 individual deals for all these other companies, but they feel 361 00:19:29,920 --> 00:19:34,160 more likely they could have to be face the situation of their 362 00:19:34,440 --> 00:19:37,600 for sellers at some point. The other aspect people are 363 00:19:37,600 --> 00:19:41,920 starting to pile into these stocks versus the the crypto 364 00:19:41,920 --> 00:19:45,520 assets, right? So you buy sharp link stock 365 00:19:45,520 --> 00:19:50,000 instead of buying Ethereum. A lot of these companies have 366 00:19:50,000 --> 00:19:53,320 been trading over book and then there's folks like Stats who 367 00:19:53,320 --> 00:19:56,480 think that premium is going to go away very soon and then they 368 00:19:56,480 --> 00:19:59,400 should in fact be trading at discounts to to their book. 369 00:20:00,560 --> 00:20:03,560 With the difficulties they'll have in selling based on their 370 00:20:03,560 --> 00:20:06,160 size. So I think that's one of the 371 00:20:06,160 --> 00:20:09,720 risk factors here as well is, is what happens to the the the 372 00:20:09,720 --> 00:20:13,880 publicly traded companies and folks who are buying into those 373 00:20:13,880 --> 00:20:16,200 like this. Sharp Link stock is up 460% 374 00:20:16,200 --> 00:20:25,640 today on the back of this news. Wow, that is pretty big. 375 00:20:25,640 --> 00:20:27,880 What do you think, Mendel from like your financial background, 376 00:20:27,880 --> 00:20:30,000 all this stuff like your trader background, like you've seen a 377 00:20:30,000 --> 00:20:32,080 lot of different shit, it's back, etcetera. 378 00:20:32,080 --> 00:20:35,080 Like you do you like this new model here? 379 00:20:36,480 --> 00:20:39,240 I think it's it's just because of what happened with Sailor, 380 00:20:39,240 --> 00:20:40,520 right? Yeah, that's it. 381 00:20:41,640 --> 00:20:44,840 Because Sailor trades a 2X book like all these companies are 382 00:20:44,840 --> 00:20:46,240 coming in to try and do the same thing. 383 00:20:46,240 --> 00:20:51,640 I I think this is going to continue until it goes wrong. 384 00:20:52,040 --> 00:20:55,760 Basically that that's everyone thinks they can just do what 385 00:20:55,760 --> 00:21:01,560 Sailor did and just logically that can't continue to have this 386 00:21:01,560 --> 00:21:05,120 premium. These these things are no better 387 00:21:05,120 --> 00:21:10,200 than ETFs and yet they're, they are somehow being valued AT2X at 388 00:21:10,320 --> 00:21:14,360 their book value or higher. So I I think everyone's going to 389 00:21:14,360 --> 00:21:18,680 try and do it. But you think it's going to be 390 00:21:18,720 --> 00:21:22,080 sustainable, like what happens in the bear It's. 391 00:21:22,720 --> 00:21:25,440 Definitely not sustainable. It's 100% not sustainable, 392 00:21:25,520 --> 00:21:27,640 that's the point. And in a bear it can be really 393 00:21:27,640 --> 00:21:29,120 bad. Like this? 394 00:21:29,200 --> 00:21:30,920 Yeah, I feel like the next bear is going to be disgusting 395 00:21:32,840 --> 00:21:34,600 between the ETF sell off and this. 396 00:21:35,960 --> 00:21:38,480 Well, if they start trading below, people always think that 397 00:21:38,480 --> 00:21:40,320 in a micro strategy is traded above NAB. 398 00:21:40,320 --> 00:21:43,560 It hasn't from large portions of it's history, it's traded well 399 00:21:43,560 --> 00:21:46,800 below NAB. And now, now micro strategy 400 00:21:46,960 --> 00:21:49,080 doesn't have a huge amount of debt, but some of these 401 00:21:49,400 --> 00:21:52,680 companies are going to be very have a high amount of debt in 402 00:21:52,680 --> 00:21:55,160 their in their structure and there's going to be incentive 403 00:21:55,160 --> 00:21:58,960 for them to actually sell off the Bitcoin and and repay the 404 00:21:58,960 --> 00:22:03,480 debt if that happens. So yeah, definitely be aware of 405 00:22:03,480 --> 00:22:06,440 that. Yeah, it's definitely something 406 00:22:06,440 --> 00:22:08,760 to be aware of, but for now, we'll celebrate it and it's 407 00:22:08,760 --> 00:22:10,560 good. Speaking of Bitcoin and all 408 00:22:10,560 --> 00:22:14,440 these companies I shared, I shared this chart on the 409 00:22:14,440 --> 00:22:17,400 timeline this weekend. I know last couple weeks a lot 410 00:22:17,400 --> 00:22:24,080 of people called for BTCDBTCD top and an out season, but I 411 00:22:24,080 --> 00:22:26,760 don't know boys, looks like we're looks like bitcoins ready 412 00:22:26,760 --> 00:22:28,080 for another melt up. To be honest. 413 00:22:29,080 --> 00:22:31,680 What are your thoughts here? I mean, looks like I don't know. 414 00:22:31,680 --> 00:22:33,400 Bitcoin does not look anywhere done here. 415 00:22:33,520 --> 00:22:35,040 It's barely hit an all time high. 416 00:22:36,360 --> 00:22:39,720 When do we where do we think Bitcoin kind of like pico tops 417 00:22:39,840 --> 00:22:43,200 here? I have my ideas. 418 00:22:43,200 --> 00:22:45,120 I'm curious what you guys think. I don't want to make a call. 419 00:22:45,320 --> 00:22:48,480 The M2 chart shows us maybe going to 120 K this week. 420 00:22:48,680 --> 00:22:50,440 Oh, you did share that chart this weekend. 421 00:22:51,680 --> 00:22:53,600 You did share that. I saw this on your timeline. 422 00:22:54,040 --> 00:22:55,840 Where is it? We'll have to scroll a little 423 00:22:55,840 --> 00:22:57,760 bit. There it is. 424 00:22:57,880 --> 00:22:59,560 No, it's right there. There you are. 425 00:23:00,040 --> 00:23:02,280 So that we had the dip to one O 5. 426 00:23:02,800 --> 00:23:06,040 Yeah, and. Then looks like a we go 427 00:23:06,040 --> 00:23:11,960 vertical, so for following two. I like that Mando do a dear to 428 00:23:11,960 --> 00:23:15,200 the M2 chart. So far so good. 429 00:23:15,200 --> 00:23:17,640 It's. Been right so far it's been 430 00:23:17,680 --> 00:23:21,560 right so far I, I do think it's going to take a lot for it to 431 00:23:21,760 --> 00:23:24,640 sell off significantly yeah, but I you can get. 432 00:23:25,400 --> 00:23:27,680 They barely could sell off right, like I like this blunts 433 00:23:27,680 --> 00:23:30,880 chart, which this just happened, but we barely could sell off 434 00:23:30,880 --> 00:23:32,520 right. They just wicked James Winn, big 435 00:23:32,520 --> 00:23:37,120 James, which we'll have to talk about his weekend Tyler, but you 436 00:23:37,120 --> 00:23:39,720 know, they kind of haunted them yesterday and that's about it. 437 00:23:39,720 --> 00:23:41,760 Boys like that. What was the dip yesterday was 438 00:23:41,760 --> 00:23:44,120 like one O 6. One O 7 five I think. 439 00:23:44,280 --> 00:23:47,720 Yeah, we didn't go. Yeah, one O 1 O 6/6 on the 25th, 440 00:23:47,760 --> 00:23:51,000 which is not yesterday, it's 2 days ago, Saturday, Sunday. 441 00:23:51,400 --> 00:23:54,480 Yesterday was one O 7 five. You're right. 442 00:23:55,440 --> 00:23:58,640 We didn't even retest the one O 4 like top of the old range. 443 00:23:58,640 --> 00:24:02,440 So we're looking good boys. And the words of rookie, they 444 00:24:02,440 --> 00:24:05,200 find it crazy that Bitcoin will trade 114K this week. 445 00:24:05,840 --> 00:24:08,320 I find it crazy that Solana will trade $200 this week. 446 00:24:08,320 --> 00:24:10,280 I find it crazy that fuckin will trade $2.00 this week. 447 00:24:11,240 --> 00:24:14,840 Where's Ethereum in that sense? 28293000 maybe? 448 00:24:14,840 --> 00:24:16,840 What do we think? I mean, Ethereum has a lot of 449 00:24:16,840 --> 00:24:19,000 bullish momentum going on for it now on top of that, now they 450 00:24:19,000 --> 00:24:20,440 had. Ethics. 451 00:24:20,440 --> 00:24:23,920 Pretty good. Perfect K. 3K in that if if in 452 00:24:23,920 --> 00:24:25,720 that scenario all those numbers said, I think 3 Ki. 453 00:24:26,280 --> 00:24:28,360 Agree with you guys. I mean look at the setup boys. 454 00:24:28,440 --> 00:24:30,520 As a matter of fact, you guys want to see something funny. 455 00:24:31,080 --> 00:24:33,320 It's the exact same setup on Dodge and on the East. 456 00:24:33,320 --> 00:24:34,640 I was looking this morning at Dodge. 457 00:24:35,120 --> 00:24:37,040 Oops. Yeah see see this set up is the 458 00:24:37,200 --> 00:24:39,560 is the exact same charts boys, have you guys realized this? 459 00:24:39,560 --> 00:24:43,880 Look at this now look at this right there right here. 460 00:24:43,880 --> 00:24:47,960 Little favorite man Tyler's little cup and handle on both 461 00:24:47,960 --> 00:24:50,840 little bull flag. What is that bullish Pennant 462 00:24:50,960 --> 00:24:54,560 I've learned and over the over the last couple years on CT so 463 00:24:54,560 --> 00:24:57,200 that E looks good here, which means Pepe looks good here as 464 00:24:57,200 --> 00:25:01,360 well, which is probably mog looks good here as well. 465 00:25:01,840 --> 00:25:03,720 All the same chart which means also erect. 466 00:25:04,000 --> 00:25:06,640 This is crazy. It's crazy how Yeah, it's crazy, 467 00:25:06,640 --> 00:25:09,840 right? Pepe Mog and Ethereum are the 468 00:25:09,840 --> 00:25:14,240 exact same setup on all three, which kind of validates Mando's 469 00:25:14,240 --> 00:25:16,640 point that Ethereum itself might outperform its memes for a 470 00:25:16,640 --> 00:25:18,640 little bit because it's just going to stay move up. 471 00:25:19,920 --> 00:25:24,600 And then wrecked, which touched its all time high and it retains 472 00:25:24,600 --> 00:25:26,360 a little bit. And I was getting ready. 473 00:25:26,840 --> 00:25:29,480 So the shipwrecked announcement in the Los Angeles looks like 474 00:25:29,480 --> 00:25:32,720 wrecked Rick Brands, it's coming to LA. 475 00:25:32,760 --> 00:25:34,520 Tyler, you, you had this in your topics. 476 00:25:34,520 --> 00:25:36,960 Today, Rick Brands has come to LA. 477 00:25:36,960 --> 00:25:39,360 Something's brewing June 19th through 21st. 478 00:25:39,360 --> 00:25:43,440 This comes on the back of their their new Shipwrecked a drink 479 00:25:43,440 --> 00:25:45,920 flavor. I don't know if I know the 480 00:25:45,960 --> 00:25:48,240 flavor yet, but that's that's the name of it. 481 00:25:48,800 --> 00:25:50,840 I wonder if it's just broccoli water, but I don't know. 482 00:25:50,960 --> 00:25:53,200 That's my gut. My gut is this is this is just 483 00:25:53,200 --> 00:25:56,200 your your standard soda unflavored. 484 00:25:57,400 --> 00:25:59,320 That's my gut. So we'll see if if that pays 485 00:25:59,320 --> 00:26:02,280 out. I think it's clear that a new 486 00:26:02,280 --> 00:26:05,640 drink launch is coming soon. I don't know if it's going to be 487 00:26:05,640 --> 00:26:10,000 timed up with with the LA event before that or or after. 488 00:26:11,440 --> 00:26:16,080 What folks may may not remember is that in past doesn't always 489 00:26:16,080 --> 00:26:21,200 indicate future, but the last drink sales have been followed 490 00:26:21,200 --> 00:26:26,520 by buybacks. Yep, and I saw someone share 491 00:26:26,520 --> 00:26:30,920 that like the wrecked treasury for marketing is up like fucking 492 00:26:30,920 --> 00:26:33,680 millions of dollars. Well obviously I'm not the exact 493 00:26:33,920 --> 00:26:35,680 direct flywheel Mendel am I right? 494 00:26:35,680 --> 00:26:38,040 I saw someone say 45,000,000 but I didn't want to quote them 495 00:26:38,040 --> 00:26:39,280 because they didn't want to know if I was. 496 00:26:39,280 --> 00:26:42,440 I didn't check the chain myself but apparently wrecked. 497 00:26:42,440 --> 00:26:44,800 Obviously as a marketing treasury and with it being an 498 00:26:44,800 --> 00:26:47,720 all time high, it's like an absurd amount of money in 499 00:26:47,720 --> 00:26:50,280 marketing. Well, think about the flywheel 500 00:26:50,280 --> 00:26:53,680 we already kept a very large percentage of. 501 00:26:53,680 --> 00:26:55,160 The offering. Treasury. 502 00:26:55,160 --> 00:26:58,400 But then we also did buybacks and we did buybacks kind of 503 00:26:58,400 --> 00:27:02,840 close to the lows, right? Yeah, so yeah, you're right. 504 00:27:02,880 --> 00:27:05,200 But one 1.8 trillion for 100 grand. 505 00:27:05,200 --> 00:27:06,600 That was literally the fucking low like. 506 00:27:07,440 --> 00:27:08,960 Right. We, we, we've got a couple of 507 00:27:08,960 --> 00:27:11,440 those, right. And it's gone up a lot since 508 00:27:11,440 --> 00:27:14,320 then. So I think those are up like 5 509 00:27:14,320 --> 00:27:18,640 or 6X those those purchases. Yeah, there was also the 510 00:27:18,640 --> 00:27:22,480 flywheel. Little Twitter's been broken, so 511 00:27:22,480 --> 00:27:23,360 it's hard to. There it is. 512 00:27:23,360 --> 00:27:23,920 There it is. Yeah. 513 00:27:24,920 --> 00:27:27,160 Yeah. So once you then do that, you 514 00:27:27,160 --> 00:27:30,800 can, yeah, the flywheel can. I mean, that's just a bigger 515 00:27:30,800 --> 00:27:32,040 marketing budget for us right now. 516 00:27:32,040 --> 00:27:35,840 So we have a lot of treasury. To incentive There it is, it's 517 00:27:35,840 --> 00:27:39,120 here, it's here. Reward pull increases, currently 518 00:27:39,120 --> 00:27:41,600 38% of the token supplies held for future community rewards. 519 00:27:41,600 --> 00:27:43,440 That's $44 million at current FDV. 520 00:27:45,200 --> 00:27:47,920 Yeah, this next drink. So the last drink sold out in, 521 00:27:47,920 --> 00:27:49,000 what, 20 minutes? Thirty. 522 00:27:49,000 --> 00:27:51,000 Minutes. 40 minutes. These next ones are going to 523 00:27:51,000 --> 00:27:54,120 sell out in half of time. Yo, we need a market on that. 524 00:27:54,360 --> 00:27:56,160 And that's going to generate more headlines. 525 00:27:58,880 --> 00:28:00,400 We're just going to generate more attention. 526 00:28:01,000 --> 00:28:03,840 Yeah, after the token goes up, the rewards pulls bigger and 527 00:28:03,840 --> 00:28:06,600 then the next drink sales going to sell out in half that time. 528 00:28:07,720 --> 00:28:09,760 I can't wait for one minute. So I'm out on the buzzer. 529 00:28:09,840 --> 00:28:13,040 So we're selling out in the. How are the How are the NFTS 530 00:28:13,040 --> 00:28:13,720 doing? We're curious. 531 00:28:13,880 --> 00:28:16,480 We're going to spike gas on Ethereum by the end of this 532 00:28:16,480 --> 00:28:18,440 thing. That's not bad by the way. 533 00:28:18,440 --> 00:28:23,240 Like the rec guys trading at .43, this actually should be 534 00:28:23,240 --> 00:28:27,400 trading way higher if you were to, if we're in 2021, this like 535 00:28:27,960 --> 00:28:30,040 obviously love Pudgy, but if Pudgy is trading at 10 eighth, 536 00:28:30,240 --> 00:28:31,800 why is Regat trading at .4 eighth? 537 00:28:33,600 --> 00:28:35,000 We're in eighth. Yeah, they're 2013. 538 00:28:35,000 --> 00:28:37,240 It's like. The red guys have not kept up 539 00:28:37,320 --> 00:28:40,240 kept up with the coin so far. Well, because do they get you 540 00:28:40,240 --> 00:28:41,800 something? Do they get you a multiplier? 541 00:28:41,800 --> 00:28:44,560 I mean, the pudgy don't get you pudgy points or something. 542 00:28:44,560 --> 00:28:47,400 So they shouldn't. Vibes. 543 00:28:49,440 --> 00:28:54,680 This is low. This is low, but I guess people 544 00:28:54,680 --> 00:28:56,600 rather buy the token, which makes sense as well, right? 545 00:28:56,720 --> 00:28:59,320 Like if you have to pick between .4 eighths into a token with 546 00:28:59,320 --> 00:29:02,600 NFTI, guess it's, you know, join the community, you buy the NFT 547 00:29:02,640 --> 00:29:04,920 like that, you've done well the token, then you buy the NFT, 548 00:29:04,920 --> 00:29:09,440 right, to like participate more. I guess They have the golf 549 00:29:09,440 --> 00:29:10,480 tournament today. I wish it was there. 550 00:29:10,480 --> 00:29:13,280 I was invited but couldn't make it all the way there. 551 00:29:13,280 --> 00:29:14,760 They have a golf tournament going on. 552 00:29:14,760 --> 00:29:20,360 And in other news from France, Kaido Mandel pull the trigger. 553 00:29:20,360 --> 00:29:23,480 You kind of hinted at it on the show, I think a couple weeks 554 00:29:23,480 --> 00:29:26,160 ago. Tell us more. 555 00:29:26,360 --> 00:29:30,920 So actually, I'm curious because you've decided to pull the plug 556 00:29:30,920 --> 00:29:33,800 and do it. Why are you doing this? 557 00:29:33,800 --> 00:29:35,440 Because a lot of people ask, like, we've talked about this 558 00:29:35,440 --> 00:29:38,160 with Tyler on the show multiple times as a founder. 559 00:29:38,960 --> 00:29:40,840 Yeah. Why did you decide to do this? 560 00:29:43,200 --> 00:29:46,560 Yeah, good question. Because we we thought about it a 561 00:29:46,560 --> 00:29:49,480 little bit beforehand and then we thought it was kind of worth 562 00:29:49,480 --> 00:29:51,200 it. I think there's two things. 563 00:29:51,680 --> 00:29:58,520 So firstly, just for general brand recognition, like most 564 00:29:58,520 --> 00:30:02,360 people have like their own native social program, We felt 565 00:30:02,360 --> 00:30:05,880 as though remember the the reason why portal method where 566 00:30:05,880 --> 00:30:08,160 you do it yourself. We felt like those are the ones 567 00:30:08,160 --> 00:30:13,240 like losing focus to these, which were like Pan X all across 568 00:30:13,240 --> 00:30:15,040 all different projects, all across all different influences 569 00:30:15,040 --> 00:30:16,320 and people paying more attention to it. 570 00:30:16,320 --> 00:30:19,320 So we were drawn to these more naturally. 571 00:30:21,680 --> 00:30:25,280 And then secondly, so, so there's, there's two different 572 00:30:25,280 --> 00:30:27,120 products here, right? So there's the Yap leaderboard, 573 00:30:27,120 --> 00:30:28,920 which just gets you a leaderboard. 574 00:30:29,560 --> 00:30:31,400 Which is this right? Yeah. 575 00:30:31,600 --> 00:30:35,640 And that there are some incentives within Kaito for 576 00:30:35,640 --> 00:30:40,280 that. But but what you can really do 577 00:30:40,280 --> 00:30:45,000 here is, is if you go down to Kaito Earn on the left hand 578 00:30:45,000 --> 00:30:51,840 side, you can actually run specific rewards campaigns for 579 00:30:51,880 --> 00:30:57,040 people on the those leaderboards and you get to your own 580 00:30:57,040 --> 00:30:58,880 affiliate. Program, Yeah. 581 00:30:59,760 --> 00:31:05,960 So what we will be looking to do over the over the kind months is 582 00:31:06,480 --> 00:31:09,720 not only have bring in rewards for people who are talking about 583 00:31:09,720 --> 00:31:15,040 us the most, but also have rewards for people who are 584 00:31:15,800 --> 00:31:18,840 linked to our affiliate program via Kaita. 585 00:31:20,400 --> 00:31:23,480 So for a business model like ours, like it makes it makes it 586 00:31:23,480 --> 00:31:26,760 makes a lot of sense and we like those guys, they like, I just 587 00:31:26,760 --> 00:31:31,960 think that they have dominated this now, I think there's 588 00:31:31,960 --> 00:31:33,640 obviously slightly diminishing returns. 589 00:31:33,640 --> 00:31:38,080 And if you, if you can't do the earned thing that we can do, I 590 00:31:38,080 --> 00:31:40,880 do think you're if you just did like a YAP leaderboard, which 591 00:31:40,880 --> 00:31:45,320 used to be like the only thing that projects used to do, it's 592 00:31:45,320 --> 00:31:49,200 less attractive. But for us, like, we have a 593 00:31:49,200 --> 00:31:52,840 clear reason to do it so. I'm cooking hard. 594 00:31:52,840 --> 00:31:53,840 I'm right there. Look at this Sims. 595 00:31:53,840 --> 00:31:57,000 I'm coming for you ass. It's going to be funny when I 596 00:31:57,040 --> 00:31:59,880 flip keyboard monkey. So ideally in like a month's 597 00:31:59,880 --> 00:32:03,920 time, this will have rewards for people who are talking about us 598 00:32:03,920 --> 00:32:06,760 the most on the top of these sort of lists and also those who 599 00:32:06,760 --> 00:32:10,560 are driving volume to eat more directly through this. 600 00:32:11,680 --> 00:32:14,120 And then and then obviously we're going to do a token. 601 00:32:14,120 --> 00:32:17,400 So there's there could be incentives around that when we 602 00:32:17,920 --> 00:32:21,880 when. We did, I hear token, Tyler, did 603 00:32:21,880 --> 00:32:23,880 you hear that? I mean, we've been pretty 604 00:32:23,880 --> 00:32:26,400 explicit with the token, so. Did did I hear this? 605 00:32:28,880 --> 00:32:31,040 So wait, did you tell me there's two tokens coming out of this 606 00:32:31,040 --> 00:32:36,480 show in the in in Q in in 2025? Wow, you so you're telling me if 607 00:32:36,480 --> 00:32:40,120 you pay attention to FOMO hour, there's like Marriott and heat 608 00:32:40,120 --> 00:32:41,720 coming out of it? Is that what I'm getting out of 609 00:32:41,720 --> 00:32:42,840 this? Damn. 610 00:32:42,840 --> 00:32:45,720 That's what you get, brother. I would probably pay attention 611 00:32:45,720 --> 00:32:49,800 to Soma. Yeah. 612 00:32:50,040 --> 00:32:51,720 You know, I wrote a tweet about it yesterday. 613 00:32:51,720 --> 00:32:53,800 You know, Rex has already shown what's coming out. 614 00:32:53,800 --> 00:32:56,160 You know, you guys are coming out and we're a little behind 615 00:32:56,160 --> 00:32:58,080 you, but that's also coming. But I like. 616 00:32:58,080 --> 00:33:00,240 So my other question for you, Mando, on this, I want to stay 617 00:33:00,240 --> 00:33:02,000 on this topic quickly. Yeah. 618 00:33:02,080 --> 00:33:05,000 A lot of the criticism Kaito's gotten for the leaderboard is 619 00:33:05,000 --> 00:33:09,840 that it's human slop. So have you seen? 620 00:33:09,840 --> 00:33:12,880 Obviously, all of a sudden I see a ton of like post about eats, 621 00:33:12,880 --> 00:33:15,440 right? Is that increasing user 622 00:33:15,440 --> 00:33:18,960 engagement, not just engagement on Twitter, but have you seen 623 00:33:18,960 --> 00:33:21,080 this effect? I mean, it's too early to say, 624 00:33:21,080 --> 00:33:22,400 right? But are you seeing I'm? 625 00:33:22,400 --> 00:33:25,440 Not sure about it. Clearly there is slop out there 626 00:33:25,680 --> 00:33:28,040 like clearly there is. Clearly it's this farming of 627 00:33:28,040 --> 00:33:31,440 this and people's. I think the difference between 628 00:33:31,960 --> 00:33:35,680 the ours is less of a. So we have a, we have a fully 629 00:33:35,680 --> 00:33:38,640 formed product, right that generates revenue to $100 630 00:33:38,640 --> 00:33:41,680 million of volume like it is fully formed. 631 00:33:42,240 --> 00:33:46,200 I think where this can get annoying is when there is no 632 00:33:46,200 --> 00:33:47,720 product. And this is cool. 633 00:33:48,480 --> 00:33:51,040 And it's just about talking about the thing. 634 00:33:51,040 --> 00:33:55,760 So for us, we can, we can change it to being way more directed 635 00:33:55,760 --> 00:33:58,360 based on like all right, you're not only talking about us, but 636 00:33:58,360 --> 00:34:02,040 you're also actually driving revenue to the site. 637 00:34:02,080 --> 00:34:06,080 And that will be better accounts in terms of engagement. 638 00:34:06,400 --> 00:34:09,679 If if I couldn't do that, it would be less attractive because 639 00:34:09,679 --> 00:34:13,880 then you are really just inviting more low quality slash 640 00:34:13,880 --> 00:34:19,920 slop style content. Whereas that affiliate tie in 641 00:34:19,920 --> 00:34:22,360 that Kaito earn thing really works on both sides. 642 00:34:22,360 --> 00:34:24,159 For us. It means that the people with 643 00:34:24,159 --> 00:34:26,520 the most reach who can actually drive volume to the site, 644 00:34:26,639 --> 00:34:29,760 generally higher quality accounts will gain the most and 645 00:34:29,880 --> 00:34:31,880 you'll only really see that sort of content. 646 00:34:32,040 --> 00:34:35,199 You won't just see like lower value. 647 00:34:35,199 --> 00:34:36,600 You don't know if it's an AI bot or not. 648 00:34:36,600 --> 00:34:38,679 Or at least the post has been written by. 649 00:34:38,920 --> 00:34:43,639 AAR. And I would say about one in 650 00:34:43,639 --> 00:34:47,760 every 10, two in every 10 things that I saw yesterday from me was 651 00:34:47,760 --> 00:34:53,560 like was wrong. But but that but that's still 652 00:34:53,560 --> 00:34:57,960 like we, we saw a massive uptick in sign ups, massive uptick in, 653 00:34:59,480 --> 00:35:04,720 in volume, in engagement on social media. 654 00:35:04,720 --> 00:35:06,480 Like it's been a big, big win for us. 655 00:35:06,480 --> 00:35:09,520 But you, you have to get like, you have to be honest. 656 00:35:09,560 --> 00:35:11,160 But like, yeah, it's like perfect. 657 00:35:12,160 --> 00:35:13,320 It's true. No, you're right. 658 00:35:13,320 --> 00:35:15,200 It's because a lot, I think you made the best point. 659 00:35:15,200 --> 00:35:17,160 A lot of these people pre leaderboard in the leaderboard 660 00:35:17,160 --> 00:35:19,160 don't have a product. They're just talking about some 661 00:35:19,160 --> 00:35:21,600 L2 or L3 or some product that doesn't exist. 662 00:35:22,160 --> 00:35:24,120 But if you have the product already and it's well formed and 663 00:35:24,120 --> 00:35:25,680 people can use it and you can cater it to that. 664 00:35:25,680 --> 00:35:27,400 I don't know if Tyler, you had any questions on that because I 665 00:35:27,400 --> 00:35:28,720 know it's something you've covered. 666 00:35:31,000 --> 00:35:34,160 I I wasn't sure what kind of yeet content I'd see and so far 667 00:35:34,160 --> 00:35:36,440 I've actually seen a lot of good content like people. 668 00:35:36,440 --> 00:35:39,600 Talking about their. Strategies people talking about 669 00:35:39,600 --> 00:35:42,520 like what games they're playing. Yeah, I feel it was all out, 670 00:35:42,520 --> 00:35:44,640 like he's fucking. Which I think is good marketing, 671 00:35:45,280 --> 00:35:47,600 right, because I mean, we we show off the games on this show. 672 00:35:48,240 --> 00:35:52,120 But I think for the average CT user who's not deep in yeet, 673 00:35:52,360 --> 00:35:54,880 they probably they may not know a ton about like the different 674 00:35:54,880 --> 00:35:57,160 offerings. And now you've got folks sharing 675 00:35:57,160 --> 00:35:59,240 some thoughtful content. I haven't seen any slop. 676 00:35:59,320 --> 00:36:02,080 I'm sure it exists and I haven't been combing through it. 677 00:36:02,080 --> 00:36:04,600 It's I. Wouldn't say necessarily slop, 678 00:36:04,600 --> 00:36:07,520 but you can tell that like it's just they've just tried to get a 679 00:36:07,520 --> 00:36:09,640 post app so it's like. Yeah, I mean, you have stuff 680 00:36:09,640 --> 00:36:11,880 like this, right? Like, and that's not bad per SE, 681 00:36:11,880 --> 00:36:14,200 it's good publicity. But it's like, you know, now 682 00:36:14,200 --> 00:36:15,920 they'll, you'll get a lot of these posts, right? 683 00:36:16,680 --> 00:36:18,760 Yeah. And there's been some confusing 684 00:36:18,760 --> 00:36:20,800 that we're not. There was another Yeep project 685 00:36:20,800 --> 00:36:22,200 which was on Baritain. For a while. 686 00:36:24,040 --> 00:36:26,760 So like the other one was like, oh, the first project on 687 00:36:26,760 --> 00:36:30,240 Baritain. I'm like on Baritain guys. 688 00:36:31,240 --> 00:36:34,240 But to me these are good like because even though some people 689 00:36:34,240 --> 00:36:36,800 may consider a post like this slop and that by the way, I'm 690 00:36:36,800 --> 00:36:38,840 not pick single picking on someone, right? 691 00:36:38,840 --> 00:36:41,040 I just first one I picked out that came up to me. 692 00:36:41,480 --> 00:36:44,400 These are good as publicity, right? 693 00:36:44,640 --> 00:36:46,920 So reminding people, yo, these guys raise up money. 694 00:36:46,920 --> 00:36:50,360 There's all these people like, I don't know this. 695 00:36:50,360 --> 00:36:52,320 They're not necessarily bad either, right? 696 00:36:52,320 --> 00:36:53,760 So interesting. All right. 697 00:36:53,760 --> 00:36:56,800 Well, look, looking forward to this is probably the first 698 00:36:56,800 --> 00:37:00,360 leaderboard I'll participate in so. 699 00:37:02,000 --> 00:37:04,920 You should maybe get FOMO on on on Kaito too right? 700 00:37:05,360 --> 00:37:07,800 Well, can we? I actually don't know I. 701 00:37:09,680 --> 00:37:11,400 Wonder if FOMO I can win out of this. 702 00:37:11,400 --> 00:37:13,360 That's a good, that's a good call because we do all these 703 00:37:13,360 --> 00:37:16,680 giveaways anyways. That's that's yeah, the 10K 704 00:37:16,680 --> 00:37:20,720 poker I was meant to play. But I have a very, very, very, 705 00:37:20,720 --> 00:37:23,360 very, very important meeting that I can't move. 706 00:37:23,360 --> 00:37:25,480 So sadly I had to tell Ben that I can't make it. 707 00:37:25,880 --> 00:37:27,640 But I really wanted to play a poker tournament with you guys 708 00:37:27,640 --> 00:37:30,000 today. Fuck, I'm so annoyed at that. 709 00:37:30,440 --> 00:37:33,960 Sounded so fun. But anyways, Tyler, what else 710 00:37:33,960 --> 00:37:35,960 did you have for us? Feels like there's still a few 711 00:37:35,960 --> 00:37:37,800 things we haven't covered, but we've covered a lot. 712 00:37:38,720 --> 00:37:42,240 I was on the wrapping up this Kaido topic I think. 713 00:37:42,240 --> 00:37:44,720 Just, oh, amplifying. The rewards are real so like 714 00:37:44,720 --> 00:37:48,240 Huma finance they debuted their human token it it came out 715 00:37:48,240 --> 00:37:51,760 something on FTV. They gave a good chunk to top 716 00:37:51,760 --> 00:37:55,800 yappers and the Kaido stakers. It seems like a lot of rewards 717 00:37:55,800 --> 00:37:59,280 are being funneled to Kaido stakers right now, as well as 718 00:37:59,280 --> 00:38:02,920 the Kaido NFT holders. And we saw those NFTS are back 719 00:38:02,920 --> 00:38:06,960 over 3/8 and then the Kaido tokens hanging out around $2.00, 720 00:38:06,960 --> 00:38:11,200 two billion, which is is pretty damn strong. 721 00:38:11,640 --> 00:38:14,960 And now Infinex, they launched their claim this morning as 722 00:38:14,960 --> 00:38:16,920 well. They're doing a $6 million 723 00:38:16,920 --> 00:38:20,480 campaign, big Mando and I both got some tokens there. 724 00:38:20,480 --> 00:38:22,640 They're not tradable yet. You can go claim them, but you 725 00:38:22,640 --> 00:38:26,400 can't, you can't swap them. But like, I went and played 726 00:38:26,400 --> 00:38:29,840 around the Infinex product this weekend just kind of on the back 727 00:38:29,840 --> 00:38:32,640 of that. And it actually is slick. 728 00:38:33,640 --> 00:38:37,200 And to me, this is a sign of these programs can work, right? 729 00:38:37,200 --> 00:38:41,040 Like I was probably very doubtful to be an Infinex user 730 00:38:42,080 --> 00:38:44,880 without this campaign, if I'm being just totally blunt. 731 00:38:46,360 --> 00:38:49,080 But because of this campaign, I gave it a shot to see like, OK, 732 00:38:49,080 --> 00:38:50,960 what is this thing? I was like, hey, I actually kind 733 00:38:50,960 --> 00:38:56,120 of like this, this is smooth. So I do think that these types 734 00:38:56,120 --> 00:38:59,800 of campaigns can definitely work for these protocols. 735 00:39:00,200 --> 00:39:03,040 And then we've got what is the one that everyone's going to see 736 00:39:03,040 --> 00:39:06,000 on their timeline, if you haven't already, this is from OX 737 00:39:06,040 --> 00:39:09,560 Ultra. It's kind of like a moon style 738 00:39:09,560 --> 00:39:11,160 project. It's got its own flywheel. 739 00:39:11,160 --> 00:39:12,840 So basically what they're going to do, they're going to launch a 740 00:39:12,840 --> 00:39:18,040 token, they're going to charge fees on trades, and then they're 741 00:39:18,040 --> 00:39:19,800 going to take those fees and they're going to give them out 742 00:39:19,800 --> 00:39:21,920 to the top 25 yappers every week. 743 00:39:21,920 --> 00:39:25,240 So they're going to try to generate attention. 744 00:39:26,200 --> 00:39:28,400 People who are best generating that attention are going to get 745 00:39:28,400 --> 00:39:33,320 the fees, and they're going to try to run this token up. 746 00:39:33,320 --> 00:39:37,280 I think of course there's been a lot of people talking about 747 00:39:37,280 --> 00:39:39,160 this, There's been a lot of bull cases. 748 00:39:39,160 --> 00:39:41,320 I struggle to see why anyone's going to buy this. 749 00:39:41,320 --> 00:39:44,960 I mean, of course you'd buy if you think the number is going to 750 00:39:44,960 --> 00:39:48,880 go up. It's already hyper competitive 751 00:39:48,880 --> 00:39:50,880 to get in the top 25. Like I don't think I've got to 752 00:39:51,120 --> 00:39:56,760 be top 25 on this. And if I if I can't be top 25 753 00:39:56,760 --> 00:39:58,840 and I'm not going to be getting the token awards, I'm going to 754 00:39:58,840 --> 00:40:01,480 go buy. I'm going to go buy this. 755 00:40:01,480 --> 00:40:05,160 So top the appers can just dump on me. 756 00:40:05,160 --> 00:40:07,120 Yeah. I don't know. 757 00:40:07,400 --> 00:40:09,200 I did the comp to Pacman. I think people will kind of 758 00:40:09,200 --> 00:40:12,040 forget like Pacman had those other incentives, right. 759 00:40:12,040 --> 00:40:16,520 So we were getting those blast jackpots for holding that pack 760 00:40:16,520 --> 00:40:19,600 moon token. When you do this, you have to 761 00:40:19,600 --> 00:40:21,160 have something else. So we'll see. 762 00:40:21,360 --> 00:40:23,560 I don't I'm not just coming out here to flood like it's an 763 00:40:23,560 --> 00:40:26,640 interesting experiment. And then along these lines, back 764 00:40:26,640 --> 00:40:28,880 moon guys are back. They're going to do something on 765 00:40:28,880 --> 00:40:32,960 Hyper Liquid. I saw Bobby and and Lambeau talk 766 00:40:32,960 --> 00:40:34,640 about this. Bobby, Biggie and Lambeau, 767 00:40:34,680 --> 00:40:35,840 they're, they're running it back. 768 00:40:36,600 --> 00:40:41,000 On hyper liquid projects XHL. Yeah, we don't know anything 769 00:40:41,000 --> 00:40:43,760 else about it, but they've already got 15,000 followers. 770 00:40:43,760 --> 00:40:47,560 So clearly they're good at generating hype. 771 00:40:47,840 --> 00:40:50,920 And I think the other story, this kind of maybe sags back to 772 00:40:51,240 --> 00:40:54,240 more of the market talk. Everyone's bridging over to 773 00:40:54,240 --> 00:40:57,800 hyper EVM, but I don't know what they're doing over there. 774 00:40:58,720 --> 00:41:01,320 There's there's a handful of tokens that have done well. 775 00:41:02,840 --> 00:41:06,560 I will admit I'm not actively trading hyper EVM so maybe. 776 00:41:06,560 --> 00:41:11,240 I'm so surprised right now. Like this perp coin is doing OK? 777 00:41:11,240 --> 00:41:13,920 Is it 8 and a half million? What? 778 00:41:13,920 --> 00:41:16,080 I haven't seen anyone. I haven't really seen anyone 779 00:41:16,080 --> 00:41:20,560 victory lapping like oh I hit this 5X or 10X on hype BBM. 780 00:41:20,560 --> 00:41:23,200 I've seen a lot of people talk about bridging. 781 00:41:23,200 --> 00:41:25,080 I haven't seen anyone victory lap their games. 782 00:41:25,280 --> 00:41:29,000 So I don't think there's some people haven't success in hyper 783 00:41:29,000 --> 00:41:32,080 EBM just yet. What do you think of this take 784 00:41:34,120 --> 00:41:35,920 on Sam calling? Because a lot of people are 785 00:41:35,920 --> 00:41:38,360 saying, oh, like hype is going to flip soul, which I don't like 786 00:41:38,360 --> 00:41:41,440 the narratives like that. But on some saying he's not like 787 00:41:41,440 --> 00:41:46,720 saying it's going to flip, he's saying that hyper liquid at 12 788 00:41:46,720 --> 00:41:48,640 bill is what Solana was at 12 billion. 789 00:41:50,920 --> 00:41:55,000 What do you think? Is is hyper liquid at 12 billion 790 00:41:55,000 --> 00:41:59,440 or is it 38? Bill, market cap is well fully 791 00:41:59,440 --> 00:42:03,760 diluted is 38, you're right. Yeah, I, I think you got to pay 792 00:42:03,760 --> 00:42:06,160 attention to that, in my opinion. 793 00:42:07,320 --> 00:42:11,400 You're right. What's hyper liquid trading at 794 00:42:11,400 --> 00:42:13,880 right now? Wow, 37 five. 795 00:42:13,880 --> 00:42:17,640 Man, this chart is insane. Hey fucking wild dude. 796 00:42:18,720 --> 00:42:21,280 It went down like 70% from top here. 797 00:42:21,560 --> 00:42:26,920 Yeah, and just ran it back. So people had two chances of 798 00:42:26,920 --> 00:42:28,800 trading because it opened at like $8, right? 799 00:42:28,800 --> 00:42:32,040 That one day and you had another chance of buying at $8. 800 00:42:32,160 --> 00:42:35,600 This is so nuts. Yeah, they give everyone another 801 00:42:35,600 --> 00:42:38,720 chance. It, it feels like it has become 802 00:42:39,440 --> 00:42:42,880 the most public trade. I know Deez ran his poll. 803 00:42:42,880 --> 00:42:46,000 We talked about it last week. I think since then we've seen 804 00:42:46,000 --> 00:42:48,280 more and more folks just kind of talk about how this is the 805 00:42:48,280 --> 00:42:54,080 trade. It's strong. 806 00:42:54,480 --> 00:42:56,400 They're doing the buybacks every single day. 807 00:42:56,520 --> 00:43:01,720 It's hard to ignore that. I think hyper EVM is still in 808 00:43:01,720 --> 00:43:03,960 its infancy. Yeah it is. 809 00:43:04,480 --> 00:43:07,080 I was remember when I was trading on fucking hyper liquid 810 00:43:07,080 --> 00:43:11,600 memes like 6 months ago for like a whole weekend with KBM. 811 00:43:13,040 --> 00:43:15,360 It was so funny. They made a group check on like 812 00:43:15,360 --> 00:43:18,640 hyper retards. It was just buying hype meme 813 00:43:18,640 --> 00:43:20,160 coins. So I bridged there like months 814 00:43:20,160 --> 00:43:22,640 ago and I did it and I just was like, OK, it's not working. 815 00:43:22,960 --> 00:43:24,360 Sadly, I was six months too early. 816 00:43:26,040 --> 00:43:29,040 That didn't work out for me. Anyways, the code today. 817 00:43:29,160 --> 00:43:30,880 So the reason we haven't given you guys a code is because 818 00:43:30,880 --> 00:43:33,440 Twitter's been broken again. And if you realize even on this 819 00:43:33,440 --> 00:43:35,560 show when I go on people's pages and load their tweets. 820 00:43:36,000 --> 00:43:41,600 So try the code Wrecked guy, wrecked guy, raffle ball dot XYZ 821 00:43:41,600 --> 00:43:46,280 tricode wrecked guy, tricode wrecked guy raffle ball X was if 822 00:43:46,280 --> 00:43:48,360 you have a chance to win while we do. 823 00:43:48,360 --> 00:43:50,960 This is Speaking of win, Should we talk about James Wynn's 824 00:43:50,960 --> 00:43:55,120 weekend? I mean, big James, what is going 825 00:43:55,120 --> 00:43:58,280 on here? I mean dude, what the hell, man? 826 00:43:59,480 --> 00:44:02,240 Crazy swings what? But what kind of TA is this? 827 00:44:02,240 --> 00:44:07,320 Like this is insane. Look at these lines man. 828 00:44:07,320 --> 00:44:12,040 Though this is it's some crazy, this is some crazy mental 829 00:44:12,040 --> 00:44:13,960 gymnastics. So James Wayne went ahead. 830 00:44:14,240 --> 00:44:18,880 He was rightfully long right wouldn't have gone liquidated 831 00:44:20,800 --> 00:44:26,720 when short at the bottom closed for $25 million. 832 00:44:26,720 --> 00:44:32,920 Something went long at the Pico top one O 9 K something lost 833 00:44:32,920 --> 00:44:35,280 another 17 or $18 million yesterday. 834 00:44:35,480 --> 00:44:40,320 Close that and his piano wants -43,000,000 a week. 835 00:44:40,800 --> 00:44:45,040 He went from $87,000,000 PNL to 9 million and it appears that 836 00:44:45,040 --> 00:44:47,560 he's not a 20 back of $20 million and plans on running it 837 00:44:47,560 --> 00:44:50,280 back up to $100 million. Like what do you, I mean, how 838 00:44:50,280 --> 00:44:55,360 does this end boys? And now he's back to calling 118 839 00:44:55,360 --> 00:44:58,840 K and you was funny. His, his original thesis was I 840 00:44:58,840 --> 00:45:01,560 think was right, like we're going to 120 KA 118K. 841 00:45:01,560 --> 00:45:05,160 But this flip flopping over a long weekend, it's insane. 842 00:45:06,720 --> 00:45:10,560 And they haunted them yesterday. I mean, he he was trading like a 843 00:45:10,800 --> 00:45:16,360 first cycle momentum trader who is like, I mean, just making 844 00:45:16,360 --> 00:45:18,960 basic mistakes. Like the first trader was great. 845 00:45:18,960 --> 00:45:22,480 And then he flip flops late and then he flip flop again late. 846 00:45:23,720 --> 00:45:27,440 And it's like, is there is this all like a, a big game, a big 847 00:45:27,440 --> 00:45:28,920 act? Like there's always the 848 00:45:28,920 --> 00:45:31,280 conspiracies, right, that this they're tied into like hyper 849 00:45:31,280 --> 00:45:35,000 liquid and this is just a mess by the liquid marketing campaign 850 00:45:36,800 --> 00:45:39,480 or that he's just some megamind. But he's not trading like a 851 00:45:39,480 --> 00:45:45,720 megamind by any means. I mean, at one point he was up 852 00:45:46,160 --> 00:45:49,560 30 to 40 million. 45 mil and then on the trade. 853 00:45:49,880 --> 00:45:52,360 What did he end up down 40? 43 mil, yeah. 854 00:45:52,880 --> 00:45:55,480 OK, so that was. The SO on his seven day PNL 855 00:45:55,480 --> 00:46:03,280 yesterday was 40 negative 43 and then his all combined PNL guys 856 00:46:03,280 --> 00:46:07,440 yesterday at the lowest he went from up 87 mil to just up 4 1/2 857 00:46:07,440 --> 00:46:11,960 mil. He's swinging around big size. 858 00:46:14,920 --> 00:46:19,800 Oh man, so they haunted him last night and we just saw that on 859 00:46:19,800 --> 00:46:24,160 hyper leg when I was crazy candle and it appears that now 860 00:46:24,160 --> 00:46:28,640 he's up 20 mil again for this screenshot. 861 00:46:28,960 --> 00:46:30,240 Oh, he's back up. So is he long? 862 00:46:31,160 --> 00:46:36,560 Yeah, and he's cutting for 118K Bitcoin, so we'll see. 863 00:46:36,560 --> 00:46:38,040 We'll wish you the best, James Win. 864 00:46:38,040 --> 00:46:41,120 We definitely don't want anyone to lose. 865 00:46:41,320 --> 00:46:43,800 I'm saying his location price is one O 8-9. 866 00:46:44,600 --> 00:46:46,880 Oh God, it can you. Which which account is it on 867 00:46:46,880 --> 00:46:48,680 here? Leaderboard, right? 868 00:46:48,680 --> 00:46:49,480 Is that where you see it? No. 869 00:46:49,480 --> 00:46:51,880 Right. I just had this. 870 00:46:53,560 --> 00:46:56,080 There's some people that make so much money on here dude. 871 00:46:56,600 --> 00:46:59,920 It's no, I'm saying it's a one O 8 that might have been a little 872 00:46:59,920 --> 00:47:03,640 old, but he's he's look, his look is one O 7/9/74. 873 00:47:04,040 --> 00:47:06,240 His position I'm seeing is down to .1 so maybe he's got other 874 00:47:06,240 --> 00:47:08,280 wallets. Yeah. 875 00:47:10,880 --> 00:47:12,000 Looks like he's not going to stop. 876 00:47:13,920 --> 00:47:16,480 Yeah. 100 hundred millions are bust. 877 00:47:17,720 --> 00:47:20,960 Yeah, well, good luck. What does that mean for the Moon 878 00:47:20,960 --> 00:47:25,240 Pig market? Moon Pig is down to 69 million. 879 00:47:25,520 --> 00:47:29,120 Are you still in that trade? No, I, I when it looks like when 880 00:47:29,120 --> 00:47:31,200 he closed his first position, I, I, I got out. 881 00:47:31,560 --> 00:47:33,440 Yeah, it looks. Like Big James, Big Game James 882 00:47:33,440 --> 00:47:37,280 is no longer your man, your guy. Moon Big was a levered bet on 883 00:47:37,280 --> 00:47:40,280 Big Game James when Big Game started shooting signs of 884 00:47:40,280 --> 00:47:44,480 weakness. Speaking of levered bets, I I 885 00:47:44,520 --> 00:47:45,520 big. Market. 886 00:47:45,760 --> 00:47:48,160 Speaking of levered bets, I I pissed off a few people this 887 00:47:48,160 --> 00:47:49,560 weekend, Boys, you guys see that you. 888 00:47:49,960 --> 00:47:54,760 Sure did. I, I, I, I caused quite the 889 00:47:55,520 --> 00:47:59,000 controversy this weekend, which which got me #1 on Kaido, I got 890 00:47:59,000 --> 00:48:02,200 another gold medal. And over the weekend, you know, 891 00:48:03,000 --> 00:48:08,560 it's looks like my, my take on ordinals and, and ruins was not 892 00:48:08,560 --> 00:48:12,760 very actually it was like very mixed and it was yes and no, you 893 00:48:12,760 --> 00:48:14,160 know what I mean? It was, is some people took it 894 00:48:14,160 --> 00:48:17,000 well, some people didn't got 2016 thousand views. 895 00:48:17,000 --> 00:48:21,480 So I'll take that, you know, after after some careful 896 00:48:21,480 --> 00:48:24,240 consideration and reading the the comments and having as a 897 00:48:24,280 --> 00:48:26,400 matter of fact, I want to give a shout out to the few people that 898 00:48:26,400 --> 00:48:28,480 had really good conversation with me in the comments, like 899 00:48:28,480 --> 00:48:32,400 Leonidas and a lot of the people out there from the from that 900 00:48:32,400 --> 00:48:34,960 Bitcoin ecosystem. So it was really healthy combo. 901 00:48:35,040 --> 00:48:37,120 As a matter of fact, obviously there's a few people that are 902 00:48:37,120 --> 00:48:38,880 really angry and that's fine. I just ignored it. 903 00:48:40,320 --> 00:48:42,800 A few people like, oh, poor dude bought the top. 904 00:48:43,160 --> 00:48:46,000 Little do they know is that I'm actually up on every single 905 00:48:46,000 --> 00:48:48,640 thing I've bought in ordinals. But Casey literally launched the 906 00:48:48,640 --> 00:48:51,600 ordinals protocol and came on our show after this in February 907 00:48:51,720 --> 00:48:53,720 last two years ago with Ovie, Mendo and I. 908 00:48:54,400 --> 00:48:57,360 So, so we, we, we were very early to ordinals. 909 00:48:57,360 --> 00:48:59,640 We're good. Remember that one time, Mendo, 910 00:48:59,640 --> 00:49:02,880 when Casey came on our show a second time, it was still you, 911 00:49:02,880 --> 00:49:05,480 me and Ovie and asked us if they should change the inscription 912 00:49:05,480 --> 00:49:07,720 numbers. And we took a vote together with 913 00:49:07,720 --> 00:49:11,320 him and voted no. He literally asked us, what do 914 00:49:11,320 --> 00:49:14,440 you guys think should we change this being a big drama? 915 00:49:14,720 --> 00:49:17,120 And we all voted no. So they didn't do anything. 916 00:49:17,800 --> 00:49:22,000 So that was that was epic. But anyways, I revised my 917 00:49:22,000 --> 00:49:24,640 statement. Obviously, you know, students 918 00:49:24,640 --> 00:49:26,480 have come at ordinals. I do think ordinals have strong 919 00:49:26,480 --> 00:49:29,240 communities and NFTS on every change to thrive, but ruins I I 920 00:49:29,240 --> 00:49:31,280 have to stand by my point set for dog. 921 00:49:31,280 --> 00:49:34,800 That's proven everybody wrong, but it's the only one you know, 922 00:49:34,800 --> 00:49:37,160 yesterday, Bongo, which I see your hand raised on stage now 923 00:49:37,160 --> 00:49:39,960 we'll go to you in a second. You know, Bongo, I don't see you 924 00:49:39,960 --> 00:49:42,680 sharing screenshots of the ordinals table when it's red, 925 00:49:44,120 --> 00:49:45,240 you know? Sorry. 926 00:49:45,240 --> 00:49:46,800 I don't know, Bongo. What do you think? 927 00:49:46,800 --> 00:49:49,160 I mean, yesterday I don't think you were very happy after seeing 928 00:49:49,160 --> 00:49:52,880 my tweet. No, actually, thank you for the 929 00:49:52,880 --> 00:49:55,840 CTO on Ruins. Please never stop. 930 00:49:55,840 --> 00:49:57,520 Keep it up. All every day. 931 00:49:57,520 --> 00:49:59,240 We need tweets coming from you, Barack. 932 00:49:59,280 --> 00:50:01,080 Don't stop. Please keep talking about it. 933 00:50:01,920 --> 00:50:04,280 I think I will. I I literally think I will. 934 00:50:04,280 --> 00:50:06,520 I will come and save pups. Someone has to. 935 00:50:06,920 --> 00:50:11,280 So, yeah, you know, I this is just, you know, Trump is playing 936 00:50:11,280 --> 00:50:15,040 40 chess. I'm playing 4D mahjong, you 937 00:50:15,040 --> 00:50:17,720 know, as, as ordinals are big in Asia, in ruins. 938 00:50:17,720 --> 00:50:19,920 So I'm, I'm just playing 4D mahjong and trying to save the 939 00:50:19,920 --> 00:50:21,360 ecosystem. But anyways, I thought that was 940 00:50:21,360 --> 00:50:23,400 fun and we had some good conversation. 941 00:50:23,400 --> 00:50:27,240 I'm, I'm holding my 16 puppets. I'm holding my, my, my, my, my 942 00:50:27,240 --> 00:50:31,520 pups, just in case we see a big spike in, in let's say Q3Q4 for 943 00:50:31,520 --> 00:50:33,680 that. Anyways, shall we give some 944 00:50:33,680 --> 00:50:35,280 money away? Let's do it. 945 00:50:36,600 --> 00:50:39,080 Let's give some money away. Let's give some money. 946 00:50:39,080 --> 00:50:41,800 Did did it work Sims? In the end, Let's hope perma 947 00:50:41,800 --> 00:50:43,240 pups. Yeah, I may have to change my 948 00:50:43,640 --> 00:50:45,680 pups like or something like that.