1 00:00:00,200 --> 00:00:07,800 Good morning, good morning GMGM. Welcome to another episode of 2 00:00:08,080 --> 00:00:14,040 Bubble Hour of Bubble Hour episode 197. 3 00:00:14,040 --> 00:00:16,239 We are so close to episode 200 folks. 4 00:00:16,480 --> 00:00:19,280 Today. The day is Tuesday, September 5 00:00:19,280 --> 00:00:23,200 10th. Point .4444 folks, it is a 6 00:00:23,240 --> 00:00:27,000 cooler but sunny morning here in Chicago today. 7 00:00:27,000 --> 00:00:30,960 We're in the 70s but heating up. We are going to get into the 80s 8 00:00:30,960 --> 00:00:33,560 here for the rest of this week. We like it. 9 00:00:34,240 --> 00:00:38,160 Is the crypto market heating up? Sure feels that way after a few 10 00:00:38,160 --> 00:00:41,720 days of sustained rallies. Now we've got the majors in the 11 00:00:41,720 --> 00:00:45,760 green, memes in the green, even NFTS are in the green folks, 12 00:00:45,760 --> 00:00:48,920 we're going to get into it on today's show. 13 00:00:49,280 --> 00:00:54,440 No for real, but but this is our last day without for a for a 14 00:00:54,440 --> 00:00:56,600 long time. He's travelling home from London 15 00:00:56,600 --> 00:01:00,360 and he will be back with us for the foreseeable future. 16 00:01:00,360 --> 00:01:03,240 We are excited for that. I'm sure Amanda will be stopping 17 00:01:03,240 --> 00:01:06,600 by here any minute. We've got Logan on with us, our 18 00:01:06,600 --> 00:01:08,480 editor in chief over at Lucky Trader. 19 00:01:08,480 --> 00:01:11,040 I don't know if anyone's been following this base closer than 20 00:01:11,040 --> 00:01:14,320 he has over the last three years. 21 00:01:14,320 --> 00:01:17,400 Logan, Jim, how you doing? Good morning, Tyler. 22 00:01:17,440 --> 00:01:20,000 Yeah, doing well. It's warming up here, got the 23 00:01:20,000 --> 00:01:23,280 windows open, the sunshine in and the markets feeling a little 24 00:01:23,280 --> 00:01:25,000 better. Can't really complain. 25 00:01:26,080 --> 00:01:29,320 Feeling good indeed. Well folks, we are going to get 26 00:01:29,320 --> 00:01:31,680 into it and more on today's show. 27 00:01:31,680 --> 00:01:33,240 So what are we talking about? We're going to start with the 28 00:01:33,240 --> 00:01:37,120 quick market report. Is Bitcoin finally just notch a 29 00:01:37,120 --> 00:01:41,480 new higher low? Memes in the green Nero, Feisty 30 00:01:41,480 --> 00:01:43,760 Nero. Back to $200 million market cap. 31 00:01:43,760 --> 00:01:46,960 We've got Machi's Meme live A16Z. 32 00:01:46,960 --> 00:01:50,560 They announced their new cohort of crypto startups for their 33 00:01:50,560 --> 00:01:54,520 accelerator Rug Radio. Myriad Marcus went live in 34 00:01:54,520 --> 00:01:57,200 private beta. Folks, we are excited about 35 00:01:57,200 --> 00:01:59,440 that. And then we've got Grill punks 36 00:01:59,440 --> 00:02:01,800 on the move. Doodles on the move and then 37 00:02:01,800 --> 00:02:05,320 we're going to spend some time on the US presidential debate. 38 00:02:05,320 --> 00:02:07,480 Polymarket has a major card lined up. 39 00:02:07,480 --> 00:02:09,800 We're going to go through a series of bets. 40 00:02:09,800 --> 00:02:12,880 That is the main event for today. 41 00:02:13,280 --> 00:02:15,720 Before we dive in, I want to give a quick shout out to our 42 00:02:15,720 --> 00:02:19,360 new partner, Galaxis. Galaxis is a no code Web 3 43 00:02:19,360 --> 00:02:22,400 platform that empowers creators and communities to become 44 00:02:22,400 --> 00:02:27,360 owners. Check out at Galaxis XYZ on X to 45 00:02:27,360 --> 00:02:31,840 learn more and we are very excited to have them on board. 46 00:02:32,680 --> 00:02:35,440 All right, with that, I think we can go ahead. 47 00:02:35,440 --> 00:02:37,760 Let's let's dive right in. I feel like we've got a lot to 48 00:02:37,760 --> 00:02:39,840 get into. I'm going to fire up the the 49 00:02:39,840 --> 00:02:44,640 screen share for those who are in the stream. 50 00:02:45,640 --> 00:02:48,600 So yeah, we're going to go live here with the the screen 51 00:02:49,280 --> 00:02:51,200 markets. I saw stocks this morning seem 52 00:02:51,200 --> 00:02:56,000 to be mixed fairly chopping into the debate tonight. 53 00:02:56,000 --> 00:02:58,360 I don't know, that's a huge surprise. 54 00:02:58,360 --> 00:03:02,240 Crypto majors seem to be falling a bit on the open. 55 00:03:02,240 --> 00:03:06,960 We had Bitcoin over 57 K this morning when I woke up. 56 00:03:06,960 --> 00:03:12,600 Looks like we're at 56 six now. We've got ETH at 2325, so it's 57 00:03:12,600 --> 00:03:17,040 up just a half a percent here. Solana at 1:34. 58 00:03:17,040 --> 00:03:23,280 So Solana is leading here at 134, up 3% on the day in the 59 00:03:23,280 --> 00:03:27,880 meme markets. So memes had a a solid day here. 60 00:03:27,880 --> 00:03:30,840 So it looks like we've come down a little bit up in the three to 61 00:03:30,840 --> 00:03:34,640 6% range. DOGE up 4%, Pepe at 3% with up 62 00:03:34,640 --> 00:03:38,360 6%. POPCAT holding strong here at 63 00:03:38,360 --> 00:03:42,720 590,000,000. MOGS started to show some signs 64 00:03:42,720 --> 00:03:47,840 of the life. Up 6% now at 330 million. 65 00:03:48,120 --> 00:03:49,680 Folks. Looks like we've got Mando in 66 00:03:49,680 --> 00:03:53,760 the stream with us. Hey guys, GM the the shirt is 67 00:03:53,760 --> 00:03:54,560 on. I see, how are you doing? 68 00:03:55,240 --> 00:03:56,600 The shot is on. The shot is on. 69 00:03:58,280 --> 00:04:00,280 Yeah, doing good, Doing good. I think the mark is still 70 00:04:00,280 --> 00:04:03,520 looking good. Seems like we sold off a little 71 00:04:03,520 --> 00:04:06,440 bit as stocks have opened. But yeah, I'm in a happy mood. 72 00:04:07,200 --> 00:04:11,640 Good, well, we like happy Mando. I I just started giving us a 73 00:04:11,640 --> 00:04:14,160 quick intro just went through some crypto prices. 74 00:04:14,160 --> 00:04:16,200 I don't know if anything jumps out to you from your market 75 00:04:16,200 --> 00:04:18,600 report what what you may have had on on your list. 76 00:04:18,959 --> 00:04:22,280 Big rocks here for today. Phantom has been on a bit of a 77 00:04:22,280 --> 00:04:25,680 move in L ones that and Siri have had a have had a pretty 78 00:04:25,680 --> 00:04:28,480 good little period here. We spoke about that yesterday. 79 00:04:28,480 --> 00:04:30,400 It's like maybe some of these L ones are outperforming. 80 00:04:31,080 --> 00:04:33,080 Yesterday it just felt like that Bitcoin dominance, which had 81 00:04:33,080 --> 00:04:35,480 drifted a little bit lower, just kind of came back and Bitcoins 82 00:04:35,760 --> 00:04:39,280 Bitcoin dominance is back at like that 58 level, 58% level, 83 00:04:39,280 --> 00:04:43,880 which has been a very key point of resistance in the past and 84 00:04:43,880 --> 00:04:45,200 actually support in the past as well. 85 00:04:45,200 --> 00:04:49,040 So yeah, we'll be interested to see kind of if it does 86 00:04:49,800 --> 00:04:52,880 breakthrough that and kind of goes up towards like 60% or 87 00:04:52,880 --> 00:04:55,000 more. I personally, I think most 88 00:04:55,000 --> 00:04:57,240 people in crypto are waiting to see what happens with the 89 00:04:57,240 --> 00:05:04,200 debates tonight and and then maybe maybe CPI, like CPI is 90 00:05:04,200 --> 00:05:06,920 going to come out tomorrow like that, that'll be relevant. 91 00:05:06,920 --> 00:05:09,480 But I, I don't think it'll be crazy. 92 00:05:11,760 --> 00:05:13,000 Yeah. I think the debates is going to 93 00:05:13,000 --> 00:05:14,840 be the big one. I, I'm not even too sure if 94 00:05:14,840 --> 00:05:18,280 they're going to mention crypto, if I'm honest, like, but let's 95 00:05:18,280 --> 00:05:19,480 see. But yeah, those odds are just 96 00:05:19,480 --> 00:05:21,160 getting stronger and stronger. It looks like. 97 00:05:22,000 --> 00:05:28,520 I, I, I'm surprised that yeah, that that we are up higher on 98 00:05:28,520 --> 00:05:30,280 the back of those with odds, if I'm honest. 99 00:05:31,800 --> 00:05:36,480 Yeah, I think Mando referencing Nate Silver's election model 100 00:05:36,480 --> 00:05:43,200 laws, he's got Trump up at 64% now 64 to 35 Harris versus 101 00:05:43,200 --> 00:05:46,440 Polymarket. I think is just is, is at 5346. 102 00:05:46,440 --> 00:05:48,000 So it's much closer on Polymarket. 103 00:05:48,000 --> 00:05:51,320 So perhaps, I mean, if, if you think this is the narrative, 104 00:05:51,320 --> 00:05:54,240 perhaps the market's more aligns to to the betting market than it 105 00:05:54,240 --> 00:05:58,120 is to Silver's. I will say Harris did get some 106 00:05:58,120 --> 00:06:01,960 positive polling data in yesterday evening that Nate even 107 00:06:01,960 --> 00:06:04,560 mentioned was not included in this last run of the model. 108 00:06:04,560 --> 00:06:07,080 So we'll see if she jumps back up. 109 00:06:07,080 --> 00:06:10,040 I I think she will jump back up a touch. 110 00:06:10,440 --> 00:06:13,960 But honestly, like, who cares about polls until tonight's 111 00:06:13,960 --> 00:06:15,680 debate? Like we need tonight's debate in 112 00:06:15,680 --> 00:06:18,600 the books. And then you know what, three to 113 00:06:18,600 --> 00:06:22,840 five days of solid polling to to think, really get a feel for for 114 00:06:22,840 --> 00:06:25,880 where we're at. Like, that's my read on it. 115 00:06:25,880 --> 00:06:27,640 So are you going to be staying up to watch this tonight? 116 00:06:28,000 --> 00:06:30,160 Fair enough. I will be. 117 00:06:31,360 --> 00:06:33,480 I will be staying up. Yeah, I will be staying up. 118 00:06:34,360 --> 00:06:38,160 Well, maybe, maybe I'll just watch it in the morning. 3:00 AM 119 00:06:38,280 --> 00:06:40,440 for you. Yeah, like maybe I'll just watch 120 00:06:40,440 --> 00:06:42,600 it in the morning. Don't think I can do three AMI 121 00:06:42,600 --> 00:06:47,240 used to used to watch these when I was like used to get up early 122 00:06:47,240 --> 00:06:49,400 when I was at work and stuff. Sometimes to watch some more I 123 00:06:49,400 --> 00:06:51,040 think at uni when I was watching them. 124 00:06:51,040 --> 00:06:53,320 But yeah, this maybe this one's maybe too late for me. 125 00:06:54,080 --> 00:06:56,640 Yeah, the the morning recap will probably be fine. 126 00:06:57,120 --> 00:06:58,920 Amanda, you were firing out some tweets yesterday. 127 00:06:58,920 --> 00:07:01,080 I want to get into a few of these. 128 00:07:01,120 --> 00:07:04,000 So so 1 you mentioned, did Bitcoin just put in his first 129 00:07:04,000 --> 00:07:08,800 higher low in six months means big if true. 130 00:07:09,840 --> 00:07:13,240 Look it I mean, this is on a daily, like there's a debate 131 00:07:13,240 --> 00:07:15,760 about what that happened because the last one, there's a Wick 132 00:07:15,760 --> 00:07:20,240 down on that day, which then bounced back in the same day. 133 00:07:21,120 --> 00:07:24,960 But on a four hour style channel candle then yeah, it does it 134 00:07:24,960 --> 00:07:28,640 like it has. And let's see, like there's a 135 00:07:28,640 --> 00:07:30,360 little bit a lot of false dawns around this. 136 00:07:30,680 --> 00:07:32,960 Like, I guess I'm talking about the first lower high of that big 137 00:07:32,960 --> 00:07:36,280 channel that we see going lower. There's been a couple other 138 00:07:36,280 --> 00:07:38,000 times where it looked like that was going to happen and then it 139 00:07:38,000 --> 00:07:40,040 hasn't. So it's kind of still remains to 140 00:07:40,040 --> 00:07:45,400 be seen if that's actually going to form to be a a high low. 141 00:07:45,720 --> 00:07:48,600 But that's that's a good sign in my opinion. 142 00:07:48,680 --> 00:07:52,920 You know, with the Rs, you know, sentiment was so low, RSI was at 143 00:07:52,920 --> 00:07:55,960 the lowest level in three years and then suddenly you hit this 144 00:07:57,400 --> 00:08:00,480 and you know, I think that we we're in for a positive next few 145 00:08:00,480 --> 00:08:02,960 months with in terms of liquidity and even like the 146 00:08:02,960 --> 00:08:06,640 political atmosphere around around Bitcoin. 147 00:08:06,640 --> 00:08:11,160 So I, I like that to see that in the chart again, it like Bitcoin 148 00:08:11,160 --> 00:08:13,520 dominance was the thing that kind of grew again yesterday. 149 00:08:14,080 --> 00:08:18,880 I some of the salami coins did well, some of the L ones have 150 00:08:18,880 --> 00:08:23,560 done OK, but it's I still think we need Bitcoin to kind of rally 151 00:08:23,960 --> 00:08:26,600 get us out of this. Like I don't see that many new 152 00:08:26,600 --> 00:08:28,240 wallets coming in to buy altcoins right now. 153 00:08:28,240 --> 00:08:31,600 I think we need, we need Bitcoin above 70 K again. 154 00:08:31,600 --> 00:08:35,480 I think for, for like FOMO people to come back in and, and 155 00:08:35,480 --> 00:08:39,480 and buy coins. You know, Coinbase is at like 156 00:08:39,480 --> 00:08:44,720 500 on the App Store again. I think crypto global search is 157 00:08:44,720 --> 00:08:47,760 at is at Lowe's basically from when we were at the Lowe's last 158 00:08:47,760 --> 00:08:50,760 year. So people aren't paying 159 00:08:50,760 --> 00:08:52,840 attention to crypto again and I don't think that happens when 160 00:08:52,840 --> 00:08:57,040 Bitcoin goes from 55K to 60 Ki. Think that happens when Bitcoin 161 00:08:57,040 --> 00:09:01,080 hits a new all time high. Yeah, that that read makes sense 162 00:09:01,080 --> 00:09:03,480 to me. It is somewhat notable. 163 00:09:03,480 --> 00:09:05,040 They look at the fear and greed index. 164 00:09:05,320 --> 00:09:07,160 It is up somewhat sharply off the bottom. 165 00:09:07,160 --> 00:09:08,920 So we were we were down in the 30s. 166 00:09:09,360 --> 00:09:13,160 Yeah, neutral. Yeah, just a few weeks ago back 167 00:09:13,240 --> 00:09:18,240 to we're already back to 47. Folks are the, the we, we get, 168 00:09:18,720 --> 00:09:21,920 we get 3% pumps on Solana and folks are already firing back in 169 00:09:21,920 --> 00:09:25,800 the the meme trenches. You mentioned that a little bit. 170 00:09:27,760 --> 00:09:30,280 Maybe we just take a quick look at the, the meme board. 171 00:09:30,280 --> 00:09:35,320 So it, it, it has sold off a bit more up in like the five to 15% 172 00:09:35,320 --> 00:09:38,000 range. When I pulled up the the the 173 00:09:38,000 --> 00:09:40,880 charts yesterday, there was quite a few up like in the 20 to 174 00:09:40,880 --> 00:09:43,840 40% range. So we saw a pretty strong bounce 175 00:09:43,840 --> 00:09:47,320 in the afternoon. Some of your, you know, more 176 00:09:47,320 --> 00:09:50,640 notable from this past kind of cycle of memes. 177 00:09:50,640 --> 00:09:54,120 Billy catching some love. What we got here. 178 00:09:54,880 --> 00:10:01,040 Get in Mother fog, fog up at 76 here. 179 00:10:01,040 --> 00:10:03,120 So we see. Yeah. 180 00:10:03,960 --> 00:10:06,240 Did you see the Bonk news this morning, Tyler? 181 00:10:06,520 --> 00:10:08,560 Oh, I did before, so you might not have seen it. 182 00:10:08,840 --> 00:10:13,400 Bonk was announced as a premium partner for Dortmund the in the 183 00:10:13,400 --> 00:10:15,440 Bundesliga. Wow. 184 00:10:16,600 --> 00:10:19,320 Yeah, no joke. Yeah, I pushed that just before 185 00:10:19,320 --> 00:10:22,520 the show. I mean it doesn't mean anything, 186 00:10:22,520 --> 00:10:25,720 but just funny to see in terms of meme coin news. 187 00:10:25,720 --> 00:10:27,560 You don't normally get that type of meme coin news. 188 00:10:29,000 --> 00:10:30,920 Bonk yeah, they they keep doing things. 189 00:10:31,040 --> 00:10:33,680 That is a fact. They're holding up OK. 190 00:10:33,680 --> 00:10:37,440 I'm not sure we saw the market move too much on that one, but 191 00:10:37,600 --> 00:10:41,280 we got I got to pull up this Nero chart thought it was over 192 00:10:41,280 --> 00:10:43,480 this. This is the one that's making me 193 00:10:43,480 --> 00:10:45,480 kick kick myself harder than anything. 194 00:10:45,480 --> 00:10:49,040 Nero back at 190 million. It hit 200 million briefly. 195 00:10:49,200 --> 00:10:50,960 So I don't know exactly what's happening. 196 00:10:50,960 --> 00:10:54,200 If it's the cabal pumping this, that's what that's what I've 197 00:10:54,200 --> 00:10:58,800 seen on the in Twitter comments, but man, this one's almost fully 198 00:10:58,800 --> 00:11:02,320 back to to where it was. So that one's a wild chop. 199 00:11:02,720 --> 00:11:05,880 Like, look at that chart. Imagine the pain of people who 200 00:11:05,880 --> 00:11:09,160 have traded that chart. Yes, I it's easy for me to 201 00:11:09,200 --> 00:11:10,600 imagine because I am one of them. 202 00:11:10,960 --> 00:11:16,840 It's a full N up to 300 million, down basically to zero and then 203 00:11:16,840 --> 00:11:21,000 straight back up to 200 million. That is a good luck. 204 00:11:21,280 --> 00:11:24,800 Good luck trading that one. Good luck. 205 00:11:24,800 --> 00:11:28,720 Indeed, I needed more luck than than I had on that one. 206 00:11:28,840 --> 00:11:30,760 That is, I. Don't think many people have 207 00:11:30,760 --> 00:11:32,840 made money trading now K Wells have probably made money. 208 00:11:32,840 --> 00:11:34,160 The team has probably made some money. 209 00:11:35,640 --> 00:11:38,600 Look at that like you barely had no time to get in, but like 210 00:11:38,600 --> 00:11:40,000 that, that was a daily chart, right? 211 00:11:40,000 --> 00:11:42,400 So you had four days before it hit 200 million? 212 00:11:42,920 --> 00:11:46,120 Straight up, then straight down. There was very little time to 213 00:11:46,120 --> 00:11:51,000 even like, get straight down. Back to 100 straight up to in 214 00:11:51,000 --> 00:11:55,800 two days, basically up to 300 and then full N, of which 215 00:11:55,960 --> 00:11:57,920 everyone was buying. Hopefully it will go to a 216 00:11:57,920 --> 00:12:02,560 billion and got wrecked down to 25 fucking million. 217 00:12:03,360 --> 00:12:06,280 Like what the hell was going on there? 218 00:12:06,520 --> 00:12:08,640 And then they get a Binance listing out of nowhere and you 219 00:12:08,640 --> 00:12:10,640 just get God candle after God candle. 220 00:12:10,640 --> 00:12:14,840 Like as a yeah, good luck. I don't know where that goes 221 00:12:14,840 --> 00:12:16,120 next. You know what I mean? 222 00:12:16,240 --> 00:12:19,240 Maybe it's another end. I think another end would 223 00:12:19,240 --> 00:12:22,560 probably be my my, my top prediction on on what happens 224 00:12:22,680 --> 00:12:24,840 next. But I'm done trying to guess 225 00:12:24,840 --> 00:12:26,840 what's going to happen on Nero on ETH. 226 00:12:26,840 --> 00:12:28,360 I will be watching from the sidelines. 227 00:12:28,360 --> 00:12:30,840 We'll see if Wiz of Soho can fund this next meek and those 228 00:12:30,840 --> 00:12:34,360 trip on the back of this price action. 229 00:12:35,160 --> 00:12:40,120 We saw Machi's token go live. I mean, I don't know if 230 00:12:40,120 --> 00:12:42,880 disappointing's the right word. Perhaps boring. 231 00:12:43,440 --> 00:12:47,760 It's just a better word. So it, it was a $5,000,000 pre 232 00:12:47,760 --> 00:12:50,920 sale. It it hit, it got up to like 10 233 00:12:50,920 --> 00:12:54,480 million. So it was a nice 2X for anyone 234 00:12:54,480 --> 00:12:56,480 who was in the pre sale. So in this market we're not 235 00:12:56,480 --> 00:12:59,560 complaining about two X. It was a nice 2X for anyone who 236 00:12:59,560 --> 00:13:02,080 traded it. It's it's hanging out at 8.8 237 00:13:02,080 --> 00:13:05,680 million right now. I'm trying to see if like this 238 00:13:05,680 --> 00:13:08,520 is baseline markets. I'm seeing if I can find the how 239 00:13:08,560 --> 00:13:11,600 much liquidity is in this. Perhaps I'll have to find 240 00:13:11,600 --> 00:13:13,560 another page. I think it's got something like 241 00:13:13,560 --> 00:13:17,520 3 or $4 million in liquidity. So liquidity is pretty thick on 242 00:13:17,520 --> 00:13:20,000 this. I think that's a feature of of 243 00:13:20,400 --> 00:13:23,440 baseline markets. Logan, any reactions to this one 244 00:13:23,440 --> 00:13:27,120 here from day one, Machi? No, I think boring is a really 245 00:13:27,120 --> 00:13:30,080 accurate way to describe it. You know, some of these things 246 00:13:30,080 --> 00:13:33,680 with that kind of built in floor, they just stay anchored 247 00:13:33,680 --> 00:13:37,040 to the floor, you know, like the the upside feels just so limited 248 00:13:37,040 --> 00:13:40,720 because that floor exists. So you know, while you're not 249 00:13:40,720 --> 00:13:43,480 losing, you know, you're, you're just really limited. 250 00:13:43,480 --> 00:13:46,680 We saw that with a couple of the NF TS that took off on blast, 251 00:13:46,680 --> 00:13:48,520 you know, via the blaster protocol. 252 00:13:48,520 --> 00:13:51,680 Some of those like unruggable NFT type things, same thing. 253 00:13:51,680 --> 00:13:53,920 You kind of Max out of like 2 to 3X. 254 00:13:53,920 --> 00:13:57,240 This is the maybe the biggest experiment in that way. 255 00:13:57,600 --> 00:14:00,360 But we're we're kind of seeing the the same thing. 256 00:14:00,360 --> 00:14:02,360 And it's the thing, it's going to be just like really hard to 257 00:14:02,360 --> 00:14:06,480 maintain any sort of momentum when you can't break out above 258 00:14:07,080 --> 00:14:09,320 2X or, you know, whatever that multiplier is. 259 00:14:10,120 --> 00:14:12,600 Yeah, it's unclear like why, why are you coming in to buy it here 260 00:14:12,760 --> 00:14:16,680 Like it was nice for the pre sale that 9 million, you do have 261 00:14:16,680 --> 00:14:18,960 some downside, right, I mean you do have about 50%. 262 00:14:19,440 --> 00:14:24,880 Now you do Premier for sure. So it's less of a safe play, but 263 00:14:25,320 --> 00:14:29,040 we will we will see if if Machi has any tricks up his sleeve. 264 00:14:29,040 --> 00:14:30,840 I guess I would have expected a little bit more in terms of 265 00:14:30,840 --> 00:14:35,360 fireworks on day one, especially just given you know how much he 266 00:14:35,360 --> 00:14:38,760 he's pumped into some other. Give it time man, this is the 267 00:14:38,760 --> 00:14:41,360 new D5 primitive. Indeed. 268 00:14:41,920 --> 00:14:47,040 Then Susie will come back to to comment on this one again, like 269 00:14:47,040 --> 00:14:49,560 the other tweet of yours may know that I wanted to just 270 00:14:49,760 --> 00:14:54,480 briefly pull up, man, this was this is an intense headline and 271 00:14:54,480 --> 00:14:57,840 I feel like we knew there was a lot of SEC crypto actions, but I 272 00:14:57,840 --> 00:15:01,880 guess I didn't have the picture of this to how much these things 273 00:15:01,880 --> 00:15:05,360 tallied. So the SEC is paid $4.68 billion 274 00:15:06,000 --> 00:15:10,240 from crypto firms this year, just a, a shocking amount. 275 00:15:11,160 --> 00:15:15,680 And I think if you, I, I think it just, it, it pays the picture 276 00:15:15,680 --> 00:15:18,080 of why they're, they're doing this to, to such a degree, 277 00:15:18,080 --> 00:15:21,000 right? These, these guys, they have to 278 00:15:21,000 --> 00:15:24,120 justify their existence in this, you know, in this government 279 00:15:24,120 --> 00:15:27,240 body. And they've, they've been given 280 00:15:27,240 --> 00:15:30,360 kind of free reign to, to go after and now they're able to go 281 00:15:30,360 --> 00:15:32,320 collect these fines. It's a massive amount. 282 00:15:32,320 --> 00:15:35,520 I'm curious if you had any reads the reactions to this one, 283 00:15:35,520 --> 00:15:36,840 Amanda? Yeah. 284 00:15:36,840 --> 00:15:42,200 Look, I think it's I think it's a big deal and it just, it maybe 285 00:15:42,200 --> 00:15:47,160 paints it into a, a stronger, stronger light. 286 00:15:47,160 --> 00:15:49,720 Like what's going on like this is that amount that they're 287 00:15:49,720 --> 00:15:52,920 taking from crypto firms is like more than the SEC basically made 288 00:15:52,920 --> 00:15:57,400 last year in 2020-2021. I think they made more in 2022, 289 00:15:57,400 --> 00:16:02,680 but like this is a, this is an organization that that gets 290 00:16:02,680 --> 00:16:05,000 fees, right. And like the other thing about 291 00:16:05,000 --> 00:16:11,120 this, where do these fees go? Like they, the majority of these 292 00:16:11,120 --> 00:16:14,440 fees from this year was levelled against Terraform. 293 00:16:15,400 --> 00:16:17,080 Terraform. Sorry, Terraform Labs, that the 294 00:16:17,240 --> 00:16:22,000 firm behind Terra, right, Luna, of which you know, 20 to 40 295 00:16:22,000 --> 00:16:24,840 billion was lost, depending on how you count it. 296 00:16:25,960 --> 00:16:27,640 Was any of that given back to those people? 297 00:16:28,600 --> 00:16:30,560 No. They just keep it. 298 00:16:31,520 --> 00:16:34,120 So it's kind of this wild situation where they like they 299 00:16:34,120 --> 00:16:39,000 come in and they find the rugs often the estates of the rugs 300 00:16:39,000 --> 00:16:42,240 even, right? Like they actually have a fine 301 00:16:42,240 --> 00:16:44,640 against FTX too. But like it's it's just like a 302 00:16:44,640 --> 00:16:48,400 really weird scenario to me. And if I'm sitting there, the 303 00:16:48,400 --> 00:16:52,200 SEC like I'm probably thinking, you know, how, how are we making 304 00:16:52,200 --> 00:16:54,880 money this year? How are we making money this 305 00:16:54,880 --> 00:16:57,640 year? And it's it's very, very clear 306 00:16:57,640 --> 00:17:01,600 that they think that unlike the banks, you know, the banks is 307 00:17:01,600 --> 00:17:06,440 also another, another main thing that the SEC finds that banks 308 00:17:06,440 --> 00:17:10,040 have huge legal departments, right, that can hopefully fight 309 00:17:10,040 --> 00:17:13,400 these sort of. And they've been, you know, pick 310 00:17:13,400 --> 00:17:16,400 any bank you've ever heard of and they've probably been done 311 00:17:16,400 --> 00:17:18,119 for money laundering down the line or miss selling of 312 00:17:18,119 --> 00:17:22,119 securities or poor information holding or like, it's, it's 313 00:17:22,119 --> 00:17:25,240 crazy that those funds swap, but they've just they clearly see 314 00:17:25,280 --> 00:17:27,800 crypto now as this new cash cow for them. 315 00:17:28,720 --> 00:17:32,440 A lot of probably people they can threaten with going to jail 316 00:17:32,520 --> 00:17:36,840 or that you've broken all these sort of rules and they're having 317 00:17:36,840 --> 00:17:39,680 a lot of easy wins, you know, a lot of easy wins. 318 00:17:40,600 --> 00:17:43,000 And it also puts just puts that into perspective, you know, 319 00:17:43,000 --> 00:17:45,000 like, why are they so anti crypto? 320 00:17:45,000 --> 00:17:50,360 Well, they can be anti crypto. No one really cares and they can 321 00:17:50,360 --> 00:17:54,760 make a ton of money doing it. And I think, I think hopefully 322 00:17:54,760 --> 00:17:57,960 that that just puts it into a bit more light, right? 323 00:17:57,960 --> 00:17:59,240 Like they haven't protected anyone. 324 00:17:59,440 --> 00:18:02,840 Firstly, none of those fines are going back to anyone who, who 325 00:18:02,840 --> 00:18:05,960 was involved in any of those things that they find 326 00:18:06,120 --> 00:18:09,400 particularly terror. And thirdly, like their 327 00:18:09,400 --> 00:18:11,000 incentives are just completely off here. 328 00:18:11,320 --> 00:18:14,840 Like this is now their new, new Cash Cash cow. 329 00:18:16,080 --> 00:18:17,960 It's, I think this is going to continue. 330 00:18:18,200 --> 00:18:21,000 Like they were hoping, just to be clear, they were hoping to 331 00:18:21,000 --> 00:18:22,520 get billions of dollars from Ripple. 332 00:18:22,600 --> 00:18:25,400 This could have been like a $10 billion and they're still hoping 333 00:18:25,400 --> 00:18:29,000 to get billions of dollars from finance who they haven't settled 334 00:18:29,000 --> 00:18:32,480 with yet. Remember, only the DOJ has 335 00:18:32,880 --> 00:18:34,360 Coinbase. They're hoping to get from 336 00:18:34,360 --> 00:18:39,280 Kraken like this is going to be like nearly 100% of the SE CS 337 00:18:39,280 --> 00:18:43,080 revenue. It's, it's clearly a cash cow. 338 00:18:43,080 --> 00:18:46,280 I guess the, and I mean it's an eye opening number. 339 00:18:46,760 --> 00:18:48,160 Clearly it's negative. I agree. 340 00:18:48,160 --> 00:18:51,880 The, the funds are not going back to the impact of consumers, 341 00:18:51,880 --> 00:18:54,160 you know, which is what the SEC is set up to protect. 342 00:18:55,200 --> 00:18:58,800 Perhaps the silver lining in this is I don't think they're 343 00:18:58,800 --> 00:19:00,360 going to kill the their cash cow. 344 00:19:01,320 --> 00:19:04,440 So I, I think there is a likelihood that that crypto does 345 00:19:04,440 --> 00:19:06,960 stay alive. It's just going to be regulated 346 00:19:06,960 --> 00:19:10,720 and fined and, and perhaps, you know, perhaps it, it will run, 347 00:19:10,720 --> 00:19:14,600 you know, some smaller players out the door, but I don't know 348 00:19:14,600 --> 00:19:16,760 that they're going to. That's the other way some 349 00:19:16,760 --> 00:19:19,480 people, one person in my DMS is like, oh, this is really bullish 350 00:19:19,480 --> 00:19:22,360 because you know that will that'll mean they'll keep it 351 00:19:22,360 --> 00:19:24,080 alive. Like maybe, but they wanted to 352 00:19:24,080 --> 00:19:27,320 keep it alive but also keep it without any regulation. 353 00:19:27,520 --> 00:19:31,240 So they want to keep it in this Gray zone so that they can keep 354 00:19:31,240 --> 00:19:35,800 on just, oh, we need some money, you know, we need some money. 355 00:19:36,000 --> 00:19:37,640 Let's let's let's go off the crypto again. 356 00:19:38,360 --> 00:19:41,400 What I will say is Leah perhaps last on this because this is 357 00:19:41,400 --> 00:19:44,720 what my prior career was before I went full time went through, I 358 00:19:44,720 --> 00:19:47,880 was doing anti money laundering and compliance consulting for, 359 00:19:47,880 --> 00:19:51,280 for banks in the in the US. And I think there is some 360 00:19:51,280 --> 00:19:53,760 advantages to like when you get these consent orders and some of 361 00:19:53,760 --> 00:19:57,040 these recent consent orders, the SEC is levered against some of 362 00:19:57,040 --> 00:20:00,320 the more crypto friendly banks in these consent orders. 363 00:20:00,320 --> 00:20:02,880 They give them terms that they have to comply with. 364 00:20:03,040 --> 00:20:06,280 And then the, the way it works is you, you go back a lot of 365 00:20:06,280 --> 00:20:08,640 times they'll hire consultants to come in and build out these 366 00:20:08,640 --> 00:20:10,360 programs. And then you, you present the 367 00:20:10,360 --> 00:20:13,840 programs back to the SEC. And while they don't always give 368 00:20:13,840 --> 00:20:17,440 you like a, a fully like a thumbs up, they will basically 369 00:20:17,480 --> 00:20:20,320 like stop, you know, they'll stop fighting you, they'll stop 370 00:20:20,320 --> 00:20:22,960 coming after you if your program is compliant. 371 00:20:23,720 --> 00:20:26,680 What that means is you you start to have the playbook for how to 372 00:20:26,680 --> 00:20:31,080 operate, you know, in this heavily SEC regulated field. 373 00:20:31,160 --> 00:20:35,400 So a a potential silver line coming out of this, but man, it 374 00:20:35,400 --> 00:20:39,640 it was an eye popping headline. That much is for sure. 375 00:20:40,520 --> 00:20:46,560 And perhaps lighter news. I want to pull up the where was 376 00:20:46,560 --> 00:20:49,520 it? OK, so so A16Z, they did 377 00:20:49,520 --> 00:20:54,920 announce their fall 2024 cohort for their new crypto startup 378 00:20:55,000 --> 00:20:58,960 accelerator. Let's see 21 startup selected to 379 00:20:58,960 --> 00:21:02,440 join coming from 11 different countries. 380 00:21:03,240 --> 00:21:04,800 I scanned to the list. I'm not going to read through 381 00:21:04,800 --> 00:21:07,960 the whole list here folks. Go go check out the tweet from 382 00:21:07,960 --> 00:21:11,160 Jason Rosenthal if you want to dive in deeper. 383 00:21:11,160 --> 00:21:13,880 Logan, not sure if you had a chance to, to look at this. 384 00:21:13,880 --> 00:21:16,040 I, I skimmed it. It looks like a lot of 385 00:21:16,040 --> 00:21:20,120 infrastructure, a decent amount of AI, not a whole lot of what 386 00:21:20,120 --> 00:21:24,160 I'd call like true consumer apps on this list. 387 00:21:24,360 --> 00:21:25,600 Curious if you had any reactions. 388 00:21:25,600 --> 00:21:27,800 Yeah, yeah. So I didn't dig into many of 389 00:21:27,800 --> 00:21:30,200 them individually. A couple that I was curious 390 00:21:30,200 --> 00:21:32,640 about that I started to just didn't get very far. 391 00:21:33,200 --> 00:21:36,960 But the, the thing that stuck out to me was the, it's not a 392 00:21:37,080 --> 00:21:40,280 overwhelming amount of mentions regarding AI agents, but there's 393 00:21:40,280 --> 00:21:43,440 a few there, right? And we, we remember we were just 394 00:21:43,440 --> 00:21:47,640 talking about the AI agent article with Coinbase, right? 395 00:21:47,640 --> 00:21:51,400 Those transactions starting to take place on base, you know, 396 00:21:51,640 --> 00:21:54,520 parallel others in the in this ecosystem have been talking 397 00:21:54,520 --> 00:21:58,480 about the use of AI agents. And I don't think I've really 398 00:21:58,480 --> 00:22:00,920 wrapped my head around exactly what that means, but you're 399 00:22:00,920 --> 00:22:03,720 starting to see these actual, you know, these big companies or 400 00:22:03,720 --> 00:22:06,920 maybe not big companies yet, but these companies start to lean 401 00:22:06,920 --> 00:22:10,360 into it and the notable investors are obviously paying 402 00:22:10,360 --> 00:22:12,200 attention. So that's something that I'm 403 00:22:12,200 --> 00:22:14,640 just, you know, kind of fascinated about. 404 00:22:15,160 --> 00:22:18,800 I don't exactly know what it means just yet and how, you 405 00:22:18,800 --> 00:22:22,520 know, it evolves moving forward, but I was curious to see that 406 00:22:22,520 --> 00:22:24,520 listed there. There's a couple consumer 407 00:22:24,520 --> 00:22:25,600 things. You know, there's like the dot 408 00:22:25,600 --> 00:22:28,400 dot fun one, which I thought was interesting. 409 00:22:28,880 --> 00:22:31,160 User created pics are going to need pieces. 410 00:22:31,760 --> 00:22:33,440 That's kind of interesting. I don't, I don't know how it 411 00:22:33,440 --> 00:22:35,680 manifests itself, of course, like I don't know the technical 412 00:22:35,680 --> 00:22:39,240 details regarding the block chains or whatever, but that's 413 00:22:39,240 --> 00:22:42,040 that was interesting to me. And there's also one that not to 414 00:22:42,040 --> 00:22:44,920 make fun of the word primitive, but I'm missing the word. 415 00:22:45,000 --> 00:22:49,320 I'm missing it here somewhere. There was a another consumer 416 00:22:49,320 --> 00:22:50,800 one. Yeah, there you go, future 417 00:22:50,800 --> 00:22:53,520 primitive creating a new home for Internet photo pals. 418 00:22:53,720 --> 00:22:56,320 I was struggling to understand exactly what it is, but that was 419 00:22:56,320 --> 00:22:59,800 one that stuck out to me as a another potential consumer one 420 00:23:00,160 --> 00:23:04,680 as well, which of course I was looking for as a, you know, non 421 00:23:04,680 --> 00:23:06,920 developer trying to find something that I, I could 422 00:23:06,920 --> 00:23:08,880 potentially, you know, mess around with to start. 423 00:23:09,480 --> 00:23:10,680 Yeah, it's funny you missed that one. 424 00:23:10,680 --> 00:23:13,480 That one actually jumped out to me, stood out to me as well. 425 00:23:15,120 --> 00:23:18,600 We need places to to share our our photos with, with our pals, 426 00:23:18,800 --> 00:23:20,840 right. And if you're not an Instagram 427 00:23:20,840 --> 00:23:25,760 user or you know, or Facebook, you know, perhaps we could find 428 00:23:25,760 --> 00:23:29,560 a new on chain way to do that. But folks, we've, we've got some 429 00:23:29,560 --> 00:23:33,640 we've got another start up very exciting close to home. 430 00:23:33,640 --> 00:23:38,120 We got some major news out of the rug radio and decrypt team 431 00:23:38,160 --> 00:23:44,880 yesterday, the launch of myriad myriad markets now in private 432 00:23:44,880 --> 00:23:49,880 beta, huge blockbuster news. I I want to spend more time 433 00:23:49,880 --> 00:23:52,320 going deep on it when Faroque is back. 434 00:23:52,320 --> 00:23:54,040 So we we'll do a lighter discussion here today. 435 00:23:54,040 --> 00:23:58,080 I think Sims, we might have a video to play for those who are 436 00:23:58,080 --> 00:24:42,040 in the stream. Just stake the news, make the 437 00:24:42,040 --> 00:24:43,640 news. Pretty slick video. 438 00:24:43,640 --> 00:24:45,920 Logan, I think you played around this. 439 00:24:45,920 --> 00:24:49,560 Any 2 early reactions here? Yeah, if you may have caught it, 440 00:24:49,560 --> 00:24:52,760 if you're you're watching the stream, you know, there's that 441 00:24:52,760 --> 00:24:56,320 quick clip of the decrypt YouTube and the sort of the 442 00:24:56,320 --> 00:24:58,680 prediction mark of the injection right below. 443 00:24:58,680 --> 00:25:01,440 That was just super, super cool to me. 444 00:25:02,160 --> 00:25:04,920 You know, the ability to kind of consume content like if we were 445 00:25:04,920 --> 00:25:08,320 talking about the price of something or an event taking 446 00:25:08,320 --> 00:25:13,840 place and immediately, you know, make a wager in one way or the 447 00:25:13,840 --> 00:25:15,760 other that that was really, really cool to see. 448 00:25:15,760 --> 00:25:20,040 So I'm excited to see everything that that comes out and, and 449 00:25:20,040 --> 00:25:22,600 transpires with, with Myriad. It'll be fun to mess around 450 00:25:22,600 --> 00:25:24,960 with. It's exciting, I've used it, 451 00:25:24,960 --> 00:25:27,560 it's very slick, it's lightning fast. 452 00:25:28,760 --> 00:25:32,200 So you you make these bets and they they go through in in 453 00:25:32,200 --> 00:25:37,160 seconds or or partial seconds. So I'm looking forward to this 454 00:25:37,160 --> 00:25:38,680 one quite a bit. Folks. 455 00:25:38,680 --> 00:25:41,800 If you are interested, one quick call to action, you can go to 456 00:25:41,800 --> 00:25:45,640 the site myriad dot markets and sign up for the wait list if you 457 00:25:45,640 --> 00:25:48,640 are not already. So go and do that. 458 00:25:48,640 --> 00:25:51,400 Much more coverage to come on the show. 459 00:25:51,880 --> 00:25:54,320 I want to get into prediction markets and talk to debate, but 460 00:25:54,320 --> 00:25:57,720 we'll perhaps save that for our final segment before we get 461 00:25:57,720 --> 00:25:59,760 there, perhaps a bit of NFT news. 462 00:25:59,760 --> 00:26:07,000 Punks grail punks are hot. We continue to see major sales 463 00:26:07,200 --> 00:26:12,880 on rare punks. So 3 in the last day we saw that 464 00:26:12,880 --> 00:26:17,040 the hoodie 3D smoking punk move for 300 ET. 465 00:26:17,040 --> 00:26:19,040 That's Deez's twin punk. A lot of folks thought it was 466 00:26:19,040 --> 00:26:19,880 Deez's. It's not. 467 00:26:19,880 --> 00:26:25,680 Deez's has the pipe but it sold for 300 ETH 686,000 and then an 468 00:26:25,680 --> 00:26:31,440 hour later punks OTC he flipped the hoodie zombie for a tiny 75 469 00:26:31,440 --> 00:26:36,680 E profit in what a day and 1/2 that one sold for 500 and 58th 470 00:26:36,680 --> 00:26:42,560 And then this morning beanie punk sells for 119 or 280,000. 471 00:26:43,480 --> 00:26:47,040 We saw another mid tier that this nice beard sold for 53. 472 00:26:48,160 --> 00:26:53,080 It's a nice stretch. The the 308th on the the 3D 473 00:26:53,080 --> 00:26:56,160 hoodie really had me me thinking Logie, I'm curious for this and 474 00:26:56,160 --> 00:26:58,200 I asked this to to a few different friends. 475 00:26:58,680 --> 00:27:00,600 I talked to Peter Jennings about this because Peter has has a 476 00:27:00,600 --> 00:27:05,360 nice 3D hoodie as well. What side do you like? 477 00:27:06,440 --> 00:27:09,000 Are you taking the 300 ETH or are you taking the 3D? 478 00:27:09,520 --> 00:27:15,680 The 3D hoodie grill? I mean, it's tough to turn down 479 00:27:15,680 --> 00:27:19,880 300 ETH that particular one. I just the cigarettes don't you 480 00:27:19,880 --> 00:27:22,080 know, like they don't, they don't jive with me too much. 481 00:27:22,080 --> 00:27:24,040 So when you're asking me personally, I think I'm thick of 482 00:27:24,040 --> 00:27:29,880 the 300 ETH over the cigarette punk, you know, strip that out 483 00:27:29,880 --> 00:27:32,400 and maybe I'm maybe I'm reconsidering, but it's it's 484 00:27:32,400 --> 00:27:34,320 really difficult for me to get past that. 485 00:27:34,360 --> 00:27:38,600 I don't know why too much. I don't know. 486 00:27:38,720 --> 00:27:41,760 I I feel like what one of the grail sales, they immediately 487 00:27:41,760 --> 00:27:44,480 flipped like 98th of the profit into floors. 488 00:27:44,880 --> 00:27:46,640 I think that would be my my play here. 489 00:27:46,640 --> 00:27:50,480 Like if I had, you know, if I had this, I would be, you know, 490 00:27:50,480 --> 00:27:54,800 cashing in to a certain degree, reinvesting via the floor, 491 00:27:54,800 --> 00:27:58,600 feeling OK about having and maintaining crypto punk exposure 492 00:27:59,280 --> 00:28:02,360 whilst, you know, still locking in some significant gains. 493 00:28:02,360 --> 00:28:04,120 That that's that's probably the way I'd play it. 494 00:28:04,280 --> 00:28:07,040 As a small aside, Tyler, sorry to it's not a Segway too much, 495 00:28:07,040 --> 00:28:10,840 but I saw punks OTC tweeted this morning that he has AUS buyer 496 00:28:10,840 --> 00:28:14,920 looking to buy another grail via wire transfer. 497 00:28:15,520 --> 00:28:20,080 So yeah, it just interesting. I'm not sure we can read too 498 00:28:20,080 --> 00:28:22,520 much into that. It's just one, I believe one 499 00:28:22,520 --> 00:28:25,600 person based on the tweet, but that's your kind of like, hey, 500 00:28:25,600 --> 00:28:28,920 maybe you have some people outside our bubble, you know, 501 00:28:29,200 --> 00:28:33,600 recognizing that these are a thing which we need, right? 502 00:28:33,600 --> 00:28:38,040 We need that narrative to re establish itself in order for 503 00:28:38,040 --> 00:28:40,440 punks and probably all NF TS to go back up. 504 00:28:40,440 --> 00:28:42,480 You need people outside of our little bubble to think that 505 00:28:42,480 --> 00:28:44,120 they're really cool status type things. 506 00:28:44,520 --> 00:28:47,040 That's also a feather in the cap of those who say punks are 507 00:28:47,040 --> 00:28:50,920 priced in USD and and not in in E terms. 508 00:28:50,920 --> 00:28:52,240 You know. Looking for someone looking to 509 00:28:52,240 --> 00:28:54,080 wire mando. Curious for your thoughts which 510 00:28:54,080 --> 00:28:57,520 which side would you take? You taking the 300 ETH or the 511 00:28:57,720 --> 00:29:01,160 the grill 3D hoodie? It's not that I don't think that 512 00:29:01,200 --> 00:29:05,000 that that it was a good buy, but I feel as though mid tier punks, 513 00:29:05,840 --> 00:29:09,400 they only trade maybe a few times a year, You know, like 514 00:29:09,440 --> 00:29:11,720 when there's let that like foamer for them, there's 515 00:29:11,720 --> 00:29:14,880 liquidity to sell them. I mean, I don't know how many 516 00:29:15,000 --> 00:29:18,000 hoodie punk sales there were last year, but I don't think it 517 00:29:18,000 --> 00:29:21,560 was like a ton. Personally, if I was sitting 518 00:29:21,560 --> 00:29:25,080 there with 300 eve locked up in a hoodie punk and I had the 519 00:29:25,080 --> 00:29:27,160 opportunity to sell it, I'd sell it. 520 00:29:27,680 --> 00:29:34,120 And that's more just because I think that you you should 521 00:29:34,120 --> 00:29:35,480 probably take the liquidity there. 522 00:29:36,880 --> 00:29:41,280 ETH is a relatively like you could hold an ETH just as an ETH 523 00:29:41,280 --> 00:29:43,360 trade, right? Like if ETH goes up or bounces 524 00:29:43,360 --> 00:29:46,440 back to like 4K, for example, I think hoodies would go back down 525 00:29:46,440 --> 00:29:52,600 to like 202 hundred ETH. And if you're bearish on ETH, 526 00:29:53,400 --> 00:29:56,560 then I also think that punks are going to be a more difficult 527 00:29:56,560 --> 00:30:00,720 hold. So yeah, my view there is, is 528 00:30:00,720 --> 00:30:03,920 probably to take the money. It's a tough one. 529 00:30:03,920 --> 00:30:07,040 I, I, I struggled with the decision on what the right call 530 00:30:07,040 --> 00:30:08,880 is. I, I talked with Peter Jennings 531 00:30:08,880 --> 00:30:12,360 a bit over DMS and he was kind of saying, I think thinking the 532 00:30:12,400 --> 00:30:14,400 ETH is the safer, more conservative route. 533 00:30:14,400 --> 00:30:18,560 He does feel like the punk has higher upside than the ETH does, 534 00:30:18,560 --> 00:30:20,600 which I would tend to agree with. 535 00:30:21,320 --> 00:30:23,960 You're, you're right. And these things are liquid. 536 00:30:23,960 --> 00:30:25,120 I didn't realize quite how liquid. 537 00:30:25,120 --> 00:30:27,800 So just so there's 12 sales per row. 538 00:30:27,800 --> 00:30:30,760 So there's 22 hoodie punk sales in the past year. 539 00:30:31,360 --> 00:30:32,800 So these things really don't move. 540 00:30:32,800 --> 00:30:36,360 So we're talking about one 1 1/2 moving per month. 541 00:30:37,480 --> 00:30:40,080 Yeah. So you may not have a 542 00:30:40,240 --> 00:30:41,960 opportunity to flip this for three years. 543 00:30:42,440 --> 00:30:45,720 Yeah, a handful of those punks as well Tyler are the same punk 544 00:30:45,720 --> 00:30:49,720 moving as well. So like unique hoodie punk 545 00:30:49,720 --> 00:30:52,240 movement. I mean it's it's far less than 546 00:30:52,240 --> 00:30:54,800 that, probably less than 20 based on just a quick scan of 547 00:30:54,800 --> 00:30:57,320 that listed. Maybe not, but. 548 00:30:58,120 --> 00:31:01,960 But hey, we we like to see it. Some interested, some interest 549 00:31:01,960 --> 00:31:05,880 in the Grail punks. These are day for Ethan Antes. 550 00:31:05,880 --> 00:31:07,680 We don't need to spend a whole lot of time on it. 551 00:31:08,120 --> 00:31:11,360 Leaders up 3 to 5%. Doodles leading the charge up 552 00:31:11,360 --> 00:31:13,960 17%. Perhaps finally catching, 553 00:31:14,160 --> 00:31:17,480 catching some well deserved love for all that they've been doing 554 00:31:17,480 --> 00:31:23,240 with their short film, with the singles tokenizing their viral, 555 00:31:23,240 --> 00:31:25,400 their viral social media content. 556 00:31:25,400 --> 00:31:29,120 So back over to ETH, up 23% on the week. 557 00:31:29,120 --> 00:31:33,080 They are on an upswing. Well, folks, I think a lot of 558 00:31:33,080 --> 00:31:36,000 folks likely tuned in for our debate coverage and I want to 559 00:31:36,000 --> 00:31:41,040 give the people what they want. There is a lot to cover for ways 560 00:31:41,040 --> 00:31:43,240 that you could potentially bet the debate tonight. 561 00:31:43,240 --> 00:31:46,520 If that is something that you are indeed interested in. 562 00:31:46,800 --> 00:31:48,960 It is something I am personally interested in. 563 00:31:48,960 --> 00:31:51,880 So Polymarket spun up a debates board. 564 00:31:52,560 --> 00:31:59,760 Folks, there are 22 bets on this page of various ways that you 565 00:31:59,760 --> 00:32:02,600 can bet on this. I'm going to go through some of 566 00:32:02,680 --> 00:32:07,640 the big ones here. So for starters, who is going to 567 00:32:07,640 --> 00:32:11,440 win? Who is going to win the debate? 568 00:32:11,440 --> 00:32:15,640 So this is the the primary market here has seen $220,000 in 569 00:32:15,640 --> 00:32:19,800 action. Comma at 73% here. 570 00:32:19,800 --> 00:32:22,640 Now the the reason that comma was at 73%, I think that might 571 00:32:22,640 --> 00:32:25,760 be a surprise to folks. The way this bet resolves it is 572 00:32:25,760 --> 00:32:32,240 based on Ipsos and 538's opinion poll on who wins the 538 has 573 00:32:32,240 --> 00:32:35,640 been fairly left-leaning. Logan, any reactions to this? 574 00:32:36,240 --> 00:32:37,720 Would you be? Would you be taking this bet? 575 00:32:37,720 --> 00:32:39,960 Which side would you be? On No, it's, it's interesting, 576 00:32:40,080 --> 00:32:43,280 interesting that you say maybe a little bit of a shock because to 577 00:32:43,280 --> 00:32:47,400 me that, you know, just zooming out, that's where my head goes 578 00:32:47,400 --> 00:32:50,320 right off the bat. You know, somebody who's going 579 00:32:50,320 --> 00:32:55,680 to likely be poised on stage, you know, avoid the, the Super 580 00:32:55,680 --> 00:32:58,280 deep personal attacks, some of those things that are really off 581 00:32:58,280 --> 00:33:02,200 putting to viewers and potential pollsters as well. 582 00:33:02,520 --> 00:33:06,360 So that's that's where I lean. I mean, we know the the rules of 583 00:33:06,360 --> 00:33:08,160 the debate are a little bit different. 584 00:33:08,320 --> 00:33:12,080 Again, they're they're doing the muted Mike's thing in between. 585 00:33:12,520 --> 00:33:16,560 So Trump is maybe saved to a certain degree there versus some 586 00:33:16,560 --> 00:33:19,280 of those old debates with, with Biden and others. 587 00:33:20,520 --> 00:33:23,440 But yeah, I mean, this doesn't, this doesn't shock me. 588 00:33:24,040 --> 00:33:27,560 I also don't necessarily think that I think the, this, the 589 00:33:27,560 --> 00:33:30,160 margin here is, is perhaps a a bit small. 590 00:33:30,160 --> 00:33:33,960 Like I I don't think I'd be making this bet at $0.73 but it 591 00:33:34,000 --> 00:33:36,800 it would be my lien. You're going to win 30%. 592 00:33:37,320 --> 00:33:39,640 I I think she will win the the bet. 593 00:33:39,640 --> 00:33:42,960 I would have thought that regardless of how this is being 594 00:33:42,960 --> 00:33:48,080 resolved via the 538, but perhaps I, I spend too much time 595 00:33:48,080 --> 00:33:50,600 on crypto Twitter and that's why I, I was surprised. 596 00:33:50,600 --> 00:33:54,120 But we've got Kamala at 73%. I think perhaps more interesting 597 00:33:54,120 --> 00:33:58,800 line is who will be the favorite to win on Paulie market a day 598 00:33:58,800 --> 00:34:01,560 after the debate. Now this is at this got Trump at 599 00:34:01,560 --> 00:34:03,960 82%. Kamala at 19. 600 00:34:03,960 --> 00:34:06,520 She was higher. So this has fallen off quite a 601 00:34:06,520 --> 00:34:09,520 bit. This one feels like a lock for 602 00:34:09,600 --> 00:34:12,400 for Trump. So Trump's up 5346 on Paulie 603 00:34:12,400 --> 00:34:14,080 market. We we showed the Nate Silver 604 00:34:14,080 --> 00:34:18,000 model. He's got Trump at 6435 like 605 00:34:18,199 --> 00:34:20,960 unless Trump like unless something just wild happens 606 00:34:21,080 --> 00:34:25,639 debate he he's going to be leading tomorrow on polymarket. 607 00:34:25,639 --> 00:34:29,000 So, so this this one actually feels like free money. 608 00:34:29,000 --> 00:34:30,639 Let's let's take a look at the terms. 609 00:34:31,760 --> 00:34:34,679 It's it's again looking at a four hour time window 24 hours 610 00:34:34,679 --> 00:34:36,480 after. So that will be tonight 9:00 PM 611 00:34:36,480 --> 00:34:40,360 Eastern to 1:00 AM Eastern. No, we saw the cabal last Friday 612 00:34:40,360 --> 00:34:45,760 try to influence one of these derivative bets almost pulled it 613 00:34:45,760 --> 00:34:47,480 off. I think that is perhaps is a a 614 00:34:47,480 --> 00:34:50,440 risk with with that's like this, but I don't know. 615 00:34:50,440 --> 00:34:53,000 I like the the trump side on this one quite a bit. 616 00:34:53,000 --> 00:34:56,440 For those who like to bet the the heavily the heavily favored 617 00:34:57,000 --> 00:34:59,760 lies moving forward through the list. 618 00:34:59,760 --> 00:35:01,600 A couple fun ones. You know, we, we've got 619 00:35:01,600 --> 00:35:05,000 basically our version of the Super Bowl coin flip, but you've 620 00:35:05,000 --> 00:35:09,400 got Will Kamal and Trump shake hands. 621 00:35:09,400 --> 00:35:11,160 I'm trying to fight. Yeah, right here. 622 00:35:11,160 --> 00:35:13,600 That's at 30%. What side are you on here, 623 00:35:13,640 --> 00:35:14,680 Logan? Shake hands. 624 00:35:14,680 --> 00:35:15,920 Yes or no? Why? 625 00:35:15,920 --> 00:35:19,920 Why wouldn't they shake hands? Isn't that just customary? 626 00:35:20,360 --> 00:35:23,600 I mean, I guess, but like he shook hands with Biden, didn't 627 00:35:23,600 --> 00:35:25,920 he? I mean, he does he like anybody? 628 00:35:26,280 --> 00:35:29,200 Is he customary? I don't think he did shake hands 629 00:35:29,240 --> 00:35:31,000 with Biden, no. I remember when they walked out, 630 00:35:31,000 --> 00:35:35,320 they walked out to like separate spots, right? 631 00:35:35,480 --> 00:35:38,720 I don't think they shook hands. I'm heavily on the no side. 632 00:35:38,840 --> 00:35:42,360 I think there's there's they definitely do not shake hands. 633 00:35:42,960 --> 00:35:46,320 The 30%, yes, folks, if you think they they will, then 634 00:35:46,320 --> 00:35:48,800 you've got some nice, some nice upside. 635 00:35:49,400 --> 00:35:52,640 I don't know, I think, I think I don't mind that at 30%. 636 00:35:54,120 --> 00:35:56,600 I don't know. I mean he if you have you have 637 00:35:56,600 --> 00:35:59,720 his camp like wanting him to soften a little bit of the, the 638 00:35:59,720 --> 00:36:03,520 personal attack type stuff. Just a a friendly handshake to 639 00:36:03,520 --> 00:36:05,400 get the night started. Feels OK. 640 00:36:07,280 --> 00:36:09,640 I don't know. I have, I have nothing really. 641 00:36:09,640 --> 00:36:12,440 No substance to back that in any way shape or form. 642 00:36:12,440 --> 00:36:17,200 It's just feels OK at 30%. All right, Logan's taking the 643 00:36:17,200 --> 00:36:19,880 flyer at 30%. Another one who was asked the 644 00:36:19,880 --> 00:36:23,480 first debate question, I feel like, so this is the market's 645 00:36:23,480 --> 00:36:26,360 got Kamala at 80 percent, $73,000. 646 00:36:26,360 --> 00:36:29,400 But this one feels like a a slam lock, Yes, for Kamala, right? 647 00:36:29,400 --> 00:36:30,720 Like she's getting the first question. 648 00:36:32,800 --> 00:36:34,080 I think so. Yeah. 649 00:36:34,080 --> 00:36:35,760 All right. So we're we're in alignment on 650 00:36:35,760 --> 00:36:39,760 that one. Let's get into the dimensions 651 00:36:39,760 --> 00:36:42,400 markets. I think those are arguably the 652 00:36:42,400 --> 00:36:46,520 most interesting. There are a few other bets you 653 00:36:46,520 --> 00:36:47,480 can make. You can be on the total 654 00:36:47,480 --> 00:36:52,840 viewership, you can bet on the future number of debates after 655 00:36:52,840 --> 00:36:53,880 this. I think that's an interesting 656 00:36:53,880 --> 00:36:56,440 one as well. That's going to hinge on how 657 00:36:56,440 --> 00:37:01,280 today's go. As for the the mention market, 658 00:37:02,360 --> 00:37:04,760 this is an interesting one. I think these are the best. 659 00:37:04,760 --> 00:37:06,520 They're going to get the most action tonight. 660 00:37:06,520 --> 00:37:09,920 So we've already got a $1.5 million bet on what will Trump 661 00:37:09,960 --> 00:37:14,000 say at the debate. Abortion at 82%. 662 00:37:14,000 --> 00:37:17,720 Borders are at 70. Those are pretty heavy 663 00:37:17,720 --> 00:37:20,440 favorites. Israel at 92, China three times 664 00:37:20,440 --> 00:37:23,360 at 90. Those are all pretty heavy 665 00:37:23,360 --> 00:37:26,720 favorites here. You know, when you're watching 666 00:37:26,720 --> 00:37:29,920 these live, it's much more fun to be on the yes side. 667 00:37:29,920 --> 00:37:34,640 It's like betting the over versus the under on sports 668 00:37:34,640 --> 00:37:38,360 matches and games. I think what jumps out to me 669 00:37:38,800 --> 00:37:40,480 right off the bat though is some of the no's. 670 00:37:40,480 --> 00:37:44,280 I like no on fake news a lot. I actually don't think Trump 671 00:37:44,280 --> 00:37:47,840 will will say fake news here at the debate. 672 00:37:48,400 --> 00:37:52,240 Tyrell, who has been one of the the better mentions touts for 673 00:37:52,240 --> 00:37:54,960 Pauli market. He likes border at 15 times. 674 00:37:54,960 --> 00:37:59,600 Yes, this is a 90 minute debate. Him saying border 15 times, I 675 00:38:00,080 --> 00:38:03,800 don't know that's a lot. That's a lot of times to mention 676 00:38:03,800 --> 00:38:05,520 the border. I know that's it's probably the 677 00:38:05,560 --> 00:38:09,080 the single biggest issue. I kind of like the no side here 678 00:38:09,080 --> 00:38:17,400 at at $0.40 on that fraud is a potentially interesting flyer at 679 00:38:17,640 --> 00:38:20,880 at less than or is basically a coin flip odds. 680 00:38:21,200 --> 00:38:24,440 There's so many, so many different ways you can use the 681 00:38:24,440 --> 00:38:28,280 word fraud, right? And it's any context that this 682 00:38:28,280 --> 00:38:31,400 resolves yes to, I'd imagine. I think that's interesting. 683 00:38:31,400 --> 00:38:32,160 Yeah. Any context? 684 00:38:32,200 --> 00:38:35,320 Yeah, this is the word is, is, is is said you win the bet 685 00:38:35,320 --> 00:38:38,440 regardless. But yeah, Logan, any of these 686 00:38:38,440 --> 00:38:40,080 jump out to you? Have you made any of these bets? 687 00:38:40,520 --> 00:38:46,080 I, I've not made any bets even at 82 cents, like a abortion did 688 00:38:46,320 --> 00:38:49,880 stand out to me just given that that's another, I, I read a 689 00:38:49,880 --> 00:38:52,360 couple of the like New York Times and a, a couple other 690 00:38:52,360 --> 00:38:55,360 sources just in preparation for this discussion. 691 00:38:55,360 --> 00:38:59,320 And it seems like that that's obviously an issue that's going 692 00:38:59,320 --> 00:39:03,400 to come up. So that felt like only $0.82. 693 00:39:03,400 --> 00:39:07,800 I think for Kamala, the same word is like maybe 95% or 694 00:39:07,800 --> 00:39:10,720 something like that. So it's, you know, very likely 695 00:39:10,720 --> 00:39:14,280 to, to come up in my opinion. I also that, you know, we should 696 00:39:14,600 --> 00:39:16,880 be remiss not to mention the crypto Bitcoin one, which you 697 00:39:16,880 --> 00:39:18,200 can see at the bottom of your screen there. 698 00:39:18,200 --> 00:39:20,080 It's 17%. That feels high. 699 00:39:20,080 --> 00:39:22,120 Yeah, that fell high to me as well. 700 00:39:22,120 --> 00:39:24,360 And that's another one of those ones where I was like searching 701 00:39:24,360 --> 00:39:28,400 out via these other, you know, traditional news publications, 702 00:39:28,640 --> 00:39:30,640 whether or not that might come up. 703 00:39:30,640 --> 00:39:34,320 I was reading Laura Shin's piece on from Unchained Crypto this 704 00:39:34,320 --> 00:39:38,480 morning. It just doesn't seem like he and 705 00:39:38,480 --> 00:39:42,160 his camp feel they need to do anything to win over crypto. 706 00:39:42,800 --> 00:39:46,040 And it's not a major issue for folks for, you know, for of 707 00:39:46,040 --> 00:39:49,280 course, for us, but not for the the vast majority of folks. 708 00:39:49,280 --> 00:39:52,280 So, you know, I, I made that bet last week. 709 00:39:52,280 --> 00:39:54,400 We were talking about the Wisconsin town hall or whatever, 710 00:39:54,400 --> 00:39:57,440 which resolved no, unfortunately, but I don't see 711 00:39:57,440 --> 00:40:01,400 any reason for this to come up on the big stage at this point 712 00:40:01,400 --> 00:40:04,760 in time. Yeah, I don't think we're going 713 00:40:04,760 --> 00:40:06,560 to hear it tonight. One more. 714 00:40:06,560 --> 00:40:08,760 No, that jumped out to me mega three times. 715 00:40:10,000 --> 00:40:12,320 No, at $0.69, I don't think he's going to say it three times. 716 00:40:12,320 --> 00:40:14,720 I think he probably says it once in the conclusion. 717 00:40:14,720 --> 00:40:17,680 I don't really see how that comes up several times. 718 00:40:17,680 --> 00:40:20,040 So those are the Trump mentions. I want to take a look at the 719 00:40:20,040 --> 00:40:22,760 Kamala card here. So this is also got about $1.4 720 00:40:22,760 --> 00:40:28,680 million, but already some similar terms, a few that jump 721 00:40:28,680 --> 00:40:33,760 out convicted felon at 59%, liar at 38%, probably 2025, I'm 722 00:40:33,760 --> 00:40:39,720 speaking at 21%. She's got her own borderline DEI 723 00:40:40,040 --> 00:40:42,720 at 6%. Weird Judy Vance. 724 00:40:42,720 --> 00:40:48,080 So she's got crypto Bitcoin at 14% that's interesting than 725 00:40:48,080 --> 00:40:50,680 artificial intelligence not going back. 726 00:40:51,360 --> 00:40:54,440 So I actually I like artificial intelligence at 36% and it's one 727 00:40:54,440 --> 00:41:00,520 of my my long shot bets for her. It's been it's in her platform 728 00:41:00,760 --> 00:41:04,560 that was published I think last night or the night before that 729 00:41:04,880 --> 00:41:08,680 he also dropped artificial intelligence in her DNC speech. 730 00:41:09,400 --> 00:41:12,800 I think she will want to talk about some of like the emerging 731 00:41:12,800 --> 00:41:17,320 tech things that that she is backing and AI clearly is on 732 00:41:17,320 --> 00:41:19,000 that list. So I think that's that's an 733 00:41:19,000 --> 00:41:22,360 interesting flyer here at 3:00 to 1:00. 734 00:41:22,360 --> 00:41:24,360 I think for those who like to bet the heavy favorites, 735 00:41:24,360 --> 00:41:31,160 Palestine seems like a lock yes to hit not going back like that. 736 00:41:31,160 --> 00:41:35,080 That is her that is her tagline. So I think there's a good chance 737 00:41:35,080 --> 00:41:36,360 you know, she's going to say her tagline. 738 00:41:36,360 --> 00:41:42,240 And in the the conclusion of the debate, JD Vance interesting one 739 00:41:42,240 --> 00:41:43,560 at 3:00 to 1:00. Is she going to name drop 740 00:41:43,560 --> 00:41:46,000 Trump's VP? I think that's possible. 741 00:41:46,000 --> 00:41:48,640 You know, one out of three times. 742 00:41:48,960 --> 00:41:51,240 That's interesting. 1 Logan. Also see what what jumps out to 743 00:41:51,240 --> 00:41:54,040 you from this list. Well, I was just that I'm 744 00:41:54,040 --> 00:41:56,680 speaking one. It was one that came right right 745 00:41:56,680 --> 00:41:58,360 away. Actually the the no side here 746 00:41:58,360 --> 00:42:01,240 just because of that mic muting thing, you know? 747 00:42:01,240 --> 00:42:03,520 Oh, you like the no side? Well. 748 00:42:04,680 --> 00:42:07,600 I don't know. It's interesting because we're 749 00:42:07,600 --> 00:42:10,000 not going to be able to hear Trump when she's talking, right? 750 00:42:10,000 --> 00:42:15,080 Because of the mic muting. Although he's probably still 751 00:42:15,080 --> 00:42:17,480 going to be talking anyway, right? 752 00:42:17,480 --> 00:42:20,720 Like, I don't know. I don't know. 753 00:42:20,720 --> 00:42:23,000 Now I'm conflicting myself here, but that one is. 754 00:42:23,320 --> 00:42:25,320 There 1. He will say it. 755 00:42:25,360 --> 00:42:28,120 Are there any odds that he will say I'm I'm talking? 756 00:42:28,360 --> 00:42:30,000 No speaking, he didn't have that. 757 00:42:30,000 --> 00:42:31,960 One, I would take those odds like he's. 758 00:42:31,960 --> 00:42:35,160 Just going to be talking, yeah. No, but I reckon he bring he 759 00:42:35,160 --> 00:42:39,920 like zings it back. He yes 100% if she says it he 760 00:42:39,920 --> 00:42:43,080 will say it 100%. Watch this let let's double 761 00:42:43,160 --> 00:42:45,320 check. You may have talked me into the 762 00:42:45,320 --> 00:42:47,760 yes there, Tyler. I was just thinking like, again, 763 00:42:47,760 --> 00:42:51,080 I was reading the logistical details about the mic muting and 764 00:42:51,080 --> 00:42:53,080 stuff. And when I'm thinking about it 765 00:42:53,080 --> 00:42:57,280 logically, like, you know, he's not going to be able to 766 00:42:57,280 --> 00:43:00,000 interrupt her in the same way as he would have been able to 767 00:43:00,000 --> 00:43:03,680 previously, right? It's not going to be loudly 768 00:43:03,840 --> 00:43:06,560 reverberating through the room via the microphone. 769 00:43:06,800 --> 00:43:09,680 Although, you know, maybe he just starts shouting. 770 00:43:09,680 --> 00:43:11,000 Who the hell knows what could happen? 771 00:43:11,000 --> 00:43:13,560 We can do it as a distraction tactic like what we saw like in 772 00:43:13,560 --> 00:43:15,000 the Hillary debates. He was like kind of like 773 00:43:15,000 --> 00:43:17,960 following her around. I don't know if that was on 774 00:43:17,960 --> 00:43:20,800 purpose or not. That was heavily covered 775 00:43:20,800 --> 00:43:26,360 afterwards. We'll certainly see DI at at 7%. 776 00:43:27,520 --> 00:43:31,160 That abortion lines down to 88. I feel like it was higher when I 777 00:43:31,160 --> 00:43:32,680 looked at it earlier this morning. 778 00:43:33,440 --> 00:43:36,960 Abortion feels like pretty free money at 8088 cents. 779 00:43:37,120 --> 00:43:43,760 I mean that yeah, it does. Democracy at 83, that feels 780 00:43:43,760 --> 00:43:46,880 pretty strong as well in a 90 minute debate. 781 00:43:46,880 --> 00:43:50,640 You got some Flyers on unrealized perhaps interesting. 782 00:43:50,640 --> 00:43:53,120 Like is she going to talk about how she's kind of walking back 783 00:43:53,120 --> 00:43:58,080 the the unrealized cap gains tax that that's possible at 5:00 to 784 00:43:58,080 --> 00:44:01,280 1:00? We will certainly see if you 785 00:44:01,280 --> 00:44:03,040 don't want to, if you want a little bit more action or you 786 00:44:03,040 --> 00:44:06,880 don't want to bet just the heavy favorites straight, Polymarket 787 00:44:06,880 --> 00:44:11,080 has introduced a new fun way to do it via these bingo cards. 788 00:44:11,400 --> 00:44:13,360 So there are three bingo card lines. 789 00:44:14,200 --> 00:44:16,960 They've got different odds of hitting and that's because 790 00:44:16,960 --> 00:44:20,880 you'll you'll notice that they are different cards. 791 00:44:21,880 --> 00:44:24,800 So I've got the debate bingo card one pulled off. 792 00:44:24,800 --> 00:44:28,200 This is what they look like. They're effectively parlay 793 00:44:28,200 --> 00:44:30,520 cards, very complicated parlay cards. 794 00:44:30,520 --> 00:44:36,240 So if any traditional bingo line hits, you win the card and you 795 00:44:36,240 --> 00:44:39,000 get the return. So it'll resolve to 100%. 796 00:44:39,000 --> 00:44:43,560 So you bet it at 3031 cents. You're going to get a 3X or 2 797 00:44:43,560 --> 00:44:49,040 1/2 X on your your bet there. I think this bingo card one the 798 00:44:49,040 --> 00:44:54,240 one at 31%, seems the most live to hit. 799 00:44:54,600 --> 00:44:57,160 Is it that second row down? Yes. 800 00:44:57,440 --> 00:45:01,880 That's the one that like as a quick glance, maybe some of 801 00:45:01,880 --> 00:45:05,080 these others knows. Harris says product 2025. 802 00:45:05,080 --> 00:45:06,840 Harris says I'm speaking. Harris says weird. 803 00:45:06,840 --> 00:45:08,560 Harris says wall. And that's a lot. 804 00:45:09,200 --> 00:45:10,480 You need a lot of things to go right. 805 00:45:10,480 --> 00:45:12,760 I, I like this bottom row at first. 806 00:45:13,080 --> 00:45:16,120 You have them both saying abortion heard to say Palestine. 807 00:45:16,920 --> 00:45:19,520 Harris says wall. Trump says China three times. 808 00:45:20,240 --> 00:45:22,760 That line feels pretty strong. You, you need her to say wall, 809 00:45:23,360 --> 00:45:25,200 but they're probably both going to say abortion. 810 00:45:26,440 --> 00:45:28,200 But you've got a lot of different outs, right? 811 00:45:29,240 --> 00:45:32,200 But you, you see where these parlays get tough. 812 00:45:32,200 --> 00:45:36,680 So like this corner slot, as Harris says, that's a 6% chance 813 00:45:36,680 --> 00:45:39,280 of hitting. So any, any of those lines are 814 00:45:39,280 --> 00:45:43,080 pretty unlikely to to hit. So those are pretty much already 815 00:45:43,080 --> 00:45:49,400 out, but a a a fun new way to to bet on these mentions. 816 00:45:49,560 --> 00:45:51,880 Not a whole lot of action. I haven't expected more, only 10 817 00:45:51,880 --> 00:45:54,160 Ki. Think it's too hard to follow 818 00:45:54,480 --> 00:45:58,120 it's you know, it's it's the only way to do this is to 819 00:45:58,120 --> 00:46:02,360 actually print out the card and stamp alongside the the actual 820 00:46:02,360 --> 00:46:04,960 talking. But it's too difficult to follow 821 00:46:04,960 --> 00:46:06,560 and they look at a new line you go. 822 00:46:06,640 --> 00:46:09,360 To this, if you go to this line, you have no idea what it what it 823 00:46:09,360 --> 00:46:11,200 means, right? Then you have to go into the 824 00:46:11,920 --> 00:46:14,000 rules to, to find the link to the card. 825 00:46:14,000 --> 00:46:18,720 So we'll see if they get a better version of that. 826 00:46:20,160 --> 00:46:22,800 But that pretty much takes us through the, the interesting 827 00:46:22,800 --> 00:46:24,320 bet. You can bet on the finish time. 828 00:46:24,720 --> 00:46:27,480 I, I was looking up historically, do these debates 829 00:46:27,480 --> 00:46:29,600 finish on time? They usually do, but I think the 830 00:46:29,600 --> 00:46:31,320 last one with Biden did run long. 831 00:46:32,800 --> 00:46:35,920 So you've got a, it's, it's like only a 19% chance to finish on 832 00:46:35,920 --> 00:46:38,560 time. And then where this really gets 833 00:46:38,560 --> 00:46:41,560 interesting, perhaps the most edge is depending how this 834 00:46:41,560 --> 00:46:44,320 debate goes, will there be another debate? 835 00:46:44,320 --> 00:46:45,720 The market thinks this is going to be it. 836 00:46:46,560 --> 00:46:49,360 So theoretically, I think we, we would have had two or three 837 00:46:49,360 --> 00:46:50,800 debates between these candidates. 838 00:46:51,600 --> 00:46:53,360 The market thinks this is going to be the only one. 839 00:46:54,960 --> 00:46:59,320 So I think if one of the candidates gets the, I think 840 00:46:59,320 --> 00:47:01,360 that the chair, I'm saying is that Trump's not going to want 841 00:47:01,360 --> 00:47:03,080 to debate again after this one. Yeah. 842 00:47:03,080 --> 00:47:04,920 What outcome leads to another debate? 843 00:47:04,920 --> 00:47:08,960 I mean, is it a? It's a landslide Trump debate 844 00:47:08,960 --> 00:47:10,960 victory. Maybe leads to no, they wouldn't 845 00:47:10,960 --> 00:47:14,200 want to do another one. I don't know what could possibly 846 00:47:14,200 --> 00:47:17,360 lead to another debate. I guess I always thought there 847 00:47:17,360 --> 00:47:19,360 was just like three. I thought that was just 848 00:47:19,480 --> 00:47:20,960 standard. Sure, but. 849 00:47:22,800 --> 00:47:25,080 From the camp side, I mean like. Why would? 850 00:47:25,400 --> 00:47:27,520 They If Harris wins, you probably don't want to get 851 00:47:27,520 --> 00:47:29,840 embarrassed again. If Trump wins, you want that 852 00:47:29,840 --> 00:47:31,400 lasting impression that Trump wins. 853 00:47:31,480 --> 00:47:35,960 I'm speaking from the side I I don't know what outcome from 854 00:47:35,960 --> 00:47:39,880 tonight's debates would would push either candidate to wishing 855 00:47:39,880 --> 00:47:41,800 to do another one. I don't know. 856 00:47:42,600 --> 00:47:43,720 Yeah, we'll, we'll certainly see. 857 00:47:43,720 --> 00:47:45,760 Well, this is going to be appointment viewing folks. 858 00:47:45,760 --> 00:47:48,240 I know a lot on crypto Twitter will be glued to the TV's. 859 00:47:48,240 --> 00:47:52,520 That is 9:00 PM Eastern tonight, so live in prime time. 860 00:47:53,000 --> 00:47:54,360 That's 15 minutes on debate talk. 861 00:47:54,360 --> 00:47:57,960 That that is plenty. Before we wrap up, I do want to 862 00:47:58,360 --> 00:48:02,280 give a a quick read and a shout out to Kraken. 863 00:48:02,280 --> 00:48:04,320 So some big news out of them yesterday. 864 00:48:04,320 --> 00:48:07,360 So Kraken and Williams Racing are bringing back their unique 865 00:48:07,760 --> 00:48:11,080 rear wing takeover contest. This offers NFT holders the 866 00:48:11,080 --> 00:48:15,520 chance to have their digital artwork featured on an F1 car at 867 00:48:15,520 --> 00:48:19,680 the US Grand Prix. So holders of William Racing's 868 00:48:19,680 --> 00:48:22,640 grid pass NFTS, those grid passes, they will receive 869 00:48:22,640 --> 00:48:25,760 AirDrop PFPS from the new Cosmos collection. 870 00:48:25,760 --> 00:48:28,000 They're designed by web three artist Candy Apple. 871 00:48:28,240 --> 00:48:31,040 Fans can then submit these in a tease to compete for a chance to 872 00:48:31,040 --> 00:48:35,320 have them displayed on the rear wing of Williams Racing cars at 873 00:48:35,320 --> 00:48:38,040 the 2024 US Grand Prix in Austin. 874 00:48:38,400 --> 00:48:43,200 Very cool. 6 wing designs will be selected by fan votes from a 875 00:48:43,200 --> 00:48:46,720 short list of 12. We've got some interesting 876 00:48:46,720 --> 00:48:48,240 quotes here from some of the team members. 877 00:48:48,240 --> 00:48:50,400 So James Bauer, commercial director at Williams Racing, He 878 00:48:50,400 --> 00:48:53,520 said last year's takeover generated huge interest in a 879 00:48:53,520 --> 00:48:55,960 brilliant design and we can't wait to see what fans will 880 00:48:55,960 --> 00:48:58,520 choose this time around. The Cosmos collection brings 881 00:48:58,520 --> 00:49:01,120 William Racing's proud F1 heritage to a new wave of 882 00:49:01,120 --> 00:49:04,440 digitally savvy fans, and the rear wing takeover is a unique 883 00:49:04,440 --> 00:49:08,360 chance for our supporters to decide what FW 46 will look like 884 00:49:08,400 --> 00:49:11,640 in Austin. And Kraken's CMO Mayor Gupta 885 00:49:11,880 --> 00:49:14,440 called the event a great opportunity to collaborate with 886 00:49:14,440 --> 00:49:17,440 our Williams Racing partners and accelerate crypto awareness 887 00:49:17,800 --> 00:49:21,360 through the sport. I I think for me, thinking about 888 00:49:21,360 --> 00:49:26,080 this, this event, it connects Formula One racing with NFT in 889 00:49:26,080 --> 00:49:32,160 what 3 gives fans unique way to engage with the sport and F1, 890 00:49:32,160 --> 00:49:36,880 you know it, it seems to be up only in interest in the US. 891 00:49:36,880 --> 00:49:41,160 So certainly a, a huge platform, huge way to, to get your, your 892 00:49:41,160 --> 00:49:45,560 project and your art out there. So go check out those grid Pass 893 00:49:45,600 --> 00:49:49,920 NFTS if you haven't already. And shout out to Crack for 894 00:49:49,920 --> 00:49:53,320 pulling off this awesome collab. I'm sure we'll be following up 895 00:49:53,760 --> 00:49:56,840 on this show as these designs are submitted. 896 00:49:57,240 --> 00:50:00,480 But folks, As for today's show, that is going to be it. 897 00:50:00,480 --> 00:50:04,320 Shout out to our listeners for tuning in and listening. 898 00:50:04,480 --> 00:50:07,840 We will be back tomorrow to break down all of today's 899 00:50:07,880 --> 00:50:10,600 actions. We've got 3 back-to-back to back 900 00:50:10,600 --> 00:50:13,760 days of robot spins. We've got Farooq making his 901 00:50:13,760 --> 00:50:16,200 triumphant return live from his home. 902 00:50:16,200 --> 00:50:17,600 So we'll have his full set up going. 903 00:50:17,600 --> 00:50:21,120 We're excited to have him back and at full speed. 904 00:50:21,160 --> 00:50:24,040 As for today, go have a great Tuesday. 905 00:50:24,120 --> 00:50:25,440 Go make it a beautiful day. Goodbye.