1 00:00:01,480 --> 00:00:05,840 GMGM everyone, you're looking happy there. 2 00:00:05,840 --> 00:00:09,280 OSF it's just a two night show again, me and OSF. 3 00:00:09,880 --> 00:00:13,280 Farouk is still in Paris. I think he's just flying back 4 00:00:13,280 --> 00:00:15,440 from Paris. We've obviously came back over 5 00:00:15,440 --> 00:00:17,360 the weekend after the wreck show. 6 00:00:17,360 --> 00:00:19,040 We obviously missed a few shows last week. 7 00:00:19,040 --> 00:00:22,320 We apologize but we are back better than ever. 8 00:00:22,520 --> 00:00:24,880 OSF looking mean as hell in that. 9 00:00:24,880 --> 00:00:25,800 Wrecked. Wrecked. 10 00:00:25,800 --> 00:00:28,120 Can you shut that off for the? For the, for the camera? 11 00:00:30,200 --> 00:00:32,640 Wow. Oh, that's the RLD edition. 12 00:00:33,880 --> 00:00:38,360 It's the the RLD edition. Wow. 13 00:00:39,720 --> 00:00:41,400 I don't even know if I should tell the audience what we've 14 00:00:41,400 --> 00:00:44,760 been doing, but there's an inside joke there we've been 15 00:00:44,760 --> 00:00:47,520 doing. We did a Speech Speech Workshop 16 00:00:47,520 --> 00:00:51,120 class, myself and LSF because we realized we talk like crap and 17 00:00:51,120 --> 00:00:54,400 now OS FS pausing between everything he says and 18 00:00:54,640 --> 00:00:57,880 enunciating every single word. So let's see how the show goes. 19 00:00:58,600 --> 00:01:02,560 Anyway, interesting day today. As OSF said, we were selling off 20 00:01:02,560 --> 00:01:06,240 while we were in Paris, and then the moment we we come back home, 21 00:01:06,960 --> 00:01:08,760 things seem to be rallying again. 22 00:01:08,920 --> 00:01:13,360 Looks like Bitcoin is breaking out above to recent highs. 23 00:01:13,440 --> 00:01:16,800 Heath is doing the same and even Solana's moving that part of 24 00:01:16,800 --> 00:01:19,240 today. So a stronger day all round. 25 00:01:19,240 --> 00:01:21,320 We'll get into get into that shortly. 26 00:01:22,160 --> 00:01:24,760 I don't think that obviously we're sponsored by roll but at 27 00:01:24,760 --> 00:01:26,520 the moment I don't think we've got any prizes again today. 28 00:01:26,520 --> 00:01:29,200 I think Ferrari wanted to wait until he got back so if you're 29 00:01:29,640 --> 00:01:32,800 if you are waiting for those you can have to wait for the what is 30 00:01:32,800 --> 00:01:37,160 it quadruple rollover that we're going to be doing on tomorrow 31 00:01:37,160 --> 00:01:40,320 when he back takes back over. But anyway, we'll get into, 32 00:01:41,520 --> 00:01:42,600 we'll get into the market in a minute. 33 00:01:42,600 --> 00:01:44,080 Let's let's maybe just talk about Paris. 34 00:01:44,080 --> 00:01:49,720 How was how was your Paris? My trip in Paris was amazing. 35 00:01:51,760 --> 00:01:54,240 Sorry, sorry to everyone in the audience for that. 36 00:01:54,240 --> 00:01:56,480 Yeah, well, this is going to be a very, very long show. 37 00:01:56,920 --> 00:01:58,440 We had a good, we had a good rec show. 38 00:01:58,440 --> 00:02:00,600 It was I saw your face everywhere. 39 00:02:01,760 --> 00:02:04,120 I was only there for 24 hours. I did the rec show and I kind of 40 00:02:04,120 --> 00:02:07,600 went home or maybe 36 hours. But you you were there for a 41 00:02:07,600 --> 00:02:08,479 little bit longer. What? 42 00:02:08,479 --> 00:02:10,919 What was the rest of the What was the rest of the trip like? 43 00:02:12,320 --> 00:02:17,600 So on Friday we did the 5A side football tournament and once 44 00:02:17,600 --> 00:02:22,680 again it ended in heartbreak for wrecked City FC. 45 00:02:23,320 --> 00:02:28,840 We lost in the semi finals and we only really have ourselves to 46 00:02:28,840 --> 00:02:31,680 blame. What happened there? 47 00:02:31,680 --> 00:02:36,840 Because I I think no one in the rest of Paris even knew there 48 00:02:36,840 --> 00:02:39,800 was a footy tournament or cared apart from the people who were 49 00:02:39,800 --> 00:02:43,080 there. And you were like Carb Loading, 50 00:02:43,080 --> 00:02:46,160 sending videos of like Barcelona's victories to the 51 00:02:46,160 --> 00:02:48,960 group chat like you really, really, really cared. 52 00:02:48,960 --> 00:02:51,480 And yet we're in the semi finals again and we're out. 53 00:02:52,920 --> 00:02:55,440 There was, there was one team that took it more seriously than 54 00:02:55,440 --> 00:02:58,480 us, which was uniquely and they had a bunch of ringers from 55 00:02:58,480 --> 00:03:01,200 Poland and they even had a manager and he was like the 56 00:03:01,200 --> 00:03:05,520 Polish Gareth Southgate, he had like a full three piece suit on. 57 00:03:06,800 --> 00:03:09,160 It was pretty legit. And The thing is like we lost to 58 00:03:09,160 --> 00:03:13,280 them first game and after that game we basically won every game 59 00:03:13,280 --> 00:03:15,520 between 7:00 nil and like 15 nil. 60 00:03:15,520 --> 00:03:18,560 So it's frustrating because I think we would have, if we were 61 00:03:18,560 --> 00:03:21,200 a bit more warmed up, we could have won that game and won the 62 00:03:21,200 --> 00:03:23,760 tournament, but once again. Did they win the whole thing? 63 00:03:24,160 --> 00:03:25,520 They ended up winning the whole thing, yeah. 64 00:03:26,040 --> 00:03:27,720 Yeah, it's always the case, right? 65 00:03:27,800 --> 00:03:29,560 No matter how good you are, there's always going to be one 66 00:03:29,560 --> 00:03:32,080 team that's just a bunch of ringers and the B2. 67 00:03:32,440 --> 00:03:33,680 I feel like we're better than them. 68 00:03:33,680 --> 00:03:37,720 We just just had a We just didn't England really. 69 00:03:37,720 --> 00:03:41,040 We just choked when it counted. It's kind of classic to you 70 00:03:41,040 --> 00:03:44,040 because we actually launched a drink in in Paris and the the 71 00:03:44,040 --> 00:03:46,320 main take away seems to be the five side football tournament 72 00:03:46,320 --> 00:03:49,120 that were in the same final. Like maybe let's talk about that 73 00:03:49,120 --> 00:03:50,800 for a little bit. Like how how was the drinks 74 00:03:50,800 --> 00:03:52,560 launch, how was, how was that event? 75 00:03:53,280 --> 00:03:55,200 Yeah, so our drinks event was really good. 76 00:03:55,200 --> 00:03:57,720 It wasn't. I felt like sometimes when we do 77 00:03:57,720 --> 00:04:00,440 these wrecked events, they get super, super crowded and we have 78 00:04:00,440 --> 00:04:04,400 massive queues outside. But I think this was like it was 79 00:04:04,400 --> 00:04:06,800 really busy, but it wasn't like too busy and I don't think 80 00:04:06,800 --> 00:04:09,720 anyone had to queue up for too long and I don't think anyone 81 00:04:09,720 --> 00:04:12,360 was unable to get in. So from that perspective it was 82 00:04:12,360 --> 00:04:14,400 good. I thought the reception to the 83 00:04:14,400 --> 00:04:17,160 drinks was pretty good as well. It's the first I only tried the 84 00:04:17,160 --> 00:04:22,079 drinks out of the cans for the first time 2 weeks ago, and we 85 00:04:22,079 --> 00:04:26,840 just made these flavors randomly in like a random lab on the 86 00:04:26,840 --> 00:04:28,760 coast of England. So you never really know like 87 00:04:29,360 --> 00:04:34,040 how well the reception is going to go, but people seem to like 88 00:04:34,040 --> 00:04:35,640 them. I think there was just one, I 89 00:04:35,640 --> 00:04:38,280 think maybe 2P, two or three people told me that it wasn't 90 00:04:38,280 --> 00:04:41,120 really their thing, but overall the feedback on it was pretty, 91 00:04:41,200 --> 00:04:45,400 pretty strong, I think. And we had a stall at NFT Paris, 92 00:04:45,760 --> 00:04:48,400 the actual Convention Center as well, and we were just handing 93 00:04:48,400 --> 00:04:50,800 out drinks for free. And yeah, it was good. 94 00:04:50,880 --> 00:04:53,000 I I I enjoyed it. I think it was a good, we had a 95 00:04:53,000 --> 00:04:54,800 good buzz about it. I think I feel I'm feeling 96 00:04:54,800 --> 00:04:56,960 pretty good. Yeah, it was definitely a good 97 00:04:56,960 --> 00:04:58,440 mixer. It felt like for the Wreck show, 98 00:04:58,440 --> 00:05:01,520 I think it was the mixer for majority of the drinks and then 99 00:05:01,520 --> 00:05:03,560 some people were drinking it, even at the event. 100 00:05:03,560 --> 00:05:06,240 But we ran out of, we ran out of cans almost like immediately, 101 00:05:06,240 --> 00:05:07,680 right? I think we were slightly under 102 00:05:07,680 --> 00:05:09,040 stocked. Don't worry, we're going to 103 00:05:09,040 --> 00:05:10,840 change that. Got more, more stock. 104 00:05:11,200 --> 00:05:14,160 Yeah, it's weird when you give out things for free that you. 105 00:05:14,160 --> 00:05:16,320 Yeah. It sells out quickly. 106 00:05:17,440 --> 00:05:19,640 I think we had it for literally about an hour and then they were 107 00:05:19,640 --> 00:05:23,240 all gone, both, both days. So clearly, clearly good demand. 108 00:05:23,360 --> 00:05:25,640 I thought Paris was really good. I actually thought Wizard of so 109 00:05:25,640 --> 00:05:28,040 hard, but I could tweet earlier, like talking about the main 110 00:05:28,040 --> 00:05:31,800 takeaways that he was hearing. It does feel like Hudgie 111 00:05:31,800 --> 00:05:35,800 Penguins came up a lot, gaming came up a lot, Portal came up a 112 00:05:35,800 --> 00:05:39,080 lot because obviously that was the round that everyone had been 113 00:05:39,080 --> 00:05:42,200 a part of recently. And then just just a bunch of 114 00:05:42,200 --> 00:05:46,800 VCs I met coming back into the space, a lot of them out of 115 00:05:46,800 --> 00:05:50,640 Asia, it felt like. So it does feel like money is 116 00:05:50,640 --> 00:05:52,840 coming quite quickly back into the space from like an 117 00:05:52,840 --> 00:05:55,640 institutional level and a lot of people interested. 118 00:05:55,640 --> 00:05:57,480 But everyone's just talking about air drops, right? 119 00:05:57,480 --> 00:05:59,240 Like that. That seems to be the the word on 120 00:05:59,240 --> 00:06:01,720 everyone's lips. It's like, oh, which, which, 121 00:06:02,080 --> 00:06:04,400 which NFTS again, Air drops. Which ordinals? 122 00:06:04,400 --> 00:06:08,560 Which, which new like chains again, air drops. 123 00:06:08,560 --> 00:06:10,240 Just feels like everyone's waiting for free money. 124 00:06:11,080 --> 00:06:13,480 Yeah, the air drop meta is something that's really taken 125 00:06:13,480 --> 00:06:16,120 off and there's been a lot of farming and stuff this year as 126 00:06:16,120 --> 00:06:18,240 well. And I guess the difference is 127 00:06:18,400 --> 00:06:21,760 air drops in a bull market are actually worth a lot of money. 128 00:06:21,760 --> 00:06:23,920 Airdrops in the bear market are basically worth 0. 129 00:06:24,280 --> 00:06:27,320 So it is that meta. Now you've seen some sizable 130 00:06:27,320 --> 00:06:30,760 stuff for pudgy Penguins. For example for a few different 131 00:06:30,760 --> 00:06:33,960 projects we had a couple for rec guy and these are all like non 132 00:06:33,960 --> 00:06:37,600 zero events which are which are great because I think if you're 133 00:06:37,600 --> 00:06:39,560 a newcomer into this market and you haven't already made a ton 134 00:06:39,560 --> 00:06:44,760 of money in crypto it's a good way to actually farm money, farm 135 00:06:44,760 --> 00:06:48,000 crypto and make some money without putting up much capital 136 00:06:48,000 --> 00:06:50,560 or or much risk. So I think we will continue to 137 00:06:50,560 --> 00:06:52,760 see this. I think we, you know at times it 138 00:06:52,760 --> 00:06:54,760 feels a bit frothy. It feels like like everyone's 139 00:06:54,760 --> 00:06:58,840 just now just firming into all these token pre sales and you 140 00:06:58,840 --> 00:07:00,920 know aping every single new token that comes and it all goes 141 00:07:00,920 --> 00:07:04,200 up and just kind of feels like this money glitch can't go on 142 00:07:04,200 --> 00:07:05,840 forever and it won't go on forever. 143 00:07:05,840 --> 00:07:08,600 But I still do feel and believe it's early in the cycle. 144 00:07:08,600 --> 00:07:11,000 If you if someone sent out that tweet a while back which showed 145 00:07:11,000 --> 00:07:14,080 like some of the numbers in the in the top of the bull market 146 00:07:14,080 --> 00:07:19,480 and it was just stuff like how Dogecoin DOGE went up 10X in a 147 00:07:19,480 --> 00:07:23,240 day in January 2021 when it was already a billion dollar coin 148 00:07:25,520 --> 00:07:29,520 like AXI, AXI went from 200 million to $10 billion. 149 00:07:29,960 --> 00:07:34,640 FTV in in the space of five months went to $43 billion at 150 00:07:34,640 --> 00:07:37,520 the top like these are crazy crazy crazy numbers that and we 151 00:07:37,520 --> 00:07:40,600 haven't seen anything anywhere near that yet. 152 00:07:40,600 --> 00:07:43,840 I mean we're not even at all all time highs yet on Bitcoin or 153 00:07:43,840 --> 00:07:45,040 wreath. We're far from it still. 154 00:07:45,040 --> 00:07:49,080 So I think that just goes to show how much room, how much 155 00:07:49,080 --> 00:07:52,000 more room there is to run with the market the way it is now. 156 00:07:52,480 --> 00:07:55,800 And yeah, I just think it's going to be, it's going to be an 157 00:07:55,800 --> 00:07:59,560 exciting few weeks still. So maybe let's get into a bit of 158 00:07:59,560 --> 00:08:03,880 the market now because obviously it was, it was a little bit 159 00:08:03,880 --> 00:08:06,160 mixed. I would say you you put it well 160 00:08:06,160 --> 00:08:11,200 on put it well on one of the chats I'm in that ETH has really 161 00:08:11,400 --> 00:08:13,640 broken out recently in the timelines in shambles. 162 00:08:13,680 --> 00:08:16,440 Like it feels as though people are under invested to that 163 00:08:16,440 --> 00:08:20,560 narrative. ETH bitcoins gone to 9.96 you've 164 00:08:20,560 --> 00:08:25,680 seen ETH Solana go back to kind of nought point, is it? 165 00:08:25,680 --> 00:08:26,400 Not? One nought three. 166 00:08:26,400 --> 00:08:28,040 Yeah, not 3 area. Three, yeah. 167 00:08:28,040 --> 00:08:31,560 Yeah. Yeah, It's been quite a move and 168 00:08:31,560 --> 00:08:34,000 I think people were under invested in that move. 169 00:08:35,720 --> 00:08:37,520 But there's clearly strength happening. 170 00:08:37,520 --> 00:08:43,280 I think last week we saw another 500 or so million of inflows 171 00:08:43,280 --> 00:08:48,080 into into crypto products. Thursday and Friday we're both 172 00:08:48,080 --> 00:08:51,120 pretty strong like another 200, three, 100 million, which I 173 00:08:51,120 --> 00:08:54,040 think we'll kind of see every single day at the moment. 174 00:08:54,400 --> 00:08:58,640 Obviously you have GBTC selling happening from from Genesis 175 00:08:58,640 --> 00:09:02,040 right now, but largely we're just going to keep on getting 176 00:09:02,040 --> 00:09:05,240 inflows. I I just don't think it's a 177 00:09:05,240 --> 00:09:07,880 market to fate. I I kind of think you're going 178 00:09:07,880 --> 00:09:12,560 to echo something like that but I it it can funding went higher 179 00:09:12,840 --> 00:09:14,800 on Sunday. I think naturally it does 180 00:09:14,800 --> 00:09:17,600 because a lot of the spot buying is happening on the on the 181 00:09:17,600 --> 00:09:19,760 weekdays at the moment, the vast majority. 182 00:09:19,760 --> 00:09:22,520 So like on the weekend you often see a lot of people getting over 183 00:09:22,520 --> 00:09:27,080 levered and very little follow through spot buying, but you're 184 00:09:27,080 --> 00:09:30,480 seeing just crazy crazy institutional demand every 185 00:09:30,480 --> 00:09:32,960 single weekday at the moment. Yeah. 186 00:09:32,960 --> 00:09:38,200 We had a little bit of weakness last week when the net inflow 187 00:09:38,360 --> 00:09:41,840 into BTCETFS was lower than usual. 188 00:09:41,840 --> 00:09:44,400 And I think I believe we had one day which was an outflow that 189 00:09:44,400 --> 00:09:47,040 was after the holiday weekend. So I do think and believe things 190 00:09:47,040 --> 00:09:50,000 were just a bit slower. And by the end of the week you 191 00:09:50,000 --> 00:09:54,040 had $250 billion inflow on Thursday, you had another 200 192 00:09:54,040 --> 00:09:56,040 and $250 million inflow on Friday. 193 00:09:56,040 --> 00:09:59,000 So we added another half a billion dollars of inflow at the 194 00:09:59,000 --> 00:10:02,400 end of the week and things are pumping again this morning at 195 00:10:02,400 --> 00:10:04,840 the open. And remember, the Tradify guys 196 00:10:04,840 --> 00:10:06,560 will have those info numbers before we do. 197 00:10:06,560 --> 00:10:08,480 Like BlackRock will know what their info number is, like 198 00:10:08,680 --> 00:10:10,320 Fidelity will know what their inflow number is, right? 199 00:10:10,320 --> 00:10:12,720 And especially for BlackRock, when they get their number, they 200 00:10:12,720 --> 00:10:15,840 know they're the biggest buyer of the BTCETF in the market 201 00:10:15,840 --> 00:10:17,480 right now. So that will give them a good 202 00:10:17,480 --> 00:10:19,240 bellwether and what the overall inflows are. 203 00:10:19,240 --> 00:10:24,840 And with crypto pumping at the US Open again right now that 204 00:10:24,840 --> 00:10:27,520 tells me we're probably going to end the day with a good a good 205 00:10:27,520 --> 00:10:30,000 ETF info number. So it's really hard to fade that 206 00:10:30,000 --> 00:10:31,560 and I think we're just going to keep seeing it. 207 00:10:31,640 --> 00:10:34,000 We're going to keep seeing it day after day after day. 208 00:10:34,000 --> 00:10:39,640 I I do think you mentioned you know the timeline not feeling 209 00:10:39,640 --> 00:10:42,600 that great about the ETH Valley. I do think a ton of people 210 00:10:42,600 --> 00:10:47,640 probably sold their ETH for Solana or other things when it 211 00:10:47,640 --> 00:10:50,240 was underperforming for a while. There was a massive like ETH is 212 00:10:50,240 --> 00:10:52,560 dead narrative going around for a long time. 213 00:10:52,840 --> 00:10:56,480 I mean ETH has the the ETF coming up, it has the Denkun 214 00:10:56,480 --> 00:10:59,800 upgrade coming up, you have BLAST coming up right now. 215 00:11:00,000 --> 00:11:02,040 There's a few different narratives for ETH which we 216 00:11:02,040 --> 00:11:04,320 should put it back into favour. And actually funnily enough for 217 00:11:04,320 --> 00:11:07,720 Solana, there isn't really anything that anyone is looking 218 00:11:07,720 --> 00:11:10,480 forward to right now there that is like a short term catalyst 219 00:11:10,480 --> 00:11:12,000 and I'm still really Bush Solana. 220 00:11:12,000 --> 00:11:15,160 I think Solana will outperform ETH this cycle, but as the 221 00:11:15,160 --> 00:11:18,200 market still seems to move in short term matters, right now it 222 00:11:18,200 --> 00:11:21,240 does seem to be all about ETH and I think it will continue to 223 00:11:21,240 --> 00:11:25,280 be as we get into and and get closer to the ETF which is now 224 00:11:25,600 --> 00:11:28,520 less than 90 days away, now something like 8385 days away. 225 00:11:29,080 --> 00:11:32,400 Yeah, it's just under 50 days to the halving and it's just under 226 00:11:32,400 --> 00:11:34,400 90 days to the ETF. I do think the ETF. 227 00:11:34,400 --> 00:11:36,880 So there's some comments by the Valkyrie CIO last week he says 228 00:11:36,880 --> 00:11:39,520 that he doesn't think it's going to be this year. 229 00:11:39,680 --> 00:11:45,480 I do still think it's it's still a 5050 bet and I think as the 230 00:11:45,480 --> 00:11:49,200 more it outperforms the less I like that trade. 231 00:11:49,200 --> 00:11:53,040 I feel like with Bitcoin it was becoming more and more likely, 232 00:11:53,520 --> 00:11:56,520 more and more obvious that it was headed that way and with ETH 233 00:11:56,800 --> 00:12:01,320 I haven't really seen that like it hasn't. 234 00:12:01,320 --> 00:12:07,560 The story hasn't hasn't become more more obvious to me so oh, 235 00:12:07,560 --> 00:12:10,880 it's actually increased. So 82% chance they think it's 236 00:12:10,880 --> 00:12:12,480 going to be done by June 30th, but. 237 00:12:13,080 --> 00:12:17,280 June 30th is not is not May 23rd though, so May 23rd is the 238 00:12:17,280 --> 00:12:19,160 official last deadline, so I wonder if there's some I. 239 00:12:19,320 --> 00:12:20,960 Think I just do it by by quarter. 240 00:12:21,600 --> 00:12:22,240 That's OK. Fair enough. 241 00:12:22,280 --> 00:12:25,400 Fair enough. Yeah, but that I mean that is I 242 00:12:25,400 --> 00:12:28,760 guess, I mean the bid off of there is pretty high. 243 00:12:28,760 --> 00:12:32,960 So it's more about 70%. But I would say I don't know 244 00:12:33,120 --> 00:12:36,880 like that seems like a bet I I wouldn't necessarily bet the 245 00:12:36,880 --> 00:12:41,320 house on but yes it obviously been outperforming ETH. 246 00:12:42,440 --> 00:12:45,880 The ETH futures ETF wasn't really as big a story but I do 247 00:12:45,880 --> 00:12:48,080 think the spot one will be big just because the amount of fees 248 00:12:48,080 --> 00:12:51,920 they can drive drive into it but that that story is becoming more 249 00:12:51,920 --> 00:12:56,760 and more more and more liked we've we've we've it's just more 250 00:12:56,760 --> 00:12:58,920 and more inflows though I just that's the thing I don't think 251 00:12:58,920 --> 00:13:01,280 you have to fight like the narrative of ETH is strong right 252 00:13:01,280 --> 00:13:05,680 now you have a couple of things from the in the LTV ecosystem 253 00:13:05,680 --> 00:13:07,760 including BLAST which is starting to bring some like more 254 00:13:07,760 --> 00:13:10,720 D Gen. Activity back to ETH but it just 255 00:13:10,720 --> 00:13:14,520 has the strongest one But yeah I'm I'm still now that it's it's 256 00:13:14,520 --> 00:13:18,600 starting to outperform so much I am more wary that I'll have a 257 00:13:18,600 --> 00:13:21,200 I'll have a moment where I'll take off that trade for sure 258 00:13:21,200 --> 00:13:25,640 like I moved all my levered trades into EA while back 259 00:13:26,320 --> 00:13:31,840 wherever it was 2500 there but the now it's like above 3K if it 260 00:13:31,840 --> 00:13:36,760 starts head starts to head towards 4K I'll definitely I'll 261 00:13:36,760 --> 00:13:39,680 definitely consider rotating out of that one. 262 00:13:40,080 --> 00:13:43,320 The other stuff that we saw over the weekend in terms of altcoins 263 00:13:43,560 --> 00:13:46,920 gaming coins have had a big big run so we've had a a bunch of 264 00:13:46,920 --> 00:13:50,440 different gaming coins have started to move back up 8 coins 265 00:13:50,440 --> 00:13:53,320 nearly back at 2:00 so 8 coins nearly down at 2X. 266 00:13:53,760 --> 00:13:58,000 You saw a bunch of the OG coins moved overnight so Gala was up. 267 00:13:58,400 --> 00:14:01,600 You've got zai which keeps on hitting new highs up 20% on the 268 00:14:01,600 --> 00:14:05,520 week. Pretty much every single major 269 00:14:05,520 --> 00:14:10,040 gaming coin is is has been having a move a move higher. 270 00:14:10,640 --> 00:14:17,000 You also saw D Fi had a big move over the over the over the week 271 00:14:17,440 --> 00:14:21,160 and that was mainly because there may be a big a big change 272 00:14:21,160 --> 00:14:25,960 in the uniswap fee sharing pool. So this is quite an interesting 273 00:14:25,960 --> 00:14:29,160 one because D Fi as a sector has been largely quite boring for a 274 00:14:29,160 --> 00:14:33,000 lot of its a lot of its coins. And the stories behind them have 275 00:14:33,000 --> 00:14:35,760 not been that bullish, mainly because a lot of them have gone 276 00:14:35,760 --> 00:14:39,440 down the Dow route. Like UNISWAP is a Dow, Lido Dow, 277 00:14:40,080 --> 00:14:45,000 Maker Dow, and they haven't found a way to share the profits 278 00:14:45,000 --> 00:14:47,280 of the protocols of which are the highest. 279 00:14:47,280 --> 00:14:51,560 Often a UNISWAP for example, I think is kind of the second 280 00:14:52,200 --> 00:14:54,920 highest generating Dow, or maybe it's not even #1. 281 00:14:55,600 --> 00:14:59,560 So is Lido makers up there too? But they've never found a way to 282 00:14:59,560 --> 00:15:02,040 kind of give give money back to their users. 283 00:15:02,600 --> 00:15:05,320 It seems as though UNISWAP is now going to go out on a limb 284 00:15:05,400 --> 00:15:11,720 and have some form of a fee sharing protocol potentially. 285 00:15:11,720 --> 00:15:14,760 Now I don't think it was that was proposed by anyone on the 286 00:15:14,760 --> 00:15:17,360 team. Obviously Hayden Allen's leads 287 00:15:17,360 --> 00:15:20,800 UNISWAP as it was proposed by someone in the community, but 288 00:15:20,800 --> 00:15:25,040 the idea is that potentially they may have, they may have won 289 00:15:25,040 --> 00:15:27,280 something. So there was some bullishness. 290 00:15:27,840 --> 00:15:31,360 I think it was yesterday. People have been speculating for 291 00:15:31,360 --> 00:15:36,520 for for a while that Coinbase, so this was a tweet that kind of 292 00:15:36,520 --> 00:15:38,520 went a little semi viral. I was already very bulled up 293 00:15:38,520 --> 00:15:41,320 beneath, but the combo of grill tweet and Uni fee switch has 294 00:15:41,320 --> 00:15:43,600 been thinking a large victory is won on a regulatory side, and 295 00:15:43,600 --> 00:15:47,360 we'll soon find out. So there's some idea that maybe 296 00:15:47,360 --> 00:15:51,400 Coinbase has won a legal fight. You know, it's obviously 297 00:15:51,400 --> 00:15:55,440 fighting the SEC about unlicensed sale of securities 298 00:15:55,880 --> 00:16:00,120 and that might mean that the D5 ecosystem could also be turned, 299 00:16:00,240 --> 00:16:02,560 turned on. So that's been driving a lot of 300 00:16:02,560 --> 00:16:05,400 the D5 coins. Pretty much all the OGD 5 coins, 301 00:16:05,400 --> 00:16:08,000 because a lot of them are O GS were moving up higher. 302 00:16:08,360 --> 00:16:12,120 UNISWAP moved up about I think 75% on the day. 303 00:16:12,600 --> 00:16:15,200 I think it's retraced slightly since then but anything that is 304 00:16:15,200 --> 00:16:19,480 generating fees and was had more like a Dow structure to it where 305 00:16:19,480 --> 00:16:23,600 they hadn't been returning that revenue to to users of the 306 00:16:23,600 --> 00:16:25,600 protocol. They they all had a big move. 307 00:16:25,600 --> 00:16:33,280 So DEFY awoke over the weekend. AII mean world coin had a crazy 308 00:16:33,280 --> 00:16:35,920 move. World Coin moved all the way up 309 00:16:35,920 --> 00:16:43,320 to nearly $100 billion FTV, which was just kind of insane. 310 00:16:44,400 --> 00:16:48,160 I think I saw today, which I put in the minutes, is that the 311 00:16:48,160 --> 00:16:53,560 World Coin FTV actually eclipses the valuation of Open AI. 312 00:16:55,120 --> 00:16:59,200 Open AI is looking to raise I think at around 80 billion FTV 313 00:17:01,000 --> 00:17:06,400 and World Coins at 90. So that is kind of and obviously 314 00:17:06,400 --> 00:17:08,800 Sam Altman is linked to both projects. 315 00:17:08,800 --> 00:17:11,960 This was actually talking about how World Coin is like a multi 316 00:17:11,960 --> 00:17:13,760 generational opportunities are the short. 317 00:17:14,200 --> 00:17:17,960 But I it does just show that AI in this market is just having 318 00:17:17,960 --> 00:17:23,839 absolutely crazy valuations kind of detached from from reality 319 00:17:23,839 --> 00:17:26,000 that it feels very much like the last bull market. 320 00:17:26,000 --> 00:17:28,280 What's going on? AII don't know if you agree. 321 00:17:29,280 --> 00:17:34,200 Yeah, just I I've even seen some AI coins from last cycle that 322 00:17:34,200 --> 00:17:36,760 are just doing crazy, crazy numbers right now. 323 00:17:36,760 --> 00:17:40,600 But it's just it's just a game of narrative and attention and 324 00:17:41,320 --> 00:17:43,040 with all the AI stuff that's happening, people are just 325 00:17:43,040 --> 00:17:48,000 pushing AI coins. Meme AI meme, AI meme coins, if 326 00:17:48,000 --> 00:17:50,200 that makes sense. And. 327 00:17:50,600 --> 00:17:51,680 AI meme coins. That's the other one. 328 00:17:52,000 --> 00:17:55,080 Yeah, world coin. Just world coin just was. 329 00:17:55,080 --> 00:17:57,160 I mean, in hindsight, it now looks like one of the most 330 00:17:57,160 --> 00:17:59,480 obvious plays and it was a heavily shorted and heavily 331 00:17:59,480 --> 00:18:02,040 hated coin as well. So that just adds more fuel to 332 00:18:02,040 --> 00:18:05,400 the fire I think. Yeah, World Coin doesn't make 333 00:18:05,400 --> 00:18:06,440 any sense. They have got some unlocks 334 00:18:06,440 --> 00:18:10,000 coming up, but yeah, that's it's been a crazy move. 335 00:18:10,000 --> 00:18:13,000 Maybe it keeps going like it is still most hated as it moves up. 336 00:18:13,000 --> 00:18:15,400 Everyone's continues to think this has gone too high. 337 00:18:16,440 --> 00:18:19,080 This is Rally. The most hatted rally, yeah, 338 00:18:20,400 --> 00:18:23,000 nearly 100. A 100 billion would be wild. 339 00:18:23,000 --> 00:18:28,040 Like that's 1 1/2 times what Solana is, obviously. 340 00:18:28,040 --> 00:18:30,840 The other thing I think people focus on is this EPBC rally that 341 00:18:30,840 --> 00:18:33,880 we kind of already spoke upon. Crap hold document, an absolute 342 00:18:33,880 --> 00:18:35,920 stunner that does like an interesting chart doesn't it 343 00:18:35,920 --> 00:18:38,440 like it does feel like we're now breaking out over a long long 344 00:18:38,920 --> 00:18:43,520 term issue for for ETH, we're at now a bit of a critical time. 345 00:18:43,520 --> 00:18:45,560 I think for it we'll see how that goes. 346 00:18:45,560 --> 00:18:50,320 I do think ETH is going to is going to hit all time high round 347 00:18:50,320 --> 00:18:53,000 about the time of the halving. Like I just don't see how it 348 00:18:53,000 --> 00:18:56,000 doesn't with this this number of inflows and and like the 349 00:18:56,000 --> 00:19:00,800 narrative picking up there was some there was some talk today 350 00:19:00,800 --> 00:19:03,240 that you know the search trends are now starting to pick up 351 00:19:03,480 --> 00:19:06,920 again across crypto. So altcoins it's starting to 352 00:19:06,920 --> 00:19:13,600 pick up again back to kind of 2020 levels by crypto has not 353 00:19:14,160 --> 00:19:17,320 and coin market cap is starting to pick up but like we're going 354 00:19:17,320 --> 00:19:20,280 from a very low base. So I we've still got a way to 355 00:19:20,280 --> 00:19:23,440 go. I I feel like Coinbase volume 356 00:19:23,600 --> 00:19:27,040 retail volumes are still kind of tiny but this is this is a sort 357 00:19:27,040 --> 00:19:29,480 of chart you can be like wow this could this could really 358 00:19:29,480 --> 00:19:32,600 explode in the same way that it did in 2020 again if if people 359 00:19:32,600 --> 00:19:35,280 kind of come back to the market and I think that could drive us 360 00:19:35,280 --> 00:19:39,560 to just to just crazy levels in terms of what's going on in in 361 00:19:40,240 --> 00:19:44,440 in NFTS as we spoke about it does feel as though the AirDrop 362 00:19:44,440 --> 00:19:46,960 meta is driving a lot of NFTS at the moment. 363 00:19:47,320 --> 00:19:54,000 Creeps are up to five ETH now portal trading at 3 billion FTV 364 00:19:54,360 --> 00:19:56,760 is kind of nuts. Kangpai Panda isn't now at 12 365 00:19:56,920 --> 00:19:58,600 ETH. Oh sorry, can't fight. 366 00:20:00,120 --> 00:20:02,440 And the the pandas playing at 3.60. 367 00:20:02,440 --> 00:20:05,960 So huge move there. I saw ice bags tweeting about 368 00:20:05,960 --> 00:20:08,040 different air drops potentially for them going forward. 369 00:20:08,320 --> 00:20:10,960 So APC have had a few different air drops, even record I've had 370 00:20:10,960 --> 00:20:15,040 a few different. It has the sinkers thing, but it 371 00:20:15,040 --> 00:20:17,280 feels as though air drops is driving a lot of what's going on 372 00:20:17,320 --> 00:20:19,720 in NFTS. But the big thing to talk about 373 00:20:19,720 --> 00:20:21,520 over the weekend was what was going on in ordinals. 374 00:20:22,560 --> 00:20:26,320 Ordinals just just hitting absolutely crazy levels at the 375 00:20:26,320 --> 00:20:30,400 moment. I think the the node monkeys are 376 00:20:30,400 --> 00:20:38,560 now naughty .4 Bitcoin, so just over 20 K Bitcoin puppets nearly 377 00:20:38,560 --> 00:20:44,520 at 9 K you know these are these are proper proper levels and the 378 00:20:44,720 --> 00:20:48,360 the I saw today the Bitcoin shrooms are nearly at like 190 K 379 00:20:48,360 --> 00:20:50,880 floor. So those are the things that I 380 00:20:50,880 --> 00:20:54,200 saw in Sotheby's the other day. So you're seeing all these top 381 00:20:54,200 --> 00:20:57,880 or like if I go through the floor price of all NFTS tracked 382 00:20:57,880 --> 00:21:02,040 on degens ordinals are now making up a lot of the top 15. 383 00:21:02,120 --> 00:21:04,320 They're making up five of the top 15. 384 00:21:04,320 --> 00:21:06,920 And those are actually ones that you may have even heard of. 385 00:21:06,920 --> 00:21:10,440 Some of these like are kind of obscure ones, but Bitcoin 386 00:21:10,440 --> 00:21:14,480 shrooms, OMB, ordinal. I don't know what a nordal 387 00:21:14,480 --> 00:21:17,960 Penguin is, but that's what they're we call dam files. 388 00:21:18,000 --> 00:21:22,240 Like Node Monkeys. It's amazing how bad the Solana 389 00:21:22,240 --> 00:21:25,440 NFTS are and to be honest with you, that ecosystem as well 390 00:21:25,440 --> 00:21:28,040 after such a strong end and start to the year. 391 00:21:28,040 --> 00:21:32,240 But the only thing in the top 25 are mad lads and even then 392 00:21:32,240 --> 00:21:36,680 that's ranked 24th out of a slew of heath and and ordinals. 393 00:21:36,680 --> 00:21:38,920 Heath projects and ordinals. Yeah. 394 00:21:38,920 --> 00:21:41,840 So what I would say about this list is a lot of them are very 395 00:21:41,840 --> 00:21:44,720 small collections, like a lot of the reason why they're hot. 396 00:21:44,840 --> 00:21:47,440 This isn't a market cap list. So it's quite difficult to work 397 00:21:47,440 --> 00:21:52,720 out whereas but it is, yeah, it is very, very interesting like 398 00:21:52,720 --> 00:21:59,560 how how Bitcoin is taking a lot of that small supply, premium 399 00:21:59,560 --> 00:22:04,360 style NFTS and just a crazy move like if you're involved in any 400 00:22:04,360 --> 00:22:07,800 of these, I think largely this is also linked to the AirDrop 401 00:22:07,800 --> 00:22:09,640 meta. So a lot of airdrops are 402 00:22:09,640 --> 00:22:11,520 happening right now. Remember there's this new 403 00:22:12,160 --> 00:22:16,200 there's this new protocol for a fungible token happening on on 404 00:22:16,200 --> 00:22:20,360 Bitcoin which is this ruined thing that Casey Casey 405 00:22:20,360 --> 00:22:23,320 Brodermore's coming up with and they are very similarly going to 406 00:22:23,320 --> 00:22:26,040 be air dropping it to all the top NFT collections. 407 00:22:26,040 --> 00:22:30,040 So part of what's driven what's happened in in puppets and and 408 00:22:30,040 --> 00:22:34,640 what's happened in in No Monkeys is that these are now cementing 409 00:22:34,640 --> 00:22:37,800 themselves as the top projects on ordinals and that means they 410 00:22:37,800 --> 00:22:39,800 are the most likely to get the NFTS. 411 00:22:39,800 --> 00:22:41,360 It's kind of what we've seen what happened with pudgy 412 00:22:41,360 --> 00:22:43,640 Penguins sorry get these air drops. 413 00:22:43,640 --> 00:22:45,280 It's kind of what we've seen happen with pudgy Penguins. 414 00:22:45,280 --> 00:22:47,320 So that just keeps on driving them higher. 415 00:22:47,960 --> 00:22:50,720 I I think that could keep happening too. 416 00:22:50,840 --> 00:22:54,080 Like if you own these, I think you're going to keep on getting 417 00:22:54,080 --> 00:22:56,760 air drops just because of the the amount of things that have 418 00:22:56,760 --> 00:22:59,800 been built on Bitcoin at the moment and they want to onboard 419 00:22:59,800 --> 00:23:03,760 communities like that. So it feels like if you own some 420 00:23:03,760 --> 00:23:07,000 of the top ones in terms of traded, you're going to get a 421 00:23:07,000 --> 00:23:10,360 bunch of different air drops. Yeah, it. 422 00:23:10,440 --> 00:23:14,520 I mean, there are just so many pockets of things that are 423 00:23:14,520 --> 00:23:16,680 rallying right now. ETH NFTS are rallying. 424 00:23:16,720 --> 00:23:19,720 Ordinals are rallying. Meme corn stay are rallying. 425 00:23:20,000 --> 00:23:22,480 D5 projects are rallying, gaming is rallying. 426 00:23:22,840 --> 00:23:24,520 Ether's rallying, Big corn is rallying. 427 00:23:25,480 --> 00:23:28,280 Like the entire space. We've talked about how it's felt 428 00:23:28,280 --> 00:23:32,280 very hot potato ish for a while, but really in the last truly in 429 00:23:32,280 --> 00:23:35,000 the last two or three days, the entire space is is. 430 00:23:35,160 --> 00:23:37,600 I mean the only thing that hasn't really rallied once again 431 00:23:37,600 --> 00:23:39,720 is Solana, but I expect that's going to catch up soon. 432 00:23:39,720 --> 00:23:43,280 I think that's prime that looks now, looks prime to catch up 433 00:23:43,280 --> 00:23:44,720 with everything else. But yeah, it does feel like 434 00:23:44,720 --> 00:23:47,320 everything is starting to move now, which is good to see. 435 00:23:47,320 --> 00:23:50,160 And if we keep getting those Bitcoin inflows, I think it's 436 00:23:50,160 --> 00:23:52,800 going to keep pushing stuff higher and higher and higher. 437 00:23:53,200 --> 00:23:56,920 But as you mentioned funding is is also high. 438 00:23:56,920 --> 00:23:58,400 So I think it's going to be volatile as. 439 00:23:59,200 --> 00:24:01,520 Well, funding is high, so you get these like Wicks and you got 440 00:24:01,520 --> 00:24:02,640 to be very, very careful about it. 441 00:24:02,640 --> 00:24:05,200 It did come down actually over the course of the Today it's 442 00:24:05,200 --> 00:24:10,880 it's it's gone back up for Solana but but for Bitcoin and 443 00:24:10,880 --> 00:24:14,760 for ETH I mean it will go on the heat map because it's probably 444 00:24:14,760 --> 00:24:17,080 the best way to show it to people but or yesterday 445 00:24:17,080 --> 00:24:19,560 afternoon I took off a bunch of the lever trades because it like 446 00:24:19,560 --> 00:24:25,480 you had 50% funding for each 4:00 PM yesterday 65% for salon 447 00:24:25,480 --> 00:24:28,320 like that that's very high. We're now back down to look 448 00:24:28,920 --> 00:24:34,880 about half of those levels so it did peak but yeah you you've got 449 00:24:34,880 --> 00:24:38,680 to you've got to appreciate that people are again over their skis 450 00:24:38,680 --> 00:24:41,040 slightly on in terms of like leverage here. 451 00:24:42,160 --> 00:24:44,160 The other big thing that that happened on Friday was you had 452 00:24:44,160 --> 00:24:48,080 the ending of the the Blast competition. 453 00:24:48,360 --> 00:24:53,200 They picked 47 winners. I think I went into it. 454 00:24:53,200 --> 00:24:56,920 What was it, 25th? I went into it the day before 455 00:24:56,920 --> 00:24:59,040 maybe. But yeah, there was a bunch of 456 00:24:59,040 --> 00:25:01,680 different projects that won the blast competition. 457 00:25:02,000 --> 00:25:04,400 There was one RUG. It looked like Risk on Blast 458 00:25:04,400 --> 00:25:07,280 became the first project to RUG for over a million. 459 00:25:07,280 --> 00:25:09,640 And there was some heat on the timeline for because I think 460 00:25:09,640 --> 00:25:12,360 there's been a lot of shilling of of blast projects. 461 00:25:13,200 --> 00:25:14,480 What what do you think of that whole leakage says? 462 00:25:14,480 --> 00:25:16,080 I know you're big into BLAST, but what do you think of all the 463 00:25:16,080 --> 00:25:19,120 different projects launching? I just think it's amazing how 464 00:25:19,120 --> 00:25:22,080 many projects are launching. They they received over 3000 465 00:25:22,080 --> 00:25:26,280 applications for something that's been just in test net and 466 00:25:26,560 --> 00:25:29,920 main net launching in the next few days or possibly even a 467 00:25:30,320 --> 00:25:32,520 little bit later. But I think it will do really 468 00:25:32,520 --> 00:25:35,040 well. I just think we all know this 469 00:25:35,040 --> 00:25:37,960 but a lot of crypto doing well is just about how things are 470 00:25:37,960 --> 00:25:39,480 marketed and having the right people involved. 471 00:25:39,480 --> 00:25:41,920 And you may build the the most amazing thing, but if you don't, 472 00:25:41,920 --> 00:25:43,560 if you're not getting the right eyes on it and you're not 473 00:25:43,560 --> 00:25:46,000 getting the right participants in it, it's not going to do 474 00:25:46,000 --> 00:25:48,360 well. It feels like BLAST has done 475 00:25:48,360 --> 00:25:52,080 that stuff well in the past and they have the right kind of KOLS 476 00:25:52,080 --> 00:25:53,280 involved. I mean just look at some of the 477 00:25:53,280 --> 00:25:56,280 judges who are part of this Big Bang competition, right. 478 00:25:56,280 --> 00:25:59,280 It's some of the the most OG people in in crypto to better. 479 00:25:59,280 --> 00:26:03,480 So I think they are going to, I think it's going to do well. 480 00:26:03,880 --> 00:26:06,720 You have to be careful because we don't know some of these new 481 00:26:06,720 --> 00:26:08,880 projects or the teams behind them and you've already had one 482 00:26:08,880 --> 00:26:10,200 rug. So it's just like anything in 483 00:26:10,200 --> 00:26:12,280 crypto, it's definitely buy everywhere. 484 00:26:12,280 --> 00:26:15,800 But I do think when this launches in the in the next few 485 00:26:15,800 --> 00:26:18,360 days, it's going to take up a lot of focus and just don't 486 00:26:18,360 --> 00:26:23,560 forget like the $2 billion of ETH lots in last right now that 487 00:26:23,560 --> 00:26:26,400 unlocks and maybe a lot of that will stay and go into some of 488 00:26:26,400 --> 00:26:28,360 these projects in the ecosystem, maybe some of it will come out, 489 00:26:28,360 --> 00:26:30,760 but that's a ton of liquidity that's just going to be 490 00:26:30,760 --> 00:26:33,320 available to the market, not to mention all the liquidity that 491 00:26:33,320 --> 00:26:36,120 we're going to get from the portal AirDrop and the portal 492 00:26:36,120 --> 00:26:41,840 tge on on Thursday as well. So there is just everyone in 493 00:26:41,840 --> 00:26:45,600 this market has made a lot of money in the last few weeks or 494 00:26:45,600 --> 00:26:46,760 the first few weeks of this year. 495 00:26:47,040 --> 00:26:50,120 And there are more and more and more airdrops that are coming 496 00:26:50,120 --> 00:26:53,400 that are all worth something and all worth a lot and just 497 00:26:53,400 --> 00:26:55,240 liquidity is continuing to increase. 498 00:26:55,240 --> 00:26:59,040 So it's really hard not to just be bullish overall ecosystems 499 00:26:59,040 --> 00:27:01,760 here I think. You bullish on any of these in 500 00:27:01,760 --> 00:27:06,360 particular? Yeah, I thought the fantasy, the 501 00:27:06,360 --> 00:27:07,800 fantasied up top thing was interesting. 502 00:27:07,800 --> 00:27:10,080 I was playing around with that yesterday where you can like 503 00:27:10,080 --> 00:27:14,480 pick Twitter profiles and you're basically gambling on like, I 504 00:27:14,480 --> 00:27:16,480 don't know what the exact metrics are, but you can have 505 00:27:16,480 --> 00:27:17,840 some kind of like engagement score. 506 00:27:18,480 --> 00:27:20,000 I hope that's kind of an interesting one. 507 00:27:20,000 --> 00:27:22,120 They obviously have the usual deckses and stuff. 508 00:27:23,280 --> 00:27:26,240 Yolo games, is, is, is, maybe that's one that's interesting. 509 00:27:28,120 --> 00:27:30,640 There's a couple of you have Thrust I think will be the main 510 00:27:30,640 --> 00:27:32,680 decks, but you have Blaster swap as well, which will be another 511 00:27:32,680 --> 00:27:34,880 decks. There's a bunch of different 512 00:27:34,880 --> 00:27:35,680 stuff, you know, we have there's. 513 00:27:36,000 --> 00:27:38,960 A lot of new stuff, isn't it? It's kind of amazing like these, 514 00:27:38,960 --> 00:27:41,400 and I mean some of them you've heard of, right? 515 00:27:41,400 --> 00:27:43,680 Like bananas obviously moved on to it. 516 00:27:43,680 --> 00:27:47,200 I think NFT Perp has moved Wasabi's move, which are like if 517 00:27:47,200 --> 00:27:49,320 you're in the NFT space, you kind of have heard of. 518 00:27:49,320 --> 00:27:51,600 But a lot of these are just like these central games as well as 519 00:27:51,600 --> 00:27:53,560 another one. But a lot of these aren't 520 00:27:53,600 --> 00:27:57,240 completely new, so a lot of people aren't familiar with 521 00:27:57,240 --> 00:27:58,720 them. There's obviously now going to 522 00:27:58,720 --> 00:28:02,720 be this whole play that you can pretty much join any single one 523 00:28:02,720 --> 00:28:05,360 of these and get some form of points for getting involved with 524 00:28:05,360 --> 00:28:06,920 some form of airdrops going to be coming. 525 00:28:06,920 --> 00:28:08,440 These are all going to have a new token. 526 00:28:08,720 --> 00:28:14,160 It feels like four blast, so it's worth you know it's worth 527 00:28:14,160 --> 00:28:16,240 looking through these and and even the runners up like there's 528 00:28:16,320 --> 00:28:18,360 there's a ton of different stuff that's going to be built here. 529 00:28:18,760 --> 00:28:21,160 So I think it's worth worth going through. 530 00:28:21,160 --> 00:28:23,920 I do think the attrition rate is going to be very, very, very 531 00:28:23,920 --> 00:28:27,360 high. You know it's not often launched 532 00:28:27,360 --> 00:28:33,080 with how many perp decks is 123456 different perp decks. 533 00:28:33,080 --> 00:28:38,520 It's one you know and then another five spot decks is one 534 00:28:38,920 --> 00:28:44,080 another what 7 lending companies one like generally there's one 535 00:28:44,080 --> 00:28:47,960 main leader on some of these chains so you have to be aware 536 00:28:47,960 --> 00:28:52,280 that you know a lot of these the effort to to bag ratio I think 537 00:28:52,280 --> 00:28:56,400 could be quite low unless you're playing them all or you've got 538 00:28:56,400 --> 00:28:58,800 to have quite a good understanding of what might what 539 00:28:58,800 --> 00:29:02,920 might be the stuff that that continues but yeah there's 540 00:29:02,920 --> 00:29:06,120 there's going to be millions made I'm sure playing this game 541 00:29:06,200 --> 00:29:08,960 correctly. OK. 542 00:29:08,960 --> 00:29:11,880 Look, I think that's it for for what's been going on going on in 543 00:29:11,880 --> 00:29:15,200 the market, what how's, how's everything doing right now. 544 00:29:16,040 --> 00:29:18,920 Pretty good. Like bitcoins about to hit 53 K 545 00:29:18,920 --> 00:29:24,560 If it's not hit there already. Ether's at 3150, Seoul's at one 546 00:29:24,560 --> 00:29:26,520 O 5. I mean even. 547 00:29:26,520 --> 00:29:31,240 Some of the meme comes Pepe's at the highest level it's been for 548 00:29:31,400 --> 00:29:33,560 at least three months. I think it's it's Pepe. 549 00:29:33,680 --> 00:29:38,240 Pepe's almost at mid $600 million market cap. 550 00:29:39,080 --> 00:29:41,760 Wow, so a big move in a bit. Moving, yeah. 551 00:29:42,240 --> 00:29:44,680 But big move in a bunch of different coins right now. 552 00:29:45,720 --> 00:29:47,240 Yeah, Dog with hats move back up. 553 00:29:47,240 --> 00:29:49,080 Pepe's move back up. Orbits moved up. 554 00:29:50,280 --> 00:29:52,240 Ape. Yeah, things are getting full 555 00:29:52,240 --> 00:29:52,840 scent. You're right. 556 00:29:52,840 --> 00:29:55,080 Like this is one of the few times where it feels like 557 00:29:55,560 --> 00:29:57,400 there's very few things which are lower. 558 00:29:58,440 --> 00:30:00,240 Yeah. Everything is rallying. 559 00:30:00,640 --> 00:30:02,120 There's a lot of money coming into the space. 560 00:30:02,120 --> 00:30:05,960 You just can't really fade it. Just got to be aware of like 561 00:30:05,960 --> 00:30:08,520 being slightly over your skis sometimes. 562 00:30:08,520 --> 00:30:10,040 But yeah, you just can't really fade this. 563 00:30:10,600 --> 00:30:12,080 We are going much, much, much higher. 564 00:30:12,960 --> 00:30:14,960 All right, guys. Well, thank you for tuning in. 565 00:30:16,040 --> 00:30:18,520 I know this was, this was a shortened show. 566 00:30:19,120 --> 00:30:21,600 We will be doing the rollover spins with Robert tomorrow. 567 00:30:21,600 --> 00:30:23,280 I think we've got a ton of money. 568 00:30:23,280 --> 00:30:25,640 We're actually giving away tomorrow, if I remember 569 00:30:25,640 --> 00:30:28,040 correctly. But yeah, thanks for tuning in 570 00:30:28,040 --> 00:30:29,000 and we will see you tomorrow.