Yo-yo, what up? What up?
Good morning. Good morning, GMG.
Oh, the kid is back, baby. Whoa, what?
Just hit me. God, leave.
Oh I feel like I let you all down yesterday with that weak
ass intro. My Lord.
Wednesday is it Wednesday it is Wednesday December 11th, 2024
Four four look at that another beautiful day to have a
beautiful day. I got my coast in the house.
Tyler, Tyler Tyler with an AITAILER.
Good morning, brother. How are you doing today?
I'm doing well. I feel finally recovered from
Miami in Art Basel. And then I woke up this morning
and everything was great, so I felt even better.
So we're having a very good. Day we are, we are.
I mean, yeah, the feeling our moods are probably like directly
correlated to, to the market at this point, right?
Definitely there's at least some, like not fully anymore for
me, but like there's definitely somewhat of a correlation,
right? The red days aren't that bad and
the green days are really, really good.
So like, like I'll, I'll take the trade off.
Yeah, even even like a little bounce like you're like you're
for it, you know what I mean? But anyways, look, looks like
we're back on on video audio working today.
Yesterday nothing worked yesterday.
This was weird because like not only where we wrecked, I mean I
was completely obliterated in terms of like energy and I was
sick as fuck, but also the market was red and also stream
yard wasn't working. So it was it was quite the day.
What we mean? Oh, I muted myself on spaces.
Sorry, spaces is working false alert.
My bad. I was like, dude, really is a
problem today again. Anyways, we're here.
Do me a favor, everyone give us some retweets, give us some
love. I'm opposed to broadcast link
right now. We are super fucking back since
yesterday within the robots loop Boston.
We're going to do it again today.
So anyways, today on the show today today we got we got a busy
show today. Oh my, we got a busy show today.
So we got a market report, but we don't have Mando, so we're
going to do markets. Tyler and I I mean, it's pretty
simple. We bounced.
That's pretty much the market. We're going to have Tyler's top,
you know, a lot of stuff we can talk about yesterday, so top
whatever. I think you have a lot to cover
today. We'll dig a little deeper into a
few things. Tyler and I got some beef, so we
got to settle on this on the show and then.
I just can't stop talking shit on on on the group chat and and
then we're going to settle. I just love it, dude.
I I think I don't mean half the things I say.
I just love doing it. So but we are going to settle
something on the show today and then or not or not.
And and then we have puff paw Puff was one of our our sponsors
for the month also still coming on the show today to chat about
what they've they're building, what they've done.
Actually, it's kind of impressing, impressive the
amount of vapes these motherfuckers have sold.
It's pretty wild. Met them in Korea during our
event and I think we're also in Japan, but, and I know a bunch
of my friends seated it. I was invited to that round.
But anyways, they did good. They did really good.
And then last but not least, two robot loot box spins, not one
because we missed yesterday due to technical difficulties.
And last but not least, our show is powered by not one.
We're two awesome companies, Galaxies with seamless built in
monetization tools. Galaxies enables development of
sustainable long term communities fulfilling big
conservation of the centralized freedom and independence from
centralized control. Also there are people who are
behind the Trump NFTS like they powered that stuff for real, for
real. And then last but not least,
Fair Side Network. Every day we see people's
wallets get drained. Fair Side is about to launch a
fair alternative to insurance for crypto scams.
Check out Fair Side Network on X if you get drained you won't get
wrecked and the privilege the privilege is anyways anyways.
Anyways, Tyler I'm just going to go straight to your Jingle today
because we don't got Manda 4 daily NFT and crypto analysis.
Tyler D on FOMO our calls the kid can't.
Great to bash some bears folks. Crypto majors are green and
soaring. After a good CPI report, it
looks like a rate cut is coming next week.
Those odds are up to 95%. Bitcoin is almost back at 100 K
99992 is what I see on the board.
Wow. So we might, we we might be
crashing through it here very shortly.
Tyler, you know how I just said I wouldn't change my PFP on this
as a Penguin peers? Yes. 6 seconds ago yo.
Sorry to sorry to interrupt you here brother.
It was worth that interruption, that thing is that.
Is like the fine timing. Yes, that is insane.
Is that the monrap Penguin? That son of a bitch.
I used to put the moguls on that bitch.
Hey, I'm going to PFP that first year anyways, Tyler, right back
to sorry. That was like whoa, whoa, this
is like an honor right there. Anyway, right back to you.
No, Yeah, that was that was worth it.
So folks, Binance and Circle have been in a strategic
partnership to accelerate global USDC and crypto adoption.
Somewhat notable, they chose USDC, not USDT or their Binance
USD token. Ripple stablecoin also received
final approval from the NYDFS yesterday.
It's currently in test mode on Ethereum and XRP Ledger.
I believe. XRP somewhat pumped because that
news it's up 11%. Microsoft shareholders did vote
against buying Bitcoin for the tech giant's balance sheet.
Yesterday. Goldman Sachs CEO said they
would evaluate entering crypto markets if regulators permit.
And it looks like regulators are going to permit that.
So that's going to be a huge player potentially entering
soon. And then Bloomberg editorials
shared a story yesterday calling a Bitcoin reserve the biggest
crypto scam yet. So we haven't convinced everyone
just yet, folks. There are still some dissenters
out there in the AI space. Overall AI mark cap up 11% to
8.7 billion. We saw AI16Z flip GOAT.
Fart Coin rallied to hit 500 million overnight.
So a big night for FART Coin. ARC was a new token that debuted
and ran that to 4050 million leading volume on Solana.
We saw Y Combinator drop of thesis that AI agents will flip
SAS as a vertical in the near future and then A16Z.
Their 2025 forecasts show them leaning in heavily to
decentralized AI. So this is everywhere in NFT
meme news. Magic keens ME token.
It did go live yesterday. It's on Binance, it's on
Coinbase. It fell into the low force, had
an insane rally early evening last night.
It went all the way over 9 and then settled around 5:25 this
morning. So quite the roller coaster on
me. Meme coin majors.
Let's take a look at the board here.
They're probably flipping green. Yes folks, they are green.
Everything up about four to 10% here.
Arc, Mana, Paddo are some of the top members when I checked this
morning. Shout out to Rekt.
Rekt 9 figure token these days across 100 million last night.
That's a big milestone. Shout out to the rec boys out
there. Ethan and a tease.
They are mixed. Pudgy is pulling away from the
pack, folks. They're at 25 ETH here this
morning. A little Pudgy's at all time
high. Pudgy rocks at all time high as
well. Bitcoin NT leaders are mostly
green as well. Runes also very green.
That dog token got to give it to him 930 million.
Right. So they're closing in on a
billion as well. Wow, that is that is quite the
roundup. We definitely have a lot to talk
about. Just quickly, quick little,
quick little, yes, yes, quick little interruption here on the
show. PP.
What up, man? What's up brother, You doing all
right? We're good, dude.
Literally, I told Tyler as we opened the show.
I'm like dude if I get a custom Pezzi Penguin I'm going to
change my PFP. And.
I swear to God it's on the record and then I open the
timeline to post a broadcast thing, which you post in our own
video. Y'all, if you're listening and,
and here you are posting this thing dude, you're the best.
Oh my God, I'm tripping. I'm I'm adding a few more things
to it. I'll get you HQ version over.
But yeah, dude, I just wanted to show some support.
You've always been a huge support of us and just treated
us like family, like every single time we come to our house
and just love you brother. Appreciate you man.
Appreciate you guys. We're big fans here.
Love you guys and can't wait to work with you guys a lot more
myriad of markets. The pudgy Penguin prediction
markets are live. The first company that we ever
partnered with is you guys and on top of that, we'll be
launching on abstract very soon. So excited, brother.
Thank you, thank you, thank you means the world to me.
Thank you so much. Absolutely.
I got to get back to work. Take your time later.
Time baby. I love that dude.
This is fucking awesome. Hell yeah.
Add a few things, some muggles and stuff, get the HD.
Well, I might might. I guess that's going to be the
my wave 2 PFP. Wave one was dark Farms one.
Wave 2 is going to be the Pudgy with the Moggles on.
I just, I just have to add the Moggles at this stage because
it's disrespectful. I haven't had a Moggles PFP.
And there we go, 100K Bitcoin. You'd love to see that, Tyler.
It has officially been reclaimed as well.
Anyway, So where do we even start?
I mean, I guess let's start with the majors, right, Tyler?
Let's start with the with the market.
Nice little rebound across the board.
Nice rebound. There we go.
We so Walter Bloomberg, he he shared the CPI stats this
morning. So it looks like everything came
in right on the nose, right on predictions.
So wasn't like crazy good, but but nothing bad.
So it was just a good consensus meeting outcome there.
I think the the headline is that we are probably going to see the
rate cuts next week at FOMC. So the market seems pretty
certain of that. Stocks open green this morning I
saw and of course not crypto majors pumping and sole leading.
Well, technically if we're considering Ripple, XRPA major
XRP is leading. It's up 1112%.
'Cause it had some more good news yesterday right out of
nowhere was like XYUSD or something.
Yeah, their stable coin got regulatory approval from the New
York Department of Financial Services, which is a pretty
strict regulating body. I, I used to deal with them in
my, I went to year. So yes, probably the most strict
of the governing agencies. So that's a pretty big approval
that they got and I think that's certainly the market reacted to
that. Wow, so 140 billion now XRP,
it's gone at one O 8. So they've got a solid 2530%
lead. So wow, it's about to flip
tether again. The the daily It's so over,
we're so back. So what was the low on Bitcoin?
The low on Bitcoin I mean Bitcoin was not even touched
that look at the beautiful 100K look 100 thousand 00000000.
I mean is it it's so beautiful to watch like it's just straight
up just hundred 100K. You know you know the vibes this
how we do it. You know we are so back so so
back. So the low was what, 94 ish?
Yeah, So I didn't get crazy low. I mean, that's still. 94. 8-9
percent pull back from peaks. It hit one O 3 right?
So 9% dip liquidated 3 billion in a handful of days.
Again mostly on on alts, which I mean alts did get annihilated
which is why it was so painful for so many folks.
We saw 20% pull backs. Yeah, people got people.
That thing got right pretty bad yesterday.
I mean, the liquidation's a little better now.
Now it's, you know what the good thing about the way up now is,
is bears getting liquidated. And the thing with bears that
they actually deserve it. So it's, you know, obviously.
So bears get liquidated, sorry, not sorry.
Bulls getting liquidated also kind of sorry, not sorry.
Maybe, you know, chill with the levy a little bit, but you know,
if if everyone got liquid on like a 20% move down too, Like
it's not, it's not a big pull back in the bull market when you
think about it. So maybe be careful.
I'll just spot memes and chill. Speaking of which, Tyler, how
are memes doing? Yeah, memes looking pretty good
here this morning. So Doge is back up 5% leading
the way. She she was up 9%.
Pepe 2 with with is up 7% solidly.
I mean with and Bonk are both of the same.
So they're they're clearly like going neck and neck right now.
They're both right, $3 billion. Mark Mog up a percent at 1.3.
Popcat up 11%. It's hanging out.
So it's at 1.2. It's not in the top 100 anymore.
So it did fall out of the top 100.
So did Peanut in this recent alt rally and those two have been
lagging a bit. One of the big movers out of
nowhere, Turbo. Turbo is up 36% at 830 million.
I don't know. What do you mean?
I know I haven't really been bucketing that in my AI token
group, but I should not to. I'm just more focused on like
the newer cycle tokens versus what I consider like last cycle
kind of pre, pre crypto AI. It's basically pre GOAT and post
GOAT. Like that's the that's kind of
the line in the sand for for this AI market.
But AI market is the the board is green, very, very green.
The goat is like the Christ of AI coins.
Yes. Indeed, and I think what's,
what's notable is like I, I, I tracked the Solana meme market,
the, the top volume every day, right?
And I think we're, we see a lot of these AI tokens leading
volume on a daily basis right now.
So like the magic Eaton token, no surprise was the number one
volume on Solana yesterday. I'm seeing like well over 250
million on chain. It's holding again at 525 arc.
This new AI token that came out of nowhere is number 2.
It did $100 million in volume, ran from zero to 50 million in a
day. Luigi.
The number is the Next up at 56,000,000.
Still a huge amount of volume on Luigi.
Oh wow, OK, it's still going because of that viral video
yesterday, right? Yeah.
But so that picked it back up. That's a tricky 1.
Like we don't really have a mini comps for the Luigi token.
I think it's definitely an attention event like that.
That is certain to me and I don't think the attention is
going away on that personally. But there's also like this dark
side of like a token tied to a potential murderer.
So like it sounds a little tricky, let's just say that, But
I think the holder, the holders are.
I saw 36,000 holders on that yesterday.
I'm sure it's higher than that now.
That is wild bro. What do you think it goes?
But what? What do we what do we think
about about it? I mean, it looks like it's
grinding up right now. I thought a lot about this
because I was a fairly big holder.
Actually, I exited the position yesterday for something else.
But I think that the outcome you want is for the conspiracies
like that he was a plant or set up for that chatter to grow
louder and for him to continue to deny it and then and still
have these like viral news events.
I think that's what you want as a holder for this thing to
continue to be in the, in the news and for it to potentially
grind up. Yeah.
Because if it just comes out that he's, he certainly did it.
And OK, they're going to plead guilty.
I mean, he entered a not guilty plea.
But if like that changed, then it's much less interesting.
So we'll, we'll see. We're kind of in uncharted
territory with this Luigi token right now.
But in the ultimate -55 I mean, it looks like it's grinding back
up. It's printing higher lows on
this reversal. So I I don't know, I might hit a
new ultimate. Let's see, let's see.
I'd love to see that I guess. I mean DJs are making more
money, DJs are making money, DJs are are cooking the airdrops.
Hyper liquid is like a nonstop money glitch.
Literally like. Let's take a look.
Hyper Liquid is 1520. I think it's a new all time
high. Little money glitch like this
hyper liquid AirDrop is a money glitch.
Like you could have full put it on there of the AirDrop and
you'd be like a bajillion dollars up.
Like it's actually insane. And when you think about it,
let's see. Oh my God, look at his chart.
Like he feels like one that you can just pile into and not
worry. About it, look at the daily this
is. The is he really only 7, seven
or eight days old? My God.
So I thought that was late. I taught blasted at 9 and it's
up 60% in just a handful of days.
Oh. My God.
It's it's a good, it's a good coin.
It is a very good coin. It's a very, very good.
I mean what because it's a good product, right?
And I think what I like about the hyper liquid story is it
tells the story of what a lot of people wanted crypto to be like.
Oh, we're moving. Look, you have a great product,
good tool, good air drop, well done.
I mean, so it's like we're trying to get the founders on
the shot. I'd love that.
As I understand they've got big plans like staking, more things
coming. I haven't had a chance to really
dive in super deeply but would love to hear from them.
And then on the other side, Magic Keaton.
Yeah, let's. Take a look at this chart.
So maybe try to zoom into a smaller time frame, yeah?
It may be hard to charge. Like I was like live tweeting
this last night instead of trying to sell it, which is what
I should have been doing. But so it it bottomed during the
day. Once everyone's aired once 70%
claimed their drop of salaries were out, it started grinding up
to five, then 550, then six, then 6:50, and then it just ran
from 6 to 9 in like 15 minutes. It was insane volume.
I, I think I caught when that there was some like arbitrage
between the on chain price and the sex price.
So, so folks were kind of playing that and it's huge
volume, huge swings, 100,000 quarter million buys coming in
like every single minute. Wow, went all the way.
It worked past 10 and it was in the 9 to 10 range for a solid 5
to 10 minutes. There's enough time to sell in
that range and then it basically totally reversed.
Down. Back to five then, yeah, what's
it at 5:30 here this morning? So we'll see if that was the the
exit window or not. We, we talked about the walleye
analysis yesterday where tip or historically it's been days 2
through 4, which have been the optimal time to sell.
But with that blow off that we saw last night, that might have
been the the window. So we will certainly see.
Yeah, I mean, I I mean, I still have my air drop.
Like I said, it wasn't really significant or anything.
So I'm like, I'm not going to sell it, right.
It's not like life changing. And and so I'm I'm holding it
for now. I think it's a type of coin, you
know, with all the listings it's got.
It's pretty impressive though that they got all these all
these T ones. They zero.
I know it's like the coin based one is dependent on liquidity
from what I see, right. So it's not a full listing.
It seems like a it's not a half listing, but did you see that
that it depends on how much liquidity?
So here it is. So Coinbase assets tweeted that.
So here I'll show you right now. Let me share my screen here.
So it says magic game is now live.
Hold on. Yeah, maybe it it said something
about how it depends on the liquidity.
I can't find it. I thought that was always the
disclosure that they added, but. Is it, is it?
Maybe it is, I don't know. So anyways, it's live there.
Oh, that's your turbo by the way, why it came out again?
I know it's just finally started trading.
Right. Oh, I missed that.
OK, so turbo added to Coinbase. Interesting.
Hours ago, yeah. So no, it was added to Coinbase
same day as Giga, but it started trading today, right?
Yeah, we knew it was. We knew it was coming, but now
it's live, OK? Wow.
Yeah, but now it's live. Yeah, no giga.
Anyways, Anyways, yeah, I don't know.
Can Mando explain the Wintermute FUD went to mute Nuki or goat
mudang bags? I don't know.
Mando's not here either.
And I'm I don't know if Mando could explain to you what's
going on either on that front, but we'll ask him tomorrow.
He'll be back tomorrow. Anyways, let's talk about AI.
Oh, my favorite, my my favorite topic.
Let's, let's, let's get into it. If you could pull up the AI
board, I think that would. Yeah.
Is that your list of 78 coins there's?
78 most. More than that, there's a
hundred. Dollars probably 100.
I might have to go through and trim it.
But. OK, it looks like oh, so did
GOAT just reflip AI16Z nice. So actually Oh no, that's the
that's the fake reading. So AI16Z still up top.
So that's that. I think that's one of the big
headlines is AI16Z flipping GOAT, which I kind of
interpreted as a signal that this market prefers like the the
builders, the product over the pure memes, but that maybe I'm
bringing a little bit too much into that.
I think these two are probably going to battle back and forth
for a while. I think they're both going
pretty high. I feel like AI16Z clearly a
power player that their code base, the Eliza framework is
being used kind of all over. I feel like they're more
pervasive than virtuals. So I'm actually a little
surprised that virtuals has been trading so much higher than
them. So I think there's a catch up
trade there. Far coin up, it hit 500 million
last night on the day at 4:50. I can't.
Believe I just ate goat without far coin and I went deep like I
bought every single goat dip. I have a lot of goat.
This was a tricky 1. I mean, so I have a nice bag.
I have been terrible at buying dips, so I did not add on that
dip to 16180. It was it felt less comfortable
and it feels much more comfortable now.
But it feels like more and more like a tradified world is just
picking up. Weren't even talking about.
It Coinbase just announced 17 seconds ago that they're adding
peanut. I have my notifications on for
peanut for Coinbase asset. There you go, breaking news.
It's a. It's a oh gosh, yeah.
So it's at this. Is really good for chill guys.
It's climbing. Oh my God dude that dude that's
crazy. Coinbase is going for it bro.
They really are. They really are going for it.
So yesterday they had Magic Eden, today Peanut.
So we'll see what tomorrow brings.
I was actually just thinking like man, Coinbase has been a
little quiet this week. Yeah, right.
They only haven't listed two more memes in a week.
They listed like six of them in a fucking month, dude.
They're like they're posting. They're listing 2 per week right
now. You noticed that?
Go go pull up the peanut chart. All right, let's pull it up.
It's going to. Probably do let's let's right as
well. Oh wow, OK.
Oh shit. It's going.
Look at that peanut Kendall right there.
Jesus Christ. Oh yeah, Dollar 35.
Oh my God. It's going from.
What is it 40% from Lowe's not bad God, but that one That one
could really do really well on Coinbase because peanuts like
fully normally token. I'm just like mid curbing the
whole peanut trade. I I don't know anyone talking
about peanut. Brother, no one talks about your
AI coins outside of this little echo chamber.
Nobody. Yes, very, very true.
Talk about zero bro, besides the LAV cabal and you outside of
crypto. Come on, Tyler.
OK, let's talk about AI. So.
Yeah, let's bring it back in like all the agents are doing.
Well, it's a zero, bro, up 40%. It's back at 475.
AIXB back over 200 million. I think Griffane has been, it's
Griffin AI. Our buddy Griffin has an AI
token. Griffane, he did it.
It's it's the new mover. It's up 170 million.
It's been capturing a lot of love from Tolley.
Solana. Tolley who that they keep
retweeting it and they keep adding new features on chain
e-commerce. They they've showing demos where
you you type a command, the AI agent will will buy something
for you. So like you have a sweatshirt
you want to buy on on an e-commerce on on chain
e-commerce platform. It'll go through the whole
process of buying it for you. So they also they dropped a soul
bound token to saga Genesis holders as well.
So they're already plugged into the phone network, which is a
nice connection. So I mean, look at that run.
Look where this thing was before our Basil.
Look where this thing was. It was.
It was under 10. Yeah, I have a friend that that
like just before Basil had a a like bought a bunch and then he
like realized after Basil that he made a lot of money.
I mean he just in the space, right?
So like you had a a two week window to accumulate the Griffin
token at 3 million and in a week at 50X, it's like where, where
else are you going to get, I mean, other than just chasing
the fun of the day, which is printing 50X as if you catch the
right ones. Or the right tick tock momentum
at all of a sudden. Or, like a shooter, a murderer.
50X on show guy. You had to catch it still like
10 to 15,000,000 which was pretty damn early.
Which we kind of did, but yeah, but you had.
Time. Like that was my first buy 9
mil. But yeah, you I know what you
mean. It's like you got to really
like, man, there's this like it's crazy.
Crypto in general has this. That's why I don't understand
when people Tyler like don't want to even be curious towards
our industry because there's like this like asymmetric
opportunity to like really like hit, right?
Let's say you're interested in AI and like you're interested on
the tokenization side of AI. Like if you're not sending down
CT, you're crazy because like you have all these tokens
non-stop, right? It's like all these AI people
are just going to turn to to crypto for sure now because they
see all this opportunity costs money.
Even if you think that a lot of the products are vaporware, the
the money is real. The money is very real.
And that's going to be enough, I think to attract a good amount
of builders. And then just yesterday we saw a
stealth launch AI rig complex ARC is the ticker.
It went zero. It went zero to 28 million in in
an hour. So they are building an agent
framework using Rust. So this is the first AI agent
framework in the Rust programming language.
As I understand it. The other existing ones are
using different programming languages in Solana built on
Rust primary coding language. So this is the the 1st to do
that from the playground team. They, as I understand I haven't
done deep dives into their BIOS. They are a real people, real
builders. They've been in the space for a
decent amount of time. So seems somewhat legit.
And then this is kind of state of this meta right now.
If you some semi legit, somewhat legit team, good vision and like
the right launch and it goes, it does $100 million in volume and
runs to 50 million in a day. This is hard to hard to ignore.
So that's the token news. And then I think and just like
drawing back the bigger picture, I said it and some of my recap
AI16Z in their 2025 forecast, they're leaning in heavily to
decentralized AI. So they're going to be investing
in the space. Bitwise Invest predicted that
tokens launched by AI agents will drive the next wave of meme
coin mania. In 2025.
We saw this company hyperbolic. They did a $12 million Series A
raise to focus on decentralized AI computing inference services.
So in that these headlines are, are rolling out right now.
So I, I think if you think that this AI meta is short lived, I
think you've got another thing coming.
Yeah, I mean, yeah, it's just a big a big game of musical
chairs, but so are all meme coins.
So it's it's it's just how it is.
I just, I'm just not sure like what outperforms over a long
period of time over a short period of time.
Like I definitely see it happening and and we'll see what
that's. Kind of what we were talking
about before the show a little bit right is I agree with you.
It is hard for me to look at this AI board and predict to
with certainty like what's what are going to be the winners on a
12 to 18 month time frame. And like this is a portfolio
that I manage very actively, like daily, I mean.
You're the AI guy now. So like if you're looking for a
set it in, forget it portfolio, this is a trickier sector to
jump. You basically just have to buy
at the top. I think.
I think virtual is kind of safe, yeah.
You think goat is fairly safe? I mean, safe in quotes, right?
Like we all know, this isn't. Of course, of course.
And I mean, I think Fartcoin is a very, very good token.
So I I. Mean, I, I like, you know, me, I
never bought it, but that's the one I like the most because
that's the one I understand the most because to me it's not an
AI, it's it's not an AI coin, right?
It's not tied. In any.
Yeah, like it's not tied to an agent, right.
It it it happened, the Truth Terminal mentioned Fartcoin and
it was invented and that's it, right.
So it's not really an I I like to me, I know it was born of the
air narrative, but it's not like it's not like a XBT or doing the
Griffin thing or this or that. Anyways, looks like actually the
coins that are performing pretty well on the back of this peanut
news Chuck, I got a gut candle and and and gold as well,
actually. So maybe people expected on the
fact that these could be the ones that get listed or not.
But you know, people love speculating on this.
You know what, it's almost like it's better to have coins that
people think are going on than coins that are going on at this
stage. You know, 'cause you saw mood
thing, for example. I was talking about that, but
for a little bit with Mando after the show, I said mood
thing's just got obliterated since the listing.
You look at this. I, I think for the Solana meme
coin market, the way I, I, my thinking has evolved a little
bit is I think the, the, these pump coins are limited with unit
bias for the most part, except for this, the true outliers.
I think the trade for these is to catch the runners to get into
300 to $500 million range and then move on.
Like it's, it's just, it's like if you've held Moodang through
all this, you got a couple pumps to 600, you got a 2X.
But like, what was the opportunity cost in, in doing
that? And I, I think we're, we're
seeing this start to play out more and more, whereas like the
ETH majors have the better unit bias.
They're kind of showing that they can go higher.
I mean, peanut, I mean, penis is at 1.4, right?
So it's showing that you can get up there.
It's just harder. It's tough.
Much harder. How come pom fun doesn't make it
so you can just pick the unit? If they make that change, it
probably drives the next leg up for the Salon I.
Mean like why is it tech thing you think?
I don't know, I don't know the tech wise how tough this like I
don't understand it right behind the scenes.
So I, I just don't understand, right?
Because I think, I think it could be, I think could be
easier. Like what do you, you know, like
you're buying now peanut worth $1.00 something versus buying
let's say, like if peanut had unit bias would probably do so
much better. Like this.
One of the reasons why I strongly believe I, I, I this
stage for me MOG is like a $20 billion token.
And if a DY or of course, if you're listening to me, but
lowest unit bias and cheapest coin base meme.
So it's like, what do you buy first?
You're like, Oh my God, I can buy.
Like there's all these memes right now from like normally
saying I've bought 20 million shares of this MOG coin.
To me, this is what drive the market up, right?
It's just an aggregation of all this like stupid stupidity in
the way and it pumps it, you know?
Yeah, I mean, I I get the mock thesis and I was at the party, I
was totally mug pilled. I think, come on, Pepe and MOG
look the strongest, right? And there there's just less
competition. I think for the mog to go to 20,
you need Pepe to go to like 60 probably right. 40 to 60 going
though but. Look at the Pepe chart.
Look at this bounce. It's already at 10.5.
So then you need dose. So you need dose to go to like
200. Here's what I think, I think in
a year from now when we top, let's say like probably double
top like last cycle pre summer, post summer type shit.
That's why I think like you, I wouldn't be surprised if you
have a $200 billion dose market cap.
I agree with that. I think the old guard like the
ships get like kind of left behind the ish and I think Pepe
$69 billion programmed up to 100 top, let's say in that sense
that puts mog probably in the like, oh big you have a big
range like 11 to 11 to $22 billion, you know, so that's
that's how I see it. So it's A10 to 20X.
So I need part coin to go to 4.4 billion to 9 billion to to keep
up with MOG. So do you think part coin
performs MOG over one year frame?
I, I think I, I do and that's how I packed my bags 'cause I
mean, I have the, I can do it right now.
I could swap my whole far coin bag from OG like I I have the
freeway to do that. You should.
So I think that'll be our friendly bet.
There you go, that'll be our friendly bet.
December 11th, 2025, what's going to be not higher, but what
will outperform the others. But Mog, as it stands, that
$1.26 billion on that Screener and fart coin is at 454,000,000.
So it won't be a fight of what's higher than the other.
It'll be like what outperformed the other right?
And, and we'll see where anyways.
All right, so it's time to talk to our friend Raphael from Puff
Puff. But real quick, the code for
today's robot dude box is pudgy 2 winners.
So stick around till the end. Two people are going to have the
chance to win up to $150,000 because he said these are
expensive as fuck now, which is wild to me.
So stick around. I know Sims has some videos to
play. Then we'll get to refo.
All right, all right, all right, all right.
Where Sims at? I know we got refo coming up.
You should definitely. What up?
What up refo? Hey guys, How are you doing?
I'm good. How are you doing?
I'm good, I'm good. Thanks for having me here.
Thank you for coming on. Thank you for partnering with
us. Know we got some, some some cool
stuff. It works with you guys over a
puff ball. Listen, I've heard a lot much of
you guys in Asia when I was in Japan and in Korea earlier this
year. You know obviously a lot of
people came up to me talking about you guys all the puke
rainbow crew handling our Asia work on the creator side.
So be good friend of the show. Of course also keeps chilling
you guys to me and I know one of my Co founders Elan, who loves
his vaping. I, I can't get him to stop
vaping no matter what I do. But I know he, Natalie, he he's
waiting for his vapes. OK, Rafael, he's waiting for his
vapes. He was hoping you were there in
Miami. But anyways, why don't you give
us a little introduction of who you are and what you guys do?
Yeah, first of all, thanks. Thanks again for having me.
I'm Rifo Co founder of Puffball. We are a new deep end project
building on top of perishing. We are I believe we are the
first vape to earn project. So basically we are building our
own vaporizers to bring it on chain to record and monitor all
of our smokers smoking activities using the data to
store on our mobile app and push your data onto blockchain to use
that data to incentivize smokers to quit nicotine.
So the mechanism is very simple. If you go with our non negative
vape, which is our main product, you will maximize your daily
return daily rewards. If you go with higher nicotine,
your rewards will be lower and lower and lower.
So it's a game between your smoking addiction and your
financial incentive. I love that I love that I just
got a text from for me a lot and say love the shout.
Give me the vein. Listen, Ebert, I obviously like
you guys are like one of the are going to be or whenever, like
bear trading goes main right, like one of the bigger projects
on there, heavily backed with a with a bunch of of stuff going
for yourself. But let's talk.
Let's talk about like, you know, you guys are not random either,
right, Like, it's not like you came out of nowhere.
You guys have like existed, you know, existing sales existing
existing, like Rd. track. I'm still foggy from Basil.
OK, I'm still getting back into the game.
Track record. That's the word I'm looking for.
So what are you guys? What are you guys all about?
Like, talk to us more about like, you know, your track
record a little bit. Yeah, so me and my other two Co
founders, we are actually college college classmates,
college friends. We went to the same college
Lehigh University back in Pennsylvania like 10 years ago.
And since then we work in a different industry.
I was in I was in real estate developers before getting to web
3, getting web three, you know during the COVID and my other
two Co founders, they are in the vape industry forever since
graduation. One of them is actually the
global BD for Moore and Aspire. Those are the probably traded
company vape brands and after that we Co owned part of the
biggest supplier in OEM business for Philharmoris.
We actually supply all of the heating module for Icos for
Icos, yes, we supply over 76 million of the heating module
for Icos last year. So that's our vape background
and we actually do a lot of cannabis vapes in the US the,
the, the dry herb cannabis vapes similar to packs.
So that's that's could be our that could be our next idea of
the the smoke weed to earn. I think that would be even more
popular in the US. But right now this is our first
product and I I have the prototype heat, not a prototype.
This is a final product, our first tank.
There you go. OK.
Yeah, so this is our first, you know, vape on blockchain.
You have a cool screen showing your NFT and every time you
puff, it's actually coin flipping.
They're showing you how many puffs you have for every single
day. So every time you puff, you can
see that. OK, this is my 2020 121st puff
today. So we're counting your puff,
duration of each puff and time stamp of each path.
It's actually very accurate because we put a chip into every
single pot and every machine, look it's encrypted chip within
every single component of that and every time you put this.
Bluetooth connected to our own mobile app, we identify the
unique identification number of each of the pod and vape.
And because this is being electrified, right, so we can
tell the nicotine level, the flavor, the duration of each
puff, time stamp of each puff and the amount of puffs per each
day. So we use those five data to
determine how much rewards you're going to earn.
And this is show your rewards for the past 30 days on the
screen, so it's instantly you can baby can pop and you know
how much you're earning every day.
And you know, we also have the NFC here.
Every time you are seeing another guy holding the same
puffball vape, you use your vape to tap with the other vape,
you're going to earn more rewards.
And in our mobile app, you can attack the social, you know,
the, the, the the background information, you know, making
friends. So that's a social layer on top
of this. So it's a very fun product, you
know, to help people to quit nicotine and, you know, switch
between from the cigarettes or other disposal vapes to this
kind of, you know, more healthier stuff that we're
building. If you're a smoker you've been
doing it wrong the whole time. I'm just saying like y'all
smoking for free? Y'all smoking for free?
Actually a lot of cash back, right?
Imagine you are like consumer cash back, so you know.
You're right. Is there a limit in because
somebody asked, someone said I'll take a puff to that.
The comments are fucking loving it dude.
Is there a limit somewhat straight from the from the
people's? You said a limit on how many
puffs per day. Yes, even for the non nicotine,
even for the non nicotine, that's our main product for the
non nicotine you are limiting is capped at 1:50.
We don't want to build a new product to infinitely
incentivizing people to vape. That's not a that's not a point.
We wanted you to lower and lower your nicotine in the long term.
So even for this product, it's limited at 1:50 and each of the
pods only gives you around 1000 puffs.
So you have to keep buying the new pods using our token.
So now we're Speaking of the tokenomics, right?
So you have to keep buying the new pods with our token and to
keep staying with the vape to earn game and keep spending the
vape token to buy more pods. And you're also earning the
daily rewards in our vape token. So imagine that's like a
flywheel. And Tyler mentioned the
vaporware. We're literally building the
vaporware here, so. This is incredible.
I think people like see Vape to earn and they might have like
maybe some bad connotations, but when you actually dive into what
this is, it's it's very positive.
Yeah, we can spend like 3-4 months, you know building this
new vaporizer. Actually you don't you don't see
any of the vape has like chip inside.
That's because this is expensive, right?
Expensive. So it doesn't make sense in web
2. But if we somehow build a
financial layer into this product, we can actually bump up
the the cost and then we can make it work with the
tokenomics, with everything. So make that work with the
functionalities. Dude, you got to ship me one
dude, because I I I don't really think, but when I have a couple
drinks, I don't mind it if I can, if I can earn a little bit
for doing so. But you're right, Tyler, right,
like the to earn right anything and if it's just to earn after
it automatically, you feel like people have like this negative
like kind of like pre settlement.
But then look at this, this guy, just this guy's getting paid on
the show. Earning.
This guy's earning. Oh my God.
Anyway, so today's a big day for you guys, right?
That's why you're here with us today.
This is a big day because they have the Puff Pass NFT that goes
live. So what the hell is this all
about and how do people get involved?
Yes. So we are selling our first 10K
NFT and people are asking why you have NFT, you're selling
vapes. So we use NFT as the ticket for
you to get into the vape to earn game.
You buy the NFT, we're going to ship you one free vape, 3 free
pods and initial token AirDrop. So that's how you the game.
We are selling your first 10K Genesis NFT and today is our
public sale. We actually sold out all of our
whitelist and phase one, phase two whitelist.
So today is the we started five hours ago and we only have, we
are pretty wrapping up with the last two tiers.
So we are over 75% sold already and that started like 5-5 hours
ago. We're gonna keep selling for the
pack for the for the second-half of this week, but that, that's
everything. About the you're almost out.
Wow, it's. Impressive.
Yeah. Oh, I think you're, I think
you're that's a presale, but that's the, that's the public
sale, right? People can connect their wallets
on the website and buy one right now.
Exactly, you can buy with Ethereum on the mainnet and
Arbitrum and also Solana. So we take three of them.
We also take credit card. We do have PayPal, but please
don't use PayPal. You know, we, we save that for
web to consumers. So a lot of people buying with
the PayPal, but we, we prefer to to buy with a wallet so we can
get you on the platform on day one.
We don't need to collect the wallet.
So it's all I, by the way, I pinned it to the Twitter Spaces.
If you're on Twitter Space, I pinned it to the top of our
space. Just be careful, fake links,
scam, blah blah blah blah. So it's on the official puff
paw, PUFFPAW, under score XYZ. It's pinned to their thing.
You can see it's the page with 76,000 followers.
And I've pinned to a Twitter space itself.
So please beware of scams and click on the right links if
you're interested, that is, but that's that's really
interesting. And so what's the bigger game
plan here, right? Like the NFC is going to sell
out for sure. You guys, this is clearly
selling out. I can tell.
So like how? How does the Puff a Puff Pass
fit into helping people quit smoking while getting rewarded?
Yeah, absolutely. So you know, a lot of
non-smokers, a lot of a Web 3 DJ, just want to earn, just want
to farm. That's totally okay.
We started as a Web 3 native project, so you can actually
hold our puff Pass and lend this faith to any of your friend and
you guys can share the money in profit.
You hold a puff pass and give him the vape.
He will connect a vape with the mobile app.
Both of you guys will be able to track the daily smoking
activities and the financial return.
So you will be the lender. Your friend will be the
borrower. We actually welcome.
We want to on board more of the web 3 users, so any of any of
them. They can hold multiple puff
passes and lend all of the vapes to their smoking friends so that
they will help us to on board more of the real smokers in the
long term. So this is a real Web 2
business, customer business. We use the real cash flow and
revenue to support the value of our token to build that
sustainable tokenomics in the long term.
And then we can onboard more of the smokers onto this platform.
This is the way that we revolutionize the vaping
industry because it's paid, the paid promotion for tobacco
products banned on social media. So it's happily relying on the
dealership and distributors, smoke shops.
So none of those vapor brands, manufacturers or even the data
consumer health company, nobody has such data from smokers from
this kind of respiratory disease related data or the consumer
data. So later on we're going to rely
on such data to help our smokers to monetize from those data and
pair them with the other side of data consumer to build that data
marketplace. So initially we started as a big
brand. This is our first product.
We are also building shisha to earn I can and smoke weed to
earn the cannabis way to earn so I was.
Going. To ask where my where my THC to
earn at yeah we. Try herb vapes so we can use the
same technology, you know, to control different temperature
and you know to to to smoke weed to earn is just, you know,
naturally a, a better PMF for the US market, right.
And I, we, our core business, traditional Bay business is in
the US. I'm so eager to come back to the
US market because when we started this, Trump was not on
the stage and we kind of just abandoned the US market.
We have a huge market community in Korea and Japan, even for the
NK sale, I think probably over 60% are coming from Korea and
Japan, so much time there. And there are a lot of smokers
and token traders in Korea, right?
So it's, it's another naturally another great market for us, but
we are so eager to come back to the US market.
So you know, that's our next product.
So we're talking about a road map or long term vision,
definitely a lot more product product lines in our road map
with, you know, to target all of different kind of smokers, 1.3
billion smokers and to build that data marketplace because
initially this is a bit to earn. And as you on board more of the
smokers on the platform, of course the the return on on
daily for average is going to be dropped lower and lower and
lower. So to build that data place,
we're going to help them to money has from their data.
That's going to be the second layer of the financial incentive
to overall balance the total amount of the return for each of
the users to help building this platform more organically.
Wow, this is, this is this is I'm getting like, I'm getting
like text, say like, yo, can I I want to vape someone say get me
that. Like I'm not making this up.
I like our team chat on rock radio.
Tyler can see it. They're all talking about this
right now. I was in our house last weekend
in Miami. This project would have killed.
You weren't killing in Miami bro.
My fuckers are thieves. Like glued to their hand.
All the different models, the vape model, the cannabis to
earn, all of that would have done well so.
Well, they did. She should earn you buy markets
and a lot of that who could earn well.
Yeah. Actually have the portable
shisha, portable electron electronic shisha.
It's very popular right now. So everything, yeah, yeah, it's
a lot of things we want to do. We start with this very basic
product. We even do the Co branded vapes,
we do the vapes for Movement. We have an official partnership
with Movement and it's a Movement design vape.
And if you join that called branded vape, you're going to
have an enterprise pool on top of our vape touring game.
And that's like a competition, like a quit nicotine move.
So if you actually consume the lowest amount of the nicotine
for the past 30 days, you're going to on the on the top of
that ranking for that leaderboard and they're going to
earn more of the rewards from the move token and from our
token. So we build a lot of that kind
of partnership with different projects in the NFT collections.
We also do for birching, we do for Patch Penguin, we do for
Azuki Malay. A lot of those projects, they
want to have their own, you know, their own NFT on, that's
on intangible, right? So that's something we're also
working on with different projects just for fun.
Nice. Well, we've got to make a rug
Radio One at this stage. Fuck.
Yeah, absolutely. We'll have to make.
It you're not going to have to talk after the show for sure.
All right, last question. I see we're coming up on time.
What's in it for the early people?
What's in it? You know, I gotta ask, you know,
it's AirDrop season, baby. You know the vibes.
I know Barrett chains going live at some point next year, you
know, So what? What's in it for the people
meant in this today? Yeah, it's gonna be.
So first of all, you're gonna get a free vape, 3 free pots and
initial token AirDrop. We do we, we, we allocate 5%
token for all of the 1st 10K puff pass holders and we're
actually going to incentivizing for anyone who actually hold
multiple puff passes, our NFT and land or give this vape to
their smoking friends to help us to spread a words.
There will be further incentive given to them.
So that's our initial package for our puff pass holders.
And on top of that we do, we have staking, you know, Bear
Chain, the proof of liquidity. We are the validator on Bear
Chain. So a lot of that part staking
yield profile, providing liquidity yield, it's going to
be boosted for our Puff Pass holders in the early days and
also for future products, future, you know those products
I mentioned or even just for future pods because you have to
reorder pods, right. If you hold our Puff Pass,
you're going to have a discount or a premium, you know the
pricing for the future reorder or the future products.
So a lot of early benefits only given to our Puff Pass NFT
holders. And in the long term, we are not
doing more NFT collection. We're not NFT project in the
long term, we're just going to sell our product in the vape
token. So the Genesis NFT is pretty
valuable. It's not like every time we sell
more product, there's going to be more NFT.
We know, we know the game, we know why people treasure the
NFT. So just going to make sure it's
very rare and it's very limited for our early users.
So it doesn't matter if you smoke or you don't smoke.
We always, we always have a plan for you.
Even even if you don't have a smoking friend that you can lend
a vape to, you can actually just hold a puff pass and authorize
us. Give us that back and we will
pair you with our verified smokers on our platform.
We have tons of borrowers who do not want to spend the money to
buy the NFT, but just want to get a vape to earn that mining
minor, minor incentive. So that's not something we can
do for users as well. Wow, well congratulations on
everything. It's really impressive what
you've built honestly outside. I know I was aware of your
success outside of, you know, pre pre vape tour and etcetera.
And it's actually really cool the way you're doing it.
So it's a real company with real revenue with real backing doing
real shit. So RAFO, thank you so much for
partnering with us today and looking forward to doing more
together. Thank you so much.
Thank you, guys. Thank you.
All right, all right, there you go, man.
I need that THC pen ASAP dude, it's crazy, right?
76,000,000 products they've booked for Icos.
Like it's not like some little bullshit, little new, you know,
like in 2021 a lot of these were like, oh, come on this or like
fucking Griff type shit. Like these guys have actually
built like insane enterprise before coming into Web 3.
So see, that's what I like about crypto.
This cycle is like, there's going to be a lot of the
bullshit, but it's going to be a lot more, I think of like the
real people because now that crypto is more, I guess, legit
to the eyes of the outside, I think it's going to be more
appealing to real big founders. Anyways.
Tyler may even pick up smoking. Look at that.
I'm buying someone's presents for my vaping friends so.
Well, go mint them. That's a great way to on board
your friends to to on board your you know what, go on board all
your vape friends. Mint those things out, you know,
and, and get them, get them involved.