1 00:00:00,240 --> 00:00:04,160 Well, GMGM everyone, it's another day another day without 2 00:00:04,160 --> 00:00:07,800 for Oak or even OSF today. Think OSF has missed it. 3 00:00:07,800 --> 00:00:11,320 We're replacing them both again. Had some good shows recently. 4 00:00:11,320 --> 00:00:14,000 We've got cows coming in obviously one of the Co 5 00:00:14,000 --> 00:00:15,960 founders, Canary Labs you on stage. 6 00:00:15,960 --> 00:00:20,160 Oh you let me let me add you on stage just there and we have 7 00:00:20,160 --> 00:00:25,520 Wizard of Soho who is I know the creator of one of the best best 8 00:00:25,520 --> 00:00:28,280 and what biggest now paid newsletters in all the crypto 9 00:00:28,280 --> 00:00:32,040 you are you are you're crushing it on that side but a well known 10 00:00:32,040 --> 00:00:34,920 person on the timeline. Thanks to thanks for joining me 11 00:00:34,920 --> 00:00:36,200 both. How how are you both doing? 12 00:00:39,240 --> 00:00:42,920 Good man. Just you know, exciting markets, 13 00:00:43,080 --> 00:00:45,240 exciting times, a lot of stuff going on. 14 00:00:45,240 --> 00:00:48,240 Exciting day today, you know, got a lot of TG events. 15 00:00:48,240 --> 00:00:50,120 We had one this morning, excited for that. 16 00:00:50,120 --> 00:00:53,760 We got juice finance coming up later, a couple other meme coin 17 00:00:53,760 --> 00:00:56,040 launches. You know, listen, it's it's fun 18 00:00:56,040 --> 00:00:58,320 times out there. Constant adrenaline nourish. 19 00:00:58,840 --> 00:01:00,960 That is it. It's just a meme coin launch 20 00:01:00,960 --> 00:01:03,680 after meme coin launch at the moment definitely a bull market 21 00:01:05,040 --> 00:01:08,160 we'll get straight into things just because it feels like feels 22 00:01:08,160 --> 00:01:10,840 like we should we I think yesterday we're kind of we were 23 00:01:10,840 --> 00:01:14,240 kind of around the same sort of levels crypto was was around 70K 24 00:01:14,240 --> 00:01:17,560 on Bitcoin. I think Solana was maybe around 25 00:01:17,560 --> 00:01:22,360 slightly lower like 193 and and Ethers as was was around the 26 00:01:22,360 --> 00:01:26,400 same 3600. So it's been a decent day across 27 00:01:26,400 --> 00:01:30,040 crypto at the moment. We have since sold off kind of 28 00:01:30,040 --> 00:01:34,520 as the US kind of went live and it's been a little bit weaker 29 00:01:35,320 --> 00:01:39,920 over the last 1020 minutes. I think there's a little bit of 30 00:01:39,920 --> 00:01:42,200 fear of like a double top here. Like we haven't really gone back 31 00:01:42,200 --> 00:01:44,360 to the all time high. We've gone just just shy of that 32 00:01:44,360 --> 00:01:47,560 and then dip lower and people thinking we could range around 33 00:01:47,560 --> 00:01:50,120 this sort of level for a while. I know KPM was was tweeting 34 00:01:50,120 --> 00:01:52,880 about that yesterday and a few other people saying, you know 35 00:01:53,080 --> 00:01:55,600 although we've seen good strength, this kind of still 36 00:01:55,600 --> 00:01:58,360 feels a bit range bound What what what are you thinking whiz 37 00:01:58,360 --> 00:02:00,120 how how you looking at the market here? 38 00:02:00,920 --> 00:02:03,040 Yeah, I mean I think that makes sense. 39 00:02:03,040 --> 00:02:06,280 You know the usually I I mean it's actually exactly how you 40 00:02:06,280 --> 00:02:10,560 said when you get that like that weird M like where the the left 41 00:02:10,560 --> 00:02:13,920 peak is bigger. I like I'm not ATA guy but like 42 00:02:13,920 --> 00:02:17,320 just from seeing the markets and charts all day every day for the 43 00:02:17,320 --> 00:02:21,040 last 15 years, like you always see that kind of pattern not 44 00:02:21,040 --> 00:02:25,080 obviously that could be completely invalidated with some 45 00:02:25,120 --> 00:02:29,000 strong inflows on BTC and you know all this chart work and 46 00:02:29,440 --> 00:02:33,760 views can be nonsense but assuming we just see consistent 47 00:02:34,080 --> 00:02:37,480 the same consistent data on inflows outflows that we've been 48 00:02:37,480 --> 00:02:38,760 seeing over the last little while. 49 00:02:39,160 --> 00:02:41,480 Yeah, I mean range from would make sense. 50 00:02:42,040 --> 00:02:46,760 You know that 195 level on Solana is definitely you know 51 00:02:46,760 --> 00:02:51,440 been pushing back down for sure. It's kind of not too bad it 52 00:02:51,440 --> 00:02:56,400 broke out of that 3500 went to 36 something today came back 53 00:02:56,400 --> 00:02:59,440 lower again over the last 20-30 minutes and it's doing that same 54 00:02:59,440 --> 00:03:02,600 pattern as well. So yeah, bearing anything 55 00:03:02,600 --> 00:03:06,600 significant on outflows, I don't see why we don't range for a 56 00:03:06,600 --> 00:03:09,840 while. I saw a couple of polls put out 57 00:03:09,840 --> 00:03:14,240 the ice bags, put a poll, he did it like couple days ago on how 58 00:03:14,240 --> 00:03:17,440 long it'll be till you see another BTC high. 59 00:03:17,440 --> 00:03:21,080 And I think it was 3 days ago when market was like under a lot 60 00:03:21,080 --> 00:03:22,960 of pressure, it was three months. 61 00:03:23,240 --> 00:03:26,120 Was that the poll? And I think he did it yesterday 62 00:03:26,400 --> 00:03:28,920 and it was like, I think it's like one week or something. 63 00:03:29,240 --> 00:03:31,720 So those kind of polls are always you know nice little 64 00:03:31,920 --> 00:03:34,440 market sentiment inverse indicators. 65 00:03:35,600 --> 00:03:38,200 So if that if we go off that it would mean that we would 66 00:03:38,200 --> 00:03:41,320 probably be range bound for a little while which makes sense. 67 00:03:41,320 --> 00:03:45,440 You know, maybe we start up again into fall or maybe we 68 00:03:45,440 --> 00:03:48,360 start up in like few weeks when some big bar program comes in 69 00:03:48,360 --> 00:03:51,120 like very tough to tell, right? Now I mean this morning we 70 00:03:51,120 --> 00:03:53,120 really weren't far off I'm I'm sharing some screens here 71 00:03:53,120 --> 00:03:56,680 Simpson if you you can see. But yeah, we we were only 5% off 72 00:03:56,680 --> 00:04:02,680 a high all time highs on Bitcoin and I think we got to the first 73 00:04:02,680 --> 00:04:06,440 inflow day in what was that we had five outflow of days and one 74 00:04:06,440 --> 00:04:08,600 inflow day. Interestingly, it was still a 75 00:04:08,600 --> 00:04:13,320 really bad day for for Grayscale, who likely still 76 00:04:13,320 --> 00:04:19,399 have, you know over a billion of of GBTC Genesis to have over a 77 00:04:19,399 --> 00:04:22,760 billion of GBTC to sell. So I don't think that figures 78 00:04:22,760 --> 00:04:26,360 probably going to slow over the coming days, but I I kind of 79 00:04:26,360 --> 00:04:29,040 felt like we were, we'd seen a big inflow day yesterday given 80 00:04:29,040 --> 00:04:31,880 the rip. I mean Bitcoin moved what, 10% 81 00:04:31,880 --> 00:04:35,120 over the last few days and most altcoins moved 10 to 20%. 82 00:04:35,440 --> 00:04:38,280 But actually this was kind of tame, only 15,000,000 of 83 00:04:38,280 --> 00:04:41,920 inflows. So I was a little bit surprised 84 00:04:41,920 --> 00:04:43,920 at the the aggressiveness of that move. 85 00:04:44,000 --> 00:04:47,360 Obviously this, this, this outflows on. 86 00:04:47,400 --> 00:04:49,600 Maybe we're already looking past them because this is going to 87 00:04:49,600 --> 00:04:52,000 slow down for sure in the coming days. 88 00:04:52,000 --> 00:04:53,560 But I I thought that was interesting. 89 00:04:53,880 --> 00:04:59,520 There were some pretty bullish I think headlines on the on the 90 00:04:59,600 --> 00:05:03,720 issue institutional side at least gold miners now starting 91 00:05:03,720 --> 00:05:06,800 to buy Bitcoin. It looks like South South 92 00:05:06,800 --> 00:05:10,240 American gold miner nylon resources, nylon resources 93 00:05:10,440 --> 00:05:12,880 resources going to buy 1.7 billion of Bitcoin. 94 00:05:12,880 --> 00:05:15,680 I think it's kind of ironic that you have gold miners now buying 95 00:05:16,240 --> 00:05:18,720 buying Bitcoin, but this is kind of what we said yesterday. 96 00:05:18,720 --> 00:05:21,520 It's a lot easier now for institutions to get involved in 97 00:05:21,520 --> 00:05:25,200 the space and I think you're going to see a lot of corporate 98 00:05:25,200 --> 00:05:28,360 treasuries come that's way 1.7 billion isn't massive. 99 00:05:28,520 --> 00:05:31,920 I think you know with with Bitcoin, you know, over a 100 00:05:31,920 --> 00:05:34,840 trillion, but it's still, it's still a good sign, right. 101 00:05:34,840 --> 00:05:36,440 This is. I thought this was kind of wild 102 00:05:36,440 --> 00:05:38,400 news to see what do you think about this cows. 103 00:05:38,400 --> 00:05:41,800 I know I saw you tweet about it. I I was just like what is 104 00:05:41,800 --> 00:05:43,800 happening? But then I feel like that is the 105 00:05:43,800 --> 00:05:49,000 defining feeling of like just that hyperbolic move higher when 106 00:05:49,000 --> 00:05:53,320 you just like crazy stuff that you had never thought about just 107 00:05:53,320 --> 00:05:56,800 happens like the market cap of this gold miner was 1,000,000 108 00:05:56,800 --> 00:06:00,160 bucks because it's like some penny stock and they're buying 109 00:06:00,160 --> 00:06:01,960 some entity in Mauritius or something. 110 00:06:01,960 --> 00:06:05,520 I don't know. But I think it's bullish broadly 111 00:06:06,680 --> 00:06:10,520 just that this type of thing is happening and the these type of 112 00:06:10,520 --> 00:06:14,200 trades are going on and and they're on the kind of minds of 113 00:06:14,640 --> 00:06:18,440 non crypto people as a way to generate value or change 114 00:06:18,440 --> 00:06:20,480 direction etcetera. Yeah. 115 00:06:21,760 --> 00:06:24,080 Yeah, that that was it. Like, I have everyone that was 116 00:06:24,080 --> 00:06:25,960 going to buy Bitcoin. I didn't think it would be a 117 00:06:25,960 --> 00:06:28,360 gold miner like. Which that was fake news. 118 00:06:29,480 --> 00:06:31,040 No, I don't think it was fake news. 119 00:06:31,200 --> 00:06:32,600 Where is it? Wait, So what does your thing 120 00:06:32,600 --> 00:06:35,160 say? Sal is not buying 1.7 billion in 121 00:06:35,160 --> 00:06:36,680 Bitcoin. Oh, right. 122 00:06:37,360 --> 00:06:39,520 What is this? They're buying some entity, 123 00:06:39,520 --> 00:06:42,520 which they're buying my own Bitcoin, which owns. 124 00:06:42,760 --> 00:06:45,360 Basically. Oh, OK. 125 00:06:45,520 --> 00:06:48,040 Wait, so this was a penny stock. How much did it pump on that 126 00:06:48,040 --> 00:06:51,400 news? I didn't see. 127 00:06:51,840 --> 00:06:53,840 I think it was in post market yesterday. 128 00:06:54,920 --> 00:07:00,000 So this morning at the farm. Actually, this does look like a 129 00:07:00,000 --> 00:07:03,680 slightly strange article, and I have bring what having brought 130 00:07:03,680 --> 00:07:06,600 it up, it does feel as though it definitely wasn't what people 131 00:07:06,600 --> 00:07:10,920 initially thought. It looks like this was this was 132 00:07:10,920 --> 00:07:12,640 a stunt from a dying penny stock. 133 00:07:12,640 --> 00:07:15,800 That's. What it seems like Wait, can you 134 00:07:15,960 --> 00:07:17,360 check? Let's pull up the chart. 135 00:07:18,280 --> 00:07:21,040 Because. That market cap is 110 mil this 136 00:07:21,040 --> 00:07:23,280 morning, right? OK, 100 X. 137 00:07:24,080 --> 00:07:25,800 This is clearly fake news, people. 138 00:07:25,920 --> 00:07:30,200 We we started the news there. Yeah, it looks like it was. 139 00:07:30,400 --> 00:07:32,000 Wait, does it really go up 100 X? 140 00:07:33,720 --> 00:07:36,000 May I mean, I don't know where this stock even trades. 141 00:07:36,600 --> 00:07:38,160 Let's let's pull up. Is there a ticker over there? 142 00:07:38,320 --> 00:07:43,120 It's up 600%, that's. 4 mils? That's still incredible 5. 143 00:07:43,440 --> 00:07:45,240 Mil. For peace thought, like moving 144 00:07:45,240 --> 00:07:46,560 up that much. I mean this. 145 00:07:46,600 --> 00:07:49,280 I mean, clearly a fake drop. Incredible. 146 00:07:49,280 --> 00:07:50,720 I mean, it's like shit coins, basically. 147 00:07:50,720 --> 00:07:54,240 But up 100 million? Yeah, Wild that is. 148 00:07:54,240 --> 00:07:57,440 That is a wild move. But does look like it. 149 00:07:57,440 --> 00:08:00,840 This isn't maybe a what it seemingly was at the start. 150 00:08:00,840 --> 00:08:04,840 It looks like it was. It's very, it's just an 151 00:08:04,840 --> 00:08:08,360 intention to buy it looks like and it may be buy Rs structure. 152 00:08:08,360 --> 00:08:10,800 So yeah, I don't know if that's the main headline. 153 00:08:10,800 --> 00:08:13,760 I think then the main headline would be this would be this UK 154 00:08:13,760 --> 00:08:15,960 headline that they're going to start listing Etns. 155 00:08:15,960 --> 00:08:18,720 That is a real headline. Looks like they're going to be 156 00:08:18,720 --> 00:08:21,120 coming in May. There were rumours of this a 157 00:08:21,120 --> 00:08:22,560 couple of months back. London Stock Exchange is 158 00:08:22,560 --> 00:08:24,600 obviously one of the biggest stock exchanges in the world, 159 00:08:25,640 --> 00:08:28,640 these ETFs coming through. And then I even saw this morning 160 00:08:29,040 --> 00:08:32,480 that there was more headlines I think from Bloomberg analyst. 161 00:08:32,480 --> 00:08:35,760 Let me bring that up. Was it James safe up? 162 00:08:38,600 --> 00:08:43,240 Yes, he posted about, oh there we go. 163 00:08:43,240 --> 00:08:46,040 Looks like Hong Kong is going to allow in kind creations and 164 00:08:46,040 --> 00:08:51,160 redemptions for spot Bitcoin ETS in the second quarter which 165 00:08:51,160 --> 00:08:56,440 could help spark AUM and volume in the fastest growing region by 166 00:08:56,440 --> 00:08:59,840 our new note today. So a new Bloomberg article 167 00:08:59,840 --> 00:09:02,480 basically saying that Hong Kong's going to be going to be 168 00:09:02,480 --> 00:09:04,800 big for this ETF space. So definitely still 169 00:09:04,800 --> 00:09:08,560 institutional demand looks like that that that gold that gold 170 00:09:08,560 --> 00:09:10,840 miner headline was was kind of fake news. 171 00:09:11,160 --> 00:09:14,800 Maybe that's why we sold off, who knows, that wasn't a massive 172 00:09:14,800 --> 00:09:16,840 figure but definitely showed some institutions buying and 173 00:09:17,200 --> 00:09:18,560 that that appears to be fake news. 174 00:09:18,560 --> 00:09:20,920 There was also a bit of a back and forth here. 175 00:09:21,200 --> 00:09:23,160 We spoke about this kind of at length yesterday. 176 00:09:23,160 --> 00:09:25,120 We don't need, we need to go rehash it too much. 177 00:09:25,120 --> 00:09:29,880 But the the, the chief legal officer of Ripple and the 178 00:09:29,880 --> 00:09:34,360 Bloomberg analyst kind of went back and forth on whether we 179 00:09:34,360 --> 00:09:36,800 think a spot ETTF is going to happen. 180 00:09:37,680 --> 00:09:41,800 Craig Solm, I think his name is came in and basically said it's 181 00:09:41,800 --> 00:09:44,600 not so bad that they haven't come back and said anything. 182 00:09:45,080 --> 00:09:46,720 The SEC should have made some comments by now but they 183 00:09:46,720 --> 00:09:49,400 haven't. He basically says you know no 184 00:09:49,400 --> 00:09:53,480 news is not necessarily bad news it it, it could happen and the 185 00:09:53,480 --> 00:09:56,440 Bloomberg analyst came slapped slapped back and just said look 186 00:09:56,440 --> 00:10:00,560 it I still think it's 25% odds. Interestingly it looks as though 187 00:10:00,560 --> 00:10:06,200 the discount on the on the grayscale ETF asset has has 188 00:10:06,200 --> 00:10:09,960 fallen quite a bit recently. So it's it's about 22% which 189 00:10:10,320 --> 00:10:12,880 probably that's where the market is pricing that's a decent 190 00:10:12,880 --> 00:10:15,920 discount on the ETF. So what do you think whiz? 191 00:10:15,920 --> 00:10:18,880 I know you you've been more bullish on honey just because 192 00:10:19,280 --> 00:10:21,720 it's now more of a tail event and you think it could still 193 00:10:21,720 --> 00:10:26,040 happen. Yeah, you know it's the, you 194 00:10:26,040 --> 00:10:28,920 know first like what are the things that make will make the 195 00:10:29,480 --> 00:10:34,680 like what's the the hurdles the ETTF has that BTCETF didn't have 196 00:10:34,680 --> 00:10:36,720 to go through, right. The biggest thing is that all 197 00:10:36,720 --> 00:10:40,720 Bitcoin Maxis are going to push for not having an ET to the ETF, 198 00:10:41,160 --> 00:10:42,880 right? That like that's something BTC 199 00:10:42,880 --> 00:10:45,560 did not have to go through and you're already kind of seeing it 200 00:10:45,560 --> 00:10:49,520 out there like where people are like like a lot of like big big 201 00:10:49,520 --> 00:10:52,800 name BTC Maxis who were like hard pushing, putting funds 202 00:10:52,800 --> 00:10:54,400 behind it. But even if you look at the 203 00:10:54,400 --> 00:10:57,360 bigger guys like you know the Gemini guys like the Winklevoss 204 00:10:57,360 --> 00:11:01,520 twins and stuff, you're not hearing much on, like you were 205 00:11:01,520 --> 00:11:04,960 constantly hearing about BTCETF from them, but you're not. 206 00:11:04,960 --> 00:11:08,560 So the big hurdle that they'll have to get ETETTF has to get 207 00:11:08,560 --> 00:11:13,120 over is the fact that, you know, there's gonna be a huge army of 208 00:11:13,120 --> 00:11:16,880 BTC Maxis in the government and outside the government and the 209 00:11:17,160 --> 00:11:19,520 lobbying that are gonna push back against it. 210 00:11:19,520 --> 00:11:21,920 You know, 'cause there's no even like Sailor, like, you think 211 00:11:21,920 --> 00:11:23,920 Sailor is gonna be like, yeah, let's have a ETF. 212 00:11:23,920 --> 00:11:27,880 Like, if anybody, if SEC was like, hey, here's the expert, 213 00:11:28,120 --> 00:11:31,320 let's get some advice from him. He's going to be like, hell, no, 214 00:11:31,320 --> 00:11:35,240 no, there's going to be no ETF. So I think that's going to be, 215 00:11:35,800 --> 00:11:37,760 in my opinion, that's the biggest hurdle. 216 00:11:38,280 --> 00:11:42,200 I think the biggest pro it has is obviously Larry Fink's been 217 00:11:42,200 --> 00:11:45,640 on the air like several times talking about it. 218 00:11:45,640 --> 00:11:48,360 And you know, it's kind of tough to fade somebody at that status. 219 00:11:49,080 --> 00:11:53,160 They just put their digital fund on each, which you know at least 220 00:11:53,160 --> 00:11:55,520 shows that they don't think it's like a scan coin like all the 221 00:11:55,520 --> 00:11:58,920 BTC Maxis. But you know that that's kind of 222 00:11:58,920 --> 00:12:01,200 the, you know, the pros that I see. 223 00:12:01,400 --> 00:12:03,520 So I think it's but I think it's a tail event. 224 00:12:03,520 --> 00:12:05,840 I think it's not priced in at all. 225 00:12:06,280 --> 00:12:10,120 If anything is maybe a 10 to 15% priced in, which makes it a 226 00:12:10,120 --> 00:12:12,800 great upside trade, right? Like, what's your downside on 227 00:12:12,800 --> 00:12:14,280 this? Like if the entire market's 228 00:12:14,280 --> 00:12:19,640 pumping no matter what, it's going to pump, but you get pump 229 00:12:19,640 --> 00:12:22,880 on this news, then you have a whole different ball game, 230 00:12:22,880 --> 00:12:24,600 right? Then you're looking at a easy 231 00:12:24,600 --> 00:12:29,280 like 3040% minimum, maybe 50% gain relative to the rest of the 232 00:12:29,280 --> 00:12:32,760 market, which I think that's the game to play for if you are a 233 00:12:32,760 --> 00:12:33,960 betting guy on that kind of thing. 234 00:12:34,440 --> 00:12:38,080 Yeah, I I saw ADC investor with a similar take yesterday. 235 00:12:38,080 --> 00:12:45,280 Obviously mega ETH bull here, which was let me say it God, he 236 00:12:45,280 --> 00:12:47,800 tweets a lot. He basically said the same 237 00:12:47,800 --> 00:12:51,240 thing. Yeah, I'll say it again. 238 00:12:51,240 --> 00:12:54,120 If the ETF gets approved in May and all the rejection stuff has 239 00:12:54,120 --> 00:12:59,080 been psyops, then prepare for a rapid rage pump to 10 Ki mean 240 00:12:59,080 --> 00:13:01,920 he's super bullish Eve. It may happen, it may happen. 241 00:13:02,840 --> 00:13:04,640 I don't. I think we spoke about yesterday 242 00:13:04,640 --> 00:13:08,120 that we don't think the ETF has got anywhere near the same level 243 00:13:08,120 --> 00:13:13,320 of demand as the Bitcoin ETF, but it is now I think kind of 244 00:13:13,320 --> 00:13:16,840 being priced in at this sort of level at least like 30% 245 00:13:16,840 --> 00:13:18,280 probability. I think that it's not going to 246 00:13:18,280 --> 00:13:19,920 happen. I I think if it if we got the 247 00:13:19,920 --> 00:13:21,960 headline tomorrow that the ETTF is not going to happen. 248 00:13:21,960 --> 00:13:25,080 I do think it would sell off, but the sell off would be 249 00:13:25,080 --> 00:13:29,840 nowhere near the pump that would happen if if it if they said it 250 00:13:29,840 --> 00:13:33,320 was going to happen. So I I I see what you're saying. 251 00:13:33,320 --> 00:13:36,360 I still think my base case is that this is not happening now 252 00:13:36,360 --> 00:13:38,160 just because of the commentary around this. 253 00:13:38,160 --> 00:13:42,880 But definitely the risk reward is starting to look slightly 254 00:13:42,880 --> 00:13:45,520 more interesting here. I don't think I absolutely pukes 255 00:13:45,640 --> 00:13:48,960 if it gets rejected just because I don't think this is this is 256 00:13:48,960 --> 00:13:50,840 like it gets rejected and never gets fucked out again. 257 00:13:50,840 --> 00:13:53,520 I think we'll probably in a scenario where it can get 258 00:13:53,520 --> 00:13:55,720 challenged and caught by one of the major players. 259 00:13:57,680 --> 00:14:01,120 Look we macro today has been has been kind of quiet. 260 00:14:01,120 --> 00:14:04,280 We're in for a little bit of a quiet week just because of just 261 00:14:04,280 --> 00:14:05,560 because it's a bit of a holiday week. 262 00:14:05,560 --> 00:14:07,840 This week I I did bring up something because I thought it 263 00:14:07,840 --> 00:14:10,080 was quite funny. I don't normally bring up single 264 00:14:10,080 --> 00:14:12,080 stocks, but have you seen what's been happening with Trump? 265 00:14:12,800 --> 00:14:18,080 So Trump has got this true social Which looks. 266 00:14:18,080 --> 00:14:21,400 Like what do you mean? So Trump's true social is going 267 00:14:21,400 --> 00:14:22,360 to get listed. Today. 268 00:14:23,120 --> 00:14:24,640 Oh, it's going to be listed. It's a SPAC. 269 00:14:24,680 --> 00:14:26,200 It's a SPAC takeover, I think, right? 270 00:14:26,760 --> 00:14:29,600 Yeah, SPAC takeover and. Oh, that's Big Trump. 271 00:14:29,800 --> 00:14:32,240 'S going to make 4 billion, it looks like from this. 272 00:14:33,080 --> 00:14:36,600 It's like a wild valuation versus like Twitter, but it's 273 00:14:36,600 --> 00:14:38,400 get the first day, it's getting listed today. 274 00:14:38,400 --> 00:14:41,520 So I don't know if it's live now it's it's going under. 275 00:14:41,520 --> 00:14:45,040 Let's have a look at this thing. D WAC is the, is the name. 276 00:14:45,120 --> 00:14:48,240 Of the well he got his money to pay his his bonds. 277 00:14:48,360 --> 00:14:51,480 Now, whatever, right. Yeah, they they brought the oh, 278 00:14:51,480 --> 00:14:54,640 here we go. Digital World Acquisition 279 00:14:54,640 --> 00:14:57,040 Corpus, isn't it. This must be. 280 00:14:57,120 --> 00:15:00,640 I mean, it's got to have a lot of value because like the ad 281 00:15:00,640 --> 00:15:03,160 companies they want to target like conservatives. 282 00:15:03,160 --> 00:15:07,000 I mean, there's no better place. And conservatives spend money 283 00:15:07,000 --> 00:15:07,920 too, right? So. 284 00:15:08,920 --> 00:15:11,040 I think this is it. I think it's been listed on the. 285 00:15:12,240 --> 00:15:14,000 Just it? Yeah. 78 bucks. 286 00:15:14,000 --> 00:15:15,360 What? What's the market cap on that 287 00:15:15,360 --> 00:15:20,040 damn 30 minutes ago? Oh, it's flying. 2 billion it 288 00:15:20,040 --> 00:15:22,960 looks like, but I'm not. I'm not 100%. 289 00:15:22,960 --> 00:15:25,040 Sure, if it's the right thing. I'm not 100% sure. 290 00:15:25,040 --> 00:15:27,400 It looks like this has been around for a while. 291 00:15:29,360 --> 00:15:32,320 Yeah, it's called DJT. That's the ticker. 292 00:15:32,480 --> 00:15:35,760 That's hilarious. Oh, anyway, look, be on the 293 00:15:35,760 --> 00:15:36,680 lookout. There's going to be a lot of 294 00:15:36,680 --> 00:15:39,840 wild headlines around Trump's wealth here because this is a 295 00:15:39,840 --> 00:15:42,360 SPAC, which is basically gone live on the NASDAQ today. 296 00:15:43,480 --> 00:15:46,240 And a lot of the the problems around Trump's financing, I 297 00:15:46,240 --> 00:15:48,320 think are going to come into the forefront. 298 00:15:48,320 --> 00:15:50,400 But yeah, I just thought that was an interesting. 299 00:15:50,400 --> 00:15:52,480 He's posted the bail. He's he's posted bail. 300 00:15:53,640 --> 00:15:56,680 Yeah, the bail came down like like it was only like 175 301 00:15:56,680 --> 00:15:59,200 million in the. End only 195, yeah and then he 302 00:15:59,200 --> 00:16:01,280 posted. I think usually you post like 303 00:16:01,560 --> 00:16:05,440 20% for the bond and he posted cash. 304 00:16:05,440 --> 00:16:06,320 Do you see that video? Oh. 305 00:16:07,320 --> 00:16:11,720 Yeah, did see that. Did see that money? 306 00:16:11,720 --> 00:16:14,320 But anyway, yeah, that that came out obviously the Diddy 307 00:16:14,320 --> 00:16:17,840 headlines yesterday and then you had Newman looking like looking 308 00:16:17,840 --> 00:16:22,520 like he's trying to buy back. We work for 500 million, which I 309 00:16:22,520 --> 00:16:25,120 thought was he has really crushed that trade. 310 00:16:25,120 --> 00:16:27,040 Adam Newman. I mean, it's not. 311 00:16:27,040 --> 00:16:29,200 A bad time to get into commercial real estate, right? 312 00:16:29,200 --> 00:16:31,480 Like rates are at all time highs. 313 00:16:31,760 --> 00:16:34,480 Commercial real estate values have been like are in the 314 00:16:34,480 --> 00:16:36,240 toilet, basically. Oh yeah. 315 00:16:36,640 --> 00:16:40,040 You have to assume that there's somewhere near the lows if like 316 00:16:40,360 --> 00:16:43,360 some of these cities in the US start to clean up their act a 317 00:16:43,360 --> 00:16:45,120 bit. San Francisco, for example. 318 00:16:45,120 --> 00:16:47,360 So I I think it could be a good trade for him. 319 00:16:47,360 --> 00:16:49,160 Like he topped it on the way out. 320 00:16:49,160 --> 00:16:51,280 He looks like he's bottom ticking it on the way back in. 321 00:16:51,280 --> 00:16:55,200 Like fair play, Yeah. Yeah, there was a good thing on 322 00:16:55,200 --> 00:16:59,200 all in actually a few weeks back, which is like he he really 323 00:16:59,200 --> 00:17:00,960 got screwed on the financing more than anything. 324 00:17:00,960 --> 00:17:05,480 Like he actually, they're probably, they were kind to him, 325 00:17:05,520 --> 00:17:07,560 they were kind to him. But he does know how to create. 326 00:17:07,920 --> 00:17:09,920 He does know how to create a product, Let's put it that way. 327 00:17:11,079 --> 00:17:13,280 100% He didn't get screwed on the financing. 328 00:17:13,720 --> 00:17:16,440 Like, yeah, let's put new works are nice places to work. 329 00:17:16,440 --> 00:17:18,800 I know if you've ever like. Yeah, yeah, easily one of the 330 00:17:18,800 --> 00:17:20,839 nicest. They're kind of, I think, in the 331 00:17:20,839 --> 00:17:22,440 current environment at that time. 332 00:17:22,560 --> 00:17:25,160 At that time they were definitely pushing the 333 00:17:25,160 --> 00:17:29,600 boundaries of like what could be considered like good workspace 334 00:17:29,600 --> 00:17:33,200 for sure, but the whole thing was totally unsustainable. 335 00:17:33,440 --> 00:17:38,680 They were like 60% of the new rental market year after year in 336 00:17:38,680 --> 00:17:40,080 most major. Cities. 337 00:17:40,680 --> 00:17:43,560 I guess what I'm trying to say is that's a problem of of size 338 00:17:43,560 --> 00:17:45,280 and financing. Like, he's not a bit, but like 339 00:17:45,280 --> 00:17:47,200 the actual style of the office, I kind of like. 340 00:17:47,200 --> 00:17:49,480 I don't know if you can even extract the two from the other, 341 00:17:49,760 --> 00:17:51,200 like one from the other, but yeah. 342 00:17:51,240 --> 00:17:52,880 I think, I think, I think you can. 343 00:17:53,200 --> 00:17:56,360 I think if he comes back and he financings right, like I do 344 00:17:56,360 --> 00:17:58,960 think like you said you can get cheap cheap commercial real 345 00:17:58,960 --> 00:18:00,840 estate right now that that could be an interesting one. 346 00:18:01,280 --> 00:18:02,520 Anyways you move back into crypto. 347 00:18:02,520 --> 00:18:06,320 I don't want to linger too much for macro, but boring market 348 00:18:06,320 --> 00:18:08,200 right now in macro I think it's going to be quiet for the rest 349 00:18:08,200 --> 00:18:10,160 of the week. There's very little going on but 350 00:18:10,160 --> 00:18:13,120 those are some single things that that maybe look and then we 351 00:18:13,120 --> 00:18:15,080 can get back into what's been going on in meme coins. 352 00:18:16,200 --> 00:18:19,640 Decent day for meme coins yesterday with went back above 3 353 00:18:19,640 --> 00:18:22,480 billion. Number of other Solana meme 354 00:18:22,480 --> 00:18:27,840 coins doing well over the last. Over the last 24 hours I think 355 00:18:27,840 --> 00:18:29,440 you had a number of different listings. 356 00:18:29,440 --> 00:18:32,520 Again any any of these like mid tier Solana meme coins are 357 00:18:32,520 --> 00:18:34,920 starting to get listed. I think when got listed. 358 00:18:35,280 --> 00:18:38,120 Slough I think is getting listed on a few different places again 359 00:18:38,120 --> 00:18:41,280 and people just want to list Solana meme coins because the. 360 00:18:42,200 --> 00:18:43,880 The. Volumes going through are just 361 00:18:43,880 --> 00:18:48,440 crazy compared to some of the other exchanges. 362 00:18:48,840 --> 00:18:51,360 Anything you that caught your eye Wiz I know you're you're big 363 00:18:51,360 --> 00:18:53,480 in the left curve part of the market. 364 00:18:54,120 --> 00:18:57,680 Yeah, you know. This new thing, right? 365 00:18:57,680 --> 00:18:59,160 Like. What is new? 366 00:18:59,320 --> 00:19:03,160 That's literally what the ticker I just clicked on that kind of 367 00:19:03,160 --> 00:19:05,360 just took us. So what I I I kind of didn't 368 00:19:05,360 --> 00:19:07,680 look at it deep enough. Obviously the moment I looked at 369 00:19:07,680 --> 00:19:09,720 it, it was at like 203 hundred million. 370 00:19:10,920 --> 00:19:12,600 Was this like a pre sale or like what? 371 00:19:12,600 --> 00:19:14,920 Like, what's the background on this, do you know? 372 00:19:16,000 --> 00:19:17,960 I didn't know. I think it was probably part pre 373 00:19:17,960 --> 00:19:23,160 sale, but IT people said it was related to the Ship Co founder 374 00:19:23,640 --> 00:19:25,680 like it's somehow related to a ship Co founder. 375 00:19:25,800 --> 00:19:28,680 Oh, that's a classic. OK, which is, like, actually a 376 00:19:28,680 --> 00:19:29,800 classic. He's. 377 00:19:30,080 --> 00:19:31,840 Actually, it's kind. Of true it. 378 00:19:32,560 --> 00:19:34,600 Probably is true but. It could be, yeah, yeah, for 379 00:19:34,600 --> 00:19:35,200 sure. How many? 380 00:19:35,200 --> 00:19:37,440 People worked on ship at the start like tons so. 381 00:19:38,360 --> 00:19:43,000 Yeah no it could be true. I know that ship people they ran 382 00:19:43,000 --> 00:19:45,760 they if if eat Denver. There were rumors that ship 383 00:19:45,760 --> 00:19:50,840 founder was there doing was raising money for something. 384 00:19:52,320 --> 00:19:53,600 I don't know if this is what it was. 385 00:19:53,600 --> 00:19:55,800 I'll be surprised if he did it on Solana. 386 00:19:56,600 --> 00:20:00,920 But there was a chatter that I heard in like inner circles 387 00:20:00,920 --> 00:20:04,840 where that like the actual ship founder was there chatting with 388 00:20:04,840 --> 00:20:10,560 key people and he raised like some ten $15 million in like 24 389 00:20:10,560 --> 00:20:12,080 to 48 hours just in a couple meetings. 390 00:20:12,080 --> 00:20:14,680 But I thought that was something to do with the something coming 391 00:20:14,680 --> 00:20:17,320 on Ethereum possibly, but. Who knows? 392 00:20:17,320 --> 00:20:20,000 I mean the fact that the things that's 200 million already 2. 393 00:20:20,000 --> 00:20:22,520 100 million like you speed running these things. 394 00:20:22,520 --> 00:20:24,360 Speed running. These things, everything's like 395 00:20:24,960 --> 00:20:26,680 you're going, that's the crazy thing right now. 396 00:20:26,680 --> 00:20:31,440 Like after boom, it seems like coins are just doing like like 397 00:20:31,440 --> 00:20:36,160 10 month, 12 month cycles in like hours. 398 00:20:36,400 --> 00:20:39,200 Like it's instantaneous generational wells like you. 399 00:20:39,280 --> 00:20:42,840 You ape in and like By afternoon you ape in like $1000 and by 400 00:20:42,840 --> 00:20:46,960 night time you've retired. You're like 10 generations like, 401 00:20:47,760 --> 00:20:50,000 like. You have to be paying. 402 00:20:50,000 --> 00:20:52,400 Attention 100%. I mean, but the question is what 403 00:20:52,400 --> 00:20:54,680 did this launch at like was this something like you could 404 00:20:54,680 --> 00:20:58,320 actually like capture that much because like it launched this 405 00:20:58,320 --> 00:21:00,960 morning, right? Well, there was a trader that 406 00:21:00,960 --> 00:21:02,760 this this story went viral that made like he. 407 00:21:04,440 --> 00:21:07,840 Didn't cash out. Well, I think it's probably 408 00:21:07,840 --> 00:21:11,520 around the same level that it was when he when he top ticked 409 00:21:11,520 --> 00:21:12,840 it. Oh, he did sell. 410 00:21:13,240 --> 00:21:14,600 Oh, I didn't know if he. Sold. 411 00:21:14,600 --> 00:21:17,160 I don't know if he sold. I thought there was a wallet 412 00:21:17,160 --> 00:21:20,360 that went from like, which I'm going to assume was like a team 413 00:21:20,360 --> 00:21:22,600 sniper wallet because it didn't sell at all. 414 00:21:22,600 --> 00:21:26,640 But it went to eight, $10 million from like a couple 415 00:21:26,640 --> 00:21:29,000 thousand. But like this one this launched 416 00:21:29,000 --> 00:21:32,440 at oh damn, it did launch at like a a kind of. 417 00:21:32,440 --> 00:21:35,680 So it launched at 4 zeros and 35. 418 00:21:35,680 --> 00:21:37,200 Wow. It actually did fucking. 419 00:21:37,200 --> 00:21:40,040 It's like 100 X. So yeah, Trader made $20 420 00:21:40,040 --> 00:21:42,760 million. You are, as we say, you can 421 00:21:42,760 --> 00:21:46,840 retire yourself in a few generations in Solana Meme Coin 422 00:21:46,840 --> 00:21:48,720 season. This is just another one today. 423 00:21:48,960 --> 00:21:51,520 That's insane, right? Like, OK, Like, isn't that mind 424 00:21:51,520 --> 00:21:53,440 blowing? Like from like, the world we 425 00:21:53,440 --> 00:21:55,920 came from and like, even where we're right now? 426 00:21:56,280 --> 00:21:59,480 Like even in Meme Coin Man 2021 you didn't see anything like 427 00:21:59,480 --> 00:22:02,080 this. Dude, like, even 2020 million it 428 00:22:02,080 --> 00:22:04,560 was it was wild, right? Like now it's 200. 429 00:22:05,080 --> 00:22:07,960 Yeah, exactly. Yeah, like 100 million is like 430 00:22:07,960 --> 00:22:10,480 the new 10 million. It almost, it seems like if you 431 00:22:10,480 --> 00:22:12,400 catch a couple good like everyday coins are going like 432 00:22:12,400 --> 00:22:16,120 5000 fifty hundred 5000, like 100% insane. 433 00:22:16,600 --> 00:22:18,400 Yeah, I. Really fucking crushed it. 434 00:22:18,720 --> 00:22:21,080 How long did it take for Mog, for example, to get to 20? 435 00:22:21,160 --> 00:22:23,320 I remember it just being like, oh, this is taking. 436 00:22:24,520 --> 00:22:26,280 Yeah, eight months. It's consolidated. 437 00:22:26,720 --> 00:22:32,800 Mog consolidated at that 8 to 15, eight to 1520 million range 438 00:22:33,000 --> 00:22:36,240 for eight months. And then like when it's like 439 00:22:36,240 --> 00:22:38,880 pumping, it pumped hard, it got to 500, now it's consolidating 440 00:22:38,880 --> 00:22:41,160 again. But but that's also like 441 00:22:41,200 --> 00:22:43,960 Ethereum, right? Like like the volume. 442 00:22:44,200 --> 00:22:47,520 And I'm a, you know, big fan of Mog, but like the volume Mog is 443 00:22:47,520 --> 00:22:50,080 doing, which is like probably one of the bigger coins, meme 444 00:22:50,080 --> 00:22:56,600 coins on Ethereum, it's like like 500K meme coins on Solana 445 00:22:56,960 --> 00:23:00,440 are doing more per hour volume like that. 446 00:23:00,440 --> 00:23:02,720 Mind blowing? Like what the fuck? 447 00:23:03,160 --> 00:23:07,920 So, my Mog. Yeah a volume yesterday and 448 00:23:07,920 --> 00:23:11,480 Solana meme coins, yeah like you said like if I go down the list 449 00:23:11,480 --> 00:23:16,600 we get to about number was that 30 before we get to five and a 450 00:23:16,600 --> 00:23:21,520 half million roughly like it is. The 30 memes on Solana are doing 451 00:23:21,520 --> 00:23:25,280 more than one of the top on chain memes at least on on East 452 00:23:25,280 --> 00:23:28,880 it's it's a big big difference. It's definitely come a bit more 453 00:23:28,880 --> 00:23:31,280 multi chain though, like a lot of these base tokens. 454 00:23:31,280 --> 00:23:34,440 Again, having a good day, the top tokens forgot yesterday's D 455 00:23:34,440 --> 00:23:38,000 Gen. tokens down a little bit, but all the all the followers 456 00:23:38,000 --> 00:23:40,080 Brett which is a. Popular one, Yeah, but that's 457 00:23:40,080 --> 00:23:43,040 not a meme point, right? D Gen's like isn't that part of 458 00:23:43,040 --> 00:23:44,480 like FARC? It's more to it, yeah. 459 00:23:44,480 --> 00:23:46,040 It's got a bit more to it, but like so. 460 00:23:46,040 --> 00:23:48,320 But look at that. Look at look at that list 1. 461 00:23:48,320 --> 00:23:52,400 Meme one is a a utility coin. And isn't it all just meme 462 00:23:52,400 --> 00:23:54,800 coins? Yeah, it is, of course. 463 00:23:55,160 --> 00:23:57,400 I mean, mean coins is this space at the moment. 464 00:23:57,400 --> 00:23:59,920 I know this show has become more talking about it because that 465 00:24:00,240 --> 00:24:01,760 you know if people. Are making $20 million. 466 00:24:01,760 --> 00:24:02,720 That's what you should talk about. 467 00:24:02,880 --> 00:24:03,760 Yeah. Yeah, that's. 468 00:24:03,880 --> 00:24:06,000 Been making $20 million a day. I think people do want to hear 469 00:24:06,000 --> 00:24:08,040 about it and people are following where that's 470 00:24:08,040 --> 00:24:10,480 happening. So I think you just have to have 471 00:24:10,480 --> 00:24:11,760 to accept it. But yeah, the one of. 472 00:24:11,840 --> 00:24:15,560 The big ones, I mean yesterday. Or was it day before Based in 473 00:24:15,560 --> 00:24:20,760 more volume than Solana? It was like 2.1 billion, which 474 00:24:20,760 --> 00:24:24,520 is interesting. So I think, I think it's now 475 00:24:25,280 --> 00:24:28,760 it's on deck Screener it's saying 2 billion again for 476 00:24:28,760 --> 00:24:30,840 Solana and and bases it's definitely cooled down since 477 00:24:30,840 --> 00:24:33,000 then it's about 700 million but it's you know it's two very 478 00:24:33,000 --> 00:24:34,720 decent volume. See, that's a lot. 479 00:24:34,720 --> 00:24:37,880 Still very, very TBL. Then blast too, right? 480 00:24:37,880 --> 00:24:39,360 Like I saw on your newsletter, it's like that. 481 00:24:39,440 --> 00:24:40,720 Yeah, yeah, it's well, it's getting there. 482 00:24:40,720 --> 00:24:43,240 It's getting a very it's it's about to flip it, I think. 483 00:24:43,240 --> 00:24:47,400 So kind of crazy move there. Talking about BLAST, we did see 484 00:24:47,400 --> 00:24:48,920 we spoke about this yield token yesterday. 485 00:24:48,920 --> 00:24:51,800 They changed their Tokenomics. It then promptly dropped 50%, 486 00:24:52,320 --> 00:24:56,040 which I thought was when they changed it. 487 00:24:56,160 --> 00:24:58,680 I I don't know the game that well, but they changed it so 488 00:24:58,680 --> 00:25:03,880 that so that like Wales were slightly hurt on the Tokenomics 489 00:25:03,880 --> 00:25:06,320 side of things like they won't get their distributions as quick 490 00:25:06,360 --> 00:25:09,360 and that caused a bit of a dip. It looked like it was positive 491 00:25:09,360 --> 00:25:11,880 for the long, long term. Did I call that? 492 00:25:11,880 --> 00:25:14,640 Yesterday on the show. I actually don't know. 493 00:25:15,160 --> 00:25:17,520 But maybe that's a double top look at that. 494 00:25:17,760 --> 00:25:20,720 I mean, it might not be long term, but damn, they smashed it 495 00:25:20,720 --> 00:25:23,200 right at that level. Yeah, so that's when the 496 00:25:23,200 --> 00:25:26,200 announcement came it. It then promptly dropped 50%. 497 00:25:26,360 --> 00:25:28,880 I think I actually looked through the announcement, yes, 498 00:25:29,440 --> 00:25:31,400 this morning, 'cause I was like, what the hell happened there? 499 00:25:33,080 --> 00:25:36,960 And Eric EB seven, he was more bullish about it. 500 00:25:37,120 --> 00:25:40,360 Let me just share this tab. So he said the Crypto Valley's 501 00:25:40,360 --> 00:25:42,160 update from today is actually incredible. 502 00:25:42,160 --> 00:25:44,520 I'm convinced, I mean this is one of these tweets, but I'm 503 00:25:44,520 --> 00:25:47,640 convinced the team behind this understands tokenomics, the 504 00:25:47,640 --> 00:25:50,360 level of Pac-Man, the Blur team, highest compliment update 505 00:25:50,360 --> 00:25:52,160 preachers analysis courtesy of Mod dog. 506 00:25:53,920 --> 00:25:56,280 They basically, I don't know the game that well, but they 507 00:25:56,280 --> 00:25:58,800 basically I think have made it so that Wales don't get as many 508 00:25:58,800 --> 00:26:02,000 tokens and some of those Wales were pissed, so that's why it 509 00:26:02,000 --> 00:26:03,960 went lower. But it it looks like it could be 510 00:26:04,520 --> 00:26:08,120 positive for the long term. Who knows these things? 511 00:26:08,520 --> 00:26:10,520 Are wrong. They don't. 512 00:26:10,720 --> 00:26:12,280 They don't. But at the same time that was 513 00:26:12,280 --> 00:26:14,880 definitely one that took a lot of attention in the NFT state 514 00:26:15,200 --> 00:26:18,520 and I I'm not calling the end of it just yet. 515 00:26:18,520 --> 00:26:21,680 Like people do love this game. Like it's kind of addictive if 516 00:26:21,680 --> 00:26:22,920 you've you've. Really. 517 00:26:22,920 --> 00:26:25,120 Yeah. I think Red Guy tweets about it. 518 00:26:25,120 --> 00:26:29,720 Non-stop loving it. If I typed in yield right now, I 519 00:26:29,720 --> 00:26:34,440 would say you know at least 5 to 10 top NFT people are getting 520 00:26:34,440 --> 00:26:37,120 involved in this thing high. Yeah, I saw DS on it too. 521 00:26:37,120 --> 00:26:41,280 Yeah, yeah. Ike DS Oh, Moon Cat. 522 00:26:41,360 --> 00:26:44,760 Obviously. Yeah, just a bunch. 523 00:26:44,760 --> 00:26:46,200 A bunch. Of Moon Cat too. 524 00:26:46,200 --> 00:26:47,960 Yeah, that's right. I did see that he has. 525 00:26:47,960 --> 00:26:50,320 He's a frontline. Soldier He's a frontline soldier 526 00:26:50,320 --> 00:26:52,160 for sure. Yeah, 100%. 527 00:26:52,280 --> 00:26:55,080 He likes getting involved in everything, but yeah, this has 528 00:26:55,080 --> 00:26:57,000 definitely been one that a lot of people have picked up on. 529 00:26:57,800 --> 00:27:01,360 I don't think I wouldn't call the end of it just yet. 530 00:27:01,560 --> 00:27:05,080 What else is on blast like the like I'm not like meme coins 531 00:27:05,080 --> 00:27:08,080 kind of didn't. Or how's that Pac-Man did PAC 532 00:27:08,080 --> 00:27:11,360 Moon I thought that was kind of. It's something to be, yeah. 533 00:27:11,360 --> 00:27:15,040 So PAC Man's having a decent 24 hours, it's back up to $32 534 00:27:15,040 --> 00:27:18,120 million market cap now. So that's I think an all time 535 00:27:18,120 --> 00:27:20,240 high. I mean just looking at these 536 00:27:20,240 --> 00:27:24,200 numbers, 137 million of volume has gone through over the last 537 00:27:24,200 --> 00:27:28,480 24 hours versus 700 million on base. 538 00:27:28,600 --> 00:27:32,080 It kind of tells and these are similar TVLS, there is less, 539 00:27:33,480 --> 00:27:36,160 there's less trading for sure on blast like there's less things 540 00:27:36,280 --> 00:27:38,440 even though they have high TVLA. Lot of that is just farming the 541 00:27:39,040 --> 00:27:42,920 the upcoming AirDrop. There's far less actual activity 542 00:27:42,920 --> 00:27:46,520 it feels like. So yield this crypto values is 543 00:27:46,520 --> 00:27:49,320 definitely one of the more interesting things to to happen 544 00:27:49,320 --> 00:27:50,800 there. But. 545 00:27:51,800 --> 00:27:53,400 It's yeah, it's really nothing. You're right. 546 00:27:53,400 --> 00:27:55,880 It's more it's more farming D5 stuff. 547 00:27:55,880 --> 00:27:59,160 So like juice Finance, like they have their token launched today 548 00:27:59,480 --> 00:28:01,720 and that's on blast. So that'll do the probably the 549 00:28:01,720 --> 00:28:05,720 most exciting thing on blast. Since, yeah, so you're going to 550 00:28:05,720 --> 00:28:08,480 start to see some of their own, like native D5 things. 551 00:28:08,480 --> 00:28:13,000 Now sometimes juice is a lending profile which platform which you 552 00:28:13,000 --> 00:28:16,040 get a bunch of gold, they've got like a lot of the big gold blast 553 00:28:16,040 --> 00:28:19,160 incentives are are through there and that's reached about 200 554 00:28:19,160 --> 00:28:21,280 million plus TBL. So that's going to, that's going 555 00:28:21,280 --> 00:28:22,960 to be one of the bigger launches I think. 556 00:28:22,960 --> 00:28:25,040 I think it's definitely one of the biggest things in terms of 557 00:28:25,040 --> 00:28:28,760 TBL, but does this. Chain look like long term like 558 00:28:30,600 --> 00:28:35,360 is it going to be able to sustain itself once the kind of 559 00:28:35,360 --> 00:28:38,000 rewards trickle off? Is that never, is that just 560 00:28:38,000 --> 00:28:39,720 never going to happen? Are people going to have their, 561 00:28:39,720 --> 00:28:43,280 like, eat steak there forever? Like what's the long term 562 00:28:43,280 --> 00:28:46,560 picture? So I think it's it's a difficult 563 00:28:46,560 --> 00:28:49,720 one because you look at what happened with Blur and Blur won 564 00:28:49,760 --> 00:28:54,640 a ton of let's say similarly one ton of market share and has 565 00:28:54,640 --> 00:28:57,640 since kind of bled out in terms of market share. 566 00:28:57,640 --> 00:29:01,120 Like Magic Eden is now beating it pretty comfortable for market 567 00:29:01,120 --> 00:29:02,280 share. I think Magic Eden's beating it 568 00:29:02,280 --> 00:29:06,600 obviously for revenue as well. So it's interesting to see. 569 00:29:06,760 --> 00:29:09,320 But the Ponzi will keep going or at least like the the idea of 570 00:29:09,320 --> 00:29:11,520 staying involved or keep going. So I'm sure like there'll be 571 00:29:11,520 --> 00:29:15,040 points and this, this current season will go to a season 572 00:29:15,040 --> 00:29:18,760 34567. So hopefully this time this 573 00:29:18,760 --> 00:29:21,920 gives it time to fill out more long term protocols. 574 00:29:21,920 --> 00:29:25,200 There's a lot more things which are only on blast. 575 00:29:25,200 --> 00:29:27,720 On blast, they're not, they're not cross chain. 576 00:29:27,840 --> 00:29:30,800 A lot of the stuff here, and in fact a lot of the cross chain 577 00:29:30,800 --> 00:29:33,880 stuff gets, gets like nerfed in terms of points. 578 00:29:33,880 --> 00:29:36,920 So it's. Which is stupid, by the way. 579 00:29:36,920 --> 00:29:39,960 Like, if you're another chain, you're bringing community over 580 00:29:39,960 --> 00:29:41,600 to blast and you're getting nerfed. 581 00:29:41,600 --> 00:29:44,520 Like, I thought I was wasabi, Like, they brought from mainnet, 582 00:29:44,520 --> 00:29:47,000 like from and over. And they got nerfed and I was 583 00:29:47,000 --> 00:29:48,880 like, man, they're bringing people over. 584 00:29:49,360 --> 00:29:50,720 And I don't know, that's like a weird thing. 585 00:29:50,720 --> 00:29:53,240 But yeah, whatever. I guess my question is more 586 00:29:53,240 --> 00:29:58,800 like, can you long term, do you actually sustain real enough 587 00:29:58,800 --> 00:30:02,320 activity that that then catalyzes more and more and more 588 00:30:02,320 --> 00:30:05,440 real activity with the points or is it just like a slow dwindling 589 00:30:05,440 --> 00:30:08,320 of the whole points thing? I think that's what everyone's 590 00:30:08,320 --> 00:30:11,760 waiting to see with Blur. There was probably less 591 00:30:11,760 --> 00:30:16,760 innovation than like to keep that people staying there other 592 00:30:16,760 --> 00:30:19,080 than the points, whereas here they're hoping that there's 593 00:30:19,080 --> 00:30:20,920 going to be a bunch of new things built. 594 00:30:20,920 --> 00:30:23,440 This stuff like yield is kind of what they need to have happen. 595 00:30:23,440 --> 00:30:25,920 They need to have. We need to have stuff that 596 00:30:25,920 --> 00:30:30,000 people actually want to come on and use rather than just just 597 00:30:30,080 --> 00:30:32,800 farming and airdrops. So I think it remains to be 598 00:30:32,800 --> 00:30:37,200 seen, but I and I think it's an interesting strategy they've 599 00:30:37,200 --> 00:30:40,360 gone with, which is like like Wiz says, they've really, 600 00:30:40,600 --> 00:30:42,920 they're really trying to encourage only things that are 601 00:30:42,920 --> 00:30:47,760 built on blast and nowhere else. And I don't know if that is the 602 00:30:47,760 --> 00:30:52,880 strongest long term move definitely creates like a unique 603 00:30:52,880 --> 00:30:56,160 experience, but maybe that makes weaker protocols, who knows like 604 00:30:56,160 --> 00:31:02,080 just the way that ETA is with with with modularity that is I 605 00:31:02,080 --> 00:31:04,960 think that's that's kind of it in terms of meme coins. 606 00:31:04,960 --> 00:31:10,160 I did see interestingly today that the RWA, this is something 607 00:31:10,160 --> 00:31:12,720 that we've spoken about a bit more on the show has has now 608 00:31:13,000 --> 00:31:16,520 surpassed crypto gaming in terms of search trends. 609 00:31:16,520 --> 00:31:18,360 It's definitely something that's been picking up ever since 610 00:31:18,360 --> 00:31:19,800 BlackRock announced their new fund. 611 00:31:21,120 --> 00:31:24,720 I know we've spoken about Coins in this space before with Ondo, 612 00:31:24,720 --> 00:31:29,040 Pendle, Mantra, Mantra, which is they've all had a bit of a big 613 00:31:29,040 --> 00:31:32,760 move. But if I was to pick one big 614 00:31:33,440 --> 00:31:36,760 narrative which is picking up pace in crypto over the last 615 00:31:37,080 --> 00:31:39,960 three weeks, I would say it's RW Eight. 616 00:31:39,960 --> 00:31:44,960 It definitely feels like a space which could see some pretty 617 00:31:44,960 --> 00:31:46,560 substantial growth. I'll share this tab. 618 00:31:46,560 --> 00:31:49,680 So Ondo, which has got a bit of a partnership actually with 619 00:31:49,680 --> 00:31:53,000 BlackRock, that's up hundred 100% in the last week. 620 00:31:53,000 --> 00:31:55,680 Polymesh is up to 100%. Mantra. 621 00:31:56,520 --> 00:31:59,200 Well, Mantra I thought had had a huge move. 622 00:31:59,200 --> 00:32:01,320 Yeah, well, Mantra had a huge move before that. 623 00:32:01,880 --> 00:32:05,880 It's done about 3X in the last month and you kind of go down 624 00:32:05,880 --> 00:32:09,360 this list handles up 65%, centrifuge up 62%. 625 00:32:09,360 --> 00:32:14,080 This every single token I see in the RWA space is absolutely 626 00:32:14,080 --> 00:32:17,400 mooning right now, like every single one on this list, every 627 00:32:17,400 --> 00:32:21,160 single one. And that I think is some of 628 00:32:21,160 --> 00:32:23,200 these are quite low market caps, like the biggest one. 629 00:32:23,400 --> 00:32:27,560 The biggest market cap in this space is Ondo, which is a $1.2 630 00:32:27,760 --> 00:32:30,200 million current market cap. It's got about a nine billion 631 00:32:30,240 --> 00:32:32,840 fully diluted. But what do you think about this 632 00:32:32,840 --> 00:32:34,680 this space guide? Like do you think this is just 633 00:32:34,680 --> 00:32:37,240 too boomer as a space to be interesting? 634 00:32:37,240 --> 00:32:39,080 Or do you think this this could really pick up? 635 00:32:40,360 --> 00:32:42,960 Oh man, this will definitely pick up because I think, I think 636 00:32:42,960 --> 00:32:45,400 the fact that it is Boomer is why it'll pick up. 637 00:32:45,400 --> 00:32:50,800 Because I think as crypto and red free is growing people, 638 00:32:50,880 --> 00:32:54,760 people like there's a large chunk that just mistrust A banks 639 00:32:55,040 --> 00:32:57,600 where they don't want to keep any cash in the banks right. 640 00:32:57,840 --> 00:33:01,840 Which means they have no access to grow their funds or get a 641 00:33:01,920 --> 00:33:04,240 diversified exposure to something else. 642 00:33:04,240 --> 00:33:06,840 Like once you have like, say like this, people would like, 643 00:33:06,840 --> 00:33:10,160 you know, like 10 billion of Ethereum, right? 644 00:33:10,200 --> 00:33:14,640 There's probably tons of whales like our Bitcoin or random 645 00:33:14,920 --> 00:33:16,560 fucking D5 shit Solana, whatever. 646 00:33:16,560 --> 00:33:18,720 It may be like, right? Say hundreds of millions or 647 00:33:18,720 --> 00:33:20,720 whatever. Where are you going to put that 648 00:33:20,720 --> 00:33:22,200 money in? Like you can't put it in like 649 00:33:22,200 --> 00:33:25,120 shit like Ave. and com. There's no returns, right? 650 00:33:25,120 --> 00:33:28,240 Because interest rates are high enough, because like D5, that's 651 00:33:28,240 --> 00:33:31,680 the reason D5 has been so bad over the last little while is 652 00:33:31,680 --> 00:33:33,120 because interest rates are so high. 653 00:33:33,560 --> 00:33:36,240 People don't need to tap into D5 to get those. 654 00:33:36,800 --> 00:33:39,680 You know where they can park their cash and get some returns, 655 00:33:39,760 --> 00:33:42,600 right? So now it's like, OK, I want to 656 00:33:42,600 --> 00:33:45,360 get exposure to real estate. Like nobody wants to pull out 657 00:33:45,360 --> 00:33:48,920 their like their crypto and be like, OK, I'm going to go buy 658 00:33:48,920 --> 00:33:52,920 like you know, $50 million worth of real estate to get exposure. 659 00:33:53,160 --> 00:33:56,720 There's a lot of like bureaucracy, ad hoc transfer of 660 00:33:56,720 --> 00:33:59,240 money, like taxes, blah blah, blah. 661 00:33:59,520 --> 00:34:01,560 You know, that's just America, I think more international, like 662 00:34:01,560 --> 00:34:04,680 Asia and stuff like that. How do you get cross-border 663 00:34:04,920 --> 00:34:09,920 exposure to real world assets like American real estate or 664 00:34:09,920 --> 00:34:13,960 European real estate, Asian real estate, whether it's gold, crude 665 00:34:13,960 --> 00:34:18,360 oil, whatever it may be, carbon credits, you know, for example. 666 00:34:18,360 --> 00:34:21,400 That's been a big thing I've been a bull on for RWA. 667 00:34:21,639 --> 00:34:23,239 How do you get exposure? There's no cross. 668 00:34:23,440 --> 00:34:27,239 There's no clean cross-border way to be able to trade all this 669 00:34:27,239 --> 00:34:30,280 unless you have a full KY seed account. 670 00:34:30,280 --> 00:34:33,159 And that's talking about the very big stuff like gold, 671 00:34:33,159 --> 00:34:35,800 silver, commodities, real estate, right. 672 00:34:36,000 --> 00:34:38,320 But some of the other stuff like, uh, that you want to get 673 00:34:38,320 --> 00:34:41,880 exposure, there is no centralized liquid way to do 674 00:34:41,880 --> 00:34:44,080 that. And I feel like that's where a 675 00:34:44,080 --> 00:34:47,960 lot of crypto people who want to add that diversification, who 676 00:34:47,960 --> 00:34:50,960 aren't like, you know degens like us who are like all in on 677 00:34:50,960 --> 00:34:54,520 the meme coin that that's the money that will flow in. 678 00:34:54,679 --> 00:34:57,800 And you see that because like you see all these chains like 679 00:34:57,800 --> 00:34:59,600 look at arbitrary. Arbitrary is one of the biggest 680 00:34:59,600 --> 00:35:03,160 TV LS out there and volume out there, but it's not. 681 00:35:03,400 --> 00:35:05,200 There's like there's no meme coins and stuff out there, 682 00:35:05,200 --> 00:35:07,200 right? So there are even like BSc like 683 00:35:07,200 --> 00:35:09,240 Binance function is running a lot of stuff, right. 684 00:35:09,440 --> 00:35:12,360 The other meme coin that raised 280 million, So there's a lot of 685 00:35:12,360 --> 00:35:15,760 money out there that wants to go into stuff that's a little bit 686 00:35:15,760 --> 00:35:18,240 safer. They want to get diversified 687 00:35:18,240 --> 00:35:22,120 exposure, cross-border exposure and this is kind of the only way 688 00:35:22,120 --> 00:35:25,080 they can do that. So I think the more there's a 689 00:35:25,080 --> 00:35:29,160 lot more RWAI think coming in and I think the money that's 690 00:35:29,160 --> 00:35:31,680 going to inflow into that well, it's going to be people who are 691 00:35:31,680 --> 00:35:33,640 like, hey listen, I just want to get exposure, I want to 692 00:35:33,640 --> 00:35:38,640 diversify My Portfolio and like even like a few percent of that 693 00:35:38,640 --> 00:35:42,200 portfolio overall over if you project forward like you know 694 00:35:42,880 --> 00:35:45,640 three to four X growth of the market, you're you're talking 695 00:35:45,640 --> 00:35:48,400 billions rolling into these RWA projects, right. 696 00:35:48,600 --> 00:35:52,240 So yeah, big Bull on Ondo Pendle obviously, you know we're 697 00:35:52,480 --> 00:35:56,640 obviously, I'm a huge Pendle Bull, extremely undervalued and 698 00:35:56,640 --> 00:35:58,440 then all these other projects too that are coming up. 699 00:35:59,080 --> 00:36:01,240 Yeah, I I agree with you. It's it's Boomer. 700 00:36:01,680 --> 00:36:03,680 But don't underestimate the boomers. 701 00:36:03,680 --> 00:36:07,920 It's it's just a ton a. Ton of money, crypto boomer. 702 00:36:07,920 --> 00:36:09,280 You know, like, I think that's like the cat. 703 00:36:09,280 --> 00:36:11,360 Like the thing. Like it's not like our mom and 704 00:36:11,360 --> 00:36:14,160 dad who are going to. It's like like people who have 705 00:36:14,160 --> 00:36:18,000 made like billions in crypto and like don't want to be in the 706 00:36:18,000 --> 00:36:21,200 trenches. Like aping, you know, meme coins 707 00:36:21,240 --> 00:36:24,120 other than just for fun. They want to park their assets 708 00:36:24,120 --> 00:36:26,440 in something and you can't park it and defy anymore, right, 709 00:36:26,520 --> 00:36:28,240 Right. I think that's why in a high 710 00:36:28,240 --> 00:36:31,600 interest rate environment, RWA is going to be the big and we're 711 00:36:31,600 --> 00:36:33,880 going to be in a high interest rate environment for a long 712 00:36:33,880 --> 00:36:35,520 time, right. Like it's we're not going to see 713 00:36:35,720 --> 00:36:39,520 0% interest rates for at least maybe another catastrophe that 714 00:36:39,520 --> 00:36:41,440 happens maybe five years from now or something like that. 715 00:36:41,720 --> 00:36:44,040 So, right, we're in a high inflation environment, we're in 716 00:36:44,040 --> 00:36:47,640 a high rate environment, which means that our like the, the, 717 00:36:48,000 --> 00:36:51,480 the demand for real world assets in this world is going to be 718 00:36:51,480 --> 00:36:52,720 huge. Yeah. 719 00:36:52,840 --> 00:36:53,800 And we're seeing that we're seeing. 720 00:36:54,280 --> 00:36:58,960 The amount of money trying to chase 5 to 8% yields is 721 00:36:59,120 --> 00:37:01,320 unbelievably higher. The amount of money trying to 722 00:37:01,320 --> 00:37:05,400 chase 10 XS, there's just so much money that is looking for 723 00:37:05,400 --> 00:37:09,360 stable, relatively high yields. And if that sort of money starts 724 00:37:09,360 --> 00:37:12,120 to move into crypto and finds products that they can invest in 725 00:37:12,120 --> 00:37:14,320 not mean coins, they're not trying to make 1000 X, they're 726 00:37:14,320 --> 00:37:17,560 just trying to basically make boring returns with their with 727 00:37:17,560 --> 00:37:21,200 their savings. I think that that would be in 728 00:37:21,200 --> 00:37:22,720 some ways an even more bullish trend. 729 00:37:22,720 --> 00:37:26,920 So just out of all the low caps right now obviously stuff's 730 00:37:26,920 --> 00:37:29,920 happening in meme coins obviously stuff is happening in 731 00:37:29,920 --> 00:37:33,320 in in gaming. But I do think RW as as a as a 732 00:37:33,320 --> 00:37:36,800 sector is 1 to pay attention to. It's actually only a small list 733 00:37:36,800 --> 00:37:38,760 I would say of coins that you would invest in. 734 00:37:39,760 --> 00:37:42,880 So it's it's worth it's worth digging in back when we come 735 00:37:42,880 --> 00:37:46,760 back to NF TS. It's been kind of a a similar 736 00:37:46,760 --> 00:37:49,920 sort of trend over the last over the last 24 hours that we saw 737 00:37:50,480 --> 00:37:54,440 yesterday. It's mainly been about about 738 00:37:54,440 --> 00:37:57,640 ordinals, Bitcoin puppets I think. 739 00:37:57,640 --> 00:38:02,400 Let me just share my screen for the for the degens page. 740 00:38:02,680 --> 00:38:05,440 Here we go. Yeah, Bitcoin puppets hit an all 741 00:38:05,440 --> 00:38:09,160 time high up to nought .3. Pudgy Penguins had a bit of a 742 00:38:09,160 --> 00:38:11,560 bounce. Actually, Azuki had a bit of a 743 00:38:11,560 --> 00:38:14,560 bounce. Azuki has flipped mutinates in 744 00:38:15,560 --> 00:38:18,600 terms of market cap. They're back up to 5 E But 745 00:38:18,600 --> 00:38:21,520 ladies had a bit. It was, it was been an OK day of 746 00:38:21,520 --> 00:38:25,880 the last 24 hours. A lot of talk about Azuki right 747 00:38:25,880 --> 00:38:30,360 now, a lot of talk about them, you know, doing a token, doing 748 00:38:30,360 --> 00:38:32,440 potentially even a chain. There's like a lot, a lot of 749 00:38:32,440 --> 00:38:34,280 rumours about where they're going to take. 750 00:38:34,280 --> 00:38:37,000 Oh really? Oh yeah, anime chain. 751 00:38:37,720 --> 00:38:41,000 Anime chain is what I'm hearing. Yeah, a lot of rumors about 752 00:38:41,000 --> 00:38:43,320 what's going on going. On that's like the new thing, 753 00:38:43,320 --> 00:38:45,080 right? Like if you every gaming 754 00:38:45,080 --> 00:38:48,160 protocol is doing their own L3. Yeah, exactly. 755 00:38:48,160 --> 00:38:50,000 It's like easy pump like, why not? 756 00:38:50,680 --> 00:38:53,840 So but I think they've been pretty vocal about them then 757 00:38:53,840 --> 00:38:57,320 trying to do that like it's it's but who knows who knows? 758 00:38:57,320 --> 00:38:59,120 Well, I have a. Lot of zookies, so that'd be 759 00:38:59,120 --> 00:39:00,360 nice. Yeah exactly. 760 00:39:01,040 --> 00:39:04,840 But yeah puppet puppets I think has been the main 1 breaking 761 00:39:04,840 --> 00:39:06,560 looks like 20 grand now for a puppet. 762 00:39:06,560 --> 00:39:09,640 It's it's I think half the price of a node monkey roughly. 763 00:39:11,000 --> 00:39:14,800 But yeah 20 grand for a puppet, 45 grand for a node monkey that 764 00:39:14,800 --> 00:39:17,760 is that has really been one of the the craziest moves so far 765 00:39:17,760 --> 00:39:20,400 this year. So that's been that's been the 766 00:39:20,400 --> 00:39:24,040 main thing in in in terms of NFTS we did see a dart farms one 767 00:39:24,040 --> 00:39:29,840 of one sell for for 270K looks like which I thought was pretty 768 00:39:29,840 --> 00:39:31,960 cool. He burned it too, right? 769 00:39:33,240 --> 00:39:36,400 What'd you say? He burnt the bone that he they 770 00:39:36,400 --> 00:39:39,720 paid for it. Wow, I didn't realize that I'm. 771 00:39:39,800 --> 00:39:40,960 Pretty sweet, I could be wrong, I thought. 772 00:39:41,000 --> 00:39:44,280 I thought somebody said that, that he burned all the bone that 773 00:39:44,280 --> 00:39:46,280 he raised. What a what a legend. 774 00:39:46,880 --> 00:39:50,320 That's crazy. Yeah, that's pretty cool. 775 00:39:50,400 --> 00:39:54,480 So look, that's pretty pretty nice 270K for a for a dark farms 776 00:39:54,480 --> 00:39:56,520 one of one. There's been an NFT on base 777 00:39:56,520 --> 00:39:59,920 actually, which ripped this is primitives MFT, which I think 778 00:39:59,920 --> 00:40:04,160 was shared by Jesse Polak. So NFTS on base starting to pick 779 00:40:04,160 --> 00:40:05,720 up as is an. Interesting. 780 00:40:05,720 --> 00:40:07,160 How do you buy those? How do you buy the base? 781 00:40:07,160 --> 00:40:10,240 NFTSI was looking at that too. You know what? 782 00:40:10,240 --> 00:40:11,920 I don't know. I actually don't know. 783 00:40:13,480 --> 00:40:15,320 Yeah, 'cause I thought the primitives that look cool, I 784 00:40:15,320 --> 00:40:17,600 wanted to get some, but I had no idea where to buy them. 785 00:40:19,400 --> 00:40:20,880 Is that do they have their own marketplace? 786 00:40:21,560 --> 00:40:24,680 You know what they may Coinbase NFC marketplace maybe? 787 00:40:24,760 --> 00:40:31,120 Maybe, I wonder with Coinbase. NFC I only got a use case. 788 00:40:31,120 --> 00:40:33,280 Who knows? I I genuinely don't know where 789 00:40:33,280 --> 00:40:35,200 the base marketplace is, but maybe it. 790 00:40:35,640 --> 00:40:39,120 Could be a good play then, even if we don't know means that you 791 00:40:39,120 --> 00:40:40,520 know there's nothing but upside then. 792 00:40:41,000 --> 00:40:42,720 Yeah, exactly. That's actually a very good 793 00:40:42,720 --> 00:40:45,720 point if if you want to find friction and you then you want 794 00:40:45,720 --> 00:40:47,560 to explore it and and find where you want to invest. 795 00:40:47,560 --> 00:40:49,800 So maybe maybe this is the stuff that we should be investing in 796 00:40:50,120 --> 00:40:53,960 that that as the top NFT on base seems maybe a little bit. 797 00:40:53,960 --> 00:40:55,400 Lower. Yeah, look cool too, like. 798 00:40:55,640 --> 00:40:57,880 Right nought point nought 8 E Yeah, I don't know. 799 00:40:57,880 --> 00:40:59,440 That's probably a punt. That's probably a. 800 00:40:59,440 --> 00:41:01,520 That's probably a 10. X Play the chat is saying you 801 00:41:01,520 --> 00:41:04,200 can buy them on Open C you. Can buy them on Open C, right? 802 00:41:04,200 --> 00:41:05,120 OK, well. Oh really? 803 00:41:07,040 --> 00:41:10,360 I don't remember. Them saying that they were going 804 00:41:10,360 --> 00:41:11,640 to do that recently, Yeah. Yeah, yeah. 805 00:41:11,640 --> 00:41:12,280 Yeah, they're here. No. 806 00:41:12,640 --> 00:41:13,760 Yes. Yeah. 807 00:41:15,560 --> 00:41:18,200 So it looks like. A chain like a pixel. 808 00:41:18,440 --> 00:41:21,800 Like remember like every chain has one pixel that's going to do 809 00:41:21,800 --> 00:41:24,920 good no matter what. Like I did that when say Network 810 00:41:24,920 --> 00:41:26,920 launched it. Like their sayings, they did 811 00:41:26,920 --> 00:41:29,120 really well. I don't see why this doesn't do 812 00:41:29,120 --> 00:41:31,240 well too. I just have no idea how to buy 813 00:41:31,280 --> 00:41:34,920 it. These are at .4 now. .4 Eat. 814 00:41:35,240 --> 00:41:36,440 Yeah. Yeah, they're not. 815 00:41:36,440 --> 00:41:38,120 They're not sure. What did they mean that? 816 00:41:38,680 --> 00:41:40,520 No .8. No point. 817 00:41:40,520 --> 00:41:43,240 Not not. 30 We suck. Oh, wow. 818 00:41:44,320 --> 00:41:45,320 Yeah, no point. Not, not three. 819 00:41:45,320 --> 00:41:48,160 Hang on. So that's 100 X. 820 00:41:49,160 --> 00:41:51,320 Yeah, yeah. Wow. 821 00:41:51,480 --> 00:41:53,200 We. Should have been waving this in. 822 00:41:53,760 --> 00:41:56,000 Run it back. Yeah, that was an obvious one at 823 00:41:56,000 --> 00:41:57,920 that price. I think even I just said this 824 00:41:57,920 --> 00:42:01,920 now like that's that's at no .4. Maybe. 825 00:42:02,080 --> 00:42:04,040 Maybe. You have like a best two to 826 00:42:04,080 --> 00:42:06,960 three X at best. Yeah, it's it's like a probably 827 00:42:06,960 --> 00:42:08,760 a good play, not not like an incredible play. 828 00:42:08,760 --> 00:42:10,960 If it goes, if it goes. Well, that was the win 829 00:42:10,960 --> 00:42:12,400 yesterday. We should have fucking waved 830 00:42:12,400 --> 00:42:14,600 that in. I was looking at it too. 831 00:42:14,600 --> 00:42:16,120 Damn it, I knew it would be a win. 832 00:42:16,880 --> 00:42:20,080 And I think that was kind of it, that there was the Howdy, the 833 00:42:20,080 --> 00:42:21,800 Howdy drop did not go. What happened? 834 00:42:22,240 --> 00:42:24,160 With dad. With Dad the 5 million? 835 00:42:24,160 --> 00:42:26,240 I don't. I didn't even look at my my 836 00:42:26,240 --> 00:42:28,520 howdy hats since then. You were on that, right? 837 00:42:29,320 --> 00:42:33,080 I mean, I got involved. OSF got involved in quite a big 838 00:42:33,080 --> 00:42:34,280 way. And then? 839 00:42:35,080 --> 00:42:38,640 And then I don't know, didn't go as well as planned. 840 00:42:38,640 --> 00:42:41,360 I think kind of that should be expected. 841 00:42:42,240 --> 00:42:44,360 But yeah that that's that's what's been going on in the left 842 00:42:44,360 --> 00:42:48,240 curve stuff meme Coins pumping mage is kind of still holding 843 00:42:48,240 --> 00:42:51,120 out where they were yesterday. RW as is the strongest 844 00:42:51,120 --> 00:42:53,080 narrative. A bunch of different air drops 845 00:42:53,120 --> 00:42:57,240 and new launch TG events. I think as as Wiz said today, be 846 00:42:57,240 --> 00:42:59,760 on the lookout for for stuff go happening on base in terms of 847 00:42:59,760 --> 00:43:05,120 NF, TS and and shit coins and yeah, we're starting to see a 848 00:43:05,120 --> 00:43:09,400 bit of a pump in in one of one cells even maybe after after 849 00:43:09,400 --> 00:43:11,920 dark farms. So I think that's it for today.