What day is it? Tuesday, Tuesday.
Moon member, right.
With some moon member. Yes.
OK. Moon member 12th 2024 four.
Look at that. Another beautiful day to have.
A beautiful day. I got my coast in the house.
Tyler. Tyler.
Good morning. How you doing today?
I'm doing fantastic. Unlike you, I was in bed early,
I was awake early feeling good. And I mean, how could you not be
feeling good? Like I wrote about this morning,
but yesterday, I think was a foundational historic day for
crypto, for Bitcoin. It's the official start of the
Golden Bull Run and that's we're going to look back fondly on
November 11th, 2024. Poetic, right?
Remembrance Day, you know, yes, and and 11:11.
So even more poetic, you know, the dates, the dates just line
up and we had historical day. Historical.
Why historical? Because yesterday Bitcoin hit
put the Biggie's daily candle in its history, $8300 candle, I
believe, if I'm not mistaken. So that was cool.
I'm sure we'll talk about it in a little bit, but also Tyler,
not only that, but we surpassed the market cap of silver.
So that was a double whammy yesterday.
So definitely a historical day on a super special dude.
Like I don't know at at some point at night when it was late,
it was like nobody was answering their attacks because I was
asleep, but my bozo ass I like took a step back.
I was like, whoa, like this was a big day, You know what I mean?
I couldn't sleep because of that.
I, I genuinely couldn't sleep because of that because I was
just like just taking the line. I thought.
I thought it was really special. Ohh, he's wearing.
Shirts. Oh my God, he's wearing a shirt
that we already hit 90K. Just got this shirt on, dude.
Ohh, and you're looking, dude, I can tell you in the South of
France, I, I, I, I just kid. I know this guy too much too
well. Dude, you even already got that
little tan on. You got your freckles coming
out. Look at that.
You got nice lighting something. European look.
Yeah, good. Good morning, Manda.
How you doing? Doing great.
How are you? Good.
And you got the show. See, that's great man.
That's going to have energy today.
Perfect. I make 2 of you guys.
Manda The bull market got me on day one yesterday, but I stayed
up too late. I couldn't sleep I.
Couldn't sleep? This is This is no sleep season.
Yeah, I know. I I had, I had the talk
yesterday. You know, baby, there's no more
Netflix. It's 8:00 PM.
Baby may not be able to eat. Same time as you.
Dinner same time as you on Monday, Tuesday, Wednesday,
Thursday, Friday, Saturday and Sunday, baby.
Don't worry about it, though. You could definitely have the
Ali Yoga set you really wanted. Things if it is give and take
for it. It's a bit of give and take.
It's a give and take. What's funny is it yet what
everything I just said was really a true story.
Mine is the dinner part because you know, I think that's
important. Anyway, sit down the show today,
today market report. So we'll get through the market.
We're just talking about the golden more on the historical
day yesterday. Let's remain us on that.
We did have Mando yesterday. So let's let's talk about all
this stuff today. Tyler's top 1000.
I mean, Mando, yesterday Tyler wasn't a top 100,000 like this.
It was insane. It was just so many topics that
we actually had to push topics back to today because I now
we're in tabs, had to text me that we're already done the
show. That's the crazy part.
We're so bad. And then we have the Robit loot
box spins today. So today someone is going to win
a lot of money and guess what? Punks are up a fucking lot
overnight and I'm sure Tyler's going to talk about it because
he tweeted about it. So yeah, punks are looking good.
So maybe he'll win $100,000 today on the show for just
retweeting and being active. I'm pretty sure you have to
retweet something. I have a feeling you have to
retweet our Basil our House announcement.
Let's see. And then last but not least,
this show is powered by Galaxies.
With seamless built in monetization tools, Galaxies
enables the development of sustainable long term
communities, fulfilling Bitcoin's vision of
decentralized freedom and independence from centralized
control. And without further ado, with
that, with that, with that, with that, with that Meadow, we
missed you yesterday. Let's see what you got today.
Can you dig it? Yeah, GM everyone.
I guess I missed quite a show yesterday, but crazy weekend
Bitcoin touched 90K overnight, then kind of retreated slightly.
I think we're sitting around a hit as low as maybe 85 ish and
then there's bounced since kind of the US equity market opened
again. So it's feel like it's going to
be volatile. I think it was nice to see that
hit hit at 85 K like it got a little bit frothy.
I think I think there's a good chance that we could like hack
around in this 85 to 100K area for a few weeks here like I
don't think I don't think we're going to teleport through 100K.
So I this is the classic thing about about crypto, right?
You feel like you've missed it and they keep going.
My guess is that it we probably do hack around this double and
and you start to see other things start to move.
But the majors have kind of made a pretty decent move here in the
space of what, 10 days? And this feels like the sort of
level where with funding this high around, yeah, we could see
some some hacking around. So I think Bitcoin could maybe
breach 90K again, but I wouldn't be surprised if we go sideways
for a little bit here and just and just cool off.
But the main thing that I was looking at was Doge, man, Doge,
Doge hitting 60 billion is wow. That's almost as big a deal for
me as the Bitcoin price. When I woke up, I was like, wow,
like Doge hitting 60 billion is a complete game changer, I
think, for a lot of the meme market.
Yeah, look at that, man. I mean the memes yesterday night
when when doge went up like to to to like that $0.42 mark,
every meme went got candle and then they retraced them, but
there was a got candle crossed by like 11:00 PM.
Yeah, I think, I think it just changes everything.
Like you can start to look down like with Doge at 20 to 25
billion, you can't really imagine a 10X like you when
people were talking about a 10X things like Pepe, they were
really talking about like flipping these coins.
Now there's some room, there's some room for a lot of those
that chasing pack to move higher.
And then I think there's there's room for everything else to be
fired. So I think that doge move
basically is told told you room for a few months of absolute
insanity in the in the market. That's that's the main thing.
Even if Bitcoin stays sideways like doge, moving to that level
is a complete game changer, I think for the for the mean to
end market. So pay attention there are 13
meme coins in the top 100 at the moment.
I think there's going to be a number of others that make that
move. Let's.
Let's talk about that for a second because this is something
that Tyler tweeted out. He says 13 out of 25.
How many do you think there's going to be?
I think there's going to be 25 this cycle, you know, meme coins
in the top 100. What do you, what do you think?
If you had to make like a a guess on on how many coins are
going to make it to the top 100 cycles in terms of meme coins.
25 seems like a good level. I think the interesting, really
interesting one will be how many make up the top 200 because I
think a huge amount will also make into the top 200.
So I think if they could make up 1/4 of the top 100, that would
be a massive deal. And then if they could make up
35%, thirty, 35% of the top 200, that would be, that would be a
real vindication of the kind of, let's say, the Murat thesis.
Yes, definitely, definitely. What do you think, Tyler?
I know you tweeted about it, but was your what was your your
guesstimate here? I think 25 was my number.
I'm actually I'm more interested in the the top so like.
Top ten What do you think? Top 10.
So when my meme coin super cycle definition was 5 memes in the
top 11:50 10 feels a little tight but I think it could
potentially get there in the top 12 we can.
Say 10 excluding the stable coins US ET right?
Throw throw the stable coins out and I agree with Mando like it
didn't really it was hard to see the path until this doge move.
And now I'm starting like the big question on my mind is, is
what is Doge's ceiling like how high can can it flip Solana?
I mean, it's not it's a 50% move.
It's a yeah, 80% move from here to flip Seoul in market cap.
Doge is up 120% this week. My.
God, I can't believe it. It's less than a 2X to flip
Seoul and then everyone's saying it's targets on earth.
Longer than but every single coin on earth but doge.
Even that DOGE on the ETH is going insane.
It can do that. That's so many different times
that that like doge has probably got the best, one of the best
cases for being a currency, an actual currency, right.
Although the inflation on DOGE like is is tough to imagine it
like long term flipping those two.
It could it could, I think flip it flip either one of those
fairly easily. I actually think.
That would be. Any of your friends want to buy
buy doge? Yeah, everybody wants to buy
Doge. It's like a doge to a buck,
Like, oh, I can. And the normies like like we're
like, for us like 20, thirty, 40% returns that could.
It's like almost like a failure. But for them, like they're used
like 5% over the year. So you're telling them that doge
is going to buck and the buck means that they're still going
to make like 2 1/2 extra money. I feel like they're gobbling
that right. Yeah, I think there's, there's a
couple wild cards at play here. 1 So we're already seeing
companies trying to be the MicroStrategy of Dogecoin.
One of my headlines from today is the Spirit Blockchain
Capital, like they are putting their assets into Dogecoin and
then like, are we going to see a DOGE ETF, right.
Like I probably wouldn't bet against that.
I, I, I feel confident we were, we were either going to get like
a mean coin index ETF or we'll get a Dogecoin ETF, perhaps
both. And now we're trying even more
flows. So I think that's how you level
up from 100 to 200 or 300. Yeah, this, this, those stories,
insane. Any of you guys had those on
like before it went up like 100% plus?
No, no. I wish.
I didn't think this would happen.
I had it on briefly and then I took it off when it hit naughty
.2. No.
Yeah, yeah, Because I, I thought it was an election trade.
I thought it was one of the best election trades.
But then it had a little, it had like a crazy bounce and I was
like, oh, that must be it done. Like I, I'd rather own like Pepe
here or one of these other ones. But yeah, wow, that was the way.
To and it. Turns out the king.
The king was the the easiest buy, like the the one that's in
your face was the buy all the time, right, like that's the
that's taking like those like the easiest buy for us, like
means like, oh, that's the king of memes.
Like this is the one the old guard, the fucking you know, and
and turns out that most people didn't take that wild.
Let's see how what do we have to to to to to a dollar here to a
dollar here. Let's see what it takes as a
move. Doge to the buck is 165% move.
I mean, looks, sounds like normies still have room to play
here. The only thing this happens the
I mean, yeah, that what is that? What?
What's $100 billion for those? Is $0.80 a?
Little bit less looks like like $0.70, a little over 70, maybe
$0.69. I mean, what stands out to me
about that chart is like the moves are so violent, like 2
weeks. That entire move is in two
weeks. It's. 2.
Weeks. Yeah.
And like, it makes me think about like the whiffs and the
Pepes of the world, like you, you, you may not have time to
enter them, like when the move starts, right?
Like I I feel like we're going to see similar candles on the
other majors. And if you're not positioned,
you're probably going to miss big chunks.
Yeah. I mean, it's just like here and
here, right? Like these moves are aggressive.
That's always the case with crypto, right?
It's like you can't stop to wait and be like, Oh yeah, this is
I've got time to get into some of this stuff when it's a bull
market, you know, I'm just going to hope that you've had have the
position on during the bear. Yeah, it's it's really crazy so
anyways, market wise market wise market wise, looks like this
morning it was a little green it's all over.
We may be looking at 12 KB 400K, but it's OK hang tight y'all the
infos the the the infos are in. You know one thing is I have to
say this meme but Europe will never get old.
I mean it's insane. I mean America got us to like
90K little pull back. You know Asia got like Ethereum
to like nearly 3500. Europe wakes up and it's a sea
of red like this is just never going to like this meme is just
going to exist forever right and as soon as 9:30 AM like 9:31 AM
hit, we started seeing green again not right now, but but but
we did but anyway so 86.5 325210 and the rest is looking pretty
good. Everything is green everything
is great. You love to see it.
Let's get into Tyler's Let's see what Tyler's got in store for us
today. Four daily NFT and crypto
analysis Tyler D on FOMO our calls the kids can bring.
The batch of bears the the top story was Bitcoin hitting 90K
and just marking a historic day for Bitcoin and broader crypto.
That move did come on the back of Senator Cynthia Loomis
formally introducing the strategic Bitcoin Reserve bill,
which would include the United States buying 1,000,000 Bitcoin
over A5 year process. So that was a huge headline from
today. Interesting.
The Polymarket has odds on Bitcoin hitting 100,000 in 2024.
This year it did a new high yesterday around 60%.
I think it may have dipped a bit since then.
A lot of folks eyeing that number.
MicroStrategy stock hit a 24 year new all time high on the
back of this Bitcoin surge. It hit $340 a share.
Coinbase stocks started at 3:24. It's now up 75%.
Coinbase up 75% since Trump was elected in just five days.
So a massive move for Coinbase. The Bitcoin ETF inflows 1.1
billion on Monday. The bigger story was ETF ETF
flows 295 million. That's a new all time high by
about 3 XI want to say and this morning the other ETH news E3
point O we got a little bit of information from researcher
Justin Drake. They unveiled this bold proposal
called the Beam chain, which is meant to be a pretty big
overhaul. So I'm sure we'll talk about
that more in a bit. Otherwise, we saw Spirit
Blockchain Capital aiming to be the MicroStrategy of Dogecoin.
According to its CEO, their stock is up 120% following the
DOGE move. And then FTX suing finance for
1.76 billion tied to some fraudulent fund transfers.
In protocol news, ENS announced plans for its new purpose built
L2 that is called Name chain. So some news out of ENS there.
Polygon announced one stable coin for all the AG chains with
his AUSD selected to be that stable coin.
Tensor tease a new product called Vector dot fun.
Not a whole lot of other information.
And then abstract sure that real Go is bringing his product to
pudgy Penguins on abstract soon. That's a Pokémon Go like game
there from real Go and memes and entities.
This is the biggest list I've got a lot so buckle up.
Meme coin majors mostly green following doge doge up 30%
hitting 60 billion on the day. The overall meme coin market cap
hit a new all time high at 110 billion GOAT the first billion
goat hit 1 billion this morning hit a dollar.
I believe that's the first ever pump fun coin to do that far
coin hit all time high tailing it.
We saw act hit 550 million after the Binance listing Luche
soaring to 130 million. A lot of people think it's Next
up this happy cat token soared 70% to 90 million after it
airdropped to saga phone holders.
So Saga phone owners, check those wallets.
Missed was a big runner overnight it's up 16,000%.
So big day for memes and NFT folks.
NFT are back. Volume up 100% across chains.
Etherium is leading $2,000,000 on ETH.
Bitcoin saw nearly 9 million itself.
ETH Mt leaders are green punks, up 10% at 29 ETH Pudgies and
board apes are up as well. Crypto punks saw 35 sales, their
biggest day in weeks. Bitcoin Mt leaders, the ordinals
very green puppets, Man puppets up 25%, point 227 Bitcoin the
rest of the leaders up about 8% as well.
Runes leaders were mixed this morning.
Gizmo the the top mover over there up at 55 million.
A few other headlines. So the the zero bro account that
dev launched an NFT collection. Zero born NFTS they mentioned
for 0.1 so they hit 1.5 quick. 15X for mentors.
Holding around .7 right now. Blur had a governance proposal
submitted to turn on the Blur fee switch and then Fog and a
tease. You tweeted it.
I think you may have tweeted that that this weekend from Fog
and a tease once. Oh, for $57,000 yesterday, the
first big marquee sale on one of those.
But man, what a day, hey? I'm dizzy.
Dizzy is the correct reaction I think.
I, I I I I don't even know how you do it.
Like you're not out of breath. Like this is like this was a
lot. This is.
Why we do cardio? I mean, man, do you see what I
mean? This is like Tyler's top, you
know what, you've been upgraded to Tyler's top 10 top 10,000.
That's what that's what it's going to be because this is all
we're going to start with the start.
So I'm going to fraction this Bitcoin, Ethereum news, meme
news, NFT news, this this is what I got.
And then we did say we're going to talk about about Openc
yesterday because it was also going on.
So that'll fall into NFT basket first and foremost, Bitcoin, by
the way, the code is bull run. BULLRUN Robit does.
So the raffle now Sims is back home.
About time. Motherfucker's back home.
Left us for a week anyways, now he's back.
So we're back to rafflebot dot XYZ code bull run.
Make sure you're tweeting so every day, because there's a lot
of new people in the space right now have new people in crypto.
Believe it or not, we host this show Monday to Friday.
It's the best show in crypto. That's all you need one hour,
one hour every morning and you're set.
OK and we make pretty good calls, but we also host it on
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All you have to do is go to rafflebot dot XYZ.
We're going to post it on the full mower page in a second and
then enter the code bull run and you'll have a chance to win.
Anyways, back to Bitcoin. I mean this if it goes into
effect Tyler insane news. So in general, the Secretary
shall establish a Bitcoin purchase program which shall a
purchase not more than 200,000 bitcoins per year over A5 year
period for a total acquisition of 1,000,000 bitcoins.
Conduct purchases in the transparent and strategic manner
to minimize market disruption and hold Bitcoin acquired under
this section. And trust for the United States
as provided in the section. I mean, USAUSA Tyler, this is
big. This is about as big as it gets.
I love Cynthia Loomis, by the way.
We got to get her on the show. I think it's very notable that
she's not waiting till, you know, inauguration to, to get
moving on this. Like she, she's getting the bill
out there and folks can start to read it.
I think now, I mean, this looks like a real thing and the
Republicans have official control of the of all Congress,
House and the Senate and Trump as the president.
We know this is the thanks to fair shake, 98% of the pro
crypto candidates were elected this cycle.
So it looks like this is going to be as strong of an
opportunity for something like this to pass as we've ever had.
And now people are starting to look at the clock.
So as I understand it, the fastest this could pass is
within 100 days. So it's not likely to formally
pass. So inauguration is what January
6th plus 100 days that puts us out to mid-april.
So we, we basically have 5 or 6 months left to front run the US
government. And that that is it raises the
question of, you know, will other nation states do this?
Will more major companies start doing this to follow as well?
So it truly opens the floodgates.
Yeah, that's that's it's it's incredible.
I've been able to open everything.
That's the promises they made. I mean, create me if I'm wrong,
but the from the second you're president-elect, you can start.
I mean, you can't like be like policy and stuff.
We can start making moves, right?
Or no? I mean, he, he already is.
He's taking all these phone calls.
It seems like he's already starting to have an impact.
You can like set the foundation right I guess.
Anyway, OK, that makes sense. I remember in my interview with
him, he said that the second he's president-elect, he's going
to stop this Ukraine and Russia war.
I wonder what he's going to do that that's like one thing that
slipped out of the interview. I was hoping that go viral
anyways, so, so so he did say that.
The other thing is actually Mendo, you talk about Kaito a
lot. Senator Cynthia Loomis actually
is the number one CT influencer. She has she new paradigm where
Senator Cynthia Loomis has more crypto monetary than anyone on
CT. So she is the biggest influencer
in crypto right now of this morning.
I like that this sign of the times.
I don't know if this feels I've already said.
I don't know if they'll have they'll be able to get this
through, but if they can, it's like it's super, super bullish.
I think. So is this a new bill or is this
like I already thought we saw this bill?
That's what I was a little bit confused about like didn't she
write this? I thought just got some mind
share again because it's like, but did she actually write a new
bill? The headline is she, she put it
forward. So I'm trying to, I already
signed it. She I think they had drafted it
perhaps before, but now they're like starting to actually
present it. Perhaps that's the.
I'm trying to see if I can find more information on it.
Well they they described 21, that's for sure.
They said fuck it, we don't need to put 21 anymore because we can
do better that that's for sure. I just don't know if that was
related to that. Yeah, I mean, it feels as though
Donald Trump's probably the biggest KOL in crypto at the
moment. Yes.
Absolutely. I think we're going to see a bit
more of that, right. It feels like he the headlines
that I said that they're going to appoint a bunch of like pro
crypto candidates. I, yeah, it feels like we're,
we're definitely going to get some sort of crypto policy in
the US that that Bitcoin bill would be crazy.
If they pass that that would be, it would be literally insane.
Bitcoin could go to $1,000,000. Wow, yeah I mean, you know,
would love to see that would absolutely love to see some post
in the the stream. So that would be really good to
see. So anyways, so there's that.
So the it's very bullish Bitcoin momentum.
Actually that first leg up to like nearly 90 K Tyler was his
own back of that. Like as soon as that tweet went
out and went viral, I mean, it was like balls to the wall.
So so that that worked out really well.
It it's hard not to be super bullish, right?
Remember Mando used to go like on these like long rants saying
like, if Trump wins, it's hard to be not super bullish on the
future of Bitcoin and crypto in America, blah, blah.
It's like now he won. It's like now we're seeing this
right away. So it's like, it's like now
what? Right.
So, so we'll see what happens and on that sense, but it's,
it's some very positive news coming out of that.
So now let's go out to #2 you know, let's go on to to
Ethereum. Tyler, you mentioned it, but
damn these out this sorry inflows on Ethereum yesterday.
That's the big stuff. Huge numbers.
Let's pull up the, the Degen's board that there we've got it
295 million and again, I think close to 3X the highest we've
ever seen from the ETS. We talked about it yesterday on
the show. We we thought we were going to
see the record and this is the bull case for Ethereum in the
near term. Right.
We did see the record, by the way, breaking inflow day for for
Ethereum NFTS, it's yes, Ethereum NFTS.
Oh wait, I'm going to post Ethereum NFTS today.
And they're still, it's still negative, it's still overall a
net -29 million. So we have to assume that it
flips positive today. So today is the day the ETF
inflows have finally flipped positive for Ethereum most
likely. And it kind of feels like the
ETF floodgates are opening. But yesterday I, I want I don't
want it too over our skis like yesterday was it, it was like it
was gold Monday, like everyone was rushing to buy crypto.
Wouldn't be, you know, a shock to see if we if we'd get a
little bit less flows today, you know, perhaps even some outflows
it it may take a little bit of time, but the ETF catch up
trade, it's showing that's the next thing.
I mean for me, like Ethereum is just like a no brainer.
I know I've been turbo tweeting about this, but it's just like
there's so much catch up to make.
Like you said, like the total like numbers we PTS are so
negative by like 650 mil or something.
Nothing. It's like chump change.
BlackRock alone about 100 million yesterday and like $763
million worth of Bitcoin. So I think this is going to just
be a trend that keeps on keeping on.
Mando. Do you think that they're just
going to let us have this Bitcoin trade all over again
with Ethereum like given the ETFs?
I don't know. Or is it is it too mid?
It's it's. Got a shot?
It's interesting to see the Bitcoin dominance is just
straight back above 60% again. Let's.
Look at it right now. Like.
Wow, Oh my God. Yeah, like.
Dude it's not giving right. Like look at this V shape.
It's not really giving, no. So just that was a pretty
monumental bounce from like 58%. Dude 2% like those people
realize that big women is pumping 2% is like it's like 2%
dominance in like $1.7 trillion asset.
I don't want to say I called it again, but the Coinbase does
E*Trade is the trade right? Coinbase stock is up 80%.
It's up 80% since the election. It's been one of the best things
to. Earn Yeah 60% in in one month.
62 points. Wow.
I think that's still the best trade.
Still feels on the value I want to see.
Is Coinbase not the most valuable company in crypto at 80
billion? I believe so.
Depends. It depends what you want to call
tether. Never mind, I think it back, I
think it back, I think it back, I think it back.
How much is Tether worth? Like Billy?
Full finance like it's, it's definitely the, I mean, there's
very, very few publicly listed crypto companies, right?
Very, very, very. What's my micro strategy?
Let's see what that is. Like it's like it's coming up.
So the other, I think the only I was thinking about this this
morning, people talking about Coinbase becoming a trillion
dollar stock in, you know, 5 to 10 years.
And, and I just think I'm so like, what are the obstacles to
that? Like the only thing I can think
of is like a is new competition. So like Robin Hood CE OS on CNBC
this morning saying I'm quoting here.
It cost us roughly an order of magnitude less to operate, to
operate a crypto business and offer the exchange of assets
than it does on the Triadfy side.
So like if you see folks like Robin Hood getting deeper into
the game, it does that impact what Coinbase is market share?
Yeah, I, I. I think it does for trading.
But what I do think that Coinbase has done, well, it has
this like institutional platform it's which I don't think many of
these other places do. And and what's been interesting
is a lot of the Wall Street firms are partnering with it for
either for custody or for tokenization.
So that kind of feels to me like these banks are like, yeah, I
don't want to get hacked. Let's just let's just give it
the Coinbase, you know what I mean?
They could probably build their own stuff, but I feel as though
Coinbase is still going to win the lion's share of this just
because it's known for being secure and.
It's made in America. Let's just say like, it's just
that's what it is, right? Like Coinbase is made in
America, right? And this is an American super
cycle. Look dead.
Ask Bitcoin, the American Bitcoin made in America.
No, I was just saying because, you know, listen, last night,
you know, I'm saying like this is this is like a golden run for
American crypto companies. Seriously, think about it.
Yeah, like like so far, like this entire cycle has been led
by like Asia and Asian companies and like they've been leading
the path like OK, X buy bit bullish.
It's all Asia. Like, you know, like queue up to
Bruce Springsteen. We couldn't have said this more
10 days ago when Coinbase was playing at 180.
We've been begging people bro Which?
Is the number one trade. I begged my mom to buy coin at
$80.00 brother 80. I actually made George buy some
if he's listening. George, I hope you hold those.
But I made my boy buy some coin. Stop.
So hundred, Yeah. I don't have I got to run, boys.
I see you brother, but I but I well, it's not Monday.
Oh, I thought, isn't his thing on on Mondays anyways he's.
Got to go check on his. That's money calling.
Ring. Ring.
Money's calling. Ring Ring ANYWAYS, so there's
that and I agree with him, Tyler.
So Ethereum ANYWAYS, Ethereum at this stage, you guys know my
bull, my bull thesis on it. I've been I'm like, I'm like,
dude, honestly, by the way, Tyler, Ethereum is lacking bull
posters like on day three today bull posting ETH and I'm better
than like all of them. Like if it wasn't for Art Chick
and agent Chud like Messi, they'd be fucked.
DC investor is like the I'm sorry.
I'm sorry, I deeply apologize. DC investor is like Mount
Rushmore of like Ethereum bull posters like and he's even like
ever since I started bull posting ETH like he's been
replying on my shit. So that's great.
He knows what he's doing, you know what I mean?
But you know, it's it's that speed of E.
The other news is E 3 point O. So what the hell is that?
So that this is like 2029 came out of DEFCON.
So for those of you who are not aware, DEFCON is happening right
now, right? Well, not they're asleep right
now. We're actually they're partying
in Thailand as we speak. Like everybody's getting shit
faced in Thailand, but but they'll be working again in 12
hours. And so it's one of the biggest
conferences of the year. So tell me more.
Tell me about this E3 point O. Yeah, the news came out
overnight, but it looks like Justin Drake has unveiled this
new proposal. It's beam chain.
The goal is to overhaul E consensus layer, some key
upgrades, 0 knowledge proof support, faster transaction
finality. So that is what they're going
for. It looks like this is a road map
item. It's like five to seven years
out. It would be happening in
parallel with all of their existing road map items that
have already been talked about and agreed upon with the dev
community there. So so not necessarily an impact
for the the near immediate term. A few quotes here from Justin
Drake. The Beacon chain is kind of old.
This was frozen five years ago. A lot has happened in five
years. Beam chain will focus on faster
slots, faster finality or blocks can be finalized immediately. 0
Knowledge cryptography will be based deeper into the fiber of
the base network. He doesn't want to call it E3
point O as the beam chain is only about the consensus chain.
So that a few thoughts there from him.
I saw some thought on the timeline, mostly around the
timing, like how long it would take to implement this along
with the focus and if they're focusing away from L twos now on
this though, I saw some mixed reactions to that.
I haven't had a chance to really dive in super deeply on this.
It's a big deal for the ETH nerds.
It's one that's not necessarily going to impact, you know,
day-to-day users here for for a while.
Yeah, it's. Look, it's gonna take a while.
You scared me this morning. I was like, fuck, what's the C3
port? Oh, shit.
Like it's gonna. I was like, OK, so we're good.
Yeah. Yeah.
That's such a funny comment. I'm not gonna be.
Yeah, you should be scared if you've got 20X Leopard Leopard
E. Three, I'm not 20X, I'm not 20X,
I'm not 20X but but 5X here, 5X5X5 here.
I don't know. I like the ETH trade a lot right
now dude. Like I still believe the ETH
catch up trade is a is a is a given, but maybe I'm wrong, but
I don't think I am. So so we'll see.
But but it's just it just feels like it's right.
Another one's been running like crazy.
Actually. It's suey fucking terrible,
dude. It's just so insane.
It's so insane. I mean, hey, if Suey's going to
be the next cycles L1, then fuck it, we'll run that trade back in
in two years. You know what I mean?
Anyway, so that's it for Ethereum, that's it for Bitcoin.
We said NF TS and meme coins. So let's go for NF TS first
because NF TS been a while. We never talk about them.
We leave them behind. That's not true.
We talk about them but start, you know, specifically with
crypto punks. You know, few things make me
happier on CT Tyler then seeing a DS tweet.
I know you did it, but when DS does it hits different.
OK, and when these these post a screenshot of the of the board
of the crypto punk sale, right, because it's like this iconic
crypto punk trader how he got his kick.
But this shit never gets old. This there were pairs in the
bear market where one punk didn't even sell for over a day
long span. So 32 sales yesterday, Tyler.
Yeah, even being on your time frame, like right now I'm
looking at it's 35. Wow.
Big day, they're back to 29. Eighth floor come.
On and that's but 29 eighth with Ethereum up.
Right. So that's $95,000.
So we had the whole one Bitcoin versus one punk.
I I put the poll out there, we had the debate.
Punk was the winner. I I we saw that.
Well, no. Bitcoin was was chosen by 75%.
I know, but what I mean is we like Punk was the winner, right?
Yes, we, we, we thought that that punks was the better play.
It's leading punks are leading Bitcoin here.
This is going to be an interesting one to watch.
I still think punks probably need Bitcoin to March to like
202 hundred and 50K for punks to really go to the stratosphere,
but they are that they're clearly outperforming here.
The the the flight back to high quality digital assets.
They are flex still right. And and now in this bull market,
we're going to have more folks making crypto punk money on a
daily basis. And it's not crazy that some of
them may start, you know, moving some of those gains into safer
assets like the, you know, the the leading NFTS.
That's probably a part of the bull case for punks right now.
It's early. We're in the very early innings.
I still kind of think that NFTS will lag that the meme cycle.
I think folks are going to focus in the in the trenches, make
money and memes, and then they're going to go to NFTS.
Yeah, but memes? Are NFTS for later?
Like unless you have a lot of money, you can pack your bags
now, which a lot of people are doing.
That's people that don't have like capital.
Like for me, like another punk or $100,000 in like a coin.
It's like it's tough, right? Like it's like, I'd rather put
that 100 grand in a, in a, in a, in a coin.
Now we'll see if it ages well or not, Tyler.
But you know, there are like when this catches up, though,
this is where you can shop like a grail at floor, right?
Like that's what happens on on puppets yesterday, like there
was some grails on the floor literally because the floor
moved up so aggressively that this happened.
So what? What were the top gainers on on
ETH? Because I said I said punk, but
it looks like was there. When board apes are up 6%,
they're staying relevant. I mean, they're always going to
do. Do you think the cycle boards
are always going to be the number 2 to punks?
I think Pudgies, I think they'll go.
Back and forth with the pudgies. So pudgies clearly have the
abstract launch coming up sometime.
We don't know exactly when, but whenever that happens, I think
we'll probably see a bump in, in pudgies.
I think the market's starting to show that right now they're up
to they're back up to 9.48 chain launch is live and a lot is
happening, but the the big event is now behind us while the Pudgy
events are still in front. That's why I kind of like
Pudgies a bit more. Of course I'm biased.
Big move in doodles overnight. Love to see that the meme NFTS.
I think of the other wild card here.
So Project Aon jumped 20% solely because Murad tweeted the word
Aon yesterday. So that was enough to move those
now. The flog.
NFT, so we're still on ETH, but like the flog NFTS is just
another signal for this, right? Like.
People like. Are starting to.
People are starting to like these.
I mean, fog is fucking sick. Like I love it.
They're on salon, right? Like they're, they're, it's the
pond. You have to go to the.
Pond what do you mean? Type in the pond that's.
The name of the collection? Oh, there it is.
Sorry. Yeah, I love the art.
I think it's great. They're running the Boogles
thing back, right? The second hundred of them doing
properly daily auction. You have to own a certain amount
of fog, if I'm not mistaken, and the art is really good.
They look good. I would.
Love APFP like. That I think this is some of the
best looking art. We've seen in NF TS in three
years, this is this is so. Nice, right?
We saw a sale 2. 159 Soul $57,000 but literally, they're
running the Boogles. Thing back it's genius.
I love it. I think I think it's great.
I I really really really think it's great.
I love it. So what else is moving in the NF
TS? I mean, you also have, I mean
on, I mean we cannot. I mean, we got to talk about it.
We cannot mention this like. Up 50%.
I posted this last night. Sorry, 66.
Now it's up 66% with Bitcoin up 30 points.
Yeah, it's a big deal. I think there was a lot of
questions on how runes and ordinals would move with Bitcoin
pumping and we're starting to see the early signs the market
has spoken Bitcoin. Puppets are the Bitcoin puppets
of Bitcoin. Well, it's everything too right
I. Mean so both of the clear
layers, so I don't want to diminish them of course they.
Like they flip quantum cats in this.
Move flipped everything on this move, it's.
Crazy and Quantum Cats is 1/3 of.
Supply so like they're 3X the market cap.
I wouldn't say quantum cats though, like.
Udi this fucker, like he's the type of he's the type of dude
like you're going to wake up. Quantum cats can be .5 Bitcoin
again and even the fuck for sure they'll they'll announce
separate. Wizards and then everyone.
It'll go parabolic, correct? Definitely not fading.
Puppets seem like the clear winner though.
The puppets versus nose battle is over.
Puppets, yeah. Based angels.
Are like the hot new like Retardio ecosystem.
It's like the only one on runes. So they're they're moving quite
a bit on the day. And then the Wizards, oh, the
Bitcoin frocks, one of the one of the O GS, they're at 50%.
So some big moves. And I think again, the most
important thing is this is all happening with Bitcoin pumping,
which is counterintuitive. Yeah, I mean, I'd.
Love to see that and then on runes board.
Now let's go into our memes in our ruins, so may as well start
to ruin with ruins here. Oh gizmo dude, by the way, like
great call on that. This is the type of play I would
have telled you on if I was buying runes.
I just didn't want to like buy more Bitcoin, move more Bitcoin
like sell some pups for to rotate it, but this is a great
trait. I love that.
Look at that gizmo, the leader. Up to 50 million pups.
Pups hit 3:30 at peak. It did I.
Mean Bitcoin's down a bit too. Wow honestly like pups is the
clear #1 ruins for me I I get the dogs is still a little bit
higher. It's not a meme though.
What do you mean? Dog, OH.
OK, sorry. Obviously not.
Pups. But like I like Leonidas by the
way, don't get me wrong, it's not I I like Leonidas.
This guy was like pioneering like ordinals and ruins before
people. He was like fucking screaming
about him before everybody else on here, dude, You know what I
mean? Like at least he's one of the
five people that was screaming about it daily, right?
But I just find pups more like the meme, right?
Or Gizmo or like what's the other one with the glasses?
Oh. A billion dollar cat because I
don't even own any of. This shit right?
But I don't know it's up nicely. RSIC is just what's going.
On here, Tyler, just what's happening here?
The devs haven't done anything. Since the ruins launch, the
AdWords going to be the most. Hated rally.
Yeah, I've got I'll. I'll give my my.
I don't I don't want to to ruin I I've got a hot take on on
RSSC, but I don't want to give it.
So I'm not going to be on the record.
I know what. Your hot take is because you
just told us in the chat. Just give it.
Come on. I think if we were going to see
a. Surprise Binance listing for
Aruns. It's going to be RSIC.
They were the first one. They had a lot of new karma that
helped a. Lot of teams launch, it's been
one that's been lagging so time for close to the mainland team.
They helped them Asia Binance like you know, but all hot take.
Oh, oh, double hot take you all all all the reverse Uno hot take
you. OK, You know how you put a + 2
draw 2 cards? I'll make you draw two more
pups. See RSIC Binance can have RSIC
America Coinbase. It's going to list pups.
Yeah. That sounds right.
I think the, I mean, I think again, I think pups is the
number one and it if and when it flips dog, that's probably when
it can go really fast people. Like to buy the number?
One right and I mean, so folks are don't who who may not
recall. So pups went 30 million to 900
million in like 2 months in Q1 to like 0 right.
And when Arthur was pumping it and it went parabolic up and
then it went parabolic down. Oh my God, we touched.
We touched. Six sets.
In September, oh, that was the. Low, yeah.
So what? The real low?
No, the real. Low.
The real low was 30 sets. You know that you can't really
count that, right? Like which was what?
Oh. I'm sorry, I thought I was
sharing my screen. 20 million you can't.
Really count this? This right, Like it's like not,
you know, I mean, it's like here really.
So yeah, so they went. Super super low.
I can't believe someone actually.
Like turbo dumped, it's like 6 sets.
What's 6 sets? So it's 369 sats IS300 mil.
So 6 sats is what eight 6,000,006 or 8?
Yeah, it's like a it's sub. 10 million, call it sub ten.
Wow. What a ride has been for us,
huh? Big ride.
And I guess the gizmo holder. So giz my gizmo bag has flipped
my pups bag now. Wow.
And I would. Like to rotate.
I still think Pups is the stronger horse, Gizmo is beta.
I'm trying to find like the right, what's the right ratio?
Yeah, but. One thing I read about pops
versus gizmo that I kind of liked just still didn't make me
sell my pops for Gizmo. But it's that pops, we were all
air dropped like a fat bag. So we still have a lot of heavy
holders waiting on the sidelines.
Like I can't be the only one that got air dropped like a
fucking big bag waiting to sell at some point.
And obviously I'm not I'm not going to sell at 500 cents here.
I said I would revisit there, but like a billion dollars as
well until like in play here. My opinion with this market.
So it's like that time where you like have to revisit everything
up. But it's true.
Like there's a lot of people like me, like they probably got
like, you know, mid 5-6 figure airdrops.
They held it down and up right? I guess Gizmo doesn't have that.
That's the only We should sit down and do the math I.
Forget what what what one puppet got, but that one AirDrop is
probably worth more than It's definitely 5 figures.
So I'm at, I'm at a. $110,000 for right now.
AirDrop for 16 pups puppets almost 10,000 so like 8. 1000
each roughly or something like that.
Something like that. So I didn't tell a single pup so
I have the whole allocation I was given.
I think it's something like that I.
I remember I used to cover it on the timeline.
Oh here here. That's when it came out.
There you go my tweets from March.
Every Bitcoin puppet got a rune pups AirDrop today worth 1500
USD. So originally the rune,
remember, it was a ruin before migration was worth You like
that one? It's a nice puppet, huh?
That's my boy. That's that's my, that's the
uncle from New Jersey. He's rocking the dad dad shoes
on. And he can he can cook better
than anybody on that grill. Anyways, so I love my puppets.
They all have names, by the way. But yeah, so it was a $1500 air
drop, but then it went like 10X, right?
Yes. Went went 10X and then it pulled
back and now it's back up. So chin on runes, but we got to
talk. I know we're running out of
time. We got we got to hit a few of
this lot of meme. Yeah, go for it.
Doge or no, I mean goat. Rather GOAT hit a dollar, huge
number. It looks like it bounced off it
a bit. We got the buy bit listing
announced here this morning. So it's at $0.93 now roughly.
But first, I'm fun to hit a billion.
Huge news there. The AI coin, the AI sector is
hot. So ACT got the Binance listing,
it pumps, and then it kept going.
It's at 550. Excuse me?
Yeah. Act as at 500. 50 million.
So I mean it, it is moving up. So like that flipped Giga
because Giga nuked yesterday after someone clipped 2,000,000
out. Oh, it was a trainer.
It was a trainer. That stinks.
Yeah, I mean, that's what they claim.
Right, you don't know, but yeah, got to be careful by the code is
bull run last five minutes to enter bull run BULLRUN raffle
ball dot XYZ. So there's the AI watch list,
Tyler. Yeah, so.
Fart coins at 1:00. 50 AI. 16 Z Whoa AI16Z.
Was 50 mil on the show? Yesterday 100%.
On the day I saw like I'm going to mid curve AI 16 ZI don't like
how it's tied. You can tie it to the assets
they have under management, but I like it.
I'm I'm really itching to make a move on zero bro.
Like yesterday it bounced back to 100 mil.
I saw what I wish I bought. I know you did as well because
we talked about it, but now it's at 75 MI.
Don't think you would have a rush to buy here.
Oh, there's a lot of options on the board.
Now, Zero Bro looked like it was the Zero Bro looked like it was
going to be the clear #2 that it's messier now.
Like AI16Z is the head of it, you know?
You've got the, you've got the downstream.
Ones oh God, look at this that's.
A good chart. I noticed France is not in that
watch. List, by the way, let me see
what it's there at. Yeah.
It's too new I'll. I'll throw it in there
42,000,000 though. All in the day base it's.
It's holding its ground after running to 40 million in a day.
Basically of all of them. I mean, I'm, I'm bagged by us.
I, I don't know if you're, if we want to consider a fart coin an
AI coin or not. I mean it is no start.
Because the truth. Terminal was talking about it.
It won that one. That was going to be the coin it
wanted to launch. It's got the normie appeal.
The chart looks fantastic. Zoom out of this thing.
I mean, it is a good normie appeal.
Fort Look, I'm going to eat. That you go hit a.
Billion, you see that? So it was.
Down to 120. It shot up 40% real quick.
You got to think like my little brother.
Like, Oh my God, Fort I took I'm tailing some of the boys in in
Lucy right now. That's the I I wanted to buy
yesterday. I did it at 100.
I bought something else, did very well, sold that.
And I think this thing is like the next one they're going to
run up, but we'll see. I don't fade, the cabal plays.
Yeah, I, I'm. I'm strictly following Cabal.
That's my move for the bull cycle.
Got to follow the cabal. You saw what happened with
finance there's that and then you want to give a quick update
on Murad memes or because this or not maybe let's avoid that
today yeah everything great day they they continue to.
Lag bonk Bonk had a huge day, so bonk pop cat had flipped bonk
Bonk is now significantly ahead. It's like it's like 50% ahead of
what's bonk at I. Think 2:20.
Don't forget Bonk has Coinbase. 2.2 billion rather.
I I saw 274 here. Oh geez.
There's a difference between market cap and FTV.
Oh, you're right. Sorry.
Yeah, 22 mil market cap, 2 mil. I mean bonk has Coinbase but
interesting. Wow all 'cause it feels like
more. Of a major, and Pop Cat feels
like it. It's still one of the newer new
guard, new runners. What else?
Let me see Whip real quick. Yeah, Whip went to 328 last
night. Sorry all these levels, it's
just when I'm trading I have a bunch of lines I'm getting so
bowled up on. With and and I rotated a lot of
my bag downstream and I'm already starting to think about
how I get it back. So just like we said during the
Doge segment, wasn't going to run to six and maybe 9 in like 2
weeks and I don't know when those two weeks are.
Well, it's going. To do it I.
Mean, we said. Once it breaks 2 eighths, it's
going to 32 perfectly executed. Once it breaks 3 twos going to
three, 8 and up. So we'll see, but it's it's a
little very, very much tied to doge right now.
I last night when I was up late like I was really watching
everything and like when that candle guard candle came on doge
2.42 cents like with and and Pepe printed guard candles and
give it all back like 30 minutes later.
Yeah, look, Pepe is the same love Pepe by the way, I'm I'm
going to buy a bunch of Pepe soon.
See, it went. It's it whipped to 625 billion,
then lost a billion it. Was the same thing on WIF.
WIF went to to 3/28 and then and gave back a lot but anyways.