1 00:00:00,280 --> 00:00:06,280 Oh yo-yo, what up, what up? Good morning, good morning, GMG 2 00:00:09,720 --> 00:00:11,840 Monday. Oh baby. 3 00:00:11,840 --> 00:00:17,160 It's going to be a tough week. It's going to be a big week. 4 00:00:17,160 --> 00:00:23,440 Going to be a big week. Monday December 13th 2025 Look 5 00:00:23,440 --> 00:00:25,720 at that another beautiful day to have a beautiful day. 6 00:00:25,720 --> 00:00:31,040 I still wish it was 2024. I missed a 4/20/25 I didn't seem 7 00:00:31,080 --> 00:00:34,720 ring to it. Anyways a beautiful day to have 8 00:00:34,720 --> 00:00:37,000 a beautiful day. I got my Co host in the house 9 00:00:37,000 --> 00:00:39,400 Tyler Mando. Whoa Mando look at that. 10 00:00:39,400 --> 00:00:41,200 Is that Lake Louise? Where are you at? 11 00:00:41,200 --> 00:00:42,760 Did you just did you just buy a lake? 12 00:00:42,760 --> 00:00:45,640 Is that why we're dumping? No, I don't know what happened. 13 00:00:45,680 --> 00:00:48,080 My camera seems to be like getting rid of my face 14 00:00:48,200 --> 00:00:51,600 occasionally, so I thought a better a less yellow background 15 00:00:51,600 --> 00:00:54,320 would do better, but still seems to be going into my face, my 16 00:00:54,320 --> 00:00:56,760 cheeks, my cheeks. Yeah, you look, you look a 17 00:00:56,760 --> 00:00:59,880 little sick. I'm in, I'm in London. 18 00:01:00,160 --> 00:01:04,640 I'm in London this week so. No sunlight, just just watch 19 00:01:04,640 --> 00:01:06,640 out, OK? London, you know, is in no go 20 00:01:06,640 --> 00:01:09,360 zone the entire city. Just be careful. 21 00:01:09,360 --> 00:01:12,720 Watch your six, you know, don't wear any expensive jewelry, 22 00:01:12,960 --> 00:01:15,560 expensive shoes, don't have a phone in your hands. 23 00:01:15,720 --> 00:01:19,240 Make sure yourself back to the iPhone 12 just in case. 24 00:01:19,920 --> 00:01:22,000 You know, it's something as little as an iPhone 15 is no 25 00:01:22,000 --> 00:01:25,920 longer safe and and just just beware, you know, if you're 26 00:01:25,920 --> 00:01:27,600 pushing your kid in the stroller, just make sure the 27 00:01:27,600 --> 00:01:31,120 stroller's cheap as well. You know, just just that basic 28 00:01:31,120 --> 00:01:36,600 safety one-on-one nowadays in the United Kingdom, Tyler, you 29 00:01:36,600 --> 00:01:38,120 know, you can't get you can't be strapped over there. 30 00:01:38,120 --> 00:01:39,800 I need a machete. Oh, also bring a machete. 31 00:01:40,040 --> 00:01:41,600 Tyler, good morning. How you doing? 32 00:01:41,600 --> 00:01:44,520 Good. I'm with you these these winter 33 00:01:44,520 --> 00:01:47,560 weekends when it's just cold and grey, they're they're long days 34 00:01:47,600 --> 00:01:50,200 and then every morning I'm waking up and my coins are down 35 00:01:50,200 --> 00:01:53,240 and they're 10%. So I'd love to wake up with my 36 00:01:53,240 --> 00:01:56,040 coins actually up again. It feels like it's. 37 00:01:56,080 --> 00:01:57,560 Been. Like it's been too long. 38 00:01:58,400 --> 00:02:00,440 Yeah, I, I, dude, I, I don't know where my coins are. 39 00:02:00,440 --> 00:02:02,080 I haven't looked at desk cleaner this morning. 40 00:02:02,080 --> 00:02:04,600 I just read all the messages and all the chats and I assume that 41 00:02:04,600 --> 00:02:07,560 Europours dumped it all in our heads when we overnight. 42 00:02:08,160 --> 00:02:09,840 I think This is why Mando's in Europe. 43 00:02:11,280 --> 00:02:13,160 Oh this is the biggest psyop ever. 44 00:02:13,640 --> 00:02:17,120 Rallying the troops over here. You're rallying the troops at 45 00:02:17,120 --> 00:02:19,640 night in the West on the show in the morning. 46 00:02:19,640 --> 00:02:22,320 Yeah, by my deal. Go, go. 47 00:02:22,960 --> 00:02:25,160 That's token AI, all these things. 48 00:02:25,280 --> 00:02:27,520 And then I love how. You, you keep you keep trying to 49 00:02:27,520 --> 00:02:30,520 attack me like I was the one who made you buy all these AI bags. 50 00:02:30,520 --> 00:02:34,000 No, you don't even own the coin that I was buying. 51 00:02:34,160 --> 00:02:37,240 And then yet in every you never made me do it. 52 00:02:37,600 --> 00:02:39,720 I've messaged you. I'm the one friend who's 53 00:02:39,720 --> 00:02:42,240 messaged you over the last few weeks been like yo dude, like 54 00:02:42,840 --> 00:02:44,840 you're like Max risk. You're a great friend. 55 00:02:45,600 --> 00:02:47,440 You are. You are literally one of the 56 00:02:47,440 --> 00:02:49,920 best friends in my life. I just love giving you a hard 57 00:02:49,920 --> 00:02:51,200 time about go because it's funny. 58 00:02:52,000 --> 00:02:57,640 It's the funniest thing ever. Brother Winter Mute Winter Mute 59 00:02:57,640 --> 00:02:58,320 came for me. We're. 60 00:02:59,120 --> 00:03:00,800 Going to have to OK, hold that thought. 61 00:03:00,800 --> 00:03:03,040 I want to talk about because I saw three guys tweet and I had a 62 00:03:03,040 --> 00:03:06,680 market maker text me friend of mine say yo, can three guy have 63 00:03:06,680 --> 00:03:08,040 me on the stream? I want to talk about this. 64 00:03:10,040 --> 00:03:12,080 Hold on, hold that thought. Hold that thought because I want 65 00:03:12,080 --> 00:03:13,240 to talk about this in the show today. 66 00:03:15,240 --> 00:03:17,440 That was funny. And yes, Mando is a great 67 00:03:17,440 --> 00:03:18,800 friend. Mando is the kind of friend that 68 00:03:18,800 --> 00:03:21,200 will text me when things are down, say broke. 69 00:03:21,200 --> 00:03:23,280 Are you OK? I know you're Max risk like 70 00:03:23,400 --> 00:03:24,920 Mando. I'm fine. 71 00:03:27,000 --> 00:03:28,680 I'm OK. I'm. 72 00:03:29,080 --> 00:03:31,800 OK. Then it drops another 20%. 73 00:03:32,720 --> 00:03:34,920 You know that. You know the girl gift dancing 74 00:03:34,920 --> 00:03:38,320 like the Renegades. She's just like, right, that's 75 00:03:38,320 --> 00:03:40,280 me. This is me every morning. 76 00:03:40,600 --> 00:03:44,880 Anyway, it's another show. I'm sorry. 77 00:03:44,880 --> 00:03:47,960 Jesus, today on the show, Speaking of being cold outside, 78 00:03:47,960 --> 00:03:49,880 Tyler, do you also go through that where you have to put the 79 00:03:49,880 --> 00:03:52,960 heat on, on and off 'cause it's so cold inside and it gets 80 00:03:52,960 --> 00:03:54,440 really dry inside your apartment? 81 00:03:55,080 --> 00:03:56,880 Yes. I go through that all winter 82 00:03:56,880 --> 00:04:00,120 long 'cause it's like -20 outside, and then the cold comes 83 00:04:00,120 --> 00:04:02,280 through the windows, so you have to heat it up. 84 00:04:02,280 --> 00:04:06,360 It's so bad for you. So I have the other line. 85 00:04:06,360 --> 00:04:09,440 My insides are a little dry. However bad that sign, I don't 86 00:04:09,440 --> 00:04:14,520 know. Today on the show, OK, today the 87 00:04:14,520 --> 00:04:17,040 show today, today market report. We definitely have to go through 88 00:04:17,040 --> 00:04:20,959 a market before Mando takes off. Let's see what's going on with 89 00:04:20,959 --> 00:04:23,400 our favorite coins, Tyler's top 100. 90 00:04:23,400 --> 00:04:25,800 And we can recap a lot of stuff seems to have happened over the 91 00:04:25,800 --> 00:04:27,800 weekend. A lot of stuff seems to have not 92 00:04:27,800 --> 00:04:30,480 happened over the weekend, hence why our all our coins are down a 93 00:04:30,480 --> 00:04:32,440 lot. And then last but not least, no 94 00:04:32,440 --> 00:04:34,000 robot spin. That's tomorrow all the way 95 00:04:34,000 --> 00:04:36,920 through Friday, but make sure you were tweeting and the show 96 00:04:36,920 --> 00:04:38,240 showing some love. All that good stuff. 97 00:04:38,240 --> 00:04:40,320 And this show is powered by Galaxies. 98 00:04:40,560 --> 00:04:43,200 Galaxies is a Web 3 platform empowering creators and brands 99 00:04:43,200 --> 00:04:45,360 to build unstoppable communities with full ownership and 100 00:04:45,360 --> 00:04:47,400 independence. Trusted by icons like Donald 101 00:04:47,400 --> 00:04:50,800 Trump, Steve Okie, Mike Tyson and the NBA, shaping together 102 00:04:51,240 --> 00:04:54,360 the future of engagement and fair side network. 103 00:04:54,360 --> 00:04:56,560 Every day we see people's wallets get drained. 104 00:04:57,200 --> 00:04:59,760 Yeah that sucks. Fairsight is about to launch the 105 00:04:59,760 --> 00:05:02,040 fair alternative to insurance for crypto scams. 106 00:05:02,040 --> 00:05:03,680 Check out fairsight network on X. 107 00:05:03,920 --> 00:05:07,680 If you get drained you won't get wrecked man Don't. 108 00:05:07,680 --> 00:05:13,040 Who is the? Main. 109 00:05:13,200 --> 00:05:14,720 Macro. Daddy of the land. 110 00:05:18,400 --> 00:05:23,520 Can you take it? Yeah, well, one of those days. 111 00:05:25,960 --> 00:05:28,680 Look, I think you have to put this into into a wider 112 00:05:28,680 --> 00:05:32,880 perspective, a wider perspective here because I think a lot of it 113 00:05:32,920 --> 00:05:36,920 you you will be looking at your sub 10 million AI shit going and 114 00:05:36,920 --> 00:05:40,440 being like, Oh my God, like this was the top. 115 00:05:40,440 --> 00:05:43,560 I bought the wrong stuff. This has been a very macro sell 116 00:05:43,560 --> 00:05:45,880 off. So over the last two weeks, 117 00:05:46,640 --> 00:05:51,520 NVIDIA is down 15 to 20%, the NASDAQ is down double digits, 118 00:05:52,440 --> 00:05:56,000 the dollar's at A2 year high. You've had to sell off in a 119 00:05:56,000 --> 00:05:59,960 range of different current EM style currencies. 120 00:06:00,400 --> 00:06:04,720 This is the bond yields are keep on pushing hard. 121 00:06:04,800 --> 00:06:07,600 All this macro stuff that we have been saying, look, suddenly 122 00:06:07,600 --> 00:06:10,640 everyone cares about macro. This has become quite a big 123 00:06:10,640 --> 00:06:11,520 deal. Like that's come to the 124 00:06:11,520 --> 00:06:13,560 forefront. So and that's happened again 125 00:06:13,560 --> 00:06:15,840 today. Tech stocks opened down lower, 126 00:06:16,320 --> 00:06:18,480 Bitcoin dumped everything dumped everyone freaked out. 127 00:06:19,720 --> 00:06:24,680 At the same time, a lot of the left curve stuff is getting 128 00:06:24,680 --> 00:06:29,240 smoked too. So if you were playing for the 129 00:06:29,240 --> 00:06:33,840 Bitcoin to 200K, all my bags are going to go higher. 130 00:06:35,040 --> 00:06:37,560 Yeah, you've been smoked too. I I thought Bitcoin dominance, 131 00:06:37,560 --> 00:06:40,280 as I've said for a while, or at least the last couple of weeks, 132 00:06:40,280 --> 00:06:42,840 have actually come down in this world because macro was less 133 00:06:42,840 --> 00:06:44,400 strong. Bitcoin dominance has gone 134 00:06:44,400 --> 00:06:46,040 higher. Bitcoin dominance has gone back 135 00:06:46,040 --> 00:06:51,560 up to 59% ish. It's still seen as like, yeah, 136 00:06:51,560 --> 00:06:55,640 this is this macro sell off is affected more of the left curve 137 00:06:55,640 --> 00:06:58,600 stuff even more than Bitcoin. Bitcoin right now is is 138 00:06:58,640 --> 00:07:05,200 comfortably back above 92 K. It has again hit that level of 139 00:07:05,200 --> 00:07:08,120 resistance and bounced back, which is a good sign for the 140 00:07:08,120 --> 00:07:10,440 market. But yeah, left curve stuff is 141 00:07:10,920 --> 00:07:13,120 it's currently bouncing back. But but yeah, not it's. 142 00:07:13,160 --> 00:07:15,920 Always like that, right? Which always takes a. 143 00:07:16,040 --> 00:07:17,960 It's a lagged bounce back, right? 144 00:07:18,640 --> 00:07:21,520 Yeah, exactly. And I think I think you, you 145 00:07:21,520 --> 00:07:24,640 have to put that into perspective of this isn't, which 146 00:07:24,640 --> 00:07:29,080 is in some ways is more worrying in that like this is this is 147 00:07:29,080 --> 00:07:32,480 something where the whole market is being repriced. 148 00:07:32,480 --> 00:07:35,040 What's going on in macro right now, which is essentially and to 149 00:07:35,040 --> 00:07:39,920 put into a nutshell is inflation is, is looking slightly worse 150 00:07:40,560 --> 00:07:45,040 than expected as in it, you know, cost of living may stay 151 00:07:45,040 --> 00:07:49,600 higher for longer and that the Fed may keep interest rates 152 00:07:49,760 --> 00:07:52,520 higher for longer. In fact, markets are currently 153 00:07:52,520 --> 00:07:56,520 now pricing that they will not do another interest rate cut 154 00:07:56,520 --> 00:07:59,640 this year. And that is a big departure from 155 00:07:59,640 --> 00:08:03,760 what we saw from basically from September, October time, which 156 00:08:03,920 --> 00:08:07,320 which which is kind of coincides when the election was too. 157 00:08:07,320 --> 00:08:10,200 There's a lot of talk about like Trump potentially could lead to 158 00:08:10,200 --> 00:08:14,680 more inflation, but that coming back is a basically a rerun of 159 00:08:14,680 --> 00:08:18,160 the narrative that we had in 2022, if you remember back then, 160 00:08:18,160 --> 00:08:23,240 which is inflation, higher rates, people people less risk 161 00:08:23,240 --> 00:08:25,800 taking. This is bad for markets in the 162 00:08:25,800 --> 00:08:29,000 end, you know, like stocks went high during that whole period. 163 00:08:30,480 --> 00:08:33,679 Crypto bounce back. Higher rates aren't don't 164 00:08:33,679 --> 00:08:40,440 necessarily mean markets nuke as we saw over the last few years, 165 00:08:40,440 --> 00:08:43,760 we've had high rates, but I think that departure and that 166 00:08:43,760 --> 00:08:47,040 kind of 180 in people's thinking of we're heading towards a 167 00:08:47,040 --> 00:08:51,640 banana zone of liquidity to now the Fed may not cut rates for a 168 00:08:51,640 --> 00:08:56,800 year and we're starting to see some stresses in like other 169 00:08:56,800 --> 00:08:59,880 countries from these high rates. Like the UK right now is looking 170 00:08:59,960 --> 00:09:05,160 pretty precarious. China, Japan all looking 171 00:09:05,160 --> 00:09:09,120 slightly precarious. It's just just quite a lot of 172 00:09:09,120 --> 00:09:13,240 uncertainty around that. So this is a world where the 173 00:09:13,240 --> 00:09:20,360 majors have sold off alongside broader macro markets and, and, 174 00:09:20,360 --> 00:09:22,320 and, and that's taken down a lot of stuff as well. 175 00:09:22,880 --> 00:09:26,840 Now, if you go down into the into like where people have been 176 00:09:27,000 --> 00:09:33,120 degenning memes haven't had a great period, although their 177 00:09:33,120 --> 00:09:38,280 mindshare is now starting to creep up again because the real 178 00:09:38,680 --> 00:09:41,520 death has happened in, in kind of the AI stuff. 179 00:09:41,520 --> 00:09:44,400 We're back to where we were, to be clear, we were back to where 180 00:09:44,400 --> 00:09:49,200 we were about 2 1/2 weeks ago. So we are back to where this 181 00:09:49,400 --> 00:09:56,240 figure is back to around just sharp 12 billion and most of 182 00:09:56,240 --> 00:09:58,560 these coins are down 30 to 40% on the week. 183 00:09:59,200 --> 00:10:03,960 This peaked at around 17 to 18 billion about a week and a half 184 00:10:03,960 --> 00:10:07,960 ago, about a week ago. So just a pretty dangerous 185 00:10:07,960 --> 00:10:09,920 repriceman. And I think the main thing 186 00:10:09,920 --> 00:10:14,880 that's happened is, is a lot of the utility stuff has been, has 187 00:10:14,880 --> 00:10:18,120 been damaged. Falcon's actually held up 188 00:10:18,840 --> 00:10:22,080 better, I would say. But but a lot of the hopes and 189 00:10:22,080 --> 00:10:25,960 dreams stuff, let's say has, has been badly hurt. 190 00:10:25,960 --> 00:10:29,280 And a lot of that is, is macro, like I just said, like NVIDIA 191 00:10:29,280 --> 00:10:31,480 being down that amount is quite a big deal. 192 00:10:32,000 --> 00:10:33,520 And a lot of that is micro as well. 193 00:10:33,520 --> 00:10:36,880 So there's been number one, there's been controversies 194 00:10:36,880 --> 00:10:40,440 around stuff that AI16Z, which was the leader in the Solano 195 00:10:40,440 --> 00:10:43,840 ecosystem has been doing and saying a lot of that's to do 196 00:10:43,840 --> 00:10:47,440 with remember we had the controversy of a fat coin. 197 00:10:48,080 --> 00:10:52,440 Then Shaw's Shaw made comments around zero bro, which have come 198 00:10:52,440 --> 00:10:54,800 to light. There has now been controversy 199 00:10:54,800 --> 00:10:59,240 around this AIC. We also got full allocation too. 200 00:10:59,240 --> 00:11:02,480 But why the controversy about, about that and, and the fact 201 00:11:02,480 --> 00:11:09,160 that Shaw sold and, and just general, I think that that 202 00:11:09,160 --> 00:11:15,640 project has taken a lot of taken a wide beating in the same way 203 00:11:15,640 --> 00:11:21,040 that if width is down 50%, it's tough for the rest of the Solana 204 00:11:21,840 --> 00:11:26,680 meme coin market to rally AI16Z with a high proportion of the of 205 00:11:26,680 --> 00:11:29,360 the of the Solana meme coin market, particularly the utility 206 00:11:29,360 --> 00:11:32,080 bit of that like excluding far coin, because I would say 207 00:11:32,080 --> 00:11:33,880 largely far coin is his own thing. 208 00:11:34,360 --> 00:11:37,000 People who own it. I think only a small slice of 209 00:11:37,000 --> 00:11:38,720 them are really only the AI angle to that. 210 00:11:38,800 --> 00:11:40,320 Point. Whoa, look at this man. 211 00:11:43,560 --> 00:11:46,720 Jesus, right. So yeah, yeah. 212 00:11:46,720 --> 00:11:50,200 So it's it's pretty nasty kind of across the board for a lot of 213 00:11:50,200 --> 00:11:51,480 this a lot of this sort of stuff. 214 00:11:53,120 --> 00:11:55,600 I would also see that we. Someone trying to get into your 215 00:11:55,600 --> 00:11:56,160 hotel room. I don't. 216 00:11:57,800 --> 00:12:00,320 Know who that is? Room service, yeah. 217 00:12:00,640 --> 00:12:03,280 Be careful. Yeah, be careful, dude. 218 00:12:05,520 --> 00:12:12,160 Yeah, who the fuck's that they? They really want to kick to you. 219 00:12:12,600 --> 00:12:14,160 One second they. Really want to speak to you. 220 00:12:17,120 --> 00:12:19,040 They they really want to talk to the guy. 221 00:12:19,040 --> 00:12:20,640 I mean, Tyler, what do you make of what he's saying? 222 00:12:21,280 --> 00:12:23,760 How are you? How are you this morning, Tyler? 223 00:12:24,320 --> 00:12:28,120 Oh God. I've been looked at, I I'm not 224 00:12:28,120 --> 00:12:30,760 looking. So I did RIP the Band-Aid off 225 00:12:30,880 --> 00:12:34,720 and checked my phantom balance and then opened the door to my 226 00:12:34,720 --> 00:12:41,160 balcony but I closed it back. Luckily we had a we've had a 227 00:12:41,160 --> 00:12:43,200 huge reversal on far coin. So I checked far coin this 228 00:12:43,200 --> 00:12:45,440 morning, it was 690. Nice. 229 00:12:45,960 --> 00:12:48,120 So it's up to 100 million off the bottom at least. 230 00:12:48,120 --> 00:12:50,440 So we we've got a little bit of a fart bounce. 231 00:12:50,920 --> 00:12:52,880 Jesus Christ. I mean so. 232 00:12:53,080 --> 00:12:55,440 Are we, are we countless AS92K holding up? 233 00:12:55,520 --> 00:12:58,880 I mean basically like it could like it was a liquidation Wick. 234 00:12:58,880 --> 00:13:01,000 So. I was going to ask that. 235 00:13:01,000 --> 00:13:03,680 Yeah. So like that that famous like, 236 00:13:03,680 --> 00:13:05,600 you know, everybody's been talking about sweeping the lows 237 00:13:05,600 --> 00:13:08,200 on the in the high 80s. Mando, it looks like it was 238 00:13:08,200 --> 00:13:09,760 swept this morning. I mean, I missed that. 239 00:13:09,800 --> 00:13:13,520 It was must have been sleeping. It's like 89 K tapped here. 240 00:13:15,560 --> 00:13:18,240 What do you think? 89 KA. 241 00:13:19,760 --> 00:13:22,320 Lot of people kept saying 88 K was that low sweep. 242 00:13:22,320 --> 00:13:23,400 Look, I'm not a trader. I don't know. 243 00:13:23,400 --> 00:13:26,200 I'm just saying this is the most common thing I read on the 244 00:13:26,200 --> 00:13:31,240 timeline last few weeks. 88 Ki think it was taps yeah or 89 K 245 00:13:31,240 --> 00:13:36,440 so yeah, I don't really know like. 246 00:13:36,440 --> 00:13:40,280 Stu always talks about this too, hitting that 88 K is driving him 247 00:13:40,280 --> 00:13:42,760 insane and he actually is a pretty good trader but. 248 00:13:44,160 --> 00:13:46,320 Maybe that's all we needed really for it to touch that 249 00:13:46,320 --> 00:13:49,440 level and then rebound. I like that Dee Farmer. 250 00:13:50,000 --> 00:13:53,120 I like when Dee Farmer comes back with the Braveheart gift. 251 00:13:53,200 --> 00:13:55,200 You know that one, Tyler? Yeah, he's a good ball. 252 00:13:55,680 --> 00:13:58,120 I always, I always answer. I I don't know, I always like 253 00:13:58,120 --> 00:14:00,520 that one because he always like when he's sweeping a lot, he's 254 00:14:00,520 --> 00:14:03,320 always posting that gift Mel Gibson and Braveheart. 255 00:14:04,160 --> 00:14:06,280 So it's, it's like a lot of people were talking about. 256 00:14:06,840 --> 00:14:09,960 So here's a consent like consensus was 88 K Bitcoin used 257 00:14:09,960 --> 00:14:14,600 to be swept I think it was sub 180 Solana and sub 3K ETH and it 258 00:14:14,600 --> 00:14:17,200 looks like everything was went there. 259 00:14:17,200 --> 00:14:22,000 So I went to 169. Whoa. 260 00:14:22,600 --> 00:14:30,200 Yeah, quite a sweep. And then East went to 2900. 261 00:14:30,680 --> 00:14:36,000 Think get me if I'm wrong. So, so there's that for the for 262 00:14:36,000 --> 00:14:38,440 the for the majors. I guess we'll see the CPI this 263 00:14:38,440 --> 00:14:40,320 week. I saw OV make his tweets about 264 00:14:40,320 --> 00:14:43,840 all the CPI shipment though I'm assuming that we're in a macro 265 00:14:43,840 --> 00:14:46,080 market again, so we'll be praying for that. 266 00:14:47,040 --> 00:14:48,760 We have CPI and we have PPI this week. 267 00:14:48,760 --> 00:14:51,320 So it's quite a big market, but it does sound like it's a Mac. 268 00:14:51,600 --> 00:14:53,600 It's a, it's a macro market again for sure. 269 00:14:54,240 --> 00:14:57,640 Yeah, All, we get a breakdown here for US CPI on Wednesday. 270 00:14:57,640 --> 00:15:00,760 Ideally, we want the inflation number to come in below 2.8% in 271 00:15:00,760 --> 00:15:01,920 order to see market relief rally. 272 00:15:01,920 --> 00:15:06,840 I have no idea what any of this means, by the way, but I don't 273 00:15:06,920 --> 00:15:08,440 know. Yeah, give it. 274 00:15:08,440 --> 00:15:10,440 Give me your best knock knock jokes, everyone. 275 00:15:10,680 --> 00:15:12,840 Yeah, that great time for knock knock joke. 276 00:15:13,440 --> 00:15:14,960 There you go. Who was it, Amanda? 277 00:15:14,960 --> 00:15:17,000 Was it Was it Room service? Cleaning service. 278 00:15:18,440 --> 00:15:19,640 No, something completely different. 279 00:15:21,280 --> 00:15:23,680 Oh my God that is so funny. Niggs and ugly. 280 00:15:23,960 --> 00:15:27,080 What? That's hilarious. 281 00:15:27,640 --> 00:15:37,480 OK, anyway, so let's go to Tyler's top 100 then let's. 282 00:15:43,240 --> 00:15:45,600 Yeah man, no leather. But folks, crypto majors fell 283 00:15:45,600 --> 00:15:48,320 hard overnight. Down 4 to 6%. 284 00:15:48,320 --> 00:15:52,480 Bitcoin lost 92 K. It went into the 8988 K range 285 00:15:52,480 --> 00:15:58,120 but V shaping back up are back to 93K so a nice rebound there. 286 00:15:58,120 --> 00:16:01,280 Most alts were down about 6 to 10% this morning when I ran the 287 00:16:01,280 --> 00:16:05,280 numbers. The AI sector down a full 20% so 288 00:16:05,280 --> 00:16:08,600 hit the hardest and macro headlines from the past few 289 00:16:08,600 --> 00:16:11,320 days. There is a new Consumer Finance 290 00:16:11,320 --> 00:16:14,400 Protection Bureau CFPB rule that would make wallet makers like 291 00:16:14,400 --> 00:16:18,800 consensus liable for customer losses or erroneous transactions 292 00:16:18,800 --> 00:16:20,920 tied to the users using their wallets. 293 00:16:21,480 --> 00:16:24,760 So the Biden administration kind of going out swinging last week 294 00:16:24,760 --> 00:16:27,040 here. Senator Loomis is set to lead a 295 00:16:27,040 --> 00:16:29,080 Senate subcommittee on digital assets. 296 00:16:29,080 --> 00:16:33,080 She's one of the most pro crypto politicians in the US North 297 00:16:33,080 --> 00:16:36,240 Dakota and New Hampshire have both drafted legislation for 298 00:16:36,240 --> 00:16:37,800 their own strategic Bitcoin reserves. 299 00:16:38,040 --> 00:16:40,680 So more and more states are looking at the the Bitcoin 300 00:16:40,680 --> 00:16:43,800 reserves, even if if we have some hesitations at the the 301 00:16:43,800 --> 00:16:46,120 national level, the more companies too Heritage 302 00:16:46,120 --> 00:16:49,200 Distilling becoming the latest company to adopt Bitcoin for 303 00:16:49,200 --> 00:16:51,800 their company. In token AirDrop and protocol 304 00:16:51,800 --> 00:16:54,560 news, the current protocol announced an AirDrop for users 305 00:16:54,560 --> 00:16:58,400 of multiple protocols across the line like Jupiter, Solon, Drift, 306 00:16:58,400 --> 00:17:01,400 and Gito, as well as top meme coin holders like Pingu, BONK, 307 00:17:01,840 --> 00:17:05,040 AI16Z, Fartcoin, and more. So a big community air drop 308 00:17:05,040 --> 00:17:07,240 there. Abstract announced its Abstract 309 00:17:07,240 --> 00:17:10,560 Syndicate powered by Echo, where select abstract builders will 310 00:17:10,560 --> 00:17:13,280 have access to showcase their apps to qualified investors. 311 00:17:13,800 --> 00:17:17,079 And then the Kwai Network is now allowing any Kaido user with 20 312 00:17:17,079 --> 00:17:19,079 smart followers to claim tokens on test net. 313 00:17:19,240 --> 00:17:21,560 So another potential AirDrop coming there. 314 00:17:21,760 --> 00:17:23,680 I will get into another big AirDrop here in a minute before 315 00:17:23,680 --> 00:17:24,880 we get there. AI and crypto. 316 00:17:24,880 --> 00:17:28,400 The overall market cap at one point fell 20% to 10.9 billion. 317 00:17:28,800 --> 00:17:31,920 It's now back up to 11 1/2. Most leaders still down about 318 00:17:31,920 --> 00:17:37,000 10% on the day. Really no, no top movers. 319 00:17:37,000 --> 00:17:40,640 We are starting to see a little bit of green on the board right 320 00:17:40,640 --> 00:17:42,440 now. 4 coins actually leading the way. 321 00:17:42,440 --> 00:17:46,600 Hey, Anon is doing quite well as well as CGPT that last token to 322 00:17:46,600 --> 00:17:51,920 get listed. In other news, this D5DE FAI is 323 00:17:51,920 --> 00:17:54,920 close to flipping D5 traditional D5 in mindshare. 324 00:17:55,200 --> 00:17:57,160 Clearly the hottest new sub sector of AI. 325 00:17:57,160 --> 00:17:59,360 So we're have to dig into that new token. 326 00:17:59,360 --> 00:18:02,040 Hollow from Hollow Zone is aiming to create a framework for 327 00:18:02,040 --> 00:18:06,160 the most advanced AI agents that executed 24/7 showcase on X 328 00:18:06,160 --> 00:18:09,240 Spaces, which featured Andrew Tate arguing with the Hollow 329 00:18:09,240 --> 00:18:12,280 World AI version of himself. I would put them on the map. 330 00:18:12,280 --> 00:18:14,120 They ran the 35 million in their debut. 331 00:18:14,120 --> 00:18:18,120 They did follow that overnight. We've got shawl teasing AI16Z 332 00:18:18,200 --> 00:18:22,560 maybe 2 coming later this week, AICCC that accelerate Dow that 333 00:18:22,560 --> 00:18:24,080 did debut late Friday evening, folks. 334 00:18:24,080 --> 00:18:27,800 It's sort of $300 million and higher in the first hour settled 335 00:18:27,800 --> 00:18:30,080 in the hundred 150 million range over the weekend. 336 00:18:30,080 --> 00:18:33,280 It was 77 million down this morning. 337 00:18:34,160 --> 00:18:37,120 Another Dow, hardwired Dow, and now this plans to launch. 338 00:18:37,120 --> 00:18:39,840 They look to decentralize AI innovation via community owned 339 00:18:40,160 --> 00:18:43,480 compute power. So that's the next Dow to watch. 340 00:18:43,480 --> 00:18:47,120 Then several updates across Bully, ABB, Story, Zero Bro, 341 00:18:47,120 --> 00:18:48,480 virtuals. We can perhaps get into those 342 00:18:48,560 --> 00:18:50,320 here in a minute. There's a laundry list of 343 00:18:50,320 --> 00:18:53,840 updates in the meme coin and NFT sector. 344 00:18:53,840 --> 00:18:55,440 Meme coin major is down about 5 to 10%. 345 00:18:55,440 --> 00:18:58,720 Not a huge surprise with the majors down. 346 00:18:58,800 --> 00:19:01,680 Concho was a meme coin. Runner of the Night jumped 1300% 347 00:19:01,680 --> 00:19:03,960 to 20 million. Moon Pay announced the 348 00:19:03,960 --> 00:19:07,520 sponsorship of Unicorn Fart Dust, UFD founder Wrong, which 349 00:19:07,520 --> 00:19:11,440 led the UFD soaring 80% to 230 million over the weekend. 350 00:19:11,600 --> 00:19:13,720 And NFT news. Most NFTS are down except for 351 00:19:13,720 --> 00:19:17,800 Azuki, and that is because the anime Tokenomics were released 352 00:19:17,800 --> 00:19:21,240 last night, featuring 15 1/2 percent of the tokens going to 353 00:19:21,240 --> 00:19:26,120 the community, 75% plus unlocked at the open, and then several 354 00:19:26,120 --> 00:19:29,920 communities getting allocations including Kaido and Hype 355 00:19:29,920 --> 00:19:32,560 stickers, leading the speculation that those two 356 00:19:32,560 --> 00:19:35,720 groups perhaps might be rewarded more in 2025. 357 00:19:36,520 --> 00:19:39,080 And that's our rundown. All right, well, that is quite a 358 00:19:39,080 --> 00:19:40,680 rundown. There's actually quite a lot 359 00:19:41,080 --> 00:19:44,440 going on in these streets. I'm going to start with the D5 360 00:19:44,440 --> 00:19:46,000 thing because I actually wrote about it this weekend. 361 00:19:46,000 --> 00:19:50,280 I'm a little confused about the definition of D5 FAI, and if and 362 00:19:50,280 --> 00:19:55,000 if I am, I wouldn't be surprised if a lot of people I I I 363 00:19:55,000 --> 00:19:57,880 wouldn't be surprised if some people are as well. 364 00:19:58,720 --> 00:20:00,640 One side of me thinks that we're just throwing words out there in 365 00:20:00,640 --> 00:20:05,200 order to pump bags. Just be honest, Defy. 366 00:20:05,200 --> 00:20:06,480 Like, OK, that's part of the Defy thing. 367 00:20:07,440 --> 00:20:09,400 If we're looking at a mindshare map, I'm going to pull up the 368 00:20:09,400 --> 00:20:14,800 post this weekend. Why is Defy being separated from 369 00:20:14,960 --> 00:20:17,280 AI? Shouldn't it be that when you 370 00:20:17,280 --> 00:20:21,360 look into AI that's from this weekend, like you know, it's 371 00:20:21,360 --> 00:20:26,040 separated isn't D5 into AI? And then if you go into the EI 372 00:20:26,040 --> 00:20:28,000 now, let's say you were to click on AI, there is different 373 00:20:28,000 --> 00:20:32,000 pockets, utilities meme like utility, like you know, you 374 00:20:32,000 --> 00:20:33,800 know, the vibes like Ava, all the stuff like. 375 00:20:33,880 --> 00:20:36,000 Infra. OK, you're right. 376 00:20:36,000 --> 00:20:38,280 So forget utility because I'm really utility plays in D5. 377 00:20:39,120 --> 00:20:42,240 Let's go infra memes and something else. 378 00:20:42,240 --> 00:20:45,880 So what is Defy and how does one qualify as in a Defy coin? 379 00:20:46,680 --> 00:20:50,880 I can get my thoughts. I think of Defy as agents that 380 00:20:51,040 --> 00:20:53,440 actually do things like trades like on chain. 381 00:20:54,120 --> 00:20:56,640 So these are not your chat bot agents? 382 00:20:56,920 --> 00:21:00,000 These aren't launch pads for chat bot agents. 383 00:21:00,480 --> 00:21:05,080 These are AI agents that are being set up to transact for you 384 00:21:05,160 --> 00:21:08,360 on chain, which I think it is the actual direction that most 385 00:21:08,360 --> 00:21:10,520 folks who are bullish on the intersection of AI and crypto 386 00:21:10,520 --> 00:21:12,200 like this is this is the end game, right? 387 00:21:12,200 --> 00:21:14,760 It's agents actually operating on chain. 388 00:21:16,280 --> 00:21:18,120 I share this is the list from Coin Gecko. 389 00:21:18,120 --> 00:21:19,280 I don't think this is comprehensive. 390 00:21:19,280 --> 00:21:21,920 I actually want to put Griffane necessarily on this. 391 00:21:21,920 --> 00:21:23,720 One and coin market cap tune on by the way. 392 00:21:24,320 --> 00:21:27,200 Griffane does a lot I I thought Griffane Moore is like the 393 00:21:27,200 --> 00:21:30,480 ChatGPT for. But see, that's what's 394 00:21:30,480 --> 00:21:32,640 confusing. I find this term like, what is 395 00:21:32,640 --> 00:21:34,520 defy like? Is it utility? 396 00:21:34,680 --> 00:21:35,960 Like? What's up man? 397 00:21:35,960 --> 00:21:38,640 What have you seen? They're all trying to do defy 398 00:21:39,120 --> 00:21:41,440 like AI16Z has been trying to do that too. 399 00:21:41,440 --> 00:21:43,040 I think that Jira bro is trying to do that. 400 00:21:43,280 --> 00:21:49,560 I I, I do think that, yeah. I think it's, it's interesting 401 00:21:49,680 --> 00:21:51,680 that they're all they're trying to make a subset here. 402 00:21:51,760 --> 00:21:54,360 I think they're trying to make a subset to pump their own bags. 403 00:21:54,360 --> 00:21:58,720 But largely if you've been paying attention to the current 404 00:21:59,760 --> 00:22:04,200 AI like sector AI agent sector that the vast majority of them 405 00:22:04,200 --> 00:22:08,360 are have some sort of idea of making bots that will make you 406 00:22:08,360 --> 00:22:15,520 money like Griffane AI16Z0. Bro I'm trying to think which 407 00:22:15,520 --> 00:22:17,520 other ones are trying to are trying to make you money right 408 00:22:17,520 --> 00:22:21,280 now. There's a full laundry list. 409 00:22:21,800 --> 00:22:23,640 Like they're all, they're all doing that so. 410 00:22:24,000 --> 00:22:27,320 I think to separate them from the new AI like. 411 00:22:28,360 --> 00:22:30,480 I think most yeah, honestly, it doesn't make a whole lot of 412 00:22:30,480 --> 00:22:31,720 sense. It feels like the whole sector 413 00:22:31,720 --> 00:22:36,720 is going to go that way. I agree that it's still from a 414 00:22:36,720 --> 00:22:40,200 training perspective, you want to look at these lists because 415 00:22:40,440 --> 00:22:44,080 this sector is hot looking at the top coins on this list and I 416 00:22:44,080 --> 00:22:48,200 think that's why we're seeing some of them like Anon in orbit 417 00:22:48,200 --> 00:22:52,680 and it's grift token saw like huge weeks because they're being 418 00:22:52,680 --> 00:22:55,160 seen as the leaders. Though I think Amanda is 419 00:22:55,160 --> 00:23:01,240 absolutely right that like you can't separate what AI16Z arc, 420 00:23:01,240 --> 00:23:03,200 all these other infra providers like they're going to provide 421 00:23:03,200 --> 00:23:06,080 infra for agents who trade as well, right. 422 00:23:06,080 --> 00:23:10,000 So it's not necessarily its own thing. 423 00:23:10,000 --> 00:23:13,120 No one thinks that chat bots and reply guys is like the future 424 00:23:13,120 --> 00:23:15,640 of. Yeah, exactly like they're, 425 00:23:15,760 --> 00:23:17,120 they're all trying to do that so. 426 00:23:17,600 --> 00:23:20,240 Yeah, OK. I think that's kind of yeah. 427 00:23:20,320 --> 00:23:21,800 It's probably just been up a narrative. 428 00:23:22,480 --> 00:23:25,280 We've done something actually. But if you if you speak to most 429 00:23:25,280 --> 00:23:27,280 of these, they're all trying to they're all trying to do that. 430 00:23:27,920 --> 00:23:31,600 Even AI SPT right, could very easily move into this. 431 00:23:31,600 --> 00:23:33,600 And would that suddenly be a Defy star? 432 00:23:34,480 --> 00:23:36,520 That's what I'm confused. Also there's another one. 433 00:23:36,520 --> 00:23:39,080 It's like some people are like trying to like also called AI 434 00:23:39,080 --> 00:23:44,000 fight, like there's a fight of the terms even like bankless. 435 00:23:44,000 --> 00:23:46,440 Guys wanted AI Fi to be the main one. 436 00:23:46,560 --> 00:23:47,880 Oh, then it's definitely Defy then. 437 00:23:48,520 --> 00:23:51,680 Yeah, exactly. But especially after this week. 438 00:23:52,160 --> 00:23:54,280 But just kidding. Because we don't know how to 439 00:23:54,280 --> 00:23:55,400 pronounce it. Like how do you pronounce? 440 00:23:55,880 --> 00:23:58,000 Well, how do you pronounce Defy? No, I'm not talking about Defy. 441 00:23:58,000 --> 00:24:01,680 I'm talking about Defy. I do agree AI5 probably makes 442 00:24:01,680 --> 00:24:05,960 more sense by the way, because of that, but I don't know, to me 443 00:24:05,960 --> 00:24:11,560 it's just AIAI is AI and I don't know. 444 00:24:11,560 --> 00:24:14,200 I don't know guys. Should I sell all my memes 445 00:24:14,920 --> 00:24:17,600 bottom and rotate to utility? I almost lost all my gains. 446 00:24:17,880 --> 00:24:20,560 You and me both Maz, you and me both. 447 00:24:20,800 --> 00:24:22,920 Just hang tight, hang tight, all right? 448 00:24:22,920 --> 00:24:25,600 I don't know if you're a man or a woman, but just put your nuts 449 00:24:25,600 --> 00:24:29,200 on the table. Either way, just leave them on. 450 00:24:29,200 --> 00:24:30,720 If they're there. It is not the time I think. 451 00:24:33,120 --> 00:24:34,440 The big, the big thing happening. 452 00:24:34,440 --> 00:24:35,800 I'm curious for Mando's thoughts on this. 453 00:24:35,800 --> 00:24:39,560 So clearly, like all the leaders in AI are down 30 to 50% on the 454 00:24:39,560 --> 00:24:41,920 week. Like there, there's no hiding of 455 00:24:41,920 --> 00:24:44,560 that. I I think that the big question 456 00:24:44,560 --> 00:24:49,560 is, is that because of the macro pullback or are we seeing a 457 00:24:49,560 --> 00:24:53,240 shuffling of the leaders because the early leaders aren't 458 00:24:53,240 --> 00:24:55,280 necessarily going to be the cycle leaders. 459 00:24:55,760 --> 00:24:59,600 And I think that is the biggest concern across the sector now. 460 00:25:00,600 --> 00:25:03,880 And while you've seen the leaders like virtual and AI16Z 461 00:25:03,880 --> 00:25:07,920 and AI XPT dropping, you've seen a lot of the coins in the mid 462 00:25:07,920 --> 00:25:11,760 tier start to pump, right. So like a non is up quite a bit 463 00:25:11,800 --> 00:25:13,360 on the week. Ark had a big run. 464 00:25:13,360 --> 00:25:15,920 It's down now this Pippin token came out of nowhere and now it's 465 00:25:15,920 --> 00:25:19,400 over 200 million. Ava from the The Hollow team is 466 00:25:19,400 --> 00:25:23,120 now over 200 million. And I think there's a growing 467 00:25:23,120 --> 00:25:23,600 there. It is. 468 00:25:23,600 --> 00:25:26,040 And this is also from folks who are incentivized to pump their 469 00:25:26,040 --> 00:25:27,160 own bags. But they're trying to say like 470 00:25:27,160 --> 00:25:29,520 their bags are going to be the new leaders, right? 471 00:25:29,520 --> 00:25:32,160 And it's also new that we don't we don't really have a good 472 00:25:32,560 --> 00:25:33,800 answer. But yeah, curious your thoughts. 473 00:25:34,200 --> 00:25:35,680 I've said that since the start, right? 474 00:25:35,680 --> 00:25:37,240 This is one of the reasons why I find it so. 475 00:25:37,680 --> 00:25:40,320 I knew this sector would be so difficult and I've said it so 476 00:25:40,320 --> 00:25:42,200 many times, even on the show, I think the attrition rate is 477 00:25:42,200 --> 00:25:46,200 going to be unbelievable because you can build it's open source 478 00:25:46,200 --> 00:25:48,160 AGI, right? That's what everyone's talking 479 00:25:48,160 --> 00:25:49,760 about or trying to build open source models. 480 00:25:50,120 --> 00:25:52,240 It's so easy to build on what somebody else has just built and 481 00:25:52,240 --> 00:25:53,480 try and build something better, right? 482 00:25:53,480 --> 00:25:57,160 Like so the idea that you're going to be ahead for a long 483 00:25:57,160 --> 00:26:00,080 time is very difficult to underwrite. 484 00:26:01,120 --> 00:26:06,600 AI 16 ZI really feel like it's very far. 485 00:26:06,640 --> 00:26:09,000 It'd be very difficult to catch up with them with what they've 486 00:26:09,000 --> 00:26:11,440 done with Eliza, right. That being said, like they've 487 00:26:12,200 --> 00:26:16,080 there's been a lot of fumbling of that bag or some funding of 488 00:26:16,080 --> 00:26:21,000 that of that yeah, something of that head start and that's been 489 00:26:22,320 --> 00:26:24,040 I think been one of the main worries. 490 00:26:26,160 --> 00:26:29,240 Now, do I think that this Hey Anon thing is like some 491 00:26:29,240 --> 00:26:30,440 incredible thing people have said? 492 00:26:30,440 --> 00:26:32,480 Oh yeah, this is the building a new framework that can be the 493 00:26:32,480 --> 00:26:35,400 new AI16Z. I'd be. 494 00:26:35,560 --> 00:26:38,160 I think we'll probably do this run again in a couple of months. 495 00:26:38,160 --> 00:26:42,400 Like the person who created Hey Anon, to be clear, is Daniel 496 00:26:42,400 --> 00:26:44,960 Siesta. Daniel Sester, who is behind 497 00:26:45,080 --> 00:26:49,520 Time Wonderland, one of the most infamous rugs. 498 00:26:50,280 --> 00:26:52,480 That. Everyone lost all their money on 499 00:26:52,480 --> 00:26:54,240 like we're not seeing here. I'm not seeing here going like 500 00:26:54,240 --> 00:26:56,200 he's like the best thing that ever happened to he's done. 501 00:26:57,320 --> 00:27:02,480 But like, I think there's, you know, we've seen king making in 502 00:27:02,480 --> 00:27:04,880 the space and I think you have to be you have to appreciate 503 00:27:04,880 --> 00:27:07,320 that they'll probably be dealing out for all these people as 504 00:27:07,320 --> 00:27:10,920 well. And if you're going down the 505 00:27:10,920 --> 00:27:14,080 utility route, know that there's no bag. 506 00:27:14,160 --> 00:27:18,920 There is no bag in crypto meets AI, which you can underwrite and 507 00:27:18,920 --> 00:27:20,360 say, I'm going to hold this for a year. 508 00:27:21,080 --> 00:27:25,000 There's nothing like if you go down that route, even virtuals, 509 00:27:25,600 --> 00:27:27,840 right, which I think a lot of people thought had this 510 00:27:28,280 --> 00:27:31,400 unbelievable. It had a head start and it did 511 00:27:31,400 --> 00:27:33,040 really well with that went up to four and a half billion. 512 00:27:33,040 --> 00:27:35,360 Now it's like 2 1/2. And all I see is a timeline 513 00:27:35,360 --> 00:27:38,320 complaining about how like the functionality of the bots isn't 514 00:27:38,320 --> 00:27:42,080 good enough and a XPTS that got its own proprietary thing. 515 00:27:42,080 --> 00:27:47,640 And like just don't be very, very aware that like maybe take 516 00:27:47,640 --> 00:27:50,800 your gains in the utility stuff if and maybe don't believe 517 00:27:50,800 --> 00:27:54,640 they're all going to go to like or yeah, just be prepared that 518 00:27:54,640 --> 00:27:57,200 next week there's going to be something that they will attack 519 00:27:57,200 --> 00:28:01,240 you on, right? That's why in some ways I like 520 00:28:01,440 --> 00:28:04,440 go fargoing, but then you know, that hasn't worked out really 521 00:28:04,440 --> 00:28:06,200 out. That means while Falcons worked 522 00:28:06,200 --> 00:28:08,320 out, but it hasn't worked out that amazingly either for for 523 00:28:08,320 --> 00:28:10,680 the meme. So it's it's incredible, 524 00:28:11,000 --> 00:28:14,160 incredibly difficult space to underwrite stuff for a long 525 00:28:14,160 --> 00:28:16,680 time. So I think there's so playing 526 00:28:16,680 --> 00:28:18,520 that out, I think there's like there's two schools of thought. 527 00:28:18,520 --> 00:28:20,800 So like you've got folks like Ovie coming out and giving his 528 00:28:20,800 --> 00:28:24,480 like top five plays and he thinks his pork and 5X and he's 529 00:28:24,480 --> 00:28:25,680 basically betting on the leaders, right? 530 00:28:25,680 --> 00:28:30,400 He he bet on like virtuals AI16 ZI think arc was on his list. 531 00:28:30,400 --> 00:28:34,440 I I didn't memorize his list. So there's still a school of 532 00:28:34,440 --> 00:28:37,360 thought that you can bet on the leaders in five to 10X if this 533 00:28:37,360 --> 00:28:40,960 whole space goes to 100 million. And there's another school of 534 00:28:40,960 --> 00:28:44,480 thought is like, should you sell anything that runs to 300 to 500 535 00:28:44,480 --> 00:28:47,160 million because of the attrition rate and just, you know, try to 536 00:28:47,160 --> 00:28:49,680 continue to play downstream. And I don't know if either one 537 00:28:49,680 --> 00:28:51,800 is right. One perhaps might be a little 538 00:28:51,800 --> 00:28:54,040 safer. Maybe you don't have the outsize 539 00:28:54,040 --> 00:28:57,080 gains. I think the next couple weeks 540 00:28:57,080 --> 00:28:59,320 will be telling. I think if Virtuals and AI16Z 541 00:28:59,320 --> 00:29:02,680 actually turn over and get flipped, it's going to be very 542 00:29:02,680 --> 00:29:06,920 hard to hold any of the winners very long. 543 00:29:08,000 --> 00:29:11,200 I mean, you have to believe in the in the ability for that to 544 00:29:11,200 --> 00:29:13,840 happen pretty easily, right? Zero bro. 545 00:29:13,840 --> 00:29:19,480 Went from 850 million to 240, done 12 straight red candles, 546 00:29:19,480 --> 00:29:22,120 like just because people thought new models could come in. 547 00:29:22,320 --> 00:29:24,800 It can happen to the to the mid tiers, It can happen to the 548 00:29:24,800 --> 00:29:27,360 strong tiers. I don't know necessarily if it 549 00:29:27,360 --> 00:29:30,480 goes to 200 million, you meant to sell it because they can. 550 00:29:30,480 --> 00:29:33,040 The ones that go to 300 million can also be the leaders that go 551 00:29:33,040 --> 00:29:34,120 to a billion, billion and a half. 552 00:29:34,120 --> 00:29:37,240 But it's just, yeah, like the attrition can be really, really 553 00:29:37,240 --> 00:29:41,000 hard. I can't tell you in a year's 554 00:29:41,000 --> 00:29:44,360 time if any of these coins will be will be the leader. 555 00:29:45,640 --> 00:29:47,840 I can probably tell you that Go and Farkman will still be 556 00:29:47,840 --> 00:29:50,120 around, but I can't tell you about the others. 557 00:29:51,080 --> 00:29:55,240 I really can't. I think AI for AI16Z to to fuck 558 00:29:55,240 --> 00:29:59,520 this up. It would shock me because of how 559 00:29:59,680 --> 00:30:03,640 how well and how established they are, but they seem to have 560 00:30:03,640 --> 00:30:08,320 fumble fumble the com slash vibes bag pretty hard here so 561 00:30:10,160 --> 00:30:13,400 who knows. The other thing that's playing 562 00:30:13,400 --> 00:30:14,280 out? Sorry, Frog. 563 00:30:14,600 --> 00:30:17,000 No, go ahead, go ahead. All of these major teams are 564 00:30:17,000 --> 00:30:19,960 still rolling out their updates. So like I I skipped over some 565 00:30:19,960 --> 00:30:22,720 because there's just so many. But like Shaw's tweeting like 566 00:30:22,720 --> 00:30:26,120 ASAI 16 ZV 2 with their tokenomics is set to come out 567 00:30:26,640 --> 00:30:30,400 this week. Zero Bro released an overview of 568 00:30:30,400 --> 00:30:40,240 their entire. You didn't mean to, but. 569 00:30:40,560 --> 00:30:43,760 It's so funny, but they're releasing their plans for their 570 00:30:44,120 --> 00:30:46,760 agent frameworks. Like all of these teams are 571 00:30:46,760 --> 00:30:50,480 still like actively producing and we know how important 572 00:30:50,480 --> 00:30:52,880 attention is in this market. So like all of them could also 573 00:30:52,880 --> 00:30:57,960 just very well be it's like 1 positive update away from this 574 00:30:57,960 --> 00:31:01,480 refund. I think I don't have any money 575 00:31:01,480 --> 00:31:06,800 to keep bidding, but I would love to take a punt a fucking 576 00:31:06,880 --> 00:31:09,880 out because I'm a gambler, though, like I'm I'm a I'm a 577 00:31:09,880 --> 00:31:13,640 degenerate gambler, but I would love to punt this, but this 578 00:31:13,640 --> 00:31:17,640 takes serious cojones because the zero bro like 12 was it or 579 00:31:17,640 --> 00:31:19,240 12 days into the red candles now. 580 00:31:19,240 --> 00:31:20,640 I mean it's. Due a bounce. 581 00:31:20,640 --> 00:31:22,280 It's I think everyone you can't look at that. 582 00:31:22,280 --> 00:31:26,520 And not to say hey, it's due a bounce, but number one, that was 583 00:31:26,520 --> 00:31:28,640 more of a vibes coin than I think any of the others because 584 00:31:28,640 --> 00:31:31,240 it was a culture based coin. Right, but became intro. 585 00:31:32,640 --> 00:31:35,280 Yeah, but it was a culture coin. Like that was really a piece of 586 00:31:35,280 --> 00:31:36,560 rap album the other day. I don't. 587 00:31:36,640 --> 00:31:39,000 Feel like I love that part though that I always said that 588 00:31:39,240 --> 00:31:42,200 my favorite thing Zero Bro has done is the rap album. 589 00:31:43,240 --> 00:31:49,600 LALA vape LA vape cabal slash basic CC slash Anson were like 590 00:31:49,600 --> 00:31:53,520 yeah, no Mark, it's not it's done at the same time we got a 591 00:31:53,520 --> 00:31:57,520 violence perp listing Yeah yeah, this is when when do you think 592 00:31:57,520 --> 00:32:01,360 the the frank like vape cabal tweet was? 593 00:32:02,520 --> 00:32:08,120 The problem is that Pippin has a stronger founder and is also 594 00:32:08,120 --> 00:32:10,320 building a Python based framework. 595 00:32:11,480 --> 00:32:14,560 So the Pippin found from baby is like tied to baby AGI which I 596 00:32:14,560 --> 00:32:18,080 understand is more established. So now they've got a direct 597 00:32:18,080 --> 00:32:22,080 competitor as well. I feel like Ark and Pippin are 598 00:32:22,080 --> 00:32:23,960 bigger competitors. I think zero bro was always 599 00:32:23,960 --> 00:32:27,000 about like the vibes of that project, right? 600 00:32:27,000 --> 00:32:29,080 And it had everyone behind it being like, hey, they can build 601 00:32:29,080 --> 00:32:33,480 a fashion line, they can make a they can make a music studio, 602 00:32:33,480 --> 00:32:35,480 all this sort of stuff like and that laws you requires when 603 00:32:35,480 --> 00:32:38,400 Kol's continue to be like, this is the best thing I've ever seen 604 00:32:39,040 --> 00:32:43,240 and whatever I it just felt as though that was stopping to 605 00:32:43,240 --> 00:32:45,440 happen. And then and that's where it is 606 00:32:45,560 --> 00:32:49,040 like I wouldn't be buying zero bro necessarily for the infra 607 00:32:49,040 --> 00:32:55,640 because it has a closed model. So it needs to be incredible 608 00:32:57,000 --> 00:33:00,160 that that for that to work in my opinion. 609 00:33:02,080 --> 00:33:06,040 It's hard for like the the KOL, like the AIKOL model to really 610 00:33:06,040 --> 00:33:07,840 work like AIXPT has pulled it off. 611 00:33:07,840 --> 00:33:09,680 I think it's going to be very hard. 612 00:33:09,680 --> 00:33:12,840 I actually think AI XPT has a huge Moat in that space right 613 00:33:12,840 --> 00:33:14,920 now. I think it's going to be very 614 00:33:14,920 --> 00:33:16,920 hard for another one to catch it. 615 00:33:17,160 --> 00:33:20,880 Weirdly, AIXPT coming out of this, I know it's obviously down 616 00:33:20,880 --> 00:33:25,000 4050% now, but it looks maybe stronger than the others in 617 00:33:25,000 --> 00:33:29,400 terms of its Moat this because it's it's maintaining it's it's 618 00:33:30,680 --> 00:33:34,200 it's level of of my share, right. 619 00:33:34,200 --> 00:33:36,520 I got, I got to run boys great. See you, brother. 620 00:33:36,880 --> 00:33:38,600 See you. Yeah. 621 00:33:38,600 --> 00:33:42,200 I mean, it'll be interesting to see where this all takes us. 622 00:33:42,200 --> 00:33:43,920 Let's let's talk about the Wintermute stuff tomorrow 623 00:33:43,920 --> 00:33:46,240 because I won't go into it with Mando, but damn, they're getting 624 00:33:46,240 --> 00:33:48,640 a lot of heat. Not that they give a shit. 625 00:33:49,600 --> 00:33:51,520 I think Wintermute is going to clear like over a billion 626 00:33:51,520 --> 00:33:54,080 dollars this cycle anyway, So I think they'll be fine. 627 00:33:56,800 --> 00:34:00,200 I think they'll be. They'll be very fine here. 628 00:34:00,200 --> 00:34:02,280 Tyler. Tyler. 629 00:34:02,280 --> 00:34:02,960 Tyler. Tyler. 630 00:34:02,960 --> 00:34:06,640 What else did you have for us this week? 631 00:34:07,240 --> 00:34:09,159 When we can get into anime? If you a. 632 00:34:10,440 --> 00:34:12,040 Few other impacts of that announcement. 633 00:34:12,040 --> 00:34:15,800 So we got the anime tokenomics announcement last night. 634 00:34:16,239 --> 00:34:17,760 A bit of a surprise. We knew it was coming, we didn't 635 00:34:17,760 --> 00:34:19,920 know when. So they basically announced that 636 00:34:19,920 --> 00:34:23,480 anime is a culture coin, which means it's not going to be a 637 00:34:23,480 --> 00:34:26,600 utility coin, more like the Pingu style meme coin. 638 00:34:28,800 --> 00:34:34,320 We move 1 billion in supply. 50.5% of the token supply is 639 00:34:34,320 --> 00:34:37,560 going to the community. Of that, 37 1/2 percent to the 640 00:34:37,560 --> 00:34:41,120 Uzukis, 13% to community cultivation. 641 00:34:41,639 --> 00:34:44,800 Looks like the company's getting 7.4, team and advisors are 642 00:34:44,800 --> 00:34:50,120 getting 15.6 and then partner communities are getting 2%. 643 00:34:50,120 --> 00:34:53,360 What's interesting about the partners here is that includes 644 00:34:53,560 --> 00:34:58,800 Hyperliquid Stakers, Kaido Yappers, Arbitrum communities, 645 00:34:58,800 --> 00:35:00,320 and a few other anime communities. 646 00:35:00,320 --> 00:35:04,080 This is going to be on Arbitrum and ETH as as I understand it. 647 00:35:04,080 --> 00:35:07,240 I don't fully understand exactly what that means, so perhaps 648 00:35:07,240 --> 00:35:11,720 we'll learn more as we get a little bit closer. 77% of the 649 00:35:11,720 --> 00:35:14,920 tokens are unlocked Unlocked at launch. 650 00:35:15,160 --> 00:35:18,480 The team's tokens effectively have a one year Cliff and a 651 00:35:18,480 --> 00:35:21,920 linear vest from years one through 3. 652 00:35:22,960 --> 00:35:24,880 And that's a quick rundown of the tokenomics. 653 00:35:25,080 --> 00:35:28,680 Of course the NFT started running on the back of this. 654 00:35:28,680 --> 00:35:32,280 We saw Azuki's get over 14. The elementals got to two ETH or 655 00:35:32,280 --> 00:35:34,360 so. They they both got hit a little 656 00:35:34,360 --> 00:35:36,320 bit in the broader market pull back. 657 00:35:37,000 --> 00:35:40,040 So I'll be curious where they go, you know, with the market 658 00:35:40,040 --> 00:35:43,440 perhaps stabilizing a little bit, perhaps once we have the 659 00:35:43,440 --> 00:35:47,200 actual timing announcement there, there might be another 660 00:35:47,200 --> 00:35:49,960 pump there. We will certainly, certainly 661 00:35:49,960 --> 00:35:53,720 see, but I think it was a good announcement. 662 00:35:53,720 --> 00:35:55,840 It it was very clean. It's very easy to understand. 663 00:35:55,840 --> 00:35:58,440 OK, the total supply is 10 billion rather so it there is 664 00:35:59,080 --> 00:36:04,120 so, so, so good unit bias. So it's going to be a decimal in 665 00:36:04,120 --> 00:36:07,800 your pump coins. I've I've already seen folks 666 00:36:07,800 --> 00:36:10,240 calling for one to two billion price targets. 667 00:36:10,880 --> 00:36:13,840 That's up there. I mean, it says Mango's at what 668 00:36:14,520 --> 00:36:15,880 I know. I mean the I know the market's 669 00:36:15,880 --> 00:36:20,440 down, but Penguins 2.6 billion. So that's FTV. 670 00:36:20,440 --> 00:36:25,240 Right market cap is 186 yeah impressed when the when the 671 00:36:25,240 --> 00:36:28,080 market rallies, this is going to really rally. 672 00:36:28,360 --> 00:36:29,840 But anyways, let's go back to anime though. 673 00:36:30,120 --> 00:36:31,800 Point being. I was going to say presser. 674 00:36:31,800 --> 00:36:33,560 So I was what are what are our pressers like? 675 00:36:33,720 --> 00:36:35,080 Do we feel like it's half a pingo? 676 00:36:35,720 --> 00:36:38,480 I'm not going to be like a a pingo maxi or what not. 677 00:36:38,480 --> 00:36:39,840 I'm just. You know, I think the 678 00:36:39,880 --> 00:36:42,440 conversation be was having on your on your comments. 679 00:36:42,600 --> 00:36:44,400 Remember I was going back and forth Beanie last night a little 680 00:36:44,400 --> 00:36:48,840 bit. Yeah, I'm talking from someone 681 00:36:48,840 --> 00:36:50,720 who doesn't really have a skin in the game, right. 682 00:36:51,760 --> 00:36:56,120 So a billion is very doable and a bull Raging Bull, like golden 683 00:36:56,120 --> 00:36:58,640 bull, like, you know, things go up like so long as like ETH, 684 00:36:58,640 --> 00:37:00,600 everything's raging higher. Like of course you're tearing 685 00:37:00,600 --> 00:37:04,120 above 2 bill for sure, for sure. I mean Suzuki has like arguably 686 00:37:04,120 --> 00:37:06,800 the biggest community in Asia alongside Penguins. 687 00:37:06,800 --> 00:37:09,080 Wow, that's why I was going back and forth with being on timeline 688 00:37:09,080 --> 00:37:12,120 last night. Just Penguins since have bigger 689 00:37:12,120 --> 00:37:13,920 proliferation. But I wouldn't I wouldn't 690 00:37:13,920 --> 00:37:16,880 discount what what a Zuki has built in the in the East. 691 00:37:17,400 --> 00:37:21,080 They have a big treasury money, they can pay for a lot of 692 00:37:21,080 --> 00:37:24,280 activations, a lot of things. There's a whole hyper liquid 693 00:37:24,280 --> 00:37:29,920 thing to it, so yeah. I think a lot depends, like what 694 00:37:30,840 --> 00:37:34,200 what is going to come next? So a part of what's happening 695 00:37:34,280 --> 00:37:36,640 with Pingu and the pudgy Penguin NFT, he's like, let's just be 696 00:37:36,640 --> 00:37:38,560 honest. It's because abstract is also 697 00:37:38,560 --> 00:37:41,320 coming up, right? There's another big thing 698 00:37:41,320 --> 00:37:46,080 happening in this ecosystem. What is going to be that for 699 00:37:46,080 --> 00:37:48,880 anime and Azuki? Like what? 700 00:37:48,880 --> 00:37:54,000 Why will folks want to hold on to this more so than just like 701 00:37:54,000 --> 00:37:55,960 pure faith? You, you've got your whales and 702 00:37:55,960 --> 00:37:57,920 your Max's, you're probably just going to hold right. 703 00:37:58,280 --> 00:38:00,600 But for your marginal buyer, like why are why are they going 704 00:38:00,600 --> 00:38:05,080 to come in and buy this and want to hold it for an extended 705 00:38:05,080 --> 00:38:06,360 period of time? So I think that's and that's 706 00:38:06,360 --> 00:38:08,720 always the question with these. I think that is perhaps a little 707 00:38:08,720 --> 00:38:13,000 bit of a bigger question right now for anime then it it may 708 00:38:13,000 --> 00:38:16,880 have been for Pingu, but you know, we we know how these 709 00:38:16,880 --> 00:38:19,000 things work. If it comes out and it starts 710 00:38:19,000 --> 00:38:21,960 doing well, you know, FOMO kicks in and people want to ape. 711 00:38:22,000 --> 00:38:24,560 It's certainly one of the top brands. 712 00:38:24,560 --> 00:38:27,560 Everyone knows them is very familiar established team. 713 00:38:27,560 --> 00:38:32,240 So it's going to be big. I think the other thing the the 714 00:38:32,320 --> 00:38:36,520 to unpack here is hype. Hype stakers are getting 715 00:38:36,520 --> 00:38:40,000 rewarded and so are the Kaido yappers. 716 00:38:40,480 --> 00:38:45,560 And I think those are two the one, one of the complaints 717 00:38:45,560 --> 00:38:48,600 against hype staking is that the APY isn't really that big. 718 00:38:49,240 --> 00:38:54,800 It's like two 2 1/2 percent. But now we've got our first 719 00:38:55,280 --> 00:38:58,480 external community doing an AirDrop for hype stakers. 720 00:38:59,280 --> 00:39:03,960 So I do believe we will see a large influx and hype staking 721 00:39:04,680 --> 00:39:06,840 tied to this. And we we went through this with 722 00:39:06,840 --> 00:39:09,960 Tia and dime a little bit, but I think there's AI wouldn't really 723 00:39:09,960 --> 00:39:13,080 compare hype to those. I think it's a bit stronger 724 00:39:13,880 --> 00:39:16,280 founders, you know, going on about their, their actual 725 00:39:16,280 --> 00:39:18,360 metrics, you know, their, the income they're, they're 726 00:39:18,360 --> 00:39:20,560 generating on a daily and annual basis. 727 00:39:21,120 --> 00:39:23,080 So I think Hypa is pretty strong. 728 00:39:23,600 --> 00:39:26,720 And if that ecosystem starts getting targeted for air drops, 729 00:39:27,200 --> 00:39:32,080 I think that's going to be a pretty solid stimulus for them. 730 00:39:32,080 --> 00:39:36,000 And then Kaido, which has been increasing their mind share and 731 00:39:36,000 --> 00:39:38,400 reach saw the NFTS go to 7 eighths. 732 00:39:38,400 --> 00:39:41,840 We talked about them on Friday. Now the Kaido yappers, so the 733 00:39:41,840 --> 00:39:44,520 people who are kind of on their leaderboard are going to get 734 00:39:44,520 --> 00:39:49,280 rewarded with this tokens. It's another it's another good 735 00:39:49,280 --> 00:39:51,800 incentive to start using Kaido and being paying attention to 736 00:39:51,800 --> 00:39:54,680 your yapping, right? And that's a big feedback loop 737 00:39:55,200 --> 00:39:57,640 for them. So I think Kaido, I don't hyper 738 00:39:57,640 --> 00:40:00,600 both winners from this. I'd say Kaido more than hype. 739 00:40:02,120 --> 00:40:04,840 It's like hype is already so big, but Kaido is still the 740 00:40:04,840 --> 00:40:07,160 newer product. You know, people are still kind 741 00:40:07,160 --> 00:40:09,480 of coming around to it. This was big. 742 00:40:10,480 --> 00:40:14,160 Interesting Yeah, this is good. I like this. 743 00:40:14,680 --> 00:40:16,480 I like this approach. I mean that about the ticker 744 00:40:16,480 --> 00:40:21,280 anime a while ago. So that's that was interesting 745 00:40:21,280 --> 00:40:25,080 to see figured it was for them. So love to say I have some yap 746 00:40:25,080 --> 00:40:26,160 points. What's up with that? 747 00:40:26,160 --> 00:40:28,440 How does this work? Like am I supposed to? 748 00:40:30,000 --> 00:40:32,360 So I hadn't really dug in. I kind of just do my own thing. 749 00:40:32,360 --> 00:40:34,480 I just tweet in reply when I feel impressed. 750 00:40:34,480 --> 00:40:38,800 But I think the way the system works is there are topics and 751 00:40:38,800 --> 00:40:42,840 within a crypto Twitter, there are subtopics and you get points 752 00:40:43,280 --> 00:40:47,160 for having conversations regarding those topics. 753 00:40:47,200 --> 00:40:52,400 So there's like AD 5 is trending and you are a reply guy or 754 00:40:52,400 --> 00:40:55,600 you're posting and replying. You know, within that sub sector 755 00:40:55,600 --> 00:40:57,840 you are going to earn more points. 756 00:40:58,040 --> 00:41:00,800 Like, you don't just get points for having a viral tweet about 757 00:41:00,800 --> 00:41:02,280 sports, OK? I see. 758 00:41:02,680 --> 00:41:05,680 Yeah, I'm. I'm 6th with the most amount of 759 00:41:05,680 --> 00:41:08,880 smart followers. If you follow me, you're smart, 760 00:41:08,880 --> 00:41:11,240 you're genius, you're bull, you're beautiful. 761 00:41:13,240 --> 00:41:15,360 See that? That's based on smart followers. 762 00:41:15,360 --> 00:41:16,760 It's not bad, right? Look at that. 763 00:41:17,840 --> 00:41:21,040 Look at that. They have 123456. 764 00:41:21,040 --> 00:41:22,920 You know, 7 even better. Lucky 7. 765 00:41:23,520 --> 00:41:29,040 Lucky 7/7 is better than 6 look at that OK, so that's 766 00:41:29,040 --> 00:41:31,560 interesting because that's my dashboard right I just don't 767 00:41:31,560 --> 00:41:36,120 know what to do what to look at anything I just be OK it's 768 00:41:36,120 --> 00:41:38,080 interesting I. Mean if if you want to earn yap 769 00:41:38,080 --> 00:41:41,480 points, you just you need to engage in conversations on X. 770 00:41:41,560 --> 00:41:43,840 So like you, you earned some yaps. 771 00:41:44,680 --> 00:41:46,360 Yeah, like you've got some yaps on there part. 772 00:41:46,440 --> 00:41:47,680 Awesome. You probably earned some of that 773 00:41:47,960 --> 00:41:51,400 your conversation with Beanie. So you got to go back. 774 00:41:51,480 --> 00:41:54,720 Yeah, See, I yeah, I can only use so much right now, but I 775 00:41:54,720 --> 00:41:58,400 wish I would love to go back and forth with them efforts on the 776 00:41:58,400 --> 00:42:00,400 timeline. Oh yeah. 777 00:42:00,800 --> 00:42:03,400 The problem is like people who are busy, right? 778 00:42:03,400 --> 00:42:07,040 You're not going to spend it all day, just like arguing and going 779 00:42:07,040 --> 00:42:08,960 back and forth on Twitter. This is perfect. 780 00:42:08,960 --> 00:42:11,840 This is made for Beanie. Beanie is behind Kaido for sure. 781 00:42:12,720 --> 00:42:15,480 Beanie loves. They were back and forth on the 782 00:42:15,480 --> 00:42:18,800 timeline with them efforts. He's in a he's in a God tiered 783 00:42:18,800 --> 00:42:23,440 troll like people. The other news, I know you 784 00:42:23,440 --> 00:42:25,360 didn't cover it because you couldn't because it came out 785 00:42:25,360 --> 00:42:26,880 during the show, but I think it's pretty big. 786 00:42:27,720 --> 00:42:31,360 Tether has announced the entire Tether group is going to be 787 00:42:31,360 --> 00:42:35,160 relocating and will now be aged to in El Salvador. 788 00:42:35,520 --> 00:42:38,400 Wild. Tether will relocate to El 789 00:42:38,400 --> 00:42:41,280 Salvador after securing DASP license. 790 00:42:42,360 --> 00:42:44,280 Wow, is Tether pumping on the news? 791 00:42:44,280 --> 00:42:47,280 Let's let's. Tethered to $5 dude. 792 00:42:47,560 --> 00:42:51,920 USDT to $5 baby actually. Back to the fourth this year. 793 00:42:52,400 --> 00:42:57,480 Hold on, this is that is so good. 794 00:42:58,760 --> 00:43:01,120 Then we'll get the USDTNFTS, tweeted a few. 795 00:43:01,240 --> 00:43:06,440 Hours USDTNFTS. Yeah, they're dude. 796 00:43:06,440 --> 00:43:10,680 Like honestly, El Salvador, this guy's on it, man. 797 00:43:11,120 --> 00:43:13,600 Naib, It's funny, I was talking at a team this morning saying 798 00:43:13,600 --> 00:43:15,320 that I really want to do one-on-one with him. 799 00:43:15,640 --> 00:43:17,840 Like I would fly down to El Salvador and do a whole thing 800 00:43:17,840 --> 00:43:20,560 like we did with Trump with Naib Kelly. 801 00:43:20,560 --> 00:43:23,280 That would be fine. I think a lot of people don't 802 00:43:23,280 --> 00:43:25,240 know a whole lot about him, like especially folks who are like 803 00:43:25,240 --> 00:43:29,240 kind of newer or haven't haven't dug as deep like they are what 804 00:43:29,240 --> 00:43:31,280 one of the most profitable businesses in the world like per 805 00:43:31,480 --> 00:43:33,680 per person, arguably like WS affordable. 806 00:43:34,320 --> 00:43:36,120 Yeah, Tether Paolo interview would be insane. 807 00:43:36,160 --> 00:43:37,520 Yeah, they are. They are the most profitable 808 00:43:37,520 --> 00:43:39,400 business, right? Something like that. 809 00:43:40,320 --> 00:43:44,440 It's insane. It's insane that they have that 810 00:43:44,440 --> 00:43:45,680 they have all this stuff. All right. 811 00:43:45,680 --> 00:43:50,440 Well, look, is there anything that we didn't touch on that's 812 00:43:50,800 --> 00:43:53,600 important? I think we went around the horn 813 00:43:53,600 --> 00:43:55,000 pretty well. If you want to end the show on a 814 00:43:55,000 --> 00:43:57,600 lighter note, maybe we pull up the Hollow Zone. 815 00:43:57,680 --> 00:44:00,480 Andrew Tate. It might be a little too graphic 816 00:44:00,480 --> 00:44:02,960 for the show is. It there's like. 817 00:44:03,400 --> 00:44:07,640 Mums and stuff or do you? Like N word type shit or is it 818 00:44:07,640 --> 00:44:09,040 like? No, no, no. 819 00:44:09,040 --> 00:44:12,000 Just the F word. That's all right, but I can't 820 00:44:12,000 --> 00:44:14,880 find the video. Let me see if I can find it. 821 00:44:15,920 --> 00:44:22,000 So what this is a what is it? Like AAI just speaks back at you 822 00:44:22,000 --> 00:44:24,920 or some shit. Yeah. 823 00:44:24,920 --> 00:44:28,480 So like the the Hollow zone, they're creating these new new 824 00:44:28,480 --> 00:44:32,520 tech for AI agents and they've got these hollow versions of. 825 00:44:32,680 --> 00:44:34,040 What the fuck are you talking about? 826 00:44:36,520 --> 00:44:38,280 Let's end up showing this definitely. 827 00:44:39,160 --> 00:44:40,520 Oh, it wasn't, but that's pretty. 828 00:44:40,520 --> 00:44:42,720 That's pretty based. But I'd like I'd like the 829 00:44:42,720 --> 00:44:43,720 hologram I had. A clip of it. 830 00:44:43,920 --> 00:44:46,400 It was so funny. What the fuck are you talking 831 00:44:46,400 --> 00:44:48,200 about mate? You're calling me up and you're 832 00:44:48,200 --> 00:44:50,960 spewing some fucking nonsense about pre basin holograms. 833 00:44:50,960 --> 00:44:53,320 Get to the fucking point. What do you want to talk about? 834 00:44:53,320 --> 00:44:55,000 You want to? The point is you're the worst 835 00:44:55,000 --> 00:44:57,320 person ever, Andrew Tate. You made jokes on the Internet, 836 00:44:57,320 --> 00:44:59,680 you said women can't drive and you're a human trafficker. 837 00:44:59,680 --> 00:45:01,480 We all know you're a human trafficker and that's why you're 838 00:45:01,480 --> 00:45:03,080 trapped in Romania. I want you to fucking admit it 839 00:45:03,080 --> 00:45:04,560 and stop lying to everybody at home. 840 00:45:06,400 --> 00:45:08,160 You think you can come at me with that weak shit? 841 00:45:08,240 --> 00:45:10,560 Fuck off, you fucking idiot. I'm a fucking millionaire. 842 00:45:10,560 --> 00:45:12,280 I'm a fucking champion kickboxer. 843 00:45:12,280 --> 00:45:14,680 I'm a fucking What's the point in being a millionaire if you're 844 00:45:14,680 --> 00:45:16,600 locked in jail for human trafficking? 845 00:45:16,880 --> 00:45:19,960 So stop fucking bragging. Admit what you've done, own up 846 00:45:19,960 --> 00:45:22,640 to your crimes, and perhaps you'll be comically retributed 847 00:45:22,840 --> 00:45:25,240 by the universe if you finally admit once and for all that 848 00:45:25,240 --> 00:45:27,400 you're a piece of shit human trafficker. 849 00:45:29,360 --> 00:45:31,960 Are you fucking kidding me? You think you can lecture me on 850 00:45:31,960 --> 00:45:34,080 morality, you pathetic piece of shit? 851 00:45:34,120 --> 00:45:36,600 I'm a fucking visionary. I'm a fucking trailblazer. 852 00:45:36,600 --> 00:45:38,200 I'm a fucking master of the universe. 853 00:45:38,440 --> 00:45:39,640 You're. Just a fucking nobody. 854 00:45:39,640 --> 00:45:44,720 A fucking insect. God damn. 855 00:45:45,920 --> 00:45:50,240 These are clearly playing into it, but I mean, it's good tech, 856 00:45:51,000 --> 00:45:57,840 like to be able to like live respond like that to like that's 857 00:45:57,840 --> 00:46:00,840 more complex than just like a Twitter reply bot. 858 00:46:00,920 --> 00:46:03,840 And like we know like most of these reply bots are just God 859 00:46:03,840 --> 00:46:06,080 awful, right? Like the things they say are 860 00:46:06,080 --> 00:46:09,560 just cringy or stupid. Oh my God, that's. 861 00:46:10,640 --> 00:46:15,400 Kind of good dude. Market like that sent Hollow to 862 00:46:15,400 --> 00:46:19,280 35,000,000 like it was a victim of this pullback this morning as 863 00:46:19,280 --> 00:46:22,880 well. Look out for those hollow 864 00:46:22,880 --> 00:46:24,440 agents. Maybe I'll get one. 865 00:46:24,440 --> 00:46:32,080 I'd love to have hollow tie. Yeah, honestly, why not super 866 00:46:32,080 --> 00:46:34,640 down for that as well. All right, well, look, looks 867 00:46:34,640 --> 00:46:39,600 like we went around the horn. Yeah, it could change podcast 868 00:46:39,600 --> 00:46:40,520 world. Yeah, I mean, it's true. 869 00:46:40,520 --> 00:46:43,240 Like, aside from all the fucking fuck, fuck, fuck, like, shit, 870 00:46:43,240 --> 00:46:45,720 like, that's crazy stuff. But like, you know, there's 871 00:46:45,720 --> 00:46:47,600 definitely more use to that for sure. 872 00:46:48,320 --> 00:46:54,320 So there's definitely a lot that we can do with with this hollow 873 00:46:54,320 --> 00:46:55,560 stuff. I think it's pretty cool. 874 00:46:55,560 --> 00:46:57,640 It would be fun to have like imagine you would just have like 875 00:46:57,640 --> 00:47:02,400 a like a like a Co host that just like, I don't know, just 876 00:47:02,400 --> 00:47:05,400 like it's just there like confirm stats. 877 00:47:05,400 --> 00:47:07,040 I don't know like confirm like you know? 878 00:47:07,440 --> 00:47:11,680 Like, yeah, like, like holo, I could just read off the news and 879 00:47:11,720 --> 00:47:14,520 then. I could just comment like, hey, 880 00:47:14,520 --> 00:47:17,240 holo, can you please check on this stat, Fact Check this and 881 00:47:17,240 --> 00:47:19,440 we're talking about it. Then it comes back and he's like 882 00:47:19,760 --> 00:47:23,360 fact checks and stuff like that. So I don't know, that could be 883 00:47:23,360 --> 00:47:25,240 pretty fun. Anyways, look, we went around 884 00:47:25,680 --> 00:47:28,400 pretty well. There was one more thing. 885 00:47:29,440 --> 00:47:31,720 There was one more thing, one more thing, one more thing on 886 00:47:31,720 --> 00:47:39,960 the Marriott side, one second. So we got the winners for the 887 00:47:39,960 --> 00:47:46,160 raffle, but where are the names Sims? 888 00:47:46,160 --> 00:47:48,200 I have the winners. There's not there's no names 889 00:47:48,200 --> 00:47:52,560 like you guys the winners. Oh, there is, because we did the 890 00:47:52,560 --> 00:47:59,280 red guy raffle and then we did the little pudgy raffles because 891 00:47:59,280 --> 00:48:04,160 those contests are done. Actually Tyler wrecked and the 892 00:48:06,400 --> 00:48:10,320 Ugg raffle winners. If you click into them you can 893 00:48:10,320 --> 00:48:13,200 see the winner profiles in there each person and that was drawn 894 00:48:13,440 --> 00:48:16,840 so the people are aware that was drawn on chain with chain link. 895 00:48:17,000 --> 00:48:18,640 So it's verifiable and all provable. 896 00:48:18,640 --> 00:48:20,200 But the profiles are in there if you want to. 897 00:48:20,640 --> 00:48:23,960 Click on the winners. Knocked down and then you should 898 00:48:23,960 --> 00:48:25,960 have each profile both on pudgy and on. 899 00:48:26,520 --> 00:48:29,800 Yeah, this right, this shit here. 900 00:48:31,480 --> 00:48:34,840 There you go, you just got. So that was the first one for 901 00:48:34,840 --> 00:48:37,160 wrecked. So then they went to wreck guy 902 00:48:37,160 --> 00:48:41,200 each holy shit. All right so this guy here the 903 00:48:41,200 --> 00:48:43,720 plague PFP. This is your account. 904 00:48:43,720 --> 00:48:45,840 I love how you can just see all the predictions and stuff. 905 00:48:45,840 --> 00:48:49,080 So fun. Anyways Ox like I don't know who 906 00:48:49,080 --> 00:48:50,880 this person is like there's no name tied to their account. 907 00:48:50,880 --> 00:48:53,400 Make sure you put names and PFPS on your accounts y'all, it would 908 00:48:53,400 --> 00:48:55,440 help a lot. You'll definitely know the other 909 00:48:55,480 --> 00:48:58,200 winner. So congratulations, you win a 910 00:48:58,200 --> 00:48:59,680 red guy. Who else? 911 00:48:59,960 --> 00:49:02,280 Oh my God, Griffin. Come on. 912 00:49:03,120 --> 00:49:06,240 This was a it's Griffin's, it's all on chin raffles. 913 00:49:06,240 --> 00:49:08,680 So we run raffles on chain using chain links. 914 00:49:08,680 --> 00:49:11,880 So they won red guys, congratulations. 915 00:49:11,920 --> 00:49:14,560 And then for the pudgy winner, so here see little pudgy, little 916 00:49:14,560 --> 00:49:16,160 pudgy. So let's see 1 little pudgy. 917 00:49:16,160 --> 00:49:22,320 So Austin from Florida looks like they want a little pudgy 918 00:49:23,000 --> 00:49:27,120 and baser. Congratulations as well. 919 00:49:27,840 --> 00:49:29,200 Wow. You've been using the platform. 920 00:49:29,200 --> 00:49:31,320 It's been grinding. It's been grinding. 921 00:49:31,320 --> 00:49:34,120 So looks like you won a little pudgy as well. 922 00:49:34,120 --> 00:49:36,160 So congratulations. Congrats. 923 00:49:36,160 --> 00:49:37,640 Let's see how my predictions are going. 924 00:49:37,640 --> 00:49:41,440 Tyler, while we're at it, I'm not looking green here at my far 925 00:49:41,440 --> 00:49:43,360 coin 2 billion marquee cap before inauguration. 926 00:49:45,160 --> 00:49:47,720 Yeah, I'm, I'm not I'm not looking great on that one. 927 00:49:48,440 --> 00:49:49,760 I'm looking. Pardon. 928 00:49:50,160 --> 00:49:53,880 It's possible. I mean, look, anything could 929 00:49:53,880 --> 00:49:59,000 happen spot listing right before inauguration reversal if we go. 930 00:49:59,200 --> 00:50:04,080 If we get the dream CPI print. Yeah, but I did hedge it with 931 00:50:04,080 --> 00:50:06,960 the fact that Farcon will not get any spot listings before the 932 00:50:06,960 --> 00:50:09,480 inauguration. And I'm cooking hard on that. 933 00:50:09,480 --> 00:50:11,640 So I'm like pretty much making up all the points I'm losing on 934 00:50:11,640 --> 00:50:16,200 the other one. And then I lost pretty much on 935 00:50:16,200 --> 00:50:18,040 Farcon 100K holders by inauguration. 936 00:50:18,120 --> 00:50:20,080 I mean seven more days to rally What? 937 00:50:20,800 --> 00:50:24,000 It's almost a zero. It's rather 130,000 hold sorry 938 00:50:24,360 --> 00:50:28,840 30,000 No, it's oh 30,000 holders man hold it up yeah, 939 00:50:28,840 --> 00:50:31,160 I'll be tough It's only. Like 1000? 940 00:50:31,360 --> 00:50:33,600 Yeah, that's going to be tricky. Yeah, yeah, yeah. 941 00:50:33,600 --> 00:50:35,800 I've been cooking up this one. By the way, I keep betting that 942 00:50:35,800 --> 00:50:38,680 MicroStrategy week after week BlackRock buys more Bitcoin and 943 00:50:38,680 --> 00:50:40,600 MicroStrategy. This one's been a good one for 944 00:50:40,600 --> 00:50:43,920 me because MicroStrategy doesn't don't have a blackout in Jan or 945 00:50:43,920 --> 00:50:46,160 some shit or like they're running out of cash to to buy 946 00:50:46,160 --> 00:50:48,680 raising more. They're supposed to be they They 947 00:50:48,720 --> 00:50:52,040 bought more today. They did, but they buy small now 948 00:50:53,040 --> 00:50:55,800 the amounts get smaller. So I I keep taking that one in 949 00:50:55,800 --> 00:50:57,720 the markets and then let's see what other markets we have. 950 00:50:57,720 --> 00:51:00,840 Then we'll shut down the show. A lot of a lot of markets 951 00:51:00,840 --> 00:51:06,480 around. I bought that one with by dance 952 00:51:07,240 --> 00:51:10,920 and project Liberty, which is what's this other guy, Kevin 953 00:51:10,920 --> 00:51:13,320 O'Leary enter negotiations still been Jan 19th. 954 00:51:13,320 --> 00:51:15,360 I don't believe so. So six days left. 955 00:51:15,360 --> 00:51:18,960 So I took the no on that. There's a bunch of Champions 956 00:51:18,960 --> 00:51:21,760 League ones, there's Elon Musk, how many times he'll tweet 957 00:51:21,760 --> 00:51:23,640 before the inauguration is good. Oh, this one I like. 958 00:51:24,480 --> 00:51:26,680 Well, Mog's market can't be above a billion between before 959 00:51:26,680 --> 00:51:30,520 Trump because MOG is the type of coin that reverses very 960 00:51:30,520 --> 00:51:33,920 aggressively. And so while the whole market's 961 00:51:33,920 --> 00:51:36,800 down now, like you said, we get that CPI like the far coin 962 00:51:36,800 --> 00:51:38,120 thesis, right? Sure. 963 00:51:38,520 --> 00:51:42,800 You get that, but it again, it's also a tough one. 50% move in 964 00:51:42,800 --> 00:51:45,760 MOG yeah, I mean I'm talking for far coin, it would be like a 2X. 965 00:51:45,760 --> 00:51:49,120 So it's. So it's it's tough. 966 00:51:49,160 --> 00:51:51,880 So there's a bunch of fun markets and oh and there is UFC 967 00:51:51,880 --> 00:51:55,040 this weekend, I think so if you guys want to get any disease 968 00:51:55,040 --> 00:51:57,640 markets yeah, I I can't wait for UFC. 969 00:51:57,640 --> 00:52:00,640 It's been a while. So anyways, sign up myriad the 970 00:52:00,640 --> 00:52:05,400 markets things are heating up as abstract is getting closer 971 00:52:05,400 --> 00:52:07,400 launch and there's a bunch of other stuff on there. 972 00:52:07,400 --> 00:52:11,120 All right, look, let's go right up back tomorrow back with the 973 00:52:11,120 --> 00:52:13,440 robot loot box spins tomorrow with that with that, with that, 974 00:52:13,440 --> 00:52:15,360 we'll sell tomorrow morning, 10:00 AM Eastern Standard Time 975 00:52:15,360 --> 00:52:17,400 for the episode of FOMO hour on rock radio. 976 00:52:17,840 --> 00:52:18,240 Let's go.