1 00:00:02,280 --> 00:00:05,080 Oh yeah, he's back, babe. What up? 2 00:00:05,080 --> 00:00:06,120 What up? Good morning. 3 00:00:06,120 --> 00:00:18,760 Good morning, GMG. Wednesday September 11th 2020 4 00:00:24,640 --> 00:00:28,480 look at that another beautiful day to have a beautiful day. 5 00:00:28,760 --> 00:00:33,200 I got my Co host in the house whom I missed very very much, 6 00:00:33,360 --> 00:00:36,160 Tyler Mando. How you guys doing today? 7 00:00:38,040 --> 00:00:40,160 Great man, how are you? Good to have you back. 8 00:00:41,400 --> 00:00:44,720 I feel fucking fantastic bro. I woke up in my own bed. 9 00:00:45,120 --> 00:00:48,760 I'm eating in my own bowl, made my own coffee. 10 00:00:49,160 --> 00:00:52,040 I have my own water bottle. I love my little water bottle. 11 00:00:52,440 --> 00:00:54,400 Worked in my own gym this morning. 12 00:00:54,400 --> 00:00:56,840 We are so back, staying at my own desk with my own mic. 13 00:00:57,080 --> 00:00:58,760 My, my, my. What's up, Tyler? 14 00:01:00,000 --> 00:01:03,520 I'm good also we missed you. So glad to have you back as 15 00:01:03,520 --> 00:01:05,519 well. And hey, I won some bets last 16 00:01:05,560 --> 00:01:08,160 night so we'll. Oh yeah, I think I want, I think 17 00:01:08,160 --> 00:01:11,040 I made money last night. I, I, I think I made good money 18 00:01:11,040 --> 00:01:12,720 last night too. Oh, look good. 19 00:01:13,280 --> 00:01:15,840 I mean, I don't bet with much, but I think I made money last 20 00:01:15,840 --> 00:01:20,120 night as well because my biggest bet was, oh, yeah, don't look at 21 00:01:20,160 --> 00:01:22,240 it like 100 and something percent return. 22 00:01:22,400 --> 00:01:23,960 That's not that bad. We'll talk about it, I'm sure. 23 00:01:25,720 --> 00:01:26,720 I mean, it was a handshake for me. 24 00:01:26,720 --> 00:01:30,240 And I mean, like I went bigger. I I I put half of my, my, the, 25 00:01:30,240 --> 00:01:31,680 my, whatever money I had in there on the handshake. 26 00:01:31,680 --> 00:01:34,040 It was the easiest bet ever. As much as people hate each 27 00:01:34,040 --> 00:01:35,960 other, I feel like the handshake is like you have the handshake, 28 00:01:36,000 --> 00:01:36,880 like it's like a thing. Yeah. 29 00:01:36,920 --> 00:01:39,200 I mean like it's, it's important. 30 00:01:39,440 --> 00:01:41,760 The coin flip bet of the debates. 31 00:01:42,200 --> 00:01:45,200 I just read an article that they had stopped shaking hands after 32 00:01:45,200 --> 00:01:48,320 2016. I did more COVID. 33 00:01:48,360 --> 00:01:52,000 It was likely COVID influenced I I bet no. 34 00:01:52,040 --> 00:01:55,800 So I was I was in sham. Yeah, you got fucked out of that 35 00:01:55,800 --> 00:01:57,960 one. I saw I saw KBM also and deep, 36 00:01:58,000 --> 00:02:02,640 deep on on on no handshake. So but yeah, you know, you know, 37 00:02:02,680 --> 00:02:05,640 shaking hands is is in again. You know, we're we're 2024 now. 38 00:02:05,640 --> 00:02:07,400 We can shake hands after 20/20/20. 39 00:02:07,400 --> 00:02:08,639 I think that's when it started again. 40 00:02:08,800 --> 00:02:12,440 So anyways, today under the show today, today, what do we got? 41 00:02:12,440 --> 00:02:14,480 What do you got? Bandos market report as usual, 42 00:02:15,000 --> 00:02:17,160 Amanda, we're going to need to know if it was it was all a 43 00:02:17,160 --> 00:02:19,640 dream the last couple days or if we're we're going back to zero. 44 00:02:19,640 --> 00:02:21,720 I'm back looking at the charts all day long. 45 00:02:21,720 --> 00:02:24,920 You know, the vibes, letting price action dictate my mood. 46 00:02:25,120 --> 00:02:28,600 You'd love to see it. And I mean, that's what it means 47 00:02:28,600 --> 00:02:32,240 to be back at your desk, right? And then we're going to get to 48 00:02:32,240 --> 00:02:34,960 Tyler's top 100. I mean, September, it's shit's 49 00:02:34,960 --> 00:02:37,320 getting busy. So I'm sure you got a lot to 50 00:02:37,320 --> 00:02:40,600 talk about. We have a partner today on the 51 00:02:40,600 --> 00:02:44,040 show today, Troy Murray is coming to talk about what, what 52 00:02:44,040 --> 00:02:47,520 they're building with slap daps or DAP, slap, DAP, slap right? 53 00:02:48,240 --> 00:02:50,400 And then so they'll be coming on later. 54 00:02:50,600 --> 00:02:53,720 And then last but not least, we also have robot spins because 55 00:02:53,720 --> 00:02:55,360 we, I know we pushed some of last week. 56 00:02:55,360 --> 00:02:58,320 So here's the deal. We're doing 6 for the rest of 57 00:02:58,320 --> 00:03:00,800 the week. So 2 today, two on Thursday, 58 00:03:01,080 --> 00:03:03,440 2:00 on Friday. And this is not Bernie doing the 59 00:03:03,440 --> 00:03:06,200 spins the, the, the boxes. I'm back in control. 60 00:03:06,200 --> 00:03:07,720 Which means it's not a full of red guys. 61 00:03:08,000 --> 00:03:10,520 OK, punks. There's apes, there's red guys. 62 00:03:11,600 --> 00:03:13,240 We had the board ape. We had the board ape under 63 00:03:13,240 --> 00:03:15,320 Bernie's watch. But it was funny, like I, I went 64 00:03:15,320 --> 00:03:17,400 on the, I went on the box this morning, guys. 65 00:03:17,440 --> 00:03:19,560 It was just red guys. And I was like, oh, you can tell 66 00:03:19,560 --> 00:03:24,400 Bernie was in control of the blue box band, so I'm back in 67 00:03:24,400 --> 00:03:26,280 control of it. And we have a lot of different 68 00:03:26,280 --> 00:03:29,120 collections alongside some pretty fire red guys too. 69 00:03:29,640 --> 00:03:32,160 So we have a little bit of everything, which is good. 70 00:03:32,160 --> 00:03:34,320 And last but not least, this show is powered. 71 00:03:34,640 --> 00:03:37,160 I'm being told that we have a show Bernie loves to see. 72 00:03:37,160 --> 00:03:40,120 That show is partnered with Galaxies. 73 00:03:40,360 --> 00:03:42,640 Love Galaxies. And no code Web 3 platform 74 00:03:42,640 --> 00:03:44,760 empowers creators. Oh yeah, right now, right away 75 00:03:44,960 --> 00:03:46,840 and communities to become owners. 76 00:03:46,840 --> 00:03:53,680 Check out Galaxies XYZ on XA lot of XS Galaxies XYZ on X. 77 00:03:53,680 --> 00:03:56,400 But anyways, anyways, anyways, Oh yeah, I can't wait to hit 78 00:03:56,400 --> 00:03:57,040 that button. Hold on. 79 00:03:57,040 --> 00:03:59,560 Without further ado, let's get right into it. 80 00:04:04,040 --> 00:04:06,760 Who is the man? That called Daddy of the land. 81 00:04:10,360 --> 00:04:14,000 Can you dig it? GM everyone so. 82 00:04:14,360 --> 00:04:17,399 We were kind of. I would say about two to 3% 83 00:04:17,399 --> 00:04:19,560 higher across the board when we're doing the show this time 84 00:04:19,640 --> 00:04:25,120 yesterday Bitcoin was at 57 K, it's now at 56 K Salon I think 85 00:04:25,120 --> 00:04:28,640 was at like 135. It's now at 1:30 and ETH was at 86 00:04:29,040 --> 00:04:33,680 2350 is now at 2300. So kind of down to 3% across the 87 00:04:33,680 --> 00:04:35,240 board. All coins are slightly 88 00:04:35,240 --> 00:04:39,520 underperforming. I think that was mainly because 89 00:04:40,160 --> 00:04:45,000 the the the polls or at least the prediction markets are now 90 00:04:45,000 --> 00:04:47,760 having it back to 5050. Which? 91 00:04:49,240 --> 00:04:51,840 Most people would interpret would be a less favorable 92 00:04:51,840 --> 00:04:57,920 outcome for for Bitcoin. We also had a some CPI dates 93 00:04:57,920 --> 00:05:00,800 today which was kind of mixed. It was the lowest inflation 94 00:05:00,800 --> 00:05:05,320 figure for over three years. That being said, some of the 95 00:05:05,440 --> 00:05:07,320 real wage inflation was slightly higher. 96 00:05:07,800 --> 00:05:13,160 I think this now puts a 25 bit cut as the easily the most 97 00:05:13,160 --> 00:05:16,960 likely now, but I do still think they'll be dovish when they do 98 00:05:16,960 --> 00:05:19,160 that cut. You also have the ECB next week. 99 00:05:19,160 --> 00:05:21,400 So you're going to have probably the two major central banks of 100 00:05:21,400 --> 00:05:25,200 the world cutting rates. There was some continued 101 00:05:25,200 --> 00:05:28,000 strength in the yen. The yen is hitting kind of five 102 00:05:28,000 --> 00:05:29,720 week highs. It's it's almost hitting where 103 00:05:29,720 --> 00:05:31,080 it was at the start of the year again. 104 00:05:31,600 --> 00:05:34,280 So there's also been a little bit of worry about the the the 105 00:05:34,280 --> 00:05:38,080 carry trade unwind. I, I'm worried about that, but 106 00:05:38,080 --> 00:05:43,000 not like crazy worried about it. I think when it initially 107 00:05:43,000 --> 00:05:46,160 happened, you had a blow out in, in a bunch of different things. 108 00:05:46,160 --> 00:05:49,720 And because crypto was the only thing open on a weekend, it got 109 00:05:49,720 --> 00:05:52,120 smashed up. I don't know if the carry trade 110 00:05:52,120 --> 00:05:56,000 is really terrible for, for Bitcoin while markets are open 111 00:05:56,000 --> 00:05:57,560 at least. So we'll see. 112 00:05:57,560 --> 00:05:59,880 We'll see what happens there. But yeah, some of the macro 113 00:05:59,880 --> 00:06:02,520 things are looking a little bit weaker today and that's kind of 114 00:06:02,520 --> 00:06:04,760 dragging us a bit lower. We've, we've gone lower. 115 00:06:04,760 --> 00:06:07,560 As soon as stocks open, really the Dow I think is opened up, 116 00:06:08,520 --> 00:06:12,960 open down around 400 points. So more uncertainty. 117 00:06:12,960 --> 00:06:18,080 I think after that debate, I think the 5050 odds really just 118 00:06:18,080 --> 00:06:20,680 mean it's it's very hard to predict what happened next. 119 00:06:20,680 --> 00:06:22,680 And some people just decide that they don't want to play that 120 00:06:22,680 --> 00:06:26,520 game and they sell and and wait until it's more clear after the 121 00:06:26,520 --> 00:06:29,200 election. So I think that's kind of kind 122 00:06:29,200 --> 00:06:32,080 of where we're at. Bitcoins, it's important here. 123 00:06:32,080 --> 00:06:35,520 Like it looked like it hit, you know, a high low. 124 00:06:36,240 --> 00:06:38,520 We may have a retest here to see if it, it really did. 125 00:06:38,560 --> 00:06:42,320 And then it'll be important to see where it kind of goes from 126 00:06:42,320 --> 00:06:46,600 there. I I'm all DCA in so I'm happy 127 00:06:46,600 --> 00:06:48,080 with this. Oh, right, right. 128 00:06:48,080 --> 00:06:49,560 It's true. You don't want it to RIP now. 129 00:06:49,600 --> 00:06:50,880 You don't want us to win anymore. 130 00:06:51,200 --> 00:06:56,840 For the next 30 days at least. As I said, I think we've got a 131 00:06:56,840 --> 00:06:58,920 little bit of a window here. Yeah. 132 00:06:59,360 --> 00:07:02,360 Election next month, sorry in two months. 133 00:07:03,200 --> 00:07:04,880 But I do think it will probably rally. 134 00:07:06,720 --> 00:07:11,680 So I think kind of a well flagged September volatility, 135 00:07:12,520 --> 00:07:14,840 we've dipped. We haven't dipped as badly as 136 00:07:14,840 --> 00:07:16,680 stocks have dipped in my opinion. 137 00:07:16,960 --> 00:07:20,640 And I think the next big data point here will be the Fed next 138 00:07:20,640 --> 00:07:24,640 week or the ECB next week, I think, but not nothing anymore. 139 00:07:24,640 --> 00:07:28,360 Again this week on that side, there hasn't been much going on 140 00:07:28,360 --> 00:07:33,080 in in in L ones apart from the Ethereum foundation again has 141 00:07:33,080 --> 00:07:36,720 been coming out and selling E7. Not a huge amount, but it's like 142 00:07:37,520 --> 00:07:41,960 getting people annoyed. Solana hit a all time high for 143 00:07:42,160 --> 00:07:46,320 daily active users yesterday. It's an all time high across any 144 00:07:46,320 --> 00:07:49,720 bot chain ever. So Solana users are really 145 00:07:49,720 --> 00:07:51,720 picking up at the break point. Merck came out. 146 00:07:51,960 --> 00:07:53,480 Yes, it was over with. Sean. 147 00:07:53,520 --> 00:07:56,640 What happened to that? Yeah, well, I don't know if it's 148 00:07:56,640 --> 00:07:58,440 coming from meme coins. I'm still a little bit unclear 149 00:07:58,440 --> 00:08:03,280 where it's coming from, but the that looks like Mert said 150 00:08:03,280 --> 00:08:06,880 there's going to be 5 major announcements this month for 151 00:08:06,880 --> 00:08:09,680 Solana. So expect to see quite a lot of 152 00:08:09,680 --> 00:08:10,920 stuff over the next couple of weeks. 153 00:08:11,200 --> 00:08:14,600 Obviously Token is next week and Solana break point, so expect to 154 00:08:14,600 --> 00:08:15,840 see a bunch of different things around that. 155 00:08:15,840 --> 00:08:18,600 But he, he said five major announcements this month. 156 00:08:18,840 --> 00:08:22,400 So yeah, hopefully that. Leads Jakey also, right. 157 00:08:22,440 --> 00:08:24,360 Jakey's working with Solana Foundation clearly on like 158 00:08:24,360 --> 00:08:26,560 content and stuff like that, saying that Solana teams are are 159 00:08:26,560 --> 00:08:29,280 shipping and stuff like that. I mean, there's always a break 160 00:08:29,280 --> 00:08:32,200 point pump like historically, like there's always big point 161 00:08:32,200 --> 00:08:33,280 pump. Now what happens after? 162 00:08:33,280 --> 00:08:34,960 We'll see if it's sell the news or not, given that we're 163 00:08:34,960 --> 00:08:37,600 September and historically September is probably pretty bad 164 00:08:37,600 --> 00:08:41,200 right before October. But you know, we'll we'll see 165 00:08:41,200 --> 00:08:43,600 where that comes from. But dude, like, you know, the 166 00:08:43,600 --> 00:08:47,680 speculation was what, like Fire dancer and then, you know, a few 167 00:08:47,680 --> 00:08:50,040 other things. Any of the other four I have. 168 00:08:50,200 --> 00:08:52,480 No idea, I've haven't heard anything. 169 00:08:53,200 --> 00:08:57,040 Yeah, So people, people can stay bullish on that. 170 00:08:57,040 --> 00:09:01,200 I think Solana has slightly underperformed today, but 171 00:09:01,400 --> 00:09:03,280 nothing crazy. I I do think it's a little bit 172 00:09:03,280 --> 00:09:05,600 consensus that it's now going to RIP into break point. 173 00:09:06,520 --> 00:09:08,640 So I'm a little bit wary of that. 174 00:09:08,640 --> 00:09:10,720 But at the same time, yeah, I think it's, I think it's in a 175 00:09:11,160 --> 00:09:15,800 it's, it's still in a decent spot and there's less civil war 176 00:09:15,800 --> 00:09:18,120 like it appears to be an ETH at the moment, so. 177 00:09:18,640 --> 00:09:21,120 What's this ETH civil war going on because I obviously missed 178 00:09:21,120 --> 00:09:23,120 it. I know that they're relentlessly 179 00:09:23,120 --> 00:09:24,680 dumping ease. I mean, this morning. 180 00:09:24,960 --> 00:09:30,120 I love this art chick tweet. All right, Vitalik, she goes. 181 00:09:30,120 --> 00:09:32,480 I understand it's charity, but this is tone deaf. 182 00:09:33,120 --> 00:09:36,120 ETH is under attack right now. Worst fight in yours maybe ever. 183 00:09:36,280 --> 00:09:38,920 And you're selling into a down trade undermines the progress of 184 00:09:38,920 --> 00:09:41,840 your supporters on this front. ETH holders are not a Piggy Bank 185 00:09:41,840 --> 00:09:44,160 for your altruism. What are you? 186 00:09:44,160 --> 00:09:46,480 What do we think here? What's going on? 187 00:09:47,680 --> 00:09:52,120 I do, I do think from a public relations standpoint, it's not 188 00:09:52,720 --> 00:09:54,160 it's not the best thing to be doing. 189 00:09:54,160 --> 00:09:57,440 I don't think you should be self shaming like, but there's maybe 190 00:09:57,440 --> 00:10:01,600 just a time and a place, you know, Vitalic, they don't need 191 00:10:01,600 --> 00:10:03,800 these headlines. Just just like everyone should 192 00:10:03,800 --> 00:10:06,360 just say, hey, let's just let's just calm down for six months. 193 00:10:06,640 --> 00:10:11,040 Like every single thing we are doing is getting has got a lot 194 00:10:11,040 --> 00:10:13,320 of eyes on it at the moment. Let's just chill. 195 00:10:13,840 --> 00:10:16,400 That's the amount, right? Like it's like it's like 200. 196 00:10:16,480 --> 00:10:18,520 It's like 200. But it's just, I think it's just 197 00:10:18,520 --> 00:10:19,640 continual. That's all it is. 198 00:10:20,600 --> 00:10:22,960 It's that it's endless, right? Hence you know. 199 00:10:23,280 --> 00:10:25,600 Hence he's. Got 600 million right of ETH, so 200 00:10:26,160 --> 00:10:30,280 $600 million worth roughly. So I think it's just, yeah, it's 201 00:10:30,280 --> 00:10:32,920 just a from APR standpoint it's, it's not looking so good. 202 00:10:33,280 --> 00:10:35,520 And I think ETH the main, the main debate at the moment is 203 00:10:35,520 --> 00:10:39,760 just our L2's killing ETH, you know, just a revenue standpoint. 204 00:10:39,760 --> 00:10:43,760 They are posting very few fees for the L ones compared to how 205 00:10:43,760 --> 00:10:46,640 much revenue they're generating. So there's a lot of questions 206 00:10:46,640 --> 00:10:50,240 about how to deal with that. Bread Guy actually has been has 207 00:10:50,240 --> 00:10:54,280 been posting a lot about it and it's been getting a ton of 208 00:10:55,240 --> 00:10:59,480 engagement about it. Yeah, this one right, I think. 209 00:10:59,600 --> 00:11:01,600 No, he's been posting about it for the last month. 210 00:11:01,760 --> 00:11:06,600 He's, he's really in the weeds of the L2 versus L1 revenue 211 00:11:06,600 --> 00:11:08,360 dynamics. This is so free. 212 00:11:09,320 --> 00:11:11,400 Go ahead, Sorry. These are people who want, you 213 00:11:11,400 --> 00:11:13,480 know, we really want ETH to succeed, but this is now 214 00:11:13,480 --> 00:11:17,840 becoming a bit of a a debate that I think the his main 215 00:11:17,840 --> 00:11:23,560 criticism is that the L twos were meant to increase the users 216 00:11:23,560 --> 00:11:26,120 on the L1 and that what they've actually done is drawn users 217 00:11:26,120 --> 00:11:31,600 away from the L1 pretty much every application and now 218 00:11:31,600 --> 00:11:36,440 they're also taking the revenue. So ETH for example like base, 219 00:11:36,760 --> 00:11:40,440 you can say yes an ETH chain but it's using ETH as it's gas fee 220 00:11:40,440 --> 00:11:43,160 right now, but it could change that gas fee to being anything. 221 00:11:43,600 --> 00:11:46,800 And so ETH is increasingly becoming a form of collateral 222 00:11:46,800 --> 00:11:48,240 rather than 100. Percent. 223 00:11:48,640 --> 00:11:52,480 Anything else and that that's becoming an issue like for 224 00:11:52,480 --> 00:11:57,320 monolithic change like Solana, people use soul to buy things a 225 00:11:57,320 --> 00:12:00,000 lot more. And increasingly the users that 226 00:12:00,000 --> 00:12:04,640 are being on boarded from the L2 are not really using ETH apart 227 00:12:04,640 --> 00:12:07,240 from potentially as classical in Defy. 228 00:12:07,960 --> 00:12:12,920 And when the fees are also not being generated by the L1 229 00:12:12,920 --> 00:12:16,320 anymore, then it's a it's a big problem. 230 00:12:17,440 --> 00:12:19,000 Yeah. I mean, I, I think you really 231 00:12:19,000 --> 00:12:20,360 agree with you. I mean, Tyler, do you ever, do 232 00:12:20,640 --> 00:12:25,000 you ever take on that? Yeah, I mean, I think it's it's 233 00:12:25,000 --> 00:12:28,320 kind of hard to argue with what's happening right right 234 00:12:28,320 --> 00:12:31,400 now. And like I, I'm not personally 235 00:12:31,680 --> 00:12:34,040 buying 8th to use it to to spend it. 236 00:12:34,480 --> 00:12:37,200 Just ways to I mean. You can just do it with USDC, 237 00:12:37,240 --> 00:12:38,680 right? Like it's just like you need a 238 00:12:38,680 --> 00:12:42,720 little bit of ETH for gas, not even much on, on most of these L 239 00:12:42,720 --> 00:12:44,760 twos, right? And then you can just move USDC 240 00:12:44,800 --> 00:12:46,600 around. You can move whatever you want. 241 00:12:48,720 --> 00:12:52,880 So it, it's, I understand the argument and also the optics of 242 00:12:53,000 --> 00:12:55,440 them selling right now, especially if when there's 243 00:12:55,440 --> 00:12:57,360 general consensus that things are going to prices are going to 244 00:12:57,360 --> 00:13:00,600 be higher, perhaps in Q4 to the worst month to sell like that. 245 00:13:00,600 --> 00:13:02,920 That's certainly not helping things either. 246 00:13:03,840 --> 00:13:06,240 Yeah, yeah. And that's not the whole charity 247 00:13:06,240 --> 00:13:08,160 thing, but I think, yeah, you're probably right. 248 00:13:09,160 --> 00:13:11,120 You should probably take a chill pill here. 249 00:13:11,120 --> 00:13:12,880 Like at least with Solana Foundation that we know they're 250 00:13:12,880 --> 00:13:15,200 always selling. It's just, it's OK. 251 00:13:15,680 --> 00:13:17,680 You know, it's we know about the inflationary stuff. 252 00:13:17,680 --> 00:13:19,480 We know they're selling. We've accepted. 253 00:13:19,800 --> 00:13:24,480 I, I, I, I I'm not kidding. I got a text from someone saying 254 00:13:24,480 --> 00:13:26,040 that's funny. I'm not joking. 255 00:13:26,680 --> 00:13:28,600 I think Ovie made a great point the other day, which is exactly 256 00:13:28,600 --> 00:13:30,680 how My Portfolio is set up is like he was saying something 257 00:13:30,680 --> 00:13:33,600 along the lines like I want to hold Solana but not Solana 258 00:13:33,600 --> 00:13:36,240 memes. I want to hold ETH memes but not 259 00:13:36,280 --> 00:13:39,120 ETH. And that's exactly My Portfolio. 260 00:13:39,760 --> 00:13:42,000 Like yeah, a little bit of you know, I still have my little 261 00:13:42,000 --> 00:13:45,400 brain let because I love it and then touch it, but like, but you 262 00:13:45,400 --> 00:13:47,480 know, like on ETH, like I only want meme. 263 00:13:47,800 --> 00:13:51,440 I don't know what you guys but it's the only thing I use it 264 00:13:51,440 --> 00:13:53,440 for. I run a Solana meme coin so yeah 265 00:13:53,480 --> 00:13:54,400 I have a. Slightly different. 266 00:13:54,560 --> 00:13:56,120 I mean, you you. Yeah, that's different. 267 00:13:56,120 --> 00:13:57,760 You're you're a Solana meme coin Dad. 268 00:13:59,240 --> 00:14:00,880 You are, you are a Solana meme coin dev. 269 00:14:00,960 --> 00:14:04,040 And I mean, also to to your point also, I am literally 270 00:14:04,040 --> 00:14:08,800 building on and L2. I mean myriad, myriad, myriad is 271 00:14:08,800 --> 00:14:13,000 built on L2, right? So, so it's it's it's different, 272 00:14:13,000 --> 00:14:15,280 but again, like. I think there's over saturation 273 00:14:15,280 --> 00:14:17,680 in Solana meme coins which which I is like. 274 00:14:17,800 --> 00:14:18,920 Impossible talking about this one. 275 00:14:19,120 --> 00:14:19,840 Right. You've. 276 00:14:19,840 --> 00:14:21,360 Called. Coins a day. 277 00:14:21,360 --> 00:14:23,320 It's impossible to deny that. And I I agree with that 278 00:14:23,320 --> 00:14:25,840 sentiment in general. I don't know if I want to own 279 00:14:25,840 --> 00:14:27,760 any meme coin right? Like do I want to? 280 00:14:28,280 --> 00:14:30,680 It's not like mugs survived that sell off either. 281 00:14:30,680 --> 00:14:32,360 Like it's, it's down a lot, right? 282 00:14:33,160 --> 00:14:35,400 It feels like meme coins in general are under attack from 283 00:14:35,400 --> 00:14:37,600 over saturation. Though I do think that the 284 00:14:37,600 --> 00:14:40,560 Solana meme coins are slightly, sorry, the ETH meme coins are 285 00:14:40,560 --> 00:14:42,880 slightly older. There's less saturation on the 286 00:14:42,880 --> 00:14:46,240 chain, but it's not been great across meme coins for a while 287 00:14:46,240 --> 00:14:47,000 now. Right? 288 00:14:47,000 --> 00:14:50,320 Like it's it's, it's it's definitely just been like that. 289 00:14:50,800 --> 00:14:53,360 Interestingly, like D5 coins have come back pretty strongly. 290 00:14:53,440 --> 00:14:56,840 Are they this kind of that a real resurgence in in D5 coins 291 00:14:56,840 --> 00:15:02,800 up about 50% in the last month or so and you start to see other 292 00:15:02,800 --> 00:15:06,520 coins with like actual revenue. So RLB is up 100% from from it's 293 00:15:06,520 --> 00:15:12,200 lows all that. So, so that that remains reminds 294 00:15:12,200 --> 00:15:15,400 me of kind of this time last year or if maybe more like 18 295 00:15:15,400 --> 00:15:18,320 months ago, right where people were looking at buy the, the 296 00:15:18,320 --> 00:15:21,200 buyback ratios, the revenues of protocols. 297 00:15:21,200 --> 00:15:26,720 It's we've returned to bear market stats about like good 298 00:15:26,720 --> 00:15:28,560 risk reward trades. I don't know how to describe 299 00:15:28,560 --> 00:15:31,320 that, but like it's very different than parabolic 100X 300 00:15:31,320 --> 00:15:34,440 rises is right. This looks like it's cheap on a 301 00:15:34,440 --> 00:15:37,480 discounted cash flow burn essentially. 302 00:15:38,560 --> 00:15:41,440 And that's that's very bear market. 303 00:15:41,760 --> 00:15:42,960 That's what I would say, I think. 304 00:15:43,960 --> 00:15:47,800 So many people started to also talk about narrative of like VCs 305 00:15:47,800 --> 00:15:50,120 and low float high of DV coins coming back. 306 00:15:50,640 --> 00:15:53,040 I, I mean, but they're probably paid by people because there's 307 00:15:53,040 --> 00:15:55,200 like unlocks come in. So usually around unlocks you 308 00:15:55,200 --> 00:15:57,920 see a lot of like hashtag grant posts come up. 309 00:15:58,680 --> 00:16:00,680 But I, I saw a lot of that when I was in Asia. 310 00:16:00,680 --> 00:16:02,800 Did you guys see that? I'm seeing like a little bit. 311 00:16:03,600 --> 00:16:06,280 Yeah, I saw some of that chatter on the on the timeline, but not 312 00:16:06,280 --> 00:16:07,920 not a whole lot of people like actually buy them. 313 00:16:07,920 --> 00:16:10,200 I don't know, I feel like it, it's more of a narrative 314 00:16:10,240 --> 00:16:13,080 floating around. Yeah, I feel like people are 315 00:16:13,080 --> 00:16:15,240 like trying to sell a narrative again, and then we're going to 316 00:16:15,240 --> 00:16:17,160 see just the resurgence of fucking meme coins again. 317 00:16:17,160 --> 00:16:20,520 It's going to piss everyone off. I'm not giving up on on the meme 318 00:16:20,520 --> 00:16:22,160 coin bags. I think it's it's harder to pick 319 00:16:22,160 --> 00:16:25,760 the winners, but we saw it even this week when Solana pumped 4% 320 00:16:26,640 --> 00:16:28,480 immediately on the back of it. A lot of the leading memes are 321 00:16:28,480 --> 00:16:31,760 up 20 to 40% and I still think that's going to happen. 322 00:16:31,800 --> 00:16:34,080 I tend to agree with you. I I still think the meme game 323 00:16:34,080 --> 00:16:36,280 feels easier though just because there's less options. 324 00:16:36,920 --> 00:16:39,320 Yeah. Which is probably good for MOG, 325 00:16:39,320 --> 00:16:42,000 but yeah, I mean MOG got got hit pretty hard while you. 326 00:16:43,200 --> 00:16:45,680 Yeah, I did. Anyways, I guess we'll we'll see 327 00:16:45,680 --> 00:16:49,560 where where that takes us. Tyler, Tyler. 328 00:16:49,560 --> 00:17:05,440 Tyler. Our top story this morning, 329 00:17:05,440 --> 00:17:08,920 Crypto slides after Kamala Harris wins last night's debate 330 00:17:08,920 --> 00:17:12,520 according to most consensus sources, and she pulls ahead 331 00:17:12,520 --> 00:17:17,240 slightly in the election market. CPI did comes in on expectation 332 00:17:17,240 --> 00:17:19,880 this morning. Mando mentioned that 50 bits the 333 00:17:19,880 --> 00:17:24,119 odds have dropped below 10% now, so it is looking like 25. 334 00:17:24,359 --> 00:17:28,560 In other news, PayPal and Venmo and its support for E&S when 335 00:17:28,560 --> 00:17:31,040 sending crypto, a major announcement there for ENS. 336 00:17:31,320 --> 00:17:33,960 Trump's crypto product World Liberty Financial was called out 337 00:17:33,960 --> 00:17:37,680 in a House Defy hearing on Tuesday as potential for 338 00:17:37,680 --> 00:17:40,920 consumer harm, with the politicians noting that some had 339 00:17:40,920 --> 00:17:44,440 been harmed due to Tiffany and Laura Trump's X accounts being 340 00:17:44,440 --> 00:17:46,640 hacked. Finance partnered with price 341 00:17:46,640 --> 00:17:49,760 data provider Coin Market Cap to incorporate token unlocking 342 00:17:49,760 --> 00:17:51,640 investing information into its platform. 343 00:17:52,000 --> 00:17:55,600 In protocol news, Magic Heat rolling out new incentives where 344 00:17:55,600 --> 00:17:59,760 users can earn that ME token plus a 50% diamond bonus simply 345 00:17:59,760 --> 00:18:03,960 for buying NFTS or ordinals with the ME wallet Mobile. 346 00:18:04,200 --> 00:18:08,080 So you need the mobile app for that one Bitco selected layer 0 347 00:18:08,200 --> 00:18:11,760 as the official interoperability provider for wrapped Bitcoin, 348 00:18:11,760 --> 00:18:16,080 now $9 billion assets also now available on B&B and AVAX and 349 00:18:16,080 --> 00:18:18,120 Kadison. The Telegram game Telegram back 350 00:18:18,120 --> 00:18:21,360 in the news, they share new AirDrop details for their caddy 351 00:18:21,360 --> 00:18:24,280 token. This is notable because over 35 352 00:18:24,280 --> 00:18:27,840 million people have played this game, though just half of them, 353 00:18:28,000 --> 00:18:30,080 less than half, are eligible for the AirDrop. 354 00:18:30,320 --> 00:18:32,000 In NFT, there's a couple headlines. 355 00:18:32,200 --> 00:18:35,360 X copy is hot. Max Payne up 100% to .82 ETH. 356 00:18:35,360 --> 00:18:38,800 Grifters swept to 11 ETH and 280 ETH. 357 00:18:38,800 --> 00:18:45,120 One O 1 sale yesterday on BLAD on bad labor and then UDI, our 358 00:18:45,120 --> 00:18:48,120 our friend from Taproot Wizards, he introduced Catnip yesterday. 359 00:18:48,120 --> 00:18:51,520 It's a new Bitcoin native token protocol that superchargers 360 00:18:51,520 --> 00:18:55,960 coins built on their OPCAT recursive covenants. 361 00:18:55,960 --> 00:18:59,760 So a bit of a teaser announcement there from Udi. 362 00:19:00,280 --> 00:19:02,280 We need Udi to save ordinals in ruins dude. 363 00:19:02,640 --> 00:19:05,040 Yes. We like only one man at this 364 00:19:05,040 --> 00:19:07,240 stage can while everybody's beefing about who invented 365 00:19:07,240 --> 00:19:09,760 Ordinals protocol, I ended up in the Twitter Spaces the other 366 00:19:09,760 --> 00:19:10,880 night. Just curiosity. 367 00:19:10,880 --> 00:19:14,360 They were like beefing, like really heavily like Sonitus and 368 00:19:14,360 --> 00:19:18,320 like Rock Toshi or a bunch of people just all fighting about 369 00:19:18,320 --> 00:19:21,040 who invented or knows it was. It was actually entertaining, 370 00:19:21,040 --> 00:19:24,000 reminding me of 2021 when we used to fight between cats and 371 00:19:24,000 --> 00:19:26,360 dogs. Speaking of cats and dogs, you. 372 00:19:26,600 --> 00:19:29,880 Have cats and dogs? What a segue, huh? 373 00:19:30,240 --> 00:19:36,280 Yes, I'm pretty proud of myself for that one. 374 00:19:36,720 --> 00:19:43,600 Speaking of cats and dogs debate last night, so I had I was 375 00:19:43,800 --> 00:19:45,760 heavily jet lagged so I did my best. 376 00:19:46,160 --> 00:19:49,680 I watched the 1st 20 minutes and then I collapsed and then when I 377 00:19:49,680 --> 00:19:51,840 woke up I was on my couch and the debate was done. 378 00:19:52,360 --> 00:19:56,600 It looks like Donnie T was was was doing had a good start and 379 00:19:56,600 --> 00:19:58,520 then wake up this morning and people seem to think the 380 00:19:58,520 --> 00:20:00,280 otherwise. So Tyler what what went down 381 00:20:00,280 --> 00:20:01,880 last night? Yeah, I think that's the right 382 00:20:01,880 --> 00:20:03,640 read. So Trump did start strong. 383 00:20:03,640 --> 00:20:06,520 Kamal, I think came out a little bit nervous that you kind of 384 00:20:06,520 --> 00:20:10,000 tell, yeah, she's not used to that, that stage. 385 00:20:10,040 --> 00:20:13,880 But I think that kind of flipped as the debate went on. 386 00:20:14,560 --> 00:20:17,040 Kamala, I think folks have called her a tactician. 387 00:20:17,040 --> 00:20:18,760 I think she has a smart strategy. 388 00:20:18,760 --> 00:20:22,000 She came into this trying to goad him into rants and kind of 389 00:20:22,040 --> 00:20:25,040 veering off policy comments and bringing up things like low 390 00:20:25,040 --> 00:20:27,400 attendance as rallies, people leaving his rallies. 391 00:20:27,800 --> 00:20:31,080 That got him to start ranting, you know, about his rallies. 392 00:20:31,080 --> 00:20:33,680 And that kind of got him off some of his talking points. 393 00:20:34,280 --> 00:20:38,440 In general, I feel like he was a little more unprepared for the 394 00:20:38,440 --> 00:20:41,280 debate than perhaps she was. I think probably because he's 395 00:20:41,280 --> 00:20:43,720 just, he's doing so many rallies, so many speaking 396 00:20:44,080 --> 00:20:46,000 opportunities right now. He probably just feels like he 397 00:20:46,000 --> 00:20:48,600 knows his talking points versus for her. 398 00:20:48,600 --> 00:20:50,040 She is is the exact opposite, right? 399 00:20:50,200 --> 00:20:54,000 She hasn't really done much other than the DNCA handful of 400 00:20:54,000 --> 00:20:56,720 rally appearances. I think she had much more at 401 00:20:56,720 --> 00:21:01,120 stake during the debate last night than than he did with 402 00:21:01,120 --> 00:21:05,040 respect to outcomes. But ultimately, I do think she 403 00:21:05,040 --> 00:21:07,440 she won the debate. I think some of the rants that 404 00:21:07,440 --> 00:21:11,560 the Trump went off went off on did did hurt the the results for 405 00:21:11,560 --> 00:21:12,920 him. I think that the market is 406 00:21:12,920 --> 00:21:16,920 showing that here this morning. So the Poly market line who won? 407 00:21:16,920 --> 00:21:20,240 I mean, it was it was her odds spiked basically as soon as he 408 00:21:20,240 --> 00:21:22,520 started going on some of those rants last night, she jumped to 409 00:21:22,520 --> 00:21:26,800 like 95% favorite. She's at 99% here this morning 410 00:21:26,920 --> 00:21:30,200 to to win. I did not think that she would. 411 00:21:30,520 --> 00:21:32,680 In fact, I I bet that so I had skin in the game. 412 00:21:33,080 --> 00:21:34,840 I did not think she. Would. 413 00:21:35,040 --> 00:21:38,920 I I thought Trump would still be ahead today in the polls. 414 00:21:38,920 --> 00:21:41,200 I didn't think the debate would be strong enough for a four 415 00:21:41,200 --> 00:21:42,920 points drop. And he did. 416 00:21:42,920 --> 00:21:46,400 He dropped four points. So she's up slightly in the 417 00:21:46,400 --> 00:21:48,240 primary election market right now. 418 00:21:49,680 --> 00:21:53,480 I think the reality is it is it is absolutely a cornflunt and no 419 00:21:53,480 --> 00:21:57,480 one has any idea this is a 5050 election right now. 420 00:21:58,720 --> 00:22:01,760 Somewhat notable last night after the debate, I missed this 421 00:22:01,760 --> 00:22:04,880 because I did go to sleep. Taylor Swift came out and 422 00:22:04,880 --> 00:22:07,960 endorsed Kamala. I saw that some people said not, 423 00:22:07,960 --> 00:22:11,400 not a huge surprise. I think somewhat like some 424 00:22:11,400 --> 00:22:13,320 people, well, there's rumors that she was going to perform at 425 00:22:13,320 --> 00:22:15,560 DNC and then some were saying no, why would she do that? 426 00:22:15,560 --> 00:22:18,840 She has a lot to lose with, you know, such a huge fan base. 427 00:22:19,160 --> 00:22:22,480 She pointed to the the Trump campaign using that AI generated 428 00:22:22,840 --> 00:22:26,720 image of her endorsing him that was in her post. 429 00:22:27,160 --> 00:22:29,320 That was clearly a mistake. I mean, maybe she doesn't come 430 00:22:29,320 --> 00:22:32,960 out and and make the the formal post for comma without that. 431 00:22:33,800 --> 00:22:36,200 But she did. And I don't know, as I'm 432 00:22:36,200 --> 00:22:39,080 thinking about how close this election is, like in some ways, 433 00:22:39,080 --> 00:22:41,120 I feel like nothing matters. People's minds are made-up. 434 00:22:41,120 --> 00:22:43,920 But on the other hand, like it's so tight and maybe everything 435 00:22:43,920 --> 00:22:45,440 matters. Like if that Taylor Swift 436 00:22:45,440 --> 00:22:50,000 endorsement flips 1000 voters in the a swing state, maybe that's 437 00:22:50,000 --> 00:22:51,480 enough. So I think it's hard to 438 00:22:52,120 --> 00:22:57,480 underestimate anything here. But from a betting standpoint, 439 00:22:57,680 --> 00:23:00,880 it it was a fun one. I I thought I was rinsed so I 440 00:23:00,880 --> 00:23:02,680 had the handshake. No bet. 441 00:23:02,960 --> 00:23:05,600 It is like loses. And then like Trump right off 442 00:23:05,600 --> 00:23:08,280 the bat, he he for the mentions markets, he starts hitting like 443 00:23:08,280 --> 00:23:10,440 all the long shots like Springfield hit. 444 00:23:11,320 --> 00:23:13,800 I hit Springfield. I saw Springfield going, yeah. 445 00:23:13,800 --> 00:23:16,160 I didn't have I didn't have any of those long shots. 446 00:23:17,000 --> 00:23:19,920 So mine were looking rough. I did it. 447 00:23:19,920 --> 00:23:23,160 I end up pulling out a few wins. No one fake news. 448 00:23:23,360 --> 00:23:25,320 He didn't hit border 15 times. He must have. 449 00:23:25,320 --> 00:23:26,880 He must have hit it 12 to 14 times. 450 00:23:26,880 --> 00:23:31,560 He was he was damn close. And then see some of these long 451 00:23:31,560 --> 00:23:33,760 shots. So Springfield hit, cat hit. 452 00:23:34,720 --> 00:23:38,040 Those are Marxist hit and they all hit like super, super 453 00:23:38,040 --> 00:23:39,280 quickly. Fraud hit. 454 00:23:40,680 --> 00:23:44,480 So yeah, a decent amount of those long shots on the comma 455 00:23:44,480 --> 00:23:47,360 mentions. Let me see, yeah, I'm not going 456 00:23:47,360 --> 00:23:49,880 to have these pull up. Artificial intelligence hit. 457 00:23:49,880 --> 00:23:51,800 Liar did not hit. That was a bad beat because she 458 00:23:51,800 --> 00:23:55,360 said lies. Probably 30. 30 No, Come on. 459 00:23:55,760 --> 00:23:59,120 The liar didn't help. Jesus, you know what? 460 00:23:59,120 --> 00:24:00,840 What's up with this Elon tweet? Is it? 461 00:24:00,960 --> 00:24:04,680 Did Elon? Did Elon propose to have a baby 462 00:24:04,680 --> 00:24:08,400 with Taylor Swift? Is that what I'm reading here? 463 00:24:09,560 --> 00:24:13,680 Oh God I missed this did. You guys not see that I'm 464 00:24:13,680 --> 00:24:16,920 reading this right, right? I will give you a child and 465 00:24:16,920 --> 00:24:20,040 guard your cats with my life. I mean, we know Elon is, I mean, 466 00:24:20,040 --> 00:24:21,280 he, he means this, right? He is. 467 00:24:21,280 --> 00:24:24,240 He is trying to have as many kids as possible to repopulate 468 00:24:24,240 --> 00:24:27,320 the world. He is a a loudspoken proponent 469 00:24:27,320 --> 00:24:30,960 against population decline. So I think he he's a man of his 470 00:24:30,960 --> 00:24:33,760 word here. I don't know how Travis would 471 00:24:33,760 --> 00:24:37,800 would feel about this. But yeah, an interesting choice 472 00:24:37,920 --> 00:24:40,400 there for Elon. Fine Taylor, you win. 473 00:24:40,440 --> 00:24:42,760 I will give you a child and guard your cats with my life. 474 00:24:46,360 --> 00:24:48,440 Yeah. So that was an interesting 475 00:24:48,480 --> 00:24:50,880 tweet. Nate Silver, he, he wrote up an 476 00:24:50,880 --> 00:24:52,640 e-mail last night. I skimmed it this morning. 477 00:24:52,640 --> 00:24:55,520 I mean, he kind of went into his thoughts, but I mean, he's kind 478 00:24:55,520 --> 00:24:58,800 of confirming that it was a win for Kamala, pointed out some of 479 00:24:58,800 --> 00:25:01,960 the mistakes that that Trump had made. 480 00:25:02,400 --> 00:25:05,800 And ultimately, he doesn't think it's going to move the needle 481 00:25:05,800 --> 00:25:09,280 all that much. But he ended at 6436. 482 00:25:09,280 --> 00:25:11,960 Trump, it was down to 6138 yesterday. 483 00:25:11,960 --> 00:25:13,520 We'll, we'll see how the polls come in. 484 00:25:13,880 --> 00:25:16,320 I feel like it's his, his model will likely be a little bit 485 00:25:16,320 --> 00:25:17,880 tighter. He also is kind of starting to 486 00:25:17,880 --> 00:25:21,440 admit that perhaps he was not giving enough credence to her, 487 00:25:22,200 --> 00:25:25,440 her DNC bump in the polls. So I think he's starting to walk 488 00:25:25,440 --> 00:25:26,960 that back. So we'll see what the models 489 00:25:26,960 --> 00:25:28,040 look like here at the end of the week. 490 00:25:29,000 --> 00:25:33,920 Yeah, well, we'll see what happens at the end of this week. 491 00:25:33,920 --> 00:25:35,120 What else, Tyler? What else? 492 00:25:35,120 --> 00:25:38,320 What were the top? Top topic lines Yeah, today. 493 00:25:39,080 --> 00:25:40,720 Yeah. I mean, it was a little bit of a 494 00:25:40,720 --> 00:25:45,120 quiet day on the Ooty comments on Catnet for our NFT audience 495 00:25:45,200 --> 00:25:48,120 out there. So again, this is using the 496 00:25:48,120 --> 00:25:51,000 OPCAT recursive comments allows Bitcoin miners and those to 497 00:25:51,000 --> 00:25:56,320 enforce token rules natively. With catnip users are going to 498 00:25:56,320 --> 00:25:59,160 be able to enjoy features like partially filled orders, easier 499 00:25:59,160 --> 00:26:02,360 token transactions without having to split UTXOS ability to 500 00:26:02,360 --> 00:26:05,280 have bids. So it is bringing some new 501 00:26:05,280 --> 00:26:06,840 functions. It also enables on chain 502 00:26:06,840 --> 00:26:10,840 liquidity pulls and AMS, which should improve token usability 503 00:26:10,880 --> 00:26:12,400 as well. This product is still under 504 00:26:12,400 --> 00:26:15,960 development and it will not be possible and available until 505 00:26:15,960 --> 00:26:18,720 OPCAT is live on on Bitcoin maintenance. 506 00:26:18,720 --> 00:26:22,680 So it's a little bit of a stay tuned thing, but but nice to see 507 00:26:22,720 --> 00:26:25,760 you know, UDI and team are continuing to build and improve 508 00:26:25,760 --> 00:26:27,320 the experience. I mean, you mentioned it part of 509 00:26:27,440 --> 00:26:32,080 like while you're gone, ordinals were were in the chair all the 510 00:26:32,080 --> 00:26:34,360 debates and then I think we talked about this on the show a 511 00:26:34,360 --> 00:26:37,400 few days ago, but notably, no one was arguing over who created 512 00:26:37,400 --> 00:26:42,640 runes because because like no one wants to claim rooms, which 513 00:26:42,640 --> 00:26:46,400 is kind of a state of the of the market right now. 514 00:26:46,400 --> 00:26:48,960 We we had I'm hoping it's not our our final exit pump. 515 00:26:48,960 --> 00:26:51,760 We RSIC back on the show. I get pumped to 100 million. 516 00:26:52,120 --> 00:26:56,680 It's back down below 60 pups is at like 25. 517 00:26:57,560 --> 00:26:57,880 That's. A lot. 518 00:26:58,800 --> 00:27:00,440 Next, next pump. We're selling it. 519 00:27:02,440 --> 00:27:05,280 Next time, next time we'll, we'll sell for sure. 520 00:27:06,480 --> 00:27:09,560 The ENS news, I mean, the the headline is pretty much the 521 00:27:09,560 --> 00:27:12,600 summary, but US users of PayPal, then they'll can now send crypto 522 00:27:12,600 --> 00:27:17,480 payments to ENS usernames thanks to this new integration. 523 00:27:17,480 --> 00:27:20,040 I think it makes the process of of sending crypto a little bit 524 00:27:20,040 --> 00:27:22,880 simpler. But I just in general that the 525 00:27:22,880 --> 00:27:25,880 take away is that PayPal then they'll keep pushing into the 526 00:27:25,880 --> 00:27:28,480 crypto market. All right, try to make it more 527 00:27:28,480 --> 00:27:31,640 accessible. So like we, we always we always 528 00:27:31,640 --> 00:27:34,080 like that and we want to root for that. 529 00:27:34,080 --> 00:27:37,920 And the next copy is clearly 50s been chopping a little bit last 530 00:27:37,920 --> 00:27:41,320 few weeks. I didn't realize it, but I got I 531 00:27:41,400 --> 00:27:44,160 was chatting with anonymous last night and he pointed it out and 532 00:27:44,280 --> 00:27:46,800 man, Max Payne up 100% this month. 533 00:27:46,800 --> 00:27:50,200 Grifters back to 11 folks don't remember grifters had a run to 534 00:27:50,200 --> 00:27:55,480 35 E last year during the bear. That wouldn't surprise me at all 535 00:27:55,640 --> 00:27:58,080 if those ran back up. I think the float in that 536 00:27:58,080 --> 00:28:00,080 collection is pretty low. I think you got a lot of diamond 537 00:28:00,080 --> 00:28:02,960 hand holders. So if the NFTS start to turn 538 00:28:02,960 --> 00:28:07,080 around, if the XRP one O 1's are out of reach for most market 539 00:28:07,080 --> 00:28:09,920 participants, like let's just say it, Max Payne is kind of 540 00:28:09,920 --> 00:28:12,960 like on the on the low, low end grifters are kind of in that 541 00:28:12,960 --> 00:28:15,360 middle where you're like, you could sell a board age, you 542 00:28:15,360 --> 00:28:18,200 could sell a pudgy, you could sell a couple of Suzuki's and 543 00:28:18,200 --> 00:28:20,280 get a grifter only like 600 in supply. 544 00:28:21,320 --> 00:28:24,920 So it's an interesting, it's an interesting set ahead of a 545 00:28:24,920 --> 00:28:31,000 potential NFT winter. 100 per cent. 546 00:28:31,000 --> 00:28:33,440 OK, love to see that. Listen, I I'm hearing that for 547 00:28:33,440 --> 00:28:35,360 the robot spins, I'm going to go to Troy in a second here in the 548 00:28:35,360 --> 00:28:37,800 studio that we have to get a code now. 549 00:28:37,920 --> 00:28:40,600 So we have our own, we have our own little thingy going on. 550 00:28:40,600 --> 00:28:43,640 So the code today, the code today for the first batch of the 551 00:28:43,640 --> 00:28:51,440 $30,000 giveaways that we're doing is Marriott, as you can, 552 00:28:51,440 --> 00:28:54,800 as you could have guessed, honestly, Marriott MYRIAD go to 553 00:28:54,800 --> 00:28:59,920 rafflebot dot XYZ, connect your X account and then and then at 554 00:28:59,920 --> 00:29:03,880 the end of the show, we'll pick two people that will be able to 555 00:29:03,880 --> 00:29:07,960 come up on stage and and potentially win a crypto punk, 556 00:29:07,960 --> 00:29:09,560 right? You guys had a huge win last 557 00:29:09,560 --> 00:29:12,080 week with a with the board ape. Actually, we watched it was 558 00:29:12,080 --> 00:29:15,200 sick. So so so that was great. 559 00:29:15,200 --> 00:29:18,200 So we'll see that. So myriad is the code rafflebot 560 00:29:18,200 --> 00:29:20,440 dot XYZ it's on screen right now. 561 00:29:20,440 --> 00:29:28,400 RAFFLEBOTRAFFLABOT dot XYZ to sign up. 562 00:29:28,400 --> 00:29:30,480 And then Speaking of myriad, I mean shit, we launched this 563 00:29:30,480 --> 00:29:33,200 after the show Monday. I I know it wasn't on on 564 00:29:33,200 --> 00:29:35,960 Tuesday, but you know, maybe tomorrow something I'll be able 565 00:29:35,960 --> 00:29:37,680 to go more into depth with everything. 566 00:29:37,680 --> 00:29:40,800 We get locks on the show next week and we can we can go we can 567 00:29:40,800 --> 00:29:44,360 dive deeper into everything going on has been a lot. 568 00:29:45,040 --> 00:29:47,120 Anyways, let's we want the. Deep dive. 569 00:29:47,120 --> 00:29:49,440 We want the myriad deep. Dive Yeah, I want to I want to 570 00:29:49,440 --> 00:29:51,240 do a deep dive. Sadly, today's too tight, but 571 00:29:51,240 --> 00:29:53,600 maybe next week we'll get locks on and we'll do a whole deep 572 00:29:53,600 --> 00:29:57,080 dive with everybody on the on on stage because I really want we 573 00:29:57,080 --> 00:29:59,320 have a lot to share. But one thing's cool is that 574 00:29:59,320 --> 00:30:02,040 today we're going to hit 1000 users already, so that are that 575 00:30:02,040 --> 00:30:06,040 are entering so 2 days, two days already 1000 people left through 576 00:30:06,040 --> 00:30:07,600 the platform. And so we're going to keep 577 00:30:07,600 --> 00:30:11,600 opening slowly, slowly, slowly until we can open USDC markets 578 00:30:11,600 --> 00:30:13,800 in about a month from now. So things are looking pretty 579 00:30:13,800 --> 00:30:15,840 good. All right, well, let's get Troy 580 00:30:15,840 --> 00:30:17,720 on stage with us. Troy Myers, Troy. 581 00:30:17,800 --> 00:30:19,840 Oh well, he's mogging looking. Hey, what? 582 00:30:19,840 --> 00:30:24,320 Tiger sign mother T-shirt? I brought it. 583 00:30:24,840 --> 00:30:26,160 You got the I brought it all today. 584 00:30:26,440 --> 00:30:30,000 This guy, This guy's is dressed like a meme coin. 585 00:30:30,360 --> 00:30:34,600 You absolutely love to see it. That was the that was the go to, 586 00:30:34,720 --> 00:30:38,280 you know, everyone, all the teams said probably best move is 587 00:30:38,280 --> 00:30:41,480 just to beam it out and get everyone on your side for this. 588 00:30:42,040 --> 00:30:44,040 Yeah, that's usually pretty. That's a usually pretty smart 589 00:30:44,040 --> 00:30:45,480 thing to do. I mean, you absolutely love to. 590 00:30:45,560 --> 00:30:48,880 I mean, you literally do look like your PFP on online. 591 00:30:48,880 --> 00:30:50,200 So we're on video for those. Don't know. 592 00:30:50,200 --> 00:30:52,040 As usual. I absolutely love to see ya. 593 00:30:52,040 --> 00:30:55,840 You are definitely your PFP. That was actually, that was what 594 00:30:55,840 --> 00:30:58,680 I was going for. I was like if I can like mimic 595 00:30:58,680 --> 00:31:03,480 the PFP then I've nailed the actual come to real life 596 00:31:04,400 --> 00:31:06,560 situation. I, I love that. 597 00:31:06,560 --> 00:31:08,360 Well, Troy, let let's, let's get into it. 598 00:31:08,360 --> 00:31:10,920 Thank you for coming up today. I mean, why don't you just start 599 00:31:10,920 --> 00:31:12,960 by telling us what Dapslap is? Or maybe like a little 600 00:31:12,960 --> 00:31:14,560 background? Yeah. 601 00:31:14,560 --> 00:31:19,120 So Dapslap is, well, I mean, I can give you guys a quick 602 00:31:19,120 --> 00:31:24,400 background. I mean, so let's see, I started 603 00:31:24,400 --> 00:31:29,840 in crypto like 2013, got into Bitcoin, then was deep into 604 00:31:29,840 --> 00:31:34,680 Ethereum, launched AD 5 protocol called Barn Bridge. 605 00:31:34,680 --> 00:31:38,520 I was Co founder on that. That was recently shut down by 606 00:31:38,520 --> 00:31:41,720 the SEC. We went to like 2 year long 607 00:31:41,720 --> 00:31:46,280 investigation around everything and during that investigation we 608 00:31:46,280 --> 00:31:53,640 switched into building AI agents and AI backends and a lot of it 609 00:31:53,640 --> 00:32:00,760 was around the idea of actually having AI build like Web 2 610 00:32:00,800 --> 00:32:04,680 applications. When we finalized everything 611 00:32:04,680 --> 00:32:09,200 with the SEC, we decided, well why don't we go back into 612 00:32:09,240 --> 00:32:16,920 actually building Web 3 Daps using AI and that's what Dapslap 613 00:32:16,920 --> 00:32:20,720 is. So Dapslap essentially allows 614 00:32:20,720 --> 00:32:28,320 you to launch a token, a DAO and a DAP on Solana based on a 615 00:32:28,320 --> 00:32:30,920 prompt. OK. 616 00:32:31,440 --> 00:32:33,320 That's a lot. There's a lot in there to 617 00:32:33,320 --> 00:32:35,640 unpack, so if there's anything you want me to go. 618 00:32:36,080 --> 00:32:38,360 Into no, I mean, we definitely want to get into that right, 619 00:32:38,360 --> 00:32:42,240 'cause you get into launch a coin, adapt and adapt and, and 620 00:32:42,240 --> 00:32:45,560 for under $2.00 in one click as, as you guys claim when it comes 621 00:32:45,560 --> 00:32:47,920 to that. So you know what, what did you 622 00:32:47,920 --> 00:32:50,120 mean by that? Like when you, when you, when 623 00:32:50,120 --> 00:32:51,160 you build all that? So like what? 624 00:32:51,160 --> 00:32:53,080 What's the purpose for you like to build all these things in 625 00:32:53,080 --> 00:32:57,560 one? Well, if you, if you want to get 626 00:32:57,560 --> 00:33:00,720 into like a philosophical conversation about it, some of 627 00:33:00,720 --> 00:33:07,000 it really kind of comes from my experience of the ICO network or 628 00:33:07,000 --> 00:33:11,480 the ICOICO time, right. I thought that was probably the 629 00:33:11,480 --> 00:33:18,200 best for retail on return. We saw in the last cycle the 630 00:33:18,200 --> 00:33:19,880 best returns were really for the VCs. 631 00:33:20,480 --> 00:33:25,960 And this cycle it's kind of returned to retail, but through 632 00:33:25,960 --> 00:33:29,840 meme coins, right? So I was like, well, how can we 633 00:33:29,840 --> 00:33:32,800 bring those two worlds together, right? 634 00:33:32,800 --> 00:33:37,160 So if you have an ICO that's, that is a meme coin that also 635 00:33:37,160 --> 00:33:41,800 has a DAP connected to it that is coded by an AI agent and 636 00:33:41,800 --> 00:33:44,640 launched into the Solana blockchain and then owned by 637 00:33:44,640 --> 00:33:48,280 that Dow. Then you have like kind of a new 638 00:33:48,280 --> 00:33:51,280 setup that we've never really seen before. 639 00:33:51,600 --> 00:33:56,040 And it's a fair launch token and anyone can get involved. 640 00:33:56,560 --> 00:34:05,760 And it's, it's kind of a return to to retail, right, to allow 641 00:34:05,760 --> 00:34:10,280 them to get in on these, on these new, these new setups. 642 00:34:10,960 --> 00:34:14,400 So, you know, it seems like there's AAI component to that. 643 00:34:14,400 --> 00:34:17,040 So how does that work 'cause it says tank of liquidity is in 644 00:34:17,040 --> 00:34:20,239 depositing metora and controlled by the Dow and then AI prompt is 645 00:34:20,239 --> 00:34:22,199 sent to DAP generator. So how does this work? 646 00:34:23,920 --> 00:34:26,440 Yeah. So when you make a so if you if 647 00:34:26,440 --> 00:34:28,840 you go to the website, it looks a lot like pump dot fun. 648 00:34:29,000 --> 00:34:32,480 Yes, it. Does but the the big difference 649 00:34:32,480 --> 00:34:36,159 is is there is a field when you go to create a token that allows 650 00:34:36,159 --> 00:34:40,360 you to describe a DAP that you would like to see. 651 00:34:40,360 --> 00:34:45,280 So an easy one would be like rock, paper, scissors on Solana 652 00:34:45,760 --> 00:34:49,400 that allows you to bet on what's going on, right? 653 00:34:50,000 --> 00:34:56,719 And if your token escapes the bonding curve, that prompt will 654 00:34:56,719 --> 00:35:00,360 be sent into our AI DAP generator, which is our we have 655 00:35:00,400 --> 00:35:05,200 a a loving, a loving God by the name of Lord Keck who will build 656 00:35:05,200 --> 00:35:11,120 you a DAP. He will code the entire Solana 657 00:35:11,120 --> 00:35:15,960 Russ contract for you, deploy it into the blockchain, and then 658 00:35:15,960 --> 00:35:19,600 also build you a front end for that Rust program. 659 00:35:21,000 --> 00:35:24,640 We then have the Dow that collects all the trading fees of 660 00:35:24,640 --> 00:35:30,440 the token into a treasury and then the users can actually hire 661 00:35:30,440 --> 00:35:35,600 other devs to like build out the like build more features into 662 00:35:35,600 --> 00:35:37,440 it. And we also plan on like 663 00:35:37,440 --> 00:35:40,880 expanding the marketplace inside of the Dow on a longer term. 664 00:35:42,600 --> 00:35:44,800 So you can see it, you can see it right there. 665 00:35:45,640 --> 00:35:49,480 It's coding, it's putting a back end together, it's launching it 666 00:35:49,560 --> 00:35:50,320 so you can. See all that? 667 00:35:51,400 --> 00:35:52,520 Yeah, yeah. Oh yeah, yeah. 668 00:35:52,560 --> 00:35:54,560 You can watch it in real time. It's pretty. 669 00:35:54,680 --> 00:35:56,640 It's pretty wild to watch if if you get it going. 670 00:35:57,800 --> 00:36:00,720 OK, OK, that's, that's pretty cool. 671 00:36:00,720 --> 00:36:02,680 So how's, how's, how's it been so far for you guys? 672 00:36:02,680 --> 00:36:07,480 Like when did you launch this? We launched like, oh, like like 673 00:36:07,520 --> 00:36:09,880 like a week ago. So this is the first. 674 00:36:10,200 --> 00:36:12,680 Yeah, yeah. Like so we had, so we originally 675 00:36:12,680 --> 00:36:17,680 had another website up that was built around like making AI 676 00:36:17,680 --> 00:36:20,280 build front ends for existing protocols. 677 00:36:21,400 --> 00:36:25,520 So if you had like like take Jupiter or Audius, like Audius 678 00:36:25,520 --> 00:36:26,880 is actually probably the best example. 679 00:36:26,880 --> 00:36:31,040 If you were to take Audius and have like an artist come in and 680 00:36:31,040 --> 00:36:34,280 have them build a front end specifically for certain things 681 00:36:34,280 --> 00:36:38,560 according to what they wanted on the protocol, it would create 682 00:36:38,560 --> 00:36:41,080 like a player and it would create a front end and it would 683 00:36:41,080 --> 00:36:44,640 create like almost like a bespoke profile for for them. 684 00:36:47,280 --> 00:36:49,760 The long term goal was to get to the point where we could 685 00:36:50,280 --> 00:36:55,800 actually build the Rust program and then launch it for them and 686 00:36:55,800 --> 00:37:01,040 then and then integrate the front end changes of like 687 00:37:01,040 --> 00:37:03,840 existing protocols into the program that's already there. 688 00:37:04,240 --> 00:37:08,120 So you can kind of think of it as like lowering the hurdle of 689 00:37:09,080 --> 00:37:13,680 devs like like technical devs, not like mean coin devs into the 690 00:37:13,680 --> 00:37:17,360 space so that anyone can participate inside of Web 3 and 691 00:37:17,360 --> 00:37:19,320 provide value. Even if you have like a great 692 00:37:19,320 --> 00:37:22,080 idea, sometimes the hardest thing is to actually get people 693 00:37:22,080 --> 00:37:24,760 that will build it for you. And there aren't really a lot of 694 00:37:24,760 --> 00:37:27,920 AIS out there that will do that specifically for you. 695 00:37:28,560 --> 00:37:32,360 And what we did was we built an AI specifically for that. 696 00:37:33,040 --> 00:37:35,520 So, So what are some Daps that you you'd like to see built on 697 00:37:35,520 --> 00:37:36,680 there? Like what are some things that 698 00:37:36,680 --> 00:37:39,080 you think would work perfect work pretty well on that? 699 00:37:39,840 --> 00:37:44,960 So in the current integration, I think the best stuff is probably 700 00:37:44,960 --> 00:37:49,800 a little bit simpler, right? So something like a like almost 701 00:37:49,800 --> 00:37:53,280 like meme meme daps. Someone has an idea of like 702 00:37:53,560 --> 00:37:59,560 rock, paper, scissors or let's have a drinking game or I don't 703 00:37:59,560 --> 00:38:01,960 know, like it's hard. It's you can come up with like a 704 00:38:01,960 --> 00:38:03,440 million. There's like everyone has like 705 00:38:03,440 --> 00:38:07,640 an idea for Adapt, but what it is out there I don't know. 706 00:38:09,200 --> 00:38:13,000 You're not for for epic. Yeah. 707 00:38:13,640 --> 00:38:15,600 Like you're not, you're not going to be able to like build 708 00:38:15,600 --> 00:38:17,800 like, like if you come in and you're like, oh, I want to build 709 00:38:17,800 --> 00:38:20,440 like a prediction market that has like multiple pages and 710 00:38:20,440 --> 00:38:21,680 everything. That's not going to happen right 711 00:38:21,680 --> 00:38:25,280 now, but you can come in and like be like, oh, I wanna do 712 00:38:25,280 --> 00:38:29,840 like a like a semi game where we can like bet with my friends and 713 00:38:30,200 --> 00:38:34,440 it will create like a a treasury and then the treasury will like 714 00:38:34,680 --> 00:38:36,720 like, like if you wanna like bet against your friends and stuff 715 00:38:36,720 --> 00:38:38,800 like that, Yeah. All right, got it. 716 00:38:38,800 --> 00:38:40,720 And then I guess like what's next for you guys, right? 717 00:38:40,720 --> 00:38:42,880 Like you just launched last week, you're trying to get this 718 00:38:42,880 --> 00:38:45,560 thing off and going with some dabs and stuff like what's what 719 00:38:46,160 --> 00:38:48,160 are you looking for it next? Yeah. 720 00:38:48,160 --> 00:38:52,800 So I think the the next big moves for us is expanding the 721 00:38:52,800 --> 00:38:56,480 marketplace for the Dows. So the the fees that are being 722 00:38:56,480 --> 00:39:01,040 brought into the the Dow, allowing the users to actually 723 00:39:01,040 --> 00:39:04,960 like pay out and buy like services specifically for those 724 00:39:04,960 --> 00:39:07,400 Daps. I also would really like to see 725 00:39:07,400 --> 00:39:12,400 us take that front end editor integration that we had and 726 00:39:12,400 --> 00:39:14,920 expand that for them. So let's say if you're a user 727 00:39:14,920 --> 00:39:17,640 and you hold the token, you'll be able to create your own front 728 00:39:17,640 --> 00:39:23,720 end for the DAP and then you'll get paid specifically for like 729 00:39:23,720 --> 00:39:25,240 what's going on inside of the DAP. 730 00:39:25,240 --> 00:39:28,080 So like you are kind of like, if you want to like put it in like 731 00:39:28,600 --> 00:39:30,960 a, a basic way, it's like, you know how like Uniswap Labs takes 732 00:39:30,960 --> 00:39:35,640 from the front end fees, like the user who created that front 733 00:39:35,640 --> 00:39:40,160 end would be able to make money off of the front end they 734 00:39:40,160 --> 00:39:42,040 created. So it's, it's about like 735 00:39:42,040 --> 00:39:44,160 empowering all the people that don't have like a lot of 736 00:39:44,160 --> 00:39:49,360 technical abilities, using AI to empower them and then launch all 737 00:39:49,360 --> 00:39:54,200 these like new creations. Sounds good well look sounds fun 738 00:39:54,200 --> 00:39:56,760 sounds sounds pretty sounds pretty exciting for you. 739 00:39:56,760 --> 00:39:59,400 So let us know how things go there and if everyone wants to 740 00:39:59,400 --> 00:40:03,800 build some daps on Solana, it won't go using AII mean hit up 741 00:40:03,800 --> 00:40:05,280 Troy right? Is that the best way to? 742 00:40:05,360 --> 00:40:08,000 Slap some Daps, guys, come and slap some Daps, launch some 743 00:40:08,000 --> 00:40:10,640 tokens. We got Dows ready for you like 744 00:40:10,640 --> 00:40:13,000 everything's there to go. So we look forward to seeing 745 00:40:13,000 --> 00:40:14,320 what everyone wants to bring to the table. 746 00:40:14,960 --> 00:40:16,560 All right, Troy, have a good one, brother. 747 00:40:16,560 --> 00:40:18,440 Thank you for coming. Hey, thanks for having. 748 00:40:19,080 --> 00:40:20,200 Me. All right, all right. 749 00:40:20,200 --> 00:40:23,280 Well, that was a wrap for the partner side of the of the show.