1
00:00:00,280 --> 00:00:03,960
Look at that hair I. 
Have a have a fan on because 

2
00:00:03,960 --> 00:00:06,680
it's so hot, but it's like 
blowing into my hair now? 

3
00:00:06,680 --> 00:00:08,200
Sure. 
Mate, Sure. 

4
00:00:10,000 --> 00:00:11,120
Getting ready for real vision, 
mate. 

5
00:00:12,560 --> 00:00:14,120
Oh, this will be under real 
vision for sure. 

6
00:00:15,760 --> 00:00:19,040
Just dial it up, dial up the the
power. 

7
00:00:20,520 --> 00:00:22,120
Really looking good the hair 
today. 

8
00:00:22,440 --> 00:00:23,160
Thank. 
You thank you. 

9
00:00:23,160 --> 00:00:24,200
I'm. 
Proud of you? 

10
00:00:24,520 --> 00:00:27,600
So is it sunny today in London? 
It's very it's there's a heat 

11
00:00:27,600 --> 00:00:29,400
wave, I would say. 
I would say it's a heat wave. 

12
00:00:29,400 --> 00:00:31,640
It's very hot. 
It's been it's been nice all 

13
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week actually, and I think it's 
nice this weekend as well. 

14
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Well, that makes me very happy 
for you. 

15
00:00:36,680 --> 00:00:43,000
What are you doing this weekend?
No, no big plans, just hanging 

16
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around. 
Not that bloody cot, eh? 

17
00:00:45,880 --> 00:00:47,800
Got, got, got to build. 
That Cot's not going to build 

18
00:00:47,800 --> 00:00:49,560
itself, mate. 
I am actually going to build the

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00:00:49,560 --> 00:00:51,440
Cot this weekend and that's the 
plan, That's the big plan. 

20
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Do you have like a spare bedroom
or is it just I think it you do,

21
00:00:57,400 --> 00:00:58,720
right? 
It's going right there. 

22
00:00:59,120 --> 00:01:01,280
Oh, right. 
OK, just sets for seven weeks 

23
00:01:01,280 --> 00:01:03,560
before the baby comes, never 
caught in the background. 

24
00:01:03,840 --> 00:01:06,480
No, we do. 
We do have a spare bedroom. 

25
00:01:06,600 --> 00:01:08,800
That's why we moved house, 
actually. 

26
00:01:08,800 --> 00:01:11,840
Because. 
Right, we use another room. 

27
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Yeah, for the baby. 
Well, that's been a that's been 

28
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a good, good move for you, 
right. 

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We'll get straight into things 
again. 

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You know for Oak, just me and 
OSF, I don't think we have a 

31
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guest today. 
The The Olive Project sold out. 

32
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Sold out. 
That's there we go. 

33
00:01:32,760 --> 00:01:36,560
That's what getting on FOMA out 
as project sell outs, yeah. 

34
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What do? 
You what do you got there? 

35
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I I actually got myself a little
iced coffee today because it's 

36
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very warm here in in Portugal as
well. 

37
00:01:47,720 --> 00:01:50,080
Are you You don't really drink 
coffee, but you you are partial 

38
00:01:50,080 --> 00:01:52,600
for an iced coffee. 
I'm partial to a nice, nice 

39
00:01:52,600 --> 00:01:54,800
sweet Milky iced latte or 
something, yeah. 

40
00:01:55,280 --> 00:01:57,480
It's basically a sweet milk for 
you, isn't it? 

41
00:01:57,880 --> 00:01:58,960
Yeah, for me. 
Coffee. 

42
00:01:59,040 --> 00:02:04,200
Just as much sweet. 
Milk with sugar, please. 

43
00:02:05,040 --> 00:02:06,760
Like condensed. 
You like condensed condensed 

44
00:02:06,760 --> 00:02:08,080
milk? 
I love about condensed milk. 

45
00:02:09,199 --> 00:02:13,280
I haven't had condensed milk for
a long, long time, but yeah, no.

46
00:02:13,280 --> 00:02:14,960
Why not? 
I can imagine that's that's part

47
00:02:14,960 --> 00:02:20,680
of your your diet for sure. 
Market is looking better today. 

48
00:02:20,720 --> 00:02:25,160
So we spoke yesterday about how 
you're a little bit disappointed

49
00:02:25,280 --> 00:02:28,080
and that we said, I think we 
actually called this one pretty 

50
00:02:28,080 --> 00:02:30,640
well, right. 
Like we said on on Monday and 

51
00:02:30,640 --> 00:02:33,600
Tuesday, we thought Bitcoin 
would go down to around 60 K and

52
00:02:33,600 --> 00:02:35,520
then we would decide if we're 
going to go higher or lower, 

53
00:02:37,120 --> 00:02:39,640
went down 60 K, we then bounced 
again. 

54
00:02:39,640 --> 00:02:41,240
We haven't reclaimed a higher 
high. 

55
00:02:41,240 --> 00:02:44,600
So this is just feels like we're
still going to be ranging. 

56
00:02:44,720 --> 00:02:48,080
So I think if I'll be very, very
wary of just like buying into 

57
00:02:48,080 --> 00:02:50,880
every single pump you see in 
majors because I don't know if 

58
00:02:50,880 --> 00:02:54,040
we're quite there yet, but 
definitely felt like a stronger 

59
00:02:54,040 --> 00:02:57,080
day. 
Weirdly, we saw an outflow on 

60
00:02:57,160 --> 00:02:59,680
both the ETF and the Hong Kong 
ETFs yesterday. 

61
00:02:59,680 --> 00:03:03,520
So. 
Outfits already in the Hong Kong

62
00:03:03,600 --> 00:03:05,200
ETF? 
Oh God. 

63
00:03:05,920 --> 00:03:07,960
They didn't want it. 
They didn't want it. 

64
00:03:09,000 --> 00:03:09,880
That they're both in there, just
like. 

65
00:03:10,720 --> 00:03:14,240
Asia is selling. 
Yeah, it's, I was surprised 

66
00:03:14,240 --> 00:03:15,960
about that too. 
But yeah, they've had two 

67
00:03:15,960 --> 00:03:21,320
outflow days already. 
So I didn't like that headline. 

68
00:03:21,880 --> 00:03:25,880
But in general quiet I wouldn't 
buy into much. 

69
00:03:25,880 --> 00:03:28,640
Still feels like a little bit of
a a market which lacks 

70
00:03:28,640 --> 00:03:30,360
direction. 
The one thing that has been 

71
00:03:31,440 --> 00:03:34,200
continuing to kind of lead the 
the the bounce though has been 

72
00:03:34,200 --> 00:03:39,440
Solana and mainly that's just 
because of meme coins coming 

73
00:03:39,440 --> 00:03:43,680
back again. 
If I'm honest you saw Solana 

74
00:03:43,800 --> 00:03:48,800
decks volume again overtake ETH.
I think Solana revenue is now 

75
00:03:49,560 --> 00:03:54,120
above 50% of of ETH as in like 
it's it's it's nearly catching 

76
00:03:54,120 --> 00:03:56,240
up with ETH. 
I think I I saw a piece 

77
00:03:56,240 --> 00:03:58,640
yesterday which is said that 
they think that Solana revenue 

78
00:03:58,640 --> 00:04:04,720
might catch ETH relatively soon 
because E fees are going down 

79
00:04:04,880 --> 00:04:10,280
because of the the the the fee 
switch from the the last EIP and

80
00:04:10,480 --> 00:04:13,920
Solana fees seem to be going up 
because of just the crazy amount

81
00:04:13,920 --> 00:04:16,600
of meme coins being launched. 
I think Tuesday was the most 

82
00:04:16,600 --> 00:04:20,440
meme coins or most new tokens of
which the majority of them are 

83
00:04:20,440 --> 00:04:22,280
meme coins ever released on 
Solana. 

84
00:04:22,280 --> 00:04:26,880
So we're just getting huge huge 
coins being released. 

85
00:04:26,920 --> 00:04:30,920
Mainly this is via pumped up 
fun, but you're seeing other 

86
00:04:31,560 --> 00:04:36,160
other platforms do it as well 
and Solana continues to dominate

87
00:04:36,160 --> 00:04:37,880
that. 
We can get into those stories 

88
00:04:37,880 --> 00:04:42,800
there, but how are you feeling 
on the on the sole ETH Bitcoin 

89
00:04:42,800 --> 00:04:47,480
ratio the most, the most boring 
and most talked about trifecta 

90
00:04:47,480 --> 00:04:49,840
ratio in crypto. 
Where where are you leaning 

91
00:04:49,840 --> 00:04:54,720
towards here? 
I do. 

92
00:04:54,720 --> 00:04:56,040
I've all. 
I mean, I still think. 

93
00:04:56,320 --> 00:05:00,160
I still believe in like the rule
of beta, so I do think Solana 

94
00:05:00,160 --> 00:05:04,240
will be the one that outperforms
them both if markets continue to

95
00:05:04,240 --> 00:05:07,560
go higher. 
The real one in question here is

96
00:05:07,600 --> 00:05:09,640
ETH BTC, because like 
theoretically ETH should be 

97
00:05:09,640 --> 00:05:12,000
higher beta than Bitcoin. 
But Bitcoin has outperformed ETH

98
00:05:12,560 --> 00:05:15,000
this year and that's the one I 
think we should be looking out 

99
00:05:15,000 --> 00:05:17,880
for. 
But I do think I think the ETF, 

100
00:05:18,000 --> 00:05:20,520
ETF rejection is going to be a 
turning point for ETH to the 

101
00:05:20,520 --> 00:05:22,720
upside. 
I think it's all priced in now. 

102
00:05:22,720 --> 00:05:25,080
It's going to get rejected and 
then the next few headlines will

103
00:05:25,080 --> 00:05:30,200
be about court cases and the 
next steps and all that kind of 

104
00:05:30,200 --> 00:05:31,720
stuff. 
So like, we're kind of like 

105
00:05:31,720 --> 00:05:34,280
fearing the bad news and we're 
going to get to the bad news, 

106
00:05:34,280 --> 00:05:36,920
but then after the bad news, 
there's going to be hope again 

107
00:05:36,920 --> 00:05:39,440
and good potential good news. 
So I think that's when ETH 

108
00:05:39,440 --> 00:05:40,960
starts to really outperform 
again. 

109
00:05:41,840 --> 00:05:43,480
It's my opinion. 
That's my bet, basically. 

110
00:05:43,480 --> 00:05:46,240
But. 
I don't know. 

111
00:05:46,240 --> 00:05:46,520
We'll see. 
I've. 

112
00:05:46,920 --> 00:05:48,440
Seen. 
I've seen lots of hot takes on 

113
00:05:48,440 --> 00:05:51,120
this. 
Yeah, it's been very easy to 

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00:05:51,120 --> 00:05:52,800
bash ETH over this period, I 
think. 

115
00:05:55,040 --> 00:05:56,960
I don't know. 
I really don't know. 

116
00:05:57,760 --> 00:06:02,240
Again, Anton was like he thinks 
sold Eve's dominance has hit all

117
00:06:02,240 --> 00:06:04,240
time highs like it's never 
coming back. 

118
00:06:04,680 --> 00:06:07,840
You. 
I was listening to the The Block

119
00:06:07,840 --> 00:06:09,800
Works podcast, which is a good 
one. 

120
00:06:09,800 --> 00:06:11,760
I don't know if you listen to 
that one, I know you don't 

121
00:06:11,760 --> 00:06:12,920
because you don't listen to any 
podcast. 

122
00:06:13,400 --> 00:06:16,920
But they they all came out being
a bit more bullish on ETH than I

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00:06:16,920 --> 00:06:19,560
thought they would be. 
That's like Arby Feldman who 

124
00:06:19,560 --> 00:06:24,800
used to run Golden Tree. 
That's Santi who's been a bit 

125
00:06:24,800 --> 00:06:26,400
more of a Solana bull to be 
honest. 

126
00:06:26,640 --> 00:06:29,720
But he they everyone came out 
like a bit more ETH bullish from

127
00:06:29,720 --> 00:06:31,840
that which I was I was surprised
about. 

128
00:06:32,720 --> 00:06:35,760
And then you have the Bitcoin 
Maxis again, just pointing to 

129
00:06:35,760 --> 00:06:38,480
the idea that all this stuff's 
about to be built on Bitcoin and

130
00:06:38,800 --> 00:06:41,680
everything else is a zero and no
one's going to get an ETF. 

131
00:06:41,680 --> 00:06:46,480
So I think right now I'm still 
in the Solana camp, but I do 

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00:06:46,480 --> 00:06:51,440
think that I actually think 
Bitcoin is the other one. 

133
00:06:52,040 --> 00:06:55,800
Like I I I don't really lose 
sleep not owning ETH but 

134
00:06:55,840 --> 00:06:58,600
sometimes I just feel like 
Bitcoin could just continue 

135
00:06:58,600 --> 00:07:01,840
going and everything else 
doesn't really catch up. 

136
00:07:01,840 --> 00:07:04,960
But I think that barbell is 
still where I where I'm at 

137
00:07:04,960 --> 00:07:07,720
Solana Bitcoin. 
But may maybe thought the ETF. 

138
00:07:07,720 --> 00:07:12,400
I do think that the ETF being 
rejected is not, is being seen 

139
00:07:12,400 --> 00:07:14,160
as like this terrible event. 
And actually it's just going to 

140
00:07:14,160 --> 00:07:16,840
be like, well, when is it going 
to be accepted? 

141
00:07:17,040 --> 00:07:19,440
Like they'll look later in the 
year or they'll look early next 

142
00:07:19,440 --> 00:07:21,440
year and be like right when it's
going to reapply, we're going to

143
00:07:21,440 --> 00:07:24,400
sue them and we'll see where 
that ends up, so. 

144
00:07:25,120 --> 00:07:26,120
I agree. 
That's why I think the second, 

145
00:07:26,280 --> 00:07:28,080
yeah, that's why I think the 
second-half of the year could be

146
00:07:28,080 --> 00:07:29,440
interesting. 
I think we're in this like 

147
00:07:29,880 --> 00:07:32,320
challenged period right now 
where it's like oh, like 

148
00:07:32,320 --> 00:07:34,040
rejection or that kind of stuff.
But then when you look to the 

149
00:07:34,040 --> 00:07:36,480
second-half of the year, you 
start to get these positive 

150
00:07:36,480 --> 00:07:41,960
catalysts again, like break 
cuts, potentially ETF, the 

151
00:07:42,000 --> 00:07:44,160
sequel potentially. 
Like there's some good things to

152
00:07:44,160 --> 00:07:46,560
look forward to. 
I think elections, some good 

153
00:07:46,560 --> 00:07:48,040
things to look forward to in the
second-half of the year. 

154
00:07:48,040 --> 00:07:50,800
And I think we just have to 
brave it through right now. 

155
00:07:52,240 --> 00:07:55,800
Yeah, yeah. 
And then in terms of the stuff 

156
00:07:55,800 --> 00:08:02,520
over the last 24 hours, we had 
blast came through with season 

157
00:08:02,520 --> 00:08:05,480
three, is it of it's gold like 
basically the distribution for 

158
00:08:05,480 --> 00:08:09,440
15,000,000 and it looks like the
one take away from that and it 

159
00:08:09,440 --> 00:08:11,720
now has a new tie ring, right. 
It has like a platinum tie ring 

160
00:08:11,720 --> 00:08:13,880
and something like that. 
And I think thruster got it. 

161
00:08:14,440 --> 00:08:18,360
The other one got a big was 
fantasy 2.1 million gold. 

162
00:08:19,880 --> 00:08:23,040
Obviously we don't know what 
what gold price is, but let's 

163
00:08:23,040 --> 00:08:28,560
say that's in the in the 10s of 
millions where I think that's 

164
00:08:28,560 --> 00:08:31,960
going to make people a lot more 
interested in that potentially 

165
00:08:32,320 --> 00:08:33,960
it's going to be kind of similar
to friend tech, right? 

166
00:08:33,960 --> 00:08:37,039
Like we spoke about this before 
you're you can lose money and 

167
00:08:37,039 --> 00:08:40,360
still make money because of the 
air drops that are probably 

168
00:08:40,360 --> 00:08:43,720
going to come to that ecosystem.
What's been going on there? 

169
00:08:43,840 --> 00:08:47,040
Because I, I have to admit, like
I've been so focused on The Dark

170
00:08:47,720 --> 00:08:51,480
and I wasn't made a hero because
I didn't set myself up in time, 

171
00:08:52,320 --> 00:08:54,760
so then I just didn't pay 
attention to it. 

172
00:08:54,760 --> 00:08:58,280
But what's happened to the 
What's happened to the the The 

173
00:08:58,280 --> 00:08:59,640
Kards since the end of season 
one? 

174
00:09:00,520 --> 00:09:06,720
So there was a bit of a sell was
yeah, it wasn't really after the

175
00:09:06,720 --> 00:09:08,960
the tournament, the second 
tournament finish, they had to 

176
00:09:08,960 --> 00:09:11,800
shut the first, the second, the 
main tournament down early 

177
00:09:11,800 --> 00:09:13,480
because there was a lot of 
botting. 

178
00:09:14,120 --> 00:09:19,000
And then after that, I think 
Kards took a dip, yeah, but then

179
00:09:19,600 --> 00:09:21,840
after they announced the gold 
last night, cards have started 

180
00:09:21,840 --> 00:09:24,840
to rally again. 
It does seem to me like there's 

181
00:09:25,240 --> 00:09:30,000
a compression in card prices 
like the rare stuff and the more

182
00:09:30,000 --> 00:09:32,200
expensive stuff is not really 
trading that well and seems to 

183
00:09:32,200 --> 00:09:34,120
be quite well offered. 
But the floor seems to be quite 

184
00:09:34,120 --> 00:09:36,800
well bid and I think people are 
realizing, well, if you know, if

185
00:09:36,800 --> 00:09:39,720
they ever won another last gold 
jackpot, that's kind of done by 

186
00:09:40,080 --> 00:09:47,600
number of cards rather than done
by, you know, Rarity and points 

187
00:09:47,600 --> 00:09:53,360
and all that kind of stuff. 
So that's the main reason. 

188
00:09:55,040 --> 00:10:01,440
So I was just to simplify it 
when versus peak portfolio, how 

189
00:10:01,440 --> 00:10:04,560
much you, how much did it go 
down to and where is it now? 

190
00:10:05,680 --> 00:10:08,560
It's tough to really judge 
because the just the portfolio 

191
00:10:08,560 --> 00:10:12,000
value is just based on illiquid 
numbers like if you own a rare 

192
00:10:12,000 --> 00:10:15,400
card you have two or maybe two 
or one listing that it's 

193
00:10:15,400 --> 00:10:17,800
benchmarking off of. 
So you know one of those like. 

194
00:10:18,720 --> 00:10:23,920
MFTS used to be like. 
A pegs or like a like a Suddenly

195
00:10:23,920 --> 00:10:26,640
your lost robbie's worth, like 
me. 

196
00:10:27,440 --> 00:10:29,040
Oh. 
Yeah. 

197
00:10:29,040 --> 00:10:31,360
So it's hard for me to judge 
because, yeah, it's hard for me 

198
00:10:31,360 --> 00:10:32,640
to judge. 
But I do have a couple of like 

199
00:10:33,320 --> 00:10:35,760
illiquid rare things and you 
can't really judge portfolio 

200
00:10:35,760 --> 00:10:37,800
value from those like. 
So at one point when I was like 

201
00:10:37,800 --> 00:10:41,240
extremely high and then it 
dropped by like 60%, but I could

202
00:10:41,240 --> 00:10:43,720
never monetize probably at that 
extremely high level, so. 

203
00:10:44,320 --> 00:10:46,680
I missed that. 
Don't you miss that about NFTS? 

204
00:10:46,760 --> 00:10:49,040
Like, remember when? 
We That was fun, yeah. 

205
00:10:49,360 --> 00:10:51,280
We used to come in to to just 
give a background to the 

206
00:10:51,280 --> 00:10:53,640
audience like we used to trade a
market which was more similar 

207
00:10:53,640 --> 00:10:55,840
like that. 
We used to trade distress and 

208
00:10:55,840 --> 00:10:58,800
high yield bonds. 
So like if there was no bid for 

209
00:10:58,800 --> 00:11:02,600
a bond like it would just go 
like down a lot. 

210
00:11:02,600 --> 00:11:05,000
And it's very similar to NFTS 
and that's why we came into this

211
00:11:05,000 --> 00:11:06,120
market because it felt so 
similar. 

212
00:11:06,120 --> 00:11:09,520
It was like very liquid. 
You could it was either A0 or it

213
00:11:09,520 --> 00:11:12,040
was going to be it was going to 
do well and like I enjoyed that 

214
00:11:12,040 --> 00:11:14,120
when we first came into trading 
because you could really make 

215
00:11:14,800 --> 00:11:17,880
bid offer like if you're a good 
trader you can kind of buy 

216
00:11:17,880 --> 00:11:20,200
things low and sell them high. 
Whereas now it's like there's a 

217
00:11:20,200 --> 00:11:23,960
floor bid for 1000 and and we 
just farm it lower and stuff 

218
00:11:23,960 --> 00:11:25,600
like that. 
It's like it's not it's not 

219
00:11:25,600 --> 00:11:29,160
where the skill set is. 
So maybe I should get involved 

220
00:11:29,160 --> 00:11:30,880
in this. 
It does feel like kind of fun. 

221
00:11:31,440 --> 00:11:33,920
It's fun to trade because it's 
also not on any other 

222
00:11:33,920 --> 00:11:36,320
marketplace. 
So the platform makes royalties,

223
00:11:36,320 --> 00:11:39,160
but there's no like farming bids
like there has like there's 

224
00:11:39,160 --> 00:11:42,080
another marketplaces. 
So it does feel a little bit 

225
00:11:42,080 --> 00:11:44,440
like trading again. 
And there's also like this 

226
00:11:44,440 --> 00:11:47,920
performance attached. 
There's performance attached to 

227
00:11:47,920 --> 00:11:50,200
these cards right? 
Because like they are the only 

228
00:11:50,200 --> 00:11:53,160
points and you know you have a 
it's it's kind of cool that you 

229
00:11:53,160 --> 00:11:55,360
can find some guy with like not 
many followers and he's quite 

230
00:11:55,360 --> 00:11:59,520
cheap and then he can suddenly 
blow up and it goes higher like 

231
00:11:59,520 --> 00:12:03,120
it's it is actually quite absent
of like trying to earn gold and 

232
00:12:03,120 --> 00:12:06,160
trying to farm this AirDrop. 
It is actually quite a fun game 

233
00:12:06,160 --> 00:12:08,360
I would say, Yeah. 
So if you have no time in your 

234
00:12:08,360 --> 00:12:12,080
hands and you're just in CT all 
day, you might as well get 

235
00:12:12,080 --> 00:12:14,000
involved basically. 
If you have something still 

236
00:12:14,160 --> 00:12:15,440
trading. 
Yeah, kind of feels like 

237
00:12:15,440 --> 00:12:17,640
something. 
I mean, I'm unbelievably busy at

238
00:12:17,640 --> 00:12:18,760
the moment. 
I don't know if you've noticed, 

239
00:12:18,760 --> 00:12:21,040
but my mandate minutes is going 
out like an hour and a. 

240
00:12:21,040 --> 00:12:23,040
Half late I did. 
I saw I got one the other day at

241
00:12:23,040 --> 00:12:25,080
like 2:00 AM or something else 
like I sent. 

242
00:12:25,080 --> 00:12:28,400
Out Mando, The weekly minutes 
last night at at midnight. 

243
00:12:28,720 --> 00:12:30,280
Because I'm just so. 
Busy. 

244
00:12:32,400 --> 00:12:36,520
So yeah, that one's been but 
yeah maybe I maybe I'll just get

245
00:12:36,520 --> 00:12:40,800
involved and and and play around
a little bit but so so and what 

246
00:12:40,800 --> 00:12:43,360
do you what do you buy You buy 
like a there's there's three 

247
00:12:43,360 --> 00:12:44,880
tiers, right or there's family 
tiers. 

248
00:12:45,240 --> 00:12:49,720
So you can buy a pack which 
would give you random cards, 

249
00:12:49,960 --> 00:12:52,920
yeah, but given the 
probabilities, it's quite low EV

250
00:12:52,960 --> 00:12:55,880
to buy a pack, right? 
To just get involved. 

251
00:12:56,400 --> 00:12:58,240
Yeah, and you can buy. 
You can have a common card, you 

252
00:12:58,240 --> 00:13:00,040
can have a rare card, you can 
have an epic card, and you can 

253
00:13:00,040 --> 00:13:04,120
have a legendary card. 
But if you have 5 common cards, 

254
00:13:04,120 --> 00:13:07,440
you can then choose to upgrade 
it to a rare card. 

255
00:13:08,000 --> 00:13:09,320
So how much is your common card 
I? 

256
00:13:11,000 --> 00:13:12,600
Don't know? 
Let's have a look. 

257
00:13:12,720 --> 00:13:16,240
How much is like an anthem one? 
And ansome one I think is 

258
00:13:16,240 --> 00:13:20,760
probably like 4 ETH, three or 
four ETH or so for a common 

259
00:13:20,760 --> 00:13:22,320
yeah, but ansome stats are 
crazy. 

260
00:13:22,320 --> 00:13:24,360
So he's like a guaranteed 
performer every week, right? 

261
00:13:24,720 --> 00:13:27,040
It's like, it's like, it's like 
imagine playing fantasy football

262
00:13:27,040 --> 00:13:31,760
and you get Harland or you get 
like Sergio Aguero back in the 

263
00:13:31,760 --> 00:13:34,200
day, or like or Suarez, where 
you just know they're going to 

264
00:13:34,200 --> 00:13:37,120
perform every single week. 
It's like those KSI videos. 

265
00:13:37,480 --> 00:13:40,040
Where where, where am I? 
Where do you reckon I I'd be on 

266
00:13:40,040 --> 00:13:42,240
this? 
I think you'd be ranked similar 

267
00:13:42,240 --> 00:13:45,640
to me there is. 
The way that these numbers work,

268
00:13:45,640 --> 00:13:50,600
I think is the best thing to 
have is high engagement and 

269
00:13:50,600 --> 00:13:52,880
views and low followers. 
So it's kind of like a ratio 

270
00:13:52,880 --> 00:13:54,680
thing. 
So we have quite a lot of 

271
00:13:54,680 --> 00:13:56,840
followers, but our engagement's 
like, OK, we don't, we're not. 

272
00:13:56,840 --> 00:13:58,040
You have more followers than me 
though, right? 

273
00:13:58,040 --> 00:14:00,360
I think you have like 50,000. 
More, yeah, but our engagement 

274
00:14:00,360 --> 00:14:04,000
is similar. 
So like for example like versus 

275
00:14:04,000 --> 00:14:05,800
like. 
Someone with like 20 K followers

276
00:14:05,800 --> 00:14:08,640
probably has can have a lot more
engagement than me, and 

277
00:14:08,640 --> 00:14:10,280
therefore their card's a lot 
more valuable than me. 

278
00:14:10,280 --> 00:14:18,280
So I think you know, on that 
basis it's it's a bit more 

279
00:14:18,280 --> 00:14:19,720
tricky, isn't it? 
You know, it's a bit more 

280
00:14:19,720 --> 00:14:21,200
tricky. 
But that's why someone like 

281
00:14:21,200 --> 00:14:25,160
Ansim or even Greg are like 
really expensive. 

282
00:14:25,160 --> 00:14:26,720
Because you. 
I love that he's involved, like 

283
00:14:26,720 --> 00:14:28,160
he's not really that crypto 
right. 

284
00:14:28,320 --> 00:14:31,080
He does follow me randomly 
because I think he follows me 

285
00:14:31,080 --> 00:14:32,680
for like the crypto news bit, 
but. 

286
00:14:33,280 --> 00:14:35,120
He's a really good. 
Yeah, he does. 

287
00:14:35,160 --> 00:14:38,080
I don't know why, I have no idea
like. 

288
00:14:38,440 --> 00:14:41,520
One of people and I'm one of 
them and I'm like what like I 

289
00:14:41,520 --> 00:14:45,200
think he he used to like comment
on on the on the man in minutes 

290
00:14:45,200 --> 00:14:47,520
I think he's like he's 
peripherally involved in crypto 

291
00:14:47,600 --> 00:14:49,400
but. 
It's pretty funny. 

292
00:14:50,240 --> 00:14:52,720
Someone like, someone like. 
Block race for example has a is 

293
00:14:52,720 --> 00:14:55,280
ranked 5th I think, but he only 
has 40,000 followers. 

294
00:14:55,280 --> 00:14:58,840
But his engagement ratio is 
pretty high versus his followers

295
00:14:58,840 --> 00:15:00,600
so. 
Yeah, so something like Tyler 

296
00:15:00,600 --> 00:15:03,200
would be a good one or? 
Yeah, Tyler's not on there yet, 

297
00:15:03,200 --> 00:15:04,440
actually, but he'll be a good 
one, yeah. 

298
00:15:06,680 --> 00:15:08,120
I am following Block. 
Crazy. 

299
00:15:08,120 --> 00:15:08,960
He's not following me. 
Nice. 

300
00:15:12,040 --> 00:15:13,640
OK, cool. 
All right, so I'm going to get 

301
00:15:13,640 --> 00:15:15,640
involved in that. 
That feels like that's going to 

302
00:15:15,640 --> 00:15:20,320
be the winner from the the gold.
We spoke about PAC Moon 

303
00:15:20,320 --> 00:15:23,400
yesterday, who won the Gold 
Lottery yesterday. 

304
00:15:23,920 --> 00:15:27,120
So it's not necessarily every 
day, there's just a probability 

305
00:15:27,120 --> 00:15:31,000
of every block winning, so. 
Who goes to 0? 

306
00:15:31,760 --> 00:15:34,480
Yesterday, there's no winner. 
Imagine if Pac-Man won again, 

307
00:15:34,840 --> 00:15:37,840
like the the scenes on the 
timeline would be pretty. 

308
00:15:38,480 --> 00:15:41,080
Frankly, frankly, just loses his
mind, yeah. 

309
00:15:41,920 --> 00:15:43,920
Frankly, we would lose their 
minds for sure. 

310
00:15:45,760 --> 00:15:47,280
God, I love it when frankly 
loses her mind. 

311
00:15:48,200 --> 00:15:49,960
Oh no, I've I've gone frozen. 
Hold on. 

312
00:15:51,320 --> 00:15:53,160
Yeah, you're frozen. 
You're gonna have to leave 

313
00:15:53,160 --> 00:15:54,160
awkwardly. 
Leave me again. 

314
00:15:54,160 --> 00:16:01,040
Yeah, yeah, yeah, you are. 
Just sort of look into space 

315
00:16:01,040 --> 00:16:02,720
while I wait for Michael to get.
Back. 

316
00:16:02,960 --> 00:16:04,240
I'm back. 
Oh, you're back. 

317
00:16:05,280 --> 00:16:11,040
So yeah, do you think, do you 
think if they win again, do you 

318
00:16:11,040 --> 00:16:13,720
think Pac-Man just has a cheeky 
Yeah, not for you. 

319
00:16:14,160 --> 00:16:15,920
Let's run it again. 
Run the algo again. 

320
00:16:16,040 --> 00:16:17,520
Yeah, I mean, we don't really 
know. 

321
00:16:17,720 --> 00:16:22,040
It's not. 
Run it, rerun it, boys. 

322
00:16:24,320 --> 00:16:31,200
Just blow on it does does feel 
like doesn't have frankly up his

323
00:16:31,200 --> 00:16:35,400
arse again, does he? 
All right, well, let's see what 

324
00:16:35,400 --> 00:16:38,240
happens. 
I am a buyer of PAC Moon on any 

325
00:16:38,240 --> 00:16:39,840
dip. 
I like that guy. 

326
00:16:40,160 --> 00:16:42,560
I like Lambo Land. 
I think he's a good bloke. 

327
00:16:45,080 --> 00:16:50,680
I did sell a little bit after 
the after I spoke to you about 

328
00:16:50,680 --> 00:16:54,080
it for this exact reason. 
Because I just felt like it, it 

329
00:16:54,080 --> 00:16:56,440
might not win again for a couple
of days and then people, right, 

330
00:16:57,040 --> 00:16:59,000
because it's so the the the LP 
is tiny. 

331
00:16:59,000 --> 00:17:01,600
I don't know if you've seen 
this, but like the LP like you 

332
00:17:01,600 --> 00:17:05,480
sell like 1% or like you sell a 
small amount not 1%. 

333
00:17:05,480 --> 00:17:08,000
So no. 
And that but and it it it like 

334
00:17:08,000 --> 00:17:11,839
gets absolutely smashed. 
So I'm definitely aware, yeah. 

335
00:17:11,839 --> 00:17:13,200
It needs more liquidity, I 
think. 

336
00:17:13,200 --> 00:17:16,040
I don't know what exchanges have
even started listing BLAST 

337
00:17:16,040 --> 00:17:19,359
tokens yet, but my hope is that 
yeah, which is great. 

338
00:17:19,880 --> 00:17:22,440
Definitely that's that's the the
problem about it. 

339
00:17:22,599 --> 00:17:23,880
That's how you know it's early. 
Yeah. 

340
00:17:24,880 --> 00:17:28,400
I think once you get BLAST, TGE 
and the token trades a ton and 

341
00:17:28,400 --> 00:17:30,960
it has this high FTV and all 
that kind of stuff, I think 

342
00:17:30,960 --> 00:17:35,200
you'll then start to see volumes
for the BLAST ecosystem increase

343
00:17:35,200 --> 00:17:38,040
for tokens, for tokens. 
And then I think that's not to 

344
00:17:38,040 --> 00:17:39,240
see exchanges list them, I 
think. 

345
00:17:39,600 --> 00:17:43,480
Did any exchange? 
Did any VCs like invest in 

346
00:17:43,480 --> 00:17:46,840
BLAST? 
Did any sorry, did any exchange 

347
00:17:46,840 --> 00:17:51,280
VCs? 
Oh, that is a good question. 

348
00:17:51,280 --> 00:17:54,760
I think it's on their website. 
Let's see. 

349
00:17:55,120 --> 00:17:57,480
I know they're often not 
related, but yeah, we should 

350
00:17:57,480 --> 00:17:58,880
have a look. 
Pac-Man Blur. 

351
00:17:59,400 --> 00:18:05,000
Oh no, that's not the investors 
paradigm Standard crypto. 

352
00:18:05,880 --> 00:18:07,600
Right. 
Eagle Cup No. 

353
00:18:07,600 --> 00:18:12,720
No exchanges. 
Andrew Kang Fuba Saka, OK? 

354
00:18:15,960 --> 00:18:18,120
Well, see, the buybit one's not 
called Buybit, right? 

355
00:18:18,120 --> 00:18:22,840
It's called ibit Ventures. 
Changed its name to something 

356
00:18:22,840 --> 00:18:25,840
else. 
Marana. 

357
00:18:26,560 --> 00:18:28,040
Marana, are they? 
Are they there? 

358
00:18:29,760 --> 00:18:32,720
So if Marana's involved, it's 
really by bit, but it's not by 

359
00:18:32,720 --> 00:18:34,000
bit. 
They're. 

360
00:18:35,560 --> 00:18:38,960
Not they're not on there. 
I don't see any exchange 

361
00:18:38,960 --> 00:18:41,440
ventures on there, no. 
OK, all right. 

362
00:18:41,440 --> 00:18:43,360
So we don't know. 
But yeah, they they are going to

363
00:18:43,360 --> 00:18:45,600
get definitely get listed. 
So it does seem like that's 

364
00:18:45,600 --> 00:18:48,800
something to pay attention to. 
And then our Solana meme coins. 

365
00:18:48,800 --> 00:18:53,560
Finally, the duck emerges. 
Finally up. 

366
00:18:54,120 --> 00:18:59,920
From I think I was sitting there
19 days lower out of 25 or 

367
00:18:59,920 --> 00:19:03,320
something ridiculous. 
I was carrying it, just coming 

368
00:19:03,320 --> 00:19:07,800
in each day working like a dog. 
We got a listing that that 

369
00:19:07,800 --> 00:19:10,200
rallied a lot. 
It's looking good. 

370
00:19:10,600 --> 00:19:11,800
I'm happy with my duck right 
now. 

371
00:19:13,000 --> 00:19:15,040
Community's on fire. 
And then you put out that thing 

372
00:19:15,040 --> 00:19:19,680
today about pump dot fun. 
Other pump dot other pump dot 

373
00:19:19,680 --> 00:19:21,560
fun. 
Coins are soaring. 

374
00:19:21,560 --> 00:19:27,920
So you've seen Mitchy went all 
the way up to 250 million, and 

375
00:19:27,920 --> 00:19:30,320
that was after Shark. 
Cat also had a big move, up to 

376
00:19:30,320 --> 00:19:31,920
like 200 million over the last 
few days. 

377
00:19:32,440 --> 00:19:34,320
So big, big moves there. 
I don't really know what 

378
00:19:34,320 --> 00:19:36,840
happened with Mitchy. 
Like I saw Anson put out a poll 

379
00:19:37,840 --> 00:19:40,360
yesterday, which is like which 
coin is which cat coin is going 

380
00:19:40,360 --> 00:19:44,600
to be the highest cat coin like,
and I think they may be won or 

381
00:19:44,600 --> 00:19:46,400
something like that. 
But then after that it just 

382
00:19:46,400 --> 00:19:51,080
fucking flew. 
So that one's been a big move 

383
00:19:51,080 --> 00:19:53,120
and then like I said, just a lot
of focus. 

384
00:19:53,160 --> 00:19:56,280
You just this Solana meme coin 
meta, everyone thinks it's going

385
00:19:56,280 --> 00:20:00,400
to die or it's about to die and 
then it just it wants more. 

386
00:20:01,080 --> 00:20:06,000
Like this is where the liquidity
is, whether you like it or not. 

387
00:20:06,440 --> 00:20:07,360
Which is? 
Where it is? 

388
00:20:08,440 --> 00:20:10,200
Solana being strong has 
definitely helped. 

389
00:20:10,360 --> 00:20:14,400
I don't think we've seen the end
of Solana meme coin season with 

390
00:20:14,400 --> 00:20:17,600
being strong has definitely 
helped and I think the pump dot 

391
00:20:17,600 --> 00:20:20,400
fun narrative is a thing. 
And it's pretty crazy. 

392
00:20:20,400 --> 00:20:27,800
Like the top top 3 coins are 
Mitchy Shotcat and Epic Dark 

393
00:20:28,800 --> 00:20:32,720
Mitchy's at 250 mil wherever it 
is, Shotcat's at 175 where it is

394
00:20:32,720 --> 00:20:35,120
and Epic Duck's at like 20 mil 
wherever it is. 

395
00:20:35,120 --> 00:20:36,840
And that's a big that's a 
shield. 

396
00:20:36,960 --> 00:20:39,000
That's a shield right there. 
But yeah, it does show you that 

397
00:20:39,000 --> 00:20:41,560
they're like, there is. 
Just saying numbers, man. 

398
00:20:41,600 --> 00:20:43,840
I'm just stating facts, facts 
and numbers. 

399
00:20:44,480 --> 00:20:46,360
What I would say. 
No predictions, just facts and 

400
00:20:46,360 --> 00:20:47,680
numbers. 
They're cleaner. 

401
00:20:47,680 --> 00:20:50,400
Coins, if they work out, there's
a lot of rugs I'm pumped up on 

402
00:20:50,400 --> 00:20:51,880
too, so you have to be very, 
very careful. 

403
00:20:51,880 --> 00:20:56,880
But like they are clearly more. 
And if I was to pick the coins 

404
00:20:56,880 --> 00:21:00,080
that have really mooned, what 
are the other coins that have 

405
00:21:00,080 --> 00:21:02,000
really mooned over the last 
couple of months? 

406
00:21:02,080 --> 00:21:04,840
They have been those two coins. 
And then there's this Hammy coin

407
00:21:04,840 --> 00:21:07,320
which I I don't really know how 
Hammy was crazy but it wasn't a 

408
00:21:07,320 --> 00:21:10,680
pumped up fun. 
But other than that, it's been 

409
00:21:10,680 --> 00:21:15,760
like very organised cabal, like 
a MEW. 

410
00:21:16,080 --> 00:21:19,480
Or what was that other one, that
Maneki where it was like, OK, 

411
00:21:19,560 --> 00:21:24,520
OK, let's calm down. 
Asian Capcom coming to Market 

412
00:21:25,280 --> 00:21:28,520
like? 
And in, oh, it's opened at 200 

413
00:21:28,520 --> 00:21:31,640
million and it's already listed 
on LKX, OK. 

414
00:21:34,160 --> 00:21:36,640
And then this has been down only
since, but like the actual only 

415
00:21:36,640 --> 00:21:39,400
ones which felt relatively 
organic have been these have 

416
00:21:39,600 --> 00:21:43,320
been these pumped up Funko. 
And so I do think, and I am, I 

417
00:21:43,320 --> 00:21:46,800
am spending there's a guy who 
now who's now like a community 

418
00:21:46,800 --> 00:21:54,000
leader mod for for Epic who is a
who actually came in because of 

419
00:21:54,000 --> 00:21:56,280
pumped up fun. 
And he's like got this whole 

420
00:21:56,280 --> 00:21:58,960
strategy around it. 
And like, there's clearly a lot 

421
00:21:58,960 --> 00:22:01,800
of people who are spending a lot
of their time either pumped up 

422
00:22:01,800 --> 00:22:03,480
fun, he showed me. 
There's like a competitor 

423
00:22:03,480 --> 00:22:06,160
launching now for pumped up fun 
with like cleaner UI or like 

424
00:22:06,160 --> 00:22:09,880
people are on photon and like 
photons making it super easy. 

425
00:22:09,880 --> 00:22:14,760
But it does feel like if you're 
not spending your time trying to

426
00:22:14,760 --> 00:22:19,240
get blast points, then get 
yourself a strategy around pump 

427
00:22:19,240 --> 00:22:20,920
dot fun. 
That's what I would say. 

428
00:22:21,040 --> 00:22:23,760
Like there are people doing it 
and they're doing it I think 

429
00:22:23,760 --> 00:22:25,480
relatively well. 
There's obviously some bots 

430
00:22:25,480 --> 00:22:27,760
doing it as well, but it does 
feel like there's a lot, there's

431
00:22:27,760 --> 00:22:29,280
some serious stuff going on 
there. 

432
00:22:30,360 --> 00:22:34,480
So those are the two things I 
think if I had more time I would

433
00:22:34,720 --> 00:22:38,200
be focusing on in terms of 
broader crypto. 

434
00:22:38,200 --> 00:22:42,600
Then there wasn't really, there 
wasn't really much. 

435
00:22:42,640 --> 00:22:44,840
I saw there's a there's Have you
seen what's been going on in the

436
00:22:45,000 --> 00:22:49,280
in this Not coin. 
No, what's that again, Is that 

437
00:22:49,680 --> 00:22:53,120
that rings a bell? 
So not coin is like the meme 

438
00:22:53,120 --> 00:22:56,840
coin of the Ton community, which
is the Telegram community. 

439
00:22:58,840 --> 00:23:02,800
And weirdly, the telegram coin 
ton hasn't been listed on a 

440
00:23:02,800 --> 00:23:05,040
bunch of exchanges, but it now 
looks like they're going to list

441
00:23:05,040 --> 00:23:08,360
the meme coin. 
So this not coin which is 

442
00:23:08,360 --> 00:23:11,520
basically just the meme coin of 
Ton got listed and now everyone 

443
00:23:11,520 --> 00:23:15,040
thinks that ton itself, which is
the telegram coin essentially is

444
00:23:15,040 --> 00:23:19,520
going to get listed too. 
Which I think was which I 

445
00:23:19,520 --> 00:23:20,880
thought was like super 
interesting. 

446
00:23:22,960 --> 00:23:26,520
But I I don't. 
I think the ton L1 is one of the

447
00:23:26,520 --> 00:23:29,920
only ones which I'm like this 
could be super interesting but 

448
00:23:29,920 --> 00:23:33,040
there's there has been some hot 
takes on Ton and and telegram in

449
00:23:33,040 --> 00:23:36,040
general after the TikTok ban. 
I don't know if you've you've 

450
00:23:36,040 --> 00:23:38,160
seen any of this stuff have you?
Have you? 

451
00:23:38,640 --> 00:23:43,120
No. 
So Telegram itself is actually 

452
00:23:43,120 --> 00:23:48,040
owned by a Russian, a Russian 
bloke who lives in Dubai. 

453
00:23:48,520 --> 00:23:54,200
And after the move that they 
banned TikTok in the US, you 

454
00:23:54,440 --> 00:23:57,560
know, like they passed to have 
that ban and Tik Tok's now suing

455
00:23:57,560 --> 00:24:00,000
the US. 
But there's been a lot of focus 

456
00:24:00,000 --> 00:24:04,600
on whether they're going to go 
after Telegram next because the 

457
00:24:06,120 --> 00:24:15,160
I think the algorithm for the 
for the security for the is is 

458
00:24:15,160 --> 00:24:20,000
proprietary and obviously owned 
by like a Russian living in 

459
00:24:20,800 --> 00:24:25,160
living in the UAE. 
And there's like a lot of focus 

460
00:24:25,160 --> 00:24:29,400
that they may step in because 
you know, like whether you like 

461
00:24:29,400 --> 00:24:35,360
or not, TikTok got attacked by 
the big US. 

462
00:24:36,240 --> 00:24:40,560
It's big benefit to like the big
US social media giants like like

463
00:24:40,560 --> 00:24:43,960
Facebook which owns Instagram 
and Google which owns YouTube, 

464
00:24:43,960 --> 00:24:49,280
that that tik toks may be gone. 
And similarly if they get rid of

465
00:24:49,280 --> 00:24:53,440
Telegram, you have Apple 
iMessage, you have, you have 

466
00:24:53,960 --> 00:24:56,960
WhatsApp. 
I think Microsoft owns Discord 

467
00:24:56,960 --> 00:24:59,520
now or or does it? 
I forget like it maybe it pulled

468
00:24:59,520 --> 00:25:03,000
out but like definitely there's 
a lot of focus on maybe Telegram

469
00:25:03,000 --> 00:25:07,280
could be the next one in the 
crosshairs in the US but I don't

470
00:25:07,280 --> 00:25:10,880
know Telegram I love because I 
feel like it's so crypto 

471
00:25:10,880 --> 00:25:14,040
friendly but I would it's 
definitely something to be I 

472
00:25:14,040 --> 00:25:16,680
like Telegram but I think there 
could be a headline there. 

473
00:25:16,680 --> 00:25:19,480
But yeah there's some 
speculation so that one's been 

474
00:25:19,480 --> 00:25:22,880
rallying all coins were were 
rallying. 

475
00:25:23,080 --> 00:25:25,520
Quite a few of the AI coins have
been bouncing actually they've 

476
00:25:25,680 --> 00:25:27,680
they've definitely been the best
performer of the last week 

477
00:25:27,680 --> 00:25:31,200
alongside memes. 
So a lot of those like those 

478
00:25:31,200 --> 00:25:35,400
stories like are we even render 
and the coins that you you 

479
00:25:35,560 --> 00:25:38,520
didn't really know what they 
were doing they've been rallying

480
00:25:38,520 --> 00:25:42,240
again but but that and meme 
coins have been a bit been the 

481
00:25:42,240 --> 00:25:45,760
two strongest but but other than
that the stories in in crypto 

482
00:25:45,760 --> 00:25:50,280
were mainly just around the fact
that Solana again is is is is 

483
00:25:50,280 --> 00:25:55,120
dominating and and there was 
some I think the the Eigen layer

484
00:25:55,120 --> 00:25:58,040
claim goes Live Today but given 
it's untransferable I don't 

485
00:25:58,040 --> 00:26:01,840
think anyone anyone really 
cares. 

486
00:26:02,280 --> 00:26:07,040
Yeah, in terms of in terms of 
NFTS, we saw another alien punk 

487
00:26:07,040 --> 00:26:12,720
cell and but it's still 
relatively quiet. 

488
00:26:12,720 --> 00:26:14,640
I think there's been a lot of 
stats recently about how like 

489
00:26:14,640 --> 00:26:18,640
the number of traders on fantasy
is is already eclipsing NFTS. 

490
00:26:18,640 --> 00:26:21,040
It feels like the whole NFT 
community has just paused it 

491
00:26:21,040 --> 00:26:22,320
there, right? 
And like you said, it's more 

492
00:26:22,320 --> 00:26:25,240
fun, but it's more fun isn't it 
feels like. 

493
00:26:26,200 --> 00:26:30,320
Thing about NFTS is I just think
they're what I realized is 

494
00:26:30,320 --> 00:26:32,160
they're just dead on ETH right 
now. 

495
00:26:32,160 --> 00:26:35,440
Like there's a lot going on. 
There's obviously been a lot 

496
00:26:35,440 --> 00:26:36,600
going on in ordinals this. 
Year. 

497
00:26:36,600 --> 00:26:39,520
We say that as founders of an 
NFT protest on ETH, right? 

498
00:26:39,520 --> 00:26:41,400
It's just like it's just tough. 
Like what you what you meant to 

499
00:26:41,400 --> 00:26:44,880
do? 
Yeah, and then, you know, 

500
00:26:45,280 --> 00:26:47,600
there's NFTS are trading on 
blast right now and obviously 

501
00:26:48,040 --> 00:26:50,400
that's because people are 
incentivised to trade them. 

502
00:26:50,400 --> 00:26:55,880
But you know it just makes you 
realize that maybe unless the 

503
00:26:55,880 --> 00:26:59,720
NFT is like a truly a 
collector's item and it makes 

504
00:26:59,720 --> 00:27:04,240
sense to be on ETL one and 
potentially high value NFT or 

505
00:27:04,240 --> 00:27:05,640
whatever. 
It has some good problem on it. 

506
00:27:05,640 --> 00:27:09,080
So it's meaningful. 
It's tough for new. 

507
00:27:09,080 --> 00:27:11,800
It's tough to bring new stuff on
ETH. 

508
00:27:11,800 --> 00:27:14,680
Like I like I did that PD5 in 
ETH beginning of this year and 

509
00:27:14,680 --> 00:27:18,720
it's just like I really wish I 
did it on even Solano, just 

510
00:27:18,720 --> 00:27:21,880
something else it would have 
just isn't it way better just I 

511
00:27:21,880 --> 00:27:25,200
did it on ETH it just like it 
was great people. 

512
00:27:25,480 --> 00:27:27,200
Blast. 
Yeah, if you're not on BLAST, 

513
00:27:27,200 --> 00:27:29,680
for example, it would have been 
an epic collection to have done 

514
00:27:29,680 --> 00:27:33,440
on blast. 
It would literally would be 10 

515
00:27:33,440 --> 00:27:35,480
times the value if it was on 
Blast right now. 

516
00:27:35,800 --> 00:27:37,080
And that's crazy, right? 
Yeah. 

517
00:27:37,240 --> 00:27:39,840
And that's that. 
I think it's, it's really what 

518
00:27:39,840 --> 00:27:41,560
we spoke about yesterday, which 
is like there hasn't been that 

519
00:27:41,560 --> 00:27:43,200
many users have come in this 
cycle. 

520
00:27:43,200 --> 00:27:45,560
So people are just going where 
they can make the most money. 

521
00:27:46,440 --> 00:27:48,200
There's a lot of finger 
pointing, but like you just have

522
00:27:48,200 --> 00:27:51,120
to just be like, you know what 
kind of like there's not really 

523
00:27:51,120 --> 00:27:52,960
much you can do about it if, 
like you said, if you've done a 

524
00:27:52,960 --> 00:27:56,080
collection on Blast or in 
Salaam, maybe not Solana. 

525
00:27:56,160 --> 00:27:58,320
I don't think Solana. 
I mean, NFTS have really had 

526
00:27:58,320 --> 00:28:02,600
that good of, but if there's 
anything around an AirDrop, it's

527
00:28:03,920 --> 00:28:06,120
it's like a good time to be 
gone. 

528
00:28:06,160 --> 00:28:07,800
Yeah, he's he's just taken 
another. 

529
00:28:08,080 --> 00:28:10,960
So I say, is there any reason 
why we just got wrecked again in

530
00:28:10,960 --> 00:28:12,480
the last five minutes? 
Not. 

531
00:28:14,080 --> 00:28:17,760
Even too sure I don't really 
have one jar open at the moment,

532
00:28:18,240 --> 00:28:22,360
but yeah, I don't know. 
Solana's still looking all 

533
00:28:22,360 --> 00:28:24,000
right, but it does feel as 
though. 

534
00:28:24,200 --> 00:28:26,080
Bitcoin and Heath just 
destroyed. 

535
00:28:27,440 --> 00:28:29,920
It had been a strong week for 
stocks. 

536
00:28:29,920 --> 00:28:31,080
I don't know how are stocks 
trading. 

537
00:28:32,560 --> 00:28:35,840
Stocks are trading. 
Unchanged. 

538
00:28:36,400 --> 00:28:38,800
Unchanged, smaller, I don't 
know. 

539
00:28:40,000 --> 00:28:42,840
I think we'll be fine. 
Who's saying? 

540
00:28:43,640 --> 00:28:46,040
Apparently consumer sentiment 
numbers came out, but I don't 

541
00:28:46,040 --> 00:28:48,440
really know what. 
I don't think I love how on 

542
00:28:48,440 --> 00:28:52,160
these macro things, tradify 
doesn't even move and crypto is 

543
00:28:52,160 --> 00:28:55,520
like oh like right scripto is 
liars like. 

544
00:28:55,840 --> 00:29:03,640
What Stagflation. 
Yeah. 

545
00:29:03,640 --> 00:29:06,480
It's not what you mean. 
It's like we it's so obvious 

546
00:29:06,480 --> 00:29:08,680
that when nothing is happening 
in crypto, when there's no 

547
00:29:08,680 --> 00:29:15,000
actual net inflows to the Ponzi,
like narrative follows price. 

548
00:29:15,000 --> 00:29:17,920
Like we just sit here and just 
go like oh it's down there for 

549
00:29:18,360 --> 00:29:23,440
we must talk about how one small
like the the Fed Beige Book came

550
00:29:23,440 --> 00:29:29,880
out and and and we're going 
we're going down to zero. 

551
00:29:30,840 --> 00:29:41,160
Yeah Michigan Michigan Philly 
Fed came out hog futures 

552
00:29:41,440 --> 00:29:47,160
particular time guys you're 
you're paying attention on my 

553
00:29:47,160 --> 00:29:51,920
lean hog's hat. 
OK. 

554
00:29:52,280 --> 00:29:53,720
Yeah. 
I I think, I think that's kind 

555
00:29:53,720 --> 00:29:55,680
of kind of broadly it for today,
I know.

