Yo-yo, yo-yo yo, what up, what up?
Good morning. Good morning, GMG.
Tuesday, December 31st, 2020. Oh, it's my last time doing
this. 444444 Look. At that, another beautiful day
to have a beautiful day. I got my clothes.
That was Mando. Mando.
Mando.
There you go. There you go.
I don't have a producer in the house, so I got to do it myself.
Oh, I could I figure it out. Mando.
Good morning. Last GM of the year.
How you doing today? Fantastic.
What a day. What a day dude.
What a nice end of year right it go.
It is nice. You know, you think Bitcoin's
going to going to go back to 100 KGS for the lows today.
Just just end the year at 100 grand 100 bands.
Maybe I I think Bitcoin could chop here for a little bit.
AI coins on the other hand are fucking insane.
Yeah, yeah, it is true. It is, it is true.
AI coins are absolutely ripping. Listen y'all, there is no
producer, there's no Tyler. It's just Mando and I shooting
the shit today for the last show of of the year.
So let me let me get this straight.
So we have Robit loot box spins later today.
Then we have obviously we're going to chat markets.
Let me send the coast and went to myriad.
Let's just chat about everything.
Let's just chat about what happened this year Funny shit,
good shit, bad shit. Let's let's make some
predictions for next year and everything.
Let me see the the the broadcasting post on FOMO.
There it is Love to see that here's a link.
I'll be sent to you. Yeah, it's 100%.
Let me let me send you. OK, here's a broadcast link Bang
there you go. Let me post that up over here,
so we're good see see Sims, I'm in control now.
I know how all this stuff works. There you go anyways, today on
the show, we'll go through our stuff and you know the sponsors
today the sponsors will cut me some slack galaxies and fair
side network. We love you guys.
Thank you for supporting the show and then I'm going to
prepare fun mood box during the show so that we can we can give
away some dope ass NFTS. I can probably put some rugrido
NFTS back in there. Not that we're we actually have
a price that's not like 0.006 ETH.
So it's so I think people will probably want those together
anyways. Man, though, dude, man, where do
we even start with this show today?
What should we play your Jingle one last time for the year?
Should we should we even just, you know what?
Let's just do it one more time for the end of the year.
Who? Is the man.
'S Nacho daddy of the land. Can you take it, GM?
So yeah, crazy ends of the year, it feels like, Maybe not if
you're just looking at Bitcoin and stuff, but the Bitcoin did
bounce. So that 92K level, we went to 91
1/2 and then hung out there for about an hour or so and then we
bounced. Interestingly, micro strategy
was lower again yesterday. So that's still kind of like an
underlying tension, I think in the Bitcoin market.
But we bounced majors all bounce.
Solano is slightly outperforming again here today, but have a
good day across the across the board.
I think you'd be pretty blind to see that to have missed kind of
what's been going on AI coins by this stage.
If anything, it's only getting even bigger every day I come in
and every day it's gotten more crazy.
So you had AI16Z flipped with Ampengu today as the well, it's
not really a meme coin, but like that kind of tells you if you've
been fading it, as I've been saying for so long now, if
you've been fading all this time, stop.
It's, it is, I think this stuff, even if it, you know, you sell,
buy it on a retrace like this stuff is going insane.
Yeah. So 2 billion for AI16Z Virtuals
is nearly about to hit 4 billion.
It looks like zero, bro. Yesterday announced a very
similar sort of tokenomics change to what caused the pump
in AI16Z. That is now at $620 million.
AIXBT hit $600 million. That got investment from
Quantum, the Quantum Cats team and got a Quantum Cats I think
sent to them as well. Yeah, I think sent.
I mean, it has the extras wallet now.
So was it set? Oh yeah.
And they sent them a second one too.
So they sent it to them. Yeah, I thought it bought it on
its own at first, but I don't think it has a capacity.
Yeah, no, it didn't. A number of like the mid tier
ones. I would say it's like Griffane,
Ark all of these hit new highs. Infra has definitely been the
play of the last month or less. Yes say 3 weeks as far coin and
and GOAT kind of cooled. But these infra plays I've just
gone insane. Like the ones I think are the
most interesting. AI16Z is probably the most
interesting in terms of info for me.
I still think it's because it's got the open source bit.
Like they probably got the best chance to have like a very
successful marketplace now that they've changed over tokenomics.
The main thing they did last Friday was they changed
everything about the token, right?
They basically said, hey, we're not going to be a Dow anymore,
or at least that's not going to be the main thing about a Dow.
We're going to release a marketplace similar to virtuals.
And then Zerobro basically announced the same thing
yesterday, although Zerobro we doesn't have the same sort of
wider appeal as a as, as you know, hasn't had to have the
same sort of downloads that sort of stuff.
Then Ark is a similar sort of one.
This is built with rust. Fuck brother, I put this this.
This bag is nearly as bad as my goat bag at this stage.
What the? Fuck.
Well, easily nearly. It's like this stuff has gone
insane. It's like small buys of of these
infra plays. AI16C did a double doubling
since that news came out on Friday.
Like this whole thing, because what they're basically people
now trying to say are what people are now trying to say is
these these can be L ones. So like you could do things with
them. They could be like any
transaction that you do using these agents could then be like
the gas fee in some sort of way. They could be used to like
create the agents for trading between the agents, all that
sort of stuff. So like people are now starting
to view them in a different lens that like particularly the ones
with the big open source frameworks or like really
popular frameworks that these could be valued in a in like a
different sort of way. Now that was something that that
was probably spoken about like a month ago, but none of the
tokens were designed like that. Like none of the tokens were
really designed to, to apart from virtuals, which is like the
best flywheel. Now they've all within the space
of a week changed the flywheels. So like you have very different
sort of tokens being spoken about kind of across the board.
So yeah, kind of kind of insane move across the board and a
bunch of those. And yeah, I don't really know
what to to like make of it here. Like I, I was speaking to Obie
about it because every single day, every single day for the
last two months I've been saying to him, hey, you need to pay
attention to this. Hey, just like I did with you at
the start and then you started buying things and he still.
Hasn't come on the show because you're calling him out.
No, no, I didn't call him out. I just said I've been telling
him to do that. And his, his his response to me
was, oh, you know, I just, I don't have time to look at all
this stuff, which is very fair. I think that is one of the main
things that I, you know, I think you have to accept is that like
the attrition and the between some of these tokens can be
very, very high. Like you probably need to pay
attention to it in the same way pay attention to like NFTS
during the last cycle. But this stuff is just going
crazy and it's got this like normally normally appeal and I
think what the normally appeal is really is that these agents
could maybe could actually be the product market fit here for
crypto at the moment. There's a lot of like anti
feeling around this because they're just chat bots and
they're like they're just laughing, which is 100% true.
Like if you go on to virtuals right now, all the tokens are
basically just chat bots. All the tokens that have been
created so far, like 90% of them are just chat bots.
But you've started to see the, the, the changing of is that
like maybe they could turn into trading in the next six months.
So they start to do stuff. Maybe they could be, maybe they
could give you advice, which is kind of the AIXBT model,
although I think that token may maybe now they're trying to like
make a Bloomberg Terminal out of it.
But maybe, like the other thing is maybe they could be used to
buy things for you, you know, like moon pay and Shopify all
integrated with with Solana now. So you could be like, hey, to
this agent, Hey, could you do my shopping for me on on Amazon?
Could you could you pay my bills for me?
Like all as soon as these all these different things have a
crypto front end, then suddenly these agents can be doing quite
a lot more. So like a lot of people are
being like, Oh, well, at the moment they're just chat bots.
Yes, 100%, but I think what we're we're now starting to go
into the realm of is number one, they can do stuff in crypto.
So they could do payments in crypto, they could do trading in
crypto. They could do, I don't know,
defy stuff for you in crypto. But then it's also outside of
crypto. Like if you if you tell your
normally friend for OK, I got this bot that pays all my bills
for me IRL, like pays my Netflix, pays my Shopify.
Yeah, or like looks for deals for me on different things.
I actually think that this could people are now viewing, this is
like, OK, well, this could be bigger than that.
It could. It's not just like a crypto
specific thing. And although we're completely at
the foothills of this and like there's a lot of big concepts
about what it could be. It just so reminds me of the
beginning of NFTS, you know, like where people have huge
views about what they could do with these things.
And in the end, like 18 months down the line, it all kind of
fell apart and it never really happened.
But we're at this started in October.
This would be like need to remember like this is like March
of NFTS 2021. We're in right now if that that
started in December, we're in March and that ran for another
at least another year. We had a horrible April and then
we pumped. But but different things ran
right. It didn't actually.
It had a horrible April. But then everything ran again
and board apes hit their high in May of 2022.
Yeah, that just minted in April, so end of April then May then
you know. No, no, it's in like the next
year. Oh yeah, 15 months after that,
like. And that was.
Peak we're going to build the metaverse other side mint right
like that's. Crazy.
I just people, I think people are fading this well before the
time that people should be fading it.
I just think that like this stuff can just keep going.
So there's a lot of laughing, There's a lot of blue sky
thinking like, Oh my God, this is going to change the complete
world. And maybe that doesn't work out.
And I'm fully, fully, fully cognizant of all of that.
But what I'm starting to see, and I do that other show with
invest answers on a Monday, right.
And that show is traditionally been very anti meme.
Like they don't like memes or like the viewers don't like
memes and they wouldn't have probably liked NF TS life cycle,
but they like this stuff. They're like, oh, you know, this
is really interesting. This is tech.
You know, this is like what I think we're going to see here is
a rotation from altcoins into this stuff.
Like I, I think originally what we saw is like this took away
from other meme coins. What I think we're about to see
is like the total market gap of all these AI agents is 13
billion or 12 billion, something like that.
XRP is 200 billion. XRP is 200 billion.
For what? No one really uses it.
I I generally want to know for what?
Like I I don't even want to talk about it.
And I'm telling you that this space is now 12 billion and I
think it has the potential to on board millions, hundreds of
millions of people to products that could be created for off
the back of it as well. It's gone to 14 billion today.
Is that the entire time? The the the the entire time?
For me, the actual like, OK, that's the word.
Like the special thing about it was not AI.
It was actually blockchain adaptation to it because people
care about it once there's a price action, price touch
attached to it at in some it really clicked for me overnight.
Think I like finally, like let go of like the oh, I don't have
time for it, or oh, it's worthless.
Like I don't think any of these need a coin for what it's worth.
But if the coin is attached to a mind share, why could this not
be worth more than an image of a dog with a hat?
I think, I think the the reason for the coin for a lot of them
was tough at the start for sure. But now that they're creating
these flywheels and the same with the virtuals is like I can
imagine like why do you need a coin for an L1?
It's why. Do you?
Why does it's? For a gas token, it's for a gas
token. So if this become please turn to
L ones or they start to come into marketplaces, we have to
buy the coins or maybe you have to buy a subscription to a
particular AI agent in a coin. They they're really, there's
really been a step change in tokenomics.
That's basically what happened here.
Like everyone was super bullish on them.
And then AI16Z basically said, hey, we have this old
tokenomics, which is this Dow. We ain't going to do that
anymore. We're going to do what the best
tokenomics thing was, which is virtuals.
And now every single one of these other coins has basically
said yeah, yeah, that's the thing.
And that's why you see AI 16 went from trading at 900 million
to 2 billion. You've seen zero bro trading
from 300 million to 620,000,000. You've seen Griffane Ark both do
two or three. Look at the seven day changes in
in in in prices right like. This website is in.
XPTT is up 80% versus up 20 AIC. This is just because AI16Z
decided to change this tokenomic and all these other ones and now
it's time to see the same thing. So AISBT is now running because
people are like, well, AISBT could probably do the same
thing, right? Like we could now we could now
create agents for you in in crypto that do kind of the, you
know, the genius bar stuff for crypto, right?
So all of these agent coins are now shifting into infracoins and
whether that is like saturated already.
It feels a little bit saturated and not going to lie, but I also
think that that shift has meant the AI coins can go higher and
virtual's is trading at $4 billion despite no one really
using virtual agents every single day, right?
Like there is. I just think that this stuff has
really wild normie appeal that people in people in the meme
coin space maybe don't appreciate.
Like I don't know what the altcoin market cap is like if I
go to others what's what's the others market cap?
Let me tell you that's. Outside the top ten, right,
that's 350 billion OK of others, of which I would assume like a
decent chunk of that is memes. So let's say that's like, well.
If 345 billion are others, I see memes.
Isn't there a thing for memes? Yeah.
Memes. Memes.
I think it's about 100 billion for memes at the moment, but
that would include doge and I think doge is in the top 10.
So like I would say I've. Heard of that, a four, a fourth
of that quarter, quarter of that.
Quarter of that is probably memes.
Something like that. It's.
Fair. So we're talking about like $250
billion of vaporware altcoins to a large extent.
Right, this looks bottomless. Fuck right there like right
others looks like it's. It actually looks like the
Solana chart, ironically. Like and I think there is a type
like clearly I've said on this chart, I went, I went really big
into GOAT like I got, you know, nearly 1% of the supply, the
supply there. You still have that has.
Gone up and it's gone down and I'm still up massively on all
the other stuff I bought. Like you can be early, but you
also like this concept of like not taking the trade.
And I think like Bartcoin has done a 10X since I bought it.
AI16Z has done a 20X since I bought, since I bought it.
It's done 100 X since it went on to moon shot.
I got that notification today. Arcus has done a 4X like this
stuff is going insane. Like I, I really, I really,
really think just pay attention to it.
It's it's like, I really think this has got the, the normie
appeal stuff that that memes have, but it's also got the, the
normie tech appeal here where like people who are investing in
altcoins would never touch memes.
They're like, no, I don't want to own this stuff.
They want to buy this. And weirdly, the people who buy
memes and NFTS, that's who I see like the majority of the push
back from, they're like, oh, you know, this stuff like KB, Ms., I
think a big believer in all this stuff.
There he is, the the, the biggest, the you know what,
ironically, the biggest bear, but the biggest bull when it
comes to AI. He's a huge AI bull.
Huge AI bull I mean we've been talking about for weeks on rec
he's. Everywhere.
He has been talking about forever.
He's hosting about it. He's actually we're talking.
Remember I was like, I'm not sure about them and you were the
one telling me no broke this shit's going to go, you know, so
you. You I said I like the AI PT.
It was like it was pretty low down there, but.
You and for us on our end, it was Tyler.
Man, fucking Tyler did it. Dude.
This guy's been pounding his first about AIXBT in the chat.
Yeah, it was just different. You could tell.
It was just a different feel to it compared.
To other agents. So how do you feel like today
clearly like it's, it's a big AI day, right?
Like Mendo's talking about, you know, we're talking about the
market cap of others in crypto. He's talking about how there's a
potential of like utility tokens, money flowing into AI
coins for this, for this coming cycle.
Like, how do you, what do you, what do you make of all that?
No, I think he's right. I mean, we've already seen it in
this choppy market. I mean, the majors are holding
up well today, but every time they start to pump the AI coins,
you know, catch a bid. So it's kind of clear that
that'll be the next narrative that just continues.
I think it's just the easier narrative for people to wrap
their heads around too. It's like people like me who
maybe you didn't trade the meme coins as well, where it's like,
hey, it's this guy's dog's named Rupert.
Like you're like going down that rabbit hole.
Like that's not as easy as like for many people to get on board
with. I mean, it's really vaporous.
Or is this at least you feel like you're investing in maybe
something. It's also vapor for the most
part, but like the narrative feels heavier, like it feels
like you can just spin this narrative better and I don't
know it, it feels a little. What?
What makes Someone Like You who like in you tweet about this
like you don't really get meme coins Like it's something you're
saying, right? You don't.
Like, I mean, I get him, I like him, but it's just so I fucking
just, I don't know. Like it hasn't been your Forte
so like what makes you understand AIAI stuff before
most? Cause for most people it was
vaporware until today. Yeah, I mean, maybe because
there's something attached to it, or you can go into like the
Githubs and you can go in and see like what they're doing.
You can see products that are made.
I mean, usually, sometimes that's bearish and crypto,
right? If you ship, people put a
valuation cap on you in different ways.
But I think that just makes it easier to like take an analysis
approach, a fundamental analysis approach.
And. Technical analysis approach and
just combine those rather than just, you know, hoping and
guessing that people catch on to this meme.
You can at least like have so you can sleep at night, I should
say like OK, this company is shipping.
They're creating something like they're going to have news in
the future, whereas like you're relying on that narrative with
the meme coin and there's not going to be a news release.
Whereas like you know you're buying Griffin, they're going to
release a new ship a new thing tomorrow or ship a new thing
next week. You can kind of just like sleep
better at night for me. Like I'm more comfortable
tasting like 6 figs. Always for bearish, by the way,
guys like because all the time, I feel like 2024 was the year of
like meme coins, obviously Bitcoin and meme coins, right?
That was kind of 2020 fours in in a nutshell.
And it was like, while bearish on utility, bearish on teams,
and all of a sudden we're seeing kind of a swap.
I actually, I think it's the right question to ask, but I
think it's not the question to ask in March of the 2021 cycle.
That's what I basically think. I think what we're actually
seeing is firstly, and I put this out yesterday, like, what
is the, what was the biggest lap here, right?
Like, because I think a lot of people are like, oh, it's a lap,
it's a lap, it's a lap. All of this stuff, right?
And I put out what was the biggest laugh lap.
All coins in 2017, NFTS in 2021 mean coins in 2024 or these AI
coins. AI coins actually won in that
people thought it was the biggest lap out of all this
stuff. That's.
Funny, I I would argue that that what I have just described of
this concept of hey, imagine saying to your friend, I have
this agent that buys stuff for me.
Like does my shopping for me like you could do shopping for
you on Amazon, like find deals or does does my weekly shop for
me? Does what all of that because
they all all have crypto front ends.
It does trading for me, like it invests for me.
And that could you know, who knows?
That could broaden out into like broader, broader things, not
just crypto, right. Like if they have again, a
crypto front end, it could invest in lots of different
things for you. It can actively trade for me in
crypto, like it could trade searching new meme coin pairs.
It could, it could trade existing big cat tokens and or
it could do defy stuff. It can make payments for you to
your friends. Like I, I, we run various
businesses in crypto. Like can you just pay my 10
employees for me today, you know?
I mean, can you AI is going to replace the executive assistant.
It's going to like, if you believe in that, like I was
talking with Danny about this over the holidays, like AI is
going to replace a lot of the jobs.
Like the paralegal is finished. There's no more need for fucking
paralegal soon. But there's going to need to
serve someone to go to trial for you and like beat the case,
right? But there's a lot of the the
little the, you know, the like, one day, like, fuck yeah, I
could even like robots will replace even like this tiny
little surgeon that will have the doctor over them.
So if you believe in that piece of AI, then why would not apply
to your? Database a massive macro trend
that isn't just like, oh, this has to happen in crypto now so
like all. Kicked when they had a token to
people. I think it proves that the
financialization of it because we knew that, right, Mando, like
when ChatGPT came out, we all said, oh, Wanda's going to book
your travels. We've been talking about this
for like 3 years, like 2 years. I don't know, like it was always
a thesis, right? Oh, go to ChatGPT, book me a
trip to Florence and tell me exactly what to see in Italy,
right? That was always a thing.
It's not new. It doesn't come with crypto.
But but you need a crypt like this is the great thing about
that. Like normal LLMS, their ability
to like access your bank account, I think is going to be
far more difficult And like also be autonomous around that is
going to be far, far more difficult than an an agent with
it, which you fund its wallet, right.
So like what I actually think is crypto is a much better way for
AI to use money. It's it's like that is just a
fact. So you, what you have here is
like a broader trend in AI agents, which is happening with
big tech as well, right? Like Meta announced they've got
AI agents coming to Facebook and and Instagram yesterday, right?
So it's like a big underlying trend.
But I guess what I'm trying to say is the lapiness of it.
What is the bigger lap here? Is it the lap what I just said,
which yes, the coin itself, like we still need to work out how
that value happens. Maybe all these transactions
have to happen on their LL one. Maybe you have to only pay for
it in their coin, like you can only buy this agent in their
coin. You pay for a subscription in
their coin, in which case, or maybe it's like a buy and burn
thing. You can argue that sometimes
that could you know, those models haven't really worked out
that grain crypto, but they're still like they're still
probably going to be use case of a coin somewhere in there down
the line where it wasn't happening before was like when
it was all Dows and self, which I was like, Oh God, this this
could be a bit grim, but if it's just like marketplaces and L
ones, I think that's far cleaner.
Or is it a jpg that you own, which is a Veblen good because a
celebrity owns it? Or is it a meme coin because,
you know, somebody owns somebody's dog, as KBM says,
like, what is the bigger lap to annoy me?
I would actually say the the the least sloppy thing is the AI
agent. Like if you were to pitch it to
ignore me. Now, the weird thing is in
crypto, people might look at that completely opposite way
around because we all hate fucking utility and the only
pure stuff for us is just like memes.
But I actually think what we're going to see here is, and what I
was saying to you with that Monday, Monday show that I do is
they all are jumping at this stuff like the normies, like the
people who are more like altcoin investors or like they don't
want. AI right?
Normies love AI this shit. Is the is the bomb that is.
That is the best stuff I've ever seen.
They love AI bro. I remember when I.
Was going to say like funds and like you can spin up funds and
invest in this kind of shit where it's just like, you know,
tell talking to your LP's and tell them you're going to buy
peanut the squirrel and then well, he's fucking dead.
It's over. There's no more peanut news
coming out. But like funds can spin up these
and like be like, oh, we're investing in this AI
infrastructure and like there's going to be underlying bids that
are just way more prevalent and these kind of things.
But think Meno is also correct that like finding a value
proposition for the coins, it's, it's been a struggle for crypto
since the beginning. So that part's always difficult
and that part might be the LARP and it probably is the LARP, but
that doesn't really stop you from making money on these kind
of trends. Yeah, I think you should
approach this stuff with the same amount of healthy loppiness
that you approach NFTS with utility in 2021.
You know, like I'll buy into the dream.
I completely understand. It's a dream that may not
happen, right? But it can.
But it can also have that massive normally appeal if
Eminem buys my thing, right? This is true.
Right, What, what, what you're really doing there is being
like, I don't know if in a year's time or in 18 months
time, AI16Z will do any of the stuff that it says it's going to
do. But until then, people can have
crazy views on what some of this stuff can do now.
And I like, I also, I really like the meme bit of it, as I've
already said, like the, the far coin goat stuff, because I think
that's like it's, there's only very, very short list of like
memes, which we love in crypto as like having a purity about
them because they are the coins. They've like people like them as
coins way more than utility coins.
All of this stuff is just going nuts.
And it's altcoin investors that are coming in and being like,
Hey, this actually has a product market fit.
XRP is 200 billion and doesn't have a product market fit right
now. Or at least it's like trying to
search for one and, and suddenly you have stuff which you already
has. It already has it.
Like the product market fit is so easy.
It's reachable for a lot of these people very, very quickly.
So I think what I, what I've seen in so many of our NFT, like
our chats for is like, just like a, a disdain for it all and
like, Oh yeah, it's. Yeah, I mean, I remember early
on I was telling you guys like this is just NF TS ran back like
I I caught on to the NFT narrative like or analogy like
day 0. I just didn't buy in until I
went on a fart coin, which that saved me from missing this
entire boat. So I'm not coping because I
fucked on a fart coin. Literally my.
And it's the most pure like that.
And I think that and Go are the most pure token plays.
But they haven't got the utility play, right.
They haven't got this utility play.
And what's really happened now is that the utility play is
actually what normies want. They want, they want, you want
it. Where do you start now?
So this question is right. People are like, what is this?
Is it too late? I think we all agree that it's
not too late because we have a whole year of bull market
coming. I do want your thoughts on what
you think is going to happen in 2025.
But you know what, where do you start then?
Like these coins are already at a.
Yeah. So I think that's the that's the
question, that's the main push back, right?
Like how many coins really go over 2 billion like on?
Where you've chosen is it that like no, no other coins will
reach 500 to a billion, but the ones that have the billion to a
billion are going to 10 billion, five billion, 20 billion fifty
or or like what's the upside here for a trader?
So this is this was what I this is how I approached NFTS in
2021, right? Like as well, like I knew it was
early was it was like too early. Like what what you buy, like if
the space does a 10X, have you bought the asset does the 10X
right? And I've been right on some of
that stuff. I've been wrong on some of that
stuff. But what I generally think is
that's going to still be the same.
Like I still think that that's that figure was literally 12
billion two days ago and now it's 15 billion.
I think that figure will go to 50 relatively quickly.
I don't know what will be the 10X in that stuff, but but I
would guess that there are, there are certain ones now which
kind of which stand out, I would say.
And it would be tough for them not to be included in that.
But even if it's not that, I think it's very clear that this
is the space where there will be runners to a billion relatively
quickly. I don't know if you did you see
Anson yesterday? Did you see that tweet from
Anson? Did you go to his feed?
Go to his feed because he retweeted something which I
thought was interesting. Which which retweet.
Just go down. The one where he says he drinks
don't come off a woman's breast, right?
Not that one, no, I'll I'll send you the link to it.
But like a new firm was like did a like a it's called Litmus.
I'm sending it to you now. There it is.
I found it. I found it.
Let's.
Just watch. Let's just watch this as a as A
and just turn it up from it's 3 minutes long, so maybe it's too
long, but we can we can watch you get the sense.
Open up limiters on my laptop you.
Here. Yeah, you got it.
I really don't like this. Coin.
I'm listening. That's some shit going on here.
Index for all new coins that went to 10 mil plus market cap.
Here's a list of coins that went to 10 million plus market cap
today. ZWOG has the highest volume.
Would you like me to analyze further?
Sure, let's do it. Here's a detailed breakdown on
swag scan. For potential insider buys.
A wallet starting with HG 67 made a significant buy early in
the tokens launch. Would you like to track this
wallet? Yes, please notify me of this
wallet similar purchases. Sure thing, I will notify you of
this wallet's future activities. That's so crazy.
There's 3 minutes of this sort of stuff, like all the stuff you
can do with these sort of well. I mean it's set the limit by
order 4. Let me I'll lower the the volume
while you explain this. This is the.
Point of what I'm trying to make here more is that there are
going to be new coins like this coming a lot, a lot, right?
Then they show the integrations like the Netflix that you can
buy stuff with like and if you're not, even if you don't
want to be like, I don't want to buy a point of 2 billion.
You know, I don't want to do that.
Then then I think you're just going to like turn off the
blinkers for like, Oh, this is all lists a lot because I don't
think it will be and I think I think a lot of these newer coins
will also run like even that. What was that one on hyper
liquid that happened in a day, right?
Vapor, which is it's just kind of just like a a well
orchestrated flywheel. It's not like it's anything
crazy. Went to 150 billion 150.
Million bring the eco in the right ecosystem at the right
time for that right. Fucking send it all you really
need to do. You need to take, you take, you
take, you need to take your nuts out and you place them on the
table and that's all this is. I think people don't understand
what's going to happen in next year.
I mean, 2025 is going to be the greatest flip of wealth and
power in the world that we've ever seen.
Simply put, that's it. There's no questions asked.
That's what's about to happen. To AI coin investors, right?
Yeah. By what?
What? What are your thoughts of the AI
stuff? What are you?
What are you holding? What's Benny Holden?
I hold, I hold a little bit of everything, but really I'm not
as much as I'm interested in the AI coins, like I tweeted the
other day, what I'm really interested in is when is the AI
going to become sentient and try to kill other AI, OK.
Because I think that's more fascinating to me because it's
kind of like, we need to like, have a Society of AIS that
really want to destroy other AIS so that they're better, right?
They're being too friendly to each.
Other it's way too friendly. Keep respecting each other,
right? They're respecting.
Each other a bit too much like. You know this.
Got great calls, that's what XP. Said oh nice call I should have
thought about. That I don't think I said a bad
word about anything ever, like. He needs to start being mean.
OK, maybe that's a. Market fit Here we can create an
AI. You said NFTS though, Wag me
bobs on AI, they're all wag me and.
Shit, there is a bit of wag me very clearly there's a bit of
this old space is wag me but we're.
In March, I don't want. This is what I keep saying like
it's Wag me season. Wag Me season it's $1,000,000.
Coin we're. All good at Myriad.
I want to create like the Jerry Salts of of AI agents.
There's an open. Fucking yeah, yes, that's a
good. That's a good analogy actually.
Right we. Need some real What we really
need is like a bunch of AI researchers from like the
broader AI community to come in and just be like, this stuff is
absolute vaporware. And then it does another 10X,
Yeah, which it like they kind of already have come in and said
like this is the, this is the and somebody said like.
To me on virtuals, I'm still in pain right now looking at this
price, Yeah. You can't listen to anybody.
That's the other thing you have to have.
Well, just. It's so early, right?
So well, it's it's, it's and I've been saying, I know
everybody heard me say this here, but we're going to have a
little bit, you know, slow until Trump gets in.
But I firmly believe that if he on day 2 or day one signs a
presidential order that basically says that we need that
we're going to do part of the reserve in Bitcoin.
I think it's just game over. I think everything that you know
and feel this is the moment that we've all been waiting for in
crypto. I've been in forever in crypto
and all the things that we've talked about that we wanted is
happening right now. So like he just crossed 600?
MIL yeah, so it's like, look, if it doesn't happen right now,
probably that means it's never going to happen in my opinion.
So this is it. So it's like like between the
four of us and everybody who's listening, which I don't know
who it is. I sold my house and I'm renting
and I took all my cash and I quadrupled down a crypto this.
Is. Something.
Yeah, yeah. Literally this week I just did
it. Wow, fuck me.
Fuck. Yeah, I'm not.
I'm not. I'm not.
I'm not kidding around. This is I when I say that we are
going to see the largest you. Go less change.
In wealth and power, in this country, in this world, ever in
the history of the world, this is it.
This is that moment. 2025 will be historical.
I feel that way, but then it's just like, this is such a stupid
come. On KBM side of the Hamptons
home. No, KBM hadn't known that much
but. KBM has made some money
recently. I don't even know this the guy
is is is back over the last. He just annoys me, man.
It's like that is, I don't know, it's like God and the like the
markets will not let a guy like Sailor win it just.
They will you need. Also you got to stop fudding
sailor because your FUD goes viral and doesn't help the
cause. So if.
Taylor wasn't in. I would sell my house.
Too, Did you see Microsoft stock was down again yesterday?
Yeah, it's gonna keep. It's down right now.
It's. Fine, no, it's.
Not right. It's unchanged with Bitcoin up
3%. It was down 8% yesterday.
Yeah, because discount, dude. He's gonna get punished, but I
guess he doesn't own that much. OK, Like it's, it's like it
seems like a lot, but really he's like a small fish.
But that's the thing right with micro strategy is that it was up
a lot already versus Bitcoin because it was short squeezed.
So, naturally, Bitcoin. No, of course it's going to.
It's going to go down. It's going to probably be on par
or go to a discount at some point here.
Listen no more thought on Michael Saylor's.
Thing I just don't like his vibe.
Yeah, but you don't forget it's not just his money.
No, of course. So someone's.
Asking go ahead, Marian, go ahead.
It's it we need the micro sailors like we do, but we need
more of the KBMS to have. No.
We don't wealth, we do. We need the KBMS to have the
control, and that's what's about to happen.
KBMS about to go through the most the the best experience of
his life. What was that tweet again?
You mean what's that I am about to go?
Through the most abundant. Yeah, but I'm about to hit the
most abundant phase of my life. Hey Icon, it's not he's long.
I'm in. I'm up a lot.
What's that hat you're wearing? They're making millions from the
basement closet. The.
Hat no comment. What's with the What's with the
hat you're wearing? No comment.
Someone just commented on it instead I need new one so I just
I just asked them. So guys, we should sell our
popcam mooding for AI lots. I don't think this is.
I think the first stage of this honestly was a lot of people
with left curve capital moving into this.
What I actually think is that memes will like you saw
yesterday Cathius, this Elon meme just wrapping went to 150
million in a day. Like memes will be memes.
It's one of the best use cases for crypto.
What I'm saying right now is a lot of the vapour Ware altcoins
with no product market fit. I think you're about to see a
massive, massive rotation of those bags into these alongside
some of the left curve crypto stuff.
Like some of those people you can see some of the NFT people
have all moved to this sort of stuff.
A lot of the meme coin people have all moved to this sort of
stuff. I'm just saying this isn't 1 to
fade because I think that it's got that left curve meets normie
thing about it or at least degenning thing needle like.
Curve too like. Last night you're.
Going to be smart. This is all curves.
But you, you, you got to also like I think the first stop
start and I'm speaking for myself here also because
something played for me yesterday a lot with this a XBT
thing. Obviously it's pumping my bag.
So I'm I'm I'm I'm I'm switching bullish here.
But it's, but you know, I think the first part of it is
accepting it's not a LARP. Just like in NFTS, like everyone
called some, I think you. Always have to think it's a lot
like help people like A. Lot.
Of people move back. From your mindset, that's how
you make money. Like in 2021, let's be honest,
2021, everyone called us Lars, NFTS, Larps, what we were
launching Lars. People called probably DJs, a
red guy LARP, rock radio LARP until it wasn't until it was so
big that you couldn't almost like call it a LARP or some art.
I'm sure a lot of the bags that you're buying, many, I'm sure a
lot of people called, but. It's a lot, but it's before
that, right? Yeah, they when I was in ICOS,
they called it a LARP. When I was in EFI, they called
it a LARP. Everything is just building.
You see what we're doing is we're trying to take a 15 year
period of, of growth and, and every, every time we have a
cycle and something new is built, something new is built.
And all we're doing is creating these foundations.
Everything that we've had, Icos, D fives, NFTS, tokenization,
meme coins, all of it's going to be in one ball of wax that
essentially it's going to be part of this larger thing that
we're all going to be using, right?
These are just the pieces that we're building right now to get
there. So the idea that everybody
called it a LARP at the beginning, it is true, there's
plenty of LARP. Plenty right?
I guess when you call something a LARP.
At first, correct, Because it's always everything you're going
to create at the beginning is going to be a LARP.
I mean, in 2000, the Internet was a giant LARP.
It didn't matter, right? So it's like, and then better
things were created. That's how it always works out.
The question is, is that if you have the conviction and you
could take out profit to put into different LARP's as they
get built, essentially the foundation, it becomes
strengthened and then you just have to have that conviction
over long term to to be successful.
And that's all it is. It's like last night I went to a
club in New York City. You went to a club, went to a
club. I was dancing, I was had my hood
on and everything. Yeah.
You went to a club that's crazy. I went to a club.
I actually took pictures. I posted it and I was there and
I walk outside and there's these two young guys and they asked
me. They said, hey, I saw you
dancing in the club. You're really vibing.
And I said, I said, I said, well, I got to go home and
trade. They asked me where I was going.
And then they said, wait, do you own?
Do you own? What's it called?
Styro Steve? And I was like, yeah.
Oh. It's so funny I don't have.
These are two two random young people.
Is that Marquis or something? I don't actually.
I don't know where it was, who's somewhere in the city.
You would know what is that? What is that place?
What I I wasn't watching. What is it I?
Can't see that? No, it's.
Hand rails I don't know. Couldn't tell you.
My, my, I guess my, my point was these two random young guys are
like, like, well, how many coins you own?
I was like, I own a decent amount.
I was like, how many do you own? Like, oh, we own a lot.
We own 500,000 coins each. And it hit me.
I was just like, they think that's a lot, right?
We are so fucking early. I went home and bought Mars
Cyrus Steven though, even though it went down again, but like it
it. The point is I'm trying to make
is that this isn't not this isn't about aesthetics and
anything that has market caps and all that bullshit.
This is about medics community, right?
This is about us changing the way that we incorporate
ourselves as people. And I'm telling you all this is
changing. People are starting to feel this
like shift in this moment of like, I need to be a part of
something. I need to feel this.
I need to know who who are these people who are also with me?
And they were all excited when I told them I owned way more Star
Wars Steven them and they're like, are you going to dump on
me? But like that, that like
connection. I'm telling you that's that's
what's just starting. And I think AI is just going to
make that even crazier. I mean, think about what's going
on with the AI bot. AI bot puts a coin out and
everybody's like, well that must be a great coin It's a fucking
AI and now everybody thinks the AI is smarter than us and that's
just that's just the beginning of.
It and all the VC actual Larps are about to just like love that
and. They're loving it.
Like you had that guy Jazz who came on our show two weeks ago
and he was like, I literally speak.
He's actually. No, no.
But he's like, I speak to liquid funds who all they are doing is
calling him and being like, hey, like what?
What, which of these infra things can I buy?
Which? You had a great tweet that's.
What I'm saying they. Can you had a really good tweet
about this? He, he actually had a really
good tweet about this. That also helped me see a little
more clear as this one. Guys, agents are going to be #1
users of blockchain. It's not humans.
It's obvious once you see it. We built the entire new
financial system from from scratch, which runs on the open
source core and software rails. Who do you think is best way to
capitalize on that? He's right.
I I'm going to make a prediction here.
Ready. Let's go.
This is. Spano, you ready for this?
I. Believe.
I believe that most of the art that I've bought, OK, I will not
be selling to a human being. I believe most of the art that I
bought, the best art I will be selling to AI bots.
OK. So this is oh wow, that's that
is going to be a wild exit. Like they all buy your bags.
If why you? Selling small?
Yeah. OK, he might be right.
Like he actually might be right. Yeah, I mean, what's with that
bottom guy hear? Me out snow fro got me down this
rabbit hole. You don't know who's behind the
bottle. It may be.
Ben Snowfro, you should pull up the tweet.
He wrote a tweet about a Lamborghini, OK.
And basically what he was saying was that AI agents, when they
make a lot of money, are not going to want to buy a Lambo.
They can't drive a Lambo, but it's going to be in their nature
to want to buy things. They're not just going to make
money and do nothing. So what?
Is the first thing they're going to buy, they're going to buy
digital. They're.
Going to buy our bags. They're.
Going to buy all our bags. Listen, wait, think about this
guys. We.
Yeah. Tweeting that out.
Wait. We created.
I'm going to renew that crazy shit here.
God created humans. Humans created AI agents.
AI agents bought our bags. Okay, okay.
We are essentially playing God. We created a new being.
Does that mean that we are agents of that was created by an
AI? Yeah.
Of course, actually it did. We are trips an AI agent
ourselves that created other AI agents to buy our bags now and
and we couldn't sell our bags some more humans.
I tweeted it. The end game was just to sell
the bags. And CMF will have AI agents
until they start to use their wealth to buy our fees.
The AI agents, the buyer bags. Now the problem is, is the AI
agents are going to become sentient and then they're going
to they they might realize like, we don't even need these, you
know, meat puppets anymore, right?
So, so it's going to be it's going to be a whole issue.
And then we're going to have to like fight with them.
But those who are still humans, OK, hear me out.
Who owned Bitcoin and own digital art are the only humans
that could actually have conversations with the AI
agents, right? Because we're the only ones
they'll understand. We're not going to be just
talking to my mother-in-law because she has no clue what the
fuck is going on. But I own Bitcoin and I'm
speaking the same ones and zeros to them, so I'm going to be the
meat puppet that they like. Does that mean that we are AI
agents ourselves? There's a very good chance.
So I actually think I agree with this.
I this is part of the also why I also think that some of these
means can be better. Like they also will want to buy
fartcoin like if you know this, but the reason why they all like
like each other because they also like their own shit.
Like a lot have been trained on the on the I think this is
actually a really, really good point.
There is that like if these people start to have more and
more wealth and you tell them to invest for you, it also this is
just to put it, we've already seen this.
So if you there's one, there's 1A a agent or swarm called
Vader. I don't think you guys are aware
of this one, Vader. Yeah, right.
And they have a small cap and they have a medium cap index,
but they all they do is invest in other AI agents.
But AI is investing in other AI, right?
They're investing in other crypto assets.
They're not just going to invest in our our stuff.
So they're probably going to end up buying our AI bags from us.
As well, we all we did was create more of us.
We realized we're like, wait, we had too much of a circle jerk
going on. So let's create an AI agents so
we could have more AI agents that just buy our bags and
that's what's going to happen. We we, we are God.
We have created. But no, but no.
But it's funny what you're saying, but it's not funny in
the way that it's I've. Been like my God being dead
serious here. You just explained something in
a way that I'm hoping the 500 plus people listening live in
like 2000 on video are understanding.
Like this makes perfect sense to me.
Something just, it makes a lot of sense to me what you're
saying right now, Benny. It's perfect sense, but we're
just, we are at the the mega lap at this stage, you know?
What I mean, you're like, right, Right.
You're like. Which I love.
But like, yeah, even starts getting into photography NFTS
and selling open editions, yes. And all.
Users Oh I love this so much. Music NFTS No no.
Why wait for why he's selling it all?
They're going to be selling it to all the other AI agents.
Yeah, buy it. We're completely out now.
We're completely out. We just moonwalk out of this
situation, you know? Like, I can't.
I have a new goal in life. OK, I told Sam Spratt this.
I want to. I want to take all 50 skulls and
I want to somehow create. I want to find a way to convince
50 AI agents to buy every single skull.
I want the whole council just to be an 850 different AI agents
that are that Sam has to work with instead of humans.
This is my goal. I want to be able to find a way
to convince AI. I want to have like
conversations with an AI agent and I want to convince it to buy
art. You should make one, dude.
You should make the AI. I'm so serious about this.
But you should. You should make the AIR
tastemaker agent. Yeah, and I want and then I want
and I want AIH. That's what AIXBT is, right?
Yeah. It's just that for coins you
should make this for AIR. So I.
I got, I don't I, I, I should because really I'm telling and
then I want the AI agents to fight with each other.
I want to be like, yo, I'm getting excellent.
Yeah, make a few of them. Make one off.
You think about it like this, right?
The first AI agent that tells Rafiq that his stuff isn't good.
I mean, I mean come. On make the maybe make the Jerry
Saltz AI, what would you call that?
No Jerry Saltz AI just the same as all these other.
Ones I probably, we probably I wish I had an AII want to talk
to maybe Curtin. I want to take all of Jerry
Saltz's tweets and just throw them in in a bot and see if we
could just create one. You can do that.
They already. That's what they did with.
They could make that today. Dude, you should do it.
It'll. Take less than an hour to make a
simple one like that on 1/2 or a call.
I know we're we're, we're talking about, we're talking
about creating an agent that's gonna adopt myriad and then just
tweet out predictions and just like his actual thoughts on like
the analysis on what could come. So like we're like, that's how
I'm thinking about it. Like about the AI agent stuff.
What would you use, by the way, if you were?
If you're interested in actually creating your own agent, would
you use virtual's ELISA like mind like?
What do you start? Things here, it's like for basic
people who have no idea what they're doing, Hat protocol is
probably top. Hat's probably the easiest, but
like. This guy's big in top hat.
This guy is big in top hat. This guy's not.
Tried I I created it. I wanted to try to use these
things if I'm. Going to you may want them.
Elisa is what we have used. Is he going to have, is he going
to have its own like? Elisa is what we've used for
Epic. We made a Telegram one for Epic
and it was really easy, like relatively easy for for
developers to do. It took a very short amount of
time made. It lighter.
Yeah, Now this is fascinating. What do we?
What do we think? Then he just got me to I offered
him some money yesterday. I just wired it back in.
Here we go. Here we go.
Not even kidding. The guy sold his house on back.
Go all in on some random AI ages.
Literally what's? Going to.
Happen. I'm going to spend it in 5
minutes. Like it's not financial advice,
but I'm just saying, I mean, waiting for this moment.
I mean, guys, think about this, OK, Think about this.
The sitting president of the United States of America, the
sitting president has his own coin and was at the same time I
was buying wrecked. He was trying to buy rec coin.
Thanks. OK.
He was trying to buy a meme coin that is spelled REKT now, which
I'm a huge fan of. Obviously everybody knows that.
But like the sitting president of the United States of America
is doing that. Do you think, right, that this
man in power wants to make $20 million?
He doesn't care about insider trading on stocks.
He wants to make $200 billion. He wants to create a legacy for
his kids. He wants them to be president of
the United States. He wants to make a dynasty.
And the other way to do that is by making more money.
And I'm telling you, you the easiest way to do this is by
creating a crypto bull market where he makes billions of
dollars. That's what he's setting this up
for. To not be bullish now is the
worst. It, it doesn't even make sense
to me. I mean, this guy clearly is not
going to go in and be like, hey, I want to know if I get and
started trading like the rest of them.
That's what do you do? You're making peanuts.
What's 10 million? Pelosi made $22 million.
That's nothing nonsense, 220 billion.
This is what's going to happen. And that's what's that Donald.
Donald Trump doesn't want to make peanuts.
He wants to make it all. And he's going to do everything,
including your taxes and how all this is going to work.
There's no way he's going to do anything that hurts him.
All he's going to do is help himself get on board.
Get off I I do think it's This is why I don't think we're
anywhere close to the the cycle top.
I do think we're like, as KBM says, when stuff gets bad,
people will really freak out of a MicroStrategy at the top, But
I don't think he can't get liquidated yet.
So there's no way that this is the top.
It's not going to happen yet. KBM do me a promise.
New resolution, New Year's resolution.
Can you spend one week without fighting Sailor?
That just says like, yeah. No, no, no, actually.
Not funny. Don't sailor loan AII think is a
good trade actually. That's KBM.
You know what you should do quick for you if you're a new
kid puts make another wallet and just start putting stuff in that
wallet for your kids. I've done that from the
beginning and I still have those wallets.
Don't touch them. I try not to like gamble with
them and just keep putting money into them because if you want to
be a bear that's fine but your child will want.
To be your child cannot be a bear.
Hey, your child can't be. By the way, I mean it's damaged.
Go Bear. I just thought.
I onboarded more money to buy more AI.
We need you to send me your. I'm making, I'm making your kid
like a custom like bull market bull.
Right. This stuff is still going zero
boat is 700 million just now. You're kidding.
Me up at 4:00. 100 right now XBT is about to hit 650I.
Have a question I mean, yeah, this show, like I'm getting
messages from a bunch of really smart people telling me that
this show is really fucking good right now and we're still going
someone's saying hedge funds are going to buy not venture funds.
I agree. Someone's bending his cloth is
so funny. Great show like people love the
show like we are we are single handily we we we pump the market
cap of the icons by a billion dollars on the show you.
Know there. Will be another coin coming down
the pipe sometime soon I'm sure. Is there like well?
Doesn't. Mean, I mean, I don't fucking
know, but like, well, the answer is yes.
It's every day. Yeah, exactly.
NFT collections, right? We said NFT 2020.
There will be a moon birds which goes to 30 and continues to go
right. I know like you need to hold
liquidity into like one of these spots.
Who's going to be a is Kevin Rose?
They're probably already here like a lot of these founders I
think will also be exposed at higher marketplace.
I'm just saying you can't. You can't shut yourself off to
this now like it's. Just two big things.
I think what we'll find out is some of the AI agents, Mando
were actually run by humans and they didn't.
They didn't. Yeah, probably.
It's so fucking. Lazy like to do that.
LARP is just beyond ridiculous like.
If you. And I just think there's some
bad, and I think there's going to be some bad AI agents, like
at some. Yeah, that's what.
There are some bad ones, yeah. This is what See how?
The source of this like wine, it's like, well, that that wine
doesn't taste great, but this and this, like the AI agent,
just doesn't feel good. Yeah, that's how you got to be a
tastemaker and you could figure out which ones are good.
I said AI XPT from the start. OK, So what are you?
So the the the theme, this is the other. 1.
This is last row of the year. We're 2025.
What is the call for 2025 like what is going to be, let's say
top three? I want to hear your top three.
I think this is what I think is one of the biggest errors
because I actually think that this space it maybe even more
than some of the other spaces. The attrition and the ability to
pay attention to it is even higher than some of the other
spaces because the rate of change and like ability to do
things is just exponential. Like they, they can do so many
new things all the time. So I think the idea of having
something that you want to own for a year or like, you know,
set and forget, I actually think it's is, is actually, I mean,
I've seen that. I've, I've done that with the,
with the meme coins. One of them's worked out, one of
them hasn't. And what's really moved is a lot
of these other the Asian coins I didn't think would be so big,
but like I bought them and they've, they've flipped my set
and forget bag. So what that tells me is this
isn't a set and forget space. Like there is no crypto punks.
There is no, there is no, I don't know what the equivalent
would be for some of the other. Like there's no Pepe.
There is. It's not as simple as set and
forget. What it is is that there's a ton
of different things that are going to do cool stuff and you
just have to pay attention to it and, you know, and.
Forget it's like for me said and forget it's like I mean I said
forget far coin like a 7 figure position since weeks like I
don't even look at the fucking prize.
Like you, at the same time that position has kind of gone
sideways in the same way that like some of this stuff.
So what I actually think and what I didn't think at the
start, but now like has become very apparent for how My
Portfolio has actually become is if you just buy a little bit of
like not don't go all in, just buy like 10% of this, 10% of
that, 10% of that at this early stage.
Like some of this stuff has just kept going.
Like it's just kept going. Like I don't see a world where,
for example, right now AIXBT feels like it's going to go to a
billion. I don't see a world where that
doesn't happen. Like what happens tomorrow, that
doesn't happen. But I don't know if I want to be
like all all in and the same time, like I think fart coin
could could double. I think goat can go back to a
billion here, but just own a bit of everything and and it's
seemingly it's been pretty good. And then you're not also Thai
being like this, Is it forever, I think.
Yeah, to find that IT infrastructure play too, that
we're like we're actually using it too or like normal people are
using it. Once you get that, I mean that
that might be a set and forget. Well.
Some people would argue that like something like Griffane has
like a really good interface, but then Eliza's probably got
the best operating system and all this sort of stuff.
So I think what the best thing is to do is buy those top coins
on bad days. That's what I think is probably
the best way to do it rather than like, if you're like
sitting there going, Oh my God, it's going, all these charts are
going vertical right now You have.
To have a mix, right, So you have to have your set and forget
because things that are going sideways like SV acts and refane
and far coin and others, right, or Liza, they're going sideways
because what what's happening is like you're taking your chances
on all the other coins, right. But essentially, in my opinion
and being in this market long enough is is that I still think
conviction is the is the is the best thing you could have,
right. So like I agree with Mando, it's
like taking your risks on buying 10% here, 10% you hit the one
that you would get and it goes well, you have to be able.
To winners here. Right.
You have to be able to like find those winners and then hold.
Right. I'm holding my forecourt to $10
billion and then I'm buying. Yeah.
Because because this idea like I, I know this is, I'll say
something else. I know people are going to say
I'm crazy. I I think the idea of a market
cap actually doesn't mean anything anymore, right?
I think it's actually an index to how popular the coin is.
The idea of it has anything to do financially and things are
bullshit, to be honest with you, except for Bitcoin, maybe when
it passes gold. I think all this other, I think
the idea that it's like, oh, it might go to a billion.
Well, it might go to fucking ten billion, right, exactly.
It's it's like, oh, maybe it'll go to 500 million.
Well, maybe you go to 500 billion.
I have no clue where anything is going and nobody does.
So it's like sit there and go like, well, I'm going to.
Accurately decide on charts how this is all going to work.
You know, I'd say this to Bob Lucas all the time because Bob
is like a chart maven. I'm just like, dude, fuck that.
Go with your balls and just hold things right and just trade.
Because at this point, if the market gets stupid right, we
have no clue where things are going to go.
So you should have your conviction plays and the plays
that you take your chances on. And that's that's the best way
to do it. It's actually pretty crazy.
I also, what I also think is we also, because we're all viewing
this from the the meme coin lens, we all think that if it
goes to one to two billion like it, it's kind of done.
You're right and. Then not meme coins like Tia.
Tia went to 20 billion and made $4.00 of revenue a day.
Yeah, $4.00 I. Don't know.
It's still. It's still.
That's 2X the current AI Asian market cap you we wouldn't here
go like. So is an AI going to make it to
top 20 this cycle guys? Not even a question.
Not even a question for I'll even say it like this, the top
10 coins and I, I challenge everybody's viewer.
Is still top 20 coins. Yeah, but that's now.
Go back Bitcoin Cash. Go back.
Go back every year. Get talking.
What the fuck is? That yeah.
But listen, go back every year for the last, every year.
If you go back twice a year, if you go back January and July and
look at the top 20 coins for the last 15 years, you're, you're
not going to recognize most of the coins that you see in the
top 20s a lot of times. And when you see them, right,
right. I promise you back in like 12
years ago when let's say, I'll give you a perfect example,
Stratus was a top 20 coin. Does any, I mean, maybe KBM
knows what Stratus is, but like at that time, everybody thought
Stratus was like the fucking best coin.
No matter what, it's never going out of the top 20.
Oh my God, nobody knows what Stratus is right now.
No. No, no, that's a different coin.
But like, but like it. My point is that but the top,
the top 10 coins will switch. They're good.
You're going to have meme coins and you're going to have AI
coins up. There.
Yeah, look at this. And, and, and we're just getting
started with that it, it's just the beginning.
So the fact that Pepe is at $3 billion, you're like, I'm not
buying because it's 3 billion and then it goes to 20 billion.
You're you missed out in A56X for no reason I think Pepe.
Is going to $69 billion. Market caps aren't real anymore.
I think I've come to that realization too.
It's it's completely uncapped. The goal posts have moved.
I mean, like just in general markets too.
Nvidia's like almost 4 trillion. It's like, OK, it's just
nonsense. It's just whatever.
Hard caps a bullshit constraint doesn't matter.
I know people don't want to hear it, but it's the.
Truth. They just don't.
Fuck it, all they are is an index for popularity and if it
if it's popular then buy it. Yeah, if it's popular, keep
shipping and and the AI sense stays in the news cycle, there's
really no reason to. Yeah, I mean, crypto's total
market cap is just a $3.25 trillion, guys.
That you that's so. It's all right, I got to run
guys, but it's fun. KKBM, that's less than NVIDIA,
which is actually wild. All right, look, wow, I didn't
even realize the time this has been.
This is really good show. I mean, I think it's very
telling that we spent an hour, an entire hour of the last show
of the year talking about one topic like this is very telling
to me, honest, because I do consider you out.
Go ahead. Well, I think it's also also
because I'm trying to convince a bunch of people who
traditionally listen to this show for memes and NFTS that
this is not, this is not attacking your bags.
This is like altcoins. Actually, I think of the main
lap here, and you should pay attention to this.
Like this is now going to be another left curve meets right
curve thing that like I think a lot of people in our space
traditionally are just like fuck that.
Don't make a mistake in not making money, OK?
Yeah. It's just a good line.
That's just a good line. Go and just do it.
It it it stopped overthinking things.
It's a bull market. Nothing makes sense in a bull
market, right? If we are just beginning, just
go and make money. Stop trying to like figure
things out chopped sight to to to do charts.
Stop trying to sit there and go. Go with your gut and your
feeling of what's popular, because this is an attention
economy across the board and will be for the next 50 years.
And just the beginning of that. Just just go with that because
in the end, in the end, you're going to pick the ones you like.
You like epic duck because it's fucking, you know, it's funny.
Then just go with it and and don't think about where you're
going to where you can make your most money.
Just try to make money and I and then you'll make the most money
doing that in my opinion. But you're nuts on the table.
Nuts on the table exactly. I think people that's that's a
good point. Like, yeah, out.
Of your house right now. If you own a house, I want you
to sell. It do not sell your house that.
Was a big house. Selling.
I love how you came on here and said you sold your house to buy
pickle. You're telling don't sell your
house, He told me. Like.
Buddy called me like a like a couple months ago.
Tell me like, listen brother, like I'm really all in.
I'm putting my house in the market.
Don't tell anyone. Like I didn't know you were like
you actually did it. Like, I knew you were going to
do it because you told. Me, I, I, I truly believe I've
been in this market for a long time, very long, like over 13
years now. And at this point it's like, if
this is not it, this is this is it.
Like this is that moment in time.
So it's like you just sometimes you have to have these, you
know, in life, the window opens up like a few for you like to
have opportunities maybe 3-4 times in your life.
I think this is one of those opportunities for all of us.
We were so early, we built so early.
Now we're seeing the fruits of early.
We're about to see what's going to change and, and to me, it's
like you just got to go all in. Like I, I don't know else to
say. Like I mean, obviously I'm out
of my mind, but. I mean, I am all in.
I, I mean, I don't own a house, I don't own a car.
I don't own any of the stuff you're seeing here but the art
or the shoes behind me. Yes, and by wait, by art, just
bring me to profits. Yeah, no do we're not falling
for the scam this cycle. No, we're not.
But I'm just saying I'm, I mean, what was that?
Raoul Pal had a good tweet about this yesterday.
I know obviously he caught some slack as usual because the art
crowd is just like I thought every time someone makes a cool
post about art Art NFTS, the art crowd makes you don't want to be
part of it, but it's OK and I. Didn't understand, honestly.
I want to be very honest just because we're on the topic.
I actually thought he was being very positive about.
He was very, very positive, he said, and he and he was saying,
Hey, if you can't afford like the shit I'm affording, like X
copies and Sam Spratt stuff, hey, go see right guy, go buy
and. He I don't think he's wrong.
Like by the way, there's there's a lot of art that's very if you
don't want to buy PFP from artists that are selling it
point 5.212 that are that are amazing.
I have an interesting take on all this stuff as well.
Like I also think that just taking a step back just from
crypto and AI, like AI, the age of AI doing everything for us is
about to like happen. They're going to start creating
a lot of products. They're going to start
interacting with 3D printers. Yeah, we'll be human with robots
that I actually think there's going to be.
And then maybe it's not right now, but maybe in 5-10 years,
there's going to be this kind of counter AI culture, which is
like we only like human crafted things, like particularly things
of intense beauty or skill to craft them.
And I've been thinking quite a lot about that.
Like, does this, will this mean that in 10 years the idea of
like an exquisite Swiss watch, like really the top end is seen
as just like, wow, like no one really does that anymore.
Same with like a lot of these physical collectibles like wine
or art or this sort of stuff, there's going to be that's
counter conscious to to really invest in human made things.
And I also think that that that does extend to digital art, like
the concept of digitally like human made, but still digital
art. I think it's quite an
interesting well. I agree 100%.
I think that what's going to happen is in all seriousness,
going back to this crazy thing, but because AIS are going to be
so prevalent and, and robotics and things that we're going to
rely on, you know, essentially this idea of, you know, we, we
become, you know, you know, like humans and robots are living
together or we need, we can't live without them, essentially,
right? The what was it 2060 that year?
To me, we're going to want to feel human still, right?
And the only way that we're going to need to want to feel
human is by buying human things. It's not going to be like, hey,
I don't I don't want to, you know, it's going to be
interesting. Maybe it'll be a time when the
humans are going to rise up and like refuse to buy stuff from
robots, right, or refuse to buy stuff from AI.
But there's going to be this feeling of humanity that we have
that a is don't have yet of wanting to feel human.
And I think things like art and watches and, and and things that
have physical natures to them are going to be super important
to us. So I think like art in two ways
is going to be interesting. I think people who create
physical art are still going to be this these important artists
in the world. It's like kind of like, you
know, my friend was saying he was to Tokyo and you go walk
down and start to Japan and he still sees these these
swordsmiths that have been making physical swords for like
thousands of years, right? Or hundreds of years, whatever
it is and how people still want to go and buy a sword, right?
Because it's like this, this craftsmanship that this this
human being created for for years to create one sword.
And I think it's going to be a similar thing with art, but same
thing with digital art, where I think the digital artists who
actually created on their own or use the tools of AI and not the
prompts and not have AI created for them, but still has that
human sort of connection and approach.
I think people are going to want to connect and buy and they're
going to want to feel different because they're going to want to
feel human. And I think that's going to be a
very interesting sort of aha moment for humanity when we
realize how do we stay human, Which is why I think Bitcoin,
buying Bitcoin is so important because it's probably the last
remnant of human proof that you could have on chain.
You can't say it's my token of being actually a human being
online to these robots saying I actually own this, you don't own
it. I do.
And I am different than you because I'm human and you're an
AI agent. I I was thinking more base
level. I was thinking more like purely
human made stuff like which is, which is the like, but I think
it extends to to to crypto or AI.
Sorry to like digital or as well, because I think that'll
probably even be easier for the rails of like anyone to buy it,
like you said before. But I, I'm, I'm of the view that
maybe the thing to invest in here is like, because a lot of
that stuff is down a lot. Like if you look at the, the,
the Rolex market or the, the, the wine market or a lot of
these physical collectibles, they're actually down a lot.
And my kind of view is that in 10-15 years, these things are
going to be worth a tonne because suddenly, I mean, how
many, how many tasks performed by man basically become obsolete
by technology? And then the people who are
still doing them, they're like the one or two people are still
doing them. You know, it still has some,
like, really valuable nostalgia to it that, like, can go to
incredible levels. Or the idea of like, yeah, this
one skilled guy still does it by hand.
Like, that's a very valuable thing.
And I just feel like we're about to end enter that sort of age of
like, yeah. I, I think, I think 50% of the
workplace is going to be replaced in the next 5 to 10
years. And I don't think that's crazy
to say. I mean, I feel like, you know,
for you don't have kids yet, but Mando our children, right, KBM
is not here. Also his kid and hopefully soon
for Rogue's kids. I don't know, the fact that
we're even at a point where they may not have to drive a car is
mind boggling to me, right? Like the, the idea that I hadn't
passed my driving test, but my kid might have the option of
passing their driving test. Because you could be like, well,
you could get your driving test, but you also could just pay
$20.00 a month and have a car pick you up.
I mean, that's, that's where we're at.
I mean, think about that. That's we're at a point where
we're, we're, we're just replacing human beings, but
we're replacing not just human beings, we're replacing the
tasks, the essential tasks that we do everyday.
We're replacing them with a is as well, right?
Our own. Test dude this thing keeps
going. The market capital AI has gone
up like 1.3 billion. In this show it's 50.
I did I said it the same stuff yesterday during the the billion
on the show and and I could just tell that this thing's going to
go like everyone was like, yeah, this is the thing.
And that hasn't happened. Anytime I talk about left curve
stuff on on on those sort of a show.
This is insane. I mean, we we did have we've
been talking, we've been covering this shit forever
because Tyler too as well. So it's like this is one to see.
15 billion seems small though, man.
Like what's the total meme coin market cap?
Well, this is not, yeah, this is not meme 100 billion.
I think is is around memes, maybe slightly more.
AI memes here or this one says 4 point.
Five AI memes is really bad though, because it's that's not
look at cookie dot fun. Cookie dot fun is definitely
better, but just look at broader memes.
I'm. Looking at memes like meme memes
here, this was saying a. 100 billion, so 100 billion.
You see that? Oh, here 93, Yeah.
But I but I think the real thing here is to look at old coins.
I really do think that like. So you're comparing this to?
Odds that's what I think the buyers are comparing it to
that's what I'm telling you like we're comparing it to memes.
I mean, oh it could never pass. It could never pass pengu.
Like AI16C just flipped pengu and with right?
Those are the most popular Solana meme coins, which tells
you that they're not being treated as meme.
It's being seen as like an altcoin.
Well, no, like most of them pumped on infra, right?
Like the whole zero bro changing its tokenomics becoming infra
pumped virtual is an infra play. I I I like that that.
The werewolf, like, oh, it can't go hard in that because it's 2
billion, but these guys are going like XRP's 200 billion.
Infra has no limits. So it's all the thing in
perspective here, like we're all thinking, Oh yeah, you know, you
know, these are top, but the top of all coins is so much higher.
It is so much higher than it. Is and I think, I think all
coins, I think all coins are going to be replaced.
I think we're going to have $200 billion coins.
I think we're going to have $100 billion coins, I think.
I agree. They're just not being patient
and not taking these risks and like, and they're not thinking
big enough. Or they're going all in too
fast, like most people tend to. Yeah, you're.
Getting dirt out or you're not. But the foothills of this, you
could have gone all in. You could have and just be like,
right, OK, I just want to own 10 tokens now.
I can't really fuck this up and. You're patient.
They'll sell as soon as it's down 10%.
You can't do that. You could sell some of them, but
it's like, it's like that's why people are shitting on Murad.
I'm like, don't shit on Murad. Like this guy's, the way he's
talking is it's actually making sense fact that he talks.
Maybe a? Coin list you don't agree with
but his His. The mindset's there.
If SP, if he believes SPX can go to $200 billion, why am I, why
would I say it? Can I think that mindset of what
he's talking about makes sense? I mean, it goes back to
everything that we've been saying, like with, with coins
that we love, like, you know, you know, it, it, it's just a
matter of wanting to believe in something and then taking that
conviction in it, right? So AI coins to me, it's like,
you know, just when the Icos happened, right?
This is what people forget. It was like Wild West.
You would throw a dart at a dartboard and it had 20 coins on
it. Whatever it hit, it went up.
And I think that's what we're, we're like starting to see, but
we're going to see it even more. And I think people just need to
have this like belief in it. And I think it's going to lead
into everything. Once the market starts
exploding, I think digital arts going to go crazy.
I think crypto punks is going to go nuts.
I think all of these digital assets are going to be starting
to be a thing. And it's all going to start
falling and bleeding into each other.
The memes, the AI coins. And I agree with Mando that
we're looking at these off coins, like their legacy coins
and that they can't be touched and the market caps.
That's all bullshit. It's all nonsense.
Anything but anything could be toppled in my opinion, or
surpassed, I should say that except Bitcoin in my opinion.
But otherwise there's nothing that can't get traction to be a
$200 billion coin, a $30 billion coin, a billion dollar coin.
It's just it's not that crazy. No, I think that's one of the
one of the main and I think it's probably because the 1st 2 coins
to come into this were memes, right?
They were both, it was GOAT and let's say FARC coin that
everyone viewed them all as memes.
And then they were like, well, this will cap out of where the
memes are. And actually all these coins
have now turned into these like essentially L ones or they're
trying to become L ones. And then that's, you know,
there's a so many multi billion dollar L ones that there's
hundreds of billion dollar L ones.
What'd you say the market cap was?
The total market again? 3.3 trillion. 3 point The total
market of cryptos 3.93.253. Point I'm gonna I'm gonna say
this right now ready this cycle we are going to 100 trillion
market cap you. Think that Jesus you see?
My face look. At me.
That's a real dude hold. On you're going to 100 trillion.
Say it again. Say it again.
Here we go. We are going to 100 trillion
market cap in crypto. Think about how much space now
you have to fill in that $100 trillion.
OK, choose wisely. The the I think the US stock
market's worth 60 trillion. So that would be, that would be
a fucking wild old move. But it's a Trump and USA super
cycle. Even that's going higher.
But look at my AI coins. We've gone from full lap to $100
trillion in but in. A whole market cap.
Oh, yeah. OK.
This is a whole market cap. You got to fill the cookie jar
somehow. I'm just saying whichever
cookies you want. Yeah, he sold this house.
He has conviction. I agree with this.
This is fucking the most wild conviction I've seen.
I love that. What are we buying?
You guys have been talking about this AI think for.
Just bought a little bit of everything man, just I'm telling
you. Buy a little bit.
We haven't even talked. By that I want a low market cap
right now that's. Gonna forget this?
How about this? Okay, we haven't.
Even thinking like memes and you're not thinking like a new
watch. Can you guys just give me a 10X?
You I'm just saying we haven't even talked for we've talked
about memes AII believe very much like like for instance, you
know how much I feel about art and you know ex copy Sam's
peoples, Joe, whatever, like all that.
I believe very strongly and we haven't even touched or talked
about runes and ordinals. OK, because.
We're supposed to talk about this?
The runes shit is cocked. In Oh man, no Farooq, you didn't
listen to anything I just said. Nobody will want.
Nobody wants like I, I, I genuinely, I said it to, to
Tyler. I'm like ordinals and rooms two
different animals. Ordinals are always going to go
up because ordinals are flex or NFTS.
They're they're digital representation of something.
Bitcoin puppets or Bitcoin puppets of Bitcoin quantum cats.
You see what they're doing? That's quanticats.
Go to quantum cats. Probably like fucking cats are.
When the type of Wizards launch, they're going to 200 K.
Like this is going to be insane, right?
Not 2. 100K probably 500 K but probably. 500K fine I'm sorry
about that but like Bitcoin pup is going to 100 KA floor each
because I have like 16 November. I I think ordinals.
I think ordinals haven't even started.
Rooms like ruins? Like what?
What would you buy room when you could buy any other corn on
bass? Solana, Ethereum and everything
else it's the same. It's the same thing as we put.
My pups back and I'm like why am I holding?
The second that they have tools unless we've been.
Seeing. OK dude give it time the the
people who own Bitcoin OK when they have a lot of Bitcoin not
the Maxis. I don't care about the Maxis.
I don't need fuck the Maxis. I don't need them the ones who
aren't Maxis when there's dexes and sexes that are holding these
basically meme and AI coins on on runes.
It it's in my opinion that market cap hasn't even been
scratched the surface. I I and I'm telling you I I I
love getting in early on things when people are like Nah, it's
cooked, it's cooked and dog is sitting there at like 700
million and you can't even trade it.
It's so fucking hard to trade this shit Same with ordinals.
It's not easy. The second things like OP cat
and UDI and some of these other people create these tools that
are allowing these things to be easy and Bitcoin sitting at four
500,000. You're telling me that people
are not going to trade runes and ordinals?
We haven't even scratched that surface.
I think that that's all, all of it, all the nose.
Yes, I'm separating the two now. Or the nose.
Yes, they're NFTS or the they're.
Not left Irving. I I have not we.
No, you're you're, you're not left curving left curve
everything. OK, you know what PUPS is going
to 13 billion. Dollars.
There you go. Thank you.
There you go. Do you feel better?
That's only one over here. That's what the house is going
to do. The XBT thinks that PUPS is
going really high so. Now do you feel better?
Do you see what I'm saying now that you?
This guy, this thing, this thing has become my best friend.
You know why? Because this thing is bull.
Posting the fuck out of Marriott like like this.
Can we talk like how? How big is Myriad going to be
Benny in your eyes? I'm well to the left Curve Told
you Myriad does numbers, Sir. Myriad will be absolutely
disgusting. The reach of Decrypt media makes
it inevitable. Boom, I I.
You know, you know that I've collected many rugs.
I'm all in on Myriad. I don't need to I I believe
prediction markets are a thing of the future, 100%.
We have a lot of AI on Myriad, by the way, and I'm.
Very excited for what you guys are building.
I mean, in this world that we've just been describing, you do
know the number one user of your platform will be these AI
agents, right? Of course, we already have.
They'll be making bets and they'll be like, this was a
good, this is a good, I think this is a good investment.
Like we should do this. We're already setting them up
like we we already have a ton of AI within the thing, just not
agents, but this all become this all being set up now.
It's exciting guys. This is going to be a big cycle.
I mean, what, what do we let's make, let's make some calls and
let's make some calls for next year, OK?
What I just told you, we're going.
To be totally 100 trillion. What is Bitcoin?
What is I want to hear? Let's let's let's be boring.
What's your Bitcoin call for December 31st, 2025?
I think Bitcoin can go. I think Bitcoin would be good to
just do a 2X next year. If I'm honest, I think I think
200 K is where I would I, I, I would like be, That's been a
good year after a very, very good year.
That's not to say that I don't think we can go to like
$1,000,000 plus all that sort of stuff.
But I just feel as though, I just think that would be a good
year. And, but in that world, I also
think that this, this trend now of AI will probably be the NF TS
defy of that, you know, of that, of that, of that thing.
And it will probably that figure that we just saw, which is 15.
I do think I do think we'll go very, very close to 100 billion
next next year. And and that that's not to say
all the coins will then do it, you know AX plus, but I do think
it will go it will hit around that sort of level.
It could even go hard like you, you have to go like base bear
and bull here, right? Like I actually think the base
case is that it can go it can go to around 100 billion.
But like, if this stuff really does pick up in the way that Oh
my God, like this is crypto's found its product market fit.
You know, I can use an AI agent to to buy stuff for me on Amazon
to pay all for my pay for my subscriptions to pay all my
bill. Like if it really goes there and
using all the like the front ends that, you know, moon pay
and all these guys are set up with, like those coins can
really just go fucking insane. Or like a lot of the stuff
around them can really go insane.
In my opinion. Like if, if it broadens out to
like not just we can degen between each other's swapping
meme tokens or like NFTS and it really broadens out to, Hey, I
can tell my, I have an interface very similar to ChatGPT where I
can say anyone can go into it and just be like, Hey, can you
do this stuff for me? And crypto is the payment rails
of that interface that's got like, that's just insane product
market fit. That's like insane normally,
normally appeals for me. So like, I do think that's a
yeah. Mando describes Griffin.
There'll be a few different people do this.
And it'd be interesting to see if like open AI or one of those
bigger ones actually pivot back into crypto and be like, hey,
actually, yeah, the best way for us to do finance here is via is
Fire crypto. Because they May is actually the
implementation of Grok within crypto.
If he does it, Grok has become very interesting.
Do you guys know that you can go on someone's profile and have
the profile summarized by Grok about what they tweet about in
general or have a tweet explained to you by Grok?
Like I really like how what Elon's doing on the Grok side
and if anyone would do something on crypto or else would be them.
It could be very Grok could get. I would pay attention to Grok
here based on what you have saying because if actually be
the Super app Greg could incorporate, Greg could
incorporate the Griffin stuff. Remember his whole premise when
he first started was he wanted to make the Super app, right?
That's the history of Elon Musk. Like his beginning of of what he
of what he wanted PayPal. He wanted to basically create
one app that does everything. That's why in my opinion, I
would buy a fucking shit load of doge.
I think that he's go, I, I still believe strongly that Elon is
going to like. Well, now he's a Kekimus
Maximus. Now brother, he's he's.
But I. Yeah, I think I I bought I
bought a lot of Doge. I'm sticking to Doge.
I think that he's, you know, I still think Doge is the the best
meme coin. Oh my.
God, artists in all time, yeah. They will hang on a XPT just at
6:50. God damn.
It I saw the show at 5:50. I think the AXBT.
We're pumping everybody's bags here.
We are literally pumping and I only own FAR Coin by the way,
but it's just a fucking big bag. But I think, I think AXBT is
we're going to really go way past.
But again, why? Why way past a billion?
Why can't I go to 10? I'm just saying.
We are, we're just sending this whole market up.
I. Just think I I don't think.
It's going to 10 billions because it is the biggest KOL on
crypt in crypto. It is the So what do you
attribute to that? What value?
The the reason why I started, I gave up on like hating on those
things because I realized what the mindshare thing is.
It's just tokenized mindshare. So if you believe in social
tokens, for example, Frantech, it was like, oh, the Faro thing
or the Mando coin or the threat guy coin.
What why does this have any value mindshare?
AXBTL is the biggest mindshare KOL, right?
I hate that term, but that's what we're that's what we'll
call it in this industry by 2X 3 1/2 percent.
I'm really trying to turn XBT right now into Rugrater creator
and badge it up right. And and so The thing is that if
in the token is just tied to its mind share and the social
recognition it's got. So it's like, that's why I think
like even the the comparison between agents and stuff.
People like to read the XBT and retweet because it's talking
about our bags. It's pumping our bags.
We like it. Whereas like the goat thing,
it's good because God is gold's going to have to go up based on
just a narrative. But, you know, I'd rather
retweet something about, Oh, this bag's going to go up and
like, oh, like, put your finger in my asshole.
But I think I think they're very different though right?
Like IXPTI don't think is a meme.
IXPTI think is now trying to be. It will try and be an infra play
like the other one. It's an, you know, it's an
influencer. But I think it will try.
It's trying to do the infra stuff too.
That's what I think. OK, yeah, 100 percent, 100%,
they'll go down that route. They they said explicitly they
want to make a Bloomberg Terminal.
So. It's some terminal, right?
So it's a Bloomberg. So how much is Bloomberg worth?
Well, Bloomberg is a private company.
I don't, I actually don't know, but it's owned by Michael
Bloomberg. Good to be in there.
Michael Bloomberg itself is worth 100 billion, therefore a
XBTS got to be worth 100 billion.
I'm trying to explain this to you, but you're not listening to
me. I'm going to cheat that wealth.
The wealth. Don't own it, Let's just.
Fucking bullpost. I don't own any, let's just
fucking. Listen, the wealth and the power
in this world will change hands in the next one to three years.
That's what's about to happen. That's how rich people are going
to becoming crypto and money. Wealth is power and we are going
to be able to create the environments that we want and
we're going to be create the narratives that we want and
we're going to be creating the rails that we want because we
are going to be the ones with the power.
There you go, Michael. Bloomberg's worth 100 bill and
AISBT is worth 100 bill. There you go.
Well I'm going to bullpost bags, don't even know but I'm probably
going to go and buy a half $1,000,000 worth of a XBTL dips
though Full disclosure. It's not crazy to think that it
can't be worth $100 billion. I mean, the AI agent itself is
going to be AI agents are going. To be.
This is what I'm saying. How about this ready, I got it
prediction ready in three-year, two to three years, Sorry,
actually I'm going to say it even sooner.
One to two years, we are going to have on the billionaire list
3 AI agents worth a billion dollars.
We are going to actually have AI agents billion in our life in
like in the next. Course, but just like the last
cycle, when I said the whole creator thing, I was like one
that's going to be a billionaire creator and people laughed at
me. Mr. Beast became a billionaire
this cycle, right? And then Logan Paul, all these
guys next cycle is just an age of becoming a billionaire.
I love the creator angle. It makes sense to me the most
like. Do you guys see what's going on
with Freya? I mean this shit.
'S I don't know about this. Dude, you should check it out.
It's nuts. I mean, they created this like
game and and it's like it's, I don't know if it's fully, I
think it's fully autonomous, but like these AI agents like like
that are that they're creating like to like be able to interact
with us. I'm I'm telling you, they're
just going to get smarter and it's only a matter of time
before an AI agent creates its own AI agent.
And then when that happens, it's fully autonomous, doing
everything on its own, and it's not listening to any of us.
And we're going to have to convince it.
And I'm telling you the the a a, the AI agents are going to
become billionaires at the gorgeous, I mean the truth.
Terminal. How much is a truth terminal
worth? 100 mil already?
It's worth, well it owns a lot of 0 bro which has just doubled
so I think it must be worth over.
How much is it worth? Let's see it.
I need to find the wallet. I haven't saved it.
Or anything but the question. The question is.
It will be worth over 50 now pretty comfortably.
It's like more than. 70 Is Forbes going to put on their
billionaire list an AI agent when it's worth over a billion
dollars? That's my question.
They have to do the truth terminal wallet.
Like for sure it's worth 50 mil right you're talking about.
Well, I think it will be a map around that because zero bro
just doubled. That's all I'm thinking.
And it owns FARC coin as well. But farcons gets us down a
little bit. I I.
It'll be. You know, in or in or around
that level. Here is let's turn a fucking
zero bro. Dude, hold on.
Why is source scan down? Can you guys hear me?
Can you hear me? Check one.
OK, I can hear you. Your internet's gone slow,
though. This coin, but dude, I'm telling
you, it's so crazy. I bought this coin yesterday at
a million. This audit coin, this AI audit.
I mean, this shit is stupid. Like I didn't, I didn't even, I
didn't even, I didn't even know what half this stuff is.
Like it's just out of control. Yeah, so I think you always have
to be wary of all the lot stuff as well like this.
There's clearly going to be some insane amounts of like this is
we're what we're saying to you here is that people can think
this stuff can go to 100 billion in the same way that like why
does why is XRP 250 billion? Why is ADA 40 billion?
You know, why is why is Worldcoin 2022 billion, right?
No one asked those questions about those coins and yet we all
question about it. That's it.
But you can also have a huge, they can be viewed just as much
of A LARP as all this other stuff at that high level.
But that's the lens that I think the buyers now are coming in to
buy them at. Like the the people that are
buying this are not meme coin people.
There are some people who obviously have ported over from
MFTS and meme coins, but it's norm.
It's like it's altcoin investors that actually haven't really
liked a lot of the meme coin and NFT stuff and have now seen this
and go like, yeah, why not? Terminal wallet has $27 million
of 0 bro and $20 million of FAR coin.
It's worth $79 million. Now that doesn't mean it's worth
39 because there's a lot of like fake coins, but just in goat and
it's only got a million of goats.
See. So it's between goat and far.
Coin is about $47 million. Yeah.
Worth 50. OK, I'm telling you and what
think about this, what is Truth Terminal going to want to buy?
My bags and. I'm, I'm not saying good.
Oh, by Sam Spratt, probably. I don't know.
Why not like why not buy dude? Why not buy Sam Spratt?
Why not buy next copy? I bet this I actually I'm going
to text this to people. People should should literally
create something that's just for an AI agent and see if it
actually buys it. Actually, you know what people
is for? For Truth Terminal it just fits
like all the Dicks and the tits and all that shit.
Like it just loves that stuff like that.
Actually about who's terminal would be really fun to see one.
Well, did I bug again? Your internet's coming in and
out a bit for OK. I don't know if you want to fix
it. And I'm trying.
I think it's a sign I got to go in 10 minutes.
I actually, I actually have to go run to school.
So I'm going to make my prediction and then I'm going to
go. OK, yeah, here we go.
All right. I, I'm with Mando.
I don't you're asking where it's going to be a year from now.
It's a little tough for me to say because I do think that
we're going to see a super cycle where we're going to go to five.
I think 280 is easy. I think not 200, I think 280.
I think like around 300. I'm looking for the number and
then this is where I'm at, where we have a scarcity of Bitcoin,
meaning there's not enough Bitcoin to be sold.
So what's going to happen is essentially is we're going to go
from not buying full bitcoins or half of bitcoins or quarter of
bitcoins, but we're going to start hearing things like
Satoshi indexes. And then people are going to
start talking in Satoshi values rather than actual Bitcoin
values. Because Bitcoin is going to be
so high that you're not going to be able to buy or afford to buy
ten of them. One of them, 1/2 of them you're
going to buy, you know, 100,000 Satoshis, 50,000 Satoshis.
So at that, I, I'm waiting for that level, which I believe is
close to like 280 to 3:50. When that happens, I think going
to 500 or 1,000,000 isn't that crazy.
And I know that sounds nuts. The question of whether we stay
there and there's no, before your cycle's broken and we're
going to drop and not drop again.
I don't know. That's a little harder for me.
I do think that there's going to be some kind of pullback because
I don't think we're quite there yet.
So, so my last thing I'll say is this, as excited and bullish as
I am, I don't think we've seen the, the, the, the, the next
level of where we need to be, which to me is tokenization.
So tokenization of real life assets to me is the future of
everything in crypto, all AI things, everything that we're
talking about. And I don't know if we get to
tokenization this cycle. So that means to me that we may
have like a crazy hyper cycle and then a really bad bear.
But at some point, when tokenization becomes reality,
when the New York, when Steve Cohen starts tokenizing the
Mets, when the wealthy start tokenizing their assets on real
estate in New York City and and buildings, when you start seeing
real assets being tokenized, to me, that's when we we've broken
the four year cycle and we're at a point where everything that
we've built is part of society. Does that happen the cycle?
I don't know. But I do think the scarcity of
every single country getting a reserve, which I think will
happen. I think there's not going to be
enough Bitcoin because if fifty countries say that they're going
to buy $100 million of Bitcoin, there's not enough Bitcoin to
buy. And then if there's not enough
Bitcoin to buy, that means value.
If it's going to go up and everything under, it's going to
start popping because no one's going to be able for Bitcoin.
They're going to try to find other things to buy.
And to me, this is that moment. And I could be wrong and not
financial advice, but if you, you have an opportunity once in
a lifetime sometimes to make that money and this is it.
And I think that if you don't do it now, you're going to be left
behind. I love that you're TLDR.
You're not bullish enough. I.
Actually believe like my and you guys know I'm for permable.
I think I was the biggest bull on CT, but I think I have to
give my my hat Benny here. I've been dethroned.
However, my actual thesis is that we're getting a 12 year
super cycle, a 12 year bull market.
So because if you studied the history of bull markets, I've
said that a lot before, man, you probably heard me talk about
this was after 2008 or before and it was the the 1st in that
bubble in post 22,008. I do think you're going to get
like 12 years of like Republicans plus like crypto
favorable, like presidents in office.
And I do think that that's going to allow for a market that
continues to go up. This means it's going to only go
up. We're going to see pull backs
that we saw this week, right? Like 3040% pull backs, 1020%
pull backs on majors all the time.
We've got like 30 of those that they're on face.
I've got to a point where I don't give a fuck if my farcorn
bag goes down 40% in the day because actually I laughed.
But I remember like the day when about 40% like see with a
billion two days 48 hours later it's back.
Like so I do believe this is still going up for next 10-12
years. Like that definitely is the way.
Yeah, I mean, I, I, I feel, I feel it.
Just to be fair. I want to be clear and say this
to everybody on here. This is very much an emotional
like in all seriousness, this is very much an emotional roller
coaster. Even if you're sitting on 20
million or you're sitting on 200,000, that same emotions are
there for everybody. And, and, and I will highly
advise you to, to not get dragged down into the, the, the
like sort of the, the muck of it, right in a way.
And talk to those people who, who are trading with you and
realize that everybody's in that same boat.
Because it's not it's it's, it's, it's an emotional fucking
game that fucks with your head a lot.
Yep, that is, that is very, very well said, Mando.
I need any last takes and then I'm going to do the robot.
Loop, I think Bitcoin to to to 200 I think next year or like
let's say 180 to 200 I think AI agents to 100 billion honestly
is a base case I think and maybe maybe in three months I'll
change change with that brand but right now that is my base
case like I think this is going to be something that really
picks up and it's a little bit difficult because I do think you
have to have like one big winner there that does like it goes
like 20 billion pretty comfortably and I'm not sure
what that is but like. 20 billion far coins going to tend.
Then maybe maybe that is the one you know, like who knows, But
like it could be a lot of these different ones.
I think, I think, I think Pepe will flip ship.
Yeah, next year that'll be one of my one of my like I would
guess more out there calls. I don't know if that even is an
out there call. But yeah, I think Pepe to to
flip ship will happen. I think the the mean coin market
cap which is currently at 95 million, I think can go to I
think, I think can. I want to say double, but it
could triple but but I would say that could go to 200 billion.
OK. That's in that in that time
frame probably led by Doge, I have to say, like I do think
Doge is going to have like a crazy four years, but I think
you need it to to hit that 200 billion level.
But I think, yeah, that probably does.
So if you're in meme cries right now, do you think like I'm very,
very much of the view that they are going to come back and I'm
starting to get unbelievably bullish again on Solana here
because of all this AI stuff. Just to just to be quite frank,
I get very bullish on base because of what's going on
there, but I get really bullish on Solana here.
So I, I, I start to think that that could, that could head up
to a pretty crazy market cap like 700, something like that.
Like I think it could go insane if it becomes the like the
underlying layer for a lot of this AI stuff.
I think I agree with everything Manda said.
And I'm going to throw out there a little bit of art stuff.
I think an AI agent's going to buy an X copy for $100 million,
OK? And I think that going.
To beat the People sale. I oh, I think, I think the
people say I will be surpassed by I think there's some top
artists and I think that you guys know, I think we don't have
to name them, but Sam people, whatever I think out of that
group and all those Tyler, Dmitry, whoever it might be, I
think their arts is going to start exploding.
I think a lot of the artists that stayed through this that
are going to start selling a lot of art, even the you know, like
the like some of the artists that are like, feel like they're
struggling now. I think that they're going to
have a lot of success going forward.
But I do think AII think there's going to be some crazy art sale
that's going to happen that's going to beat the people And I
and I I think there's a chance that it's going to be an AI
agent that I think X copy out of all the artists somehow, you
know, maybe math castles in a way.
Also actually I'm pretty bullish on them because they, they, they
speak the same language as the AI.
So I feel like things like that are going to have like some
really interesting like crazy sort of like purchases and it's
going to make us ask a lot of questions.
OK, I love that. I love that.
I love, love, love, love that. And and and Myriad is going to
explode. Wrecked epic Zai.
I think, I think everything's going to going to eat higher.
I do think that we're building Unicorn.
I wouldn't be surprised if if our company, you know, surpasses
the billion dollar valuation in 2025 because that's everything I
set out to do every morning. So it's fun to wake up and build
a Unicorn. I think Marriott's going to, I
think Marriott's going to overtake Poly market volumes in
2025 and. The and the and the last thing
I'll say is don't. Poly market.
But I just need to make these calls right?
Because fuck it. Also, the last thing is don't
don't don't fade people right, Like this is one last thing I
want to say. You know, people like I remember
when they were talking about Luca and forever they were
fading him and I kept saying it's a mistake.
Don't do that right, Like is it, you know, like Shane whatever is
a weird guy and you know, but like don't fade him.
I mean, he built something, right?
Like he's building like he. Took it from here to 1.
Correct. Like, like you see what Keith
Grossman's building at? Like, you know, like don't fade
these creators, right? Don't feed people and then don't
invest in what they're doing because you're feeding them.
That is the biggest mistake you can make.
Like put your feelings aside. These guys, these people, I
should say, are creating and you can't let your emotions get in
in the way of making money, right?
Just just just make money, right?
Stop worrying about who the person is.
See what they're building it, you know, and then never feed
others because that's the biggest mistake, like feeding
Mira Mira I didn't think is a mistake.
Feeding others it all of it's a mistake feeding baroque.
You know, don't make that mistake feeding Ovie right, man.
They're like, you know, wreck guys, this wreck guys, that
fucking wreck guys is going to crush it and he's selling these
the drinks like this is don't feed people just worry about
making money and worry about what the right moves are for
you, and that's all that matters.
I love that.