Yo-yo yo what up? What up?
Good morning Good morning. GMG Wednesday Just say wormhole
Wednesday Forgot I got to go clean this year.
Wormhole Wednesday April 3rd 20244444.
Look at that. Another beautiful day.
Have a beautiful day. I got my Co host in the house.
Well our other Co host is enjoying himself in NFTNYC where
I heard it's pretty cold and it should be cold because let me
tell you, it is cold here too. Mando.
That's where I am. Beautiful sunny sky.
Yeah, it's a beautiful day. And it came in.
Oh, no, that's what That's sorry.
That's that's that's Solby's line.
It's a beautiful day in in in Lisbon and Lesboa.
It's a beautiful day. It's cold here, man.
I had to run some errands this morning outside of my house.
Early freezing, bro. Yeah, cold.
Like cold, Not like winter cold, but it's like this weird, like
fall cold where it's like, fuck, you know what I mean?
Like not falling cold. And and then I looked up, looked
into it, and apparently it's snowing all day tomorrow.
Yeah. Nice.
You know something about it's not like, it's like, like
unusual because it does snow here and there In April.
There's always one snowfall, but it's annoying when it snows in
April. I remember you showed us like
last year when it was like unbelievable and it was like
May, wasn't it? I I think I showed you guys a
May snowfall. It does happen like it does
we've had, we've had snow storms in May before.
It's that now that's uncommon. That's not like normal.
But April snow, it's it's it's pretty normal.
Look, I don't know what's coming with Twitter today, but when you
post a Spaces link it doesn't pop up a purple bubble anymore.
It's only it's weird. It's a weird thing.
But as usual top of the bottom right there's a purple box.
Drop a GM to your boys. You know, we, we like our GMs it
it makes us feel better. And then you know drop a
retweet. Why?
Because you know what, Sims? Let's give 250 bucks today.
We have you know we have some leftovers.
You know we've been giving money every day shot to roll bit for
that but you know $250, so one lucky live listener so you have
to be in the spaces to win. We're not going to bring it up
on stage. We're just going to pick someone
at the end and and we'll credit you $2050 to your robot account
so that you can do what you want with it.
But yeah, $2050 USD giveaway at the end of the show for
following is for more hour and robot.
While you're at it, just make sure you follow us and follow
the hosts. Man for Rope, Mando and Egan
Olli even. Oh all right, you can give, oh
you follow. Anyways, today on the show,
Today today, Daily market Report, Macro, Crypto majors,
all that stuff. Looks like we got some nice
bounces across the board, especially on our favorite soy
coin, Solana and its ecosystem. You absolutely love to see it.
But anyways, the night ended up pretty good yesterday.
At least my night, Mando. It was nice to see bounces all
around. Meme coins, no one insight.
They all bounced. You absolutely love to see that.
Same for Alt Wormhole Wednesday. I mean today's a huge day.
There is a $2 billion Stimi as it stands right now with $15
billion FTV open for wormhole. So that's pretty exciting.
Yes? Someone said for rogue dripped
out like he's got a bag of wormhole coming.
I think I like 30,000 tokens across wallets to claim.
I don't know that was what it said.
I just hope I didn't have to do any like Discord bullshit or I
missed out because it's getting so annoying.
All these like airdrops. Now you have to sign up to
1,000,000 things. I really pray I don't have to.
Somebody please confirm with me that I didn't have to do any of
this shit and that I can just get my tokens.
Please. And and besides that.
I mean, that's about it. This show they showed me, hey,
shout out to Fairside and I made a mistake yesterday so I do want
to apologize. It's fairside dot IO but I'm
sure if you ever went to the dot XYZ you realize that it wasn't a
security company for crypto. Fairside is our new title
sponsor for the show this month. Fairside dot I/O FARSIDE wallet
coverage for drains, scams, and more, which I didn't even
realize but also works on like Solana any VM.
So really cool. They're going to come on the
shore at some point this month to talk about it, which is,
which is really really cool. But you know, we always need
extra security and coverage in the space, especially as you can
get drained in one click. Actually, Mando I got got on
April Fool's one extra time. I didn't tell you about this
one. My brother dumb little brother
Cyrus. You know I've been helping him
out a little bit right? So I'm hiding some ETH if you
weeks ago for soul then he treated his way up he made like
30-40 soul and soul went up So the kid is up kind of good.
Like I say he's nearly up to 100 soul.
He's pretty happy while being in law school messages me that he
got drained on the 1st of April but see I'm I'm busy bro.
I I, I I don't I didn't have time to think that it was April
fools right. And so he's like dude I got
drained my mom's like and I started to cuss and you know
what I did I didn't feel bad. I was like, you're a fucking
idiot. Treat up tough luck.
I was like, you're a dumb ass. I told you not to sign any
transaction. I told you to stop buying coins
because I don't let him do what I do.
I just, I'm really, like, more careful with him because he's
obviously, he comes from a different, you know he's 22,
right? He needs his money.
And I was like, you're an idiot. So if you're gaslighting him,
he's like, yo, it's a joke. Got you.
And I was like, oh, God, I felt sick though, right?
But you know, he he he got me good there.
He got me good there. So shout out to him.
But anyways, without further ado, why don't we get started?
I'm sure a lot of people want to hear Amanda talk about this
market. So let's get it.
Can you dig it? GMGM Yeah, look, it's a slightly
better day today. I think net, net, we're kind of
where we were when we opened the show yesterday, but we are
bouncing from an even lower low, which happened kind of I would
say, towards the middle of the night last night, European time,
we got all the way down to 64 1/2 K on Bitcoin.
It was kind of what we said. It looks like it's going to be,
look, we hit a lower high and now we've hit a higher low.
So now it looks increasingly like we're going to be in a bit
of a channel here for a little bit of time.
The the big piece of news, which I think was probably known by a
lot of market participants but not broadly was that the
government looks like it went and sold 2 billion worth of
Bitcoin. That makes a lot of sense that
remember on the show was like it's a little bit strange
because gold is hitting an all time high and although rates had
moved it wasn't really, didn't really make sense that Bitcoin
would just randomly dump whatever it was 13% and
particularly Bitcoin was was actually down 13%.
It was matching like what Solana was down like it was it was down
a lot Bitcoin versus even even all coins.
And it looks like probably people knew that this this sale
was coming. I don't know if the sales
actually happened They transferred the 2 billion of
Bitcoin to a Coinbase, A Coinbase wallet.
It seems very likely that they've at least done some of it
or or part of it that we won't know until afterwards.
Obviously quite quite a way down the line.
But we, yeah, we did hit 64 1/2 K and then we've kind of bounced
from there. To be honest, I'm happy about
that. That's been one of the very,
very few overhangs in this market with respect to chunks of
supply that could come. I was I was kind of bullish as
soon as I heard that because I was like well this makes sense
why we've dumped so much and where else is it coming from now
that that that was a big chunk of Bitcoin that that needed to
be sold. They said they were going to
sell it and now they have. So that's a good spot I think
for the market to be in leverage was was was kind of wiped again
funding is very, very low across the board stocks haven't been
doing that amazing just to go back to macro a little bit we
haven't really spoken about that much this this year even over
the last few months because we felt so detached from it.
But the the Jerome Powell is giving a speech today, the
market will be looking at that slightly just for the, you know,
how rates might look over the over the coming year.
I don't think he'll give that much away.
He's been pretty coy. You have another speech on
Fridays and things don't think anything that crazy, but he'll
probably say, you know, if inflation picks up, we'll
probably slow down and if not then we'll continue to have
three cuts. Interestingly, European
inflation came in slightly lower today.
So that's probably made everyone a little bit less, you know,
crazy that inflation's going going to pick up meaningfully.
The market feels OK to me. Like Tesla had a bad set of
earnings macros dropped a little bit after that, or bad delivery
numbers even. But yeah, everything feels OK to
me. Interestingly, in crypto, we
kind of bounced. Bitcoin bounced 66 1/2 K Solana
kind of bounced the most. It's back up to kind of 190.
I think It hit even like 100 and 92193 on on that initial
rebound. A lot of positive sentiment
again about Solana like a lot of the right we're all moving to
base to trade shit coins hasn't really followed through in terms
of numbers and Solana's kind of come back and everyone's trading
and some dog or Hanson's brother on on shit coins at the moment.
So you know is is right back with Solana right now so that's
it's continues to outperform the the rest of the market.
Other altcoins haven't really bounced that strong.
Meme coins bounced well, most meme coins have have kind of
outperformed this bounce. But yeah, it still feels like a
market where a lot of a lot of alts are not really doing much
or underperforming. And then we have another massive
AirDrop. So this yesterday or two days
ago, I think it was, we had Athena.
I've spoken about that a few times on this, on this, on this
show that rallied 60% overnight. It's now 15 billion.
And then you had wormhole today, which is around 15 billion.
It's interesting because you know, like two months ago we
were talking about Jupiter and Jupiter came around 10 billion,
right, FTV. And that was like the biggest
thing to ever happen in terms of airdrops.
We've had two in a week which are bigger than that and I think
we've got a few more coming on Solana already this, this or the
next month. We've obviously got blasts
coming, we've got a few big ones.
So yeah, it just kind of tells you where the market is, like
we're having monster air drops coming through right now.
Wormhole obviously is a bridge and Athena is is like a a defy a
stable coin yielding protocol which I definitely think it's
worth looking at. But yeah it's it's still a
strong market in terms of in terms of air drops.
I would say the focus of the left curve stuff is still on.
It's still on meme coins. Like I think everyone each day
is coming in talking about meme coins and what to trade and what
not to trade. Macro just kind of got in the
way a bit I think and so did instead of this big Bitcoin
seller. But personally I like the
market. I didn't really love the market
last night because I didn't really know if that that dump of
Bitcoin had been sold. But I woke up this morning and I
was like this market seems kind of good, like leverage is low,
funding is low. I don't think we're going to go
back to 72 K, but I could easily see us go back to 70 K and then
maybe dip down to like 68. And we, we were formed like a
channel, like I said like one with lower highs, higher lows
and that's where we go. I don't think Powell's going to
say anything that Spooks the market overly today.
And for me the market really did have a a big flush a few times,
right. Like we tested, we tested those
lows a few times and then we we kind of bounced earlier this
morning and I particularly like things like Solana which which
has bounced very strong and I think it's going to smash
through all his local hype relatively soon.
Love that. That's that's some really good
stuff, man. I this is it's a big AirDrop
dude. I've I've been claiming while
you're talking this is nice. And surely I can't be the only
one like you must have. You must have a little
allocation too, because we brid you actually was because of you.
Because you made me use my own finance.
That's mostly where my my airdrop's coming from.
Yeah, I need to look. I actually don't.
Know you have because you made me so.
Thank you, actually, because you just made me like 40 grand, but
you made me use my own finance to bridge my ETH to Seoul.
Remember when we were swept, becoming a lot of my inlets
together in Q4? So I swapped my ETH using Mayan
because it was using the worm wormhole, right?
What's cool about? I think I did.
I need to. I need to check my wallet.
I'm going through it right now. What's really cool is that you
even when you claim on your, so obviously it's on Solana, right?
So you claim on multiple wallets on AVM it all goes to one wallet
on on soul and you have all your stuff in one place and while you
were talking, I did it across a couple wallet, a few wallets and
it's it's actually very it's very easy to do.
Yeah it's it's very, very cool. Honestly, script process they
cooked. Yeah, look, again, it being on
Solana says a lot, right? Like you're going to get a,
you're going to get more money onto that ecosystem.
I saw a bunch of stables also got Mittels that ecosystem it.
150 million last night, yeah. It's definitely, it's definitely
getting bullish there or at least that's why I woke up and I
felt the most bullish. I think you need a little bit of
a slap around for with the market every so often.
But the market often shows its hands after a weak period,
right. You really see what has
recovered the best, what has the strongest narrative.
When everything gets naked, you can really see like what rises
to the top quickest. So yeah, that's what I woke up
today and did I like the mean coin stuff?
I don't know it it was getting left curve and now we've just
gone so far left curve it's it's kind of crazy, I mean.
Last night's last night's fever was onsome's everything.
Yeah. And ham Sims cat, ham Sims dog,
his mom. They sent his mom to like
$7,000,000. I mean it's kind of what comes
with being main character of a cycle or of a space, right?
Like what do you expect? Like it's kind of like what what
goes down and and everything. I saw he.
Tweeted out test didn't he Tweeted out test and then test
token went out like 1000 X and I was like.
What's with that? I saw that he tested a testing
and then it went to. Yeah, like you said, like the
volume was insane. I think the cat loaned like 2 /
20 million dollars volume in a day and then that was just that
was just that was wild to see. But hey, it is what it is.
Degens are degenning. People love it and it is what it
is. But you know this morning I saw
like with Solana bouncing, it was really on the left curve
side of the spectrum like it was all the meme coins like that
were on some of the stronger ones like seem to have like to
have bounced back quite a bit. I'm following a lot at the
moment. Maybe some would say too much,
but I I I like it. I I like what I'm seeing across
the board, right? Yeah, Hanson's cat has breached
100 million, so. Right now, I don't have any of
that. I don't have that.
I just bought it. Yeah, I don't know.
Dude how is this like I I don't have any of it.
I got in yesterday quickly for 2X trade and I sold immediately
as I hit a 2X because I was really happy with that but it
wasn't big. Nothing crazy, but that is
insane to see Hanson's cat. How do you explain this to
someone? I don't know.
I'm not a big fan of the Ansome's related coins.
I feel like that's kind of two main character for my liking,
let's put it that way. It's it's wild you know what's
going to happen though like you know everyone's going to love
him in the bull and as soon as the bear comes some people are
going to come out with the pitchforks but it's OK because
he'll have made a lot of money he'll be chilling but but you
know it's it's usually it's usually how how she goes but
again like this this is like just taking away like a lot of
like momentum from a lot of the other coins.
But anyways, that's that's about it.
Look Solana above 180 seems to have out outperformed
everything. Is that is that due to the fact
that wormhole is on Soul Mando? Because that was really like an
outperformance by quite a bit if you look at the rest of the
market. I think it was a range of
different things. I think probably the the biggest
one was just that that whole move to like oh, we're going to
move to base has not really been sustained.
Although I'm very bullish on base and I still think you know
this new wallet is going to be a big deal for it.
But yeah, just a lot of the action just returned to Solana
very, very quickly. So I I think it's it's mainly
that like it just has such a strong narrative like you you,
you. It's very very tough to not
think that Solana beats every, just like ETH beats so many
narratives last last cycle and you were like, oh, I should have
just owned ETH, you know I should have just owned ETH.
That's true it. It it continues to feel like
that to me. Like whenever I think I'll buy
something else. Even meme coins, like meme
coins, I think you can you should run.
You can run them up. If I ever think about buying
another altcoin, the outperformances of other things
always just feel very transitory.
It's like you get like a week of it and then it just kind of
Peters out and like it just it just comes back like a behemoth
and everyone's still doing everything on it and tons of
stuff's happening and it's just tough to to fade it for that
long. But you can fade all you know
it's ratio versus bit corner, it's ratio versus ether, it's
ratio versus this old coin has gone too far and maybe it needs
to consolidate a little bit. But fading it for too long just
always feels like a. It just feels like you're trying
to be too right. Curve.
Yeah, yeah, that makes sense. It's it's just it's just an easy
play at this stage. I mean I saw yesterday for the
for the hat enjoyers like KS is tweets about calling with dead
and going to zero once and for all which some people seem to
think it's SIOP. I'm starting to think that's
actually not SIOP like I I'm actually starting to think that
he genuinely wants to play that arc this this cycle where like
he hates mean coins and wants with to go to 0 because it's
starting to be a lot. But that bounced right off of
because you were talking yesterday on the show how it
that that it didn't have yet. It's like heavy retracement for
a hot second. It was 3536 but went back above
4, even 415 I think at some point.
So it seems like a lot of the main meme coins and all coins on
solar are doing well. One that I like a lot, which I'm
not in, it's not on meme coins, it's more altcoin.
It was Jupiter because that performed very well on when
Solan was doing well. And look like yesterday I went
to 1/4 and the back of 1/7. So this one is just like
continues to perform so well and I think they.
Knew they've got. Remember we spoke about this on
the show. It's like they are basically a
launchpad now. So they've got a bunch of
different coins coming out on Jupiter.
It's not just about the training volume, it's about the fact that
they're now going to be launching coins.
So they did that one. Was it?
When was the name of the coin? I forget.
Then they have this one. I was just on Jupiter, so they
have this right now. It says Zeus.
Zeus Yeah. Is the is the next one.
Which is not Ansim's dog, because that one also was sent.
Yeah, I want to put it out. Zeus It's not Ansim's dog.
It's not Ansim's dog. We're not talking about the shit
coin. But this one.
Like it's it's interesting right, that that that that you
were talking about this a lot when the first the Jupiter drop
was initially live. Saying that like once the whole
like cell pressure tames a little bit from like the AirDrop
claimers, the launchpad is going to take over and it's going to
be very get very interesting. There's a Season 2 as well
right? Like 'cause we were not like for
example OV9, I guess maybe yourself knowledgeable for
season one AirDrop as much. But Season 2, I'm assuming that
we'll probably get a bigger allocation, but if more people
have allocation, I'm assuming it's not as important as season.
One, it's going to be it's going to be coming.
I think it's Season 2, but yeah it's it's basically worth like
B&B. You know like you you can put
your B&B into a pool and you get some of their Launchpad coins.
This is going to be very, very similar and and I think it will
work well and we got him on the show and you know he's very
passionate, so you. Should get him all again when
season 2 comes around so that that's that's a good one I I I
really like that as a Solana Beta.
I mean, my big Solana Beta bed is with because I that I did two
or three weeks ago, but I I genuinely think if I had to pick
another one it would probably be Jupiter on Dips.
I mean, no, no, not on Sims Dog, sadly.
But I did print on that too yesterday.
Quickly. But again, small.
Hey, you got to write momentums. You know when you're at home and
you're seeing something that can get A2 to 3X quick, but you
won't get it out of it, You know, just don't get caught.
You know, I tend to get caught a lot.
But you know, not this time, Satan.
Not this time. Yesterday was a better day than
the day before, Mando. Much better.
What the knob cat? The knob cat makes me laugh so.
You you you tweeted about this. I know Beanie's a big fan of it.
He's probably listening from an alt account, because very often
Beanie will message me during the show saying that he agrees
with things. But I don't see him.
I don't see him. Oh, he's maybe anonymous.
Stop listening anonymously. Oh really?
But here, here's your knob cat. KB M, KB M put me onto it a
while ago. He was, he says.
He was like, this is easily the funniest one.
And then, yeah, I was looking at it today and I thought, oh, you
know, this thing is actually pretty funny.
It's not like I've been going for a long time, right?
Like, but I tend to find that the, the frustrating thing about
a lot of these meme coins is you go onto their Twitter feeds and
it is just terrible. Like it is genuinely.
Terrible. But for the school girl, I I
also bought that support VIP at like 55 when you were texting.
You're like, yo, I like this. I've owned it for a while, so
but I just. I bought.
I bought more today and
yesterday, but like that's my favorite one of these cats.
Like I I like it. It's so funny.
I when I was in in Hong Kong last week I saw Beanie tweet
about it. It was on 15,000,000.
It was like oh cabal is not you know how he loves doing that.
There's a cabal's not in there. So I like revenge.
Bought some at 15,000,000 and then like as soon as I had 20 I
was like, oh fuck it, I'm tired, I'm travelling, I don't want to
travel. I sold it all and I started
going to 150 mil and I was coping so hard.
I was coping so hard. Which is why when you mentioned
the support, I was like, yeah, maybe we play a bit, but of
course, Full disclosure, we we in it.
A lot of people are in it, and the and the and we.
I mean like 100 different coins to be clear.
I mean, it's a lot, Mando. It's a lot.
Joe Godden was printing today. Dude, that Joe Boden one went
crazy today actually. And Anson whispered it in one of
his tweets. So it just goes up 50% when he
does that. It's just absurd how, like add
some tweets here and it just breaks out.
It's almost like it's perfectly timed with the with the fact
that it's had support, you know, it's the tweets seem to come out
when they hit support. One man has too much power.
A lot of power. A lot of power this cycle, which
with great power comes great responsibility.
That's the time for shit people love to remind you of, you know,
all the time. But hey, you know, let him cook.
If it's cooking for us, you know, let him cook.
I'm just gonna do my thing on the side here this time around,
you know, I think it's easier. So anyways, there's that and the
other one that's kind of a silent assassin on Soul Mando,
which I previously started taking a position yesterday on
every dip I aggressively bought. Every single dip was mute, which
is the one that that trade that like nobody saw coming, but that
went to like 3/4 of a billion dollars.
And none of the circle knew about it, including myself.
Fuck it, I I gave into the cabal the Invisible hand, and if
invisible hand decided that this is going to be one of the cats
that's going to go higher, then I'm going to make the bet on
that cat. So I took the bet and we'll see
how it ages. It is funny that, right?
Like so if you go through all the different coins right now,
because it's become like this, everyone has a cabal behind it.
So like hobbies is clearly handsome.
Mew is like the bunk shib. Sheba founder OG.
Out of Asia, right? I heard, I heard.
It's like the OG like oh. It's OG and it's it's it's the
bunk, same as the bunker party. About it.
Onsen's retweeting it. The Sheba founders apparently
are behind this stuff. I was like, OK, that's the lot
of COBOL for me. Knob Knob is South Korea.
Knob is Genie's shit. I don't know what's going on
there. I think shot cat is the whiff
guys apparently right? Like it's the same team or
something like that behind Shark Cat.
We bought cabals, basically just a bunch of like different groups
of people. There are cabals but you just
have like it's whose horse are you choosing here?
What is Bowden? I think Bowden is is handsome's
as well with obviously Anthem. I'm just going down here like
Bom. I guess WAS Bom feels more
organic than half of this No Bom is.
BOM is 100% I read I. Read.
A tweet saying that Bom was so BN.
Apparently Binance and BNB like missed a lot of the the angels
and all the other game fight narratives and stuff like that.
So they they got into Bom heavy and listed by SO.
And that makes sense, because Binance owns like 40% of the
fucking supply. And by the way, I'm a huge fan
of Bomb. You can even ask Mando how many
times a day I send the bomb charts, 'cause I just, it just
looks fucking primed. I see it.
Yeah, So look, Cabal is a private organization or party
engaged in secret intrigues. Also the intrigues themselves.
In England, the word was used during the 17th century to
describe any secret or extra legal counsel of the King,
especially the Foreign Committee of the Privy Council.
It's always the Brits, always the Brits.
Colonization empires. I love how you blame everything
on the Brit, on the Brits. The word actually stems from
Kabbalah, which is an ancient Jewish term, if I'm not
mistaken. But we're not going to blame
them, we're going to blame the Brits, you know?
But anyways, speak, I mean look Mando like instead of like
fighting it like I think sometimes you just play with it
like you know, like if I see something is like.
I'm not. There's no shade on them.
It's just funny how that's how it's organized around, like,
it's just different factions of CT pumping different coins at
the moment. And you've got to know with
action, you've got to put your like your hat behind.
You're absolutely so right. Like it's just you see the
factions and you pick your you pick your your thing right?
Like I see, I see, I see like the art crowd putting a pre sell
out. I'm not buying, you know.
Higher. Higher is higher is more.
Mainly an art crowd, right? Higher is forecaster.
Yeah, but it's art, right? They they all produce art pieces
every single day like this. Art pieces by the.
Big art community what I. Mean is that like after boom all
the artists doing pre sales I'm I'm not in.
You're not in, you know. If that not MFS, MF feels a bit
cleaner than some of the others. It's not art.
An art, not art artist, right? I see what you're saying.
Yeah, well, yeah, definitely MFR.
Love MFR. Still like MFR, though, you know
that's a. Cabal, we're just going to get
behind, you know, the MF of base Cabal they're going to.
Pursue base. Cabal base is its dude.
Base is its own animal. Like I saw Koi Mamba.
Yeah, I was on the phone with you.
We were in a meeting before coming.
I see Koi Mamba tweeting about higher and base coins.
So you know what's going to happen and it's already
happening. I've noticed like Eric, you know
econo econo AR Eric Connor like the big big ETCETH maxi huge
right? You know him the punk with the
3D glasses. So Saul, like the OG theorem
guys are all like DC are all heavily tweeting about base.
And while they were all like heavily tweeting against Solana
for a longest time, like the bankless squad, like all the ETH
crew and they're all starting to get involved in meme coins on
ETH. So all the people that thought
meme coins were stupid on ETH 'cause they were holier than
thou for Solana are now getting involved in the base side of
things because it's on Ethereum. And if you're and if you want to
meet, pardon. I was about to say you guys,
sorry, no. Go on.
Go ahead. Go ahead.
No, it was the video I sent you yesterday.
This Coinbase smart wallet. Like it's going to be a big
deal. I agree.
Let's see, Let's see where it was.
Jesse's post, right? Yeah, it's for anyone in the
audience wondering why people get my base so hard.
It's part of, it's through this Coinbase smart wallet which
they're bringing out, which essentially allows you to buy do
a lot of different things you would do on chain on the
Coinbase app so that you don't have to know your seed phrase,
you don't have to be worried about.
Like a lot of the security aspects of this, it's like it's
meant to be a much easier onboarding process.
There's a 15 or 16 minute video if you just go onto Coinbase
wallets account, they put something out on on on it's it's
really worth watching. But essentially all the stuff
that we do with your own private meta mask, they're potentially
saying you're going to be able to do it on Coinbase.
So you just buy it on the Coinbase app and you don't have
a a separate situation that some people will hate that because
it's very it's pretty centralized at the same time.
So what, You know, I do think if you're going to try to on board
a lot of people, this is going to be a big deal and.
Not everyone's, not everyone's going to come in through like
the like people like the first step of owning crypto is you
don't own your keys, and the second step is taking it out and
owning your keys. Like we all got into an
exchange, right? I bought my first crypto on
finance. Right.
And this, this isn't something that's coming out in a few
months. This is coming out in the next
like weeks. This is coming out probably in
the next, this month. Oh, they've.
Been talking about this for a very long time like this is this
has been in the making for like you.
Honestly I hate sound broken record.
Everyone should spend at least 30 minutes a day on on
podcaster. Like just go spend 30 minutes a
day on forecaster. Go to the right channels, follow
the base channel, follow the MFR channel, follow the reply guys
channel, follow the higher channel, follow the D Gen.
channel, follow the forecaster channel, follow the founder's
channel. If you're a founder and it's
they're pretty much subreddits and you can learn a lot like
like Vitalik is like the Vitalik is a top contributor to the
theorem channel on Forecaster like literally.
Like it's just a lot. Right.
That he's contributing so much to to a subreddit type channel
on an app versus here. So like I would really just like
get more and plus like you know if you're lucky enough you get
your daily allocations of D Gen. that people sent you like 3 guys
that he giving away like 1500 bucks a day on there right.
And he's growing so fast. Have you been have you been
posting on Forecaster Amanda have you have you been?
No. No, I'm in the communities.
I just don't post. What's your account?
Because Rex Manda was taken, Remember?
I don't know. Well, you have it.
That's you, right? Is that you?
That's me. OK cool.
Just making sure I follow the right one.
You see though two months ago you wrote feels like I should
start posting Mando minutes on here.
I actually think you should. I think every day your only
thing should be copy pasting your Mando minutes on
forecaster. I genuinely mean that And you
make a channel called Mando Minutes, which is going to cost
you 2500 warps, which is about like $25.
And you get one year subscription to a channel And
then and then what you do is that you that you pin at the top
the subscription and in one click that can subscribe on
forecasts usually through like frames.
Hmm. I think that's how you can pick
up a lot of things. So you can do a Mendel Menace
channel and then you you subscribe.
So I think you should do this really like just little things
like that where like I think people overthink like how much
they need to be on an app or use it.
Some people just should be on an app to learn about it and some
people should be on an app maybe to grow their audiences and
stuff. I just go on there.
I put 2-3 posts a day. We had a meeting yesterday.
Rogue radio's going to start posting every day, so like three
to five times a day on forecaster and then decrypts
articles. Or we built in a tool that every
single time decrypt has an article, it's automatically
posted on forecaster as well. Twisted decrypt channel.
So yeah, how would we get involved honestly Anyways, So
that's that, that's that on the forecaster side.
And on this side of things, look, we've talked about coins,
talked about wormhole which opened a 15 FDVI, saw a fun
tweet by Cat, by the way on Warhol saying that until there's
not a AirDrop that opens a 50 billion FDV, we're going higher.
What do you think of that opinion?
I like it. 50 billion FDV. His call is that this cycle
we'll see things open at 50, right?
Yeah. Kind of like a call.
Probably like we we. I don't even know.
I don't know what that would be though.
Maybe like a red guide token? Maybe like the the best bet is
something like Monad I think. Monad.
You know what? Because what's their last raise,
right. They raised what?
What is it? 600 at 3 billion or 500 at?
Three it won't. 202 hundred it might come closest.
You need to have a very very big L1 for that to so that to come
even close. OK.
So I guess we'll see what happens in that, but there's
going to be a lot coming up and then just a reminder we're to
the Twitter space is going to have $250 soon.
So that's that that's in the meme coins.
I mean there's there's so much happening.
NFTSI mean, I don't think I have much to talk about here besides
tensor season three ending for the Solana side.
But again, it's a Solana, right? Like tensor season three ended.
Yeah, I mean the the, the poster got a lot of a lot of positive
sentiment or negative sentiment was the thing about the punk's
loans, right. I literally.
Opened it here. Yeah, go on.
Yeah it feels like we're we're probably headed to a bit of a
dangerous period for for crypto punks.
There's a lot of loans outstanding and it now feels
like that could go to to a little bit lower just because
they all need to be refinanced. A lot of people take took loans
out to D Gen. and and now punk's assigned to head lower.
So yeah, I'm not sure. What do you think punks go to?
It's funny because I was tweeting back and forth with
Fred Guy just earlier about this.
What do you what do you think we see punks going to do?
You think they really go much lower than this?
I think they could easily go much slower than this year.
That'll be, that'll be interesting to to follow.
I, I I don't know to be honest, what are we looking at for punks
right now we're looking at where we're looking at forty $240,000
for well that's down from from 200,200 and 15,000 but also
ethan's down quite a bit. It's just.
Quite simply, where the volumes are, it's not that I'm not
bearish on punks or anything, I appreciate that, like they
aren't impermeable to people wanting to be Gen. and there's
also some pretty fat punks owners, right?
Like a lot of people own like a lot.
So you just got you've got to be aware of that as well.
It's like someone who has a few thousand ether in them, they
might just want to take a look, take some loans out and and go
from there. Yeah, I guess we'll see the the
AirDrop thing is real. So we'll there's a lot of people
look like me for example like I'm not going to sell my punks
to go DJ on something but I wouldn't be.
I wouldn't blame someone that has like 30 punks or even 5
punks 3 If I had three punks, I would have probably stole
already one by now to like potentially 2X3X somewhere else.
Same thesis. We can't say this about the
board apes and the Uzuki's and the other NFTS not say it about
punks, right. Like it's going to happen plus
you got the room narrative, man. Like, again, I'm going to be a
broken record on this one again. But I think Runes, bro.
I think Runes is going to be so big.
Yeah, so I agree. Like and I think a lot of people
are forgetting about that because they're busy on Solana
and base. But brother I think the runes
narrative four 20s come in you have RSIC Rune Pups and
runestone and a lot of others. I think a bit corner money.
Also, Bitcoin money is Bitcoin Money's real money.
Like, you know, bitcoins, like bitcoins have cash, right?
And so and so I think that that's going to be a massive
narrative and I wouldn't be surprised if it actually sucks
out a ton of liquidity from other places on other chains.
Actually, I'm going to keep saying probably y'all like once
a week. You didn't hear me say that on
the show, but until it happens. But that's something I'm excited
about. And if I were you, like,
obviously it's up to you, but what I would be looking at the
most would be runestones RSI see in the Rune Pops because they're
the three biggest narratives on looking to get involved.
And Rune Pops like because they did this weird Solana fork at
some point to get Liquidian, which personally was not a fan
of but hey did it doesn't matter.
It went all the way down to 0.001.
So I thought that was an interesting one.
But anyways, a lot of interesting stuff going on
there, learning to ramble about it or even RSICI saw a tweet
from Juanse, so this guy OS Juanse, I follow him.
He's been like writing a lot about runes.
He only tweets about runes like he only rude tweets, which I
like. And so he wrote that like only
it's at point O 5 Bitcoin. It was .12 Bitcoin high and
there's only three something percent of the supply listed and
we're like 2 weeks away from from it happening.
So it's gonna get really interesting.
I think that doesn't mean go and ape like your life savings on
runes right now. But if you have a little bit of
Bitcoin and there's some cool stuff happening on there, man,
like I think there's some good Bitcoin betas to have going into
this halving if you're not. My only goal with Ordinal is to
multiply Bitcoin. Full disclosure, like I'm not
trying to hold puppets for life, right?
For example, Of course I'm always going to have like the
fun puppet, but like, you know, I think you know the goal is to
accumulate Bitcoin before it goes to like a quarter
$1,000,000, right? Or at least 100K.
But anyways, that's that mando Look, I think this is a good
wrap up. We don't need to, we don't need
to to extend the show too much. I don't know if there's anything
else you saw on your end, but am I in?
That's about it. Same for me.
Same for you. All right, perfect.
What about that?