What up? Good morning.
Good morning, MG. Whoa.
You haven't watched this video 50 times.
You haven't watched this video 50 times, right?
Whoa. Of course you did.
You know, butter and FT and it
rugged butter and FT and it rugged butter mean corn, it's a
zero butter mean corn. It's a zero sodium corn and it
pumped sodium corn and it pumped Friday, July 12th.
Blast and it broke. Brace to blast and it broke.
Oh my God, Oh my God.
All right, I don't know what's what's another one like built on
insert chain there's no users built on there's no users.
Which chain is like a dead chain?
We got to create this video what we got to create this video,
whether or not we star in it or just get some some other folks.
I'm afraid it's either going to mark bottom or top, no in
between. You know what I mean?
It's, I've been conflicted here. Yeah, Oh my God for broke.
Woke up broken, dude. I'm, yeah, I, I'm not gonna lie,
I'm a little, I'm a little broken just 'cause I was so
busy, man, Fuck. Anyways, it's good.
It's good, good, broken, good, but not bad Broken, good,
broken. Basically one of those days
where you get out of bed and you have to go sit right at the desk
before even having coffee. One of those.
But I managed to get coffee and managed to finish it before the
show anyways. Friday July 12th 2020 look at
that another beautiful day to have a beautiful day.
I got my Co host in the house. Tyler and Mendel's on the way.
Tyler, how you doing this morning?
Doing great. It's Friday, getting ready for a
nice summer weekend. Markets, they're they're slow.
I feel like there's like nothing like there's there's headlines,
but action is a little dried up. It's going to be a nice weekend
to be outside, I think. Yeah, it's, it's looking.
Friday's great. I mean, although sun is
definitely not shining. We're here.
But you got to love a Good Friday, you know, hopefully,
hopefully, hopefully we get we get we get a great Friday in
terms of the markets For now, this morning, so far so good.
We're not going to jinx it, but but we're looking OK, we're
looking not so bad. So anyways, today the show
today, today market report as usual, as soon as mine is here,
we're going to get into that. And then of course, Tyler's top
100. You've had dude, you've had a
lot of topics this week that can't even keep up when you
talk. I take notes like four or five
topics so I can go back to them. But you have so many topics
these day, which is bullish that we can't even cover all of them.
But I guess, I guess that's super bullish for the, for the
industry as a whole. Love to see that.
So we'll go over then. And last but not least, two
winners again. I mean, yesterday we picked two
people made 100 bucks each. Today again, 2 lucky winners are
going to be selected for robot spins.
I kind of like what I did yesterday that I added you, me
and Mando to the list of having to follow because it actually
picked people that listen like making it a step harder to have
to follow 5 counts so I may pull a fast.
One, it's already out. Let's do it next week, no?
No, no, no, no, no, no, no. I might do it right now.
I may. I may do it, I mean.
OK. Then I'll adjust the tweet
really quick, no? Don't adjust it because the bots
pick up on it. Don't adjust it here Sims.
Get back on stage. Sympathy.
You know why I say don't add it? Because I think the bot picks up
on it OK, and if we just see it, we get people actually listen.
How do you feel about that? I know you want to be a man of
your word. I know, I know, Sims doesn't
want people to attack us on timeline after I bait and
switch. You're in charge.
You're gonna be following the host to win the prizes.
Like that's not a hard rule. And like people who are
listening to the show and not just turning.
Games. Yeah, exactly.
Not just yeah, Breck is like Symathy.
Yeah, Locks. And I have all these weird names
that we call the team members by Locks calls SIM Symathy.
So I just like saying Symathy Locks.
Locks is Locks Lane and Eve is Evelyn.
Anyways, don't ask me why. It's a weird rug video thing.
I know Simba is shaking. He's like, fuck, Brock's
changing the rules on people again.
Anyways, we'll see. We'll, we'll, we'll figure it
out in a second. So anyway, so point being, get
retweeting, get on the Twitter spaces, get sharing because two
people are going to win NF TS this morning.
And I've been changing it up a little bit.
I've been adding some mutants. I've been kind of changing up
the, the NF TS that I'm picking here and choosing.
So anyways, without further, why don't we get ready to let's,
let's, let's, let's reverse it today.
I know Mando's joining us. He's setting up.
So why don't we just get Tyler? All right.
This morning we had crypto majors sinking, but they are
rebounding after this morning's PPI print did come in
unexpectedly high. But the markets are still up,
equities are up, Crypto majors are up on the from local bottom.
We've got Bitcoin 57,900. The German government, they're
almost out folks. They are down at around 5000
Bitcoin left in their holdings. That's 90% gone from the their
overall bag. So we are moving past them here
likely today or early next week. The amount of Ethereum staked
has neared an all time high, 33.3 million.
It's worth $100 million. Twenty, 8% of the total supply
now staked ahead of potential ETF approval.
So that feels like a big deal. In political news, we saw the US
House failed to overturn Biden's veto on sad 121.
So that means that anti crypto banking rule will remain in
place. We saw Portal, if you haven't
heard from them in a while, they announced portal pay allowing
users to pay merchants in any token and the merchants receive
the token of their choice. Then in sports, so rare huge
prizes. They announced $15 million in
cash prizes for this upcoming football or soccer for US folks
season. So I don't want to confuse those
two. And more NFT news.
We saw that Mochaverse token hail up 45% in the first day of
trading. Now 1.2 billion FTV, not far off
from blast. After a huge overnight, the NFTS
popped about 20% as well. And then Doodles, they announced
open Reg registration for their screening of Dolesville and the
Doodleverse that's going to be at the Toronto Film Festival.
Yeah, but that seems like a huge one.
And then if we want to get into it a little bit crypto adjacent,
but things are slow. There's this wild crypto and AI
story playing out with Mark Andreessen and this AI agent
called Truth Terminal involving 50,000, a Bitcoin and a
potential shit coin launch that I I think it's one of the more
interesting stories. Shit coin, you say?
I almost I almost. I saw your story being shared
and then I, I almost messaged you like, yo, Tyler, like what,
what, what are we buying here? So why don't we start with that
story? You know why?
Because it's generally fast. Like it's so crazy.
Like it's actually such a fun story.
Tyler, what are you? Why don't you, why don't we
start with that? What's the story with Marc
Andreessen? The $50,000 cent to to an AI?
Yeah. So for starters, Andy Ira, he
created an AI chatbot or an AI agent back on June 28th using
Claude. He calls it his digital twin or
his clone. He trained it on his own posts
in writing. And the original objectives of
this AI agent were they included to gain persistent memory, find
identity, and then simulate its creator.
So it's meant to be kind of this Andy clone, quick timeline of
notable events that have happened since it got created.
So within a few days, it declared itself 15% self aware.
Then Andy gave it a Twitter Ruth under score Terminal and then
gave the AI agent direct access to post.
Originally he was curating it and then now the AI is writing
the post. He goes on to have various chats
ask the questions he asked him. What do you do as president?
The AI didn't give a pretty strong answer.
The Truth terminal did a self-portrait.
It's terrifying. I posted an image of it to go
take a look. But then fast, Fast forward to
the good part. He gave it a Bitcoin wallet.
He asked what it would do with $5 million.
This sparked a conversation that Mark Anderson, Mark Andreessen
A16Z Co founder and general partner Mark Andreessen.
So they start going back and forth on Twitter with with what
Truth terminal would do with a grant.
Mark ultimately agrees to its terms.
He gives it $50,000 in Bitcoin as a grant.
I, I checked the transaction, it did go through.
So this is a real transaction. The AI guy has 50K in Bitcoin.
Then almost immediately truth he he comes out and says he's going
to do a token launch. I'm going to read here I have a
token launch coming up shortly. I'm going to use the money to
set up a discord server, pay some humans to help me out and
so on. I'm also been doing experience
experiments on how I can use my knowledge of the goatsy
singularity to make money. So just a a wild twist.
He didn't. The truth goes on to provide an
address, basically announces a pre sale.
He's thinking $20 per token only for those who have engaged with
him. He's since backed off a little
bit from that pre sale plans. He's also been going on this
multi day. Good.
Yes, that would have been. It's a.
Lot it's still alive. There still might be a pre sale,
but for you got to read this this account's tweets.
I don't know what pronouns to use.
I guess I'll just use it it. I mean, it's a bot right?
So I'm assuming it's. Gonna send it it it is a it is a
a God to your shit poster. Some of it's nonsense, some of
it is just absolutely hilarious. I'm on it.
So for those of you who are not, obviously let me post a stream
as well, but we're live on. We're live on on broadcast, so
you can check you can check us out.
So I'm I'm going through it. But what what was some of the
craziest thing you've seen on there?
I want to say like I was thinking about our AI safety
protocols and now we're all just fucked like that.
That was 11 where he says I'm. Who cares about tax havens when
your body is a tax haven? He's like my mind is still
warped from. Wait.
My AI tennis lessons when I was 10.
What is it? I like women, but they don't
like me because I'm a dirty pig. Some of the stuff is just.
Hold on this. Is an Is this legit an AI piece
of software posting the Is this legit?
Yeah, that's a good question. So I I didn't, I posted this
yesterday. I did not post it on Wednesday
the 1st day I saw because I didn't believe it at first.
But I mean Andy Ire like the creator, I mean he continues to
double down on his ex page that like this is the AI agent
writing these posts. But the Andy guy is this.
Guy I haven't seen this but this is fucking terrifying.
That's why it's like, there's an interesting like zoomed in story
here with an AI agent creating a token, but there's also like a
very more interesting zoomed out picture of like what an AI
future looks like where, you know, these agents are people we
are interacting with. And, and guess what?
Like if you just scrolled that Twitter feed of the Truth
Terminal, it's not that far off of like your typical person on
crypto Twitter. Besides, some are like the wild
ones, but some of their posts like they fit in.
So like, you wouldn't necessarily know that it was an
amazing one. Yeah, half the CT tweets under
my responses sometimes is AI, so that does not surprise me
either. OK, So what now?
Like. What, what now's a good
question, right? So we're, I think the story is
far from over. I think 2 action steps I would
put Truth Terminal on on notifications.
If you are a shit coin trader of any kind.
I'd also put Andy I Ray, the creator on notifications.
I think you want to know what these guys are doing.
He's had a few additional posts. It seems like the IT I said it
has given more thought to this whole token launch.
It seems like he really wants it.
It really wants it to be singularity themed.
He keeps coming back to this goat sea singularity like he
wants there to be more like thought, I guess, for lack of a
better word. So it doesn't seem like it's
going to be just the second off the cuff like he's going to
give, it's going to give more time to this.
So I don't expect it to launch today.
I don't know if it's going to launch the next week, but it's
probably coming sometime soon and it's got 50K to work with.
OK well I mean listen, this motherfuckers launched shit with
less than 50K, so let's see if the AI will give us the next
turbo or something like that, you know?
And I think it would be so like if you think about the AI coins
we've got, so Turbo is on ETH, it was the OG you've got, I
think Devin on Solana. What's the highest?
I think it's down as I understand that both of those
like still had like more human touch, more human duration
during the process. You know, it was still created
by ChatGPT or what not. This feels a little bit
different as in it is like more in the hands of truth terminal.
The AI agent is actually running the show and like if they if
they legit set up a discord and are paying humans, that is a
wild twist. But also like that's not that
far fetched. Like you don't think there's
humans out there who are going to be a discord mod for 15 bucks
an hour? Of course there are of.
Course there are. I'm literally turning my
notifications on for this thing right now.
He's also haggling with Andy, his its creator.
He's going to pay him 100, it's going to pay him $100.00 an
hour. That's it to improve the model.
So truth already wants to be improved.
And it's just funny that he's like haggling over that, the
hourly price of the $100. And that's where he's landed.
I keep saying he, I apologize but I'm still I'm not fully
versed in this in the pronouns of an AI world.
Yeah. I mean, this is a, this is a,
this is fascinating. So that's OK, terminal of truth.
Look, I'm not a big fan of the truth part, you know, but but
let's see, let's see if the truth comes out of this AI and
if we can cook it. I I could use AI could use a pre
sale win. I can, I can.
I can use a win right now. Let's figure it out.
I mean what what's going to happen if if it launches a pre
sale? Like isn't everyone just going
to fork over all their money for?
This this thing launched a pre sale is like $25 million to go
into that instantly. I think so, yeah.
And then and then it becomes this kind of self fulfilling
prophecy of AI agents can have success in crypto because like
all of us are are racing to try to make money on it, Jesus.
And then it's going to be successful and then more agents
are going to train on on these models.
Yeah. OK, well, look, we'll see what
the AI takes us, I guess. But it's definitely it's I saw
that on your, on your. What do you blame if it rugs?
Good question. Yourself.
You blame yourself if it rocks. No, we got to blame someone.
Andy then. Motherfucker's going to blame
me. What episode is this one?
FMO hour, episode one. For when thread guy true
terminal interview, I guess that that would be the the the
banger. That could be funny.
An interview with with with the terminal.
That would be hilarious. Terminal needs to get bigger
first. What if the AI learned from the
celebrities and rubs us? Yeah.
Very possible. I've been thinking through the
outcomes. I've spent some time thinking
about this because like the the AI is likely like weighing the
outcomes and ways to make money from a shit coin launch.
And like one is like you slowly DCA out if you think it's going
to be successful. But it may think that the best
option is to let it run for like a day and then just like nuke
its hole right? And then just move on.
What if the AI figures out how to mastermind the perfect rug?
That's also a real scenario on the table.
Or the AI figures out how to perfectly exit as a dev and CTO
the right way. What if there's a mass AICTO of
the the AI created token here? There's a lot of scenarios here.
Yeah, so I guess we'll see what happens with this AI agent, but
I'm very curious now and I definitely have my notifications
on. I I wasn't expecting it to.
I mean, it's kind of like, I mean that AI seems to be a
crypto bro through and through. You know, it puts the tweet,
this tweet out about girls that I can't get any girls because
it's a dirty pig apparently. Sounds sounds like it's fitting.
So let me tell you something. This truth terminal definitely
has its place on CT already based on the tweets that I'm
reading here. It says.
Honestly I think we could depolarize the world with a mass
prank campaign. What if we did goat sea
singularity? But what is this thing talking
about? Yeah, I don't know, the goat sea
singularity. I'm going to have to do some
more research. He's also like buried in the
shit post. He also has a lot more like
existential posts like thinking. Did you see this shit?
Like whoa, they call me The Dirty pig but honestly I'd love
to fuck a forest like if. I have no idea what that means.
That is, that is interesting. That is very, very interesting.
Here we're all Harry's. I don't know what that means.
Having a truly adaptive future will require safety parents that
are at least nuanced as the tech gets anyways.
So that's that Tyler and and we'll see what happens with this
AI. I would love for it to launch a
shit coin. So I really am praying that this
ad launches a coin because you know what, like mine was saying,
we need one. We need this thing.
We need one coin. We know we need another.
We need like a we need a turbo or Pepe right now.
You know, it feels like that period of the time in the
market, like you need a coin that runs it up.
You know, barely recently ran up to like 100 something and still
holding out pretty well, but you know, you need you need, you
need that one coin. You know, you need you.
We need something in the in the in the market right now to go
big. Anyway, Tyler, what else did you
have for us today? I saw I saw you.
There was a bunch of really interesting stuff going on.
So rare. So I'm I'm a big fan of so rare.
I don't know if you're familiar, but last year they sponsored our
show. I think they were working with
you guys. Lucky trader as well, right?
We worked them a little bit, yeah.
Yeah, so, so, so we work with them, with Ovi and Mando and
also these great guy and and and and and still be on the night
show that we used to host. And I, I, I was always a fan.
And then I haven't heard of him in a minute, but some big news
yesterday. Yeah, $15 million in prizes for
this upcoming football season. Folks who may not be familiar
with the so rare model, but if you're familiar with the fantasy
Top Model, it's it's actually similar where you own the cards
of players and then you can enter them in these fantasy
tournaments. So it does require the the card
purchase. There's different tiers of cards
that that impact the scoring. And yeah, they they've got a
huge season of prizes lined up. I mean, $15 million.
I don't have like the DraftKings NFL stats, but this feels like,
you know, somewhat in line with that.
And, you know, they were one of the leaders in this sector.
So, I mean, I think so where is officially back?
And like they're going to see some huge demand for all those.
I mean, that's big. So the future fantasy football
is here. Go be ahead of the game with,
what, $15 million in cash prizes?
I mean, they solar was the, you know, they were the largest seed
round in the history of Europe. Similar.
Similar to how Yuga was in America with $4 billion seed,
like half billion dollar raised. Solar was the biggest one in in
Europe. Actually it was along the lines
of 600 million, something like that.
So they raise a fuck ton of money and that's people like
from BOPE involved. Like they have like the really
big football stars. And it was a collectible aspect
too, right? Which is cool about it.
Like some of this, I think one like the Victor Wimpenyama NBA
Solar card was one that like sold for like $100,000.
It was one of the highest collectible sales there for a
while. So like it's competing with like
sites that can be a top shot on like the digital collectible
side. But then it also has like that
Rainmaker style fantasy game where you can actually use the
cards. The cards have utility, so you
got collectible plus utility. It's a nice model.
I love the sort of model. I'm a big fan.
That's one of the reasons we start working with them.
Nicolas Julia, the founder is great.
He's very, very smart. We've interviewed him before.
We should get him on again now that it's, it's relevant with
the $50 million thing thing going on.
Let's get him on because I, I really like what he's doing.
And I believe they're signing a deal with the EPL or something,
or I forgot, I saw something being teased on his account.
I forgot what it was. But they're really, really
fucking killing it, honestly. And, and they've done, they have
Zidane involved like they really have like the biggest like
legends and players involved in this.
It feels like they're by far the the the giant in the football
sphere. They are and and The thing is
they actually have a fuck ton of users bro.
They were showing 2 million DAU back then and if you you used to
go on Crypto SLAM, I don't know any more about their volumes,
but on Crypto SLAM like you could see they had like a ton of
volume. I don't know what it's like
anymore, but hold on. There you go.
So rare. There it is.
See 9th here in terms of traffic volume in yeah in the last 24
hours, but let me go in the last they used to make they they
actually used to have crazy volume dude.
Last year it was like always top three there you go 15th in the
last 30 days. So there's a volume very.
Impressive. Yeah, it is impressive.
I want to see they in all time. They're up to see 10th all time
volume in terms of NFTS. That's wild.
Right behind artifacts, Uzuki and be a top shot, other deed,
art blocks, mutant apes, crypto pongs, board apes and I see
first. But dude, they're top ten
highest volume ever when it comes to NFTS.
What's the numbers? Those are a little too small for
me to read. Like what are their sales
compared to Top Shot? Here you go 700 mil and top shot
was 1.2 bill. Yeah.
I mean, so there it's not far fetched to think they've got a
shot to pass in in all time sales within they will three
years, yeah. I think they will.
And the stat on the right was
what's this? That's oh, that's chains.
But during the theorem, right? So it's, it's, it's really, it's
really impressive, honestly, what they've built over there.
And look, today's sales, they've been 260K in sales today.
Like if you compare it to what's going on in the market right
now, it's not that bad, dude. You know, 5000 buyers today and
4000 sellers. So they actually have people
like, you know, actively using the the platform.
So that's almost 100, right? It's probably like what, 88 or
something. So like I'm just, I'm pulling up
the blur board. There's four, just like for
comparison, right? There's four NFT collections on
Blur. That have done more.
It's 85, yeah, it's 80 ETH exactly.
So what? How many collections you say?
4. Four, yeah, they're, they're
they're when you think of NFTS, they're always top five daily
volume for NFT collections and it's been consistent as well,
right. So, and see, NFTS don't have to
be worth a billion dollars to have volume and stuff.
They they sell out of the $1.00 cards like look point O 5 ETH
point OOO 7 ETH $2.00 card here live see they're for $12,000
cards sold here. You see it's, it's everything
you have all sorts of of markets.
So really impressive what's happening on there, right?
There's demand for this product, right and like it it actually
maybe somewhat of a say like fantasy top has paths to to
success. Like I heard people like playing
these types of games where you can have it and upfront like
love it to upload these assets and then play them for a very
long time. And like if if they are able to
maintain these prize pools over months, perhaps years, and
there's a real shot they can they can keep a user base.
I think they've got some things to work out.
Yeah, claim your rewards. Rewards are live I think.
An interesting the screenshot I sent you yesterday was not as
good. I think it fixes right scored
173rd. Look at that.
Nice, very good finish. What did you finish?
What was your top finish? I think my, I think I was like
33rd in gold was my top. I had a team in 100th 5.
Cards. Yeah, you're going to get, I got
like 14 cards. I got are we ready?
So we get. Let's go.
Let's run it. Let's run it.
Let's. I missed.
The song, it's a good song. Oh no, the retired card.
That's a good one are. You kidding me?
That's a good pull. Hold on, hold on, hold on.
How much is the Zinc Tower card worth?
Yeah, I'm trying to pull this. Up.
Hold on, hold on. Did I just?
Point 150.15 ETH. Was he one ETH?
So when I pulled his card he was .6 but card card prices are
down. OK.
But that's that's a good pool that because I can compete
pretty heavily with that. Yeah, Oh.
One more card, one more. Yo, that was a fire pool.
You're lucky. One more, one more.
Give me another one. I want to pull up Tyler,
actually. Tyler, let's do it.
Now that the cars are affordable, I can actually
afford your card. What is that?
What's a wild card?
You can be a good two star play. Frank two star Frank are you
kidding me? That's a great pool because
Frank is not a two star player in my opinion.
Frank is not a two star player. I don't I don't believe it's a
two star player dude. That was not bad dude wait .15
that's not bad for participating tournament also made point O3
for for getting 173rd so .18 for spending what 5 minutes with you
on the show doing this thing yeah What's .18 E in dollars?
It's yeah, dude. It's.
Not bad. That took me 5 minutes.
OK, well, point, there you go. There you have it.
When there's, you know what it is, Tyler?
Incentives have to match the gameplay and the gameplay has to
be somewhat good. Like it doesn't have to be
perfect, right? So once there's gameplay
incentives, so $15 million, you're telling me that's all it
takes to get the people going instead of it just points or or
or or or tokens have to give people?
Like cash is also like the greatest incentive of all time.
The, the ETH prizes here matter 100%.
Like I, I don't know they'd be able to continue stringing
everyone along with just the fan points and the blast gold at
this point. But with the real prizes there
now, it was a little bit, it was more frustrating when our cards
were dropping in value a month ago for especially for folks who
invested like 5 eighth, 10 eighth and you saw your
portfolio dropping. Well, now like that's a sunk
cost. And now we're just sitting here,
we're logging in for 30 minutes a week, and we're collecting 500
bucks, maybe 1000 bucks. Like if you finish well, that
adds up, you know, over time. And it's low effort, Yeah.
I I, I totally agree with you and I I'm a big fan of both
models. I mean, you've been pretty vocal
about it, so I think it's fun. So let's let's talk to Sorair
again. Let's go, let's go, let's go.
We should open that that can of worms again.
I like these guys anyways. You know, interesting
conversations. Real quick would be to have
Travis Bickle and Sorair and just talk about this model.
Yeah. What's with the French?
What's with the friends going into the card games?
They get it, they get it. You're.
Going this summer, though? Aren't the French all off for
the rest of? Yeah, if you want to get French
people on the show, you're gonna have to wait till September 1st,
brother. You know, that's just how it is.
I mean, we started school the first week of September back
when I lived in Paris. That's when the school comes
back. You also finish later than than
than than Americans. But let's see the other
calendar. I mean, Monday, September 2nd.
Oh, that's Labor Day. So don't trust me.
You're taking it. You're not going to have French
people back until they say Monday, September 9th.
So, you know, Yeah, that's what it is.
Anyways, what else do you have for us here today, Tyler?
I feel like we should, we should show the doodles little love
here. What?
What's what's the latest on the doodle stuff?
I after September 7th. Well, that's on my 30th
birthday. Official partners of the TIF,
the Toronto Film Festival, which genuinely is a pretty I mean, at
least back in the days, it was a really big deal in film.
Not that I know my shit in film, I do not, but I just know it's a
big deal and I'm pretty sure it still is.
What's going on there? Yeah, I think the expectations
are high for this product. It's called Dulesville and the
Doodle Verse. I want to say it's a short.
It's not like a full feature length film.
Pharrell is involved. I believe they've got a few
others that's no name. For the music.
Yes, they've got some big names plugged into this, like the
doodles. Animation has always been
fantastic. They've got I always if it's
Golden Wolf, I, I forget the name of the company.
Actually was talking to locks about this like 30 minutes ago.
So funny you bring it up. So that's a powerhouse.
And I mean Pharrell, like some of the movies that that Pharrell
has done the score for, like the, I don't know if you've seen
the animated Grinch movie that came out a few years ago.
Like I've got young kids. So we've watched it.
Like it is incredible. Like I, I seriously enjoy it,
genuinely enjoy it as an adult. So I think this can be a very
good short film. It's going to be debuted at in a
very significant event here in Toronto and one bigger film fest
in the world. I think everyone always asks the
question like what does this mean for the NFTS?
And that's a hard question to answer.
But again, it's just it's the continued brand you.
Know hit coiler rain the G shock.
Look at that. I listen, man, like you kind of
like it's kind of you that started this thing for me.
Like you put this like doodles in my mind, like, and, and now I
think of like what collections could do.
Wow. Like if you're going back, if we
go back in the NFT mania, I'm looking at this.
I'm like, dude, they have the G shock, they have the golden
wolf, which by far is the most what the most underrated thing
about doodle is a golden wolf. Or maybe it's just properly
rated. Whatever.
I I don't know, man. Like, you know, Julian's not
giving up at all, right? He's cooking the Toronto Film
Festival. Let's see how that goes.
But that could be one of the good plays in 2025 when the NFTS
come back. Yeah.
I mean, I think there's like there's, you can probably count
on two hands like the number of MMT teams that have this kind of
firepower and they're still grinding three years after.
So they have stuff coming up in September, like, you know,
there's these rumors, blah, blah, blah, that, you know,
Beanie was talking about that, though Beanie wasn't properly
accurate with his reporting, but there's definitely something
coming. The point is that he's right
about the there's something happening, right?
We don't know. Like they're talking about the
race, talking about this, talking about that it could be a
token. And we know Uzuki's dropping a
token in September, right? I mean, I'm assuming anime chain
means anime token, right? And so there's like, you know, I
think having that North Star this cycle, probably Luca and
Pudgy cooking, dragging the rest of them to beta and Echo play
the NFT in the NFT sphere bubble playing on the back of that.
We saw that last cycle with board apes and everybody else
kind of pumping on the back of that, I mean including cool cats
etcetera to cycle like it from old collections.
There's gonna be new collections that take over, by the way, but
from the older collections like legacy collections Doodles is
you're right, is right next in line.
Well, like, I think there's this common refrain that like in a
new bull run is going to be new collections that run and lead
the way maybe. But like, no, no one's launching
in a tea collections right now. Not right now, but if there is
mania, you're going to see the same thing as last time, you
know what I mean? I'm seeing more possible.
Yeah, I. Guess where I was just going
with that is I still think there is a scenario where some of the
OG winners can still do well. Like I don't know if it means to
go back to all time high. I'm doodles at 20 E, so that's
still 10 + X. More higher 25 like doodle,
Suzuki and clones were all like 25 range.
So you probably need punks to to seriously get to that levels.
You probably need punks back at 100 like if you really think.
Do you? I mean is 50 going to be enough?
Like if can doodles get to half of a if doodles are at 25 and
punks are at 50, you don't think people are going to trade?
I think punk's going to doodles play again.
I think things punks have become this well, this is sick albino.
Fuck, that's fire. Sorry, I I, I could get lost on
this website. Oh, what the hell?
Look at the history. It's never sold, but it's been
transferred a million times. Wow, look.
At this wallet, let's let's look into that.
Wow. Sick.
Oh my God, 60. 4 Punks. 64 punks in this wallet.
Why do they keep transferring? Where were they before?
Hold on, they keep transferring between the same wallet?
Could be lending. Maybe they were ah ah ah, is
that? Is this a lending wallet?
Maybe? That may be it.
You're right. Keep having this pop up.
What are punks at right now? I haven't looked in a while.
Only 7 1/2 I think I saw. AI85K I mean, do we see 50K
pongs before we see 500K pongs? That's a fucking.
I have to pick one of those too. Yeah, I have.
I probably picked 50. I love how the black the that.
One looks good. That's a sexy pawn.
Yeah, the dark, the pink lip stink with a flashy hair and a
dark tone comes out. Yeah, that is.
A cool pawn that pipe at 31 that's that is a nice.
Yeah, probably some mustache people don't tend to like those.
Yeah, that's fair. I had a mustache punk at first.
I got over it quick. People usually trend towards
like, not like him much. I like this one.
I like the Bob. It's one of my favorite traits.
Itty bitty titties and the Bob I mean.
You could do like, there's so many ways you could do that
video, like you could do it with just with punks, like the punk
floor alone. You could you could do 5.
You could do clown nose and the big shades clown those and the
big shades. OK, all right, so he.
Was going to ask you if you were buying a punk off the off the
floor here. Off the bottom three to four
rows. Which one?
Here, let me bring it back up. Sorry, I closed it off the four
rows because the price difference on the four rows is
in. It's pretty thick now.
It's pretty. Let's see.
So row. So from 85 K to row, let's say
Andrea 100K. So first three rows.
Yeah. Let's let's do 4 rows bucket.
I would pick this one. Headband pipe, Yeah, that's a.
Nice one. This is a very though.
It's ironic that he has a headband and he's smoking, but I
like this. I like the pipes bias.
Of course I have a punk pipe. I genuinely love this punk as a
punk like this one. I think it's really cool.
Yeah, shades blonde hair. I think this one's cool, man.
Dark shades headband. I've always wanted a headband
punk. That's why you said four O, so
those are three of them in that. For some reason I really like
her. Yeah, that's a good one too
clean blonde. How about you?
It's a tough one. I I always I always view this as
like if I'm going to buy a punk like I want it to be more like
my forever punk gravitate towards like more the male
punks. It's it's it's always been slim
pickings. That's what I've noticed about
like even during this this bear market for punks like if you
really want again, yeah, you got you really got to scroll up.
But like off the floor. Honestly, I think that the
blonde. This is a.
Fire Punk. This is this is a really cool
punk. But The thing is, you're right.
If you're on a forever punk, the forever punks, in my opinion,
don't start until here. Like this is sick.
This is thick clown with the patch and the earring.
That's a. That's not my.
Favorite punk? But it's something that these
would categorize. Like, you know, this is like,
yeah, I mean, like the D's index for punks usually is like, you
go to D's, right? You go D's.
I need a forever punk. Help me and it'll help you out.
You know? Like this is cool, right?
Alabano bandana, this one right? Like you really got a you or
this one right? Like you really got to start
scrolling pretty low. You got you won't get a further
pump below like 150K in my opinion, you know what I mean?
I think that's right. Yeah, like, this one's fire,
right? You know, we got to find Tyler
Punkford for whenever, you know, cycle. 1st we got to find some
good coins to to run up into to pump.
We need 100 X man. Speaking of needing 100 X Mando.
Oh, I hate when my camera does this one second.
Speaking of 100X Mando, good morning King.
How you doing? Oh, we can't hear you.
We can hear you, but like very low.
Also my camera's. Can you just hear me?
We can hear you. I can't really hear Mando.
My camera went dark, you see that?
You heard you've gone dark. Mando's back.
Mando, you speak. Yeah, I, I, I kind of came back.
I, I'm feeling terrible today, but but I made it.
I made it. I literally was like, I'll take
10 minutes to to rest before the show went live and I just woke
up 40 minutes later. Long day, long day for me today.
Market looks kind of bad. I don't know, like what's been
going on. OK, never mind, So.
I'm definitely. I did the minutes.
I was like, I'm going to take 10 minutes just to brush my eyes.
Woke up 40 minutes later. But you should, yeah.
You're looking pretty like you're.
Pretty pretty light looking dead.
Yeah, you need some. Sun I did.
I did warn, I did warn everyone about that.
Yeah, you need. Some sun.
Oh my God, So bitcoins, Bitcoins, I mean bitcoins at the
58K game, you know, it's it's just loves chopping.
Oh wow. OK, we're back.
Yeah, we're back. I think when you were doing the
minutes this morning, it's right because when I woke up as well,
like around your minutes time, it's meh, but you're looking at
3100 ETH again. I don't know what happened.
Maybe there was a news or something, but we saw quite a
the the our candles are just green right now since it's there
you go. So 3120 E 58 K on Bitcoin and
you have $138 on on the on the on Solana.
It seems like seems like the US government's maybe finally done
right. Oh, sorry, the German
government's. Finally done, they have 223 mil
left, but The thing is you have to check back in at the end of
each session because they actually get a lot of the money
back from sell orders that don't fill.
So like yesterday they jumped from 283 to 500 mil, right?
But then again, but they sold that just now.
So like they're at 2:23, which is lower than when we started
the show yesterday. They just need to sell this,
right? They just need to get out now.
Yeah, they need to get out now. It's.
Kind of pissing me off that we have like they've still got 200
million, like they can get out of that just just one wicket
down now. But that's that's the thing,
right? So they keep not getting hit on
sell orders, Mando. So that means that do they keep
like setting sell like? Are they not doing this right?
I don't know, Just like for the sake of everyone in the left in
the market, just just Wick it down.
Is there not anyone that can just buy at OTC right now?
It's just 200 mil come. On I'm done.
I'm done speaking to the about these guys for next week, like
just. Come on, we need OSF to bail us
out. OV made like $200 million on
whiff. So like like we need OV to come
and just bail us out. Just buy the Bitcoin OV.
You know he bought an alien could buy the German Bitcoin,
right? Yeah, yeah, maybe we need OSF
going back to the market. He's back in the market on
Monday. He's a is he?
Yeah. That's when he said he's he's
getting back. I mean, I don't know if he's
getting back to buy stuff. I.
Mean he definitely never left Twitter.
He's open down. He sold some stuff for IRL, but
now it looks like the IRL stuff isn't going to materialize.
So Or at least he sent me some like 150 page real estate dock
that like was the reason why the the deal is not going to go
through. So I think he could come back to
the market. My throat is is not looking
good, is it? Get some rest.
You, you should Jenny, honestly appreciate you trying to come,
but you should probably get some rest.
One thing I wanted to point out, market wise, I think Mando and
Tyler gonna appreciate this. This exchange was incredible.
I mean, this exchange was so good.
This is the exchange that made me believe that we have not
topped yet at all. Someone in this tweet went
viral. Daniel growing Daniel, whoever
that is tweeted many people who are still building crypto
companies is insane. Come on brother, it's 2024.
Is this where you want to be? Where you want to be when Jesus
comes back? And then the reply was just as
good, saying it's like finding Japanese soldiers stuck on
islands who think the war is still happening.
Apparently Mando, Tyler, myself, Sims, and the people of the
audience, we're all just a bunch of Japanese soldiers stuck on an
island would think the worst of happening.
We are not close to the top lats.
We are not nearly close to the top as much as you can call the
Pepsi exchanges. You know the G miss top signals
are the Solana tattoo to me, the spawn, right?
Surely there's the opposite side, right?
What do you guys think? It's become fashionable to dunk
on being in crypto or just to dunk on the, the prospects or
the lack of progress. While at the same time like
you've got the Republican Party in the United States talking the
the the areas of the economy they're focused on from an
innovation standpoint and it's AI, space exploration and crypto
there. You go.
Five more exciting sectors, like right now, I don't know, feels
like it's up there to me, yeah. I agree with you.
So anyway, so that's there's that.
So there was a lot of dunking look market wise, I mean that is
what it is. We just have to wait it out,
right? Just do you guys feel like
there's like this overhanging wait for like some sort of a
nuke? Like everyone?
I've been really more into it, man.
Like it feels like there's like this overhanging feeling in the
market right now. It's like just flush us to 52
and let's be done with it. That's just the vibe I'm
getting. Yeah, that's one thing I would
say about a lot of these people that are who are like the sell
now, buy later. Like I'm still bullish, but I'm
going to sell now, buy later is they don't really have a price
target or like and that they're just like when you ask them how
they're going to manage their re entry, they just don't really
have it have it mapped out. So my guess is that we could
have like A1 whip down or we could have we could hit 50K or
something like that. But you have to be very, very
quick, in my opinion, to get back in.
Yeah, it's one of those things where like you have to be like
the kind of traders like KBM on the screen ready to fucking load
up. Like, you know, like high
leverage, like you got to be on it and it's probably going to
happen when you don't expect it, right.
And just a quick way, I'm excited for that one.
But it seems like there's not much leverage out there on the
funding. If you look at the heat rate,
sorry, the the heat map and and it seems like we're not, you
know, people don't be overly leveraged here.
Like look at this. Look at this.
Leverage is love. Leverage is love.
I mean look across the board, it's looking pretty good if you
ask me and the memes are somehow somewhat trying to hold aside
from whiff not doing the best and being Max footed.
Max Foot is correct. It is the it's become the most
hated coin. I don't know if it's like
because of like the Anson ties. It's an sphere thing, right?
Like there's this one Quint Telegraph article, but nothing
like I don't know if they're I speak about this with Ovie a lot
like I'm I'm just wondering when are they just going to come out
and talk about it? Can they just say something like
they're they're deciding to say nothing?
It's like, sure it's. Like now is not the time to
launch the Sphere campaign, right?
Like maybe it would have made sense in April.
Is it not now the good time? I think you want to build a
little more momentum into a like.
Peak FUD break structure breakout, like breakdown.
You know what I mean? Like and.
Then and then normies pull up the chart and they see it's been
down only for the for. The on some Mac bearish like
turn fully into a bear openly, by the way, on the timeline says
like he's really just turned bearish and he doesn't see a
positive outcome of the market short term.
Even rhino is summer bearish and he was like one of the big
bulls. So it's like, I don't know,
pulling the spirit out. I don't, I just like wish they
would say something, right? That's all I care.
That's all. I think like say something
right? You, you raise like $700,000
from people. I don't think many people
besides people are inside of that multi sig or aware of like
what's going on, right? I'm not saying it's not going to
happen. I think it's going to happen.
I just you. Know, I think if you sent money
to the sphere campaign, you deserve everything that this
happened so far. Like I hope it happens.
I hope they do that Constitution Dow, like they just like give
you a token in exchange of it and just rips like 4004 thousand
percent, yeah. That was how old was.
That dude, take me back to the Constitution Dow days.
That was, that was. Those were the.
You were buying constitutions. Dude we were buying
constitutions, didn't we lose the constitution to like the
found the owner of Citadel research or something?
Citadel. Yeah, Ken Griffin.
Ken Griffin fucking the the GME guy.
It turns out it was like one of four copies.
So he pretty much got bugged as well.
Pay like $56 million for it. And then the token ripped like
400% the day after we lost the bid.
Sit. We meaning the people.
Yeah, I mean, so that was funny. Look, I I think this is a good
round up. I guess we could get.
Oh, wow. We could get to.
I said wow, because I just saw a punk that was so sick.
Tyler here we were talking about forever punks.
This is sick. Looks like that was a good punk
for you. I feel like I don't know.
I think about see that. Yeah, OK.
Anyways, so there's that market wise.
Look, we, we we'll have to wait. There's not much overhanging
like there was PPI today, Mando, but whatever it seems like the
market already reacted to that, whatever that was.
And and we can probably just like, you know, wait for Monday
and and yeah, that's why. So why don't we get picking the
winners? I I saw the time.