1 00:00:00,360 --> 00:00:02,080 Oh yo-yo, yo, what up? What up? 2 00:00:02,080 --> 00:00:03,320 Good morning. Good morning. 3 00:00:03,320 --> 00:00:13,640 GMG Monday, dude. Wow, that month of May, damn it 4 00:00:13,640 --> 00:00:17,760 went away dude. 2nd 2025 look at that. 5 00:00:17,960 --> 00:00:19,440 Another beautiful day to have a beautiful day. 6 00:00:19,440 --> 00:00:20,960 Another beautiful week to have a beautiful week. 7 00:00:20,960 --> 00:00:24,640 Another beautiful month to have a beautiful month. 8 00:00:24,720 --> 00:00:27,120 I got my calls now. Tyler, Good morning. 9 00:00:27,440 --> 00:00:29,560 How you doing today? I'm good. 10 00:00:30,120 --> 00:00:32,880 It is a nice sunny Monday to start the week. 11 00:00:32,880 --> 00:00:37,400 Just like you, I moved over this past weekend, so we're we, we 12 00:00:37,400 --> 00:00:39,040 spent some time getting all settled in. 13 00:00:39,520 --> 00:00:41,960 I love that. Now ready to get back get back 14 00:00:41,960 --> 00:00:44,520 to business here. Looks like we wait a little bit 15 00:00:44,520 --> 00:00:47,000 longer for new all time highs. Yeah. 16 00:00:48,040 --> 00:00:51,280 Sadly. Yeah, this last couple days, 17 00:00:51,520 --> 00:00:56,560 well, this last week sucks. It's like this like far coin dip 18 00:00:56,800 --> 00:01:00,240 really blows. I mean, that's not the only one, 19 00:01:00,240 --> 00:01:03,920 but you know, there's a, you know, even Pepe, it got slammed. 20 00:01:03,920 --> 00:01:09,360 But yeah, my bags are down, but my bags will be back. 21 00:01:10,320 --> 00:01:12,760 And I hope your bags do too. And like, yeah, people say I 22 00:01:12,760 --> 00:01:14,080 love your cabbie. You got you got the whole 23 00:01:14,080 --> 00:01:16,320 background sorted. No, I got I went from having 24 00:01:16,320 --> 00:01:20,240 insane background to like kind of nothing going on now you got 25 00:01:20,240 --> 00:01:21,200 the crazy background. I love that. 26 00:01:21,200 --> 00:01:23,120 What do you got by the chest pieces? 27 00:01:23,400 --> 00:01:24,760 Where's the Penguin? No Penguin. 28 00:01:25,280 --> 00:01:28,720 There's one directly behind me. I still have some more to do. 29 00:01:28,760 --> 00:01:31,520 My my, my main desk comes tomorrow. 30 00:01:31,720 --> 00:01:33,960 So then we'll have a final reason. 31 00:01:34,120 --> 00:01:35,960 So. Did you settle on the chair? 32 00:01:36,560 --> 00:01:39,960 I saw your tweet. Yeah, I bought the the Steelcase 33 00:01:41,200 --> 00:01:42,840 Gesture I believe is the. The. 34 00:01:43,440 --> 00:01:46,280 Brand that Sims recommended it was it was. 35 00:01:46,480 --> 00:01:48,560 There was so many good recommendations out there so I 36 00:01:48,560 --> 00:01:51,840 could spend 5 hours researching or just take Sims. 37 00:01:51,840 --> 00:01:53,720 This tip. Yeah, I'm going to do the same 38 00:01:53,720 --> 00:01:56,720 thing because whatever chair I'm sitting on right now, there's no 39 00:01:56,720 --> 00:01:58,320 support. Like there's nothing in my back 40 00:01:58,440 --> 00:02:01,560 like it's Anne Smith back. So I'm going to I'm going to 41 00:02:01,560 --> 00:02:03,120 copy trade you on that Steelcase thing. 42 00:02:03,120 --> 00:02:05,240 It's funny, last year I asked like what chair should I buy? 43 00:02:05,240 --> 00:02:07,960 And it got like 300,000 views and went viral and it was OK. 44 00:02:08,120 --> 00:02:12,240 Chair Twitter is very serious. Oh yeah. 45 00:02:12,240 --> 00:02:15,440 How many chairs do you sit on? You know, clearly many chairs 46 00:02:15,440 --> 00:02:19,240 over here on on Twitter anyways, so on the show, we'll go through 47 00:02:19,240 --> 00:02:22,200 the market, we'll go you know Mando, I'm sure he's going to 48 00:02:22,200 --> 00:02:24,120 come or not, I don't know. But yeah, we'll I'll text him 49 00:02:24,560 --> 00:02:27,200 remind him what we're live. We'll go through the market 50 00:02:27,200 --> 00:02:30,840 report and we'll go through Tyler's top 100. 51 00:02:30,840 --> 00:02:36,600 We'll go through yeet giveaway of course, and as usual, and 52 00:02:36,600 --> 00:02:41,280 then this show is power by wallet connect baby wallet 53 00:02:41,280 --> 00:02:44,080 connect is the connectivity network shaping the future 54 00:02:44,080 --> 00:02:46,080 volunteering UX If you've connected to Web 3 app you've 55 00:02:46,080 --> 00:02:48,160 seen wallet connect that blue logo it's everywhere and I going 56 00:02:48,160 --> 00:02:50,000 to trust in crypto is recognizable as Visa at 57 00:02:50,000 --> 00:02:52,080 checkout. Want to learn more follow wallet 58 00:02:52,080 --> 00:02:56,600 connect on X and Telegram to stay ahead of what's next. 59 00:02:56,600 --> 00:03:00,840 Tyler looks like today you are the chosen one to tell me what's 60 00:03:00,840 --> 00:03:08,960 next NFT and crypto analysis Tyler T on FOMO our cause the 61 00:03:09,040 --> 00:03:14,440 kids. Can yeah, folks, crypto major's 62 00:03:14,440 --> 00:03:17,520 a bit mixed a bit down here overnight. 63 00:03:17,520 --> 00:03:21,720 I think the big story macro from the weekend is US, China trade 64 00:03:21,720 --> 00:03:25,680 talks have have slowed and it looks like there are some issues 65 00:03:25,680 --> 00:03:28,400 there along with some escalations in the Russia, 66 00:03:28,400 --> 00:03:31,400 Ukraine conflict. So market's not liking that. 67 00:03:31,400 --> 00:03:33,800 Stock futures are down and looks like Bitcoin down here, one O 68 00:03:33,800 --> 00:03:39,840 3/8 ETH at 2500, actually outperforming a bit in headlines 69 00:03:39,840 --> 00:03:42,240 here. So Blackrock's I bet ETF, they 70 00:03:42,240 --> 00:03:46,040 hit record inflows in the month of May 6.2 billion, their 71 00:03:46,040 --> 00:03:48,760 biggest month ever. This morning we saw Michael 72 00:03:48,760 --> 00:03:52,160 Saylor. He bought just $75 million last 73 00:03:52,160 --> 00:03:56,640 week. That's it. 65 So so big Mike is 74 00:03:56,640 --> 00:03:59,560 running a little bit lighter on funds it seems at this point in 75 00:03:59,560 --> 00:04:01,320 time. We have Canadian Fitzgerald 76 00:04:01,320 --> 00:04:05,520 launch a Bitcoin gold fund offering Bitcoin exposure along 77 00:04:05,520 --> 00:04:07,960 with downside protection based on gold prices. 78 00:04:08,160 --> 00:04:11,520 Stable coin usage really is shifting to B to B, business to 79 00:04:11,520 --> 00:04:14,840 business with those business to business stablecoin transactions 80 00:04:14,840 --> 00:04:17,800 reaching 36 billion and surpassing person to person 81 00:04:17,800 --> 00:04:19,279 transfers. So I thought that was 82 00:04:19,279 --> 00:04:22,680 noticeable, notable. Congress introduced the Clarity 83 00:04:22,680 --> 00:04:26,440 Act, a new bipartisan bill aiming to shift crypto under 84 00:04:26,440 --> 00:04:29,680 CFTC oversight, reducing the SE CS authority. 85 00:04:29,680 --> 00:04:32,800 I think we saw that coming. Sharp blank, big news at the end 86 00:04:32,800 --> 00:04:35,880 of last week. They're upping that raise from 87 00:04:35,880 --> 00:04:39,200 425,000,000 to a billion. To a damn. 88 00:04:40,040 --> 00:04:45,280 For that corporate treasury, so that's a big, we had REC shares 89 00:04:45,360 --> 00:04:48,400 file for an ETH and sole stakey ETF and it looks like. 90 00:04:48,400 --> 00:04:51,920 The Rex shares. Rex shares similar to Rex 91 00:04:52,000 --> 00:04:55,600 shares, Maybe Rex shares next. I understand it. 92 00:04:55,600 --> 00:04:57,520 This is going to go through a different approval process and 93 00:04:57,520 --> 00:05:00,320 actually might have a real shot at approval in the next few 94 00:05:00,320 --> 00:05:02,800 weeks. So that would be a big for for 95 00:05:02,800 --> 00:05:05,680 those staking ETFs. We had FTX officially begin 96 00:05:05,680 --> 00:05:07,800 their second wave of distributions on Friday. 97 00:05:08,680 --> 00:05:12,640 And then CZ, he came out in the last day and said now would be a 98 00:05:12,640 --> 00:05:17,320 good time to launch dark pool Dexis after James Wynn was 99 00:05:17,320 --> 00:05:20,120 publicly haunted and apparently back and asking for donations 100 00:05:20,120 --> 00:05:24,600 this morning in in a bit in token and open protocol news, 101 00:05:24,600 --> 00:05:27,760 Wreck Brands announced details for its shipwrecked launch. 102 00:05:28,440 --> 00:05:32,440 Those drinks are going to be minting as NFTS on abstract via 103 00:05:32,480 --> 00:05:35,440 Open C. So that was a big announcement 104 00:05:35,440 --> 00:05:36,960 that's coming tomorrow. Nice. 105 00:05:37,600 --> 00:05:39,840 Amino opened up its AirDrop claim for Season 3. 106 00:05:39,840 --> 00:05:44,480 Aptos announced a new 100K info 5 rewards campaign for this top 107 00:05:44,480 --> 00:05:46,600 150 yappers. Then loud. 108 00:05:46,600 --> 00:05:49,280 This loud token was one of the big stories of the week and they 109 00:05:49,280 --> 00:05:52,600 had 70% mindshare on Friday. Token launched on Saturday. 110 00:05:52,600 --> 00:05:54,400 A little bit of a roller coaster it's holding around. 111 00:05:54,920 --> 00:05:57,560 It was chopping between 10 and 15,000,000 yesterday, now down 112 00:05:57,560 --> 00:06:00,720 to like 6. So it is selling off actively 113 00:06:00,720 --> 00:06:03,560 this morning. Rounding this out, AI crypto 114 00:06:03,560 --> 00:06:05,760 market cap. AI market cap around 9.8 115 00:06:05,760 --> 00:06:08,280 billion. It's down about 15% or so. 116 00:06:08,640 --> 00:06:11,920 From Can we focus on what was loud in the end? 117 00:06:16,200 --> 00:06:17,320 It is right now. Just a meme. 118 00:06:17,440 --> 00:06:21,080 Hi, Amanda. Yeah. 119 00:06:22,000 --> 00:06:24,720 So I thought it was meant to be some sort of like protocol for 120 00:06:24,720 --> 00:06:27,360 something. I think that was part of the 121 00:06:27,360 --> 00:06:32,920 potential bull case was would they use this to launch like an 122 00:06:32,920 --> 00:06:37,480 actual project, perhaps like a a launchpad for these initial 123 00:06:37,480 --> 00:06:41,800 attention offerings. I think that's some opium right 124 00:06:41,800 --> 00:06:46,440 now, but the reality of what we have is it's just a meme coin 125 00:06:46,440 --> 00:06:51,800 with a 4% buy and sell tax. OK, fair enough. 126 00:06:52,040 --> 00:06:53,400 I genuine. I genuine. 127 00:06:53,400 --> 00:06:55,360 It wasn't exhausting that I just genuinely thought that there was 128 00:06:55,360 --> 00:06:56,960 like going to be some sort of like. 129 00:06:57,240 --> 00:06:59,440 Who knows? It's it's a Twitter L2. 130 00:07:00,080 --> 00:07:02,040 Right, it's a Twitter L2. Cool. 131 00:07:02,760 --> 00:07:04,760 Yeah, and we can get into it more here in a bit. 132 00:07:04,760 --> 00:07:06,240 I think it was. It was definitely one of the big 133 00:07:06,240 --> 00:07:09,240 stories of the weekend. Just rounding this out we had 134 00:07:09,240 --> 00:07:13,440 moon words acquire they jumped to point at 8 ETH top NFT mover. 135 00:07:13,920 --> 00:07:18,520 This X copy edition of 10 mortal sold for 1.1 million over on 136 00:07:18,520 --> 00:07:20,920 God. That was a huge sale for an 137 00:07:20,920 --> 00:07:23,600 edition of 10. And then DK motion a little 138 00:07:23,600 --> 00:07:24,960 fumble. He ran these day and night 139 00:07:24,960 --> 00:07:29,400 auctions, sold for 34 ETH, but he he locked the ETH in a smart 140 00:07:29,400 --> 00:07:33,360 contract fuck we will not be able to access it so that that 141 00:07:33,440 --> 00:07:35,720 ETH is now gone. That's quite low as well, I 142 00:07:35,760 --> 00:07:36,360 thought. Right. 143 00:07:36,800 --> 00:07:39,080 I thought that was my first reaction before seeing off. 144 00:07:39,080 --> 00:07:43,160 Fuck, he lost the money. That's my first track because 145 00:07:43,160 --> 00:07:44,360 back then. Was I wrong? 146 00:07:44,360 --> 00:07:46,760 I thought this is given the one that sold for over 1,000,000 147 00:07:46,800 --> 00:07:49,560 right? A million, a half meal, 200 K, 148 00:07:49,560 --> 00:07:51,200 300 Ki mean he sold at every price point. 149 00:07:51,280 --> 00:07:53,560 Yeah, he's big. Yeah. 150 00:07:53,560 --> 00:07:54,960 I was surprised. Maybe it's different than this 151 00:07:54,960 --> 00:07:55,880 part of the edition. I don't. 152 00:07:55,880 --> 00:07:58,200 I don't know the deal here. It was a one of one too, no? 153 00:07:58,200 --> 00:08:00,440 Or was it not? I don't know. 154 00:08:00,600 --> 00:08:02,320 Do you know Tyler? I I don't have time to try. 155 00:08:02,320 --> 00:08:05,240 To find the the details, I just kind of saw the the headline 156 00:08:05,240 --> 00:08:07,680 that it got locked. Yeah, I saw that as well. 157 00:08:07,680 --> 00:08:09,840 I was like. Fuck, it's a one of one of four, 158 00:08:09,920 --> 00:08:11,960 so it's an addition of four. Basically, it's an addition of 159 00:08:11,960 --> 00:08:13,320 four OK. OK. 160 00:08:13,960 --> 00:08:16,840 OK, interesting. Sucks though that the money was 161 00:08:17,600 --> 00:08:19,040 he's been through his fair share of problems, right? 162 00:08:19,040 --> 00:08:21,720 Like he had this someone take his money or something once and 163 00:08:21,960 --> 00:08:26,080 not long ago, you know, this he's he's I love DK. 164 00:08:26,640 --> 00:08:28,840 I met him in Korea. I think he's here. 165 00:08:28,960 --> 00:08:30,480 Mando actually right now for NFC. 166 00:08:31,120 --> 00:08:33,320 Yeah, yeah, I guess we'll see him soon. 167 00:08:33,799 --> 00:08:35,200 A lot of stuff to talk about. Tyler. 168 00:08:35,200 --> 00:08:38,760 God damn you like, no, there's not much just you got you got a 169 00:08:38,760 --> 00:08:40,720 lot going on right now. Just quickly Mando, while we 170 00:08:40,720 --> 00:08:43,240 have you, because I think you Monday you go through your other 171 00:08:43,240 --> 00:08:46,240 thing in a little bit. So while we have you, though, 172 00:08:46,240 --> 00:08:48,800 let's talk about the market a little bit shaky, a lot of 173 00:08:48,800 --> 00:08:51,720 headlines, whether it's on steel, whether it's Ukraine, 174 00:08:51,720 --> 00:08:55,680 like fucking up a bunch of Russia fighter jets, the EU now 175 00:08:55,680 --> 00:08:57,600 unhappy with Trump. Like there's a lot of stuff 176 00:08:57,600 --> 00:08:59,600 going on in the market across where Amanda, why don't you like 177 00:08:59,600 --> 00:09:01,280 run up the market for us? Like what what's happening in 178 00:09:01,280 --> 00:09:03,080 that front here? Because we're our backs are 179 00:09:03,080 --> 00:09:06,640 down. They're mixed right since. 180 00:09:06,720 --> 00:09:09,520 Yeah, it's weird. Maybe maybe they are a little 181 00:09:09,520 --> 00:09:14,160 bit down since Friday, I guess I've been focused mainly on ETH 182 00:09:14,320 --> 00:09:18,120 and ETH beta stuff, which is, which is down a little bit on 183 00:09:18,120 --> 00:09:23,280 some of the memes, but ETH is kind of where it was at least I 184 00:09:25,240 --> 00:09:29,480 you know what I, I think there's the non zero chance. 185 00:09:29,480 --> 00:09:33,760 I think that Bitcoin has another like retest of like 100 and 100 186 00:09:33,760 --> 00:09:37,520 and 203, maybe even like 100. I still think it meant to be 187 00:09:37,520 --> 00:09:39,720 buying any dips. I particularly, as I keep on 188 00:09:39,720 --> 00:09:41,560 saying, I like Ethan eat pizza stuff. 189 00:09:43,720 --> 00:09:48,040 I I like the market. I like the market here. 190 00:09:48,040 --> 00:09:55,000 I think I would be a little bit wary of buying non majors on 191 00:09:55,000 --> 00:09:57,400 dips because a lot of that stuff is up a lot. 192 00:09:57,400 --> 00:10:02,240 So like catching a falling knife on, on like a salon Aminco, it 193 00:10:02,240 --> 00:10:06,880 can be a little bit tougher in these phases, But I, I, I don't 194 00:10:06,880 --> 00:10:08,560 think we're going materially lower if that's what the 195 00:10:08,560 --> 00:10:11,000 question is. I think we're just consolidating 196 00:10:11,000 --> 00:10:13,040 a little bit here and people are just like, oh, we're going to go 197 00:10:13,040 --> 00:10:15,600 all the way right back down. I don't see any of that. 198 00:10:15,680 --> 00:10:18,520 I think the market was actually positioned pretty defensively 199 00:10:19,200 --> 00:10:22,440 for the last month or two. And this is the dip that you can 200 00:10:22,440 --> 00:10:26,240 either buy or not. And I think, I think you we 201 00:10:26,240 --> 00:10:29,520 will, I think there's been some worry that this this actual 202 00:10:29,520 --> 00:10:34,200 setup looks very similar to 2001 and that like. 2001. 203 00:10:35,160 --> 00:10:39,320 Sorry, 2021 where it looked like Bitcoin just hit a touch high, 204 00:10:39,320 --> 00:10:45,000 all time high. And, and you can, you can make 205 00:10:45,000 --> 00:10:49,240 it feel like, oh, we just did that until we, we push on from 206 00:10:49,240 --> 00:10:51,720 here. But I don't really believe in 207 00:10:51,720 --> 00:10:53,960 that. At least this time, I don't 208 00:10:53,960 --> 00:10:57,160 think the market is the market was really frothy back then. 209 00:10:57,160 --> 00:10:58,600 It doesn't feel as frothy this time. 210 00:11:00,000 --> 00:11:04,440 And yeah, I'm still, I'm still a fan of, of positioning. 211 00:11:05,160 --> 00:11:09,800 So I've been buying, I've been buying ETH beats like I wasn't 212 00:11:09,800 --> 00:11:13,240 fully invested. I was about 60% invested. 213 00:11:13,320 --> 00:11:15,280 I've got myself to about 80% invested. 214 00:11:15,280 --> 00:11:18,560 I've mainly been buying ETH on the dip. 215 00:11:20,480 --> 00:11:25,160 You're not buying my bags. I don't know what your bags are 216 00:11:25,560 --> 00:11:27,280 but I have been pretty. Clear. 217 00:11:27,280 --> 00:11:30,480 You know my bags. I've been buy I wanted to buy 218 00:11:30,640 --> 00:11:32,600 ETH on the dip. You know my bags. 219 00:11:32,880 --> 00:11:38,560 Not even ETH memes. Like I am a little bit wary of 220 00:11:38,760 --> 00:11:40,800 memes. Let's put it as a group, right? 221 00:11:40,800 --> 00:11:43,040 That was like a pretty aggressive move lower in a lot 222 00:11:43,040 --> 00:11:44,320 of those memes. And sometimes I can take a 223 00:11:44,320 --> 00:11:48,960 little bit more time to like to digest. 224 00:11:49,360 --> 00:11:56,320 And I think memes, I think memes, even my ETH beta memes, 225 00:11:57,200 --> 00:12:00,080 even with ETH like slightly outperforming still like they 226 00:12:00,080 --> 00:12:02,560 traded like Solana memes, you know what I mean? 227 00:12:03,120 --> 00:12:06,120 Yeah, I meant Pepe got smacked down this weekend, but I think. 228 00:12:06,480 --> 00:12:13,520 Mog Mog got smacked and it it feels like the meme class is 229 00:12:13,520 --> 00:12:18,840 like one of one to its own. And yeah, it's everything else 230 00:12:18,840 --> 00:12:25,640 is kind of so if, if, if I performs, I I just feel as 231 00:12:25,640 --> 00:12:29,920 though that maybe some pain was just causing that move in memes 232 00:12:30,400 --> 00:12:34,760 and I'd be a little bit wary of like buying dips in memes here. 233 00:12:35,600 --> 00:12:39,760 That's all I would say. I yeah, there's no dips to buy 234 00:12:39,760 --> 00:12:41,400 because I bought before the dips. 235 00:12:42,160 --> 00:12:45,360 So we're going to be respectfully waiting for the 236 00:12:45,360 --> 00:12:48,320 pump while we're chilling here. It's OK. 237 00:12:49,640 --> 00:12:51,200 That's good, man. That's good. 238 00:12:51,640 --> 00:12:54,600 You know you can just wait. So Bitcoin interesting boys. 239 00:12:54,720 --> 00:12:57,720 You know someone answered you right regarding 2021 comments 240 00:12:57,720 --> 00:13:00,840 saying 2021 felt different. It fell off a Cliff once it hit 241 00:13:00,840 --> 00:13:02,160 ETH. It didn't consolidate like this, 242 00:13:02,440 --> 00:13:05,800 and I checked and you know what it's consolidating at the top of 243 00:13:05,800 --> 00:13:09,400 that range, which is impressive. The rest got smacked down like 244 00:13:09,400 --> 00:13:13,240 all just got beat up again. All of them, including meme 245 00:13:13,240 --> 00:13:16,440 coins, but it looks like Bitcoin is kind of holding strong. 246 00:13:16,440 --> 00:13:18,200 Where's ETH at? So 2540? 247 00:13:18,200 --> 00:13:20,480 Wow. The market feels very different 248 00:13:20,480 --> 00:13:25,200 to where it to, to what it was back then. 249 00:13:26,280 --> 00:13:28,320 To me at least, it feels very, very different. 250 00:13:28,960 --> 00:13:32,960 I the thing that's changed to me here, by the way, just to be 251 00:13:32,960 --> 00:13:35,720 clear is I don't know if you, if you, we were paying attention. 252 00:13:35,720 --> 00:13:39,040 I know Tyler, you were, but like there was a for the first time 253 00:13:39,040 --> 00:13:41,240 last week and we know we spoke about earlier in the week a 254 00:13:41,240 --> 00:13:43,560 company did an ETH treasury. Yeah. 255 00:13:44,120 --> 00:13:47,600 It soared like this wasn't a small move. 256 00:13:47,600 --> 00:13:49,800 That was. A big move. 257 00:13:50,240 --> 00:13:55,320 Or a fact there are other other thing people now thinking about 258 00:13:55,320 --> 00:13:58,600 this as a strategy, which means that I think I could have a 259 00:13:58,600 --> 00:14:02,040 little bit of a season here of ETH treasury buying. 260 00:14:02,560 --> 00:14:06,320 And I think that's that's not been with ETH, it's been with 261 00:14:06,320 --> 00:14:09,160 Bitcoin and it's actually even been with Solana a little bit, 262 00:14:09,160 --> 00:14:11,480 but it hasn't been the narrative for ETH. 263 00:14:12,000 --> 00:14:13,320 No. At all. 264 00:14:13,520 --> 00:14:17,320 And I think that that change could be quite big. 265 00:14:17,320 --> 00:14:22,800 So I, that's why I'm I'm, I'm paying attention to it a lot 266 00:14:22,800 --> 00:14:26,360 more. Yeah, yeah, yeah, it will. 267 00:14:26,360 --> 00:14:28,000 I was Speaking of which. I mean, hold that thought. 268 00:14:28,320 --> 00:14:30,720 Tomorrow, Joe Lubin's coming on the show, ladies and gentlemen. 269 00:14:30,760 --> 00:14:32,440 They didn't announce that yet. I'll post it later. 270 00:14:32,440 --> 00:14:35,520 But you know, so I know it's part of your topics too, Tyler, 271 00:14:35,520 --> 00:14:39,640 but we'll solve it till tomorrow because Joe Lubin, the man 272 00:14:39,720 --> 00:14:43,680 himself, the father, one of the fathers of Ethereum itself and 273 00:14:44,080 --> 00:14:49,000 the man behind this S bet NASDAQ listing and you know, Joe Lopin 274 00:14:49,000 --> 00:14:52,440 is now the Ethereum Taylor. So you know, Ethereum Jesus. 275 00:14:52,440 --> 00:14:54,080 You know, I don't want to call him Ethereum Sailor, Ethereum 276 00:14:54,080 --> 00:14:55,680 Jesus. We're not quite there yet, but, 277 00:14:55,680 --> 00:14:57,680 but, but he. He's very. 278 00:14:57,920 --> 00:14:59,680 Interesting to see like that reaction I feel like. 279 00:14:59,680 --> 00:15:02,720 He's the one man, though, that's like, you know how we talked 280 00:15:02,720 --> 00:15:05,600 about on the show that we need someone to come and like be that 281 00:15:05,600 --> 00:15:08,480 person for Ethereum. I feel like Joe was like, fuck 282 00:15:08,480 --> 00:15:11,000 it, like, you know, I bursted that shit. 283 00:15:11,000 --> 00:15:14,840 I'm going to save it it. Couldn't be Eric Trump? 284 00:15:15,520 --> 00:15:17,480 You know, exactly, exactly right. 285 00:15:17,480 --> 00:15:20,200 And, and, and so PAW Patrol, Lubin's coming on the show 286 00:15:20,200 --> 00:15:23,120 tomorrow for half an hour. We have him from 10:30 to 11:00 287 00:15:23,160 --> 00:15:24,520 AM Eastern. So we'll go hold that 288 00:15:24,520 --> 00:15:27,400 conversation that thought Mando for tomorrow and think about you 289 00:15:27,400 --> 00:15:29,320 guys can think about what you want to ask him and talk to him 290 00:15:29,320 --> 00:15:31,800 about because what will happen then for a whole half hour? 291 00:15:31,800 --> 00:15:34,000 Talk about it besides that, Mando. 292 00:15:34,080 --> 00:15:37,840 So you're looking at that, Is there anything, I don't think is 293 00:15:37,840 --> 00:15:39,800 there any, like we have any macro stuff coming up? 294 00:15:39,800 --> 00:15:42,160 Because on the macro side, like, you know, I know the trade talks 295 00:15:42,160 --> 00:15:43,840 are still going on. We're getting a positive 296 00:15:43,840 --> 00:15:45,640 headline, negative in the line, positive headline, negative 297 00:15:45,640 --> 00:15:48,160 headline. Same thing for China and Trump. 298 00:15:48,160 --> 00:15:51,640 I feel like we got battered this weekend and up until today with 299 00:15:51,800 --> 00:15:53,520 these headlines, they're kind of negative. 300 00:15:54,960 --> 00:15:56,160 So anything else to look at? Yeah. 301 00:15:56,720 --> 00:15:58,040 There's quite a lot this week actually. 302 00:15:59,160 --> 00:16:01,760 You've got PMI which actually just came out, looks kind of in 303 00:16:01,760 --> 00:16:02,920 line. You've got some jobs data on 304 00:16:02,920 --> 00:16:07,240 Friday and then I think Powell's got a couple of speeches. 305 00:16:07,240 --> 00:16:12,640 So enough to move the markets. The main The main will be will 306 00:16:12,640 --> 00:16:15,480 be Friday's jobs report. OK. 307 00:16:16,520 --> 00:16:19,600 I think Powell's speaking today, so there may be some headlines 308 00:16:19,600 --> 00:16:23,080 on the back of that. OK, OK, OK. 309 00:16:24,520 --> 00:16:27,680 OK, there was rumours going around that he's going to resign 310 00:16:27,680 --> 00:16:29,600 today. Yeah. 311 00:16:29,600 --> 00:16:31,280 What's the Poly market line up for that though? 312 00:16:31,280 --> 00:16:33,640 I think it's pretty low, right? I really don't see that 313 00:16:33,640 --> 00:16:35,680 happening. Yeah, they they called his bluff 314 00:16:35,920 --> 00:16:38,840 in the prediction markets. I don't think Powell will 315 00:16:38,840 --> 00:16:39,760 resign. Is he like? 316 00:16:42,120 --> 00:16:44,760 No way. It really it was just. 317 00:16:45,240 --> 00:16:48,320 Well, the market is will he be removed, not resign? 318 00:16:48,480 --> 00:16:51,640 But but that market counts A resignation. 319 00:16:52,560 --> 00:16:54,240 Does he? It does, yeah. 320 00:16:54,240 --> 00:16:58,320 It's as if Powell ceases to be the chair for any period of time 321 00:16:59,360 --> 00:17:02,680 in 2025 S you're. Right, he says. 322 00:17:03,040 --> 00:17:08,000 Yeah, Polymarket does this where they they have weird titles. 323 00:17:08,359 --> 00:17:11,079 Yeah, and then it'll go down to it, to the fucking resolution, 324 00:17:11,079 --> 00:17:14,119 and then some whales going to. I mean, 16% actually feels high 325 00:17:14,119 --> 00:17:16,960 and I think there's some pretty. It's down 7%. 326 00:17:16,960 --> 00:17:17,680 Don't. Yeah. 327 00:17:17,680 --> 00:17:21,480 Let's see an hour. It's six hours one day. 328 00:17:21,760 --> 00:17:26,040 It's actually back up. Today it peaked at 17%. 329 00:17:26,040 --> 00:17:29,480 Yeah. But yeah, I mean, it's still a 330 00:17:29,800 --> 00:17:33,320 heavy favorite to be no, right? And also, I mean, part of this 331 00:17:33,320 --> 00:17:35,960 bet is that it goes another six months. 332 00:17:37,080 --> 00:17:39,240 So even if you don't think he's going to. 333 00:17:39,800 --> 00:17:41,520 That's true. It's 2025, you have a lot of 334 00:17:41,520 --> 00:17:43,200 time. Resigned to this, that could be 335 00:17:43,200 --> 00:17:45,520 a reason why it's still so far above 0. 336 00:17:45,520 --> 00:17:48,760 But yeah, I I'm, I'm not betting on Powell. 337 00:17:49,880 --> 00:17:52,880 Well, that's another question. You know, I don't think I feel 338 00:17:52,880 --> 00:17:54,720 like he's good at his job and I feel like he loves his job. 339 00:17:55,000 --> 00:17:57,040 So I mean, it's kind of good at his job. 340 00:17:57,040 --> 00:18:00,280 I got to say JP is kind of cooking. 341 00:18:00,280 --> 00:18:06,120 You know what I mean, Mando, other question for you, because, 342 00:18:06,120 --> 00:18:08,560 you know, they pissed me off the most. 343 00:18:08,880 --> 00:18:13,040 Log into Twitter and see all these bears back clothing saying 344 00:18:13,320 --> 00:18:14,880 should have sold in May and went away. 345 00:18:15,160 --> 00:18:17,920 Then I go in and check the Bitcoin monthly chart. 346 00:18:18,960 --> 00:18:21,560 It's green. Should we have sold in May and 347 00:18:21,560 --> 00:18:27,560 gone away? Well, until when? 348 00:18:27,560 --> 00:18:33,640 That's a genuine question, because selling may go away. 349 00:18:33,640 --> 00:18:36,080 Is is. It's the summer thing, right? 350 00:18:36,640 --> 00:18:38,040 It's for six months. Wow. 351 00:18:40,160 --> 00:18:46,200 It's a, it's a from May until I think it's November, maybe, 352 00:18:47,240 --> 00:18:48,960 yeah. I think it's is it? 353 00:18:49,600 --> 00:18:53,000 Those six months are the worst traditionally versus it's. 354 00:18:53,520 --> 00:18:56,040 Not till Labor Day. Yeah. 355 00:18:56,040 --> 00:18:59,440 So like this was the highest month exclusive Bitcoin ever. 356 00:19:00,080 --> 00:19:02,920 I do think we could consolidate here for a little bit as I've 357 00:19:02,920 --> 00:19:06,840 said before. And I think that would be very 358 00:19:06,840 --> 00:19:12,120 normal. And if if if your if your bags 359 00:19:12,160 --> 00:19:16,280 are getting absolutely destroyed on a 1% move lower in Bitcoin, 360 00:19:16,800 --> 00:19:19,440 prepare for that. Yeah. 361 00:19:20,600 --> 00:19:25,440 I don't think I, I think just the way it's set up, I think we 362 00:19:25,440 --> 00:19:26,800 could have a little bit of consolidation there. 363 00:19:27,080 --> 00:19:29,560 I and I, I think ETH will outperform. 364 00:19:30,400 --> 00:19:35,560 So those are my bets. OK, well I hope you're right 365 00:19:35,560 --> 00:19:37,960 because my pep in my mark that way are, you know, it's like 366 00:19:37,960 --> 00:19:39,840 that. I don't mind it my wrecked as 367 00:19:39,840 --> 00:19:42,480 well. I'm largely Bitcoin and ETH 368 00:19:42,600 --> 00:19:46,400 right now, let me put it that way. 369 00:19:46,960 --> 00:19:49,480 That's not a bad bet. Crypto conservative, we'll, 370 00:19:49,520 --> 00:19:51,320 we'll call it. Yeah, yeah. 371 00:19:52,320 --> 00:19:55,960 And. Then and then have some some E 372 00:19:56,040 --> 00:19:58,960 pizza trades obviously, but but those are my two biggest bags, 373 00:19:58,960 --> 00:20:01,240 which may be boring for some people but I think I'll do OK. 374 00:20:01,720 --> 00:20:03,840 No, but that's, you know, that's the rich man's bag. 375 00:20:04,400 --> 00:20:06,400 I respect it. You know it's smart. 376 00:20:07,920 --> 00:20:10,840 I think E double, it's not. It's not necessarily a rich man. 377 00:20:11,560 --> 00:20:13,640 I actually don't know what double S with it though. 378 00:20:13,800 --> 00:20:16,320 That's the thing I really do with this sort of stuff. 379 00:20:18,240 --> 00:20:19,240 No, no, no. It's tricky. 380 00:20:19,560 --> 00:20:22,680 Our beloved M2 chart still says that we're going to all time 381 00:20:22,680 --> 00:20:24,440 highs like in the next couple weeks. 382 00:20:24,640 --> 00:20:26,560 Oh no, we got to pull up the M2 chart again. 383 00:20:26,960 --> 00:20:28,280 What's their name? What's their boy's? 384 00:20:28,280 --> 00:20:34,320 Name encountered with Colin T crypto guys but then you've got 385 00:20:34,320 --> 00:20:37,280 all the selling men go away like whiz has been very bearish all 386 00:20:38,480 --> 00:20:38,760 the. Time. 387 00:20:38,760 --> 00:20:40,440 We've just been embarrassed for a long time though. 388 00:20:41,880 --> 00:20:44,000 I love Whiz, but he's been embarrassed for a minute. 389 00:20:44,360 --> 00:20:46,840 Yeah, he's been pretty defensively positioned on on the 390 00:20:46,840 --> 00:20:48,840 way up too. He kind of owns certain things 391 00:20:48,840 --> 00:20:53,120 like Bitcoin and Far Coin and. Well, he got back in far coin 392 00:20:53,120 --> 00:20:54,800 only. Well, smart like on this last 393 00:20:54,800 --> 00:20:56,880 step, right? Right. 394 00:20:56,880 --> 00:20:58,320 No, no. But I think those have been his 395 00:20:58,320 --> 00:21:00,520 main ones. But no, it's been, I think more 396 00:21:00,520 --> 00:21:01,800 the. Best he only trades Bitcoin, 397 00:21:01,800 --> 00:21:03,400 Pepe and far coin. Yeah. 398 00:21:05,120 --> 00:21:07,760 So that's your M2 chart. Someone puts that six hours ago, 399 00:21:07,760 --> 00:21:08,960 Tyler. So I guess that's the latest 400 00:21:08,960 --> 00:21:12,160 one, yeah. I mean, it's still, it's been 401 00:21:13,480 --> 00:21:19,080 wildly in line. Yeah, it's scary how in line it 402 00:21:19,080 --> 00:21:21,040 is. Sometimes it's scary because 403 00:21:21,040 --> 00:21:24,160 it's a little too in line, you know what I mean? 404 00:21:24,600 --> 00:21:26,160 While someone put it on the Pepe chart. 405 00:21:32,120 --> 00:21:33,640 Well, the meme coin is funny. There you go. 406 00:21:33,640 --> 00:21:35,440 That's. What I struggle with because I, 407 00:21:35,600 --> 00:21:38,160 I, I, I think Mando's position makes a ton of sense. 408 00:21:38,320 --> 00:21:40,320 Yep. In a world where Bitcoin does 409 00:21:40,320 --> 00:21:44,840 shoot to 120, I, I would think it would lead to a risk on 410 00:21:44,840 --> 00:21:46,400 season. But like, I don't know, it just 411 00:21:46,400 --> 00:21:49,440 doesn't feel that way. Like like this meme market is 412 00:21:49,480 --> 00:21:50,920 bad. Like the vibes are bad. 413 00:21:51,520 --> 00:21:54,360 The vibes are really bad. Have we Have we seen that has 414 00:21:54,520 --> 00:21:57,040 been Bitcoin has hit all time high before? 415 00:21:57,520 --> 00:22:01,480 What else has hit all time high? Very little coins, only Solana 416 00:22:01,480 --> 00:22:07,200 and market cap in price back then the first run and then some 417 00:22:07,200 --> 00:22:11,440 memes like back then like that last Q4 like far coin and Pepe 418 00:22:11,440 --> 00:22:15,240 and some of those guys like the mogs of this world DSPX none of 419 00:22:15,240 --> 00:22:18,280 the alts at all time high. I believe I'm not mistaken. 420 00:22:18,360 --> 00:22:21,680 You had a small tower run like these little like certain alts, 421 00:22:22,120 --> 00:22:26,200 but you didn't really get a massive run to highs in on any 422 00:22:26,200 --> 00:22:28,000 of the old coins. Maybe Alvis having quite a 423 00:22:28,000 --> 00:22:31,680 season this recently. Is there a strong result? 424 00:22:31,840 --> 00:22:33,320 That's it my. Point though, we're we're we're 425 00:22:33,400 --> 00:22:35,880 like conditioned to think that will happen, but but. 426 00:22:36,520 --> 00:22:39,320 Not all of them you'll. See a pump and you can see very 427 00:22:39,320 --> 00:22:43,200 aggressive pumps but like they'd often don't really hold for that 428 00:22:43,200 --> 00:22:47,440 long and they get shaken out with the first move right? 429 00:22:47,560 --> 00:22:50,480 This was a big old move. Like Pepe. 430 00:22:50,600 --> 00:22:55,760 One of the biggest coins in memes was at 1.6 and it it 431 00:22:55,760 --> 00:23:01,960 dropped 40% in the space of two. That is an aggressive move lower 432 00:23:02,880 --> 00:23:05,640 and that and that was not just that, it was a bunch of others. 433 00:23:05,640 --> 00:23:13,000 So like I yeah, just be wary. Just be wary of like thinking 434 00:23:13,000 --> 00:23:19,680 that that will stop like even the majors going on necessarily 435 00:23:19,680 --> 00:23:25,800 is sustained bean coins as well. I think ETH beta is a really 436 00:23:25,800 --> 00:23:29,360 tough one to play actually. Like I've been thinking more and 437 00:23:29,360 --> 00:23:32,800 more about it because a lot of the ETH beta actually like the 438 00:23:32,800 --> 00:23:35,120 ones that you want to own actually with the stuff that 439 00:23:35,120 --> 00:23:38,360 didn't have beaters to eat when it was doing badly. 440 00:23:38,360 --> 00:23:44,080 Do you know what I mean? Like we're doing well, whatever, 441 00:23:44,200 --> 00:23:49,200 because like people like them. So to to get like ETH beta you 442 00:23:49,200 --> 00:23:53,440 kind of want to own like L twos and like ETD file. 443 00:23:53,800 --> 00:23:56,520 I think Ave. is probably the. Well, Ave. was the better bet 444 00:23:56,520 --> 00:23:59,200 recently, but until then the L twos have not been a good trade, 445 00:23:59,200 --> 00:24:00,960 right? But do you do you see what I'm 446 00:24:00,960 --> 00:24:01,720 seeing here? Like. 447 00:24:02,480 --> 00:24:04,160 Pivot to Brent. Pepe. 448 00:24:04,200 --> 00:24:07,080 Didn't Pepe? Didn't we have? 449 00:24:07,240 --> 00:24:09,360 Beta to eat at any time. No, I know what you mean. 450 00:24:09,360 --> 00:24:11,920 I know what you mean. Greg drinks is in our comments 451 00:24:11,920 --> 00:24:14,720 guys saying pivot to banquet Friday. 452 00:24:14,720 --> 00:24:16,600 Actually Friday you guys weren't on the show. 453 00:24:17,400 --> 00:24:23,120 I I hosted with Kobe and Ovie likes to label it as the Lovely 454 00:24:23,120 --> 00:24:25,080 Summer of Risk. Oh God then. 455 00:24:25,360 --> 00:24:28,640 Then so Ovie and I talked about his thesis of the lovely summer 456 00:24:28,640 --> 00:24:36,120 of risk and you know, is the summer of love anyways, and he 457 00:24:36,120 --> 00:24:38,360 believes that there's going to be a raging Alcorn season. 458 00:24:38,520 --> 00:24:42,160 Like he puts it at 80% chance that there's going to be a 459 00:24:42,160 --> 00:24:43,920 season. He had me pretty bold up, I'm 460 00:24:43,920 --> 00:24:48,760 not going to lie, on Friday. He's good at that shit, but. 461 00:24:48,920 --> 00:24:51,480 He's good at that. We'll see. 462 00:24:51,480 --> 00:24:54,160 So Ovi Ovi's got that, but he also acknowledges that the lot 463 00:24:54,160 --> 00:24:55,800 of odds would just not go anywhere, right? 464 00:24:55,880 --> 00:24:59,520 It's like specific ones, like we've seen some of the I coins, 465 00:24:59,680 --> 00:25:01,680 like the virtual ecosystems thriving guys. 466 00:25:01,920 --> 00:25:03,480 Like there's a runner in virtuals every day. 467 00:25:04,920 --> 00:25:08,600 And then there is like, oh, virtual sequels. 468 00:25:09,000 --> 00:25:11,360 To make money from that seems very difficult. 469 00:25:11,920 --> 00:25:13,680 Right. But like you got to be locked 470 00:25:13,720 --> 00:25:16,200 into the ecosystem, right? Like we have 1 friend. 471 00:25:16,640 --> 00:25:19,760 Yeah, we have one friend. That's all he trades, right? 472 00:25:19,840 --> 00:25:25,600 Yeah, I don't know either, but I I'm not, but virtual itself is 473 00:25:25,600 --> 00:25:28,080 UN incredible anyways. All right, so that's that's good 474 00:25:28,080 --> 00:25:31,040 market roundup. Tyler, you were talking about 475 00:25:31,040 --> 00:25:33,240 your topics earlier, so we don't really need to go back to all 476 00:25:33,240 --> 00:25:34,720 the the recap, but what what else? 477 00:25:34,920 --> 00:25:38,600 What what what stuck out here? We could talk about loud for a 478 00:25:38,600 --> 00:25:40,960 minute if you want, if Mando's still on. 479 00:25:40,960 --> 00:25:45,240 I don't know, right? Yeah, there's a lot of angles 480 00:25:45,240 --> 00:25:47,240 that we can go. Yeah, talk to me about LOUD. 481 00:25:47,240 --> 00:25:50,000 Like I I wasn't around like I, you know, I was moving around. 482 00:25:50,000 --> 00:25:52,840 I was travelling during the day of the priest of the the sale. 483 00:25:52,840 --> 00:25:55,480 Like run me through it. What happened this weekend with 484 00:25:55,480 --> 00:25:57,640 LOUD? Basically LOUD was announced. 485 00:25:57,920 --> 00:26:00,560 Ultra is the founder. It is basically an attention 486 00:26:00,560 --> 00:26:05,280 experiment where he announced that the top 25 people who were 487 00:26:05,280 --> 00:26:09,000 talking or yapping about a LOUD token are going to be able to 488 00:26:09,000 --> 00:26:12,960 split pro rata all of the feasts from the first trading. 489 00:26:14,600 --> 00:26:18,760 So I think there's a 4% buy tax and a 4% sale tax on this token. 490 00:26:19,120 --> 00:26:24,400 72% of that total pool is going to go to the top 25. 491 00:26:24,400 --> 00:26:26,680 Right now. That's about ten $10,000 to 492 00:26:26,680 --> 00:26:28,560 20,000 for the folks on the top of the leaderboard. 493 00:26:29,920 --> 00:26:33,160 So that was the incentive. And then he ran a pre sale at a 494 00:26:33,160 --> 00:26:37,320 155 KFTV. So pretty much a no brainer to 495 00:26:37,320 --> 00:26:38,680 try to participate in that pre sale. 496 00:26:38,680 --> 00:26:44,360 To qualify you had to be a top 1000 yapper about the loud 497 00:26:44,360 --> 00:26:45,920 token. So this led to a lot of people 498 00:26:45,920 --> 00:26:49,360 talking about it. I was able to get into this as 499 00:26:49,360 --> 00:26:51,760 well. 1000 people got into the pre sale and then they ran 500 00:26:51,760 --> 00:26:55,840 another a Part 2 for people with 10 smart followers on Kaido. 501 00:26:55,960 --> 00:26:59,120 Pre sale sold out on Saturday pretty much on the gun. 502 00:26:59,120 --> 00:27:03,680 It had a few technical issues. Then the token went live Sunday 503 00:27:03,680 --> 00:27:08,800 night or Saturday night like at like midnight eastern snipers 504 00:27:09,040 --> 00:27:10,400 too high. It went to like 30 million 505 00:27:10,400 --> 00:27:13,280 immediately back down, got sold off to like 10. 506 00:27:13,480 --> 00:27:16,640 It grinded up yesterday briefly. It hit like 15 to 17,000,000 507 00:27:16,640 --> 00:27:19,760 range and then just started selling off and it's been pretty 508 00:27:19,760 --> 00:27:22,240 much down only. Yeah, is this the right chart? 509 00:27:22,360 --> 00:27:23,640 I got the chart from the website. 510 00:27:24,040 --> 00:27:25,200 Yeah, that's the right chart, Yeah. 511 00:27:25,880 --> 00:27:30,320 Damn, yesterday you guys I saw a tweet at 50 million, yes. 512 00:27:30,440 --> 00:27:32,600 Yeah. I mean it's down 50% since then. 513 00:27:32,600 --> 00:27:34,840 Yeah, I think, I think there's a couple reasons why. 514 00:27:35,600 --> 00:27:38,440 What was going on? One, the founder hasn't really 515 00:27:38,440 --> 00:27:42,360 announced anything yet. This is the type of a project 516 00:27:42,360 --> 00:27:45,520 where I think there was the people who were bullish on it 517 00:27:45,520 --> 00:27:47,240 and there's a lot of people who are loudly bearish, and that's 518 00:27:47,240 --> 00:27:48,840 totally fine. That's fine, there's always 519 00:27:48,960 --> 00:27:53,560 someone in the right. The bull case is that they would 520 00:27:53,560 --> 00:27:55,600 have some kind of an announcement twist like you get, 521 00:27:56,360 --> 00:27:58,560 if you're, if you're holding the loud token, you're going to get 522 00:27:58,560 --> 00:28:02,640 access to this or like here, like we're also going to give 523 00:28:02,640 --> 00:28:05,320 fees to token holders, like, you know, some kind of a flywheel, 524 00:28:05,320 --> 00:28:06,640 some kind of an incentive, right? 525 00:28:07,120 --> 00:28:09,120 Because it's a, it's a pretty open-ended experiment. 526 00:28:09,640 --> 00:28:12,840 So far that hasn't happened. And then the Kaido founder, you 527 00:28:12,840 --> 00:28:17,080 who shared A blog post this morning, I think largely in 528 00:28:17,080 --> 00:28:19,960 defense of some of the criticism that's come out against Kaido 529 00:28:20,840 --> 00:28:26,640 and info fi from largely from this whole loud meta. 530 00:28:27,440 --> 00:28:31,240 And he's kind of defending his vision and the importance of 531 00:28:31,240 --> 00:28:33,640 attention. And he kind of, you can 532 00:28:33,640 --> 00:28:36,960 interpret it as throwing a little bit of a stray at at the 533 00:28:36,960 --> 00:28:40,080 Laudio team. He talks about how protocols 534 00:28:40,080 --> 00:28:42,560 can't control exactly how. It's true. 535 00:28:42,760 --> 00:28:45,320 Their yappers get rewarded. You pick what you reward, right? 536 00:28:46,000 --> 00:28:50,120 And he says that Laudio chose spamming basically. 537 00:28:51,520 --> 00:28:53,880 Oh, he wrote this? Yeah, look, Laudio like he 538 00:28:53,880 --> 00:28:55,800 called it out. Yeah, for some, they decide 539 00:28:55,800 --> 00:28:57,880 their focus is on creating as much awareness as possible, as 540 00:28:57,880 --> 00:29:00,720 Laudio decided, meaning the algorithm they chose. 541 00:29:00,720 --> 00:29:03,200 I mean, it's called Laudio, so I guess they went with the name. 542 00:29:03,560 --> 00:29:05,600 Less focused on quality and insightfulness. 543 00:29:06,560 --> 00:29:10,000 So, I mean, he does have to fucking defend his $2 billion 544 00:29:10,000 --> 00:29:12,760 token, so I get that. Exactly. 545 00:29:12,760 --> 00:29:15,960 So I think if you read this and interpreted it, it looks like 546 00:29:15,960 --> 00:29:19,720 he's distancing himself a little bit from this loud token, which 547 00:29:20,320 --> 00:29:22,960 people have thought like that they were kind of partners to a 548 00:29:22,960 --> 00:29:25,240 degree. The I mean it looks like it was 549 00:29:25,240 --> 00:29:28,320 powered by Kaido dude. Like I'm not saying they, but it 550 00:29:28,400 --> 00:29:30,560 was heavily branded as such, you know? 551 00:29:31,480 --> 00:29:32,760 And so people ran with that right? 552 00:29:32,760 --> 00:29:34,920 And the, the, the, the extreme bull cases. 553 00:29:34,920 --> 00:29:38,560 Now this is going to be the first in a wave of initial 554 00:29:38,560 --> 00:29:40,400 attention offerings. And that's what we're called. 555 00:29:41,280 --> 00:29:44,040 And to get access to future initial attention offerings, 556 00:29:44,040 --> 00:29:46,280 you're going to have to hold the loud token. 557 00:29:46,280 --> 00:29:48,040 And they're going to be partnered with Kaido and Kaido's 558 00:29:48,040 --> 00:29:51,160 going to be the Launchpad. And people got over their skis a 559 00:29:51,160 --> 00:29:53,320 little bit. I mean, they're, they're maybe 560 00:29:53,320 --> 00:29:54,800 this is still all going to happen. 561 00:29:54,880 --> 00:29:56,640 I, I don't know. But it's it's a low it's. 562 00:29:57,640 --> 00:29:59,480 Not great. A partnership with a formal 563 00:29:59,480 --> 00:30:01,960 partnership with Kaido in LOUD I think is very low likelihood and 564 00:30:01,960 --> 00:30:03,960 it was kind of always in the back of my head, like why would 565 00:30:03,960 --> 00:30:05,880 Kaido need a partner if they want? 566 00:30:06,240 --> 00:30:08,560 Kaido needs nothing. They could do it on their own. 567 00:30:09,160 --> 00:30:13,280 They need nothing right now. That's kind of how this has been 568 00:30:13,280 --> 00:30:15,400 playing out and why we're saying some of the price action we are 569 00:30:16,080 --> 00:30:18,880 wild card is, is, is he going to come out, Is Ultra, the founder 570 00:30:18,880 --> 00:30:20,680 of LOUD going to come out and make a surprise announcement. 571 00:30:20,680 --> 00:30:21,800 So I think that's your wild card. 572 00:30:22,320 --> 00:30:26,480 Yeah, we always say that, right? Like I've heard that nothing 573 00:30:26,520 --> 00:30:28,240 ultra and it's loud. I'm just saying like we always 574 00:30:28,240 --> 00:30:29,720 hear that. It's like, yo, we're going to 575 00:30:29,880 --> 00:30:34,280 wait for the surprise surprise. Surely they got to make an 576 00:30:34,280 --> 00:30:35,880 announcement with all this hype, right? 577 00:30:35,880 --> 00:30:40,840 I've, I've, I said that a lot. We'll see. 578 00:30:41,040 --> 00:30:42,440 I'm very indifferent about the whole thing. 579 00:30:42,440 --> 00:30:44,000 I also don't understand the other side of things. 580 00:30:44,000 --> 00:30:45,720 Like everyone's like hating on the Theta dude. 581 00:30:45,720 --> 00:30:48,040 Like if some people wanted to farm, make $3000. 582 00:30:48,040 --> 00:30:50,760 Like if $3000 is a lot of money to you, then don't fucking farm 583 00:30:50,760 --> 00:30:52,320 it. But $3000 is a lot, a lot of 584 00:30:52,320 --> 00:30:55,200 money to someone, you know. So there's always going to be 585 00:30:55,200 --> 00:30:58,280 someone grinding through three grand, you know? 586 00:30:59,080 --> 00:31:01,120 Yeah, I feel like we're in a space for everyone. 587 00:31:01,680 --> 00:31:06,640 Like applauds people who like Angleshoot Farms and grind other 588 00:31:06,640 --> 00:31:08,880 protocol farms to to earn tokens. 589 00:31:08,920 --> 00:31:11,000 This was, I mean, it's low effort, which I think is the 590 00:31:11,000 --> 00:31:13,120 criticism. It's very low effort, but it's 591 00:31:13,120 --> 00:31:14,920 OK, right? Look, there's the high effort 592 00:31:14,920 --> 00:31:16,240 work and there's a low effort stuff. 593 00:31:16,280 --> 00:31:18,760 I mean, Kobe did have a good criticism of the timeline now, 594 00:31:18,760 --> 00:31:20,320 but it's something I've been saying for a while and I think 595 00:31:20,320 --> 00:31:22,640 you guys talk about it on the show with me a lot. 596 00:31:22,640 --> 00:31:25,160 It's like, you know, a lot of info Five shit is a bunch of 597 00:31:25,480 --> 00:31:29,320 human slop, not even AI slop, and it's made creators very 598 00:31:30,640 --> 00:31:34,040 uncreative creator, non creative, right? 599 00:31:34,040 --> 00:31:37,160 It's like the other way around. But then if you're a good 600 00:31:37,160 --> 00:31:38,480 creator, just stand out, you know? 601 00:31:38,600 --> 00:31:42,840 Like some creators, you know, get to do cool shit like we're 602 00:31:42,840 --> 00:31:44,520 doing. Some creators will last around 603 00:31:44,520 --> 00:31:46,680 two months and they'll do the rainfall fight, make money and 604 00:31:46,680 --> 00:31:49,640 sail into the sunset and just be irrelevant in three months and 605 00:31:50,120 --> 00:31:51,200 whatever. If you're so much better than 606 00:31:51,200 --> 00:31:53,600 them, then do better, you know? That's why I see them. 607 00:31:53,840 --> 00:31:56,600 The opportunity is to stand out as clear as to have more more 608 00:31:56,600 --> 00:31:58,200 thoughtful content, right? That's what I did. 609 00:31:59,200 --> 00:32:01,120 You know, that's why you're doing like you're you're content 610 00:32:01,120 --> 00:32:04,080 and you're every time I see her following, it's fucking tired 611 00:32:04,080 --> 00:32:08,400 and the day before. So it's just, you know, that's. 612 00:32:08,640 --> 00:32:10,960 It what I will say, I think this did open up a bit of a 613 00:32:10,960 --> 00:32:13,400 conversation like was this a mistake by Kaido? 614 00:32:13,720 --> 00:32:17,560 So Laodio had 70% mindshare. What do you mean a mistake by 615 00:32:17,560 --> 00:32:18,680 Kaido? In what sense would that be a 616 00:32:18,680 --> 00:32:19,640 mistake by Kaido? So. 617 00:32:19,760 --> 00:32:25,720 Any any protocol who ran a paid campaign via Kaido. 618 00:32:26,280 --> 00:32:27,960 But they did. They run a campaign for Kaido. 619 00:32:28,680 --> 00:32:29,760 Let's put that aside for a second. 620 00:32:29,760 --> 00:32:35,160 But like any other protocol, like Beat for instance, or I 621 00:32:35,160 --> 00:32:39,240 don't know, Infinex or Polka dot, their mindshare all got 622 00:32:39,240 --> 00:32:41,760 crushed. I saw that was like 70% loud 623 00:32:41,760 --> 00:32:44,160 right? As loud got total domination. 624 00:32:44,160 --> 00:32:46,640 So like, if you were a new protocol who launched your 625 00:32:46,640 --> 00:32:51,360 campaign with Kaido last week, you're probably like, shit, this 626 00:32:51,360 --> 00:32:53,720 was a bad like why am I paying for this? 627 00:32:54,280 --> 00:32:56,840 OK, it's removed now. Because they just partnered with 628 00:32:56,840 --> 00:32:59,680 a a meme coin that took 70% mindshare. 629 00:32:59,840 --> 00:33:01,520 Like I'm not getting the bang for my buck. 630 00:33:03,520 --> 00:33:08,920 And granted it was a small blip on the radar and most likely the 631 00:33:08,920 --> 00:33:11,440 loud attention share is going to start grinding down pretty 632 00:33:11,440 --> 00:33:16,600 quickly. But I do wonder if there if 633 00:33:16,600 --> 00:33:19,960 there was any fallout, if he got any, if he got chirped by by any 634 00:33:19,960 --> 00:33:23,320 founders because of that. Well, where is that? 635 00:33:23,360 --> 00:33:26,800 Is it gone now? I never knew how to access it 636 00:33:26,800 --> 00:33:28,720 but it's definitely going to be gone from that because they're 637 00:33:28,720 --> 00:33:30,760 they're no longer pre TGE they're post tge it. 638 00:33:31,600 --> 00:33:33,320 Was gone. It was here, then it was in. 639 00:33:33,960 --> 00:33:36,960 Yeah, pre TG arena. I see. 640 00:33:38,080 --> 00:33:40,920 Yeah, yeah, an insane 70% share, which. 641 00:33:41,440 --> 00:33:42,040 Damn. Probably. 642 00:33:42,200 --> 00:33:44,080 The highest we've seen in the Kaido era. 643 00:33:44,880 --> 00:33:48,760 Interesting. OK, interesting. 644 00:33:48,760 --> 00:33:51,280 Yeah. I mean, I guess it's fair game, 645 00:33:51,280 --> 00:33:53,680 right? They were loud and if you're 646 00:33:53,680 --> 00:33:57,320 running a campaign at the same time as them then kind of got 647 00:33:57,320 --> 00:34:02,120 wrecked there. I don't know, a lot of pushback. 648 00:34:02,120 --> 00:34:03,440 I'm just like general crypto Twitter. 649 00:34:03,440 --> 00:34:07,760 It's all this human slob. It is man dude, with these price 650 00:34:07,760 --> 00:34:10,800 action and some of the stuff is really good just to you know, 651 00:34:10,960 --> 00:34:12,400 put your tweets out and fuck off. 652 00:34:12,400 --> 00:34:17,040 You know, so I do come on. She took my GMI tweet some 653 00:34:17,040 --> 00:34:19,360 thoughts. But you know, a little ruin 654 00:34:19,880 --> 00:34:22,000 chatter here and there, little ordinals chatter here. 655 00:34:22,000 --> 00:34:24,080 But how's the ruin doing, huh? Ruin June, right? 656 00:34:24,440 --> 00:34:25,880 Happy ruin. Happy ruin June. 657 00:34:25,880 --> 00:34:29,880 Tyler, it's ruin June. Through June 1st, shockingly off 658 00:34:29,880 --> 00:34:34,280 to a rocky start. Ruin June 1st ruin June 2nd 659 00:34:34,280 --> 00:34:38,239 today it's ruin June 2nd. You know, it's summers are good 660 00:34:38,239 --> 00:34:41,639 to just, you know, take a step back, hold your coins and and 661 00:34:41,679 --> 00:34:43,159 you know, sail into the sunset and chill. 662 00:34:43,159 --> 00:34:48,960 OK Anything else of 7%. OK, we're still alive. 7% let's. 663 00:34:49,440 --> 00:34:51,600 I've got to get an extension for this office because I only have 664 00:34:51,600 --> 00:34:53,679 one plug and it's for my Rd. caster. 665 00:34:55,000 --> 00:34:59,880 Let me plug the the the wrecked. Announcement today, right? 666 00:35:00,000 --> 00:35:03,920 But tomorrow, When is it? Tomorrow, June 3rd, it is at 667 00:35:03,920 --> 00:35:06,640 12:00 PM Eastern, so it's gonna be right after our show 668 00:35:06,640 --> 00:35:09,120 tomorrow. The, the drink cases this time 669 00:35:09,120 --> 00:35:13,440 are going to mints as NFTS. They're going to be on abstract 670 00:35:13,440 --> 00:35:16,960 via open C, they're going to be priced at .29 ETH. 671 00:35:17,480 --> 00:35:20,760 And then if you do mint these, you're going to get open CXP 672 00:35:20,760 --> 00:35:22,880 abstract XP along with those rec drink points. 673 00:35:22,880 --> 00:35:28,200 So triple rewards To actually get your case of rec drinks 674 00:35:28,200 --> 00:35:32,360 you're going to have to burn the NFT, which is an interesting 675 00:35:32,360 --> 00:35:32,920 twist. The. 676 00:35:33,400 --> 00:35:35,400 First time we're we're they're going this route. 677 00:35:35,560 --> 00:35:38,280 It is allow list only they've got all the full details. 678 00:35:38,280 --> 00:35:40,160 I think anyone who's bought drinks before, if you hold the 679 00:35:40,160 --> 00:35:43,040 rec guy, there's a few other qualifiers as well. 680 00:35:43,040 --> 00:35:46,200 You'll be on the allow list that is a 20 minute allow list and 681 00:35:46,200 --> 00:35:47,320 then it's. Going to it's going to sell out 682 00:35:47,320 --> 00:35:50,760 in 5 minutes. So imagine it'll be a a pretty 683 00:35:50,760 --> 00:35:54,840 quick, pretty quick campaign or a pretty quick sell out. 684 00:35:55,320 --> 00:35:57,800 And then make sure to connect your ETH wallet, abstract wallet 685 00:35:57,800 --> 00:36:00,240 to that right rewards page to make sure you receive all the 686 00:36:00,360 --> 00:36:03,400 those rewards. After the last two sales, buyers 687 00:36:03,400 --> 00:36:08,560 were rewarded in Redcoin. So we will see if that trend 688 00:36:08,560 --> 00:36:12,840 does continue. Big launch, I know. 689 00:36:12,880 --> 00:36:14,160 I guess we still know the flavor. 690 00:36:14,560 --> 00:36:16,640 Any news? There, there. 691 00:36:16,640 --> 00:36:18,040 It's going to be a surprise flavor. 692 00:36:19,000 --> 00:36:21,080 I don't even know the flavor. On Shipwright. 693 00:36:21,800 --> 00:36:23,320 What do you think? I think it's just parking water. 694 00:36:23,320 --> 00:36:25,880 I mean, what can it be? It's blue bottle. 695 00:36:26,320 --> 00:36:28,440 Apple was green. Lime is yellow. 696 00:36:29,840 --> 00:36:33,640 What's blue blueberry? I don't think it's going to be 697 00:36:33,640 --> 00:36:36,920 blueberry. So I do think it's going to, I 698 00:36:36,920 --> 00:36:38,160 think it's going to be like it's. 699 00:36:38,160 --> 00:36:40,000 Just a ranch water like a topo Chico. 700 00:36:41,360 --> 00:36:43,040 Oh wait, ABS is our breaking news. 701 00:36:43,040 --> 00:36:45,240 This is. What do you mean open C? 702 00:36:46,160 --> 00:36:48,160 What do you what do you what do you mean was breaking? 703 00:36:48,680 --> 00:36:52,520 The the the flavor is. Oh, it's public. 704 00:36:52,520 --> 00:36:54,440 OK. It's grapefruit and Raspberry. 705 00:36:54,720 --> 00:36:56,440 Yeah. What do you mean tabs? 706 00:36:56,440 --> 00:36:57,800 It's green. It's blue. 707 00:36:59,040 --> 00:37:00,480 Raspberries. Red. 708 00:37:02,120 --> 00:37:03,840 Where is it? Oh, here. 709 00:37:04,120 --> 00:37:06,040 Oh, yeah. By the way, USA is going to 710 00:37:06,040 --> 00:37:10,040 destroy Europe. I would guess that yes. 711 00:37:10,520 --> 00:37:13,000 USA and oh, thank you for putting Canada with the USA. 712 00:37:13,000 --> 00:37:16,360 We appreciate that. All right, Yeah, I I missed 713 00:37:16,360 --> 00:37:16,960 this. OK. 714 00:37:16,960 --> 00:37:19,760 Oh, look at this look. Look Erect is single handedly 715 00:37:19,760 --> 00:37:22,080 saving the relationship between Canada and USA. 716 00:37:22,760 --> 00:37:24,520 Look at this, Look at this beautiful logo here. 717 00:37:26,320 --> 00:37:28,400 Yeah, love to see it. Shaking hands across borders. 718 00:37:28,400 --> 00:37:30,080 We love this. Shaking hands, brother. 719 00:37:30,600 --> 00:37:33,600 All right, so it's OK. So it's blueberry. 720 00:37:33,600 --> 00:37:34,840 What is it? Where does it say? 721 00:37:36,200 --> 00:37:37,160 Oh, rasp. Yeah. 722 00:37:37,160 --> 00:37:38,560 Grapefruit. Raspberry. 723 00:37:39,400 --> 00:37:41,640 Interesting. I would not have. 724 00:37:41,640 --> 00:37:43,520 I wouldn't have guessed that with with 10 guesses. 725 00:37:43,960 --> 00:37:46,720 Well yeah, because it's a Blue Bottle 51st. 726 00:37:46,920 --> 00:37:48,480 They confirmed he has a fucking wild. 727 00:37:49,080 --> 00:37:52,920 That's so funny. So that's big. 728 00:37:53,080 --> 00:37:55,000 We'll we'll remind everyone tomorrow about that. 729 00:37:55,000 --> 00:37:57,440 And the other NFT news we got a quickly touch on it was Moon 730 00:37:57,440 --> 00:37:59,840 Bird's acquisition, so. Let's get Spencer on. 731 00:38:00,440 --> 00:38:03,920 Spencer from Spencer Adventures. Now he runs Orange Cap games 732 00:38:04,840 --> 00:38:07,720 that that training card game. He has fired the Moon Bird's IP 733 00:38:08,000 --> 00:38:11,200 from Yuga Labs. This included Moon Birds, 734 00:38:11,200 --> 00:38:15,880 mythics and oddities. As he looks to expand his Orange 735 00:38:15,880 --> 00:38:21,640 Cap Games universe, they are headed to the other side. 736 00:38:21,920 --> 00:38:25,720 So he's he is maintaining that relationship with the the other 737 00:38:25,720 --> 00:38:29,080 side metaverse. There is an interesting twist, 8 738 00:38:29,080 --> 00:38:34,080 chain L2 exclusivity. So any future components of 739 00:38:34,080 --> 00:38:37,120 Moonbird's IP created by Spencer and team? 740 00:38:37,480 --> 00:38:39,800 If it's on an L2, it has to be on 8 chain. 741 00:38:41,000 --> 00:38:42,960 OK. So that was interesting. 742 00:38:43,640 --> 00:38:45,160 Yeah, shout to Spencer. He's a homie. 743 00:38:45,560 --> 00:38:48,120 Love Spencer. So you're getting him on 744 00:38:48,120 --> 00:38:49,880 Thursday maybe? I think you said something like 745 00:38:49,880 --> 00:38:51,640 that. Are you trying to get on the 746 00:38:51,640 --> 00:38:53,000 show this week? But we're still on talks to try 747 00:38:53,000 --> 00:38:54,440 to get on. Well, Thursday, Friday, 748 00:38:54,440 --> 00:38:55,920 whatever, doesn't matter, Let's get him on. 749 00:38:56,440 --> 00:39:00,080 That'll be really cool at at this smart of I mean, at this 750 00:39:00,080 --> 00:39:01,360 stage they've sold everything off right. 751 00:39:01,520 --> 00:39:04,640 They only own now other side and bait right in apricorn. 752 00:39:05,440 --> 00:39:08,480 So they sold all the other collections, heavy metal on 753 00:39:08,480 --> 00:39:11,080 birds punks. They still have the 440 lbs but 754 00:39:11,080 --> 00:39:14,360 they sold the IP so the only what they left with board of 755 00:39:14,360 --> 00:39:17,040 your club IP and and the apes collection the ape coin. 756 00:39:17,040 --> 00:39:19,520 It looks like they want to dissolve the Dow, at least 757 00:39:19,920 --> 00:39:22,120 Gordon. Yeah, that's going to be. 758 00:39:22,120 --> 00:39:23,800 Depressed. Well, I mean, they should have 759 00:39:23,800 --> 00:39:25,640 like this. We did that right. 760 00:39:25,640 --> 00:39:27,160 You know, we we were we had a similar set up. 761 00:39:27,160 --> 00:39:30,360 It was the rug Dow we noticed the year or something ago. 762 00:39:30,360 --> 00:39:32,920 It doesn't work. It doesn't work. 763 00:39:33,120 --> 00:39:36,200 I'm surprised it took them this long to come to that conclusion. 764 00:39:36,640 --> 00:39:39,440 It does not work. But now with the onshoring of 765 00:39:39,440 --> 00:39:41,400 companies again, thanks to Donald Trump's America, 766 00:39:41,440 --> 00:39:44,080 literally it's thanks to that it's easier for people like us 767 00:39:44,080 --> 00:39:46,600 to build without having Dallas. Back then you had to. 768 00:39:46,680 --> 00:39:52,400 You know why Dow token came in like it's just let's be honest, 769 00:39:52,400 --> 00:39:54,560 This is why it. Was how to play the game. 770 00:39:54,920 --> 00:39:58,560 Now you can play differently. And by the way, dude, it's not 771 00:39:58,560 --> 00:40:00,760 because they're stupid, it's because they were trying to be 772 00:40:00,760 --> 00:40:02,720 smart, because they were trying to protect their holders in 773 00:40:02,720 --> 00:40:04,200 their project. Because back then actually, they 774 00:40:04,280 --> 00:40:07,400 sorry, they did get a Wells notice from the SEC Yuga Labs, 775 00:40:07,600 --> 00:40:09,760 which you know, was removed, right? 776 00:40:09,760 --> 00:40:12,680 They they beat the case alongside all the other ones. 777 00:40:12,680 --> 00:40:15,200 So good news to see on that front. 778 00:40:15,200 --> 00:40:17,640 OK, that's cool. That's pretty cool because 779 00:40:17,640 --> 00:40:20,000 that's it. I do do I have enough battery 780 00:40:20,000 --> 00:40:23,000 free so Sims oh, I have 4% let's do it tomorrow. 781 00:40:23,000 --> 00:40:25,000 I don't want to stress it. Also, we don't have a code today 782 00:40:25,000 --> 00:40:28,960 because Sims is still not back he's back in 7 minutes. 783 00:40:29,160 --> 00:40:32,360 So Sims is back starting tomorrow and we have Joe on. 784 00:40:32,360 --> 00:40:33,600 So we'll just pick two winners tomorrow. 785 00:40:34,280 --> 00:40:36,160 We'll just pick two winners tomorrow. 2 winners for Farcorn 786 00:40:36,160 --> 00:40:38,040 Friday. We'll just push it because guys 787 00:40:38,040 --> 00:40:42,160 my my computer's about to die. They only have one plug in this 788 00:40:42,160 --> 00:40:47,640 office, dude, so I had to my microphone and my Rd. caster 789 00:40:47,640 --> 00:40:49,200 were more important. I'll make sure my computer's 790 00:40:49,200 --> 00:40:51,800 charged for tomorrow if I don't have a fucking thing. 791 00:40:52,080 --> 00:40:55,000 Now I know 24% is what I got for a show. 792 00:40:55,000 --> 00:40:58,880 There you go. 24% for the hour is is really good. 793 00:40:58,880 --> 00:41:00,280 Sorry. Y'all will do it tomorrow. 794 00:41:00,280 --> 00:41:02,840 All right. What was that, Tyler? 795 00:41:03,440 --> 00:41:05,680 We'll see y'all tomorrow morning, 10 AM Eastern Standard 796 00:41:05,680 --> 00:41:08,200 Time for the episode of film while we're on rock radio. 797 00:41:08,480 --> 00:41:09,760 Let's go.