1 00:00:00,680 --> 00:00:06,800 All right, good morning. Good morning, G&G and everyone 2 00:00:06,800 --> 00:00:11,880 welcome another episode of Cuomo Hour. 3 00:00:11,880 --> 00:00:15,880 Today is Friday, Friday, November 22nd. 4 00:00:18,960 --> 00:00:23,400 It is another cold cloudy day here in Chicago Today, folks, we 5 00:00:23,400 --> 00:00:26,360 are in the 40s. It's gloomy outside, but we 6 00:00:26,360 --> 00:00:28,280 aren't feeling gloomy. We're feeling great. 7 00:00:28,280 --> 00:00:31,280 Yesterday was one of the most bullish days of crypto headlines 8 00:00:31,560 --> 00:00:34,000 I can ever remember. Perhaps in crypto's history. 9 00:00:34,200 --> 00:00:35,800 The good news just kept pouring in. 10 00:00:35,800 --> 00:00:38,160 We had all time highs all over the place. 11 00:00:38,440 --> 00:00:41,960 We're going to talk about those and we've got special guest from 12 00:00:42,160 --> 00:00:45,920 OSF and we're going to talk about the Red Coin debut from 13 00:00:45,920 --> 00:00:48,320 this morning. Very excited for that. 14 00:00:48,320 --> 00:00:50,240 No frog today. He is still out in Vegas but 15 00:00:50,240 --> 00:00:52,560 I've got my Co host Mando and Logan in the house. 16 00:00:52,560 --> 00:00:58,560 Mando GM, how you doing? Doing fantastic, although the 17 00:00:58,560 --> 00:01:01,120 market is looking relatively red for sporting. 18 00:01:02,840 --> 00:01:04,599 We will, we will fight through it. 19 00:01:04,720 --> 00:01:07,880 Logie GM, How are you doing? Hey, good morning, Tyler. 20 00:01:07,880 --> 00:01:10,080 I'm doing well. Some snow falling here in 21 00:01:10,080 --> 00:01:14,120 Central PA Seems to be falling on the market a little bit as 22 00:01:14,120 --> 00:01:17,160 Mando indicated, but feeling OK. Feeling OK? 23 00:01:18,680 --> 00:01:23,360 How red are we talking about? So I see like 97,008 on Bitcoin, 24 00:01:23,800 --> 00:01:24,680 it's all right. I don't know. 25 00:01:24,680 --> 00:01:27,880 I'm just, I just opened up trade my trading view and it's just 26 00:01:27,880 --> 00:01:32,320 all every single coin is red. So it seems a little bit red. 27 00:01:32,320 --> 00:01:33,840 I don't know. Well, that's not great. 28 00:01:34,520 --> 00:01:36,280 Well, we'll get into it. On today's show. 29 00:01:36,280 --> 00:01:38,600 It looks like we've got Ovi in the spaces. 30 00:01:38,600 --> 00:01:40,480 Not on the stream, but that's OK, we'll take him. 31 00:01:40,760 --> 00:01:42,520 Ovi. GM, how you feeling? 32 00:01:42,520 --> 00:01:46,320 It is a big morning. Yeah, yeah, pretty good. 33 00:01:46,320 --> 00:01:47,040 Thanks. Pretty good. 34 00:01:47,040 --> 00:01:49,600 How you guys doing? Doing fantastic. 35 00:01:49,600 --> 00:01:52,480 Well, I want to get right into it with the late start here 36 00:01:52,480 --> 00:01:54,080 folks. Real quick topics for today. 37 00:01:54,080 --> 00:01:56,640 We're going to talk Bitcoin reaching 99 K in a new all time 38 00:01:56,640 --> 00:01:59,200 high. More Solana ETFs, Schwaben are 39 00:01:59,200 --> 00:02:01,840 in crypto. Gary Gensler is gone Suey 40 00:02:01,840 --> 00:02:03,600 signing a partnership with Franklin Templeton. 41 00:02:03,720 --> 00:02:06,040 Some new meme coins leading the action. 42 00:02:06,040 --> 00:02:09,880 We might talk about the AI meme sector legging up as well. 43 00:02:10,479 --> 00:02:14,120 Magic Eden rune swaps this X copy NFT, and we're going to 44 00:02:14,120 --> 00:02:16,960 start with this Retcoin launch big day. 45 00:02:16,960 --> 00:02:19,600 Before we dive in though, quick shout out to our partner 46 00:02:19,760 --> 00:02:21,920 Galaxis. With seamless built in 47 00:02:21,920 --> 00:02:24,640 monetization tools, Galaxis enables the development of 48 00:02:24,640 --> 00:02:26,840 sustainable long term communities, fulfilling 49 00:02:26,840 --> 00:02:29,680 Bitcoin's vision of decentralized freedom and 50 00:02:29,680 --> 00:02:32,720 independence from centralized control. 51 00:02:33,480 --> 00:02:38,160 All right, well Sims, do we have Obi's music ready? 52 00:02:38,640 --> 00:02:41,120 Can we give him a proper intro or should we just dive into the 53 00:02:41,120 --> 00:02:44,840 conversation? I sadly don't. 54 00:02:45,840 --> 00:02:47,520 Maybe Farooq had that. I could do. 55 00:02:47,520 --> 00:02:49,280 I could do Mandos. Yeah, let's do Mandos. 56 00:02:49,440 --> 00:03:03,920 Give us the break. We'll come back to Mando in a 57 00:03:03,920 --> 00:03:07,960 minute, but Ovi want to tee you up big, big morning. 58 00:03:07,960 --> 00:03:10,720 We've got direct coin launch. It is officially live folks and 59 00:03:10,720 --> 00:03:14,640 went live 5:00 AM Eastern this morning. 60 00:03:15,120 --> 00:03:17,160 And we are we are grinding up here. 61 00:03:17,160 --> 00:03:19,960 You love to see it. How are you feeling? 62 00:03:19,960 --> 00:03:22,440 Are you guys just in in chaos mode over there? 63 00:03:22,440 --> 00:03:25,360 What? What's Control Center sentiment 64 00:03:25,360 --> 00:03:27,200 this morning? Yeah. 65 00:03:27,200 --> 00:03:31,760 I mean, launch day for anything are always chaos mode, but we're 66 00:03:31,760 --> 00:03:36,040 lucky we had a really strong market to see this launched in. 67 00:03:36,040 --> 00:03:39,080 I think, yeah, I know markets pulled back a little bit, but I 68 00:03:39,080 --> 00:03:40,800 woke up this morning, I was like, wow, I think 1 was going 69 00:03:40,800 --> 00:03:44,760 to hit 100K, like soul touch all time high. 70 00:03:44,760 --> 00:03:47,400 So it's a really good environment to launch stuff in. 71 00:03:47,400 --> 00:03:50,280 And yeah, I think we're in AI, think it's in a good spot right 72 00:03:50,280 --> 00:03:53,240 now. I'm starting to see some of the 73 00:03:53,240 --> 00:03:58,920 the math start coming out, but it seems like anyone who got in 74 00:03:58,920 --> 00:04:02,200 on the rec rewards program and perhaps bought some of those rec 75 00:04:02,200 --> 00:04:03,920 drinks, it seems like that they're up nicely. 76 00:04:04,360 --> 00:04:05,840 Loki, have you, have you been tracking that? 77 00:04:05,840 --> 00:04:07,960 Do we have the numbers? I see you're drinking the rec 78 00:04:07,960 --> 00:04:11,400 drink. I, I, I don't, perhaps OV has 79 00:04:11,400 --> 00:04:14,120 more than I do. I was just kind of ballparking 80 00:04:14,120 --> 00:04:17,480 based on the, the, I bought four or five cases that I'm making my 81 00:04:17,480 --> 00:04:20,360 way through very, very quickly. So I'm going to need to reorder 82 00:04:20,360 --> 00:04:23,240 at some point here. I'll turn it to OV if he has 83 00:04:23,240 --> 00:04:25,360 those numbers. But yes, drinking today to 84 00:04:25,360 --> 00:04:30,360 celebrate alongside. Yeah, I think someone put out a 85 00:04:30,360 --> 00:04:35,000 tweet earlier which was if you for every one unit of rec drinks 86 00:04:35,000 --> 00:04:39,200 you purchase, you made about $300.00. 87 00:04:39,200 --> 00:04:42,360 And at the current valuation of rec coin, which I think has gone 88 00:04:42,360 --> 00:04:44,680 up since he tweeted that. So maybe it's more like 350 or 89 00:04:44,680 --> 00:04:47,920 $400.00. But yeah, it seems like if 90 00:04:47,920 --> 00:04:50,360 people who bought drinks or, you know, obviously if you did the 91 00:04:50,360 --> 00:04:52,760 farming stuff, you got the edge up. 92 00:04:52,760 --> 00:04:55,640 If you actually purchased drinks as well, you made like three or 93 00:04:55,640 --> 00:04:57,480 four times your money. I think more, even more than 94 00:04:57,480 --> 00:04:59,960 that, four or five times your money on, on, on buying it. 95 00:05:01,120 --> 00:05:04,360 Love to see that just to that was honestly in hindsight, it 96 00:05:04,360 --> 00:05:07,560 was a layup win. So shout out to everyone who who 97 00:05:07,560 --> 00:05:10,640 got in on that and for you to help execute it. 98 00:05:11,040 --> 00:05:12,960 We'll talk maybe a little bit about the tokenomics. 99 00:05:12,960 --> 00:05:17,320 I'm I'm curious, so are are you aligned with Bonk guy in this 100 00:05:17,320 --> 00:05:20,040 unit bias discussion? Because we saw that about 420 101 00:05:20,040 --> 00:05:24,920 trillion tokens in the total supply what what went into that 102 00:05:24,920 --> 00:05:28,000 decision versus you know some of your more standard Solana like 1 103 00:05:28,000 --> 00:05:31,280 billion? Yeah, look, I'm a big believer 104 00:05:31,280 --> 00:05:34,760 in unit bias actually. And I think stuff like Pepe and 105 00:05:34,760 --> 00:05:37,280 Mark have done really well and those coins are trading at what, 106 00:05:37,280 --> 00:05:41,480 like prices of like 0.000005 or 6 or whatever. 107 00:05:41,480 --> 00:05:43,400 It was the same with DOGE, it was the same with shape. 108 00:05:43,400 --> 00:05:46,960 So yeah, our advice to the Token Foundation was definitely to 109 00:05:47,480 --> 00:05:51,560 have put, you know, bias as a priority and have a large supply 110 00:05:51,560 --> 00:05:54,200 of tokens. And I also think people feel 111 00:05:54,640 --> 00:05:55,880 better as well when you own them. 112 00:05:55,880 --> 00:05:58,040 Like, you know, loads of people out there will pay them tokens. 113 00:05:58,040 --> 00:06:01,760 They might own like a billion tokens or like, you know, some 114 00:06:01,760 --> 00:06:03,000 people probably own a billion tokens. 115 00:06:03,000 --> 00:06:06,040 And like that just feels, I think, a lot nicer to hold than 116 00:06:06,040 --> 00:06:09,680 it does to only own like 10 tokens or 100 tokens or, you 117 00:06:09,680 --> 00:06:12,640 know, I think it makes a difference in people's minds. 118 00:06:12,640 --> 00:06:14,520 So yeah, we still bounce you really well on that. 119 00:06:14,520 --> 00:06:17,280 We've seen some of the other coins starts rally the old E 120 00:06:17,280 --> 00:06:21,080 coins on on unit bias as well. And I, I personally think it's 121 00:06:21,080 --> 00:06:23,800 an important thing for retail because that's just how people 122 00:06:23,800 --> 00:06:26,080 think. Because what if it goes to a 123 00:06:26,080 --> 00:06:27,720 dollar? Exactly. 124 00:06:27,760 --> 00:06:31,200 That is the question on everyone's mind and I've already 125 00:06:31,200 --> 00:06:32,480 seen it. People are talking about trying 126 00:06:32,480 --> 00:06:35,320 to become wrecked trillionaires. It's fun. 127 00:06:35,480 --> 00:06:37,320 It's just something that you can't do with with some of the 128 00:06:37,320 --> 00:06:42,320 other unit bias coins. So I, I like that move my, my 129 00:06:42,320 --> 00:06:45,240 ears or my eyes definitely perked up when I saw the the 130 00:06:45,240 --> 00:06:48,760 tokenomics stream out. So I'm curious, I think folks 131 00:06:48,760 --> 00:06:51,240 probably want to know who are listening, like what's you know, 132 00:06:51,440 --> 00:06:54,560 what's coming next? Are you all kind of like taking 133 00:06:54,560 --> 00:06:58,680 a breath here today? What should the community kind 134 00:06:58,680 --> 00:07:00,160 of look out for, perhaps in the near future? 135 00:07:01,520 --> 00:07:02,760 Yeah. Look, there's no, there's no, 136 00:07:03,280 --> 00:07:05,080 unfortunately, there's no time to take a breath. 137 00:07:05,080 --> 00:07:08,560 And we're working out lots, working on lots of rec brands, 138 00:07:08,560 --> 00:07:12,080 rec Ricks, etcetera. This token is now out there and 139 00:07:12,080 --> 00:07:14,280 it's going to have a big art focus to it as well. 140 00:07:14,280 --> 00:07:17,440 And I think, yeah, stuff like Boehm and Fogger, often they've 141 00:07:17,440 --> 00:07:20,240 done well, I think. So me as an artist is quite nice 142 00:07:20,240 --> 00:07:23,040 to actually put out art there that gets a lot of viewership. 143 00:07:23,040 --> 00:07:26,560 And I felt like when I was creating pieces before, because 144 00:07:26,560 --> 00:07:29,280 of how dead NFTS were, you wouldn't really get that much 145 00:07:29,280 --> 00:07:32,880 attention of viewership. Whereas now creating art for the 146 00:07:32,880 --> 00:07:35,200 mean coin method actually a really special feeling for me 147 00:07:35,200 --> 00:07:38,000 because I just get those eyes on my work, which is really nice. 148 00:07:38,000 --> 00:07:41,400 But I think people just sort of like really buy into it and feel 149 00:07:41,400 --> 00:07:44,440 more of a part of it as well. And you know, like as you guys 150 00:07:44,440 --> 00:07:47,320 know, like I love trading, I love them coins, I love memes, I 151 00:07:47,320 --> 00:07:49,440 love art, I love culture. And this feels like everything 152 00:07:49,440 --> 00:07:52,240 in 1. So it's a really cool position 153 00:07:52,240 --> 00:07:53,600 to be in. And we definitely want to try 154 00:07:53,880 --> 00:07:55,560 the cultural aspect of this as well, I think. 155 00:07:56,200 --> 00:08:00,960 I mean, the timing is is perfect for like this combination of 156 00:08:01,040 --> 00:08:04,400 meme plus art. Like as you mentioned, we've 157 00:08:04,400 --> 00:08:06,880 been kind of dancing around this idea of what it makes sense. 158 00:08:06,880 --> 00:08:09,840 We hadn't really seen it take off and now it feels like it is 159 00:08:09,840 --> 00:08:13,840 much more cemented in this this current ecosystem. 160 00:08:13,840 --> 00:08:19,480 So I think you've got a lot to to work with there certainly 161 00:08:19,480 --> 00:08:24,400 exciting times. So we will all continue to to 162 00:08:24,400 --> 00:08:27,080 happily follow along. Anything else that you know on 163 00:08:27,080 --> 00:08:30,440 top of your mind here this morning or any any shout outs to 164 00:08:30,480 --> 00:08:33,240 to the community? Yeah, for sure. 165 00:08:33,240 --> 00:08:36,200 You know, a big shout out to the rec guy community, like they've 166 00:08:36,200 --> 00:08:38,240 made everything that we've done possible. 167 00:08:38,240 --> 00:08:42,360 And I hope people who've supported us and whether you've 168 00:08:42,360 --> 00:08:44,920 been there from the beginning or joined recently or purchased 169 00:08:44,920 --> 00:08:47,400 drinks, whatever it is, I've hoped people feel like today's a 170 00:08:47,400 --> 00:08:49,200 good day for them to get rewarded. 171 00:08:49,200 --> 00:08:51,400 And, you know, hopefully there's going to start something big, I 172 00:08:51,400 --> 00:08:53,720 think. The start of something big 173 00:08:53,800 --> 00:08:56,280 indeed. Well, I appreciate you joining 174 00:08:56,280 --> 00:08:58,280 us here this morning. Feel free to stay with us here 175 00:08:58,280 --> 00:09:00,560 Obi. I know you got a quite a busy 176 00:09:00,560 --> 00:09:03,400 morning so I want to be respectful of your time. 177 00:09:03,960 --> 00:09:05,640 Yeah, appreciate that. Appreciate the time. 178 00:09:05,640 --> 00:09:07,320 I'm I'm going to, I'm going to bounce and get drawing. 179 00:09:07,320 --> 00:09:09,040 But yeah, appreciate it as always. 180 00:09:09,240 --> 00:09:10,960 Awesome. Well, Congrats on the successful 181 00:09:10,960 --> 00:09:12,720 launch this morning. Thank you. 182 00:09:13,400 --> 00:09:17,080 All right, Amanda, we, we kind of skipped past you. 183 00:09:17,080 --> 00:09:21,520 We'll, we'll dial it back now. Want to just kind of jump into a 184 00:09:21,520 --> 00:09:23,560 market overview? Sure. 185 00:09:23,560 --> 00:09:24,680 We're going straight back into it. 186 00:09:24,680 --> 00:09:26,680 We need to do another theme song. 187 00:09:27,280 --> 00:09:31,440 So yeah, Bitcoin did nearly touch 100K yesterday, got 188 00:09:31,440 --> 00:09:35,960 tantalizing close 99 1/2 and then kind of dips. 189 00:09:35,960 --> 00:09:38,200 Bitcoin dominance has actually gone down over that period 190 00:09:38,200 --> 00:09:44,240 because I think each slightly outperformed in that dip We had 191 00:09:44,960 --> 00:09:48,920 the major meme coins all take a a pretty significant dip as 192 00:09:48,920 --> 00:09:54,920 well, kind of across the board, I would say, but it was, but you 193 00:09:54,920 --> 00:09:56,960 know, that's just kind of how they've been over the last week, 194 00:09:57,040 --> 00:10:03,920 mostly down about 10 to 30%. Bonk I guess is the main one. 195 00:10:03,920 --> 00:10:08,120 Solana now is still holding up around 5 billion, which I think 196 00:10:08,120 --> 00:10:11,200 is, is very, very strong. MOG was actually the strongest 197 00:10:11,200 --> 00:10:14,600 on, on, on ETH. It looks like it's it's crossed 198 00:10:14,600 --> 00:10:17,840 back above 1 billion, which is good to see. 199 00:10:18,640 --> 00:10:21,640 So those two are probably, yeah, the lead at the moment in terms 200 00:10:21,640 --> 00:10:27,320 of outperformance on on ETH. And so we did have, I think as 201 00:10:27,320 --> 00:10:30,120 you noted, a bunch of different people are now applying for ETFs 202 00:10:30,120 --> 00:10:34,560 of different coins. So we had next RP ETF filed, 203 00:10:34,560 --> 00:10:40,880 Salon ETF being filed and that was also because Gary Gensler is 204 00:10:40,880 --> 00:10:45,680 leaving Jan 20th. He is leaving his role, which is 205 00:10:46,000 --> 00:10:48,120 completely expected at this stage. 206 00:10:50,320 --> 00:10:53,480 We had XRP actually hit a 3R on the back of that and Seoul 207 00:10:53,480 --> 00:10:55,200 actually nearly broke its all time high. 208 00:10:55,200 --> 00:10:58,120 I think it did break it on Coinbase briefly and then drop 209 00:10:58,120 --> 00:11:00,680 back down. There was some bullish news with 210 00:11:00,760 --> 00:11:03,360 just adoption. It looks like Charles Schwab, 211 00:11:03,360 --> 00:11:06,120 which is one of the biggest brokers in the US, is going to 212 00:11:06,120 --> 00:11:08,800 be offering crypto directly to clients, which I thought was 213 00:11:08,800 --> 00:11:10,880 bullish. And then we got news that FDX is 214 00:11:10,880 --> 00:11:14,080 going to start repaying creditors in 2025. 215 00:11:14,080 --> 00:11:18,080 March 2025 S yeah, decent news there. 216 00:11:20,880 --> 00:11:24,800 You, you covered a lot It, it felt like a week or a month 217 00:11:25,320 --> 00:11:28,040 worth of headlines kind of came in yesterday. 218 00:11:28,760 --> 00:11:30,680 And it's a bit repetitive because it feels like we've been 219 00:11:30,680 --> 00:11:33,800 covering this stuff, but it also feels like a day to kind of 220 00:11:33,800 --> 00:11:35,520 maybe step back and see what's happening. 221 00:11:35,520 --> 00:11:38,920 And I think the Schwab headline specifically for me is one that 222 00:11:38,920 --> 00:11:40,840 hit home. And, and a part it was partially 223 00:11:40,840 --> 00:11:46,200 because of the quote from their incoming CEO Wurster. 224 00:11:46,600 --> 00:11:49,440 We've got a nice article up on Decrypt covering this. 225 00:11:49,440 --> 00:11:50,800 I'm going to pull up the direct quote. 226 00:11:51,160 --> 00:11:54,080 So Scripto has certainly caught Minnie's attention. 227 00:11:54,080 --> 00:11:55,760 And they made a lot of money doing it. 228 00:11:55,760 --> 00:11:58,400 I have not bought crypto. And now I feel silly. 229 00:11:59,720 --> 00:12:02,080 And I feel like this is just such a reflection of broader 230 00:12:02,080 --> 00:12:04,400 sentiment for folks who have been on the sidelines up until 231 00:12:04,400 --> 00:12:05,920 now. And like, this is the point 232 00:12:05,920 --> 00:12:10,880 where it's really kicking in. And it's like, shit, we faded 233 00:12:10,880 --> 00:12:14,360 this for a decade. Maybe now it's time to to come 234 00:12:14,360 --> 00:12:17,800 in. Something 100K doesn't normally 235 00:12:17,800 --> 00:12:20,880 die, let's put it that way. When, when it's at 15 K, people 236 00:12:21,880 --> 00:12:24,120 are going to be like, oh, this will be a bit more fringe. 237 00:12:24,120 --> 00:12:27,960 But yeah, when you see Bitcoin at 100K and it's just overtaking 238 00:12:27,960 --> 00:12:31,880 like silver to be the most valuable asset in the world, you 239 00:12:31,880 --> 00:12:33,720 kind of know it's not going away now. 240 00:12:34,960 --> 00:12:37,040 And so I think we're going to see more and more of these sort 241 00:12:37,040 --> 00:12:39,800 of headlines. Like a lot of this was the big 242 00:12:39,800 --> 00:12:44,320 play, right? Institutions can now FOMO into 243 00:12:44,320 --> 00:12:47,240 crypto pretty regularly. We're going to have new 244 00:12:47,240 --> 00:12:49,640 headlines every single day about that. 245 00:12:49,640 --> 00:12:52,640 So yeah, I think we're going to have AI think it's going to be a 246 00:12:52,640 --> 00:12:54,480 very, very bullish period if you're just looking at the 247 00:12:54,480 --> 00:12:57,080 headlines. There was interestingly some 248 00:12:57,080 --> 00:13:01,080 negativity in news yesterday, which is around micro strategy. 249 00:13:01,080 --> 00:13:06,760 I don't know if you saw this, but very, very popular research 250 00:13:06,760 --> 00:13:10,120 firm Citron, who's been kind of short of various things in 251 00:13:10,120 --> 00:13:14,560 crypto of the years was short ETH at like 900 bucks. 252 00:13:14,720 --> 00:13:20,640 I remember you know, when when FDX was collapsing, they went 253 00:13:20,640 --> 00:13:23,760 short micro strategy. Micro strategy is actually 254 00:13:23,760 --> 00:13:32,840 trading around 3X book at the moment, which is high and it's 255 00:13:32,840 --> 00:13:36,240 been difficult because you don't really know when how that even 256 00:13:36,240 --> 00:13:39,600 unravels as Bitcoin goes higher. So and there's been a lot of 257 00:13:39,600 --> 00:13:41,240 shorts in it. So it's been this like short 258 00:13:41,240 --> 00:13:45,160 squeeze and then Sailor's been talking about doing productive 259 00:13:45,160 --> 00:13:48,280 stuff with the, with the Bitcoin, like starting a Bitcoin 260 00:13:48,280 --> 00:13:54,520 bank and all this sort of stuff. So it's, it's been trading quite 261 00:13:54,520 --> 00:14:01,000 a lot higher than just the Bitcoin and they, they've kind 262 00:14:01,000 --> 00:14:05,640 of come in and said, look, it's too high at 3X3X Bitcoin. 263 00:14:06,560 --> 00:14:11,320 Their Bitcoin holdings and micro strategy dropped 16% yesterday, 264 00:14:11,320 --> 00:14:13,040 even even with Bitcoin going higher. 265 00:14:13,040 --> 00:14:17,200 So at the same time he was able to, to, to like do a bond deal 266 00:14:17,960 --> 00:14:19,760 on the same day, which I thought was pretty funny. 267 00:14:20,120 --> 00:14:25,960 And it's back up 5% today. A lot of people have been short 268 00:14:26,880 --> 00:14:28,920 micro strategy versus long Bitcoin. 269 00:14:28,960 --> 00:14:32,800 That's that's been like a a widow maker of a trade. 270 00:14:33,840 --> 00:14:35,720 So let's see how that one develops. 271 00:14:36,360 --> 00:14:40,960 Maybe can you maybe help explain this one to folks whom who might 272 00:14:40,960 --> 00:14:44,720 not understand? So how could micro strategy be 273 00:14:45,600 --> 00:14:48,520 get to the point where it's trading at 3X the Bitcoin it 274 00:14:48,600 --> 00:14:50,320 it's holding? I think for most they would have 275 00:14:50,320 --> 00:14:52,800 understood it as pretty much micro strategy has been moving 276 00:14:52,800 --> 00:14:54,480 up in line with the Bitcoin that holds. 277 00:14:55,080 --> 00:14:57,720 So it's a levered bet I guess. How? 278 00:14:57,800 --> 00:15:02,000 How does it get to 3X levered? Is there a logic behind that or 279 00:15:02,000 --> 00:15:04,320 just is there? There is the the logic actually 280 00:15:04,320 --> 00:15:11,200 isn't in that so it is they're they're levered, but it should 281 00:15:11,200 --> 00:15:14,400 still trade at its book value or there or thereabouts. 282 00:15:16,040 --> 00:15:20,040 The reason is, is because one, it was seen as one of the 283 00:15:20,040 --> 00:15:23,160 easiest ways for people to buy the coin, which I think that 284 00:15:23,160 --> 00:15:26,560 story is diminishing given the, the, the, the ETFs. 285 00:15:28,000 --> 00:15:30,520 The second thing was that there was always a short, huge short 286 00:15:30,520 --> 00:15:33,040 base in it who did this like basis trade. 287 00:15:33,040 --> 00:15:36,160 So we always traded like squeezing the shorts 288 00:15:36,160 --> 00:15:38,800 essentially. And then the third thing was 289 00:15:38,800 --> 00:15:42,320 what I said there was some, so even some of the big commodities 290 00:15:42,480 --> 00:15:47,600 brokers like Glencore or Trafigura, they'll trade at a 291 00:15:47,840 --> 00:15:50,280 higher multiple than just the quantities they own. 292 00:15:50,280 --> 00:15:52,760 And that's because they that's because they trade them, but 293 00:15:52,760 --> 00:15:54,600 it's also because they do productive stuff with them. 294 00:15:55,000 --> 00:15:59,120 And he's been talking a lot about the concept of doing 295 00:15:59,120 --> 00:16:03,480 something with the Bitcoin right, like using that capital 296 00:16:03,480 --> 00:16:09,160 to do things, whether it's get yields, whether it's via like a 297 00:16:09,480 --> 00:16:12,080 he hasn't said staking, but he's talked about being like bank, 298 00:16:12,720 --> 00:16:15,440 which would imply that, you know, trades more like a bank 299 00:16:16,920 --> 00:16:21,720 And that's just had this like equity value to it or be it like 300 00:16:21,720 --> 00:16:26,880 it really went out of it got out of hand more recently, like the 301 00:16:26,880 --> 00:16:30,360 micro strategy really like departed from where it had been 302 00:16:30,360 --> 00:16:32,760 versus Bitcoin over the last six months. 303 00:16:33,600 --> 00:16:39,360 And I do think that there's, you know, it's it could it could be 304 00:16:39,400 --> 00:16:44,000 it could be an interesting trade to short, if I'm honest, but I 305 00:16:44,000 --> 00:16:47,720 don't just because the would I rather buy Bitcoin or micro 306 00:16:47,720 --> 00:16:52,920 strategy here at 3X it's holdings. 307 00:16:52,920 --> 00:16:56,880 It does feel like maybe just to spot Bitcoin ETF satiates the 308 00:16:56,960 --> 00:17:00,800 ease of people buying one at least. 309 00:17:00,800 --> 00:17:05,359 But I didn't know some people are like complete micro strategy 310 00:17:05,359 --> 00:17:10,359 bulls forever. But and that's that's probably 311 00:17:10,359 --> 00:17:12,160 the reason why it goes up. It did like a bit of a meme 312 00:17:12,160 --> 00:17:18,480 stock as well, right? Yeah, like so I don't know, I I 313 00:17:18,480 --> 00:17:21,640 would never put on this trade myself like this is never I 314 00:17:21,640 --> 00:17:25,720 would never try and short something like that particularly 315 00:17:25,720 --> 00:17:30,280 publicly in an in Bitcoin, right, which is largely up 316 00:17:30,280 --> 00:17:33,440 because Bitcoin can just keep going and that can really 317 00:17:33,440 --> 00:17:34,880 squeeze you from the short side. So. 318 00:17:36,080 --> 00:17:37,840 But Citron do this sort of stuff so. 319 00:17:38,800 --> 00:17:41,440 Yeah, I mean, I'm not going short anything in a bull market 320 00:17:41,440 --> 00:17:44,480 that feels silly. I would personally rather buy 321 00:17:44,480 --> 00:17:49,280 Spot. I was going to, I was going to 322 00:17:49,280 --> 00:17:53,240 ask like, do normal people even know about this? 323 00:17:53,240 --> 00:17:56,280 Like as a way to gain exposure to Bitcoin? 324 00:17:56,680 --> 00:18:02,280 Of course institutions do. But like nobody, nobody I know 325 00:18:02,280 --> 00:18:04,880 would be buying this to gain exposure to Bitcoin, I don't 326 00:18:04,880 --> 00:18:07,400 think. Micro strategy or the ETFs? 327 00:18:07,680 --> 00:18:09,920 Micro strategy. Oh, I don't know. 328 00:18:09,920 --> 00:18:13,960 It's, it's, it's, it's now one of the biggest firms in the US 329 00:18:13,960 --> 00:18:16,800 stock market, right? It's like $85 billion like it 330 00:18:16,800 --> 00:18:18,160 is. It does still have that. 331 00:18:19,960 --> 00:18:23,320 Yes, yeah, it's it's funny. I mean, you, you mentioned 332 00:18:23,320 --> 00:18:25,560 Sailor wanting to do more stuff. I've noticed in the Decrypt 333 00:18:25,560 --> 00:18:29,480 articles and, and one I wrote earlier this week, MicroStrategy 334 00:18:29,480 --> 00:18:31,920 essentially started calling itself a Bitcoin development 335 00:18:31,920 --> 00:18:36,760 company, which is drastically different from a previous life. 336 00:18:36,760 --> 00:18:38,120 I worked in business intelligence. 337 00:18:38,120 --> 00:18:41,600 They were a competitor of ours. They're in like a data analytics 338 00:18:41,600 --> 00:18:44,920 software company. That's what MicroStrategy was 339 00:18:44,920 --> 00:18:48,400 and is to a certain degree. So it's just it's crazy to see 340 00:18:48,400 --> 00:18:52,160 the the turn around, but yeah, crazy. 341 00:18:52,840 --> 00:18:56,000 I, I think people kind of realize like if you've done any 342 00:18:56,000 --> 00:18:58,440 research in the Bitcoin at all, I think you probably have an 343 00:18:59,280 --> 00:19:01,560 understanding of MicroStrategy at a high level. 344 00:19:02,360 --> 00:19:05,760 You've also got the ETF products that, that are trading levered 345 00:19:05,760 --> 00:19:08,200 MicroStrategy. So there are ways to to make 346 00:19:08,200 --> 00:19:10,520 this as a levered bet on, on Bitcoin. 347 00:19:11,720 --> 00:19:15,200 So it's going to be interesting. We will continue to track that, 348 00:19:15,560 --> 00:19:18,880 I'm sure. I want to get into the the meme 349 00:19:18,880 --> 00:19:21,480 market a bit because I think there was a lot of action 350 00:19:21,800 --> 00:19:25,040 yesterday. I think arguably the biggest 351 00:19:25,040 --> 00:19:29,480 story was this Casey coin that that came out last night. 352 00:19:29,480 --> 00:19:31,680 I don't know if folks have seen this one. 353 00:19:31,960 --> 00:19:33,960 It's done $200 million in volume. 354 00:19:33,960 --> 00:19:38,720 It's it's leading the Solana meme market from a pure volume 355 00:19:38,720 --> 00:19:42,440 perspective. It ran from zero to 69 million 356 00:19:42,960 --> 00:19:45,760 in about 12 hours. I think it hit close to 80. 357 00:19:46,240 --> 00:19:48,760 Yeah, last night. I think the the brief story 358 00:19:48,760 --> 00:19:52,400 here, there's an artist with the meme he got tied into the coin 359 00:19:52,400 --> 00:19:56,440 early is a bit of an opposite of how the chill guy situation 360 00:19:56,440 --> 00:19:57,760 played out. Logie, I'm curious, did you have 361 00:19:57,760 --> 00:19:59,120 a chance to dive into this one at all? 362 00:19:59,120 --> 00:20:00,360 Can you kind of catch up on what happened? 363 00:20:00,840 --> 00:20:04,360 Yeah, just a little bit. As you indicated here, famous 364 00:20:05,280 --> 00:20:11,200 viral TikTok meme and artist attached to that embraced, you 365 00:20:11,200 --> 00:20:13,480 know, the literally the complete opposite of what you saw with 366 00:20:13,480 --> 00:20:18,960 Philip Banks and Chill Guy and it went wild as people look to 367 00:20:18,960 --> 00:20:20,960 lean into kind of the art slash meme coin thing. 368 00:20:20,960 --> 00:20:23,400 We're just talking about Ovi mean that's been a a huge part 369 00:20:23,400 --> 00:20:26,840 of this cycle thus far. You know, there was you know, 370 00:20:26,840 --> 00:20:30,160 you sent this around early Tyler last night as a just watch this. 371 00:20:30,160 --> 00:20:32,680 What's happening here. Tough to ignore, of course, all 372 00:20:32,680 --> 00:20:37,200 the volume, but there was some, some scare and I saw from other 373 00:20:37,200 --> 00:20:40,400 people on the timeline as well about the insider holdings or, 374 00:20:40,400 --> 00:20:43,720 or bundles attached to that. And it seems to have dissipated 375 00:20:43,760 --> 00:20:46,040 throughout the course of the night as more and more people 376 00:20:46,040 --> 00:20:48,000 kept buying and it just kept going up. 377 00:20:48,160 --> 00:20:50,160 And that's where that's kind of where we're at today. 378 00:20:51,400 --> 00:20:54,160 Yeah, I'll, I'll tell my story. So I, I got in on this one 379 00:20:54,160 --> 00:21:00,640 around 12 to 15 last night. It was just a rocket ship and 380 00:21:00,640 --> 00:21:04,480 it, it had reached that level in like 15 minutes, huge volume. 381 00:21:04,600 --> 00:21:09,800 And then a buddy showed me that it was like 78% bundled. 382 00:21:10,360 --> 00:21:13,080 And there was also questions of why the how the artist kind of 383 00:21:13,080 --> 00:21:16,640 came around to this coin because it had been vamped pretty hard. 384 00:21:16,640 --> 00:21:19,040 Like there were several KC coins floating around. 385 00:21:19,200 --> 00:21:21,880 So there's some fun at that point in time. 386 00:21:21,880 --> 00:21:24,760 It's when it dipped from like 20 down to seven. 387 00:21:24,760 --> 00:21:28,280 I got flooded out of the spot, much to my chagrin. 388 00:21:28,280 --> 00:21:33,560 And then it ran 10X from there. So egg on my face, man. 389 00:21:33,560 --> 00:21:34,640 Did you see this one? Did you? 390 00:21:34,640 --> 00:21:36,800 Did you play it at all? Any thoughts on this versus 391 00:21:36,800 --> 00:21:41,560 chill guy here? I did not play this one. 392 00:21:41,840 --> 00:21:47,480 I, I don't know if this feels like the same as chill guy. 393 00:21:47,840 --> 00:21:50,480 Like I don't think I've seen something ever goes to 120 K 394 00:21:50,480 --> 00:21:55,320 holders in five days. It feels like the one off the 395 00:21:55,320 --> 00:21:58,320 chill guy that everyone tries to do the chill guy rather than 396 00:21:58,440 --> 00:22:04,440 necessarily the same. But I, I think we'll feel this 397 00:22:04,480 --> 00:22:06,480 is this is going to be a tried and tested method. 398 00:22:06,480 --> 00:22:10,640 There'll be a there'll be a new tick on me next week, there'll 399 00:22:11,120 --> 00:22:12,920 be one every week, this bull market. 400 00:22:14,200 --> 00:22:17,560 This is the new meta for sure. I can paint that the bull case 401 00:22:17,560 --> 00:22:18,960 and perhaps the bear case on this one. 402 00:22:18,960 --> 00:22:22,200 Now as a neutral observer, I think the bull case is it's a 403 00:22:22,200 --> 00:22:24,480 good artist. People generally like the art. 404 00:22:24,520 --> 00:22:27,760 It's it's it's friendly. He's plugged into the corn, 405 00:22:27,800 --> 00:22:30,320 which which is the opposite of the situation, which show guy, 406 00:22:30,320 --> 00:22:34,880 which is the main risk there. And it's it's clearly got the 407 00:22:34,880 --> 00:22:39,400 attention. So there's some whales touting 408 00:22:39,400 --> 00:22:41,600 it as well on the timeline. So you've got kind of a lot of 409 00:22:41,600 --> 00:22:43,280 the different factors there checked off. 410 00:22:44,200 --> 00:22:46,920 I think the bear case for me is it feels a little more forced. 411 00:22:47,120 --> 00:22:50,240 And I don't know if the meme is quite as good and like my social 412 00:22:50,240 --> 00:22:53,800 engagement as one factor. Like when I post about Casey, I 413 00:22:53,800 --> 00:22:57,320 got like 110th the engagement when I posted about Joe Guy and 414 00:22:57,320 --> 00:23:00,640 I'm not. Do people know what Casey is 415 00:23:00,720 --> 00:23:02,160 like? Because chill guy speaks for 416 00:23:02,160 --> 00:23:03,360 itself, right? Chill guy. 417 00:23:03,520 --> 00:23:06,000 Like the ticker's chill guy. The coin name's chill guy. 418 00:23:06,200 --> 00:23:07,680 I would have never known what this was. 419 00:23:07,680 --> 00:23:10,120 I've seen this little person before. 420 00:23:10,120 --> 00:23:13,160 Is that, you know, whatever. But I would not have known that 421 00:23:13,160 --> 00:23:16,040 this was related to that coin if I just saw it. 422 00:23:16,080 --> 00:23:19,720 You know the ticker. Yeah, I don't think people are 423 00:23:19,720 --> 00:23:22,160 racing the moon shot to buy Casey because I don't think 424 00:23:22,160 --> 00:23:23,600 they're going to know what it is necessarily. 425 00:23:23,640 --> 00:23:25,800 But I mean, if people start spreading on TikTok, perhaps 426 00:23:25,800 --> 00:23:28,560 that changes. I will say wear my TA hat looks 427 00:23:28,560 --> 00:23:31,160 a little bit like a cup and handle for me on the 15 minute 428 00:23:31,960 --> 00:23:34,880 so so perhaps watch. Out for that it'll go high like 429 00:23:34,880 --> 00:23:37,040 there's no doubt. I, I, I don't see how this 430 00:23:37,040 --> 00:23:40,560 doesn't like, yeah, we'll go to 100 and but I just don't know if 431 00:23:40,560 --> 00:23:45,760 it does like what The same same sort of moves that that chill 432 00:23:45,760 --> 00:23:48,520 guy did. Speaking of, it's been a little 433 00:23:48,520 --> 00:23:52,560 bit of a chop day. Tough for for the moon boys out 434 00:23:52,560 --> 00:23:54,880 there who thought show guy was just going to go straight to to 435 00:23:54,880 --> 00:23:58,120 1 billion. Is any of your perspective on 436 00:23:58,120 --> 00:24:01,560 show got changed at all? Holder count still going up 120 437 00:24:01,560 --> 00:24:08,560 K as you mentioned. I think it has the issue with 438 00:24:08,560 --> 00:24:12,000 coins that get this many holders at a low market cap is that they 439 00:24:12,440 --> 00:24:17,040 it does take a lot for them to like fully moon, but so many 440 00:24:17,040 --> 00:24:22,440 different people like you know what, the mirac coins can go up 441 00:24:22,760 --> 00:24:25,400 really quickly if everyone holds their supply. 442 00:24:25,960 --> 00:24:28,520 And then ideally at the high level, that's when you start 443 00:24:28,520 --> 00:24:31,560 getting loads of holders, right? Like peanut got all of its 444 00:24:31,560 --> 00:24:37,280 holders at quite a high level actually, whereas this one got 445 00:24:37,480 --> 00:24:39,640 at a lower level. So this one I think could take a 446 00:24:39,640 --> 00:24:43,200 little bit longer, but I do think it will end up getting I 447 00:24:43,200 --> 00:24:45,880 mean, I think it's about to get by bit. 448 00:24:45,880 --> 00:24:49,520 It feels like OK, X was tweeting about it yesterday. 449 00:24:50,120 --> 00:24:52,120 I think it will get all the major exchanges now. 450 00:24:53,960 --> 00:24:55,360 So that's probably what to look for. 451 00:24:55,360 --> 00:24:59,320 I, I've seen just a handful now of the posts of the, of the guys 452 00:24:59,320 --> 00:25:02,360 who run UP20K to a million. So you got to turn through all 453 00:25:02,360 --> 00:25:05,840 of those and they're selling and I would be selling in that spot 454 00:25:05,840 --> 00:25:08,480 too. So I think that's why we're 455 00:25:08,480 --> 00:25:10,360 seeing some Wicks up. We had a major move yesterday. 456 00:25:10,360 --> 00:25:13,880 It went to 550, but then it retraced that. 457 00:25:14,120 --> 00:25:17,240 Well, I think fiber indicated it might list it, but then I don't. 458 00:25:17,240 --> 00:25:19,840 Yeah. So I'm, I'm sorry to cut you 459 00:25:19,840 --> 00:25:23,200 off. So Buybit is doing the same 460 00:25:23,200 --> 00:25:26,880 thing with chill guy that it did with Lucy, which is it's using 461 00:25:26,880 --> 00:25:31,440 this buy votes campaign in which people that hold can deposit and 462 00:25:31,440 --> 00:25:34,480 then vote for a spot listing. Actually just pulled it up of 463 00:25:34,480 --> 00:25:36,040 the side. I'll, I'll send you the link as 464 00:25:36,040 --> 00:25:39,640 well. Tyler, 76% listing odds thus far 465 00:25:39,640 --> 00:25:43,760 for chill guy and it looks like Lucy already breached that 466 00:25:43,760 --> 00:25:45,480 threshold. I'm I'm sending you the link 467 00:25:45,480 --> 00:25:46,760 now. Interesting. 468 00:25:47,000 --> 00:25:50,120 If you want to pull it up, it's there might be some like weird 469 00:25:50,120 --> 00:25:54,040 details about how exactly or you know who gains access to the 470 00:25:54,040 --> 00:25:56,680 listing, right? I'm not exactly sure, but it's 471 00:25:56,680 --> 00:25:59,160 like a yeah, it's like a social campaign more or less to get it 472 00:25:59,160 --> 00:26:00,920 listing. I'm not sure if that's just a 473 00:26:00,920 --> 00:26:06,120 workaround legally or whatever to get it on there, but that's 474 00:26:06,120 --> 00:26:07,760 that's what it's going through right now. 475 00:26:08,680 --> 00:26:10,280 Yeah. That I think it just helps. 476 00:26:12,160 --> 00:26:16,360 I think it'll get a vibe at listing just given that but and 477 00:26:16,360 --> 00:26:19,680 then OK, X tweeted about it. I think the main thing is like 478 00:26:19,880 --> 00:26:23,400 does this artist thing maybe get in the way or not? 479 00:26:24,000 --> 00:26:28,280 But with 120 K holders, the other thing about that is also 480 00:26:28,280 --> 00:26:32,680 very difficult for it to die. Things like that don't just go 481 00:26:32,680 --> 00:26:35,040 down in AV shape with that many holders. 482 00:26:36,280 --> 00:26:38,640 There's always somebody who comes in and wants to get it. 483 00:26:38,640 --> 00:26:44,600 So I think probably you sell big rips and you buy dips in it. 484 00:26:45,000 --> 00:26:46,760 That's that's what I would reckon at this sort of level 485 00:26:46,760 --> 00:26:49,200 until you start to see, unless you're like certain there's a 486 00:26:49,200 --> 00:26:52,640 listing coming. And that seems to be what what 487 00:26:52,640 --> 00:26:55,640 folks are doing. You know, quickly I think 488 00:26:55,640 --> 00:26:57,520 another story. I don't really want to get into 489 00:26:57,520 --> 00:26:59,600 it, but the the meta from last night seems like we're getting 490 00:26:59,600 --> 00:27:01,920 new mez everyday is just people streaming and trying to pump 491 00:27:01,920 --> 00:27:04,960 their coins live on stream. You see the stream until 100 492 00:27:04,960 --> 00:27:09,280 million guy did 150 million volume sitting at 12 million. 493 00:27:09,280 --> 00:27:12,120 So it had some success there. There are a few other 494 00:27:12,120 --> 00:27:17,440 derivatives of that. I think the bigger action was in 495 00:27:17,440 --> 00:27:19,520 the AI sector. I almost spent a little bit of 496 00:27:19,520 --> 00:27:21,440 time on that. So we we talked about it 497 00:27:21,440 --> 00:27:26,160 yesterday again like this is we talked about this being its own 498 00:27:26,600 --> 00:27:29,240 kind of component of a broader mean coin marketer, just a 499 00:27:29,240 --> 00:27:32,480 broader market overall. Some of the coins of retrace now 500 00:27:32,480 --> 00:27:36,480 I can see zero bro at 480, but zero bro hit 550 yesterday. 501 00:27:37,240 --> 00:27:40,360 I guess it worked close to 600 and now. 502 00:27:41,360 --> 00:27:44,960 I I have a bag of 0 bro. It was, it was like 620 at one 503 00:27:44,960 --> 00:27:46,240 stage. I remember last night. 504 00:27:46,880 --> 00:27:50,320 Yeah. I think what's happening here is 505 00:27:50,320 --> 00:27:51,240 I think a few things are happening. 506 00:27:52,040 --> 00:27:56,000 One, I, I think there's a punks versus apes narrative playing 507 00:27:56,000 --> 00:27:59,240 out with goat versus zero, bro. I'm actually seeing some of the 508 00:27:59,240 --> 00:28:03,320 same players from that conversation back in 2021 start 509 00:28:03,320 --> 00:28:06,440 to put that out there. So I think that's a little bit 510 00:28:06,920 --> 00:28:10,440 of friendly competitions, the storyline to watch and it kind 511 00:28:10,440 --> 00:28:14,720 of makes sense to me and how the ecosystems are being built out. 512 00:28:14,720 --> 00:28:17,520 So I think GOAT true terminals kind of stand alone right now. 513 00:28:17,520 --> 00:28:19,680 I think Mando, your, your point is it's like a piece of art. 514 00:28:20,920 --> 00:28:22,800 It's the code. That's what it is. 515 00:28:22,920 --> 00:28:25,280 And I, I tend to agree. I think that's that there. 516 00:28:25,320 --> 00:28:28,280 It makes sense. Whereas Zerobro is expanding its 517 00:28:28,360 --> 00:28:33,840 ecosystem quite, quite rapidly. So it did the zero born NFTS. 518 00:28:34,200 --> 00:28:41,880 Now it's got this music coin Opai OPAIUM, which is which just 519 00:28:41,880 --> 00:28:44,160 launched yesterday. It's already trading at 29 520 00:28:44,160 --> 00:28:48,880 million. Yesterday we also had zero bro 521 00:28:48,880 --> 00:28:52,520 ticking out tweeting out tickers, one of which was this 522 00:28:52,520 --> 00:28:54,760 Mercal token. I'm going to try to find that 523 00:28:55,720 --> 00:28:57,440 here as well. Scroll down. 524 00:28:57,560 --> 00:29:00,760 I think it's around 5 million or so now down to 4 million. 525 00:29:01,200 --> 00:29:03,160 My point being is it, it seems like it's building out this 526 00:29:03,160 --> 00:29:07,640 broader ecosystem, which could be good, could be bad. 527 00:29:07,640 --> 00:29:11,120 I, I don't, I think it's too soon to have a read, but it, it 528 00:29:11,120 --> 00:29:13,920 does feel like it perhaps is like diluting it. 529 00:29:13,920 --> 00:29:15,440 I don't know. Curious for your talk, for your 530 00:29:15,440 --> 00:29:15,800 takes. I. 531 00:29:16,160 --> 00:29:17,600 Think there's been a few of these right now. 532 00:29:17,600 --> 00:29:22,920 Like one thing that I think they all get called right is sentient 533 00:29:23,160 --> 00:29:27,760 sentient memes or sentient or AI agents, right? 534 00:29:28,200 --> 00:29:33,080 I think one of the the main differences here is that, and 535 00:29:33,080 --> 00:29:35,200 this is kind of what I was saying yesterday, where it's all 536 00:29:35,200 --> 00:29:39,080 a little bit of a laugh is lots of these AI agents don't 537 00:29:39,080 --> 00:29:42,040 actually need a coin. So if you look at the genesis of 538 00:29:42,440 --> 00:29:47,040 of GOAT, it was because GOAT got trained on the history of memes, 539 00:29:47,040 --> 00:29:51,160 right? And then decided before even 540 00:29:51,160 --> 00:29:54,760 GOAT came out that the GOAT sea was the, it's the funniest meme. 541 00:29:55,120 --> 00:29:58,200 Dan was like, we should create GOAT wasn't created for many 542 00:29:58,200 --> 00:30:00,520 months and then it was created and adopted it, right. 543 00:30:01,000 --> 00:30:04,760 So it became there's like a meme aspect to it. 544 00:30:05,440 --> 00:30:08,920 Whereas a lot of these other ones like they, they and this is 545 00:30:08,920 --> 00:30:12,040 I think why the AI sometimes clashes with the human with the 546 00:30:12,040 --> 00:30:14,000 other ones. It's like they're actually like 547 00:30:14,760 --> 00:30:19,600 AI researchers and the and the meme is just a well, it's not 548 00:30:19,600 --> 00:30:21,520 even a meme. It's just a coin attached to the 549 00:30:21,520 --> 00:30:24,200 bot that they are creating. If you if you, if you see what I 550 00:30:25,360 --> 00:30:27,480 mean? And we had that with Luna, you 551 00:30:27,480 --> 00:30:30,040 know, like Luna's not a meme, right? 552 00:30:30,040 --> 00:30:33,160 It's just, it's just the name of the bot and 0 bar is, is kind of 553 00:30:33,160 --> 00:30:35,080 similar. And, and there's one called 554 00:30:35,080 --> 00:30:38,680 Bully, which is at the moment. And I, I, I think all that space 555 00:30:38,680 --> 00:30:40,400 can actually go a lot, lot higher. 556 00:30:41,000 --> 00:30:44,120 But I do think it's, they are quite different. 557 00:30:44,600 --> 00:30:50,480 And like you said, like they also they're all about the 558 00:30:50,480 --> 00:30:53,280 utility. They're all about like, if you 559 00:30:53,280 --> 00:30:56,480 actually read a lot of the developers behind that coin, 560 00:30:56,480 --> 00:30:58,600 AI16Z was obviously doing a lot of this too. 561 00:30:58,600 --> 00:31:03,080 Like they're all like, we're going to create AGI on the 562 00:31:03,080 --> 00:31:04,560 blockchain. Do you know what I mean? 563 00:31:06,040 --> 00:31:09,280 Whereas GOAT isn't like that, right? 564 00:31:09,680 --> 00:31:15,080 Like it's more like, hey, we've created this funny GOAT meme and 565 00:31:15,680 --> 00:31:18,960 the AI agent thinks it's hilarious and like this is, and 566 00:31:18,960 --> 00:31:22,400 he, he's like in love with it and all the content kind of it's 567 00:31:22,400 --> 00:31:26,200 like more around that. So I feel like it's actually 2 568 00:31:26,200 --> 00:31:28,160 separate things. That's what I also think. 569 00:31:28,160 --> 00:31:32,840 It's like fartcoin, for example, is more like the first one. 570 00:31:33,000 --> 00:31:37,160 It's more like a meme again and one of the, the true term, the 571 00:31:37,160 --> 00:31:38,640 lights. And it kind of went down that 572 00:31:38,640 --> 00:31:39,760 route. And there's a few more which are 573 00:31:39,760 --> 00:31:41,160 more like that. And there's a few more which are 574 00:31:41,160 --> 00:31:44,880 like, Hey, this is like the best AI agent I've ever seen. 575 00:31:45,480 --> 00:31:48,760 And I feel as though all of them have like issues, right? 576 00:31:51,040 --> 00:31:54,720 But I, I do think that the ones which are focused on utility, 577 00:31:55,240 --> 00:31:58,040 you know, you have to either first, you have to be like, does 578 00:31:58,040 --> 00:32:01,080 this really need coin? Like does far coin? 579 00:32:01,200 --> 00:32:03,360 Does Zerobro need a coin? Like, what do you do with the 580 00:32:03,360 --> 00:32:06,840 coin? And that's the same for like 581 00:32:06,880 --> 00:32:09,120 half of them at the moment. Like they're still trying to 582 00:32:09,120 --> 00:32:11,600 work out like, why would you own this coin? 583 00:32:12,880 --> 00:32:16,200 And then the second thing is, is it got, has it got a Moat? 584 00:32:16,360 --> 00:32:20,280 Like will someone come in and, and do something new? 585 00:32:20,800 --> 00:32:22,880 And I think the ones that are really outperforming are the 586 00:32:22,880 --> 00:32:24,480 ones who are shipping the fastest and doing new stuff. 587 00:32:24,480 --> 00:32:26,440 So I think like I said yesterday, I think 0 broke can 588 00:32:26,440 --> 00:32:29,160 go easily above a billion. It's like winning on the mind 589 00:32:29,160 --> 00:32:31,120 ship map, even right now. I saw. 590 00:32:31,360 --> 00:32:38,280 That but I also the ones I think I like irrespective of that are 591 00:32:38,280 --> 00:32:41,160 also the the more like meme one. Yeah. 592 00:32:41,600 --> 00:32:46,160 Is goat and far coin because they're it's more of it's less 593 00:32:46,160 --> 00:32:52,280 like that erosion of of Moat by just another AGI coming next 594 00:32:52,280 --> 00:32:53,960 week. Like I saw there's one which has 595 00:32:54,000 --> 00:32:57,080 gone it's called bully, right? Like I was looking into this 596 00:32:57,080 --> 00:32:58,560 this morning which has gone to 120. 597 00:32:59,120 --> 00:33:01,400 Right, all in the past two days. Right. 598 00:33:01,960 --> 00:33:04,200 Do you know what I mean? And so I think what we're seeing 599 00:33:04,200 --> 00:33:07,040 here is actually just the dilution of the space. 600 00:33:07,040 --> 00:33:08,400 But then I think it will become clear. 601 00:33:08,400 --> 00:33:15,440 Like the different segments even within the AI agent sphere, I 602 00:33:15,440 --> 00:33:16,560 think that will also become clear. 603 00:33:17,800 --> 00:33:20,680 I feel like, I think I agree with your analysis and I feel 604 00:33:20,680 --> 00:33:25,720 like this, there's the AI agent coins, the utility coins are in 605 00:33:25,720 --> 00:33:27,440 a bubble. I think the bubble is going to 606 00:33:27,440 --> 00:33:31,120 get much bigger. But I feel like there's also 607 00:33:31,120 --> 00:33:34,840 more risk as you mentioned in these AI agent coins because 608 00:33:34,840 --> 00:33:37,920 it's more tied to performance than it is tied to some of the 609 00:33:37,920 --> 00:33:39,600 more pure memes. So there's going to be multiple 610 00:33:39,600 --> 00:33:42,160 ways to to play the sector. I'll continue my thoughts in a 611 00:33:42,160 --> 00:33:44,120 second. Real quick code folks, the code 612 00:33:44,120 --> 00:33:46,320 today is Rollbit. We do have two spins coming up 613 00:33:46,320 --> 00:33:50,760 here in 10 or 15 minutes. Again, that rafflebot code is 614 00:33:50,840 --> 00:33:53,560 Rollbit. I think Farooq actually from 615 00:33:53,600 --> 00:33:57,600 Vegas tweet out the big three right now and AI is GOAT, 616 00:33:57,920 --> 00:34:00,440 fartcoin and zero bro. I think that's pretty 617 00:34:00,440 --> 00:34:04,240 objectively true right now. I think there's a big question 618 00:34:04,240 --> 00:34:06,640 of what's next. Like what's 7, What's 3, What's 619 00:34:06,640 --> 00:34:09,280 4 through 10? I think bulled, of course jumped 620 00:34:09,280 --> 00:34:11,880 out yesterday. You've got project 89, which 621 00:34:11,880 --> 00:34:16,719 blank guy has been posting about a bit chaos, which I I don't 622 00:34:16,719 --> 00:34:19,040 even really have my head wrapped around what chaos is Ava's from 623 00:34:19,040 --> 00:34:22,719 the hologram hologram labs team. It's at 62 up nicely on the day 624 00:34:23,000 --> 00:34:26,920 memes AI, which is tied in to some of the AI16Z and and go 625 00:34:26,920 --> 00:34:31,280 broader AI eco than some of the new joiners and Logan. 626 00:34:31,280 --> 00:34:34,600 Like I know you've been tracking this Griffane, so can we? 627 00:34:34,800 --> 00:34:36,639 We were both early. I sold my bag right before this 628 00:34:36,639 --> 00:34:39,000 huge RIP but what's been happening with Griffin? 629 00:34:39,000 --> 00:34:42,320 Like how's this one just done a 5X in the last week? 630 00:34:42,960 --> 00:34:45,040 Yeah, so this one popped on my radar based on one of the 631 00:34:45,040 --> 00:34:49,560 hackathons not hosted by Solana, but you know, by one of the 632 00:34:49,560 --> 00:34:53,199 corresponding tangentially related organizations. 633 00:34:54,280 --> 00:34:58,240 And more or less you can sort of chat with an agent and have it 634 00:34:58,240 --> 00:35:01,760 do things for you on chain. Or at least that was the promise 635 00:35:01,920 --> 00:35:04,160 very, very early. I think one of the reasons we 636 00:35:04,160 --> 00:35:06,480 got in and out, Tyler, was it seemed like that promise wasn't 637 00:35:06,720 --> 00:35:07,920 actualized you. Couldn't. 638 00:35:07,920 --> 00:35:08,840 Wouldn't work. That's right. 639 00:35:08,840 --> 00:35:11,160 That's why it's all smoke and mirrors. 640 00:35:11,680 --> 00:35:15,080 Yeah, but based on this price action and continued 641 00:35:15,080 --> 00:35:17,360 development, it seems those things are starting to work. 642 00:35:17,360 --> 00:35:18,840 I was messing around with it this morning. 643 00:35:18,960 --> 00:35:22,760 There's like an early access pass to get access to agents 644 00:35:22,760 --> 00:35:25,000 that have been developed. There's like a Warhol agent 645 00:35:25,000 --> 00:35:27,680 where you can tell the thing to make a, you know, a painting and 646 00:35:27,880 --> 00:35:30,000 or, you know, an image and then mint it on chain. 647 00:35:30,240 --> 00:35:32,240 There's other ones that can create meme points for you, 648 00:35:32,240 --> 00:35:33,600 trade meme points for you, etcetera. 649 00:35:33,600 --> 00:35:38,000 So it's like kind of half launchpad, half agent, you know, 650 00:35:38,000 --> 00:35:41,280 like an agent on its own. And that Griffane token, I 651 00:35:41,280 --> 00:35:46,040 believe it was, you know, somebody was using the the bot 652 00:35:46,040 --> 00:35:48,720 and had it create a token. It was like kind of like the 653 00:35:48,720 --> 00:35:51,960 first one that it helped to create in some way. 654 00:35:51,960 --> 00:35:56,400 So yeah, I think I was in an in and out around like 3 or 4 655 00:35:56,400 --> 00:35:59,320 million or something like that, which feels like months ago at 656 00:35:59,320 --> 00:36:00,760 this time. But it's just been a steady 657 00:36:00,760 --> 00:36:02,840 grind up. It's one of those that I think 658 00:36:03,200 --> 00:36:07,280 warrants mentioning at least alongside, you know, all these, 659 00:36:07,520 --> 00:36:11,000 so many of them as Mando's mentioning so many of them just 660 00:36:11,000 --> 00:36:14,040 to, you know, keep your eye on there's, there's going to be, 661 00:36:14,040 --> 00:36:16,600 there's going to be room for growth upwards for some of these 662 00:36:16,600 --> 00:36:18,120 that continue to kind of push the envelope. 663 00:36:18,440 --> 00:36:21,520 So I've already got 40 AI tokens on this watch list. 664 00:36:22,120 --> 00:36:25,360 It. It feels like what I've seen in 665 00:36:25,360 --> 00:36:28,360 the past few days is there's been a lot of opportunity for 666 00:36:28,360 --> 00:36:30,280 tokens, which are kind of sitting in the five to 10 667 00:36:30,280 --> 00:36:34,120 million range to level up to 15 to 25. 668 00:36:35,120 --> 00:36:40,080 There's been a whole lot of what I'll call easy 2 XS on the 669 00:36:40,080 --> 00:36:42,800 board. I don't know where we go from 670 00:36:42,800 --> 00:36:45,640 here. My gut is we're going to see a 671 00:36:45,640 --> 00:36:49,800 few of these in the 10 to 20, probably move up to to the 50 672 00:36:49,800 --> 00:36:52,880 range, and then you're going to see a couple do the bully run 673 00:36:53,640 --> 00:36:57,960 and run up to to 150. I'm trying to predict which ones 674 00:36:57,960 --> 00:37:00,400 those are. And I think this is a very 675 00:37:00,400 --> 00:37:03,400 interesting group of tokens. I'm sure there's some that 676 00:37:03,400 --> 00:37:07,520 aren't even on my list to to spend some time on because 677 00:37:07,520 --> 00:37:10,720 again, it feels like one where you can actually do a little bit 678 00:37:10,720 --> 00:37:13,560 of research and it's not just like trying to pick the hot 679 00:37:13,560 --> 00:37:16,760 TikTok meme of the day and hope that the whole wars aren't just 680 00:37:16,760 --> 00:37:19,280 going to all dump on you in the next couple hours. 681 00:37:19,320 --> 00:37:21,520 They have they've got the the token that you can generally go 682 00:37:21,520 --> 00:37:24,480 to sleep with a bit, which is, which is nice, something that 683 00:37:24,480 --> 00:37:28,720 appeals to me because it's it's not that fun to have to watch 684 00:37:28,720 --> 00:37:33,480 your charts all night. Another interesting one that 685 00:37:33,480 --> 00:37:39,760 jumped out to me was in the the D side sector yesterday and and 686 00:37:39,760 --> 00:37:41,880 Logan, I'm not sure if you saw this one. 687 00:37:41,880 --> 00:37:46,880 I think just for for quick context, I think D side went 688 00:37:46,880 --> 00:37:51,280 nuts this past weekend with pumped out science and it's two 689 00:37:51,280 --> 00:37:54,560 leading tokens Rif and euro soaring. 690 00:37:54,640 --> 00:37:56,520 It's it's since has cooled off quite a bit. 691 00:37:57,320 --> 00:38:02,200 Rif, rifampicin hit a 220 at peak, it's back down to 83. 692 00:38:02,200 --> 00:38:05,640 So full 70% retrace, similar with Euro. 693 00:38:07,600 --> 00:38:10,800 Now this new token launched yesterday, it's called Tract 694 00:38:10,800 --> 00:38:12,480 Bio. It's at 7 and a half million, so 695 00:38:12,480 --> 00:38:16,800 still slightly under 10. I think what's interesting about 696 00:38:16,800 --> 00:38:21,800 this one to me is it is a potential infrastructure play on 697 00:38:21,800 --> 00:38:27,000 pump dot science. So pump science is the platform 698 00:38:27,200 --> 00:38:30,560 that allows those longevity testing experiments to run. 699 00:38:30,720 --> 00:38:33,280 It allows people to launch their own tokens on them and 700 00:38:33,280 --> 00:38:34,920 effectively Crowdsource the research. 701 00:38:35,680 --> 00:38:38,840 This past weekend, when pumped out science caught fire and was 702 00:38:38,840 --> 00:38:41,800 all over the timeline. The only real ways to bet on it 703 00:38:41,800 --> 00:38:44,640 was betting on those two specific chemicals like Rif and 704 00:38:44,720 --> 00:38:49,160 Euro, which didn't really make sense to me because that's not 705 00:38:49,160 --> 00:38:51,400 necessarily the right way to think about betting on a 706 00:38:51,400 --> 00:38:53,960 platform. Now there might be a way to do 707 00:38:53,960 --> 00:38:56,640 that and perhaps I'm thinking about it wrong, but this tracked 708 00:38:56,640 --> 00:39:01,160 biotech effectively is the some of the infrastructure that 709 00:39:01,160 --> 00:39:04,720 supports pumped out science and the streaming of these 710 00:39:04,720 --> 00:39:07,560 experiments. So this just launched, I think 711 00:39:07,560 --> 00:39:09,520 it has been endorsed by the the team. 712 00:39:10,160 --> 00:39:12,560 So I think this is going to be an interesting one to follow. 713 00:39:12,560 --> 00:39:13,760 Did you dig into this at all, Logan? 714 00:39:14,600 --> 00:39:18,600 Not not in depth. I saw you mention it yesterday. 715 00:39:18,960 --> 00:39:22,680 I think that's, you know, spot on and an interesting way to be 716 00:39:22,680 --> 00:39:25,160 able to go to sleep with your with your token is this is the 717 00:39:25,160 --> 00:39:27,200 picks and shovels type play, right? 718 00:39:27,560 --> 00:39:31,120 Or closely related to that, Mando mentioned that when we 719 00:39:31,120 --> 00:39:34,080 talked about Luna and virtuals from the very first conversation 720 00:39:34,080 --> 00:39:38,080 that more interested in virtuals rather than needing to pick the 721 00:39:38,280 --> 00:39:41,160 influencer that that comes from the the protocol. 722 00:39:41,280 --> 00:39:42,920 There's going to be winners that come from pump science. 723 00:39:42,920 --> 00:39:46,280 There's going to be winners that come from virtuals, Vivaifu, 724 00:39:46,280 --> 00:39:49,600 wherever, right. But if you want to, you know, 725 00:39:49,600 --> 00:39:54,080 maybe play a a more conservative route while still earning plenty 726 00:39:54,080 --> 00:39:57,320 of potential upside, yeah, something like this makes a 727 00:39:57,320 --> 00:39:59,840 whole lot of sense. Yeah, I'm with you. 728 00:39:59,840 --> 00:40:02,200 All right well, those are two of the a few of the things that 729 00:40:02,200 --> 00:40:03,560 jumped out to me about the meme sector. 730 00:40:03,560 --> 00:40:05,240 I think the other one is over on runes. 731 00:40:05,520 --> 00:40:07,560 So we saw let me pull up the tweet. 732 00:40:07,560 --> 00:40:10,880 So Magic Eden did launch rune swaps yesterday. 733 00:40:11,320 --> 00:40:15,160 Now you can input an amount of Bitcoin and you can directly 734 00:40:15,160 --> 00:40:17,960 purchase that amount of a runes or vice versa. 735 00:40:18,640 --> 00:40:21,760 So if you have 100 PUPS tokens you want to sell, you can get an 736 00:40:21,760 --> 00:40:25,560 instant quote for. Sorry, not not vice versa yet 737 00:40:26,760 --> 00:40:29,960 You, you can't go to runes to BTC just yet. 738 00:40:29,960 --> 00:40:32,520 That's the, that's the gradually rolling out. 739 00:40:33,200 --> 00:40:35,560 This was so confusing me but they they offer you quotes 740 00:40:35,560 --> 00:40:38,000 though, so I guess that that's why I thought it was live so you 741 00:40:38,000 --> 00:40:40,320 can still get a quote but I didn't try to execute. 742 00:40:40,320 --> 00:40:41,840 So maybe they're not executable quotes. 743 00:40:41,960 --> 00:40:44,400 So I guess OK that that part is still coming. 744 00:40:44,560 --> 00:40:47,120 But I have executed the Bitcoin to rune swap it. 745 00:40:47,120 --> 00:40:49,640 It is nice. It's better than just kind of 746 00:40:49,640 --> 00:40:52,800 like the NFT buying experience which runes was prior. 747 00:40:55,640 --> 00:41:01,000 I don't think this on its own is a huge impact factor just yet. 748 00:41:01,000 --> 00:41:04,080 I think rune to rune swap it's more interesting. 749 00:41:04,080 --> 00:41:07,760 But then someone in my reply said Saturn is rolling out AMM 750 00:41:07,760 --> 00:41:10,280 pools perhaps in the near future. 751 00:41:10,360 --> 00:41:12,200 I think that's where this starts to get more interesting because 752 00:41:12,200 --> 00:41:16,080 if we get some actual like woody pools tied to these runes. 753 00:41:16,760 --> 00:41:18,760 So no, that's improved at. All. 754 00:41:19,800 --> 00:41:22,160 I'm sorry, did volume improve at all? 755 00:41:23,240 --> 00:41:26,240 Dog clearly leading the way, 30 Bitcoin volume. 756 00:41:26,240 --> 00:41:30,720 But I mean look at the rest of this abysmal UPS with 400K 757 00:41:31,320 --> 00:41:35,120 volume yesterday. I think my gut read on the swaps 758 00:41:35,120 --> 00:41:38,000 is it's going to make it, well, I guess it's not enabled yet, 759 00:41:38,000 --> 00:41:40,240 but when it is enabled, it's going to make it easier to sell 760 00:41:40,240 --> 00:41:42,840 ruins. So I wouldn't be surprised if we 761 00:41:42,840 --> 00:41:47,920 actually do see a pullback in the short term, but perhaps the 762 00:41:47,920 --> 00:41:50,280 the broader market will be strong enough. 763 00:41:50,720 --> 00:41:54,160 You know, we'll we'll certainly see not a huge surprise to see a 764 00:41:54,160 --> 00:41:58,640 pullback with Bitcoin making at run and you know, some of these 765 00:41:58,640 --> 00:42:02,600 rooms having moved up a few multiples over the last week. 766 00:42:03,200 --> 00:42:05,480 But what's your read, Logan? Do you think you think we're 767 00:42:05,520 --> 00:42:07,400 going to see a pullback with swaps or the opposite? 768 00:42:07,960 --> 00:42:10,160 Yeah, that makes sense to me. I mean, it, it's been a 769 00:42:10,160 --> 00:42:12,600 frustrating experience I think for everybody on both the buy 770 00:42:12,600 --> 00:42:14,960 and the sell side. So when you're making, in 771 00:42:14,960 --> 00:42:18,280 particular, you're making the sell side potentially easier to 772 00:42:18,280 --> 00:42:21,800 start that, that, that definitely makes sense. 773 00:42:21,800 --> 00:42:24,480 Plus, and we had some questions about whether or not this 774 00:42:24,520 --> 00:42:28,960 ecosystem would thrive or sort of dwindle as Bitcoin rocketed 775 00:42:28,960 --> 00:42:30,480 up. And you know, Bitcoin has been 776 00:42:30,480 --> 00:42:34,720 steadily moving up for what 2 full weeks now, like almost 777 00:42:34,720 --> 00:42:38,640 30,000 U.S. dollar gain just in, in a single coin. 778 00:42:38,640 --> 00:42:42,640 So, you know, I'm still, I'm still want to be paying 779 00:42:42,640 --> 00:42:47,480 attention to this spot for sure. I, I don't have a whole lot of 780 00:42:47,480 --> 00:42:50,160 love for the board as is. I like pups. 781 00:42:50,160 --> 00:42:54,320 I like, I like billion dollar cat, Full disclosure, own pups, 782 00:42:54,320 --> 00:42:56,800 own RSIC and a small bag of memento Mori. 783 00:42:56,800 --> 00:42:59,320 It's all I have here. I still want to be paying 784 00:42:59,320 --> 00:43:04,840 attention, but I, I like, I, I don't, nothing's compelling me 785 00:43:04,840 --> 00:43:07,360 to like rush over there, make a purchase and maybe that's the 786 00:43:07,360 --> 00:43:09,200 signal that like I probably should, right? 787 00:43:09,200 --> 00:43:12,520 Because the attention is not there right now, but I want to 788 00:43:12,520 --> 00:43:14,400 pay attention. Not really doing any. 789 00:43:14,400 --> 00:43:15,800 I'm kind of sitting on my hands as is. 790 00:43:17,080 --> 00:43:19,600 Seems like a good time for people with long term mindsets 791 00:43:19,600 --> 00:43:22,640 to perhaps start looking over there and gradually do sing in. 792 00:43:23,360 --> 00:43:27,760 But I mean, for anyone who's day trading like Solana is seeing 793 00:43:27,760 --> 00:43:31,080 100 times the volume. So it's, it's kind of hard to to 794 00:43:31,080 --> 00:43:34,320 compare right now. We'll, we'll see if and when 795 00:43:34,320 --> 00:43:36,280 that changes. My gut rate is it's not really 796 00:43:36,280 --> 00:43:37,800 going to. We'll, we'll see more action 797 00:43:37,800 --> 00:43:42,080 here perhaps when the Solana Casino cools down a bit Yep, 798 00:43:42,120 --> 00:43:45,440 topic we had on yesterday, we predicted where were this X copy 799 00:43:45,440 --> 00:43:49,360 icons meant with art blocks come out came out right at 2 ETH. 800 00:43:49,680 --> 00:43:53,960 So, so Congrats to anyone who got a mint on this one. 801 00:43:53,960 --> 00:43:56,680 Just basically a free 2 ETH from the mint price. 802 00:43:57,120 --> 00:44:00,480 So a very solid return. We'll we will see how this one 803 00:44:00,480 --> 00:44:02,240 continues to age.