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00:00:00,560 --> 00:00:03,400
Oh, yo-yo, wait, wait, wait. 
I'm supposed to do song to them?

2
00:00:03,840 --> 00:00:06,000
God damn it. 
There you go. yo-yo, yo. 

3
00:00:06,000 --> 00:00:06,760
What up? 
What up? 

4
00:00:06,760 --> 00:00:10,760
Good morning. 
Good morning, MD. 

5
00:00:16,000 --> 00:00:22,440
No one knows. 
Thursday. 

6
00:00:24,080 --> 00:00:26,840
Thursday. 
This no January. 

7
00:00:26,840 --> 00:00:31,040
God damn dude. 
OK, this. 

8
00:00:31,080 --> 00:00:37,200
OK, there you go. 
Oh my God, what's going on 

9
00:00:37,200 --> 00:00:38,920
today? 
What day is it? 

10
00:00:39,040 --> 00:00:44,240
Thursday, February 2nd, 2025 
What's my thing now? 

11
00:00:44,320 --> 00:00:47,280
5555 I don't even have a thing 
anymore. 

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00:00:47,440 --> 00:00:50,240
J 2025 look at that another 
beautiful day to have a 

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00:00:50,240 --> 00:00:52,880
beautiful day. 
I got my one coast in the house 

14
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because the other one is not 
locked in. 

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Mando, good morning. 
How you doing today? 

16
00:00:58,720 --> 00:01:01,200
I'm locked in man, how are you? 
I know you're locked in. 

17
00:01:01,680 --> 00:01:03,920
I would think you left Portugal 
in these holidays. 

18
00:01:05,319 --> 00:01:07,480
No locked in. 
There you go. 

19
00:01:07,720 --> 00:01:09,920
There you go. 
Locked in, logged in. 

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00:01:10,320 --> 00:01:13,880
You absolutely love to see it. 
That's not the case for Tyler. 

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00:01:13,880 --> 00:01:16,240
Did it. 
Tyler is not doing it. 

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00:01:16,600 --> 00:01:19,120
OK, Tyler, I know you're going 
to listen back because I texted 

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00:01:19,120 --> 00:01:21,680
you that I'm calling you out on 
the show, but it's OK because we

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can't wait to have you back. 
I mean, this is your Super Bowl,

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00:01:23,680 --> 00:01:27,040
Tyler. 
This is like this guy should be 

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running laps. 
You know, I used to make fun of 

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00:01:29,040 --> 00:01:33,160
him three months ago. 
This motherfucker was like on 

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the AISBT Asian terminal, like 
20 million market cap, you know,

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shitting us fart coin on the dip
to like 20 mil. 

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So Oh my Lord. 
ANYWAYS, first show of the year,

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ladies and gents. 
First and foremost, a happy New 

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00:01:47,520 --> 00:01:51,280
year to everybody for myself, 
for Mando, from Tyler, from 

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00:01:51,280 --> 00:01:54,200
Sam's, from Bernie the foam, our
crew, from the rock radio crew, 

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00:01:54,200 --> 00:01:57,400
from all the teams over here at 
Dustin Myriad, etcetera. 

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We are very excited to to enter 
this new year. 

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I mean Mando, wow well, how many
years have you been hosting this

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00:02:02,360 --> 00:02:06,800
for together 2029212222 when Ray
Reedy launched, you launched 

38
00:02:06,800 --> 00:02:11,480
your show smoking jackets. 
So we've been we've been at 

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00:02:11,480 --> 00:02:15,160
this. 
We've been at 2022-2023, 2024 

40
00:02:15,160 --> 00:02:20,920
and now on to for a fourth year,
444 fourth year of of hosting a 

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00:02:20,920 --> 00:02:22,800
morning show. 
Look at that the best morning 

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show in the game, mind you. 
And let me tell you all this 

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00:02:25,560 --> 00:02:28,520
year is going to get crazy for 
sure. 

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But anyways, today on the show 
today, listen, we'll keep it. 

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00:02:32,160 --> 00:02:34,280
We'll keep it simple. 
We'll probably keep it short as 

46
00:02:34,280 --> 00:02:35,360
well. 
Unless, I mean, I don't know, 

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00:02:35,360 --> 00:02:37,320
friends decide to join me, go 
off for another two hours. 

48
00:02:37,320 --> 00:02:41,000
But I got work today. 
Sorry, like December 31st. 

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00:02:41,360 --> 00:02:43,360
Where or where? 
Where, where I can. 

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00:02:43,360 --> 00:02:45,200
This is just this rainfall for 
hours. 

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But the last show of the year 
was incredible. 

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It's been posted by myself by 
Mendo on all things AI and looks

53
00:02:51,360 --> 00:02:53,200
like we were right. 
I mean, the market cap of these 

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things, you know, went 
absolutely crazy post show. 

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We're doing the show, but we'll 
talk about that anyways. 

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So we'll go through the market, 
we'll go through, we'll go 

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through through through topics 
of the day. 

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00:03:02,360 --> 00:03:04,040
There's quite a few things to 
cover actually. 

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00:03:05,000 --> 00:03:08,040
And then wow, wow, the market 
cap since that shows $3 billion 

60
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off Nice. 
And then last but not least, 

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we'll do a little bit loot box 
spin and pick up lucky winner. 

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So we don't have the the whole 
spinning thingy thingy thingy 

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yet. 
We'll just pick someone from the

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audience again because, you 
know, because Sims, Sims is not 

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there, still not there. 
You know, I was really nice. 

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He asked me for a couple extra 
days off and I said yes. 

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But maybe I, I'm, I'm starting 
to regret that. 

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Sorry to regret that. 
I'm taking notes for next year 

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anyway, anyways, make sure we 
tweet the rule. 

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00:03:36,600 --> 00:03:38,920
Make sure you follow for Mendo 
and I and that's going to be the

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00:03:38,920 --> 00:03:40,880
requirements for, for winning 
today. 

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00:03:40,880 --> 00:03:42,760
So if you want to win today, 
make sure we tweet Twitter 

73
00:03:42,760 --> 00:03:45,600
spaces. 
Make sure you, you, you, you 

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00:03:45,600 --> 00:03:47,640
retweet, you follow us and then 
we'll let you in. 

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00:03:47,640 --> 00:03:52,000
But anyways, Mendo, Mendo, Mendo
Mendo first one of 2025. 

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It's, it's poetic. 
It's only it, it makes sense 

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that we're starting it together.
My, my, my Twitter Spaces, wife,

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husband, second-half better 
half. 

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Let's talk to you. 
Can you? 

80
00:04:07,480 --> 00:04:14,520
Take it. 
Yeah. 

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GM, everyone, can you hear me? 
OK. 

82
00:04:16,040 --> 00:04:17,480
Is my mic OK? 
I hear you. 

83
00:04:17,519 --> 00:04:19,360
I mean, I don't think you're 
coming out of your mic, coming 

84
00:04:19,360 --> 00:04:20,399
out of your headphones. 
I'm not coming out. 

85
00:04:20,480 --> 00:04:22,320
Yeah, I think you're going to be
coming right now. 

86
00:04:22,480 --> 00:04:27,320
You're fine. 
Mark is looking OK. 

87
00:04:27,920 --> 00:04:30,280
No, we came back relatively 
strongly. 

88
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It feels like and I think again 
without being beating this 

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narrative too much is because of
this AI stuff that people are 

90
00:04:42,360 --> 00:04:45,680
thinking that this could be 
another leg up next leg up for 

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for crypto here. 
We saw Bitcoin kind of go back 

92
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towards 97 K 96 1/2. 
Now Solana was the real real 

93
00:04:55,080 --> 00:04:57,880
mover, right. 
Solana was trading in at 1. 

94
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Where did it hit that low like 
170 area? 

95
00:05:00,000 --> 00:05:04,000
It hit one 6169. 
I think it hit, I'll share that 

96
00:05:04,120 --> 00:05:09,720
both of them June 6 now. 
And so importantly, yeah, like 

97
00:05:09,720 --> 00:05:14,000
it it was some of like the 
really long term moving averages

98
00:05:14,000 --> 00:05:17,320
were looking a little bit 
dangerous there and then ripped 

99
00:05:17,320 --> 00:05:20,520
right back up. 
I think mainly because it's had 

100
00:05:20,760 --> 00:05:24,240
such a strong narrative here 
with AI and alongside Bass, it 

101
00:05:24,240 --> 00:05:26,680
feels like it's going to be 
leading that whole play. 

102
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So that's been very, very 
strong. 

103
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I still, like I said on this 
show on the last day of the 

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year, I I really like Solana 
here again as one of the majors.

105
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I think it got beaten bad 
because of these unlocks, but I 

106
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really do think it's in a good 
position right now. 

107
00:05:44,680 --> 00:05:47,720
So, so long being the our 
performance in general, people 

108
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getting more bullish about 
crypto. 

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The mind share of AI agents is 
like 60%. 

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Like AI is just like dominating 
all of the crypto mind share. 

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This figure which was at, you 
know, 11 or 12 billion on 

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Monday. 
It was 14.24 billion when you 

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and I did that show on the 31st.
Right. 

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So we're basically adding like 
one or two billion a day at the 

115
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moment. 
It it, it obviously stuff is 

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looking vertical right now. 
And I'll be very. 

117
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And what we saw today was a few 
like finance listings, a little 

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bit of, you know, just like, OK,
finance features listings. 

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00:06:26,400 --> 00:06:29,360
This may take a little bit more 
time that sort of stuff to to 

120
00:06:29,360 --> 00:06:31,600
like fully rally. 
But I do think that this is 

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going to continue to be the, the
strongest narrative at the 

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00:06:35,040 --> 00:06:36,440
moment. 
So that's been that's been kind 

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of dominating in terms of macro 
stocks had a Goodyear like on 

124
00:06:41,520 --> 00:06:45,280
the back of the back-to-back 
gains over the last few years 

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00:06:45,280 --> 00:06:49,880
has been the best since 1998. 
So that was near when you were 

126
00:06:49,880 --> 00:06:54,480
born for? 
Literally I was two years old. 

127
00:06:54,480 --> 00:06:58,440
You said 1986. 
Right, well, 99890. 

128
00:06:58,440 --> 00:06:59,960
Eight. 
Oh yeah, sorry, I was 40. 

129
00:07:00,000 --> 00:07:04,480
They're blue, you know, 1998. 
Big year, big year. 

130
00:07:05,000 --> 00:07:08,440
So very Goodyear for macro 
really in general. 

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We've started the year OK ish. 
I think the main thing here will

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00:07:15,480 --> 00:07:21,040
be the jobs figure, which is 
coming out next week on Friday. 

133
00:07:21,080 --> 00:07:25,640
Oh, my stocks have started up 
marginally higher bond yields. 

134
00:07:25,960 --> 00:07:29,240
The 10 years hanging out like 
4/4 and 1/2 percent, which is 

135
00:07:29,240 --> 00:07:31,160
kind of the important thing 
there. 

136
00:07:31,400 --> 00:07:35,800
I think that like the the story,
as we've already said from macro

137
00:07:35,800 --> 00:07:37,920
here is like, will Trump lead to
inflation? 

138
00:07:38,240 --> 00:07:43,200
Will he lead to tariffs? 
And, and like any potential 

139
00:07:43,200 --> 00:07:46,440
fight around that I, which I 
think is it's like actually a 

140
00:07:46,440 --> 00:07:48,920
credible thing to be worried 
about. 

141
00:07:48,920 --> 00:07:52,280
Like you did lead to tariffs 
last time, but maybe it's 

142
00:07:52,280 --> 00:07:54,720
overblown at this stage. 
But that's, that's why I think 

143
00:07:54,720 --> 00:07:56,800
the whole market's taking bit of
a pause about whether it should 

144
00:07:56,800 --> 00:08:00,360
RIP higher or not. 
Crypto, on the other hand, you 

145
00:08:00,360 --> 00:08:01,760
know, it's found a new narrative
here. 

146
00:08:01,760 --> 00:08:05,320
I really do think that it's 
found another narrative, which 

147
00:08:05,360 --> 00:08:08,520
if meme coins were the one that 
sustained a lot of the activity 

148
00:08:08,520 --> 00:08:12,000
in 2023, I think a lot of people
will be looking to this to be 

149
00:08:12,000 --> 00:08:14,760
one of the main narratives that 
like sustains interest, sustains

150
00:08:14,760 --> 00:08:22,200
trading in in 2025. 
So that's what we've seen 

151
00:08:22,320 --> 00:08:23,920
already. 
It feels like a lot of people 

152
00:08:23,920 --> 00:08:27,480
are coming back looking at this 
stuff first thing and and kind 

153
00:08:27,480 --> 00:08:33,360
of piling in. 
I know all I get asked for is 

154
00:08:33,360 --> 00:08:35,919
tickets all the time, which is 
just kind of funny. 

155
00:08:35,960 --> 00:08:40,679
Like I felt like we had that two
months ago around all these 

156
00:08:40,679 --> 00:08:43,400
memes. 
To be fair, we had that for like

157
00:08:44,600 --> 00:08:48,080
months with these memes, right? 
And then now suddenly it feels 

158
00:08:48,080 --> 00:08:52,000
like it's happening again with 
with these AI coins. 

159
00:08:52,000 --> 00:08:56,360
So very, very, very, very high 
interest in anything that can go

160
00:08:56,360 --> 00:09:01,360
up, go up higher in terms of 
like the specific stories from 

161
00:09:01,360 --> 00:09:05,360
today. 
I, I guess the main thing has 

162
00:09:05,360 --> 00:09:08,760
been that a, a number of these 
different coins were listed for 

163
00:09:08,760 --> 00:09:12,160
Futures Trading on Binance. 
This is not really a surprise 

164
00:09:12,360 --> 00:09:16,320
that they were, they were, they 
were kind of already on the 

165
00:09:16,320 --> 00:09:21,080
alpha program, but you had 
Griffane, you had AI16Z and you 

166
00:09:21,080 --> 00:09:26,400
had and you had zero bro all 
added to Binance futures today. 

167
00:09:26,400 --> 00:09:30,840
It's been a mixed bag of of 
performance after that, if I'm 

168
00:09:30,840 --> 00:09:33,320
honest. 
Obviously Goat and Fartcoin had 

169
00:09:33,320 --> 00:09:36,080
pretty bad performance directly 
afterwards. 

170
00:09:36,800 --> 00:09:42,640
AIXPT and virtuals didn't. 
They were actually OK, albeit 

171
00:09:42,640 --> 00:09:45,040
they were AIXPT was at a much 
lower market cap. 

172
00:09:45,040 --> 00:09:49,640
And yeah, let's, let's kind of 
see what happens here. 

173
00:09:49,640 --> 00:09:52,720
But I think there'll be a lot of
focus on, yeah, like is this a, 

174
00:09:53,920 --> 00:09:57,200
is this going to be the same 
like 40 to 50% retracement that 

175
00:09:57,200 --> 00:10:01,640
we generally get in finance 
futures listing for AI16C? 

176
00:10:01,640 --> 00:10:05,200
In which case I think it could 
reprice a lot of the coins, but 

177
00:10:05,560 --> 00:10:08,440
because a lot of them are 
basically similar propositions 

178
00:10:08,440 --> 00:10:15,360
to AI16C to a certain extent. 
And so AI16CS kind of dipped to 

179
00:10:15,360 --> 00:10:19,080
around 2 billion. 
It was trading at, sorry, $2.00.

180
00:10:19,280 --> 00:10:22,480
It was trading a decent amount 
hard on that just before the 

181
00:10:22,480 --> 00:10:27,560
news came out. 
It feels like Virtual's is still

182
00:10:27,560 --> 00:10:30,040
hanging out around 4 1/2 to 5 
billion. 

183
00:10:30,240 --> 00:10:35,440
So and you saw far coin actually
be the biggest gain of far coin 

184
00:10:35,440 --> 00:10:38,880
now in the top 100 points. 
Another mean point, enter the 

185
00:10:38,880 --> 00:10:42,880
top 100. 
FAR coin here hit 1.4 billion 

186
00:10:42,880 --> 00:10:46,360
earlier today. 
That was wild. 

187
00:10:46,560 --> 00:10:50,080
Coin that had gone, you know, 
like you look at that chart, 

188
00:10:50,280 --> 00:10:53,640
it's gone sideways for a little 
bit and then and then just kind 

189
00:10:53,640 --> 00:10:58,200
of broke out. 
This is kind of why I have now 

190
00:10:58,200 --> 00:11:01,520
become a believer in kind of 
owning a bit of many things 

191
00:11:01,520 --> 00:11:05,120
rather than just like being one.
I think. 

192
00:11:05,200 --> 00:11:08,400
I think, you know, you could 
have been in just AI16Z today 

193
00:11:08,400 --> 00:11:13,800
and been like annoyed or you 
could be in GOAT and Farquine, 

194
00:11:13,800 --> 00:11:17,320
which are in better days. 
I think having a mixed bag is 

195
00:11:17,400 --> 00:11:20,680
probably not a bad shout here, 
which is kind of not how I 

196
00:11:20,680 --> 00:11:24,080
normally trade at all, but it 
feels as though it's probably 

197
00:11:24,080 --> 00:11:29,000
the best given the situation 
just because it's so uncertain 

198
00:11:29,000 --> 00:11:31,080
What is your like? 
In fact, I don't think there's a

199
00:11:31,080 --> 00:11:33,000
crypto puncture or a Pepe or 
something like that this time. 

200
00:11:33,000 --> 00:11:40,880
I think it's like potentials and
I think having smaller ones and 

201
00:11:40,880 --> 00:11:43,880
seeing how they run across a 
range of them is probably best. 

202
00:11:43,880 --> 00:11:47,280
So it's I think there's 
something to be said about like 

203
00:11:47,520 --> 00:11:50,920
also owning coins which aren't 
on the Binance futures list, you

204
00:11:50,920 --> 00:11:53,440
know, or like are not yet 
listed. 

205
00:11:53,440 --> 00:11:57,000
So a few of those smaller cap 
coins have done better over this

206
00:11:57,000 --> 00:12:03,760
period, at least in the means 
that is you had, I mean you had 

207
00:12:03,760 --> 00:12:07,120
like four or five different 
coins hit all time highs in like

208
00:12:07,120 --> 00:12:11,760
the mid caps, the like wifu or 
the Baifu, wherever you want to 

209
00:12:11,800 --> 00:12:17,480
pronounce it that one. 
Cookie cookie itself bro, the 

210
00:12:17,480 --> 00:12:20,880
the one tool that we keep 
talking about or I was looking 

211
00:12:20,880 --> 00:12:22,400
at that yesterday. 
It was crazy. 

212
00:12:22,480 --> 00:12:23,520
This is how you know you're in a
bowl. 

213
00:12:24,040 --> 00:12:25,480
Yes, I was looking at it and 
fully diluted. 

214
00:12:25,480 --> 00:12:28,360
It was 50 mil and I was like, 
oh, I'll just buy the dip. 

215
00:12:28,440 --> 00:12:31,560
Woke up it's at 100 and it was 
already up like 3X on the day it

216
00:12:31,560 --> 00:12:33,960
was at It was already up 100% 
when I looked at it yesterday 

217
00:12:34,880 --> 00:12:36,600
and I was like I'll wait for 
tomorrow. 

218
00:12:36,880 --> 00:12:38,960
I waited. 
Tomorrow it's up another 100%. 

219
00:12:40,720 --> 00:12:42,880
I think that is that is the 
market we've been in. 

220
00:12:43,320 --> 00:12:48,040
I I would say that the funding 
rates on a lot of these like if 

221
00:12:48,040 --> 00:12:52,360
you go into hyper liquid, can 
you? 

222
00:12:52,920 --> 00:12:55,960
Check can you check the funding 
rate on on these coins on on 

223
00:12:55,960 --> 00:12:58,040
hype? 
Yeah, if you if you, if you 

224
00:12:58,040 --> 00:13:01,760
press a drop down, No, yeah, 
there and go to perps. 

225
00:13:02,760 --> 00:13:03,160
OK. 
And. 

226
00:13:03,840 --> 00:13:11,520
Then you sort by pay our funding
down, down, down. 

227
00:13:12,680 --> 00:13:14,320
No, I see. 
You see how like one of the 

228
00:13:14,320 --> 00:13:15,680
columns is called 8 hour 
funding. 

229
00:13:16,440 --> 00:13:19,360
AI No. 
No, one of the columns is called

230
00:13:19,400 --> 00:13:22,280
8 hour funding. 
Like the columns down you see? 

231
00:13:22,760 --> 00:13:27,240
Yeah, there's see it's a symbol,
last price, 24 hour change. 

232
00:13:28,320 --> 00:13:29,440
Yeah, Yeah, yeah, yeah. 
OK. 

233
00:13:30,840 --> 00:13:31,400
Yeah. 
Sort by. 

234
00:13:32,240 --> 00:13:33,320
Sort the other way. 
Sort the. 

235
00:13:33,360 --> 00:13:34,480
Other way. 
OK, there you go. 

236
00:13:35,840 --> 00:13:36,440
Right. 
Now. 

237
00:13:36,800 --> 00:13:37,640
In time. 
Here you go. 

238
00:13:37,640 --> 00:13:39,280
Let me zoom in for people. 
There we go. 

239
00:13:39,280 --> 00:13:42,040
OK, we are here. 
So click on Far Coin, for 

240
00:13:42,040 --> 00:13:46,200
example. 
Yeah, click on it. 

241
00:13:47,040 --> 00:13:49,280
And then you hover over its 
funding rate. 

242
00:13:50,280 --> 00:13:52,720
Can you do that? 
Yeah, hover over that funding 

243
00:13:52,720 --> 00:13:54,680
rate in the top right. 
In the top right, there's a 

244
00:13:54,680 --> 00:13:56,760
naughty point. 
Naughty 2. 15 I see, I see. 

245
00:13:56,800 --> 00:14:00,200
Yeah. 
So it's a 200% almost annualized

246
00:14:00,200 --> 00:14:04,000
to be long far coin right now. 
Like there's a lot of this, I 

247
00:14:04,000 --> 00:14:09,320
would say is that like the coins
which actually have particularly

248
00:14:09,320 --> 00:14:12,520
some of the lower caps which 
have funding, they are getting 

249
00:14:12,520 --> 00:14:19,200
like absolutely insane levels on
funding, which is why we had 

250
00:14:19,200 --> 00:14:23,360
this like when you have drops at
the moment, the drop is like 

251
00:14:23,440 --> 00:14:28,320
4050%. 
It's not like, oh, you know, 5% 

252
00:14:28,480 --> 00:14:33,120
so and that was the same this 
morning for AI16Z, which 

253
00:14:33,120 --> 00:14:37,920
probably dropped 2030%. 
You had, it was the same for 

254
00:14:37,920 --> 00:14:40,200
AIXPT, which is actually not 
having a great day. 

255
00:14:40,200 --> 00:14:45,480
That's down 2020% it looks like.
It was all time all week though,

256
00:14:45,880 --> 00:14:49,600
yeah. 00 bro, it was the same. 
So like you're basically seeing 

257
00:14:49,600 --> 00:14:52,520
this like a bunch of these just 
had a bit of a like a leverage 

258
00:14:52,520 --> 00:14:57,160
reset, which is not terrible, 
not terrible, but like be aware 

259
00:14:57,160 --> 00:14:59,840
of that. 
Like if you are, if you're one 

260
00:14:59,840 --> 00:15:03,400
of these people that goes, I 
think this is interesting or I 

261
00:15:03,400 --> 00:15:05,920
think I can make money on this 
to get the interesting bit. 

262
00:15:06,760 --> 00:15:11,440
And but I don't know if now's 
the time to buy, pay attention 

263
00:15:11,440 --> 00:15:13,840
to the funding rates because 
like there'll be some of these 

264
00:15:13,840 --> 00:15:16,120
coins like fart coin right now 
you have to like, oh, you know, 

265
00:15:16,160 --> 00:15:19,880
I can't, I can't stand it if 
fart coin goes up another 10% 

266
00:15:19,880 --> 00:15:22,360
because like I saw it at like 
100 million. 

267
00:15:23,600 --> 00:15:26,920
The funding right now be long. 
Fart coin is 200% a year, which 

268
00:15:26,920 --> 00:15:30,440
tells you one day if it's not 
today, tomorrow or the next day,

269
00:15:30,480 --> 00:15:32,280
it will drop 30 to 40. 
Yeah. 

270
00:15:32,320 --> 00:15:34,160
But what you have? 
Well, you buy it is the 

271
00:15:34,160 --> 00:15:35,760
question, right? 
Like you remember you. 

272
00:15:36,000 --> 00:15:38,600
You are increasing. 
This like on Boxing Day 26? 

273
00:15:38,600 --> 00:15:43,000
You're like I'll nibble, but 
yeah I'm I'm willing to bet 

274
00:15:43,000 --> 00:15:45,360
nobody else did like maybe five 
people. 

275
00:15:45,360 --> 00:15:46,840
I'd only one person about the 
Farquin dip. 

276
00:15:46,840 --> 00:15:49,120
I couldn't even buy it because I
was already all in so I didn't 

277
00:15:49,120 --> 00:15:51,280
never sold in the 1st place but 
like. 

278
00:15:52,040 --> 00:15:53,120
Well, you buy what I'm saying 
though. 

279
00:15:53,520 --> 00:15:56,160
Yeah. 
And even if you're long, this is

280
00:15:56,160 --> 00:15:57,640
actually another interesting 
point. 

281
00:15:57,640 --> 00:16:01,240
OK, if you're long some of these
and you're like, you know, I'm 

282
00:16:01,240 --> 00:16:02,280
scared. 
I don't want to sell them. 

283
00:16:02,880 --> 00:16:05,800
You know, you can, you could 
short a little bit like for let 

284
00:16:06,040 --> 00:16:09,560
me just piss you if I said right
now, like right now you could, 

285
00:16:09,560 --> 00:16:13,160
you could short far coin 3X, 
let's say. 

286
00:16:13,160 --> 00:16:14,920
So it'd have to go up to like 
over 2. 

287
00:16:14,920 --> 00:16:19,360
Dollars mute special. 
And you'd make 200% a year and 

288
00:16:19,360 --> 00:16:21,840
you can sit down and just be 
like, you know, on the days 

289
00:16:21,840 --> 00:16:24,280
where I feel it's a bit frothy 
or it's up 50%, I don't want to 

290
00:16:24,280 --> 00:16:26,720
sell some, but I, I do want to 
like block into profits. 

291
00:16:27,160 --> 00:16:31,480
You could like sell, you could 
short 10% of your back, 20% of 

292
00:16:31,480 --> 00:16:33,080
your back. 
And then you feel as though like

293
00:16:33,200 --> 00:16:36,920
you're always taking profits. 
And if if not, then it goes 

294
00:16:36,920 --> 00:16:38,440
higher and you're still you're 
still up. 

295
00:16:38,440 --> 00:16:40,840
So like, I think it's an 
interesting trade either way. 

296
00:16:40,840 --> 00:16:43,960
When it's the, the funding rates
start to go this high because if

297
00:16:43,960 --> 00:16:46,440
you're not in not involved, 
these will have huge Wicks 

298
00:16:46,440 --> 00:16:49,520
lower. 
And if you are involved, pay 

299
00:16:49,520 --> 00:16:51,480
attention to the funding anyway,
because like, even if you're 

300
00:16:51,480 --> 00:16:56,040
like, you know, I don't want to 
sell this thing, sometimes a 

301
00:16:56,040 --> 00:16:58,320
really good strategy is just to 
sit there and go like, OK, well,

302
00:16:58,320 --> 00:17:02,320
I'll just show a little bit 
because then, you know, I'm not 

303
00:17:02,320 --> 00:17:05,200
going to. 
I can't really lose money, which

304
00:17:05,240 --> 00:17:07,079
I think is kind of a fairway of 
doing it. 

305
00:17:07,560 --> 00:17:11,160
So I think that's what we're 
really seeing right now is that 

306
00:17:11,160 --> 00:17:14,079
Futures Trading, in my opinion, 
is taking a bit more of a 

307
00:17:15,520 --> 00:17:18,480
important role. 
I would say now that Binance has

308
00:17:18,480 --> 00:17:20,720
got the moral list of the 
futures, remember not one 

309
00:17:20,720 --> 00:17:25,000
single, not one single tier one 
exchange has listed any of these

310
00:17:25,000 --> 00:17:28,319
coins for small nothing. 
Nothing, do you think? 

311
00:17:28,319 --> 00:17:29,160
Coins, Yeah. 
What? 

312
00:17:29,640 --> 00:17:31,000
What are you? 
Waiting on. 

313
00:17:31,880 --> 00:17:35,360
Not not go, not far coin. 
None of them have been listed, 

314
00:17:35,360 --> 00:17:38,320
so all the highest coins have 
only been listed for futures. 

315
00:17:39,320 --> 00:17:47,000
I, I, I I suspect that Go and 
virtuals will be very soon for 

316
00:17:47,000 --> 00:17:49,760
like they've been on. 
Purpose the longest right like 

317
00:17:50,440 --> 00:17:52,840
it look they've. 
Been on purpose, yeah, they've 

318
00:17:52,840 --> 00:17:55,800
been on purchase for months now 
and and I think they both have 

319
00:17:56,160 --> 00:17:59,400
enough there that people will be
like OK, purchase is at 5 

320
00:17:59,400 --> 00:18:02,800
billion like we should probably 
list this and and even though 

321
00:18:02,800 --> 00:18:06,720
it's not been like the most 
active for for perps, but and I 

322
00:18:06,720 --> 00:18:09,960
think that'll be the same for 
for, for go as well. 

323
00:18:09,960 --> 00:18:13,160
So I think the next thing would 
really to be who's going to 

324
00:18:13,160 --> 00:18:15,640
start listing these for spot and
it I just think I just don't 

325
00:18:15,640 --> 00:18:17,840
understand why they don't list 
it for spot. 

326
00:18:17,840 --> 00:18:21,200
Like it's so crazy to me. 
It's just so scammy just to 

327
00:18:21,200 --> 00:18:24,600
like, right, we're just going to
list these guys for perps. 

328
00:18:24,600 --> 00:18:26,600
We're going to make a ton of 
money out of you guys either on 

329
00:18:26,600 --> 00:18:31,040
funding or liquidations and. 
I know why I think. 

330
00:18:31,040 --> 00:18:34,280
I think that these exchanges 
understand cycles better than we

331
00:18:34,280 --> 00:18:36,280
do. 
And I think they may wait for 

332
00:18:36,280 --> 00:18:39,240
the right time honestly, because
what if, what if that already 

333
00:18:39,240 --> 00:18:42,560
listed them for for for spot. 
Look at Peanut got listed for 

334
00:18:42,560 --> 00:18:46,800
his spot went to what, 2 1/2 
billion and has been, it's been 

335
00:18:46,800 --> 00:18:47,760
tough. 
It's been a tough try. 

336
00:18:47,760 --> 00:18:49,720
I remember you, you did very 
well in the short right. 

337
00:18:51,040 --> 00:18:53,760
You think that's why maybe 
they're waiting for that right 

338
00:18:53,760 --> 00:18:56,160
time because these exchanges 
have been around longer than us,

339
00:18:56,160 --> 00:18:57,280
right? 
They have data that we don't 

340
00:18:57,280 --> 00:19:01,080
have. 
So then, so then let's go, you 

341
00:19:01,080 --> 00:19:02,760
know what I mean? 
Like they just start listing 

342
00:19:02,760 --> 00:19:07,320
these in my opinion. 
Please put my boys bags God damn

343
00:19:07,320 --> 00:19:08,680
it you. 
Know you can't just sit, you 

344
00:19:08,720 --> 00:19:11,320
can't just sit there and be 
like, yeah, we really support 

345
00:19:11,320 --> 00:19:13,600
all these like this sector and 
think it's going to be the 

346
00:19:13,600 --> 00:19:15,280
future, and then we're just 
going to list you for perps 

347
00:19:15,280 --> 00:19:17,600
OF300X leverage. 
It's like trying to dive in more

348
00:19:17,600 --> 00:19:20,240
money, let's be honest. 
I mean, work's over there, bro. 

349
00:19:20,440 --> 00:19:22,680
Oh, that's crime. 
Everyone knows. 

350
00:19:22,800 --> 00:19:25,760
Everyone knows what's going on. 
Yeah, I guess you might want to 

351
00:19:25,760 --> 00:19:27,280
list them on a bad day or 
something like that. 

352
00:19:27,280 --> 00:19:30,120
Like, I get that, but at the 
moment you're still listing any 

353
00:19:30,120 --> 00:19:32,800
of them. 
So I think what we will see 

354
00:19:32,840 --> 00:19:38,360
though is either Coinbase takes 
the first step here or finance 

355
00:19:38,360 --> 00:19:40,280
gets more aggressive. 
Finance is obviously getting 

356
00:19:40,280 --> 00:19:44,840
aggressive with futures. 
We'll see if Coinbase Coins has 

357
00:19:44,840 --> 00:19:46,840
futures as well. 
So maybe it does that as as 

358
00:19:46,840 --> 00:19:48,320
well. 
But it would be interesting to 

359
00:19:48,320 --> 00:19:52,080
see if it lists like virtuals, 
in particular I think Coinbase 

360
00:19:52,080 --> 00:19:53,880
tends. 
To run the Binance playbook. 

361
00:19:53,880 --> 00:19:56,800
Hey, I noticed that they tend to
not really run it like like 

362
00:19:56,800 --> 00:19:58,080
Nance. 
They don't really do the whole 

363
00:19:58,080 --> 00:20:01,360
like perps crime and stuff like 
that it seems or do they? 

364
00:20:02,200 --> 00:20:06,080
Coinbase has not traditionally 
has not been that big a perps 

365
00:20:06,400 --> 00:20:08,200
exchange. 
They don't really have. 

366
00:20:08,200 --> 00:20:10,960
They've never really had perps 
in the in the US, right? 

367
00:20:11,920 --> 00:20:13,400
At least not for a ton of 
products. 

368
00:20:13,480 --> 00:20:14,960
I'm not sure if they haven't. 
Proven. 

369
00:20:14,960 --> 00:20:16,720
I don't know you want to say 
perps on Coinbase. 

370
00:20:16,760 --> 00:20:18,840
I don't mean that as a as a 
stab, I'm just saying like no. 

371
00:20:19,160 --> 00:20:20,560
They're Australians that all 
treat. 

372
00:20:20,560 --> 00:20:22,480
Someone else? 
So you curious, it's not 

373
00:20:22,480 --> 00:20:25,360
something that I think 
regulatory they have issues, but

374
00:20:25,400 --> 00:20:29,000
like actually you'll notice this
that a lot of perp platforms 

375
00:20:29,000 --> 00:20:31,680
aren't available in the US or in
Europe and that's because 

376
00:20:31,680 --> 00:20:34,120
there's there's a bunch of like 
added regulation around that. 

377
00:20:34,480 --> 00:20:37,520
So like Buybit is not available 
in lots of Europe. 

378
00:20:37,520 --> 00:20:41,440
So is so is neither is OKX for 
perp. 

379
00:20:41,440 --> 00:20:44,360
So often if you can only trade 
spot in some of these places. 

380
00:20:44,360 --> 00:20:49,520
So, yeah, but the, whereas 
Binance, yeah, Binance just gets

381
00:20:49,520 --> 00:20:53,040
it done. 
So finance is, is easily the 

382
00:20:53,040 --> 00:20:55,600
biggest for, for perps. 
So they're, they, they, they 

383
00:20:55,600 --> 00:20:58,160
come in and, and do a decent 
amount of their volume there. 

384
00:20:58,160 --> 00:21:00,440
And that's where they're focused
for the listings very clearly as

385
00:21:00,440 --> 00:21:03,240
well, even though they're, 
they're behemoth for spot 2. 

386
00:21:03,240 --> 00:21:05,440
But I think what we see here is 
probably a bit of a 

387
00:21:05,440 --> 00:21:09,400
consolidation. 
I, I, I don't want to say we're 

388
00:21:09,400 --> 00:21:11,240
going lower because I really 
don't think we're going lower. 

389
00:21:11,480 --> 00:21:14,280
And I think it'd be, it'd be 
wrong to sit there and think, 

390
00:21:14,280 --> 00:21:16,480
hey, this stuff's all going to 
drop 50% and I have some 

391
00:21:16,480 --> 00:21:18,240
incredible entry. 
I don't think that's what's 

392
00:21:18,240 --> 00:21:22,160
going to happen here. 
I think you've got to be very, 

393
00:21:22,160 --> 00:21:26,680
very vigilant on the days where 
it's bad and you see like a 

394
00:21:26,680 --> 00:21:30,240
dunking on the timeline. 
Like I wrote down to myself on a

395
00:21:30,240 --> 00:21:35,480
notepad by AI16Z, like just buy 
it. 

396
00:21:35,480 --> 00:21:38,800
Like whatever happens here when 
it goes lower, just make sure 

397
00:21:38,800 --> 00:21:40,200
you're buying it. 
I think you should have those 

398
00:21:40,200 --> 00:21:43,120
coins where you like. 
I made my mental note this 

399
00:21:43,120 --> 00:21:45,000
morning. 
I I made literally I woke up 

400
00:21:45,000 --> 00:21:47,560
this morning and I was like, 
you're going to buy all these 

401
00:21:47,560 --> 00:21:49,720
perps listed tokens as soon as 
they dip. 

402
00:21:50,240 --> 00:21:53,080
I I same as you, all of them AI 
60. 

403
00:21:53,080 --> 00:21:54,360
I don't care what I think of 
them. 

404
00:21:54,720 --> 00:22:00,920
AI 16 zero bro Griffin and 
what's your 4th 1:00 AI0 bro 

405
00:22:00,920 --> 00:22:02,880
Griffin There was a fourth one 
that was listed I. 

406
00:22:03,880 --> 00:22:05,160
Think that was it? 
That was. 

407
00:22:05,640 --> 00:22:08,040
Yeah, what was that? 
It was ARC, but it's not listed.

408
00:22:08,040 --> 00:22:11,920
But I I told myself like every 
single one of them I am going to

409
00:22:11,920 --> 00:22:15,160
buy on the next dip. 
All of them I don't care because

410
00:22:15,160 --> 00:22:18,400
if two or three stick of money. 
Look at well for example today 

411
00:22:18,680 --> 00:22:21,480
for AIXPTS down a decent amount,
no. 

412
00:22:21,680 --> 00:22:22,960
One sorry, you can look at that 
and be. 

413
00:22:23,280 --> 00:22:25,520
You can look at that one and go 
like, hey, maybe, maybe today's 

414
00:22:25,520 --> 00:22:27,080
the day. 
There will be a day Robin 

415
00:22:27,080 --> 00:22:28,560
Dunstan. 
Oh, this thing's zero. 

416
00:22:28,560 --> 00:22:32,000
And then I reckon AIXPT will 
probably come back and go to a 

417
00:22:32,000 --> 00:22:35,840
Billy's and and we'll all be 
like, oh, but did you buy that 

418
00:22:35,840 --> 00:22:37,600
day? 
This has been the first couple 

419
00:22:37,600 --> 00:22:39,800
of down days for that token for 
a long, long time. 

420
00:22:40,200 --> 00:22:42,440
I don't, I don't really have. 
I have like a small perp 

421
00:22:42,440 --> 00:22:47,480
position now in AXPT just 
because it was down so much and 

422
00:22:47,480 --> 00:22:49,800
I was like, OK, you know, you 
should buy them. 

423
00:22:50,640 --> 00:22:54,640
But I think that's this is this 
is the other thing I guess we've

424
00:22:54,640 --> 00:22:56,360
spoken about a few times. 
Just sort of like, I think the 

425
00:22:56,360 --> 00:22:59,080
range of different buyers for 
these coins is actually much 

426
00:22:59,080 --> 00:23:02,280
broader than your average memes 
coin. 

427
00:23:02,760 --> 00:23:05,640
So like you will have liquid 
funds to buy this, you'll have 

428
00:23:05,640 --> 00:23:08,880
retail guys that buy this and 
you'll, you'll have all coin 

429
00:23:09,080 --> 00:23:11,160
people that buy this and meme 
coin people that buy this. 

430
00:23:13,120 --> 00:23:16,360
So the concept they're like, oh,
the mean coin market's down. 

431
00:23:17,680 --> 00:23:19,000
You know, all these coins are 
going to 0. 

432
00:23:19,000 --> 00:23:20,920
Like, I don't think that's 
what's going to happen here. 

433
00:23:21,080 --> 00:23:22,680
Like I really don't. 
I think there's always going to 

434
00:23:22,680 --> 00:23:25,200
be somebody at the moment at 
least that can pick up these 

435
00:23:25,200 --> 00:23:26,720
bags. 
So I think I think you've got to

436
00:23:26,720 --> 00:23:29,880
be a bit disciplined also that 
if you've missed it to, to look 

437
00:23:29,880 --> 00:23:32,880
to buy them on the on the dips, 
If you completely, completely 

438
00:23:32,880 --> 00:23:34,720
think it's all going to zero, 
I'm not trying to convince that 

439
00:23:34,720 --> 00:23:36,520
person. 
I'm just trying to say that if 

440
00:23:36,520 --> 00:23:38,120
you're one of these people 
that's like missed it and 

441
00:23:38,120 --> 00:23:43,520
thought I'll buy it on the dip, 
the timeline on those dips, I'm 

442
00:23:43,520 --> 00:23:46,600
telling you right now will be 
dunking the hell out of all 

443
00:23:46,600 --> 00:23:47,760
these coins. 
They'll be like you mean 

444
00:23:47,760 --> 00:23:50,000
remember what far coin was like 
at at 6000? 

445
00:23:50,200 --> 00:23:52,520
I heard that they were all 
dancing. 

446
00:23:52,520 --> 00:23:54,600
They were all tweeting me too me
deep. 

447
00:23:54,600 --> 00:23:56,960
Well, like because I I've just 
been super like I don't care. 

448
00:23:56,960 --> 00:23:59,080
It's far coin Solaris, so I will
tweet about it all the time. 

449
00:23:59,480 --> 00:24:01,600
They love it when it was 60 
minutes, 600 miles, like, Oh, 

450
00:24:01,600 --> 00:24:03,320
it's over. 
Right. 

451
00:24:03,600 --> 00:24:06,080
And I think I think you've got 
to have that sort of mentality 

452
00:24:06,080 --> 00:24:10,000
of like when the timeline is 
dunking on a token in a sector, 

453
00:24:10,000 --> 00:24:12,840
I do think it's time to look at 
it for sure. 

454
00:24:12,960 --> 00:24:16,600
Like it just feels as though 
there's going to be there's 

455
00:24:16,640 --> 00:24:18,880
always going to be somebody that
wants to take a punt on all of 

456
00:24:18,880 --> 00:24:20,360
these. 
Like even GOAT right now, like 

457
00:24:20,360 --> 00:24:21,920
people are dunking on it a week 
ago, it's up. 

458
00:24:22,840 --> 00:24:25,240
It's nearly doubled since since 
that, right? 

459
00:24:25,920 --> 00:24:28,160
It's just the same thing with 
it's it's. 

460
00:24:28,200 --> 00:24:30,200
I think it's a Solana thing in 
general. 

461
00:24:30,560 --> 00:24:32,640
Like I tweeted about this. 
You, you kind of tweet, I saw 

462
00:24:32,640 --> 00:24:34,240
you tweet about Solana this 
morning quite a bit. 

463
00:24:34,760 --> 00:24:37,200
And even I replied to it was 
like there was no if, but you 

464
00:24:37,200 --> 00:24:39,600
know, it's just like Solana has 
become a thing where it's just 

465
00:24:39,600 --> 00:24:42,360
like it's always, Oh, but it's 
going to go down. 

466
00:24:42,360 --> 00:24:44,400
Oh, it's going to, it's going 
to, it's going to fall. 

467
00:24:44,400 --> 00:24:48,280
Oh, but the, the unlocks, but 
the unlocks, you know, Oh, but 

468
00:24:48,280 --> 00:24:50,600
the, but but everything's 
happening on Solana memes, 

469
00:24:50,600 --> 00:24:53,080
utility. 
Even Jesse love Jesse from base.

470
00:24:53,320 --> 00:24:55,920
He's tweeting about how do we 
get Solana traders on base? 

471
00:24:55,920 --> 00:24:58,640
You know what I mean? 
So it's, it's just the, it's the

472
00:24:58,640 --> 00:25:01,240
story of the school. 
It, it's, it's always like that.

473
00:25:01,240 --> 00:25:03,560
Like when's the next dip? 
We don't know where the next dip

474
00:25:03,560 --> 00:25:04,880
is. 
We don't know. 

475
00:25:04,880 --> 00:25:07,040
We don't have crystal balls. 
It's going to happen. 

476
00:25:07,040 --> 00:25:09,920
Just just be up and down. 
He, he just told you guys like 

477
00:25:09,920 --> 00:25:11,920
just the funding on these coins 
is insane, right? 

478
00:25:12,320 --> 00:25:15,160
And now that they're on perps. 
Yeah, there's a dip every day. 

479
00:25:15,360 --> 00:25:18,680
This is the great thing about. 
Them they trade fart coin. 

480
00:25:18,680 --> 00:25:20,160
You could pick one coin. 
You know what I know what's 

481
00:25:20,160 --> 00:25:23,200
funny you could pick one coin. 
I had a friend a few years ago 

482
00:25:23,200 --> 00:25:30,880
he made his living off of Tesla.
So basically he the only coin 

483
00:25:30,880 --> 00:25:32,640
heat trail and stock decision 
was Tesla. 

484
00:25:33,000 --> 00:25:35,760
That's it. 
Nothing else options right up, 

485
00:25:35,760 --> 00:25:37,920
down, up, down, up, down. 
It was like that, right. 

486
00:25:37,920 --> 00:25:40,680
It was kind of like a shit coin,
still kind of is, but you know, 

487
00:25:40,720 --> 00:25:42,000
it's you could deal with far 
coin. 

488
00:25:42,040 --> 00:25:47,120
You have like 20 thirty 40% dips
every day, you know, and and you

489
00:25:47,120 --> 00:25:49,320
have an opportunity to buy in 
every day, every other day. 

490
00:25:49,320 --> 00:25:51,640
So it's the same thing, the same
thing. 

491
00:25:53,600 --> 00:25:55,960
Exactly. 
But even that thinking right, 

492
00:25:55,960 --> 00:25:58,440
saying Solan ecosystem consists 
of 90% rugs and scams. 

493
00:25:58,440 --> 00:26:01,120
It's the same thing on Ethereum,
same thing on Sui, same thing on

494
00:26:01,120 --> 00:26:03,360
say, same thing on all the 
fucking chain. 

495
00:26:03,360 --> 00:26:07,240
It's chains that you guys trade 
on, rugs and scams everywhere. 

496
00:26:08,040 --> 00:26:13,280
I think, yeah, I think if you 
even actually, even if you hate 

497
00:26:13,280 --> 00:26:16,280
this thing and you're like, I 
hate all these coins, they're 

498
00:26:16,280 --> 00:26:18,040
all going to 0. 
Just buy Solana here. 

499
00:26:18,360 --> 00:26:20,360
I'm telling you right now 
because there's enough people 

500
00:26:20,640 --> 00:26:23,560
that believe that this is now 
going to be the thing that 

501
00:26:23,720 --> 00:26:27,080
people are going to be trading 
the hell out of Solana for the 

502
00:26:27,080 --> 00:26:30,520
next for the next few months. 
Like this is not a narrative 

503
00:26:30,520 --> 00:26:34,000
that just dies tomorrow. 
So maybe buy, maybe buy Sol by 

504
00:26:34,000 --> 00:26:35,760
JLP if you want to buy that 
let's. 

505
00:26:36,360 --> 00:26:38,320
Go, there's another AirDrop 
coming. 

506
00:26:38,440 --> 00:26:41,760
You have Camino, you have like 
so many capability coins on 

507
00:26:41,760 --> 00:26:44,640
Solana as well. 
But I would just buy Solana to 

508
00:26:44,640 --> 00:26:47,960
be clear, like I think Solana, 
it's under, it's underperformed.

509
00:26:49,600 --> 00:26:51,720
And I think that's the one that 
you can just play on. 

510
00:26:52,160 --> 00:26:54,320
You know, like Solana went up 
this cycle. 

511
00:26:54,800 --> 00:27:02,800
It went from trading at what, 
1015 to 150 on the back of the 

512
00:27:02,880 --> 00:27:05,680
mean coin cycle, right? 
Did 10X on the back of. 

513
00:27:05,680 --> 00:27:07,280
That from the back of the AI 
cycle. 

514
00:27:07,640 --> 00:27:10,280
And now you're talking about 
another cycle here, which is the

515
00:27:10,280 --> 00:27:14,640
AI cycle, I think. 
And I think honestly, this is 

516
00:27:14,640 --> 00:27:18,000
the potential to go to, to, to 
like really make Solana 

517
00:27:18,000 --> 00:27:23,120
outperform. 
And there was some talk today 

518
00:27:23,120 --> 00:27:24,880
about like a rotation back into 
meme coins. 

519
00:27:24,880 --> 00:27:27,760
I think that's, I don't think 
it's a rotation system as I said

520
00:27:27,760 --> 00:27:29,680
before, right? 
It was Eugene tweeting about 

521
00:27:29,680 --> 00:27:31,920
that, but I didn't understand 
what news he was talking about. 

522
00:27:31,920 --> 00:27:33,440
Well, he he remember because 
futures. 

523
00:27:33,520 --> 00:27:35,160
Futures normally kills tokens, 
right? 

524
00:27:35,720 --> 00:27:40,800
Yeah, I don't think. 
That's who is The Who is the 

525
00:27:40,800 --> 00:27:42,280
majority bar of these coins 
right now? 

526
00:27:42,280 --> 00:27:45,840
Like the majority bar of these 
coins are altcoin traders and 

527
00:27:45,840 --> 00:27:50,040
liquid token funds who won't buy
the You won't buy the memes, 

528
00:27:50,120 --> 00:27:51,480
right? 
Let's look at Whiff, Let's look 

529
00:27:51,480 --> 00:27:53,520
at Pop Cat. 
Let's look at the Mirad list for

530
00:27:53,520 --> 00:27:55,480
a second, would you? 
Rather. 

531
00:27:55,920 --> 00:28:02,160
By the way. 
Right now, you know, I think 

532
00:28:02,160 --> 00:28:07,320
people are aware of the Solana 
like meme coins, which I like, 

533
00:28:07,320 --> 00:28:12,600
like the memes, but I, but I, 
there was a piece out by 

534
00:28:12,600 --> 00:28:17,720
Dragonfly, who are a very well 
known VC in, in crypto, who said

535
00:28:17,720 --> 00:28:20,760
that they think the AI agent 
coins are going to continue to 

536
00:28:20,760 --> 00:28:23,200
outperform the mean coins. 
And I would say, you know, 

537
00:28:23,200 --> 00:28:25,280
that's just somebody that's 
like, who cares? 

538
00:28:25,760 --> 00:28:28,920
But when you, when you have one 
of the biggest VCs in crypto 

539
00:28:28,920 --> 00:28:32,760
saying that, that tells you that
they're investing in that, that 

540
00:28:32,760 --> 00:28:35,880
tells you that all these guys 
that that basically faded mean 

541
00:28:35,880 --> 00:28:38,880
coins and were involved in 
things like Lido are now going 

542
00:28:38,880 --> 00:28:42,240
to be like, right, let's buy 
some of these coins because this

543
00:28:42,240 --> 00:28:45,000
is their left curve play. 
If, if all these token funds 

544
00:28:45,000 --> 00:28:48,120
weren't allowed to buy memes, 
which is kind of what my 

545
00:28:48,120 --> 00:28:50,920
original thesis was for GOAT, 
like it was like allowed because

546
00:28:50,920 --> 00:28:53,240
it's like a bit of everything. 
But now you have this whole 

547
00:28:53,240 --> 00:28:54,760
space which has developed around
it. 

548
00:28:55,120 --> 00:28:58,440
I think that this is the left 
curve play for those for those 

549
00:28:58,440 --> 00:29:00,800
like institutional crypto funds 
basically. 

550
00:29:01,680 --> 00:29:10,720
So let's obviously still have a 
very, very healthy bullseye that

551
00:29:10,720 --> 00:29:14,480
this could all be a LARP, that, 
you know, strong beliefs, 

552
00:29:14,480 --> 00:29:16,840
loosely held. 
Like things could all turn. 

553
00:29:18,040 --> 00:29:20,120
As I've said before, the funding
is incredibly high. 

554
00:29:20,120 --> 00:29:23,360
So if you just want to just make
money, do what Farooq just said,

555
00:29:23,360 --> 00:29:26,840
like just wait for the day where
it's down 3040% and then buy it.

556
00:29:26,840 --> 00:29:29,920
But you have to buy it. 
You have to buy it. 

557
00:29:30,040 --> 00:29:33,240
You have to do it. 
Either hold it or buy it. 

558
00:29:33,520 --> 00:29:36,720
Like when fucking was down 60% 
and I was down like 7 figures 

559
00:29:36,720 --> 00:29:38,480
like I ain't trying to sell it 
there either. 

560
00:29:38,680 --> 00:29:40,120
Like don't sell it on dips 
either. 

561
00:29:40,160 --> 00:29:42,080
Like if you have a conviction, 
play fucking stick to your 

562
00:29:42,080 --> 00:29:44,520
convictions, right? 
Just stick to it. 

563
00:29:44,560 --> 00:29:46,560
I think that's the place like 
either stick to your guns. 

564
00:29:46,560 --> 00:29:49,960
If you're not trading and you 
know, you know, don't be a bit. 

565
00:29:49,960 --> 00:29:53,200
Of a bit of energy. 
Now, what do you think, people? 

566
00:29:53,200 --> 00:29:54,840
Lose a lot. 
Well, I think people lose a lot 

567
00:29:54,840 --> 00:29:56,440
of money with that sort of 
mentality as well. 

568
00:29:56,440 --> 00:29:59,000
This is what like know if you're
actually in it for the 

569
00:29:59,000 --> 00:30:02,600
conviction, like, Oh my God, 
I've done my research and like, 

570
00:30:02,600 --> 00:30:04,120
I actually think this can be 
something huge. 

571
00:30:04,120 --> 00:30:07,120
And if this does drop 40%, I'll 
still hold it or I won't just 

572
00:30:07,120 --> 00:30:11,120
like FOMO into another coin and 
know the ones where you're like,

573
00:30:11,120 --> 00:30:14,800
I'm buying it because it's on 
some ticker list and I, it's 

574
00:30:14,800 --> 00:30:17,160
been going up every single day 
and I have to own it. 

575
00:30:17,160 --> 00:30:20,960
And if it's that and it drops 
20%, that thing might drop 

576
00:30:20,960 --> 00:30:26,000
another 3040% just because of 
how volatile this stuff is. 

577
00:30:26,000 --> 00:30:28,840
And, and you'll probably, you'll
probably get destroyed. 

578
00:30:28,840 --> 00:30:32,000
So I think anything that you're 
buying here, you have to have 

579
00:30:32,000 --> 00:30:35,760
some level of conviction in like
you need to think it can drop 

580
00:30:35,760 --> 00:30:40,520
3040%. 
AI 16 C could easily drop 3040% 

581
00:30:40,520 --> 00:30:43,320
here easily. 
I know it's a 2 billion, but 

582
00:30:43,320 --> 00:30:46,400
like or 2 1/2 billion so so 
easy. 

583
00:30:46,600 --> 00:30:49,200
It's high funding. 
There'll be some levered Wick. 

584
00:30:49,360 --> 00:30:50,920
Maybe some news comes out about 
Bitcoin. 

585
00:30:50,920 --> 00:30:53,920
Who who the hell knows it'll it 
gets smoked. 

586
00:30:54,520 --> 00:30:56,760
Everyone's like, you see 
everything on the timeline being

587
00:30:56,760 --> 00:30:59,520
like, oh, everything's deaf. 
Like that's when you buy it if 

588
00:30:59,520 --> 00:31:05,400
you have your money in cash. 
Yeah, I, I, I would love that. 

589
00:31:05,480 --> 00:31:08,320
I would absolutely love some 
more FUD. 

590
00:31:08,320 --> 00:31:11,440
I mean, we like we said tether 
FUD went through, then we had 

591
00:31:11,440 --> 00:31:15,640
another thing happen and now we 
have China FUD is loading. 

592
00:31:15,760 --> 00:31:19,840
So just expect some news about 
China in the next like I said 

593
00:31:19,840 --> 00:31:22,520
last week, right, So the next 
week or 10 days, like just 

594
00:31:22,520 --> 00:31:24,480
expect something about China 
banning Bitcoin. 

595
00:31:24,840 --> 00:31:27,160
But on the other side, though, 
let's I know we haven't been 

596
00:31:27,160 --> 00:31:28,880
covering too much shoes because 
we've been doing more market 

597
00:31:28,880 --> 00:31:31,640
talk with since it's just you 
and I, but it's news this 

598
00:31:31,640 --> 00:31:34,280
morning. 
Morgan Stanley, the one bank 

599
00:31:34,280 --> 00:31:38,200
that's been de platforming a ton
of crypto founders for being in 

600
00:31:38,200 --> 00:31:42,080
crypto now decided to to look 
into crypto. 

601
00:31:42,240 --> 00:31:47,600
Actually, it seems like yes, 
Sir, E*Trade charge E*Trade 

602
00:31:48,280 --> 00:31:52,120
Charles Schwab exploring spot 
crypto trading SEC accounting 

603
00:31:52,120 --> 00:31:54,560
guidance for PO approvals by 
bank regulars are key 

604
00:31:54,560 --> 00:31:56,760
conditions. 
Moves could introduce more 

605
00:31:56,760 --> 00:31:59,600
capital into crypto markets as 
well as foster competition. 

606
00:32:00,360 --> 00:32:02,880
So they say. 
Morgan Stanley's online stock 

607
00:32:02,880 --> 00:32:04,720
trading arm E*Trade. 
This is point adding crypto 

608
00:32:04,720 --> 00:32:07,560
trading in anticipation of a 
more favorable crypto regulatory

609
00:32:07,560 --> 00:32:10,080
environment under the in the 
incoming Donald Trump 

610
00:32:10,080 --> 00:32:13,600
administration, according to two
people familiar with the firm's 

611
00:32:13,600 --> 00:32:17,200
plan. 
Big if true. 

612
00:32:18,880 --> 00:32:22,640
See this is a Trump up. 
Trump, Trump. 

613
00:32:23,720 --> 00:32:25,240
Yeah. 
I think part of this is, is a 

614
00:32:25,240 --> 00:32:29,520
trump up for crypto in general. 
I do think that now we have the 

615
00:32:29,520 --> 00:32:33,640
sell off in Bitcoin and I 
thought we you know, we're going

616
00:32:33,640 --> 00:32:36,280
to chop around with with macro 
for a little bit. 

617
00:32:36,280 --> 00:32:41,520
But I do think a couple of days 
before the inauguration, people 

618
00:32:41,520 --> 00:32:42,920
will probably start buying 
Bitcoin. 

619
00:32:44,280 --> 00:32:47,480
Whether that that lasts and 
whether that's just a pump, I 

620
00:32:47,480 --> 00:32:50,120
don't know. 
But like, I think people will 

621
00:32:50,120 --> 00:32:53,160
buy Bitcoin into the the idea 
that he might sign an executive 

622
00:32:53,160 --> 00:32:57,560
order on day one like this. 
Yeah, I do think that might 

623
00:32:57,560 --> 00:32:58,960
happen. 
Bitcoin's still hanging out, 

624
00:32:58,960 --> 00:33:00,040
right? 
96 K, right. 

625
00:33:00,040 --> 00:33:06,360
Like there there is a very easy 
world where that that hits all 

626
00:33:06,360 --> 00:33:09,520
time high on the election, on 
the inauguration day. 

627
00:33:10,080 --> 00:33:13,960
And after that news, wow, 
somebody just whipped. 

628
00:33:14,520 --> 00:33:16,600
So have you heard about this? 
Like on Kraken, there's this 

629
00:33:16,600 --> 00:33:20,560
massive Solana bar. 
Yo, so I saw that the person 

630
00:33:20,560 --> 00:33:22,560
bought like $30 million 
yesterday. 

631
00:33:23,520 --> 00:33:27,560
Yeah, so he just wicked. 
He just wicked Solana to 280. 

632
00:33:29,160 --> 00:33:30,640
Hold on, let me open my cracking
account. 

633
00:33:31,080 --> 00:33:33,960
You listening to the show? 
Are you listening to the show? 

634
00:33:33,960 --> 00:33:36,120
Crack and buy. 
Yo crack and buyer. 

635
00:33:36,200 --> 00:33:40,040
So dude, the day we were pull 
posting Solana he he wicked it 

636
00:33:40,040 --> 00:33:43,960
also see we're This Is Us. 
This is the power of FOMO hour. 

637
00:33:43,960 --> 00:33:45,160
Wait, how do you I check? 
Fuck. 

638
00:33:45,400 --> 00:33:48,040
Hold on. 
Where's my cracking shit? 

639
00:33:48,080 --> 00:33:52,680
Hold on. 
It's OK, there's only 30 grand 

640
00:33:52,680 --> 00:33:55,080
in there. 
Hold on. 

641
00:33:55,560 --> 00:33:59,600
Where is I opened my own crack. 
I do use cracking Now you all 

642
00:33:59,600 --> 00:34:03,040
know I use cracking. 
Hold on. 

643
00:34:03,040 --> 00:34:05,400
How do I? 
It's a cracking pro. 

644
00:34:05,400 --> 00:34:06,880
There you go, cracking pro. 
Hold on. 

645
00:34:07,080 --> 00:34:09,520
Let's open the actual cracking 
chart for Solana, right? 

646
00:34:09,520 --> 00:34:11,320
Because that's the one that's 
like wigged, right? 

647
00:34:11,840 --> 00:34:14,239
So who? 
Who is that person? 

648
00:34:16,639 --> 00:34:18,520
I don't know but they they 
clearly listen to the show. 

649
00:34:18,840 --> 00:34:20,639
Like who? 
Where do you see that wake up? 

650
00:34:21,320 --> 00:34:24,880
We're causing the. 
We're causing, we're causing AI 

651
00:34:24,880 --> 00:34:26,000
coins to go high during the 
show. 

652
00:34:26,000 --> 00:34:30,560
We just caused the Solana to go 
to 280. 

653
00:34:31,159 --> 00:34:32,760
Wow. 
Fill the Wick. 

654
00:34:34,040 --> 00:34:38,440
Fill the Where'd you see that? 
I don't know, it's just on my 

655
00:34:38,440 --> 00:34:39,920
timeline and somebody put it in 
the comments. 

656
00:34:39,960 --> 00:34:43,040
As well find it we don't care 
about pump fun dude. 

657
00:34:46,120 --> 00:34:49,239
Eight hours ago. 
We don't care about pump fun 

658
00:34:49,239 --> 00:34:54,679
selling salon, dude. 
I don't know. 

659
00:34:54,679 --> 00:34:58,080
There's like maybe it's pump fun
buying back, I don't know. 

660
00:34:59,640 --> 00:35:03,320
Yeah, Pump Fun is selling. 
They're using Kraken to sell, 

661
00:35:03,320 --> 00:35:04,120
right? 
There you go. 

662
00:35:04,120 --> 00:35:06,400
OK, Marty. 
Marty party, baby. 

663
00:35:06,720 --> 00:35:08,400
Marty party. 
There you go. 

664
00:35:08,400 --> 00:35:09,280
Look. 
For that. 

665
00:35:11,000 --> 00:35:16,840
Bill, Bill, the it's your job 
now, everybody to just bull post

666
00:35:16,840 --> 00:35:18,520
all year long. 
If you're not bull posting all 

667
00:35:18,520 --> 00:35:22,640
year long, just don't follow me.
Look at this. 

668
00:35:22,640 --> 00:35:24,480
So a lot of soul. 
OK, so there's another 

669
00:35:24,480 --> 00:35:26,240
conversation I want to have with
you because you and I had 

670
00:35:26,240 --> 00:35:29,480
similar takes on the timeline, 
similar tweets, and then we got 

671
00:35:29,480 --> 00:35:33,080
quoted by Sammy. 
You called it February 2021 and 

672
00:35:33,080 --> 00:35:35,640
I called it February and I 
called it January 21. 

673
00:35:35,640 --> 00:35:37,560
Did you see that? 
So I I think you and I had. 

674
00:35:37,560 --> 00:35:39,680
Similar your tweet. 
Your tweet was like a few 

675
00:35:39,720 --> 00:35:41,240
minutes off the mind. 
You'd read my tweet. 

676
00:35:41,600 --> 00:35:43,560
Brother, you can read. 
My. 

677
00:35:43,760 --> 00:35:46,880
Tweet brother, Brother, you said
bodies haven't minted yet. 

678
00:35:46,920 --> 00:35:49,000
I tweeted that six months ago, 
OK? 

679
00:35:52,440 --> 00:35:54,520
You. 
Read my tweet. 

680
00:35:54,680 --> 00:35:56,400
Hold on, hold on. 
I think you're wrong though. 

681
00:35:56,480 --> 00:35:58,160
I don't think we're in February 
21. 

682
00:35:58,480 --> 00:36:00,760
We're in January. 
No, I didn't. 

683
00:36:00,760 --> 00:36:02,880
You're my. 
Tweet It's OK, man. 

684
00:36:03,520 --> 00:36:06,520
I did not. 
I actually disagree with you I. 

685
00:36:06,520 --> 00:36:08,680
Disagree with you? 
Man, let's. 

686
00:36:08,800 --> 00:36:09,920
Check. 
Let's check with time. 

687
00:36:10,080 --> 00:36:11,280
What time did you send your 
tweet at? 

688
00:36:11,800 --> 00:36:13,840
I don't know, let's check. 
Let's just check with time. 

689
00:36:17,360 --> 00:36:19,600
You tweet too much. 
You you fuck you dude. 

690
00:36:19,960 --> 00:36:22,000
Where is your tweet? 
You tweet too much. 

691
00:36:23,400 --> 00:36:25,360
I I came back from holiday and 
decided relentlessly bull 

692
00:36:25,360 --> 00:36:27,560
posting again. 
Good as you should. 

693
00:36:28,080 --> 00:36:29,760
OK. 
So the time, the timing of that 

694
00:36:29,760 --> 00:36:34,240
was. 32 hours my. 
Is it 2:10 AM my time? 

695
00:36:34,240 --> 00:36:35,600
So I don't know what time that 
was your time. 

696
00:36:35,960 --> 00:36:37,720
OK, where is mine? 
Hold on. 

697
00:36:37,920 --> 00:36:42,280
I also did tweet a lot. 
All right, chat, do we think, do

698
00:36:42,280 --> 00:36:45,120
we think Farooq is a lot? 
And and so my tweet first, let's

699
00:36:45,120 --> 00:36:47,680
see the time stamp. 
Chat. 

700
00:36:48,200 --> 00:36:52,240
Chat you were the check the 
check the check this page you 

701
00:36:52,240 --> 00:36:53,720
were. 
Bearish going to the series. 

702
00:36:53,920 --> 00:36:58,240
OK, I'm the real bull here. 
I'm the only real bull. 

703
00:36:58,240 --> 00:37:00,560
Out of all of our homies, I'm 
the one. 

704
00:37:00,760 --> 00:37:03,280
Even the. 
Very odd predictions on this. 

705
00:37:04,040 --> 00:37:08,840
Here we go there. 
You go see 13 hours ago, 13 

706
00:37:08,840 --> 00:37:10,800
hours ago. 
Both of them? 

707
00:37:10,800 --> 00:37:12,440
What time exactly? 
What time exactly? 

708
00:37:12,840 --> 00:37:15,600
9:38 PM Eastern. 
What's that? 

709
00:37:15,600 --> 00:37:18,920
9:38 PM. 
And yours was at 9:10. 

710
00:37:18,920 --> 00:37:23,680
You're beating by 28 minutes. 
Hold on. 

711
00:37:23,720 --> 00:37:25,520
Do you want to see this? 
You see this? 

712
00:37:25,680 --> 00:37:26,880
No. 
You want to play this game? 

713
00:37:26,920 --> 00:37:27,680
OK. 
You see this? 

714
00:37:27,680 --> 00:37:29,480
Take over here. 
You want to see this? 

715
00:37:29,480 --> 00:37:30,760
Take over here. 
You want to go see what? 

716
00:37:30,760 --> 00:37:34,360
I tweeted this shit out. 
You read it. 20 minutes later 

717
00:37:34,360 --> 00:37:36,080
you were like, oh, I've got. 
No, no, no, no. 

718
00:37:36,520 --> 00:37:39,640
You're insane. 
I've had this like new concept. 

719
00:37:41,680 --> 00:37:43,240
You're insane. 
You're fucked. 

720
00:37:43,400 --> 00:37:44,800
You're fucked. 
You know I'm right though. 

721
00:37:44,920 --> 00:37:46,560
You know I'm right. 
We're not in February. 

722
00:37:46,800 --> 00:37:48,280
We're January. 
OK? 

723
00:37:49,320 --> 00:37:50,520
We're in January. 
You guys. 

724
00:37:50,560 --> 00:37:52,880
You guys all wrong. 
We got the double quote by 

725
00:37:52,880 --> 00:37:55,120
Sammy's fucking newsletter this 
morning. 

726
00:37:55,120 --> 00:37:59,520
I was like, I just tweeted mine.
20 minutes later, hold. 

727
00:37:59,680 --> 00:38:03,160
On Where's Sammy's newsletter. 
You don't see it. 

728
00:38:04,480 --> 00:38:05,200
There it is. 
It is. 

729
00:38:05,680 --> 00:38:08,160
I just found it's found it's 
found it this one. 

730
00:38:09,320 --> 00:38:11,440
There we go. 
I was like, what? 

731
00:38:11,800 --> 00:38:14,520
Is this benchmark comparisons to
last cycle? 

732
00:38:19,440 --> 00:38:24,040
Oh my goodness. 
Oh my God, it's so funny. 

733
00:38:25,120 --> 00:38:29,680
Oh my God. 
Listen, I thought I knew Mando's

734
00:38:29,680 --> 00:38:31,040
wrong. 
We're in January. 

735
00:38:31,360 --> 00:38:32,800
We're not in February. 
We're in. 

736
00:38:32,800 --> 00:38:34,880
January, you know. 
Why? 

737
00:38:34,960 --> 00:38:37,720
Because you said you. 
You contradict yourself. 

738
00:38:38,000 --> 00:38:42,840
You say Beeple hasn't sold for 
so minted yet people has minted.

739
00:38:44,200 --> 00:38:46,520
No, I said it hadn't sold yet. 
It hadn't sold. 

740
00:38:46,840 --> 00:38:49,880
That was March, Yeah. 
What was the Beeple sale? 

741
00:38:50,560 --> 00:38:52,280
That was in March 2020. 
One, what's going to be the 

742
00:38:52,280 --> 00:38:53,920
equivalent of the Beeple sale 
this cycle? 

743
00:38:53,920 --> 00:38:55,640
Is it going to be an art sale or
is it going to be like an 

744
00:38:55,640 --> 00:38:59,040
acquisition I. 
Don't know, I'm just, I, you 

745
00:38:59,080 --> 00:39:02,360
know, if that tweet actually 
wasn't meant to be overly 

746
00:39:02,360 --> 00:39:03,840
bullish. 
It was actually just meant to 

747
00:39:03,840 --> 00:39:11,000
say you're early and that, yeah,
even if, and I, I even said it 

748
00:39:11,000 --> 00:39:13,320
in the comments that someone 
said like, oh, I'm so bullish on

749
00:39:13,320 --> 00:39:14,600
my back. 
So I was like, actually, like if

750
00:39:14,600 --> 00:39:17,600
you bought a bunch of coins, 
bunch of NRTS in February 2021 

751
00:39:18,080 --> 00:39:21,840
or in January 2021, you could 
like you could have lost a lot 

752
00:39:21,840 --> 00:39:23,040
of money. 
Right. 

753
00:39:23,040 --> 00:39:24,760
Really. 
Oh yeah, Because it was hash 

754
00:39:24,800 --> 00:39:26,560
masks. 
It was hash masks, right? 

755
00:39:26,640 --> 00:39:29,560
If you bought hash. 
Masks, yeah. 

756
00:39:30,400 --> 00:39:32,920
You've. 
Bought in the wrong product, 

757
00:39:33,360 --> 00:39:35,800
right? 
Yeah, yeah. 

758
00:39:35,840 --> 00:39:37,320
So I think that's something to 
be aware of. 

759
00:39:37,320 --> 00:39:42,160
But like this is part part of 
why I was only really in the 

760
00:39:42,160 --> 00:39:43,920
like the memes at the start 
because I felt like they had the

761
00:39:44,040 --> 00:39:47,400
they had the best you could 
sleep at night with them. 

762
00:39:48,160 --> 00:39:51,960
But but I'm fully cognizant with
these utility coins that like 

763
00:39:52,320 --> 00:39:54,560
there could be something else 
that comes out right. 

764
00:39:54,560 --> 00:39:57,720
Like, I don't know what it's 
going to be, but but you're 

765
00:39:57,800 --> 00:40:00,120
you're now seeing the emergence 
of like a new. 

766
00:40:00,480 --> 00:40:04,680
Thing here for crypto and it it 
can be it can be a user and it 

767
00:40:04,680 --> 00:40:07,640
can be a use case and there's 
going to be a ton of different. 

768
00:40:07,640 --> 00:40:11,840
I don't I I don't think in a 
year's time the current coins 

769
00:40:12,720 --> 00:40:17,200
will all be the ones and I think
there could very easily be a 

770
00:40:17,200 --> 00:40:21,280
board 8 coming right. 
That's like it's way bigger and 

771
00:40:21,280 --> 00:40:24,680
and does does tons and like 
cracks. 

772
00:40:24,680 --> 00:40:27,160
The we're going to make bots 
that make money for you thing, 

773
00:40:27,280 --> 00:40:31,200
right and like, Oh my God, this 
new firm's come in and just like

774
00:40:31,200 --> 00:40:35,440
nailed it. 
Like so I feel just always have 

775
00:40:35,440 --> 00:40:40,320
that in the back of your head as
well in that there's always 

776
00:40:40,320 --> 00:40:42,680
going to be new coins each week.
There's always going to be cool,

777
00:40:42,680 --> 00:40:44,840
cool new teams. 
I think one of the good things 

778
00:40:44,840 --> 00:40:47,840
about this versus like the, the 
great thing about this cycle 

779
00:40:47,840 --> 00:40:53,360
versus some of the other cycles 
is like the token creation is so

780
00:40:53,360 --> 00:40:56,760
much easier now that like we 
don't have to wait to hear some 

781
00:40:56,760 --> 00:40:59,440
like VC pitch on like what the 
new. 

782
00:41:01,240 --> 00:41:05,920
These coins often start by pump 
fun or like some other platform 

783
00:41:05,920 --> 00:41:10,040
like that and they often start 
at like 5 million, like 2 

784
00:41:10,040 --> 00:41:11,760
million. 
Like you will have a chance to 

785
00:41:11,760 --> 00:41:13,560
get into some of these coins 
unbelievably early. 

786
00:41:13,560 --> 00:41:21,560
Like bold Leonidas pitched me 
AI16Z at $1 million. 

787
00:41:21,920 --> 00:41:26,760
And he bought it at 2.5 billion.
He owned, he owned 2% of the 

788
00:41:26,760 --> 00:41:32,640
supply and I didn't buy it. 
Then I was like, oh, that sounds

789
00:41:32,640 --> 00:41:34,280
like a joke. 
I thought I was looking back at 

790
00:41:34,280 --> 00:41:37,080
our Twitter comments. 
He owned he he said his bag 

791
00:41:37,080 --> 00:41:39,440
would be worth nearly 50 
million. 

792
00:41:39,960 --> 00:41:42,800
But why did he sell? 
Fucking bull. 

793
00:41:42,840 --> 00:41:45,840
He said, he said he had a good 
trade. 

794
00:41:45,880 --> 00:41:48,800
He was like, he's in my comments
today and I was like, oh man, 

795
00:41:48,800 --> 00:41:53,160
that's like that's tough. 
But like another guy, another 

796
00:41:53,160 --> 00:41:54,960
guy who's the, the mod for epic,
right? 

797
00:41:54,960 --> 00:41:58,800
He, he had, he had like an 
unbelievable bag of, of go and 

798
00:41:58,800 --> 00:42:03,160
of, of AI16Z and he sold them. 
My point is that you can get 

799
00:42:03,160 --> 00:42:04,680
into these coins very early as 
well. 

800
00:42:04,680 --> 00:42:06,840
So, and there may be a board 
apes coming. 

801
00:42:07,080 --> 00:42:08,280
There may be a board apes 
coming. 

802
00:42:08,280 --> 00:42:13,200
There may be a, there may be 
something that just goes 

803
00:42:13,280 --> 00:42:16,240
absolutely insane. 
So even if you're like, I can't 

804
00:42:16,240 --> 00:42:19,920
buy AI16Z at 2 billion, like 
fair enough, like buy on the 

805
00:42:19,920 --> 00:42:22,800
down day and also just be 
looking for the new stuff. 

806
00:42:23,040 --> 00:42:24,920
Like there's always going to be,
there will be a lot of like 

807
00:42:25,160 --> 00:42:27,960
bulls on the block. 
Whatever the fact that one was, 

808
00:42:27,960 --> 00:42:30,160
what was that one after? 
Oh yeah, yeah, yeah, yeah, yeah,

809
00:42:30,240 --> 00:42:32,320
yeah, yeah, yeah, yeah. 
But no, it's Yetis, bro. 

810
00:42:32,360 --> 00:42:36,440
Yetis was the first one after 
literally it was for Yetis. 

811
00:42:37,360 --> 00:42:39,760
There'll be a bunch of yetis, 
there'll be a bunch of bulls on 

812
00:42:39,760 --> 00:42:41,320
the block, whatever, there'll be
a bunch. 

813
00:42:41,480 --> 00:42:44,720
Of well just go to my wallet, 
price it by like time and just 

814
00:42:44,720 --> 00:42:47,200
go to oldest. 
What was the one? 

815
00:42:47,600 --> 00:42:51,280
Here let's go to Farouk. 
Open C account by oldest. 

816
00:42:52,240 --> 00:42:56,440
What was the one which was the 
which is the one in the school 

817
00:42:56,480 --> 00:43:00,160
and had like the beaten up kids?
Oh my God no, the the rape one 

818
00:43:00,160 --> 00:43:04,840
was horrible. 
What was the one? 

819
00:43:04,880 --> 00:43:07,000
You're How was the one? 
How was the one? 

820
00:43:07,000 --> 00:43:09,000
Was. 
It it was like a school. 

821
00:43:11,160 --> 00:43:13,120
Yes, yes. 
They had the one of the woman 

822
00:43:13,120 --> 00:43:14,920
crying with the tape on her 
mouth, remember? 

823
00:43:14,920 --> 00:43:18,240
And it it that's the one 
misfits. 

824
00:43:18,240 --> 00:43:22,840
Old Misfits University. 
Wait, do you remember these? 

825
00:43:25,440 --> 00:43:26,880
Oh yeah, Jesus, who? 
Who? 

826
00:43:27,000 --> 00:43:29,560
Who doesn't? 
This is one of the first things 

827
00:43:29,560 --> 00:43:31,920
I've ever look at my my wallet 
by old because that's the first 

828
00:43:31,920 --> 00:43:34,640
wallet I made by oldest. 
Literally like it's one of the 

829
00:43:34,640 --> 00:43:38,160
first things I've ever minted. 
It was misfit. 

830
00:43:38,360 --> 00:43:39,600
It was misfits. 
It was this. 

831
00:43:39,600 --> 00:43:44,360
University and this this. 
I saw some around Veda today 

832
00:43:44,360 --> 00:43:48,520
like Veda if you just type in 
Veda into your into your search 

833
00:43:48,680 --> 00:43:50,880
bar right now. 
Yeah, OK. 

834
00:43:53,720 --> 00:43:59,600
Veda and this is now down like 
30% today on the back ending 

835
00:44:01,120 --> 00:44:07,440
this top one right they're. 
Spoofing their volume well. 

836
00:44:08,080 --> 00:44:12,320
I don't know if they are, but 
like Veda right now to me and 

837
00:44:13,240 --> 00:44:15,080
you've got to know what you're 
buying with Veda. 

838
00:44:15,600 --> 00:44:17,600
Veda have these like right 
exactly. 

839
00:44:18,080 --> 00:44:20,720
They have a bunch of like really
which is Zenica's actually 

840
00:44:20,720 --> 00:44:22,280
replied. 
I reckon that's a good reply. 

841
00:44:24,320 --> 00:44:27,360
They have a bunch of Dows and 
you invest in Veda, which is 

842
00:44:27,360 --> 00:44:30,560
like the overall token of those 
Dows and they have a bunch of 

843
00:44:30,560 --> 00:44:33,000
like mini Dows which will have 
mini portfolios of these agents.

844
00:44:33,000 --> 00:44:33,640
I'm gonna. 
Buy some. 

845
00:44:34,320 --> 00:44:37,720
You don't buy Veda because like 
it's of what it is right now. 

846
00:44:37,720 --> 00:44:40,920
You buy it because of the 
structure of how they're doing. 

847
00:44:40,920 --> 00:44:44,120
It could be the future of how 
you do it. 

848
00:44:44,440 --> 00:44:49,280
Like Veda is not like a Oh my 
God, this can now be something 

849
00:44:50,440 --> 00:44:54,160
it it may have been that right. 
I always thought Veda had a good

850
00:44:54,160 --> 00:44:57,120
structure, like if it was AI16Z 
and that's what they said they 

851
00:44:57,120 --> 00:44:58,640
were going to be supposed to aim
for the whole time. 

852
00:44:58,960 --> 00:45:01,640
And then they in a in a few 
days, they turn around and say, 

853
00:45:01,640 --> 00:45:04,240
hey, actually we're changing all
the tokenomics and all the other

854
00:45:04,240 --> 00:45:08,560
guys do the same thing. 
Like it's clear that these 

855
00:45:08,560 --> 00:45:09,960
people will now come. 
What? 

856
00:45:16,720 --> 00:45:21,480
No, just one of my other chats 
the the DCA boys are buying are 

857
00:45:21,480 --> 00:45:24,080
buying far coin. 
No way. 

858
00:45:24,640 --> 00:45:26,040
Yeah, I'm telling. 
You, bro. 

859
00:45:26,400 --> 00:45:28,400
Your show, your Monday show. 
They're buying. 

860
00:45:28,600 --> 00:45:30,200
Yeah. 
Hold on, hold on. 

861
00:45:30,200 --> 00:45:31,480
Let me get onto Jupiter and sell
it. 

862
00:45:31,480 --> 00:45:32,360
All right, now. 
Hold on. 

863
00:45:33,320 --> 00:45:34,520
No, they bought it on Monday 
dude. 

864
00:45:34,680 --> 00:45:37,440
I'm kidding. 
I went on that show and they 

865
00:45:37,520 --> 00:45:38,440
asked. 
They asked me for four 

866
00:45:38,440 --> 00:45:41,280
recommendations for the year. 
After you they bought it 

867
00:45:41,280 --> 00:45:43,440
fartcoin to them for the last 
six months. 

868
00:45:45,240 --> 00:45:48,520
Fartcoin's been around for three
months and I've been an owner 

869
00:45:48,840 --> 00:45:50,320
since well before you were an 
owner. 

870
00:45:50,840 --> 00:46:00,200
But I pitched AI 16 DI pitched, 
I said ark, I said goat, and I 

871
00:46:00,200 --> 00:46:02,160
said far coin. 
So those are like the four. 

872
00:46:02,160 --> 00:46:06,080
And I said Sol as well. 
And they bought far coin and far

873
00:46:06,080 --> 00:46:10,120
coin is up like 50 percent, 60% 
since they bought it dude. 

874
00:46:11,720 --> 00:46:14,360
And The thing is the the higher 
it goes, the funnier it gets. 

875
00:46:14,360 --> 00:46:16,840
So like everyone in chats just 
is like full redacted. 

876
00:46:16,840 --> 00:46:19,720
Like it's the most left curve. 
I think far coin is the most 

877
00:46:19,720 --> 00:46:22,600
left curve play of the entire 
cycle, yeah. 

878
00:46:23,000 --> 00:46:24,800
Yeah. 
Look, I think, I think Arkon 

879
00:46:24,800 --> 00:46:27,000
will get listings. 
That's one thing I would say. 

880
00:46:27,160 --> 00:46:30,680
I think go to virtuals will get 
listings and then I think Farkon

881
00:46:30,680 --> 00:46:33,040
will come very soon afterwards. 
That's that's my. 

882
00:46:33,080 --> 00:46:35,320
That's my. 
The good thing about the I like 

883
00:46:35,320 --> 00:46:38,280
about it personally, like when 
I'm really excited to like load 

884
00:46:38,280 --> 00:46:41,000
up and on this will be a 16Z 
because I think virtual is 

885
00:46:41,000 --> 00:46:43,720
dragging it up because virtual 
is like the A16Z on base. 

886
00:46:44,040 --> 00:46:46,120
Now I know virtuals talked about
like potentially doing stuff on 

887
00:46:46,120 --> 00:46:49,160
Solana. 
I think I read, I, I saw the the

888
00:46:49,240 --> 00:46:51,800
the founder talk about that, 
that they've finally been able 

889
00:46:51,800 --> 00:46:53,240
to do it for a while, but just 
didn't yet. 

890
00:46:53,320 --> 00:46:54,800
I think they're very close to 
the base team, right? 

891
00:46:56,120 --> 00:46:58,840
What's this? 
AI virtuals? 

892
00:46:59,920 --> 00:47:01,240
Yeah, also. 
Going to be close to the base 

893
00:47:01,280 --> 00:47:04,640
team. 
Like you know that's the number 

894
00:47:04,640 --> 00:47:08,960
one use case for base right now.
How Coinbase has not just insta 

895
00:47:08,960 --> 00:47:11,960
listed that token I have no 
idea. 

896
00:47:12,160 --> 00:47:13,400
Like. 
Maybe they don't want to send 

897
00:47:13,400 --> 00:47:16,440
the wrong message, I don't know.
The wrong message. 

898
00:47:16,760 --> 00:47:18,280
I don't know. 
I think you. 

899
00:47:19,640 --> 00:47:21,200
Actually using the the chain, Oh
my God. 

900
00:47:21,200 --> 00:47:24,080
They should be insta listing. 
Insta listing they should list 

901
00:47:24,080 --> 00:47:25,280
AIPT. 
They should list. 

902
00:47:25,280 --> 00:47:28,320
Every single one of the major 
base AI coins was the. 

903
00:47:28,360 --> 00:47:30,960
Well, Coinbase. 
To me that they have not done 

904
00:47:31,280 --> 00:47:32,640
that. 
Literally mad to me. 

905
00:47:33,560 --> 00:47:36,600
Meanwhile people on Coinbase are
trading Stellar. 

906
00:47:37,360 --> 00:47:40,880
XRP is number 2 by the way on 
Coinbase before Ethereum and 

907
00:47:40,880 --> 00:47:44,520
Solana. 
More people are buying XRP dude.

908
00:47:44,560 --> 00:47:48,720
In in South Korea, yeah, XRP go 
in flip Bitcoin. 

909
00:47:49,480 --> 00:47:53,480
Yeah, XRP the is doing 15% of 
the daily Coinbase pop volume 

910
00:47:54,800 --> 00:47:56,880
only. 
Wow, only dogecoins in the top 

911
00:47:56,880 --> 00:48:02,000
ten mean coins on their pep is 
11th even while Bonk has fallen 

912
00:48:02,000 --> 00:48:03,480
off a tree there. 
It was really high there. 

913
00:48:03,800 --> 00:48:05,520
Bonk was doing top three out 
every day. 

914
00:48:06,680 --> 00:48:10,960
Wow Coinbase is really this like
boomer platform huh? 

915
00:48:11,000 --> 00:48:17,320
Like I mean look at their top 10
spot traded Bitcoin, XRP, 

916
00:48:17,320 --> 00:48:21,400
Ethereum, tether, Solana, 
stellar, dogecoin, Hadera suing 

917
00:48:21,400 --> 00:48:24,240
Cardano. 
That's the top 10 on on Coinbase

918
00:48:24,240 --> 00:48:26,200
spot. 
Wow. 

919
00:48:26,760 --> 00:48:29,880
Which which is what I'm trying 
to tell you about like why the 

920
00:48:29,880 --> 00:48:35,880
buyer of this will will not stop
fighting Mudang or fucking Pengu

921
00:48:35,920 --> 00:48:38,960
versus this stuff like it's you 
fight Stella. 

922
00:48:39,880 --> 00:48:43,480
But Pengu is insane, by the way.
Right. 

923
00:48:43,760 --> 00:48:45,360
Pangu is doing great, but like 
it shouldn't be. 

924
00:48:45,360 --> 00:48:47,640
It's just like there should not 
be a PPP. 

925
00:48:47,640 --> 00:48:50,680
There's enough, there's enough 
vapor Ware in alts that will 

926
00:48:50,680 --> 00:48:52,360
move into this stuff that you 
can. 

927
00:48:52,640 --> 00:48:56,120
You can still think that your 
Pangu is going to 10 billion, 

928
00:48:56,360 --> 00:48:59,000
you know. 
Yeah, no, I know what you mean. 

929
00:48:59,000 --> 00:49:02,520
Do you think we're going to be 
celebrating 100 KBTC very soon? 

930
00:49:05,520 --> 00:49:08,040
I'm more bullish on Solana right
now than I am on Bitcoin. 

931
00:49:08,240 --> 00:49:11,000
That's my honest opinion. 
I've been like that for since 

932
00:49:11,040 --> 00:49:15,560
since it kind of went below, you
know, when some, and I put it in

933
00:49:15,560 --> 00:49:17,520
all our chats when it was 
hitting like 180, I was like, 

934
00:49:17,520 --> 00:49:22,240
this is this is dumb. 
But now I'm like, it's not just 

935
00:49:22,240 --> 00:49:23,440
that it looked like 
underperformed. 

936
00:49:23,440 --> 00:49:25,360
I think there's actually it's 
underperformed and there's a 

937
00:49:25,360 --> 00:49:28,840
really, really strong narrative 
now for why it should 

938
00:49:28,880 --> 00:49:31,120
outperform. 
Yeah, you know, it's not just 

939
00:49:31,120 --> 00:49:34,880
like, oh, souls down so much. 
It looks like Solis looks bad. 

940
00:49:35,360 --> 00:49:39,200
Sol Solana means we're battered.
We fucking screamed about this 

941
00:49:39,200 --> 00:49:43,920
weeks for weeks bro. 
For weeks, for weeks, 

942
00:49:44,040 --> 00:49:47,360
everybody's making fun of him 
like, oh, this thing's going 70%

943
00:49:47,360 --> 00:49:49,600
like L Rhodes lead back to 
Solana. 

944
00:49:49,600 --> 00:49:51,800
Like, you know, there's a moment
like I'm, you know, I love the 

945
00:49:51,800 --> 00:49:53,120
hyper liquid stuff. 
I'm a big fan. 

946
00:49:53,120 --> 00:49:55,160
I actually read the whole papers
because I'm I'm very saying like

947
00:49:55,160 --> 00:49:57,480
what they're building. 
But as soon as like Tron was 

948
00:49:57,480 --> 00:50:00,480
out, it's killing thing. 
BS is out in Hyper liquid's out.

949
00:50:00,480 --> 00:50:02,680
It's going to kill Solana. 
We always see this thing is 

950
00:50:02,680 --> 00:50:04,200
going to kill Solana. 
We never say it's going to kill 

951
00:50:04,200 --> 00:50:05,960
like anything else. 
You know what I mean? 

952
00:50:05,960 --> 00:50:08,480
Yeah. 
OK, Solana nails this. 

953
00:50:08,800 --> 00:50:13,240
It's this is massive like the 
Tamir is. 

954
00:50:13,560 --> 00:50:17,320
Nailing it right What? 
What are the top agents? 

955
00:50:17,320 --> 00:50:19,280
I think. 
It, I think it will, I think it 

956
00:50:19,280 --> 00:50:20,920
will. 
I think it's interesting to see 

957
00:50:20,920 --> 00:50:24,280
that like obviously the the 
runners on base, like look at 

958
00:50:24,320 --> 00:50:28,120
bring up a chart for virtuals 
and bring up the chart for for 

959
00:50:28,360 --> 00:50:33,040
even AIXB, even AIXBT, right 
These charts look. 

960
00:50:33,280 --> 00:50:38,800
Incredible PDE baby. 
How amazing you shot. 

961
00:50:39,120 --> 00:50:44,360
Yo by the way, for a XBT is 
probably a not a bad bad shout. 

962
00:50:44,960 --> 00:50:46,520
This is what I told you. 
Like this. 

963
00:50:46,800 --> 00:50:50,640
You probably have to make a 
decision on that, but there is 

964
00:50:50,640 --> 00:50:52,440
not. 
The Solana coins don't look like

965
00:50:52,440 --> 00:50:56,240
this. 
They're way more paper than PvP.

966
00:50:56,280 --> 00:51:00,920
Yeah, like they're way more PvP.
Right, actually. 

967
00:51:00,960 --> 00:51:02,440
This is less. 
You know what? 

968
00:51:02,880 --> 00:51:06,960
When you zoom out. 
This is AIXPT right? 

969
00:51:07,080 --> 00:51:08,200
Not AIXPT? 
Oh, sorry. 

970
00:51:08,440 --> 00:51:13,000
I I I shared I was looking at. 
It's good though, but I know 

971
00:51:13,040 --> 00:51:15,160
it's. 
Weird, I think here look at that

972
00:51:15,160 --> 00:51:17,400
60 there were there were 
horrific dips there. 

973
00:51:17,400 --> 00:51:20,800
I know now like look at that 
chart that doesn't look like any

974
00:51:20,800 --> 00:51:25,360
other other other charts. 
I just think that the the 

975
00:51:25,360 --> 00:51:29,600
capital on ETH weirdly is like 
just. 

976
00:51:29,960 --> 00:51:34,840
Refane. 
Way and way more supportive and 

977
00:51:36,920 --> 00:51:38,400
right. 
It's actually like even the 

978
00:51:38,400 --> 00:51:40,600
best. 
One charts all have this, by the

979
00:51:40,600 --> 00:51:44,680
way, the salon have this, they 
all have this. 

980
00:51:44,680 --> 00:51:48,760
The salon insurance, this insane
flag -60% that makes you bleed 

981
00:51:48,760 --> 00:51:51,040
out and cry. 
All of them. 

982
00:51:51,040 --> 00:51:53,800
Zero bro fart corn fucking all 
of them. 

983
00:51:54,080 --> 00:52:00,160
All of them go, all of them. 
What's up with what's up with 

984
00:52:00,160 --> 00:52:02,880
the the animals? 
What's up with Mudang? 

985
00:52:03,280 --> 00:52:05,280
So I'm going to say Popcap 
Mudeng, chill guy like these 

986
00:52:05,280 --> 00:52:07,680
have not been like these have 
just not been doing. 

987
00:52:07,680 --> 00:52:10,400
OK. 
Mudeng looks bottomless here 

988
00:52:10,400 --> 00:52:11,520
dude. 
That's you think. 

989
00:52:11,800 --> 00:52:13,480
It's good, man. 
Who is going to get listed? 

990
00:52:13,480 --> 00:52:15,000
Yeah. 
You think we'll get listed by 

991
00:52:15,040 --> 00:52:17,600
bands like I'm almost Certain? 
Too right? 

992
00:52:19,360 --> 00:52:20,720
How could you be bearish on 
Mudeng? 

993
00:52:21,080 --> 00:52:23,200
Oh, the chart like that. 
Look at that like. 

994
00:52:23,320 --> 00:52:25,280
I can't, I can't. 
I had not look at the Mudeng. 

995
00:52:25,280 --> 00:52:27,040
I've never been bearish on me. 
I just don't own it. 

996
00:52:27,040 --> 00:52:31,960
I sold about 450 mil and and now
I look at this this I'm not 

997
00:52:31,960 --> 00:52:33,720
going to I'm not selling any for
a coin to buy anything else 

998
00:52:33,720 --> 00:52:34,640
right now. 
So I'm not going to buy it. 

999
00:52:34,640 --> 00:52:37,080
But if I was like liquid enough 
to buy all the coins, this is 

1000
00:52:37,080 --> 00:52:40,280
what I'm buying 100%. 
So I so there's something to be 

1001
00:52:40,280 --> 00:52:44,640
said here, which is if Solana 
does go to 304 hundred and does 

1002
00:52:44,640 --> 00:52:46,160
like really get going here, 
right? 

1003
00:52:46,840 --> 00:52:49,080
I do think that these meme coins
will do very well too. 

1004
00:52:49,080 --> 00:52:51,280
Don't sit there and be like, oh,
it's one versus the other. 

1005
00:52:51,480 --> 00:52:54,560
What we're really like our 
common entity entity is the 

1006
00:52:54,560 --> 00:52:57,400
vaporware altcoins. 
That's what I think you have to 

1007
00:52:57,400 --> 00:52:59,000
think about here. 
The meme coins hated them 

1008
00:52:59,000 --> 00:53:02,200
forever. 
And AI coins, I think they have 

1009
00:53:02,200 --> 00:53:04,440
a much better product market fit
than most of those coins. 

1010
00:53:04,880 --> 00:53:09,560
Yeah, it's a story, but like, I 
actually think what you're going

1011
00:53:09,560 --> 00:53:12,280
to see here is meme coins and 
some of these AI coins are going

1012
00:53:12,280 --> 00:53:14,400
to be the runners. 
Let's look, let's look at all of

1013
00:53:14,400 --> 00:53:16,160
them. 
I mean even flog at 250 mil. 

1014
00:53:16,160 --> 00:53:19,520
I sent it in the chat and I was 
like, guys, it's not like I own 

1015
00:53:19,520 --> 00:53:21,400
much, but it looks bottom. 
That was to that. 

1016
00:53:21,520 --> 00:53:26,440
That's to see it's got it got 
its dip dude. 

1017
00:53:26,600 --> 00:53:32,400
Like this is an insane dip. 
Yeah, I, I, I mean, I prefer 

1018
00:53:32,400 --> 00:53:35,240
Mudeng to to frog just because 
I'm like, I think, I think 

1019
00:53:35,440 --> 00:53:40,480
Mudeng will get like the big 
listings, but but there is a lot

1020
00:53:40,480 --> 00:53:42,360
of those sort of stories. 
I do think you probably have to 

1021
00:53:42,360 --> 00:53:49,680
pick the best ones because I 
don't I think I think it it it 

1022
00:53:50,000 --> 00:53:51,680
could. 
It's not going to be maybe the 

1023
00:53:51,680 --> 00:53:55,640
same meme coin season that you 
saw the first half of this year.

1024
00:53:55,920 --> 00:53:58,880
No, that's what I get. 
I would reckon. 

1025
00:53:59,320 --> 00:54:02,800
But but I do think they're going
to come back pretty strong if 

1026
00:54:02,800 --> 00:54:06,080
particularly if Solana leads 
this, which I which I'm almost 

1027
00:54:06,080 --> 00:54:11,080
guaranteed, like I mean the 
coins. 

1028
00:54:11,080 --> 00:54:13,480
I really like the coins I really
like here. 

1029
00:54:13,480 --> 00:54:19,600
I mean, you could say to your 
guy could, could, could come 

1030
00:54:19,600 --> 00:54:20,840
back here. 
I still think that the annoying 

1031
00:54:20,840 --> 00:54:23,680
thing about that one is like. 
Maybe a little more usually 

1032
00:54:23,680 --> 00:54:26,480
longer range, right? 
Like it's ranged here for. 

1033
00:54:27,560 --> 00:54:29,080
I think you need someone to list
it really. 

1034
00:54:29,240 --> 00:54:32,280
Again, there's too much about 14
days, so much drama around that.

1035
00:54:32,800 --> 00:54:34,800
Yeah, it needs another ease of 
pain. 

1036
00:54:36,000 --> 00:54:37,960
The risk reward looks looks good
to me. 

1037
00:54:38,200 --> 00:54:47,560
Yeah, I would say, I would say 
MOG looks like an interesting 

1038
00:54:47,560 --> 00:54:49,960
coin here again. 
Bottoms here, yes. 

1039
00:54:51,560 --> 00:54:56,080
Because it's on. 
So it's one of the only ones I 

1040
00:54:56,080 --> 00:55:00,240
think I think it had a really, I
mean that has literally dropped 

1041
00:55:00,240 --> 00:55:06,200
50% in the space of a month. 
And I think that's, that's an 

1042
00:55:06,200 --> 00:55:11,200
interesting one. 
I think Pepe like part of me 

1043
00:55:11,280 --> 00:55:14,640
wants to sell everything and 
just go along 20X Pepe and just 

1044
00:55:14,640 --> 00:55:18,200
be like this is this is going to
go. 

1045
00:55:18,760 --> 00:55:23,040
I really think that one that 
again has dropped 30%, some of 

1046
00:55:23,040 --> 00:55:28,160
that decent ish time to get back
in. 

1047
00:55:28,800 --> 00:55:32,680
Obviously I have Epic, but 
there's a lot of I think, I 

1048
00:55:32,680 --> 00:55:35,560
think having lower cat bags. 
I think there's some really 

1049
00:55:35,560 --> 00:55:37,840
good, there's some really good 
big coins. 

1050
00:55:38,080 --> 00:55:39,720
Basically what I'm trying to 
say, which is I think 

1051
00:55:40,080 --> 00:55:44,120
interesting and I think Mudang 
obviously I love out of the 

1052
00:55:44,120 --> 00:55:50,440
Solana coins. 
What else do I like and then in 

1053
00:55:50,440 --> 00:55:53,480
this, in these coins like my 
honest view is that we are in 

1054
00:55:53,480 --> 00:55:57,800
the next two weeks or next three
weeks we will get tier one 

1055
00:55:57,800 --> 00:56:00,760
listings for virtuals and Go. 
So I think, I think Go is going 

1056
00:56:00,760 --> 00:56:05,360
to go back to a billion. 
I think 4 point easily. 

1057
00:56:05,800 --> 00:56:10,600
I think that no giga. 
No Giga Giga looks very strong. 

1058
00:56:10,840 --> 00:56:14,520
Brother Murad, you know what? 
And though like, like you were 

1059
00:56:14,520 --> 00:56:16,960
seeing like everyone dunked on 
AI, like he's going to dunk on 

1060
00:56:16,960 --> 00:56:20,920
AI on the dip, there was nobody 
getting dunked on more than 

1061
00:56:20,920 --> 00:56:23,640
Murad during the holidays. 
No one. 

1062
00:56:24,120 --> 00:56:27,480
And look at SPXI, got it. 
I'm going to give the guy his. 

1063
00:56:27,480 --> 00:56:28,200
Credit crazy. 
Yeah, his. 

1064
00:56:29,000 --> 00:56:30,160
His quote you got to give the 
man. 

1065
00:56:30,160 --> 00:56:32,480
That means look, alright, you've
got to give. 

1066
00:56:32,880 --> 00:56:35,680
The man not all of them like he 
said he did say all falls back 

1067
00:56:35,680 --> 00:56:38,760
to SPX and Giga and because the 
rest do not look good bro 

1068
00:56:38,760 --> 00:56:41,760
Retardio and all that stuff they
they don't look good bro like 

1069
00:56:41,880 --> 00:56:43,480
lock in. 
From the top. 

1070
00:56:44,400 --> 00:56:47,040
They actually don't, but you got
to give the man his frequence, 

1071
00:56:47,800 --> 00:56:49,400
yeah. 
They got listings. 

1072
00:56:49,440 --> 00:56:51,440
I didn't think they'd get 
listings what they have. 

1073
00:56:51,440 --> 00:56:55,560
SPX and Google look look decent.
APU is that really bad 181 from 

1074
00:56:55,560 --> 00:57:01,320
400 is bad Bitcoin 177 from 300 
plus retardio 75 from 250 mil 

1075
00:57:01,600 --> 00:57:05,760
locking 43 mil from 120 mil mini
and is what's 50 mil and USA is 

1076
00:57:05,760 --> 00:57:09,360
at 18 mil from like 60 mil so 
forget it like but he did see it

1077
00:57:10,480 --> 00:57:12,120
right? 
He did see it. 

1078
00:57:13,520 --> 00:57:17,080
Yeah, the so I think that's 
interesting, but my honest view 

1079
00:57:17,080 --> 00:57:19,280
is that these AI coins are the 
ones like I can't get. 

1080
00:57:19,280 --> 00:57:21,240
I think those have good risk 
reward is basically what I'm 

1081
00:57:21,240 --> 00:57:25,960
trying to say like I think mock 
go back to like whatever nought 

1082
00:57:25,960 --> 00:57:30,720
.03 the risk reward is that they
don't live they're going to go 

1083
00:57:30,720 --> 00:57:34,120
down because they held up pretty
well during this annihilation of

1084
00:57:34,120 --> 00:57:37,720
meme coins. 
Do I think they do a 2-3 XI 

1085
00:57:37,720 --> 00:57:39,520
think that might take a little 
bit more time. 

1086
00:57:39,520 --> 00:57:44,360
Do I think that that AI16Z or 
one of these other coins which 

1087
00:57:44,400 --> 00:57:47,320
is being treated like an L1 
could go to 10 billion? 

1088
00:57:47,760 --> 00:57:49,160
I think that could happen very 
easily. 

1089
00:57:50,000 --> 00:57:52,840
So but but but the risk of war 
there is way more dangerous. 

1090
00:57:52,840 --> 00:57:54,000
It's what basically what I'm 
saying. 

1091
00:57:54,320 --> 00:57:58,160
It's like they can go down 3040%
actually in a day. 

1092
00:57:58,320 --> 00:58:03,840
And I don't see Mudang or or 
even chill guy or I don't see 

1093
00:58:03,840 --> 00:58:06,520
any of that happening to any of 
those coins, those mean coins. 

1094
00:58:06,520 --> 00:58:09,400
So the risk reward we're sitting
there going like, I don't want 

1095
00:58:09,400 --> 00:58:11,240
to lose money, but I want to 
have upside. 

1096
00:58:11,520 --> 00:58:14,080
Maybe some of those mean coins, 
which look, which held up really

1097
00:58:14,080 --> 00:58:18,760
well during this last month or 
at least the last few weeks are,

1098
00:58:18,760 --> 00:58:20,880
are, are good. 
And if you want to have some 

1099
00:58:20,880 --> 00:58:24,040
upside, then I think we're about
to see. 

1100
00:58:25,720 --> 00:58:27,880
Yeah. 
Well, obviously I've said, yeah,

1101
00:58:27,880 --> 00:58:30,720
I would be buying these things 
that just got listed by Binance 

1102
00:58:30,720 --> 00:58:33,840
on dips particularly. 
Yeah. 

1103
00:58:34,560 --> 00:58:39,480
And the ones that I think look 
clean to me are Go and Far Coin.

1104
00:58:40,000 --> 00:58:43,680
I think they look really clean. 
Like Far Coin could go to two 

1105
00:58:43,680 --> 00:58:45,640
here. 
I think Go could go to to a 

1106
00:58:45,640 --> 00:58:49,440
billion very easily. 
Yeah, that's, that's a good 

1107
00:58:49,440 --> 00:58:51,160
call. 
I think I'm on a release the 

1108
00:58:51,160 --> 00:58:54,080
Faroque List for 2025. 
Should I do that? 

1109
00:58:55,160 --> 00:58:57,480
It's really dangerous. 
I they asked me for a list and I

1110
00:58:57,480 --> 00:59:01,720
was, but it's like on Monday, 
but you got to have a list. 

1111
00:59:02,160 --> 00:59:05,800
The all coin, all, all coins 
just aren't for a year. 

1112
00:59:06,360 --> 00:59:10,600
You go to just like move back to
JLP at certain at certain times.

1113
00:59:10,600 --> 00:59:13,640
Whenever you make money, you 
make like you're up a ton if fat

1114
00:59:13,640 --> 00:59:17,080
coin goes up 50%. 
So a little bit put something to

1115
00:59:17,080 --> 00:59:19,880
JLP like no, but you like you're
never going to lose that much 

1116
00:59:19,880 --> 00:59:20,520
money. 
Yeah. 

1117
00:59:20,600 --> 00:59:24,680
That's sorting to an asset that 
earns like some some, you know, 

1118
00:59:24,760 --> 00:59:27,800
you can cash into also like some
like some Ethereum protocols as 

1119
00:59:27,800 --> 00:59:30,560
well. 
You know, just like all the 

1120
00:59:30,560 --> 00:59:32,560
Avenue and like Aetna and like 
stuff like that. 

1121
00:59:32,560 --> 00:59:34,840
That's a good, good place to to 
cash into. 

1122
00:59:34,840 --> 00:59:36,680
Personally speaking, like this 
cycle, man, though I'm cashing 

1123
00:59:36,680 --> 00:59:39,080
into Bitcoin and USD, but it's 
going to be mostly Bitcoin. 

1124
00:59:39,080 --> 00:59:42,840
I think the cycle like towards 
later down 'cause I like Bitcoin

1125
00:59:42,840 --> 00:59:47,040
here. 
I think that is, I think that is

1126
00:59:47,200 --> 00:59:52,080
the one. 
Benny says it's 2016, not 2021 

1127
00:59:52,560 --> 01:00:00,040
that we're not bullish enough. 
Damn, you guys should be 

1128
01:00:00,280 --> 01:00:01,720
anyways. 
All right, let's should we pick 

1129
01:00:01,720 --> 01:00:05,960
a winner? 
Let's pick a winner. 

1130
01:00:08,880 --> 01:00:10,720
Damn. 
I'm looking for some like, yo, 

1131
01:00:10,720 --> 01:00:14,920
show me some small cap AI coins,
y'all, DM me, Show me some small

1132
01:00:14,920 --> 01:00:16,360
cap AI coins. 
Don't, don't DM me. 

1133
01:00:16,360 --> 01:00:17,800
Actually, please, I won't check 
my DMS. 

1134
01:00:18,920 --> 01:00:21,440
Make sure you just just tag me 
on the timeline tag. 

1135
01:00:22,440 --> 01:00:25,640
Fill me some like 10 to $25 
million AI coins. 

1136
01:00:25,840 --> 01:00:27,680
How's that? 
How's that for request? 

1137
01:00:28,640 --> 01:00:30,480
I'm buy all of them, buy 
everything. 

1138
01:00:31,160 --> 01:00:33,560
Well, you know what's crazy is 
that virtual stills looks good 

1139
01:00:33,560 --> 01:00:38,000
here, even after going to $5 
billion. 

1140
01:00:38,880 --> 01:00:40,920
That's the craziest thing. 
It's isn't. 

1141
01:00:40,920 --> 01:00:42,480
Great. 
Like isn't it? 

1142
01:00:42,480 --> 01:00:45,080
Isn't it just taking a step 
back, Isn't it fucking amazing 

1143
01:00:45,200 --> 01:00:48,720
that these coins started at such
low market caps and that we 

1144
01:00:48,720 --> 01:00:54,640
haven't had to come in and buy 
them at like 5 billion or we've 

1145
01:00:54,640 --> 01:00:56,000
had to like, AirDrop farm for 
them? 

1146
01:00:56,000 --> 01:00:59,240
Like the winners of this AI 
cycle, at least so far, have all

1147
01:00:59,240 --> 01:01:01,200
been. 
They've all started really low. 

1148
01:01:01,600 --> 01:01:03,680
Like, you could have gotten 
literally every single one of 

1149
01:01:03,680 --> 01:01:05,640
them. 
Yeah, it's a complement, but it 

1150
01:01:05,720 --> 01:01:07,200
was like covered. 
Virtuals. 

1151
01:01:07,600 --> 01:01:10,320
We covered virtuals on the show 
with like 50 million, dude. 

1152
01:01:11,200 --> 01:01:13,360
Like we covered all of it. 
Not that they're about not as 

1153
01:01:13,360 --> 01:01:15,120
different. 
We covered it at 50 million. 

1154
01:01:15,440 --> 01:01:17,520
We covered at 50 million current
market cap. 

1155
01:01:18,800 --> 01:01:22,680
The current market cap of yeah, 
so about 100, it's just over 100

1156
01:01:22,680 --> 01:01:25,600
I think it was. 
OK, what's 5 billion now I'm. 

1157
01:01:28,520 --> 01:01:32,880
Not I'm with you. 
I'm just telling you 50XI mean 

1158
01:01:32,880 --> 01:01:35,120
we were talking about we were 
talking about all of them just 

1159
01:01:35,120 --> 01:01:35,960
said they didn't buy all of 
them. 

1160
01:01:35,960 --> 01:01:39,120
But fuck, I I'm I mean, look, 
honestly, I think I'd be like 

1161
01:01:39,120 --> 01:01:42,760
really depressed if I hadn't 
like full ported for a coin, you

1162
01:01:42,760 --> 01:01:45,400
know, But that was a that was a 
great call. 

1163
01:01:45,400 --> 01:01:46,880
Great. 
Great call to have myself on the

1164
01:01:46,880 --> 01:01:47,720
back here, that's for sure.
