Yo-yo yo, sorry guys. It's just I just find the using
door handles so funny. Like I'm still laughing like
like bro like I read user names every morning on the show right?
Like I shout people out before we start and I'm like what up
door handle like oh, I almost want to give him the spin
through it. I just for that I'll just die.
I'm not going to do it, don't worry y'all.
But I was like, oh fuck, sorry. I I'm like, oh, I didn't smoke
weed today. I'm just I'm just laughing to
this is so funny. Oh my God, I'm just happy
anyways. Yo-yo, yo, what up?
What up? Electric start to the show.
Bro the guy's using name is door handle.
I don't get it, like like I've seen all sorts of music names in
four years in this space. I go like, yo, babe, I'm talking
to my friend like, you know, I don't know, like I don't know,
like like I don't I don't like NFT Doo Doo, you know, or like
I'm talking to my friend like pinstripe Gator, you know, like
I'm talking to my friend like I suck at this or MP boogie.
This is like, yo, what up? What up door handle?
Oh my God, I'm fucking crying bro like I don't get it.
I I sorry, I is usually his door handle.
I said please, if there was a door handle meme corn right now
would be going crazy on it like I don't know.
Oh my God, Oh my God, it's am I like we're sorry, am I not?
Is it not funny? Like am I like redacted excuse
his door handle anyways, sorry, door handle.
I mean, dude, please come up on stage if you want just explain
to me the name. The, the, the, the, the, the the
thought process behind the name. Like, you know, it's like rat
guy, you know, like door handle, like 10,000 door handles minted
on the Solana blockchain. Oh my or a billion, you know,
tokenized door handles. Anyways, OK, hold on.
He's requesting to speak. I I got and his username is is
his bio says the Saudis are buying.
Yo, what's up guys? Yo sorry dude, how did you come
up with door handle like he's so good.
Yeah, my, my last name is Doran. So my boys when I played hockey
called me door handle. There you go.
Are you a fellow fellow Canuck? I'm not a fellow Canuck.
Who's your favorite hockey team? Winnipeg Jets.
OK, that that's OK. OK.
So you fellow Canadian, I like that.
All right, Dora Handle. I hope you have a wonderful day,
brother. That's all I wanted to know.
Thanks. Bro.
You guys too love the show. Thank you for listening all
right, y'all right seems just kick back the little song so I
can do my GM shit and start over.
I'm sorry y'all like I kind of all right yo-yo, yo-yo, yo, what
up, what up? Good morning.
GMGM Tuesday, November 19th,
2024. Look at that.
There you go. It's not a beautiful day to have
a beautiful day. I got my coast in the house.
Kyler Mendo. Good morning boys.
I don't say alright. I need so much throat sweet.
Good throat time and smoking much these days man, I swear to
God. Oh man, I cut all the alcohol.
I'm week 8 and I and I'm like I caught even the wheat by like
50% or more. I'm like fully locked into the
cycle. Mandel, Tyler, how you guys
doing today? Good morning.
Doing amazing, how are you? I'm great, as you can see, I'm
the greatest ever. Tyler, how you doing this
morning? I'm good.
Yesterday was a nice day in the markets.
Excited to run it back. It was yesterday.
It was a very, very, very it's been a great couple of weeks in
the markets. You obviously love to see.
I mean waking up every day seeing 9 in front of Bitcoin.
I mean, can you really be in a bad mood right?
Like it's like you wake up every day like okay, okay, Bitcoin
always Bitcoin today 09 it's OK, OK, nice and seeing people freak
out every time it's like 8889.8. It's also funny.
Anyways, today on the show today today market report.
We got Mendel back today, so we'll be running through some
market see what see what's up with you see what you're
thinking about everything. I mean, Solana 240 Theorem 3100
BTC 92K. You'd love to see that main
course absolutely ripping this morning.
What else? Tyler's top 10,100 thousand,
1,000,000, whatever. It's like it's gone crazy at
this stage. We can't even cover all this
topics. That's how crazy this has
gotten. So let's go through Tyler's
topics of the day, Daily News, macro market, all that good
stuff Tuesday. You know, the drill is every
time there's going to be a code, the code is, you know, might be
my favorite coin of the cycle so far.
So you'll see, you can start guessing if you want.
And then, and then last but not least, this show is powered by,
by, by Galaxies. Why don't we just save this
thing? There it is.
With seamless built in monetization tools, Galaxies
enables development of sustainable long term
communities, fulfilling Bitcoin's vision of the
centralized freedom of independence from centralized
control. Check them out.
Don't be at our Basel with us. I met the Galaxy's team
yesterday after the show. They're awesome.
We'll be working with them more. So definitely show them some
love. Give them some love for
supporting the Boys and I Galaxies XYZ.
Without further ado, Mando, let's see what you think about
this market. Can you dig it?
Yeah, GM everyone. So given it's macro, Mando, I
guess I'll take a little step back.
It has not been the greatest few days for macro.
You did have a little bit of a pop in the NASDAQ yesterday just
because Tesla was higher mainly and that was on the back of some
some news that Donald Trump was going to focus on self driving
regulation when he came into office, which people like the
Tesla. Tesla is now trading at 340,
which is kind of a wild move since the election.
I think it was trading around 200 ish just before the
election. Yeah, on October 23rd it was
trading at 2:13. So big move there, but we have
seen that. We have seen that like the
Russia, Ukraine, US situation is starting to heat up a little
bit. So what happened there is
Biden's been doing a few different things on his way out.
Now, there's a bit of tip of tat here that launched a pretty
large scale attack on the Ukrainian energy infrastructure
a few days ago. And if you don't know, Ukraine
is very cold in the winter, unbelievably cold and largely
looking to try and like destabilize it, really, really
destroy it. In response to that, the US
allowed Ukraine to fire US made rockets, missiles even into
Russian territory. Now this is a big, big change.
They have stopped them from doing it so far.
And we see these are like Gen. 1 missiles that this and this
morning the first of those missiles hit a Russian region.
Remember, Ukraine also currently holds very small area of Russian
territory as like a tit for tat versus Russia.
In response to that, there's been a lot of rhetoric coming
from the US, coming from Putin around lowing the the the strike
threshold for a nuclear attack and people just getting a little
bit more worried about that, that this had been spoken about
maybe 18 months ago. There was talk about like
tactical nukes being used, that sort of stuff.
But yeah, basically Ukraine is now firing US rockets into
Russia, and Russia in response, has said we are lowering our
threshold for nuclear strike. So on the back of that, stocks
are lower, particularly in Europe.
Also in the US, they're not like that much lower, but they're
lower. And some of the like the safe
haven stuff is starting to bounce again.
So gold's at a one week high. The dollar's strong, all this
sort of stuff. So just don't be aware of it.
Feels as though we might see a little bit more of this from
Biden on his way out. He's like he's doing a few
things it seems. So let's see how that one that
one develops. But you know, normally in this
in in that war, it's largely ground to a stalemate over the
winter because you don't really mount attacks on each other
during the Ukrainian slash Russian winter.
So you only have a bit of a stalemate, but this is
definitely an escalation kind of from from both sides and and
kind of I don't know if it lays the groundwork for Trump in in
any way. Like it's definitely, it's
definitely heated up, let's say that that conflict.
So yeah, a little bit of worry about that.
Largely the big the big story away from that today is that
it's NVIDIA earnings. It is a very quiet week for data
this week, basically nothing major.
So it will just be in video earnings to see what see how
well they've done. They always crush earnings.
So let's see. Let's see.
Yeah, yeah. Look, I think it can.
I think it can keep going. Wow.
Pretty clearly it can keep going in my opinion, as can a lot of
the Magnificent 7. But let's let's let's see if
this this Russian news, of course, there's any, any
instability in the in the short term in terms of crypto Bitcoin
kind of shrugging off all of that again, remember, it also
has that safe haven bid so. So crazy bro.
Up to 92K Not really this is its fourth day.
Well it's it's yeah, just not really having a sell off right.
I think people thought when it's.
Really. There you go.
Yeah, I thought people people thought it would have a bit of a
sell off when it got to 90K and it's just really strong, which
is a good sign. Bitcoin dominance is still above
60%. If it's doing OK, 3100 Solana's
obviously been a much stronger Solana, but it's.
Funny anymore? The ETH thing.
Yeah, it used to be funny. This is still funny.
Yeah, well, SOLPA, highest ever weekly total economic value last
week absolutely smashed its last record.
Oh, this? Damn.
You know what everyone is doing in this space right now, which
is meme coin trading and and that is wildly skewed towards
happening on Solana. So yeah, they're all kind of
doing victory laps. I think totally put out a road
map yesterday of like 2 lines for Solana.
But there was in terms of the I guess digging down into a little
bit more, there was a little bit of flood today that California
has come out and said that Lido which is a Dow can now be
classed as a general partnership.
This which means that people within the partnership can face
prosecution for what it does. No, it's California, man.
It's not a real place. Which is kind of a wild thing
for them to do. Real place.
Micro strategy still buying bought 4.6 billion that's a huge
buy yesterday over the last few weeks that's at that's one of
their biggest ever and wants to buy is is raising another 1.75
billion to to buy more. You have the Black Rock ETF
options that are coming out today.
Finance launched a stable coin product at 20%.
AP wise, they're calling it not a stable coin, but it is
basically they're trying to say it's a stable coin.
It's actually very similar to, it's very similar to JLP or HLP.
It's basically the liquidity token of their perp protocol.
So you'll benefit from like liquidations and stuff.
So interesting. You can only access it in places
where finance allows futures or is not covered by Mika.
So only a few places there. I don't know if there's any
other big stuff. I think that's that's kind of
the big stuff, more the esoteric stuff I think Tyler will cover.
But yeah, those are those are the big things.
OK. OK.
That's, that's a good breakdown. I didn't realize that the
California thing actually decrypt covered that.
So if anybody's curious about about this one, you can check it
out. It's 100 real place, bro.
It's crazy. All the Microsoft is crazy too.
Like what's Biden doing on his way out?
It's like all right. It's like you weren't in there
for the last four years now all of a sudden trying to do shit
anyways, hoping it's like it's like it's over, right?
Like it's like the the elections passed.
Haven't even finished counting votes.
Guys. That's one thing I realized last
week. Trump was made.
Trump was actually officially president-elect as of Yeah.
OK, cool. I was wondering because I was
wondering why I was taking so much, so long to finish counting
votes, but I don't know. That's that's a Tyler question.
All right, well, Mando, that's that's a good round up on the
markets. Look, we're looking really good.
Our memes are looking pretty good.
Life is great. So and the market's going to
continue. So we're going to say Tyler,
Tyler, Tyler. All right, let's go through this
topic. See what you got for us.
Tyler D on FOMO our cause the kid.
Can all right our top story a potential $375 million AirDrop
is headed our way thanks to magic Eden we'll talk about more
of that in a bit Mando grabbed a lot of my headlines I won't
repeat them here. A few others, Trump's Media
Group is reportedly in talks to acquire crypto trading platform
backed backed, which provides SAS solutions for crypto
ownership and trading. Trump also planning to meet with
Coinbase CEO Brian Armstrong to discuss his cabinet
appointments. There's been a little bit of fun
and concern circling the last few days around who he might
pick to be Treasury Secretary and what that might mean for
crypto. So keep your eye on that and
protocol news. We saw Radium with 50% more
trading volume than Uniswap in the past week, 30 billion
compared to 20 billion, so significantly ahead Uniswap in
volume while still trading at 1/3 of their value.
Looking at FTBS, we saw Wasabi at bunk trading with up to 6.9 X
leverage. Nice day with with Bonk moving
up here this morning and memes and NFT news.
Memecoin majors mostly green this morning.
Some major drama did hit overnight in the AI sector with
AI16Z and Eliza tokens LED it to some total chaos in the AI
markets. Perhaps we'll get into that here
in a in a bit. That's still settling.
We saw Zero Bro hit a new all time high at 440 million.
The D side tokens did retrace after having a major run all
through the day yesterday. One of the flies died so so be
careful when the flies die, it might be a sign to exit some of
your position. Backed chill guy.
Kirby were all big meme winners of the day.
Kobe in some replies shared that he's been buying memes.
He didn't give out any tickers but he basically did.
He alluded to a lot of the tokens like MOG and Kirby was a
big winner because of that. Yes and and he did allude to MOG
much to my chagrin. And in in NFTS Ethan MTS were
mixed with pudgies up to 11.9. Very nice day for the pudgies.
And then Runes leaders are green again.
Man dog hit 840 million, market cap up another 17%.
Pups hanging out near 400. Cypher another big winner.
It was up 30% on the day so runes up a bit.
Absolutely love to see that there's a few things just wait
the theorem NFTS Thank you Tyler yesterday, so I pick one of
Tyler's words every day and I make it an NFTS post the extra
just so you all know the Bitcoin NFTS post did did 1500 likes and
140,000 views like this is like free engagement for your boy
here once a day one through the day one thing NFTS like insert
word and if we're trying Ethereum NFTS see there's
there's actually still anything going on and we'll see it in a
minute. I want to talk about NFTS and
more in depth because I want to talk about Pudgy, the balance
ruins and all that stuff and magic at the same time.
But I do want to stop by quickly on the Trump thing because I saw
that yesterday. I didn't dig in though.
So what exactly is this backed stuff?
And again, just shows that it seems like Donald Trump, at
least the businessman and his team are heavily, you know,
skewed towards crypto here. Yeah, I didn't have a chance to
to dive in super deep into back. So they are an American based
company. They're in Alpharetta, GA They
provide software solutions to enable crypto ownership and
trading. So they are a crypto trading
platform, Trump's Media Group and and talks to acquire them.
I think that certainly is an interesting move ahead of you
know, whatever is happening with World Liberty Financial.
So I have to assume perhaps that they're tied together in in some
capacity. But American company, so betting
on crypto in America, I think perhaps more impactful for all
of us is, is this Treasury Secretary choice.
And it does look like he is at least soliciting some advice
from Brian Armstrong. I know Ryan Sulcus has been all
over this one and he's got some concerns.
I think one of the, so the early, the early winners, early
leaders in this battle were, were both very crypto friendly.
And now it's like there's a new candidate and I'm kind of
forgetting all their names. So we we might have to.
I think Decrypt has an article on it.
As well. Yeah, we have an article that
was actually picked up by New York Times and Google yesterday
like it was really, really big because of I forgot what it was.
There it is. It's this one.
Trump living away from pro Bitcoin picks for Treasury
Secretary The issue appears to be personal drama of a
development can nonetheless have a major impact on the Treasury's
digital asset outlook. So I don't, I don't really know.
It's Scott. So Scott Bessent and Howard
Lutnick were the the choices and I think they were both pretty
crypto friendly. And now it looks like a new some
of the new candidates he's talking with are like are like
had like pro CBDC positions it. Looks like there's beef.
The issues appear to primarily be interpersonal, according to
the report. Lutnick, who also runs Trump's
transition team, has aggressively lobbied to have
himself appointed to run the Treasury and has denigrated the
sense fitness to occupy the position as a means to elevate
his chances. It looks like looks like they're
beefing. That's what's happening.
Right. And this guy, Kevin Warsh now,
who's a a new front runner potentially has previously
praised CBD CS And there's there there's some concerns about
what, what kind of policy they would enact, which is a problem,
right? Because I mean, at least for CT,
everyone was mega pro Trump as as good for crypto.
And we're already saying that that might not be the case.
But we we also it is a mixed day of news, right, Because we also
saw Trump acquire crypto or looking to go.
So I think it it's it's probably a little too soon to to raise,
you know, to get too concerned, but this choice is, is
definitely going to be 1 to watch.
Yeah, definitely, definitely want to watch the back stuff.
I wanted to go over because it's very interesting.
I mean, if there if this company's going to acquire like
a crypto trading exchange and on the on the the word Liberty defy
side, they're going to launch a, a, a, a stable coin.
I think. I think it's it's starting to
get really, really interesting here.
Did we lose dollars at me? Oh, you're here.
OK, sorry. I think it's my Wi-Fi is still
playing around here. So anyways, so there's that.
Anyway, so that was a news on the Trump side.
I thought that was super interesting.
I mean, look, it can only be bullish if the president-elect
is not, not only launching a fucking coin and A and a
protocol on the theorem and on top of that, you know, buying
crypto exchanges, right? So, so I absolutely love to see
that. Anyways, the other news was
Magic Eden. Magic Eden Boyd Logan wrote an
article yesterday on the crypt. Of course, it was based on the
whales market. I'd be worried wary of just
following the whales market. Of course, we've seen how that's
happened for us before. But the headline was nice was
magic Eden traders set to receive $312 million worth of
AirDrop of Emmy tokens and AirDrop.
Look, we don't have details on the on the diamonds yet.
So tread lightly when it comes to like the headlines and stuff
and the numbers being thrown around.
But I mean, Carla, it's some good news.
Really good news. So yesterday we got the official
tokenomics from the Magic Eden Foundation of around the
upcoming ME token AirDrop. A few quick details. 1 billion
tokens overall. The initial AirDrop claim is
going to be 12 1/2%, so 125 million tokens.
The community is going to get about 38% as well down the line.
The team is basically keeping 50% for themselves and
contributors and sharing 50% with the community over the next
four years. So that's the split, 5050 split.
We still don't know the details of the conversion of diamonds to
tokens. That's the still the big
question out there on everyone's mind.
But the reason for some additional excitement and the
splashy headlines here is the Emmy token did triple in the pre
market trading yesterday. It did go from about a dollar to
$3.00. And of course, take this with a
grain of salt. You know, we've seen where other
tokens have traded and typically they've they've come out about
50 to 60% lower on actual markets than they have on pre
markets. But still, I mean, even if
that's the case, you'd still rather open 50 to 60% lower than
$3 than $1.00. And there wasn't decent volume.
It was like 200,000 in in trading volume on Wales.
So you know, at least a a bit of action yes in two 228,000 on the
the day that was enough to move it up 180%.
So that tokens trading at $2.90 pre market right now, which
would be a $3 billion FTV. That's that's an interesting
number that's a bit higher than I probably would have projected
Magic King to come out. But I feel like I'm also
anchored to these bear market air drops.
And I guess we haven't really seen a a true or like bull
market AirDrop in a while. So and maybe this is one where
you kind of throw some of the valuations and logic out the
window a little bit. Maybe it's true.
I mean, this is like FDV is back to being total meme, right?
Like what do you think, Mind on this me AirDrop?
Like could this be like the AirDrop like a la 2021, like
something that just goes absolutely insane?
We know they have big events coming up, so it's like I wonder
what's going to happen there. But what do you make of the
magic eating AirDrop and everything on that in that
sense? I'd like that team.
Let's see what happens. I don't think it's not like NFT
marketplaces are the hottest thing this cycle, but but I
think it's it'll probably benefit people who've been in
NFTS for a while. The best and I think the the
real growth thing for them is the Rune slash ordinals
ecosystem, which they kind of dominate.
So if they can get that more liquid, then I think people can
get super bullish on it. It seems like they're they're
looking to lean into more liquid token trade and some of the
recent updates seem like more than just rooms like they they
want to expand. So I think that's that's where
you can get a little bit more potentially bullish on them.
I agree. And I was looking at the the the
metrics on TX. So here again this morning over
the last six months, Magic Eden 56% market share.
All right, I'm sorry that that's a lot.
Let me let me pull this up again.
Yeah, so they are #1 in volume over the last six months with
34% overall market share across all chains, Blairs #2 Open seas
#2. They're actually questioning it.
What's the website again, Tyler? TXOT i.e.
XO com they've got good. Yeah TXO com yeah so it's a good
website to see all this all the stats they're absolutely fucking
killing it I mean there's no. Has anyone been watching what's
going on with the AI coins over the last 20?
Four hours. Yeah, I, I was going to ask that
as well. Like so, so the magic eating air
drop, that's that. I was going to ask you if you
know what's because we also got a question in the, in the, in
the, in the comments just about like this whole like what the
hell happened overnight with AI16Z and Baifu?
I don't know. I even even looked it up.
I've been too busy since I woke up.
I've no clue what's going on. Like, I just know there's beef.
Even I catch up with it like it's kind of a bit strange.
So the AI16Z is a, you'll see. It's a Dow.
It's like an investment, Dow talked.
About yesterday like it went like 500 mil or something.
Right, that invests in or kind of slot half incubates new AI
tokens and one of the first tokens that they were that they
were kind of incubating token called Eliza.
But it was like, I don't think they created it in some way like
it was not actually linked to the original team.
It was like more made as like almost like a fan token named
after the the like they are trying to launch like various
different protocols within AI and when the their main
framework is going to be called Eliza.
So someone created an Eliza coin, but it wasn't like theirs.
So then they made their own one and they didn't give it to the
investors of AI16Z or something like that.
Anyway, AI16Z token like dropped 50%.
Oh, actually you've done it. Yeah, yeah, this is it.
And then kind of both ones have now the like the original 1
dumped but then has rebounded back to like an all time high
and then the new one has also run up.
So it's kind. Of a little intense for me.
Some wild action like I was scrambling to catch up this
morning that V shape recovery on on the Eliza.
So I think a few things are happening.
I think there was also perhaps the piece I'm missing is if
they, if Shaw, so Shaw's the, the head of AI16Z and that token
has kind of become one of the majors in the AI sector and it,
and it's more of just the Dow. It's kind of like they're
becoming a launchpad. They're they're, they're doing a
whole lot of things. Any coin that Shaw would mention
or the AI16Z would endorse would just instantly rocket.
We saw them hit a new all time high yesterday at 500 million
before all this came out. And then it looks like he was
just kind of frustrated with like either the V Baifu team and
or the the Eliza token that got launched before.
So they launched their own, their own ended up running to it
ran up 75,000%, hit like 100 million, the OG crashed and then
the new one rebounded. And now they're kind of fighting
back. So it's become a very like PvP
situation. They did say they're going to
AirDrop. They took a snapshot of the OG
token holders and they're going to be gifting them I think 10%
of the nude Balkan it it's messy.
I don't like this stuff. The the from an AI 6 so I I
bought the I'll I'll disclose. So I I bought I woke up and
bought the AI16Z dip so I was there.
I mean, this is great. Yesterday I was thinking about
buying at 4:40 so when I woke up and saw it at 270 it it seemed
like a a strong buy. This feels like fun.
They get past to me. I think the movement's still
bigger. I think when it was Zero Bro
though, right? Because Zero Bro on the same
night announced its own AI agent protocol, right?
So they swooped in and basically announced we're going to be
doing an AI agent protocol, not not a Dow.
Oh God. Launched their own thing which
is similar. To the holy moly.
And that hit nearly 500 million. Oh.
It hit it actually. Yeah, Now holding at 400
million, the same time that Andy went on Thread Guy's stream and
did, I did, thought a great, did a great job.
Spoke about like. Go, he basically said the
outlines for Go. So I think he's like, they're
going to announce like a some sort of governance of the tokens
that Go had. They want to, he was indicating
that they want to put them into like an LP so it creates yield
and then therefore can basically make funds for GOAT to continue.
So he would be one of the main LP's of this basically.
So and then he just talked about the future of AI and it seemed
obviously all the classic bullishness stuff like we're so
early, all that sort of stuff. But it does feel like they're
going to be upgrading it. He was like, this is only 10%.
It does only 10% of the things that current models even allowed
to be capable of because it's it's actually using the ChatGPT
2. It's not using the 4.0 model.
Oh wow yeah. So he said like even if we
upgraded it tomorrow, like it would have massive, massively
higher capabilities. But I think my main take away
from it was like, it's actually more, I don't know the way that
he's describing it, it's very human like, like even like he
like Annie seems to be having like regular conversations with
it. So and obviously it has its own
inbuilt memory, which most AI don't, right?
They don't, they don't really have any memory around them.
So it's weird, like the way it's more the main, main way, main
take away from this is that Andy seems to be treating this like a
you would treat a human. And it seems to be like acting
like that. I'm not saying it's like
sentient in any sort of way, but it's interesting to see someone
speak about this as if like it's like a like an actual person.
So cute how you speak about goat.
I got to go, but it's. So cute.
You know, it's it's very cute the way you speak about goat.
OK, I guess that stream went well.
I got to go back and watch it. I didn't I didn't get to see it
so busy yesterday Money is erect, but OK, that's that's a
good breakdown. So zero bro seems to seems to be
the leader leader here on the AI front.
I. Missed that.
I think that that took a huge put a huge dent in VI Baifu
Dasha as well. So Dasha had run up to 200.
That's the AI Launchpad, yeah. I saw that.
Talk 3493 had launched on and some others.
It's 115. I'll still and no coins because
I say every time I have a coin on the show before I if I have
it. I still have no far coin, but I
still prefer that one over every single one you just named.
You've got some entry options. I got entry options I actually
missed. You know what I'm going to do
with this one because you can see it Wicks down a lot like and
it gets bought out. I'm just going to put stink bids
on and then if they hit, they hit.
If they don't hit, I'll just I'll just celebrate you guys,
you know what I mean? But like, I just I just think
it's I don't know, like there's none of this crazy shit.
You know what I mean? Like, because these AI agents
like let's talk about it for a minute because I saw a tweet
from Beanie this morning. Beanie who was like actually put
his account on private curious and he said, so here's his take,
right? Like, and I'm not saying I
agree. I just want to read the take.
OK, just quickly before I do this because I'm being screamed
at by Sims in the back of skinking Sims.
The code today is sole Sol sole like the sun or the best coin in
the space. So anyways, check it out.
Rafflebots dot XYZ rafflebot dot XYZRAFFLEBOT T dot XYZ.
Every Tuesday, Wednesday, Thursday, Friday, we give money
away. Shit, I need to do the loot box.
Oh my God. OK Tyler, you're going to have
to speak like 5 minutes straight because I did not prep the loot
box at all. So you go there, the code is
Sol. Every day we give away minimum
2K maximum like 120 bands every single day, month, four days a
week. We've given $1.2 million away
since since Feb. So you know what?
I'm not a bunch of pudgy Penguins in there today because
Lucas in the audience and we got to talk about pudgies for a
second after this. But maybe someone hits a pudgy
today. So raffle ball dot XYZ enter the
win. We do that every day almost.
So what are we talking about Far Coin?
Oh, I can, yeah. We can talk about Far Coin for a
second, then I'll, then I'll we can pivot back to Beanie's.
Yeah, I'm curious your take on what Beanie had to say,
honestly. Just quickly on far coin, I'll
run my TA. We haven't had any red days in
no finally they say in two weeks.
So not surprised to see a pullback here.
I'm looking to potentially buy the dip.
I think that that that's enough. We can move on to beanies take a
little bit more interesting of a discussion topic.
So he I'll read the most concerning part about this AI
mean quid meta is that the tech supposedly fascinating people
here is literally non existent. Meanwhile real builders are in
actual trenches, starred for attention and funding.
There's there's no way this ends well.
It will drive an innovation glut.
I feel like I've got the the exact polar opposite take.
I feel like one of the more exciting parts about this meta
is it seems that like real builders are being rewarded.
Like I haven't had a chance to listen to the Andy stream with
with red guy yet. I think one of the takeaways
I've got from folks who did listen is that he is a real AI
researcher and like, and he's deep in this.
So like, that's one example of, of a real AI researcher builder
winning like the whole, and you got AI16Z Dow, which is
literally trying to, to support builders and, and they're doing
some curation and, and you can say the whole thing with Eliza
was messy. Whatever, that that's a
sideshow. It's a distraction from what
they're trying to do. I, I, I, I actually think this
is the bright spot in the whole bean coin sector.
Like you could be upset that, you know, that Moodang, that
fart coin. They're not really providing any
value to, to the space. They're just memes like what
whatever, but but this is is actually a little bit different.
There actually is real tech being built like we're seeing AI
agent launchpads like that's genuinely cool.
Like I think the next thing we're going to see is bots, AI
agents, which can trade on chain like that is a cool innovation.
And I think we're we're we're right there like we're we are on
the cusp of that. So I mean, I couldn't be on.
The I agree with you. I think what beanie means is
that and and what's bound to happen right now is that there's
going to be all these AIS or powered by an AI bullshit that's
like actually like just not. And there's going to be a lot of
like trash. But amidst the trash, there's
like some really good builders, like being doing some cool
stuff. Like we talked we talked about
Desai yesterday. Of course, they had a obviously
has a huge pullback. I mean the fly died.
But dude, I have to say Tyler, like you're so funny, bro.
Like I swear to God, like yesterday and and and we were
talking in our chat. You're like a fly died.
I dumped on my riff. I was just like crying laughing.
I was just like, it was so funny because you're right.
Like the experiment fails now what?
Right, because like this side is experimenting and supporting
experiments. What if the experiment doesn't
work while you're shorting it right?
Exactly. Like it, it's funny.
It's like I, I spent most of the day yesterday just like thinking
through these D side coins and like Mando gave us the advice in
the bull market. Like sometimes you have to throw
logic aside like the valuations won't make sense.
They don't. I was looking at Rif run to $200
million. I was looking at euro at 120
million. And I was like, these valuations
don't really make a whole lot of sense to, to, to me, like the,
the whole end case for these is that you eventually would
potentially get to sell this intervention or this drug to
like a real buy a real company who, who wants to develop that?
I have not had a chance to do research into to what those,
those kinds of deals are worth. But that that kind of feels like
the same logic as as all of us who thought we were going to
sell our journey of art to museums back in 21.
Pfizer's going to buy our our our our our our D side our D
side 5 Moderna and the fucking AstraZeneca is bidding are
bidding bro. I had nice entries on both of
those and I was up in my 5 or 6X and I saw the pumped out science
confirmed that one of the flies died from the euro trials.
So I'm like I got and so I did and it actually went up for a
little bit. Apparently people hadn't found
the news. But there's there's some risks
that if the experiments don't go well, like the I mean, the the
drug is literally so these aren't just like pure mean
plays, like they actually are tied to something.
So if the. One real experimentation like
like I have a friend that used to be in the medical field and
now he's like full time like trench warrior and he's a big
crypto guy and and actually he's fascinated by that.
The D side part, none say that he hasn't bought any of the
coins yet necessarily, but he's interested in it because that's
his background medical and like pharma, like he was in the like
big pharma industry. So that's something that
interests him. Sure, crowdfunding research for
for longevity drugs is genuinely interesting, but we also have to
take into account objectively some of the some of the
valuations and the risk. It's actually there's a lot of
correlations with the AI agent meme coin market as well.
Like if if an AI agent's valuation gets to 10 to 20
million and the bot sucks like the the Twitter content is not
good like that. That is a real risk to the point
I got that's actually a big reason why I sold the the punk
3493 the zombie one. I I didn't think the Twitter
content was very good. Yeah, that that thing was so
like, I have a friend asked me how long that meant I was going
to last. I was like it's going to die
tonight on Sunday night and didn't even live till Monday
morning. Well, it rebounded last night
because Shaw tweeted about it. He said something along the
lines of we should like celebrate zombie agents or
something. It ran back to 8 million, but
then it sold off again. So I love it.
I love it. Speaking of punks, there you go.
Well, you see, well, you did this.
I finished the loot box. See, I, I've gone too quick with
it. I had a bunch of pudgy Penguins
in the loot box. Because I see, I see pee pee.
I see, I see Lucanettes. I see the fam out there, you
know, pay attention. We'll be doing some cool stuff
with these folks soon, in a couple of weeks actually.
Anyway, so let's talk about FT's a little bit Tyler.
Because we, we never make time for them.
Not our fault. There's so much to talk about,
but there's some movement. So punks are still above 100K.
So unless you have a PFP on 100K, don't at me, don't time
grab me, don't what's at me, don't do anything.
But seems like the big winner. Yesterday, Tyler, you tweeted
about it. Pudgy Penguins just silently
creeping up to 12. Yeah, the the big winner.
So I, I forecasted this over the weekend after pumps went up,
after pumps went up, I said the lookout.
This clears the air for the mid tiers to start leveling up and
we're starting to see that. I think Borage perhaps moved
first. They're up in 13 and Pudgy's
close behind 11.7. I think I saw him at 11.8 or
11.9, so just knocking on 12. We've got Luca.
We talked about this all on last week's show, but Luca is clearly
heating up. He seems like he's got a fire.
This motherfucker's tweeting like he's got that dog in him,
you know? Like he's, he's got a big tango
energy, you know? Yes, and winter is coming.
Winter is month away, so that's pudgy season.
Dude, this is a this it is it is pudgies.
It is a winter. It is pudgy season.
So so pudgy. Ping was about 12-8.
The Zuki's at 462 bored apes at 1322 million. 650 means to the
little Pudge is always a good play, right?
Like that always repriced a second right.
So like if you're trying to trade and you don't have the
money for a big pudgy, not saying that like little pudges
are cheap because still $3000 NFT like usually that tends to
reprice with it. So that's something to pay
attention to when you move, when you miss the the pudgy move.
And yeah, so, so look puncture 3598 Pudgy's 1178.
So that were three to 1, three to one approximately that.
So it's it's it's interesting to see you have doodles at 2:50.
It's going to be it's going to be a good, good watch.
I feel like there's a lot of activity right now in Solana
because that it's all the zero like it's.
All the wow 8.6. Well, it's all the coins.
It's all the NFT tie took to coins, right?
It is. The big thing happening on
Solana is all of the large memes, particularly in the AI
memes. Right now either side
collections are launching or actually endorsed 1.
So Zero Born is from the Zero bro team.
They launched it. I've fumbled this back.
So I had, I had a few around. One soul just launched this, cut
them, cut ties to go chase something else.
And then now they're at 9:00. You may have to start a wallet
where like a thing where like you like when you make the right
call, you send me your assets and like just don't send them
back to you until we feel like it's time.
That's the play. You're cool dude.
I mean 9 XI mean not of course there's like the the pump Fung
French plays where you can hit, you know, 40K that 3.
This is a safer 9X. Yeah, this.
Is like 1X so he could have done this in decent size.
I think for the crypto like noob or normie and the new person,
it's much easier trading pictures than trading coins.
Like way easier. First of all, they go to 0 less
fast. So how is that it takes longer
to go to 0 for an NFT, but they'll, they'll fly and they'll
they like they go up nicely, you know?
You do and it's a little slower pace so you can go to sleep A.
Little bit you can actually go after.
We go to bed. I had to evaluate my meme
positions and like can I hold the cert?
Got out of bed last night for a meme coin.
Tyler, huh? Poor choice, poor choice.
We could look faster, but on the NFTS we can talk about ordinals
and rinse. So really.
I can't possibly have the fucking dog.
Can you make another clip of me today?
And I know you motherfuckers are watching.
I know you motherfucker about to clip this show again.
I know, I know again, you got what yesterday I said listen,
dog is the biggest dog on Bitcoin and it's OK because it's
pumping pups, pups followed. It's a 400 mil.
I'm happy. So I got a lot of that and then
and then someone clipped it and then just like thousands of
likes like this shit's popping, OK and, and here we go now y'all
got the OK X listing last night and, and now it's at $830
million. Tyler, here we go.
It's a big number. It's a big boy number.
I mean, it's back to nearly all time high.
All time was around 9. It never hit a billion, right?
It's a nine something. Yeah, I did not.
I think it got like 900I. Think.
There you go. They're here.
I know you fuckers.
They're. Everywhere they're looking, they
got 95,000 holders. But you know what it is?
I'm so redacted because like it literally the name of the coin
is it's not dog like I I was. I was carried away by saying
like this is this. I don't know if this is a meme.
The name, the name is the meme. It's called dog go to the moon.
Can we faded something that's literally called dog go to the
moon? Solid 3X off the local bottom
here at this point, but it's you got to root for it.
I think if you're in the sequel system, because it's dragging
everything up. Cypher's a huge winner.
It's up to 40 million. Yeah, Mori.
Told those ear drops but punishing the sellers.
The Minto Mori, it's back up to 25,000,000.
That's an all time high that's going to go.
I mean, I remember telling you guys this day one like yeah, I
know it takes a while, but this is going to go.
I mean, this is the founder of ordinals.
That's the father of Ordinals. Like founded this and give it
for free to people. It's going to go.
I like this one. Billion dollar cats, 150
million. That's a new all time high for
it basically. Gizmo 50.
It's working a little bit, so I. It's OK.
Pubs move. They they don't move at the same
time. It's like pubs moves, then, then
yeah. I think if I had to build a bag
here, I don't know, I'll decipher the AI thing.
So I you give it a shot like again, like it's just the on
ramp is impossible for these things, bro.
Like look at this. Like look at the look at the
volumes. Volumes on these?
I mean, you look at like the yesterday's big winner on
Unicorn is this chill guy, right?
I can talk about it because it's 50 mil.
It's OK. Like the volume on this one is
40 million dollars, 24 hours. And then you go back to to this,
it's like 40 million is like 10 times the total volume of the
entire Ruins board. I, I still think that's the
opportunity is, is when the trading experience gets easier.
We still have line of sight into when that is I guess for dog
it's getting easier now as it's getting less on exchanges.
So that's your immediate out. Yeah, this is this is absolutely
wild. So love to see that.
Speaking of Chunka, what a trade so good.
By you, I think you shared it with some of us around 11.
I was late too. I was 9 mil.
I'm the I I'm the guy who broke it broke it to all time high 9
million yesterday right here. I was like, should I send this
coin? It did it in four exit
overnight. So we're eating.
Maybe that's why I couldn't stop laughing this morning.
Whenever you see a meme going viral across Instagram, TikTok,
maybe it's worth the. That's the thing I want to talk
to about this with you and Mando tomorrow when Mando's on,
because like I think you need to rethink the way we like you,
meaning us, like everyone listening, like we trained in an
echo chamber all year long, all bear market, long PvP bull
market becomes PVE and you can't just be buying CT coins like
this chill guy thing. I have two friends of mine that
are fathers, right? One of them is Wiz.
The other one is Harold, right? They have kids, right?
And and and so it's like, oh, kid Wiz, you don't know if he
has kids or not because he tweets weird shit sometimes.
So he confirmed. But let's say my own, my homie
Harold like his kid or my friend Michael, like their kids
actually like show them the chill guy dog.
So I was like, dude, like you got to trade what what normies
are going to come by? They're not going to come and
buy like your bag necessarily, right?
Like the DSI stuff, like AI stuff, like works out well
within CT. But like you, we got to think
outside CT here when we're buying mean corns, I think.
Yeah, it's smart. You need a balanced portfolio.
With NCT outside CT, you know. You don't balance me out because
I was deep in the DSI trenches and AI agents and you've got a
chill guy hitting casual 4 or 5X.
I thought it was late at 9 million like genuinely and then
I was like oh, maybe not so so we're looking we are looking
good here We are looking finger licking good here all right
well, that's a good round up right Tyler?
I think we can go on to the yeah, we should go on to the to
the giveaway great round up. We meant to touch and everything
to the even NFTS Look at that love to say all right Sims, it's
time to pick winner here raffle ball dot XYZ hurry up y'all
soul, Sol, soul, soul, soul Sol. Let's see what the code what who
wins this time? Let's get it.