1
00:00:00,280 --> 00:00:05,480
Yo-yo yo, sorry guys. 
It's just I just find the using 

2
00:00:05,480 --> 00:00:09,360
door handles so funny. 
Like I'm still laughing like 

3
00:00:09,720 --> 00:00:13,280
like bro like I read user names 
every morning on the show right?

4
00:00:13,360 --> 00:00:17,400
Like I shout people out before 
we start and I'm like what up 

5
00:00:17,520 --> 00:00:25,080
door handle like oh, I almost 
want to give him the spin 

6
00:00:25,080 --> 00:00:26,960
through it. 
I just for that I'll just die. 

7
00:00:26,960 --> 00:00:28,360
I'm not going to do it, don't 
worry y'all. 

8
00:00:28,360 --> 00:00:33,680
But I was like, oh fuck, sorry. 
I I'm like, oh, I didn't smoke 

9
00:00:33,680 --> 00:00:35,800
weed today. 
I'm just I'm just laughing to 

10
00:00:35,840 --> 00:00:38,640
this is so funny. 
Oh my God, I'm just happy 

11
00:00:39,280 --> 00:00:40,600
anyways. 
Yo-yo, yo, what up? 

12
00:00:40,600 --> 00:00:46,480
What up? 
Electric start to the show. 

13
00:00:47,680 --> 00:00:49,720
Bro the guy's using name is door
handle. 

14
00:00:50,040 --> 00:00:58,040
I don't get it, like like I've 
seen all sorts of music names in

15
00:00:58,040 --> 00:01:00,920
four years in this space. 
I go like, yo, babe, I'm talking

16
00:01:00,920 --> 00:01:04,000
to my friend like, you know, I 
don't know, like I don't know, 

17
00:01:04,000 --> 00:01:08,080
like like I don't I don't like 
NFT Doo Doo, you know, or like 

18
00:01:08,080 --> 00:01:11,960
I'm talking to my friend like 
pinstripe Gator, you know, like 

19
00:01:11,960 --> 00:01:15,000
I'm talking to my friend like I 
suck at this or MP boogie. 

20
00:01:15,000 --> 00:01:16,920
This is like, yo, what up? 
What up door handle? 

21
00:01:21,880 --> 00:01:25,320
Oh my God, I'm fucking crying 
bro like I don't get it. 

22
00:01:25,440 --> 00:01:30,920
I I sorry, I is usually his door
handle. 

23
00:01:30,920 --> 00:01:33,240
I said please, if there was a 
door handle meme corn right now 

24
00:01:33,240 --> 00:01:35,280
would be going crazy on it like 
I don't know. 

25
00:01:36,080 --> 00:01:40,560
Oh my God, Oh my God, it's am I 
like we're sorry, am I not? 

26
00:01:40,680 --> 00:01:44,560
Is it not funny? 
Like am I like redacted excuse 

27
00:01:44,560 --> 00:01:48,240
his door handle anyways, sorry, 
door handle. 

28
00:01:48,240 --> 00:01:51,400
I mean, dude, please come up on 
stage if you want just explain 

29
00:01:51,400 --> 00:01:53,520
to me the name. 
The, the, the, the, the, the the

30
00:01:53,520 --> 00:01:55,880
thought process behind the name.
Like, you know, it's like rat 

31
00:01:55,880 --> 00:02:00,440
guy, you know, like door handle,
like 10,000 door handles minted 

32
00:02:00,440 --> 00:02:05,120
on the Solana blockchain. 
Oh my or a billion, you know, 

33
00:02:05,320 --> 00:02:08,560
tokenized door handles. 
Anyways, OK, hold on. 

34
00:02:08,560 --> 00:02:11,800
He's requesting to speak. 
I I got and his username is is 

35
00:02:11,960 --> 00:02:14,040
his bio says the Saudis are 
buying. 

36
00:02:14,760 --> 00:02:19,560
Yo, what's up guys? 
Yo sorry dude, how did you come 

37
00:02:19,560 --> 00:02:21,600
up with door handle like he's so
good. 

38
00:02:22,120 --> 00:02:26,880
Yeah, my, my last name is Doran.
So my boys when I played hockey 

39
00:02:26,880 --> 00:02:29,320
called me door handle. 
There you go. 

40
00:02:29,360 --> 00:02:33,440
Are you a fellow fellow Canuck? 
I'm not a fellow Canuck. 

41
00:02:33,680 --> 00:02:36,960
Who's your favorite hockey team?
Winnipeg Jets. 

42
00:02:37,560 --> 00:02:39,240
OK, that that's OK. 
OK. 

43
00:02:39,240 --> 00:02:40,720
So you fellow Canadian, I like 
that. 

44
00:02:40,720 --> 00:02:42,600
All right, Dora Handle. 
I hope you have a wonderful day,

45
00:02:42,600 --> 00:02:43,840
brother. 
That's all I wanted to know. 

46
00:02:44,440 --> 00:02:45,000
Thanks. 
Bro. 

47
00:02:45,080 --> 00:02:47,280
You guys too love the show. 
Thank you for listening all 

48
00:02:49,360 --> 00:02:52,280
right, y'all right seems just 
kick back the little song so I 

49
00:02:52,280 --> 00:02:54,040
can do my GM shit and start 
over. 

50
00:02:54,040 --> 00:02:59,080
I'm sorry y'all like I kind of 
all right yo-yo, yo-yo, yo, what

51
00:02:59,080 --> 00:03:00,000
up, what up? 
Good morning. 

52
00:03:00,000 --> 00:03:05,320
Good morning. 
GMGM Tuesday, November 19th, 

53
00:03:05,320 --> 00:03:07,520
2024. 
Look at that. 

54
00:03:07,600 --> 00:03:09,880
There you go. 
It's not a beautiful day to have

55
00:03:09,880 --> 00:03:12,880
a beautiful day. 
I got my coast in the house. 

56
00:03:13,760 --> 00:03:16,880
Kyler Mendo. 
Good morning boys. 

57
00:03:17,600 --> 00:03:24,520
I don't say alright. 
I need so much throat sweet. 

58
00:03:24,520 --> 00:03:27,520
Good throat time and smoking 
much these days man, I swear to 

59
00:03:27,520 --> 00:03:30,000
God. 
Oh man, I cut all the alcohol. 

60
00:03:30,000 --> 00:03:33,440
I'm week 8 and I and I'm like I 
caught even the wheat by like 

61
00:03:33,440 --> 00:03:36,280
50% or more. 
I'm like fully locked into the 

62
00:03:36,280 --> 00:03:37,840
cycle. 
Mandel, Tyler, how you guys 

63
00:03:37,840 --> 00:03:38,600
doing today? 
Good morning. 

64
00:03:40,280 --> 00:03:43,400
Doing amazing, how are you? 
I'm great, as you can see, I'm 

65
00:03:43,440 --> 00:03:45,080
the greatest ever. 
Tyler, how you doing this 

66
00:03:45,080 --> 00:03:46,440
morning? 
I'm good. 

67
00:03:46,440 --> 00:03:48,280
Yesterday was a nice day in the 
markets. 

68
00:03:48,520 --> 00:03:51,640
Excited to run it back. 
It was yesterday. 

69
00:03:51,640 --> 00:03:55,000
It was a very, very, very it's 
been a great couple of weeks in 

70
00:03:55,000 --> 00:03:56,440
the markets. 
You obviously love to see. 

71
00:03:56,440 --> 00:03:59,000
I mean waking up every day 
seeing 9 in front of Bitcoin. 

72
00:03:59,280 --> 00:04:01,360
I mean, can you really be in a 
bad mood right? 

73
00:04:01,360 --> 00:04:04,400
Like it's like you wake up every
day like okay, okay, Bitcoin 

74
00:04:04,440 --> 00:04:07,840
always Bitcoin today 09 it's OK,
OK, nice and seeing people freak

75
00:04:07,840 --> 00:04:10,280
out every time it's like 8889.8.
It's also funny. 

76
00:04:10,320 --> 00:04:14,360
Anyways, today on the show today
today market report. 

77
00:04:14,360 --> 00:04:16,880
We got Mendel back today, so 
we'll be running through some 

78
00:04:16,880 --> 00:04:19,399
market see what see what's up 
with you see what you're 

79
00:04:19,399 --> 00:04:22,920
thinking about everything. 
I mean, Solana 240 Theorem 3100 

80
00:04:23,240 --> 00:04:26,280
BTC 92K. 
You'd love to see that main 

81
00:04:26,280 --> 00:04:27,800
course absolutely ripping this 
morning. 

82
00:04:29,440 --> 00:04:32,600
What else? 
Tyler's top 10,100 thousand, 

83
00:04:32,600 --> 00:04:34,800
1,000,000, whatever. 
It's like it's gone crazy at 

84
00:04:34,800 --> 00:04:36,160
this stage. 
We can't even cover all this 

85
00:04:36,160 --> 00:04:37,280
topics. 
That's how crazy this has 

86
00:04:37,280 --> 00:04:38,960
gotten. 
So let's go through Tyler's 

87
00:04:38,960 --> 00:04:42,360
topics of the day, Daily News, 
macro market, all that good 

88
00:04:42,360 --> 00:04:45,560
stuff Tuesday. 
You know, the drill is every 

89
00:04:45,560 --> 00:04:49,240
time there's going to be a code,
the code is, you know, might be 

90
00:04:49,240 --> 00:04:52,000
my favorite coin of the cycle so
far. 

91
00:04:52,000 --> 00:04:54,920
So you'll see, you can start 
guessing if you want. 

92
00:04:56,120 --> 00:05:01,640
And then, and then last but not 
least, this show is powered by, 

93
00:05:02,160 --> 00:05:05,560
by, by Galaxies. 
Why don't we just save this 

94
00:05:05,560 --> 00:05:06,240
thing? 
There it is. 

95
00:05:07,040 --> 00:05:09,720
With seamless built in 
monetization tools, Galaxies 

96
00:05:09,720 --> 00:05:11,640
enables development of 
sustainable long term 

97
00:05:11,640 --> 00:05:13,400
communities, fulfilling 
Bitcoin's vision of the 

98
00:05:13,400 --> 00:05:15,880
centralized freedom of 
independence from centralized 

99
00:05:15,880 --> 00:05:16,680
control. 
Check them out. 

100
00:05:16,680 --> 00:05:19,120
Don't be at our Basel with us. 
I met the Galaxy's team 

101
00:05:19,120 --> 00:05:20,560
yesterday after the show. 
They're awesome. 

102
00:05:20,720 --> 00:05:22,560
We'll be working with them more.
So definitely show them some 

103
00:05:22,560 --> 00:05:23,520
love. 
Give them some love for 

104
00:05:23,520 --> 00:05:26,520
supporting the Boys and I 
Galaxies XYZ. 

105
00:05:26,520 --> 00:05:30,720
Without further ado, Mando, 
let's see what you think about 

106
00:05:30,720 --> 00:05:42,680
this market. 
Can you dig it? 

107
00:05:43,520 --> 00:05:47,880
Yeah, GM everyone. 
So given it's macro, Mando, I 

108
00:05:47,880 --> 00:05:49,160
guess I'll take a little step 
back. 

109
00:05:49,160 --> 00:05:52,600
It has not been the greatest few
days for macro. 

110
00:05:53,240 --> 00:05:55,600
You did have a little bit of a 
pop in the NASDAQ yesterday just

111
00:05:55,600 --> 00:06:00,040
because Tesla was higher mainly 
and that was on the back of some

112
00:06:01,440 --> 00:06:05,040
some news that Donald Trump was 
going to focus on self driving 

113
00:06:05,040 --> 00:06:08,560
regulation when he came into 
office, which people like the 

114
00:06:08,560 --> 00:06:11,000
Tesla. 
Tesla is now trading at 340, 

115
00:06:11,000 --> 00:06:14,280
which is kind of a wild move 
since the election. 

116
00:06:14,400 --> 00:06:17,800
I think it was trading around 
200 ish just before the 

117
00:06:17,800 --> 00:06:22,000
election. 
Yeah, on October 23rd it was 

118
00:06:22,000 --> 00:06:25,040
trading at 2:13. 
So big move there, but we have 

119
00:06:25,040 --> 00:06:28,240
seen that. 
We have seen that like the 

120
00:06:28,240 --> 00:06:33,400
Russia, Ukraine, US situation is
starting to heat up a little 

121
00:06:33,400 --> 00:06:35,720
bit. 
So what happened there is 

122
00:06:35,720 --> 00:06:37,880
Biden's been doing a few 
different things on his way out.

123
00:06:40,120 --> 00:06:44,120
Now, there's a bit of tip of tat
here that launched a pretty 

124
00:06:44,120 --> 00:06:48,800
large scale attack on the 
Ukrainian energy infrastructure 

125
00:06:49,280 --> 00:06:52,040
a few days ago. 
And if you don't know, Ukraine 

126
00:06:52,040 --> 00:06:57,880
is very cold in the winter, 
unbelievably cold and largely 

127
00:06:57,880 --> 00:07:01,920
looking to try and like 
destabilize it, really, really 

128
00:07:01,920 --> 00:07:07,800
destroy it. 
In response to that, the US 

129
00:07:07,880 --> 00:07:14,080
allowed Ukraine to fire US made 
rockets, missiles even into 

130
00:07:14,160 --> 00:07:18,120
Russian territory. 
Now this is a big, big change. 

131
00:07:18,120 --> 00:07:20,440
They have stopped them from 
doing it so far. 

132
00:07:20,760 --> 00:07:25,960
And we see these are like Gen. 1
missiles that this and this 

133
00:07:25,960 --> 00:07:29,760
morning the first of those 
missiles hit a Russian region. 

134
00:07:30,920 --> 00:07:34,840
Remember, Ukraine also currently
holds very small area of Russian

135
00:07:34,840 --> 00:07:38,120
territory as like a tit for tat 
versus Russia. 

136
00:07:38,960 --> 00:07:45,480
In response to that, there's 
been a lot of rhetoric coming 

137
00:07:45,480 --> 00:07:50,440
from the US, coming from Putin 
around lowing the the the strike

138
00:07:50,440 --> 00:07:55,480
threshold for a nuclear attack 
and people just getting a little

139
00:07:55,480 --> 00:07:58,000
bit more worried about that, 
that this had been spoken about 

140
00:07:58,000 --> 00:08:01,080
maybe 18 months ago. 
There was talk about like 

141
00:08:01,080 --> 00:08:03,800
tactical nukes being used, that 
sort of stuff. 

142
00:08:05,200 --> 00:08:09,960
But yeah, basically Ukraine is 
now firing US rockets into 

143
00:08:09,960 --> 00:08:14,640
Russia, and Russia in response, 
has said we are lowering our 

144
00:08:15,160 --> 00:08:21,800
threshold for nuclear strike. 
So on the back of that, stocks 

145
00:08:21,800 --> 00:08:23,080
are lower, particularly in 
Europe. 

146
00:08:24,240 --> 00:08:27,120
Also in the US, they're not like
that much lower, but they're 

147
00:08:27,120 --> 00:08:30,560
lower. 
And some of the like the safe 

148
00:08:30,560 --> 00:08:31,960
haven stuff is starting to 
bounce again. 

149
00:08:31,960 --> 00:08:35,919
So gold's at a one week high. 
The dollar's strong, all this 

150
00:08:35,919 --> 00:08:38,480
sort of stuff. 
So just don't be aware of it. 

151
00:08:39,280 --> 00:08:41,799
Feels as though we might see a 
little bit more of this from 

152
00:08:41,799 --> 00:08:45,320
Biden on his way out. 
He's like he's doing a few 

153
00:08:45,320 --> 00:08:50,040
things it seems. 
So let's see how that one that 

154
00:08:50,040 --> 00:08:54,080
one develops. 
But you know, normally in this 

155
00:08:54,280 --> 00:08:57,280
in in that war, it's largely 
ground to a stalemate over the 

156
00:08:57,280 --> 00:09:00,360
winter because you don't really 
mount attacks on each other 

157
00:09:00,360 --> 00:09:03,920
during the Ukrainian slash 
Russian winter. 

158
00:09:04,240 --> 00:09:07,480
So you only have a bit of a 
stalemate, but this is 

159
00:09:07,480 --> 00:09:10,880
definitely an escalation kind of
from from both sides and and 

160
00:09:10,880 --> 00:09:14,960
kind of I don't know if it lays 
the groundwork for Trump in in 

161
00:09:14,960 --> 00:09:16,760
any way. 
Like it's definitely, it's 

162
00:09:16,760 --> 00:09:21,480
definitely heated up, let's say 
that that conflict. 

163
00:09:22,360 --> 00:09:24,120
So yeah, a little bit of worry 
about that. 

164
00:09:24,560 --> 00:09:28,040
Largely the big the big story 
away from that today is that 

165
00:09:28,040 --> 00:09:31,840
it's NVIDIA earnings. 
It is a very quiet week for data

166
00:09:32,120 --> 00:09:34,280
this week, basically nothing 
major. 

167
00:09:34,560 --> 00:09:39,240
So it will just be in video 
earnings to see what see how 

168
00:09:39,240 --> 00:09:40,760
well they've done. 
They always crush earnings. 

169
00:09:40,760 --> 00:09:42,520
So let's see. 
Let's see. 

170
00:09:44,840 --> 00:09:46,600
Yeah, yeah. 
Look, I think it can. 

171
00:09:46,760 --> 00:09:49,440
I think it can keep going. 
Wow. 

172
00:09:49,960 --> 00:09:52,520
Pretty clearly it can keep going
in my opinion, as can a lot of 

173
00:09:52,520 --> 00:09:55,840
the Magnificent 7. 
But let's let's let's see if 

174
00:09:55,840 --> 00:09:58,960
this this Russian news, of 
course, there's any, any 

175
00:09:58,960 --> 00:10:05,280
instability in the in the short 
term in terms of crypto Bitcoin 

176
00:10:05,920 --> 00:10:08,480
kind of shrugging off all of 
that again, remember, it also 

177
00:10:08,480 --> 00:10:11,000
has that safe haven bid so. 
So crazy bro. 

178
00:10:11,720 --> 00:10:16,960
Up to 92K Not really this is its
fourth day. 

179
00:10:17,040 --> 00:10:22,200
Well it's it's yeah, just not 
really having a sell off right. 

180
00:10:22,240 --> 00:10:23,280
I think people thought when 
it's. 

181
00:10:23,320 --> 00:10:24,400
Really. 
There you go. 

182
00:10:25,600 --> 00:10:27,680
Yeah, I thought people people 
thought it would have a bit of a

183
00:10:27,680 --> 00:10:33,000
sell off when it got to 90K and 
it's just really strong, which 

184
00:10:33,000 --> 00:10:35,680
is a good sign. 
Bitcoin dominance is still above

185
00:10:35,680 --> 00:10:43,760
60%. 
If it's doing OK, 3100 Solana's 

186
00:10:43,760 --> 00:10:46,720
obviously been a much stronger 
Solana, but it's. 

187
00:10:47,040 --> 00:10:48,880
Funny anymore? 
The ETH thing. 

188
00:10:49,280 --> 00:10:51,480
Yeah, it used to be funny. 
This is still funny. 

189
00:10:52,000 --> 00:10:56,000
Yeah, well, SOLPA, highest ever 
weekly total economic value last

190
00:10:56,000 --> 00:10:58,880
week absolutely smashed its last
record. 

191
00:10:58,880 --> 00:10:59,760
Oh, this? 
Damn. 

192
00:11:00,320 --> 00:11:02,720
You know what everyone is doing 
in this space right now, which 

193
00:11:02,720 --> 00:11:07,680
is meme coin trading and and 
that is wildly skewed towards 

194
00:11:07,680 --> 00:11:11,360
happening on Solana. 
So yeah, they're all kind of 

195
00:11:11,360 --> 00:11:14,160
doing victory laps. 
I think totally put out a road 

196
00:11:14,160 --> 00:11:17,720
map yesterday of like 2 lines 
for Solana. 

197
00:11:19,920 --> 00:11:26,120
But there was in terms of the I 
guess digging down into a little

198
00:11:26,120 --> 00:11:28,440
bit more, there was a little bit
of flood today that California 

199
00:11:28,440 --> 00:11:34,600
has come out and said that Lido 
which is a Dow can now be 

200
00:11:34,600 --> 00:11:36,320
classed as a general 
partnership. 

201
00:11:38,800 --> 00:11:45,400
This which means that people 
within the partnership can face 

202
00:11:46,920 --> 00:11:50,200
prosecution for what it does. 
No, it's California, man. 

203
00:11:50,200 --> 00:11:53,280
It's not a real place. 
Which is kind of a wild thing 

204
00:11:53,280 --> 00:11:56,080
for them to do. 
Real place. 

205
00:11:57,120 --> 00:12:00,880
Micro strategy still buying 
bought 4.6 billion that's a huge

206
00:12:00,880 --> 00:12:05,720
buy yesterday over the last few 
weeks that's at that's one of 

207
00:12:05,720 --> 00:12:09,840
their biggest ever and wants to 
buy is is raising another 1.75 

208
00:12:09,840 --> 00:12:12,560
billion to to buy more. 
You have the Black Rock ETF 

209
00:12:12,560 --> 00:12:14,120
options that are coming out 
today. 

210
00:12:14,880 --> 00:12:17,440
Finance launched a stable coin 
product at 20%. 

211
00:12:17,440 --> 00:12:20,360
AP wise, they're calling it not 
a stable coin, but it is 

212
00:12:20,360 --> 00:12:21,840
basically they're trying to say 
it's a stable coin. 

213
00:12:21,840 --> 00:12:29,240
It's actually very similar to, 
it's very similar to JLP or HLP.

214
00:12:29,440 --> 00:12:33,680
It's basically the liquidity 
token of their perp protocol. 

215
00:12:35,280 --> 00:12:38,360
So you'll benefit from like 
liquidations and stuff. 

216
00:12:38,360 --> 00:12:41,640
So interesting. 
You can only access it in places

217
00:12:41,640 --> 00:12:46,160
where finance allows futures or 
is not covered by Mika. 

218
00:12:46,160 --> 00:12:52,880
So only a few places there. 
I don't know if there's any 

219
00:12:52,880 --> 00:12:55,120
other big stuff. 
I think that's that's kind of 

220
00:12:55,120 --> 00:12:59,040
the big stuff, more the esoteric
stuff I think Tyler will cover. 

221
00:12:59,040 --> 00:13:01,200
But yeah, those are those are 
the big things. 

222
00:13:01,960 --> 00:13:02,920
OK. 
OK. 

223
00:13:02,920 --> 00:13:04,720
That's, that's a good breakdown.
I didn't realize that the 

224
00:13:04,880 --> 00:13:06,440
California thing actually 
decrypt covered that. 

225
00:13:06,440 --> 00:13:10,480
So if anybody's curious about 
about this one, you can check it

226
00:13:10,480 --> 00:13:11,880
out. 
It's 100 real place, bro. 

227
00:13:12,440 --> 00:13:14,240
It's crazy. 
All the Microsoft is crazy too. 

228
00:13:14,240 --> 00:13:15,680
Like what's Biden doing on his 
way out? 

229
00:13:15,680 --> 00:13:17,440
It's like all right. 
It's like you weren't in there 

230
00:13:17,440 --> 00:13:19,560
for the last four years now all 
of a sudden trying to do shit 

231
00:13:19,600 --> 00:13:22,760
anyways, hoping it's like it's 
like it's over, right? 

232
00:13:22,760 --> 00:13:24,520
Like it's like the the elections
passed. 

233
00:13:24,880 --> 00:13:26,480
Haven't even finished counting 
votes. 

234
00:13:26,480 --> 00:13:27,720
Guys. 
That's one thing I realized last

235
00:13:27,720 --> 00:13:29,360
week. 
Trump was made. 

236
00:13:29,360 --> 00:13:33,320
Trump was actually officially 
president-elect as of Yeah. 

237
00:13:34,320 --> 00:13:35,480
OK, cool. 
I was wondering because I was 

238
00:13:35,480 --> 00:13:38,000
wondering why I was taking so 
much, so long to finish counting

239
00:13:38,000 --> 00:13:41,600
votes, but I don't know. 
That's that's a Tyler question. 

240
00:13:41,640 --> 00:13:44,640
All right, well, Mando, that's 
that's a good round up on the 

241
00:13:44,640 --> 00:13:46,520
markets. 
Look, we're looking really good.

242
00:13:46,600 --> 00:13:48,120
Our memes are looking pretty 
good. 

243
00:13:48,120 --> 00:13:50,880
Life is great. 
So and the market's going to 

244
00:13:50,880 --> 00:13:52,520
continue. 
So we're going to say Tyler, 

245
00:13:52,880 --> 00:13:54,520
Tyler, Tyler. 
All right, let's go through this

246
00:13:54,520 --> 00:13:55,560
topic. 
See what you got for us. 

247
00:14:00,800 --> 00:14:03,560
Tyler D on FOMO our cause the 
kid. 

248
00:14:04,800 --> 00:14:11,920
Can all right our top story a 
potential $375 million AirDrop 

249
00:14:12,240 --> 00:14:16,120
is headed our way thanks to 
magic Eden we'll talk about more

250
00:14:16,120 --> 00:14:19,080
of that in a bit Mando grabbed a
lot of my headlines I won't 

251
00:14:19,080 --> 00:14:21,480
repeat them here. 
A few others, Trump's Media 

252
00:14:21,480 --> 00:14:24,920
Group is reportedly in talks to 
acquire crypto trading platform 

253
00:14:25,080 --> 00:14:28,840
backed backed, which provides 
SAS solutions for crypto 

254
00:14:28,880 --> 00:14:31,840
ownership and trading. 
Trump also planning to meet with

255
00:14:31,840 --> 00:14:34,680
Coinbase CEO Brian Armstrong to 
discuss his cabinet 

256
00:14:34,680 --> 00:14:36,600
appointments. 
There's been a little bit of fun

257
00:14:36,600 --> 00:14:39,880
and concern circling the last 
few days around who he might 

258
00:14:39,880 --> 00:14:43,040
pick to be Treasury Secretary 
and what that might mean for 

259
00:14:43,040 --> 00:14:45,520
crypto. 
So keep your eye on that and 

260
00:14:45,520 --> 00:14:48,800
protocol news. 
We saw Radium with 50% more 

261
00:14:48,800 --> 00:14:51,440
trading volume than Uniswap in 
the past week, 30 billion 

262
00:14:51,440 --> 00:14:56,120
compared to 20 billion, so 
significantly ahead Uniswap in 

263
00:14:56,120 --> 00:14:59,000
volume while still trading at 
1/3 of their value. 

264
00:14:59,000 --> 00:15:03,640
Looking at FTBS, we saw Wasabi 
at bunk trading with up to 6.9 X

265
00:15:03,640 --> 00:15:06,080
leverage. 
Nice day with with Bonk moving 

266
00:15:06,080 --> 00:15:08,760
up here this morning and memes 
and NFT news. 

267
00:15:08,760 --> 00:15:11,800
Memecoin majors mostly green 
this morning. 

268
00:15:12,200 --> 00:15:16,320
Some major drama did hit 
overnight in the AI sector with 

269
00:15:16,440 --> 00:15:20,520
AI16Z and Eliza tokens LED it to
some total chaos in the AI 

270
00:15:20,520 --> 00:15:22,600
markets. 
Perhaps we'll get into that here

271
00:15:22,600 --> 00:15:24,920
in a in a bit. 
That's still settling. 

272
00:15:24,920 --> 00:15:28,320
We saw Zero Bro hit a new all 
time high at 440 million. 

273
00:15:28,680 --> 00:15:32,400
The D side tokens did retrace 
after having a major run all 

274
00:15:32,400 --> 00:15:36,000
through the day yesterday. 
One of the flies died so so be 

275
00:15:36,000 --> 00:15:40,720
careful when the flies die, it 
might be a sign to exit some of 

276
00:15:40,720 --> 00:15:43,760
your position. 
Backed chill guy. 

277
00:15:43,880 --> 00:15:46,960
Kirby were all big meme winners 
of the day. 

278
00:15:46,960 --> 00:15:50,440
Kobe in some replies shared that
he's been buying memes. 

279
00:15:50,760 --> 00:15:53,240
He didn't give out any tickers 
but he basically did. 

280
00:15:53,240 --> 00:15:57,880
He alluded to a lot of the 
tokens like MOG and Kirby was a 

281
00:15:57,880 --> 00:16:01,080
big winner because of that. 
Yes and and he did allude to MOG

282
00:16:03,600 --> 00:16:08,800
much to my chagrin. 
And in in NFTS Ethan MTS were 

283
00:16:08,800 --> 00:16:11,840
mixed with pudgies up to 11.9. 
Very nice day for the pudgies. 

284
00:16:11,840 --> 00:16:13,280
And then Runes leaders are green
again. 

285
00:16:13,280 --> 00:16:18,520
Man dog hit 840 million, market 
cap up another 17%. 

286
00:16:19,040 --> 00:16:22,080
Pups hanging out near 400. 
Cypher another big winner. 

287
00:16:22,080 --> 00:16:25,360
It was up 30% on the day so 
runes up a bit. 

288
00:16:26,200 --> 00:16:28,240
Absolutely love to see that 
there's a few things just wait 

289
00:16:28,240 --> 00:16:32,920
the theorem NFTS Thank you Tyler
yesterday, so I pick one of 

290
00:16:32,920 --> 00:16:35,640
Tyler's words every day and I 
make it an NFTS post the extra 

291
00:16:35,640 --> 00:16:41,960
just so you all know the Bitcoin
NFTS post did did 1500 likes and

292
00:16:41,960 --> 00:16:45,120
140,000 views like this is like 
free engagement for your boy 

293
00:16:45,120 --> 00:16:49,200
here once a day one through the 
day one thing NFTS like insert 

294
00:16:49,200 --> 00:16:51,320
word and if we're trying 
Ethereum NFTS see there's 

295
00:16:51,320 --> 00:16:54,200
there's actually still anything 
going on and we'll see it in a 

296
00:16:54,200 --> 00:16:56,360
minute. 
I want to talk about NFTS and 

297
00:16:56,680 --> 00:16:59,480
more in depth because I want to 
talk about Pudgy, the balance 

298
00:16:59,480 --> 00:17:02,360
ruins and all that stuff and 
magic at the same time. 

299
00:17:02,360 --> 00:17:04,599
But I do want to stop by quickly
on the Trump thing because I saw

300
00:17:04,680 --> 00:17:06,520
that yesterday. 
I didn't dig in though. 

301
00:17:06,800 --> 00:17:09,839
So what exactly is this backed 
stuff? 

302
00:17:09,839 --> 00:17:12,200
And again, just shows that it 
seems like Donald Trump, at 

303
00:17:12,200 --> 00:17:16,040
least the businessman and his 
team are heavily, you know, 

304
00:17:16,280 --> 00:17:20,040
skewed towards crypto here. 
Yeah, I didn't have a chance to 

305
00:17:20,040 --> 00:17:23,520
to dive in super deep into back.
So they are an American based 

306
00:17:23,520 --> 00:17:25,480
company. 
They're in Alpharetta, GA They 

307
00:17:25,480 --> 00:17:29,360
provide software solutions to 
enable crypto ownership and 

308
00:17:29,360 --> 00:17:31,440
trading. 
So they are a crypto trading 

309
00:17:31,440 --> 00:17:35,040
platform, Trump's Media Group 
and and talks to acquire them. 

310
00:17:35,040 --> 00:17:40,080
I think that certainly is an 
interesting move ahead of you 

311
00:17:40,080 --> 00:17:42,760
know, whatever is happening with
World Liberty Financial. 

312
00:17:42,960 --> 00:17:46,440
So I have to assume perhaps that
they're tied together in in some

313
00:17:46,440 --> 00:17:49,560
capacity. 
But American company, so betting

314
00:17:49,560 --> 00:17:53,240
on crypto in America, I think 
perhaps more impactful for all 

315
00:17:53,240 --> 00:17:57,480
of us is, is this Treasury 
Secretary choice. 

316
00:17:58,000 --> 00:18:01,600
And it does look like he is at 
least soliciting some advice 

317
00:18:01,600 --> 00:18:06,000
from Brian Armstrong. 
I know Ryan Sulcus has been all 

318
00:18:06,000 --> 00:18:08,600
over this one and he's got some 
concerns. 

319
00:18:09,160 --> 00:18:15,640
I think one of the, so the 
early, the early winners, early 

320
00:18:15,640 --> 00:18:18,520
leaders in this battle were, 
were both very crypto friendly. 

321
00:18:18,800 --> 00:18:21,280
And now it's like there's a new 
candidate and I'm kind of 

322
00:18:21,280 --> 00:18:23,280
forgetting all their names. 
So we we might have to. 

323
00:18:23,320 --> 00:18:24,560
I think Decrypt has an article 
on it. 

324
00:18:24,560 --> 00:18:25,720
As well. 
Yeah, we have an article that 

325
00:18:25,720 --> 00:18:28,120
was actually picked up by New 
York Times and Google yesterday 

326
00:18:28,120 --> 00:18:33,360
like it was really, really big 
because of I forgot what it was.

327
00:18:33,640 --> 00:18:35,160
There it is. 
It's this one. 

328
00:18:36,680 --> 00:18:39,240
Trump living away from pro 
Bitcoin picks for Treasury 

329
00:18:39,240 --> 00:18:42,760
Secretary The issue appears to 
be personal drama of a 

330
00:18:42,760 --> 00:18:45,600
development can nonetheless have
a major impact on the Treasury's

331
00:18:45,600 --> 00:18:47,400
digital asset outlook. 
So I don't, I don't really know.

332
00:18:47,400 --> 00:18:52,120
It's Scott. 
So Scott Bessent and Howard 

333
00:18:52,120 --> 00:18:56,080
Lutnick were the the choices and
I think they were both pretty 

334
00:18:56,080 --> 00:19:01,200
crypto friendly. 
And now it looks like a new some

335
00:19:01,200 --> 00:19:05,680
of the new candidates he's 
talking with are like are like 

336
00:19:05,680 --> 00:19:09,880
had like pro CBDC positions it. 
Looks like there's beef. 

337
00:19:10,360 --> 00:19:13,160
The issues appear to primarily 
be interpersonal, according to 

338
00:19:13,160 --> 00:19:17,000
the report. 
Lutnick, who also runs Trump's 

339
00:19:17,000 --> 00:19:19,000
transition team, has 
aggressively lobbied to have 

340
00:19:19,000 --> 00:19:22,800
himself appointed to run the 
Treasury and has denigrated the 

341
00:19:22,800 --> 00:19:26,080
sense fitness to occupy the 
position as a means to elevate 

342
00:19:26,080 --> 00:19:27,880
his chances. 
It looks like looks like they're

343
00:19:27,880 --> 00:19:29,800
beefing. 
That's what's happening. 

344
00:19:30,640 --> 00:19:32,120
Right. 
And this guy, Kevin Warsh now, 

345
00:19:32,120 --> 00:19:36,160
who's a a new front runner 
potentially has previously 

346
00:19:37,200 --> 00:19:42,640
praised CBD CS And there's there
there's some concerns about 

347
00:19:42,640 --> 00:19:48,080
what, what kind of policy they 
would enact, which is a problem,

348
00:19:48,080 --> 00:19:49,840
right? 
Because I mean, at least for CT,

349
00:19:50,240 --> 00:19:53,800
everyone was mega pro Trump as 
as good for crypto. 

350
00:19:54,120 --> 00:19:58,240
And we're already saying that 
that might not be the case. 

351
00:19:58,240 --> 00:20:01,000
But we we also it is a mixed day
of news, right, Because we also 

352
00:20:01,000 --> 00:20:02,960
saw Trump acquire crypto or 
looking to go. 

353
00:20:05,000 --> 00:20:08,440
So I think it it's it's probably
a little too soon to to raise, 

354
00:20:08,480 --> 00:20:11,520
you know, to get too concerned, 
but this choice is, is 

355
00:20:11,520 --> 00:20:12,960
definitely going to be 1 to 
watch. 

356
00:20:13,320 --> 00:20:16,760
Yeah, definitely, definitely 
want to watch the back stuff. 

357
00:20:16,760 --> 00:20:18,240
I wanted to go over because it's
very interesting. 

358
00:20:18,240 --> 00:20:19,920
I mean, if there if this 
company's going to acquire like 

359
00:20:19,920 --> 00:20:24,200
a crypto trading exchange and on
the on the the word Liberty defy

360
00:20:24,200 --> 00:20:28,120
side, they're going to launch a,
a, a, a stable coin. 

361
00:20:29,120 --> 00:20:31,280
I think. 
I think it's it's starting to 

362
00:20:31,280 --> 00:20:34,160
get really, really interesting 
here. 

363
00:20:34,200 --> 00:20:35,640
Did we lose dollars at me? 
Oh, you're here. 

364
00:20:35,640 --> 00:20:38,160
OK, sorry. 
I think it's my Wi-Fi is still 

365
00:20:38,880 --> 00:20:41,920
playing around here. 
So anyways, so there's that. 

366
00:20:42,040 --> 00:20:43,480
Anyway, so that was a news on 
the Trump side. 

367
00:20:43,480 --> 00:20:44,640
I thought that was super 
interesting. 

368
00:20:45,080 --> 00:20:47,000
I mean, look, it can only be 
bullish if the president-elect 

369
00:20:47,000 --> 00:20:50,520
is not, not only launching a 
fucking coin and A and a 

370
00:20:50,520 --> 00:20:53,880
protocol on the theorem and on 
top of that, you know, buying 

371
00:20:53,880 --> 00:20:56,440
crypto exchanges, right? 
So, so I absolutely love to see 

372
00:20:56,440 --> 00:20:58,520
that. 
Anyways, the other news was 

373
00:20:58,520 --> 00:21:00,800
Magic Eden. 
Magic Eden Boyd Logan wrote an 

374
00:21:00,800 --> 00:21:03,200
article yesterday on the crypt. 
Of course, it was based on the 

375
00:21:03,200 --> 00:21:05,840
whales market. 
I'd be worried wary of just 

376
00:21:05,840 --> 00:21:07,880
following the whales market. 
Of course, we've seen how that's

377
00:21:07,880 --> 00:21:11,360
happened for us before. 
But the headline was nice was 

378
00:21:11,360 --> 00:21:13,960
magic Eden traders set to 
receive $312 million worth of 

379
00:21:13,960 --> 00:21:15,320
AirDrop of Emmy tokens and 
AirDrop. 

380
00:21:15,320 --> 00:21:17,640
Look, we don't have details on 
the on the diamonds yet. 

381
00:21:17,640 --> 00:21:20,240
So tread lightly when it comes 
to like the headlines and stuff 

382
00:21:20,480 --> 00:21:21,840
and the numbers being thrown 
around. 

383
00:21:21,840 --> 00:21:23,760
But I mean, Carla, it's some 
good news. 

384
00:21:24,680 --> 00:21:27,240
Really good news. 
So yesterday we got the official

385
00:21:27,240 --> 00:21:31,160
tokenomics from the Magic Eden 
Foundation of around the 

386
00:21:31,160 --> 00:21:35,000
upcoming ME token AirDrop. 
A few quick details. 1 billion 

387
00:21:35,000 --> 00:21:37,600
tokens overall. 
The initial AirDrop claim is 

388
00:21:37,600 --> 00:21:40,720
going to be 12 1/2%, so 125 
million tokens. 

389
00:21:40,960 --> 00:21:46,200
The community is going to get 
about 38% as well down the line.

390
00:21:46,200 --> 00:21:48,840
The team is basically keeping 
50% for themselves and 

391
00:21:48,840 --> 00:21:52,120
contributors and sharing 50% 
with the community over the next

392
00:21:52,120 --> 00:21:54,520
four years. 
So that's the split, 5050 split.

393
00:21:54,680 --> 00:21:57,520
We still don't know the details 
of the conversion of diamonds to

394
00:21:57,520 --> 00:21:58,880
tokens. 
That's the still the big 

395
00:21:58,880 --> 00:22:02,240
question out there on everyone's
mind. 

396
00:22:02,480 --> 00:22:05,200
But the reason for some 
additional excitement and the 

397
00:22:05,200 --> 00:22:09,720
splashy headlines here is the 
Emmy token did triple in the pre

398
00:22:09,720 --> 00:22:12,480
market trading yesterday. 
It did go from about a dollar to

399
00:22:12,480 --> 00:22:14,160
$3.00. 
And of course, take this with a 

400
00:22:14,160 --> 00:22:17,200
grain of salt. 
You know, we've seen where other

401
00:22:17,200 --> 00:22:19,600
tokens have traded and typically
they've they've come out about 

402
00:22:19,600 --> 00:22:23,000
50 to 60% lower on actual 
markets than they have on pre 

403
00:22:23,000 --> 00:22:25,640
markets. 
But still, I mean, even if 

404
00:22:25,640 --> 00:22:28,400
that's the case, you'd still 
rather open 50 to 60% lower than

405
00:22:28,400 --> 00:22:31,600
$3 than $1.00. 
And there wasn't decent volume. 

406
00:22:31,600 --> 00:22:34,560
It was like 200,000 in in 
trading volume on Wales. 

407
00:22:34,560 --> 00:22:41,120
So you know, at least a a bit of
action yes in two 228,000 on the

408
00:22:41,120 --> 00:22:43,520
the day that was enough to move 
it up 180%. 

409
00:22:44,120 --> 00:22:47,720
So that tokens trading at $2.90 
pre market right now, which 

410
00:22:47,720 --> 00:22:52,840
would be a $3 billion FTV. 
That's that's an interesting 

411
00:22:52,840 --> 00:22:55,080
number that's a bit higher than 
I probably would have projected 

412
00:22:55,080 --> 00:22:58,720
Magic King to come out. 
But I feel like I'm also 

413
00:22:58,720 --> 00:23:01,280
anchored to these bear market 
air drops. 

414
00:23:01,920 --> 00:23:05,320
And I guess we haven't really 
seen a a true or like bull 

415
00:23:05,320 --> 00:23:08,840
market AirDrop in a while. 
So and maybe this is one where 

416
00:23:08,840 --> 00:23:11,640
you kind of throw some of the 
valuations and logic out the 

417
00:23:11,640 --> 00:23:13,000
window a little bit. 
Maybe it's true. 

418
00:23:14,160 --> 00:23:16,600
I mean, this is like FDV is back
to being total meme, right? 

419
00:23:16,600 --> 00:23:18,280
Like what do you think, Mind on 
this me AirDrop? 

420
00:23:18,280 --> 00:23:21,840
Like could this be like the 
AirDrop like a la 2021, like 

421
00:23:21,840 --> 00:23:24,360
something that just goes 
absolutely insane? 

422
00:23:24,360 --> 00:23:26,920
We know they have big events 
coming up, so it's like I wonder

423
00:23:26,920 --> 00:23:29,080
what's going to happen there. 
But what do you make of the 

424
00:23:29,080 --> 00:23:30,880
magic eating AirDrop and 
everything on that in that 

425
00:23:30,880 --> 00:23:32,520
sense? 
I'd like that team. 

426
00:23:32,680 --> 00:23:35,920
Let's see what happens. 
I don't think it's not like NFT 

427
00:23:36,280 --> 00:23:39,360
marketplaces are the hottest 
thing this cycle, but but I 

428
00:23:39,360 --> 00:23:42,400
think it's it'll probably 
benefit people who've been in 

429
00:23:42,400 --> 00:23:46,480
NFTS for a while. 
The best and I think the the 

430
00:23:46,480 --> 00:23:49,200
real growth thing for them is 
the Rune slash ordinals 

431
00:23:49,240 --> 00:23:51,240
ecosystem, which they kind of 
dominate. 

432
00:23:51,680 --> 00:23:55,160
So if they can get that more 
liquid, then I think people can 

433
00:23:55,160 --> 00:23:57,600
get super bullish on it. 
It seems like they're they're 

434
00:23:57,600 --> 00:24:00,240
looking to lean into more liquid
token trade and some of the 

435
00:24:00,240 --> 00:24:03,720
recent updates seem like more 
than just rooms like they they 

436
00:24:03,720 --> 00:24:06,680
want to expand. 
So I think that's that's where 

437
00:24:06,680 --> 00:24:10,200
you can get a little bit more 
potentially bullish on them. 

438
00:24:10,200 --> 00:24:11,960
I agree. 
And I was looking at the the the

439
00:24:11,960 --> 00:24:16,360
metrics on TX. 
So here again this morning over 

440
00:24:16,360 --> 00:24:20,600
the last six months, Magic Eden 
56% market share. 

441
00:24:21,160 --> 00:24:22,480
All right, I'm sorry that that's
a lot. 

442
00:24:22,480 --> 00:24:25,080
Let me let me pull this up 
again. 

443
00:24:28,120 --> 00:24:31,600
Yeah, so they are #1 in volume 
over the last six months with 

444
00:24:31,600 --> 00:24:35,880
34% overall market share across 
all chains, Blairs #2 Open seas 

445
00:24:35,880 --> 00:24:37,640
#2. 
They're actually questioning it.

446
00:24:37,640 --> 00:24:41,040
What's the website again, Tyler?
TXOT i.e. 

447
00:24:41,040 --> 00:24:45,680
XO com they've got good. 
Yeah TXO com yeah so it's a good

448
00:24:45,680 --> 00:24:48,920
website to see all this all the 
stats they're absolutely fucking

449
00:24:48,920 --> 00:24:53,040
killing it I mean there's no. 
Has anyone been watching what's 

450
00:24:53,040 --> 00:24:54,360
going on with the AI coins over 
the last 20? 

451
00:24:54,360 --> 00:24:56,000
Four hours. 
Yeah, I, I was going to ask that

452
00:24:56,000 --> 00:24:58,360
as well. 
Like so, so the magic eating air

453
00:24:58,360 --> 00:25:00,960
drop, that's that. 
I was going to ask you if you 

454
00:25:00,960 --> 00:25:04,120
know what's because we also got 
a question in the, in the, in 

455
00:25:04,120 --> 00:25:09,680
the, in the comments just about 
like this whole like what the 

456
00:25:09,680 --> 00:25:11,720
hell happened overnight with 
AI16Z and Baifu? 

457
00:25:11,720 --> 00:25:13,200
I don't know. 
I even even looked it up. 

458
00:25:13,200 --> 00:25:14,440
I've been too busy since I woke 
up. 

459
00:25:14,440 --> 00:25:16,440
I've no clue what's going on. 
Like, I just know there's beef. 

460
00:25:17,360 --> 00:25:21,040
Even I catch up with it like 
it's kind of a bit strange. 

461
00:25:21,040 --> 00:25:24,920
So the AI16Z is a, you'll see. 
It's a Dow. 

462
00:25:24,920 --> 00:25:25,960
It's like an investment, Dow 
talked. 

463
00:25:26,240 --> 00:25:28,240
About yesterday like it went 
like 500 mil or something. 

464
00:25:28,520 --> 00:25:33,440
Right, that invests in or kind 
of slot half incubates new AI 

465
00:25:33,440 --> 00:25:42,000
tokens and one of the first 
tokens that they were that they 

466
00:25:42,000 --> 00:25:45,840
were kind of incubating token 
called Eliza. 

467
00:25:47,520 --> 00:25:52,720
But it was like, I don't think 
they created it in some way like

468
00:25:52,720 --> 00:25:55,800
it was not actually linked to 
the original team. 

469
00:25:55,880 --> 00:26:01,720
It was like more made as like 
almost like a fan token named 

470
00:26:01,720 --> 00:26:07,680
after the the like they are 
trying to launch like various 

471
00:26:07,680 --> 00:26:10,760
different protocols within AI 
and when the their main 

472
00:26:10,760 --> 00:26:12,080
framework is going to be called 
Eliza. 

473
00:26:12,080 --> 00:26:14,840
So someone created an Eliza 
coin, but it wasn't like theirs.

474
00:26:15,520 --> 00:26:21,720
So then they made their own one 
and they didn't give it to the 

475
00:26:21,720 --> 00:26:23,800
investors of AI16Z or something 
like that. 

476
00:26:24,400 --> 00:26:27,200
Anyway, AI16Z token like dropped
50%. 

477
00:26:28,640 --> 00:26:32,360
Oh, actually you've done it. 
Yeah, yeah, this is it. 

478
00:26:33,240 --> 00:26:37,600
And then kind of both ones have 
now the like the original 1 

479
00:26:37,600 --> 00:26:40,760
dumped but then has rebounded 
back to like an all time high 

480
00:26:40,960 --> 00:26:43,400
and then the new one has also 
run up. 

481
00:26:43,560 --> 00:26:45,160
So it's kind. 
Of a little intense for me. 

482
00:26:46,960 --> 00:26:50,560
Some wild action like I was 
scrambling to catch up this 

483
00:26:50,560 --> 00:26:53,920
morning that V shape recovery on
on the Eliza. 

484
00:26:53,960 --> 00:26:56,640
So I think a few things are 
happening. 

485
00:26:56,640 --> 00:27:01,360
I think there was also perhaps 
the piece I'm missing is if 

486
00:27:01,640 --> 00:27:10,520
they, if Shaw, so Shaw's the, 
the head of AI16Z and that token

487
00:27:11,160 --> 00:27:15,720
has kind of become one of the 
majors in the AI sector and it, 

488
00:27:15,720 --> 00:27:18,160
and it's more of just the Dow. 
It's kind of like they're 

489
00:27:18,160 --> 00:27:20,480
becoming a launchpad. 
They're they're, they're doing a

490
00:27:20,480 --> 00:27:24,520
whole lot of things. 
Any coin that Shaw would mention

491
00:27:24,520 --> 00:27:28,120
or the AI16Z would endorse would
just instantly rocket. 

492
00:27:28,120 --> 00:27:30,640
We saw them hit a new all time 
high yesterday at 500 million 

493
00:27:30,640 --> 00:27:34,040
before all this came out. 
And then it looks like he was 

494
00:27:34,040 --> 00:27:38,880
just kind of frustrated with 
like either the V Baifu team and

495
00:27:38,880 --> 00:27:41,480
or the the Eliza token that got 
launched before. 

496
00:27:41,480 --> 00:27:45,080
So they launched their own, 
their own ended up running to it

497
00:27:45,720 --> 00:27:50,720
ran up 75,000%, hit like 100 
million, the OG crashed and then

498
00:27:50,720 --> 00:27:53,400
the new one rebounded. 
And now they're kind of fighting

499
00:27:53,400 --> 00:27:55,400
back. 
So it's become a very like PvP 

500
00:27:55,800 --> 00:27:58,000
situation. 
They did say they're going to 

501
00:27:58,000 --> 00:28:01,200
AirDrop. 
They took a snapshot of the OG 

502
00:28:01,240 --> 00:28:05,720
token holders and they're going 
to be gifting them I think 10% 

503
00:28:05,760 --> 00:28:08,800
of the nude Balkan it it's 
messy. 

504
00:28:09,720 --> 00:28:13,720
I don't like this stuff. 
The the from an AI 6 so I I 

505
00:28:13,720 --> 00:28:15,920
bought the I'll I'll disclose. 
So I I bought I woke up and 

506
00:28:15,920 --> 00:28:17,800
bought the AI16Z dip so I was 
there. 

507
00:28:18,120 --> 00:28:20,720
I mean, this is great. 
Yesterday I was thinking about 

508
00:28:20,720 --> 00:28:24,080
buying at 4:40 so when I woke up
and saw it at 270 it it seemed 

509
00:28:24,080 --> 00:28:27,200
like a a strong buy. 
This feels like fun. 

510
00:28:27,200 --> 00:28:30,240
They get past to me. 
I think the movement's still 

511
00:28:30,240 --> 00:28:32,600
bigger. 
I think when it was Zero Bro 

512
00:28:32,600 --> 00:28:34,080
though, right? 
Because Zero Bro on the same 

513
00:28:34,080 --> 00:28:37,280
night announced its own AI agent
protocol, right? 

514
00:28:37,640 --> 00:28:41,120
So they swooped in and basically
announced we're going to be 

515
00:28:41,120 --> 00:28:44,040
doing an AI agent protocol, not 
not a Dow. 

516
00:28:44,320 --> 00:28:47,880
Oh God. 
Launched their own thing which 

517
00:28:47,880 --> 00:28:51,480
is similar. 
To the holy moly. 

518
00:28:52,000 --> 00:28:55,080
And that hit nearly 500 million.
Oh. 

519
00:28:55,440 --> 00:28:58,520
It hit it actually. 
Yeah, Now holding at 400 

520
00:28:58,520 --> 00:29:02,800
million, the same time that Andy
went on Thread Guy's stream and 

521
00:29:02,800 --> 00:29:06,040
did, I did, thought a great, did
a great job. 

522
00:29:06,320 --> 00:29:11,080
Spoke about like. 
Go, he basically said the 

523
00:29:11,080 --> 00:29:12,680
outlines for Go. 
So I think he's like, they're 

524
00:29:12,680 --> 00:29:16,560
going to announce like a some 
sort of governance of the tokens

525
00:29:16,560 --> 00:29:19,280
that Go had. 
They want to, he was indicating 

526
00:29:19,280 --> 00:29:22,360
that they want to put them into 
like an LP so it creates yield 

527
00:29:22,760 --> 00:29:27,480
and then therefore can basically
make funds for GOAT to continue.

528
00:29:28,160 --> 00:29:32,880
So he would be one of the main 
LP's of this basically. 

529
00:29:34,280 --> 00:29:38,560
So and then he just talked about
the future of AI and it seemed 

530
00:29:39,480 --> 00:29:41,680
obviously all the classic 
bullishness stuff like we're so 

531
00:29:41,720 --> 00:29:44,800
early, all that sort of stuff. 
But it does feel like they're 

532
00:29:44,800 --> 00:29:47,280
going to be upgrading it. 
He was like, this is only 10%. 

533
00:29:47,760 --> 00:29:52,600
It does only 10% of the things 
that current models even allowed

534
00:29:52,600 --> 00:29:55,920
to be capable of because it's 
it's actually using the ChatGPT 

535
00:29:57,080 --> 00:30:01,280
2. 
It's not using the 4.0 model. 

536
00:30:01,320 --> 00:30:06,040
Oh wow yeah. 
So he said like even if we 

537
00:30:06,040 --> 00:30:09,400
upgraded it tomorrow, like it 
would have massive, massively 

538
00:30:09,760 --> 00:30:13,240
higher capabilities. 
But I think my main take away 

539
00:30:13,280 --> 00:30:19,040
from it was like, it's actually 
more, I don't know the way that 

540
00:30:19,040 --> 00:30:23,360
he's describing it, it's very 
human like, like even like he 

541
00:30:23,600 --> 00:30:25,800
like Annie seems to be having 
like regular conversations with 

542
00:30:25,800 --> 00:30:27,760
it. 
So and obviously it has its own 

543
00:30:27,760 --> 00:30:29,960
inbuilt memory, which most AI 
don't, right? 

544
00:30:29,960 --> 00:30:32,680
They don't, they don't really 
have any memory around them. 

545
00:30:32,680 --> 00:30:37,720
So it's weird, like the way it's
more the main, main way, main 

546
00:30:37,720 --> 00:30:41,560
take away from this is that Andy
seems to be treating this like a

547
00:30:41,760 --> 00:30:44,760
you would treat a human. 
And it seems to be like acting 

548
00:30:44,760 --> 00:30:46,040
like that. 
I'm not saying it's like 

549
00:30:46,040 --> 00:30:48,240
sentient in any sort of way, but
it's interesting to see someone 

550
00:30:48,640 --> 00:30:52,200
speak about this as if like it's
like a like an actual person. 

551
00:30:53,120 --> 00:30:54,640
So cute how you speak about 
goat. 

552
00:30:57,200 --> 00:31:00,320
I got to go, but it's. 
So cute. 

553
00:31:00,320 --> 00:31:04,520
You know, it's it's very cute 
the way you speak about goat. 

554
00:31:04,600 --> 00:31:05,880
OK, I guess that stream went 
well. 

555
00:31:05,880 --> 00:31:08,040
I got to go back and watch it. 
I didn't I didn't get to see it 

556
00:31:08,200 --> 00:31:11,920
so busy yesterday Money is 
erect, but OK, that's that's a 

557
00:31:11,920 --> 00:31:14,320
good breakdown. 
So zero bro seems to seems to be

558
00:31:14,320 --> 00:31:16,720
the leader leader here on the AI
front. 

559
00:31:16,760 --> 00:31:17,400
I. 
Missed that. 

560
00:31:17,400 --> 00:31:21,000
I think that that took a huge 
put a huge dent in VI Baifu 

561
00:31:21,120 --> 00:31:23,880
Dasha as well. 
So Dasha had run up to 200. 

562
00:31:24,840 --> 00:31:27,920
That's the AI Launchpad, yeah. 
I saw that. 

563
00:31:28,320 --> 00:31:30,960
Talk 3493 had launched on and 
some others. 

564
00:31:31,560 --> 00:31:36,920
It's 115. 
I'll still and no coins because 

565
00:31:36,920 --> 00:31:40,000
I say every time I have a coin 
on the show before I if I have 

566
00:31:40,000 --> 00:31:41,520
it. 
I still have no far coin, but I 

567
00:31:41,520 --> 00:31:44,000
still prefer that one over every
single one you just named. 

568
00:31:44,360 --> 00:31:47,480
You've got some entry options. 
I got entry options I actually 

569
00:31:47,480 --> 00:31:48,640
missed. 
You know what I'm going to do 

570
00:31:48,640 --> 00:31:51,320
with this one because you can 
see it Wicks down a lot like and

571
00:31:51,320 --> 00:31:53,320
it gets bought out. 
I'm just going to put stink bids

572
00:31:53,320 --> 00:31:54,480
on and then if they hit, they 
hit. 

573
00:31:54,480 --> 00:31:56,280
If they don't hit, I'll just 
I'll just celebrate you guys, 

574
00:31:56,280 --> 00:31:59,200
you know what I mean? 
But like, I just I just think 

575
00:31:59,200 --> 00:32:02,480
it's I don't know, like there's 
none of this crazy shit. 

576
00:32:03,040 --> 00:32:04,680
You know what I mean? 
Like, because these AI agents 

577
00:32:04,680 --> 00:32:06,200
like let's talk about it for a 
minute because I saw a tweet 

578
00:32:06,200 --> 00:32:09,480
from Beanie this morning. 
Beanie who was like actually put

579
00:32:09,480 --> 00:32:14,040
his account on private curious 
and he said, so here's his take,

580
00:32:14,040 --> 00:32:15,200
right? 
Like, and I'm not saying I 

581
00:32:15,200 --> 00:32:16,440
agree. 
I just want to read the take. 

582
00:32:16,480 --> 00:32:18,800
OK, just quickly before I do 
this because I'm being screamed 

583
00:32:18,800 --> 00:32:20,440
at by Sims in the back of 
skinking Sims. 

584
00:32:20,680 --> 00:32:25,440
The code today is sole Sol sole 
like the sun or the best coin in

585
00:32:25,440 --> 00:32:27,280
the space. 
So anyways, check it out. 

586
00:32:27,280 --> 00:32:33,800
Rafflebots dot XYZ rafflebot dot
XYZRAFFLEBOT T dot XYZ. 

587
00:32:33,920 --> 00:32:35,880
Every Tuesday, Wednesday, 
Thursday, Friday, we give money 

588
00:32:35,880 --> 00:32:37,240
away. 
Shit, I need to do the loot box.

589
00:32:37,520 --> 00:32:39,120
Oh my God. 
OK Tyler, you're going to have 

590
00:32:39,120 --> 00:32:41,520
to speak like 5 minutes straight
because I did not prep the loot 

591
00:32:41,520 --> 00:32:43,960
box at all. 
So you go there, the code is 

592
00:32:43,960 --> 00:32:45,880
Sol. 
Every day we give away minimum 

593
00:32:45,880 --> 00:32:50,200
2K maximum like 120 bands every 
single day, month, four days a 

594
00:32:50,200 --> 00:32:52,440
week. 
We've given $1.2 million away 

595
00:32:52,440 --> 00:32:54,360
since since Feb. 
So you know what? 

596
00:32:54,360 --> 00:32:56,320
I'm not a bunch of pudgy 
Penguins in there today because 

597
00:32:56,320 --> 00:32:58,800
Lucas in the audience and we got
to talk about pudgies for a 

598
00:32:58,800 --> 00:33:01,640
second after this. 
But maybe someone hits a pudgy 

599
00:33:01,640 --> 00:33:03,520
today. 
So raffle ball dot XYZ enter the

600
00:33:03,520 --> 00:33:05,440
win. 
We do that every day almost. 

601
00:33:05,440 --> 00:33:07,840
So what are we talking about Far
Coin? 

602
00:33:08,200 --> 00:33:10,320
Oh, I can, yeah. 
We can talk about Far Coin for a

603
00:33:10,320 --> 00:33:12,880
second, then I'll, then I'll we 
can pivot back to Beanie's. 

604
00:33:13,520 --> 00:33:15,720
Yeah, I'm curious your take on 
what Beanie had to say, 

605
00:33:15,720 --> 00:33:18,520
honestly. 
Just quickly on far coin, I'll 

606
00:33:18,520 --> 00:33:20,840
run my TA. 
We haven't had any red days in 

607
00:33:20,960 --> 00:33:22,480
no finally they say in two 
weeks. 

608
00:33:22,480 --> 00:33:24,720
So not surprised to see a 
pullback here. 

609
00:33:25,960 --> 00:33:27,400
I'm looking to potentially buy 
the dip. 

610
00:33:27,440 --> 00:33:29,680
I think that that that's enough.
We can move on to beanies take a

611
00:33:29,680 --> 00:33:31,440
little bit more interesting of a
discussion topic. 

612
00:33:31,440 --> 00:33:34,000
So he I'll read the most 
concerning part about this AI 

613
00:33:34,000 --> 00:33:36,400
mean quid meta is that the tech 
supposedly fascinating people 

614
00:33:36,400 --> 00:33:38,920
here is literally non existent. 
Meanwhile real builders are in 

615
00:33:38,920 --> 00:33:41,520
actual trenches, starred for 
attention and funding. 

616
00:33:41,520 --> 00:33:42,880
There's there's no way this ends
well. 

617
00:33:42,880 --> 00:33:44,760
It will drive an innovation 
glut. 

618
00:33:45,680 --> 00:33:48,560
I feel like I've got the the 
exact polar opposite take. 

619
00:33:48,560 --> 00:33:51,800
I feel like one of the more 
exciting parts about this meta 

620
00:33:51,800 --> 00:33:55,160
is it seems that like real 
builders are being rewarded. 

621
00:33:55,160 --> 00:33:59,000
Like I haven't had a chance to 
listen to the Andy stream with 

622
00:33:59,000 --> 00:34:01,560
with red guy yet. 
I think one of the takeaways 

623
00:34:01,560 --> 00:34:05,040
I've got from folks who did 
listen is that he is a real AI 

624
00:34:05,040 --> 00:34:08,920
researcher and like, and he's 
deep in this. 

625
00:34:09,000 --> 00:34:13,480
So like, that's one example of, 
of a real AI researcher builder 

626
00:34:13,480 --> 00:34:17,880
winning like the whole, and you 
got AI16Z Dow, which is 

627
00:34:17,880 --> 00:34:23,040
literally trying to, to support 
builders and, and they're doing 

628
00:34:23,040 --> 00:34:25,840
some curation and, and you can 
say the whole thing with Eliza 

629
00:34:25,840 --> 00:34:27,760
was messy. 
Whatever, that that's a 

630
00:34:28,000 --> 00:34:30,239
sideshow. 
It's a distraction from what 

631
00:34:30,239 --> 00:34:32,360
they're trying to do. 
I, I, I, I actually think this 

632
00:34:32,360 --> 00:34:34,159
is the bright spot in the whole 
bean coin sector. 

633
00:34:34,440 --> 00:34:40,000
Like you could be upset that, 
you know, that Moodang, that 

634
00:34:40,000 --> 00:34:42,159
fart coin. 
They're not really providing any

635
00:34:42,159 --> 00:34:44,639
value to, to the space. 
They're just memes like what 

636
00:34:44,639 --> 00:34:47,760
whatever, but but this is is 
actually a little bit different.

637
00:34:47,760 --> 00:34:50,880
There actually is real tech 
being built like we're seeing AI

638
00:34:50,880 --> 00:34:53,280
agent launchpads like that's 
genuinely cool. 

639
00:34:53,840 --> 00:34:56,840
Like I think the next thing 
we're going to see is bots, AI 

640
00:34:56,840 --> 00:35:00,000
agents, which can trade on chain
like that is a cool innovation. 

641
00:35:00,560 --> 00:35:02,960
And I think we're we're we're 
right there like we're we are on

642
00:35:02,960 --> 00:35:05,600
the cusp of that. 
So I mean, I couldn't be on. 

643
00:35:05,760 --> 00:35:08,040
The I agree with you. 
I think what beanie means is 

644
00:35:08,040 --> 00:35:10,720
that and and what's bound to 
happen right now is that there's

645
00:35:10,720 --> 00:35:14,920
going to be all these AIS or 
powered by an AI bullshit that's

646
00:35:14,920 --> 00:35:17,480
like actually like just not. 
And there's going to be a lot of

647
00:35:17,480 --> 00:35:21,240
like trash. 
But amidst the trash, there's 

648
00:35:21,240 --> 00:35:23,880
like some really good builders, 
like being doing some cool 

649
00:35:23,880 --> 00:35:25,360
stuff. 
Like we talked we talked about 

650
00:35:25,360 --> 00:35:27,520
Desai yesterday. 
Of course, they had a obviously 

651
00:35:27,520 --> 00:35:29,200
has a huge pullback. 
I mean the fly died. 

652
00:35:29,800 --> 00:35:32,960
But dude, I have to say Tyler, 
like you're so funny, bro. 

653
00:35:32,960 --> 00:35:36,520
Like I swear to God, like 
yesterday and and and we were 

654
00:35:36,520 --> 00:35:38,320
talking in our chat. 
You're like a fly died. 

655
00:35:38,320 --> 00:35:40,360
I dumped on my riff. 
I was just like crying laughing.

656
00:35:40,360 --> 00:35:43,080
I was just like, it was so funny
because you're right. 

657
00:35:43,080 --> 00:35:45,080
Like the experiment fails now 
what? 

658
00:35:45,080 --> 00:35:47,160
Right, because like this side is
experimenting and supporting 

659
00:35:47,160 --> 00:35:48,720
experiments. 
What if the experiment doesn't 

660
00:35:48,720 --> 00:35:50,120
work while you're shorting it 
right? 

661
00:35:51,520 --> 00:35:52,960
Exactly. 
Like it, it's funny. 

662
00:35:52,960 --> 00:35:55,800
It's like I, I spent most of the
day yesterday just like thinking

663
00:35:55,800 --> 00:35:59,360
through these D side coins and 
like Mando gave us the advice in

664
00:35:59,360 --> 00:36:01,000
the bull market. 
Like sometimes you have to throw

665
00:36:01,000 --> 00:36:03,560
logic aside like the valuations 
won't make sense. 

666
00:36:03,640 --> 00:36:06,240
They don't. 
I was looking at Rif run to $200

667
00:36:06,240 --> 00:36:09,880
million. 
I was looking at euro at 120 

668
00:36:09,880 --> 00:36:12,560
million. 
And I was like, these valuations

669
00:36:12,560 --> 00:36:17,600
don't really make a whole lot of
sense to, to, to me, like the, 

670
00:36:17,640 --> 00:36:19,920
the whole end case for these is 
that you eventually would 

671
00:36:20,120 --> 00:36:23,120
potentially get to sell this 
intervention or this drug to 

672
00:36:23,600 --> 00:36:27,240
like a real buy a real company 
who, who wants to develop that? 

673
00:36:28,040 --> 00:36:30,400
I have not had a chance to do 
research into to what those, 

674
00:36:30,400 --> 00:36:33,440
those kinds of deals are worth. 
But that that kind of feels like

675
00:36:33,440 --> 00:36:35,840
the same logic as as all of us 
who thought we were going to 

676
00:36:35,840 --> 00:36:39,000
sell our journey of art to 
museums back in 21. 

677
00:36:39,440 --> 00:36:43,280
Pfizer's going to buy our our 
our our our our D side our D 

678
00:36:43,280 --> 00:36:47,800
side 5 Moderna and the fucking 
AstraZeneca is bidding are 

679
00:36:47,800 --> 00:36:50,480
bidding bro. 
I had nice entries on both of 

680
00:36:50,480 --> 00:36:53,960
those and I was up in my 5 or 6X
and I saw the pumped out science

681
00:36:53,960 --> 00:36:56,680
confirmed that one of the flies 
died from the euro trials. 

682
00:36:56,680 --> 00:37:01,120
So I'm like I got and so I did 
and it actually went up for a 

683
00:37:01,120 --> 00:37:02,600
little bit. 
Apparently people hadn't found 

684
00:37:02,600 --> 00:37:05,320
the news. 
But there's there's some risks 

685
00:37:05,360 --> 00:37:09,640
that if the experiments don't go
well, like the I mean, the the 

686
00:37:09,640 --> 00:37:12,160
drug is literally so these 
aren't just like pure mean 

687
00:37:12,160 --> 00:37:14,080
plays, like they actually are 
tied to something. 

688
00:37:14,600 --> 00:37:17,280
So if the. 
One real experimentation like 

689
00:37:17,400 --> 00:37:19,600
like I have a friend that used 
to be in the medical field and 

690
00:37:19,880 --> 00:37:22,960
now he's like full time like 
trench warrior and he's a big 

691
00:37:22,960 --> 00:37:27,080
crypto guy and and actually he's
fascinated by that. 

692
00:37:27,400 --> 00:37:29,640
The D side part, none say that 
he hasn't bought any of the 

693
00:37:29,640 --> 00:37:32,080
coins yet necessarily, but he's 
interested in it because that's 

694
00:37:32,080 --> 00:37:35,800
his background medical and like 
pharma, like he was in the like 

695
00:37:36,000 --> 00:37:38,000
big pharma industry. 
So that's something that 

696
00:37:38,000 --> 00:37:41,560
interests him. 
Sure, crowdfunding research for 

697
00:37:41,560 --> 00:37:45,640
for longevity drugs is genuinely
interesting, but we also have to

698
00:37:45,720 --> 00:37:47,560
take into account objectively 
some of the some of the 

699
00:37:47,560 --> 00:37:50,680
valuations and the risk. 
It's actually there's a lot of 

700
00:37:51,400 --> 00:37:55,320
correlations with the AI agent 
meme coin market as well. 

701
00:37:55,320 --> 00:37:58,520
Like if if an AI agent's 
valuation gets to 10 to 20 

702
00:37:58,520 --> 00:38:01,040
million and the bot sucks like 
the the Twitter content is not 

703
00:38:01,040 --> 00:38:04,840
good like that. 
That is a real risk to the point

704
00:38:05,160 --> 00:38:07,640
I got that's actually a big 
reason why I sold the the punk 

705
00:38:07,640 --> 00:38:09,960
3493 the zombie one. 
I I didn't think the Twitter 

706
00:38:09,960 --> 00:38:13,360
content was very good. 
Yeah, that that thing was so 

707
00:38:13,360 --> 00:38:15,560
like, I have a friend asked me 
how long that meant I was going 

708
00:38:15,560 --> 00:38:16,560
to last. 
I was like it's going to die 

709
00:38:16,560 --> 00:38:19,080
tonight on Sunday night and 
didn't even live till Monday 

710
00:38:19,080 --> 00:38:21,200
morning. 
Well, it rebounded last night 

711
00:38:21,200 --> 00:38:25,240
because Shaw tweeted about it. 
He said something along the 

712
00:38:25,240 --> 00:38:30,680
lines of we should like 
celebrate zombie agents or 

713
00:38:30,680 --> 00:38:32,440
something. 
It ran back to 8 million, but 

714
00:38:32,440 --> 00:38:34,960
then it sold off again. 
So I love it. 

715
00:38:35,240 --> 00:38:36,880
I love it. 
Speaking of punks, there you go.

716
00:38:36,880 --> 00:38:37,840
Well, you see, well, you did 
this. 

717
00:38:37,840 --> 00:38:40,280
I finished the loot box. 
See, I, I've gone too quick with

718
00:38:40,280 --> 00:38:41,800
it. 
I had a bunch of pudgy Penguins 

719
00:38:41,800 --> 00:38:44,400
in the loot box. 
Because I see, I see pee pee. 

720
00:38:44,640 --> 00:38:47,800
I see, I see Lucanettes. 
I see the fam out there, you 

721
00:38:47,800 --> 00:38:49,360
know, pay attention. 
We'll be doing some cool stuff 

722
00:38:49,360 --> 00:38:52,800
with these folks soon, in a 
couple of weeks actually. 

723
00:38:52,920 --> 00:38:55,920
Anyway, so let's talk about FT's
a little bit Tyler. 

724
00:38:55,920 --> 00:38:57,520
Because we, we never make time 
for them. 

725
00:38:57,520 --> 00:38:59,200
Not our fault. 
There's so much to talk about, 

726
00:38:59,200 --> 00:39:01,440
but there's some movement. 
So punks are still above 100K. 

727
00:39:01,440 --> 00:39:04,760
So unless you have a PFP on 
100K, don't at me, don't time 

728
00:39:04,760 --> 00:39:06,520
grab me, don't what's at me, 
don't do anything. 

729
00:39:06,520 --> 00:39:09,640
But seems like the big winner. 
Yesterday, Tyler, you tweeted 

730
00:39:09,640 --> 00:39:12,640
about it. 
Pudgy Penguins just silently 

731
00:39:12,640 --> 00:39:16,960
creeping up to 12. 
Yeah, the the big winner. 

732
00:39:16,960 --> 00:39:21,000
So I, I forecasted this over the
weekend after pumps went up, 

733
00:39:21,200 --> 00:39:23,720
after pumps went up, I said the 
lookout. 

734
00:39:23,720 --> 00:39:26,720
This clears the air for the mid 
tiers to start leveling up and 

735
00:39:26,840 --> 00:39:30,000
we're starting to see that. 
I think Borage perhaps moved 

736
00:39:30,080 --> 00:39:32,120
first. 
They're up in 13 and Pudgy's 

737
00:39:32,120 --> 00:39:36,160
close behind 11.7. 
I think I saw him at 11.8 or 

738
00:39:36,160 --> 00:39:39,480
11.9, so just knocking on 12. 
We've got Luca. 

739
00:39:39,480 --> 00:39:42,720
We talked about this all on last
week's show, but Luca is clearly

740
00:39:42,720 --> 00:39:44,880
heating up. 
He seems like he's got a fire. 

741
00:39:45,000 --> 00:39:47,840
This motherfucker's tweeting 
like he's got that dog in him, 

742
00:39:47,840 --> 00:39:50,440
you know? 
Like he's, he's got a big tango 

743
00:39:50,480 --> 00:39:53,280
energy, you know? 
Yes, and winter is coming. 

744
00:39:53,960 --> 00:39:59,600
Winter is month away, so that's 
pudgy season. 

745
00:40:00,520 --> 00:40:02,520
Dude, this is a this it is it is
pudgies. 

746
00:40:02,520 --> 00:40:04,200
It is a winter. 
It is pudgy season. 

747
00:40:04,200 --> 00:40:05,760
So so pudgy. 
Ping was about 12-8. 

748
00:40:05,760 --> 00:40:10,360
The Zuki's at 462 bored apes at 
1322 million. 650 means to the 

749
00:40:10,360 --> 00:40:11,960
little Pudge is always a good 
play, right? 

750
00:40:11,960 --> 00:40:13,640
Like that always repriced a 
second right. 

751
00:40:13,640 --> 00:40:15,160
So like if you're trying to 
trade and you don't have the 

752
00:40:15,160 --> 00:40:17,760
money for a big pudgy, not 
saying that like little pudges 

753
00:40:17,760 --> 00:40:21,120
are cheap because still $3000 
NFT like usually that tends to 

754
00:40:21,120 --> 00:40:23,800
reprice with it. 
So that's something to pay 

755
00:40:23,800 --> 00:40:26,720
attention to when you move, when
you miss the the pudgy move. 

756
00:40:27,440 --> 00:40:31,440
And yeah, so, so look puncture 
3598 Pudgy's 1178. 

757
00:40:31,440 --> 00:40:36,040
So that were three to 1, three 
to one approximately that. 

758
00:40:37,360 --> 00:40:41,680
So it's it's it's interesting to
see you have doodles at 2:50. 

759
00:40:42,080 --> 00:40:44,480
It's going to be it's going to 
be a good, good watch. 

760
00:40:44,480 --> 00:40:46,680
I feel like there's a lot of 
activity right now in Solana 

761
00:40:46,680 --> 00:40:48,920
because that it's all the zero 
like it's. 

762
00:40:48,920 --> 00:40:52,600
All the wow 8.6. 
Well, it's all the coins. 

763
00:40:52,720 --> 00:40:55,000
It's all the NFT tie took to 
coins, right? 

764
00:40:55,920 --> 00:40:57,400
It is. 
The big thing happening on 

765
00:40:57,400 --> 00:41:01,080
Solana is all of the large 
memes, particularly in the AI 

766
00:41:01,080 --> 00:41:04,720
memes. 
Right now either side 

767
00:41:04,720 --> 00:41:07,120
collections are launching or 
actually endorsed 1. 

768
00:41:07,120 --> 00:41:10,560
So Zero Born is from the Zero 
bro team. 

769
00:41:11,160 --> 00:41:13,920
They launched it. 
I've fumbled this back. 

770
00:41:13,920 --> 00:41:18,960
So I had, I had a few around. 
One soul just launched this, cut

771
00:41:18,960 --> 00:41:20,720
them, cut ties to go chase 
something else. 

772
00:41:20,720 --> 00:41:23,400
And then now they're at 9:00. 
You may have to start a wallet 

773
00:41:23,400 --> 00:41:25,840
where like a thing where like 
you like when you make the right

774
00:41:25,840 --> 00:41:30,360
call, you send me your assets 
and like just don't send them 

775
00:41:30,360 --> 00:41:32,480
back to you until we feel like 
it's time. 

776
00:41:34,040 --> 00:41:36,200
That's the play. 
You're cool dude. 

777
00:41:36,520 --> 00:41:41,080
I mean 9 XI mean not of course 
there's like the the pump Fung 

778
00:41:42,000 --> 00:41:45,160
French plays where you can hit, 
you know, 40K that 3. 

779
00:41:45,160 --> 00:41:46,800
This is a safer 9X. 
Yeah, this. 

780
00:41:47,200 --> 00:41:49,720
Is like 1X so he could have done
this in decent size. 

781
00:41:49,840 --> 00:41:52,920
I think for the crypto like noob
or normie and the new person, 

782
00:41:52,920 --> 00:41:56,240
it's much easier trading 
pictures than trading coins. 

783
00:41:56,360 --> 00:41:59,400
Like way easier. 
First of all, they go to 0 less 

784
00:41:59,400 --> 00:42:02,320
fast. 
So how is that it takes longer 

785
00:42:02,320 --> 00:42:06,240
to go to 0 for an NFT, but 
they'll, they'll fly and they'll

786
00:42:06,320 --> 00:42:07,920
they like they go up nicely, you
know? 

787
00:42:09,280 --> 00:42:11,720
You do and it's a little slower 
pace so you can go to sleep A. 

788
00:42:12,000 --> 00:42:14,720
Little bit you can actually go 
after. 

789
00:42:14,920 --> 00:42:16,360
We go to bed. 
I had to evaluate my meme 

790
00:42:16,360 --> 00:42:17,960
positions and like can I hold 
the cert? 

791
00:42:18,640 --> 00:42:20,240
Got out of bed last night for a 
meme coin. 

792
00:42:20,240 --> 00:42:21,840
Tyler, huh? 
Poor choice, poor choice. 

793
00:42:22,640 --> 00:42:26,080
We could look faster, but on the
NFTS we can talk about ordinals 

794
00:42:26,080 --> 00:42:26,920
and rinse. 
So really. 

795
00:42:29,520 --> 00:42:31,120
I can't possibly have the 
fucking dog. 

796
00:42:31,120 --> 00:42:32,440
Can you make another clip of me 
today? 

797
00:42:32,440 --> 00:42:34,200
And I know you motherfuckers are
watching. 

798
00:42:34,760 --> 00:42:37,880
I know you motherfucker about to
clip this show again. 

799
00:42:38,080 --> 00:42:42,760
I know, I know again, you got 
what yesterday I said listen, 

800
00:42:42,760 --> 00:42:45,680
dog is the biggest dog on 
Bitcoin and it's OK because it's

801
00:42:45,680 --> 00:42:48,120
pumping pups, pups followed. 
It's a 400 mil. 

802
00:42:48,120 --> 00:42:50,840
I'm happy. 
So I got a lot of that and then 

803
00:42:51,120 --> 00:42:53,920
and then someone clipped it and 
then just like thousands of 

804
00:42:53,920 --> 00:42:58,440
likes like this shit's popping, 
OK and, and here we go now y'all

805
00:42:58,440 --> 00:43:03,080
got the OK X listing last night 
and, and now it's at $830 

806
00:43:03,080 --> 00:43:04,880
million. 
Tyler, here we go. 

807
00:43:05,040 --> 00:43:07,400
It's a big number. 
It's a big boy number. 

808
00:43:07,400 --> 00:43:08,800
I mean, it's back to nearly all 
time high. 

809
00:43:08,800 --> 00:43:12,920
All time was around 9. 
It never hit a billion, right? 

810
00:43:13,240 --> 00:43:15,000
It's a nine something. 
Yeah, I did not. 

811
00:43:15,000 --> 00:43:16,440
I think it got like 900I. 
Think. 

812
00:43:16,440 --> 00:43:17,640
There you go. 
They're here. 

813
00:43:18,240 --> 00:43:19,800
They're here. 
I know you fuckers. 

814
00:43:19,800 --> 00:43:20,840
They're. 
Everywhere they're looking, they

815
00:43:20,880 --> 00:43:23,120
got 95,000 holders. 
But you know what it is? 

816
00:43:23,120 --> 00:43:25,840
I'm so redacted because like it 
literally the name of the coin 

817
00:43:25,840 --> 00:43:29,120
is it's not dog like I I was. 
I was carried away by saying 

818
00:43:29,120 --> 00:43:30,720
like this is this. 
I don't know if this is a meme. 

819
00:43:31,080 --> 00:43:35,240
The name, the name is the meme. 
It's called dog go to the moon. 

820
00:43:36,400 --> 00:43:39,280
Can we faded something that's 
literally called dog go to the 

821
00:43:39,280 --> 00:43:42,960
moon? 
Solid 3X off the local bottom 

822
00:43:42,960 --> 00:43:45,560
here at this point, but it's you
got to root for it. 

823
00:43:45,560 --> 00:43:48,000
I think if you're in the sequel 
system, because it's dragging 

824
00:43:48,040 --> 00:43:49,760
everything up. 
Cypher's a huge winner. 

825
00:43:49,760 --> 00:43:51,720
It's up to 40 million. 
Yeah, Mori. 

826
00:43:52,760 --> 00:43:55,040
Told those ear drops but 
punishing the sellers. 

827
00:43:55,040 --> 00:43:57,560
The Minto Mori, it's back up to 
25,000,000. 

828
00:43:57,560 --> 00:43:59,040
That's an all time high that's 
going to go. 

829
00:43:59,040 --> 00:44:01,240
I mean, I remember telling you 
guys this day one like yeah, I 

830
00:44:01,240 --> 00:44:02,720
know it takes a while, but this 
is going to go. 

831
00:44:02,720 --> 00:44:03,920
I mean, this is the founder of 
ordinals. 

832
00:44:03,920 --> 00:44:05,840
That's the father of Ordinals. 
Like founded this and give it 

833
00:44:06,080 --> 00:44:07,440
for free to people. 
It's going to go. 

834
00:44:07,800 --> 00:44:11,640
I like this one. 
Billion dollar cats, 150 

835
00:44:11,640 --> 00:44:12,960
million. 
That's a new all time high for 

836
00:44:12,960 --> 00:44:15,200
it basically. 
Gizmo 50. 

837
00:44:15,520 --> 00:44:18,160
It's working a little bit, so I.
It's OK. 

838
00:44:18,560 --> 00:44:19,960
Pubs move. 
They they don't move at the same

839
00:44:19,960 --> 00:44:21,680
time. 
It's like pubs moves, then, then

840
00:44:21,680 --> 00:44:24,880
yeah. 
I think if I had to build a bag 

841
00:44:24,880 --> 00:44:27,200
here, I don't know, I'll 
decipher the AI thing. 

842
00:44:27,200 --> 00:44:29,160
So I you give it a shot like 
again, like it's just the on 

843
00:44:29,160 --> 00:44:30,920
ramp is impossible for these 
things, bro. 

844
00:44:30,920 --> 00:44:33,120
Like look at this. 
Like look at the look at the 

845
00:44:33,120 --> 00:44:37,080
volumes. 
Volumes on these? 

846
00:44:37,640 --> 00:44:39,240
I mean, you look at like the 
yesterday's big winner on 

847
00:44:39,240 --> 00:44:40,080
Unicorn is this chill guy, 
right? 

848
00:44:40,080 --> 00:44:41,400
I can talk about it because it's
50 mil. 

849
00:44:41,400 --> 00:44:43,480
It's OK. 
Like the volume on this one is 

850
00:44:43,480 --> 00:44:47,560
40 million dollars, 24 hours. 
And then you go back to to this,

851
00:44:47,560 --> 00:44:50,040
it's like 40 million is like 10 
times the total volume of the 

852
00:44:50,040 --> 00:44:53,520
entire Ruins board. 
I, I still think that's the 

853
00:44:53,520 --> 00:44:55,680
opportunity is, is when the 
trading experience gets easier. 

854
00:44:55,920 --> 00:44:58,520
We still have line of sight into
when that is I guess for dog 

855
00:44:58,800 --> 00:45:01,840
it's getting easier now as it's 
getting less on exchanges. 

856
00:45:02,520 --> 00:45:08,280
So that's your immediate out. 
Yeah, this is this is absolutely

857
00:45:08,280 --> 00:45:10,640
wild. 
So love to see that. 

858
00:45:10,640 --> 00:45:12,880
Speaking of Chunka, what a trade
so good. 

859
00:45:14,160 --> 00:45:16,480
By you, I think you shared it 
with some of us around 11. 

860
00:45:16,840 --> 00:45:18,240
I was late too. 
I was 9 mil. 

861
00:45:18,240 --> 00:45:21,120
I'm the I I'm the guy who broke 
it broke it to all time high 9 

862
00:45:21,120 --> 00:45:26,800
million yesterday right here. 
I was like, should I send this 

863
00:45:26,800 --> 00:45:29,440
coin? 
It did it in four exit 

864
00:45:29,440 --> 00:45:31,880
overnight. 
So we're eating. 

865
00:45:32,120 --> 00:45:34,400
Maybe that's why I couldn't stop
laughing this morning. 

866
00:45:35,400 --> 00:45:39,080
Whenever you see a meme going 
viral across Instagram, TikTok, 

867
00:45:39,080 --> 00:45:41,160
maybe it's worth the. 
That's the thing I want to talk 

868
00:45:41,160 --> 00:45:43,440
to about this with you and Mando
tomorrow when Mando's on, 

869
00:45:43,480 --> 00:45:45,880
because like I think you need to
rethink the way we like you, 

870
00:45:45,880 --> 00:45:49,160
meaning us, like everyone 
listening, like we trained in an

871
00:45:49,160 --> 00:45:53,880
echo chamber all year long, all 
bear market, long PvP bull 

872
00:45:53,880 --> 00:45:59,000
market becomes PVE and you can't
just be buying CT coins like 

873
00:45:59,000 --> 00:46:01,280
this chill guy thing. 
I have two friends of mine that 

874
00:46:01,280 --> 00:46:02,760
are fathers, right? 
One of them is Wiz. 

875
00:46:02,760 --> 00:46:05,680
The other one is Harold, right? 
They have kids, right? 

876
00:46:06,400 --> 00:46:10,480
And and and so it's like, oh, 
kid Wiz, you don't know if he 

877
00:46:10,480 --> 00:46:12,240
has kids or not because he 
tweets weird shit sometimes. 

878
00:46:12,240 --> 00:46:14,000
So he confirmed. 
But let's say my own, my homie 

879
00:46:14,120 --> 00:46:17,680
Harold like his kid or my friend
Michael, like their kids 

880
00:46:17,680 --> 00:46:19,680
actually like show them the 
chill guy dog. 

881
00:46:19,680 --> 00:46:23,440
So I was like, dude, like you 
got to trade what what normies 

882
00:46:23,440 --> 00:46:24,720
are going to come by? 
They're not going to come and 

883
00:46:24,720 --> 00:46:26,640
buy like your bag necessarily, 
right? 

884
00:46:26,640 --> 00:46:29,040
Like the DSI stuff, like AI 
stuff, like works out well 

885
00:46:29,400 --> 00:46:31,120
within CT. 
But like you, we got to think 

886
00:46:31,120 --> 00:46:33,120
outside CT here when we're 
buying mean corns, I think. 

887
00:46:34,880 --> 00:46:37,080
Yeah, it's smart. 
You need a balanced portfolio. 

888
00:46:39,120 --> 00:46:42,400
With NCT outside CT, you know. 
You don't balance me out because

889
00:46:42,400 --> 00:46:46,400
I was deep in the DSI trenches 
and AI agents and you've got a 

890
00:46:46,400 --> 00:46:48,960
chill guy hitting casual 4 or 
5X. 

891
00:46:50,040 --> 00:46:52,800
I thought it was late at 9 
million like genuinely and then 

892
00:46:52,800 --> 00:46:56,960
I was like oh, maybe not so so 
we're looking we are looking 

893
00:46:56,960 --> 00:47:00,200
good here We are looking finger 
licking good here all right 

894
00:47:00,200 --> 00:47:01,600
well, that's a good round up 
right Tyler? 

895
00:47:01,600 --> 00:47:03,640
I think we can go on to the 
yeah, we should go on to the to 

896
00:47:03,640 --> 00:47:05,680
the giveaway great round up. 
We meant to touch and everything

897
00:47:05,680 --> 00:47:09,000
to the even NFTS Look at that 
love to say all right Sims, it's

898
00:47:09,000 --> 00:47:11,520
time to pick winner here raffle 
ball dot XYZ hurry up y'all 

899
00:47:11,760 --> 00:47:16,040
soul, Sol, soul, soul, soul Sol.
Let's see what the code what who

900
00:47:16,040 --> 00:47:17,560
wins this time? 
Let's get it.

