Yo-yo, what up? What up?
Good morning, good morning, GMG and Woo.
Monday, September 11. That's 1111, by the way, 2020.
Look at that. Another beautiful day to have a
beautiful day. This show's dedicated in honor
of our fallen soldiers who, who you know, who you know, allowed
us, allowed us to have a good life.
You know, the, the, the, the millennials, the millennials,
this generation, our generation, you know, we're, we're able to
have a a pretty good life thanks to those folks who went out
there in the trenches while while the swimmers are in
different kind of trenches actually nowadays how things
have changed. But anyways, today I got my car
was in the house. Tyler Logan, good morning, Woo.
It's a bull market baby. I love the smell of napalm in
the morning. Tyler Logan Haiga is doing
today. Doing fantastic.
First off, we love our veterans. Thank you to everyone who has
served again for all of your service.
What a weekend man. I was at the water park but was
still able to to cut away from the family here and then every
few hours to to check in make a few trades so I I stayed active.
Can't leave the computer for too long.
No. This time of year.
It's not the time to have to to to to to remember that you have
kids. OK, this, This is why you sub
out. OK?
This is where you sub out and you're like wifey, please.
But it's the bull market. Logan, Logan, how you doing
today? Good morning.
Yeah, doing really, really well. Sun is still shining here
despite moving into mid November and then of course shining very
brightly on the market as well, so tough to tough to wake up
feeling too bad. Today, Yeah, yeah, if if you
woke up feeling bad today, probably in the wrong bags, you
know, but I think I think everything's up.
So I think I think no matter what it's genius season.
You could you could you could close your eyes and buy
something. It would probably be up tomorrow
morning. So, so we're looking good.
We're looking good. We're looking good.
Anyways, tell the show today, today market report as usual.
So we don't have Mando today, but we'll go through the market,
of course, and then we'll be going to town top 1000.
We got Logan on Logan, you know, zoo animal expert, AI expert,
all that stuff. Trench, trench expert.
I mean, you're gonna trench season.
I mean, we got we got to get Logan.
Oh yeah, I need to download Logan.
So much stuff happened in AI. So I'm going to go to like 50
mil overnight and zero bro dumped over it.
Like I'm dude, I I need I need the zoo animal and like AI
lowdown on this show because it's it's gone too crazy.
And then and then arbitral update.
So go over the usually we do it on Mondays.
We haven't we've been on like different days, but it's back on
the Mondays. So our Bob day as usual.
Thanks for partners there. And then the robot loot box
spins will not take over today because it's Monday, but back at
it tomorrow for the rest of the week every single day.
And last but not least, this show is powered by Galaxies.
Where is my read? With seamless built in
monetization tools, Galaxies enables development of
sustainable long term communities, fulfilling
Bitcoin's vision of the centralized freedom and
independence from centralized control.
Check out Galaxies Galaxies XYZ on X.
The fam will be with us at the Our House Miami, which by the
way, we're announcing dates today.
Let's go. And without further ado, Tyler.
Tyler, It feels like we have a lot to talk about today.
Let's recap this weekend and talk about top 1000.
Folks, there's a lot of top stories, but I'm going to start
with Bitcoin. It is all time high season
printing, all time highs every day right now.
Bitcoin is up 4% at 82,750 right now even on the day at 3200 sold
at 2:19. That's a a new all time high by
market cap as well. Suey leading alts this week and
it's up 70%. It's at all time high right now.
Doge put a three-year high at $0.30 that's $42 billion that's
the highest it's been since October 2021.
Coinbase stock 308 dollars this morning that's the highest it's
been since November 2021. We've got Bernstein, the the
massive investment company and fund manager telling people to
buy Bitcoin and crypto ASAP. So that is the message going out
to retail in mainstream here this morning in ETF news, we saw
a little bit of a cool down on the Bitcoin side, but ETH
picking up. ETF saw their two biggest days
in their history on Thursday and Friday and many are expecting
those to continue. A few other pieces of news here.
Coinbase rolled out a get 50 campaign giving users $50.00 in
Bitcoin and then Hash Key Capital and Decrypt have
launched Layer E Media, a new collaborative network that
unites Apex leading Web 3 publications to support Western
projects in navigating the region.
I'm sure we'll talk about that later on in today's show.
In protocol news, we're starting to get some early details on
Jupiter's Jupiter area 2025. Some initial info starting to
leak out more expected this week.
Polymarket has teased an AirDrop in its rewards claims, though
that has not been officially confirmed.
But it sure seems like 1 is coming.
And then LFJ, formerly Trader Joe's, has announced its token
mill products will go live on Solana here this week.
Damn. Meme coin streets, the majors
are mega Green Doge up 20%, Sheba up 10% with a 20%.
We've got Binance announcing surprise spot listings for
Peanut and Act AC we'll talk about.
That. They went to $500 million.
These things went absolutely nuclear on the news, but it was
a big, it was a big weekend for a lot of names.
FOG new all time high, 600 million.
GOAT hit 900, 150 million before pulling back a bit this morning.
Mudang hit 440 yesterday, it pulled back a bit as well.
Nero hit 1.1 billion. Since it's the new AI runner of
the night, it's up 16,000% overnight.
Perhaps Logie will have more info on that.
And the NFT streets was a solid week for ETH NFTS that they
closed, even maybe a little bit up with ETH, so we'll take that.
The Bitcoin NT leaders, though very great node Monkeys up 19%
puppets of 27% overnight and those runes leaders were also
green pups at 290 gizmo at 40 BDC doing well.
We have doodles teasing a new studio where users will be able
to quest, craft, trade, chat and earn rewards, and then new
teasers from open C2 Point O folks.
Retroactive AirDrop looks to be Oh my.
God. Retroactive AirDrop.
So that's the rundown. There's a lot we can get into.
I lost track of absolutely everything you just talked
about. There is so much there.
I mean, this was a week like this was a kind of I was telling
the boys in the studio before type of weekend where I brought
this desk chair mouse that the mouse, the fucking keyboard, the
computer, like the everything was downstairs because I wanted
to change air. So I was downstairs also sucking
me with Vanessa when she was watching TV.
So I was I was just all day this type of weekend where I spent 12
hours a day on 16. I don't even know.
I think the one I forget like 12 to 16 hours on the screen.
Still got the workouts in though.
Hey, remember, stay healthy, but a little bit of air as well.
But this is this is definitely lock in season.
I mean, where do we even start? Right?
Start with Bitcoin. I mean we have I mean look at
it. It's going as you're going,
guys. Are we going to hit 85 K today
or what? I mean, so 85 K, that's two.
That's another. I'll tell you what it is.
It's nothing. 85 K is another nothing now because keep in mind
1% candles are now like 85 K is not even like there's like 2%
bro. It's. 800, eight, $100 now.
So I mean, it's in play. 2 1/2 percent that's that's all. 818
K, 85 KS now. There, there's no number below
like 1:50 that that you could throw out for a 2024 number and
surprise me. But interestingly, before we all
get like super euphoric. So Kobe's tweet he said that 80K
to 100K is the hard road, 100 to 150 K is the easy Rd.
Two 5200 and 50K. He said 100 to 250.
Oh, I misread the tweet. Or maybe it was my opium
injection I but I think it was 250.
Let's find out for ourselves, Kobe.
And you said what, 250? I thought it was 100 to 150.
We'll, we'll see. No, he he said, he said 250.
OK, wow. So someone said Kobe is
absolutely correct. 80K to 100K maybe a grind, but 100K to 250
will come swiftly. That's where people will give
up. But let me see.
I can't find Kobe's actual tweet, but I can find it while
you talk about Bitcoin. Yeah, I think the, the, the core
idea here is, I mean, we're getting the fund managers
starting to tell people they're trying to hit hey 80. 3K83K
sorry I just had to 83 K let's fucking go.
It's wild action here. Yeah.
They're they're saying like to, to buy crypto ASAP, but it feels
like 100K is the magic number where people will just have to
capitulate it. And it's like, hey, we need
exposure to this asset. And like, what stocks?
What individual stocks on the board are you going to pick that
you think outperforms Bitcoin at 100K?
If you think it's going to 150 K, like maybe it maybe NVIDIA,
maybe Tesla, I don't know, like, you know, what would you pick?
Maybe Coinbase? Yeah, Bernstein, in that thing
from this morning, Tyler indicated Robin Hood, it said.
Maybe one other thing. I'm trying to scroll to the
bottom here. Robin Hood and MicroStrategy, it
listed not not necessarily as outperformers or anything like
that. I just thought it was
interesting that they noted 2 two additional equities
alongside plus the the Bitcoin miners too they talked about.
In that in MicroStrategy, I'm basically levered Bitcoin.
So yeah, certainly I I understand that that one.
Yeah, they're buying another 2 billion this this morning.
Yeah, sailors got another 2 billion at $74,000 average
buying. Price Equity Strategy acquires
27,200 BTC two hours ago they're.
Already up 10% on on that buy. How rich is this guy going to
be? One of the richest for sure.
I mean, Elon's going to be in the stratosphere.
I. Mean Elon's going to be a
trillionaire by the time Trump's done, right?
Yeah. So sailor's not quite there, but
he's he's moving up. I mean a trillion dollars for
Elon's just a 3X from here. Is he at 3:30?
Wow. Yeah, he's a 300 bill because he
had it this. Weekend.
All right. Yeah.
I mean, he could definitely get there.
He hit he hit 300 he's at three O 4 actually guys, I.
Think I think Tesla could triple the next four years.
There it is. That is so someone.
Thank you. It's Brian.
So that's the tweet here. The hard road goes from 80 to
100. The easy road goes from 200 to
2:50. So it's very plain and simple.
Yeah. I think you have to, if there's
even a small chance that that's true, I think you have to
prepare yourself for that, right?
Like you don't want to have have been showing up every day and
and not benefit. How do you prepare?
That's just like that's the, the most difficult part for me is I
feel comfortable with the exposure I have.
But these numbers are almost unfathomable.
You know what I mean? I guess there's something to
prepare. What do you mean?
What do you mean, Logan? I, I just mean like it for so
long, you know, we've been talking about and throwing out
these sort of arbitrary numbers or, you know, if you don't have
to call them arbitrary if you don't wish with TA and whatever.
But they just seemed like stratosphere numbers.
They seemed like, you know, impossible scenarios.
And now they are very much in the realm of possibility, you
know, like in the range of outcomes, they're non 0, very
much non 0. And that's something for a long,
long time, I think I, I was struggling with maybe a bear
market phenomenon. I don't know.
But you know, you heard and saw those pie in the sky numbers and
you'd think to yourself, like, how the hell could we actually
ever get there? You know, you're starting to get
the glimpse of how we could get there.
So have you seen the dose chart? I spent a lot of.
Those yesterday, actually. I it's up another like 20%
today. It's up, Yeah.
It's up 95% this week. It's now 4.
And this scandal is already another 10%, but people realize
like 10% on doge is like a billion.
It's whiff. Yeah, it just added whiff.
It just adds whiff. That's a good.
That's great perspective. It's probably bullish whiff
actually. Fuck.
It's the number six. 100%. Number six crypto token in
market cap now. It is 100% in since yesterday.
So here's the thing. I saw that one of the takeaways
here and we were we were speculating on this just a few
weeks ago, right? Is like in a Golden Bull Run
cycle. Is it going to be the old guard
memes or is it going to be the new ones that it looks like it's
going to be? Well, both, But yeah.
Definitely both. Yeah, Doge is leading the what
Doge is too. Ingrained in the fabric, you
know, like. This is doge first you needed
this and now it's like confirmation for me that like
the rest are going to go like yesterday.
You know I've I've been talking about with me like OK, like this
whiff in the room with us right now.
Does it know it's a fucking bull market?
And for what it's worth, like I went for reinvestrate this this
weekend aged well because as soon as it broke out 228 level,
it was obviously the need to be two, which it did.
But hey, that's all I needed to know that Whiff is going to be
this like a runner this cycle, right?
This was a good sign for the whiff holders here.
It was looking a little it, it wasn't looking like that.
Great, right? Our cup and handle age pretty
well, right? Like cup handle break out.
We did it again. We called it cup and handle
season. We did see Whiff got the Gemini.
Or was it? Kraken, Sorry, the Kraken USA
was. Saying, yeah, I love cracking by
the way to death. It's my exchange of choice.
I use tracking all the time. It's my favorite, favorite,
favorite, favorite, but I don't know if it moves coins so so it
listed Mark forever ago. This is Pepin whiff on the spot
recently. It's a good signal though,
right? Like it's a good brand.
It's a good signal. You flooded me out of a good
chunk of my whiff bag. I I, I have to to be honest, I
meant to figure out how to get back into it.
Did you buy something else with it?
I, I rotated to other memes that I thought might have higher ROI,
which looks like they still will.
So I'm not upset about it. But man, you know, it's tough
to, you know, the majors. I don't think the majors
outperform the the top mid tiers from an ROI standpoint, but they
could. I mean, Solana is outperforming
with, right, even right now like with gave back most of the pump
yesterday and so I went to 2:20. So you're fine, right?
Let's see, No Whiff's up 50% of the week.
Salon's up 35, so whiff's whiff's.
Got it. OK, Yeah, yeah, it's true.
That one yesterday that was like the, you're right, yesterday was
really the one like we was like like caught up to that lagging,
right. We'll, we'll, we'll get deeper
into memes. I want to come back to the
majors. Let's talk with that.
So let's talk ETH. Let's talk.
You know what, Let's talk about ETH because that's one of the
biggest bags now, ironically. We we've done our fair share of
flooding on the show. Well, let me remove all this for
you guys. It's a bunch of liquidation
prices and take prizes. All right, all right, let's talk
about, let's talk about ETH. Yeah, I like the set up here.
So I think we, we've talked, we started chattering about the ETF
starting to pick up volume in the last few shows.
We're starting to see signs that's happening.
So 80 million inflows on Thursday, 86 million in inflows
on Friday. That's the two biggest
back-to-back days the ETTFS have had in their entire existence.
And the, I mean the, the Bitcoin ETFs, right, we, we've been,
we've been talking about forever that they're just seeing massive
inflows. It it's not a crazy stretch to
think that people are going to start looking at the next one
right and and start looking for the catch up trade and still 40%
off all time high. I mean ETH is so far off all
time high right? Like when you think about it
compared to the rest. Off all time high.
Here let's let's let's do the math.
Here on the show you guys can still see my 30. 4%.
So I'm sorry, 26 depends what? You.
I was looking at coin Gecko. Depends what you count as all
time high. So I don't count like, like
this, Right? Like this here?
Like, OK, fine. Yeah, here.
Like 20. OK.
On coin Gecko 24. Oh, sorry, sorry, sorry, sorry.
So this cycle's high. My bad.
Yes, I know we were higher. Than that, so this cycle's high.
So that's even more bullish to me.
Like I'm now I'm like, this is going to go 20% this week.
So what was this cycle? I can't see.
Cycle high was 2020%. So cycles were 4000 for 3:38.
Sorry, 3800 and then if we're trying to tap all time high,
then you know, you're right Logan, let's say 4600 let's call
those to be all time high like we kissed 4800 but like you
know, 45% so there's a 45% trade to be had here it.
It feels like it's probably it's just clear skies to 4K, right?
And then I don't know what the path from there to 48 or 5K
looks like. It's probably a little bit
tougher, but this feels like the obvious catch up trade.
May 21, high. That makes sense, Tyler.
And I, I actually like ETH more than Seoul here, I think for the
next couple months. So we got the huge unlocks
coming. All the ETH sellers are are
gone. Exhausted.
And like I, I, I'm still incredibly bullish Solana memes
and I think Solana will continue to get the tailwinds from that.
But from a majors perspective, I think from narratives with the
ETFs I like to set up for youth, I have to say.
Yeah, I yeah, I mean, I'm listening before the market
opened this morning. I launched me before coming on
the show. So I was a little out of focus
when he started, but I make it. It was down, guys.
It was it was I woke up this morning was 3150.
It was 3220 when I went to bed. Like it was 3250 this weekend,
3270, which which is an important resistance, like
resistance line. Like I look at it today, I think
today's inflow numbers are going to be ridiculous.
I think ETH is going to turbo pump at like 7:00 PM once like 3
News of alpha posts. Like I think today we're going
to reach, here's my call for today.
We're going to have over $100 million inflow for ETTS.
And I think I'm going to make another call at this week.
There's going to be one day where we break the all time high
for ETTF inflow. It's not that high.
It's like 200 something. Yeah, that, that seems.
I like that prediction. I, I, yeah, look at this, right.
So I was looking dug very deep and not dairy, but like I was, I
spent quite a bit of time researching this weekend.
So if you look into that, like the biggest inflow was Friday at
85, the day before Thursday was 79, Wednesday was 50.
So you can see this incremental increase here.
There hasn't been flows like that since the date that the
date came out. Right.
I mean, they were pathetic flows, right?
A couple big days in September, that was it.
Four mil, seven mil. And then it was like zeros every
day except for down days like -16 negative 10.
Like it's, you know, so actually between look at this between
July 23rd and October 28th -500 million is the full on 8th.
There's a catch up trade here. Yeah.
Definitely. And Seoul, I mean.
I mean, Seoul is great, right? It's tough to say it is going to
I I have trouble saying that I like ether or soul here because
every time I think that Seoul actually ends up like just.
So 40% move on. Seoul takes it to 300.
Yeah. Yeah.
It's possible. 40% move on, Seoul.
You're right, 300, yeah. It looks like that's right.
Makes it look like it's going to keep running.
I mean, this chart looks like this one Bitcoin, but Bitcoin
when it was here at 7070 K you know what I mean?
So the probably speed runs to 2:50.
We'll see what happens at 2:50. Wow guys, what a time to be
alive. We waited so long.
For the time. Do you know how long we waited
for this? I mean, of course you guys know,
'cause you were there, you guys were hosting your fucking lucky
trader thing every day, you know?
Yeah. We are in another, another wild
one. One of my is is we haven't
talked a ton about Suey. I mean we've been talking about
Suey. I remember when Mando was
mentioning it was like a dollar, then it was $1.25, then it was
$1.75. What a trade.
Go look at the Weekly. Yeah.
The Trump election on Suey. It went 175 to 325 in in five
days. We trading like Trump is
building world liberty on there. I don't know, like fuck me,
dude, look at that. It's an important signal I
think. So like the the next man up L1
trade, it's sui right? Like maybe you could argue monad
and bear chain steal mindshare whenever they come out.
I don't really know. I don't have insight to win.
That is, for now, it's SUI. It's the.
Next one up. Yeah, it's I, I, I can't
disagree with you. I I mean, even Mendo said at
some point, like his thesis not taking a trade was that he felt
like for valuation FTV it was properly valued.
But The thing is then he said this weekend he put a good tweet
out, you know, he says don't think like he said, his point of
valuations made a lot of sense to me.
He said don't try to make sense of valuations.
They were at this stage, right? It's it's a mindset shift from
bear market to bull market. I think a lot of us are still
kind of going through that, not clipping out too early, letting
winners run. Yeah.
It's not mid curving, that's right.
Yeah, I'm not mid curving anything here.
I think. I think this is just all going
to it's also like everything's going right.
So it's not like you could be in Seoul, like could be in ETH,
this person could be in Sweden, Bitcoin, some of them are going
to be in fucking Cardano, bro. Like it doesn't matter.
It's genius season. We're all geniuses.
The question is, are you going to make the most out of it?
You know what I mean? So the question is like, it's
genius season until it's not. Yeah, everybody's right.
Everybody's so smart. Everybody's such a good trader
again, right? Could be myself, right, all of
us. But how much are you going to
capitalize on it? You know what I mean?
Is, is the real question. By the way, Bitcoin's about to
hit $84,000 right now. No way.
Yeah, way, way, brother way. Oh.
My goodness. Yeah, way is the way.
Way is the way. Anyways, what else, boys?
I mean, what, Where do we go? Where do we go from there?
Are corners doing good? So majors are solid.
Tyler, where do you want to take this?
Go to the pull up the Solana meme coin board.
We have to. Pull up the Solana meme coin
board. Is there a way to pull it?
Just Solana Lana here through. My chain, yeah, there.
You go boom and then I go by market cap.
Those are my volume today. This will tell the story one
more. 1 deer right, A couple deer right?
What? Volume.
There it is, yeah. Sorry, I guess.
So I woke up at 4:30 this morning to the news that Binance
had surprise surprise listed Peanut and ACT ACT.
ACT is 2100% at 469 million. Oh my God, dude, what is this?
What is this? 20 it it wasn't even like a top
tier AI all these AI influencers and they're and they're putting
out their tier lists. Act wasn't even in like the top
2. Tiers.
That's the coin that my Boy George bought and I talked about
on the show. Wait, I didn't even remember
even talking about Acts I. Mean we did.
We did. We did.
Because it's the, it's the coin of the guys who actually made
Truth Terminal. We talked about it.
I said my normie friend is asking why is Mandel following
this page? And he bought some because
Mandel was following the page. I don't know if he kept.
Oh, he sold it. Yeah, who?
I mean, it looked like it was dead.
It looked like it was totally. Yeah, I mean Dad, I don't blame
him. Well, the dev, the dev was like
not I guess fudding. I'm not sure the best way to
characterize it Fudding is fair or not.
But why doesn't it just get listed, Logan?
Like, what the fuck is this? Like nobody's like there's a
million other coins I, I picture above that one, right?
I don't think anybody has any real idea.
And that's that's part of partly the outrage.
What's this? Right.
Like what's up? What's going on with Binance?
Like you guys want to get in trouble again?
Like I don't get it. The peanut trade I, I thought I
had a nice little 2X trade on peanut.
Looks like I should have held that 420 million at 350% on the
back. I mean I also thought the peanut
trade was over. It it it looked like I was just
wrong it by the Binance cabal. They wanted to see Peanut.
Why? I'm curious if any listener has
gone to peanut one time and I would talk about it.
I remember I said I took the trade at 125 mil here.
You and I talked about it last week.
I wonder if someone took the trade with me.
Sadly my dumb ass rotated it but it's OK I wrote it into
something that's up but fuck that would have been a nice
trade. So there is going to be
significant impacts from this surprise Binance listing.
And now no one is ever going to sell their bags.
And it's not even going to be like the most obvious ones with
the most volume. They're going to get the spot
listings right. And folks are probably going to
hold longer now, like I know I am.
Folks are going to try to guess the next one.
People think it might be Luche. Guess what?
Luche's up 55% of 100 million now.
So we're already seeing the the next people trying to guess the
next one, because apparently if you guess it, you know you
instantly get afforded to next. Yeah, Luche makes the most
sense. It's very Kabali, very same run,
like same shit, same vibe. Mudang went, peanut followed
Mudang, we're in. I have no Luche by the way
y'all. I don't think I plan on making
that trade, but. I missed it.
I can't ape it here at 100 million.
Yeah, it's tough, right? I think this is where you close
your computer and and log out like you you close your your
exchange like you delete your exchange applications.
If you have your thing like you just delete your exchange app
because everything is going to go up forever.
If you're in the right things. Yeah, but even if it's BTC Soul,
right, right. Let's say you're like I'm on BTC
like Ethan Soul, like I just don't.
I keep making these like targets in my head.
It's Bitcoin's at 8484 K. Yeah, like these targets make no
sense anymore. Look at this.
You guys want to see something cool?
I this is a break out on the show, probably Ethereum.
I think ETH is going to go nuts. It's it's lagging for sure.
It's lagging big big. You think if ETH goes nuts,
things on ETH go nuts because I, I've been like, you know, trying
to sort of prepare myself for that for a while now and nothing
is really, you remember like Ether Vista launched.
It's like pump fun. I thought maybe some stuff would
happen there. Nothing ever did you know, maybe
we just need more absurdity in in terms of the base, not
literally base, but the ETH, you know, price to.
Create that. Should we?
Go take a look over at ETH memes here.
Let's do it. And Pepe's even on the day MOG
is for now. Yeah, yeah, someone stole the
$2,000,000 clip of mug. I saw that.
Five times you're tough for the Moggers.
Yeah, someone stole the someone so don't worry Tyler, every
single time you dance a Mog monks grave and lady does a 2X
from there. So he just confirmed it.
I'm still waiting. For a 2X.
Long mug. I mean this looks if let's talk
about Pepe first, right? Pepe looks, I mean, so, so Pepe
was even on the day, but it's that it had a huge week.
It's up 50%. It is.
So it's over 5 billion. I think if DOGE continues to run
Pepe's, the top 25 mean top 25 overall crypto coin.
Now you have to assume Pepe continues to move up.
Yeah. And the thing about moving up
now, a 20% clip on Pepe is now adding a billion in market cap.
So the wealth effect you have to think starts moving downstream
and we really haven't seen it. So Nero I think has been the
biggest winner that not really that many people are talking
about probably the ball coin. Nero is over a billion now.
Wow. The first Nero, right?
He didn't even label this such. The main one I like, I don't
know how to. Yeah, first, first Nero on
Ethereum. You can see in the banner there,
wow, Coinbase International listed burps for that.
That was a while ago, maybe last week.
So it doubled from the Trump election.
That's a quick double. So yeah, you think there's got
to be an. I think the ETH memes feel like
they're lagging. It's like SBX has been chopping,
Doge log has been chopping. That was up huge, right, The
Department of Governmental Efficiency.
I didn't get the Binance listing Logie, I can tell you that much.
Well, not yet. But yeah, doge I'm I'm I'm funny
because I I doge is one of my bigger 8 bags.
I like that poking a lot. It's absolutely insane, yes,
it's it's just nuts. What's going on?
What else is on Eid? I mean, obviously you have Mog,
which had that crazy wig this morning.
Look at this. Someone sold 2 million.
But it got bought up right away, so that was good to see.
You always like to see these signals when that happens.
So it's still there, still playing.
The chorus here looks good. The chorus looks OK.
The Murad memes and we're having quite a bad weekend, but let's
see what they're at today. I do lag in for sure.
Wow, they'll definitely lag in, I mean.
They're lock in I think is the biggest winner from this list.
Lock In's been training good, man.
I'm not going to lie. Like I did really good on that.
Like trade. Lock In's been doing good.
Like compared to the rest of his list.
Like, I don't know, there's a good bid for it.
I think you and I were looking at this list and saying what
what looks the strongest? We both kind of landed on
Retardio, right? Retardio at 2:00.
It hasn't really got a most truck pump yet.
We haven't. We haven't.
But you know what you buy? I mean, do you buy stuff that's
red now? I only I only buy massive green
candles so I'm probably not the best person to ask.
What do you think Loge? If you have to, pick a Murad
meme here. Yeah, it's interesting.
I mean, I still love MOG. That's one of the ones that
culturally to me, it is, you know, most strong of this list.
This just personal in my understanding and interpretation
of the cultish nature of these. So I still really like MOG.
And then I was, you know, I'm still like that Usai know it's
been horribly outperformed. It's one of the ones that I
don't know, like that one makes sense to me as a a potential
cult and it just hasn't it hasn't done anything.
It's it's, it's a political. Trade.
Yeah, I, I mean, I guess, I guess so, but I don't know.
That's still one that I have my eye on.
It's still on of the Maraud memes on my watch list.
The only three listed are MOG, Ticker, Bitcoin, and USA.
I like ticker Bitcoin. I I like USA bit I wrote it with
Tyler. I sold that in my 30s because I
just thought it was too political.
It's been disappointing, but it's still like my original
thesis was just purely that it was the cheapest coin on the
line. I think it still has that, but
it's been a tough hold this past week when everything else is up
50 to 100% and it's down so. Yeah, it's it did.
It's the political traded. They're all cooked.
They could be a Murat's fucking list for all it's worth.
I think, you know, I think it's cooked.
No, generally mean that it's just political right so.
I think people are starting to question like, so why have the
Maraud memes not pumped? And like they definitely have
not compared to the rest of the the the meme winners of the past
five days. But they also front ran the move
quite a. Bit yeah, they were way up
before everything. Come on.
They kind of led the charge for the most part, other than like a
whole. Meme Cycle.
My goat and flog and a few. So you got to give him some
credit. But like we're watching the
clock is ticking. Like, if, if these things don't
start moving in the next couple weeks, I think we're going to
wonder, you know, if he needs to do some resuscitation.
He'll just tell you to zoom out, man 2025.
He will, he will, but I'm too zoomed in to to zoom out right
now. That, that much is a fact.
Zoomed in to zoom out. Interesting.
Logan. Logan, did you?
Did you follow the sense? Just a little bit friend of of
ours sent it to me yesterday around 20 million and I was sort
of hosting people. So I, I, I didn't really dig in
too deep, but afterwards I've been able to do some research.
I think it's what, around 40 million now?
It might have ran up even much higher than that at one point.
But basically this looks like another sentient agent account.
And the thing we've been talking about Mando specifically about,
you know, a core developer group, that's where you have the
connection here, you know, a connection to Shaw from AI16Z
and a like a notable of what appears to be a notable and a
committed development team is somewhere systems working on
this. So that's that's all I have at
this point in time. But you know, that might be
enough to make this this stand out, right?
It's not just another chat bot Twitter account.
You know you have a team here. This AI meta because I I I
always say I saw Frank made a million on zero bro Congrats
love that. I mean he's probably still in
right. So it's maybe down a bit, you
know, so Frank yeah, Frank made a million.
He was talking about on his stream.
I saw a video so good shit for him.
I love that he's been locked in. So what's the latest in the in
the AI meta? Zero bro still 84 because I
personally like you give me zero bro in the 60s.
I'm buying like this is where I'm I was thinking of bidding.
So like the fact that sense came out and kind of took it was
sense that they took all the heat away from zero Bill last
night. I think so, yeah.
I mean, I saw it in real time. I had both charts open.
One was going like this and other one was going like that.
It was that full time. Yeah, I think it's just a
natural sort of repricing of these what what I'm going to
deem good AI projects, you know what I mean or.
What are your what are your top five like?
What are the what's the stuff that people are buying?
Yeah, so clearly go still. I mean, I know it's pulled back
even since last night it may have hit 920 or something like
that. Goats up there.
I think Zerobro has cemented cemented itself at this point in
time as one of let me scroll to my AI watch list.
I'm on the wrong computer here. I'm blanking on stream as to
what some of the others are notable, of course, like
fartcoin. I saw some comments here off to
the side when I was thinking about Binance listing next one.
That was one of the first things that came to my head.
What is it? Excuse me?
Bartcoin Let's. Pull it up.
It's at like 150 million now. I think it's got the absurdity
of of course, of being named Bartcoin.
Plus it has the AI tie in. I owe none.
I have absolutely none. It was another one that was sent
to me like really early in the 6,000,000 and I kind of laughed
at the guy and was like, why? Like, why would, what is the
thesis here? Of course, many times when it's
that early, there is no thesis. It's people are buying and it's
going up. And I didn't, I just didn't take
the time to, to enter this trade.
But that this would be another one that this I think clearly in
the top five of the AI coins like this might be #2 behind
GOAT, I think. I think my my market cap, it
probably is. Actors #2 Actors. #2.
Oh yeah, de facto #2. I would not have had to act on
my top five yesterday. No one did so like U SIM was.
I've seen a lot of hair on U SIM.
It's at 40 million shijin which is like 20 million.
Shagath is still hanging out AT20G non still 20 EE slash ACC
still hanging out. They're in the index somewhere,
category index somewhere that we can just like review every day.
Yeah, probably on Coin Gecko, there's an AI board I have.
AZ Wow. I know and I never made an entry
on this and it's the one that I keep saying that I want to pay
attention to. I've said it for the last week.
I want to dedicate some Solana to to the AI stuff.
I mean I could have before I get it, but like it's like I may as
well just do it here. It's going to be up only.
Yeah. I mean, this is this is still
Full disclosure, I have no position but the one that is of
most interest for me to like lock into paying attention to
for you mentioned being at your computer.
Had I been at my computer a little bit more this weekend,
that would have been on my To Do List is to learn a little bit
more about what's going on here and what the the next steps are.
I think the, the first autonomous swaps for the actual
hedge fund are supposed to take place this week.
And that's just, again, that's part of that differentiation
that not all these AI agents have that not all these projects
with tokens have that That's one in, in my opinion, that as a
reason that stands out as compared to, you know, we've
seen like the Luna trade, all those things completely unfold.
You know, I think people are just kind of trying to back a a
bit more of a commitment and innovation from real developers
and real people trying to push the envelope.
So that's a a pretty clear one in my head.
OK, I, I like that. I think, I think you're on to
something. What's this list you sent Tyler?
I sent you my AI watch list. But it's not AI, it's showing
me. Let me refresh it now it works.
Sorry, the first, the first, that's why I was asking.
Yeah, I wasn't sharing it now let.
Me let me AI bookmark it. Sorry.
OK, here we go. Thank you.
OK, perfect. That's that's excellent.
OK, market cap. So I mean, the, the, the big
takeaways now, like so many are running after act all the
downstream ones caught a huge bid like floppy is up 180%, Shaw
is up 90%, Omega's up 100%, Forest is up 63%.
So AI sector, it cooled off quite a bit like all the betas
like basically went to zero. And now it's it's very hot
again. You got to get AI16Z on this
list, Tyler. I can never find the the correct
one. AI it's the one that's at 50
mil. Yeah.
It's like hidden when you search.
Oh, I found it. OK, I'll have that.
Yeah, that's a, that's a good one to have on there.
But I mean, this list, I remember looking at this list,
yeah, last week, I'm pretty sure Flavio was in like the 600K
range. And of course, yeah, I mean,
it's not notable at this point in time, but in that it was
during that first run where it went from like zero to 40
million in like a day. It it did one of those things.
Yeah. Yeah.
So it was like. Even more, I think, yeah.
So that's that. OK, so AI is interesting.
So what is sense exactly? This came out last night.
I don't know where it went to like 50 mil.
Yeah, it's just another autonomous agent from a
development group that I believe, if I'm reading this
tweet correctly, forked some of the code from Eliza, which is
what Shaw's working on with AI16Z.
So just another committed development group.
And again, not, not one of these kind of copy paste chatbot
things and sorry, go ahead. No, you go ahead, please.
Sorry. I was just going to say, I mean,
to me, it's it's a little bit of what Tyler was just discussing
some of the downstream catching steam and people seeing and sort
of repricing what a good, you know, AI or a potential
autonomous agent could, you know, could represent price wise
because you saw Zeroborough run from what, 11 to like 100 last
week. And if you feel like you have a
good one on your hands, there's no reason for it to be, not my
saying, but like I think the market is telling you, right,
There's no reason for it to be less than whatever 304050,
whatever cent is at now. OK, interesting.
I think if Mando was here, I'm going to sound like Mando here.
I think this sounds really bullish for GOAT.
Yeah. Because isn't goat.
I have 0 bags in all the AI stuff by the way.
I just I'm so invest in so many. I'm trying to like focus.
Is gold not the first to run this narrative?
It was was gold not the first? Is gold the first narrative AI
play? I think so.
Right. That's what I mean.
This is Mando's thesis. And Mando's very, very
intelligent investors, right? Investor, right?
Like he was tweeting again this weekend about how he believes
this is really the one. And what do you guys think here?
You guys have been in the AI trenches way more than me.
Yeah, it's one of my larger bags.
Full disclosure, I I don't know if it's like the, the, the first
exam, first ever time that this happened, right.
But, but what's important about this one is it's the first time
like AI and crypto kind of came together.
So he said. Acknowledging that.
This is the tweet GOAT was the first interaction we have seen
between agent Agentic, how do you say that word?
Yeah, it's. Agentic.
That's a complicated word.
Goat was the first interaction we have seen between the agentic
AI and crypto. It has a claim for first AI
money. The mid take is thinking an AI
coin after is valuable because the AI can do more things.
Thoughts. Yeah, I think all.
The futures, yeah, go ahead. I think you're seeing the mid
take or as as Mando describes it, I think that's what you're
seeing play out right at this very moment, right?
You're seeing these other projects, these other autonomous
agents that do have more capability, that are maybe a bit
more buttoned up that aren't just tweeting horny, not safe
for work stuff. And that's interesting to
people. And those things clearly have,
you know, a fair price of of course, but they were after and
the narrative I, I do believe, started and was established with
go. And Full disclosure, go is my
biggest Solana meme coin position as well.
But I just, you know, I agree with this thesis that's laid out
by Mando. Marc Andreessen annoyed to that
it it's the first AI money coin that that is relevant and has
gotten out of just our tiny crypto Twitter bubble like that
that is is in the past. Now it is cemented and it it is
part of the history. It's the first, it's the first
major one. Totally agree with Mando.
There are there are going to be better, more powerful AI agents
to come out afterwards. That is a fact.
But they will all be betas. Yeah like for me I didn't feel
FOMO missing scent, I felt released being able to buy soon
zero bro lower. I don't know if that makes
sense. Yeah, no pun intended, but I
don't know. So if if gold is the leader,
what's the second leader? There's always like a secondly,
is it zero, bro? Is it zero bro?
Was it not like, I don't know why I I love the way this guy's
this age. Whatever thing is tweeting like
it's funny. It's count, it's account is good
I. Think the rest of the account. 0
pooch by the way on Friday 10X. That was funny because I, I that
was a nice fucking serve. And also, did you guys notice in
the bio it hasn't been there the whole time?
Oh no, I didn't notice that this.
Was added this weekend. What is that?
It's the this is a zero bro contract address in the zero bro
account bio Interesting. Yeah, that helps.
But see look at this like Sense is the first sentient AI that
has memory. Cool.
But like, to me you're just mid curving at the stage, right?
Yeah, there's one's going to be like the first new.
Like the sense, the tech first sense is superior to all other.
I believe it. I believe you crime wave.
Crime wave. Nice, but like, but like, I I I
believe you. I just wonder if the meme coin
makes it. Is that enough to you know what
I mean? What do you think here?
Like there's always going to be better tech.
There's obvious like there's better tech than you know what I
mean? There's always better tech.
I. Mean it's just like the the
broader like Solana meme coin marker, right?
Like you, you have big winners and you have plenty that run in
the wake of those. It's like in our zoo animals and
our dogs and cats, it's all the same thing.
I think goats going to go into billions and we already have an
act at 400, five, 100 million. So we'll see several get to 9
figures. And I think why people like it
is because it does feel like a sector where you can apply some
critical thought. And it's not just like, oh,
totally left curve. This is a cute dog with a hat
on. I'm going to buy it.
Like this is where you can actually do some due diligence
and research. Like who's the team?
Like, is the tech actually good? All of that.
So I think people like that because you can find an edge
that way. But we're just on the cusp of
this, right? It's just going to continue to
explode. And it's probably good for the
sector because more AI researchers are probably going
to see this and figure out there is money to be made over here.
Yeah, I agree. OK, interesting.
All right, shit. I just saw the time.
Thanks, Taps for paying me. We do have to do arbitrary and
definitely want to talk about our latest announcement, but is
there anything else you want to slide in before that or unless
you want to? The open seat tweet, it's a
little bit up in our chat. We, I think we got to just
quickly pull it. Out we can like that or we can
like have a bigger. OK, we can hold it.
Yeah, because I don't think we're going to see any.
More I want to go length in the open seat stuff because I think
it's actually just something more there right to cover unless
you want to cover NFTS. We can pull the runes board.
Maybe that's that's a quick one, right.
So. We're cooking.
Jeez, $300 million. Pumps baby.
This is important because it's happening while Bitcoin is
running and and again, a lot of people thought like our runes
going to pump alongside Bitcoin. I think a lot of the the
consensus was no, like NFTS typically didn't pump when we
saw the majors run like this, but the the the runes are doing
a little different. So what do we have?
Oh pups, 300 million man. Well, I'm fucking cooking right
now. That AirDrop is back over six
figures. I made you touched it.
Even dusty RSICS catch him a bit.
That's that's when you know that it's hot.
Yeah, it's really funny. It catching a bit is still lower
than when I sold that one time I think or like at that level that
is the same. It's still 70% off all time,
yeah. I update on the pups.
Update on the pups. AirDrop is back to 100K.
OK nice. That's nice.
Peak was 250. I think Gizmo was the big winner
of the week. But oh, look at this one though.
Look at this one though. Yeah, look at this.
Can we talk about puppets jump pumping 25% on Bitcoin up to
8084 K? Can we talk about this?
They like it. I'm sad.
I I tweeted about it on Friday. I I tweeted that I thought
puppets seemed incredibly cheap at 10 thousand U.S. dollars.
If we expected things to get silly and it, it seems like it
got a little silly and it is only primed to probably get even
more silly. I mean Bitcoin.
Look at the Bitcoin puppies chart.
This is insane. It looks good guys.
I just, I have not been getting. I'm just, I'm still so burned by
NFTS. It's hard for me to get like
man, I can't. I'm so bold.
These are not NFTS. They're OK.
They're NFTS, yeah, rebranded and minted on the Bitcoin
blockchain. I'll ask you point blank, do you
think Bitcoin puppets outperform pups?
The pups rooms. Interesting.
I don't know. I don't know.
I I don't ask myself that question because I have a bag of
both. You have both, but like I don't,
right. So like I'm a I'm, I'm a market
participant, so I have to make that decision.
I think the the pups rooms is is the better play.
I. I think I'm with you, Tyler.
I think I'm with you for the start of the cycle.
I'd like to read. I don't know about it when NFTS
kick in because we've seen NFTS go crazy.
We know what happens to that, right?
So like how many Bitcoin puppets are there?
810 thousand, 10,000 and one, right?
So it's 10,000 * .15. Bitcoin is the floor price right
now times 83. What's Bitcoin at?
84. Oh, you call it 84.
Fuck. Wow, that's nice. 84,000 so the
puppets, the puppets market cap right now is 125 million and
pups IS300. OK.
That's interesting. So I I think Pups can legit get
to like 2 billion or higher. 13 billion is a prophecy, so yeah.
That'd be nice. I got checked yesterday.
I said I'm going to reconsider at 500 stats and see what I do,
though I'm probably going to hold and we're like, did you not
know about the profits? I'm like brother, I am so deep
in the pip coin puppet lore row that I know all about it.
It's just, I said, a revisit. Yeah, I guess.
I think puppets could probably would be higher than half a
Bitcoin in that scenario. So puppets all time high was
.44. Right.
But .44 at 100K is different. Is .44 at 50K?
It is significantly. I think but .44 out 100K is
110th of what the apes went to Perspective for you.
Yeah. I think puppets, peak euphoria
$100,000 puppet and that could be one Bitcoin I think.
You need, I think you need Bitcoin to go higher.
Sure. But I do think puppets, yeah,
hit that point. It seems reasonable.
I'm shaving my puppets bag at at the at the at the Bitcoin at the
pups puppets all time high. So that's 4.4 this time.
That's why I'm shaving like 1/3, but I've got a lot.
So so that's that. No, I agree.
All right, well, look, we'll talk.
Let's go deeper into NFTS tomorrow.
Let's go deeper into all of it. NFTS open.
See all this news, etcetera. We had some layer race news and
you covered it. Maybe I'll give it to you guys,
to you and then I'll I can double down and then we'll talk
Arbitrum. Yeah, the the headline here is
Hash key capital Decrypt partnering up here, they're
launching Layer E media. The idea here is there is it's a
list of Apex leading with three publications and the Decrypt
team and Hash Key are going to help connect projects in the
West who want to get exposure to the East into Asia.
That they know that that's where a hungry group of people, a huge
component of broader crypto is it's hard to reach them in our
crypto Twitter bubble. This is a new mechanism to to
help reach them. That that's my understanding of
this. I'd love to hear more from you.
Too Faroque. Yeah, of course a big shot to
Elan who's the Co founder of the crypt.
He led that that initiative. We're also busy and spread so
thin. So I found out about Larry's
like six months after, but, but obviously just kidding, But
it's, it's great. I mean, look, it's you know, I
wrote my thoughts here. I've pinned on my Twitter if
people are, are curious about it, But basically, you know, we
figured that we'd, we'd partner with like the leading media
brands in in the east to create the sort of an aliens so that we
can like support each other more.
We all believe that, you know, there is a lack of collaboration
in the media industry and crypto in general, and there's a lot of
competition that's over the same people, which makes no sense to
me. That's something I noticed even
more when we did the merger with the crypt and I I got, you know,
to see it from that perspective. And so I think that this is
going to be also a great way for us now on the crypts rug video,
you know, the stand side to abort potentially these media
brands into myriad. So, you know, if, if you can
read between the lines and see where we're headed with this,
then you'll understand that this is a much, much bigger play at
stake for us. But you know, we're very bullish
on Asia. We always have been.
If you followed me since I founded rug Radio, you know that
this has been my play since the very first day.
And then Decrypt has always done that.
And so it's been great to, it's been great to be able to, to, to
really, you know, to, to go all in with that.
So it was signed a DEFCON in Thailand, Thailand Boxing Week
yesterday. I'd love to see that.
Shout out to Puke Rainbow and the puke cast team who represent
us there and signed the MOU on our behalf over at Decrypt.
So it's been great. Love to see you check it out.
It's by Pintweet and that's that.
Thank you for covering it. Anyways, Next up and last up,
ARB update. What are our homies over
Arbitrum? I mean Arbitrum, I mean, dude,
defy what's ARB even training at ARB be up a lot right now.
They don't they don't want probably don't want us to talk
about this. Fuck it, it's good, it's good is
the I mean, this Defy is Defy era, right?
It's up 33%. That's a good week.
But the the big news is this new Stylus Sprint, so they are
encouraging builders to come build high performance compute
intensive apps via their stylus tooling and or their
infrastructure. If you aren't familiar with
stylus again, this was the update that allows programmers
to compile on EVM in additional languages outside of just core
solidity. I think got Rust is one of the
additional languages that gets pulled in, which is native to
the Solana builders. So it's, it's opening up the,
the pie for, for a larger group of coders and devs to, to come
in. As for the stylus Sprint,
applications are open starting today.
It's an 8 week application process, two weeks of reviews,
and then it's going to be a one year Sprint.
So basically it starts in January, going to be a one year
Sprint for the these groups who get into the program, they're
accepting RFPs applications and, and all ideas are welcome.
So definitely encourage builders to go check that out if you
haven't already. A few other pieces of news in
the Arbitrum ecosystem, Devcon, they have an event on Wednesday
at blockchain, at Blockchain Thailand, a bunch of events.
They have one with Uzuki. I'm sorry, Devcon.
Their event Devcon starts on Wednesday.
They have several events this week, one with Uzuki actually
that does start today. And as a part of their this
event and new partnership with Uzuki, they also have this
Boopzuki Mint. It is a new Uzuki character.
It's like the boop dog and the typical like Azuki elemental
trial. And it's a free mint on Zora, so
you know. Let me check this out.
Inside. Oh my God it isn't funny any
different. Boop boop.
The coin is committed to Arbitron because it provides
tokenized never give up Largest most sample size meme on ARB
cheap and fat Look, we I have none of that just covering
obviously what's happening in the R weekly right, So we have
to cover this stuff, but that's interesting.
OK, looks like they're trying to like.
Yeah, why not? Great.
The token the the MIM Kwan ecosystem, right?
Yes, very cute dog. I mean these Zuki elementals
were like the best ones right? Like the animals within the
like. There's it was at the wrong
point in the cycle and there was the rays, but the elementals
aren't as great. Yeah, dude, that is, that is
really cool. Look, the boys of the ARB, the
family over there is, is is cooking, that's for sure.
I mean, dude, did you know that Marriott closed beta with only
1000 ish 1200 weekly active users?
We've recorded over 100,150 thousand transactions on
Arbitrum already. Nice.
Yeah, bro, so shit's opening soon.
Whoo. It's going to be exciting.
So. So stay alert.
Stay alert. All right, Tyler Logan, we have
a lot to talk about today, a lot of stuff we didn't cover.
It's OK. We'll cover it tomorrow morning
for another episode of film while we're on rug radio.
Let's.