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What up, what up Good morning, 
good morning GMG Friday. 

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Oh my I love Fridays. 
That's the show for sure. 

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NN 29th 2024444 Another 
beautiful day to have a 

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beautiful day. 
I got my Co host in the house OV

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Mando. 
Good morning boys. 

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How you guys doing? 
Good. 

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How are you guys doing? 
We're vibing, We're vibing. 

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It's Friday, it's Friday. 
How you doing Mando? 

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Fantastic man, you're looking 
forward to next week. 

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Dude, I'm excited, man. 
I'm excited. 

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Are you, are you coming? 
I know Ovi got. 

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It I got it at this stage. 
God damn it, Mando, come on. 

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We got, we got. 
You're the last missing pop up. 

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You don't like the gemstones, 
Montanos. 

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Everyone's coming. 
But you. 

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You can't. 
You're missing one. 

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You're missing 1. 
You know, Come on, Novi. 

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You got to apply some pressure 
on the boy. 

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You got Cali coming, right? 
So you got 2/3 of Canary Labs 

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coming. 
You got a, you know, I guess. 

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You got to have Cali's. 
Yeah, Cali's coming. 

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Cali's puts, his lights, 
everything. 

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Cali's definitely coming, all 
right? 

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Cali's definitely coming. 
He's got he's made his plans him

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in the ways are good, they're 
good. 

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They've got their plans sorted 
out anyways. 

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Need to. 
Take my place as as standard 

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British bloke. 
Yeah, yeah, yeah, he's, he's a 

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little too much on the British 
side though, you know, and at 

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least you got a little 
Portuguese in you, so it kind of

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like offsets the the the the the
other side of it. 

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But anyways, anyways, yeah, 
excited for next week. 

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Very excited. 
It's going to be busy, man Fuck.

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Actually, we're only hosting on 
Monday for those of you who are 

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listening to the show. 
Sorry y'all, it's too much work,

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but it's going to be absolutely 
wild. 

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We got 8 events that we're 
throwing, but this time in three

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days, not 4. 
So it's going to be it's going 

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to be a lot of work. 
In case you haven't yet go to 

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Rug Radio's pin tweet, let me 
just pin it on the show here. 

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Hold on. 
You can see the schedule of 

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events from Thursday, Friday and
Saturday. 

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And make sure that you apply on 
Luma and we'll get you accepted.

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If you have a crypto punk, make 
sure you apply ASAP. 

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I got something special for you 
guys for VI. 

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PS We're going to do something 
very, very cool on Thursday 

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night at our house with Jacob 
and Co. 

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I'm allowed to say it now. 
So it's just awesome. 

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I just got there OK, like 5 
minutes ago. 

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So we're going to be doing 
something fire with Jacob and Co

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for the crypto punks out there. 
So if you're in the punks chat, 

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make sure you head over to the 
Miami one day. 

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But anyways, today on the show 
today we got a few people we 

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got, I'm sorry, we got a few 
things to talk about. 

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Then we got guests at the end. 
So we got market report usual. 

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Let's use OV while we got him 
and he's got to go in 20. 

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We got we got obviously, you 
know, topics of the day. 

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I I texted Tyler Mendel, like, 
listen, Tyler, I know you're not

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on send me a few topics. 
And the boy did it. 

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He got he got off his 
Thanksgiving, you know, couch 

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and he sent me some stuff and 
guess what it's about all his 

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topics are about his bags. 
So AI virtuals, AIXBT, whatever 

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the hell gamble bought Classic. 
You know what, I'll pump my Co 

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host bags. 
Then we're joined by white 

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walls. 
Actually, Blondie and Infinite 

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Objects, so to chat about what 
they're up to in Miami with us, 

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there's some of our partners 
doing some really cool stuff. 

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Shout to them. 
Always pushing the art space 

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forward. 
And then Robert Ludbach spins to

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give you guys maybe a punk away 
today. 

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And punks are $140,000 now guys,
the cheapest punk. 

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It was just 50 grand which is 
actually insane. 

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And as usual, Mando, who is this
show sponsored by? 

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Galaxy. 
Galaxies with seamless built in 

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monetization tools, Galaxies 
enables the development of 

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sustainable long term 
communities fulfilling bitcoins 

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vision of the centralized 
freedom and independence from 

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centralized control. 
Anyways, anyways, you know what?

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I'm gonna go to OV first daily. 
Market Report. 

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Brought to you by Rug Radio 
Joseph, what's the word? 

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Mate, I haven't. 
I literally haven't looked at 

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markets. 
I know. 

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I've no, I've no fucking idea 
what's going. 

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On, in there. 
Hold on. 

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So we invited you on. 
We invited you on and you've 

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just, you're just useless. 
Honestly, like today was the 

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first day I looked at the S&P 
500 in about six weeks. 

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I mean, you've been. 
Busy no that's it's above 6 Ki 

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didn't even know that like I 
just I just I've just been like 

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fully in crypto I. 
Know I know you've been busy. 

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You've. 
Been in like wrecked crypto, 

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little little dash of trenches. 
That's it. 

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Like I don't even know like what
the last inflation number was. 

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I don't even know like. 
We don't care about that 

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anymore. 
We're all I know is all I know 

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is Trump won and crypto is going
higher and all that other shit 

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doesn't really even matter. 
Well, it does, but like, it's 

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not. 
Oh my God, yeah, I know, I know.

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Threw you a curveball here. 
I mean we're finally out of the 

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this range man, though I guess 
like we're flat line AT9295K 

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range and where it looks like 
just broke. 98 again 100K today.

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Come crawling back to me, have 
you? 

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Because that's so bad. 
Stop it, stop it, listen listen.

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What do you mean he used to 
coast like 800 episodes and 

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still not? 
I'm just here for like the I'm 

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just literally here for the 
banter. 

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I'm leaving in about 15 minutes.
Yeah, it takes. 

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It all, Amanda. 
You do it. 

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You do it all. 
I I texted it will be late last 

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time like so Tyler's not here. 
Do you want to come for like a 

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like a little bit of the show? 
He's like, OK, fuck it. 

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Like he like subbed in real 
quick. 

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I mean, look like you know what 
fucking like Oh, like, how do 

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you feel about the market here? 
Like, look, Bay Coors 93. 

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You just made a try to make a 
call here. 

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I caught that try to call that 
we're going to hit 100K here 

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today. 
Maybe would be awesome. 

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Wow, ether's friendly moving. 
Look at that. 

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Ether's doing well. 
I'm I'm bullish like it's the 

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same thing as we said a few 
weeks ago and we said in 

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September, like Trump wins and 
bullets throughout the rest of 

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the year through September into 
the start of January as well. 

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I think Bitcoin will go above 
100 Ki think we'll start to see 

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a bit of an old season. 
You know like dominance is down 

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it is lower and we're seeing 
some old climb. 

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Obviously E doing well. 
I think memes are basically 

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coiling up for another run. 
We had a big run post the week 

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after the election. 
We had that big run and when 

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coined best listed everything 
and we had Robin heard their 

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stings and peanut went mental 
and stuff. 

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I think we are coiling for like 
another big run of memes here as

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well. 
Yeah, it gets a bit more 

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challenging every single time 
because there's always more 

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memes. 
And you know, a month ago we 

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would have just been talking 
about like with the AI stuff, 

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Pepe Morg, etcetera. 
And now we have like peanut 

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chill guy Moodeng, like like 
that list of, I don't want to 

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say blue chip memes, but that 
list of like source of like 

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higher tier means in terms of 
market cap just keep growing 

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each time. 
But I do think all of that stuff

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can rally. 
Would it have rallied more if 

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there are fewer coins? 
Absolutely. 

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But I do think we're going to 
see a few coins like get into 

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Unicorn status. 
My bet on that would be like go.

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I mean MOG is already there 
already I guess, but go Moodeng 

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peanuts already there, chill guy
I think will go above a billion.

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Like all these big coins that 
are doing a lot of volume. 

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You just see the ones that are 
doing a ton of volume, the ones 

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that have perp listings that are
doing a ton of volume. 

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I think they'll all get there 
and then we're going to see my 

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guess is we're going to see like
some random 50 to 100 mil coins 

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like get listed by you know by 
some of the Tier 1 exchanges and

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there's going to be a few 5 to 
10X's there. 

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It's really hard to find those 
out and pick those, but it feels

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like volume is your friend here 
and I would look towards where 

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the volume is. 
You have to be a bit careful 

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because there's obviously a lot 
of wash trading, especially on 

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Seoul. 
But yeah, I think it could be. 

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I think we're looking at another
interesting few days ahead of 

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us. 
I don't want to talk about the 

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weekend because every time I 
talk about the. 

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Weekend. 
It never happens. 

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Yeah, so your tweet. 
I'm not going to. 

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We definitely fucked that one 
up, you and I the other weekend.

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What's up? 
Every time I was like I. 

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Was coming a big weekend. 
Bitcoin dumps and all memes go 

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down 30%. 
I was all bowed up about that 

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weekend too. 
I was like let's go that's going

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to be the fucking weekend. 
Like peppin with from Coinbase 

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this week in the middle of the 
week. 

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Bro that was the most boring 
weekend of the year. 

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Nothing happened till like 9:00 
PM Sunday night and here I was 

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wasting a weekend sitting at my 
computer all weekend long. 

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But you know what that felt good
though, because it's definitely 

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time to be online. 
I'm curious what you guys think 

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of actually because obviously 
majors we know ETH pumped and 

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didn't dumped us Mendo. 
So I guess the curse may be 

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reversing here even with their 
founders hating on ETH by a 

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destroying the order books 
yesterday at the top. 

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Hopefully they don't dump 
another $500 million today as we

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reach new local highs. 
But how do you guys feel about 

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the legacy major memes here? 
Like I'm seeing Pepe finally 

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catch a bid towards the upwards 
because it was only grinding 

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down. 
I mean, Whiff has been getting 

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battered since it was listed 
across like Robin Hood. 

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And I mean, that's it. 
That dog dude, they're 

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definitely trying to take his 
hat off and and look, seems like

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they're not able to either. 
Bonk has got got some a pretty 

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aggressive retrace and now back.
How do you guys feel? 

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I mean, I'll go to UOV first 
because you're leaving so then 

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Mando. 
But how do you feel about those 

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like major memes here versus all
the others they just named like 

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the chill guy flavour of this of
the Mont, the peanut, etcetera? 

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I think they'll go higher, but 
you just have to look at like 

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your upside potential. 
I mean, I really love Pepe. 

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I think Pepe is going to go a 
lot higher, but it's already at 

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what like an 8-9 billion dollar 
market cap. 

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Where do you think that goes? 
20 or 30? 

199
00:09:51,120 --> 00:09:55,040
That's like a two or three X. 
So I think if you want to play 

200
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on large, it's it's a bit of a 
weird one because it's like, 

201
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yes, the downside of Pepe is 
going to be less than some of 

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this other stuff because it's a 
bit more, a lot more 

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00:10:01,400 --> 00:10:04,560
established. 
But in order to get some 

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00:10:04,560 --> 00:10:07,200
meaningful return, you have to 
play it, either play it in large

205
00:10:07,200 --> 00:10:13,120
size or take leverage. 
So I kind of just think for me 

206
00:10:13,120 --> 00:10:15,680
it's like if you want to own 
Pepe, I kind of prefer to own 

207
00:10:15,680 --> 00:10:18,880
MOG because I think it's been a 
good sort of like Betus Pepe and

208
00:10:18,880 --> 00:10:21,720
has had a lot of correlation. 
Now that's happened time and 

209
00:10:21,720 --> 00:10:24,400
time again throughout the year 
and it's at an eighth of the 

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market cap. 
So I think that, you know, it's 

211
00:10:27,480 --> 00:10:30,960
in my opinion, it's much easier 
for MOG to go from like 1 

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00:10:30,960 --> 00:10:34,520
billion to two or three billion 
than it is for Pepe to go from 9

213
00:10:34,520 --> 00:10:38,920
billion to 18 or 27 billion. 
I think it's as much as to add 

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00:10:38,920 --> 00:10:42,000
to MOG. 
So I think my view is like the 

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00:10:42,880 --> 00:10:46,760
the $1 billion means will 
compress and market cap to the 8

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00:10:46,760 --> 00:10:50,200
to $10 billion means stuff to 
sort of see like this a little 

217
00:10:50,200 --> 00:10:53,360
bit in my opinion. 
So look, I think it will do 

218
00:10:53,360 --> 00:10:54,880
well. 
I think it's, it's a fine long, 

219
00:10:54,880 --> 00:11:00,800
but in my opinion, it's worth 
taking a bit more risk on some 

220
00:11:00,800 --> 00:11:03,440
of this like 500 to $1 billion 
bucket stuff. 

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00:11:03,440 --> 00:11:07,280
And you know, I mentioned them 
all, but I think like marks in 

222
00:11:07,280 --> 00:11:10,080
there really isn't there. 
I think Goat's a really good one

223
00:11:10,080 --> 00:11:11,400
because it's just different to 
everything else. 

224
00:11:11,400 --> 00:11:12,320
There isn't anything else like 
it. 

225
00:11:12,320 --> 00:11:19,480
And it's 840,000,000 right now. 
Chill guy has, you know, crazy 

226
00:11:20,080 --> 00:11:23,120
that crazy mindshare and all 
those like social numbers are 

227
00:11:23,120 --> 00:11:26,520
through the roof. 
The that Google Trends chart is 

228
00:11:26,520 --> 00:11:28,880
like through the roof. 
So that's another one that I 

229
00:11:28,880 --> 00:11:33,640
think is really interesting. 
Like all that stuff I think is 

230
00:11:33,640 --> 00:11:36,040
like, I think they're not going 
to go away, but they have as 

231
00:11:36,040 --> 00:11:40,000
much more likely, you know, with
a big tier one spot listing, 

232
00:11:40,240 --> 00:11:42,640
that stuff could 3 to 5X. 
And we saw it happen with 

233
00:11:42,640 --> 00:11:45,160
Peanut. 
Remember like Peanut went from 

234
00:11:45,800 --> 00:11:49,560
70 mil to like 300 mil when it 
got listed in Binance and then 

235
00:11:49,560 --> 00:11:54,240
it did like another six or 7X. 
And I think that's what people 

236
00:11:54,240 --> 00:11:58,160
are thinking about, like can 
some of these coins and do that?

237
00:11:59,360 --> 00:12:01,680
And I think they can. 
So that's why that's just why 

238
00:12:02,120 --> 00:12:03,240
that's how I'm thinking about it
right now. 

239
00:12:03,240 --> 00:12:06,960
So I just don't feel like I need
to being these are bigger legacy

240
00:12:06,960 --> 00:12:09,320
memes. 
I think I'm willing to take a 

241
00:12:09,320 --> 00:12:12,440
bit more risk on some of this 
other lower market cap stuff 

242
00:12:12,440 --> 00:12:16,000
that I think is already somewhat
established in the context of 

243
00:12:16,000 --> 00:12:18,560
the next few weeks. 
Not in the context KK will last 

244
00:12:18,560 --> 00:12:22,320
like into cycle, right? 
Like next cycle KK will do 

245
00:12:22,320 --> 00:12:27,600
really well still, but I can't 
say the same thing for Mudang or

246
00:12:27,600 --> 00:12:29,320
chill guy, you know what I mean?
And. 

247
00:12:30,000 --> 00:12:32,520
And and, but I'm think I'm so 
I'm just talking about this 

248
00:12:32,520 --> 00:12:33,560
cycle. 
I'm really just talking about 

249
00:12:33,560 --> 00:12:36,240
the next few weeks and I would 
kind of prefer to be in those, 

250
00:12:36,240 --> 00:12:39,120
but. 
OK, I see. 

251
00:12:39,120 --> 00:12:41,840
So you're like it's like taking 
it 1 notch further down the risk

252
00:12:41,840 --> 00:12:43,000
curve. 
It's like you go from, you think

253
00:12:43,000 --> 00:12:44,840
so? 
Yeah, you go from East to Pepe 

254
00:12:44,840 --> 00:12:46,840
and you go from Pepe to like 
Mog, for example. 

255
00:12:46,960 --> 00:12:52,080
Like I feel comfortable putting 
in large size into those coins I

256
00:12:52,080 --> 00:12:54,840
just mentioned. 
Yeah, yeah, I'm listen, I'm 

257
00:12:54,840 --> 00:12:56,200
glad. 
I mean, you've named every 

258
00:12:56,200 --> 00:12:58,760
single one of my bags today on 
the show and I didn't talk to 

259
00:12:58,760 --> 00:13:00,360
you about him. 
I mean, we probably, we do talk 

260
00:13:00,360 --> 00:13:01,800
every day. 
But like, you know, anyways, 

261
00:13:01,800 --> 00:13:04,280
like you, you, you've managed to
literally bull post every single

262
00:13:04,280 --> 00:13:06,360
one of my holdings and my larger
ones. 

263
00:13:06,360 --> 00:13:09,160
So it's great. 
So, you know, consider this 

264
00:13:09,160 --> 00:13:09,880
bait. 
And it worked. 

265
00:13:10,200 --> 00:13:13,240
Anyway, I was kidding, man. 
What do you, what do you think 

266
00:13:13,240 --> 00:13:16,120
about, about this and the, and 
the, and the, and the major 

267
00:13:16,120 --> 00:13:18,000
memes here? 
You know why I say that? 

268
00:13:18,000 --> 00:13:21,360
Because I keep going back to 
this chart of sheep and doge in 

269
00:13:21,360 --> 00:13:24,600
2021 post Coinbase listing. 
And it's like this infamous 

270
00:13:24,600 --> 00:13:27,520
chart of like the 40 days post 
listing all the way leading up 

271
00:13:27,520 --> 00:13:30,720
to Christmas when they ran to 
like 40 billion and $80 billion.

272
00:13:31,160 --> 00:13:33,960
And it's like, I hate to say 
that it's not history preach 

273
00:13:33,960 --> 00:13:35,360
itself and often rhymes, 
whatever the fuck. 

274
00:13:35,360 --> 00:13:39,400
Like it's like I it's, it's 
symmetrically like the same 

275
00:13:39,400 --> 00:13:42,560
thing happening on those charts.
It's like they're grinding down 

276
00:13:42,560 --> 00:13:45,680
then just ran up to $40 billion.
But like, what do you, what do 

277
00:13:45,680 --> 00:13:47,800
you, what do you think here of, 
of what Ovi's saying? 

278
00:13:50,600 --> 00:13:55,920
I think it's slightly different 
because at that time when some 

279
00:13:56,280 --> 00:13:59,840
if a friend was like what should
I buy in crypto, you would only 

280
00:13:59,840 --> 00:14:02,960
really say doge right? 
Yes, that's true. 

281
00:14:03,560 --> 00:14:06,000
And now? 
Yeah. 

282
00:14:06,160 --> 00:14:08,120
Just think of that, that exact 
conversation. 

283
00:14:08,120 --> 00:14:10,120
It's like there's like 10 
different ones. 

284
00:14:10,120 --> 00:14:11,720
And then it's not like they're 
blind to it as well. 

285
00:14:11,720 --> 00:14:13,600
Like zoomers are coming in and 
they're buying whatever they 

286
00:14:13,600 --> 00:14:15,200
want. 
So I don't think you're going to

287
00:14:15,200 --> 00:14:21,080
get like a like a doge style 
run, but I do think you'll see a

288
00:14:21,080 --> 00:14:23,960
number of coins go and do very, 
very well. 

289
00:14:24,000 --> 00:14:29,720
But yeah, I don't think it'll be
one coin does really well and 

290
00:14:29,720 --> 00:14:32,840
the others like don't. 
That's just my general view on 

291
00:14:32,840 --> 00:14:35,560
it. 
And I also think just like the I

292
00:14:35,560 --> 00:14:38,800
think the ETH memes probably 
have a slightly better chance of

293
00:14:38,800 --> 00:14:41,880
that than the Solana memes. 
Yeah, safer unless you've got. 

294
00:14:42,160 --> 00:14:48,960
A really unique story, but but 
yeah, I just, I I can't see 

295
00:14:48,960 --> 00:14:50,720
anything pulling a doge this 
cycle. 

296
00:14:51,480 --> 00:14:54,640
Yeah, no, aside from DOGE 
itself, where's even DOGE 

297
00:14:54,640 --> 00:14:58,000
trading at today because got 
quite a pump on on Bitcoin 

298
00:14:58,840 --> 00:14:59,960
should be about $0.40. 
Oh, you're. 

299
00:14:59,960 --> 00:15:01,560
Just doing well, man. 
Wow. 

300
00:15:02,640 --> 00:15:04,120
Yeah, back up towards local 
highs. 

301
00:15:04,840 --> 00:15:06,600
Yeah. 
What's the high this? 

302
00:15:06,640 --> 00:15:13,080
So far, feeling like it could be
a could be a big weekend. 

303
00:15:13,080 --> 00:15:14,120
Stop it. 
Stop it. 

304
00:15:15,600 --> 00:15:18,960
No, No, no, no, no, no, no, no. 
It can't. 

305
00:15:18,960 --> 00:15:20,040
It can't. 
It's not going to be a big 

306
00:15:20,040 --> 00:15:20,960
weekend, right? 
It's going to be. 

307
00:15:20,960 --> 00:15:22,120
It's going to be a shitty 
weekend. 

308
00:15:24,000 --> 00:15:27,920
Some may say the writing is on 
the table here on the table. 

309
00:15:27,920 --> 00:15:30,720
Some may so on the on the wall, 
no. 

310
00:15:30,720 --> 00:15:35,480
Oh, the writing's on. 
I think, I think I missed, think

311
00:15:35,480 --> 00:15:38,720
I fudged two different sayings 
there, yeah. 

312
00:15:39,000 --> 00:15:41,800
Yeah. 
Oh yeah, I I see what you did. 

313
00:15:41,800 --> 00:15:43,920
There combination of rice on the
wall and balls on the table I 

314
00:15:43,920 --> 00:15:45,480
think. 
Yeah, yeah, I, I, I saw that. 

315
00:15:45,480 --> 00:15:47,280
I saw what you did there. 
Were you gonna say man, No. 

316
00:15:47,600 --> 00:15:50,240
Balls on the wall. 
But nuts on the wall, the whole,

317
00:15:50,240 --> 00:15:52,520
yeah, just a banana. 
A banana on the wall. 

318
00:15:52,560 --> 00:15:54,200
Like, you know, he ate it. 
By the way, did you guys see the

319
00:15:54,200 --> 00:15:56,440
clip? 
Yeah, it's a bit disturbing. 

320
00:15:56,440 --> 00:15:58,960
Yeah, wild. 
How does a banana isn't like 2 

321
00:15:58,960 --> 00:16:01,280
years old? 
Like how does a banana stay so 

322
00:16:01,280 --> 00:16:03,640
ripe after like a year or so? 
Like please tell me where you 

323
00:16:03,640 --> 00:16:04,800
buy your. 
Banana new one up there each 

324
00:16:04,840 --> 00:16:06,240
time. 
No, they kind of change it. 

325
00:16:06,240 --> 00:16:08,040
Yeah, you have to. 
It's like all authenticated 

326
00:16:08,040 --> 00:16:09,640
where they they change, they 
switch it around. 

327
00:16:10,440 --> 00:16:12,640
But it's the same duct tape 
every time, I guess. 

328
00:16:12,640 --> 00:16:13,920
It's the same time, I don't even
know it. 

329
00:16:13,920 --> 00:16:15,600
I don't even think. 
Obviously mark piece, if it's 

330
00:16:15,600 --> 00:16:18,800
not the same banana, I'm sorry. 
It may not even be the same duct

331
00:16:18,800 --> 00:16:19,440
tape. 
How could it? 

332
00:16:19,440 --> 00:16:21,240
Be the same banana after two 
years, dude. 

333
00:16:21,520 --> 00:16:23,920
Well that's what I'm asking too.
Maybe it's the you know the GMO 

334
00:16:23,920 --> 00:16:26,320
shit nowadays is crazy brother 
in the in North America. 

335
00:16:26,320 --> 00:16:28,800
Don't poison the shit out of you
bro to make the food last long. 

336
00:16:29,160 --> 00:16:31,720
This is really incredible 
because not only is it not the 

337
00:16:31,720 --> 00:16:34,120
same banana, it's not the same 
duct tape. 

338
00:16:34,120 --> 00:16:35,320
So. 
It's kind of like nothing. 

339
00:16:35,880 --> 00:16:37,800
Is it the same wall? 
I don't think. 

340
00:16:37,840 --> 00:16:42,760
I think it's literally nothing. 
I think it's just like hey I 

341
00:16:42,760 --> 00:16:44,680
bought this but like it's not 
the actual. 

342
00:16:44,680 --> 00:16:47,000
What does he care? 
He just pumped the band token 

343
00:16:47,200 --> 00:16:50,360
like he there was like there was
a crime committed on that coin 

344
00:16:50,360 --> 00:16:53,280
like never before the cycle. 
So I was like, he's good. 

345
00:16:53,280 --> 00:16:54,920
He probably made like 10 of 
these bananas. 

346
00:16:55,640 --> 00:16:57,760
It's an. 
Interesting that was this whole 

347
00:16:57,760 --> 00:17:00,840
thing is an interesting coin 
that like the idea of like an 

348
00:17:01,160 --> 00:17:07,319
art piece that is like a that is
like a coin he's going to see 

349
00:17:07,319 --> 00:17:09,599
remember B20? 
Remember B20 back in the day? 

350
00:17:09,599 --> 00:17:12,920
Like, Oh my God, yes, Look, he's
so happy. 

351
00:17:13,079 --> 00:17:17,560
He's like, yeah, it's not the 
same wall. 

352
00:17:17,560 --> 00:17:19,880
It's not the same banana. 
It's not the same duck tape. 

353
00:17:20,200 --> 00:17:23,440
What the hell? 
This has got mainstream though, 

354
00:17:23,440 --> 00:17:25,839
that story right? 
Like a lot of people, a lot of 

355
00:17:25,839 --> 00:17:27,040
mainstream media is picking up 
on it. 

356
00:17:30,440 --> 00:17:32,600
Isn't this so Alex Baker has 
something to say? 

357
00:17:32,760 --> 00:17:35,440
Of course he did. 
Isn't this why we all do crypto?

358
00:17:35,520 --> 00:17:40,200
To get so absurdly rich that we 
can Lord of the serfs such as 

359
00:17:40,200 --> 00:17:43,360
senpai boy King Justin, you do 
it too? 

360
00:17:43,360 --> 00:17:46,520
If you could, Yeah, I guess if I
was multi billionaire and I was 

361
00:17:47,200 --> 00:17:49,200
redacted, maybe I'd do something
like, would you guys do 

362
00:17:49,200 --> 00:17:50,360
something like that if you were 
billionaires? 

363
00:17:53,880 --> 00:17:55,560
I mean the. 
Men's like man. 

364
00:17:55,560 --> 00:17:57,440
Maybe he's got a lot of money. 
Justin's son, right? 

365
00:17:58,840 --> 00:18:00,520
He's, yeah, he's got a lot of 
art. 

366
00:18:00,520 --> 00:18:02,280
He paid. 
I mean, Justin's son paid like 

367
00:18:02,280 --> 00:18:04,000
$70 million for a piece of art 
recently. 

368
00:18:05,680 --> 00:18:09,320
Justin's son arts purchase. 
I'm sure he did, yeah. 

369
00:18:09,880 --> 00:18:11,640
The cover on the people piece as
well, right? 

370
00:18:13,200 --> 00:18:15,120
He said he has on the people 
piece. 

371
00:18:15,800 --> 00:18:18,000
Many times, I think a couple 
times in a row, right? 

372
00:18:18,000 --> 00:18:22,480
Or I don't know, but when I look
at the news though, let me tell 

373
00:18:22,480 --> 00:18:24,360
you it definitely hit the 
mainstream news because you 

374
00:18:24,360 --> 00:18:26,920
Google search in Canada, 
Justin's son art purchase and 

375
00:18:26,920 --> 00:18:29,120
it's just like crypto 
entrepreneur who bought the 

376
00:18:29,120 --> 00:18:31,880
banana art eats the fruit. 
The Toronto Sun. 

377
00:18:32,440 --> 00:18:35,520
It's got my name for sure Banana
art he bought for 6,000,000. 

378
00:18:35,520 --> 00:18:37,400
How's the ban token doing on the
back of that? 

379
00:18:37,400 --> 00:18:39,200
That's one token I never was 
into. 

380
00:18:40,160 --> 00:18:43,240
I'm just curious. 
It's up a little bit. 

381
00:18:43,240 --> 00:18:44,240
It's. 
Pretty good. 

382
00:18:44,280 --> 00:18:48,640
I mean I know it's down from 
like that 500 mil level but 136 

383
00:18:48,640 --> 00:18:51,600
mil? 
Damn, FTV for token? 

384
00:18:52,880 --> 00:18:54,040
Well, there's a lot of tokens 
out there. 

385
00:18:54,040 --> 00:18:56,760
It's pretty, pretty solid. 
Wow. 

386
00:18:57,200 --> 00:19:01,560
So Justin's son, back in 2021 
paid 78,000,000 for a piece of 

387
00:19:01,560 --> 00:19:07,200
art called Lenez the Nose by 
Alberto. 

388
00:19:08,120 --> 00:19:10,240
It's Linney. 
Linney. 

389
00:19:10,720 --> 00:19:11,600
Yeah, exactly. 
We don't. 

390
00:19:11,600 --> 00:19:13,320
This is he is silent. 
Yeah. 

391
00:19:15,080 --> 00:19:16,960
Lenez, Mate. 
Lenez, mate. 

392
00:19:17,040 --> 00:19:21,080
Hey mate, have you seen my new 
art Maze Colonize? 

393
00:19:22,560 --> 00:19:25,000
Come on, Maze, Did you speak 
French yesterday on the show? 

394
00:19:25,000 --> 00:19:26,640
I. 
I speak French, don't worry, 

395
00:19:27,280 --> 00:19:30,320
just send me a joke. 
You've never spoken French to me

396
00:19:30,320 --> 00:19:31,280
before. 
That's crazy. 

397
00:19:31,280 --> 00:19:32,760
We got we're going to speak 
French after the show. 

398
00:19:32,760 --> 00:19:34,440
Quickly. 
So this is what you paid $78 

399
00:19:34,440 --> 00:19:35,560
million for? 
Let's check it out. 

400
00:19:36,560 --> 00:19:40,080
Damn. 
I lunar that I found a son 

401
00:19:40,080 --> 00:19:42,240
Giacometti. 
Oh, for Pinocchio, Right? 

402
00:19:42,800 --> 00:19:48,920
Interesting, Morbid a little 
bit. 

403
00:19:49,120 --> 00:19:52,840
No Twitch is on though. 
It's nice. 

404
00:19:53,320 --> 00:19:58,000
No, I was saying it's a little 
morbid looking, but like, yeah, 

405
00:19:58,920 --> 00:20:00,640
it's like, I don't dislike. 
I just look at them like that 

406
00:20:00,640 --> 00:20:04,000
man looks like look at this 
scary alien that they found in 

407
00:20:04,000 --> 00:20:06,440
somewhere and like, I don't 
know, ancient Egypt some shit. 

408
00:20:08,280 --> 00:20:12,080
Anyways, are you guys buying 
Tron on the back of that Tron 

409
00:20:12,080 --> 00:20:13,440
memes? 
Tron NFTS? 

410
00:20:13,480 --> 00:20:16,080
Guys, it's so much money this 
year. 

411
00:20:16,440 --> 00:20:19,520
Tron NFTS boom. 
I just tweet Tron FTS. 

412
00:20:19,520 --> 00:20:22,160
Let's see if that picks up. 
His Highness won't see it 'cause

413
00:20:22,160 --> 00:20:24,840
he still has me blocked, but but
we'll see. 

414
00:20:25,040 --> 00:20:27,000
It's so funny. 
I can now see his tweets and I 

415
00:20:27,120 --> 00:20:30,200
scroll on Justin Sun's account 
and it just says like Justin 

416
00:20:30,200 --> 00:20:32,720
Sontron has you blocked and I'm 
like God damn it, come on 

417
00:20:32,720 --> 00:20:35,160
Justin, he saw water on the 
bridge, right? 

418
00:20:35,920 --> 00:20:38,200
Right. 
Anyways, question for you. 

419
00:20:38,960 --> 00:20:41,000
Question for you Ovie real 
quick, 'cause then you got to go

420
00:20:41,000 --> 00:20:42,960
in 4 minutes. 
Have you been dabbling in AI at 

421
00:20:42,960 --> 00:20:48,480
all? 
The only AI coin I bought was 

422
00:20:48,480 --> 00:20:52,400
Shoggoth because I was like, I 
don't have to. 

423
00:20:52,640 --> 00:20:55,000
After the whole AI16Z thing, I 
was like, oh, I don't want to 

424
00:20:55,000 --> 00:20:58,720
have something where if someone 
rugs and it seems like some of 

425
00:20:58,720 --> 00:21:00,520
these AI Bros are coming in and 
being like, oh wow, I can 

426
00:21:00,520 --> 00:21:03,520
actually make some money and and
kind of sort of like extracting.

427
00:21:03,520 --> 00:21:04,680
So I don't want to be in 
something like that. 

428
00:21:04,680 --> 00:21:07,120
With Shoggoth, it's just like 
it's just an AI meme, but I 

429
00:21:07,120 --> 00:21:10,040
don't own it anymore. 
I sold it to buy something else.

430
00:21:13,040 --> 00:21:13,560
Where'd you? 
Buy. 

431
00:21:14,320 --> 00:21:18,880
I own some this thing called 
Soliqui cat. 

432
00:21:20,920 --> 00:21:24,120
What the fuck is that bro? 
I couldn't spell the taker bro. 

433
00:21:25,000 --> 00:21:26,640
Yeah, there's something where 
there's like rumors where it's 

434
00:21:26,640 --> 00:21:31,200
like the Solana Foundation has 
like an AI ace thing, but yeah, 

435
00:21:31,200 --> 00:21:32,320
that hasn't been a good one. 
Did. 

436
00:21:32,960 --> 00:21:35,240
You come on here to start rumors
about your bags this morning. 

437
00:21:35,760 --> 00:21:37,600
100% no, that was the. 
Rumor Bill. 

438
00:21:38,240 --> 00:21:41,320
Dude that's the rumor mill bro. 
It's a little little liquid cat.

439
00:21:41,760 --> 00:21:44,080
I think that's like a wet like a
in the AI trenches. 

440
00:21:44,080 --> 00:21:45,840
That's like common knowledge I 
believe. 

441
00:21:47,160 --> 00:21:48,480
Mando, you're in the AI 
trenches. 

442
00:21:48,680 --> 00:21:50,160
What do you think? 
Have you heard of Siddell? 

443
00:21:50,160 --> 00:21:52,560
I think. 
Tyler's list of 70 AI coins. 

444
00:21:53,200 --> 00:21:58,000
Dude is it in Tyler's list? 
Tyler's list is like longer in 

445
00:21:58,040 --> 00:22:00,000
the fucking Merriam Webster 
dictionary, bro. 

446
00:22:01,560 --> 00:22:03,320
But apart from that, no, I'm not
really. 

447
00:22:03,320 --> 00:22:07,800
I mean, I get it and I'm not. 
I'm bullish on it. 

448
00:22:07,800 --> 00:22:10,240
But for me, it's not my, it's 
not my wheelhouse, you know, 

449
00:22:10,240 --> 00:22:13,720
like I'm, I don't want to like 
have to dig into the shit. 

450
00:22:13,720 --> 00:22:17,360
I just want to be like oh that's
good meme buy like. 

451
00:22:19,200 --> 00:22:21,680
Seems like you're similar to me.
Are you in GOAT as well or? 

452
00:22:21,800 --> 00:22:23,440
I'm not in goat. 
That's the only thing I would 

453
00:22:23,440 --> 00:22:25,360
buy because it just feels like 
that's quite clearly the front 

454
00:22:25,360 --> 00:22:27,960
runner. 
But again, like for me to buy a 

455
00:22:29,440 --> 00:22:32,920
multi 100 million coin, like 
it's not really like something 

456
00:22:33,240 --> 00:22:39,160
like goat and go big size really
have to be like, you know, I 

457
00:22:39,160 --> 00:22:40,640
know I said that earlier. 
I was like, you know, these are 

458
00:22:40,640 --> 00:22:45,200
the coins that. 
You got to it's, it's the risk. 

459
00:22:45,880 --> 00:22:50,880
If goat was an animal meme coin 
like a classic 1800 million, I 

460
00:22:50,880 --> 00:22:55,840
think it's it's a bit like oh, 
but I think because it's it's a 

461
00:22:55,960 --> 00:22:57,560
it's the leader of its own 
category. 

462
00:22:57,800 --> 00:23:00,200
I don't think it's going to be 
compared against like pop cat if

463
00:23:00,200 --> 00:23:02,640
it goes to 1.3 billion. 
Do you know what I? 

464
00:23:05,080 --> 00:23:09,840
Mean whereas if it's. 
SPX or or 1 of Murad's bags or. 

465
00:23:10,960 --> 00:23:13,120
I feel like those are more 
comparable. 

466
00:23:14,000 --> 00:23:15,560
Yeah. 
It was a big rally though in the

467
00:23:15,560 --> 00:23:18,320
AI stuff yesterday. 
Big, big bounce across the 

468
00:23:18,320 --> 00:23:20,800
board. 
AIC, was it the back up to 300 

469
00:23:20,800 --> 00:23:22,120
million? 
Oh wow, OK. 

470
00:23:22,120 --> 00:23:24,360
I thought it was just some base.
Well, across the board really. 

471
00:23:26,120 --> 00:23:31,960
So AI16C up to 300 million, zero
borough back to 475. 

472
00:23:34,440 --> 00:23:37,320
Whoa. 
Virtual's hit 1.4 billion FTV. 

473
00:23:37,720 --> 00:23:39,880
Obviously it's much lower 
current market cap, but it's 

474
00:23:39,880 --> 00:23:41,760
very high FTV. 
How much are we talking? 

475
00:23:42,400 --> 00:23:44,600
Was that 40 mil when it was 
brought up on here? 

476
00:23:45,800 --> 00:23:47,600
Well, it's difficult because 
you're probably looking at the 

477
00:23:47,600 --> 00:23:51,040
current market cap and, and, and
the current market cap is, is 

478
00:23:51,040 --> 00:23:57,800
quite different and it has quite
a lot of vesting coming so. 

479
00:23:57,880 --> 00:23:59,720
I'm going to, I'm going to 
bounce guys, but. 

480
00:24:01,040 --> 00:24:05,800
COB, thanks for coming, it's so 
boring going to go. 

481
00:24:07,280 --> 00:24:09,720
Yeah, exactly. 
Unbelievable yawns and leaves. 

482
00:24:10,280 --> 00:24:13,280
Unbelievable form. 
All right, the code for today's 

483
00:24:13,280 --> 00:24:15,080
giveaway. 
I just finished a little bit 

484
00:24:15,080 --> 00:24:17,080
loot box spin too. 
Check it out, baby. 

485
00:24:17,080 --> 00:24:21,720
It's very little mana stings, 
but it's like big wins hype in 

486
00:24:21,720 --> 00:24:23,320
honor of Hyper liquid. 
We got to talk about that. 

487
00:24:23,320 --> 00:24:28,640
But if you go to rafflebot dot 
XYZ, rafflebot dot XYZ code 

488
00:24:28,640 --> 00:24:33,800
hype, HYPEHYPE and then in about
10 minutes we'll get into our 

489
00:24:34,160 --> 00:24:37,320
guest of the day and then we'll 
go in and give away some money. 

490
00:24:37,320 --> 00:24:38,520
But anyways, back to the AI 
stuff. 

491
00:24:38,520 --> 00:24:41,600
So well, AI16Z jumped again. 
I thought a lot of people lost 

492
00:24:41,600 --> 00:24:43,120
trust for that one. 
I guess not. 

493
00:24:44,560 --> 00:24:47,480
Well, Virtuals is rallying and 
Virtuals I would say is the 

494
00:24:47,480 --> 00:24:51,280
number one competitor at AI616Z.
And it's one point. 

495
00:24:51,440 --> 00:24:53,480
Three, because they're both more
infrastructure plays. 

496
00:24:55,240 --> 00:25:01,160
And so I think the disparity 
between Virtuals, I mean, 

497
00:25:01,160 --> 00:25:05,480
virtuals is releasing, you know,
it's maybe a few 100 coins are 

498
00:25:05,480 --> 00:25:07,080
being released to stay on 
Virtuals. 

499
00:25:10,760 --> 00:25:14,960
AI16Z's Eliza model is still 
producing the majority of these.

500
00:25:15,920 --> 00:25:18,560
So I think it was more just like
a rel Valve thing more than 

501
00:25:18,560 --> 00:25:21,520
anything. 
Interesting. 

502
00:25:21,960 --> 00:25:24,280
Yeah, the AI trenches are 
definitely cooking right now, 

503
00:25:24,320 --> 00:25:26,840
man, people are making crazy 
money in there. 

504
00:25:28,440 --> 00:25:29,480
Yeah, that was a good trade 
here. 

505
00:25:29,480 --> 00:25:31,080
I. 
Mean, I think this actually just

506
00:25:31,080 --> 00:25:33,640
took most stuff to unchanged on 
the week, if I'm honest. 

507
00:25:35,480 --> 00:25:38,800
It had been bad until a couple 
of days ago and then we're kind 

508
00:25:38,800 --> 00:25:41,280
of back to where we were. 
So most coins are just back to 

509
00:25:41,280 --> 00:25:42,400
where they were a week ago now, 
Yeah. 

510
00:25:43,240 --> 00:25:44,920
Yeah, yeah. 
I mean far coin I feel like. 

511
00:25:45,080 --> 00:25:48,880
It's in two. 
Yeah, this one just feels right,

512
00:25:48,960 --> 00:25:50,680
dude. 
Someone wants more. 

513
00:25:50,680 --> 00:25:52,240
But it's tough when the main one
it. 

514
00:25:52,240 --> 00:25:54,320
I feel like it's tough for the 
middle part here. 

515
00:25:55,160 --> 00:25:58,600
Forget the bottom part, but I 
feel like it's really hard for 

516
00:25:58,600 --> 00:26:02,280
the middle part to go higher as 
let's go. 

517
00:26:02,280 --> 00:26:05,480
Just like kind of stay stuck in 
this range, right? 

518
00:26:06,440 --> 00:26:10,320
I feel like Goat's been in the 
8th ranging between 800 to 

519
00:26:10,360 --> 00:26:12,480
$1,000,000 to billion for a long
time now. 

520
00:26:13,520 --> 00:26:15,400
Yeah, it's definitely been 
consolidating here for a long 

521
00:26:15,400 --> 00:26:17,240
time. 
A month actually. 

522
00:26:18,560 --> 00:26:21,800
Which is kind of a good sign. 
I feel like you you need that 

523
00:26:22,200 --> 00:26:23,920
people believe it's valuable 
thing. 

524
00:26:25,120 --> 00:26:27,640
I also think the main thing 
about a lot of these memes, and 

525
00:26:27,640 --> 00:26:32,320
you know this from from from 
chill guy, right? 

526
00:26:32,320 --> 00:26:37,400
Like once pups gets added on, 
cognance takes a long time for 

527
00:26:37,400 --> 00:26:40,320
that to like settle because you 
start and people start doing 

528
00:26:40,320 --> 00:26:45,920
like 10X levered and then you 
need a few wiped wipeouts 

529
00:26:45,920 --> 00:26:47,440
basically for it to properly 
rally. 

530
00:26:49,120 --> 00:26:51,840
And that's that's kind of a 
tried and tested thing that 

531
00:26:51,840 --> 00:26:54,240
happens, right. 
Like that's why I think that 

532
00:26:54,280 --> 00:26:58,280
till guy, in my honest opinion, 
needs like another spot listing 

533
00:26:58,280 --> 00:27:02,320
here to keep to keep it like or 
I think it could go sideways for

534
00:27:02,320 --> 00:27:05,880
a little bit, not not 
necessarily go down, but I think

535
00:27:06,080 --> 00:27:09,600
you just because people will 
lever trade it, lever trade it, 

536
00:27:09,600 --> 00:27:11,000
right. 
Same with Moodang, right? 

537
00:27:12,920 --> 00:27:15,640
They go sideways and then as 
soon as the spot gets added, 

538
00:27:15,640 --> 00:27:19,680
like it can be a lot more 
difficult for just to have like 

539
00:27:19,680 --> 00:27:21,560
a sustained rally. 
So needs to. 

540
00:27:21,560 --> 00:27:23,680
Consolidate crazy Wick and then 
they they could. 

541
00:27:23,840 --> 00:27:24,880
I was talking about this 
morning, right? 

542
00:27:24,880 --> 00:27:27,480
I was like they all do this and 
then it's happened to Ben. 

543
00:27:27,480 --> 00:27:30,360
It happened to degen, happened 
to mudang. 

544
00:27:31,360 --> 00:27:34,360
It's like they all have this 
like bleed for a bit and then it

545
00:27:34,360 --> 00:27:37,440
feels like they just RIP again, 
you know? 

546
00:27:37,680 --> 00:27:40,120
Like no doubt, but normally 
after a couple of months or a 

547
00:27:40,120 --> 00:27:42,160
month like then. 
They go again. 

548
00:27:42,320 --> 00:27:46,000
So, so I think Goat's probably 
in the on the but but I can 

549
00:27:46,000 --> 00:27:50,200
imagine if I could look through 
all those ones that have been 

550
00:27:50,200 --> 00:27:53,720
mentioned, right. 
So if we go down like Mog Mog, 

551
00:27:54,080 --> 00:27:58,880
has that got Binet spot yet? 
Mog does not No, Mog is not no, 

552
00:27:59,120 --> 00:28:02,040
I think it would be way higher. 
No Mog's got perps, Goats got 

553
00:28:02,040 --> 00:28:03,320
perp. 
They all got perps because 

554
00:28:03,320 --> 00:28:05,840
that's it's funny though, like 
Binance. 

555
00:28:06,080 --> 00:28:09,920
It's they're being funny because
like they list all these perps 

556
00:28:09,920 --> 00:28:14,360
memes and then you have CZ 
saying that name. 

557
00:28:14,360 --> 00:28:17,520
Corns getting weird, but then 
they don't spot that. 

558
00:28:17,520 --> 00:28:20,920
I don't I don't know, like they 
don't spot like the weirdest me.

559
00:28:20,920 --> 00:28:22,400
I don't know, I don't know 
what's going on there. 

560
00:28:23,560 --> 00:28:26,520
Like you'd figure that forget my
bags like, well, actually, no, 

561
00:28:26,520 --> 00:28:29,280
maybe not, but like Mudang, like
you'd figure Mudang would have 

562
00:28:29,280 --> 00:28:32,320
spot by now. 
So what's the like? 

563
00:28:32,320 --> 00:28:34,080
How? 
How does something make it to 

564
00:28:34,080 --> 00:28:36,800
spot? 
They, they just make a lot more 

565
00:28:36,800 --> 00:28:39,120
money out of perps, right. 
You don't need a market maker 

566
00:28:39,120 --> 00:28:41,040
for perps. 
They basically just run it 

567
00:28:41,040 --> 00:28:42,840
themselves, so and. 
They. 

568
00:28:42,920 --> 00:28:45,920
Wipe you, they take it all out. 
They wipe you all out. 

569
00:28:46,320 --> 00:28:52,000
They know, you know, if you look
at the actual money made by perp

570
00:28:52,000 --> 00:28:54,920
platforms versus spot platforms,
it's much higher for perps 

571
00:28:54,920 --> 00:28:58,040
because perps, you're generally 
trading at risk, right? 

572
00:28:58,040 --> 00:29:01,320
You're 10X levered. 
So the majority of people will 

573
00:29:01,320 --> 00:29:05,440
not make money on perps just 
like as an overall metric, 

574
00:29:07,520 --> 00:29:10,200
because you have the Lev levered
aspect of it all. 

575
00:29:11,040 --> 00:29:13,640
So they they make so much more 
money out of perps. 

576
00:29:13,640 --> 00:29:19,360
So the lonely really list spot 
if they if perps volume stays 

577
00:29:19,360 --> 00:29:24,160
high for a long period of time 
and often I think if the prices 

578
00:29:24,160 --> 00:29:26,920
settled down a bit. 
Do you know what I mean? 

579
00:29:27,320 --> 00:29:33,920
Like so Mudang Yeah, that could 
that could get a spot listing 

580
00:29:34,600 --> 00:29:37,840
because it's it's settled down 
lower price points still doing 

581
00:29:37,840 --> 00:29:42,280
decent volume go Honestly, I 
think the best the best chance 

582
00:29:42,280 --> 00:29:44,560
for goat listing is Coinbase 
right now. 

583
00:29:44,600 --> 00:29:48,840
Yeah, GOAT could get Coinbase 
just because of just because of 

584
00:29:48,840 --> 00:29:51,720
what's going on in virtuals like
I think. 

585
00:29:51,720 --> 00:29:55,560
It would be. 
Because all virtual holders 

586
00:29:55,560 --> 00:29:57,600
think they're about to get 
listed on on Coinbase too. 

587
00:29:58,360 --> 00:29:59,480
Yeah, it's probably the pump, 
right? 

588
00:30:00,240 --> 00:30:03,440
the IT feels, I was thinking I 
guess something about the AI 

589
00:30:03,440 --> 00:30:04,040
thing. 
It's crazy. 

590
00:30:04,040 --> 00:30:06,320
I don't have much exposure. 
I mean, I I have large exposure 

591
00:30:06,320 --> 00:30:08,000
because of Go. 
Technically it's the AI sector 

592
00:30:09,640 --> 00:30:14,200
being one of my bigger rags, but
it's it's it's it, I don't know,

593
00:30:14,200 --> 00:30:17,320
the whole AI narrative. 
Like the, I guess the more right

594
00:30:17,320 --> 00:30:20,760
curve one seems to have moved to
base a lot. 

595
00:30:21,080 --> 00:30:24,160
You know, like all these agents,
like the all different types of 

596
00:30:24,160 --> 00:30:26,720
things, whatever the hell. 
Like it seems like a lot of that

597
00:30:26,720 --> 00:30:28,000
action has moved to base right 
now. 

598
00:30:28,440 --> 00:30:31,040
So we'll see how how that that 
base narrative is sustained. 

599
00:30:31,040 --> 00:30:32,600
The last two times it wasn't 
sustained. 

600
00:30:32,720 --> 00:30:35,360
We talked about it yesterday, 
but let's see if it's sustained 

601
00:30:35,360 --> 00:30:38,480
this time around and how 
Coinbase itself capitalizes on 

602
00:30:38,480 --> 00:30:40,560
it, right? 
I think what happened really 

603
00:30:40,560 --> 00:30:44,560
there is just what happened with
Phantom Phantom. 

604
00:30:44,560 --> 00:30:46,320
Yeah, Phantom. 
Everyone was like, right, what 

605
00:30:46,320 --> 00:30:50,000
can we pump? 
No other no real base memes 

606
00:30:50,000 --> 00:30:53,360
really pumped apart from the 
these a a I think they saw these

607
00:30:53,360 --> 00:30:57,960
coins as like a a unique thing 
that the base was good at and 

608
00:30:58,080 --> 00:31:00,280
they could they could pump them 
basically. 

609
00:31:01,640 --> 00:31:03,560
Interesting and. 
I think, I think I'm not saying 

610
00:31:03,560 --> 00:31:07,600
that won't continue, but I think
like you can check out if you 

611
00:31:07,600 --> 00:31:10,560
go, if you go Dune analytics, 
Dune analytics. 

612
00:31:11,160 --> 00:31:13,280
I mean, Brett has been $4 
billion, dude. 

613
00:31:14,120 --> 00:31:15,600
Jesus. 
Yeah. 

614
00:31:17,040 --> 00:31:18,600
Wow. 
You want me to go Dune? 

615
00:31:19,480 --> 00:31:21,560
Go Dune. 
Yeah, dune.com. 

616
00:31:21,560 --> 00:31:26,880
What do you want to research? 
Virtual Virtual protocol. 

617
00:31:28,360 --> 00:31:29,440
Virtuals. 
Protocol. 

618
00:31:30,000 --> 00:31:32,640
Virtuals. 
OK, Proto, there you go. 

619
00:31:33,280 --> 00:31:34,600
Yeah, yeah. 
Just do that one here. 

620
00:31:35,200 --> 00:31:36,200
Yeah, yeah. 
Let's see here. 

621
00:31:36,960 --> 00:31:39,280
Wow. 
So the number of tokens 

622
00:31:39,280 --> 00:31:43,320
launched, you can see here is is
is about in the hundreds a day. 

623
00:31:43,320 --> 00:31:47,800
It's not unbelievably high. 
It's not like new coins at this 

624
00:31:47,880 --> 00:31:51,480
at this step. 
So although they I think they've

625
00:31:51,480 --> 00:31:55,440
burnt something like in the 
millions of of I don't know if 

626
00:31:55,440 --> 00:31:58,760
you burn it actually, or like 
they've paid in the millions of 

627
00:31:58,760 --> 00:32:02,720
virtual to to to list these. 
So it's still like an early days

628
00:32:02,720 --> 00:32:06,880
story, if I'm honest. 
It will be interesting. 

629
00:32:06,880 --> 00:32:14,400
Whereas I don't know how many 
agents are made on Eliza, Eliza 

630
00:32:15,480 --> 00:32:18,000
agents per day. 
I wonder if anyone's written 

631
00:32:18,000 --> 00:32:27,160
that, but I think it's, I think 
it's, it is absolutely insane 

632
00:32:27,160 --> 00:32:31,120
amounts. 
OK, interesting. 

633
00:32:31,440 --> 00:32:32,880
It's going to be interesting to 
follow. 

634
00:32:32,880 --> 00:32:35,880
But on base in general, I was 
wondering, I like to think, I 

635
00:32:35,880 --> 00:32:38,000
mean the best way to see if 
these tokens are going to if 

636
00:32:38,000 --> 00:32:39,360
their leaders are doing good, 
right. 

637
00:32:39,360 --> 00:32:43,600
So it's like they're not moving 
that like Brett has already 

638
00:32:43,600 --> 00:32:46,280
moved up here to 170 billion 
before. 

639
00:32:46,320 --> 00:32:48,520
Where's Migos at? 
To me, Migos is like, I don't 

640
00:32:48,520 --> 00:32:50,600
want any. 
Migos is like the bulk of base, 

641
00:32:50,640 --> 00:32:54,280
right? 
It's like the animal face of the

642
00:32:54,280 --> 00:32:56,480
Coinbase meme or whatever the 
hell, right? 

643
00:32:56,480 --> 00:32:58,920
That's how I see it. 
What's that? 

644
00:32:58,920 --> 00:33:01,880
That's 90. 
That's 98,000,000, but it went 

645
00:33:01,880 --> 00:33:05,240
up to what? 
Went up to 188. 

646
00:33:05,880 --> 00:33:08,160
So yeah, I guess you're right. 
It's really the base activity 

647
00:33:08,160 --> 00:33:11,400
right now is really all these, 
these meme coins, these AI 

648
00:33:11,400 --> 00:33:12,840
coins. 
You know what's really going 

649
00:33:12,880 --> 00:33:14,560
really hard? 
It's AIXPT, though. 

650
00:33:15,160 --> 00:33:18,960
That one is like nonstop. 
Because it's a, it's a, it's a 

651
00:33:18,960 --> 00:33:20,800
one on. 
I mean, it's interesting that 

652
00:33:20,840 --> 00:33:25,720
that Luna basically 200 got 
slips, yeah. 

653
00:33:28,040 --> 00:33:31,480
God damn, look at this. 
Yeah. 

654
00:33:33,480 --> 00:33:36,120
Jesus, Wow, have you? 
Seen the Twitter account though,

655
00:33:36,120 --> 00:33:37,760
like it's getting decent 
engagement. 

656
00:33:38,360 --> 00:33:41,080
Yeah, I had a notification. 
I had to turn it off because it 

657
00:33:41,080 --> 00:33:43,160
was just like doing the last 
system, some random coins. 

658
00:33:43,280 --> 00:33:44,920
And actually I was trying to 
tell this morning about it. 

659
00:33:44,920 --> 00:33:47,680
I was like what if it's wrong 
and actually apparently did the 

660
00:33:47,680 --> 00:33:51,040
wrong analysis on Vader it. 
It's wrong all the time. 

661
00:33:51,040 --> 00:33:52,280
It has hallucinations all the 
time. 

662
00:33:52,280 --> 00:33:53,640
I don't. 
I don't think this is maybe. 

663
00:33:54,000 --> 00:33:56,160
What is it? 
So Tyler said the same thing. 

664
00:33:56,160 --> 00:33:57,560
What the hell is an 
hallucination? 

665
00:33:59,640 --> 00:34:04,000
Hallucination is quite a popular
term in AI to refer to when the 

666
00:34:04,040 --> 00:34:06,960
AI just makes something up. 
Like you'll ask it a question 

667
00:34:06,960 --> 00:34:08,120
and it will just make something 
up. 

668
00:34:08,120 --> 00:34:12,760
It'll probably, it basically 
makes up the sources, that sort 

669
00:34:12,760 --> 00:34:15,960
of stuff. 
So when when you say a 

670
00:34:15,960 --> 00:34:20,880
hallucination, it's often that 
the AIS has made it up somehow. 

671
00:34:23,800 --> 00:34:25,920
Interesting. 
So its analysis will be wrong or

672
00:34:25,920 --> 00:34:28,159
like completely misinterpret the
situation. 

673
00:34:30,960 --> 00:34:34,440
OK, interesting. 
OK, I'm I'm curious to see where

674
00:34:34,440 --> 00:34:38,320
this where they where they where
they take this like what for 

675
00:34:38,320 --> 00:34:39,080
you? 
What's the upside? 

676
00:34:39,080 --> 00:34:40,960
What's the upside left on 
something like ISBT? 

677
00:34:40,960 --> 00:34:42,719
Like for me, I was so tired 
about this morning because I was

678
00:34:42,719 --> 00:34:44,280
like, So what where twisting 
this go? 

679
00:34:44,280 --> 00:34:47,480
It's probably zero bro levels, 
but then it's like to get so 

680
00:34:47,480 --> 00:34:49,520
like to get to that next level 
up. 

681
00:34:49,520 --> 00:34:52,080
Like right now it's this is just
flip bully, right? 

682
00:34:52,080 --> 00:34:53,840
If you were to put it against 
like the smaller ones. 

683
00:34:54,360 --> 00:34:55,840
Yeah. 
Flip bully. 

684
00:34:55,840 --> 00:34:57,320
Look. 
As I've said to you before, like

685
00:34:57,320 --> 00:35:01,560
I think the AI agents are the 
most difficult to play like, and

686
00:35:01,560 --> 00:35:03,360
I also think they're also the 
most dangerous because there is 

687
00:35:03,360 --> 00:35:05,200
a new one each week. 
There's literally a new one each

688
00:35:05,200 --> 00:35:06,560
week. 
Yeah. 

689
00:35:07,560 --> 00:35:11,000
If I'm honest, the one that I 
that I liked which I I've said 

690
00:35:11,440 --> 00:35:15,240
at that lower price was AI16Z 
because it is parable to 

691
00:35:15,240 --> 00:35:17,800
virtuals right? 
Like it is, it's a it's an 

692
00:35:17,800 --> 00:35:23,440
infrastructure builder 
interesting, but and he's but 

693
00:35:23,440 --> 00:35:26,600
he's lost like the trust. 
So like AI16Z if it hadn't 

694
00:35:26,600 --> 00:35:32,120
screwed up like could be 2-3 X 
its price right right now. 

695
00:35:32,160 --> 00:35:34,480
Yeah, you bottomed that too on 
that on the T GS podcast. 

696
00:35:34,480 --> 00:35:37,600
So it was like 150 I think, and 
then I think it's 2X it's. 

697
00:35:38,280 --> 00:35:40,280
But then who knows, like Zero 
Bro is going to come out with 

698
00:35:40,280 --> 00:35:45,680
its own version of this as well.
And I feel different others like

699
00:35:45,680 --> 00:35:49,800
that at the moment. 
Yes, there's only real 2 blur 

700
00:35:49,800 --> 00:35:55,920
and and and and open C of this 
NFT analogy, but there's going 

701
00:35:55,920 --> 00:35:58,960
to be so many more. 
There's going to be so many more

702
00:35:59,080 --> 00:36:02,120
in in the coming weeks. 
But right now, the one if you're

703
00:36:02,120 --> 00:36:07,440
like, oh, what looks cheap? 
I I would still say the AI16Z at

704
00:36:07,560 --> 00:36:12,200
300 million versus virtuals at 
1.4 billion seems wrong for the 

705
00:36:12,200 --> 00:36:14,160
amount of activity going up on 
both. 

706
00:36:16,040 --> 00:36:18,480
But the the tokenomics actually 
aspect of it is slightly 

707
00:36:18,480 --> 00:36:21,520
different. 
One of them is a DAO which you 

708
00:36:21,520 --> 00:36:25,640
know you have your experience 
with Daos, and the other one is 

709
00:36:25,680 --> 00:36:29,360
is more like a you have to use. 
You have to use the token to 

710
00:36:29,360 --> 00:36:33,600
actually create an agent. 
When, when when I started to go 

711
00:36:33,600 --> 00:36:36,040
with fucking TG and Frank and 
shit were like trying to push 

712
00:36:36,040 --> 00:36:39,120
the DAO model on the timeline 
and their streams the other day,

713
00:36:39,120 --> 00:36:41,080
the other week. 
I was like, that's are we going 

714
00:36:41,120 --> 00:36:43,560
back there there again? 
Like I, there's nothing I'm not.

715
00:36:44,000 --> 00:36:46,240
Doing it just one more goat. 
Goat looks. 

716
00:36:47,200 --> 00:36:50,680
I did mother I I reckoned goat 
with my back on the dip. 

717
00:36:50,680 --> 00:36:52,920
I literally whatever I topped at
1 billion. 

718
00:36:53,240 --> 00:36:56,880
I bought the same amount of the 
dip on purpose just so I could 

719
00:36:57,000 --> 00:37:00,320
just so I could double the 
position because my goat keeps 

720
00:37:00,320 --> 00:37:02,640
talking about it. 
He's Mendel's out there shilling

721
00:37:02,840 --> 00:37:04,920
goat like everywhere. 
Y'all like he's in the boys chat

722
00:37:04,920 --> 00:37:06,480
all day long. 
Goat, goat, goat. 

723
00:37:06,760 --> 00:37:07,080
He. 
He. 

724
00:37:07,480 --> 00:37:08,680
When was the last time I 
mentioned go? 

725
00:37:08,880 --> 00:37:14,800
I barely ever mentioned it. 
Just now I got you got you. 

726
00:37:14,840 --> 00:37:17,720
Bitcoin is about to hit. 
It's it's all time high, which 

727
00:37:17,720 --> 00:37:20,640
you absolutely love to see. 
Maybe it's because we got that 

728
00:37:20,640 --> 00:37:23,240
big Miami energy that just 
joined us on the show. 

729
00:37:23,240 --> 00:37:25,760
So hang tight. 
Y'all raffle bought that XYZ for

730
00:37:25,760 --> 00:37:28,600
the giveaways. 
The code is hype, HYPE, which 

731
00:37:28,600 --> 00:37:31,400
quickly I'm gonna go to y'all. 
I see Joe, I see Blondie on the 

732
00:37:31,400 --> 00:37:32,680
Twitter space. 
I'm going to y'all in a minute. 

733
00:37:32,680 --> 00:37:35,160
But man, though there's a big 
air drop happened this morning. 

734
00:37:35,400 --> 00:37:39,040
This hyper liquid one dude, I 
didn't partake because I didn't 

735
00:37:39,040 --> 00:37:40,560
really use hyper liquid in 
Richardson. 

736
00:37:40,560 --> 00:37:42,440
Like damn, why didn't I? 
Because obviously I treated a 

737
00:37:42,440 --> 00:37:45,960
lot this last few months, but 
seems extremely successful. 

738
00:37:47,440 --> 00:37:48,800
I mean. 
Hyper Liquid has been one of the

739
00:37:48,920 --> 00:37:53,120
the the most successful apps in 
crypto this year. 

740
00:37:53,400 --> 00:37:57,560
This was a very, very hyped. 
This is not very, very hard. 

741
00:37:57,760 --> 00:38:00,040
It is a pup decks. 
It's not there's not really much

742
00:38:00,040 --> 00:38:02,040
more to it than that at the 
moment at least. 

743
00:38:02,600 --> 00:38:05,600
But the UIUX was was very much 
liked. 

744
00:38:06,640 --> 00:38:10,600
It's on Arbitron, which it's 
like the number one app on 

745
00:38:10,600 --> 00:38:16,520
Arbitron. 
But just like so far, I don't 

746
00:38:16,520 --> 00:38:18,920
know if they go down the route 
of DYDX and do their own chain, 

747
00:38:20,520 --> 00:38:22,480
but yeah, that's where we're 
kind of at. 

748
00:38:22,520 --> 00:38:27,640
Like I think it's kind of like 
Jupiter, you know, it's got that

749
00:38:27,640 --> 00:38:32,040
much of A of a market share in, 
in perps. 

750
00:38:33,720 --> 00:38:37,800
So yeah, it's. 
It's good for people I know 

751
00:38:37,800 --> 00:38:40,960
where's I know like OG Farmer. 
I know like a lot of the big, a 

752
00:38:41,440 --> 00:38:43,880
lot of folks got a big. 
All the perp traders, all the 

753
00:38:43,880 --> 00:38:45,840
big perp traders have have done 
well from this. 

754
00:38:46,520 --> 00:38:48,960
Yeah, that's good because the 
perpetrators are degenerate, so 

755
00:38:48,960 --> 00:38:51,320
they just put it right back into
the market, you know what I 

756
00:38:51,320 --> 00:38:52,240
mean? 
Like, it's not like they're 

757
00:38:52,240 --> 00:38:54,640
gonna go and like, take it out 
and do this. 

758
00:38:54,640 --> 00:38:58,480
Hopefully they buy, they buy, 
they they buy what what, what, 

759
00:38:59,360 --> 00:39:01,120
what we're into. 
But anyway, so that was a good 

760
00:39:01,120 --> 00:39:02,240
thing. 
I mean, you love to see it, 

761
00:39:02,240 --> 00:39:03,640
right? 
Like we, we, we need stuff like 

762
00:39:03,640 --> 00:39:04,760
that. 
It's good for the space. 

763
00:39:04,760 --> 00:39:06,160
It's good. 
These airdrops have magic eating

764
00:39:06,160 --> 00:39:10,000
coming, you know, God willing, 
the open sea tokens come in. 

765
00:39:10,000 --> 00:39:13,520
But I don't know what I's gonna 
do, you know, maybe Madam ask. 

766
00:39:13,600 --> 00:39:14,520
I don't know. 
I don't know. 

767
00:39:14,520 --> 00:39:15,320
I don't know. 
I don't know.

