1 00:00:00,200 --> 00:00:02,480 Yo-yo what up? What up Good morning, good 2 00:00:02,520 --> 00:00:14,880 morning DMV Monday. Oh baby Monday April 21st 2025 3 00:00:14,960 --> 00:00:18,240 Look at that another beautiful day to have a beautiful day. 4 00:00:18,560 --> 00:00:21,520 I got my Co host in the house Tyler Mendo. 5 00:00:21,520 --> 00:00:23,520 Happy Easter. Good morning. 6 00:00:23,640 --> 00:00:26,760 How you guys doing today? Fantastic. 7 00:00:26,760 --> 00:00:28,640 How are you? I'm good man. 8 00:00:28,760 --> 00:00:31,640 I'm a, you know, I'm a, I'm a reform man. 9 00:00:32,280 --> 00:00:34,880 I, I'm, you know, I'm a, I'm a, I'm a. 10 00:00:35,320 --> 00:00:37,880 So the people of Lisbon, you call them lesbians. 11 00:00:37,880 --> 00:00:41,480 I was going to say I'm a OK, I was going to say I'm a lesbian 12 00:00:41,480 --> 00:00:47,240 now, but that may not be the term. 13 00:00:47,480 --> 00:00:49,480 I mean, I am into women anyways, Tyler. 14 00:00:52,120 --> 00:00:54,880 How you doing today? What a start. 15 00:00:54,880 --> 00:00:56,440 Indeed. Hard to follow that up. 16 00:00:56,600 --> 00:00:59,080 I'm doing well. It was a nice long Easter 17 00:00:59,080 --> 00:01:00,840 weekend that the kids are still home. 18 00:01:00,840 --> 00:01:03,400 This is spring break too. Now in this current school 19 00:01:03,400 --> 00:01:04,720 system, they give them five days off. 20 00:01:04,720 --> 00:01:08,440 It is absolutely not It's fun. I've got a new source of opium 21 00:01:08,920 --> 00:01:10,320 for all of you. Watching the stream, you might 22 00:01:10,320 --> 00:01:12,000 see something new over my right shoulder. 23 00:01:12,000 --> 00:01:14,560 My mother wanted to give me a gift for my new office. 24 00:01:14,960 --> 00:01:18,200 She chose a golden bowl. Let's see it. 25 00:01:18,560 --> 00:01:20,640 Oh, I like that. Bring that forward, Tyler. 26 00:01:20,640 --> 00:01:23,640 Let's see that. Let's see that I noticed it 27 00:01:23,640 --> 00:01:28,400 earlier. I was like, yo, that's a bull. 28 00:01:29,200 --> 00:01:34,120 That's a bull. Damn, that's nice. 29 00:01:34,400 --> 00:01:36,480 That's a nice bull. Yeah, I'm a fan. 30 00:01:36,720 --> 00:01:40,080 So it's going to help us, you know, propel, propel forward 31 00:01:40,080 --> 00:01:42,040 here. Yeah, I like that. 32 00:01:42,040 --> 00:01:43,680 It's on your right shoulder. It's good. 33 00:01:43,800 --> 00:01:45,520 You know, we're very bullish on that. 34 00:01:45,520 --> 00:01:46,720 Actually, another sign if you want. 35 00:01:47,200 --> 00:01:51,280 At Paris Blanche week, there was a massive golden bull statue. 36 00:01:53,200 --> 00:01:55,240 I'll, I'll send it to you after it reminds you of that one. 37 00:01:55,240 --> 00:01:58,840 It's a big one. I'll send you it after the show 38 00:01:58,840 --> 00:02:00,760 was nice anyways. All right, listen, y'all, the 39 00:02:00,760 --> 00:02:03,080 other show I made today, today market report. 40 00:02:03,080 --> 00:02:04,560 Let's let's do a little weekend recap. 41 00:02:04,880 --> 00:02:07,800 We weren't on on Friday. Market moved pretty well. 42 00:02:07,840 --> 00:02:10,199 I saw the goth candle Bitcoin. I woke up this morning. 43 00:02:10,400 --> 00:02:13,320 Just for the record, again, ever since I've been Europe, markets 44 00:02:13,320 --> 00:02:16,880 have been up only on euro mornings and they tend to dump 45 00:02:16,880 --> 00:02:18,760 as soon, as, you know, Americans wake up. 46 00:02:18,760 --> 00:02:22,040 So I do want to say that things have reversed here. 47 00:02:22,520 --> 00:02:25,000 The tables have turned quite a little bit. 48 00:02:25,040 --> 00:02:27,160 So I'm here to witness it. I woke up this morning, Bitcoin 49 00:02:27,160 --> 00:02:31,600 was 88 K, Farcon was $950 million, OK, and we'll do 50 00:02:31,600 --> 00:02:33,600 Tyler's top 100. I think we have a lot to talk 51 00:02:33,600 --> 00:02:34,840 about. Definitely some conversations 52 00:02:34,840 --> 00:02:36,480 here about Zora, etcetera this morning. 53 00:02:37,240 --> 00:02:41,920 And then last but not least, we're going to do Yeats, like we 54 00:02:41,920 --> 00:02:43,680 said, we do five days a week now. 55 00:02:43,680 --> 00:02:45,440 So giveaways are five days a week. 56 00:02:45,440 --> 00:02:49,360 So we'll do a yeet giveaway. Let's see what we played today. 57 00:02:49,360 --> 00:02:51,800 We'll we'll pick a game and and and 1 lucky person will win 58 00:02:51,840 --> 00:02:55,320 minimum $500.00 for coming on. And the show is powered by 59 00:02:55,320 --> 00:02:57,000 wallet Connect. Wallet Connect is connectivity 60 00:02:57,000 --> 00:02:59,160 network shaping the future of on chain UX. 61 00:02:59,160 --> 00:03:01,440 If you've connected to Web 3 app, you've seen wallet connect. 62 00:03:01,440 --> 00:03:04,520 That blue logo, it's everywhere. And icon of trust in crypto is 63 00:03:04,520 --> 00:03:08,280 recognizable as Visa A checkout what to learn more follow Wallet 64 00:03:08,280 --> 00:03:12,440 Connect on X and Telegram to stay ahead ahead of Wessex. 65 00:03:12,440 --> 00:03:15,200 Anyways, Mando, we need to talk about this market. 66 00:03:15,200 --> 00:03:22,920 There's a lot going on. Who is the man Macro daddy of 67 00:03:22,920 --> 00:03:27,760 the land Mando? Can you dig it? 68 00:03:28,960 --> 00:03:32,760 GM, everyone. So really it's kind of a 69 00:03:32,760 --> 00:03:35,920 continuation of the same trend that we've seen. 70 00:03:37,600 --> 00:03:39,680 If you thought gold was looking stretched, it's not. 71 00:03:39,680 --> 00:03:43,240 It's powered on again, the dollar's weaker, gold is 72 00:03:43,240 --> 00:03:45,960 stronger. Bitcoin kind of spent the 73 00:03:45,960 --> 00:03:50,280 morning following gold, which was a very good sign because 74 00:03:50,640 --> 00:03:54,360 often it's being derailed by by stocks. 75 00:03:54,840 --> 00:03:57,800 And then, well, at least altcoins took a little bit of a 76 00:03:57,800 --> 00:03:59,520 dump. I think as we've gone, as we've 77 00:03:59,520 --> 00:04:03,520 gone live, just because of the fight currently between Trump 78 00:04:03,520 --> 00:04:06,240 and and power, which is kind of continuing and also just 79 00:04:06,440 --> 00:04:09,200 generally that it doesn't feel like any of the trade deals are, 80 00:04:09,760 --> 00:04:14,560 are closed. So yeah, I, I, it's going to be 81 00:04:14,560 --> 00:04:16,600 another one of those weeks. Let's see if Bitcoin dominance 82 00:04:16,600 --> 00:04:24,560 looks up only again. And I think it will like 64.2 83 00:04:24,640 --> 00:04:26,080 now for. Wow, Yeah, wow. 84 00:04:26,080 --> 00:04:32,200 Pretty well. And. 85 00:04:33,920 --> 00:04:38,920 Wow, Manda, look at this chart. Yeah, don't. 86 00:04:39,320 --> 00:04:41,680 That is just a. Let's see, hold on. 87 00:04:41,680 --> 00:04:44,840 It's been up only since like let's say here. 88 00:04:46,520 --> 00:04:53,960 So this is like how many days? This is a 868 days because 89 00:04:53,960 --> 00:04:59,680 that's a weekly chart guys. 868 days of up only for BTCD. 90 00:05:02,800 --> 00:05:04,600 Wow, I don't. Think it's stopping. 91 00:05:05,640 --> 00:05:12,720 So yeah, as as I've said for the last few a long time now feels 92 00:05:12,720 --> 00:05:17,760 as though that is a it's, it's more related to gold than it is 93 00:05:17,760 --> 00:05:21,160 to stocks and and stocks going lower seems to hammer altcoins 94 00:05:21,160 --> 00:05:24,840 more than anything else. So yeah, we're kind of back in 95 00:05:24,840 --> 00:05:29,720 this market again. I I don't really know what to 96 00:05:29,720 --> 00:05:33,680 make of like we had an OK weekend for some some of the L 97 00:05:33,680 --> 00:05:35,840 ones. Solana back up to 138 was a good 98 00:05:35,840 --> 00:05:40,080 sign. And so we had a bit of a run. 99 00:05:40,600 --> 00:05:43,960 You know, they've been OK, but Bitcoin just continues to kind 100 00:05:43,960 --> 00:05:46,200 of outperform, I would say. Everything. 101 00:05:47,440 --> 00:05:51,800 And then it was like, yeah, occasional meme coins. 102 00:05:53,240 --> 00:05:56,600 I would say the big exceptions to that hype, Hyper Liquid seems 103 00:05:56,840 --> 00:06:00,280 to to to be outperforming Bitcoin here as an L1. 104 00:06:02,320 --> 00:06:07,960 We've seen Tau interestingly come back quite a lot Tao as a 105 00:06:07,960 --> 00:06:11,840 narrative that had a a very strong weekend. 106 00:06:12,600 --> 00:06:16,080 I think there was a Barry Silbert went and spoke with Rao 107 00:06:16,440 --> 00:06:20,440 Rao Powell about it and and people got a bit more bullish on 108 00:06:20,440 --> 00:06:23,600 that one. You've had fartcoin kind of 109 00:06:23,600 --> 00:06:27,720 return back to fartcoin is a super volatile like my my 110 00:06:27,720 --> 00:06:30,280 general sense of fartcoin is you buy it on bad days, not good 111 00:06:30,280 --> 00:06:33,960 days because the Wicks sometimes because there's a lot of 112 00:06:33,960 --> 00:06:35,520 leverage still in still in that one. 113 00:06:35,520 --> 00:06:39,080 Like when it goes down, it goes really down and everyone says 114 00:06:39,080 --> 00:06:43,720 it's going to go to like 200. And then when everyone says it's 115 00:06:43,720 --> 00:06:46,920 about to break 1 billion, that's the moment we are we meant to 116 00:06:46,920 --> 00:06:48,160 sell it. Yeah. 117 00:06:50,760 --> 00:06:53,440 So I don't know, maybe maybe it's just the moment that it 118 00:06:53,560 --> 00:06:57,560 that it bounces through again, but I think you can kind of just 119 00:06:57,560 --> 00:07:00,840 trade sentiment on FARC coin pretty well here and make a buck 120 00:07:00,840 --> 00:07:02,680 off the volatility. It's kind of wild. 121 00:07:06,040 --> 00:07:09,720 I don't I mean as the market really shifted that might was a 122 00:07:09,720 --> 00:07:13,600 whole day really on Friday. It kind of feels like the same 123 00:07:13,600 --> 00:07:17,960 stuff today. It just feels like stocks don't 124 00:07:18,360 --> 00:07:20,760 don't feel that good. Gold feels good, dollar feels 125 00:07:20,760 --> 00:07:26,280 bad and bitcoins still unsure if it's gold or or or tech stocks. 126 00:07:27,600 --> 00:07:29,920 It feels disturbingly quiet out there. 127 00:07:30,240 --> 00:07:36,000 I don't know if you saw the post by Ace Base 16Z over the weekend 128 00:07:36,000 --> 00:07:37,080 but like. No. 129 00:07:37,320 --> 00:07:39,840 Which one? Coins that are that are leading 130 00:07:39,840 --> 00:07:45,400 on the on the volume charts here like it's quiet. 131 00:07:45,680 --> 00:07:49,160 It is definitely quiet in certain spots of the market. 132 00:07:51,440 --> 00:07:54,920 I'm looking for this. It tweets a lot man. 133 00:07:55,160 --> 00:07:58,800 I know right what a machine keep going keep. 134 00:07:59,160 --> 00:08:00,640 Going. No, keep going, Keep going. 135 00:08:00,640 --> 00:08:03,920 This this is a bit eerie I would admit. 136 00:08:03,920 --> 00:08:06,680 Like look at the top coins being traded here. 137 00:08:08,080 --> 00:08:12,040 Vauxhall was not OK. Not yeah, yeah, yeah. 138 00:08:12,040 --> 00:08:15,600 So Vauxhall was an exploit where bit get got exploit for $100 139 00:08:15,600 --> 00:08:19,080 million, Yeah. But then some of these other 140 00:08:19,080 --> 00:08:28,120 coins like GMTGMT is Stefan. To be clear, GMT is Stefan Coin. 141 00:08:31,080 --> 00:08:34,559 Yes, the people token is still doing $374,000,000 and that 142 00:08:34,559 --> 00:08:36,120 might be the exploits as well though. 143 00:08:36,679 --> 00:08:38,039 You think it was this was all the exploit? 144 00:08:38,280 --> 00:08:41,480 So the X, yeah, because so I'll pull up the thread right now so 145 00:08:41,480 --> 00:08:43,720 we can talk about it, but there was $100 million exploit bit yet 146 00:08:43,720 --> 00:08:47,400 they also use Jelly Jelly. So hold on, let me see. 147 00:08:47,680 --> 00:08:49,560 Man, this things are taken at half the market. 148 00:08:50,360 --> 00:08:54,280 Yeah, hold on. Let me find it for you. 149 00:08:54,280 --> 00:08:56,720 I have a feeling. I mean, you're the the thing. 150 00:08:56,720 --> 00:08:58,240 You're right about the sentiment, by the way. 151 00:08:58,240 --> 00:09:04,240 I'm just saying I was a voxel heist that trained bit get I 152 00:09:04,240 --> 00:09:08,640 see. Well, the trading bot kept the 153 00:09:08,680 --> 00:09:10,880 market maker kept pumping at like 10%. 154 00:09:11,160 --> 00:09:12,720 Yeah, we were. Just like trading this. 155 00:09:12,760 --> 00:09:20,360 Range like that, Yeah wow, don't hate the player. 156 00:09:22,400 --> 00:09:24,600 I saw something about Jelly Jelly, but maybe it was just 157 00:09:24,600 --> 00:09:26,280 voxel. So yeah, you're right, Mendo. 158 00:09:26,280 --> 00:09:30,320 It is eerie. Oh yeah. 159 00:09:30,680 --> 00:09:33,520 But you can feel it. You can just feel the only 160 00:09:33,520 --> 00:09:36,280 people tweeting are like, it's just the same crew again. 161 00:09:37,480 --> 00:09:38,840 I did that tweet on Friday. Where? 162 00:09:38,840 --> 00:09:39,960 It was. I know I liked it. 163 00:09:40,320 --> 00:09:45,040 Just us, man, Us again. We're waiting for the next old 164 00:09:45,040 --> 00:09:49,520 coin season, guys. It feels like a 2023 like bear. 165 00:09:50,000 --> 00:09:54,680 Bear market lows to a degree, maybe because, I mean, everyone 166 00:09:54,680 --> 00:09:56,880 just kept talking about how tired they were in the end of 167 00:09:56,880 --> 00:09:58,080 2024. Q. 168 00:09:58,080 --> 00:09:59,480 One we didn't have. Fun. 169 00:09:59,880 --> 00:10:04,600 Maybe people are just finally taking those, those breaks that 170 00:10:04,600 --> 00:10:06,160 they need. And granted, there's not a whole 171 00:10:06,160 --> 00:10:10,280 lot of news, there's not a whole lot to to trade on a day-to-day 172 00:10:10,280 --> 00:10:13,800 basis right now. Even though we're still like, I 173 00:10:13,800 --> 00:10:16,920 don't know, this is still 10X more active than it was in 2023. 174 00:10:16,920 --> 00:10:19,040 Because I remember I was writing featured newsletters. 175 00:10:19,400 --> 00:10:21,800 There was days where I couldn't find a single story. 176 00:10:22,240 --> 00:10:23,840 Dude, there was nothing. We hosted the show. 177 00:10:24,480 --> 00:10:25,960 We had nothing to fucking talk about. 178 00:10:26,520 --> 00:10:32,320 Yeah, and we're still doing like one big tge per week like that. 179 00:10:32,320 --> 00:10:34,400 There's still quite a bit more than that. 180 00:10:34,400 --> 00:10:37,000 But yeah, I mean, I can't argue with man though it it feels like 181 00:10:37,280 --> 00:10:38,640 on CT it feels like a ghost time. 182 00:10:39,280 --> 00:10:42,960 Well, if anything, I'm super bullish on that class of 2021. 183 00:10:42,960 --> 00:10:45,240 A lot of people made fun of because like we're some of the 184 00:10:45,240 --> 00:10:46,640 only people that are active right now. 185 00:10:47,400 --> 00:10:50,240 We were talking with the boys chat this weekend saying like, I 186 00:10:50,240 --> 00:10:52,080 think the people who were complaining about the cycle not 187 00:10:52,080 --> 00:10:54,920 being fun or kind of coping or did partake because like I'm 188 00:10:54,920 --> 00:10:57,040 recalling some of my losses and some dumb shit. 189 00:10:57,040 --> 00:11:00,920 I did this cycle and and then had some fun. 190 00:11:00,920 --> 00:11:05,760 Man, even the mistakes I made were hilarious, like not selling 191 00:11:05,760 --> 00:11:10,680 pups at a billion dollars. But but you know, it's I think 192 00:11:10,680 --> 00:11:12,080 it it. We had a lot of fun. 193 00:11:12,080 --> 00:11:14,680 But I want to ask you say something on the market because 194 00:11:14,720 --> 00:11:17,080 I know we have a lot of topics to cover and we started a little 195 00:11:17,080 --> 00:11:18,440 late. So I don't want to also go too. 196 00:11:19,880 --> 00:11:21,120 I don't want to go over time too much. 197 00:11:21,120 --> 00:11:24,480 But Nachi's back, Mando Nachi's back. 198 00:11:24,480 --> 00:11:31,560 The big trader on CT. He took a long break and he says 199 00:11:31,560 --> 00:11:33,840 Jam D Jens, I'm back after taking a long break to spend 200 00:11:33,840 --> 00:11:36,000 time with the family while markets was in super hard mode. 201 00:11:36,320 --> 00:11:38,520 Market bottomed after Trump announced 90 day pause on 202 00:11:38,520 --> 00:11:40,120 tariffs. Thought Trump was already taking 203 00:11:40,120 --> 00:11:43,440 the hardest stance so long. It's a Bitcoin under 80 and 204 00:11:43,440 --> 00:11:46,360 still at 1:10, which by the way, ended up going to $97.00. 205 00:11:47,040 --> 00:11:51,760 So he's talking about how his base case is summer is for money 206 00:11:51,760 --> 00:11:53,280 printing, not for touching grass. 207 00:11:53,280 --> 00:11:56,360 I believe April to August is the most bullish period of 2025 as 208 00:11:56,360 --> 00:11:58,840 market turns from Max Barry sentiment events to Trump 209 00:11:58,840 --> 00:12:01,280 scaling back some tariffs, allowing the Fed to cut rates 210 00:12:01,280 --> 00:12:03,440 and ease liquidity with other CBS. 211 00:12:04,760 --> 00:12:07,280 Yesterday night I wrote something wrong These lines 212 00:12:07,280 --> 00:12:10,480 Mendo where I was like, I felt like we kind of bottomed, but 213 00:12:10,480 --> 00:12:12,920 now we're in this weird range for like negative news. 214 00:12:13,680 --> 00:12:16,240 We're like eating it a bit and positive headlines would 215 00:12:16,240 --> 00:12:17,880 actually probably send us much higher. 216 00:12:18,320 --> 00:12:21,200 How do you feel about that sentiment that like summer 25 217 00:12:21,200 --> 00:12:24,120 could be more of a kind of like a summer 21 moment for the 218 00:12:24,120 --> 00:12:32,160 markets? Maybe I'm unsure about it. 219 00:12:32,840 --> 00:12:35,400 As I've said before, I'm unsure about all coins here. 220 00:12:36,200 --> 00:12:37,840 I think Bitcoin dominance can keep on going higher. 221 00:12:38,120 --> 00:12:41,200 I, I agree with his post about positioning. 222 00:12:41,560 --> 00:12:44,640 That's the, the most bullish thing about general macro right 223 00:12:44,640 --> 00:12:46,560 now is how bearish positioning is. 224 00:12:46,560 --> 00:12:49,600 So maybe it's just like one tweet and we've seen with Trump 225 00:12:49,600 --> 00:12:56,320 that can happen very quickly. But I, I don't, I just, I just 226 00:12:56,320 --> 00:13:02,000 see a different narrative. Like I just don't see the people 227 00:13:02,000 --> 00:13:05,200 coming back so quickly to survive some of these 228 00:13:05,280 --> 00:13:06,760 narratives. Again, I don't. 229 00:13:06,760 --> 00:13:12,040 I just feel some of those feel a bit like fool me once for 230 00:13:12,040 --> 00:13:15,520 people, I think Bitcoin can go a little higher, but I actually 231 00:13:15,560 --> 00:13:17,360 just think it can go a lot higher by itself. 232 00:13:17,800 --> 00:13:21,640 But that's just my gut. While we're back at 88 K right 233 00:13:21,640 --> 00:13:23,680 now, actually, we're pumping right now, boys. 234 00:13:24,240 --> 00:13:27,240 Risk adjusted, I think it will be it will be most things. 235 00:13:28,080 --> 00:13:30,720 OK, What do you think, Tyler? I, I think this is kind of the 236 00:13:30,720 --> 00:13:32,360 similar sentiment you've been voicing. 237 00:13:32,360 --> 00:13:33,520 Yeah. I want this to happen. 238 00:13:34,400 --> 00:13:37,280 We'll we'll listen to existence. I think there's two scenarios. 239 00:13:37,280 --> 00:13:40,800 I think the the bull case for what he laid out is that we are 240 00:13:40,800 --> 00:13:43,800 in Max uncertainty right now and the economy is actually in 241 00:13:43,800 --> 00:13:48,720 decent shape and any positive news on tariffs, global macro 242 00:13:48,720 --> 00:13:53,120 trade war, perhaps Russia, Ukraine are things that ease 243 00:13:53,120 --> 00:13:53,520 this. Up. 244 00:13:54,520 --> 00:13:58,680 To rebound, I think the counter is if small businesses start 245 00:13:58,680 --> 00:14:02,920 closing across the US because cost of goods is too expensive 246 00:14:02,920 --> 00:14:08,320 now and everyone moves to cash, they're afraid that boomers are 247 00:14:08,320 --> 00:14:11,240 selling their four O 1 KS to cash, that type of thing. 248 00:14:11,240 --> 00:14:18,720 So I I'm still leaning the IT feels like 66% bowl case, 33% 249 00:14:18,720 --> 00:14:22,360 bear case. Maybe we'll see, but I'm hoping 250 00:14:22,360 --> 00:14:26,480 he is he is correct here. Yeah, I, I, I see it. 251 00:14:26,520 --> 00:14:28,120 I mean, we've been talking about this forever, by the way, the 252 00:14:28,120 --> 00:14:29,920 market's really pumping pretty well right now. 253 00:14:29,920 --> 00:14:33,160 I don't know what see that 30 minutes fake out Tyler 25 on the 254 00:14:33,160 --> 00:14:35,440 dock, pretty much. It's always the same fucking 255 00:14:35,440 --> 00:14:37,000 thing, man. The other thing I want to talk 256 00:14:37,000 --> 00:14:41,120 to you guys about is this constant war that seems to be 257 00:14:41,120 --> 00:14:44,280 happening at the moment between Powell and well, it's mostly 258 00:14:44,280 --> 00:14:46,480 Donald Trump. I don't think Powell, Powell 259 00:14:46,480 --> 00:14:51,840 since don't give a fuck. So Mando like, you know, Trump 260 00:14:51,840 --> 00:14:57,280 saying calling him Mr. too late. Trump on truth social accuses 261 00:14:57,280 --> 00:14:59,480 Powell of being too late and cutting rates except to help 262 00:14:59,480 --> 00:15:00,960 Biden and Harris in the election. 263 00:15:02,560 --> 00:15:04,840 I think he hit something a loser. 264 00:15:04,840 --> 00:15:08,560 I don't know if that was fake or not, but he's constantly calling 265 00:15:08,560 --> 00:15:11,440 for a replacement. How does that make you feel in 266 00:15:11,440 --> 00:15:14,200 general? Isn't Powell quite a bias? 267 00:15:14,240 --> 00:15:17,600 I I don't have the as much understanding on his background 268 00:15:17,600 --> 00:15:22,960 as you may have. Yeah, So I don't agree with 269 00:15:22,960 --> 00:15:25,880 Trump here. Yeah, in many ways, like there 270 00:15:25,880 --> 00:15:34,320 is a division on purpose between the central bank and the the 271 00:15:34,320 --> 00:15:36,560 government. They are meant to not be 272 00:15:36,560 --> 00:15:38,960 political. Like The thing is, what Trump 273 00:15:38,960 --> 00:15:42,320 has done is potentially going to massively increase inflation, 274 00:15:42,480 --> 00:15:43,120 so. Right. 275 00:15:43,920 --> 00:15:46,160 How can't do what he needs to do. 276 00:15:46,760 --> 00:15:49,880 It's like he's caught. Trump is basically thrown in all 277 00:15:49,880 --> 00:15:52,920 these tariffs and then say, hey, power, you got to cut rates. 278 00:15:53,440 --> 00:15:57,200 Like he can't do that. If you're going to increase the 279 00:15:57,200 --> 00:15:59,880 prices of everything, that's like one of the main tools to 280 00:15:59,880 --> 00:16:06,040 not do that. So I don't think this is going 281 00:16:06,040 --> 00:16:10,440 to be a solution basically. I also think it's just like 282 00:16:10,440 --> 00:16:13,240 slight overreach in terms of power. 283 00:16:13,240 --> 00:16:15,000 You don't normally see this from a president. 284 00:16:15,000 --> 00:16:17,560 He did it kind of last one last time as well. 285 00:16:17,560 --> 00:16:22,240 But generally you don't see it, at least not from like developed 286 00:16:24,080 --> 00:16:27,480 nations. But I think part of this is also 287 00:16:27,480 --> 00:16:30,040 like a deep, maybe it goes longer than that. 288 00:16:30,040 --> 00:16:32,120 I think there's also like just the hatred of the Federal 289 00:16:32,120 --> 00:16:35,040 Reserve at the moment in the US. Like I think there's a lot of 290 00:16:35,040 --> 00:16:37,440 questions about it from a long term perspective. 291 00:16:38,120 --> 00:16:40,320 Is there a reason why? Is there a reason for that? 292 00:16:40,360 --> 00:16:41,800 Like what's the background of that? 293 00:16:41,800 --> 00:16:43,760 Because he actually, it's, it's real. 294 00:16:43,760 --> 00:16:46,720 He actually called him a major loser just now. 295 00:16:46,720 --> 00:16:49,760 Like he said Mr. Tule a major loser. 296 00:16:49,960 --> 00:16:52,040 Like he literally called Powell a major loser. 297 00:16:52,040 --> 00:16:53,520 He's right there in his true social post. 298 00:16:54,080 --> 00:16:55,920 What's the background of this hatred? 299 00:16:57,560 --> 00:17:01,600 We want him to cut rates and, and, but, but Powell can't do 300 00:17:01,600 --> 00:17:05,040 that with with inflation. I mean, I think if inflation 301 00:17:05,040 --> 00:17:10,240 expectations in the bond market are really high right now, now 302 00:17:10,240 --> 00:17:12,200 that maybe, maybe that won't come to fruition. 303 00:17:12,200 --> 00:17:17,200 But it's, it's, it's very difficult for Powell to act on 304 00:17:17,200 --> 00:17:22,839 that in this world. So I think Trump's got it wrong 305 00:17:22,839 --> 00:17:24,800 with who to blame on this. He's just trying to find someone 306 00:17:24,800 --> 00:17:25,160 to blame. I. 307 00:17:26,560 --> 00:17:30,200 Think well for background. Trump appointed him in 2018. 308 00:17:31,240 --> 00:17:31,760 Right. Yeah. 309 00:17:32,000 --> 00:17:35,040 Oh, he did see that. People like they already like 310 00:17:35,040 --> 00:17:38,520 moving past that, which is makes this situation even more. 311 00:17:39,400 --> 00:17:42,760 But he's really adamant about about him not being good wanted 312 00:17:42,760 --> 00:17:44,440 to replace him. I mean call him a fucking I'm 313 00:17:44,440 --> 00:17:46,280 sorry for not fucking become a major loser right now. 314 00:17:46,400 --> 00:17:48,360 Like this is not just I. Mean, I think most people would 315 00:17:48,360 --> 00:17:50,280 say objectively Powell has been pretty good. 316 00:17:50,840 --> 00:17:52,200 That's that was my read on Powell. 317 00:17:52,200 --> 00:17:56,440 I'm only in the I only. Yeah, I would act what? 318 00:17:56,600 --> 00:17:58,680 Tyler said. So like one of the only Fed 319 00:17:58,680 --> 00:18:02,000 chairs to actually engineer a soft landing ever? 320 00:18:02,720 --> 00:18:07,240 Ever now there's could be fudge data or whatever, but like 321 00:18:07,240 --> 00:18:10,480 people would say, you know that that was done pretty well in the 322 00:18:10,480 --> 00:18:15,920 end, people said he moved too late that that may be true, but 323 00:18:15,920 --> 00:18:17,440 he. Hasn't he didn't have late, 324 00:18:17,480 --> 00:18:19,640 yeah. Caused a recession. 325 00:18:21,440 --> 00:18:25,640 So I don't think the the market's perception of power is 326 00:18:25,640 --> 00:18:28,120 actually that bad. And I don't think it is. 327 00:18:28,640 --> 00:18:31,080 I think they, the market recognizes that Trump's got 328 00:18:31,080 --> 00:18:33,760 himself into this. You can see it. 329 00:18:34,800 --> 00:18:37,280 So yeah, I. Don't, I don't think that's, I 330 00:18:37,480 --> 00:18:40,920 don't think it's that. OK, that's I was just curious 331 00:18:40,920 --> 00:18:42,480 for the people who made the unknown because we hear a lot of 332 00:18:42,480 --> 00:18:45,120 chat about Trump Powell. But my understanding hosting 333 00:18:45,120 --> 00:18:48,680 this show for three years plus with you and Ovi and then Tyler 334 00:18:49,080 --> 00:18:52,200 was that Powell was actually good at his job, except that he 335 00:18:52,200 --> 00:18:54,840 was late a little bit on the rate cutting, but you could say 336 00:18:54,840 --> 00:18:56,600 yes or no. So what the fuck do I know? 337 00:18:56,600 --> 00:19:00,360 But I'm just saying like my understanding was that he was he 338 00:19:00,360 --> 00:19:03,120 was OK at his job. Powell Powell could be terrible 339 00:19:03,120 --> 00:19:06,640 at his job and, and, and you still couldn't do anything right 340 00:19:06,640 --> 00:19:07,400 now. Right. 341 00:19:07,400 --> 00:19:11,200 Yeah. You can't, it's like every Fed 342 00:19:11,200 --> 00:19:14,000 chair would be like, OK, well, I can't cut rates if you're going 343 00:19:14,000 --> 00:19:17,200 to increase the prices and everything by, by this much. 344 00:19:17,400 --> 00:19:23,600 So I it's not a case of power being good about his job. 345 00:19:24,240 --> 00:19:28,440 It's a direct result of Trump's policies that that he can't cut 346 00:19:28,440 --> 00:19:30,160 rates. Totally. 347 00:19:31,800 --> 00:19:34,560 Whereas I think in the past maybe it wasn't, it was less to 348 00:19:34,560 --> 00:19:37,240 do with that. This time I'm gonna do much. 349 00:19:37,960 --> 00:19:40,600 Perfect, love to see that. Anyways, market's going up. 350 00:19:40,720 --> 00:19:44,240 So looks like the the market already shook up the I mean, we 351 00:19:44,240 --> 00:19:45,880 just got to break that 80 to 82, right? 352 00:19:45,880 --> 00:19:48,640 Like it looks like we just got that perfect set up and and 353 00:19:48,640 --> 00:19:52,320 we'll get there anyways quickly before we get to Tyler's top 354 00:19:52,320 --> 00:19:54,360 100. Today's raffle bought code is 355 00:19:54,360 --> 00:19:57,560 Trump. There you go, TRUMP, Trump is 356 00:19:57,560 --> 00:20:00,400 the code today. So Raffle bought that XYZ five 357 00:20:00,400 --> 00:20:04,600 days a week we give money away. We gave away $4700 last week, by 358 00:20:04,600 --> 00:20:06,800 the way, Mindo, that was the final count. 359 00:20:06,800 --> 00:20:09,080 I checked the the spreadsheet and that was week 1 of this 360 00:20:09,240 --> 00:20:12,240 partnership with Yeet. So yeet.com sign up using the 361 00:20:12,240 --> 00:20:14,640 FOMO, our affiliate. So you have to use our affiliate 362 00:20:14,640 --> 00:20:17,160 and then go to raffle bought dot XYZ everything self-explanatory 363 00:20:17,520 --> 00:20:21,480 and and use the code trump for a chance to come up today and win 364 00:20:21,480 --> 00:20:23,680 minimum $500.00. So that's awesome. 365 00:20:23,680 --> 00:20:25,880 Anyways, Tyler, I think we got a lot to talk about today. 366 00:20:25,880 --> 00:20:30,840 So let's get to that NFT and crypto analysis. 367 00:20:39,840 --> 00:20:43,600 Folks, crypto majors are bright green this morning led by 368 00:20:43,600 --> 00:20:49,560 Bitcoin up 4 1/2 percent, 88,420 right now, a number we haven't 369 00:20:49,560 --> 00:20:52,200 seen in quite some time. ETH up 4 percent 1640. 370 00:20:52,200 --> 00:20:58,120 Solana at 1:40 here as well. STX, MANA and Ena LED all they 371 00:20:58,120 --> 00:21:01,040 are up 7 to 14%. The Seoul ETH ratio hit a new 372 00:21:01,040 --> 00:21:04,520 all time high again last night at point O87. 373 00:21:05,160 --> 00:21:07,560 Seoul continues to gain against ETH. 374 00:21:07,760 --> 00:21:12,200 This morning we saw gold hit a new all time high over 30 / 3420 375 00:21:12,200 --> 00:21:15,400 dollars per oz. That's now 22.8 trillion in 376 00:21:15,400 --> 00:21:18,560 market cap over 8X the entire crypto market. 377 00:21:18,560 --> 00:21:21,680 That is as the US dollar continues to go lower in other 378 00:21:21,680 --> 00:21:24,480 crypto headlines vibe, its CEO share that 2/3 of the funds from 379 00:21:24,480 --> 00:21:29,120 their $1.4 billion Lazarus hack are still traceable with 28% now 380 00:21:29,120 --> 00:21:31,600 gone. Dark Circle shared plans to 381 00:21:31,600 --> 00:21:35,800 launch its own USDC powered remittance network to rival Visa 382 00:21:35,800 --> 00:21:38,120 and MasterCard as their latest product. 383 00:21:38,120 --> 00:21:42,160 So that was a big one Metaplanet at 330 Bitcoin over the week and 384 00:21:42,160 --> 00:21:45,360 they're now over $400 million. This just in this morning, we 385 00:21:45,360 --> 00:21:47,760 got the news out of Michael Saylor and MicroStrategy. 386 00:21:48,000 --> 00:21:52,800 They bought another $555 million of Bitcoin in the past week. 387 00:21:52,840 --> 00:21:54,600 So they continue to add in huge size. 388 00:21:54,720 --> 00:21:58,040 We saw Vitalik publish A blog he's proposing replacing 389 00:21:58,040 --> 00:22:04,480 Ethereum's EVM with RISCV to boost efficiency and scale 0 390 00:22:04,480 --> 00:22:07,240 knowledge proves and basically simplify the overall code base. 391 00:22:07,240 --> 00:22:09,200 That's a big potential change on the horizon. 392 00:22:09,200 --> 00:22:12,200 And then crypto casinos, big headline here. 393 00:22:12,200 --> 00:22:15,480 Big number brought in over $80 billion in gross gaming revenue 394 00:22:15,840 --> 00:22:18,920 in 2024. So the casinos are heating up. 395 00:22:19,160 --> 00:22:22,520 In token AirDrop and protocol news, Zora, this was the big 396 00:22:22,520 --> 00:22:25,520 headline of the day yesterday they announced their TGE and 397 00:22:25,520 --> 00:22:28,880 AirDrop that is coming on Wednesday, April 23rd. 398 00:22:29,120 --> 00:22:32,840 The activity snapshots now are complete as of April 20th. 399 00:22:33,240 --> 00:22:36,400 Magic Magic Eden launched Season 2 of its rewards program. 400 00:22:36,640 --> 00:22:39,240 Key actions include sticking in tokens, trading in at Tees, 401 00:22:39,240 --> 00:22:42,640 coins, rooms and ordinals. Open C also tease changes to 402 00:22:42,640 --> 00:22:44,320 their rewards program coming soon. 403 00:22:44,480 --> 00:22:47,760 We don't have the details yet. Mega ETH debuted their Crossy 404 00:22:47,760 --> 00:22:50,800 Fluffle game is what they're calling the first real time on 405 00:22:50,800 --> 00:22:54,040 chain game. The direct drinks Big news share 406 00:22:54,040 --> 00:22:57,320 their latest flavor Abstract Apple with abstract points plus 407 00:22:57,320 --> 00:23:02,000 direct drink points for every case purchased in AI memes and 408 00:23:02,000 --> 00:23:07,120 NF TS a bit quiet AI market cap about 5 percent $6.5 billion. 409 00:23:07,120 --> 00:23:09,800 Meme coin leaders were pretty green on the day, most up in 410 00:23:09,800 --> 00:23:14,520 that 5 to 10% range. Luche was a big meme coin winner 411 00:23:14,520 --> 00:23:18,000 overnight after Pope Francis sadly passed away that route. 412 00:23:18,000 --> 00:23:23,320 75% to $16,000,000. Open C announced Solana Token 413 00:23:23,320 --> 00:23:26,560 trading now live on their platform for everyone forgoing 414 00:23:26,560 --> 00:23:29,600 their wait list. And then NFT is a 0 attribute. 415 00:23:29,680 --> 00:23:33,880 Cryptopunk sold for 317 ETH, that's $500,000. 416 00:23:34,160 --> 00:23:37,240 Where the seller get this? The seller made 47 ETH after an 417 00:23:37,240 --> 00:23:41,400 11 month hold and lost $290,000 because of the decrease in the 418 00:23:41,400 --> 00:23:44,080 ETH price. So up and ETH down quite a bit 419 00:23:44,120 --> 00:23:47,240 in USD and that was our roundup. There you go. 420 00:23:47,240 --> 00:23:49,440 Love it. Just just a little word. 421 00:23:49,440 --> 00:23:51,440 You forget the topics. Looks like space has died again, 422 00:23:51,440 --> 00:23:53,520 but it is what it is. I'm not going to I'm not going 423 00:23:53,520 --> 00:23:56,080 to start it again. We're live on on YouTube and 424 00:23:56,080 --> 00:24:03,280 we're live on on on on live. Sorry, on broadcast live. 425 00:24:03,280 --> 00:24:05,120 So got to watch the show on video. 426 00:24:05,320 --> 00:24:06,560 Actually, it's fucking better for you. 427 00:24:06,800 --> 00:24:09,040 Actually, I can't wait for us to kind of dump the whole spaces 428 00:24:09,040 --> 00:24:10,920 take. So I'm going to, I'm actually 429 00:24:10,920 --> 00:24:13,920 going to post a YouTube link for people to follow us there if you 430 00:24:13,920 --> 00:24:16,720 want to check us out and, and retweeted. 431 00:24:16,720 --> 00:24:20,240 So it's, it's going to, it's going to be easier anyways, 432 00:24:20,480 --> 00:24:23,760 Tyler, there's a quite a few things you got going on here. 433 00:24:24,160 --> 00:24:27,560 Which one do you want to start? With maybe we can just quickly 434 00:24:27,560 --> 00:24:30,080 hit the Circle story because it's a big one and then we can 435 00:24:30,080 --> 00:24:32,240 get into more like the token and protocol stuff. 436 00:24:32,920 --> 00:24:35,800 But the news out of Circle here. They are launching this USDC 437 00:24:35,880 --> 00:24:38,920 powered payments network. It will be payments and 438 00:24:38,920 --> 00:24:40,600 remittance platform. They're going to do a launch 439 00:24:40,600 --> 00:24:43,160 event at their New York City headquarters at the One World 440 00:24:43,160 --> 00:24:45,640 Trade Center tomorrow. This product, it's going to 441 00:24:45,640 --> 00:24:47,800 target banks, fintechs and remittance providers. 442 00:24:47,880 --> 00:24:50,960 It's going to leverage USDC for real time global transfers and 443 00:24:51,240 --> 00:24:53,520 then effectively lay the groundwork for them to compete 444 00:24:53,960 --> 00:24:56,720 with traditional networks like MasterCard and Visa. 445 00:24:57,120 --> 00:25:01,600 They are billing it as their next product move as they return 446 00:25:01,600 --> 00:25:03,720 to their original mission of building Internet native 447 00:25:03,840 --> 00:25:07,200 financial infrastructure. So that's the story. 448 00:25:07,200 --> 00:25:09,720 We'll get more details on this tomorrow. 449 00:25:10,080 --> 00:25:13,840 Circle CEO Jeremy Alaire is set to speak at the event. 450 00:25:14,440 --> 00:25:18,000 And perhaps another major new product launch for them ahead of 451 00:25:18,360 --> 00:25:21,480 a potential IPO, which we don't know exactly when that is 452 00:25:21,480 --> 00:25:25,240 coming, but it's still expected soon. 453 00:25:25,680 --> 00:25:28,920 So big news out of Circle. This continues. 454 00:25:29,280 --> 00:25:32,080 And this comes while stable coins continue just to to 455 00:25:32,960 --> 00:25:35,480 increase quite a bit. We talked about a lot on this 456 00:25:35,480 --> 00:25:38,920 show Circle, up to 60 billion in market cap. 457 00:25:38,920 --> 00:25:42,840 They're up 25 billion since the US election November. 458 00:25:43,520 --> 00:25:47,320 So up almost 100% there and looking to continue to grow. 459 00:25:48,080 --> 00:25:50,600 So not a whole lot else to unpack, but I wanted to share 460 00:25:50,600 --> 00:25:52,400 that story. We'll probably have more 461 00:25:52,720 --> 00:25:56,000 tomorrow if you want to go down the risk curve a bit. 462 00:25:56,680 --> 00:26:00,440 Zora was probably the biggest headline of the day yesterday, 463 00:26:00,520 --> 00:26:04,480 So I'm not sure if you saw this. We got the the date for the TGE. 464 00:26:04,480 --> 00:26:07,880 The token is coming on Wednesday, April 23rd. 465 00:26:08,160 --> 00:26:11,040 The tokenomics I believe had been shared previously, but they 466 00:26:11,040 --> 00:26:14,800 of course resurfaced as everyone you know when to dive in and get 467 00:26:14,800 --> 00:26:18,240 the details at a high level, 10 billion tokens, it's going to be 468 00:26:18,240 --> 00:26:21,640 30% circulating at TGE, that's 30, that's three billion. 469 00:26:22,000 --> 00:26:24,680 The AirDrop is going to be 1 billion tokens. 470 00:26:25,160 --> 00:26:27,840 I think some of the pushback has been the team is getting about 471 00:26:27,840 --> 00:26:31,800 65% of the overall tokens, 19% for the team, 20% for the 472 00:26:31,800 --> 00:26:36,000 treasury, 26% for contributors. So people are are lumping those 473 00:26:36,000 --> 00:26:40,080 in to an overall team bucket. I think the kicker in what's 474 00:26:40,240 --> 00:26:44,600 caused a bit of the controversy this morning is they they're 475 00:26:44,600 --> 00:26:46,320 saying the token is for fun only. 476 00:26:47,360 --> 00:26:49,280 So it's not going to have any governance rights. 477 00:26:49,280 --> 00:26:52,320 It's not going to have any any utility. 478 00:26:53,880 --> 00:26:57,640 It will be a a fun token. And I think we we saw based 479 00:26:57,640 --> 00:27:00,520 carbon speaking out. We saw Zack XPT speaking out 480 00:27:00,520 --> 00:27:04,160 about that as well. Of course, Zora has been was the 481 00:27:04,160 --> 00:27:09,640 kind of talk of CT over the last five days, ever since Jesse and 482 00:27:09,720 --> 00:27:14,680 the content coin craze just coin it that debate. 483 00:27:14,760 --> 00:27:17,360 Of course, that took place just a couple of days before the TGE. 484 00:27:17,520 --> 00:27:20,240 So now folks are saying, oh, was this kind of an attention event. 485 00:27:21,720 --> 00:27:26,600 But regardless, everyone's talking about Zora right now. 486 00:27:27,080 --> 00:27:29,120 Now starting to think about the FTV. 487 00:27:29,440 --> 00:27:32,320 So like, where's this thing going to open up? 488 00:27:32,320 --> 00:27:36,320 It's going to get listed by Coinbase, right? 489 00:27:36,560 --> 00:27:39,000 For sure. I mean, I think it was just 490 00:27:39,000 --> 00:27:42,800 announced also on Binance Alpha on top of that. 491 00:27:43,560 --> 00:27:44,960 Yeah. So Binance is going to have it. 492 00:27:46,720 --> 00:27:51,680 Yeah, it would go decently high that first day, I'd probably 493 00:27:51,680 --> 00:27:53,800 guess. So. 494 00:27:53,800 --> 00:27:55,480 It's going to be 30% circulating. 495 00:27:57,280 --> 00:28:03,280 I could see it go over 100 million mark caps of 300 and 400 496 00:28:03,280 --> 00:28:06,320 million FTV, maybe higher than that. 497 00:28:07,120 --> 00:28:12,000 A billion seems high. Curious for those thoughts, but 498 00:28:12,000 --> 00:28:14,080 I mean, or we can talk about this for fun only. 499 00:28:14,440 --> 00:28:16,280 So a lot of people are pushing back on this. 500 00:28:18,440 --> 00:28:19,960 I saw this that kicks BT post here. 501 00:28:19,960 --> 00:28:22,200 Right he goes what does the token need to exist if it all 502 00:28:22,200 --> 00:28:25,920 serves up as your purpose? This type of vapor for a project 503 00:28:25,920 --> 00:28:29,400 that raised $60 million in total A600M valuation is just 504 00:28:29,400 --> 00:28:31,640 embarrassed they raised $60 million already? 505 00:28:32,680 --> 00:28:35,520 Damn, I didn't know that. I mean, they're building a 506 00:28:35,520 --> 00:28:37,120 product and they have delivered it. 507 00:28:37,680 --> 00:28:40,400 So like I'm trying to, it would be easy just to attack. 508 00:28:40,400 --> 00:28:43,080 I'm trying to come at this fairly level headed and 509 00:28:43,080 --> 00:28:46,560 objectively. So this model doesn't seem that 510 00:28:46,560 --> 00:28:50,240 dissimilar from what Pudgy Penguins and Pingu did, right? 511 00:28:50,240 --> 00:28:55,920 Like the Pingu token is a culture coin that launched after 512 00:28:55,920 --> 00:28:57,720 that team. I mean, they'd raised money to 513 00:28:57,720 --> 00:28:59,720 do a few other things. And I think the market was 514 00:28:59,720 --> 00:29:01,840 generally positive on how they launched that. 515 00:29:02,600 --> 00:29:05,040 And now, because I think sentiment is perhaps a bit more 516 00:29:05,040 --> 00:29:08,880 negative against Zora, everyone's kind of flipping the 517 00:29:08,880 --> 00:29:11,680 script and attacking them because of it. 518 00:29:11,800 --> 00:29:14,440 I mean, certainly I think we've seen a push to have more 519 00:29:15,920 --> 00:29:21,960 specific utility for coins. Why do you need to have this? 520 00:29:21,960 --> 00:29:23,880 How's it play into your ecosystem? 521 00:29:24,120 --> 00:29:26,800 How can we value it? I think certainly we've seen a 522 00:29:26,800 --> 00:29:30,360 push for that, but I don't think we're quite there yet. 523 00:29:31,680 --> 00:29:36,320 And I'm not totally surprised to just to see them launch it this 524 00:29:36,320 --> 00:29:39,240 way. I guess it is, is what I'm 525 00:29:39,240 --> 00:29:42,360 saying. But push back to is that he 526 00:29:42,360 --> 00:29:46,880 doesn't like how this very recent pivot kind of changed the 527 00:29:46,880 --> 00:29:49,600 platform from a more artist focused a little bit more about 528 00:29:49,600 --> 00:29:53,520 art to a bit more of let's just call it a meme coin platform. 529 00:29:54,240 --> 00:29:57,480 Effectively, yeah, we saw a lot of justification for that 530 00:29:57,960 --> 00:30:01,920 supposed to be creator first, but it seems like and I'm not 531 00:30:01,920 --> 00:30:05,440 creating any tokens on Zora. But as I understand it, creators 532 00:30:05,440 --> 00:30:08,560 don't have as much control, like creators don't have the choice 533 00:30:08,560 --> 00:30:13,000 not to launch the token now with with their with the content they 534 00:30:13,000 --> 00:30:15,760 choose to mint on Zora or create. 535 00:30:16,760 --> 00:30:19,160 So in some ways careers have a little bit left control. 536 00:30:19,640 --> 00:30:23,920 And he wants to tell Jesse and team they want to tokenize 537 00:30:23,920 --> 00:30:27,520 everything. We certainly understand the 538 00:30:27,520 --> 00:30:29,400 responsibility that comes with that. 539 00:30:29,560 --> 00:30:31,800 And like when you are a big personality, you launch 540 00:30:31,800 --> 00:30:35,480 something, there are a lot of expectations that come along 541 00:30:35,480 --> 00:30:37,560 with that. I think Zach XPT has seen that 542 00:30:38,200 --> 00:30:40,920 personally with he, he ended up launching a piece that had a 543 00:30:40,920 --> 00:30:46,360 token on Zora and several other artists have come out to speak 544 00:30:46,360 --> 00:30:50,400 up about that. Token goes down, people give 545 00:30:50,400 --> 00:30:53,120 death threats like it can get, it can get ugly pretty fast. 546 00:30:53,400 --> 00:30:56,200 So that there's a lot, there's a lot to unpack. 547 00:30:56,960 --> 00:30:58,320 Yeah. The thing? 548 00:31:02,480 --> 00:31:07,800 Yeah. I mean, I, I, I don't know. 549 00:31:08,840 --> 00:31:14,680 I don't know, dude. I mean, if it's, I guess people 550 00:31:14,680 --> 00:31:19,160 are like the 60% team allocation in a way is not like if it's a 551 00:31:19,160 --> 00:31:21,680 utility coin, it's kind of you're better off holding more 552 00:31:21,680 --> 00:31:23,840 of the team than giving it all to people because they're going 553 00:31:23,840 --> 00:31:26,200 to send it to zero and they don't have the best interest at 554 00:31:26,200 --> 00:31:27,480 the heart. Then the team loses a lot of 555 00:31:27,480 --> 00:31:31,480 leverage against exchanges and market makers, etcetera, and 556 00:31:31,480 --> 00:31:34,440 potential partners and growth. So I think the problem is not 557 00:31:34,440 --> 00:31:37,160 the 60% to team. I think what they're saying is 558 00:31:37,160 --> 00:31:41,520 the problem is 60% to team saying that it's a fun token 559 00:31:41,520 --> 00:31:44,360 because if a meme coin, then it should be 100% fair launch. 560 00:31:44,360 --> 00:31:47,600 So Zach does have a point in that sense, like 100% fair 561 00:31:47,600 --> 00:31:51,200 launch, fun token, fuck it, treat it as a meme because it 562 00:31:51,200 --> 00:31:54,160 has no utility. So in that sense, yeah, I get 563 00:31:54,160 --> 00:31:57,880 it. There was also some stuff around 564 00:31:57,880 --> 00:31:59,560 how they already announced the token last year, already 565 00:31:59,560 --> 00:32:02,120 launched something. Then there's all confusion about 566 00:32:02,120 --> 00:32:04,080 how every single post becomes a coin. 567 00:32:04,080 --> 00:32:07,120 I mean, I had some time to think about everything in that clip 568 00:32:07,120 --> 00:32:10,600 that did the rounds of Jesse and Bankless guy was ridiculous by 569 00:32:10,600 --> 00:32:12,720 the way. I mean it's so funny how Hoffman 570 00:32:12,720 --> 00:32:16,280 is just so biased. Like he'll like shit on Alon and 571 00:32:16,280 --> 00:32:20,560 like the fucking intro and then he'll you know, like give Jesse 572 00:32:20,560 --> 00:32:24,640 Polak like a rib job on this show essentially. 573 00:32:24,680 --> 00:32:26,480 I had time to think about all this stuff. 574 00:32:27,720 --> 00:32:31,920 Zora is just a pump fun competitor on base and they're 575 00:32:31,920 --> 00:32:36,720 trying to do mental gymnastics around calling content coins, 576 00:32:36,720 --> 00:32:39,120 but they're meme coins and I don't care. 577 00:32:39,120 --> 00:32:41,440 By the way, I'm not one of those saying oh their content could be 578 00:32:41,440 --> 00:32:46,520 like whatever like but if that's all it is like Jesse Polak only 579 00:32:46,520 --> 00:32:49,480 goal and job is to take attention away from Solana. 580 00:32:50,720 --> 00:32:53,640 And ironically enough, Solana caught a bid this weekend 581 00:32:54,240 --> 00:32:59,280 instead of Ethereum. So the whole thing is kind of, 582 00:32:59,520 --> 00:33:01,760 it was incredible marketing leading to the store of market. 583 00:33:01,760 --> 00:33:03,360 So you got to give the credit what credit is due. 584 00:33:03,800 --> 00:33:07,440 It was incredible marketing. So I got to give them kudos for 585 00:33:07,440 --> 00:33:12,880 that. I guess maybe I have, I just 586 00:33:12,880 --> 00:33:19,040 don't care anymore. Tyler, I, I guess I agree, this 587 00:33:19,040 --> 00:33:22,000 industry needs to get a little serious and the tokens that 588 00:33:22,000 --> 00:33:25,560 we've launched need to start actually having like, look, we 589 00:33:25,560 --> 00:33:28,520 haven't figured out ref share legally yet or equity, but maybe 590 00:33:28,520 --> 00:33:32,440 we will under Trump's America and new administration. 591 00:33:33,920 --> 00:33:36,680 And like Mendo said, altcoins are looking like fucking shit 592 00:33:36,680 --> 00:33:39,320 here because Bitcoin dominance is only going to go up. 593 00:33:39,320 --> 00:33:41,120 And that's not changing. By the way, I agree with Mendo. 594 00:33:41,120 --> 00:33:43,520 Bitcoin dominance is going to 70%. 595 00:33:43,520 --> 00:33:44,960 Ethereum is getting smoked, brother. 596 00:33:45,280 --> 00:33:47,800 There's like 5 coins catching a bit with Bitcoin and that's like 597 00:33:47,800 --> 00:33:50,360 Solana. But Even so, it keeps going to 598 00:33:50,360 --> 00:33:56,320 142 and going back down. BIC was higher sui and hype and 599 00:33:56,320 --> 00:33:58,960 then far coin is the meme coin that catches a bit a lot, but 600 00:33:58,960 --> 00:34:06,720 that's it's an anomaly right? I did they look yeah, Avalanche 601 00:34:06,720 --> 00:34:08,639 like sorry guys, I don't look at everything. 602 00:34:08,639 --> 00:34:11,800 So I'm sure Eli's saying evacs catch a bit good like because 603 00:34:11,800 --> 00:34:17,040 they actually have utility. I think even if the team gets 604 00:34:17,040 --> 00:34:20,239 65% and the token doesn't do well, it's they're going to lose 605 00:34:20,239 --> 00:34:24,040 anyway. So, you know, I can't blame 606 00:34:24,040 --> 00:34:25,320 people for calling it out though. 607 00:34:25,320 --> 00:34:29,000 Like if you call this a fun token and a meme coin, then you 608 00:34:29,000 --> 00:34:31,880 can't hold 70%. You know, like we're, we're 609 00:34:31,880 --> 00:34:34,719 going to, we're working for Marriott on the total utility 610 00:34:34,719 --> 00:34:36,360 thing. It's going to take time and I'm 611 00:34:36,360 --> 00:34:38,600 going to do it right. And we're going to hold some 612 00:34:38,600 --> 00:34:40,120 back because I need the leverage. 613 00:34:40,120 --> 00:34:41,639 But it's not going to be a meme coin. 614 00:34:41,639 --> 00:34:43,520 I'm not going to call it fucking meme coin, right? 615 00:34:43,600 --> 00:34:47,960 Like Wrecked was a meme coin and they did a sell out and then 616 00:34:47,960 --> 00:34:51,400 they put all the AirDrop to community launch on day one. 617 00:34:51,400 --> 00:34:55,960 100% pengu. So I don't know what's your do 618 00:34:55,960 --> 00:34:56,960 you have a strong opinion on this? 619 00:34:56,960 --> 00:34:59,080 I I. Don't have a super strong 620 00:34:59,080 --> 00:35:00,400 opinion. Like I don't want to come across 621 00:35:00,400 --> 00:35:02,840 as like as a tech and a team is trying to build right. 622 00:35:03,480 --> 00:35:06,680 But they do flip flop a lot. I think this was a very 623 00:35:06,680 --> 00:35:08,720 interesting pivot. So like if you look at the data 624 00:35:08,720 --> 00:35:12,640 that their their users spiked. So daily traders, it worked 625 00:35:12,640 --> 00:35:16,040 baseless. They had 300,000 traders on 626 00:35:16,280 --> 00:35:20,480 yesterday in April. So that's up from 35,000. 627 00:35:20,600 --> 00:35:24,120 The daily tokens created are up 3 to 5X as well. 628 00:35:24,120 --> 00:35:28,560 So did this campaign worked? The follow up question is at 629 00:35:28,560 --> 00:35:30,800 what cost? Because Zora was very like 630 00:35:31,080 --> 00:35:34,320 creator heavy, a little bit more art centric, more in the artist 631 00:35:34,320 --> 00:35:36,600 circles and I'm not as deep in those circles. 632 00:35:36,600 --> 00:35:41,120 That's kind of why I haven't played as much over on Zora. 633 00:35:43,280 --> 00:35:46,920 But a couple things to jump out to me is 1 like this comparison 634 00:35:46,920 --> 00:35:49,520 to Instagram posts and TikTok content. 635 00:35:49,720 --> 00:35:52,600 I don't think there's a whole lot of demand to pay for 636 00:35:52,600 --> 00:35:56,880 Instagram posts to to pay to collect them, to pay to collect 637 00:35:56,880 --> 00:35:59,880 the TikTok video. Maybe that's just me, but but 638 00:35:59,880 --> 00:36:02,240 that's not what's going through my head when I'm scrolling my 639 00:36:02,240 --> 00:36:04,360 Instagram feed as man, I wish I could buy this. 640 00:36:06,200 --> 00:36:09,040 And there's this narrative of trying to build that this is a 641 00:36:09,040 --> 00:36:11,920 better way to pay creators. Well, I mean, creators and these 642 00:36:11,920 --> 00:36:15,280 other sites are effectively paid by the views and engagement 643 00:36:15,280 --> 00:36:17,520 they're able to create. And if it's not by the platform, 644 00:36:17,520 --> 00:36:20,560 it's by their brands that will eventually get in contact with 645 00:36:20,560 --> 00:36:23,160 them to to run campaigns. So there are ways to monetize 646 00:36:23,160 --> 00:36:26,080 that on Zora. Is it for a creator to make 647 00:36:26,080 --> 00:36:28,720 money, someone has to lose, right? 648 00:36:28,720 --> 00:36:30,760 So like this is this is the mean coin game. 649 00:36:30,760 --> 00:36:33,640 And I feel like they're trying to to paint it in this brighter 650 00:36:33,640 --> 00:36:35,600 picture that it's not. But it's not. 651 00:36:36,080 --> 00:36:45,040 So if for like when when trump coin goes up, I'm trying to I'm 652 00:36:45,080 --> 00:36:46,400 trying to come up with an example here. 653 00:36:47,200 --> 00:36:49,720 No, the example is that you're giving is when when there's a 654 00:36:49,720 --> 00:36:51,360 runner, right? And there's another runner that 655 00:36:51,360 --> 00:36:54,800 comes out. The runner A dumps for runner B. 656 00:36:55,520 --> 00:36:58,600 Right, exactly. And there's talks about the 657 00:36:58,600 --> 00:37:00,440 creators, they're going to launch a coin, they're going to 658 00:37:00,440 --> 00:37:03,480 take some of those profits and they're going to buy other, 659 00:37:04,240 --> 00:37:07,600 other artist posts on Zora. And that's great in theory, but 660 00:37:07,600 --> 00:37:10,840 what that actually is, is the artist, the creator is, is 661 00:37:10,840 --> 00:37:15,400 dumping their percent of their own tokens onto the market so 662 00:37:15,400 --> 00:37:19,320 that they can do that. So like there is perhaps because 663 00:37:19,320 --> 00:37:22,120 we're still in this PvP model, but it's not just like a win 664 00:37:22,120 --> 00:37:24,240 win. So, so it is win, lose. 665 00:37:24,760 --> 00:37:28,480 And as the the collectors are losing, it's going to shrink the 666 00:37:28,480 --> 00:37:30,360 overall pie unless you're able to get a whole lot more 667 00:37:30,360 --> 00:37:34,200 creators, collectors in the mix. So that's kind of my, my, my 668 00:37:34,200 --> 00:37:36,160 roundabout thoughts. It's more tied to just the 669 00:37:36,160 --> 00:37:38,720 messaging than than the platform itself. 670 00:37:39,280 --> 00:37:42,840 And at the end of the day, it's not just not really quite for me 671 00:37:43,360 --> 00:37:45,560 this. Model I, I don't blame them for 672 00:37:45,560 --> 00:37:47,480 pivoting a lot. So I know I went to the city, 673 00:37:47,480 --> 00:37:49,240 flip flop a lot. It's not flip flop, but they 674 00:37:49,240 --> 00:37:51,840 pivot a lot and at least they're still around. 675 00:37:51,840 --> 00:37:54,560 Like we've seen teams flip flop, pivot and leave. 676 00:37:55,200 --> 00:37:57,640 So you know me, my mantra is like, yo, you stick around, 677 00:37:57,640 --> 00:37:59,040 you're still building and respect it. 678 00:38:02,400 --> 00:38:04,600 I can't blame A-Team for leaving the whole NFT. 679 00:38:04,600 --> 00:38:07,200 Let people say, oh, they were an FT platform, they abandoned 680 00:38:07,200 --> 00:38:10,760 creators, I get it. But like Maker's place, known 681 00:38:10,760 --> 00:38:16,160 origin, close shop, foundation became Rodeo and now it's not 682 00:38:16,160 --> 00:38:17,640 even an Ethan anymore, it's in USDC. 683 00:38:17,640 --> 00:38:19,640 By the way, shout out to Kayvon. He's doing his best. 684 00:38:20,280 --> 00:38:23,880 So like you can't really blame teams guys for pivoting. 685 00:38:24,280 --> 00:38:26,200 We went from media to building prediction market. 686 00:38:27,200 --> 00:38:29,480 It's a tough market y'all. So being a founder in this 687 00:38:29,480 --> 00:38:35,280 industry is really hard, but it's true that it seems like the 688 00:38:35,280 --> 00:38:38,520 ethos there's no maybe they don't have it like it's the 689 00:38:38,520 --> 00:38:40,680 North star is tough, right, because now they're full blown. 690 00:38:40,840 --> 00:38:43,040 I think they're it's a pump funk competitor at this stage. 691 00:38:43,640 --> 00:38:47,360 So and the mental gymnastics around again, back to that clip 692 00:38:47,360 --> 00:38:52,080 with Jesse is tough to make it seem like it's not like, Oh, how 693 00:38:52,080 --> 00:38:53,960 much is Instagram post is worth nothing. 694 00:38:54,360 --> 00:38:56,720 It should be worth nothing, by the way, just a game. 695 00:38:58,200 --> 00:39:00,160 It's starting to sound like the gaming web three thing. 696 00:39:01,040 --> 00:39:03,680 You know, gamers hate Web 3 because they're like, why does 697 00:39:03,680 --> 00:39:06,800 this need a coin? And it's the monetization of 698 00:39:06,800 --> 00:39:08,880 financialization of gaming, which they don't care about 699 00:39:08,880 --> 00:39:11,360 because they love the game. Gamers play for the love of the 700 00:39:11,360 --> 00:39:13,200 game. And the second you add a token, 701 00:39:13,200 --> 00:39:16,600 it just becomes a farming thing that is stupid and has a stupid 702 00:39:16,600 --> 00:39:19,160 valuation. You could argue that this is 703 00:39:19,160 --> 00:39:22,480 like almost the same thing here. Why does it need a token? 704 00:39:22,880 --> 00:39:27,200 Like why does my the picture of my food need to be tokenized? 705 00:39:27,200 --> 00:39:32,920 Maybe, but what does it need? A coin it doesn't you know so I 706 00:39:32,920 --> 00:39:35,920 don't know look the market will speak. 707 00:39:35,920 --> 00:39:38,280 It will and the market will decide. 708 00:39:38,880 --> 00:39:41,080 You vote with your wallet y'all. You don't have to buy this over 709 00:39:41,080 --> 00:39:42,800 coin. You don't have to trade it. 710 00:39:43,160 --> 00:39:46,160 You can also just watch. You know I like what PO said 711 00:39:46,160 --> 00:39:47,600 this weekend. He wrote a post something around 712 00:39:47,600 --> 00:39:50,840 how he hated the meme coin run because he just can't relate to 713 00:39:50,840 --> 00:39:53,000 it. It's on his thing and he said 714 00:39:53,000 --> 00:39:55,520 instead of sharing my opinion I said nothing and let it play out 715 00:39:55,840 --> 00:39:59,680 and bought Bitcoin that respect that it's mental health one O 1. 716 00:40:00,360 --> 00:40:02,200 You know. Indeed. 717 00:40:02,720 --> 00:40:04,600 And I mean, I think it'll probably, I mean there's 718 00:40:04,600 --> 00:40:07,440 probably some fireworks on day one for that, for that token. 719 00:40:07,960 --> 00:40:11,880 Kaido 2.0 I. Think there's a lot of questions 720 00:40:11,880 --> 00:40:14,600 of how they will drive value to it long term. 721 00:40:14,920 --> 00:40:17,200 So I think you have to be, you have to think about that if 722 00:40:17,240 --> 00:40:19,320 you're going to invest in the token post DGE. 723 00:40:19,320 --> 00:40:23,800 I can understand what your plan, what you're looking for out of 724 00:40:23,800 --> 00:40:25,280 the token. That's just for fun. 725 00:40:25,720 --> 00:40:32,720 Yeah. So anyways, let's that's that. 726 00:40:32,920 --> 00:40:34,320 Was there any? I mean, there's a lot. 727 00:40:34,320 --> 00:40:35,480 So we we still have a few minutes. 728 00:40:35,680 --> 00:40:36,960 What? What else do you want to go 729 00:40:36,960 --> 00:40:39,120 over? And those are the big ones. 730 00:40:39,120 --> 00:40:41,080 I think the other NFT marketplaces are continuing to 731 00:40:41,080 --> 00:40:44,080 push forward to Magic Eden. They shared details for their 732 00:40:44,080 --> 00:40:47,160 Season 2 rewards. Again, the key actions here are 733 00:40:47,160 --> 00:40:51,520 staking your Magic Eden tokens and then like you're trading so 734 00:40:51,600 --> 00:40:56,200 NFTS, coins, runes, ordinals. They've also got incentives for 735 00:40:56,200 --> 00:40:59,320 swapping tokens directly on Magic Eden and linking wallets, 736 00:40:59,920 --> 00:41:02,520 you know, across chains. So they're leaning into this 737 00:41:02,520 --> 00:41:05,600 cross chain model. Certainly open Sea is doing that 738 00:41:05,600 --> 00:41:07,760 as well. We had this the open sea Solana 739 00:41:07,760 --> 00:41:11,800 news a few days before, but the news over the weekend was just 740 00:41:11,800 --> 00:41:14,560 that they are opening up. So it's no longer wait list 741 00:41:14,800 --> 00:41:17,040 anyone on open sea. You can connect your phantom 742 00:41:17,040 --> 00:41:18,760 wallet. And got. 743 00:41:19,240 --> 00:41:23,000 It so they're leaning into that. They've got the new CMO now. 744 00:41:24,800 --> 00:41:26,600 Adam. Yeah, maybe we can get him on 745 00:41:26,600 --> 00:41:27,400 the show. I think it would be. 746 00:41:27,400 --> 00:41:28,640 Good. Sponsor our show, Adam. 747 00:41:28,840 --> 00:41:31,320 I know you listen to the show. I know you clip our shit. 748 00:41:31,680 --> 00:41:33,960 Tyler's talking about it. I had a call with your team a 749 00:41:33,960 --> 00:41:35,760 few weeks ago. I've. 750 00:41:36,000 --> 00:41:37,520 They also hired another one of my homies. 751 00:41:37,840 --> 00:41:39,760 Valan. You guys should sponsor this 752 00:41:39,760 --> 00:41:40,840 show. Openc. 753 00:41:41,400 --> 00:41:43,800 Yeah. I think Openc should sponsor our 754 00:41:43,800 --> 00:41:44,680 show. Chet. 755 00:41:44,760 --> 00:41:46,920 What do you think? Actually, that's a positive 756 00:41:46,920 --> 00:41:50,240 thing for y'all's TG, Just like Wallet connected and look at 757 00:41:50,240 --> 00:41:51,920 what wallet could, how Wallet Connect opened. 758 00:41:52,120 --> 00:41:54,120 It's totally us. It was all us. 759 00:41:54,440 --> 00:41:56,920 Wallet Connect opened at $400 million thanks to us. 760 00:41:58,880 --> 00:42:00,640 We'll take all the. Credit Tyler, I think. 761 00:42:00,640 --> 00:42:02,200 I think Opensy should sponsor the show. 762 00:42:02,400 --> 00:42:07,440 I'm all for it and what I like about and we're this is not 763 00:42:07,440 --> 00:42:08,720 sponsored content we. Have. 764 00:42:08,720 --> 00:42:11,600 No, it's not. It's easier for me to talk 765 00:42:11,600 --> 00:42:14,240 positively about Openc right now than it has been in a while 766 00:42:14,240 --> 00:42:16,280 because I I really like what they're doing. 767 00:42:16,320 --> 00:42:18,960 Like I think they're, they're doing new features, they're 768 00:42:18,960 --> 00:42:23,160 improving their products. I think they there's a little 769 00:42:23,160 --> 00:42:25,520 bit less focus on TGEI think that's right. 770 00:42:25,520 --> 00:42:30,040 I think that they need to rebuild their core user base up 771 00:42:30,040 --> 00:42:33,800 until even like a month ago, like all anyone wants to do is 772 00:42:33,800 --> 00:42:36,240 get this token, dump it and then move on with their lives. 773 00:42:36,240 --> 00:42:39,520 Like that was my view of, of the the broader market sentiment, 774 00:42:40,240 --> 00:42:43,120 but now people are actually starting to starting to use it 775 00:42:43,320 --> 00:42:46,120 and I think they like it. And I'm seeing more organic 776 00:42:46,160 --> 00:42:50,040 positive commentary on the platform and the changes they're 777 00:42:50,040 --> 00:42:51,720 making. So I think they need to continue 778 00:42:51,720 --> 00:42:54,280 to build on that. And I think they are. 779 00:42:54,880 --> 00:42:57,600 And I think it's going to take time to win everyone back. 780 00:42:58,600 --> 00:43:02,880 But hey, Nachi, he's calling for the 2021 Echo where we run all 781 00:43:02,880 --> 00:43:07,800 summer, summer 2021, man, for those who were around those 782 00:43:07,800 --> 00:43:11,920 times, that was the boom of open sea in AT boom. 783 00:43:12,440 --> 00:43:17,600 If if we get any kind of an Echo rally like that in 2025, Echo or 784 00:43:17,600 --> 00:43:21,280 open sea will be top of mind and they'll be one of the winners. 785 00:43:21,280 --> 00:43:26,760 So they've got an interesting potential near term future here. 786 00:43:26,760 --> 00:43:28,520 So I'm very interested to see what open sea does with that. 787 00:43:29,080 --> 00:43:30,880 Yeah, I'm. I'm rooting for all of them. 788 00:43:31,480 --> 00:43:33,800 You guys are going to hate me. I'm so boring but it's like keep 789 00:43:33,800 --> 00:43:37,200 building magically and open T. We need all these people to lead 790 00:43:37,200 --> 00:43:38,720 with intention. Do cool shit. 791 00:43:39,320 --> 00:43:40,760 You know? I would love to see resurgence 792 00:43:40,760 --> 00:43:44,320 of NFTSNFTS are 10 times better than meme corns in my opinion 793 00:43:44,320 --> 00:43:46,720 for the space. So I love them both, I buy them 794 00:43:46,720 --> 00:43:49,040 both, I trade them both. Definitely more meme corns than 795 00:43:49,040 --> 00:43:53,440 NFTS recently, you know. Has there been any big NF TS? 796 00:43:53,880 --> 00:43:57,920 I was defaulting defaulting to opening blur everyday just to 797 00:43:57,920 --> 00:44:00,680 get my like overview of the Mt market and now I'm. 798 00:44:01,480 --> 00:44:03,840 What's up with Blur? Feels like they gave up on their 799 00:44:04,440 --> 00:44:07,400 NMT platform. It's like fine, they gave up on 800 00:44:07,400 --> 00:44:10,040 iterating on it. Yeah, it looks like that. 801 00:44:10,040 --> 00:44:13,000 What's up with their chain blast blast? 802 00:44:14,040 --> 00:44:16,760 As I understand Pac-Man team, like there's heads down focused 803 00:44:16,760 --> 00:44:23,000 on mobile, they've got the the strong yield on USDB on blast, 804 00:44:24,760 --> 00:44:28,520 but there's just not a whole lot to do in the eco. 805 00:44:28,520 --> 00:44:31,720 I think the two breakout apps, Fancy Top and then this Cambria 806 00:44:31,720 --> 00:44:33,720 game that a lot of people seem to really like. 807 00:44:34,240 --> 00:44:35,880 Oh yeah, these just to play that. 808 00:44:36,000 --> 00:44:40,680 We're kind of succeeding despite Blast at this point rather than 809 00:44:40,680 --> 00:44:45,200 a bit. So we'll see. 810 00:44:45,200 --> 00:44:47,880 I'm sure the team is still working behind the scenes. 811 00:44:47,880 --> 00:44:51,560 I think this the building in silence is the silence is still 812 00:44:51,560 --> 00:44:55,800 a little bit deafening. Yeah, you also by the Cambria 813 00:44:55,800 --> 00:44:58,760 can move to abstract, right or start building an abstract and 814 00:44:58,760 --> 00:45:04,720 then what is it you have? The mega E thing was impressive. 815 00:45:04,720 --> 00:45:07,280 I have to say. The TPS thing, saw your video. 816 00:45:07,880 --> 00:45:11,080 Yeah, I played the game and it's a Frogger game. 817 00:45:11,680 --> 00:45:14,880 But what jumped out to me is like I, I, I'm not a gamer. 818 00:45:14,880 --> 00:45:16,520 I don't play a lot of web three games. 819 00:45:17,640 --> 00:45:21,680 I will dabble and play to earn games sometimes, but I think we 820 00:45:21,680 --> 00:45:24,840 all know those games aren't fun. You're clicking buttons to try 821 00:45:24,840 --> 00:45:27,920 to profit. But like, I had buddies in the 822 00:45:27,920 --> 00:45:33,520 chat who were spent 20 minutes on Saturday trying to beat their 823 00:45:33,520 --> 00:45:36,720 high scores. And then I realized that like, 824 00:45:36,720 --> 00:45:40,400 OK, I should probably go spend time with the family or just 825 00:45:40,400 --> 00:45:43,840 playing Frogger on Mega Youth all day today. 826 00:45:44,320 --> 00:45:48,000 But I genuinely did have fun playing it and trying to rack up 827 00:45:48,000 --> 00:45:50,640 a high score, which is not something I've done a whole lot 828 00:45:50,640 --> 00:45:55,760 of in Web 3 gaming. And Dookie Dash was fun similar, 829 00:45:55,760 --> 00:45:57,320 right? You could have played that just 830 00:45:57,320 --> 00:45:59,160 to try to get a high score. So I think that's probably the 831 00:45:59,160 --> 00:46:04,360 best analogy that I can come up with in, in web three that I've 832 00:46:04,360 --> 00:46:09,480 played. But maybe they look stronger and 833 00:46:09,720 --> 00:46:13,280 they're showcasing their what their chain can do with products 834 00:46:13,840 --> 00:46:16,000 and that they're they're being a product in the app first, which 835 00:46:16,000 --> 00:46:17,480 I think that approach makes a lot of sense. 836 00:46:19,240 --> 00:46:20,560 Yeah, all right. Well, that's that. 837 00:46:20,720 --> 00:46:23,680 Listen, it would be nice also if MODAT finally launches by the 838 00:46:23,680 --> 00:46:28,680 way saying that. I think their their founder was 839 00:46:28,680 --> 00:46:31,640 tweet one of their founders was tweeting about how proof of 840 00:46:31,640 --> 00:46:34,840 stake is is not it. I forgot his exact words. 841 00:46:36,360 --> 00:46:39,760 Yeah, maybe they're they're. We have a how they're. 842 00:46:40,240 --> 00:46:41,080 Going to do. Everything. 843 00:46:41,080 --> 00:46:44,360 I don't know, man, Tyler, if the market does turn and we got a 844 00:46:44,360 --> 00:46:48,600 good summer, got a few launches, tokens come in, I don't know, 845 00:46:48,600 --> 00:46:51,640 man. I wouldn't discount 2025 y'all. 846 00:46:51,640 --> 00:46:57,240 I know it was a rough Q1 for everybody, but I abstract OK 847 00:46:57,400 --> 00:47:02,440 Mona mega ETH C Will be nice to see Mira at some point. 848 00:47:03,120 --> 00:47:06,640 Got a bunch of good stuff, you know, I'm excited.