1
00:00:00,520 --> 00:00:04,120
Yo-yo, yo-yo, what up? 
What up? 

2
00:00:04,160 --> 00:00:13,040
Good morning, Good morning GMB 
Thursday. 

3
00:00:13,920 --> 00:00:20,800
This is my favorite day. 
Thursday February 8th 2024 look 

4
00:00:20,840 --> 00:00:26,080
at that another beautiful day to
have a beautiful day I swapped 

5
00:00:26,080 --> 00:00:30,240
Co host today you know I we pay 
fixture we give a OV a mental 

6
00:00:30,240 --> 00:00:33,320
health break for one day. 
You know it's very tough to host

7
00:00:33,320 --> 00:00:37,000
every day and and bring and 
swapped in for for Mando today 

8
00:00:39,080 --> 00:00:42,160
so we don't have OV but the 
great Mando is back. 

9
00:00:42,160 --> 00:00:44,600
Mando good morning GM. 
How you doing? 

10
00:00:45,560 --> 00:00:46,440
I'm great, man. 
How are you? 

11
00:00:47,360 --> 00:00:50,520
Dude, we are absolutely vibing. 
You're definitely not home right

12
00:00:50,520 --> 00:00:51,360
now. 
Where are you? 

13
00:00:52,680 --> 00:00:54,320
I'm in France. 
I'm in France. 

14
00:00:55,000 --> 00:01:00,120
Yeah, came out here just for for
a few days, chilled up in like 

15
00:01:00,120 --> 00:01:03,040
the mountains near Nice. 
Where's the view? 

16
00:01:03,080 --> 00:01:06,520
Where is the view. 
It's a bit cold. 

17
00:01:06,520 --> 00:01:08,040
I didn't do it on the balcony 
today. 

18
00:01:08,560 --> 00:01:12,560
Oh, that's chilly, I guess. 
Yeah, I listened to the show, 

19
00:01:12,560 --> 00:01:15,720
though without me. 
OSFOSF actually spoke for a for 

20
00:01:15,720 --> 00:01:18,840
a for a little bit of the show. 
Thank God. 

21
00:01:19,440 --> 00:01:23,320
You know I on on two days ago I 
I did the whole show alone 

22
00:01:23,320 --> 00:01:25,640
pretty much and even OV after I 
was like you know what I don't 

23
00:01:25,640 --> 00:01:28,120
even remember We hosted this 
morning and it was on Monday 

24
00:01:28,120 --> 00:01:31,240
morning and I'm here saying like
what's up OV like you know what 

25
00:01:31,240 --> 00:01:32,920
How can you do in the morning 
like, Oh my ghost in the house 

26
00:01:32,920 --> 00:01:34,400
whatever. 
Good morning OV how you doing? 

27
00:01:34,400 --> 00:01:36,400
And he goes. 
I'm hungover. 

28
00:01:39,040 --> 00:01:41,160
OK, Why? 
I was out with KB. 

29
00:01:41,160 --> 00:01:43,440
MI mean like shit. 
All right. 

30
00:01:43,440 --> 00:01:44,520
I'm gonna have to do this one 
long. 

31
00:01:44,840 --> 00:01:47,840
So I would just spit like 10 
minutes and send it to OV so I 

32
00:01:47,840 --> 00:01:51,200
could breathe and get back to 
it. 

33
00:01:51,440 --> 00:01:53,920
And mind you, we had the CTO of 
Ledger on, but at least we did 

34
00:01:53,920 --> 00:01:56,320
the loot boxes and even that 
went out that went wrong. 

35
00:01:56,320 --> 00:01:59,040
So we're redoing it tomorrow. 
But anyways, so that's that. 

36
00:01:59,040 --> 00:02:01,880
It's been it's been fun though. 
Love OV And yesterday was a sick

37
00:02:01,880 --> 00:02:03,360
show. 
We had the whole squad on there.

38
00:02:03,400 --> 00:02:06,160
Thank you X Benny for life from 
the tunnels. 

39
00:02:06,720 --> 00:02:08,639
You know, as I don't know if you
saw he made a red drinks. 

40
00:02:09,000 --> 00:02:11,160
Did you hear Benny's Red Drinks 
song? 

41
00:02:12,320 --> 00:02:14,320
No. 
So you guys just are not red 

42
00:02:14,320 --> 00:02:15,680
drinks. 
You guys have a new theme song. 

43
00:02:16,160 --> 00:02:18,680
I would like to show you that 
right now. 

44
00:02:18,960 --> 00:02:23,080
So here you go, you guys have a 
theme song now is a juice. 

45
00:02:23,640 --> 00:02:30,720
Red guy is a juice. 
It's not a alcoholic drink. 

46
00:02:31,560 --> 00:02:34,040
It has. 
It's not an energy drink. 

47
00:02:34,720 --> 00:02:41,080
We think it may be water or some
kind of fruit juice, but it's 

48
00:02:41,200 --> 00:02:43,080
wrecked there. 
You go. 

49
00:02:45,720 --> 00:02:52,520
Wow, so you go the state of the 
show without you? 

50
00:02:53,200 --> 00:02:54,920
True story. 
I I I mean, I barely know what 

51
00:02:54,920 --> 00:02:56,920
rec rec. 
The rec drink is like. 

52
00:02:56,960 --> 00:02:59,160
I always ask OSF like every day 
like what is it? 

53
00:02:59,160 --> 00:03:01,120
And he goes, it's kind of like 
this, it's kind of like that, 

54
00:03:01,120 --> 00:03:05,040
but he likes it so. 
I cannot wait for it, but 

55
00:03:05,040 --> 00:03:07,200
anyways all I have to say, 
yesterday we had a whole squad, 

56
00:03:07,240 --> 00:03:09,960
even Loxy was on here talking to
us with RSIC and like what's 

57
00:03:09,960 --> 00:03:11,280
going on bitcoordinals, let's go
step. 

58
00:03:11,280 --> 00:03:15,560
So anyways with that, with that,
so just FYI we are given you 

59
00:03:15,560 --> 00:03:20,520
know $1000 away again today. 
All you have to do is retweet 

60
00:03:20,720 --> 00:03:22,600
the space. 
The space is pinned at the top. 

61
00:03:22,800 --> 00:03:26,040
We're live on X video. 
We're live on YouTube as usual, 

62
00:03:26,240 --> 00:03:28,360
Mando and myself, so it's always
better experience on video. 

63
00:03:28,360 --> 00:03:31,200
But if you're on Twitter space 
today on the show, you're going 

64
00:03:31,200 --> 00:03:34,680
to have a chance to win $1000 by
following from our Robit and 

65
00:03:34,840 --> 00:03:36,200
ourselves. 
So we are still doing this. 

66
00:03:36,200 --> 00:03:39,360
And tomorrow, tomorrow we're re 
rolling the loot boxes for the 

67
00:03:39,360 --> 00:03:41,800
two people from from from 
Tuesday. 

68
00:03:41,800 --> 00:03:43,640
So it's gonna be a banger. 
It's gonna be fun. 

69
00:03:43,640 --> 00:03:46,000
Make sure you retweet everything
and that you're in the room 

70
00:03:46,000 --> 00:03:48,280
today on the show. 
Today, today, what do we have 

71
00:03:48,480 --> 00:03:51,400
today? 
I know Sam's has got a whole lot

72
00:03:51,400 --> 00:03:54,480
of stuff to do for us to talk 
about Mando and I got things to 

73
00:03:54,480 --> 00:03:57,560
talk to you about today. 
Let's do market report as usual.

74
00:03:57,560 --> 00:04:01,040
Market is pumping right now. 
Love to see Bitcoin at 45 three 

75
00:04:01,440 --> 00:04:04,120
as we're on the show. 
Solana above 100 so that's lane 

76
00:04:04,120 --> 00:04:07,760
east is almost $2500. 
So love to see that bears in 

77
00:04:07,760 --> 00:04:09,920
shambles and disbelief at the 
same time. 

78
00:04:10,720 --> 00:04:17,320
And pain. 
NFTS Israel, Solana, Bitcoin so 

79
00:04:17,320 --> 00:04:19,680
live Bitcoin EE blah blah. 
And I I want to talk to Mando 

80
00:04:19,680 --> 00:04:21,680
about forecast a little bit. 
I know he made an account. 

81
00:04:21,920 --> 00:04:24,160
I know he's not convinced yet. 
I want to have a conversation 

82
00:04:24,160 --> 00:04:27,360
Mando about Forecaster and we're
going to pill him on the show 

83
00:04:27,520 --> 00:04:30,120
and we're going to make him 
dominate Forecaster with Mando 

84
00:04:30,120 --> 00:04:32,360
minutes. 
So anyways, anyways, anyways, 

85
00:04:32,360 --> 00:04:34,000
why don't we get this party 
started? 

86
00:04:34,000 --> 00:04:40,680
Who is the man macro daddy of 
the land? 

87
00:04:44,440 --> 00:04:46,880
Can you dig it? 
Yeah, GM, everyone. 

88
00:04:46,880 --> 00:04:49,880
So super, super strong start to 
the day. 

89
00:04:50,600 --> 00:04:54,960
Bitcoin smashed through 45 K and
just looks like it's continuing 

90
00:04:54,960 --> 00:04:55,760
to go higher. 
Really. 

91
00:04:55,760 --> 00:04:58,080
You had some like short 
liquidations which happened 

92
00:04:58,080 --> 00:05:00,880
around 44 K and then we've just 
kept on going higher. 

93
00:05:00,880 --> 00:05:04,480
Open interest has been rising, 
but it doesn't look overly 

94
00:05:04,480 --> 00:05:07,160
excessive to me in terms of like
funding or anything like that, 

95
00:05:08,120 --> 00:05:10,560
at least not for Bitcoin. 
Some of the other old coins 

96
00:05:10,560 --> 00:05:13,280
potentially but definitely a 
strong period of the market. 

97
00:05:13,840 --> 00:05:19,560
You've seen slightly under the 
form but still doing well. 2460 

98
00:05:20,000 --> 00:05:24,080
Solana really picked up. 
Yeah kind of has recovered 

99
00:05:24,080 --> 00:05:26,840
almost fully from from all the 
FUD around it going down. 

100
00:05:26,840 --> 00:05:30,040
It's now up to about 105 area. 
So that's a big big move about 

101
00:05:30,040 --> 00:05:35,280
10% move over the last 24 hours.
You've had a bunch of the the 

102
00:05:35,280 --> 00:05:39,760
Bitcoin related coins start to 
go higher, things like stacks or

103
00:05:39,760 --> 00:05:43,840
the all moving higher today and 
then then you have a bunch of 

104
00:05:43,840 --> 00:05:45,680
the AirDrop coins also starting 
to move. 

105
00:05:45,680 --> 00:05:50,000
So dimension has breached 7 
billion as a as A. 

106
00:05:52,360 --> 00:05:53,960
How much is a pudgy Penguin 
AirDrop? 

107
00:05:55,840 --> 00:05:58,280
I mean it must be around 20 K 
now, maybe more. 

108
00:06:03,920 --> 00:06:05,720
I'm really down bad man though 
you got. 

109
00:06:06,320 --> 00:06:08,440
Seven KA pudgy, right? 
And you you have two. 

110
00:06:09,440 --> 00:06:10,800
Yeah, I didn't. 
I didn't mint them. 

111
00:06:11,000 --> 00:06:17,400
I didn't claim them. 
And then you have, yeah, like 

112
00:06:17,640 --> 00:06:20,960
dimensions flip, flip Jupiter 
like dimension. 

113
00:06:20,960 --> 00:06:23,720
After all of that we were all 
saying that you know, Jupiter 

114
00:06:23,720 --> 00:06:25,800
was going to be the big one. 
Jupiter's at 5 billion 

115
00:06:26,480 --> 00:06:29,720
dimensions at 7:00. 
So big, big flip there in in 

116
00:06:29,720 --> 00:06:32,320
like the hype. 
There, right now. 

117
00:06:32,400 --> 00:06:34,520
Do you know how painful it is to
be on the show right now with 

118
00:06:34,520 --> 00:06:36,520
you? 
Yeah, wow. 

119
00:06:39,280 --> 00:06:41,440
And then you have a bunch of the
other coins which have this sort

120
00:06:41,440 --> 00:06:46,040
of AirDrop narrative to them. 
So Celestia has Breached 20. 

121
00:06:46,040 --> 00:06:49,960
I think that's an all time high.
You've seen safe has moved 

122
00:06:50,120 --> 00:06:56,600
higher above 65. 
But yeah, just a generally 

123
00:06:56,600 --> 00:06:58,800
strong market for old coins. 
A lot of people point to this 

124
00:06:58,800 --> 00:07:01,520
was a classic old coin 
accumulation period which is now

125
00:07:01,520 --> 00:07:05,840
coming towards the end of the 
the calls for Bitcoin did 30, 

126
00:07:06,520 --> 00:07:09,360
30K32K32K. 
They've all seem to be pretty 

127
00:07:09,360 --> 00:07:12,120
distant right now this this 
feels like a very strong market 

128
00:07:12,720 --> 00:07:15,960
just on the back of of continual
ETF inflows. 

129
00:07:15,960 --> 00:07:18,360
And then I just see continue to 
see a lot of headlines around 

130
00:07:18,360 --> 00:07:22,080
the halving like people are are 
getting bullish into that. 

131
00:07:22,080 --> 00:07:24,840
I don't really know if that's 
like a super bullish thing, but 

132
00:07:24,840 --> 00:07:27,000
definitely that's got the 
narrative again. 

133
00:07:27,000 --> 00:07:32,240
So maybe we won't be ranging, 
who knows like this last 24 

134
00:07:32,240 --> 00:07:35,360
hours has been a very, very 
strong move in both Bitcoin and 

135
00:07:35,360 --> 00:07:37,880
altcoins. 
So hopefully we this gets 

136
00:07:37,880 --> 00:07:41,160
sustained and we continue on. 
But but I don't know I'm not 

137
00:07:41,160 --> 00:07:45,120
completely sold yet in terms of 
like the positive stuff that's 

138
00:07:45,120 --> 00:07:48,080
actually happening. 
The S&P is about to hit 5K. 

139
00:07:48,080 --> 00:07:50,240
So macro is it's like super 
strong. 

140
00:07:50,680 --> 00:07:53,600
You had strong earnings from 
from a number of like key 

141
00:07:53,600 --> 00:07:56,480
stocks. 
Disney had strong earnings, 

142
00:07:57,400 --> 00:07:58,840
SoftBank had some strong 
earnings. 

143
00:07:58,840 --> 00:08:01,920
So like just generally a strong 
earnings season has pushed 

144
00:08:01,920 --> 00:08:06,480
stocks to to all time highs and 
that's kind of across the board.

145
00:08:06,480 --> 00:08:09,760
There were some slightly more 
dovish comments from Fed 

146
00:08:10,440 --> 00:08:12,520
officials yesterday. 
So people got bullish about 

147
00:08:12,520 --> 00:08:16,000
that, but macro feeling super 
strong and crypto is kind of 

148
00:08:16,000 --> 00:08:20,000
following following as well. 
So yeah, All in all, it's like a

149
00:08:20,000 --> 00:08:25,080
really, really strong 24 hours 
feels like this. 

150
00:08:25,560 --> 00:08:27,760
This could be the breakout, 
hopefully, who knows. 

151
00:08:29,600 --> 00:08:32,440
Yeah, that it could be it. 
It could be it. 

152
00:08:32,440 --> 00:08:36,320
I mean, definitely hoping it is.
And love seeing you know, all 

153
00:08:36,320 --> 00:08:38,640
all everything's. 
You know what I just looked. 

154
00:08:38,640 --> 00:08:41,480
I haven't been looking much, but
you know, just like that, 

155
00:08:41,480 --> 00:08:47,120
everything, everything's up. 
But my coin, there's like 5 

156
00:08:47,120 --> 00:08:52,840
coins total in all crypto today 
that are down literally like out

157
00:08:52,840 --> 00:08:55,400
of all crypto. 
Like, if you look at Top Gators 

158
00:08:55,400 --> 00:09:00,520
and Top Losers on Gecko, there's
123456. 

159
00:09:00,520 --> 00:09:02,520
It's we mix. 
I don't even know what the fuck 

160
00:09:02,520 --> 00:09:08,000
that is. 
Bed get Tron Monero Tau. 

161
00:09:08,000 --> 00:09:10,680
But that's already up like a 
metric ton. 

162
00:09:12,720 --> 00:09:15,560
Can you please tell me here 
let's talk about this for a 

163
00:09:15,560 --> 00:09:19,720
minute OK. 
What what's going on over there 

164
00:09:19,720 --> 00:09:21,520
because you and I and and the 
reason why I want to go there 

165
00:09:21,520 --> 00:09:24,080
honestly is because we've been 
talking about it also like 

166
00:09:24,080 --> 00:09:25,960
behind the scenes that's 
something you and Olli was were 

167
00:09:25,960 --> 00:09:29,640
talking about this morning and 
like what's going on here So 

168
00:09:29,640 --> 00:09:32,840
that the the seven day thing 
happened yesterday was Wednesday

169
00:09:32,840 --> 00:09:35,520
where it stopped. 
So the pump and or plunge 

170
00:09:35,520 --> 00:09:39,160
protection is done right which 
would tell the team like how 

171
00:09:39,160 --> 00:09:41,440
much team would take and then 
out of that a big portion of 

172
00:09:41,440 --> 00:09:43,480
that goes to like the Dow and 
stuff what's happening what's 

173
00:09:43,480 --> 00:09:46,920
the TLDR on that cause like all 
would think that like the 

174
00:09:46,920 --> 00:09:50,000
narrative would like send it but
it's not it's like the other way

175
00:09:50,000 --> 00:09:51,440
around. 
So do you want to break it out 

176
00:09:51,440 --> 00:09:52,680
to me? 
What's going on here? 

177
00:09:54,960 --> 00:09:58,120
Yeah. 
So if you just want to focus on 

178
00:09:58,120 --> 00:10:00,080
Jupiter, yeah, a couple of 
things came out over the last 24

179
00:10:00,080 --> 00:10:02,520
hours. 
So they announced that their 

180
00:10:02,520 --> 00:10:07,360
Launchpad is going to have 3 
coins potentially launched over 

181
00:10:07,360 --> 00:10:08,720
the next month. 
I think it is. 

182
00:10:08,720 --> 00:10:10,840
They're going to be introduced 
over the next couple of weeks. 

183
00:10:10,840 --> 00:10:13,200
So it's going to be another 
AirDrop coin. 

184
00:10:13,200 --> 00:10:16,280
Like if you vote on which coins 
are going to be approved, I 

185
00:10:16,280 --> 00:10:18,360
think they're saying that you're
going to get an allocation to 

186
00:10:18,360 --> 00:10:22,760
those, to those airdrops 
potentially or maybe even the 

187
00:10:22,760 --> 00:10:24,680
first look on those coins coming
out. 

188
00:10:25,480 --> 00:10:28,920
Obviously they had like a lot of
success so that when token so it

189
00:10:28,920 --> 00:10:32,280
really becomes more like a 
incubator at the same time like 

190
00:10:32,480 --> 00:10:36,680
kind of like owning like a an 
exchange coin which gives you 

191
00:10:36,680 --> 00:10:38,360
access to to their launchpad 
coins. 

192
00:10:38,360 --> 00:10:41,480
So they announced that and then 
they they decided to keep the 

193
00:10:41,480 --> 00:10:46,560
money that was that was part of 
that liquidity pool inside the 

194
00:10:46,560 --> 00:10:51,600
pool as like a yeah exactly. 
So two good pieces of news that 

195
00:10:51,600 --> 00:10:54,600
actually came out later kind of 
yesterday. 

196
00:10:54,600 --> 00:10:58,160
I mean the AirDrop stuff came 
out earlier, but in the morning 

197
00:10:58,160 --> 00:11:00,680
I bought it because I just 
thought like Fudd was so high 

198
00:11:01,240 --> 00:11:03,720
and it took off, took off my 
levered sole position. 

199
00:11:03,720 --> 00:11:05,040
It was like my big, big 
position. 

200
00:11:06,760 --> 00:11:09,200
And then this morning I just got
out of it. 

201
00:11:09,200 --> 00:11:10,760
I was like, I don't understand 
what's going on. 

202
00:11:10,760 --> 00:11:12,240
So it went, I didn't get out of 
all of it. 

203
00:11:12,280 --> 00:11:14,440
I got some of it. 
I moved into a couple of other 

204
00:11:14,440 --> 00:11:19,520
coins which have luckily caught 
this this move relatively well. 

205
00:11:19,520 --> 00:11:22,800
But I don't know, I don't know 
why, why these things sort of 

206
00:11:22,800 --> 00:11:23,480
happen. 
Like it's. 

207
00:11:23,960 --> 00:11:26,760
I just don't try and make sense 
of them sometimes in crypto 

208
00:11:27,640 --> 00:11:30,160
because that can really make you
into a bag holder. 

209
00:11:30,160 --> 00:11:34,480
But in terms of the the stuff 
that feels super strong right 

210
00:11:34,480 --> 00:11:36,600
now, Bitcoin is the number one 
thing, right? 

211
00:11:36,600 --> 00:11:39,240
Like Bitcoin, look at that. 
You could have bought Bitcoin, 

212
00:11:39,240 --> 00:11:43,520
like look at that 4242 1/2 K So 
like it's moved about 5-6 

213
00:11:43,520 --> 00:11:46,640
percent of the last of the last 
look at the. 

214
00:11:47,360 --> 00:11:49,920
Daily. 
Yeah, it's like a bit it's it's 

215
00:11:49,920 --> 00:11:53,760
it's a decent move and so you 
have all the Bitcoin related 

216
00:11:53,760 --> 00:11:56,840
stuff and I I think I like that 
right now. 

217
00:11:56,840 --> 00:12:01,080
So I can imagine some of the 
ordinal stuff will move. 

218
00:12:01,320 --> 00:12:04,800
That's why I moved quite, quite 
a big bag back into Audi because

219
00:12:04,800 --> 00:12:08,480
I feel like that could move back
up stacks. 

220
00:12:09,040 --> 00:12:13,040
The layer two has moved, but 
yeah, Bitcoin related stuff is 

221
00:12:13,040 --> 00:12:16,400
up quite a lot. 
I can imagine that running and 

222
00:12:16,400 --> 00:12:19,920
then air drops is just the 
narrative, right, Like everyone 

223
00:12:19,920 --> 00:12:22,200
is just talking about air drops 
because of how crazy some of 

224
00:12:22,200 --> 00:12:27,320
these have been. 
So I think the main ones to come

225
00:12:28,160 --> 00:12:30,800
which which people are getting 
bullish on apart from things 

226
00:12:30,800 --> 00:12:34,000
like BLAST which I don't know 
how the air drop mechanism will 

227
00:12:34,000 --> 00:12:38,000
work, but maybe maybe that could
be bullish as like a medium term

228
00:12:38,000 --> 00:12:42,400
play. 
But then you have, you have Tia 

229
00:12:42,400 --> 00:12:44,680
which everyone's been talking 
about for a long time was the 

230
00:12:44,680 --> 00:12:47,560
Tia got you this dim air drop 
which has been just like knocked

231
00:12:47,560 --> 00:12:51,560
out of the park dim itself. 
If you stake dim you'll be in 

232
00:12:51,560 --> 00:12:53,280
line for a number of different 
air drops. 

233
00:12:53,920 --> 00:12:57,080
And then that dim is dimension 
which is like the the roll up, 

234
00:13:00,200 --> 00:13:04,040
the roll up L1. 
It's interesting tack, but like 

235
00:13:04,040 --> 00:13:07,280
7 billion, it's a pretty punchy 
move off the bat, I think. 

236
00:13:07,760 --> 00:13:12,640
And then you have things like 
say it's got AB2 coming out in 

237
00:13:12,640 --> 00:13:16,920
May, which I think will be a 
bunch of air drops for people I 

238
00:13:16,920 --> 00:13:18,840
actually put out yesterday 
because I was like Jupiter 

239
00:13:18,840 --> 00:13:20,560
seemed like an obvious AirDrop 
candidate. 

240
00:13:21,320 --> 00:13:23,800
Now that they're going to, it's 
going to be like an incubator 

241
00:13:23,800 --> 00:13:27,520
basically. 
But yeah, still hasn't moved up 

242
00:13:27,520 --> 00:13:30,240
higher. 
So but those coins, the coins 

243
00:13:30,240 --> 00:13:32,840
that are related to air drops 
are things to come, I think are 

244
00:13:32,840 --> 00:13:34,320
the ones that are moving the 
most today. 

245
00:13:35,480 --> 00:13:39,360
And then and then this is this 
like Pandora stuff, right? 

246
00:13:39,360 --> 00:13:45,640
Like that's that's taken the, 
yeah, so Pandora is this new 

247
00:13:45,640 --> 00:13:49,680
token standard on E which is 
kind of similar to 

248
00:13:49,680 --> 00:13:54,280
fractionalization, but you can 
basically either own the NFC or 

249
00:13:54,280 --> 00:13:59,640
the OR the ERC, the fungible 
coin. 

250
00:13:59,680 --> 00:14:02,240
So I think they're calling it 
like semi fungible or partially 

251
00:14:02,240 --> 00:14:05,720
fungible. 
It basically gives you a claim 

252
00:14:05,720 --> 00:14:09,840
to the same one and that's 
that's moved 20X over the last 

253
00:14:11,000 --> 00:14:14,560
over the last week it was 
trading at like at like 10 

254
00:14:14,560 --> 00:14:17,640
million I think for a while 
straight off the bat and then 

255
00:14:18,080 --> 00:14:22,800
now it's out of 200. 
So that's been a wild move and a

256
00:14:22,800 --> 00:14:26,000
bunch of other copycat style 
coins are coming out on Solana 

257
00:14:26,000 --> 00:14:29,160
and so that's been the trend of 
Unchained. 

258
00:14:29,160 --> 00:14:32,960
So a bunch of the other meme 
coins haven't really done that 

259
00:14:32,960 --> 00:14:34,360
well. 
Looks like WIF is hard today, 

260
00:14:34,360 --> 00:14:39,120
but other than that most that's 
like the dominating one team 

261
00:14:40,160 --> 00:14:41,840
trend I think that people are 
seeing. 

262
00:14:42,800 --> 00:14:44,840
Yeah, that's a that's a great 
breakdown. 

263
00:14:45,080 --> 00:14:49,000
You know overall all markets. 
So wow, damn it's been, it's 

264
00:14:49,000 --> 00:14:51,680
been like it's been a few days 
since I had a whole market 

265
00:14:51,680 --> 00:14:52,520
breakdown like that. 
Oh. 

266
00:14:54,120 --> 00:14:55,360
Really. 
Does everybody not do this? 

267
00:14:56,480 --> 00:14:58,640
Excuse me? 
Do you think OV would take 15 

268
00:14:58,640 --> 00:15:02,760
whole minutes like you just did 
to talk about Bitcoin to the 

269
00:15:02,760 --> 00:15:07,080
Bitcoin alts? 
To fucking dim and essay and and

270
00:15:07,080 --> 00:15:11,760
Solana Eco and explain Jupiter, 
then explain a launchpad versus 

271
00:15:11,760 --> 00:15:13,120
a narrative? 
No dude. 

272
00:15:14,000 --> 00:15:16,000
And then talk about the SMP and 
the market. 

273
00:15:16,000 --> 00:15:19,040
No, no, no chance. 
No chance. 

274
00:15:19,440 --> 00:15:21,680
The minutes just got me at like 
a different level of. 

275
00:15:22,280 --> 00:15:23,760
Switch. 
That's true, right? 

276
00:15:23,840 --> 00:15:27,000
It's also the minutes that, 
like, it kind of holds you to 

277
00:15:27,000 --> 00:15:30,320
it, you know? 
And it's. 

278
00:15:30,440 --> 00:15:31,720
And I love that. 
I love that. 

279
00:15:31,720 --> 00:15:32,800
I love that. 
It's funny anyways. 

280
00:15:33,240 --> 00:15:34,880
Sign up, sign up for the 
minutes. 

281
00:15:35,040 --> 00:15:37,640
I'm doing a special giveaway for
February, why don't you? 

282
00:15:37,640 --> 00:15:41,880
Join 6-7 grand. 
Yeah, 6.9 K If you sign up for 

283
00:15:41,880 --> 00:15:43,800
the minutes, I'm choosing one 
active subscriber. 

284
00:15:43,800 --> 00:15:46,000
So anyone who's in the audience 
hasn't signed up, sign up. 

285
00:15:46,480 --> 00:15:50,000
We've just breached 5000 
subscribers heading towards 10. 

286
00:15:51,120 --> 00:15:56,280
Yeah, it's going to be bigger. 
Things Wait, I never said that. 

287
00:15:56,680 --> 00:15:58,240
I never said that. 
I'm just kidding. 

288
00:16:00,640 --> 00:16:02,560
You can refreshing. 
I'm looking. 

289
00:16:02,560 --> 00:16:06,800
Yeah, but I'm feeling like a Mr.
Beast off, Mr. Beast off on this

290
00:16:06,800 --> 00:16:09,440
thing. 
So I'm going to make this get 

291
00:16:09,440 --> 00:16:13,200
this to 10/20/30 K subscribers, 
make this into the biggest 

292
00:16:13,920 --> 00:16:15,760
active newsletter and encrypted 
hopefully. 

293
00:16:16,280 --> 00:16:19,600
OK, OK. 
I love that. 

294
00:16:19,600 --> 00:16:20,840
I love that. 
I love that. 

295
00:16:20,880 --> 00:16:22,000
It's pretty easy. 
Honestly. 

296
00:16:22,000 --> 00:16:23,000
It's right there. 
It's like 1. 

297
00:16:23,000 --> 00:16:24,920
But I'm already, you know, 
signed up. 

298
00:16:24,920 --> 00:16:28,360
So so I can sign up for more? 
Wait, if I sign up for multiple 

299
00:16:28,360 --> 00:16:31,040
emails, can I win? 
Yeah, OK. 

300
00:16:31,280 --> 00:16:32,040
Fine. 
Just kidding. 

301
00:16:32,080 --> 00:16:34,080
I won't do that. 
Y'all won't go and do that. 

302
00:16:35,440 --> 00:16:37,680
Just checking in here so 
definitely sign up. 

303
00:16:37,680 --> 00:16:42,040
Anyways Speaking of this topics,
topics, topics, what do we have 

304
00:16:42,040 --> 00:16:43,200
next that we wanted to talk 
about. 

305
00:16:43,200 --> 00:16:46,080
So look we've we've talked 
about, we've talked about all 

306
00:16:46,080 --> 00:16:48,360
this, the market stuff. 
There's a lot of stuff going on.

307
00:16:48,400 --> 00:16:49,880
Hey it's good to see ETH pump 
too. 

308
00:16:49,880 --> 00:16:51,960
Like I'm not going to lie like I
know we're more like Solano 

309
00:16:51,960 --> 00:16:53,240
centric and stuff like that 
right now. 

310
00:16:53,520 --> 00:16:55,560
And like we're talking Bitcoin, 
but like ETH is also having 

311
00:16:55,560 --> 00:16:58,040
quite a moment and all the L2's 
are flying, bro. 

312
00:16:58,040 --> 00:17:02,840
Like I was looking at which I 
believe had above $2.00 again 

313
00:17:03,960 --> 00:17:06,920
and that whole ecosystem like 
ETH is almost at what 2500. 

314
00:17:07,599 --> 00:17:10,119
So that's there's a lot going 
on, is it do you think? 

315
00:17:10,119 --> 00:17:12,800
There's a lot going on. 
Is that a result of ERC 4/4 or 

316
00:17:12,800 --> 00:17:14,880
that's just separate like was 
just meant to? 

317
00:17:16,480 --> 00:17:18,640
No, I think there's a few 
different things going on there.

318
00:17:18,640 --> 00:17:21,319
The first, the first, most 
bullish thing that's happened 

319
00:17:21,319 --> 00:17:25,200
over the last 24 hours is that 
ARC, which is Kathy Woods Fund, 

320
00:17:25,560 --> 00:17:30,960
have refiled their ETF and 
they've refiled it in the same 

321
00:17:30,960 --> 00:17:33,960
way that the Bitcoin ETF was 
approved. 

322
00:17:33,960 --> 00:17:38,800
So that might indicate they're 
talking to the talking to the 

323
00:17:38,800 --> 00:17:42,280
SEC and there's maybe a path 
forward, it may not. 

324
00:17:43,280 --> 00:17:46,720
But and they've also added like 
some staking features to to it. 

325
00:17:46,720 --> 00:17:49,080
So generally, people saw that as
Wow. 

326
00:17:49,080 --> 00:17:50,200
They might be able to get this 
done. 

327
00:17:50,680 --> 00:17:53,960
On the other hand, Promethean, 
which is this? 

328
00:17:53,960 --> 00:17:56,560
Do you remember Promethean, 
which is like this bogus 

329
00:17:56,560 --> 00:17:59,240
exchange? 
You mean the SEC exchange? 

330
00:17:59,400 --> 00:18:03,200
Yeah, the SEC linked one. 
They came out yesterday and 

331
00:18:03,200 --> 00:18:06,920
tried to claim that ETH was a 
security buyer. 

332
00:18:06,920 --> 00:18:11,560
Like trying to claim that they 
were being a security custodian.

333
00:18:12,080 --> 00:18:16,840
You can like who knows if you go
into Poly market right now, 

334
00:18:17,000 --> 00:18:18,360
sometimes I like going to Poly 
market for. 

335
00:18:18,360 --> 00:18:21,720
This I love Poly market, bro. 
It's gone to polymarket. 

336
00:18:21,880 --> 00:18:22,800
Let's go. 
Let's go. 

337
00:18:23,840 --> 00:18:28,680
And you bring up ETH. 
Just type in ETH see see if it 

338
00:18:28,680 --> 00:18:31,560
comes up. 
The theory meet you after they 

339
00:18:31,560 --> 00:18:36,400
go yeah it's this one right by 
May 1st there's two of them this

340
00:18:36,400 --> 00:18:38,920
one has more more smart on it 
there you go. 

341
00:18:40,000 --> 00:18:42,200
So you can you can bet on on 
prediction. 

342
00:18:42,200 --> 00:18:44,080
It's a it's a just for people 
don't like polymarket's a 

343
00:18:44,080 --> 00:18:48,000
predictions market so like you 
can bet on the outcome of X or Y

344
00:18:48,000 --> 00:18:50,080
or Z. 
So it could be election based, 

345
00:18:50,080 --> 00:18:53,960
could be sports, could be the 
craziest stupidest things. 

346
00:18:54,160 --> 00:18:57,000
Could be you know some yeah. 
But anyways, go on like this is 

347
00:18:57,000 --> 00:19:01,240
about the theorem spot to have 
approved by March 31st 31. 

348
00:19:02,640 --> 00:19:06,360
So it's kind of a 5050 trade 
here or like maybe 6040. 

349
00:19:06,360 --> 00:19:10,840
So it tells you a lot about how 
where the market is like people 

350
00:19:11,040 --> 00:19:14,800
generally think that it it will 
probably get approved but it's 

351
00:19:14,800 --> 00:19:19,720
very, very tight at the moment 
and you know most of these 

352
00:19:19,720 --> 00:19:23,760
things are are not that even. 
So I would say that, yeah, 

353
00:19:23,760 --> 00:19:26,760
definitely touch and touch and 
go whether that happens, so. 

354
00:19:27,080 --> 00:19:30,680
I mean if I put $1000 I only 
make 8% return on this bed if I,

355
00:19:30,680 --> 00:19:38,640
sorry, approved by June 30th. 
No. 

356
00:19:39,480 --> 00:19:42,680
No, it's 8%. 
Here, that's a strict. 

357
00:19:44,080 --> 00:19:47,320
When you put $10, it's 72%, so I
guess it's because it can't take

358
00:19:47,320 --> 00:19:52,960
too much money. 100 bucks. 
You make a 72% return, but you 

359
00:19:52,960 --> 00:19:55,760
put 1000 bucks and you make so 
it's still new, right? 

360
00:19:55,760 --> 00:20:01,640
It's very young, it's APC 8%, so
you could fire off a few $100 

361
00:20:01,640 --> 00:20:04,040
bets. 
Kind of want to do that just for

362
00:20:04,040 --> 00:20:05,400
fun on the show and see where 
we're at. 

363
00:20:05,400 --> 00:20:08,960
In June, it's $100. 
So, yeah, people, people getting

364
00:20:08,960 --> 00:20:11,560
bullish on the idea that it'll 
probably go through, but I think

365
00:20:11,560 --> 00:20:15,320
it's still got a lot of, a lot 
of stages to go through. 

366
00:20:15,320 --> 00:20:18,120
I think the Bloomberg guys are 
like 60% chance it will go 

367
00:20:18,120 --> 00:20:21,920
through JP Morgan, Don't think 
it will go through the SEC. 

368
00:20:21,960 --> 00:20:24,600
That Promethean thing is kind of
telling. 

369
00:20:24,640 --> 00:20:28,560
I would say the SEC are trying 
to maybe be a bit subversive, 

370
00:20:28,840 --> 00:20:31,840
subversive there in trying to 
call ether security. 

371
00:20:31,840 --> 00:20:37,360
So but on the other hand you 
also had which we haven't seen 

372
00:20:37,920 --> 00:20:43,720
ever yeah we may get a a stable 
coin bill in the US there's been

373
00:20:43,720 --> 00:20:47,440
some very big pushes. 
Remember we had that guy on from

374
00:20:47,520 --> 00:20:49,640
was it from Ledger about public 
policy last year? 

375
00:20:49,640 --> 00:20:51,600
I think it was. 
And he said had a. 

376
00:20:51,920 --> 00:20:53,360
Global policy Ledger or 
something? 

377
00:20:54,200 --> 00:20:57,720
We would not see any sort of 
crypto legislation. 

378
00:21:00,080 --> 00:21:04,440
Probably not hit the floor in 
2024. 

379
00:21:04,720 --> 00:21:08,840
It'd be difficult if Yellen made
a speech, I think it was two 

380
00:21:08,840 --> 00:21:13,320
days ago pushing for legislation
and there's been a lot of 

381
00:21:13,320 --> 00:21:15,840
whispers that we were about to 
see a stable COIN bill in the 

382
00:21:15,920 --> 00:21:18,200
US, which would be very, very 
big, like that would be the the 

383
00:21:18,200 --> 00:21:20,080
next after the ETF. 
That would be the next big 

384
00:21:20,080 --> 00:21:22,360
thing. 
About a CBDC, where is, is that 

385
00:21:22,360 --> 00:21:24,040
what you're talking about? 
No, no, no, no. 

386
00:21:24,040 --> 00:21:27,120
It's like legislation about how 
to regulate, regulate stable 

387
00:21:27,160 --> 00:21:30,680
coins. 
So that would be that would show

388
00:21:30,680 --> 00:21:34,240
some improvement I think in the 
this acceptance of crypto in 

389
00:21:34,240 --> 00:21:35,880
general. 
CBDCI think I still think is 

390
00:21:35,880 --> 00:21:39,440
quite far away like I don't 
think that's a this year thing 

391
00:21:39,440 --> 00:21:44,720
or it's kind of being pushed by 
by most people in government at 

392
00:21:44,720 --> 00:21:48,320
the moment. 
So yeah that that's slightly 

393
00:21:48,320 --> 00:21:51,560
more bullish. 
And then for ETH as well, you 

394
00:21:51,560 --> 00:21:56,840
have, I think they like the 
final stages of the ETH Denkin 

395
00:21:56,960 --> 00:22:00,960
upgrade got done yesterday. 
So we should see that upgrade 

396
00:22:00,960 --> 00:22:04,880
happen next month it looks like,
which would be the big one for 

397
00:22:04,880 --> 00:22:08,280
L2's in terms of changing their 
revenue and stuff like that. 

398
00:22:08,280 --> 00:22:12,880
So people might play ARP or they
might play OP into that optimism

399
00:22:12,880 --> 00:22:15,680
ARP that sort of stuff just 
because it could be a a good 

400
00:22:15,680 --> 00:22:18,720
trade. 
So yeah, that's where we're at 

401
00:22:18,720 --> 00:22:19,920
for it. 
You've definitely had a better, 

402
00:22:20,160 --> 00:22:23,120
better period. 
It felt like after Solana went 

403
00:22:23,120 --> 00:22:26,560
down, you know that that could 
be the obvious trade, but then 

404
00:22:27,680 --> 00:22:30,400
Salaam is just like ripped back.
Yeah, so it was. 

405
00:22:30,440 --> 00:22:33,360
It was actually lagging behind 
while ETH was and Bitcoin were 

406
00:22:33,360 --> 00:22:34,920
doing its thing. 
And I was just looking at like 

407
00:22:34,920 --> 00:22:36,520
98 or something. 
And I was like, wait, I'm 

408
00:22:36,520 --> 00:22:37,600
looking at it. 
I'm looking at it. 

409
00:22:37,600 --> 00:22:39,520
And then the next second it's 
just like, there it is. 

410
00:22:39,640 --> 00:22:41,440
Like, it's just when it goes, it
just goes. 

411
00:22:41,440 --> 00:22:44,240
So we love to see that. 
I mean, it's really the jupe 

412
00:22:44,240 --> 00:22:47,040
thing for me. 
That's just like, like I'm here.

413
00:22:47,040 --> 00:22:49,000
Like, what the Hell's going on 
with that trade? 

414
00:22:49,000 --> 00:22:51,320
You know what I mean? 
It's frustrating. 

415
00:22:51,320 --> 00:22:53,400
Yeah, it's Max Payne. 
Oh, 100%. 

416
00:22:53,560 --> 00:22:58,640
I think that's that's Max Payne.
But yeah, yeah. 

417
00:22:59,360 --> 00:23:01,080
Anyway like I said, I did, I did
the same thing. 

418
00:23:01,080 --> 00:23:03,840
And I I just, I don't, I don't 
like being in trades, which I 

419
00:23:03,840 --> 00:23:06,560
don't understand. 
And you know what I mean, why? 

420
00:23:08,520 --> 00:23:11,120
But I can imagine, I always, I 
always have to be in the same 

421
00:23:11,120 --> 00:23:12,640
trade, right? 
Like he's been you. 

422
00:23:12,960 --> 00:23:15,240
I think this is the difficulty 
in general, like once you stop 

423
00:23:15,240 --> 00:23:21,080
playing ecosystem trades over 
the the main. 

424
00:23:21,080 --> 00:23:24,120
Trade classic. 
It can be very dangerous 

425
00:23:24,120 --> 00:23:28,000
sometimes because you think you 
think Solana up. 

426
00:23:28,360 --> 00:23:30,960
I don't know whiff should be 
high or you think Solana up. 

427
00:23:30,960 --> 00:23:33,560
All these, All these. 
We start with jito, right? 

428
00:23:34,160 --> 00:23:34,760
Like. 
Right. 

429
00:23:34,760 --> 00:23:39,520
And also they're on. 
So it's something to definitely 

430
00:23:39,880 --> 00:23:44,520
be wary of. 
The right trade was just to have

431
00:23:44,520 --> 00:23:46,840
Levitts on. 
I I took it off, but I'm back 

432
00:23:46,840 --> 00:23:48,080
into it. 
I'm back into some of it. 

433
00:23:49,240 --> 00:23:50,440
I love that I. 
Still have my. 

434
00:23:51,000 --> 00:23:52,880
You're making me want to make it
all back in one trade. 

435
00:23:54,800 --> 00:23:55,960
You can. 
That's the beauty. 

436
00:23:56,520 --> 00:23:58,600
That's the that's the beauty 
that's but you could always 

437
00:23:58,600 --> 00:24:02,000
could always look all the way. 
You know you could always go the

438
00:24:02,000 --> 00:24:03,600
other way, you could also go the
other way. 

439
00:24:03,600 --> 00:24:06,320
Anyways that's some good coin 
and market recap update and 

440
00:24:06,320 --> 00:24:07,680
talk. 
So let's let's talk a little bit

441
00:24:07,680 --> 00:24:10,280
about NFTS here. 
Let's let's go through D Jens. 

442
00:24:10,280 --> 00:24:13,160
I don't know if you've you've 
been paying attention Mendo, but

443
00:24:13,160 --> 00:24:15,920
you're you know the big one 
puppets you know David David 

444
00:24:15,920 --> 00:24:20,240
going maybe going yesterday one 
puppet was like $3700 which is 

445
00:24:20,240 --> 00:24:21,960
wild. 
But if we look at across all 

446
00:24:21,960 --> 00:24:24,120
Chains right now I'm a digens 
here. 

447
00:24:24,120 --> 00:24:26,320
Of course you can check it by 
chance. 

448
00:24:26,320 --> 00:24:27,480
Let's go. 
Let's go one chain at a time. 

449
00:24:27,480 --> 00:24:30,280
So let's start with with with 
ETH. 

450
00:24:30,560 --> 00:24:32,800
There's this collection that 
nobody like. 

451
00:24:32,800 --> 00:24:35,240
A lot of the collections that 
have been going insane are also 

452
00:24:35,240 --> 00:24:38,920
tied to the ERC 4/4 by the way. 
So I don't know if you you saw 

453
00:24:38,920 --> 00:24:41,960
that but there was the the 
Pandora collection. 

454
00:24:42,280 --> 00:24:50,720
Wait, it's 12 ETH. 
Yeah, well, it's like it moves 

455
00:24:50,720 --> 00:24:53,520
one for one with a coin, right? 
So I get with a coin. 

456
00:24:54,480 --> 00:24:56,040
Whoa. 
Hold on. 

457
00:24:56,360 --> 00:24:58,520
Yeah, people think it's going to
Flipboard X. 

458
00:25:01,680 --> 00:25:07,920
Wait, I wow. 
Yeah, so that's that's been the 

459
00:25:07,920 --> 00:25:10,240
big main mover. 
Right, like on on Monday when we

460
00:25:10,440 --> 00:25:12,480
I did the market report on the 
NFTS on the show, dude. 

461
00:25:13,520 --> 00:25:16,560
Yeah, I mean, oh shit. 
Feels like it feels like you're 

462
00:25:16,560 --> 00:25:18,240
coping twice. 
But actually it's just the same 

463
00:25:18,240 --> 00:25:19,320
trade. 
Do you know what I mean? 

464
00:25:19,320 --> 00:25:21,960
Like, it's because you can buy 
the NFT or you can buy the got 

465
00:25:21,960 --> 00:25:25,560
it, got it, buy the coin. 
So it's not like you're sitting 

466
00:25:25,560 --> 00:25:28,160
there going like, oh, I could 
have bought the NFT or like and.

467
00:25:28,280 --> 00:25:30,040
The token, yeah. 
Yeah, yeah, like it's. 

468
00:25:30,160 --> 00:25:32,400
Yeah, it's just one major. 
It's just one major cope, right?

469
00:25:32,400 --> 00:25:34,120
It's just like, you know what? 
Like, hey, like I'm not kicking 

470
00:25:34,120 --> 00:25:37,600
you twice in the nuts mildly. 
I'm just punching you in the in 

471
00:25:37,600 --> 00:25:39,880
the nuts as hard as I can. 
One shot. 

472
00:25:40,040 --> 00:25:41,560
Yeah. 
OK, got it. 

473
00:25:41,640 --> 00:25:44,320
Exactly. 
Then you had pudgy Penguins just

474
00:25:44,320 --> 00:25:46,360
moved higher. 
After the dimensions AirDrop, 

475
00:25:46,400 --> 00:25:47,640
there are a couple of big 
sweeps. 

476
00:25:47,640 --> 00:25:49,320
Yeah. 
Remember pudgy Penguins is 

477
00:25:50,280 --> 00:25:52,000
people are. 
When I put out this thing 

478
00:25:52,000 --> 00:25:53,880
yesterday, which is like, oh, 
what is the best thing to own 

479
00:25:54,240 --> 00:25:55,720
the airdrops? 
A lot of people replied it's 

480
00:25:55,720 --> 00:25:58,360
pudgy Penguins. 
And I think there's a very good 

481
00:25:58,360 --> 00:26:02,040
case for that because OK, so 
pudgy Penguins just got 

482
00:26:02,040 --> 00:26:07,880
dimension layer 0 would be they 
have a partnership with layer 0,

483
00:26:07,880 --> 00:26:10,120
which. 
Oh, that's the W token. 

484
00:26:11,360 --> 00:26:16,280
They have a partnership with ZK 
Sync, which has got a AirDrop 

485
00:26:16,280 --> 00:26:18,360
coming. 
They have a partnership with 

486
00:26:18,360 --> 00:26:21,080
Magic Eden, which has got an 
AirDrop coming. 

487
00:26:21,080 --> 00:26:27,080
Oh yeah, they and all of these 
as well could have ongoing 

488
00:26:27,080 --> 00:26:29,520
airdrops. 
So like people are really 

489
00:26:29,520 --> 00:26:34,080
looking at this as the as like 
an air drop and they might even 

490
00:26:34,080 --> 00:26:37,320
have their own token too, like 
there's a lot of speculation 

491
00:26:37,320 --> 00:26:39,720
about that, so. 
Let's go. 

492
00:26:41,000 --> 00:26:43,920
So people are getting super 
build up on pudgies just as the 

493
00:26:44,040 --> 00:26:46,360
gateway into a bunch of 
different air drops. 

494
00:26:47,560 --> 00:26:51,680
They're clearly the the NFT of 
choice of the D5 community and 

495
00:26:51,680 --> 00:26:55,840
like just to take a step back, 
D5 has come roaring back, like 

496
00:26:55,840 --> 00:27:00,160
roaring back over the last over 
the last couple of months. 

497
00:27:00,160 --> 00:27:07,440
Like if you go on to Defy, Lama 
for example, Defy is back to the

498
00:27:07,440 --> 00:27:13,080
levels from 2022. 
So like kind of around the time 

499
00:27:13,080 --> 00:27:15,640
that we saw some of the big sell
offs. 

500
00:27:15,640 --> 00:27:19,320
So we're back to the levels from
May 2022. 

501
00:27:19,400 --> 00:27:23,160
So D5 has really come back. 
A lot of this, this has been the

502
00:27:23,160 --> 00:27:27,040
restaking narrative. 
Narrative has meant that people 

503
00:27:27,040 --> 00:27:28,800
are staking more and then 
restaking. 

504
00:27:29,640 --> 00:27:33,360
But the D5 TBL is back to 63 
billion. 

505
00:27:35,160 --> 00:27:38,520
Yeah. 
In let's have a look in in in 

506
00:27:38,520 --> 00:27:41,720
October that was at 36 billion. 
Wow. 

507
00:27:42,200 --> 00:27:47,000
So it gives you a sense of we've
we've basically had nearly a 2X 

508
00:27:47,000 --> 00:27:52,080
in D5 TBL. 
A lot of that has been multi 

509
00:27:52,080 --> 00:27:54,840
chain as well. 
A lot of that is this restaking 

510
00:27:54,840 --> 00:27:57,240
narrative. 
So D5 has come roaring back. 

511
00:27:57,240 --> 00:27:58,840
That's where a lot of the air 
drops have come from. 

512
00:28:00,960 --> 00:28:04,120
I I do feel like a lot of this 
is like Ponzi upon Ponzi. 

513
00:28:04,120 --> 00:28:08,560
So I do think that it's a it's 
perhaps not the healthiest TVL 

514
00:28:08,560 --> 00:28:13,160
rise I've ever seen but at the 
same time it's it's come back 

515
00:28:13,160 --> 00:28:17,600
very strong and five GS is the 
D5 OGMNT right? 

516
00:28:17,600 --> 00:28:18,480
Like what? 
Happened. 

517
00:28:18,520 --> 00:28:23,720
The crypto the CT versus like 
NFT Twitter Pudgy you know was 

518
00:28:23,720 --> 00:28:26,080
always that in 21 it was always 
that. 

519
00:28:27,000 --> 00:28:28,680
I mean the lyrics remember the 
story. 

520
00:28:28,680 --> 00:28:31,600
Fucking Primo bought pudgy 
Penguin wizard hats for the 

521
00:28:31,600 --> 00:28:35,080
entire company early on and they
all have like no literally like 

522
00:28:35,080 --> 00:28:36,360
he was writing about. 
It's like when there were 

523
00:28:36,360 --> 00:28:38,880
nothing. 
So I'm I'm happy like I, you 

524
00:28:38,880 --> 00:28:42,400
know, as as much as some other 
trade could be painful like my 

525
00:28:42,400 --> 00:28:46,320
pudgy's that I bought 2 out of 
for six heath total when ETH was

526
00:28:46,320 --> 00:28:48,600
way lower. 
Like had I gone that dime, that 

527
00:28:48,600 --> 00:28:51,040
dim thing which I didn't was 
like 20 grand would have, would 

528
00:28:51,040 --> 00:28:53,720
have paid for my 2 pudgies 4 
times over already. 

529
00:28:55,000 --> 00:28:57,840
And you have all this coming, so
it incentivizes you to huddle. 

530
00:28:57,840 --> 00:29:00,720
And there's only 323 pudgy 
Penguins out of 8000 listed 

531
00:29:00,720 --> 00:29:04,560
right now. 
So it's the like sellers are 

532
00:29:04,560 --> 00:29:07,960
running out tokens. 
It's definitely, It's definitely

533
00:29:08,760 --> 00:29:12,480
an interesting way to play the 
AirDrop narrative, right? 

534
00:29:12,480 --> 00:29:13,880
Like a lot of them have been 
playing. 

535
00:29:13,880 --> 00:29:17,160
You play one coin and then you 
stake it pudgies, you can just 

536
00:29:17,160 --> 00:29:20,920
own it as themselves, which is 
already crushing you and you get

537
00:29:20,920 --> 00:29:22,000
access to all these different 
airdrops. 

538
00:29:22,000 --> 00:29:24,640
So people are getting very 
bullish on pudgies again, even 

539
00:29:24,640 --> 00:29:28,040
off the dimension, they're like,
right, we've got ZK, we've got 

540
00:29:28,640 --> 00:29:32,000
layer zero, we've got magic 
Eden, and they'll probably be 

541
00:29:32,000 --> 00:29:33,640
like 3 or 4 them already 
missing. 

542
00:29:33,640 --> 00:29:35,840
So people are definitely getting
bullish on that. 

543
00:29:36,560 --> 00:29:38,320
And there's a few other NFCS 
like that, right? 

544
00:29:38,320 --> 00:29:43,760
Like you have mad lads. 
The pith like V2 air drops are 

545
00:29:43,760 --> 00:29:46,640
now starting to happen. 
I think it's like 150 million 

546
00:29:46,720 --> 00:29:51,080
million of air drops there. 
So people are getting bullish on

547
00:29:51,680 --> 00:29:53,640
what they will get. 
I don't know if it was yet 

548
00:29:53,640 --> 00:29:55,880
announced what they're going to 
get, but they're definitely 

549
00:29:55,880 --> 00:29:59,960
going to get a bag of that. 
And then you had, you have 

550
00:29:59,960 --> 00:30:02,120
obviously like Tensor the 
Tensorian. 

551
00:30:02,240 --> 00:30:06,880
So there's a few ways to play it
in NFTS, but it does feel like 

552
00:30:06,880 --> 00:30:11,360
the obvious one is is is is 
Project Penguin. 

553
00:30:11,360 --> 00:30:13,440
So. 
So yeah, those those have 

554
00:30:13,440 --> 00:30:17,360
rallied. 
Those are back up to 18 ETH, up 

555
00:30:17,360 --> 00:30:20,360
15% on the day and the little 
pudgies are up similarly. 

556
00:30:20,360 --> 00:30:24,720
So that's been a decent year in 
ETH NFTS. 

557
00:30:24,720 --> 00:30:27,600
Obviously nobody, which is that 
recent mint has done well as 

558
00:30:27,600 --> 00:30:32,040
well, but. 
Check this out. 

559
00:30:32,520 --> 00:30:39,120
I'm just looking at Punk That 
059's Shit Defrogs, a new ERC 

560
00:30:39,120 --> 00:30:42,480
four O 4 token has hit a floor 
of 1.3 ETH with sales as high as

561
00:30:42,480 --> 00:30:49,080
two ETH. 
It's just a derivative of D 

562
00:30:49,080 --> 00:30:53,400
Gods, but in Frogs I have none. 
I'm just saying this is 7 

563
00:30:53,400 --> 00:30:55,640
minutes ago we posted it. 
This is hilarious. 

564
00:30:56,720 --> 00:31:02,800
Like there is there is so much 
money again, Mando being made in

565
00:31:02,800 --> 00:31:04,920
the space. 
Seriously. 

566
00:31:04,960 --> 00:31:08,360
Like the second you take your 
face out of a sandbag that 

567
00:31:08,360 --> 00:31:09,680
you're in, not you. 
I'm sorry. 

568
00:31:09,680 --> 00:31:11,640
In general, anyone that could be
me with jupe could be anyone 

569
00:31:11,640 --> 00:31:13,280
with things. 
It's like, OK, like take the 

570
00:31:13,280 --> 00:31:15,520
fucking loss of the chin and 
look up, you know what I mean? 

571
00:31:15,880 --> 00:31:18,960
Or like take the win somewhere 
and go get it somewhere else. 

572
00:31:18,960 --> 00:31:20,400
Right. 
Don't have to overextend the 

573
00:31:20,400 --> 00:31:23,640
win, right? 
There's so much going on 

574
00:31:23,640 --> 00:31:28,200
everywhere, trading wise, 
whether it's ETH, NFTS, Altos, 

575
00:31:28,360 --> 00:31:30,960
Solana and Sequel look a little 
cool down on that front. 

576
00:31:30,960 --> 00:31:33,800
But Solana, the the token itself
is going fucking crazy, right? 

577
00:31:35,280 --> 00:31:39,560
And then on on Bitcoin, I mean 
Bitcoin the the the ordinal 

578
00:31:39,560 --> 00:31:42,440
sign. 
At the moment, Mando is just 

579
00:31:42,440 --> 00:31:45,560
going insane like all things 
ordinals. 

580
00:31:45,560 --> 00:31:47,680
Everything's pumping. 
Did you did you get your cat by 

581
00:31:47,680 --> 00:31:48,840
the way? 
Did you see which cat you had in

582
00:31:48,840 --> 00:31:52,880
the end? 
Yeah, I I was away so I didn't 

583
00:31:52,880 --> 00:31:54,720
have a look at it, but let me 
let me have a look at which one 

584
00:31:54,720 --> 00:31:55,640
I got. 
Let's see what you got. 

585
00:31:55,640 --> 00:31:57,600
Is it in my wallet? 
Yeah, yeah, they've been 

586
00:31:57,600 --> 00:32:01,000
distributed I think a couple 
days ago or yesterday. 

587
00:32:03,320 --> 00:32:07,000
But you know, while you're 
looking for that RSIC, right now

588
00:32:07,000 --> 00:32:12,320
I'm looking at the magic Eden 
Front .128, Bitcoin. 

589
00:32:12,440 --> 00:32:14,920
The thing is, all of these 
things are up, guys with Bitcoin

590
00:32:15,040 --> 00:32:19,640
that printed a $2000 candle 
since yesterday like it's crazy.

591
00:32:19,640 --> 00:32:23,400
So you have like, so for example
the RSIC right now at point 

592
00:32:23,400 --> 00:32:31,120
twelve 8 * 45 three, OK, you're 
looking at a 56 fifty $800 

593
00:32:31,120 --> 00:32:38,000
AirDrop Mando, so $5800, right? 
Divide that by 2450 ETH rice. 

594
00:32:38,360 --> 00:32:42,760
So that's a 2.3 ETH. 
Air dropped to people just for 

595
00:32:42,760 --> 00:32:44,840
having like a few ordinals, 
right? 

596
00:32:44,840 --> 00:32:46,240
They version of some puppets 
went on. 

597
00:32:46,240 --> 00:32:49,720
Like when's the last time Mando 
that we saw an AirDrop worth 

598
00:32:49,720 --> 00:32:51,960
like 2 1/2 ETH like that from an
NFT collection? 

599
00:32:52,000 --> 00:32:55,440
I don't think it's happened 
since like the the elementals on

600
00:32:55,440 --> 00:32:57,400
on the izuki front. 
Like it's pretty wild when you 

601
00:32:57,400 --> 00:33:00,000
think about it that way. 
Oh that's a nice cat. 

602
00:33:00,000 --> 00:33:01,720
Minus got a nice cat. 
I like that. 

603
00:33:01,720 --> 00:33:03,560
That's cute. 
That's nice. 

604
00:33:04,200 --> 00:33:05,960
Yeah. 
I think it's nice and and so 

605
00:33:05,960 --> 00:33:08,400
Speaking of the quantum cats 
like think about capital 

606
00:33:08,400 --> 00:33:10,840
injection right. 
Like that was a .1 Bitcoin mint.

607
00:33:12,000 --> 00:33:15,120
Our guess is on the show by the 
way when you went around with OV

608
00:33:15,120 --> 00:33:16,760
was like that it opens at .25 
ish. 

609
00:33:17,120 --> 00:33:19,520
It opened around that one 2.35 
ish. 

610
00:33:19,520 --> 00:33:22,840
Now it's at .28 Bitcoin like, 
but bitcoin's up. 

611
00:33:23,440 --> 00:33:27,080
Like it's so wild. 
Like how much more of this in 

612
00:33:27,080 --> 00:33:30,120
dollars? 
Man it's 12.6 dollars. 

613
00:33:31,720 --> 00:33:33,240
Oh yeah, yeah I can just go 
there. 

614
00:33:33,240 --> 00:33:34,600
I can. 
I just forget you guys show U.S.

615
00:33:34,600 --> 00:33:40,640
dollars. 
So 12.7, it's it's it's really 

616
00:33:40,640 --> 00:33:43,680
crazy like the amount of money 
being created and generated on 

617
00:33:43,680 --> 00:33:45,040
this. 
Like I know so many people 

618
00:33:45,040 --> 00:33:46,600
cooking on RSI see right now 
bro. 

619
00:33:47,000 --> 00:33:49,760
Dude, remember that guy that 
swept like $300,000 worth like 

620
00:33:49,760 --> 00:33:52,120
like point O75 and posted it 
like this weekend? 

621
00:33:53,000 --> 00:33:58,400
Like this guy's up like 6 
figures on the Bitcoin you. 

622
00:33:58,400 --> 00:34:00,360
Can really run like you, you, 
you. 

623
00:34:00,440 --> 00:34:01,840
This is just how crypto is 
right? 

624
00:34:01,840 --> 00:34:08,159
Like once a Ponzi gets going, 
like it's but like there's no, I

625
00:34:08,880 --> 00:34:10,280
love that. 
It's not like it's a lot of 

626
00:34:10,320 --> 00:34:12,719
people are put in that money. 
It's like we have literally 

627
00:34:12,719 --> 00:34:16,199
created value out of nothing. 
Like dimension has just been 

628
00:34:16,199 --> 00:34:19,679
created out of nothing and 
suddenly it's 7 billion, right? 

629
00:34:19,960 --> 00:34:23,000
Just think about that. 
And then people can bet on that.

630
00:34:23,320 --> 00:34:26,320
They can use that as collateral.
They they use that for their own

631
00:34:26,320 --> 00:34:30,080
portfolio. 
Like that's how if I was given 

632
00:34:30,080 --> 00:34:32,360
dimension air drop, I might take
more risk in another place. 

633
00:34:32,360 --> 00:34:35,440
So suddenly you see, This is why
I was saying the other day that 

634
00:34:35,440 --> 00:34:39,040
like when you have these massive
air drops suddenly coming into 

635
00:34:39,040 --> 00:34:43,159
the market, the Ponzi can just 
keep going because people think 

636
00:34:43,159 --> 00:34:44,239
they can take more and more 
risk. 

637
00:34:44,560 --> 00:34:49,360
Now it is having gone through 
like at least one cycle kind of 

638
00:34:49,360 --> 00:34:55,080
arguably too now like you feel 
you, you you see how all of this

639
00:34:55,080 --> 00:34:57,320
can also very easily collapse, 
right? 

640
00:34:57,320 --> 00:35:00,440
Like once once things start 
falling, everything starts. 

641
00:35:00,440 --> 00:35:01,800
Falling. 
I mean, we saw it happening in 

642
00:35:01,880 --> 00:35:04,240
front of us and to us, right? 
Right. 

643
00:35:04,240 --> 00:35:09,760
But but This is why crypto can 
can just can just really go a 

644
00:35:09,760 --> 00:35:12,040
lot higher when you have these 
sort of air drops because once 

645
00:35:12,040 --> 00:35:16,520
these people start making money 
out of nothing, they can really 

646
00:35:16,520 --> 00:35:19,440
start running stuff up across 
the board. 

647
00:35:19,440 --> 00:35:23,720
So yeah, we're starting to see 
that a little bit some some 

648
00:35:23,720 --> 00:35:27,640
really frothy price action in in
a bunch of different things, 

649
00:35:28,960 --> 00:35:31,840
things increasingly not making 
sense, I think in terms of 

650
00:35:31,840 --> 00:35:35,760
evaluations, but that's OK. 
I think that's. 

651
00:35:36,560 --> 00:35:39,960
OK. 
Well, I think you can mix of it,

652
00:35:39,960 --> 00:35:41,800
right? 
Like like if you if you try and 

653
00:35:41,800 --> 00:35:44,480
make sense of these things, I 
think it's kind of silly. 

654
00:35:45,240 --> 00:35:47,960
So it's best to pick narratives 
and pick ones. 

655
00:35:48,840 --> 00:35:51,400
I have to say that I have not 
been trading that well for the 

656
00:35:51,400 --> 00:35:53,960
last for the last month or like 
I had a really good trade with 

657
00:35:53,960 --> 00:35:58,840
that Solana trade, but then like
I had a much better trade and I 

658
00:35:58,840 --> 00:36:03,280
didn't make as much. 
And then what I think is that I 

659
00:36:03,280 --> 00:36:05,480
just need to think a little bit 
like one step ahead. 

660
00:36:05,480 --> 00:36:09,160
So the reason I put on the Audi 
trade or put on some of these 

661
00:36:09,160 --> 00:36:11,080
Bitcoin ordinals traders because
they feel like they're down a 

662
00:36:11,080 --> 00:36:13,880
lot, some of those BRC 20s and 
they're gonna let it come back 

663
00:36:13,880 --> 00:36:15,400
pretty strong. 
But if you can catch one of 

664
00:36:15,400 --> 00:36:20,480
these early, they can really 
move and then the momentum can 

665
00:36:20,480 --> 00:36:22,920
be kind of insane on the on some
of them, so. 

666
00:36:25,280 --> 00:36:29,200
Yeah. 
Like I mentioned, it's about to 

667
00:36:29,240 --> 00:36:34,160
hit 8 billion. 
Meanwhile, here is at 54.2 

668
00:36:34,160 --> 00:36:37,560
cents. 
It's you could sense of 

669
00:36:37,560 --> 00:36:39,040
frustration. 
Look, I put the trade on the 

670
00:36:39,040 --> 00:36:41,480
show and I talked about it, so 
everybody can probably guess at 

671
00:36:41,480 --> 00:36:44,560
this time, at this point, like 
you know how damn bad we are. 

672
00:36:44,560 --> 00:36:46,240
But it's not damn bad. 
It's just, you know, when you 

673
00:36:46,240 --> 00:36:50,360
huddle, you don't lose. 
You know, you just live long 

674
00:36:50,360 --> 00:36:51,640
enough to become a community 
member. 

675
00:36:52,880 --> 00:36:55,160
You know it's something. 
That I'm refusing to be a 

676
00:36:55,160 --> 00:36:56,080
community member. 
That's. 

677
00:36:56,920 --> 00:36:59,120
You know genuinely how I 
approach this and then I do want

678
00:36:59,120 --> 00:37:00,960
to talk for like 10 minutes with
you about Forecaster and shit. 

679
00:37:00,960 --> 00:37:03,000
We can go on and then give the 
$1000 to the folks. 

680
00:37:04,240 --> 00:37:06,440
But. 
The way I approach this is like 

681
00:37:06,440 --> 00:37:08,600
I'm going to give it a a little 
bit more time because I'm not 

682
00:37:08,600 --> 00:37:11,720
also like shaking in my boots 
like Oh my God, this is going to

683
00:37:11,720 --> 00:37:16,840
go to 0, right? 
I I I just like, I think like 

684
00:37:16,840 --> 00:37:18,680
I'm going to give it a little 
bit of time to like adjust 

685
00:37:18,680 --> 00:37:20,840
itself and hopefully it catches 
on. 

686
00:37:20,840 --> 00:37:23,520
Like you know maybe people have 
placed our position on Solana 

687
00:37:23,520 --> 00:37:25,520
because the underlying tokens 
doing very well and a lot of the

688
00:37:25,560 --> 00:37:28,360
Eco's not as much. 
So like you know if you get 

689
00:37:28,360 --> 00:37:31,240
Solana trying to break trying 
to, you know it's a 126, right. 

690
00:37:31,240 --> 00:37:33,680
Was the previous high to try to 
try to break that. 

691
00:37:34,520 --> 00:37:36,520
A part of me is like, OK, well, 
maybe that's going to rally on 

692
00:37:36,520 --> 00:37:38,480
the back of it and maybe that's 
coke, by the way. 

693
00:37:38,600 --> 00:37:41,720
Like, maybe it's like Max Payne 
is that Solana rallies breaks at

694
00:37:41,720 --> 00:37:45,920
1:20 to 6:00 marks skyrockets to
143 to 150, which is like Next 

695
00:37:45,920 --> 00:37:49,760
up and then Jupiter just stays 
at 55 to 70 cents, like that's 

696
00:37:49,760 --> 00:37:52,640
Max Payne, right. 
So that could also happen, but 

697
00:37:52,640 --> 00:37:53,720
that's kind of how I'm 
approaching it. 

698
00:37:53,720 --> 00:37:55,320
So I'm going to take it day by 
day and like probably make a 

699
00:37:55,320 --> 00:37:58,600
decision by end of week and then
just cut it and go, you know, I 

700
00:37:58,600 --> 00:38:03,760
think that's that's the move. 
Yeah, I think the difference 

701
00:38:03,760 --> 00:38:08,640
between Jupiter and being a 
community member of a ship coin 

702
00:38:09,240 --> 00:38:14,640
is that Jupiter I think has got 
a lot coming but but but I don't

703
00:38:14,640 --> 00:38:16,280
like it when things don't make 
sense to me. 

704
00:38:18,560 --> 00:38:21,360
It makes noise like even Obi was
like, well, he kept bringing 

705
00:38:21,360 --> 00:38:23,320
back the fact that it's true, 
there was a lot of fun, but The 

706
00:38:23,320 --> 00:38:26,480
thing is where at this stage 
where, like they've. 

707
00:38:28,560 --> 00:38:31,200
Like what was the thought? 
Well, the thought was a smell, 

708
00:38:31,200 --> 00:38:32,440
right? 
Like the morning he came on here

709
00:38:32,440 --> 00:38:34,280
was insane. 
Like it was like, you remember, 

710
00:38:34,280 --> 00:38:35,240
like it was there. 
It was crazy. 

711
00:38:35,240 --> 00:38:36,680
It was not even, it was actually
8 days ago. 

712
00:38:36,680 --> 00:38:39,320
Right. 
So it's like, so there there's 

713
00:38:39,320 --> 00:38:42,400
that, right. 
But at this stage they've that 

714
00:38:42,400 --> 00:38:45,040
happened there didn't take the 
money that people said they did.

715
00:38:45,040 --> 00:38:47,720
They left $63 million on the 
thing out of 73 mil taken. 

716
00:38:48,040 --> 00:38:52,160
So it's it's not it's not right.
It's not the same thing. 

717
00:38:52,160 --> 00:38:54,040
But hey, like, I don't blame 
people for putting their money 

718
00:38:54,040 --> 00:38:55,280
in something else. 
There's money everywhere. 

719
00:38:55,280 --> 00:38:57,800
But anyways, it's going to be an
interesting trade to follow. 

720
00:38:58,800 --> 00:39:02,040
If you got the Deep Eye Llama 
right now, yeah, and you go to 

721
00:39:02,040 --> 00:39:04,880
volumes. 
It's always number one, like 

722
00:39:04,880 --> 00:39:07,560
it's been #1 so much. 
You go to aggregator 

723
00:39:08,080 --> 00:39:10,640
aggregators, it's done 
575,000,000 where. 

724
00:39:10,640 --> 00:39:12,680
Do you want me to go here? 
I'm here. 

725
00:39:12,680 --> 00:39:14,840
Come. 
On you go to volume, go down to 

726
00:39:14,840 --> 00:39:18,840
the bottom, no, no, on the left 
hand side, go go down to volume,

727
00:39:20,240 --> 00:39:25,240
no down, down, down, down, down,
down down Volumes aggregator. 

728
00:39:26,240 --> 00:39:28,320
It's always. 
It's just the number one. 

729
00:39:28,400 --> 00:39:30,480
It's right there. 
And then do compare it to 

730
00:39:30,560 --> 00:39:32,720
chains. 
So go to volumes and then 

731
00:39:32,720 --> 00:39:39,200
chains, so go to the left hand 
side again actually. 

732
00:39:39,560 --> 00:39:41,360
Compare chains. 
No, you don't compare it like. 

733
00:39:41,360 --> 00:39:42,600
Look at. 
That's all of them, right? 

734
00:39:42,840 --> 00:39:44,680
Or. 
No, no, no, no. 

735
00:39:45,000 --> 00:39:47,200
Go to volumes and go to volumes 
again. 

736
00:39:48,160 --> 00:39:54,880
Just click volume, click 
Overview, Overview or Chains 

737
00:39:54,880 --> 00:40:00,120
actually next to see below it 
says Chains so and go down so 

738
00:40:00,120 --> 00:40:09,280
like it's doing more volume as a
DAP than Arbitrum, Finance, 

739
00:40:09,480 --> 00:40:17,280
Chain Suey, Bind basically, 
which puts you like it gives you

740
00:40:17,280 --> 00:40:19,240
a sense of like, yeah. 
You. 

741
00:40:19,520 --> 00:40:22,920
Literally. 
The pain is so bad to see that, 

742
00:40:22,920 --> 00:40:26,760
like, it just hurts. 
To see that so like, but that's 

743
00:40:26,760 --> 00:40:27,720
the thing. 
It's not a shit coin. 

744
00:40:27,840 --> 00:40:30,600
So like it's clearly a lot of 
stuff's happening. 

745
00:40:30,600 --> 00:40:34,680
Like there was some FUD, but 
like come on like this is well 

746
00:40:34,800 --> 00:40:36,400
compare that. 
Like the dimension. 

747
00:40:36,400 --> 00:40:39,680
Like dimension. 
No one's using dimension but but

748
00:40:41,000 --> 00:40:44,080
you're probably 8 billion. 
Not that's not a FUD to 

749
00:40:44,080 --> 00:40:46,720
dimension. 
But like, I don't think you 

750
00:40:46,720 --> 00:40:49,480
can't really make sense of that.
But that's crypto though, right?

751
00:40:49,480 --> 00:40:51,040
It's beautiful. 
I love it. 

752
00:40:51,360 --> 00:40:52,720
I love it. 
You know what I mean? 

753
00:40:52,800 --> 00:40:55,080
It's that's crypto for you. 
It's like, you know, fuck it, 

754
00:40:55,080 --> 00:40:58,400
you know, I even it's Max Payne.
That's it's happens to your 

755
00:40:58,400 --> 00:41:01,120
coin, like, you know, my coin in
that, in that case, it's like 

756
00:41:01,120 --> 00:41:03,160
it's like crazy because I've 
been in coins before that made 

757
00:41:03,160 --> 00:41:05,200
no sense but went up and I'm 
like, hell yeah. 

758
00:41:05,200 --> 00:41:07,080
And people like, well, that 
makes no sense, right? 

759
00:41:07,080 --> 00:41:09,920
So it's like, heck, most of the 
world still says the whole 

760
00:41:09,920 --> 00:41:14,760
crypto thing doesn't make sense.
So anyways, that's that's just 

761
00:41:15,040 --> 00:41:18,120
that's just what it is. 
And I will on the next episode 

762
00:41:18,120 --> 00:41:20,880
of of what happens to Pharaoh 
Troop, you know, we'll see what 

763
00:41:20,880 --> 00:41:21,560
happens. 
OK. 

764
00:41:21,560 --> 00:41:26,000
Well, tomorrow I'll, I'll follow
up on tomorrow and I'll follow 

765
00:41:26,000 --> 00:41:28,240
up with you guys on Monday. 
But stay tuned. 

766
00:41:28,320 --> 00:41:30,120
Stay tuned. 
You should ask. 

767
00:41:30,400 --> 00:41:32,800
You should ask me out for like 
like a hat like you. 

768
00:41:32,920 --> 00:41:34,680
You're like going to be an 
official community member, it 

769
00:41:34,680 --> 00:41:37,480
feels like. 
Honestly, I wonder I should at 

770
00:41:37,520 --> 00:41:39,200
least get a Discord role right? 
Like I should. 

771
00:41:39,360 --> 00:41:42,520
I should be like community 
member, I told Mail this morning

772
00:41:42,520 --> 00:41:45,320
I was like get it back on the 
show and met for I answered back

773
00:41:45,320 --> 00:41:47,640
an hour ago because let's do it 
next week you'll come back. 

774
00:41:47,640 --> 00:41:50,040
Next week you'll be fun. 
I I actually had so much fun 

775
00:41:50,040 --> 00:41:52,800
with me on the show. 
It was great. 

776
00:41:52,800 --> 00:41:55,680
Anyways, in other news, just 
want to close out, but first, 

777
00:41:55,680 --> 00:41:59,840
but first, but first everybody, 
we need to talk and I'm talking 

778
00:41:59,840 --> 00:42:04,680
about us and you guys down in 
the audience or looking at us on

779
00:42:04,680 --> 00:42:06,320
just like over 100 people always
in the morning. 

780
00:42:06,920 --> 00:42:10,040
We're at 4750 followers on Film 
Wire. 

781
00:42:10,160 --> 00:42:14,120
OK we need to hit that 5000 
mark, that's that's for sure. 

782
00:42:14,200 --> 00:42:16,600
And we're giving away $1000 a 
day. 

783
00:42:17,040 --> 00:42:20,280
Every single day I wake up at 
check price, good price. 

784
00:42:20,280 --> 00:42:22,960
But I also wake up and give 
$1000 on FOMO hour. 

785
00:42:23,360 --> 00:42:28,560
So we need make sure that y'all 
enter by following at FOMO hour 

786
00:42:28,560 --> 00:42:30,840
here, OK? 
And make sure that you also 

787
00:42:30,840 --> 00:42:34,120
follow in of course our partners
making this possible, you know, 

788
00:42:34,120 --> 00:42:35,400
giving us all this money to give
to you. 

789
00:42:35,400 --> 00:42:39,040
For what it's worth, Robicom 
right there and make sure that 

790
00:42:39,040 --> 00:42:41,680
you're retweeting the main tweet
every morning. 

791
00:42:41,680 --> 00:42:43,720
So it's this one, this purple 
box at the bottom right. 

792
00:42:43,720 --> 00:42:45,160
You retweet it and you have to 
be in the space. 

793
00:42:45,160 --> 00:42:47,840
I see 300 tweets for now. 
We're not gonna do give away now

794
00:42:47,840 --> 00:42:50,520
but we're gonna do in 10 minutes
and we're gonna give $1000 to 

795
00:42:50,520 --> 00:42:53,240
someone that makes an account. 
We credit you same day by the 

796
00:42:53,240 --> 00:42:57,600
way all the giveaways are always
paid out day of thanks to burn 

797
00:42:57,600 --> 00:43:01,440
Doggler and the back end. 
You know Speaking of community 

798
00:43:01,440 --> 00:43:04,840
members you know this community 
manager with best in the game. 

799
00:43:05,040 --> 00:43:08,680
Best in the game right. 
Both rank and rock radio love to

800
00:43:08,720 --> 00:43:13,680
see that and and and anyway So 
what we're doing that every day 

801
00:43:13,680 --> 00:43:17,360
so make sure that make sure that
you guys follow us and you know 

802
00:43:17,360 --> 00:43:18,800
show us some love. 
Let's let's break 5. 

803
00:43:18,840 --> 00:43:21,240
Right, Mando. 
It's 5000 much to ask. 

804
00:43:22,120 --> 00:43:25,800
It's not much, right 250 more? 
No, it's not so bad all. 

805
00:43:26,200 --> 00:43:27,520
Right. 
Like what's Mando minutes at? 

806
00:43:29,200 --> 00:43:31,440
Like 5 two or something. 
There you go. 

807
00:43:31,480 --> 00:43:36,400
So both of them just flip 
Bitcoin now, so bring them up on

808
00:43:36,400 --> 00:43:39,000
Bitcoin. 
Speaking of subscribers, stay on

809
00:43:39,000 --> 00:43:40,360
this. 
You don't mind though? 

810
00:43:41,200 --> 00:43:45,720
I'm a big forecaster guy now you
know you left for a few days you

811
00:43:45,720 --> 00:43:49,920
came back and and and I'm on to 
I'm on I'm on to the sings dude 

812
00:43:50,000 --> 00:43:51,680
I I am hooked. 
I'm addicted. 

813
00:43:51,840 --> 00:43:57,360
You know when, when, when, when,
rekt mendo you know Mendo 

814
00:43:57,360 --> 00:44:02,040
minutes forecaster account? 
Someone else mentioned this to 

815
00:44:02,040 --> 00:44:05,120
me like I need to be on there. 
I just it's not that I don't 

816
00:44:05,120 --> 00:44:07,840
think it can be valuable, like 
I'm not trying to like spit in 

817
00:44:07,840 --> 00:44:13,200
the face of of forecast. 
So I just, I just don't know if 

818
00:44:13,200 --> 00:44:18,320
I can be bothered to like it 
feels when I the experience to 

819
00:44:18,320 --> 00:44:20,640
me feels very similar to 
Twitter. 

820
00:44:21,280 --> 00:44:23,480
Yeah, but. 
That's a thing, right? 

821
00:44:24,800 --> 00:44:27,960
Right, but that's I guess what 
I'm trying to say is I don't 

822
00:44:27,960 --> 00:44:31,040
really feel like I need to like 
just duplicate the same content.

823
00:44:31,720 --> 00:44:35,880
I'd probably post like twice, 
three times a day Max. 

824
00:44:37,560 --> 00:44:40,720
Like, I'm just not going to post
like 6 * a day, you know? 

825
00:44:40,720 --> 00:44:44,240
So like, maybe I'll just wait 
for like it to become even big. 

826
00:44:44,280 --> 00:44:45,720
I don't know. 
You can tell me to put Manda 

827
00:44:45,720 --> 00:44:47,200
minutes on there. 
I guess I could. 

828
00:44:47,200 --> 00:44:49,120
Like that's easy content for me 
to just repost. 

829
00:44:49,280 --> 00:44:53,600
But yeah, maybe I will. 
Maybe I. 

830
00:44:53,640 --> 00:44:57,960
Will you got it? 
So I have to do it on my phone? 

831
00:44:58,240 --> 00:44:59,600
Is that is that the? 
Oh, it's no. 

832
00:44:59,600 --> 00:45:00,160
You can do it. 
Where? 

833
00:45:00,560 --> 00:45:03,160
So this app that I'm showing 
right now on the computer, 

834
00:45:03,160 --> 00:45:06,800
that's Warpcast, so you can 
literally get warpcast.com. 

835
00:45:07,280 --> 00:45:08,280
It's a. 
It's a website. 

836
00:45:08,960 --> 00:45:10,840
Yeah, no, but when I try to get 
it. 

837
00:45:11,360 --> 00:45:15,120
So from your device you log in 
like sort of make you scan AQR 

838
00:45:15,120 --> 00:45:17,520
code and then on your screen it 
logs you in. 

839
00:45:17,880 --> 00:45:19,840
Kind of like Kuko in in some of 
these exchanges, you know how 

840
00:45:19,840 --> 00:45:21,080
you have to like take a. 
Photo is it? 

841
00:45:21,840 --> 00:45:24,760
Is it only on? 
Chrome. 

842
00:45:24,760 --> 00:45:27,400
Oh, it's a website. 
Yeah, it's pretty cool. 

843
00:45:27,400 --> 00:45:29,560
But anyways, So what I like 
here, I'll show you. 

844
00:45:29,560 --> 00:45:30,760
I'll tell you why I like it for 
you. 

845
00:45:30,760 --> 00:45:32,040
So I made the paragraph account,
right? 

846
00:45:32,040 --> 00:45:34,240
Paragraph. 
Is this like Forecaster native 

847
00:45:34,880 --> 00:45:37,120
newsletter tool, right? 
And you can. 

848
00:45:37,120 --> 00:45:39,040
There's a difference between 
reading online, which is like 

849
00:45:39,040 --> 00:45:41,560
redirects you to the website, 
but also reading inline. 

850
00:45:41,560 --> 00:45:43,320
And that's something I really 
like about Forecaster for 

851
00:45:43,320 --> 00:45:46,160
example, and allows you to like 
write a newsletter, let's say 

852
00:45:46,160 --> 00:45:49,640
mando minutes and people can 
just read it live on the 

853
00:45:49,640 --> 00:45:51,400
platform natively itself like 
this. 

854
00:45:51,840 --> 00:45:54,720
And then just subscribe in one 
button and boom to subscribe to 

855
00:45:54,720 --> 00:45:57,080
you. 
And that changes everything in 

856
00:45:57,080 --> 00:46:00,400
my opinion when it comes to like
online shopping subscriptions, 

857
00:46:01,120 --> 00:46:04,000
RSVPS, 4 events. 
It's just that that to me what's

858
00:46:04,000 --> 00:46:07,240
interesting what RSC exploded 
forecaster recently Mando like 

859
00:46:07,240 --> 00:46:08,880
you've seen it like Solver 
timeline, they're doing like 

860
00:46:08,880 --> 00:46:12,240
60,000 DAUS now is really the 
fact that like the frames. 

861
00:46:12,680 --> 00:46:15,040
And that's why I think that a 
lot of people should hop on to 

862
00:46:15,040 --> 00:46:17,560
this is because is there's so 
much being built. 

863
00:46:17,840 --> 00:46:19,960
And I wrote like a thing, like 
my 7 reasons why. 

864
00:46:19,960 --> 00:46:21,080
You know, I'm bullish on 
Forecaster. 

865
00:46:21,080 --> 00:46:25,920
And it was funny, Mando. 
Like, I have to say, you in the 

866
00:46:25,920 --> 00:46:29,280
click of a button, you make a, 
you make a, you make a 

867
00:46:29,280 --> 00:46:32,360
newsletter, and then people can 
subscribe right, right away. 

868
00:46:32,360 --> 00:46:34,840
And there's 300 subscribers to 
my paragraph thing. 

869
00:46:34,840 --> 00:46:37,000
And all I'm doing is like 
writing my thoughts. 

870
00:46:37,000 --> 00:46:41,240
And instead of writing a thread,
I upload a paragraph. 

871
00:46:41,400 --> 00:46:44,400
Like a like, I don't really run 
a newsletter, you know what I 

872
00:46:44,400 --> 00:46:45,200
mean? 
It's not my thing. 

873
00:46:45,200 --> 00:46:46,800
I don't want to be a newsletter 
person. 

874
00:46:47,320 --> 00:46:51,440
So so so again, this is me not 
knowing that much. 

875
00:46:51,440 --> 00:46:55,240
What is the difference between 
what cast frames 10 paragraph 

876
00:46:55,280 --> 00:46:57,200
Like how am I interacting with 
those three things? 

877
00:46:57,440 --> 00:47:01,240
So Warp Cast is the the 
centralized app that's being 

878
00:47:01,240 --> 00:47:03,760
built on top of forecasters. 
So Forecaster, you know is just 

879
00:47:03,760 --> 00:47:07,320
a protocol, right? 
So decentralized recall theorem,

880
00:47:07,960 --> 00:47:10,200
Warp cast is is what Dan Romero 
and his team are building. 

881
00:47:10,720 --> 00:47:15,320
And then frames is something 
that you build on top of 

882
00:47:15,320 --> 00:47:17,360
forecaster. 
It's like the name of the I 

883
00:47:17,360 --> 00:47:19,240
could always have someone 
explain better to me from a more

884
00:47:19,240 --> 00:47:22,640
text standpoint, but it's just 
like code and it allows people 

885
00:47:22,640 --> 00:47:24,240
to build tools on top of 
forecast. 

886
00:47:24,240 --> 00:47:27,440
So for example, like there's 
people that do frames that build

887
00:47:27,440 --> 00:47:31,760
frames for like podcasts, right?
Like for example, soon what I'm 

888
00:47:31,760 --> 00:47:35,120
working on right now Mando our 
morning show, I'm going to get 

889
00:47:35,120 --> 00:47:37,400
it broadcasted on forecast or 
using a frame. 

890
00:47:38,960 --> 00:47:40,520
And how do I see the different 
frames? 

891
00:47:40,600 --> 00:47:42,120
Like how do I see the different 
things being built? 

892
00:47:42,200 --> 00:47:44,840
It's here, so this is a frame 
for example, so you can see 

893
00:47:44,840 --> 00:47:47,240
someone they posted like they 
did an episode says it's for 

894
00:47:47,240 --> 00:47:49,520
more hour. 
And we have like our episode 

895
00:47:49,520 --> 00:47:52,600
from today, episode 56, you all 
put in the form of A-frame there

896
00:47:52,600 --> 00:47:55,560
and you can collect it on base 
and then it's just collected 

897
00:47:55,560 --> 00:47:57,160
like that. 
So just by click a button, I 

898
00:47:57,160 --> 00:48:00,520
collect the NFT and I can mint 
it or you can read directly and 

899
00:48:00,520 --> 00:48:02,400
like, you know, redirect people 
outside of it. 

900
00:48:02,400 --> 00:48:04,080
So there's a lot of things being
done. 

901
00:48:04,080 --> 00:48:06,320
The best example that people 
gave us the Girl Scout cookies, 

902
00:48:06,720 --> 00:48:11,960
like they built something that 
allows you to like shop within 

903
00:48:11,960 --> 00:48:14,760
the frames. 
And like what's crazy is that 

904
00:48:15,040 --> 00:48:17,120
this person's Girl Scout 
cookies, like the highest 

905
00:48:17,120 --> 00:48:19,920
selling Girl Scout cookies in 
like, America. 

906
00:48:21,120 --> 00:48:23,280
Oh really? 
Yeah, it's really wild. 

907
00:48:23,280 --> 00:48:28,120
So look, it's it's this person 
here, There it is. 

908
00:48:28,120 --> 00:48:31,080
So this Girl Scout cookies here?
And it's $6 per Boston. 

909
00:48:32,240 --> 00:48:35,880
I was posting my newsletter on 
LinkedIn for a while, but then I

910
00:48:35,880 --> 00:48:38,040
just hated LinkedIn. 
So maybe I'll do this instead of

911
00:48:38,040 --> 00:48:42,800
LinkedIn. 
Yeah, it feels like why not? 

912
00:48:42,800 --> 00:48:44,280
Why not? 
See how it goes. 

913
00:48:44,840 --> 00:48:47,240
What I like about it, like 
Koopa, like he does this like 

914
00:48:47,280 --> 00:48:50,000
ecosystem thing, like he used to
do this a lot on ETH and whatnot

915
00:48:50,240 --> 00:48:54,160
and then he made this like Farco
system thing and shout to Koopa 

916
00:48:54,160 --> 00:48:56,400
because he he put me there and 
like he put like rogue video on 

917
00:48:56,400 --> 00:48:59,560
there on the media standpoint. 
But there's so much actually 

918
00:48:59,560 --> 00:49:01,440
already being built on 
forecaster. 

919
00:49:01,680 --> 00:49:03,360
And one thing that you'll find 
interesting like there's a whole

920
00:49:03,360 --> 00:49:05,280
coin meta too. 
Like for those of you, for you 

921
00:49:05,280 --> 00:49:08,440
DJs are like into like shake 
coins and stuff like there's a 

922
00:49:08,440 --> 00:49:11,600
whole coin medal on base now 
Mando based on forecaster 

923
00:49:11,600 --> 00:49:13,560
because you have the digen token
and like people are hanging 

924
00:49:13,560 --> 00:49:15,720
around as tips. 
I saw the token. 

925
00:49:15,920 --> 00:49:17,880
I saw the tokens here. 
Yeah, it definitely feels like 

926
00:49:18,360 --> 00:49:21,160
people can digen and you can buy
stuff native. 

927
00:49:22,000 --> 00:49:24,120
Yeah, exactly. 
You see, so you see the thing 

928
00:49:24,120 --> 00:49:26,800
that essentially that you can 
buy the token within Forecaster,

929
00:49:27,120 --> 00:49:30,760
that's A-frame. 
So someone built A-frame so that

930
00:49:30,760 --> 00:49:34,520
you can buy a coin within 
Forecaster, for example. 

931
00:49:34,720 --> 00:49:37,640
So what I find cool, and This is
why I'm obsessed with it 

932
00:49:37,640 --> 00:49:42,400
honestly is less like. 
How do I see that this is a bit 

933
00:49:42,400 --> 00:49:45,120
I don't get like am I? 
Do I just post a link and that 

934
00:49:45,120 --> 00:49:46,960
that becomes A-frame? 
Or how do I create my? 

935
00:49:47,040 --> 00:49:49,920
How do I create a frame? 
Some frames are like codes. 

936
00:49:49,920 --> 00:49:53,120
There's like websites now being 
used to help you create a frame.

937
00:49:53,120 --> 00:49:55,960
For me the paragraph thing is 
simple. 

938
00:49:56,200 --> 00:49:58,840
I write an article like on like 
on sub stack for example, right?

939
00:49:59,200 --> 00:50:01,520
I post an article like your 
mando minutes and I publish it 

940
00:50:01,600 --> 00:50:05,200
just like on sub stack on mirror
XYZ all I do is take the link to

941
00:50:05,200 --> 00:50:08,600
my article and post it on 
forecaster and it turns it as a 

942
00:50:08,680 --> 00:50:10,280
it. 
It makes it A-frame like for 

943
00:50:10,280 --> 00:50:11,600
example. 
For this I don't need to do 

944
00:50:11,600 --> 00:50:15,320
anything it literally I just 
copy past all my the link to my 

945
00:50:15,320 --> 00:50:17,960
article and that's it. 
So it's like for me it's minimal

946
00:50:17,960 --> 00:50:20,440
work because you know I I don't 
want to be bothered like thank 

947
00:50:20,440 --> 00:50:22,720
you guys it's too much right? 
But there's a lot of different 

948
00:50:22,720 --> 00:50:25,040
things like frames can be used 
to mint like you can make for 

949
00:50:25,040 --> 00:50:27,280
example like something that real
cool use case I saw and 

950
00:50:27,280 --> 00:50:29,200
something that starter crates 
was talking to me about a lot 

951
00:50:29,640 --> 00:50:31,880
yesterday is that you can MF 
first. 

952
00:50:31,880 --> 00:50:35,320
For example, I did a mint on 
base and you can do a mint on 

953
00:50:35,320 --> 00:50:37,680
base on forecaster natively. 
That's generative. 

954
00:50:37,920 --> 00:50:41,480
But on top of that you can make 
it so there's requirements. 

955
00:50:41,480 --> 00:50:44,280
Remember like fair that XYZ 
like, oh, you have to follow and

956
00:50:44,280 --> 00:50:46,400
like and retweet to like. 
Be able to mint this. 

957
00:50:46,680 --> 00:50:48,200
You can do it native to 
forecaster. 

958
00:50:48,760 --> 00:50:50,520
So what I'm going to do is like 
for example I'm going to do a 

959
00:50:50,520 --> 00:50:53,600
cool free mint for rug radio on 
the rug radio forecaster account

960
00:50:53,800 --> 00:50:56,840
and you can only mint it if you 
follow the rug radio account for

961
00:50:56,840 --> 00:50:59,800
example or if you're recast 
which is like retweet or repost 

962
00:51:00,000 --> 00:51:01,720
the the post with the mint and 
stuff. 

963
00:51:01,720 --> 00:51:08,880
So it's it's it's really cool 
and there's and and there's and 

964
00:51:09,880 --> 00:51:11,160
there's a lot of stuff that can 
be done there. 

965
00:51:11,160 --> 00:51:14,240
But anyways that's that just 
just worth paying attention for 

966
00:51:14,240 --> 00:51:16,560
people But I talked to Dan 
Romero and like he's down to 

967
00:51:16,560 --> 00:51:18,840
come on the show. 
It's just that he's really busy 

968
00:51:18,840 --> 00:51:20,400
right now. 
So I was like, he was like just 

969
00:51:20,400 --> 00:51:22,760
give me, he was like give me a 
little bit of time to like, you 

970
00:51:22,760 --> 00:51:26,120
know, do my thing here, let me 
cook, type a message and then 

971
00:51:26,120 --> 00:51:28,800
I'll come on. 
So it'll be cool to have him on 

972
00:51:29,160 --> 00:51:31,200
and talk about this, but it's 
just, it's just worth exploring.

973
00:51:31,200 --> 00:51:34,320
I think it's more for you than 
like for example, Oldie, just 

974
00:51:34,560 --> 00:51:37,960
your newsletter, right? 
But it's for like wreck drinks 

975
00:51:37,960 --> 00:51:39,040
and like selling directly on.
