1 00:00:00,160 --> 00:00:02,040 Yo-yo yo. What up? 2 00:00:02,080 --> 00:00:03,040 What up? Good morning. 3 00:00:03,040 --> 00:00:04,640 Good morning, G. Wait. 4 00:00:05,280 --> 00:00:08,360 There you go. It doesn't feel normal. 5 00:00:08,360 --> 00:00:20,440 I don't have my shit. Tuesday, July 9th, 2020. 6 00:00:22,760 --> 00:00:25,560 Look at that, another beautiful day to have a beautiful day. 7 00:00:25,560 --> 00:00:28,600 I got my calls in the house. Tyler Mando's on the way. 8 00:00:28,800 --> 00:00:29,880 Tyler, how you doing this morning? 9 00:00:29,880 --> 00:00:32,720 Good morning. We're feeling great sunshine. 10 00:00:32,720 --> 00:00:36,200 We got some bullish news, we got some hopium pumping into our our 11 00:00:36,200 --> 00:00:40,200 veins here in the last day. So we're feeling good getting 12 00:00:40,200 --> 00:00:44,080 into this week here. Dude, pump that hopium right 13 00:00:44,240 --> 00:00:48,200 into my veins right now. It is definitely. 14 00:00:48,200 --> 00:00:52,120 It is definitely there. You absolutely love to see it 15 00:00:54,040 --> 00:00:55,840 and, and I'm just ringing with Powell. 16 00:00:55,840 --> 00:00:57,400 Fed Chair Powell Is Powell speaking right now? 17 00:00:58,240 --> 00:01:02,440 Yeah, he's done it today. Oh, OK, I didn't realize. 18 00:01:02,840 --> 00:01:07,200 So this looks like, looks like we've got him talking. 19 00:01:07,200 --> 00:01:08,600 So there's a lot of stuff going on. 20 00:01:08,600 --> 00:01:13,240 Anyways, there's a big debate also going on today, Tyler, 21 00:01:13,520 --> 00:01:16,600 which at some point when Mando comes, you know, 'cause we have 22 00:01:16,600 --> 00:01:18,760 to, you guys will have to partake in his which, which is 23 00:01:18,760 --> 00:01:21,120 safer, Europe or, or America, You know? 24 00:01:21,120 --> 00:01:23,840 So big debate on, on, on, on the X right now. 25 00:01:24,360 --> 00:01:26,440 And guess who started it? OSF. 26 00:01:27,160 --> 00:01:28,320 I mean this. I love it. 27 00:01:28,720 --> 00:01:31,680 And his dead arc just starting random debates. 28 00:01:32,080 --> 00:01:34,920 Either he's not the wife of the year, either he's got the wife 29 00:01:34,920 --> 00:01:38,280 of the century and he's off the hook, or he's just like just 30 00:01:38,280 --> 00:01:41,600 taking it to the baby and he's fucking sick of it and he's just 31 00:01:41,800 --> 00:01:45,600 revenge tweeting. I've got the help on this. 32 00:01:45,600 --> 00:01:49,560 So like one of the, the factors that that got me deeper into 33 00:01:49,560 --> 00:01:55,360 crypto entities, 2021 newborns, you spend a lot of time with 34 00:01:55,360 --> 00:01:58,480 newborns just holding them, sitting down and you've got time 35 00:01:58,480 --> 00:02:00,840 on your hands. And it's actually very easy just 36 00:02:00,840 --> 00:02:04,920 to, to pass that time on Twitter and it's easy to become more 37 00:02:04,920 --> 00:02:08,240 active and sharing thoughts. So I I actually see how how the 38 00:02:08,240 --> 00:02:10,919 this could be playing out because newborn's asleep all the 39 00:02:10,960 --> 00:02:15,760 time. Yeah, yeah, yeah, I guess, dude, 40 00:02:16,040 --> 00:02:18,400 I'm just, I'm just dying laughing at this because I, I 41 00:02:18,400 --> 00:02:21,840 think, I think people genuinely think that I don't know, Europe 42 00:02:21,840 --> 00:02:24,080 is not a country. So I posted as a joke, right? 43 00:02:25,240 --> 00:02:27,480 Obviously I put a joke because someone responded to us saying 44 00:02:27,480 --> 00:02:30,480 that not if because everyone thinks Europe is a safe country. 45 00:02:30,680 --> 00:02:33,040 So I made a joke saying which country's safer, Europe and the 46 00:02:33,040 --> 00:02:36,440 USA. And then you got someone tagging 47 00:02:36,440 --> 00:02:46,800 inverse bro, you know, so, so, so I'm just, I'm just dying 48 00:02:46,800 --> 00:02:48,040 laughing. I, I got it. 49 00:02:49,960 --> 00:02:54,640 Better get me into, you know, better get me into inverse 50 00:02:54,640 --> 00:02:56,640 press. I was just, yeah, OSF is used to 51 00:02:56,640 --> 00:02:58,600 texting with one hand. I mean, he is definitely used to 52 00:02:59,000 --> 00:03:01,200 to tweeting a lot while doing something else. 53 00:03:01,200 --> 00:03:03,680 I mean, we witnessed that on 700 episodes of the show. 54 00:03:04,240 --> 00:03:08,040 So that one thing OSF is good at is, is doing multiple things as 55 00:03:08,040 --> 00:03:10,560 well. But anyways, today on the show 56 00:03:11,320 --> 00:03:14,240 today and the show, I mean, look, as usual, we'll go through 57 00:03:14,240 --> 00:03:15,840 the market. Seems like there's a few things 58 00:03:16,360 --> 00:03:19,520 we got to talk about, including the ETFs for the ETH, not just 59 00:03:19,520 --> 00:03:21,640 not just the Solana, you know, hopium that's happening on the 60 00:03:21,640 --> 00:03:24,040 timeline with Nate and everything, the CBOE and 61 00:03:24,040 --> 00:03:26,280 everything out of Chicago. Dude, where's Chicago Bulls 62 00:03:26,280 --> 00:03:28,080 here? Literally, we're literally 63 00:03:28,080 --> 00:03:29,680 Chicago Bulls. No, no pun intended. 64 00:03:30,160 --> 00:03:34,200 You got to love the CBOE, man. Dude, you Chicagoans, what do 65 00:03:34,200 --> 00:03:37,320 you call people for Chicago's? Chicagoans. 66 00:03:37,880 --> 00:03:40,240 Chicagoans shout out to the Chicagoans. 67 00:03:40,240 --> 00:03:43,040 I mean, they're, they're really, they're really putting the 68 00:03:43,040 --> 00:03:44,520 Lord's work for my backs right now. 69 00:03:44,760 --> 00:03:46,440 I absolutely love that. So we'll talk about that. 70 00:03:46,440 --> 00:03:50,560 But we got to talk about ETTS because imminent at this stage. 71 00:03:50,560 --> 00:03:53,400 I mean, all the S ones, 19 B fours, everything's been filed. 72 00:03:54,000 --> 00:03:57,480 Are they being returned? So, so it, it feels like it's 73 00:03:57,480 --> 00:04:00,960 just down to the SC CS GO. I think this is down to that now 74 00:04:01,640 --> 00:04:04,120 we got Powell talking right now it seems so we'll have to 75 00:04:04,120 --> 00:04:07,040 discuss that. So a few things on the on the, 76 00:04:07,040 --> 00:04:09,480 on the, on the, on the crypto and market side. 77 00:04:09,480 --> 00:04:14,680 And then of course we'll go to Tyler's top Tyler's top 100. 78 00:04:15,400 --> 00:04:17,640 I'm sure Tyler's got a bunch of stuff so and last but not least, 79 00:04:17,640 --> 00:04:20,120 we will have the robot spins as usual. 80 00:04:20,120 --> 00:04:22,840 So today I, I added some some mutinapes, you know they're 81 00:04:22,840 --> 00:04:24,360 tweets. I figured it was a nice price, 82 00:04:24,600 --> 00:04:27,760 you know, got some mutinibes. We got 4 punks as usual, my 83 00:04:27,760 --> 00:04:29,320 ladies and red guys just to switch things around. 84 00:04:29,320 --> 00:04:30,960 I, I feel like we're due for a win. 85 00:04:30,960 --> 00:04:33,200 I mean, punks are down to 85 K now, Tyler, by the way. 86 00:04:33,200 --> 00:04:37,440 So it's becoming easier to add the punks and more punks and 87 00:04:37,440 --> 00:04:39,640 more punks into the fucking blue box bin. 88 00:04:39,640 --> 00:04:42,760 So at some point I'll probably be able to add a bunch of them. 89 00:04:42,880 --> 00:04:45,840 But anyways, look, Mando's not here, so he may as well. 90 00:04:45,840 --> 00:04:48,800 It's just gonna like, maybe we reversed it today. 91 00:04:49,080 --> 00:04:52,760 Maybe we reverse the show and start with your top 100 because 92 00:04:52,760 --> 00:04:54,440 Mando's running a little late. How's that Tyler? 93 00:04:54,440 --> 00:05:09,480 How do you feel about that? We'll go with the top ten today. 94 00:05:09,480 --> 00:05:13,600 So top story crypto majors rebounds despite the German 95 00:05:13,600 --> 00:05:17,000 government selling $900 million of Bitcoin in one clip. 96 00:05:17,360 --> 00:05:20,960 ETH is leading the way. It's leading because those spot 97 00:05:20,960 --> 00:05:24,240 ETF ETF applicants have filed their new S1 forms. 98 00:05:24,280 --> 00:05:28,360 Approval seems imminent. Also, Grayscale announced a new 99 00:05:28,360 --> 00:05:33,160 ETH mini trust to reduce cell pressure here as these ETFs 100 00:05:33,160 --> 00:05:34,280 launched. That was a big one. 101 00:05:34,280 --> 00:05:37,760 Another ETF news van ECH officially filed for the first 102 00:05:37,760 --> 00:05:41,360 ever on ETF in the United States with a deadline for approval of 103 00:05:41,360 --> 00:05:46,040 March 2025. Watch out Q 12025 In other news, 104 00:05:46,080 --> 00:05:50,760 the GOP they included crypto rights in their 2024 platform to 105 00:05:52,360 --> 00:05:55,320 crypto Twitter and actually in outside of crypto Twitter as 106 00:05:55,320 --> 00:05:59,120 well meta mask this morning about six hours ago. 107 00:05:59,120 --> 00:06:02,720 They were a delicate tool kit for smart contract accounts 108 00:06:03,080 --> 00:06:05,160 meant to streamline user onboarding. 109 00:06:05,160 --> 00:06:08,600 Actually solves quite a few. I love those nagging issues we 110 00:06:08,600 --> 00:06:13,040 all have with meta mask. So there in meme coins. 111 00:06:13,400 --> 00:06:18,560 Lionel Messi promoted this water token on live feed yesterday. 112 00:06:18,560 --> 00:06:21,640 He's got 504,000,000 followers on Instagram and briefly caused 113 00:06:21,640 --> 00:06:24,400 the token to spike to 100 million before retracing. 114 00:06:24,400 --> 00:06:28,920 It's still up to 100% on the day to $66 million. 115 00:06:30,000 --> 00:06:32,040 And unlocks, unlocks are high. Every week we talk about the 116 00:06:32,040 --> 00:06:35,080 unlocks coming to Zai team. So they, they came out and 117 00:06:35,080 --> 00:06:36,600 noted, hey, their unlocks are going to be a little bit 118 00:06:36,600 --> 00:06:38,560 different. They've been reported at 79%. 119 00:06:38,560 --> 00:06:41,720 They're actually only 36% because the teams, the 120 00:06:41,720 --> 00:06:45,720 contributors, they chose to lock up a, a huge chunk of their 121 00:06:45,720 --> 00:06:49,320 tokens for another six months. So you love to see that if 122 00:06:49,320 --> 00:06:53,120 you're a Zai holder and in a tease green on the east board 123 00:06:53,120 --> 00:06:55,400 here this morning, leaders up about 1 to 5%. 124 00:06:55,400 --> 00:06:59,200 Azuki captains, Kampai pandas leading those top movers over on 125 00:06:59,200 --> 00:07:03,120 Bitcoin. Oh no, the RSIC team, they break 126 00:07:03,120 --> 00:07:06,000 their silence. The tease a new game in a tweet 127 00:07:06,080 --> 00:07:09,120 saying, shall we play a game? No additional nation. 128 00:07:09,120 --> 00:07:13,520 The market largely shrugged it off RSIC at 2% on the day, still 129 00:07:13,520 --> 00:07:17,680 down about 75% from peak. And then the blast streaks. 130 00:07:17,680 --> 00:07:23,440 Blast digits its first round of gold last night with there's 131 00:07:23,440 --> 00:07:27,520 some big winners thruster, fancy top, we're big ones Wasabi as 132 00:07:27,520 --> 00:07:30,000 well. Fancy top then announced here 133 00:07:30,000 --> 00:07:32,480 this morning that they are giving out their gold to 134 00:07:32,760 --> 00:07:36,680 retroactively to this week's main tournament entrance. 135 00:07:36,680 --> 00:07:40,600 So we thought it was just Ethan points and cards there's in 136 00:07:40,600 --> 00:07:45,440 there as well. That's the a lot of areas we can 137 00:07:45,440 --> 00:07:48,960 dive in. Where do we even start, dude? 138 00:07:49,840 --> 00:07:53,800 Where do we even start? Let's start with the, you know 139 00:07:53,800 --> 00:07:56,200 what, let's start with the let's do the ETFs after 'cause you 140 00:07:56,200 --> 00:07:57,200 know, we'll do markets and stuff. 141 00:07:57,200 --> 00:08:00,400 We'll chat with Mando as well. I do want to start with this GOP 142 00:08:00,400 --> 00:08:03,080 thing 'cause you know, you cover that quite a bit, the polify and 143 00:08:03,080 --> 00:08:06,160 everything. So for the non Americans out 144 00:08:06,160 --> 00:08:08,240 there, you kind of you want to explain kind of like what that 145 00:08:08,240 --> 00:08:10,120 news was, 'cause it's a pretty big deal, right? 146 00:08:11,440 --> 00:08:12,200 Where is it? Yes. 147 00:08:12,240 --> 00:08:14,360 So each party, yeah, it's a big deal. 148 00:08:14,360 --> 00:08:19,080 So each year going into or every election cycle and that the 149 00:08:19,080 --> 00:08:22,240 primary parties will release their official platforms. 150 00:08:22,240 --> 00:08:26,320 So folks have a a written source of what the parties stand for 151 00:08:26,320 --> 00:08:29,640 their stance on issues. Yesterday the Republican Party 152 00:08:29,640 --> 00:08:33,600 released its official 2024 GOP platform which did include a 153 00:08:33,600 --> 00:08:37,360 brief section on crypto. It sits within chapter 3 titled 154 00:08:37,600 --> 00:08:40,000 Build the greatest economy in history. 155 00:08:40,200 --> 00:08:44,880 The stance TLDR here is to end unlawful crypto crackdowns. 156 00:08:44,880 --> 00:08:49,560 Oppose a CBDC, defend Bitcoin mining rights and then ensure 157 00:08:49,560 --> 00:08:53,320 rights to self custody and free transacting. 158 00:08:53,320 --> 00:08:56,400 I think for most crypto holders and believers it sounds pretty 159 00:08:56,400 --> 00:08:57,720 good. It's hard to argue with any of 160 00:08:57,720 --> 00:09:01,120 these foundational items. This is in stark contrast to 161 00:09:01,120 --> 00:09:04,840 what has happened under under the current democratic regime. 162 00:09:05,440 --> 00:09:08,600 Speaking objectively, where the SEC has come after several major 163 00:09:08,600 --> 00:09:12,320 crypto companies while not providing any clear framework 164 00:09:12,880 --> 00:09:16,560 with with which ends for for crypto companies to operate and 165 00:09:16,560 --> 00:09:19,240 then Senator Elizabeth Warren proposing a bill to restrict 166 00:09:19,240 --> 00:09:22,640 self custody laws as well in this time frame. 167 00:09:23,000 --> 00:09:26,040 I think the new platform unsurprisingly received well by 168 00:09:26,040 --> 00:09:28,200 most of crypto Twitter. I think it is also very 169 00:09:28,200 --> 00:09:33,280 interesting to see crypto put up right next to AI manufacturing 170 00:09:33,280 --> 00:09:37,840 and and space exploration, the only four sectors named in this 171 00:09:37,840 --> 00:09:40,000 chapter outright. So it's definitely putting 172 00:09:40,000 --> 00:09:44,520 crypto on a pedestal. Where is the I'm trying to find 173 00:09:44,520 --> 00:09:45,800 the web. Ah, you posted it. 174 00:09:45,880 --> 00:09:48,000 Got it. OK, I was looking. 175 00:09:48,400 --> 00:09:50,760 I'm looking for the website the GOP. 176 00:09:52,280 --> 00:09:56,200 Yeah, I know you posted a link in like the lucky trader 177 00:09:56,200 --> 00:10:00,880 minutes. Not a link, a screenshot, but 178 00:10:00,880 --> 00:10:02,800 there was a website. It's on the official. 179 00:10:03,760 --> 00:10:04,880 Website. Is it a weird? 180 00:10:05,320 --> 00:10:08,000 I don't really understand where this website is working to. 181 00:10:08,800 --> 00:10:11,280 That's what I was looking for. I know Nick Carter went back and 182 00:10:11,280 --> 00:10:13,640 forth with bank lists yesterday talking about because they were 183 00:10:13,640 --> 00:10:17,240 asking like where he found that and then he there he goes. 184 00:10:17,240 --> 00:10:18,640 So so this that's the tweet, right? 185 00:10:18,640 --> 00:10:21,240 I mean, quoted that tweet and he put the link and I got it. 186 00:10:21,240 --> 00:10:23,120 Don't worry. He goes official Republican 187 00:10:23,120 --> 00:10:26,520 Party platform on crypto. Couldn't really ask for anything 188 00:10:26,520 --> 00:10:28,000 more. So end of crypto crackdown. 189 00:10:28,000 --> 00:10:30,840 No CBDC right to mind, right to self custody and then right to 190 00:10:30,840 --> 00:10:33,000 transact freely. Champion innovation. 191 00:10:33,000 --> 00:10:35,080 Republicans will pave the way for the future economic 192 00:10:35,080 --> 00:10:37,920 greatness by leading the world in emerging industries. 193 00:10:38,440 --> 00:10:41,120 Crypto Republicans will end Democrats as unlawful and UN 194 00:10:41,120 --> 00:10:44,000 American crypto crackdown and oppose the creation of a central 195 00:10:44,000 --> 00:10:47,480 bank digital currency. We will defend the right to mine 196 00:10:47,480 --> 00:10:49,480 Bitcoin and ensure every American has the right to self 197 00:10:49,480 --> 00:10:52,400 custody of the digital assets and transact fee from government 198 00:10:52,400 --> 00:10:55,960 surveillance and control. I mean now there you go. 199 00:10:55,960 --> 00:11:00,480 That's the official link. Now you can officially say like 200 00:11:00,680 --> 00:11:05,760 crypto has become like a political like like a it's, it's 201 00:11:05,760 --> 00:11:08,880 a way to get votes like now it's like or more official than ever, 202 00:11:08,880 --> 00:11:09,920 right? Is that is that fair to say? 203 00:11:09,920 --> 00:11:12,840 I saw this on Keith Grossman. 'S page a a major issue right to 204 00:11:12,840 --> 00:11:16,200 be included in their official platform document. 205 00:11:16,240 --> 00:11:18,840 And again, there's there's only a handful of sectors mentioned 206 00:11:18,960 --> 00:11:22,840 in this and like this, this is a streamlined document. 207 00:11:23,200 --> 00:11:26,280 It's only 16 pages and that includes two title pages. 208 00:11:26,720 --> 00:11:32,720 So it it's a very succinct and concise stock. 209 00:11:33,080 --> 00:11:35,840 Not all that much. It is is, you know, laid out. 210 00:11:35,840 --> 00:11:39,560 So if you are mentioned in this, I think it does mean it is a 211 00:11:39,560 --> 00:11:43,520 major issue. I was scanning that the Democrat 212 00:11:44,040 --> 00:11:46,600 platform this morning. I don't know, they have an 213 00:11:46,600 --> 00:11:48,760 official crypto sense. I'm going to have to dive in 214 00:11:48,760 --> 00:11:51,720 deeper. I think there is really an 215 00:11:51,720 --> 00:11:53,240 anonymous on them to respond here. 216 00:11:53,240 --> 00:11:56,680 I'm curious if we will see an official Democrat response. 217 00:11:56,680 --> 00:12:01,000 You know, if you are looking at this election from just a a 218 00:12:01,080 --> 00:12:06,080 singular crypto lens, looking at the single issue, it's hard to 219 00:12:06,080 --> 00:12:08,120 argue with this. I mean, it's right there, right? 220 00:12:08,160 --> 00:12:10,000 Like this is the official website I'm sharing for those of 221 00:12:10,000 --> 00:12:11,680 you who don't know at this stage, but you know for sure, 222 00:12:11,680 --> 00:12:13,600 we're live on video. We've posted the stream myself, 223 00:12:13,600 --> 00:12:15,320 Tyler, and it's on, we're on YouTube. 224 00:12:15,320 --> 00:12:18,080 I agree to YouTube but champion innovation like this part five 225 00:12:18,080 --> 00:12:20,760 of this GOP platform from July 7th, which was two days ago. 226 00:12:20,960 --> 00:12:22,680 It's really above artificial intelligence. 227 00:12:24,280 --> 00:12:26,520 It's #1. Yeah, it's the first thing for 228 00:12:26,520 --> 00:12:29,280 innovation. So it's like this is not even 229 00:12:29,280 --> 00:12:30,760 taken science. It's just like one party is 230 00:12:30,760 --> 00:12:34,320 clearly taking a stance here claiming that. 231 00:12:34,480 --> 00:12:37,520 And look at the end of the day, people do whatever to get votes. 232 00:12:37,520 --> 00:12:39,000 So we'll see once that's that happens. 233 00:12:39,600 --> 00:12:43,320 It seems like they are fully. Is that is that what it is in 234 00:12:43,320 --> 00:12:44,560 the US? Like once this goes out, this is 235 00:12:44,560 --> 00:12:46,400 what like their promises if they become president? 236 00:12:46,400 --> 00:12:48,280 Is that like the thing? That's the thing. 237 00:12:48,280 --> 00:12:51,720 And so their promises. But there's not like anything 238 00:12:51,720 --> 00:12:52,880 holding them accountable to this. 239 00:12:52,880 --> 00:12:55,400 So I think that's one of the common criticisms that echo this 240 00:12:55,400 --> 00:12:58,000 is just posturing. You know, they're just going to 241 00:12:58,000 --> 00:13:00,920 lie, blah, blah, blah. But like, if you take this for 242 00:13:00,920 --> 00:13:04,120 for what it's worth, written down on paper, it's hard not to 243 00:13:04,120 --> 00:13:06,680 root for this. One paper, now we have one of 244 00:13:06,680 --> 00:13:09,640 the two parties that is pro crypto, let's call it that, 245 00:13:09,640 --> 00:13:10,240 right? On paper. 246 00:13:10,880 --> 00:13:13,120 I liked what Keith said. He said for those claiming 247 00:13:13,120 --> 00:13:15,680 crypto does not have real world use case, you just got one vote. 248 00:13:16,920 --> 00:13:20,280 I think that hit really hard. I mean, he's not really wrong, 249 00:13:20,280 --> 00:13:22,160 right? Like he goes, but there is no 250 00:13:22,160 --> 00:13:24,200 need for this technology to be politicized, which I like as 251 00:13:24,200 --> 00:13:25,840 well. And it's not too late for the 252 00:13:25,840 --> 00:13:28,680 Democratic Democratic Party to realize that the vilification of 253 00:13:28,680 --> 00:13:30,880 an industry fabricated by a few individuals within their party 254 00:13:30,880 --> 00:13:32,560 does not represent Niko Sim's whole. 255 00:13:33,440 --> 00:13:35,280 So I I thought that was an interesting post as well. 256 00:13:35,280 --> 00:13:37,880 Like that's really one of the things for crypto that was it's 257 00:13:37,960 --> 00:13:40,120 it's getting votes. And and I think the fact that 258 00:13:40,240 --> 00:13:42,880 for this election is getting a lot of attention on it from 259 00:13:42,880 --> 00:13:46,440 around the world, crypto to become one of the like literally 260 00:13:46,440 --> 00:13:50,040 things, you know. It's an important signal too. 261 00:13:50,040 --> 00:13:52,320 I mean, I think there's still such huge swaths of the 262 00:13:52,320 --> 00:13:56,400 population who view crypto just a scam and it's all this fake 263 00:13:56,400 --> 00:13:59,080 Internet money and it's just scammers who work in this 264 00:13:59,080 --> 00:14:02,840 industry. And the more that like political 265 00:14:02,840 --> 00:14:06,040 leaders talk about it and and put, you know, real thought 266 00:14:06,040 --> 00:14:10,320 behind it, it continues to to break down some of those walls 267 00:14:10,320 --> 00:14:12,400 or or prejudice against the industry. 268 00:14:12,560 --> 00:14:15,720 It's things that take time, but you know, put it seeing a 269 00:14:15,720 --> 00:14:18,280 platform like this listed in their official doc, I mean, it's 270 00:14:18,280 --> 00:14:20,680 one of those things that it's another domino that continues to 271 00:14:20,720 --> 00:14:23,520 to fall. So it is a big deal. 272 00:14:24,680 --> 00:14:27,760 I yeah, I mean the right to self custody is a big one. 273 00:14:28,200 --> 00:14:30,480 What is it? What is it the state of Oklahoma 274 00:14:30,560 --> 00:14:32,200 or what was the state? Remember we talked about it, the 275 00:14:32,200 --> 00:14:35,400 crypt covered it, that that wanted to make this like a Oh 276 00:14:35,400 --> 00:14:36,600 right, like a, like a. Human. 277 00:14:36,600 --> 00:14:40,400 I think it was Oklahoma, yes, just in front of it. 278 00:14:41,040 --> 00:14:42,200 Yeah, yeah, that's it's interesting. 279 00:14:42,200 --> 00:14:44,960 I saw do this also, of course, like share some thoughts on it. 280 00:14:45,760 --> 00:14:49,880 So it's just it's just he says I plan to support the pro 281 00:14:49,880 --> 00:14:51,520 Financial Freedom Party this election. 282 00:14:51,520 --> 00:14:54,120 Sorry, not sorry. It's like, you know, it's, it 283 00:14:54,120 --> 00:14:56,720 feels like a lot of people will be voting like that. 284 00:14:57,080 --> 00:15:01,320 Yeah, so like so Pecky McCormack, he is a writer. 285 00:15:01,320 --> 00:15:02,840 He he describes himself as a techno optimist. 286 00:15:02,840 --> 00:15:04,280 He's an investor. He does a lot of things. 287 00:15:04,400 --> 00:15:06,280 He has one of the best newsletters out there. 288 00:15:07,000 --> 00:15:08,920 Just a really strong thought leader. 289 00:15:09,240 --> 00:15:12,120 I wouldn't describe like he's not in crypto Twitter. 290 00:15:12,120 --> 00:15:14,760 I think he he's, he touches crypto, but it is bigger than 291 00:15:14,760 --> 00:15:17,080 that. And he commented on this 292 00:15:17,080 --> 00:15:20,360 yesterday, basically screenshot of this page, this entire 293 00:15:20,360 --> 00:15:23,600 chapter and just said this is my politics. 294 00:15:23,840 --> 00:15:28,160 So like this page is, is resonating with a lot of folks 295 00:15:28,280 --> 00:15:31,840 in in different sectors. So they it's well written. 296 00:15:32,440 --> 00:15:35,640 If they actually did deliver on all this, again, a different 297 00:15:35,640 --> 00:15:37,640 question, but I think a lot of folks are in support. 298 00:15:38,080 --> 00:15:41,360 Yeah, it's dude, it's a it was a big stand. 299 00:15:41,360 --> 00:15:45,000 So that happened yesterday on the on the politics did did it 300 00:15:45,000 --> 00:15:47,480 move any of the qualify coins 'cause you you I know you have 301 00:15:47,480 --> 00:15:51,040 your pulse on it didn't move any of the tramp trump stuff. 302 00:15:51,040 --> 00:15:54,280 I mean actually Tramp was up 10 points on that and the. 303 00:15:54,400 --> 00:15:57,320 Yeah, it's hard to say like if this is really what's what's 304 00:15:57,320 --> 00:16:00,240 driving things. I think the biggest movement is 305 00:16:00,240 --> 00:16:04,320 Biden is just like, like the old man, like yelling get off my 306 00:16:04,320 --> 00:16:06,800 lawn like, but it's I'm not stepping down. 307 00:16:07,840 --> 00:16:11,280 So Bowden is at 40%. Bowden is at 47% holy. 308 00:16:12,160 --> 00:16:14,280 Shit, and all the polymarket odds have swung back. 309 00:16:14,280 --> 00:16:19,840 So all that, so I saw is it true that the the the him running is 310 00:16:19,840 --> 00:16:22,560 like 75% now versus 45 or something bring? 311 00:16:24,280 --> 00:16:27,880 Him down to Let's see. There you go. 71%. 312 00:16:28,080 --> 00:16:30,360 That was almost a lock last week. 313 00:16:30,360 --> 00:16:30,760 Others. Mando. 314 00:16:30,760 --> 00:16:32,560 Let me bring him up. Let me bring Mando. 315 00:16:32,560 --> 00:16:35,480 Oh, no, he froze. Oh, Mando, you froze. 316 00:16:35,680 --> 00:16:39,120 There you go. But anyways, Tyler, this this is 317 00:16:39,120 --> 00:16:41,360 like it's. A huge difference. 318 00:16:41,440 --> 00:16:45,120 Kamo got up to 42% and Biden was down below 40. 319 00:16:45,960 --> 00:16:49,200 He got up to like 75% to drop out of the race. 320 00:16:49,200 --> 00:16:54,480 Those odds are back down to 40%. So he he's back in the lead. 321 00:16:55,880 --> 00:16:59,320 I'm not buying it. My personal view is that there's 322 00:16:59,320 --> 00:17:02,680 still a long runway till the DNC, which was still my mental 323 00:17:02,680 --> 00:17:05,720 model of where he would potentially get pulled if he 324 00:17:05,720 --> 00:17:08,800 does, which is in like August 19th. 325 00:17:09,000 --> 00:17:12,079 So we still have over a month. So I think we're going to 326 00:17:12,079 --> 00:17:15,880 continue to see this like him posturing. 327 00:17:15,880 --> 00:17:18,960 This is probably how he feels. We'll see if the other powers 328 00:17:18,960 --> 00:17:23,599 that be in the party are able to, to, to be more strong about 329 00:17:23,599 --> 00:17:25,319 it. I don't know exactly how that 330 00:17:25,319 --> 00:17:29,520 would work or, or play out. I I still will be surprised if 331 00:17:29,520 --> 00:17:32,880 he is the the candidate in in November at this point. 332 00:17:33,440 --> 00:17:35,680 Yeah, I guess. I guess we'll see. 333 00:17:35,680 --> 00:17:38,280 Let me try Mando again. No, I think, Oh, I think his 334 00:17:38,280 --> 00:17:42,200 Wi-fi's bad. Good for Bolton holders. 335 00:17:43,360 --> 00:17:44,520 Thought Bowden was dead in the water. 336 00:17:45,000 --> 00:17:48,600 Did you see that tweet, that one tweet about the Bowden holder, 337 00:17:48,880 --> 00:17:51,040 that round trip, Four and a half million. 338 00:17:51,480 --> 00:17:56,360 Did you see that one? It it's hard because I've also a 339 00:17:56,400 --> 00:18:00,000 few bags not to that scale, but to that percentage. 340 00:18:00,920 --> 00:18:04,600 Yes, same, but that is wild. So folks, this is insane and has 341 00:18:04,600 --> 00:18:06,280 to mark the bottom. The address round trip four and 342 00:18:06,280 --> 00:18:10,120 a half million bowed in worth over $4.7 million at the top and 343 00:18:10,120 --> 00:18:14,240 market sold it last night at the lowest for 109 K. 344 00:18:14,520 --> 00:18:19,680 That's 98% from the value lost. Hey dude, so that person wrote 345 00:18:19,680 --> 00:18:22,000 the four and a half million at the 100K. 346 00:18:22,400 --> 00:18:24,160 Let's see what we talked about yes, remember we said we round 347 00:18:24,160 --> 00:18:25,560 tripped and there's going to be a lot of round trip. 348 00:18:25,560 --> 00:18:27,360 That's the remember when I said on the show like there's going 349 00:18:27,360 --> 00:18:29,400 to be a lot of people round tripping the mean bags like we 350 00:18:29,400 --> 00:18:31,960 did NFTS? That's the only one of them. 351 00:18:32,200 --> 00:18:34,480 That's about as bad of a round trip as it can get it. 352 00:18:35,200 --> 00:18:38,400 And then they all. Yeah, you can't really get 353 00:18:38,400 --> 00:18:40,720 worse. And then they're then it's back 354 00:18:40,760 --> 00:18:45,920 up 47% I got. It Oh no, he must be fucking 355 00:18:46,880 --> 00:18:48,120 sick. So, yeah, I mean part of that's 356 00:18:48,120 --> 00:18:50,200 probably because of of that cell. 357 00:18:50,400 --> 00:18:54,360 It's like a. One of us, one of us, if you're 358 00:18:54,360 --> 00:18:56,800 listening to this, and two, we're with you, brother, we're 359 00:18:56,800 --> 00:18:57,760 sister. I mean, the chart looks 360 00:18:57,760 --> 00:18:58,480 terrible. I got it. 361 00:18:58,640 --> 00:19:02,080 Let's not like, let's not say like it looks like the strong 362 00:19:02,080 --> 00:19:05,400 coin means yeah. It does not. 363 00:19:06,280 --> 00:19:08,920 He left some cash on the table. Well, clearly he left a lot of 364 00:19:08,920 --> 00:19:12,880 cash on the table. Utter devastation, though. 365 00:19:12,880 --> 00:19:14,640 Like to have a quiet. I mean, I don't know this 366 00:19:14,640 --> 00:19:16,920 person's this entry points. I don't know if we see it on the 367 00:19:16,920 --> 00:19:21,240 screenshot here, but they could still be up on the trade. 368 00:19:21,360 --> 00:19:24,360 You know, if they sniped it. I don't know where they got. 369 00:19:24,360 --> 00:19:28,720 It really I. Don't know where they no he 370 00:19:28,720 --> 00:19:32,000 bought 20K no so he bought 20K worth so he actually. 371 00:19:32,240 --> 00:19:33,880 Lost. He's down 50%. 372 00:19:33,920 --> 00:19:35,880 Yeah. Shit, that's brutal. 373 00:19:37,160 --> 00:19:39,280 He lost 180 K on the trades as well. 374 00:19:39,280 --> 00:19:46,920 Fuck yeah that's some lost porn right there that's for sure. 375 00:19:46,920 --> 00:19:50,720 But. I guess you got, you got to 376 00:19:50,720 --> 00:19:54,040 start, you got DCA out, I think on the way out, on the way up. 377 00:19:54,040 --> 00:19:58,480 Oh, four and a half million is enough. 378 00:19:59,040 --> 00:20:02,440 I think the Twitter will tell you El Mayo, it's not enough. 379 00:20:03,120 --> 00:20:05,440 With $4.7 million, a lot of money, man. 380 00:20:06,320 --> 00:20:09,280 You can do a lot with four mil. You can definitely vacation in 381 00:20:09,280 --> 00:20:10,840 Europe every summer for a little bit. 382 00:20:12,480 --> 00:20:14,800 The worst part is like 4 million, like no one ever going 383 00:20:14,800 --> 00:20:18,320 to sell the top. So like you put that aside, but 384 00:20:18,320 --> 00:20:20,280 like you had I'm looking at the turn out. 385 00:20:20,360 --> 00:20:23,480 So there was a basically a 3 1/2 week period where you could have 386 00:20:23,480 --> 00:20:27,720 sold at like within 20 to 30% of the top. 387 00:20:28,680 --> 00:20:31,240 So like you remember it's all top, but you, but you have like 388 00:20:31,240 --> 00:20:34,240 a, a, a multiple week window to sell within that. 389 00:20:34,240 --> 00:20:36,640 Like that's where it gets a little tougher because that that 390 00:20:36,640 --> 00:20:41,320 actually is doable to do. Yeah. 391 00:20:41,440 --> 00:20:44,320 So like that's 2,000,000 bucks, you know, 2 to 3,000,000 bucks. 392 00:20:44,320 --> 00:20:50,680 It's still a healthy junk. Yeah, that's look, we'll fuck 393 00:20:50,680 --> 00:20:52,600 dude. Many such cases are about to 394 00:20:52,600 --> 00:20:56,680 happen anyways, so so we'll. See me and my pups bag 395 00:20:57,000 --> 00:20:59,560 basically. Yeah, but we didn't pay for 396 00:20:59,560 --> 00:21:01,480 that, did we? I mean, I don't know, I, I, I 397 00:21:01,480 --> 00:21:03,640 market bought mine because I didn't get mine from the, the 398 00:21:03,640 --> 00:21:06,280 the ordinals. Dude, I'm down so bad on that. 399 00:21:06,320 --> 00:21:08,280 I mean, I'm not down because it's free, but it's just like I 400 00:21:08,280 --> 00:21:10,720 don't even want to look at it. Let's just wait for Bitcoin to 401 00:21:10,720 --> 00:21:12,840 go with 100 Ki mean. Look at. 402 00:21:13,280 --> 00:21:16,480 It here's a here's some hoping for you when Bitcoin's 100K 403 00:21:17,120 --> 00:21:22,600 Shirley pups is somewhere. Speaking of that, what's up with 404 00:21:22,600 --> 00:21:24,160 RSIC? May as well segue into another 405 00:21:24,160 --> 00:21:25,280 one of your topics you had today. 406 00:21:25,280 --> 00:21:27,280 So tell me because that's another one that round trip 407 00:21:27,280 --> 00:21:29,640 pretty well. What's up with RSIC? 408 00:21:29,840 --> 00:21:33,080 Yeah, there's a point where RSIC is one of my biggest positions. 409 00:21:33,080 --> 00:21:36,440 So just in Full disclosure, and I'm still holding on to it 410 00:21:36,440 --> 00:21:38,040 sadly. So I'm also round tripping this 411 00:21:38,040 --> 00:21:38,560 one. What? 412 00:21:38,560 --> 00:21:40,920 Happened I was turbo, turbo. I mean, I still, I'm bullish on 413 00:21:40,920 --> 00:21:44,520 that, but what's going on there? Yeah, So they basically had been 414 00:21:44,520 --> 00:21:46,480 radio silent since the runes launched. 415 00:21:46,480 --> 00:21:49,520 So they executed a successful launch. 416 00:21:49,880 --> 00:21:52,680 They won some brownie points in the community by helping other 417 00:21:52,680 --> 00:21:55,600 teams launch their tokens because it was not an easy 418 00:21:55,600 --> 00:22:01,240 technical feat to do. But then over the last month, 419 00:22:02,320 --> 00:22:04,920 four to six weeks, the the chatter started to grow like, 420 00:22:04,920 --> 00:22:07,240 OK, what are you guys doing now for season 2? 421 00:22:07,360 --> 00:22:10,280 Like we, we've got these NFTS that they're, they're miners. 422 00:22:10,280 --> 00:22:12,400 They're still mining something. We don't know what they're 423 00:22:12,400 --> 00:22:15,640 mining exactly. These NTS have rarity on them. 424 00:22:16,160 --> 00:22:19,040 What what does the rarity mean? And we just haven't gotten any 425 00:22:19,040 --> 00:22:22,480 answers whatsoever. The team does their cryptic 426 00:22:22,480 --> 00:22:24,120 tweets. They they put out the 8 ball. 427 00:22:25,080 --> 00:22:29,040 They they finally have posted a tweet yesterday with a little 428 00:22:29,520 --> 00:22:34,800 bit, but it just says play. OK, so so now it it looks like 429 00:22:34,800 --> 00:22:38,880 they may be turning this into some kind of a game. 430 00:22:38,880 --> 00:22:40,400 The market has not responded. Hear. 431 00:22:40,400 --> 00:22:46,080 Me out game fi on Bitcoin. Well, so the the very first one 432 00:22:46,080 --> 00:22:50,520 of the first buy thesis or as I see was this is the loot of 433 00:22:50,520 --> 00:22:52,640 Bitcoin. We know where. 434 00:22:52,960 --> 00:22:54,240 Loot was. It was like nasty. 435 00:22:54,520 --> 00:22:56,840 Lost porn? I think the biggest lost porn in 436 00:22:56,840 --> 00:22:58,920 NF TS last cycle was some of the loot bags. 437 00:22:59,320 --> 00:23:02,440 Yeah, the charts look similar. So it's also playing out like 438 00:23:02,480 --> 00:23:08,200 diluted played out because it was still a big air drop. 439 00:23:08,200 --> 00:23:13,640 I mean it came out at like 200, two, 150 million market cap went 440 00:23:14,800 --> 00:23:16,760 I think it hit across 300 million at peak. 441 00:23:16,760 --> 00:23:19,800 Now it's down around 80 million. So yeah, it's down about 75%. 442 00:23:20,360 --> 00:23:22,720 We'll we'll we'll see what they come back with. 443 00:23:23,080 --> 00:23:26,840 It's a team or I think they could salvage it like this is a 444 00:23:26,840 --> 00:23:30,160 salvageable bag I believe. This is a salvageable buying. 445 00:23:30,160 --> 00:23:32,760 I actually agree with you, but I mean look, Bitcoin dominance 446 00:23:33,040 --> 00:23:35,480 lowering and the rest of the market going higher literally 447 00:23:35,480 --> 00:23:37,480 means that Bitcoin and its assets are going to go lower. 448 00:23:37,920 --> 00:23:40,160 Like it's just how the name of the game like you can't expect 449 00:23:40,160 --> 00:23:44,440 puppets, pups and all right, like ordinals ruins to really 450 00:23:44,440 --> 00:23:46,800 grind higher with let's say Etho and their betas. 451 00:23:48,040 --> 00:23:50,480 If that's a Bitcoin beta, right, This is why I see it. 452 00:23:50,480 --> 00:23:53,640 I'm like, well, the grass was green on my Bitcoin bags when 453 00:23:53,640 --> 00:23:56,080 Ethan sold were down because Bitcoin was cooking it. 454 00:23:56,080 --> 00:23:58,520 And now my Solano bags are, let's say, grinding higher. 455 00:23:58,520 --> 00:23:59,960 Obviously my Bitcoin bags are lower. 456 00:24:00,120 --> 00:24:01,480 I think it's good. Just gonna have a basket of 457 00:24:01,480 --> 00:24:02,440 everything, right? What do you think? 458 00:24:02,760 --> 00:24:05,560 It's even like I think like beta may not even be like the right 459 00:24:05,560 --> 00:24:09,080 word because they're literally denominated which are tied to 460 00:24:09,080 --> 00:24:13,120 the price of Bitcoin. So even if your rune holds, even 461 00:24:13,120 --> 00:24:18,200 in SAS, if Bitcoin drove by 10%, you, your, your room just 462 00:24:18,200 --> 00:24:21,360 dropped by 10% as well. So then that doesn't even 463 00:24:21,360 --> 00:24:25,120 factor, you know, any negatives or additional cell pressure that 464 00:24:25,120 --> 00:24:27,880 would come on a day where Bitcoin moved down by by 10%. 465 00:24:28,520 --> 00:24:31,320 There would be some and that's why the violent down moves are, 466 00:24:31,360 --> 00:24:34,520 are so strong. But the, the opium here 'cause 467 00:24:34,520 --> 00:24:40,320 it's opium is if, if Bitcoin does start going back up, which 468 00:24:40,400 --> 00:24:43,040 which many believe it will exactly when that's going to 469 00:24:43,040 --> 00:24:45,560 happen. It it, it works good on the 470 00:24:45,600 --> 00:24:47,640 upside. So again, these these are 471 00:24:47,640 --> 00:24:50,200 denominated in sats tied to the price of Bitcoin. 472 00:24:50,200 --> 00:24:53,560 So if if Bitcoin goes back to 70 K, that's a 30% move. 473 00:24:53,560 --> 00:24:56,920 If these rooms hold even they're up 30% as well. 474 00:24:57,760 --> 00:24:59,800 And then like that's not even accounting for additional buy 475 00:24:59,800 --> 00:25:01,800 pressure. So there's still a well liked 476 00:25:01,800 --> 00:25:03,680 team. They've got the the upside 477 00:25:03,680 --> 00:25:05,920 potential with a movement in Bitcoin. 478 00:25:06,520 --> 00:25:08,240 They're going to have to deliver something. 479 00:25:08,960 --> 00:25:11,400 My personal thesis for this one is if they didn't, they had to 480 00:25:11,440 --> 00:25:15,360 to announce what the project was or do something for Season 2 for 481 00:25:15,360 --> 00:25:18,240 this coin to do well, they haven't done that and that's why 482 00:25:18,240 --> 00:25:20,120 I think that we've seen the performance we have. 483 00:25:20,400 --> 00:25:24,560 What's this I know a guy is comment commenting at us saying 484 00:25:25,200 --> 00:25:29,720 they etched rule #21 ticker RSIC season 2 on having day. 485 00:25:30,000 --> 00:25:33,320 So we definitely we're mining. OK. 486 00:25:33,320 --> 00:25:39,200 So we're, we're mining OK, We're mining RSIC Season 2 tokens. 487 00:25:39,280 --> 00:25:41,240 Well, I don't. What does that mean? 488 00:25:42,120 --> 00:25:43,800 Right. So that's my counter. 489 00:25:43,800 --> 00:25:46,600 So we don't even know what the tokens we own are, let alone 490 00:25:46,600 --> 00:25:49,320 what these season 2 tokens are. So like at some point you have 491 00:25:49,320 --> 00:25:52,720 to tell us for for people to buy this, buy this thing. 492 00:25:53,760 --> 00:25:56,920 Yeah, it comes. I don't see personally speaking, 493 00:25:56,920 --> 00:25:58,800 as soon as I saw Bitcoin dominance dropping I knew where 494 00:25:58,800 --> 00:26:00,320 my ruins and or those bags were going. 495 00:26:00,720 --> 00:26:03,280 Yeah. I'm not like, I just, it was 496 00:26:03,280 --> 00:26:04,920 like, OK, like that's what's going to happen. 497 00:26:07,480 --> 00:26:08,320 Yeah. I mean, the puppets are still 498 00:26:08,320 --> 00:26:13,200 above .1, which is not bad. Point 12 or something like this. 499 00:26:13,200 --> 00:26:14,720 Let's let's take a look at ordinals a little bit. 500 00:26:14,720 --> 00:26:15,960 A little bit. Let's look a look at the 501 00:26:15,960 --> 00:26:17,880 ordinal. I I thought last time I saw the 502 00:26:17,880 --> 00:26:20,520 Quinn cats were holding. Well, yeah, I mean, quantum cats 503 00:26:20,520 --> 00:26:23,360 are .25. No, monkeys are .16, puppets are 504 00:26:23,360 --> 00:26:26,280 .12. I mean, healthy retraces across 505 00:26:26,280 --> 00:26:28,840 the board, right? Big retraces, it seems like 506 00:26:28,840 --> 00:26:32,320 they're somewhat steadyish here, so like puppets haven't really 507 00:26:32,320 --> 00:26:35,840 dipped back below that .1 level. Well, I'm cats feel the 508 00:26:35,840 --> 00:26:37,880 strongest. I have to admit I don't hold it 509 00:26:37,880 --> 00:26:40,320 anymore. They got the proposal right for 510 00:26:40,320 --> 00:26:43,160 Bitcoin and everything, they got OPCAT and everything, so that 511 00:26:43,160 --> 00:26:46,240 makes sense for me. Yeah, they're holding up .25 512 00:26:46,240 --> 00:26:50,800 through this brutal downstretch. And I mean they're that's still, 513 00:26:50,800 --> 00:26:55,960 I think they meant it for .1. So anyone who minted is still a 514 00:26:56,040 --> 00:26:57,080 big. And the thing about them is that 515 00:26:57,080 --> 00:26:58,600 they didn't have that parabolic run up. 516 00:26:58,640 --> 00:26:59,760 I don't think they ever really got. 517 00:26:59,960 --> 00:27:01,960 They might have briefly passed like .4 for like a. 518 00:27:01,960 --> 00:27:04,680 Day or 50%? Only barely. 40 maybe? 519 00:27:05,320 --> 00:27:09,200 Yeah, which is also good 'cause like then you've got a better 520 00:27:09,200 --> 00:27:11,160 holder sentiment than like node monkeys. 521 00:27:11,160 --> 00:27:15,280 Anyone who bought nodes at like .6 point 7.8, right? 522 00:27:15,280 --> 00:27:17,800 It's just down so bad sound clops. 523 00:27:18,760 --> 00:27:22,440 So they feel the strongest. If I had to pick one collection 524 00:27:22,440 --> 00:27:25,000 to really boom in the near term, it's them. 525 00:27:25,000 --> 00:27:30,560 But higher ROI OPS I still think like puppets and nodes still 526 00:27:30,560 --> 00:27:32,880 kind of jump out to me from a pure ROI standpoint. 527 00:27:33,160 --> 00:27:35,520 I mean, if you think we're going to have a run like the last one 528 00:27:36,160 --> 00:27:41,600 or similar to by default you think NFTS, some NFTS will have 529 00:27:41,600 --> 00:27:44,760 a run as well. Then by default on Bitcoin, you 530 00:27:44,760 --> 00:27:48,280 go towards the Fantastic Four of Bitcoin, which is like puppets, 531 00:27:48,840 --> 00:27:55,000 nodes, Quantum cats. And why am I? 532 00:27:55,800 --> 00:27:57,720 OMB. No 1B, thank you. 533 00:27:57,720 --> 00:28:00,160 And now there's the Billy Cats I'm seeing, which is probably 534 00:28:00,160 --> 00:28:01,640 tied to that room. I haven't played that room, but 535 00:28:01,640 --> 00:28:04,480 Prince has been doing good. So there's a few collections, 536 00:28:04,480 --> 00:28:06,720 but to me like that, there's four like the four, right? 537 00:28:06,720 --> 00:28:08,760 Usually that's what at least they were a few months ago. 538 00:28:09,000 --> 00:28:13,120 I'm I'm going to apologies to to Billy fans out there. 539 00:28:13,120 --> 00:28:16,480 I think that the core issue with Billy now just find your backs 540 00:28:16,480 --> 00:28:18,360 too hard because there's another Billy token. 541 00:28:19,000 --> 00:28:22,320 The Billy token on Solana has way more mind share. 542 00:28:22,960 --> 00:28:24,800 Because there's the Billy Cat token on. 543 00:28:25,280 --> 00:28:27,800 I think it's hard for two coins with the same ticker to both. 544 00:28:28,160 --> 00:28:30,440 I mean, especially when the Solano one's way easier to buy, 545 00:28:31,000 --> 00:28:33,640 you know, and it's been doing pretty fucking good you got. 546 00:28:33,640 --> 00:28:36,840 Rasmor out on the street pitching it to the objects. 547 00:28:36,960 --> 00:28:40,360 Rasmer's doing the the Rasmer by the way to Speaking of which, 548 00:28:40,640 --> 00:28:44,080 just want to tell you by fantasy top team that I put in that 549 00:28:44,080 --> 00:28:47,800 second one I ended up putting in is cooking Bro it's 7th right 550 00:28:47,800 --> 00:28:48,800 now. Nice, that's the. 551 00:28:48,960 --> 00:28:52,520 One where it's Rasmer, Vadamo, Rasmor Alon or A7 Hero I. 552 00:28:52,880 --> 00:28:56,400 Think it would be me? That they're, they're cooking. 553 00:28:56,400 --> 00:28:59,400 So love to see that. Speaking of which, two things, 554 00:28:59,480 --> 00:29:01,640 let's talk about fantasy top real quick and blast cuz let's 555 00:29:01,640 --> 00:29:02,920 go over cuz it was blast distribution. 556 00:29:02,920 --> 00:29:04,920 We don't need to go over too much, but love to see fantasy 557 00:29:04,920 --> 00:29:07,160 top getting the biggest distribution alongside thruster. 558 00:29:07,440 --> 00:29:11,440 And then let's talk about and then let's get let's get let's 559 00:29:11,440 --> 00:29:13,680 get to to the ETS, Solana and and East. 560 00:29:13,680 --> 00:29:15,640 But what's up with blast? There was like a big 561 00:29:15,640 --> 00:29:19,160 distribution announcement. Yeah, Phase two distribution 562 00:29:19,160 --> 00:29:24,120 went out last night. A few one they confirm very 563 00:29:24,120 --> 00:29:28,280 purpose is of supporting devs of mobile dabs and incentivizing 564 00:29:28,280 --> 00:29:31,520 users to use mobile via the Blast app. 565 00:29:31,520 --> 00:29:37,400 So that is a switch from season one or phase one here to to this 566 00:29:37,400 --> 00:29:39,400 phase. So, so pay attention to that. 567 00:29:39,400 --> 00:29:41,600 That's those are the apps we're going to get rewarded the most. 568 00:29:41,840 --> 00:29:45,720 10 million gold in total given out 500,000 of that earmarked 569 00:29:45,800 --> 00:29:49,360 for new dapps, Thruster and Fancy top big winners. 570 00:29:49,800 --> 00:29:51,360 Not surprised to see thruster up there. 571 00:29:51,360 --> 00:29:53,600 I think some surprised to see fancy top up there. 572 00:29:53,600 --> 00:29:58,000 I think it wasn't necessarily a lock that it would be 1.2 573 00:29:58,000 --> 00:30:00,920 million gold each. Then I think Wasabi was a huge 574 00:30:00,920 --> 00:30:05,120 mover jumping up to that 800,000 gold level. 575 00:30:05,120 --> 00:30:07,960 A lot of games up there right? So so captain company, wolf 576 00:30:07,960 --> 00:30:13,440 game, Yolo all in tier. IKB, you have Andy and IKB with 577 00:30:13,440 --> 00:30:18,760 the gambling, the sports, sorry, the fantasy sports. 578 00:30:19,120 --> 00:30:21,280 Yeah, fantasy sports and and the pick on. 579 00:30:21,280 --> 00:30:22,840 So that's a huge win for IKB as well. 580 00:30:23,400 --> 00:30:28,200 One of the big winners D1 got got totally naked, which I think 581 00:30:28,200 --> 00:30:31,880 a lot of folks. I think I saw teams and and and 582 00:30:31,880 --> 00:30:34,600 I see OB celebrating that. I I have. 583 00:30:34,800 --> 00:30:37,560 It was hilarious because that team really fucked it up, didn't 584 00:30:37,560 --> 00:30:39,280 they? Yeah, they didn't get out their 585 00:30:39,280 --> 00:30:42,640 gold very well, basically like they, they turned it into this 586 00:30:42,640 --> 00:30:44,520 mean coin competition. I honestly, I, and I wasn't 587 00:30:44,520 --> 00:30:46,600 really paying that close of attention to it because I wasn't 588 00:30:46,600 --> 00:30:48,680 in those streets. But it seems like they kind of 589 00:30:48,680 --> 00:30:51,320 screwed over all their users didn't get sold out. 590 00:30:51,320 --> 00:30:56,000 Well, the the other caveat here that's important is OK for one. 591 00:30:56,000 --> 00:30:59,040 So like, let's set the table, set this to stage things gold. 592 00:30:59,120 --> 00:31:01,680 This gold is worth much less than we thought it was. 593 00:31:02,000 --> 00:31:06,600 Going into so the only. One I saw stats hasn't done it. 594 00:31:06,600 --> 00:31:08,200 We're probably not going to get a stats post. 595 00:31:08,520 --> 00:31:10,520 Come on. Stats A raving ape. 596 00:31:10,520 --> 00:31:12,840 I think it is a deep farmer. He put it out a conservative 597 00:31:12,840 --> 00:31:16,800 $0.25 per per blast gold as which I like. 598 00:31:17,080 --> 00:31:18,360 I like that number. Are you? 599 00:31:18,800 --> 00:31:22,480 Being realistic. Because like, I mean, it could 600 00:31:22,480 --> 00:31:27,160 be lower, yes, certainly it could be lower, but that 601 00:31:27,160 --> 00:31:29,640 actually feels like a number where we could be surprised to 602 00:31:29,640 --> 00:31:32,680 the upside. So if you mark all those 603 00:31:32,680 --> 00:31:37,000 allocations down to $0.25 and you just kind of position 604 00:31:37,000 --> 00:31:39,680 yourself accordingly, it feels like you can make smarter, 605 00:31:40,240 --> 00:31:43,280 smarter trades and smarter moves versus when we thought gold was 606 00:31:43,280 --> 00:31:49,120 going to be 88 to $10. So that was a notable 1. 607 00:31:49,760 --> 00:31:52,440 And so that means basically, oh, the other aspect is that this 608 00:31:52,440 --> 00:31:55,560 goal all has to be given out by the 1st week of next month, 609 00:31:55,920 --> 00:31:58,520 every single month. So for these Depps to get their 610 00:31:58,520 --> 00:32:02,360 next allocation, it has to be 100% distributed, which is a big 611 00:32:02,360 --> 00:32:05,320 deal because the teams were not doing that in this last round. 612 00:32:05,320 --> 00:32:08,360 And that's what led to huge accumulation and and give out at 613 00:32:08,360 --> 00:32:11,000 the end. But now, you know, so like 614 00:32:11,200 --> 00:32:14,080 you've written gold to $0.25. OK, well, that means fantasy 615 00:32:14,080 --> 00:32:18,080 tops got $300,000 to give out this in the next three weeks, 616 00:32:18,080 --> 00:32:19,720 not even a month really in in three. 617 00:32:19,720 --> 00:32:24,720 Yeah, the prizes right on on top of this. 618 00:32:24,720 --> 00:32:28,240 So I think for fantasy top, I don't know that we've seen a 619 00:32:28,240 --> 00:32:30,160 whole lot of buy pressure on the card. 620 00:32:30,560 --> 00:32:33,000 Curious if that comes back. I think my general read is 621 00:32:33,000 --> 00:32:34,960 everyone who's got the decks who's just going to keep playing 622 00:32:34,960 --> 00:32:36,440 them. We're just going to keep running 623 00:32:36,440 --> 00:32:38,120 this thing out. OK. 624 00:32:38,800 --> 00:32:40,560 Texas will be interesting to watch. 625 00:32:40,560 --> 00:32:43,160 Texas is hard to catch. So you kind of have to be 626 00:32:43,160 --> 00:32:48,640 terminally on play that, play that game And then for heroes 627 00:32:48,640 --> 00:32:51,680 the the revenue share. So if the revenue share checks 628 00:32:51,680 --> 00:32:56,360 overcome, that'll be a nice little STEMI as well. 629 00:32:57,000 --> 00:32:59,240 OK, I'm not surprised. The fantasy by the way, getting 630 00:32:59,240 --> 00:33:02,840 the top thing because it's been the fantasy in my opinion, has 631 00:33:02,840 --> 00:33:06,000 onboarded more people to blast that were interesting than than 632 00:33:06,120 --> 00:33:08,360 most the apps, me being one of them. 633 00:33:09,000 --> 00:33:11,960 I would agree I most fun, most organically fun. 634 00:33:12,520 --> 00:33:15,680 It, it involves Twitter, the influencers, whatever you want 635 00:33:15,680 --> 00:33:19,760 to call them and involve being active and makes it fun. 636 00:33:19,760 --> 00:33:22,120 It look at me like yesterday, I was excited to play when you 637 00:33:22,120 --> 00:33:23,840 told me last minute to get involved. 638 00:33:23,840 --> 00:33:27,440 Like I think it, it, it has this excitement around it If at the 639 00:33:27,440 --> 00:33:28,920 top of every month they're going to be involved. 640 00:33:28,920 --> 00:33:31,240 I like it. I, I, I want to see them win 641 00:33:31,240 --> 00:33:33,960 because we need those games to survive more than just, oh, an 642 00:33:33,960 --> 00:33:35,640 incentive of gold, right? So. 643 00:33:36,040 --> 00:33:38,280 I like it. I hope, I hope, I hope this 644 00:33:38,280 --> 00:33:40,320 continues. And last but not least, I mean, 645 00:33:41,320 --> 00:33:43,880 I mean like the, the big, the big hopium, right, The big, big, 646 00:33:43,880 --> 00:33:46,040 big, big, big, big, big hopium, which you see, you guys are 647 00:33:46,040 --> 00:33:47,720 going to see me retweeting all the news about it. 648 00:33:47,960 --> 00:33:51,880 I mean, Solana again at the at the head of the top of the 649 00:33:51,880 --> 00:33:55,080 conversation, while, you know, of course, like Etts could be 650 00:33:55,080 --> 00:33:57,040 approved any minute now, any day now. 651 00:33:57,320 --> 00:34:01,040 But Nate Jurassi pointing out interesting to see global head 652 00:34:01,040 --> 00:34:04,680 of ETP listings at CBOE comments on Solana ETF 19 before filings. 653 00:34:05,080 --> 00:34:06,920 Nothing you not something you see every day. 654 00:34:07,200 --> 00:34:09,480 And he said we are now addressing the increasing 655 00:34:09,480 --> 00:34:12,239 investor interest in Solana, one of the most actively traded 656 00:34:12,239 --> 00:34:13,960 cryptocurrency after Bitcoin and ether. 657 00:34:14,199 --> 00:34:17,719 So it seems like Vanek and 21 shares both applied for for 658 00:34:17,719 --> 00:34:20,400 Solana ETF. So we got a post by Matthew 659 00:34:20,400 --> 00:34:22,719 Siegel, who's the head of digital assets of Vanek saying 660 00:34:22,920 --> 00:34:25,440 we at Vanek are pleased to announce that CBOE just filed 661 00:34:25,440 --> 00:34:29,440 our 19B4 to list and trade shares of the first Solana 662 00:34:29,440 --> 00:34:32,639 exchange traded fund in the US. We look forward to engaging with 663 00:34:32,639 --> 00:34:34,000 the SEC during the review period. 664 00:34:34,000 --> 00:34:36,639 I mean, dude, Tyler. Huge. 665 00:34:37,560 --> 00:34:39,639 Huge. Massively huge. 666 00:34:40,560 --> 00:34:42,719 I think we on the show, I think we we all are pretty much 667 00:34:42,719 --> 00:34:46,120 aligned that Solana is a big three blockchain at this point. 668 00:34:46,120 --> 00:34:50,199 That's certainly how I feel like this kind of helps cement that 669 00:34:50,719 --> 00:34:53,360 as a reality. I believe I saw a different 670 00:34:53,360 --> 00:34:54,400 tweet. I haven't seen this totally 671 00:34:54,400 --> 00:34:57,600 confirmed, but I believe March 2025 is the deadline for 672 00:34:57,600 --> 00:35:01,880 approval of these. So that that gives us a sense of 673 00:35:01,880 --> 00:35:03,720 a timeline here. Is this not going to be 674 00:35:03,720 --> 00:35:06,280 something that gets done in in the immediate future? 675 00:35:06,960 --> 00:35:10,360 Many think that it's basically going to require a a Trump 676 00:35:10,360 --> 00:35:14,160 election win to go through. We can put that aside for now, 677 00:35:15,080 --> 00:35:20,280 but basically so winter 2024 I dubbed many on many occasions 678 00:35:20,280 --> 00:35:23,760 Solana winter Solana was a huge out performer. 679 00:35:23,760 --> 00:35:27,320 That's when Solana meme went off March, the end of March, end of 680 00:35:27,320 --> 00:35:31,240 Q1 was the top for this meme cycle. 681 00:35:31,720 --> 00:35:34,960 It seems like we can have that same set up now in 2025, right? 682 00:35:34,960 --> 00:35:39,200 Like leading up into the potential right March, it could 683 00:35:39,200 --> 00:35:42,760 play out very similarly. I think we were talking to group 684 00:35:42,760 --> 00:35:45,360 chats. So like when if you are going to 685 00:35:45,360 --> 00:35:48,960 start DCA ING out of Solano, when do you do it? 686 00:35:48,960 --> 00:35:52,240 Is it before that approval? Is it after? 687 00:35:53,960 --> 00:36:01,040 My mental model is still cycle top like Q 4/20/25 so the the 688 00:36:01,040 --> 00:36:05,720 price is certainly going to play a factor in all this for as one 689 00:36:05,720 --> 00:36:09,120 to potentially sell, but man. I'm going to DCA out from Q2 690 00:36:09,240 --> 00:36:10,720 slowly. Simple. 691 00:36:10,720 --> 00:36:13,560 This time I'm going to try and stick myself to out. 692 00:36:14,360 --> 00:36:15,320 Fuck. Sorry I cut myself. 693 00:36:16,000 --> 00:36:21,880 Why am I playing with it? You said Q, sorry I missed you. 694 00:36:21,880 --> 00:36:25,440 So Q2 20/25/20. Five, I think slowly, DCA out 695 00:36:25,440 --> 00:36:28,400 slowly. Like very slowly, that's why I'm 696 00:36:28,400 --> 00:36:29,840 telling myself now, because I know I won't do it. 697 00:36:31,320 --> 00:36:35,080 So I, I'm like trying to force my brain to start telling itself 698 00:36:35,360 --> 00:36:39,920 that, you know, around summer 25, summer suck. 699 00:36:41,000 --> 00:36:44,280 So it's, it's OK. You know, give me, you know, 700 00:36:44,280 --> 00:36:46,680 soon as I get my targets on Seoul, like I have a few 701 00:36:46,680 --> 00:36:49,040 targets. I have a opium target, which is 702 00:36:49,040 --> 00:36:52,560 like the $1000 set that everyone's like sold on to 1000. 703 00:36:52,880 --> 00:36:54,920 But surely if everyone sells sold on to 1000, then 704 00:36:54,920 --> 00:36:56,880 everybody's going to dump it on me before that. 705 00:36:57,440 --> 00:37:00,240 So you know at. 989 hundred it's. 706 00:37:00,240 --> 00:37:04,760 Free dude, I can forgive it. Handsome Solar is Solana dude 707 00:37:04,760 --> 00:37:06,120 already. It's so. 708 00:37:06,160 --> 00:37:09,720 Here's the other factor. Everybody's like, no, everyone's 709 00:37:09,720 --> 00:37:11,280 selling. They love to rebuy the dips. 710 00:37:11,280 --> 00:37:12,600 Like I get all that. You're not. 711 00:37:12,600 --> 00:37:14,880 They're gonna love rebuying it at the next high. 712 00:37:15,160 --> 00:37:17,080 Like 70% higher is where you should buy it back. 713 00:37:18,240 --> 00:37:22,560 Of course and like so we, we haven't lived through this, this 714 00:37:22,880 --> 00:37:27,640 an ETF bear cycle, right. So like there's a the real 715 00:37:27,640 --> 00:37:32,040 chance that the, the lows are are dampened, right? 716 00:37:32,040 --> 00:37:36,200 Like that we don't see like the 8090% pull backs from, from 717 00:37:36,200 --> 00:37:41,800 prior crypto cycles in an ETF world in that it could just be, 718 00:37:41,880 --> 00:37:45,240 you know, more like traditional markets. 719 00:37:45,560 --> 00:37:49,960 So in that scenario, like do you really worry about selling cycle 720 00:37:49,960 --> 00:37:54,040 tops as much? I know like talking heads, we 721 00:37:54,040 --> 00:37:56,480 have to come in here and talk about it, but I think it's 722 00:37:56,480 --> 00:37:59,880 potentially a new paradigm. I think if you have a plan to 723 00:37:59,880 --> 00:38:02,240 DCA out just like you have a plan DCA in, you could never 724 00:38:02,240 --> 00:38:04,240 feel bad for selling and living your life. 725 00:38:05,320 --> 00:38:07,840 Sure, but like what did you DCLDCA out to cash? 726 00:38:07,840 --> 00:38:11,480 Did you DCA out to Bitcoin? That's a good question. 727 00:38:11,880 --> 00:38:13,880 I mean, I, you know, someone give me really good. 728 00:38:13,880 --> 00:38:15,680 Like I think it was Benny. I was talking to him on the 729 00:38:15,680 --> 00:38:19,640 phone with somebody else about something last week and he 730 00:38:19,640 --> 00:38:20,920 actually gave me really good advice. 731 00:38:20,960 --> 00:38:24,160 I'll share here, he said, because a friend of mine like 732 00:38:24,160 --> 00:38:29,520 had a pretty good cash event and wants to reinvest in the market 733 00:38:29,520 --> 00:38:31,400 right, Because right now is a great time in my opinion. 734 00:38:31,960 --> 00:38:34,800 Obviously you know that, but it's a good time to buy some 735 00:38:34,800 --> 00:38:37,680 coins in my opinion, non financial advice, yadda yadda 736 00:38:37,680 --> 00:38:40,520 and all that shit. But he was like, you buy a third 737 00:38:40,520 --> 00:38:45,600 Bitcoin, a third ETH and a third Solana when Solana outperformed 738 00:38:45,720 --> 00:38:48,280 ETH right? You sell the soul like once it 739 00:38:48,280 --> 00:38:51,520 pumps crazy and you buy, you put into ETH, then Ethan's going to 740 00:38:51,520 --> 00:38:54,240 perform, then you sell that you put into Bitcoin, and then you 741 00:38:54,240 --> 00:38:57,120 keep the Bitcoin until you feel like the cycle's slowly coming 742 00:38:57,120 --> 00:38:58,560 to an end and then you sell that Bitcoin. 743 00:38:58,760 --> 00:39:00,640 Easier said than done, but I actually thought that was good 744 00:39:00,640 --> 00:39:03,440 advice, like sound advice, right? 745 00:39:03,440 --> 00:39:05,840 Because if you think Swan's going to perform, which is my 746 00:39:05,840 --> 00:39:08,000 bet, and I know man, don't know if you're aligned, I think 747 00:39:08,000 --> 00:39:10,800 you're aligned with that like Swan outperforming Ethan code. 748 00:39:10,800 --> 00:39:12,440 That doesn't mean Ethan's not going to go to 10K. 749 00:39:12,440 --> 00:39:15,600 It just means in terms of percentage or X, SWAN 750 00:39:15,600 --> 00:39:17,560 outperforms. It's actually not a bad plan. 751 00:39:17,800 --> 00:39:19,600 So you're right, like you could DC into Bitcoin. 752 00:39:20,000 --> 00:39:23,120 I don't see myself ever not owning a piece of crypto crypto 753 00:39:23,160 --> 00:39:24,880 at all. So you're right, like maybe at 754 00:39:24,880 --> 00:39:27,080 some point DC half of it to cash of it to Bitcoin. 755 00:39:27,360 --> 00:39:30,080 But I, I, I, I have learned from last cycle at cash's game 756 00:39:31,720 --> 00:39:33,480 because I didn't have what I wanted to have. 757 00:39:33,480 --> 00:39:35,160 I wish I had this cycle, you know? 758 00:39:35,800 --> 00:39:37,720 To buy the to buy potential dibs or. 759 00:39:37,880 --> 00:39:40,360 Always tells me like a wizard who has a club in the Hamptons. 760 00:39:40,720 --> 00:39:43,160 Always tells me and reminds me. Does he does he have a club? 761 00:39:43,640 --> 00:39:47,160 He has a club in the Hamptons. It's it it, you know it catchy 762 00:39:47,160 --> 00:39:51,840 Shubi, I think it's called. But you know, it's you know what 763 00:39:51,840 --> 00:39:55,640 it is? It's he's a he's a profit Maxi. 764 00:39:55,640 --> 00:39:58,320 He always says and he always has cash in hand to buy back. 765 00:39:59,040 --> 00:40:02,680 That's not bad. I find like like, you know, 766 00:40:03,000 --> 00:40:05,680 you're never going to you're never going to regret opening 767 00:40:05,680 --> 00:40:11,360 your bank account and being able to book that trip and being not 768 00:40:11,520 --> 00:40:13,560 making a dent in your finances. You know what I mean? 769 00:40:14,560 --> 00:40:16,720 Agreed, but we're approaching a world where you'll be able to do 770 00:40:16,720 --> 00:40:19,000 that on chain travel swap, right? 771 00:40:19,040 --> 00:40:20,600 So you could you could go to USDC. 772 00:40:21,000 --> 00:40:22,640 I have a call with the founder on the USD. 773 00:40:23,320 --> 00:40:24,840 I have a call with their founder today. 774 00:40:24,840 --> 00:40:26,960 That's funny you mentioned that. I saw it on my calendar this 775 00:40:26,960 --> 00:40:28,960 morning. I thought it was funny. 776 00:40:29,360 --> 00:40:32,640 Look, I love that the comment. Where's the club in the 777 00:40:32,640 --> 00:40:35,000 Hamptons? That's funny you mentioned that. 778 00:40:35,000 --> 00:40:36,120 I saw. I opened my calendar. 779 00:40:36,120 --> 00:40:37,760 This one, I was like, oh, we have a call with this guy today. 780 00:40:38,760 --> 00:40:40,320 But anyway, so there's that, right? 781 00:40:40,320 --> 00:40:42,320 So I think we'll see, we'll, we'll be talking about it then, 782 00:40:42,320 --> 00:40:44,400 that's for sure. What's the latest on the ETTS? 783 00:40:44,960 --> 00:40:47,000 The ETTS news 'cause I know he talks on ETS. 784 00:40:47,160 --> 00:40:49,640 So they're saying like it depends on the political party 785 00:40:49,640 --> 00:40:52,880 and it depends on also it's the, the deadline would be March 786 00:40:52,880 --> 00:40:54,440 2025. So we're talking really far. 787 00:40:54,640 --> 00:40:56,840 The reason why we're bringing it up is while it's just a 788 00:40:56,840 --> 00:41:01,360 narrative right now, just to imagine is enough to have a 789 00:41:01,360 --> 00:41:02,840 price impact. And that's how I see it. 790 00:41:03,160 --> 00:41:05,080 That's the mentality of the market that that that's why I 791 00:41:05,080 --> 00:41:07,800 push it that way. Solana holding strong at $440 792 00:41:07,800 --> 00:41:10,040 while because it's a 57 Ki like it. 793 00:41:10,320 --> 00:41:14,120 So anyway, so we'll see. But Vanek, everyone are filing. 794 00:41:14,120 --> 00:41:16,120 The rumor has it that BlackRock is filing. 795 00:41:16,200 --> 00:41:18,520 I think that's when you're going to see a quite a pump on Solana. 796 00:41:18,600 --> 00:41:20,360 So we'll see. But rumor has it that 797 00:41:20,360 --> 00:41:22,320 Blackrock's filing. No one has the actual. 798 00:41:23,240 --> 00:41:25,360 So, so we'll see. What's the latest on on ETH 799 00:41:25,360 --> 00:41:27,120 though, 'cause I think we're at that finish line here. 800 00:41:28,240 --> 00:41:32,160 So yesterday all of the spot ETF applicants filed their updated 801 00:41:32,160 --> 00:41:35,680 S1 forms, which is typically one of the final actions to take 802 00:41:35,680 --> 00:41:38,880 place. So it looks like imminent is the 803 00:41:38,880 --> 00:41:41,720 correct word. It could be as soon as this 804 00:41:41,720 --> 00:41:43,480 week. I think most are calling for it 805 00:41:43,480 --> 00:41:46,760 to happen now in the next, within the next two weeks. 806 00:41:47,040 --> 00:41:52,160 So by July 20th, you know, we're going to have an ETF and more 807 00:41:52,160 --> 00:41:53,960 hopium because today is a hopium show. 808 00:41:54,760 --> 00:41:56,480 I've seen folks like like scenic. 809 00:41:56,480 --> 00:41:58,280 I think Scenic is a very sharp trader. 810 00:41:58,320 --> 00:42:02,280 He was talking about how crypto Twitter consensus take is that 811 00:42:02,600 --> 00:42:06,240 flows will be bad or ETH. He's saying that that's priced 812 00:42:06,240 --> 00:42:07,560 in. So he's like, So what if they're 813 00:42:07,560 --> 00:42:09,240 not like, what if, what if they're good? 814 00:42:09,240 --> 00:42:11,960 Like so like what happens in that scenario? 815 00:42:12,520 --> 00:42:16,360 And he's saying bid memes. I, I totally agree with you. 816 00:42:16,880 --> 00:42:19,960 I we're, we're, we're within a few business days of them 817 00:42:19,960 --> 00:42:21,640 launching. We're July 9th right now. 818 00:42:22,040 --> 00:42:26,120 They were saying by July 12th, it could be by Friday, worst 819 00:42:26,560 --> 00:42:30,000 case is Monday, Tuesday like next week, right? 820 00:42:30,000 --> 00:42:32,120 Like we could open the market next week with the Ettfs. 821 00:42:32,720 --> 00:42:34,560 It's definitely priced in that the floors are bad. 822 00:42:35,080 --> 00:42:37,000 And I thought that the Grayscale mini trust was good. 823 00:42:37,000 --> 00:42:39,720 That means that they're not going to dump it all in one go 824 00:42:39,720 --> 00:42:42,400 right away, right? Isn't isn't like a positive that 825 00:42:42,400 --> 00:42:43,560 mini trust that grayscale set up? 826 00:42:44,160 --> 00:42:47,840 As I understand it, it means that 10% of their supply will be 827 00:42:47,840 --> 00:42:50,560 locked up, so there's there will be less cell pressure than there 828 00:42:50,560 --> 00:42:52,440 would have been. There's less cell pressure from 829 00:42:52,440 --> 00:42:56,240 Grayscale. He's fully retraced the ETF pump 830 00:42:56,360 --> 00:42:59,920 and then some, I believe because ETF was 2800 a few a few days 831 00:42:59,920 --> 00:43:01,880 ago, right? I think he's been there. 832 00:43:02,360 --> 00:43:08,960 Yeah, it was 2817, right. So when was the news was here, 833 00:43:08,960 --> 00:43:11,760 You see this candle here, that fat candle, that was the ETF 834 00:43:11,760 --> 00:43:14,920 news. That one, we not only have fully 835 00:43:14,920 --> 00:43:17,240 retraced it, but we've gone lower. 836 00:43:17,560 --> 00:43:20,960 So we're now trading at the exact same price as when the 837 00:43:20,960 --> 00:43:23,760 news came out, dollar per dollar ban for ban. 838 00:43:24,400 --> 00:43:26,360 Literally look at it here. We're right there. 839 00:43:26,920 --> 00:43:32,680 What do you think happens when slash if there you go, listen, 840 00:43:32,680 --> 00:43:35,920 we're literally trading there. We're at that support at that 841 00:43:35,920 --> 00:43:38,400 resistance right there, right? What do you think happens when 842 00:43:38,400 --> 00:43:44,640 the ETF flows are positive? We Candlestick up big big green 843 00:43:44,640 --> 00:43:46,360 dildos on on. The charity just kind of. 844 00:43:46,560 --> 00:43:49,680 Talking me into it. We reverse Bart that bitch. 845 00:43:49,800 --> 00:43:55,000 That's what happens. That's what happens. 846 00:43:55,000 --> 00:43:57,280 You know what happens? I mean, how do I draw, damn it, 847 00:43:57,400 --> 00:43:59,000 I don't use this. I don't trade it off. 848 00:43:59,000 --> 00:44:00,200 There you go. That's what happens. 849 00:44:01,400 --> 00:44:05,280 That's what happens. MF first when when the positive 850 00:44:05,280 --> 00:44:06,920 flows we're going to. Cut. 851 00:44:06,920 --> 00:44:09,000 This is a realistic outcome to me. 852 00:44:09,000 --> 00:44:13,520 So I guess like the worst case is like it's a launch and 853 00:44:13,520 --> 00:44:16,320 there's more outflows than we expected and the price goes 854 00:44:16,320 --> 00:44:18,120 down. So that is a possibility. 855 00:44:18,720 --> 00:44:22,160 There's also a possibility that the inflows are surprisingly 856 00:44:22,160 --> 00:44:25,720 good at least at the beginning and and we stomp. 857 00:44:27,320 --> 00:44:29,520 So you're going to have ETH surge and then you're going to 858 00:44:29,520 --> 00:44:32,000 have ETH betas. I think you got to think the ETH 859 00:44:32,040 --> 00:44:34,800 betas we pray. This is called the praying 860 00:44:34,800 --> 00:44:39,240 formation. We pray, OK? 861 00:44:39,680 --> 00:44:42,400 France is going to need some of those formations today, I think. 862 00:44:42,400 --> 00:44:44,800 We are, we're going to win. I, I, I got my money on France. 863 00:44:44,800 --> 00:44:45,480 We're going to win. OK. 864 00:44:45,480 --> 00:44:47,480 I'm going to go watch the game with my mom, you know, be good 865 00:44:47,480 --> 00:44:49,880 vibes and we're going to win anyways. 866 00:44:50,080 --> 00:44:51,720 So I think, I think that's a good roundup. 867 00:44:51,720 --> 00:44:52,920 I think. Shall we pass to the robots? 868 00:44:53,120 --> 00:44:53,920 Is it? Is there anything? 869 00:44:53,960 --> 00:44:55,920 I mean, the messy thing I want to hold for tomorrow. 870 00:44:55,920 --> 00:44:57,920 I don't because I know Mando's a football fan as well. 871 00:44:58,320 --> 00:45:02,560 I want to talk about this messy shit doing that. 872 00:45:02,560 --> 00:45:03,760 Messy's playing. He's playing. 873 00:45:03,760 --> 00:45:05,880 It's Canada, 8:00 PM Eastern Standard Time, semi finals. 874 00:45:05,880 --> 00:45:08,200 Cope America. Dude has probably no idea that 875 00:45:08,200 --> 00:45:10,880 something like shit coin was posted on this thing. 876 00:45:10,880 --> 00:45:12,040 Mando. Where's Mando? 877 00:45:12,040 --> 00:45:14,320 Mando showed up and his Wi-Fi was trash. 878 00:45:15,640 --> 00:45:17,880 I don't know what the fuck is going on in Portugal dude. 879 00:45:17,880 --> 00:45:20,320 Men's. Men's can't get a break with his 880 00:45:20,320 --> 00:45:21,240 Wi-Fi, that's for sure.