1 00:00:00,400 --> 00:00:01,680 Oh yo-yo, what up? What up? 2 00:00:01,680 --> 00:00:07,880 Good morning, Good morning, MGM. Tuesday. 3 00:00:08,119 --> 00:00:14,640 Oh, baby. January 7th. 2020. 05/20/25 Look 4 00:00:14,760 --> 00:00:18,960 at that another beautiful day to have a beautiful day. 5 00:00:19,640 --> 00:00:24,200 I got my ghost in the house. Tyler Mandel, good morning. 6 00:00:24,200 --> 00:00:27,040 How you guys doing today? I'm doing great. 7 00:00:27,040 --> 00:00:30,120 How are you, man? Fantastic, fantastic. 8 00:00:30,120 --> 00:00:34,040 I'm feeling today I'm doing great and I'm being very proud 9 00:00:34,040 --> 00:00:38,360 of being a Canadian citizen. Tyler, my cousin of the South, 10 00:00:38,400 --> 00:00:40,800 how you doing today? I'm thrilled to be speaking with 11 00:00:40,800 --> 00:00:44,760 the potential future Prime Minister of Canada here on on 12 00:00:44,760 --> 00:00:46,920 the show this morning. That was an unexpected twist. 13 00:00:47,400 --> 00:00:49,720 I'm also excited that my kids are both finally back in school 14 00:00:49,720 --> 00:00:52,000 after 2 1/2 weeks. It was just yesterday. 15 00:00:52,000 --> 00:00:54,680 It was just a total kick in the nuts to come back after a 2 week 16 00:00:54,680 --> 00:00:58,000 vacation and and my son's school is still closed another day but 17 00:00:58,000 --> 00:01:01,120 they're both finally back and I can get fully back to work. 18 00:01:01,360 --> 00:01:03,200 And so you get up during the show yesterday, I was like, 19 00:01:03,200 --> 00:01:05,680 yeah, that house must be a fucking madness. 20 00:01:05,960 --> 00:01:09,480 Yes. So it's a happy, happy kids back 21 00:01:09,480 --> 00:01:11,600 to school day. I guess for all the parents out 22 00:01:11,600 --> 00:01:16,800 there, they must be ecstatic. That's so funny because like 23 00:01:16,800 --> 00:01:18,280 every parrot I know is like that. 24 00:01:18,640 --> 00:01:20,600 They're like oh fuck yeah, finally my kids are back to 25 00:01:20,600 --> 00:01:23,040 school. Anyways, alright, I'm going to 26 00:01:23,040 --> 00:01:24,960 have to change this background in a second because it's driving 27 00:01:24,960 --> 00:01:27,680 me nuts. But you know, it's a it's an 28 00:01:27,680 --> 00:01:30,320 honor, you know, to be host. You know, you guys, you're 29 00:01:30,320 --> 00:01:34,560 hosting the show now with, you know, you know, 2% chances, you 30 00:01:34,560 --> 00:01:36,400 know, I'm I'm above Trudeau on Polly market lines. 31 00:01:36,400 --> 00:01:39,440 You know, it's been on my tweet. So you guys are you guys, you 32 00:01:39,440 --> 00:01:42,320 guys are hosting the show here with potential future Prime 33 00:01:42,320 --> 00:01:44,800 Minister of Canada here. We're going to be campaigning 34 00:01:44,800 --> 00:01:48,080 all the way through October and see if we can move up in those 35 00:01:48,080 --> 00:01:50,160 polls. You know, I mean, I get a green 36 00:01:50,160 --> 00:01:52,320 scrap, fucking green screen for the background. 37 00:01:52,840 --> 00:01:55,360 But, you know, I wanted to show my pride this morning on the 38 00:01:55,360 --> 00:01:57,680 show. You know, it's a it's tiring. 39 00:01:57,680 --> 00:01:59,440 You know, every time you tell someone you're Canadian, they 40 00:01:59,440 --> 00:02:03,280 go, oh, do you apologize? No, motherfucker, we don't 41 00:02:03,560 --> 00:02:05,520 apologize after every sentence. OK? 42 00:02:05,520 --> 00:02:09,080 We're done being, you know, the laughingstock of the world, a 43 00:02:09,080 --> 00:02:12,920 new era or better Canada. By the way, I found the tagline 44 00:02:12,920 --> 00:02:18,760 on ChatGPT. Boom, abca better Canada. 45 00:02:18,760 --> 00:02:20,920 How good is that? When I tried GPT yesterday with 46 00:02:20,920 --> 00:02:24,680 Vanessa I was like babe, search up best slogans if I were to run 47 00:02:24,680 --> 00:02:26,080 for Prime Minister. That was one of them. 48 00:02:26,640 --> 00:02:29,000 Not bad, right? I like it. 49 00:02:29,480 --> 00:02:31,440 I like it. You know, I could run an AI 50 00:02:31,440 --> 00:02:35,720 agent that runs the campaign for me and it would be the first AI 51 00:02:35,720 --> 00:02:40,360 agent LLM that is politics. So it's the mix of blockchain 52 00:02:40,360 --> 00:02:43,400 tech, AI and politics. Now we're cooking. 53 00:02:43,840 --> 00:02:45,560 I like it. That's a that's a trillion 54 00:02:45,560 --> 00:02:46,880 dollar market cap coin right there. 55 00:02:47,600 --> 00:02:49,240 Guys, what's the market cap of Canada? 56 00:02:49,240 --> 00:02:55,800 Market cap. SA coin these days. 57 00:02:56,520 --> 00:03:02,200 The market cap of Canada, the country, so it's GDP, right, GDP 58 00:03:02,680 --> 00:03:04,480 is 2.14 trillion. So there you go. 59 00:03:04,480 --> 00:03:06,080 You have a $2 trillion coin right there. 60 00:03:06,760 --> 00:03:11,120 You know, it's, it's, it's actually actually not a bad 61 00:03:11,120 --> 00:03:13,000 shout. And so the, the AI would run an 62 00:03:13,000 --> 00:03:19,840 LLMAMG that runs campaigns right and then trades its polymarket 63 00:03:19,840 --> 00:03:22,800 odds and everything Shetty myriad, you know, and 64 00:03:22,800 --> 00:03:24,040 everything. So it's, it's pretty good. 65 00:03:24,040 --> 00:03:25,720 Anyways, enough of the shenanigans though. 66 00:03:25,720 --> 00:03:28,480 I am actually running. So this is not a joke y'all. 67 00:03:28,480 --> 00:03:31,320 I will be campaigning for the rest of the year as long as the 68 00:03:31,320 --> 00:03:34,240 Liberal Party's still in there. But today, the show today, 69 00:03:34,520 --> 00:03:38,560 today, market report as usual. I just quickly glanced at the 70 00:03:38,560 --> 00:03:39,920 market. Looks like we're back going to 0 71 00:03:39,920 --> 00:03:42,400 again. We can celebrate hitting 100K 72 00:03:42,400 --> 00:03:44,000 one more time this week probably. 73 00:03:44,280 --> 00:03:47,520 Apart from gaming meme coins which are having their day If 74 00:03:47,520 --> 00:03:48,600 you've seen this meme. Coins. 75 00:03:49,600 --> 00:03:53,480 Gaming meme coins have you seen? This, well, I only know one 76 00:03:53,480 --> 00:03:56,240 gaming meme coin. There's another one that has hit 77 00:03:56,240 --> 00:04:00,560 $75 million yesterday. I only know about Epic and I'm 78 00:04:00,560 --> 00:04:02,520 not even trying to like shove mags here, I'm just saying 79 00:04:02,640 --> 00:04:03,800 there's another gaming meme going. 80 00:04:04,160 --> 00:04:07,720 Apparently MG. MLG that's what you're talking 81 00:04:07,720 --> 00:04:09,600 about dude. I have a story for you guys. 82 00:04:09,680 --> 00:04:12,640 We'll we'll talk about this. I I, I literally was buying it 83 00:04:12,640 --> 00:04:14,880 and didn't buy it because I saw banks tweeted about it like 84 00:04:14,880 --> 00:04:16,959 3,000,000. So I went on my computer. 85 00:04:16,959 --> 00:04:19,079 I was like fuck me let's buy this thing and it already had a 86 00:04:19,079 --> 00:04:22,960 good God candle like this big on my screen and it was like fuck 87 00:04:22,960 --> 00:04:26,440 this in retrospect should have aped anyway. 88 00:04:26,440 --> 00:04:29,520 So we'll talk about all this stuff Tellers top 100 robit loot 89 00:04:29,520 --> 00:04:32,720 box band and then last but not least, this show is powered by 90 00:04:32,920 --> 00:04:35,320 while this show is still powered by galaxies. 91 00:04:35,320 --> 00:04:38,920 Just need to save these ad reads galaxies. 92 00:04:39,680 --> 00:04:42,920 It's a web 3 platform empowering creators and brands to build 93 00:04:42,920 --> 00:04:45,560 unstoppable communities with full ownership and independence, 94 00:04:46,440 --> 00:04:50,320 trusted by icons like Donald Trump, Steve Aoki, Mike Tyson 95 00:04:50,520 --> 00:04:53,120 and the NBA boom shipping together the future of 96 00:04:53,120 --> 00:04:55,240 engagement. True story by the way, and of 97 00:04:55,240 --> 00:04:58,440 course fair side network every day we see people as well as get 98 00:04:58,440 --> 00:05:01,880 drained fair side is about to launch the fair alternative to 99 00:05:01,880 --> 00:05:04,240 crypto insurance. Actually for scams in crypto 100 00:05:04,680 --> 00:05:07,160 check out fair side network on X. 101 00:05:07,400 --> 00:05:10,120 If you get drained, you won't get wrecked and then one last 102 00:05:10,120 --> 00:05:12,880 thing promise you and then I'm done OK, one last thing I 103 00:05:12,880 --> 00:05:15,000 promised you and then done our friends over at fairside. 104 00:05:15,000 --> 00:05:18,560 They made this really fun, fun looking video and and I want to 105 00:05:18,560 --> 00:05:20,640 play it for them. All right, listen, y'all, we we 106 00:05:20,640 --> 00:05:23,120 deliver a great show. We need our sponsors to keep the 107 00:05:23,120 --> 00:05:25,880 show running, and so I'm going to show our sponsors video when 108 00:05:25,880 --> 00:05:29,720 it's good. Hello, you guys can't hear right 109 00:05:29,720 --> 00:05:31,400 The the sound is not sharing through this. 110 00:05:31,400 --> 00:05:33,120 Oh my God, today I'm a mess, guys. 111 00:05:33,560 --> 00:05:35,280 So far one. All right, let's try again. 112 00:05:37,120 --> 00:05:39,800 Hello. Yeah, I just clicked on this 113 00:05:39,800 --> 00:05:43,040 link on Twitter and it was for this funky ferret coin, and 114 00:05:43,600 --> 00:05:46,200 there were these fun and funky ferrets and they were dancing. 115 00:05:46,240 --> 00:05:50,040 But everything I own is gone. Like everything. 116 00:05:55,920 --> 00:05:57,680 Of course. Yeah, Look, I'm just grateful 117 00:05:57,680 --> 00:06:00,400 you answered the phone. It's lasagna graveyard. 118 00:06:03,840 --> 00:06:10,760 Oh yeah, it's lasagna graveyard. Don't do doggy daddy, it's a 119 00:06:10,760 --> 00:06:23,960 scam. Web service lifesaver coming 120 00:06:23,960 --> 00:06:30,240 soon. Hello. 121 00:06:31,360 --> 00:06:34,440 Anyways, that was it. Don't get scammed. 122 00:06:34,640 --> 00:06:36,240 All right kids, don't get scammed. 123 00:06:36,920 --> 00:06:38,320 And if not, first I can help anyways. 124 00:06:38,320 --> 00:06:40,480 Mando, Mando, Mando. Let's get to talk about this 125 00:06:40,480 --> 00:06:55,440 market. Kind of a 24 hour rug. 126 00:06:55,440 --> 00:07:01,080 It felt like on the market there we hit 102 K and then I didn't 127 00:07:01,080 --> 00:07:04,480 really know what happened, if I'm honest the. 1st place 128 00:07:04,560 --> 00:07:07,840 honestly. We just kind of fell back 129 00:07:07,840 --> 00:07:12,240 towards 98 K right now. So yeah, decent move. 130 00:07:12,240 --> 00:07:14,000 I mean, the stocks are down a little bit. 131 00:07:14,200 --> 00:07:17,400 I there's nothing that I see specifically around crypto 132 00:07:17,400 --> 00:07:18,880 that's causing this. It just feels like a nice 133 00:07:18,880 --> 00:07:23,600 liquidation candle to me, maybe wiping out a little bit of 134 00:07:23,600 --> 00:07:25,280 leverage. But yeah, decent, decent move, 135 00:07:25,280 --> 00:07:28,960 lower looks. Let me have a look at 136 00:07:28,960 --> 00:07:32,600 liquidations right now. But yeah, this feels like one of 137 00:07:32,600 --> 00:07:35,760 those I haven't seen anything about 250 million of 138 00:07:35,760 --> 00:07:38,520 liquidations right now. So not crazy, but enough to 139 00:07:38,520 --> 00:07:40,960 maybe 'cause some damage. I think people probably were 140 00:07:40,960 --> 00:07:45,200 getting over their skis a little bit, maybe yesterday when we 141 00:07:45,200 --> 00:07:47,200 were 102 K and we were putting on risk. 142 00:07:47,200 --> 00:07:52,680 And and as is per normal, we find out that, you know, it's a, 143 00:07:53,000 --> 00:07:54,160 it's a dangerous business out there. 144 00:07:54,160 --> 00:07:57,200 So every single sector is kind of lower. 145 00:07:57,200 --> 00:08:03,760 AIS memes the majors Solana underperforming actually looks 146 00:08:03,760 --> 00:08:08,320 like Bitcoin dominance has kind of gone up looks like over this 147 00:08:08,520 --> 00:08:11,840 over this move, which is not ideal, but definitely some of 148 00:08:11,840 --> 00:08:14,560 the the the you know the sectors that we're doing strong over 149 00:08:14,560 --> 00:08:19,400 also weak today. So oh wow, all based selling was 150 00:08:19,400 --> 00:08:21,400 the OL. There's proper liquidation 151 00:08:21,400 --> 00:08:24,920 candles right there. Just look at that Solana. 152 00:08:25,720 --> 00:08:28,280 Yeah, like Solana down to two O 6. 153 00:08:28,920 --> 00:08:31,040 That's two O 5. Yeah, it's a that's a proper 154 00:08:31,040 --> 00:08:34,679 liquidation wig though, right? That's a decent liquidation Wig. 155 00:08:34,679 --> 00:08:35,520 Yeah, look. At that. 156 00:08:35,720 --> 00:08:37,360 Look at that. It's being brought up, but look 157 00:08:37,400 --> 00:08:38,080 at that wig. Yeah. 158 00:08:40,880 --> 00:08:46,600 Which I think is a buy, but but yeah, always good to see. 159 00:08:47,640 --> 00:08:52,160 So I think we'll just wait and see how that how we settle over 160 00:08:52,160 --> 00:08:53,720 the next few hours. I hadn't honestly, I hadn't 161 00:08:54,040 --> 00:08:56,240 hadn't felt like excessive risk taking to me. 162 00:08:56,240 --> 00:08:59,040 I don't know if you got the same, but like I didn't, I 163 00:08:59,040 --> 00:09:01,080 wasn't sitting around being like, Oh my God, we we're in 164 00:09:01,080 --> 00:09:02,960 desperate need of a liquidation candle here. 165 00:09:02,960 --> 00:09:04,480 No, not. Really. 166 00:09:04,840 --> 00:09:06,520 I also didn't really feel too much froth. 167 00:09:06,520 --> 00:09:08,320 I know that there's a lot of memes running in AI stuff, but 168 00:09:08,320 --> 00:09:10,200 didn't really feel that frothy to be honest. 169 00:09:10,440 --> 00:09:12,680 The markets. No, I didn't think so either. 170 00:09:12,960 --> 00:09:16,080 Like it's not like all altcoins have been running. 171 00:09:16,080 --> 00:09:20,680 It just been a specific subset, which it added what, 7 billion? 172 00:09:20,680 --> 00:09:24,480 It wasn't, It wasn't that crazy, but it was like what we've seen 173 00:09:24,480 --> 00:09:27,200 basically since the show was just repeated hour after hour, 174 00:09:27,480 --> 00:09:29,520 candles low, which is kind of surprised me. 175 00:09:31,400 --> 00:09:33,840 Yeah, definitely surprised me. I kind of felt like we were, 176 00:09:34,200 --> 00:09:35,560 we're setting ourselves up for a strong period. 177 00:09:35,760 --> 00:09:37,960 We may just rebound here. We may just rebound here. 178 00:09:37,960 --> 00:09:42,800 I thought I would guess because I don't see anything fundamental 179 00:09:42,800 --> 00:09:45,440 necessarily about this move. Unless you don't have the 180 00:09:45,440 --> 00:09:47,960 information, but I there's nothing I've seen on my timeline 181 00:09:47,960 --> 00:09:50,800 either. There was some AI mean the AI 182 00:09:50,800 --> 00:09:52,640 stocks in particular were strong yesterday. 183 00:09:52,640 --> 00:09:54,720 There's a lot, there's been a lot of bullishness around that 184 00:09:54,720 --> 00:09:57,400 sentiment and those have generally been the bellwethers. 185 00:09:57,400 --> 00:10:00,400 For for the. Market stocks are a little bit 186 00:10:00,400 --> 00:10:02,520 lower tomorrow. We obviously today we obviously 187 00:10:02,520 --> 00:10:07,880 have some, we obviously have some some important data coming 188 00:10:07,880 --> 00:10:09,000 up. People are pointing to the 189 00:10:09,000 --> 00:10:11,760 stronger dollar like the like the fact that the dollar keeps 190 00:10:11,760 --> 00:10:14,000 on going stronger. Bond yields are higher again 191 00:10:14,000 --> 00:10:16,240 today. So maybe that's what's freaking 192 00:10:16,240 --> 00:10:20,560 everyone else out a little bit. We're up to about 4.7% again on 193 00:10:20,560 --> 00:10:23,120 10 year, which is, which is high. 194 00:10:23,280 --> 00:10:26,480 Like I think I've flagged here quite a few times, you know, 195 00:10:26,480 --> 00:10:30,160 macro's having a little bit of a, of a wait and see moment to 196 00:10:32,040 --> 00:10:34,520 see if they're going to like Trump's going to cause inflation 197 00:10:34,520 --> 00:10:37,240 or if the Fed's going to have to be more aggressive around 198 00:10:37,240 --> 00:10:40,480 interest rates. But yeah, I didn't think that 199 00:10:40,480 --> 00:10:43,640 was going to cause the this move in in crypto for sure. 200 00:10:45,080 --> 00:10:46,760 All right, Yeah, we're going to. Don't worry. 201 00:10:47,120 --> 00:10:49,720 Pages. Pages is yeah. 202 00:10:49,720 --> 00:10:52,200 So souls down 7%. Excellent. 203 00:10:53,360 --> 00:10:57,640 Yeah, I'm just going down this is this is kind of across the 204 00:10:57,640 --> 00:11:01,680 board selling if I'm honest, like every single coin in the 205 00:11:01,680 --> 00:11:04,480 top 100 looks like it's lower so. 206 00:11:05,280 --> 00:11:11,880 Yeah, I mean, listen, KBM didn't last 30 days being a bull. 207 00:11:12,240 --> 00:11:13,920 Is he short? And we have. 208 00:11:14,040 --> 00:11:15,480 That means we're about to bounce hard, though. 209 00:11:15,720 --> 00:11:18,280 I wouldn't, I wouldn't be short one this one doesn't feel. 210 00:11:18,320 --> 00:11:21,160 Like the record for for for keyboard monkey, because I love 211 00:11:21,160 --> 00:11:23,320 you, by the way, but I just want to send you this clip when we 212 00:11:23,320 --> 00:11:26,240 when we pump short some stuff, but we'll be shorting all 213 00:11:26,240 --> 00:11:27,600 bounces today until further notice. 214 00:11:27,600 --> 00:11:32,680 So I tweeted long some stuff and we'd be longing all dips until 215 00:11:32,680 --> 00:11:35,600 further notice. Yeah, this one doesn't feel like 216 00:11:35,600 --> 00:11:37,520 it did the other day. The other day it felt like we 217 00:11:37,560 --> 00:11:39,120 were about to breakthrough that 90. 218 00:11:39,120 --> 00:11:42,000 Two, I emptied my robit account yesterday night. 219 00:11:42,000 --> 00:11:46,480 Dude fuck, what a long. It felt like we were going to 220 00:11:46,480 --> 00:11:53,480 break down that 92K level now Now I I don't know. 221 00:11:53,480 --> 00:11:56,880 This feels like just a liquidation Wick rather than 18 222 00:11:56,880 --> 00:12:00,560 minutes if one. Yields are higher obviously, but 223 00:12:00,560 --> 00:12:04,920 I I don't know if that's enough to cause 'cause anything 224 00:12:04,920 --> 00:12:08,800 substantial now. Yeah, I don't know, Tyler. 225 00:12:08,800 --> 00:12:10,000 You didn't see anything on your end? 226 00:12:11,840 --> 00:12:18,400 I saw a headline from Bloomberg that traders aren't pricing in a 227 00:12:18,400 --> 00:12:21,480 full aren't fully pricing in a rate cut ahead of July. 228 00:12:22,560 --> 00:12:25,960 Perhaps that also like a minor headline spooking things, but I 229 00:12:25,960 --> 00:12:28,480 didn't see anything major on my end. 230 00:12:29,240 --> 00:12:32,240 So it looks like. Up chopping into the 231 00:12:32,240 --> 00:12:36,000 integration, perhaps chopping to the data coming out next, I 232 00:12:36,000 --> 00:12:37,320 think what tomorrow and next week. 233 00:12:38,080 --> 00:12:42,240 Yeah, yeah, that's all it is. It's it looks like that we've 234 00:12:42,240 --> 00:12:44,600 either been scammed on the ETHOP side or we're getting one of the 235 00:12:44,600 --> 00:12:47,600 best RR areas to bid continuation. 236 00:12:47,600 --> 00:12:51,840 So I don't know, just seeing some traders come on timeline, 237 00:12:51,920 --> 00:12:56,120 everyone's tweeting again. Oh, long this dip, As you 238 00:12:56,120 --> 00:12:57,800 should. So I don't know. 239 00:12:58,440 --> 00:13:02,160 There's nothing much else going on really, so I don't know. 240 00:13:02,600 --> 00:13:04,440 Flood is so funny. He's always fighting at the air. 241 00:13:04,440 --> 00:13:07,480 I'm like crazy. What's hyperliquid at? 242 00:13:09,360 --> 00:13:11,480 Head rebounded. It looks like it's down again. 243 00:13:11,480 --> 00:13:15,440 It was back to 26. Now I see 2480. 24, it's not 244 00:13:15,440 --> 00:13:16,960 bad. I don't see consolidating this 245 00:13:16,960 --> 00:13:19,200 area. Yeah, it's slightly outperformed 246 00:13:19,200 --> 00:13:24,000 for sure on this on, on these sort of moves like it's like JLP 247 00:13:24,000 --> 00:13:26,360 in that on the down days it does data. 248 00:13:26,360 --> 00:13:29,920 I think it's actually what you want to look at is on the up 249 00:13:29,920 --> 00:13:34,480 days like because sometimes when Solana rallies like Hyper Liquid 250 00:13:34,480 --> 00:13:35,760 doesn't have a great time, right? 251 00:13:35,760 --> 00:13:40,040 Like so I think Hyper Liquid generally always has a good good 252 00:13:40,040 --> 00:13:44,560 time on the down days. Same as like same as JLP for 253 00:13:44,560 --> 00:13:46,640 example. This is a crazy range on on 254 00:13:46,640 --> 00:13:49,840 eBay, like it's been kind of trading there since February 255 00:13:50,360 --> 00:13:53,760 last year. Yeah, it just disappoint. 256 00:13:53,760 --> 00:13:56,120 Like I said, it just disappoints me too many Times Now. 257 00:13:56,240 --> 00:13:58,920 Like it's. Wild man though, like look at 258 00:13:58,920 --> 00:14:05,080 this here, this exact same PA, like this is February March 1st, 259 00:14:05,640 --> 00:14:08,800 March 1st 2024 right there on the left side of the screen. 260 00:14:10,480 --> 00:14:12,960 That is wild. Yeah. 261 00:14:13,400 --> 00:14:15,560 Actually wild when you think about it. 262 00:14:15,760 --> 00:14:18,200 Damn. All right, so there's that. 263 00:14:18,200 --> 00:14:22,440 Yeah, it says NVIDIA has also reversed 5 1/2 points since the 264 00:14:22,440 --> 00:14:24,400 peak on the market open. But yeah, I saw NVIDIA also 265 00:14:24,560 --> 00:14:27,800 passed Apple yesterday. What does that mean for AI 266 00:14:27,800 --> 00:14:32,440 banks? Specifically about moving into 267 00:14:32,440 --> 00:14:36,040 AI agents yesterday. So which all these people are 268 00:14:36,040 --> 00:14:37,320 doing, right? They're all talking about 269 00:14:37,320 --> 00:14:40,640 agents, agentic workers all coming into the workplace next, 270 00:14:40,720 --> 00:14:42,640 this year, next year, that sort of stuff. 271 00:14:42,640 --> 00:14:44,200 So. OK. 272 00:14:44,640 --> 00:14:49,520 That's going to be a theme in Yeah, in the stock market for 273 00:14:50,120 --> 00:14:52,680 sure. The other news perhaps relevant 274 00:14:52,680 --> 00:14:54,320 for you for real, since you've been having some computer 275 00:14:54,320 --> 00:14:57,040 issues. NVIDIA announced their $3000 276 00:14:57,040 --> 00:15:00,920 supercomputer laptop. It's going to have like the 277 00:15:00,920 --> 00:15:03,840 highest computing power by orders of magnitude that we've 278 00:15:03,840 --> 00:15:05,120 ever seen. You're going to be able to run 279 00:15:05,120 --> 00:15:09,920 AI models locally and 3000, that's like the top of the line 280 00:15:09,920 --> 00:15:14,840 MacBook cost, right? So it's it's in reach, I think. 281 00:15:15,680 --> 00:15:17,600 Wow. OK, so they're coming for Apple 282 00:15:17,600 --> 00:15:21,480 directly now? They're coming for a lot like 283 00:15:21,480 --> 00:15:24,960 the They're building AI agents to replace enterprise workers. 284 00:15:25,520 --> 00:15:30,720 Wow, mini desktop supercomputer 1000 times more powerful than a 285 00:15:30,720 --> 00:15:32,480 laptop and it could fit in your bag. 286 00:15:33,160 --> 00:15:37,560 New project digits mini PC offers a PETA flop of power 287 00:15:37,560 --> 00:15:39,440 Local AII. Always got to be careful about 288 00:15:39,440 --> 00:15:41,760 the news. I open here in Canada because we 289 00:15:41,760 --> 00:15:46,760 don't get served proper news in the news tab, so I never know 290 00:15:46,760 --> 00:15:48,760 what I'm reading. It's good news or not, but looks 291 00:15:48,760 --> 00:15:52,560 like we're getting a super superpower computer laptop 292 00:15:52,600 --> 00:15:53,760 anyways. All right, well, look, Mark is 293 00:15:53,760 --> 00:15:55,800 boring today. Let's get it to Tyler's top 500. 294 00:15:56,240 --> 00:15:58,440 I think. I think that's going to be 295 00:15:58,440 --> 00:15:59,520 better. Where's my Tyler? 296 00:16:01,040 --> 00:16:14,440 Goddammit, there. Top story Today I'm going to 297 00:16:14,440 --> 00:16:18,640 give a shout out to AI XPT. Forbes featured AI XPT in a 298 00:16:18,640 --> 00:16:22,440 transformation article talking about what the AI agent is, how 299 00:16:22,440 --> 00:16:26,040 it operates, and how it has taken over crypto Twitter. 300 00:16:26,040 --> 00:16:30,920 So some nice exposure there. Bitcoin ETF $980 million in 301 00:16:30,920 --> 00:16:33,720 inflows yesterday, posting back-to-back $900 million 302 00:16:33,720 --> 00:16:36,440 sessions. Eve saw 130 million inflows as 303 00:16:36,440 --> 00:16:38,360 well, its second highest day in in the last two weeks. 304 00:16:38,360 --> 00:16:41,240 So a bit surprising to see that and then see the downfall here 305 00:16:41,240 --> 00:16:44,080 today. Ripple's CEO in crypto politics 306 00:16:44,080 --> 00:16:46,880 is saying that Trump is already opening doors for crypto and 307 00:16:46,880 --> 00:16:50,120 they've signed more clients in the six weeks post election than 308 00:16:50,120 --> 00:16:53,960 in the six months prior. So that's good to see. 309 00:16:53,960 --> 00:16:57,280 Animoka Chair Yatsui predicted that 2025 will be the year 310 00:16:57,280 --> 00:17:00,120 crypto finally goes mainstream. And then we also saw Arthur 311 00:17:00,120 --> 00:17:02,720 Hayes on the other side saying the markets are going to top in 312 00:17:02,720 --> 00:17:04,680 mid March. So we will find. 313 00:17:05,000 --> 00:17:06,640 Out we are going to run all year. 314 00:17:07,400 --> 00:17:09,119 Long and and to open AirDrop and protocol news. 315 00:17:09,119 --> 00:17:11,040 Some big news here. So Backpack announced the 316 00:17:11,040 --> 00:17:14,640 acquisition of FTXEU and its licenses, staying its first 317 00:17:14,640 --> 00:17:16,280 priority to return customer funds. 318 00:17:16,800 --> 00:17:19,280 And then they're going to roll out a full suite of spot margin 319 00:17:19,280 --> 00:17:21,599 and futures products saying crypto perps trading is coming 320 00:17:21,599 --> 00:17:25,760 back to Europe. Mad lads ran on the back of that 321 00:17:25,760 --> 00:17:28,920 news. Solana L2 gaming chain Sonic 322 00:17:28,920 --> 00:17:31,520 SVN, they launched their token this morning and opened around a 323 00:17:31,520 --> 00:17:36,520 $2.3 billion FDV. Pretty strong open players of 324 00:17:36,520 --> 00:17:39,720 it's the TikTok Sonic X game are set to receive that AirDrop. 325 00:17:40,080 --> 00:17:43,200 Bitcoin restaking protocol Solve teased a mega drop that's 326 00:17:43,200 --> 00:17:46,880 starting today along with their TGE Mine Finance launched its 327 00:17:46,880 --> 00:17:50,440 bridge to hyper Liquid, meaning traders can bridge to and from 328 00:17:50,480 --> 00:17:53,640 hyper liquid from Solana and other chains in seconds and then 329 00:17:53,640 --> 00:17:55,240 bear Chain. They're starting to heat up 330 00:17:55,240 --> 00:17:57,040 their comms as well. They published an article 331 00:17:57,040 --> 00:18:00,680 sharing Boyko Boyko as its pre launch liquidity platform along 332 00:18:00,680 --> 00:18:03,640 with select launch dapps. So check that out if you are 333 00:18:03,760 --> 00:18:07,680 interested in Vera and AI and crypto market cap. 334 00:18:07,920 --> 00:18:11,400 Oh I imagine it's down a bit. It was around 17 1/2 billion 335 00:18:11,400 --> 00:18:14,680 this morning. Looks like about 75% of the 336 00:18:14,680 --> 00:18:18,320 board now is red Swarms was a big winner overnight it got 337 00:18:18,320 --> 00:18:21,720 close to 500 million. Father UBC, Mizuki, Grift, 338 00:18:21,720 --> 00:18:26,440 Opium, Rather Top Movers, AI16 ZT is the new website along with 339 00:18:26,440 --> 00:18:29,000 a growing list of its official partners. 340 00:18:29,000 --> 00:18:31,200 Always big news when they make announcements like that. 341 00:18:31,520 --> 00:18:34,600 Arc and Eliza Labs announced a strategic partnership to 342 00:18:34,600 --> 00:18:37,480 accelerate accelerate AI agent innovation. 343 00:18:37,760 --> 00:18:41,160 Daniel Sestas anan they launched their first AI research agent. 344 00:18:41,160 --> 00:18:44,120 Gemma also demoed Arbitrum and Ave. 345 00:18:44,120 --> 00:18:47,520 Bridget and swaps. Eigenleier announced an AI agent 346 00:18:47,520 --> 00:18:50,320 hacker house coming to ETH Denver that's also in 347 00:18:50,320 --> 00:18:53,920 partnership with Eliza Labs. And then we we talked about the 348 00:18:53,920 --> 00:18:57,520 macro AI news from NVIDIA and memes and NFTS meme majors are 349 00:18:57,520 --> 00:19:00,160 are read this morning now along with the rest of the market. 350 00:19:00,720 --> 00:19:04,920 MLG, as Mando mentioned the top of the show up 100% to 75 351 00:19:04,920 --> 00:19:06,520 million. A new culture. 352 00:19:06,520 --> 00:19:11,880 Coin is that $75 million? As where it was at an hour or so 353 00:19:11,880 --> 00:19:14,520 ago, I haven't checked it's the show started when I. 354 00:19:14,600 --> 00:19:17,120 Told you guys I faded and I was on my screen on Jupiter. 355 00:19:17,120 --> 00:19:20,560 It was 4 million. That was the pump. 356 00:19:22,760 --> 00:19:25,160 Great. A couple other headlines, Pudgy 357 00:19:25,160 --> 00:19:29,640 Penguins reclaiming $100,000 floor, they're now up to 28.4 358 00:19:29,800 --> 00:19:31,640 ETH. Gabe Laden, Gabe Laden's back, 359 00:19:31,640 --> 00:19:34,480 he's teasing Limit Bricks. Biggest Web 3 release yet, 360 00:19:34,880 --> 00:19:37,720 coming later today. Those Digi Daigakus pumped on 361 00:19:37,720 --> 00:19:40,080 the back of that and then Mad Lads and a bunch of other slot 362 00:19:40,080 --> 00:19:44,040 Ant TS actually doing very well. Mad Lads up on the back of the 363 00:19:44,040 --> 00:19:46,920 backpack. News AI16Z partners were up a 364 00:19:46,920 --> 00:19:48,480 lot. So is that Beanie's Critter's 365 00:19:48,480 --> 00:19:52,520 Quest NFT as well? So some big action out there in 366 00:19:52,520 --> 00:19:53,840 Salana NFT. Bags. 367 00:19:53,840 --> 00:19:58,880 Just kidding. I always made these beanie calls 368 00:19:58,880 --> 00:20:01,280 and then every time they're just massive cooks. 369 00:20:01,280 --> 00:20:03,160 I've got some some of the homies bought the critters. 370 00:20:03,160 --> 00:20:04,640 I think they were like one or two soul. 371 00:20:05,120 --> 00:20:11,240 They're at 14 now. Just an easy, easy two week 9:50 372 00:20:11,240 --> 00:20:14,400 plus. XI think that he plans on. 373 00:20:15,880 --> 00:20:21,080 I think that he plans on using critters as what was that famous 374 00:20:21,080 --> 00:20:27,200 coffee pasta from Beanie? I forgot you had one with Blut. 375 00:20:27,560 --> 00:20:32,000 I always loved that one. I'll dedicate my my life's work 376 00:20:32,000 --> 00:20:32,480 to. Yeah, yeah. 377 00:20:33,440 --> 00:20:34,880 Right. And everything I do. 378 00:20:35,360 --> 00:20:40,720 I'll make Critter's quest. I forget what it is. 379 00:20:40,720 --> 00:20:45,000 I I should have that copy pasta on on on tap anyways. 380 00:20:45,000 --> 00:20:47,280 All right, so a lot of moving pieces here, a lot of moving 381 00:20:47,280 --> 00:20:48,920 parts. Tyler, which ones where where do 382 00:20:48,920 --> 00:20:51,360 you want to even start here? Where do we even start? 383 00:20:52,120 --> 00:20:55,920 I don't know, I feel like the AIXPT yeah, Boris feature was, 384 00:20:55,960 --> 00:21:00,600 was pretty interesting to me. I, I, I think a part of, you 385 00:21:00,600 --> 00:21:04,000 know, we've been talking about crypto and AI for a while now 386 00:21:04,000 --> 00:21:07,480 and, and now it's starting to seem like we're getting more 387 00:21:08,040 --> 00:21:12,200 mainstream exposure. I think talking about protocols 388 00:21:12,200 --> 00:21:17,560 like virtuals or AI16Z maybe is one thing, but talking about a 389 00:21:17,560 --> 00:21:20,560 specific agent and how it's transforming crypto Twitter, 390 00:21:21,080 --> 00:21:23,400 that feels a little bit bigger. And that's what their article 391 00:21:23,400 --> 00:21:25,880 was all about. It was like a, it was a pretty 392 00:21:26,400 --> 00:21:30,800 deep dive into what AIXBT is. They introduced the agent, it 393 00:21:30,800 --> 00:21:34,200 talked about examples of what it does, how it provides, you know, 394 00:21:34,320 --> 00:21:39,080 detailed analysis on tokens as well as breaking down breaking 395 00:21:39,080 --> 00:21:41,320 news. It talks about how it operates 396 00:21:41,320 --> 00:21:43,680 on the base chain, how it pulls data from there. 397 00:21:43,680 --> 00:21:45,800 And then they talked about how it's growing in popularity, 398 00:21:46,160 --> 00:21:51,080 reaching 300,000 plus followers within just a few months. 399 00:21:51,080 --> 00:21:54,920 They didn't talk about the token which I which did pump yesterday 400 00:21:55,160 --> 00:21:56,720 and I wonder if it was tied to this article. 401 00:21:56,720 --> 00:21:59,200 So the XPT did go up to about 580 yesterday. 402 00:21:59,200 --> 00:22:03,320 It's now down closer to 500 million here this morning. 403 00:22:03,320 --> 00:22:07,760 And then they went further to talk about how use cases like 404 00:22:07,800 --> 00:22:11,840 AIXPT will be coming or are coming to other industries like 405 00:22:11,840 --> 00:22:15,400 customer service, healthcare, retail and education. 406 00:22:16,520 --> 00:22:19,920 And I don't know, I think this is the type of press that you 407 00:22:19,920 --> 00:22:25,160 want to see if you are active in this space. 408 00:22:25,840 --> 00:22:30,520 And it's it's really making me rethink AIXPTA little bit as 409 00:22:30,520 --> 00:22:32,720 well, because this is this has been disclosure. 410 00:22:32,720 --> 00:22:38,640 This has been one of my larger bags I had recently trimmed and 411 00:22:38,640 --> 00:22:41,720 I had trimmed for a few reasons. One, I think that the higher it, 412 00:22:41,840 --> 00:22:44,400 the more expensive it gets. I think it has a higher profile 413 00:22:44,400 --> 00:22:46,000 on it and it still is making mistakes. 414 00:22:46,000 --> 00:22:48,880 I think like stats, others have been pointing out how it, you 415 00:22:48,880 --> 00:22:51,800 know, will hallucinate. It will provide like counter 416 00:22:51,800 --> 00:22:54,800 opinions on the same topic when asked the same question from two 417 00:22:54,800 --> 00:22:58,080 different people, which I think people let slide when it was a 418 00:22:58,080 --> 00:23:00,480 $50 million token. And I feel like that's a little 419 00:23:00,480 --> 00:23:04,120 bit bigger of a risk when it's half a billion token. 420 00:23:04,200 --> 00:23:07,920 But on the opposite side, that might be the mid curve take. 421 00:23:07,920 --> 00:23:10,760 And this might just be the a memetic trade. 422 00:23:11,200 --> 00:23:16,480 And it is the number one AI agent on crypto Twitter. 423 00:23:17,040 --> 00:23:19,800 It's, it's probably going to become one of the largest AI 424 00:23:19,800 --> 00:23:22,480 agents on all of Twitter, right? I mean, it's, it's the biggest 425 00:23:23,200 --> 00:23:25,240 crypto influencer right in mindshare. 426 00:23:25,520 --> 00:23:28,560 Is the mindshare it's up to 300,000 followers in two months? 427 00:23:28,560 --> 00:23:31,480 I mean, it's probably going to get to 1,000,000, right? 428 00:23:31,480 --> 00:23:34,720 Like in the Q1, Is that a reasonable target? 429 00:23:35,360 --> 00:23:37,000 Damn, he's going to flip all of us but together. 430 00:23:37,000 --> 00:23:39,880 That's crazy. My days of having more followers 431 00:23:39,880 --> 00:23:44,080 than the XBT are counted. It's over for me. 432 00:23:46,320 --> 00:23:47,480 Where are these followers coming from? 433 00:23:47,480 --> 00:23:49,000 I actually haven't even stopped to think about that. 434 00:23:49,040 --> 00:23:51,560 Like everyone talks about how there's only 15,000 people on 435 00:23:51,560 --> 00:23:52,720 crypto Twitter. It's. 436 00:23:54,640 --> 00:23:56,720 Got thirty 1000 in two months. Well, no. 437 00:23:56,720 --> 00:23:59,840 There's a lot like, if you think about it like there's like 438 00:24:00,000 --> 00:24:03,040 Anthem grew a lot, right this, this cycle and stuff like that, 439 00:24:03,640 --> 00:24:07,120 new followers. So I think that let's go have a 440 00:24:07,120 --> 00:24:08,080 look. Let's go look. 441 00:24:08,440 --> 00:24:11,880 Who is it's it's getting reached outside of maybe like a core 442 00:24:12,680 --> 00:24:15,400 niche circle. And I think stories like this 443 00:24:15,560 --> 00:24:18,640 published by Forbes are just going to expand that. 444 00:24:19,160 --> 00:24:21,960 Maybe it's also a bunch of AI. You know what guys I don't even 445 00:24:21,960 --> 00:24:24,320 know anymore who comments on my shit if they're real or not. 446 00:24:24,360 --> 00:24:28,760 Like, look at this. This is an AI, the broke one. 447 00:24:29,360 --> 00:24:31,000 Then oh, they're going to clip this again. 448 00:24:31,000 --> 00:24:34,360 They did that to us Friday. This I I don't know if this is a 449 00:24:34,360 --> 00:24:38,600 real person. Most of mine are now bots like 450 00:24:38,600 --> 00:24:42,000 because I've been talking about it so like they're not same Utah 451 00:24:42,360 --> 00:24:44,440 like I have so many bots now you. 452 00:24:44,680 --> 00:24:47,600 Know they're not bots bro. They're not bots bro. 453 00:24:47,640 --> 00:24:52,360 They're AI agents. We don't call them bots anymore. 454 00:24:52,560 --> 00:24:56,440 I know, sorry terminology wrong, but it's mainly, yeah, it's 455 00:24:56,440 --> 00:24:58,480 mainly agents. I don't know who I'm talking to 456 00:24:58,480 --> 00:24:59,640 anymore. I mean, Wiz was saying that 457 00:24:59,640 --> 00:25:01,120 right on the show, guys. We were all with him. 458 00:25:01,320 --> 00:25:02,920 He was like, I don't know who I'm replying to anymore. 459 00:25:02,920 --> 00:25:05,000 He's like, I reply to people. He's like, I love replying to my 460 00:25:05,000 --> 00:25:06,560 haters. So I'll be replying to a bunch 461 00:25:06,560 --> 00:25:08,880 of people that hate on me. And he's like, but then he 462 00:25:08,880 --> 00:25:15,080 realizes halfway through he's talking to a robot that's scary 463 00:25:15,120 --> 00:25:19,480 program to eat them. Man, I'm I'm curious for your 464 00:25:19,480 --> 00:25:21,560 thoughts and broke yours too. I mean you both have been 465 00:25:21,560 --> 00:25:24,400 starting to dabble and I mean you've been in AI for a bit with 466 00:25:24,400 --> 00:25:25,920 GOAT and whatnot, but now I think you've been starting to 467 00:25:25,920 --> 00:25:29,400 expand your book a little bit. Have you looked at AI XPT? 468 00:25:29,400 --> 00:25:31,720 Like are are you long, short, neutral? 469 00:25:31,720 --> 00:25:38,480 Like what's your take? I owned a XPT for for. 470 00:25:40,200 --> 00:25:45,040 When was it just on a dip? Like it went down to like maybe 471 00:25:45,640 --> 00:25:49,360 490 area, 480 area. And I bought it then and I've 472 00:25:49,360 --> 00:25:51,280 kind of just traded the ranges here. 473 00:25:51,520 --> 00:25:53,680 Like there's a lot of these at the moment, which I just kind of 474 00:25:53,680 --> 00:25:55,840 trade the ranges. When it looks bad, I'll buy it 475 00:25:56,440 --> 00:25:57,960 and when this looks good, it'll sell it. 476 00:25:58,000 --> 00:26:01,400 But my my kind of core bag is not that. 477 00:26:01,800 --> 00:26:04,240 But I've been, as I said to you before, like I'm looking at some 478 00:26:04,240 --> 00:26:05,920 of these a bit more because I tend to find them more 479 00:26:05,920 --> 00:26:07,840 resilient. The ET coins are more resilient, 480 00:26:08,200 --> 00:26:13,920 there's no doubt about it. So I think strategically I might 481 00:26:13,920 --> 00:26:21,080 look at AIXPT and, and, and Fraser just because even though 482 00:26:21,080 --> 00:26:25,000 I don't, I actually don't love those stories as much as the as 483 00:26:25,160 --> 00:26:33,160 let's say AI16Z or ARC or these big open source frameworks. 484 00:26:34,280 --> 00:26:36,400 This is something about the fact that because they're the winning 485 00:26:36,480 --> 00:26:39,120 ETH coins, they're like, they just say they stay stronger in 486 00:26:39,120 --> 00:26:42,360 my opinion. I think that's true. 487 00:26:42,360 --> 00:26:46,320 I think that the utility on AXBT is like, I feel like that's all. 488 00:26:46,320 --> 00:26:48,400 It's like it's a risk also because like the, the more 489 00:26:48,400 --> 00:26:51,320 expensive the terminal access gets, the more people are going 490 00:26:51,320 --> 00:26:55,080 to question the value, right? So like 600,000 tokens is what's 491 00:26:55,080 --> 00:26:57,240 required to use it's terminal. How much is that? 492 00:26:57,440 --> 00:27:00,920 $300.00 in dollars. Oh, it's like no one's getting 493 00:27:00,920 --> 00:27:02,920 $300,000 value from. Using, I'm not paying. 494 00:27:03,120 --> 00:27:06,400 I'm not paying for any. Kids, to be honest about that. 495 00:27:06,400 --> 00:27:08,320 I briefly had the 600K threshold. 496 00:27:08,320 --> 00:27:11,200 I don't anymore and I didn't use the terminal. 497 00:27:12,160 --> 00:27:16,480 But that aside, I still feel like the it's a it's a memetic 498 00:27:16,480 --> 00:27:18,280 play. Still think that's the upside. 499 00:27:18,440 --> 00:27:22,160 I mean, it's the mindshare plus the medic play. 500 00:27:22,160 --> 00:27:26,840 But this is an industry, this is a sector that utility is 501 00:27:26,840 --> 00:27:29,880 becoming more important and seemingly what folks are are 502 00:27:29,880 --> 00:27:32,120 going after. That's the window yesterday, 503 00:27:32,160 --> 00:27:34,120 right? It's just AI think it's just an 504 00:27:34,120 --> 00:27:35,640 attention play. People think that if it has that 505 00:27:35,640 --> 00:27:38,320 much attention and it gets to a million followers and it becomes 506 00:27:38,320 --> 00:27:42,080 the biggest account on encrypted Twitter, then it'll be out to do 507 00:27:42,080 --> 00:27:44,000 other things as well. Like I, I agree with you. 508 00:27:44,000 --> 00:27:45,840 I don't think this current business model is actually the 509 00:27:45,840 --> 00:27:48,120 best the best one for them. But what's? 510 00:27:48,240 --> 00:27:49,520 Compiable, right? How much is the Bloomberg 511 00:27:49,520 --> 00:27:51,240 Terminal? Not that the average person can 512 00:27:51,240 --> 00:27:54,800 access it Mando though it. Can yeah, you can buy a 513 00:27:54,800 --> 00:27:57,560 subscription. It's about 2525 KA year I think. 514 00:27:57,680 --> 00:27:59,720 That's the thing, right? I mean not that the Bloomberg 515 00:27:59,720 --> 00:28:03,840 Terminal gives you more like insane like info, but I'd assume 516 00:28:03,840 --> 00:28:05,640 that the Bloomberg Terminal gives you more information than 517 00:28:05,640 --> 00:28:07,400 the bot does it. I don't know. 518 00:28:07,400 --> 00:28:09,360 I've never looked at the AXBT terminal so I don't really know. 519 00:28:09,920 --> 00:28:12,040 Yeah, I would say the Bloomberg town was pretty coated. 520 00:28:12,040 --> 00:28:14,160 I just, I'm not. Trying to, I'm just saying like 521 00:28:14,160 --> 00:28:20,320 300K25K new AI agent tap utility versus like originally remember 522 00:28:20,320 --> 00:28:23,840 Tyler, what made me fade your AXBT call was that terminal 523 00:28:23,840 --> 00:28:25,400 thing. Remember I was like, you were 524 00:28:25,400 --> 00:28:27,720 like, oh, I was like, so what's the I was like, why are you 525 00:28:27,720 --> 00:28:29,680 buying this? And you're like because of the 526 00:28:29,680 --> 00:28:31,720 terminal. And I was telling in mind share, 527 00:28:31,720 --> 00:28:32,960 of course, which was great trade. 528 00:28:33,360 --> 00:28:36,480 But then I was like, but why would I pay X amount? 529 00:28:36,480 --> 00:28:38,080 Remember the time it was maybe 100K? 530 00:28:38,280 --> 00:28:39,800 It was the last thing here. It was like 100K. 531 00:28:39,800 --> 00:28:42,320 It was like 200 mil market cap, maybe 100 something K mil. 532 00:28:42,320 --> 00:28:44,120 And I was like, why would I pay that much to have access to a 533 00:28:44,120 --> 00:28:45,520 terminal that I'm not going to use? 534 00:28:45,880 --> 00:28:48,920 And I faded so see to my detriment right, because I lost 535 00:28:48,920 --> 00:28:54,200 that trade. But as 500 mil then that might 536 00:28:54,200 --> 00:28:57,720 set kicks in again and I'm like fuck you know what I mean? 537 00:28:57,880 --> 00:29:01,400 So like a potential upside of bull cases if like what if it 538 00:29:01,400 --> 00:29:06,120 fully embraces #1 kol and starts lands? 539 00:29:06,400 --> 00:29:08,320 And. Starts advertising and 540 00:29:08,320 --> 00:29:09,920 generating. Revenue, it's the only reason 541 00:29:09,920 --> 00:29:13,680 why I would buy XBT is the mindshare not the utility. 542 00:29:13,880 --> 00:29:15,440 What do you guys think about like for mindshare? 543 00:29:15,600 --> 00:29:16,920 Now what do you people buying it? 544 00:29:17,000 --> 00:29:19,560 I I don't see that many people mentioning the terminal. 545 00:29:19,640 --> 00:29:22,280 No, no one is. People mentioning the, the, the 546 00:29:22,640 --> 00:29:25,240 attention and that that could lead to something like they, 547 00:29:25,480 --> 00:29:28,520 they could do, they could pivot into something else. 548 00:29:28,520 --> 00:29:32,320 I think from this, like if XPT pivoted it into a framework or 549 00:29:32,320 --> 00:29:36,840 into swarms or into this, that and the other kind of like what 550 00:29:36,840 --> 00:29:42,360 we saw the other day with that other one, that H term coin, 551 00:29:43,480 --> 00:29:47,200 then then it can, but I, I don't think it's the current 552 00:29:48,040 --> 00:29:51,160 application of that token is, is that valuable? 553 00:29:51,760 --> 00:29:54,400 That's my care. Yeah, yeah, I agree. 554 00:29:54,680 --> 00:29:57,560 I got to go lads, but. Yeah, he's out you. 555 00:29:58,160 --> 00:29:59,360 Tomorrow. See you tomorrow. 556 00:30:00,120 --> 00:30:02,120 OK, that's interesting. So what else is going on in the, 557 00:30:02,120 --> 00:30:04,920 in a island today? Tyler, is there anything that we 558 00:30:04,920 --> 00:30:06,920 may have missed overnight? Well, how's that hyperfy coin 559 00:30:06,920 --> 00:30:09,440 doing? Because yesterday I, I was at a 560 00:30:09,880 --> 00:30:13,440 so I went to the Habs game last night and I, I took my friend 561 00:30:13,440 --> 00:30:14,880 George. Is he listening this morning? 562 00:30:14,880 --> 00:30:16,000 George, you also have a headache. 563 00:30:16,360 --> 00:30:19,360 We may have gone a little too hard on that proper 12 anyways, 564 00:30:20,840 --> 00:30:24,920 but I so he was like, so my friend Tyler, he's a big fan of 565 00:30:24,920 --> 00:30:26,720 the show. He's my best friend growing up 566 00:30:27,000 --> 00:30:29,120 and he's like all in right now. He's like he brought his 567 00:30:29,120 --> 00:30:32,360 computer. He signed up to oranges potion 568 00:30:32,360 --> 00:30:35,280 shit like the discord chat. He's got all the bots. 569 00:30:35,440 --> 00:30:38,040 He knows more than me. He's like, do you have this Nova 570 00:30:38,040 --> 00:30:40,480 bot do use yellow? I'm like, what the fuck are you 571 00:30:40,480 --> 00:30:42,720 talking about? I just dex Screener and Jupiter. 572 00:30:42,720 --> 00:30:45,960 I'm a boomer dude and I'm a boomer now, right? 573 00:30:45,960 --> 00:30:49,080 Imagine picture this Tyler with Jupiter and deck Screener. 574 00:30:49,080 --> 00:30:53,280 I'm a boomer anyways, and he kept talking about hyperfy. 575 00:30:53,280 --> 00:30:55,400 He's like, yeah, I missed that. I missed that. 576 00:30:55,640 --> 00:30:58,160 How do you feel, dude? Like I I open this chart here 577 00:30:58,160 --> 00:30:59,280 and I'm like fuck, I kind of want it. 578 00:31:00,640 --> 00:31:03,200 I mean, this is if you're bullish on a token, this is buy 579 00:31:03,200 --> 00:31:07,120 range probably right. It's down 60% from all time 580 00:31:07,120 --> 00:31:09,960 highs. So disclosure, I own some of 581 00:31:09,960 --> 00:31:11,880 this. First buy was 111 million I 582 00:31:11,880 --> 00:31:13,720 missed like it ran so far so fast. 583 00:31:13,720 --> 00:31:15,000 We talked about that on yesterday's show. 584 00:31:16,000 --> 00:31:18,600 I also top blast of this thing over 200 million yesterday when 585 00:31:18,600 --> 00:31:21,200 it when it had shown that first morning dip and then started to 586 00:31:21,200 --> 00:31:22,640 rebound. I'm like, OK, this thing is 587 00:31:23,040 --> 00:31:27,640 might really pull the boom run. That top blast was not a good 588 00:31:27,640 --> 00:31:31,000 buy. So I'm certainly down on that 589 00:31:31,080 --> 00:31:32,960 right now. I haven't had a chance. 590 00:31:32,960 --> 00:31:34,800 Their guy had them on this on the stream yesterday. 591 00:31:34,800 --> 00:31:36,120 I haven't had a chance to listen. 592 00:31:37,360 --> 00:31:40,120 I know I've seen folks talking about the cell pressure from the 593 00:31:40,120 --> 00:31:43,000 AirDrop. So any of the AI16Z partners 594 00:31:43,000 --> 00:31:46,880 which is the term for anyone who has 100,000 tokens or more got 595 00:31:47,240 --> 00:31:50,120 the AirDrop and it was worth like 2 so. 596 00:31:50,120 --> 00:31:53,400 So probably some cell pressure. Well, you have soul selling off 597 00:31:53,400 --> 00:31:55,960 and then you have this selling off, so. 598 00:31:57,440 --> 00:32:00,760 It's so we'll see. I mean, nothing has changed 599 00:32:00,760 --> 00:32:03,720 about the the vision or the pitch, right? 600 00:32:03,800 --> 00:32:06,120 AI Roblox, metaverse for AI agents. 601 00:32:07,720 --> 00:32:11,440 I think the question will be at this high of a market cap, are 602 00:32:11,440 --> 00:32:14,040 they going to start rolling out some some big announcements and 603 00:32:14,040 --> 00:32:18,600 demos and whatnot like soon? Yeah, If not, like it could 604 00:32:18,960 --> 00:32:20,560 could slow bleed a little bit perhaps. 605 00:32:20,560 --> 00:32:23,520 So we'll certainly see. Yeah. 606 00:32:23,760 --> 00:32:28,560 No, that is that is definitely that is definitely what I'm 607 00:32:28,560 --> 00:32:30,120 looking at just for trades, right? 608 00:32:30,120 --> 00:32:32,240 Like my little say like the good thing about these Solana coins, 609 00:32:32,360 --> 00:32:34,240 because I know like there's more selling off to Solana than base, 610 00:32:34,240 --> 00:32:36,800 but that's actually you can play to that advantage like the 611 00:32:36,800 --> 00:32:40,240 intraday or couple day trades you could do on these bounces. 612 00:32:40,320 --> 00:32:42,680 That's just fartcoin in this imagine like where all those 613 00:32:42,680 --> 00:32:47,320 like the moves are crazy Tyler like 3040% moves. 614 00:32:47,640 --> 00:32:49,560 Yeah. Day-to-day basis. 615 00:32:50,920 --> 00:32:54,120 And then on any given day, the number of coins with 30% moves 616 00:32:54,120 --> 00:32:57,280 in my AI list is like 20 to 30 it seems like. 617 00:32:57,280 --> 00:32:59,080 So yeah, you can absolutely change the range, trade the 618 00:32:59,080 --> 00:33:03,440 ranges, I think. So AI16Z is kind of picking back 619 00:33:03,440 --> 00:33:05,480 up this. Like they were pumping out the 620 00:33:05,520 --> 00:33:07,240 updates yesterday. So they they dropped a new 621 00:33:07,240 --> 00:33:10,760 website that had a growing list of their official partners. 622 00:33:10,760 --> 00:33:14,560 So if you remember when AIC 16 first kind of came out, anything 623 00:33:14,560 --> 00:33:19,480 that Shaw tweeted basically just went off like right out of the 624 00:33:19,480 --> 00:33:21,360 gate. And you know, then there was the 625 00:33:21,360 --> 00:33:23,320 shawl that kind of cooled off a little bit. 626 00:33:23,320 --> 00:33:25,160 But now they're coming out with their official partners. 627 00:33:26,320 --> 00:33:29,560 I think that is people are going to take a look at that very 628 00:33:29,560 --> 00:33:31,520 seriously. Notably, there's a lot of 629 00:33:31,520 --> 00:33:33,040 partners on there. I'll give a shout out to Small 630 00:33:33,040 --> 00:33:35,280 Verse and Treasure Dow so that they are on there. 631 00:33:35,280 --> 00:33:38,960 I guess Shawl has ties to them and they're growing chatter of 632 00:33:38,960 --> 00:33:40,480 an official partnership with Treasure Dow. 633 00:33:40,480 --> 00:33:43,520 So anyone who's been holding those smalls for three years 634 00:33:44,240 --> 00:33:48,320 might be getting a bailout. Big news from ARC ARC and Eliza 635 00:33:48,320 --> 00:33:49,920 Labs announced their strategic partnership. 636 00:33:49,920 --> 00:33:52,240 That might be why Arc popped Grow You. 637 00:33:52,360 --> 00:33:57,120 Have to forfeit last night that shit was going crazy and maybe I 638 00:33:57,120 --> 00:34:01,120 should have taken some off I was getting a little excited when it 639 00:34:01,120 --> 00:34:02,720 was popping I was like on my screen I. 640 00:34:03,880 --> 00:34:07,280 Still like ARC, I think ARC is still a token on my and we have 641 00:34:07,320 --> 00:34:10,080 a terrible Ark story. But if folks aren't familiar, 642 00:34:10,080 --> 00:34:14,040 it's similar type of agent framework but based in Rust 643 00:34:14,040 --> 00:34:16,600 which is the Solana native programming language. 644 00:34:18,040 --> 00:34:20,639 Your arc story is great. I mean is that your arc story is 645 00:34:20,639 --> 00:34:26,840 a proper like crypto story? I'll tell it real quick, why not 646 00:34:28,159 --> 00:34:32,199 with Mando out? So I bought ARC at 25,000,000 647 00:34:32,199 --> 00:34:35,199 the first day it came out and in pretty decent size. 648 00:34:36,040 --> 00:34:38,159 The next day it kind of it'd been like chopping it looked 649 00:34:38,159 --> 00:34:40,560 like it might start dipping. This was right after like UBC 650 00:34:40,560 --> 00:34:43,000 had come out, come to the same level and then just started 651 00:34:43,000 --> 00:34:46,520 going start to 0. So I was my guard was up. 652 00:34:46,560 --> 00:34:49,639 I didn't know a whole lot about it yet and I and I at that point 653 00:34:49,639 --> 00:34:52,040 I wanted a bigger hype bag, hyper liquid. 654 00:34:52,800 --> 00:34:55,840 So what I do is I shave 10 to 15% off of multiple positions. 655 00:34:55,840 --> 00:34:59,680 For whatever reason this day I just decided to full stack sell 656 00:35:00,040 --> 00:35:02,800 my entire arc bag. Rotated it to hyper. 657 00:35:04,040 --> 00:35:08,560 I say arc tripled to 75 S 25 to 75 overnight. 658 00:35:08,560 --> 00:35:13,640 I'm like oh shit what did I do? So then I I sell like I'm going 659 00:35:13,640 --> 00:35:18,960 to scramble. I sell some AIXPT to fund a a 660 00:35:18,960 --> 00:35:22,640 purchase of Arc 3X hires. Like I can't I can't. 661 00:35:22,640 --> 00:35:25,400 I get this. I type arc into Jupiter instead 662 00:35:25,400 --> 00:35:28,240 of looking for the contract address like you should always 663 00:35:28,240 --> 00:35:31,120 do. Jupiter fed me a honeypot. 664 00:35:31,840 --> 00:35:36,360 I bought like 20 K of Arc in a fake contract and then I didn't 665 00:35:36,360 --> 00:35:39,160 realize it till like a week and a half later. 666 00:35:39,160 --> 00:35:44,240 Arc's at like 130 million. Like my balance should be going 667 00:35:44,240 --> 00:35:46,680 up here and it's not what's going on? 668 00:35:46,680 --> 00:35:49,920 Is Jupiter just lagging? I go see what's going on. 669 00:35:50,520 --> 00:35:53,040 It's just a fake contract. So there's a lesson there folks. 670 00:35:54,040 --> 00:35:55,520 Always. Don't go too fast. 671 00:35:55,600 --> 00:35:57,960 Don't type. Don't type the names of the 672 00:35:57,960 --> 00:35:58,880 tickers into. Don't. 673 00:35:58,880 --> 00:36:00,760 Type the name of the ticker. You know what I do? 674 00:36:00,760 --> 00:36:04,880 I actually like I like I copy paste on the the thing on my 675 00:36:05,600 --> 00:36:10,600 phone, like on my clipboard like a million times like the thing. 676 00:36:10,600 --> 00:36:16,760 I just like to make sure I'm too, I'm too scared of of this 677 00:36:16,760 --> 00:36:17,880 stuff. All right, so look, that's a 678 00:36:17,880 --> 00:36:20,920 good roundup. I think mostly on the AI side, 679 00:36:20,920 --> 00:36:26,320 like the big news was the the backpack stuff and the mad lads, 680 00:36:26,360 --> 00:36:27,880 of course, running on the back of that. 681 00:36:27,880 --> 00:36:29,880 So tell me more about this FTX stuff. 682 00:36:29,880 --> 00:36:33,080 This is some big shit, especially given that these 683 00:36:33,080 --> 00:36:34,520 guys, you know their origin story, right? 684 00:36:34,520 --> 00:36:36,880 They correct by FTX. They lost like, oh. 685 00:36:36,920 --> 00:36:40,120 I didn't know that. So these guys lost like we had 686 00:36:40,120 --> 00:36:42,720 them on the show way back then, like two years ago, I think with 687 00:36:42,920 --> 00:36:46,760 Ovie and Mando. But these guys lost like $14 688 00:36:46,760 --> 00:36:49,520 million or some shit. It was something, it was 689 00:36:49,520 --> 00:36:52,520 something I don't want to make a mistake, so maybe someone 690 00:36:52,520 --> 00:36:54,960 correct me if I'm wrong in the audience, they may even be 691 00:36:54,960 --> 00:36:58,000 listening. But it was some absurd amount, 8 692 00:36:58,000 --> 00:37:00,440 figures that they lost. They nearly lost everything with 693 00:37:00,440 --> 00:37:02,120 the FTX, with the big salon guys, right? 694 00:37:03,360 --> 00:37:05,360 And so I love that story. Tell me more. 695 00:37:06,520 --> 00:37:10,320 Yes, the headline here, Backpack Exchange has moved into Europe. 696 00:37:10,320 --> 00:37:16,600 They bought FTXEU for $32.7 million and this comes along 697 00:37:16,600 --> 00:37:21,240 with their MIFI D2 license, which is the the license they 698 00:37:21,240 --> 00:37:25,040 need to effectively operate. So they plan to launch a full 699 00:37:25,040 --> 00:37:28,960 suite of crypto derivatives products across Europe beginning 700 00:37:28,960 --> 00:37:33,600 with regulated perp futures. It looks like they are aiming to 701 00:37:33,600 --> 00:37:39,720 go live in Q 12025 and I think they've they've got plans to 702 00:37:39,760 --> 00:37:43,880 expand beyond perps from from there. 703 00:37:44,920 --> 00:37:50,560 So it seems like a a big win for anyone who is tied into backpack 704 00:37:50,560 --> 00:37:55,000 and perhaps wasn't FTXEU user. They also mentioned their first 705 00:37:55,000 --> 00:37:59,840 priority is to help reimburse the users who were impacted by 706 00:37:59,840 --> 00:38:04,000 the FTXEU collapse. And then they will fully focus 707 00:38:04,080 --> 00:38:06,360 on launching out their their perps product. 708 00:38:06,360 --> 00:38:10,880 So it looks like they're doing things the right way and then 709 00:38:10,960 --> 00:38:13,640 some immediate market response. We saw it in the Mad Lads. 710 00:38:15,440 --> 00:38:17,880 Mad Lads jumps quite a bit. They're one of the bigger movers 711 00:38:17,880 --> 00:38:25,520 across chains. 86 Sol. 86 they were these went low too bro like 712 00:38:25,520 --> 00:38:28,040 I'm pretty sure these were trading like way less than half 713 00:38:28,040 --> 00:38:28,720 of that right? I would. 714 00:38:28,960 --> 00:38:32,200 Say 30 they get to 30. I think so. 715 00:38:32,200 --> 00:38:36,120 I think it's the high 20s, thirties, yeah. 28, yeah. 716 00:38:36,120 --> 00:38:38,560 High 20s, thirties, yeah. But quick, of course. 717 00:38:38,560 --> 00:38:44,000 But like, not like actually, no, they weren't trading from 35. 718 00:38:44,000 --> 00:38:48,760 Call it to like in that range for Wow for for like 2 months 719 00:38:49,280 --> 00:38:53,360 you know? So that's $18,000 for a mad lad 720 00:38:53,480 --> 00:38:58,200 right now. That's what 5V roughly it's like 721 00:38:58,400 --> 00:39:00,840 when you think about it in Salon terms, that feels so high. 722 00:39:02,080 --> 00:39:04,640 But in 8th terms of 5E, yeah. This is about. 723 00:39:04,640 --> 00:39:06,680 Number one, yeah. So how high did they get? 724 00:39:06,680 --> 00:39:13,800 They got to two. 20 they got to 235 Solano Yeah, let's call it 725 00:39:13,800 --> 00:39:18,440 227, yeah. Wow, always my challenge with 726 00:39:18,440 --> 00:39:20,040 salon NTS. In fact, when when people see 727 00:39:20,040 --> 00:39:23,800 that they're one NTS, 2 hundreds old, they just sell it and like 728 00:39:23,800 --> 00:39:25,520 they want to go rotate it into token. 729 00:39:25,600 --> 00:39:27,680 I like this. I like this. 730 00:39:28,160 --> 00:39:30,640 Look at that. Charles looks good and I mean 731 00:39:30,640 --> 00:39:35,360 this is a that's a real narrative to get behind like mad 732 00:39:35,360 --> 00:39:37,840 lads tried to company launching a perfect well. 733 00:39:37,880 --> 00:39:40,240 If you're bullish on the pudgy Penguins at Walmart and on the 734 00:39:40,240 --> 00:39:42,640 underlying asset and the proliferation of the brand, then 735 00:39:42,640 --> 00:39:45,360 surely this is bullish, right? Like similar mindset, different 736 00:39:45,360 --> 00:39:48,640 product, Of course I get it. But you know, similar similar 737 00:39:48,640 --> 00:39:50,520 mindset, right? Yeah. 738 00:39:50,520 --> 00:39:53,280 I don't know that we have any. Are there even any comps to this 739 00:39:53,720 --> 00:39:55,760 like or there's like an official energy? 740 00:39:55,760 --> 00:39:57,320 No. They bought a fucking exchange. 741 00:39:57,560 --> 00:40:00,600 I mean, it's not really mad lads doing it right, but the brand, 742 00:40:00,600 --> 00:40:01,880 you know what I mean? It's still. 743 00:40:02,560 --> 00:40:04,080 You know, it's unofficially like the. 744 00:40:04,880 --> 00:40:08,280 Correct. Like when I when I was 745 00:40:08,520 --> 00:40:14,080 interviewing, I was doing Japan in Korea at Korea Buckshaw, we 746 00:40:14,080 --> 00:40:16,800 can, the founder of Backpack, Co founder Backpack on the panel 747 00:40:16,800 --> 00:40:18,240 that was interviewing, it was good. 748 00:40:18,240 --> 00:40:20,640 It was like they were talking about how they're building some 749 00:40:20,640 --> 00:40:22,280 good shit. They're all based in Tokyo too 750 00:40:22,280 --> 00:40:24,280 or something like that, but they're all based in Japan now 751 00:40:24,280 --> 00:40:28,840 and it's just been building. You know one thing about my 752 00:40:28,840 --> 00:40:31,840 lads, I've never had one, but I've always absolutely loved the 753 00:40:31,840 --> 00:40:33,200 art. The art's good. 754 00:40:33,880 --> 00:40:36,480 The art looks really good, you know. 755 00:40:37,560 --> 00:40:39,600 I like the mad lads as PFPS, I like D Gods. 756 00:40:39,600 --> 00:40:41,360 I still like the art on both of those. 757 00:40:41,400 --> 00:40:47,160 I have I still have my D gods, but I I, you know, I, I, I like 758 00:40:47,160 --> 00:40:49,160 them. Of course, I I like the S3, but 759 00:40:49,200 --> 00:40:52,560 obviously not on the chain. But but honestly, the mad lads 760 00:40:52,560 --> 00:40:54,120 always looked. So let's look at the state of 761 00:40:54,120 --> 00:40:56,000 salon FTS a bit. We we don't need this there. 762 00:40:56,760 --> 00:40:59,200 It's all AI, so AI16C partners look at those. 763 00:40:59,200 --> 00:41:00,440 Those are 8 soul. Those are. 764 00:41:00,440 --> 00:41:04,320 That's a newer collection. I wish they looked different. 765 00:41:04,360 --> 00:41:05,960 I saw those. I'm sure they'll pump. 766 00:41:05,960 --> 00:41:09,600 By the way, I just they look like the cross of Millennium 767 00:41:09,600 --> 00:41:10,280 touch. That's. 768 00:41:11,120 --> 00:41:12,680 That's the theme with these AIMTS. 769 00:41:12,680 --> 00:41:15,520 It's like the artists. It's not the, it's not the draw. 770 00:41:15,880 --> 00:41:18,480 I do wish it was a little there was a little more effort to the 771 00:41:18,480 --> 00:41:20,840 art. Like it looks like a it's like a 772 00:41:20,840 --> 00:41:22,560 milady, but turn more into anime. 773 00:41:22,560 --> 00:41:25,920 Yeah, it's not for, you know, it's not for me. 774 00:41:25,920 --> 00:41:28,680 But hey, if you're a traitor, you don't look at the art, 775 00:41:28,680 --> 00:41:31,400 right? Look at a token and if you think 776 00:41:31,400 --> 00:41:33,400 that goes up, then you know that's a good dream, right? 777 00:41:33,440 --> 00:41:36,080 So regardless of our opinions, you're on the show. 778 00:41:36,360 --> 00:41:38,040 You could make those. So what's up with Beanie? 779 00:41:38,840 --> 00:41:40,800 What what? Let's talk about Beanie for a 780 00:41:40,800 --> 00:41:42,600 second. I feel like I want to talk 781 00:41:42,600 --> 00:41:43,720 about. So what is what are these? 782 00:41:43,720 --> 00:41:45,120 He he keeps tweeting about those. 783 00:41:45,120 --> 00:41:47,040 Let's go on his account. Yeah, you're gonna have to pull 784 00:41:47,040 --> 00:41:51,360 up his account. These all launched when I was on 785 00:41:51,360 --> 00:41:52,880 vacation, so I I didn't really go. 786 00:41:52,920 --> 00:41:56,800 Into what's good old beaners up to my favorite boomer What 787 00:41:56,840 --> 00:41:59,360 what's What's the good old beaners up to these days? 788 00:42:00,200 --> 00:42:01,320 I'm talking about these creators. 789 00:42:01,320 --> 00:42:05,040 What are those? So yeah, it looks like. 790 00:42:05,080 --> 00:42:11,840 I think it's tied to. I'm also just guessing right 791 00:42:11,840 --> 00:42:13,920 now. Beanie is very good at 792 00:42:13,920 --> 00:42:16,800 Pontynomics, like that's one thing. 793 00:42:16,800 --> 00:42:20,560 It's very good at this shit, that's for sure. 794 00:42:21,840 --> 00:42:24,560 Yes, people see Beanie and they're just going to buy, 795 00:42:24,560 --> 00:42:25,920 especially when it's a low entry. 796 00:42:27,960 --> 00:42:30,000 BB's relentless, dude. He's still around. 797 00:42:30,560 --> 00:42:34,120 Yeah, on the big 2021 folks. Not many people, dude. 798 00:42:34,680 --> 00:42:36,520 He's not that many people, you know what I mean? 799 00:42:37,160 --> 00:42:39,400 Still around. So it looks like they're like 800 00:42:39,400 --> 00:42:41,160 Tamagotchis or some shit. Like they have, they have a 801 00:42:41,160 --> 00:42:43,800 life. It looks like they have a, it's 802 00:42:43,800 --> 00:42:45,880 like a game, right? Attack CC. 803 00:42:46,920 --> 00:42:48,240 Anyways, I thought that was good. 804 00:42:48,640 --> 00:42:49,680 And it's Salon Online. Did you see? 805 00:42:49,680 --> 00:42:51,560 I sold one of my one-on-one Badagos last week. 806 00:42:51,920 --> 00:42:55,520 Oh no, I I didn't see. That I I sold it to this guy. 807 00:42:55,960 --> 00:42:57,440 Awesome dude. Did you know this billionaire 808 00:42:57,960 --> 00:43:02,240 Adam Weitzman, This guy has a mega mutant guy doesn't have 809 00:43:02,440 --> 00:43:05,120 proper I push his billionaire, but anyways, if he's not, he's 810 00:43:05,120 --> 00:43:09,600 up there like in the so he wanted to support the Badagos 811 00:43:09,680 --> 00:43:12,320 and so his he's so rich. He's the type of way as a buyer, 812 00:43:12,320 --> 00:43:13,800 right. So a guy reached out to me was 813 00:43:13,800 --> 00:43:18,640 like, yo, OTC this I'm I'm buying on behalf of Adam checked 814 00:43:18,640 --> 00:43:19,520 it. It's true. 815 00:43:19,520 --> 00:43:20,880 You know, you know that type of thing. 816 00:43:21,640 --> 00:43:24,760 Anyway, so I saw the Badagos. I nearly set an all time high 817 00:43:24,760 --> 00:43:27,160 for Badagos. I was it was bummed we we could 818 00:43:27,240 --> 00:43:30,240 I I really want to do that for the boys and for my back from my 819 00:43:30,240 --> 00:43:32,480 own pocket. But so I sold that that was 820 00:43:32,480 --> 00:43:34,240 nice, like I was that's. A good one. 821 00:43:34,720 --> 00:43:36,120 That was that quickly like 50 soul. 822 00:43:36,720 --> 00:43:39,680 Oh man, you know take it. I minted 2 one of one so I still 823 00:43:39,680 --> 00:43:41,280 have another one. Someone wants to break the all 824 00:43:41,280 --> 00:43:45,880 time high but doggo sale. You minted 21O ones and and how 825 00:43:45,880 --> 00:43:48,800 rigged and how rigged showed the mint was. 826 00:43:49,760 --> 00:43:52,880 There it was rigged 100%. I'm caught, but doggo's ends. 827 00:43:53,320 --> 00:43:57,840 But Doggo's entertainment, it's their company, led by Choose 828 00:43:57,880 --> 00:44:03,160 Rich Nick and PO Vincenzo just so, so sucks. 829 00:44:03,160 --> 00:44:05,200 PO Vincenzo, like his name rhymes. 830 00:44:05,360 --> 00:44:09,760 You know he's criminal and and he's Italian from Brooklyn, 831 00:44:10,000 --> 00:44:12,000 right? Even Morris and they, they 832 00:44:12,000 --> 00:44:14,120 totally rigged it and gave me two on ones. 833 00:44:14,200 --> 00:44:16,960 Yeah, not only that, I got a Pepe, I got a hoodie. 834 00:44:16,960 --> 00:44:19,640 Like I got rare ones. I still have 2019 on the fuck. 835 00:44:19,640 --> 00:44:23,600 Now I'm down to 19 but but they've been a good treat. 836 00:44:23,600 --> 00:44:25,440 They've been a good treat. Anyways. 837 00:44:25,440 --> 00:44:29,000 Obviously it's all jokes. One more pudgy Penguins. 838 00:44:29,400 --> 00:44:31,360 Let's talk about the Penguins, because there's a lot of good 839 00:44:31,360 --> 00:44:32,800 myriad lines on it. Tell me more. 840 00:44:33,560 --> 00:44:35,120 Yeah, these things are just grinding up. 841 00:44:35,160 --> 00:44:39,120 And then it feels like whenever Pingu the token moves, there's 842 00:44:39,120 --> 00:44:43,200 going to be a catch up trade with the NFTS and then the NFTS 843 00:44:43,200 --> 00:44:45,400 catch steam and people just kind of keep buying them and then 844 00:44:45,400 --> 00:44:48,320 it's like Pingu catches up. So they're just kind of going 845 00:44:48,320 --> 00:44:51,360 back and forth as they grind up right now. 846 00:44:51,440 --> 00:44:55,360 And one thing I've been tracking for a while is just the the 847 00:44:55,360 --> 00:44:57,360 floor is super. The book is super thin. 848 00:44:57,840 --> 00:45:03,360 They're just are not at all like if you pull a blur, there's 70 849 00:45:03,360 --> 00:45:07,520 listings below 35. There's 100 to 40 right now. 850 00:45:08,040 --> 00:45:13,240 So if, if any buy pressure comes in, like if and when these break 851 00:45:13,240 --> 00:45:16,200 30 things could get nuts pretty fast. 852 00:45:16,840 --> 00:45:18,520 And the wild card is abstract, right? 853 00:45:18,520 --> 00:45:24,280 We still don't even know how or if they're tied in to the 854 00:45:24,280 --> 00:45:27,160 abstract token. I I've seen folks speculating 855 00:45:27,160 --> 00:45:30,000 that Big Pudgy should expect a 45 ETH AirDrop. 856 00:45:30,800 --> 00:45:32,640 I don't know. I, I, I generally don't even 857 00:45:32,640 --> 00:45:34,840 know we're working with them. I mean, I don't work with the 858 00:45:34,840 --> 00:45:37,320 abstract team personally because the tech side that works with 859 00:45:37,320 --> 00:45:42,400 them, but I don't know. I just know Sigar responds 860 00:45:42,400 --> 00:45:44,040 really fast. Chad Sigar. 861 00:45:47,720 --> 00:45:49,840 I'm I'm curious to see how how it works out. 862 00:45:50,440 --> 00:45:54,760 But one thing's for sure is that if you use myriad, which is 863 00:45:54,760 --> 00:45:57,400 moving to abstract when abstract maintenance, which I will not 864 00:45:57,400 --> 00:46:01,080 tell you when that I know because I know when our shit's 865 00:46:01,080 --> 00:46:05,960 going live, right? But, but, but let me tell you 866 00:46:05,960 --> 00:46:07,760 something. You may want to go and look at 867 00:46:07,760 --> 00:46:09,400 these pudgy markets, right? Did you tweet? 868 00:46:09,400 --> 00:46:11,040 I think you was it. You tweeted about it this 869 00:46:11,040 --> 00:46:12,080 morning. I did. 870 00:46:12,080 --> 00:46:14,720 I really like this line. If you if you're playing in the 871 00:46:15,120 --> 00:46:19,240 prediction markets, will Pudgy's be more than one Bitcoin on 872 00:46:19,280 --> 00:46:23,600 January 10th? They flipped to Bitcoin this 873 00:46:23,600 --> 00:46:26,240 morning. So let me put some after dude, 874 00:46:26,240 --> 00:46:28,120 I've been getting wrecked, dude, let me see. 875 00:46:28,320 --> 00:46:31,360 Oh, I'm up, Oh, I'm up, I'm up. Did you see our far coin markets 876 00:46:31,360 --> 00:46:32,560 by the way? Let's talk about this after 877 00:46:32,560 --> 00:46:33,720 that. But we have far coin markets up 878 00:46:33,720 --> 00:46:37,600 now, but let's talk about South Marriott dot markets, sign up 879 00:46:37,600 --> 00:46:41,080 Marriott dot markets, MYRIAD maybe since you want to pull up 880 00:46:41,080 --> 00:46:44,760 the link on the on the show screen so people can see it. 881 00:46:44,760 --> 00:46:47,440 But we have some pudgy markets and you have until January 10th 882 00:46:47,440 --> 00:46:49,400 to you can win up to two little pudgies by the way. 883 00:46:49,440 --> 00:46:52,640 So we're we're giving away a lot of money this 2 little pudgy is 884 00:46:52,640 --> 00:46:56,600 up for grabs and 3050 faces of Web 3 NFTS from us. 885 00:46:57,040 --> 00:46:58,400 So and I think you may want to want those. 886 00:46:58,680 --> 00:47:02,000 So anyways, let's talk about these markets so. 887 00:47:02,320 --> 00:47:04,920 Right there that will pudgy Penguin floor price stay higher 888 00:47:04,920 --> 00:47:06,360 than Bitcoin. Where is that? 889 00:47:06,840 --> 00:47:10,480 It's the 6th one, bottom right. What? 890 00:47:10,520 --> 00:47:13,360 Our charts are clean, dude. This is shots of the death. 891 00:47:13,440 --> 00:47:15,600 Well, it looks like, oh, I may have moved to the market on this 892 00:47:15,600 --> 00:47:19,920 one. It was at 42%, now it's at 87%. 893 00:47:21,320 --> 00:47:23,560 What are we thinking here? January 10th, Let's see what the 894 00:47:23,560 --> 00:47:30,360 resolution. Willet's price remain higher, so 895 00:47:30,360 --> 00:47:34,400 it has to remain higher than Bitcoin, according to Coin 896 00:47:34,400 --> 00:47:35,880 Gecko. OK. 897 00:47:36,360 --> 00:47:38,040 And what's the time on that? January 10th. 898 00:47:38,360 --> 00:47:43,960 BTC, 7:00 PM Eastern Time. OK, yeah, I mean, honestly, I I 899 00:47:43,960 --> 00:47:47,120 feel like in E terms they're going to be up there. 900 00:47:47,120 --> 00:47:49,960 I think the the the thing you're going you're fading is like a 901 00:47:50,000 --> 00:47:54,040 big E dump or just a. USD rate. 902 00:47:54,360 --> 00:47:58,840 So what are they now? Twenty 80s, which is 3005. 903 00:47:58,840 --> 00:48:01,840 Well ETH is dumped 3500 Right now. 904 00:48:02,200 --> 00:48:08,920 They're on par with BTC equal. Yeah, there it was like 27.668 905 00:48:08,920 --> 00:48:10,400 to Bitcoin I'll. Take a stab. 906 00:48:10,560 --> 00:48:11,760 You know what? I'll take a stab here. 907 00:48:11,760 --> 00:48:13,400 I'll put how many points do I have? 908 00:48:13,880 --> 00:48:17,680 It's not like my points don't really matter, so I'll just put 909 00:48:17,680 --> 00:48:21,000 1000 points. I'll, I'll take, I'll take the 910 00:48:21,000 --> 00:48:22,680 no here. Not because I don't think they 911 00:48:22,680 --> 00:48:24,000 will, but because I like the odds. 912 00:48:24,560 --> 00:48:30,200 You dog, you're shorting us. Oh God, what should I do, Tyler? 913 00:48:30,200 --> 00:48:31,000 What do you think? Tyler? 914 00:48:31,000 --> 00:48:33,360 What did you what did you slam? I like, I liked it. 915 00:48:33,360 --> 00:48:35,960 I loved it at 42%, which is where it was when I tweeted it 916 00:48:35,960 --> 00:48:39,320 at 83%. I mean, it's a little bit less 917 00:48:39,320 --> 00:48:43,400 interesting to slam in at 85%. People are slamming the yes here 918 00:48:43,400 --> 00:48:46,480 bro. And maybe wait for a pullback. 919 00:48:46,760 --> 00:48:49,160 Yeah, people are slamming the yes here. 920 00:48:49,160 --> 00:48:51,480 Look at that. Well, are you guys? 921 00:48:51,640 --> 00:48:54,680 402 is like it just takes so like the floor was 28.4 and then 922 00:48:54,680 --> 00:49:01,240 someone just listed at 28 so someone comes in at 27.56. 59 PM 923 00:49:01,240 --> 00:49:04,760 and 59 seconds 6:59 PM Eastern Standard Time on Jan Temple. 924 00:49:04,760 --> 00:49:05,920 No. So it's three days. 925 00:49:06,880 --> 00:49:08,120 Yeah. So you're betting on two things. 926 00:49:08,120 --> 00:49:10,600 You're betting on ETH not dumping more than this. 927 00:49:10,600 --> 00:49:14,720 So you're betting on east bounce, clearly mixed with. 928 00:49:14,720 --> 00:49:17,080 But The thing is, if E bounces, you'd assume that it's because 929 00:49:17,080 --> 00:49:20,760 of Bitcoin bounce. Interesting. 930 00:49:22,000 --> 00:49:23,760 I'm first. I would be betting on just the 931 00:49:24,080 --> 00:49:25,760 the floor to continue to grind up. 932 00:49:26,280 --> 00:49:29,200 And it's not even sweat. They eat the Bitcoin ratio. 933 00:49:30,080 --> 00:49:31,760 Yeah, that's a nice market actually. 934 00:49:31,760 --> 00:49:33,320 I like that. What else do we have for 935 00:49:33,320 --> 00:49:34,560 pudgies? We have a few markets up for 936 00:49:34,560 --> 00:49:37,600 them. We have there's other good ones, 937 00:49:37,600 --> 00:49:40,280 Little pudgy floor prize. Where are they at right now? 938 00:49:42,080 --> 00:49:43,960 That is a good question. We'll have to look that up. 939 00:49:44,360 --> 00:49:47,880 It is 2.92. That's nice. 940 00:49:48,200 --> 00:49:50,160 Anyway, so those things are well over 10K. 941 00:49:50,640 --> 00:49:51,840 Wow, we're giving a lot of money. 942 00:49:51,880 --> 00:49:56,200 Jesus Christ. Low pudgy floor price on January 943 00:49:56,200 --> 00:49:58,880 10th. What you said 2.9. 944 00:49:59,240 --> 00:50:01,640 And they're 2.9 right now. So this is interesting. 945 00:50:01,640 --> 00:50:07,760 So you think it's kind of thread a needle a little? 946 00:50:07,800 --> 00:50:12,160 Bit yeah, I I'll take that. I'll take this 1 / 3 between 3 947 00:50:12,160 --> 00:50:14,880 and 3 1/2. That feels like a good It's hard 948 00:50:14,880 --> 00:50:18,880 to see them over 3 1/2. Probably, yeah, I took that one. 949 00:50:18,960 --> 00:50:22,720 There you go. So I'll take that one. 950 00:50:23,360 --> 00:50:28,080 So between 3 and 3 1/2. That's why I took then what else 951 00:50:28,080 --> 00:50:28,920 do we have? We have. 952 00:50:29,720 --> 00:50:31,720 Well, that's a tough one. I don't know the math, Pudgy 953 00:50:31,720 --> 00:50:33,760 total sales in the 1st 10 days of 2025. 954 00:50:33,880 --> 00:50:36,400 I'm not counting that. Oh, that one's a good one, the 955 00:50:36,400 --> 00:50:40,280 Pengu holders. So right now. 10,000 yesterday I 956 00:50:40,280 --> 00:50:43,000 think. Pengu has 620 K now. 957 00:50:44,680 --> 00:50:47,560 Wow. Fuck it, picked up 5000 holders 958 00:50:47,560 --> 00:50:51,080 in four hours. 10K in the last day, that's big. 959 00:50:52,560 --> 00:50:54,680 That actually changes my thought process a little bit. 960 00:50:56,560 --> 00:50:58,240 I think it's going to be higher than 650. 961 00:51:01,320 --> 00:51:03,560 Interesting you could slam this right? 962 00:51:03,560 --> 00:51:05,080 This is higher right? Higher equal? 963 00:51:05,080 --> 00:51:08,680 Is that what it means this? One, that's it. 964 00:51:08,840 --> 00:51:12,320 So you're getting 5 to one, 5 1/2 to one. 5 1/2 to one higher 965 00:51:12,320 --> 00:51:15,320 or equal to 650. Yeah, it's not a bad one. 966 00:51:15,360 --> 00:51:17,280 I'm not taking that one personally, but that's not a bad 967 00:51:17,280 --> 00:51:19,440 market if you're a gambler. It's proper market. 968 00:51:21,640 --> 00:51:24,600 You probably are betting on some kind of an announcement between 969 00:51:24,600 --> 00:51:26,720 It's hard I it's hard to. Get wallets I. 970 00:51:26,760 --> 00:51:28,360 Don't think you're going to pick up 10 papers. 971 00:51:28,360 --> 00:51:33,480 Who wants to go dust wallets? If you really want to, I. 972 00:51:33,560 --> 00:51:34,600 Shouldn't be saying that on there. 973 00:51:36,080 --> 00:51:39,800 And then P GP was OK. That's an interesting one. 974 00:51:41,120 --> 00:51:45,760 Then you have total trading volume first ten days, so oh. 975 00:51:46,640 --> 00:51:48,680 That's a lock. Yeah, that's a lock. 976 00:51:48,680 --> 00:51:52,080 Above 2000 E, that's a lock. This one. 977 00:51:52,080 --> 00:51:54,920 I like this market a lot. This pudgy will stay higher than 978 00:51:54,920 --> 00:51:56,760 10A Bitcoin. I'm going to tweet about it too 979 00:51:56,760 --> 00:51:57,960 later. It's a good one. 980 00:51:58,120 --> 00:51:59,960 Oh, it's slammed back down. People took the note. 981 00:52:00,120 --> 00:52:04,160 Look at that. Today it came with a 900 USD 982 00:52:04,520 --> 00:52:07,000 which is kind of wild. That's how close it came with 983 00:52:07,000 --> 00:52:08,840 between BTC and the floor price. Wow. 984 00:52:10,040 --> 00:52:11,920 Yeah, yeah, yeah. I'm going to buy this on dips. 985 00:52:11,920 --> 00:52:15,360 I guess that is a tight market anyways. 986 00:52:15,360 --> 00:52:18,600 OK, So look it up. Myriad of markets check it out, 987 00:52:18,600 --> 00:52:21,880 sign up, play, have fun. Platform's great. 988 00:52:22,080 --> 00:52:24,160 We've had some, we've had a few bugs lately. 989 00:52:24,160 --> 00:52:26,640 Sorry guys, you guys are just killing. 990 00:52:26,640 --> 00:52:29,720 I mean, she's just slamming the platform, Tyler. 991 00:52:29,720 --> 00:52:31,480 They're breaking our platform every day. 992 00:52:32,000 --> 00:52:35,840 That's the betas 4, right? That's why the betas 4 it is, 993 00:52:36,080 --> 00:52:40,560 but it's the devs are like the devs are they're working. 994 00:52:40,600 --> 00:52:43,680 There were I think we're did we cross 30,000 sign ups? 995 00:52:43,680 --> 00:52:45,720 You know, let me see. Oh shit, it's 11. 996 00:52:45,720 --> 00:52:47,840 We should get to the giveaways. You have a short an hour. 997 00:52:47,840 --> 00:52:48,960 Tell me more about your short an hour. 998 00:52:49,640 --> 00:52:51,840 Underexposed, It's going to be our first show back from the new 999 00:52:51,840 --> 00:52:53,720 year. We're going to go deep into some 1000 00:52:53,720 --> 00:52:56,440 macro headlines, maybe debate this. 1001 00:52:56,440 --> 00:53:01,160 Arthur Hayes saying crypto's going to top in Q1, perhaps talk 1002 00:53:01,160 --> 00:53:04,760 about yet Swee saying that 2025 is the year crypto goes 1003 00:53:04,760 --> 00:53:07,000 mainstream, So we'll spend some time on that. 1004 00:53:07,000 --> 00:53:09,200 We'll probably talk AI and then Deese. 1005 00:53:09,600 --> 00:53:12,960 Deese is the MLG guy so I want to download it from him on this 1006 00:53:13,200 --> 00:53:14,520 MLG. That's his shit. 1007 00:53:15,840 --> 00:53:17,760 And if it's if it's a buy or not. 1008 00:53:18,160 --> 00:53:19,880 So I'm I'm sure we'll cover all those. 1009 00:53:19,880 --> 00:53:23,520 We'll probably check in on hype, if the hype is faded or not, 1010 00:53:24,280 --> 00:53:26,440 plus plus a few other things as well. 1011 00:53:26,440 --> 00:53:28,960 So it should be good. Love that well, the code today 1012 00:53:28,960 --> 00:53:31,520 was AI, but it's been displaying on the on the face, so you have 1013 00:53:31,520 --> 00:53:36,800 like two more seconds, Rafflebot dot XYZ, rafflebot dot XYZ and 1014 00:53:36,800 --> 00:53:40,640 the code is AI. All right, let's, let's, let's 1015 00:53:40,640 --> 00:53:41,960 do it. Sims, you're back. 1016 00:53:41,960 --> 00:53:44,600 We're back on the we're back on the raffle bar grind. 1017 00:53:44,600 --> 00:53:47,840 You'd love to see it. So let's go, baby. 1018 00:53:48,120 --> 00:53:50,440 Let's see who wins today. I'll listen to that. 1019 00:53:50,440 --> 00:53:52,600 Do I have a meeting during your show later? 1020 00:53:52,680 --> 00:53:53,880 I don't. Fuck yes. 1021 00:53:55,560 --> 00:53:55,840 Go the show.