Oh yo-yo, what up? What up?
Good morning, Good morning, MGM. Tuesday.
Oh, baby. January 7th. 2020. 05/20/25 Look
at that another beautiful day to have a beautiful day.
I got my ghost in the house. Tyler Mandel, good morning.
How you guys doing today? I'm doing great.
How are you, man? Fantastic, fantastic.
I'm feeling today I'm doing great and I'm being very proud
of being a Canadian citizen. Tyler, my cousin of the South,
how you doing today? I'm thrilled to be speaking with
the potential future Prime Minister of Canada here on on
the show this morning. That was an unexpected twist.
I'm also excited that my kids are both finally back in school
after 2 1/2 weeks. It was just yesterday.
It was just a total kick in the nuts to come back after a 2 week
vacation and and my son's school is still closed another day but
they're both finally back and I can get fully back to work.
And so you get up during the show yesterday, I was like,
yeah, that house must be a fucking madness.
Yes. So it's a happy, happy kids back
to school day. I guess for all the parents out
there, they must be ecstatic. That's so funny because like
every parrot I know is like that.
They're like oh fuck yeah, finally my kids are back to
school. Anyways, alright, I'm going to
have to change this background in a second because it's driving
me nuts. But you know, it's a it's an
honor, you know, to be host. You know, you guys, you're
hosting the show now with, you know, you know, 2% chances, you
know, I'm I'm above Trudeau on Polly market lines.
You know, it's been on my tweet. So you guys are you guys, you
guys are hosting the show here with potential future Prime
Minister of Canada here. We're going to be campaigning
all the way through October and see if we can move up in those
polls. You know, I mean, I get a green
scrap, fucking green screen for the background.
But, you know, I wanted to show my pride this morning on the
show. You know, it's a it's tiring.
You know, every time you tell someone you're Canadian, they
go, oh, do you apologize? No, motherfucker, we don't
apologize after every sentence. OK?
We're done being, you know, the laughingstock of the world, a
new era or better Canada. By the way, I found the tagline
on ChatGPT. Boom, abca better Canada.
How good is that? When I tried GPT yesterday with
Vanessa I was like babe, search up best slogans if I were to run
for Prime Minister. That was one of them.
Not bad, right? I like it.
You know, I could run an AI
agent that runs the campaign for me and it would be the first AI
agent LLM that is politics. So it's the mix of blockchain
tech, AI and politics. Now we're cooking.
I like it. That's a that's a trillion
dollar market cap coin right there.
Guys, what's the market cap of Canada?
Market cap. SA coin these days.
The market cap of Canada, the country, so it's GDP, right, GDP
is 2.14 trillion. So there you go.
You have a $2 trillion coin right there.
You know, it's, it's, it's actually actually not a bad
shout. And so the, the AI would run an
LLMAMG that runs campaigns right and then trades its polymarket
odds and everything Shetty myriad, you know, and
everything. So it's, it's pretty good.
Anyways, enough of the shenanigans though.
I am actually running. So this is not a joke y'all.
I will be campaigning for the rest of the year as long as the
Liberal Party's still in there. But today, the show today,
today, market report as usual. I just quickly glanced at the
market. Looks like we're back going to 0
again. We can celebrate hitting 100K
one more time this week probably.
Apart from gaming meme coins which are having their day If
you've seen this meme. Coins.
Gaming meme coins have you seen? This, well, I only know one
gaming meme coin. There's another one that has hit
$75 million yesterday. I only know about Epic and I'm
not even trying to like shove mags here, I'm just saying
there's another gaming meme going.
Apparently MG. MLG that's what you're talking
about dude. I have a story for you guys.
We'll we'll talk about this. I I, I literally was buying it
and didn't buy it because I saw banks tweeted about it like
3,000,000. So I went on my computer.
I was like fuck me let's buy this thing and it already had a
good God candle like this big on my screen and it was like fuck
this in retrospect should have aped anyway.
So we'll talk about all this stuff Tellers top 100 robit loot
box band and then last but not least, this show is powered by
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If you get drained, you won't get wrecked and then one last
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They made this really fun, fun looking video and and I want to
play it for them. All right, listen, y'all, we we
deliver a great show. We need our sponsors to keep the
show running, and so I'm going to show our sponsors video when
it's good. Hello, you guys can't hear right
The the sound is not sharing through this.
Oh my God, today I'm a mess, guys.
So far one. All right, let's try again.
Hello. Yeah, I just clicked on this
link on Twitter and it was for this funky ferret coin, and
there were these fun and funky ferrets and they were dancing.
But everything I own is gone. Like everything.
Of course. Yeah, Look, I'm just grateful
you answered the phone. It's lasagna graveyard.
Oh yeah, it's lasagna graveyard. Don't do doggy daddy, it's a
scam. Web service lifesaver coming
soon. Hello.
Anyways, that was it. Don't get scammed.
All right kids, don't get scammed.
And if not, first I can help anyways.
Mando, Mando, Mando. Let's get to talk about this
market. Kind of a 24 hour rug.
It felt like on the market there we hit 102 K and then I didn't
really know what happened, if I'm honest the. 1st place
honestly. We just kind of fell back
towards 98 K right now. So yeah, decent move.
I mean, the stocks are down a little bit.
I there's nothing that I see specifically around crypto
that's causing this. It just feels like a nice
liquidation candle to me, maybe wiping out a little bit of
leverage. But yeah, decent, decent move,
lower looks. Let me have a look at
liquidations right now. But yeah, this feels like one of
those I haven't seen anything about 250 million of
liquidations right now. So not crazy, but enough to
maybe 'cause some damage. I think people probably were
getting over their skis a little bit, maybe yesterday when we
were 102 K and we were putting on risk.
And and as is per normal, we find out that, you know, it's a,
it's a dangerous business out there.
So every single sector is kind of lower.
AIS memes the majors Solana underperforming actually looks
like Bitcoin dominance has kind of gone up looks like over this
over this move, which is not ideal, but definitely some of
the the the you know the sectors that we're doing strong over
also weak today. So oh wow, all based selling was
the OL. There's proper liquidation
candles right there. Just look at that Solana.
Yeah, like Solana down to two O 6.
That's two O 5. Yeah, it's a that's a proper
liquidation wig though, right? That's a decent liquidation Wig.
Yeah, look. At that.
Look at that. It's being brought up, but look
at that wig. Yeah.
Which I think is a buy, but but yeah, always good to see.
So I think we'll just wait and see how that how we settle over
the next few hours. I hadn't honestly, I hadn't
hadn't felt like excessive risk taking to me.
I don't know if you got the same, but like I didn't, I
wasn't sitting around being like, Oh my God, we we're in
desperate need of a liquidation candle here.
No, not. Really.
I also didn't really feel too much froth.
I know that there's a lot of memes running in AI stuff, but
didn't really feel that frothy to be honest.
The markets. No, I didn't think so either.
Like it's not like all altcoins have been running.
It just been a specific subset, which it added what, 7 billion?
It wasn't, It wasn't that crazy, but it was like what we've seen
basically since the show was just repeated hour after hour,
candles low, which is kind of surprised me.
Yeah, definitely surprised me. I kind of felt like we were,
we're setting ourselves up for a strong period.
We may just rebound here. We may just rebound here.
I thought I would guess because I don't see anything fundamental
necessarily about this move. Unless you don't have the
information, but I there's nothing I've seen on my timeline
either. There was some AI mean the AI
stocks in particular were strong yesterday.
There's a lot, there's been a lot of bullishness around that
sentiment and those have generally been the bellwethers.
For for the. Market stocks are a little bit
lower tomorrow. We obviously today we obviously
have some, we obviously have some some important data coming
up. People are pointing to the
stronger dollar like the like the fact that the dollar keeps
on going stronger. Bond yields are higher again
today. So maybe that's what's freaking
everyone else out a little bit. We're up to about 4.7% again on
10 year, which is, which is high.
Like I think I've flagged here quite a few times, you know,
macro's having a little bit of a, of a wait and see moment to
see if they're going to like Trump's going to cause inflation
or if the Fed's going to have to be more aggressive around
interest rates. But yeah, I didn't think that
was going to cause the this move in in crypto for sure.
All right, Yeah, we're going to. Don't worry.
Pages. Pages is yeah.
So souls down 7%. Excellent.
Yeah, I'm just going down this is this is kind of across the
board selling if I'm honest, like every single coin in the
top 100 looks like it's lower so.
Yeah, I mean, listen, KBM didn't last 30 days being a bull.
Is he short? And we have.
That means we're about to bounce hard, though.
I wouldn't, I wouldn't be short one this one doesn't feel.
Like the record for for for keyboard monkey, because I love
you, by the way, but I just want to send you this clip when we
when we pump short some stuff, but we'll be shorting all
bounces today until further notice.
So I tweeted long some stuff and we'd be longing all dips until
further notice. Yeah, this one doesn't feel like
it did the other day. The other day it felt like we
were about to breakthrough that 90.
Two, I emptied my robit account yesterday night.
Dude fuck, what a long. It felt like we were going to
break down that 92K level now Now I I don't know.
This feels like just a liquidation Wick rather than 18
minutes if one. Yields are higher obviously, but
I I don't know if that's enough to cause 'cause anything
substantial now. Yeah, I don't know, Tyler.
You didn't see anything on your end?
I saw a headline from Bloomberg that traders aren't pricing in a
full aren't fully pricing in a rate cut ahead of July.
Perhaps that also like a minor headline spooking things, but I
didn't see anything major on my end.
So it looks like. Up chopping into the
integration, perhaps chopping to the data coming out next, I
think what tomorrow and next week.
Yeah, yeah, that's all it is. It's it looks like that we've
either been scammed on the ETHOP side or we're getting one of the
best RR areas to bid continuation.
So I don't know, just seeing some traders come on timeline,
everyone's tweeting again. Oh, long this dip, As you
should. So I don't know.
There's nothing much else going on really, so I don't know.
Flood is so funny. He's always fighting at the air.
I'm like crazy. What's hyperliquid at?
Head rebounded. It looks like it's down again.
It was back to 26. Now I see 2480. 24, it's not
bad. I don't see consolidating this
area. Yeah, it's slightly outperformed
for sure on this on, on these sort of moves like it's like JLP
in that on the down days it does data.
I think it's actually what you want to look at is on the up
days like because sometimes when Solana rallies like Hyper Liquid
doesn't have a great time, right?
Like so I think Hyper Liquid generally always has a good good
time on the down days. Same as like same as JLP for
example. This is a crazy range on on
eBay, like it's been kind of trading there since February
last year. Yeah, it just disappoint.
Like I said, it just disappoints me too many Times Now.
Like it's. Wild man though, like look at
this here, this exact same PA, like this is February March 1st,
March 1st 2024 right there on the left side of the screen.
That is wild. Yeah.
Actually wild when you think about it.
Damn. All right, so there's that.
Yeah, it says NVIDIA has also reversed 5 1/2 points since the
peak on the market open. But yeah, I saw NVIDIA also
passed Apple yesterday. What does that mean for AI
banks? Specifically about moving into
AI agents yesterday. So which all these people are
doing, right? They're all talking about
agents, agentic workers all coming into the workplace next,
this year, next year, that sort of stuff.
So. OK.
That's going to be a theme in Yeah, in the stock market for
sure. The other news perhaps relevant
for you for real, since you've been having some computer
issues. NVIDIA announced their $3000
supercomputer laptop. It's going to have like the
highest computing power by orders of magnitude that we've
ever seen. You're going to be able to run
AI models locally and 3000, that's like the top of the line
MacBook cost, right? So it's it's in reach, I think.
Wow. OK, so they're coming for Apple
directly now? They're coming for a lot like
the They're building AI agents to replace enterprise workers.
Wow, mini desktop supercomputer 1000 times more powerful than a
laptop and it could fit in your bag.
New project digits mini PC offers a PETA flop of power
Local AII. Always got to be careful about
the news. I open here in Canada because we
don't get served proper news in the news tab, so I never know
what I'm reading. It's good news or not, but looks
like we're getting a super superpower computer laptop
anyways. All right, well, look, Mark is
boring today. Let's get it to Tyler's top 500.
I think. I think that's going to be
better. Where's my Tyler?
Goddammit, there. Top story Today I'm going to
give a shout out to AI XPT. Forbes featured AI XPT in a
transformation article talking about what the AI agent is, how
it operates, and how it has taken over crypto Twitter.
So some nice exposure there. Bitcoin ETF $980 million in
inflows yesterday, posting back-to-back $900 million
sessions. Eve saw 130 million inflows as
well, its second highest day in in the last two weeks.
So a bit surprising to see that and then see the downfall here
today. Ripple's CEO in crypto politics
is saying that Trump is already opening doors for crypto and
they've signed more clients in the six weeks post election than
in the six months prior. So that's good to see.
Animoka Chair Yatsui predicted that 2025 will be the year
crypto finally goes mainstream. And then we also saw Arthur
Hayes on the other side saying the markets are going to top in
mid March. So we will find.
Out we are going to run all year.
Long and and to open AirDrop and protocol news.
Some big news here. So Backpack announced the
acquisition of FTXEU and its licenses, staying its first
priority to return customer funds.
And then they're going to roll out a full suite of spot margin
and futures products saying crypto perps trading is coming
back to Europe. Mad lads ran on the back of that
news. Solana L2 gaming chain Sonic
SVN, they launched their token this morning and opened around a
$2.3 billion FDV. Pretty strong open players of
it's the TikTok Sonic X game are set to receive that AirDrop.
Bitcoin restaking protocol Solve teased a mega drop that's
starting today along with their TGE Mine Finance launched its
bridge to hyper Liquid, meaning traders can bridge to and from
hyper liquid from Solana and other chains in seconds and then
bear Chain. They're starting to heat up
their comms as well. They published an article
sharing Boyko Boyko as its pre launch liquidity platform along
with select launch dapps. So check that out if you are
interested in Vera and AI and crypto market cap.
Oh I imagine it's down a bit. It was around 17 1/2 billion
this morning. Looks like about 75% of the
board now is red Swarms was a big winner overnight it got
close to 500 million. Father UBC, Mizuki, Grift,
Opium, Rather Top Movers, AI16 ZT is the new website along with
a growing list of its official partners.
Always big news when they make announcements like that.
Arc and Eliza Labs announced a strategic partnership to
accelerate accelerate AI agent innovation.
Daniel Sestas anan they launched their first AI research agent.
Gemma also demoed Arbitrum and Ave.
Bridget and swaps. Eigenleier announced an AI agent
hacker house coming to ETH Denver that's also in
partnership with Eliza Labs. And then we we talked about the
macro AI news from NVIDIA and memes and NFTS meme majors are
are read this morning now along with the rest of the market.
MLG, as Mando mentioned the top of the show up 100% to 75
million. A new culture.
Coin is that $75 million? As where it was at an hour or so
ago, I haven't checked it's the show started when I.
Told you guys I faded and I was on my screen on Jupiter.
It was 4 million. That was the pump.
Great. A couple other headlines, Pudgy
Penguins reclaiming $100,000 floor, they're now up to 28.4
ETH. Gabe Laden, Gabe Laden's back,
he's teasing Limit Bricks. Biggest Web 3 release yet,
coming later today. Those Digi Daigakus pumped on
the back of that and then Mad Lads and a bunch of other slot
Ant TS actually doing very well. Mad Lads up on the back of the
backpack. News AI16Z partners were up a
lot. So is that Beanie's Critter's
Quest NFT as well? So some big action out there in
Salana NFT. Bags.
Just kidding. I always made these beanie calls
and then every time they're just massive cooks.
I've got some some of the homies bought the critters.
I think they were like one or two soul.
They're at 14 now. Just an easy, easy two week 9:50
plus. XI think that he plans on.
I think that he plans on using critters as what was that famous
coffee pasta from Beanie? I forgot you had one with Blut.
I always loved that one. I'll dedicate my my life's work
to. Yeah, yeah.
Right. And everything I do.
I'll make Critter's quest. I forget what it is.
I I should have that copy pasta on on on tap anyways.
All right, so a lot of moving pieces here, a lot of moving
parts. Tyler, which ones where where do
you want to even start here? Where do we even start?
I don't know, I feel like the AIXPT yeah, Boris feature was,
was pretty interesting to me. I, I, I think a part of, you
know, we've been talking about crypto and AI for a while now
and, and now it's starting to seem like we're getting more
mainstream exposure. I think talking about protocols
like virtuals or AI16Z maybe is one thing, but talking about a
specific agent and how it's transforming crypto Twitter,
that feels a little bit bigger. And that's what their article
was all about. It was like a, it was a pretty
deep dive into what AIXBT is. They introduced the agent, it
talked about examples of what it does, how it provides, you know,
detailed analysis on tokens as well as breaking down breaking
news. It talks about how it operates
on the base chain, how it pulls data from there.
And then they talked about how it's growing in popularity,
reaching 300,000 plus followers within just a few months.
They didn't talk about the token which I which did pump yesterday
and I wonder if it was tied to this article.
So the XPT did go up to about 580 yesterday.
It's now down closer to 500 million here this morning.
And then they went further to talk about how use cases like
AIXPT will be coming or are coming to other industries like
customer service, healthcare, retail and education.
And I don't know, I think this is the type of press that you
want to see if you are active in this space.
And it's it's really making me rethink AIXPTA little bit as
well, because this is this has been disclosure.
This has been one of my larger bags I had recently trimmed and
I had trimmed for a few reasons. One, I think that the higher it,
the more expensive it gets. I think it has a higher profile
on it and it still is making mistakes.
I think like stats, others have been pointing out how it, you
know, will hallucinate. It will provide like counter
opinions on the same topic when asked the same question from two
different people, which I think people let slide when it was a
$50 million token. And I feel like that's a little
bit bigger of a risk when it's half a billion token.
But on the opposite side, that might be the mid curve take.
And this might just be the a memetic trade.
And it is the number one AI agent on crypto Twitter.
It's, it's probably going to become one of the largest AI
agents on all of Twitter, right? I mean, it's, it's the biggest
crypto influencer right in mindshare.
Is the mindshare it's up to 300,000 followers in two months?
I mean, it's probably going to get to 1,000,000, right?
Like in the Q1, Is that a reasonable target?
Damn, he's going to flip all of us but together.
That's crazy. My days of having more followers
than the XBT are counted. It's over for me.
Where are these followers coming from?
I actually haven't even stopped to think about that.
Like everyone talks about how there's only 15,000 people on
crypto Twitter. It's.
Got thirty 1000 in two months. Well, no.
There's a lot like, if you think about it like there's like
Anthem grew a lot, right this, this cycle and stuff like that,
new followers. So I think that let's go have a
look. Let's go look.
Who is it's it's getting reached outside of maybe like a core
niche circle. And I think stories like this
published by Forbes are just going to expand that.
Maybe it's also a bunch of AI. You know what guys I don't even
know anymore who comments on my shit if they're real or not.
Like, look at this. This is an AI, the broke one.
Then oh, they're going to clip this again.
They did that to us Friday. This I I don't know if this is a
real person. Most of mine are now bots like
because I've been talking about it so like they're not same Utah
like I have so many bots now you.
Know they're not bots bro. They're not bots bro.
They're AI agents. We don't call them bots anymore.
I know, sorry terminology wrong, but it's mainly, yeah, it's
mainly agents. I don't know who I'm talking to
anymore. I mean, Wiz was saying that
right on the show, guys. We were all with him.
He was like, I don't know who I'm replying to anymore.
He's like, I reply to people. He's like, I love replying to my
haters. So I'll be replying to a bunch
of people that hate on me. And he's like, but then he
realizes halfway through he's talking to a robot that's scary
program to eat them. Man, I'm I'm curious for your
thoughts and broke yours too. I mean you both have been
starting to dabble and I mean you've been in AI for a bit with
GOAT and whatnot, but now I think you've been starting to
expand your book a little bit. Have you looked at AI XPT?
Like are are you long, short, neutral?
Like what's your take? I owned a XPT for for.
When was it just on a dip? Like it went down to like maybe
490 area, 480 area. And I bought it then and I've
kind of just traded the ranges here.
Like there's a lot of these at the moment, which I just kind of
trade the ranges. When it looks bad, I'll buy it
and when this looks good, it'll sell it.
But my my kind of core bag is not that.
But I've been, as I said to you before, like I'm looking at some
of these a bit more because I tend to find them more
resilient. The ET coins are more resilient,
there's no doubt about it. So I think strategically I might
look at AIXPT and, and, and Fraser just because even though
I don't, I actually don't love those stories as much as the as
let's say AI16Z or ARC or these big open source frameworks.
This is something about the fact that because they're the winning
ETH coins, they're like, they just say they stay stronger in
my opinion. I think that's true.
I think that the utility on AXBT is like, I feel like that's all.
It's like it's a risk also because like the, the more
expensive the terminal access gets, the more people are going
to question the value, right? So like 600,000 tokens is what's
required to use it's terminal. How much is that?
$300.00 in dollars. Oh, it's like no one's getting
$300,000 value from. Using, I'm not paying.
I'm not paying for any. Kids, to be honest about that.
I briefly had the 600K threshold.
I don't anymore and I didn't use the terminal.
But that aside, I still feel like the it's a it's a memetic
play. Still think that's the upside.
I mean, it's the mindshare plus the medic play.
But this is an industry, this is a sector that utility is
becoming more important and seemingly what folks are are
going after. That's the window yesterday,
right? It's just AI think it's just an
attention play. People think that if it has that
much attention and it gets to a million followers and it becomes
the biggest account on encrypted Twitter, then it'll be out to do
other things as well. Like I, I agree with you.
I don't think this current business model is actually the
best the best one for them. But what's?
Compiable, right? How much is the Bloomberg
Terminal? Not that the average person can
access it Mando though it. Can yeah, you can buy a
subscription. It's about 2525 KA year I think.
That's the thing, right? I mean not that the Bloomberg
Terminal gives you more like insane like info, but I'd assume
that the Bloomberg Terminal gives you more information than
the bot does it. I don't know.
I've never looked at the AXBT terminal so I don't really know.
Yeah, I would say the Bloomberg town was pretty coated.
I just, I'm not. Trying to, I'm just saying like
300K25K new AI agent tap utility versus like originally remember
Tyler, what made me fade your AXBT call was that terminal
thing. Remember I was like, you were
like, oh, I was like, so what's the I was like, why are you
buying this? And you're like because of the
terminal. And I was telling in mind share,
of course, which was great trade.
But then I was like, but why would I pay X amount?
Remember the time it was maybe 100K?
It was the last thing here. It was like 100K.
It was like 200 mil market cap, maybe 100 something K mil.
And I was like, why would I pay that much to have access to a
terminal that I'm not going to use?
And I faded so see to my detriment right, because I lost
that trade. But as 500 mil then that might
set kicks in again and I'm like fuck you know what I mean?
So like a potential upside of bull cases if like what if it
fully embraces #1 kol and starts lands?
And. Starts advertising and
generating. Revenue, it's the only reason
why I would buy XBT is the mindshare not the utility.
What do you guys think about like for mindshare?
Now what do you people buying it?
I I don't see that many people mentioning the terminal.
No, no one is. People mentioning the, the, the
attention and that that could lead to something like they,
they could do, they could pivot into something else.
I think from this, like if XPT pivoted it into a framework or
into swarms or into this, that and the other kind of like what
we saw the other day with that other one, that H term coin,
then then it can, but I, I don't think it's the current
application of that token is, is that valuable?
That's my care. Yeah, yeah, I agree.
I got to go lads, but. Yeah, he's out you.
Tomorrow. See you tomorrow.
OK, that's interesting. So what else is going on in the,
in a island today? Tyler, is there anything that we
may have missed overnight? Well, how's that hyperfy coin
doing? Because yesterday I, I was at a
so I went to the Habs game last night and I, I took my friend
George. Is he listening this morning?
George, you also have a headache.
We may have gone a little too hard on that proper 12 anyways,
but I so he was like, so my friend Tyler, he's a big fan of
the show. He's my best friend growing up
and he's like all in right now. He's like he brought his
computer. He signed up to oranges potion
shit like the discord chat. He's got all the bots.
He knows more than me. He's like, do you have this Nova
bot do use yellow? I'm like, what the fuck are you
talking about? I just dex Screener and Jupiter.
I'm a boomer dude and I'm a boomer now, right?
Imagine picture this Tyler with Jupiter and deck Screener.
I'm a boomer anyways, and he kept talking about hyperfy.
He's like, yeah, I missed that. I missed that.
How do you feel, dude? Like I I open this chart here
and I'm like fuck, I kind of want it.
I mean, this is if you're bullish on a token, this is buy
range probably right. It's down 60% from all time
highs. So disclosure, I own some of
this. First buy was 111 million I
missed like it ran so far so fast.
We talked about that on yesterday's show.
I also top blast of this thing over 200 million yesterday when
it when it had shown that first morning dip and then started to
rebound. I'm like, OK, this thing is
might really pull the boom run. That top blast was not a good
buy. So I'm certainly down on that
right now. I haven't had a chance.
Their guy had them on this on the stream yesterday.
I haven't had a chance to listen.
I know I've seen folks talking about the cell pressure from the
AirDrop. So any of the AI16Z partners
which is the term for anyone who has 100,000 tokens or more got
the AirDrop and it was worth like 2 so.
So probably some cell pressure. Well, you have soul selling off
and then you have this selling off, so.
It's so we'll see. I mean, nothing has changed
about the the vision or the pitch, right?
AI Roblox, metaverse for AI agents.
I think the question will be at this high of a market cap, are
they going to start rolling out some some big announcements and
demos and whatnot like soon? Yeah, If not, like it could
could slow bleed a little bit perhaps.
So we'll certainly see. Yeah.
No, that is that is definitely that is definitely what I'm
looking at just for trades, right?
Like my little say like the good thing about these Solana coins,
because I know like there's more selling off to Solana than base,
but that's actually you can play to that advantage like the
intraday or couple day trades you could do on these bounces.
That's just fartcoin in this imagine like where all those
like the moves are crazy Tyler like 3040% moves.
Yeah. Day-to-day basis.
And then on any given day, the number of coins with 30% moves
in my AI list is like 20 to 30 it seems like.
So yeah, you can absolutely change the range, trade the
ranges, I think. So AI16Z is kind of picking back
up this. Like they were pumping out the
updates yesterday. So they they dropped a new
website that had a growing list of their official partners.
So if you remember when AIC 16 first kind of came out, anything
that Shaw tweeted basically just went off like right out of the
gate. And you know, then there was the
shawl that kind of cooled off a little bit.
But now they're coming out with their official partners.
I think that is people are going to take a look at that very
seriously. Notably, there's a lot of
partners on there. I'll give a shout out to Small
Verse and Treasure Dow so that they are on there.
I guess Shawl has ties to them and they're growing chatter of
an official partnership with Treasure Dow.
So anyone who's been holding those smalls for three years
might be getting a bailout. Big news from ARC ARC and Eliza
Labs announced their strategic partnership.
That might be why Arc popped Grow You.
Have to forfeit last night that shit was going crazy and maybe I
should have taken some off I was getting a little excited when it
was popping I was like on my screen I.
Still like ARC, I think ARC is still a token on my and we have
a terrible Ark story. But if folks aren't familiar,
it's similar type of agent framework but based in Rust
which is the Solana native programming language.
Your arc story is great. I mean is that your arc story is
a proper like crypto story? I'll tell it real quick, why not
with Mando out? So I bought ARC at 25,000,000
the first day it came out and in pretty decent size.
The next day it kind of it'd been like chopping it looked
like it might start dipping. This was right after like UBC
had come out, come to the same level and then just started
going start to 0. So I was my guard was up.
I didn't know a whole lot about it yet and I and I at that point
I wanted a bigger hype bag, hyper liquid.
So what I do is I shave 10 to 15% off of multiple positions.
For whatever reason this day I just decided to full stack sell
my entire arc bag. Rotated it to hyper.
I say arc tripled to 75 S 25 to 75 overnight.
I'm like oh shit what did I do? So then I I sell like I'm going
to scramble. I sell some AIXPT to fund a a
purchase of Arc 3X hires. Like I can't I can't.
I get this. I type arc into Jupiter instead
of looking for the contract address like you should always
do. Jupiter fed me a honeypot.
I bought like 20 K of Arc in a fake contract and then I didn't
realize it till like a week and a half later.
Arc's at like 130 million. Like my balance should be going
up here and it's not what's going on?
Is Jupiter just lagging? I go see what's going on.
It's just a fake contract. So there's a lesson there folks.
Always. Don't go too fast.
Don't type. Don't type the names of the
tickers into. Don't.
Type the name of the ticker. You know what I do?
I actually like I like I copy paste on the the thing on my
phone, like on my clipboard like a million times like the thing.
I just like to make sure I'm too, I'm too scared of of this
stuff. All right, so look, that's a
good roundup. I think mostly on the AI side,
like the big news was the the backpack stuff and the mad lads,
of course, running on the back of that.
So tell me more about this FTX stuff.
This is some big shit, especially given that these
guys, you know their origin story, right?
They correct by FTX. They lost like, oh.
I didn't know that. So these guys lost like we had
them on the show way back then, like two years ago, I think with
Ovie and Mando. But these guys lost like $14
million or some shit. It was something, it was
something I don't want to make a mistake, so maybe someone
correct me if I'm wrong in the audience, they may even be
listening. But it was some absurd amount, 8
figures that they lost. They nearly lost everything with
the FTX, with the big salon guys, right?
And so I love that story. Tell me more.
Yes, the headline here, Backpack Exchange has moved into Europe.
They bought FTXEU for $32.7 million and this comes along
with their MIFI D2 license, which is the the license they
need to effectively operate. So they plan to launch a full
suite of crypto derivatives products across Europe beginning
with regulated perp futures. It looks like they are aiming to
go live in Q 12025 and I think they've they've got plans to
expand beyond perps from from there.
So it seems like a a big win for anyone who is tied into backpack
and perhaps wasn't FTXEU user. They also mentioned their first
priority is to help reimburse the users who were impacted by
the FTXEU collapse. And then they will fully focus
on launching out their their perps product.
So it looks like they're doing things the right way and then
some immediate market response. We saw it in the Mad Lads.
Mad Lads jumps quite a bit. They're one of the bigger movers
across chains. 86 Sol. 86 they were these went low too bro like
I'm pretty sure these were trading like way less than half
of that right? I would.
Say 30 they get to 30. I think so.
I think it's the high 20s, thirties, yeah. 28, yeah.
High 20s, thirties, yeah. But quick, of course.
But like, not like actually, no, they weren't trading from 35.
Call it to like in that range for Wow for for like 2 months
you know? So that's $18,000 for a mad lad
right now. That's what 5V roughly it's like
when you think about it in Salon terms, that feels so high.
But in 8th terms of 5E, yeah. This is about.
Number one, yeah. So how high did they get?
They got to two. 20 they got to 235 Solano Yeah, let's call it
227, yeah. Wow, always my challenge with
salon NTS. In fact, when when people see
that they're one NTS, 2 hundreds old, they just sell it and like
they want to go rotate it into token.
I like this. I like this.
Look at that. Charles looks good and I mean
this is a that's a real narrative to get behind like mad
lads tried to company launching a perfect well.
If you're bullish on the pudgy Penguins at Walmart and on the
underlying asset and the proliferation of the brand, then
surely this is bullish, right? Like similar mindset, different
product, Of course I get it. But you know, similar similar
mindset, right? Yeah.
I don't know that we have any. Are there even any comps to this
like or there's like an official energy?
No. They bought a fucking exchange.
I mean, it's not really mad lads doing it right, but the brand,
you know what I mean? It's still.
You know, it's unofficially like the.
Correct. Like when I when I was
interviewing, I was doing Japan in Korea at Korea Buckshaw, we
can, the founder of Backpack, Co founder Backpack on the panel
that was interviewing, it was good.
It was like they were talking about how they're building some
good shit. They're all based in Tokyo too
or something like that, but they're all based in Japan now
and it's just been building. You know one thing about my
lads, I've never had one, but I've always absolutely loved the
art. The art's good.
The art looks really good, you know.
I like the mad lads as PFPS, I like D Gods.
I still like the art on both of those.
I have I still have my D gods, but I I, you know, I, I, I like
them. Of course, I I like the S3, but
obviously not on the chain. But but honestly, the mad lads
always looked. So let's look at the state of
salon FTS a bit. We we don't need this there.
It's all AI, so AI16C partners look at those.
Those are 8 soul. Those are.
That's a newer collection. I wish they looked different.
I saw those. I'm sure they'll pump.
By the way, I just they look like the cross of Millennium
touch. That's.
That's the theme with these AIMTS.
It's like the artists. It's not the, it's not the draw.
I do wish it was a little there was a little more effort to the
art. Like it looks like a it's like a
milady, but turn more into anime.
Yeah, it's not for, you know, it's not for me.
But hey, if you're a traitor, you don't look at the art,
right? Look at a token and if you think
that goes up, then you know that's a good dream, right?
So regardless of our opinions, you're on the show.
You could make those. So what's up with Beanie?
What what? Let's talk about Beanie for a
second. I feel like I want to talk
about. So what is what are these?
He he keeps tweeting about those.
Let's go on his account. Yeah, you're gonna have to pull
up his account. These all launched when I was on
vacation, so I I didn't really go.
Into what's good old beaners up to my favorite boomer What
what's What's the good old beaners up to these days?
I'm talking about these creators.
What are those? So yeah, it looks like.
I think it's tied to. I'm also just guessing right
now. Beanie is very good at
Pontynomics, like that's one thing.
It's very good at this shit, that's for sure.
Yes, people see Beanie and they're just going to buy,
especially when it's a low entry.
BB's relentless, dude. He's still around.
Yeah, on the big 2021 folks. Not many people, dude.
He's not that many people, you know what I mean?
Still around. So it looks like they're like
Tamagotchis or some shit. Like they have, they have a
life. It looks like they have a, it's
like a game, right? Attack CC.
Anyways, I thought that was good.
And it's Salon Online. Did you see?
I sold one of my one-on-one Badagos last week.
Oh no, I I didn't see. That I I sold it to this guy.
Awesome dude. Did you know this billionaire
Adam Weitzman, This guy has a mega mutant guy doesn't have
proper I push his billionaire, but anyways, if he's not, he's
up there like in the so he wanted to support the Badagos
and so his he's so rich. He's the type of way as a buyer,
right. So a guy reached out to me was
like, yo, OTC this I'm I'm buying on behalf of Adam checked
it. It's true.
You know, you know that type of thing.
Anyway, so I saw the Badagos. I nearly set an all time high
for Badagos. I was it was bummed we we could
I I really want to do that for the boys and for my back from my
own pocket. But so I sold that that was
nice, like I was that's. A good one.
That was that quickly like 50 soul.
Oh man, you know take it. I minted 2 one of one so I still
have another one. Someone wants to break the all
time high but doggo sale. You minted 21O ones and and how
rigged and how rigged showed the mint was.
There it was rigged 100%. I'm caught, but doggo's ends.
But Doggo's entertainment, it's their company, led by Choose
Rich Nick and PO Vincenzo just so, so sucks.
PO Vincenzo, like his name rhymes.
You know he's criminal and and he's Italian from Brooklyn,
right? Even Morris and they, they
totally rigged it and gave me two on ones.
Yeah, not only that, I got a Pepe, I got a hoodie.
Like I got rare ones. I still have 2019 on the fuck.
Now I'm down to 19 but but they've been a good treat.
They've been a good treat. Anyways.
Obviously it's all jokes. One more pudgy Penguins.
Let's talk about the Penguins, because there's a lot of good
myriad lines on it. Tell me more.
Yeah, these things are just grinding up.
And then it feels like whenever Pingu the token moves, there's
going to be a catch up trade with the NFTS and then the NFTS
catch steam and people just kind of keep buying them and then
it's like Pingu catches up. So they're just kind of going
back and forth as they grind up right now.
And one thing I've been tracking for a while is just the the
floor is super. The book is super thin.
They're just are not at all like if you pull a blur, there's 70
listings below 35. There's 100 to 40 right now.
So if, if any buy pressure comes in, like if and when these break
30 things could get nuts pretty fast.
And the wild card is abstract, right?
We still don't even know how or if they're tied in to the
abstract token. I I've seen folks speculating
that Big Pudgy should expect a 45 ETH AirDrop.
I don't know. I, I, I generally don't even
know we're working with them. I mean, I don't work with the
abstract team personally because the tech side that works with
them, but I don't know. I just know Sigar responds
really fast. Chad Sigar.
I'm I'm curious to see how how it works out.
But one thing's for sure is that if you use myriad, which is
moving to abstract when abstract maintenance, which I will not
tell you when that I know because I know when our shit's
going live, right? But, but, but let me tell you
something. You may want to go and look at
these pudgy markets, right? Did you tweet?
I think you was it. You tweeted about it this
morning. I did.
I really like this line. If you if you're playing in the
prediction markets, will Pudgy's be more than one Bitcoin on
January 10th? They flipped to Bitcoin this
morning. So let me put some after dude,
I've been getting wrecked, dude, let me see.
Oh, I'm up, Oh, I'm up, I'm up. Did you see our far coin markets
by the way? Let's talk about this after
that. But we have far coin markets up
now, but let's talk about South Marriott dot markets, sign up
Marriott dot markets, MYRIAD maybe since you want to pull up
the link on the on the show screen so people can see it.
But we have some pudgy markets and you have until January 10th
to you can win up to two little pudgies by the way.
So we're we're giving away a lot of money this 2 little pudgy is
up for grabs and 3050 faces of Web 3 NFTS from us.
So and I think you may want to want those.
So anyways, let's talk about these markets so.
Right there that will pudgy Penguin floor price stay higher
than Bitcoin. Where is that?
It's the 6th one, bottom right. What?
Our charts are clean, dude. This is shots of the death.
Well, it looks like, oh, I may have moved to the market on this
one. It was at 42%, now it's at 87%.
What are we thinking here? January 10th, Let's see what the
resolution. Willet's price remain higher, so
it has to remain higher than Bitcoin, according to Coin
Gecko. OK.
And what's the time on that? January 10th.
BTC, 7:00 PM Eastern Time. OK, yeah, I mean, honestly, I I
feel like in E terms they're going to be up there.
I think the the the thing you're going you're fading is like a
big E dump or just a. USD rate.
So what are they now? Twenty 80s, which is 3005.
Well ETH is dumped 3500 Right now.
They're on par with BTC equal. Yeah, there it was like 27.668
to Bitcoin I'll. Take a stab.
You know what? I'll take a stab here.
I'll put how many points do I have?
It's not like my points don't really matter, so I'll just put
1000 points. I'll, I'll take, I'll take the
no here. Not because I don't think they
will, but because I like the odds.
You dog, you're shorting us. Oh God, what should I do, Tyler?
What do you think? Tyler?
What did you what did you slam? I like, I liked it.
I loved it at 42%, which is where it was when I tweeted it
at 83%. I mean, it's a little bit less
interesting to slam in at 85%. People are slamming the yes here
bro. And maybe wait for a pullback.
Yeah, people are slamming the yes here.
Look at that. Well, are you guys?
402 is like it just takes so like the floor was 28.4 and then
someone just listed at 28 so someone comes in at 27.56. 59 PM
and 59 seconds 6:59 PM Eastern Standard Time on Jan Temple.
No. So it's three days.
Yeah. So you're betting on two things.
You're betting on ETH not dumping more than this.
So you're betting on east bounce, clearly mixed with.
But The thing is, if E bounces, you'd assume that it's because
of Bitcoin bounce. Interesting.
I'm first. I would be betting on just the
the floor to continue to grind up.
And it's not even sweat. They eat the Bitcoin ratio.
Yeah, that's a nice market actually.
I like that. What else do we have for
pudgies? We have a few markets up for
them. We have there's other good ones,
Little pudgy floor prize. Where are they at right now?
That is a good question. We'll have to look that up.
It is 2.92. That's nice.
Anyway, so those things are well over 10K.
Wow, we're giving a lot of money.
Jesus Christ. Low pudgy floor price on January
10th. What you said 2.9.
And they're 2.9 right now. So this is interesting.
So you think it's kind of thread a needle a little?
Bit yeah, I I'll take that. I'll take this 1 / 3 between 3
and 3 1/2. That feels like a good It's hard
to see them over 3 1/2. Probably, yeah, I took that one.
There you go. So I'll take that one.
So between 3 and 3 1/2. That's why I took then what else
do we have? We have.
Well, that's a tough one. I don't know the math, Pudgy
total sales in the 1st 10 days of 2025.
I'm not counting that. Oh, that one's a good one, the
Pengu holders. So right now. 10,000 yesterday I
think. Pengu has 620 K now.
Wow. Fuck it, picked up 5000 holders
in four hours. 10K in the last day, that's big.
That actually changes my thought process a little bit.
I think it's going to be higher than 650.
Interesting you could slam this right?
This is higher right? Higher equal?
Is that what it means this? One, that's it.
So you're getting 5 to one, 5 1/2 to one. 5 1/2 to one higher
or equal to 650. Yeah, it's not a bad one.
I'm not taking that one personally, but that's not a bad
market if you're a gambler. It's proper market.
You probably are betting on some kind of an announcement between
It's hard I it's hard to. Get wallets I.
Don't think you're going to pick up 10 papers.
Who wants to go dust wallets? If you really want to, I.
Shouldn't be saying that on there.
And then P GP was OK. That's an interesting one.
Then you have total trading volume first ten days, so oh.
That's a lock. Yeah, that's a lock.
Above 2000 E, that's a lock. This one.
I like this market a lot. This pudgy will stay higher than
10A Bitcoin. I'm going to tweet about it too
later. It's a good one.
Oh, it's slammed back down. People took the note.
Look at that. Today it came with a 900 USD
which is kind of wild. That's how close it came with
between BTC and the floor price. Wow.
Yeah, yeah, yeah. I'm going to buy this on dips.
I guess that is a tight market anyways.
OK, So look it up. Myriad of markets check it out,
sign up, play, have fun. Platform's great.
We've had some, we've had a few bugs lately.
Sorry guys, you guys are just killing.
I mean, she's just slamming the platform, Tyler.
They're breaking our platform every day.
That's the betas 4, right? That's why the betas 4 it is,
but it's the devs are like the devs are they're working.
There were I think we're did we cross 30,000 sign ups?
You know, let me see. Oh shit, it's 11.
We should get to the giveaways. You have a short an hour.
Tell me more about your short an hour.
Underexposed, It's going to be our first show back from the new
year. We're going to go deep into some
macro headlines, maybe debate this.
Arthur Hayes saying crypto's going to top in Q1, perhaps talk
about yet Swee saying that 2025 is the year crypto goes
mainstream, So we'll spend some time on that.
We'll probably talk AI and then Deese.
Deese is the MLG guy so I want to download it from him on this
MLG. That's his shit.
And if it's if it's a buy or not.
So I'm I'm sure we'll cover all those.
We'll probably check in on hype, if the hype is faded or not,
plus plus a few other things as well.
So it should be good. Love that well, the code today
was AI, but it's been displaying on the on the face, so you have
like two more seconds, Rafflebot dot XYZ, rafflebot dot XYZ and
the code is AI. All right, let's, let's, let's
do it. Sims, you're back.
We're back on the we're back on the raffle bar grind.
You'd love to see it. So let's go, baby.
Let's see who wins today. I'll listen to that.
Do I have a meeting during your show later?
I don't. Fuck yes.
Go the show.