1
00:00:00,120 --> 00:00:00,800
What up? 
What up? 

2
00:00:00,800 --> 00:00:02,440
Good morning. 
Good morning. 

3
00:00:02,440 --> 00:00:08,480
GMGM Thursday. 
No, sorry. 

4
00:00:08,720 --> 00:00:13,920
Moon Bamber 14202444. 
Look at that. 

5
00:00:14,040 --> 00:00:16,680
Another beautiful day to have a 
beautiful day. 

6
00:00:16,920 --> 00:00:18,720
I got my Co host in the house. 
Tyler. 

7
00:00:19,200 --> 00:00:20,680
Tyler. 
Tyler Tyler. 

8
00:00:20,960 --> 00:00:22,560
Good morning. 
How are you doing today? 

9
00:00:25,040 --> 00:00:26,280
Oh, you're muted. 
I can't hear you. 

10
00:00:28,680 --> 00:00:31,600
Oh, oh, we got that fixed. 
Go he's got the bulls hat on. 

11
00:00:32,119 --> 00:00:33,800
Oh yeah, I'm. 
Good. 

12
00:00:33,800 --> 00:00:35,320
I was feeling extra bullish this
morning. 

13
00:00:35,440 --> 00:00:36,720
I've been waking up earlier and 
earlier. 

14
00:00:36,720 --> 00:00:40,600
I was up at 4:30 central and at 
4:30 AM central. 

15
00:00:40,600 --> 00:00:42,840
All of the prices were much 
higher than they are right now. 

16
00:00:42,840 --> 00:00:46,160
So it seems like people have 
been waking up and selling for 

17
00:00:46,160 --> 00:00:48,800
the last few hours, but I think 
they might regret that. 

18
00:00:49,480 --> 00:00:50,640
I think they might regret that 
too. 

19
00:00:50,640 --> 00:00:54,280
I mean so far, every single dip 
that was that was the dip, like 

20
00:00:54,560 --> 00:00:56,960
every single dip's been eaten up
just like an insane amount of 

21
00:00:56,960 --> 00:00:58,080
volume going to the majors, 
right. 

22
00:00:58,080 --> 00:01:00,880
It's actually impressive the bid
on on Bitcoin and Solana these 

23
00:01:00,880 --> 00:01:04,519
days. 
I mean the Bitcoin volume is 

24
00:01:04,519 --> 00:01:07,400
just ridiculous. 
It's insane like infinite bid. 

25
00:01:07,400 --> 00:01:11,800
It seems not so infinite this 
morning, but you know, listen, 

26
00:01:12,320 --> 00:01:15,480
listen, I think I think we're in
a we're in a good place and and 

27
00:01:15,480 --> 00:01:18,760
we'll talk about that today on 
the show today, today as usual, 

28
00:01:18,760 --> 00:01:20,760
market report, market market 
market report. 

29
00:01:20,760 --> 00:01:24,200
Let's see where we're at. 
Bitcoin took a huge dump, 2% 

30
00:01:24,920 --> 00:01:26,160
panic everyone, you know what I 
mean? 

31
00:01:26,160 --> 00:01:30,800
It's like 2%. 
No, no, no, we're sub 90. 

32
00:01:30,880 --> 00:01:36,160
No, Oh wait, we're at 89.2000 
United States dollars for one 

33
00:01:36,440 --> 00:01:40,520
Bitcoin like we're we're the 
price is so high. 

34
00:01:40,520 --> 00:01:42,960
We're going to have to talk in 
sats soon, bro, You know what I 

35
00:01:42,960 --> 00:01:48,560
mean? 
Oh my God, Oh my God, listen, 

36
00:01:50,000 --> 00:01:53,400
don't don't talk to me about no 
tops anyways until dose until 

37
00:01:53,400 --> 00:01:55,360
this morning dose went in top 
10, but I'm sure we'll talk 

38
00:01:55,360 --> 00:01:57,320
about that. 
So market report Tyler's top 

39
00:01:57,320 --> 00:02:00,200
100,000 because I know he's got 
100,000 things to talk about 

40
00:02:00,200 --> 00:02:02,120
today again. 
So we'll probably wrap up the 

41
00:02:02,120 --> 00:02:07,600
market in in that as well again 
today and then and then last and

42
00:02:07,600 --> 00:02:09,520
then we'll be joined actually by
guest today. 

43
00:02:09,520 --> 00:02:12,440
Today's show partner is Sui 
network and Walrus. 

44
00:02:12,760 --> 00:02:16,560
So walrus Walrus, some a part of
that. 

45
00:02:16,560 --> 00:02:19,280
Someone from the team is going 
to be coming to talk about us. 

46
00:02:19,760 --> 00:02:23,600
Sorry about us, not about us. 
I mean, not about us to us about

47
00:02:23,600 --> 00:02:24,920
what they've been building over 
there. 

48
00:02:25,240 --> 00:02:28,360
Actually one of our partnerships
on the decrypt side with walrus,

49
00:02:28,360 --> 00:02:31,000
which is super cool. 
As you all know, Sui has been 

50
00:02:31,080 --> 00:02:35,440
absolutely fucking cooking. 
So George Vanezis of the Co 

51
00:02:35,440 --> 00:02:37,480
founder chief scientists at 
Miston lab. 

52
00:02:37,480 --> 00:02:39,480
So that's pretty big. 
So we'll be excited to talk 

53
00:02:39,480 --> 00:02:41,280
about what they're up to because
they've definitely been one of 

54
00:02:41,280 --> 00:02:43,720
the main narratives this cycle 
so far. 

55
00:02:44,080 --> 00:02:45,640
Looks like they're going to 
continue to be. 

56
00:02:45,640 --> 00:02:48,040
And then last but not least, 
Robert loot box been at the end 

57
00:02:48,040 --> 00:02:50,240
of the show. 
So we'll be picking the lucky 

58
00:02:50,240 --> 00:02:53,080
winner in the audience and 
you'll come on stage and you're 

59
00:02:53,080 --> 00:02:55,760
going to make some money. 
So you'll go to raffle bought 

60
00:02:55,760 --> 00:02:58,080
that XYZ. 
There is going to be a code 

61
00:02:58,760 --> 00:03:02,560
sometime the show usually about 
halfway in and you can enter and

62
00:03:02,560 --> 00:03:06,000
you get one chance to come and 
spin the wheel and make some 

63
00:03:06,000 --> 00:03:07,840
money. 
Last one I need to show is 

64
00:03:07,920 --> 00:03:11,240
powered by Galaxies. 
What's the most built in 

65
00:03:11,240 --> 00:03:14,080
monetization tools? 
Galaxies enables the development

66
00:03:14,080 --> 00:03:16,120
of sustainable long term 
communities, fulfilling 

67
00:03:16,120 --> 00:03:17,960
Bitcoin's vision of 
decentralized freedom and 

68
00:03:17,960 --> 00:03:19,480
independence from centralized 
control. 

69
00:03:19,480 --> 00:03:23,120
And with that, Tyler, let's see 
what you got for us today, Four 

70
00:03:23,280 --> 00:03:28,520
daily NFT and crypto analysis, 
Tyler. 

71
00:03:28,880 --> 00:03:31,160
De on FOMO. 
Our cause, The kids. 

72
00:03:32,080 --> 00:03:38,600
Can our top story folks, 
Coinbase and Robin Hood list 

73
00:03:38,720 --> 00:03:44,080
Pepe surprise listing its soars 
to $10 billion in market cap. 

74
00:03:44,080 --> 00:03:47,320
It flipped DOGE in trading 
volume on the day. 

75
00:03:47,640 --> 00:03:53,240
Over $20 billion traded on Pepe.
Coinbase also surprise listed 

76
00:03:53,240 --> 00:03:56,840
with on the day. 
It led to a broader explosion in

77
00:03:56,840 --> 00:03:58,280
memes. 
We'll talk about that more in a 

78
00:03:58,280 --> 00:04:00,360
bit. 
This came after Bitcoin briefly 

79
00:04:00,360 --> 00:04:02,760
hit 93,000. 
I think it hit 93,000 during our

80
00:04:02,760 --> 00:04:05,200
show yesterday, another new all 
time high. 

81
00:04:05,800 --> 00:04:09,880
It has since dipped a bit 89 K 
here before the show went live. 

82
00:04:10,520 --> 00:04:14,200
In other news, Senator John Tune
was elected to serve as a Senate

83
00:04:14,200 --> 00:04:16,320
Majority Leader. 
This is important because Tune 

84
00:04:16,320 --> 00:04:20,640
is considered pro crypto has 
backed crypto bills in the past 

85
00:04:20,640 --> 00:04:23,280
and is expected to help Dr. 
crypto regulatory change. 

86
00:04:23,280 --> 00:04:26,560
So that's a big one. 
On the other side, polymarket 

87
00:04:26,560 --> 00:04:30,520
facing a Department of Justice 
probe into their US users right 

88
00:04:30,520 --> 00:04:33,800
now, which resulted in a raid on
founder Shane Copeland's home 

89
00:04:33,800 --> 00:04:36,520
and they confiscated his phone. 
So a negative headline there. 

90
00:04:37,400 --> 00:04:40,600
In other news, I bet saw $5 
billion in trading volume on the

91
00:04:40,600 --> 00:04:42,640
day the ETF continue to pick up 
speed. 

92
00:04:42,960 --> 00:04:46,960
Bitwise acquired a testant and 
non custodial Ethereum staking 

93
00:04:46,960 --> 00:04:49,440
provider. 
They've got $4 billion in staked

94
00:04:49,840 --> 00:04:52,680
that's Meanwhile, Bitwise's 
chief investment officer Matt 

95
00:04:52,680 --> 00:04:55,520
Hogan believes Bitcoin can run 
up to 500 K. 

96
00:04:55,840 --> 00:04:59,360
Another sentiment shared by Mike
Novogratz on C yesterday. 

97
00:04:59,360 --> 00:05:00,880
So we're seeing those targets 
out there. 

98
00:05:01,080 --> 00:05:03,520
Then NFL player Odell Beckham 
junior obj. 

99
00:05:03,600 --> 00:05:06,880
He taunted the anti crypto crowd
yesterday boasting about taking 

100
00:05:06,880 --> 00:05:09,880
his NFL salary in Bitcoin and 
sharing the chart. 

101
00:05:09,880 --> 00:05:12,440
So I thought that was a fun one.
In protocol news, moon pay 

102
00:05:12,440 --> 00:05:15,240
announced a new moon pay balance
feature which allows users to 

103
00:05:15,240 --> 00:05:20,160
buy crypto instantly hold Fiat 
in their moon pay Wallace, 

104
00:05:20,160 --> 00:05:24,000
effectively with zero fees. 
So big news from moon pay pump 

105
00:05:24,000 --> 00:05:28,160
Fung has created over $4 billion
in meme coin market cap via it's

106
00:05:28,160 --> 00:05:30,240
topical in just the past two 
months. 

107
00:05:30,680 --> 00:05:34,920
One, creating some massive 
wealth black launch BlackRock 

108
00:05:34,920 --> 00:05:38,440
launched its Biddle stable coin 
on several EVM chains yesterday,

109
00:05:38,440 --> 00:05:41,200
including arbitrum, avalanche 
optimism and Polygon. 

110
00:05:41,560 --> 00:05:44,200
We saw Parallel start doing 
mobile testing this week for its

111
00:05:44,200 --> 00:05:47,120
upcoming game launch. 
And then Zero Gravity Labs 

112
00:05:47,120 --> 00:05:49,880
announced a huge race, $40 
million to develop with 

113
00:05:49,880 --> 00:05:53,720
decentralized AI operating 
system, it's called DAIOS, 

114
00:05:54,080 --> 00:05:56,560
adding to their $35 million 
already raised. 

115
00:05:56,560 --> 00:05:58,720
So some big money in Zero 
Gravity Labs. 

116
00:05:59,120 --> 00:06:04,080
In meme and NFT news, meme coin 
majors were very green this 

117
00:06:04,080 --> 00:06:06,240
morning, maybe coming down a 
bit. 

118
00:06:06,520 --> 00:06:11,440
Pepe was up 60% with was up 30%,
several up double digits. 

119
00:06:11,600 --> 00:06:16,480
We saw Elon praising Doge's flat
inflation rate as a feature, not

120
00:06:16,480 --> 00:06:18,760
a bug. 
So Elon's actively talking about

121
00:06:18,760 --> 00:06:21,040
Dogecoin at this. 
Oh yeah, wow. 

122
00:06:21,040 --> 00:06:23,440
We've got a new Elon list of 
memes. 

123
00:06:24,400 --> 00:06:25,920
Sammy. 
Sammy put out the index. 

124
00:06:27,280 --> 00:06:29,040
I put together a watch list as 
well. 

125
00:06:29,040 --> 00:06:31,160
Its leader Peanut hit 2.2 
billion. 

126
00:06:31,440 --> 00:06:34,400
Banana and Shrub were also big 
winners on the day. 

127
00:06:34,560 --> 00:06:37,840
The AI memes soared overnight. 
Goat hit a billion dollars 

128
00:06:37,840 --> 00:06:39,960
again. 
It pulled back ACT in 700 

129
00:06:39,960 --> 00:06:42,720
million range. 
Shaga and Zero Bro were also 

130
00:06:42,720 --> 00:06:46,000
huge movers. 
This OBOT token and the eagle 

131
00:06:46,000 --> 00:06:48,360
emoji were two of the biggest 
winners I saw in the day. 

132
00:06:48,360 --> 00:06:51,200
They're up 35,000 percent. 
So everyday we're seeing these 

133
00:06:51,200 --> 00:06:54,120
massive winners now and it just 
doesn't stop. 

134
00:06:54,120 --> 00:06:55,400
So I'm sure we'll take a look at
the board. 

135
00:06:55,640 --> 00:06:58,480
In NFT news, the Crypto Punk 4 
is grinding up, folks. 

136
00:06:58,480 --> 00:07:00,560
It's up another 4 percent, 33 
ETH. 

137
00:07:00,720 --> 00:07:05,040
It's $105,000 on the back of a 
big $1 million sweep from 

138
00:07:05,040 --> 00:07:11,000
Wintermute yesterday. 
Otherwise, zero born NFTS tied 

139
00:07:11,000 --> 00:07:15,400
to the zero bro meme on Solana 
that was the leader on soul jump

140
00:07:15,400 --> 00:07:18,400
90% to a 3.24 soul. 
Then breaking news this morning,

141
00:07:18,400 --> 00:07:20,600
McDonald's and Doodles. 
We've got the information on the

142
00:07:20,600 --> 00:07:23,120
collab. 
It's starting with some doodles 

143
00:07:23,120 --> 00:07:27,480
themed McAfee holiday cups, but 
it's going much deeper into 

144
00:07:27,480 --> 00:07:31,840
studio experiences, a new album,
some digital wearables and a lot

145
00:07:31,840 --> 00:07:33,560
more. 
So huge news out of Doodles. 

146
00:07:34,360 --> 00:07:39,760
Jesus Christ dude that has a lot
going on on all fronts min coins

147
00:07:39,760 --> 00:07:44,240
this that so you absolutely love
to see that love love love love 

148
00:07:44,240 --> 00:07:46,960
love that OK lots to talk about.
Let's start with the market as 

149
00:07:46,960 --> 00:07:50,760
usual, as we always do. 
So Bitcoin Bitcoin, yes, you're 

150
00:07:50,760 --> 00:07:52,840
right. 
Yesterday new highs 83,000 

151
00:07:52,840 --> 00:07:57,400
sorry, $93,000, though, even 
$83,000 Bitcoin sounds nice, but

152
00:07:57,400 --> 00:07:58,880
not here. 
That will have everybody 

153
00:07:58,880 --> 00:08:01,280
freaking out. 
Definitely. 

154
00:08:01,440 --> 00:08:03,240
Could you imagine? 
Could you imagine if we go to 

155
00:08:03,240 --> 00:08:06,480
like 83 K? 
It's like, Oh my God, no, it's 

156
00:08:06,520 --> 00:08:08,400
over. 
Oh my God. 

157
00:08:08,400 --> 00:08:10,480
So look at this. 
I mean Tyler, there's some this 

158
00:08:10,480 --> 00:08:13,640
is some like every single dip. 
It's like you know how you were 

159
00:08:13,640 --> 00:08:15,520
talking about meme coins right 
now, like saying like, oh, like 

160
00:08:16,000 --> 00:08:19,600
they like there's like 
everything was hot, but like you

161
00:08:19,600 --> 00:08:21,800
have so many chance of buying 
the same memes over and over 

162
00:08:21,800 --> 00:08:23,040
again. 
You could technically intraday 

163
00:08:23,040 --> 00:08:25,760
trade these most of the the top 
memes and like make a good 

164
00:08:25,760 --> 00:08:29,960
return like 2030% are fine. 
But anyways, Bitcoin 89.5 little

165
00:08:29,960 --> 00:08:32,840
balance but looks like we're 
being bid up to 90K again. 

166
00:08:34,760 --> 00:08:38,919
Yeah, I don't, I don't have the 
read on this right now. 

167
00:08:39,080 --> 00:08:41,120
So like in the back of my mind I
still have the code between 

168
00:08:41,159 --> 00:08:44,400
where where he said 80 to 100K 
is the tough road and then 100. 

169
00:08:44,400 --> 00:08:45,480
I think this is it happening 
right? 

170
00:08:46,640 --> 00:08:49,840
So like so in my mind, like I'm 
not going to be surprised if we 

171
00:08:49,840 --> 00:08:55,080
chop over the the next month and
a half and and we get into the 

172
00:08:55,080 --> 00:08:57,800
the 90s closer to 100K by 
Christmas time. 

173
00:08:58,240 --> 00:09:02,600
Maybe buy Bitcoin for Christmas.
You know, as of yesterday 

174
00:09:02,600 --> 00:09:05,600
morning, it looks like we were 
just going to speed run to 100, 

175
00:09:05,680 --> 00:09:08,880
right? 
We got humbled real quick there.

176
00:09:10,320 --> 00:09:13,080
Which also wouldn't surprise me.
So none of the outcomes here 

177
00:09:13,080 --> 00:09:18,240
would surprise me. 
I just think just the potential 

178
00:09:18,240 --> 00:09:21,000
that again, the US could be 
buying Bitcoin for strategic 

179
00:09:21,000 --> 00:09:24,000
Bitcoin Reserve is enough that 
you have to buy any dip. 

180
00:09:24,600 --> 00:09:27,760
I think if you're on the 
sidelines or waiting for an 

181
00:09:27,760 --> 00:09:29,720
entry. 
Very interestingly, I sent you 

182
00:09:29,720 --> 00:09:33,120
the tweet from Nate Durassi. 
He just shared this a few 

183
00:09:33,120 --> 00:09:36,720
minutes ahead of our show. 
He says his hot take is he 

184
00:09:36,720 --> 00:09:40,720
thinks Vanguard is going to 
capitulate in and include the 

185
00:09:41,080 --> 00:09:45,920
ETFs for their users and 
investors, which I think they 

186
00:09:45,920 --> 00:09:50,280
are like the lone major asset 
manager who hasn't who has 

187
00:09:50,280 --> 00:09:54,200
blocked crypto so far. 
Like I personally, my 401K is in

188
00:09:54,200 --> 00:09:56,880
Vanguard, so I don't have access
to any crypto products. 

189
00:09:57,320 --> 00:09:59,160
And I can tell you right right 
now, like the second that goes 

190
00:09:59,160 --> 00:10:01,920
live, I would, I would. 
That's why, because I was like, 

191
00:10:01,920 --> 00:10:03,360
why don't you meant to front run
that movable? 

192
00:10:03,360 --> 00:10:06,760
You can't even if you wanted to 
because they're like they've 

193
00:10:06,760 --> 00:10:10,840
blocked every single, every 
single like ETF, right? 

194
00:10:10,840 --> 00:10:12,880
Like you can't buy it at all. 
Yeah, there's no way you can. 

195
00:10:12,920 --> 00:10:17,680
Also crypto stocks, right? 
Yeah, I haven't like dug into 

196
00:10:17,680 --> 00:10:19,800
all of that. 
I'm assuming those are probably 

197
00:10:19,800 --> 00:10:22,160
blocked as well. 
I'm pretty sure it was a thing 

198
00:10:22,160 --> 00:10:24,440
where they had bought like 
MicroStrategy and stuff like 

199
00:10:24,440 --> 00:10:28,640
that. 
If I, if I recall, if I recall, 

200
00:10:28,640 --> 00:10:32,920
I'm not, I don't, I don't I 
this, this info may not be right

201
00:10:32,920 --> 00:10:35,480
or not, but if I recall, there 
was also something on that front

202
00:10:35,480 --> 00:10:37,480
that was shared and nature Rossi
said, I mean, let's pull up the 

203
00:10:37,480 --> 00:10:39,400
tweet here. 
It's a pretty big prediction. 

204
00:10:39,400 --> 00:10:43,000
Nature Rossi, out of all of the 
ETF folks, like he's been kind 

205
00:10:43,000 --> 00:10:45,920
of like the most like like on 
point. 

206
00:10:45,920 --> 00:10:49,080
I find when he makes calls and 
stuff like he's very like he's 

207
00:10:49,080 --> 00:10:54,720
very like calculated, right? 
So let's find it. 

208
00:10:54,800 --> 00:10:58,560
Hold on, what did you it? 
Was unless it was it was from 

209
00:10:58,560 --> 00:10:59,320
the smart. 
There it is. 

210
00:11:00,000 --> 00:11:01,640
Yeah, there it is. 
Yeah, there it is. 

211
00:11:01,640 --> 00:11:04,840
Prediction Vanguard capitulates 
and allows spot BTC and ETF 

212
00:11:04,840 --> 00:11:06,760
access on their brokerage 
platform. 

213
00:11:08,000 --> 00:11:10,680
Interesting. 
I, I, I mean, what do you guys 

214
00:11:10,680 --> 00:11:11,600
think? 
In the audience? 

215
00:11:11,600 --> 00:11:14,440
Yes, no comment below or if 
you're on the spaces. 

216
00:11:14,440 --> 00:11:15,360
Thumbs up. 
Thumbs down. 

217
00:11:15,360 --> 00:11:19,560
Do you think, do you think, do 
you think that, you know, 

218
00:11:19,560 --> 00:11:22,600
there's going to be a, there's 
going to be a, a Vanguard, you 

219
00:11:22,600 --> 00:11:24,120
know, ETF? 
What do you think, Tyler? 

220
00:11:24,120 --> 00:11:26,920
I I like the prediction. 
Well, so they're changing CEOs 

221
00:11:27,760 --> 00:11:31,120
and I mean. 
CEO wasn't too pro, right? 

222
00:11:32,600 --> 00:11:34,040
Yeah, I had. 
I had to look back at it. 

223
00:11:34,200 --> 00:11:40,240
But I guess at this point, like,
how do you justify to your 

224
00:11:40,240 --> 00:11:43,440
board, to your shareholders that
that you're going to block this 

225
00:11:43,600 --> 00:11:46,760
when everyone else is allowing 
it and you see just the massive 

226
00:11:46,760 --> 00:11:48,880
volumes, you see the massive 
fees. 

227
00:11:49,280 --> 00:11:52,320
Like what, what's your rationale
if you're Vanguard? 

228
00:11:52,520 --> 00:11:58,040
Like it's pretty hard to come up
with one for for me, especially 

229
00:11:58,280 --> 00:12:02,200
with the the United States 
starting to form a Bitcoin 

230
00:12:02,200 --> 00:12:04,440
strategic reserve potentially on
the horizon. 

231
00:12:04,480 --> 00:12:07,760
So I don't know, I feel like the
case to block it feels much 

232
00:12:07,760 --> 00:12:10,440
weaker than the case to just 
allow it and let investors 

233
00:12:10,440 --> 00:12:13,200
choose what they want to do, 
right. 

234
00:12:13,400 --> 00:12:17,800
And again, the impact of this is
just the infinite swap. 

235
00:12:18,840 --> 00:12:20,720
And I think we started talking 
about this like a year ago, 

236
00:12:20,840 --> 00:12:22,680
right? 
But that's the big unlock for 

237
00:12:22,680 --> 00:12:25,720
these ETFs is that when people 
are making their monthly 

238
00:12:25,720 --> 00:12:29,200
deposits or bi weekly deposits 
into their four O 1 KS, they're 

239
00:12:29,440 --> 00:12:32,960
going to start allocating 3 to 
5% or 10% or whatever the number

240
00:12:32,960 --> 00:12:37,040
is every other week, every month
into their four O 1 KS. 

241
00:12:37,040 --> 00:12:39,800
And it's literally going to be 
an infinite bid on this. 

242
00:12:40,560 --> 00:12:46,200
And it's hard to price that in. 
Yeah, yeah. 

243
00:12:46,240 --> 00:12:49,840
I think at some point, like I 
think this is the type of thing 

244
00:12:49,840 --> 00:12:52,760
that gets so big that if they 
ignore it, I feel slowly people 

245
00:12:52,760 --> 00:12:55,800
are going to get away from them.
Like I feel like you already 

246
00:12:55,800 --> 00:12:57,440
have all these. 
Like imagine all the people that

247
00:12:57,440 --> 00:12:59,720
in the 41K is like you have your
41K for with them. 

248
00:12:59,720 --> 00:13:01,280
You said right? 
So I'm assuming a lot of people 

249
00:13:01,280 --> 00:13:02,720
do as well. 
Aren't they the biggest? 

250
00:13:04,520 --> 00:13:06,000
They're the biggest right asset 
manager that's. 

251
00:13:06,080 --> 00:13:07,160
Huge. 
I'd have to look at the 

252
00:13:07,160 --> 00:13:10,520
rankings, but. 
Yeah, rankings of top asset 

253
00:13:10,520 --> 00:13:12,080
managers. 
But I'm assuming at some point 

254
00:13:12,080 --> 00:13:14,560
people will be like, yo, like 
I'm trying to buy this Bitcoin 

255
00:13:14,560 --> 00:13:16,760
thing that I keep seeing on TV. 
You guys won't let me. 

256
00:13:16,760 --> 00:13:19,880
Like, you know, they're going to
look at Fidelity or they're 

257
00:13:19,880 --> 00:13:21,680
going to look at. 
Yeah, exactly like people are 

258
00:13:21,680 --> 00:13:25,840
saying, like Vanguard's going 
to, you know, you know, lose 

259
00:13:25,840 --> 00:13:27,000
customers. 
Yeah. 

260
00:13:27,080 --> 00:13:27,560
Yeah. 
So no. 

261
00:13:27,560 --> 00:13:30,480
So Black Ark is number 1. 
I don't know how big. 

262
00:13:30,760 --> 00:13:32,640
How big is Vanguard, though? 
Vanguard's like a really 

263
00:13:32,640 --> 00:13:35,360
important one, no? 
They're huge. 

264
00:13:35,360 --> 00:13:38,800
I'll have to pull up the. 
Like where do you I'm trying to,

265
00:13:40,040 --> 00:13:42,800
I can't find them the top asset 
managers because I guess they 

266
00:13:42,800 --> 00:13:46,120
don't count, huh? 
I don't know. 

267
00:13:46,680 --> 00:13:49,040
Interesting. 
Oh, Vanguard's number 2 after 

268
00:13:49,040 --> 00:13:51,360
BlackRock 8. 
Trillion under management. 

269
00:13:51,360 --> 00:13:53,720
That was in 2022, so certainly 
even more than that now. 

270
00:13:54,080 --> 00:13:56,560
Yeah. 
So this was, yeah, I don't know 

271
00:13:56,560 --> 00:14:01,240
when this is from, but that's, 
you know, it looks like Vanguard

272
00:14:01,240 --> 00:14:05,280
was number 2 here. 
So you're looking at BlackRock, 

273
00:14:05,280 --> 00:14:10,000
followed by Vanguard, Fidelity 
Capital Group and money Invesco,

274
00:14:10,000 --> 00:14:12,720
etcetera. 
So it Vanguard's big because 

275
00:14:12,720 --> 00:14:14,840
they're big in NA, right? 
Like they're big in the US, Like

276
00:14:14,840 --> 00:14:16,280
it's like a it's a large 
portion. 

277
00:14:16,280 --> 00:14:18,080
I think this is the type of 
thing that will like really 

278
00:14:18,760 --> 00:14:20,720
bring a lot of, bring a lot of 
traffic. 

279
00:14:20,720 --> 00:14:22,720
So yeah, Fidelity is already in.
So Fidelity has actually been 

280
00:14:22,720 --> 00:14:25,360
Max being Ethereum on that 
point. 

281
00:14:25,560 --> 00:14:29,520
It doesn't reflect the price 
action it seems, but Fidelity 

282
00:14:29,520 --> 00:14:31,720
actually bought another $100 
million worth of, of Ethereum 

283
00:14:31,720 --> 00:14:33,440
yesterday. 
Ty, Let's go look at our, our, 

284
00:14:33,440 --> 00:14:35,680
our inflows actually, while 
we're at it, since we're going 

285
00:14:35,680 --> 00:14:38,760
to talk about the market here 
quickly, but theorem inflows. 

286
00:14:38,760 --> 00:14:43,360
So Bitcoin inflows yesterday 
were $510 million into the ETF. 

287
00:14:43,360 --> 00:14:47,640
So good day, mostly led by FBTC.
So I'm pretty sure that what 

288
00:14:47,640 --> 00:14:50,440
that's Fidelity and Ibid, 2:30. 
So you know, Fidelity and 

289
00:14:50,440 --> 00:14:52,120
BlackRock putting in the work 
here. 

290
00:14:52,120 --> 00:14:54,880
And Ethereum was actually $150 
million a day. 

291
00:14:54,880 --> 00:14:59,640
It was bigger than the 12th than
the day before that with 100 mil

292
00:14:59,720 --> 00:15:02,640
from Fidelity. 
So Fidelity was really like the 

293
00:15:02,640 --> 00:15:06,120
big the big buyer of Bitcoin 
yesterday. 

294
00:15:06,120 --> 00:15:09,320
BlackRock come in at 35,000,000.
So what does Fidelity know? 

295
00:15:11,680 --> 00:15:13,680
Fidelity likes to eat. 
That's that's a fact. 

296
00:15:14,000 --> 00:15:16,560
I. 
So why is the number not going 

297
00:15:16,560 --> 00:15:19,320
up? 
This is a good question that I 

298
00:15:19,320 --> 00:15:25,200
asked myself yesterday because 
also Frankel Templeton likes 

299
00:15:25,320 --> 00:15:27,360
them even more. 
A coin. 

300
00:15:27,360 --> 00:15:29,280
There was a, there was coin 
that's reported this morning 

301
00:15:29,280 --> 00:15:32,640
that Frank and Templeton expands
$410 million money market on 

302
00:15:32,640 --> 00:15:34,440
Twitter and blockchain. 
So it's like catalyst on 

303
00:15:34,440 --> 00:15:37,120
catalyst. 
Funny enough, Tyler, I have a 

304
00:15:37,120 --> 00:15:39,440
tweet out of all tweets that 
went viral yesterday. 

305
00:15:40,440 --> 00:15:43,920
And now let me show you, you 
probably seen it, but I tweeted 

306
00:15:43,920 --> 00:15:50,280
like a madman yesterday. 
So now what's going on that 

307
00:15:50,280 --> 00:15:53,040
people say that I'm a serial 
maxi and that all my money is an

308
00:15:53,160 --> 00:15:55,760
ETH so I get all these like you 
missed the pump. 

309
00:15:55,760 --> 00:15:59,360
No motherfucker, I sold all of 
my ETH for Solana last year in 

310
00:15:59,360 --> 00:16:02,120
November. 
Actually I closed every single 

311
00:16:02,120 --> 00:16:05,320
Solana ETH long yesterday 32 
hundreds because I was tired of 

312
00:16:05,320 --> 00:16:07,080
holding it. 
So I actually have zero ETH 

313
00:16:07,080 --> 00:16:09,960
besides pep and mog because 
that's what ETH is used for. 

314
00:16:09,960 --> 00:16:11,440
But I was long ETH that's why I 
was tweeting that. 

315
00:16:11,440 --> 00:16:14,040
So I said generally don't 
understand how ETH is all 

316
00:16:14,040 --> 00:16:16,760
trading above 3500 here and 
starting to feel like I'm wrong,

317
00:16:16,760 --> 00:16:19,680
but I refuse to be wrong 200,000
views on this Tyler. 

318
00:16:20,040 --> 00:16:23,120
I I didn't like and you should 
see all the fucking code tweets 

319
00:16:23,120 --> 00:16:27,920
on that like oh, it's your maxi 
coping like this type of stuff. 

320
00:16:29,600 --> 00:16:32,840
So why is it not pumping Tyler? 
Yeah, I, I wish I had the 

321
00:16:32,840 --> 00:16:36,480
answer. 
I, I think the, the primary bull

322
00:16:36,480 --> 00:16:39,840
case that we've had the last 
week for ETH is that it was the 

323
00:16:39,840 --> 00:16:43,240
catch up trade, the ETF inflows 
were were coming and we're 

324
00:16:43,240 --> 00:16:45,160
seeing the inflows. 
It's not being reflected in the 

325
00:16:45,160 --> 00:16:46,760
price. 
I still think that thesis makes 

326
00:16:46,760 --> 00:16:49,720
some sense, but I see Darren out
out there listening. 

327
00:16:50,080 --> 00:16:52,440
He's one of the highest single 
folks I follow and he posted an 

328
00:16:52,440 --> 00:16:55,000
interesting tweet the other day.
He actually said what if the ETH

329
00:16:55,000 --> 00:16:57,520
all time high, is it already 
like are you? 

330
00:16:57,720 --> 00:17:01,160
I mean never get back ETH never 
since at the all time high. 

331
00:17:01,160 --> 00:17:02,600
Are you prepared for that 
scenario? 

332
00:17:02,840 --> 00:17:05,400
Darren called for the top of the
cycle like six months ago. 

333
00:17:06,560 --> 00:17:09,640
Yeah, he, he nailed the top. 
He sold all his rooms at the top

334
00:17:09,720 --> 00:17:12,240
while I was arguing with him 
that it was just a local top. 

335
00:17:12,319 --> 00:17:14,640
I. 
Don't know I. 

336
00:17:15,040 --> 00:17:17,839
I 80%. 
I don't know, I don't know it's 

337
00:17:17,839 --> 00:17:19,599
it's hard for me to agree with 
that, even though I don't have 

338
00:17:19,599 --> 00:17:21,720
it like that. 
I'm not, you know, big in the 

339
00:17:22,319 --> 00:17:25,319
ETH ecosystem, but ETH is 
definitely trading low here. 

340
00:17:25,319 --> 00:17:27,720
I think one of the good cakes on
on the best takes that I've 

341
00:17:27,720 --> 00:17:30,880
heard on that front was that ETH
always goes second. 

342
00:17:31,160 --> 00:17:33,240
So it's always like a Bitcoin 
LED like the beginning of a 

343
00:17:33,240 --> 00:17:34,600
cycle. 
Then ETH goes. 

344
00:17:34,600 --> 00:17:37,640
So if you remember last cycle, 
he's actually aggressively 

345
00:17:37,640 --> 00:17:42,280
repriced from the few $100 thing
was $800 to $4800. 

346
00:17:42,280 --> 00:17:47,520
So it it it always like so 
that's what I've this is what I 

347
00:17:47,680 --> 00:17:50,520
I picked up from the tweet going
viral Tyler education. 

348
00:17:50,960 --> 00:17:53,840
So if you want the answers to 
that question, I guess I I guess

349
00:17:53,840 --> 00:17:58,800
I kind of like outsourced the 
question and got our answers in 

350
00:17:58,880 --> 00:18:00,160
in that front. 
Hold on. 

351
00:18:00,360 --> 00:18:03,320
Yeah, go to shiny request this 
this is a rare one. 

352
00:18:03,320 --> 00:18:04,840
Let me just let me just figure 
this one out. 

353
00:18:04,840 --> 00:18:06,720
Let me just let me just ask 
what's shiny here. 

354
00:18:06,920 --> 00:18:10,640
What up shiny? 
Hello. 

355
00:18:11,280 --> 00:18:13,320
Can you hear me? 
Nope. 

356
00:18:13,480 --> 00:18:15,840
Check, check, check, check, 
check, check, check, check, 

357
00:18:15,840 --> 00:18:17,240
check. 
Let me text him. 

358
00:18:19,040 --> 00:18:20,960
Does it work? 
Let me let me just text him. 

359
00:18:20,960 --> 00:18:24,240
All right, I'll, I'll remove you
shiny and then and then and then

360
00:18:24,240 --> 00:18:27,800
just just just try again. 
Try again, of course. 

361
00:18:27,800 --> 00:18:30,280
And he goes, of course. 
But yeah, I was thinking maybe 

362
00:18:30,320 --> 00:18:35,000
shiny has a has an answer to to 
why our theorem is not pumping. 

363
00:18:35,840 --> 00:18:38,840
But while we do that, Tyler, 
what else? 

364
00:18:38,840 --> 00:18:40,720
I mean, let's let's let's let's 
check in on our meme coins, 

365
00:18:40,720 --> 00:18:41,920
right? 
Like, let's talk about the big 

366
00:18:41,920 --> 00:18:43,720
news from yesterday. 
I mean, the big news from 

367
00:18:43,720 --> 00:18:48,080
yesterday was and still is 
today, if you ask me, that Pepe 

368
00:18:48,480 --> 00:18:51,760
Enwith got Coinbase listings. 
I mean, how many times have we 

369
00:18:51,760 --> 00:18:53,920
talked about this on the show 
and said, is this just imminent?

370
00:18:53,920 --> 00:18:55,280
Like, we're itching for it. 
It's gonna happen. 

371
00:18:55,280 --> 00:18:56,280
It's gonna happen. 
It's gonna happen. 

372
00:18:56,280 --> 00:18:57,360
It's gonna happen. 
What happened? 

373
00:18:58,000 --> 00:18:59,600
So Tyler, what do you make of 
all that? 

374
00:18:59,600 --> 00:19:02,640
Like this was a really big deal.
It was. 

375
00:19:02,640 --> 00:19:04,800
So I think we've got a few 
important signals this past week

376
00:19:04,800 --> 00:19:07,280
1. 
I think doge pumping as soon as 

377
00:19:07,280 --> 00:19:10,320
Bitcoin did after the Trump 
election was our ultimate signal

378
00:19:10,320 --> 00:19:12,640
that this is the main coin super
cycle. 

379
00:19:13,120 --> 00:19:16,640
We're seeing levels that we, we 
really didn't know where we were

380
00:19:16,640 --> 00:19:20,120
going to hit this this fast. 
Next we got the signal from 

381
00:19:20,120 --> 00:19:21,480
Coinbase. 
The shackles are off. 

382
00:19:21,800 --> 00:19:24,120
So within a week of the 
election, they've they've now 

383
00:19:24,120 --> 00:19:30,120
listed 2 meme coins Pepe first 
and then with immediately after 

384
00:19:30,920 --> 00:19:35,160
I actually did I, I scouts some 
additional with after the Pepe 

385
00:19:35,160 --> 00:19:38,440
listing because I thought I saw 
that last year they did Pepe and

386
00:19:38,440 --> 00:19:41,320
then a week later they did with.
So I think a lot of a lot of 

387
00:19:41,320 --> 00:19:43,960
people thought that right. 
General consensus with was next.

388
00:19:43,960 --> 00:19:45,400
I didn't think it would be that 
fast. 

389
00:19:46,480 --> 00:19:49,120
We got in with jumped all the 
way to 480, but sold off really 

390
00:19:49,120 --> 00:19:53,800
fast. 
And I've got a A and it's too 

391
00:19:53,800 --> 00:19:57,800
soon to be 100% convinced of 
this, but I'm really starting to

392
00:19:57,800 --> 00:20:01,600
wonder if unit bias. 
Matters a whole lot more to the 

393
00:20:01,600 --> 00:20:04,120
retail Robin Hood and Coinbase 
traders. 

394
00:20:04,760 --> 00:20:07,440
I perhaps that it does to the on
chain traders. 

395
00:20:07,760 --> 00:20:09,880
I saw that narrative. 
Yeah, I saw. 

396
00:20:09,880 --> 00:20:12,400
I saw OV push that narrative. 
Shiny, let's try you again. 

397
00:20:12,400 --> 00:20:14,480
What do you think of all that? 
You've been in Pepe with me 

398
00:20:14,480 --> 00:20:16,120
since a while. 
Hello. 

399
00:20:16,160 --> 00:20:18,640
Hello Shiny. 
This is shiny, can you hear me? 

400
00:20:18,800 --> 00:20:20,840
Oh my God, we must be really 
back right now. 

401
00:20:22,440 --> 00:20:23,440
Holy. 
Shit. 

402
00:20:24,920 --> 00:20:28,200
We we we never left for a well, 
actually, I I did. 

403
00:20:28,200 --> 00:20:31,280
You didn't. 
It's it's great to be here. 

404
00:20:31,280 --> 00:20:33,560
I just wanted I saw in this room
going. 

405
00:20:33,960 --> 00:20:37,000
I wanted to say hi. 
I wanted to send my love to you.

406
00:20:37,000 --> 00:20:39,440
I mean, you've been going every 
single day. 

407
00:20:39,440 --> 00:20:42,720
You talk to the fucking 
president when I was gone and it

408
00:20:42,720 --> 00:20:45,280
was incredible all, all the 
moves you've been doing. 

409
00:20:46,400 --> 00:20:49,760
I'm just very proud of you and 
all the accomplishments you've 

410
00:20:49,800 --> 00:20:51,680
made over the last couple of 
years. 

411
00:20:52,000 --> 00:20:56,920
And I always say bears are for 
building and bulls are for are 

412
00:20:56,920 --> 00:21:00,480
for showing what you've built. 
And now we have this opportunity

413
00:21:00,480 --> 00:21:04,320
in front of us. 
The meta is changing and the 

414
00:21:04,320 --> 00:21:07,840
outside world is coming back in.
And So what are you going to 

415
00:21:07,840 --> 00:21:09,720
share with them? 
How are you going to approach 

416
00:21:09,720 --> 00:21:11,960
them? 
And I think actually this logic 

417
00:21:11,960 --> 00:21:14,200
is why ETH has been falling 
behind. 

418
00:21:14,480 --> 00:21:17,720
The meta of ETH to the public 
has not really changed that 

419
00:21:17,720 --> 00:21:19,080
much. 
You know, it has Salon has 

420
00:21:19,080 --> 00:21:22,200
changed a hell of a lot there. 
You have a lot of coins that 

421
00:21:22,200 --> 00:21:25,160
have new excitement, that have 
new memes, that have new ways to

422
00:21:25,160 --> 00:21:28,360
interact with them. 
ETH still has its old tricks, 

423
00:21:28,360 --> 00:21:31,160
you know, and I think that I 
think that E builders were on a 

424
00:21:31,160 --> 00:21:34,400
different timeline. 
I, I, I think that we'll see a 

425
00:21:34,400 --> 00:21:37,520
lot of projects launch over the 
next year, 2 years. 

426
00:21:37,520 --> 00:21:40,040
The east builders have been 
working on because, you know, 

427
00:21:40,040 --> 00:21:43,440
they weren't so concerned. 
They've been building for 8-9, 

428
00:21:43,440 --> 00:21:46,400
ten years already almost. 
And so they're on their own 

429
00:21:46,400 --> 00:21:48,360
timeline. 
They, they didn't realize, oh, 

430
00:21:48,360 --> 00:21:49,560
there's going to be this bull 
here. 

431
00:21:49,720 --> 00:21:52,200
But when you have a new chain 
and when you have a new project 

432
00:21:52,200 --> 00:21:54,760
coming up and you want to 
actually have your voice be 

433
00:21:54,760 --> 00:21:57,720
heard, you're rushing to, to 
build and it just so happens 

434
00:21:57,720 --> 00:21:59,600
that rush coincided with this 
new bull. 

435
00:21:59,920 --> 00:22:02,200
And so now people are coming in 
and they're saying, oh, there's 

436
00:22:02,200 --> 00:22:04,720
all these new things. 
They're just not really on ETH. 

437
00:22:04,840 --> 00:22:08,320
Maybe it'll, maybe the, the 
narrative will go back to ETH. 

438
00:22:08,640 --> 00:22:11,400
I'm not sure yet. 
That's my two cents. 

439
00:22:11,400 --> 00:22:15,600
But All in all, I'm very excited
to see new people coming into 

440
00:22:15,600 --> 00:22:18,120
crypto, new ways for those 
people to interact. 

441
00:22:18,640 --> 00:22:22,240
I'm excited to be, to be back 
here and can't wait to share 

442
00:22:22,240 --> 00:22:25,160
more conversations Again, I, I 
think you've been doing an 

443
00:22:25,160 --> 00:22:27,200
incredible job. 
It's great to see you and the 

444
00:22:27,200 --> 00:22:29,720
whole room here and that's it 
shining out. 

445
00:22:29,720 --> 00:22:30,720
Much love all. 
Right. 

446
00:22:30,720 --> 00:22:32,360
Much love, Shiny. 
Appreciate you brother. 

447
00:22:33,320 --> 00:22:35,680
I think he raises, he raises an 
interesting point, right? 

448
00:22:35,840 --> 00:22:38,600
And it's kind of like a counter 
to to your thought that, you 

449
00:22:38,600 --> 00:22:40,320
know, ETH always follows 
Bitcoin. 

450
00:22:40,320 --> 00:22:42,360
That's the. 
One is the one that follows. 

451
00:22:43,280 --> 00:22:45,680
The cycle's different, like why 
does it have to follow the exact

452
00:22:45,680 --> 00:22:47,720
same rules? 
So I think if your whole logic 

453
00:22:47,920 --> 00:22:50,240
on Ethereum pumping is because 
it always has, that's the. 

454
00:22:50,480 --> 00:22:52,520
Bad logic. 
Yeah, you need a little bit more

455
00:22:52,520 --> 00:22:53,920
than that and I think there is 
more. 

456
00:22:53,920 --> 00:22:56,920
So like there's still, you know,
all the builders or majority of 

457
00:22:56,920 --> 00:23:00,440
the builders are still on ETH 
organization, all of that, but 

458
00:23:00,440 --> 00:23:03,840
it's not as exciting. 
It's ETH plus it's ETH meaning 

459
00:23:03,840 --> 00:23:07,200
if you're eco like when you and 
I talk ETH builders, we talk if 

460
00:23:07,200 --> 00:23:15,080
you're like L1L2 L 345678 but 
you know, I think I think that's

461
00:23:15,080 --> 00:23:16,120
what we mentioned. 
You're right, you're right, 

462
00:23:16,120 --> 00:23:18,800
you're absolutely right. 
I mean thankfully I I had a 

463
00:23:18,800 --> 00:23:21,320
hunch and I was like fuck it. 
I'm I'm, I'm going to come back 

464
00:23:21,320 --> 00:23:25,600
to it later because I'd be down 
a lot right now Tyler a lot. 

465
00:23:26,160 --> 00:23:31,000
So thankfully we, we, we, we, we
decided to, we decided to take a

466
00:23:31,000 --> 00:23:33,360
tiny, tiny, tiny baby owl and 
just move on. 

467
00:23:34,040 --> 00:23:36,040
And what I did yesterday is I 
ended up selling all the ETH 

468
00:23:36,040 --> 00:23:39,080
longs I shoved into with and 
then 30 minutes later got 

469
00:23:39,080 --> 00:23:43,240
listed. 
That was euphoric. 

470
00:23:43,440 --> 00:23:45,600
That was one of those moments, 
Tyler in the bull market where 

471
00:23:45,600 --> 00:23:47,240
you I got off my chair. 
I just screamed. 

472
00:23:48,400 --> 00:23:50,200
I, I was worried my neighbors 
would have been like, what the 

473
00:23:50,200 --> 00:23:51,360
fuck is going on in this 
household? 

474
00:23:51,360 --> 00:23:53,000
But yeah, that was, it was one 
of those days. 

475
00:23:53,880 --> 00:23:56,640
I still believe though, like I, 
I think, I think like we got to 

476
00:23:56,640 --> 00:23:59,200
respect the pump and I think 
that at some point the pump will

477
00:23:59,200 --> 00:24:01,720
come to Ethereum and there will 
be an aggressive thousand like I

478
00:24:01,720 --> 00:24:03,840
do within Chrys $1000, like 20% 
candle. 

479
00:24:03,840 --> 00:24:07,120
I'll break the cycle high and I 
will try to like time that at 

480
00:24:07,120 --> 00:24:10,120
some point, but I'm not going to
like wait when there's like, I 

481
00:24:10,840 --> 00:24:14,840
don't know, Lucy to name one bag
holder, just saying like I'd 

482
00:24:14,840 --> 00:24:18,440
rather cash or for example, I 
actually, I actually bought a 

483
00:24:18,440 --> 00:24:20,600
bunch of Pepe that I've decided 
to put in a wallet. 

484
00:24:20,600 --> 00:24:23,120
I'm not looking until Basil or 
until Christmas because I think,

485
00:24:23,160 --> 00:24:25,160
OK, well, now it's on there. 
It's doing insane volumes that 

486
00:24:25,160 --> 00:24:27,040
just that you mentioned and and 
that. 

487
00:24:27,040 --> 00:24:28,000
So let's actually go back to 
that. 

488
00:24:28,000 --> 00:24:30,000
Let's talk about these volumes. 
Do you have, do you have the 

489
00:24:30,000 --> 00:24:33,000
volume stats? 
I, I think Ovie posted some, but

490
00:24:33,000 --> 00:24:35,920
that's those are tough to I, I 
don't like this as a reflection 

491
00:24:35,920 --> 00:24:38,880
of the market on Coinbase 
because Whiff was was listed for

492
00:24:38,880 --> 00:24:42,600
trading at 3:30 PM Eastern Time 
on Wednesday. 

493
00:24:43,640 --> 00:24:47,080
Sure, so Whiff had less time. 
Also wasn't on Robin Hood. 

494
00:24:47,120 --> 00:24:50,800
So Robin Hood had Pepe. 
But I mean Pepe put up massive 

495
00:24:50,800 --> 00:24:52,600
numbers. 
It was 22 billion when I woke up

496
00:24:52,600 --> 00:24:54,160
this morning. 
The numbers are different now 

497
00:24:54,160 --> 00:24:57,840
because of it's a different 24 
hour cycle. 

498
00:24:57,840 --> 00:25:00,280
That was probably right when 
Coinbase listed it and Robin had

499
00:25:00,280 --> 00:25:05,160
listened it and whatnot, but it 
flipped doge and it jumped 60% 

500
00:25:05,280 --> 00:25:06,720
on the day. 
I just a massive move. 

501
00:25:06,720 --> 00:25:08,880
So you just talked about 20% 
candle on ETH being like a 

502
00:25:08,880 --> 00:25:12,000
euphoric God candle. 
Well, we, we, we have memes 

503
00:25:12,080 --> 00:25:15,600
printing those candles much more
regularly right now. 

504
00:25:15,840 --> 00:25:18,360
So people are going to go 
downstream. 

505
00:25:18,400 --> 00:25:20,480
I think everyone's already 
wondering what's next. 

506
00:25:20,480 --> 00:25:23,360
A lot of folks think that's MOG,
right? 

507
00:25:23,760 --> 00:25:26,200
And I mean, Pepe caught huge 
action. 

508
00:25:26,760 --> 00:25:29,000
It ran up to 10 billion. 
It's down a bit. 

509
00:25:29,000 --> 00:25:30,960
So I'm seeing an 8.6 billion 
now. 

510
00:25:31,480 --> 00:25:33,520
Eight point, yeah. 8 point, 
yeah, around there. 

511
00:25:33,920 --> 00:25:37,360
MOG is MOG hit a billion. 
It bounced off of it. 

512
00:25:37,360 --> 00:25:40,240
I think it's at what, like 900? 
That was nice. 

513
00:25:40,520 --> 00:25:43,640
I was very happy to do that. 
I didn't sell any of it here. 

514
00:25:43,680 --> 00:25:45,280
I think I have a good coin 
there. 

515
00:25:45,280 --> 00:25:47,800
But yeah, I hit hit a billion. 
Classic double. 

516
00:25:47,800 --> 00:25:51,160
It's the third time, second time
we hit a billion and just, you 

517
00:25:51,160 --> 00:25:52,480
know. 
It's almost the cup and handle 

518
00:25:52,480 --> 00:25:55,000
breakout, but maybe, maybe it's 
going to handle again. 

519
00:25:55,240 --> 00:25:57,480
We're not going to fade that 
one, right Tyler, Like we're not

520
00:25:57,480 --> 00:26:00,120
fading like cup and our our 
little cup and handles, right. 

521
00:26:01,200 --> 00:26:02,520
It's cup and handle season, 
folks. 

522
00:26:02,800 --> 00:26:04,520
It's cup and handle season over 
here, bro. 

523
00:26:04,520 --> 00:26:06,280
Tyler and I are like all over 
those right now. 

524
00:26:06,640 --> 00:26:09,720
We're just. 
Looking we're logs so closely, 

525
00:26:09,720 --> 00:26:11,880
so it's turning basically at 
12:50 Pepe right now 10. 

526
00:26:12,280 --> 00:26:13,000
To one Pepe. 
Yeah, it. 

527
00:26:13,400 --> 00:26:17,400
Feels low for. 
Me, I like yeah, it does. 

528
00:26:17,480 --> 00:26:20,720
I like Marga like maybe 8 to one
between 8:00 to 1:00 to 5:00 to 

529
00:26:20,720 --> 00:26:23,960
1:00 Pepe, but it's too hard to 
gouge that one like that. 

530
00:26:24,240 --> 00:26:25,880
I just don't a theorem. 
I just don't know what else 

531
00:26:25,880 --> 00:26:30,720
you're buying the OGE for sure. 
Obviously, maybe that's shrub 

532
00:26:30,720 --> 00:26:32,840
one that went crazy, right. 
I don't have any of it. 

533
00:26:33,080 --> 00:26:36,880
But you know, there's there's 
very few things that have been 

534
00:26:36,880 --> 00:26:39,320
built up for like, I mean, look 
at this, like very few coins 

535
00:26:39,320 --> 00:26:41,800
look like this where like there 
was a year of consolidation and 

536
00:26:41,800 --> 00:26:47,480
cult building until this, right?
So I think this is always why 

537
00:26:47,480 --> 00:26:48,760
this is going to be my favorite 
coin. 

538
00:26:48,760 --> 00:26:51,360
I mean, it's my favorite coin is
also like 1000 X my 1st century.

539
00:26:51,840 --> 00:26:54,040
But I don't know. 
I also have a back bias for 

540
00:26:54,040 --> 00:26:55,480
community bias. 
I'm very involved. 

541
00:26:55,520 --> 00:26:56,960
I love those guys. 
I've become friends with all the

542
00:26:56,960 --> 00:26:57,960
big holders. 
Like, you know, I mean, it's 

543
00:26:57,960 --> 00:27:00,160
like it's like there's that. 
So that that's also harder for 

544
00:27:00,160 --> 00:27:02,280
me to like, I'm like, I'm 
obviously like sometimes like 

545
00:27:02,280 --> 00:27:04,280
I'd look at it differently than 
than you, for example. 

546
00:27:04,280 --> 00:27:07,040
And most people, but I like it. 
I think it's strong. 

547
00:27:07,120 --> 00:27:09,080
But there's something there too.
Like I'm not an idiot either, 

548
00:27:09,160 --> 00:27:10,400
right? 
Like I have a big position. 

549
00:27:10,400 --> 00:27:12,400
I haven't sold much yet. 
Why? 

550
00:27:12,520 --> 00:27:15,000
I think of it that way too. 
It's like, I think I'm not an 

551
00:27:15,000 --> 00:27:16,640
idiot. 
Maybe some people think, but you

552
00:27:16,640 --> 00:27:18,800
know, it's like, well, I still 
have that mock position. 

553
00:27:20,680 --> 00:27:22,800
But let me come back to the let 
me come back to the unit bias 

554
00:27:22,800 --> 00:27:24,160
just for a second. 
So I wrote it up in the 

555
00:27:24,160 --> 00:27:27,840
newsletter this morning. 
But for $100 at this morning's 

556
00:27:27,840 --> 00:27:32,160
prices, you could get 4.68 
million Pepe tokens, or you can 

557
00:27:32,160 --> 00:27:37,040
get 25 with tokens. 
Let's talk about that page. 

558
00:27:37,080 --> 00:27:38,320
Or is that in your newsletter 
only? 

559
00:27:38,640 --> 00:27:40,720
It was in the newsletter. 
I mean that that's we don't 

560
00:27:40,720 --> 00:27:42,520
necessarily need to pull up. 
Those are the numbers. 

561
00:27:42,840 --> 00:27:45,560
And the the concept is do you 
want 4 million tokens for $100 

562
00:27:45,560 --> 00:27:48,480
or do you want 25 tokens? 
And if if you're someone who 

563
00:27:48,480 --> 00:27:50,840
doesn't know anything about 
either of these memes but you 

564
00:27:50,840 --> 00:27:54,800
just want exposure, you see it 
listed, Beam coin super cycle, 

565
00:27:54,800 --> 00:27:57,280
you're probably going to go for 
the one where you get 4 million 

566
00:27:57,280 --> 00:27:58,960
tokens because what if it hits a
dollar? 

567
00:27:59,360 --> 00:28:01,720
Yeah, I mean that's what that's 
the point Ovi raised this 

568
00:28:01,720 --> 00:28:03,560
morning too right. 
He said quite a big difference 

569
00:28:03,560 --> 00:28:05,120
in volume between Pepe and whiff
here, though. 

570
00:28:05,440 --> 00:28:07,800
I'm going to wait until this 
next 24 hour cycle to like 

571
00:28:07,800 --> 00:28:11,360
really gouge the volume thingy 
right and I may even wait until 

572
00:28:11,360 --> 00:28:13,520
the weekend. 
But you know he goes am I oh 

573
00:28:13,520 --> 00:28:16,440
don't fit in bias. 
So I don't think he's wrong in 

574
00:28:16,440 --> 00:28:19,840
that sense like Dogecoin is 
still four cents right and then 

575
00:28:19,920 --> 00:28:24,400
with is $0.40 sorry, Dogecoin is
$0.40 with is $4.00. 

576
00:28:24,960 --> 00:28:28,960
That's 10 times more than $0.40.
But it's not the case in the 

577
00:28:28,960 --> 00:28:31,240
FDV. 
You know it's like the mental 

578
00:28:31,240 --> 00:28:33,720
gymnastics normally go through 
before buying some shit is like 

579
00:28:33,720 --> 00:28:38,960
crazy, right? 
It is and there's there's no and

580
00:28:38,960 --> 00:28:41,000
doge maybe doge breaks the 
example, right. 

581
00:28:41,000 --> 00:28:44,120
So it is $0.40. 
So it's it's not a great unit 

582
00:28:44,120 --> 00:28:47,280
bias. 
It was at a point in time 

583
00:28:48,080 --> 00:28:49,440
interesting. 
It's like I've seen Anson and 

584
00:28:49,440 --> 00:28:52,920
others calling for pump fund to 
change their tokenomics for what

585
00:28:53,800 --> 00:28:56,400
to do like 100, 100 times more 
tokens. 

586
00:28:56,400 --> 00:29:00,360
So right now at a billion, you 
reach a dollar to basically add 

587
00:29:00,520 --> 00:29:01,720
a couple of decimals. 
Let's. 

588
00:29:01,960 --> 00:29:03,200
See. 
In front of that. 

589
00:29:03,760 --> 00:29:05,680
OK, smart. 
I get that. 

590
00:29:05,760 --> 00:29:07,680
I get that. 
Well, listen for me, there's 

591
00:29:07,680 --> 00:29:09,680
something I said yesterday, you 
know, a lot of people saying 

592
00:29:09,680 --> 00:29:10,840
when we saw, when we saw, when 
we saw. 

593
00:29:10,880 --> 00:29:14,560
Well, I don't I, I think we, we 
haven't reached near the place 

594
00:29:14,560 --> 00:29:16,600
where you're going to. 
You should start, you know, 

595
00:29:16,600 --> 00:29:19,120
think about it then when there's
only one meme coin in the top 

596
00:29:19,120 --> 00:29:21,240
10. 
So so we'll see, we'll see where

597
00:29:21,240 --> 00:29:22,280
that goes. 
I don't know what you think 

598
00:29:22,280 --> 00:29:23,960
about that. 
But you know, Sheba is not even 

599
00:29:23,960 --> 00:29:25,840
top 10 yet. 
It's going to be probably like 

600
00:29:25,840 --> 00:29:30,640
tomorrow it's 11th, Pepe is 
15th, and then you have to go 

601
00:29:30,640 --> 00:29:35,480
all the way down to with 27. 
You know, I know you've been 

602
00:29:35,480 --> 00:29:37,120
talking about this quite a bit. 
Like what do you think? 

603
00:29:37,120 --> 00:29:39,720
At what point? 
Like do you think what even 

604
00:29:39,720 --> 00:29:41,480
Bonk, right? 
Bonk has been a big narrative 

605
00:29:41,480 --> 00:29:46,800
because it's doing Volumes 36. 
I I think it's silly to really 

606
00:29:46,800 --> 00:29:49,240
start even thinking about it. 
Yeah. 

607
00:29:49,640 --> 00:29:51,560
Like if you think there's a 
legit chance that Bitcoin runs 

608
00:29:51,560 --> 00:29:57,920
to 150K or higher, I would wait 
until closer to that. 

609
00:29:58,280 --> 00:30:01,520
Yeah, I I strongly agree with 
you. 

610
00:30:01,520 --> 00:30:03,400
OK, cool. 
So what else? 

611
00:30:03,400 --> 00:30:05,760
I mean, I think there was a big 
day yesterday for meme coins 

612
00:30:05,760 --> 00:30:08,280
right across the board, of 
obvious reasons. 

613
00:30:09,640 --> 00:30:12,160
Yeah, maybe we can pull up the 
new Elon watch list. 

614
00:30:12,480 --> 00:30:14,120
I have it you sent it in the 
chat. 

615
00:30:14,120 --> 00:30:17,920
So let's pull up pull up the new
list. 

616
00:30:17,920 --> 00:30:19,880
I love these watch lists. 
I just have them all bookmarked.

617
00:30:19,880 --> 00:30:21,320
Let me bookmark this last one 
here. 

618
00:30:21,800 --> 00:30:23,240
I checked them like a couple 
times a day. 

619
00:30:23,240 --> 00:30:25,680
It's so much easier. 
All right, we have a new for 

620
00:30:25,680 --> 00:30:27,400
those of you who are not here 
yet, we're on videos. 

621
00:30:27,400 --> 00:30:28,840
I know a lot of you are 
listening on audio. 

622
00:30:28,840 --> 00:30:31,720
So obviously we'll do we'll 
we'll, we'll, we'll we'll 

623
00:30:31,720 --> 00:30:33,200
translate in a way that you 
don't have to watch, but if 

624
00:30:33,200 --> 00:30:35,320
you're trying to watch, we're 
we're broadcasting live. 

625
00:30:35,760 --> 00:30:37,520
So here you go. 
Here's your Elon watch list. 

626
00:30:38,240 --> 00:30:42,080
Shout out to Sammy again. 
He's on the Modern market show 

627
00:30:42,080 --> 00:30:44,880
every morning. 
He put together this little 

628
00:30:44,880 --> 00:30:48,040
index and then he, he put 
$10,000 into this in like a 

629
00:30:48,040 --> 00:30:51,200
market cap weighted format. 
So he's going to be tracking 

630
00:30:51,200 --> 00:30:52,640
these. 
I, I saw his list. 

631
00:30:52,640 --> 00:30:56,560
So doge, the real doge is, is a 
part of his index. 

632
00:30:56,560 --> 00:30:59,280
I don't have it here just 
because it's not indexed, but I 

633
00:30:59,280 --> 00:31:02,800
have all the other ones. 
So peanut number one by far hit 

634
00:31:02,800 --> 00:31:06,360
$2.2 billion yesterday. 
This thing just doesn't stop 

635
00:31:06,880 --> 00:31:10,120
Doge on ETH actually down hit 
480. 

636
00:31:10,120 --> 00:31:12,160
I think around peak it's down to
340. 

637
00:31:12,160 --> 00:31:16,640
But shrub just on a massive run 
that it's shrub is someone 

638
00:31:16,640 --> 00:31:18,920
launched this token because they
launched a drone over like 

639
00:31:18,920 --> 00:31:23,640
Elon's backyard and I think they
saw like a a hedgehog carved 

640
00:31:23,640 --> 00:31:26,000
into one of his bushes or 
something like that, one of the 

641
00:31:26,000 --> 00:31:27,640
shrubs. 
So that's the story there. 

642
00:31:28,040 --> 00:31:33,280
It's got 105 hedgehog. 
Yeah, what we have to talk about

643
00:31:33,280 --> 00:31:36,920
in a hundred, 2024. 
But there's big money in this. 

644
00:31:36,920 --> 00:31:40,000
And then Banana was a big mover.
Banana ran to like 60 million 

645
00:31:40,000 --> 00:31:42,000
last night. 
It pulled back quite a bit this 

646
00:31:42,000 --> 00:31:47,440
morning then there's another 
doge on Solana as well. 

647
00:31:47,440 --> 00:31:50,040
That kind of rounds out the list
and then grok, which is just a 

648
00:31:51,320 --> 00:31:55,440
the ticker of his ex AI. 
Look at that. 

649
00:31:55,440 --> 00:31:58,000
I mean it ran up pretty high 
too. 

650
00:31:58,000 --> 00:31:58,920
Oh, this? 
That's. 

651
00:31:58,920 --> 00:32:01,640
No, that's the wrong one. 
There it is. 60 million. 

652
00:32:02,200 --> 00:32:04,880
Yeah, that on the pretty hard. 
Yeah, this is absolutely insane.

653
00:32:04,880 --> 00:32:07,520
I mean, there's so much traffic 
on these peanut. 

654
00:32:07,560 --> 00:32:13,920
I mean, look at that $2 billion.
And peanut, maybe besides boom, 

655
00:32:14,280 --> 00:32:17,080
peanut now is like the biggest 
rocket we've seen. 

656
00:32:17,240 --> 00:32:19,440
It is the it's the biggest 
rocket since Boom for sure. 

657
00:32:19,880 --> 00:32:21,680
Right. 
I saw D say the same thing I 

658
00:32:21,680 --> 00:32:25,000
think on on socials but. 
You had to hold this thing for 

659
00:32:25,000 --> 00:32:29,840
like 10 days to hit. 
All we had to do was just wait a

660
00:32:29,840 --> 00:32:32,400
couple days bro. 
Like it's like not like it's 

661
00:32:32,400 --> 00:32:34,880
insane when you think about like
the over trading is wild. 

662
00:32:35,560 --> 00:32:36,360
You know I'm. 
Trading. 

663
00:32:36,400 --> 00:32:37,960
I'm over trading. 
I'm very guilty. 

664
00:32:38,000 --> 00:32:40,800
So I bought peanut at 60 
million, sold at 110. 

665
00:32:41,080 --> 00:32:45,400
Thought it was a great trade. 
That would have been a 20X, no 

666
00:32:45,400 --> 00:32:47,160
16X. 
Dang. 

667
00:32:47,960 --> 00:32:51,120
Yeah, no more than that, yeah. 
That's a plastic though. 

668
00:32:52,840 --> 00:32:53,960
It's just part of the game, 
right? 

669
00:32:54,400 --> 00:32:55,000
It is. 
It's. 

670
00:32:55,480 --> 00:32:56,720
Part of the game. 
It's part of the game. 

671
00:32:56,720 --> 00:32:58,120
All right, so let's say you 
don't need index. 

672
00:32:58,120 --> 00:33:00,360
Let's look at our other indexes.
I mean, the index that did 

673
00:33:00,360 --> 00:33:06,640
really well yesterday was AI. 
That's the way market cap GOAT 

674
00:33:07,000 --> 00:33:08,000
ACT. 
I mean ACT is. 

675
00:33:08,000 --> 00:33:10,200
Do you think ACT just follows 
like the peanut route? 

676
00:33:10,200 --> 00:33:12,160
I think it's going to flip GOAT 
ACT. 

677
00:33:12,160 --> 00:33:13,960
Is the wild card? 
Mano tweeted out this morning. 

678
00:33:13,960 --> 00:33:15,520
I thought it was funny. 
Does anyone know what act is 

679
00:33:15,560 --> 00:33:17,120
yet? 
Like I don't have the answer to 

680
00:33:17,120 --> 00:33:18,880
that. 
Well, yeah, it's the coin of the

681
00:33:18,880 --> 00:33:21,040
original people that did Goat 
no. 

682
00:33:22,320 --> 00:33:24,680
Is that the the story here? 
I actually don't know the story 

683
00:33:24,680 --> 00:33:28,520
so I can't I can't confirm or 
deny that, but it's got the 

684
00:33:28,520 --> 00:33:29,920
Binance cabal behind it. 
I. 

685
00:33:29,960 --> 00:33:33,160
Mean Andy Not like actually 
right? 

686
00:33:34,160 --> 00:33:39,480
Like the goat dev. 
I don't maybe it well. 

687
00:33:39,600 --> 00:33:40,160
Maybe not. 
I don't. 

688
00:33:40,320 --> 00:33:42,000
I don't. 
Know that that's the story. 

689
00:33:42,000 --> 00:33:43,880
It briefly flipped goat last 
night. 

690
00:33:46,200 --> 00:33:48,000
Interesting new listing. 
OK, X now too. 

691
00:33:49,200 --> 00:33:52,560
Well, maybe we'll try to dive 
into that, get the deeper story 

692
00:33:53,000 --> 00:33:55,000
behind it. 
But I mean, if you pull up the 

693
00:33:55,000 --> 00:33:57,080
goat chart, goat looks like it's
paying a bull flag. 

694
00:33:57,240 --> 00:33:59,760
How fun. 
How dude, how hilarious is this?

695
00:34:00,000 --> 00:34:03,000
We say goat once. 
Come on, listen. 

696
00:34:03,360 --> 00:34:04,760
We say goat once. 
Hold on. 

697
00:34:05,120 --> 00:34:08,360
We say the word we I'm not even 
kidding. 

698
00:34:08,800 --> 00:34:12,280
We literally said goat once 5 
seconds ago. 

699
00:34:12,960 --> 00:34:14,840
You like, you're my witness, 
right Tyler? 

700
00:34:14,840 --> 00:34:16,239
The 3000 people listening to 
this live. 

701
00:34:16,800 --> 00:34:20,280
Yes. 
We say goat once and mando just.

702
00:34:20,320 --> 00:34:22,880
Like The Whisperer. 
He's just there. 

703
00:34:23,199 --> 00:34:24,639
He's like Duke. 
I hear it because I hear the 

704
00:34:24,639 --> 00:34:26,080
studio when someone pops in 
Studio Tyler. 

705
00:34:26,400 --> 00:34:29,639
So I heard the nice dude. 
We literally, he used the word 

706
00:34:29,639 --> 00:34:32,360
goat once on this show. 
We said, OK, let's talk AI meme 

707
00:34:32,360 --> 00:34:34,800
cones goat, goat and act. 
And then you showed up. 

708
00:34:38,679 --> 00:34:39,360
Yeah. 
Yeah. 

709
00:34:39,360 --> 00:34:41,960
No, no, we can't hear you. 
But you're looking great, Mando.

710
00:34:41,960 --> 00:34:43,480
But we can't hear you. 
But you look great. 

711
00:34:43,560 --> 00:34:45,000
You look like you look like 
you're relaxing. 

712
00:34:46,840 --> 00:34:53,120
You can't, Mando. 
It's it's fine, but I'm just 

713
00:34:53,120 --> 00:34:54,639
telling we have a guest anyways,
coming on. 

714
00:34:54,639 --> 00:34:56,080
I see you, George, in the in the
Stew. 

715
00:34:56,080 --> 00:34:57,480
So we'll go to you in in a few 
minutes. 

716
00:34:57,480 --> 00:34:59,960
In a couple minutes. 
Here, let me try Mando one more 

717
00:35:00,000 --> 00:35:02,600
time. 
We can hear you Check, check 

718
00:35:02,600 --> 00:35:03,760
1-2. 
Try on muting. 

719
00:35:05,000 --> 00:35:08,320
I'm mute on your end. 
I can hear you guys now if you 

720
00:35:08,320 --> 00:35:09,760
can hear me. 
Let's go. 

721
00:35:09,800 --> 00:35:14,280
So Mando, what is what is act? 
I asked you that once. 

722
00:35:14,280 --> 00:35:16,320
Remember back in the month 
George said that you were 

723
00:35:16,320 --> 00:35:18,720
following the account and then 
bought it because of that? 

724
00:35:20,440 --> 00:35:27,920
Yeah, 20 mil. 
So yeah, so ACT isn't really an 

725
00:35:27,960 --> 00:35:30,880
AI coin. 
Well, let's, let's put it this 

726
00:35:30,880 --> 00:35:33,560
way. 
It's not created by an agent. 

727
00:35:33,560 --> 00:35:35,720
It's not been promoted by an 
agent. 

728
00:35:36,760 --> 00:35:41,880
Act One is the name of the 
Discord server that Truth 

729
00:35:41,880 --> 00:35:44,320
Terminal was in. 
You know how Truth Terminal was 

730
00:35:44,360 --> 00:35:47,760
like was trained on two LLMS 
speaking to each other. 

731
00:35:48,680 --> 00:35:51,120
That Discord server is called 
Act One. 

732
00:35:51,480 --> 00:35:59,640
OK, so Truth of the Goat was 
created the dev of that of that 

733
00:35:59,760 --> 00:36:03,880
Discord server and I think 
somebody else as well, they 

734
00:36:03,880 --> 00:36:06,200
crew, they just created this 
coin and they called it Act one.

735
00:36:06,200 --> 00:36:08,200
And it's just an AI community 
coin. 

736
00:36:08,520 --> 00:36:12,760
There's no agent attached to it.
There's no shilling, There's no,

737
00:36:12,880 --> 00:36:15,760
there's nothing to do with it. 
It's just these guys created a 

738
00:36:15,760 --> 00:36:19,440
coin and it was because that Dev
said he was broke and he wanted 

739
00:36:19,440 --> 00:36:24,360
to make some money. 
He then promptly sold the coin. 

740
00:36:25,000 --> 00:36:28,960
Like right? 
What? 

741
00:36:29,880 --> 00:36:34,320
And then and he's like kind of 
in a fight with this community 

742
00:36:34,320 --> 00:36:35,680
now. 
Like he's like I hated 

743
00:36:35,680 --> 00:36:37,440
everything about it all this 
sort of stuff. 

744
00:36:38,160 --> 00:36:40,880
I forget if actually like they 
sent it to him or he created it,

745
00:36:40,880 --> 00:36:43,800
but in some way or another 
someone created a meme coin 

746
00:36:43,800 --> 00:36:48,080
called Act one which wasn't 
related to any AI other than it.

747
00:36:48,160 --> 00:36:50,560
It was named after the original 
discord server. 

748
00:36:51,920 --> 00:36:54,840
The dev sold his supply. 
This guy, Yeah. 

749
00:36:56,880 --> 00:37:02,320
And and then now we just have 
this coin called Act One, which 

750
00:37:02,320 --> 00:37:04,320
is named after that Discord 
server. 

751
00:37:05,880 --> 00:37:08,600
And I don't think like, I think 
like nought point nought, 

752
00:37:08,600 --> 00:37:11,600
nought, nought 1% of people know
what this thing is. 

753
00:37:11,800 --> 00:37:13,840
Right, like Tyler was saying, I 
have no clue what the fuck this 

754
00:37:13,840 --> 00:37:14,520
is. 
And I'm like, well you know 

755
00:37:14,520 --> 00:37:15,400
what? 
I actually don't have an 

756
00:37:15,400 --> 00:37:18,120
explanation either. 
I I type in act one and it's 

757
00:37:18,120 --> 00:37:21,160
just charts like. 
Very this is the person so he 

758
00:37:21,160 --> 00:37:22,560
goes. 
I've never been uncomfortable 

759
00:37:22,560 --> 00:37:25,360
with the ACT currency and they 
have always been my branding 

760
00:37:25,360 --> 00:37:28,400
without my permission. 
I distributed, burnt or sold all

761
00:37:28,400 --> 00:37:29,840
the ACT token that was given to 
me. 

762
00:37:29,840 --> 00:37:32,440
I wish to be listed on no 
further centralized exchanges 

763
00:37:32,440 --> 00:37:35,200
and OK ACTS listed this morning.
Yeah. 

764
00:37:36,000 --> 00:37:39,240
Yeah, well, like this guy needed
the money, he said. 

765
00:37:39,240 --> 00:37:43,360
So he just like sold. 
But he also, I guess he didn't 

766
00:37:43,360 --> 00:37:44,920
create the coin. 
Then I think community created 

767
00:37:44,920 --> 00:37:46,480
the coin after Goat was created,
right? 

768
00:37:46,720 --> 00:37:48,560
They were like, oh, we'll create
an act one and we'll send it to 

769
00:37:48,560 --> 00:37:51,960
this guy. 
And then he, he must have sold 

770
00:37:51,960 --> 00:37:53,440
it. 
He says he's very glad he sold 

771
00:37:53,440 --> 00:37:54,840
the coin. 
I don't think he feels that way 

772
00:37:54,840 --> 00:37:58,080
anymore today. 
Go on to the type in Act one 

773
00:37:58,080 --> 00:38:03,240
community like act one 
community. 

774
00:38:03,320 --> 00:38:06,760
Surely that's I think I I just. 
Wanted to like act capital I. 

775
00:38:08,480 --> 00:38:11,760
Just find the actual commute 
like the actual page for act one

776
00:38:14,160 --> 00:38:15,640
I think it's called. 
I got it. 

777
00:38:15,960 --> 00:38:19,760
Yeah, it said 16,000 followers. 
It's not even that big, right? 

778
00:38:20,360 --> 00:38:24,880
Scroll down. 
No past this obviously. 

779
00:38:25,680 --> 00:38:29,920
Like it's just pictures of anime
women. 

780
00:38:31,200 --> 00:38:32,960
I mean that's all crypto Bros 
like. 

781
00:38:34,360 --> 00:38:38,240
With just things being said. 
I don't really. 

782
00:38:39,320 --> 00:38:41,600
This coin, this coin flipped mug
this morning. 

783
00:38:43,000 --> 00:38:47,080
It hit a billion dollars 
basically and I it just appears 

784
00:38:47,080 --> 00:38:53,160
to be, which is an anime woman. 
It's like waifu type content 

785
00:38:53,320 --> 00:38:55,080
thingy. 
OK, I get it. 

786
00:38:55,960 --> 00:38:59,880
It's called, it's now just 
called an AI community coin. 

787
00:39:00,080 --> 00:39:01,960
OK, whatever, whatever that 
means. 

788
00:39:02,000 --> 00:39:06,560
But but there's no util. 
There's nothing going on with 

789
00:39:06,560 --> 00:39:08,400
the agents, right? 
There's no agent here. 

790
00:39:08,400 --> 00:39:09,520
There's just. 
There's no. 

791
00:39:10,440 --> 00:39:14,760
AI, Yeah. 
It's like if somebody created 

792
00:39:15,720 --> 00:39:22,240
like AI don't know, describe it 
like a like a House of faroque 

793
00:39:22,240 --> 00:39:23,600
coin. 
Yeah. 

794
00:39:23,840 --> 00:39:27,520
And sent you some of the coin 
and said, hey, this guy was 

795
00:39:27,640 --> 00:39:30,520
early in NFTS and then they've 
run it up. 

796
00:39:30,720 --> 00:39:33,960
Don't give people ideas, but if 
everyone wants to do that, I 

797
00:39:33,960 --> 00:39:37,000
will not burn them, I will keep 
them, I will not sell them, I 

798
00:39:37,000 --> 00:39:41,480
will lock them on linear vesting
and then Binance. 

799
00:39:42,000 --> 00:39:46,080
If you guys want to go ahead and
send to a billion for rogue is 

800
00:39:46,080 --> 00:39:49,360
CC0. 
That, that's basically what this

801
00:39:49,360 --> 00:39:50,760
is. 
It's like for Rogue was there at

802
00:39:50,760 --> 00:39:54,120
the start of NFTS. 
Therefore, we're going to create

803
00:39:54,120 --> 00:39:57,040
a coin called House of Farog. 
We're going to send him the coin

804
00:39:57,520 --> 00:40:02,600
and then that guy has sold the 
coin and this coin has run up to

805
00:40:02,640 --> 00:40:05,360
a billion. 
Got it All right. 

806
00:40:05,680 --> 00:40:07,720
Well, that's interesting. 
Well, there you go y'all, there 

807
00:40:07,720 --> 00:40:08,880
you go. 
Well, my friend who had 

808
00:40:08,880 --> 00:40:11,400
originally bought act one 
because Mandel followed the 

809
00:40:11,400 --> 00:40:13,000
account. 
So this guy's deep in Mandel's 

810
00:40:13,000 --> 00:40:15,920
shit, ended up selling it and 
day after it went to a billion. 

811
00:40:16,280 --> 00:40:20,560
So so he 2X he took his money 
and then they went. 

812
00:40:20,640 --> 00:40:23,080
I mean, nobody knew that, but 
but the minus thing came kind of

813
00:40:23,080 --> 00:40:25,640
came out of left like it's like 
everybody like there was no 

814
00:40:25,640 --> 00:40:26,760
reason to hold. 
Act One. 

815
00:40:26,760 --> 00:40:29,000
I have no idea why Act One got 
listed. 

816
00:40:29,440 --> 00:40:31,400
Yeah, but neither did 
18,000,000. 

817
00:40:31,440 --> 00:40:34,320
It was 18,000,000. 
I don't think anybody encrypt 

818
00:40:34,400 --> 00:40:36,080
One knows why. 
Well, we do. 

819
00:40:36,240 --> 00:40:38,760
All the AI coins right? 
Like there are other coins which

820
00:40:38,760 --> 00:40:41,000
are like they are related to an 
agent. 

821
00:40:41,000 --> 00:40:43,600
They were created by an agent 
like zero bro, for example would

822
00:40:43,600 --> 00:40:48,640
be close to that means AIAI 16Z 
like these are all like 

823
00:40:48,880 --> 00:40:51,040
ingrained in AI agents doing 
things. 

824
00:40:52,080 --> 00:40:58,040
This is this is not that. 
It's just pictures. 

825
00:40:58,680 --> 00:41:00,720
It. 
It's like we're going to create 

826
00:41:00,720 --> 00:41:05,280
an AI coin, but hold the AI, 
hold the agents, and we're just 

827
00:41:05,280 --> 00:41:11,120
going to do anime women. 
Yeah, OK, well, clearly it 

828
00:41:11,120 --> 00:41:15,720
worked. 
So clearly that went down as 

829
00:41:16,200 --> 00:41:19,720
planned for them. 
Anyways, look, I know we have a 

830
00:41:19,720 --> 00:41:23,320
lot of topics to go over, but we
do have a guest in the studio 

831
00:41:23,560 --> 00:41:26,400
from Walrus, Mr. Labs. 
I do want to make sure we get to

832
00:41:26,400 --> 00:41:28,600
our guests and maybe like we do 
the, you know, the robot spins 

833
00:41:28,600 --> 00:41:30,440
and stuff after that, of course.
So we'll get to that. 

834
00:41:30,440 --> 00:41:32,760
The code is mog. 
So if you go to raffle bots dot 

835
00:41:32,760 --> 00:41:38,080
XYZ, raffle RAFLE bots dot XYZ, 
you can go. 

836
00:41:38,320 --> 00:41:42,160
And as usual, you'll be able to 
to, you know, enter the idea. 

837
00:41:42,160 --> 00:41:44,080
Yeah, you usually have to 
retweet something for us, you 

838
00:41:44,080 --> 00:41:45,520
know, we got to get something 
out of it. 

839
00:41:46,000 --> 00:41:48,360
And then we'll pick someone at 
the end of the show, which I 

840
00:41:48,360 --> 00:41:51,600
think we'll go over today over 
time and then we'll get back to 

841
00:41:51,600 --> 00:41:53,800
you and and make sure that we 
give something away. 

842
00:41:53,800 --> 00:41:58,640
And Tyler, hold tight on these 
news because I mean, we, we may 

843
00:41:58,640 --> 00:42:00,840
have to like obviously discuss 
some of the NFC stuff and the, 

844
00:42:00,960 --> 00:42:04,520
and the, and the, and the meme 
coin stuff tomorrow, especially 

845
00:42:04,520 --> 00:42:05,840
AI. 
There was just so much going on,

846
00:42:05,840 --> 00:42:08,040
but just quickly there was a 
breaking news more on Bitcoin. 

847
00:42:08,040 --> 00:42:10,160
I'm sure we'll cover it more 
tomorrow from Ellen Terrett. 

848
00:42:10,360 --> 00:42:14,840
Just came, just came through 
actually 10 minutes ago today, 

849
00:42:14,840 --> 00:42:17,080
the Pennsylvania House of 
Representatives introduced 

850
00:42:17,080 --> 00:42:20,600
legislation that would enable 
the state to hold Bitcoin on its

851
00:42:20,600 --> 00:42:23,560
balance sheet as a reserve asset
in a broader movement to 

852
00:42:23,560 --> 00:42:25,800
recognize Bitcoin as a store of 
value. 

853
00:42:26,240 --> 00:42:29,920
Wow, yeah, why don't they get 
states battling to to build 

854
00:42:29,920 --> 00:42:33,520
bigger Bitcoin reserves before 
it gets approved by the Yeah. 

855
00:42:33,640 --> 00:42:35,920
You have states before like 
federal trying to like build 

856
00:42:35,920 --> 00:42:39,640
that Bitcoin reserve. 
So so that that happened price 

857
00:42:39,640 --> 00:42:43,320
of Bitcoin on change on that, 
but but you know, definitely 

858
00:42:43,320 --> 00:42:44,720
some people need to take some 
profits here. 

859
00:42:44,720 --> 00:42:48,440
So don't blame him at all. 
But anyways, let's get George up

860
00:42:48,440 --> 00:42:52,000
here let's get George on the 
stream there you go there you go

861
00:42:52,000 --> 00:42:53,240
there you go George, what's up 
man? 

862
00:42:53,240 --> 00:42:53,920
How you doing? 
Good morning. 

863
00:42:53,920 --> 00:42:54,800
Hey. 
Folks, how are you doing? 

864
00:42:55,760 --> 00:43:00,880
We're good, we're good now. 
Busy week for us, but busy week 

865
00:43:00,880 --> 00:43:02,680
for you guys over there and 
missed him labs. 

866
00:43:02,760 --> 00:43:06,120
Jesus, you guys are like all 
over you got to killing it. 

867
00:43:07,040 --> 00:43:09,440
We're trying, we're trying, 
we're keeping busy indeed. 

868
00:43:10,240 --> 00:43:13,160
Yeah, obviously love to 
absolutely love to see that. 

869
00:43:13,160 --> 00:43:16,400
So George, you're the you're 
you're you're you're chief 

870
00:43:16,400 --> 00:43:20,000
scientist at at Mysten labs. 
Obviously you're you're helping 

871
00:43:20,000 --> 00:43:22,440
on all things Suey network and 
and walrus here. 

872
00:43:22,440 --> 00:43:24,240
You're gonna give us a little 
introduction of yourself and 

873
00:43:24,240 --> 00:43:26,440
like what you do within the 
Mysten Labs ecosystem, even 

874
00:43:26,720 --> 00:43:30,160
explain to people what Mysten 
Labs is, because Mysten Labs is 

875
00:43:30,160 --> 00:43:32,480
like big deal here. 
Like y'all should go check the 

876
00:43:32,480 --> 00:43:34,120
website and see what's going on 
with Mysten. 

877
00:43:34,880 --> 00:43:35,520
Sure. 
Yeah. 

878
00:43:35,520 --> 00:43:39,720
So I mean the chief scientist of
Miston Labs, there are 5 Co 

879
00:43:39,720 --> 00:43:41,400
founders. 
I'm kind of like the more 

880
00:43:41,400 --> 00:43:43,400
research you want if you want, 
right. 

881
00:43:43,640 --> 00:43:46,560
My background has been in 
basically building peer-to-peer 

882
00:43:46,560 --> 00:43:49,680
systems in the broader sense 
like for 20 years now. 

883
00:43:50,920 --> 00:43:56,040
And like the other Co founders, 
I was part of the whole Libra 

884
00:43:56,040 --> 00:43:59,040
effort at at Facebook until it 
got nowhere. 

885
00:43:59,040 --> 00:44:02,360
And then we kind of jumped off 
and and started Mr. Labs. 

886
00:44:02,360 --> 00:44:05,320
And, and the whole point of Mr. 
Labs is basically saying, look, 

887
00:44:05,320 --> 00:44:08,560
you know, the Internet, 
wonderful thing, we love it, but

888
00:44:08,560 --> 00:44:13,160
it wasn't really built with the 
kind of resiliency, with the 

889
00:44:13,160 --> 00:44:18,280
kind of primitives to support 
the exchange of value and all of

890
00:44:18,280 --> 00:44:21,280
that, right? 
So what do we need to build over

891
00:44:21,280 --> 00:44:23,960
the Internet over modern 
telecommunications to be able to

892
00:44:23,960 --> 00:44:27,720
exchange value and also give 
people ownership of their assets

893
00:44:27,720 --> 00:44:31,160
and kind of be able to build 
whole application stacks that 

894
00:44:31,160 --> 00:44:34,640
are kind of decentralized and 
give people control of their 

895
00:44:34,640 --> 00:44:37,320
lives, their digital assets, 
their digital identities, 

896
00:44:37,320 --> 00:44:42,040
etcetera, right. 
So indeed, we started off if you

897
00:44:42,040 --> 00:44:45,520
want on that path by initiating 
the Swing network, which folks 

898
00:44:45,520 --> 00:44:51,240
may know here that is really 
acting as a kind of accounting 

899
00:44:51,240 --> 00:44:54,880
and coordination layer. 
It has marked contracts and all 

900
00:44:54,880 --> 00:44:58,920
of that, right? 
And you know, it's it, it works 

901
00:44:58,920 --> 00:45:00,320
fine. 
We're really happy with it. 

902
00:45:00,320 --> 00:45:03,440
We're, we're still working very 
actively on, on projects on it 

903
00:45:03,440 --> 00:45:06,840
and, and all that. 
But as, as we started basically 

904
00:45:07,120 --> 00:45:10,320
getting more interest from, from
applications, we're like, OK, 

905
00:45:10,320 --> 00:45:12,840
you know, how do you store the 
data of that application? 

906
00:45:12,840 --> 00:45:14,800
You didn't hear about the bulk 
data, right? 

907
00:45:15,200 --> 00:45:18,680
And this is what led us to 
initiate the The Walrus project 

908
00:45:18,680 --> 00:45:21,320
to actually have a decentralized
storage network as well. 

909
00:45:21,960 --> 00:45:24,520
Yeah, so as a matter of fact, 
for those of you who didn't 

910
00:45:24,520 --> 00:45:26,120
know, because you're probably 
like more of rock radio 

911
00:45:26,120 --> 00:45:28,520
listeners, but the crypt side, 
which is the other brand that we

912
00:45:28,520 --> 00:45:31,760
have part of our of umbrella 
company, we actually partnered 

913
00:45:31,760 --> 00:45:34,960
with the with with Walrus. 
And so all of the articles of 

914
00:45:34,960 --> 00:45:37,720
Decrypt are actually stored on 
on this protocol, which is 

915
00:45:37,720 --> 00:45:40,180
really cool. 
That's something that Ilan Co 

916
00:45:40,180 --> 00:45:42,800
founder of Decrypt worked on and
I thought it was super cool to 

917
00:45:42,800 --> 00:45:46,680
get started with you guys over 
at Miston and and it's been 

918
00:45:46,680 --> 00:45:48,360
really fun. 
So like, so what's the 

919
00:45:48,360 --> 00:45:55,160
connection then between between 
walrus and and SUI because 

920
00:45:55,240 --> 00:45:57,520
obviously both of them come out 
of mist and labs, 

921
00:45:57,800 --> 00:46:00,360
congratulations on on 
congratulations on the success 

922
00:46:00,360 --> 00:46:02,680
with SUI thus far the cycle. 
But what's the? 

923
00:46:02,720 --> 00:46:04,760
What's the connection there? 
Sure. 

924
00:46:04,760 --> 00:46:07,160
Yeah. 
So the way I think about it is 

925
00:46:07,160 --> 00:46:10,760
that Sui is the magic source 
behind Walrus. 

926
00:46:11,360 --> 00:46:16,080
And also Walrus is the kind of 
like example of the kind of 

927
00:46:16,080 --> 00:46:19,360
vision we have for applications 
that could be built on Sui, 

928
00:46:19,520 --> 00:46:22,880
right? 
So as I mentioned, Walrus is 

929
00:46:22,880 --> 00:46:24,720
doing something quite different 
from Sweet. 

930
00:46:24,720 --> 00:46:27,520
It is storing bigger chunks of 
data, right? 

931
00:46:27,520 --> 00:46:30,160
Like on Sweet, you can store a 
few 100 kilobytes. 

932
00:46:30,160 --> 00:46:32,760
You know, you'll struggle there 
to, to go much beyond that. 

933
00:46:32,760 --> 00:46:35,480
Some people tried and, and, and 
that's quite impressive. 

934
00:46:35,480 --> 00:46:38,360
But you know, 100 kilobytes is 
really what, what you get on 

935
00:46:38,360 --> 00:46:42,800
Sweet on Walrus, you're able to 
store many megabytes to hundreds

936
00:46:42,800 --> 00:46:45,120
of megabytes to gigabytes of 
data, right? 

937
00:46:45,120 --> 00:46:48,440
So it's a site, it's an 
infrastructure that is basically

938
00:46:48,440 --> 00:46:52,760
designed to to store data. 
But that infrastructure is 

939
00:46:52,760 --> 00:46:56,520
coordinated in pretty much every
way on suite, right? 

940
00:46:56,520 --> 00:46:59,800
On a suite smart contract. 
So all the economics of the 

941
00:46:59,800 --> 00:47:04,280
Walrus storage nodes, all the 
governments, all of the 

942
00:47:04,280 --> 00:47:08,760
management, the storage as a 
resource, all of that stuff is 

943
00:47:08,760 --> 00:47:12,840
happening on suite, right? 
So effectively, Walrus is using 

944
00:47:12,840 --> 00:47:16,920
Suite as a control layer, right?
In order to coordinate that 

945
00:47:17,040 --> 00:47:22,040
other, you know, storage 
infrastructure, right? 

946
00:47:22,280 --> 00:47:25,040
So we were able to build Walrus 
quite quickly because we could 

947
00:47:25,040 --> 00:47:28,480
leverage Suite as a control 
layer, if you want, for Walrus. 

948
00:47:28,760 --> 00:47:32,280
But also Walrus really 
demonstrates that Suite can be 

949
00:47:32,280 --> 00:47:35,360
used as a control layer for 
other kind of decentralized 

950
00:47:35,360 --> 00:47:36,840
infrastructures. 
And they're like, your 

951
00:47:36,840 --> 00:47:38,920
imagination is really the limit,
right? 

952
00:47:38,920 --> 00:47:40,880
I mean, there are many things we
want to decentralize. 

953
00:47:40,880 --> 00:47:42,560
Suite can be used to help with 
that. 

954
00:47:43,480 --> 00:47:45,240
Interesting, OK, this is very 
smart. 

955
00:47:45,240 --> 00:47:46,920
I like, I like the setup 
actually, because I always 

956
00:47:46,920 --> 00:47:48,600
wonder as well, like in the 
back, because when I heard we 

957
00:47:48,600 --> 00:47:50,160
were working with walrus, I was 
like, well, what's walrus? 

958
00:47:50,200 --> 00:47:52,600
Oh, it's the missing laps. 
We don't have Suey and I, I, I 

959
00:47:52,600 --> 00:47:54,880
found out that was like, it's 
like similar, but like it's just

960
00:47:54,880 --> 00:47:58,480
like it's to help support that 
network, right, in order to, to 

961
00:47:58,480 --> 00:48:01,360
be able to partner with people 
such as ourselves. 

962
00:48:01,360 --> 00:48:04,240
So it's it's really smart. 
So besides the crypt if I'm not 

963
00:48:04,240 --> 00:48:06,960
mistaken, like you guys have a 
have partnerships like Accord, 

964
00:48:06,960 --> 00:48:09,960
which is kind of like a Dropbox 
and a bunch of other people on 

965
00:48:09,960 --> 00:48:12,160
the walrus side, right? 
Yeah, yeah, sure. 

966
00:48:12,160 --> 00:48:16,680
So, so the crypt is, is a really
nice use case, right, for for 

967
00:48:16,680 --> 00:48:19,840
the decentralized store because 
you know, it's a media 

968
00:48:19,840 --> 00:48:22,480
organization, so it needs to 
make sure that, you know, it's 

969
00:48:22,480 --> 00:48:25,640
articles stay up and they are 
the articles that you, you know,

970
00:48:26,200 --> 00:48:29,240
you wanted to publish, right. 
So a decentralized store with 

971
00:48:29,240 --> 00:48:31,520
high integrity, high 
availability is exactly what you

972
00:48:31,520 --> 00:48:34,240
want for, for this kind of 
journalistic use cases. 

973
00:48:34,800 --> 00:48:37,720
Of course, Accor is is a 
slightly different use cases. 

974
00:48:38,120 --> 00:48:41,000
These folks are building 
basically a Dropbox equivalent, 

975
00:48:41,160 --> 00:48:44,040
right? 
So you store your own data, you 

976
00:48:44,040 --> 00:48:46,640
can share it with your friends, 
but of course you only want to 

977
00:48:46,640 --> 00:48:48,160
share it with the people you 
want to share it. 

978
00:48:48,160 --> 00:48:52,680
So they support encryption, 
identity permissions and all of 

979
00:48:52,680 --> 00:48:55,960
that stuff, right? 
So, so they add those kind of 

980
00:48:55,960 --> 00:48:59,040
layers on top of Walrus. 
And again, both both use cases 

981
00:48:59,040 --> 00:49:01,720
kind of illustrate that Walrus 
is part of basically an 

982
00:49:01,720 --> 00:49:03,320
application development 
ecosystem. 

983
00:49:03,320 --> 00:49:07,080
Like you can build apps on top 
of Sui and Walrus now and host 

984
00:49:07,080 --> 00:49:10,360
your websites on Walrus, your 
front ends, your dabs, You can 

985
00:49:10,360 --> 00:49:13,640
use it for for archival, you can
use it for all of these things 

986
00:49:13,640 --> 00:49:17,800
to build your own stuff. 
OK, wow, OK, this is super cool.

987
00:49:18,560 --> 00:49:19,880
I love that. 
Tyler, do you want to do you 

988
00:49:19,880 --> 00:49:23,240
want to ask a question? 
Yeah, George, I I'm curious how 

989
00:49:23,720 --> 00:49:26,800
Walrus compares to other 
competitors in the decentralized

990
00:49:26,800 --> 00:49:31,360
storage data availability space 
like IPFS, Filecoin, Celestia. 

991
00:49:31,360 --> 00:49:34,320
You know you kind of compare to 
contrast to Sui, but I'm curious

992
00:49:34,320 --> 00:49:37,240
how you know you compare 
contrast to other pure 

993
00:49:37,240 --> 00:49:38,680
competitors? 
Sure. 

994
00:49:38,680 --> 00:49:40,720
Yeah. 
So, I mean, walrus is basically 

995
00:49:41,360 --> 00:49:44,320
embodying the same vision of 
decentralized orders to some 

996
00:49:44,320 --> 00:49:46,200
extent. 
Lots of pioneers were there 

997
00:49:46,200 --> 00:49:48,560
before us, right? 
We didn't invent the concept, 

998
00:49:49,080 --> 00:49:51,520
but it's a modern take on it. 
That's the way I would think 

999
00:49:51,520 --> 00:49:54,720
about it, right. 
So IPFS is part of a more kind 

1000
00:49:54,720 --> 00:49:58,520
of like traditional peer-to-peer
storage kind of story. 

1001
00:49:58,680 --> 00:50:01,360
There are really incentives and 
all of that stuff integrated 

1002
00:50:01,360 --> 00:50:03,680
into it. 
So, so that that is basically 

1003
00:50:03,680 --> 00:50:06,680
the very traditional space of 
like peer-to-peer storage. 

1004
00:50:06,680 --> 00:50:09,280
There are problems there, right?
Because you know, storing his 

1005
00:50:09,280 --> 00:50:12,040
work, how do you get paid for 
that work is a bit external. 

1006
00:50:12,760 --> 00:50:17,040
Then if you want Filecoin is, 
you know, the next generation, 

1007
00:50:17,040 --> 00:50:20,280
it integrates a blockchain, but 
it's a kind of like, you know, 

1008
00:50:20,280 --> 00:50:24,440
20/16/2017 view of what a 
blockchain is, right? 

1009
00:50:24,440 --> 00:50:28,040
It's kind of longest chain, very
long latencies and all of that 

1010
00:50:28,040 --> 00:50:29,880
stuff. 
Great vision, by the way. 

1011
00:50:29,880 --> 00:50:31,960
Like I'm a great fan. 
I have to say, otherwise I 

1012
00:50:31,960 --> 00:50:34,440
wouldn't be working on, on this 
kind of field, right? 

1013
00:50:35,120 --> 00:50:38,040
But you know, it's not like a 
modern smart contract platform 

1014
00:50:38,040 --> 00:50:41,880
that is very quick, cheap and 
and very flexible as well. 

1015
00:50:42,600 --> 00:50:46,160
On the other side, Celestia is 
actually a very cool and modern 

1016
00:50:46,160 --> 00:50:50,720
day by a colleague of mine, 
Mustafa, right? 

1017
00:50:51,200 --> 00:50:54,040
And they really specialize on, 
and they do very well, a very 

1018
00:50:54,040 --> 00:50:56,760
narrow thing, which is just 
availability for a short amount 

1019
00:50:56,760 --> 00:50:58,680
of time. 
Nowadays they're extending that,

1020
00:50:58,680 --> 00:51:01,080
right? 
So again, it covers a small 

1021
00:51:01,080 --> 00:51:04,360
amount of space. 
What we try to do when designing

1022
00:51:04,360 --> 00:51:08,320
Walrus is cover all of that and 
using a modern blockchain. 

1023
00:51:08,320 --> 00:51:12,560
So it's fast subsection 
latencies for metadata, a few 

1024
00:51:12,560 --> 00:51:16,480
seconds to upload. 
It supports like bulk download 

1025
00:51:16,480 --> 00:51:19,920
like, you know, you can get, you
know, many, many megabits of 

1026
00:51:20,040 --> 00:51:24,080
basically download speed. 
But also it integrates with a 

1027
00:51:24,080 --> 00:51:27,920
modern smart contract platform 
suite to do really complex 

1028
00:51:27,920 --> 00:51:30,720
things between storage. 
And if you want finance, like 

1029
00:51:30,720 --> 00:51:34,680
you can basically express things
like derivatives around, you 

1030
00:51:34,680 --> 00:51:36,560
know, how much storage will cost
in the future. 

1031
00:51:36,560 --> 00:51:39,720
You can buy and manage your 
portfolio of storage and, and 

1032
00:51:39,720 --> 00:51:43,200
the life cycle of your blobs. 
You can very carefully and very 

1033
00:51:43,200 --> 00:51:46,240
in a fine grained way, manage 
how you extend the lifetime when

1034
00:51:46,240 --> 00:51:49,440
you delete your blobs or how you
manage them at all, right. 

1035
00:51:50,240 --> 00:51:53,840
And also all the governments is,
is happening on the sweet block 

1036
00:51:53,840 --> 00:51:56,040
chain. 
So, so that lowers the cost of 

1037
00:51:56,040 --> 00:51:59,120
coordination that allows us to 
have thousands of storage nodes.

1038
00:51:59,520 --> 00:52:03,320
And generally speaking, it hits 
a much sweeter spot between like

1039
00:52:03,320 --> 00:52:06,480
reliability and the cost of 
getting that reliability, which 

1040
00:52:06,480 --> 00:52:08,760
should mean that it should be 
cheaper in the long run. 

1041
00:52:10,240 --> 00:52:13,120
OK, OK, I see damn you just 
cooking. 

1042
00:52:13,200 --> 00:52:15,640
It's crazy. 
It's crazy see see y'all, 

1043
00:52:15,640 --> 00:52:17,080
there's more meme coins in 
crypto. 

1044
00:52:17,240 --> 00:52:20,640
OK, so a lot of people, you 
know, we're talking a lot about 

1045
00:52:20,640 --> 00:52:24,720
meme coins, NFTS, all these all 
these little all these different

1046
00:52:24,760 --> 00:52:28,000
things on the show and now we're
talking about data storage on 

1047
00:52:28,000 --> 00:52:29,640
chain. 
There you go there you have the 

1048
00:52:29,640 --> 00:52:33,040
same people that that started 
that started suing network that 

1049
00:52:33,040 --> 00:52:34,280
the one that you guys are all 
talking about. 

1050
00:52:34,280 --> 00:52:35,560
So I absolutely love to see 
that. 

1051
00:52:35,840 --> 00:52:40,320
OK, So what are some of the use 
cases right for for Walrus and 

1052
00:52:40,320 --> 00:52:42,160
like what kind of projects? 
So let's say there's a lot of 

1053
00:52:42,160 --> 00:52:44,760
founders listen to us every 
morning, George. 

1054
00:52:44,920 --> 00:52:46,440
There's a lot of them here. 
There's thousands of people 

1055
00:52:46,440 --> 00:52:48,640
listening to this show. 
How does a founder actually like

1056
00:52:49,320 --> 00:52:51,160
fit into this whole picture 
here? 

1057
00:52:52,080 --> 00:52:53,840
Sure. 
I mean, Walrus is very general, 

1058
00:52:53,840 --> 00:52:57,120
right? 
So anytime you need storage and 

1059
00:52:57,120 --> 00:52:59,880
you feel uncomfortable about, 
you know, just using a 

1060
00:52:59,880 --> 00:53:03,320
centralized entity, Walrus is is
the play you should go for, 

1061
00:53:03,680 --> 00:53:05,840
right? 
So what What can you use it for?

1062
00:53:05,840 --> 00:53:09,800
First of all, if you're building
Daps and you want actually their

1063
00:53:09,800 --> 00:53:13,280
front end, like the website in 
front of the DAP that drives a 

1064
00:53:13,280 --> 00:53:16,280
smart contract to to be in a 
decentralized store, well, 

1065
00:53:16,280 --> 00:53:18,960
Walrus and Walrus sites that 
actually present your resources 

1066
00:53:18,960 --> 00:53:21,480
on Walrus as a website is your 
go to solution. 

1067
00:53:21,560 --> 00:53:24,400
We can support that. 
If on the other side you, you're

1068
00:53:24,400 --> 00:53:27,920
more into infrastructure, you, 
you know, you have a chain that 

1069
00:53:27,920 --> 00:53:30,960
you like or an L2 or whatever 
and you're like, where do I put 

1070
00:53:30,960 --> 00:53:31,960
all my history? 
Right? 

1071
00:53:31,960 --> 00:53:34,400
Like what if my history 
disappears and no one can audit 

1072
00:53:34,400 --> 00:53:36,640
what I'm going to do? 
Well, Walrus basically can help 

1073
00:53:36,640 --> 00:53:38,400
you there. 
If on the other side you have an

1074
00:53:38,400 --> 00:53:41,080
L2 and you're like, OK, you 
know, when I commit blocks on, 

1075
00:53:41,120 --> 00:53:43,480
on, on Ethereum, let's say, and 
I want to prove their 

1076
00:53:43,480 --> 00:53:46,480
availability just to make sure 
that, you know, my, my throat 

1077
00:53:46,480 --> 00:53:48,360
proofs can can be checked, 
etcetera. 

1078
00:53:48,800 --> 00:53:52,920
Again, Walrus basically is your 
go to call and then even if you 

1079
00:53:52,920 --> 00:53:56,560
are not kind of like into crypto
crypto, but you want to make 

1080
00:53:56,560 --> 00:53:59,600
more of kind of a web two thing.
But you you want to give your 

1081
00:53:59,600 --> 00:54:02,840
users a sense that the data they
upload to your service belongs 

1082
00:54:02,840 --> 00:54:05,280
to them, right? 
Like the photos, the videos, the

1083
00:54:05,280 --> 00:54:08,240
stuff like if your service goes 
down, the data is still there. 

1084
00:54:08,240 --> 00:54:09,920
If you've got a business, the 
data is there. 

1085
00:54:09,920 --> 00:54:13,520
If you get like, you know course
to like not serve them anymore, 

1086
00:54:13,520 --> 00:54:15,120
well, they can get back the data
again. 

1087
00:54:15,120 --> 00:54:16,680
What? 
This is basically your go to 

1088
00:54:16,680 --> 00:54:20,920
solution for that and you can 
use it either in conjunction of 

1089
00:54:21,040 --> 00:54:24,120
with Swee or you can use it 
without really touching Swee. 

1090
00:54:24,120 --> 00:54:26,960
You can just basically upload 
blobs, download blobs using the 

1091
00:54:26,960 --> 00:54:28,920
web and you know, everything 
just works. 

1092
00:54:29,280 --> 00:54:31,440
This is nice. 
I like the feeling brand of it 

1093
00:54:31,440 --> 00:54:33,440
all. 
Sorry, I'm like a a nerd when it

1094
00:54:33,440 --> 00:54:35,800
comes to this shit, but I just I
just kind of like like the 

1095
00:54:35,800 --> 00:54:38,720
website, you know what I mean? 
It just looks really clean. 

1096
00:54:38,720 --> 00:54:40,760
So for anyone who's curious, I I
don't have more questions for 

1097
00:54:40,760 --> 00:54:42,960
you, George, but for anybody 
who's curious, like just go on 

1098
00:54:42,960 --> 00:54:46,560
walrus dot XYZ or come on, come 
on video. 

1099
00:54:46,560 --> 00:54:48,280
I'm like showing the video right
now. 

1100
00:54:48,840 --> 00:54:53,080
You can learn more about the 
storage filing, you know, and 

1101
00:54:53,600 --> 00:54:55,520
the fast story. 
Sorry, and like data sets, 

1102
00:54:55,520 --> 00:54:58,760
websites, boxing history, like 
everything that's that worldwide

1103
00:54:58,760 --> 00:55:01,280
walrus. 
I like that world worldwide 

1104
00:55:01,280 --> 00:55:01,960
walrus. 
That's great. 

1105
00:55:01,960 --> 00:55:04,000
But definitely check it out 
because there's a lot of really 

1106
00:55:04,640 --> 00:55:08,800
interesting things going on 
there that George is leading, of

1107
00:55:08,800 --> 00:55:09,800
course. 
And then of course, and then 

1108
00:55:09,800 --> 00:55:11,760
last question for you, George 
would be like, you know, road 

1109
00:55:11,760 --> 00:55:15,240
map wise, you know, we'd love to
hear like future, you know, 

1110
00:55:15,520 --> 00:55:19,080
potential integrations, 
partnerships, community driven 

1111
00:55:19,080 --> 00:55:22,960
developments like what's what's,
what's going on that front? 

1112
00:55:24,240 --> 00:55:26,040
Yeah. 
I mean, we're at the beginning 

1113
00:55:26,040 --> 00:55:28,800
of this journey. 
The test net just was announced 

1114
00:55:28,880 --> 00:55:32,640
a couple of weeks ago. 
I would love if folks use it 

1115
00:55:32,640 --> 00:55:35,600
like pretty much most of the 
features that will go out on 

1116
00:55:35,600 --> 00:55:38,680
mainnet are already there. 
We're just making it solid and 

1117
00:55:38,680 --> 00:55:42,120
onboarding, you know, storage 
nodes at this point. 

1118
00:55:42,120 --> 00:55:47,120
So folks were interested can can
also reach out on that more kind

1119
00:55:47,120 --> 00:55:49,520
of high profile partnerships 
DVD, right? 

1120
00:55:49,520 --> 00:55:54,120
We'll, you know, we, our plan is
to go to main at sometime in the

1121
00:55:54,120 --> 00:55:58,680
first half of 25 right between 
now and then, probably we will 

1122
00:55:58,680 --> 00:56:01,760
also be chatting with people and
seeing, you know, who's 

1123
00:56:01,760 --> 00:56:04,160
interested in, in using it 
right. 

1124
00:56:05,600 --> 00:56:08,840
I love that, I love that. 
So for anybody interested, how 

1125
00:56:08,840 --> 00:56:10,760
do they reach out to you? 
Do you want, is there like a 

1126
00:56:10,760 --> 00:56:12,600
place where like people can get 
involved with you? 

1127
00:56:13,160 --> 00:56:16,960
Yeah, sure. 
On the the website you're on 

1128
00:56:16,960 --> 00:56:21,640
there is a Discord link at the 
very bottom and I invite folks 

1129
00:56:21,640 --> 00:56:24,920
to to join and just jump on the 
channels that are relevant and 

1130
00:56:24,920 --> 00:56:27,200
say hi basically. 
I love that. 

1131
00:56:27,200 --> 00:56:29,760
Definitely get involved. 
You guys are like, it's crazy. 

1132
00:56:29,840 --> 00:56:32,200
Guys doing a lot, man. 
It's doing really well too. 

1133
00:56:32,280 --> 00:56:34,280
So the engagement we got from 
like you post initials, like 

1134
00:56:34,280 --> 00:56:35,520
hell yeah, these guys are 
actually active. 

1135
00:56:35,760 --> 00:56:38,560
I love that. 
There's a lot going. 

1136
00:56:38,560 --> 00:56:40,400
On Somebody needs to store 
stuff, you know. 

1137
00:56:40,680 --> 00:56:44,120
Every, every company has to 
store something. 

1138
00:56:44,120 --> 00:56:46,800
You know what I mean? 
Like it's not like everyone, 

1139
00:56:46,920 --> 00:56:49,040
everyone. 
It made perfect sense for us on 

1140
00:56:49,040 --> 00:56:51,960
the decrypt side that every 
single article is forever going 

1141
00:56:51,960 --> 00:56:54,200
to be stored somewhere. 
So you can't ever take it away 

1142
00:56:54,200 --> 00:56:56,000
from us in the way, right? 
It's going to exist forever. 

1143
00:56:56,800 --> 00:56:59,520
So I, I love that narrative. 
I think it's great. 

1144
00:56:59,520 --> 00:57:01,920
I'm really happy that we've 
partnered together not only for 

1145
00:57:01,920 --> 00:57:04,200
this year, but also for, for on 
the crypt side. 

1146
00:57:04,200 --> 00:57:06,680
And I'm really excited to be 
able to do more stuff with, with

1147
00:57:06,720 --> 00:57:08,640
missing labs in general. 
So, George, thank you so much 

1148
00:57:08,640 --> 00:57:10,240
for coming here today. 
Appreciate you for having me. 

1149
00:57:10,480 --> 00:57:11,680
All right, brother, have a good 
one. 

1150
00:57:11,840 --> 00:57:14,080
Thank you. 
All right, all right, I think, 

1151
00:57:14,080 --> 00:57:16,160
dude, honestly, the sweet sweet 
is like everywhere. 

1152
00:57:16,160 --> 00:57:18,760
Guys, you've been talking to 
this about this for a minute, 

1153
00:57:18,760 --> 00:57:21,640
but like, I'm pretty sure, like 
real vision are working with 

1154
00:57:21,640 --> 00:57:23,760
walrus. 
Pretty sure we are. 

1155
00:57:23,760 --> 00:57:27,520
I mean, I'm pretty sure we are. 
I know we are for like 100% like

1156
00:57:27,520 --> 00:57:29,840
there's just, they're like 
really like between Walrus and 

1157
00:57:29,840 --> 00:57:33,560
the sewing network itself, just 
cooking, just cooking. 

1158
00:57:33,560 --> 00:57:35,680
Love to see that. 
Love to see that. 

1159
00:57:35,680 --> 00:57:37,520
There's definitely going to be a
lot going on there. 

1160
00:57:37,520 --> 00:57:39,080
All right. 
Well, Tyler, did you want to 

1161
00:57:39,080 --> 00:57:42,600
take 2-3 minutes to go over some
things that I didn't go over and

1162
00:57:42,600 --> 00:57:44,520
then we can pick a winner? 
Or is there like, is there stuff

1163
00:57:44,520 --> 00:57:46,240
that we can just push it over 
tomorrow? 

1164
00:57:46,800 --> 00:57:48,800
Yeah, I I'll quickly hit the the
doodles news. 

1165
00:57:48,800 --> 00:57:51,480
I think this is the biggest one 
that we didn't cover yet. 

1166
00:57:51,600 --> 00:57:56,040
OK, so we we got the details on 
the Doodles partnership with 

1167
00:57:56,160 --> 00:57:58,400
McDonald's. 
So it's starting with 100 

1168
00:57:58,400 --> 00:58:02,040
million limited edition McAfee 
Doodles holiday cups. 

1169
00:58:02,040 --> 00:58:05,120
So if you order coffee at 
McDonald's here this holiday 

1170
00:58:05,120 --> 00:58:07,920
season starting November 18th, 
you probably will get this 

1171
00:58:07,920 --> 00:58:10,320
Doodles cup. 
I'm definitely gonna go get one 

1172
00:58:10,320 --> 00:58:11,000
of these. 
The only in the. 

1173
00:58:11,120 --> 00:58:12,800
States Tyler, 'cause I really 
like. 

1174
00:58:12,840 --> 00:58:15,240
It that's a good yes. 
It's across the US, so this is 

1175
00:58:15,240 --> 00:58:16,440
just the states. 
You're gonna have to make a 

1176
00:58:16,440 --> 00:58:21,080
border trip here, pop down, get 
to a McDonald's, get a Doodles 

1177
00:58:21,080 --> 00:58:22,840
cup. 
But it's just starting there. 

1178
00:58:23,160 --> 00:58:24,880
They have a lot more in the 
works. 

1179
00:58:24,880 --> 00:58:27,080
I'm telling you, Happy Meal, 
I'll make a call right now. 

1180
00:58:27,080 --> 00:58:28,680
I don't know, like I'm homies 
with those guys. 

1181
00:58:28,680 --> 00:58:30,680
I didn't ask them shit. 
I'm telling you bro, that would 

1182
00:58:30,680 --> 00:58:32,800
be sick. 
I don't know if the heavy meals 

1183
00:58:32,800 --> 00:58:36,600
are coming, I hope there is, but
the studio experiences the 

1184
00:58:36,600 --> 00:58:40,440
doodle studio that you can get 
with an in app drink order. 

1185
00:58:40,440 --> 00:58:43,400
They've got digital wearables 
that can be unlocked. 

1186
00:58:43,720 --> 00:58:46,560
A pass to watch their their 
latest movie The duals Bill and 

1187
00:58:46,560 --> 00:58:49,600
the Doodles verse. 
They've got new music coming 

1188
00:58:49,600 --> 00:58:51,240
from this. 
So that's where Pharrell comes 

1189
00:58:51,240 --> 00:58:54,480
in, along with an animated 
holiday short. 

1190
00:58:54,600 --> 00:58:58,880
And now it looks like they've 
got some merch rolling out. 

1191
00:58:58,880 --> 00:59:00,800
I just saw Dees tweet out a 
picture. 

1192
00:59:01,760 --> 00:59:04,160
Of a. 
Yeah, Dees all. 

1193
00:59:04,600 --> 00:59:08,200
Right, Julian, if you're 
listening, Julian, not only 

1194
00:59:08,200 --> 00:59:10,480
should you get involved with the
Art House Basil event, but you 

1195
00:59:10,480 --> 00:59:12,720
should also bring me some of 
that merch. 

1196
00:59:13,200 --> 00:59:15,960
I want some of this doodles 
merch, that's sweet. 

1197
00:59:16,560 --> 00:59:18,960
Yeah, this is cool. 
Everything you need to know 

1198
00:59:18,960 --> 00:59:21,240
about the McDonald's Exdoodles 
collab from Guillaume. 

1199
00:59:21,360 --> 00:59:23,480
Oh, they remember that guy got 
hacked and they sell this shit 

1200
00:59:23,480 --> 00:59:25,280
coin. 
They lost a pump. 

1201
00:59:25,280 --> 00:59:27,320
Fun. 
I don't remember that. 

1202
00:59:27,400 --> 00:59:28,920
That was him. 
Remember the the pump? 

1203
00:59:28,920 --> 00:59:31,440
Fun like that was launched by 
SEER Market at the McDonald's. 

1204
00:59:32,400 --> 00:59:35,240
I I believe you, but I they. 
Hacked his account and that's 

1205
00:59:35,240 --> 00:59:36,560
why I don't follow them 
actually. 

1206
00:59:36,560 --> 00:59:40,560
Let me see. 
Wow, this is big dude this. 

1207
00:59:40,960 --> 00:59:45,400
Is about as big as it gets I 
think for an NFT project, right?

1208
00:59:45,400 --> 00:59:47,800
I think you can argue what's 
bigger, this or Walmart. 

1209
00:59:48,080 --> 00:59:49,640
It's silly to kind of have the 
argument. 

1210
00:59:49,640 --> 00:59:52,720
This is this is Tier 1. 
Yeah, they're both tier one as 

1211
00:59:52,720 --> 00:59:53,960
tier like that. 
Partnerships. 

1212
00:59:54,240 --> 00:59:56,440
Jesus Christ. 
Oh, wearables. 

1213
00:59:56,440 --> 00:59:57,480
It's true. 
They have the whole digital 

1214
00:59:57,480 --> 00:59:58,360
apparel. 
Look at that. 

1215
00:59:58,760 --> 00:59:59,520
Right hat. 
That's good. 

1216
00:59:59,800 --> 01:00:02,040
Actually, if this was real, I'd 
buy this. 

1217
01:00:03,600 --> 01:00:06,360
Buy your jacket. 
The McDonald's logos and shit. 

1218
01:00:06,920 --> 01:00:10,680
Oh, the pants cheese. 
Are you guys going to make this 

1219
01:00:10,680 --> 01:00:12,640
happen for real? 
Yeah. 

1220
01:00:12,640 --> 01:00:14,120
McDonald's guy should come on 
the show. 

1221
01:00:15,760 --> 01:00:17,320
We should invite Guillaume on 
the show. 

1222
01:00:17,520 --> 01:00:18,960
And that would be an epic 
interview. 

1223
01:00:19,240 --> 01:00:21,400
He sounds French. 
Surely he's French. 

1224
01:00:21,520 --> 01:00:23,360
I'm a DM. 
I'm a DM. 

1225
01:00:23,440 --> 01:00:25,320
He follows me after the show. 
I'll damn after. 

1226
01:00:25,440 --> 01:00:26,480
So that was the big news.
