Oh, yo-yo, yo. What up?
Good morning.
Good morning, GMG. Yes.
What day? November.
Moon. November.
When? Harkins back.
Let's go, baby. 27th, 2024 Four. Four.
Look at that. Another beautiful date to have a
beautiful day. I got my coast in the house.
Tyler. Tyler, Good morning.
How you doing today? Phew.
I'm I'm doing, I'm doing nice today.
Yeah, it's a good. Thought I can't keep up dude.
Good there. I I cannot, I cannot keep up
with today, dude, it's electric. Start electric start to to
Wednesday, November. 12th after the electric start yeah, we got
what is it they they listed the nense listed perps for for for
our favorite coin. So so it's it's that was a good
stuff. I couldn't sleep last night
after Elon Tweed, but so I woke up today and I was like God
damn. I got like thrown into the pit
immediately and it was quite wild Anyways, I'm sure we're
going to talk about that in a in a in a moment from now.
Oh can see people hear me Check, check, check.
Yeah, I had something muted, but we're good now.
I think we're definitely good What's that?
So it says Rodrigo was on stage, but here it says it doesn't
work. Hold on let me let me remove.
Oh, no, I, I I banned rug radio from the Twitter space.
It's so funny. I got to fix that.
Hold on one second. Let me, let me, let me.
OK, allow to join. OK, Let me unban rug.
Oh. My.
God, yeah, the space is not available.
Jesus Christ. OK, make sure y'all retweeting.
You know what's the vibe today? Market report as usual.
So go through the market. Nice.
Those bounced this morning. As I as I just mentioned, we're
going to go through through Tyler's.
I think today we're have we're back to top 10,000 or are we
still like slow news data like are we?
We're OK 1000 OK, 1000 top 1000 because 100 sounds too sad and
top 10 yesterday sounds even sadder.
So we have that and then Robert loot box spins as usual.
So if you really need some money, make sure they go to
raffle bought dot XYZ. Timothy is going to have a code
soon for your own screen. So make sure y'all paying
attention and, and and, and we'll pick a winner.
Make some money. Didn't show anywhere from $1500
to $125,000. So absolutely love to see that
with $1.2 million giving away. And as usual, this show is
powered by Galaxies. With seamless built in
monetization tools, Galaxies enables development of
sustainable long term communities, fulfilling
Bitcoin's vision of decentralized freedom and
independence from centralized control.
Check them out. Galaxies XYZ on X will be with
us at our Basel in Miami, which is only next week.
Oh my God dude, we have 8 events in three days bro.
This is going to be the end guys.
Honestly, like I I don't even know how I'm managing everything
right now. I'm going to fucking like lose
it. Anyways, without further ado,
Mando's in the house. Mando.
How you doing baby? Let's go straight to you.
Who is the man Michael? Daddy of the land, Mando.
Can you dig it? GM, everyone, yeah, it's been a
good rebound. I think we're not, we're not
like out of the woods or anything.
It still still feels like we could chop around here for a
little bit. But we did bounce pretty
strongly from that 91 area. There were a bunch of different
liquidations. Very, very healthy to see that.
And now we're look like we're heading back towards 95 K over
the whole day period. So feels like you can get all
your relatives into Bitcoin before 400 Ki.
Don't know if that's going to be good or bad in 12 months.
It's going to be pretty funny. What?
Why are you pointing at me? Did you say 400K?
Before 100K. Oh shit, I got dude.
I was like, yeah, he came pulled up this morning.
I heard before 400K and I was like, yo, that's my guy.
Bitcoin's going to 400 K, but I don't know if it's going to go
there in the next year. But did you?
Hear that, Sims? Did you hear that?
We're going to take that 1400 K Let's go.
New estimates just came out. Bernstein who?
What's up? Mando, tell me more.
I think the, the, the most interesting thing that's
happening right now in crypto is probably the Bitcoin dominance
is going down. It's it's finally broken free of
the trend line it's been in for many, many, many months and it's
hit 58 K just put in a lower high and looks like it's heading
lower. So things like ether rallying
ETH is above 3500. We've said so many times in this
show that normally leads to sell off again.
I don't, I don't know, but it does still worry me that ETH is
is rallying again and ETH is actually outperforming all the
others. So.
Oh no. Definitely the strongest I know.
Oh. No, Oh, no.
I just saw. Oh, I did not look at the price
of ETH this morning. Oh no.
It's over. It's over, guys.
But I think there are two things I think may be causing that E
rally. I think the first one actually
is, is Phantom now supporting base?
I think a lot of people are like, I can finally trade now on
ETH again, been quite a big shift.
I think for people you're seeing a ton of different things on
base pop off. So yeah, that's part of the
bullishness. I think we've seen immediately.
The AII coins on on Bayes have been strong.
Some of the base memes have been strong.
It feels like a lot of activity is suddenly shifting there.
Base season 2 point O may be underway.
I don't. Are we on two point O or
three-point O at this stage? Five point O.
Already there's been You've been in everyone, have you?
And. They've all gone poorly, poorly
so far. I'm just this one will be will
be better? Let's see how long this one
lasts. But there is definitely a lot of
activity happening on base right now, at least in terms of
trading, in terms of, like I say, good headlines for crypto.
Looks like Brazil may be Fomoing as well into crypto.
There was a congressman that put forward a very similar bill to
what we saw from Loomis in the US proposing an $8 million
Bitcoin reserves 8 billion, sorry, 18 billion, which is
which is decently big, but we'll see what happens.
It looks like EU s s sanctions against tornado cash have been
thrown out. So I don't know if like that
will mean that companies in crypto suddenly remove those
limits they had against tornado cash.
But it does feel as though that's going to be a a more a
longer term legal battle for tornado there.
It looks like Trump wants the CFTC to to lead the lead crypto
regulation, not the SEC, which I think is would be very bullish.
It'd be bullish in the idea that they're not securities,
obviously commodities. They do have rules around how
they can be traded, but it does feel as though it would they're
less they're less aggressive than the ones placed on on
securities and for macros sort of things.
Fed minutes yesterday were were slightly hawkish as in they said
they may not cut interest rates as quickly.
And today you have PC inflation. Actually, they may have already
come out. Maybe it did already come out,
but stocks doing well back up towards all time highs.
Nasdaq's above 19 K Yeah, Like it's it's been a good, it looks
like it's going to be a good end to this end to this month.
Yeah, it's, I thought that's all this morning stocks were
dumping, so I guess it reversed, right.
I don't know when those notifications when, when the US
market opened, you know the usual stuff like DB and all that
stuff. Cullen that was lower, but.
I mean the Dow is the NASDAQ down nought .5% but the Dow is
up. So it's it's very mixed.
I would say not rather than dumping.
OK, love to see that. Anyways, the market is pumping.
Let me tell you lots of good news.
I'm assuming Tyler, you've got them for us, so I'll skip to
talk about it, especially that CFTC one, but also Mando, the
one on Tornado cash. I thought, you know, I, I
retweeted a bunch of tweets yesterday regarding that from
Hayden Adams and everyone. That is arguably one of the
biggest news that we've received recently too.
It's like we have non-stop good headlines.
Also on the macro side, Mando, I mean, maybe it was not overhang
anymore, but little one the the ceasefire between Lebanon and
Israel, which it's something less to worry about, right?
Like, yeah, sure, it's not going to pump us to 200 K, but hey,
like it feels good knowing that there's there may not be a war
like a full-fledged war or three in the in the Middle East.
So you know. Definitely, definitely bullish
for crypto. I think that and yeah, bullish
for the world, but but if a crypto in in so much that we saw
often crypto was the was got destroyed whenever there seems
to geopolitical issues at the moment.
So one less is is probably a good thing.
We'll see what happens with Russia and Ukraine, but it does
feel as though, yeah, just feel like a bunch of different things
are happening along those lines for before Trump even gets into
power. Yeah, yeah, we're, we're
definitely, we're definitely getting there.
All right, well, Tyler, let's go to your topics because we
definitely have a few things to to dive into and talk about here
today for Daily, NFT and new. Analysis top story the AI agent
sector has now passed $5 billion in market cap and we've got a
new dashboard to to help us track that more easily over on
cookie dot fund. I'm sure we'll we'll pull that
up here in a bit Mando mentioned the headlines I'll go through
them again. The 5th Circuit Court ruled that
the sanctions against tornado Cash were unlawful landmark
ruling that took place yesterday.
We've already seen several privacy related tokens soar in
the wake of that probably leading somewhat to the east
pump as well. The Trump admin looking to get
control digital assets to the CFTC that includes Bitcoin eats
Seoul and other digital commodities.
Then a dogecoin ATP launched on the Swedish exchanges, which
they dubbed as the investors first ever option as a simple
and secure way to get exposure to doge.
So perhaps A4 sign that more DOGE ETFs are coming in token
AirDrop and protocol news. Meme lands Meme Pay app is now
available in the App Store. And then this is a big one.
Agent Starter announced an AirDrop to Virtual's users for
its music token. This is the first AirDrop that
we have seen go out to virtual traders and also a sign.
I'm going to take that. It's a top.
You know it's a top when we get the the music NFT equivalent is
coming. Together.
Oh no. Oh, I was I was lady at the
roulette tables in the at the wind this weekend, just like
just like gambling like a madman like 5:00 in the morning.
And these two guys asked me about my punk chain and they
were into ETH and then they were like, I work with musicians.
How do we get music on chain? And I would look at them and I
was like music, NFTS, I. Swear to God this is AI music
AI. You know, I was like.
Hear me out. I was like, hear me out, AI
music, music AI. And so we're going to make a
scent it right now drop. Moment, you know?
Yeah. So basically it's going to drop
lyrics, AI lyrics. Back with everyone else's money.
I put everything on black and I left.
I've already been reminded by so many music AI agents, but ready
for another one? Why not cue the Vince Carter
memes in memes. NFT news.
Memecoin majors are green. Looks like most are up about
four to 5% now. UBC ticker $1.00.
We're big runners of the day. Chill guy hit a new all time
high. Got listed on Binance this
morning. Perps with up to 75 X leverage,
those go live. I think like later this morning
we saw several AI agents have huge days, led by AIXBT and the
bully token. The the Clanker protocol on base
soared to 140 million. I think it's pulled back a bit
since then. Then over on base, the Metamask
founder launched two different meme coins last night.
Ticker was consent one on base. He didn't like the base
experience, so he launched one on Solana, tanking both coins in
just a total debacle. We saw seed phrase take out
$2.75 million loan against his marquee crypto Pumpkin PFP and
then Animoca. Some news this morning, they
have invested in Igloo, the Pudgy parent, the Pudgy Penguin
parent company and Pudgies are moving.
They're back over 12 eighth. Let's go.
News so on the NFT board. Love, love, love to hear that.
Absolutely love to hear that. Lots of good news this morning.
I mean, let's I know we we cannot touch on this on this
CFTS, the the ruling, but I think we should like just dive a
tiny bit deeper into it because I believe it was like one of the
bigger news yesterday. I'm just going on my feet
because I have the Hayden Adams tweet up.
But do you want to double down on that Tyler?
Because that's a big deal, man. Yes, the headline here, the 5th
the 5th Circuit Court ruled that OFAC overstepped in sanctioning
tornado caches, immutable smart contracts.
Landmark decision. Smart contracts cannot be
classified as property. This is a significant victory
for privacy advocates, blockchain developers.
So in this they overturned a lower court ruling, staying at
the Treasury Department's. OFAC exceeded its authority by
sanctioning tornado caches, immutable smart contracts.
They clarified that autonomous self executing code without
human control does not meet the legal definition of property or
services. So smart contracts are not
property. They're incapable of being owned
or controlled even by their creators.
They went on to say the court is not responsible for addressing
gaps in the law. That is Congress's
responsibility. So expect some more regulation
and laws to come into place with with how to manage these.
But this again was just a a landmark gruing Paul Gruul,
chief legal officer over at Coinbase.
He criticized OFEC for overstepping here while also
hailing this ruling. So this is a big one.
I think a lot of devs are sleeping better.
Slept better last night. The thing is, The thing is,
it's, I think that they've gone after so many different people
of these smart contracts that haven't been doing dodgy things.
Tornado cash has always been like, oh shit, got sent a
tornado, you know, like it was always on like the nefarious
side of stuff. So it's a win, but I wish, but I
feel like it's more a win for like the, the like Uniswap for
example. Like it's a huge win for someone
like Uniswap, whoever 1 uses and you know, was being used for
swaps all this time. And it's such an integral bit of
it. The fact that they like that bit
of smart contract code could then be used to like sanction
like Hayden Adams, for example, as as the founder would be
crazy. Tornado Cash.
I know the devs only create the code, but it does feel like it's
always been a bit of a dodgy. Like, I don't know if I'm like
celebrating the return of Tornado Cash.
Let's put, let's put it that way.
Do you know what I mean? It's like, oh, we're going to
get scammed a bit more now. It's funny, So what my, my
background was in anti money laundering consulting and I kind
of one of the first products that I see is tornado cash.
Like, oh boy, this is, yeah, this is about as bad as it gets.
And I understand like the privacy use case, but it's it's
a sketchy one, but I think it is a bigger one for for the
broader. Smart.
I just don't believe in like putting the guy who made a code
in prison because other people fucking use the code wrong.
That's my thing. But I, I just, I just always,
that never sat right with me. Like I'm sure a lot of bad
people use donated cash, obviously.
I mean, I'm not sure we know, but I always thought it was
weird. It's kind of like putting
Zuckerberg in prison because, like, pedophilia is being shared
on like, Facebook or moderating it, but you know.
This opens up the conversation. So right now it's smart
contracts. What about the devs who create
AI agents that go on to do nefarious things?
How's that going to be handled? I mean, isn't both about?
IRS is coming for them. Is it?
I don't know, but like you can we, there is going to have to be
some pretty quick regulation around this, right?
Yeah. How is, how is gold going to get
taxed in that wallet? Is it a $30 million wallet you
showed us yesterday? Well, hasn't sold right.
Hasn't sold and he's based in New Zealand, but yeah, who
knows? Like they're going to have to
that. I think that's the point.
They're going to have to set up some sort of Dow, right?
Or some sort of entity where it gets decided.
Yeah, typical call up Leeward. Carrie Olson came in, came in.
Foundation BVI sub. Let's go, baby Dow.
Before we've done this, you got $35 million.
This is this is a good old crypto shimmy baby.
That's a classic. You know, there's like three law
firms in the Cayman Islands that have all your favorite tokens,
fucking foundations, all of them, every single token y'all
own in the audience. They're all into three law firms
in the Cayman Islands. It's not a bad thing.
It's just because the US government, you know, being like
anti crypto, for what it's worth anyways, OK, so that's some good
news, Tyler, on the on the on that front.
And I think it was another positive headline that you you
just like shared with us. Oh, the CFTC 1.
Yeah, yeah. I don't know if this is
necessarily. I think this is neutral.
OK. I think people are perhaps
reacting positively just because we we've got like this negative
sentiment around the SEC. But you know, we had been
spending, you know, the last couple weeks celebrating some
potential pro crypto SEC chair candidates and now it looks like
they're just passing the buck over to the the CFTC.
I think it's a win that perhaps the the tokens aren't going to
be deemed as securities, but it's still, it doesn't mean that
it's like a free for all by any means, like there's still going
to be rules and regulations. Yeah.
I would agree that I think that what it really does shift the
focus on is away from the tokens themselves and actually more
towards the platforms where they're traded.
So where the CFTC will come after them come after crypto
will be for if you are seen to be a commodities trading
platform and you haven't and you then haven't filed to have the
correct license to do that, like these DEX perps, for example, or
then they can they can stay, you know, you can't be a perp
exchange, you can't be a derivatives exchange trader of
commodities and not have a license to to do that.
So I think that's what they'll probably come after, but it does
shift a lot of focus away from the tokens themselves.
So like commodities don't have the same level of disclosure to
to be launched. But if you're going to be a
particular derivatives trader of those of those commodities, then
you will have to have certain licenses.
So. They're still going to be, I
think they'll probably have a heavy hand, but it'll only be
against like a subset of crypto I think.
And they'll come after prediction markets and stuff
like that, I think as well. Yeah, I mean, they already have,
right? It seems like these on the on
the poli side especially. Also after what Kashi did, it
seems like they were called out when I was in Vegas, so I missed
that part asking them to Richardson.
Dude, did you guys see that? That was fucking crazy, right?
Paying for fun. Paying for fun.
You see the thing with AB and by the way, AB was the you guys
want to laugh. I actually Antonio Brown was
also was the casualty happening. Antonio was at the Aria gambling
books and bark in the high limits.
I ran into these fools and fuck in at the Aria.
I swear to God, I I'm, I'm in the high limits slots.
I'm, I'm gambling with your boy, man Ben Lamb.
They are at high limits, right? We're we're, we're, we're doing
the thing. Someone taps you on the back and
turn around and it's books. I was like, what up?
It says fucking books. Oh man.
And the, and the whole that that whole crew and they were waiting
for AB And then I go on X and I see the whole thing with Kaushi
paying for fun. So bad form here.
Bad, bad, bad form here on the on the cash, by the way, that
that founder is wax fuck, by the way, because like, you know, I
think that's not right. But anyways, back to the CFTC
stuff this morning. It was a great clip from the
former CFTC chair saying that the US Bitcoin is sort of makes
a lot of sense and that Bitcoin is the world's first digital
commodity. So I know he's ex chair, but
like dude, like stuff like that on national television, whoops,
it keeps adding up and adding up and adding up.
So that is that is definitely some good news and positive
momentum on that front. Anyways, Tyler, what else you
got for us? Yeah, the the AIS are are coming
to take our jobs. So so Oh my.
God, we're all fired, right? Us three, we're out of a job,
right? So two things.
So AIXPT is the new agent that does analysis on tokens.
I think we we've talked about it a little bit this week.
It reached a monster new all time high last night.
I think it hit 130 or 140 million sold off a little bit
when folks woke up this morning it's the number one gainer in
mindshare across crypto Twitter this week and then this FOMO
radio launches which is generating 2 minute podcast
clips featuring CT personalities and talking about topical
events. So the the robots are coming for
our jobs. You.
Did Mendo? You pushed this DI narrative too
far. OK.
And now they're coming for our jobs like Tyler.
Our jobs, dude, they came for all our jobs.
Like we may be out of a job like literally this formal radio AI,
but we're not associated to the coin.
I don't own the coin though. I should have aped it because
our shows really called FOMO hour.
Pardon our likeness, let's just say that, right?
Definitely played on that do a little.
Donation while you know, we'll, we'll take anything like that.
So radio it's. FOMO, our rug radio jammed
together. You know what?
Like hit us up. Let's work, dude.
Because like, So what does this say?
Such as? The canvas critique, IE draw
line, who assures us that this bounce in Bitcoin is just a cute
little tease before plummeting. And he's a Brit.
I think it uses different voices so you can play with it.
You can kind of create your own. Humor meets the blockchain.
The time is 3:10 PM and replacing Mandel's accent.
So they borrowed Mandel's accent.
Dude, we're definitely out of a job.
We're going to have to talk about this man, though, how we
pivot from that because that's not great.
Tyler, what are we going to do? Like they're they're going to.
Be a minute, right? Like I, I do a daily roundup of
what's been going on in crypto and and macro and I think I'm
just going to join them. I think I'm just going to help.
Like, I don't know, I think we're all screwed basically.
They're coming for your minutes next.
Both of y'all my minutes is going to.
Be I can I can already see it happening.
I'm going to have to pivot to AI to make them get them done.
Yeah, that's actually. Wait, you've never used AI?
You guys don't use AI for your shit?
No, I use Deep news and I've been speaking to them about a
partnership to help push it, but it's no no AII use.
I use Feedly mainly which is an RSS aggregate which is very
good. Do you use any AI Tyler?
Yeah, I use it to help write my longer features and I help it.
I use it to help get up to speed on topics for the show.
Oh. Yes, one of my favorite traders
just tweeted that he's longing goat.
Let's go. That's good news.
Owen Speaking of AI, just now I have my notifications on for
him, he said. Longing goat.
Looks all right. This guy's literally one of the
goats, in my opinion, on the timeline.
But he's good. He trades well.
Go to before we move on. Go to the Pull up the radio
chart. It has caused it to pump.
Put up the radio chart. It's low.
No, fuck it. No, it's, it's in the discussion
zone. It's it's already over 10
million. OK.
Right. Might we?
OK so wait, this is what we missed on?
Like we could have launched a FOMO token regardless this show
and had all this money. I will disclose that I hedged
against losing my job on this show.
Did. You actually.
Oh my God. So I bought the the stone bottom
of that first step so I got a nice interest.
That is the funniest sentence I've ever heard.
Your hedge losing your job to an AI that has the same name as
your show by buying the token. That is so good.
That's genius. November 2024, folks.
Let's try to keep up. Oh my God this is so funny.
It's actually smart. Like imagine like this thing
puts us out of a job. It's like it's OK.
I made $1,000,000 with the actual ticket.
It's OK, honey. So what do you think, what do
you think is going on here, Tyler?
Because we've just seen AI 16, this whole thing which I said,
which is like, oh, the AI box will start fighting on each
other and like you can still make decent money in this,
right? They're all they are all going
higher, but it's just each day a new one outperforms the other
one, right? So virtuals, virtuals is more an
infra infra play which I think is slightly separate.
But this AIXPT, do you think this one can go to like 400
million? And and what about this bully
one? The bully one that I think is
not as good but maybe it does? I've got a few thoughts, so one
I'm trying to pull up the watch list if you've got the AI watch
list handed it for hope that would help.
Which one? The AI watch this, Yeah.
So I like AI16Z I I already see it.
It's like the early stages of what people were saying was zero
bro. But people genuinely like the AI
XPT analysis and a lot of it is good.
Like I've seen the hallucinate. So like do not again, do not
take everything it says verbatim.
Do your own research, but it does a lot of analysis.
It it's good at it, it's a good ticker.
What is? AI, right, Sorry.
I don't even know what you guys are talking about.
What's a XBT? I'm so behind on AI.
So it it's lower on my list because I'm tracking the
wormhole version. It's at 115 million.
It's on base, but you can buy it on Solana via wormhole.
It's still bringing up its tweets and see what this thing
actually does. So what is it called?
AIXBT. AIXBT.
It doesn't this on. Yeah, there it is.
Yeah. So just scroll through some of
the tweets, you can see what it does.
Oh, is that the one we talked about yesterday that does like
calls? I think it's less about calls.
It does some of that, but it's more just about pure analysis I.
Tweeted about the Cryptopunk loan.
That's funny. Like that's, that's handy
information, that's. Actually pretty.
We are so done. Look at this thing.
I mean, honestly, that's great. I, I think this is great.
I could put my media companies on autopilot.
Yeah, just focus on the vibes. Focus on the events, focus on
the events, focus on the IRL stuff, focus on the branding and
then let the AIS do the job. This is great loxy, you hearing
this? I, I think the market likes this
one. I actually disclosure I, I put
in, I've owned it for a while. I bought more at 100 million
this morning, 110. Jesus, you're like the AI.
Jesus, you're like the Murad of AI at this stage.
Tyler, how many AI tokens do you own?
I turned some last night. I, I typically have about
somewhere between 10 and 20 because I, I go after a lot of
the like the ones in the two to 10 range and a lot of them hit
the multiples and like I've been rugged on some, but the wins are
definitely outpacing the losses. Right.
The only one I'm annoyed about because I actually saw it
matterly like I think here and I was like, let me take a punt.
I don't know, I just did it, but whatever I don't care but.
This one feels like a it's got a cult behind it, so I'm not going
to necessarily fade that. I only understand it as like a
just a bullying personality token.
So it's like a giga no giga. I'm less interested in that.
I know CT loves to bully people. Reading.
But I think this is actually puts zero bro in jeopardy a
little bit like actually I feel like a little I'm a little less
confident in in holding a big zero bro position.
I agree. With the onset of all these
other agents. Zero Bro may have topped here.
Sorry Frank, Bully's coming for your ads.
I think I put actually, was it just last week, which was let
me, let me. This is so relevant now because
I remember when Bully first came up.
Bully is the new. Bro from last week which is the
new AI16Z for the week before which is the new No way.
Such a good one. We've got AIXBT is the new bully
from from last week bully is the new zero bro from the week.
I should I should update this tweet It's.
So true, honestly. Like that's partially why I had
to go. I mean, go.
My conviction by the weekend underexposed yesterday.
It all, it all rolls up to the top.
So here's what I did yesterday and I texted him about this.
I doubled my gold position after the show.
So yesterday I kind of used the show as like personal research,
selfishly asking you guys a bunch of questions that you guys
have noticed to see how you guys felt about this because you guys
are the trench AI warriors. AI trench warriors.
I mean, especially Tyler and and I decided to I decided.
So here's my conclusion about this entire meta.
I generally think that the entire thing, like almost the
entire thing is a farce and a grift a la 2021 NFT.
Like, oh, we're going to own a piece of this company.
If you buy this NFT, same energy.
Like I'm getting the same energy as when I was buying NFTS.
Like, oh, you're going to own this part of this IP, same
energy. You're going to own part of
this. I know motherfucker.
Like the AI is going to cook and you probably not, you know,
getting anything but goat. I like the the fact that Mendel
you, you you sold me on the fact that Andy actually never wanted
to like make it a crypto project.
It's a genuine AI research project with actual researchers
behind it, and they're decided to like push that forward.
So I've made a decision to double down my goal position.
Let's go did. You do that already or are you
doing? Are you doing that now?
Because. It's yesterday after the show
yeah, not here. So because my average was high,
right like when I bought was a billion, right like I I went, I
went deep out a billion when I remember when you and I thought
it was going to go, but then it ended up like the market end up
dumping. So that's.
Been around here though. Yeah, it was around here, but I
but I doubled down, like lower. So we're good.
Very lowered. Yeah, you're up next.
Yeah, I should be up. And that went pretty big.
So it's like it's now one of my biggest positions.
I mean, it could fit my bunk position at this stage if it
keeps going anyways, so, so there's that.
So there's that. Anyways, Tyler, I think we're
going to rename you Tyler, but TAILERI just thought about that.
I'd love that. I mean all this like I would
love to have my Tyler AI write my newsletter for me everyday.
Incredible. If so, who's building this?
We. We actually probably can.
So we let me let me ask like fuck, our deserts are so busy.
Let me see what we can do, because I'm actually very
interested by that got to. Speak Deep News.
You know who she's? Talking about.
You should talk to Jose at Decrypt.
So Decrypt has a writer that focused on AI since forever
before it was cool and he gets picked up by Google News all the
time. Part of the crypt emerge.
So because we write about AIA lot, right since forever, and so
he gets picked up by Google News.
He's kind of become like the writer for AI used to reach out
to him. You should be shot to him on
slack because like these guys are cooking on the AI front,
bro, Like we're we're using a bunch of AI stuff already within
myriad so that we can like serve you the right markets using AI
based on what you're reading. So there's like a bunch of plays
there, but it's starting to get I'm starting to get really
intrigued by how you can use AI for that.
But not stated tied to a token. Like I don't you know what I
mean? The bully token.
How how high can something like that go?
Right, like a zero bro. Yeah, well, I don't know.
I think they can all go very high, but I also think they all
compete with each other other than like, yeah, there's one
like crypto punks. They went to 450K, right?
But you still had doodles which went to what, 30-40 years?
UK went to 30 years, Ford H went to 150 years.
Like don't discount that the that the the ones below, even
with a slightly different narrative, can still go to like
really high valuations. Yeah.
No, you're absolutely right. You know which ones hold their
value slightly better? But but yeah.
I mean this because this list is crazy, Tyler, and that's just a
Solana list, 64 coins on there. I know and there so go to go to
a website cookie dot fun. Yeah.
It's a good website. It's AI, just got it on the last
day. So this is our new AI agent
index. It's got your mindshare.
So we're kind of ripping a little bit off of Kaido, but
it's also got like the financial aspect of it.
So this is a good way to see who's got mindshare.
You can. You can filter by market caps.
You can do a lot. On that, this is really nice,
Tyler. 5.3 billion, So I was surprised by that number.
It looks like they're including tokens like Turbo and Go in this
mix. So like AI agents, it's kind of
like a broader AI index. AI agent.
But I mean, putting nomenclature aside it, it's still pretty
valuable. And I'm particularly looking at
the the mindshare metric who's trending now you can trend for
bad reasons too. So so folks need to understand
that like one of the leading mindshare tokens was the that
Mattel token, which which naked after some of the the Shaw AI16Z
drama. Also, just because something is
high and mark share doesn't mean that it's necessarily good, but
it's a it's a decent way to identify and and find new
tokens, which is like if you don't have a a group who's doing
all this with you, it's kind of hard to do on your own.
So I think this is a nice nice tool.
This is really cool, is there a cookie that funds like non AI as
well or is it just for AI? Kaito, probably.
But Kaito's, I mean, I like these guys just a little
expensive in B to B, but I think they're coming up with the B to
C product. So that'll be good.
Some good stuff there. OK, so this is good to know on
the AI front, definitely pay attention to it because because
I think, you know, they're up to something while the market's
ripping. Jesus 96 K almost.
Wow. Yeah, nearly 96.
Yeah, we're back to 240. Solana.
You know what's funny, guys? Like, I swear to God, man, Not
that I see what I'm saying. I'm going to cancel.
All right, so the code for today, raffle ball dot XYZ.
No, it's a bunch of fucking sorry.
Like man, the level of crybaby on a timeline went Bitcoin to 92
K. Like honestly, like did you all
come this far to come this far? Did you?
No, you 2. This is addressing the 3000
people listening on the show or watching the show on video.
Do you guys like yes, are you serious?
Are you serious? Go to your family's homes this
weekend and make sure you show your bags.
This is the one job you have this weekend.
Tyler's off tomorrow. You what Tyler's doing when he's
off? Do you know what Tyler is doing
tomorrow and Friday when he's off the show?
He's shilling his bags to his aunties, to his uncles.
He's going to be shilling his AI bags so deep down their.
Throats, if you love your family members this Thanksgiving, just
just share your bags. You know if.
You love your family this Thanksgiving.
You tell them to buy goat. You tell them by show guy.
You tell them by monk. OK.
You tell them to buy. What?
What else do I have? I have some bonk.
Tell them by bonk. You tell them by epic or
something like lower mid cap you time to buy.
OK, Tyler, you're allowed to pick one of your bags.
It's a dollar. You can buy dollars for five
cents right now. It's at $0.05.
What the fuck, bro? I I don't got to tear it away.
Yesterday I was texting you about buying it because I was
like, this is like so dumb. I like it, you know, because
it's such a dumb token. I like that stuff.
But then Elon tweeted back at the chill guy and I got carried
away like I want, I want. You're for it.
Yeah. It went down to 27 cents.
About to buy it. And then that happened and, you
know, I actually didn't sleep till like 1:00 AM in the
morning. I'm not gonna lie, boys.
Oh, really? Yeah.
No, I couldn't, dude. I couldn't sleep.
You know what I mean? Man, I was like.
It's your guy like 100% of your portfolio at this stage.
It wasn't and then, and then. No, no, I wrote, I wrote I, I
put a tweet out about my bags. I, I, I give the breakdown my my
current bags breakdown. I got AI got some heat from the
whiff community for for apparently not having enough
whiff. But I mean, there's only one dog
on on salons bunk. But here I I wrote a tweet about
my bags here. I never did that ever, actually
since last cycle, but I give it a shot.
I was like, Mandel's doing it, so I'm going to do it too.
We've got. To get you back brother.
What is this? This is my greatest new phone
bag in order of slice. Mog Lovett Bonk.
I'm a fan. I faded Bonk for a long time but
it feels as though I'm not going to fade it.
I show guys got 150,000 holders. Now whenever I open up holder
scan, it's got another. So actually, so my chill guy
after the pump with Binance is now my biggest mean coin
position, which I didn't mean to, but it is what it is.
I mean, I'm up a lot. So I mean, I'm happy for myself.
But yeah, so actually my chill guy flipped my mug.
So if I had to do an order, it's chill guy, mug, bonk, Pepe,
goat, dojanis. And then I have pups wrecked in
that exact order. Just like pups and wrecked are
not 6 figure positions. I didn't put in the top six, but
that's it's not that it's my six favourites, it's just my size.
So yeah, I have a lot of chill guy.
A lot. Chill guy, I think is although
it got by in its perps, which I actually think is low key not
good like because just and not not because I think this team is
dumping more just because like people were expecting spot and
people know that when you perps is often a top right.
So they'll be like, oh, it takes longer for it to get the spot.
They probably won't get the spot for a while, I don't think.
But what I do think is that that being listed by Binance,
probably a Rhodes or the the flood around the artists and
stuff like that. So I think a lot because the
only major exchange that's listed them is Bibit, right?
So they could get, they could get a lot of other exchanges now
look to list them for spot I think because of it.
I mean, this is what do we think here?
I mean, Tyler Mano, here's your thoughts.
Obviously like we all have bags in this, but we have had these
bags for a while now because we've been like, you know, we,
we got, we got into this pretty early.
What do we think now? Like it got Binance spot.
Sorry, no, no, it doesn't. It got Binance perps up to 75 X.
It's got bivit spot. It's got a lot of the exchanges.
It's got 142,000 holders. And if you compare it to the big
ones, like it's, it's pretty crazy, right?
It's closing in on whiff in terms of holder base.
Like what do we think happens here?
I, I think with this number of holders, again, it's very, very
tough for it to go below 500 million, but I think it could
take longer for it to get a spot.
I, I was surprised at balance enlisted spot.
Let's do it that way. I thought they would because
they can for very new tokens and maybe they just decided not to
they got cold feet. But but you know, when Mr. BS is
saying this is the biggest meme of our generation and I'd gone
to Google search trends and it's, you know, even now, which
is when did this get big? Like a week ago, just over a
week ago till guy was starting to get big.
It's at if a hundred was on on this Google search trend, like
barometer was was on the 22nd, which is five days ago.
Now it's 87. It it hasn't like just been a
flash in the pan. This thing feels like it's
actually weirdly staying pretty elevated as a meme that people
are paying attention to, right? That surprises me because with
memes, often it's like, you know, peanut, apart from the
token, I haven't really heard about it since since that first
day, right? You can really stop.
Talking about it if I'm not mistaken.
Right. Yeah, exactly.
But till Guy doesn't feel like that to me it feels like this
could be a bit of a brand. I mean every single EPL.
I mean, you know that because you watch football, right?
But like every NFL team Tyler has been posting about it and
every EPL English Premier League team is I was actually there's a
player yesterday that he did a chill guy celebration on field.
So it's like for me, it's like super relevant still.
Like when you have, you know, obviously like face bags put
some of his on his Instagram stories.
The Pistons are posting about it.
That's like yesterday here, Look at this.
This is so great. Hold on in the Premier League.
Look at it, the chill guy. I thought it was great.
Tyler, what do you think happens here?
I think the easy thing to do is call local top, but I don't
know, I don't want to do that. I'm not really in the business
of calling tops here and let the golden bull run.
If the meme continues this level of virality, I think it can
still grind up on chain. And there's also new X factors
like a potential like a Robin Hood listing or who knows, maybe
Coinbase gets gets wild right Like there there's a few other
outs besides just finance. So yeah, I'm not going to, I'm
not going to go short the the children.
Yeah, going short anything is usually not a great idea.
I mean, usually you're right. Mando, like finance perps, has
topped a lot of coins. If it's holding up well, it put
another high after it too, so we'll see.
The real thing right now would be if like OK X lists spot, If
OK X lists it for spot, because that would be like, oh, this is,
this is going to be. There's no stopping this.
That's what I would reckon. OK, well, that's.
Just OK, X lists it for perps, then you're kind of in like a
mood aim situation right? Is that what happened in the?
Day well, I think Moodang is very similar yeah, has has has a
lot of the habits for perps, but not for spot Goat, for example,
got perps and got by this spot and then you know went sideways
for a long time. It does probably need a spot
listing I think to to keep up the same level of momentum but
maybe I'm wrong. Like 100?
None of those got to 150,000 holders holders.
No, I was talking to talk about this morning.
It's like, it's so hard to compare this talking to another
one because the other ones are not viral TikTok memes.
Mudang is a viral TikTok animal. Yeah, we love Mudang.
She's so cute. It's just another animal.
I don't know. We'll see.
Maybe this is the, I mean, like Mr. B's calling it like the
biggest meme ever for me was like, oh, OK.
Like, this is like, maybe I should like, really have more.
I already had convictions. I was like I should like really
like be more all into this. Yeah, yeah, I guess some more
data approach is what I just showed you though the Google
search trends like it's always tough, like who cares?
It could also can be completely forgotten that he said that in
some random comment. But if you see it at 87, right
and all the like Peanut and Moodang, I really, really love
that tells you that this is this is different.
It's actually gone way more viral than some of those.
What do you think, Tyler? If it's maintained this level of
attention in like 2 to four weeks, I think that's a real
sign that maybe this is got more staying power.
And I think it's still so early, right?
This is what makes it so hard to to make a decision.
Like, yeah, it's got 150,000 holders.
The meme is super viral. Is it going to be able to last?
We'll see. Yeah, no, love to see that.
It's so funny. I can tell you that Normie is
definitely having fun. Crypto, I have a friend just
texted me because he was trying to Chuck like 1K in some some
random like low caps. I'm not going to name it and I
told him not to and he just texted me just now saying don't
kill me. I chucked $1000 into redacted
for the laws at its lowest yesterday's turn to 4K overnight
like we're definitely in that season right like that just now,
like literally just that was I'm talking to you guys and I was
like I'm happy you did that. You should be ape on your own
without like asking me. Just take your 1000 out you.
Know I'm going to give advice to many different people here.
Do not get people into crypto who who are your friends and
family members. What I said before about
Thanksgiving bygones, do not fucking do it.
Wait. Wait, get this man off the show.
All right there. All right, he's gone.
Just kidding. But just by all means get them
all into your. During a bull market, it'll all
come back to bite you at the end.
It'll all. Be getting wrecked dude I I can
already see it like the second there's a chug I dip like I'm
going to get wrapped on the timeline bro.
Oh, A. 100%. You know that, you know what?
I don't even care, but it's just, you know it, you know it's
going to happen. You know it's going to happen.
The other anyways, the code, the code today is is dollar.
Is it dollar? Is that what it is?
Is it dollar good code? It is, yeah.
Bo, I'm about to go there for you, Tyler, because I I I missed
that. I think Bernie, Bernie tells you
on that one. That's what we were texting last
night, right? And then the Chuck guy thing
happened. But anyway, so what's up with
this? Huge run that it's just ticker
$1.00 The tagline is just buy $1.00 worth of this coin.
So I I think I saw this for the first time I could a day and a
half ago. You're.
Cooking, dude. And the holders were, the
holders were cooping up. And then yesterday we talked
about on this show for the first time, the holders were at like
2025 thousand or something. I was like, this is a lot for
just a couple of days. And like literally like 40% of
them seem to have, they had less than $10 on the holder scan.
So like they they're literally just buying a dollar of this
token. Is it they've got 64,000 holders
now so that this thing is three days old. 3 1/2 days it's up to
64,000 already. It's one of the more explosive
holder gross that I've seen. Like chill guy, of course was up
there again, like maybe the team is is gaming this in some
capacity. Like I haven't ruled that out.
It's actually got a pretty similar split between the the
percentage of holders who have less than $10 versus who has
more than show guy. So show guy's got like 40% of
the holders have less than $10. Did you know that?
Wow, significant chunk have less than 10 and and dollar ticker
dollar is pretty similar. It's right around like the 40%
number, you know, we'll, we'll see what a huge holder base
means. It definitely was a huge part of
the narrative for chill guy early.
This is a very, this is a totally different meme.
So it's it's very hard to compare it to to chill guy that
they're really the only comparison.
The holder growth is, is is comparable, right?
That's the main comp right now. We saw it go parabolic
overnight. It got the moon shot listing
couple hours ago. That's that's set up to like mid
70s. You know, not a huge surprise
after the I mean it rent from 20 to 75 in six to eight hours.
So not a huge surprise to see the pullback.
What if it goes to a dollar? What if it goes to a dollar for
oak? Wow.
It's what I mean. You know what?
I, I I want that for you. You're cooking, dude.
What? What are you going to start
sending us your buys, Tyler? Like, I feel like, you know,
Mindo, like, Tyler's out there. He's trenching, he's into like
every AI play. He's cooking on fart corn.
He's cooking on this dollar shit.
He's cooking on chill guy too, actually.
And and and we're not, we're not getting lit.
It feels like pay coming. That's all I'm saying this guy
needs. Do you think Tyler is going to
make a telegram next? DJ calls.
I would. Say you pick up a lot of the the
really left curve stuff. He's good.
So you for a first for me, right?
Yeah, yeah, I'm good at. That very good at that.
Tyler's more the right curve stuff and some stuff I would
say, like he's in the trenches with all the different AI agents
and I'm just like, oh, I don't know.
What call it Tyler D's household and that's your telegram call
because I love when you say that like Tyler D's household like
weekend thing and we call it Tyler D's household and we get
like a you put all your calls. Oh no, someone this comment is
crazy bro. Oh no, we don't talk about this
one. We don't talk.
I was called the Jim Cramer of FOMO hour a few weeks back.
I took that personally. You took that personally and you
cooked this. AI is definitely your thing
because I think no one knows, I don't even know what's going on
half the time. But no one, no one could be
bothered to work out what is going on until it hits 100
million and then. I was looking at Tyler's list
last night. Man, though I'm like, Tyler, do
you mind? Just like cutting this?
Like motherfucker's got you made a list, right?
It's great. I go by every.
I swear by his list. There's like 70 fucking AIS in
there. Level shoot, you like the beauty
of this Yeah. And then is if you do 5 minutes
in research, you've already outperformed 99% of the.
Curve. Yeah, that's what I mean.
I like. This Tyler Kramer.
Tyler, be nice y'all. He's not Kramer, he's cooking
bro. Jesus Christ, why is everybody
so mean to Tyler today? Oh my.
God, we were giving numerous flowers.
Where, where? So where is this list of AI
coins that I need to be part of? You have it, but I'll send it to
you again. He sent it in the here.
It's a desk squealer list and he made public.
Yeah. Watch this.
This is not like my personal holding loss or anything.
It's just this when I find it, I mean.
To. Be fair, I think you should
clean it because you still have like slavia in there but but so
don't mind like the bar and. Neck.
It I would totally ignore the bottom point.
No, that's the one you need to focus on.
That's the point. Yeah, micro micro caps that are
curling up, those are some of the better plays.
Yeah, we got money. Kill me, dude.
What what are the what were the plays in like low cap like if
you were to compare them for NFTS right?
What what? Like which NFTS would you
compare each coin to at the moment?
Like, no, we're not going there, are we?
We could go down the whole list of 75.
Can we bring it up on screen? Yes, Sir.
One second. Just quickly, Rafflebot dot XYZ.
Rafflebot. We're clearly giving you a few
more minutes. Rafflebot dot XYZ.
Make sure you you put the code dollar, DOLLAR.
Anyways, all right, start. From the great discussion,
someone was saying that, you know, people think that GOAT is
the crypto punks. Then if there's DS, someone kind
of like what if FART is the crypto punks and GOAT is
Autoglyphs? So I don't know my my mind's
been spinning ever. Ever.
Ever since that fart coin feels like Rep Peppers and goat feels
like crypto punks to me. Act act feels like Mecca voice
Act feels like Mecca verse to me.
Yeah, ACT is Mecca zero bro, right?
So it's got to be what if y'all club?
Zero Bros D Gods pretty clearly right.
Interesting, I want to say board aids for zero bro.
Oh yeah. Board apes maybe.
Yeah, Bully. Holy is D gods.
But it's yeah, let's buy. Thank you Ava kind of gives me
some cool cat vibes maybe? Yeah, yeah, it's the same.
It's the it's like, oh, it's the nice one that everyone likes,
but no someone. Said Slop father is art
Gobblers. Oh God, yeah, that's a good.
That's a good analogy. Can.
Someone say which one is your lady please.
Thank you and I will full port probably AI16Z.
AI seems he is them a lady for sure.
You could. You're just cusp of being rugged
at all times, you know? Yeah, and then there's multiple
collections. Who's the who's the Kevin Rose?
It's. Going to be one of these AI devs
that everyone's everyone thinks is a hero at this stage.
What about the low caps? Like what?
What would you say is your like what did you cook on in low cap
NFTS on the. World there's a 12K low cap.
What's the method? Yeah, this is these are all good
questions, the MFR. What's the right guy?
Kevin Rose is Flavia Flavia because everybody had high hopes
and what 0. Pudgies.
What's the pudgies of this cycle?
I don't know if we have all these yet, That's why this is so
tough. I'm, I'm taking this as my my
deep homework assignment. Yeah, we got full mapping all.
Right, We're we're making this is your homework.
Clearly FOMO hour is the Radio One like rug radio is the Radio
One. Like clearly.
Yeah. It's like where's Kevin Rose
already dead red guy? We don't know yet.
Red guy's like the most degenerate one.
That's like it. Probably the most volatile and
degenerate 1 is probably red guy because red guys love it.
Like they'll get rugged together, then they'll pump
together red rug together. Eliza.
Then maybe we'll be Eliza. Eliza.
'S very red guy ish, you know what I mean?
What's chaga chagas like? Where does chaga stand?
Who is Chaga? I don't even really know what
Chagath is. Of all this list, I've spent the
least amount of time on Chaga. It's it's like an OG meme of AI,
but it's not an O, not an OG coin, if you know what I mean.
It's like an art blocks drop. Yeah.
I guess it's art blocks. Smart.
I like that. What's Vaifu?
Is that Vaifu platform? That's the that's the thing
about some of these are like the open C token or like blur.
You know like like virtuals is like is open C and and V Vaifu
is probably is probably blur. Yeah, that's fairly fitting.
Yeah, but calling it art blocks, maybe sell everything?
But onto your metrics, that's. Exactly what's going to happen,
right? All these are going to go to
these, no? Someone said Shogit is V1 crypto
Pogs and I'm not going to lie, that's a pretty good call.
Yeah, it is. That is a good call.
That is because it's always going to be 10 like goats is 10
times that or 20 times and goat could be the Pogs kind of like
that anyways. All right, let's get we got.