1 00:00:01,080 --> 00:00:05,400 What up, What up? Good morning, Good morning, GMG. 2 00:00:08,520 --> 00:00:17,120 Monday August 19th 2020. Oh yeah I got a lot of 2020 3 00:00:17,240 --> 00:00:21,760 fours left in me this year. Look at that another beautiful 4 00:00:21,760 --> 00:00:26,160 day to have a beautiful day. I got my Co host to the house, 5 00:00:26,320 --> 00:00:28,680 Tyler Mando. Good morning. 6 00:00:28,680 --> 00:00:31,600 How you guys doing today? How was your weekends? 7 00:00:33,040 --> 00:00:37,520 Amazing, man, Amazing. Yeah, you have the welted 8 00:00:37,560 --> 00:00:39,640 Spaniard. So it came through Lisbon on the 9 00:00:39,640 --> 00:00:41,440 weekend. It's like the big cycling race. 10 00:00:42,480 --> 00:00:44,880 Oh, it's like a Tour de France, but the Tour de span. 11 00:00:45,400 --> 00:00:46,840 Yeah, yeah. But for some reason it was in 12 00:00:46,840 --> 00:00:50,800 Portugal when I didn't know. But then it came through, came 13 00:00:50,800 --> 00:00:52,160 through. So it was really busy in town. 14 00:00:52,880 --> 00:00:54,400 How come it goes through Portugal? 15 00:00:54,880 --> 00:00:56,720 I don't know. It doesn't normally, but it was 16 00:00:56,720 --> 00:01:00,600 this this this year. But does Stage 3 live, that's 17 00:01:01,080 --> 00:01:03,000 what, Huh. Another chance for the sprinters 18 00:01:03,000 --> 00:01:04,360 in Portugal, actually today again. 19 00:01:05,400 --> 00:01:08,440 Yeah, I mean it was through Lisbon and and cash case for the 20 00:01:08,440 --> 00:01:11,240 first couple of days. Yeah, so there's there's three 21 00:01:11,240 --> 00:01:13,720 stages in Portugal it seems. What two stages? 22 00:01:13,960 --> 00:01:16,120 It's their sprints. Interesting. 23 00:01:16,680 --> 00:01:21,120 It's a Sprint race today. Have you seen the Tour de France 24 00:01:21,200 --> 00:01:22,960 on Netflix? The show where they follow the 25 00:01:23,000 --> 00:01:24,720 the cyclists? It's pretty impressive. 26 00:01:25,520 --> 00:01:29,120 I haven't, I don't think in when I was in France I went right by 27 00:01:29,240 --> 00:01:30,560 my house too. Oh. 28 00:01:30,640 --> 00:01:33,240 Yeah, in the South. Because it was in, I think it 29 00:01:33,240 --> 00:01:36,000 finished in Nice this year, so normally we finish in Paris, but 30 00:01:36,000 --> 00:01:38,200 then Paris was having the Olympics so they decided to do 31 00:01:38,200 --> 00:01:40,360 it in these. It usually ends in Paris under 32 00:01:40,360 --> 00:01:42,960 the bridge with Lady Diana was killed. 33 00:01:44,240 --> 00:01:46,520 You know, under there. They come out of there and then 34 00:01:46,520 --> 00:01:50,040 it's like the end of of the of the of the Tour de France. 35 00:01:50,040 --> 00:01:52,360 Tyler. How was how was the weekend that 36 00:01:52,360 --> 00:01:54,680 Tyler did a household? It was good. 37 00:01:55,800 --> 00:01:58,040 Did a lot of city stuff, actually did a little fireworks 38 00:01:58,040 --> 00:01:59,840 cruise on the river on Saturday night. 39 00:01:59,880 --> 00:02:02,800 It was fun. All the reports of Chicago like 40 00:02:02,800 --> 00:02:06,480 under lockdown, boarded up all the businesses that they're, 41 00:02:06,560 --> 00:02:09,680 they're greatly exaggerated ahead of the the DNC. 42 00:02:09,680 --> 00:02:15,120 I'll, I'll just say that, but we did leave town because the, the 43 00:02:15,120 --> 00:02:17,640 Secret Service, they closed my kids school for, for the week 44 00:02:17,640 --> 00:02:20,280 because we're, we're only like half a mile away from where the 45 00:02:20,280 --> 00:02:24,480 DNC is and they shut it down. So we, we went to grandma's 46 00:02:24,480 --> 00:02:25,600 house. So I'm reporting live from 47 00:02:25,600 --> 00:02:29,000 Indianapolis IN here today and all week. 48 00:02:29,560 --> 00:02:32,560 So you you left the Indy because of the DNC? 49 00:02:34,040 --> 00:02:38,000 Yes, just because most because our our school was closed down 50 00:02:38,000 --> 00:02:40,880 and have help with the kids, but also I mean, there's there's 51 00:02:40,880 --> 00:02:42,880 probably going to be a couple big protests. 52 00:02:43,200 --> 00:02:45,480 And yeah. It's going to be fairly close 53 00:02:45,480 --> 00:02:47,720 proximity, just probably better just to avoid that. 54 00:02:48,160 --> 00:02:52,040 Yeah, yeah, that's fair. That makes that makes a lot of 55 00:02:52,040 --> 00:02:53,440 sense. I it's different. 56 00:02:53,480 --> 00:02:55,200 Calculus. When you got two toddlers at 57 00:02:55,360 --> 00:02:57,640 home, like it was just me and the wife, I think we we, we 58 00:02:57,640 --> 00:03:01,800 probably stayed. It it definitely, it definitely, 59 00:03:03,520 --> 00:03:04,840 it definitely makes sense to leave. 60 00:03:04,840 --> 00:03:08,720 So that's today some some odd stuff this weekend about Kamala 61 00:03:08,720 --> 00:03:09,600 and stuff. I don't know. 62 00:03:09,600 --> 00:03:13,640 I, you know what it is like. I have never been so invested. 63 00:03:13,640 --> 00:03:17,840 Literally I'm, I'm betting on the words every day in in, in, 64 00:03:17,840 --> 00:03:20,240 in in US politics more than this year. 65 00:03:20,240 --> 00:03:21,520 It's probably because we're in crypto. 66 00:03:21,520 --> 00:03:24,800 So we're pretty much at the intersection of it all And and 67 00:03:24,800 --> 00:03:27,080 I, I really can't wait for it to be over. 68 00:03:27,600 --> 00:03:29,280 I really can't wait for it to be over. 69 00:03:30,000 --> 00:03:35,720 But anyways, today on the show today, today market report as 70 00:03:35,720 --> 00:03:38,480 usual, crypto, macro, all this good stuff. 71 00:03:38,800 --> 00:03:41,360 We'll see what happens. It's a full moon today, Sturgeon 72 00:03:41,360 --> 00:03:43,800 moon. It's called the Sturgeon moon. 73 00:03:45,000 --> 00:03:47,200 I don't know why Sturgeon I think it's goes way all the way 74 00:03:47,200 --> 00:03:50,160 back to Champlain and I I read that. 75 00:03:50,160 --> 00:03:53,640 I read that salmon de Champlain and and the Great Lakes actually 76 00:03:53,640 --> 00:03:56,200 right by you and I, Tyler, it's a whole story about the Great 77 00:03:56,200 --> 00:03:57,400 Lakes. Yeah, I found that interesting 78 00:03:57,480 --> 00:03:59,000 something sometimes I was just Googling. 79 00:03:59,000 --> 00:04:02,840 Will my backs pump during the Sturgeon moon and Sturgeon moon 80 00:04:02,840 --> 00:04:04,360 meaning. Frankly, that's really why I 81 00:04:04,360 --> 00:04:07,680 know that Fun fact. Tyler's top 100. 82 00:04:07,720 --> 00:04:09,200 Let's see what Tyler's got in store for us. 83 00:04:09,200 --> 00:04:11,280 I think he's got quite a bit of stuff to talk about today. 84 00:04:12,080 --> 00:04:13,880 And then last but not least, that that's it. 85 00:04:14,640 --> 00:04:16,000 Maybe we do agree. Disagree. 86 00:04:16,040 --> 00:04:18,000 No, no, no, no. It's Monday. 87 00:04:18,000 --> 00:04:19,800 Sorry, sorry. I knew I said that for a reason. 88 00:04:20,079 --> 00:04:22,840 Arbitrary roundup. I mean, something about a duck 89 00:04:22,840 --> 00:04:23,640 chain. What? 90 00:04:23,840 --> 00:04:25,960 I I opened the group chat this morning. 91 00:04:26,840 --> 00:04:29,600 The the FOMO, our chat with her, with her producers, everything 92 00:04:29,600 --> 00:04:31,720 that says duck chain. I'm like duck chain. 93 00:04:31,880 --> 00:04:33,800 What? So it definitely is nothing come 94 00:04:33,800 --> 00:04:36,440 from Mando, but we got to get duck Jesus involved in this. 95 00:04:36,440 --> 00:04:39,080 So we'll see what the hell this duck chain is all about anyways. 96 00:04:39,160 --> 00:04:42,960 Anyways, Eddie, where's Mando? Take it home for us, baby. 97 00:04:47,200 --> 00:04:49,880 Who is the man Michael, Daddy of the land? 98 00:04:49,920 --> 00:04:57,200 Mando, can you dig it? Yeah, So kind of I guess it was 99 00:04:57,200 --> 00:05:00,640 where we were really when we went away on Friday like this 100 00:05:00,640 --> 00:05:06,320 just sub 60K area. Well 58 1/2, but we've it's been 101 00:05:06,320 --> 00:05:10,160 pretty dark, let's be honest, for the last week or so prices 102 00:05:10,160 --> 00:05:12,000 has kind of been in this very, very narrow range. 103 00:05:12,560 --> 00:05:15,480 Solana hanging out just above 140 is hanging out just below 104 00:05:15,480 --> 00:05:19,640 2600. So I don't know, the timeline 105 00:05:19,640 --> 00:05:22,840 feels horrific right now. A lot of people annoyed, a lot 106 00:05:22,840 --> 00:05:25,440 of people just chopping themselves up. 107 00:05:26,080 --> 00:05:29,280 I think the main theme we've seen over the last, let's say 108 00:05:29,280 --> 00:05:31,200 2-3 weeks has been that meme coins have really 109 00:05:31,200 --> 00:05:33,800 underperformed. So pretty much all the meme 110 00:05:33,800 --> 00:05:36,320 majors as well as all the mid caps are down a lot. 111 00:05:36,440 --> 00:05:38,480 The only real bright spots are smart. 112 00:05:38,520 --> 00:05:40,680 Some of the old coins really like some of the ones that have 113 00:05:40,680 --> 00:05:45,440 been really beaten up, kind of bouncing from from cycle lows 114 00:05:45,680 --> 00:05:49,440 and money is rotated into that. And meme coins have have kind of 115 00:05:49,440 --> 00:05:53,680 hurt on the back of that. So I don't really know, but it 116 00:05:53,680 --> 00:05:57,640 feels as though that is could be a medium term trend here. 117 00:05:57,920 --> 00:06:00,000 It feels as though people are annoyed because it felt like 118 00:06:00,360 --> 00:06:02,960 memes with the product market fit for the cycle and now a lot 119 00:06:02,960 --> 00:06:05,520 of people are kind of giving up on them for a little bit here. 120 00:06:05,840 --> 00:06:09,560 I still think obviously, as I've said before, I think the major 121 00:06:09,560 --> 00:06:13,600 rally here or the rally happens around the election that's still 122 00:06:14,680 --> 00:06:21,320 2-3 months away. So we could be be in for a 123 00:06:21,320 --> 00:06:24,400 little pain before before that gets fixed. 124 00:06:24,600 --> 00:06:28,400 In terms of this week, there is very little in terms of data 125 00:06:28,400 --> 00:06:30,760 this week. You have fed minutes and you 126 00:06:30,760 --> 00:06:35,120 have Japanese inflation. But there is there is Jackson 127 00:06:35,120 --> 00:06:38,880 Hole, which is one of the major meetings of central banks as 128 00:06:38,880 --> 00:06:41,320 well as other economic figures. And that's that's happening this 129 00:06:41,320 --> 00:06:43,400 week and power make a speech there. 130 00:06:44,120 --> 00:06:47,840 It's kind of a bit of a jolly, like no one really it matters, 131 00:06:47,840 --> 00:06:49,240 but it doesn't really matter that much. 132 00:06:49,240 --> 00:06:52,200 I wouldn't expect to see some massive shift in policy. 133 00:06:52,360 --> 00:06:54,240 He'll probably just indicate that there'll be a September 134 00:06:54,240 --> 00:06:57,760 rate cut. I do think that'll be taken 135 00:06:57,760 --> 00:06:59,880 positively. So we start to see rate cuts in 136 00:06:59,880 --> 00:07:03,880 September. But yeah, it feels as though 137 00:07:03,880 --> 00:07:05,120 we're in for a period of chop here. 138 00:07:05,960 --> 00:07:09,280 In terms of macro, stocks continue to feel very strong. 139 00:07:10,040 --> 00:07:12,960 I think they opened up again stronger today. 140 00:07:13,760 --> 00:07:16,520 We have NVIDIA results not this week, but next week. 141 00:07:16,520 --> 00:07:20,400 That will be probably the like the biggest thing to come out of 142 00:07:20,400 --> 00:07:22,040 tech for the next, for the next couple of weeks. 143 00:07:22,040 --> 00:07:24,080 But this is the August quiet period. 144 00:07:24,080 --> 00:07:28,720 Traditionally, you know, like when I was back in trading for, 145 00:07:28,760 --> 00:07:31,600 for a, for a bank, everyone was away. 146 00:07:31,600 --> 00:07:35,280 There would normally be one or two traders on the desk versus 147 00:07:35,320 --> 00:07:38,000 like five or six. It's a, it's a quiet period this 148 00:07:38,000 --> 00:07:41,160 this whole period. And it's quiet from an economic 149 00:07:41,160 --> 00:07:45,320 data standpoint as well. So I don't think we're going to 150 00:07:45,320 --> 00:07:49,000 see some massive volatile move. I think, I think you're meant to 151 00:07:49,000 --> 00:07:52,840 be fading any move here. Basically, I think if Bitcoin 152 00:07:52,840 --> 00:07:56,000 heads down towards 50K again, you meant to buy it. 153 00:07:56,480 --> 00:08:00,640 If it heads up towards 6570 K, you're probably, you're probably 154 00:08:00,640 --> 00:08:02,640 meant to sell it. If you're looking for a full 155 00:08:02,640 --> 00:08:06,040 term move, that is. But it just, I, I don't think 156 00:08:06,040 --> 00:08:08,080 the market's going to fall out of bed and I don't think it's 157 00:08:08,080 --> 00:08:10,520 going to rip. I mean, what did we learn from 158 00:08:10,560 --> 00:08:14,000 from the bootleg thread guy last time I played the clip, You 159 00:08:14,000 --> 00:08:16,280 know, Aiden Ross, you buy low, you set high. 160 00:08:16,280 --> 00:08:18,320 That's it. It's not easy. 161 00:08:18,760 --> 00:08:20,560 It's that easy. Actually, I did it this weekend. 162 00:08:20,800 --> 00:08:22,520 I bought low, I sold high. Look at me. 163 00:08:22,880 --> 00:08:24,520 I I look at me. I'm your quant now. 164 00:08:25,720 --> 00:08:27,040 What is high? What is high? 165 00:08:27,040 --> 00:08:30,200 A. 146 dollars. Erotica. 166 00:08:31,000 --> 00:08:33,559 Oh. That's quite a narrow 3% range, 167 00:08:33,559 --> 00:08:38,360 just simply trading, but. Hey, a 3% range on leverage. 168 00:08:38,360 --> 00:08:46,200 That's a 60% gain, baby. Oh my God, I'm invincible. 169 00:08:46,200 --> 00:08:48,480 I made like $5000 this weekend. I'm the king of the world. 170 00:08:48,800 --> 00:08:52,000 Anyways, it is hot here, man. Holy shit. 171 00:08:52,000 --> 00:08:53,480 I put this heater on before the show. 172 00:08:53,480 --> 00:08:56,680 I don't know why. ANYWAYS, so yeah, man. 173 00:08:56,680 --> 00:08:59,880 So I guess the next date is FOMC next month, right? 174 00:09:00,280 --> 00:09:02,880 Nothing for month. Well, there's some stuff in 175 00:09:02,880 --> 00:09:05,000 between them, but that's when the decision will be made. 176 00:09:05,120 --> 00:09:08,160 But particularly for this week, maybe even next week, it's like 177 00:09:08,160 --> 00:09:09,600 super quiet. That's good. 178 00:09:09,720 --> 00:09:12,080 In terms of like stuff you can cling on to be really bullish 179 00:09:12,080 --> 00:09:14,720 on. Justin Sun was hinting today 180 00:09:14,720 --> 00:09:17,240 that China may lift its crypto ban. 181 00:09:17,240 --> 00:09:19,960 He made some posts on. XI can't see any of his posts. 182 00:09:19,960 --> 00:09:22,480 He starts to be blocked. Yeah, I think that's probably a 183 00:09:22,480 --> 00:09:26,640 good thing for you. And then it, it also appears 184 00:09:26,640 --> 00:09:29,520 that stable coins, they just continue to go higher. 185 00:09:29,520 --> 00:09:34,240 We're only a billion off the all time high set in 2022 for stable 186 00:09:34,240 --> 00:09:38,840 coins. So you can't get that bearish 187 00:09:38,840 --> 00:09:42,840 166 billion in stable coins right now. 188 00:09:44,320 --> 00:09:47,120 I think the high yeah was 167 billion. 189 00:09:47,320 --> 00:09:50,720 So we are, we're 1 billion away, so. 190 00:09:51,120 --> 00:09:53,720 Do you want to explain, do you want to explain that theory for 191 00:09:53,720 --> 00:09:54,840 people? Because like for example, I have 192 00:09:54,840 --> 00:09:56,560 a friend that texted me the other day when you talk about 193 00:09:56,560 --> 00:09:58,280 maintaining stable coins, I was like, hey, do you mind asking 194 00:09:58,280 --> 00:09:59,960 Mando, like what that means etcetera. 195 00:09:59,960 --> 00:10:02,000 But like do you want to explain how they are? 196 00:10:02,200 --> 00:10:06,200 Why this is a good data? Yeah, sure. 197 00:10:06,200 --> 00:10:11,880 So, so like Tether can actually be converted into dollars in the 198 00:10:11,880 --> 00:10:17,160 bank the same as Circle. Like you can go onto the Circle 199 00:10:17,160 --> 00:10:20,080 website. The way that Tether does it is 200 00:10:20,080 --> 00:10:24,720 centrally though. And that will basically, so 201 00:10:24,720 --> 00:10:29,160 let's say finance needs to get a billion dollars in cash. 202 00:10:29,960 --> 00:10:32,400 They would go to Tether and be like, Hey, give me a billion 203 00:10:32,400 --> 00:10:36,840 dollars XYZ. If if finance or one of the 204 00:10:36,840 --> 00:10:38,760 centralized exchanges, it normally comes from one of the 205 00:10:38,760 --> 00:10:40,960 large institutions goes to them and says, Hey, we need a billion 206 00:10:40,960 --> 00:10:44,440 dollars in Tether from our inflows, our own personal 207 00:10:44,440 --> 00:10:48,640 inflows. They'll need to go out there and 208 00:10:48,640 --> 00:10:50,520 actually mint that, that, that money. 209 00:10:50,640 --> 00:10:52,760 So they'll get the money from one of these centralized 210 00:10:52,760 --> 00:10:54,760 institutions and then they'll mint it onto the blockchain. 211 00:10:55,760 --> 00:10:59,160 This is and circle it circle. You can actually do it directly, 212 00:10:59,240 --> 00:11:05,920 but Tether is more centralized. You tend to find that that that 213 00:11:05,920 --> 00:11:10,360 this is also a good way of of viewing where money is flowing 214 00:11:10,520 --> 00:11:13,920 between block chains. And what you've seen is a lot of 215 00:11:13,920 --> 00:11:15,400 money always gets printed on Tron. 216 00:11:16,360 --> 00:11:20,640 I think Tron is the number one for Tether actually, because a 217 00:11:20,640 --> 00:11:24,760 lot of nefarious stuff, illegal illegal stuff that would happen 218 00:11:24,760 --> 00:11:27,480 in other countries generally happen on the Tron network and 219 00:11:27,480 --> 00:11:29,520 everyone kind of knows it, but no one says it. 220 00:11:29,840 --> 00:11:32,200 I mean is it where like all the OFAC sanctioned countries are 221 00:11:32,200 --> 00:11:35,400 able to use a blockchain and. Yeah, like Tron is like if you 222 00:11:35,400 --> 00:11:37,600 want to get something done. Even the one blockchain used in 223 00:11:37,600 --> 00:11:41,680 the wrong, like. I want all the Tron address in 224 00:11:43,840 --> 00:11:46,040 in the bad countries. I know we had a, we had a, we 225 00:11:46,040 --> 00:11:48,320 had a client for me that no longer trying to pay us in Tron. 226 00:11:48,320 --> 00:11:50,320 I was like, no, you're going to have to bridge that. 227 00:11:52,640 --> 00:11:55,440 I was like, with Bernie, I was like, hey, yeah, no. 228 00:11:56,720 --> 00:11:59,600 Yeah, Tron's always had that. I mean, Heather, I think is 229 00:11:59,600 --> 00:12:02,480 they've hired, they hired like they're trying to hire like a 230 00:12:02,480 --> 00:12:04,560 full compliance team. But there's no doubt that 231 00:12:04,560 --> 00:12:06,640 they've benefited from that for a long, long time. 232 00:12:07,240 --> 00:12:10,080 But they have seen increased movement of stable coins called 233 00:12:10,080 --> 00:12:11,960 slaughter. And interestingly, they actually 234 00:12:11,960 --> 00:12:16,360 burnt some on Eve, as in like they instead of minting it, they 235 00:12:16,360 --> 00:12:18,840 burnt on East last week. So even though they minted a 236 00:12:18,840 --> 00:12:22,000 billion dollars on things on Tron and I think another 500 237 00:12:22,000 --> 00:12:23,520 million on Solana, they actually burnt on East. 238 00:12:23,520 --> 00:12:25,280 So that kind of tells you where the money is moving. 239 00:12:25,600 --> 00:12:28,320 Yeah. It's a good way of seeing, 240 00:12:28,320 --> 00:12:29,400 seeing where those flows are moving. 241 00:12:30,800 --> 00:12:34,320 OK, well there you go. I think that that someone said 242 00:12:34,320 --> 00:12:35,800 only that Justin Sun memes are pumping. 243 00:12:35,800 --> 00:12:37,960 It looks like he, well he created like a pump font on on 244 00:12:37,960 --> 00:12:39,680 Tron or whatever. He traded pump font. 245 00:12:39,680 --> 00:12:42,360 Yeah, that happened I think a few days ago. 246 00:12:42,480 --> 00:12:46,640 And then on Saturday morning, I saw it was popping up and one of 247 00:12:46,640 --> 00:12:48,120 the guys probably. I'm going to go to 0. 248 00:12:49,200 --> 00:12:52,320 One of the duck community said he's got a pet Turkey, He's got 249 00:12:52,320 --> 00:12:54,440 a pet Turkey, so they're like they were treating his pet 250 00:12:54,440 --> 00:12:56,120 Turkey. I saw you tweet about that this 251 00:12:56,120 --> 00:12:57,280 weekend. I saw it on your page. 252 00:12:57,280 --> 00:12:59,400 I'm not tweeting. About it, I just said this is 253 00:12:59,400 --> 00:13:01,520 what someone's pitched me, yeah. There you go. 254 00:13:01,520 --> 00:13:04,200 You got pitched a pet Turkey. I I I didn't play on it. 255 00:13:04,200 --> 00:13:06,840 I don't want to do it. I'm I'm, I'm going to take a, 256 00:13:06,840 --> 00:13:09,240 you know, between swan trenches and this stuff. 257 00:13:09,240 --> 00:13:11,160 It's enough. But I had a good idea. 258 00:13:11,480 --> 00:13:13,400 They came up with Sun Cats and Sun Doug. 259 00:13:13,960 --> 00:13:16,560 Why did nobody come up? Hold on, hold on, hold on. 260 00:13:16,640 --> 00:13:24,240 Why did nobody come up with with the meme called Capri Capri Sun? 261 00:13:26,840 --> 00:13:29,000 Brilliant. Wait. 262 00:13:29,880 --> 00:13:32,800 You guys did enjoy that one. I thought I did something here. 263 00:13:33,360 --> 00:13:34,800 I really thought I did something here. 264 00:13:34,960 --> 00:13:37,760 Like I and nobody in the audience laughing. 265 00:13:38,200 --> 00:13:41,240 No, wait, is it Monday morning? You're like, you haven't woken 266 00:13:41,240 --> 00:13:44,600 up yet. So I actually, I actually wrote 267 00:13:44,600 --> 00:13:46,560 about some pump for the newsletter this morning just 268 00:13:46,560 --> 00:13:48,000 because I think it was the biggest thing. 269 00:13:48,640 --> 00:13:51,720 It was a pretty quiet weekend. It's got a few interesting 270 00:13:51,720 --> 00:13:55,960 components. So it's it's a pump funk 271 00:13:55,960 --> 00:13:57,360 competitor, it's called sump pump. 272 00:13:57,360 --> 00:14:00,400 It's got a few key differences. So Tron is putting together a 273 00:14:00,400 --> 00:14:04,640 $10 million meme ecosystem boost incentive program. 274 00:14:04,640 --> 00:14:07,560 They're going to use that money to provide resources for their 275 00:14:07,560 --> 00:14:10,240 new tokens. They're promising that any token 276 00:14:10,240 --> 00:14:13,240 that can maintain $1,000,000 in daily volume for three days, 277 00:14:13,240 --> 00:14:16,280 they get listed on Poloni X. So they've got the the listing 278 00:14:16,280 --> 00:14:18,720 incentive there. Then they say they've got a 279 00:14:18,720 --> 00:14:22,440 review process in place to avoid rug pulls. 280 00:14:22,880 --> 00:14:24,880 And this is a quote from Justin Sun. 281 00:14:24,880 --> 00:14:27,560 He's saying sump pump conducts a thorough vetting of creators and 282 00:14:27,560 --> 00:14:29,800 products before they're allowed to launch on the platform, 283 00:14:30,200 --> 00:14:34,320 helping to ensure that they meet specific standards of integrity. 284 00:14:35,240 --> 00:14:38,800 So, so clearly like that, that is how like that's a clear angle 285 00:14:38,800 --> 00:14:43,000 they are kind of differentiating themselves from from pomp is 286 00:14:43,000 --> 00:14:46,480 less rug pulls and then back and then with more resources. 287 00:14:46,480 --> 00:14:49,720 If you look at the website I mean it, it looks like a pump 288 00:14:49,720 --> 00:14:52,200 fun like clone. You're already loaded, right? 289 00:14:53,760 --> 00:14:55,400 You have to I guess you have this, is it right? 290 00:14:57,360 --> 00:15:00,440 Mine looks a little bit different, maybe it depends on 291 00:15:00,440 --> 00:15:02,160 what screen you're on. Yeah, maybe. 292 00:15:03,120 --> 00:15:05,560 But I I haven't seen any of the actual memes actually. 293 00:15:05,560 --> 00:15:08,040 It's all to figure out like where to even track these. 294 00:15:08,880 --> 00:15:11,480 So I haven't been tracking how well they've been doing or not. 295 00:15:12,080 --> 00:15:15,560 150K followers. Look at that look at that. 296 00:15:16,080 --> 00:15:19,840 I guess we'll see, but I don't know I I'd be careful. 297 00:15:20,080 --> 00:15:23,080 We really are bored, huh? We're trading shit coins on Tron 298 00:15:23,080 --> 00:15:25,040 now this There's no. Bored. 299 00:15:25,040 --> 00:15:29,000 There's nothing happening. Yeah, there's not that. 300 00:15:29,000 --> 00:15:31,840 That's actually pretty true. Anyway, Speaking of that, Tyler, 301 00:15:31,840 --> 00:15:35,120 let's see what you got for us. Surely you found enough things 302 00:15:35,120 --> 00:15:39,160 to talk about today NFT and cryptoanalysis. 303 00:15:41,520 --> 00:15:44,360 Tyler deep on FOMO our cause the kids can. 304 00:15:45,120 --> 00:15:49,200 Bring them back some bears. It is a lot or less today, but 305 00:15:49,200 --> 00:15:51,920 we've got a handful of things. So crypto majors for starters, 306 00:15:51,920 --> 00:15:54,280 they are dipping here after a weekend rally. 307 00:15:54,280 --> 00:15:56,600 The meme leaders do continue their fall. 308 00:15:56,880 --> 00:15:59,440 Franklin Templeton. They filed for a crypto index 309 00:15:59,480 --> 00:16:02,040 ETF with the split between Bitcoin and ETH. 310 00:16:02,040 --> 00:16:04,440 That split is going to be based on market cap. 311 00:16:04,440 --> 00:16:06,760 No huge surprise there. Bellagi. 312 00:16:06,760 --> 00:16:10,640 He introduced the network school along with a 90 day pop up 313 00:16:10,640 --> 00:16:13,080 running September 23rd through December 23rd. 314 00:16:13,080 --> 00:16:16,000 So check that out if you're interested in the network state 315 00:16:16,000 --> 00:16:21,840 concept in memes, meme majors down 46% Snoofy the the Reddit 316 00:16:21,840 --> 00:16:25,560 meme and yawn were the big leaders in the last day. 317 00:16:26,200 --> 00:16:28,360 As we just talked about Justin Sun launched this pump fund 318 00:16:28,360 --> 00:16:31,280 competitor called Sun pump and then a new pump fund 319 00:16:31,280 --> 00:16:33,920 leaderboard. What was built and then there's 320 00:16:33,920 --> 00:16:37,600 some stats were circulated with a sobering reality check for how 321 00:16:37,600 --> 00:16:40,120 few traders have been making money on punk. 322 00:16:40,120 --> 00:16:43,680 So we can look at that here in a minute and NFTS, a big alien 323 00:16:43,680 --> 00:16:46,040 crypto punk sale. We don't know the details. 324 00:16:46,480 --> 00:16:51,000 I think we do a little bit. Or maybe you do the the womb 325 00:16:51,000 --> 00:16:53,520 baddest number I think has been walked back. 326 00:16:53,720 --> 00:16:57,640 But if you've got additional info, let's get into it. 327 00:16:57,640 --> 00:17:00,880 But Deepak's Alien, he paid what, $23 million for it at the 328 00:17:00,880 --> 00:17:06,880 absolute Pico top of the market? And we'll see what that loss 329 00:17:06,920 --> 00:17:09,160 looks like. I think we saw Punks OTC 330 00:17:09,160 --> 00:17:11,119 estimating somewhere around seven and a half million, so 331 00:17:11,280 --> 00:17:13,040 I'll be curious where that comes in. 332 00:17:13,040 --> 00:17:17,520 We saw Grant, Euns and Old Soul jump 120% to .32 in art, then in 333 00:17:17,520 --> 00:17:19,400 Daps. Couple of good headlines here 334 00:17:19,400 --> 00:17:22,280 for Daps. Fancy Top saw local highs in 335 00:17:22,280 --> 00:17:26,040 trading volume and card floor prices after the introduction of 336 00:17:26,040 --> 00:17:28,359 Heroes 3. So floors are up, volume is up 337 00:17:28,640 --> 00:17:32,720 and then Polymarket printed 2 new all time highs in daily 338 00:17:32,720 --> 00:17:38,680 active traders on Friday, their new ultimate 8150 live traders 339 00:17:38,680 --> 00:17:40,960 on the platform. So those are those are the quick 340 00:17:40,960 --> 00:17:43,280 kits here for today. Happy to to get into these. 341 00:17:43,640 --> 00:17:45,800 You've got the alien info. Let's let's know what it is. 342 00:17:45,880 --> 00:17:48,320 I mean, is it like $4 million sale is that, is that word on 343 00:17:48,320 --> 00:17:50,960 the street? He says it in in in his. 344 00:17:51,320 --> 00:17:53,560 He just said it a few times in his comments that he paid 345 00:17:53,560 --> 00:17:56,720 roughly 1500 each. Who did? 346 00:18:02,560 --> 00:18:07,560 Von Baat bought it, no? No, he did not wait in that. 347 00:18:08,120 --> 00:18:09,760 Later in that post, he says he's lying. 348 00:18:12,160 --> 00:18:16,760 Yeah, but I think where did he? I'm so confused because he said 349 00:18:16,760 --> 00:18:21,320 a lot of things about the price. I mean my experience with him is 350 00:18:21,320 --> 00:18:24,800 that he is a massive troll and liar, so I I'm not. 351 00:18:25,040 --> 00:18:29,480 Wait, Tabs is sending a tweet? Let's see what just pointing out 352 00:18:29,480 --> 00:18:31,240 though. It is the third. 353 00:18:31,240 --> 00:18:34,000 Oh, he lied. OK, it is. 354 00:18:34,680 --> 00:18:36,640 It is. Is that true or not? 355 00:18:36,640 --> 00:18:39,000 We. Have no idea. 356 00:18:39,640 --> 00:18:41,560 Why don't we, why don't we just check the chain? 357 00:18:42,680 --> 00:18:46,840 Hold on, let's just check the chain, lads. 358 00:18:46,840 --> 00:18:48,880 Let's just what can you create? You know what's crazy though? 359 00:18:48,880 --> 00:18:53,040 This is 1/3 Alien sale, the Cycle and Punksters just down 360 00:18:53,040 --> 00:18:56,840 only yeah, he's trolling. Tabs is sending us a big a bunch 361 00:18:56,840 --> 00:19:02,200 of links in the back end saying he's trolling, let's just check 362 00:19:02,200 --> 00:19:03,040 the chain. Hold on. 363 00:19:03,040 --> 00:19:04,200 So which one is it? This one, right? 364 00:19:04,200 --> 00:19:06,680 Yeah, it was $23 million set. Fuck, it was a 8K ET. 365 00:19:06,800 --> 00:19:10,840 Will that cell ever be eclipsed? No, not for a long time. 366 00:19:11,000 --> 00:19:15,800 I think like 10 year spectrum, yes, this cycle, no, that's my 367 00:19:15,800 --> 00:19:16,600 thoughts. I don't know what you guys 368 00:19:16,600 --> 00:19:20,200 think, but OK, So it was transferred here today, this 369 00:19:20,200 --> 00:19:23,880 morning was transferred to this wallet. 370 00:19:24,360 --> 00:19:26,640 Epac also said that he'd let it go. 371 00:19:26,760 --> 00:19:29,120 Like if you go to Deepak's tweets, he says he sold. 372 00:19:29,120 --> 00:19:31,320 It no, it's definitely gone. Yeah, he did. 373 00:19:31,360 --> 00:19:33,080 Deepak definitely sold it. He sold it. 374 00:19:33,080 --> 00:19:34,680 We're just questioning how much for. 375 00:19:35,160 --> 00:19:36,640 We're just questioning also who right? 376 00:19:36,640 --> 00:19:38,720 Like I think Ovie may have bought this. 377 00:19:43,480 --> 00:19:47,320 There is no no. The only history of transfer in 378 00:19:47,320 --> 00:19:54,600 this wallet is a token transfer. Yeah, I'm sure if there were, if 379 00:19:54,600 --> 00:19:57,080 there were some obvious transactions with. 380 00:19:57,280 --> 00:19:59,000 Big. And before that his last 381 00:19:59,000 --> 00:20:03,640 transaction was 246 days ago, 11 hours 24. 382 00:20:03,640 --> 00:20:08,320 Yeah, yeah. So we don't really know. 383 00:20:08,320 --> 00:20:12,440 I guess it was probably picked up at one of those funds. 384 00:20:12,720 --> 00:20:16,760 There's a lot of interesting. I could see that. 385 00:20:16,840 --> 00:20:18,920 So I mean, where, where do you think the price targets? 386 00:20:18,920 --> 00:20:21,520 I think punks, OTC said. Like let's try to find the 387 00:20:21,520 --> 00:20:26,080 tweet. He he put an over under on it. 388 00:20:27,040 --> 00:20:29,360 I want to say like 2500 ETH maybe? 389 00:20:29,600 --> 00:20:32,560 Yeah, I I bet the under here, probably Punk's not doing that 390 00:20:32,560 --> 00:20:34,600 good. What's the premium on an alien? 391 00:20:36,880 --> 00:20:39,520 Yeah, what's I was just that's why I was trying to work back 392 00:20:39,520 --> 00:20:43,200 like it was a hoodie at the high was like 200 and 75200 ETH, 393 00:20:43,200 --> 00:20:44,880 right? Well, at the high an alien was 394 00:20:44,880 --> 00:20:48,120 8000 ETH, right? So like that's the last that's 395 00:20:48,120 --> 00:20:49,360 its sale. What's the last sale on the 396 00:20:49,360 --> 00:20:51,480 Aliens? 10,000,014 million last two. 397 00:20:52,320 --> 00:20:55,520 We'll say lower. Let's just look here. 398 00:20:56,160 --> 00:21:00,720 The last two aliens sold for 16,000,000. 399 00:21:01,080 --> 00:21:02,120 Oh Jesus. Wow, last two. 400 00:21:02,320 --> 00:21:03,840 Aliens five months ago. There you go. 401 00:21:03,840 --> 00:21:07,000 Five months ago it sold for Let's do an ETH right? 402 00:21:07,840 --> 00:21:11,440 4 1/2 K ETH right? Three months ago, 4 KET. 403 00:21:11,440 --> 00:21:12,600 What am I saying? Oh yeah, three. 404 00:21:12,640 --> 00:21:14,600 That's the 4th Alien sale this cycle. 405 00:21:16,640 --> 00:21:20,640 Yeah, but the the price of punks was it was like 2 1/2 hours, 406 00:21:20,640 --> 00:21:21,960 right? Now, yeah. 407 00:21:23,600 --> 00:21:27,080 Yeah, I don't know, but my camera's bugging it. 408 00:21:27,560 --> 00:21:31,440 Seemed like the rule like 40 to 40 to 180 to one the floor 409 00:21:31,440 --> 00:21:35,320 roughly for like the best rares in an antique collection. 410 00:21:35,920 --> 00:21:42,120 So at 80 to one, you're talking 1600 E, which puts it at what, 411 00:21:42,120 --> 00:21:44,720 4004 million bucks? I don't know. 412 00:21:44,720 --> 00:21:47,440 I feel like that's kind of where my where my head is. 413 00:21:48,400 --> 00:21:50,240 I wouldn't be surprised if it was over that, but. 414 00:21:52,360 --> 00:21:53,920 Can you guys see me? No. 415 00:21:54,520 --> 00:21:57,440 My camera completely just decided to shut off. 416 00:21:58,480 --> 00:22:00,560 I'll be right back. You guys checked for 30 seconds? 417 00:22:02,880 --> 00:22:06,080 So if your Deepak is the like, do you just have huge gains that 418 00:22:06,080 --> 00:22:08,880 you want to take losses against here this year? 419 00:22:08,880 --> 00:22:11,080 I'm back. Or you just trying to liquidate, 420 00:22:11,400 --> 00:22:14,200 you know, get liquid and move on from the square asset? 421 00:22:15,000 --> 00:22:16,400 He's had an issue for a while, right? 422 00:22:16,400 --> 00:22:17,760 Like. FTX, right? 423 00:22:17,760 --> 00:22:19,680 Yeah. You got an FTX so. 424 00:22:20,640 --> 00:22:22,600 I think his company had lost a lot of money FTX. 425 00:22:22,600 --> 00:22:26,480 He had to liquidate his punks and his apes back then. 426 00:22:28,160 --> 00:22:30,480 Yeah. Wow that sucks. 427 00:22:30,480 --> 00:22:37,640 D back is awesome dude. So OK, that's 4 alien sales this 428 00:22:37,640 --> 00:22:39,480 cycle, guys. They're moving. 429 00:22:41,040 --> 00:22:42,680 Holy shit. Well, the old the old guard 430 00:22:42,680 --> 00:22:44,640 doesn't want them anymore. I guess is one way to to look at 431 00:22:44,640 --> 00:22:50,040 that. So yeah, looks like I'm just 432 00:22:50,040 --> 00:22:52,960 looking at deep NFT value because that's that's relatively 433 00:22:52,960 --> 00:22:55,120 good. Yes, that's the best trading 434 00:22:55,120 --> 00:22:59,120 value bought. He has the floor one valued 435 00:22:59,160 --> 00:23:02,240 which is at 5000 ETH. There is one for sale at 5000 436 00:23:02,240 --> 00:23:09,800 ETH valued at 3891. So I think Punxsutc is probably 437 00:23:09,800 --> 00:23:12,520 not. It's probably between 2500 and 438 00:23:12,520 --> 00:23:14,320 3500. This is traded, right? 439 00:23:15,120 --> 00:23:22,640 Yeah, that makes sense. Yeah, See, that's their value of 440 00:23:22,640 --> 00:23:27,600 this exact punk. 5822 is 3985 ETH per deep NFT value. 441 00:23:27,600 --> 00:23:31,560 And that's the most accurate ML for like, that's the most 442 00:23:31,560 --> 00:23:33,440 accurate bot for for for punk's value. 443 00:23:34,160 --> 00:23:37,320 Yeah. So I think he probably got half 444 00:23:37,320 --> 00:23:39,480 of that. Yeah. 445 00:23:40,160 --> 00:23:42,200 Yeah. So what does that put it at 2000 446 00:23:42,200 --> 00:23:44,720 * 2500? Who is von Athis then? 447 00:23:44,720 --> 00:23:47,360 Like who is this guy? Did he bunch the bunch of rugs? 448 00:23:47,360 --> 00:23:49,440 Didn't he rug his key holder on friend tech and everything? 449 00:23:49,480 --> 00:23:51,680 Yeah, I, I. Got I know he did that, but 450 00:23:51,680 --> 00:23:53,440 like, what's his background? He's a blower farmer, right? 451 00:23:54,840 --> 00:23:59,920 Probably all things farmer. He rugged a meme coin after 452 00:23:59,920 --> 00:24:03,840 rugging his frintech and then every other social fi that this 453 00:24:03,880 --> 00:24:05,800 basically. Pilot's been involved. 454 00:24:05,840 --> 00:24:13,280 I can already tell this coin. The reason why I'm salty is like 455 00:24:13,280 --> 00:24:16,600 I would I was running the frintech spaces like with thread 456 00:24:16,600 --> 00:24:19,160 guy and while bass is in my DMS like telling me all these things 457 00:24:19,160 --> 00:24:21,640 he's going to do and like they were all just straight up wise. 458 00:24:22,720 --> 00:24:26,480 So he used you to shell you fell for it on a thread guy space and 459 00:24:26,480 --> 00:24:28,560 he rubbed. Yeah, I mean, I didn't really 460 00:24:28,560 --> 00:24:32,080 shill for for Wombats, but I mean, I I talked about, I mean, 461 00:24:32,080 --> 00:24:35,520 he was, he was a big player in that game for a little while. 462 00:24:35,520 --> 00:24:37,400 So like, you know, we talked about all the big players. 463 00:24:37,480 --> 00:24:41,560 But yeah. And then he was the first one, I 464 00:24:41,560 --> 00:24:47,280 think, to launch a presale after boom and he rugged it right off 465 00:24:47,280 --> 00:24:50,520 the guard. You said money. 466 00:24:51,040 --> 00:24:51,920 I did, yeah. I. 467 00:24:52,800 --> 00:24:56,240 Knew it. It was one of those where you 468 00:24:56,240 --> 00:25:01,400 knew it was a terrible idea, but it was like I I've enough people 469 00:25:01,400 --> 00:25:04,600 will probably. Oh my God, get in. 470 00:25:05,360 --> 00:25:09,320 So. You got, yeah, he didn't 471 00:25:09,320 --> 00:25:12,120 actually buy it, but you, you got, you got rugged three times 472 00:25:12,120 --> 00:25:14,600 by this guy. That's crazy. 473 00:25:14,600 --> 00:25:17,200 You got rugged in his front tech on his meme coin and on his 474 00:25:17,200 --> 00:25:19,320 presale. That is wild. 475 00:25:19,520 --> 00:25:22,240 OK, so I mean, I would be pissed off too. 476 00:25:24,080 --> 00:25:27,000 Anyways, Tyler, there's a there was a few there was a few hot 477 00:25:27,000 --> 00:25:28,880 topics you had for us today. Hold on, there was. 478 00:25:29,520 --> 00:25:31,520 We can do fancy fancy top if you want. 479 00:25:31,600 --> 00:25:35,880 Sure, let's go. I think the key update here from 480 00:25:35,880 --> 00:25:39,880 a news perspective is that the volumes are up and floors are 481 00:25:39,880 --> 00:25:41,280 up. So the overall floor, I think 482 00:25:41,280 --> 00:25:44,280 when I saw yesterday was up to point OO8, so kind of knocking 483 00:25:44,280 --> 00:25:50,720 back on point O1 and just demand and sentiment is just on the 484 00:25:50,720 --> 00:25:52,680 rise. And you can tell I I pick a part 485 00:25:52,680 --> 00:25:55,960 of it is probably because there's just so little else to 486 00:25:55,960 --> 00:25:59,760 do in the market right now. But I think people are also like 487 00:25:59,800 --> 00:26:03,200 it. Four weeks ago it was hard to 488 00:26:03,200 --> 00:26:06,920 really start making projections out on, you know, how 489 00:26:06,960 --> 00:26:08,880 sustainable the yield was going to be. 490 00:26:08,920 --> 00:26:11,720 Like we just had the blast AirDrop and there was a lot of 491 00:26:11,720 --> 00:26:13,920 unknowns. But now we've had like four to 492 00:26:13,920 --> 00:26:18,480 six weeks of these tournaments and like I'm, I'm pretty 493 00:26:18,480 --> 00:26:22,280 consistently getting like 0.2 ETH per week. 494 00:26:22,280 --> 00:26:28,160 I'm getting like 15 to 20 cards, about 800 to 1000 blast points 495 00:26:28,160 --> 00:26:32,080 and then the fan points. So like it's well over an ETH a 496 00:26:32,080 --> 00:26:34,280 month and I haven't been putting anything else in. 497 00:26:34,280 --> 00:26:36,960 And I think people are starting to do the math on the yield. 498 00:26:36,960 --> 00:26:39,840 And like by all indicators, it feels like the game is going to 499 00:26:39,840 --> 00:26:41,880 stick around. Like, I don't know that the user 500 00:26:41,880 --> 00:26:44,360 base is really growing, but I think that the players who are 501 00:26:44,360 --> 00:26:48,040 here aren't really leaving. So it feels like this core group 502 00:26:48,040 --> 00:26:50,440 is going to keep playing the game. 503 00:26:51,640 --> 00:26:55,320 And for those of us who bought the cards, like, if you've 504 00:26:55,320 --> 00:26:57,480 already got the existing set, like you, you don't have to pay 505 00:26:57,480 --> 00:27:01,480 anymore and you just continue to to reap this, you know, weekly 506 00:27:01,480 --> 00:27:04,000 return. It takes me 20 to 20 minutes a 507 00:27:04,000 --> 00:27:08,560 week to set my lineups. And then that's pretty. 508 00:27:08,560 --> 00:27:12,400 So it's low lifts, decent return, then you get a kind of 509 00:27:12,400 --> 00:27:14,280 root for your players. It's still somewhat fun. 510 00:27:14,280 --> 00:27:16,200 I don't think it's like the biggest sweat out there. 511 00:27:16,720 --> 00:27:21,320 I'm not constantly sweating my heroes, tweets you. 512 00:27:21,320 --> 00:27:23,800 Just play a bunch, right? I played, I played every 513 00:27:23,800 --> 00:27:25,200 tournament this week, all of them. 514 00:27:25,640 --> 00:27:30,680 I'm entering all 36789, Yeah. Start from like the start. 515 00:27:30,680 --> 00:27:31,840 So how? How do you even play? 516 00:27:32,240 --> 00:27:35,040 So you go on fantasy dot top right, you have an account. 517 00:27:35,400 --> 00:27:37,320 You'll probably have cards because you were gifted cards 518 00:27:37,320 --> 00:27:39,240 early on and it's not a decision. 519 00:27:39,240 --> 00:27:43,440 So you go to play here on the left and there's also classics 520 00:27:43,440 --> 00:27:45,720 or tactics Classic is what you want to play really. 521 00:27:46,960 --> 00:27:50,080 And you, you go register a deck and there's four types of 522 00:27:50,080 --> 00:27:52,280 tournaments every time. So now this tournament starts in 523 00:27:52,280 --> 00:27:54,400 26 minutes. It lasts usually three days. 524 00:27:54,880 --> 00:27:57,680 So it's locked after that. And there's different 525 00:27:57,680 --> 00:27:59,640 tournaments. Elite is like the top gold, 526 00:27:59,640 --> 00:28:03,400 silver, bronze and they're capped, for example, gold, 527 00:28:03,920 --> 00:28:06,800 there's 26 stars maximum. So you have to like, so for 528 00:28:06,800 --> 00:28:10,040 example, I started you in my gold deck, you have five stars, 529 00:28:10,040 --> 00:28:12,920 so I started these guys and then you have to calculate so you 530 00:28:12,920 --> 00:28:17,280 don't pass above 26 stars and you can enter multiple decks per 531 00:28:17,280 --> 00:28:19,200 tournament. So I like, I have 3 decks in the 532 00:28:19,200 --> 00:28:20,480 golds, which is pretty good, right? 533 00:28:20,480 --> 00:28:23,000 Tyler? Those are not bad, right? 534 00:28:23,040 --> 00:28:25,400 Yeah, I mean your your common cards aren't you're not going to 535 00:28:25,400 --> 00:28:28,960 be winning any golden tournaments with with all common 536 00:28:28,960 --> 00:28:31,200 team. You got to have the epics in the 537 00:28:31,200 --> 00:28:33,600 Reyers. Silver is where I thrive 538 00:28:33,600 --> 00:28:36,160 personally because see Mando, I started us both. 539 00:28:36,160 --> 00:28:38,920 Look at that. You had a tweet in this week. 540 00:28:38,960 --> 00:28:41,040 Yeah, you're heavy on the, you're heavy on the POMO hour. 541 00:28:42,560 --> 00:28:46,280 There's a glaring POMO hour card not not present in any of your. 542 00:28:46,280 --> 00:28:47,520 Lines I know I don't have any card. 543 00:28:48,160 --> 00:28:51,000 Picking up on. I know I should. 544 00:28:51,280 --> 00:28:52,760 I should pick up a Tyler Diddy card. 545 00:28:52,960 --> 00:28:55,400 So yeah, that's how you enter. You pick five cards, you enter a 546 00:28:55,400 --> 00:28:57,320 tournament, you do nothing. OK. 547 00:28:57,320 --> 00:29:02,040 And then so you buy these cards, they are theoretically they are 548 00:29:02,040 --> 00:29:04,800 NFTS, but then you keep them forever so you can play them 549 00:29:04,800 --> 00:29:08,640 every week. The card prices are still down 550 00:29:08,840 --> 00:29:14,560 like 90% or more from peak. So like I admittedly I bought 551 00:29:14,560 --> 00:29:18,840 some cards at like peak valuation, so it's going to 552 00:29:18,840 --> 00:29:20,040 still take me a little while to get even. 553 00:29:20,040 --> 00:29:22,040 But I think there's actually an advantage to players who've come 554 00:29:22,040 --> 00:29:24,880 in in the last month because they're getting much more 555 00:29:24,880 --> 00:29:29,720 normal, normal in quotes prices on on these cards. 556 00:29:29,720 --> 00:29:32,880 Like a Sam debit card was down to .16. 557 00:29:33,240 --> 00:29:35,640 That card was at like 5 E that peak. 558 00:29:36,280 --> 00:29:38,240 I remember. Because he's kind of stopped 559 00:29:38,240 --> 00:29:41,240 tweeting, but he's probably going to start tweeting again, 560 00:29:41,240 --> 00:29:42,320 right? It seems like he's kind of off 561 00:29:42,320 --> 00:29:43,800 of like a summer vacation or something. 562 00:29:45,640 --> 00:29:47,240 So like there's value plays like that. 563 00:29:47,240 --> 00:29:49,720 And like Mando, for instance, your card was was like on the 564 00:29:49,720 --> 00:29:52,160 lower end and then you announced on the show that you're going to 565 00:29:52,160 --> 00:29:53,920 start tweeting memes from your personal account. 566 00:29:54,000 --> 00:29:56,680 You're flying. Then now you know you're 567 00:29:56,680 --> 00:30:01,400 rocketing up, so there's been some trades to be made as well. 568 00:30:02,960 --> 00:30:04,880 Yeah, so it's just like fantasy football. 569 00:30:04,880 --> 00:30:07,680 But yeah, I mean, I can get behind this. 570 00:30:08,600 --> 00:30:10,600 Just just so you know, you were asking like where you see as a 571 00:30:10,600 --> 00:30:13,760 hero your what you make you go down here on the left as a hero 572 00:30:13,760 --> 00:30:17,160 button for heroes and you can see like your earnings and claim 573 00:30:17,160 --> 00:30:19,000 them. Yeah, I tried to claim it though 574 00:30:19,000 --> 00:30:22,640 and just said yeah, distribution will be executed shortly. 575 00:30:23,080 --> 00:30:23,600 OK. Yeah. 576 00:30:23,600 --> 00:30:27,000 So you missed the window, so you'll get yours the next reward 577 00:30:27,000 --> 00:30:28,240 distribution. OK. 578 00:30:28,680 --> 00:30:30,240 But I'm pretty sure you get retroactive, right? 579 00:30:31,240 --> 00:30:33,160 Yeah, you'll get all of that. You just won't. 580 00:30:33,160 --> 00:30:36,120 But you can't get it until then. So they only do the claims on 581 00:30:36,120 --> 00:30:39,680 certain times. Yeah, you should get a decent 582 00:30:39,680 --> 00:30:41,240 one because you'll get them all at one time. 583 00:30:41,400 --> 00:30:43,520 Yeah. Yeah, I know it's not like 584 00:30:43,520 --> 00:30:46,640 crazy, but I was just confused about if I'd fucked it up 585 00:30:46,640 --> 00:30:48,000 somehow. No, you're good. 586 00:30:48,440 --> 00:30:49,800 It's free money. It's nice. 587 00:30:50,440 --> 00:30:52,120 I like it. I'm going to buy a Tyler data 588 00:30:52,120 --> 00:30:55,280 card so that I can so I can collect all the film flower 589 00:30:55,280 --> 00:30:58,200 pieces. But like I got a base 16 Z card 590 00:30:58,200 --> 00:31:01,240 in my in my rewards this time. Like that's a .2 week card. 591 00:31:02,320 --> 00:31:07,080 Or base 16Z. Is it the same person? 592 00:31:08,800 --> 00:31:10,040 I don't know. There's lots of rumors. 593 00:31:10,560 --> 00:31:13,800 Uh oh. I think a lot of those big CT 594 00:31:13,840 --> 00:31:16,720 guys are the same person. But no, I think he might be. 595 00:31:16,880 --> 00:31:18,720 He might be separate. He's definitely related to SIS 596 00:31:18,760 --> 00:31:22,400 in some way, no doubt in my mind. 597 00:31:22,720 --> 00:31:24,320 They work. They probably work together or 598 00:31:24,320 --> 00:31:26,600 something. Hearing things, I think a lot of 599 00:31:26,600 --> 00:31:27,920 those big folks are working together. 600 00:31:28,320 --> 00:31:32,120 They're trying to, they feel. Yeah, I think, I think that's 601 00:31:32,120 --> 00:31:33,400 very true. Even Anthem, right. 602 00:31:33,400 --> 00:31:35,400 He's he was part of the VC and NYC crowd. 603 00:31:35,400 --> 00:31:38,920 I think a lot of them are like those the NYC influences are 604 00:31:38,920 --> 00:31:41,680 like XVC. They may have worked at the same 605 00:31:41,680 --> 00:31:44,280 thumbs and stuff. Yeah, we're hearing things. 606 00:31:44,480 --> 00:31:47,320 I big if true. I saw it on Biz. 607 00:31:50,200 --> 00:31:54,960 Brian Johnson, what's he doing? I'm sharing the tweet I'm 608 00:31:55,040 --> 00:31:58,080 sharing the tweet anyways yeah so fantasy top is popping I 609 00:31:58,080 --> 00:32:01,040 actually really like these guys people are still putting oh 610 00:32:01,080 --> 00:32:03,400 there you go just put mando in my deck look at that people are 611 00:32:03,400 --> 00:32:07,640 playing you paper are playing you Mando after that by Tyler. 612 00:32:07,640 --> 00:32:09,520 These cards are about to pop. Yeah, probably. 613 00:32:10,080 --> 00:32:11,440 I mean, a lot of people like the game. 614 00:32:11,440 --> 00:32:13,280 It's it's fun and it's just active. 615 00:32:13,280 --> 00:32:16,560 Plus this is a perfect thing to play when it's choppy or like, 616 00:32:16,680 --> 00:32:19,680 you know, like bear markets, you game choppy, choppy markets. 617 00:32:19,680 --> 00:32:21,480 You kind of want to play video games, like do things. 618 00:32:21,480 --> 00:32:23,840 It's like it's a good yield. Like Tyler was saying, you're 619 00:32:23,840 --> 00:32:25,680 making a point to Ether week. That's pretty nice, honestly. 620 00:32:26,160 --> 00:32:27,640 It'll add up. Ether's going to go up. 621 00:32:28,480 --> 00:32:29,720 Yeah, and like that doesn't count. 622 00:32:29,720 --> 00:32:33,760 Like I've written blast my blast Gold down to like 1/4 per point 623 00:32:34,560 --> 00:32:36,760 and then I'm not even factoring in the fan points. 624 00:32:36,760 --> 00:32:38,720 But like there's, I mean, they're good, decent products. 625 00:32:38,720 --> 00:32:40,160 Those fan points might be worth something. 626 00:32:40,200 --> 00:32:42,720 You know when they inevitably launch token. 627 00:32:43,280 --> 00:32:45,520 I would love for fantasy top to tge bro. 628 00:32:45,560 --> 00:32:51,040 I have so many fan points. I've got 1.4 million already and 629 00:32:51,160 --> 00:32:53,480 like depending how long this goes it's going to keep going. 630 00:32:53,920 --> 00:32:56,840 OK, you are like I've got 100. And 75 cards. 631 00:32:56,840 --> 00:33:01,160 I stopped burning my cards so now I I I run out 70 decks per 632 00:33:01,200 --> 00:33:02,440 week. Wait. 633 00:33:04,720 --> 00:33:08,880 OK, yours deep. Yeah, I mean, I never stopped 634 00:33:08,880 --> 00:33:12,440 playing. OK, like 1000 island stair, that 635 00:33:13,200 --> 00:33:16,840 sorry 1000 yard stair that Tyler does when when he looks back on 636 00:33:16,840 --> 00:33:21,680 all the DJ that he's done in the past, like a 1000 yards on 637 00:33:21,680 --> 00:33:23,960 there, he's at the. He's at his parents house 638 00:33:23,960 --> 00:33:25,560 thinking back about this stuff, he's like. 639 00:33:27,560 --> 00:33:32,600 Fuck yeah I'm probably in for 15 EI think he'll do? 640 00:33:32,960 --> 00:33:34,480 Good. Honestly, I genuinely think to 641 00:33:34,480 --> 00:33:38,240 something like I look at My Portfolio now, it's like 3.25. 642 00:33:38,240 --> 00:33:40,120 EI did burn a fuck ton of cards this weekend. 643 00:33:40,120 --> 00:33:42,200 That's because I'm a degenerate. Maybe I should stop burning 644 00:33:42,200 --> 00:33:47,120 cards and it's still good. It's holding good. 645 00:33:47,120 --> 00:33:50,200 I guess You know, they're like what, 87080 cards saying well, I 646 00:33:50,200 --> 00:33:52,000 like it. We like the game, we like the 647 00:33:52,000 --> 00:33:55,440 game, we like the French defs. If anything, these guys have 648 00:33:55,440 --> 00:33:59,000 proven to you that French defs can launch stuff. 649 00:34:00,840 --> 00:34:02,560 They've worked a shocking amount this summer. 650 00:34:02,560 --> 00:34:05,320 I'll be I'll be honest, I expected a lot less from the 651 00:34:05,320 --> 00:34:07,560 French devs. You're so funny. 652 00:34:08,080 --> 00:34:11,840 Anyways, that's hilarious. Anyways, so Tyler, Tyler, Tyler 653 00:34:11,840 --> 00:34:13,199 Tyler, what else do you have for us? 654 00:34:13,199 --> 00:34:15,400 I'm going through your stuff. I'm going through your stuff 655 00:34:15,400 --> 00:34:18,400 Fantasy top Jason son. So I just as we talk about it, 656 00:34:18,400 --> 00:34:21,639 alien punks, we talk about it Templeton, you know, crypto 657 00:34:21,639 --> 00:34:25,280 index, not bad NFTSI mean how are NFTS doing? 658 00:34:25,280 --> 00:34:27,040 We had quite a lot of good week last week. 659 00:34:27,040 --> 00:34:28,639 Do we think it's going to sustain over this week? 660 00:34:30,960 --> 00:34:32,280 Oh, that's interesting. Yeah. 661 00:34:32,280 --> 00:34:35,719 So we, we popped what, 10 to 20% on the board on Eve. 662 00:34:35,760 --> 00:34:39,080 I think perhaps a little bit more on Solana. 663 00:34:39,480 --> 00:34:42,440 I feel like we'll probably like revert a little bit this week. 664 00:34:43,280 --> 00:34:47,080 I think the, the there's a lot of like entities are back since 665 00:34:47,080 --> 00:34:49,600 it's been on the timeline, but there aren't a whole lot of 666 00:34:49,600 --> 00:34:54,840 people sharing their big NFT purchases on the timeline. 667 00:34:54,960 --> 00:34:57,600 So it it feels like, you know, we got a little bit of the 668 00:34:57,600 --> 00:35:03,920 rotation from mean traders back to NFTS, but this market is 669 00:35:03,920 --> 00:35:05,800 still as quiet as ever. It's like without any a big 670 00:35:05,800 --> 00:35:07,800 catalyst, it's kind of hard to see like what's going to make 671 00:35:07,800 --> 00:35:10,440 them continue pumping. So I got I won't be surprised if 672 00:35:10,440 --> 00:35:12,960 they're up another 510%, but I also won't be surprised if we 673 00:35:12,960 --> 00:35:15,480 give back some recent gains like we're probably just going to 674 00:35:15,480 --> 00:35:19,840 continue to chop, maybe start to slowly grind up with some ups 675 00:35:19,840 --> 00:35:23,440 and downs along the way. That's my read. 676 00:35:23,840 --> 00:35:26,720 I think on ordinals, Ordinals basically chopped last week, 677 00:35:28,480 --> 00:35:32,240 runes pumped, then they gave back some gains this weekend. 678 00:35:32,680 --> 00:35:36,880 Yeah. So like RSIC gave back about 20% 679 00:35:38,960 --> 00:35:40,320 pop spec. I mean, if you look at the 680 00:35:40,320 --> 00:35:43,000 weekly numbers, they're all right, but. 681 00:35:45,040 --> 00:35:48,360 They're actually not that bad. The week is not bad. 682 00:35:48,360 --> 00:35:50,880 I mean pops up .9 it's not bad. I mean there was much lower. 683 00:35:50,880 --> 00:35:53,520 So you're not looking that bad. It's just tough overall. 684 00:35:53,520 --> 00:35:56,080 Like the market's just like. Oh God this Domo ducks 685 00:35:56,080 --> 00:35:58,320 collection is going nuts. I don't even know what this is. 686 00:35:58,320 --> 00:36:01,000 They're up 300%. They're at point O 5 now. 687 00:36:01,280 --> 00:36:04,920 Yeah, I'm not sure. It's not a bad floor in Bitcoin. 688 00:36:05,800 --> 00:36:10,560 That's let's go look at it. What is Domo Ducks? 689 00:36:12,880 --> 00:36:14,920 3000 bucks. Mando would have loved that. 690 00:36:15,200 --> 00:36:16,080 It's over an eighth. Yeah. 691 00:36:16,080 --> 00:36:17,160 These things are over an eighth. Wow. 692 00:36:18,120 --> 00:36:21,280 Mando would have loved this. What are these things? 693 00:36:21,560 --> 00:36:23,720 I don't know but. Give us some of the comments if 694 00:36:23,760 --> 00:36:26,120 you're if you're in the dumb O ducks circle, please let us know 695 00:36:26,120 --> 00:36:28,320 what. The Full disclosure, we owe none 696 00:36:28,320 --> 00:36:30,720 and we're just finding out about this now, but if you're in this, 697 00:36:31,680 --> 00:36:33,600 let me know. Let let Tyler and I know in the 698 00:36:33,600 --> 00:36:35,600 comments so we can read a few comments about these. 699 00:36:36,080 --> 00:36:38,080 I'm so sad Mando's missing the dumb O ducks. 700 00:36:38,360 --> 00:36:41,160 Yeah, he's been well, that is so funny. 701 00:36:41,160 --> 00:36:47,680 Look at these. Ah, no, hold on, Domo Ducks. 702 00:36:47,720 --> 00:36:48,880 Do you know where that comes out of? 703 00:36:48,880 --> 00:36:52,040 I don't even know some 300%. There's clearly like an ordinal 704 00:36:52,040 --> 00:36:56,120 cabal at work, and sometimes we forget it's because it's been so 705 00:36:56,120 --> 00:36:59,680 quiet. Oh my God. 706 00:37:00,680 --> 00:37:03,200 I'll take it there's some action like it's it's better than just 707 00:37:03,200 --> 00:37:06,240 the constant daily up and down. There's a four major. 708 00:37:07,440 --> 00:37:09,160 I love that. All right, well, look, before we 709 00:37:09,160 --> 00:37:13,960 move on to the to the to the to the other thing, you shared a 710 00:37:13,960 --> 00:37:18,800 tweet earlier about pump fun and and and I, I read that this 711 00:37:18,800 --> 00:37:19,960 weekend. What what are your thoughts 712 00:37:19,960 --> 00:37:21,960 here? So Adam T the you know, he's 713 00:37:21,960 --> 00:37:24,160 been kind of putting on these tweets out about pump fun and 714 00:37:24,160 --> 00:37:26,640 now the conversation keeps on going about pump fun. 715 00:37:26,640 --> 00:37:27,800 I mean, what do you think about this? 716 00:37:28,720 --> 00:37:30,280 Yeah, so let's let's give out the numbers here. 717 00:37:30,280 --> 00:37:32,400 So folks, if they're, if they're following, just listening along. 718 00:37:32,400 --> 00:37:35,280 So here's the reality check. If you made over 1,000,000 bucks 719 00:37:35,280 --> 00:37:39,360 in trading pump fund, you're a top 70 trader, .0028%. 720 00:37:39,600 --> 00:37:42,720 If you made over 100,000, you're a top point O3 7%. 721 00:37:42,720 --> 00:37:46,600 If you made over 10,000, you're a top .477%. 722 00:37:46,600 --> 00:37:49,600 And if you made over $1000 you're a top 3% trader. 723 00:37:50,000 --> 00:37:53,920 I think it's that last line that is kind of jarring to see that 724 00:37:54,920 --> 00:38:00,560 only 3% of pump fund traders made more than $1000. 725 00:38:00,880 --> 00:38:05,040 So 97% lost or made less than 1000. 726 00:38:06,080 --> 00:38:09,040 So when you see that, I'm sure there's a lot of bots and 727 00:38:09,040 --> 00:38:11,640 whatnot that are probably skewing some of these numbers. 728 00:38:11,640 --> 00:38:16,160 But but my God, like it really feels like they're, there 729 00:38:16,160 --> 00:38:18,560 weren't many winners. The winners were heavily 730 00:38:18,560 --> 00:38:21,360 concentrated. And I think looking back to the 731 00:38:21,360 --> 00:38:24,280 NFT run, and again, I'm not saying NFTS are better and I'm 732 00:38:24,280 --> 00:38:26,280 not saying mean coin meta is over because I think it's going 733 00:38:26,280 --> 00:38:29,720 to continue. It felt like the NFT winners 734 00:38:29,720 --> 00:38:32,600 were more spread out and like perhaps like the seven figure 735 00:38:32,600 --> 00:38:35,480 winners were were concentrated. Sure, like not that many people 736 00:38:35,480 --> 00:38:38,680 made 1,000,000 bucks, but it sure felt like we all had like 737 00:38:38,800 --> 00:38:41,280 it's felt like all of all of our buddies had the story of like 738 00:38:41,280 --> 00:38:44,840 they minted something and sold it for 28th or 38th. 739 00:38:44,960 --> 00:38:48,040 Like it felt like everyone had like at least one story like 740 00:38:48,040 --> 00:38:54,080 that and you just, you don't have it in the pump fund 741 00:38:54,080 --> 00:38:55,560 streets. And of course, the, the broader 742 00:38:55,560 --> 00:38:57,600 meme market is bigger than just pump fun. 743 00:38:57,600 --> 00:38:59,880 So I don't know if you can extrapolate this data out to the 744 00:38:59,880 --> 00:39:03,880 entire meme coin cycle. I, I would imagine there's more 745 00:39:03,880 --> 00:39:07,560 than 3% of meme traders have made more than $1000. 746 00:39:07,640 --> 00:39:09,160 I'd be curious to see those numbers. 747 00:39:09,240 --> 00:39:12,880 But like if you see this like looking at these numbers, does 748 00:39:12,880 --> 00:39:15,040 this make you want to go enter the pump fun? 749 00:39:17,360 --> 00:39:20,360 I mean, I never really was in the pump fun trenches to start 750 00:39:20,360 --> 00:39:22,680 with. I don't know if the numbers 751 00:39:23,080 --> 00:39:25,000 would make me want to go, but I don't think if they would also 752 00:39:25,000 --> 00:39:28,640 make me not want to go. Like I feel like this is am I 753 00:39:28,640 --> 00:39:30,840 the only person who just thinks like this is like the same odds 754 00:39:30,840 --> 00:39:33,400 you have at life and like succeeding or even maybe a 755 00:39:33,400 --> 00:39:34,680 little better? Like, I don't know. 756 00:39:34,680 --> 00:39:36,840 Like I feel like people are like putting so much emphasis on pump 757 00:39:36,840 --> 00:39:41,320 fun being the despair of things. But like I read this and was 758 00:39:41,320 --> 00:39:43,600 like, I don't know if you're good with me or not, but like 759 00:39:43,600 --> 00:39:46,640 when I read that tweet this weekend, I was like, OK, that's 760 00:39:46,640 --> 00:39:49,200 just another thing crypto. Like, am I the only one who 761 00:39:49,200 --> 00:39:51,280 feels that way? Like yeah, when I read the 762 00:39:51,280 --> 00:39:53,720 timeline like. I think the 100,001 million, 763 00:39:53,720 --> 00:39:55,720 sure. Those numbers didn't really 764 00:39:55,720 --> 00:39:57,280 shock me. There's one in 14 million 765 00:39:57,280 --> 00:39:59,280 chances to win the lottery. I actually googled that after I 766 00:39:59,280 --> 00:40:02,280 saw that. I think what shocked me more was 767 00:40:02,280 --> 00:40:06,840 just that the only 3% made $1000, so I guess I thought I 768 00:40:06,840 --> 00:40:13,560 expected that to be higher. Yeah, I mean, in a way, I mean, 769 00:40:13,560 --> 00:40:15,360 look, I guess this is bullish for the coins that are outside 770 00:40:15,360 --> 00:40:17,160 pumped up fun because people are going to finally start looking 771 00:40:17,160 --> 00:40:19,040 outside of it and be like, oh, maybe I should be buying a $10 772 00:40:19,040 --> 00:40:21,960 million market cap coin that has held for a long time and 773 00:40:21,960 --> 00:40:25,840 consolidated rather than just buy a 50K coin that people are 774 00:40:25,840 --> 00:40:28,240 going to dump on me once it hits 95% bonding curve. 775 00:40:28,240 --> 00:40:30,720 Because that's kind of the play right for people on Pump Fun. 776 00:40:30,920 --> 00:40:33,000 Well, that's what I that's what I thought the rotation would be. 777 00:40:33,000 --> 00:40:36,120 And it turns out the rotation is everyone just stopped or or 778 00:40:36,120 --> 00:40:39,080 they're they're just selling. Listen, people rotate overnight 779 00:40:39,080 --> 00:40:41,400 into my bag so I'm not mad. Did you mention? 780 00:40:41,600 --> 00:40:44,360 It's good for you. There weren't too many. 781 00:40:44,400 --> 00:40:46,920 There aren't too many green meme coins on the week. 782 00:40:47,720 --> 00:40:51,120 Yeah, but I think they'll, I do think they'll come back. 783 00:40:51,120 --> 00:40:53,920 I think we're just in a mall and people are kind of resetting and 784 00:40:54,760 --> 00:40:58,080 we need, you know, we probably need the majors to go back up a 785 00:40:58,080 --> 00:40:59,080 little bit. You do. 786 00:41:00,400 --> 00:41:02,000 But people are going to get back in. 787 00:41:02,280 --> 00:41:04,680 I was tweeting this morning. I was telling people like, just 788 00:41:04,760 --> 00:41:06,840 you just got to this is where you just got to chill. 789 00:41:06,920 --> 00:41:08,880 Like people just really got to chill right now. 790 00:41:08,880 --> 00:41:11,840 Like just, you know, this is where you can just focus on your 791 00:41:11,840 --> 00:41:14,560 work. Do what you got to do, save 792 00:41:14,560 --> 00:41:17,200 money, make money, save money and just buy coins that you 793 00:41:17,200 --> 00:41:18,680 like. Like if you actually like have 794 00:41:18,680 --> 00:41:20,840 conviction in space. Like, you know, now more than 795 00:41:20,840 --> 00:41:24,920 ever, I generally like I'm starting to really like believe 796 00:41:24,920 --> 00:41:28,200 more and more and more into the whole like Kobe, like 2025 cycle 797 00:41:28,200 --> 00:41:30,480 thing. Maybe it's opium, Maybe because 798 00:41:30,480 --> 00:41:33,240 if it's my back bias, I don't want to like discard that 799 00:41:33,240 --> 00:41:39,600 either, right, But I, I'm just like, I don't know, I, I like 800 00:41:40,840 --> 00:41:43,560 where else are we going to like I, I, I don't, I don't, I don't 801 00:41:43,560 --> 00:41:45,800 think we're close to an end. Plus it's summer chop. 802 00:41:45,800 --> 00:41:48,400 Like summer historically across all markets is a shit time to 803 00:41:48,400 --> 00:41:50,080 trade, right? Like what did Mandel just tell 804 00:41:50,080 --> 00:41:51,160 us? I mean, he has he worked 10 805 00:41:51,160 --> 00:41:52,600 years at Barclays, you know what I mean? 806 00:41:52,640 --> 00:41:53,720 He. He's saying we're going to chop 807 00:41:53,720 --> 00:41:57,400 till the election. I mean, I wouldn't be surprised. 808 00:41:57,960 --> 00:42:00,360 I wouldn't be, yeah. Agree. 809 00:42:01,720 --> 00:42:08,520 I'm a big believer in like the the global monetary supply 810 00:42:08,520 --> 00:42:11,960 liquidity driving price action of these assets and it seems 811 00:42:11,960 --> 00:42:15,480 like we're just getting started and the money premiums are going 812 00:42:15,480 --> 00:42:19,120 to be on now for the next one to two years seems like. 813 00:42:19,840 --> 00:42:24,200 And so that aligns with the 2026 cycle top. 814 00:42:24,200 --> 00:42:26,720 I think previously I was more Q 4/20/25. 815 00:42:27,560 --> 00:42:31,000 I don't have a huge difference between like mid 2026 to Q 816 00:42:31,000 --> 00:42:33,280 4/20/25. I think it's hard to like 817 00:42:33,520 --> 00:42:36,320 predict, but in general that's kind of where I'm at. 818 00:42:36,320 --> 00:42:38,760 So I think the folks who were calling for Q 4/20/24, I never 819 00:42:38,760 --> 00:42:43,640 actually was on board with that, but we'll see. 820 00:42:45,880 --> 00:42:48,760 Yeah, I mean. How are your Poly market bets? 821 00:42:49,320 --> 00:42:52,320 Bad I got raised on everything. I lost everything. 822 00:42:52,800 --> 00:42:56,080 Not everything, no, I'm still up, but I on on Trump, on 823 00:42:56,080 --> 00:42:58,120 Carmel, I did really good because I bet no one most. 824 00:42:58,840 --> 00:43:01,120 Yeah, you're well on that one. Yeah, I cooked on that one. 825 00:43:01,560 --> 00:43:04,000 So I had no on everything pretty much. 826 00:43:04,680 --> 00:43:07,120 And Trump though I got absolutely cooked. 827 00:43:07,120 --> 00:43:11,200 I I had Bitcoin and BTC because I figured crypto because I 828 00:43:11,200 --> 00:43:13,800 figured he didn't talk about crypto last few times didn't hit 829 00:43:13,800 --> 00:43:15,240 it. I had no on tampon because 830 00:43:15,240 --> 00:43:18,320 tampon became consensus that therefore I wanted to go anti 831 00:43:18,320 --> 00:43:19,880 consensus because it wasn't paying. 832 00:43:20,120 --> 00:43:22,200 And he used tampon again for third time in a row. 833 00:43:22,400 --> 00:43:24,400 He should probably get over that line after a moment. 834 00:43:24,440 --> 00:43:27,640 So I'm I'm going to keep betting no until it hits and then 835 00:43:27,640 --> 00:43:30,320 illegal immigration. He's like obsessed with that. 836 00:43:30,840 --> 00:43:33,680 And I I thought he was going to say more than three times 837 00:43:33,680 --> 00:43:36,040 because he did during the Elon interview and he didn't. 838 00:43:36,120 --> 00:43:40,480 So I had I I had that. So that didn't work out for me. 839 00:43:40,480 --> 00:43:44,240 So I pretty much gave like almost nearly a lot of my gains. 840 00:43:44,280 --> 00:43:46,920 I had no on Iran as well. He said that. 841 00:43:46,920 --> 00:43:50,880 So I went like anti consensus and I so the The thing is, you 842 00:43:50,880 --> 00:43:53,320 have to bet no on Kamala and just yes on everything Trump, 843 00:43:53,320 --> 00:43:56,000 because clearly he uses more words and lost to ramble. 844 00:43:56,080 --> 00:43:57,400 What? How did you do? 845 00:43:58,080 --> 00:44:00,360 I, I smashed on Trump. So I, I had the opposite. 846 00:44:00,360 --> 00:44:03,560 So I, I went five or six. So I had yes on tampon, yes on, 847 00:44:03,560 --> 00:44:07,680 I ran no on illegal immigration 3X, no on MAGA 5X. 848 00:44:07,680 --> 00:44:10,600 And then I had no on Elon, which was 5 to 1. 849 00:44:12,560 --> 00:44:14,880 So I, I did well, the only one I missed on. 850 00:44:15,680 --> 00:44:18,720 I'm trying to figure out. I I bet a 12:50 long shot and 851 00:44:18,720 --> 00:44:24,680 missed it, but you expect to lose those it Oh, the illegal 852 00:44:24,680 --> 00:44:27,320 immigration was a terrible beat for you, so you probably weren't 853 00:44:27,320 --> 00:44:28,640 listening. I actually did TuneIn. 854 00:44:29,240 --> 00:44:32,200 He said Kamala migrants and illegal. 855 00:44:32,200 --> 00:44:34,600 He said illegal aliens probably 20 times. 856 00:44:34,680 --> 00:44:35,800 Oh, and you had to say like so, he said. 857 00:44:35,800 --> 00:44:38,120 Illegal aliens instead of illegal immigrants. 858 00:44:38,600 --> 00:44:42,200 So like conceptually, he did hit that topic very, very hard. 859 00:44:42,520 --> 00:44:45,960 He just didn't use those. I'm happy to bet on, yeah, I'm 860 00:44:45,960 --> 00:44:47,760 happy to bet on the words for both. 861 00:44:47,760 --> 00:44:51,520 Like right now there's a Kamala like DNC acceptance speech bet 862 00:44:51,520 --> 00:44:54,080 and stuff, but like, I can't possibly listen to them speak 863 00:44:54,080 --> 00:44:56,040 any longer. I, I I cannot. 864 00:44:56,120 --> 00:44:57,280 I'm not. Think we're getting, I think 865 00:44:57,360 --> 00:44:59,840 we're getting some fatigue on these word bets a little bit. 866 00:45:00,240 --> 00:45:04,280 I it was fun for a week. Yeah, but I'm I'm sitting to do 867 00:45:04,280 --> 00:45:06,440 it. I mean, there's still $143 in My 868 00:45:06,440 --> 00:45:09,400 Portfolio on there. So like, yeah, I'm, I'm still 869 00:45:09,400 --> 00:45:13,040 gonna, you know, I'm definitely gonna gamble more, but but you 870 00:45:13,040 --> 00:45:17,280 know, it's, it's, it's not something I'm looking forward to 871 00:45:17,280 --> 00:45:19,840 because it's not speeches that I like to listen to that much. 872 00:45:20,000 --> 00:45:23,280 Like I'm just like, I'm just kind of like, whatever, you know 873 00:45:23,280 --> 00:45:25,000 what I mean? So there's some good odds 874 00:45:25,000 --> 00:45:27,640 though, you know, because everything was a no last time 875 00:45:28,240 --> 00:45:30,200 for Kamala. So you have some really solid 876 00:45:30,200 --> 00:45:34,480 odds this time on the yeses, so. Interesting ones I just see you 877 00:45:34,480 --> 00:45:37,920 I think so let's take a look real quick so this is Thursday 878 00:45:37,920 --> 00:45:40,760 by the way I'm. On the wrong one. 879 00:45:41,400 --> 00:45:43,360 Well, let's go. So I don't know what. 880 00:45:43,400 --> 00:45:49,800 So her big speech is Thursday. I don't know if she's giving 881 00:45:49,800 --> 00:45:52,960 like a smaller speech tonight. I don't think it's on there. 882 00:45:53,720 --> 00:45:57,080 OK, so if you scroll, if you Scroll down to the info, is this 883 00:45:57,080 --> 00:46:01,960 for tonight then just during her keynote? 884 00:46:01,960 --> 00:46:03,440 So I'm pretty sure her keynote is Thursday. 885 00:46:04,960 --> 00:46:08,400 It's a DNC acceptance speech, so whenever that is. 886 00:46:09,080 --> 00:46:10,200 Yeah. So I think that's that's coming 887 00:46:10,200 --> 00:46:11,400 Thursday. So we've got some time. 888 00:46:14,840 --> 00:46:16,120 Yeah. Let's take a look at this 889 00:46:16,120 --> 00:46:20,560 between now and then. She's going to be more scripted, 890 00:46:20,560 --> 00:46:21,960 right? So she's going to be tighter, 891 00:46:22,960 --> 00:46:27,760 but this is all you expect it to be, a longer speech, not going 892 00:46:27,800 --> 00:46:29,760 back your heads. But that's like, you can't bet 893 00:46:29,760 --> 00:46:31,280 the heavy favorite. Like, it's so hard to bet the 894 00:46:31,280 --> 00:46:33,080 heavy favorites. Now why did they slide in the 895 00:46:33,080 --> 00:46:38,840 word Jew in there? I'm sick like 5% this. 896 00:46:39,040 --> 00:46:42,560 I'm sorry this is so random. Click click on that. 897 00:46:42,560 --> 00:46:44,600 Does Jewish count or does it have to be Jew? 898 00:46:45,880 --> 00:46:50,840 I guess we have to see here. OK, she's So it has to be Jew. 899 00:46:50,840 --> 00:46:52,760 Yeah, I was Jewish does not count. 900 00:46:52,760 --> 00:46:54,440 OK. Yeah, I am not betting on that. 901 00:46:55,120 --> 00:46:57,800 This is such a random spread like this is like, I don't know 902 00:46:59,400 --> 00:47:03,280 on burden is not bad or has she stopped saying has she stopped 903 00:47:03,280 --> 00:47:03,840 saying her? Famous. 904 00:47:03,840 --> 00:47:07,320 I haven't heard her say that in a while, so I don't know. 905 00:47:07,960 --> 00:47:10,000 It's a little fishy. I like 6:00 to 1:00. 906 00:47:10,280 --> 00:47:12,320 But see, not going back. Like that's her MAGA, right? 907 00:47:12,320 --> 00:47:14,520 Like that's too easy. It is, but like, there's no 908 00:47:14,520 --> 00:47:16,920 point. I like monkey pox at six points. 909 00:47:17,760 --> 00:47:22,040 Monkey pox is not bad. I like that at 6%, you know. 16 910 00:47:22,040 --> 00:47:25,320 to one on that, yeah. If I were to top out my thing 911 00:47:25,320 --> 00:47:28,760 like $43, bet you know you're what you're looking at. 912 00:47:29,040 --> 00:47:33,320 What's the return on that? If I hit hold on, let me zoom 913 00:47:33,320 --> 00:47:37,120 out here and you're looking at $700, 700 bucks back. 914 00:47:37,120 --> 00:47:39,560 It's not bad in monkey pox. Or maybe that's not the You 915 00:47:39,560 --> 00:47:41,720 don't speak about monkey pox during the DNCI guess. 916 00:47:43,120 --> 00:47:46,160 It's a long shot, let's put it that way yeah. 917 00:47:46,600 --> 00:47:50,480 I mean, zooming out a little bit, Polymarket's doing 10 to 918 00:47:50,480 --> 00:47:52,360 15,000,000 a day. Wow. 919 00:47:52,520 --> 00:47:55,640 And it but like that I will I will give them credit for like 920 00:47:55,640 --> 00:47:57,840 I, I thought we would see the volumes dip a little bit. 921 00:47:57,840 --> 00:48:00,440 It's like we saw huge amounts bet on the election, then on 922 00:48:00,440 --> 00:48:04,600 that the the dim VP bet and then it's been slower, right? 923 00:48:04,600 --> 00:48:07,040 Like we're we're running out the DNC and then we're going to have 924 00:48:07,040 --> 00:48:09,400 the debates on September 10th. I think that's going to be a big 925 00:48:09,400 --> 00:48:12,360 day, but I thought we'd see more of a lull and there's not. 926 00:48:12,920 --> 00:48:14,120 I don't think it's going to be a lull. 927 00:48:14,120 --> 00:48:16,240 I think these prediction markets keep going man. 928 00:48:16,320 --> 00:48:22,840 Like it's a it's a lot and it is fun and think about it like 8000 929 00:48:22,840 --> 00:48:26,240 daily active traders nothing. I agree I I want to come back. 930 00:48:26,240 --> 00:48:30,120 I feel like when Frintech like 20,000 or maybe 40,000. 931 00:48:30,960 --> 00:48:32,400 Like every. Significantly. 932 00:48:32,400 --> 00:48:34,560 More ET had a frantic account, brother. 933 00:48:34,800 --> 00:48:39,000 Like everyone was on FT, everyone whose early cycle 934 00:48:39,000 --> 00:48:42,040 sentiment was high, people were happy, everybody was starting to 935 00:48:42,040 --> 00:48:44,640 make some serious fucking money. Solana was up 1000%. 936 00:48:44,640 --> 00:48:49,480 Like it was like Frantech launch like that, you know that period. 937 00:48:49,720 --> 00:48:52,280 And everybody was talking social fires, social fires, social 938 00:48:52,280 --> 00:48:54,280 fires, social fire was like, you know. 939 00:48:54,920 --> 00:48:56,240 Yes. What a fumble. 940 00:48:57,800 --> 00:49:01,400 God, probably the biggest. One your eyes again. 941 00:49:01,600 --> 00:49:07,640 Mando would have loved that one. Of this cycle, I just they made 942 00:49:07,960 --> 00:49:09,800 $50 million million. Dollars, yes. 943 00:49:10,520 --> 00:49:12,520 And then? How did I'm cooked bro? 944 00:49:12,960 --> 00:49:15,200 The tokens worth like 10 million bucks or something right now, 945 00:49:15,200 --> 00:49:18,200 and that's mostly Machi. Even Machi stopped buying. 946 00:49:18,440 --> 00:49:21,320 He stopped buying, Yeah. He stopped buying last night. 947 00:49:22,760 --> 00:49:25,320 Yeah, I know. We we need to hit Arbitrome. 948 00:49:25,320 --> 00:49:27,960 Yeah, we'll chat more Polymark. And don't worry, folks. 949 00:49:28,160 --> 00:49:31,760 That yeah, I mean the the, the if the bet is on Thursday, then 950 00:49:31,760 --> 00:49:32,920 we'll go over it Thursday morning. 951 00:49:33,000 --> 00:49:39,800 We'll you know, we'll we'll, we'll, we'll get to that. 952 00:49:39,800 --> 00:49:41,840 But it's funny, I just I open Twitter and I see the tweet 953 00:49:41,840 --> 00:49:46,400 about Machi's stop buying fucking Machi done buying the 954 00:49:46,400 --> 00:49:47,840 stuff that you're talking about. So. 955 00:49:48,320 --> 00:49:52,000 He had like 20%. I just thought he was going to 956 00:49:52,000 --> 00:49:53,920 buy the whole thing and just do and launch something. 957 00:49:54,040 --> 00:49:56,160 CTO, I don't blast. He was talking about at some 958 00:49:56,160 --> 00:49:58,720 point we should CTO friend tech and move and move it to blast. 959 00:50:00,160 --> 00:50:01,640 That's what I was talking about anyways. 960 00:50:01,680 --> 00:50:05,280 All right, Well, Arbitrum, Arbitrum today we got, we got, 961 00:50:05,600 --> 00:50:07,720 you know, every week, every Monday we're partnered with 962 00:50:07,720 --> 00:50:10,960 Arbitrum in order to bring you the ecosystem updates going on 963 00:50:11,000 --> 00:50:13,560 on there. And there's usually a lot this 964 00:50:13,560 --> 00:50:15,640 week. You tell me there's a duck chain 965 00:50:15,640 --> 00:50:17,480 on there, Tyler. Duck chain baby we. 966 00:50:17,680 --> 00:50:18,960 Start there. I know we have three things to 967 00:50:18,960 --> 00:50:21,000 hit for Arbitrum, but what the hell is Duck Chain? 968 00:50:21,600 --> 00:50:24,760 Yeah, I'll, I'll get us there. So we've talked about Arbitrum 969 00:50:24,760 --> 00:50:26,320 Orbit. I think that's the tech that 970 00:50:26,320 --> 00:50:28,240 they've been using to launch the L3 chains. 971 00:50:28,320 --> 00:50:32,360 Well, now the big news is you can use Orbit chains to launch 972 00:50:32,360 --> 00:50:38,240 outside of Ethereum. So this started back in January. 973 00:50:38,240 --> 00:50:39,960 The Arbitron Foundation announced this Arbitron 974 00:50:39,960 --> 00:50:42,560 expansion program which allows products to fork their code 975 00:50:42,560 --> 00:50:46,280 base, modify it, and then deploy it on other chains. 976 00:50:47,200 --> 00:50:51,560 In return, Orbit expects to get 10% of that chains profit back 977 00:50:51,640 --> 00:50:55,440 to the Arbitron ecosystem, 8% to the Dow and 2% to their 978 00:50:55,440 --> 00:50:57,920 developers. So this actually just passed at 979 00:50:57,920 --> 00:51:02,240 the end of July the 85% yes vote and now the news we've got the 980 00:51:02,240 --> 00:51:05,760 first ever non etherium orbit chain lost. 981 00:51:05,760 --> 00:51:09,800 It is called duck chain babe. It's launching in the tongue 982 00:51:10,280 --> 00:51:14,520 ecosystem. The the test net and mainnet are 983 00:51:14,520 --> 00:51:18,200 coming soon. Let's see if we can get the do 984 00:51:18,200 --> 00:51:19,400 you have the do you have the duck have? 985 00:51:19,440 --> 00:51:20,720 You right there? Yes, Sir. 986 00:51:20,720 --> 00:51:22,080 Yes, Sir. There you go. 987 00:51:22,520 --> 00:51:24,040 There. We go look at these. 988 00:51:26,520 --> 00:51:28,880 Ducks, Today's how? Hotter ducks right now. 989 00:51:29,200 --> 00:51:31,880 I love that duck. Hey, ducks are training. 990 00:51:31,880 --> 00:51:35,200 We have we have Epic of Solana. We have duck chain Arbitrum, 991 00:51:35,240 --> 00:51:38,000 which is tied to ton blockchain. And then we have those ducks on 992 00:51:38,000 --> 00:51:39,960 on on Bitcoin. So what's this duck chain? 993 00:51:40,640 --> 00:51:42,320 Yeah, I mean, these are some buzzwords you love. 994 00:51:42,320 --> 00:51:45,880 So TON Telegram, right? They're they're growing in 995 00:51:46,080 --> 00:51:50,920 droves over there right now. One of the hottest ecosystems in 996 00:51:50,920 --> 00:51:54,400 crypto. And now you've got Orbit helping 997 00:51:54,400 --> 00:51:57,320 to drive their first ever L2 on top of TON. 998 00:51:57,320 --> 00:51:59,680 And it's called Duck Chain. I don't think we know a whole 999 00:51:59,680 --> 00:52:02,840 lot about it. These are mysterious ducks right 1000 00:52:02,840 --> 00:52:04,880 now. So we'll certainly learn more 1001 00:52:04,880 --> 00:52:07,120 when they're test net and their main net launch. 1002 00:52:07,120 --> 00:52:09,720 But I mean, if you have to pick an ecosystem to build it, I 1003 00:52:09,720 --> 00:52:13,800 think outside of ETH right now, what's on the top of your list? 1004 00:52:13,880 --> 00:52:17,680 It's Solana and probably Ton Telegram, right? 1005 00:52:19,360 --> 00:52:21,680 There's two big ones for me if you're going outside of ETH. 1006 00:52:23,560 --> 00:52:27,120 So they are clearly looking to expand. 1007 00:52:27,160 --> 00:52:29,080 I think that makes sense. And then we've got this other 1008 00:52:29,080 --> 00:52:32,240 change here. Another big news piece from 1009 00:52:32,240 --> 00:52:34,600 Arbitrome this week is the stylist vote. 1010 00:52:34,600 --> 00:52:38,240 So another vote just passed. This one was well over 90%. 1011 00:52:38,280 --> 00:52:41,920 It was called the stylist vote. And what happens now is Rust, C 1012 00:52:41,920 --> 00:52:45,760 and C++ smart contracts are coming to Arbitrum One and Nova 1013 00:52:46,000 --> 00:52:48,680 starting on September 3rd. I think devs are already hailing 1014 00:52:48,680 --> 00:52:53,560 this as September 3rd will be the biggest day in Arbitrum yet 1015 00:52:54,000 --> 00:52:56,400 to date. And I think that's because of of 1016 00:52:56,400 --> 00:52:58,360 Rust. If folks aren't familiar, it's 1017 00:52:58,360 --> 00:53:01,440 been growing in popularity with blockchain programmers, notably 1018 00:53:01,720 --> 00:53:04,080 Solana. So Rust is a a big programming 1019 00:53:04,080 --> 00:53:07,800 language for Solana. It's also used in near and polka 1020 00:53:07,800 --> 00:53:10,120 dots. So so Solana devs can now 1021 00:53:10,120 --> 00:53:13,960 program ABS contracts inside Arbitrome. 1022 00:53:14,800 --> 00:53:18,600 So that's a pretty big deal. They just pulling back in 1023 00:53:18,600 --> 00:53:20,040 summer. We we see all the efforts 1024 00:53:20,040 --> 00:53:25,600 they're doing to expand outside of of just their core Ethereum 1025 00:53:25,600 --> 00:53:26,680 area. And then also, you know, 1026 00:53:26,680 --> 00:53:29,720 recognizing success on other chains and helping to bring that 1027 00:53:29,720 --> 00:53:32,600 back into their ecosystem. So you know, everything they're 1028 00:53:32,600 --> 00:53:37,000 doing is, you know, it's helping the broader crypto ecosystem as 1029 00:53:37,000 --> 00:53:39,240 well as, you know, helping out Arbitrum. 1030 00:53:39,240 --> 00:53:40,880 So I think you're happy. It's a win win. 1031 00:53:41,720 --> 00:53:43,360 Sure. If you're in the Arbitrum Dow, 1032 00:53:44,160 --> 00:53:47,200 and I'm very curious to see what this Arbday coming on September 1033 00:53:47,200 --> 00:53:50,360 3rd, you know what kind of new developers will see. 1034 00:53:50,760 --> 00:53:52,640 Yeah, I think it's. Going to be in Korea actually 1035 00:53:52,960 --> 00:53:57,240 right? There's Devon event there that 1036 00:53:57,240 --> 00:53:58,840 day. She headed to Japan on Sunday, 1037 00:53:58,840 --> 00:53:59,880 bro. Oh wow. 1038 00:54:00,720 --> 00:54:04,480 I know, I know, I'm, I'm excited about sometime. 1039 00:54:04,480 --> 00:54:09,400 I'm not excited. I'm so busy bro, Oh my God. 1040 00:54:09,520 --> 00:54:14,400 Speaking of busy, it is 10:59 AM so got to get on to our 17 1041 00:54:14,400 --> 00:54:16,880 meetings for the day. I hope you enjoyed Annapolis for 1042 00:54:16,880 --> 00:54:21,080 the week. It's I were you there Vcon last 1043 00:54:21,080 --> 00:54:22,600 year. I was, yeah. 1044 00:54:22,600 --> 00:54:24,680 I enjoyed Vcon quite a bit. Yeah, we were. 1045 00:54:24,760 --> 00:54:27,240 We were there last year. I went to this. 1046 00:54:27,280 --> 00:54:29,840 I mean, my, my highlight was this one steakhouse I went to, 1047 00:54:29,840 --> 00:54:31,600 but that's about it. I think it was a Ruth, Chris. 1048 00:54:33,240 --> 00:54:34,840 Ruth Chris is good. St. 1049 00:54:34,840 --> 00:54:38,480 Elmos is the iconic Indianapolis one as well. 1050 00:54:38,520 --> 00:54:42,280 So we'll we'll try to get the we'll try to get down there. 1051 00:54:42,880 --> 00:54:45,920 I love that. All right, well, Tyler, enjoy, 1052 00:54:45,960 --> 00:54:48,600 enjoy, enjoy the rest of your Monday and with that, everybody, 1053 00:54:48,600 --> 00:54:50,600 I hope you have a wonderful rest of your week. 1054 00:54:50,600 --> 00:54:52,640 Everybody remember it's a full moon today. 1055 00:54:52,800 --> 00:54:56,080 Let the pump inside of you. And with that, with that, with 1056 00:54:56,080 --> 00:54:57,680 that, we'll see you tomorrow morning, 10:00 AM Eastern 1057 00:54:57,680 --> 00:54:59,600 Standard Time. Further episode of from While 1058 00:54:59,600 --> 00:55:01,280 we're on Rock Radio. Lots.