Yo, what up? What up? Good morning, Good morning, GM G Monday Moon member. It's still Moon member over here 25th 2020 444 lots of fours in the morning and the and the and the order books. I'm going to tell you that look at that another beautiful day to have a beautiful day. Cool as fuck day to have a cold as fuck day man, it must be really cold in wherever must be really cold this morning. Let me tell you that because it's cold inside. That's not cold.
It might be freezing in Chicago. I got Tyler Mando in the house. What's up y'all? What's up? I missed you guys the last couple days. How you guys doing today? I'm doing great. How are you? Just another day in the bear market, brother. Just another day in the bear market. Yeah, we were there last bear market. We're going to stick around this bear market. Tyler, how you doing? I'm doing fantastic. I was fairly locked in this weekend, had some nice trades there.
There's a lot of action. There's still a lot of wins to be had despite a lot of the majors chopping or dipping and excited for this week. I'm very curious how this week is going to be as a holiday week here in the in the US, but I'm ready for it. Yeah, oh, it's true. We have holiday week. I mean, remember to pump your bags to your family this weekend. They have a good dip opportunity.
You know what? This dip is actually a Thanksgiving dip, a pre Thanksgiving nip so that your family can get in a lower price because they were probably texting you 99 K this weekend thinking, oh, I miss Bitcoin. And now they're here and you they're going to be able to buy it for like 69 K tomorrow at this rate. So you know what? Like this you. Said that I actually had a shower thought this morning. I'm going to write a post about how to talk to your family about
fart coin dude. Can you make one about chill guy as well? Oh, you know what you make it about fart coin. I'm going to pasta you and replace it with chill guy. Let's do that. You go 1st and we'll just all copy pasta. Amanda's going to pasta for epic. You all pasta for for my my bags and then everybody in the audience here can can can pause that for their for their respective bags as well anyways, so that's a show today today
market report. You know we're going to talk about this market as he was good was good as usual. What else we got, we got obviously Tyler's top 100,000 and Tyler texted last night saying he's got a lot to cover this morning. So so let's see, but it means it means that we have titles topped 100,000 this morning. Wow, the market selling of quick look at that and and, and then what do we have? We don't have Robit today.
That's that's, that's tomorrow and our partners over at Galaxies with seamless built in monetization tools, Galaxies enables development of sustainable long term communities fulfilling bitcoins vision of decentralized freedom and independence from centralized control. Super excited. We're going to be working with Galaxies until like the month of July at this stage, which is super fucking sick and I'm I'll I'll work on the intro. I'm going to I'm going to customize it.
OK, I'm I'm going to work it here and there. We were laughing with the team the other day about that. I was chatting with the gas team earlier last week. I was Jack joking about the the ad. That was hilarious. But anyways, don't be with us at Basil. You're going to love it. Also, what's with burns new PFP? It's fire. Did Ovi make him an honorary? I only saw it the other day, I didn't know what it was. Is because that's a surely this is a burn honorary, right? Like it looks like Bernie.
That's cool, right? Damn, I didn't realize Bernie has got Bernie. Is that an honorary reggae? What is this? Bear market? So we get bear market numbers now on the show. Let me see some more tweets. Y'all. Oh, Jack Lakura made it. Oh, sick. OK, OK, so it's it's OK. So you got Ovie at home to make him a a APFP. Got it. Thank you Burn for your Let me see some more tweets. There you go. Come on. Come on. Let me see some more tweets. Let's get this show. Poppin Mendo Mendo.
Mendo, Mendo. Mendo. Mando. Mando. Minutes. Let's see what you got for us today. Who is the man? Macro. Daddy of the land. Can you dig it? GM, everyone. So yeah, it was meant to be a whole day weekend. Everyone was meant to be able to chill out, take a few days off. Feels as though we're going to have a little bit more volatility in terms of macro this week. We do have a couple of things. We have the Fed minutes which is going to come out and then we have PC inflation, but nothing
crazy. Micro strategy results I think are this week as well. It did come out this morning that they have come into the market and bought another 55,000 Bitcoin, which is fairly wild. I didn't know if that was what made us sell off. Sometimes after those sort of tweets, people get a little bit bearish, like oh God, like he's the only buyer. But he did spend another $5.4 billion, it looks like. Remember he said he wanted to
raise another $42 billion. So I think the, the only real worry here, I would say is that there's just been a lot of talk about sailor and micro strategy. There was a short piece put out by Citroen Research on them and there's been some talk about him being like a like a structural risk, basically systemic risks to the, to the Bitcoin industry. So like, I don't, I don't think you will get that bullish on on sailor buying.
It's not like when the ETF buys like if the ETF was buying 5 billion, we'd be like everyone be super bullish when sailor buys. Weirdly, I think it people are now more and more like, oh God, like he's going to be huge versus this ecosystem and that can lead to some, some risk. So I don't know if that's what caused it. Other than that, I felt like it was super healthy to come back to like 1995 K before we before we push on higher.
If I'm honest, I wasn't, I kind of felt we might go sideways around that 100K level, but that normally means also you're going to you're going to dip down a few of these days. So I think it's pretty, pretty normal. It doesn't like we're going to get a pretty positive Trump administration here for crypto again, Besant was nominated for the Treasury or Besant, I don't know how you say that. So who's been who's very pro crypto And I think that puts us
in a much better spot. We also have one of the biggest banks out of Hong Kong, ZA Bank just launched crypto trading for retail. I think it is the biggest retail bank in Hong Kong just launched crypto trading. So that's quite a big deal. From the macro standpoint. We saw that there's there's a much stronger relationship between Cancer Fitzgerald, which is one of the big US brokerages slash custodians. Sorry. That's Lutnick, right? Yeah, yeah.
Well, he's now going to take a a position in the Trump admin, but he looks like they actually own part of Teller. They own 5% which kind of makes sense because they they've done a large amount of the of the custody looks like 4. Remember the the Davos speech that he gave saying that I've seen the books tethers good. Like stop fighting. Remember that was him. He was out there.
So that makes sense actually. So very interesting to see that that AUS firm as big as cancer is, you know, it's a, it's a very well known U.S. financial institution to have such big ties to Tether is, is pretty interesting. So, and particularly also that their CEO is now going to be part of the Trump administration. So maybe, maybe there's a path here for Tether being more
accepted, Who knows. I couldn't think of a more bullish scenario really for Tether than the CEO who basically said their books are OK and bought 5% of the company is now going to be is the common secretary. Commerce Yeah, because he he he he threw a fit so he didn't get the other job. Remember the whole we talked about last year on the show? They were best sent in him or like, you know, kind of having a catfight over over getting the
job. And then Trump was like, all right, you both sit the fuck down and then give it to someone else, all right? Well, super bullish. I think that again for crypto that's that. I think Tether is still the one remaining that and maybe like HTX but like that the people get worried about periodically. So good to see that it's perhaps passed the smell test that Cantor Fitzgerald could earn part of it and, you know, puts puts a lot of people at ease. Yeah, definitely.
So what's, what's the, what's the reason, Ben, I will sell. I mean, we're already pumping back. So we'll probably be back to regular prices. We're like, we're back to what prices on scene since like 3 days. You know what? Go ahead. I I it's nothing to do with macro. The the the the the the dollar is lower. Point yields are low. So like everything around macro pointed to like just a pretty
quiet open. What I would say is after Thanksgiving, markets do go a little bit quieter in terms of volatility, sorry, in terms of volume, Yeah. And that leads to like more volatility. So like some of the biggest sell offs we've ever seen over the last five years have happened in December, even though they're often very, very good months. And that's just because fewer traders, fewer decision makers and and that can lead to drama.
So I don't know if that's this, but I would I would be unsurprised if you start to see a bit more volatility into year end. The other thing he started rallying again. Well. That's I was going to say this morning, I literally my next stop. I was about to follow up on that. Yeah. Be query that we're about to dump that. Was going to be my follow up question. The moment you see oh east side outperform again it's like bam
whole market taken out. So that is a tried and tested method for the last 12 months in my dude. I just texted a homie of mine who I know. The poor I don't know. I mean he loves pain. I've been trying the time to stop. He's been holding Ethan's forever. Which by the way is like the worst trade ever because you're wasting up cost and like paying funding for no reason. I've been begging him to close along for being 3500 this morning. Like, oh, here we go.
And then I swear to, I swear to God, not 30 seconds later, 940 AM time stamp, I go, There we go, 3500 and I think the dump was 9:42 AM Fantastic. It's comical at this stage. You never trust me. You you could never trust either. I saw you. I posted this stuff by the way, we're live on video as usual. You know the vibes. We host this show on video five days a week. Check us out. We posted the broadcast thing, but the time signs just checks out right? Like it's just right there 3500
and you can't catch or break. So at some point we'll get there. So macro wise you said we're clear, right? There's not much. There's like 1 little thing we're waiting on and that's it. They're just coming for liquidations it seems. I just saw it on Wizards page. Yeah, I mean. There's nothing. There's nothing other than the fact that Sailor was the one buying. There's nothing that points to me that like we're in some. Yeah, nothing major. Yeah, I was I was looking at
that. He was saying just come. It's just like some typical like liquidations wash out And I saw this other guy. Was it Eugene, not the DWF 1, the other Eugene Ng He's got to change his name now on the ex. Just thought about that. This guy should probably like rebrand himself to like an alt name. I don't know, anyways, I don't like imagine your Twitter handle is like the same handle as the other dude. Oh shit. But I mean, it's not his fault. That's what he's born as. Anyways.
For me, he was like, he made a tweet this morning saying like, and like 10 minutes later we dumped. So he was right. It was like sailor bidding and 100K failing to break out. We're probably going to dip here. Like with even with the bid, like we failed to like go higher. And he was saying like, we're bound to have a little move lower here. So OK, so we'll see what happens there. Look Solano definitely like took a big hit as well on the back of Bitcoin dumping that kiss 230.
Whoa, that was a crazy liquidation wig. That's a you can tell man though they haunted on this one. Check this one out. Wow. Yeah. Makes. Sense they went hunting here it's already being filled. Obviously I don't know on the way up or down this stage, but so I went all the way up to 34 back now up to 240 from a 250. So that's that's a that's a crazy dump there. E is holding a 3400 and this what about the top movers this weekend? What are we?
What are we looking like? Mando, anything that's on your radar? I saw you make a tweet yesterday about your coins. Yeah, apart from like mid tier memes, I would say it wasn't your regular bunch again, it's been these it's been other alt coins like the gaming sector had to go OK weekend sandbox like a lot of these metaverse coins did well like randomly out of nowhere like Decentraland and sandbox and and ape and a few of the others. There was nothing really to point to that.
It was just just happened and then some, yeah, there's some like XRPS seems to be like relatively strong, like weird coins. I would say coins that like you haven't no one's really been paying attention to for a while if you're part of like the core CT community. Yeah, it's, it's, we'll see where that goes. But look, it looks like where we at now.
Like I mean it's funny yesterday like Sandbox out of nowhere had like 100% day and when that caused that, but maybe all the signs were there proper rotation right from Bitcoin to to alts to memes to just to to fucking metaverse. Maybe the signs were there when decentralizing Sandbox went up like 2X and then this morning ETH was pumping. Maybe we should have known that the move. Said to myself this morning, we're going to dump because yeah, I wrote it in the and I was like, we're going to.
Stop. It's so funny it it's people will say we're just hitting uneath, but we're not it's like it's just like such a meme at this stage. It's like it's too powerful. The memes are too powerful. Anyways, Tyler, let's just go on to you and let's see because you got a lot to talk about today. So let's see what Tyler's. Got my top story from the weekend.
Binance has published a research paper about the AI crypto sector and its future highlighted GOAT, the Virtuals Protocol and Dows dot Fun. In a signal of increasing interest in this sector, we covered a lot of the bullish the macro headlines with Mando. The Bitcoin ETS bought more than 10X the amount of Bitcoin mined in the past week.
That was a pretty shocking stat. MicroStrategy about their 5.4 billion Trump nominated pro crypto Scott Bisset I think notably Teresa Cohen who was one of the leading candidates for the SEC chair position. She made her statement on Friday make crypto great again and a potential positive sign if she is chosen for that position. We saw Coinbase become a sponsor of the LA Clippers and token AirDrop and protocol news Magic Eden announced the Emmy token AirDrop folks it's coming
December 10th. That is 2 weeks from tomorrow. Hopefully a nice little STEMI there Wasabi shout to the homies Wasabi. They added wrecked staking and up to 3X leverage after wrecked launched on Friday pump font facing some wide backlash over streaming content. Meanwhile, it looks like they're at all time highs and coins launched and here in the last week, so people still very actively using the platform in memes. NFTS dosh hit a new three-year high over the weekend.
They hit $0.48 back down here this morning. Meme coin majors are starting to flip green that are are are flipping red. They were green this morning. It looks like bonk and with are leading with got the Robin Hood listings up 5% on the back of that. This justice for peanut token was the top move of the day. It ran to 150 million overnight. It's since pulled back about 50%. That seems to be the new theme. We're getting one major new daily runner per day hitting
that 50 to $60 million range. We saw KC Mustard Quant here in the past several days. Frick another top runner up to 20 million here this morning. Terry was a big winner in the in this new I'm calling meme characters sector. It's up 16X in the past three or four days. Also selling off this morning over an AI this Quasar and in the WAFU token were the big movers. Although the AI majors goat zero bro mostly chopped over the weekend and NFTS mostly green. Basically chopping on the week.
Punks are at 37.7. The Bitcoin NFT leaders were were green on the day. Puppets are hanging out at .15 mostly chopping on the week. Runes leaders also kind of chopping right now. Dog lean the way at 760, pups at 2:50. Then pudgy Penguins shout out pudgy toys. Re UPS for another year at Walmart entering season 3, so shout out to the Pudgies. You know, pudgy pudgy, one of our top, you know, headline partners for for Art Basel Miami, which schedule is meant
to go live? I think after the show. So you guys will see that, but you'll come get your toys at the art house in Miami. We have a whole pudgy day going on on on December 7th, so it'll be good. Wow, what a wake on Bitcoin. We're pumping baby. By the way, Hi, Eric EB seven choice to love. Huge fan of yours. This motherfucker yesterday night. He's like, yo, can someone put a bet on for me? I don't have a robot account.
I'm like sure. And he was like, just sent you $9000, put it all in on the Eagles. I'm like, okay, it's not my money. And the guy hit like 20 grand on that. So Gigis, I just sent him his money back this morning. I was like, okay, I've never had that. It happens. Like can someone just give me a wallet address? I'll send you some. I said he wanted to put like a two $300.00 bet on this. This is like I'll just send you 9 K OK Anyways, Congrats,
Congrats on that. All right, Tyler, back-to-back to business. Back to definitely there was some some long separations though, because let me show you this candle on Bitcoin. Look at that, look at that. So we're looking like we're still back and I want to start with the AI stuff and I'm going to start with. Maybe I can get a quick overview of the Binance paper and then we can I think it's kind of saying into what you. Distracted me. I'm sorry.
Yeah. You start with that and then I have a question for for you both and specifically for Mando. So I, I think to, to set this up, we've been talking more and more about the, these AI coins. I've been kind of labeling them them as meme coins, but I think Mando started mentioning that this feels more and more like its own sector. I don't think meme coins is the right word.
And we're starting to see different, you know, components of theirs of this sector in AI. So you have pure AI meme coins, you've got your agents and then you've got infrastructure. That's kind of the three big buckets that I'm thinking about it. That mirrors how finance set up their research paper a bit. So they published it over the weekend. It's talking about three key areas of this AI sector. They, they covered GOAT and the truth terminal in the more of your, your broader meme coin
sector. And they talk about how this is kind of explaining how AI agents are becoming your cultural trends. And can spark economic shifts. They talked about virtuals, the platform where you can launch AI agents, how users can actually use that. And there's a new potential trend here for the the launching of AI agents at scale. And they also talked about dowels dot funk and having decentralized investment groups
here in the AI sector. They also covered AI16Z, the leading hedge fund, though AI16Z has been embroiled in some drama here over the past week. I I thought it was a pretty important signal, you know, to, to see this coming from Binance. Clearly, they are starting to look at this.
They name dropped several of the leading tokens in the research paper and we can get into this more, but I feel like, you know, my, my personal read is this is the sector to focus on right now and there's a lot of areas to win right now in this market. I I think this is arguably the one the most right for opportunity. Yeah, totally love that. What do you guys, what did you think of that research paper, man? Did you read it? I read it. It was more a summary I would
say, rather than like. Sure. Yeah, it was like, it was by banners research, but it was, it was probably like 1000 words. It wasn't like crazy. But yeah, it's interesting that they're like this AI is number one for mindshare, right? It's been #1 for mindshare for actually quite a long time on on Tai 2. Now, you might call some of those coins memes like goat fart coin. They're more like meme like.
But a lot of this is AI agents and I've said this so many times, like I just, I just don't think you should be fading this. Like I think I think there's stuff happening and I agree that like it's because it's so nascent, you can also like really get cut up badly. It's also people who aren't crypto native coming into the space and doing things, which is often which has led to a bunch of different issues with like the AI16Z guys, for example, and a few other projects like that.
These guys are not crypto devs by any means. And that's caused some some like rugs, so to speak. But I do think, yeah, that that this is what retailers saying they're interested in investing in. And so I think it's worth you spending time to look at what they're investing in. We were, we were chatting with, yeah, I was starting with Broke before the show.
I think what's happening specifically like in the AI agents and perhaps in infrastructure, there's a lot of similarities to the ICO boom where you're getting these tokens launched. It's pretty fair, like they are fair launches. A lot of them are happening on Pump Fun or platforms like waifu and anyone can get in on the ground floor. And we're seeing so many of these, you know, come out in the two to $5,000,000 range and a lot of them at least have a shot to go to like that 20 to 40.
And then, of course, some of head winners and gone beyond that as well. I don't think it's slowing down. And I think you nailed the risk. Like I've already, you know, been involved in a couple of these that have rubbed of chasing, you know, these new, these new tokens. It's it's we're seeing more and more folks kind of spitting up a white paper, making it seem like a somewhat legit. Property like the NFP of 20/24/2020.
One, I'm not aware, but I think the the upside is still outweighing those those risks by far. So here's my question that I I had was going to text Mendel that question last night and I was like, you know what, I'm going to ask Mendel on the show. So I bought some goat this weekend that's why I dumped. And sorry guys, I may have like topped this weekend but it's like I'll just buy more. I'll just double down here to lower my average even though I
have a question. Is this not all like starting to sound a little mid curve to you guys like this whole AI thing? I'm not, I'm not, I'm not knocking it. I do believe in it. I do think it's great. But personally I haven't taken big trades in the AI though I like swinging and you guys both know that. Like I, I take big trades a lot. But has this thing not become a
little too mid curve for you? Like I hear a threat guy going through his whole like philosophical fucking spills and thing and obsessing over it and then Frank Degas writing a fucking 10,000 word piece on AI and then fucking this guy. Like is this not like over complicated the whole purpose of this meme coin thing? Like it's just a fucking meme. Like for me, fartcoin makes sense, doesn't mean, but like your gold play, for example, Mando.
My question too straight up is like it does sometimes I hear you guys speak about this, both of you, by the way, like I'm like, damn, this sounds mid curve to me and I'm a holder. So I'm asking as someone who has the coin, does this not sound mid curve to you guys? When you're like, oh this is the thing cusp of revolutionary AIAGI is. Does that sound mid curve to you?
So I think you're 100% right, I think, but I don't This is why I've been kind of critical of some coins and not others, because I think there is, there's two different, there is a lot of right now, I wouldn't say it's grifting, but there's a lot of people who are believing that they are in, they somehow own these LLMS and like that they are investing in the future of AI by owning AAI coin. So like you'll be like, well, this LLM is better than that LLM or this AI agent is better than
that AI agent. Therefore I should own that coin, right? And then when you try and say to somebody who let's say you try to tell at Thanksgiving, like, oh, why should you buy? Yes, exactly. Or why should you buy zero bro? Or why should you buy Luna? You're saying, well, you know, because it's cool and like, you know, people listening to it like why you buying the coin? Like why do you own the the bot? No, do you do you have any
utility from it? No, So it's just kind of like it's like AI research, but people are convincing themselves they're actually AI equity holders and they're not. But I think there's quite a big difference between that and This is why I keep on saying the meme category of it, right. GOAT wasn't that you don't actually own the truth terminal token, right? What you own is some AI agent that wasn't involved in crypto, right?
Wasn't involved in crypto, was just that something set up got X account, got obsessed with a meme. Got obsessed with a meme, did get some funding from from Andreessen, but then only after about six months of being obsessed with this meme, he was like, I need to create a meme coin to promote the promote this meme. And that's how GOAT was formed, right? And similarly, Fartcoin is created by the same agent for.
So like Fartcoin has got exactly the same story but it's just it came after GOAT, OK. For. Me when I, I am very, very, very bullish that on AI agents and crypto. And I think that AI agents will outnumber the number of human users of crypto in the next few years. Like I think we're going to have hundreds of millions of them. And I think the provenance of this first AI money token is really in the meme. It's not in the I think I own an LLMI.
Think that's the mid curve bit of it, because I think people are convincing themselves that these are utility plays and there's some vague like, oh, the token will be used in the future and they aren't. So like I'm much more bullish on and I even said this to you for like shock us as a meme around AI. I'm bullish on far coin being the 1st meme selected by an AI agent alongside GOAT, right?
And these one, these weren't created, but it was like some AI researcher came in and said, Hey, I want to make a buck, right? I'm going to make a coin which you guys will all buy because I've got the best AI LM. That's not what happened. He didn't come in. He didn't even know anything about crypto. He just started making an agent. And then so that's, and I, but I also think we are early enough in the cycle that being mid curve actually can get you quite far.
And I know that's a weird thing to say, but like, I think people are coming in here and they want to invest in AI because they haven't been able to invest in AI. And I think some of these more mid curve narratives, like gaming was a mid curve narrative. The, the P2E coins were mid curve narratives and actually
Infinity went to 40 billion. What I'm trying to think there's a time and a place for a mid curve narrative and at the start of a bull run, sometimes people convince themselves that utility math is going to work. They convince themselves they're investing in the future of the metaverse that they're resting in the future of. I know like finance with Defy and right now they think they're investing in the future of AI. And these coins can also just go to many billions.
And I don't think this is the time of in the market to fade that too. What do you think, Tyler here? I mean it must be this music to your ears with the fart coin stuff. It's hard to call that up. He loves it, dude. He every time we say fart coin, by the way, Mando, It's funny because that's the one coin I never owned. Ironically, I just like it a lot. But Tyler smiles. You see this smirk on this? What do you think? Well, Mando said that pretty eloquently.
I think what's nice about GOAT is I think you can like for me the the simple simple thesis is it is the AI token that launched the sector. And I think a lot of like mid curve theses require like paragraphs of explanation. And I think Neil Mando explained in in good depth why he's bullish. But I think you could also summarize it much more succinctly than that.
I think where that the bubble is happening right now is definitely in the agents, perhaps in the infrastructure, but I think the bubble gets much, much bigger. But we're seeing it. And I think when they run too high, that's when like at least for me, I started to think, OK, so I'll take an example like this Lola bot caught fire this past weekend ran like 4045 million. She it was having some success with trades.
I think Ansaman touted it, but like if you look at it like it made like $4000 and it was doing like micro trades and like is it is an AI trading agent that's made $4000 worth of $40 million evaluation. Like probably not, right? Like and maybe like that's a sign to sell. I don't know. I couldn't go higher from here. Like, of course, I'm not trying to fund a little specifically.
I think it's a fun AI agent. But I think what it's highlighting is that's like there's a path where you run from 2:00 to 40 in just in a matter of a week or two. And I think we're going to see more and more of these play out and perhaps then the next, once the bubble gets bigger, maybe it's two to 100. I don't know. Like I'm not trying to put tops on on these things. I think they can all go much, much higher.
Yeah. And also I'm seeing goat number one on the Binance report is another signal. Right, right. At this stage, I'm kind of like my GOAT play is like, Oh yeah, like this me if, if ever like they start listing these coins like I figured GOAT would be first to fight. Brian Armstrong was fucking around with the account early on. I don't know. I don't know if that means
anything. I don't speculate, but if anything, it feels like that's the best one to list to the masses would be like the goat because that's the one also Ticker's nice, right GOAT like grace of all time, whatever the fuck. Like it's kind of a good one. OK, so that was that was my question. So you guys you guys made me feel better to double down on the next day. I mean it's I'll buy like 100 million. Can't wait. And so anyway, so that's the question I had for you guys
regarding that. See Amanda. And then the other thing is, so I kind of I want to open a conversation about the pump fun stuff, but maybe we wait for tomorrow for Mendo because like there's a whole conversation about that. Should pump fun introduce content moderation because I listen, I on Friday, I look, I was in Las Vegas. Shout out to Acorn, shout out to board APR club, you know, bring me out there was fucking crazy.
I mean, what a weekend. I have some stories for you, but I don't know if they're good for the record anyways, but that was that was a great time. But point being is like while I was away, yeah, at some point I just didn't look at my phone. I didn't look at any actually, yes, last night was the first time I look at prices of things in three days.
They're on purpose. I was like, let me just close my eyes to deck Screener because sometimes it affects my mood when I'm out of home looking at prices, right? And it's time. I didn't because it was a $200 million dip on chill guy. They would have been like, you know, And then I go back home next 450 million again. But I get home and the pin chat in my boys chat was he's going to fuck the chicken. And so I clicked on it.
So it brought me back up to the convo and and anyways, I go on to pictures of, you know, bestiality, anti-Semitism, people threatening to shoot a fish, some kid threatening to kill his family. Obviously I don't think these are serious threats. No, no, I want to. I'd also don't want to assume the opposite, but there's a whole conversation right now about pump fun and and caught in moderation, though I'm not giving an opinion yet.
I don't. I want to go go and inform it first, but I thought that was an interesting shift of meta this meta this weekend. Tyler, what the fuck are you guys? It's hard to avoid. That is like the elephant in the room right now. I think an aspect of it that bothers me is that everyone is posting about it and they're saying like, Oh, this is so terrible, but they're all engagement farming it.
Like if no one posted about this and no one was was buying the tokens, it would probably just go away. But they're doing the opposite. So like they're shining a bigger light on it. And that's why we're getting worse and worse stuff by the by the day. I think streaming is going to is short lived. I don't think it's got much of AA longer time horizon. I actually, and this is maybe a conversation for tomorrow.
I started a a conversation with some of the the boys in the chat of it's like what happens the day pump gets shut down? Like what does that do to the market? Like are we going to see like a broad nuke perhaps is it bullish for the existing coins because perhaps there's a little bit less dilution coming? I'm fully processed that I want to. That's an important question. I think if you're a day trader in this market you need to to think about because it's non 0. Yeah.
I mean, if anything not shut down by me just like Geo blocked or some shit, I think that would be the first step. So is it Geo block is pumped from Geo blocked in the US? No. It's not I wonder, Hey, it's not your block to here either. But anyways, I I was just curious about that. But OK, so that so sleep on that thought that and let's talk about it tomorrow with Mendo and and everybody maybe can start following y'all's opinions for that for for the chat. Anyways, Tyler, what else did
you have as top news here today? Yeah, I mean, I think most of the action was was in the meme board. So I think a, a new trend that's been happening in since the last week is we've been getting like one daily runner and it, it's, it seems to be the one that's caught the most volume on the timeline. Like it's like 100 million plus. It, it was seeming like the cap on the daily runner was like
60-70 million. So like if you were able to identify what perhaps was the daily run around, like the $20 million mark, it was a nice little swing trade. So like we saw this with the quant token. We saw it with Casey on Friday. Mustard was the play on Saturday with the Mustard Meme. I saw that I didn't know what it was. I literally lived in AI was a black wall over there. I was like in the vortex of Las Vegas. I like, I don't know, I I don't I can't even catch up with what happened.
What's a mustard thing? I thought it was hilarious. I. Yeah, it's I think it's tied to a Kenick Lamar song, but also like just a funny like people yelling mustard and then like is. That what it is. Yeah, the NFL picked it up and then like a bunch of brands. Were like oh God like McDonald's too and everything. Yeah. I mean, it's funny and it it ran up and then it did. I think it was actually kind of, it might be back up. That's pretty good. Is that what it is?
I can't believe I missed that. This is the type of shit I would have loved. Pretty good. I I I swung trade this one a little bit. I want to play this. I think the overwhelming trend is that the Daily Runner is a good trade for a day. Hold on, let's watch this summer. Let's watch this one. Wait, hold on, let's watch this. It was Burger King in 1973 in their heated debate with McDonald's. They needed a smoking that would help. Them in the. That would help them in the hamburger race.
They came up with a smoking that would change the trajectory of the whole hamburger race, they said. Instead of. Giving you what we think you should have. You can now have it your way and I'm so glad that our way God, we're also in fulfilling even when things don't go wrong. I thought it was going to scream mustard anyways. Pastor you, it's your service. But yeah, so that one was pretty viral, but it's it's kind of tanking. And then last night we saw this
Justice for peanut token. It was apparently the the peanut. I don't know the whole story. Someone launched like a peanut guy. It's. The actual guy himself is the guy that owns the, you know, I think he's trying to come and gripped a little bit. Yeah, and I mean, he, it was a, it was a good grit. It was heavily bundled. It ran to I, I'm shocked it ran this high. I mean, it's still at 90. So some people won big on this one for sure. It's been interesting.
So you haven't missed much huge rebound in that chill guy last night. That was fun to see as a holder. We saw the total holder count go over 125,000. Yeah, that's a big number. I mean, that one's cooking, yeah. That's, it's got to be one of my bigger positions though. I I don't know, I just like we got buy bit listings this morning too. So. So it's looking good. I saw the announcement this morning on on the buy bit official page coming on the spot and then also hyper liquid.
So it got hyper liquid and that and it wasn't what a weekend it was for that coin. Let me tell you that was one of the reasons why I logged off the desk Screener. I was like, I'm just not gonna I cannot. Like the swings were so intense that I was like this whole that's this like over the just the OR the span of my weekend in Vegas, right. Like that was the was that the artist dip? Yeah, November 21st, right. You was crazy. Like dude, that was crazy.
By the way, like I get to Las Vegas, when I get to my hotel room, I'm like, fuck, let me go gamble a little bit. It was already like 11:00 PM. I was like, let me just gamble. Like whatever, I'll try to get $1000 out of my the thing. So I go to the cashier, my passport, my credit card are behind the cage with the cashier trying to get some money. And then I get a text from a friend. Like I get like a bunch of texting yo-yo, yo, what's going on? What's going on?
What's going on? What the fuck is happening? You guys say yo check your Twitter, check your Twitter and it's the like the tweet from the artist and I'm like, what? I'm like, ma'am, ma'am, I need my passport back. I got to run. I take my shit, brother. I sprinted. I don't feel if anyone's ever been to the Venetian, OK, I sprinted across the casino. OK, that's the shit they hate by we're not allowed to run for
casino. I sprinted through the casino, ran to my room and I just began bull posting. I was like, what the Hell's going on? I saw the thing die like 50%, bro. I was like, what the hell? On my first night, Tyler, on my first night, anything was recovered. I was like, dude, I think I'm going to have to take a break the next couple of days because or else I'm not going to be able to just enjoy the weekend I meant to enjoy. That was so the right call. I'll see.
I wonder. If I missed that much, I mean, there there were some good trades, but like, I think what's nice about this market is you know there's going to be more opportunities I. Think I think our coins are consolidating, like I think the good trades were meant to be taken and every dip you're meant to add to your convictions.
Like I feel like that like this morning, I'm probably after going to take a minute to go over like my holdings and more probably like add a little bit on the in case we go a little lower here, just nibble on the coins that I think I'm right about and just keep adding. Like I just I can't for some reason I can't stop buying bunk. Like I know it sounds so like cliche at this bunk is the one. I just like buying bunk, even like this morning whiff was this on Robin Hood and I completely
retraced that right away. So I don't know, but I think that's a good one. And so, so I don't know, maybe I'll finally be able to get my fart coin entry that I keep on missing. Like I I miss it every time. Still looking pretty strong. Let me see, let me see what we're looking at on the AI side here. So go to 765. It's strong dude. 350 in this dip? That's crazy. It's just grinding up any any fart depth is a gift. This is nothing dude. This is actually a crazy chart.
And there's no team risk, you know, there's no dead. Risk team, right? There's nothing, right? There's nothing not that I'm aware of. I mean, so far. So how's D side? I mean, that was a big narrative before I left because I. Came back because I think the pump science team is going on third guy's stream day unless they went on yesterday. Mando's going on today. All right, nice. Mando's going to go pump up bags. So yeah, we saw a decent amount of green.
Let's see who the big mover. So like Riff, Riff's still at 90 million, So it's up there. Well, you're I was at 34. So that they did this mascot contest and then they they announced a winner and it was called Roydant. Then of course, everyone went and launched tokens tied to it. There was a winner emerged. Then the pump science team came out and said, hey, hey, hey, we didn't launch this token. So they like killed it off, which is now like are going to
become a theme with them. So they did similar with Trek BIOS. Trek Bio is the token tied to the company that does some of the fly infrastructure that supports like the streaming of the fly experiments and whatnot, which had started to catch some buzz kind of tied to the protocol. And then they came out and said, hey, this is also not our token. It's the second time science team has done this hasn't really sat well with me personally. It kind of comes off a little like grifty.
So I'm curious if they're going to launch a token themselves here or where that's going to play out. But that that's my perspective. I think keep an open mind of course, but in general the, the, the D size sector I think has cooled from where it was last week. We'll we'll see in the next few weeks like how much legs it has
at least this group of tokens. I I don't think the broader improvement is slowing down in any way, but like the speculation on it. And the other index that we need to look at, I mean should MOG is now the equivalent of SPX, GIGA and APU? Yeah, I don't, I don't even look at this list anymore. If if you need to like, that's the sign that's. Crazy. So I actually don't either. I do have them saved, obviously. I have all your watch lists on my bookmarks.
So we go over on the show. So AI, Mariah, Elon and Desai. But because the pop cat and mug are not Murat coins to me, because they were there much long before he came about with his stuff, especially on the community. A year and a half before he fucking made his list, right? But so ticker Bitcoin. So that's why I think ticker Bitcoin's been hovering like that one's not been down. Like ticker Bitcoin's always like a torn 50 millile coin,
right? It's kind of like Ken was there, but the rest, man, it's been getting hammered, huh? Geez. They're like the the middle board is, is kind of just kind of going sideways. I got poo ticker Bitcoin. Yeah. Like those are kind of the numbers that they're always at. When I see they kind of swing up or down 20%, it's like who is Rush? Like who's excited to buy these right now? I guess I don't know.
I really don't know. Like who's waking up and meant, man, I can't wait to buy Harry Potter Obama today. Or like, I don't know, I think there's just so many. Because it's a lot. Like that, I mean pump fun has been launching 30,000 tokens a day. So like there's been massive dilution, there's been massive attention. If that slows down, perhaps that is a like a trigger that we would see more attention kind of circle back to some of the more of the established players.
Maybe they're by, but it feels like the opportunity. Constantly on this day, remember the other show? I was saying like this is where I buy lock in. I didn't realize it won right away to $90,000,000. That was a good call. Quick bounce back. Home. I need that one. The hell it was like before I left I was like, yo, this feels like bottom tier. I mean, it went all the way and retraced it, but it's not a bad trade, you know? Damn. It's good.
I mean lock in seems like a. You don't like that one? No, I do. I like I don't lock in. I just don't know why you buy it right now versus. So I was in the elevator in Vegas this weekend and it was this like Boomer dad and mom, right? They were a little on the older side. And then there was a daughter. I even thought it was her granddaughter, but I think it was her daughter. But anyway, so they were like a little older or whatever.
And, and, and the daughter, could you tell she was like Gen. Z for sure? Like for sure, for sure. Gen. Z like sub 20 and and she was like, I don't know, she was her dad was like he he mentioned and he goes, you know, I am locked in to her daughter because he was trying to, you know, be the cool dad. And I thought it was so funny. And then I was an elevator and then it was like, and then she used the term yapping or something, which is how she docks herself as a zoomer.
Yeah, I believe that's that's the term they use. Not a big fan of this word telling your parents that they were yapping. But anyways, I mean, if if I told that in my mom, I'd be getting backhand slapped in my mouth and the teeth. So as when I was a kid, I guess Gen. Z is different. You can tell your parents are doing yapping. I don't know, it would have been a little tour, but you know what I mean. But anyways, I thought that was a funny lock in thing. OK, well, look, we went around
the horn. The last one was like the Elon coins. Does that still a thing, Tyler? So I mean, I think doge is going to be just fine hanging out at what's, what's the ETH doge at 2:15 through 10? 9 every trace to get I mean ETH is trading like fucking trash. I mean oh, that's not the right one. Whoa whoa whoa whoa, this is not it. So I opened the wrong one. It's. I think it's the wrong one in your. That's the no. OK, that's good. Yeah, just look at your lines. Wow, beautiful lines.
All right, my mind. The buy zone right now on on Doge, yeah. I mean, it's where I bought, so I guess I'll just also buy more of that one. ETH memes, there's just again, there's like there's not much action on. Uh oh, ETH just had a mega candle back up. Uh oh oh, 45. 30. Look at that. Maybe we get some ETH meme action on the back of this. That's the bull, that's the that's the fucking. That's a candle if I've seen one. That's a bull. Hammer on the fucking 4 hour here at 3500.
Is that, is that, is that bad for us? Does that mean we're everything's going to nuke? Bo Hammer's Wizard's favorite candle. And I like it a lot. Yeah, it's because it's in the form of a hammer. And it's usually like you usually you tend to like. I guess the TA guy likes to think that you tend only bad. Tyler, if your main bag isn't ETH memes, that's when it's bad. Yeah. Yeah. Like, like, you mean like having a lot of wrecked coin as I'm. I'm not saying anything at all.
I'm just playing. I cleaned my red coin this morning. I also know that was that that happened. I woke up rich. I was really happy. It's been a while since since I claimed something. I'm going to post about it later, but I was really excited. I missed the whole red coin claim the other day because I wasn't home. So that was exciting to see. So yeah, I mean, look, I think there was just a quick liquidation dump this morning. I think we'll be much higher tomorrow.
I mean, we're back at 96 to 46 and 3500. So you absolutely love to see that in the in the order books. And I think we went around well. Tomorrow again, we'll be back with the robot loot box fans. Was there a big win on Friday? I missed that too. No double rec guys. Double red guys there. You going on a record launch? You'll love to see that. It's perfect.
Exactly. All right, well, with that, with that, with that, we'll see y'all tomorrow morning, Tani, I'm Mr. Standard Time for the episode of FOMO Hour on rug radio. Let's go.