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