What up, what up Good morning, good morning GMG Friday. Oh my I love Fridays. That's the show for sure. NN 29th 2024444 Another beautiful day to have a beautiful day. I got my Co host in the house OV Mando. Good morning boys. How you guys doing? Good. How are you guys doing? We're vibing, We're vibing. It's Friday, it's Friday. How you doing Mando? Fantastic man, you're looking forward to next week. Dude, I'm excited, man. I'm excited. Are you, are you coming? I know Ovi got.
It I got it at this stage. God damn it, Mando, come on. We got, we got. You're the last missing pop up. You don't like the gemstones, Montanos. Everyone's coming. But you. You can't. You're missing one. You're missing 1. You know, Come on, Novi. You got to apply some pressure on the boy. You got Cali coming, right? So you got 2/3 of Canary Labs coming. You got a, you know, I guess. You got to have Cali's. Yeah, Cali's coming. Cali's puts, his lights, everything.
Cali's definitely coming, all right? Cali's definitely coming. He's got he's made his plans him in the ways are good, they're good. They've got their plans sorted out anyways. Need to. Take my place as as standard British bloke. Yeah, yeah, yeah, he's, he's a little too much on the British side though, you know, and at least you got a little Portuguese in you, so it kind of like offsets the the the the the other side of it. But anyways, anyways, yeah, excited for next week.
Very excited. It's going to be busy, man Fuck. Actually, we're only hosting on Monday for those of you who are listening to the show. Sorry y'all, it's too much work, but it's going to be absolutely wild. We got 8 events that we're throwing, but this time in three days, not 4. So it's going to be it's going to be a lot of work. In case you haven't yet go to Rug Radio's pin tweet, let me just pin it on the show here.
Hold on. You can see the schedule of events from Thursday, Friday and Saturday. And make sure that you apply on Luma and we'll get you accepted. If you have a crypto punk, make sure you apply ASAP. I got something special for you guys for VI. PS We're going to do something very, very cool on Thursday night at our house with Jacob and Co. I'm allowed to say it now. So it's just awesome. I just got there OK, like 5 minutes ago. So we're going to be doing something fire with Jacob and Co
for the crypto punks out there. So if you're in the punks chat, make sure you head over to the Miami one day. But anyways, today on the show today we got a few people we got, I'm sorry, we got a few things to talk about. Then we got guests at the end. So we got market report usual. Let's use OV while we got him and he's got to go in 20. We got we got obviously, you know, topics of the day. I I texted Tyler Mendel, like, listen, Tyler, I know you're not
on send me a few topics. And the boy did it. He got he got off his Thanksgiving, you know, couch and he sent me some stuff and guess what it's about all his topics are about his bags. So AI virtuals, AIXBT, whatever the hell gamble bought Classic. You know what, I'll pump my Co host bags. Then we're joined by white walls. Actually, Blondie and Infinite Objects, so to chat about what they're up to in Miami with us, there's some of our partners doing some really cool stuff.
Shout to them. Always pushing the art space forward. And then Robert Ludbach spins to give you guys maybe a punk away today. And punks are $140,000 now guys, the cheapest punk. It was just 50 grand which is actually insane. And as usual, Mando, who is this show sponsored by? Galaxy. Galaxies with seamless built in monetization tools, Galaxies enables the development of sustainable long term communities fulfilling bitcoins vision of the centralized freedom and independence from
centralized control. Anyways, anyways, you know what? I'm gonna go to OV first daily. Market Report. Brought to you by Rug Radio Joseph, what's the word? Mate, I haven't. I literally haven't looked at markets. I know. I've no, I've no fucking idea what's going. On, in there. Hold on. So we invited you on. We invited you on and you've just, you're just useless. Honestly, like today was the first day I looked at the S&P 500 in about six weeks.
I mean, you've been. Busy no that's it's above 6 Ki didn't even know that like I just I just I've just been like fully in crypto I. Know I know you've been busy. You've. Been in like wrecked crypto, little little dash of trenches. That's it. Like I don't even know like what the last inflation number was. I don't even know like. We don't care about that anymore. We're all I know is all I know is Trump won and crypto is going higher and all that other shit
doesn't really even matter. Well, it does, but like, it's not. Oh my God, yeah, I know, I know. Threw you a curveball here. I mean we're finally out of the this range man, though I guess like we're flat line AT9295K range and where it looks like just broke. 98 again 100K today. Come crawling back to me, have you? Because that's so bad. Stop it, stop it, listen listen. What do you mean he used to coast like 800 episodes and
still not? I'm just here for like the I'm just literally here for the banter. I'm leaving in about 15 minutes. Yeah, it takes. It all, Amanda. You do it. You do it all. I I texted it will be late last time like so Tyler's not here. Do you want to come for like a like a little bit of the show? He's like, OK, fuck it. Like he like subbed in real quick. I mean, look like you know what fucking like Oh, like, how do you feel about the market here? Like, look, Bay Coors 93.
You just made a try to make a call here. I caught that try to call that we're going to hit 100K here today. Maybe would be awesome. Wow, ether's friendly moving. Look at that. Ether's doing well. I'm I'm bullish like it's the same thing as we said a few weeks ago and we said in September, like Trump wins and bullets throughout the rest of the year through September into the start of January as well. I think Bitcoin will go above 100 Ki think we'll start to see
a bit of an old season. You know like dominance is down it is lower and we're seeing some old climb. Obviously E doing well. I think memes are basically coiling up for another run. We had a big run post the week after the election. We had that big run and when coined best listed everything and we had Robin heard their stings and peanut went mental and stuff. I think we are coiling for like another big run of memes here as
well. Yeah, it gets a bit more challenging every single time because there's always more memes. And you know, a month ago we would have just been talking about like with the AI stuff, Pepe Morg, etcetera. And now we have like peanut chill guy Moodeng, like like that list of, I don't want to say blue chip memes, but that list of like source of like higher tier means in terms of market cap just keep growing each time. But I do think all of that stuff
can rally. Would it have rallied more if there are fewer coins? Absolutely. But I do think we're going to see a few coins like get into Unicorn status. My bet on that would be like go. I mean MOG is already there already I guess, but go Moodeng peanuts already there, chill guy I think will go above a billion. Like all these big coins that are doing a lot of volume. You just see the ones that are doing a ton of volume, the ones that have perp listings that are doing a ton of volume.
I think they'll all get there and then we're going to see my guess is we're going to see like some random 50 to 100 mil coins like get listed by you know by some of the Tier 1 exchanges and there's going to be a few 5 to 10X's there.
It's really hard to find those out and pick those, but it feels like volume is your friend here and I would look towards where the volume is. You have to be a bit careful because there's obviously a lot of wash trading, especially on Seoul. But yeah, I think it could be. I think we're looking at another interesting few days ahead of us. I don't want to talk about the weekend because every time I talk about the. Weekend. It never happens. Yeah, so your tweet. I'm not going to.
We definitely fucked that one up, you and I the other weekend. What's up? Every time I was like I. Was coming a big weekend. Bitcoin dumps and all memes go down 30%. I was all bowed up about that weekend too. I was like let's go that's going to be the fucking weekend. Like peppin with from Coinbase this week in the middle of the week. Bro that was the most boring weekend of the year.
Nothing happened till like 9:00 PM Sunday night and here I was wasting a weekend sitting at my computer all weekend long. But you know what that felt good though, because it's definitely time to be online. I'm curious what you guys think of actually because obviously majors we know ETH pumped and didn't dumped us Mendo. So I guess the curse may be reversing here even with their founders hating on ETH by a destroying the order books yesterday at the top.
Hopefully they don't dump another $500 million today as we reach new local highs. But how do you guys feel about the legacy major memes here? Like I'm seeing Pepe finally catch a bid towards the upwards because it was only grinding down. I mean, Whiff has been getting battered since it was listed across like Robin Hood. And I mean, that's it. That dog dude, they're definitely trying to take his hat off and and look, seems like they're not able to either. Bonk has got got some a pretty
aggressive retrace and now back. How do you guys feel? I mean, I'll go to UOV first because you're leaving so then Mando. But how do you feel about those like major memes here versus all the others they just named like the chill guy flavour of this of the Mont, the peanut, etcetera? I think they'll go higher, but you just have to look at like your upside potential. I mean, I really love Pepe.
I think Pepe is going to go a lot higher, but it's already at what like an 8-9 billion dollar market cap. Where do you think that goes? 20 or 30? That's like a two or three X. So I think if you want to play on large, it's it's a bit of a weird one because it's like, yes, the downside of Pepe is going to be less than some of this other stuff because it's a bit more, a lot more established. But in order to get some meaningful return, you have to play it, either play it in large
size or take leverage. So I kind of just think for me it's like if you want to own Pepe, I kind of prefer to own MOG because I think it's been a good sort of like Betus Pepe and has had a lot of correlation. Now that's happened time and time again throughout the year and it's at an eighth of the market cap. So I think that, you know, it's in my opinion, it's much easier for MOG to go from like 1 billion to two or three billion than it is for Pepe to go from 9
billion to 18 or 27 billion. I think it's as much as to add to MOG. So I think my view is like the the $1 billion means will compress and market cap to the 8 to $10 billion means stuff to sort of see like this a little bit in my opinion. So look, I think it will do well. I think it's, it's a fine long, but in my opinion, it's worth taking a bit more risk on some of this like 500 to $1 billion bucket stuff. And you know, I mentioned them all, but I think like marks in
there really isn't there. I think Goat's a really good one because it's just different to everything else. There isn't anything else like it. And it's 840,000,000 right now. Chill guy has, you know, crazy that crazy mindshare and all those like social numbers are through the roof. The that Google Trends chart is like through the roof. So that's another one that I
think is really interesting. Like all that stuff I think is like, I think they're not going to go away, but they have as much more likely, you know, with a big tier one spot listing, that stuff could 3 to 5X. And we saw it happen with Peanut. Remember like Peanut went from 70 mil to like 300 mil when it got listed in Binance and then it did like another six or 7X. And I think that's what people are thinking about, like can some of these coins and do that?
And I think they can. So that's why that's just why that's how I'm thinking about it right now. So I just don't feel like I need to being these are bigger legacy memes. I think I'm willing to take a bit more risk on some of this other lower market cap stuff that I think is already somewhat established in the context of the next few weeks. Not in the context KK will last like into cycle, right? Like next cycle KK will do really well still, but I can't say the same thing for Mudang or
chill guy, you know what I mean? And. And and, but I'm think I'm so I'm just talking about this cycle. I'm really just talking about the next few weeks and I would kind of prefer to be in those, but. OK, I see. So you're like it's like taking it 1 notch further down the risk curve. It's like you go from, you think so? Yeah, you go from East to Pepe and you go from Pepe to like Mog, for example. Like I feel comfortable putting in large size into those coins I
just mentioned. Yeah, yeah, I'm listen, I'm glad. I mean, you've named every single one of my bags today on the show and I didn't talk to you about him. I mean, we probably, we do talk every day. But like, you know, anyways, like you, you, you've managed to literally bull post every single one of my holdings and my larger ones. So it's great. So, you know, consider this bait. And it worked.
Anyway, I was kidding, man. What do you, what do you think about, about this and the, and the, and the, and the major memes here? You know why I say that? Because I keep going back to this chart of sheep and doge in 2021 post Coinbase listing. And it's like this infamous chart of like the 40 days post listing all the way leading up to Christmas when they ran to like 40 billion and $80 billion.
And it's like, I hate to say that it's not history preach itself and often rhymes, whatever the fuck. Like it's like I it's, it's symmetrically like the same thing happening on those charts. It's like they're grinding down then just ran up to $40 billion. But like, what do you, what do you, what do you think here of, of what Ovi's saying? I think it's slightly different because at that time when some if a friend was like what should I buy in crypto, you would only
really say doge right? Yes, that's true. And now? Yeah. Just think of that, that exact conversation. It's like there's like 10 different ones. And then it's not like they're blind to it as well. Like zoomers are coming in and they're buying whatever they want. So I don't think you're going to get like a like a doge style run, but I do think you'll see a number of coins go and do very, very well. But yeah, I don't think it'll be one coin does really well and
the others like don't. That's just my general view on it. And I also think just like the I think the ETH memes probably have a slightly better chance of that than the Solana memes. Yeah, safer unless you've got. A really unique story, but but yeah, I just, I I can't see anything pulling a doge this cycle. Yeah, no, aside from DOGE itself, where's even DOGE trading at today because got quite a pump on on Bitcoin should be about $0.40. Oh, you're.
Just doing well, man. Wow. Yeah, back up towards local highs. Yeah. What's the high this? So far, feeling like it could be a could be a big weekend. Stop it. Stop it. No, No, no, no, no, no, no, no. It can't. It can't. It's not going to be a big weekend, right? It's going to be. It's going to be a shitty weekend. Some may say the writing is on the table here on the table.
Some may so on the on the wall, no. Oh, the writing's on. I think, I think I missed, think I fudged two different sayings there, yeah. Yeah. Oh yeah, I I see what you did. There combination of rice on the wall and balls on the table I think. Yeah, yeah, I, I, I saw that. I saw what you did there. Were you gonna say man, No. Balls on the wall. But nuts on the wall, the whole, yeah, just a banana. A banana on the wall. Like, you know, he ate it. By the way, did you guys see the
clip? Yeah, it's a bit disturbing. Yeah, wild. How does a banana isn't like 2 years old? Like how does a banana stay so ripe after like a year or so? Like please tell me where you buy your. Banana new one up there each time. No, they kind of change it. Yeah, you have to. It's like all authenticated where they they change, they switch it around. But it's the same duct tape every time, I guess. It's the same time, I don't even know it. I don't even think. Obviously mark piece, if it's
not the same banana, I'm sorry. It may not even be the same duct tape. How could it? Be the same banana after two years, dude. Well that's what I'm asking too. Maybe it's the you know the GMO shit nowadays is crazy brother in the in North America. Don't poison the shit out of you bro to make the food last long. This is really incredible because not only is it not the same banana, it's not the same duct tape. So. It's kind of like nothing. Is it the same wall? I don't think.
I think it's literally nothing. I think it's just like hey I bought this but like it's not the actual. What does he care? He just pumped the band token like he there was like there was a crime committed on that coin like never before the cycle. So I was like, he's good. He probably made like 10 of these bananas. It's an. Interesting that was this whole thing is an interesting coin that like the idea of like an art piece that is like a that is like a coin he's going to see
remember B20? Remember B20 back in the day? Like, Oh my God, yes, Look, he's so happy. He's like, yeah, it's not the same wall. It's not the same banana. It's not the same duck tape. What the hell? This has got mainstream though, that story right? Like a lot of people, a lot of mainstream media is picking up on it. Isn't this so Alex Baker has something to say? Of course he did. Isn't this why we all do crypto?
To get so absurdly rich that we can Lord of the serfs such as senpai boy King Justin, you do it too? If you could, Yeah, I guess if I was multi billionaire and I was redacted, maybe I'd do something like, would you guys do something like that if you were billionaires? I mean the. Men's like man. Maybe he's got a lot of money. Justin's son, right? He's, yeah, he's got a lot of art. He paid. I mean, Justin's son paid like $70 million for a piece of art recently.
Justin's son arts purchase. I'm sure he did, yeah. The cover on the people piece as well, right? He said he has on the people piece. Many times, I think a couple times in a row, right? Or I don't know, but when I look at the news though, let me tell you it definitely hit the mainstream news because you Google search in Canada, Justin's son art purchase and it's just like crypto entrepreneur who bought the
banana art eats the fruit. The Toronto Sun. It's got my name for sure Banana art he bought for 6,000,000. How's the ban token doing on the back of that? That's one token I never was into. I'm just curious. It's up a little bit. It's. Pretty good. I mean I know it's down from like that 500 mil level but 136 mil? Damn, FTV for token? Well, there's a lot of tokens out there.
It's pretty, pretty solid. Wow. So Justin's son, back in 2021 paid 78,000,000 for a piece of art called Lenez the Nose by Alberto. It's Linney. Linney. Yeah, exactly. We don't. This is he is silent. Yeah. Lenez, Mate. Lenez, mate. Hey mate, have you seen my new art Maze Colonize? Come on, Maze, Did you speak French yesterday on the show? I. I speak French, don't worry, just send me a joke. You've never spoken French to me before. That's crazy.
We got we're going to speak French after the show. Quickly. So this is what you paid $78 million for? Let's check it out. Damn. I lunar that I found a son Giacometti. Oh, for Pinocchio, Right? Interesting, Morbid a little bit. No Twitch is on though. It's nice. No, I was saying it's a little morbid looking, but like, yeah,
it's like, I don't dislike. I just look at them like that man looks like look at this scary alien that they found in somewhere and like, I don't know, ancient Egypt some shit. Anyways, are you guys buying Tron on the back of that Tron memes? Tron NFTS? Guys, it's so much money this year. Tron NFTS boom. I just tweet Tron FTS. Let's see if that picks up. His Highness won't see it 'cause he still has me blocked, but but we'll see.
It's so funny. I can now see his tweets and I scroll on Justin Sun's account and it just says like Justin Sontron has you blocked and I'm like God damn it, come on Justin, he saw water on the bridge, right? Right. Anyways, question for you. Question for you Ovie real quick, 'cause then you got to go in 4 minutes. Have you been dabbling in AI at all? The only AI coin I bought was Shoggoth because I was like, I don't have to.
After the whole AI16Z thing, I was like, oh, I don't want to have something where if someone rugs and it seems like some of these AI Bros are coming in and being like, oh wow, I can actually make some money and and kind of sort of like extracting. So I don't want to be in something like that. With Shoggoth, it's just like it's just an AI meme, but I don't own it anymore. I sold it to buy something else. Where'd you? Buy. I own some this thing called Soliqui cat.
What the fuck is that bro? I couldn't spell the taker bro. Yeah, there's something where there's like rumors where it's like the Solana Foundation has like an AI ace thing, but yeah, that hasn't been a good one. Did. You come on here to start rumors about your bags this morning. 100% no, that was the. Rumor Bill. Dude that's the rumor mill bro. It's a little little liquid cat. I think that's like a wet like a in the AI trenches. That's like common knowledge I believe.
Mando, you're in the AI trenches. What do you think? Have you heard of Siddell? I think. Tyler's list of 70 AI coins. Dude is it in Tyler's list? Tyler's list is like longer in the fucking Merriam Webster dictionary, bro. But apart from that, no, I'm not really. I mean, I get it and I'm not. I'm bullish on it. But for me, it's not my, it's not my wheelhouse, you know, like I'm, I don't want to like have to dig into the shit. I just want to be like oh that's good meme buy like.
Seems like you're similar to me. Are you in GOAT as well or? I'm not in goat. That's the only thing I would buy because it just feels like that's quite clearly the front runner. But again, like for me to buy a multi 100 million coin, like it's not really like something like goat and go big size really have to be like, you know, I know I said that earlier. I was like, you know, these are the coins that. You got to it's, it's the risk.
If goat was an animal meme coin like a classic 1800 million, I think it's it's a bit like oh, but I think because it's it's a it's the leader of its own category. I don't think it's going to be compared against like pop cat if it goes to 1.3 billion. Do you know what I? Mean whereas if it's. SPX or or 1 of Murad's bags or. I feel like those are more comparable. Yeah. It was a big rally though in the AI stuff yesterday. Big, big bounce across the board. AIC, was it the back up to 300
million? Oh wow, OK. I thought it was just some base. Well, across the board really. So AI16C up to 300 million, zero borough back to 475. Whoa. Virtual's hit 1.4 billion FTV. Obviously it's much lower current market cap, but it's very high FTV. How much are we talking? Was that 40 mil when it was brought up on here?
Well, it's difficult because you're probably looking at the current market cap and, and, and the current market cap is, is quite different and it has quite a lot of vesting coming so. I'm going to, I'm going to bounce guys, but. COB, thanks for coming, it's so boring going to go. Yeah, exactly. Unbelievable yawns and leaves. Unbelievable form. All right, the code for today's giveaway. I just finished a little bit loot box spin too. Check it out, baby.
It's very little mana stings, but it's like big wins hype in honor of Hyper liquid. We got to talk about that. But if you go to rafflebot dot XYZ, rafflebot dot XYZ code hype, HYPEHYPE and then in about 10 minutes we'll get into our guest of the day and then we'll go in and give away some money. But anyways, back to the AI stuff. So well, AI16Z jumped again. I thought a lot of people lost trust for that one. I guess not. Well, Virtuals is rallying and Virtuals I would say is the
number one competitor at AI616Z. And it's one point. Three, because they're both more infrastructure plays. And so I think the disparity between Virtuals, I mean, virtuals is releasing, you know, it's maybe a few 100 coins are being released to stay on Virtuals. AI16Z's Eliza model is still producing the majority of these. So I think it was more just like a rel Valve thing more than
anything. Interesting. Yeah, the AI trenches are definitely cooking right now, man, people are making crazy money in there. Yeah, that was a good trade here. I. Mean, I think this actually just took most stuff to unchanged on the week, if I'm honest. It had been bad until a couple of days ago and then we're kind of back to where we were. So most coins are just back to where they were a week ago now, Yeah. Yeah, yeah. I mean far coin I feel like.
It's in two. Yeah, this one just feels right, dude. Someone wants more. But it's tough when the main one it. I feel like it's tough for the middle part here. Forget the bottom part, but I feel like it's really hard for the middle part to go higher as let's go. Just like kind of stay stuck in this range, right? I feel like Goat's been in the 8th ranging between 800 to $1,000,000 to billion for a long time now. Yeah, it's definitely been consolidating here for a long
time. A month actually. Which is kind of a good sign. I feel like you you need that people believe it's valuable thing. I also think the main thing about a lot of these memes, and you know this from from from chill guy, right? Like once pups gets added on, cognance takes a long time for that to like settle because you start and people start doing like 10X levered and then you need a few wiped wipeouts basically for it to properly rally.
And that's that's kind of a tried and tested thing that happens, right. Like that's why I think that till guy, in my honest opinion, needs like another spot listing here to keep to keep it like or I think it could go sideways for a little bit, not not necessarily go down, but I think you just because people will lever trade it, lever trade it, right. Same with Moodang, right?
They go sideways and then as soon as the spot gets added, like it can be a lot more difficult for just to have like a sustained rally. So needs to. Consolidate crazy Wick and then they they could. I was talking about this morning, right? I was like they all do this and then it's happened to Ben. It happened to degen, happened to mudang. It's like they all have this like bleed for a bit and then it feels like they just RIP again, you know?
Like no doubt, but normally after a couple of months or a month like then. They go again. So, so I think Goat's probably in the on the but but I can imagine if I could look through all those ones that have been mentioned, right. So if we go down like Mog Mog, has that got Binet spot yet? Mog does not No, Mog is not no, I think it would be way higher. No Mog's got perps, Goats got perp. They all got perps because that's it's funny though, like Binance.
It's they're being funny because like they list all these perps memes and then you have CZ saying that name. Corns getting weird, but then they don't spot that. I don't I don't know, like they don't spot like the weirdest me. I don't know, I don't know what's going on there. Like you'd figure that forget my bags like, well, actually, no, maybe not, but like Mudang, like you'd figure Mudang would have spot by now. So what's the like? How? How does something make it to
spot? They, they just make a lot more money out of perps, right. You don't need a market maker for perps. They basically just run it themselves, so and. They. Wipe you, they take it all out. They wipe you all out. They know, you know, if you look at the actual money made by perp platforms versus spot platforms, it's much higher for perps because perps, you're generally trading at risk, right?
You're 10X levered. So the majority of people will not make money on perps just like as an overall metric, because you have the Lev levered aspect of it all. So they they make so much more money out of perps. So the lonely really list spot if they if perps volume stays high for a long period of time and often I think if the prices settled down a bit. Do you know what I mean?
Like so Mudang Yeah, that could that could get a spot listing because it's it's settled down lower price points still doing decent volume go Honestly, I think the best the best chance for goat listing is Coinbase right now. Yeah, GOAT could get Coinbase just because of just because of what's going on in virtuals like I think. It would be. Because all virtual holders think they're about to get listed on on Coinbase too. Yeah, it's probably the pump, right?
the IT feels, I was thinking I guess something about the AI thing. It's crazy. I don't have much exposure. I mean, I I have large exposure because of Go. Technically it's the AI sector being one of my bigger rags, but it's it's it's it, I don't know, the whole AI narrative. Like the, I guess the more right curve one seems to have moved to base a lot. You know, like all these agents, like the all different types of
things, whatever the hell. Like it seems like a lot of that action has moved to base right now. So we'll see how how that that base narrative is sustained. The last two times it wasn't sustained. We talked about it yesterday, but let's see if it's sustained this time around and how Coinbase itself capitalizes on it, right? I think what happened really there is just what happened with Phantom Phantom. Yeah, Phantom. Everyone was like, right, what
can we pump? No other no real base memes really pumped apart from the these a a I think they saw these coins as like a a unique thing that the base was good at and they could they could pump them basically. Interesting and. I think, I think I'm not saying that won't continue, but I think like you can check out if you go, if you go Dune analytics, Dune analytics. I mean, Brett has been $4 billion, dude. Jesus. Yeah. Wow. You want me to go Dune? Go Dune. Yeah, dune.com.
What do you want to research? Virtual Virtual protocol. Virtuals. Protocol. Virtuals. OK, Proto, there you go. Yeah, yeah. Just do that one here. Yeah, yeah. Let's see here. Wow. So the number of tokens launched, you can see here is is is about in the hundreds a day. It's not unbelievably high. It's not like new coins at this
at this step. So although they I think they've burnt something like in the millions of of I don't know if you burn it actually, or like they've paid in the millions of virtual to to to list these. So it's still like an early days story, if I'm honest. It will be interesting. Whereas I don't know how many agents are made on Eliza, Eliza agents per day. I wonder if anyone's written that, but I think it's, I think it's, it is absolutely insane amounts. OK, interesting.
It's going to be interesting to follow. But on base in general, I was wondering, I like to think, I mean the best way to see if these tokens are going to if their leaders are doing good, right. So it's like they're not moving that like Brett has already moved up here to 170 billion before. Where's Migos at? To me, Migos is like, I don't want any. Migos is like the bulk of base, right? It's like the animal face of the Coinbase meme or whatever the hell, right?
That's how I see it. What's that? That's 90. That's 98,000,000, but it went up to what? Went up to 188. So yeah, I guess you're right. It's really the base activity right now is really all these, these meme coins, these AI coins. You know what's really going really hard? It's AIXPT, though. That one is like nonstop. Because it's a, it's a, it's a one on. I mean, it's interesting that that Luna basically 200 got slips, yeah. God damn, look at this. Yeah.
Jesus, Wow, have you? Seen the Twitter account though, like it's getting decent engagement. Yeah, I had a notification. I had to turn it off because it was just like doing the last system, some random coins. And actually I was trying to tell this morning about it. I was like what if it's wrong and actually apparently did the wrong analysis on Vader it. It's wrong all the time. It has hallucinations all the time. I don't. I don't think this is maybe.
What is it? So Tyler said the same thing. What the hell is an hallucination? Hallucination is quite a popular term in AI to refer to when the AI just makes something up. Like you'll ask it a question and it will just make something up. It'll probably, it basically makes up the sources, that sort of stuff. So when when you say a hallucination, it's often that the AIS has made it up somehow. Interesting. So its analysis will be wrong or like completely misinterpret the situation.
OK, interesting. OK, I'm I'm curious to see where this where they where they where they take this like what for you? What's the upside? What's the upside left on something like ISBT? Like for me, I was so tired about this morning because I was like, So what where twisting this go? It's probably zero bro levels, but then it's like to get so like to get to that next level up. Like right now it's this is just flip bully, right? If you were to put it against like the smaller ones.
Yeah. Flip bully. Look. As I've said to you before, like I think the AI agents are the most difficult to play like, and I also think they're also the most dangerous because there is a new one each week. There's literally a new one each week. Yeah. If I'm honest, the one that I that I liked which I I've said at that lower price was AI16Z because it is parable to virtuals right? Like it is, it's a it's an infrastructure builder interesting, but and he's but
he's lost like the trust. So like AI16Z if it hadn't screwed up like could be 2-3 X its price right right now. Yeah, you bottomed that too on that on the T GS podcast. So it was like 150 I think, and then I think it's 2X it's. But then who knows, like Zero Bro is going to come out with its own version of this as well. And I feel different others like that at the moment. Yes, there's only real 2 blur and and and and open C of this NFT analogy, but there's going
to be so many more. There's going to be so many more in in the coming weeks. But right now, the one if you're like, oh, what looks cheap? I I would still say the AI16Z at 300 million versus virtuals at 1.4 billion seems wrong for the amount of activity going up on both. But the the tokenomics actually aspect of it is slightly different. One of them is a DAO which you know you have your experience with Daos, and the other one is
is more like a you have to use. You have to use the token to actually create an agent. When, when when I started to go with fucking TG and Frank and shit were like trying to push the DAO model on the timeline and their streams the other day, the other week. I was like, that's are we going back there there again? Like I, there's nothing I'm not. Doing it just one more goat. Goat looks. I did mother I I reckoned goat with my back on the dip. I literally whatever I topped at 1 billion.
I bought the same amount of the dip on purpose just so I could just so I could double the position because my goat keeps talking about it. He's Mendel's out there shilling goat like everywhere. Y'all like he's in the boys chat all day long. Goat, goat, goat. He. He. When was the last time I mentioned go? I barely ever mentioned it. Just now I got you got you. Bitcoin is about to hit. It's it's all time high, which
you absolutely love to see. Maybe it's because we got that big Miami energy that just joined us on the show. So hang tight. Y'all raffle bought that XYZ for the giveaways. The code is hype, HYPE, which quickly I'm gonna go to y'all. I see Joe, I see Blondie on the Twitter space. I'm going to y'all in a minute. But man, though there's a big air drop happened this morning. This hyper liquid one dude, I didn't partake because I didn't really use hyper liquid in Richardson.
Like damn, why didn't I? Because obviously I treated a lot this last few months, but seems extremely successful. I mean. Hyper Liquid has been one of the the the most successful apps in crypto this year. This was a very, very hyped. This is not very, very hard. It is a pup decks. It's not there's not really much more to it than that at the moment at least. But the UIUX was was very much liked.
It's on Arbitron, which it's like the number one app on Arbitron. But just like so far, I don't know if they go down the route of DYDX and do their own chain, but yeah, that's where we're kind of at. Like I think it's kind of like Jupiter, you know, it's got that much of A of a market share in, in perps. So yeah, it's. It's good for people I know where's I know like OG Farmer. I know like a lot of the big, a
lot of folks got a big. All the perp traders, all the big perp traders have have done well from this. Yeah, that's good because the perpetrators are degenerate, so they just put it right back into the market, you know what I mean? Like, it's not like they're gonna go and like, take it out and do this. Hopefully they buy, they buy, they they buy what what, what, what we're into. But anyway, so that was a good thing. I mean, you love to see it, right? Like we, we, we need stuff like
that. It's good for the space. It's good. These airdrops have magic eating coming, you know, God willing, the open sea tokens come in. But I don't know what I's gonna do, you know, maybe Madam ask. I don't know. I don't know. I don't know. I don't know.