Oh yo-yo, what up, what up? Good morning, good morning, GMG Monday. Oh baby. It's going to be a tough week. It's going to be a big week. Going to be a big week. Monday December 13th 2025 Look at that another beautiful day to have a beautiful day. I still wish it was 2024. I missed a 4/20/25 I didn't seem ring to it. Anyways a beautiful day to have a beautiful day. I got my Co host in the house Tyler Mando. Whoa Mando look at that. Is that Lake Louise? Where are you at?
Did you just did you just buy a lake? Is that why we're dumping? No, I don't know what happened. My camera seems to be like getting rid of my face occasionally, so I thought a better a less yellow background would do better, but still seems to be going into my face, my cheeks, my cheeks. Yeah, you look, you look a little sick. I'm in, I'm in London. I'm in London this week so. No sunlight, just just watch out, OK? London, you know, is in no go zone the entire city. Just be careful.
Watch your six, you know, don't wear any expensive jewelry, expensive shoes, don't have a phone in your hands. Make sure yourself back to the iPhone 12 just in case. You know, it's something as little as an iPhone 15 is no longer safe and and just just beware, you know, if you're pushing your kid in the stroller, just make sure the
stroller's cheap as well. You know, just just that basic safety one-on-one nowadays in the United Kingdom, Tyler, you know, you can't get you can't be strapped over there. I need a machete. Oh, also bring a machete. Tyler, good morning. How you doing? Good. I'm with you these these winter weekends when it's just cold and grey, they're they're long days and then every morning I'm waking up and my coins are down and they're 10%. So I'd love to wake up with my
coins actually up again. It feels like it's. Been. Like it's been too long. Yeah, I, I, dude, I, I don't know where my coins are. I haven't looked at desk cleaner this morning. I just read all the messages and all the chats and I assume that Europours dumped it all in our heads when we overnight. I think This is why Mando's in Europe. Oh this is the biggest psyop ever. Rallying the troops over here. You're rallying the troops at night in the West on the show in the morning.
Yeah, by my deal. Go, go. That's token AI, all these things. And then I love how. You, you keep you keep trying to attack me like I was the one who made you buy all these AI bags. No, you don't even own the coin that I was buying. And then yet in every you never made me do it. I've messaged you. I'm the one friend who's messaged you over the last few weeks been like yo dude, like you're like Max risk. You're a great friend. You are. You are literally one of the
best friends in my life. I just love giving you a hard time about go because it's funny. It's the funniest thing ever. Brother Winter Mute Winter Mute came for me. We're. Going to have to OK, hold that thought. I want to talk about because I saw three guys tweet and I had a market maker text me friend of mine say yo, can three guy have me on the stream? I want to talk about this. Hold on, hold that thought. Hold that thought because I want to talk about this in the show today.
That was funny. And yes, Mando is a great friend. Mando is the kind of friend that will text me when things are down, say broke. Are you OK? I know you're Max risk like Mando. I'm fine. I'm OK. I'm. OK. Then it drops another 20%. You know that. You know the girl gift dancing like the Renegades. She's just like, right, that's me. This is me every morning. Anyway, it's another show. I'm sorry.
Jesus, today on the show, Speaking of being cold outside, Tyler, do you also go through that where you have to put the heat on, on and off 'cause it's so cold inside and it gets really dry inside your apartment? Yes. I go through that all winter long 'cause it's like -20 outside, and then the cold comes through the windows, so you have to heat it up. It's so bad for you. So I have the other line. My insides are a little dry. However bad that sign, I don't
know. Today on the show, OK, today the show today, today market report. We definitely have to go through a market before Mando takes off. Let's see what's going on with our favorite coins, Tyler's top 100. And we can recap a lot of stuff seems to have happened over the weekend. A lot of stuff seems to have not happened over the weekend, hence why our all our coins are down a lot. And then last but not least, no
robot spin. That's tomorrow all the way through Friday, but make sure you were tweeting and the show showing some love. All that good stuff. And this show is powered by Galaxies. Galaxies is a Web 3 platform empowering creators and brands to build unstoppable communities with full ownership and independence. Trusted by icons like Donald Trump, Steve Okie, Mike Tyson and the NBA, shaping together the future of engagement and fair side network.
Every day we see people's wallets get drained. Yeah that sucks. Fairsight is about to launch the fair alternative to insurance for crypto scams. Check out fairsight network on X. If you get drained you won't get wrecked man Don't. Who is the? Main. Macro. Daddy of the land. Can you take it? Yeah, well, one of those days.
Look, I think you have to put this into into a wider perspective, a wider perspective here because I think a lot of it you you will be looking at your sub 10 million AI shit going and being like, Oh my God, like this was the top. I bought the wrong stuff. This has been a very macro sell off. So over the last two weeks, NVIDIA is down 15 to 20%, the NASDAQ is down double digits, the dollar's at A2 year high. You've had to sell off in a range of different current EM style currencies.
This is the bond yields are keep on pushing hard. All this macro stuff that we have been saying, look, suddenly everyone cares about macro. This has become quite a big deal. Like that's come to the forefront. So and that's happened again today. Tech stocks opened down lower, Bitcoin dumped everything dumped everyone freaked out. At the same time, a lot of the left curve stuff is getting smoked too. So if you were playing for the Bitcoin to 200K, all my bags are going to go higher.
Yeah, you've been smoked too. I I thought Bitcoin dominance, as I've said for a while, or at least the last couple of weeks, have actually come down in this world because macro was less strong. Bitcoin dominance has gone higher. Bitcoin dominance has gone back
up to 59% ish. It's still seen as like, yeah, this is this macro sell off is affected more of the left curve stuff even more than Bitcoin. Bitcoin right now is is comfortably back above 92 K. It has again hit that level of resistance and bounced back, which is a good sign for the market. But yeah, left curve stuff is it's currently bouncing back. But but yeah, not it's. Always like that, right? Which always takes a. It's a lagged bounce back, right?
Yeah, exactly. And I think I think you, you have to put that into perspective of this isn't, which is in some ways is more worrying in that like this is this is something where the whole market is being repriced. What's going on in macro right now, which is essentially and to put into a nutshell is inflation is, is looking slightly worse than expected as in it, you know, cost of living may stay higher for longer and that the Fed may keep interest rates
higher for longer. In fact, markets are currently now pricing that they will not do another interest rate cut this year. And that is a big departure from what we saw from basically from September, October time, which which which is kind of coincides when the election was too.
There's a lot of talk about like Trump potentially could lead to more inflation, but that coming back is a basically a rerun of the narrative that we had in 2022, if you remember back then, which is inflation, higher rates, people people less risk taking. This is bad for markets in the end, you know, like stocks went high during that whole period.
Crypto bounce back. Higher rates aren't don't necessarily mean markets nuke as we saw over the last few years, we've had high rates, but I think that departure and that kind of 180 in people's thinking of we're heading towards a banana zone of liquidity to now the Fed may not cut rates for a year and we're starting to see some stresses in like other countries from these high rates. Like the UK right now is looking pretty precarious. China, Japan all looking
slightly precarious. It's just just quite a lot of uncertainty around that. So this is a world where the majors have sold off alongside broader macro markets and, and, and, and that's taken down a lot of stuff as well. Now, if you go down into the into like where people have been degenning memes haven't had a great period, although their mindshare is now starting to creep up again because the real death has happened in, in kind of the AI stuff.
We're back to where we were, to be clear, we were back to where we were about 2 1/2 weeks ago. So we are back to where this figure is back to around just sharp 12 billion and most of these coins are down 30 to 40% on the week. This peaked at around 17 to 18 billion about a week and a half ago, about a week ago. So just a pretty dangerous repriceman. And I think the main thing that's happened is, is a lot of the utility stuff has been, has been damaged. Falcon's actually held up
better, I would say. But but a lot of the hopes and dreams stuff, let's say has, has been badly hurt. And a lot of that is, is macro, like I just said, like NVIDIA being down that amount is quite a big deal. And a lot of that is micro as well. So there's been number one, there's been controversies around stuff that AI16Z, which was the leader in the Solano ecosystem has been doing and saying a lot of that's to do with remember we had the controversy of a fat coin.
Then Shaw's Shaw made comments around zero bro, which have come to light. There has now been controversy around this AIC. We also got full allocation too.
But why the controversy about, about that and, and the fact that Shaw sold and, and just general, I think that that project has taken a lot of taken a wide beating in the same way that if width is down 50%, it's tough for the rest of the Solana meme coin market to rally AI16Z with a high proportion of the of the of the Solana meme coin market, particularly the utility bit of that like excluding far coin, because I would say largely far coin is his own thing.
People who own it. I think only a small slice of them are really only the AI angle to that. Point. Whoa, look at this man. Jesus, right. So yeah, yeah. So it's it's pretty nasty kind of across the board for a lot of this a lot of this sort of stuff. I would also see that we. Someone trying to get into your hotel room. I don't. Know who that is? Room service, yeah. Be careful. Yeah, be careful, dude. Yeah, who the fuck's that they? They really want to kick to you.
One second they. Really want to speak to you. They they really want to talk to the guy. I mean, Tyler, what do you make of what he's saying? How are you? How are you this morning, Tyler? Oh God. I've been looked at, I I'm not looking. So I did RIP the Band-Aid off and checked my phantom balance and then opened the door to my balcony but I closed it back. Luckily we had a we've had a huge reversal on far coin. So I checked far coin this morning, it was 690. Nice.
So it's up to 100 million off the bottom at least. So we we've got a little bit of a fart bounce. Jesus Christ. I mean so. Are we, are we countless AS92K holding up? I mean basically like it could like it was a liquidation Wick. So. I was going to ask that. Yeah. So like that that famous like, you know, everybody's been talking about sweeping the lows on the in the high 80s. Mando, it looks like it was swept this morning. I mean, I missed that.
It was must have been sleeping. It's like 89 K tapped here. What do you think? 89 KA. Lot of people kept saying 88 K was that low sweep. Look, I'm not a trader. I don't know. I'm just saying this is the most common thing I read on the timeline last few weeks. 88 Ki think it was taps yeah or 89 K so yeah, I don't really know like. Stu always talks about this too, hitting that 88 K is driving him insane and he actually is a pretty good trader but.
Maybe that's all we needed really for it to touch that level and then rebound. I like that Dee Farmer. I like when Dee Farmer comes back with the Braveheart gift. You know that one, Tyler? Yeah, he's a good ball. I always, I always answer. I I don't know, I always like that one because he always like when he's sweeping a lot, he's always posting that gift Mel Gibson and Braveheart. So it's, it's like a lot of people were talking about.
So here's a consent like consensus was 88 K Bitcoin used to be swept I think it was sub 180 Solana and sub 3K ETH and it looks like everything was went there. So I went to 169. Whoa. Yeah, quite a sweep. And then East went to 2900. Think get me if I'm wrong. So, so there's that for the for the for the majors. I guess we'll see the CPI this week. I saw OV make his tweets about all the CPI shipment though I'm assuming that we're in a macro market again, so we'll be praying for that.
We have CPI and we have PPI this week. So it's quite a big market, but it does sound like it's a Mac. It's a, it's a macro market again for sure. Yeah, All, we get a breakdown here for US CPI on Wednesday. Ideally, we want the inflation number to come in below 2.8% in order to see market relief rally. I have no idea what any of this means, by the way, but I don't know. Yeah, give it. Give me your best knock knock jokes, everyone. Yeah, that great time for knock knock joke.
There you go. Who was it, Amanda? Was it Was it Room service? Cleaning service. No, something completely different. Oh my God that is so funny. Niggs and ugly. What? That's hilarious. OK, anyway, so let's go to Tyler's top 100 then let's. Yeah man, no leather. But folks, crypto majors fell hard overnight. Down 4 to 6%. Bitcoin lost 92 K. It went into the 8988 K range but V shaping back up are back to 93K so a nice rebound there.
Most alts were down about 6 to 10% this morning when I ran the numbers. The AI sector down a full 20% so hit the hardest and macro headlines from the past few days. There is a new Consumer Finance Protection Bureau CFPB rule that would make wallet makers like consensus liable for customer losses or erroneous transactions tied to the users using their wallets. So the Biden administration kind of going out swinging last week
here. Senator Loomis is set to lead a Senate subcommittee on digital assets. She's one of the most pro crypto politicians in the US North Dakota and New Hampshire have both drafted legislation for their own strategic Bitcoin reserves. So more and more states are looking at the the Bitcoin reserves, even if if we have some hesitations at the the national level, the more companies too Heritage Distilling becoming the latest company to adopt Bitcoin for
their company. In token AirDrop and protocol news, the current protocol announced an AirDrop for users of multiple protocols across the line like Jupiter, Solon, Drift, and Gito, as well as top meme coin holders like Pingu, BONK, AI16Z, Fartcoin, and more. So a big community air drop there. Abstract announced its Abstract Syndicate powered by Echo, where select abstract builders will have access to showcase their apps to qualified investors.
And then the Kwai Network is now allowing any Kaido user with 20 smart followers to claim tokens on test net. So another potential AirDrop coming there. I will get into another big AirDrop here in a minute before we get there. AI and crypto. The overall market cap at one point fell 20% to 10.9 billion. It's now back up to 11 1/2. Most leaders still down about 10% on the day. Really no, no top movers. We are starting to see a little bit of green on the board right
now. 4 coins actually leading the way. Hey, Anon is doing quite well as well as CGPT that last token to get listed. In other news, this D5DE FAI is close to flipping D5 traditional D5 in mindshare. Clearly the hottest new sub sector of AI. So we're have to dig into that new token. Hollow from Hollow Zone is aiming to create a framework for the most advanced AI agents that executed 24/7 showcase on X Spaces, which featured Andrew Tate arguing with the Hollow
World AI version of himself. I would put them on the map. They ran the 35 million in their debut. They did follow that overnight. We've got shawl teasing AI16Z maybe 2 coming later this week, AICCC that accelerate Dow that did debut late Friday evening, folks. It's sort of $300 million and higher in the first hour settled in the hundred 150 million range over the weekend. It was 77 million down this morning. Another Dow, hardwired Dow, and now this plans to launch.
They look to decentralize AI innovation via community owned compute power. So that's the next Dow to watch. Then several updates across Bully, ABB, Story, Zero Bro, virtuals. We can perhaps get into those here in a minute. There's a laundry list of updates in the meme coin and NFT sector. Meme coin major is down about 5 to 10%. Not a huge surprise with the majors down. Concho was a meme coin. Runner of the Night jumped 1300%
to 20 million. Moon Pay announced the sponsorship of Unicorn Fart Dust, UFD founder Wrong, which led the UFD soaring 80% to 230 million over the weekend.
And NFT news. Most NFTS are down except for Azuki, and that is because the anime Tokenomics were released last night, featuring 15 1/2 percent of the tokens going to the community, 75% plus unlocked at the open, and then several communities getting allocations including Kaido and Hype stickers, leading the speculation that those two groups perhaps might be rewarded more in 2025. And that's our rundown. All right, well, that is quite a rundown. There's actually quite a lot
going on in these streets. I'm going to start with the D5 thing because I actually wrote about it this weekend. I'm a little confused about the definition of D5 FAI, and if and if I am, I wouldn't be surprised if a lot of people I I I wouldn't be surprised if some people are as well. One side of me thinks that we're just throwing words out there in order to pump bags. Just be honest, Defy. Like, OK, that's part of the Defy thing.
If we're looking at a mindshare map, I'm going to pull up the post this weekend. Why is Defy being separated from AI? Shouldn't it be that when you look into AI that's from this weekend, like you know, it's separated isn't D5 into AI? And then if you go into the EI now, let's say you were to click on AI, there is different pockets, utilities meme like utility, like you know, you know, the vibes like Ava, all the stuff like. Infra. OK, you're right.
So forget utility because I'm really utility plays in D5. Let's go infra memes and something else. So what is Defy and how does one qualify as in a Defy coin? I can get my thoughts. I think of Defy as agents that actually do things like trades like on chain. So these are not your chat bot agents? These aren't launch pads for chat bot agents.
These are AI agents that are being set up to transact for you on chain, which I think it is the actual direction that most folks who are bullish on the intersection of AI and crypto like this is this is the end game, right? It's agents actually operating on chain. I share this is the list from Coin Gecko. I don't think this is comprehensive. I actually want to put Griffane necessarily on this. One and coin market cap tune on by the way.
Griffane does a lot I I thought Griffane Moore is like the ChatGPT for. But see, that's what's confusing. I find this term like, what is defy like? Is it utility? Like? What's up man? What have you seen? They're all trying to do defy like AI16Z has been trying to do that too. I think that Jira bro is trying to do that. I I, I do think that, yeah. I think it's, it's interesting that they're all they're trying to make a subset here.
I think they're trying to make a subset to pump their own bags. But largely if you've been paying attention to the current AI like sector AI agent sector that the vast majority of them are have some sort of idea of making bots that will make you money like Griffane AI16Z0. Bro I'm trying to think which other ones are trying to are trying to make you money right now. There's a full laundry list. Like they're all, they're all doing that so. I think to separate them from the new AI like.
I think most yeah, honestly, it doesn't make a whole lot of sense. It feels like the whole sector is going to go that way. I agree that it's still from a training perspective, you want to look at these lists because this sector is hot looking at the top coins on this list and I think that's why we're seeing some of them like Anon in orbit and it's grift token saw like huge weeks because they're being
seen as the leaders. Though I think Amanda is absolutely right that like you can't separate what AI16Z arc, all these other infra providers like they're going to provide infra for agents who trade as well, right. So it's not necessarily its own thing. No one thinks that chat bots and reply guys is like the future of. Yeah, exactly like they're, they're all trying to do that so. Yeah, OK. I think that's kind of yeah. It's probably just been up a narrative.
We've done something actually. But if you if you speak to most of these, they're all trying to they're all trying to do that. Even AI SPT right, could very easily move into this. And would that suddenly be a Defy star? That's what I'm confused. Also there's another one. It's like some people are like trying to like also called AI fight, like there's a fight of the terms even like bankless. Guys wanted AI Fi to be the main one. Oh, then it's definitely Defy then.
Yeah, exactly. But especially after this week. But just kidding. Because we don't know how to pronounce it. Like how do you pronounce? Well, how do you pronounce Defy? No, I'm not talking about Defy. I'm talking about Defy. I do agree AI5 probably makes more sense by the way, because of that, but I don't know, to me it's just AIAI is AI and I don't know. I don't know guys. Should I sell all my memes bottom and rotate to utility? I almost lost all my gains.
You and me both Maz, you and me both. Just hang tight, hang tight, all right? I don't know if you're a man or a woman, but just put your nuts on the table. Either way, just leave them on. If they're there. It is not the time I think. The big, the big thing happening. I'm curious for Mando's thoughts on this. So clearly, like all the leaders in AI are down 30 to 50% on the week. Like there, there's no hiding of
that. I I think that the big question is, is that because of the macro pullback or are we seeing a shuffling of the leaders because the early leaders aren't necessarily going to be the cycle leaders. And I think that is the biggest concern across the sector now. And while you've seen the leaders like virtual and AI16Z and AI XPT dropping, you've seen a lot of the coins in the mid tier start to pump, right. So like a non is up quite a bit on the week. Ark had a big run.
It's down now this Pippin token came out of nowhere and now it's over 200 million. Ava from the The Hollow team is now over 200 million. And I think there's a growing there. It is. And this is also from folks who are incentivized to pump their own bags. But they're trying to say like their bags are going to be the new leaders, right? And it's also new that we don't we don't really have a good answer. But yeah, curious your thoughts. I've said that since the start, right?
This is one of the reasons why I find it so. I knew this sector would be so difficult and I've said it so many times, even on the show, I think the attrition rate is going to be unbelievable because you can build it's open source AGI, right? That's what everyone's talking about or trying to build open source models. It's so easy to build on what somebody else has just built and try and build something better, right?
Like so the idea that you're going to be ahead for a long time is very difficult to underwrite. AI 16 ZI really feel like it's very far. It'd be very difficult to catch up with them with what they've done with Eliza, right. That being said, like they've there's been a lot of fumbling of that bag or some funding of that of that yeah, something of that head start and that's been I think been one of the main worries.
Now, do I think that this Hey Anon thing is like some incredible thing people have said? Oh yeah, this is the building a new framework that can be the new AI16Z. I'd be. I think we'll probably do this run again in a couple of months. Like the person who created Hey Anon, to be clear, is Daniel Siesta. Daniel Sester, who is behind Time Wonderland, one of the most infamous rugs. That. Everyone lost all their money on
like we're not seeing here. I'm not seeing here going like he's like the best thing that ever happened to he's done. But like, I think there's, you know, we've seen king making in the space and I think you have to be you have to appreciate that they'll probably be dealing out for all these people as well. And if you're going down the utility route, know that there's no bag. There is no bag in crypto meets AI, which you can underwrite and say, I'm going to hold this for a year.
There's nothing like if you go down that route, even virtuals, right, which I think a lot of people thought had this unbelievable. It had a head start and it did really well with that went up to four and a half billion. Now it's like 2 1/2. And all I see is a timeline complaining about how like the functionality of the bots isn't good enough and a XPTS that got its own proprietary thing.
And like just don't be very, very aware that like maybe take your gains in the utility stuff if and maybe don't believe they're all going to go to like or yeah, just be prepared that next week there's going to be something that they will attack you on, right? That's why in some ways I like go fargoing, but then you know, that hasn't worked out really out. That means while Falcons worked out, but it hasn't worked out that amazingly either for for
the meme. So it's it's incredible, incredibly difficult space to underwrite stuff for a long time. So I think there's so playing that out, I think there's like there's two schools of thought. So like you've got folks like Ovie coming out and giving his like top five plays and he thinks his pork and 5X and he's basically betting on the leaders, right? He he bet on like virtuals AI16 ZI think arc was on his list.
I I didn't memorize his list. So there's still a school of thought that you can bet on the leaders in five to 10X if this whole space goes to 100 million. And there's another school of thought is like, should you sell anything that runs to 300 to 500 million because of the attrition rate and just, you know, try to continue to play downstream. And I don't know if either one is right. One perhaps might be a little safer. Maybe you don't have the outsize gains. I think the next couple weeks
will be telling. I think if Virtuals and AI16Z actually turn over and get flipped, it's going to be very hard to hold any of the winners very long. I mean, you have to believe in the in the ability for that to happen pretty easily, right? Zero bro. Went from 850 million to 240, done 12 straight red candles, like just because people thought new models could come in. It can happen to the to the mid tiers, It can happen to the
strong tiers. I don't know necessarily if it goes to 200 million, you meant to sell it because they can. The ones that go to 300 million can also be the leaders that go to a billion, billion and a half. But it's just, yeah, like the attrition can be really, really hard. I can't tell you in a year's time if any of these coins will be will be the leader. I can probably tell you that Go and Farkman will still be around, but I can't tell you about the others.
I really can't. I think AI for AI16Z to to fuck this up. It would shock me because of how how well and how established they are, but they seem to have fumble fumble the com slash vibes bag pretty hard here so who knows. The other thing that's playing out? Sorry, Frog. No, go ahead, go ahead. All of these major teams are still rolling out their updates. So like I I skipped over some
because there's just so many. But like Shaw's tweeting like ASAI 16 ZV 2 with their tokenomics is set to come out this week. Zero Bro released an overview of their entire. You didn't mean to, but. It's so funny, but they're releasing their plans for their agent frameworks. Like all of these teams are still like actively producing and we know how important attention is in this market. So like all of them could also just very well be it's like 1 positive update away from this
refund. I think I don't have any money to keep bidding, but I would love to take a punt a fucking out because I'm a gambler, though, like I'm I'm a I'm a degenerate gambler, but I would love to punt this, but this takes serious cojones because the zero bro like 12 was it or 12 days into the red candles now. I mean it's. Due a bounce. It's I think everyone you can't look at that.
And not to say hey, it's due a bounce, but number one, that was more of a vibes coin than I think any of the others because it was a culture based coin. Right, but became intro. Yeah, but it was a culture coin. Like that was really a piece of rap album the other day. I don't. Feel like I love that part though that I always said that my favorite thing Zero Bro has done is the rap album.
LALA vape LA vape cabal slash basic CC slash Anson were like yeah, no Mark, it's not it's done at the same time we got a violence perp listing Yeah yeah, this is when when do you think the the frank like vape cabal tweet was? The problem is that Pippin has a stronger founder and is also building a Python based framework. So the Pippin found from baby is like tied to baby AGI which I understand is more established. So now they've got a direct
competitor as well. I feel like Ark and Pippin are bigger competitors. I think zero bro was always about like the vibes of that project, right? And it had everyone behind it being like, hey, they can build a fashion line, they can make a they can make a music studio, all this sort of stuff like and that laws you requires when Kol's continue to be like, this is the best thing I've ever seen and whatever I it just felt as though that was stopping to
happen. And then and that's where it is like I wouldn't be buying zero bro necessarily for the infra because it has a closed model. So it needs to be incredible that that for that to work in my opinion. It's hard for like the the KOL, like the AIKOL model to really work like AIXPT has pulled it off. I think it's going to be very hard. I actually think AI XPT has a huge Moat in that space right now. I think it's going to be very hard for another one to catch it.
Weirdly, AIXPT coming out of this, I know it's obviously down 4050% now, but it looks maybe stronger than the others in terms of its Moat this because it's it's maintaining it's it's it's level of of my share, right. I got, I got to run boys great. See you, brother. See you. Yeah. I mean, it'll be interesting to see where this all takes us. Let's let's talk about the Wintermute stuff tomorrow because I won't go into it with Mando, but damn, they're getting
a lot of heat. Not that they give a shit. I think Wintermute is going to clear like over a billion dollars this cycle anyway, So I think they'll be fine. I think they'll be. They'll be very fine here. Tyler. Tyler. Tyler. Tyler. What else did you have for us this week? When we can get into anime? If you a. Few other impacts of that announcement. So we got the anime tokenomics announcement last night. A bit of a surprise. We knew it was coming, we didn't
know when. So they basically announced that anime is a culture coin, which means it's not going to be a utility coin, more like the Pingu style meme coin. We move 1 billion in supply. 50.5% of the token supply is going to the community. Of that, 37 1/2 percent to the Uzukis, 13% to community cultivation. Looks like the company's getting 7.4, team and advisors are getting 15.6 and then partner communities are getting 2%.
What's interesting about the partners here is that includes Hyperliquid Stakers, Kaido Yappers, Arbitrum communities, and a few other anime communities. This is going to be on Arbitrum and ETH as as I understand it. I don't fully understand exactly what that means, so perhaps we'll learn more as we get a little bit closer. 77% of the tokens are unlocked Unlocked at launch. The team's tokens effectively have a one year Cliff and a linear vest from years one through 3.
And that's a quick rundown of the tokenomics. Of course the NFT started running on the back of this. We saw Azuki's get over 14. The elementals got to two ETH or so. They they both got hit a little bit in the broader market pull back. So I'll be curious where they go, you know, with the market perhaps stabilizing a little bit, perhaps once we have the actual timing announcement there, there might be another
pump there. We will certainly, certainly see, but I think it was a good announcement. It it was very clean. It's very easy to understand. OK, the total supply is 10 billion rather so it there is so, so, so good unit bias. So it's going to be a decimal in your pump coins. I've I've already seen folks calling for one to two billion price targets. That's up there. I mean, it says Mango's at what I know. I mean the I know the market's down, but Penguins 2.6 billion. So that's FTV.
Right market cap is 186 yeah impressed when the when the market rallies, this is going to really rally. But anyways, let's go back to anime though. Point being. I was going to say presser. So I was what are what are our pressers like? Do we feel like it's half a pingo? I'm not going to be like a a pingo maxi or what not. I'm just. You know, I think the conversation be was having on your on your comments. Remember I was going back and forth Beanie last night a little
bit. Yeah, I'm talking from someone who doesn't really have a skin in the game, right. So a billion is very doable and a bull Raging Bull, like golden bull, like, you know, things go up like so long as like ETH, everything's raging higher. Like of course you're tearing above 2 bill for sure, for sure. I mean Suzuki has like arguably the biggest community in Asia alongside Penguins. Wow, that's why I was going back and forth with being on timeline
last night. Just Penguins since have bigger proliferation. But I wouldn't I wouldn't discount what what a Zuki has built in the in the East. They have a big treasury money, they can pay for a lot of activations, a lot of things. There's a whole hyper liquid thing to it, so yeah. I think a lot depends, like what what is going to come next? So a part of what's happening with Pingu and the pudgy Penguin NFT, he's like, let's just be honest. It's because abstract is also
coming up, right? There's another big thing happening in this ecosystem. What is going to be that for anime and Azuki? Like what? Why will folks want to hold on to this more so than just like pure faith? You, you've got your whales and your Max's, you're probably just going to hold right. But for your marginal buyer, like why are why are they going to come in and buy this and want to hold it for an extended period of time? So I think that's and that's
always the question with these. I think that is perhaps a little bit of a bigger question right now for anime then it it may have been for Pingu, but you know, we we know how these things work. If it comes out and it starts doing well, you know, FOMO kicks in and people want to ape. It's certainly one of the top brands. Everyone knows them is very familiar established team. So it's going to be big. I think the other thing the the
to unpack here is hype. Hype stakers are getting rewarded and so are the Kaido yappers. And I think those are two the one, one of the complaints against hype staking is that the APY isn't really that big. It's like two 2 1/2 percent. But now we've got our first external community doing an AirDrop for hype stakers. So I do believe we will see a large influx and hype staking tied to this. And we we went through this with Tia and dime a little bit, but I think there's AI wouldn't really
compare hype to those. I think it's a bit stronger founders, you know, going on about their, their actual metrics, you know, their, the income they're, they're generating on a daily and annual basis. So I think Hypa is pretty strong. And if that ecosystem starts getting targeted for air drops, I think that's going to be a pretty solid stimulus for them. And then Kaido, which has been increasing their mind share and reach saw the NFTS go to 7 eighths.
We talked about them on Friday. Now the Kaido yappers, so the people who are kind of on their leaderboard are going to get rewarded with this tokens. It's another it's another good incentive to start using Kaido and being paying attention to your yapping, right? And that's a big feedback loop for them. So I think Kaido, I don't hyper both winners from this. I'd say Kaido more than hype. It's like hype is already so big, but Kaido is still the
newer product. You know, people are still kind of coming around to it. This was big. Interesting Yeah, this is good. I like this. I like this approach. I mean that about the ticker anime a while ago. So that's that was interesting to see figured it was for them. So love to say I have some yap points. What's up with that? How does this work? Like am I supposed to? So I hadn't really dug in. I kind of just do my own thing. I just tweet in reply when I feel impressed.
But I think the way the system works is there are topics and within a crypto Twitter, there are subtopics and you get points for having conversations regarding those topics. So there's like AD 5 is trending and you are a reply guy or you're posting and replying. You know, within that sub sector you are going to earn more points. Like, you don't just get points for having a viral tweet about sports, OK? I see. Yeah, I'm. I'm 6th with the most amount of
smart followers. If you follow me, you're smart, you're genius, you're bull, you're beautiful. See that? That's based on smart followers. It's not bad, right? Look at that. Look at that. They have 123456. You know, 7 even better. Lucky 7.
Lucky 7/7 is better than 6 look at that OK, so that's interesting because that's my dashboard right I just don't know what to do what to look at anything I just be OK it's interesting I. Mean if if you want to earn yap points, you just you need to engage in conversations on X. So like you, you earned some yaps. Yeah, like you've got some yaps on there part. Awesome. You probably earned some of that your conversation with Beanie. So you got to go back.
Yeah, See, I yeah, I can only use so much right now, but I wish I would love to go back and forth with them efforts on the timeline. Oh yeah. The problem is like people who are busy, right? You're not going to spend it all day, just like arguing and going back and forth on Twitter. This is perfect. This is made for Beanie. Beanie is behind Kaido for sure. Beanie loves. They were back and forth on the timeline with them efforts. He's in a he's in a God tiered
troll like people. The other news, I know you didn't cover it because you couldn't because it came out during the show, but I think it's pretty big. Tether has announced the entire Tether group is going to be relocating and will now be aged to in El Salvador. Wild. Tether will relocate to El Salvador after securing DASP license. Wow, is Tether pumping on the news? Let's let's. Tethered to $5 dude. USDT to $5 baby actually. Back to the fourth this year.
Hold on, this is that is so good. Then we'll get the USDTNFTS, tweeted a few. Hours USDTNFTS. Yeah, they're dude. Like honestly, El Salvador, this guy's on it, man. Naib, It's funny, I was talking at a team this morning saying that I really want to do one-on-one with him. Like I would fly down to El Salvador and do a whole thing like we did with Trump with Naib Kelly.
That would be fine. I think a lot of people don't know a whole lot about him, like especially folks who are like kind of newer or haven't haven't dug as deep like they are what one of the most profitable businesses in the world like per per person, arguably like WS affordable. Yeah, Tether Paolo interview would be insane. Yeah, they are. They are the most profitable business, right? Something like that. It's insane. It's insane that they have that they have all this stuff. All right.
Well, look, is there anything that we didn't touch on that's important? I think we went around the horn pretty well. If you want to end the show on a lighter note, maybe we pull up the Hollow Zone. Andrew Tate. It might be a little too graphic for the show is. It there's like. Mums and stuff or do you? Like N word type shit or is it like? No, no, no. Just the F word. That's all right, but I can't find the video. Let me see if I can find it.
So what this is a what is it? Like AAI just speaks back at you or some shit. Yeah. So like the the Hollow zone, they're creating these new new tech for AI agents and they've got these hollow versions of. What the fuck are you talking about? Let's end up showing this definitely. Oh, it wasn't, but that's pretty. That's pretty based. But I'd like I'd like the hologram I had. A clip of it. It was so funny. What the fuck are you talking
about mate? You're calling me up and you're spewing some fucking nonsense about pre basin holograms. Get to the fucking point. What do you want to talk about? You want to? The point is you're the worst person ever, Andrew Tate. You made jokes on the Internet, you said women can't drive and you're a human trafficker. We all know you're a human trafficker and that's why you're trapped in Romania. I want you to fucking admit it and stop lying to everybody at home.
You think you can come at me with that weak shit? Fuck off, you fucking idiot. I'm a fucking millionaire. I'm a fucking champion kickboxer. I'm a fucking What's the point in being a millionaire if you're locked in jail for human trafficking? So stop fucking bragging. Admit what you've done, own up to your crimes, and perhaps you'll be comically retributed by the universe if you finally admit once and for all that you're a piece of shit human trafficker.
Are you fucking kidding me? You think you can lecture me on morality, you pathetic piece of shit? I'm a fucking visionary. I'm a fucking trailblazer. I'm a fucking master of the universe. You're. Just a fucking nobody. A fucking insect. God damn. These are clearly playing into it, but I mean, it's good tech, like to be able to like live respond like that to like that's more complex than just like a Twitter reply bot. And like we know like most of these reply bots are just God
awful, right? Like the things they say are just cringy or stupid. Oh my God, that's. Kind of good dude. Market like that sent Hollow to 35,000,000 like it was a victim of this pullback this morning as well. Look out for those hollow agents. Maybe I'll get one. I'd love to have hollow tie. Yeah, honestly, why not super down for that as well. All right, well, look, looks like we went around the horn. Yeah, it could change podcast world. Yeah, I mean, it's true.
Like, aside from all the fucking fuck, fuck, fuck, like, shit, like, that's crazy stuff. But like, you know, there's definitely more use to that for sure. So there's definitely a lot that we can do with with this hollow stuff. I think it's pretty cool. It would be fun to have like imagine you would just have like a like a like a Co host that just like, I don't know, just like it's just there like confirm stats. I don't know like confirm like you know?
Like, yeah, like, like holo, I could just read off the news and then. I could just comment like, hey, holo, can you please check on this stat, Fact Check this and we're talking about it. Then it comes back and he's like fact checks and stuff like that. So I don't know, that could be pretty fun. Anyways, look, we went around pretty well. There was one more thing. There was one more thing, one more thing, one more thing on
the Marriott side, one second. So we got the winners for the raffle, but where are the names Sims? I have the winners. There's not there's no names like you guys the winners. Oh, there is, because we did the red guy raffle and then we did the little pudgy raffles because those contests are done. Actually Tyler wrecked and the
Ugg raffle winners. If you click into them you can see the winner profiles in there each person and that was drawn so the people are aware that was drawn on chain with chain link. So it's verifiable and all provable. But the profiles are in there if you want to. Click on the winners. Knocked down and then you should have each profile both on pudgy and on. Yeah, this right, this shit here. There you go, you just got. So that was the first one for wrecked. So then they went to wreck guy
each holy shit. All right so this guy here the plague PFP. This is your account. I love how you can just see all the predictions and stuff. So fun. Anyways Ox like I don't know who this person is like there's no name tied to their account. Make sure you put names and PFPS on your accounts y'all, it would help a lot. You'll definitely know the other winner. So congratulations, you win a red guy. Who else? Oh my God, Griffin. Come on. This was a it's Griffin's, it's all on chin raffles.
So we run raffles on chain using chain links. So they won red guys, congratulations. And then for the pudgy winner, so here see little pudgy, little pudgy. So let's see 1 little pudgy. So Austin from Florida looks like they want a little pudgy and baser. Congratulations as well. Wow. You've been using the platform. It's been grinding. It's been grinding. So looks like you won a little pudgy as well. So congratulations. Congrats. Let's see how my predictions are going.
Tyler, while we're at it, I'm not looking green here at my far coin 2 billion marquee cap before inauguration. Yeah, I'm, I'm not I'm not looking great on that one. I'm looking. Pardon. It's possible. I mean, look, anything could happen spot listing right before inauguration reversal if we go. If we get the dream CPI print. Yeah, but I did hedge it with the fact that Farcon will not get any spot listings before the inauguration. And I'm cooking hard on that.
So I'm like pretty much making up all the points I'm losing on the other one. And then I lost pretty much on Farcon 100K holders by inauguration. I mean seven more days to rally What? It's almost a zero. It's rather 130,000 hold sorry 30,000 No, it's oh 30,000 holders man hold it up yeah, I'll be tough It's only. Like 1000? Yeah, that's going to be tricky. Yeah, yeah, yeah.
I've been cooking up this one. By the way, I keep betting that MicroStrategy week after week BlackRock buys more Bitcoin and MicroStrategy. This one's been a good one for me because MicroStrategy doesn't don't have a blackout in Jan or some shit or like they're running out of cash to to buy raising more. They're supposed to be they They bought more today. They did, but they buy small now
the amounts get smaller. So I I keep taking that one in the markets and then let's see what other markets we have. Then we'll shut down the show. A lot of a lot of markets around. I bought that one with by dance and project Liberty, which is what's this other guy, Kevin O'Leary enter negotiations still been Jan 19th. I don't believe so. So six days left. So I took the no on that. There's a bunch of Champions League ones, there's Elon Musk, how many times he'll tweet
before the inauguration is good. Oh, this one I like. Well, Mog's market can't be above a billion between before Trump because MOG is the type of coin that reverses very aggressively. And so while the whole market's down now, like you said, we get that CPI like the far coin thesis, right? Sure. You get that, but it again, it's also a tough one. 50% move in MOG yeah, I mean I'm talking for far coin, it would be like a 2X. So it's. So it's it's tough.
So there's a bunch of fun markets and oh and there is UFC this weekend, I think so if you guys want to get any disease markets yeah, I I can't wait for UFC. It's been a while. So anyways, sign up myriad the markets things are heating up as abstract is getting closer launch and there's a bunch of other stuff on there.
All right, look, let's go right up back tomorrow back with the robot loot box spins tomorrow with that with that, with that, we'll sell tomorrow morning, 10:00 AM Eastern Standard Time for the episode of FOMO hour on rock radio. Let's go.