Oh yo-yo, yo, what up? What up? Good morning. Good morning. GMG Monday, dude. Wow, that month of May, damn it went away dude. 2nd 2025 look at that. Another beautiful day to have a beautiful day. Another beautiful week to have a beautiful week. Another beautiful month to have a beautiful month. I got my calls now. Tyler, Good morning. How you doing today? I'm good. It is a nice sunny Monday to start the week.
Just like you, I moved over this past weekend, so we're we, we spent some time getting all settled in. I love that. Now ready to get back get back to business here. Looks like we wait a little bit longer for new all time highs. Yeah. Sadly. Yeah, this last couple days, well, this last week sucks. It's like this like far coin dip really blows. I mean, that's not the only one, but you know, there's a, you know, even Pepe, it got slammed.
But yeah, my bags are down, but my bags will be back. And I hope your bags do too. And like, yeah, people say I love your cabbie. You got you got the whole background sorted. No, I got I went from having insane background to like kind of nothing going on now you got the crazy background. I love that. What do you got by the chest pieces? Where's the Penguin? No Penguin. There's one directly behind me. I still have some more to do. My my, my main desk comes tomorrow.
So then we'll have a final reason. So. Did you settle on the chair? I saw your tweet. Yeah, I bought the the Steelcase Gesture I believe is the. The. Brand that Sims recommended it was it was. There was so many good recommendations out there so I could spend 5 hours researching or just take Sims. This tip. Yeah, I'm going to do the same thing because whatever chair I'm sitting on right now, there's no support. Like there's nothing in my back
like it's Anne Smith back. So I'm going to I'm going to copy trade you on that Steelcase thing. It's funny, last year I asked like what chair should I buy? And it got like 300,000 views and went viral and it was OK. Chair Twitter is very serious. Oh yeah. How many chairs do you sit on? You know, clearly many chairs over here on on Twitter anyways, so on the show, we'll go through the market, we'll go you know Mando, I'm sure he's going to
come or not, I don't know. But yeah, we'll I'll text him remind him what we're live. We'll go through the market report and we'll go through Tyler's top 100. We'll go through yeet giveaway of course, and as usual, and then this show is power by wallet connect baby wallet connect is the connectivity network shaping the future volunteering UX If you've connected to Web 3 app you've seen wallet connect that blue logo it's everywhere and I going to trust in crypto is recognizable as Visa at
checkout. Want to learn more follow wallet connect on X and Telegram to stay ahead of what's next. Tyler looks like today you are the chosen one to tell me what's next NFT and crypto analysis Tyler T on FOMO our cause the kids. Can yeah, folks, crypto major's a bit mixed a bit down here overnight. I think the big story macro from the weekend is US, China trade talks have have slowed and it looks like there are some issues there along with some escalations in the Russia,
Ukraine conflict. So market's not liking that. Stock futures are down and looks like Bitcoin down here, one O 3/8 ETH at 2500, actually outperforming a bit in headlines here. So Blackrock's I bet ETF, they hit record inflows in the month of May 6.2 billion, their biggest month ever. This morning we saw Michael Saylor. He bought just $75 million last week. That's it. 65 So so big Mike is running a little bit lighter on funds it seems at this point in
time. We have Canadian Fitzgerald launch a Bitcoin gold fund offering Bitcoin exposure along with downside protection based on gold prices. Stable coin usage really is shifting to B to B, business to business with those business to business stablecoin transactions reaching 36 billion and surpassing person to person transfers. So I thought that was
noticeable, notable. Congress introduced the Clarity Act, a new bipartisan bill aiming to shift crypto under CFTC oversight, reducing the SE CS authority. I think we saw that coming. Sharp blank, big news at the end of last week. They're upping that raise from 425,000,000 to a billion. To a damn. For that corporate treasury, so that's a big, we had REC shares file for an ETH and sole stakey ETF and it looks like. The Rex shares. Rex shares similar to Rex
shares, Maybe Rex shares next. I understand it. This is going to go through a different approval process and actually might have a real shot at approval in the next few weeks. So that would be a big for for those staking ETFs. We had FTX officially begin their second wave of distributions on Friday.
And then CZ, he came out in the last day and said now would be a good time to launch dark pool Dexis after James Wynn was publicly haunted and apparently back and asking for donations this morning in in a bit in token and open protocol news, Wreck Brands announced details for its shipwrecked launch. Those drinks are going to be minting as NFTS on abstract via Open C. So that was a big announcement that's coming tomorrow. Nice. Amino opened up its AirDrop claim for Season 3.
Aptos announced a new 100K info 5 rewards campaign for this top 150 yappers. Then loud. This loud token was one of the big stories of the week and they had 70% mindshare on Friday. Token launched on Saturday. A little bit of a roller coaster it's holding around. It was chopping between 10 and 15,000,000 yesterday, now down to like 6. So it is selling off actively this morning. Rounding this out, AI crypto market cap. AI market cap around 9.8 billion. It's down about 15% or so.
From Can we focus on what was loud in the end? It is right now. Just a meme. Hi, Amanda. Yeah. So I thought it was meant to be some sort of like protocol for something. I think that was part of the potential bull case was would they use this to launch like an actual project, perhaps like a a launchpad for these initial attention offerings. I think that's some opium right now, but the reality of what we have is it's just a meme coin with a 4% buy and sell tax. OK, fair enough.
I genuine. I genuine. It wasn't exhausting that I just genuinely thought that there was like going to be some sort of like. Who knows? It's it's a Twitter L2. Right, it's a Twitter L2. Cool. Yeah, and we can get into it more here in a bit. I think it was. It was definitely one of the big stories of the weekend. Just rounding this out we had moon words acquire they jumped to point at 8 ETH top NFT mover.
This X copy edition of 10 mortal sold for 1.1 million over on God. That was a huge sale for an edition of 10. And then DK motion a little fumble. He ran these day and night auctions, sold for 34 ETH, but he he locked the ETH in a smart contract fuck we will not be able to access it so that that ETH is now gone. That's quite low as well, I thought. Right. I thought that was my first reaction before seeing off. Fuck, he lost the money. That's my first track because
back then. Was I wrong? I thought this is given the one that sold for over 1,000,000 right? A million, a half meal, 200 K, 300 Ki mean he sold at every price point. Yeah, he's big. Yeah. I was surprised. Maybe it's different than this part of the edition. I don't. I don't know the deal here. It was a one of one too, no? Or was it not? I don't know. Do you know Tyler? I I don't have time to try. To find the the details, I just kind of saw the the headline
that it got locked. Yeah, I saw that as well. I was like. Fuck, it's a one of one of four, so it's an addition of four. Basically, it's an addition of four OK. OK. OK, interesting. Sucks though that the money was he's been through his fair share of problems, right? Like he had this someone take his money or something once and not long ago, you know, this he's he's I love DK. I met him in Korea. I think he's here. Mando actually right now for NFC. Yeah, yeah, I guess we'll see him soon.
A lot of stuff to talk about. Tyler. God damn you like, no, there's not much just you got you got a lot going on right now. Just quickly Mando, while we have you, because I think you Monday you go through your other
thing in a little bit. So while we have you, though, let's talk about the market a little bit shaky, a lot of headlines, whether it's on steel, whether it's Ukraine, like fucking up a bunch of Russia fighter jets, the EU now unhappy with Trump. Like there's a lot of stuff going on in the market across where Amanda, why don't you like run up the market for us? Like what what's happening in that front here? Because we're our backs are down. They're mixed right since.
Yeah, it's weird. Maybe maybe they are a little bit down since Friday, I guess I've been focused mainly on ETH and ETH beta stuff, which is, which is down a little bit on some of the memes, but ETH is kind of where it was at least I you know what I, I think there's the non zero chance. I think that Bitcoin has another like retest of like 100 and 100 and 203, maybe even like 100. I still think it meant to be
buying any dips. I particularly, as I keep on saying, I like Ethan eat pizza stuff. I I like the market. I like the market here. I think I would be a little bit wary of buying non majors on dips because a lot of that stuff is up a lot.
So like catching a falling knife on, on like a salon Aminco, it can be a little bit tougher in these phases, But I, I, I don't think we're going materially lower if that's what the question is. I think we're just consolidating a little bit here and people are just like, oh, we're going to go all the way right back down. I don't see any of that. I think the market was actually positioned pretty defensively for the last month or two. And this is the dip that you can
either buy or not. And I think, I think you we will, I think there's been some worry that this this actual setup looks very similar to 2001 and that like. 2001. Sorry, 2021 where it looked like Bitcoin just hit a touch high, all time high. And, and you can, you can make it feel like, oh, we just did that until we, we push on from here. But I don't really believe in that. At least this time, I don't think the market is the market was really frothy back then.
It doesn't feel as frothy this time. And yeah, I'm still, I'm still a fan of, of positioning. So I've been buying, I've been buying ETH beats like I wasn't fully invested. I was about 60% invested. I've got myself to about 80% invested. I've mainly been buying ETH on the dip. You're not buying my bags. I don't know what your bags are but I have been pretty. Clear. You know my bags. I've been buy I wanted to buy ETH on the dip. You know my bags.
Not even ETH memes. Like I am a little bit wary of memes. Let's put it as a group, right? That was like a pretty aggressive move lower in a lot of those memes. And sometimes I can take a little bit more time to like to digest. And I think memes, I think memes, even my ETH beta memes, even with ETH like slightly outperforming still like they traded like Solana memes, you know what I mean? Yeah, I meant Pepe got smacked down this weekend, but I think.
Mog Mog got smacked and it it feels like the meme class is like one of one to its own. And yeah, it's everything else is kind of so if, if, if I performs, I I just feel as though that maybe some pain was just causing that move in memes and I'd be a little bit wary of like buying dips in memes here. That's all I would say. I yeah, there's no dips to buy because I bought before the dips. So we're going to be respectfully waiting for the pump while we're chilling here. It's OK.
That's good, man. That's good. You know you can just wait. So Bitcoin interesting boys. You know someone answered you right regarding 2021 comments saying 2021 felt different. It fell off a Cliff once it hit ETH. It didn't consolidate like this, and I checked and you know what it's consolidating at the top of that range, which is impressive. The rest got smacked down like all just got beat up again. All of them, including meme coins, but it looks like Bitcoin is kind of holding strong.
Where's ETH at? So 2540? Wow. The market feels very different to where it to, to what it was back then. To me at least, it feels very, very different. I the thing that's changed to me here, by the way, just to be clear is I don't know if you, if you, we were paying attention. I know Tyler, you were, but like there was a for the first time last week and we know we spoke about earlier in the week a company did an ETH treasury. Yeah. It soared like this wasn't a small move.
That was. A big move. Or a fact there are other other thing people now thinking about this as a strategy, which means that I think I could have a little bit of a season here of ETH treasury buying. And I think that's that's not been with ETH, it's been with Bitcoin and it's actually even been with Solana a little bit, but it hasn't been the narrative for ETH. No. At all. And I think that that change could be quite big. So I, that's why I'm I'm, I'm paying attention to it a lot
more. Yeah, yeah, yeah, it will. I was Speaking of which. I mean, hold that thought. Tomorrow, Joe Lubin's coming on the show, ladies and gentlemen. They didn't announce that yet. I'll post it later.
But you know, so I know it's part of your topics too, Tyler, but we'll solve it till tomorrow because Joe Lubin, the man himself, the father, one of the fathers of Ethereum itself and the man behind this S bet NASDAQ listing and you know, Joe Lopin is now the Ethereum Taylor. So you know, Ethereum Jesus. You know, I don't want to call him Ethereum Sailor, Ethereum Jesus. We're not quite there yet, but, but, but he. He's very. Interesting to see like that reaction I feel like.
He's the one man, though, that's like, you know how we talked about on the show that we need someone to come and like be that person for Ethereum. I feel like Joe was like, fuck it, like, you know, I bursted that shit. I'm going to save it it. Couldn't be Eric Trump? You know, exactly, exactly right. And, and, and so PAW Patrol, Lubin's coming on the show
tomorrow for half an hour. We have him from 10:30 to 11:00 AM Eastern. So we'll go hold that conversation that thought Mando for tomorrow and think about you guys can think about what you want to ask him and talk to him about because what will happen then for a whole half hour? Talk about it besides that, Mando. So you're looking at that, Is there anything, I don't think is there any, like we have any macro stuff coming up?
Because on the macro side, like, you know, I know the trade talks are still going on. We're getting a positive headline, negative in the line, positive headline, negative headline. Same thing for China and Trump. I feel like we got battered this weekend and up until today with these headlines, they're kind of negative. So anything else to look at? Yeah. There's quite a lot this week actually. You've got PMI which actually just came out, looks kind of in
line. You've got some jobs data on Friday and then I think Powell's got a couple of speeches. So enough to move the markets. The main The main will be will be Friday's jobs report. OK. I think Powell's speaking today, so there may be some headlines on the back of that. OK, OK, OK. OK, there was rumours going around that he's going to resign today. Yeah. What's the Poly market line up for that though? I think it's pretty low, right? I really don't see that
happening. Yeah, they they called his bluff in the prediction markets. I don't think Powell will resign. Is he like? No way. It really it was just. Well, the market is will he be removed, not resign? But but that market counts A resignation. Does he? It does, yeah. It's as if Powell ceases to be the chair for any period of time in 2025 S you're. Right, he says. Yeah, Polymarket does this where they they have weird titles.
Yeah, and then it'll go down to it, to the fucking resolution, and then some whales going to. I mean, 16% actually feels high and I think there's some pretty. It's down 7%. Don't. Yeah. Let's see an hour. It's six hours one day. It's actually back up. Today it peaked at 17%. Yeah. But yeah, I mean, it's still a heavy favorite to be no, right? And also, I mean, part of this bet is that it goes another six months. So even if you don't think he's going to.
That's true. It's 2025, you have a lot of time. Resigned to this, that could be a reason why it's still so far above 0. But yeah, I I'm, I'm not betting on Powell. Well, that's another question. You know, I don't think I feel like he's good at his job and I feel like he loves his job. So I mean, it's kind of good at his job. I got to say JP is kind of cooking. You know what I mean, Mando, other question for you, because, you know, they pissed me off the most.
Log into Twitter and see all these bears back clothing saying should have sold in May and went away. Then I go in and check the Bitcoin monthly chart. It's green. Should we have sold in May and gone away? Well, until when? That's a genuine question, because selling may go away. Is is. It's the summer thing, right? It's for six months. Wow. It's a, it's a from May until I think it's November, maybe, yeah. I think it's is it? Those six months are the worst traditionally versus it's.
Not till Labor Day. Yeah. So like this was the highest month exclusive Bitcoin ever. I do think we could consolidate here for a little bit as I've said before. And I think that would be very normal. And if if if your if your bags are getting absolutely destroyed on a 1% move lower in Bitcoin, prepare for that. Yeah. I don't think I, I think just the way it's set up, I think we could have a little bit of consolidation there. I and I, I think ETH will outperform.
So those are my bets. OK, well I hope you're right because my pep in my mark that way are, you know, it's like that. I don't mind it my wrecked as well. I'm largely Bitcoin and ETH right now, let me put it that way. That's not a bad bet. Crypto conservative, we'll, we'll call it. Yeah, yeah. And. Then and then have some some E pizza trades obviously, but but those are my two biggest bags, which may be boring for some people but I think I'll do OK.
No, but that's, you know, that's the rich man's bag. I respect it. You know it's smart. I think E double, it's not. It's not necessarily a rich man. I actually don't know what double S with it though. That's the thing I really do with this sort of stuff. No, no, no. It's tricky. Our beloved M2 chart still says that we're going to all time highs like in the next couple weeks. Oh no, we got to pull up the M2 chart again. What's their name? What's their boy's?
Name encountered with Colin T crypto guys but then you've got all the selling men go away like whiz has been very bearish all the. Time. We've just been embarrassed for a long time though. I love Whiz, but he's been embarrassed for a minute. Yeah, he's been pretty defensively positioned on on the way up too. He kind of owns certain things like Bitcoin and Far Coin and. Well, he got back in far coin only. Well, smart like on this last step, right? Right.
No, no. But I think those have been his main ones. But no, it's been, I think more the. Best he only trades Bitcoin, Pepe and far coin. Yeah. So that's your M2 chart. Someone puts that six hours ago, Tyler. So I guess that's the latest one, yeah. I mean, it's still, it's been wildly in line. Yeah, it's scary how in line it is. Sometimes it's scary because it's a little too in line, you know what I mean? While someone put it on the Pepe chart.
Well, the meme coin is funny. There you go. That's. What I struggle with because I, I, I, I think Mando's position makes a ton of sense. Yep. In a world where Bitcoin does shoot to 120, I, I would think it would lead to a risk on season. But like, I don't know, it just doesn't feel that way. Like like this meme market is bad. Like the vibes are bad. The vibes are really bad. Have we Have we seen that has been Bitcoin has hit all time high before?
What else has hit all time high? Very little coins, only Solana and market cap in price back then the first run and then some memes like back then like that last Q4 like far coin and Pepe and some of those guys like the mogs of this world DSPX none of the alts at all time high. I believe I'm not mistaken. You had a small tower run like these little like certain alts, but you didn't really get a massive run to highs in on any of the old coins. Maybe Alvis having quite a
season this recently. Is there a strong result? That's it my. Point though, we're we're we're like conditioned to think that will happen, but but. Not all of them you'll. See a pump and you can see very aggressive pumps but like they'd often don't really hold for that long and they get shaken out with the first move right? This was a big old move. Like Pepe. One of the biggest coins in memes was at 1.6 and it it
dropped 40% in the space of two. That is an aggressive move lower and that and that was not just that, it was a bunch of others. So like I yeah, just be wary. Just be wary of like thinking that that will stop like even the majors going on necessarily is sustained bean coins as well. I think ETH beta is a really
tough one to play actually. Like I've been thinking more and more about it because a lot of the ETH beta actually like the ones that you want to own actually with the stuff that didn't have beaters to eat when it was doing badly. Do you know what I mean? Like we're doing well, whatever, because like people like them. So to to get like ETH beta you kind of want to own like L twos and like ETD file.
I think Ave. is probably the. Well, Ave. was the better bet recently, but until then the L twos have not been a good trade, right? But do you do you see what I'm seeing here? Like. Pivot to Brent. Pepe. Didn't Pepe? Didn't we have? Beta to eat at any time. No, I know what you mean. I know what you mean. Greg drinks is in our comments guys saying pivot to banquet Friday. Actually Friday you guys weren't on the show.
I I hosted with Kobe and Ovie likes to label it as the Lovely Summer of Risk. Oh God then. Then so Ovie and I talked about his thesis of the lovely summer of risk and you know, is the summer of love anyways, and he believes that there's going to be a raging Alcorn season. Like he puts it at 80% chance that there's going to be a season. He had me pretty bold up, I'm not going to lie, on Friday. He's good at that shit, but. He's good at that. We'll see.
So Ovi Ovi's got that, but he also acknowledges that the lot of odds would just not go anywhere, right? It's like specific ones, like we've seen some of the I coins, like the virtual ecosystems thriving guys. Like there's a runner in virtuals every day. And then there is like, oh, virtual sequels. To make money from that seems very difficult. Right. But like you got to be locked into the ecosystem, right? Like we have 1 friend. Yeah, we have one friend. That's all he trades, right?
Yeah, I don't know either, but I I'm not, but virtual itself is UN incredible anyways. All right, so that's that's good market roundup. Tyler, you were talking about your topics earlier, so we don't really need to go back to all the the recap, but what what else? What what what stuck out here? We could talk about loud for a minute if you want, if Mando's still on. I don't know, right? Yeah, there's a lot of angles that we can go. Yeah, talk to me about LOUD.
Like I I wasn't around like I, you know, I was moving around. I was travelling during the day of the priest of the the sale. Like run me through it. What happened this weekend with LOUD? Basically LOUD was announced. Ultra is the founder. It is basically an attention experiment where he announced that the top 25 people who were talking or yapping about a LOUD token are going to be able to split pro rata all of the feasts from the first trading.
So I think there's a 4% buy tax and a 4% sale tax on this token. 72% of that total pool is going to go to the top 25. Right now. That's about ten $10,000 to 20,000 for the folks on the top of the leaderboard. So that was the incentive. And then he ran a pre sale at a 155 KFTV. So pretty much a no brainer to try to participate in that pre sale. To qualify you had to be a top 1000 yapper about the loud token. So this led to a lot of people talking about it. I was able to get into this as
well. 1000 people got into the pre sale and then they ran another a Part 2 for people with 10 smart followers on Kaido. Pre sale sold out on Saturday pretty much on the gun. It had a few technical issues. Then the token went live Sunday night or Saturday night like at like midnight eastern snipers too high. It went to like 30 million immediately back down, got sold off to like 10.
It grinded up yesterday briefly. It hit like 15 to 17,000,000 range and then just started selling off and it's been pretty much down only. Yeah, is this the right chart? I got the chart from the website. Yeah, that's the right chart, Yeah. Damn, yesterday you guys I saw a tweet at 50 million, yes. Yeah. I mean it's down 50% since then. Yeah, I think, I think there's a couple reasons why. What was going on? One, the founder hasn't really
announced anything yet. This is the type of a project where I think there was the people who were bullish on it and there's a lot of people who are loudly bearish, and that's totally fine. That's fine, there's always
someone in the right. The bull case is that they would have some kind of an announcement twist like you get, if you're, if you're holding the loud token, you're going to get access to this or like here, like we're also going to give fees to token holders, like, you know, some kind of a flywheel, some kind of an incentive, right? Because it's a, it's a pretty open-ended experiment.
So far that hasn't happened. And then the Kaido founder, you who shared A blog post this morning, I think largely in defense of some of the criticism that's come out against Kaido and info fi from largely from this whole loud meta. And he's kind of defending his vision and the importance of attention. And he kind of, you can interpret it as throwing a little bit of a stray at at the Laudio team. He talks about how protocols can't control exactly how. It's true.
Their yappers get rewarded. You pick what you reward, right? And he says that Laudio chose spamming basically. Oh, he wrote this? Yeah, look, Laudio like he called it out. Yeah, for some, they decide their focus is on creating as much awareness as possible, as Laudio decided, meaning the algorithm they chose. I mean, it's called Laudio, so I guess they went with the name. Less focused on quality and insightfulness. So, I mean, he does have to fucking defend his $2 billion
token, so I get that. Exactly. So I think if you read this and interpreted it, it looks like he's distancing himself a little bit from this loud token, which people have thought like that they were kind of partners to a degree. The I mean it looks like it was powered by Kaido dude. Like I'm not saying they, but it was heavily branded as such, you know? And so people ran with that right? And the, the, the, the extreme bull cases. Now this is going to be the first in a wave of initial
attention offerings. And that's what we're called. And to get access to future initial attention offerings, you're going to have to hold the loud token. And they're going to be partnered with Kaido and Kaido's going to be the Launchpad. And people got over their skis a little bit. I mean, they're, they're maybe this is still all going to happen. I, I don't know. But it's it's a low it's.
Not great. A partnership with a formal partnership with Kaido in LOUD I think is very low likelihood and it was kind of always in the back of my head, like why would Kaido need a partner if they want? Kaido needs nothing. They could do it on their own.
They need nothing right now. That's kind of how this has been playing out and why we're saying some of the price action we are wild card is, is, is he going to come out, Is Ultra, the founder of LOUD going to come out and make a surprise announcement. So I think that's your wild card. Yeah, we always say that, right? Like I've heard that nothing ultra and it's loud. I'm just saying like we always hear that. It's like, yo, we're going to
wait for the surprise surprise. Surely they got to make an announcement with all this hype, right? I've, I've, I said that a lot. We'll see. I'm very indifferent about the whole thing. I also don't understand the other side of things. Like everyone's like hating on the Theta dude. Like if some people wanted to farm, make $3000. Like if $3000 is a lot of money to you, then don't fucking farm it. But $3000 is a lot, a lot of
money to someone, you know. So there's always going to be someone grinding through three grand, you know? Yeah, I feel like we're in a space for everyone. Like applauds people who like Angleshoot Farms and grind other protocol farms to to earn tokens. This was, I mean, it's low effort, which I think is the criticism. It's very low effort, but it's OK, right? Look, there's the high effort work and there's a low effort stuff.
I mean, Kobe did have a good criticism of the timeline now, but it's something I've been saying for a while and I think you guys talk about it on the show with me a lot. It's like, you know, a lot of info Five shit is a bunch of human slop, not even AI slop, and it's made creators very uncreative creator, non creative, right? It's like the other way around. But then if you're a good creator, just stand out, you know? Like some creators, you know, get to do cool shit like we're
doing. Some creators will last around two months and they'll do the rainfall fight, make money and sail into the sunset and just be irrelevant in three months and whatever. If you're so much better than them, then do better, you know? That's why I see them. The opportunity is to stand out as clear as to have more more thoughtful content, right? That's what I did. You know, that's why you're doing like you're you're content and you're every time I see her following, it's fucking tired
and the day before. So it's just, you know, that's. It what I will say, I think this did open up a bit of a conversation like was this a mistake by Kaido? So Laodio had 70% mindshare. What do you mean a mistake by Kaido? In what sense would that be a mistake by Kaido? So. Any any protocol who ran a paid campaign via Kaido. But they did. They run a campaign for Kaido. Let's put that aside for a second.
But like any other protocol, like Beat for instance, or I don't know, Infinex or Polka dot, their mindshare all got crushed. I saw that was like 70% loud right? As loud got total domination. So like, if you were a new protocol who launched your campaign with Kaido last week, you're probably like, shit, this was a bad like why am I paying for this? OK, it's removed now. Because they just partnered with a a meme coin that took 70% mindshare. Like I'm not getting the bang for my buck.
And granted it was a small blip on the radar and most likely the loud attention share is going to start grinding down pretty quickly. But I do wonder if there if there was any fallout, if he got any, if he got chirped by by any founders because of that. Well, where is that? Is it gone now? I never knew how to access it but it's definitely going to be gone from that because they're they're no longer pre TGE they're post tge it. Was gone. It was here, then it was in.
Yeah, pre TG arena. I see. Yeah, yeah, an insane 70% share, which. Damn. Probably. The highest we've seen in the Kaido era. Interesting. OK, interesting. Yeah. I mean, I guess it's fair game, right? They were loud and if you're running a campaign at the same time as them then kind of got wrecked there. I don't know, a lot of pushback. I'm just like general crypto Twitter.
It's all this human slob. It is man dude, with these price action and some of the stuff is really good just to you know, put your tweets out and fuck off. You know, so I do come on. She took my GMI tweet some thoughts. But you know, a little ruin chatter here and there, little ordinals chatter here. But how's the ruin doing, huh? Ruin June, right? Happy ruin. Happy ruin June. Tyler, it's ruin June. Through June 1st, shockingly off to a rocky start. Ruin June 1st ruin June 2nd
today it's ruin June 2nd. You know, it's summers are good to just, you know, take a step back, hold your coins and and you know, sail into the sunset and chill. OK Anything else of 7%. OK, we're still alive. 7% let's. I've got to get an extension for this office because I only have one plug and it's for my Rd. caster. Let me plug the the the wrecked. Announcement today, right? But tomorrow, When is it? Tomorrow, June 3rd, it is at 12:00 PM Eastern, so it's gonna be right after our show
tomorrow. The, the drink cases this time are going to mints as NFTS. They're going to be on abstract via open C, they're going to be priced at .29 ETH. And then if you do mint these, you're going to get open CXP abstract XP along with those rec drink points. So triple rewards To actually get your case of rec drinks you're going to have to burn the NFT, which is an interesting twist. The. First time we're we're they're going this route.
It is allow list only they've got all the full details. I think anyone who's bought drinks before, if you hold the rec guy, there's a few other qualifiers as well. You'll be on the allow list that is a 20 minute allow list and then it's. Going to it's going to sell out in 5 minutes. So imagine it'll be a a pretty quick, pretty quick campaign or a pretty quick sell out.
And then make sure to connect your ETH wallet, abstract wallet to that right rewards page to make sure you receive all the those rewards. After the last two sales, buyers were rewarded in Redcoin. So we will see if that trend does continue. Big launch, I know. I guess we still know the flavor. Any news? There, there. It's going to be a surprise flavor. I don't even know the flavor. On Shipwright. What do you think? I think it's just parking water.
I mean, what can it be? It's blue bottle. Apple was green. Lime is yellow. What's blue blueberry? I don't think it's going to be blueberry. So I do think it's going to, I think it's going to be like it's. Just a ranch water like a topo Chico. Oh wait, ABS is our breaking news. This is. What do you mean open C? What do you what do you what do you mean was breaking? The the the flavor is. Oh, it's public. OK. It's grapefruit and Raspberry. Yeah. What do you mean tabs?
It's green. It's blue. Raspberries. Red. Where is it? Oh, here. Oh, yeah. By the way, USA is going to destroy Europe. I would guess that yes. USA and oh, thank you for putting Canada with the USA. We appreciate that. All right, Yeah, I I missed this. OK. Oh, look at this look. Look Erect is single handedly saving the relationship between Canada and USA. Look at this, Look at this beautiful logo here. Yeah, love to see it. Shaking hands across borders.
We love this. Shaking hands, brother. All right, so it's OK. So it's blueberry. What is it? Where does it say? Oh, rasp. Yeah. Grapefruit. Raspberry. Interesting. I would not have. I wouldn't have guessed that with with 10 guesses. Well yeah, because it's a Blue Bottle 51st. They confirmed he has a fucking wild. That's so funny. So that's big. We'll we'll remind everyone tomorrow about that.
And the other NFT news we got a quickly touch on it was Moon Bird's acquisition, so. Let's get Spencer on. Spencer from Spencer Adventures. Now he runs Orange Cap games that that training card game. He has fired the Moon Bird's IP from Yuga Labs. This included Moon Birds, mythics and oddities. As he looks to expand his Orange Cap Games universe, they are headed to the other side. So he's he is maintaining that relationship with the the other
side metaverse. There is an interesting twist, 8 chain L2 exclusivity. So any future components of Moonbird's IP created by Spencer and team? If it's on an L2, it has to be on 8 chain. OK. So that was interesting. Yeah, shout to Spencer. He's a homie. Love Spencer. So you're getting him on Thursday maybe? I think you said something like that. Are you trying to get on the
show this week? But we're still on talks to try to get on. Well, Thursday, Friday, whatever, doesn't matter, Let's get him on. That'll be really cool at at this smart of I mean, at this stage they've sold everything off right. They only own now other side and bait right in apricorn. So they sold all the other collections, heavy metal on
birds punks. They still have the 440 lbs but they sold the IP so the only what they left with board of your club IP and and the apes collection the ape coin. It looks like they want to dissolve the Dow, at least Gordon. Yeah, that's going to be. Depressed. Well, I mean, they should have like this. We did that right. You know, we we were we had a similar set up. It was the rug Dow we noticed the year or something ago. It doesn't work. It doesn't work.
I'm surprised it took them this long to come to that conclusion. It does not work. But now with the onshoring of companies again, thanks to Donald Trump's America, literally it's thanks to that it's easier for people like us to build without having Dallas. Back then you had to. You know why Dow token came in like it's just let's be honest, This is why it. Was how to play the game.
Now you can play differently. And by the way, dude, it's not because they're stupid, it's because they were trying to be smart, because they were trying to protect their holders in their project. Because back then actually, they sorry, they did get a Wells notice from the SEC Yuga Labs, which you know, was removed, right? They they beat the case alongside all the other ones. So good news to see on that front.
OK, that's cool. That's pretty cool because that's it. I do do I have enough battery free so Sims oh, I have 4% let's do it tomorrow. I don't want to stress it. Also, we don't have a code today because Sims is still not back he's back in 7 minutes. So Sims is back starting tomorrow and we have Joe on. So we'll just pick two winners tomorrow. We'll just pick two winners tomorrow. 2 winners for Farcorn Friday. We'll just push it because guys
my my computer's about to die. They only have one plug in this office, dude, so I had to my microphone and my Rd. caster were more important. I'll make sure my computer's charged for tomorrow if I don't have a fucking thing. Now I know 24% is what I got for a show. There you go. 24% for the hour is is really good. Sorry. Y'all will do it tomorrow. All right. What was that, Tyler?
We'll see y'all tomorrow morning, 10 AM Eastern Standard Time for the episode of film while we're on rock radio. Let's go.