Yo-yo, what up? What up? Good morning. Good morning, GMG. Monday. Yeah, baby. January 6th, 2025 what's 5 is Gary Vee's thing? I don't know it's five. You know I don't know. I can't went full 4th and five whatever first Monday of 2025, the first Monday of the golden Bull run the first Monday of the AI should I say super cycle. I know you guys are going to like that 10 Tyler, by the way, we're fully I show now here just I I figured you'd know. Yeah, you you figure right.
You probably read the full hour chats over and over again. So we're we're we're fully pivoted to AI hour. You know, it's the only way for for AI is not to take over our jobs. You know, I saw you guys tweet quite a bit this week about that. So we may as well lapis AI's ourselves that way.
You know, we can't be replaced. First Monday of first Monday, 1st Monday of 2025. I hope every single person here is locked the fuck in because let me tell you something, it's going to be the ride of your life. I got my coast and I was Mandel. Tyler. Mr. Fartlode is Fartlord is back on the show. Tyler Mando, good morning. How you guys doing today? I'm doing fantastic, I'm doing fantastic.
Another week weekend where everyone faded AI again and it's back to Monday and then everything's ripped again. I don't think anyone's fading anymore. The weekend it felt like, oh, maybe this is all over again. Yeah, Yeah, you're right. Well, I mean, there's always going to be those guys like we talked about last week, right, Mando? Like every dip, there's always going to be the guys coming out saying it's dad Tyler.
My comments are like half of them are just like people being like, no, this is, this is rogue like really intellectually dishonest. Yeah, sure. You know what it is? People are not happy about it. Interesting. OK, I didn't know. That if I even disagree with them. I'm just saying you can make a lot of money out of it. No, I agree. Well, we'll talk about that.
I had to take about that too. And I think you we probably share similar takes of like, just buy everything that says the future of stop looking into it, you know? Oh, the future. The future App Store. I'm in. Yeah. Oh, this is the future of France. I'm in. Anyways. Tyler, Tyler. Mr. Wonderful, Mr. Disney World. Lord, we needed you back in the trenches. And here you are. Tyler, how are you doing today? How was your vacation? I'm finally back.
Disney World was great. I think my biggest take away is it's more fun for adults than I thought it would be. It's like the kids had fun. We had the premier passes. We rode every ride at all four parks so it was an absolute blast. It it feels like I've been gone forever so batteries are fully recharged. Very excited to be back at the desk and we are ripping here this morning and ready to bash some bears. Oh my God, we definitely are ready to bash some.
I mean, look at the price of everything. We let's let's just get right into. I want to see some retweets, fam. By the way, Sims is back, Tyler's back from tomorrow on the robots loop box bins are fully back to normal with the with the usual giveaways and almost forgot. Hold on. I'm so excited to talk about the market. I only forgot our wonderful
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drained. Fair side is about to launch a fair alternative to insurance for crypto scams. Check out fair side network on X. If you get drained, you won't get ready. Mando, we need you ASAP. GM everyone. So macro, let's start there. We had a bit of a stronger day on on stocks on Friday. Things move slightly higher. The the dollar still remains very, very strong. And we've got two key bits of data this week. We've got the jobs data on Friday and we've got, we've got
fed minutes. So they'll be from a macro standpoint, that's what people will be looking at kind of we're going sideways a little bit on majors. Obviously in the last two hours, bitcoins gone up to over 101K. Solana has been broadly outperforming it. It kind of went sideways a little bit over the weekend, but but, but continues to be very, very strong today. Obviously it's had a very, very strong period with memes and then now it's going to be now it's going to be strong with
this AI narrative. But I mean, we'll be some volatility this week on some of that macro stuff, but it's good to see Bitcoin going higher again. Looks like Sailor bought some more today. Interestingly, he's buying less and less. So something to pay attention to like as as the micro strategy stock falls relative to where Bitcoin is. He's he's he's borrowing less to buy so yeah, micro strategy only
bought 100 million today. Remember a few weeks ago they were buying billions of dollars worth, which you've definitely seen a change there. You did see Metaplanet which is the the Japanese version of of Sailor said they were going to try and buy 10,000 Bitcoin or get their holdings to 10,000 Bitcoin in 2025, which would be a five to six XI think they're they're holdings so. That's nice. Yeah, pretty good in terms of D Gen. stuff.
Look, 70% mindshare for AI. Now don't want to say this, this show was calling it early, but we were we were very, very early to this one. It is now completely dominating where people are doing their left curve stuff and it's broad based as well. You can see it with the people
who are buying it, right? You have you have Eric dot ETH posting around about an AI coin or like the ETH Maxis and you have D Jens posting about it. Guys that you used to see in the Bitcoin community or in the in the in the Solana community. Obviously that's fully posted on NFTS, memes, everything. Like I see people who are involved in every bit of crypto posting about this right now. It's becoming when bank lists are doing a show about this, you know it's gone it it's gone
broader, right? Bagless never did a meme show, right? They never did a show around NFT or they did that show, didn't they? With Carly? What? What was her name again? Brad Sippings. Yeah. Where's? She now dude. That's a good question. You know what this is 1 show in crypto that I actually what? Did she not make it through the through the bear? She laughed. She laughed. Crypto. What? Didn't make it through the bear. Remember the Gaming show? By the way, Obie the Nintendo thing.
Keep. Going. So they did do an underpriced Apex, but then that guy like spun out, didn't it? Right? I remember. I really like Carly Riley. What the fuck? Yeah, Carly P Riley, I'm I'm fortunate she didn't make it, but. Lee walks so Tyler could could run. Exactly, exactly. So it tells you that this is this is dominating the people that are looking at B5, the people that are looking at memes, people are looking at just Bitcoin, just ETH, everyone's getting involved.
The fact that it's also on base, I think has allowed the ETH community to feel far more involved, which I think is quite a good thing. Like a lot more ETH Maxis are taking part in this as a meta than I've seen with memes. You know, they would buy morgue or they'd buy Pepe, but now they're all like, right, we want to buy Fraser, we want to buy they know they can pump some of this stuff basically, which is basically why they're getting involved. Like they're not my favorite people.
I would say some of the ETH Maxis they've, they've become quite intellectually superior as a group. When you say Eric Connor, like Eric Dartieth, is tweeting about this, I don't know if I'm taking this as a positive signal, negative signal. I'm just telling you that that crew of haters of the last two years of what's been going on are now fully involved in this. And I think that tells you kind
of everything you need to know. It's like this is now they found out that they can pump stuff on bass, so it's fantastic for them and bass is leading a lot of this virtuals. I love it. It's something to be said actually. Like although I see a lot of SAP happening on, on Solana, it's very, very clear that the winners on base are just so much stronger. Like narratives, which don't even have that much mindshare. Like Phrase Fraser that we put in the chat like what, 2 days
ago can go to 600 million. There's just so much more money on ETH, way more money on ETH per unit of mindshare. That's that's kind of what I would say. Is there? A or maybe AIXPT proves that proves that stop the case, but like virtuals just never goes down that much like I mean because you can't. Sell anything right, Tyler? Yeah. But like some part of me thinks that although I see more stuff happening on Solana, like more projects I've seen. A lot. The IT just it it Solana has
also has a lot of jeats. That's basically what I think. I think like, in some ways I kind of feel like it's maybe just easier to own stuff on base a bit more. I don't know you're. Not stopping me. Like look at the volumes on D5 llama, they're the same, yet the theorem is A7X, the TVL of Solano. So definitely these ETH Maxis can pump this stuff, man. That's completely they are a rich, rich group of holders. I mean that was my ETH. Mean ETH NFT is like nothing
else right? Like. Yeah, so I actually looked into this because I've seen so much of this, like bass is dominating. Yeah, same AI narrative and I just. I didn't think that was true. I. Didn't think it was true. I mapped out all of the the top coins over 100 million in market cap this morning and Bass has let's see, Bass has nine and Solana has 12 Virtual's by far the biggest, but they've only got so they they've got virtual at 4 billion, FAI at 620 million, AIXPT at 5:37.
So they've got 3 / 500,500,000,000 souls got AI16Z far coin goat zero bro over 500 million. Then Griffane and swarms over 400 million and then act ark over 300 million. Then you don't have any other coins over 300 million on base. Then you have to go down to lay and REI and you get into the the mid one hundreds and I don't know the exciting new launches are coming on Solana like we saw that with we saw that yesterday. They are.
Paper GMZ. There's more competition though, so I feel like part of your point is it is easier perhaps for the winners on base to go higher. Yeah, I think, I think, I think we're saying the same thing. Yeah. It's like you buy your runners on on Solana, but then it, there's a bunch in that like 200 to 500 or 600 range and it feels very PvP already, right?
Like it feels very much like there's going to be a Graphene competitor which comes out on, on one of these and, and it's kind of PvP and, or there's, I don't know, it's starting to worry me a little. Bit yeah, I get it. I mean, it's heavily I, I I'd see, I, I, I get the narrative people are pumping on base like it's, but I find it very underwhelming, honestly. Like the only narrative base hassle for Salon is, oh, there's less people selling, but that's
just a narrative right for now. But yeah, I know what you mean. Like you're right, Like Ethereum has more money. It's I don't think we can I don't think we can argue that theorem does have much more money than than Solana for now. So so we'll see. Was there any news this morning Was just just like everybody back at work, Mando and markets are ripping like first Monday of the year 'cause we got. Crypto specific, but remember Trump's inauguration is in. Two weeks. Yeah, less now.
Yeah. So and I think people we'll, we'll probably, we'll probably see more and more expectation going into that maybe some more headlines about something might happen. Talk about these setups dude. You got some nice trades right there. Damn, theorem's looking good. 3700 here, Solana, I mean was outperforming for a bit and now just like fully going to 21 here. So this is amazing and then Bitcoin just ripping congratulations guys happy 100K
day to those celebrate again. You know we get to celebrate Bitcoin 100K this time. Hopefully we'll see we'll see new highs on our other coins then top gainers, top losers. Let's see what we got then I'll go to Tyler's top 15000 today, so let's see what we got. Wow AI 60 top gainer with FPX dude, Murad, Murad bro, Murad, it's it's Murad's world. We're just living in it. So let's see if everything's up. Everything's up well. Let's talk about that and then
sandbox up 11%. Everyone's switching to AI man. You know that if you're in crypto pivot to AI thing, it's actually not wrong, but it's if you're in crypto pivot to crypto AI like it's just it's just similar, right, but same same but different. Anyways, Tyler, Mr. Tyler. All right, let's where's this Jingle? I've even forgot where it is. Oh, there it is. Tyler. Let's see what you got for us today. Our top story now Bitcoin back over 100K is crypto majors are very green.
To start the week, we had injective sand, AIOZ leading all surrender, XTC and File Coin also up 8 to 9 percent. Those Bitcoin ETS, they sold $900 million in inflows on Friday. That's the largest they've seen in weeks. Perhaps today will be even larger. Solana became quantum resistant, meaning it found a way to protect user funds against future quantum attacks. I believe the first chain to
have unlocked that. Then in the political news, some calls for congressional probe into the FDIC related to Operation Choke Point after a recent unsealing of some of the letters they sent to banks and discouraging them against using public block chains in token AirDrop and protocol news. Myriad baby setting new all time highs in predictions over the weekend over 10,000 per day and things you love to see.
Jesse Pollock Tees bringing Coinbase stock to the base chain, though he acknowledged it will be a long process to do that as they bring stocks on chain. Then Yuga Labs announced they're going to use their 6.9 million ape coin to start voting in the future. Dow cycles in AI and crypto folks. Overall market cap soaring this morning it's up to about 17.4 billion. Most of the leaders now in green. The weekly numbers AI 16 Z up over 50% of the week, Fartcoin up 53%, FAI up 150%, Griffin up
85%. Massive weeks up top. We had sitcom Nero, Boss Pippin, Nikita leading top movers on the day, several other mid tier tokens up 30 to 40%. And then this new AI meme Penaeus penis Pene AIS jumps 200% to 4 million. So they're having some fun in the AI streets as well. Overall AI mindshare over 70%. Mando mentioned AI XPT, Fart coin Virtual are leading that mindshare. A few individual stories here.
Danielle CS Cestas a non token source 700% from January 1st to today now at 155,000,000 run over on Sonic Hyper 5 debuted it's Hyper token It is already at $280 million less than one day old as they build out a new immersive web experience for agents, apps, digital worlds and users is AI Roblox new token G&Z gains soared to 50 million in its debut tied to the pulse company wearables and swarm of AI agents meant to 10 extra fitness, productivity and career.
This hero terminals H term token ran to 30 million in its debut promising multi chain agent trading functionality across Solana and base. So some big new launches just in the past day on a Sunday and memes and NFTS Meme coin majors are also green this morning, folks, Doe Shiba up 1%. Pingu, arguably the top story, though past 600,000 holders entered the top 50. That market cap creeping up to 3
billion. We saw baby sharks Web 3R launch a baby shark meme that soared to 200 million this weekend. SPX, as you just called out, it's up to 1.43 billion. Leading the top meme movers in Murat is so back. We saw this new Solana meme MLG jump 230% to 40 1,000,000. The butthole meme jumps 55% to $100 million. What is happening over on on base, this Kikius meme tied to Elon's change soared 135% to 580 million and Dick butt up 240% to 24,000,000. So just massive, massive gains
in the in the meme coin sector. And then in NFTS, the story is AINFTS are leading the way. So on chain, Gaius jumps 70% to 1.33 that the five FAINFT 2049 reflections is up 50% to .75 virtual waifus, their mascot up five 100% to .2 ETH on base and then AI16Z partners up 50% to 6 soul as well. So a lot, a lot to unpack and a lot of AI action. Oh my God. Dude this is wow you really missed it. Holy shit did you see the open AI thing though yesterday? And the open AI thing?
So I saw Watch a Guru deleted their tweet which threw me off a little bit. So Sam Altman came out and said AGI this year, AI super intelligent soon. And he deleted it. He deleted it. Maybe. Yeah, so I saw that as well, but then I saw he deleted it. Interesting, I mean I think the scariest tweets was this one. I always wanted to write a secret story. Here it is near the singularity on clear which side. So we may all be dying this year
and sucked into a black hole. Have y'all seen Interstellar? I think you guys should watch it. It's back on Netflix by the way. Chat on Netflix though. That's not a paid ad. It's he deleted it. Mando it was look 12 hours ago. He tweeted about this 13 hours ago. Reflections and then January 4th, the Singularity tweet and I. People get very bullish on on some of this stuff, man. Like this is the thing about slightly different, I think than
when NFTS became big. Like there was that push from meta obviously for like the metaverse, that sort of stuff. But it was widely like it was widely rejected. I felt like by mainstream, right? A lot of people in mainstream were like, we don't want to do that. We don't want to live in the metaverse this time. It doesn't feel like that. It feels like it feels like macro and is really pushing this narrative very, very strong. So it's weird.
I remember about like six months ago, it would be like some of these AI coins would pump with with like open AI results and it was all a bit like ridiculous. But now it feels like they're very aligned because they're all going for this, these agents too. They're all trying to release their own agent models team. Grog team Elon Team Grogg open as sinking shit. Yeah, E Brink. That's right. Anyways, it was in the reflections. Nothing was deleted.
He just puts the directions and it's in the link saying that he gets closer to AGI and that we're getting very close to that. Anyways, Tyler, I mean, where do you even want to start, dude? There's a lot, I mean we could dive a little bit deeper into some of the new AI launches from from yesterday. I think that's or I mean go go to the hyper token HYPER. Did we get an AirDrop? Is that what you guys were talking about this morning? That's unclear. I thought I did but I didn't.
Someone told me that if you had 100,000 AI 16 Z tokens you got to claim some hyper, but I haven't ever verified that. What I have been able to verify is that this thing is at $275,000,000 and it came out at like 6:00 last night. And I think it just kind of had like this this perfect confluence of it's everyone's been looking for this metaverse AI play and here comes they're saying they're the roadblocks for AI agents, open source metaverse.
They're using. Eliza Shaw endorsed them, but also said like, hey, it's not our project, but we are going to work with them. And they're talking about dropping apps, which, you know, we've been chatting a little bit about apps perhaps being the next sub narrative in the AI sector. The the dev behind this folks have been saying is crack's been working on this for for quite some time. And. The the LA Cabal man they were on this one early.
Got to give him credit. I think Frank got close to a percent of this thing last night. We were tracking some of his buys so so Frank's doing quite well. When did the hyperfight launch? ABM got it too like the the the guy. Right. Sorry. I think it gave him going like 90 but didn't it launch at 100 or something? It went to 100 very fast, OK, then it pulled back to 60. You had you had maybe a 5 minute window to buy it there and then. He got it.
He was taking my last night. I was writing bad and he was like, yeah, you guys, this may go, but I'm already up 100%. I was like fuck, and here we are. So what's the story between this? So I love this. This is literally I love this. I love this AI metaverse This. Is folks have been, folks have also said that that when the AI metaverse goes to billions, that's going to be when the top is. Yeah, we're clearly not there yet. You know what? Yeah. I mean, I what do you guys think of this?
I mean, I've been looking at stuff like this for, I'm looking for this sort of trend for, for epic, right? Like the idea of integrating like an authentic character. I know Sobey's been talking about this. I know every single one of the gaming companies, by the way, is talking about this like, right, we're going to we're going to introduce AI agents in games like better MPCS essentially
that that can do a lot more. So these guys may be it, but I'm telling you that every single gaming company in Web 3 is locking it. You've even seen, you know, like you've even seen from from Prime, right? They kind of went down that route with their Wayfinder, right? I mean, that's a bit more stand alone, but a lot of others are going to going to be expanding into this. Yeah, agree. They're not, they're not the only one. I think that we saw one before this who had the metaverse plan.
It was Realis. Realis ran to about a 50 million at peak and since kind of lost some favor, it was down below 20 million. It's actually kind of running again today in Hyperfise Wake. Whoever is able to pull this off and get adoption, I think is we're going to see them do pretty well, right. I mean Sandbox we just looked at Sandbox is still 2 billion. What does? Sandbox do 8 billion, 8 billion at peak I believe. So what's this? What? How come sandbox is like rage pumping?
It's not the first time I see it in the top movers recently. My my read was is just right in the metaverse narrative and and Wave. I don't know if they had any announcements. I didn't. I didn't see any. I didn't see any announcements, but I'm telling you it'll be around this. But there's no doubt in my mind it'll be around this. All right, so high profile, let's talk about this, right, Because that's the talk of talent. Like, do we think like what? What's, what's the play here?
I don't know it kind of feels like like we said yesterday with the gains thing as well, feels like you know your you know your audience here like AI agent gaming a a agent health and fitness app AI agent vaping will be coming soon. A a agent gambling like you know, we're going to we're going to hit all the the major DJ narratives here. I love. That. It feels like it just right time, right place. I don't know why it would be worth 200.
I guess the AI, the AI16Z partnership is quite a big one. You know you're going to see a lot of these projects. So Salon did the hackathon and there's there are a ton of different winners. And. I think that's going to be a list and then you're going to see all the different people that partner with a bigger most likely with AI16Z given it's open source and and like has been plug insurance, but that's going to be a big thing. Interesting. All right, so there's that
there's pay attention. I mean, there's a play going on every day, right Tyler right now, like it's pretty wild. Like there's a lot of these coins going like you, you mentioned another one you mentioned each term. What's that? H term was another top mover on Solana. I didn't just quickly just to
pull back. So like if you pulled the decks like these new tokens are doing $90,000,000 in their, in their first day and like it's just showing the demand and hunger for new, for the new hot thing, right. And I think it's still a little to be seen what this means for some of the more established players.
I mean, if they are going to take a, a hit or not, but but yeah, they're, they're up at 86. As I understand it, they, their terminal enables agents to do trains, trades, cross chain base and Solana. I think so far we've seen mostly singular chain trading. I, I don't know that it's super novel or unique. There's a lot of like. Tech that already existed that's being repackaged as AI agents, right? Launching.
You go into Hiero terminal on on it's, I think it's trying to be a bit of AIXBT as well going to be posting alpha and then it's going to be doing trades. So but yeah, there's a lot of these, right Griffin? Griffin went above 500 because it announced like a interface for trades on chain, like text to trade sort of stuff. If you saw that. Nope. Interesting. OK, OK. Well, look, as long as our bags keep going up, I guess we're good. And I think that the games launch was an interesting one
too. And I think that perhaps is an example of one of the new kind of subclasses of AI products we're going to see where it's more of a a product or an app. So what what they're doing is it's tied to the Pulse company, which has a wearables device and they're promising a swarm of AI agents to provide custom fitness tips beyond fitness, productivity and other things as well. Based on your feedback. I think there's criticism in the replies of their announcement like, hey, we have other apps
that do this. I think where that what actually specifically gets very interesting is if they actually can get the the bio data from the wearable device and then you get custom advice from an AI agent based on that. I haven't personally seen that out there. I'm not super deep in the wearable space. I've been a whoop user semi deep into fitness in wearables. Maybe that exists. I haven't seen it.
I think it's pretty interesting. And then it's another one that's also like a narrative trade, right? So like this, the pitch is easy that the team has won multiple hackathons. They've raised, they've raised money to build the product. They they, they sold out their wearable band yesterday. So there is real world demand for the products. Maybe it's just CT digits buying it right as a part of all this, but it's another one where it's a nice combination. I mean, it's the narrative play
right now, right? Like you're just like, if we're going to play like if we're going to play NFTS 2 point O here, may as well like just play it like or Icos. It's like a cross of ICO and NFTS, right? It's like the narrative of the NFTS, the future of X with a coin attached to it that goes into public sale to the public and we just ape it and goes higher. Like like I in last last cycle, I believed in all of it. Cold cat's going to change the face of gaming.
As soon as you knew Tamagotchi totally fell for it. We weren't just like talking about all day. We actually fell for these. Yeah, the the main difference actually the main difference which I which I really like is the fact that the main difference between IC OS and FTS is there's no pre sale here. Right. I like the fight. There's no pre sale man though. I like that a lot. So it's kind of like you, you're early, you're early, you're not like you missed out.
That was one of the main issues with a lot of these. It was like right X raised 150 million to build this. Like he owes $4 billion and nothing fucking happened. And same with NFTS, right Mention all those NFT mints that everyone just like put in and it feels much different here in that for once we've got the launch data right Yeah, it went to 50 went to 250 million a day, but some people did buy it. You know, some people did manage to get in early enough.
So that's been one benefit here as I see less you still get scamming, but there's less there's less pre sale funds like we're you better not rug us sort of stuff from.
An investment standpoint I'm just going to approach it the same way I'm approaching I I wish I approached NFTS like oh this they claim that they're going to change the ordering thing like I'm not going to buy AI version of this like my ordering is like the data I get is very good it does and like it's going to go it's like the gaming thing right like, but why does he need a token but the questions are asking that as a second should start buying the token because that's why we're
buying tokens because price goes up right and so. I thought that at the start and I really that's why I thought the memes would be the strongest, but now it just feels like people want this. People want this more than I've seen before, like they're they're willing to believe that this is the shot. Oh look at that, Virtuals calls them the IAO initial agent offering. So it is kind of like an ICO. But there's funds up front or
generally there isn't. Normally these are launched on pump or they're launched on. I want an AI version of myself. A smarter, very impossible to make. Go on Fred, give yourself some kudos here for me. I'm curious, so I'm I'm missing the shows last week. Did you guys talk about some of the emerging narratives like pricing, some of the agent platforms we. Talked about a lot last week, but tell us you weren't there. I want to know Tyler on vacation at Disney.
What was he thinking about? You Tell us like, how are you approaching this? Well, so the the narrative was clearly coming out a couple of weeks ago and now I don't know if it's already like kind of started passing us by. It was these L1 these these agent platforms being priced as L ones the ones that you can launch agents on that have their native token. The native token is tied in
virtuals led the way. Now AI16Z looks to be they haven't published their update, but they are they they've given some teasers if they're going to do something similar with their token Zero bro fully pivoted to this arc. Is this with rust now? I think bully is is actually trying to do something similar for its own style of, of AI agents. I thought that was going to be the the the hot trade and narrative.
I don't think that's going away. I think a lot of the probably the winners are coming from there. But it also feels like we're we're quickly moving beyond that. So you've got the L1 agent platforms, you've got your pure memes for coin goat. You've got your pure agents, AXPTNFTXPT, Poly now, perhaps the hero maybe is in there and then now like a new wave of apps producing games and experiences, that's where Frasa FAI kind of fits in. Perhaps G&Z games fits into that
bucket. And now Metaverse with Hyper in real. So I'm already seeing like 5 sub sectors of this. The app stuff is the stuff I think is about to go big. That's the stuff you can tell. Like we, we, we did the memes, we did the, the interface stuff. We've now done the marketplaces and now it's going to be right. Let's actually apply it in some way and see where we can, where we can get. That will often involve an integration with one of the other players, which is why you
saw them. Oh, we're going to integrate with AI16Z. Like for the application layer of all this, like you're going to have to choose how to like basically run your agent. And you might also see it go the other way. So you might see one of these other projects, which is it's kind of what zero bro did at the same time, like right, we've got this concept and we're going to
put it into culture. You might see applications kind of come out of these like AICCC may launch a gaming arm, you know, or virtuals may do the same with, I don't know, gambling. Like I saw him on the on the on It's the is that. Coded. I saw an interview with the dragonfly team the other day and he was talking by spots the the the founder of. He was like for porn, for gambling, for he was like this guy. Well, you can do a lot with agents like we're there's going to be like for us.
Like, for example, I can tell you right away that like there's, there's already been a bunch of AI agents being developed, like to, to trade predictions, right? So it actually makes sense, like prediction markets, like AI agents within prediction market. Actually Hoseb in that tweet also talked about that Mando, I think the same tweet you're talking about prediction markets cuz you know they led Poly,
right? So they talk a lot about Polymarket on there and how a agents are gonna you're gonna be trading against just probably a bunch of AI agents at some point when it comes to. Stuff. Yeah, yeah. I'm playing marketing on chain predictions and stuff like that. I think it's gonna be heavily dominated by AI. You know, ironically, Tyler, I still always pull up your eye watch list from like day one. I don't know if you have a new one.
I. Try to keep maintaining it, it's just so hard because dex limits you to 100. Though, Because like if you go back to the show from like months ago, when I used to even make fun of you guys for this before, like, you know, realize like, listen, I'm not going to fade like the narrative of the seer, which is stupid. These were like, wait, like it's we've been calling these things for like, yeah, most of you guys, but we as a show, like
it's been a while. This is insane to see now like so many of them above half a billion guys. Yeah, I pulled the numbers from one month ago for the newsletter this morning, so I can rattle a few off. So Virtual was at 1.78 billion a month ago. AI16Z was 500 million. Farkorn was 200 million. Raisa FAI was 34 million a month ago. AIXPT was right around 200. Wow. Zero Bro was 325. Griffane. Griffane was 15. Whatever it is. Griffane was the crazy 1 and I think that one of Farkorn has
been. It looks amazing, by the way. This chart is incredible. Like this is just wild. I don't think like we're at 17 now and maybe it's time to it feels like it's slowing down a bit of like the top token taking a while, but it it it feels like this could double tomorrow. In my opinion. It's like. Didn't NFTS go to one trillion last cycle? Did you see that? Zeros. Add some zeros to. That OK. But seriously though, like real question though, like what did
NFTS actually top at? Because it's tough, Mendo, to put a number on that because there was so many chains between even the VVS of this world and everything. There anything valuable in VV ever? No, but like between top shots and nifty gateway and. The value was one of one art in that in that peak period because that wasn't really being valued. You talk about collections, they did value at multi multi chain and that was it was around 30 to
50 billion. But you could argue that like the one of one art bit was maybe a few more billion on top of that. Like who knows? It's I'm seeing 783 billion according to Grok. They're they're sourcing practice. They got tweets. That is just no way it goes to that. We have to get the definitive answer for this. We've got stats in the audience we need to get down. Like what are the stats here? What? What's the PFP? What's the PFP? Making those tweets, What's it
talking about here? Nick Tameno The total market cap of entire NFT asset class in is 5 billion. Down 90%. 90% right. 50 billion, there is so much crap. This is the reason about taking, taking some of your stuff from Grok, because they've clearly just taken these, these crazy tweets use open AI use. There was data on this, like this wasn't something that people weren't tracking by the NFTS like NFT Go, for example, had that for example. NFT Go's still going, right? Yeah.
Interesting. 22 I mean, just yesterday, new launches from yesterday added $350 million. Yeah, right. 18. Sorry, I know. I don't even know if cookie has those on their list yet. I actually I didn't see hyper on there. I. Don't even. Think so, dude. So if if that if this pace continues and you have a just a handful of days per week like yesterday, like you're adding a
billion per week. You guys don't know what I'm cooking on without even knowing I was cooking on my on chain Dias. I bought these joints. I I checked the chain over nine months ago and everything tanked so. What? What were they? So it was this Sydney's right screen times. He's big on base and he was, you know, when I was all. Screen times, yeah. So that I guess my forecaster time paid off. I, I says I've made enough money to pay off for all the hours of
spend forecasters. I'm pretty happy. But but basically he launched an AI agent. He was talking about AI agents like a year ago and people thought he was like kind of stupid, but he was actually talking about this like before everybody. Actually I think, I don't think I've heard anyone talk about Unchained agents before him in crypto. I was talking about agents years ago. And. Fat dude. Fat, fat, fat. Yeah. Oh right, right, fat and stuff like that.
By the way, we should talk about this, what happened to the towers and stuff for this world. They don't count in the AI conference room. But let's go back to that in a second. But basically he launched his onching guys, which was meant to be like, I don't know PFPS of AI don't even know what it is. I just own them. I just bought 3 back then and now there was 1.3 each each and I got the Henlow AirDrop. Not AirDrop.
It was a claim thankfully. Shout out to DS for reminding me during the bear market or whatever. It's a 50 mil. And what is handler? So it's actually a little go Kart game on Telegram. OK. So it's like tied to this like Telegram app game, I guess. I don't know, dude. I don't know. I don't know, you know, I have no idea, but it's really. I I see it in the AI sector, but I don't actually know really what it is. And everyone's like, I just got a 500 million.
I'm like, yeah. It is because hamster cart racing on Telegram backed by bass. That's why. OK, now, yeah, I don't know, guys. I, I swear to God, I don't know. I'm just saying I woke up this weekend and was worth like $30,000 and I you're. Laughing, telling me it's some great AI play. I don't know. I don't know what it is. I don't know. I swear to God like. Well, you don't know. You keep saying you don't know, but they don't say like you're
from amazing AI investor. You have no fucking clue what you even have. Amazing. I I don't know, I just know he was the first person to talk about on my timeline, so I bought it. And then perhaps. Anyone knows what half of these coins do? Interesting one this this means I think someone overlooks the the. I think it's a few folks like Darren are bringing it back. It's prime like the the wave Finder demos, I think it was pretty good prompt tokens coming in Q1.
It's it's actually up to that. It's up about 7% here. Wow. But it's good. So how does it work? How do you get prompts? You just own it Own prime or you have to, you have to like, what do you have to do with it? Because I understand that 40% of prompt is going to prime stakers now. I don't know if there's different amounts for how long you stake. I think it is, yeah.
I would imagine probably someone who's sticking for three years should get a higher percentage than someone who's sticking for a few weeks. As I understand, the parallel avatar NFTS will have some kind of either bonus or will be able to earn them via a gameplay. I don't think they get a static allotment because I actually, I entered a position in Prime this week and I was actually debating buying Prime versus buying the parallel avatars. DS, I was chatting with him like
DS went the avatar route. I just went the token route.
But as this gets closer, I mean, the, the folks who are close who've been following this for a while think this is like a potential 5 to $10 billion play if, if they can pull off what the vision is. And in the the frothiness of I mean, and what we're already seeing in this market, that seems like something that could be done like one of the teams who've been here and doing this for several years with established community base, that seems possible.
So I don't know. It feels like we're probably going to see a prime run into whenever more details are announced around when that prompts TGE is coming. I think the potential risk here, of course, 1 is, is the product doesn't work, it's not good or it's like already been replaced or duplicated by existing AI agents we have out there. And then like the two token thing is still throwing me off a little bit. So like what happens to Prime
when prompt comes out? So we might have to talk to someone who's a little bit more of an expert in this. It's come on the show. They're big enough, right? Yeah, I think it is quite a separate thing. Yeah, but. Q1 for Logan. They need to get that out quick though, in my opinion. Like, do you know what I mean? Like there's so many other things that could be out by the time that comes out. Interesting. Apparently it was written on my community and it's coming out Q1.
So that's what Logan's reporting on on Twitter. Yeah, biggest risk is actually them shipping the product, but that's the biggest risk for every single team in crypto. And you'll realize that 99% of them don't actually have a product. But it is a risk. I mean, another risk is that there's another product out there that's similar, but. Right.
I'm wondering what happens to all the people that have been developing these AI products actually for a long time now, like actual AI researchers and AI people, not crypto people reskinning as AI and when if they end up coming to the industry with better products. But do we care about that for the price of our coins? The answer is probably no. No, I, I think you have to, I think if you've been billing it for a long time, you have to come out with a good.
I think there's, there's more of an expectation. I think for a, a working product. I don't think you can say you've been working out for years and then come out with a road map. Yeah. But I think you're also excited seeing tokens like games open at 50 million in a day, Hyper opening at 250 million. I think that probably excites. You big fan, big fan it the money flows back and again, like this is all this conversation we're having again in the Commission cabin of why I'm so
bullish on far coin. I I just can't not be bullish on that because it's so much like by the like, even the jokes we're making about, oh, it's the future of this future that's like this is far coin. It's like just dumb just I feel like it's just every problem I feel like just holding into my position there is I'm going to out trade myself if I were to flip flop. Weirdly I find that fart coin doesn't really rally when any of the other coins are rallied.
It normally rallies when all the other coins of like go inside and then it just goes up like 50% and you're like, oh, OK. Does its own thing, you know, I mean, like, look like it went to 1.6 that they're on its own, right, Amanda? Like you're saying, it's been kind of like chilling in the 1:30 spot and then it'll run to 3 billion, a little chill again. This, this is kind of what my issue is, is that I'm just I've
given up with the one play. I just have so many different bags now and it's actually working out how. Do you? I'm so proud of you for finally letting go and not becoming a community member the rest of 2025. I'm very. Happy I don't know my goat it's just my other plays of I know.
But yes, I agree that now I'm just going to I'm not just going to buy memes like before I would have just been like just GOAT and Falkland. Now it feels like people people are just going to keep on running like AIC seems feels like you can go to very high now. It might be. So Red Beer is calling $2 trillion parallel here on the show since we're going to $100 trillion quickly. I do want to bring something up, Tyler, because you mentioned it. We got to give credit.
What credit to do Pengu? I mean, this thing only, I mean, we got to talk about you. We cannot be a morning show right now and not discuss this. Yeah. It's three big things happened. So they crossed 600,000 holders. Price is effectively at all time high. I I throw out the 1st 2 hours of price action that's like post air drop like it's it's pretty messy. Doesn't even matter. It's it's effectively at all time high and then it entered the top 50 of all crypto tokens.
Yeah, this morning. So I think that's a nice little bucket to be in. It flipped bonk over the weekend. So it's the number one Solana meme. Pokémon headlines is people same as it could be a Pokémon collab coming. I think I saw that too. I didn't know if there was much substance behind that. There is no OK. People say yeah, Pokémon just having Pokémon pengu. OK, I don't want like. Lots and lots of speculation. Swirling I. This is not just him though.
This is like a lot of different people. I mean, it doesn't help that the guy saying this has an abstract and it does sound real badge. OK, so he had a badge on. I was like, fuck Lucas, I'm going to like that one. I don't know. I mean, I guess that the like pudgy world, right? Like that's, it's a similar type of thing. It is all over my timeline I. Haven't, I haven't dove into this, I got to be. Honest, I don't know either the clear. I mean the clear thing happening.
It could be nothing, it could be nothing, but like that's I think what was sending some bullishness. I think Penguins buying Bitcoin. Abstract is sometime soon and we still have no announcements of of how Pingu Pudgy Penguin holders are going to be tied into that. So I think if if there's any good news that comes out tied to that, that's probably going to it's. Going to listen. All I say is every day is a day closer to abstract. It is.
That's what I can. Say, I'm seeing more and more hype on the timeline that that this is an area where admittedly like with somewhat checked out on vacation, I kind of prioritized some AI stuff over abstract. The last few weeks I'm seeing folks grinding for whitelists like there's already excitement over some of the first collections to drop. So excitement is is brilliant here. I think abstract it is a good setup for abstract right now. Yeah, it definitely is.
And if you abstract is everything Blast wanted to be, that's. What we were, we've been saying, right Mandel, like, like all three of us, I feel like we've been talking about that for a minute. I mean, there's a reason we picked abstracts, right? I'm not like, I like to think we're not stupid, right? So like for us, like for myriad, like we picked abstract over like a lot of chains and a lot of money on the table for a
reason. And so it's a bet on the team and the attention they're trying to, they're, they're able to gather. And I think so far so good. Of course, you got to wait for tech to actually launch in the chain, but the streaming access that they're going to have and the things that Luca and team and Michael Lee, right, the CEO
of Abstract is very talented. Obviously, like you get, you see a lot of the faces of these brands, but like, also behind the scenes, like a lot of very talented people, like the frame team that they acquired, right, with SIGAR and guys like they're very good on the, on the tech side.
Listen, if you want to place your predictions on, on, on, on, on, on Pengu, there's, there's four days left to the Pengu markets and then we're giving away 2 little pudgies on Marriott. So I'm just saying, you know, what do you guys think here? Will Pingu have over 650,000 holders by the 10th? Yes, because that's that's looking like a buy to me here because it's at 10% only. Oh 12:50 I like that a lot. 12:50 here on Myriad.
For four days. It's at 608,000 this morning so you need to pick up 42,000 followers. Yeah. Let's see, they only gained 13,000 last week. Yeah. So you're gonna, you're gonna need an announcement to come out then probably. Yeah, you're betting on an announcement here. And then we have a few other markets that are pretty fun on there. But listen, the appetite for crypto apps and for crypto in general is like up big time, guys. You'll have to see that we're in a good place.
So Penguin's great. Last thing is I do want to teach you on some memes, Like can we discuss the fact that SPX at $1.5 billion right now? Like I didn't realize. Yeah, that and Giga, they've just, they've just kept on being super strong, haven't they? Your Ad's revenge. Well, Giga and. No Giga. It's funny, like I mean he caught so much Flack and then also like people were like meme coins are dead.
Like there was a pretty wide chorus that like it's AI agents now meme coins are dead and here's the the meme coin ringleader and guess what? His two top chain plays are pumping. He's winning on all fronts. I do think I do. I, I perceive very strongly
disagree with narratives. The meme coins are dead, no matter how well agents do. Because at the end of the day, when people are tired of the whole agentic stuff and the complicate complexity of it, they're always going to resort back to this dog that has a hat on his head, You know what I mean? Or to the Dogecoin. Or to the Pepe. Or to the pengu. Like Pengu, right? But some of the others.
Right. Well, maybe not whiff, right, But I I'm sorry, like I named it because it was like kind of the story of the cycle, but like Pengu. Yeah, but but, but it's very clear that people are degenning in this. I saw Blog Race sold his whiff, which was big because he was kind of the whiff guy. But Congrats on him because he changed his life. So he tweeted about that. So I thought that was cool. I felt like that was like the end. Yeah, it's it's like a sad end. Maybe not, but you know, I'm.
Not running it off, I'm not shorting it, that that's a fact. I think a couple things we got to talk about. One, I caught a lot of Flack on this show for saying SBX would outperform MOG. Get the. Fuck out of here. Dude, scoreboard. Tyler's been right a lot actually, over the last few months. I may lately send him and his family new passes for Disney World right now. But you know what? yo-yo, you're right. You've been right. You've been right a lot.
You know it's true, Mando, he's been right a lot. He called, he called the whole AI and all these like AISBT and all these agent shit earlier than most with conviction. I mean not just like a random call. Do you do you own SPX? It don't, so I can't take credit. Wait you literally are the biggest Murad bull poster in the group chat and you don't own SPX? Told you I sold all my I sold all my names. I'm just. You know, I mean, it's OK, he did well, who cares?
Sorry to own everything. This is incredible, though. Like, this is impressive. Yeah, I like this. I like this because during the holidays, out of all places, like Christmas time, everybody was shitting on the guy. So I love that, like, the holidays are done and this guy's back on top and richer than all his haters. Like, I personally like this story. I don't need to own any Giga or SPX to appreciate that. You know what I mean? His wallets are worth over $50
million. That's the walls that we know of, right? So I don't know. I I for one, even though I I, I, I don't like when when Tyler keeps slandering my mock coin. I for one, can appreciate seeing another man win in music thing. Have you seen the swarms thing as well? 450 million on swarms and then all the AI guys are saying it's it's a scam. That's the one Loxy caught, right? So Loxy caught that at six, at 600, at six mil. Wow 600K and then he sent it at X5 or 6 mil.
Thanks a lot for telling us 10X later. So we faded and then Cali was funding it Mando and then went to half a billion. AI, well, well, to be clear, sure from AI16Z is funding this. No, it's not working, though I know none. It's at $450 million right now. Guys. Blip Griffane, this is. Going to be a big week, huh? AI agents, man, I can tell you this space, it feels like it's it's oh, can we?
Can we like I actually have to go because I haven't, I haven't a really important meeting to run too quickly, but can we just mention quickly Wrecked gay, wrecked AI, Sorry. Come come, come have a look. We have a virtual pool. OSF's been this is OSF, not me, by the way, like I've been telling him and he was like, we got to do this. We got to do this for for a wrecked guy. I. Activated that pretty quick.
I wasn't, I wasn't expecting it right away, but he he just went ahead and did it. Yeah, I think I think you're going to see this a lot. Like obviously I've already told you I'm looking at it for I'm trying. We've already been doing it really for Epic. So Epic already has this, but we haven't integrated it with one of the bigger platforms. But well, yeah, I even I'm looking at this right for Epic in games as an MPC for some of these characters and I think it's going to be a big trend
like IP I'm. Paying my bags, Let's go. Oh, I like this. I like that move. So what I like what Ovi did here Mendo, is that I was afraid that it was going to create a second token, but what Ovi did is he tied it to the pool on base. Yeah, exactly. Which is why we did the base pool as well to a certain extent, so. PvP, right? Yeah. So people will be able to look at this, and now they'll be like, right, well, this is actually one of the highest virtual agents.
Suddenly this becomes a virtual agent play at 100 and sorry at 75 million, right or 70 million, which we think will help. OK, so that's that's good. So I I love to see that. Obviously I don't think I need to disclose this anymore. I have a fat ass wreck back. There was a moment two weeks ago I had more wrecked than Wintermute. Oh really? I don't think Wintermute are
like our main market maker. I don't know if they are but they want 2.55 trillion wrecked and and I know that because I had more than them for a hot 2nd and then I was like wait maybe I bought a little too much. I checked the chain. You get so excited when you're making these moves. I ended up my wallet and I was like wait, fuck. And I was like, well then I can maybe delegate some of that to like Griffane and like arc and shit. So I did that. So I'm pretty happy.
I am actually surprised it's not. Yeah. No, we won't talk about that. But that hasn't moved more. I thought on this, I was like, oh, well, this could actually be like, really? It'll pick up. Maybe people haven't heard about it. Maybe we need to speak. Maybe we need to speak louder about it. It'll pick. Up big trend. It'll pick up. I mean, I think E here is in we're East for a fat E quarter here and look at it already
breaking. See remember last time on the show I was talking to Amanda like that 3500 keeps on like failing to break it. We got there in a 3700 right here. Another big mark and then? Just keeps letting me down man. He just keeps letting me down whenever I'm like, oh this is it, it just lets me down again. I agree with you, but it's been kind of good to me, man. Oh man, just I just feel I'm so much more bullish on Solana here. You know me.
I'm. Thinking I'm with you guys, I'm with you guys, I'm with you I I'm just super bullish on far coin. What are? You doing Tyler? Where's Far Coin going to in the next week? My my current mental fart model is that we like chop and consolidate through mid January then that's the next leg up. Silent but deadly. Silent but wealthy anyways, with that we're so childish. I love it. I I love this part of the cycle, though, like there was for years.
You know, we're like, oh, the 2021 vibe is so cute and all that we miss it like you know, it's there like this is 2025. You woke up and you you're in 2021 again. You know, just a. Question as well, like do you do you like the fact that utility might be coming back or you just like deeply distrustful of it all? I, I like it a bit because I am building a pretty large utility like central centric project myself, right? And like at the company like with myriad and everything
going. So I like the fact that like people want to look more into like crypto projects again and how they say like AI just can trade like predictions or this and that. So in a way yes, but for MIM coins, no, I think it's actually useless and it's I think it's all mental. It's just, it's just like, what is it like brain rot or like just like, you know, word porn or whatever, like hustle porn, like it's shit.
It's not real. Yeah, I I think the jury's still out from most people who are like deep in crypto, but I would say it's slightly refreshing you. Know it is refreshing, we need to not. To just be like some random, some random crappy meme that we'll have to pump up to like 500 million. What's your thought I? I like it. I I love it. In fact, like I think it gives more credence to to everything, right?
I'm like, sure, there's some paper where, but there's more real people coming in and launching real products. And I think that can only be a net, a net positive. And if we were just sitting around here talking about which meme coin is going up, are we gonna spend the whole year doing that? Like, at some point we're like, OK, like what? What are what are we doing? So it's nice to have something else.
I think once you get to a certain age with this shit, you have an existential crisis about what you've been doing with your life. You know what I mean? Like you hit 30 and you're like, Jesus fucking Christ. Like you speak to people not in the face. And now at least you can. You can I like what someone just put in the comments. I sleep a little bit better with fake utility. Like there's a little bit of non lapiness but we all know it's a lap anyway.
But you can at least tell your your friends what you're investing in again. Yeah, so I agree with that. Also, like it's time for us to like kill the old utility bullshit, like all the top ten ADA type crap. XLM. Yeah, all that trash is it's got to go, and the only way it's going to go is by being replaced by other projects and things that, you know, actually do shit. So it is. Oh, wow, nice. Trudeau just stepped down officially. Wow, it's official.
I mean, it was going to be official house at this point. It was. Coming, right? It's been coming for a bit. It's official now. Yeah. Fucking go, baby. You're going to get, you get the news back, you're going to get the news in Canada again, that's. The first thing, yeah, right. That's the one thing about Canada over the last few years, the fact that you can't even get the News Online. Check this out. 51st fucking state, baby. Boom.
You already know the vibes. That was my first tweet this morning. My phone's blowing up. Let's see what they do, though, because apparently the Liberal Party wants to stay in control until October, until the elections. And they're pretty. They're pretty evil people. They're pretty bad. They're mean. I saw the interview with the new the the Jordan Peterson did an interview with the the opposition leader. I forget his name now. He seemed all right. But yeah, yeah, it's good.
It's OK. He he talks the right language. It'll work out anyways with that. Wow, this is my this is my Super Bowl. I'm going to go to the haves game tonight. I don't know, man. I may fucking I don't know. It's it's working. It's working all right, guys. So wow, this is. Aren't you migrating this year? This is the great faroque migration.
This is the great faroque migration and basically I'm going to plan a coup from Portugal and then when time comes, I don't want to March into Canada, take over and hand it over to, to the to Donald Trump in America. Did Portugal ever own Canada? Portugal. Canada. Portugal never owns shit bro. The furthest all got is Brazil. No, they aren't. They aren't quite a lot. Really. Yeah, no, we didn't. They didn't own, they didn't own
Canada, any state. Canada was French and then it was in British. So it's it was the Great War in Quebec and then the, you know, le pende Braun and then we lost. Anyways, we need French anyways, guys, I got, I got a run. I got a run. All right, guys, we'll see y'all tomorrow morning. Oh yeah, Everyone's tagging you in this Trudeau shape. I'm excited.
Portuguese explorer is believed to have reached what is now Labrador. That's where the the the the name Labrador comes from a Portuguese explorer. What? Yeah, early 16th century. In 1500, Portuguese explorer Jiao Fernandez Labrador is believed to have reached what is now Labrador, Canada, thus lending his name to the region. OK, OK, we'll love to see that There are more reasons to go to Portugal.
More reasons. The only problem right now is because if he's he's resigned, the this Canadian dollar may be bouncing. You know, I kind of know. Oh, it's OK. We're good anyways, guys. All right, let's go. We're that we're that. We'll see you tomorrow morning, 10:00 AM Eastern Standard Time for the episode of Formal on rock radio. Let's go.