Yo-yo, yo-yo what up, what up? Good morning, good morning. GMC Friday, Friday, Friday, January 31st. Look at that. Look at that the longest month of the decade 2025. It's a beautiful day to have a beautiful day. I got my Co host in the house, Mando Tyler. Good morning, good morning, good morning. How you guys doing today? Good morning. Another beautiful day in the Internet capsule markets. Yeah, life's going well. Really, really good. All my coins, they're doing
great. Jelly, Jelly. Oh my Jelly. Tyler, how you doing today? I'm good. I, I feel like we're, we're, we're ragging on January and it was a long month, but it was an incredible month. Headline wise, it was, it was the best month. It was the biggest. Oh wait, in January. Wait, did Trump drop in January? Or did. Yeah, I I swear to. God feels like it's two years old. Two weeks today. It's two weeks, Yeah, today. It's tonight. Technically that was like.
They accelerate now. That was three weeks ago. I feel I swear to God I forgot this happened. Damn that's crazy. That is that is insane bro. Remember, Remember, remember AI coins. Too soon. OK, I'm kidding. We're going to talk about this. This is going to be the topic today. Definitely want to have a conversation with you both because we already started anyways, let's get going today on the show markets as usual. Let's see where the where where the weekend takes us.
Let's see if it's going to be one of those typical weekends, you know, pumps on Friday, you know, like we said, Shabbat trading hours onto a Sunday and Monday dump Tyler's top 1000. Sorry, whoa. See what Tyler's got for us today. And holy shit I got the heater cranking. Dude, this is not good. I'm back. Leave Montreal. Hold on. And the heater is under my desk and those ones like that, it's like pumping through down there. It's got my throat so dry. One second, y'all?
One second, Yeah. Sunshine straight in my face. Fuck you bad though. I want to leave. I want to leave but everything drags me back. You know what I mean? Everything drags me back anyway. It's. No good out there. Whenever you show me photos it just looks so nice. And then Tyler stop 1000 Robit loot box spin. Let's see can someone just wait a punk already, bro dude, I love red guys, but I I really want someone to hit a punk. Like I want to clip. I want a moment on the show
right? I want bang, you know, today I'm going to fuck around. Maybe I had some born apes, some Mizuki shit. Yeah, let's play around today. And then last but not least, this show is powered by powered by powered by powered by galaxies Galaxy is a web 3 platform empowering creators and brands to build unstoppable communities with full ownership and independence. Trusted by icons like Donald Trump, Steve Aoki, Mike Tyson and the NBA, shaping together the future of engagement and
also fair side. Every day we see people as well as get 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 draped, you won't get wrecked, Mando. Can you dig it? GM, everyone. So another classic day of Bitcoin basically going sideways. We're still at 105 K, which is kind of where we were starting the show yesterday. I think we'd just come down by 106 area.
But yeah, basically on changing Bitcoin and ETH actually outperforming for one of the first times in the last year, ETH is is a little bit of an outperformance. It was about 4% versus Bitcoin and Solana that and I know that's great and everyone's like ETH is back, you know, metallic space, all this sort of stuff. Generally, ETH rallies have predicted a market sell off. At least that's been the general theme for the last year that ETH. ETH is like the Doge. Of this time is different.
Now this time it might be different and Bitcoin doesn't look like it's about to go get absolute tank here to me, but ETH rallies normally I met was definitely a little bit of uncertainty, but ETH is at 3300. If you don't think that's a rally, well, that is that is rally. I think ETA has been at 3300 for like 12 years. Yeah, it's just outperforming. I don't really know if there's anything specific on the back of that, but you know, classically.
I think it's a lot of rumors around like staking ETF yields and stuff like that. No Co ETF with Bitcoin and all that. So I think this is it's just that it's being tied up to Bitcoin a little more right now.
Institutionally, no. I mean, the inflows have been OK, but yeah, taking ETF is, is, but again, that's not necessarily just for, for ETH, I think just some people getting more bullish on the idea that, you know, Vitalik may give up some of the reins or the, the Ethereum Foundation may be a bit more active. I, I don't know. But like yeah, Ether's rally largely your favorite AI and
meme coins are down. Not a not a great period for the Solana ecosystems, even though Solana has barely moved and a lot of the previous runners. In the instruction. Markets are are like basically down 80%. Do we have? A Tyler list of Internet capital markets paid like you always have these like desk cleaner lists bro I feel like you you know what I mean you're. The guy aren't that many yet sadly, but that's that's a good homework assignment. What is Internet capital markets
like? What is it? What do you guys categorize it like? What is the Internet of Capital? Real companies launching their companies on the blockchain. Got it. That's how I interpret it. OK. Via Pump Fund. Via pump fund though not not a pump fund alternative. Why might you been using ChatGPT? This is like federal spyware. I should be using I. Should be using Griffane. That's part of the problem. What does Griffin Griffin actually has a product like to use like?
Yeah, everyone uses it, don't they? Personally, I really like grok. I like how grok you can go on someone's page and it explains to you like kind of like who they are, what they do, kind of like BIOS you and everything. And the other day I had to write a bio for a conference I'm speaking at and I, I hate writing about myself. So I was like, who is furok Sarmad? And like gave me the best bio bro like it was in new Grok knows me better than I know me. Yeah, interesting.
I doubt it will do it for Michael Anderson given there are literally. I mean, we can try look in the meantime, while Tyler gives his take, I'm going to just like, look you guys up. I. Kind of want to go back to eat for a second. We, we we go for a lot of directions. So like stats. He posted that he couldn't come up with a reason why this Bitwise Bitcoin plus Ethereum ETF is a headline or, or why it matters. And that was kind of my initial reaction too.
I mean, I'm usually the guy who like bull posts anything like that. Like, yeah, this is this is going to change everything. It it the bull case is that it's going to like Bitcoin ETF buyers, they're going to pick this one dragging ETH up, you know, in in hindsight and the fun managers out there who just love to diversify are going to pick this one. I guess like if I had to paint the bowl case for why the headline matters.
It has to be that, right. So I guess that's what you're what you're hope Ian is the bear case is known that that ETF doesn't get any flows and and it doesn't really matter. So this is a Bitwise ETF that is for both BTC and ETH. Is that what it is? Because Bitwise already has ETF's for both right? Like individually? Yeah, It's just going to buy you both. I think typically they're split by like market cap, so like whatever. So Bitcoin's going to get 80%,
ETH will get 20%. It's a dual crypto ETF yeah, 8317. Yeah. Interesting. Hunter is on it, man. Hunter Horsey, CEO Bitwise, he says a a wealth managers firm. What was that Gen. Well, that was Gen. 15. But he he's on top of it. He's a good person to follow. What do we think here? Is East going to finally to have a sustained rally or or is it just going to go top range here and just like keep chopping? I'm not doing it. I'm. Not doing it. OK, fine. Let's look at the East memes,
though. So Pepe bounced pretty well with the bottoms. I think that was kind of clear that he was going to bounce there. It looked pretty, pretty bottomed out. So that's back to $6 billion. That doesn't look good though. God, that chart does not look. Take a look at every single meme coin. Right, you're at memes. But you buy that, right? They don't.
Or gaming meme cards. Yeah, gaming meme coins as well, But don't you buy that like don't you buy the chart that doesn't look good on on on something like that that you think was oversold and or has been performing pretty badly? I'm very wary of this market right now, yeah, just because of ETH rally. So the idea that would buy high beta ETH? Yeah. OK. Traditionally when this. Happens and he starts outperforming. Then the whole market nukes and kind of eve just stays where it
was before the nuke. Yeah, it's happened about 6 times. Part part of the concern is like, is this meme cycle over and like, are we going to have another six month chop before it runs again? I I think that's the real turn out there because we're seeing like a lot of like what people are calling into cycle behavior, hyper gambling coins like that. You can't hold literally for more than an hour before they, they go to zero.
It does feel like if someone who was in the trenches post with post bone post Slurf like so we had wait for and then it was Bohm who made everyone, you know, overnight millionaires. And then Slurf came out and like the everything accelerated, but it was basically impossible to to trade well. And then everything just stopped for six months basically. And. I think, I think, yes, Sorry. There you go. No, I'm saying you can. You can make the case that's a similar setup right now, right?
That Trump was bone, that vine or Jelly. Jelly is the Slurf where you see a billion dollars in volume in a day and it's down only. That's fair. The counter every February is typically upper and if all of crypto is going, if we're going to see a + 20% candle and in February is it, are we really going to cool off? I don't. Know Nope, I think we I stand by, I stand by with my take. Like we see new highs in Feb like towards the end of the month.
I think there would like to still going to be another like few couple weekends, a couple more weekends to really shake people out. Tyler, like the stuff we keep saying, like, you know how we dump on Sunday and stuff like give me another one of those this weekend. Like say, you know, keep shaking, keep shaking a tree, keep the secret. Let the iguanas fall off the tree. You know I don't. Know anymore I'm ready. I'm ready to resume.
My, my, my counter to that title is that I actually feel, and I tweeted this yesterday, is that like a lot of people want this to be the top really badly? So why is that? Let's have this conversation. Why? Why is that? Well, I think as I said yesterday, I think I'd break them down to three different camps. One of them is lever traders. So a lot of lever traders have not made money and it hasn't been the most amazing environment for lever trading.
All coin season hasn't really happened, which is where you make the majority of the gains unless you're just going to do huge size and there's like Bitcoin. And then whenever a coin gets listed for perps on any of these new metas like memes or AI just get hammered, right? So, so it's not like you're sitting there making huge gains, like you can only really short some of these new these methods as they come out. So lever traders in general.
And we can see that from hype. We can see that from JLP. You can't tell. But like it's not like net, net maybe one or two or three is making huge money overall people not making money. Then it's then it's a group I think of more the old guard, of which maybe I'm included as well with like they haven't made that much money in the trenches. They've only really made made they made money last year on memes like trading, like swing trading them.
But like this hyper fast meta is suited to being up at 2:00 AM or 3:00 AM my time and and being just like in the trenches every 5 seconds. So they're not making money there. And and then they're annoyed by all this. And then the third camp, I would, I would probably say is ETH Maxis like generally like the dot ETH. I've seen a lot of bearish takes from them as a whole being like this is it Salon is trash. All you do is gambling. We're we're towards the top.
And I hope people feel like Evan who've been super bearish and a number of the other like dot eats who are just who think that. I don't think I'm slightly disillusioned with it given eats and the reasons for it. So those are the three that I generally have seen and it's not that I then then some of them try and soften it and be like, we're going to range trade, but like they're super happy Whenever we go lower. I I get, I get the feeling that a lot of people have not made money.
I I. To be clear, I have not made the most money since November. Like November was a really good month for me. Don't even go there back. Out of it in, in random, random coins, right. And then only recently have I started to make money again, like because I, I think I traded some good stuff back into into these like D5 style coins or some of these more yield bearing coins. Like I have not made money in the trenches. I've definitely lost money. I was calculating it the other day.
So you'll play to your strengths as a trader really, I think, but that's not if you're losing money, it doesn't mean it's a cycle top. And I think those three groups have all lost money and then they decided that it's a cycle top. Yeah, it's also like there's a huge dissonance between crypto Twitter and between, you know, the actual markets, like the order books, which is much
different, right? Like crypto Twitter is not like, you know, you're going to go to Agar, Agar and you can listen to the sound of the order books. What is that? That this guy was trading on like trader Aguilar, this crazy trader, trader that. Was a meme though. That was a meme. Wasn't actually his account. But was it? I thought that was hilarious. The point being is like, it's not like the OR like the, the, the, what you say on CT is just like the trenches because those
are the loudest people, right? Because they're chronically online. They're either tweeting or they're on Telegram or Discord, just like trading. So naturally when the trenches get hit, it's like Max Bear posting. And then a lot of the big CT accounts are trying to trench and they're just getting obliterated because the trench is tough, right? You actually got, you can't have a full time, like you can't have a full time job and end of the trenching at the same time.
It's extremely tough in terms of time and energy. And so then they go in, they get wrecked and they go out and like bear posting and stuff like that. So it's it's, it's, it's there's a reason like that. And then the rest is just a very cynical outlook of, of of crypto Twitter in general. I find that's kind of like, you know, right now CT stands for one thing and one thing only counter trade, in my opinion. What do you think, Tyler? Why would you want it to be the top?
That's what I don't understand. It's like you wish unwell on someone. It's like, oh, I want you to get sick. Because you're stabled up because you're 90% stables. I I, I just, I can't wrap my head around it, I guess because we're disillusioned with hyper gambling. I think that's like the only perhaps ballot rationale I. Feel. Like it's, I mean, it's really out there, but. I guess it's human nature, I. Remember this from 20/21. Like, no, it's true. It's human nature.
You want someone that's not doing as well, that's doing better than you to lose. Not us. We're not the that tie, which is probably why we ended up here, but like. How much? How much did they hate us for making money on NFTS? Oh my God, they couldn't make money on that though. Yeah. They didn't know how to make money in the NFTS or they didn't want to get involved, so then they hated it. I think it's. True, a lot of people missed NFTS.
Right so now this whole like in the trenches crowd like making money and everyone else losing money. Like everyone fucking hates them. It's true. That's a good point. They hated the broad ape trade. Hated it. What's the same It's just it's human nature that they're like but like the grave dancing the Bitcoin's going to go down to
like some crazy level. It just it's so devoid like take a step back from from crypto Twitter and just think about somebody who's not in crypto and who's heard the stories like the Czech National Bank approved yesterday that they are going to buy Bitcoin. And the Norwegian sovereign fucking wealth funds and like that, you know what I mean?
So unless you think there's, unless you are suddenly some incredible macro trader who thinks that the whole world's about to collapse for some sort of reason, like there is no reason why somebody's going to suddenly turn around and be like, Bitcoin needs to go lower because of a chart like zero chance, zero chance. Yeah, you invite your friend into CT. You would have to like sit down and explain like why someone's everyone's like this and. Like. How to sort through this?
Like absolute noise and and shit posting to try to find some valuable information because it's not easy for I just sent you would take that let. Me share it. Actually I think this is my new base case. What is your base case? I want to read that one. All right, read it out for us. Yeah. So he said the most painful outcome is Bitcoin continually repeating this pattern, multi month chop followed by mega expansion in the way to a million.
There is no real bear. So this is the take that effectively we break the four year cycle. We're in the ETF era where we see 15 to 30% pull backs, kind of similar to what the S&P has seen, but no more than that as we just grind up. And I think barring of course, you know, large, you know, macro downturns, right. I think this is kind of my base case for how things are going to play out. I've seen this this case, this take before like earlier this this this cycle, and so far it's
kind of played out like I've. Been talking about this case for years. I think, I think the market structure has has changed now. I think, I think like now that we have trap fire rails for all our products like and the people pushing around Bitcoin and not retail, it's institutions, we're going to follow the business cycle we're. Going to it's probably Bitcoin and the trenches, you know what I mean? So what does that mean? So, so maybe maybe we expand on that.
So if that is the case, so how should someone trade it? Someone who's showing up every day and listening to this show, not someone who's just like sitting back and putting 5% of their paycheck into I bet. So. Go ahead. Yeah. So what I would say is that forget the four year cycle stuff that that's generally my belief and people, a lot of prominent people don't still believe in the four year cycle stuff. I think we've we are moving away from that pretty.
So like your ability to like judge where Bitcoin is going to be based on a previous cycle or what's going to happen with altcoins on a previous cycle is, is, is is very low. So I think play the hand in front of you every day. Don't get, don't assume there's going to be some bid for your old coin. Like we're all the other bit of the market structure that has changed is that there's 10,000 new coins a day. OK.
So like your hyper gambling bit of the market is suddenly now it's there's no, there's no altcoin season where every single altcoin goes higher like this. Like they're just people just going to go and gamble on the new thing. Go and gamble on the new thing a lot more, which is what we're already kind of seeing to a large extent. I think that those are the two main structures that have changed Tradfly's come in.
So I think we're going to be far more likely to far more like traditional finance in terms of price action. And secondly is, is the hyper financialization is is only increasing. So that makes it like the token generation. The amount of tokens that have been made in the last year dwarves the last 10 years by like factors. By factors. So you have to, yeah, those are the two worlds that you live in. Yeah, yeah, I think that's a good take, right, Tyler?
It's just like be be active and probably nibble your profits in the other side of this Mando. I would say take your profits every time, chip them into Bitcoin. If this is the case that Bitcoin's going to keep grinding up no matter what, just chip profits into something like Bitcoin. I mean, we're going to repeat ourselves here with the whole JLP stuff.
JLP, But like, no, but like, like what I mean is like, yeah, I didn't mean to. I was going to say JLP was like OK now I'm pushing it too hard but it's. Like you're not pushing it too hard. I, I'm like starting to sound like a broken record here and I'm we're not. Pushing it enough. I'm on my Mendo arc, you know, it's called wealth preservation. And I don't know, man, Tyler, I, I think, I think pops World Peace, maybe. Where are those? We, we can pull that up in a second.
I think we have to repeat ourselves because quite literally no one is doing this. Like no one. And I had been guilty of it until like this. Past month, you and me both. You and me both, we're the same. Rotate, play the play the new menace, stay in the trenches, have fun in the casino chip profits back to Bitcoin or or JLP like. Jump is good because it's like the perfect amount of everything. It's Bitcoin, ETH, soul and stables.
Like it's so good. Like how do I kept like what we're talking about before on the show that people may have heard, how do I kept my positions and Trump and fart corn. I'd probably be down like two and a half million dollars, dude. Yeah. And it's yeah, I'm down. I'm down $100,000 literally like unrealized, of course, right? All this stuff. But like this is the difference. Like on a large scale. Now take zeros out and do small
scale. A lot of people would have blown their stack, dude, you know, I mean, and at least you're preserving the stack for when, Oh, you want to catch the Jelly Jelly, go for it. Sell your joppy, catch the fucking trade, get back in. Right man, don't you do that sometimes. You used to like trade out of GLP back in Joppy. Generally I'll borrow against it. You borrow against it, right? But the average person probably should not go into that. Like I refuse to do that, right? So.
But also, how many times have you said to me, I get the FOMO and then you look at it and then the next day it's down like? But I just sent a message just to get the message, the FOMO out of it. Also, like know yourself. I think know thyself is very important for me. I need to get the FOMO by just texting that I want to buy it. Like, you know what I mean? Just like sometimes I reply to people on Twitter and I just know I can't tweet it out.
So I just post a tweet in this group chat like a screenshot and I delete it the draft, you know, just get it out, get it out. Anyways, there's a whole lot of other stuff to talk about today. So Tyler, let's see what you got for us analysis Tyler T on FOMO hour calls the kids can. Yeah, I think we got to give the headline to Michael Saylor featured on the cover of Forbes as the Bitcoin Alchemist and then later this.
And then this morning we saw MicroStrategy is going to up their their raise tied to that Stark product to they're adding $300 million. So he's going to buy even more. This comes as the ECB, the the European Central Bank president says Bitcoin is not an option for its reserves. So Europe, Europe is going to stay in the dark over there once again. Moonpay announced they've onboarded over 1,000,000 users to crypto in the past month.
Though a lot of people are wondering what are those million users doing here today? Fun Flip, Solana and Theorem in 30 day revenue. Though they are facing a new lawsuit that all of their tokens are registered securities. Let's see here in Token Protocol and AirDrop news, Jute Mobile introduced Magic Scan as a way for users to copy and paste texts or images to help find tokens.
So increasing discoverability. We saw BlackRock partner securitize integrate with Solana to expand on chain real world assets. So RW as are coming to Solana there new tokenized private credit fund. They've got 730 million assets under management tethers bringing DT to Bitcoin in the lightning network. So big expansion there. We also saw saw Odin dot fun launch as a new Bitcoin based meme coin launchpad. So runes that they weren't cutting it.
So now we've got a new meme coin launchpad coming to to Bitcoin courtesy of Odin and then Kaido that we've got the first winner OG labs was the first product to win on Kaido's new launchpad. The vote closed this morning, slightly edging out Mega ETH for the for. The God that I didn't stop my votes. Just to touch on that Apollo news. What's Apollo? Apollo is like the number one hedge fund for credit in the
world. Wow. Easily the easily the best known apart from them maybe like Citadel, like Apollo is known as being the smartest guys in the room that like everyone wants to work at Apollo XYZ. So they've been the biggest one in credits for them to try. Tokenized credit fund. Big deal. Very, very big deal. Apollo launched. Wow. OK, cool. Go go on, Tyler. That. That's sick. That's fucking amazing. Wow. Yeah, maybe, maybe we'll circle
back to some of these. Of course, again, in AI market cap's down about 5 percent, 10.3 billion. It looks like we've kind of just gone sideways the entire week. The leaders were all over the place. So virtuals was up 5%, FAI is up 9% but Farccoins down 10%, AI 16, Z is down 2. But then the school cares. Arc is down 20%, Griffane down 15%, Mobi is down 20%. So some some big hits out there as well.
Some updates. AI16Z announced they reached an agreement with partners now send AI is partnering with Eliza OS. They're they're plugging in the Solana kit plug in, enabling access to 30 plus sold protocols. Virtual's introduced as prototype 2 sentience program, basically liquidity boost. They're giving 100,000 virtual tokens to a set of teams who are launching on their platform. And then Dolan tied to the bullet team.
They're set to debut their No code AI Agent launchpad today, so a lot of folks have been waiting for that. And memes. NFTS meme leaders slightly green on the day. Elon Musk's father is apparently considering launching a meme coin and has no qualms about using his family's name. So that is a storyline to watch. Pudgy Penguins cut the Pingu token claim to just five days. I think 4 days left. So if you have not claimed your Pingu, go out and do that right now.
They're going to burn those tokens and then surprise the day ruins actually green up double digits for for the leaders after I bear posted their volume on yesterday morning so so. Let's go Our pups is up to $60 million. Back to 60 million. Let's go, let's go, Tyler. This time is different this time. It's different. I still there's going to be the the week where pups 6X's it's going to happen.
And we're not going to sell it and we're you and I are bound to round trip this pubs back to our graves brother. Like all right, So there was a few like really, really nice headlines in there that I want to double down. I looked at the the Michael Saylor software I kind of talked about yesterday, but it's awesome. I think that he was on the on the thing. I'm going to take the the the the opposite side of people saying that that shit with dumps after Forbes cover.
I think we're going to pump on this one because they purposely removed the one where Brian Armstrong was on a cover of Forbes and the market absolutely full set. I thought I think that was a good one. But Tyler, well, there's a few things. So there's the moon pay, there's the pump on again, Juke mobile. The Juke mobile thing is crazy. You guys seen it? I don't use it, I saw the headline but just easier right? No dude, check this out. It's insane.
It's actually so sick in the world of tokenizing everything. Is this it? Yeah. Check it out. Do this. Paste text, paste text, paste images. So you're, you're looking at something, you're scanning the item IRL and it recognizes if there's a token associated to the thing. You what? I mean, so like, you got your phone out, you got your phone out, right? And you're like, you're like, oh, there's a dog. Like there's a Shiba Inu or some
shit. You put your phone towards the dog and the token pops up. This like the FAFO meme, like you, you see the Trump FAFO meme and you just scan that and you find out they're. Yeah, yeah, yeah. Like that, Like that. Yes, Tyler, Literally. It's interesting. I think just I would warn everyone to be careful. Like I, I like are we, are we sure they're going to give you the right contract address? Like I just I, I don't I. Don't. It's probably off of the street list.
I don't know. When you fed me the wrong arc and and I burned quite a bit. So I would still double check it. But it's very cool for discoverability and clearly like we are catering to to the masses and whether people want to admit it or not. I mean, don't pay on board a million people into memes. I think the question are we getting? Sponsored. Dude, what the fuck? Yeah, Mando and I were going at Keith.
This is getting. Embarrassing at this stage, sponsoring everyone but us. Yeah, so yesterday, Keith, Mando. So Keith has a group chat with Mando Sylvia and I, and Mando and I were Mando, why don't you go and double down? Oh, you did? Oh, I like that. Keith was like, Mando goes. How about crypto native podcasts? He puts in the he puts in the group chat like they've, they've sponsored all these other podcasts except us.
I was like, yeah, great man. I'm the number one shout I tell every major moon pay announcement I know. Well, what the fuck, Keith? Sad. Keith, where are you? We know you listen to the. Show Keith. We know you're listening, bro. We're starving. Starving. Theo Von You know, we're being pushed out by mainstream. Can you believe that he picked the Nelk boys above us? Nelk poison Theo von ahead of FOMOR. Damn dude can can they bench 260? Tyler can. Tyler can bench 260. Brother. Yeah bro.
What? What can you bench? 250 push into two 9290 what? Are you kidding me? Yeah, I did 225 for 13. Come on. Just just extrapolate that out. Mike, you've not seen the size of him. He's a fucking he's. He's literally like a door for him. The man is fucking huge. You didn't come to my bro Tyler. OK, let me put it this way Tyler like his like his test width is bigger than my whole body. I got to be nice at the Tyler man. Oh yeah, he's going to fuck you up. Oh, he'll you, you better not.
You got you got to. You better not fuck. Brother, that's that's a lot. I can only do it in kilograms. I think I'm more like 8590 maybe? 90 KG to pounds in freedom units, so you're not want you're about 200 lbs Max in terms of benching. Even that's a bit high. Maybe I'm I'm maybe I'm. I think I've easily can do 85 but maybe 90 if I can if I can go. For it so 85 is 185 Tyler and freedom units is 290 that's 131 kilos brother that's. That is insane. I'm 160 lbs.
I've. Been I've been doing this for a while, started when I was like 12. Wow, can you do me a favor? Can you post a video of you doing 290 on a timeline next time you go? We'll, we'll do some more. Mando think Tyler's warm up. What can you do for? AI don't bench because of my wrist. I can't. I'm not allowed. Yeah. What do you mean bro? I'm strong. You want to. Fight Keith I might want. To fight, I just wanted to know if you could bench. I can't bench. I don't bench, I can't bench.
I'm not. What about? You you're, you're a, you're a stocky guy. Seems a big boy. I used to do 110 whenever I used to do it properly a. 110 lbs. What if our units are over here? I don't fucking know, I'm stupid. No 240, probably. 240 KG, yeah, that's nice. You guys make me want to bench, but every time I bench, I get injured. I really can't bench. It's hard for people under 5 foot to bench the winner. That's the problem you. Son of a bitch.
How is this guy allowed to come up and down in studio? Incredible. It was his birthday yesterday. He thinks he can fuck around like this. Yeah, Everybody wishes him a happy birthday, by the way. I want. To see where the oh, that was diabolical. That was diabolical. Yeah, there you go. Happy birthday, you son of a bitch. What's going on? Oh, yeah, Yeah, yeah. It's Friday. It's OK. All right, Tyler, let's get back to you. What do you like?
Dumbbell Curl, Tyler. I don't do a whole lot of just bicep worker. I mean, I just do like, just like shoulders all the all the what's. The legs like what do you squat? Do you? Squat. Probably like 35360 these days. That makes sense if it's heavy, but he if he's, if he's, I'm more impressed with the with the bench press if. I'm honest. So you can squat 160 kilos. So you squat me. No, I'm 60 kilos. No, I'm 90. You. Don't know 160 kilos. I don't know what I am.
I'm, I don't know kilos anymore. I only that's. Like to you, he can, he can, he can, he can. Yeah, I'm 72 kilos, no down. Wow, Tyler, that's crazy. Wow. Let's go fetching together next time we're in a conference. Let's do a whole show and we'll just run through all of our numbers here. We we should go. We should next time we're at a conference together, we should go ahead and work out together. We got a like FOMO hour at the gym, you know what I mean?
They're telling you the beats wait till you all meet him in person. I don't know when you guys get to meet him again. I don't know when the next conference is in the States for something where like we all get to be together, but this motherfucker can bench dude. You're on a health drive too, aren't you? For a. Big time. I just I'm about to hit 20th work out of the month this today. Yeah. Big leg day yesterday, big, you know, big chest day, day before
5th. 5A week four to five a week 4 minimum 5 maximum. Because above that, I find it too much and and we're going. The goal is 183 workouts this year. You on a whoop or you on a ring? Ring or a ring? Yeah, I don't like the whoop because you watches. I did the whoop for a while and then I just got kind of tired of it. You know, it's tough to have breaking. Records. I mean, it's tough to have a whoop on.
I have kids I find right because you guys are like your sleeps and your schedules are always fucked up by by children, no? I've got 8 sleep recently that's been a bit of a game changer. Everybody says that I'm going to get one, if ever. I'm taking a this bad boy melatonin before I sleep. Oh, I didn't. I don't like that because your body produced Beltonin already and so you're fucking with it. Yeah, but sometimes I'm trenching till late and then I
just need to shut down. I think I want to go to Asia because I need it to fall asleep, but actually I was meant to interview Brian Johnson today, so that was pushed, but I'm interviewing Brian Johnson next Thursday. Wow. Yeah, next Thursday 1. O1 I have been sleeping really well this. Time. Yeah, yeah, old time was great. I fully take. It to frequency and you should take magnesium instead. And every day for like 10 years I can not take it and fall serious.
OK, good. Because magnesium is actually better technically speaking. You know what, let's ask Brent Johnson. Next Thursday. I'm going to ask Brent Johnson and we have the four one hour. Show did you see the last Brian like he like took all the blood out plasma? Yeah, I can't wait. I cannot wait to talk to BJ. Bro, this guy, this guy is a legend. Bro, have you watched Don't Die?
I'm a fan. After watching Don't Die, I really like Brian Johnson. Dude, he's actually, he's the other Venmo. Didn't he buy? Didn't he find Venmo instead of the Jelly Jelly guys launching fucking shit coins? At least Brian Johnson is trying to not die. Yeah, you know, he did something similar, maybe not Bimbo and a different sort of payment process of it, but well known. That is Venmo. You sure? Yeah. He sold it. It was Venmo. Interesting. That's how he became like almost
a billionaire. He he sold Venmo, he sold Venmo. He especially Braintree. He. Made Braintree. But he sold it to Venmo anyways. Tyler, what else do you got for us today? I guess this show became a whole Jim Bros show. It's all right. Honestly, there wasn't a whole lot today. So Mando doubled down the Apollo organized private credit fund and then BlackRock, their partner Securitize, he's going to do all their they're expanding their own chain, real world assets.
Let's open Apollo for a second. I I want to know more about this. Honestly this is pretty crazy though. Yeah, I I just saw the headline here. I didn't super dive in. It's like all these products was coming on chain, right? Like it's kind of like the headline here, so.
So this is the the Apollo news seems to be tied to securitized headline $730 billion assimaging Apollo launches tokenized private credit fund and here it says securitized the leader in tokenizing railroad assets today announced the partnership with Apollo. So those headlines seems tight. Well, securitized is is is its own company. Got it. Yeah. They they've been helping a bunch of different track by firms to get on, get on chain. Oh, OK.
Now I see. I didn't put these together securitizing Spain to Solana. They're also partnering with Apollo to bring So what the real world assets are. It's going to be this tokenized secure privacy. It'll be private credit, yeah. Like Maple does some of this stuff where you can invest in like what I used to trade like higher bonds or in more like Eric. Like. Micro loans to EM countries that sort of. Stuff. Wow. So.
They're expanding. I think the the big question out there is like, so which of these chains are they going to have the most success on or like will will we be tracking that? These guys did it on 6 chains right? Yeah, so they're all over. Yeah, it seems like they already had an existing partnership with with Wormhole from last year securitized. So it's not their first rodeo, right? Like they've been involved.
So I think they'll just do that. Like if these people won't keep the funds on chain, just to let you know. So like they'll just fundraise on chain and we'll take them off chain, right? So like that, we care where the money comes from. But what is this like? So everybody thought that RW as and all this stuff was done Ethereum and now you have securitize coming to bring it to other chains. That's that's an interesting play here. I that's still good for the end
crypto user though, right? So like we're we're having more opportunities to invest products using crypto. OK, God, I'm so bullish. OK, Everyday there's there's like a mega headline like this is mega. This is huge. Another Yeah. I think, I think it's really big like Apollo, I mean, I just know this, but like they are, they're just known as being the biggest.
They, they, they have a private equity arm as well, which is like what they're also known for, but that, that credit hedge fund arm is known as being the best one in the space, or at least in the A, a, a tier like that, the equivalent of like, I don't know, AA16Z or one of these big like a tier. Yeah, yeah, getting involved. Wow, OK, good love to see that this is fucking amazing. All right well then tell if you don't have a lot of big headlines, why don't we talk
about AIA little bit? I know you guys wanted to kind of cover this. Where are we at with our AI coins? Is the AI trade dot or is it just going to the next AI, the next AI, the next AI, the next AI, right? Like what's going on with our existing ones? I'm going to pull up the board here. Curse your thoughts here, Tyler. I think there was some concern that it was just going to be going to the next one and the next one and the next one.
The reality is the next one and the next one aren't doing very well. So like, go pull up the BBV chart. I have it here for you. Anyone who rotated to BBV is is dead unless they were the first 15 minutes. Unless they were the team. And like, this is a, this is a similar situation to what's happening in the meme coin market as well. And I actually think it will ultimately be a positive, although it's going to cause pain in the near term.
The hot ball money constantly rotating, like when the majority of people are getting burned on that, eventually they're going to stop and they're going to go back to buying things. They at least can think they can. A. Few nights, but so. So let's talk about Ark. So Ark was one of the first winners. Someday we sold off. We had to go to FOMC. Arc shoots back to 400. I think it hit 440. Now it's it's giving back most of those games. So it's back to.
Bring up the hourly candles. Bring up put put on hourly. What the hell is this crime? 18 straight red one hour. Candle 18 straight red, one hour. What kind of crime is this? That's what I thought. Like I I then I put up the Bitcoin chart. Bitcoin has just gone sideways during that period. So somebody just decided that I need to get out of the balk. There's a diabolical 18 hours. Some clearly someone or a group is just like twopping out of these right now, right?
How else do you even explain? The zero bro patent, that is. What is the zero bro pattern it's not happen on? Zero bro, they're still protecting a higher high or low here right now tonight is. Close. I mean, if you like ARC, technically speaking, if you thought you missed a $250 million dip, technically you're bidding this. But my question to you both is, are you bidding? Well, I think this is exactly what we've been talking about for so long. Like you feel like, OK, I've got a winner.
You know, I've got one of the better coins here. There's been good headlines coming out for arc partnership with. And then you literally blink and it's it's just completely gone. You could have slept through that and woken up the next morning and be like, what has happened? Like and then nothing's. Higher it's a lower high and they're trying to defend. Lower it's lower high a higher low it's not. If this goes below this, I don't want to buy this at all.
Like I don't. Know I still think that chart looks OK. For now. But yeah, I agree it looks good. I punked here for the weekend. So I did buy. I I did buy some this week. You did. OK, let's go. So OK, so we wanted to pop. Let's fucking go. I just think I I actually think Ark's going to do well. I'm not saying that. I'm just saying it's so fickle right now. It's like just like a small gust of wind in some other coin. And the whole thing just like looks like it's about to collapse.
And that's, that's just, I haven't seen that for a long time. Yeah. That's the challenge. Like if we get another Sunday sell off, we're we're already lower than we were like at the last like shaky period. So another shaky period. Like if we do another 30 to 50% drawdown, it's probably like the full. What the fuck? I mean look at this on the daily 12345678 then relief boom 9 fuck. Why do we think GME trades if that comes? Look at this Amanda.
One second look at this same bag, maybe on the hour on campaign markets. Are saying have the almost the exact same. What? GME if GME did a meme coin. Billions. Billions. But the rest is going to zero though, so at what expense you? Know I'm just waiting for that headline. There is no doubt in my fucking mind that they're going to come with one like. I I would like to. See that? Let's set that one up on Miria. Actually, you know what?
That's a good call. Let me tell the team Sims, do you want to tell the team to to launch a market? Will GME launch a meme coin in Q1? How's that? Do it for all the major brands. Will AMC? Will GMC. You know who should do 1 blockbuster? Blockbuster. Great, someone bought that. Quite famous, right? Didn't Tai Lopez buy Blockbuster? No, he bought RadioShack. RadioShack. For his birth, he should do it. If Viacom. Viacom owns Blockbuster and they own Netflix too. Interesting.
No, they don't. OK, Viacom. Viacom's big. Well, yeah, the biggest company in the. World good note. Get some I'll get Pedro on it. 666 Sims is on it. We're going to get a myriad market on for, for, for. Should do it for loads of these. I think about them, Sailor. Which other coins would fly? I think a kick, a kick or a twitch coin? They would fly, right? No, but these are not like, let's go for the coins that are culture like Tyler. What do you use?
Like it's going to be American culture. I feel like Tyler would know. Like Tyler, what's some 80s, nineties, like 90s American culture, shit like that stuff. WWF. Yo. It's like, I think Hulk Hogan already kind of did one right. Didn't he get like Or maybe he got hacked? Like hacked? What about gaming? Like gaming companies that have gone to blast like. Sega is. Sega still going?
Sega Dreamcast, like imagine a token that Sega Dreamcast was a, a, a fighter game integrated to it, you know? Yeah, that would be fun. We should do all of these. We is it on Myriad? Everyone. AOL I. Think anyone was buying a OLM? SM Messenger. Snapple. Myspace. When's the Myspace? Myspace. You know Myspace, Tom. OK, Myspace could cook. Myspace Tom. But The thing is, it would only cook if Myspace Tom does it right. Like the Vine guy?
Yeah, it has to be that way. Like, no, we're not saying goodbye. I could ticker Myspace. Yeah, like that's pointless. Yeah, yeah, be careful. Yeah, by the way, don't do that. Using Google man you got to use chat UT just be like what's the most. Famous brand I don't use. I don't use Chinese spyware. Famous brands, you know please 80s, nineties, naughties that are now bankrupt. The ones. I'm going to use deep seek. Hulk following.
I don't know. Anyways, rafflebot dot XYZ rafflebot dot XYZ the code is Sailor Saylor. Come on, let's go sign up Rafflebot XYZ. Today on the on the board we have the Zookies Proto Gremlins. Well, Suzuki's sold just now, so I'll add some new ones. But anyways, we have a lot of really cool NFTS for you guys to win today on the show. All right, Tyler, what else? Unless there's nothing. That, that was mostly it. I'm trying to see if we had much.
I think that was, I think we did a good roundup. They didn't. So Jelly Jelly fell quite significantly. I think everyone saw that as going viral. I tried to short it on the wasabi thing and there was no. I like $200 million and there was no the quid in the pool and then when I was going to bed I saw the hyper liquid tweet and I was like, I ain't getting up for that but. Off the bottom, so it looks like it went down to 55. That's a full 75%. Now it's back to 73. It'll be an interesting.
This shit. So back to the AI conversation. This shit hurts the AI bag because. Sure. I really like Tolly and Raj, right? I'm a big fan of them, like really big fan that they're part of the reason why like I went like really deep in Solana and I really like the Solana ecosystem. But when Tolly retweets that stuff, you send a message that you're, you know how DJNS do it. Oh, totally retweeted, totally commented. Therefore, Oh, Raj is tweeting return capital markets.
Therefore, I think this is part of why Arkham Griffin get hit the hardest because they also have Solana partnerships and you have the Solana founders kind of like they're not pumping that coin for us. But then I don't in it by the way, like it's your fault if you're buying this shit and it got 250 mil. Like you only have yourself to
blame, right? But I do think that hurts the rest of the perhaps Solana partnership coins because any like, well, are they partnerships where they're going to help them grind up or they just like signal partnerships and then so much more is coming up. So it's taken away from it. I think that could be part of the reason, but I don't know. I think so. I think folks are struggling with a little a little bit. So I mean, totally retweeted the Jelly.
So like broadcasting Internet capital markets like Raj was like, that's one thing, right? Like that's just saying like, Hey, we welcome you to the Solana. Come do your thing here. Like a retweet is an endorsement. And then I think you're right, people start questioning like, so like, what does their endorsement mean? Are they endorsing too much? Yeah. So, and it's their job, right to to do that in a way like to bring activity on chain to to their the blockchain that they founded.
But I don't think you want your users like you don't want to endorse bad things, right? So. Right, I think Jajajaan was pretty bad after listening to the thing, but I guess we'll see who. Knows, I think everyone's was very quick to dance to grave dance on it. Yeah, it's just like because the token is because you know what's funny with these things? Like the token has memetic value and then the company like is equity has like equity valuation, right?
And when the memetic value flies way too high compared to the actual value, I think this is where it happens, like Grafane, all these things, right? These cords we're talking about this morning, I was like, do you use it? Like, no, but hey, I don't use anything else. You're right. But in that sense, like the memetic value of Grafane at 600 mil, you could argue that was capped, right? You're like, fuck, like, how much higher can the memeatic value of a product go when the
product's good? But the product is not worth 600 mil, right? And that's not a knock because the product is not worth $600 million. So it's like, I don't know, maybe it's interesting. I still think that all these Internet capital market stuff, the AI stuff is that I agree easily the the the most the stuff that the product market fit out of them all the others. Has real Moat compared to the rest, you know. I know about the Moat, but I know about the product market
fit is just right. Crypto and AI are meant to be together. Whether we need a coin for a podcasting platform, I I don't know. But like I, I think with crypto, where crypto meets AI, there will be lots of interesting things. So. No FOMO token this weekend. But we might be a little early still that's. We are. Like we were talking like, that's one of Brooke's bearcases and that's a fair one. Like I'm, I'm talking about Griffin. And he's like, well, do you use it?
And the answer is no, I don't use it. I'm not really using AI agents to do anything on Jane. I use, I don't use AI agents at all. I do I, I use Grok here and there for things. But Grok one day is going to be able to do everything. Grok will do my shopping. Grok will fucking book a flight to Paris for me. You know what I mean? Like, I'll do everything, but I don't know. We'll see. But I don't think anyone ever bought these tokens because they were the future of utility on
chain for the AI agents. I think most people bought them because of the narrative and then it was going to go up, you know, so I mean, I do that. So in that sense, mimetic value wise, that's why I made a joke this morning with Mudang. Obviously Mudang is not a great example. It was like these coins are not much different than Mudang or like a chill guy or like, you know, every other animal memes that we're buying. It's just that we're we're kind of like acting like we're investors.
We're buying these coins because the the the tech investor meme, you know, by the way, Mando, you're froze. I don't know if you can hear. That if he was very still or or frozen there. Oh. No. Can you hear me? Yeah, we can hear you. But anyways, all right, so anyways, let's do this thing. Let's do this giveaway, right? Because I don't think we've got much else. Let's get this. Let's get this giveaway going.
And look like it's true that every new Solana coin that comes out sucks so much liquidity out of the rest. And then it's like people get scared and scared and scared and scared and just tend to buy less into the market, right? I mean, we're good examples, so. I asked about brands from the. Oh, there you go. You want to hear it? What token are you launching tonight, Mando? Wow, Yeah, I guess I'm just giving people ideas at this
stage. Let me just bring it up because I just closed it. So they said from the 80s, nineties. So from the 80s they had this is maybe more Tyler Commodore, Atari. Atari. Go to the right all my time. Come on. RadioShack. RadioShack would slap like he should fucking do it. Swim bicycles, Zeri, I don't know how it is. Tandy Computers and Swatch Telecom, I don't know. Blockbuster was 1990s Tower Records Napster. I think we've had a Napster coin, right? Blockbuster, dude. Sega.
Sega would slap we all. We all had a Dreamcast, right? Do you guys have a Sega Dreamcast? KB Toys, Circuit City, Gadzooks, Elias Jolt Cola, No Fear E Toys Tamagotchi. Tamagotchi. Tamagotchi is not bad. No Fear. No Fear would slap. What's No Fear? It was like a brand, like kind of like a Nike like brand. I think they just did clothing and like the tagline was No Fear. What if? What if there's like AI don't know like a FUBU token? Sega's not too far fetched, right?
Because they have a web, They have a web 3 arm that were developing games last year, right? Yeah. Maybe I didn't know Sega still existed. I'm pretty sure they have a web 3 arm in Japan developing. Games, they got to do it. They got to do it. They do Sega would be nice. Honestly. Blockbuster to me would be the big winner. 2000s from the 2000s you have Myspace.
In Myspace. Palm smartphone brand BlackBerry. Palm before the your BlackBerry if the black if, if they come back, they're in Canada, right? They're based in Waterloo. If these M efforts come back. You should go call them up, dude. You should go to their offices and be look, let's go. Let's make millions of dollars, guys. Internet capital markets. That's what you need to do. Just just don't say anything else for an hour and then
they'll they'll finally. Understand you know what who can get BBM your BBM BlackBerry Messenger guys right BBM. That started Juicy Couture. I think Sega, Myspace, Sega Myspace BlackBerry are like top three like BlackBerry, like BBM token and guess what you do BBM token, you know tribe run like the thing that the thing that was came out this weekend. You do like a BBM Messenger or Nokia and you just. Nokia is still going though I think, right? Still. Still a company.
Yeah, but what? What was the name of the brick phone? 3310. Yeah, that was a class. Yeah, bring out the 3310 Ed Hardy, El Borders, Abercrombie and Fitch, although that's still existing, apparently von Dutch. Von Dutch didn't Luca used to CEO von Dutch I. Mean if he did, he should bring out a coin. He did. He took it and he put on Kylie Jenner's head and then Khalja puts her photo and then it went viral and then they sold out like crazy. Look at that, friends.
Like, ask him. Friendster Limewire we have we had a Limewire coin I think we. We have they try to make an NFT. Remember they treated the NFT platform and the metaverse whatever the fuck they tried but see that that went wrong because Limewire came back with the utility play. They should come back with the meme coin play. Then they had pugs as like an honorable mention. What about like what if like Pornhub drops a shit coin? They're based in Montreal. I should go to the offices.
They'll probably do well. I'm trying to find some other ones. Can they put going to be? So many of these, right? With bang chain bang chain parties. That is not an endorsement of Bang Chain. So whatever happened to that? See. Bang chain is a great example of like this current meta. Our long guy, Yu-gi-oh, they said. Yu-gi-oh. Yu-gi-oh. Yu-gi-oh. That would probably Digimon. Yo, I was I like Digimon when I was a kid. I know. But you guys, but Justin Sun owns BitTorrent.
Yeah, OK, Bearish. I really am a fan of Sega, I have to say. Like Sega or like, just like a blockbuster, Like Viacom? Sonic. What about Sonic? Well, there's already Obama Potter 10. Sonic Oh yeah, yeah, yeah, yeah. Still, if Sega brought Sonic coin. Coming out Sega comes back partner with HPOS 10 right to the moon. Yeah. Well, this is all going to happen. So you got to get it. He's all on Myriad. You got to get them all there, all the markets, man.
OK, OK, OK. We're on it, we're on it. Myriad's on it. We're we're on it, we're on it. I have a chat. Actually, I have a call with the team in in in 1424 minutes. So it's good. It's going to. Be the main thing people are going to gamble on. This Teletubbies. Yeah, Teletubby Coin. Power Rangers. Yeah, I think it's got to be named after one of the Teletubbies, right? What's what's the one? What are the names of them again? We should just tell about the sun, baby.
Dipsy twinky winky PO. Twinky Winky. It's got to be called Twinky Winky the. Coin. It's got to be twinky. Winky Jelly Jelly. Beta twinky winky coin goes to a billion. You kind of look like Twinky Winky man though. He's launching that right now. Any. Tinky Winky, Tinky Winky. Tinky Winky? Yeah. Tinky Winky Lama. I think Mando kind of looks like Tinky Winky. No, I don't lie. Like you, Yeah, Yeah, you kind of look like that motherfucker, bro.