Yo-yo, what up? What up? Good morning, Good morning, GMG. Not Monday, Tuesday, Tuesday, May 142024444444. Look at that. Another beautiful day to have a beautiful day. I got my Co hosts in the house. Well a lot of Co hosts today. Well look at that and you face OSF. Mando, Tyler, how you guys doing this morning? Good morning, boys. Good morning. Look at that. Look at that. Life is good, man. It's good to have Tyler on Stop taking our our listeners away from us, you know.
I mean, just so excited when we guys. Yeah, just so excited to be here, join you guys. Just you know absolute top tier morning show, best in the biz. This is just this is good as a gift. So I'm on Cloud 9 today. I can't wait to start chopping up with you guys. Hell yeah, dude, it's an honor to have you. Yeah, Mando like Mando said. Dude, we're like, fuck man, we got nifty portals until like 10.
We got, we're just at 10:30 to give it a 30 minute breather for people to go to the restroom and between to show and Tyler he goes bang, I'm a host. My show at 10:00 AM. Fuck rug radio. Well, you know what we're like. You know what? Well, no, fuck you. You ain't gonna join. I'm kidding. It's definitely not how things happen in the back, but it's actually all been love in the back since day one. Listen, personally speaking, been a fan of of Tyler for a
while. I know OV and Mando are as well. I mean, Mando has his minutes, you have your minutes. I know you know a lot of it. You guys probably at work, you know back and forth already between each other's minutes every morning. We're big fans of you know creators of rec radio. We always wanted to to to expand, to grow and to have more people on board. So it's really awesome to be able to work with you and Lucky Trader and have and and form one big show.
Tyler, I think it's going. To be good, yeah, it's going to be great. And I mean, I had to give a shout out to Mando. I think he was the first person I saw that, that did the recap, the minutes in the NFT and crypto space, and he was my inspiration that he was the reason why I started doing it. So, you know, it's really. Back in the day. Yeah, you were doing it back in 2021. Which recaps. There's there's NFT ones like what happened to the NFTS today, Ragney News. Wait, I don't.
Remember that. I used to do it after work. I used to get back from work and I used to write out a daily summary of what happened in the NFT space. Was it pre full strog radio like our morning show pre pre. Damn, I don't remember that at all. It's a long time ago. Wow, used. To used to get a decent amount of yeah, like at the time, man, like people. NFTS was like the thing, right? Like everyone was just desperate for NFT news and also like a lot of the tracking stuff was still really poor.
Like Zeneca had that floor thing for a while, but other than that it was like a disaster trying to keep track of stuff. So. Which, by the way, you brought that back with Fantasy Top. You'd love to see it. Yeah, you did. Yeah. But yeah, I did that for a while. Then I stopped actually, when I started doing the show. And then I only started doing the minutes last August. Yeah, Because I still think, yeah, the NFT stuff, it was more like keeping up with the whole space.
Like it was just so tough. Still, it still is like even when I do it now, like I know I miss stuff. There's so much stuff happening now because we're in a bull market that you need to go through a deep dive and I'm, I'm more like an aggregator now. So like Tyler's Tyler is the man when it comes to NFT stuff like NFT Stats, Sam's taking a bit of a backseat more recently. No fantasy. No fantasy. Top motherfuckers. Back now, You know now. You own his card.
Now you own his card. He's working for his card holders. He's doing his thing over at Meme Land, and yeah, I think we're going to be a nice complimentary fit. Mando, I think you covered like the macro stuff so well and like you get into the NFTS meme coins and then I'm a little bit deeper in like some of the protocols like flash farming stuff, you know, a little bit more into some of the NFT details. So it should be able to kind of
cover the full spectrum. Dude it's gonna be I I'm telling you guys this show is going to be the one stop shop for everything. I mean Tyler you do what I love is you get into the deeper even to the NFT eco blast like you said farming points. I mean everybody was everybody quote tweeted your tweet yesterday about Fantasy top and the the volume they're doing right. So this morning, every morning I wake up and I'm like, I'm like sending the boys in the group chat already, like a tweet.
You've read like it's like I was already, you know, doing that. So I think, I think it's going to add a lot of value to everybody. So everybody, if you're on YouTube, Finance, Live, any platform you listen to us on. If you're on X, whatever, make sure, I mean, you probably already followed Tyler, but make sure you follow Tyler. Make sure you follow Tyler. under score did under score it because Tyler did that, OK, he did that. And now we're doing it together, and it's going to be a lot of
fun. Which by the way, like for what it's worth, you're going to keep going with Lucky D Lucky Lead, right from what we were talking about last night, but just slightly different time and days, right? Yeah, that's the plan. So we're going to push back an hour. So we're going to run after this and I think you know this show is going to be, you know it's going to be us talking through the the big stories. I think my vision for Lucky Lead will be a little bit more talk
radio. So we'll have like the listeners feel free to join the stage, join the conversation and perhaps go just a little bit longer to get more opinion type stuff. So we're going to figure it out, but excited to keep keep running with both. Hell yeah. Hell yeah. So if your listener luckily, don't worry they're still around and give me some cool stuff. And if you if you listen to FOMO, our 10:00 AM Eastern Standard Time is gonna be that
time moving forward. I mean I know it was last week I wasn't around, but I'm back and and let's fucking get that man, oh man, I I miss you guys. That right. I'm on the other side of the world for like, you know for for a week. It feels like I was on the other side of the world for a whole month. I mean, I missed so much stuff. It seems. I missed the banana zone. I'm on the explanation what the fuck that means? I'm gonna.
I missed. I missed the whole Fantasy Top tournament being cut one day and now new heroes, old heroes, some people happy, some people unhappy. We're gonna have to talk about all that. I know it's tournament number three or four to it's the tournament today. I missed. I mean the market seemingly everybody's bearish now. So there's only like 3 bears left. Actually four we're on this stage. And then four bulls left. Sorry, four bulls left.
Not bears. Oh my God. It's a bit of tongue that and it seems like I've missed a lot. I'm back here and this is what's up. But you know what I did not miss is those new logos that we have on the top right of our screen. Because this show, Oh yeah, it's no partner with Moonpay. Hell yeah. You know, we love, I love my crypto dad, AKA Keith Grossman over at Moonpay, But big fan of what they've built, big fan of Ivan, the founder of what they're doing.
So if you want to buy and sell crypto with PayPal, make sure you download the Moonpay app. It's available on everything. It's about everywhere. I mean, you cannot possibly be in crypto and not see a Moon Pay logo somewhere. They are all over the place. You had Keith come on the show 2 weeks ago to talk about the news with PayPal, which we organically like. That's the way we we already cover like everything they do in a way because it's pretty big. So. So here it is.
When I partner with Moon Pay, I went to Keith. I went to see Keith in New York during the Louis Vuitton thing I had. I had. I made sure I made sure I put an hour meeting with someone like, listen, Keith, we've been together three years. Can't get you guys a show partner. It's time and you know, OK, that fee is not how it went. But but super happy about the Moon Pay partnership.
We love them at Raw radio and and I know they love us back, which is awesome 'cause they did sponsor our last show anyways. Last but not least, today on the show, who do I have today? Oh my God, I'm all over the place. I'm dying of heat. It's hot in Montreal now. Jesus, stay on the show. So daily market report as usual crypto macro and all that stuff. I mean look I don't know about you guys Mando Ovi I need you guys to to to to save this
market. I come back I check pass bad price but everybody is bearish and my my favorite bulls are bearish. Everyone's bearish. There's only like big thick bull and base carbon and us left like everybody else is like bear posting Wizard of Souls said the bear market started two months ago and and all that. And on the macro side, I mean the most insane stuff that's going on right now, we're so back with AMC and GME, all the halts, the funds getting busted up again, this and that.
So there's a bunch of stuff. Robin Hood once again removing the buy button. You hate to see that. I know one market that never closes. And then we'll talk about this at depth, because we have our favorite tart 5 Bros here, OV and Mando. And I need the TLDR. Odds, memes, and dreams. I mean odds, memes and dreams. Who better than Tyler did it himself, the man in the flesh, to talk to us?
But what the hell is going on across the board with fantasy top blast, with memes and NFTS and all that good stuff? You know Pepe is going berserk. I mean, damn, a year ago when we were talking about Pepe going to 5 billion on this show, OV and Mando, people were tweeting at us saying that we're idiots and that we're crazy. Reno looks so stupid now, huh? So you love to see that epic? Oh my God, it's in my topic. It's launching a new reward system.
Look at that, man. Dude, I love to see that. One thing's for sure, no matter the price. I know you did it. It's Sims that does it. Then one thing's for sure, no matter the price, you're still the hardest working meme coin. Dave. Encrypt meme coin. Dave in crypto you love to see that we're going to talk about fantasy top because tournament today the volume is insane. I mean we got. I mean I know Tyler you're deep you're a hero now too.
We're all heroes. Welcome to the second cohort of heroes Tyler and Mando. I'm sorry you guys aren't as cool as OV and I so they didn't make the first cut but you're cool. Don't worry you made the second cut because some people Clemente they make the last time can't fucking with Clemente. I'm saying this because he was tweeting about it but I they're going to make the the next run but anyways can't wait to see the next one. And then last but not least, who I've been talking too much.
Robin, we're going to make money again. Today, when I was gone, the boys gave away 2 milades, 220 grand a pop. And so if you want to enter, the robot spins, you know what to do. Retweet to Twitter. Space says bottom right is a purple box. Drop AGM, retweet to space. Stay in if you want to win. And at the end of it, we are going to pick 2 lucky winners and we're going to bring you up.
And then you have a chance to win a lot of money, because you're going to win money regardless anyways anyways. That's a lot for the first day back, dude. My God, I'm Jet. Like, without further ado, let's get right into it. Who is the man? Knackle. Daddy of the Lamb. Can you dig it? You are kidding. Oh, that was too good time. Was. Like that was perfect timing. Perfect timing. Mando Yeah. Did you catch any of this?
Yeah, I caught it up until you I mean you were just going off on one, so I just kind of let let you go. But yeah, you would. You would just for. Once for once, the person not listening was not me it. Was actually Lando? The funniest thing ever, bro. So we played the Jingle, and then as soon as the Jingle ended, you froze. And then it logged you off. Oh really? But it was the time. It was so good. Because we're all looking like anyways, Mando kings, take it. Take it off for us, Mando.
What the Hell's going on in macro, dude? I don't really know if I'm honest like we had, it's definitely been trading in this range, right? We've been in this Bitcoin has been in this 59 to 63 K range or 64 K range for a couple weeks now and just can't really break out of it. But like in the descending channel it looks like. So there was some hope that we break out of it yesterday, and then we kind of got sold straight back down again to 61 K today.
Bitcoin has been outperforming, and so has Solana, but everything else has been pretty horrific, including ETH, which literally looks like a death right now. I only own a small amount of ETH and every single day and I'm just like, Oh my God, this thing just killed me now. But yeah, I think the things that caused a little bit of a shake today was now don't let people tell you we're in some horrific macro environment. We are 1% from the highs in U.S. stocks on the S&P and on the Dow.
Nasdaq's near the all time high. Gold is near all time highs. You have seen a boot move wider in bond yields, but then they've crashed back down again. So like, macro's looking OK, people. There was a lot of this talk that, you know, the Goldilocks period had ended with Kobe and gave you that. It's really bearish macro take. Well, you can have that take, but the only thing being
effective right now is crypto. So that which seems weird because everything else in macro is not really paying attention to me. It feels like we haven't had inflows for the last six weeks. Really. We had a very small inflow last week for the for coin shares. It looks like the Hong Kong ETF raised two weeks of inflows in a single day yesterday. So Asia's not not coming in and buying our bags. I tried. I tried. I did my best. OK, I did my best. We'll make them buy our bags.
And I remember this environment from last year where we ranged for about seven months and every single time we got to the up or down of that range, everyone was either Max bullish or Max bearish and everyone chased momentum at those exact moments and got wrecked. And I think that's what's going to keep happening. Like, do not chase momentum in this market. I think you can chase relative value in, like you can see what's getting smashed and what
is, what isn't. But at the same time, like it doesn't feel like the sort of environment where you're going to miss Bitcoin just zooming higher. We haven't seen those sort of inflows. They're not coming back particularly quickly, It feels like right now. At the same time, I don't think Bitcoin's going like 40K or even 50 Ki think it's just just going to probably hang out around this area and people are going to get absolutely wrecked trying to trying to chase momentum.
So that's that's basically what I feel about today in terms of we saw a slightly higher inflation print for PPI which is or wholesale prices which isn't perhaps a good sign but it doesn't feel like the Fed is going to raise rates in my opinion. I think they got put into a corner a couple weeks ago by Japan and and South Korea smashing Treasury's lower. So I I don't think they're going
to raise rates. We have CPI tomorrow which will be a relatively big event, probably one of the biggest events for the last few weeks and we'll see where that comes out. But in general, I think that we are probably entering a a slightly cooling of the US economy. I don't think we're going to, it's not negative growth or even stagflation, but just a cooling and inflation is, is staying relatively high. So it just feels as though perhaps a less, slightly less
macro supportive environment. At the same time you have people like Raoul Paul coming on and saying we're about to enter the banana zone and everything's pointing upwards in terms of money supply and global liquidity, which it has been like the US is a slightly different scenario to everywhere else in the world in that they're printing money everywhere else again. So and they're looking to raise drop rates in most countries right now if even if the US is
not. So for me I just, I don't want to buy into an extreme view and I think you can get really wrecked doing it. So for me, I just think we could, we could probably stay around this area for a while now and just and just be careful and into it. So. This feels like another, yeah? What? What is? What is? What is this bananas on? I missed the whole thing. I missed the whole thing. I see. All between but the bananas and. You know. You sent me the video, I just.
I forgot to look at it like well. What's bringing up if you're going to Raoul Paul's page? I mean it makes more sense. I'm, I'm not somebody who coined this, but he's basically saying the banana zone is like a banana. So like the market will go like that, you know, like it will go parabolic, like a banana is basically what he is saying, go down a little bit further. Let's go a look up. There you go. Here's the child, the seasons. So spring is green.
We had a great spring this year. Summer is when a lot of the games start to happen. Fall was tricky. Last tie around, we got a stunted cycle. If you remember, that kind of double toppy style thing was highly unusual. 2017, two, 1013 were more typical, obviously at the full season. And so we don't know how this one's going to play out. I think it plays out more like 2013 two 1017, but it's all assessing the odds as we go.
But right now, this is the easy year this summer, so we should just be able to set it, forget it, and let the games accumulate. And then very soon, next month and a half, we will start to hit the banana zone. And this is what happens when you hit the banana zone. Things get absolutely wild, which is the really magical part of why this is the greatest macro trade of all time and it's coming. Will it look the same as others? Who knows? Well, I said.
This is like a smooth like they really they really mean it's very smooth that the editing. You got mocked obviously for like the simplicity and perhaps like just the, you know, just wildly bullishness of it. But if I'm honest, I'm, I'm in his camp rather than anyone else's camp. Like I think a lot of people, a lot of traders, day traders right now are getting wrecked chasing momentum.
And actually I think the best thing you can possibly do is just buy spot and chill like I really think that or trade some. I think mean coins are still a fun thing to trade. But if you're trying to range trade majors right now, I think you can get absolutely destroyed. And I think you're probably hedging yourself for a move from Bitcoin from 61 K to maybe 50K. So a 15% move and timing getting back into that trade, I think you can get absolutely destroyed on. So I'm just I'm not bearish.
I'm not as bullish as he is, but I think his thesis just to like set forget is the best one right now because I think if you're going to try and dial it up being like this is the breakout or or sell it all whenever it feels like everyone's getting so bearish, I think you can get absolutely wrecked. So that that's my general view on on macro right now. Nothing in the macro world tells me that we're about to enter some sort of horrific downturn. I think Kobe's take was was
wrong, if I'm honest. I know I I respect him for like being in crypto, but I think his macro tech was was a very bearish macro take for what I see as like a slight slowing down in the US economy which isn't seemingly affecting anything else. Like U.S. stocks keep going higher today, they're unchanged, right? They're unchanged, maybe even slightly higher. They're they're basically hanging out near all time high.
You've got bond yields going lower over that period and you have gold which is the other thing that people point to basically hanging out and we're at all time highs too. There's nothing there that points to me like oh we have this explosion. I think we keep on seeing this crypto keeps on searching for a narrative like narrative follows price. I put that out yesterday as
well. Now you often say this too OP, but like suddenly we were the we were the asset that was going to be most affected by the Israel. Iran flare up suddenly with the effect the asset that's going to be most affected by the Japan. Online. The the end dollar trade suddenly with the most most exposed, that's and it's just not true. It's just not true. We are all just finding the the doomsday thing on our timeline and being like well crypto's the most exposed to it and then like
using that as a narrative. All it is we just haven't had, we just haven't had inflows for five weeks and we are all just being drawn to the most extreme views in our timeline. And I think you're probably best as done in spot and chilling. I like that spot and chill. I mean OV. I mean as as as Mando's talking. I have this like what's this Walter Bloomberg dude on on notifications. I mean he's firing off right now dude. He's I wish he should be a cardinal fantasy top.
Actually. You know we got, we got DB tweeting the state of Wisconsin, but I didn't even know Wisconsin was a real thing until now. I thought it was. You've been to Wisconsin, Tyler? Yeah, it's our northern neighbor. I I go a a decent amount like Milwaukee is 90 minutes from Chicago. So Wisconsin exists on the OK, cool. I thought it was just a place Americans put on the map and nobody's ever been to it. But anyways, they bought Bitcoin. They bought $100 million worth
of the I shares. But the other guy? Honestly, fuck me. The state of Wisconsin has $100 million worth of fucking Bitcoin. You know who else does? The UBS bank and the Bank of Montreal. Ironically, the Bank of Montreal closes your account down in Canada if you're into crypto. So I just want to put that out there. The the hypocrisy that they shut people's accounts down for being crypto in Canada. I'd back in Montreal, but then they buy Bitcoin anyways anyways, so I'm reading Powell.
Housing inflation has been a bit of a puzzle, I don't think likely move to a rate hike, he said. Don't think it's likely that the move would be a rate hike 8 minutes ago. Then he says restrictive policy may take longer than expected to bring inflation down. And then lastly asked if infliction will prove more persistent. And he says the Fed doesn't know yet. What does this all mean? What does it all mean for my bags?
It's good. I mean it's it's more commentary from Powell that things are going in the right direction with regard to not only inflation, but also he's probably starting to get a bit worried about some of the recent data we've had with like GDP coming in lower than expectations, with payrolls coming in lower than expectations. And you have PPI data today which came in like a little bit higher, but it wasn't like a crazy miss. It's still kind of on the money.
So I think I would say the last few like snippets of commentary we've had from Powell is that he's changing his tune to become a bit more dovish again I think. And so again, it just puts a lot of pressure on tomorrow's CPI number. It's going to be one of the most important CPI numbers we've had for many months, I think. And I I see Michael like laughing at me for for that comment, but.
The now CPI of the year. And now we we're coming off the bat of a low GDP number and a low payrolls number and power's starting to change its tune. So if that does come in, if, if it comes in low, then I think you you're really going to see this rate cut narrative propel very aggressively, which I think will be good for markets. If it comes in high, it's going to be pretty bad because you then still have inflation as a problem and you have economic data worsening.
So it's it's important. I think it's important. And The thing is like, it's weird because crypto seems to just move on like every macro headline right now, whereas macro isn't even moving on macro headlines because cryptos is trading like shit. So if the number if inflation comes in high tomorrow, crypto will. I bet you like stocks will be a little bit lower. Crypto will just nuke because it's just trading like shit right now. So it's important, I think.
It's bearish. Yeah, it's important. I take back what I said and even my calls turn bearish. I leave one week. I I leave one week and everybody here is a bear. I'm just saying it depends on the number. We don't know until until. Hold on. I'm kidding. You're right and it's true. It's true what Mando's saying. We we were the first people thing.
People think about doing the Iran Israel stuff, the first thing about Japan, the first thing again, when it comes to to this stuff, dude, I can't take it anymore. We're like the the the people taking the beating, man, every single day for every reason. What about like the market goes up because of? Aikman hasn't really moved.
We've been around 63K63K. Yeah, we're just going to go up and down because somebody posts that and goes like we're about to nuke and then we don't or this is converted, We're about to. RIP. And we don't. So I just think be careful. How many days is this like this whole period? In the same period. There you go, it's what's this? That's March, February, sorry, February 28th here and then same price nowaday today. So that's what it seems like.
It's just that you know what it is just that people are getting really hurt bad on alts and and that's a sentiment you're probably reading on the timeline. So I guess we'll wait for Powell to speak. You know, Powell just spoke CPI or inflation or whatever, all these numbers, dude, everyone on CT now is like APPICPI micro expert. Like two years ago it was just you two talking about it on this show and I acted like I understood what you were saying. And and now it's like everyone
and their mothers talks about. I mean, thread guy's about to probably host like CPI inflation print at 1:00 PM tomorrow. I mean, like he's got thread guy's about to plate, man. We have TG and AA giving us their fucking takes on the CPI tomorrow. Oh my God. I mean, Tyler, are you are you a big macro guy yourself or what? I I feel like when you're in the these crypto streets for so
long, you just have to be these. These CPI prints are appointment viewing and every time you know that exactly like OV said if it comes in .1% under like it's going to it's going to be a green candle. If it comes in .1% over it's going to be a red candle and everyone gets so worked up about it. I think Froak you just showed the the chart like we've run the it's so over we're so back cycle what six times in the in the last since February 28th
probably more. It feels like we're running it back every week and it it's exhausting. I think it's because you know that there's kind of a people think there's no narrative right now or the narratives are weak. I mean for me that the narratives are like the the ETFs and the institutions are coming to to buy Bitcoin that's going to raise all the boats. So I I'm I'm squarely with Mando. Just you know zoom out like I don't know if I'm as bullish as Raval Paul.
I don't know if anyone is as bullish as he is. I don't know if it's possible to speak more Polish than him. Just me. That's that's why I'm poor and my Co hosts are rich. But I mean Raul's pretty rich himself but that's because of his probably his career before that as well on top of this one. But yeah there's there's only one person that's that's just as stupid than bullish as as as. I mean, not as stupid. Sorry, I love Raul. Let me just put that out there. Stupid as me.
Bullish as him. But anyways, so there's that on that point in the market. So I guess we'll see where it's from. The other big news. I mean, dude, the AMC Jamie stuff is insane. I mean, we have, I feel like we just have to talk about it. Roaring Kitty is back and he has been tweeting. I have to say, at some point they get a lot.
And I was like, dude, like I'm tired of watching a different, like movie, like, you know, 32nd video every 30 minutes on the spot because that's what he's been doing, right? But one thing's insane to note, so he's had a million followers, so he was at 600K yesterday when I checked. So he's gaining a lot of momentum. So all these like reply guys for Michi and all these shit coins that are on my comments target those 500,000 stop replying to us on here. These are your new targets.
You go to who I just actually that's genius. Just came up with that. Y'all go to who like you know are starting to follow Roaring Kitty. The half a million retailers that he brought to X shill the shit out of them. OK, you understand everybody, this is who we're after right now. But anyways, so he's been posting every 30 and it's like a different clip. Mando, Ovi, are we going to run
this back or what? Like, can you explain to us what is going on that front AM, CGME, they're all halted like 12 times a day since yesterday. What's going on? I think it's bullish. I mean it's it's definitely people like I was going to post a ticket from that last from that last tweet that he did. I think it sounds like it's just GME again, but I think it's bullish just like for me, if you look at last in 2021, like the whole crazy silly season all
happened after GME. It happened after meme stocks. And then that's when he had the big doge pump, that's when he had meme coins then take off. Then NFTS took off. So it was kind of really what kick started the movement. And yes, I mean like you've already had meme coins take off this year. But to see, we haven't it felt
for everyone in crypto. It feels like we haven't seen the full retail inflow, but something like this would create it, you know, I mean this stock has raised three years of losses in the space of just two days and that can only be done with this retail inflow money into it and the same thing for AMC. So it's really hard not to think this is a bullish sign for
crypto, but it needs to sustain. You know, if this goes up and then it gets slacked back down tomorrow and then doesn't recover, there's just an, you know, a nothing burger really and you had a a hot 2nd to make some money. But if this gets sustained and you get close to all time highs in GameStop and you have this like big battle between retail and cloud five and all that kind of stuff, then I think it could be could be pretty interesting for both meme stocks and
inevitably crypto. Dude, AM CS up 100% today. Oh my God. Zoom. Out I think. I think you always said it's fine. Like I think. I think it's just a vibe shift. He's not mentioning crypto, but remember the last time you immediate this move then you saw Doge do like whatever it was 10X like. It's just the vibe shift. People will just keep saying like we're now we're coming back towards memes. It's the dominating crypto right now let's be honest.
And it felt like they probably become, I'm strongly in in macro are saying that this is the reason why power should raise rates because like memes are all coming back. But I think I think it's just like an FU like to just the general general state of things and I think this is like a medium term trend. So like, yeah, I think it's going to come back pretty strong. I think across markets. I think this, I'm not sure if it's like short term bullish for meme coins.
There's only certain meme coins which have really done well over this period and they're the ones related to kind of stocks, right? Like Yep, AMC Pump which is a a meme coin. You've had GME Pump, which is like a meme coin and but other things you might see like people actually leaving meme coins and like trading meme stocks. But in general, I just think it's just a sign that memes are
here to, like, stay. Do you think that the Pepe, so Pepe hit what all time high this morning, do you think that was related to this? I guess that was kind of my first order thinking that it was just a bet on the broader meme sector, you know, perhaps coming having more staying power folks thinking that the the GameStop crew is all coming in. Curious for your thoughts. We had that chat in a group
chat, right? Like I think that Pepe is is a more Reddit known meme as well like some if he if Roy and Kitty had posted a Pepe, it would have been like completely normal in my opinion. So my view is this that like it's a more broader well known meme. There's zero chance percent chance he'd post a dog with that but there's like an there's a something percent chance he'd post a Pepe right? Or that people are more aware of that in like the broader meme world.
Because I don't think any of the other memes have gone of this cycle have gone mainstream like with is not a mainstream meme and that's probably the biggest meme of this cycle. Whereas Pepe is. So I think people have gone for that because it's it's more normally friendly Now I I don't know if that's just the first move like me and Obi was speaking about like maybe you now see the other memes catch up because Pappy doesn't just rally by itself.
And I think what WIF does have is like a clean order book of everyone who's kind of in the money and those things can often pump really really strong if like I'm like the 2nd order of this sort of stuff. So Obi was like, well, maybe you should own WIF and said that's Solana even right now because it feels like that could pump them, but I don't know, but I think Pepe could keep going like Pepe's at 4 billion Pepe could easily. Go to 10. So easy in my opinion. I mean, it's also the the cat
sector is electric right now. You've got Elio Trades posting his entire meme coin thesis. His number one point is that the dog memes are going to underperform and he thinks the the the cats are are going to be the ones that that win here. So if you want to talk about like narrative following action just because it's roaring Kitty in his handle is kidding. Now the entire cat meme coin sector on Salama is going to
pump. It's a ridiculous sentence to say, but I mean we're we're seeing it right I guess some some. I think Popcat was one of the top movers jumped over 500 million yesterday. So I don't know it's got legs. It's going to be interesting to see who the winners are. Yeah, this is. Why? Because and Ovi did. We did a call. We actually did like a one hour long podcast with him in December. Well, you guys got beefed with Eerie or Tres. I didn't know that. No, it's not real.
It's not real Beef. It's gonna be beef. Where we basically was like, we're going to do a meme point show. And me and Ovi went on there and pitched him Pepe and Mug and a bunch of meme coins back in December. And he never posted it because he was like, he was too scared about getting like, his audience, like cancelling him for going with beam points. I'm just going to stick to game Fry and AI. Six months down the line, he's posting his thesis on cat coins.
And I'm like, dude, we gave you Pepe in December for your whole audience and you didn't want to do it. And now you're all in on cat coins. I'm like, oh this, This made me chuckle when I saw it. Yeah, I mean cat coins. It's a cat coin actually. Going to hit it, Billy, I think. I think there's a curse when it comes to cat coins. Maybe it's because they keep like taking from one another. I mean if you guys have to bet on like cat coin going a a billion, what do we think?
There's there's just so many. That's the problem, right? Yeah, that's exactly. Yeah. I was going to say exactly the same thing. Just so many. Who, Who? Who? Which one is going to hit it first? Mitchy is like oh God, what's? What's Mitchy at? I'm going to be Sick 2. 130. Mitchy is like the Anson pump. It's like the Anson pump, right? Yeah, that that one feels. And and it pumped up fun as well. Some people like that one. Holy shit, 232 million. Oh my God.
Then you have MU which is like the the cabal one it's. Like a whole different cabal. That's a whole different level of cabal in there. Cats and the dogs it wasn't. Any I bet on mid. Interesting. I mean Pop Cat's number one at 500 million, so it's just a 2X pop cat. Is cooking good? Well, look at that. That looks hot, dude. I don't do charts, mate. Good, actually. Maybe popcat. Actually, popcat probably do it. Half a billion, dude. Asia popcat, right?
Like all of the Asia communities behind it, I. Think well, are we going to forget about Mog? I mean, dude, Mog 2 is up there. I mean, it's at 200. I know it's not as close as Michi and and. I don't count it as a cat coin personally. Oh, OK. Sweet. Semi Cat coin, isn't it half? What? What do you think? It started off as the Hunter Biden PFP, then switched to Joycat. It's not the same cat coin as the other cat coins are, you know, the other ones are pure cat coins.
I think there's a lot more to mock than just it being a cat coin, so I don't think it gets recognized within that same bucket, but yeah. Yeah, I guess we'll see which one had said anyways, so, so those are the calls. But you know what there is there's only one duck and and hopefully he's going to a buck. I mean, Mando, you lost your whole reward system. It's in our, it's in our, it's, it's here, it's in the topics and I didn't. Know that would be big enough to reach the reach the topics.
But yeah, we we had built a new telegram, so. What are you up to? I was having Tell me the latest on Epic What What is my favorite meep coin Dave up to in this last two weeks? I don't know man. It's coming to these day. What did we do? Yeah, so this is, this is the coolest thing I think we've done, which is like it's gone a bit more like back move where you go with Telegram and you post or if you post on X, we've got a bot which live in the Telegram will just reward users.
So kind of similar to how other people have done rewards programs for this sort of stuff like if you're an active community member or if you're posting about your bags or building engagement then you're going to get rewards. So it's about 45 K epic a week And if you just log it, if you just go on to the Telegram you connect it to your Twitter account and you can even give it your your your wallet address although we'll do that manually too.
But then if you're it'll automatically work out if you're like building engagement for our own tweets and then if you're an act if like telegram user or like randomly distribute rewards. So it got a lot of like good heat in our Telegram. Like people are like wow this is
like a bit of a game changer. I I don't know where you know like I think we kind of found a way to get around like the Twitter API got some random guy in Germany who like built it all for us. So it's like AI think it's good, good like proprietary tech. Now for for like Epic. Oh, shit. You want Game 5 now? You're doing Social Fi now. OK, OK. OK, man, we. Were just doing fun this is this is now just like to to to give people rewards basically.
It's not crazy amounts. It's not like PAC Moon where it's like 2/3 of the amount is still to come. But it's enough, I think, to like if you're just posting about epic rule of Telegram because you're going to get, you're going to get coins. Yeah.
But yeah, I'm working my ass off basically Is is the long and short of that like creating a mean coin is not easy but we've got another we've got another couple of listings we we've had like a whole team around it now like full mods the community positions as well the the Twitter account is like most engagement it's had in in weeks this last week like really building that up. But yeah, price lower vibes, vibes higher is, is basically where we're at.
You know I've got I've got a new bullet point to to add to the road map and I think I speak for a lot of folks We we need the epic Twitter account as a as a fancy top hero. Like, Can you imagine the scores? Some of the some of the meme point interns would just smash on a fancy top and it could just light the the entire social fire sector on fire. Dude, that is so funny. We asked about it. We asked about it actually because then we actually asked about it for rec guy, didn't we?
Oh, it's up. I think we're planning on doing this like they are doing this the next rate. This is communities, I think as well, right? Like. My God. Oh God. I think, well I heard well, I heard them talk about clans because they tweeted about that. So they talk about like clans where like you, you can clan up behind like, you know, whatever, say Ruggedo Clan, which is Ruggedo Creator is all teaming up together or whatever. You know what I mean? Like it's like they talk about
clans. So that could be interesting. Speaking of which, I mean, Tyler, I'll go to you, what's the TLDR in Fantasy top? You put a really good tweet out about the volume yesterday. I'll share on the screen. But give us the give us the rundown on Fantasy Top, where it's at and what's going on this week. Yeah, here's what's happening in in Fantasy Top. I mean highest level. It's the main show in town there. There's nothing happening across NFTS really and crypto right now.
So Fantasy Stop Top is the show they did 1900 ETH in volume yesterday. That's $5.6 million. For some perspective that is nearly 2X the entire volume of the Solana NFT ecosystem and it is neck and neck with what the Ethereum NFT Ecosol WASH adjusted as well as Bitcoin. So it it is literally right right up there with the entire Bitcoin NFT ecosystems in demand in volume right now. And part of this is because of their their flurry of
announcements yesterday. So they did announce their new stars capped competition that is going to launch this this Thursday. Another 111,000 in blast gold in prizes. I'll talk a little bit more about what that means here. In a second. They released a new hero score algorithm. We don't really know a whole lot about that. We do know Main Tournament 2 is now launching at 5:00 PM Eastern today. So all your favorite influencers, they're going to go quiet today.
They're saving all their their best tweets. I'm drafting. So I We're going to see a scramble. Oh, and then then they won the Blast Jackpot last night. These things keep hitting, like right after I go to bed, But I think it was around like 10:00 PM Eastern Blast Jackpot 81, roughly 500,000 Blast gold. Yeah, you want to go get that? It was about like 3.2 gold per card that you had. So I got screwed because I actually levelled up about 30 cards because like, I'm I'm I'm
going to try to win this main. Tournament last night. So I made some epic cards, so I I lost some gold. So we're going to try to make up for it in the tourney. Yeah, Let's see what you got here. Where? Where do we see how much I want? Oh, you have to be in your in your wallet connected, did you? Have you? Did you export?
Yeah, hopefully you export. OK, well I mean the the big news I think is the stars cap competition because this means they're going to be running concurrent tournaments which you know the the direct impact here is supply crunch. So depending how many entries each tournament gets, let's say 10,000 entries in the main, 10,000 in the stars capped, that's 100,000 carts locked in those index for those two
tournaments. So that's going to cut the the flow and supply pretty significantly and it's it evens the playing field to a degree. So it's stars capped. It means 20 stars total across your five players. Which means you have to play some of the two star, three star floor fluencers or or mid fluencers. Hold on. Hold on. How about two stars? What are you calling me here?
Oh oh you're you're you're going to be a pretty popular play I think in the the the stars capped competition coming up but it it it, it does level the playing field. So like in the main tournament, like let's just be honest, like the whales can steamroll their way to the top. Like if if you just want to buy 5 legendaries or the most the the top epic cards, you can pretty much guarantee a good finish. It's not going to be like that in in the in the stars, in the common cap.
So I think we're going to see like the heroes 2 are going to be the absolute wild cards because a lot of them kind of came out low two and three stars and folks were able to buy them somewhat cheap in the last few days. So you're going to be able to make a decent deck, but some are probably between 0.3 and 0.5 ETH.
Which is great for the game because I think the worst thing that can happen is this turn into just a whales game where you need 20 ETH or more to to play and run out a decent team. If that's the case, you know we're going to see some of the the primary interest in this app start to dissipate pretty quickly. What's Mando? I bought 2 mando cards last night. I'm trying to start your yeah, yeah of course dude. I see. I'm not like Ovi. Ovi's still sleeping on me. I buy my Co host.
You know, I buy my Co host I haven't bought. I haven't bought Tyler yet because the new heroes are way too expensive. Like the inflation is so low. I think there's like, what, 10 Tyler cards? Hey, I had like too many cards out yesterday. I want more cards out there. Let's just let's just say that. That's crazy. But the the the secret is to bid right? That that's the trick, right? Because you you always see, actually, let me pick up another one here. There you go.
But. But that's the secret. I mean, Mando, how does it feel? How does it feel to be a hero? It feels good. I mean, I would have been if I'd sorted myself out for for number one small. I've just been unbelievably busy with this. Bloody duck that. That. Happened to spend enough time on this thing, but like I maybe I should. I do have a quite a lot of ETH actually on blast now. This fucking ETH that I fucking hate ETH right now. But it's all on blast.
I should I should get involved, shouldn't I? What should I be buying this time? So I should be buying mid fluences basically. Yeah. So yeah, what's the new alpha right now with V 0.3, Tyler? Like what do we I wish we should be buying? Yeah, under that I wish I could give you the specific alpha. So part of the complaints about this game is the scoring algorithm is this black box and we're all firing thousands of dollars at this tournament and we don't know exactly how the scoring works.
But in in theory what they're going to do is detract from botted accounts and then they're going to level the playing fields. So for bigger accounts who perhaps have a lot of followers but they're not all that active, you're not going to get dinged as much for that. So they're they are effectively changing the reach score. So like this should be a positive for you for you know,
300,000 plus followers. I think you were scoring perhaps a little bit lower in the in the earlier iterations of the score. That should be changed now. There was this consensus that posting quality over quantity was going to be rewarded heavily as well. That's in question for me now. Like a a big account like Deez, if Deez wants to tweet 200 times per day, 300 times per day with his reach, I think I think he's going to score pretty well just based on on pure views that he's
going to pull from that. So I don't know it it definitely changes a a bit of this for me for like some of the the folks like Jen Wardaddy where they were, you know they had, they were some of the very top scorers. I think they will still do very well, but I don't know like the whale or some of the bigger accounts are now positioned to have higher scores. That's my read. But we're not even going to know until the end of this next tournament. What do you what's your take on
all this, Olivia? I mean, I know you're deep too. Yeah, I I agree. I think if it's true, I don't know if the do you know Tyler if the implementations are now in place with the current scores? What? I mean, they made a little murky. They said they're going to, like, start slow rolling it out.
It's slow rolling. Yeah. So I don't that's the that's the thing to to bear in mind because like if, yeah, like people with more followers definitely got a bit more docked and if you had like a high engagement to follower ratio, you did pretty well. But if that's now changed on paper, it should mean people like Ansome or Greg or people with like higher followers will
will get back to the top again. But I just don't know if they've implemented that already or not because there are scores back on the platform. But it's tough to really judge. So yeah, I don't know, I don't know what the right strategy is to be honest with you. I think part of me thinks you want to go for like, I think the last tournament you did well for going for like up and comers. I think this next tournament you're going to do better going for like the more well known
people. I feel like also people are playing games out there as well, man. Like I see some people who haven't tweeted for the last few days and their scores are down big. But I know they're probably going to pick themselves and turn it on when it starts again. Yeah, whereas maybe some people are quite high right now and and maybe drop into the tournament, I don't know. But yeah, it's a it's there's a lot of a lot of smoking mirrors, I'd say.
So what's you guys is starting line UPS this week and there's a tournament coming up. What? What are we? What are we? What are you guys starting this week? I've got Wardaddy, Legendary Big Dick. Tail whale. Yeah, big big Dick, Bull, Ray, Cyrus, Epic, Cyrus said. The one. He's like low on points right now, but he did pretty well for me last time. I've got Greg, Greg, Ray, and at the moment I'm starting myself an epic version of myself. Hmm. What are you doing, Mando you,
you, you you you playing. I I just haven't looked. I'm just not the guy. I'm not the guy right now. But I will. I I kind of get my strategy. I think I don't know who I go with. I'm I'm very bullish on on on my favorite meme coin dev too focused on building his meme coin than playing fantasy top. So just keep it that way. What about what about you Tyler? What? Who you start?
Yeah, I've I've been putting a lot of time and some capital into this one since I rolled your legendary SO55 common Fer Oaks pulled into a legendary that changed my entire view of this game. So I've got I'm going to roll you out. I'm going to start an NFT stats good buddy. I I thought he might take a a back seat in the second round but I think he's too competitive so I think he's going to be good. I've got an epic of his going to run out. Jen, I think she's too good to sit.
I'm going back and forth. Seneca I think is going to be super chalk chalk here meaning I think he's going to be one of the most commonly played cards out there. But I think he might be too good to sit and then Celkus may be my wild card. I think it's going to be a huge week for political crypto and he could absolutely go viral with with the right post. I think he's going to respond to that, to the op-ed from the block that that was published on Sunday. He's been kind of alluding to
that. So if he drops a somewhat strong or controversial response to that, I think he could, he could put up some good views here. So I'm looking at him too. All right, all right. Dude. I can't believe you got my Legendary out of putting 5 comments together. It's 0.1% chance of doing that. One in 1000, Yeah, what a pull. That's what a sign. What a sign like 3 days before joining the show too, which is pretty sick so I can't wait. All right, I got I got some
updating too. I'm trying to upgrade my own self to a epic so I can just play myself epic, but playing myself rare is not that great. But I can't wait. I can't not wait. We're going to war. We're going to war this week, lads. Actually Thursday. We also have a common tournament, so it's comments only, which is really cool, right? Because it allows for like more
people participating. One thing I like a lot with Travis Bickle and his team is like they always say, our goal is to make sure that you can always play with .1 ETH and that's their goal. And so they're really doing that, which is awesome. And I see someone who has a referral code. I mean you can use mine for Roque or Tyler. I'm assuming is Tyler or Mando is Mando and OVSOSF. It's always like that, right? I think they used our first names as like as code.
So it's super cool. I wonder what it means though. I mean, Mando, if if Mando's about to ape into this game, I referred him on here. It says Mando was my fourth referral. So Mando spent as much money as possible on this fantasy. Top is a future of friends and. PAC Moon, I've got to decide. That will pack. I mean PAC Moon, dude, PAC Moon. I mean, what's PAC Moon that? Guys, it's off the highs. It's back to it's old since I it's 100. And 30.
That's OK, that's that's a little another thing anyway. So that's that. And then in the other news, I mean on the NFT side, you had Luca announcing this past week right. Target. And also now GameStop as this morning there's gonna be pudgy toys at GameStop. What a perfect time to announce that it's an excellent. And now that they sold 1,000,000 toys, guys. A million. That's a lot. Yeah, a million. Like a lot of people really don't.
Was like, yeah, it's like the holders going and sweeping the floors in real life dude. There's way more than the million. Like, yeah, I mean, there's not as many like holders. There's a million toys to sell. So, so, so that person said, I'm using Mando's code, 'cause I'm an epic whale. There you go. See. Yeah, yeah, it's. There you go. Epic is transcendent across across the board. You'd love to see.