FOMO HOUR 145 - WE SURVIVED! - podcast episode cover

FOMO HOUR 145 - WE SURVIVED!

Jun 25, 202447 minSeason 4Ep. 145
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Episode description

BTC bounces back above $61k after nosedive. SOL leads majors, BTC dominance falls. BTC RSI hit 18, largest net selling day in over a year. $174m ETF outflow led by GBTC. German government sells $24m more more BTC. Mt Gox info probably ‘leaked to insiders’. Mr 100 buys dip for first time in 34 days. SOL leads Moonpay transactions for 5th week. Trump may speak at Bitcoin Nashville. Biden rehires crypto advisor. Crypto & AI complement each other: Balaji. Bitcoin will protect AI’s wealth: Pomp. Tether stops minting on Algorand & EOS. Jupiter launches v3 swaps. ETH Foundation mailing list gets leaked. Jump CEO resigns after CFTC investigation. 54% of Japanese institutional investors want BTC. Strike launches in UK. MiCA approved EUR stablecoins coming in 6 days.

Transcript

Yo-yo, yo, what up? What up? Good morning. Good morning, G&G. What day is it? Tuesday, June 25th, 2024. All over the timeline. Look at that. Another beautiful day to have a beautiful day. I got my clothes to the house. Tyler Mando, how you guys doing today? Doing awesome, man. We had a bit of a pump. We're finally back, it seems. Well, I guess we're actually where we basically did the show

yesterday. But in between then it all got a little bit messy and then rebounded pretty nicely. I mean, not Bitcoin, but on the outside of the memes were definitely not where we started the show yesterday, Mango and I'm sure we'll talk about that. Tyler, how you doing today? It's AGM. It's a green morning out there for Roke. It is hellish outside in Chicago. We don't care. The coins are up. We are feeling good, at least here for today. It's crazy your your room.

I've never seen it this dark. It's like you must be really stormy. The. Apocalypse. Yeah, what it's what time is it? Is it? Is it 9:00 AM in Chicago 9? AM central the sun should be yeah should be up and sharing, but it's. Not oh man, let me tell you something. Europe. I know I say we repeat myself every day. Europe is paradise. Europe is paradise, man. Who knows? But it's honestly, it's so good. I I need to move back here. I never want. It works. Yeah, you're right.

But it's it that's, that's a whole other thing here over here, but for another time anyways, that'll show today, today, today. I mean, what do we, what do we have today? Mando's market report. It's a little, little market talk. I'm sure it's going to be definitely less grim than yesterday, that's for sure. And we're still back talk about that Tyler. Tyler probably has a top 300 today. Tyler's top 300 get into what what's going on on that front Bunch of shit, that's for sure.

And then last but not least, robot spins again will be picking two people. Two people get 2 lucky winners on the robot spins and as usual this show this powered by Moodpay to buy a site crypto with PayPal, download the Moodpay app and fair site network on X block coverage for drain scams and more. Anyways anyways Mando do we have the jiggles now? Sims do do the jiggles work yet? I got Tyler's working but not Mando's yet sadly. Favoritism out there already, It's unbelievable.

I'm only doing it so that he sings. I'm forcing him to sing. That's what it is. Yeah, that's that fable. He is the man Macro daddy of the land Mando. So yes, it's a good day. Bitcoin has slightly underperformed. So I think we're we're kind of where the show happened, but Bitcoin dominance came down a decent amount. It touched 58 ish Ki think 58 1/2, but then has now rebounded above that 60K level of support, which I think a lot of people were looking at. Interestingly, altcoins have

really outperformed. E has slightly outperformed, but it's really Solana down which is which is really, really ripped. Sol is up about 10% on the day back up to 137 area and all the major memes also completely ripped on eats Sol you had mog going near all time high. You had Cafe rebounding nicely with I think has rebounded about 2530% and then a bunch of epic memes slightly lower down also have had a decent move. So yeah, good a good day for for memes and altcoins in general,

but particularly meme coins. I would say who which had had been beaten up pretty badly over the last couple of weeks. So they all rebounded pretty strongly in terms of there was a bunch of news actually that came out over the last 24 hours. Wild. And a kind of a cross chain. So Bitcoin in this move actually hit the lowest RSI. It's hitting over a year, hitting RSI of 18.

We're back into fear on the Bitcoin greed and fear and greed index, which I think was kind of wild and had the largest net selling day in over a year. Two, you did see another pretty significant outflow from the ETF, but that was mainly driven by Grayscale. I think 175 or million kind of exited. The majority of that was from Grayscale. The German government has come out and, and is going to sell another 24,000,000 it looks like today. So they're kind of not done.

There's a lot of takes that we spoke about yesterday about whether Mount Cox news was already known by important people in the space. And I, I, I kind of think it, it was. And that probably means why we've had this, this underperformance versus macro for the last couple of months. So I was kind of unsurprised to see us bounce. You saw Mr. 100, the guy comes in and buys 100 Bitcoin. Is he back? He's back after a 30. Let's go. Yeah, he came back and started. Mr. 100 is back.

Yeah, he started buying and in general I think a lot of people just saw that as a as a good buying opportunity, particularly for Bitcoin very oversold like I said, a very big down day on the back of that and a nice little leverage flush out as well. So you saw close to 500 million liquidations actually over that, over that period. So just a decent, decent move for people to get involved and you've seen a lot of, I think a lot of smarter traders kind of loading up in the last 24 hours.

In terms of the other other chains, Solana had a significant piece of news which came out basically in the last 30 minutes, which is they are they've introduced something called Link, which is going to allow you to buy any, any coin on Solana through X. You don't have to leave XXSURUX. You do have to turn something else on in your phantom for to allow experimental features. So if you don't have that on in your phantom, it might block you from doing it.

But it's super simple. In fact, I literally just sent something out for Epic for it. You can just click on it and it says you want to buy $10, a $100, a $1000 and then you just, you can just quickly click buy and it's done. It just pops up as a phantom notification.

So I think this is really interesting in my opinion, because this again, this ease of marketing, I think could lead to a similar sort of situation like pump where if you, if you were now to link this to referral systems, right, imagine your influencers could refer could be like right coin and it's as instant. It's so instantly native to X that people are going to, I imagine, integrate referrals

straight into their their posts. And I think this could be, this could really actually make marketing around meme coins go even more instant and financialised. Like people are going to really work out like what is who's driving what directly from it. So that's why see, see, this is going now, this has just made another hurdle for X even easier in terms of transfers. And I think it's going to make marketing for these sort of stuff super easy as well.

So I think that's a very, very interesting development. And Salon had already been rallying. Maybe people knew about this was going to come out. So you already saw a reaction. But I would say this is.

This is definitely a. A. A. Step change I would say in how things could be marketed because remember X has been trying to do it's own payments, payments this sort of stuff like it feels as though Salon is just doing it without the permission is going to build on top of it anyway so. I love it, I love it.

It's, it's pretty interesting to see and I was saying to Faro before we went live, you can only really do this on Solana, You could do this on L2, but it feels Solana, this sort of integration like this can happen on the ETL one. So I think just the idea that it's the fastest, cheapest. Look at this. It just allows them to do these sort of things, like whenever you feel like a narrative is about to fall away, they're able to like, I don't know, just being in that. Position.

This is why we were super bullish on Forecaster and frames and Digen. This was the whole narrative of Forecaster Frames and Digen bought on an app that we actually use now all the time. And that's no shaded forecaster. It's just like, right? Yeah, exactly. So this makes it super easy for people and I think people feel familiar with Phantom, so this is going to work very easily. It's obviously going through Jupiter as well.

I just think this is, this is a, this is a, a, a big, big thing for Solana. So good to see that that that bounce obviously had been underperforming for a while. We had some movement on the ETFs today. So it looks like they are almost guaranteed to be about a week from today. So there's obviously a wild range of a wide range of takes on the back of that, a wild wide range of takes. Kang saying we're going to drop 30% on ETH when he's going to lie.

Meadow has opinions there. Let me tell you guys this one second. Let me tell everybody, this Meadow has strong opinions on that topic. No, I just had a strong, strong opinions on this. Like remember who was saying stuff like I literally saw people posting 48 K next and then I literally read a post from the same person today be like always loved Pepe. I'm like, what? Yeah, it's kind of kind of wild

to see. So I not not that I don't think you know, people can have diverging views, but I think have a bit of a memory, right, like can't be, can't be flip flopping that hard in 24 hours. So I think it's a decent bounce to buy. I I think this could last even if, you know, we we come back and retest 60K area. I think this feels like a sort of bounce that will last more than just a day. Like I don't I think you've got a bit more in this one. So I will be I would let your

winners run here. That's basically what I'm saying. If you bought anything yesterday, I would hover against selling because I think we're going to have a bit more of a bounce than just what we've seen. That's that's when you see that sort of a leverage floss out. You see, you see Rs, the RSI hit 18, you see big. Can you? Can I, can I stop you there one second? Can you explain the RSI stuff? Because that's used a lot in the by people in general and I see everyone like asking what is

RSI? Nobody wants to fucking take a minute to explain it to people. Like can you explain what this RSI thing is? Yeah. So it's the relative strength index. It, it basically takes an an average of the moves of the last. You have to have different time ranges. But let's say 12 days is a very common RSI six days or 24 days and looks at the strength of

those moves. And if something then can be overbought or oversold and Bitcoin hit 18, anything below 20 would be very over oversold, particularly for someone like Bitcoin. And anything over 80 would be very overbought. So if an RSI is generally below 20 or above 80, you should start paying attention to it because it probably means you're about 90% of the way into the move, maybe even like 99% of the way. So what this tells you is we're probably set up for a short term bounce.

Interestingly, that was on Bitcoin as well. So and all coins outperformed. So if Bitcoin now goes to 62 or 63 K on this bounce, I actually think all coins could move even further because they've really got some strength on this bounce. So like if let's say Bitcoin goes up here to 63 Ki, think Solana could go to like 150. That's basically what I'm saying here, like. That was interesting, the strength yesterday right? Like that strength shown when Bitcoin really dumped to like

sub 60K? Feels like it was way oversold. Right. So, So what was interesting is that altcoins outperformed even with Bitcoin suddenly looking oversold. So I like this bounce. I don't know if we're going I, I think it's very easy. We, we could retest 60K, but I think we're going to like 63 to 65 K next. That's just my, that's just my gut here. And I think all coins will

outperform. So that's why I'm saying if you bought anything yesterday, I would probably hold off on the trigger for selling because I think all coins will probably outperform. And that that even right now also looks like meme coins will outperform. Like it looks like Mogg's about to hit all time high. It looks like Pepe's breaking out now for a range it's been in for a while with it's been revived suddenly OSF calling for board at Yacht Club Vibe. Yeah. I saw that. Yeah.

I saw Tyler's laughing. What are you? What are you laughing at, motherfucker? Tyler, what do you think of that? So I'm trying to take this all in so you, you know me. I'm, I'm pretty much a perma bull and I don't want to be bearish at the bottom, but like I'm in a personal training position where I'm, I'm thinking I'm going to get a fairly healthy blast AirDrop tomorrow. I'm actively thinking of where to, to deploy that. And with the, I feel like there's still so much volatility.

So like the ETTFS, are we going to pump into it and then dump like we did on, on Bitcoin? And that's still, I think, ingrained in our memories. So does it make more sense to wait to, to if you're not already in position? I'm not saying sell, but if you're, if you're out of position, like do you wait until then? We, we still have the, the German government dumping Bitcoin daily, the Mount Gox stuff.

So I, I haven't made-up my mind if it makes sense to to stay on the sidelines and wait or just, you know, ape everything in the next two days. Ape everything in the next two days, brother. Just just gotta gamble more, you know? Just gotta, just gotta OK NFA. Yeah, one thing, one thing I've learned about crypto over the last couple months, it's, it's very much been down the stairs,

up the elevator. Like if you even the last six months, like if you missed the periods of it going up, you can be sitting there waiting for months in a chop where we gradually go lower, gradually go lower.

So if you feel like it's got momentum, then I, yeah, you can very easily miss it. I don't know what there's some stat about the number of days we've been up versus the days down or sideways, but the gains generally take place in crypto within a week, two weeks and then everyone calls for 150K Bitcoin and then we go sideways for the next six months. So I'm not saying we're going to break the all time high, but like if it's got good momentum generally don't fade it.

Yeah, you really cannot miss these updates. I mean, MOG is showing it right now. It went from like 3:50 to 5:20 and. Two days and right before that, let's remember it went it like that last big dip was like $160 million and then doubled after that. Wild. Yeah. So I think that's what I generally say here is that if you bought anything yesterday or if you haven't bought anything, I think this has got legs and I think some altcoins will really regain some of the ground they

lost. Like I genuinely think someone could go to 150 in the next in the next day or two just on this bounce and then. We'll. Then we'll decide where it goes from there. You heard it here, you hit it here. The man whose coin is up 65% in 24 hours. Big day the. Man, big day I. Mean I didn't, I didn't chill epic once. I'm just telling you that I think this is going to, you know. What it is, you didn't chill it, but I am chilling it. But but but you are.

You're epic behind your head the whole fucking show. And I'm shilling it at all. You stop, you stop. Shilled it when you said that you applied for the phantom shit for Epic. That's just. Being a good dev. Exactly see, I love that. I mean, I mean, Tyler, what what are your I mean, there's a lot to unpack here, but what are you? What are your thoughts? Saw you tweet also about the top performing coins this morning. And then what are your thoughts

on the whole Solana blink stuff? I mean, this is this is really freaking awesome. And you were talking about it maybe not being rich for forecaster, but like, what do you, what do you think? I I do think forecaster is is

facing a little bit of trouble. Don't want to throw shade at them, but my take away was that frames was their primary differentiator and now blinks, you know, feels like that product, if if not better and and more flexible and you can integrate it on X and that that is a big deal.

I think that there's been so much tribalism and like fighting between ETH and Solana Max's. And in fact, there's this, there's this thought in the market that Solana is the the left curved chain, it's the D Gen. chain. But guess what, like real innovation is being driven on Solana like right now, like that is undeniable and I mean it. It is to me, it's already cemented its place as the top three blockchain like the the IT is the big three Bitcoin, Ethan

Solana right now. I don't know if another one is another L1 is going to make it into that conversation. Do we need another one? Who knows, maybe it'll be monad. Time will tell. But Solana is there and I don't really see how it gets displaced, you know, unless some accused or Black Swan the blockchain stops working type situation. But I don't know how you you couldn't be dysmax bullish on Solana with this set up right now. It's it's really, really, really

wild. You obviously love to see it. So I'm just posting the broadcast link 'cause I usual lady and gentlemen, ladies and gentlemen, we are live on video. Let me post that that's that yeah, the blink shed is super sick. I think it's going to bring a ton of people to this space. But anyways, I I hear that, I hear that Mendo's, I hear that Mando's Jingle is back. We've already had you. But Mando, I kind of want to run it back. It's kind of elicit the Jingle. Did we fix that Sips? I

don't. Know should I do it again? Oh my God no, I think, I think we're fired. But listen, I, I, I love what you shared. Thank you for saving my ass. Also, I would have been kicking myself today. Margarita, Margarita. Margarita, I got to say, this place is fire. This is this place is a lot of fun, that's for sure. Lot of margaritas, lot of lot of marks. You know, tequila's really a fun drink. Anyways, I'm hearing that we do have Tyler's Tyler's Jingle as

well. So why don't we write it to Tyler's 300 Sims 4 Jelly NFT and Crypto analysis Tyler. D on four more hour. Calls the kid. Can't. Bring the bachelor bears. Wow, I didn't realize how much I missed that Jingle. Love having it back. We'll go top seven today. Top story. The memes are rallying hard after many prematurely victory lapped their death. Those calls were were clearly premature. Mog Popcap Michi top performers epic up 60% as well.

Trump is in talks to speak at Bitcoin Nashville at the end of this month, that is, or in in the end of July rather. We saw the Poly fi tokens pump 20 to 40% as well on the day. So big day in politics Deck Screener launched its new Moon Shot product. This is a pump dot fun competitor and already 75,000 tokens launched on day one. So the token launches are not slowing down BLAST. They introduced Blast Foundation. This is created to help achieve the Blast vision.

It has been managed up until now by this Blast development company called Arcade Research that was also debuted yesterday. We don't know anything else. More information to come by tomorrow. In NFT World, Truth unveiled its portals, allowing its community and potentially other NFT collections to bridge NFTS to other chains like Arbitron Base or Blast. The NFT leaders did see some green across chains, up about two to 4%. We saw 250 ETH hoodie punk sale overnight.

Biggest sale in punks in quite some time. We saw Doctor disrespect terminated from midnight society. Those founder past NMTS did fall about 75% on those news. Then we hit the breaking news this morning, but we'll hit it one more time. Slot has rolled out blanks. It's their blockchain links. It's a new primitive transforms all on chain actions into

shareable links. Anywhere you can share a link on the Internet, you can initiate slot actions even on X. So that is the rundown a few a few big areas we can dive into. Yeah, I mean, there's definitely a lot to unpack here. Let's let's start with, let's start with this like moon shot thing. I found that was the most fascinating thing 'cause I kind of oversaw that yesterday on the timeline. So Dex reader launched a popped off fun competitor. 75,000 tokens guys.

It's too many. What the hell? Stupid tokens may know you, you may know it's better than me. I believe it's almost a carbon copy so it it's a very similar set up. Too pumped up fun, no pre sale, no insiders, everything's fixed. 1 billion supply. They're saying it's audited and unruggable. I believe it. It works on the same bonding

curve. Once the market cap reaches 500 and solo which is $64,000 then that is when it migrates to Radium. They offer an additional burn on top of that as a deflationary boost. So up to 200 million tokens are burned.

I think perhaps the other differentiator here is they are giving out free enhanced token info to all the moon shot tokens, which gives them a better shot to trend on deck Screener. So right there they are giving an inherent advantage to the these moon shot tokens and their discoverability on decks versus the pump dot fun ones.

So that's going to be an interesting twist because like for folks like me, I'm not deep in the pump dot fun streets, not super deep in the trenches, but still actively trading. I do somewhat rely on deck Screener as a way of discovering these tokens and if the moon shot ones are going to get the edge. I mean that does feel like it. It won't be somewhat of a big deal. This is huge deal. Yeah, look, I think this is similar to to what we just saw with with blinks, right.

If you meet users where they are every single day and you're able to create a product that they can they can use Pumped Up Fun. Is is is a website in of itself. But like most people who are trading on Pumped Up Fun are actually trading on on Photon or they're using what's the other one of those trading apps that everyone uses? No. There's another one, but anyway, look like this feels like a native way for people to interact again with meme coins.

So I think they've got a good shot challenging. I know some people are are in the pump dot fun streets and they said they haven't really seen that many winners. So maybe we need some more winners out of these coins. Not many of them have, I guess with pumped offline, you don't really see that either, but it feels as though that they haven't. None of these have just randomly just gone to 10 million or something like that, that they've all kind of been rugged almost instantly.

But so maybe maybe that changes. I think also that it's a slightly lower threshold for the for the LP, which means it makes it even more liable to like basically rugs or or things getting absolutely smashed lower. So that makes them slightly more volatile. So that's that's one of the the main changes. But I think they got a shot. You know, we've seen a few attempts at this. I think Wales market have tried

something similar, right? And it didn't really take off Dex. If there's one site that has a shot doing this, it's Dex Screener. So let's see how. Many. Are you guys seeing how many? I'm sharing my screen right now? If you're watching a video, you're seeing the moon shot interface on. If you click finalize you can see how many made it like I was. I was trying it out last night and the interface is still pretty dog shit. Like compared to pump dot fun, it's not normally friendly at

all. Like the one problem that I've always had with Dex is that like trading from a photon wallet, it's sluggish, it's slow, it's it's terrible. Whereas on pump dot fun you just go on there. You can buy your meme coins and you can wait and see if they hit the radiant pool or not and if they transfer, but you can buy and sell within that same portfolio area. Like it's so piss easy. This is not easy. It's really slow and as Mando said, like using photon and

other apps is so much easier. Just been able to take the CA from pump and throw it into photon and buy it there. Eventually that will come. The biggest chance that this has is absolutely the fact that it's it puts like a little moon. If you go to decks for Oak you'll see it it's. Crazy how easy they've made it to launch a fucking token guys you. Also get a little, you get a little logo next to it to say that it's come from here, so it kind. Of looks like a little.

Yeah, it looks like a little shitty butterfly little Twitter, but that's. Like of course Sims is an expert yo man of course Sims is a fucking all over this thing bro. You get. You live. While you're buying while. You're like, I was just. I was just. Checking it out for a couple of hours. I was checking it out all night, 12 hours. Like I I cracked open a bottle of buggy whiskey and. It was on in the background, you know, stop you. Know, you fucker, you know.

Oh my God. As you're buying it, that's the big thing. As you're buying and as the polls starting up, they instantly go to the top. You know where it says like what's trending and stuff on decks, it instantly throws them up to the top of decks. So discoverability is going to be fantastic. I think it takes one DBTA celebrity to say I've launched a coin on Moon Shot or launched a coin on Decks, and then everyone knows about it because right now everyone and Sahil's pushing on

fuckingpump.com. Yeah, we talk about Sahil. This is his fucking. It's Sahil Summer. It's Sahil's world. We're. Still guys just idolizing Sahil. He's calling LeBron. He's calling 20. I guess Sahil got me. Whoops. What he said, what he said. 2024 On some I died laughing cried laughing guys. This guy is like launching a rugged celebrity coins like every day right now. So Jason Derülo Oh, maybe not

rugging. So I don't want to go and say rugged because I don't know the latest because I haven't tapped it. What is it Tyler? How many coins like Travis Barker? Yeah, if you see a random celeb coin, it's probably Sahil at this point. And I think he does his pattern as he sells pretty early and then you you see if the IT can last beyond his cell. Most don't. Apparently Jason, Jason got an A little bit of extra longevity.

I didn't check on it this morning because he came out Derulo came out and said he bought some. And then there was a spaces ruining I think with Mario and Offal yesterday. They they were titled that Jason had sold his tokens. I actually, I was not in the weeds on this. So I don't know if he sold them or not. If he does, if he did just a day after publicly saying he was buying, if that is a a fairly bad look. Well, we've talked about the sled meta a lot. I mean you still you got to be

really careful on on these ones. How much do they make anything? Like how much is Jason Derülo making here? Like do you think there's $0.50 screenshots for real or not? It made me laugh because you've got Dorillo who's net worth something like 16 mil and then when he first tweets that he's taking it over, he's like bought 20 K guys. I know 20K, he's got 16 mil. And I said set up an Instagram. I'm yodoing fucking millions of the fucking meme coins. Bought 20K boys. I'm behind you.

Let's go CTO. Fuck yeah, I don't. Think they can be making that much like at at these lower market cap, market caps are these tokens they're getting to unless they're getting paid to do it. I don't think less than a million. I mean, there's not, not saying 100,000, not a lot, but. He said he was the top, the top owner on the contract. He he was the top wallet and then someone caught him out. I saw it tweeted last night on Space and then went, do you have

any more wallets anyway? Yeah. And then are you going to are you going to talk about it? Well, I guess I have done now as if he's going to sell on some external wallets. Oh, no. Can we just start? Can we just talk about this for a second? Hold on. Speaking of Jason Derülo, can we talk about fuck every tweet a lot? Can we talk about this? Just don't show them. No, can't reply for. God's sake. No way is there no is there?

Is there? No. The one that I texted you has to say don't, no, no. No, no, no, no, no, no, no, no, no, no, no, no, no, no, no. No, no, no, no, no, no, no, no, no, no. No, no, no. No, no, no, no, no, no, no, no, no no. Jason Derülo thinking maybe I should have the biggest holder of Jason coming out with me in LA. What do you guys think? Wizard of Soho, biggest holder of Jason should be allowed to pipe you down on demand. That's just. That's true utility. Guys, this summer is the most

absurd summer ever. Like the market just tanking everybody going Max bearish, including myself. Like capitulating buy back celebrity who's rugging beam coins left or right like the ETFs blast tomorrow. I mean, Tyler, let's go to that. Tell us more about this Blast Foundation. Shape meme coins are flying. You see this? No, I'm not, I'm not, I'm not. Oh my God, Mog is going ridiculous. Whiff's about to breakthrough 22. Oh wow, so MOG is basically an all time high here.

Wow. That base has broken out through its recent range like they are really going for it now. Oh my Lord, what is Ethereum is pumping too? You'd love to see it, 3400. Oh, the ETFs. They're coming. Oh my God, they let. So we got some updates on that, right? What's the latest on ETFs? The Balcones brothers or or basically the the Balcones. Brothers. Eric tweeted something along the lines of the Vanek form that

they filed. It's just a single form, but coincidentally the last time they filed this form from the spot Bitcoin ETFs, it was seven days ahead of when the Bitcoin ETFs went live for trading. So he's speculating that this means that the Ethereum ETFs could in fact be coming seven days from today, which is spot on I believe, for their July 2nd override. Oh man. Still feels like a weird day to launch next week, like right ahead of the American holiday. But I mean, it looks like it's

they are in fact very close. It's. Patriotic. And you? Yeah, it's Patreon. Yes, it's going to be a fun 4th of July for the MOG holders, but this thing just keeps running into these ETFs and it just, I mean, you know, he'll do it again by 4th of July. Dude. K Money is just running freedom shows. Freedom. This is what freedom's like, Tyler, this was. You're the American one. Mendel's reminding you it's patriotic. It's patriotic to launch ETS next fucking week bro.

Oh my God, what a time, what a time. But I I can't believe yesterday morning was like doing like like the opposite polar opposite feeling. Hopefully it's it's sustained. Total depression on the timeline like it was the IT may have been. Sunday. Sunday was like, what's that song? Sunday, Bloody Sunday? You too. Is that what it it's it's all?

In the same greed index too, right, The fear and greed index is the lowest it's been in 2024 and that that checks out with what's since what's since been on the timeline. Like, it does feel like the fear was that that's highest, lowest. Oh my God guys we just received the most insane answer ever to tweet. That is wild. I love Twitter, I love CI, love CTI, love CT dude you guys are who are not serious people. It's so crazy.

On one hand you have like the Bitcoin TFTTTF that you're talking about, Tyler, everything and on the other hand you have this. You've got it all. Something for everyone. England's played today. Francis played today with four Euro matches today 4444. Two at 6:00 PM, two at 9:00 PM. Oh, I got the jersey on already. Zizu Lebler is is it coming home, Mando. Man, we're going to find out today. We've not been playing well. Oh my God, What?

What are we, what are you, what are we looking at today in terms of you? Follow football. The real football, Tyler. Loosely, I did much more when I was living over in Europe. I've been getting rest on the betting I've been getting. Who's the favorite here? Spain. England were the favorite, but I don't know about now. Let's come on, come on. Are they? How do you see Polymarket? No, normally you could just check a bookmaker. So the euro's odds for the winner.

Now let me look. I I think going into it, Tyler, the answer was Germany, because it's in Germany and they have a good team, but they've shown that it was OK France is always a favorite because they won the last World Cup. So technically speaking, the they won the last major tournament. France is the favorite now. No, we didn't win it. Sorry. Argentina won the World Cup. We're at the finals. Fuck. Damn. Sorry. I don't mean to push propaganda. Yeah, France. Are now slight favourites

obviously. I think they went through then England, then Germany, then Spain. OK. Look at this typical Italian behavior in the comments. France is not the favorite. Get out of here. Could even beat Croatia yesterday. Croatia didn't win a fucking game this tournament. Sorry guys, Mando knows I I've been tested with the football. It is what it is. I'm a holy game. Softball.

I think there's another way to call it no. Kidding Tyler. Last World Cup, Mando blocked me on WhatsApp and archived our chat. Couldn't deal with it. For three days and didn't speak to me for three days straight. I can imagine you deserved that. Oh, 100 percent, 100%. OK, but you guys are insufferable with it's coming home bullshit. OK. And and the only two people that came to me. And I would say the English, the English and the French are two of two of the most disliked

nations. And I would say France easily wins. Like we're top two but France is like #1. We're top two, but England is number one. We'll, we'll agree to disagree here, but you know, in Cannes last week, I was wearing the jersey because we were playing for me, when it's game day, it's jersey day. The, the jersey stays on, you know, and, and out of the only two people that came up to me and annoyed me were English people. Oh, France, France, I'm like, where are you from?

England? I was like, of course. But anyways, it is where it is. How do we how do we explain this in NBA terms? How do you how do we explain this in Freedom terms? Mando. Freedom terms, well, England versus France, I don't really know if there's the same sort of level of rivalry that goes back for hundreds, thousands of years. America's like 300 years old, so no but no but but the Alamo. Remember kidding? It was that. No kidding. Anyways, so that would be a lot

of fun day. All right, let's see. But you're right, memes are proper sending right now. With PEP it's 5/14. For real quick on the blast now we can just have it for a minute. Check your balances. So your gold balances. This should be the final numbers they locked. I want to say 8:00 AM. Was there a final? Did they not do a final jackpot? I thought they'd at least do a final jackpot. No, I posted the jackpot numbers. I mean it was a what a lot down. I really hope there's not something.

Over there, man. Wait, what do you mean? What happened? 40% of the tokens are left in the jackpot. It's like I I ran the numbers, I did a little spreadsheet or dissolving that. It just keeps scrolling out a little bit. Keep going. I think everyone was hoping to get a final pack moon there it. Is. Or just do like a once an hour hit everything for 5%, I don't know, but only 5.46 million gold given out.

I mean that's that's a nice number, but that's out of nine million that we thought was allocated. You know what? Let's just. Increase those estimates, three and a half million dollars, but not out there. I was looking at Stewie. Stewie is 8.8 billion FTV. You're telling me Blast can't come out higher than than Suey? So I'm I'm raising my FTV, I'm back at 10 billion. Let's let's go. Back. Let's double Arbitrim and then

we'll we'll have that. I think arbitrary is around 8.82, so we'll go 16. Mendo, do that dance for me again, do that dance for me. Again, lost estimates going high guys. What's the what's the name, The joke, the joke? Look at. This, they also didn't give out the 2,000,000 gold for Blur like that was the other like a controversy on the timeline. So Blur had two million gold to give out it, it is zero and now it doesn't appear on the DAP leaderboard.

So now we're talking five and a half million gold that we thought was in the supply. It's not giving out. Raise those targets, folks. Raise those targets. Raise. Those fucking targets, dude. Oh my Lord. So what's the targets $100? $10. Dude, I have 7787 gold. Holy shit. Let's go. Let's. Go maybe $700,000 by next week. I have. I actually have a surprising amount of this because I owned pack pack for that first. Those first two jackpots having had nothing in.

I think I'm in like 2025 thousand of. Disney, this is not where you're sold, right? Now, and that should be, that should be top 500. I didn't. I didn't do any blast farming at all. Own Pac-Man and then sold it. Yeah, basically I didn't farm and I about 50% of my gold came from Pac-Man and then. 50 How much blast does How much gold does OV have? Like 100. And 50,000 OH. My God. You can see him on the leaderboard. It's not loading for me anymore. The website's broken.

Is it broken for you guys? It may be for every. I don't know if it's because my Wi-fi's doing fine. Yeah, the website's down. I think, unless it's just me. That's why it's not OSF wins again. All right, guys, 100 dollars, $100.00, So I could maybe like stand you up a little bit more. Why not? No. I got to go home, but fuck, that's that's absolutely it's yeah, same. Can't load it. OK, the website's down and it's what time is it, 444? Look at that.

Look at that 44. All right, so the blast. That's so TJ's tomorrow, Tyler, like you expected. Sure is. Yeah, we don't. We have no idea what time. OK. I feel like their tokens typically drop in the evenings so like I won't be holding. I doubt we'll see it before the show tomorrow, but big day, very big day. I think this is going to be very positive. Blur was a very for all this shit Blur takes and took and I was always the biggest fan either they that was a very good

trade when it came out. I remember riding that trade in LP ING on Uniswap and I cooked like it was yeah, yeah, yeah. It, no, it went from $0.30 to a dollar, Like anyone could have caught that. It stayed at $0.30 for a little bit. Then the same night boom, like it was one of those it tripled, quadrupled even. It was like 120 or something. Yeah, I think it. Was around 1:20. Yeah, yeah, yeah, it was. That was a really good trade. That was fun. So BTS and I just fucking now peeing blur.

That was a really fun one. So I think, you know what? I think this is going to be a cook. I think tomorrow, guys. Tomorrow's the time. Remember when OV sent 1000 ether into the fucking blasting came on the show? That feels like a decade ago. Was that back? In November that I think, I think it might have been back November. Wow. Yeah, it was. November. Oh, thousand years. Of Christmas, Yeah, it was like before Christmas period, like end of November, December. Wow.

The question is what's is he going to leave his ETH over there? Oh sure, he's going to find a you know, unless he buys all the whiff supply. Please OV. No, I'm kidding. Let's so if the whales. Leave their ETH on blast then like this whole like TVL apocalypse like it, it's all over exaggerated and then they'll have actually good metrics. If you're looking at like L2 metrics compared to other chains, there's more reasons to to raise those targets. I love that nine O 59 with the

great tweet, he says. Am I sharing? Oops I'm sharing real bit one second. People hugging each other and stay saying their goodbyes about the end of blast. Like a school year just ended and everyone not going home forgetting that the next school year. That's so true. That's a perfect tweet. Oh my God, about to find out if you have summer school. Oh man, I'm excited for that that honestly, I'm really excited that is tomorrow. I'm I think this is really good. The market positive sentiment

turning around tomorrow. It's here. It's right now Ethereum and TFs blast AirDrop, which is really important. It's garnered the attention since the blur days. It's it's a big deal. So hopefully fingers crossed for everyone and I just buy my bags. Yes, please. Or some you know that some we do, we think people are going to take their blast TV. It's. Really not trading in the grey yet. Like surely these things are trading in the grey. Yeah, but you can't rely.

I've learned that. You can't really. But normally like you have decent volumes the day before. Let's see Wells market right was. It was it Wales market or no, it was on something else, right? I think avo. Added like $3 avo avo avo yeah. What's it on Ava now? Is it avo Wales market is better? Wealth market is for Solano I think was Ava's for. OK, here I think it was like $6. Yeah, I think it's closer to three. Oh, where do you see Blast? Hold on. Sorry, I'm not. Oh, there it is.

Yeah, I'm, I'm. Not 280. Yeah, it's. 280 We. Don't like that number? We're gonna just roll that one back, so. Bret guy did his analysis so like he he compared the AVO numbers two days before to the to the TGE numbers. Broke walked off we. Simply ignore news that we don't like, and it's all the news that we do like. At least it's not trading with any sort of volume. Yeah, 70% of the tokens they they dropped about like 30 to

50% from the AVO is that. Right, I'm just trying to work out if that's the right number of tokens. Yeah, I like it's. That's. Part of the problem, we don't know the tokenomics on this thing, so everyone's guessing the tokenomics. Surely there's an assumption there though. Yeah, they've said, oh, so they've assumed there's a billion tokens. So they do assume that this is trading at 2.8 billion. And what is like the just like the blast the. FTV, Yeah. OK. Oh my God yeah, fake news, fake

news avo. But as I don't trust no, actually, that's bullish. You know why because here's here's a bullish case. Guess it's bullish. Hear me out. Usually when it comes like poor, you know a lot of tokens were always like remember portal getting swept at the highs and stuff like on on them. It's not just them, it's just an example. Of course, mine it's always like half like 70% less when it comes out. The last is the opposite of. Course. It's good technology.

It's the future of France, France 444, so it's going to open double. Dime dime like doubled the able prices. Therefore. Why has that gone lower? I just don't understand. Like I really felt like that would have gone higher, now I don't. Know. We, when we saw it, we saw it and it was about 5, right. And we saw that that was, but that's like in the last, I guess markets sold off, hasn't it in the last month. Hold on the 5 minutes. The 5 minutes is insane. I can't do that. That's too low.

It's gonna come higher than. That sure, and that. That that puts the market cap in. I can't get out of my blast. Goal for anything that's. $10 I'm really pissed. Oh what the fuck? Wait, who bought who top? Take that at 15. Fail the Wick. Moon Cap. OK. For sure. We like, yeah, we actually, we like that. Way there's like no volume on it. He's just like, yeah, we're just going to lift this thing 5K to 2020. I love that.

I love that. Well, listen, we'll we'll see We. Just block this site. Can this site just be just block this thing? I'm, I'm reporting it. I'm reporting it to the SEC. I'm filing an SEC report right now. Hold on. Fucking feds. Anyways. Oh, man, Oh, man. It feels good to be back. We should do the robot spins. I feel good about it right now. The energy's so good. I, I, I hold on. I I, I feel good today. Oh my God, dude. Why? What is this? Albert I I hate you guys.

Arjun I. Fucking we need this tokenized. Hey, maybe I should launch a moon shot tech Screener like Mando did on rec radio. Maybe I should fucking go for. It.

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