FOMO HOUR 199 - SO ABOUT YESTERDAY! - podcast episode cover

FOMO HOUR 199 - SO ABOUT YESTERDAY!

Sep 13, 202442 minSeason 4Ep. 199
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Episode description

Crypto majors bounce with stocks & gold after CPI. Kamala odds flip Trump after Presidential debate. SUI, FTM, ICP, TON lead gains in Alt L1s. Grayscale launches XRP trust, SUI to follow. FTX unstakes part of SOL position, large unlocks in Q1. 5 major announcements coming for SOL this month. SOL active addresses hits ATH for any blockchain. ETH dominance falls to 14%, lowest level in 3 years. AI coins strong as Nvidia & chip optimism returns. SWIFT set to build infrastructure for RWA trading. Coinbase launches wrapped Bitcoin product. ENS integrated with Venmo & PayPal. Pendle introduces Bitcoin yield pools at 45%. POPCAT gets Kraken listing, leads top SOL memes. SUNDOG breaks $300m after ByBit spot listing. Casino tokens rise, RLB up 100% in 2 weeks. Ape Punk sells in ‘heist’ for 10ETH. XCOPY editions & 1/1s see high sales. Fantasy Top trading volume continues to grow. Trump family set to launch crypto project Monday.

Transcript

Whoa, yo-yo, yo. Holy shit. What up? What up? Good morning. Good morning. 3 MGM Friday. God Lee. What day is it? What date is it? What time is it? September 13th. Friday the 13th. Oh, spooky 202444. Look at that. Another beautiful day to have a beautiful day. I love my coast in the house. Tyler Mando, how you guys doing today? Fantastic man, how are you? We are. I mean, it's another day in paradise, you know what I mean? 100. Percent. Just another day in paradise.

How you doing Tyler? I'm good. I might be a little more excited than than Mando. I mean, the energy in the rug radio room is electric. It is electric. After the the news broke, he was we saw in the Myriad opening video. Make the news. We're talking about someone in the room here making some news. We're definitely we're definitely, we're definitely making the news, that's for sure. I've been I dude, this is crazy for me because I have been holding my tongue for so fucking

long. I mean, you guys have no idea. It's like it's been forever. And so I think start working on this. I can get you the exact date we were in Japan 'cause I remember having to plan all these times and and calls like with 13 hour time difference for the people involved. So it was August 29th. So what's that two weeks ago? Wow, something like that. So we've been we've been working on this for two months. I mean, it feels like two months. Let me tell you that for for two weeks now.

And here we go here we go. We're, we're headed tomorrow, Lago, tomorrow afternoon, you know what I mean? We're gonna be a little weekend in Palm Beach instead of Singapore. So. So in case that wasn't clear, I'm not going to Singapore token

2049 something. Came. Up though our team will be and we are running a few events which I'll talk about later during the show but you know it's yeah, I I I don't know if it hit yet like it hit yesterday at some point and I was like really feeling like I have a video of me like I was like my hand was like going like this like my I was just like I didn't know what was going on because I didn't know exactly what time Donald Trump was going to post this video. I actually wasn't expected to go

live right away. So, so we cooked the thing up and it went live. And so in the, and yeah, this all happened. I'm I'm sure we're going to be able to get into the to the to the details of that in Tylers top 100 today and and after the fact and also like I'll be live on the show on Monday morning. Then I'm headed there. So that'll be fun electric show and then I'll be live on the show also Tuesday morning, the morning after. Oh shit. So I'm going a little side

quest, lads. I'm I'm and I'm taking everybody with me on this, on this experience of a lifetime, which is going to be my little trip to Mar a Lago. But let me tell you guys, it's a whole, it's a whole, whole whole production. Like this is, this is big. I've been, I've had to focus only on that all week long. Like it's, it's pretty crazy. There's like a, you know, 7-8 person production crew involved myself, writers like it's, it's

a lot. It's a, it's very, very heavy on the, on the production and, and it's not easy to make happen. Everything's meticulous and all eyes are on you, including including good ones and bad ones. So I'm going to need like a whole like spiritual bath after after this week. It's going to be interesting. Hopefully I don't fumble or choke. Anyway, so that was a show today, today daily marketing

report as usual. I mean, looks pretty sideways to me, but let's talk about what's happening in the space. Tyler's top 100. Let's see what Tyler's got for us. I, I have a feeling that I have a feeling that, you know, we made the news. We made Tyler's news overnight. And then last but not least, we'll have robot spins today. So the last two of six last two of six spins that that we're doing this week alone. So excited to see we fixed the spinner. So we'll have a code as well ready.

And then as usual, this show is a word by galaxies, a no code Web 3 platform that empowers creators and communities to become owners. Check out galaxies XYZ on X. But anyways, anyways, anyways, Mando mando mando mando. Where's my mando button? Close out the week for us, baby. G. MGMGM Yeah, great to be part of this. The Grug Radio fam getting the Trump and the Trump interview. Crazy. Everyone in web, everyone in Web 3 was trying. Yeah, they were. I think a lot of people are kind

of not so happy about that one. Yeah, there's a lot of, you know, I, I, I see in a lot of like AI, don't call them competitors because I don't believe in competition. But they do have a lot of creators and other media companies seem to make fun of the fact that rug radio got the scoop. But I'm sure they'd love to have the interview, you know? Has anyone else even interviewed him in crypto? I I think this is the first crypto centric interview for Donald Trump ever, right Tyler?

I was realizing that this morning. No one. At Bitcoin Magazine. This will be the premier premier crypto interview because the Bitcoin speech wasn't really an interview, right? Right. Shout out to Bitcoin Magazine. They were like the first people to share the video as soon as it came out. They're quick with it. I fuck with those guys. But yeah, it's, it's gonna be, it's gonna be huge. That's my news of the day, man. Like that's the biggest news today.

Donald Trump's doing literally an interview with Rogue Radio, which I think is wild. And obviously the whole family is of this world Liberty Financial. So get to find out what that's all about on Monday. Yeah, that was that was kind of the biggest news. I think there was some a lot of questions about, you know, was this project going to launch before the election or after? And now, now it looks like it's going to be Monday. So I'll be interested to hear what happens with the whole

family there. Other than that, let's just go quickly to majors. We're basically where we were yesterday. So Bitcoin flirted with going lower, flirted with going higher and then it's stuck around. It's 58, Kay, You saw Zoran Cole, the most vocal bear on the timeline is. It a real screenshot or a fake screen? Let's let's let me post a go ahead and then I'll share my screen. I mean I I. In my current region I don't have access to bibet anymore but he is definitely on the bibet

leaderboard. So I don't think like this is a full fake. But who knows maybe it's an old screenshot or maybe he dropped a bit but he got a lot of got a lot of pushback for. I think he gets your community noted, which I thought was hilarious for his his screenshot, but he closed his shorts. It's kind of what I said yesterday. I think I think there's a decent chance we're going to go up to

like that chart. If you bring up a Bitcoin chart right now, it looks like it's just put in a higher low. Here you go bro. Here you go, lad. At least maybe not on the the daily is basically an equal low, but on a four hour chart it's definitely a higher low. So so. Was this not a higher low here? I meant to ask you yesterday. So this is what I'm saying. It's like we're talking about the, the broader big trend, right, rather than and we're going to wait to see.

But the longer this goes on, the more it looks like a high, like it's put in a high low there. So that's that's why it could be a good sign. So yeah, I'm hoping, I'm hoping that's the case and we will and we will see. But Bitcoin, yeah, like I said, I think Victor's got a 60K. Solara slightly underperformed today. It's kind of what we said yesterday.

It's a lot more news. I told you about this what 2-3 weeks ago said, look, this is something that I'm aware of going into QQ 1. You see Vitalik getting smashed for selling like 100K ETH. Right now there is billions of dollars of FTX which they own or they have sold. I don't know how much they actually still own because I don't know the full extent, but they've sold a decent amount of it locked to various similar hedge funds that that unlocked schedule. A large bit of it is in Q1.

It's in March and February. Yeah, March and February. So, so you're going to see headlines around this like people aren't getting unstaked, getting ready to sell, right. So just just get ready for that. And there was a, there was a small amount, I think 27 million got unstaked by the FDX wallet today and people it was all over my timeline again. So I don't think it's a crazy amount like it's about two to 3% of overall Solana circulating supply at the moment.

And and Solana already inflates at like 6 to 7%. So it's only versus inflation is actually even done that big, but those sort of headlines are the sort of things that freak people out. So it's it's something to note. And interestingly, this isn't just like a oh, nothing's doing well, like the all L1's continuing to push on here. So it's been a really good week for Sui. It's been a really good week for NIA. It's been a really good week for ton tons back to five and a

half. I'm trying to think of other big ones, but it's been, it's been a Phantom's. The other one Phantom had had its test net for its Sonic upgrade and that went well. So all L ones are really outperforming ETH and Solana here. Yeah, if you look on a three-week that's that's a daily. So Polygon obviously migrated. Let's do let's do what, 30 days? Let's let's check 30. Days. Well do 2 weeks maybe. Two weeks. OK, let's do. Let's do last two weeks. There you go.

Last two weeks top gainers. So sui, yeah. At Quant Uni, BSV Ave., Phantom Star. Net some of these, some of these were obviously the the AI coins which which had been destroyed and then bounced around, bounced higher after NVIDIA results. But look phantom's there Sui's probably the one that has the most eyes on it right now. Sui is definitely the one that has the most eyes on it. Interesting. And look, I have no the issue about Sui and it's probably right.

Like they they clearly did a lot of different influencer deals in the space. So it's a lot of questions about like, oh, you know, is this another VC? This this was classically done at the same time as Aptos. It was AVC coin from two years ago. I think now roughly, maybe, maybe slightly less, but and it has has unlocks like it has. It also has huge unlocks, very similar to Solana, but the market cap is 2 billion, you know, so, so people can run it up a little bit.

So aware I'm like I'm not super but as I said before, like one thing the cycle has taught me is that I'm not AL1 maxi by any means. Like when we. Find the right L1 I saw. So I, I, I actually want to ask for your take on this tweet. It was moon Overlord yesterday saying that the L1 trade is cooked because first went from Bitcoin and then Ethereum was a new narrative went to Ethereum.

Then you went to Solana and Solana like arguably does everything you want from a fast L1 in terms of like speed TPS, like an adoption and mincoins, whatever, everything like what do you, what do you guys think about this? I'll go to your first band of that. I'm curious to hear your thoughts, he says. I'll share it here because it's similar. It's on topic what you're talking about, he says. Honestly think the L1 trade is dead. You had three chances at it. Bitcoin is Seoul the newest

iteration? Seoul has point O1 cents, so 1 penny fees and nearly instant settlement time. What do you think about that? I think that's a very short sighted look at look, look at things. Although I do think that Solano is is easily ahead of things like bring up, bring up multi party. You can see all the different dominances, all the different changes. Let me just send. Oh no, no, I know that that's we did the right.

Shot right, then you're like. ADA, you're trying to, you're trying to pick up a fight with with Cardano, motherfucker. I'll leave a link. I'll leave a link have. You seen his new arc trying to fight with this? Is this? One, I have seen it, yeah, I've got made no notification, so I see all of it. So, right, so you can see there, right, like Solana dominance has gone down, but very recently and you start to see the others go like the L1 trade always feels really good.

And then and then you realize it's also very competitive like ETH. If you're an ETH holder, you'd be like East the best. And right now we're all saying, well, Solana is where we all are. But those narratives change with price and they change with and and flows can move very, very quickly. Look how quickly Solana was able to like massively increase. It's it's TBL and it's and it's D5 volumes in a very short space

of time. So although I don't think, I'm not saying I'm AI like Sui, but like B&B, for example, you know, B&B CZ is coming out of jail in a couple of weeks. Like there's a narrative there could cat the, the, the, the the biggest coin, the meme coin from B&B on this side. Could that go to a billion? Yeah, like I think don't rest on the idea that Nel 1 is just the easy trade of the cycle. Bitcoin is the only easy trade of any cycle.

If you get caught up with being because what sometimes happens then is the coin starts underperforming and then you become not a community member, but you start to become quite dogmatic. And I, I had that same thought about EAF at the start of this cycle. And as a trader, you just got to recognise that. Are you in it because like of the emotional attachment to it or because you really, really believe in it?

And it's not like I don't believe in Solana, but you know, mean point trading has died off and they've got upcoming unlocks. Like there's no, that's completely objectively looking at what can cause flood for that. That doesn't really. Whereas B&B, you could argue, OK, well, mean points rating started to pick up. It's easy. He's getting out of jail. They're kind of in the clear of all the recent FUD, and they don't have massive unlocks.

They actually have a burnt. So yeah, like, I guess what I'm trying to say is don't just don't be a maxi for anything. Look very objectively at what's happening at L1's at all times. Yeah. Yeah, of course, as I'm just going to say here as you FUD my bags. It's OK, you know, and Mando said more eloquently than me, but I think I have a simpler view on it as I don't think the L1 trade is going away. I think we've got exciting new L ones coming, perhaps with Monad Beriche and others.

We've got, you know, existing L ones kind of building into their their next or laying the groundwork for their run up Sui and say and like for for people who are participating in the space, like they, they want to invest in and bet on these L ones. Like what else is there? Like if you take L ones away, what is there? You've got L twos and and meme coins and some and a handful of

daps, right. I feel like L ones are still one of the strongest categories for folks to to. 100 percent, 100% Speaking of trading and then I'll go to Tyler's top 100 because of the few things I want to talk to you about. Speaking of L ones, you know we have Vitalik, right? Had a lot of thoughts on the timeline yesterday. I'm sure you have. So do we think this is real or fake? So this he got the community noted about how the the commas are different fonts and

everything's different. What's the deal here? What? See this one? You got community noted for this right about the different fonts. There's been a lot of comments about Zoran like that he's faking his PNL and that sort of stuff, but I'm pretty sure he is on the in the top accounts on bibit so. Can so surely one of our listeners on bibit bro? Is someone on buy bit able to just tell us? I think it's called deleveraged or something like that on buy

bit, but it's. Someone check the buy bit account and and let us know you know. I mean like buy bit leaderboard. Surely somebody just posted it. Surely someone has it right? Let's check it out. Buy bit leaderboard. That's September 7th. He's not in the top four, that's for certain. First upgrade people by they're looking for his Internet. Oh wait, it may be my apparently he's done this before. Look at that how he deleted like this here. Oh shit, found it. Oh wait. Oh, he. He's up.

He's up $12 million this year. That's pretty good. So why does he need to Photoshop something? I I don't know. Someone said he used to be on the labor board, but not in the last few months, so that last month says. Yeah. So I think he he had an initial account called something like leverage and then he opened a different account called deleverage and it was unclear if he got liquidated on the first account. Got it, Got it.

So he now has an account which is 6 weeks old, which is called deleveraged, which is up 12 million. Damn. It's unclear what happened to the last account because that account only really turned up when Bitcoin was at like 65 and everyone said that he like chopped himself up and got liquidated. Interesting. Anyway, he he swings it around. Swings. It around he did definitely does swing it around. So he was.

Up to $1,000,000 from a short on Bitcoin at 60 K and I was like, oh God, like how levered are you? That's like a 4% move. There's a 4% move and you're up $2,000,000. Seems like the sort of thing that you can get recked on pretty quickly. Yeah, Yeah. I guess we'll see. I just want this market to go up anyways, Tyler. Before we jump into my this one last macro thing, got to got to put my interest rate cut bags 50 bits back over 30%. Really. I think some 50.

Bits is really good for us, right? Massive trades went through yesterday in in macro on in the rate curve on predictions that we see a 50 bit rate cut. So there was nothing really PPI was yesterday, which is the producer price inflation which came in matched expectations. So there's no real big difference. But as soon as that happened, as soon as the rate cuts chances .50 bips, gold hit an all time high and stocks had a rally. So there there is an expectation.

It could be expectation, it could be A50 BIPA. All right. Well, well, let's see. Let's see, let's see where that takes us. When, when is that FOMC right. So end of September. Next week. Oh, it's oh shit. I think it's next. Week FOMC. No, it's September 20 something right? Oh, that is it. No, September 18th. Oh, it's, it is next week. Yeah, it's in four days. Well, it's just on the second day, right? September 18th, I think it is. Yeah, no, it's, it's 1718,

right. So, but it's on the second day, right? On the second day, so it's in, it's in five days. Wow, guys, next week is going to be a big, big week. Holy shit, big week for crypto. Oh my God, no pressure. All right, Tyler, what do you got for daily NFT and crypto analysis? Tyler on FOMO, our calls to kids. And our top story, Donald Trump announces he will launch World Liberty Financial on an X Faces with Rug Radio on Monday Night Live from Mar a Lago. Folks, it doesn't get much

bigger than that. Can't wait to get into that with Froak here in a minute. And other news, Big Mike Michael Saylor bought another $1.1 billion of Bitcoin via MicroStrategy now holds over 244,800 Bitcoin in his bag there. Coinbase, they now wrapped Bitcoin products CBBTC. We talked about that yesterday.

It's already accumulated $100 million in market cap over a in base aerodrome that Aerotoken also benefited up 14% on the day and memes Tron Memely or Sundog, we pulled it up yesterday on the show. It worked to $1 billion after a $2,000,000 Unchained buy, now holding at 340 million. So a big Wick to fill there. We got some breaking news right before the show. Wormhole in World Coin are bringing the World ID to Solana, allowing for real human verification for app builders over on slots.

That's a big news and protocols. Magic Eden is going to expand to monad, marking its 5th blockade treasure. Dow announced the launch of an L2 on ZK sync. Predict that fun. They launched a new fancy top market where users can bet on Who Will Win fancy top main tournaments. And then hamster combat. Their hamster token went live on Binance launch pool and super earned a lot of NFT headlines on the day as well.

Zagabond This is the top story NFTS Zagabond and Azuki introducedan-ime.com a new platform aimed at transforming the anime industry through web three tech and X Copy Edition man X Copy remains scorching hot. In addition of 10 called Mortal sold for 200 and 28th over half $1,000,000. Clair to Source are teaming up with Gameloft to create a mobile game featuring their signature characters. That's a huge, a huge partnership there for Klainos. Then a bit of sad news.

Prohibition art then asked. They will be winding down operations. They'll be live through the rest of September, but reminding everyone that their art still will live on. All right, Jesus Christ, I don't know how you do this shit, Tyler. That's a lot a. Busy week. Next week's going to be even bigger. Like we got, we got to talk about. Hold on, can we just play this video?

How this video? I've watched this video like 100 million times in you know, I I do wish they posted the the high quality one because it's actually in 1080P. Maybe I'll post this, everybody gets to see it, but we got to watch this together, right? Join me live on Twitter Spaces at 8:00 PM the September 16th for the launch of World Liberty Financial. We're embracing the future with crypto and leaving the slow and outdated big banks behind. Well, well, well, that was crazy.

I'm not going to lie. I'm not going to lie when that video drop, like I absolutely lost my shit. I've got a lot of questions for you and I know that a lot of things are being kind of kept under wraps ahead of the interview here. But first, like how are you feeling? How are you feeling about? This I'm I am. I'm feeling great. I'm, I'm feeling absolutely great, honestly, about this. Maybe it has it hit yet, or maybe it did, or maybe I'm just like numb. I don't know.

It's, it's pretty crazy. I mean, there was Jimmy Kimmel last night when live on on on on his Kimmel Live show, obviously like he has some strong thoughts on Donald Trump, but then played the video too. And I was like, fuck, yeah, we got it. We got it. We got the Jimmy Kimmel Live. Like, you know, like rug video logo up there. So I I'm feeling, I'm feeling good. I've been mentally getting ready for this for a bit now since I got back.

It's just like just staying focused, working on this, working on my questions, working on the flow, working on everything. So it's gonna be a pretty big event broadcasted live on video and audio across acts like we do the morning show with a lot of guests. Like, that's why it's the hardest part has been working on the production side, not gonna lie, like that's the most stressful part so that nothing breaks because it's it's, it's

gonna be, it's gonna be a lot. Well, we saw it with the Elon Trump space, right? It, it, it lost an hour late, like people couldn't get in. So I imagine that the production is big. This was timely because yesterday I believe that the Trump team also said no more debates, so. Same day I saw that after the fact. Less opportunities to to catch his thoughts live. And we, we said this in the intro, but this is going to be his first true crypto themed

yeah interview. So this is, I mean this is huge for the the crypto space as well. Yeah, I mean, look, I think, I mean, I'm, I'm definitely excited for people to to to to tune in. Listen, I'm doing my job, you know what I mean? Like we're, we're we're a media company at rug radio and, and, and I'm and I'm a I'm a show host. I've been doing this for a long time now with you guys actually, right. Mando and I have started this show. I think we're episode at least

800 now. Four more specifically is hitting 200 on Monday, which is ironic and I love it. But but 200 on four more hours. So you can only imagine how many shows is actually hosted together from GM and FTS. And even before that, I've been doing this hosting thing for a minute. I think I must have hosted at least 2000 shows across clubhouse and rock radio. So what I thought was funny is it's free speech until you interview someone people don't like, right?

So it's like we want our free speech crypto native media and then the second that a crypto native media manages to snack, probably the biggest interview of the year, you know, it's it's not so free speech. So, you know, definitely get to see the the good, the bad and the ugly right now. But I'm on face, I'm doing my job. I'm a Rep rug radio on my back, you know, for forever. That was my promise the day we launched this and I'm gonna do my thing. You know, that's it.

People want to support, can support, and if they don't want to support, they don't have to TuneIn. If you don't have haters, you're not doing big enough things. Exactly, Exactly. Dude, even Jimmy Kimmel hated all this live. Like we got millions of views on us. So I'm I'm all in, I'm all in. The craziest part is, you know, the fact that we're actually going to be doing it is in Mar a Lago. So that's in his residence, right?

So for me, like, I guess I'll feel the stress when I hit like, I head there, you know what I mean? Like, yeah, walking into his home. Like it's actually honestly, no matter how people feel, but Donald Trump's kind of an honor. Like I his home at his place, like setting up everything there and being able to be there. And apparently he's got crazy aura. So I just can't wait. You ever been in the room with someone like really big, like really important like.

Not at this level, not not not personally, I have to admit. I remember once I shared an elevator with LeBron James. I almost fainted and I couldn't say hi to him. Like I've choked. So I have a feeling it's going to be the same type of feeling where like you walk in, you're like, hello, Mr. President. And then you're like, holy shit. Also, what should I wear? I was going to ask you like that's the one of the most important questions is what?

What do you guys wear? I mean, you know, I'm being told be you. Do you? Like, obviously it's going to be I'm going to be me, but you know. Maybe blue suit, red tie. Maybe blue suit, red tie as well. You think blue suit red? I was thinking orange tie Bitcoin, you know, I got AI, got a nice Ms. orange tie. You know that's not my little brothers. Who a tie of the the colors of World Liberty Financial if you got 1. A gold tie. I do not have a gold tie. You.

Don't have a gold tie or you need 1 Amanda, you got 2 gold ties. What would you wear? Mando. Theo Von, Theo Von wore like a suit, didn't he the other day? And he never wears a suit, like, did he? Or at least he wore a suit jacket. Interesting. Theo Von No. OK, no, he's wearing like a jeans. Yeah, just a suit jacket. He's dressed normal. Definitely got to wear a blazer, right? Yeah, at. Least. I feel like, yeah, I think at least gotta wear a blazer. So I think if he's wearing 1,

you gotta wear one. You need a? Yeah, we definitely need some records. He'll probably be wearing a full suit and tie, right? I guess typically when he. Wears, I believe that's what, that's what Donald Trump wears. You know what I was thinking? Nice grey suit because Grey's neutral, you know, bright orange tie in honor of Bitcoin. Because it is it is about crypto after all, right. So I, I was thinking something like that or maybe no tie so we don't overdo it either.

I'm going to need my fashion advisors here to get on that. Yeah. Here's what folks think in the comments here. We we need the fashion advice. I wish I had the Air Trump shoes don't. That would have slapped the Nikes, you know. I like the ones you get with the the NFT purchase. There's some good ones. Yeah, yeah, yeah. They're actually sick. They're actually sick. If someone's got them in Montreal, hit me up. Size 9. That would be crazy.

A suit with the air Trump's on, you know what I mean? Like, oh, my God, that would be cool. That would be dressed like a red guy. I love that tuxedo shirt. Nah, Tuxedo's pushing it, man. Tuxedo's pushing. Yeah. Needle. Rugrito. Lapel pen. Fuck. I don't have rugrito, dude. The thing is all this time I never did anything about greater related in terms of merch and stuff like that. We only have like hoodies that we that we got that we got printed ones anyway.

So there's that. So I'm sure we'll talk about it more on Monday morning and on Tuesday morning as well. But Tyler, what else you got for us today? Yeah, and that was the big one for sure. I think perhaps a sign of the times situation. So pump fun, they held the spaces yesterday with their community and then based Carmen, I sent you the the tweet before the show. I think he he made somewhat of a

joke. He's like, I'm judging the state of the trenches by how many people are are participating live in this pump fun spaces. And it was around like 1100 or 1200. I think there was about 1200 to 1500 live kind of during the the the show and he's basically making the point that's how many people are left in the trenches. I kinda feel like that's right. That's about where my mental target is for for people who are active in the trenches right now. What was the last contract

address you were sent? I I couldn't even name it actually actually. Last night I was sent this. I wasn't sent. I was listening to Twitter Space and Anonymous 'cause they were talking about me and then they dropped like this dev is not dev dog thing. What's it called? The guy from Chart Foo remember, you know Chartfu dropped a coin last night. He's on CN. I know who Chartfu is. I know who if. This guy's like the magic eating guy, bro. Do you guys know him?

You guys know him? The guy who was like doing the. You know the handle, but I didn't see the one. Who was the guy doing all the sheets? This guy, he was doing all the sheets during. Oh yeah, I know this guy. Anyways, he dropped a shit coin last night. Oh wow. Yeah, it's called Devis. Oh, this one. Oh, that one, OK, That one moved up a ton. It was. Like 1000. Percent. And so I was on Spaces last night and I caught it at like 8 million. I woke up 3X and sold it. Oh, it's 3.

Million. Wow. Yeah, I made $4000 while listening to people talk about me on Spaces last night. It's not bad, not gonna lie. My dog is the deaf. Yeah, dogs are hot right now. Yeah, so he did a whole thread about it, Tyler. Like explain how he's experimenting to like show how Meteora at works or something like that could be partnerships. And he said like listen like there will be.

So he like announced everything, made a whole thread about it then said like listen like there will be chaos paid there will be like look he did this whole thread about it yesterday and then he started saying like 2-3 weeks ago I decided to launch this thing with Meteora anyways meme coins blah blah blah. Then he explains everything's and he was straight up like listen, like, and then he posted this it like this, which I like. So you have to save the image, copy paste the fucking CA right.

And he just like, I don't know, he he at least says it. He's like what's going to be different is like transparency. But who we're paying, there's vesting schedule. Like I think he's taking this pretty seriously. I don't know. So yeah. I wouldn't say any of those are real differentiators, but I guess it's positive to to see some live from from the trenches coin launched overnight. People are saying that it's, there's obviously clusters, bubble maps, all that stuff.

Listen, I don't know. I'm not endorsing this corn. I'm just saying like we're talking about pump fun and meme coins. That was the only thing I've seen recently. But Mendel, you're right. When's the last time you were sent to CA? As a matter of fact, I haven't been sent to CA or I've seen ACA fly around in a long time. I think the the the debate was telling for me. I thinks folks expected that to be like another one of the like the pump fun Super Bowl events.

And I didn't really hear any chatter about it. I don't think any tokens really made it out and there there were definitely memeable moments from from that debate, right? And still nothing. So I think that's also kind of aside. We've got a cat token or something. I didn't see any really make it out then the stat. I think Decrypt shared a story yesterday that the 2,000,000 tokens launched from fun. We've got just about 101 hundred over $1 million market right

now. Interesting just before I move on to next topics, the code for today is rafflebot. So you go to rafflebot dot XYZ shot Dija and Thai fell red guy putting this together for us. The rafflebot code word is interview, so you know how to spell that INTERVI EE i.e. W sorry, interview, no caps, nothing interview. So listen to the show, go to rafflebot dot XYZ and follow and and and get in there. Just so you guys know, you have to follow us myriad and real bit to enter.

And if you come and that I can't put this in the rules. But if you win and you don't come up on stage, you lose. If you win, you come up on stage, you don't unmute or show that you're a real person, you also lose. So I I'm I'm you know, we're we're doing this thing where the host here can bypass that and and boot you for the reason that we want real people just like yesterday, come up on stage and

win. So we don't give, you know, hundreds of thousands of dollars away to butts, which by the way, guys, we must be nearing $1,000,000 in, in, in like money given away on the show so far. So that is, that is a pretty cool stat. If you got $930,000 has been won on this show so far. Yeah. So we're going to be, we created today one punk, one punk today. And we and the and the, and we hit the $1,000,000 mark. So anyways, that's that about that. Quickly, Tyler, you got a bunch of stuff.

So let's talk about Azuki. So that came out yesterday during the whole like Trump thing. So I didn't have time to look at it, but it looked pretty big. It's been a nice summer for some of the the major NFT products. We've got board apes going back to basics. Gordon Goddard is working on the treasure hunt. We've got the pudgy team launching abstract, broadening its ecosystems, doodles with their short films and music videos. Now it's Azuki's turn.

So Zagabond and the Azuki team, they announced the launch of an-ime.com. It's a new platform again aimed at transforming anime via web 3 text. The product. It's part of a broader vision for Anime 2 Point O. The idea is to create an ecosystem where anime fans and creators can both share in the success of the industry. For a quick summary of the website an-ime.com and aims to offer on chain experiences

including a variety of IPS. It's developed a partnership with Arbitrome. Shout out to Arbitrome on Anime Chain. It will be released in phases. It's not live yet, but users can join the wait list on the site now. I think in Zach Ma's announcement, he goes on to share how anime IP was the first step in moving towards their two point O vision and now infrastructure is the next step. And that's what they are are building here with an-ime.com. That is the infrastructure the

market like that. Uzuki's up 13% on the data, 5.36 EI think that's one of the higher numbers I've seen from them in in some time. Elementals also up 10% to 0.44 ETH on the day. You know, anime is huge. I'm seeing some some stats I saw this morning when I was looking into this global audience, over 600 million fans. It's somewhat shocking. I've seen mixed figures, but I've seen figures that 72% of people in United States watch anime. I thought that felt high.

And then they they go on to say that there's actually more people in the United States watching anime than in Japan. Damn that's crazy. I mean, I, I was never an anime guy and never with the watched it, but I, I always thought it was really cool. But a lot of people I know like are crazy about One Piece and everything. This is this is pretty wild. I mean, good enough. How much do you think they paid for the domain?

On the the Nifty show this morning they said that he replied in the comments that they paid like $23,000 that it. Wasn't no shot bro. But I would have expected to add A at least a 0 or maybe a two. Yeah, I don't have the source for. That you sure who who? Who is the source for that? They were. Talking about geez, I don't have the source. Sometimes it's public how much they trade for right. Yeah, sometimes it is public. I forget.

I don't know the domain game as much, but I figured an-ime.com, that's like a, that's like a crazy, crazy domain. They've got. Good for them dude. There's life in the tease life in PF PS right now. I mean, all these PF PS now are not competing not only for the PFP market, but also chain, right, anime chain ape, chain abstract, right, different abstracts in L2 and the other two are are L threes in Arbitrum. But but you know, there were also this to keep in mind,

right? Like they have to now focus on getting focus on getting, you know, people to build on their chains right beyond the PF PS. Like some are, you know, they're they're going more of the, you know, just chain per project

route. So I think the anime chain is more just about their, their project and ecosystem, you know, versus abstract, which is looking to be bigger than than pudgies and, and trying to get other builders to come on and go after broader consumer crypto, which is also where kind of the ape chain is going to. So it is creating a bit of a, a competitive L2 landscape for, for these NFTS. Perhaps that's going to be one of the themes of 2025. Is is the chain battles? Yeah.

For PFPS. But hey, as long as there's a narrative, as long as they're still around, I think that's still a win. Absolutely. There's definitely a chain battle. Let me tell you that after the Myriad announcement, it's the Marietta chains that that reached out to to talk. I can. Imagine. This the only meetings I had this week was around that Trump and and what we're up to. But it is it was interesting to to see and there's definitely a lot, a lot of them at the

moment. So it'll be interesting to see which ones actually make it right and which one live long enough to survive that. All right. Well, I guess that's a good wrap right around around that. Mando, are you going to Singapore next week or just Ovie? No, just just heavy.

Oh, he's going right. I think he's the the redacted plane right this weekend and then and then and then we were supposed to be on that plane actually as well, but something came up so it's going to be tough Tyler, you're not you're not hitting Singapore. I'm. Not going to make it over to Singapore, so. Far dude, I don't blame you honestly. Low key though, I'm so happy when this came up and I had to cancel Singapore because that way I don't have to go back all

the way that. Would have been brutal travel. So you're going on Saturday? I am leaving Saturday afternoon tomorrow, tomorrow afternoon late, and then Sunday we're setting up Mar a Lago. And then Monday I'll be there all day long so I don't have to go in and out because you have to go through like, Secret Service sweeps, which, by the way, receiving an e-mail from the Secret Service is fucking

crazy. OK, I have to tell you, lads, like, having to like, fill the forms I did before the show and do everything that was the most like, that's why I really hit. It's like, whoa, wait, this is real, but this is really real. I guess first it's just conversations and it's like starts getting real, you know, tweets go out, this goes out and you're like, oh shit. Anyways, if you're headed to single. We know everything about you at

this stage, man. Oh. Mother, Brother, Brother. Your name is running a an extra check. That's, that's all I'm saying, Mother. They have my Social Security number. They have. I called my mom and I said I'm like, mom, what's my Social Security number? She's like for what? I'm like, don't worry about it. Just give me the Social Security number. She's like for what? Fuck, for Donald Trump, she is like what?

Oh Lord, oh Lord, yeah, it's definitely oh man, it's it's definitely it's definitely going to be some. I can't wait. But look, we'll be able to talk about on the show on Monday morning because I'll be with you guys and then I'm heading tomorrow, Lago. But quickly before this, I do want to shout out our event in Singapore, which is taking place on the 18th. So you can join Marriott Tides, which is Co hosted by ourselves, Oros and a bunch of other super cool brands like Arbitrum

etcetera. So so that'll be a lot of fun. And also epoch Epoch, make sure that you head there. It's going to be hosted by 841 MOA. It's a 2 day infrastructure summit that brings together brightest minds in blockchain. So you'll have all the speakers from like Bear Chain, Lyto, Mantel, Egg and Layer etcetera. We're a media partner for that. We'll be covering it as well.

So 16th, 17th, then we have our events in the 18th and a lot of cool stuff to do. And I'm pretty sure there's gonna be some rec drinks around Singapore, if I'm not mistaken, a couple events. So check out, check that out because there's always some cool stuff. But definitely make sure you head to the epoch event, because if you're interested, all this blockchain stuff, all the big founders are going to be present there for sure anyways.

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